Lazard Freres
Industry: Asset management company
DescriptionLazard is a financial advisory and asset management firm that engages in investment banking, asset management, and other financial services primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London. Headquarters: Hamilton, Bermuda Assets under management: 249 billion USD (2017) Revenue: 2.65 billion USD (2017) Number of employees: 2,843 (2017) Subsidiaries: Lazard & Co., Limited, Lazard Middle Market LLC,
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Lazard Freres Employees
Employee
Years
Job
Industry
Surya A. Krishnan Surya A. Krishnan's Lazard Freres Experience May 2004 - March 2005
Job Senior Manager, Corporate Development and Strategy at Ingram Micro
Industry Financial Services
Experience
Ingram Micro June 2014 - September 2014
MarVista Entertainment May 2014 - June 2014
Pluris Valuation Advisors LLC March 2013 - June 2013
Glocal Studios, Inc. November 2011 - May 2013
PricewaterhouseCoopers LLP September 2007 - May 2012
Indo American Arts Council - Film Festival 2009 - 2011
Legacy Partners Group/FBR January 2006 - May 2007
PricewaterhouseCoopers LLP July 2005 - December 2005
Lazard Freres May 2004 - March 2005
Capstone Partners June 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Financial Statement..., Macroeconomics, Valuation, Investment Banking, Mergers, Due Diligence, Financial Reporting, Corporate Development, Industry Expertise -..., Transaction Advisory..., Coaching Staff, Start-ups, Microsoft Excel, Mergers & Acquisitions, Private Equity, Strategy, Finance, Financial Analysis, Management
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
MBA Candidate Class of 2015, Finance, General
New York Film Academy 2009 — 2009
Certificate in Filmmaking, Filmmaking
New York University 2003 — 2005
MA, Economics
Cornell University 1999 — 2003
BA, Economics
Ingram Micro June 2014 - September 2014
MarVista Entertainment May 2014 - June 2014
Pluris Valuation Advisors LLC March 2013 - June 2013
Glocal Studios, Inc. November 2011 - May 2013
PricewaterhouseCoopers LLP September 2007 - May 2012
Indo American Arts Council - Film Festival 2009 - 2011
Legacy Partners Group/FBR January 2006 - May 2007
PricewaterhouseCoopers LLP July 2005 - December 2005
Lazard Freres May 2004 - March 2005
Capstone Partners June 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Financial Statement..., Macroeconomics, Valuation, Investment Banking, Mergers, Due Diligence, Financial Reporting, Corporate Development, Industry Expertise -..., Transaction Advisory..., Coaching Staff, Start-ups, Microsoft Excel, Mergers & Acquisitions, Private Equity, Strategy, Finance, Financial Analysis, Management
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2015
MBA Candidate Class of 2015, Finance, General
New York Film Academy 2009 — 2009
Certificate in Filmmaking, Filmmaking
New York University 2003 — 2005
MA, Economics
Cornell University 1999 — 2003
BA, Economics
Jim Liu's Lazard Freres Experience 2006 - June 2014
Job
Industry Financial Services
Experience
Lazard Freres 2006 - June 2014
PG&E Corporation 2005 - 2006
Rise Interactive 2004 - 2005
Extricity/Peregrine Systems 2000 - 2003
PricewaterhouseCoopers 1999 - 2000
Skills
Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Investment Banking, Venture Capital, Corporate Finance
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance, Strategy, Marketing, Entrepreneurship
Princeton University 1996 — 1999
BSE, Operations Research and Financial Engineering
Lazard Freres 2006 - June 2014
PG&E Corporation 2005 - 2006
Rise Interactive 2004 - 2005
Extricity/Peregrine Systems 2000 - 2003
PricewaterhouseCoopers 1999 - 2000
Skills
Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Investment Banking, Venture Capital, Corporate Finance
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance, Strategy, Marketing, Entrepreneurship
Princeton University 1996 — 1999
BSE, Operations Research and Financial Engineering
C. Melvin Ike's Lazard Freres Experience 2008 - 2010
Job JD/MBA Candidate at Harvard
Industry Investment Management
Experience
Helios Investment Partners / Jadara Capital May 2014 - August 2014
The Blackstone Group May 2013 - August 2013
Tiger Global Management February 2013 - May 2013
TPG Capital 2010 - 2012
Lazard Freres 2008 - 2010
Education
Harvard Law School
J.D.
Harvard Business School
MBA
The University of Texas at Austin
Bachelor of Science (B.S.), Biomedical Engineering & Biophysics
Helios Investment Partners / Jadara Capital May 2014 - August 2014
The Blackstone Group May 2013 - August 2013
Tiger Global Management February 2013 - May 2013
TPG Capital 2010 - 2012
Lazard Freres 2008 - 2010
Education
Harvard Law School
J.D.
Harvard Business School
MBA
The University of Texas at Austin
Bachelor of Science (B.S.), Biomedical Engineering & Biophysics
arnaud aquizerate arnaud aquizerate's Lazard Freres Experience January 1995 - January 1996
Job President at Art Auction Guarantee LLC
Industry Fine Art
Experience
Art Auction Guarantee LLC October 2011 - Present
Gallery Arnaud January 2002 - Present
Zanotta SpA January 2003 - January 2004
Cappellini SA January 2000 - January 2002
Corporate Value Associates January 1998 - January 2000
Gestion d’Actifs Haussman January 1997 - January 1998
Lazard Freres January 1995 - January 1996
Skills
Fine Art, French, Management Consulting, Galleries, Auctions, Contemporary Art
Education
ESSEC Business School 1992 — 1994
Finance, General
French Army
ESSEC; diploma
Mc Gill University 1989 — 1992
Bachelor of Commerce (B.Com.), Finance and Japanese
Art Auction Guarantee LLC October 2011 - Present
Gallery Arnaud January 2002 - Present
Zanotta SpA January 2003 - January 2004
Cappellini SA January 2000 - January 2002
Corporate Value Associates January 1998 - January 2000
Gestion d’Actifs Haussman January 1997 - January 1998
Lazard Freres January 1995 - January 1996
Skills
Fine Art, French, Management Consulting, Galleries, Auctions, Contemporary Art
Education
ESSEC Business School 1992 — 1994
Finance, General
French Army
ESSEC; diploma
Mc Gill University 1989 — 1992
Bachelor of Commerce (B.Com.), Finance and Japanese
Josh Ehrlich Josh Ehrlich's Lazard Freres Experience 1996 - 2001
Job
Industry Information Technology and Services
Experience
The Central Park Conservancy May 2014 - Present
PS163 2013 - Present
New York Cares, Inc. November 2007 - May 2014
Home Box Office (HBO) 2006 - 2007
Icahn Associates 2006 - 2007
Breaking Views 2005 - 2007
Power Consulting 2002 - 2007
CIBC Oppenhiemer 2001 - 2001
Lazard Freres 1996 - 2001
Skills
Salesforce.com, Fundraising, Business Strategy, Program Management, Non-profits, Public Speaking, Research, Social Media, Strategic Planning, Project Management, Volunteer Management, Strategy, Process Improvement, PowerPoint, Business Analysis, Vendor Management, Change Management, Microsoft Excel, Business Intelligence, CRM, Due Diligence, Business Development
Education
Columbia University - Columbia Business School 2010 — 2010
American University 1990 — 1994
BSBA, Marketing
Bronx High School of Science 1986 — 1990
The Central Park Conservancy May 2014 - Present
PS163 2013 - Present
New York Cares, Inc. November 2007 - May 2014
Home Box Office (HBO) 2006 - 2007
Icahn Associates 2006 - 2007
Breaking Views 2005 - 2007
Power Consulting 2002 - 2007
CIBC Oppenhiemer 2001 - 2001
Lazard Freres 1996 - 2001
Skills
Salesforce.com, Fundraising, Business Strategy, Program Management, Non-profits, Public Speaking, Research, Social Media, Strategic Planning, Project Management, Volunteer Management, Strategy, Process Improvement, PowerPoint, Business Analysis, Vendor Management, Change Management, Microsoft Excel, Business Intelligence, CRM, Due Diligence, Business Development
Education
Columbia University - Columbia Business School 2010 — 2010
American University 1990 — 1994
BSBA, Marketing
Bronx High School of Science 1986 — 1990
Carlos Galvez Carlos Galvez's Lazard Freres Experience 2006 - 2006
Job Credit Analyst at KKR
Industry Investment Management
Experience
KKR 2015 - Present
Overland Advisors 2011 - April 2015
Lincoln International 2007 - 2011
Latin American Venture Capital Association February 2006 - May 2006
Lazard Freres 2006 - 2006
Analyse Consulting June 2005 - July 2005
Capital One July 2002 - May 2005
Procter & Gamble 1999 - 2000
Skills
Hedge Funds, Portfolio Management, Financial Modeling, Equities, Credit Analysis, Financial Analysis, Investments, Trading, Capital Markets, Investment Banking, Private Equity, Mergers & Acquisitions, Valuation, Corporate Development, Emerging Markets, Derivatives, Financial Risk, Arbitrage, Risk Arbitrage, Mathematical Modeling
Education
Harvard Business School 2005 — 2007
MBA, General Management
Stanford University 2000 — 2002
BA, Mathematics and Economics
Instituto Tecnológico Autónomo de México 1998 — 2000
KKR 2015 - Present
Overland Advisors 2011 - April 2015
Lincoln International 2007 - 2011
Latin American Venture Capital Association February 2006 - May 2006
Lazard Freres 2006 - 2006
Analyse Consulting June 2005 - July 2005
Capital One July 2002 - May 2005
Procter & Gamble 1999 - 2000
Skills
Hedge Funds, Portfolio Management, Financial Modeling, Equities, Credit Analysis, Financial Analysis, Investments, Trading, Capital Markets, Investment Banking, Private Equity, Mergers & Acquisitions, Valuation, Corporate Development, Emerging Markets, Derivatives, Financial Risk, Arbitrage, Risk Arbitrage, Mathematical Modeling
Education
Harvard Business School 2005 — 2007
MBA, General Management
Stanford University 2000 — 2002
BA, Mathematics and Economics
Instituto Tecnológico Autónomo de México 1998 — 2000
Aaron Norris, MBA, APR, CSPG Aaron Norris, MBA, APR, CSPG's Lazard Freres Experience January 2001 - July 2004
Job Hard money lender, real estate investments, marketing/PR and philanthropy.
Industry Real Estate
Experience
The Norris Group August 2005 - Present
Cocktail Party Statement June 2009 - Present
Exhibit U January 2001 - January 2010
Francis Krahe & Asscociates 2005 - 2005
Lazard Freres January 2001 - July 2004
Skills
Social Media Marketing, Marketing, Advertising, Marketing Strategy, CRM, Public Relations, Social Media, Real Estate, Investments, Investment Properties, Event Planning, Fundraising, Investors, Event Management, Email Marketing, Rehabbing, Business Development, Entrepreneurship, Nonprofits, Social Networking, Online Advertising, Marketing Communications, Brand Management, Public Speaking, Strategic Planning, Online Marketing, Mortgage Lending, Real Estate Investor, Planned Giving, Non-profit Marketing, Integrated Marketing, Philanthropy, Real Estate Investment, Real Estate Finance, Rehab Loans, Podcasting, Social Media Strategist, Facebook Marketing, Social Media ROI, Web 2.0, Radio Producing, Art Direction, Strategy, E-commerce, Real Estate Economics
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
MBA, Marketing, Real Estate
The New School 2000 — 2001
BFA, Theater
American Musical and Dramatic Academy 1997 — 1999
BFA, Theater
California State University-Fullerton 1995 — 1997
AA, Music, Advertising, General
The Norris Group August 2005 - Present
Cocktail Party Statement June 2009 - Present
Exhibit U January 2001 - January 2010
Francis Krahe & Asscociates 2005 - 2005
Lazard Freres January 2001 - July 2004
Skills
Social Media Marketing, Marketing, Advertising, Marketing Strategy, CRM, Public Relations, Social Media, Real Estate, Investments, Investment Properties, Event Planning, Fundraising, Investors, Event Management, Email Marketing, Rehabbing, Business Development, Entrepreneurship, Nonprofits, Social Networking, Online Advertising, Marketing Communications, Brand Management, Public Speaking, Strategic Planning, Online Marketing, Mortgage Lending, Real Estate Investor, Planned Giving, Non-profit Marketing, Integrated Marketing, Philanthropy, Real Estate Investment, Real Estate Finance, Rehab Loans, Podcasting, Social Media Strategist, Facebook Marketing, Social Media ROI, Web 2.0, Radio Producing, Art Direction, Strategy, E-commerce, Real Estate Economics
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2009
MBA, Marketing, Real Estate
The New School 2000 — 2001
BFA, Theater
American Musical and Dramatic Academy 1997 — 1999
BFA, Theater
California State University-Fullerton 1995 — 1997
AA, Music, Advertising, General
Marti J. Frucci Marti J. Frucci's Lazard Freres Experience 1993 - 1998
Job Managing Director at Digital Capital Advisors
Industry Investment Banking
Experience
Digital Capital Advisors March 2011 - Present
DeSilva + Phillips, and Communications Equity Assoc 2001 - March 2011
Donaldson, Lufkin & Jenrette 1998 - 2001
Lazard Freres 1993 - 1998
Bankers Trust 1989 - 1993
Los Angeles Olympic Organizing Committee 1983 - 1984
The White House 1980 - 1982
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Management of Organizations
Columbia University
BS, Economics
Digital Capital Advisors March 2011 - Present
DeSilva + Phillips, and Communications Equity Assoc 2001 - March 2011
Donaldson, Lufkin & Jenrette 1998 - 2001
Lazard Freres 1993 - 1998
Bankers Trust 1989 - 1993
Los Angeles Olympic Organizing Committee 1983 - 1984
The White House 1980 - 1982
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Management of Organizations
Columbia University
BS, Economics
Lisa B. Amzallag Lisa B. Amzallag's Lazard Freres Experience 2008 - 2009
Job Investments/Advisory Real Assets/Private Equity
Industry Investment Management
Experience
LBA Advisors 2012 - Present
Asia Pacific Land Group 2010 - 2012
Lazard Freres 2008 - 2009
Columbia Investment Management Company 1991 - 2008
China Trust Bank/Grand Pacific Capital 1988 - 1991
Education
Columbia University - Columbia Business School
M.B.A., Finance and Accounting
GNN
Institut d'Etudes Europeennes. Paris, France
Tufts University
B.A., Psychology and Art History
LBA Advisors 2012 - Present
Asia Pacific Land Group 2010 - 2012
Lazard Freres 2008 - 2009
Columbia Investment Management Company 1991 - 2008
China Trust Bank/Grand Pacific Capital 1988 - 1991
Education
Columbia University - Columbia Business School
M.B.A., Finance and Accounting
GNN
Institut d'Etudes Europeennes. Paris, France
Tufts University
B.A., Psychology and Art History
Christine Cioffi Christine Cioffi's Lazard Freres Experience April 2000 - April 2001
Job Project Manager at Novartis
Industry Hospital & Health Care
Experience
Novartis May 2013 - October 2014
Express Scripts October 2012 - January 2013
Wyndham Worldwide 2013 - 2013
Celgene July 2011 - July 2012
Novartis Pharma AG April 2001 - May 2009
Novartis April 2004 - July 2006
Lazard Freres April 2000 - April 2001
Pfizer 1996 - 2000
Skills
SharePoint, Project Management, ITIL, PMP, Planview, MS Project, Business Process..., Visio, IT Service Management, Disaster Recovery, Lotus Domino, Data Center, Leadership, Management, Integration, PMO, Project Planning, Quality Assurance, Risk Management, Requirements Analysis, Service Delivery, Training
Education
University of Massachusetts, Amherst 1990 — 1992
MS, Hotel, Restaurant and Travel Administration
Duke University 1985 — 1989
BA, History
Novartis May 2013 - October 2014
Express Scripts October 2012 - January 2013
Wyndham Worldwide 2013 - 2013
Celgene July 2011 - July 2012
Novartis Pharma AG April 2001 - May 2009
Novartis April 2004 - July 2006
Lazard Freres April 2000 - April 2001
Pfizer 1996 - 2000
Skills
SharePoint, Project Management, ITIL, PMP, Planview, MS Project, Business Process..., Visio, IT Service Management, Disaster Recovery, Lotus Domino, Data Center, Leadership, Management, Integration, PMO, Project Planning, Quality Assurance, Risk Management, Requirements Analysis, Service Delivery, Training
Education
University of Massachusetts, Amherst 1990 — 1992
MS, Hotel, Restaurant and Travel Administration
Duke University 1985 — 1989
BA, History
Julian Herbstein's Lazard Freres Experience August 1995 - June 1997
Job Founder and Chairman at Lendara
Industry Financial Services
Experience
Lendara March 2014 - Present
CGN Private Equity Fund Management Beijing Co. Ltd March 2008 - Present
Lotus Capital March 2012 - February 2015
International Capital Group, LLC November 2009 - December 2011
Soros Fund Management March 2005 - February 2008
Auto Europe May 2004 - December 2004
Kerzner International June 2002 - September 2002
govWorks May 1999 - November 2000
News Corp (Sky Latin America) July 1997 - January 1999
Lazard Freres August 1995 - June 1997
Education
Stanford Business School 2001 — 2003
MBA
Harvard University 1990 — 1995
BA, Government
Lendara March 2014 - Present
CGN Private Equity Fund Management Beijing Co. Ltd March 2008 - Present
Lotus Capital March 2012 - February 2015
International Capital Group, LLC November 2009 - December 2011
Soros Fund Management March 2005 - February 2008
Auto Europe May 2004 - December 2004
Kerzner International June 2002 - September 2002
govWorks May 1999 - November 2000
News Corp (Sky Latin America) July 1997 - January 1999
Lazard Freres August 1995 - June 1997
Education
Stanford Business School 2001 — 2003
MBA
Harvard University 1990 — 1995
BA, Government
Alexander Pasik Alexander Pasik's Lazard Freres Experience 1996 - 1999
Job Executive Technology Management and Advisory Services
Industry Information Technology and Services
Experience
New York CTO Club 2006 - Present
Columbia University January 1982 - Present
IEEE March 2010 - June 2014
The Solomon R. Guggenheim Museum October 2006 - February 2010
Pasik Advisory Group LLC January 2002 - September 2006
Ernst & Young LLP 1999 - 2001
Lazard Freres 1996 - 1999
Gartner 1991 - 1996
Citigroup February 1990 - October 1991
Skills
Business, Corporate Development, Cloud Computing, IT Strategy, Enterprise Architecture, Program Management, Architecture, IT Management, Project Management, Strategic Planning, Software Development, Business Intelligence, IT Executive Management, Integration, Mobile Devices, Agile Methodologies, Consulting, Emerging Technologies, Java, Databases, Leadership, Entrepreneurship, Enterprise Software, Architectures, Strategy, Start-ups, Management, Linux
Education
Columbia University 1982 — 1989
PhD, Computer Science
Columbia University 1978 — 1982
BA, Computer Science
New York CTO Club 2006 - Present
Columbia University January 1982 - Present
IEEE March 2010 - June 2014
The Solomon R. Guggenheim Museum October 2006 - February 2010
Pasik Advisory Group LLC January 2002 - September 2006
Ernst & Young LLP 1999 - 2001
Lazard Freres 1996 - 1999
Gartner 1991 - 1996
Citigroup February 1990 - October 1991
Skills
Business, Corporate Development, Cloud Computing, IT Strategy, Enterprise Architecture, Program Management, Architecture, IT Management, Project Management, Strategic Planning, Software Development, Business Intelligence, IT Executive Management, Integration, Mobile Devices, Agile Methodologies, Consulting, Emerging Technologies, Java, Databases, Leadership, Entrepreneurship, Enterprise Software, Architectures, Strategy, Start-ups, Management, Linux
Education
Columbia University 1982 — 1989
PhD, Computer Science
Columbia University 1978 — 1982
BA, Computer Science
Benjamin Levy's Lazard Freres Experience April 2000 - August 2001
Job CoFounder at BootstrapLabs
Industry Venture Capital & Private Equity
Experience
BootstrapLabs May 2012 - Present
QuantumWave Capital January 2011 - April 2012
Wedbush Morgan Securities December 2009 - December 2010
InsideVenture, Inc. July 2008 - July 2009
Houlihan Lokey Howard & Zukin April 2005 - December 2007
Praedea Solutions, Inc. September 2001 - December 2004
Lazard Freres April 2000 - August 2001
SG Cowen November 1998 - January 2000
Societe Generale May 1997 - October 1998
Skills
Private Equity, Financial Analysis, Fundraising, Innovation Development, PIPEs, Mergers, M&A experience, Enterprise Valuation, Mobile Technology, Venture Capital, Technology Evaluation, Product Development, Enterprise Software, SaaS, Start-ups, Corporate Development, Business Strategy, Business Development, Mergers & Acquisitions, Private Placements, Management, Due Diligence, Finance, Strategy, Strategic Partnerships, Investment Banking, Entrepreneurship, Telecommunications, Valuation, Angel Investing, Corporate Finance, Executive Management, Investor Relations, Portfolio Management, Go-to-market Strategy, Business Modeling, Financial Modeling, IPO, Emerging Markets, Acquisition Integration, Capital, Capital Raising, Funding, Venture Financing, Business Valuation, Cleantech, LBO, Divestitures, Leveraged Finance, Restructuring
Education
University of Nanterre - Paris X 1997 — 1998
Masters, Corporate Finance
Université Paris Dauphine 1996 — 1997
BS, Finance
BootstrapLabs May 2012 - Present
QuantumWave Capital January 2011 - April 2012
Wedbush Morgan Securities December 2009 - December 2010
InsideVenture, Inc. July 2008 - July 2009
Houlihan Lokey Howard & Zukin April 2005 - December 2007
Praedea Solutions, Inc. September 2001 - December 2004
Lazard Freres April 2000 - August 2001
SG Cowen November 1998 - January 2000
Societe Generale May 1997 - October 1998
Skills
Private Equity, Financial Analysis, Fundraising, Innovation Development, PIPEs, Mergers, M&A experience, Enterprise Valuation, Mobile Technology, Venture Capital, Technology Evaluation, Product Development, Enterprise Software, SaaS, Start-ups, Corporate Development, Business Strategy, Business Development, Mergers & Acquisitions, Private Placements, Management, Due Diligence, Finance, Strategy, Strategic Partnerships, Investment Banking, Entrepreneurship, Telecommunications, Valuation, Angel Investing, Corporate Finance, Executive Management, Investor Relations, Portfolio Management, Go-to-market Strategy, Business Modeling, Financial Modeling, IPO, Emerging Markets, Acquisition Integration, Capital, Capital Raising, Funding, Venture Financing, Business Valuation, Cleantech, LBO, Divestitures, Leveraged Finance, Restructuring
Education
University of Nanterre - Paris X 1997 — 1998
Masters, Corporate Finance
Université Paris Dauphine 1996 — 1997
BS, Finance
Andrea G Preziotti's Lazard Freres Experience March 2001 - March 2003
Job Director, Communications & Marketing Operations
Industry Online Media
Experience
AOL Inc., a Verizon company February 2012 - Present
AOL, Inc. March 2009 - February 2012
AOL, LLC April 2007 - March 2009
Conde Nast Publications April 2003 - April 2007
Lazard-Freres March 2001 - March 2003
Wall Street Interactive November 2000 - December 2001
NBCi March 1999 - August 2000
Ballantine Books December 1995 - December 1999
Jericho Communications July 1994 - December 1995
Skills
Digital Media, New Media, Digital Marketing, Digital Strategy, Online Advertising, Content Management, Email Marketing, Content Development, Social Media, Copy Editing, Web Content Management, Marketing Communications, Marketing Strategy, Strategic Communications, Online Marketing, Management, Advertising, Mobile Marketing, Strategy, Newsletters, Product Marketing, Marketing, Internal Communications, Publishing, Editing, Editorial, Content Strategy, Social Media Marketing, Leadership, Social Networking, Writers, Integrated Marketing, Blogging
Education
Marist College 1989 — 1993
Bachelor of Arts (B.A.), English: Writing, Photography
AOL Inc., a Verizon company February 2012 - Present
AOL, Inc. March 2009 - February 2012
AOL, LLC April 2007 - March 2009
Conde Nast Publications April 2003 - April 2007
Lazard-Freres March 2001 - March 2003
Wall Street Interactive November 2000 - December 2001
NBCi March 1999 - August 2000
Ballantine Books December 1995 - December 1999
Jericho Communications July 1994 - December 1995
Skills
Digital Media, New Media, Digital Marketing, Digital Strategy, Online Advertising, Content Management, Email Marketing, Content Development, Social Media, Copy Editing, Web Content Management, Marketing Communications, Marketing Strategy, Strategic Communications, Online Marketing, Management, Advertising, Mobile Marketing, Strategy, Newsletters, Product Marketing, Marketing, Internal Communications, Publishing, Editing, Editorial, Content Strategy, Social Media Marketing, Leadership, Social Networking, Writers, Integrated Marketing, Blogging
Education
Marist College 1989 — 1993
Bachelor of Arts (B.A.), English: Writing, Photography
Tracey Reinberg Tracey Reinberg's Lazard Freres Experience 1993 - 1997
Job Textile, Surface, and Materials Designer and Consultant
Industry Design
Experience
KISMET TILE & SURFACE August 2010 - Present
Koroseal Wallcovering 2005 - Present
Tracey Reinberg Design July 1997 - Present
Teague December 2010 - July 2011
Lazard Freres 1993 - 1997
Skills
Product Design, Experience Design, Furniture, Sketching, Interior Design, Interior Architecture, Textiles, Concept Development, Art, Graphic Design, Industrial Design, Drawing, Graphics, Space-planning, Design Research, Textile Design
Education
The University of Texas at Austin 1982 — 1987
BA, Humanities Program: Photography, Italian, American Studies
L'Istituto Europeo di Design, Rome 1983 — 1984
Interior Architecture
KISMET TILE & SURFACE August 2010 - Present
Koroseal Wallcovering 2005 - Present
Tracey Reinberg Design July 1997 - Present
Teague December 2010 - July 2011
Lazard Freres 1993 - 1997
Skills
Product Design, Experience Design, Furniture, Sketching, Interior Design, Interior Architecture, Textiles, Concept Development, Art, Graphic Design, Industrial Design, Drawing, Graphics, Space-planning, Design Research, Textile Design
Education
The University of Texas at Austin 1982 — 1987
BA, Humanities Program: Photography, Italian, American Studies
L'Istituto Europeo di Design, Rome 1983 — 1984
Interior Architecture
Brian Roberts's Lazard Freres Experience July 1996 - April 1999
Job CFO at Lyft
Industry Internet
Experience
Lyft October 2014 - Present
Walmart eCommerce May 2011 - October 2014
Evercore January 2006 - May 2011
Microsoft January 2001 - November 2005
Inktomi Corporation April 1999 - December 2000
Lazard Freres July 1996 - April 1999
Skills
Strategy, Corporate Development, Mergers & Acquisitions, Strategic Partnerships, Business Strategy, Business Development, Venture Capital, Start-ups, Leadership, Finance, E-commerce, Private Equity, Investments, Investment Banking, Competitive Analysis, Relationship Management, Strategic Vision
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of California, Berkeley
BA, Economics
Lyft October 2014 - Present
Walmart eCommerce May 2011 - October 2014
Evercore January 2006 - May 2011
Microsoft January 2001 - November 2005
Inktomi Corporation April 1999 - December 2000
Lazard Freres July 1996 - April 1999
Skills
Strategy, Corporate Development, Mergers & Acquisitions, Strategic Partnerships, Business Strategy, Business Development, Venture Capital, Start-ups, Leadership, Finance, E-commerce, Private Equity, Investments, Investment Banking, Competitive Analysis, Relationship Management, Strategic Vision
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of California, Berkeley
BA, Economics
Sammy Lai's Lazard Freres Experience September 1997 - December 1999
Job Chief Financial Officer at Bruin Biometrics, LLC
Industry Medical Devices
Experience
Bruin Biometrics October 2015 - Present
BancAssets November 2013 - April 2015
Innovation Capital September 2011 - October 2013
Flynt Management Group March 2009 - September 2011
Libra Securities May 2001 - December 2008
Merrill Lynch January 2000 - January 2001
Lazard Freres September 1997 - December 1999
Skills
Debt, Mergers, Equities, Private Placements, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, Corporate Development, Financial Analysis, Capital Markets, Due Diligence, Finance, Mergers & Acquisitions, Bloomberg, Leveraged Finance, Restructuring, Divestitures, Trading, Fixed Income, Equity Valuation, Strategic Financial..., Alternative Investments, Special Situations, Mezzanine, Analysis, Hedge Funds, Financial Structuring, LBO, Business Valuation, High Yield, M&A experience
Education
Harvard University 1993 — 1997
AB, Economics
Bruin Biometrics October 2015 - Present
BancAssets November 2013 - April 2015
Innovation Capital September 2011 - October 2013
Flynt Management Group March 2009 - September 2011
Libra Securities May 2001 - December 2008
Merrill Lynch January 2000 - January 2001
Lazard Freres September 1997 - December 1999
Skills
Debt, Mergers, Equities, Private Placements, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, Corporate Development, Financial Analysis, Capital Markets, Due Diligence, Finance, Mergers & Acquisitions, Bloomberg, Leveraged Finance, Restructuring, Divestitures, Trading, Fixed Income, Equity Valuation, Strategic Financial..., Alternative Investments, Special Situations, Mezzanine, Analysis, Hedge Funds, Financial Structuring, LBO, Business Valuation, High Yield, M&A experience
Education
Harvard University 1993 — 1997
AB, Economics
Allison Szmulewicz Allison Szmulewicz's Lazard Freres Experience July 1997 - January 2001
Job Managing Director Change Management
Industry Banking
Experience
Citi September 2012 - Present
Citi Private Bank January 2001 - September 2012
Lazard Freres July 1997 - January 2001
Skills
Wealth Management, Banking, Financial Services, Portfolio Management, Private Banking, Business Strategy, Business Development, Strategy, Management, Risk Management, Business Analysis, Leadership, CRM, Marketing, Digital Strategy, Business Process..., Team Management, Analytics, Mobile Devices, Relationship Management
Education
American University 1992 — 1996
Citi September 2012 - Present
Citi Private Bank January 2001 - September 2012
Lazard Freres July 1997 - January 2001
Skills
Wealth Management, Banking, Financial Services, Portfolio Management, Private Banking, Business Strategy, Business Development, Strategy, Management, Risk Management, Business Analysis, Leadership, CRM, Marketing, Digital Strategy, Business Process..., Team Management, Analytics, Mobile Devices, Relationship Management
Education
American University 1992 — 1996
Kristina Salen's Lazard Freres Experience April 1996 - June 1997
Job CFO, Etsy
Industry Internet
Experience
Etsy January 2013 - Present
Cornerstone OnDemand July 2014 - Present
Trunk Archive October 2011 - Present
Fidelity Investments January 2006 - January 2013
Oppenheimer Capital May 2002 - December 2005
Merrill Lynch June 1997 - June 2001
Lazard Freres April 1996 - June 1997
SBC Warburg December 1994 - April 1996
Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Asset Managment, Financial Analysis, Equity Valuation, Mutual Funds, Digital Media, Media, Internet Strategy, Business Strategy, New Business Development, Private Equity, M&A experience, Venture Capital, Asset Management, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Vassar College 1989 — 1993
BA, political science
Etsy January 2013 - Present
Cornerstone OnDemand July 2014 - Present
Trunk Archive October 2011 - Present
Fidelity Investments January 2006 - January 2013
Oppenheimer Capital May 2002 - December 2005
Merrill Lynch June 1997 - June 2001
Lazard Freres April 1996 - June 1997
SBC Warburg December 1994 - April 1996
Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Portfolio Management, Bloomberg, Asset Managment, Financial Analysis, Equity Valuation, Mutual Funds, Digital Media, Media, Internet Strategy, Business Strategy, New Business Development, Private Equity, M&A experience, Venture Capital, Asset Management, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Vassar College 1989 — 1993
BA, political science
Craig Rose Craig Rose's Lazard Freres Experience April 2000 - March 2004
Job Professional Services at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers July 2015 - Present
Bank of Montreal February 2014 - July 2015
Verition Fund Management January 2012 - August 2013
Timber Hill, LLC September 2006 - January 2012
Timber Hill, LLC March 2004 - September 2006
Lazard Freres April 2000 - March 2004
New York City Board of Education September 1996 - April 2000
Skills
Equities, Trading, Bloomberg, Microsoft Excel, Financial Analysis, Risk Management, Equity Derivatives, Financial Markets
Education
NYIT 1996 — 1998
Master of Science (MS), Instructional Technology
Rutgers, The State University of New Jersey - Rutgers Business School 1990 — 1994
BS, Marketing
Interactive Brokers July 2015 - Present
Bank of Montreal February 2014 - July 2015
Verition Fund Management January 2012 - August 2013
Timber Hill, LLC September 2006 - January 2012
Timber Hill, LLC March 2004 - September 2006
Lazard Freres April 2000 - March 2004
New York City Board of Education September 1996 - April 2000
Skills
Equities, Trading, Bloomberg, Microsoft Excel, Financial Analysis, Risk Management, Equity Derivatives, Financial Markets
Education
NYIT 1996 — 1998
Master of Science (MS), Instructional Technology
Rutgers, The State University of New Jersey - Rutgers Business School 1990 — 1994
BS, Marketing
Tommy Leggett's Lazard Freres Experience February 2007 - July 2008
Job
Industry Investment Banking
Experience
UBS Investment Bank 2009 - Present
Lazard Freres February 2007 - July 2008
JPMorgan 2004 - 2007
Elance November 1999 - April 2002
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Columbia University in the City of New York 1995 — 1999
BA
Amity 1991 — 1995
UBS Investment Bank 2009 - Present
Lazard Freres February 2007 - July 2008
JPMorgan 2004 - 2007
Elance November 1999 - April 2002
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Columbia University in the City of New York 1995 — 1999
BA
Amity 1991 — 1995
Richard Daskin, CFA, CFP(R)'s Lazard Freres Experience 1982 - 1986
Job CIO RSD Advisors, consultant Cumberland Advisors, Harvest Advisors
Industry Investment Management
Experience
RSD Advisors January 2010 - Present
Cumberland Advisors March 2013 - Present
Harvest Investments, LTD October 2008 - December 2013
Goldstein Capital April 2006 - October 2008
First Albany Corp 1995 - 2006
Donaldson Lufkin & Jenrette 1989 - 1994
Alex Brown & Sons 1982 - 1986
Lazard Freres 1982 - 1986
Chemical Bank 1981 - 1985
US Trust Company of NY 1979 - 1982
Skills
Financial Analysis, People Skills, Financial Planning, Strategic Financial..., Fixed Income, Investments, Equities, Capital Markets, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Alternative Investments, Trading, Asset Allocation, Derivatives, Economics, Investment Management, Portfolio Management, Bonds, Finance, Municipal Bonds, High Yield Bonds, Public Finance
Education
University at Albany, SUNY 1975 — 1979
BA, Economics and Computer Science
Division Avenue High School 1971 — 1975
HS, Academic
RSD Advisors January 2010 - Present
Cumberland Advisors March 2013 - Present
Harvest Investments, LTD October 2008 - December 2013
Goldstein Capital April 2006 - October 2008
First Albany Corp 1995 - 2006
Donaldson Lufkin & Jenrette 1989 - 1994
Alex Brown & Sons 1982 - 1986
Lazard Freres 1982 - 1986
Chemical Bank 1981 - 1985
US Trust Company of NY 1979 - 1982
Skills
Financial Analysis, People Skills, Financial Planning, Strategic Financial..., Fixed Income, Investments, Equities, Capital Markets, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Alternative Investments, Trading, Asset Allocation, Derivatives, Economics, Investment Management, Portfolio Management, Bonds, Finance, Municipal Bonds, High Yield Bonds, Public Finance
Education
University at Albany, SUNY 1975 — 1979
BA, Economics and Computer Science
Division Avenue High School 1971 — 1975
HS, Academic
Eric Nusinow's Lazard Freres Experience 2006 - 2008
Job Dragoneer Investment Group
Industry Investment Management
Experience
Sansome Partners 2009 - 2012
Vulcan Capital 2008 - 2009
Lazard Freres 2006 - 2008
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2006
Sansome Partners 2009 - 2012
Vulcan Capital 2008 - 2009
Lazard Freres 2006 - 2008
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2006
Richard Dougherty's Lazard Freres Experience June 2009 - Present
Job Database Developer at Lazard Freres
Industry Computer Software
Experience
Lazard Freres June 2009 - Present
PearlFishers, Inc January 2003 - Present
East Bay Regional Park District - Public Affairs Department December 2011 - July 2012
The Kingston Trio 2005 - 2012
East Bay Regional Park District - Helicopter Unit March 2010 - April 2010
HL Commercial Real Estate September 2007 - August 2009
City of Daly City Building Department August 2007 - June 2008
Rosenthal & Company LLC January 2004 - July 2005
Design, Community & Environment August 2001 - July 2005
Jacuzzi Group Worldwide December 2001 - May 2004
Education
Sonoma State University 1983 — 1987
BA, Music, Programming
Lazard Freres June 2009 - Present
PearlFishers, Inc January 2003 - Present
East Bay Regional Park District - Public Affairs Department December 2011 - July 2012
The Kingston Trio 2005 - 2012
East Bay Regional Park District - Helicopter Unit March 2010 - April 2010
HL Commercial Real Estate September 2007 - August 2009
City of Daly City Building Department August 2007 - June 2008
Rosenthal & Company LLC January 2004 - July 2005
Design, Community & Environment August 2001 - July 2005
Jacuzzi Group Worldwide December 2001 - May 2004
Education
Sonoma State University 1983 — 1987
BA, Music, Programming
Denise Marie Knuff's Lazard Freres Experience 1996 - 2000
Job Producer at Hasbro / Cake Mix Studios
Industry Entertainment
Experience
Hasbro 2003 - Present
Booz Allen 2001 - 2003
Toysrus.com 2000 - 2001
Lazard Freres 1996 - 2000
Skills
Television, Commercials, Productions, Voiceovers, Audio Direction, Entertainment, Editing, Voice Acting, Sound, Producing, Screenwriting, Directing, Media Production, Video Production, Film Production, Production
Education
The Ohio State University
BA
Hasbro 2003 - Present
Booz Allen 2001 - 2003
Toysrus.com 2000 - 2001
Lazard Freres 1996 - 2000
Skills
Television, Commercials, Productions, Voiceovers, Audio Direction, Entertainment, Editing, Voice Acting, Sound, Producing, Screenwriting, Directing, Media Production, Video Production, Film Production, Production
Education
The Ohio State University
BA
Andrew Stenwall's Lazard Freres Experience 1995 - 1997
Job CEO at Peridiem Global Investors, LLC
Industry Investment Management
Experience
Peridiem Global Investors, LLC January 2011 - Present
Nuveen Asset Management August 2004 - April 2011
Banc of Amercia Capital Asset Management June 1997 - April 2004
Lazard Freres 1995 - 1997
Lehman Brothers 1990 - 1995
PaineWebber 1988 - 1990
Skills
Portfolio Management
Education
UCLA Anderson School of Management 2000 — 2003
MBA, Finance
Rensselaer Polytechnic Institute 1984 — 1988
Peridiem Global Investors, LLC January 2011 - Present
Nuveen Asset Management August 2004 - April 2011
Banc of Amercia Capital Asset Management June 1997 - April 2004
Lazard Freres 1995 - 1997
Lehman Brothers 1990 - 1995
PaineWebber 1988 - 1990
Skills
Portfolio Management
Education
UCLA Anderson School of Management 2000 — 2003
MBA, Finance
Rensselaer Polytechnic Institute 1984 — 1988
Eric Mendelsohn's Lazard Freres Experience 1999 - 2012
Job Managing Director at Greenhill & Co
Industry Investment Banking
Experience
Greenhill & Co 2012 - Present
Lazard Freres 1999 - 2012
Alex. Brown & Sons 1997 - 1999
CS First Boston 1993 - 1995
Skills
Private Equity, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Hedge Funds, Venture Capital
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, General
Middlebury College 1988 — 1992
BA, Economics
The Taft School 1985 — 1988
Greenhill & Co 2012 - Present
Lazard Freres 1999 - 2012
Alex. Brown & Sons 1997 - 1999
CS First Boston 1993 - 1995
Skills
Private Equity, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Hedge Funds, Venture Capital
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, General
Middlebury College 1988 — 1992
BA, Economics
The Taft School 1985 — 1988
Mark Easparro's Lazard Freres Experience 1991 - Present
Job Vice President at Lazard Asset Management LLC
Industry Financial Services
Experience
Lazard Asset Management LLC June 1991 - Present
Lazard 1991 - Present
Lazard Freres 1991 - Present
Skills
EJB, Servlets, OOP, Asset Management, Fixed Income, Portfolio Management, Software Development, Equities, Weblogic, SharePoint, PeopleSoft, Sybase, Asset Managment, Financial Services
Education
Queens College
BA, Computer Science
Lazard Asset Management LLC June 1991 - Present
Lazard 1991 - Present
Lazard Freres 1991 - Present
Skills
EJB, Servlets, OOP, Asset Management, Fixed Income, Portfolio Management, Software Development, Equities, Weblogic, SharePoint, PeopleSoft, Sybase, Asset Managment, Financial Services
Education
Queens College
BA, Computer Science
Bill Dordelman's Lazard Freres Experience 1986 - 1989
Job Treasurer at Comcast Corporation
Industry Telecommunications
Experience
Comcast Corporation August 1993 - Present
Montwest Capital Partners (Montgomery Securities) 1989 - 1991
Lazard Freres 1986 - 1989
Skills
Mergers & Acquisitions, Financial Modeling, Forecasting, Financial Analysis, Telecommunications, Strategic Partnerships, Process Improvement, Leadership, Corporate Finance, Strategy, Financial Reporting, Cross-functional Team..., Strategic Planning, Vendor Management, Start-ups
Education
Saint Lawrence University 1980 — 1984
BA, Economics/French
Darien High School, Darien, CT 1976 — 1980
Comcast Corporation August 1993 - Present
Montwest Capital Partners (Montgomery Securities) 1989 - 1991
Lazard Freres 1986 - 1989
Skills
Mergers & Acquisitions, Financial Modeling, Forecasting, Financial Analysis, Telecommunications, Strategic Partnerships, Process Improvement, Leadership, Corporate Finance, Strategy, Financial Reporting, Cross-functional Team..., Strategic Planning, Vendor Management, Start-ups
Education
Saint Lawrence University 1980 — 1984
BA, Economics/French
Darien High School, Darien, CT 1976 — 1980
Sam Atanasio's Lazard Freres Experience 1999 - 2005
Job AVP at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2004 - Present
lazard freres 1999 - 2005
Skills
Portfolio Management, Fixed Income, Portfolio Performance..., Equities, Hedge Funds, Strategy
Education
Queens College 1992 — 1995
AllianceBernstein July 2004 - Present
lazard freres 1999 - 2005
Skills
Portfolio Management, Fixed Income, Portfolio Performance..., Equities, Hedge Funds, Strategy
Education
Queens College 1992 — 1995
Jeff Koblentz's Lazard Freres Experience 1998 - 2002
Job President & Chief Operating Officer at Robertson Properties Group
Industry Real Estate
Experience
Robertson Properties Group January 2003 - Present
Lazard Freres 1998 - 2002
Arthur Andersen 1993 - 1998
Education
Cornell University 1985 — 1989
Robertson Properties Group January 2003 - Present
Lazard Freres 1998 - 2002
Arthur Andersen 1993 - 1998
Education
Cornell University 1985 — 1989
Barrie Moskowitz's Lazard Freres Experience April 1990 - August 1990
Job Head of Sales & Marketing, North and South America at Melissa Odabash
Industry Consumer Goods
Experience
Melissa Odabash September 1997 - Present
IFX Corp October 1999 - August 2001
Unilever May 1998 - November 1999
Estee Lauder Group of Companies April 1996 - September 1997
Procter & Gamble September 1992 - January 1996
Lazard Freres April 1990 - August 1990
Drexel Burnham Lambert September 1987 - February 1990
Skills
Entrepreneurship, Strategy, Business Strategy, Business Planning, Business Development, Start-ups
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
Brandeis University
Bachelor of Arts (BA), Economics, Magna Cum Laude with Honors
The London School of Economics and Political Science (LSE)
Economics
Melissa Odabash September 1997 - Present
IFX Corp October 1999 - August 2001
Unilever May 1998 - November 1999
Estee Lauder Group of Companies April 1996 - September 1997
Procter & Gamble September 1992 - January 1996
Lazard Freres April 1990 - August 1990
Drexel Burnham Lambert September 1987 - February 1990
Skills
Entrepreneurship, Strategy, Business Strategy, Business Planning, Business Development, Start-ups
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
Brandeis University
Bachelor of Arts (BA), Economics, Magna Cum Laude with Honors
The London School of Economics and Political Science (LSE)
Economics
Robert O'Brian's Lazard Freres Experience October 2008 - November 2013
Job Freelance WriterEditorProofreader
Industry Media Production
Experience
Freelance November 2013 - Present
Lulu, Amazon Create Space, Kindle December 2011 - Present
Lazard Freres October 2008 - November 2013
Gentlemen's Quarterly June 2007 - September 2007
Skills
Medical Writing, Marketing Communications, Publications, Advertising, Digital Marketing, Book writing, manuscript editing, Manuscript, Publishing, Editing, Feature Articles, Creative Writing, Journalism, Proofreading, Blogging, Editorial, Copywriting, Copy Editing, Magazines, Book Writing, Social Media, Storytelling
Education
State University of New York at Buffalo - Law School 1993 — 1996
J.D., Law
Columbia University - Graduate School of Journalism 1991 — 1992
M.S., Journalism
State University of New York at Albany 1976 — 1980
B.A., History, English, Mandarin Chinese
Williamsville North High School
Freelance November 2013 - Present
Lulu, Amazon Create Space, Kindle December 2011 - Present
Lazard Freres October 2008 - November 2013
Gentlemen's Quarterly June 2007 - September 2007
Skills
Medical Writing, Marketing Communications, Publications, Advertising, Digital Marketing, Book writing, manuscript editing, Manuscript, Publishing, Editing, Feature Articles, Creative Writing, Journalism, Proofreading, Blogging, Editorial, Copywriting, Copy Editing, Magazines, Book Writing, Social Media, Storytelling
Education
State University of New York at Buffalo - Law School 1993 — 1996
J.D., Law
Columbia University - Graduate School of Journalism 1991 — 1992
M.S., Journalism
State University of New York at Albany 1976 — 1980
B.A., History, English, Mandarin Chinese
Williamsville North High School
Mark Mirhashemi's Lazard Freres Experience 2000 - 2003
Job Partner at TPG Public Equity Partners
Industry Investment Management
Experience
TPG Public Equity Partners April 2013 - Present
BlueMountain Capital Management October 2010 - April 2013
WRA Investments July 2007 - September 2010
Kohlberg & Company September 2003 - July 2005
Lazard Freres 2000 - 2003
Education
Harvard Business School 2005 — 2007
MBA
Duke University 1996 — 2000
Bachelor of Science (BS), Economics
TPG Public Equity Partners April 2013 - Present
BlueMountain Capital Management October 2010 - April 2013
WRA Investments July 2007 - September 2010
Kohlberg & Company September 2003 - July 2005
Lazard Freres 2000 - 2003
Education
Harvard Business School 2005 — 2007
MBA
Duke University 1996 — 2000
Bachelor of Science (BS), Economics
Donna DeLeo's Lazard Freres Experience January 1982 - July 1985
Job Executive Assistant to President at Judith Ripka Companies, Inc.
Industry Executive Office
Experience
Evercore April 2015 - June 2015
David Yurman June 2014 - October 2014
The Judith Ripka Companies, Inc February 2008 - December 2013
Arbor Commercial Mortgage 2006 - 2008
Fantasy Holidays, Inc. 1990 - 2005
Lazard Freres January 1982 - July 1985
Skills
Outlook, Time Management, Customer Service, Microsoft Office, Social Media, Inventory Management, Microsoft Excel, PowerPoint, Editing, Real Estate, Research, Logistics, Business Strategy, Employee Relations, Strategic Planning, Teamwork, Negotiation, Writing, Scheduling, Database Administration, Excel, Budgeting, Customer Relations
Education
Long Island University, C.W. Post Campus 1999 — 2002
BS Business Mgmnt,Magna Cum Laude, BS Business: Finance, Economics. Minor in Biology & English.
Evercore April 2015 - June 2015
David Yurman June 2014 - October 2014
The Judith Ripka Companies, Inc February 2008 - December 2013
Arbor Commercial Mortgage 2006 - 2008
Fantasy Holidays, Inc. 1990 - 2005
Lazard Freres January 1982 - July 1985
Skills
Outlook, Time Management, Customer Service, Microsoft Office, Social Media, Inventory Management, Microsoft Excel, PowerPoint, Editing, Real Estate, Research, Logistics, Business Strategy, Employee Relations, Strategic Planning, Teamwork, Negotiation, Writing, Scheduling, Database Administration, Excel, Budgeting, Customer Relations
Education
Long Island University, C.W. Post Campus 1999 — 2002
BS Business Mgmnt,Magna Cum Laude, BS Business: Finance, Economics. Minor in Biology & English.
Andrew Chang's Lazard Freres Experience July 2003 - July 2004
Job Managing Director at New Mountain Capital
Industry Investment Management
Experience
New Mountain Capital September 2008 - Present
Perry Capital October 2005 - July 2008
Goldman Sachs July 2004 - September 2005
Lazard Freres July 2003 - July 2004
Skills
Investment Banking, Investments, Portfolio Management, Telecommunications, Hedge Funds, Private Equity, Management, Valuation, Alternative Investments, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital Markets, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Business Administration
New Mountain Capital September 2008 - Present
Perry Capital October 2005 - July 2008
Goldman Sachs July 2004 - September 2005
Lazard Freres July 2003 - July 2004
Skills
Investment Banking, Investments, Portfolio Management, Telecommunications, Hedge Funds, Private Equity, Management, Valuation, Alternative Investments, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital Markets, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Business Administration
Jenny Barchas's Lazard Freres Experience 2000 - 2001
Job Marketing Consultant at Bruer
Industry Consumer Goods
Experience
Bruer September 2014 - Present
Motrr March 2012 - Present
Joby, Inc. July 2008 - May 2010
Benefit Cosmetics June 2007 - August 2007
HSBC Securities June 2003 - February 2005
Morgan Stanley September 2002 - June 2003
Lazard Freres 2000 - 2001
Skills
Fixed Income, Mergers & Acquisitions, Strategy, Emerging Markets, Product Marketing, Banking, Marketing, Strategic Partnerships, Corporate Development, Competitive Analysis, Start-ups, Financial Modeling, Go-to-market Strategy, Due Diligence
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
University of Virginia 1996 — 2000
B.A., Economics
Bruer September 2014 - Present
Motrr March 2012 - Present
Joby, Inc. July 2008 - May 2010
Benefit Cosmetics June 2007 - August 2007
HSBC Securities June 2003 - February 2005
Morgan Stanley September 2002 - June 2003
Lazard Freres 2000 - 2001
Skills
Fixed Income, Mergers & Acquisitions, Strategy, Emerging Markets, Product Marketing, Banking, Marketing, Strategic Partnerships, Corporate Development, Competitive Analysis, Start-ups, Financial Modeling, Go-to-market Strategy, Due Diligence
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
University of Virginia 1996 — 2000
B.A., Economics
Cedrick Kim's Lazard Freres Experience January 2015 - Present
Job Information Security Administrator at Lazard Freres
Industry Information Technology and Services
Experience
Lazard Freres January 2015 - Present
Ogilvy & Mather September 2012 - Present
Sony Corporation of America November 2011 - September 2012
Realogy Holdings Corp. December 2010 - November 2011
mPower Software Services September 2009 - December 2010
Fidelity National Information Services April 2001 - April 2009
Samsung 1900 - 1999
Samsung 1900 - 1999
Skills
Security, Engineering, Network Security, SIEM, Vulnerability Scanning, NIST, PCI DSS
Education
Pacific Lutheran University
a Bachelor of Sciences Degree, Computer Science
Lazard Freres January 2015 - Present
Ogilvy & Mather September 2012 - Present
Sony Corporation of America November 2011 - September 2012
Realogy Holdings Corp. December 2010 - November 2011
mPower Software Services September 2009 - December 2010
Fidelity National Information Services April 2001 - April 2009
Samsung 1900 - 1999
Samsung 1900 - 1999
Skills
Security, Engineering, Network Security, SIEM, Vulnerability Scanning, NIST, PCI DSS
Education
Pacific Lutheran University
a Bachelor of Sciences Degree, Computer Science
Michael Coster's Lazard Freres Experience 2007 - 2009
Job Chief Executive Officer at Kimberlite Group, LLC
Industry Investment Banking
Experience
Kimberlite Group, LLC September 2013 - Present
Ranieri Real Estate Partners January 2012 - September 2013
Occom Capital Partners, LLC March 2009 - December 2011
Lazard Freres 2007 - 2009
RBC Capital Markets 2002 - 2007
Robertson Stephens, Inc 1996 - 2002
Bank of Boston 1988 - 1996
Casco Northern Bank 1991 - 1995
Bank of New York Mellon 1983 - 1988
Education
Dartmouth College 1979 — 1983
AB
American School of Paris 1972 — 1979
Kimberlite Group, LLC September 2013 - Present
Ranieri Real Estate Partners January 2012 - September 2013
Occom Capital Partners, LLC March 2009 - December 2011
Lazard Freres 2007 - 2009
RBC Capital Markets 2002 - 2007
Robertson Stephens, Inc 1996 - 2002
Bank of Boston 1988 - 1996
Casco Northern Bank 1991 - 1995
Bank of New York Mellon 1983 - 1988
Education
Dartmouth College 1979 — 1983
AB
American School of Paris 1972 — 1979
Lee Gerkin's Lazard Freres Experience 1985 - 1987
Job Managing Director at Chatsworth Securities
Industry Investment Banking
Experience
Chatsworth Securities LLC Managing DirectorChatsworth Securities1998 - Present
Smith Barney September 1995 - December 1997
HSBC Investment Banking 1988 - 1995
Lazard Freres 1985 - 1987
Skills
Asset Management, Capital Markets, Corporate Finance, Corporate Development, Due Diligence, Emerging Markets, Equities, Financial Structuring, Hedge Funds, IPO, Investment Banking, Management, Mergers & Acquisitions, Private Placements, Private Equity, Valuation, Venture Capital
Education
Southern Methodist University Dedman School of Law 1971 — 1974
J.D., Law
Chatsworth Securities LLC Managing DirectorChatsworth Securities1998 - Present
Smith Barney September 1995 - December 1997
HSBC Investment Banking 1988 - 1995
Lazard Freres 1985 - 1987
Skills
Asset Management, Capital Markets, Corporate Finance, Corporate Development, Due Diligence, Emerging Markets, Equities, Financial Structuring, Hedge Funds, IPO, Investment Banking, Management, Mergers & Acquisitions, Private Placements, Private Equity, Valuation, Venture Capital
Education
Southern Methodist University Dedman School of Law 1971 — 1974
J.D., Law
Adnan Rashid's Lazard Freres Experience July 2004 - February 2007
Job Director Investments at Ingress Capital
Industry Financial Services
Experience
Sagebrook Advisors & The Pega Group Family Office June 2012 - Present
Ingress Capital August 2014 - Present
Citigroup September 2010 - June 2012
LR Global (Logan Rockefeller) Group March 2007 - August 2010
Lazard Freres July 2004 - February 2007
Verizon Communications July 2000 - May 2003
Skills
Business Strategy, Capital Markets, Emerging Markets, Investment Management, Corporate Finance, Strategic Financial..., M&A experience, Investment Banking
Education
INSEAD 2003 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Virginia
Bachelor of Commerce (B.Com.), Accounting and Finance and Economics
Sagebrook Advisors & The Pega Group Family Office June 2012 - Present
Ingress Capital August 2014 - Present
Citigroup September 2010 - June 2012
LR Global (Logan Rockefeller) Group March 2007 - August 2010
Lazard Freres July 2004 - February 2007
Verizon Communications July 2000 - May 2003
Skills
Business Strategy, Capital Markets, Emerging Markets, Investment Management, Corporate Finance, Strategic Financial..., M&A experience, Investment Banking
Education
INSEAD 2003 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Virginia
Bachelor of Commerce (B.Com.), Accounting and Finance and Economics
IRA NICHOLSON's Lazard Freres Experience June 1997 - March 2003
Job Portfolio Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein April 2003 - Present
Lazard Freres June 1997 - March 2003
Skills
Bloomberg, Asset Management, Hedge Funds, Fixed Income, Investment Strategies, Asset Managment, Equities
Education
College of Mount Saint Vincent 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
AllianceBernstein April 2003 - Present
Lazard Freres June 1997 - March 2003
Skills
Bloomberg, Asset Management, Hedge Funds, Fixed Income, Investment Strategies, Asset Managment, Equities
Education
College of Mount Saint Vincent 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Hector Negroni's Lazard Freres Experience 1991 - 1994
Job CoCEO at Fundamental Credit Opportunities
Industry Investment Management
Experience
Fundamental Credit Opportunities 2012 - Present
Goldman Sachs & Co. 2004 - 2012
Societe Generale 1994 - 2004
Lazard Freres 1991 - 1994
Citibank 1988 - 1991
Education
University of Pennsylvania 1984 — 1988
Bachelor of Science (B.S.), Finance
Fort Hunt HS 1980 — 1984
Fundamental Credit Opportunities 2012 - Present
Goldman Sachs & Co. 2004 - 2012
Societe Generale 1994 - 2004
Lazard Freres 1991 - 1994
Citibank 1988 - 1991
Education
University of Pennsylvania 1984 — 1988
Bachelor of Science (B.S.), Finance
Fort Hunt HS 1980 — 1984
Frank Setian's Lazard Freres Experience March 2006 - Present
Job Senior Advisor at Lazard Freres
Industry Utilities
Experience
Lazard Freres March 2006 - Present
Skills
Valuation, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1977 — 1979
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Dartmouth College 1974 — 1978
Bachelor of Arts (BA), Mathematics & Economics
Lazard Freres March 2006 - Present
Skills
Valuation, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1977 — 1979
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Dartmouth College 1974 — 1978
Bachelor of Arts (BA), Mathematics & Economics
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management