Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Eric Colby Eric Colby's Lehman Brothers Experience August 2006 - September 2008
Job Owner at 646 Software LLC
Industry Financial Services
Experience
646 Software LLC December 2014 - Present
Courbe Design LLC October 2014 - Present
Citigroup October 2008 - November 2014
Lehman Brothers August 2006 - September 2008
Goldman Sachs September 1990 - August 2006
Andersen Consulting 1987 - 1990
Skills
Prime Brokerage, Equity Derivatives, Equities, Securities Lending, Electronic Trading, Risk Management, Capital Markets, Trading Systems, Financial Risk, Convertible Bonds, Trading, Hedge Funds, Fixed Income, Derivatives
Education
University of Rhode Island 1986 — 1987
Electrical Engineering
Carnegie Mellon University 1982 — 1986
Bachelor’s Degree, Electrical Engineering
646 Software LLC December 2014 - Present
Courbe Design LLC October 2014 - Present
Citigroup October 2008 - November 2014
Lehman Brothers August 2006 - September 2008
Goldman Sachs September 1990 - August 2006
Andersen Consulting 1987 - 1990
Skills
Prime Brokerage, Equity Derivatives, Equities, Securities Lending, Electronic Trading, Risk Management, Capital Markets, Trading Systems, Financial Risk, Convertible Bonds, Trading, Hedge Funds, Fixed Income, Derivatives
Education
University of Rhode Island 1986 — 1987
Electrical Engineering
Carnegie Mellon University 1982 — 1986
Bachelor’s Degree, Electrical Engineering
Kelly de Csepel Kelly de Csepel's Lehman Brothers Experience October 2004 - September 2008
Job Senior Business Analyst IT
Industry Financial Services
Experience
Royal Bank of Scotland May 2012 - February 2014
Nomura Securities July 2009 - August 2011
Barclays Capital October 2008 - July 2009
Lehman Brothers October 2004 - September 2008
JPMorgan Chase 2002 - 2004
Skills
Fixed Income, Trading Systems, Derivatives, Credit Derivatives, Investment Banking, Electronic Trading, Equities, Sybase, Capital Markets, Bloomberg, Market Data, SDLC, Interest Rate..., Trading
Education
Carnegie Mellon University 1998 — 2002
BS, Business Administration
Royal Bank of Scotland May 2012 - February 2014
Nomura Securities July 2009 - August 2011
Barclays Capital October 2008 - July 2009
Lehman Brothers October 2004 - September 2008
JPMorgan Chase 2002 - 2004
Skills
Fixed Income, Trading Systems, Derivatives, Credit Derivatives, Investment Banking, Electronic Trading, Equities, Sybase, Capital Markets, Bloomberg, Market Data, SDLC, Interest Rate..., Trading
Education
Carnegie Mellon University 1998 — 2002
BS, Business Administration
Jill Hutchins's Lehman Brothers Experience May 2007 - April 2008
Job Owner, JH Consulting
Industry Human Resources
Experience
Self Employed - JH Consulting August 2012 - Present
Irvine Company December 2010 - August 2012
Irvine Company April 2008 - December 2010
Lehman Brothers May 2007 - April 2008
Bds Marketing 2005 - 2007
Ameriquest Mortgage 2002 - 2004
Skills
Human Resources, Recruiting, Compensation Structure..., Sales Compensation, Employee Relations, Onboarding, Behavioral Interviewing, HR Policies, HR Consulting, Strategic HR, HRIS, Salary, Workers Compensation, Interviews, Change Management, Employee Engagement, Management, Deferred Compensation, Applicant Tracking..., Workforce Planning, Personnel Management, Compensation Strategies, New Hire Orientations, Performance Management, Sourcing, Job Descriptions, Temporary Placement, Job Analysis, Training, Benefits Administration, College Recruiting, Employee Handbooks, Talent Acquisition, Executive Pay, Talent Management, Employee Benefits
Education
Chapman University 2008 — 2010
MS Human Resources - 4.0 GPA, Human Resources
California State University-Dominguez Hills
Applied Studies with Honors (Business), Minor in Communications
Self Employed - JH Consulting August 2012 - Present
Irvine Company December 2010 - August 2012
Irvine Company April 2008 - December 2010
Lehman Brothers May 2007 - April 2008
Bds Marketing 2005 - 2007
Ameriquest Mortgage 2002 - 2004
Skills
Human Resources, Recruiting, Compensation Structure..., Sales Compensation, Employee Relations, Onboarding, Behavioral Interviewing, HR Policies, HR Consulting, Strategic HR, HRIS, Salary, Workers Compensation, Interviews, Change Management, Employee Engagement, Management, Deferred Compensation, Applicant Tracking..., Workforce Planning, Personnel Management, Compensation Strategies, New Hire Orientations, Performance Management, Sourcing, Job Descriptions, Temporary Placement, Job Analysis, Training, Benefits Administration, College Recruiting, Employee Handbooks, Talent Acquisition, Executive Pay, Talent Management, Employee Benefits
Education
Chapman University 2008 — 2010
MS Human Resources - 4.0 GPA, Human Resources
California State University-Dominguez Hills
Applied Studies with Honors (Business), Minor in Communications
PATRICK D'URSO's Lehman Brothers Experience November 1987 - February 1990
Job District Manager, Sodexo Onsite Service Solutions
Industry Hospital & Health Care
Experience
Sodexo June 2005 - Present
Westchester Medical Center November 2001 - June 2005
New York Presbyterian Hospital April 1997 - January 2000
Nassau University Medical Center April 1991 - April 1997
Burke Rehabilitation Center February 1990 - April 1991
Lehman Brothers November 1987 - February 1990
Marriott Host International July 1984 - November 1987
Skills
Team Building, Operations Management, Budgets, Healthcare, Management, Customer Service, Strategic Planning, Leadership, P&L, Food Safety, Catering, Facilities Management, Food & Beverage, New Business Development, Account Management, Food Industry, Sales Operations, Organizational..., Managerial Finance, Labor Relations, Client Relations Skills, Food Cost Analysis, Retail Food, Financial Reporting
Education
Capella University 2004 — 2005
Business Administration, Management and Operations
Middlesex County College 1982 — 1984
Hotel, Restaurant and Institutional Management
State University of New York at Delhi 1978 — 1980
Agriculture, Agriculture Operations, and Related Sciences
Baldwin
Baldwin High School
Baldwin High School
Sodexo June 2005 - Present
Westchester Medical Center November 2001 - June 2005
New York Presbyterian Hospital April 1997 - January 2000
Nassau University Medical Center April 1991 - April 1997
Burke Rehabilitation Center February 1990 - April 1991
Lehman Brothers November 1987 - February 1990
Marriott Host International July 1984 - November 1987
Skills
Team Building, Operations Management, Budgets, Healthcare, Management, Customer Service, Strategic Planning, Leadership, P&L, Food Safety, Catering, Facilities Management, Food & Beverage, New Business Development, Account Management, Food Industry, Sales Operations, Organizational..., Managerial Finance, Labor Relations, Client Relations Skills, Food Cost Analysis, Retail Food, Financial Reporting
Education
Capella University 2004 — 2005
Business Administration, Management and Operations
Middlesex County College 1982 — 1984
Hotel, Restaurant and Institutional Management
State University of New York at Delhi 1978 — 1980
Agriculture, Agriculture Operations, and Related Sciences
Baldwin
Baldwin High School
Baldwin High School
Yizi An Yizi An's Lehman Brothers Experience May 2008 - August 2008
Job Business Intelligence Product Manager at Groupon
Industry Internet
Experience
Groupon March 2013 - Present
Groupon February 2012 - March 2013
Next Jump January 2009 - January 2012
Lehman Brothers May 2008 - August 2008
Skills
SQL
Education
Carnegie Mellon University 2007 — 2008
Masters, Information Systems Management
Fudan University 2003 — 2007
Bachelor, Information Systems Management
The University of Manchester 2006 — 2006
Exchange Student, Information Systems Management
Groupon March 2013 - Present
Groupon February 2012 - March 2013
Next Jump January 2009 - January 2012
Lehman Brothers May 2008 - August 2008
Skills
SQL
Education
Carnegie Mellon University 2007 — 2008
Masters, Information Systems Management
Fudan University 2003 — 2007
Bachelor, Information Systems Management
The University of Manchester 2006 — 2006
Exchange Student, Information Systems Management
Shahz Khatri Shahz Khatri's Lehman Brothers Experience August 2006 - August 2007
Job Software Architect at Meta Notions
Industry Capital Markets
Experience
Meta Notions June 2012 - Present
Devatory 2013 - Present
Citadel Investment Group June 2007 - June 2012
Lehman Brothers August 2006 - August 2007
Skills
Quantitative Finance, Trading Systems, Proprietary Trading, Trading Strategies, Market Data, .NET, C++, Semantic Technologies, Semantic Web, Artificial Intelligence, Natural Language..., Machine Learning, Project Management, Quantitative Analytics, Derivatives, Fixed Income, Interest Rate..., Options, Bloomberg, Equities, Monte Carlo Simulation, Market Risk, CDS, Quantitative Investing, Statistical Arbitrage, Hedge Funds, Linux, Credit Derivatives, Equity Derivatives, Trading System, Capital Markets
Education
The University of Chicago 2008 — 2010
non-degree student, Financial Mathematics
Carnegie Mellon University 1999 — 2003
Bachelor of Science (BS), Computer Science, Business, Economics
Meta Notions June 2012 - Present
Devatory 2013 - Present
Citadel Investment Group June 2007 - June 2012
Lehman Brothers August 2006 - August 2007
Skills
Quantitative Finance, Trading Systems, Proprietary Trading, Trading Strategies, Market Data, .NET, C++, Semantic Technologies, Semantic Web, Artificial Intelligence, Natural Language..., Machine Learning, Project Management, Quantitative Analytics, Derivatives, Fixed Income, Interest Rate..., Options, Bloomberg, Equities, Monte Carlo Simulation, Market Risk, CDS, Quantitative Investing, Statistical Arbitrage, Hedge Funds, Linux, Credit Derivatives, Equity Derivatives, Trading System, Capital Markets
Education
The University of Chicago 2008 — 2010
non-degree student, Financial Mathematics
Carnegie Mellon University 1999 — 2003
Bachelor of Science (BS), Computer Science, Business, Economics
Laurence Lau, CFA Laurence Lau, CFA's Lehman Brothers Experience May 2007 - August 2007
Job MBA Candidate at MIT Sloan School of Management
Industry Primary/Secondary Education
Experience
AIG October 2013 - July 2014
OppenheimerFunds July 2010 - May 2013
Self December 2011 - January 2013
Oppenheimer & Co. February 2010 - July 2010
BNY ConvergEx August 2008 - January 2010
Carnegie Mellon University March 2007 - May 2008
Lehman Brothers May 2007 - August 2007
Morgan Stanley Investment Management June 2006 - August 2006
eHire June 2005 - July 2005
Skills
Automation, Financial Modeling, Fixed Income, Microsoft Excel, Equities, Capital Markets, Analysis, Finance, Data Analysis, Financial Analysis, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Carnegie Mellon University 2004 — 2008
B.S, Information Systems
Archbishop Molloy High School 2000 — 2004
AIG October 2013 - July 2014
OppenheimerFunds July 2010 - May 2013
Self December 2011 - January 2013
Oppenheimer & Co. February 2010 - July 2010
BNY ConvergEx August 2008 - January 2010
Carnegie Mellon University March 2007 - May 2008
Lehman Brothers May 2007 - August 2007
Morgan Stanley Investment Management June 2006 - August 2006
eHire June 2005 - July 2005
Skills
Automation, Financial Modeling, Fixed Income, Microsoft Excel, Equities, Capital Markets, Analysis, Finance, Data Analysis, Financial Analysis, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Carnegie Mellon University 2004 — 2008
B.S, Information Systems
Archbishop Molloy High School 2000 — 2004
Sophia (Saeyoon) Baik Sophia (Saeyoon) Baik's Lehman Brothers Experience 2007 - 2007
Job Business Analytics at Beepi
Industry Internet
Experience
Beepi September 2015 - Present
Wayfair 2015 - August 2015
Wayfair 2014 - 2015
Zynga 2013 - 2013
Lehman Brothers / Nomura 2008 - 2011
Lehman Brothers 2007 - 2007
Skills
Online Retail, Merchandise Planning, Data Analytics, Strategy, Inventory Planning, Product Assortment..., Financial Analysis, Business Analysis, Management, Product Management, Marketing
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
Carleton College
Bachelor of Arts (B.A.)
Beepi September 2015 - Present
Wayfair 2015 - August 2015
Wayfair 2014 - 2015
Zynga 2013 - 2013
Lehman Brothers / Nomura 2008 - 2011
Lehman Brothers 2007 - 2007
Skills
Online Retail, Merchandise Planning, Data Analytics, Strategy, Inventory Planning, Product Assortment..., Financial Analysis, Business Analysis, Management, Product Management, Marketing
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
Carleton College
Bachelor of Arts (B.A.)
Eric Engberson's Lehman Brothers Experience 2003 - 2008
Job
Industry Management Consulting
Experience
Propelics June 2013 - Present
Eide Bailly LLP August 2012 - May 2013
Collabera February 2008 - August 2012
Lehman Brothers 2003 - 2008
Ceira Technologies 2000 - 2003
Esri 1992 - 2000
Skills
Management Consulting, technology consulting, IT Consulting, Process Consulting, Program Management, Practice Management, Consulting, Project Management, Team Leadership, Leadership Development, Technical Leadership, Leadership, Cross-functional Team..., Thought Leadership, IT Infrastructure..., .NET, SAP, Problem Solving, Problem Analysis, Collaborative Problem..., Turnaround Experience, Fast Turnaround, Software Development, Project Finance, Software Documentation, Software Project..., Software Engineering, Enterprise Software, Profit Maximization, Project Portfolio..., P & L Ownership, Change Management, Technology Change..., Large Scale Change..., Culture Change, Department..., Organizational..., Organizational Design, Business Intelligence, Data Governance, Data Analysis, Data Warehousing, Business Process..., SDLC, IT Strategy, PMO, Integration, Requirements Analysis, Requirements Gathering
Education
California State University-San Bernardino
Bachelor of Science, Business Administration
Propelics June 2013 - Present
Eide Bailly LLP August 2012 - May 2013
Collabera February 2008 - August 2012
Lehman Brothers 2003 - 2008
Ceira Technologies 2000 - 2003
Esri 1992 - 2000
Skills
Management Consulting, technology consulting, IT Consulting, Process Consulting, Program Management, Practice Management, Consulting, Project Management, Team Leadership, Leadership Development, Technical Leadership, Leadership, Cross-functional Team..., Thought Leadership, IT Infrastructure..., .NET, SAP, Problem Solving, Problem Analysis, Collaborative Problem..., Turnaround Experience, Fast Turnaround, Software Development, Project Finance, Software Documentation, Software Project..., Software Engineering, Enterprise Software, Profit Maximization, Project Portfolio..., P & L Ownership, Change Management, Technology Change..., Large Scale Change..., Culture Change, Department..., Organizational..., Organizational Design, Business Intelligence, Data Governance, Data Analysis, Data Warehousing, Business Process..., SDLC, IT Strategy, PMO, Integration, Requirements Analysis, Requirements Gathering
Education
California State University-San Bernardino
Bachelor of Science, Business Administration
Alex Chung's Lehman Brothers Experience July 2004 - August 2005
Job Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management January 2011 - Present
Goldman Sachs Asset Management January 2010 - December 2010
Goldman Sachs Asset Management September 2005 - August 2008
Lehman Brothers July 2004 - August 2005
Education
Carnegie Mellon University 2008 — 2009
MS, Quantitative Finance
Massachusetts Institute of Technology 2000 — 2004
B.S, Computer Science
Chamblee High School 1996 — 2000
Goldman Sachs Asset Management January 2011 - Present
Goldman Sachs Asset Management January 2010 - December 2010
Goldman Sachs Asset Management September 2005 - August 2008
Lehman Brothers July 2004 - August 2005
Education
Carnegie Mellon University 2008 — 2009
MS, Quantitative Finance
Massachusetts Institute of Technology 2000 — 2004
B.S, Computer Science
Chamblee High School 1996 — 2000
Brad Claussen's Lehman Brothers Experience 1992 - 1993
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
Fidelity Registered Investment Advisor Group 2002 - 2005
U.S. Trust Corporation 2000 - 2002
Charles Schwab - Schwab Institutional 1996 - 2000
Charles Schwab 1993 - 1996
Lehman Brothers 1992 - 1993
Education
California State University-Sacramento 1988 — 1991
Bachelor of Science, Business Administration
De La Salle High School - Concord CA
Fidelity Investments 2005 - Present
Fidelity Registered Investment Advisor Group 2002 - 2005
U.S. Trust Corporation 2000 - 2002
Charles Schwab - Schwab Institutional 1996 - 2000
Charles Schwab 1993 - 1996
Lehman Brothers 1992 - 1993
Education
California State University-Sacramento 1988 — 1991
Bachelor of Science, Business Administration
De La Salle High School - Concord CA
Matthew Raubacher Matthew Raubacher's Lehman Brothers Experience 1999 - 2003
Job Managing Director at TriplePoint Capital
Industry Venture Capital & Private Equity
Experience
TriplePoint Capital 2014 - Present
Cowen and Company 2011 - 2013
Ridgecrest Capital Partners 2007 - 2011
Thomas Weisel Partners 2004 - 2006
Lehman Brothers 1999 - 2003
Citigroup 1996 - 1999
Skills
Mergers and Acquistions, Public Equity Offerings, Private Capital Raising, Venture Capital, Capital Markets, Asset Management, IPO, Due Diligence, Financial Modeling, Corporate Development, Investment Banking, Investments, Mergers, Mergers & Acquisitions, Private Placements, Private Equity, Capital Raising, Valuation, Financial Analysis, M&A experience, Start-ups, Corporate Finance, Divestitures, Equity Research
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA/MSIA, Finance
Carnegie Mellon University
BS, Business / Industrial Management (Engineering Track)
Clarksville
Westminster Schools of Atlanta
TriplePoint Capital 2014 - Present
Cowen and Company 2011 - 2013
Ridgecrest Capital Partners 2007 - 2011
Thomas Weisel Partners 2004 - 2006
Lehman Brothers 1999 - 2003
Citigroup 1996 - 1999
Skills
Mergers and Acquistions, Public Equity Offerings, Private Capital Raising, Venture Capital, Capital Markets, Asset Management, IPO, Due Diligence, Financial Modeling, Corporate Development, Investment Banking, Investments, Mergers, Mergers & Acquisitions, Private Placements, Private Equity, Capital Raising, Valuation, Financial Analysis, M&A experience, Start-ups, Corporate Finance, Divestitures, Equity Research
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA/MSIA, Finance
Carnegie Mellon University
BS, Business / Industrial Management (Engineering Track)
Clarksville
Westminster Schools of Atlanta
Steven Sinay Steven Sinay's Lehman Brothers Experience April 1990 - April 1993
Job Vice President of Nutritional Science at Empower Genetics
Industry Health, Wellness and Fitness
Experience
Empower Genetics February 2014 - Present
Simply Wellness 2000 - Present
Metabolic Response Modifiers February 1996 - June 2002
Lehman Brothers April 1990 - April 1993
United States Army November 1982 - November 1986
Skills
Nutrition, Health, Wellness, Nutritional Counseling, Sports Nutrition, Supplements, Fitness, Holistic Health, Golf Biomechanic, Athletes, Cooking, Vitamins, Alternative Medicine, Wellness Coaching, Athletics, Detoxification, Lifestyle, Herbs, Sports, Marketing
Education
California State University-Sacramento 1987 — 1989
Sacramento High School 1978 — 1981
Empower Genetics February 2014 - Present
Simply Wellness 2000 - Present
Metabolic Response Modifiers February 1996 - June 2002
Lehman Brothers April 1990 - April 1993
United States Army November 1982 - November 1986
Skills
Nutrition, Health, Wellness, Nutritional Counseling, Sports Nutrition, Supplements, Fitness, Holistic Health, Golf Biomechanic, Athletes, Cooking, Vitamins, Alternative Medicine, Wellness Coaching, Athletics, Detoxification, Lifestyle, Herbs, Sports, Marketing
Education
California State University-Sacramento 1987 — 1989
Sacramento High School 1978 — 1981
Jyoti Joshi's Lehman Brothers Experience June 2008 - September 2008
Job Finance Manager at American Express
Industry Financial Services
Experience
American Express April 2014 - Present
TIAA-CREF June 2010 - April 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2008 - September 2008
Skills
Equities, Financial Modeling, Valuation, Equity Research, Bloomberg, Equity Valuation, Mutual Funds, Fixed Income, Capital Markets, Portfolio Management
Education
Carnegie Mellon University 2004 — 2008
BSBA, Finance
Carnegie Mellon University - Tepper School of Business 2004 — 2008
BS in Business, Finance
American Express April 2014 - Present
TIAA-CREF June 2010 - April 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2008 - September 2008
Skills
Equities, Financial Modeling, Valuation, Equity Research, Bloomberg, Equity Valuation, Mutual Funds, Fixed Income, Capital Markets, Portfolio Management
Education
Carnegie Mellon University 2004 — 2008
BSBA, Finance
Carnegie Mellon University - Tepper School of Business 2004 — 2008
BS in Business, Finance
Nick Madden Nick Madden's Lehman Brothers Experience 1994 - 1996
Job SVP and Chief Supply Chain Officer, Novelis Inc.
Industry Mining & Metals
Experience
Novelis Inc March 2012 - Present
Novelis October 2009 - March 2012
Novelis October 2006 - September 2009
Novelis AG October 2004 - October 2006
Alcan Europe December 2000 - September 2004
Luxfer March 1996 - October 2000
Lehman Brothers 1994 - 1996
Alcan Aluminium Ltee January 1994 - October 1994
Alcan Aluminium Ltee April 1991 - December 1993
Alcan Aluminium Ltee April 1989 - March 1991
Skills
Supply Chain, Strategic Sourcing, Global Sourcing, Procurement, Organizational..., Business Development, Supply Chain Management, Purchasing, Supplier Development, Kaizen, Supply Management, Quality Management, Supply Chain..., Commodity Risk..., Change Management, Metals, Negotiation, Operations Management, Lean Manufacturing, Continuous Improvement, Risk Management, International Business, Sourcing, Product Development, Aluminum, Forecasting, Process Improvement, Process Engineering, Strategy, Six Sigma, Project Planning, Business Process..., Operational Excellence, Metallurgy, Cross-functional Team..., Manufacturing, MRP, Logistics, ISO, Materials Management, E-procurement, SAP, Hedging, Business Transformation, Approvisionnement
Education
Cardiff University / Prifysgol Caerdydd 1975 — 1978
Bachelor of Science (BSc), Economics and Social Studies
Novelis Inc March 2012 - Present
Novelis October 2009 - March 2012
Novelis October 2006 - September 2009
Novelis AG October 2004 - October 2006
Alcan Europe December 2000 - September 2004
Luxfer March 1996 - October 2000
Lehman Brothers 1994 - 1996
Alcan Aluminium Ltee January 1994 - October 1994
Alcan Aluminium Ltee April 1991 - December 1993
Alcan Aluminium Ltee April 1989 - March 1991
Skills
Supply Chain, Strategic Sourcing, Global Sourcing, Procurement, Organizational..., Business Development, Supply Chain Management, Purchasing, Supplier Development, Kaizen, Supply Management, Quality Management, Supply Chain..., Commodity Risk..., Change Management, Metals, Negotiation, Operations Management, Lean Manufacturing, Continuous Improvement, Risk Management, International Business, Sourcing, Product Development, Aluminum, Forecasting, Process Improvement, Process Engineering, Strategy, Six Sigma, Project Planning, Business Process..., Operational Excellence, Metallurgy, Cross-functional Team..., Manufacturing, MRP, Logistics, ISO, Materials Management, E-procurement, SAP, Hedging, Business Transformation, Approvisionnement
Education
Cardiff University / Prifysgol Caerdydd 1975 — 1978
Bachelor of Science (BSc), Economics and Social Studies
Amanda Langjahr's Lehman Brothers Experience December 2003 - January 2006
Job Interim Operations & Facilities Office Manager TEMP NICE Actimize
Industry Nonprofit Organization Management
Experience
NICE Actimize July 2015 - Present
Juice Plus+ June 2010 - Present
United Nations Development Programme (UNDP) April 2012 - November 2014
K.L. Designs July 2003 - July 2013
First Solar March 2008 - July 2009
United Nations Office for Project Services (UNOPS) January 2006 - December 2006
Lehman Brothers December 2003 - January 2006
Swiss Re 2001 - 2003
BioPharma Investments January 2000 - May 2001
Mount Sinai Medical Center June 1987 - October 1999
Skills
Leadership, Management, Strategic Planning, Social Media, Policy, Team Leadership, Negotiation, Event Management, Microsoft Word, Teamwork, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Spanish, Procurement, PowerPoint, Presentations, Executive Calendar..., Office Management, Relocation, Cost Management, Operational Efficiency, Time Management, Build Outs, Team Building, Training
Education
Capella University 2000 — 2017
Doctor of Philosophy (Ph.D.), Public Service Leadership, specialization in Executive Management of NonProfit Agencies
Capella University 2000 — 2004
Master of Business Administration (M.B.A.), Business Administration
Kean University 1994 — 1999
Bachelor's Degree, English minor Biology
County College of Morris
Associate's Degree, Psychology and Liberal Arts
NICE Actimize July 2015 - Present
Juice Plus+ June 2010 - Present
United Nations Development Programme (UNDP) April 2012 - November 2014
K.L. Designs July 2003 - July 2013
First Solar March 2008 - July 2009
United Nations Office for Project Services (UNOPS) January 2006 - December 2006
Lehman Brothers December 2003 - January 2006
Swiss Re 2001 - 2003
BioPharma Investments January 2000 - May 2001
Mount Sinai Medical Center June 1987 - October 1999
Skills
Leadership, Management, Strategic Planning, Social Media, Policy, Team Leadership, Negotiation, Event Management, Microsoft Word, Teamwork, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Spanish, Procurement, PowerPoint, Presentations, Executive Calendar..., Office Management, Relocation, Cost Management, Operational Efficiency, Time Management, Build Outs, Team Building, Training
Education
Capella University 2000 — 2017
Doctor of Philosophy (Ph.D.), Public Service Leadership, specialization in Executive Management of NonProfit Agencies
Capella University 2000 — 2004
Master of Business Administration (M.B.A.), Business Administration
Kean University 1994 — 1999
Bachelor's Degree, English minor Biology
County College of Morris
Associate's Degree, Psychology and Liberal Arts
Barney T. Villa Barney T. Villa's Lehman Brothers Experience 2005 - 2009
Job Corporate Resiliency Safety & Security
Industry Security and Investigations
Experience
BlackRock July 2014 - Present
Retired Los Angeles County Sheriff's Department November 2010 - July 2014
iabti 1988 - 2011
Homeland Security Advisory Council 2009 - 2010
Barclays Capital October 2008 - June 2009
Lehman Brothers 2005 - 2009
IABTI 2004 - 2005
LASD 1973 - 2005
Skills
Private Investigations, Security Management, Security Operations, Corporate Security, Operational Planning, Contract Negotiation, Crisis Management, Project Management, Police, Banking, Public Safety, Risk Management, Investigation, Counterterrorism, Emergency Management, Criminal Investigations, Homeland Security, Criminal Justice, Physical Security, Strategic Planning, Security Clearance, Security Awareness, Management, Risk Assessment, Enforcement, Intelligence Analysis, Security, CCTV, Vulnerability Assessment, Tactics, Fixed Income, Capital Markets, National Security, Government, Policy, Program Management, Executive Protection, Firearms, Research, Training, Leadership, Vendor Management, Mergers, Business Continuity, Budgets, Surveillance, Access Control, Intelligence, Military, Consulting
Education
California State University-Long Beach 2003 — 2004
Occupational Studies, CSULB
Cerritos College 1967 — 1969
aa, business management
St. John Bosco 1963 — 1967
HSG, COLLEGE PREP, 12
St. Dominic Savio
BlackRock July 2014 - Present
Retired Los Angeles County Sheriff's Department November 2010 - July 2014
iabti 1988 - 2011
Homeland Security Advisory Council 2009 - 2010
Barclays Capital October 2008 - June 2009
Lehman Brothers 2005 - 2009
IABTI 2004 - 2005
LASD 1973 - 2005
Skills
Private Investigations, Security Management, Security Operations, Corporate Security, Operational Planning, Contract Negotiation, Crisis Management, Project Management, Police, Banking, Public Safety, Risk Management, Investigation, Counterterrorism, Emergency Management, Criminal Investigations, Homeland Security, Criminal Justice, Physical Security, Strategic Planning, Security Clearance, Security Awareness, Management, Risk Assessment, Enforcement, Intelligence Analysis, Security, CCTV, Vulnerability Assessment, Tactics, Fixed Income, Capital Markets, National Security, Government, Policy, Program Management, Executive Protection, Firearms, Research, Training, Leadership, Vendor Management, Mergers, Business Continuity, Budgets, Surveillance, Access Control, Intelligence, Military, Consulting
Education
California State University-Long Beach 2003 — 2004
Occupational Studies, CSULB
Cerritos College 1967 — 1969
aa, business management
St. John Bosco 1963 — 1967
HSG, COLLEGE PREP, 12
St. Dominic Savio
Jeffrey Oster's Lehman Brothers Experience February 2004 - September 2008
Job Managing Director at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
Lehman Brothers February 2004 - September 2008
Montgomery Securities/BofA May 1993 - February 2004
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance, Marketing
California State University-Chico 1978 — 1982
BA, Int'l Relations, Economics, English
UBS September 2008 - Present
Lehman Brothers February 2004 - September 2008
Montgomery Securities/BofA May 1993 - February 2004
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance, Marketing
California State University-Chico 1978 — 1982
BA, Int'l Relations, Economics, English
Charles Crook Charles Crook's Lehman Brothers Experience November 1999 - October 2007
Job Technical Support Analyst II at International Game Technologies
Industry Entertainment
Experience
International Gaming Technologies (IGT) February 2011 - Present
NV Energy April 2010 - February 2011
Capital Group January 2008 - September 2009
Lehman Brothers November 1999 - October 2007
Skills
Disaster Recovery, ITIL, Microsoft Excel, Process Improvement, Software Documentation, Team Building, Technical Support, Troubleshooting, Windows Server, Operating Systems, SharePoint, Vendor Management, Laptops, Active Directory
Education
California State University-Fullerton 1986 — 1988
Bachelor's Degree
International Gaming Technologies (IGT) February 2011 - Present
NV Energy April 2010 - February 2011
Capital Group January 2008 - September 2009
Lehman Brothers November 1999 - October 2007
Skills
Disaster Recovery, ITIL, Microsoft Excel, Process Improvement, Software Documentation, Team Building, Technical Support, Troubleshooting, Windows Server, Operating Systems, SharePoint, Vendor Management, Laptops, Active Directory
Education
California State University-Fullerton 1986 — 1988
Bachelor's Degree
Robert Wieser Robert Wieser's Lehman Brothers Experience 1989 - 1991
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs June 2012 - Present
WestLB AG November 2004 - June 2012
WestLB AG March 2002 - November 2004
WestLB, AG March 2001 - March 2002
Westdeutche Landesbank, AG July 1997 - March 2001
The Industrial Bank of Japan 1993 - July 1997
Lehman Brothers 1989 - 1991
Lehman Brothers 1987 - 1989
Skills
Spanish, Capital Markets, ABS, Commodity, Financial Structuring, Investment Banking, Structured Finance, Hedge Funds, Corporate Finance, Private Equity, Securitization, Credit Derivatives, Structured Products, Portfolio Management, Credit, Valuation, Loan Origination, Market Risk, Restructuring, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, International Finance & Marketing
California Polytechnic State University-San Luis Obispo 1983 — 1986
BS, Economics-Econometrics
California Polytechnic State University-San Luis Obispo 1983 — 1986
BS, Business Management-Finance
Goldman Sachs June 2012 - Present
WestLB AG November 2004 - June 2012
WestLB AG March 2002 - November 2004
WestLB, AG March 2001 - March 2002
Westdeutche Landesbank, AG July 1997 - March 2001
The Industrial Bank of Japan 1993 - July 1997
Lehman Brothers 1989 - 1991
Lehman Brothers 1987 - 1989
Skills
Spanish, Capital Markets, ABS, Commodity, Financial Structuring, Investment Banking, Structured Finance, Hedge Funds, Corporate Finance, Private Equity, Securitization, Credit Derivatives, Structured Products, Portfolio Management, Credit, Valuation, Loan Origination, Market Risk, Restructuring, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, International Finance & Marketing
California Polytechnic State University-San Luis Obispo 1983 — 1986
BS, Economics-Econometrics
California Polytechnic State University-San Luis Obispo 1983 — 1986
BS, Business Management-Finance
dave withers's Lehman Brothers Experience June 2007 - January 2008
Job Director, Information Data Architecture at Spireon, Inc.
Industry Information Services
Experience
Spireon, Inc. September 2013 - Present
Microsoft July 2011 - September 2013
Neudesic January 2010 - July 2011
Microsoft January 2008 - January 2010
Lehman Brothers June 2007 - January 2008
Primedia/Automotive.com February 2005 - June 2007
Ameriquest November 2003 - February 2005
Indymac Bank LLC November 2003 - August 2004
Experian Consumer Direct/Consumerinfo.com March 2003 - November 2003
go2 January 2000 - March 2003
Skills
SQL Server 2000-2008, C#, Powershell, T-SQL, Data Warehousing, SSIS, ETL, Relational Databases, Business Intelligence, SQL Server, SQL, Agile, IIS, ASP.NET, PL/SQL, Databases, Database Design, .NET, Visio, SharePoint, Crystal Reports, XML, SDLC, HTML, SSRS, Access, Visual Basic, ITIL, Requirements Analysis, Business Analysis, Database Administration, Software Development, SOA, Windows, MS Project, Vendor Management, Web Services, Enterprise Architecture, MySQL, Scrum, Program Management, Data Analysis, ASP, Data Modeling, Security, Software Project..., Server Architecture, Analytics, Visual Studio, VBA
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2002
MBA, E-commerce Management
Purdue University 1992 — 1996
BS, Management
Spireon, Inc. September 2013 - Present
Microsoft July 2011 - September 2013
Neudesic January 2010 - July 2011
Microsoft January 2008 - January 2010
Lehman Brothers June 2007 - January 2008
Primedia/Automotive.com February 2005 - June 2007
Ameriquest November 2003 - February 2005
Indymac Bank LLC November 2003 - August 2004
Experian Consumer Direct/Consumerinfo.com March 2003 - November 2003
go2 January 2000 - March 2003
Skills
SQL Server 2000-2008, C#, Powershell, T-SQL, Data Warehousing, SSIS, ETL, Relational Databases, Business Intelligence, SQL Server, SQL, Agile, IIS, ASP.NET, PL/SQL, Databases, Database Design, .NET, Visio, SharePoint, Crystal Reports, XML, SDLC, HTML, SSRS, Access, Visual Basic, ITIL, Requirements Analysis, Business Analysis, Database Administration, Software Development, SOA, Windows, MS Project, Vendor Management, Web Services, Enterprise Architecture, MySQL, Scrum, Program Management, Data Analysis, ASP, Data Modeling, Security, Software Project..., Server Architecture, Analytics, Visual Studio, VBA
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2002
MBA, E-commerce Management
Purdue University 1992 — 1996
BS, Management
John Youngblood John Youngblood's Lehman Brothers Experience August 1984 - February 1990
Job Managing Partner, Gallatin Capital LLC
Industry Investment Banking
Experience
Gallatin Capital LLC January 2003 - Present
Moore Capital Management March 2000 - January 2003
Chase Securities Inc. February 1991 - February 2000
Prudential Securities 1990 - 1991
Lehman Brothers August 1984 - February 1990
Skills
Private Equity, Hedge Funds, Alternative Investments, Private Placements, Venture Capital, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1982 — 1984
M.M.
Carleton College 1977 — 1981
B.A.
Gallatin Capital LLC January 2003 - Present
Moore Capital Management March 2000 - January 2003
Chase Securities Inc. February 1991 - February 2000
Prudential Securities 1990 - 1991
Lehman Brothers August 1984 - February 1990
Skills
Private Equity, Hedge Funds, Alternative Investments, Private Placements, Venture Capital, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1982 — 1984
M.M.
Carleton College 1977 — 1981
B.A.
Jerry Mondene Jerry Mondene's Lehman Brothers Experience 1999 - 2008
Job Director / Credit Manager at Union Bank
Industry Banking
Experience
Union Bank January 2012 - Present
Pacific Enterprise Bank July 2011 - January 2012
Partners Bank of California October 2009 - September 2011
Premier Service Bank December 2008 - March 2010
Lehman Brothers 1999 - 2008
Heller Financial 1996 - 1999
National Bank of Southern California 1995 - 1996
Skills
Loans, Credit, Lines Of Credit, Commercial Real Estate, Asset Based Lending, Investment Properties, SBA, Banking, Commercial Lending, Credit Analysis, Small Business Lending, Credit Risk, Business Development, Commercial Banking, Commercial Mortgages, Due Diligence, Financial Analysis, Loan Origination, Management, Negotiation, Portfolio Management, Real Estate, Relationship Management, Risk Management, Small Business, Underwriting
Education
University of Redlands 1996 — 1999
MBA, Business Administration
California State University-Fullerton - College of Business and Economics
Bachelors, Business Administration - Finance
Union Bank January 2012 - Present
Pacific Enterprise Bank July 2011 - January 2012
Partners Bank of California October 2009 - September 2011
Premier Service Bank December 2008 - March 2010
Lehman Brothers 1999 - 2008
Heller Financial 1996 - 1999
National Bank of Southern California 1995 - 1996
Skills
Loans, Credit, Lines Of Credit, Commercial Real Estate, Asset Based Lending, Investment Properties, SBA, Banking, Commercial Lending, Credit Analysis, Small Business Lending, Credit Risk, Business Development, Commercial Banking, Commercial Mortgages, Due Diligence, Financial Analysis, Loan Origination, Management, Negotiation, Portfolio Management, Real Estate, Relationship Management, Risk Management, Small Business, Underwriting
Education
University of Redlands 1996 — 1999
MBA, Business Administration
California State University-Fullerton - College of Business and Economics
Bachelors, Business Administration - Finance
James Costa's Lehman Brothers Experience January 2005 - February 2008
Job Senior Consultant at RiskSpan
Industry Information Technology and Services
Experience
Actualize Consulting January 2013 - July 2014
Fannie Mae September 2012 - December 2012
Freddie Mac November 2010 - August 2012
Fannie Mae April 2009 - November 2010
Lender Processing Services, Inc. (LPS) December 2008 - March 2009
AIG United Guaranty July 2008 - November 2008
BCBSNC March 2008 - July 2008
Lehman Brothers January 2005 - February 2008
Freddie Mac August 2003 - January 2005
Wells Fargo February 2002 - April 2003
Skills
Software Development, Change Management, Vendor Management, Software Documentation, Business Analysis, CRM, Process Improvement, Business Process, Business Intelligence, Management, Leadership, Project Management, Integration, SDLC, Requirements Gathering, Cross-functional Team..., Team Leadership, Analysis, Program Management, Training, Requirements Analysis, Business Process..., Agile Methodologies, Quality Assurance, Marketing, Business Requirements, Project Portfolio..., Consulting, Access, Human Resources, Risk Management, Strategy, Testing, Financial Analysis, Security, Networking, Software Project..., ERP, Management Consulting, Data Warehousing, Interviews, Resource Management, Budgets, Rules Engines, IT Management, MS Project, Business Process..., Governance, SharePoint, PMP
Education
University of Hawaii at Manoa
BA
Farrington High School
Diploma
California State University-Los Angeles
Actualize Consulting January 2013 - July 2014
Fannie Mae September 2012 - December 2012
Freddie Mac November 2010 - August 2012
Fannie Mae April 2009 - November 2010
Lender Processing Services, Inc. (LPS) December 2008 - March 2009
AIG United Guaranty July 2008 - November 2008
BCBSNC March 2008 - July 2008
Lehman Brothers January 2005 - February 2008
Freddie Mac August 2003 - January 2005
Wells Fargo February 2002 - April 2003
Skills
Software Development, Change Management, Vendor Management, Software Documentation, Business Analysis, CRM, Process Improvement, Business Process, Business Intelligence, Management, Leadership, Project Management, Integration, SDLC, Requirements Gathering, Cross-functional Team..., Team Leadership, Analysis, Program Management, Training, Requirements Analysis, Business Process..., Agile Methodologies, Quality Assurance, Marketing, Business Requirements, Project Portfolio..., Consulting, Access, Human Resources, Risk Management, Strategy, Testing, Financial Analysis, Security, Networking, Software Project..., ERP, Management Consulting, Data Warehousing, Interviews, Resource Management, Budgets, Rules Engines, IT Management, MS Project, Business Process..., Governance, SharePoint, PMP
Education
University of Hawaii at Manoa
BA
Farrington High School
Diploma
California State University-Los Angeles
Jennifer Liu Jennifer Liu's Lehman Brothers Experience September 2007 - April 2009
Job
Industry Financial Services
Experience
Instinet LLC December 2012 - Present
Nomura Securities International April 2009 - December 2012
Lehman Brothers September 2007 - April 2009
Lehman Brothers July 2003 - August 2007
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2003
B.S., Finance and Information Technology
Carnegie Mellon University
Instinet LLC December 2012 - Present
Nomura Securities International April 2009 - December 2012
Lehman Brothers September 2007 - April 2009
Lehman Brothers July 2003 - August 2007
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2003
B.S., Finance and Information Technology
Carnegie Mellon University
Lee Berkowitz Lee Berkowitz's Lehman Brothers Experience July 2005 - October 2008
Job Portfolio Manager at MKP Capital Management
Industry
Experience
MKP Capital Management July 2014 - Present
Nomura Securities February 2012 - July 2014
Nomura Securities June 2009 - February 2012
Citi October 2008 - June 2009
Lehman Brothers July 2005 - October 2008
Education
Carnegie Mellon University 2001 — 2005
Bachelors of Science, Computational Science
MKP Capital Management July 2014 - Present
Nomura Securities February 2012 - July 2014
Nomura Securities June 2009 - February 2012
Citi October 2008 - June 2009
Lehman Brothers July 2005 - October 2008
Education
Carnegie Mellon University 2001 — 2005
Bachelors of Science, Computational Science
Jim Mullahey, CISSP, CBCP, GPEN, GSNA Jim Mullahey, CISSP, CBCP, GPEN, GSNA's Lehman Brothers Experience June 2001 - December 2002
Job Cyber Security Practice Manager
Industry Computer & Network Security
Experience
Prevalent Inc. June 2011 - Present
SunGard July 2008 - May 2011
Vitalize IT, LLC January 2003 - July 2008
United Water August 2006 - September 2007
Lehman Brothers June 2001 - December 2002
Donaldson, Lufkin & Jenrette July 2000 - June 2001
Donaldson, Lufkin & Jenrette October 1998 - June 2001
Lehman Brothers June 1996 - October 1998
Merrill Lynch May 1994 - June 1996
Skills
Security, Disaster Recovery, Information Security, Network Security, CISSP, Business Continuity, ISO 27001, Vulnerability Assessment, Governance, Firewalls, Integration, Active Directory, Penetration Testing, Risk Assessment, Servers, Enterprise Software, Program Management, Security Awareness, Project Management, Linux, Cloud Computing, IT Strategy, Incident Management, Information Security..., PCI DSS, Risk Management, Training, Vendor Management, Web Application Security, CEH
Education
Capella University 2013 — 2015
Bachelor's Degree
Montclair State University 1991 — 1994
Hudson Catholic
Prevalent Inc. June 2011 - Present
SunGard July 2008 - May 2011
Vitalize IT, LLC January 2003 - July 2008
United Water August 2006 - September 2007
Lehman Brothers June 2001 - December 2002
Donaldson, Lufkin & Jenrette July 2000 - June 2001
Donaldson, Lufkin & Jenrette October 1998 - June 2001
Lehman Brothers June 1996 - October 1998
Merrill Lynch May 1994 - June 1996
Skills
Security, Disaster Recovery, Information Security, Network Security, CISSP, Business Continuity, ISO 27001, Vulnerability Assessment, Governance, Firewalls, Integration, Active Directory, Penetration Testing, Risk Assessment, Servers, Enterprise Software, Program Management, Security Awareness, Project Management, Linux, Cloud Computing, IT Strategy, Incident Management, Information Security..., PCI DSS, Risk Management, Training, Vendor Management, Web Application Security, CEH
Education
Capella University 2013 — 2015
Bachelor's Degree
Montclair State University 1991 — 1994
Hudson Catholic
Danielle Bajec's Lehman Brothers Experience January 2007 - March 2008
Job Financial Consultant at Rescue One Financial
Industry Financial Services
Experience
Rescue One Financial May 2013 - Present
Skyline Kitchen & Bath July 2010 - May 2013
Hart & Huntington (a Liquid Graphics Company) March 2010 - July 2010
Liquid Graphics LLC July 2008 - April 2010
Lehman Brothers January 2007 - March 2008
Skills
Sales, Account Management, New Business Development, Forecasting, Negotiation, Customer Service, Microsoft Excel, Sales Management
Education
California State University-Long Beach 2001 — 2005
Graphic Design
Rescue One Financial May 2013 - Present
Skyline Kitchen & Bath July 2010 - May 2013
Hart & Huntington (a Liquid Graphics Company) March 2010 - July 2010
Liquid Graphics LLC July 2008 - April 2010
Lehman Brothers January 2007 - March 2008
Skills
Sales, Account Management, New Business Development, Forecasting, Negotiation, Customer Service, Microsoft Excel, Sales Management
Education
California State University-Long Beach 2001 — 2005
Graphic Design
Jason Ma, MBA, PhD's Lehman Brothers Experience 2004 - January 2007
Job Founder & Director at PM Tutoring | Broker at Century 21 Olympic Team
Industry Real Estate
Experience
PM Tutoring 2014 - Present
CENTURY 21® 2009 - Present
714 Realty 2009 - 2014
First Team Real Estate 2011 - 2013
Davenport University 2006 - 2012
American InterContinental University 2004 - 2011
Walden University 2005 - 2010
Lehman Brothers 2004 - January 2007
Winchell's World, Inc. 2001 - 2004
Skills
Real Estate, Higher Education, Adult Education, Educational Leadership, Distance Learning, First Time Home Buyers, Sellers, Short Sales, REO, Foreclosures, Investment Properties
Education
Argosy University
Doctorate, Businesss Administration (Ph.D.)
National University
Master of Business Administration (MBA), Financial Management
California State University-Fullerton
Bachelor of Arts (BA), Business Administration/Accounting
University of California, Los Angeles
Bachelor of Science (BS), Biochemistry
PM Tutoring 2014 - Present
CENTURY 21® 2009 - Present
714 Realty 2009 - 2014
First Team Real Estate 2011 - 2013
Davenport University 2006 - 2012
American InterContinental University 2004 - 2011
Walden University 2005 - 2010
Lehman Brothers 2004 - January 2007
Winchell's World, Inc. 2001 - 2004
Skills
Real Estate, Higher Education, Adult Education, Educational Leadership, Distance Learning, First Time Home Buyers, Sellers, Short Sales, REO, Foreclosures, Investment Properties
Education
Argosy University
Doctorate, Businesss Administration (Ph.D.)
National University
Master of Business Administration (MBA), Financial Management
California State University-Fullerton
Bachelor of Arts (BA), Business Administration/Accounting
University of California, Los Angeles
Bachelor of Science (BS), Biochemistry
Kate Perez Kate Perez's Lehman Brothers Experience October 2007 - September 2008
Job Vice President, Talent Management
Industry Human Resources
Experience
Apria Healthcare October 2009 - Present
Pinnacle, an American Management Services Company June 2009 - October 2009
Kate Perez Consulting Group September 2008 - October 2009
Lehman Brothers October 2007 - September 2008
BNC Mortgage, a Lehman Brothers Company March 2007 - October 2007
New Century Financial 2003 - 2007
Washington Mutual 2000 - 2003
New Century November 1997 - October 2000
The Associates January 1996 - October 1997
Skills
Instructional Design, Leadership Development, Employee Engagement, Organizational..., Performance Management, Leadership, Training, Performance Improvement, Human Resources, Management, Executive Management, Succession Planning, Organizational..., Onboarding, Workforce Planning, Personnel Management, Talent Management, Strategic Planning, E-Learning, Project Planning, Workshop Facilitation, Change Management, Employee Relations
Education
Chapman University 2007 — 2010
Master of Arts, Organizational Leadership
Chapman University 2007 — 2009
Masters Certificate, Organization Development
California State University-Sacramento
Bachelor of Science, Business Administration, Finance
Apria Healthcare October 2009 - Present
Pinnacle, an American Management Services Company June 2009 - October 2009
Kate Perez Consulting Group September 2008 - October 2009
Lehman Brothers October 2007 - September 2008
BNC Mortgage, a Lehman Brothers Company March 2007 - October 2007
New Century Financial 2003 - 2007
Washington Mutual 2000 - 2003
New Century November 1997 - October 2000
The Associates January 1996 - October 1997
Skills
Instructional Design, Leadership Development, Employee Engagement, Organizational..., Performance Management, Leadership, Training, Performance Improvement, Human Resources, Management, Executive Management, Succession Planning, Organizational..., Onboarding, Workforce Planning, Personnel Management, Talent Management, Strategic Planning, E-Learning, Project Planning, Workshop Facilitation, Change Management, Employee Relations
Education
Chapman University 2007 — 2010
Master of Arts, Organizational Leadership
Chapman University 2007 — 2009
Masters Certificate, Organization Development
California State University-Sacramento
Bachelor of Science, Business Administration, Finance
Raj Kanodia Raj Kanodia's Lehman Brothers Experience July 2007 - April 2009
Job Vice President at American Securities
Industry Venture Capital & Private Equity
Experience
American Securities August 2013 - Present
Frontier Spinning Mills December 2013 - Present
American Securities Capital Partners August 2009 - August 2011
Neuberger Berman April 2009 - June 2009
Lehman Brothers July 2007 - April 2009
Merrill Lynch May 2006 - August 2006
Education
Carnegie Mellon University
Electrical & Computer Engineering, Computational Finance
Solon High School
Stanford University Graduate School of Business
Master of Business Administration (MBA)
American Securities August 2013 - Present
Frontier Spinning Mills December 2013 - Present
American Securities Capital Partners August 2009 - August 2011
Neuberger Berman April 2009 - June 2009
Lehman Brothers July 2007 - April 2009
Merrill Lynch May 2006 - August 2006
Education
Carnegie Mellon University
Electrical & Computer Engineering, Computational Finance
Solon High School
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Nitsan Hargil, CFA Nitsan Hargil, CFA's Lehman Brothers Experience July 1996 - March 1999
Job President at Ivy Advocate
Industry Education Management
Experience
Ivy Advocate September 2009 - Present
MegaPatents June 2005 - September 2009
FBR April 2001 - May 2005
Kaufman Bros. April 1999 - April 2001
Lehman Brothers July 1996 - March 1999
Skills
Institutional Investors, Financial Services, Hedge Funds, Alternative Investments, Investment Banking, Investor Relations, Nonprofits, Non-profit..., Non-profit Leadership, Equities, Mergers & Acquisitions, Asset Management, Institutional..., Equity Research, Capital Markets, Derivatives, Due Diligence, Venture Capital, Finance, Emerging Markets, Fixed Income, Private Equity, Financial Modeling, Portfolio Management, Funding, Strategy, Corporate Finance, Investments, Valuation, Series 7, Structured Products, Investment Advisory, Financial Analysis, IPO, Equity Valuation, Financial Markets, Investment Strategies, Financial Advisory, Structured Finance, Financial Structuring, Securities, Investment Management, Wealth Management, Business Valuation, Private Placements, Asset Allocation, Corporate Development, Bonds
Education
UCLA Anderson School of Management 1994 — 1996
MBA, International Finance
California State University-Northridge 1981 — 1985
BA Special Major, Computer Science / Geography
Ivy Advocate September 2009 - Present
MegaPatents June 2005 - September 2009
FBR April 2001 - May 2005
Kaufman Bros. April 1999 - April 2001
Lehman Brothers July 1996 - March 1999
Skills
Institutional Investors, Financial Services, Hedge Funds, Alternative Investments, Investment Banking, Investor Relations, Nonprofits, Non-profit..., Non-profit Leadership, Equities, Mergers & Acquisitions, Asset Management, Institutional..., Equity Research, Capital Markets, Derivatives, Due Diligence, Venture Capital, Finance, Emerging Markets, Fixed Income, Private Equity, Financial Modeling, Portfolio Management, Funding, Strategy, Corporate Finance, Investments, Valuation, Series 7, Structured Products, Investment Advisory, Financial Analysis, IPO, Equity Valuation, Financial Markets, Investment Strategies, Financial Advisory, Structured Finance, Financial Structuring, Securities, Investment Management, Wealth Management, Business Valuation, Private Placements, Asset Allocation, Corporate Development, Bonds
Education
UCLA Anderson School of Management 1994 — 1996
MBA, International Finance
California State University-Northridge 1981 — 1985
BA Special Major, Computer Science / Geography
Rory O'Neill's Lehman Brothers Experience 2005 - 2008
Job Vice President, Chief Investment Office at JP Morgan Chase
Industry Investment Banking
Experience
JP Morgan Chase 2008 - Present
Lehman Brothers 2005 - 2008
Skills
Fixed Income, Bloomberg, Derivatives, Capital Markets, Equities, Investment Banking, Credit Derivatives, Hedge Funds, Structured Products
Education
Cardiff University / Prifysgol Caerdydd 2002 — 2005
Bsc Econ, Economics
JP Morgan Chase 2008 - Present
Lehman Brothers 2005 - 2008
Skills
Fixed Income, Bloomberg, Derivatives, Capital Markets, Equities, Investment Banking, Credit Derivatives, Hedge Funds, Structured Products
Education
Cardiff University / Prifysgol Caerdydd 2002 — 2005
Bsc Econ, Economics
Carol Liu (Email: carol_1206@yahoo.com) Carol Liu (Email: carol_1206@yahoo.com)'s Lehman Brothers Experience October 2005 - September 2008
Job Experienced Senior Financial Analyst with MBA Finance Degree
Industry Investment Banking
Experience
Law Offices of Michael L. Guisti August 2008 - Present
Lehman Brothers October 2005 - September 2008
Dell Computer February 1997 - April 2000
Education
California State University-Los Angeles 2000 — 2003
MBA, Finance
Law Offices of Michael L. Guisti August 2008 - Present
Lehman Brothers October 2005 - September 2008
Dell Computer February 1997 - April 2000
Education
California State University-Los Angeles 2000 — 2003
MBA, Finance
Andrea Lenox Andrea Lenox's Lehman Brothers Experience August 2001 - August 2004
Job Director, Treasury Risk at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America February 2015 - Present
Union Bank November 2010 - February 2015
Nissan North America April 2009 - November 2010
Citigroup - The Student Loan Corporation February 2008 - April 2009
HSBC Securities July 2005 - February 2008
Countrywide Securities Corporation August 2004 - July 2005
Lehman Brothers August 2001 - August 2004
First Alliance Mortgage Company February 1994 - June 1999
Skills
Valuation, Derivatives, Capital Markets, Finance, Portfolio Management, Fixed Income, Financial Modeling, Structured Finance, Mortgage Lending, ALM, Treasury, Treasury Management, Investment Banking, Financial Structuring, Credit Analysis, Financial Reporting, Credit, Financial Risk, Credit Risk, Banking, Bloomberg, Loans, Corporate Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Concentrations in Economics, Entrepreneurship, and Finance
California State University-Fullerton 1990 — 1994
B.A., Business Administration - Concentration in Finance
Hyundai Capital America February 2015 - Present
Union Bank November 2010 - February 2015
Nissan North America April 2009 - November 2010
Citigroup - The Student Loan Corporation February 2008 - April 2009
HSBC Securities July 2005 - February 2008
Countrywide Securities Corporation August 2004 - July 2005
Lehman Brothers August 2001 - August 2004
First Alliance Mortgage Company February 1994 - June 1999
Skills
Valuation, Derivatives, Capital Markets, Finance, Portfolio Management, Fixed Income, Financial Modeling, Structured Finance, Mortgage Lending, ALM, Treasury, Treasury Management, Investment Banking, Financial Structuring, Credit Analysis, Financial Reporting, Credit, Financial Risk, Credit Risk, Banking, Bloomberg, Loans, Corporate Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Concentrations in Economics, Entrepreneurship, and Finance
California State University-Fullerton 1990 — 1994
B.A., Business Administration - Concentration in Finance
Meriam Guirguis's Lehman Brothers Experience 2007 - 2008
Job VP Commercial Banker II
Industry Financial Services
Experience
Synovus October 2015 - Present
BankUnited 2015 - September 2015
PennyMac Loan Services, LLC 2015 - 2015
JPMorgan Chase 2009 - 2015
Saint Mary Senior Care June 2013 - December 2014
LendingTree October 2008 - May 2009
American Home Loans 2008 - 2008
Lehman Brothers 2007 - 2008
LendingTree 2005 - 2007
Skills
Loan Origination, Mortgage Banking, Loans, Financial Analysis, Commercial Lending, Residential Mortgages, Refinance, Mortgage Lending, Credit, FHA, FHA financing, VA loans, Consumer Lending, Mortgage Underwriting, Home Equity Loans, Credit Analysis, Commercial Banking, USDA, Banking, Finance, Portfolio Management, Sales, Small Business Lending, Credit Risk, Mortgage Servicing, Forecasting, Real Estate, Risk Management, Loss Mitigation, Referrals, Strategic Financial..., FHA Financing, VA Loans, Management, Underwriting, Business Development, First Time Home Buyers, Investors, Leadership, Investment Properties, Customer Service, Investments, Foreclosures, Marketing, Strategic Planning, Financial Services, Microsoft Office, REO, Marketing Strategy, Sales Management
Education
ABA Commercial Credit Training
California State University-Fullerton
Bachelor's degree, Psychology
University of La Verne
Master of Business Administration (MBA)
Synovus October 2015 - Present
BankUnited 2015 - September 2015
PennyMac Loan Services, LLC 2015 - 2015
JPMorgan Chase 2009 - 2015
Saint Mary Senior Care June 2013 - December 2014
LendingTree October 2008 - May 2009
American Home Loans 2008 - 2008
Lehman Brothers 2007 - 2008
LendingTree 2005 - 2007
Skills
Loan Origination, Mortgage Banking, Loans, Financial Analysis, Commercial Lending, Residential Mortgages, Refinance, Mortgage Lending, Credit, FHA, FHA financing, VA loans, Consumer Lending, Mortgage Underwriting, Home Equity Loans, Credit Analysis, Commercial Banking, USDA, Banking, Finance, Portfolio Management, Sales, Small Business Lending, Credit Risk, Mortgage Servicing, Forecasting, Real Estate, Risk Management, Loss Mitigation, Referrals, Strategic Financial..., FHA Financing, VA Loans, Management, Underwriting, Business Development, First Time Home Buyers, Investors, Leadership, Investment Properties, Customer Service, Investments, Foreclosures, Marketing, Strategic Planning, Financial Services, Microsoft Office, REO, Marketing Strategy, Sales Management
Education
ABA Commercial Credit Training
California State University-Fullerton
Bachelor's degree, Psychology
University of La Verne
Master of Business Administration (MBA)
Clement Chen Clement Chen's Lehman Brothers Experience May 2006 - August 2006
Job Program Manager, Information Security Compliance at Live Nation
Industry Entertainment
Experience
Live Nation May 2013 - Present
DIRECTV October 2011 - May 2013
DIRECTV April 2008 - October 2011
PricewaterhouseCoopers January 2007 - February 2008
Lehman Brothers May 2006 - August 2006
Mercury Insurance June 2005 - August 2005
Skills
CISA, IT Audit, Sarbanes-Oxley Act, COBIT, Internal Audit, Internal Controls, Information Technology, ITIL v3 Foundations..., Auditing, Risk Assessment, Information Security..., Computer Security, GIAC, ITIL, Governance, GSEC, PCI DSS, Security Compliance
Education
University of Arizona, Eller College of Management 2005 — 2006
Master of Science, Management Information Systems
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2004
Bachelor of Arts, Business Administration - Information Systems
Live Nation May 2013 - Present
DIRECTV October 2011 - May 2013
DIRECTV April 2008 - October 2011
PricewaterhouseCoopers January 2007 - February 2008
Lehman Brothers May 2006 - August 2006
Mercury Insurance June 2005 - August 2005
Skills
CISA, IT Audit, Sarbanes-Oxley Act, COBIT, Internal Audit, Internal Controls, Information Technology, ITIL v3 Foundations..., Auditing, Risk Assessment, Information Security..., Computer Security, GIAC, ITIL, Governance, GSEC, PCI DSS, Security Compliance
Education
University of Arizona, Eller College of Management 2005 — 2006
Master of Science, Management Information Systems
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2004
Bachelor of Arts, Business Administration - Information Systems
Kathleen Alcorn Kathleen Alcorn's Lehman Brothers Experience June 2007 - November 2008
Job Creative and resourceful marketing leader; able to think big and execute down to the details.
Industry Marketing and Advertising
Experience
Global Association of Risk Professionals May 2009 - August 2014
British Telecom November 2008 - May 2009
Lehman Brothers June 2007 - November 2008
DGWB Advertising February 1996 - May 2007
Skills
Strategy, Email Marketing, Marketing Strategy, Marketing, Market Research, Advertising, Business Development, Digital Media, Copywriting, Brand Management, Leadership, Management, B2B, Strategic Planning, New Business Development
Education
California State Polytechnic University-Pomona 1987 — 1991
Bachelor of Science, Marketing
Wharton School, University of Pennsylvania 2012 — 2012
Aresty Institute of Executive Education, Marketing Metrics
Global Association of Risk Professionals May 2009 - August 2014
British Telecom November 2008 - May 2009
Lehman Brothers June 2007 - November 2008
DGWB Advertising February 1996 - May 2007
Skills
Strategy, Email Marketing, Marketing Strategy, Marketing, Market Research, Advertising, Business Development, Digital Media, Copywriting, Brand Management, Leadership, Management, B2B, Strategic Planning, New Business Development
Education
California State Polytechnic University-Pomona 1987 — 1991
Bachelor of Science, Marketing
Wharton School, University of Pennsylvania 2012 — 2012
Aresty Institute of Executive Education, Marketing Metrics
Andrew Shen Andrew Shen's Lehman Brothers Experience June 2004 - September 2004
Job MBA Candidate at Chicago Booth School of Business, Supply Chain Planning Manager
Industry Logistics and Supply Chain
Experience
McMaster-Carr January 2011 - Present
McMaster-Carr January 2010 - December 2011
McMaster-Carr January 2009 - December 2009
McMaster-Carr January 2007 - December 2008
McMaster-Carr September 2005 - December 2006
Lehman Brothers June 2004 - September 2004
Skills
Management, Supply Chain, Purchasing, Accounts Receivable, Accounting, Process Improvement, Operations Management, Data Analysis, Business Strategy, Strategic Planning, Research, Supply Chain Management, Analysis, Strategy, Project Management, Leadership, Cross-functional Team..., Banking
Education
The University of Chicago Booth School of Business 2012 — 2015
Current MBA Student, Finance, Accounting, Operations Management
Carleton College 2001 — 2005
B.A, International Relations, Political Economy
McMaster-Carr January 2011 - Present
McMaster-Carr January 2010 - December 2011
McMaster-Carr January 2009 - December 2009
McMaster-Carr January 2007 - December 2008
McMaster-Carr September 2005 - December 2006
Lehman Brothers June 2004 - September 2004
Skills
Management, Supply Chain, Purchasing, Accounts Receivable, Accounting, Process Improvement, Operations Management, Data Analysis, Business Strategy, Strategic Planning, Research, Supply Chain Management, Analysis, Strategy, Project Management, Leadership, Cross-functional Team..., Banking
Education
The University of Chicago Booth School of Business 2012 — 2015
Current MBA Student, Finance, Accounting, Operations Management
Carleton College 2001 — 2005
B.A, International Relations, Political Economy
Joe Laws Joe Laws's Lehman Brothers Experience June 2008 - October 2008
Job Senior Software Engineer at Google
Industry Computer Software
Experience
Google May 2014 - Present
Faysee May 2014 - Present
Gundog Studios June 2011 - Present
Seer, Inc. September 2012 - April 2014
US Army April 2009 - April 2013
Susquehanna International Group October 2008 - April 2009
Lehman Brothers June 2008 - October 2008
Goldman Sachs June 2007 - June 2008
Misc. Jobs May 2003 - June 2007
Skills
Swift, Objective-C, iOS, Scala, Play Framework, Akka, Java, Android, Leadership, Machine Learning, Natural Language..., Big Data, Distributed Systems, Cloud Computing, C, Agile Methodologies, Linux, OpenGL ES, C#, SQL, Software Development, Software Engineering, Algorithms, Databases, .NET, Software Design
Education
Carnegie Mellon University 2006 — 2007
Master of Science (MS), Electrical and Computer Engineering
Carnegie Mellon University 2002 — 2006
Bachelor of Science (BS), Electrical and Computer Engineering, Computer Science, and Biomedical Engineering
Sparta High School 1998 — 2002
Google May 2014 - Present
Faysee May 2014 - Present
Gundog Studios June 2011 - Present
Seer, Inc. September 2012 - April 2014
US Army April 2009 - April 2013
Susquehanna International Group October 2008 - April 2009
Lehman Brothers June 2008 - October 2008
Goldman Sachs June 2007 - June 2008
Misc. Jobs May 2003 - June 2007
Skills
Swift, Objective-C, iOS, Scala, Play Framework, Akka, Java, Android, Leadership, Machine Learning, Natural Language..., Big Data, Distributed Systems, Cloud Computing, C, Agile Methodologies, Linux, OpenGL ES, C#, SQL, Software Development, Software Engineering, Algorithms, Databases, .NET, Software Design
Education
Carnegie Mellon University 2006 — 2007
Master of Science (MS), Electrical and Computer Engineering
Carnegie Mellon University 2002 — 2006
Bachelor of Science (BS), Electrical and Computer Engineering, Computer Science, and Biomedical Engineering
Sparta High School 1998 — 2002
Shannon Roush Shannon Roush's Lehman Brothers Experience August 2006 - August 2007
Job Nanny at Private Nanny
Industry Education Management
Experience
Private Nanny October 2012 - Present
Law Office of John M. Ribarich August 2012 - October 2012
First Baptist Accelerated Academy of Thousand Oaks September 2008 - August 2012
Granada Hills Baptist Elementary School September 2007 - June 2008
Lehman Brothers August 2006 - August 2007
First Baptist Accelerated Academy of Thousand Oaks September 2004 - June 2006
Skills
Administrative..., Curriculum Design, Teaching, Classroom, Event Planning, Fundraising, PowerPoint, Microsoft Word, Customer Service, Differentiated..., Microsoft Office, Microsoft Excel, Leadership
Education
California State University-Northridge 2000 — 2004
Bachelor's degree, Deaf Studies
Moorpark Community College 1998 — 2000
Associate of Arts Degree, Liberal Arts
Private Nanny October 2012 - Present
Law Office of John M. Ribarich August 2012 - October 2012
First Baptist Accelerated Academy of Thousand Oaks September 2008 - August 2012
Granada Hills Baptist Elementary School September 2007 - June 2008
Lehman Brothers August 2006 - August 2007
First Baptist Accelerated Academy of Thousand Oaks September 2004 - June 2006
Skills
Administrative..., Curriculum Design, Teaching, Classroom, Event Planning, Fundraising, PowerPoint, Microsoft Word, Customer Service, Differentiated..., Microsoft Office, Microsoft Excel, Leadership
Education
California State University-Northridge 2000 — 2004
Bachelor's degree, Deaf Studies
Moorpark Community College 1998 — 2000
Associate of Arts Degree, Liberal Arts
Stephanie Matamales Stephanie Matamales's Lehman Brothers Experience May 2004 - March 2008
Job Relationship Manager at Pacific Enterprise Bank
Industry Commercial Real Estate
Experience
Pacific Enterprise Bank October 2014 - Present
Pacific Enterprise Bank July 2012 - Present
Aurora Bank FSB formerly known as Lehman Brothers Bank, FSB March 2008 - June 2012
Lehman Brothers May 2004 - March 2008
Skills
Commercial Mortgages, Residential Mortgages, Credit Analysis, Commercial Lending, Loans, Credit, Small Business Lending, Banking, Portfolio Management, Loan Origination, Underwriting, Mortgage Lending
Education
California State University-Fullerton
Bachelor's degree
Pacific Enterprise Bank October 2014 - Present
Pacific Enterprise Bank July 2012 - Present
Aurora Bank FSB formerly known as Lehman Brothers Bank, FSB March 2008 - June 2012
Lehman Brothers May 2004 - March 2008
Skills
Commercial Mortgages, Residential Mortgages, Credit Analysis, Commercial Lending, Loans, Credit, Small Business Lending, Banking, Portfolio Management, Loan Origination, Underwriting, Mortgage Lending
Education
California State University-Fullerton
Bachelor's degree
Erik Carlson Erik Carlson's Lehman Brothers Experience 1989 - 1990
Job Founder at Financial Engineering and Technology Group LLC
Industry Financial Services
Experience
Financial Engineering and Technology Group LLC December 2014 - Present
Halkyon Alpha LLC February 2013 - September 2014
Armored Wolf LLC May 2008 - January 2013
Beacon Capital Strategies June 2004 - December 2008
Urbanfetch 2000 - 2000
Morgan Stanley 1999 - 2000
Tiger Management 1994 - 1999
Prudential Securities 1990 - 1994
Lehman Brothers 1989 - 1990
Thinking Machines Corporation 1987 - 1988
Skills
Start-ups, Hedge Funds, Entrepreneurship, Fixed Income, Bonds, Trading Systems, Alternative Investments, Market Data, Bloomberg, Emerging Markets, Options, C++, Patents, Commodity, Java
Education
Carnegie Mellon University 1981 — 1989
Ph.D., Computer Engineering
Carnegie Mellon University
M.S., Computer Engineering
Carnegie Mellon University
B.S., Economics
Carnegie Mellon University
Bachelor of Science (B.S.), Electrical Engineering
Financial Engineering and Technology Group LLC December 2014 - Present
Halkyon Alpha LLC February 2013 - September 2014
Armored Wolf LLC May 2008 - January 2013
Beacon Capital Strategies June 2004 - December 2008
Urbanfetch 2000 - 2000
Morgan Stanley 1999 - 2000
Tiger Management 1994 - 1999
Prudential Securities 1990 - 1994
Lehman Brothers 1989 - 1990
Thinking Machines Corporation 1987 - 1988
Skills
Start-ups, Hedge Funds, Entrepreneurship, Fixed Income, Bonds, Trading Systems, Alternative Investments, Market Data, Bloomberg, Emerging Markets, Options, C++, Patents, Commodity, Java
Education
Carnegie Mellon University 1981 — 1989
Ph.D., Computer Engineering
Carnegie Mellon University
M.S., Computer Engineering
Carnegie Mellon University
B.S., Economics
Carnegie Mellon University
Bachelor of Science (B.S.), Electrical Engineering
Joshua Li Joshua Li's Lehman Brothers Experience September 2007 - June 2008
Job Managing Principal and Founder at Act Capital Group
Industry Investment Management
Experience
Act Capital Group January 2014 - Present
a multi-billion dollar hedge fund March 2012 - December 2013
DKR Capital Management June 2008 - December 2011
Lehman Brothers September 2007 - June 2008
Bank of Montreal November 2005 - September 2007
Oracle July 1998 - November 2005
Skills
C++, Perl, Quantitative Analysis, Machine Learning, Statistics, Financial Analysis, Technical Analysis, Quantitative Trading, Systematic Futures, Trend Following, Software Engineering, High Frequency Trading, Econometrics, Time Series Analysis, Stochastic Filtering, Markov Decision..., Chinese, Market Microstructure, Market Anomalies, Behaviorial Finance, Database, Linux, Unix, Bloomberg, Financial Modeling, SQL, KDB, Series 7, Asset Pricing, OOAD, TIBCO, Design Patterns, Series 63, Trading, Systematic, Quantitative Finance, Derivatives, Monte Carlo Simulation, Equities, Hedge Funds, Quant, Financial Markets, Proprietary Trading, Commodities, Capital Markets, Statistical Arbitrage, Electronic Trading, Python, Transact-SQL, SQL server
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
California Institute of Technology 1992 — 1998
PhD, Mathematics
Peking University
B.Sc., Applied Math
Tsinghua University
M.Sc., Applied Math
Act Capital Group January 2014 - Present
a multi-billion dollar hedge fund March 2012 - December 2013
DKR Capital Management June 2008 - December 2011
Lehman Brothers September 2007 - June 2008
Bank of Montreal November 2005 - September 2007
Oracle July 1998 - November 2005
Skills
C++, Perl, Quantitative Analysis, Machine Learning, Statistics, Financial Analysis, Technical Analysis, Quantitative Trading, Systematic Futures, Trend Following, Software Engineering, High Frequency Trading, Econometrics, Time Series Analysis, Stochastic Filtering, Markov Decision..., Chinese, Market Microstructure, Market Anomalies, Behaviorial Finance, Database, Linux, Unix, Bloomberg, Financial Modeling, SQL, KDB, Series 7, Asset Pricing, OOAD, TIBCO, Design Patterns, Series 63, Trading, Systematic, Quantitative Finance, Derivatives, Monte Carlo Simulation, Equities, Hedge Funds, Quant, Financial Markets, Proprietary Trading, Commodities, Capital Markets, Statistical Arbitrage, Electronic Trading, Python, Transact-SQL, SQL server
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
California Institute of Technology 1992 — 1998
PhD, Mathematics
Peking University
B.Sc., Applied Math
Tsinghua University
M.Sc., Applied Math
Mike Merdian Mike Merdian's Lehman Brothers Experience 2002 - 2011
Job VPFinance Manager at MUFG Americas
Industry Financial Services
Experience
MUFG Americas 2015 - Present
Sabal Financial Group LP 2012 - 2015
Aurora Bank FSB 2011 - 2012
Lehman Brothers 2002 - 2011
The Walt Disney Company May 1998 - December 2002
Education
California State University-Fullerton
BA - Finance
MUFG Americas 2015 - Present
Sabal Financial Group LP 2012 - 2015
Aurora Bank FSB 2011 - 2012
Lehman Brothers 2002 - 2011
The Walt Disney Company May 1998 - December 2002
Education
California State University-Fullerton
BA - Finance
Gregory Weiss Gregory Weiss's Lehman Brothers Experience August 2006 - August 2008
Job Senior Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
Lehman Brothers August 2006 - August 2008
Bernstein Global Wealth Management July 2002 - August 2006
AllianceBernstein June 2002 - August 2006
Comdisco June 1988 - May 2002
Memorex 1983 - 1988
Education
San Jose State University 1985 — 1986
MBA, Finance
California State University-Chico 1980 — 1983
B.S., Business Administration, Finance
Del Mar High School 1974 — 1979
Wells Fargo Advisors September 2008 - Present
Lehman Brothers August 2006 - August 2008
Bernstein Global Wealth Management July 2002 - August 2006
AllianceBernstein June 2002 - August 2006
Comdisco June 1988 - May 2002
Memorex 1983 - 1988
Education
San Jose State University 1985 — 1986
MBA, Finance
California State University-Chico 1980 — 1983
B.S., Business Administration, Finance
Del Mar High School 1974 — 1979
Andrew Barrows's Lehman Brothers Experience May 2005 - August 2005
Job Director, Mergers & Acquisitions at Environmental Pest Service
Industry Education Management
Experience
Environmental Pest Service June 2015 - Present
Sterling Partners October 2013 - February 2015
Progressus Therapy September 2013 - February 2015
Progressus Therapy August 2012 - September 2013
Rotary International September 2011 - April 2012
Jabil December 2010 - May 2011
Taylor White April 2008 - May 2011
Guardian Ad Litem January 2009 - December 2010
Protiviti July 2006 - April 2008
Lehman Brothers May 2005 - August 2005
Skills
Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Microsoft Excel, Internal Audit, Sarbanes-Oxley, Mergers, Microsoft Office, PowerPoint, Risk Management, Public Speaking, Finance, Legal Research, Auditing, Leadership, Internal Controls, Policy, Management, Recruiting, Contract Negotiation, Business Development, Consulting, Strategic Planning, Strategy, Analysis, Budgets, Software Documentation, Mergers & Acquisitions, Accounting
Education
National University of Singapore / NUS 2011 — 2012
Certificate, Elementary Mandarin
Stetson University 2008 — 2011
Masters in Business Administration
Stetson University College of Law 2007 — 2011
Juris Doctorate
University of Florida - Warrington College of Business Administration 2003 — 2006
BSBA, Finance, Entrepreneurship
Campbell University 2002 — 2003
Trust Management
Environmental Pest Service June 2015 - Present
Sterling Partners October 2013 - February 2015
Progressus Therapy September 2013 - February 2015
Progressus Therapy August 2012 - September 2013
Rotary International September 2011 - April 2012
Jabil December 2010 - May 2011
Taylor White April 2008 - May 2011
Guardian Ad Litem January 2009 - December 2010
Protiviti July 2006 - April 2008
Lehman Brothers May 2005 - August 2005
Skills
Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Microsoft Excel, Internal Audit, Sarbanes-Oxley, Mergers, Microsoft Office, PowerPoint, Risk Management, Public Speaking, Finance, Legal Research, Auditing, Leadership, Internal Controls, Policy, Management, Recruiting, Contract Negotiation, Business Development, Consulting, Strategic Planning, Strategy, Analysis, Budgets, Software Documentation, Mergers & Acquisitions, Accounting
Education
National University of Singapore / NUS 2011 — 2012
Certificate, Elementary Mandarin
Stetson University 2008 — 2011
Masters in Business Administration
Stetson University College of Law 2007 — 2011
Juris Doctorate
University of Florida - Warrington College of Business Administration 2003 — 2006
BSBA, Finance, Entrepreneurship
Campbell University 2002 — 2003
Trust Management
Bart Visser Bart Visser's Lehman Brothers Experience 2005 - 2008
Job hedge fund start up
Industry Financial Services
Experience
Bridgewater Associates May 2011 - Present
VMB December 2009 - May 2011
IMC November 2008 - December 2009
Lehman Brothers 2005 - 2008
Skills
Quantitative Trading, High Frequency Market..., Programming, Math Times Tables (up...
Education
Caltech 2001 — 2005
PhD, Computer Science
Eindhoven University of Technology 1997 — 2001
BSc / MSc, Mathematics
Bridgewater Associates May 2011 - Present
VMB December 2009 - May 2011
IMC November 2008 - December 2009
Lehman Brothers 2005 - 2008
Skills
Quantitative Trading, High Frequency Market..., Programming, Math Times Tables (up...
Education
Caltech 2001 — 2005
PhD, Computer Science
Eindhoven University of Technology 1997 — 2001
BSc / MSc, Mathematics
Derrick Chang Derrick Chang's Lehman Brothers Experience 2003 - October 2008
Job Director of Technology at Trimba LLC
Industry Information Technology and Services
Experience
Trimba LLC January 2009 - Present
Google October 2008 - January 2009
Lehman Brothers 2003 - October 2008
Merrill Lynch 1999 - 2003
Education
Carnegie Mellon University 1995 — 1999
Bachelors degree in Computer Science
Trimba LLC January 2009 - Present
Google October 2008 - January 2009
Lehman Brothers 2003 - October 2008
Merrill Lynch 1999 - 2003
Education
Carnegie Mellon University 1995 — 1999
Bachelors degree in Computer Science
Zachary Singer Zachary Singer's Lehman Brothers Experience July 2008 - September 2008
Job Financial Services Professional; Actively seeking employment in Melbourne
Industry Financial Services
Experience
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Merrill Lynch May 2005 - September 2005
Skills
Investment Banking, Financial Modeling, Economics, Series 7, Series 63, DCF, Valuation, Corporate Finance
Education
Washington University in St. Louis 2004 — 2008
Bachelors of Arts, Economics, Finance, Accounting, Chinese (Mandarin)
Capital Normal University 2006 — 2006
Bachelors of Arts, Chinese
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Merrill Lynch May 2005 - September 2005
Skills
Investment Banking, Financial Modeling, Economics, Series 7, Series 63, DCF, Valuation, Corporate Finance
Education
Washington University in St. Louis 2004 — 2008
Bachelors of Arts, Economics, Finance, Accounting, Chinese (Mandarin)
Capital Normal University 2006 — 2006
Bachelors of Arts, Chinese
Regina Yurconi Regina Yurconi's Lehman Brothers Experience 2000 - 2005
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citi April 2011 - December 2013
Morgan Stanley May 2005 - April 2011
Lehman Brothers 2000 - 2005
Skills
Software Project..., SQL, Distributed Systems, Stress Testing, CVA, CCAR, Basel III, Dodd-Frank, PMP Project Management..., Business Analysis, Data Analysis, MS Project, PowerPoint, Microsoft Excel, Visio, Access, Core Java, JDBC, JSP, DHTML
Education
Capella University 2007 — 2009
Master's degree, System Design and Development
City University of New York-Brooklyn College 1996 — 2000
Bachelor's degree, Computer and Information Sciences, General
Citi January 2014 - Present
Citi April 2011 - December 2013
Morgan Stanley May 2005 - April 2011
Lehman Brothers 2000 - 2005
Skills
Software Project..., SQL, Distributed Systems, Stress Testing, CVA, CCAR, Basel III, Dodd-Frank, PMP Project Management..., Business Analysis, Data Analysis, MS Project, PowerPoint, Microsoft Excel, Visio, Access, Core Java, JDBC, JSP, DHTML
Education
Capella University 2007 — 2009
Master's degree, System Design and Development
City University of New York-Brooklyn College 1996 — 2000
Bachelor's degree, Computer and Information Sciences, General
John Antis John Antis's Lehman Brothers Experience February 2001 - September 2008
Job Graphic Design, Presentation Developer
Industry Graphic Design
Experience
Barclays Capital September 2008 - December 2008
Lehman Brothers February 2001 - September 2008
Merrill Corporation, Menlo Park, CA April 2000 - February 2001
EPRI September 1999 - December 1999
BankAmerica Leasing & Capital June 1994 - December 1998
Skills
Adobe Creative Suite, Microsoft Excel, Adobe Acrobat
Education
California State University-East Bay 1987 — 2006
Art / Multimedia
Barclays Capital September 2008 - December 2008
Lehman Brothers February 2001 - September 2008
Merrill Corporation, Menlo Park, CA April 2000 - February 2001
EPRI September 1999 - December 1999
BankAmerica Leasing & Capital June 1994 - December 1998
Skills
Adobe Creative Suite, Microsoft Excel, Adobe Acrobat
Education
California State University-East Bay 1987 — 2006
Art / Multimedia
Colin Rafferty Colin Rafferty's Lehman Brothers Experience February 1993 - March 1994
Job
Industry Internet
Experience
Facebook May 2012 - Present
Two Sigma Investments March 2009 - April 2012
Google March 2007 - March 2009
Morgan Stanley April 1998 - March 2007
Merrill Lynch May 1995 - April 1998
Credit Suisse First Boston March 1994 - May 1995
Lehman Brothers February 1993 - March 1994
National Broadcasting Company May 1990 - August 1992
GE Global Research June 1987 - May 1990
Skills
Refereeing, Drinking, Driving
Education
Carnegie Mellon University 1983 — 1987
B.S., Computer Science
Performing Arts High School 1979 — 1983
High School, Drama
Facebook May 2012 - Present
Two Sigma Investments March 2009 - April 2012
Google March 2007 - March 2009
Morgan Stanley April 1998 - March 2007
Merrill Lynch May 1995 - April 1998
Credit Suisse First Boston March 1994 - May 1995
Lehman Brothers February 1993 - March 1994
National Broadcasting Company May 1990 - August 1992
GE Global Research June 1987 - May 1990
Skills
Refereeing, Drinking, Driving
Education
Carnegie Mellon University 1983 — 1987
B.S., Computer Science
Performing Arts High School 1979 — 1983
High School, Drama
Angela Fong's Lehman Brothers Experience October 1994 - February 1998
Job Engineering Director
Industry Computer Software
Experience
Joyent February 2015 - Present
Cisco April 2011 - February 2015
newScale Inc (now part of Cisco) January 2007 - April 2011
Oracle USA March 2003 - January 2007
Credit Suisse First Boston May 1998 - June 2001
Lehman Brothers October 1994 - February 1998
Cathay Pacific Airways January 1991 - March 1994
Skills
Agile Methodologies, Quality Assurance, Cloud Computing, Testing, Technical Writing, Software Development, Management, Business Process, SQL, Program Management, Relase Management, Global Cross-Functional..., Web Services, Test Automation
Education
California State University, Hayward
MBA, Finance
City University of Hong Kong
M.A., Translation and Interpretation
London School of Economics, University of London
M.Sc., Information Systems
University of Hong Kong
B.Sc., Industrial Engineering
Joyent February 2015 - Present
Cisco April 2011 - February 2015
newScale Inc (now part of Cisco) January 2007 - April 2011
Oracle USA March 2003 - January 2007
Credit Suisse First Boston May 1998 - June 2001
Lehman Brothers October 1994 - February 1998
Cathay Pacific Airways January 1991 - March 1994
Skills
Agile Methodologies, Quality Assurance, Cloud Computing, Testing, Technical Writing, Software Development, Management, Business Process, SQL, Program Management, Relase Management, Global Cross-Functional..., Web Services, Test Automation
Education
California State University, Hayward
MBA, Finance
City University of Hong Kong
M.A., Translation and Interpretation
London School of Economics, University of London
M.Sc., Information Systems
University of Hong Kong
B.Sc., Industrial Engineering
Benjamin Wu's Lehman Brothers Experience July 2000 - October 2008
Job Senior Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2011 - Present
Bank of America October 2010 - July 2011
Lehman Brothers July 2000 - October 2008
Deloitte Consulting May 1999 - August 1999
Lucent Technologies May 1998 - August 1998
Lucent Technologies May 1997 - August 1997
Lucent Technologies May 1996 - August 1996
Skills
Capital Markets, SDLC, Alternative Investments, Management, Financial Markets, Strategy, Enterprise Architecture, Banking, Investment Banking, Financial Services, Emerging Markets, Business Analysis, Financial Risk, Financial Analysis, Interest Rate..., Fixed Income, Corporate Finance, Private Equity, Valuation, Structured Finance, Swaps, Trading Systems, Vendor Management, Market Risk, Investments, Securities, Mergers & Acquisitions, IT Strategy, Executive Management, Reference Data, Equity Trading, Program Management, Leadership, Integration, Business Intelligence, Equities, Risk Management
Education
Columbia University 2004 — 2006
MBA, Finance, General
Carnegie Mellon University 1996 — 2000
BS, Business Administration, Economics, Information Decision Systems
South Brunswick High School 1992 — 1996
Bank of America June 2011 - Present
Bank of America October 2010 - July 2011
Lehman Brothers July 2000 - October 2008
Deloitte Consulting May 1999 - August 1999
Lucent Technologies May 1998 - August 1998
Lucent Technologies May 1997 - August 1997
Lucent Technologies May 1996 - August 1996
Skills
Capital Markets, SDLC, Alternative Investments, Management, Financial Markets, Strategy, Enterprise Architecture, Banking, Investment Banking, Financial Services, Emerging Markets, Business Analysis, Financial Risk, Financial Analysis, Interest Rate..., Fixed Income, Corporate Finance, Private Equity, Valuation, Structured Finance, Swaps, Trading Systems, Vendor Management, Market Risk, Investments, Securities, Mergers & Acquisitions, IT Strategy, Executive Management, Reference Data, Equity Trading, Program Management, Leadership, Integration, Business Intelligence, Equities, Risk Management
Education
Columbia University 2004 — 2006
MBA, Finance, General
Carnegie Mellon University 1996 — 2000
BS, Business Administration, Economics, Information Decision Systems
South Brunswick High School 1992 — 1996
Rahul Malhotra's Lehman Brothers Experience October 2007 - October 2008
Job Portfolio Manager and Quantitative Analyst
Industry Investment Management
Experience
Allianz Global Investors August 2012 - Present
Nomura November 2008 - August 2012
Lehman Brothers October 2007 - October 2008
Skills
Equities, Portfolio Management, Quantitative Analytics, Options, Quantitative Finance, Financial Risk, Portfolio Optimization, Risk Management, Trading Strategies, Asset Management, Proprietary Trading, Investment Management, Derivatives, Investments, R, Equity Derivatives, Trading Systems, Hedge Funds
Education
The University of Texas at Austin
Doctor of Philosophy (Ph.D.), Elementary Particle Physics
California Institute of Technology
Bachelor's Degree, Physics
Allianz Global Investors August 2012 - Present
Nomura November 2008 - August 2012
Lehman Brothers October 2007 - October 2008
Skills
Equities, Portfolio Management, Quantitative Analytics, Options, Quantitative Finance, Financial Risk, Portfolio Optimization, Risk Management, Trading Strategies, Asset Management, Proprietary Trading, Investment Management, Derivatives, Investments, R, Equity Derivatives, Trading Systems, Hedge Funds
Education
The University of Texas at Austin
Doctor of Philosophy (Ph.D.), Elementary Particle Physics
California Institute of Technology
Bachelor's Degree, Physics
Rick Molakala's Lehman Brothers Experience April 2007 - June 2008
Job Investments
Industry Financial Services
Experience
Private. June 2008 - December 2014
IEX Group, Inc. June 2013 - August 2014
Landmark Real Estate Fund June 2008 - March 2011
Lehman Brothers April 2007 - June 2008
Lehman Brothers April 2006 - April 2007
Lehman Brothers July 2005 - April 2006
Lehman Brothers March 2001 - June 2005
Merrill Lynch September 2000 - March 2001
UBS September 1997 - September 2000
Nikko Securities April 1995 - September 1997
Skills
Private Equity, Equities, Trading, Due Diligence, Investments, Business Strategy, Mergers & Acquisitions, Financial Modeling, Asset Management, Business Development, Investment Banking, Venture Capital, Strategy
Education
Canisius College 1987 — 1991
BSC, Finance
Williamsville South High School
Private. June 2008 - December 2014
IEX Group, Inc. June 2013 - August 2014
Landmark Real Estate Fund June 2008 - March 2011
Lehman Brothers April 2007 - June 2008
Lehman Brothers April 2006 - April 2007
Lehman Brothers July 2005 - April 2006
Lehman Brothers March 2001 - June 2005
Merrill Lynch September 2000 - March 2001
UBS September 1997 - September 2000
Nikko Securities April 1995 - September 1997
Skills
Private Equity, Equities, Trading, Due Diligence, Investments, Business Strategy, Mergers & Acquisitions, Financial Modeling, Asset Management, Business Development, Investment Banking, Venture Capital, Strategy
Education
Canisius College 1987 — 1991
BSC, Finance
Williamsville South High School
Dan Kleiman's Lehman Brothers Experience 1998 - 2001
Job MBS Strategies at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
NxGen Modular 2010 - August 2011
Continuity Partners 2009 - May 2010
Integrated Training Center June 2006 - July 2007
Uralsib 2007 - 2007
JP Morgan 2001 - 2006
Lehman Brothers 1998 - 2001
Education
Stanford University 2008 — 2009
MS
Caltech 1994 — 1998
BS
Merrill Lynch August 2011 - Present
NxGen Modular 2010 - August 2011
Continuity Partners 2009 - May 2010
Integrated Training Center June 2006 - July 2007
Uralsib 2007 - 2007
JP Morgan 2001 - 2006
Lehman Brothers 1998 - 2001
Education
Stanford University 2008 — 2009
MS
Caltech 1994 — 1998
BS
Justina Chang's Lehman Brothers Experience July 2006 - September 2008
Job Business Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2013 - Present
Barclays Capital October 2009 - May 2013
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2006 - September 2008
Lehman Brothers June 2005 - August 2005
J.P. Morgan Chase June 2004 - August 2004
Skills
Trading Systems, Electronic Trading, Equities, SDLC, Business Analysis, Futures, Derivatives, Investment Banking, Low Latency, Equity Derivatives
Education
Carnegie Mellon University 2002 — 2006
BS
Deutsche Bank June 2013 - Present
Barclays Capital October 2009 - May 2013
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2006 - September 2008
Lehman Brothers June 2005 - August 2005
J.P. Morgan Chase June 2004 - August 2004
Skills
Trading Systems, Electronic Trading, Equities, SDLC, Business Analysis, Futures, Derivatives, Investment Banking, Low Latency, Equity Derivatives
Education
Carnegie Mellon University 2002 — 2006
BS
Faruk Ahmed's Lehman Brothers Experience April 2007 - October 2007
Job Business Intelligence Analyst, Market Analysis
Industry Information Technology and Services
Experience
MarketStar June 2012 - Present
The Eleven Agency October 2007 - June 2012
Lehman Brothers April 2007 - October 2007
New Century Mortgage July 2003 - May 2007
New Century Financial Corporation May 2003 - February 2004
Skills
Access, Analysis, Business Intelligence, Data Analysis, Microsoft Excel, Microsoft Office, Visio, Project Management, Management, Databases, Customer Service, Business Analysis, Account Management, SQL, Process Improvement, Marketing Strategy
Education
Cal State Fullerton 2007 — 2011
Bachelor of Science (BS), Finance
MarketStar June 2012 - Present
The Eleven Agency October 2007 - June 2012
Lehman Brothers April 2007 - October 2007
New Century Mortgage July 2003 - May 2007
New Century Financial Corporation May 2003 - February 2004
Skills
Access, Analysis, Business Intelligence, Data Analysis, Microsoft Excel, Microsoft Office, Visio, Project Management, Management, Databases, Customer Service, Business Analysis, Account Management, SQL, Process Improvement, Marketing Strategy
Education
Cal State Fullerton 2007 — 2011
Bachelor of Science (BS), Finance
Sundus Kubba's Lehman Brothers Experience June 2008 - August 2008
Job Vice President Investment Banking at Barclays
Industry Investment Banking
Experience
Barclays March 2013 - Present
Barclays Capital August 2009 - March 2013
Lehman Brothers June 2008 - August 2008
Mobius Microsystems January 2005 - May 2007
Asahi Glass Automotive America June 2001 - December 2004
Skills
Venture Capital, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Due Diligence, Mergers & Acquisitions, Bloomberg, Private Equity, Equities, Investments, Finance
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Carleton University 1997 — 2002
MSc, BSc
Barclays March 2013 - Present
Barclays Capital August 2009 - March 2013
Lehman Brothers June 2008 - August 2008
Mobius Microsystems January 2005 - May 2007
Asahi Glass Automotive America June 2001 - December 2004
Skills
Venture Capital, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Due Diligence, Mergers & Acquisitions, Bloomberg, Private Equity, Equities, Investments, Finance
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Carleton University 1997 — 2002
MSc, BSc
Matteo Napoli's Lehman Brothers Experience May 2007 - November 2007
Job Developer at Veterinary Pet Insurance
Industry Information Technology and Services
Experience
Veterinary Pet Insurance March 2008 - Present
Veterinary Pet Insurance (a Nationwide Insurance company) 2008 - Present
Lehman Brothers May 2007 - November 2007
ResMAE Mortgage Corp. January 2005 - May 2007
eValueZone January 2004 - March 2004
Education
California State Polytechnic University-Pomona 1999 — 2004
Veterinary Pet Insurance March 2008 - Present
Veterinary Pet Insurance (a Nationwide Insurance company) 2008 - Present
Lehman Brothers May 2007 - November 2007
ResMAE Mortgage Corp. January 2005 - May 2007
eValueZone January 2004 - March 2004
Education
California State Polytechnic University-Pomona 1999 — 2004
Radu Patrichi, CFA's Lehman Brothers Experience 2008 - 2008
Job Corporate Development at Autodesk
Industry Computer Software
Experience
Autodesk 2015 - Present
Jefferies LLC 2010 - 2015
Barclays Capital 2008 - 2010
Lehman Brothers 2008 - 2008
Campbell Hall 2002 - 2007
BMO Capital Markets 2006 - 2006
NWQ Investment Management Co. 2000 - 2006
Networks Electronic Corp. 1997 - 2000
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Investments, Financial Services, Mergers, Risk Management, Due Diligence, Corporate Development, Financial Advisory, Portfolio Management, Investment Management, Equity Research, Financial Modeling, Capital Markets, Aerospace, Industrials, Corporate Finance, Private Equity
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
California State University-Northridge 1997 — 2001
B.S.
Campbell Hall
Autodesk 2015 - Present
Jefferies LLC 2010 - 2015
Barclays Capital 2008 - 2010
Lehman Brothers 2008 - 2008
Campbell Hall 2002 - 2007
BMO Capital Markets 2006 - 2006
NWQ Investment Management Co. 2000 - 2006
Networks Electronic Corp. 1997 - 2000
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Investments, Financial Services, Mergers, Risk Management, Due Diligence, Corporate Development, Financial Advisory, Portfolio Management, Investment Management, Equity Research, Financial Modeling, Capital Markets, Aerospace, Industrials, Corporate Finance, Private Equity
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
California State University-Northridge 1997 — 2001
B.S.
Campbell Hall
Paul Wagner's Lehman Brothers Experience 1999 - 2005
Job CFO at Pfenex Inc
Industry Biotechnology
Experience
Pfenex Inc April 2014 - Present
Allianz Global Investors 2006 - April 2014
PDL BioPharma 2005 - 2006
Lehman Brothers 1999 - 2005
Education
Caltech 1995 — 1999
Ph.D., Chemistry
Pfenex Inc April 2014 - Present
Allianz Global Investors 2006 - April 2014
PDL BioPharma 2005 - 2006
Lehman Brothers 1999 - 2005
Education
Caltech 1995 — 1999
Ph.D., Chemistry
Danny Fang's Lehman Brothers Experience September 2004 - August 2006
Job Finance
Industry Financial Services
Experience
Royal Bank of Scotland July 2008 - December 2011
UBS June 2007 - August 2007
Lehman Brothers September 2004 - August 2006
General Dynamics June 2003 - September 2004
Skills
FX Options, Financial Modeling, Investments, FX trading, Emerging Markets, Fixed Income, Derivatives, Financial Risk, Investment Banking, Bloomberg, Financial Markets, Equities, Capital Markets, FX Trading, Portfolio Management
Education
Carnegie Mellon University 2006 — 2008
MS/MBA, MSCF and MBA
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MS, Business, Computational Finance
The Cooper Union for the Advancement of Science and Art 1999 — 2003
BSc, Electrical Engineering
Royal Bank of Scotland July 2008 - December 2011
UBS June 2007 - August 2007
Lehman Brothers September 2004 - August 2006
General Dynamics June 2003 - September 2004
Skills
FX Options, Financial Modeling, Investments, FX trading, Emerging Markets, Fixed Income, Derivatives, Financial Risk, Investment Banking, Bloomberg, Financial Markets, Equities, Capital Markets, FX Trading, Portfolio Management
Education
Carnegie Mellon University 2006 — 2008
MS/MBA, MSCF and MBA
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MS, Business, Computational Finance
The Cooper Union for the Advancement of Science and Art 1999 — 2003
BSc, Electrical Engineering
Ghassan (Jason) Agaby, CFA, CFP, CIM, FCSI's Lehman Brothers Experience 1988 - 1991
Job SVP, Product Development & Analytics at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds September 2009 - Present
Dynamic Funds May 2005 - September 2009
Dynamic Funds September 2001 - May 2005
Strategic Nova 2001 - 2003
MD Management May 1998 - December 2000
MD Management November 1996 - May 1998
Lehman Brothers 1988 - 1991
Banque Paribas 1986 - 1988
Skills
Investments, Mutual Funds, Investment Strategies, Portfolio Management, Wealth Management, Strategy, Asset Management, Investment Advisory, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Investment Management, Fixed Income, Securities, Financial Services, ETFs, Bloomberg, Retirement Planning, Capital Markets
Education
Calvin College 1984 — 1986
BA, Business
Dynamic Funds September 2009 - Present
Dynamic Funds May 2005 - September 2009
Dynamic Funds September 2001 - May 2005
Strategic Nova 2001 - 2003
MD Management May 1998 - December 2000
MD Management November 1996 - May 1998
Lehman Brothers 1988 - 1991
Banque Paribas 1986 - 1988
Skills
Investments, Mutual Funds, Investment Strategies, Portfolio Management, Wealth Management, Strategy, Asset Management, Investment Advisory, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Investment Management, Fixed Income, Securities, Financial Services, ETFs, Bloomberg, Retirement Planning, Capital Markets
Education
Calvin College 1984 — 1986
BA, Business
Jerrell Watts's Lehman Brothers Experience April 2002 - February 2006
Job Quantitative Researcher at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group August 2008 - Present
Merrill Lynch February 2006 - August 2008
Lehman Brothers April 2002 - February 2006
Morgan Stanley August 1999 - March 2002
D. E. Shaw & Co. March 1998 - August 1999
Skills
Derivatives, Trading Systems, Distributed Systems, Market Making, Electronic Trading, Trading Strategies, Equity Trading, FX trading, Proprietary Trading, Equity Derivatives, High Frequency Trading, Statistical Arbitrage
Education
Caltech 1994 — 1998
MS, PhD, Computer Science
The University of Texas at Austin 1990 — 1994
BS, Computer Science
Citadel Investment Group August 2008 - Present
Merrill Lynch February 2006 - August 2008
Lehman Brothers April 2002 - February 2006
Morgan Stanley August 1999 - March 2002
D. E. Shaw & Co. March 1998 - August 1999
Skills
Derivatives, Trading Systems, Distributed Systems, Market Making, Electronic Trading, Trading Strategies, Equity Trading, FX trading, Proprietary Trading, Equity Derivatives, High Frequency Trading, Statistical Arbitrage
Education
Caltech 1994 — 1998
MS, PhD, Computer Science
The University of Texas at Austin 1990 — 1994
BS, Computer Science
Dae Jin Chang's Lehman Brothers Experience June 2007 - November 2008
Job Quantitative Trading / Research
Industry Investment Banking
Experience
Arxis Capital April 2015 - Present
Goldman Sachs March 2011 - April 2015
Merrill Lynch December 2009 - March 2011
Conductor, Inc. November 2008 - December 2009
Lehman Brothers June 2007 - November 2008
Seoul National University May 2002 - August 2003
Skills
Management, Software Development, Equities, Equity Derivatives, Trading Systems, Quantitative Finance, Financial Modeling, Fixed Income, Investment Banking, Derivatives, Leadership, Capital Markets, Electronic Trading, Java, Market Data, Sybase
Education
New York University 2013 — 2015
Masters, Courant Institute of Mathematics in Finance
Carnegie Mellon University 2003 — 2007
B.S., Computer Science/Engineering
Arxis Capital April 2015 - Present
Goldman Sachs March 2011 - April 2015
Merrill Lynch December 2009 - March 2011
Conductor, Inc. November 2008 - December 2009
Lehman Brothers June 2007 - November 2008
Seoul National University May 2002 - August 2003
Skills
Management, Software Development, Equities, Equity Derivatives, Trading Systems, Quantitative Finance, Financial Modeling, Fixed Income, Investment Banking, Derivatives, Leadership, Capital Markets, Electronic Trading, Java, Market Data, Sybase
Education
New York University 2013 — 2015
Masters, Courant Institute of Mathematics in Finance
Carnegie Mellon University 2003 — 2007
B.S., Computer Science/Engineering
John Schreuders's Lehman Brothers Experience August 2006 - May 2007
Job Engineering Manager and Chief Engineer at Thales Canada Inc.
Industry Computer Software
Experience
Thales Canada Inc. May 2012 - Present
Mitel October 2008 - July 2012
Barclays Capital May 2007 - October 2008
Lehman Brothers August 2006 - May 2007
Morgan Stanley February 2005 - August 2006
Texas Instruments September 2003 - February 2005
Skills
Embedded Linux, Embedded Software, Embedded Systems, USB, Device Drivers, Firmware, Multithreading, Debugging, Processors, SNMP, Symbian, Object Oriented Design, Win32, Software Design, Compilers, Handsets, CORBA, Algorithms, C++, CVS, Visual C++, WLAN, Android, C, SOAP, Software Development, Linux, WiFi, Software Engineering, Wireless, Design Patterns, VoIP, Signal Processing, Eclipse, Distributed Systems, Unit Testing, REST, Architecture, Mobile Communications, Mobile Devices, Java, High Performance..., XML Schema, Computer Science, OOAD, Project Management, Project Planning, System Architecture
Education
Carleton University 2010 — 2012
Master of Engineering (M.Eng.), Software Engineering
Royal Military College of Canada/Collège militaire royal du Canada 1992 — 1996
Bachelor of Engineering (B.Eng.), Software Engineering
Thales Canada Inc. May 2012 - Present
Mitel October 2008 - July 2012
Barclays Capital May 2007 - October 2008
Lehman Brothers August 2006 - May 2007
Morgan Stanley February 2005 - August 2006
Texas Instruments September 2003 - February 2005
Skills
Embedded Linux, Embedded Software, Embedded Systems, USB, Device Drivers, Firmware, Multithreading, Debugging, Processors, SNMP, Symbian, Object Oriented Design, Win32, Software Design, Compilers, Handsets, CORBA, Algorithms, C++, CVS, Visual C++, WLAN, Android, C, SOAP, Software Development, Linux, WiFi, Software Engineering, Wireless, Design Patterns, VoIP, Signal Processing, Eclipse, Distributed Systems, Unit Testing, REST, Architecture, Mobile Communications, Mobile Devices, Java, High Performance..., XML Schema, Computer Science, OOAD, Project Management, Project Planning, System Architecture
Education
Carleton University 2010 — 2012
Master of Engineering (M.Eng.), Software Engineering
Royal Military College of Canada/Collège militaire royal du Canada 1992 — 1996
Bachelor of Engineering (B.Eng.), Software Engineering
Aaron Hicks's Lehman Brothers Experience March 2004 - March 2005
Job Portfolio Manager at Tykhe Capital
Industry Financial Services
Experience
Burtonsville Brewing May 2012 - Present
Innovations to Society 2008 - 2008
Tykhe Capital, LLC March 2005 - August 2007
Lehman Brothers March 2004 - March 2005
Susquehanna International Group July 2001 - March 2004
HNC Software June 2000 - September 2000
Skills
Equity Derivatives, Derivatives, Convertible Bonds, Credit Derivatives, Futures, Hedge Funds, Trading, Risk Management, Proprietary Trading, Options, Volatility, Volatility Arbitrage, Market Making, Correlation Trading, Dispersion, Fixed Income, inflation-indexed bond, TIPS, US Government Bonds, Microsoft Excel, Unix, Statistics, Mathematics, Game Theory, Adventure Travel, Brewing, Matlab, Pascal, Hedging, Economics, Econometrics, Arithmetic, Cycling, Running, Dogs, Poker, Probability, Trading Systems, Bonds, Equities
Education
California Institute of Technology 1998 — 2012
Bachelor of Science, Economics
Long Beach Poly 1995 — 1998
PACE
Burtonsville Brewing May 2012 - Present
Innovations to Society 2008 - 2008
Tykhe Capital, LLC March 2005 - August 2007
Lehman Brothers March 2004 - March 2005
Susquehanna International Group July 2001 - March 2004
HNC Software June 2000 - September 2000
Skills
Equity Derivatives, Derivatives, Convertible Bonds, Credit Derivatives, Futures, Hedge Funds, Trading, Risk Management, Proprietary Trading, Options, Volatility, Volatility Arbitrage, Market Making, Correlation Trading, Dispersion, Fixed Income, inflation-indexed bond, TIPS, US Government Bonds, Microsoft Excel, Unix, Statistics, Mathematics, Game Theory, Adventure Travel, Brewing, Matlab, Pascal, Hedging, Economics, Econometrics, Arithmetic, Cycling, Running, Dogs, Poker, Probability, Trading Systems, Bonds, Equities
Education
California Institute of Technology 1998 — 2012
Bachelor of Science, Economics
Long Beach Poly 1995 — 1998
PACE
Dylan Clear's Lehman Brothers Experience 2002 - 2003
Job Manager at Tag1 Consulting, Inc.
Industry Internet
Experience
Tag1 Consulting, Inc. September 2014 - Present
Advomatic, LLC October 2011 - September 2014
Advomatic, LLC August 2007 - October 2011
Bioneers May 2004 - August 2007
Lehman Brothers 2002 - 2003
American Institute of CPAs 1994 - 2001
Skills
Website Development, Operations Management, Editing, Video, Drupal, Project Management, WordPress, SEO, Multimedia, Online Marketing, CRM, Web Design, Business Development, Strategy, Management, Program Management, User Experience, Software Development, Information Architecture
Education
Capella University 2004 — 2006
MS, Information Technology
New York University 2000 — 2000
Cont Ed, Web Design / Production
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1992
BA, English
Metuchen HS 1984 — 1987
Tag1 Consulting, Inc. September 2014 - Present
Advomatic, LLC October 2011 - September 2014
Advomatic, LLC August 2007 - October 2011
Bioneers May 2004 - August 2007
Lehman Brothers 2002 - 2003
American Institute of CPAs 1994 - 2001
Skills
Website Development, Operations Management, Editing, Video, Drupal, Project Management, WordPress, SEO, Multimedia, Online Marketing, CRM, Web Design, Business Development, Strategy, Management, Program Management, User Experience, Software Development, Information Architecture
Education
Capella University 2004 — 2006
MS, Information Technology
New York University 2000 — 2000
Cont Ed, Web Design / Production
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1992
BA, English
Metuchen HS 1984 — 1987
Alex Lesin's Lehman Brothers Experience October 2007 - October 2008
Job Managing Director, Global Head of Corporate Commodities Structuring at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2008 - 2014
Lehman Brothers October 2007 - October 2008
Goldman Sachs 1997 - 2007
Education
California Institute of Technology 1989 — 1994
PhD, Mathematics
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas) 1982 — 1987
MS, Applied Mathematics
JP Morgan October 2008 - 2014
Lehman Brothers October 2007 - October 2008
Goldman Sachs 1997 - 2007
Education
California Institute of Technology 1989 — 1994
PhD, Mathematics
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas) 1982 — 1987
MS, Applied Mathematics
Ray Olea's Lehman Brothers Experience November 2004 - April 2008
Job Rep at Carrington Mortgage Holdings
Industry Financial Services
Experience
Carrington Holding Company, LLC June 2014 - Present
Carrington Holding Company, LLC December 2012 - March 2014
AWA collections August 2010 - November 2012
Lehman Brothers November 2004 - April 2008
Education
cal state fullerton 1999 — 2005
Carrington Holding Company, LLC June 2014 - Present
Carrington Holding Company, LLC December 2012 - March 2014
AWA collections August 2010 - November 2012
Lehman Brothers November 2004 - April 2008
Education
cal state fullerton 1999 — 2005
Charlene Raytek's Lehman Brothers Experience September 2006 - July 2008
Job Senior Clarity Strategist at Siegelvision
Industry Marketing and Advertising
Experience
Siegelvision August 2013 - Present
Siegel+Gale July 2008 - July 2013
Lehman Brothers September 2006 - July 2008
Merrill Lynch 2004 - 2005
Merrill Lynch 1997 - 2004
BlackburnYoungHaykel Design 1996 - 1997
Lehman Brothers 1992 - 1996
ListerButler Design 1990 - 1992
Siegel+Gale 1985 - 1990
Skills
Corporate Communications, Marketing Communications, Brand Architecture, Content Strategy, Internal Communications, Information Architecture, Strategic Communications, Digital Strategy, Financial Services, Integrated Marketing, Plain Language, Strategic Planning, User Experience, Competitive Analysis, Corporate Branding, Marketing, Brand Development, Brand Management, Creative Strategy, Digital Media, Direct Marketing
Education
Carnegie Mellon University 1983 — 1985
MA, Professional Writing
Waynesburg College 1979 — 1983
BS Business Administration, BA English, Communications
Siegelvision August 2013 - Present
Siegel+Gale July 2008 - July 2013
Lehman Brothers September 2006 - July 2008
Merrill Lynch 2004 - 2005
Merrill Lynch 1997 - 2004
BlackburnYoungHaykel Design 1996 - 1997
Lehman Brothers 1992 - 1996
ListerButler Design 1990 - 1992
Siegel+Gale 1985 - 1990
Skills
Corporate Communications, Marketing Communications, Brand Architecture, Content Strategy, Internal Communications, Information Architecture, Strategic Communications, Digital Strategy, Financial Services, Integrated Marketing, Plain Language, Strategic Planning, User Experience, Competitive Analysis, Corporate Branding, Marketing, Brand Development, Brand Management, Creative Strategy, Digital Media, Direct Marketing
Education
Carnegie Mellon University 1983 — 1985
MA, Professional Writing
Waynesburg College 1979 — 1983
BS Business Administration, BA English, Communications
Victor Zhu's Lehman Brothers Experience 2006 - 2006
Job Product Manager | Intelligent Solutions | Wholesale Banking | V.P. at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase - Intelligent Solutions 2013 - Present
Citigroup - Global Transaction Services - Treasury & Trade Solutions 2007 - 2013
Lehman Brothers 2006 - 2006
Qnor 2005 - 2006
Canon - Canon Development America 2004 - 2005
Balboa Capital 2004 - 2004
Skills
Entrepreneurship, E-commerce, Business Development, Product Management, Program Management, Project Management, Vendor Management, Software Development, Financial Services, Cash Management, Trade Finance, Agile Methodologies
Education
Carnegie Mellon University
Master, Information System Management
University of California, Irvine
B.S., Information and Computer Science
Shanghai Jiao Tong University
Advance Business Chinese
JPMorgan Chase - Intelligent Solutions 2013 - Present
Citigroup - Global Transaction Services - Treasury & Trade Solutions 2007 - 2013
Lehman Brothers 2006 - 2006
Qnor 2005 - 2006
Canon - Canon Development America 2004 - 2005
Balboa Capital 2004 - 2004
Skills
Entrepreneurship, E-commerce, Business Development, Product Management, Program Management, Project Management, Vendor Management, Software Development, Financial Services, Cash Management, Trade Finance, Agile Methodologies
Education
Carnegie Mellon University
Master, Information System Management
University of California, Irvine
B.S., Information and Computer Science
Shanghai Jiao Tong University
Advance Business Chinese
Olga A. Pulido-Crowe's Lehman Brothers Experience 2004 - 2008
Job Senior executive: CAO, general/financial management, bus. dev. & investment banking expertise, human capital management
Industry Investment Banking
Experience
Menlo Park-Atherton Education Foundation 2007 - Present
Summit Preparatory Charter High School 2010 - July 2013
m86 Security January 2011 - December 2012
Lehman Brothers 2004 - 2008
Lehman Brothers 1998 - 2004
Lehman Brothers September 1986 - 2003
Skills
Investments, Investment Banking, Mergers, Business Development, Strategic Planning, Mergers & Acquisitions, Finance, Private Equity, Equities, Project Management, Due Diligence, Human Resources..., Diversity & Inclusion, Non-profit...
Education
Harvard Business School 1984 — 1986
MBA
University of California, Santa Cruz 2011 — 2012
Human Resources Management Certificate with Honors
California State University Stanislaus 1979 — 1983
B.A.
Menlo Park-Atherton Education Foundation 2007 - Present
Summit Preparatory Charter High School 2010 - July 2013
m86 Security January 2011 - December 2012
Lehman Brothers 2004 - 2008
Lehman Brothers 1998 - 2004
Lehman Brothers September 1986 - 2003
Skills
Investments, Investment Banking, Mergers, Business Development, Strategic Planning, Mergers & Acquisitions, Finance, Private Equity, Equities, Project Management, Due Diligence, Human Resources..., Diversity & Inclusion, Non-profit...
Education
Harvard Business School 1984 — 1986
MBA
University of California, Santa Cruz 2011 — 2012
Human Resources Management Certificate with Honors
California State University Stanislaus 1979 — 1983
B.A.
Bhavya Athmaram's Lehman Brothers Experience June 2008 - August 2008
Job Associate at Nomura Securities
Industry Financial Services
Experience
Nomura Securities December 2011 - Present
Deutsche Bank March 2009 - November 2011
Lehman Brothers June 2008 - August 2008
EMC Corporation [in a subsidiary called PiCorp] June 2005 - July 2007
Education
Carnegie Mellon University 2007 — 2008
Masters - Management Info Systems
RV College of Engineering 2001 — 2005
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Nomura Securities December 2011 - Present
Deutsche Bank March 2009 - November 2011
Lehman Brothers June 2008 - August 2008
EMC Corporation [in a subsidiary called PiCorp] June 2005 - July 2007
Education
Carnegie Mellon University 2007 — 2008
Masters - Management Info Systems
RV College of Engineering 2001 — 2005
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Kashif Alvi's Lehman Brothers Experience August 2002 - June 2005
Job Quantitative Scientist at Velocity Merchant Energy, LP
Industry Financial Services
Experience
Velocity Merchant Energy, LP July 2009 - Present
Deutsche Bank June 2005 - June 2009
Lehman Brothers August 2002 - June 2005
Skills
Quantitative Investing, Electronic Trading, Portfolio Optimization, Equity Derivatives, Risk Modeling, Equities, Hedging, Program Trading, Trading, Quantitative Analytics, Statistical Arbitrage, FX Options, Capital Markets, Credit Derivatives, Quantitative Finance, Options, Bloomberg, Trading Strategies, Interest Rate..., Exotic Derivatives, Financial Markets, Swaps, Prime Brokerage, Proprietary Trading, Portfolio Management, Investment Management, VBA, Equity Trading, Global Macro, Financial Engineering
Education
Caltech 1997 — 2002
PhD, Theoretical Physics
Harvard University 1990 — 1994
BA, Physics and Mathematics
Stuyvesant High School 1986 — 1990
HS, Various
Velocity Merchant Energy, LP July 2009 - Present
Deutsche Bank June 2005 - June 2009
Lehman Brothers August 2002 - June 2005
Skills
Quantitative Investing, Electronic Trading, Portfolio Optimization, Equity Derivatives, Risk Modeling, Equities, Hedging, Program Trading, Trading, Quantitative Analytics, Statistical Arbitrage, FX Options, Capital Markets, Credit Derivatives, Quantitative Finance, Options, Bloomberg, Trading Strategies, Interest Rate..., Exotic Derivatives, Financial Markets, Swaps, Prime Brokerage, Proprietary Trading, Portfolio Management, Investment Management, VBA, Equity Trading, Global Macro, Financial Engineering
Education
Caltech 1997 — 2002
PhD, Theoretical Physics
Harvard University 1990 — 1994
BA, Physics and Mathematics
Stuyvesant High School 1986 — 1990
HS, Various
Lee Hsieh's Lehman Brothers Experience May 2007 - August 2007
Job Investment Professional at WI Harper Group
Industry Venture Capital & Private Equity
Experience
WI Harper Group September 2015 - Present
NeuroSky March 2013 - September 2015
Morgan Stanley August 2011 - September 2012
Nomura Securities August 2008 - May 2011
Lehman Brothers May 2007 - August 2007
USAID September 2003 - September 2005
Skills
Financial Modeling, Private Equity, Investment Banking, Business Strategy, Mergers & Acquisitions, Corporate Finance, Portfolio Management, Telecommunications, Technology, Financial Analysis, Operational Due..., M&A, Strategic Partnerships, Business Planning, Business Development, Mobile Health, Connected Devices, Start-ups, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Carnegie Mellon University 2001 — 2003
MSci, Information Networking
National Chiao Tung University 1997 — 2001
BSci, Electrical Engineering
New York University - Polytechnic School of Engineering 1999 — 2000
Study Abroad, Electrical, Electronics and Communications Engineering
WI Harper Group September 2015 - Present
NeuroSky March 2013 - September 2015
Morgan Stanley August 2011 - September 2012
Nomura Securities August 2008 - May 2011
Lehman Brothers May 2007 - August 2007
USAID September 2003 - September 2005
Skills
Financial Modeling, Private Equity, Investment Banking, Business Strategy, Mergers & Acquisitions, Corporate Finance, Portfolio Management, Telecommunications, Technology, Financial Analysis, Operational Due..., M&A, Strategic Partnerships, Business Planning, Business Development, Mobile Health, Connected Devices, Start-ups, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Carnegie Mellon University 2001 — 2003
MSci, Information Networking
National Chiao Tung University 1997 — 2001
BSci, Electrical Engineering
New York University - Polytechnic School of Engineering 1999 — 2000
Study Abroad, Electrical, Electronics and Communications Engineering
Jeremy Sebourn's Lehman Brothers Experience December 2006 - October 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
HDR February 2008 - Present
Lehman Brothers December 2006 - October 2007
BNC Mortgage July 2002 - December 2006
Skills
Microsoft Office
Education
California State University-Long Beach
Orange Coast College
HDR February 2008 - Present
Lehman Brothers December 2006 - October 2007
BNC Mortgage July 2002 - December 2006
Skills
Microsoft Office
Education
California State University-Long Beach
Orange Coast College
Andrew Westhead's Lehman Brothers Experience 2003 - 2008
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2009 - Present
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Skills
Trading System, Statistical Modeling, C++, Electronic Trading, Backtesting, Trading Systems, Quantitative Finance, Equities, Quantitative Investing, Computational..., Equity Trading, Statistical Arbitrage, Quantitative Analytics
Education
Caltech 1998 — 2003
PhD, Applied and Computational Math
Imperial College London 1994 — 1998
MSci, Mathematics
Bank of America Merrill Lynch February 2009 - Present
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Skills
Trading System, Statistical Modeling, C++, Electronic Trading, Backtesting, Trading Systems, Quantitative Finance, Equities, Quantitative Investing, Computational..., Equity Trading, Statistical Arbitrage, Quantitative Analytics
Education
Caltech 1998 — 2003
PhD, Applied and Computational Math
Imperial College London 1994 — 1998
MSci, Mathematics
Brian Marvin's Lehman Brothers Experience April 2000 - March 2002
Job Principal at Marvin & Palmer Associates
Industry Financial Services
Experience
Marvin & Palmer Associates March 2002 - Present
Lehman Brothers April 2000 - March 2002
lehman brothers 2000 - 2002
Lombard Odier Darier Hentsch & Cie August 1995 - June 1997
Skills
Equities, Alternative Investments, Asset Allocation, Investments, Capital Markets, Investment Management, Series 7, Financial Modeling, Financial Services, Investment Strategies, Hedge Funds, Asset Management, Fixed Income, Asset Managment
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2007
MBA
Carleton College 1990 — 1995
BA, Political Science
Marvin & Palmer Associates March 2002 - Present
Lehman Brothers April 2000 - March 2002
lehman brothers 2000 - 2002
Lombard Odier Darier Hentsch & Cie August 1995 - June 1997
Skills
Equities, Alternative Investments, Asset Allocation, Investments, Capital Markets, Investment Management, Series 7, Financial Modeling, Financial Services, Investment Strategies, Hedge Funds, Asset Management, Fixed Income, Asset Managment
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2007
MBA
Carleton College 1990 — 1995
BA, Political Science
Carlo Capil's Lehman Brothers Experience December 2006 - September 2007
Job Technical Lead, Interactive Technology at NBCUniversal, Inc.
Industry Information Technology and Services
Experience
NBCUniversal, Inc. May 2013 - Present
NBCUniversal, Inc. January 2011 - May 2013
March Vision Care Inc January 2009 - January 2011
RazorGator September 2007 - November 2008
Lehman Brothers December 2006 - September 2007
Skills
C#, Microsoft SQL Server, .NET, ASP.NET, ASP.NET MVC, Web Services, AJAX, Agile Methodologies, Business Analysis, Business Intelligence, Visual Studio, Scrum, Project Management, Web Applications, SQL, Crystal Reports, Visio, Software Development
Education
California State University-Long Beach
Bachelor's Degree, Computer Engineering, Computer Science
NBCUniversal, Inc. May 2013 - Present
NBCUniversal, Inc. January 2011 - May 2013
March Vision Care Inc January 2009 - January 2011
RazorGator September 2007 - November 2008
Lehman Brothers December 2006 - September 2007
Skills
C#, Microsoft SQL Server, .NET, ASP.NET, ASP.NET MVC, Web Services, AJAX, Agile Methodologies, Business Analysis, Business Intelligence, Visual Studio, Scrum, Project Management, Web Applications, SQL, Crystal Reports, Visio, Software Development
Education
California State University-Long Beach
Bachelor's Degree, Computer Engineering, Computer Science
Eduardo Tinoco's Lehman Brothers Experience September 2000 - March 2004
Job Associate University Librarian at University of Southern California
Industry Higher Education
Experience
University of Southern California March 2004 - Present
University of Southern California July 2014 - December 2014
University of Southern California July 2011 - June 2014
City of Los Angeles November 2011 - September 2013
University of Southern California March 2004 - July 2011
Lehman Brothers September 2000 - March 2004
Motion Picture Association January 1995 - September 2000
US Army March 1984 - March 1988
Skills
Collection Development, Capital IQ, Research, Databases, Public Speaking, SDC Platinum, Business Research, Book Reviews, Spanish Fluency, Business Information, Library Instruction, Library, Training, Library Research, Academic Libraries, Electronic Resources, Library Science, Library Reference, Information Literacy, Library Management, Cataloging, Metadata, Digital Libraries, Higher Education, Information Retrieval, Archives, Leadership, Teaching, Community Outreach, Veterans Benefits, Veterans Affairs, Editing, Libraries
Education
San Jose State University 1997 — 2000
MLIS, Library Science
California State University-Northridge 1991 — 1995
BA, English
Harvard University 2012 — 2012
University of Southern California March 2004 - Present
University of Southern California July 2014 - December 2014
University of Southern California July 2011 - June 2014
City of Los Angeles November 2011 - September 2013
University of Southern California March 2004 - July 2011
Lehman Brothers September 2000 - March 2004
Motion Picture Association January 1995 - September 2000
US Army March 1984 - March 1988
Skills
Collection Development, Capital IQ, Research, Databases, Public Speaking, SDC Platinum, Business Research, Book Reviews, Spanish Fluency, Business Information, Library Instruction, Library, Training, Library Research, Academic Libraries, Electronic Resources, Library Science, Library Reference, Information Literacy, Library Management, Cataloging, Metadata, Digital Libraries, Higher Education, Information Retrieval, Archives, Leadership, Teaching, Community Outreach, Veterans Benefits, Veterans Affairs, Editing, Libraries
Education
San Jose State University 1997 — 2000
MLIS, Library Science
California State University-Northridge 1991 — 1995
BA, English
Harvard University 2012 — 2012
Ashwin Rajaram's Lehman Brothers Experience May 2008 - August 2008
Job Promontory Financial Group
Industry Management Consulting
Experience
Promontory Financial Group, LLC May 2014 - Present
US Navy April 2010 - Present
Software Engineering Institute December 2013 - May 2015
Booz Allen Hamilton August 2011 - August 2013
Deloitte Consulting July 2009 - July 2011
Lehman Brothers May 2008 - August 2008
Ferris Baker Watts (Royal Bank of Canada) January 2008 - May 2008
Skills
Business Process..., Management Consulting, Program Management, Financial Analysis, Risk Management, Process Improvement, Business Analysis, Financial Modeling, Business Process, Strategy, Business Transformation, Business Intelligence, Data Analysis, Analytics, Analysis, Consulting, Cyber-security, Leadership
Education
Carnegie Mellon University
Master’s Degree, School of Information Systems and Management
The George Washington University
Bachelor of Business Administration (B.B.A.), International Business and Finance
UNSW Australia
Finance and International Business
University of Virginia
Master's Certificate, Cybersecurity Management
Promontory Financial Group, LLC May 2014 - Present
US Navy April 2010 - Present
Software Engineering Institute December 2013 - May 2015
Booz Allen Hamilton August 2011 - August 2013
Deloitte Consulting July 2009 - July 2011
Lehman Brothers May 2008 - August 2008
Ferris Baker Watts (Royal Bank of Canada) January 2008 - May 2008
Skills
Business Process..., Management Consulting, Program Management, Financial Analysis, Risk Management, Process Improvement, Business Analysis, Financial Modeling, Business Process, Strategy, Business Transformation, Business Intelligence, Data Analysis, Analytics, Analysis, Consulting, Cyber-security, Leadership
Education
Carnegie Mellon University
Master’s Degree, School of Information Systems and Management
The George Washington University
Bachelor of Business Administration (B.B.A.), International Business and Finance
UNSW Australia
Finance and International Business
University of Virginia
Master's Certificate, Cybersecurity Management
Rajesh Venkatasubbu's Lehman Brothers Experience May 2008 - August 2008
Job Product and Services at Agile 3 Solutions
Industry Information Technology and Services
Experience
Agile 3 Solutions January 2010 - Present
LiveBolt Identity, LLC March 2009 - December 2009
Lehman Brothers May 2008 - August 2008
Ittiam Systems January 2007 - April 2007
Skills
Product Management, SaaS, Java, Spring, SQL, MySQL, SQLite, Enterprise Software, Product Strategy, Cloud Computing, Information Security, Start-ups, NPI Management, Mobile Application..., Business Intelligence, Analytics, Product Lifecycle..., Agile Methodologies, Product Marketing, APIs, Enterprise Architecture, Software Development, Business Transformation, User Experience, User Interface Design, Requirements Analysis, Cross-functional Team..., Consulting, Software Project..., JavaScript, Web Services, Adobe Flex, Oracle, Design Patterns, Software Engineering, SDLC, PHP, Spring Framework, Security, GRC, IT GRC, Risk Management, Risk Assessment, Information Management, Data Governance, Flex, C++, Mobile Devices, JIRA, Confluence
Education
Carnegie Mellon University 2007 — 2008
Masters (MISM), Information Systems Management
PES Institute of Technology 2003 — 2007
Bachelor of Engineering, Computer Science
Agile 3 Solutions January 2010 - Present
LiveBolt Identity, LLC March 2009 - December 2009
Lehman Brothers May 2008 - August 2008
Ittiam Systems January 2007 - April 2007
Skills
Product Management, SaaS, Java, Spring, SQL, MySQL, SQLite, Enterprise Software, Product Strategy, Cloud Computing, Information Security, Start-ups, NPI Management, Mobile Application..., Business Intelligence, Analytics, Product Lifecycle..., Agile Methodologies, Product Marketing, APIs, Enterprise Architecture, Software Development, Business Transformation, User Experience, User Interface Design, Requirements Analysis, Cross-functional Team..., Consulting, Software Project..., JavaScript, Web Services, Adobe Flex, Oracle, Design Patterns, Software Engineering, SDLC, PHP, Spring Framework, Security, GRC, IT GRC, Risk Management, Risk Assessment, Information Management, Data Governance, Flex, C++, Mobile Devices, JIRA, Confluence
Education
Carnegie Mellon University 2007 — 2008
Masters (MISM), Information Systems Management
PES Institute of Technology 2003 — 2007
Bachelor of Engineering, Computer Science
Kay Creaves's Lehman Brothers Experience 2002 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Lehman Brothers 2002 - 2008
SIB Mortgage Corp 2002 - 2005
Education
California State University-Chico 1983 — 1988
Lehman Brothers 2002 - 2008
SIB Mortgage Corp 2002 - 2005
Education
California State University-Chico 1983 — 1988
Wuan Luo's Lehman Brothers Experience July 2006 - November 2008
Job Quant Researcher
Industry Capital Markets
Experience
Citadel Group June 2011 - Present
Nomura November 2008 - June 2011
Lehman Brothers July 2006 - November 2008
Education
Caltech 2001 — 2006
Ph.D., Applied & Computational Math
Peking University 1994 — 2001
BS, MS, Applied & Computational Math
High school
Citadel Group June 2011 - Present
Nomura November 2008 - June 2011
Lehman Brothers July 2006 - November 2008
Education
Caltech 2001 — 2006
Ph.D., Applied & Computational Math
Peking University 1994 — 2001
BS, MS, Applied & Computational Math
High school
Mark Bencivenga's Lehman Brothers Experience 2002 - 2007
Job Loan Analyst at Bank of America
Industry Real Estate
Experience
Bank of America May 2009 - Present
Bank of America May 2009 - Present
Velocity Commercial Capital May 2008 - November 2008
Velocity Commercial Capital May 2008 - November 2008
BNC Mortgage June 2002 - December 2007
Lehman Brothers BNC Mortgage January 2002 - January 2007
Lehman Brothers 2002 - 2007
First Federal Bank October 1999 - June 2002
First Nationwide Mortgage 1996 - 1999
Skills
Real Estate, Mortgage Lending, Loans, Commercial Real Estate, Residential Homes, Commercial Mortgages, Finance, Credit Analysis, Property, Condos, Appraisals, Credit Risk, Apartments, Underwriting, Mortgage Banking, Loan Origination, Credit, Residential Mortgages, Refinance, Real Estate Financing
Education
The California State University 1990 — 1996
B.S, Finance
California State University-Northridge 1989 — 1996
B.S., Finance
Pierce Community College 1988 — 1995
A.A, Liberal Arts
Kean College 1985 — 1987
Bank of America May 2009 - Present
Bank of America May 2009 - Present
Velocity Commercial Capital May 2008 - November 2008
Velocity Commercial Capital May 2008 - November 2008
BNC Mortgage June 2002 - December 2007
Lehman Brothers BNC Mortgage January 2002 - January 2007
Lehman Brothers 2002 - 2007
First Federal Bank October 1999 - June 2002
First Nationwide Mortgage 1996 - 1999
Skills
Real Estate, Mortgage Lending, Loans, Commercial Real Estate, Residential Homes, Commercial Mortgages, Finance, Credit Analysis, Property, Condos, Appraisals, Credit Risk, Apartments, Underwriting, Mortgage Banking, Loan Origination, Credit, Residential Mortgages, Refinance, Real Estate Financing
Education
The California State University 1990 — 1996
B.S, Finance
California State University-Northridge 1989 — 1996
B.S., Finance
Pierce Community College 1988 — 1995
A.A, Liberal Arts
Kean College 1985 — 1987
Vinayak Patade's Lehman Brothers Experience 2006 - 2008
Job Executive Director at JPMorgan Chase
Industry Capital Markets
Experience
JPMorgan Chase September 2013 - Present
Barclays Capital November 2006 - September 2013
Lehman Brothers 2006 - 2008
UBS Investment Bank 1997 - 2006
Education
Carleton College 1994 — 1995
JPMorgan Chase September 2013 - Present
Barclays Capital November 2006 - September 2013
Lehman Brothers 2006 - 2008
UBS Investment Bank 1997 - 2006
Education
Carleton College 1994 — 1995
David Coles's Lehman Brothers Experience September 2008 - February 2009
Job Interim Manager Distressed Situations
Industry Management Consulting
Experience
Alvarez & Marsal February 1996 - Present
Campus Crest Communities 2015 - 2015
Campus Crest Communities 2015 - 2015
Campus Crest Communities 2015 - 2015
M*Modal 2013 - 2014
PHH Corporation March 2011 - May 2012
Finlay Fine Jewelry February 2009 - March 2010
Lehman Brothers September 2008 - February 2009
Euro-Pro 2006 - 2008
Applica Consumer Products 2005 - 2006
Skills
Mergers, Strategic Planning, Restructuring, Business Strategy, Due Diligence, Financial Analysis, Financial Modeling, Change Management, Forecasting, Cross-functional Team..., Budgets, Team Building, Mergers & Acquisitions, Finance, Auditing, Management, Strategy, Management Consulting, Private Equity
Education
Cardiff University / Prifysgol Caerdydd 1986 — 1989
Bachelor's degree, economics with accounting
UWIST 1986 — 1989
Bachelor of Science (BSc), Economics
Alvarez & Marsal February 1996 - Present
Campus Crest Communities 2015 - 2015
Campus Crest Communities 2015 - 2015
Campus Crest Communities 2015 - 2015
M*Modal 2013 - 2014
PHH Corporation March 2011 - May 2012
Finlay Fine Jewelry February 2009 - March 2010
Lehman Brothers September 2008 - February 2009
Euro-Pro 2006 - 2008
Applica Consumer Products 2005 - 2006
Skills
Mergers, Strategic Planning, Restructuring, Business Strategy, Due Diligence, Financial Analysis, Financial Modeling, Change Management, Forecasting, Cross-functional Team..., Budgets, Team Building, Mergers & Acquisitions, Finance, Auditing, Management, Strategy, Management Consulting, Private Equity
Education
Cardiff University / Prifysgol Caerdydd 1986 — 1989
Bachelor's degree, economics with accounting
UWIST 1986 — 1989
Bachelor of Science (BSc), Economics
Monica Giannelli, PhD's Lehman Brothers Experience August 2001 - September 2008
Job Quantitative Analyst
Industry Financial Services
Experience
Security Exchange Commission June 2014 - Present
Capstone Investment Advisors January 2013 - March 2014
Barclays Capital September 2008 - December 2012
Lehman Brothers August 2001 - September 2008
Alenia Spa, Rome October 1994 - October 1995
Skills
Quantitative Analytics, Option Pricing Models, Statistics, Volatility Arbitrage, Visual C++, VBA, Matlab
Education
Caltech 1999 — 2001
Post Doctoral, Engineering
University of Florence, Italy 1996 — 1999
Doctor of Philosophy (PhD), Control Engineering
University of Florence, Italy 1989 — 1994
"Laurea" (Master), Electrical and Electronics Engineering
Security Exchange Commission June 2014 - Present
Capstone Investment Advisors January 2013 - March 2014
Barclays Capital September 2008 - December 2012
Lehman Brothers August 2001 - September 2008
Alenia Spa, Rome October 1994 - October 1995
Skills
Quantitative Analytics, Option Pricing Models, Statistics, Volatility Arbitrage, Visual C++, VBA, Matlab
Education
Caltech 1999 — 2001
Post Doctoral, Engineering
University of Florence, Italy 1996 — 1999
Doctor of Philosophy (PhD), Control Engineering
University of Florence, Italy 1989 — 1994
"Laurea" (Master), Electrical and Electronics Engineering
Thomas Yacavone's Lehman Brothers Experience July 1992 - November 1994
Job Director, Chief Risk Officer, Capital Calculations (IHC and ANC) at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
J.P. Morgan July 2014 - May 2015
JP Morgan July 2009 - July 2014
JP Morgan June 2008 - June 2009
Bear Stearns January 2005 - May 2008
Leading Edge Consulting, Inc. December 1994 - December 2004
Lehman Brothers July 1992 - November 1994
Westpac October 1989 - June 1992
Citibank June 1987 - September 1989
Skills
Investment Banking, Fixed Income, Trading Systems, Risk Management, Derivatives, Business Analysis, Program Management, Start-ups, Operational Risk, Equities, Restructuring, Business Process, Data Warehousing, MS Project, Stakeholder Management, Disaster Recovery, Back Office, Banking, Capital Markets, Commodity, Credit Derivatives, Electronic Trading, Emerging Markets, Equity Derivatives, FX Options, Financial Markets, Financial Risk, Financial Services, Integration, Interest Rate..., Investments, Management, Market Data, Market Risk, Mergers & Acquisitions, Middle Office, Options, Portfolio Management, Prime Brokerage, SDLC, Swaps, Trading, Sybase, Vendor Management, Analytics, Bloomberg, Calypso, Leadership, Securities, Software Project...
Education
Carnegie Mellon University 1983 — 1987
B.S., Double Major: Applied Mathematics and Industrial Management
Credit Suisse May 2015 - Present
J.P. Morgan July 2014 - May 2015
JP Morgan July 2009 - July 2014
JP Morgan June 2008 - June 2009
Bear Stearns January 2005 - May 2008
Leading Edge Consulting, Inc. December 1994 - December 2004
Lehman Brothers July 1992 - November 1994
Westpac October 1989 - June 1992
Citibank June 1987 - September 1989
Skills
Investment Banking, Fixed Income, Trading Systems, Risk Management, Derivatives, Business Analysis, Program Management, Start-ups, Operational Risk, Equities, Restructuring, Business Process, Data Warehousing, MS Project, Stakeholder Management, Disaster Recovery, Back Office, Banking, Capital Markets, Commodity, Credit Derivatives, Electronic Trading, Emerging Markets, Equity Derivatives, FX Options, Financial Markets, Financial Risk, Financial Services, Integration, Interest Rate..., Investments, Management, Market Data, Market Risk, Mergers & Acquisitions, Middle Office, Options, Portfolio Management, Prime Brokerage, SDLC, Swaps, Trading, Sybase, Vendor Management, Analytics, Bloomberg, Calypso, Leadership, Securities, Software Project...
Education
Carnegie Mellon University 1983 — 1987
B.S., Double Major: Applied Mathematics and Industrial Management
Robert Servas's Lehman Brothers Experience June 1988 - September 1994
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan August 2003 - Present
Bank One August 2003 - July 2004
Legg Mason Wood Walker August 2000 - August 2003
First Union Securities October 1994 - August 2000
Lehman Brothers June 1988 - September 1994
Skills
Municipalities, Investment Banking, Series 63, Fixed Income, Equities, Derivatives, Bonds, Asset Management, Series 7, Securities, Valuation, Capital Markets, Underwriting, Alternative Investments, Investments, Hedge Funds, Series 24, Financial Modeling
Education
California State University-Fullerton 1983 — 1989
BA, Business Administration and Finance
JP Morgan August 2003 - Present
Bank One August 2003 - July 2004
Legg Mason Wood Walker August 2000 - August 2003
First Union Securities October 1994 - August 2000
Lehman Brothers June 1988 - September 1994
Skills
Municipalities, Investment Banking, Series 63, Fixed Income, Equities, Derivatives, Bonds, Asset Management, Series 7, Securities, Valuation, Capital Markets, Underwriting, Alternative Investments, Investments, Hedge Funds, Series 24, Financial Modeling
Education
California State University-Fullerton 1983 — 1989
BA, Business Administration and Finance
Ali Khiabani's Lehman Brothers Experience 2005 - 2008
Job Trade Specialist at State Street
Industry Financial Services
Experience
State Street February 2008 - Present
Lehman Brothers 2005 - 2008
Education
California State University-Long Beach - College of Business Administration
State Street February 2008 - Present
Lehman Brothers 2005 - 2008
Education
California State University-Long Beach - College of Business Administration
Elizabeth (Liz) Fok's Lehman Brothers Experience AVP, Commercial Credit AnalystBanco PopularAugust 2001 - May 2003
Job VP, Sr Credit Officer, Aurora Bank Commercial Services
Industry Banking
Experience
Lehman Brothers AVP, Commercial Credit AnalystBanco PopularAugust 2001 - May 2003
Tokai Bank 1999 - 2001
Glendale Federal Bank March 1993 - October 1996
Department of the Treasury, Office of Thrift Supervision December 1985 - March 1993
Education
The University of North Dakota 1971 — 1973
California State University-Long Beach
BA, Economics
Lehman Brothers AVP, Commercial Credit AnalystBanco PopularAugust 2001 - May 2003
Tokai Bank 1999 - 2001
Glendale Federal Bank March 1993 - October 1996
Department of the Treasury, Office of Thrift Supervision December 1985 - March 1993
Education
The University of North Dakota 1971 — 1973
California State University-Long Beach
BA, Economics
Terry Berg's Lehman Brothers Experience 1998 - 2008
Job Director/SBA Credit Manager at Union Bank
Industry Banking
Experience
Union Bank January 2012 - Present
Pacific Enterprise Bank November 2010 - January 2012
Mission Lutheran Church 2008 - 2011
Aurora Bank June 2010 - November 2010
First Team Real Estate March 2009 - October 2010
Banking & Real Estate Professional July 2008 - May 2009
Lehman Brothers Small Business Finance March 2008 - July 2008
Lehman Brothers 1998 - 2008
Skills
Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, SBA, Underwriting
Education
California State University-Long Beach - College of Business Administration 1986 — 1988
BS, Financial Management
Union Bank January 2012 - Present
Pacific Enterprise Bank November 2010 - January 2012
Mission Lutheran Church 2008 - 2011
Aurora Bank June 2010 - November 2010
First Team Real Estate March 2009 - October 2010
Banking & Real Estate Professional July 2008 - May 2009
Lehman Brothers Small Business Finance March 2008 - July 2008
Lehman Brothers 1998 - 2008
Skills
Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, SBA, Underwriting
Education
California State University-Long Beach - College of Business Administration 1986 — 1988
BS, Financial Management
Angela Him-Moreno's Lehman Brothers Experience March 2007 - March 2008
Job SBA Credit Executive at Union Bank
Industry Banking
Experience
Union Bank September 2015 - Present
Union Bank May 2014 - Present
GE Capital October 2011 - May 2014
Federal Deposit Insurance Corporation March 2009 - October 2011
Lehman Brothers Bank March 2008 - September 2008
Lehman Brothers March 2007 - March 2008
Lehman Brothers Small Business Finance October 2006 - March 2007
Premier Commercial Bank September 2004 - September 2006
BBVA Bancomer USA (Valley Bank) 2003 - 2004
Washington Mutual Bank 2000 - 2002
Skills
Loans, Commercial Lending, Underwriting, Credit Analysis, SBA, Mortgage Lending, Commercial Mortgages, Small Business Lending, Credit, Banking, Real Estate Financing, Real Estate, Lines Of Credit, Credit Risk, Commercial Banking, Mortgage Banking, Portfolio Management, Refinance, Loan Servicing, Finance
Education
California State University-Los Angeles 1979 — 1982
B.S., Business Administration
Union Bank September 2015 - Present
Union Bank May 2014 - Present
GE Capital October 2011 - May 2014
Federal Deposit Insurance Corporation March 2009 - October 2011
Lehman Brothers Bank March 2008 - September 2008
Lehman Brothers March 2007 - March 2008
Lehman Brothers Small Business Finance October 2006 - March 2007
Premier Commercial Bank September 2004 - September 2006
BBVA Bancomer USA (Valley Bank) 2003 - 2004
Washington Mutual Bank 2000 - 2002
Skills
Loans, Commercial Lending, Underwriting, Credit Analysis, SBA, Mortgage Lending, Commercial Mortgages, Small Business Lending, Credit, Banking, Real Estate Financing, Real Estate, Lines Of Credit, Credit Risk, Commercial Banking, Mortgage Banking, Portfolio Management, Refinance, Loan Servicing, Finance
Education
California State University-Los Angeles 1979 — 1982
B.S., Business Administration
Dmitry Zuckoff's Lehman Brothers Experience 2004 - 2005
Job Consultant, Securitized Products Derivatives at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse September 2014 - Present
Barclays April 2013 - Present
Credit Suisse August 2009 - Present
JP Morgan Chase February 2008 - May 2009
Lehman Brothers 2004 - 2005
Skills
FX, FX Options, Derivatives, Fixed Income, Trading, Trading Systems, Investment Banking, Bloomberg, Capital Markets, Financial Modeling, Electronic Trading, Options
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2008
MS, Computational Finance
Credit Suisse September 2014 - Present
Barclays April 2013 - Present
Credit Suisse August 2009 - Present
JP Morgan Chase February 2008 - May 2009
Lehman Brothers 2004 - 2005
Skills
FX, FX Options, Derivatives, Fixed Income, Trading, Trading Systems, Investment Banking, Bloomberg, Capital Markets, Financial Modeling, Electronic Trading, Options
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2008
MS, Computational Finance
Tracey Mai's Lehman Brothers Experience December 2004 - December 2009
Job Operations Manager at MicroPac Technologies
Industry Banking
Experience
MicroPac Technologies October 2014 - Present
Aurora Bank Commercial Services January 2010 - November 2012
Lehman Brothers December 2004 - December 2009
CNL Commercial Finance January 2001 - December 2004
Flashcom September 1999 - January 2001
Skills
Financial Analysis, Financial Modeling, Loans, Mortgage Banking, Mortgage Lending, Commercial Mortgages, Securitization, Credit, Mortgage Servicing, Banking, Due Diligence, Mergers & Acquisitions, Commercial Lending, Loan Origination, Financial Structuring
Education
California State University-Fullerton
MicroPac Technologies October 2014 - Present
Aurora Bank Commercial Services January 2010 - November 2012
Lehman Brothers December 2004 - December 2009
CNL Commercial Finance January 2001 - December 2004
Flashcom September 1999 - January 2001
Skills
Financial Analysis, Financial Modeling, Loans, Mortgage Banking, Mortgage Lending, Commercial Mortgages, Securitization, Credit, Mortgage Servicing, Banking, Due Diligence, Mergers & Acquisitions, Commercial Lending, Loan Origination, Financial Structuring
Education
California State University-Fullerton
Sheeba Mehdi's Lehman Brothers Experience 2005 - 2009
Job Vice President, Quality Control at Rushmore Loan Management Services, LLP
Industry Banking
Experience
Rushmore Loan Management Services, LLP October 2012 - Present
Aurora Bank FSB January 2009 - June 2012
Lehman Brothers 2005 - 2009
CNL February 2001 - December 2004
Skills
Word, Excel, Outlook,..., Compliance, Credit
Education
California State University-Long Beach 1995 — 2000
BA, Business Economics
Bankers Edge
Compliance
American Bankers Association
16 weeks online course, AIB Analyzing Financial Statements
Rushmore Loan Management Services, LLP October 2012 - Present
Aurora Bank FSB January 2009 - June 2012
Lehman Brothers 2005 - 2009
CNL February 2001 - December 2004
Skills
Word, Excel, Outlook,..., Compliance, Credit
Education
California State University-Long Beach 1995 — 2000
BA, Business Economics
Bankers Edge
Compliance
American Bankers Association
16 weeks online course, AIB Analyzing Financial Statements
Sheeba Mehdi's Lehman Brothers Experience 2001 - Present
Job AVP/Quality Control Manager
Industry Banking
Experience
Lehman Brothers Bank January 2005 - Present
Lehman Brothers 2001 - Present
CNL COMMERCIAL FINANCE (NOW LEHMAN BROTHERS BANK SBF) 2004 - 2005
CNL COMMERCIAL FINANCE 2002 - 2004
Education
California State University-Long Beach 1997 — 2000
BA, Buisness Economics
Lehman Brothers Bank January 2005 - Present
Lehman Brothers 2001 - Present
CNL COMMERCIAL FINANCE (NOW LEHMAN BROTHERS BANK SBF) 2004 - 2005
CNL COMMERCIAL FINANCE 2002 - 2004
Education
California State University-Long Beach 1997 — 2000
BA, Buisness Economics
Tom Gurrera's Lehman Brothers Experience Vice President - REO ManagerLehman Brothers Bank, FSB2006 - Present
Job Vice President at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers Vice President - REO ManagerLehman Brothers Bank, FSB2006 - Present
RREEF - Deutsche Bank 1999 - 2006
Washington Mutual Bank 1992 - 1998
Education
Cal State Fullerton
MBA, Finance
Lehman Brothers Vice President - REO ManagerLehman Brothers Bank, FSB2006 - Present
RREEF - Deutsche Bank 1999 - 2006
Washington Mutual Bank 1992 - 1998
Education
Cal State Fullerton
MBA, Finance
Kjersti Skattum's Lehman Brothers Experience June 2004 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Plaza Bank 2009 - Present
Lehman Brothers June 2004 - August 2008
Rexinger Medical Group, Inc. April 1996 - April 2004
Education
California State University San Marcos 2002 — 2004
BA, Psychology
Plaza Bank 2009 - Present
Lehman Brothers June 2004 - August 2008
Rexinger Medical Group, Inc. April 1996 - April 2004
Education
California State University San Marcos 2002 — 2004
BA, Psychology
Darshin Patel's Lehman Brothers Experience September 2006 - July 2008
Job VP Global Functions at Citi
Industry Investment Banking
Experience
UBS April 2015 - Present
Citi September 2011 - February 2015
BNP Paribas August 2008 - August 2011
Lehman Brothers September 2006 - July 2008
QAD June 2004 - August 2006
Centurychem, Inc 2001 - 2003
Skills
Business Analysis, Fixed Income, Project Management, Requirements Analysis, Forecasting, Management, Agile & Waterfall..., Equities, Requirements Gathering, Scrum, Process Improvement, Use Case Analysis, Axure RP, Test Cases, Visio, Software Testing, SQL, Functional Requirements, Use Case Diagrams, Risk Management, Change Management, Wire Framing, UML, JIRA, Financial Modeling, Bloomberg, TFS, Investment Banking, Derivatives, Asset Management, Capital Markets, Portfolio Management, Hedge Funds, HP Quality Center, UAT Coordination, Finance, SDLC, Process Flow..., Basel II, Financial Analysis
Education
Best High School 1983 — 1994
GED
California State Polytechnic University-Pomona
San Francisco State University
Bachelor of Science (BS), Finance and Financial Management Services
UBS April 2015 - Present
Citi September 2011 - February 2015
BNP Paribas August 2008 - August 2011
Lehman Brothers September 2006 - July 2008
QAD June 2004 - August 2006
Centurychem, Inc 2001 - 2003
Skills
Business Analysis, Fixed Income, Project Management, Requirements Analysis, Forecasting, Management, Agile & Waterfall..., Equities, Requirements Gathering, Scrum, Process Improvement, Use Case Analysis, Axure RP, Test Cases, Visio, Software Testing, SQL, Functional Requirements, Use Case Diagrams, Risk Management, Change Management, Wire Framing, UML, JIRA, Financial Modeling, Bloomberg, TFS, Investment Banking, Derivatives, Asset Management, Capital Markets, Portfolio Management, Hedge Funds, HP Quality Center, UAT Coordination, Finance, SDLC, Process Flow..., Basel II, Financial Analysis
Education
Best High School 1983 — 1994
GED
California State Polytechnic University-Pomona
San Francisco State University
Bachelor of Science (BS), Finance and Financial Management Services
Donald Higgins's Lehman Brothers Experience September 2007 - October 2008
Job Engineering Manager at TheLadders
Industry Computer Software
Experience
TheLadders December 2014 - Present
Yodle September 2013 - December 2014
Yodle February 2012 - September 2013
Yodle January 2009 - February 2012
Lehman Brothers September 2007 - October 2008
Bank of America June 2006 - December 2006
Canon, Inc. June 2005 - August 2005
Skills
Training, Web Applications, Software Engineering, Cross-functional Team..., Spring, Linux, Agile Methodologies, Software Development, Ruby on Rails, SEO, Java, CSS, Spring Framework
Education
Carnegie Mellon University 2003 — 2007
Bachelor's, Computer Science, Cognitive Science
TheLadders December 2014 - Present
Yodle September 2013 - December 2014
Yodle February 2012 - September 2013
Yodle January 2009 - February 2012
Lehman Brothers September 2007 - October 2008
Bank of America June 2006 - December 2006
Canon, Inc. June 2005 - August 2005
Skills
Training, Web Applications, Software Engineering, Cross-functional Team..., Spring, Linux, Agile Methodologies, Software Development, Ruby on Rails, SEO, Java, CSS, Spring Framework
Education
Carnegie Mellon University 2003 — 2007
Bachelor's, Computer Science, Cognitive Science
Dhanashree Nagre's Lehman Brothers Experience May 2008 - August 2008
Job Software Engineer at Arista Networks, Inc.
Industry Computer Software
Experience
Arista Networks, Inc. September 2013 - Present
Cisco Systems April 2011 - September 2013
Bloomberg June 2009 - March 2011
Lehman Brothers May 2008 - August 2008
Skills
TCP/IP, Perl, Linux, C++, C, Distributed Systems, Ethernet, Algorithms, Data Center, Software Engineering
Education
Carnegie Mellon University 2007 — 2009
Masters of Science, Information Networking
College of Engineering Pune 2003 — 2007
Bachelor of Technology, Electronics and Telecommunications
Arista Networks, Inc. September 2013 - Present
Cisco Systems April 2011 - September 2013
Bloomberg June 2009 - March 2011
Lehman Brothers May 2008 - August 2008
Skills
TCP/IP, Perl, Linux, C++, C, Distributed Systems, Ethernet, Algorithms, Data Center, Software Engineering
Education
Carnegie Mellon University 2007 — 2009
Masters of Science, Information Networking
College of Engineering Pune 2003 — 2007
Bachelor of Technology, Electronics and Telecommunications
Lei Tie's Lehman Brothers Experience April 2007 - December 2008
Job Vice President at LibreMax Capital
Industry Investment Banking
Experience
LibreMax Capital, LLC June 2014 - Present
Barclays Capital May 2010 - May 2014
Keefe, Bruyette & Woods June 2009 - May 2010
Lehman Brothers April 2007 - December 2008
JPMorgan February 2006 - April 2007
Merrill Lynch May 2005 - August 2005
Skills
ABS, MBS, Securitization, Principal Investments, Structuring, Asset Valuation, Student Loans, Auto Loans, Residential Mortgages, NPL, Manufactured Housing, Distressed Asset, Financial Structuring, Banking, Portfolio Management, Loans, Valuation, Investment Banking
Education
Carnegie Mellon University 2001 — 2005
MS, BS
LibreMax Capital, LLC June 2014 - Present
Barclays Capital May 2010 - May 2014
Keefe, Bruyette & Woods June 2009 - May 2010
Lehman Brothers April 2007 - December 2008
JPMorgan February 2006 - April 2007
Merrill Lynch May 2005 - August 2005
Skills
ABS, MBS, Securitization, Principal Investments, Structuring, Asset Valuation, Student Loans, Auto Loans, Residential Mortgages, NPL, Manufactured Housing, Distressed Asset, Financial Structuring, Banking, Portfolio Management, Loans, Valuation, Investment Banking
Education
Carnegie Mellon University 2001 — 2005
MS, BS
JP Jongwon Park's Lehman Brothers Experience April 2006 - September 2008
Job Director at Barclays Capital
Industry Capital Markets
Experience
Barclays Capital July 2009 - Present
Barclays Capital October 2008 - June 2009
Lehman Brothers April 2006 - September 2008
University of Chicago September 2003 - March 2006
Education
Caltech 1998 — 2003
Ph.D., Physics
Barclays Capital July 2009 - Present
Barclays Capital October 2008 - June 2009
Lehman Brothers April 2006 - September 2008
University of Chicago September 2003 - March 2006
Education
Caltech 1998 — 2003
Ph.D., Physics
Donna Hunzeker's Lehman Brothers Experience 1996 - 1997
Job Teacher at Katy ISD
Industry Primary/Secondary Education
Experience
Katy ISD 2013 - Present
Fulton County Schools 2008 - 2012
SouthStar Energy Services 2005 - 2006
EdenCare Senior Living Svcs 1999 - 2003
Hillsborough County 1997 - 1999
Lehman Brothers 1996 - 1997
Skills
Curriculum Design, Classroom, Curriculum Development, Lesson Planning, Classroom Management, Educational Leadership, Differentiated..., Teacher Training
Education
Oglethorpe University 2006 — 2007
MAT
California State University-Dominguez Hills 1983 — 1989
BS
Katy ISD 2013 - Present
Fulton County Schools 2008 - 2012
SouthStar Energy Services 2005 - 2006
EdenCare Senior Living Svcs 1999 - 2003
Hillsborough County 1997 - 1999
Lehman Brothers 1996 - 1997
Skills
Curriculum Design, Classroom, Curriculum Development, Lesson Planning, Classroom Management, Educational Leadership, Differentiated..., Teacher Training
Education
Oglethorpe University 2006 — 2007
MAT
California State University-Dominguez Hills 1983 — 1989
BS
Robert Batt, CFA's Lehman Brothers Experience January 1992 - June 2005
Job at Russell Investments
Industry Financial Services
Experience
JPMorgan Chase June 2005 - January 2009
Lehman Brothers January 1992 - June 2005
Skills
Portfolio Management, Fixed Income, Derivatives, Capital Markets, Credit Risk Management, Credit Research
Education
Fordham University
MBA, Finance
Canisius College
Bachelor of Science (B.S.), Business Administration
JPMorgan Chase June 2005 - January 2009
Lehman Brothers January 1992 - June 2005
Skills
Portfolio Management, Fixed Income, Derivatives, Capital Markets, Credit Risk Management, Credit Research
Education
Fordham University
MBA, Finance
Canisius College
Bachelor of Science (B.S.), Business Administration
Thomas Gurrera's Lehman Brothers Experience 2006 - July 2012
Job Director of Real Estate First Vice President at Hanmi Bank
Industry Financial Services
Experience
Hanmi Bank February 2015 - Present
ReadyCap Commercial October 2012 - Present
Aurora Bank FSB, Commercial Services Division 2009 - July 2012
Lehman Brothers, SBF February 2006 - July 2012
Lehman Brothers 2006 - July 2012
Lehman Brothers Bank 2006 - 2012
Lehman Brothers Bank, FSB 2006 - 2012
RREEF 1999 - 2006
Great Western Bank 1992 - 1999
Skills
Loans, Asset Management, Portfolio Management, Real Estate Economics, Asset Managment, Due Diligence, Commercial Mortgages, Commercial Real Estate, REO, Loan Origination, Real Estate, Mortgage Lending, Asset, Credit, Underwriting, Real Estate Financing, Commercial Lending
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1983 — 1986
MBA, Business Administration
Hanmi Bank February 2015 - Present
ReadyCap Commercial October 2012 - Present
Aurora Bank FSB, Commercial Services Division 2009 - July 2012
Lehman Brothers, SBF February 2006 - July 2012
Lehman Brothers 2006 - July 2012
Lehman Brothers Bank 2006 - 2012
Lehman Brothers Bank, FSB 2006 - 2012
RREEF 1999 - 2006
Great Western Bank 1992 - 1999
Skills
Loans, Asset Management, Portfolio Management, Real Estate Economics, Asset Managment, Due Diligence, Commercial Mortgages, Commercial Real Estate, REO, Loan Origination, Real Estate, Mortgage Lending, Asset, Credit, Underwriting, Real Estate Financing, Commercial Lending
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1983 — 1986
MBA, Business Administration
Robert Wise's Lehman Brothers Experience May 2003 - April 2011
Job AVP Infrastructure Services at TriZetto, A Cognizant Company
Industry Hospital & Health Care
Experience
TriZetto, A Cognizant Company May 2015 - Present
TriZetto Corporation May 2014 - Present
TriZetto, A Cognizant Company 2011 - May 2014
Lehman Brothers May 2003 - April 2011
Skills
Data Warehousing, Business Intelligence, Databases, Master Data Management, Architecture, Analytics, Database Design, Data Management, Database Administration, ETL
Education
California State University-Northridge 1988 — 1993
Bachelor of Arts (BA)
TriZetto, A Cognizant Company May 2015 - Present
TriZetto Corporation May 2014 - Present
TriZetto, A Cognizant Company 2011 - May 2014
Lehman Brothers May 2003 - April 2011
Skills
Data Warehousing, Business Intelligence, Databases, Master Data Management, Architecture, Analytics, Database Design, Data Management, Database Administration, ETL
Education
California State University-Northridge 1988 — 1993
Bachelor of Arts (BA)
Marcin Makowiecki's Lehman Brothers Experience 2008 - 2008
Job at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group December 2010 - Present
Blue Matrix October 2008 - December 2010
Lehman Brothers 2008 - 2008
JPMorgan Chase 2006 - 2008
Education
Princeton University 2004 — 2006
MS, Computer Science
Carnegie Mellon University 1998 — 2002
BS, Computer Science
The Blackstone Group December 2010 - Present
Blue Matrix October 2008 - December 2010
Lehman Brothers 2008 - 2008
JPMorgan Chase 2006 - 2008
Education
Princeton University 2004 — 2006
MS, Computer Science
Carnegie Mellon University 1998 — 2002
BS, Computer Science
Eric Spray's Lehman Brothers Experience 1997 - 2008
Job Financial & Risk Management Professional
Industry Financial Services
Experience
Lehman Brothers 1997 - 2008
Lehman Brothers 1985 - 1997
Education
Carnegie Mellon University 1981 — 1985
BS, Business Administration / Economics
Lehman Brothers 1997 - 2008
Lehman Brothers 1985 - 1997
Education
Carnegie Mellon University 1981 — 1985
BS, Business Administration / Economics
David Djambazov's Lehman Brothers Experience 1999 - 2004
Job producer at tanuki films
Industry Motion Pictures and Film
Experience
tanuki films ltd June 2011 - Present
Maven Pictures July 2011 - September 2011
Maven Pictures May 2011 - June 2011
SnagFilms November 2010 - January 2011
Goldman Sachs 2004 - 2007
Lehman Brothers 1999 - 2004
Education
FAMU 2009 — 2010
Post Grad., Film Directing
Caltech 1995 — 1999
BS, Physics
tanuki films ltd June 2011 - Present
Maven Pictures July 2011 - September 2011
Maven Pictures May 2011 - June 2011
SnagFilms November 2010 - January 2011
Goldman Sachs 2004 - 2007
Lehman Brothers 1999 - 2004
Education
FAMU 2009 — 2010
Post Grad., Film Directing
Caltech 1995 — 1999
BS, Physics
Bruce Witherell's Lehman Brothers Experience 1991 - 2006
Job Managing Director at Promontory Financial Group, LLC
Industry Banking
Experience
Promontory Financial Group, LLC January 2015 - Present
FirstKey, a Cerberus Portfolio Company 2011 - January 2015
Freddie Mac 2009 - 2011
Primestone Partners 2008 - 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 1991 - 2006
The First Boston Corporation 1983 - 1991
Household Finance 1982 - 1983
Skills
Asset Management, Asset Managment, Banking, Capital Markets, Credit, Derivatives, Due Diligence, Executive Management, Fixed Income, Hedge Funds, Investment Banking, Management, Mortgage Lending, Operational Risk, Portfolio Management, Risk Management, Securities, Securitization, Valuation, Structured Finance, Mortgage Banking, Mergers
Education
Carnegie Mellon University 1978 — 1982
BS, Industrial Engineering
Promontory Financial Group, LLC January 2015 - Present
FirstKey, a Cerberus Portfolio Company 2011 - January 2015
Freddie Mac 2009 - 2011
Primestone Partners 2008 - 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 1991 - 2006
The First Boston Corporation 1983 - 1991
Household Finance 1982 - 1983
Skills
Asset Management, Asset Managment, Banking, Capital Markets, Credit, Derivatives, Due Diligence, Executive Management, Fixed Income, Hedge Funds, Investment Banking, Management, Mortgage Lending, Operational Risk, Portfolio Management, Risk Management, Securities, Securitization, Valuation, Structured Finance, Mortgage Banking, Mergers
Education
Carnegie Mellon University 1978 — 1982
BS, Industrial Engineering
Bryan Godfrey-Lanoue's Lehman Brothers Experience January 2006 - October 2008
Job Employee at Barclays Capital
Industry Banking
Experience
Barclays Capital October 2008 - Present
Lehman Brothers January 2006 - October 2008
Advanced Acoustic Concepts 2003 - 2006
Education
Carnegie Mellon University 2007 — 2008
MSCF, Computational Finance
New York University 2001 — 2003
MS, Computer Science
Ithaca College 1996 — 2000
BA, Mathematics, Computer Science
Barclays Capital October 2008 - Present
Lehman Brothers January 2006 - October 2008
Advanced Acoustic Concepts 2003 - 2006
Education
Carnegie Mellon University 2007 — 2008
MSCF, Computational Finance
New York University 2001 — 2003
MS, Computer Science
Ithaca College 1996 — 2000
BA, Mathematics, Computer Science
bruce giedra's Lehman Brothers Experience 2000 - 2003
Job MD in Tax at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers October 2014 - Present
Eton Park Capital Managment February 2011 - September 2013
Nomura March 2010 - February 2011
bank of america 2003 - 2009
Lehman Brothers 2000 - 2003
Bear Stearns 1995 - 2000
Education
Case Western Reserve University School of Law 1984 — 1987
jd, law
Carnegie Mellon University 1980 — 1984
Economics/Business
New York University School of Law
LLM
PricewaterhouseCoopers October 2014 - Present
Eton Park Capital Managment February 2011 - September 2013
Nomura March 2010 - February 2011
bank of america 2003 - 2009
Lehman Brothers 2000 - 2003
Bear Stearns 1995 - 2000
Education
Case Western Reserve University School of Law 1984 — 1987
jd, law
Carnegie Mellon University 1980 — 1984
Economics/Business
New York University School of Law
LLM
Cheryl Hayden Rambeau's Lehman Brothers Experience 2000 - 2008
Job Senior Client Service Associate at UBS
Industry Financial Services
Experience
UBS September 2009 - Present
Lehman Brothers 2000 - 2008
Education
California State University-Long Beach 1999 — 2004
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
UBS September 2009 - Present
Lehman Brothers 2000 - 2008
Education
California State University-Long Beach 1999 — 2004
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Cheryl Shapiro's Lehman Brothers Experience May 2000 - September 2008
Job Analyst at Barclays Wealth & Investment Management, Americas
Industry Financial Services
Experience
Barclays December 2010 - Present
Northern Trust February 2010 - October 2010
Lehman Brothers May 2000 - September 2008
Gruntal & Company June 1990 - May 2000
Wedbush Morgan February 1989 - June 1990
Skills
Investments, Trading, Management, Economics, Equities, Hedge Funds
Education
California State University-Northridge 1996 — 2000
BA, English Literature
Barclays December 2010 - Present
Northern Trust February 2010 - October 2010
Lehman Brothers May 2000 - September 2008
Gruntal & Company June 1990 - May 2000
Wedbush Morgan February 1989 - June 1990
Skills
Investments, Trading, Management, Economics, Equities, Hedge Funds
Education
California State University-Northridge 1996 — 2000
BA, English Literature
Daniel Wallace's Lehman Brothers Experience February 1992 - October 2008
Job Financial Services Executive
Industry Financial Services
Experience
FirstKey May 2015 - Present
Conversion Capital September 2013 - Present
Merchant Bridge Finance September 2013 - Present
Capital Crossing December 2007 - September 2013
Capital Crossing December 2007 - October 2008
Lehman Brothers February 1992 - October 2008
Skills
Venture Capital, Capital Markets, Investments, Portfolio Management, Structured Finance, Management, Investment Properties, Commercial Real Estate, Asset Management, Due Diligence, Financial Structuring, Valuation, Small Business, Financial Modeling, Loans, Banking, Asset Managment
Education
Carnegie Mellon University 1988 — 1991
BS, Information & Decision Systems and Industrial Management
FirstKey May 2015 - Present
Conversion Capital September 2013 - Present
Merchant Bridge Finance September 2013 - Present
Capital Crossing December 2007 - September 2013
Capital Crossing December 2007 - October 2008
Lehman Brothers February 1992 - October 2008
Skills
Venture Capital, Capital Markets, Investments, Portfolio Management, Structured Finance, Management, Investment Properties, Commercial Real Estate, Asset Management, Due Diligence, Financial Structuring, Valuation, Small Business, Financial Modeling, Loans, Banking, Asset Managment
Education
Carnegie Mellon University 1988 — 1991
BS, Information & Decision Systems and Industrial Management
Bruce Brittain's Lehman Brothers Experience 1994 - 1996
Job EVP at PIMCO
Industry Financial Services
Experience
PIMCO January 2002 - Present
Lyster Watson & Company 1998 - 2002
WEB Capital Advisors/Quadrangle Investments 1996 - 2002
Lehman Brothers 1994 - 1996
Swiss Bank Corporation 1991 - 1994
Salomon Brothers 1980 - 1991
Bank for International Settlements September 1977 - December 1980
Education
The University of Chicago 1970 — 1975
PhD, Economics
The London School of Economics and Political Science (LSE) 1969 — 1970
MSc, Economics
Carleton University
BA, Economics & Political Science
PIMCO January 2002 - Present
Lyster Watson & Company 1998 - 2002
WEB Capital Advisors/Quadrangle Investments 1996 - 2002
Lehman Brothers 1994 - 1996
Swiss Bank Corporation 1991 - 1994
Salomon Brothers 1980 - 1991
Bank for International Settlements September 1977 - December 1980
Education
The University of Chicago 1970 — 1975
PhD, Economics
The London School of Economics and Political Science (LSE) 1969 — 1970
MSc, Economics
Carleton University
BA, Economics & Political Science
Carrick Pierce's Lehman Brothers Experience 2006 - 2008
Job Chief Executive Officer at Derivix Corporation
Industry Investment Management
Experience
Derivix Corporation January 2011 - Present
Derivix Corporation November 2009 - December 2010
Parallax Fund, L.P. September 2008 - October 2009
Lehman Brothers 2006 - 2008
Aegis Holdings, LLC 2003 - 2006
Parallax Fund, L.P. 2000 - 2002
Parallax Fund, L.P. 1998 - 2000
Parallax Fund, L.P. 1996 - 1998
Education
Georgetown University 1993 — 1995
BS, Finance
Carnegie Mellon University
Computational Finance
Derivix Corporation January 2011 - Present
Derivix Corporation November 2009 - December 2010
Parallax Fund, L.P. September 2008 - October 2009
Lehman Brothers 2006 - 2008
Aegis Holdings, LLC 2003 - 2006
Parallax Fund, L.P. 2000 - 2002
Parallax Fund, L.P. 1998 - 2000
Parallax Fund, L.P. 1996 - 1998
Education
Georgetown University 1993 — 1995
BS, Finance
Carnegie Mellon University
Computational Finance
Steve Sterling's Lehman Brothers Experience April 2000 - January 2005
Job Managing Director at BlackRock
Industry Venture Capital & Private Equity
Experience
BlackRock April 2010 - Present
The Carlyle Group January 2008 - July 2010
Bear Stearns June 2006 - December 2008
Lehman Brothers April 2000 - January 2005
Banc of America Securities June 1985 - April 2000
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Business Finance
California State University-Sacramento 1981 — 1985
BS, Finance and Economics
BlackRock April 2010 - Present
The Carlyle Group January 2008 - July 2010
Bear Stearns June 2006 - December 2008
Lehman Brothers April 2000 - January 2005
Banc of America Securities June 1985 - April 2000
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Business Finance
California State University-Sacramento 1981 — 1985
BS, Finance and Economics
Christian Michaels's Lehman Brothers Experience February 1998 - August 2008
Job Managing Partner at Strategic Career Partners
Industry Financial Services
Experience
Strategic Career Partners 2009 - Present
Lehman Brothers February 1998 - August 2008
Education
California State University, Fresno 1997 — 2000
MS, Economics
Strategic Career Partners 2009 - Present
Lehman Brothers February 1998 - August 2008
Education
California State University, Fresno 1997 — 2000
MS, Economics
Yuriy Nevmyvaka's Lehman Brothers Experience June 2004 - May 2007
Job Portfolio Manager at SAC Capital
Industry Investment Management
Experience
SAC Capital May 2009 - Present
Banc of America Securities May 2007 - May 2009
Lehman Brothers June 2004 - May 2007
Education
Carnegie Mellon University 2001 — 2005
Ph.D., Finance, Computer Science
Middlebury College 1997 — 2001
BA, Economics, Computer Science
SAC Capital May 2009 - Present
Banc of America Securities May 2007 - May 2009
Lehman Brothers June 2004 - May 2007
Education
Carnegie Mellon University 2001 — 2005
Ph.D., Finance, Computer Science
Middlebury College 1997 — 2001
BA, Economics, Computer Science
Beverly Schoff's Lehman Brothers Experience 1999 - 2008
Job Vice President/Loan Administration Manager at Plaza Bank
Industry Commercial Real Estate
Experience
Plaza Bank September 2008 - Present
Lehman Brothers 1999 - 2008
Education
Cal State Fullerton
Theatre Arts/English
Plaza Bank September 2008 - Present
Lehman Brothers 1999 - 2008
Education
Cal State Fullerton
Theatre Arts/English
Brett Kornfeld's Lehman Brothers Experience May 2006 - September 2008
Job Data Analyst Surveyor Capital
Industry Financial Services
Experience
Citadel LLC May 2015 - Present
DISCERN February 2010 - May 2015
Barclays Capital October 2008 - November 2009
Lehman Brothers May 2006 - September 2008
Lehman Brothers July 2005 - April 2006
Electrophysics Corporation September 2001 - March 2003
Jet Propulsion Laboratory September 1998 - June 2000
Skills
Equities, Equity Research, Hedge Funds, Strategy, Proprietary Trading, Bloomberg, Valuation, Investments, Portfolio Management, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Investment Management
Caltech 1998 — 1999
MS, Physics
Columbia College (NY) 1994 — 1998
BA, Physics
Citadel LLC May 2015 - Present
DISCERN February 2010 - May 2015
Barclays Capital October 2008 - November 2009
Lehman Brothers May 2006 - September 2008
Lehman Brothers July 2005 - April 2006
Electrophysics Corporation September 2001 - March 2003
Jet Propulsion Laboratory September 1998 - June 2000
Skills
Equities, Equity Research, Hedge Funds, Strategy, Proprietary Trading, Bloomberg, Valuation, Investments, Portfolio Management, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Investment Management
Caltech 1998 — 1999
MS, Physics
Columbia College (NY) 1994 — 1998
BA, Physics
Dennis Kelleher's Lehman Brothers Experience 1988 - 1990
Job Consultant, Compliance
Industry Financial Services
Experience
Compliance Consultant 2010 - Present
Commonwealth Financial Network 2004 - 2010
CUSO Financial Services 2003 - 2004
Linsco/Private Ledger (LPL Financial Services) 1997 - 2003
International Mortgage 1992 - 1997
PaineWebber 1990 - 1992
Lehman Brothers 1988 - 1990
Skills
Finance, Series 7, Series 24, Series 63, Compliance Management, Securities Regulation, Broker-Dealer, Compliance Audits, AML, Securities Arbitration, Financial Advisory, Mutual Funds, Investment Advisory, SEC, FINRA, Quality Auditing, USA PATRIOT Act, Dodd-Frank, Options, Alternative Investments, 1031 Exchanges, TIC
Education
California State Polytechnic University-Pomona
B.S., Finance
Compliance Consultant 2010 - Present
Commonwealth Financial Network 2004 - 2010
CUSO Financial Services 2003 - 2004
Linsco/Private Ledger (LPL Financial Services) 1997 - 2003
International Mortgage 1992 - 1997
PaineWebber 1990 - 1992
Lehman Brothers 1988 - 1990
Skills
Finance, Series 7, Series 24, Series 63, Compliance Management, Securities Regulation, Broker-Dealer, Compliance Audits, AML, Securities Arbitration, Financial Advisory, Mutual Funds, Investment Advisory, SEC, FINRA, Quality Auditing, USA PATRIOT Act, Dodd-Frank, Options, Alternative Investments, 1031 Exchanges, TIC
Education
California State Polytechnic University-Pomona
B.S., Finance
Derrick Fragala's Lehman Brothers Experience June 2001 - July 2008
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital May 2009 - Present
Lehman Brothers June 2001 - July 2008
Merrill Lynch May 1989 - March 1995
Education
Caltech 1985 — 1988
B.S., Computer Information Systems
Barclays Capital May 2009 - Present
Lehman Brothers June 2001 - July 2008
Merrill Lynch May 1989 - March 1995
Education
Caltech 1985 — 1988
B.S., Computer Information Systems
Bryan Lanoue's Lehman Brothers Experience January 2006 - September 2008
Job Director at Diorite Capital Management, LLC
Industry Investment Banking
Experience
Diorite Capital Management, LLC July 2013 - Present
Barclays Capital September 2008 - July 2013
Lehman Brothers January 2006 - September 2008
Advanced Acoustic Concepts October 2003 - January 2006
New York University January 2003 - August 2003
Skills
Trading, Equities, Options, Strategy, Risk Management, Analytics, Distributed Systems, Data Mining, Testing, Equity Trading
Education
Carnegie Mellon University 2007 — 2009
Leave of absence, Master of Science in Computational Finance
New York University 2001 — 2003
Master of Science (MS), Computer Science/Concentration in numerical analysis
Ithaca College 1996 — 2000
Bachelor of Arts (BA), Mathematics
Diorite Capital Management, LLC July 2013 - Present
Barclays Capital September 2008 - July 2013
Lehman Brothers January 2006 - September 2008
Advanced Acoustic Concepts October 2003 - January 2006
New York University January 2003 - August 2003
Skills
Trading, Equities, Options, Strategy, Risk Management, Analytics, Distributed Systems, Data Mining, Testing, Equity Trading
Education
Carnegie Mellon University 2007 — 2009
Leave of absence, Master of Science in Computational Finance
New York University 2001 — 2003
Master of Science (MS), Computer Science/Concentration in numerical analysis
Ithaca College 1996 — 2000
Bachelor of Arts (BA), Mathematics
Albert Lin's Lehman Brothers Experience 2007 - 2008
Job Rates Exotics Trader at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital June 2010 - Present
Barclays Capital June 2008 - June 2010
Lehman Brothers 2007 - 2008
Citi 2006 - 2007
Citi 2003 - 2006
Parametric Capital Management 2003 - 2003
Education
Carnegie Mellon University 1999 — 2003
Bachelor of Science (BS), Computer Science
Barclays Capital June 2010 - Present
Barclays Capital June 2008 - June 2010
Lehman Brothers 2007 - 2008
Citi 2006 - 2007
Citi 2003 - 2006
Parametric Capital Management 2003 - 2003
Education
Carnegie Mellon University 1999 — 2003
Bachelor of Science (BS), Computer Science
Yuehu Ou's Lehman Brothers Experience May 2006 - November 2008
Job Senior Application Developer at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's April 2012 - Present
WJB Capital Group, Inc. November 2008 - January 2012
Lehman Brothers May 2006 - November 2008
Career Center at Stony Brook University 2004 - 2005
Skills
Equity Trading, Trading Systems, Java, Java Enterprise Edition, Electronic Trading, Spring, JMS, Unix, Equities, Sybase
Education
Stony Brook University 2005 — 2006
Master, Computer Science
Stony Brook University 2003 — 2005
Bachelor, Computer Science
California State University-Chico 2001 — 2003
Computer Science
Standard & Poor's April 2012 - Present
WJB Capital Group, Inc. November 2008 - January 2012
Lehman Brothers May 2006 - November 2008
Career Center at Stony Brook University 2004 - 2005
Skills
Equity Trading, Trading Systems, Java, Java Enterprise Edition, Electronic Trading, Spring, JMS, Unix, Equities, Sybase
Education
Stony Brook University 2005 — 2006
Master, Computer Science
Stony Brook University 2003 — 2005
Bachelor, Computer Science
California State University-Chico 2001 — 2003
Computer Science
Oi Jong Martel's Lehman Brothers Experience June 1999 - September 2003
Job Settlement Specialist at Western Asset Management
Industry Investment Management
Experience
Western Asset Management 2005 - Present
Bradford & Marzec March 2003 - April 2005
Lehman Brothers June 1999 - September 2003
Skills
Microsoft Office, Bloomberg, Detail Orientation, Fast Learner, Able To Work Under..., Able To Multi-task, Able to work in...
Education
Cal Poly Pomona 1996 — 1999
Bachelor of Arts, Liberal Studies
Mt. San Antonio College 1993 — 1996
Associate, Liberal Studies
Western Asset Management 2005 - Present
Bradford & Marzec March 2003 - April 2005
Lehman Brothers June 1999 - September 2003
Skills
Microsoft Office, Bloomberg, Detail Orientation, Fast Learner, Able To Work Under..., Able To Multi-task, Able to work in...
Education
Cal Poly Pomona 1996 — 1999
Bachelor of Arts, Liberal Studies
Mt. San Antonio College 1993 — 1996
Associate, Liberal Studies
Steven Fockens's Lehman Brothers Experience 1997 - 2007
Job Portfolio Manager/Analyst at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management July 2012 - Present
Neuberger Berman 2007 - March 2012
Lehman Brothers 1997 - 2007
Skills
Equity Research, Portfolio Management, Equities, Asset Managment, Series 7, Valuation, Equity Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Bloomberg, Securities, Investment Management
Education
New York University, Stern School of Business 1991 — 1994
MBA, Finance and Accounting
Carleton College 1987 — 1991
BA, History
Lazard Asset Management July 2012 - Present
Neuberger Berman 2007 - March 2012
Lehman Brothers 1997 - 2007
Skills
Equity Research, Portfolio Management, Equities, Asset Managment, Series 7, Valuation, Equity Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Bloomberg, Securities, Investment Management
Education
New York University, Stern School of Business 1991 — 1994
MBA, Finance and Accounting
Carleton College 1987 — 1991
BA, History
Juan Ovalle's Lehman Brothers Experience March 2005 - May 2008
Job
Industry Real Estate
Experience
Penta Bros., LLC July 2004 - Present
Lehman Brothers March 2005 - May 2008
Long Beach Water Department January 1990 - June 2004
Skills
Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Negotiation, Strategic Planning, Research, Budgets, Customer Service, Public Speaking
Education
California State University-Long Beach 1989 — 1993
Political Science, Public Administration
Penta Bros., LLC July 2004 - Present
Lehman Brothers March 2005 - May 2008
Long Beach Water Department January 1990 - June 2004
Skills
Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Negotiation, Strategic Planning, Research, Budgets, Customer Service, Public Speaking
Education
California State University-Long Beach 1989 — 1993
Political Science, Public Administration
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS