Lazard Capital Markets
Industry: Capital market company
DescriptionLazard Capital Markets is an American New York-based full-service broker dealer founded in 2005 in a spin-off from its parent Lazard. Lazard Capital Markets focuses its activities on equity research, sales and trading; fixed-income and convertible bond sales and trading; and securities underwriting. Founded: 2005 Parent organization: LMDC Holdings LLC Subsidiary: Lazard Capital Markets, Asset Management Arm
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Lazard Capital Markets Employees
Employee
Years
Job
Industry
Mallory Nutt Mallory Nutt's Lazard Capital Markets Experience December 2010 - June 2011
Job Visual Sales at The Container Store
Industry Retail
Experience
The Container Store January 2015 - Present
The Container Store December 2014 - January 2015
Private Family July 2014 - December 2014
AT&T February 2013 - June 2014
Cooper ISD January 2012 - May 2014
Dallas Comedy House 2014 - 2014
Creme de la Cookie Bakery August 2011 - December 2011
Lazard Capital Markets December 2010 - June 2011
Lela Rose February 2011 - February 2011
commando llc June 2010 - December 2010
Skills
Advertising, Social Media, Public Relations, Retail, Blogging, Sales, Fashion, Email Marketing, Fundraising, Editing, Marketing, Customer Service, Writing, Non-profits, Office Management, Merchandising, Online Marketing, Online Research, Sales Management, Visual Merchandising, Social Media Marketing, Social Networking
Education
Southern Methodist University 2008 — 2012
Bachelor of Arts (BA)
The University of Texas at Austin 2011 — 2011
The Container Store January 2015 - Present
The Container Store December 2014 - January 2015
Private Family July 2014 - December 2014
AT&T February 2013 - June 2014
Cooper ISD January 2012 - May 2014
Dallas Comedy House 2014 - 2014
Creme de la Cookie Bakery August 2011 - December 2011
Lazard Capital Markets December 2010 - June 2011
Lela Rose February 2011 - February 2011
commando llc June 2010 - December 2010
Skills
Advertising, Social Media, Public Relations, Retail, Blogging, Sales, Fashion, Email Marketing, Fundraising, Editing, Marketing, Customer Service, Writing, Non-profits, Office Management, Merchandising, Online Marketing, Online Research, Sales Management, Visual Merchandising, Social Media Marketing, Social Networking
Education
Southern Methodist University 2008 — 2012
Bachelor of Arts (BA)
The University of Texas at Austin 2011 — 2011
Anastasios Hagisavas, FRM Anastasios Hagisavas, FRM's Lazard Capital Markets Experience February 2010 - June 2010
Job Business Analyst at Calypso Technology
Industry Computer Software
Experience
Calypso Technology November 2010 - Present
Lazard Capital Markets February 2010 - June 2010
Endevon Capital, LLC February 2005 - February 2009
Skills
Trading Systems, Fixed Income, Capital Markets, Derivatives, Investment Banking, Calypso, Back Office, FX Options, Interest Rate..., Swaps, Market Risk, Credit Derivatives, Electronic Trading, Fantasy Football, Bloomberg, Hedge Funds
Education
London School of Economics and Political Science 2001 — 2003
Bachelor of Science, Economics
Vassar College 1999 — 2001
Economics
Bronx High School of Science 1995 — 1999
High School Diploma
Calypso Technology November 2010 - Present
Lazard Capital Markets February 2010 - June 2010
Endevon Capital, LLC February 2005 - February 2009
Skills
Trading Systems, Fixed Income, Capital Markets, Derivatives, Investment Banking, Calypso, Back Office, FX Options, Interest Rate..., Swaps, Market Risk, Credit Derivatives, Electronic Trading, Fantasy Football, Bloomberg, Hedge Funds
Education
London School of Economics and Political Science 2001 — 2003
Bachelor of Science, Economics
Vassar College 1999 — 2001
Economics
Bronx High School of Science 1995 — 1999
High School Diploma
Stephen Unger Stephen Unger's Lazard Capital Markets Experience October 2009 - December 2012
Job Chief Financial Officer at Quotient Limited
Industry Medical Devices
Experience
Quotient Biodiagnostics January 2014 - Present
Unger & Company January 2013 - December 2013
Lazard Capital Markets October 2009 - December 2012
Bear Stearns 1998 - 2008
Delloite & Touche, LLP 1992 - 1996
Skills
Equities, Investments, Corporate Finance, Portfolio Management, Due Diligence, Hedge Funds, Asset Managment, Venture Capital, Alternative Investments, Capital Markets, Mergers, Equity Valuation
Education
University of Wisconsin-Madison 1988 — 1992
BBA, Accounting & Finance
The University of Chicago - Booth School of Business
MBA
Quotient Biodiagnostics January 2014 - Present
Unger & Company January 2013 - December 2013
Lazard Capital Markets October 2009 - December 2012
Bear Stearns 1998 - 2008
Delloite & Touche, LLP 1992 - 1996
Skills
Equities, Investments, Corporate Finance, Portfolio Management, Due Diligence, Hedge Funds, Asset Managment, Venture Capital, Alternative Investments, Capital Markets, Mergers, Equity Valuation
Education
University of Wisconsin-Madison 1988 — 1992
BBA, Accounting & Finance
The University of Chicago - Booth School of Business
MBA
Michael C. Song Michael C. Song's Lazard Capital Markets Experience October 2007 - December 2009
Job Senior Associate at OpenGate Capital
Industry Venture Capital & Private Equity
Experience
OpenGate Capital December 2014 - Present
OpenGate Capital September 2014 - December 2014
Sun Capital Partners July 2012 - August 2014
Barclays Capital July 2010 - June 2012
Lazard Capital Markets October 2007 - December 2009
HOPE International June 2009 - August 2009
KeyBanc Capital Markets June 2008 - September 2008
Limited Brands June 2007 - September 2007
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital Markets, Private Equity, Corporate Finance, LBO, Mergers, Due Diligence, Equities, Investments, Mergers & Acquisitions, Hedge Funds, Venture Capital, Bloomberg, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA with Honors, Finance and Economics
OpenGate Capital December 2014 - Present
OpenGate Capital September 2014 - December 2014
Sun Capital Partners July 2012 - August 2014
Barclays Capital July 2010 - June 2012
Lazard Capital Markets October 2007 - December 2009
HOPE International June 2009 - August 2009
KeyBanc Capital Markets June 2008 - September 2008
Limited Brands June 2007 - September 2007
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital Markets, Private Equity, Corporate Finance, LBO, Mergers, Due Diligence, Equities, Investments, Mergers & Acquisitions, Hedge Funds, Venture Capital, Bloomberg, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA with Honors, Finance and Economics
Karen Koski Karen Koski's Lazard Capital Markets Experience January 2012 - December 2013
Job Senior Vice President Equity Research, Medical Technology & Diagnostics at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC January 2015 - Present
BTIG, LLC December 2013 - January 2015
Lazard Capital Markets January 2012 - December 2013
Lazard Capital Markets March 2011 - January 2012
Brigham and Women's Hospital January 2010 - March 2011
Merrill Lynch August 2008 - December 2008
Skills
Series 7, Financial Modeling, Valuation, Equities, Equity Valuation, Financial Analysis, Private Equity, Investments, Capital Markets, Financial Advisory, Corporate Finance, Investment Banking, Market Research, Bloomberg, Wealth Management, Equity Research, Biotechnology, Mergers & Acquisitions, Asset Management, Microsoft Excel, Options, Venture Capital, Hedge Funds, Series 63, Securities, Alternative Investments
Education
McGill University
B.S., Biochemistry, Economics
University of Vermont
B.S., Medical Technology, Economics, History
BTIG, LLC January 2015 - Present
BTIG, LLC December 2013 - January 2015
Lazard Capital Markets January 2012 - December 2013
Lazard Capital Markets March 2011 - January 2012
Brigham and Women's Hospital January 2010 - March 2011
Merrill Lynch August 2008 - December 2008
Skills
Series 7, Financial Modeling, Valuation, Equities, Equity Valuation, Financial Analysis, Private Equity, Investments, Capital Markets, Financial Advisory, Corporate Finance, Investment Banking, Market Research, Bloomberg, Wealth Management, Equity Research, Biotechnology, Mergers & Acquisitions, Asset Management, Microsoft Excel, Options, Venture Capital, Hedge Funds, Series 63, Securities, Alternative Investments
Education
McGill University
B.S., Biochemistry, Economics
University of Vermont
B.S., Medical Technology, Economics, History
Aileen Le Aileen Le's Lazard Capital Markets Experience May 2012 - May 2013
Job Marketing Assistant at Mallinckrodt Pharmaceuticals
Industry Marketing and Advertising
Experience
Mallinckrodt Pharmaceuticals August 2015 - Present
Mallinckrodt Pharmaceuticals January 2015 - August 2015
Jobson Healthcare Information August 2012 - January 2015
PenPalGirls, Inc. May 2012 - January 2015
Lazard Capital Markets May 2012 - May 2013
Education
Scripps College 2010 — 2014
Bachelor ofArts, Economics, 3.70
Monta Vista High School 2006 — 2010
High School
Mallinckrodt Pharmaceuticals August 2015 - Present
Mallinckrodt Pharmaceuticals January 2015 - August 2015
Jobson Healthcare Information August 2012 - January 2015
PenPalGirls, Inc. May 2012 - January 2015
Lazard Capital Markets May 2012 - May 2013
Education
Scripps College 2010 — 2014
Bachelor ofArts, Economics, 3.70
Monta Vista High School 2006 — 2010
High School
Wendell G. Rayburn, Jr. Wendell G. Rayburn, Jr.'s Lazard Capital Markets Experience October 2011 - December 2012
Job Senior Vice President Head of Global Institutional Equity Research Sales at Morningstar
Industry Financial Services
Experience
Morningstar July 2015 - Present
Morningstar December 2013 - July 2015
Lazard Capital Markets October 2011 - December 2012
Oppenheimer & Co. September 2004 - September 2011
Deutsche Bank 2000 - 2004
Goldman Sachs 1998 - 1999
Goldman Sachs 1995 - 1998
The Boston Company 1987 - 1993
Skills
Series 7, Series 63, Equities, Management, Insurance, Trading Strategies, FX Options, Trading, Structured Finance, Commodity, CRM, Due Diligence, Credit, Financial Analysis, Investment Management, Risk Management, Equity Research, Alternative Investments, IPO, Banking, Foreign Exchange, Portfolio Management, Financial Risk, Private Banking, Investments, Hedge Funds, Asset Management, Bloomberg, Securities, Currency, Fixed Income, Capital Markets, Mutual Funds, Investment Banking, Equity Trading, Equity Valuation, Private Equity, Bonds, FINRA, Valuation, Financial Modeling, Options
Education
Duke University - The Fuqua School of Business
MBA
Hampton University
BS, Marketing
Morningstar July 2015 - Present
Morningstar December 2013 - July 2015
Lazard Capital Markets October 2011 - December 2012
Oppenheimer & Co. September 2004 - September 2011
Deutsche Bank 2000 - 2004
Goldman Sachs 1998 - 1999
Goldman Sachs 1995 - 1998
The Boston Company 1987 - 1993
Skills
Series 7, Series 63, Equities, Management, Insurance, Trading Strategies, FX Options, Trading, Structured Finance, Commodity, CRM, Due Diligence, Credit, Financial Analysis, Investment Management, Risk Management, Equity Research, Alternative Investments, IPO, Banking, Foreign Exchange, Portfolio Management, Financial Risk, Private Banking, Investments, Hedge Funds, Asset Management, Bloomberg, Securities, Currency, Fixed Income, Capital Markets, Mutual Funds, Investment Banking, Equity Trading, Equity Valuation, Private Equity, Bonds, FINRA, Valuation, Financial Modeling, Options
Education
Duke University - The Fuqua School of Business
MBA
Hampton University
BS, Marketing
Glenn Champion's Lazard Capital Markets Experience June 2013 - March 2014
Job Credit Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2014 - Present
Lazard Capital Markets June 2013 - March 2014
Deutsche Bank Securities June 2012 - August 2012
CRT Capital Group, LLC May 2011 - August 2011
Skills
Series 7, Series 63, High Yield, Distressed Debt
Education
SMU 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Southern Methodist University 2009 — 2013
BBA, Finance
London School of Economics 2011 — 2012
General Course, Finance, Economics
St. Luke’s School 2005 — 2009
Goldman Sachs March 2014 - Present
Lazard Capital Markets June 2013 - March 2014
Deutsche Bank Securities June 2012 - August 2012
CRT Capital Group, LLC May 2011 - August 2011
Skills
Series 7, Series 63, High Yield, Distressed Debt
Education
SMU 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Southern Methodist University 2009 — 2013
BBA, Finance
London School of Economics 2011 — 2012
General Course, Finance, Economics
St. Luke’s School 2005 — 2009
Blake Omlie's Lazard Capital Markets Experience March 2008 - July 2011
Job Senior Vice President at Northland Capital Markets
Industry Investment Banking
Experience
Northland Capital Markets August 2014 - Present
Northland Capital Markets August 2014 - Present
Ardour Capital Investments May 2013 - August 2014
The Boss Group July 2011 - May 2013
Lazard Capital Markets March 2008 - July 2011
First Albany Capital September 2005 - December 2008
Piper Jaffray January 1987 - July 2005
Dain Bosworth January 1984 - December 1986
Inter-Regional Financial Group June 1980 - December 1983
Skills
Equities, Private Equity, Securities, Investment Banking, Valuation, Equity Research, Capital Markets, Investments, Financial Modeling, Portfolio Management, Hedge Funds, Financial Analysis, Derivatives, Trading, Financial Markets, Series 7, Mutual Funds, Venture Capital, Alternative Investments, M&A experience, Mergers & Acquisitions, Emerging Markets, Investor Relations, Finance, Strategy, Asset Management, Investment Management, Corporate Development, Executive Management, IPO, Equity Valuation, Fixed Income, Corporate Finance, Bloomberg
Education
University of Minnesota-Twin Cities 1978 — 1981
Master of Business Administration (MBA), Finance, General
Middlebury College 1976 — 1978
Political Science and Government, Economics
x 1976 — 1978
Bachelor of Science (BS), Business
Northland Capital Markets August 2014 - Present
Northland Capital Markets August 2014 - Present
Ardour Capital Investments May 2013 - August 2014
The Boss Group July 2011 - May 2013
Lazard Capital Markets March 2008 - July 2011
First Albany Capital September 2005 - December 2008
Piper Jaffray January 1987 - July 2005
Dain Bosworth January 1984 - December 1986
Inter-Regional Financial Group June 1980 - December 1983
Skills
Equities, Private Equity, Securities, Investment Banking, Valuation, Equity Research, Capital Markets, Investments, Financial Modeling, Portfolio Management, Hedge Funds, Financial Analysis, Derivatives, Trading, Financial Markets, Series 7, Mutual Funds, Venture Capital, Alternative Investments, M&A experience, Mergers & Acquisitions, Emerging Markets, Investor Relations, Finance, Strategy, Asset Management, Investment Management, Corporate Development, Executive Management, IPO, Equity Valuation, Fixed Income, Corporate Finance, Bloomberg
Education
University of Minnesota-Twin Cities 1978 — 1981
Master of Business Administration (MBA), Finance, General
Middlebury College 1976 — 1978
Political Science and Government, Economics
x 1976 — 1978
Bachelor of Science (BS), Business
Gabriel Durazo Gabriel Durazo's Lazard Capital Markets Experience October 2008 - April 2011
Job Lead Engineer / Founding Team Member
Industry Computer Software
Experience
CoachUp February 2012 - Present
Athletic Standard Inc January 2011 - January 2012
Lazard Capital Markets October 2008 - April 2011
Skills
Ruby on Rails, Web Development, Ruby
Education
Massachusetts Institute of Technology 2003 — 2008
Bachelor of Science (BS), Mathematics and Computer Science
CoachUp February 2012 - Present
Athletic Standard Inc January 2011 - January 2012
Lazard Capital Markets October 2008 - April 2011
Skills
Ruby on Rails, Web Development, Ruby
Education
Massachusetts Institute of Technology 2003 — 2008
Bachelor of Science (BS), Mathematics and Computer Science
Caitlin E. Carroll Caitlin E. Carroll's Lazard Capital Markets Experience April 2009 - August 2009
Job Assistant District Attorney at the Office of the Bronx County District Attorney
Industry Law Practice
Experience
Office of the Bronx District Attorney September 2013 - Present
Seton Hall Law School January 2012 - May 2013
Bergen County Prosecutor's Office May 2012 - August 2012
New Jersey Office of Attorney General May 2011 - August 2011
RIDGEWOOD SWIM January 2004 - August 2011
Lazard Capital Markets April 2009 - August 2009
CUTTONE &CO April 2008 - August 2008
Skills
Moot Court Board, Gressman Moot Court..., Chancellor Merit Scholar, Westlaw, Legal Writing, Legal Research, Litigation, Lexis, Courts, Criminal Law, Appeals, Civil Litigation, Mediation, Legal Issues, Public Speaking, Wealth Management, Research, Motions, Hearings
Education
Seton Hall Law School 2010 — 2013
Doctor of Law (J.D.)
Fairfield University 2006 — 2010
Bachelor of Science, Finance and History
Immaculate Heart Academy 2002 — 2006
Office of the Bronx District Attorney September 2013 - Present
Seton Hall Law School January 2012 - May 2013
Bergen County Prosecutor's Office May 2012 - August 2012
New Jersey Office of Attorney General May 2011 - August 2011
RIDGEWOOD SWIM January 2004 - August 2011
Lazard Capital Markets April 2009 - August 2009
CUTTONE &CO April 2008 - August 2008
Skills
Moot Court Board, Gressman Moot Court..., Chancellor Merit Scholar, Westlaw, Legal Writing, Legal Research, Litigation, Lexis, Courts, Criminal Law, Appeals, Civil Litigation, Mediation, Legal Issues, Public Speaking, Wealth Management, Research, Motions, Hearings
Education
Seton Hall Law School 2010 — 2013
Doctor of Law (J.D.)
Fairfield University 2006 — 2010
Bachelor of Science, Finance and History
Immaculate Heart Academy 2002 — 2006
Steven Vento Steven Vento's Lazard Capital Markets Experience July 2010 - October 2013
Job Vice President, Private Banker at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2015 - Present
FBR October 2013 - January 2015
Lazard Capital Markets July 2010 - October 2013
Thomas Weisel Partners July 2007 - July 2010
Prudential Equity Group September 2005 - July 2007
Education
Middlebury College 2001 — 2005
Economics, American History (United States)
Christian Brothers Academy 1997 — 2001
J.P. Morgan January 2015 - Present
FBR October 2013 - January 2015
Lazard Capital Markets July 2010 - October 2013
Thomas Weisel Partners July 2007 - July 2010
Prudential Equity Group September 2005 - July 2007
Education
Middlebury College 2001 — 2005
Economics, American History (United States)
Christian Brothers Academy 1997 — 2001
Robert Guida Robert Guida's Lazard Capital Markets Experience June 2013 - August 2013
Job Institutional Equity Sales at FBR
Industry Financial Services
Experience
FBR March 2015 - Present
Lazard Capital Markets June 2013 - August 2013
S.A.C. Capital Advisors June 2012 - August 2012
Skills
PowerPoint, Public Speaking, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Planning, Customer Service, English, Financial Analysis, Statistics, Time Management, Equities, Leadership
Education
The Johns Hopkins University 2010 — 2014
Bachelor's Degree, Political Science; Minor in Entrepreneurship and Management
FBR March 2015 - Present
Lazard Capital Markets June 2013 - August 2013
S.A.C. Capital Advisors June 2012 - August 2012
Skills
PowerPoint, Public Speaking, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Planning, Customer Service, English, Financial Analysis, Statistics, Time Management, Equities, Leadership
Education
The Johns Hopkins University 2010 — 2014
Bachelor's Degree, Political Science; Minor in Entrepreneurship and Management
Maura Gallagher Maura Gallagher's Lazard Capital Markets Experience 2008 - 2009
Job Associate at Fried Frank
Industry Law Practice
Experience
Fried Frank August 2014 - Present
Kelley Drye & Warren LLP October 2012 - August 2014
Fordham Law School 2009 - May 2012
Lazard Capital Markets 2008 - 2009
Goldman Sachs 2006 - 2008
Education
Fordham University School of Law 2009 — 2012
Doctor of Law (JD)
Princeton University 2002 — 2006
American Politics
Fried Frank August 2014 - Present
Kelley Drye & Warren LLP October 2012 - August 2014
Fordham Law School 2009 - May 2012
Lazard Capital Markets 2008 - 2009
Goldman Sachs 2006 - 2008
Education
Fordham University School of Law 2009 — 2012
Doctor of Law (JD)
Princeton University 2002 — 2006
American Politics
Jeffrey Castellano Jeffrey Castellano's Lazard Capital Markets Experience May 2012 - October 2013
Job Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. October 2013 - Present
Lazard Capital Markets May 2012 - October 2013
J.P. Morgan March 2008 - May 2012
Morgan Stanley March 2005 - March 2008
Gabelli Asset Management September 2003 - March 2005
Skills
Equities, Equity Trading, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Private Equity, Real Estate, Trading
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Fairfield University 1999 — 2003
Bachelor of Science, Finance
Stephens Inc. October 2013 - Present
Lazard Capital Markets May 2012 - October 2013
J.P. Morgan March 2008 - May 2012
Morgan Stanley March 2005 - March 2008
Gabelli Asset Management September 2003 - March 2005
Skills
Equities, Equity Trading, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Private Equity, Real Estate, Trading
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Fairfield University 1999 — 2003
Bachelor of Science, Finance
Ara Meyer Ara Meyer's Lazard Capital Markets Experience March 2009 - December 2012
Job Chief Systems Architect at Two Roads Software.
