Lane Berry

Industry: Company

Description

Headquarters: St. Petersburg, FL Founded: 2002 Parent organization: Raymond James

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Lane Berry Employees

Employee
Years
Job
Industry
Ben Kaplan Ben Kaplan Los Angeles, California Details
Ben Kaplan's Lane Berry Experience July 2007 - May 2009
Job Summer Intern at Riordan, Lewis & Haden Equity Partners
Industry Venture Capital & Private Equity
Experience
Northwestern University Kellogg School of Management and School of Law   September 2012 - June 2015
Riordan, Lewis & Haden Equity Partners   June 2014 - December 2014
Baird Capital  April 2014 - June 2014
Pritzker Group  January 2014 - March 2014
The Pritzker Organization  June 2013 - August 2013
Paine & Partners, LLC   May 2013 - June 2013
Century Capital Management  February 2010 - June 2012
Raymond James Financial  May 2009 - February 2010
Lane Berry   July 2007 - May 2009

Skills
Investment Banking, Private Equity, Due Diligence, Investments, Business Development, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, LBO, Financial Analysis, Corporate Development, Restructuring, Finance, Capital Markets, Equity Research, Divestitures, Portfolio Management

Education
Kellogg School of Management / Northwestern School of Law   2012 — 2015
JD/MBA

Boston College   2003 — 2007
Bachelors of Science In Business Administration, Economics / Finance

Michael Siddiqui Michael Siddiqui San Francisco Bay Area Details
Michael Siddiqui's Lane Berry Experience July 2006 - July 2007
Job Scientist, Development
Industry Biotechnology
Experience
Zymergen, Inc.   April 2015 - Present
Stanford University  January 2015 - April 2015
Stanford University  January 2009 - January 2015
Caltech  October 2007 - December 2008
Lane Berry   July 2006 - July 2007
ExxonMobil  May 2004 - July 2004

Skills
Biotechnology, Biochemistry, Molecular Biology, Bioengineering, Metabolic Engineering, Chemical Engineering, Engineering Education, Flow Cytometry, Mass Spectrometry, HPLC, Yeast

Education
Stanford University   2009 — 2014
Doctor of Philosophy (PhD), Chemical Engineering

Caltech   2007 — 2009
Master of Science (MS), Chemical Engineering

University of Pennsylvania   2002 — 2006
Bachelor of Science (BS), Chemical Engineering

University of Pennsylvania   2002 — 2006
Bachelor of Science (BS), Economics

Siobhan Maio Siobhan Maio San Francisco Bay Area Details
Siobhan Maio's Lane Berry Experience July 2006 - March 2007
Job Principal at Kingfish Group
Industry Investment Management
Experience
Kingfish Group  August 2008 - Present
Noonmark Advisors   March 2007 - July 2008
Lane Berry   July 2006 - March 2007
Skadden Arps  September 2005 - June 2006

Education
Georgetown University

Phillips Exeter Academy

Greg Beloff Greg Beloff San Francisco, California Details
Greg Beloff's Lane Berry Experience July 2005 - May 2009
Job Associate at Bristol Group, Inc.
Industry Real Estate
Experience
Bristol Group, Inc.   July 2011 - Present
Haas School of Business  September 2009 - July 2011
HP Investors  2010 - 2010
Lane Berry   July 2005 - May 2009

Education
University of California, Berkeley, Haas School of Business   2009 — 2011
MBA, Business

University of Michigan - Stephen M. Ross School of Business   2001 — 2005
BBA, Finance and Accounting

Adam Robertson Adam Robertson Greater New York City Area Details
Adam Robertson's Lane Berry Experience July 2005 - October 2007
Job Director, National Client Group at American Express
Industry Financial Services
Experience
American Express  December 2007 - Present
Lane Berry   July 2005 - October 2007
American Express  June 2003 - July 2005
Management Leadership for Tomorrow (MLT)   June 2002 - August 2002
MAC Systems, Inc.   June 1998 - August 2001

Education
University of Michigan - Stephen M. Ross School of Business   2001 — 2003
MBA, Corporate Strategy

University of Virginia   1994 — 1998
BA, History

The Roxbury Latin School   1988 — 1994
High School

Jonathan Katz Jonathan Katz New York, New York Details
Jonathan Katz's Lane Berry Experience July 2005 - December 2007
Job Director, Corporate Development / NFL Strategic Investment Fund at National Football League
Industry Sports
Experience
National Football League  May 2014 - Present
Paulie Harraka LLC   August 2013 - May 2014
MIT Sloan Sports Analytics Conference   April 2012 - March 2013
North Bridge   January 2008 - June 2011
Lane Berry   July 2005 - December 2007

Education
Massachusetts Institute of Technology - Sloan School of Management
MBA

University of Pennsylvania - The Wharton School
BSE, Finance

Belmont Hill

Russell Tang Russell Tang Greater New York City Area Details
Russell Tang's Lane Berry Experience January 2009 - May 2009
Job Interest Rate Derivative Sales Associate at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities  July 2014 - Present
RBC Capital Markets  August 2010 - March 2014
CIT  June 2009 - August 2010
Lane Berry   January 2009 - May 2009
Moors and Cabot   May 2008 - June 2008

Skills
Financial Modeling, Capital IQ, DCF, Valuation, Bloomberg, Capital Markets, Corporate Finance, Fixed Income, Investments, Investment Banking, Risk Management, Analysis, Bloomberg Terminal, Structured Products, Portfolio Management

Education
Boston University - School of Management   2006 — 2010
BSBA, Finance & Accounting

South Burlington High School   2002 — 2006

Bob Lockwood Bob Lockwood Greater Boston Area Details
Bob Lockwood's Lane Berry Experience October 2005 - May 2009
Job Managing Director, Technology Investment Banking at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James Financial  May 2009 - Present
Lane Berry   October 2005 - May 2009
First Albany Capital  October 2003 - October 2005
Credit Suisse First Boston  November 2000 - December 2002
Donaldson, Lufkin & Jenrette   February 1991 - October 2000
Chemical Bank  1991 - 1992

Education
University of Pennsylvania   1987 — 1991

Adrienne Reynolds Adrienne Reynolds Greater Boston Area Details
Adrienne Reynolds's Lane Berry Experience 2009 - 2009
Job Practice Development Manager, JD/MBA
Industry Law Practice
Experience
Ropes & Gray LLP  August 2012 - Present
Dwyer Partners LLP   January 2011 - July 2012
Gunderson Dettmer  May 2009 - July 2009
Madison Parker Capital  January 2008 - January 2009
Lane Berry   2009 - 2009
Ferriter, Scobbo & Rodophele   May 2008 - September 2008

Skills
Client Relations, Management, Budgeting, Financial Analysis, Client Development, Operations Management

Education
Boston College - Wallace E. Carroll Graduate School of Management
JD/MBA

Boston College Law School
JD/MBA

Boston College

Northwestern University

Steve Dietz Steve Dietz Greater Boston Area Details
Steve Dietz's Lane Berry Experience June 2003 - July 2005
Job Product Manager at ThinkingPhones
Industry Telecommunications
Experience
ThinkingPhones  April 2015 - Present
Thermo Fisher Scientific  January 2014 - April 2015
Thermo Fisher Scientific  March 2013 - December 2013
Thermo Fisher Scientific  July 2012 - February 2013
Thermo Fisher Scientific  October 2010 - July 2012
Affiliated Managers Group  September 2007 - September 2010
Putnam Investments  2005 - 2007
Lane Berry   June 2003 - July 2005
Breakaway Solutions  January 2000 - March 2000

Skills
Mergers, Due Diligence, Strategy, Financial Modeling, Auditing, Mergers & Acquisitions, Valuation, Corporate Development, Strategic Partnerships, Business Strategy, Product Management, Strategic Planning, Business Development, Product Marketing, Analysis, Cross-functional Team..., Management

Education
Dartmouth College   1998 — 2002
BA

Tara Wiley Tara Wiley Albany, New York Area Details
Tara Wiley's Lane Berry Experience September 2003 - September 2004
Job Public Affairs Coordinator at New York State Assembly
Industry Public Relations and Communications
Experience
New York State Assembly  May 2006 - Present
WTEN-TV  March 2006 - May 2006
WTEN-TV  February 2005 - March 2006
Lane Berry   September 2003 - September 2004
Clarke Advertising & Public Relations  September 2002 - September 2003
Institute for Humanist Studies   October 2001 - August 2002

Education
Marist College   1997 — 2001
Bachelor of Arts, Communications

Jerry Crean Jerry Crean Greater Boston Area Details
Jerry Crean's Lane Berry Experience January 2006 - May 2008
Job Business Development Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management  October 2011 - Present
Wellington Management  June 2008 - October 2011
Lane Berry   January 2006 - May 2008
Navigant Consulting  1994 - June 2005

Skills
Asset Managment, Alternative Investments, Asset Management, Investments, Fixed Income, Financial Modeling, Business Development, Investment Management, Financial Analysis, Private Equity

Education
Boston College   2004 — 2005
MSF, Finance

Boston College   1990 — 1994
BS, Economics

Christine Albertelli Christine Albertelli Greater Boston Area Details
Christine Albertelli's Lane Berry Experience 2002 - 2009
Job Director of Budget and Financial Analysis at MIT
Industry Higher Education
Experience
Massachusetts Institute of Technology  2013 - Present
Performance + Lifestyle Group   2011 - 2013
Raymond James  2009 - 2011
Lane Berry   2002 - 2009
Donaldson, Lufkin & Jenrette / Credit Suisse First Boston   1997 - 2002

Skills
Financial Modeling, Corporate Finance, Investment Banking, Finance, Strategy, Equities, Analysis, Mergers & Acquisitions

Education
Massachusetts Institute of Technology - Sloan School of Management   1995 — 1997
MBA, Financial Management

Columbia University in the City of New York   1986 — 1990
BS, Operations Research

Erik Jensen Erik Jensen Greater New York City Area Details
Erik Jensen's Lane Berry Experience 2002 - 2004
Job Managing Director at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors  2004 - Present
Lane Berry   2002 - 2004
Credit Suisse First Boston  2000 - 2002
Donaldson, Lufkin & Jenrette Securities Corp   1990 - 2000

Education
University of Pennsylvania - The Wharton School   1988 — 1990
MBA

University of Washington   1980 — 1984
BA, Business Administration (Accounting)

Martyn Moskovich Martyn Moskovich Greater New York City Area Details
Martyn Moskovich's Lane Berry Experience 2000 - 2004
Job Research Analyst at Millennium Management
Industry Financial Services
Experience
Millennium Management  April 2015 - Present
Andor Capital Management  June 2013 - February 2015
Augusta Columbia Capital   June 2011 - June 2013
The Blackstone Group  July 2008 - June 2011
TA Associates  January 2008 - August 2008
Lane Berry   2000 - 2004

Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, LBO, Hedge Funds, Equities, Corporate Finance, Equity Research, Alternative Investments, Investments, Capital Markets, Fixed Income, Due Diligence, Financial Analysis, Corporate Development

Education
University of Pennsylvania   2000 — 2004
Bachelor of Arts (BA), Mathematics and Economics

University of Pennsylvania   2000 — 2004
Bachelor of Arts (B.A.), Mathematics and economics

JJ Slatkin JJ Slatkin Denver, Colorado Details
JJ Slatkin's Lane Berry Experience June 2005 - June 2008
Job Director of Business Development at TEQ Analytical Laboratories
Industry Management Consulting
Experience
TEQ Analytical Laboratories   June 2014 - Present
JJVentures   August 2013 - Present
Innovative Travel Technologies   March 2014 - April 2014
Jay Feder Jewelers   January 2010 - August 2013
Chef Danhi & Co   July 2008 - November 2009
Lane Berry   June 2005 - June 2008

Skills
Jewelry, Diamonds, Luxury, Private Equity, Market Analysis, Marketing Strategy, Investments, Competitive Analysis, Due Diligence, Negotiation, Strategic Planning, Corporate Finance, Venture Capital, Corporate Development, Financial Modeling, M&A experience, Financial Analysis, Strategy, Mergers & Acquisitions, Marketing, Public Speaking, Leadership, Management

Education
University of Pennsylvania - The Wharton School   2001 — 2005
Bachelor of Science in Economics, Corporate Finance

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