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
Jefferies LLC July 2014 - Present
Integgra Advisory Services June 2013 - August 2013
Belle Isle for Senate Campaign / Belle Isle Law Group May 2010 - August 2010
Skills
Leadership, Economics, Networking, Critical Thinking, Management
Education
University of Virginia 2013 — 2014
M.S. in Commerce, Financial Services
The University of Georgia
B.B.A., Economics, GPA: 3.63 / 4.00 (Cum Laude)
London School of Economics and Political Science 2012 — 2012
Coursework in Corporate Law and Governance
J.P. Morgan Asset Management June 2015 - August 2015
Jefferies LLC May 2014 - April 2015
Deutsche Bank July 2013 - September 2013
Nik Saxena Tutoring September 2010 - June 2012
Skills
Collateral Management, Applied Mathematics, Macroeconomics, Account Reconciliation, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Public Speaking
Education
New York University 2012 — 2016
Bachelor's degree, Mathematics, Economics
University of Pittsburgh June 2015 - Present
Columbia University in the City of New York July 2014 - Present
New York University September 2000 - July 2015
St. Joseph's University August 2013 - August 2014
Elon University ---Love School of Business May 2010 - August 2013
Jefferies LLC July 2003 - June 2008
Intesa Sanpaolo June 2000 - June 2002
Deutsche Bank May 1996 - March 1998
Salomon Brothers May 1993 - May 1996
Barclays April 1989 - March 1993
Skills
Higher Education, Public Speaking, Teaching, Research, Bloomberg, Investments, Student Affairs, Financial Economics, Equities, Mentoring, Admissions, Data Analysis, Social Media, PowerPoint, Correlation Analysis, Global Tactical Asset..., Sovereign Debt, Foreign stock trading, invest, Investment Banking, diversification..., Client Development, International porfolio..., Market Research, Ice hockey coaching, Global Politics, Cirriculum development, Finance, Microsoft Office, Management, Microsoft Word, Microsoft Excel
Education
Pace University 2011 — 2016
PhD, Finance
University of Miami 1985 — 1986
MBA, Finance, WIth honors
New York University 1980 — 1983
BA, Economics and International Relations
Jefferies LLC November 2013 - Present
LivePerson February 2012 - November 2013
IIR August 2010 - June 2011
Skills
Event Management, Recruiting, Applicant Tracking..., Microsoft Excel, Microsoft Word, HTML, Taleo, Candidate Management, Conference Coordination, TweetDeck, Candidate Screening, PeopleSoft
Education
Muhlenberg College 2006 — 2010
Media & Communication
BlackRock June 2014 - Present
Jefferies LLC August 2013 - June 2014
Jefferies LLC July 2012 - August 2013
Box It Up May 2010 - May 2012
Jefferies & Company June 2011 - August 2011
Samson Capital Advisors July 2010 - August 2010
Skills
Investments, Finance, Market Analysis, Bloomberg, Investment Banking, Microsoft Excel, Equities
Education
Occidental College 2008 — 2012
Economics
Jefferies LLC October 2013 - Present
Jefferies & Company June 2013 - Present
Goldman Sachs June 2012 - August 2012
UBS Wealth Management January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, Calculus, Multivariable Calculus, Economics, Finance, Russian, Hebrew, Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2013
BA, Finance, Economics, Mathematics
Watchung Hills
Jefferies LLC January 2015 - Present
Stanford University September 2010 - June 2014
Jefferies LLC June 2013 - August 2013
Stanford Women's Volleyball Summer Camp 2011 July 2011 - August 2011
Skills
Management, Coaching Staff, Volleyball, Non-profit Volunteer, Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Data Analysis, Java, C++, Social Media, Matlab, Microsoft Word, Photoshop, Event Planning, HTML, Entrepreneurship, Teaching, C, Statistics, Economics, Non-profits, Nonprofits, Community Outreach, JavaScript
Education
Stanford University 2010 — 2015
BS Candidate, Management Science and Engineering
Jefferies LLC September 2013 - Present
PNC Financial Services Group September 2010 - September 2013
TD June 2009 - August 2009
Skills
Formal Credit Training, Bloomberg Terminal, Microsoft Excel, DCF, LBO, Financial Modeling, Fixed Income, Financial Analysis, Leveraged Finance, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science, Finance & Psychology, 3.7/4.0
High Tech High School 2002 — 2006
High School Diploma, Accounting and Finance
Tableau Software September 2014 - Present
Jefferies LLC June 2013 - August 2013
Bloomberg Sports June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Social Media, Sports, Microsoft Word, Microsoft Excel, Public Speaking, Event Planning, Customer Service, Teamwork, Facebook, Research, Photoshop, Event Management, Sports Management, Data Analysis, Children's Yoga, Gold Mining, Marketing, Viral Vectors, Prophecy, Corn, Wind Tunnel Testing, Botany, Showers, Java, Management, Birthdays, JavaScript, Tractor, Scratch Golfer, Javelin, Guinea Pigs, Long Hair, Landscaping, Leadership
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Political Science
Saint Ann's School 1995 — 2010
Jefferies LLC April 2014 - Present
Greentech Capital Advisors May 2013 - February 2014
FBR June 2012 - May 2013
Abundance Partners June 2011 - August 2011
Penn State Investment Association September 2009 - May 2011
Skills
Valuation, Financial Modeling, Investment Banking, Equities, DCF, Financial Analysis, Strategy, Investments, Analysis, Hedge Funds, Due Diligence, Series 63, Economics, Dealogic, Corporate Finance, SNL, Factset, Bloomberg, Private Placements, Series 7, Mergers & Acquisitions, DCF Valuation, Market Research, LBO, IPO, Recapitalizations, Quantitative Research, Qualitative Research, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets, Value Investing, US Equities
Education
Penn State University 2008 — 2012
BS, Finance with a concentration in Financial Accounting
Investment Banking Institute 2011 — 2011
Banking, Corporate Finance
Universidad de Pablo de Olavide, CEA Global Education 2011 — 2011
International Finance and Advanced Spanish
Parkland High School 2005 — 2008
Jefferies LLC September 2013 - December 2013
China Merchants Bank July 2011 - August 2011
China Dragon Securities January 2010 - March 2010
Shanghai Pudong Development Bank July 2009 - August 2009
Skills
Mathematics, Financial Modeling, Finance, Microsoft Office, Matlab, Visual Studio, R studio
Education
Stevens Institute of Technology 2012 — 2013
Masters Degree, Financial Engineering
USC 2011 — 2012
Exchange visitor, Financial Engineering
Northeastern University (CN) 2008 — 2012
Bachelor of Science (B.S.), Computer and Information Sciences, General
The Walt Disney Company January 2014 - Present
The Walt Disney Company July 2012 - January 2014
Jefferies LLC June 2011 - August 2011
Education
Stanford University 2008 — 2012
Bachelor of Arts (BA), Economics
Jefferies LLC July 2014 - Present
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Portfolio Management, Investment Banking, Equity Research, Bloomberg Terminal, Mutual Funds, Valuation, Capital IQ, Hedge Funds, Derivatives, Capital Markets, Microsoft Office, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science
Rye High School 2005 — 2009
Jefferies LLC May 2014 - Present
Beltone Financial_Marco Polo Securities September 2012 - April 2014
Beltone Financial (Private Equity) September 2011 - September 2012
Moon Capital October 2010 - May 2011
Stonington Partners March 2009 - September 2010
self employed - professional athlete July 2006 - February 2009
Skills
Series 63, Series 7, Chartered Financial..., Series 79
Education
Princeton University 2002 — 2006
BA, Philosophy
RJ O'Brien & Associates LLC December 2014 - Present
Jefferies LLC July 2007 - July 2014
Skills
Trading, Commodity, Derivatives, Hedge Funds, Options, Capital Markets, Investment Banking, Equities, Bloomberg, Financial Markets, Investments, Hedging, Fixed Income, Trading Systems, FX trading, Electronic Trading, Asset Management, FX Options, Alternative Investments, Fishing, High Frequency Trading, Technical Analysis, Marketing, Interest Rate Hedging, Commodity Markets, Grain, Agribusiness, Agriculture, Energy, LME, Base Metals
Education
St. John's University 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Mitsubishi UFJ Securities March 2014 - Present
Jefferies LLC August 2011 - March 2014
Guggenheim Partners February 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (M.B.A.), Accounting and Finance
State University of New York at New Paltz 1994 — 1997
Bachelor's degree, Finance, General
Merrill Lynch May 2014 - Present
The Paul R. Eckna Memorial Foundation February 2002 - Present
Cantor Fitzgerald June 2011 - March 2013
Macquarie Group March 2009 - June 2011
Jefferies LLC April 2005 - January 2009
Credit Suisse April 1998 - June 2005
DLJ 1999 - 2000
The Bank of New York October 1992 - March 1998
Skills
Equity Trading, Series 7, Series 63, Series 55, Series 24, Hedge Funds, Proprietary Trading, Fundraising, Management, Private Banking, Mortgage Lending, Asset Based Lending, Bloomberg Terminal, FINRA, Investments, Property Management, Sales, Bloomberg, Asset Management, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Securities
Education
Rollins College 1986 — 1990
Garden City High School 1982 — 1986
Societe Generale Corporate and Investment Banking - SGCIB May 2015 - Present
Jefferies LLC June 2014 - May 2015
Barclays Capital May 2011 - June 2014
Barclays Capital June 2010 - May 2011
Pali Capital June 2009 - April 2010
Merrill Lynch April 2007 - April 2009
Merrill Lynch August 2006 - April 2007
Skills
Equities, Derivatives, Microsoft Office, Portfolio Management, Capital Markets, Microsoft Excel, Trading, Analysis, Fixed Income, Due Diligence, Management, Accounting, Access, Mergers & Acquisitions, Finance
Education
Rutgers University-New Brunswick 2003 — 2006
Bachelors of Art, Political Science
Rutgers University-New Brunswick
Jefferies LLC April 2014 - Present
Canaccord Genuity Inc. November 2013 - April 2014
PNC August 2011 - October 2013
Skills
Training the Street, Microsoft Excel, Financial Modeling, Financial Analysis, Credit Analysis, Financial Structuring, Financial Risk, Debt Restructuring, Corporate Finance, Investments, Valuation, Banking, Leveraged Finance, Capital Markets, Finance
Education
Penn State University 2007 — 2011
B.S., Supply Chain
Universitat Pompeu Fabra 2010 — 2010
IES Study Abroad: Liberal Arts & Business
GI Partners July 2014 - Present
Jefferies LLC July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Merrill Lynch September 2010 - November 2010
Madison Parker Capital June 2010 - August 2010
Mzinga June 2009 - September 2009
Skills
Bloomberg, Financial Modeling, Mergers, Investment Banking, Valuation, Capital IQ, Capital Markets, Microsoft Excel, PowerPoint, Due Diligence, Mergers & Acquisitions, Equities
Education
Northwestern University 2008 — 2012
BS, Economics, Journalism
Angelo, Gordon & Co. July 2015 - Present
Jefferies LLC July 2013 - June 2015
Jefferies LLC May 2012 - August 2012
Miebach Logistics May 2011 - July 2011
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2011 — 2011
Myers Park High School 2005 — 2009
George Comfort & Sons, Inc. January 2013 - Present
Jefferies LLC June 2011 - August 2011
Stanwich County Club June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, Public Speaking, Marketing, Financial Analysis, Finance, Analysis, Statistics, Economics, Financial Modeling, Strategy
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Arts (B.A.), Economics
Tuck School of Business at Dartmouth
Tuck Business Bridge Program
Taft School 2004 — 2008
Jefferies LLC June 2014 - Present
Group One Trading, LP September 2013 - May 2014
Hapoalim Securities USA June 2013 - August 2013
NYU Polytechnic School of Engineering September 2012 - May 2013
Tata Consultancy Services July 2011 - August 2011
Skills
SQL, JavaScript, Microsoft Office, Java, Financial Modeling, Data Analysis, C++, HTML, Marketing, Matlab, Microsoft Excel, PowerPoint, Research, Microsoft Word, Teamwork, Project Management, MySQL, SSRS
Education
New York University 2012 — 2014
Master's Degree, Finance and Risk Engineering, 3.83/4.0
University of Mumbai 2008 — 2012
Bachelor of Engineering (B.E.), Computer Engineering, 3.8/4.0
Jefferies LLC February 2012 - Present
The RJM Group/Beirn August 2008 - February 2012
Kate Spade Greenwich September 2007 - August 2008
Skills
Bloomberg, Equities, Fashion, Fixed Income
Education
Siena College 2003 — 2007
Jefferies July 2014 - Present
Jefferies LLC July 2011 - July 2014
Jefferies & Company May 2010 - July 2010
Rice Univeristy Social Science Undergraduate Research Enterprise January 2010 - May 2010
Merrill Lynch September 2009 - December 2009
James A. Baker III Institute for Public Policy - Rice University February 2008 - April 2009
Education
Rice University 2007 — 2011
BA, Economics, Applied Math.
JPMorgan Chase & Co. May 2015 - Present
Jefferies LLC August 2011 - May 2015
Permanent Mission of Brazil to the UN October 2010 - December 2010
Brazilian Federal Prosecutor's Office January 2005 - June 2009
Education
New York University School of Law 2009 — 2010
LL.M., International Law
Universidade Federal da Bahia 1998 — 2003
Bacharel, Law
Jefferies LLC July 2013 - Present
James A. Baker III Institute for Public Policy -- Rice University March 2013 - July 2013
White Deer Energy August 2010 - February 2013
Wells Fargo January 2009 - August 2010
Skills
Outlook, Microsoft Office, Travel Planning, Research, Customer Service, Editing, Social Media, Event Management, Nonprofits, Blogging, Fundraising, Administrative..., PowerPoint, Event Planning, Microsoft Excel, Office Management
Education
Texas State University
Political Science
Jefferies LLC March 2010 - Present
SunTrust Robinson Humphrey July 2006 - March 2010
JRS Investments April 2005 - May 2006
Citigroup January 2002 - July 2004
Skills
Financial Modeling, Investments, Due Diligence, Equity Research, Healthcare, Equities, Valuation, Investment Banking, Excel, Economics, Financial Analysis, Market Research, DCF, Financial Reporting, Analysis, Mergers, Strategic Planning, Corporate Finance, Business Strategy, Portfolio Management, Business Valuation, Forecasting, Research, Debt, Competitive Analysis, Accounting, Bloomberg, Business Analysis, Modeling, Cash Flow, Credit, Analytics, Venture Capital
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA, Finance and Accounting
Oakland University
BS, Honors College - Finance, Biology, Economics
Jefferies LLC May 2014 - July 2014
Marketfield Asset Management June 2013 - July 2013
Morgan Stanley Wealth Management August 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Valuation, Bloomberg, Investments, Time Management, Public Speaking
Education
Providence College 2011 — 2015
Bachelor's Degree, Finance, Economics
Durham Academy 2007 — 2011
Jefferies LLC July 2014 - Present
Churchill Capital USA December 2010 - July 2014
CSG Partners, LLC October 2009 - August 2010
Skills
Bloomberg, Equities, Financial Modeling, Capital Markets, Investment Banking, Valuation, Fixed Income, Derivatives, Options, Equity Trading, Alternative Investments, Hedge Funds, Equity Derivatives, Equity Research, Trading
Education
Stony Brook University 2005 — 2009
BS, Business Management, Finance
Jefferies LLC December 2013 - Present
Jefferies & Company January 2010 - Present
Jefferies & Company January 2007 - December 2009
Anheuser-Busch June 2004 - August 2004
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, Equities, Corporate Finance, LBO, Financial Analysis, Due Diligence, High Yield
Education
Rice University 2002 — 2006
B.A., Economics
Raymond James May 2013 - Present
Jefferies LLC April 2010 - May 2013
Merrill Lynch PBIG November 2005 - April 2010
Capital Institutional Services, Inc. (CAPIS) June 2000 - November 2005
Coral Rock Investments March 1988 - June 2000
Skills
Equities, Securities, Wealth Management, Capital Markets, Fixed Income, Asset Management, Asset Allocation, Investment Strategies, Financial Services, Investments, Alternative Investments, Hedge Funds, Series 7, Foreign Exchange
Education
Stanford University 1974 — 1977
Bachelor of Arts (B.A.), History
Swarthmore College 1973 — 1973
History / Political Science
Genesis Partners June 2015 - August 2015
Jefferies LLC May 2014 - August 2014
Alpha Epsilon Pi December 2013 - April 2014
Johns Hopkins Institute for Applied Economics, Global Health, and the Study of Business Enterprise January 2013 - April 2014
Alvarez & Marsal June 2013 - August 2013
The Johns Hopkins News-Letter September 2011 - May 2013
JHU Foreign Affairs Symposium May 2011 - May 2013
TrilogyLWP January 2012 - February 2012
Skills
research, Microsoft Excel, PowerPoint, Microsoft Word, InDesign, Spanish, Public Speaking, Marketing, Editing, Research, Data Analysis, Social Media, Budgets, Economics, Leadership, Microsoft Office, Financial Modeling, Financial Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2016
Master's Degree, International Finance and Energy Resources
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), Economics and International Studies
Mamaroneck High School
Jefferies LLC August 2012 - Present
SONEX Enterprises, Inc September 2010 - October 2011
Skills
Customer Service, Microsoft Excel, Process Improvement, SQL, Sales, Strategic Planning, Analysis, Business Analysis, Social Media
Education
Penn State University 2006 — 2010
Bachelor of Science, Management Information Systems
Jefferies LLC 2014 - Present
Deutsche Bank 2010 - 2014
Insure.com 2009 - 2009
Claymore Securities 2006 - 2008
Skills
Series 7, Equities, Fixed Income, Bonds, Securities, Investments, Alternative Investments, Business Analysis, Equity Trading, Series 66, Life Insurance, Wealth Management..., Information Technology, Project Coordination, Uniform Combined State..., Series 63, Project Management, Enterprise Architecture, Trading Systems, Sales, Spanish-speaking, Information Security, Data Analysis, Data Mining
Education
Northwestern University 2011 — 2013
Master of Science (M.S.), Management Information Systems, General
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (B.S.), Psychology
Jefferies LLC December 2013 - Present
Jefferies & Company October 2010 - November 2013
University of Rochester June 2010 - January 2011
Titan Worldwide July 2009 - August 2009
MyWorld Investing, Inc. November 2008 - January 2009
Syntel December 2007 - June 2008
Allstate Insurance December 2006 - December 2007
Syntel October 2004 - June 2006
Skills
Bloomberg, Portfolio Management, Analytics, Access, Crystal Ball, Strategy, SQL, Microsoft Excel, PowerPoint, Microsoft Word, Contract Negotiation, QlikView, Due Diligence, Risk Management, Capital Markets, Business Analysis, Analysis, Investments, Financial Modeling, Finance, Financial Risk
Education
New York University 2012 — 2014
Certificate in Financial Risk Management, Risk Management
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2010
MBA, Finance, Competitive and Organizational Strategy.
Uttar Pradesh Technical University 2000 — 2004
B. Tech, Mechanical
Jefferies LLC March 2007 - Present
BNP Paribas October 1996 - March 2007
Johnson Controls 1995 - 1996
New York Power Authority 1991 - 1996
General Instruments GSD 1984 - 1989
Skills
Strategic Planning, Real Estate, Corporate Real Estate, Due Diligence, Budgets, Fixed Income, Asset Management, Management, Project Management, Portfolio Management, Valuation, Mergers & Acquisitions, Real Estate Transactions, Asset Managment, Investment Banking, Business Development, Strategy, Contract Negotiation, Financial Modeling, Negotiation, Equities, Capital Markets, Investments, Financial Analysis
Education
New York University - Polytechnic School of Engineering 1982 — 1984
MS
State University of New York College at Brockport 1976 — 1980
BS
Jefferies LLC July 2014 - Present
Willis Capital Markets & Advisory March 2013 - June 2014
Willis Capital Markets & Advisory December 2010 - March 2013
Twin Tier Hospitality LLC September 2007 - November 2010
Flowserve Corporation June 2007 - June 2010
Foot Locker, Incorporated June 2005 - May 2007
Merrill Lynch May 2004 - September 2004
Skills
Finance, Accounting, Capital Markets, Hyperion Enterprise, Investment Banking, Strategic Financial..., Sarbanes-Oxley Act, Variance Analysis, Financial Statements, Cost Benefit, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Corporate Financial..., Mergers & Acquisitions, Analysis, Strategy, Financial Analysis, Microsoft Excel, Capital IQ, PowerPoint, Financial Services, Banking, Forecasting, Financial Planning
Education
Penn State University 2002 — 2005
B.S, Finance
KGV 1996 — 2002
Investment Banking Institute
Jefferies LLC September 2008 - Present
J.P. Morgan June 2008 - August 2008
Bear Stearns October 2007 - May 2008
Bear Stearns July 2006 - September 2007
Skills
Financial Modeling, Capital Markets, Fixed Income, Valuation, Finance, Bloomberg, Financial Analysis
Education
Northwestern University 2002 — 2006
Bachelor of Arts, Mathematical Methods in the Social Sciences and Economics
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
Jefferies LLC January 2014 - April 2014
GE Capital August 2013 - January 2014
TD Bank April 2013 - July 2013
Citigroup August 2011 - December 2012
Michael Sid & Associates February 2010 - April 2010
MediaMorph April 2009 - June 2009
Bank of New York Mellon February 2007 - November 2008
LOMTO Federal Credit Union August 2005 - February 2007
Morgan Stanley October 1996 - October 2004
Skills
Financial Risk, Auditing, Financial Services, Due Diligence, Operational Risk, Management, Fraud, CRM, Accounting, Policy, Internal Controls, Start-ups, AML, Analysis, Anti Money Laundering, Asset Management, Bank Secrecy Act, Banking, Bloomberg, Capital Markets, Compliance, Credit, Derivatives, Equities, Finance, Fixed Income, Hedge Funds, Investments, KYC, OFAC, Operational Risk..., Portfolio Management, Risk Management, Securities, Statistics
Education
Pace University - Lubin School of Business 1991 — 1994
MBA, Information Systems
Skidmore College 1981 — 1985
BA, Mathematics
York Preparatory School 1975 — 1981
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Stanford Finance October 2013 - June 2014
Charles R. Blyth Fund October 2012 - June 2014
Jefferies LLC August 2013 - September 2013
Catapult Advisors June 2012 - August 2012
Stanford University June 2010 - August 2010
Education
Stanford University 2010 — 2015
Bachelor of Arts (B.A.) with Honors, Economics, 3.8/4.0
Lynbrook High School 2007 — 2011
High School Diploma
University of Oxford
Behavioural Economics
Jefferies LLC June 2014 - June 2015
Jessup Wealth Management Inc June 2013 - August 2013
Jefferies & Company 2012 - 2012
PSAM June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Research, Leadership
Education
University of Pennsylvania Law School 2015 — 2018
JD
The Ohio State University 2009 — 2014
Bachelor of Science (BS), FInance
J.P. Morgan January 2015 - Present
J.P. Morgan February 2012 - January 2015
J.P. Morgan April 2010 - January 2012
Jefferies LLC July 2008 - April 2010
Bear Stearns July 2005 - June 2008
Education
University of Kansas 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Stanford Finance September 2013 - Present
Credit Suisse June 2015 - August 2015
Bessel Capital Hedge Fund January 2014 - January 2015
Jefferies LLC July 2014 - August 2014
Stanford Blyth Fund September 2013 - June 2014
IAC July 2013 - August 2013
Stanford Varsity Baseball September 2012 - June 2013
Project ALS July 2010 - August 2010
Education
Stanford University 2012 — 2016
B.S, Management Science and Engineering; Financial and Decision Engineering Focus
Rye High School 2008 — 2012
Jefferies LLC October 2012 - Present
Jefferies & Company August 2011 - October 2012
Skills
Microsoft Excel, Microsoft Office, Business Strategy, Business Analysis, Microsoft Word, PowerPoint, Strategic Planning, Fixed Income, Relationship Management, Project Management, Outlook, Trading Systems, CRM, Bloomberg Terminal, Bloomberg, Financial Analysis, Management, Trading, Capital Markets, Analysis, Hedge Funds, Derivatives, Investment Banking, Equities
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Marketing Management
Mahopac High School 2003 — 2007
High School
Zeke Capital Advisors, LLC January 2015 - Present
Lenox Advisors June 2013 - December 2014
Jefferies LLC 2007 - 2010
Skills
Entrepreneurship, Risk Management, Fundraising, Marketing Strategy, Strategic Planning, Wealth Management, Retirement Planning, Financial Advisory, Insurance, Investments, Asset Management, Alternative Investments
Education
Princeton University 2001 — 2005
Hill School
Gryphon Investors August 2015 - Present
Jefferies LLC May 2013 - February 2015
Vermilion Partners January 2013 - April 2013
American Enterprise Institute for Public Policy Research September 2012 - December 2012
Redwood Capital Management, LLC June 2012 - August 2012
Johns Hopkins University 2008 - 2012
The Johns Hopkins News-Letter September 2008 - May 2009
The Shalem Center November 2007 - August 2008
Skills
Financial Modeling, Private Equity, Investment Banking, Finance, Mandarin, Valuation, IPO, Consumer Products, Food & Beverage, Start-up Financing, Debt & Equity Financing, Research, Microsoft Office
Education
The Johns Hopkins University 2008 — 2012
B.A., East Asian Studies
Tsinghua University 2011 — 2011
Inter-University Program for Chinese Language Studies, Chinese Language
University of St. Andrews 2010 — 2010
M.L.G. (Master of Links Golf), International Studies
Jefferies LLC October 2013 - Present
World Business Lenders, LLC September 2012 - June 2013
Greenstone Equity Partners October 2012 - April 2013
Nordstrom August 2010 - April 2012
Skills
Corporate Finance, Analysis, PowerPoint, Investments, Capital Markets, Microsoft Excel, Portfolio Management, Financial Analysis, Financial Modeling, Customer Service, Market Research, Equities, Bloomberg, Microsoft Office
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Jefferies LLC June 2014 - Present
UBS July 2013 - May 2014
UBS Wealth Management November 2011 - July 2013
MF Global February 2011 - November 2011
MF Global August 2009 - February 2011
Skills
Human Resources, Onboarding, Talent Acquisition, Talent Management, Microsoft Excel, Employee Relations, Personnel Management, PeopleSoft, Time Management, Financial Services, Outlook, Vendor Management, Performance Management, HRIS, Recruiting
Education
Saint Peter's College 2006 — 2008
BA
Seton Hall University 2004 — 2006
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)
Goldman Sachs July 2015 - Present
McCombs School of Business January 2015 - May 2015
Vista Equity Partners September 2014 - December 2014
Jefferies LLC May 2014 - August 2014
Vista Equity Partners January 2014 - May 2014
Goldman Sachs May 2013 - August 2013
Merrill Lynch August 2012 - May 2013
Market Maker Realty & Investments October 2011 - August 2012
Merrill Lynch June 2011 - August 2011
Hank Haney Golf June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Leadership, Analysis, Market Research, PowerPoint, CRM, Management, Investment Banking, Business Analysis, Process Improvement, Access, Data Analysis, Microsoft Office, Forecasting, Business Strategy, Microsoft Word, Time Management, Valuation, Teamwork, Outlook, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master of Professional Accounting (MPA)
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Stanford University 2009 — 2009
High School Summer College
Jefferies LLC June 2013 - Present
Stevens Institute of Technology September 2012 - May 2013
Stevens Institute of Technology August 2012 - December 2012
Jefferies & Company June 2011 - August 2012
Skills
Project Management, Microsoft Excel, Data Analysis, MS Project, TwoFour, Oracle PeopleSoft, Aqua Data Studio, Apptio, Filezilla, Atlassian JIRA, Data Conversion, Microsoft Office, Firefox, Application Designer, INNOTAS, Microsoft Office..., Microsoft Word, Microsoft Powerpoint, Microsoft Publisher, Solidworks, Google Chrome, Internet Explorer, Outlook, Windows 7, Teamwork, PowerPoint
Education
NYU School of Professional Studies 2015 — 2017
Master’s Degree, Real Estate
Stevens Institute of Technology 2009 — 2013
Bachelor of Engineering (B.E.), Engineering/Industrial Management
Christian Brothers Academy 2005 — 2009
High School
Advantage Futures September 2015 - Present
Jefferies LLC June 2014 - June 2015
Newedge USA, LLC November 1998 - June 2014
Skills
Series 3 Licensed (2010), CQG Trader Electronic..., TT Electronic Trading..., Bilingual in..., Commodity Markets, Futures Trading, Trading Floor Phone..., Translation, Customer Service, Investments, Trading, Financial Analysis, Equities, Derivatives, Financial Services
Education
Penn State World Campus
Finance, General
Old Ironsides Energy, LLC May 2015 - Present
Jefferies LLC July 2013 - May 2015
OwlSpark Accelerator August 2012 - August 2013
Wisga November 2010 - March 2013
Wells Fargo Securities June 2012 - August 2012
Chevron May 2011 - August 2011
University of Texas June 2010 - July 2010
Ben's Workshop June 2009 - July 2009
UNT Health Science Center May 2008 - July 2008
Skills
Start-ups, Strategy, Leadership, Project Management, Management, Marketing Strategy, Marketing, Competitive Analysis, Financial Analysis, Research, Analysis, Business Planning, Financial Modeling, Cell Culture, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Venture Capital, Entrepreneurship, Valuation
Education
Rice University 2009 — 2013
Bachelor of Science, Electrical Engineering, Economics
Westlake High School 2005 — 2009
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Jefferies LLC May 2014 - August 2014
ICAP April 2014 - April 2014
Brown Brothers Harriman January 2014 - March 2014
Merrill Lynch September 2013 - November 2013
Nova Southeastern University September 2012 - April 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Budgets, Financial Reporting, Customer Service, Business Strategy, Investments, Risk Management, Banking, Forecasting, Finance, Credit, Portfolio Management, Accounts Payable, Research
Education
Nova Southeastern University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Jefferies LLC 2014 - Present
PNC February 2013 - June 2014
Skills
Portfolio Management, Risk Management, Money, Business
Education
Rutgers University-New Brunswick 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Société Générale July 2015 - Present
Jefferies LLC February 2015 - July 2015
SCS Commodities Corp. October 2011 - December 2014
Natixis 2009 - 2011
Natixis 2008 - 2008
Mazars 2007 - 2007
BNP Paribas 2006 - 2006
Skills
Energy, Renewable Energy, Energy Trading, Derivatives, Commodities, Soft Commodities, Metals, Base Metals, Hedging, FX Hedging, Fixed Income, Trade Sales, Brokerage, Language Skills, Foreign Languages, Foreign Affairs, International Relations, International Business, International Trade, Fluent English, French, Spanish, Italian, Mandarin, Arabic, Portuguese, Brazilian Portuguese, Microsoft Office, Bloomberg, Reuters, Murex, ICE, NGOs, Community Service, Volunteer Engagement, Humanitarian, Travel Planning, Leisure Travel, Adventure Travel, Gastronomy, Food Writing, Dance Instruction, Commodity, Commodity Markets, Options, Trading, FX Options, Equity Derivatives, Risk Management
Education
Université Paris Dauphine 2007 — 2008
Master's degree, Finance / Commodities Markets
London School of Economics and Political Science
Accounting and Finance / International Relations, Government & Society
Universidad Complutense de Madrid
Licenciatura, Administracion de Empresas
Université Paris Dauphine
Bachelor's degree, Economics / Finance
Jefferies LLC May 2014 - Present
FBR June 2013 - April 2014
Capstone LLC January 2013 - May 2013
UBS Investment Bank January 2012 - June 2012
Silver Point Capital January 2011 - June 2011
Natixis Global Asset Management January 2010 - July 2010
Education
Northeastern University 2008 — 2012
Undergraduate, Finance and Accounting, Magna Cum Laude
J.P. Morgan July 2013 - March 2014
Jefferies LLC May 2012 - August 2012
PricewaterhouseCoopers xTREME Competition October 2010 - May 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Investment Banking, Equity Research, Microsoft Excel, PowerPoint, Finance, Investments, Equities, Portfolio Management, Hedge Funds
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration
St. John's School 2001 — 2009
High School
Citi January 2015 - Present
Citi June 2014 - January 2015
Jefferies LLC July 2012 - May 2014
Raymond James & Associates March 2012 - June 2012
Skills
Municipal Bonds, Public Finance, Investment Banking, DBC, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Credit Analysis, Bond Pricing, Fixed Income Analysis, Financial Analysis, Bloomberg, Capital IQ
Education
Northwestern University 2008 — 2012
Bachelor of Arts - Cum Laude, Biology
Berkeley Preparatory School 2004 — 2008
High School Degree
Jefferies LLC June 2014 - Present
UBS Investment Bank June 2013 - August 2013
The MayaTech Corporation March 2010 - July 2012
Kaplan Test Prep and Admissions August 2009 - June 2012
Metrica Inc October 2009 - March 2010
Covenant House Alaska June 2006 - August 2006
Skills
Data Analysis, Policy Analysis, Research, Investment Banking, Valuation, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance
The Johns Hopkins University 2005 — 2009
B.A., political science
West High School
West High School
Jefferies July 2014 - Present
Johns Hopkins Center for Leadership Education May 2012 - Present
Johns Hopkins University Office of Undergraduate Admissions November 2011 - Present
Jefferies LLC May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics, Minor: Entrepreneurship and Management
CQS July 2015 - Present
Jefferies December 2014 - June 2015
Jefferies LLC February 2014 - December 2014
Jefferies LLC December 2012 - February 2014
Jefferies LLC February 2010 - November 2012
HSBC May 2008 - August 2008
Credit Suisse September 2007 - December 2007
Skills
Financial Modeling, High Yield, Research, Fixed Income, Industry Analysis, Valuation, Investments, Leveraged Finance, Bonds, DCF, Capital Markets, Corporate Finance, Equities
Education
New York University 2005 — 2009
Bachelors, Finance
Academy for Business and Computer Technology 2001 — 2005
HS Diploma, Business Administration and Management, General
Kaplan
Société Générale July 2015 - Present
Jefferies LLC August 2014 - July 2015
Barclays November 2012 - August 2014
Barclays March 2012 - November 2012
Morgan Stanley Smith Barney May 2011 - October 2011
Silipos Inc. July 2010 - May 2011
AXA Advisors July 2010 - September 2010
Pace University September 2008 - January 2010
Skills
Italian, MRI, Microsoft Office, Customer Service, Mathematics, Excel, Word, PowerPoint, Event Management, Equities, Asset Allocation, Access, Statistics, Customer Relations, English, Solver, Microsoft Excel, Microsoft Word, Finance, Marketing, Research, Economics, Social Media, Accounting, Derivatives, Financial Analysis, Leadership, Management
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance & Marketing
Jefferies LLC July 2013 - Present
OwlEngine 2012 - July 2013
Rice University March 2011 - May 2013
Rice University December 2010 - May 2013
Rice University September 2010 - September 2012
Jefferies & Company June 2012 - August 2012
Hoovers Inc. May 2011 - July 2011
Houston A+ Challenge June 2010 - July 2010
Skills
Matlab, Financial Modeling, Analysis, Competitive Analysis, Research, Financial Analysis, Leadership, Statistics, Economics, Data Analysis, R, Stata, Business Planning, Bloomberg, Microsoft Excel, PowerPoint, Editing, LaTeX, Investment Banking, Entrepreneurship, Microsoft Office, Finance
Education
Rice University 2010 — 2013
BA, Mathematical Economic Analysis & Statistics
James E. Taylor High School 2006 — 2010
Matrix-Exzac October 2014 - Present
MetaBank August 2013 - Present
Jefferies LLC October 2010 - Present
Matrix-Exzac October 2010 - September 2014
Scotiabank June 2012 - August 2013
BNP Paribas October 2011 - July 2013
TradeStation Securities June 2012 - May 2013
UBS March 2011 - July 2012
Fidelity National Information Services October 2010 - October 2011
Csoft Solutions January 2006 - September 2010
Skills
Web Applications, Entrepreneurship, Product Management, Internet, Software Project..., AML, Actimize, SQL, Compliance, IT Management, Fortent, SQL DB2, Oracle PL/SQL..., CDD, SWIFT payments, Project Management, Business Analysis, Technical Writing, Requirements Gathering, SaaS
Education
Tel Aviv University 2001 — 2002
MBA, Executive MBA
University of Haifa 1993 — 1996
BA, Economics
Jefferies LLC April 2013 - Present
Merrill Lynch July 2011 - April 2013
Bank of America Merrill Lynch August 2009 - July 2011
Sagehen Capital Management 2008 - 2010
Education
Pomona College 2006 — 2010
B.A., Economics, Psychology
Jefferies LLC December 2014 - Present
Education
Pepperdine University 2002 — 2006
Bachelor of Science (BS), Summa Cum Laude
Merrill Lynch June 2014 - Present
Jefferies LLC June 2011 - May 2014
Stevens Institute of Technology August 2006 - May 2011
Alcatel-Lucent 2003 - 2006
Skills
C++, Java, Matlab, CUDA, Machine Learning, Computer Vision, Pattern Recognition, SQL, Algorithms
Education
Stevens Institute of Technology 2006 — 2011
PhD, Computer Science
Nanjing University
MS, Computer Science
Nanjing University
BS, Computer Science
Jefferies LLC December 2013 - Present
ACA Compliance Group August 2012 - June 2013
Basel Asset Management December 2005 - February 2012
HSBC Securities August 2004 - December 2005
Deutsche Bank AG March 2000 - August 2004
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Due Diligence, Financial Services, Finance, Valuation, Trading, Investments, Securities, Equities, Portfolio Management, Risk Management, Fixed Income
Education
State University of New York College at Oneonta 1990 — 1992
Jefferies LLC February 2014 - Present
Imperial Capital, LLC 2012 - 2014
Vedder Price, P.C. 2011 - 2012
The Seaport Group June 2010 - August 2010
Trilogy Capital June 2009 - August 2010
UBS Investment Bank May 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Excel, Financial Analysis, Economics, Fixed Income Research, Distressed Debt, Series 7, Series 87, Series 86, Series 66, Risk Management, Equity Research, Microsoft Excel, Straight Talking, Fixed Income Analysis, Equities, Lacrosse, FINRA, Modeling, Uniform Combined State..., Investments, Investment Banking, Trading, Stock Picking, Credit Analysis, Portfolio Management, Corporate Finance, Special Situations, Capital Markets, LBO, Valuation, Finance, Hedge Funds, Restructuring, Workout, Fixed Income, Due Diligence, Securities, Boxing, Analysis, Strategy, Emerging Markets, Bonds, High Yield, Credit, Capital IQ, Private Equity, Structured Finance, Equity Valuation
Education
The University of Edinburgh 2008 — 2012
MA (Honours), Economics
Phillips Exeter Academy '08 2004 — 2008
High School
Hopkins School 2002 — 2004
Jefferies LLC May 2014 - Present
FMV Opinions, Inc. October 2013 - April 2014
Credit Suisse June 2007 - March 2013
Deloitte October 2002 - May 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance, Corporate Finance
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Science (B.S.), Accounting
Jefferies LLC February 2013 - Present
Momentum Resource Solutions December 2013 - Present
M-Logic February 2013 - December 2013
Jefferies September 2012 - December 2012
Haisheng July 2012 - August 2012
Skills
Market Risk, Equities, R, Data Analysis, Statistics, Derivatives, SQL, SAS, Financial Modeling, Statistical Modeling, Matlab, Programming, Quantitative Analytics, Analytics, VBA, Risk Management, Oracle, Fixed Income, Java, JIRA, Microsoft Excel, Data Mining, Quantitative Research, Monte Carlo Simulation, Valuation, Databases, Time Series Analysis, Test Automation, Python, Fitnesse, Stress Testing, Options, Equity Derivatives, Mathematics, Financial Analysis, Integration Testing, P&L, Unix, Treasury
Education
Stevens Institute of Technology 2011 — 2012
Master of Science (M.S.), Financial Engineering, 3.8
Nankai University 2007 — 2011
Bachelor, Statistics, Math
Jefferies LLC October 2013 - Present
Skills
Bloomberg, Factset, Financial Analysis, Valuation, Industry Analysis, ESG Research, Sector Analysis, Financial Modeling, Equity Research, Investment Management, Financial Statement...
Education
Santa Clara University 2005 — 2009
BSc, BS, Finance, Political Science
Saratoga Resources, Inc. May 2015 - Present
Reichhold Inc., a subsidairy of Reichhold Industries, Inc. March 2014 - Present
US Enrichment Corporation, a subsidiary of USEC, Inc November 2013 - Present
SM&A an Odyssey Partners Company November 2012 - June 2013
ATI Intermediate Holdings, a BC Partners portfolio company March 2012 - December 2012
Jefferies LLC 1998 - 2010
DayStar Technologies 2008 - 2009
DayStar Technologies 2008 - 2009
InSight Health Corp. October 2007 - May 2008
Northwest Airlines 2008 - 2008
Skills
Investment Banking, Finance, Bloomberg, Equities, Equity Research, Investments, Equity Trading, Hedge Funds, Capital Markets, Fixed Income, Bankruptcy
Education
Stanford University Graduate School of Business 1973 — 1975
Master of Business Administration (MBA)
BlueMountain Capital Management September 2014 - Present
Jefferies LLC April 2012 - September 2014
Goldman Sachs February 2010 - April 2012
AllianceBernstein February 2007 - February 2010
AllianceBernstein August 2005 - February 2007
Skills
VBA, SQL, Business Analysis, C#, Java, C++, Corporate Finance, Time Series Analysis, Slang, SecDB, Microsoft Excel, Python, Matlab, Weka, Data Mining, Financial Modeling, Distributed Systems, Risk Management, Stress Testing, Equities, Interest Rate..., Interest Rates, Structured Products, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Quantitative Finance, Economics
Rutgers University-New Brunswick 2004 — 2005
B.S., Computer Science
Jefferies LLC October 2006 - Present
UBS 2003 - 2006
ING 1997 - 2000
Furman Selz 1992 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Derivatives, Fixed Income, Private Equity, Securities, Options, Asset Management, Trading, Trading Systems, Portfolio Management, Investment Banking, Valuation, Financial Markets, Investments, Series 7, Series 63, Fund Of Funds, Bloomberg
Education
The Ohio State University 1987 — 1991
BS, Economics and International Studies
New York Institue of Finance
Finance, General
Jefferies LLC March 2012 - Present
Credit Suisse July 2008 - January 2012
J.P. Morgan 2008 - June 2008
Skills
Equity Research, Equities, Investment Banking, Capital Markets, Valuation, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Derivatives, Leveraged Finance, Portfolio Management, Corporate Finance, Asset Management, Investments, Emerging Markets, Private Equity, Financial Markets, Financial Analysis, Equity Valuation, Alternative Investments
Education
New York University 2001 — 2005
Bachelor of Arts, Economics
Lake Street Capital Markets, LLC October 2015 - Present
Jefferies LLC July 2014 - October 2015
B. Riley & Co. February 2014 - July 2014
Janney Montgomery Scott October 2012 - January 2014
ThinkEquity LLC September 2011 - October 2012
Gleacher & Co. March 2009 - August 2011
Pacific Growth Equitiies September 2006 - March 2009
Accenture 1996 - 2000
Education
Northwestern University
Master of Science (M.S.), Biomedical Engineering
University of California, Berkeley
B.S., Research Honors, Bioengineering
University of California, Santa Cruz
B.A. with Honors, Business Economics
Deutsche Bank November 2014 - Present
Jefferies LLC January 2014 - October 2014
Jefferies & Company March 2013 - January 2014
Cain Brothers January 2013 - March 2013
Cain Brothers July 2010 - January 2013
Cain Brothers May 2007 - June 2010
Bank Street Group May 2006 - August 2006
Unilever HPC January 2005 - August 2005
Education
Penn State University 2002 — 2006
B.S. Finance, B.A. Economics
Morgan Stanley May 2014 - Present
Jefferies LLC July 2008 - April 2014
Arch Insurance Group August 2002 - June 2008
DoubleClick 2000 - 2002
IDT Telecom 2000 - 2000
Dun & Bradstreet 1997 - 1999
Skills
Active Directory, Windows, Network Security, Server Architecture, System Architecture, Enterprise Architecture, Network Architecture, Creative Problem Solving, Project Planning, Project Finance, Project Management, Endpoint Security, Budgeting, Distributed Systems, Systems Management, Change Management, IT Audit, SOX, Linux, Strategic Planning, Systems Engineering, Engineering Management, Group Policy, Security Policy, Process Optimization, Process Improvement, Workflow Analysis, Data Center Architecture, Data Center Relocation, Microsoft Exchange, Vendor Management, Strategic Hiring, Staff Development, Staff Management, IT Strategy, Server Consolidation, Infrastructure..., Datacenter..., Cost Reduction..., Team Leadership, Team Building, System Center, Information Security, Sarbanes-Oxley Act, IT Infrastructure..., Trading Systems, Data Center, Microsoft SQL Server, Electronic Trading, SDLC
Education
Syracuse University 1994 — 1998
Jefferies LLC February 2009 - April 2015
Deloitte November 1997 - January 2009
KPMG November 1994 - October 1997
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Mergers, Risk Management, Management Consulting, Human Resources, Employee Benefits, Deferred Compensation, Strategy, Finance, HRIS, Investments, Management, Financial Services, Due Diligence, Consulting, Analysis, Financial Analysis, Leadership, Project Management, Strategic Planning, Private Equity, Equities
Education
Penn State University 1989 — 1993
Bachelor's Degree, Actuarial Science
Tradition - TFS Derivatives Corp. September 2015 - Present
Jefferies LLC March 2014 - March 2015
Knight Capital Group June 2012 - July 2013
Penson Futures February 1998 - May 2012
Goldenberg Hehmeyer Trading Co Ltd February 1998 - May 2012
Skills
Electronic Trading, Trading Systems, Trading, Options, Proprietary Trading, Derivatives, Equities, Commodity, Hedge Funds, Financial Markets, Fixed Income, Market Data, Trading Strategies, Equity Derivatives, Low Latency, Capital Markets, Hedging, Middle Office, Technical Analysis, Commodity Markets, Securities, Market Making, Equity Trading, FX Options, Currency, Foreign Exchange, Bloomberg, FX trading, Bonds
Education
New York University
Bachelor of Science (BS), Economics
New York University
Bachelor of Science (B.S.) Economics, Economics
Jefferies LLC April 2008 - Present
Credit Suisse December 2000 - August 2007
Donaldson, Lufkin & Jenrette 1995 - December 2000
Skills
Excel, Fidessa, Bloomberg
Education
Wagner College 1994 — 1997
Stevens Institute of Technology 1993 — 1994
Monsignor Farrell 1989 — 1993
Jefferies LLC August 2014 - Present
Citadel Investment Group May 2011 - August 2014
Millennium Partners July 2009 - May 2011
Prentice Capital June 2005 - July 2009
Education
State University of New York College at Geneseo 1998 — 2002
BS, Finance, General
Jefferies LLC June 2008 - Present
AXA Financial May 2007 - August 2007
Skills
Hedge Funds
Education
Pace University - Lubin School of Business 2004 — 2008
BBA, Finance, Economics
Jefferies LLC September 2013 - Present
Oppenheimer & Co. March 2011 - September 2013
Bank of America Merrill Lynch January 2010 - March 2011
Skills
Mergers, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital Markets, Corporate Finance
Education
University of South Carolina - The Moore School of Business 2005 — 2009
B.S., Finance, International Business, Global Supply Chain & Operations Management
The London School of Economics and Political Science (LSE) 2007 — 2007
Management
Universitat Autònoma de Barcelona 2006 — 2006
Jefferies LLC June 2011 - Present
Sotto Zero LLC April 2009 - February 2013
Bank of America June 2009 - May 2011
Merrill Lynch June 2008 - August 2008
Education
The College of New Jersey 2005 — 2008
Finance, Economics
EXL Service March 2013 - Present
Societe Generale August 2008 - Present
Jefferies LLC June 2014 - June 2014
Societe Generale 2004 - December 2012
SG Americas Securities, LLC August 2004 - August 2008
UBS Wealth Management May 2002 - July 2004
UBS Paine Webber July 2000 - May 2002
Picatinny Federal Credit Union June 1987 - June 2000
Education
New Jersey City University
Bachelor of Science, Business Management
Omnicom February 2015 - Present
Jefferies LLC December 2010 - February 2015
Interpublic Group October 2010 - December 2010
Citi December 2009 - October 2010
Citi January 2007 - February 2010
Amadeus September 2004 - January 2007
Dale Carnegie Training December 2002 - May 2004
Sony Music Entertainment July 2002 - December 2002
Computer Associates September 2000 - October 2001
Sabre Holdings 1990 - 2001
Skills
Customer Service, Airlines, Process Improvement, Travel Management, Business Travel, Expense Management, E-commerce, Sabre, Online Travel, Amadeus, Vendor Management, Program Management, Travel Technology, Call Centers, Change Management, Strategy, Account Management, Management, Training, Business Development, Sales, Negotiation, Pricing, Integration, Analysis, Sales Operations, Human Resources, Strategic Partnerships, Contract Negotiation, CRM, RFP, Business Analysis, Salesforce.com
Education
City University of New York-Queens College 1973 — 1976
Bachelor of Arts, Education
Betterment June 2015 - Present
Leucadia National Corporation March 2013 - April 2014
Jefferies LLC October 2011 - April 2014
Jefferies LLC July 2009 - October 2011
Skills
Investments, Financial & Operational..., Valuation, Strategy, Market Research, Business Development, Mergers & Acquisitions, Investment Banking, Financial Services
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
B.S. in Commerce with Concentration in Finance
Jefferies LLC March 2009 - Present
DEPFA First Albany Securities LLC September 2008 - March 2009
J.P. Morgan Securities Inc. 1990 - 2008
Skills
Portfolio Management, Capital Markets, Securities, Bonds, Investment Banking, Derivatives, Series 7, Bloomberg, Equities, Fixed Income, Series 63, Alternative Investments, Valuation, Structured Finance
Education
Montclair State University 2004 — 2012
Bachelor of Arts (B.A.), Justice Studies, Concentration in Paralegal Studies
Jefferies LLC. September 2007 - Present
Jefferies & Company October 2007 - March 2014
Instinet Incorporated 2002 - 2007
Credit Suisse 1997 - 2002
AIG 1992 - 1997
Skills
Series 7, Equities, Trading, Securities, Electronic Trading, Equity Trading, Trading Systems, Series 63, Series 55, Equity Support, Trading Assistant, 10b5-1 Plans, Fidessa, Fixed Income, FINRA, Prime Brokerage, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking
Education
Pace University 1994 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Jefferies LLC May 2014 - Present
Barclays Investment Bank September 2008 - May 2014
Lehman Brothers June 2007 - September 2008
Assurant January 2004 - June 2007
Education
The New School 2006 — 2009
Masters, Human Resource Management
Syracuse University 1996 — 2001
BS, Hospitality Management
Jefferies LLC January 2015 - Present
Jefferies LLC June 2010 - January 2015
Siemens February 2007 - June 2010
Rutgers University 2005 - 2008
Skills
Microsoft Excel, Microsoft Office, Windows, Project Management, Analysis, Microsoft Word, PowerPoint, Active Directory, Software Documentation, HTML, Customer Service, IT Procurement, Vendor Management, RFP, E-procurement, Procurement, Contract Negotiation, Purchasing Negotiation, Maintenance Agreements, Software Contracts, IT contract negotiation, Software License..., Windows 7, Outlook, Security, Business Analysis, Networking, Management
Education
Rutgers University
Jefferies LLC July 2014 - Present
Societe Generale Corporate and Investment Banking - SG CIB July 2013 - June 2014
Societe Generale Corporate and Investment Banking - SG CIB June 2010 - June 2013
Education
Rice University 2006 — 2010
B.A., Economics, Managerial Studies & Policy Studies
XPO Logistics, Inc. September 2013 - Present
Jefferies LLC October 2010 - September 2013
AMERICAN TRUCKING ASSOCIATIONS (ATA), INC December 2003 - October 2010
DEVTECH SYSTEMS, INC July 2002 - December 2003
Skills
Analysis, Economics, Statistics, Research, SAS, SPSS, Econometrics, Databases, Stata, Public Policy, Outlook, Report Writing, Transportation, Government, Policy, Policy Analysis, Data Analysis, Macroeconomics, Transportation Planning, Strategic Planning
Education
UNIVERSITY OF MARYLAND, College
M.A. Degree, Economics
Morehouse College
B.A. Degree, Economics
Jefferies LLC March 2004 - Present
CIBC World Markets 1996 - 2004
Skills
LBO, Fixed Income, High Yield, Leveraged Finance, Loans, Mezzanine, Capital Markets
Education
Middlebury College
BA, English Language and Literature, General
The Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
Jefferies LLC March 2014 - Present
Vanderbilt University - Owen Graduate School of Management August 2012 - May 2014
Jefferies LLC October 2012 - February 2014
Cerner Corporation November 2008 - July 2012
Cerner Corporation August 2006 - October 2008
Cerner Corporation June 2004 - July 2006
Skills
Investor Relations, Mergers, Forecasting, Business Valuation, Financial Modeling, Mergers & Acquisitions, Finance, Business Development, Due Diligence, Cross-functional Team..., Analysis, Competitive Analysis, Financial Analysis, Investments, Equity Research, Valuation, Corporate Finance, Business Analysis, Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Strategy
University of Kansas 2000 — 2004
BS, Business Administration
Jefferies LLC May 2002 - Present
Bear Stearns June 1994 - June 2001
Drexel Burnham Lambert August 1988 - March 1994
Skills
Investment Banking, Management, Capital Markets, Private Equity, Valuation, Equities, Hedge Funds, Financial Modeling, LBO, Corporate Finance, Venture Capital, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Finance & Marketing
University of Pennsylvania - The Wharton School 1981 — 1984
BS in Economics, Finance
JEFFERIES LLC June 2011 - Present
BANK OF AMERICA CORPORATION September 2009 - June 2011
MERRILL LYNCH & CO July 2004 - May 2010
TIAA-CREF August 2001 - July 2004
MARUBENI AMERICA CORPORATION January 1997 - August 2001
Skills
Cash Management, Treasury Management, Treasury Services, Banking, Derivatives, Treasury, Fixed Income, Capital Markets, Risk Management, Securities, Financial Modeling, FX Options
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science, Finance
Jefferies LLC August 2008 - Present
Deloitte & Touche February 1998 - August 2008
Proskauer Rose LLP February 1992 - January 1998
Shearman & Sterling LLP January 1989 - February 1992
Skills
Deferred Compensation, Human Resources, Employee Benefits, 401k, Mergers & Acquisitions, Benefits Administration, Executive Pay, Acquisition Integration, Management, HRIS, Performance Management, Personnel Management, Talent Acquisition, Restructuring, Talent Management
Education
New York University School of Law 1985 — 1988
J.D.
Northwestern University 1981 — 1985
B.A., Political Science
Jefferies LLC May 2012 - November 2014
Technology Practice Group March 2011 - May 2012
Bortstein Legal Group 2010 - 2011
American Express April 2010 - October 2010
Psychic Planner, Inc. 1985 - 2010
UBS 2006 - 2008
Bear, Stearns & Co. Inc. 2002 - 2006
Bear Stearns & Co. (Legal Department) 2002 - 2006
Prodigy 2000 - 2000
Prodigy Internet 2000 - 2000
Education
Rutgers University School of Law - Camden 1982 — 1985
Doctor of Law (J.D.), Law
Swarthmore College 1974 — 1979
Bachelor of Arts (B.A.), Psychology
Jefferies LLC February 2013 - Present
Bank of America Merrill Lynch February 2005 - February 2013
JPMorgan Chase 2001 - 2005
Morgan Stanley 1999 - 2001
Skills
VMware Infrastructure, VMware ESX, Windows, Windows Server, System Administration, Systems Engineering, Project Management, Microsoft Cluster, Business Continuity, Data Center, Disaster Recovery, VMware, Vendor Management, Virtualization, Trading Systems, Solaris, ITIL, Electronic Trading, Storage, Enterprise Architecture, Fixed Income, Infrastructure, Market Data, IT Strategy, IT Management
Education
Pace University 1997 — 2001
BBA, Finance
Jefferies LLC December 2013 - Present
Jefferies & Company August 2012 - December 2013
Barclays Capital May 2007 - July 2012
Citigroup December 2004 - May 2007
Citigroup July 2002 - December 2004
Citigroup May 2000 - June 2002
Skills
Product Control, Alternative Investments, Financial Markets, Loans, Financial Services, Finance, Financial Reporting, Internal Audit, Bonds, Auditing
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
BA/BS, Finance/Economics
PHH Mortgage May 2015 - September 2015
American Info Systems, LLC November 2013 - May 2015
Jefferies LLC April 2007 - September 2013
Jefferies LLC November 2000 - April 2007
Skills
High Yield, Program Trading, Equity Trading, Equities, Electronic Trading, Data Center, Bloomberg, Trading Systems, Market Data, Financial Markets, Trading, Securities, Financial Services, Options, Business Continuity, Prime Brokerage, Fixed Income, Middle Office, Hedge Funds, Exchange Connectivity, Back Office, Investment Banking, Equity Derivatives, Derivatives, Settlement, Capital Markets, Swaps, Low Latency, FX Options, Bonds, FINRA
Education
William Paterson University of New Jersey 1994 — 1996
New York University 2010 — 2010
Project Management
IPC Systems 2009 — 2009
Alliance MX
Chubb Institute 1996 — 1997
Data Center Support
Jefferies LLC June 2010 - November 2013
REMSOLUTION December 2008 - June 2010
TuringSMI February 2004 - November 2008
SMI March 2002 - February 2004
Remedy Corporation August 1998 - February 2002
Skills
CMDB, BMC Remedy, Incident Management, IT Management, IT Operations, IT Service Management, Unix, Configuration Management, ITIL, Service Desk, Service Management, Service Delivery, Release Management, Cloud Computing, Solution Architecture, Enterprise Architecture, Integration
Education
New York Institute of Technology 1978 — 1981
BS, Electrical, Mechanical and Computer Engineering
Jefferies LLC November 2013 - June 2015
Société Générale November 2005 - November 2013
HSBC Securities March 1994 - October 2005
Chicago Board of Trade 1992 - 1994
Yamaichi International (USA) Inc. 1988 - 1992
Discount Corporation of New York (Futures) 1985 - 1988
Skills
Options, Derivatives, Trading, Equities, Commodity, Fixed Income, Hedge Funds, Trading Systems, Financial Services, Electronic Trading, FX Options, Securities, Commodity Markets, FINRA, Financial Markets, Capital Markets, Asset Management, Bloomberg, Equity Derivatives, Hedging, Futures, Prime Brokerage, Investment Banking
Education
Southern Illinois University, Carbondale 1977 — 1980
Jefferies LLC August 2010 - Present
BOK Financial May 2008 - August 2008
Skills
Financial Analysis, Corporate Finance, Investment Banking, Financial Modeling, Valuation, Capital Markets, Investments, Microsoft Office
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, Accounting and Finance
University of Oklahoma 2006 — 2009
BBA, Finance
Enid High School 2003 — 2006
Charles Schwab August 2014 - Present
Jefferies LLC October 2011 - June 2014
Citi June 2011 - September 2011
Morgan Stanley May 2010 - August 2010
Skills
Equities, Bloomberg, Financial Modeling, Financial Analysis, Investment Banking
Education
Skidmore College 2007 — 2011
B.S., Economics, Business
VCP Advisors February 2015 - Present
Jefferies LLC October 2013 - January 2015
Mizuho Bank Ltd. May 2011 - September 2013
KPMG LLP August 2008 - April 2011
Skills
Leveraged Finance, Relationship Management, Credit Analysis, Financial Modeling, Project Management, Research, Linguistics, Corporate Finance, Valuation, Derivatives, Financial Services, International Tax, Credit, Business Planning, CRM, M&A experience, Spanish, Strategy, Management, Investment Banking, Restructuring, Capital Markets, Business Strategy, Tax, Finance, Financial Analysis, Due Diligence, Accounting, Private Equity, Banking
Education
London School of Economics and Political Science 2007 — 2008
MSc, Comparative Politics; Politics & Markets, First Class Degree
London School of Economics and Political Science 2004 — 2007
LLB in Laws, 2:1 Upper Second Degree
Jefferies LLC May 2014 - Present
CapRok Capital September 2009 - May 2014
Education
Princeton University 2006 — 2009
Politics
Jefferies LLC December 2013 - Present
Metro Chicago Hillel May 2013 - Present
Credit Suisse September 2008 - December 2013
Lehman Brothers June 2003 - September 2008
Education
University of Kansas 1994 — 1998
BA
Amherst Pierpont March 2015 - Present
Jefferies, LLC April 2009 - Present
Merrill Lynch & Co., Government Securities Inc. January 1994 - February 2009
Merrill Lynch & Co., Money Markets Inc. February 1989 - January 1994
Skills
Fixed Income, Hedging, Trading, Series 7, Rates, Capital Markets, FINRA, Management, Series 24, Hedge Funds, Volatility, Series 63, Electronic Trading, Bonds, Bloomberg
Education
Rider University 1980 — 1983
Bachelor's degree, Decision Sciences and Math
Jefferies LLC July 2014 - Present
HSBC September 2011 - July 2014
G. X. Clarke & Co. November 2008 - September 2011
Merrill Lynch January 2001 - November 2008
govWorks Inc January 2000 - December 2000
Merrill Lynch 1997 - 1999
Coopers and Lybrand 1995 - 1997
Skills
Asset Management, Bloomberg, Capital Markets, Financial Analysis, Financial Services, Financial Accounting, Financial Reporting, Financial Operations, Fixed Income, Equities, Securities, Derivatives, Project Management
Education
Pace University 1991 — 1995
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering 1983 — 1987
BSEE, Electrical Engineering
Jefferies LLC November 2013 - Present
The Block October 2012 - Present
Skills
Recruiting, Training, Oral & Written..., Presentations, Sales Presentations, Interpersonal Skill, General Administrative..., Management, Cultural Diversity, Team Building, Team Management, Cross-functional Team..., Phone Skills, Critical Thinking, Multi Tasking, Microsoft Office, Global Communications, Global Management, Problem Solving, Organizational..., Manage Client..., Human Resources, Leadership Development, Leadership, Team Leadership, Learning Quickly, Learn New Software..., Hiring, Cold Calling, Social Networking, Building Relationships, Talent Acquisition, Sourcing, Coaching
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
Bachelors of Arts, Human Resource Management, 3.38
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
Bachelor of Arts (B.A.), Communications, 3.14
Jefferies LLC December 2013 - Present
Auriga USA, LLC September 2012 - November 2013
SAC Capital June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Public Speaking, Valuation, Bloomberg, Microsoft Word, Series 7, Research, Economics
Education
The Johns Hopkins University 2008 — 2012
Bachelor’s Degree, Political Science
Jefferies LLC June 2014 - Present
GE Capital Markets April 2013 - June 2014
GE Capital Markets October 2011 - April 2013
Standard & Poor's September 2010 - October 2011
Graham-Field Health Products January 2010 - August 2010
Skills
Financial Modeling, Financial Structuring, Due Diligence, Financial Analysis, Fixed Income, Capital Markets, Investment Banking, Leveraged Finance, Corporate Finance, Alternative Investments, Valuation
Education
City University of New York-Queens College 2005 — 2009
Bachelor of Business Administration, Finance
Jefferies August 2015 - Present
Jefferies LLC June 2014 - August 2014
Samsung Techwin August 2009 - August 2013
Ministry of National Defense September 2005 - December 2008
Skills
Corporate Finance, Investor Relations, Investment Valuation, International..., Mergers & Acquisitions, Financial Modeling, Investment Banking
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Science in Business Administration, Real Estate, Finance, 3.6/4.0
Jefferies LLC July 2014 - Present
Jefferies LLC July 2011 - June 2014
Lloyds Banking Group January 2011 - May 2011
L'Oréal October 2009 - July 2010
Skills
Investment Banking, Valuation
Education
New York University 2010 — 2011
MA, Economics
New York University 2007 — 2010
BA, Economics and Mathematics
Jefferies LLC July 2013 - Present
Jefferies & Company May 2012 - August 2012
Korea Institute of Finance June 2011 - August 2011
Education
Yale University 2009 — 2013
B.A., Economics
Sogang University 2010 — 2010
Korean Language Education Center
Concord Academy 2006 — 2009
Diploma
Fenn School
Morgan Stanley Smith Barney March 2010 - June 2011
Jefferies LLC February 1999 - April 2007
Skills
Wealth Management, Investments, Strategic Financial..., Financial Analysis, Series 7, Retirement Planning, Finance, Insurance, Financial Modeling, Risk Management, Banking, Asset Allocation, Mutual Funds, Series 63, Mortgage Lending, Equities, Investment Banking, Uniform Combined State..., FINRA, Securities
Education
New York University 1986 — 1990
Bachelor's degree, Finance
christian brothers academy 1983 — 1985
Jefferies LLC June 2015 - Present
Jefferies LLC June 2014 - August 2014
Stanford University September 2013 - June 2014
Symantec Corporation July 2013 - September 2013
Highland Creek Partners LLC April 2013 - September 2013
Viant Capital LLC October 2012 - December 2012
Education
Stanford University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
The International School Bangalore 2004 — 2011
International Baccalaureate Diploma, 45
University of Pennsylvania - The Wharton School 2010 — 2010
Management & Technology Summer Institute (M&TSI)
Jefferies LLC June 2007 - Present
Banc of America Securities May 2003 - June 2007
CIBC World Markets October 2001 - May 2003
Skills
Treasury, Financial Risk, Operational Risk, Cash Management, Foreign Exchange, Capital Markets, Derivatives, Treasury Management, Investment Banking, Bonds, Fixed Income, FX Options, Equities, Financial Markets, Hedging, Structured Finance, Bloomberg, Corporate Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Jefferies LLC January 2014 - Present
Grant Thornton LLP October 2011 - January 2014
Hurd Orchards, LLC June 2011 - August 2011
Level 3 Communications (Previously Global Crossing) June 2010 - August 2010
The Bonadio Group February 2010 - April 2010
Daniel R. Beaty CPA, Accounting Services January 2010 - April 2010
Entercom May 2008 - August 2008
Skills
Peachtree, ATX Software, CorpTax Software, ProSystems Software
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Master of Science, Accountancy
SUNY Geneseo 2006 — 2010
Bachelor of Science, Accounting
University of Notre Dame
ITM 2015 - Present
Jefferies LLC July 2011 - 2014
Prudential Financial 2003 - June 2011
Prudential Securities 1986 - 2003
Skills
Business Analysis, Disaster Recovery, SDLC, Requirements Gathering, Project Management, Process Improvement, Trading Systems, Leadership, Risk Management, Analysis, Options, Management
Education
Excelsior College 2007 — 2010
Master of Business Administration (MBA)
Pace University - Lubin School of Business
BBA
Jefferies LLC June 2014 - Present
Goldman Sachs July 2008 - June 2014
Education
Penn State University 2006 — 2008
Master of Business Administration (M.B.A.)
University of Virginia 2000 — 2004
Bachelor's Degree, Economics
Goldman Sachs May 2015 - Present
Jefferies LLC January 2014 - April 2015
Dow Jones June 2013 - August 2013
Stevens Institute of Technology January 2013 - May 2013
Stevens Institute of Technology August 2012 - January 2013
Sun Yat-sen University July 2011 - July 2012
Sun Yat-sen University February 2012 - June 2012
Skills
MySQL, PHP, Java, C++, JavaScript, CSS, HTML, XML, WordPress, SQL, Linux, Python, ASP.NET, Microsoft SQL Server, jQuery, Programming, AJAX, HTML5
Education
Stevens Institute of Technology 2012 — 2013
Master of Science (MS), Computer Science
Sun Yat-Sen University 2008 — 2012
Bachelor of Science (BS), Computer Software Engineering
Jefferies LLC July 2008 - Present
Prudential Bache July 2008 - July 2011
Prudential Securities Inc. 2001 - 2004
Skills
Information Security, Financial Applications, Security Administration, Information Technology, Sarbanes-Oxley Act, Security, Risk Management, IT Management, Identity Management
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1993
Bachelor of Arts (B.A.), Psychology
Jefferies LLC April 2008 - Present
White & Case LLP February 2007 - April 2008
Skills
Private Equity, Corporate Law
Education
The University of Connecticut School of Law 1993 — 1996
Doctor of Law (J.D.), Highest Honors
University of Connecticut 1991 — 1993
Master of Arts (M.A.)
University of Connecticut 1987 — 1991
Bachelor of Arts (B.A.), Magna Cum Laude
Jefferies LLC July 2009 - Present
Lehman Brothers October 2006 - July 2009
K&L Gates March 2001 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Negotiation, Editing, Mergers, Private Equity, Due Diligence, Corporate Law, Hedge Funds
Education
New York Law School 1995 — 1998
Doctor of Law (JD)
University of Maryland College Park 1987 — 1991
Bachelor of Arts (B.A.)
Fordham Preparatory School 1983 — 1987
High School Diploma
Jefferies LLC April 2014 - Present
Jefferies LLC August 2008 - Present
Bear Stearns June 2002 - July 2008
Skills
Capital Markets, Hedge Funds, Investment Banking, Equities, Derivatives, Equity Derivatives, Trading, Middle Office, Bloomberg, Options, Trading Systems, Equity Trading, Financial Markets, Fixed Income, Electronic Trading
Education
Pace University - Lubin School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Pace University - Lubin School of Business 1998 — 2002
Bachelors of Business Administration in Finance, Accounting and Finance
Lime Brokerage LLC December 2008 - Present
Jefferies LLC November 2006 - July 2008
Goldman Sachs March 2003 - November 2006
Skills
Options Trading, US Options..., US Equities..., Microsoft Visual Basic, Microsoft VBA, Financial Markets, Capital Markets, SQL, Portfolio Management, Middle Office, Algorithmic Trading, Currency Futures, Financial Analysis, Bloomberg Terminal, Bloomberg API, Microsoft Office, Index Futures, Margin, Options, Securities, Equity Trading, Electronic Trading, Equities, Derivatives, Trading Systems, Bloomberg, Foreign Policy, International Relations
Education
The College of New Jersey 1998 — 2002
Bachelor of Science (B.S.), Information Systems Management
Wells Fargo Securities July 2014 - Present
ISI Group February 2012 - July 2014
Jefferies LLC July 2009 - February 2012
Carlyle Blue-Wave Partners January 2007 - December 2008
UHY LLP June 2004 - November 2006
Skills
Bloomberg, Equities, Equity Research
Education
Texas A&M University
Master of Science (M.S.), Finance, General