Industry Financial Services
Experience
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
Nina Schwei's Lazard Capital Markets Experience July 2012 - April 2014
Job Administrative Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Lazard Capital Markets July 2012 - April 2014
Tosone Electric August 2007 - August 2012
Venetian Jewelers November 2008 - July 2010
Metropolitan Practice Management April 2007 - November 2008
Skills
Customer Service, Analysis, Time Management, Accounts Payable, Accounts Receivable, Management, Marketing, Microsoft Excel, Microsoft Word, Invoicing, Microsoft Office, PeopleSoft, Outlook, Account Reconciliation, Data Entry, Sales, PowerPoint, Administrative..., Research, Travel Arrangements, Expense Reports, QuickBooks, Medisoft, Inventory Management, Invoice Processing, Medical Billing, Lotus Notes, Administrative..., Office Administration, Social Media, Concur, SDC Platinum, SMAART, Event Planning
Education
Rutgers University 2003 — 2007
Bachelor of Science (BS), Criminal Justice
Montclair High School 1998 — 2002
Morgan Stanley April 2014 - Present
Lazard Capital Markets July 2012 - April 2014
Tosone Electric August 2007 - August 2012
Venetian Jewelers November 2008 - July 2010
Metropolitan Practice Management April 2007 - November 2008
Skills
Customer Service, Analysis, Time Management, Accounts Payable, Accounts Receivable, Management, Marketing, Microsoft Excel, Microsoft Word, Invoicing, Microsoft Office, PeopleSoft, Outlook, Account Reconciliation, Data Entry, Sales, PowerPoint, Administrative..., Research, Travel Arrangements, Expense Reports, QuickBooks, Medisoft, Inventory Management, Invoice Processing, Medical Billing, Lotus Notes, Administrative..., Office Administration, Social Media, Concur, SDC Platinum, SMAART, Event Planning
Education
Rutgers University 2003 — 2007
Bachelor of Science (BS), Criminal Justice
Montclair High School 1998 — 2002
Michael Kiernan Michael Kiernan's Lazard Capital Markets Experience June 2008 - June 2011
Job Managing Director at EJ Lance Executive Search
Industry Research
Experience
EJ Lance May 2015 - Present
CFA Society of Stamford June 2014 - Present
Brean Capital, LLC March 2013 - December 2014
Canaccord Genuity Inc. July 2011 - March 2012
Lazard Capital Markets June 2008 - June 2011
Bear Stearns July 2004 - June 2008
Alecta Investment Management June 1997 - October 2003
UBS Global Asset Management December 1987 - February 1997
Skills
Series 7, Series 24, Series 63, Series 87, Wine Tasting, FINRA, Asset Management, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, Equity Research, Hedge Funds, Investment Strategies, Investments, Valuation, Strategy, Portfolio Management, Trading, Financial Modeling, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Madison Central High School
EJ Lance May 2015 - Present
CFA Society of Stamford June 2014 - Present
Brean Capital, LLC March 2013 - December 2014
Canaccord Genuity Inc. July 2011 - March 2012
Lazard Capital Markets June 2008 - June 2011
Bear Stearns July 2004 - June 2008
Alecta Investment Management June 1997 - October 2003
UBS Global Asset Management December 1987 - February 1997
Skills
Series 7, Series 24, Series 63, Series 87, Wine Tasting, FINRA, Asset Management, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, Equity Research, Hedge Funds, Investment Strategies, Investments, Valuation, Strategy, Portfolio Management, Trading, Financial Modeling, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Madison Central High School
Jason Cappadoro Jason Cappadoro's Lazard Capital Markets Experience May 2008 - October 2009
Job Director of Finance
Industry Sports
Experience
University of Denver May 2015 - Present
Stevens Institute of Technology July 2012 - May 2015
Stevens Institute of Technology March 2012 - June 2012
ICAP August 2010 - March 2012
Lazard Capital Markets May 2008 - October 2009
Skills
Series 7, Trading, Fixed Income, Equities, Customer Relations, photoshop, Quicken, Promotions, Management, Sports, Budgets, Athletics, Coaching, Customer Service, Fundraising, Marketing, Sports Management, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media
Education
Seton Hall University 2010 — 2012
MBA, Sports Management
Stony Brook University 2002 — 2006
B.A., Economics
University of Denver May 2015 - Present
Stevens Institute of Technology July 2012 - May 2015
Stevens Institute of Technology March 2012 - June 2012
ICAP August 2010 - March 2012
Lazard Capital Markets May 2008 - October 2009
Skills
Series 7, Trading, Fixed Income, Equities, Customer Relations, photoshop, Quicken, Promotions, Management, Sports, Budgets, Athletics, Coaching, Customer Service, Fundraising, Marketing, Sports Management, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media
Education
Seton Hall University 2010 — 2012
MBA, Sports Management
Stony Brook University 2002 — 2006
B.A., Economics
Frank Dellapolla Frank Dellapolla's Lazard Capital Markets Experience July 1996 - April 2015
Job Owner FMDell LLC
Industry Information Technology and Services
Experience
Lazard Capital Markets July 1996 - April 2015
Lazard 1996 - 2009
Metropolitan Opera 1989 - November 2005
San Francisco Opera 1988 - 1989
Southwest Ballet 1985 - 1986
Southwest Ballet 1985 - 1986
Skills
Social Media, Social Media Marketing, Management, Event Planning, Microsoft Office, Public Relations, Dance, Choreography, New Business Development, Fundraising, Team Leadership, Nonprofits, Social Networking, Business Strategy, Project Management, CRM, Corporate Communications, Series 63, Hedge Funds, Marketing Communications, Marketing, Event Management, Business Development, Entrepreneurship, Strategy, Portfolio Management, Investments, Start-ups, Valuation, Trading Systems, Asset Management, Electronic Trading, Investment Banking, Series 7, Bloomberg, Fixed Income, Equities, Capital Markets, Music, Leadership, Acting, Financial Services
Education
Columbia University in the City of New York 1994 — 1996
Certificate work, Computer Science and Software Engineering, Post grad
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Computer Science
Lazard Capital Markets July 1996 - April 2015
Lazard 1996 - 2009
Metropolitan Opera 1989 - November 2005
San Francisco Opera 1988 - 1989
Southwest Ballet 1985 - 1986
Southwest Ballet 1985 - 1986
Skills
Social Media, Social Media Marketing, Management, Event Planning, Microsoft Office, Public Relations, Dance, Choreography, New Business Development, Fundraising, Team Leadership, Nonprofits, Social Networking, Business Strategy, Project Management, CRM, Corporate Communications, Series 63, Hedge Funds, Marketing Communications, Marketing, Event Management, Business Development, Entrepreneurship, Strategy, Portfolio Management, Investments, Start-ups, Valuation, Trading Systems, Asset Management, Electronic Trading, Investment Banking, Series 7, Bloomberg, Fixed Income, Equities, Capital Markets, Music, Leadership, Acting, Financial Services
Education
Columbia University in the City of New York 1994 — 1996
Certificate work, Computer Science and Software Engineering, Post grad
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Computer Science
Christopher G. Sanossian, CFA's Lazard Capital Markets Experience June 2011 - October 2013
Job Multi Asset Platform Sales Trading
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
FBR October 2013 - May 2015
Lazard Capital Markets June 2011 - October 2013
Cowen and Company 2004 - 2011
Skills
Valuation, Investment Banking, Trading, Series 7, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 63, Trading Systems, Equity Trading, Bloomberg, Institutional Sales
Education
Boston College 2000 — 2004
BS, Finance, Marketing
Goldman Sachs June 2015 - Present
FBR October 2013 - May 2015
Lazard Capital Markets June 2011 - October 2013
Cowen and Company 2004 - 2011
Skills
Valuation, Investment Banking, Trading, Series 7, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 63, Trading Systems, Equity Trading, Bloomberg, Institutional Sales
Education
Boston College 2000 — 2004
BS, Finance, Marketing
William Bird William Bird's Lazard Capital Markets Experience November 2010 - October 2013
Job Equity Research Analyst at FBR
Industry Investment Management
Experience
FBR October 2013 - Present
Lazard Capital Markets November 2010 - October 2013
Bank of America / Merrill Lynch 2009 - November 2010
Steinberg Asset Management September 2007 - July 2009
Citigroup Smith Barney May 1997 - September 2007
Merrill Lynch, Pierce, Fenner & Smith Inc. 1993 - 1997
Meadowcroft 1991 - 1992
Skills
Equity Research, Investments, Portfolio Management, Stocks, Financial Modeling, Equities, Alternative Investments, Valuation, Series 7, Hedge Funds, Asset Management, Investor Relations, Strategic Planning, Business Strategy, Bloomberg, Equity Valuation, Finance, Investment Banking, Capital Markets
Education
Harvard University 1984 — 1988
BA, History
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Syosset High School
FBR October 2013 - Present
Lazard Capital Markets November 2010 - October 2013
Bank of America / Merrill Lynch 2009 - November 2010
Steinberg Asset Management September 2007 - July 2009
Citigroup Smith Barney May 1997 - September 2007
Merrill Lynch, Pierce, Fenner & Smith Inc. 1993 - 1997
Meadowcroft 1991 - 1992
Skills
Equity Research, Investments, Portfolio Management, Stocks, Financial Modeling, Equities, Alternative Investments, Valuation, Series 7, Hedge Funds, Asset Management, Investor Relations, Strategic Planning, Business Strategy, Bloomberg, Equity Valuation, Finance, Investment Banking, Capital Markets
Education
Harvard University 1984 — 1988
BA, History
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Syosset High School
Nora Bass Nora Bass's Lazard Capital Markets Experience 2010 - 2011
Job Director of Marketing at Been Mobile App
Industry Online Media
Experience
ThinkContent January 2013 - Present
Been Mobile App October 2014 - March 2015
Vixely 2011 - 2012
Lazard Capital Markets 2010 - 2011
Lazard 2008 - 2010
PwC August 2006 - March 2008
Skills
Business Strategy, Corporate Finance, Equity Research, Digital Media, Consulting, Editing, Writing, Private Equity, Strategy, Investment Banking, Email Marketing, Content Strategy, Content Design, Content Development, Venture Capital, Digital Strategy, Finance, Capital Markets, Management, Entrepreneurship, Social Media, Mergers & Acquisitions, Social Media Marketing, Marketing, Due Diligence
Education
Hamilton College 2002 — 2006
BA, Economics, Africana Studies
ThinkContent January 2013 - Present
Been Mobile App October 2014 - March 2015
Vixely 2011 - 2012
Lazard Capital Markets 2010 - 2011
Lazard 2008 - 2010
PwC August 2006 - March 2008
Skills
Business Strategy, Corporate Finance, Equity Research, Digital Media, Consulting, Editing, Writing, Private Equity, Strategy, Investment Banking, Email Marketing, Content Strategy, Content Design, Content Development, Venture Capital, Digital Strategy, Finance, Capital Markets, Management, Entrepreneurship, Social Media, Mergers & Acquisitions, Social Media Marketing, Marketing, Due Diligence
Education
Hamilton College 2002 — 2006
BA, Economics, Africana Studies
Nikolay Vassilev, CFA Nikolay Vassilev, CFA's Lazard Capital Markets Experience August 2000 - July 2001
Job Managing Partner, Expat Capital
Industry Investment Management
Experience
Expat Capital August 2009 - Present
The Government of the Republic of Bulgaria 2005 - 2009
The Government of the Republic of Bulgaria July 2001 - August 2005
Lazard Capital Markets August 2000 - July 2001
UBS (former SBC, Warburg Dillon Read) April 1996 - August 2000
UBS 1996 - 2000
UBS 1996 - 2000
Coopers & Lybrand September 1993 - June 1994
Skills
Investments, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Financial Modeling, Asset Managment, Mergers, Valuation, Banking, Trading
Education
慶応義塾大学 1996 — 1997
Master's courses, Finance, Tax, Management, GPA 3.90/4.00
Brandeis University, Lemberg - International Business School 1995 — 1997
MA in International Economics and Finance, Finance, Economics, GPA 3.97/4.00
State University of New York at Oswego 1994 — 1995
BA, Business (Finance Concentration), Economics, GPA 4.00/4.00
Budapesti Corvinus Egyetem 1990 — 1994
BS, Economics, General Management, GPA 5.00/5.00
Expat Capital August 2009 - Present
The Government of the Republic of Bulgaria 2005 - 2009
The Government of the Republic of Bulgaria July 2001 - August 2005
Lazard Capital Markets August 2000 - July 2001
UBS (former SBC, Warburg Dillon Read) April 1996 - August 2000
UBS 1996 - 2000
UBS 1996 - 2000
Coopers & Lybrand September 1993 - June 1994
Skills
Investments, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Financial Modeling, Asset Managment, Mergers, Valuation, Banking, Trading
Education
慶応義塾大学 1996 — 1997
Master's courses, Finance, Tax, Management, GPA 3.90/4.00
Brandeis University, Lemberg - International Business School 1995 — 1997
MA in International Economics and Finance, Finance, Economics, GPA 3.97/4.00
State University of New York at Oswego 1994 — 1995
BA, Business (Finance Concentration), Economics, GPA 4.00/4.00
Budapesti Corvinus Egyetem 1990 — 1994
BS, Economics, General Management, GPA 5.00/5.00
Ann (FitzGibbons) Hite Ann (FitzGibbons) Hite's Lazard Capital Markets Experience January 2011 - December 2012
Job Vice President, Corporate Access at Leerink Partners LLC
Industry
Experience
Leerink Partners LLC February 2015 - Present
Leerink Partners LLC January 2013 - February 2015
Lazard Capital Markets January 2011 - December 2012
BlueCrest Capital Management January 2010 - December 2010
Meetup January 2009 - January 2010
LaForce + Stevens July 2007 - October 2008
Brosseau PR October 2005 - April 2007
Skills
Strategic Planning, Budgets, Marketing, Equities, Capital Markets, Hedge Funds, Investment Banking, Marketing Event Planning, Corporate Access
Education
Arizona State University 2002 — 2005
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Indiana University Bloomington 2001 — 2001
Leerink Partners LLC February 2015 - Present
Leerink Partners LLC January 2013 - February 2015
Lazard Capital Markets January 2011 - December 2012
BlueCrest Capital Management January 2010 - December 2010
Meetup January 2009 - January 2010
LaForce + Stevens July 2007 - October 2008
Brosseau PR October 2005 - April 2007
Skills
Strategic Planning, Budgets, Marketing, Equities, Capital Markets, Hedge Funds, Investment Banking, Marketing Event Planning, Corporate Access
Education
Arizona State University 2002 — 2005
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Indiana University Bloomington 2001 — 2001
Kenneth Cawley Kenneth Cawley's Lazard Capital Markets Experience October 1995 - January 2008
Job Senior Analyst at Lloyds Banking Group
Industry Financial Services
Experience
Lloyds Banking Group February 2015 - Present
CastleOak Securities, L.P. June 2008 - August 2014
Lazard Capital Markets October 1995 - January 2008
Goldman Sachs October 1986 - October 1995
New York Institute January 1986 - September 1989
Skills
Finance, Hedge Funds, Swaps, Banking, Middle Office, Capital Markets, Securities, Options, Bloomberg, Fixed Income, Trading, Equities, Financial Modeling, Derivatives, Investment Banking, Bonds
Education
Adelphi University 1989 — 1993
Bachelor's Degree, Business Management and Communications, 3.875
New York Institute of Finance 1989 — 1991
Certificate of Completion, Finance and Financial Management Services
Lloyds Banking Group February 2015 - Present
CastleOak Securities, L.P. June 2008 - August 2014
Lazard Capital Markets October 1995 - January 2008
Goldman Sachs October 1986 - October 1995
New York Institute January 1986 - September 1989
Skills
Finance, Hedge Funds, Swaps, Banking, Middle Office, Capital Markets, Securities, Options, Bloomberg, Fixed Income, Trading, Equities, Financial Modeling, Derivatives, Investment Banking, Bonds
Education
Adelphi University 1989 — 1993
Bachelor's Degree, Business Management and Communications, 3.875
New York Institute of Finance 1989 — 1991
Certificate of Completion, Finance and Financial Management Services
Brandon Baer Brandon Baer's Lazard Capital Markets Experience June 2006 - August 2006
Job Assistant Vice President, MatlinPatterson Securitized Credit
Industry Investment Banking
Experience
MatlinPatterson June 2014 - Present
Gravitas - Co-Sourcing at Apollo Global Management January 2013 - May 2014
Gravitas April 2011 - May 2014
J.P. Morgan September 2007 - April 2011
Sonnenschein Nath & Rosenthal LLP September 2006 - December 2006
Lazard Capital Markets June 2006 - August 2006
HSBC 2005 - 2005
Skills
Loans, Bloomberg, Valuation, Analysis, Fixed Income, Trading, Investment Banking, Equities, Derivatives, Wealth Management
Education
Dale Carnegie 2013 — 2013
Leadership Training for Managers
Hobart and William Smith Colleges 2003 — 2007
BA, Economics, Public Policy
MatlinPatterson June 2014 - Present
Gravitas - Co-Sourcing at Apollo Global Management January 2013 - May 2014
Gravitas April 2011 - May 2014
J.P. Morgan September 2007 - April 2011
Sonnenschein Nath & Rosenthal LLP September 2006 - December 2006
Lazard Capital Markets June 2006 - August 2006
HSBC 2005 - 2005
Skills
Loans, Bloomberg, Valuation, Analysis, Fixed Income, Trading, Investment Banking, Equities, Derivatives, Wealth Management
Education
Dale Carnegie 2013 — 2013
Leadership Training for Managers
Hobart and William Smith Colleges 2003 — 2007
BA, Economics, Public Policy
Jay Lugosch Jay Lugosch's Lazard Capital Markets Experience May 2011 - February 2012
Job Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets May 2015 - Present
Xiphias Capital LLC March 2012 - May 2015
Broadacre Financial May 2013 - May 2014
Johnson Capital April 2012 - July 2013
Lazard Capital Markets May 2011 - February 2012
Janney Montgomery Scott January 2011 - April 2011
Private Practice 2009 - 2010
Merrill Lynch 2003 - 2008
Commonwealth Development Group 1999 - 1999
Skills
Financial Modeling, Credit, Valuation, Investment Banking, Equity Research, Commercial Mortgages, Financial Analysis, Capital Markets, Portfolio Management, Investments, Due Diligence, Finance, Mergers & Acquisitions, Real Estate Economics, Loans, Credit Analysis, Banking, Private Equity, Real Estate, Underwriting, Commercial Real Estate, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA, Finance
Middlebury College 1997 — 2001
B.A.S., Economics, Classics
The Roxbury Latin School 1990 — 1997
H.S.
CIBC World Markets May 2015 - Present
Xiphias Capital LLC March 2012 - May 2015
Broadacre Financial May 2013 - May 2014
Johnson Capital April 2012 - July 2013
Lazard Capital Markets May 2011 - February 2012
Janney Montgomery Scott January 2011 - April 2011
Private Practice 2009 - 2010
Merrill Lynch 2003 - 2008
Commonwealth Development Group 1999 - 1999
Skills
Financial Modeling, Credit, Valuation, Investment Banking, Equity Research, Commercial Mortgages, Financial Analysis, Capital Markets, Portfolio Management, Investments, Due Diligence, Finance, Mergers & Acquisitions, Real Estate Economics, Loans, Credit Analysis, Banking, Private Equity, Real Estate, Underwriting, Commercial Real Estate, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA, Finance
Middlebury College 1997 — 2001
B.A.S., Economics, Classics
The Roxbury Latin School 1990 — 1997
H.S.
Darcy Chin Darcy Chin's Lazard Capital Markets Experience April 2014 - January 2015
Job Legal & Compliance Group at Lazard Freres & Co.
Industry Investment Banking
Experience
Lazard Freres & Co. January 2015 - Present
Lazard Capital Markets April 2014 - January 2015
Lazard Capital Markets June 2011 - March 2014
Lazard Capital Markets February 1993 - June 2011
Skills
Equities, Fixed Income, Investment Banking, FINRA, CRM, Microsoft Excel, Bloomberg, Capital Markets, Valuation, Outlook, Team Leadership, Series 63, Equity Research, Business Analysis, Hedge Funds, Equity Trading, Financial Modeling, Series 7, Financial Markets, Electronic Trading, Mergers & Acquisitions, Management, Strategic Planning, Financial Analysis, Trading Systems, Securities, Corporate Finance, Economics, Market Research
Education
Cornell University
B.S., Economics
Stuyvesant High School
Lazard Freres & Co. January 2015 - Present
Lazard Capital Markets April 2014 - January 2015
Lazard Capital Markets June 2011 - March 2014
Lazard Capital Markets February 1993 - June 2011
Skills
Equities, Fixed Income, Investment Banking, FINRA, CRM, Microsoft Excel, Bloomberg, Capital Markets, Valuation, Outlook, Team Leadership, Series 63, Equity Research, Business Analysis, Hedge Funds, Equity Trading, Financial Modeling, Series 7, Financial Markets, Electronic Trading, Mergers & Acquisitions, Management, Strategic Planning, Financial Analysis, Trading Systems, Securities, Corporate Finance, Economics, Market Research
Education
Cornell University
B.S., Economics
Stuyvesant High School
Thomas Le, CFA's Lazard Capital Markets Experience August 2011 - October 2013
Job Equity Research Analyst at Kings Point Capital Management
Industry Investment Management
Experience
Kings Point Capital Management April 2014 - Present
Credit Suisse November 2013 - March 2014
Lazard Capital Markets August 2011 - October 2013
J.P. Morgan Asset Management July 2008 - July 2011
Skills
Equity Research, Financial Modeling, Equities, Valuation, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2007
Finance, BBA with High Honors
Kings Point Capital Management April 2014 - Present
Credit Suisse November 2013 - March 2014
Lazard Capital Markets August 2011 - October 2013
J.P. Morgan Asset Management July 2008 - July 2011
Skills
Equity Research, Financial Modeling, Equities, Valuation, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2007
Finance, BBA with High Honors
Alison Kwan Alison Kwan's Lazard Capital Markets Experience May 2012 - August 2012
Job Account Executive at TMP Worldwide
Industry Marketing and Advertising
Experience
TMP Worldwide June 2015 - Present
Ellevate Network - Boston University Chapter April 2013 - May 2015
BEAM Interactive July 2014 - September 2014
Josie Chen Range February 2014 - May 2014
Kel & Partners July 2013 - August 2013
Lattice Engines June 2013 - August 2013
Boston University, Department of Computer Science September 2012 - December 2012
Lattice Engines May 2012 - August 2012
Lazard Capital Markets May 2012 - August 2012
Walter Kwan Insurance Agency, Inc. June 2009 - May 2012
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Office, Management, Microsoft Excel, Planning & Execution of..., Planning & Organizing..., Sales, Research, Analytics, Time Management, CRM, Retail, Event Planning, Illustrator, Digital Marketing, Email Marketing, WordPress, Photoshop
Education
Boston University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing
Fudan University 2014 — 2014
Study Abroad Internship Program
Newton South High School 2007 — 2011
High School Diploma
TMP Worldwide June 2015 - Present
Ellevate Network - Boston University Chapter April 2013 - May 2015
BEAM Interactive July 2014 - September 2014
Josie Chen Range February 2014 - May 2014
Kel & Partners July 2013 - August 2013
Lattice Engines June 2013 - August 2013
Boston University, Department of Computer Science September 2012 - December 2012
Lattice Engines May 2012 - August 2012
Lazard Capital Markets May 2012 - August 2012
Walter Kwan Insurance Agency, Inc. June 2009 - May 2012
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Office, Management, Microsoft Excel, Planning & Execution of..., Planning & Organizing..., Sales, Research, Analytics, Time Management, CRM, Retail, Event Planning, Illustrator, Digital Marketing, Email Marketing, WordPress, Photoshop
Education
Boston University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing
Fudan University 2014 — 2014
Study Abroad Internship Program
Newton South High School 2007 — 2011
High School Diploma
Lesley Barnett Lesley Barnett's Lazard Capital Markets Experience October 2012 - Present
Job Executive Assistant to the CEO, CFO, CAO & General Counsel
Industry Investment Banking
Experience
Cyndx August 2015 - Present
Lazard Capital Markets October 2012 - Present
Lazard Capital Markets April 2012 - October 2012
Aegis Capital Corp September 2009 - August 2011
Planning Institute of Jamaica December 2008 - January 2009
Skills
Excel, Word, Outlook, PowerPoint, Access, Microsoft Office, SAS, Stata, SPSS, R, Arena, PeopleSoft, Financial Reporting, Statistics, Spreadsheets
Education
City University of New York-Baruch College 2010 — 2012
Masters, Statistics
Mount Holyoke College 2006 — 2009
Bachelors, Economics
Cyndx August 2015 - Present
Lazard Capital Markets October 2012 - Present
Lazard Capital Markets April 2012 - October 2012
Aegis Capital Corp September 2009 - August 2011
Planning Institute of Jamaica December 2008 - January 2009
Skills
Excel, Word, Outlook, PowerPoint, Access, Microsoft Office, SAS, Stata, SPSS, R, Arena, PeopleSoft, Financial Reporting, Statistics, Spreadsheets
Education
City University of New York-Baruch College 2010 — 2012
Masters, Statistics
Mount Holyoke College 2006 — 2009
Bachelors, Economics
Cailin Trinh Cailin Trinh's Lazard Capital Markets Experience June 2008 - August 2008
Job Director, Analytics and Client Strategy at Streetline, Inc.
Industry Management Consulting
Experience
Streetline, Inc. June 2015 - Present
Streetline, Inc. February 2013 - March 2015
Deloitte & Touche September 2010 - February 2013
Deloitte June 2009 - August 2009
Lazard Capital Markets June 2008 - August 2008
Clausen Center for International Business & Policy August 2007 - August 2008
Skills
Management Consulting, Financial Modeling, Financial Analysis, Business Process..., Data Analysis, Business Strategy, Risk Management, Enterprise Risk..., Business Analysis, Mergers, Internal Controls, Accounting, Program Management, Strategic Planning, Vendor Contracts, Foreign Languages, Royalties, Start-ups, Global Perspective, Product Management, Analysis, Management, Mergers & Acquisitions, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
The University of Hong Kong 2010 — 2010
International Business, Economics and Finance
Streetline, Inc. June 2015 - Present
Streetline, Inc. February 2013 - March 2015
Deloitte & Touche September 2010 - February 2013
Deloitte June 2009 - August 2009
Lazard Capital Markets June 2008 - August 2008
Clausen Center for International Business & Policy August 2007 - August 2008
Skills
Management Consulting, Financial Modeling, Financial Analysis, Business Process..., Data Analysis, Business Strategy, Risk Management, Enterprise Risk..., Business Analysis, Mergers, Internal Controls, Accounting, Program Management, Strategic Planning, Vendor Contracts, Foreign Languages, Royalties, Start-ups, Global Perspective, Product Management, Analysis, Management, Mergers & Acquisitions, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
The University of Hong Kong 2010 — 2010
International Business, Economics and Finance
Dylan Peipert's Lazard Capital Markets Experience May 2013 - August 2013
Job MBA Student at the Kelley School of Business
Industry Accounting
Experience
Marlboro First Aid & Rescue Squad May 2011 - Present
PwC June 2015 - August 2015
Sigma Alpha Mu Fraternity October 2013 - November 2014
Lazard Capital Markets May 2013 - August 2013
Thomas Publishing June 2011 - August 2012
Skills
Microsoft Excel, Leadership, Teamwork, Social Networking, Microsoft Word, OS X, Public Speaking, Team Leadership, Management, PowerPoint, Prezi, Microsoft Access, Microsoft Powerpoint, Windows 7, Windows XP Pro, Spanish, System Administration, Healthcare, Blogging, Microsoft Office, Access, Accounting, Financial Analysis, First Aid, Emergency Services, Due Diligence, Deals
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science in Business, Accounting, Finance
Institute for the International Education of Students (London, UK) 2015 — 2015
Marlboro High School 2008 — 2012
Marlboro First Aid & Rescue Squad May 2011 - Present
PwC June 2015 - August 2015
Sigma Alpha Mu Fraternity October 2013 - November 2014
Lazard Capital Markets May 2013 - August 2013
Thomas Publishing June 2011 - August 2012
Skills
Microsoft Excel, Leadership, Teamwork, Social Networking, Microsoft Word, OS X, Public Speaking, Team Leadership, Management, PowerPoint, Prezi, Microsoft Access, Microsoft Powerpoint, Windows 7, Windows XP Pro, Spanish, System Administration, Healthcare, Blogging, Microsoft Office, Access, Accounting, Financial Analysis, First Aid, Emergency Services, Due Diligence, Deals
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science in Business, Accounting, Finance
Institute for the International Education of Students (London, UK) 2015 — 2015
Marlboro High School 2008 — 2012
Ha Le's Lazard Capital Markets Experience November 2011 - August 2013
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
Microsoft June 2013 - August 2013
Lazard Capital Markets November 2011 - August 2013
Harvard College Consulting Group September 2011 - May 2013
Endeavor June 2012 - August 2012
US Department of Veterans Affairs May 2011 - August 2011
Asian Pacific American Institute for Congressional Studies May 2011 - August 2011
Global Glimpse September 2009 - June 2011
Skills
Event Management, Non-profits, Nonprofits, Stata, R, Market Research, Analysis, Research, Start-ups, International Relations, Entrepreneurship, Qualitative Research, Spanish, Data Analysis, Marketing Strategy, Event Planning
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Government, Cum Laude with High Honors
Irvington High School 2006 — 2010
BlackRock August 2014 - Present
Microsoft June 2013 - August 2013
Lazard Capital Markets November 2011 - August 2013
Harvard College Consulting Group September 2011 - May 2013
Endeavor June 2012 - August 2012
US Department of Veterans Affairs May 2011 - August 2011
Asian Pacific American Institute for Congressional Studies May 2011 - August 2011
Global Glimpse September 2009 - June 2011
Skills
Event Management, Non-profits, Nonprofits, Stata, R, Market Research, Analysis, Research, Start-ups, International Relations, Entrepreneurship, Qualitative Research, Spanish, Data Analysis, Marketing Strategy, Event Planning
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Government, Cum Laude with High Honors
Irvington High School 2006 — 2010
Christopher Rolland Christopher Rolland's Lazard Capital Markets Experience June 2007 - November 2008
Job Senior Semiconductor Equity Analyst at FBR & Co.
Industry Financial Services
Experience
FBR & Co. November 2010 - Present
Opus Capital LLC November 2008 - November 2010
Lazard Capital Markets June 2007 - November 2008
Wedbush Morgan Securities June 2005 - June 2007
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Data Analysis, Capital Markets, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2005 — 2006
Master of Business Administration (MBA), Finance, Value Investing
Denison University 1992 — 1996
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 1995 — 1995
Corporate Finance
Mbs
FBR & Co. November 2010 - Present
Opus Capital LLC November 2008 - November 2010
Lazard Capital Markets June 2007 - November 2008
Wedbush Morgan Securities June 2005 - June 2007
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Data Analysis, Capital Markets, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2005 — 2006
Master of Business Administration (MBA), Finance, Value Investing
Denison University 1992 — 1996
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 1995 — 1995
Corporate Finance
Mbs
Robert Veiga's Lazard Capital Markets Experience November 2011 - January 2012
Job Financial Services Consultant at EY
Industry Financial Services
Experience
EY July 2013 - Present
Ernst & Young June 2012 - August 2012
Lazard Capital Markets November 2011 - January 2012
Liberty Mutual June 2011 - August 2011
The Farms Country Club May 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Management, Investments, Microsoft Office, SQL, Business Strategy, SharePoint, Risk Management, Conversational Spanish, Visual Basic, Oracle Application..., Equities, Internal Controls, Project Management, Auditing
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, Information Systems
Cheshire High School 2006 — 2009
High School
EY July 2013 - Present
Ernst & Young June 2012 - August 2012
Lazard Capital Markets November 2011 - January 2012
Liberty Mutual June 2011 - August 2011
The Farms Country Club May 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Management, Investments, Microsoft Office, SQL, Business Strategy, SharePoint, Risk Management, Conversational Spanish, Visual Basic, Oracle Application..., Equities, Internal Controls, Project Management, Auditing
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, Information Systems
Cheshire High School 2006 — 2009
High School
Amit Singh's Lazard Capital Markets Experience March 2010 - May 2010
Job Associate | Private Investments at Two Sigma
Industry Venture Capital & Private Equity
Experience
Two Sigma March 2015 - Present
Barclays Investment Bank October 2013 - March 2015
HSBC July 2012 - October 2013
HSBC June 2011 - August 2011
General Electric May 2010 - September 2010
Lazard Capital Markets March 2010 - May 2010
Morgan Stanley Smith Barney February 2010 - May 2010
Chemidex August 2009 - October 2009
Brotherhood Bank & Trust May 2009 - September 2009
Education
Boston University 2008 — 2012
Bachelor of Arts, Economics, Cum Laude
Boston University - School of Management 2008 — 2012
Bachelor of Science, Finance, General, Cum Laude
External Coursework 2008 — 2012
Valuation & Financial Analysis
Shawnee Mission West High School 2004 — 2008
Pre-Collegiate Preparatory, Salutatorian
Two Sigma March 2015 - Present
Barclays Investment Bank October 2013 - March 2015
HSBC July 2012 - October 2013
HSBC June 2011 - August 2011
General Electric May 2010 - September 2010
Lazard Capital Markets March 2010 - May 2010
Morgan Stanley Smith Barney February 2010 - May 2010
Chemidex August 2009 - October 2009
Brotherhood Bank & Trust May 2009 - September 2009
Education
Boston University 2008 — 2012
Bachelor of Arts, Economics, Cum Laude
Boston University - School of Management 2008 — 2012
Bachelor of Science, Finance, General, Cum Laude
External Coursework 2008 — 2012
Valuation & Financial Analysis
Shawnee Mission West High School 2004 — 2008
Pre-Collegiate Preparatory, Salutatorian
Audrey Simeng Chen Audrey Simeng Chen's Lazard Capital Markets Experience May 2011 - February 2012
Job Entrepreneurial Financial Analyst
Industry Banking
Experience
LumEnrich Inc. April 2013 - July 2015
Citi January 2013 - December 2014
Lazard Capital Markets May 2011 - February 2012
Rodman & Renshaw December 2010 - May 2011
HSBC June 2010 - August 2010
American Museum of Natural History, Global Business Development Department July 2009 - June 2010
China Radio International, Shanghai News Bureau February 2006 - September 2007
China Radio International, English Services August 2004 - January 2006
Skills
Financial Modeling, Financial Markets, Entrepreneurship, Finance, Investment Banking, Corporate Finance, Equity Research, Valuation, Capital Markets, Economics, Financial Analysis, Project Finance, Problem Solving, Communication, Private Equity, Trading
Education
Columbia University - School of International and Public Affairs 2009 — 2011
MIA, International Finance and Economic Policy
CFA Institte
CFA Level I
Columbia University in the City of New York
LumEnrich Inc. April 2013 - July 2015
Citi January 2013 - December 2014
Lazard Capital Markets May 2011 - February 2012
Rodman & Renshaw December 2010 - May 2011
HSBC June 2010 - August 2010
American Museum of Natural History, Global Business Development Department July 2009 - June 2010
China Radio International, Shanghai News Bureau February 2006 - September 2007
China Radio International, English Services August 2004 - January 2006
Skills
Financial Modeling, Financial Markets, Entrepreneurship, Finance, Investment Banking, Corporate Finance, Equity Research, Valuation, Capital Markets, Economics, Financial Analysis, Project Finance, Problem Solving, Communication, Private Equity, Trading
Education
Columbia University - School of International and Public Affairs 2009 — 2011
MIA, International Finance and Economic Policy
CFA Institte
CFA Level I
Columbia University in the City of New York
Lauren Stoller Lauren Stoller's Lazard Capital Markets Experience March 2008 - August 2011
Job Sr. Manager, Business Intelligence at Gap Inc./Growth, Innovation, Digital (GID), a division of Gap, Inc.
Industry Internet
Experience
Gap Inc./Growth, Innovation, Digital (GID), a division of Gap, Inc. March 2014 - Present
Gap Inc./Growth, Innovation, Digital (GID), a division of Gap, Inc. March 2013 - March 2014
Gap Inc. November 2012 - March 2013
Buttons and Pears November 2012 - December 2012
Spongecell October 2012 - December 2012
Technology Field Office - Obama for America January 2012 - November 2012
Lazard Capital Markets March 2008 - August 2011
Broadpoint Gleacher (Formerly First Albany) August 2006 - March 2008
Zeff Capital Partners June 2004 - January 2006
M R Wolfe 2003 - 2004
Skills
Financial Analysis, Strategic Consulting, Business Analysis, Market Research, Competitive Analysis, Trend Analysis, Project Management, Building Relationships, Financial Modeling, Copywriting, Fashion, Writing, Teamwork, Corporate Finance, LED lighting systems, Economics, Capital Markets, Philanthropy, Microsoft Excel, SEC filings, Self-starter, Problem Solving, Collaboration, Copy Editing, Shopping, Comparison Shopping, Strategic Planning, Data Analysis, Strategy, Analytics, Analysis, Forecasting, Leadership, E-commerce, Management, Business Intelligence, Finance
Education
Smith College 1998 — 2002
BA, Government, 3rd World Development Studies
University of California, Berkeley 2006 — 2012
Progress towards Certificates in Finance and Marketing
Gap Inc./Growth, Innovation, Digital (GID), a division of Gap, Inc. March 2014 - Present
Gap Inc./Growth, Innovation, Digital (GID), a division of Gap, Inc. March 2013 - March 2014
Gap Inc. November 2012 - March 2013
Buttons and Pears November 2012 - December 2012
Spongecell October 2012 - December 2012
Technology Field Office - Obama for America January 2012 - November 2012
Lazard Capital Markets March 2008 - August 2011
Broadpoint Gleacher (Formerly First Albany) August 2006 - March 2008
Zeff Capital Partners June 2004 - January 2006
M R Wolfe 2003 - 2004
Skills
Financial Analysis, Strategic Consulting, Business Analysis, Market Research, Competitive Analysis, Trend Analysis, Project Management, Building Relationships, Financial Modeling, Copywriting, Fashion, Writing, Teamwork, Corporate Finance, LED lighting systems, Economics, Capital Markets, Philanthropy, Microsoft Excel, SEC filings, Self-starter, Problem Solving, Collaboration, Copy Editing, Shopping, Comparison Shopping, Strategic Planning, Data Analysis, Strategy, Analytics, Analysis, Forecasting, Leadership, E-commerce, Management, Business Intelligence, Finance
Education
Smith College 1998 — 2002
BA, Government, 3rd World Development Studies
University of California, Berkeley 2006 — 2012
Progress towards Certificates in Finance and Marketing
William Robertson William Robertson's Lazard Capital Markets Experience August 2007 - November 2013
Job Managing Director at MKM Partners
Industry Financial Services
Experience
MKM Partners November 2013 - Present
Lazard Capital Markets August 2007 - November 2013
WR Hambrecht September 2005 - August 2007
SoundView Technology Group 1997 - 2004
Gartner 1990 - 1997
Skills
Equities, Institutional Clients, Hedge Funds, Series 7, Capital Markets, Equity Trading, Investment Banking, Investments, Valuation, Series 63, Private Equity, Bloomberg, Financial Modeling, Trading, Asset Managment, Venture Capital, Trading Systems, Equity Research
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1981
BS, Economics
MKM Partners November 2013 - Present
Lazard Capital Markets August 2007 - November 2013
WR Hambrecht September 2005 - August 2007
SoundView Technology Group 1997 - 2004
Gartner 1990 - 1997
Skills
Equities, Institutional Clients, Hedge Funds, Series 7, Capital Markets, Equity Trading, Investment Banking, Investments, Valuation, Series 63, Private Equity, Bloomberg, Financial Modeling, Trading, Asset Managment, Venture Capital, Trading Systems, Equity Research
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1981
BS, Economics
Gene Mack's Lazard Capital Markets Experience May 2008 - April 2009
Job Senior Director at Edge Therapeutics, Inc.
Industry Biotechnology
Experience
Edge Therapeutics, Inc. February 2014 - Present
Brean Murray, Carret & Co. August 2012 - February 2014
Mizuho Securities USA Inc. January 2011 - August 2012
Soleil Securities September 2009 - January 2011
Lazard Capital Markets May 2008 - April 2009
HSBC 2005 - 2008
Lazard Freres & Co. January 2003 - May 2005
Gruntal & Co June 2000 - December 2003
Columbia University June 1995 - December 1996
Education
Fordham University
BS
Edge Therapeutics, Inc. February 2014 - Present
Brean Murray, Carret & Co. August 2012 - February 2014
Mizuho Securities USA Inc. January 2011 - August 2012
Soleil Securities September 2009 - January 2011
Lazard Capital Markets May 2008 - April 2009
HSBC 2005 - 2008
Lazard Freres & Co. January 2003 - May 2005
Gruntal & Co June 2000 - December 2003
Columbia University June 1995 - December 1996
Education
Fordham University
BS
Marie Thibault's Lazard Capital Markets Experience February 2010 - December 2013
Job
Industry Financial Services
Experience
UBM Canon February 2015 - Present
BTIG, LLC December 2013 - December 2014
Lazard Capital Markets February 2010 - December 2013
Forbes May 2009 - February 2010
Institutional Investor January 2008 - August 2008
Education
Massachusetts Institute of Technology 2004 — 2007
Bachelor of Science, Biology; Minor in Writing; Concentration in Literature
New York University 2008 — 2009
Master of Arts and Certificate, Business and Economic Reporting
UBM Canon February 2015 - Present
BTIG, LLC December 2013 - December 2014
Lazard Capital Markets February 2010 - December 2013
Forbes May 2009 - February 2010
Institutional Investor January 2008 - August 2008
Education
Massachusetts Institute of Technology 2004 — 2007
Bachelor of Science, Biology; Minor in Writing; Concentration in Literature
New York University 2008 — 2009
Master of Arts and Certificate, Business and Economic Reporting
Aaron Clark's Lazard Capital Markets Experience July 2009 - December 2013
Job Vice President at UBS
Industry Financial Services
Experience
UBS February 2014 - Present
Lazard Capital Markets July 2009 - December 2013
Credit Suisse April 2007 - July 2009
Connelley Sheehan Harris September 2006 - April 2007
Holland & Knight LLP June 2005 - June 2006
Hoz's Beer & Wine Store November 2004 - May 2005
Skills
Series 7, Equities, Investments, Series 63, Equity Research, Finance, Analysis, Hedge Funds, Capital Markets, Bloomberg, Valuation, Asset Management, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Economics, Finance, Econometrics & Statistics
Middlebury College 2006 — 2006
Summer Language Institute, Arabic Language and Literature
The University of Chicago 2005 — 2005
Undergraduate Summer Session, Arabic Language and Literature
Lewis and Clark College 2000 — 2004
B.A., Religious Studies
Mount Vernon High School, Mount Vernon, IA 1996 — 2000
UBS February 2014 - Present
Lazard Capital Markets July 2009 - December 2013
Credit Suisse April 2007 - July 2009
Connelley Sheehan Harris September 2006 - April 2007
Holland & Knight LLP June 2005 - June 2006
Hoz's Beer & Wine Store November 2004 - May 2005
Skills
Series 7, Equities, Investments, Series 63, Equity Research, Finance, Analysis, Hedge Funds, Capital Markets, Bloomberg, Valuation, Asset Management, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Economics, Finance, Econometrics & Statistics
Middlebury College 2006 — 2006
Summer Language Institute, Arabic Language and Literature
The University of Chicago 2005 — 2005
Undergraduate Summer Session, Arabic Language and Literature
Lewis and Clark College 2000 — 2004
B.A., Religious Studies
Mount Vernon High School, Mount Vernon, IA 1996 — 2000
Gene Fattore Gene Fattore's Lazard Capital Markets Experience January 2010 - January 2014
Job Corporate Bond Trading Special Situation Desk Strategist at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2014 - Present
Lazard Capital Markets January 2010 - January 2014
Wexford Capital January 2007 - December 2007
Lazard Freres, LLC April 2002 - January 2007
Skills
Capital Markets, Equities, Fixed Income, Investments, Hedge Funds, Asset Management, Investment Banking, Alternative Investments, Bloomberg, Portfolio Management, Classic Car, SOHO Network/IT
Education
Michigan State University
University of Detroit Jesuit High and Academy
University of Michigan
RBC Capital Markets January 2014 - Present
Lazard Capital Markets January 2010 - January 2014
Wexford Capital January 2007 - December 2007
Lazard Freres, LLC April 2002 - January 2007
Skills
Capital Markets, Equities, Fixed Income, Investments, Hedge Funds, Asset Management, Investment Banking, Alternative Investments, Bloomberg, Portfolio Management, Classic Car, SOHO Network/IT
Education
Michigan State University
University of Detroit Jesuit High and Academy
University of Michigan
Robert Leggat's Lazard Capital Markets Experience May 2006 - December 2012
Job Managing Director at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2014 - June 2015
Mizuho Securities USA Inc. January 2013 - May 2014
Lazard Capital Markets May 2006 - December 2012
Janney Montgomery Scott LLC May 2002 - May 2006
ABN AMRO Bank N.V. June 2001 - April 2002
J.P. Morgan January 1993 - December 2000
Education
Dartmouth College
Janney Montgomery Scott LLC May 2014 - June 2015
Mizuho Securities USA Inc. January 2013 - May 2014
Lazard Capital Markets May 2006 - December 2012
Janney Montgomery Scott LLC May 2002 - May 2006
ABN AMRO Bank N.V. June 2001 - April 2002
J.P. Morgan January 1993 - December 2000
Education
Dartmouth College
Jie Yi Kuang's Lazard Capital Markets Experience June 2012 - September 2012
Job Product Development Assistant at Destination Maternity
Industry Apparel & Fashion
Experience
Destination Maternity Corporation January 2015 - Present
Michael Kors July 2012 - January 2015
Lazard Capital Markets June 2012 - September 2012
Skills
Apparel, Sales Management, Customer Service, Styling, Sales, Fashion, Costumes, Pattern Development, Visual Merchandising, Training, Industrial Sewing, Product Development, Microsoft Excel, Management, Photoshop, Illustrator, Retail Sales, DeSL, PLM Tools, Procomm Plus, Brand Awareness, Sketching
Education
Philadelphia University 2011 — 2014
Bachelor of Science (B.S.), Marketing
Destination Maternity Corporation January 2015 - Present
Michael Kors July 2012 - January 2015
Lazard Capital Markets June 2012 - September 2012
Skills
Apparel, Sales Management, Customer Service, Styling, Sales, Fashion, Costumes, Pattern Development, Visual Merchandising, Training, Industrial Sewing, Product Development, Microsoft Excel, Management, Photoshop, Illustrator, Retail Sales, DeSL, PLM Tools, Procomm Plus, Brand Awareness, Sketching
Education
Philadelphia University 2011 — 2014
Bachelor of Science (B.S.), Marketing
Doris Wilshere's Lazard Capital Markets Experience October 2008 - December 2012
Job Senior Retail Merchandising and Management Executive, GMM VP, DMM, Retail Consultant
Industry Apparel & Fashion
Experience
Wilshere Retail Consulting LLC January 2013 - Present
Lazard Capital Markets October 2008 - December 2012
Retail Consultant March 2006 - September 2008
Aeropostale July 2004 - February 2006
Aeropostale February 2003 - July 2004
Tie Rack April 2000 - December 2002
Salant/ Perry Ellis September 1992 - April 2000
Macy's 1989 - 1992
Skills
Store Management, Merchandising, Apparel, Textiles, Trend Analysis, Fashion, Visual Merchandising, Sales, Profit, Loss Prevention, Strategic Planning, Sourcing, E-commerce, Inventory Management, Competitive Analysis, Product Development, Team Leadership, Marketing, Management, Strategy, Forecasting, Brand Management, Market Research, Sportswear, Business Process..., Styling, Assortment, Team Building, Driving Results, Business Strategy, Retail Sales, Executive Management, Trend, Fashion Design
Education
Cornell University
Bachelor of Science (B.S.), Apparel, Design and Textiles
Wilshere Retail Consulting LLC January 2013 - Present
Lazard Capital Markets October 2008 - December 2012
Retail Consultant March 2006 - September 2008
Aeropostale July 2004 - February 2006
Aeropostale February 2003 - July 2004
Tie Rack April 2000 - December 2002
Salant/ Perry Ellis September 1992 - April 2000
Macy's 1989 - 1992
Skills
Store Management, Merchandising, Apparel, Textiles, Trend Analysis, Fashion, Visual Merchandising, Sales, Profit, Loss Prevention, Strategic Planning, Sourcing, E-commerce, Inventory Management, Competitive Analysis, Product Development, Team Leadership, Marketing, Management, Strategy, Forecasting, Brand Management, Market Research, Sportswear, Business Process..., Styling, Assortment, Team Building, Driving Results, Business Strategy, Retail Sales, Executive Management, Trend, Fashion Design
Education
Cornell University
Bachelor of Science (B.S.), Apparel, Design and Textiles
Nicholas Werner Nicholas Werner's Lazard Capital Markets Experience May 2014 - July 2014
Job Student at Georgetown University
Industry Banking
Experience
Lazard Capital Markets May 2014 - July 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Georgetown University 2013 — 2017
Bachelor of Science in Business Administration, Finance, General; International Business
National Cheng Kung University 2014 — 2014
Lazard Capital Markets May 2014 - July 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Georgetown University 2013 — 2017
Bachelor of Science in Business Administration, Finance, General; International Business
National Cheng Kung University 2014 — 2014
Brett Fodero Brett Fodero's Lazard Capital Markets Experience July 2012 - November 2013
Job Technology Investment Banking at BTIG
Industry Financial Services
Experience
BTIG May 2015 - Present
BMO Capital Markets November 2013 - May 2015
Lazard Capital Markets July 2012 - November 2013
Lazard Capital Markets July 2008 - July 2012
Lazard Capital Markets May 2007 - August 2007
ConvergEx Group June 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Market Research, Valuation, Financial Analysis, Equity Valuation, Cloud Computing, SaaS, Capital Markets, Investment Banking, Corporate Finance, Strategy, Strategic Partnerships, Investments, E-commerce, Mobile Payments
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics
Newcastle University 2006 — 2006
BTIG May 2015 - Present
BMO Capital Markets November 2013 - May 2015
Lazard Capital Markets July 2012 - November 2013
Lazard Capital Markets July 2008 - July 2012
Lazard Capital Markets May 2007 - August 2007
ConvergEx Group June 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Market Research, Valuation, Financial Analysis, Equity Valuation, Cloud Computing, SaaS, Capital Markets, Investment Banking, Corporate Finance, Strategy, Strategic Partnerships, Investments, E-commerce, Mobile Payments
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics
Newcastle University 2006 — 2006
Shade Bakare's Lazard Capital Markets Experience June 2012 - December 2013
Job Entrepreneur & Recent Graduate
Industry Retail
Experience
Handmade Culture December 2014 - Present
Management Leadership for Tomorrow July 2013 - December 2014
Target April 2014 - August 2014
University of Georgia June 2013 - May 2014
Born Anew Vintage May 2012 - April 2014
Lazard Capital Markets June 2012 - December 2013
Terry College of Business Office of Information Techonology February 2013 - August 2013
University of Georgia Athletics Association September 2012 - August 2013
Skills
Customer Service, Marketing, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Networking, Merchandising, Retail, Management, Microsoft Excel, Facebook, Social Media Marketing
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
London College of Fashion 2014 — 2014
Fashion Business Semester Program, Fashion Business
Parkview High School 2007 — 2011
Honors/Regents High School/Secondary Diploma Program
Handmade Culture December 2014 - Present
Management Leadership for Tomorrow July 2013 - December 2014
Target April 2014 - August 2014
University of Georgia June 2013 - May 2014
Born Anew Vintage May 2012 - April 2014
Lazard Capital Markets June 2012 - December 2013
Terry College of Business Office of Information Techonology February 2013 - August 2013
University of Georgia Athletics Association September 2012 - August 2013
Skills
Customer Service, Marketing, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Networking, Merchandising, Retail, Management, Microsoft Excel, Facebook, Social Media Marketing
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
London College of Fashion 2014 — 2014
Fashion Business Semester Program, Fashion Business
Parkview High School 2007 — 2011
Honors/Regents High School/Secondary Diploma Program
Maria de Rohan Maria de Rohan's Lazard Capital Markets Experience July 2012 - November 2013
Job Assistant Fashion Stylist
Industry Apparel & Fashion
Experience
Fashion Stylist May 2013 - Present
Lazard Capital Markets July 2012 - November 2013
New York & Company June 2011 - August 2011
Skills
Retail, Sales, Merchandising, Customer Service, Organization, Computer skill, Fashion, Styling, Social Media Marketing, Event Planning, Facebook, Marketing, Visual Merchandising
Education
Tarleton State University 2010 — 2013
Bachelor of Science (B.S.), Fashion Merchandising
Fashion Stylist May 2013 - Present
Lazard Capital Markets July 2012 - November 2013
New York & Company June 2011 - August 2011
Skills
Retail, Sales, Merchandising, Customer Service, Organization, Computer skill, Fashion, Styling, Social Media Marketing, Event Planning, Facebook, Marketing, Visual Merchandising
Education
Tarleton State University 2010 — 2013
Bachelor of Science (B.S.), Fashion Merchandising
Caroline LeCates Caroline LeCates's Lazard Capital Markets Experience April 2012 - September 2013
Job Business Development at CipherHealth
Industry Investment Banking
Experience
CipherHealth March 2015 - Present
Pager February 2015 - March 2015
World Travel July 2014 - December 2014
Barclays October 2013 - July 2014
Lazard Capital Markets April 2012 - September 2013
Stifel Nicolaus December 2009 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan & Company July 2007 - June 2009
Skills
Equity Research, Valuation, Financial Modeling, Equities, Capital Markets, Healthcare Information..., Equity Valuation, Bloomberg, Investment Banking, Private Equity, Venture Capital, Corporate Development, Fixed Income, Due Diligence, Series 7
Education
General Assembly 2015 — 2015
Business Fundamental and Tactics
Vanderbilt University 2004 — 2007
BA, Public Policy, Financial Economics
CipherHealth March 2015 - Present
Pager February 2015 - March 2015
World Travel July 2014 - December 2014
Barclays October 2013 - July 2014
Lazard Capital Markets April 2012 - September 2013
Stifel Nicolaus December 2009 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan & Company July 2007 - June 2009
Skills
Equity Research, Valuation, Financial Modeling, Equities, Capital Markets, Healthcare Information..., Equity Valuation, Bloomberg, Investment Banking, Private Equity, Venture Capital, Corporate Development, Fixed Income, Due Diligence, Series 7
Education
General Assembly 2015 — 2015
Business Fundamental and Tactics
Vanderbilt University 2004 — 2007
BA, Public Policy, Financial Economics
Scott McLaughlin Scott McLaughlin's Lazard Capital Markets Experience May 2007 - March 2014
Job Managing Director, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
Trey Laird Trey Laird's Lazard Capital Markets Experience December 2007 - October 2013
Job Managing Director FBR
Industry Financial Services
Experience
FBR October 2013 - Present
Lazard Capital Markets December 2007 - October 2013
Piper Jaffray June 2002 - June 2007
Hambrecht & Quist February 1996 - June 2000
Bankers Trust June 1993 - February 1996
Skills
Hedge Funds, Equities, Trading, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equity Research, Equity Trading, FINRA, Fixed Income, Institutional..., Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading Systems, Valuation
Education
Dartmouth College 1989 — 1993
BA, Government
Trinity School
FBR October 2013 - Present
Lazard Capital Markets December 2007 - October 2013
Piper Jaffray June 2002 - June 2007
Hambrecht & Quist February 1996 - June 2000
Bankers Trust June 1993 - February 1996
Skills
Hedge Funds, Equities, Trading, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equity Research, Equity Trading, FINRA, Fixed Income, Institutional..., Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading Systems, Valuation
Education
Dartmouth College 1989 — 1993
BA, Government
Trinity School
John L. Keating's Lazard Capital Markets Experience February 2003 - April 2011
Job Sales Associate at Gloria Nilson & Co. Real Estate
Industry Real Estate
Experience
Gloria Nilson & Co. Real Estate 2015 - Present
William Blair & Company July 2011 - June 2013
Lazard Capital Markets February 2003 - April 2011
Prudential Securities September 1983 - February 2003
Skills
Series 7, 9, 10, 63, Convertible Securities, Equities, Investment Sales, Series 7, Series 63, Securities, Valuation, Financial Analysis, Alternative Investments, Investments, Corporate Finance, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Equity Research, Equity Trading
Education
Saint Leo University 1978 — 1981
B.A., Business Administration and Management, General
Christian Brothers Academy 1973 — 1977
Gloria Nilson & Co. Real Estate 2015 - Present
William Blair & Company July 2011 - June 2013
Lazard Capital Markets February 2003 - April 2011
Prudential Securities September 1983 - February 2003
Skills
Series 7, 9, 10, 63, Convertible Securities, Equities, Investment Sales, Series 7, Series 63, Securities, Valuation, Financial Analysis, Alternative Investments, Investments, Corporate Finance, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Equity Research, Equity Trading
Education
Saint Leo University 1978 — 1981
B.A., Business Administration and Management, General
Christian Brothers Academy 1973 — 1977
Andrew Saunders, CAIA Andrew Saunders, CAIA's Lazard Capital Markets Experience May 2013 - April 2014
Job Senior Managing Director at Castle Hill Capital Partners, Inc.
Industry Financial Services
Experience
Castle Hill Capital Partners, Inc. April 2014 - Present
Lazard Capital Markets May 2013 - April 2014
Direct Access Partners September 2010 - May 2013
EFX Prime Services January 2010 - September 2010
Hedge Connection September 2005 - 2009
Taylor Rafferty September 1998 - September 2005
International School of Kuala Lumpur September 1993 - July 1995
Skills
Investor Relations, Capital Introduction, Hedge Funds, Communications Strategy, Alternative Investments, Prime Brokerage, Institutional Investors, Equities, Asset Managment, Investments, Fixed Income, Strategic Communications, Capital Markets, Capital, FINRA, Commodity, Fund Of Funds, Investment Management, Institutional..., Private Equity, Asset Management, Trading, Financial Services, Hedging, Strategy, Financial Markets, Portfolio Management, Options
Education
Haverford College 1989 — 1993
B.A., Economics
National University of Singapore 1991 — 1991
Economics
Castle Hill Capital Partners, Inc. April 2014 - Present
Lazard Capital Markets May 2013 - April 2014
Direct Access Partners September 2010 - May 2013
EFX Prime Services January 2010 - September 2010
Hedge Connection September 2005 - 2009
Taylor Rafferty September 1998 - September 2005
International School of Kuala Lumpur September 1993 - July 1995
Skills
Investor Relations, Capital Introduction, Hedge Funds, Communications Strategy, Alternative Investments, Prime Brokerage, Institutional Investors, Equities, Asset Managment, Investments, Fixed Income, Strategic Communications, Capital Markets, Capital, FINRA, Commodity, Fund Of Funds, Investment Management, Institutional..., Private Equity, Asset Management, Trading, Financial Services, Hedging, Strategy, Financial Markets, Portfolio Management, Options
Education
Haverford College 1989 — 1993
B.A., Economics
National University of Singapore 1991 — 1991
Economics
Kimberly Markowitz's Lazard Capital Markets Experience November 2010 - November 2013
Job Analyst, Global Strategic Finance Clinique, Origins & Ojon at The Estée Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. August 2015 - Present
The Estée Lauder Companies Inc. August 2013 - Present
Lazard Capital Markets November 2010 - November 2013
Enterprise Rent-A-Car August 2012 - July 2013
Morgan Stanley Wealth Management September 2010 - December 2010
Skills
Analysis, Management, Retail, Sales
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (MBA), International Business & Finance
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics-Finance
RMIT University 2009 — 2009
Bachelor of Science (BS), Economics-Finance
The Estée Lauder Companies Inc. August 2015 - Present
The Estée Lauder Companies Inc. August 2013 - Present
Lazard Capital Markets November 2010 - November 2013
Enterprise Rent-A-Car August 2012 - July 2013
Morgan Stanley Wealth Management September 2010 - December 2010
Skills
Analysis, Management, Retail, Sales
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (MBA), International Business & Finance
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics-Finance
RMIT University 2009 — 2009
Bachelor of Science (BS), Economics-Finance
William Tanner, PhD's Lazard Capital Markets Experience May 2009 - October 2013
Job Managing Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities May 2015 - Present
other October 2013 - February 2015
Lazard Capital Markets May 2009 - October 2013
Leerink Swann July 2002 - April 2009
SG Cowen July 1999 - May 2002
Vector Securities International January 1998 - June 1999
Washington University School of Medicine 1992 - 1996
Monsanto 1988 - 1991
Education
Washington University in St. Louis - Olin Business School
MBA
Texas A&M University
BS PhD
Guggenheim Securities May 2015 - Present
other October 2013 - February 2015
Lazard Capital Markets May 2009 - October 2013
Leerink Swann July 2002 - April 2009
SG Cowen July 1999 - May 2002
Vector Securities International January 1998 - June 1999
Washington University School of Medicine 1992 - 1996
Monsanto 1988 - 1991
Education
Washington University in St. Louis - Olin Business School
MBA
Texas A&M University
BS PhD
Cley Knighten's Lazard Capital Markets Experience March 2012 - August 2012
Job SAP Consultant at Capgemini
Industry Information Technology and Services
Experience
Capgemini March 2015 - Present
Ramblin' Reck Club January 2014 - December 2014
Georgia Tech Department of Housing August 2011 - December 2014
MTU America Inc May 2014 - August 2014
Scheller Business Ambassadors January 2011 - May 2014
Ramblin' Reck Club January 2013 - December 2013
UPS May 2013 - August 2013
Georgia Tech Department of Housing February 2012 - May 2013
Ramblin' Reck Club January 2012 - December 2012
Lazard Capital Markets March 2012 - August 2012
Skills
Leadership, Management, Operations Management, Retail, Customer Service, Program Management, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Social Media, Project Planning, Public Relations, Public Speaking
Education
Georgia Tech 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations
North Atlanta High School 2006 — 2010
International Baccalaureate Diploma, 3.96
Capgemini March 2015 - Present
Ramblin' Reck Club January 2014 - December 2014
Georgia Tech Department of Housing August 2011 - December 2014
MTU America Inc May 2014 - August 2014
Scheller Business Ambassadors January 2011 - May 2014
Ramblin' Reck Club January 2013 - December 2013
UPS May 2013 - August 2013
Georgia Tech Department of Housing February 2012 - May 2013
Ramblin' Reck Club January 2012 - December 2012
Lazard Capital Markets March 2012 - August 2012
Skills
Leadership, Management, Operations Management, Retail, Customer Service, Program Management, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Social Media, Project Planning, Public Relations, Public Speaking
Education
Georgia Tech 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations
North Atlanta High School 2006 — 2010
International Baccalaureate Diploma, 3.96
Morgan Eifler's Lazard Capital Markets Experience May 2007 - July 2007
Job Chief of Staff to Head of North America Coverage, Private Banking at Credit Suisse
Industry Banking
Experience
Credit Suisse March 2015 - Present
Credit Suisse January 2015 - Present
Credit Suisse August 2013 - December 2014
Credit Suisse February 2011 - August 2013
Polo Ralph Lauren August 2009 - February 2011
New Finance Capital, LLP May 2008 - August 2008
Credit Suisse October 2007 - December 2007
Lazard Capital Markets May 2007 - July 2007
Skills
Microsoft Excel, Management, Strategy, Analysis
Education
Bucknell University 2005 — 2009
Economics, Economics, Philosophy
Choate Rosemary Hall 2002 — 2005
Credit Suisse March 2015 - Present
Credit Suisse January 2015 - Present
Credit Suisse August 2013 - December 2014
Credit Suisse February 2011 - August 2013
Polo Ralph Lauren August 2009 - February 2011
New Finance Capital, LLP May 2008 - August 2008
Credit Suisse October 2007 - December 2007
Lazard Capital Markets May 2007 - July 2007
Skills
Microsoft Excel, Management, Strategy, Analysis
Education
Bucknell University 2005 — 2009
Economics, Economics, Philosophy
Choate Rosemary Hall 2002 — 2005
James Dunning III James Dunning III's Lazard Capital Markets Experience April 2012 - March 2013
Job Director of Capital Markets at J. Goldman & Co.
Industry Capital Markets
Clark Lampen Clark Lampen's Lazard Capital Markets Experience May 2009 - September 2013
Job Investment Analyst
Industry Investment Management
Experience
Columbus Circle Investors April 2015 - Present
Surveyor Capital September 2013 - November 2014
Lazard Capital Markets May 2009 - September 2013
Lazard Freres & Co. May 2008 - August 2008
Skills
Financial Modeling, Series 7, Series 63, Series 86, Series 87, Valuation, Equity Research, Bloomberg, Equities, Hedge Funds, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Investments
Education
Lehigh University - College of Business and Economics 2007 — 2009
BS, Finance
Lehigh University 2004 — 2008
BA, English, Journalism
Rutgers Preparatory School 2000 — 2004
High School
Columbus Circle Investors April 2015 - Present
Surveyor Capital September 2013 - November 2014
Lazard Capital Markets May 2009 - September 2013
Lazard Freres & Co. May 2008 - August 2008
Skills
Financial Modeling, Series 7, Series 63, Series 86, Series 87, Valuation, Equity Research, Bloomberg, Equities, Hedge Funds, Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Investments
Education
Lehigh University - College of Business and Economics 2007 — 2009
BS, Finance
Lehigh University 2004 — 2008
BA, English, Journalism
Rutgers Preparatory School 2000 — 2004
High School
Victor Anthony's Lazard Capital Markets Experience January 2009 - March 2012
Job Managing Director, Internet Media Equity Analyst at Axiom Capital Management
Industry Investment Management
Experience
Topeka Capital Markets, Inc April 2012 - January 2015
Lazard Capital Markets January 2009 - March 2012
Bear Stearns 2002 - 2008
CIGNA Healthcare 1999 - 2000
GHI 1995 - 1999
Education
University of Rochester - Simon Business School 2000 — 2002
Columbia University
Temple University
Brooklyn Technical High School
Topeka Capital Markets, Inc April 2012 - January 2015
Lazard Capital Markets January 2009 - March 2012
Bear Stearns 2002 - 2008
CIGNA Healthcare 1999 - 2000
GHI 1995 - 1999
Education
University of Rochester - Simon Business School 2000 — 2002
Columbia University
Temple University
Brooklyn Technical High School
Carl Culicchia's Lazard Capital Markets Experience May 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Harvard Business School June 2014 - Present
American Securities May 2015 - August 2015
Symmetric Capital June 2011 - June 2014
Lazard Capital Markets May 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Private Equity
Education
Middlebury College 2007 — 2011
Bachelor of Arts, American Studies and Economics
Harvard Business School
Harvard Business School
Harvard Business School June 2014 - Present
American Securities May 2015 - August 2015
Symmetric Capital June 2011 - June 2014
Lazard Capital Markets May 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Private Equity
Education
Middlebury College 2007 — 2011
Bachelor of Arts, American Studies and Economics
Harvard Business School
Harvard Business School
Arlene Otero Arlene Otero's Lazard Capital Markets Experience June 2011 - June 2012
Job Licensed Real Estate Salesperson at Douglas Elliman Real Estate
Industry Real Estate
Experience
Douglas Elliman Real Estate October 2013 - Present
Citi Habitats May 2013 - September 2013
Lazard Capital Markets June 2011 - June 2012
Wave Software May 2007 - February 2011
Action Mortgage & Investments Corporation May 2004 - May 2007
Skills
Salesforce.com, Training, Contract Negotiation, Document Management, Data Analysis, Databases, Marketing, Sales, Sales Operations, Customer Service, Networking, Management, Real Estate, New Business Development, Human Resources, Leadership, Social Media Marketing, Communication, Advertising, Investment Properties
Education
New York Real Estate Institute 2013 — 2013
Licensed Real Estate Salesperson
London College of Fashion 2012 — 2012
Intensive Footwear Design Semester, Fashion/Apparel Design
Valencia Community College 2002 — 2004
Associate of Arts (A.A.), Business Administration and Management, General
Douglas Elliman Real Estate October 2013 - Present
Citi Habitats May 2013 - September 2013
Lazard Capital Markets June 2011 - June 2012
Wave Software May 2007 - February 2011
Action Mortgage & Investments Corporation May 2004 - May 2007
Skills
Salesforce.com, Training, Contract Negotiation, Document Management, Data Analysis, Databases, Marketing, Sales, Sales Operations, Customer Service, Networking, Management, Real Estate, New Business Development, Human Resources, Leadership, Social Media Marketing, Communication, Advertising, Investment Properties
Education
New York Real Estate Institute 2013 — 2013
Licensed Real Estate Salesperson
London College of Fashion 2012 — 2012
Intensive Footwear Design Semester, Fashion/Apparel Design
Valencia Community College 2002 — 2004
Associate of Arts (A.A.), Business Administration and Management, General
Jamie Doron's Lazard Capital Markets Experience June 2006 - July 2012
Job Executive Assistant at Bain Capital
Industry Financial Services
Experience
Bain Capital July 2012 - Present
Lazard Capital Markets June 2006 - July 2012
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Administrative..., Access, Office Management, Administrative..., Leadership, Social Media
Education
Lasell College 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Salem High
Salem High
Bain Capital July 2012 - Present
Lazard Capital Markets June 2006 - July 2012
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Administrative..., Access, Office Management, Administrative..., Leadership, Social Media
Education
Lasell College 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Salem High
Salem High
Hans Vitzthum's Lazard Capital Markets Experience June 2007 - December 2013
Job Managing Director at LifeSci Advisors, LLC
Industry Investment Banking
Experience
LifeSci Advisors, LLC. LifeSci Capital, LLC. September 2014 - Present
CRT Capital Group February 2014 - September 2014
Lazard Capital Markets June 2007 - December 2013
Leerink Swann April 2002 - May 2007
Cowen and Company February 1989 - April 2002
Skills
Valuation, Hedge Funds, Investment Banking, Equity Research, Equities, Capital Markets, Series 7, Equity Trading, Bloomberg, Equity Valuation
Education
Columbia College (NY)
AB
LifeSci Advisors, LLC. LifeSci Capital, LLC. September 2014 - Present
CRT Capital Group February 2014 - September 2014
Lazard Capital Markets June 2007 - December 2013
Leerink Swann April 2002 - May 2007
Cowen and Company February 1989 - April 2002
Skills
Valuation, Hedge Funds, Investment Banking, Equity Research, Equities, Capital Markets, Series 7, Equity Trading, Bloomberg, Equity Valuation
Education
Columbia College (NY)
AB
Brandon Heller Brandon Heller's Lazard Capital Markets Experience August 2005 - August 2008
Job Institutional Sales at Buckingham Research Group
Industry Financial Services
Experience
Buckingham Research Group June 2008 - Present
Lazard Capital Markets August 2005 - August 2008
Lazard Capital Markets May 2007 - August 2007
Skills
Equity Research, Financial Modeling, Forecasting, Investments, Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 2004 — 2008
Bachelor of Arts (BA), History
Buckingham Research Group June 2008 - Present
Lazard Capital Markets August 2005 - August 2008
Lazard Capital Markets May 2007 - August 2007
Skills
Equity Research, Financial Modeling, Forecasting, Investments, Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 2004 — 2008
Bachelor of Arts (BA), History
Ian Ing Ian Ing's Lazard Capital Markets Experience October 2011 - November 2013
Job Executive Director, MKM Partners
Industry Investment Management
Experience
MKM Partners November 2013 - Present
Lazard Capital Markets October 2011 - November 2013
Broadpoint Gleacher December 2007 - August 2011
Lattice Semiconductor October 2000 - December 2007
Motorola Inc December 1998 - September 2000
Lucent Technologies June 1997 - December 1998
Booz-Allen & Hamilton, New York May 1996 - August 1996
Skills
Product Marketing, Semiconductors, Wireless, Product Development, FPGA, Management, Unix, ASIC, Leadership, Debugging, Analysis, RF, Marketing, Hardware, IP, EDA, Manufacturing, Sales, Marketing Management, Competitive Analysis, Access, Hardware Architecture, Product Management, Financial Modeling
Education
Columbia Business School 1995 — 1997
MBA, Marketing, Finance
Georgia Institute of Technology
MSEE, DSP, CMOS design, Communications
MKM Partners November 2013 - Present
Lazard Capital Markets October 2011 - November 2013
Broadpoint Gleacher December 2007 - August 2011
Lattice Semiconductor October 2000 - December 2007
Motorola Inc December 1998 - September 2000
Lucent Technologies June 1997 - December 1998
Booz-Allen & Hamilton, New York May 1996 - August 1996
Skills
Product Marketing, Semiconductors, Wireless, Product Development, FPGA, Management, Unix, ASIC, Leadership, Debugging, Analysis, RF, Marketing, Hardware, IP, EDA, Manufacturing, Sales, Marketing Management, Competitive Analysis, Access, Hardware Architecture, Product Management, Financial Modeling
Education
Columbia Business School 1995 — 1997
MBA, Marketing, Finance
Georgia Institute of Technology
MSEE, DSP, CMOS design, Communications
Anthony Mei's Lazard Capital Markets Experience 2011 - 2011
Job Recent Graduate
Industry Financial Services
Experience
Hedge Fund 2014 - 2014
Ellsworth Partners 2014 - 2014
Hedge Fund 2013 - 2013
Midtown Partners 2012 - 2012
Spaha Capital Management, LLC 2011 - 2011
Lazard Capital Markets 2011 - 2011
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Economics, General
Bronx High School of Science
Diploma
Hedge Fund 2014 - 2014
Ellsworth Partners 2014 - 2014
Hedge Fund 2013 - 2013
Midtown Partners 2012 - 2012
Spaha Capital Management, LLC 2011 - 2011
Lazard Capital Markets 2011 - 2011
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Economics, General
Bronx High School of Science
Diploma
Douglas Groser Douglas Groser's Lazard Capital Markets Experience 1984 - 2004
Job Operations Manager
Industry Retail
Experience
Sears Holdings Corporation June 2008 - Present
Lazard Capital Markets 1984 - 2004
Skills
Ability to lead a team..., AS/400 MS Outlook, MS..., Strong ability to..., Program Management, Leadership, Marketing, Retail, Management, Customer Service, Customer Satisfaction, Sales, Customer Retention, Selling, Operations Management, Inventory Management, Merchandising, Forecasting, Profit, Team Building, Store Operations
Education
Borough of Manhattan Community College
Finance, General
Sears Holdings Corporation June 2008 - Present
Lazard Capital Markets 1984 - 2004
Skills
Ability to lead a team..., AS/400 MS Outlook, MS..., Strong ability to..., Program Management, Leadership, Marketing, Retail, Management, Customer Service, Customer Satisfaction, Sales, Customer Retention, Selling, Operations Management, Inventory Management, Merchandising, Forecasting, Profit, Team Building, Store Operations
Education
Borough of Manhattan Community College
Finance, General
Caroline Frelinghuysen's Lazard Capital Markets Experience August 2012 - November 2013
Job Equity Capital Markets Analyst
Industry Capital Markets
Experience
Citi November 2014 - Present
Leerink Partners LLC November 2013 - November 2014
Lazard Capital Markets August 2012 - November 2013
The Shelburne Museum June 2012 - August 2012
Hobart and William Smith Alumni House January 2010 - May 2012
The Museum of Modern Art June 2011 - August 2011
Connecticut Chargers Lacrosse Club June 2009 - January 2010
Skills
Event Planning, Microsoft Office, Museums, Public Speaking, Non-profits, Customer Service
Education
William Smith College 2008 — 2012
Bachelor of Arts, Art History
Hobart and William Smith Colleges
Citi November 2014 - Present
Leerink Partners LLC November 2013 - November 2014
Lazard Capital Markets August 2012 - November 2013
The Shelburne Museum June 2012 - August 2012
Hobart and William Smith Alumni House January 2010 - May 2012
The Museum of Modern Art June 2011 - August 2011
Connecticut Chargers Lacrosse Club June 2009 - January 2010
Skills
Event Planning, Microsoft Office, Museums, Public Speaking, Non-profits, Customer Service
Education
William Smith College 2008 — 2012
Bachelor of Arts, Art History
Hobart and William Smith Colleges
Robert McManus's Lazard Capital Markets Experience January 2011 - August 2011
Job Financial Analyst
Industry Investment Management
Experience
Lazard Capital Markets January 2011 - August 2011
Jefferies & Company January 2010 - January 2011
Majestic Research July 2008 - December 2008
Neuberger Berman April 2001 - March 2008
CIBC World Markets June 2000 - March 2001
BDO Seidman, LLP June 1998 - June 2000
Skills
Valuation, Equity Research, Investments, Financial Analysis, Investment Research, Capital Markets Analysis, Hedge Funds, Forecasting, Equities
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
MBA, Finance
Marquette University 1985 — 1989
B.Sc., Biology
Maastricht School of Management
Lazard Capital Markets January 2011 - August 2011
Jefferies & Company January 2010 - January 2011
Majestic Research July 2008 - December 2008
Neuberger Berman April 2001 - March 2008
CIBC World Markets June 2000 - March 2001
BDO Seidman, LLP June 1998 - June 2000
Skills
Valuation, Equity Research, Investments, Financial Analysis, Investment Research, Capital Markets Analysis, Hedge Funds, Forecasting, Equities
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
MBA, Finance
Marquette University 1985 — 1989
B.Sc., Biology
Maastricht School of Management
Atul Bagga's Lazard Capital Markets Experience September 2011 - December 2012
Job Vice President & CFO Asia at Zynga
Industry Internet
Experience
Zynga June 2014 - Present
Zynga March 2013 - Present
Lazard Capital Markets September 2011 - December 2012
ThinkEquity LLC February 2006 - September 2011
Ideate, Inc September 2001 - February 2006
Multi-Flex Lami-Print February 1996 - September 2001
Smith New Court February 1994 - February 1996
Larsen & Toubro May 1993 - February 1994
Skills
Equity Research, Internet, Video Games, Internet Research, Digital Media, Investments, Corporate Development, Strategic Planning, Private Equity, Financial Analysis, Financial Planning, Financial Modeling, Financial Management, Corporate Finance, Strategic Financial..., Asset Managment, Managerial Finance, Asset Management, Business Development, Start-ups, Market Research, Entrepreneurship, Mergers & Acquisitions, Analytics, Strategy, Social Games, Business Planning, Due Diligence, Mobile Devices, Investment Banking, Strategic Partnerships, Capital Markets, Business Strategy, Marketing, Online Research, Competitive Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2006
MBA
Narsee Monjee Institute of Management Studies 1991 — 1993
MBA
University of Mumbai - Narsee Monjee Institute of Management Studies 1991 — 1993
MBA
Motilal Nehru National Institute Of Technology 1987 — 1991
BE
Zynga June 2014 - Present
Zynga March 2013 - Present
Lazard Capital Markets September 2011 - December 2012
ThinkEquity LLC February 2006 - September 2011
Ideate, Inc September 2001 - February 2006
Multi-Flex Lami-Print February 1996 - September 2001
Smith New Court February 1994 - February 1996
Larsen & Toubro May 1993 - February 1994
Skills
Equity Research, Internet, Video Games, Internet Research, Digital Media, Investments, Corporate Development, Strategic Planning, Private Equity, Financial Analysis, Financial Planning, Financial Modeling, Financial Management, Corporate Finance, Strategic Financial..., Asset Managment, Managerial Finance, Asset Management, Business Development, Start-ups, Market Research, Entrepreneurship, Mergers & Acquisitions, Analytics, Strategy, Social Games, Business Planning, Due Diligence, Mobile Devices, Investment Banking, Strategic Partnerships, Capital Markets, Business Strategy, Marketing, Online Research, Competitive Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2006
MBA
Narsee Monjee Institute of Management Studies 1991 — 1993
MBA
University of Mumbai - Narsee Monjee Institute of Management Studies 1991 — 1993
MBA
Motilal Nehru National Institute Of Technology 1987 — 1991
BE
Susan Schwab's Lazard Capital Markets Experience February 2003 - August 2014
Job Director at Lazard Freres & Co
Industry Financial Services
Experience
Lazard August 2014 - Present
Lazard Capital Markets February 2003 - August 2014
Prudential Financial 1989 - 2003
Skills
Hedge Funds, Capital Markets, Equities, Bloomberg, Fixed Income, Series 7, Investments
Education
Babson College 1982 — 1986
Lazard August 2014 - Present
Lazard Capital Markets February 2003 - August 2014
Prudential Financial 1989 - 2003
Skills
Hedge Funds, Capital Markets, Equities, Bloomberg, Fixed Income, Series 7, Investments
Education
Babson College 1982 — 1986
Andy Vissicchio's Lazard Capital Markets Experience February 1998 - February 2005
Job Municipal Bond Broker at Tradition Asiel Securities Inc.
Industry Fine Art
Experience
Tradition Asiel Securities Inc. September 2012 - Present
Artistic Ventures, Inc. July 2007 - September 2012
BILLYARTNYC STUDIOS June 2007 - September 2012
Momentum Trading Partners October 2008 - November 2009
Calyon/Credit Agricole August 2007 - October 2008
Lazard Capital Markets February 1998 - February 2005
UBS Securities Co., Ltd February 1992 - February 1998
Skills
Equity Trading, Equities, Municipal Bonds, Alternative Investments, Hedge Funds, Trading, Business Development, Series 7, Bloomberg
Education
Stetson University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Tradition Asiel Securities Inc. September 2012 - Present
Artistic Ventures, Inc. July 2007 - September 2012
BILLYARTNYC STUDIOS June 2007 - September 2012
Momentum Trading Partners October 2008 - November 2009
Calyon/Credit Agricole August 2007 - October 2008
Lazard Capital Markets February 1998 - February 2005
UBS Securities Co., Ltd February 1992 - February 1998
Skills
Equity Trading, Equities, Municipal Bonds, Alternative Investments, Hedge Funds, Trading, Business Development, Series 7, Bloomberg
Education
Stetson University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Robert Tango's Lazard Capital Markets Experience May 2004 - October 2005
Job Senior Investment Analyst at Stoneridge Investment Partners
Industry Financial Services
Experience
Stoneridge Investment Partners August 2015 - Present
Gilford Securities May 2012 - May 2015
Craig-Hallum Capital Group March 2011 - April 2012
Mission Global Advisors April 2009 - December 2009
Gartmore Global May 2006 - November 2008
Lazard Capital Markets May 2004 - October 2005
William Blair and Company June 2000 - May 2004
Skills
Equity Research, Equities, Investments, Series 7, Bloomberg, Hedge Funds, Valuation, Fixed Income, Investment Management, Securities, Investment Banking, Private Equity, Asset Management, Financial Analysis, Mutual Funds
Education
Boston College
B.S., Finance & Accounting
Stoneridge Investment Partners August 2015 - Present
Gilford Securities May 2012 - May 2015
Craig-Hallum Capital Group March 2011 - April 2012
Mission Global Advisors April 2009 - December 2009
Gartmore Global May 2006 - November 2008
Lazard Capital Markets May 2004 - October 2005
William Blair and Company June 2000 - May 2004
Skills
Equity Research, Equities, Investments, Series 7, Bloomberg, Hedge Funds, Valuation, Fixed Income, Investment Management, Securities, Investment Banking, Private Equity, Asset Management, Financial Analysis, Mutual Funds
Education
Boston College
B.S., Finance & Accounting
Glenn Conroy's Lazard Capital Markets Experience 2007 - Present
Job Director at Lazard Capital
Industry Financial Services
Experience
Lazard Capital Director TradingLazard Capital2007 - Present
Lazard Capital Management 2007 - Present
Lazard Capital 2007 - Present
lazard capital markets 2007 - Present
Education
San Diego State University-California State University 1987 — 1991
Lazard Capital Director TradingLazard Capital2007 - Present
Lazard Capital Management 2007 - Present
Lazard Capital 2007 - Present
lazard capital markets 2007 - Present
Education
San Diego State University-California State University 1987 — 1991
Sandra Guida's Lazard Capital Markets Experience May 2006 - June 2007
Job Director of Labor Mangement at Post Acute Partners
Industry Financial Services
Experience
Post Acute Partners December 2011 - Present
Ostra Capital Management February 2010 - June 2011
Starpoint Capital August 2007 - June 2009
Lazard Capital Markets May 2006 - June 2007
Standard Pacific Capital March 2004 - May 2006
Arthur Anderson March 2001 - January 2002
Skills
Hedge Funds, Bloomberg, Data Analysis, Equities, Microsoft Excel, Strategy, Portfolio Management, Process Improvement, Operations Management, Business Analysis, Change Management, System Implementations, Early-stage Startups, Project Management
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science (BS), Management Information Systems, General
Rensselaer Polytechnic Institute
Bachelor of Science, Informations Systems
Post Acute Partners December 2011 - Present
Ostra Capital Management February 2010 - June 2011
Starpoint Capital August 2007 - June 2009
Lazard Capital Markets May 2006 - June 2007
Standard Pacific Capital March 2004 - May 2006
Arthur Anderson March 2001 - January 2002
Skills
Hedge Funds, Bloomberg, Data Analysis, Equities, Microsoft Excel, Strategy, Portfolio Management, Process Improvement, Operations Management, Business Analysis, Change Management, System Implementations, Early-stage Startups, Project Management
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science (BS), Management Information Systems, General
Rensselaer Polytechnic Institute
Bachelor of Science, Informations Systems
Andor (Andy) Laszlo's Lazard Capital Markets Experience May 2010 - December 2013
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2014 - Present
Rita's Italian Ice August 2013 - Present
RLJ Entertainment October 2012 - Present
Falconhead Capital April 2010 - Present
Graidan Ventures LLC November 2007 - Present
Lazard Capital Markets May 2010 - December 2013
Escort Radar July 2012 - October 2013
Banc of America Securities, LLC July 2005 - November 2007
EagleRock Capital Management, LLC April 2004 - July 2005
Lehman Brothers, Inc. August 1997 - April 2004
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Development, Mergers, Corporate Finance, Financial Modeling, Hedge Funds, Investments, Capital Markets, Valuation, Equities, Due Diligence, Alternative Investments, Private Placements, Marketing Strategy, Securities Regulation, Product Development, Equity Capital Markets, Project Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Multinational Management
University of Notre Dame Law School 1988 — 1991
JD
Duke University 1984 — 1988
BS
SunTrust Robinson Humphrey January 2014 - Present
Rita's Italian Ice August 2013 - Present
RLJ Entertainment October 2012 - Present
Falconhead Capital April 2010 - Present
Graidan Ventures LLC November 2007 - Present
Lazard Capital Markets May 2010 - December 2013
Escort Radar July 2012 - October 2013
Banc of America Securities, LLC July 2005 - November 2007
EagleRock Capital Management, LLC April 2004 - July 2005
Lehman Brothers, Inc. August 1997 - April 2004
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Development, Mergers, Corporate Finance, Financial Modeling, Hedge Funds, Investments, Capital Markets, Valuation, Equities, Due Diligence, Alternative Investments, Private Placements, Marketing Strategy, Securities Regulation, Product Development, Equity Capital Markets, Project Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Multinational Management
University of Notre Dame Law School 1988 — 1991
JD
Duke University 1984 — 1988
BS
Catherine Miles's Lazard Capital Markets Experience April 2006 - March 2011
Job Event Marketing & Corporate Access Professional
Industry Investment Banking
Experience
Leerink Partners LLC November 2014 - Present
Leerink Swann January 2014 - Present
ISI Group March 2011 - April 2012
Lazard Capital Markets April 2006 - March 2011
UBS Wealth Management 2003 - 2006
Octagon May 2000 - July 2002
Skills
Marketing, Equities, Hedge Funds, Capital Markets, Investment Banking, Corporate Access, Marketing Event Planning, Series 7
Education
Middlebury College 1996 — 2000
St. George's 1994 — 1996
High School
Leerink Partners LLC November 2014 - Present
Leerink Swann January 2014 - Present
ISI Group March 2011 - April 2012
Lazard Capital Markets April 2006 - March 2011
UBS Wealth Management 2003 - 2006
Octagon May 2000 - July 2002
Skills
Marketing, Equities, Hedge Funds, Capital Markets, Investment Banking, Corporate Access, Marketing Event Planning, Series 7
Education
Middlebury College 1996 — 2000
St. George's 1994 — 1996
High School
Brian Dobson's Lazard Capital Markets Experience April 2010 - July 2010
Job Equity Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura Securities August 2010 - Present
Lazard Capital Markets April 2010 - July 2010
Susquehanna International Group January 2007 - February 2010
The Buckingham Research Group 2006 - 2007
Prudential Equity Group 2004 - 2006
Skills
Equity Research, Equities, Series 7, Bloomberg, Valuation, Financial Modeling, Investments, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, Securities, Corporate Finance, Equity Valuation, Investment Banking, Financial Analysis, Asset Managment, Financial Statement..., Series 63, Mutual Funds, Finance
Education
The University of Connecticut School of Business 2007 — 2010
MBA, Finance
Marist College 2000 — 2004
BS, Business
Nomura Securities August 2010 - Present
Lazard Capital Markets April 2010 - July 2010
Susquehanna International Group January 2007 - February 2010
The Buckingham Research Group 2006 - 2007
Prudential Equity Group 2004 - 2006
Skills
Equity Research, Equities, Series 7, Bloomberg, Valuation, Financial Modeling, Investments, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, Securities, Corporate Finance, Equity Valuation, Investment Banking, Financial Analysis, Asset Managment, Financial Statement..., Series 63, Mutual Funds, Finance
Education
The University of Connecticut School of Business 2007 — 2010
MBA, Finance
Marist College 2000 — 2004
BS, Business
Colleen Bower (Lang)'s Lazard Capital Markets Experience 2009 - 2014
Job Research Analyst at Lazard Capital Markets
Industry Research
Experience
Citadel LLC June 2014 - Present
Lazard Capital Markets 2009 - 2014
Merrill Lynch 2006 - 2009
Education
Case Western Reserve University 2002 — 2006
Bachelor of Science (BS), Accounting
Citadel LLC June 2014 - Present
Lazard Capital Markets 2009 - 2014
Merrill Lynch 2006 - 2009
Education
Case Western Reserve University 2002 — 2006
Bachelor of Science (BS), Accounting
Assaf Guterman's Lazard Capital Markets Experience
Job Equity Research Analyst at Lazard Capital Markets
Industry Medical Devices
Experience
Lazard Capital Markets
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
Lazard Capital Markets
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
Sean Lavin's Lazard Capital Markets Experience March 2008 - October 2013
Job Medical Technology Analyst at BTIG
Industry Medical Devices
Experience
BTIG November 2013 - Present
Lazard Capital Markets March 2008 - October 2013
Oppenheimer & Co. November 2006 - January 2008
Skills
Medical Devices, Biotechnology, Equity Research, Data Analysis, Research, Competitive Intelligence, Financial Modeling, Healthcare, Statistics, Valuation, Competitive Analysis, Stata, Private Equity, Market Research, Corporate Development, Venture Capital
Education
The Ohio State University 1998 — 2002
MD, Medicine
Massachusetts Institute of Technology 1993 — 1997
BS, Chemistry
BTIG November 2013 - Present
Lazard Capital Markets March 2008 - October 2013
Oppenheimer & Co. November 2006 - January 2008
Skills
Medical Devices, Biotechnology, Equity Research, Data Analysis, Research, Competitive Intelligence, Financial Modeling, Healthcare, Statistics, Valuation, Competitive Analysis, Stata, Private Equity, Market Research, Corporate Development, Venture Capital
Education
The Ohio State University 1998 — 2002
MD, Medicine
Massachusetts Institute of Technology 1993 — 1997
BS, Chemistry
David Daich, PRM, CQF's Lazard Capital Markets Experience August 2011 - July 2012
Job Quantitative Risk Manager
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
PRMIA - Professional Risk Managers' International Association October 2013 - Present
Lazard Capital Markets August 2011 - July 2012
Telsey Advisory Group December 2010 - May 2011
BAE Systems May 2003 - May 2010
Skills
Financial Modeling, Valuation, Financial Analysis, VBA, Bloomberg, Equities, Corporate Finance, Market Risk, Equity Valuation, Fixed Income, Microsoft Excel, MATLAB, Excel, Firm Valuation, Fixed Income Products, Fundamental Research, Machine Learning, Data Mining, Credit Risk, Financial Risk, Financial Risk..., Risk Management, Python, R
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Polytechnic School of Engineering
Masters, Electrical Engineering
City University of New York-Brooklyn College
Bachelor, Physics
New York Life Insurance Company July 2012 - Present
PRMIA - Professional Risk Managers' International Association October 2013 - Present
Lazard Capital Markets August 2011 - July 2012
Telsey Advisory Group December 2010 - May 2011
BAE Systems May 2003 - May 2010
Skills
Financial Modeling, Valuation, Financial Analysis, VBA, Bloomberg, Equities, Corporate Finance, Market Risk, Equity Valuation, Fixed Income, Microsoft Excel, MATLAB, Excel, Firm Valuation, Fixed Income Products, Fundamental Research, Machine Learning, Data Mining, Credit Risk, Financial Risk, Financial Risk..., Risk Management, Python, R
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Polytechnic School of Engineering
Masters, Electrical Engineering
City University of New York-Brooklyn College
Bachelor, Physics
Barton Crockett's Lazard Capital Markets Experience January 2009 - October 2013
Job SVP, Sr Research Analyst at FBR Capital Markets
Industry Financial Services
Experience
FBR Capital Markets October 2013 - Present
Lazard Capital Markets January 2009 - October 2013
JP Morgan 2000 - January 2009
Hambrecht & Quist 1999 - 2000
MSNBC 1996 - 1999
American Banker 1992 - 1996
Network World 1988 - 1992
InformationWeek 1987 - 1988
Skills
Equity Research, Financial Modeling, Equities, Series 7, Valuation, Investments, Financial Analysis, Hedge Funds
Education
Northwestern University 1983 — 1987
Bachelor of Arts, English
FBR Capital Markets October 2013 - Present
Lazard Capital Markets January 2009 - October 2013
JP Morgan 2000 - January 2009
Hambrecht & Quist 1999 - 2000
MSNBC 1996 - 1999
American Banker 1992 - 1996
Network World 1988 - 1992
InformationWeek 1987 - 1988
Skills
Equity Research, Financial Modeling, Equities, Series 7, Valuation, Investments, Financial Analysis, Hedge Funds
Education
Northwestern University 1983 — 1987
Bachelor of Arts, English
Brian Gallo's Lazard Capital Markets Experience February 2007 - February 2008
Job Research Consultant
Industry Financial Services
Experience
Research Consultant June 2010 - Present
Gerson Lehrman Group March 2008 - June 2010
Lazard Capital Markets February 2007 - February 2008
First Albany Capital January 2006 - February 2007
Parsons Brinckerhoff Quade & Douglas May 2004 - January 2006
Parsons Brinckerhoff 2004 - 2006
Skills
Strategic Planning, Mergers & Acquisitions, Due Diligence, Solar Energy, Energy, Financial Modeling, Investment Banking, Investments, Management Consulting, Forecasting, Wind, Equities, Venture Capital, Competitive Analysis, Market Research, Alternative Energy, Power Generation, Business Development, Renewable Energy, Analysis, Business Strategy, Strategy, Corporate Finance, Financial Analysis, Engineering, Private Equity, Equity Research, Valuation, Project Management, Start-ups, International Business, Business Planning, Restructuring, Asset Management, Emerging Markets, Market Analysis, Project Finance, Entrepreneurship, Corporate Development, Executive Management, Economics, Portfolio Management, Finance, Cleantech, Strategic Consulting, Sustainable Energy, Trading, Hedge Funds, Energy Policy, Capital Markets
Education
Rider University 2000 — 2004
BS, Economics, Management & Leadership
Research Consultant June 2010 - Present
Gerson Lehrman Group March 2008 - June 2010
Lazard Capital Markets February 2007 - February 2008
First Albany Capital January 2006 - February 2007
Parsons Brinckerhoff Quade & Douglas May 2004 - January 2006
Parsons Brinckerhoff 2004 - 2006
Skills
Strategic Planning, Mergers & Acquisitions, Due Diligence, Solar Energy, Energy, Financial Modeling, Investment Banking, Investments, Management Consulting, Forecasting, Wind, Equities, Venture Capital, Competitive Analysis, Market Research, Alternative Energy, Power Generation, Business Development, Renewable Energy, Analysis, Business Strategy, Strategy, Corporate Finance, Financial Analysis, Engineering, Private Equity, Equity Research, Valuation, Project Management, Start-ups, International Business, Business Planning, Restructuring, Asset Management, Emerging Markets, Market Analysis, Project Finance, Entrepreneurship, Corporate Development, Executive Management, Economics, Portfolio Management, Finance, Cleantech, Strategic Consulting, Sustainable Energy, Trading, Hedge Funds, Energy Policy, Capital Markets
Education
Rider University 2000 — 2004
BS, Economics, Management & Leadership
Shelby Buccellato's Lazard Capital Markets Experience 2007 - October 2010
Job Client Service Associate The Bach Group at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Canaccord Genuity March 2011 - January 2013
Lazard Capital Markets 2007 - October 2010
First Albany / Broadpoint 2002 - 2007
Robertson Stephens 1995 - 2001
Skills
Equities, Series 7, Series 63, Capital Markets, Equity Research, Fixed Income, Series 55, Bloomberg, Equity Trading, Trading, Hedge Funds, Electronic Trading, FINRA, Options, Securities, Trading Systems
Education
Golden Gate University
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley Wealth Management August 2013 - Present
Canaccord Genuity March 2011 - January 2013
Lazard Capital Markets 2007 - October 2010
First Albany / Broadpoint 2002 - 2007
Robertson Stephens 1995 - 2001
Skills
Equities, Series 7, Series 63, Capital Markets, Equity Research, Fixed Income, Series 55, Bloomberg, Equity Trading, Trading, Hedge Funds, Electronic Trading, FINRA, Options, Securities, Trading Systems
Education
Golden Gate University
Bachelor of Business Administration (B.B.A.), Finance, General
Sreedhar Mendikar's Lazard Capital Markets Experience January 2013 - August 2014
Job Vice President IT at Lazard
Industry Financial Services
Experience
Lazard September 2014 - Present
Lazard Capital Markets January 2013 - August 2014
Lazard Capital Markets January 2007 - January 2013
Deutsche Bank December 2005 - December 2006
Zensar Technologies 2002 - 2005
Skills
Asset Management, Capital Markets, Equity Trading, Equity Research, Investment Banking, Microsoft SQL Server, Perl, Requirements Analysis, SDLC, SQL, Fixed Income, Bloomberg, Securities, Valuation, Trading Systems, Oracle, Project Management, Market Data, Sybase, Hedge Funds, Equities, Equity Derivatives, Unix
Education
Bharathidasan University 1999 — 2001
Master of Computer Applications (MCA), Computer Science
Lazard September 2014 - Present
Lazard Capital Markets January 2013 - August 2014
Lazard Capital Markets January 2007 - January 2013
Deutsche Bank December 2005 - December 2006
Zensar Technologies 2002 - 2005
Skills
Asset Management, Capital Markets, Equity Trading, Equity Research, Investment Banking, Microsoft SQL Server, Perl, Requirements Analysis, SDLC, SQL, Fixed Income, Bloomberg, Securities, Valuation, Trading Systems, Oracle, Project Management, Market Data, Sybase, Hedge Funds, Equities, Equity Derivatives, Unix
Education
Bharathidasan University 1999 — 2001
Master of Computer Applications (MCA), Computer Science
William Ferrer's Lazard Capital Markets Experience June 2008 - December 2010
Job Business Analyst
Industry Information Technology and Services
Experience
Unemployed September 2015 - Present
Arcadia Solutions April 2013 - June 2015
United Talent Agency January 2012 - October 2012
R/GA May 2011 - August 2011
Lazard Capital Markets June 2008 - December 2010
Skills
Financial Modeling, Business Analytics, Salesforce.com..., Microsoft Office, Valuation, Financial Analysis, Research, Spanish, SQL, SQL Server Management..., Strategic Planning, Editing, Systems Analysis, Enterprise Software, Enterprise Architecture, KPI Dashboards, Program Management, Analysis, Microsoft Excel, Salesforce.com, Analytics, Management, Social Media, CRM, Data Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Amherst College 2004 — 2008
BA, History
Loomis Chaffee 2003 — 2004
post-graduate
Brunswick 1991 — 2003
HS Diploma
Unemployed September 2015 - Present
Arcadia Solutions April 2013 - June 2015
United Talent Agency January 2012 - October 2012
R/GA May 2011 - August 2011
Lazard Capital Markets June 2008 - December 2010
Skills
Financial Modeling, Business Analytics, Salesforce.com..., Microsoft Office, Valuation, Financial Analysis, Research, Spanish, SQL, SQL Server Management..., Strategic Planning, Editing, Systems Analysis, Enterprise Software, Enterprise Architecture, KPI Dashboards, Program Management, Analysis, Microsoft Excel, Salesforce.com, Analytics, Management, Social Media, CRM, Data Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Amherst College 2004 — 2008
BA, History
Loomis Chaffee 2003 — 2004
post-graduate
Brunswick 1991 — 2003
HS Diploma
Gregory Simons's Lazard Capital Markets Experience June 2013 - August 2014
Job Owner/President, Right at Home Inc. Uptown Manhattan
Industry Hospital & Health Care
Experience
Right at Home Inc, Uptown Manhattan 2015 - Present
Maxim Group August 2014 - August 2015
Lazard Capital Markets June 2013 - August 2014
direct access partners February 2005 - May 2013
Instinet 1995 - 2005
Skills
Sales Management, Home Care, Elder Care, Capital Markets, Equities, Equity Trading, Options, Hedge Funds, Securities
Education
Brandeis University 1987 — 1991
Right at Home Inc, Uptown Manhattan 2015 - Present
Maxim Group August 2014 - August 2015
Lazard Capital Markets June 2013 - August 2014
direct access partners February 2005 - May 2013
Instinet 1995 - 2005
Skills
Sales Management, Home Care, Elder Care, Capital Markets, Equities, Equity Trading, Options, Hedge Funds, Securities
Education
Brandeis University 1987 — 1991
Paul Alotta, CPA's Lazard Capital Markets Experience 2011 - 2012
Job Provide comprehensive wealth management & financial planning services for individuals and businesses.
Industry Accounting
Experience
Landau Arnold Laufer LLP 2014 - Present
Lazard Capital Markets 2011 - 2012
RBC Capital Markets 2007 - 2010
Prudential Equity Group 1985 - 2007
Skills
CPA, Wealth Management..., Equities, Fixed Income, Mutual Funds, Trading, Equity Trading, Program Trading, Electronic Trading, Trading Systems, Capital Markets, Pension Funds, Hedge Funds, Strategy, Prime Brokerage, FINRA, Securities Regulation, Series 7, Series 63, Series 66, Series 24
Education
LIU Post
Bachelor of Science, Accounting
New York University
Landau Arnold Laufer LLP 2014 - Present
Lazard Capital Markets 2011 - 2012
RBC Capital Markets 2007 - 2010
Prudential Equity Group 1985 - 2007
Skills
CPA, Wealth Management..., Equities, Fixed Income, Mutual Funds, Trading, Equity Trading, Program Trading, Electronic Trading, Trading Systems, Capital Markets, Pension Funds, Hedge Funds, Strategy, Prime Brokerage, FINRA, Securities Regulation, Series 7, Series 63, Series 66, Series 24
Education
LIU Post
Bachelor of Science, Accounting
New York University
Samantha Bichler Schiffman's Lazard Capital Markets Experience August 2010 - March 2012
Job Corporate Access at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
RBC Capital Markets September 2012 - November 2013
Lazard Capital Markets August 2010 - March 2012
RBS January 2008 - December 2010
Skills
Bloomberg, Equities, Fixed Income, Series 7, Equity Research, Social Media, Portfolio Management, Online Advertising, Financial Modeling, Hedge Funds, Microsoft Excel, Capital Markets, PowerPoint, Social Media Marketing, Investment Banking
Education
Boston University - School of Management 2003 — 2007
Bachelors of Business Administration
Bank of America Merrill Lynch August 2014 - Present
RBC Capital Markets September 2012 - November 2013
Lazard Capital Markets August 2010 - March 2012
RBS January 2008 - December 2010
Skills
Bloomberg, Equities, Fixed Income, Series 7, Equity Research, Social Media, Portfolio Management, Online Advertising, Financial Modeling, Hedge Funds, Microsoft Excel, Capital Markets, PowerPoint, Social Media Marketing, Investment Banking
Education
Boston University - School of Management 2003 — 2007
Bachelors of Business Administration
Tom Hereghty's Lazard Capital Markets Experience March 2012 - August 2014
Job Vice President at FBR
Industry Financial Services
Experience
FBR August 2014 - Present
Lazard Capital Markets March 2012 - August 2014
Jefferies & Company March 1997 - March 2012
Skills
Prime Brokerage, Securities Lending, Series 7, Fixed Income, Series 63, Bloomberg
Education
Seton Hall University 1991 — 1995
FBR August 2014 - Present
Lazard Capital Markets March 2012 - August 2014
Jefferies & Company March 1997 - March 2012
Skills
Prime Brokerage, Securities Lending, Series 7, Fixed Income, Series 63, Bloomberg
Education
Seton Hall University 1991 — 1995
Harry Shillingford's Lazard Capital Markets Experience March 2010 - July 2014
Job Director at Cowen Prime Services, LLC
Industry Financial Services
Experience
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC July 2014 - August 2015
Lazard Capital Markets March 2010 - July 2014
RBC Capital Markets January 2007 - March 2010
Carlin Financial Group November 2005 - December 2006
Skills
Hedge Funds, Capital Markets, Prime Brokerage, Series 7, Equities, Series 63, Electronic Trading, Equity Trading, Alternative Investments, Fixed Income, Bloomberg, Equity Research, Securities, Trading Systems, Options, Trading, FINRA, Derivatives
Education
Denison University 2001 — 2005
BA, Economics
Milton Academy 1997 — 2001
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC July 2014 - August 2015
Lazard Capital Markets March 2010 - July 2014
RBC Capital Markets January 2007 - March 2010
Carlin Financial Group November 2005 - December 2006
Skills
Hedge Funds, Capital Markets, Prime Brokerage, Series 7, Equities, Series 63, Electronic Trading, Equity Trading, Alternative Investments, Fixed Income, Bloomberg, Equity Research, Securities, Trading Systems, Options, Trading, FINRA, Derivatives
Education
Denison University 2001 — 2005
BA, Economics
Milton Academy 1997 — 2001
Chris Mitrano's Lazard Capital Markets Experience September 2006 - November 2013
Job Director/ Sales Trading at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey January 2015 - Present
lazard capital markets September 2006 - November 2013
Jefferies & Company December 2000 - January 2006
Knight Securities September 1997 - December 2000
Skills
Series 7, Trading, Equities, Equity Sales, Asset Management, Equity Trading, Bloomberg, Equity Research, Capital Markets, Investments, Series 63, Electronic Trading, Securities, Trading Systems, Proprietary Trading, Alternative Investments, Options, Hedge Funds, Financial Markets, Fixed Income, Finance
Education
Boston University - School of Management
bsba, finance
SunTrust Robinson Humphrey January 2015 - Present
lazard capital markets September 2006 - November 2013
Jefferies & Company December 2000 - January 2006
Knight Securities September 1997 - December 2000
Skills
Series 7, Trading, Equities, Equity Sales, Asset Management, Equity Trading, Bloomberg, Equity Research, Capital Markets, Investments, Series 63, Electronic Trading, Securities, Trading Systems, Proprietary Trading, Alternative Investments, Options, Hedge Funds, Financial Markets, Fixed Income, Finance
Education
Boston University - School of Management
bsba, finance
James (Jim) Ballan's Lazard Capital Markets Experience September 2009 - September 2011
Job SVP, Investor Relations and Capital Markets at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
Melissa Calandruccio, CFA's Lazard Capital Markets Experience December 2012 - June 2013
Job Research Analyst at Telsey Advisory Group
Industry Capital Markets
Experience
Telsey Advisory Group June 2013 - Present
Lazard Capital Markets December 2012 - June 2013
Lazard Capital Markets October 2011 - December 2012
Lazard Capital Markets May 2005 - October 2011
Allan Gershowitz Securities Corp May 2003 - May 2005
Skills
Series 7, Microsoft Excel, PowerPoint, Series 63, Equities, Equity Research, Bloomberg, Hedge Funds, Fixed Income, Capital Markets, Investments, Financial Modeling, Series 86 & 87, Series 55, Trading
Education
Penn State University 1999 — 2003
Bachelor, Finance, Business Law
Telsey Advisory Group June 2013 - Present
Lazard Capital Markets December 2012 - June 2013
Lazard Capital Markets October 2011 - December 2012
Lazard Capital Markets May 2005 - October 2011
Allan Gershowitz Securities Corp May 2003 - May 2005
Skills
Series 7, Microsoft Excel, PowerPoint, Series 63, Equities, Equity Research, Bloomberg, Hedge Funds, Fixed Income, Capital Markets, Investments, Financial Modeling, Series 86 & 87, Series 55, Trading
Education
Penn State University 1999 — 2003
Bachelor, Finance, Business Law
Mary Bulfin's Lazard Capital Markets Experience April 2010 - December 2012
Job Executive Assistant
Industry Financial Services
Experience
Capital Z Partners June 2014 - Present
Simon Property Group August 2013 - October 2013
MSCI Inc. March 2013 - August 2013
Lazard Capital Markets April 2010 - December 2012
WeiserMazars LLP September 2006 - January 2009
Skills
French, English, Management, Employee Relations, Microsoft Office, Customer Service, Talent Acquisition, Microsoft Excel
Education
City University of New York 1985 — 1990
BA, Political Science
Baruch College, City University of New York (CUNY)
Bachelor's degree, Politcal Science
Capital Z Partners June 2014 - Present
Simon Property Group August 2013 - October 2013
MSCI Inc. March 2013 - August 2013
Lazard Capital Markets April 2010 - December 2012
WeiserMazars LLP September 2006 - January 2009
Skills
French, English, Management, Employee Relations, Microsoft Office, Customer Service, Talent Acquisition, Microsoft Excel
Education
City University of New York 1985 — 1990
BA, Political Science
Baruch College, City University of New York (CUNY)
Bachelor's degree, Politcal Science
William Hite, CFA's Lazard Capital Markets Experience April 2012 - October 2012
Job at
Industry Investment Banking
Experience
Tekla Capital Management March 2015 - Present
Columbia Management October 2012 - March 2015
Lazard Capital Markets April 2012 - October 2012
Lazard Capital Markets 2010 - April 2012
Leerink Swann 2005 - 2010
Skills
Equity Research, Valuation, Equities, Investment Banking, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Investments, Series 7, Corporate Finance, Venture Capital, Fixed Income, Portfolio Management, Series 63, Asset Managment, Equity Valuation, Financial Analysis
Education
Ithaca College 2000 — 2004
Bachelor of Science (BS), Orgnaizational Communication Learning and Design
Tekla Capital Management March 2015 - Present
Columbia Management October 2012 - March 2015
Lazard Capital Markets April 2012 - October 2012
Lazard Capital Markets 2010 - April 2012
Leerink Swann 2005 - 2010
Skills
Equity Research, Valuation, Equities, Investment Banking, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Investments, Series 7, Corporate Finance, Venture Capital, Fixed Income, Portfolio Management, Series 63, Asset Managment, Equity Valuation, Financial Analysis
Education
Ithaca College 2000 — 2004
Bachelor of Science (BS), Orgnaizational Communication Learning and Design
Newton Chung's Lazard Capital Markets Experience January 2012 - December 2012
Job Manager, Trading at John W. Bristol & Co., Inc.
Industry Financial Services
Experience
John W. Bristol & Co., Inc. October 2014 - Present
WallachBeth Capital August 2013 - April 2014
Lazard Capital Markets January 2012 - December 2012
ITG March 2002 - November 2011
Pershing December 1996 - March 2002
DLJ Asset Management June 1996 - December 1996
Nomura Securities May 1988 - May 1996
Prudential Bache November 1986 - April 1988
The Chase Manhattan Bank July 1985 - October 1986
Skills
Series 7, Series 63, Series 55, Series 9, Series 10, Trading, Derivatives, Prime Brokerage, Equities, Options, Equity Trading, Bloomberg, Electronic Trading, Hedge Funds, Trading Systems, Investments, Capital Markets, Commodities, Mutual Funds, Equity Research, Equity Derivatives, New Business Development, Proprietary Trading, FINRA, Financial Markets, Commodity, Fixed Income, Series 24, Portfolio Management, Investment Banking, Securities, ETFs, Alternative Investments, Market Data, Bonds, FX Options, Private Equity, Valuation, Asset Management, Trading Strategies, Technical Analysis, Emerging Markets, Asset Allocation, Hedging, FX trading, Currency, Swaps, Low Latency, Structured Products, Investment Management
Education
Boston College 1981 — 1985
BA, economics
Xavier High School 1978 — 1981
Transfiguration School
John W. Bristol & Co., Inc. October 2014 - Present
WallachBeth Capital August 2013 - April 2014
Lazard Capital Markets January 2012 - December 2012
ITG March 2002 - November 2011
Pershing December 1996 - March 2002
DLJ Asset Management June 1996 - December 1996
Nomura Securities May 1988 - May 1996
Prudential Bache November 1986 - April 1988
The Chase Manhattan Bank July 1985 - October 1986
Skills
Series 7, Series 63, Series 55, Series 9, Series 10, Trading, Derivatives, Prime Brokerage, Equities, Options, Equity Trading, Bloomberg, Electronic Trading, Hedge Funds, Trading Systems, Investments, Capital Markets, Commodities, Mutual Funds, Equity Research, Equity Derivatives, New Business Development, Proprietary Trading, FINRA, Financial Markets, Commodity, Fixed Income, Series 24, Portfolio Management, Investment Banking, Securities, ETFs, Alternative Investments, Market Data, Bonds, FX Options, Private Equity, Valuation, Asset Management, Trading Strategies, Technical Analysis, Emerging Markets, Asset Allocation, Hedging, FX trading, Currency, Swaps, Low Latency, Structured Products, Investment Management
Education
Boston College 1981 — 1985
BA, economics
Xavier High School 1978 — 1981
Transfiguration School
Peter Cahill's Lazard Capital Markets Experience October 2009 - 2012
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Lazard Capital Markets October 2009 - 2012
Deutsche Bank May 2005 - February 2009
Credit Suisse March 2000 - June 2005
JP Morgan 1994 - 1998
Lehman Brothers 1993 - 1994
Skills
Equities, Investment Banking, Trading, Hedge Funds, Equity Capital Markets, Private Equity, Series 7
Education
Fordham University
BA
Lazard Capital Markets October 2009 - 2012
Deutsche Bank May 2005 - February 2009
Credit Suisse March 2000 - June 2005
JP Morgan 1994 - 1998
Lehman Brothers 1993 - 1994
Skills
Equities, Investment Banking, Trading, Hedge Funds, Equity Capital Markets, Private Equity, Series 7
Education
Fordham University
BA
Coleen P. Mager's Lazard Capital Markets Experience March 2010 - July 2011
Job Executive Director at Natixis
Industry Financial Services
Experience
Natixis June 2013 - Present
Mizuho Securities USA Inc. July 2011 - June 2013
Lazard Capital Markets March 2010 - July 2011
Goldman Sachs August 1998 - April 2008
J.P. Morgan 1993 - 1997
Skills
Credit, Bonds, High Yield, Strategy, Hedge Funds, Capital Markets, Special Situations, Equities, Risk Management, Fixed Income Analysis, Fixed Income, Trading, Investment Banking, Alternative Investments, CDS, Loans, Structured Products, Valuation
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Penn State University 1987 — 1991
BS, Finance/Economics/Business Law
Natixis June 2013 - Present
Mizuho Securities USA Inc. July 2011 - June 2013
Lazard Capital Markets March 2010 - July 2011
Goldman Sachs August 1998 - April 2008
J.P. Morgan 1993 - 1997
Skills
Credit, Bonds, High Yield, Strategy, Hedge Funds, Capital Markets, Special Situations, Equities, Risk Management, Fixed Income Analysis, Fixed Income, Trading, Investment Banking, Alternative Investments, CDS, Loans, Structured Products, Valuation
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Penn State University 1987 — 1991
BS, Finance/Economics/Business Law
mark grewe's Lazard Capital Markets Experience September 2009 - April 2013
Job CCO at DriveWealth
Industry Capital Markets
Experience
DriveWealth June 2015 - Present
Compliance consulting and outsourcing August 2014 - June 2015
Rabobank International May 2012 - May 2013
Lazard Capital Markets September 2009 - April 2013
Ark Asset Management November 2007 - May 2009
Prudential Equity Group June 2002 - November 2007
National Discount Brokers May 2000 - May 2002
Schroder & Co. Inc June 1994 - May 2000
NASD December 1984 - May 1993
Skills
Hedge Funds, Alternative Investments, Securities, Fixed Income, Asset Managment, Mutual Funds, Trading, Investments, Bloomberg, Portfolio Management, Capital Markets, Asset Allocation, Valuation, Investment Advisers Act, Asset Management, Private Equity, Electronic Trading
Education
New York Law School 1991 — 1994
Doctor of Law (J.D.)
Hamilton College 1977 — 1981
AB, Economics
DriveWealth June 2015 - Present
Compliance consulting and outsourcing August 2014 - June 2015
Rabobank International May 2012 - May 2013
Lazard Capital Markets September 2009 - April 2013
Ark Asset Management November 2007 - May 2009
Prudential Equity Group June 2002 - November 2007
National Discount Brokers May 2000 - May 2002
Schroder & Co. Inc June 1994 - May 2000
NASD December 1984 - May 1993
Skills
Hedge Funds, Alternative Investments, Securities, Fixed Income, Asset Managment, Mutual Funds, Trading, Investments, Bloomberg, Portfolio Management, Capital Markets, Asset Allocation, Valuation, Investment Advisers Act, Asset Management, Private Equity, Electronic Trading
Education
New York Law School 1991 — 1994
Doctor of Law (J.D.)
Hamilton College 1977 — 1981
AB, Economics
Iseult E.A. Conlin, CFA's Lazard Capital Markets Experience May 2008 - April 2009
Job Fixed Income Trader at BlackRock
Industry Financial Services
Experience
BlackRock September 2012 - Present
BlackRock September 2010 - September 2012
Bank of America Merrill Lynch September 2009 - October 2010
Lazard Capital Markets May 2008 - April 2009
Skills
Fixed Income, Financial Modeling, Capital Markets, Valuation, Portfolio Management, Equity Research, Corporate Finance, Trading, Investments, Financial Markets, Securities, Macroeconomics, Statistics, Analysis, Bloomberg, Equities, Leveraged Finance, Strategic Partnerships, Series 7, Insurance, Hedge Funds, Derivatives
Education
New York University 2005 — 2009
Bachelors, Economics and Psychology
BlackRock September 2012 - Present
BlackRock September 2010 - September 2012
Bank of America Merrill Lynch September 2009 - October 2010
Lazard Capital Markets May 2008 - April 2009
Skills
Fixed Income, Financial Modeling, Capital Markets, Valuation, Portfolio Management, Equity Research, Corporate Finance, Trading, Investments, Financial Markets, Securities, Macroeconomics, Statistics, Analysis, Bloomberg, Equities, Leveraged Finance, Strategic Partnerships, Series 7, Insurance, Hedge Funds, Derivatives
Education
New York University 2005 — 2009
Bachelors, Economics and Psychology
Joseph Crotty's Lazard Capital Markets Experience October 2005 - June 2007
Job Commercial Analyst at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan June 2014 - Present
Milford Street Capital March 2011 - May 2014
Morgan Stanley Smith Barney December 2010 - March 2011
J.P. Morgan Private Bank June 2007 - November 2010
Lazard Capital Markets October 2005 - June 2007
Excelsior Ventures January 2001 - June 2001
Exeter Snow Devils August 2000 - December 2000
Education
Fordham Gabelli School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Duke University 2001 — 2005
BA, History, Markets & Management
Delbarton School 1996 — 2000
Kinder Morgan June 2014 - Present
Milford Street Capital March 2011 - May 2014
Morgan Stanley Smith Barney December 2010 - March 2011
J.P. Morgan Private Bank June 2007 - November 2010
Lazard Capital Markets October 2005 - June 2007
Excelsior Ventures January 2001 - June 2001
Exeter Snow Devils August 2000 - December 2000
Education
Fordham Gabelli School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Duke University 2001 — 2005
BA, History, Markets & Management
Delbarton School 1996 — 2000
William Burchfield's Lazard Capital Markets Experience July 2009 - October 2013
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. November 2013 - Present
Lazard Capital Markets July 2009 - October 2013
CF Global LLC February 2009 - July 2009
Morgan Stanley January 2000 - January 2009
Donaldson, Lufkin & Jenrette January 1981 - January 2000
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income
Education
Middlebury College 1974 — 1978
BA, Economics
The Lawrenceville School 1970 — 1974
Stephens Inc. November 2013 - Present
Lazard Capital Markets July 2009 - October 2013
CF Global LLC February 2009 - July 2009
Morgan Stanley January 2000 - January 2009
Donaldson, Lufkin & Jenrette January 1981 - January 2000
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income
Education
Middlebury College 1974 — 1978
BA, Economics
The Lawrenceville School 1970 — 1974
Kenneth Cawley's Lazard Capital Markets Experience October 1995 - January 2007
Job Vice President Finance at CastleOak
Industry Financial Services
Experience
CastleOak June 2008 - Present
Lazard Capital Markets October 1995 - January 2007
Lazard 1995 - 2007
Goldman Sachs May 1986 - September 1995
Skills
Securities, Bloomberg, Series 7, MBS, Capital Markets, Bonds, ABS, Trading, Financial Markets, Securitization, Series 63, Structured Products, Repossessions, Electronic Trading, Hedge Funds, CMBS, Investment Banking, DTC, Asset Managment, Trading Systems
Education
Adelphi University 1987 — 1990
Bachelor's degree, Business Administration, Management and Operations
CastleOak June 2008 - Present
Lazard Capital Markets October 1995 - January 2007
Lazard 1995 - 2007
Goldman Sachs May 1986 - September 1995
Skills
Securities, Bloomberg, Series 7, MBS, Capital Markets, Bonds, ABS, Trading, Financial Markets, Securitization, Series 63, Structured Products, Repossessions, Electronic Trading, Hedge Funds, CMBS, Investment Banking, DTC, Asset Managment, Trading Systems
Education
Adelphi University 1987 — 1990
Bachelor's degree, Business Administration, Management and Operations
Diana Katz, CFA's Lazard Capital Markets Experience March 2008 - December 2012
Job Equity Research Analyst
Industry Research
Experience
Lebenthal February 2014 - Present
Lazard Capital Markets March 2008 - December 2012
Morgan Keegan August 2006 - January 2008
Jefferies & Company September 2005 - August 2006
Standard & Poor's Corporate Value Consulting February 2004 - April 2005
Standard & Poor's July 2001 - January 2004
Skills
Equity Research, Equity Valuation, Fundamental Analysis, Communication, Market Research, Financial Statement..., Financial Modeling, Retail, Valuation, Apparel, Private Equity, Equities, Investments, Finance, Analysis, Footwear, Bloomberg, Corporate Finance, Asset Management, Capital Markets, Portfolio Management, Hedge Funds
Education
Brown University 1997 — 2001
BA, With Honors
Lebenthal February 2014 - Present
Lazard Capital Markets March 2008 - December 2012
Morgan Keegan August 2006 - January 2008
Jefferies & Company September 2005 - August 2006
Standard & Poor's Corporate Value Consulting February 2004 - April 2005
Standard & Poor's July 2001 - January 2004
Skills
Equity Research, Equity Valuation, Fundamental Analysis, Communication, Market Research, Financial Statement..., Financial Modeling, Retail, Valuation, Apparel, Private Equity, Equities, Investments, Finance, Analysis, Footwear, Bloomberg, Corporate Finance, Asset Management, Capital Markets, Portfolio Management, Hedge Funds
Education
Brown University 1997 — 2001
BA, With Honors
Bruce Pollack's Lazard Capital Markets Experience March 1976 - October 2013
Job Cash Office Team at BJ's
Industry Wholesale
Experience
BJ's August 2014 - Present
Lazard Capital Markets March 1976 - October 2013
Skills
Bank Reconciliation, Daily Firm Balancing in..., Data Entry, Record Retention, Stock Borrow, Broadridge, PostEdge, Cash, Deposits
Education
City University of New York-Baruch College 1972 — 1978
BBA, Management
BJ's August 2014 - Present
Lazard Capital Markets March 1976 - October 2013
Skills
Bank Reconciliation, Daily Firm Balancing in..., Data Entry, Record Retention, Stock Borrow, Broadridge, PostEdge, Cash, Deposits
Education
City University of New York-Baruch College 1972 — 1978
BBA, Management
Lawrence Benn's Lazard Capital Markets Experience 2002 - 2005
Job Senior Analyst, Dialectic Capital Management
Industry Investment Management
Experience
Dialectic Capital Management 2011 - Present
Catagonia Capital & Consulting 2010 - 2011
Hillary Clinton for President 2007 - 2008
Lazard Capital Markets 2002 - 2005
Goldman Sachs 1997 - 2002
Skills
Venture Capital, Equity Research, Investments, Equities, Investment Management, Asset Management, Hedge Funds, Financial Modeling, Private Equity, Bloomberg
Education
Harvard College
Bachelor's degree
Oxford University
Masters
Yale Law School
Doctor of Law (JD)
Dialectic Capital Management 2011 - Present
Catagonia Capital & Consulting 2010 - 2011
Hillary Clinton for President 2007 - 2008
Lazard Capital Markets 2002 - 2005
Goldman Sachs 1997 - 2002
Skills
Venture Capital, Equity Research, Investments, Equities, Investment Management, Asset Management, Hedge Funds, Financial Modeling, Private Equity, Bloomberg
Education
Harvard College
Bachelor's degree
Oxford University
Masters
Yale Law School
Doctor of Law (JD)
Colleen Mackey's Lazard Capital Markets Experience March 2011 - March 2013
Job Manager, Investor Relations at Regeneron Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Regeneron Pharmaceuticals, Inc. November 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Lazard Capital Markets March 2011 - March 2013
Forest Laboratories May 2010 - March 2011
Bank of America Merrill Lynch August 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Development, Strategy, Investment Banking, Strategic Planning, Due Diligence, Equities, Equity Research, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Capital Markets, Private Equity
Education
Vanderbilt University 2007 — 2009
MBA, Finance, Healthcare
Drexel University 2002 — 2007
B.S, Chemical Engineering
Regeneron Pharmaceuticals, Inc. November 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Lazard Capital Markets March 2011 - March 2013
Forest Laboratories May 2010 - March 2011
Bank of America Merrill Lynch August 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Development, Strategy, Investment Banking, Strategic Planning, Due Diligence, Equities, Equity Research, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Capital Markets, Private Equity
Education
Vanderbilt University 2007 — 2009
MBA, Finance, Healthcare
Drexel University 2002 — 2007
B.S, Chemical Engineering
Scott Weis's Lazard Capital Markets Experience June 2009 - January 2014
Job Founder and President of Semco Group L.P
Industry Investment Management
Experience
Semco Capital, LP and Semco Realty Group, LLC January 1998 - Present
Lazard Capital Markets June 2009 - January 2014
Cowen & Co January 1995 - April 2009
Skills
Equity Research, Equities, Hedge Funds, Valuation, Investments, Bloomberg, Equity Trading, Real Estate
Education
Indiana University Bloomington 1989 — 1991
B.A, Economics
Kentucky Country Day School 1984 — 1987
Semco Capital, LP and Semco Realty Group, LLC January 1998 - Present
Lazard Capital Markets June 2009 - January 2014
Cowen & Co January 1995 - April 2009
Skills
Equity Research, Equities, Hedge Funds, Valuation, Investments, Bloomberg, Equity Trading, Real Estate
Education
Indiana University Bloomington 1989 — 1991
B.A, Economics
Kentucky Country Day School 1984 — 1987
Rich McDermott, CMT's Lazard Capital Markets Experience March 2008 - August 2013
Job Managing Director Head of Middle Markets at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities August 2013 - Present
Lazard Capital Markets March 2008 - August 2013
Cowen and Company 2006 - 2008
Schottenfeld Group/Road Runner Partners 2000 - 2006
Cantor Weiss asset management/Bridgewater Partners 1995 - 2000
Lehman Brothers 1993 - 1995
Merrill Lynch 1990 - 1993
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Investments, Fixed Income, Trading, Equity Trading, Valuation, Chartered market...
Education
Hobart College
BA, Political Science
The Loyola School
Guggenheim Securities August 2013 - Present
Lazard Capital Markets March 2008 - August 2013
Cowen and Company 2006 - 2008
Schottenfeld Group/Road Runner Partners 2000 - 2006
Cantor Weiss asset management/Bridgewater Partners 1995 - 2000
Lehman Brothers 1993 - 1995
Merrill Lynch 1990 - 1993
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Investments, Fixed Income, Trading, Equity Trading, Valuation, Chartered market...
Education
Hobart College
BA, Political Science
The Loyola School
Max Levine's Lazard Capital Markets Experience June 2009 - August 2009
Job MBA Student at The Wharton School
Industry Venture Capital & Private Equity
Experience
HJ Heinz / 3G Capital September 2013 - July 2015
Barclays Capital June 2010 - August 2013
Lazard Capital Markets June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Investment Banking, Private Equity, Food & Beverage
Education
University of Pennsylvania - The Wharton School 2015 — 2017
MBA
The Johns Hopkins University 2006 — 2010
Psychology
HJ Heinz / 3G Capital September 2013 - July 2015
Barclays Capital June 2010 - August 2013
Lazard Capital Markets June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Investment Banking, Private Equity, Food & Beverage
Education
University of Pennsylvania - The Wharton School 2015 — 2017
MBA
The Johns Hopkins University 2006 — 2010
Psychology
Coady Lawes's Lazard Capital Markets Experience May 2008 - August 2008
Job Manager Account Management at Moody's Corporation
Industry Financial Services
Experience
Moody's Investors Service November 2014 - Present
Moody's Investors Service April 2013 - November 2014
Moody's Investors Service August 2010 - April 2013
Lazard Capital Markets May 2008 - August 2008
Lawes Oil Company June 2006 - August 2007
Lazard Capital Markets June 2007 - July 2007
Skills
Equities, Bloomberg, Derivatives, Trading, Financial Modeling, Corporate Finance, Structured Finance, Management, Financial Analysis
Education
Fairfield University 2006 — 2010
BS, Mathematics and Finance
King's College 2009 — 2009
Moody's Investors Service November 2014 - Present
Moody's Investors Service April 2013 - November 2014
Moody's Investors Service August 2010 - April 2013
Lazard Capital Markets May 2008 - August 2008
Lawes Oil Company June 2006 - August 2007
Lazard Capital Markets June 2007 - July 2007
Skills
Equities, Bloomberg, Derivatives, Trading, Financial Modeling, Corporate Finance, Structured Finance, Management, Financial Analysis
Education
Fairfield University 2006 — 2010
BS, Mathematics and Finance
King's College 2009 — 2009
Gloria Chan, CPA's Lazard Capital Markets Experience July 2011 - Present
Job Financial Regulatory Reporting Analyst AVP at Sumitomo Mitsui Banking Corporation
Industry Accounting
Experience
Sumitomo Mitsui Banking Corporation February 2014 - Present
Lazard Capital Markets July 2011 - Present
PwC January 2011 - July 2011
EisnerAmper LLP October 2007 - January 2011
Eisner LLP January 2005 - September 2007
Education
Binghamton University - School of Management 2002 — 2004
Bachelor, Acccounting
The Chinese University of Hong Kong 2000 — 2002
BBA
Sumitomo Mitsui Banking Corporation February 2014 - Present
Lazard Capital Markets July 2011 - Present
PwC January 2011 - July 2011
EisnerAmper LLP October 2007 - January 2011
Eisner LLP January 2005 - September 2007
Education
Binghamton University - School of Management 2002 — 2004
Bachelor, Acccounting
The Chinese University of Hong Kong 2000 — 2002
BBA
Marylou Panza's Lazard Capital Markets Experience August 2010 - October 2013
Job Director at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. July 2015 - Present
Stephens Inc. November 2013 - October 2014
Lazard Capital Markets August 2010 - October 2013
Cowen and Company April 1995 - June 2010
Education
St. John's University
Bachelor's Degree, Finance
Mizuho Securities USA Inc. July 2015 - Present
Stephens Inc. November 2013 - October 2014
Lazard Capital Markets August 2010 - October 2013
Cowen and Company April 1995 - June 2010
Education
St. John's University
Bachelor's Degree, Finance
Danyelle Hill's Lazard Capital Markets Experience October 2007 - January 2014
Job Portfolio Assistant
Industry Investment Banking
Experience
RS Investments February 2014 - Present
Lazard Capital Markets October 2007 - January 2014
The Affinity Group, Inc. December 2003 - October 2007
Young’s Market Company October 2000 - December 2003
Skills
Equity Research, Equities, Fixed Income, Capital Markets, Bloomberg, Investment Banking, Hedge Funds, Financial Modeling, Private Equity, Valuation
Education
California State University-Sacramento 1998 — 2000
Bachelor of Science (BS), Parks, Recreation and Leisure Studies
RS Investments February 2014 - Present
Lazard Capital Markets October 2007 - January 2014
The Affinity Group, Inc. December 2003 - October 2007
Young’s Market Company October 2000 - December 2003
Skills
Equity Research, Equities, Fixed Income, Capital Markets, Bloomberg, Investment Banking, Hedge Funds, Financial Modeling, Private Equity, Valuation
Education
California State University-Sacramento 1998 — 2000
Bachelor of Science (BS), Parks, Recreation and Leisure Studies
Rosemary Sisson's Lazard Capital Markets Experience January 2012 - March 2014
Job Investment Banking Professional
Industry Investment Banking
Experience
Lazard Capital Markets January 2012 - March 2014
Knight Capital Group November 2007 - April 2011
BNP Paribas June 2004 - July 2007
UBS Investment Bank 2000 - 2004
BancBoston Securities March 1999 - February 2000
Montgomery Securities March 1997 - March 1999
CIBC Wood Gundy February 1996 - March 1997
Salomon Brothers September 1986 - July 1996
Chemical Bank July 1983 - September 1986
Babcock & Wilcox July 1979 - July 1981
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MBA, Concentration in Finance
Carnegie Mellon University 1975 — 1979
B.S., Business, Economics
Lazard Capital Markets January 2012 - March 2014
Knight Capital Group November 2007 - April 2011
BNP Paribas June 2004 - July 2007
UBS Investment Bank 2000 - 2004
BancBoston Securities March 1999 - February 2000
Montgomery Securities March 1997 - March 1999
CIBC Wood Gundy February 1996 - March 1997
Salomon Brothers September 1986 - July 1996
Chemical Bank July 1983 - September 1986
Babcock & Wilcox July 1979 - July 1981
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MBA, Concentration in Finance
Carnegie Mellon University 1975 — 1979
B.S., Business, Economics
Louis Suba's Lazard Capital Markets Experience 2013 - 2014
Job Executive Director at MKM Partners
Industry Financial Services
Experience
MKM Partners 2014 - Present
Lazard Capital Markets 2013 - 2014
ThinkEquity LLC 2011 - 2012
Wedbush Securities 2008 - 2011
Oppenheimer 2006 - 2007
BB&T Capital Markets 2005 - 2006
Deutsche Bank 2001 - 2005
Robertson Stephens 1997 - 2001
Price Waterhouse 1990 - 1995
Skills
Institutional Sales, Equities, Financial Markets, Investments, Securities, Hedge Funds, Mutual Funds, Series 7, Series 63, Relationship Mgmt, Investor Relations, IPO, Institutional..., Investment Advisory, Equity Capital Markets, Equity Valuation, Equity Research, Wrestling, Trading, Investment Banking, Financial Modeling, Investment Management, Valuation
Education
University of California, Berkeley
Master of Business Administration (MBA), Finance
Indiana University Bloomington
Bachelor of Science (BS), Finance
MKM Partners 2014 - Present
Lazard Capital Markets 2013 - 2014
ThinkEquity LLC 2011 - 2012
Wedbush Securities 2008 - 2011
Oppenheimer 2006 - 2007
BB&T Capital Markets 2005 - 2006
Deutsche Bank 2001 - 2005
Robertson Stephens 1997 - 2001
Price Waterhouse 1990 - 1995
Skills
Institutional Sales, Equities, Financial Markets, Investments, Securities, Hedge Funds, Mutual Funds, Series 7, Series 63, Relationship Mgmt, Investor Relations, IPO, Institutional..., Investment Advisory, Equity Capital Markets, Equity Valuation, Equity Research, Wrestling, Trading, Investment Banking, Financial Modeling, Investment Management, Valuation
Education
University of California, Berkeley
Master of Business Administration (MBA), Finance
Indiana University Bloomington
Bachelor of Science (BS), Finance
mark orsi's Lazard Capital Markets Experience March 2006 - Present
Job Equity Sales at Lazard Capital Markets
Industry Investment Banking
Experience
Lazard Capital Markets March 2006 - Present
J.P. Morgan March 2000 - March 2006
Franklin Templeton Investments July 1990 - March 2000
Skills
Equity Research, Series 7, Series 63, Equities, Hedge Funds
Education
Santa Clara University
Bachelor of Science (BS), Finance, General
Lazard Capital Markets March 2006 - Present
J.P. Morgan March 2000 - March 2006
Franklin Templeton Investments July 1990 - March 2000
Skills
Equity Research, Series 7, Series 63, Equities, Hedge Funds
Education
Santa Clara University
Bachelor of Science (BS), Finance, General
Alexandru Colea's Lazard Capital Markets Experience November 2003 - September 2006
Job Vice President at BTIG
Industry Information Technology and Services
Experience
BTIG September 2013 - Present
ConvergEx Group October 2006 - August 2013
Lazard Capital Markets November 2003 - September 2006
PSEG November 2002 - November 2003
Skills
C++, Perl, Java, VBA, Oracle, Microsoft SQL Server, Bloomberg API, Spryware, C++ Builder, Visual Studio, Unix, SQL, MySQL, SQLite, DevExpress, Glib, TA-lib, Flextrade, Inforeach TMS, Multithreading, Software Design, Software Development
Education
Polytechnic University 1998 — 2000
Master of Science (MS), Computer Science
St. John's University, Jamaica, NY
BS, Computer Science
BTIG September 2013 - Present
ConvergEx Group October 2006 - August 2013
Lazard Capital Markets November 2003 - September 2006
PSEG November 2002 - November 2003
Skills
C++, Perl, Java, VBA, Oracle, Microsoft SQL Server, Bloomberg API, Spryware, C++ Builder, Visual Studio, Unix, SQL, MySQL, SQLite, DevExpress, Glib, TA-lib, Flextrade, Inforeach TMS, Multithreading, Software Design, Software Development
Education
Polytechnic University 1998 — 2000
Master of Science (MS), Computer Science
St. John's University, Jamaica, NY
BS, Computer Science
Jerome Sorrentino's Lazard Capital Markets Experience 1999 - Present
Job Execution Trader Equity Sales Associate at Lazard Capital Markets
Industry Financial Services
Experience
Lazard Capital Markets 1999 - Present
Skills
Equities, Equity Research, Bloomberg, Hedge Funds, Investment Banking, Series 7, Trading, Equity Trading, Electronic Trading, Series 63, Fixed Income, Securities, Capital Markets, Alternative Investments, Financial Markets, Investments, Asset Management, Emerging Markets
Education
City University of New York-Brooklyn College
Lazard Capital Markets 1999 - Present
Skills
Equities, Equity Research, Bloomberg, Hedge Funds, Investment Banking, Series 7, Trading, Equity Trading, Electronic Trading, Series 63, Fixed Income, Securities, Capital Markets, Alternative Investments, Financial Markets, Investments, Asset Management, Emerging Markets
Education
City University of New York-Brooklyn College
Joshua Schimmer's Lazard Capital Markets Experience June 2012 - October 2013
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray November 2013 - Present
Lazard Capital Markets June 2012 - October 2013
Leerink Swann June 2009 - April 2012
Davidson Kempner Capital Management April 2007 - December 2009
Cowen and Company February 2004 - April 2007
Skills
Equities, Management Consulting, Equity Research, Biopharmaceuticals, Biotechnology, Valuation, Hedge Funds, Investment Banking, Strategy, Entrepreneurship, Competitive Analysis, Start-ups, Strategic Planning, Venture Capital, Business Strategy, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Modeling, Alternative Investments, Bloomberg, Equity Valuation, Corporate Development, M&A experience, Corporate Finance, LBO, Equity Capital Markets, Executive Management, Financial Analysis, Finance, Market Analysis, Portfolio Management, Emerging Markets, Market Research, Private Placements, Investments, Trading, Asset Management, Growth Capital, Strategic Consulting, Capital Markets, Equity Trading, Securities, Series 7, Business Development, Investment Management, Fixed Income, Commercialization, IPO, Investor Relations
Education
Harvard Business School 2001 — 2003
MBA
University of Toronto 1992 — 2001
MD, Internal Medicine, Rheumatology
Piper Jaffray November 2013 - Present
Lazard Capital Markets June 2012 - October 2013
Leerink Swann June 2009 - April 2012
Davidson Kempner Capital Management April 2007 - December 2009
Cowen and Company February 2004 - April 2007
Skills
Equities, Management Consulting, Equity Research, Biopharmaceuticals, Biotechnology, Valuation, Hedge Funds, Investment Banking, Strategy, Entrepreneurship, Competitive Analysis, Start-ups, Strategic Planning, Venture Capital, Business Strategy, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Modeling, Alternative Investments, Bloomberg, Equity Valuation, Corporate Development, M&A experience, Corporate Finance, LBO, Equity Capital Markets, Executive Management, Financial Analysis, Finance, Market Analysis, Portfolio Management, Emerging Markets, Market Research, Private Placements, Investments, Trading, Asset Management, Growth Capital, Strategic Consulting, Capital Markets, Equity Trading, Securities, Series 7, Business Development, Investment Management, Fixed Income, Commercialization, IPO, Investor Relations
Education
Harvard Business School 2001 — 2003
MBA
University of Toronto 1992 — 2001
MD, Internal Medicine, Rheumatology
David Troyer's Lazard Capital Markets Experience February 2012 - Present
Job Managing Director at The Seaport Group
Industry Investment Banking
Experience
The Seaport Group February 2013 - Present
Lazard Capital Markets February 2012 - Present
Credit Suisse 2000 - 2009
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
High Yield, Financial Analysis
Education
Rose-Hulman Institute of Technology
The Seaport Group February 2013 - Present
Lazard Capital Markets February 2012 - Present
Credit Suisse 2000 - 2009
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
High Yield, Financial Analysis
Education
Rose-Hulman Institute of Technology
Thomas Katovitz's Lazard Capital Markets Experience February 2003 - February 2012
Job Financial Consultant at Diversified Private Wealth
Industry Financial Services
Experience
Diversified Private Wealth January 2013 - Present
Lazard Capital Markets February 2003 - February 2012
Prudential Securities May 1983 - January 2003
Skills
Series 7, Series 24, Series 55, Series 63, Series 10 - 55, Hedge Funds, Equities, Bloomberg, Securities, Trading, Equity Trading, Fixed Income, FINRA, Equity Research, Convertible Securities, Capital Markets, Alternative Investments, Asset Management
Education
St. John's University 1978 — 1982
Bachelor of Science, Finance, Economics (minor)
Diversified Private Wealth January 2013 - Present
Lazard Capital Markets February 2003 - February 2012
Prudential Securities May 1983 - January 2003
Skills
Series 7, Series 24, Series 55, Series 63, Series 10 - 55, Hedge Funds, Equities, Bloomberg, Securities, Trading, Equity Trading, Fixed Income, FINRA, Equity Research, Convertible Securities, Capital Markets, Alternative Investments, Asset Management
Education
St. John's University 1978 — 1982
Bachelor of Science, Finance, Economics (minor)
Winston Kitchingham's Lazard Capital Markets Experience June 2006 - March 2014
Job Executive Director Legal at Mitsubishi UFJ Securities (USA), Inc.
Industry Investment Banking
Experience
Mitsubishi UFJ Securities (USA), Inc. March 2014 - Present
Lazard Capital Markets June 2006 - March 2014
Simpson Thacher & Bartlett LLP March 2005 - June 2006
Dewey & LeBoeuf LLP September 2001 - February 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Equities, Derivatives, Mergers, Private Equity, Securities, Mergers & Acquisitions, Securities Regulation
Education
Tulane University Law School 1998 — 2001
Doctor of Law (J.D.)
Louisiana State University 1995 — 1998
Bachelor of Arts (BA)
Mitsubishi UFJ Securities (USA), Inc. March 2014 - Present
Lazard Capital Markets June 2006 - March 2014
Simpson Thacher & Bartlett LLP March 2005 - June 2006
Dewey & LeBoeuf LLP September 2001 - February 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Equities, Derivatives, Mergers, Private Equity, Securities, Mergers & Acquisitions, Securities Regulation
Education
Tulane University Law School 1998 — 2001
Doctor of Law (J.D.)
Louisiana State University 1995 — 1998
Bachelor of Arts (BA)
David Westscott's Lazard Capital Markets Experience October 1992 - October 1996
Job Managing Partner at First Southern Banc & Trust Company
Industry Investment Banking
Experience
First Southern Banc & Trust Company October 2002 - Present
Deutsche Bank October 1996 - July 2001
Lazard Capital Markets October 1992 - October 1996
Skills
Finance, Restructuring, Mergers, Corporate Finance, Financial Structuring, Strategy, Private Equity, Management, Loans
Education
Wharton School, University of Pennsylvania 1986 — 1988
Master of Arts (MA), Finance and Financial Management Services
Tuck School of Business at Dartmouth 1975 — 1977
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Dartmouth College 1972 — 1974
Bachelor of Arts (BA), Economics
First Southern Banc & Trust Company October 2002 - Present
Deutsche Bank October 1996 - July 2001
Lazard Capital Markets October 1992 - October 1996
Skills
Finance, Restructuring, Mergers, Corporate Finance, Financial Structuring, Strategy, Private Equity, Management, Loans
Education
Wharton School, University of Pennsylvania 1986 — 1988
Master of Arts (MA), Finance and Financial Management Services
Tuck School of Business at Dartmouth 1975 — 1977
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Dartmouth College 1972 — 1974
Bachelor of Arts (BA), Economics
Robert Lagay's Lazard Capital Markets Experience March 2005 - April 2014
Job Managing Director. General Counsel at Cyndx Advisors LLC
Industry Investment Banking
Experience
Cyndx Advisors LLC April 2014 - Present
Lazard Capital Markets March 2005 - April 2014
Prudential Equity Group May 2003 - March 2005
Schroder and Co. March 1998 - March 2000
National Association of Securities Dealers (currently FINRA) September 1995 - March 1998
Office of the District Attorney, Bronx County, Bronx NY August 1989 - September 1995
Skills
Equities, Private Equity, Hedge Funds, Investment Banking, Series 7, Securities, Corporate Finance, FINRA, Fixed Income, Series 63, Due Diligence, Mergers & Acquisitions, Equity Research, Series 16, Series 24
Education
Seton Hall University School of Law 1985 — 1989
Doctor of Law (J.D.)
Boston College 1976 — 1980
Bachelor of Arts (B.A.), History
Cyndx Advisors LLC April 2014 - Present
Lazard Capital Markets March 2005 - April 2014
Prudential Equity Group May 2003 - March 2005
Schroder and Co. March 1998 - March 2000
National Association of Securities Dealers (currently FINRA) September 1995 - March 1998
Office of the District Attorney, Bronx County, Bronx NY August 1989 - September 1995
Skills
Equities, Private Equity, Hedge Funds, Investment Banking, Series 7, Securities, Corporate Finance, FINRA, Fixed Income, Series 63, Due Diligence, Mergers & Acquisitions, Equity Research, Series 16, Series 24
Education
Seton Hall University School of Law 1985 — 1989
Doctor of Law (J.D.)
Boston College 1976 — 1980
Bachelor of Arts (B.A.), History
Scott Petrone's Lazard Capital Markets Experience 2003 - Present
Job Senior Vice President at Lazard Capital Markets
Industry Capital Markets
Experience
Lazard Capital Markets 2003 - Present
Prudential Financial 1998 - 2003
Prudential Securities NYSE 1995 - 1998
Skills
Equities, Capital Markets, Investment Banking, Series 7, Fixed Income, Hedge Funds, Series 63, Valuation, Private Equity, Equity Research, Convertible Bonds, Trading, Equity Derivatives, Credit Derivatives, Derivatives, Research, Sales, Bloomberg
Education
Claremont McKenna College
Economics
Lazard Capital Markets 2003 - Present
Prudential Financial 1998 - 2003
Prudential Securities NYSE 1995 - 1998
Skills
Equities, Capital Markets, Investment Banking, Series 7, Fixed Income, Hedge Funds, Series 63, Valuation, Private Equity, Equity Research, Convertible Bonds, Trading, Equity Derivatives, Credit Derivatives, Derivatives, Research, Sales, Bloomberg
Education
Claremont McKenna College
Economics
Peter Gennari's Lazard Capital Markets Experience May 2008 - September 2013
Job Equity Research Sales at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities September 2013 - Present
Lazard Capital Markets May 2008 - September 2013
UBS June 2007 - May 2008
Prudential Financial February 2000 - June 2007
Skills
Equities, Equity Research, Bloomberg, Fixed Income, Sales, Series 63, Capital Markets, Series 7, Hedge Funds, Securities, Electronic Trading, Alternative Investments, Equity Trading, FINRA, Financial Modeling, Valuation
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
Iona College 1996 — 2000
Bachelor's degree, Finance, General
Guggenheim Securities September 2013 - Present
Lazard Capital Markets May 2008 - September 2013
UBS June 2007 - May 2008
Prudential Financial February 2000 - June 2007
Skills
Equities, Equity Research, Bloomberg, Fixed Income, Sales, Series 63, Capital Markets, Series 7, Hedge Funds, Securities, Electronic Trading, Alternative Investments, Equity Trading, FINRA, Financial Modeling, Valuation
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
Iona College 1996 — 2000
Bachelor's degree, Finance, General
Kenneth Werner's Lazard Capital Markets Experience January 2005 - Present
Job Senior Vice President at Lazard Capital Markets
Industry Investment Banking
Experience
Lazard Capital Markets January 2005 - Present
Lazard Capital Markets January 2001 - December 2004
Lazard Capital Markets January 1997 - December 2000
Broadridge Financial Solutions February 1996 - December 1996
Smith New Court April 1991 - February 1996
Kidder Peabody January 1989 - April 1991
Skills
Brokerage Operations..., Project Management, Business Continuity..., Risk Management, Prime Brokerage, Trading System..., Client Support, Team Leadership, Information Management, Relationship Building, Trade Balancing and..., Staff Recruitment and..., New Business Set-up, Asset Management, Capital Markets, Fixed Income, Trading Systems, Equities, Back Office, Trading, Valuation, Investments, Finance, Financial Services, Derivatives, Investment Banking
Education
Baruch College, City University of New York (CUNY)
Lazard Capital Markets January 2005 - Present
Lazard Capital Markets January 2001 - December 2004
Lazard Capital Markets January 1997 - December 2000
Broadridge Financial Solutions February 1996 - December 1996
Smith New Court April 1991 - February 1996
Kidder Peabody January 1989 - April 1991
Skills
Brokerage Operations..., Project Management, Business Continuity..., Risk Management, Prime Brokerage, Trading System..., Client Support, Team Leadership, Information Management, Relationship Building, Trade Balancing and..., Staff Recruitment and..., New Business Set-up, Asset Management, Capital Markets, Fixed Income, Trading Systems, Equities, Back Office, Trading, Valuation, Investments, Finance, Financial Services, Derivatives, Investment Banking
Education
Baruch College, City University of New York (CUNY)
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial