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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Lehman Brothers Employees
City National Bank April 2010 - Present
City National Bank 2010 - 2010
Lehman Brothers Bank 2005 - July 2008
Lehman Brothers 2005 - July 2008
Vineyard Bank 2000 - August 2005
Vineyard Bank 2000 - 2005
First American Bank 1990 - 2000
Skills
Banking, Loans
Education
Citrus College
Irmat Pharmacy May 2015 - Present
Freelance Consultant October 2014 - Present
Beta Theta Pi January 2012 - May 2014
Panorama Productions September 2013 - December 2013
SFX Entertainment, Inc. June 2013 - September 2013
The Natural Sapphire Company June 2006 - August 2012
Barclays Wealth and Investment Management June 2009 - September 2009
Lehman Brothers June 2008 - September 2008
Skills
Blogging, Microsoft Office, Data Entry, Nonprofits, Social Media Marketing, Social Media Strategist, SEO, Google Analytics, Google Adwords, Facebook Marketing, Google+, Twitter, Instagram, Financial Analysis, Music, Music Industry, Nightlife, Nightclub, Concerts, Entertainment, Entertainment Industry, WordPress, Social Media, Public Speaking, Microsoft Excel, Management, Microsoft Word, PowerPoint, Marketing, Social Networking, Research, Event Planning, Writing
Education
University of Maryland College Park 2010 — 2014
Bachelor of Arts (B.A.), History
Charles University in Prague 2011 — 2011
Faculty of Philosophy and Arts, European History
Sapient Global Markets November 2012 - Present
Contax Partners Inc December 2011 - April 2012
Cass Business School September 2009 - October 2011
Goldman Sachs August 2010 - June 2011
JP Morgan July 2008 - April 2009
Lehman Brothers August 2005 - July 2008
Infosys BPO August 2002 - August 2005
Skills
Risk Management, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Business Strategy, Valuation, Management, Business Analysis, Leadership, Operations Management, Oil & Gas Exploration, Analysis, Project Management, Financial Modeling, Competitive Analysis, Mergers, Asset Managment, Private Equity, Entrepreneurship, Asset Management, Training, Strategic Planning, Strategy, Change Management, Team Management, Team Leadership, NGL, Crude and Refined..., Capital Markets, Business Process, Financial Services, Management Consulting, Consulting, Mortgage Lending, Mortgage Servicing, Residential Mortgages
Education
Cass Business School 2009 — 2011
Master of Business Administration (M.B.A.), Management, Finance, Energy, Merit
Council of Petroleum Accountant Societies 2014 — 2015
Accredited Petroleum Accountant certification, Upstream Accounting and Financial Reporting
University of Madras 1998 — 2000
M.A., Public Management
Bharathiar University 1994 — 1997
B.Sc., Physics
Alliance Francaise 2011 — 2011
Level 1 French.
CFA LEVEL 1 CANDIDATE
LPK Investment Group, LLP August 2008 - Present
UBS Investment Bank July 2007 - August 2008
Lehman Brothers May 2004 - July 2007
Citi May 1994 - April 2004
Skills
Investment Management, Alternative Investment..., Long/Short Equity, Risk Arbitrage, Hedge Funds, Business Process..., Process Efficiency, Business Design, Business Process..., Securities Lending, Global Business..., Strategic Planning, Business Process Design, Business Process..., Leadership, Performance Turnaround
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Strategic Planning and Corporate Finance
Carnegie Mellon University
BS, Electrical and Computer Engineering
UBS Wealth Management September 2008 - Present
UBS 2008 - Present
Lehman Brothers September 2003 - September 2008
Morgan Stanley 1996 - 2003
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MBA, Finance and Economics
Carnegie Mellon University 1988 — 1992
BS in Industrial Administration, Economics
Google May 2014 - Present
Divide March 2012 - May 2014
Morgan Stanley January 2010 - March 2012
Morgan Stanley December 2003 - December 2009
ASA Staffing October 1999 - February 2003
Lehman Brothers February 1997 - October 1999
Skills
IT Strategy, Enterprise Software, Leadership, Product Management, Start-ups, Strategy, IT Management, Enterprise Architecture, Mobile Devices, SaaS, Software Development, Wearables, Data Center, Equities
Education
City University of New York
McKinsey & Company October 2014 - Present
Quiet Light Securities July 2013 - October 2014
White Rhino Trading February 2012 - June 2013
Prime International Trading (Kramer Energy) June 2011 - August 2011
Barclays Capital July 2009 - August 2010
Nomura October 2008 - June 2009
Lehman Brothers June 2008 - September 2008
Skills
Quant, Volatility Arbitrage, Equities, Quantitative Investing, Derivatives, Quantitative Finance, Options, Financial Modeling, Commodity, Financial Markets, Trading, Hedging, Capital Markets, Trading Systems, Analytics, Fixed Income, Equity Derivatives, Bloomberg, Electronic Trading
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
MSCF, Computational Finance
National Institute of Technology Karnataka 2004 — 2008
B.Tech, Electronics & Communications Engineering
Jewish Board of Family and Children's Services September 2015 - Present
EY August 2013 - September 2015
GARP April 2010 - August 2013
PricewaterhouseCoopers January 2009 - April 2010
Lehman Brothers July 2007 - September 2008
William Reed Business Media June 2006 - October 2006
Freelance January 2000 - 2006
Universal TV, Heel & Toe Films 2001 - 2005
Paramount Pictures, Heel & Toe Films August 1998 - July 2000
Skills
Project Management, New Business Development, Content Development, Online Advertising, B2B, Social Media, Marketing Communications, Multimedia Marketing..., SEO, Creative Direction, Strategy, Integrated Marketing, Email Marketing, Advertising, Marketing Strategy, Marketing
Education
Cass Business School 2005 — 2006
MBA, Marketing, Strategy
Wesleyan University
BA, English, Film Studies
Carrington Mortgage Services 2013 - Present
PMAC Lending Services 2011 - 2013
San Francisco Chamber Orchestra 2009 - 2011
Wells Fargo 2008 - 2011
Lehman Brothers 2007 - 2008
Fremont Investment & Loan 2001 - 2007
The Associates / Citigroup 1994 - 2001
United States Air Force 1985 - 2000
Transamerica Financial Services 1990 - 1994
Skills
Loans, Underwriting, Mortgage Lending, Mortgage Banking, Credit, Loss Mitigation, Process Improvement, Finance, Residential Mortgages, Credit Analysis, Strategy, FHA, Banking, Mortgage Underwriting, Leadership, Risk Management, Loan Origination, Team Building, Management, Refinance, Strategic Planning, Sales, Financial Services, Commercial Lending, Consumer Lending, Negotiation, Executive Management, Investments, Loan Servicing, USDA, Portfolio Management, VA loans, Commercial Mortgages, Marketing, FHA financing, Real Estate Financing, Small Business Lending, Real Estate, FHA Financing
Education
St. Mary's College of California
Master of Business Administration (M.B.A.)
Chapman University
Bachelor's Degree, Organizational Leadership
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Management Certification, American Financial Services Association
Citi 2007 - Present
UBS Investment Bank 2005 - 2007
Morgan Stanley 2004 - 2005
Lehman Brothers 2003 - 2004
Datek Online Holdings Corp. 1997 - 2003
Skills
Corporate Actions, Asset Servicing, Team Management, Fixed Income, Equities, Financial Risk..., Client Service, Prime Brokerage, Securities Lending, Middle Office, Bloomberg, Settlement, Hedge Funds, Financial Services, Dividends, Capital Markets, Risk Management, Securities
Education
City University of New York
Business Administration
Shift Technologies, Inc. August 2015 - Present
Dropbox June 2014 - August 2015
Facebook March 2013 - May 2014
Facebook September 2012 - March 2013
Facebook May 2011 - September 2012
Teach For America August 2009 - May 2011
Associação de Assistência à Criança Deficiente August 2008 - September 2008
Lehman Brothers June 2008 - August 2008
Lehman Brothers July 2007 - August 2007
Credit Suisse June 2006 - August 2006
Skills
Analysis, Management, Leadership
Education
Harvard University 2005 — 2009
Bachelor of Arts (BA), Psychology, 3.75/4.00
Università di Bologna 2008 — 2008
Escola Superior De Comerç Internacional 2007 — 2007
Choate Rosemary Hall 2001 — 2005
Prep for Prep
Prep for Prep
Ranger Capital Group September 2014 - Present
Invesco June 2013 - August 2013
Self-Employed Professional Poker Player February 2009 - July 2012
Bull Path Capital Management August 2004 - December 2008
Lehman Brothers July 2003 - July 2004
Citi September 2002 - May 2003
Skills
Hedge Funds, Equity Research, Equities, Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investments, Equity Valuation, Private Equity, Alternative Investments, Asset Managment, Fixed Income, Emerging Markets, Entrepreneurship, Finance, Investment Management, Mutual Funds, Portfolio Management, Trading, Financial Analysis, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Charles University in Prague 2002 — 2003
FULBRIGHT Independent Study, Emerging Market Privatizations
Pace University - Lubin School of Business 1997 — 2001
Bachelor of Business Administration (BBA), Finance
Incline Global Management, LLC March 2013 - Present
Magnetar Capital May 2012 - August 2012
Barclays Capital July 2010 - March 2011
Barclays Capital September 2008 - June 2010
Lehman Brothers June 2007 - October 2008
Credit Suisse June 2006 - August 2006
England Securities September 2003 - May 2006
Skills
Financial Modeling, Valuation, Credit Analysis, Investment Banking, Hedge Funds, Research, Equity Research, Corporate Finance, Music Theory, Music Performance, Equities, Asset Managment, Bloomberg, LBO, Capital Markets, High Yield
Education
Columbia Business School 2011 — 2013
MBA, Finance, Value Investing, Asset Management
Georgetown University 2003 — 2007
BBA - Business Administration, Finance, Spanish, Music
Choate Rosemary Hall 2000 — 2003
High School Degree
BNP Paribas February 2015 - Present
BNP Paribas October 2010 - Present
Federal Reserve Bank of New York November 2009 - October 2010
Barclays Capital September 2008 - November 2009
Lehman Brothers July 2007 - September 2008
Harry Winston August 2002 - July 2007
E. Gluck Corp. 2000 - August 2002
Skills
PowerPoint, Microsoft Excel, Event Planning, Communication Skills, Microsoft Office, Online Research, Business Travel, PeopleSoft, Outlook, Microsoft Word, Customer Service, Expenses, Management, Administrative..., Event Management, Leadership
Education
City University of New York 2008 — 2010
BA
University at Albany, SUNY 1996 — 1998
SulAmérica August 2014 - December 2014
Barclays January 2012 - April 2014
Barclays January 2009 - December 2011
Lehman Brothers March 2008 - December 2008
Lehman Brothers June 2007 - August 2007
Cisco January 2007 - May 2007
Skills
Business Analysis, Risk Management, Process Improvement, Trading Systems, Integration, Requirements Gathering, Soft Skills, Requirements Analysis, Databases, Visio, SDLC, Sybase, User Acceptance Testing, Fixed Income, Project Management, Stakeholder Management, Strategy, Management Consulting
Education
Cornell University 2014 — 2015
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (MBA), Strategy, General Management and Emerging Markets
North Carolina State University 2006 — 2007
Masters in Computer Science, Minor in Business
Chaitanya Bharathi Institute Of Technology 2002 — 2006
Bachelor of Engineering, Information Technology, Distinction, top 3 in class
Osmania University 2002 — 2006
Public Financial Management July 2008 - July 2015
Lehman Brothers June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Cashflow Analysis, Budget Forecasts, Budget Modeling, Project Management, Refinancings, Public Finance, Municipal Bonds, Finance, Capital Markets, Bond Markets, Bond Pricing, Tax Increment Financing, Fixed Income, Microsoft Office, Microsoft Excel, PowerPoint, Financial Services, Derivatives
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate/Finance
Pomona College 2004 — 2008
Bachelor of Arts (B.A.), Economics
City University of Hong Kong 2007 — 2007
Study Abroad, Finance, Economics
TUDOR INVESTMENT CORPORATION March 2013 - Present
TUDOR INVESTMENT CORPORATION March 2011 - March 2013
TUDOR INVESTMENT CORPORATION May 2008 - March 2011
Lehman Brothers August 2004 - May 2008
Global Insight April 2002 - July 2004
ZBA July 2000 - August 2000
Procter & Gamble June 2000 - August 2000
University Hospital, Cincinnati June 1998 - December 1999
Skills
Equities, Macroeconomics, International Equities, Derivatives, Portfolio Management, Trading, Investments, Fixed Income, Institutional Investors, Hedge Funds, Alternative Investments, Corporate Finance, Equity Research, Asset Allocation, Investment Management, Investment Banking, Capital Markets, Economics, Strategy, FX Options, Bloomberg, Emerging Markets, Financial Markets, Global Macro, Equity Derivatives, Options, Trading Strategies, Quantitative Finance, Investment Strategies, Technical Analysis, Equity Trading, Structured Products, Equity Valuation, Proprietary Trading, Valuation, Bonds, Commodity, Quantitative Analytics, Asset Management, Financial Modeling, Trading Systems, Securities, Risk Management
Education
London School of Economics and Political Science 2001 — 2002
MSc, International Political Economy
Emory University 1998 — 2001
BA, Economics
Charles University in Prague 2000 — 2000
Semester Abroad, European Union, Post-Soviet Transition Economics, Religion, Film Studies
CHCA 1990 — 1998
Diploma
University of Cincinnati 1997 — 1998
High School Advanced Study, Psychology and Philosophy
Emory University 1997 — 1997
Summer Program - Youth Theology Institute - Candler School of Theology, Theology/Theological Studies
University of Pennsylvania July 2013 - Present
Carnegie Mellon University April 2012 - June 2013
PricewaterhouseCoopers August 2009 - June 2011
Lehman Brothers June 2008 - August 2008
Systems Planning and Analysis May 2007 - August 2007
Skills
Financial Modeling, Valuation, Data Analysis, Financial Analysis, Corporate Finance, Analysis, Cross-functional Team..., Research, Economics, Analytics, Strategy, Statistics, Quantitative Analytics, Market Research, Management Consulting
Education
University of Pennsylvania - The Wharton School 2013 — 2018
Doctor of Philosophy (PhD), Operations and Information Management
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Marketing, Organizational Behavior, Quantitative Analysis
University of Maryland College Park 2005 — 2009
B.S., Finance, Operations Management
Videomaker April 2013 - Present
United States Army Reserve November 2008 - Present
ARTISAN Manufacturing 2008 - May 2012
Lehman Brothers 2005 - October 2007
Metareward, Inc. (acquired by Experian Interactive) March 2000 - April 2004
Army National Guard March 2002 - May 2003
US Army August 1990 - July 1995
Skills
Customer Relations, Email Marketing, National Accounts, Trade Shows, B2B, Sales Management, Account Management, Marketing Strategy, New Business Development, Key Account Management, Direct Sales, Online Marketing, Cold Calling, Selling, Social Media Marketing, Social Media, Customer Service, Wholesale, Outside Sales, Online Advertising, Sales, Purchasing, CRM, Management, Advertising, Army / Army Reserve, Business Development, Product Marketing, Leadership, Marketing, Sales Operations, Customer Retention, Retail, Team Building, Customer Satisfaction, Sales Presentations, Sales Process, Social Networking, Lead Generation, Inventory Management, Training, Salesforce.com, Strategic Planning, Time Management, Budgets, Team Leadership, Contract Negotiation, Start-ups, Negotiation
Education
St. Mary's College of California
BA, Business Management
Chaminade University of Honolulu
Associate of Arts (A.A.), Liberal Arts
Simonsen Sales & Marketing's - Partnership Selling University 2013 — 2013
Sales & Marketing
Welter Law Firm, P.C. October 2005 - Present
Honorable John M. Manos, Senior Judge, US District Court for the Northern District of Ohio August 2004 - January 2005
Lehman Brothers August 2000 - June 2002
Skills
Employment Law, Litigation, Legal Research, Civil Litigation, Employment Contracts, Discrimination Law, EEOC, OFCCP, Courts, Tax Law, Westlaw, Trade Secrets, Legal Writing, Class Actions, Civil Rights, Federal Court Litigation, Employee Relations
Education
Case Western Reserve University School of Law 2002 — 2005
JD, Law
Ithaca College 1996 — 1999
B.S., Accounting/Finance/Legal Studies
Scotiabank October 2014 - Present
UOB Kay Hian November 2013 - September 2014
Nomura Securities November 2007 - August 2011
Lehman Brothers November 2007 - August 2011
State Street July 2006 - November 2007
Electronic Data Systems July 2005 - June 2006
Standard Chartered Bank January 2005 - July 2005
Intelenet Global Services July 2003 - July 2004
Skills
Efficiency Management, Risk Management, Middle Office, Fund Accounting, Corporate Actions, Financial Analysis, Derivatives, FX Options, Structured Products, Operations Management, Asset Managment, Capital Markets, Analytical Skills, Investment Banking, Financial Markets, Trading, Hedge Funds, Project Management, Options, Portfolio Management, Securities, Credit Risk, Financial Risk, Back Office, Fixed Income, Mutual Funds, Bloomberg, Currency, Foreign Exchange, Settlement, Equities, Investment Management, Swaps, Equity Derivatives, Interest Rate..., Asset Management
Education
Canadian Securities Institute 2014 — 2014
Canadian Securities Course (CSC), Investments and Securities
Centennial College 2011 — 2013
Post Graduate, Business Administration, Management and Operations
AMIMR 2002 — 2004
PG (MBA), Finance and Financial Management Services
University of Mumbai 1999 — 2002
Bachelor of Commerce (B.Com.), Accounting and Finance
Charter Communications 2009 - Present
Lehman Brothers 2006 - 2007
Countrywide Bank 2002 - 2005
Education
Baker College 2009 — 2010
B.A., Accounting
Central Michigan University 1989 — 1994
B.A., Marketing, Advertising
J.P. Morgan 2010 - Present
Bank of America 2009 - 2010
NewOak Capital 2008 - 2009
Citigroup March 2007 - March 2008
Lehman Brothers June 2001 - March 2008
Goldman Sachs 1995 - 2001
Skills
Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2009
New York University 1991 — 1995
Math/Computer Science
BohemianNomads October 2008 - Present
Lehman Brothers January 2000 - September 2008
Auxco September 1977 - June 1982
American Express October 1972 - September 1976
Skills
Business Analysis, SQL, Data Warehousing, IT Strategy, Requirements Analysis, Project Management, Integration
Education
City University of New York 1964 — 1968
B.S., Mathematics, Physics
Paul Hastings February 2011 - Present
Paul Hastings November 2006 - February 2011
Paul Hastings September 2000 - November 2006
Sullivan & Cromwell LLP July 1998 - August 2000
ING Barings October 1995 - June 1998
Lehman Brothers September 1993 - October 1995
Skills
Private Equity, Mergers & Acquisitions, Corporate Law, Management, Marketing Communications, Strategic Planning, Mergers, Marketing Strategy, Litigation, Legal Research, Marketing, Social Media, Intellectual Property, Business Development, Legal Writing, Contract Negotiation, Corporate Governance, Strategy, Public Relations
Education
City University of New York
Profile 4 Men LLC 2014 - Present
SK Capital Associates LLC 2012 - Present
Shustir.com May 2008 - December 2014
Summit Development, LLC 2011 - 2012
JP Morgan 2010 - 2011
Lehman Brothers 2000 - 2008
Paul Hastings 1999 - August 2000
Skills
Capital Raising, Real Estate Financing, Real Estate Investment, Start-ups, Building Relationships, Capital Markets, Distressed Debt, Angel Investing, Internet Entrepreneur, Private Equity, Acquisitions, Real Estate Transactions, Deal Sourcing, Investment Properties, Real Estate, Finance, Asset Management, Due Diligence, Securitization, Venture Capital, Loans, Loan Origination, Equities, Joint Ventures, Small Business, Real Estate Development, Emerging Markets, Alternative Investments, Corporate Development, Valuation, Private Placements, Entrepreneurship, Corporate Finance, Financial Modeling, Structured Finance, Financial Structuring, M&A experience, Mergers & Acquisitions, Disposition, Venture Financing, Commercial Real Estate, E-commerce, Real Estate Economics, Investments, IPO, Start-up Ventures, Funding, Investment Banking, Investor Relations, Syndications
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1991 — 1994
J.D., Law
University of Massachusetts, Amherst 1988 — 1991
B.A., Legal Studies, English
Morgan Stanley August 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers March 1997 - September 2008
Credit Suisse First Boston June 1996 - March 1997
IBM Credit Corporation June 1994 - June 1996
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA/MSIA, Finance, Strategy
The Cooper Union for the Advancement of Science and Art 1988 — 1992
BE, Electrical Engineering
New York Life & MainStay Investments June 2015 - Present
Direxion Investments 2014 - 2015
Morgan Stanley Wealth Management 2008 - 2013
Neuberger Berman (Lehman Brothers) 2006 - 2008
Lehman Brothers 2000 - 2005
ABN AMRO Inc. 1994 - 2000
Skills
Equities, Fixed Income, Series 7, Proprietary Trading, Hedge Funds, Securitization, Alternative Investments, Asset Allocation, Portfolio Management, Global Macro, Investment Management, Investments, Equity Research, Asset Management, Bloomberg, Wealth Management, Mutual Funds, Series 24, Capital Markets, Strategy, Trading, Valuation, Securities, Investment Strategies, Series 63, Investment Advisory, Financial Advisory, ETFs, Bonds, Fund Of Funds, Retirement, FINRA, Options, Financial Services, Emerging Markets, Structured Products, Wealth Management..., Financial Markets, Private Equity, Derivatives, Equity Valuation, Separately Managed..., Investment Banking, Uniform Combined State..., Series 65, Equity Trading, Hedging, Economics, Equity Derivatives, Institutional...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Carnegie Mellon University - Tepper School of Business
BS, Economics
Maxim Group March 2013 - Present
JonesTrading Institutional Services LLC 2012 - February 2013
Barclays Capital 2008 - 2011
Lehman Brothers 2007 - 2008
Neuberger Berman 2004 - 2007
Goldman Sachs 1991 - 1995
Skills
Prime Brokerage, Equities, High Net Worth..., Strategy, Product Management, Hedge Funds, Series 7, Electronic Trading, Alternative Investments, Fixed Income, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business
MSIA (MBA), Finance
Union College
BS, Economics
Fitch Ratings September 2014 - Present
Fitch Ratings April 2014 - August 2014
Deutsche Bank November 2013 - April 2014
Campaign Office of Joel R. Rivera June 2013 - November 2013
Barclays Investment Bank March 2013 - June 2013
Barclays Capital September 2008 - March 2013
Lehman Brothers 2007 - 2008
ISDA 2000 - 2007
Education
Cathedral high School
City University of New York
Goldman Sachs April 2013 - Present
Goldman Sachs June 2012 - August 2012
Wall Street Multimedia June 2010 - August 2011
Jonathan Stone Trading September 2009 - May 2010
Lehman Brothers June 2008 - August 2008
Lehman Brothers January 2007 - January 2007
Skills
C++, VBA, Matlab, R, Quantitative Finance, Quantitative Analytics, Financial Engineering, Time Series Analysis, Monte Carlo Simulation, Stochastic Calculus, Bloomberg, Econometrics, Derivatives, Financial Modeling, Bloomberg Terminal, Probability, Fixed Income, Options, Statistical Arbitrage, Mandarin, SAS, Statistical Modeling, Statistics, Stata
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
MSCF, Computational Finance
Middlebury College 2005 — 2009
B.A., Mathematics, Economics
Northeast Yucai School 2000 — 2005
High School, Talented Student Program
Fortress Investment Group June 2013 - Present
Credit Suisse April 2012 - May 2013
Credit Suisse July 2009 - April 2012
Lehman Brothers 2008 - 2008
Skills
C# .NET, HTML, SQL,..., Microsoft .NET..., Visual Studio..., SQL, Web Services, C#, Perl, .NET, Fixed Income, Strategy, PL/SQL
Education
Carnegie Mellon University 2007 — 2009
Masters, Information Technology
Jaipur Engineering College and Research Centre, Rajasthan University 2001 — 2005
B.E, Electronics and Communications
India International School 1994 — 2000
CBSE Senior Secondary, Science
Target March 2015 - Present
Pingwell June 2012 - Present
Pingwell January 2011 - March 2014
Biogreen Oil 2008 - 2009
Morgan Stanley 1995 - 2004
Goldman Sachs 1987 - 1995
Lehman Brothers 1985 - 1986
Skills
Product Management, Entrepreneurship, Machine Learning, Mobile Devices, Start-ups, Strategy, Haskell, Mobile Applications, Financial Modeling, Fixed Income, Cloud Computing, Finance, Computer Science, Marketing Strategy, Computer Vision, Software Development, Strategic Partnerships, Software Engineering, Strategy Development, Technology Development, EC2, R, Functional Programming, Python, C, Big Data, Business Development, Distributed Systems, Scalability
Education
The Australian National University 2004 — 2008
Ph.D., Computer Science, Machine Learning
Carnegie Mellon University - Tepper School of Business 1982 — 1985
M.S., Economics and Finance
University of Chicago
B.A., Economics
Wipro BPO 2014 - Present
ISGN 2013 - 2014
LenderLive Network, Inc. 2010 - 2013
Interthinx / First American 2008 - 2010
Lehman Brothers 2006 - 2008
H&R Block 2001 - 2006
Superior Bank 2000 - 2002
Bank of America, f/k/a Countrywide Financial Corporation 1999 - 2000
Citi 1994 - 1999
ITT 1990 - 1993
Skills
Leadership, Loans, Mortgage Lending, Credit, Loan Origination, Banking, Mortgage Banking, Credit Analysis, Portfolio Management, Risk Management, Underwriting, Financial Services, Credit Risk, Investments, Finance, Financial Analysis, Relationship Management, Executive Management, Valuation, Asset Managment, Sales, Strategic Partnerships, Business Development, Operations Integration, Management, Residential Mortgages, Process Improvement, Operations Management, CRM, Sales Management, FHA, Strategy, Strategic Planning, Call Centers, B2B, Refinance, Team Building, Training, Team Leadership, Sales Process, Coaching, Loan Servicing, Direct Sales, Asset Management, Sales Operations, Analytics, Marketing, Cross-functional Team..., Outsourcing, Loss Mitigation
Education
Northwood University
BBA, Management, Marketing, Banking
University of Michigan - Stephen M. Ross School of Business
Banking and Finance
Central Michigan University
Banking & Finance
University of Oklahoma
Graduate School (CLS), Banking and Finance (Commercial Lending)
Invesco October 2005 - Present
Janus Capital Group January 2001 - August 2005
Putnam Investments January 1998 - January 2001
Lehman Brothers January 1996 - January 1998
Morgan Stanley January 1991 - January 1996
Skills
Corporate Finance, Business Strategy, Treasury Management, Investor Relations, Global Management, Continuous Improvement, Corporate Services, Investments, Capital Markets, Hedge Funds, Asset Managment, Alternative Investments, Fixed Income, Financial Modeling, Asset Management, Equities, Treasury, Private Equity, Asset Allocation, Investment Management, Securities, Investment Strategies, Mutual Funds, Equity Research, Valuation
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1991
Master's degree, Operations Research
Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Finance, General
Columbia University - Fu Foundation School of Engineering and Applied Science 1983 — 1984
Bachelor of Science (BS), Industrial Engineering
Columbia College (NY) 1979 — 1983
Bachelor of Arts (B.A.), Chemistry
UNIS
UNIS
Spring Hill Capital Partners, LLC October 2008 - Present
United States Olympic Committee February 2011 - Present
Beginning with Children Foundation August 2006 - Present
Lehman Brothers September 1991 - October 2008
Bankers Trust May 1990 - August 1990
Kidder Peabody June 1986 - June 1988
Skills
Structured Finance, Capital Markets, Securities, Securitization, Loans, Real Estate Investment, Alternative Investments, Investment Advisory, CMBS, CRE CDO, Real Estate Development, Real Estate, Leadership, Asset Management, Fixed Income, Hedge Funds, Investments, Investment Banking, Portfolio Management, Equities, Investment Properties, Bonds, Private Equity, Trading, Investment Strategies, Derivatives, ABS, Financial Modeling, Bloomberg, Financial Structuring, Venture Capital, Emerging Markets, Financial Markets, Due Diligence, Leveraged Finance, Mergers & Acquisitions, Investment Management, Private Placements, Real Estate Economics, Corporate Development, Valuation, Funding, Structured Products, Investor Relations
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance
College of the Holy Cross 1982 — 1986
BA, Chemistry
Choate Rosemary Hall 1981 — 1982
Pentucket HS 1977 — 1981
Citigroup August 2010 - Present
ING 2007 - 2010
Lehman Brothers 2006 - 2007
Lehman Brothers 2005 - 2006
Lehman Brothers 2002 - 2005
Lehman Brothers 1998 - 2002
Merrill Lynch 1995 - 1998
Bank of Boston 1990 - 1993
Education
The University of Chicago 1993 — 1994
MBA, Finance, Accounting, Economics
University of Pennsylvania - The Wharton School 1986 — 1990
BS in Economics, Marketing
Choate Rosemary Hall 1982 — 1986
ShopKeep POS May 2012 - Present
L'Oreal USA February 2008 - September 2009
L'Oreal February 2008 - September 2009
Community College September 2007 - January 2008
Lehman Brothers June 2007 - August 2007
Lehman Brothers May 2007 - August 2007
Skills
SQL, VPN, ASP.NET, Troubleshooting, Programming, HTML, Windows Server, Networking, Web Applications, Windows XP, Network Administration
Education
City University of New York
New York City College of Technology / CUNY
AAS, Microcomputer Business Systems
New York City College of Technology / CUNY
Bachelor's, Technology
Nomura Securities April 2013 - Present
Nomura Securities September 2012 - April 2013
Nomura Securities October 2008 - September 2012
Lehman Brothers September 2005 - September 2008
BT July 2003 - July 2004
West Middlesex University Hospital June 2002 - October 2002
West Middlesex University Hospital June 2001 - October 2001
Skills
Investment Banking, Equities, Trading Systems, Financial Markets, Electronic Trading, Derivatives, Equity Derivatives, Capital Markets, Portfolio Management, Market Data, Trading, Business Analysis, Fixed Income, Equity Trading, Middle Office, Prime Brokerage, Options, Low Latency, Sybase, Project Management, Operating Budgets, Strategy, Team Leadership, Leadership Development, Budgets, rates, Vendor Management, Program Management, Team Building, Cross-functional Team..., Cross-border..., Executive Management, Executive Reporting, Management, Financial Risk, Risk Management, Financial Services
Education
City University London 2001 — 2005
BEng Honours, Computing
Isleworth & Syon School
3DMonstr January 2015 - Present
Citi Group April 2011 - Present
Lehman Brothers -> Barclays Capital September 2008 - January 2009
Lehman Brothers April 2007 - September 2008
Lehman Brothers March 2003 - March 2007
Lehman Brothers April 1998 - February 2003
AT&T 1988 - 1994
Skills
Market Data, IT Management, Unix, Architecture, TIBCO, PMP, Enterprise Software, SQL, Sybase, Middleware, JMS, Reference Data, Trading Systems, Java Enterprise Edition, SOA, Investment Banking, Integration, Fixed Income, Oracle, Enterprise Architecture, Agile Methodologies, Risk Management, Messaging, IT Strategy, SDLC, Infrastructure, Low Latency
Education
Case Western Reserve University 1983 — 1984
M.S., Systems and Control Engineering
Case Western Reserve University 1979 — 1983
B.S., Systems and Control Engineering
Microsemi Corporation January 2015 - Present
Microsemi Corporation April 2014 - January 2015
Microsemi Corporation January 2009 - April 2014
Lehman Brothers 2005 - January 2009
Cendant 2002 - 2005
RSA Insurance 1997 - 2002
FHP Healthcare 1994 - 1997
Skills
Talent Management, Employee Relations, Human Resources, Talent Acquisition, Succession Planning, Organizational..., International HR, Workforce Planning, Mergers & Acquisitions, Business Partner, Coaching, HRIS, Performance Management, Employee Engagement, Recruiting, Change Management, HR Policies, Organizational Design, Employment Law, Leadership Development, Leadership, Deferred Compensation, Program Management, Onboarding, HR Consulting, Management
Education
Chapman University 2005 — 2008
MA, Organizational Leadership & Organizational Development
University of California, Irvine
HR Management Certificate, Human Resources
University of California, Los Angeles
BA, Economics
Acuative March 2014 - Present
Morgan Stanley 2010 - 2014
ThruPoint September 1997 - January 2011
Merrill Lynch June 1991 - September 1997
Lehman Brothers April 1988 - June 1991
Skills
Integration, Software Development, Telecommunications, Vendor Management, IT Strategy, Agile Methodologies, Data Center, IT Management, Java
Education
American Management Association
Information Technology Project Management
City University of New York 1985 — 1987
A.A.S, Computer Operations: Computer Network Administration
MC-Five Mile Commercial Mortgage Fiance LLC June 2015 - Present
Bethpage Federal Credit Union July 2012 - May 2015
CIBC World Markets February 2006 - March 2012
Lehman Brothers September 1998 - January 2006
Oppenheimer & Co. September 1993 - August 1998
Dean Witter 1987 - 1991
Skills
Due Diligence, Financial Modeling, Real Estate, Real Estate Economics, Investments, Valuation, CMBS, Loans, Mezzanine, Structured Finance, Financial Structuring, Securitization, Capital Markets, Credit, Equities, Asset Management, Commercial Mortgages, Loan Origination, Fixed Income
Education
Columbia Business School 1992 — 1993
Master of Business Administration (M.B.A.), Finance, International Business
Providence College 1982 — 1986
Bachelor's degree, Finance, Development of Western Civilization
City University London
St Roses
UBS Investment Bank September 2008 - Present
Lehman Brothers August 2000 - May 2008
General Re March 1991 - August 2000
MetLife (UK) June 1983 - February 1991
Education
Society of Actuaries
FSA
Institute of Actuaries
FIA
Cass Business School 1978 — 1981
Actuarial Science
Credit Suisse September 2009 - Present
Barclays Capital September 2008 - September 2009
Lehman Brothers March 2006 - September 2008
Infosys Technologies Ltd 2002 - 2006
Skills
CRM, VBA, SDLC, Business Analysis, Software Project..., Statistics, Fixed Income, Matlab, Requirements Gathering, SQL, Enterprise Architecture, Visio, Sybase, Integration, Trading Systems, Portals, Software Development, Microsoft SQL Server, Agile Methodologies, Project Management, Requirements Analysis, Investment Banking, Management, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2009
MS, Computational Finance
University of Toronto 1997 — 2002
B Sc, Computer Science
HighTower 2008 - January 2015
Alpha Wealth Management November 2007 - December 2008
US Fiduciary 2005 - 2007
Lehman Brothers 2001 - 2005
Wilmington Trust, FSB 1998 - 2001
STI Private Capital Group, N.A. 1996 - 1998
Raymond James Trust Company 1992 - 1996
Chase Manhattan 1988 - 1991
Merrill Lynch 1985 - 1988
County of Orleans, New York, Office of the District Attorney 1979 - 1985
Skills
Client Representation, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Investments, Wealth Management, Finance, Wealth, Series 7, Alternative Investments, Private Banking, Mergers & Acquisitions, Portfolio Management, Securities, Capital Markets, Risk Management, High Net Worth..., Asset Allocation, Mergers, Hedge Funds, Asset Management, Wealth Management..., Estate Planning, Investment Strategies, Mutual Funds, Investment Management, ETFs, Retirement Planning, Series 24, FINRA, Private Equity, Equities, Fixed Income, Uniform Combined State..., Series 65, Bonds, Financial Planners, Options, Retirement, Venture Capital, Personal Financial..., Bloomberg, Hedging, Equity Research, Separately Managed..., Series 63, Investment Advisory..., Management, Business Development
Education
Case Western Reserve University School of Law 1974 — 1977
Juris Doctor (JD), Law
Hiram College 1970 — 1974
Bachelor of Arts (B.A., cum laude)
GREENGOLD CAPITAL MANAGEMENT LLC, New York, NY June 2010 - March 2011
Lehman Brothers June 2008 - August 2008
Education
City University of New York City College 2009 — 2011
China University of Mining and Technology 2004 — 2008
BA, English
Google March 2013 - Present
GE Energy Financial Services July 2007 - March 2013
Lehman Brothers June 2006 - August 2006
Citigroup July 1999 - July 2001
Skills
Renewable Energy, Portfolio Management, Project Finance, Financial Modeling, Risk Management, Private Equity, Credit Analysis, Structured Finance, Investment Banking, Valuation
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
MBA, Finance
Harvard University 1995 — 1999
AB, Economics
Shady Side Academy
Federal Reserve Bank of New York July 2011 - Present
Paulson & Co. June 2010 - August 2010
Thomson Reuters March 2009 - August 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2004 - 2007
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Equities, Fixed Income, Capital Markets, Derivatives, Trading, Investments, Structured Finance
Education
The University of Chicago - Booth School of Business
MBA, Analytic Finance, Economics
Carnegie Mellon University - Tepper School of Business
BSBA, Finance, Information Technology
Phillips Exeter Academy
Nortek ("smart home" technologies, telemedicine, Internet of Things) May 2015 - Present
Deloitte Consulting April 2011 - April 2015
Thermo Fisher Scientific October 2009 - March 2011
Barclays Capital August 2008 - 2009
Lehman Brothers June 2007 - August 2007
(Privately-held firms in NYC & Philadelphia) 2000 - 2006
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA
Harvard University 1995 — 1999
BS
Morgan Stanley Infrastructure Fund December 2012 - Present
Bridgewater Associates January 2011 - December 2011
UBS Investment Bank February 2006 - August 2010
Lehman Brothers February 2001 - February 2006
Danaher Corporation 2003 - 2003
J. P. Morgan & Company September 1997 - February 2001
Skills
Asset Management, Business Development, Investments, Portfolio Management, Financial Modeling, Capital Markets, Energy, Renewable Energy, LBO, M&A experience, Investment Banking, Corporate Finance, Private Equity, Securities, Derivatives, Venture Capital, Equity Research, Strategy, Alternative Investments, Hedge Funds, Corporate Development, Due Diligence, Finance, Equities, Financial Analysis, Russian, Valuation, Emerging Markets
Education
Harvard Business School 2002 — 2004
MBA
Case Western Reserve University 1994 — 1997
BA
Neuberger Berman November 2009 - Present
Lehman Brothers January 2007 - October 2009
Robert Bosch April 2005 - January 2007
Wipro Technologies December 2003 - April 2005
iCOPE Technologies October 2000 - November 2003
Skills
Project Management, Solution Architecture, .NET, CRM, ASP.NET, Microsoft Platform, Enterprise Architecture
Education
Christ College - Bangalore 1997 — 2000
MS, Computer Science
U.S. Department of State August 2013 - Present
Deloitte January 2013 - December 2014
Federal Bureau of Investigation February 2010 - January 2013
American International Group (AIG) May 2008 - August 2008
Lehman Brothers January 2008 - May 2008
Alpine Mutual Funds May 2006 - August 2006
Skills
Anti Money Laundering, Forensic Accounting, Fraud Investigations, Active TS/SCI Clearance, Financial Crimes..., Criminal Investigations, Fraud, Financial Analysis, Accounting, Investigation, Data Analysis, Microsoft Excel, Financial Modeling, Banking, Analysis, Private Equity, Economics, Equities, Corporate Finance, Bloomberg, Finance, Due Diligence, Fixed Income, Valuation, Financial Services
Education
Washington University in St. Louis - Olin Business School 2005 — 2009
BSBA, Accounting, Finance, International Business
Cass Business School 2008 — 2008
BSBA, Finance
Westridge School 2001 — 2005
High School
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services December 2012 - January 2015
Symantec June 2012 - June 2012
New York City Transit Authority June 2011 - August 2011
New York City Transit Authority June 2011 - August 2011
Barnes & Noble's January 2011 - March 2011
Barnes & Noble's January 2011 - March 2011
Lehman Brothers July 2007 - August 2007
Lehman Brothers July 2007 - August 2007
Skills
Microsoft Office, Customer Service, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Research, Time Management, Social Media
Education
Le Moyne College 2008 — 2012
Bachelor of Science (B.S.), Business Management and leadership
Le Moyne College, Syracuse New York 2008 — 2012
Bachelor, Science Business Management & Leadership
Cheonggang Academy
Certification, Human Resources
Cheonggang Academy
Certification, Human Resources
Le Moyne College, Syracuse New York
Bachelor, Science Business Management & Leadership
Boston Properties August 2005 - Present
LaSalle Investment Management September 2002 - August 2005
Lehman Brothers June 2001 - August 2001
Simpson Gumpertz & Heger Inc. August 1995 - August 2000
Skills
Acquisitions, Disposition, Real Estate Development, Entitlements, Due Diligence, Valuation, Asset Managment, Real Estate Financing, Redevelopment, Zoning, Financial Modeling, Lease Negotiations
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Accounting, Real Estate
University of California, Irvine 1993 — 1994
M.S., Structural Engineering
Carnegie Mellon University 1989 — 1993
B.S., Structural Engineering
Williston Northampton
Davidson Kempner Capital Management October 2014 - Present
Barclays Capital September 2011 - October 2014
UBS Investment Bank December 2008 - September 2011
dbConcert August 2008 - November 2008
Lehman Brothers April 2005 - July 2008
Goldman, Sachs & Co. January 1994 - April 2005
U.S. Microsystems April 1992 - January 1994
Skills
Equities, Trading, Portfolio Management, Electronic Trading, Equity Derivatives, Middle Office, Fixed Income, Hedge Funds, Trading Systems, Risk Management, Market Data, TeamCity, Capital Markets, Investment Banking, Java, Sybase, Grails, Groovy
Education
Cass Business School - London 1998 — 2000
MBA
New York University - Polytechnic School of Engineering 1990 — 1994
BS
thhs
Lehman Brothers Holdings Inc April 2009 - Present
Barclays Capital (formerly Lehman Brothers) September 2008 - April 2009
Lehman Brothers July 1994 - September 2008
Deloitte & Touche July 1993 - July 1994
Arthur Andersen June 1987 - July 1993
Skills
Tax, PeopleSoft, Mergers & Acquisitions, Vendor Management, Human Resources, HRIS, Employee Relations, Change Management, Mergers, Risk Management, Budgets, Personnel Management, Equities, Succession Planning, Deferred Compensation, Restructuring, Employee Benefits, Recruiting, Talent Management
Education
Central Connecticut State University 1983 — 1987
BS, Accounting
Cornell University School of Industrial & Labor Relations 2007 — 2008
Certficate, Human Resources Studies
NYC-Based Multi-Strategy Hedge Fund January 2014 - Present
NYC-Based Hedge Fund August 2010 - December 2013
Orient Securities June 2009 - August 2009
Lehman Brothers May 2007 - August 2007
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
M.S.
State University of New York at Stony Brook 2005 — 2010
Ph.D.
Chicago Based Custodian Bank June 2007 - Present
Zeigler Lotsoff Capital Management April 2006 - May 2007
Lehman Brothers 2004 - 2006
Robert Morris University, Chicago, IL June 2002 - June 2004
JPMorgan Chase & Co. September 1995 - May 2004
International Trading Institute January 2001 - January 2003
Prudential Securities September 1990 - May 1993
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Portfolio Management, Trading, Asset Management, Investments, Bloomberg, Options, Hedge Funds, Valuation, Financial Modeling, FX Options, Risk Management, Alternative Investments, Investment Banking, Hedging, Series 7, Structured Products, Structured Finance
Education
The University of Chicago 1998 — 2000
MA, Latin American Studies
Carnegie Mellon University - Tepper School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and Economics
University of Michigan - Stephen M. Ross School of Business 1986 — 1990
BBA, Finance and Economics
Barclays Capital May 2010 - Present
Barclays Capital September 2008 - April 2010
Lehman Brothers March 2007 - September 2008
Fraunhofer Institut Graphische Datenverarbeitung / Z.G.D.V. November 2002 - August 2004
Skills
Volatility, Equity Derivatives, Quantitative Finance, Trading Systems
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
M.S., Computational Finance
Tulane University 2004 — 2006
M.S., Statistics
Technische Universität Darmstadt 2002 — 2004
Vordiplom, Mathematics with Computer Science
TPG Partners V, L.P. 2007 - Present
Citigroup/Salomon Smith Barney 1998 - 2003
Lehman Brothers 1996 - 1998
S.G. Warburg 1994 - 1996
American Airlines 1990 - 1994
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance, International Business
Princeton University 1980 — 1984
A.B., Economics
Choate Rosemary Hall 1977 — 1980
Metacapital Management January 2012 - Present
JPMorganChase June 2011 - August 2011
Citadel Investment Group April 2009 - May 2010
Lehman Brothers May 2007 - April 2009
Bloomberg 2004 - 2007
Skills
Fixed Income, Options, C++, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
Master of Science, Computational Finance
Cornell University 1999 — 2004
Bachelors, Masters, Computer Science
Lehman Brothers Risk AssociateAmaranth Group Inc.2002 - 2006
Amaranth 2002 - 2006
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2006
Cairn Capital February 2012 - Present
UBS May 2010 - February 2012
Mill Hill Advisors December 2008 - May 2010
Lehman Brothers March 2008 - December 2008
RBS Greenwich Capital July 2004 - March 2008
Credit Suisse First Boston August 2003 - July 2004
Skills
Securities Lending, Fixed Income, Structured Finance, Structured Products, Financial Structuring, Market Risk
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2003
MS, Computational Finance
Indiana University - Kelley School of Business 1998 — 2002
BS, Business Management
Deutsche Bank 2006 - Present
Southern Smoke, LLC 1998 - Present
Atlanta Brewing Company 2007 - 2011
Lehman Brothers 1996 - 2006
Credit Suisse January 1993 - January 1996
Merrill Lynch 1983 - 1993
Skills
Private Equity, Investments, Venture Capital, Corporate Finance, Mergers, Equities, Portfolio Management, Asset Managment, Alternative Investments, Investment Banking, Hedge Funds, Securities, Valuation, Due Diligence, Financial Modeling, Start-ups, Capital Markets, Entrepreneurship, Financial Analysis, Fixed Income, Financial Structuring, Corporate Development, Emerging Markets
Education
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor's degree, English Language and Literature/Letters
Choate Rosemary Hall 1976 — 1978
High School, Lovelies
Mizuho Securities USA September 2010 - Present
gotham comedy club 1995 - Present
Merrill Lynch March 2005 - June 2010
Deutsche Bank 2003 - 2005
Morgan Stanley 1999 - 2003
Long-Term Capital Management, LLC 1995 - 1999
Lehman Brothers 1987 - 1995
Education
Carnegie Mellon University 1981 — 1985
bronx highschool of science
Barclays Capital September 2008 - Present
Lehman Brothers August 2006 - September 2008
JPMorgan Chase 2000 - 2006
Skills
Java, Analytics, Trading Systems, Derivatives, Fixed Income, Equity Derivatives, Equities, Electronic Trading, Investment Banking, Credit Derivatives
Education
State University of New York at Stony Brook 1995 — 2000
Master of Science (MS), Computer Science
Carnegie Mellon University - Tepper School of Business
Barclays Capital October 2008 - Present
Lehman Brothers May 2007 - October 2008
Lehman Brothers April 2005 - May 2007
Deutsche Bank June 2001 - April 2005
Transagon 2000 - 2001
Tempest December 1999 - August 2000
Bear Stearns 1997 - 1999
Skills
Electronic Trading, Fixed Income, Trading Systems, Options, Interest Rate..., Derivatives, Equities, C++, Market Data, Swaps, Equity Trading, Trading Strategies, Risk Management, Rates, Equity Derivatives, Financial Markets
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2008
Financial Engineering Program
City University of New York 1991 — 1995
BS, Computer Science
CME Group March 2015 - Present
CME Group May 2013 - March 2015
Citigroup November 2011 - May 2013
Citigroup August 2009 - October 2011
Barclays Capital September 2008 - August 2009
Lehman Brothers 2006 - 2008
Lehman Brothers October 2004 - September 2006
Skills
Credit Derivatives, Interest Rate..., Bloomberg, Markitwire, Ice-Link, CCPs, GMI, Prime Brokerage, Dodd-Frank, EMIR, DTCC, Product Development, Client Services, Client Relationship..., Intermediation, RFPs, OTC Client Clearing, Derivatives, Middle Office, Financial Services, CRM, Fixed Income, Trading Systems, Electronic Trading, Swaps, CDS, Hedge Funds, Operational Risk, Options, Capital Markets, Settlement
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2004
Barclays Capital September 2000 - Present
bridgewater 2000 - 2013
IBM 2000 - 2010
Lehman Brothers January 2007 - January 2008
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
MS, Financial Engineering
Fudan University
Lehigh University
BS, Computer Science
Stanford University
MS, Computer Science
Digital Assurance Certification (DAC Bond) 1999 - Present
Ernst & Young 2001 - 2005
Lehman Brothers 1986 - 1999
Skills
Management, Customer Service, Sales, Mergers, Insurance, Banking, Strategic Planning, Business Development, Real Estate, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Risk Management, Strategic Financial..., Investments, Negotiation, Tax, Change Management, Managerial Finance, Mergers & Acquisitions, Due Diligence, Asset Management, Leadership, Strategy, Corporate Finance
Education
Christian Brothers University 1978 — 1982
B.S., Marketing & Management
Bloomberg LP May 2012 - Present
The Blackstone Group November 2008 - June 2012
Lehman Brothers March 2007 - October 2008
EDS 2004 - 2007
Lincoln Computer Services 2004 - 2004
General Electric CRD 1997 - 2001
Skills
Network routing +..., Aruba Wireless Engineer, Palo Alto Firewall..., Cisco DWDM Engineer, Cisco Nexus 7k, 5k, 2k..., Cisco Technologies, Firewalls, Switches, Networking, Routing, Microsoft Exchange, Business Analysis, Network Design, Cisco Nexus, VMware, Aruba Wireless, ASA, Wireless, Data Center, Active Directory, System Deployment, DWDM, Windows Server
Education
Carnegie Mellon University 2000 — 2007
BS, Chemistry + Biology
Mayer Brown LLP September 2008 - Present
Citadel Investment Group July 2005 - May 2008
Lehman Brothers July 2003 - August 2004
Deloitte & Touche April 2002 - July 2003
Arthur Andersen September 2000 - April 2002
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2005 — 2008
J.D.
Northern Illinois University 1999 — 2000
MS, Finance
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BS, Finance
JPMorgan Chase September 2012 - Present
Nomura Securities January 2010 - September 2012
Credit Suisse October 2008 - February 2010
Lehman Brothers May 2008 - October 2008
Barclays Capital March 2007 - April 2008
JPM Chase June 2005 - March 2007
Deutsche Bank November 2004 - June 2005
Societe Generale 2003 - 2004
UBS November 2000 - June 2001
Goldman Sachs April 1998 - November 2000
Skills
Software Documentation, Electronic Trading, Trading Systems, Financial Risk, Portfolio Management, Requirements Analysis, Risk Management, Business Analysis, Investment Banking, Equities, SDLC, Fixed Income, Derivatives, Trading, Risk, Credit, Front Office, Analysis, Middle Office, Asset, Product Development, Microsoft Office, Documentation, Market Data
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2004
MSCF, Computational Finance/Financial Engineering
Clemson University 1991 — 1993
MS, Computer Science
University of Madras 1986 — 1990
"Bachelor of Engineering" or B.E, Computer Science
Yodlee June 2008 - May 2013
Lehman Brothers March 2007 - June 2008
Merrill Lynch 2002 - 2007
Skills
Product Management, Financial Services, Payments, Product Development, Agile Project Management, Strategic Planning, SaaS, Go-to-market Strategy, Analytics, Strategic Partnerships, Agile Methodologies, Project Management, Strategy
Education
Carnegie Mellon University 1998 — 2002
BS, Computer Science
eKapital Investments 2013 - Present
eKapital Investments 2009 - 2012
Lehman Brothers 2007 - 2009
Putnam Investments 2006 - 2007
Select Energy 2003 - 2006
Williams Energy 2002 - 2003
Education
Carnegie Mellon University - Tepper School of Business
MSc, Computational Finance
University of Warwick, United Kingdom
MSc, Economics
Daiwa Securities America Inc. April 2008 - Present
Bear Stearns July 2003 - February 2007
Lehman Brothers June 2002 - July 2003
Deutsche Bank May 2000 - December 2001
Robert Fleming May 1999 - May 2000
Clarion Capital March 1998 - May 1999
Schroder Securities September 1991 - January 1998
Skills
Equities, Mutual Funds, Investments, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Equity Research, Portfolio Management, Bloomberg, Institutional..., Alternative Investments, Equity Derivatives, Securities, Emerging Markets
Education
City University London 1988 — 1991
Bsc (Hons), Economics & Computing
MicroDental - a DTI Laboratory February 2008 - Present
WMC Mortgage April 2004 - February 2008
Lehman Brothers March 2000 - April 2004
Pacific Service Credit Union January 1998 - March 2000
Skills
Loans, Credit, Mortgage Lending, Microsoft Office, Real Estate, Human Resources, Risk Assessment, Onboarding, Financial Services, Portfolio Management, Banking, Credit Analysis, Credit Risk, Credit Cards, Relationship Management, Strategic Financial..., Investments, Financial Analysis, Retail Banking, Financial Risk
Education
City College of San Francisco 1986 — 1990
Bachelor's Degree, Computer Science
E*TRADE Financial Corporation October 2014 - Present
SunGard November 2011 - January 2014
StayinFront April 2009 - January 2010
Credit-Suisse March 2008 - October 2008
Netik, LLC April 2007 - January 2008
Lehman Brothers November 2004 - August 2006
Allianz Dresdner Asset Management January 2002 - October 2004
Advent Software, Inc April 2001 - November 2001
Kana Communications August 2000 - January 2001
Citibank, NA November 1997 - August 2000
Skills
Hedge Funds, Software Project..., Business Analysis, Data Warehousing, Agile, Microsoft SQL Server, Databases, Agile Methodologies, Integration, SDLC, Data Modeling, Quality Assurance, ETL, Oracle
Education
Central Connecticut State University 1986 — 1991
PIMCO February 2012 - Present
PIMCO January 2011 - February 2012
Allianz Global Investors July 2008 - January 2011
Lehman Brothers August 2007 - May 2008
Skills
Fixed Income, Mutual Funds, Equities, Series 7
Education
Centre College 2003 — 2007
BS, Financial Economics
Societe Generale Programmer Analyst/BASG Americas LLC1997 - Present
Lehman Brothers 1995 - 1997
Alliance Capital Management 1986 - 1995
Skills
Fixed Income, Investment Banking, Derivatives
Education
City University of New York 1984 — 1987
retired March 2010 - Present
Heiwa Terrace Board January 2012 - Present
Peapod February 2000 - February 2010
AT&T Wireless 1996 - 1999
Lehman Brothers 1996 - 1996
VOA Associates 1985 - 1995
General American Equities 1983 - 1985
GE Information Services 1978 - 1983
Skills
Customer Service, E-commerce, Leadership, Microsoft Office, Process Improvement, Program Management, Team Building, Strategic Planning, Analytics, Microsoft Excel, Forecasting, Cross-functional Team..., Visio, Project Management, Budgets, Account Management, Salesforce.com, Microsoft Word, Management, Quality Assurance
Education
City Colleges of Chicago-Wilbur Wright College
Lake View High School
Robert Morris Elementary School
NASDAQ OMX August 2012 - June 2015
Bank of America Merrill Lynch September 2004 - July 2012
Lehman Brothers March 1996 - June 2004
BearingPoint 1996 - 2004
Skills
Capital Markets, Banking, Cross-functional Team..., Derivatives, Electronic Trading, Enterprise Software, Equities, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Innovation, Investment Banking, Portfolio Management, Program Management, Relationship Management, Risk Management, Strategic Planning, Trading Systems, Strategy, Business Analysis, Management
Education
Carnegie Mellon University - Tepper School of Business
MSIA (MBA)
The George Washington University
The George Washington University
University of Colorado Boulder - Leeds School of Business
BS, Finance
BNC Mortgage (A Lehman Brothers Company) 1995 - 2005
BNC Mortgage 1995 - 2005
Lehman Brothers 1995 - 2005
Education
Chapman University
Citigroup August 1998 - Present
Morgan Stanley July 1994 - July 1998
Lehman Brothers 1997 - 1998
Skills
Fixed Income, Credit Risk, Equity Derivatives, Equities, FX, Risk Management, Trading Systems, Series 7, Risk, Valuation
Education
Carnegie Mellon University 1992 — 1994
MS, MIS
Renmin University of China 1987 — 1990
MS, Finance
Xiamen University 1981 — 1985
BS, Computational Mathematics
Bank of America April 2013 - Present
Bank of America December 2011 - April 2013
Bank of America November 2008 - December 2011
Lehman Brothers March 2008 - November 2008
Bank of America 2000 - 2008
Sonoco Products Company 1997 - 2000
Skills
Program Management, Strategy, SDLC, Project Management, Management, PMO, Six Sigma, Operations Management, Recruiting, Stakeholder Management, Continuous Improvement, Negotiation, Operational Excellence, Banking, Infrastructure, Change Management, Vendor Management, Project Delivery, Risk Management, Forecasting, Disaster Recovery, Leadership, Portfolio Management, Project Portfolio..., Financial Analysis, Strategic Planning, Business Continuity, Business Analysis, Data Center, Coaching, Executive Management, Process Improvement, Mergers, Business Process..., IT Strategy, Governance
Education
Central Michigan University
MPA, Public Administration
Central Michigan University
BFA; BS, Political Science, Journalism
Syncsort March 2014 - Present
SR Labs June 2014 - Present
NYSE Euronext July 2008 - March 2014
Lehman Brothers 2004 - 2008
American Express 2002 - 2004
Deloitte Consulting 1999 - 2002
Skills
Board Presentations, Advisory Boards, Strategic Planning, Financial Modeling, Capital Budgeting, Budget Management, Business Strategy, Trading, Mergers, Risk Management, Due Diligence, Strategic Sourcing, Investments, Financial Services, Mergers & Acquisitions, Budgets, Equities, Capital Markets, Financial Analysis, Finance, Strategy, Management, Corporate Finance, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA
Carnegie Mellon University - Tepper School of Business 1996 — 1999
1999, Finance
Univ of Mumbia
Univ of Mumbia
Balyasny Asset Management 2008 - Present
Lehman Brothers 2005 - 2007
Skills
Valuation, Equities, Hedge Funds, Financial Analysis, Bloomberg, Investments, Management, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2005
Bachelor of Science (B.S.) in Business Administration, Finance
JPMorgan Chase June 2011 - Present
Credit Suisse 2007 - 2011
Lehman Brothers 2004 - 2007
Thales Fund Management 2000 - 2004
Lehman Brothers 1997 - 2000
Skills
Statistical Arbitrage, Volatility, Market Making, Trading System, Proprietary Trading, Electronic Trading, Quantitative Finance, Trading Systems, Equity Derivatives, Low Latency, Equity Trading, Derivatives, Options, Fixed Income, Hedge Funds, FX Options, Equities, Quantitative Investing, Program Trading, Stochastic Calculus, Trading
Education
Carnegie Mellon University - Tepper School of Business 1996 — 1997
MSCF, Computational Finance
University of Maryland College Park 1989 — 1995
PhD, Mathematics
Reed College 1984 — 1988
BA, Mathematics
Barclays Wealth November 2008 - Present
Lehman Brothers 2002 - 2008
UBS Global Asset Management July 2001 - February 2002
Deutsche Bank June 1994 - June 2000
Financial Trading Systems 1985 - 1989
American Express 1983 - 1985
Skills
Fixed Income, Asset Managment, Investment Banking, Equities, Trading Systems, Asset Management, Derivatives, Capital Markets, Vendor Management, Financial Services, Management, Business Analysis, Market Data, SDLC, Portfolio Management, Risk Management
Education
City University of New York 1969 — 1975
B.A., Economics/Computer Science
Deutsche Bank Securities July 2010 - Present
Barclays Capital 2008 - August 2010
Lehman Brothers 2005 - 2008
Education
Central European University 2004 — 2005
MBA, Finance
National University of Ireland, Galway 2000 — 2004
LLB, Law
Nomura Securities 2010 - Present
Royal Bank of Scotland June 2008 - March 2011
Lehman Brothers July 2000 - May 2008
Bear Stearns February 1998 - June 2000
Merrill Lynch August 1997 - January 1998
Goldman Sachs February 1997 - August 1997
Dime Bank June 1996 - February 1997
Skills
Trading Systems, Equities, Fixed Income, Electronic Trading, FX Options, Equity Derivatives, Investment Banking, Derivatives, Exchange Connectivity, Market Data, Low Latency, Prime Brokerage, Middle Office, Capital Markets, Back Office, Sybase, Interest Rate..., Credit Derivatives, Financial Services, Swaps, Reference Data, Equity Trading, Options, Market Risk, Trading, Bloomberg, Financial Markets, Hedge Funds, Structured Products, Settlement, Technical Analysis, Commodity, Foreign Exchange, Securities, Financial Risk, Autosys, Emerging Markets, TIBCO Rendezvous, Alternative Investments, Asset Management, VBA, Fidessa, Financial Structuring, Portfolio Management, Order Management, Risk Management, Valuation
Education
Charles Sturt University 2008 — 2010
M.S., Information Technology
RBC Capital Markets September 2013 - Present
Barclays Capital September 2008 - August 2013
Lehman Brothers August 1997 - September 2008
Skills
Equity Research
Education
Hamilton College 1993 — 1997
BA, Economics
Choate Rosemary Hall 1989 — 1993
Geller & Company April 2013 - Present
Lehman Brothers (in Administration) June 2010 - January 2013
Lehman Brothers (in Administration) September 2008 - June 2010
Lehman Brothers July 2005 - September 2008
Skills
Financial Reporting, Expense Management, Compensation & Benefit, Cost Reporting, Insolvency, Middle Office, Fixed Income, Derivatives, Equities, Allocations
Education
City University (GB) 1993 — 1996
Business Studies, Honours, 2:1
RBC June 2013 - Present
Barclays May 2007 - May 2013
Lehman Brothers October 2006 - May 2007
Bear Stearns October 2004 - September 2006
Commerzbank Securities September 1998 - April 2004
Skills
Market Data, Trading Systems, Equities, Electronic Trading, Fixed Income, Trading, Derivatives, Quantitative Analytics, Portfolio Management, Investment Banking, Equity Derivatives, Credit Derivatives, Capital Markets, Equity Trading
Education
City University of New York 1995 — 2000
Bachelor of Science (BS), Computer Science
ShopAtHome.com July 2015 - Present
HomeAdvisor November 2013 - Present
Barclays January 2012 - May 2012
Barclays Capital September 2008 - December 2011
Lehman Brothers May 2006 - September 2008
Lehman Brothers June 2004 - May 2006
Skills
Equities, Hedge Funds, Trading, Fixed Income, Financial Modeling, Securities, Middle Office, Strategy, Business Strategy, Portfolio Management, Credit, Tableau, Leadership, Big Data Analytics, Project Management, IT Infrastructure..., Infrastructure, SQL, Strategic Planning, Forecasting, Bloomberg, Loans, Prime Brokerage, Mergers & Acquisitions, Analysis, Series 7, Series 63, Result Oriented, Information Technology, Business Transformation, Software Development, Software Project..., Risk Management, Credit Risk, Customer Service, Budgets, Financial Forecasting, CPR Certified, Outdoor Emergency Care..., Microsoft SQL Server, Databases, analys, Data Analysis, Data Analytics, Management, Finance, Analytics, Sales, Business Intelligence, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.55
Morgan Stanley November 2011 - Present
Barclays Capital September 2008 - October 2011
Lehman Brothers January 2007 - September 2008
Lehman Brothers May 2005 - January 2007
Skills
Fixed Income, Financial Modeling, Capital Markets, Hedge Funds, Derivatives, Prime Brokerage, Quantitative Investing, Trading, Portfolio Management, Valuation, Investments, Equity Derivatives, Investment Banking, Financial Risk, ETFs, Finance, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MS, Computational Finance
FRM®
Global Association of Risk Professional (GARP)
Shanghai Jiao Tong University
Bachelor of Engineering (BE)
News America Marketing July 2012 - Present
AIG Financial Products March 1999 - August 2011
GE Capital 1997 - 1999
Schroders 1990 - 1997
Lehman Brothers 1988 - 1990
Citicorp Real Estate, Inc. 1985 - 1988
Skills
Bespoke Research, Qualitative Research, Competitive Intelligence, Legal Research, Financial Research, Regulatory / Credit /..., Market Data Management, Market Data Vendor..., Sourcing, AML, KYC, Market Research, Six Sigma, Green Belt, Process Improvement, Data Validation, Asset Pricing Validation, Master Data Validation, Records Management, Research Project..., Process Management, Project Management, Market Data, Research, Vendor Management
Education
City University of New York
Business Administration
West Point Partners January 2009 - Present
Lehman Brothers January 2000 - January 2009
Jones Lang LaSalle 1993 - 2000
Jones Lang Wootton 1993 - 2000
Skills
Private Equity, Investment Banking, Capital Markets, Asset Managment, Valuation, Alternative Investments, Investments, Equities, Mezzanine, Due Diligence, Financial Structuring, Corporate Finance, Hedge Funds, Financial Modeling, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance and Accounting
Case Western Reserve University 1981 — 1986
Civil Engineering
Passport Capital May 2010 - Present
GoldPoint Partners LLC August 2008 - May 2010
Lehman Brothers July 2006 - June 2008
Skills
Private Equity, Mezzanine, Bloomberg, Financial Modeling, Finance, Equity Research, Investment Banking, Valuation, Hedge Funds
Education
Case Western Reserve University 2002 — 2006
BA, European History, English minor
Case Western Reserve University 2002 — 2006
BS, Management (Finance)
Weatherhead School of Management at Case Western Reserve University 2002 — 2006
BS, Management (Finance)
Lehman Brothers 1999 - 2002
Bankers Trust Company 1996 - 1999
Skills
Credit Risk, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.), Finance and Marketing
MarketAxess October 2012 - Present
Nomura Securities International November 2009 - October 2012
Mismi Inc. August 2008 - November 2009
Knight Equity Markets June 2003 - April 2007
Lehman Brothers October 2000 - June 2003
Volvo Finance North America May 1998 - October 2000
Telxon March 1996 - June 1997
Education
Case Western Reserve University 1992 — 1996
BS, Computer Engineering
moscow institute of steel and alloys 1991 — 1992
Computer Engineering
Nomura October 2009 - Present
Barclays Capital October 2008 - January 2009
Lehman Brothers January 2008 - September 2008
Goldman Sachs June 2007 - August 2007
Goldman Sachs May 2005 - April 2007
Skills
Equities, Emerging Markets, Trading, FX Options, Derivatives, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Bloomberg, Options, Swaps, Finance, FX Trading, Foreign Exchange, Financial Markets, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2007
Masters, Computational Finance
University of Pennsylvania 2000 — 2004
Bachelors, Electrical Engineering, Computer Science
State Street 2011 - Present
PNC 1998 - 2007
Lehman Brothers 1989 - 1996
Skills
Fixed Income, Securities, Public Speaking, Equities, Series 7, Bloomberg, Capital Markets
Education
Carnegie Mellon University
MPM, Public Management
The College of William and Mary
BBA, Accounting
ITOCHU International September 2005 - Present
Deutsche Bank Securities February 2001 - April 2002
JP Morgan May 2000 - February 2001
Lehman Brothers October 1994 - May 2000
Daimler-Benz/AEG Automation, Inc. 1988 - 1991
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA, Finance
University of Michigan 1981 — 1986
BS Engineering, Mechanical & Electrical Enginnering
St. Mary's International School (Tokyo) 1976 — 1981
High School
St. Maur's sister school
Macro Consultants, LLC June 2015 - Present
Columbia University Medical Center June 2010 - Present
NYC School Construction Authority March 2009 - August 2010
Bank of America February 2007 - February 2009
Trammell Crow Company October 2004 - February 2007
Lehman Brothers January 2001 - October 2002
Gensler 1999 - 2001
Hanscomb 1998 - 1999
The Guardian Life Insurance Company of America 1995 - 1998
Office Relocation Management 1993 - 1995
Skills
Real Estate, Project Management, Project Planning, Budgets, Program Management, Submittals, Design Research, Facilities Management, Analysis, Space-planning, Mergers & Acquisitions, Construction, Architectural Design, Corporate Real Estate, Construction Management, Contract Negotiation, Management, Space planning, Procurement, Sustainability, Six Sigma, MS Project, Finance, Green Building, Vendor Management, Project Coordination, Contract Management, Interior Design, Renovation, Business Strategy
Education
Columbia University in the City of New York 2010 — 2013
Master of Science, Construction Administration
Cornell University 1991 — 1993
Bachelor of Science, Facilities Management
Cazenovia College 1988 — 1990
Associate of Applied Science, Interior Design
Bloomberg December 2009 - Present
Barclays Capital October 2008 - December 2009
Lehman Brothers July 2007 - October 2008
Operasolutions April 2005 - June 2007
Skills
Credit Risk, Valuation, Risk Management, Credit, Business Intelligence, Data Analysis, Loans, Residential Mortgages, Mergers & Acquisitions, Analysis, Statistical Modeling, Mortgage Lending, MBS, Credit Cards, Fixed Income, Derivatives, Bloomberg, Retail Banking, Equities, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
Computational Finance
Zhejiang University 2002 — 2005
MS, Computer Science
Barclays March 2011 - Present
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2007 - September 2008
Urban Dove February 2000 - August 2008
Lehman Brothers May 2006 - August 2006
Skills
Sungard GMI, Rofle & Nolan RISC, ADP, INFOPAC
Education
Chestnut Hill College 2003 — 2007
Bachelor's degree, Accounting, 3.6/4.0
Barclays Capital June 2008 - Present
Lehman Brothers June 2008 - November 2008
Skills
Bloomberg, Series 7, Derivatives, Equities, Capital Markets, Trading, Financial Modeling, Hedge Funds, Valuation, Equity Research
Education
Cornell University 2003 — 2007
BS, Policy Analysis and Management
Choate Rosemary Hall 2002 — 2003
Post Graduate Certificate
Credit Suisse July 2015 - Present
Morgan Stanley June 2014 - August 2014
DeltaWomen January 2012 - May 2014
Citi October 2011 - July 2013
Nomura Securities October 2008 - September 2011
Lehman Brothers July 2008 - September 2008
Barclays Capital, Fixed Income Research & IT, Tokyo June 2007 - August 2007
University College of London June 2006 - March 2007
Skills
Investment Banking, Derivatives, Financial Modeling, Valuation, Fixed Income, Bloomberg, Capital Markets, Quantitative Finance, Emerging Markets, Corporate Finance, Trading Systems, Quantitative Analytics, Commodity, Business Analysis, Market Data, Analytics, Data Analysis, Equities, Financial Analysis, Portfolio Management, Strategy, Trading, Finance, Project Management, Analysis, Investments
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University - Tepper School of Business 2011 — 2011
MSc.
Nanyang Business School, Singapore 2009 — 2011
MSc.
Stanford, Graduate School of Business - Summer Institute of General 2009 — 2009
Summer Institute
Nanyang Technological University (NTU) 2004 — 2008
Bachelor
University College London, U. of London 2006 — 2006
Extended Research Internship
JLC Environmental Consultants, Inc. June 2007 - Present
NYU School of Continuing and Professional Studies 2013 - 2014
Lehman Brothers November 2006 - June 2007
BNY Mellon May 2006 - November 2006
Skills
Environmental Awareness, Asbestos, Legal Research, Manage Client..., Investigative Reporting, Familiar with Bank..., Industrial Hygiene, Phase I, EHS, Hazardous Materials, Risk Management, Remediation, Environmental Compliance, Project Management, Microsoft Office, Sustainability, Construction Management, Construction, Contract Negotiation, Management, Due Diligence, Customer Service, Indoor Air Quality, Contract Management, Budgets, Environmental..., Project Planning
Education
NYU School of Continuing and Professional Studies 2009 — 2014
Wesleyan University 1989 — 1993
B.A., Biology
City University of New York
City University of New York
Green Building Certification Institute
Regional Alliance for Small Contractors
Regional Alliance for Small Contractors
Regional Alliance for Small Contractors
First Independence Bank July 2013 - Present
Michigan Mutual Inc. April 2008 - June 2013
Lehman Brothers June 2006 - January 2008
Skills
Mortgage Banking, Mortgage Lending, FHA, Residential Mortgages, Refinance, Loans, VA loans, FHA financing, USDA, Credit, Credit Analysis, Government Loans, Banking, Investment Properties, First Time Home Buyers, Mortgage Marketing, Real Estate, Finance, Real Estate Financing, Wholesale Lending, Cold Calling, Sales Management
Education
Central Michigan University 1984 — 1998
BSBA, Finance/Marketing
Kohala Capital Partners October 2011 - Present
Becker Capital Management April 1994 - August 2011
Russell Investments July 1991 - March 1994
Lehman Brothers 1987 - 1991
Skills
Asset Management, Portfolio Management, Financial Modeling, Valuation, Equities, Investment Strategies, Series 7, Manager Selection, Asset Allocation, Bloomberg, Capital Markets, Bonds, Hedge Funds, Derivatives, Investment Banking, Alternative Investments, Relative Value, Global Macro, Private Equity, Investments, Fixed Income, Equity Research, Tactical Asset...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA, Finance
Universitaet Bern 1980 — 1985
Lic. Rer. Pol., Economics, Magna cum laude
UBS 2007 - October 2014
Lehman Brothers 1997 - 1999
Kidder Peabody 1994 - 1995
J.P. Morgan 1984 - 1994
Skills
Management, Investment Banking, Equities, Treasury Management, Fixed Income, Capital Markets, Derivatives, Financial Modeling, Financial Markets, Valuation, Corporate Finance
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
Master of Business Administration (MBA)
Colorado College 1974 — 1978
Bachelor of Arts (BA)
HF-Solutions September 2008 - Present
Principle Advisors Inc. July 2002 - September 2008
Golden Harris Capital Group Inc September 1999 - August 2002
M J Holdings September 1996 - June 1998
John Hancock / Tucker Anthony January 1989 - December 1996
Lehman Brothers January 1983 - December 1989
Drexel Burnham Lambert January 1979 - December 1983
L.F.Rothschild & Co January 1971 - December 1977
Skills
Portfolio Management, Investments, Asset Management, Equities, Capital Markets, Hedge Funds, Risk Management, Alternative Investments, Trading, Financial Services, Strategy, Securities, Mutual Funds, CRM, Bonds, Banking, Leadership, Private Equity, Insurance, Finance, Series 7, Management, Fixed Income, Investment Banking, Trading Systems, Financial Modeling, Derivatives
Education
City University of New York 1965 — 1969
BA, Economics
Seven Eight Capital LLC January 2013 - Present
IV Capital December 2009 - January 2013
Banc of America Securities May 2007 - March 2009
WorldQuant / Millennium Partners 2009 - 2009
Lehman Brothers January 2006 - May 2007
Skills
Proprietary Trading, Quant, Equity Trading, Electronic Trading, Trading Systems, High Frequency Trading, Statistical Arbitrage, Portfolio Management, Quantitative Investing, Trading Strategies, Equity Derivatives, Quantitative Finance, Equities
Education
Carnegie Mellon University 2004 — 2005
MS, Computational Finance
Fordham University 2000 — 2004
Bachelor of Science (BSc), Finance and Math
PrO Unlimited March 2009 - Present
Lehman Brothers June 2007 - September 2008
New York Board Of Trade October 2001 - April 2007
Merrill Lynch September 1999 - August 2001
Education
City University of New York 1993 — 1996
Master of Science, Computer Science
Trading Partners May 2013 - January 2014
ITG November 2008 - February 2013
Lehman Brothers March 1996 - March 2008
Demer IR Counsel June 1994 - March 1996
Hambrecht & Quist December 1993 - May 1994
Lehman Brothers 1989 - December 1993
Skills
Electronic Trading, Trading Systems, Bloomberg, Financial Markets, Market Data, Trading Strategies, High Touch Trading, Trading, Hedge Funds, Options, Equity Derivatives, Derivatives, Equity Research, Alternative Investments, Asset Management, Securities, Capital Markets, Fixed Income, Investments
Education
Carnegie Mellon University 1983 — 1987
Bachelor's degree, Industrial Management
Central Bucks West
Zephyr Management, L.P. July 2010 - April 2012
Goldman Sachs 2007 - 2010
Credit Suisse 2005 - 2007
Lehman Brothers 2001 - 2005
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Equities, Financial Modeling, Fixed Income, Fund Of Funds, Hedge Funds, Investment Banking, Investments, Mergers, Mergers, Portfolio Management, Private Equity, Securities, Series 7, Valuation, Mergers & Acquisitions
Education
Choate Rosemary Hall
Duke University
BA, History
Georgetown University Law Center
JD, Law
AppNexus May 2015 - Present
Rocketrip, Inc. July 2014 - May 2015
AppNexus March 2012 - July 2014
The Hartford March 2011 - March 2012
Barclays September 2008 - November 2010
Lehman Brothers June 2007 - September 2008
Protiviti June 2005 - June 2007
Skills
Sales, Salesforce.com, Sales Management, Negotiation
Education
Kansas State University 2002 — 2005
BS
Catawba College 2001 — 2001
Blue Valley North HS 1997 — 2001
Quant Hedge Fund April 2011 - Present
MPG May 2010 - August 2010
Lehman Brothers September 2007 - January 2008
Education
City University of New York 2003 — 2010
Computer Engineering Technology, Computer Science, Electronics
BP Energy March 2011 - Present
Dynegy November 2007 - March 2011
New Century Mortgage April 2005 - October 2007
Dynegy April 2004 - April 2005
Lehman Brothers June 2002 - April 2004
Dynegy March 2001 - June 2002
El Paso Energy Corporation February 2000 - March 2001
ExxonMobil January 1999 - February 2000
Fulbright & Jaworski January 1998 - January 1999
Skills
Natural Gas
Education
Champion School of Real Estate 2010 — 2010
Real Estate License, Real Estate
North Harris Montgomery Community College 1997 — 2000
Associate of Applied Science, Paralegal Studies
Center for Advanced Legal Studies 1990 — 1991
Certificate, Paralegal
Societe Generale November 2010 - Present
Nomura November 2008 - November 2010
Lehman Brothers May 2008 - October 2008
Lehman Brothers May 2004 - May 2008
Deutsche Bank February 2000 - May 2004
Comverse March 1995 - July 1997
Skills
Capital Markets, Emerging Markets, Derivatives, Options, Structured Products, Investment Banking, FX Options, Financial Markets, Equities, Bloomberg, Trading Systems, Trading, Market Risk, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
Dual Degree: MBA & MS Computational Finance
Technion - Israel Institute of Technology 1990 — 1995
BS, Electrical Engineering
Pontificia Universidad Católica del Perú 1989 — 1990
Engineering
Colegio Leon Pinelo
Millennium Partners March 2012 - Present
Soros Fund Management March 2009 - December 2011
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2005 - September 2008
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Portfolio Management, Quantitative Finance, Valuation
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2005
Ph.D., Finance
Family Office & Private Management July 2013 - Present
Family Office & Private Management March 2009 - Present
Lehman Brothers January 2007 - January 2009
Bear Stearns February 2004 - December 2006
Outcome Capital 2000 - 2003
Education
Cornell University
NYU Stern School of Business
Bachelor of Business Administration (B.B.A.)
Choate Rosemary Hall
Barclays September 2008 - Present
Lehman Brothers August 2005 - September 2008
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA)
NYU Stern School of Business 1994 — 1998
Bachelor of Science (B.S.)
AB December 2013 - Present
Teradata May 2012 - June 2013
UBS September 2010 - September 2011
Credit Suisse March 2009 - May 2010
Citi June 2008 - December 2008
Credit Suisse April 2007 - March 2008
JPMorgan Chase March 2001 - March 2007
Nomura October 1999 - June 2000
Lehman Brothers 2000 - 2000
Bankers Trust + Alex Brown & Sons (-> Deutsche Bank) August 1998 - October 1999
Skills
Project Management, Databases, Sybase, Data Warehousing, Unix Shell Scripting, Gloss, Production Managment, Credit Risk, Performance Management, Fixed Income, Banking, Trading, Big Data, Analysis, SDLC, Shell Scripting, Business Analysis, Integration
Education
City University London
MS Information Engineering, Control Systems
The Maharaja Sayajirao University of Baroda
Master's degree, Physics
The Maharaja Sayajirao University of Baroda
Bachelor's degree, Physics
Seven Eight Capital November 2012 - Present
IVC Americas May 2007 - September 2012
Data Mining Systems April 2006 - May 2007
Lehman Brothers 2001 - 2006
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2007
Master of Science (MS), Computational Finance
Duke University 1994 — 1998
BA, Computer Science
Coldwell Banker Real Estate March 2014 - Present
Round Hill Partners September 2013 - March 2014
Morgan Stanley June 2008 - March 2013
Lehman Brothers April 2005 - May 2008
Royal Bank of Scotland June 2003 - March 2005
Skills
Investment Properties, Investments, Marketing, Real Estate
Education
Trinity College-Hartford 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
Choate Rosemary Hall 1994 — 1998
Bank of America Merrill Lynch May 2011 - Present
RBC Capital Markets March 2009 - March 2011
Lehman Brothers July 2005 - October 2008
Skills
Commodities Derivatives...
Education
Swarthmore College 2001 — 2005
Bachelor of Science (BS), Engineering
Swarthmore College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Choate Rosemary Hall 1997 — 2001
Greens Farms Academy 1988 — 1997