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
Aneesha Raghunathan Aneesha Raghunathan's Jefferies LLC Experience June 2014 - August 2014
Job Venture Capital Investor at Bessemer Venture Partners
Industry Venture Capital & Private Equity
Experience
Bessemer Venture Partners August 2015 - Present
Jefferies LLC June 2014 - August 2014
Hope Line Fashions Inc November 2009 - August 2014
GlaxoSmithKline June 2013 - August 2013
Freshwater Malawi May 2013 - June 2013
University of Pennsylvania School of Medicine May 2012 - August 2012
Skills
Nonprofits, Fundraising, Research, Non-profits, Entrepreneurship, Social Entrepreneurship, Public Speaking, Public Relations, Social Media, Event Planning, Community Outreach, Social Networking, International..., Strategic Planning, Financial Modeling, Venture Capital, Finance
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.) Economics, Healthcare Management, Finance
WW-P High School North 2008 — 2011
Bessemer Venture Partners August 2015 - Present
Jefferies LLC June 2014 - August 2014
Hope Line Fashions Inc November 2009 - August 2014
GlaxoSmithKline June 2013 - August 2013
Freshwater Malawi May 2013 - June 2013
University of Pennsylvania School of Medicine May 2012 - August 2012
Skills
Nonprofits, Fundraising, Research, Non-profits, Entrepreneurship, Social Entrepreneurship, Public Speaking, Public Relations, Social Media, Event Planning, Community Outreach, Social Networking, International..., Strategic Planning, Financial Modeling, Venture Capital, Finance
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.) Economics, Healthcare Management, Finance
WW-P High School North 2008 — 2011
Stephen Siegner Stephen Siegner's Jefferies LLC Experience 1991 - 1994
Job Managing Director, O.C. Tanner, HCM Consulting
Industry Management Consulting
Experience
O.C. Tanner Company January 1996 - Present
O.C. Tanner January 2007 - June 2009
O.C. Tanner January 1996 - December 2006
Jefferies LLC 1991 - 1994
Skills
Leadership Development, Incentives, Employee Engagement, Talent Management, Cultural Transformation, Reward Strategy, Strategy, Management, Business Development, Employee Relations, Human Resources, Training, Recruiting, Leadership, Employee Recognition, Incentive Programs, Performance Management
Education
University of Oregon 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Economics
O.C. Tanner Company January 1996 - Present
O.C. Tanner January 2007 - June 2009
O.C. Tanner January 1996 - December 2006
Jefferies LLC 1991 - 1994
Skills
Leadership Development, Incentives, Employee Engagement, Talent Management, Cultural Transformation, Reward Strategy, Strategy, Management, Business Development, Employee Relations, Human Resources, Training, Recruiting, Leadership, Employee Recognition, Incentive Programs, Performance Management
Education
University of Oregon 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Economics
Michael Bandurski's Jefferies LLC Experience June 2014 - August 2014
Job Technology Investment Banking Analyst at Jefferies
Industry Financial Services
Experience
Jefferies 2015 - Present
Jefferies LLC June 2014 - August 2014
Northern Trust June 2013 - August 2013
McDonald's Corporation May 2012 - July 2012
Skills
Entrepreneurship, Social Media Marketing, Marketing Strategy, Strategy, Social Networking, Financial Modeling, Strategic Planning, Market Research, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Corporate Finance, Financial Analysis, Microsoft Office, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor’s Degree, Finance, 3.7
Jefferies 2015 - Present
Jefferies LLC June 2014 - August 2014
Northern Trust June 2013 - August 2013
McDonald's Corporation May 2012 - July 2012
Skills
Entrepreneurship, Social Media Marketing, Marketing Strategy, Strategy, Social Networking, Financial Modeling, Strategic Planning, Market Research, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Corporate Finance, Financial Analysis, Microsoft Office, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor’s Degree, Finance, 3.7
Shakil Patel Shakil Patel's Jefferies LLC Experience May 2014 - August 2014
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies June 2015 - Present
McCombs School of Business August 2013 - December 2014
Jefferies LLC May 2014 - August 2014
McCombs School of Business August 2013 - January 2014
Clarkson Capital Markets June 2013 - August 2013
Fulcrum Capital January 2013 - May 2013
Skills
Microsoft Office, Valuation, Capital IQ, Bloomberg, Data Analysis, SAS, @Risk, StatTools, Factset, Public Speaking
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Honors Program, Quantitative Finance
Jefferies June 2015 - Present
McCombs School of Business August 2013 - December 2014
Jefferies LLC May 2014 - August 2014
McCombs School of Business August 2013 - January 2014
Clarkson Capital Markets June 2013 - August 2013
Fulcrum Capital January 2013 - May 2013
Skills
Microsoft Office, Valuation, Capital IQ, Bloomberg, Data Analysis, SAS, @Risk, StatTools, Factset, Public Speaking
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Honors Program, Quantitative Finance
Ryan Hummer's Jefferies LLC Experience August 1999 - August 2000
Job Vice President, Corporate Development at NCS Energy Services
Industry Oil & Energy
Experience
NCS Energy Services August 2014 - Present
Lazard January 2009 - April 2014
Lazard January 2006 - January 2009
Lazard April 2004 - January 2006
Credit Suisse August 2002 - April 2004
Credit Suisse August 2000 - August 2002
Jefferies LLC August 1999 - August 2000
Skills
Investment Banking, Valuation, Corporate Finance, Capital Markets, Financial Modeling, Investments, Mergers, Due Diligence, Fixed Income, Financial Analysis, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Economics
NCS Energy Services August 2014 - Present
Lazard January 2009 - April 2014
Lazard January 2006 - January 2009
Lazard April 2004 - January 2006
Credit Suisse August 2002 - April 2004
Credit Suisse August 2000 - August 2002
Jefferies LLC August 1999 - August 2000
Skills
Investment Banking, Valuation, Corporate Finance, Capital Markets, Financial Modeling, Investments, Mergers, Due Diligence, Fixed Income, Financial Analysis, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Economics
Burnham Hawk Burnham Hawk's Jefferies LLC Experience May 2012 - August 2012
Job Financial Analyst at Ipreo, formerly Shareholder InSite, Inc.
Industry Hospital & Health Care
Experience
Ipreo, formerly Shareholder InSite, Inc. August 2015 - Present
Community Health Systems April 2014 - Present
Globe Specialty Metals May 2013 - July 2013
Phi Gamma Delta December 2011 - December 2012
Jefferies LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Research, Public Speaking, PowerPoint, Microsoft Word, Customer Service, Social Media, Photoshop, Teamwork, Marketing, Sales, Windows, C++, Java, Volunteering, Leadership
Education
University of Alabama 2009 — 2013
Finance, Investments and Securities
Ipreo, formerly Shareholder InSite, Inc. August 2015 - Present
Community Health Systems April 2014 - Present
Globe Specialty Metals May 2013 - July 2013
Phi Gamma Delta December 2011 - December 2012
Jefferies LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Research, Public Speaking, PowerPoint, Microsoft Word, Customer Service, Social Media, Photoshop, Teamwork, Marketing, Sales, Windows, C++, Java, Volunteering, Leadership
Education
University of Alabama 2009 — 2013
Finance, Investments and Securities
Jaypreet Chadha's Jefferies LLC Experience May 2014 - August 2014
Job Investment Banking Analyst at Jefferies
Industry Financial Services
Experience
Jefferies June 2015 - Present
Jefferies LLC May 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
Sterne Agee May 2013 - August 2013
AmeriCorps September 2011 - May 2012
Brilliant Minds, Inc. May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Editing, Dependable Team Player, Management, French, Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
BSM, Finance (Honors), GPA: 3.8, Major GPA 3.9
Alfred M. Barbe High School 2007 — 2011
3.94
Jefferies June 2015 - Present
Jefferies LLC May 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
Sterne Agee May 2013 - August 2013
AmeriCorps September 2011 - May 2012
Brilliant Minds, Inc. May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Editing, Dependable Team Player, Management, French, Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
BSM, Finance (Honors), GPA: 3.8, Major GPA 3.9
Alfred M. Barbe High School 2007 — 2011
3.94
Chris Howerton, Ph.D. Chris Howerton, Ph.D.'s Jefferies LLC Experience April 2014 - Present
Job Equity Analyst Biotechnology at Jefferies and Co
Industry Financial Services
Experience
Jefferies LLC April 2014 - Present
Stanford Hospital & Clinics August 2013 - April 2014
University of Pennsylvania March 2011 - August 2013
UC Davis September 2005 - March 2011
Skills
Molecular Biology, R, Western Blotting, Fluorescence Microscopy, PCR, Qualitative Research, Biochemistry, Quantitative Research, Microscopy, Presentations, Mentoring, Multi Tasking, Protein Purification, Immunohistochemistry, qPCR, Gel Electrophoresis, Report Writing, Data Analysis, Animal Work, Scientific Writing, Biotechnology, Financial Modeling
Education
UC Davis 2007 — 2011
Doctor of Philosophy (Ph.D.), Behavioral Sciences
UC Davis 2005 — 2007
Master of Science (MS), Animal Biology
UC Davis 2000 — 2004
Bachelor of Science (BS), Animal Sciences
Cardinal Newman HS 1996 — 1999
Jefferies LLC April 2014 - Present
Stanford Hospital & Clinics August 2013 - April 2014
University of Pennsylvania March 2011 - August 2013
UC Davis September 2005 - March 2011
Skills
Molecular Biology, R, Western Blotting, Fluorescence Microscopy, PCR, Qualitative Research, Biochemistry, Quantitative Research, Microscopy, Presentations, Mentoring, Multi Tasking, Protein Purification, Immunohistochemistry, qPCR, Gel Electrophoresis, Report Writing, Data Analysis, Animal Work, Scientific Writing, Biotechnology, Financial Modeling
Education
UC Davis 2007 — 2011
Doctor of Philosophy (Ph.D.), Behavioral Sciences
UC Davis 2005 — 2007
Master of Science (MS), Animal Biology
UC Davis 2000 — 2004
Bachelor of Science (BS), Animal Sciences
Cardinal Newman HS 1996 — 1999
Scott Banerjee Scott Banerjee's Jefferies LLC Experience August 2013 - Present
Job Analyst at Jefferies LLC.
Industry Investment Banking
Experience
Jefferies LLC. August 2013 - Present
UBSFinancialServices November 2012 - May 2013
PMRecovery,Inc June 2012 - August 2012
International Precious Metal Refiners, Inc. November 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Finance, PowerPoint, Microsoft Office, Equities, Microsoft Word, Customer Service, Microsoft Access, SQL, Financial Modeling, Management, Marketing, Analysis, Investments, Sales, Data Analysis, Team Leadership
Education
University of Denver 2009 — 2013
BSBA, Finance
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance
King & Low-Heywood Thomas School 2005 — 2009
High School
Jefferies LLC. August 2013 - Present
UBSFinancialServices November 2012 - May 2013
PMRecovery,Inc June 2012 - August 2012
International Precious Metal Refiners, Inc. November 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Finance, PowerPoint, Microsoft Office, Equities, Microsoft Word, Customer Service, Microsoft Access, SQL, Financial Modeling, Management, Marketing, Analysis, Investments, Sales, Data Analysis, Team Leadership
Education
University of Denver 2009 — 2013
BSBA, Finance
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance
King & Low-Heywood Thomas School 2005 — 2009
High School
Dan Berndt Dan Berndt's Jefferies LLC Experience June 2014 - May 2015
Job Market Data & Enterprise Data Management
Industry Information Technology and Services
Experience
Jefferies LLC June 2014 - May 2015
Torchlight Apps, Paracoders, Inc. June 2012 - June 2014
Independent Consulting March 2010 - June 2012
Morgan Stanley May 2004 - February 2010
Morgan Stanley June 1996 - May 2004
Morgan Stanley June 1993 - June 1996
Morgan Stanley September 1990 - June 1993
IBM September 1988 - August 1990
IBM June 1985 - August 1988
Skills
Market Data, Databases, Reference Data, IT Strategy, Software Development, Data Management, Sybase, Data Modeling, Infrastructure, Security, Software Project..., SQL, Architecture, Business Intelligence, Data Quality, Enterprise Architecture, Risk Management, IT Management, Data Architecture, Database Design, Data Warehousing, Data Governance, Integration, Mobile Phone Apps, Mobile Applications, Project Management, Technology Management, Information Management, Data Security, Entitlements, Data Access, Data Integration, Metadata Management, ETL, DB2, Relational Databases, RDBMS, Linux, Time Series Analysis, Requirements Gathering, Information Security, Data Cleaning, Performance Tuning, Information Security..., Data Infrastructure, Enterprise Information..., Data Retention, Timeseries, Big Data, Data Analysis
Education
Union College 1981 — 1985
B.S., Computer Science
University of Bath 1984 — 1984
Term abroad, English Literature
Jefferies LLC June 2014 - May 2015
Torchlight Apps, Paracoders, Inc. June 2012 - June 2014
Independent Consulting March 2010 - June 2012
Morgan Stanley May 2004 - February 2010
Morgan Stanley June 1996 - May 2004
Morgan Stanley June 1993 - June 1996
Morgan Stanley September 1990 - June 1993
IBM September 1988 - August 1990
IBM June 1985 - August 1988
Skills
Market Data, Databases, Reference Data, IT Strategy, Software Development, Data Management, Sybase, Data Modeling, Infrastructure, Security, Software Project..., SQL, Architecture, Business Intelligence, Data Quality, Enterprise Architecture, Risk Management, IT Management, Data Architecture, Database Design, Data Warehousing, Data Governance, Integration, Mobile Phone Apps, Mobile Applications, Project Management, Technology Management, Information Management, Data Security, Entitlements, Data Access, Data Integration, Metadata Management, ETL, DB2, Relational Databases, RDBMS, Linux, Time Series Analysis, Requirements Gathering, Information Security, Data Cleaning, Performance Tuning, Information Security..., Data Infrastructure, Enterprise Information..., Data Retention, Timeseries, Big Data, Data Analysis
Education
Union College 1981 — 1985
B.S., Computer Science
University of Bath 1984 — 1984
Term abroad, English Literature
Alam Fatani's Jefferies LLC Experience June 2015 - Present
Job Technology Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC June 2015 - Present
Jefferies LLC June 2014 - August 2014
Xnergy LLC June 2013 - August 2013
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Economics
El Camino College 2011 — 2013
Associate of Arts (A.A.)
Jefferies LLC June 2015 - Present
Jefferies LLC June 2014 - August 2014
Xnergy LLC June 2013 - August 2013
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Economics
El Camino College 2011 — 2013
Associate of Arts (A.A.)
Eric Albright Eric Albright's Jefferies LLC Experience May 2012 - August 2012
Job Student at University of North Carolina at Chapel Hill
Industry Financial Services
Experience
Deloitte June 2014 - July 2014
Jefferies LLC May 2012 - August 2012
DSI Renal, Inc June 2011 - July 2011
Char-Grill January 2009 - August 2009
Education
University of North Carolina at Chapel Hill 2014 — 2015
Master's Degree, Accounting
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor's Degree, Business Administration; Finance Emphasis
Deloitte June 2014 - July 2014
Jefferies LLC May 2012 - August 2012
DSI Renal, Inc June 2011 - July 2011
Char-Grill January 2009 - August 2009
Education
University of North Carolina at Chapel Hill 2014 — 2015
Master's Degree, Accounting
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor's Degree, Business Administration; Finance Emphasis
Seth Kidd's Jefferies LLC Experience May 2014 - August 2014
Job Associate at Jefferies
Industry Investment Banking
Experience
Jefferies August 2015 - Present
The University of Texas at Austin June 2013 - May 2015
Jefferies LLC May 2014 - August 2014
Guggenheim Partners March 2012 - June 2013
BNY Mellon June 2011 - March 2012
Bank of New York Mellon July 2009 - June 2011
The Longhorn Foundation July 2006 - June 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Fixed Income, CLO, Asset Managment, CDO, Microsoft Excel, Valuation, Corporate Trust, Derivatives, Equities, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Arts, Economics
Jefferies August 2015 - Present
The University of Texas at Austin June 2013 - May 2015
Jefferies LLC May 2014 - August 2014
Guggenheim Partners March 2012 - June 2013
BNY Mellon June 2011 - March 2012
Bank of New York Mellon July 2009 - June 2011
The Longhorn Foundation July 2006 - June 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Fixed Income, CLO, Asset Managment, CDO, Microsoft Excel, Valuation, Corporate Trust, Derivatives, Equities, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Arts, Economics
Ben Szanto's Jefferies LLC Experience July 2013 - Present
Job Investment Banking Analyst at Jefferies LLC Mergers & Acquisitions Group
Industry Investment Banking
Experience
Jefferies LLC July 2013 - Present
Jefferies LLC May 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
Jefferies LLC July 2013 - Present
Jefferies LLC May 2012 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
John Josif John Josif's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Headwaters MB October 2013 - April 2014
Boeing May 2013 - August 2013
Boeing May 2012 - August 2012
Motorola June 2011 - August 2011
Motorola June 2010 - August 2010
Skills
Finance, Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Corporate Finance, Microsoft Office, Valuation, Microsoft Word, Accounting, Bloomberg, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Financial Reporting, Investment Banking
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Economics, Prague 2013 — 2013
Jefferies LLC July 2014 - Present
Headwaters MB October 2013 - April 2014
Boeing May 2013 - August 2013
Boeing May 2012 - August 2012
Motorola June 2011 - August 2011
Motorola June 2010 - August 2010
Skills
Finance, Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Corporate Finance, Microsoft Office, Valuation, Microsoft Word, Accounting, Bloomberg, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Financial Reporting, Investment Banking
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Economics, Prague 2013 — 2013
Everett Estes Everett Estes's Jefferies LLC Experience January 2008 - June 2013
Job Senior Manager at Sia Partners
Industry Financial Services
Experience
Sia Partners June 2013 - Present
Jefferies LLC January 2008 - June 2013
Citi Group June 2005 - January 2008
NYSE June 2003 - June 2005
Investec November 2000 - April 2003
HSBC Securities 1997 - 2000
Arnhold and S. Bleichroeder April 1993 - June 1997
Skills
Operations Management, Cash Management, Problem Solving, Vendor Management, Change Management, Process Engineering, Business Analysis, SDLC, Product Management, Project Implementation, Application Management, Project Execution, Project Management, Application Lifecycle..., Risk Management, Frontier, Accurate NXG, Reconcilement, Mergers & Acquisitions, Equities, Securities, Fixed Income, Capital Markets, Operational Streamlining, Increasing Operational..., Business Process, Back Office, Process Improvement, Investment Banking, Trading Systems, Management, Financial Services, Banking, Portfolio Management, Settlement, Trading, Middle Office, Program Management, Options, Electronic Trading, Financial Markets, Bonds, Series 7, Corporate Actions, Securities Lending, Series 63, Derivatives, Structured Products, Operational Risk, Interest Rate...
Education
New York University - Leonard N. Stern School of Business
Leadership
Garden City High School 1978 — 1982
University of Massachusetts at Lowell
Computer Science
Sia Partners June 2013 - Present
Jefferies LLC January 2008 - June 2013
Citi Group June 2005 - January 2008
NYSE June 2003 - June 2005
Investec November 2000 - April 2003
HSBC Securities 1997 - 2000
Arnhold and S. Bleichroeder April 1993 - June 1997
Skills
Operations Management, Cash Management, Problem Solving, Vendor Management, Change Management, Process Engineering, Business Analysis, SDLC, Product Management, Project Implementation, Application Management, Project Execution, Project Management, Application Lifecycle..., Risk Management, Frontier, Accurate NXG, Reconcilement, Mergers & Acquisitions, Equities, Securities, Fixed Income, Capital Markets, Operational Streamlining, Increasing Operational..., Business Process, Back Office, Process Improvement, Investment Banking, Trading Systems, Management, Financial Services, Banking, Portfolio Management, Settlement, Trading, Middle Office, Program Management, Options, Electronic Trading, Financial Markets, Bonds, Series 7, Corporate Actions, Securities Lending, Series 63, Derivatives, Structured Products, Operational Risk, Interest Rate...
Education
New York University - Leonard N. Stern School of Business
Leadership
Garden City High School 1978 — 1982
University of Massachusetts at Lowell
Computer Science
Andrew Pastrikos Andrew Pastrikos's Jefferies LLC Experience May 2013 - Present
Job Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2013 - Present
New Amsterdam Partners June 2011 - May 2013
CB Capital Advisors July 2008 - December 2010
Skills
Value Investing, Financial Modeling, Client Service Oriented, Wealth Management, Portfolio Management, Concentrated Stock..., Stock Market Analysis, 10b5-1 Plans, Stock Trading, Microsoft Excel, Equities, Bloomberg Terminal, Mutual Funds, Financial Analysis
Education
State University of New York at Albany 2005 — 2008
Bachelor's Degree, Business Administration, Financial Analysis
Jefferies LLC May 2013 - Present
New Amsterdam Partners June 2011 - May 2013
CB Capital Advisors July 2008 - December 2010
Skills
Value Investing, Financial Modeling, Client Service Oriented, Wealth Management, Portfolio Management, Concentrated Stock..., Stock Market Analysis, 10b5-1 Plans, Stock Trading, Microsoft Excel, Equities, Bloomberg Terminal, Mutual Funds, Financial Analysis
Education
State University of New York at Albany 2005 — 2008
Bachelor's Degree, Business Administration, Financial Analysis
David Berliner David Berliner's Jefferies LLC Experience July 2012 - March 2014
Job Manager, Product Alliances & Strategy at Salesforce.com
Industry Internet
Experience
Salesforce Marketing Cloud March 2014 - Present
Jefferies LLC July 2012 - March 2014
Skills
Investment Banking, Strategy
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), History
Salesforce Marketing Cloud March 2014 - Present
Jefferies LLC July 2012 - March 2014
Skills
Investment Banking, Strategy
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), History
Peter Schanzer's Jefferies LLC Experience January 2014 - Present
Job Equity Research Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC January 2014 - Present
Osprey Capital Group, LLC March 2013 - June 2013
DHR International June 2012 - October 2012
Weeden & Co. May 2011 - August 2011
Skills
Security Analysis, Portfolio Management, Interest Rate..., Equity Derivatives, Credit Derivatives, Accounting
Education
University of Notre Dame - Mendoza College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance
The Hotchkiss School 2005 — 2009
High School
Jefferies LLC January 2014 - Present
Osprey Capital Group, LLC March 2013 - June 2013
DHR International June 2012 - October 2012
Weeden & Co. May 2011 - August 2011
Skills
Security Analysis, Portfolio Management, Interest Rate..., Equity Derivatives, Credit Derivatives, Accounting
Education
University of Notre Dame - Mendoza College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance
The Hotchkiss School 2005 — 2009
High School
Julie Becker Julie Becker's Jefferies LLC Experience December 2014 - Present
Job Associate at Jefferies
Industry Financial Services
Experience
Jefferies LLC December 2014 - Present
Jefferies & Company July 2012 - December 2014
Jefferies & Company June 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Education
University of Pennsylvania 2008 — 2012
B.A., Political Science
Jefferies LLC December 2014 - Present
Jefferies & Company July 2012 - December 2014
Jefferies & Company June 2011 - August 2011
New York Life Insurance Company May 2010 - August 2010
Education
University of Pennsylvania 2008 — 2012
B.A., Political Science
Thomas Meade's Jefferies LLC Experience May 2011 - July 2011
Job StudentAthlete at Tufts University
Industry Construction
Experience
cm&b, Inc. May 2014 - August 2014
J. Calnan & Associates, Inc. May 2013 - January 2014
Jefferies LLC May 2011 - July 2011
Skills
Construction Estimating, Project Management, Construction Management
Education
Tufts University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Malden Catholic High School 2008 — 2011
Diploma
cm&b, Inc. May 2014 - August 2014
J. Calnan & Associates, Inc. May 2013 - January 2014
Jefferies LLC May 2011 - July 2011
Skills
Construction Estimating, Project Management, Construction Management
Education
Tufts University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Malden Catholic High School 2008 — 2011
Diploma
Jamie Huenefeld's Jefferies LLC Experience June 2013 - Present
Job Front End/Software Developer at Jefferies
Industry Information Technology and Services
Experience
Jefferies LLC June 2013 - Present
ESPN March 2013 - May 2013
KnowledgePoint360 Group August 2012 - January 2013
OneWire October 2011 - April 2012
OneWire October 2008 - October 2011
Vigilant, Inc. August 2006 - August 2008
University of South Carolina August 2004 - May 2006
University of South Carolina August 2003 - May 2006
U.S. Geological Survey (USGS) May 2001 - February 2003
ProMetrics April 2000 - February 2001
Skills
Selenium, Java, JavaScript, Linux, Drupal, Bash, Visual Studio, Eclipse, C++, LAMP, PHP, .NET, ASP.NET MVC, jQuery, CSS, JMeter, SQL Server, MySQL, Photoshop, SEM, ArcSight, Esecurity, RSA, Wireshark, Regular Expressions, Snort, Iptables, IPSec, IDS, Technical Training, Oracle, Microsoft SQL Server, Backbone.js, Knockout.js
Education
University of South Carolina-Columbia 2003 — 2008
Master of Engineering
University of South Carolina-Columbia 2003 — 2005
Graduate Certificate in Information Assurance and Security
University of South Carolina-Columbia 1998 — 2003
Bachelor of Science
Jefferies LLC June 2013 - Present
ESPN March 2013 - May 2013
KnowledgePoint360 Group August 2012 - January 2013
OneWire October 2011 - April 2012
OneWire October 2008 - October 2011
Vigilant, Inc. August 2006 - August 2008
University of South Carolina August 2004 - May 2006
University of South Carolina August 2003 - May 2006
U.S. Geological Survey (USGS) May 2001 - February 2003
ProMetrics April 2000 - February 2001
Skills
Selenium, Java, JavaScript, Linux, Drupal, Bash, Visual Studio, Eclipse, C++, LAMP, PHP, .NET, ASP.NET MVC, jQuery, CSS, JMeter, SQL Server, MySQL, Photoshop, SEM, ArcSight, Esecurity, RSA, Wireshark, Regular Expressions, Snort, Iptables, IPSec, IDS, Technical Training, Oracle, Microsoft SQL Server, Backbone.js, Knockout.js
Education
University of South Carolina-Columbia 2003 — 2008
Master of Engineering
University of South Carolina-Columbia 2003 — 2005
Graduate Certificate in Information Assurance and Security
University of South Carolina-Columbia 1998 — 2003
Bachelor of Science
Gena Szott Gena Szott's Jefferies LLC Experience May 2011 - February 2015
Job PRoject Manager at Tangerine
Industry Hospitality
Experience
Tangerine March 2015 - Present
Jefferies LLC May 2011 - February 2015
Barclays Capital February 2009 - May 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers June 2003 - September 2008
Lehman Brothers 2004 - 2008
Lehman Brothers 2003 - 2008
Skills
Event Management, Corporate Events, Sales, Event Planning, Meeting Planning, Marketing, Marketing Communications, Budgets, Hospitality, Marketing Strategy, Social Media, Management, Public Relations, Contract Negotiation, Customer Service, Leadership
Education
University of Dayton 1999 — 2003
Bachelor of Science in Marketing, Marketing
Tangerine March 2015 - Present
Jefferies LLC May 2011 - February 2015
Barclays Capital February 2009 - May 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers June 2003 - September 2008
Lehman Brothers 2004 - 2008
Lehman Brothers 2003 - 2008
Skills
Event Management, Corporate Events, Sales, Event Planning, Meeting Planning, Marketing, Marketing Communications, Budgets, Hospitality, Marketing Strategy, Social Media, Management, Public Relations, Contract Negotiation, Customer Service, Leadership
Education
University of Dayton 1999 — 2003
Bachelor of Science in Marketing, Marketing
C.J. Wei's Jefferies LLC Experience August 2014 - Present
Job Investment Banking Restructuring & Recapitalization at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2014 - Present
Man Investments June 2011 - July 2014
UNC Applied Investment Management August 2010 - May 2011
Rockefeller & Co., Inc. June 2010 - July 2010
UNC Investment Society August 2009 - April 2010
Skills
Investments, Equity Research, Asset Managment, Hedge Funds, Equities, Mutual Funds, Valuation, Alternative Investments, Asset Management, Investment Banking, Portfolio Management, Mergers & Acquisitions, Asset Allocation, Corporate Finance, Financial Modeling, Bloomberg
Education
University of North Carolina at Chapel Hill 2007 — 2011
Business Administration, Finance and Investments
Jefferies LLC August 2014 - Present
Man Investments June 2011 - July 2014
UNC Applied Investment Management August 2010 - May 2011
Rockefeller & Co., Inc. June 2010 - July 2010
UNC Investment Society August 2009 - April 2010
Skills
Investments, Equity Research, Asset Managment, Hedge Funds, Equities, Mutual Funds, Valuation, Alternative Investments, Asset Management, Investment Banking, Portfolio Management, Mergers & Acquisitions, Asset Allocation, Corporate Finance, Financial Modeling, Bloomberg
Education
University of North Carolina at Chapel Hill 2007 — 2011
Business Administration, Finance and Investments
Alyssa Herring Alyssa Herring's Jefferies LLC Experience August 2012 - January 2015
Job Financial Advisor, Corp Dev BD Strategies at Oxy
Industry Oil & Energy
Experience
Oxy January 2015 - Present
Jefferies LLC August 2012 - January 2015
Skills
PowerPoint, Microsoft Excel, Bloomberg, Valuation, Financial Modeling, Microsoft Word, Corporate Finance, Microsoft Office, Financial Analysis, Social Media
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Oxy January 2015 - Present
Jefferies LLC August 2012 - January 2015
Skills
PowerPoint, Microsoft Excel, Bloomberg, Valuation, Financial Modeling, Microsoft Word, Corporate Finance, Microsoft Office, Financial Analysis, Social Media
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Ashray Kalra Ashray Kalra's Jefferies LLC Experience January 2013 - May 2014
Job Advisory Associate at KPMG
Industry Financial Services
Experience
KPMG US May 2014 - Present
Jefferies LLC January 2013 - May 2014
Gallup January 2011 - December 2012
United Technologies May 2009 - August 2009
Skills
Engineering, Program Management, Finite Element Analysis, Competitive Analysis, Matlab, Data Analysis, Project Management, Analysis, Process Engineering, MS Project, Testing, Process Improvement, Business Analysis
Education
University of Illinois at Urbana-Champaign 2006 — 2010
B.S., Mechanical Engineering
KPMG US May 2014 - Present
Jefferies LLC January 2013 - May 2014
Gallup January 2011 - December 2012
United Technologies May 2009 - August 2009
Skills
Engineering, Program Management, Finite Element Analysis, Competitive Analysis, Matlab, Data Analysis, Project Management, Analysis, Process Engineering, MS Project, Testing, Process Improvement, Business Analysis
Education
University of Illinois at Urbana-Champaign 2006 — 2010
B.S., Mechanical Engineering
Timothy Mingione Timothy Mingione's Jefferies LLC Experience Summer Financial AnalystAppNexusMay 2013 - August 2013
Job Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC Summer Financial AnalystAppNexusMay 2013 - August 2013
Public Power, LLC May 2012 - August 2012
Mingione & Associates, Certified Public Accountants June 2010 - May 2012
Skills
Team Leadership, Microsoft Office, Personality, PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Teamwork, Customer Service, Public Speaking, Social Media, Research, Accounting, Data Analysis, Outlook, Leadership, Financial Analysis, Event Planning
Education
State University of New York at Albany 2010 — 2014
Bachelor of Business Administration (B.B.A.), Financial Analysis Honors
Jefferies LLC Summer Financial AnalystAppNexusMay 2013 - August 2013
Public Power, LLC May 2012 - August 2012
Mingione & Associates, Certified Public Accountants June 2010 - May 2012
Skills
Team Leadership, Microsoft Office, Personality, PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Teamwork, Customer Service, Public Speaking, Social Media, Research, Accounting, Data Analysis, Outlook, Leadership, Financial Analysis, Event Planning
Education
State University of New York at Albany 2010 — 2014
Bachelor of Business Administration (B.B.A.), Financial Analysis Honors
P.J. DuWors's Jefferies LLC Experience December 2013 - Present
Job SVP, Structured Notes Trading at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC December 2013 - Present
UBS Investment Bank November 2010 - November 2013
Barclays Investment Bank October 2008 - October 2010
Lehman Brothers July 2006 - September 2008
Northrop Grumman Corporation August 2001 - May 2005
Education
UCLA Anderson School of Management 2003 — 2006
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
Jefferies LLC December 2013 - Present
UBS Investment Bank November 2010 - November 2013
Barclays Investment Bank October 2008 - October 2010
Lehman Brothers July 2006 - September 2008
Northrop Grumman Corporation August 2001 - May 2005
Education
UCLA Anderson School of Management 2003 — 2006
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
David Bailey David Bailey's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Hammond Hanlon Camp LLC May 2013 - July 2013
HDH Advisors, LLC February 2013 - May 2013
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters of Science in Finance
University of Georgia - Terry College of Business 2008 — 2012
Bachelors, Banking and Finance
Jefferies LLC July 2014 - Present
Hammond Hanlon Camp LLC May 2013 - July 2013
HDH Advisors, LLC February 2013 - May 2013
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters of Science in Finance
University of Georgia - Terry College of Business 2008 — 2012
Bachelors, Banking and Finance
Karan Chaudhary's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies
Industry Financial Services
Experience
Jefferies LLC July 2014 - Present
Jefferies LLC May 2013 - August 2013
Virtus Capital October 2012 - January 2013
Goldman Sachs June 2012 - August 2012
Murray and Co. Asset Management Limited February 2012 - May 2012
Best Buy May 2011 - August 2011
La Quinta Hotel May 2010 - August 2010
Skills
Excel, PowerPoint, Word, Visual Basic, SAS, Python, @Risk, Argus Modeling, Social Networking, Photoshop, Analysis, Microsoft Excel, Financial Modeling, Customer Service, Microsoft Word, Finance, Market Research, Investment Banking, Mergers, Bloomberg, Valuation, Capital IQ, Data Analysis, Financial Analysis, Bloomberg Terminal, Microsoft Office, Banking, Financial Reporting, DCF
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance Business Honors
Jefferies LLC July 2014 - Present
Jefferies LLC May 2013 - August 2013
Virtus Capital October 2012 - January 2013
Goldman Sachs June 2012 - August 2012
Murray and Co. Asset Management Limited February 2012 - May 2012
Best Buy May 2011 - August 2011
La Quinta Hotel May 2010 - August 2010
Skills
Excel, PowerPoint, Word, Visual Basic, SAS, Python, @Risk, Argus Modeling, Social Networking, Photoshop, Analysis, Microsoft Excel, Financial Modeling, Customer Service, Microsoft Word, Finance, Market Research, Investment Banking, Mergers, Bloomberg, Valuation, Capital IQ, Data Analysis, Financial Analysis, Bloomberg Terminal, Microsoft Office, Banking, Financial Reporting, DCF
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance Business Honors
Justin Reed Justin Reed's Jefferies LLC Experience September 2014 - Present
Job Associate, Healthcare Investment Banking at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC September 2014 - Present
Jefferies LLC May 2013 - August 2013
UWAMIT-- Commercializing molecular imaging and therapy technology August 2010 - May 2013
JeNu Biosciences 2008 - May 2013
Joppio (A new way to search for apps www.joppio.com) June 2009 - April 2013
Jonova January 2009 - August 2010
Mirabilis Medica September 2006 - September 2009
Accentus Medical 2004 - 2006
Center for Industrial and Medical Ultrasound September 1999 - June 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA
University of Washington 2004 — 2006
MS Physics
University of Washington 1999 — 2004
BS Physics
Jefferies LLC September 2014 - Present
Jefferies LLC May 2013 - August 2013
UWAMIT-- Commercializing molecular imaging and therapy technology August 2010 - May 2013
JeNu Biosciences 2008 - May 2013
Joppio (A new way to search for apps www.joppio.com) June 2009 - April 2013
Jonova January 2009 - August 2010
Mirabilis Medica September 2006 - September 2009
Accentus Medical 2004 - 2006
Center for Industrial and Medical Ultrasound September 1999 - June 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA
University of Washington 2004 — 2006
MS Physics
University of Washington 1999 — 2004
BS Physics
Barb Roche Barb Roche's Jefferies LLC Experience January 1997 - Present
Job Vice President Senior Manager, Creative Services.
Industry Financial Services
Experience
Jefferies LLC January 1997 - Present
AGI March 1994 - December 1996
Skills
Works well with a team, Team-oriented, Business Networking, Personal Communication, Graphic Design, Corporate Development, Marketing, Corporate Branding, Graphics, Brand Development, Digital Media, E-commerce, Entrepreneurship, Strategic Partnerships, Strategy, Video, Social Media Marketing, Direct Marketing, Online Marketing, Advertising, Digital Marketing, Social Media, Consulting, Leadership, Management
Education
University of Minnesota-Duluth 1981 — 1986
Bachelor’s Degree, Commercial and Advertising Art
UCLA
University of Birmingham
BA, graphic design studies; visual communications; liberal arts
Jefferies LLC January 1997 - Present
AGI March 1994 - December 1996
Skills
Works well with a team, Team-oriented, Business Networking, Personal Communication, Graphic Design, Corporate Development, Marketing, Corporate Branding, Graphics, Brand Development, Digital Media, E-commerce, Entrepreneurship, Strategic Partnerships, Strategy, Video, Social Media Marketing, Direct Marketing, Online Marketing, Advertising, Digital Marketing, Social Media, Consulting, Leadership, Management
Education
University of Minnesota-Duluth 1981 — 1986
Bachelor’s Degree, Commercial and Advertising Art
UCLA
University of Birmingham
BA, graphic design studies; visual communications; liberal arts
Natyira Feliz's Jefferies LLC Experience July 2013 - Present
Job Investment Banking Analyst at Jefferies & Company
Industry Investment Banking
Experience
Jefferies LLC July 2013 - Present
Jefferies & Company June 2012 - August 2012
Pathway Capital Management September 2011 - May 2012
Bank of America-Merrill Lynch October 2010 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Thompson One, Capital IQ
Education
University of California 2009 — 2013
Bachelor of Arts, Business Economics
Jefferies LLC July 2013 - Present
Jefferies & Company June 2012 - August 2012
Pathway Capital Management September 2011 - May 2012
Bank of America-Merrill Lynch October 2010 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Thompson One, Capital IQ
Education
University of California 2009 — 2013
Bachelor of Arts, Business Economics
Chris Silvey Chris Silvey's Jefferies LLC Experience July 2015 - Present
Job Fixed Income Sales and Trading Analyst at Jefferies LLC
Industry Banking
Experience
Jefferies LLC July 2015 - Present
Jefferies June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Salisbury Suppliers September 2009 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Time Management, Leadership
Education
University of Richmond 2011 — 2015
Bachelor of Science (B.S.), Finance
Jefferies LLC July 2015 - Present
Jefferies June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Salisbury Suppliers September 2009 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Time Management, Leadership
Education
University of Richmond 2011 — 2015
Bachelor of Science (B.S.), Finance
Narendra Chokshi's Jefferies LLC Experience September 2013 - Present
Job Vice President, Investment Banking
Industry Investment Banking
Experience
Jefferies LLC September 2013 - Present
Bank of America Merrill Lynch October 2010 - June 2013
Piper Jaffray July 2008 - October 2010
Bear Stearns July 2007 - June 2008
KPMG June 1998 - June 2005
Skills
Valuation, Financial Modeling, Financial Institutions, Investment Banking, Capital Markets, Equity Research, Fixed Income, Private Equity, Equities, Corporate Finance, Corporate Development, LBO, Bloomberg, Hedge Funds, Mergers & Acquisitions, Due Diligence, Venture Capital, Alternative Investments, Financial Structuring, Structured Finance, M&A experience
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Corporate Finance
University of Mumbai 2002 — 2003
Master of Commerce I, Business Policy, Economics, Financial and Cost Accounting
Institute of Chartered Accountants of India 1998 — 2001
Chartered Accountant, Accounting, Taxation
University of Mumbai 1993 — 1998
Bachelor of Commerce, Economics, Accounting, Human Resources
Cathedral & John Connon School 1983 — 1993
ICSE
Jefferies LLC September 2013 - Present
Bank of America Merrill Lynch October 2010 - June 2013
Piper Jaffray July 2008 - October 2010
Bear Stearns July 2007 - June 2008
KPMG June 1998 - June 2005
Skills
Valuation, Financial Modeling, Financial Institutions, Investment Banking, Capital Markets, Equity Research, Fixed Income, Private Equity, Equities, Corporate Finance, Corporate Development, LBO, Bloomberg, Hedge Funds, Mergers & Acquisitions, Due Diligence, Venture Capital, Alternative Investments, Financial Structuring, Structured Finance, M&A experience
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Corporate Finance
University of Mumbai 2002 — 2003
Master of Commerce I, Business Policy, Economics, Financial and Cost Accounting
Institute of Chartered Accountants of India 1998 — 2001
Chartered Accountant, Accounting, Taxation
University of Mumbai 1993 — 1998
Bachelor of Commerce, Economics, Accounting, Human Resources
Cathedral & John Connon School 1983 — 1993
ICSE
Jesus Rafael Aguirre Jesus Rafael Aguirre's Jefferies LLC Experience May 2014 - August 2014
Job Business Advisory Consultant at Ernst & Young
Industry Banking
Experience
EY March 2015 - Present
Jefferies LLC May 2014 - August 2014
Simon Business School, University of Rochester January 2014 - May 2014
University of Rochester December 2011 - May 2014
University of Rochester August 2011 - June 2013
BAAL NAK’ REINSURANCE CONSULTANT June 2012 - August 2012
BranchOut January 2012 - August 2012
Grupo Mayan May 2011 - August 2011
Price Travel May 2010 - December 2010
New York University Abu Dhabi October 2009 - November 2009
Skills
Spanish, Research, Public Speaking, Leadership, Data Analysis, Economic Research, Microsoft Office, Microsoft Excel, PowerPoint, Stata, English, Microsoft Word, Chinese, Teamwork, Strategic Planning, Portfolio Management, Econometrics, Social Media, HTML, Recruiting, Customer Service, Financial Risk, Loans, Marketing Strategy
Education
University of Rochester 2011 — 2014
Bachelor of Arts (BA), Financial Economics, and Mathematics
American School of Puerto Vallarta 2008 — 2010
EY March 2015 - Present
Jefferies LLC May 2014 - August 2014
Simon Business School, University of Rochester January 2014 - May 2014
University of Rochester December 2011 - May 2014
University of Rochester August 2011 - June 2013
BAAL NAK’ REINSURANCE CONSULTANT June 2012 - August 2012
BranchOut January 2012 - August 2012
Grupo Mayan May 2011 - August 2011
Price Travel May 2010 - December 2010
New York University Abu Dhabi October 2009 - November 2009
Skills
Spanish, Research, Public Speaking, Leadership, Data Analysis, Economic Research, Microsoft Office, Microsoft Excel, PowerPoint, Stata, English, Microsoft Word, Chinese, Teamwork, Strategic Planning, Portfolio Management, Econometrics, Social Media, HTML, Recruiting, Customer Service, Financial Risk, Loans, Marketing Strategy
Education
University of Rochester 2011 — 2014
Bachelor of Arts (BA), Financial Economics, and Mathematics
American School of Puerto Vallarta 2008 — 2010
Michael Cho Michael Cho's Jefferies LLC Experience 2012 - 2013
Job Associate, Investment Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2013 - Present
Jefferies LLC 2012 - 2013
US Army 2005 - 2010
Skills
Valuation, Leadership, Financial Modeling, Investment Banking, Financial Analysis, Project Planning, Military, Mergers & Acquisitions, Finance, Corporate Finance, Investments, Entrepreneurship, Business Analysis, Business Strategy, Program Management, Derivatives, Economics, Management, Capital Markets, Market Research, Asset Management, Data Analysis, Management Consulting, Government, Strategy, Strategic Planning, Due Diligence, Business Development, Competitive Analysis, Operational Planning, Equities, Security Clearance, Private Equity, Risk Management, Analysis, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of London
MSc.
United States Military Academy at West Point
B.S.
J.P. Morgan 2013 - Present
Jefferies LLC 2012 - 2013
US Army 2005 - 2010
Skills
Valuation, Leadership, Financial Modeling, Investment Banking, Financial Analysis, Project Planning, Military, Mergers & Acquisitions, Finance, Corporate Finance, Investments, Entrepreneurship, Business Analysis, Business Strategy, Program Management, Derivatives, Economics, Management, Capital Markets, Market Research, Asset Management, Data Analysis, Management Consulting, Government, Strategy, Strategic Planning, Due Diligence, Business Development, Competitive Analysis, Operational Planning, Equities, Security Clearance, Private Equity, Risk Management, Analysis, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of London
MSc.
United States Military Academy at West Point
B.S.
Cliffton Chin Cliffton Chin's Jefferies LLC Experience 2014 - 2014
Job Investment Banking Associate
Industry Investment Banking
Experience
Toyota North America 2014 - 2015
Jefferies LLC 2014 - 2014
Carat 2011 - 2013
Universal McCann 2009 - 2011
MRM Worldwide 2008 - 2009
Skills
Analytics, Competitive Analysis, Financial Modeling, Marketing, Market Analysis, Strategy, Data Analysis, Segmentation, Digital Media, Customer Insight, Web Analytics, Valuation, Digital Strategy
Education
UCLA Anderson School of Management, Full Time MBA Program 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business 2003 — 2007
Bachelor of Science, Business Administration
University of California, Berkeley, Mechanical Engineering 2003 — 2007
Bachelor of Science, Mechanical Engineering
Toyota North America 2014 - 2015
Jefferies LLC 2014 - 2014
Carat 2011 - 2013
Universal McCann 2009 - 2011
MRM Worldwide 2008 - 2009
Skills
Analytics, Competitive Analysis, Financial Modeling, Marketing, Market Analysis, Strategy, Data Analysis, Segmentation, Digital Media, Customer Insight, Web Analytics, Valuation, Digital Strategy
Education
UCLA Anderson School of Management, Full Time MBA Program 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business 2003 — 2007
Bachelor of Science, Business Administration
University of California, Berkeley, Mechanical Engineering 2003 — 2007
Bachelor of Science, Mechanical Engineering
Nate Volpert Nate Volpert's Jefferies LLC Experience May 2014 - August 2014
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2015 - Present
Jefferies LLC May 2014 - August 2014
Stone + McCarthy Research Associates May 2013 - August 2013
University of Richmond Athletics January 2012 - July 2013
Trinity Financial Partners May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Financial Modeling, Financial Markets, Investments
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Finance, General
The Haverford School 2007 — 2011
BlackRock July 2015 - Present
Jefferies LLC May 2014 - August 2014
Stone + McCarthy Research Associates May 2013 - August 2013
University of Richmond Athletics January 2012 - July 2013
Trinity Financial Partners May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Financial Modeling, Financial Markets, Investments
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Finance, General
The Haverford School 2007 — 2011
Edward Baulch Edward Baulch's Jefferies LLC Experience April 2011 - Present
Job Account Executive at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC April 2011 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Towson University 1992 — 1998
Bachelor of Arts (B.A.), International/Global Studies
Chaminade High School 1988 — 1992
Jefferies LLC April 2011 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Towson University 1992 — 1998
Bachelor of Arts (B.A.), International/Global Studies
Chaminade High School 1988 — 1992
Bob Sievers Bob Sievers's Jefferies LLC Experience May 2006 - May 2010
Job Sales Agent at Shorewood Realtors
Industry Real Estate
Experience
Shorewood Realtors July 2014 - Present
Sievers Capital May 2010 - July 2014
Jefferies LLC May 2006 - May 2010
Jefferies LLC 2004 - 2006
Access Securities LLC 1998 - 2001
Gruntal & Co. 1993 - 1998
Wedbush Morgan Securities 1986 - 1993
Skills
Real Estate, Residential Homes, First Time Home Buyers, Real Estate Transactions, Real Estate Development, Income Properties, Negotiation, Sales, People-oriented, Competitive Analysis, Proprietary Trading, Capital Markets, Investments, Hedge Funds, Equities, Trading
Education
University of Southern California 1980 — 1984
Bachelor of Science (BS), Business/Finance
Palisades High 1977 — 1980
Shorewood Realtors July 2014 - Present
Sievers Capital May 2010 - July 2014
Jefferies LLC May 2006 - May 2010
Jefferies LLC 2004 - 2006
Access Securities LLC 1998 - 2001
Gruntal & Co. 1993 - 1998
Wedbush Morgan Securities 1986 - 1993
Skills
Real Estate, Residential Homes, First Time Home Buyers, Real Estate Transactions, Real Estate Development, Income Properties, Negotiation, Sales, People-oriented, Competitive Analysis, Proprietary Trading, Capital Markets, Investments, Hedge Funds, Equities, Trading
Education
University of Southern California 1980 — 1984
Bachelor of Science (BS), Business/Finance
Palisades High 1977 — 1980
Robin David Ji Robin David Ji's Jefferies LLC Experience July 2013 - April 2014
Job Product Strategy & Operations, Consumer at LinkedIn
Industry Internet
Experience
LinkedIn August 2015 - Present
Morgan Stanley April 2014 - August 2015
Jefferies LLC July 2013 - April 2014
Jefferies LLC June 2012 - August 2012
Alpha Upsilon Consulting September 2011 - June 2012
Bank of America Merrill Lynch September 2011 - December 2011
Focus Advisory Services August 2011 - December 2011
Premier Comprehensive Financial June 2011 - August 2011
David Geffen School of Medicine at UCLA September 2010 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Finance, Business Strategy, Capital IQ, Entrepreneurship, SQL, Business Operations
Education
University of California, Los Angeles 2009 — 2013
LinkedIn August 2015 - Present
Morgan Stanley April 2014 - August 2015
Jefferies LLC July 2013 - April 2014
Jefferies LLC June 2012 - August 2012
Alpha Upsilon Consulting September 2011 - June 2012
Bank of America Merrill Lynch September 2011 - December 2011
Focus Advisory Services August 2011 - December 2011
Premier Comprehensive Financial June 2011 - August 2011
David Geffen School of Medicine at UCLA September 2010 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Finance, Business Strategy, Capital IQ, Entrepreneurship, SQL, Business Operations
Education
University of California, Los Angeles 2009 — 2013
Sean Rogers's Jefferies LLC Experience February 2014 - Present
Job Jefferies LLC.
Industry Financial Services
Experience
Jefferies LLC February 2014 - Present
University of Notre Dame May 2012 - May 2013
Jefferson Secondary School Mentoring Program January 2009 - March 2013
Realty Capital Securities June 2012 - August 2012
CM&F GROUP, INC June 2011 - August 2011
Halliday Financial Group December 2010 - January 2011
Skills
Financial Analysis, Alternative Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Equities, REIT, Investments, Strategic Planning, Public Speaking, Access, Data Analysis, Sales
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Holy Trinity High School 2004 — 2008
Jefferies LLC February 2014 - Present
University of Notre Dame May 2012 - May 2013
Jefferson Secondary School Mentoring Program January 2009 - March 2013
Realty Capital Securities June 2012 - August 2012
CM&F GROUP, INC June 2011 - August 2011
Halliday Financial Group December 2010 - January 2011
Skills
Financial Analysis, Alternative Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Equities, REIT, Investments, Strategic Planning, Public Speaking, Access, Data Analysis, Sales
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Holy Trinity High School 2004 — 2008
Matheus Lara M. Pereira Matheus Lara M. Pereira's Jefferies LLC Experience May 2014 - August 2014
Job Statistical Arbitrage Trader at Flow Traders
Industry Financial Services
Experience
Flow Traders August 2014 - Present
The Wharton School May 2014 - May 2015
Jefferies LLC May 2014 - August 2014
Skills
Business Strategy, Strategic Planning, Business Planning, Foreign Exchange, Financial Modeling, FX Derivatives, Microsoft Excel, IT Solutions, Project Team Management, International Economics, Macroeconomics
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Finance, Operation and Information Management.
Westtown School 2008 — 2011
High School Diploma
Flow Traders August 2014 - Present
The Wharton School May 2014 - May 2015
Jefferies LLC May 2014 - August 2014
Skills
Business Strategy, Strategic Planning, Business Planning, Foreign Exchange, Financial Modeling, FX Derivatives, Microsoft Excel, IT Solutions, Project Team Management, International Economics, Macroeconomics
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Finance, Operation and Information Management.
Westtown School 2008 — 2011
High School Diploma
Luke Brzozowski Luke Brzozowski's Jefferies LLC Experience November 2013 - September 2014
Job Research Associate at Eminence Capital
Industry Investment Management
Experience
Eminence Capital October 2014 - Present
Jefferies LLC November 2013 - September 2014
Stephens Inc. June 2012 - November 2013
Credit Suisse June 2011 - August 2011
Education
University of Pennsylvania 2008 — 2012
B.A., Economics
St. Ignatius High School 2004 — 2008
Eminence Capital October 2014 - Present
Jefferies LLC November 2013 - September 2014
Stephens Inc. June 2012 - November 2013
Credit Suisse June 2011 - August 2011
Education
University of Pennsylvania 2008 — 2012
B.A., Economics
St. Ignatius High School 2004 — 2008
Abishai Pinto's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Goldman Sachs June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Southwest Airlines January 2012 - April 2012
U.S. Department of State May 2010 - August 2010
Southern Methodist University May 2009 - August 2009
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.) and Bachelor of Arts (B.A), Finance and Economics
Jefferies LLC July 2014 - Present
Goldman Sachs June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Southwest Airlines January 2012 - April 2012
U.S. Department of State May 2010 - August 2010
Southern Methodist University May 2009 - August 2009
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.) and Bachelor of Arts (B.A), Finance and Economics
Robel S Kidane Robel S Kidane's Jefferies LLC Experience July 2012 - Present
Job Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2012 - Present
Education
University of Cincinnati 2007 — 2012
BBA, Finance
Jefferies LLC July 2012 - Present
Education
University of Cincinnati 2007 — 2012
BBA, Finance
Brian Chase Brian Chase's Jefferies LLC Experience 2006 - 2009
Job COO at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2009 - Present
Jefferies LLC 2006 - 2009
Citi 1991 - 2006
Education
University of Illinois at Chicago 1984 — 1988
Bachelor's degree, Accounting and Finance
BNY Mellon 2009 - Present
Jefferies LLC 2006 - 2009
Citi 1991 - 2006
Education
University of Illinois at Chicago 1984 — 1988
Bachelor's degree, Accounting and Finance
Gregory Danseglio's Jefferies LLC Experience May 2014 - August 2014
Job StudentAthlete
Industry
Experience
Tangible Media December 2014 - January 2015
Jefferies LLC May 2014 - August 2014
University of Virginia September 2011 - May 2014
Long Island Express Lacrosse June 2011 - September 2013
Skills
Communication Skills, Strong Work Ethic, Teamwork Skills, Interpersonal Skills, Leadership, Adaptability, Time Management, Teamwork, Team-oriented, Communication, Event Planning, Marketing, Public Speaking, Research
Education
University of Maryland College Park 2015 — 2016
Bachelor's degree, Economics
University of Virginia 2011 — 2014
Saint Anthony's High School 2008 — 2011
Tangible Media December 2014 - January 2015
Jefferies LLC May 2014 - August 2014
University of Virginia September 2011 - May 2014
Long Island Express Lacrosse June 2011 - September 2013
Skills
Communication Skills, Strong Work Ethic, Teamwork Skills, Interpersonal Skills, Leadership, Adaptability, Time Management, Teamwork, Team-oriented, Communication, Event Planning, Marketing, Public Speaking, Research
Education
University of Maryland College Park 2015 — 2016
Bachelor's degree, Economics
University of Virginia 2011 — 2014
Saint Anthony's High School 2008 — 2011
Yonatan Naymark's Jefferies LLC Experience July 2014 - September 2015
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - September 2015
Jefferies & Company May 2013 - July 2013
Skills
Valuation, Investment Banking, Equity Research, Equities, Derivatives, Private Equity, LBO, Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equity Valuation, DCF, Bloomberg Terminal
Education
University of Florida 2012 — 2014
Master of Science, Finance
University of Florida 2010 — 2013
Bachelor of Science, Finance
Jefferies LLC July 2014 - September 2015
Jefferies & Company May 2013 - July 2013
Skills
Valuation, Investment Banking, Equity Research, Equities, Derivatives, Private Equity, LBO, Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Equity Valuation, DCF, Bloomberg Terminal
Education
University of Florida 2012 — 2014
Master of Science, Finance
University of Florida 2010 — 2013
Bachelor of Science, Finance
Brandon Pinn's Jefferies LLC Experience July 2014 - August 2015
Job Associate at Blackstone Advisory Partners
Industry Investment Banking
Experience
The Blackstone Group August 2015 - Present
Jefferies LLC July 2014 - August 2015
Jefferies LLC July 2011 - June 2014
UCSB Finance Connection March 2010 - March 2011
Citi June 2010 - August 2010
UCSB Finance Connection April 2009 - March 2010
Houlihan Lokey Financial Restructuring Group June 2009 - August 2009
Skills
Financial Modeling
Education
University of California, Santa Barbara 2007 — 2011
Economics/Mathematics
The Blackstone Group August 2015 - Present
Jefferies LLC July 2014 - August 2015
Jefferies LLC July 2011 - June 2014
UCSB Finance Connection March 2010 - March 2011
Citi June 2010 - August 2010
UCSB Finance Connection April 2009 - March 2010
Houlihan Lokey Financial Restructuring Group June 2009 - August 2009
Skills
Financial Modeling
Education
University of California, Santa Barbara 2007 — 2011
Economics/Mathematics
Lisa Karabel Lisa Karabel's Jefferies LLC Experience December 2013 - Present
Job Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC December 2013 - Present
Jefferies & Company October 2011 - Present
Rabobank September 2010 - October 2011
Skills
Valuation, Mergers, LBO, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2010
South Broward 2002 — 2006
Jefferies LLC December 2013 - Present
Jefferies & Company October 2011 - Present
Rabobank September 2010 - October 2011
Skills
Valuation, Mergers, LBO, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2010
South Broward 2002 — 2006
Ariella Morrow Ariella Morrow's Jefferies LLC Experience January 2014 - Present
Job Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC January 2014 - Present
Jefferies & Company July 2007 - Present
Unilever June 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Jefferies LLC January 2014 - Present
Jefferies & Company July 2007 - Present
Unilever June 2006 - August 2006
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Sam Kahn Sam Kahn's Jefferies LLC Experience July 2013 - July 2015
Job Private Equity Associate at GI Partners
Industry Venture Capital & Private Equity
Experience
GI Partners August 2015 - Present
Jefferies LLC July 2013 - July 2015
Jefferies LLC May 2012 - August 2012
J.H. Cohn LLP July 2011 - August 2011
StormHarbour Securities May 2011 - June 2011
J.H. Cohn LLP June 2010 - July 2010
Skills
Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, Valuation, Mergers & Acquisitions, Fixed Income, Bloomberg, Corporate Finance, Microsoft Office
Education
University of Florida - Hough Graduate School of Business 2011 — 2013
M.S., Finance
University of Florida - Warrington College Of Business 2009 — 2013
B.S., Finance
GI Partners August 2015 - Present
Jefferies LLC July 2013 - July 2015
Jefferies LLC May 2012 - August 2012
J.H. Cohn LLP July 2011 - August 2011
StormHarbour Securities May 2011 - June 2011
J.H. Cohn LLP June 2010 - July 2010
Skills
Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, Valuation, Mergers & Acquisitions, Fixed Income, Bloomberg, Corporate Finance, Microsoft Office
Education
University of Florida - Hough Graduate School of Business 2011 — 2013
M.S., Finance
University of Florida - Warrington College Of Business 2009 — 2013
B.S., Finance
Herb Eppich's Jefferies LLC Experience July 2013 - Present
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies LLC July 2013 - Present
Centennial Golf Club May 2007 - July 2013
Jefferies & Company June 2012 - August 2012
MD Sass Investors Services January 2011 - January 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Financial Analysis, Customer Service, Accounting, Market Research
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Accounting
Jefferies LLC July 2013 - Present
Centennial Golf Club May 2007 - July 2013
Jefferies & Company June 2012 - August 2012
MD Sass Investors Services January 2011 - January 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Financial Analysis, Customer Service, Accounting, Market Research
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Accounting
Chris Beller, CFA Chris Beller, CFA's Jefferies LLC Experience January 2014 - Present
Job at
Industry Financial Services
Experience
Jefferies LLC January 2014 - Present
Jennison Associates July 2011 - June 2013
Deutsche Bank June 2010 - April 2011
Fidelity Capital Markets August 2008 - August 2009
Skills
Analytics, Bloomberg, Equities, Fixed Income, Interest Rate..., Markitwire, Smartstream TLM, Credit Derivatives, Prime Brokerage, Finance, Swaps
Education
University of North Florida 2004 — 2007
Bachelor of Business Administration, Finance
Jefferies LLC January 2014 - Present
Jennison Associates July 2011 - June 2013
Deutsche Bank June 2010 - April 2011
Fidelity Capital Markets August 2008 - August 2009
Skills
Analytics, Bloomberg, Equities, Fixed Income, Interest Rate..., Markitwire, Smartstream TLM, Credit Derivatives, Prime Brokerage, Finance, Swaps
Education
University of North Florida 2004 — 2007
Bachelor of Business Administration, Finance
Daniel Ma Daniel Ma's Jefferies LLC Experience July 2013 - June 2015
Job Growth Equity Investor at TA Associates
Industry Venture Capital & Private Equity
Experience
TA Associates July 2015 - Present
Jefferies LLC July 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Bloomberg, Capital IQ, DCF, Private Equity, Microsoft Office, Investments
Education
University of California, Berkeley 2009 — 2012
BA, Economics, Certificate in Entrepreneurship and Technology
Long Beach Polytechnic High School 2005 — 2009
TA Associates July 2015 - Present
Jefferies LLC July 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Bloomberg, Capital IQ, DCF, Private Equity, Microsoft Office, Investments
Education
University of California, Berkeley 2009 — 2012
BA, Economics, Certificate in Entrepreneurship and Technology
Long Beach Polytechnic High School 2005 — 2009
Gregory Crooks's Jefferies LLC Experience September 2013 - Present
Job Vice President, Healthcare Investment Banking at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC September 2013 - Present
Skills
Capital Markets, Corporate Finance, Investment Banking, Financial Modeling, Valuation, Mergers, Financial Analysis, Finance, Equities, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2006
MBA, Finance
Virginia Polytechnic Institute and State University 1994 — 1998
BSCpE, Computer Engineering
Jefferies LLC September 2013 - Present
Skills
Capital Markets, Corporate Finance, Investment Banking, Financial Modeling, Valuation, Mergers, Financial Analysis, Finance, Equities, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2006
MBA, Finance
Virginia Polytechnic Institute and State University 1994 — 1998
BSCpE, Computer Engineering
Stephen Kroculick's Jefferies LLC Experience April 2014 - Present
Job Vice President at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC April 2014 - Present
Jefferies & Company March 2011 - Present
Marwood Group February 2010 - March 2011
Citigroup, Morgan Stanley Smith Barney November 2005 - February 2010
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
University of Pennsylvania 2001 — 2005
Jefferies LLC April 2014 - Present
Jefferies & Company March 2011 - Present
Marwood Group February 2010 - March 2011
Citigroup, Morgan Stanley Smith Barney November 2005 - February 2010
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
University of Pennsylvania 2001 — 2005
Erik Violante's Jefferies LLC Experience 2010 - June 2015
Job Vice President at Deutsche Bank; Mergers & Acquisitions
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
Jefferies LLC 2010 - June 2015
UBS Investment Bank 2006 - 2010
Skills
Financial Modeling, Investment Banking, Valuation, Latin America, LBO, Corporate Finance, Capital Markets, Emerging Markets, Fixed Income, DCF, Financial Analysis, Credit Analysis, Banking, M, Project Finance, Equity Valuation, Securities, Financial Markets, Financial Institutions, Financial Structuring, M&A execution, M&A analysis, Business Development, Strategy, Equity Research, Due Diligence, Mergers & Acquisitions, Private Equity, Equities, Bloomberg, Finance, Corporate Development, Business Strategy, Investments
Education
University of Pennsylvania 2002 — 2006
Bachelor of Science (B.Sc.) in Economics, Finance, Marketing
Lycee International de St. Germain-en-Laye 1998 — 2002
Baccalaureat Economique et Sociale
Deutsche Bank June 2015 - Present
Jefferies LLC 2010 - June 2015
UBS Investment Bank 2006 - 2010
Skills
Financial Modeling, Investment Banking, Valuation, Latin America, LBO, Corporate Finance, Capital Markets, Emerging Markets, Fixed Income, DCF, Financial Analysis, Credit Analysis, Banking, M, Project Finance, Equity Valuation, Securities, Financial Markets, Financial Institutions, Financial Structuring, M&A execution, M&A analysis, Business Development, Strategy, Equity Research, Due Diligence, Mergers & Acquisitions, Private Equity, Equities, Bloomberg, Finance, Corporate Development, Business Strategy, Investments
Education
University of Pennsylvania 2002 — 2006
Bachelor of Science (B.Sc.) in Economics, Finance, Marketing
Lycee International de St. Germain-en-Laye 1998 — 2002
Baccalaureat Economique et Sociale
Nick Bate's Jefferies LLC Experience May 2014 - July 2015
Job Senior Vice President at ED&F MAN Capital Markets
Industry Investment Banking
Experience
ED&F MAN Capital Markets Ltd July 2015 - Present
Jefferies LLC May 2014 - July 2015
Compagnie Financiere Tradition September 2010 - April 2014
Societe Generale January 2008 - August 2010
Societe Generale January 2001 - January 2008
Skills
Energy, Commodities, Trading, Derivatives, Options, Power Trading, Commodity, Hedging, Hedge Funds, Commodity Markets, Options Strategies, Risk Management, Volatility Arbitrage, Volatility, Energy Markets, Market Making, Trading Strategies, Trading Systems, Swaps, Structured Products, Equity Derivatives, Electronic Trading, Financial Markets, Bloomberg, Proprietary Trading
Education
University of Leeds 1986 — 1990
BA Comb Hons
Eton College 1981 — 1985
ED&F MAN Capital Markets Ltd July 2015 - Present
Jefferies LLC May 2014 - July 2015
Compagnie Financiere Tradition September 2010 - April 2014
Societe Generale January 2008 - August 2010
Societe Generale January 2001 - January 2008
Skills
Energy, Commodities, Trading, Derivatives, Options, Power Trading, Commodity, Hedging, Hedge Funds, Commodity Markets, Options Strategies, Risk Management, Volatility Arbitrage, Volatility, Energy Markets, Market Making, Trading Strategies, Trading Systems, Swaps, Structured Products, Equity Derivatives, Electronic Trading, Financial Markets, Bloomberg, Proprietary Trading
Education
University of Leeds 1986 — 1990
BA Comb Hons
Eton College 1981 — 1985
Edward Chung's Jefferies LLC Experience November 2013 - Present
Job Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC November 2013 - Present
Deutsche Bank September 1999 - November 2013
Stanford University October 1993 - August 1999
Skills
Equity Research, Industry Analysis, Valuation, Financial Modeling, Investment Banking, Due Diligence, Equity Valuation, Equities, Capital Markets
Education
The University of Texas at Austin 1997 — 1998
Master of Science (MSc), Technology Management
The University of Texas at Austin 1987 — 1991
Bachelor of Arts (B.A.), Biology
Jefferies LLC November 2013 - Present
Deutsche Bank September 1999 - November 2013
Stanford University October 1993 - August 1999
Skills
Equity Research, Industry Analysis, Valuation, Financial Modeling, Investment Banking, Due Diligence, Equity Valuation, Equities, Capital Markets
Education
The University of Texas at Austin 1997 — 1998
Master of Science (MSc), Technology Management
The University of Texas at Austin 1987 — 1991
Bachelor of Arts (B.A.), Biology
Sheryl Goretskie's Jefferies LLC Experience October 2012 - November 2013
Job Documentation Manager
Industry Financial Services
Experience
Archer Daniels Midland Company June 2014 - Present
Jefferies LLC October 2012 - November 2013
MF Global Inc. August 2008 - November 2011
Merrill Lynch October 2005 - August 2008
Positive Paws Dog July 2004 - December 2005
Goodwill Industries November 2001 - July 2004
Education
The University of Kansas 1995 — 1999
William Rainey Harper Community College
American Sign Language Interpreting
Archer Daniels Midland Company June 2014 - Present
Jefferies LLC October 2012 - November 2013
MF Global Inc. August 2008 - November 2011
Merrill Lynch October 2005 - August 2008
Positive Paws Dog July 2004 - December 2005
Goodwill Industries November 2001 - July 2004
Education
The University of Kansas 1995 — 1999
William Rainey Harper Community College
American Sign Language Interpreting
John Reardon's Jefferies LLC Experience October 2007 - May 2014
Job Client Engineer Manager for Jefferies LLC at FIS
Industry Information Technology and Services
Experience
FIS June 2014 - Present
Jefferies LLC October 2007 - May 2014
HP June 2005 - October 2007
SG Cowen December 2003 - June 2005
Perot Systems June 1998 - December 2003
Union Bank of Switzerland December 1997 - June 1998
Skills
Disaster Recovery, Virtualization, VMware, ITIL, Vendor Management, Active Directory, Data Center, Windows Server, HP, Cloud Computing, Operating Systems, Windows 7, IT Service Management, Infrastructure, Enterprise Architecture, System Deployment, XP, Business Continuity, IT Strategy, Microsoft Exchange, Windows, Outsourcing, Security, IT Management, Wise Packaging, Citrix, SCCM, thinapp, Server Architecture, Incident Management, Servers, Information Technology, Microsoft Technologies, VMware Infrastructure, VMware ESX, Information Security, SAN, System Administration, Solaris, Cisco Technologies, Storage Area Networks, Unix, IIS, Storage, DNS, Integration, Applications, Windows XP, Firewalls, Technical Support
Education
University of Phoenix 2003 — 2007
BS, Information Technology
University of Phoenix 2003 — 2005
AA, General
FIS June 2014 - Present
Jefferies LLC October 2007 - May 2014
HP June 2005 - October 2007
SG Cowen December 2003 - June 2005
Perot Systems June 1998 - December 2003
Union Bank of Switzerland December 1997 - June 1998
Skills
Disaster Recovery, Virtualization, VMware, ITIL, Vendor Management, Active Directory, Data Center, Windows Server, HP, Cloud Computing, Operating Systems, Windows 7, IT Service Management, Infrastructure, Enterprise Architecture, System Deployment, XP, Business Continuity, IT Strategy, Microsoft Exchange, Windows, Outsourcing, Security, IT Management, Wise Packaging, Citrix, SCCM, thinapp, Server Architecture, Incident Management, Servers, Information Technology, Microsoft Technologies, VMware Infrastructure, VMware ESX, Information Security, SAN, System Administration, Solaris, Cisco Technologies, Storage Area Networks, Unix, IIS, Storage, DNS, Integration, Applications, Windows XP, Firewalls, Technical Support
Education
University of Phoenix 2003 — 2007
BS, Information Technology
University of Phoenix 2003 — 2005
AA, General
Delos Elder's Jefferies LLC Experience September 2013 - Present
Job Investment Research Associate
Industry Financial Services
Experience
Jefferies LLC September 2013 - Present
Citi Research March 2010 - August 2013
PwC September 2007 - March 2010
Coleman Research April 2005 - April 2006
Skills
Financial Modeling, Accounting, Valuation, Investments, Auditing, Economics, Financial Analysis, Financial Reporting, Excel, Microsoft Office, Data Analysis, Forecasting, Market Research, Equities, Microsoft Excel, Finance, Corporate Finance, Hedge Funds, Management
Education
Kenan-Flagler Business School (UNC) 2006 — 2007
Master, Accounting
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts, Mathematics & Economics
Jefferies LLC September 2013 - Present
Citi Research March 2010 - August 2013
PwC September 2007 - March 2010
Coleman Research April 2005 - April 2006
Skills
Financial Modeling, Accounting, Valuation, Investments, Auditing, Economics, Financial Analysis, Financial Reporting, Excel, Microsoft Office, Data Analysis, Forecasting, Market Research, Equities, Microsoft Excel, Finance, Corporate Finance, Hedge Funds, Management
Education
Kenan-Flagler Business School (UNC) 2006 — 2007
Master, Accounting
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts, Mathematics & Economics
David Larsen's Jefferies LLC Experience August 2010 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Jefferies LLC August 2010 - Present
Citi April 2006 - September 2008
Education
UCLA Anderson School of Management
Bank of America Merrill Lynch July 2014 - Present
Jefferies LLC August 2010 - Present
Citi April 2006 - September 2008
Education
UCLA Anderson School of Management
Dan Esters's Jefferies LLC Experience May 1996 - July 2014
Job Managing Director at M&A Capital, LLC
Industry Investment Banking
Experience
M&A Capital, LLC August 2014 - Present
Jefferies LLC May 1996 - July 2014
PaineWebber June 1994 - May 1996
Price Waterhouse 1989 - 1993
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Investment Banking, Mergers & Acquisitions, Due Diligence, Venture Capital, Capital Markets, Management
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA
University of California, Los Angeles 1985 — 1989
BA, Economics
M&A Capital, LLC August 2014 - Present
Jefferies LLC May 1996 - July 2014
PaineWebber June 1994 - May 1996
Price Waterhouse 1989 - 1993
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Investment Banking, Mergers & Acquisitions, Due Diligence, Venture Capital, Capital Markets, Management
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA
University of California, Los Angeles 1985 — 1989
BA, Economics
Shawn Sinel's Jefferies LLC Experience April 2009 - Present
Job Vice President at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC April 2009 - Present
DEPFA First Albany Securities LLC September 2007 - March 2009
First Albany Capital May 2004 - August 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Capital Markets, Private Equity, Due Diligence, Fixed Income
Education
University of Rochester 1999 — 2003
Bachelor of Arts (B.A.), Economics
Jefferies LLC April 2009 - Present
DEPFA First Albany Securities LLC September 2007 - March 2009
First Albany Capital May 2004 - August 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Capital Markets, Private Equity, Due Diligence, Fixed Income
Education
University of Rochester 1999 — 2003
Bachelor of Arts (B.A.), Economics
Libor Michel's Jefferies LLC Experience January 2014 - Present
Job Senior Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC January 2014 - Present
Jefferies LLC January 2011 - December 2013
Jefferies & Company January 2007 - December 2010
Jefferies & Company March 2004 - December 2006
Education
University of Houston
MS, Finance
Jefferies LLC January 2014 - Present
Jefferies LLC January 2011 - December 2013
Jefferies & Company January 2007 - December 2010
Jefferies & Company March 2004 - December 2006
Education
University of Houston
MS, Finance
Richard Hoh's Jefferies LLC Experience 2010 - Present
Job Senior Vice President Mergers & Acquisitions at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC 2010 - Present
Centre Partners 2005 - 2010
Bruckmann, Rosser, Sherrill & Co. 2002 - 2005
Goldman Sachs 2000 - 2002
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance and Accounting
Jefferies LLC 2010 - Present
Centre Partners 2005 - 2010
Bruckmann, Rosser, Sherrill & Co. 2002 - 2005
Goldman Sachs 2000 - 2002
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance and Accounting
Fred Fazio's Jefferies LLC Experience 2005 - Present
Job Managing Director, Healthcare Information Technology at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC 2005 - Present
New York Life Capital Partners 2003 - 2005
Deutsche Bank 1999 - 2003
Education
University at Albany, SUNY 1998 — 2001
BS, Business Administration - Finance
Jefferies LLC 2005 - Present
New York Life Capital Partners 2003 - 2005
Deutsche Bank 1999 - 2003
Education
University at Albany, SUNY 1998 — 2001
BS, Business Administration - Finance
Richard Garrison's Jefferies LLC Experience June 2009 - Present
Job Tax Director
Industry Financial Services
Experience
Jefferies LLC June 2009 - Present
BBVA Compass August 1988 - June 2009
L. Paul Kassouf & Co., P. C. September 1984 - August 1988
Skills
SEC filings, Sarbanes-Oxley Act, Corporate Tax, Due Diligence, CPA, Tax Accounting, International Tax, Tax, Internal Controls, Financial Reporting, Income Tax, Mergers & Acquisitions, US GAAP, Transfer Pricing, Accounting, Auditing
Education
University of Alabama at Birmingham 1988 — 1991
Masters, Accounting
The University of Alabama
Bachelor's degree, Accounting
Jefferies LLC June 2009 - Present
BBVA Compass August 1988 - June 2009
L. Paul Kassouf & Co., P. C. September 1984 - August 1988
Skills
SEC filings, Sarbanes-Oxley Act, Corporate Tax, Due Diligence, CPA, Tax Accounting, International Tax, Tax, Internal Controls, Financial Reporting, Income Tax, Mergers & Acquisitions, US GAAP, Transfer Pricing, Accounting, Auditing
Education
University of Alabama at Birmingham 1988 — 1991
Masters, Accounting
The University of Alabama
Bachelor's degree, Accounting
Stewart A. Pomerantz's Jefferies LLC Experience November 2010 - Present
Job Senior Vice President & Associate General Counsel at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC November 2010 - Present
Stewart A. Pomerantz, Esq. 2009 - November 2010
Pseudo-Nym, Inc. 2009 - October 2010
Goldman, Sachs & Co. 1998 - 2009
Consulting Law Practice 1995 - 1998
NYNEX Corporation 1992 - 1995
Schulte Roth & Zabel LLP 1986 - 1992
Coudert Brothers 1983 - 1986
Skills
Privacy Law, Security, Risk Management, Disaster Recovery, Intellectual Property, Information Security, Physical Security, Risk Assessment, Information Technology, Crisis Management, Licensing, Competition Law, Supervision of..., Financial Services, Legal Writing, Commercial Litigation
Education
University of Chicago Law School 1979 — 1982
J.D.
Yale University 1975 — 1979
B.A., English
Thomas Jefferson High School 1972 — 1975
Jefferies LLC November 2010 - Present
Stewart A. Pomerantz, Esq. 2009 - November 2010
Pseudo-Nym, Inc. 2009 - October 2010
Goldman, Sachs & Co. 1998 - 2009
Consulting Law Practice 1995 - 1998
NYNEX Corporation 1992 - 1995
Schulte Roth & Zabel LLP 1986 - 1992
Coudert Brothers 1983 - 1986
Skills
Privacy Law, Security, Risk Management, Disaster Recovery, Intellectual Property, Information Security, Physical Security, Risk Assessment, Information Technology, Crisis Management, Licensing, Competition Law, Supervision of..., Financial Services, Legal Writing, Commercial Litigation
Education
University of Chicago Law School 1979 — 1982
J.D.
Yale University 1975 — 1979
B.A., English
Thomas Jefferson High School 1972 — 1975
Athin Reddy's Jefferies LLC Experience January 2013 - Present
Job Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC January 2013 - Present
Jefferies LLC August 2009 - December 2012
Jefferies LLC August 2006 - July 2009
Skills
Investment Banking, Valuation, Capital Markets, LBO, Financial Modeling, Equities, Bloomberg, Private Equity, Hedge Funds, Fixed Income, Equity Research, Corporate Finance, DCF, Leveraged Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor, Finance
Jefferies LLC January 2013 - Present
Jefferies LLC August 2009 - December 2012
Jefferies LLC August 2006 - July 2009
Skills
Investment Banking, Valuation, Capital Markets, LBO, Financial Modeling, Equities, Bloomberg, Private Equity, Hedge Funds, Fixed Income, Equity Research, Corporate Finance, DCF, Leveraged Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor, Finance
Colin Devine's Jefferies LLC Experience July 2014 - Present
Job Managing Director at Jefferies LLC
Industry Insurance
Experience
Jefferies LLC July 2014 - Present
C Devine & Associates March 2012 - July 2014
Capital Group 2012 - 2014
Smith Barney - Citigroup March 1997 - February 2012
Standard and Poors November 1994 - March 1997
Confederation Life June 1990 - August 1994
Skills
Investments, Portfolio Management, Financial Services, Asset Management, Equity Research, Risk Management, Financial Modeling, Valuation, Mutual Funds, Equities, Trading, Capital Markets, Finance, Life Insurance, Fixed Annuities, Series 7, Insurance, Asset Managment, Alternative Investments, Hedge Funds, Chartered Financial..., Strategy, Mergers & Acquisitions, Investment Advisory, Investment Strategies, Investment Management, Retirement, Series 63, Business Strategy, Investment Banking, Acquisitions, Strategic Planning, Asset Allocation, Analysis, CFA, Corporate Finance, Securities, Private Equity, Wealth Management, Enterprise Risk..., Certified Financial..., Accounting, Fixed Income, Financial Risk, Strategic Financial..., Financial Advisory, Corporate Development, Investor Relations, Strategic Investment, Mergers
Education
York University - Schulich School of Business 1982 — 1984
MBA, Finance
University of Guelph 1978 — 1982
BSc, Biology
Jefferies LLC July 2014 - Present
C Devine & Associates March 2012 - July 2014
Capital Group 2012 - 2014
Smith Barney - Citigroup March 1997 - February 2012
Standard and Poors November 1994 - March 1997
Confederation Life June 1990 - August 1994
Skills
Investments, Portfolio Management, Financial Services, Asset Management, Equity Research, Risk Management, Financial Modeling, Valuation, Mutual Funds, Equities, Trading, Capital Markets, Finance, Life Insurance, Fixed Annuities, Series 7, Insurance, Asset Managment, Alternative Investments, Hedge Funds, Chartered Financial..., Strategy, Mergers & Acquisitions, Investment Advisory, Investment Strategies, Investment Management, Retirement, Series 63, Business Strategy, Investment Banking, Acquisitions, Strategic Planning, Asset Allocation, Analysis, CFA, Corporate Finance, Securities, Private Equity, Wealth Management, Enterprise Risk..., Certified Financial..., Accounting, Fixed Income, Financial Risk, Strategic Financial..., Financial Advisory, Corporate Development, Investor Relations, Strategic Investment, Mergers
Education
York University - Schulich School of Business 1982 — 1984
MBA, Finance
University of Guelph 1978 — 1982
BSc, Biology
Fred Orlan's Jefferies LLC Experience May 2014 - Present
Job Global Head of Fixed Income at Jefferies LLC
Industry Banking
Experience
Jefferies LLC May 2014 - Present
Barclays Capital March 2011 - January 2014
Barclays Capital October 2008 - March 2011
Lehman Brothers 1986 - 2008
Education
Roslyn HS
University of Michigan
Jefferies LLC May 2014 - Present
Barclays Capital March 2011 - January 2014
Barclays Capital October 2008 - March 2011
Lehman Brothers 1986 - 2008
Education
Roslyn HS
University of Michigan
Elizabeth Pellegrin's Jefferies LLC Experience November 1998 - Present
Job Vice President, Global HR Technology
Industry Information Technology and Services
Experience
Jefferies LLC November 1998 - Present
Enterworks 1996 - November 1998
Skills
PeopleSoft, Web Applications, SQL, Human Resources, PeopleTools, Business Analysis, SQR, HRIS, Requirements Analysis, Integration, SDLC, Business Process, Business Intelligence, Process Improvement, Databases
Education
University of California, Los Angeles 1990 — 1993
BS, Computer Science & Engineering
Jefferies LLC November 1998 - Present
Enterworks 1996 - November 1998
Skills
PeopleSoft, Web Applications, SQL, Human Resources, PeopleTools, Business Analysis, SQR, HRIS, Requirements Analysis, Integration, SDLC, Business Process, Business Intelligence, Process Improvement, Databases
Education
University of California, Los Angeles 1990 — 1993
BS, Computer Science & Engineering
Richard Ryan's Jefferies LLC Experience May 2013 - June 2015
Job Alternative Investments
Industry Financial Services
Experience
Societe Generale Corporate & Investment Banking June 2015 - Present
Jefferies LLC May 2013 - June 2015
Newedge September 2008 - May 2013
Skills
Hedge Funds, Alternative Investments, Managed Futures, CTAs, Commodity, Capital Raising, Global Macro, Institutional..., Separately Managed..., Prime Brokerage, Fund Of Funds, Quantitative Finance
Education
University of Richmond - Robins School of Business 2004 — 2008
Bachelor's Degree, Business Administration: Finance & Marketing
Societe Generale Corporate & Investment Banking June 2015 - Present
Jefferies LLC May 2013 - June 2015
Newedge September 2008 - May 2013
Skills
Hedge Funds, Alternative Investments, Managed Futures, CTAs, Commodity, Capital Raising, Global Macro, Institutional..., Separately Managed..., Prime Brokerage, Fund Of Funds, Quantitative Finance
Education
University of Richmond - Robins School of Business 2004 — 2008
Bachelor's Degree, Business Administration: Finance & Marketing
Yong Zheng's Jefferies LLC Experience June 2014 - Present
Job Analyst at Jefferies Finance LLC
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
GE Capital July 2013 - June 2014
GE Capital July 2012 - June 2013
GE Capital July 2011 - June 2012
Accion June 2010 - August 2010
Skills
Financial Analysis, Risk Management, Risk Analytics, Financial Modeling, SAS programming, Analysis
Education
University of Notre Dame 2007 — 2011
Bachelor's Degree, Finance
Jefferies LLC June 2014 - Present
GE Capital July 2013 - June 2014
GE Capital July 2012 - June 2013
GE Capital July 2011 - June 2012
Accion June 2010 - August 2010
Skills
Financial Analysis, Risk Management, Risk Analytics, Financial Modeling, SAS programming, Analysis
Education
University of Notre Dame 2007 — 2011
Bachelor's Degree, Finance
Tyler Colpini's Jefferies LLC Experience August 2014 - September 2015
Job Taylor/Theus Holdings, Inc.
Industry Real Estate
Experience
Taylor/Theus Holdings, Inc. September 2015 - Present
Jefferies LLC August 2014 - September 2015
The Kenan-Flagler Private Equity Fund December 2012 - May 2014
UNC Kenan-Flagler Business School August 2012 - May 2014
Edgeview Partners May 2013 - August 2013
Harvard Management Company November 2010 - July 2012
EDENS : Connective Retail January 2008 - October 2010
Skills
Argus Modeling, Financial Modeling, Due Diligence, Underwriting, Financial Analysis, Real Estate, Valuation, Investments, Real Estate Acquisitions, Finance, Mergers & Acquisitions, Venture Capital, Acquisitions, Portfolio Management, Financial Structuring
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
Wofford College 2003 — 2007
B.A., Business Economics
Taylor/Theus Holdings, Inc. September 2015 - Present
Jefferies LLC August 2014 - September 2015
The Kenan-Flagler Private Equity Fund December 2012 - May 2014
UNC Kenan-Flagler Business School August 2012 - May 2014
Edgeview Partners May 2013 - August 2013
Harvard Management Company November 2010 - July 2012
EDENS : Connective Retail January 2008 - October 2010
Skills
Argus Modeling, Financial Modeling, Due Diligence, Underwriting, Financial Analysis, Real Estate, Valuation, Investments, Real Estate Acquisitions, Finance, Mergers & Acquisitions, Venture Capital, Acquisitions, Portfolio Management, Financial Structuring
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
Wofford College 2003 — 2007
B.A., Business Economics
Scott Leddy's Jefferies LLC Experience February 2015 - Present
Job Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC February 2015 - Present
Citi March 2013 - January 2015
Frontpoint Partners May 2011 - August 2011
MKM Partners August 2009 - April 2011
Bank of America December 2000 - April 2009
Education
Trinity College-Hartford
BA, Economics
Westminster School
Jefferies LLC February 2015 - Present
Citi March 2013 - January 2015
Frontpoint Partners May 2011 - August 2011
MKM Partners August 2009 - April 2011
Bank of America December 2000 - April 2009
Education
Trinity College-Hartford
BA, Economics
Westminster School
Angelina Lok's Jefferies LLC Experience December 2013 - Present
Job Senior Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies January 2015 - Present
Jefferies LLC December 2013 - Present
Jefferies & Company January 2011 - Present
Skills
Capital Markets, LBO, Investment Banking, Valuation, Bloomberg, Fixed Income, Private Equity, Leveraged Finance, Investments, Equities, Hedge Funds, High Yield, Financial Modeling, Strategy, Corporate Development
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS Economics, Finance
Jefferies January 2015 - Present
Jefferies LLC December 2013 - Present
Jefferies & Company January 2011 - Present
Skills
Capital Markets, LBO, Investment Banking, Valuation, Bloomberg, Fixed Income, Private Equity, Leveraged Finance, Investments, Equities, Hedge Funds, High Yield, Financial Modeling, Strategy, Corporate Development
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS Economics, Finance
James Parsley's Jefferies LLC Experience August 2011 - Present
Job Managing Director at Jefferies & Company
Industry Investment Management
Experience
Jefferies LLC August 2011 - Present
Ventras Holdings LLC June 2009 - August 2011
Capmark Securities, Inc. 2006 - 2008
Education
University of Denver - Daniels College of Business 1999 — 2000
MBA
University of Virginia 1986 — 1990
BA
Jefferies LLC August 2011 - Present
Ventras Holdings LLC June 2009 - August 2011
Capmark Securities, Inc. 2006 - 2008
Education
University of Denver - Daniels College of Business 1999 — 2000
MBA
University of Virginia 1986 — 1990
BA
David Simms's Jefferies LLC Experience June 2010 - February 2013
Job Partner at Investor and Financial Professional
Industry Financial Services
Experience
Investor and Financial Professional May 2014 - Present
Industry Capital June 2013 - May 2014
Jefferies LLC June 2010 - February 2013
Skills
Investments, Asset Management, Portfolio Management, Fixed Income, Hedge Funds, Capital Markets, Alternative Investments, Investment Banking, Equities, Derivatives, Private Equity, Valuation, Emerging Markets, Trading, Bonds, Bloomberg
Education
University of Bristol 1985 — 1988
BSC, Economics
Investor and Financial Professional May 2014 - Present
Industry Capital June 2013 - May 2014
Jefferies LLC June 2010 - February 2013
Skills
Investments, Asset Management, Portfolio Management, Fixed Income, Hedge Funds, Capital Markets, Alternative Investments, Investment Banking, Equities, Derivatives, Private Equity, Valuation, Emerging Markets, Trading, Bonds, Bloomberg
Education
University of Bristol 1985 — 1988
BSC, Economics
Richard Kus, CFA, CPA's Jefferies LLC Experience July 2007 - Present
Job Senior Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2007 - Present
PricewaterhouseCoopers August 2005 - July 2007
Skills
Special Situations, High Yield, Leveraged Finance, Fixed Income, Investment Banking, Private Equity, Alternative Investments, Bloomberg, Capital Markets, Valuation, Hedge Funds, Equities, LBO, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2005
Master of Accounting, Finance, Accounting
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
Bachelor of Business Administration, Finance, Accounting
Jefferies LLC July 2007 - Present
PricewaterhouseCoopers August 2005 - July 2007
Skills
Special Situations, High Yield, Leveraged Finance, Fixed Income, Investment Banking, Private Equity, Alternative Investments, Bloomberg, Capital Markets, Valuation, Hedge Funds, Equities, LBO, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2005
Master of Accounting, Finance, Accounting
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
Bachelor of Business Administration, Finance, Accounting
Sean Kehoe's Jefferies LLC Experience December 2013 - June 2015
Job Associate at Riverwood Capital
Industry Venture Capital & Private Equity
Experience
Riverwood Capital July 2015 - Present
Jefferies LLC December 2013 - June 2015
Pagemill Partners June 2012 - November 2013
JMI Equity August 2011 - June 2012
Delta Sigma Pi - Omicron Sigma Chapter May 2011 - December 2011
The Lancer Group May 2011 - October 2011
Skills
Analysis, Management, Investments, Finance, Research, Mergers & Acquisitions, Accounting, Economics, Financial Modeling, Databases, Valuation, Financial Analysis, Fundraising, Venture Capital, Corporate Finance
Education
University of California, San Diego
B.A., Economics
Riverwood Capital July 2015 - Present
Jefferies LLC December 2013 - June 2015
Pagemill Partners June 2012 - November 2013
JMI Equity August 2011 - June 2012
Delta Sigma Pi - Omicron Sigma Chapter May 2011 - December 2011
The Lancer Group May 2011 - October 2011
Skills
Analysis, Management, Investments, Finance, Research, Mergers & Acquisitions, Accounting, Economics, Financial Modeling, Databases, Valuation, Financial Analysis, Fundraising, Venture Capital, Corporate Finance
Education
University of California, San Diego
B.A., Economics
John Laub's Jefferies LLC Experience July 2014 - Present
Job CoHead of Global Prime Services, Jefferies
Industry Investment Management
Experience
Jefferies LLC July 2014 - Present
Red Alder LLC June 2012 - July 2014
UBS Investment Bank 2005 - 2010
Ziff Brothers Investments 2003 - 2005
Goldman Sachs 1991 - 2003
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Investment Banking, Prime Brokerage, Securities Lending
Education
New York University, Stern School of Business 1990 — 1992
MBA, Finance, General
SUNY Albany 1983 — 1987
BS, Business
Jefferies LLC July 2014 - Present
Red Alder LLC June 2012 - July 2014
UBS Investment Bank 2005 - 2010
Ziff Brothers Investments 2003 - 2005
Goldman Sachs 1991 - 2003
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Investment Banking, Prime Brokerage, Securities Lending
Education
New York University, Stern School of Business 1990 — 1992
MBA, Finance, General
SUNY Albany 1983 — 1987
BS, Business
Sophie Woodward-Fisher's Jefferies LLC Experience July 2014 - July 2015
Job Research Associate at Jefferies
Industry Investment Banking
Experience
Jefferies July 2015 - Present
Jefferies LLC July 2014 - July 2015
LVMH June 2013 - August 2013
Knight Frank May 2012 - July 2012
Think Tanks and Civil Societies Program January 2012 - May 2012
RBS Global Banking & Markets June 2008 - July 2008
23 Essex Street Chambers May 2008 - June 2008
Skills
International Relations, Public Speaking, Data Analysis, Research, Bloomberg, Microsoft Excel, Financial Modeling, Teaching
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, International Relations and Affairs
Godolphin and Latymer School 2003 — 2010
International Baccalaureate
Jefferies July 2015 - Present
Jefferies LLC July 2014 - July 2015
LVMH June 2013 - August 2013
Knight Frank May 2012 - July 2012
Think Tanks and Civil Societies Program January 2012 - May 2012
RBS Global Banking & Markets June 2008 - July 2008
23 Essex Street Chambers May 2008 - June 2008
Skills
International Relations, Public Speaking, Data Analysis, Research, Bloomberg, Microsoft Excel, Financial Modeling, Teaching
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, International Relations and Affairs
Godolphin and Latymer School 2003 — 2010
International Baccalaureate
Michael Talbot, CFA's Jefferies LLC Experience January 2014 - March 2014
Job Associate, High Grade Credit Trading at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
Jefferies LLC January 2014 - March 2014
Jefferies & Company July 2011 - December 2013
Trinity Capital LLC September 2010 - December 2010
Jefferies & Company June 2010 - August 2010
Independent Institute June 2008 - August 2008
Skills
Capital Markets, Trading, Fixed Income, Hedge Funds, Bloomberg, Equities, Investment Banking, Investments, Valuation, Series 7, Derivatives, Bonds, Portfolio Management, Financial Analysis
Education
UCLA 2007 — 2011
B.A., Business Economics
Miramonte High School 2005 — 2007
De La Salle High School 2003 — 2005
Dorris Eaton 2000 — 2003
J.P. Morgan March 2014 - Present
Jefferies LLC January 2014 - March 2014
Jefferies & Company July 2011 - December 2013
Trinity Capital LLC September 2010 - December 2010
Jefferies & Company June 2010 - August 2010
Independent Institute June 2008 - August 2008
Skills
Capital Markets, Trading, Fixed Income, Hedge Funds, Bloomberg, Equities, Investment Banking, Investments, Valuation, Series 7, Derivatives, Bonds, Portfolio Management, Financial Analysis
Education
UCLA 2007 — 2011
B.A., Business Economics
Miramonte High School 2005 — 2007
De La Salle High School 2003 — 2005
Dorris Eaton 2000 — 2003
Jen Cohen's Jefferies LLC Experience July 2015 - Present
Job Capital Introductions at Jefferies LLC
Industry Investment Management
Experience
Jefferies LLC July 2015 - Present
Portage Advisors LLC 2012 - 2015
Deutsche Bank 2006 - 2012
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance
Jefferies LLC July 2015 - Present
Portage Advisors LLC 2012 - 2015
Deutsche Bank 2006 - 2012
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance
Neal Remedios's Jefferies LLC Experience July 2014 - Present
Job Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Frost Bank June 2010 - July 2010
Education
The University of Texas at Austin 2008 — 2012
Jefferies LLC July 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Frost Bank June 2010 - July 2010
Education
The University of Texas at Austin 2008 — 2012
Maria Mandina's Jefferies LLC Experience 1995 - 1999
Job President, Mandina Consulting, Business Management, Operations Manager, Organization Structuring, Facilitator, Marketing
Industry Management Consulting
Experience
Mandina Consulting May 2010 - Present
Global Hunter Securities 2006 - 2010
Pritchard Capital Partners 2002 - 2004
RBC Capital Markets 1999 - 2001
Jefferies LLC 1995 - 1999
O'Neil Eichin, Attorney at Law 1986 - 1993
Skills
Business Management, Operations Manager, Operations Analysis, Organization Structuring, Facilitator, Marketing, Human Resources, Administration and..., Research and Evaluation, Research Capabilities..., Strategic Policy..., CRM Systems, Troubleshooting..., Staff Training, Staff Development, Series 7 FINRA License, Series 24 FINRA License, Management, CRM, Operational Analysis, Start-ups, Organizational Structure, Policy, Operations Management, Project Management, Social Media, Training, Project Planning
Education
University of New Orleans 2012 — 2013
Master of Business Administration (MBA), 3.96
University of New Orleans 1984 — 1990
BS, General Studies
Mandina Consulting May 2010 - Present
Global Hunter Securities 2006 - 2010
Pritchard Capital Partners 2002 - 2004
RBC Capital Markets 1999 - 2001
Jefferies LLC 1995 - 1999
O'Neil Eichin, Attorney at Law 1986 - 1993
Skills
Business Management, Operations Manager, Operations Analysis, Organization Structuring, Facilitator, Marketing, Human Resources, Administration and..., Research and Evaluation, Research Capabilities..., Strategic Policy..., CRM Systems, Troubleshooting..., Staff Training, Staff Development, Series 7 FINRA License, Series 24 FINRA License, Management, CRM, Operational Analysis, Start-ups, Organizational Structure, Policy, Operations Management, Project Management, Social Media, Training, Project Planning
Education
University of New Orleans 2012 — 2013
Master of Business Administration (MBA), 3.96
University of New Orleans 1984 — 1990
BS, General Studies
DJ Beil's Jefferies LLC Experience July 2008 - August 2012
Job Partner Financial Spec Sales, Autonomous Research
Industry Financial Services
Experience
Autonomous Research LLP September 2012 - Present
Jefferies LLC July 2008 - August 2012
Bank of America July 2005 - June 2008
Skills
Bloomberg, Financial Modeling, Capital Markets, Valuation, Series 7, Sell Side, Corporate Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master of Business Administration (MBA), Quantitative Finance
United States Military Academy at West Point 1995 — 1998
Bachelor of Science (B.S.), Economics
Autonomous Research LLP September 2012 - Present
Jefferies LLC July 2008 - August 2012
Bank of America July 2005 - June 2008
Skills
Bloomberg, Financial Modeling, Capital Markets, Valuation, Series 7, Sell Side, Corporate Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master of Business Administration (MBA), Quantitative Finance
United States Military Academy at West Point 1995 — 1998
Bachelor of Science (B.S.), Economics
Dade Dang's Jefferies LLC Experience May 2013 - August 2013
Job Investment Banking Associate at William Blair
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - December 2014
Jefferies LLC May 2013 - August 2013
Calamos Investments September 2011 - July 2012
Morningstar December 2008 - August 2011
Morningstar September 2006 - November 2008
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Chicago 2000 — 2004
Bachelor of Arts (BA), Economics
BMO Capital Markets July 2014 - December 2014
Jefferies LLC May 2013 - August 2013
Calamos Investments September 2011 - July 2012
Morningstar December 2008 - August 2011
Morningstar September 2006 - November 2008
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Chicago 2000 — 2004
Bachelor of Arts (BA), Economics
Pettus Lilliott's Jefferies LLC Experience March 2010 - October 2013
Job Executive Assistant
Industry Investment Banking
Experience
Jefferies LLC March 2010 - October 2013
LPL Financial March 2005 - March 2010
Continental March 2004 - March 2005
Accenture December 1998 - March 2004
Skills
Administrative..., Analysis, Human Resources, CRM, Project Management, Travel Arrangements, Management
Education
University of Houston 1987 — 1991
Bachelor's degree, Business Administration and Management, General
Jefferies LLC March 2010 - October 2013
LPL Financial March 2005 - March 2010
Continental March 2004 - March 2005
Accenture December 1998 - March 2004
Skills
Administrative..., Analysis, Human Resources, CRM, Project Management, Travel Arrangements, Management
Education
University of Houston 1987 — 1991
Bachelor's degree, Business Administration and Management, General
Kirsten McGrath's Jefferies LLC Experience Vice PresidentJefferies LLCApril 2009 - Present
Job Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC Vice PresidentJefferies LLCApril 2009 - Present
Skills
Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Financial Analysis, Securities, Bonds, Finance, Strategic Planning
Education
Trinity College-Hartford 1991 — 1995
Phillips Exeter Academy 1987 — 1991
Jefferies LLC Vice PresidentJefferies LLCApril 2009 - Present
Skills
Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Financial Analysis, Securities, Bonds, Finance, Strategic Planning
Education
Trinity College-Hartford 1991 — 1995
Phillips Exeter Academy 1987 — 1991
Jason Greco's Jefferies LLC Experience August 2008 - Present
Job Senior Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2008 - Present
Ellington Management Group July 2005 - August 2008
Skills
Fixed Income, Hedge Funds, Valuation, Investments, Bloomberg, Financial Modeling, Asset Management, Series 7, Series 63, Intex Desktop, VB.NET, VBA, Microsoft SQL Server
Education
University of New Haven 2002 — 2005
Master's Degree, Computer Science
University of New Haven 1998 — 2002
Bachelor's Degree, Criminal Justice/Investigative Services
Jefferies LLC August 2008 - Present
Ellington Management Group July 2005 - August 2008
Skills
Fixed Income, Hedge Funds, Valuation, Investments, Bloomberg, Financial Modeling, Asset Management, Series 7, Series 63, Intex Desktop, VB.NET, VBA, Microsoft SQL Server
Education
University of New Haven 2002 — 2005
Master's Degree, Computer Science
University of New Haven 1998 — 2002
Bachelor's Degree, Criminal Justice/Investigative Services
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS