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
Lehman Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lehman Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lehman Brothers Employees
BMO Capital Markets 2012 - 2014
UBS Wealth Management September 2008 - July 2010
Lehman Brothers August 2006 - September 2008
New Balance February 2005 - August 2006
New Balance August 2002 - February 2005
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Colby College 1998 — 2002
Bachelor of Science (BS)
Carlson Capital, L.P. August 2015 - Present
Citadel LLC July 2012 - January 2015
Citadel Investment Group April 2011 - January 2015
Goldman Sachs September 2009 - April 2011
Union Square Advisors July 2007 - September 2009
Lehman Brothers July 2006 - July 2007
Skills
Investment Banking, Equities, Hedge Funds, Private Equity, Financial Modeling, Financial Analysis, Finance, Strategy, Venture Capital, Valuation, Infrastructure, Equity Research, Investments, Portfolio Management, Technology Investment, Corporate Finance, Bloomberg, FactSet, Microsoft Excel, Long/Short Equity, Market Research, Data Analysis, Mergers & Acquisitions, Capital Markets, Due Diligence, Analysis, Asset Management
Education
Claremont McKenna College 2002 — 2006
Bachelor's degree, Accounting and Finance
Claremont McKenna College
Keller Williams Realty December 2013 - Present
Coldwell Banker Residential Brokerage July 2013 - December 2013
Vantium Capital July 2010 - July 2013
JPMorgan Chase June 2009 - December 2009
HEIT Consulting 2008 - 2009
Lehman Brothers October 2006 - February 2008
QMark, Inc. 2005 - 2006
ULQ, LLC. March 2004 - March 2005
Ellis Computer Consulting 2003 - 2004
GreenPoint Credit June 2000 - November 2003
Skills
Disaster Recovery, Business Continuity, Project Management, SharePoint, Windows Server, VoIP, Technical Architecture, Networking, SIP, Workforce Management, Vendor Management, Security, Data Center, IT Strategy, IT Management, SDLC, Integration, Information Security, Active Directory, ITIL, Troubleshooting, Leadership, Call Centers, CRM, Business Analysis, IT Operations, Information Technology, Management, Telecommunications, Network Administration, Network Design, System Deployment, Enterprise Software, Technical Support, Visio, Professional Services, Infrastructure, Consulting, Enterprise Architecture, Cloud Computing, Contract Negotiation, Project Planning, Sales
Education
Coleman College 1990 — 1994
BS, Business Information Systems
San Diego State University-California State University 1984 — 1985
Business/Office Automation/Technology/Data Entry
ERN GRAPHIC DESIGN May 2000 - Present
Lehman Brothers October 2004 - December 2008
Merrill Lynch September 2001 - July 2004
Education
CUNY Bronx Community College
Liberal Arts and Sciences/Liberal Studies
Hunter College
Liberal Arts and Sciences/Liberal Studies
At an International Clearing Firm April 2013 - Present
Broadridge Financial September 2011 - April 2013
Wells Fargo March 2002 - June 2011
Deutsche Bank NY May 1996 - February 2002
Lehman Brothers August 1988 - May 1996
Security Pacific Bank July 1987 - August 1988
Skills
Finra Series 7, Finra Series 63, Finra Series 27, Settlements, Investigations, Compensation, Fixed Income, Securities, Equities, FX, FINRA, Reconciliation, Options, Derivatives, Capital Markets, Back Office, Investment Banking, Series 63, Bonds, Swaps, Cash Management, Funding, Operations Management, Process Improvement, Brokerage, Change Management, MBS, Risk Management, Account Reconciliation, FX Options, Mutual Funds, Settlement, Banking, Finance, Asset Management, Foreign Exchange, Series 7, Financial Services, Trading, FX trading, Prime Brokerage, Wealth Management, Investments, Financial Markets, Middle Office, Trading Systems, Bloomberg, Portfolio Management, Electronic Trading, Financial Risk
Education
New York Institute of Technology 1984 — 1987
BS, Business Administration
Clarkson University 1983 — 1984
Chemical Engineering
Brentwood High School 1979 — 1983
Brentwood High School 1979 — 1983
High School Diploma, Science and math
New Hanover County July 2015 - Present
New Hanover County June 2012 - July 2015
New Hanover County October 2007 - June 2012
Lehman Brothers June 2004 - June 2007
Procter & Gamble (Reflect.com Subsidiary) 1999 - 2002
Procter & Gamble 1993 - 1999
Skills
Strategy Formulation, Strategy Execution, Public Policy..., Performance Management, New Business Development, Financial Analysis, Financial Modeling, Business Process Design..., Policy, Strategy
Education
Cornell University 2002 — 2004
Master of Business Administration (MBA), Finance
Clarkson University 1988 — 1993
Bachelor of Science (BS), Chemical Engineering
Bank of Tokyo November 2013 - Present
ASJ International, Inc. November 2009 - Present
Barclays Capital 2008 - 2009
Lehman Brothers March 2007 - December 2008
Morgan Stanley 1998 - 2007
Skills
Derivatives, Data Warehousing, Stocks, Data Analysis, Equities, Securities, Options, FX, Trading, Fixed Income, Investment Banking, Business Objects, Bonds, Trading Systems, Business Analysis, Analytics, Capital Markets, Management Consulting, Commodities, Business Intelligence, Investments, Requirements Gathering, Program Management, Equity Derivatives, Financial Markets, Futures, Electronic Trading, FIX Protocol, Business Research, Small Business, Commodity, Financial Modeling, Bloomberg, Valuation, Quantitative Analytics, Portfolio Management, Commodity Pools, Private Equity, Series 7, Risk Management, Corporate Finance, Financial Risk, Market Data, FX Options
Education
City University of New York-Hunter College 1977 — 1987
BA, Near Eastern Studies
New York Institute of Finance
Exotic Options Class
Department of Finance - City of New York December 2012 - Present
Department of Citywide Administrative Services - City of New York February 2009 - Present
God's Love We Deliver April 2006 - April 2010
Barclays Capital September 2008 - February 2009
Lehman Brothers July 2007 - September 2008
Athletic Style 1985 - 1989
Skills
Business Analysis, Business Process..., Project Planning, Business Process..., SDLC
Education
Hunter College 1991 — 1993
Master of Arts (MA), TESOL
New York University 1984 — 1988
Bachelor of Arts (B.A.), American History (United States)
UBS Investment Bank April 2010 - Present
Merrill Lynch June 2008 - April 2010
Lehman Brothers March 2000 - May 2008
Moore Capital Management May 1998 - February 2000
Federal Reserve Bank of New York July 1996 - May 1998
Federal Trade Commission 1994 - 1994
Skills
Fixed Income, Equities, Financial Markets, Macroeconomics, Economics, Global Macro, Rates, Market Analysis, Budget Process, Debt Management
Education
NYU Stern School of Business 2002 — 2005
Master of Business Administration (MBA), Finance and Economics
Colby College 1991 — 1995
Bachelor's degree, Economics
Bateleur, LLC January 2001 - Present
ezMed January 2010 - December 2012
Chef Works October 2007 - August 2008
Meridian VAT Reclaim February 1991 - September 2001
Lehman Brothers January 1980 - December 1990
New York City Industrial Development Agency January 1975 - December 1980
Skills
Corporate Finance, Executive Management, Sales, Start-ups, Venture Capital, Fundraising, Strategic Planning, New Business Development, Project Management, Sales Management, Business Development, Mergers, Forecasting, Operations Management, Contract Negotiation, Team Building, Management, Product Development, Marketing, Business Strategy, Marketing Strategy, Risk Management, Leadership, Mergers & Acquisitions, Business Planning, Management Consulting, Team Leadership, Financial Analysis, CRM, Negotiation, Training, Small Business, Investments, Strategy, Finance, Entrepreneurship, Investment Banking, Corporate Development, Project Finance, Strategic Partnerships, Consulting, Coaching, Social Media Marketing, Public Speaking, Customer Service, Public Relations, Due Diligence, Business, Financial Modeling, Advertising
Education
Pace University 1976 — 1979
MBA, Business Administration
City University of New York-Hunter College 1972 — 1976
BA, Business Administration
TPG Special Situations Partners L.P. February 2013 - Present
Citi January 2010 - April 2012
Citi January 2009 - December 2009
Citi January 2005 - December 2008
Citi January 2004 - December 2005
Citi May 2000 - December 2003
Lehman Brothers August 1997 - August 1999
State Street March 1994 - April 1997
Skills
Credit, Credit Risk, Credit Analysis, Credit Derivatives, Financial Modeling, Trading, Short Sales, Due Diligence, Leveraged Finance, Leveraged Lending, Distressed Debt, Alternative Investments, Investments, Principal Investments, Asset Managment, Capital Markets, Syndications, Risk Management, Liquidity Risk, Bloomberg, VBA, Series 7, Series 63, Hedge Funds, DCF Valuation, Enterprise Valuation, Structured Products, Loans
Education
Fletcher School, Tufts University 1999 — 2001
Master of Arts (MA), International Finance
Colby College 1989 — 1993
Bachelor of Arts (B.A.), Philosophy; Classics
Self Employed - Health & Wellness January 2014 - Present
Ovis Creative, LLC January 2011 - Present
Cohen & Steers April 2008 - January 2011
Dean Street Foo Dance 2004 - 2009
Bellevue Hospital February 2006 - April 2008
Credit Suisse 2005 - 2006
Merrill Corporation January 2002 - April 2005
Lehman Brothers September 1998 - November 2001
Skills
Adobe Creative Suite, Mac, InDesign, Illustrator, Yoga, Creative Direction, Adobe Illustrator, Adobe Photoshop, Adobe Premiere, Acrobat Professional, Adobe Indesign, QuarkXPress, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Adobe LiveCycle Designer, Kundalini Yoga, Vinyasa Yoga, Classical Ballet, Butoh, Graham Technique, Alexander Technique, Super 8mm Film, Travel Photography, Authentic Movement, Dance, Microsoft Office, Mental Health, Graphic Design, Hedge Fund Marketing, Adobe Acrobat, Photoshop, Editing, Teaching, Public Speaking, Wellness, Music, Acting
Education
Balance Arts Center 2010 — 2014
Alexander Technique, Certified Instructor
City University of New York-Hunter College 2006 — 2009
Biology, Statistics, Anthropology and Religious Studies
Kundalini Yoga East 2005 — 2006
Certified Kundalini Yoga Instructor
Mono NoAware
Mono NoAware
New Jersey City University
Bachelor's Degree, Fine and Studio Arts
Deloitte September 2013 - Present
Deloitte 2004 - 2013
United States Council for International Business January 2002 - April 2004
Yomiuri Shimbun May 1996 - June 1999
Lehman Brothers February 1994 - August 1995
Skills
Project Management, Strategy, International Business..., Marketing, International Relations, Strategic Planning, Business Development, Marketing Strategy, International..., Emerging Markets, Strategic Communications, Management Consulting, Program Management, Business Strategy, Public Speaking, Market Research, Media Relations, Survey Design, Proposal Writing, White Papers, Investment Policy, Marketing Communications, Economics, Investments, Entrepreneurship, Policy, Government, Analysis, Leadership
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1999 — 2001
Master's Degree, International economics (transition economies) and European studies, 3.76 (Honors)
University of Chicago 1994 — 1995
Master's Degree, Eastern Europe
Colgate University 1987 — 1990
Bachelor's Degree, Major History, Minor German, Honors
Mountain Lakes High School 1984 — 1989
High School Diploma, General Studies
Grey Healthcare Group March 2014 - Present
24/7 Media Inc. August 2011 - January 2014
LC Media Group September 2008 - November 2011
Lehman Brothers February 2005 - June 2011
Skills
CSS, jQuery, PHP, JavaScript, XML, HTML 5, HTML, Web Development, MySQL, Web Applications, Photoshop, Web Design, WordPress, Adobe Fireworks, Illustrator, Dreamweaver, Spanish-speaking, HTML emails, HTML5, CSS3, Mac, Website Development, XHTML, OS X, Front-end, Responsive Web Design, Responsive HTML Email, CMS, SEO, Databases, Management, Microsoft Office
Education
City University of New York-Herbert H. Lehman College 2008 — 2012
Bachelor of Applied Science (BASc), Computer Science
Maine Department of Health and Human Services May 2014 - Present
Harpswell Capital Advisors, LLC November 2013 - April 2014
Collins for Senator February 2013 - November 2013
Office of Senator Susan M. Collins March 2011 - November 2013
Gibson, Dunn & Crutcher LLP November 2009 - March 2011
Lehman Brothers August 2007 - January 2009
Office of Senator Susan M. Collins June 2003 - August 2005
Office of Senator Susan M. Collins February 2002 - June 2003
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA
Colby College 1999 — 2001
BA, Government
Dart Container July 2014 - Present
Dex Media, Inc. September 2009 - July 2014
Lehman Brothers January 2006 - October 2008
Skills
Digital Marketing, Lead Generation, Online Advertising, Marketing Strategy, Direct Marketing, SEM, Advertising, Social Media Marketing, Online Marketing, Marketing, SEO, Social Media, CRM, Social Networking, Advertising Sales, New Business Development, Sales, Google Adwords, Mobile Marketing, PPC, Digital Strategy
Education
Clarion University of Pennsylvania 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
U ARe! Fashions October 2010 - Present
inVentiv Health Clinical April 2000 - April 2013
Lehman Brothers August 1989 - December 1999
Skills
Fashion Design, Fashion, Apparel, Women Owned Business, Professional Women, Entrepreneurship, Sales, Online Retail, Fitness, Fitness Training, Fitness Industry, Fitness Modeling, Bodybuilding
Education
City University of New York-John Jay College of Criminal Justice 1991 — 1995
BS, Legal Studies
The Fulton-DeKalb Hospital Authority July 2015 - Present
salesforce.com February 2014 - February 2015
salesforce.com August 2013 - January 2014
Bay Area Council April 2013 - July 2013
Bloomberg Government June 2011 - March 2013
Charlotte in 2012 - Democratic National Convention September 2012 - September 2012
Ananse Shield Summer Leadership Academy April 2012 - September 2012
Bloomberg Government April 2010 - May 2011
Lehman Brothers June 2007 - June 2008
John Milledge Elementary School March 2007 - May 2007
Education
Georgetown University
MS, Microbiology/Immunology
Morehouse College
BS, Psychology/Public Health
Spelman College
Calculus II
Clark Atlanta University
Biology I
Paine College
Pre-Calculus
Davidson Fine Arts Magnet School
Music Performance, General
PricewaterhouseCoopers March 2010 - Present
eDelta Consulting January 2009 - March 2010
Risk Solutions International July 2004 - January 2009
Marsh July 2002 - July 2004
PricewaterhouseCoopers November 1998 - July 2002
Lehman Brothers 1997 - 1998
ING 1996 - 1997
TD Bank 1988 - 1996
Skills
Business Continuity, Financial Risk, Management Consulting, Consulting, Operational Risk, Crisis Management, Enterprise Risk..., IT Audit, Solution Architecture, Organizational..., Risk Management, Business Continuity..., Operational Risk..., Risk Assessment, Strategy, Disaster Recovery, Auditing, Governance, Business Strategy, Information Security, Executive Management, Finance, Management, Leadership, Business Process, Financial Services, Business Process..., Vendor Management, Enterprise Software, Analysis, Business Process...
Education
DePaul University 1994 — 1996
MBA, Finance
Clark University 1984 — 1988
BA, Liberal Arts
Barclays Investment Bank September 2014 - Present
Jefferies LLC June 2013 - September 2014
Tricor Ten Section Hub, LLC March 2008 - December 2012
Shell May 2006 - March 2008
Lehman Brothers May 2005 - July 2006
Banc of America Securities May 2004 - May 2005
Wedbush Morgan Securities December 2003 - May 2004
Citigroup May 2001 - August 2001
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Claremont McKenna College 2000 — 2003
Economics
Colgate University 1999 — 2000
Economics
Rosenblatt Securities July 2012 - Present
BTIG August 2011 - June 2012
Instinet Corporation October 2009 - July 2011
Investment Technology Group, Inc. July 1994 - August 2009
Lehman Brothers 1993 - 1994
CHEP 1992 - 1993
NYC Seaport and World Financial Center Restaurants 1986 - 1990
Skills
Trading, Equities
Education
Colby College 1982 — 1986
BA, American Studies
Red Bank Regional HS
St James Elementary School
Villanova University
Decision Economics, Inc. September 2012 - Present
Decision Economics March 2005 - September 2012
Deutsche Bank January 2000 - December 2004
Lehman Brothers June 1991 - June 1997
Lehman 1983 - 1997
Education
University of Pennsylvania 1974 — 1978
PhD, Economics
Clark University
Beam Capital February 2010 - Present
Beam Capital May 2010 - December 2010
Lehman Brothers April 2008 - July 2008
Ukrainian Consulate May 2007 - August 2007
V.Ships February 2004 - May 2006
Skills
Investments, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Valuation, Asset Management, Bloomberg, Fixed Income, Corporate Finance, Capital Markets, Hedge Funds, Analysis, Mutual Funds, Financial Markets, Economics, Derivatives, Investment Strategies, Securities, Alternative Investments, Private Equity, Bonds, Credit Analysis, Trading, Wealth Management, Structured Finance, Investment Management, Due Diligence, Project Finance, Finance, Options, Commodity, Strategic Financial..., Risk Management, Cash Management, Financial Risk, Managerial Finance, Credit Risk, Market Risk, Equity Research, Equity Valuation
Education
City University of New York-Hunter College 2008 — 2012
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Odessa National 'I.I. Mecnikov' University
Bachelor of Economics, Economics
Neuberger Berman December 2011 - Present
SBIR Ventures November 2006 - December 2011
National Science Foundation January 2010 - November 2011
Larta Institute January 2009 - November 2011
Qube Learning May 2009 - March 2011
eHuman January 2007 - December 2008
Banc of America Securities January 1996 - April 2004
Montgomery Securities 1996 - 2004
Morgan Stanley 1993 - 1996
Lehman Brothers 1991 - 1993
Skills
Start-ups, Strategy, Venture Capital, Business Strategy, SaaS, Management, Entrepreneurship, Private Equity, Product Management, Enterprise Software, Analysis, Financial Modeling, Management Consulting, Process Improvement, Leadership, Financial Analysis, Executive Management, Business Development, Equities, Consulting, Mergers & Acquisitions, Portfolio Management, Investments, Strategic Partnerships, Corporate Development, Competitive Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance, Honors
Colgate University 1981 — 1985
MA, Economics
Loomis Chaffee 1978 — 1981
PNC April 2014 - Present
E*TRADE Financial 2011 - 2012
Bessemer Trust June 2006 - October 2009
Lehman Brothers 2003 - 2006
Deutsche Bank (Formerly Banker's Trust Co.) 1998 - 2002
Bank of New York Mellon 1997 - 1997
JPMorgan Chase 1995 - 1997
Skills
Bloomberg, Equities, FX Options, Prime Brokerage, Trading, Securities, Financial Risk, Risk Management, Back Office, Hedge Funds, Trading Systems, Banking, Cash Management, Settlement, Fixed Income, Financial Services, AML, Derivatives, Mutual Funds, Analysis, Account Reconciliation, Middle Office, Series 7, Series 63, Relationship Management, Investments, KYC, Foreign Exchange, Operational Risk, Finance, Operational Risk..., Corporate Actions
Education
City University of New York-John Jay College of Criminal Justice 1987 — 1989
Law Enforcement Administration
SkyCom Call Center Contact Center BPO Customer Service El Salvador Central America January 2015 - Present
Exclusive Calls January 2012 - Present
Kavoossi Medical Offices March 2011 - Present
Kappa Alpha Theta September 2007 - January 2012
Peter F. Drucker and Masatoshi Ito School of Management September 2009 - December 2010
Lehman Brothers February 2008 - November 2008
Sobini Films/Lionsgate Entertainment July 2007 - December 2007
Littler Mendelson, LLP June 2006 - November 2007
Skills
Business Development, Event Planning, Social Media, Social Media Marketing, Facebook, Public Relations, Event Management, Social Networking, Microsoft Office, Non-profits, PowerPoint, Public Speaking, Editing, Cision, Microsoft Excel, Research, Fundraising
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2010
MBA, Strategy & Finance
Loyola Marymount University 2003 — 2007
B.A, Communication Studies
Lisa Talks Love™ November 2007 - Present
Wonder Womyn™ November 2007 - Present
Identity Magazine April 2009 - December 2011
City University of New York (CUNY October 2010 - October 2010
NARAL Pro-Choice New York October 2007 - June 2008
The Committee for Hispanic Children & Families, Inc. May 2006 - September 2007
Lehman Brothers November 2004 - April 2006
Citi September 2003 - November 2004
Skills
Sexuality Education, Sex Therapy, Dating & Relationship..., Public Speaking, Self-esteem, Social Media, Event Planning, Coaching, Social Networking, Social Media Marketing, Non-profits, Event Management, Entrepreneurship, Fundraising, Public Relations, Blogging, Leadership Development, Marketing, Career Counseling, Research, Executive Coaching, Spanish, Online Advertising, Community Outreach, Psychotherapy, Volunteer Management, Motivational Speaking, Nonprofits, Personal Development, Workshop Facilitation, Training
Education
University of Guelph 2008 — 2008
Certificate, Summer Intensive Sex Therapy Training Program
Columbia University 2005 — 2008
Master of Arts, Clinical Psychology
City University of New York-John Jay College of Criminal Justice 1999 — 2003
Bachelor of Science, Legal Studies
Citigroup March 2009 - Present
Barclays Capital September 2008 - February 2009
Lehman Brothers June 2006 - September 2008
Fujifilm 2000 - 2005
Skills
SDLC, Business Objects, Java Enterprise Edition, SOA, JMS, Oracle, Java, SQL, Agile Methodologies, Spring, Requirements Analysis, Weblogic, Enterprise Architecture, Visio, Software Project..., Data Warehousing, Flex, HTML 5, Mobile Applications, iOS development, Terracotta, MongoDB, Web Development
Education
City University of New York-Herbert H. Lehman College 2004 — 2005
Master's degree, Computer Science
Turn 2014 - Present
DataXu 2012 - 2014
HourSpaces 2010 - 2012
WisdomTree Asset Management 2008 - 2010
Lehman Brothers 2000 - 2005
Skills
New Business Development, Sales Management, International Sales, Strategic Partnerships, Business Strategy, International Business, Technology Development, Social Media Marketing, Facebook, Twitter, Blogging, Spanish, Entrepreneurship, Start-ups, Adtech, RTB, Display Advertising, Digital Media, Media Buying, Digital Marketing, Online Advertising, Enterprise Technology..., Online Marketing, Mobile Marketing, Advertising, Analytics, Marketing, Venture Capital, Digital Strategy, Business Planning, SEM
Education
UCLA Anderson School of Management 2005 — 2007
MBA, Finance and Entrepreneurship
Universidad Austral, Buenos Aires 2006 — 2006
MBA, Business
Colgate University 1996 — 2000
BA, Economics
Loomis Chaffee 1992 — 1996
Sand River Capital Advisors LLC March 2012 - Present
StormHarbour Securities March 2010 - March 2012
Reliance International LLC 2007 - 2009
Treflie Capital Management, LLC 2004 - 2007
Lehman Brothers 1999 - 2001
PaineWebber 1997 - 1999
Lord Abbett 1996 - 1997
Skills
Distressed Debt, Special Situations, Alternative Investments, Hedge Funds, Restructuring, Debt Restructuring, Debt Structuring, Middle Market, Private Equity, Private Placements, Private Wealth..., Financial Modeling, Financial Analysis, Financial Markets, Financial Advisory, Consultative Selling, Deal Execution, Deal Sourcing, Capital Introduction
Education
The University of Chicago Booth School of Business 2001 — 2003
IMBA
University of Cape Town 2002 — 2002
Colgate University 1992 — 1996
BA
The Lawrenceville School 1989 — 1992
Information Builders November 2013 - Present
TIAA-CREF November 2010 - November 2013
TEKsystems August 2009 - November 2010
Tek Systems May 2008 - August 2009
Lehman Brothers May 2007 - March 2008
Mobius Management Systems March 1999 - May 2007
First Union National Bank March 1991 - March 1999
Skills
Enterprise Software, SOA, Project Management, Pre-sales, Java, SDLC, Enterprise Architecture, Web 2.0, Enterprise Content..., Flex, Business Process, Business Process..., Document Management, RIA, Java Enterprise Edition, Oracle, Management, Business Intelligence, Mainframe, Software Development, Leadership, SaaS, Cloud Computing, Solution Architecture, Integration, Professional Services, Business In, Analytics
Education
Coastal Carolina University 1985 — 1989
BS, Business Management
Morgan Stanley August 2015 - Present
Barclays Investment Bank August 2009 - August 2015
Lehman Brothers 2008 - 2008
Gridley & Company LLC 2003 - 2006
PricewaterhouseCoopers 1999 - 2002
Education
Georgetown University 2007 — 2009
MBA
Clemson University 1995 — 1999
BS, Accounting
WorldQuant LLC June 2014 - Present
Bridgewater Associates October 2010 - June 2013
Barclays Capital August 2008 - June 2010
Lehman Brothers August 2008 - September 2008
Skills
Litigation, Investment Banking, Equities, Microsoft Excel, Hedge Funds, Financial Services, Legal Research, Finance, Due Diligence, Corporate Finance
Education
City University of New York-John Jay College of Criminal Justice 2003 — 2008
Legal Studies, Literature & Government
Wilton High School 1999 — 2003
High School Degree
Enhance Your Style December 2008 - Present
BlackRock March 2011 - December 2011
UBS Investment Bank December 2009 - March 2011
Perella Weinberg Partners 2007 - 2009
Lehman Brothers August 2003 - July 2007
Little Me October 2001 - August 2003
Skills
Stylists, Wardrobe, Styling, Event Planning, Fashion, Personal Shopping, Merchandising, Apparel, Fashion Design, Trend Analysis, Fashion Shows, Luxury Goods, Trend, Lifestyle, Editorial, Brand Development, Brand Management, Fashion Writing, Jewelry, Trend Forecasting, Visual Merchandising, Photo Shoots, Personal Branding, Time Management
Education
Fashion Institute of Technology 2006 — 2008
Certificate, Image Consulting
City University of New York-Hunter College 2003 — 2005
BS, Economics
Fashion Institute of Design & Merchandising
AA, Merchandise Marketing
The Eye-Bank for Sight Restoration January 2014 - Present
American-Italian Cancer Foundation October 2013 - Present
BeSomeOneNYC November 2012 - November 2013
Downtown Sports August 2008 - June 2011
Lehman Brothers March 2005 - May 2008
Pressler and Pressler May 2004 - March 2005
Skills
Microsoft Word, Microsoft Excel, Budgets, Public Speaking, Customer Service, Research, Editing, Microsoft Office, Photoshop, Event Planning
Education
City University of New York-Hunter College 2010 — 2013
post-bacc, pre-medical sciences
Montclair State University 2000 — 2004
Bachelor's degree, English/Journalism, Pre-law
Phil Jonas M.A. March 2009 - Present
Lehman Brothers September 2001 - January 2009
American Express January 1986 - December 1999
Skills
Counseling, Job Coaching, Threat Analysis, EAP, Public Speaking, Risk Assessment, Conflict Management, Crisis Management, Coaching, Psychotherapy, Policy, Mental Health, Fundraising, Conflict Resolution, Teaching, Executive Coaching, Organizational..., Community Outreach, Career Counseling
Education
Hunter College 1970 — 1972
M.A., counseling psychology
William Paterson University of New Jersey 1967 — 1970
Bachelor of Arts (BA), History and Education
Nuveen Investments June 2011 - Present
Credit Suisse April 2009 - May 2011
Barclays Wealth September 2008 - April 2009
Lehman Brothers May 2002 - September 2008
KPMG 1999 - 2003
Skills
Equities, Fixed Income, Capital Markets, Due Diligence, Asset Managment, Private Equity, Alternative Investments, Hedge Funds, Financial Analysis, Portfolio Management, Investments, CPA, Asset Management, Investment Advisory, High Net Worth..., FINRA, Asset Allocation, Family Office, Series 7, Mutual Funds, Securities, Wealth Management, Series 63, Bloomberg, Derivatives, Investment Management, Investment Strategies, ETFs
Education
Clemson University 1995 — 1999
BS, Accounting
Clemson University - College of Business and Behavioral Science 1995 — 1999
Bachelor of Science, Accounting
Page High School
Bank of America Merrill Lynch April 2015 - Present
Deutsche Bank September 2012 - February 2014
Deutsche Bank January 2012 - September 2012
Goldman Sachs June 2010 - December 2011
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2008 - September 2008
The Trium Group February 2007 - May 2008
Gap Inc. July 2004 - February 2007
Chevron October 2002 - June 2004
Chevron July 1981 - June 2004
Skills
Mergers, Business Strategy, Change Management, Strategy Development
Education
Clarkson University 1977 — 1981
BSChE
Grayzebra ConsultantBJSSMay 2014 - Present
Citigroup September 2007 - May 2014
Barclays Capital September 2005 - September 2007
Goldman Sachs July 2004 - June 2005
Merrill Lynch April 1999 - May 2001
BondBook 2001 - 2001
BONDBOOK LLC, NYC 2001 - 2001
Mizuho Financial Group September 1997 - March 1999
Lehman Brothers 1992 - 1997
Israel Defense Forces November 1984 - May 1987
Skills
Derivatives, Fixed Income, Equities, Trading Systems, Electronic Trading, Requirements Analysis, Equity Derivatives, Options, Commodity, Financial Markets, Capital Markets, Trading, FX Options, Sybase, SDLC, SQL, FPML, Markitwire, Interest Rate..., Swaps, Business Analysis, Interest Rate Swaps
Education
New York University 1993 — 1994
City University of New York-Hunter College 1984 — 1991
BA
Yeshiva Shaarei Torah of Rockland
ASH Advisory, LLC January 2012 - Present
eLOT Inc. / Executone May 2000 - Present
The Alan S. Harris Group February 2009 - January 2012
MRU Holdings, Inc. March 2004 - February 2009
Automated Trading Systems January 1998 - April 2000
Rodman Renshaw & Mabon Securities May 1992 - December 1997
Mabon Securities 1992 - 1995
Lehman Brothers September 1981 - May 1992
Ernst & Ernst June 1973 - August 1981
Skills
Trading, Emerging Markets, Equities, Leveraged Finance, Fixed Income, Derivatives, Equity Research, Electronic Trading, Financial Modeling, Financial Structuring, Financial Services, Executive Management, Alternative Investments, Portfolio Management, Financial Analysis, Strategic Planning, Financial Risk, Divestitures, Structured Products, Investments, Funding, Organizational..., Bonds, Banking, Start-ups, Securities, Management, Strategy, Corporate Development, Equity Capital Markets, Finance
Education
New York University 1973 — 1974
M.S., Accounting
Colgate University 1969 — 1973
B.A, Mathematical Economics
CPA and NASD Series 7, 8 & 24
Professiona
Iona Prep
Iona Prep
Iona Prep
Barclays September 2008 - Present
Lehman Brothers October 2005 - September 2008
DataLan Corporation February 2004 - October 2005
Software Forces, LLC February 2002 - February 2004
Skills
Business Intelligence, Business Analysis, Analysis, Analytics, Project Management, Management, Microsoft SQL Server, Leadership, PMO, Team Management, Enterprise Software, Software Documentation, Training, Software Development, VBA, Business Requirements, Capital Markets, Crystal Reports, Deferred Compensation, Employee Benefits, Integration, Investment Banking, Live Office, Microsoft Excel, Requirements Analysis, Requirements Gathering, SQL, Vendor Management
Education
City University of New York-Hunter College 1996 — 2001
Bachelors, Computer Science
HSBC Global Banking and Markets June 2012 - Present
Barclays Capital 2004 - 2011
Bank of America Merrill Lynch 1995 - 2003
Lehman Brothers 1984 - 1994
Manufacturers Hanover Trust 1983 - 1984
Skills
Fixed Income, Investments, Capital Markets, Credit, Finance, Banking, Investment Banking, Hedge Funds, Sales, Structured Products, Derivatives, Management, Bonds, Structured Finance, Sales Management, Foreign Exchange, Interest Rates, Client Relationship..., Asset Management, Equities
Education
Clark University 1979 — 1983
Bachelor’s Degree, Economics & International Relations
Lincoln-Sudbury Regional High School 1974 — 1979
High School
Lehman Brothers Assistant Legal Recruiting CoordinatorLevin & Weissman, LLP$
Skills
Microsoft Office, SDLC, Unix, Capital Markets, Equities, Derivatives, SQL, Fixed Income, Investment Banking, Investments
Education
City University of New York-Herbert H. Lehman College 1984 — 1988
Bachelor of Science (B.S.), Liberal Arts and Sciences, General Studies and Humanities
Mizuho Securities USA 2012 - Present
Mizuho Securities USA 2010 - 2012
Mizuho Securities USA 2008 - 2010
ABN AMRO Bank 2000 - 2006
ABN AMRO Bank 1998 - 2000
ABN AMRO Bank N.V. 1996 - 1998
Lehman Brothers 1990 - 1996
Credit Suisse / First Boston 1985 - 1989
Morgan Stanley / A.G. Becker 1981 - 1985
Skills
General Management, P&L Management, Operations, Cyber Security, Information Technology, Risk Management, Compliance, Fixed Income, Capital Markets, Hedge Funds, Equities, Derivatives, Options, Investment Banking, Bonds, Financial Markets, Securities, Alternative Investments, Structured Products, Credit, Portfolio Management, Swaps, Electronic /...
Education
Hunter College
Master of Arts (MA), Mathematics
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Economics/Finance
Miami University
Bachelor of Arts (BA)
iSystems, LLC & EvoPro Solutions October 2013 - Present
Shelburne Plastics March 2012 - October 2013
Northlands Job Corps July 2010 - February 2012
groSolar September 2008 - May 2009
Morgan Stanley July 2005 - December 2007
PTM (PTY) – PROFESSIONAL TALENT MANAGEMENT 2003 - 2005
LASER HUMAN RESOURCE SOLUTIONS (LHRS) 2001 - 2003
PwC 1996 - 2000
Lehman Brothers 1992 - 1995
Skills
Deferred Compensation, HR Consulting, Employment Law, Labor Relations, Workforce Planning, FMLA, Personnel Management, New Hire Orientations, Leadership Development, Payroll, Coaching, Change Management, Performance Appraisal, Technical Recruiting, Employee Handbooks, Organizational Design, Career Development, Strategic Planning, Executive Coaching, College Recruiting, Background Checks, Interviews, Applicant Tracking..., Training, Employee Training, Leadership, Employee Relations, Recruiting, Performance Management, Human Resources, Organizational..., Management, Team Building, HR Policies
Education
Hunter College 1990 — 1993
Bachelor of Arts (B.A.), Psychology
Florida Institute of Technology
Master of Business Administration (MBA)
MSCI Inc. April 2013 - Present
Robert Half International March 2011 - March 2013
Robert Half International March 2010 - March 2012
Howard D. Greditor, Inc. (Hedge Fund), Air Brook Limousine, and The WATS Room, Inc. January 2005 - March 2011
Lehman Brothers October 2000 - July 2004
First Union Securities January 1995 - October 2000
Everen Securities July 1990 - January 1995
Skills
Equity Trading, Brokerage, Back Office, Expenses, Microsoft Word, Microsoft Office, Microsoft Excel, CRM, Translation, P&L Responsibility, Travel Arrangements, Human Resources, Management, Sales, Customer Service, Leadership
Education
John Jay College of Criminal Justice 2000 — 2004
Criminal Justice, Criminal Justice/Law Enforcement Administration
William Cullen Bryant
Self Employed July 2011 - Present
rorbi llc January 2013 - Present
Barclays Capital June 2009 - June 2011
Lehman Brothers June 2009 - August 2009
MWH June 2007 - August 2007
MWH May 2005 - August 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Entrepreneurship, Microsoft Excel, Investment Banking, Theatre, Management, Film, Acting, Stage, Public Speaking, Social Media
Education
Columbia Engineering 2007 — 2009
Bachelor of Science, Biomedical Engineering
Claremont McKenna College 2004 — 2007
Bachelors of Arts, Management Engineering
Anthony Abeson
Anthony Abeson
Pomona College
Deutsche Bank December 2010 - February 2013
Navigant Consulting November 2008 - November 2010
Lehman Brothers August 2008 - November 2008
XL Capital Assurance June 2004 - March 2008
Ernst & Young June 2002 - June 2004
Arthur Andersen LLP January 2002 - June 2002
Bankers Trust July 1994 - May 1999
Skills
ABS, Fixed Income, Capital Markets, Hedge Funds, Structured Finance, Structured Products, Securitization, Derivatives, Portfolio Management, Valuation, Management, Private Equity, Investment Banking, Financial Structuring, Financial Services, CDO, MBS, Financial Modeling, Equities, Finance, Asset Management, Loans, Credit Analysis, Project Finance, Financial Markets, Securities, Alternative Investments, Bonds, Trading, Bloomberg, Leveraged Finance, Emerging Markets, Due Diligence
Education
State University of New York Upstate Medical University 2014 — 2018
Doctor of Medicine (M.D.)
Hunter College 2013 — 2014
Bachelor of Arts (B.A.), Biochemistry
New York Theological Seminary 2005 — 2010
Divinity/Ministry
Massachusetts Institute of Technology 1999 — 2001
Economics
Cornell University 1990 — 1994
Bachelor of Arts (B.A.), Mathematics and Computer Science
Converse June 2014 - Present
Lane Bryant November 2012 - May 2014
Aerosoles February 2012 - November 2012
Swatch Group June 2009 - October 2011
Starbucks Coffee Company May 2006 - June 2009
Macy's Herald Square (New York, NY) September 2005 - February 2006
JOHN JAY COLLEGE OF CRIMINAL JUSTICE January 2005 - September 2005
Moody's Investors Service June 2004 - September 2004
Lehman Brothers June 2003 - September 2003
Skills
Leadership, Customer Service, Retail, Team Building, Microsoft Office, Supervisory Skills, Inventory Management, Time Management, Customer Satisfaction, Employee Training, Hiring, Data Entry, Training, Event Management, Scheduling, PowerPoint, Supervising, English, Event Planning, Microsoft Excel, Microsoft Word, Project Planning, Coaching, Analysis, Outlook, Human Resources, Recruiting, Sales, Leadership Development, Performance Management, Interviews, Loss Prevention, Staff Retention, Excel, Word, Planning, Food, Orientation, Special Events, Merchandising, Visual Merchandising, Social Networking, Organizational..., Fashion, Employee Relations, Payroll, Teamwork, Store Management, Management
Education
Walden University 2013 — 2015
Master of Arts (M.A.), Human Resources Development
Keller Graduate School of Management of DeVry University 2009 — 2013
Master of Business Administration (MBA), Human Resources Management and Services
City University of New York-John Jay College of Criminal Justice 2004 — 2008
BA, Government/Political Science
John Dewey High School 2000 — 2004
HS Diploma, FInance
Allianz Global Investors February 2010 - Present
Legg Mason April 2008 - February 2010
Lehman Brothers July 2007 - March 2008
Dreyfus November 2000 - June 2007
Rapp Collins Worldwide April 1999 - November 2000
Foote, Cone & Belding September 1998 - April 1999
Education
City University of New York-Hunter College 2000 — 2008
Religion
University of Rochester 1996 — 1998
Political Science
JPMorgan Chase October 2009 - Present
Citigroup November 2008 - October 2009
Lehman Brothers December 2000 - September 2008
Luminant Worldwide December 1999 - December 2000
ANSI March 1998 - December 1999
Skills
SDLC, AJAX, Servlets, Program Management, Project Management, Agile Project Management, Content Management, Vendor Management, Ext JS, IT Business Management, Resource Management, Java, Private Banking, Investment Management, Offshore Management, SQL, Oracle, Linux, Solaris, Sybase, Documentum, JIRA, Informatica, Wealth Management, Managing Accounts, Model Portfolios, Managed Accounts, Cash Management, PMO, Risk Management, Enterprise Architecture, Derivatives, Process Improvement, IT Financial Management, Software Development, Architecture, Architectures, Business Objects, Business Requirements, DB2, Equities, Financial Services, Fixed Income, IT Service Management, Investment Banking, JSP, Java Enterprise Edition, Leadership, Management, Market Data
Education
City University of New York-John Jay College of Criminal Justice 1995 — 1999
BS, Computer Information Systems
Rockerfunder July 2012 - Present
RHB Global Inc. January 2010 - Present
Lehman Brothers October 1991 - February 1993
Skills
Venture Capital, Private Equity, Investments, Private Placements, Investment Banking, Investor Relations, Equities, Mergers, Hedge Funds, Corporate Finance, Alternative Investments, Capital Markets, High Yield, Corporate Law, Mergers & Acquisitions, Capital, Due Diligence, Mutual Funds, Financial Markets, Wealth Management, IPO, Investment Strategies, LBO, Portfolio Management, Entrepreneurship, Derivatives, Joint Ventures, Corporate Development, Start-ups, M&A experience, Commodity, Trading, Fixed Income, Bonds, Executive Management, Leadership, Financial Structuring, Financial Modeling, Valuation, Emerging Markets, Funding, Asset Management, Investment Management, Finance, Options, Investment Advisory, Strategic Financial..., Equity Research, Project Finance, Financial Analysis
Education
Colby College 1983 — 1987
B.A., Economics
Wilbraham and Monson Academy 1976 — 1982
HS, Economics
AccuQuest Hearing Centers November 2012 - Present
Kaplan University September 2011 - November 2012
AccuQuest Hearing Centers August 2010 - August 2011
Cross Country Healthcare May 2006 - August 2010
Lehman Brothers May 2005 - May 2006
Indymac Bank January 2004 - May 2005
WestMark Mortgage May 1997 - January 2004
Bank of America August 1992 - May 1997
Skills
Recruiting, Leadership, Team Building, Sales, Temporary Placement, Business Development, Applicant Tracking..., College Recruiting, Strategic Planning, Employee Relations, Human Resources, Cold Calling, Benefits Negotiation, Internet Recruiting, Training, Staffing Services, Interviews, Temporary Staffing, Permanent Placement, Employee Training, Sourcing, Onboarding, Screening Resumes, Hiring, Coaching, Performance Management, Resume Writing, Marketing, Executive Search, Customer Retention, Contract Recruitment, Strategy
Education
Cleveland State University
Bachelor's, Business, Management, Marketing, and Related Support Services
TWO MEN AND A TRUCK® January 2015 - Present
St John's University 2013 - 2014
Aerosoles 2009 - 2013
Lehman Brothers 2006 - 2008
Skills
Training, Outlook, Recruiting, Human Resources, Team Building, Employee Relations, Customer Service, Retail, Payroll, Budgets, Microsoft Office, Staff Development, Management, Microsoft Excel, Interviews, Public Speaking, Leadership, Process Scheduler, Social Networking, Organizational..., Sales, Access, PowerPoint, System Administration, Policy, Event Planning, Social Media, Performance Management, Microsoft Word, Nonprofits, Project Management, Research
Education
City University of New York-John Jay College of Criminal Justice 2007 — 2009
MPA, Human Resources
John Jay College of Criminal Justice, City University of New York 2001 — 2007
Bachelor of Arts, Liberal Arts and Sciences, General Studies and Humanities
J.P. Morgan November 2014 - February 2015
Harvey Partners, LLC 2014 - November 2014
Arden Asset Management 2008 - 2014
Lehman Brothers 2006 - 2008
NYC Board of Education, P.S. 171, Patrick Henry Preparatory School September 2004 - September 2006
North Ridge Primary Public School September 2003 - September 2004
Ethical Culture Fieldston School September 2000 - September 2003
Skills
Executive Support, C-Level Executive..., Operations Management, Executive Management, Multi-task & Handle..., Organizational..., Tenacious Work Ethic, Investor Relations, Executive Calendar..., Logistics Management, Travel Management, Client Relations, Office Management, Responsiveness, Client Rapport, Time Management, Focused Execution, Business Process..., High Level Of..., Personal Administration, Written Communication, Cross-functional..., Interpersonal..., Client Liaison, Resourceful in the..., Microsoft Office, Microsoft Excel, Electronic Trading, Independent Thinking, Leadership, Budgets, Time & Attendance, Phone Coverage, Online Research, Project Coordination, Team Motivation, Microsoft Word, Eze Castle, Bloomberg Terminal, Concur, Cognos, Soft Dollars, Data Reconciliation, Contact Management, Event Management, Asset Allocation, Hedge Funds, Equity Trading, Service Management, Accessibility
Education
City University of New York-Hunter College 2001 — 2003
Master of Science in Education, Graduate School of Elementary Education, Pre-Kindergarten - 6th Grade
University of Wisconsin-Madison 1995 — 1999
Bachelor of Arts, Major: Communication Arts; Minor: Child & Family Studies and Elementary Education
Florence, Italy, International Study Abroad Program 1998 — 1998
Italian Language and Literature
NASDAQ September 2014 - Present
Barclays April 2014 - September 2014
ConvergEx Group December 2013 - April 2014
NASDAQ OMX October 2013 - December 2013
CLSA February 2008 - February 2013
Bank of America February 2006 - February 2008
Merrill Lynch February 2000 - February 2006
Lehman Brothers October 1998 - February 2000
Skills
Equities, Equity Research, Bloomberg, Derivatives, Asset Management, Emerging Markets, Commodity, Trading, Corporate Finance, Hedge Funds, Private Equity, Valuation, Securities, Financial Markets, Financial Modeling, Alternative Investments, Financial Analysis, Series 63, Banking, Capital Markets, Fixed Income, Series 7, Investments, Electronic Trading, Trading Systems, Portfolio Management, Options, Investment Banking, FX Options, Equity Trading, Investor Relations, Investment Strategies, Equity Derivatives, Financial Services, Economics, Equity Valuation, Mutual Funds
Education
City University of New York-Hunter College
Dual BA, Psychology/Sociology
Citi December 2014 - Present
Lehman Brothers / Barclays Capital October 2007 - Present
Citigroup Global Markets Inc. May 2011 - December 2014
Credit Suisse Securities (USA) LLC December 2009 - May 2011
Fifth Avenue Financial March 2009 - July 2009
Lehman Brothers August 2002 - October 2007
Soros Fund Management LLC November 1999 - January 2002
Skills
Procurement, Expense Management, Office Management, Vendor Management, Analysis, Business Analysis, Financial Modeling, Access, Leadership, Human Resources, Concur, Management, PeopleSoft, Project Management, Purchasing, Risk Management, Strategy, Equities, Financial Analysis, Program Management
Education
City University of New York-John Jay College of Criminal Justice
BS, Criminal Justice
Y.Bobb
Perficient 2013 - Present
HSBC 1998 - 2012
Lloyds TSB 1995 - 1998
Lehman Brothers 1978 - 1994
Skills
Management Accounting, Operational Risk..., Operations Management, Business Process..., Risk Management, Strategic Leadership, Client Service Oriented, Exchange Traded..., Financial Risk, Derivatives, AML, Commodity, FINRA, Middle Office, Fixed Income, Capital Markets, Hedge Funds, Back Office, Settlement, Dodd-Frank, Prime Brokerage, Securities, Trading Systems, Client Services, Equities, Anti Money Laundering
Education
Pace University - Lubin School of Business 1979 — 1983
Master of Business Administration (MBA), Accounting and Financial Management
Hunter College 1974 — 1978
Bachelor of Science (BS), Accounting and Business/Management
New York Center for Living Inc December 2010 - September 2012
Diamondback Advisors January 2009 - July 2010
Satellite Asset Management April 2007 - November 2008
Lehman Brothers March 2005 - April 2007
Morgan Stanley September 1999 - March 2005
Education
City University of New York-John Jay College of Criminal Justice 1992 — 1995
B.A., Forensic Psychology, Minor in Law, Cum Laude
Forbes Insights December 2013 - Present
The Economist Group June 2012 - November 2013
Madison Williams and Company January 2010 - December 2011
Oppenheimer & Co. Inc. May 2006 - January 2010
Lehman Brothers May 2005 - May 2006
Oppenheimer & Co. Inc. November 2003 - April 2005
Education
Colby College 1991 — 1995
BA, Economics
Canterbury School 1987 — 1991
HS diploma
Partners Consulting (A Calance Company) - An SEI-CMMi Level 5 Company June 2012 — January 2014
ACS I. Corporation March 2011 — April 2012
ARK Solutions, Inc. November 2009 — February 2011
5G Technology Pvt. Ltd. September 2008 — November 2009
CampusEAI Consortium February 2008 — September 2008
Thomson Reuters September 2005 — November 2007
Lehman Brothers May 2004 — August 2005
Coastal Carolina University February 2002 — May 2004
Skills
Benchmarking, Performance Management, SAP, Talent Management, Talent Acquisition, Business Intelligence, Creative Strategy, Project Management, Account Management, Operations Management, Web Design, Executive Reporting, Screening, SharePoint, Recruiting, Sourcing, CRM, Leadership, Organizational..., Consulting, Management, Internet Recruiting, IT Recruitment, Technical Recruiting, Vendor Management, Resource Management, Benefits Negotiation, Screening Resumes, Contract Recruitment, Human Resources, Team Management, Business Development, Staffing Services, Interviews, Staff Augmentation, SDLC, Networking, Training, Strategy, Temporary Placement, Permanent Placement, Change Management, Executive Search, Information Technology, Enterprise Software, Salesforce.com, Temporary Staffing, Hiring, College Recruiting, Applicant Tracking...
Education
Corllins University 2004 — 2006
MBA, Human Resource Management, A
Coastal Carolina University 2000 — 2004
BS, Applied Mathematics, B
Ansal Institute of Technology 2000 — 2000
Advanced Diploma, Computer Science, B+
C.M. Science College 1998 — 2000
10+2, Mathematics, A
Interactive Data November 2008 - Present
Lehman Brothers June 2006 - November 2008
F I Consulting September 2005 - May 2006
Citigroup May 2005 - August 2005
Catawba Valley Community College January 2003 - May 2003
CommScope Inc March 2000 - August 2002
Skills
Finance, Project Management, Capital Markets, Leadership, Management, Structured Products, Financial Modeling, Portfolio Management, Quantitative Finance, Fixed Income, Analytics, Valuation, Corporate Finance
Education
City University of New York-Hunter College 2011 — 2014
Master of Arts (MA), Statistics & Applied Math (Statistics major)
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
University of North Carolina at Charlotte 1998 — 2001
M.S., Mechanical Engineering
Kwame Nkrumah' University of Science and Technology, Kumasi 1991 — 1996
B.Sc, Mechanical Engineering (Thermo-fluids option)
CytomX Therapeutics 2015 - Present
Prothena Biosciences 2014 - 2014
Life Technologies 2013 - 2014
moksha8 Pharmaceuticals 2010 - 2013
L.E.K. Consulting 2008 - 2010
Atalaya Capital Management 2007 - 2007
MAP Pharmaceuticals 2007 - 2007
Lehman Brothers 2003 - 2006
Education
University of Pennsylvania - The Wharton School
MBA, Health Care Management
Claremont McKenna College
BA, International Relations / Economics
Vinmax Technologies Inc. June 2007 - Present
Objectsoft Group Inc. July 1995 - December 2008
Objectsoftgroup Inc 1996 - 2008
The Chase Manhattan Bank May 1995 - November 1996
Lehman Brothers December 1993 - May 1995
Education
Clemson University 1988 — 1990
MS
Delhi College of Engineering
Electronics & Communications
PwC October 2010 - Present
Wealth Advisory Group March 2009 - October 2010
Lehman Brothers July 2006 - October 2008
Skills
Bloomberg, Financial Analysis, Finance, Capital Markets, Strategy, Business Analysis, Banking, Risk Management, Financial Services
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Stamford Health Systems 2002 - 2003
Click 2 Learn January 2000 - August 2002
Knowledge Transfer International (KTI) 1999 - 2000
Columbia University College of Physicians and Surgeons 1997 - 1999
Memorial Sloan-Kettering Cancer Center February 1995 - May 1997
Lehman Brothers 1993 - 1995
Cornell University Medical College 1992 - 1993
Education
New York University 1995 — 1997
MPA, Management, Not for Profit Organizations
City University of New York-Hunter College 1989 — 1991
BA, Communication, Sociology
Ohio University 1984 — 1987
Interpersonal Communication
Lehman Brothers October 2007 - Present
Skills
Business Analysis, Requirements Analysis, SDLC, Software Project...
Education
City University of New York-Hunter College 2004 — 2007
mediavision capital March 2002 - May 2005
societe generale October 1998 - September 2001
SG Cowen 1998 - 2001
ubs 1991 - 1998
nomura securities June 1989 - July 1991
merrill lynch October 1987 - June 1989
lehman brothers June 1985 - October 1987
new york life ins. investments 1983 - 1985
general reinsurance investments 1982 - 1983
dean witter 1980 - 1982
Skills
Equities, Investments, Investment Banking, Corporate Finance, Private Equity, Valuation, Mergers, Financial Analysis, Equity Valuation, Financial Modeling, Venture Capital, Strategic Planning, Accounting, Business Valuation, IPO, Investor Relations, Hedge Funds, Equity Research, Alternative Investments, Bloomberg
Education
Syracuse University 1977 — 1979
mba, finance, international finance
Colby College 1970 — 1974
BA, Economics
Colby College 1970 — 1974
BA, Economics major Administrative Science minor
lhs 1966 — 1970
college prep courses
The Goddard School in Darien, IL May 2012 - Present
Ally Financial August 2011 - February 2012
Gleacher & Co. November 2008 - August 2011
Lehman Brothers March 2001 - September 2008
Lehman Brothers January 1997 - March 2001
First Empire Securities October 1992 - December 1993
Clemson University August 1991 - August 1992
General Reinsurance Company October 1990 - August 1991
The Babcock & Wilcox Company June 1985 - August 1990
Skills
Fixed Income, Equities, Capital Markets, Hedge Funds, Securities, Banking, MBS, Risk Management, Finance, CMBS, Investment Banking, Bloomberg, Trading, Private Equity, Asset Management, Loans, Valuation, Financial Modeling, Alternative Investments, Financial Structuring, Structured Products, High Yield, Series 7, Series 63, Asset Managment, Early Childhood..., Educational Leadership, Team Management, Small Business, Small Business Marketing, Preschool
Education
Clemson University 1991 — 1992
MA, Economics
Pace University - Lubin School of Business 1990 — 1991
MBA, Finance
Clarkson University 1981 — 1985
Bachelor of Science, Electrical Engineering
Metlife Bank February 2010 - Present
Citigroup August 2008 - February 2009
Wamu Capital Corp 2003 - 2008
Lehman Brothers 1998 - 2003
Skills
MBS, Residential Mortgages, Series 7, Series 63, Fixed Income, ABS, Credit, CMO, Structuring, Valuation, Structured Finance, Mortgage, Credit Analysis, Portfolio Management, Bonds, Loans, Bloomberg, Securitization, Capital Markets, Credit Risk, Securities, Structured Products, Fixed Income Trading, Trading, Fixed Income Products, Origination, Mortgage Banking, Financial Risk, Investment Banking, Mortgage Lending, Banking, Financial Services, Asset Management, Loan Origination, Loss Mitigation
Education
Clemson University
BS
Silvercrest Management October 2013 - Present
Bloomberg Financial Products 2006 - 2013
Citigroup March 2005 - September 2006
Merrill Lynch 2000 - 2005
Deutsche Bank 1997 - 2000
Lehman Brothers 1993 - 1997
Skills
Derivatives, Valuation, Fixed Income, Interest Rate..., Bloomberg, Team Management, Capital Markets, Securities, Banking, Rates, Risk Management, Market Risk, Project Management, Product Development, Front to Back Office, Enterprise Risk Systems, Financial Services, Summit, Murex
Education
GARP 2010 — 2011
FRM, Market Risk Management
CFA Institute 1992 — 1994
CFA, Portfolio Management
Clarkson University
MBA, Finance
Loyola College
B.Com, Accounting, Economics
Merlone Geier Partners October 2008 - Present
The Marcus & Millichap Company March 2005 - January 2008
Banc of America Securities April 1999 - March 2005
Lehman Brothers August 1993 - April 1999
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Real Estate and Finance
Colby College 1984 — 1988
BA, Economics
French Bulldog Rescue Network September 2010 - Present
bloomingdales.com April 2012 - October 2012
Bloomingdales.com March 2008 - September 2010
IJC Partners September 2007 - February 2008
Lehman Brothers June 2004 - August 2007
L'Occitane October 2001 - October 2003
French Consulate General September 2000 - October 2001
Junior School - Ecole Bilingue September 1999 - June 2000
Skills
Recruiting, Human Resources, Online Advertising, Merchandising, Management, Marketing, Social Networking, Sales, Social Media Marketing, Retail, Marketing Communications, Social Media, E-commerce, Executive Search, Applicant Tracking...
Education
Université Lumière (Lyon II) 1999 — 2000
Clemson University 1995 — 1999
Bachelor of Arts (B.A.), English / French
BJA 1990 — 1994
Hewlett-Packard April 2013 - Present
L&T Infotech April 2005 - June 2013
Barclays Capital October 2008 - April 2013
Lehman Brothers October 2007 - September 2008
Skills
Java, Java Enterprise Edition, Struts, Spring, Hibernate, Agile Methodologies, Oracle, JSP, Web Services, PL/SQL, SDLC, Weblogic, JDBC, Tomcat, Core Java
Education
Cochin University of Science and Technology 2000 — 2004
Bachelor of Technology (BTech), Electronics and Communication Engineering
InfoManage Corporation October 1995 - Present
Credit Suisse 2008 - 2009
Endurance 2006 - 2007
Barclays 2005 - 2006
JP Morgan Chase 2004 - 2005
Brokertec 2003 - 2003
Lehman Brothers 1986 - 1995
Skills
IT Strategy, Data Center, Trading Systems, ITIL, Project Planning, Technology, Databases, Disaster Recovery, System Administration, Backup, Risk Management, Requirements Analysis, Cloud Computing, Business Continuity, Electronic Trading, Change Management, Vendor Management, Solution Architecture, Performance Tuning, High Availability, Project Portfolio..., Managed Services, SDLC, Governance, IT Management, Enterprise Architecture, Program Management, PMO, Management, Infrastructure
Education
City University of New York-Hunter College 1978 — 1982
Bachelors, Economics
Barclays Wealth September 2008 - Present
Lehman Brothers November 2004 - September 2008
Education
City University of New York-Hunter College 1997 — 2001
Wells Fargo May 2014 - Present
Wells Fargo August 2013 - May 2014
Austin Restaurant Partners June 2012 - May 2013
Wells Fargo June 2009 - January 2011
Wells Fargo Capital Finance January 2008 - May 2009
Wells Fargo Capital Finance March 2006 - January 2008
Comerica Bank 2005 - 2006
Lehman Brothers August 1998 - June 2001
Skills
Credit Analysis, Loans, Credit, Commercial Lending, Underwriting, Asset Based Lending, Credit Risk, Commercial Banking, Financial Analysis, Financial Modeling, Banking, Leveraged Finance, Portfolio Management, Middle Market, Restaurants, Restaurant Management, M&A experience, Distressed Debt, Distressed M&A
Education
University of Southern California - Marshall School of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Business Economics
Claremont McKenna College 1994 — 1998
Bachelor of Arts (BA), Philosophy, Politics, Economics
Transamerica July 2008 - Present
Lehman Brothers December 2002 - June 2008
Piper Jaffray January 1991 - November 1995
Merrill Lynch December 1978 - January 1991
Skills
Mobile Marketing, Series 63, Mutual Funds, Investments, Fixed Annuities, 401k, Financial Services, Retirement Planning, Banking, Life Insurance, Series 6, Portfolio Management, Retirement, IRAs, Disability Insurance, Series 7, Wealth Management
Education
Colgate University 1971 — 1975
Bachelor of Arts (B.A.), History
MetLife July 2007 - Present
MetLife February 2004 - July 2007
MetLife March 2003 - February 2004
MetLife March 2000 - March 2003
Prudential Financial June 1999 - March 2000
Lehman Brothers September 1993 - June 1999
Lehman Brothers December 1995 - March 1997
Lehman Brothers September 1993 - December 1995
Citibank, NA / Citicorp Real Estate October 1991 - September 1993
Skills
Process Improvement, Insurance, Financial Analysis, Life Insurance, Employee Benefits, Strategic Financial..., Business Analysis, Vendor Management, Portfolio Management, Business Process..., SDLC, Budgets, Finance, Access, Strategy, Leadership, Financial Modeling, Accounting, Risk Management, Change Management, Management, Analysis, Forecasting, Data Analysis, Financial Planning
Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), Economics
Lehman Brothers 2006 - 2008
Education
Clemson University 2000 — 2004
Lehman Brothers August 2007 - Present
Lehman Brothers 2007 - Present
JPMorgan Chase March 1985 - August 2007
Education
Colgate University
Arrow Electronics May 2013 - Present
Arrow Electronics November 2009 - April 2013
Arrow Electronics March 2008 - December 2009
Lehman Brothers May 2004 - March 2008
Bank of America December 1997 - May 2004
Skills
Cross-functional Team..., Managerial Finance, Operations Management, Analysis, Forecasting, Financial Modeling, Financial Analysis, Process Improvement, Risk Management, Mergers & Acquisitions, Business Analysis, Finance, Business Process..., Supply Chain Management, Management, Strategic Planning, Competitive Analysis, Vendor Management, Leadership
Education
Clemson University 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Clemson University 1993 — 1997
Bachelor of Science, Business Management, minor in Accounting
KPMG February 2011 - Present
Lehman Brothers February 2008 - October 2008
Morgan Stanley 2004 - 2007
Skills
Strategic Planning, Microsoft Office, Marketing Communications, Financial Analysis
Education
Cleveland Institute of Music 2002 — 2004
Professional Studies, Vocal Performance
The University of Akron 2000 — 2002
Master of Music, Vocal Performance
Ohio University 1993 — 1998
Bachelor's, Music Therapy and Vocal Performance
ALM Media, LLC (formerly Summit) July 2010 - Present
Wolters Kluwer Law & Business June 2004 - June 2010
various companies such as Morgan Stanley and Gartner May 2000 - May 2004
Lehman Brothers February 1998 - April 2000
Bill Communications April 1995 - January 1998
various companies such as Faulkner & Gray and World Information Technologies April 1993 - March 1995
Penton Learning Systems October 1992 - March 1993
Frost & Sullivan July 1989 - September 1992
Frost & Sullivan March 1984 - June 1989
Skills
Marketing Strategy, Direct Marketing, Integrated Marketing, Management, Marketing, Marketing Communications, Product Marketing, Email Marketing, Direct Mail, Market Research, Strategic Partnerships, Online Marketing, B2B Marketing, Competitive Analysis, Marketing Management, Lead Generation, Publishing, Copywriting, Digital Strategy, Online Advertising, Digital Media, Marketing Research, B2B
Education
City University of New York-Hunter College
BA, Mass Communications
New York University - Leonard N. Stern School of Business
MBA, Marketing
BNP Paribas July 2010 - Present
Societe Generale May 2010 - July 2010
ABN Amro Inc July 1998 - October 2009
Instinet Corporation October 1996 - July 1998
Lehman Brothers April 1992 - October 1996
Credit Suisse First Boston September 1978 - April 1992
Skills
Management, Fixed Income, Middle Office, Equities, Capital Markets, Prime Brokerage, Financial Services, Back Office, Investments, Derivatives, Investment Banking, Securities, Trading Systems, Securities Lending, Settlement, Banking
Education
City University of New York-Hunter College
BA
Barclays Capital November 2010 - Present
Nomura October 2008 - November 2010
Lehman Brothers May 2004 - September 2008
JPMorgan 1996 - 2004
Skills
Derivatives, Alternative Investments, Fixed Income, Investment Banking, Options, Capital Markets, Hedge Funds, Management, Electronic Trading, Trading Systems, Asset Management, Securities, Bloomberg, Equities, Equity Derivatives, Financial Markets
Education
Clemson University 1989 — 1993
Bachelor of Science (BS), Finanical Management
Morgan Stanley January 2012 - Present
Morgan Stanley June 2009 - December 2011
Bank of New York Mellon May 2008 - November 2008
Northepointe Solutions December 2007 - May 2008
Lehman Brothers April 2006 - October 2007
State Street Bank June 2003 - May 2005
Skills
Reference Data, Fixed Income, Asset Managment, Equities, Middle Office, Portfolio Management, Capital Markets, Securities, Alternative Investments, Investments, Hedge Funds, Trading Systems, Derivatives, Wealth Management, Risk Management, Bonds, Financial Services, Market Data, Business Analysis, Back Office
Education
City University of New York-Hunter College
Credit Suisse January 2013 - March 2014
Credit Suisse January 2010 - December 2012
Credit Suisse November 2008 - December 2009
Lehman Brothers July 2007 - July 2008
Lehman Brothers June 2006 - August 2006
Aquila Investment Management June 2005 - August 2005
Skills
Investment Banking, Hedge Funds, Capital Markets, Alternative Investments, Structured Products, Bloomberg, Asset Management, Bonds, Credit Derivatives, Equity Derivatives, FX Options, Financial Markets, Investment Advisory, Portfolio Management, Structured Finance, Trading, Valuation, Equity Research, Financial Modeling, Financial Structuring, Corporate Finance, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Colby College 2003 — 2007
BA, Economics
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, Economics
United World College of the Atlantic 2001 — 2003
International Baccalaureat Diploma
Lehman Brothers April 1999 - May 2008
Budget & Credit Counseling Services, Inc. February 1996 - May 1997
Coyne Electrical Contractors, Incl September 1985 - June 1996
Education
City University of New York-Herbert H. Lehman College
Bachelor, Business Administration
Impac Mortgage January 2014 - Present
Endeavor America Loan Services July 2013 - December 2013
First Nation Finance March 2008 - June 2013
Duncan-Williams, Inc. March 2009 - July 2011
WaMu Capital Corp. August 2006 - October 2007
Aurora Loan Services February 2004 - July 2006
Lehman Brothers 2004 - 2006
National City Mortgagee 2001 - 2004
Skills
Loans, Valuation, Asset Managment, Capital Markets, Mortgage Lending, Loan Origination, Banking, Credit, Mortgage Banking, Investments, Strategic Planning, Finance, Underwriting, Investment Properties, Credit Analysis, Portfolio Management, Real Estate, Refinance, Residential Mortgages
Education
University of Maryland Baltimore County 1987 — 1989
Cochise College 1985 — 1987
Edgemoor Infrastructure & Real Estate July 2001 - Present
Lehman Brothers 1997 - 2001
MCI Corporation 1994 - 1997
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Structured Finance, Project Finance, Asset Management, Capital Markets, Strategy, Investment Banking, Investments, Contract Negotiation, Finance
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance
Clark University 1985 — 1989
BA, Economics
Great Neck North
Miller-Motte College June 2015 - Present
Miller-Motte College April 2013 - Present
Miller-Motte Technical College March 2012 - April 2013
Williams Lea December 2008 - September 2011
Lehman Brothers December 2000 - September 2008
Fleet Bank November 1972 - May 2000
National Westminster Bank 1972 - 1995
Skills
Managerial, Clerical Skills, Computer Graphics, Management, Training, Process Improvement, Customer Service, Coaching, Time Management, Outlook, Adobe Acrobat, Event Planning, Microsoft Office, Visio, Public Relations, Project Management, Leadership, Public Speaking, Team Building, Strategic Planning, Vendor Management, Human Resources
Education
Nyack College 2005 — 2007
B.S. in Operational Management, Business Administration and Management, General
Hunter College 1972 — 1975
Nursing Education
Barnabas Health July 2008 - Present
Lehman Brothers April 2007 - June 2008
New York Life Insurance Company February 2006 - April 2007
AIG/American General July 2002 - January 2006
New England Financial July 2001 - May 2002
Skills
Financial Analysis, Forecasting, Financial Reporting, Budgets, Variance Analysis, Finance, Accounting, Account Reconciliation, Cost Accounting, General Ledger, Auditing, Analysis, SAP, Strategic Planning, Management
Education
Monmouth University 2001 — 2003
Masters Degree, Business Administration
Clemson University 1997 — 2001
Bachelor of Science, Financial Management; Real Estate Finance
Barclays January 2011 - Present
Barclays Capital October 2008 - January 2011
Lehman Brothers July 2006 - September 2008
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2004 — 2006
Masters of Science, Financial Engineering
University of Redlands 1998 — 2002
BS, Math
Hastings Funds Management (USA) Inc. December 2008 - Present
Lehman Brothers January 2006 - October 2008
Lehman Brothers 2003 - 2005
Education
Colgate University 1999 — 2003
Math / Economics
Citi May 2011 - Present
Barclays Capital September 2008 - May 2011
Lehman Brothers August 2007 - September 2008
Credit Suisse November 1999 - August 2007
VeriFone January 1998 - October 1998
Trigent Software June 1996 - January 1998
Skills
Enterprise Architecture, Trading Systems, Management, Electronic Trading, Web Development, Analytics, Sybase, Java Enterprise Edition, SQL, Investment Banking, SDLC, Software Development, Business Analysis
Education
Coimbatore Institute of Technology 1992 — 1996
Bachelor of Engineering, Electronics & Communication
Carmel Higher Secondary School 1985 — 1992
Barclays September 2008 - March 2015
Lehman Brothers December 2007 - September 2008
Lehman Brothers December 2005 - November 2007
Lehman Brothers August 2004 - November 2005
Lehman Brothers July 2001 - July 2004
Lehman Brothers May 1999 - June 2001
Capital Market Risk Advisors February 1997 - April 1999
Tower Air June 1996 - September 1996
Skills
Business Analysis, Management, Investment Banking, Project Management, Disaster Recovery, Risk Management, Financial Analysis, Financial Reporting, Change Management, Data Analysis, Business Strategy, Business Process..., Governance, Analysis, Forecasting, Vendor Management, Onboarding, Training, Procurement, Finance, Databases
Education
City University of New York-Hunter College 1990 — 1996
BA, Economics
Barclays Capital December 2010 - January 2012
CGI April 2009 - December 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers July 1980 - September 2008
Education
City University of New York-Hunter College
BA, Computer Science
Mitsubishi UFJ Securities (USA), Inc. May 2013 - Present
Cantor Fitzgerald November 2010 - February 2012
Knight Capital Group June 2009 - September 2010
Lehman Brothers May 1992 - March 2008
Skills
Investment Banking, Structured Products, Investments, FX Options, Series 7, Series 63, Chartered Financial..., Convertible Bonds, High Yield Bonds, Equities
Education
University of North Carolina at Chapel Hill 1990 — 1992
MBA
Colby College 1982 — 1986
Bachelor of Arts (B.A.), Economics
Coleman River Capital, LLC August 2003 - Present
Maymont Partners, Inc. August 2003 - June 2011
Lehman Brothers September 2000 - August 2003
PaineWebber January 1995 - September 2000
Kidder Peabody June 1987 - January 1995
Bear Stearns September 1985 - June 1987
E.F. Hutton & Co. June 1983 - September 1985
Education
Southern Methodist University - Cox School of Business 1979 — 1982
Bachelor of Business Administration, Finance, Real Estate Finance
Clemson University 1978 — 1979
Merrill Lynch/Bank of America March 2006 - Present
Lehman Brothers December 1996 - February 2006
Education
City University of New York-Hunter College
BA, Economics
NewEdge USA, LLC. November 2000 - October 2008
Bank of America Investment Services, Inc. (BAIS) January 1995 - September 1999
Lehman Brothers September 1989 - November 1991
Education
Clarion University of Pennsylvania 1985 — 1989
BS, Economics and International Business
Gannon University 1984 — 1985
Pre Med
Fortress Investment Group December 2014 - Present
J.P. Morgan October 2014 - December 2014
Goldman Sachs June 2014 - September 2014
Deutsche Bank February 2013 - April 2014
RBS Greenwich Capital July 2009 - April 2012
Lehman Brothers Estate March 2009 - July 2009
Lehman Brothers Estate September 2008 - March 2009
Lehman Brothers January 2007 - September 2008
Lehman Brothers March 2007 - September 2007
Lehman Brothers March 2005 - November 2005
Skills
ABS, Fixed Income Products, Derivatives, CDS, Bonds, Settlements, Bloomberg, Interest Rate Swaps, Middle Office, MBS, Credit Derivatives, Bloomberg Terminal, Capital Markets, Fixed Income, Hedge Funds, Settlement, Interest Rate..., Structured Products, Trading, Equities, Investment Banking, Risk Management
Education
City University of New York-Hunter College 2002 — 2006
Bachelor, Political Science
Amazon September 2013 - Present
MIT SkolTech Initiative June 2012 - August 2013
Massachusetts Institute of Technology September 2010 - May 2013
MIT Lean Advancement Initiative January 2011 - May 2012
Primus Asset Management March 2006 - April 2010
Lehman Brothers August 2005 - March 2006
Ericsson Wireless May 2001 - January 2004
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
M.S., System Design and Management
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2004 — 2005
M.S., Financial Engineering
University of California, San Diego 1996 — 2001
B.S., Computer Engineering
Goldman Sachs January 2015 - Present
Barclays Capital September 2008 - December 2014
Lehman Brothers June 2007 - September 2008
Citigroup 2005 - 2007
Bank of America 1998 - 2005
Skills
Commodity, Derivatives, Trading, Valuation, Product Control, Commodity Markets, Finance, Investment Banking, Options, Risk Management, Financial Analysis, Business Analysis, Structured Products
Education
Clemson University
Highwood Cove Strategic Advisors LLC October 2010 - Present
Berkeley College April 2014 - Present
The King's College (New York, NY) 2010 - 2011
Bank of America Merrill Lynch July 2006 - October 2010
Del Mar Asset Management April 2005 - June 2006
Lehman Brothers November 2000 - April 2005
J.P. Morgan April 2000 - October 2000
Deutsche Bank December 1997 - February 2000
Lehman Brothers August 1995 - November 1997
Panache Resources and Systems Corp October 1992 - August 1995
Skills
Derivatives, Fixed Income, Credit Derivatives, Equities, Equity Derivatives, Capital Markets, Market Risk, Options, Risk Management, Interest Rate..., Swaps, Financial Markets, Prime Brokerage, Bonds, Financial Risk, Financial Services, Start-ups, Collateral Management, Equity Research, Private Equity, Trading Strategies, Valuation
Education
City University of New York-Hunter College
M.A., Economics
Hofstra University
B.S., Economics
The Graduate Center, City University of New York
Ph.D, Economics
Barclays Investment Bank March 2014 - Present
Barclays Capital March 2012 - February 2014
Barclays Capital April 2008 - February 2012
Lehman Brothers August 2005 - September 2008
Integral Corporation 2004 - 2005
Skills
Java, JSP, Spring, Sybase, Oracle Coherence, Web Services, Weblogic, XML Tools, TIBCO EMS, TIBCO Rendezvous, JMS, Informatica, Tortoise SVN, EJB, JSON, Unix Shell Scripting, Perl, Prime Brokerage, Derivatives, J2EE Application..., XML, Fixed Income, Spring Framework, Java Enterprise Edition, Shell Scripting, Investment Banking, Hibernate
Education
Coimbatore Institute of Technology 2000 — 2003
B.E, Computer Science & Engineering
Wunderlich Securities 2011 - Present
Lehman Brothers 1980 - 1994
Skills
Fixed Income, Financial Analysis, Capital Markets, Series 24, Proprietary Trading, Trading
Education
Harvard Business School 1989 — 1989
PMD, program for management development
Colby College 1975 — 1979
BS, Economics
westminster school 1971 — 1975
high school
Barclays Capital October 2012 - December 2014
Barclays Capital September 2008 - October 2012
Lehman Brothers April 2003 - September 2008
Skills
Bloomberg, Fixed Income, Hedge Funds, Series 7, Series 63, Credit Derivatives, Sales, Bonds, Electronic Trading, Order Management, KYC, Project Management, User Acceptance Testing
Education
Colgate University 2000 — 2002
BA, English
Hunter College 1996 — 1998
Honors Block Program
Eaton Partners LLC March 2015 - Present
Royal Bank of Scotland May 2012 - February 2015
Nomura Securities July 2010 - March 2012
Nomura Securities October 2009 - July 2010
Lehman Brothers May 2008 - August 2008
Lehman Brothers November 2003 - June 2007
Skills
Financial Modeling, Equities, Hedge Funds, Capital Markets, Valuation, Fixed Income, Investment Banking, Bloomberg, Private Equity, Investments, Equity Research, Derivatives, Portfolio Management, Asset Managment, Trading, Asset Management, Bonds, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance, General
Colgate University 1997 — 2001
BA
Brunswick School 1993 — 1997
High School
Lehman Brothers Account ManagerJPMorgan Asset ManagementFebruary 2000 - October 2003
Education
City University of New York-Hunter College 1996 — 1999
BA, Political Science
Dior August 2013 - Present
Bloomingdales September 2012 - August 2013
Vilbrequin May 2012 - August 2012
LIM College August 2010 - May 2012
Barclays Capital February 2011 - February 2012
American Express June 2007 - October 2007
Lehman Brothers October 2006 - May 2007
Skills
Fashion, Project Planning, Calendars, Talent Acquisition, Outlook, Event Planning, Lotus Notes, PowerPoint, Microsoft Excel, Microsoft Word, Bilingual, Customer Service, Coordination, Entrepreneurship, Leadership, Event Management, Brand Management, Management, Marketing, Public Relations, Sales, Retail, Time Management, Human Resources, Interviews, Recruiting, Merchandising, Strategy, Team Leadership, Social Media, Training, Facebook, Microsoft Office, Advertising, Social Networking, Marketing Strategy, Styling, Trend Analysis
Education
LIM College 2010 — 2012
MBA, Entrepreneurship/Fashion Management
John Jay College 2001 — 2007
BS, Legal Studies
City University of New York-John Jay College of Criminal Justice 2000 — 2006
BS, Legal Studies
BNP Paribas May 2011 - Present
Barclays Capital February 2004 - April 2009
Lehman Brothers 1986 - 2004
Skills
Portfolio Management, Credit Analysis, Fixed Income, Hedge Funds, Management, Strategy, Structured Finance, Equity Research, Credit, Derivatives, High Yield, Credit Rating, Structured Products, Capital Markets, Equities, Credit Derivatives, Valuation, Investment Banking, Financial Structuring
Education
University College London, U. of London 1983 — 1984
N/A, Economics
Colby College
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
42 Square Solutions, LLC October 2013 - Present
Youth Basketball Services, LLC., (iHoops/iHoops.com) May 2012 - May 2013
Major League Baseball Advanced Media (MLBAM) March 2009 - May 2012
Lehman Brothers July 2007 - June 2008
Earl G. Graves, Ltd., Black Enterprise Magazine 1995 - 2007
Skills
Strategic Partnerships, Digital Media, Marketing Strategy, Marketing, New Business Development, Sponsorship, Digital Marketing, Strategic Planning, Social Media, Online Advertising, Business Development, Digital Strategy
Education
Georgetown University Law Center 1986 — 1989
JD, Law
Colgate University 1980 — 1984
BA, Economics, Art History
MediOasis Health Services, LLC November 2014 - Present
Société Générale May 2014 - November 2014
Credit Suisse July 2010 - May 2014
Credit Suisse 2007 - 2010
Amaranth Advisors, LLC 2003 - 2006
Lehman Brothers 2002 - 2003
Goldman Sachs 2001 - 2002
Skills
Series 63, Life Insurance, Microsoft Excel, Non-profit Board..., Financial Analysis, Risk Management, Derivatives, Investments, Equities, Securities, Alternative Investments, Fixed Income, Middle Office, Equity Derivatives, Structured Products, Swaps, Back Office, Trading, Hedge Funds, Series 7
Education
Colgate University 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
Archbishop Stepinac High School 1993 — 1997
TD Securities November 2012 - Present
TD Securities October 2010 - October 2012
Credit Agricole CIB September 2008 - September 2010
Lehman Brothers April 2006 - August 2008
Dreyfus Corporation September 2004 - April 2006
law office January 2003 - August 2004
Education
City University of New York-John Jay College of Criminal Justice
Master of Arts (MA), Criminal Justice
Pace University - Lubin School of Business 2005 — 2008
MBA, Financial Management
Pace University - Lubin School of Business 1999 — 2004
BBA, Finance
Salisbury and Moore Construction 2008 - Present
Lehman Brothers 2006 - 2008
Skills
Project Management, Construction, Contract Management, Operations Management, Procurement, Budgets, Purchasing, Negotiation, Contract Negotiation, Cost Management, Team Building, Process Scheduler, Strategic Planning, Project Coordination, Project Planning, Construction Management, Management, Cost Control
Education
Clemson University 2001 — 2006
B.S., Financial Management
American Express October 2010 - Present
Tanteo Spirits June 2010 - August 2010
UBS Wealth Management September 2009 - May 2010
American Express June 2009 - August 2009
Barclays Capital September 2008 - May 2009
Lehman Brothers October 2007 - September 2008
Skills
Financial Reporting, PeopleSoft, Accounting, Accounts Payable, Sarbanes-Oxley Act
Education
City University of New York-Hunter College 2006 — 2010
BA, Major in Psychology, Minor in Economics
Goldman Sachs April 2010 - Present
Neuberger Berman September 2008 - April 2010
Lehman Brothers July 2006 - September 2008
Education
Georgetown Public Policy Institute 2004 — 2006
MPP
Colby College 2000 — 2004
BA
Phillips Academy 1996 — 2000
StoneCastle Land & Home Financial December 2014 - Present
MR Beal & Company January 2013 - November 2014
Jackson Securities February 2010 - January 2013
Magna Securities March 2009 - March 2010
Screaming Eagle Trading February 2006 - February 2009
Oppenheimer & Co. January 2003 - February 2006
Lehman Brothers 2000 - 2000
Robertson Stephens 1990 - 2000
Weeden & Co. March 1986 - January 1990
City of Cleveland January 1980 - January 1982
Skills
Trading, Equities, Investment Banking, Capital Markets, Asset Managment, Equity Trading, Investments, Electronic Trading, Trading Systems, Fixed Income, Equity Research, Series 7, Hedge Funds, Valuation, Securities, Financial Modeling, Corporate Finance, Portfolio Management, Public Finance, Program Trading, Prime Brokerage, Equity Derivatives, Bonds, Asset Management, Bloomberg
Education
Golden Gate University 1988 — 1990
MBA, Investments and Securities
Cleveland State University 1979 — 1980
Master of Science (MS), Urban Planning
st edwards high school
McKinsey & Company January 2006 - Present
McKinsey & Company November 1994 - December 2005
Creative Cats October 1992 - October 1994
Lehman Brothers May 1985 - September 1992
Shearson Lehman Brothers/American Express May 1982 - May 1985
Lehman Brothers Kuhn Loeb December 1980 - May 1982
Skills
Adobe Creative Suite, Adobe Acrobat, InDesign, Photoshop, Windows, HTML, Mac OS, Digital Printing, Xerox Printers, Wide Format Printing, Adobe Bridge, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Esperanto
Education
City University of New York-Hunter College
Samlyn Capital, LLC May 2015 - Present
Barclays October 2008 - March 2015
Lehman Brothers July 2007 - September 2008
Mercer Human Resource Consulting October 2003 - August 2005
Kaiser Permanente May 2001 - September 2003
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Hedge Funds, Bloomberg, Options, Asset Managment, Corporate Finance, Investments, Valuation
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
Andover High School
High School
Claremont McKenna College
Bachelor’s Degree, Economics
Rethinkit Solutions Inc. September 2006 - Present
Lehman Brothers 1993 - 2003
Lehman Brothers 1993 - April 2002
British Airways September 1990 - June 1993
Skills
Business Analysis, Databases, Java, Management, Market Data, Program Management, Risk Management, SDLC, Sybase
Education
City University of New York-Hunter College 1989 — 1993
BS, Computer Science
New Amsterdam Multilateral School 1980 — 1985
Bank of America Merrill Lynch September 2006 - Present
Barclays Investment Bank February 2002 - September 2006
Lehman Brothers July 1987 - February 2002
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Capital Markets, Series 7, Trading Systems, Alternative Investments, Securities, Financial Markets, Structured Products, Electronic Trading
Education
Clarion University of Pennsylvania 1980 — 1985
Master of Business Administration (MBA), Accounting
Microsoft June 2012 - Present
Yale School of Management August 2010 - May 2012
Goldman Sachs June 2011 - August 2011
Nomura International October 2008 - August 2010
Lehman Brothers June 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Economics, Capital Markets, Sales, Research, Banking, Financial Modeling, Investments, Endowments, Public Sector, Creative Writing, Proposal Writing, Resume Writing, Cover Letters, Editing, Management, Project Management, Strategy, Business Strategy, Program Management, Fixed Income, Financial Analysis, Data Analysis, Leadership, Strategic Planning
Education
Yale University - Yale School of Management 2010 — 2012
MBA, Finance, Sales Management, Education Management
Colby College 2004 — 2008
B.A Honors, summa cum laude, Economics & Math
London School of Economics and Political Science 2006 — 2007
General Course, Economics, Maths, Law
Mahindra UWC of India 2002 — 2004
International Baccalaureate, IB
Lawrence School, Lovedale 1995 — 2002
Bloomberg LP June 2014 - Present
Misys TCM/Summit November 2002 - June 2014
Imagine Software August 1998 - October 2002
Lehman Brothers May 1997 - August 1998
Matthew Bender June 1996 - May 1997
Skills
Fixed Income, C++, Equities, Summit, Derivatives, C, Unix, Object Oriented Design, Trading Systems
Education
City University of New York-Hunter College 1992 — 1996
Computer Science
James Madison High School
Healthfirst March 2012 - Present
Visiting Nurse Service of New York June 2007 - March 2012
Visiting Nurse Service of New York November 2006 - June 2007
United Way of New York City April 2005 - October 2006
Lehman Brothers October 2004 - April 2005
ValueOptions June 2003 - October 2004
Skills
Data Analysis, Budgeting, Forecasting, Microsoft Office, Excel, PowerPoint, Healthcare, Strategic Planning, Problem Solving, Research, Business Analysis, Financial Reporting, Spanish, Public Speaking, Visio, Analysis, SharePoint, Financial Analysis, Budgets, Microsoft Excel, Operations Management, Business Development
Education
New York University 2012 — 2013
Certificate, Project Management
Metropolitan College of New York 2006 — 2007
M.A., Public Affairs and Administration
City University of New York-John Jay College of Criminal Justice 2001 — 2003
B.A., Forensic Psychology
Virginia State University
Regional Environmental Council November 2013 - Present
Regional Environmental Council January 2011 - Present
Robert Half September 2007 - May 2010
Lehman Brothers April 2007 - August 2007
Skills
Community Outreach, Nonprofits, Research, Program Development, Community Development
Education
Clark University 2010 — 2013
MBA and MA in Community Development and Planning, Local Food Distribution
Ithaca College 2002 — 2006
Bachelor of Science (BS), Business Administration/Finance
Columbia Business School July 2011 - August 2012
New York University February 2010 - May 2011
Lehman brothers February 2007 - June 2008
Education
City University of New York-Hunter College 2011 — 2012
Master’s Degree, Computer Programming
City University of New York-Hunter College 2004 — 2007
Bachelor’s Degree, interdisciplinary studies
PPL Corporation August 2011 - Present
VMware April 2010 - March 2011
Abbott Laboratories April 2009 - January 2010
Genentech April 2008 - March 2009
UBS Investment Bank January 2006 - March 2008
Lehman Brothers May 2004 - December 2005
GE Aviation June 2002 - March 2004
GE Transportation January 2001 - May 2002
Skills
Informatica, Data Warehousing, Oracle SQL, Oracle PL/SQL..., Data Modeling, Unix Shell Scripting, Performance Tuning, Data Profiling, Cognos, Microstrategy, Informatica Architect
Education
Cochin University of Science and Technology 1993 — 1997
Bachelor of Technology (BTech), Computer Engineering
Chase June 2010 - Present
Lehman Brothers August 2007 - June 2010
JPMorgan Chase March 1985 - August 2007
Skills
Capital Markets
Education
Colgate University 1971 — 1975
Bachelor of Arts (BA), English Language and Literature/Letters
Bank of Tokyo-Mitsubishi UFJ March 2007 - Present
BBVA January 1995 - March 2005
Lehman Brothers September 1992 - October 1995
Skills
English, Research, Customer Service, Outlook, Windows, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Banking Law, Compliance, Financial Analysis, Strategic Planning, AML, Risk Management, Financial Risk, Sanction, Enterprise Risk..., Securities, Credit, OFAC, Financial Regulation, Anti Money Laundering, Banking, Financial Institutions, Operational Risk..., Dodd-Frank, Basel II, Operational Risk, Capital Markets, Fraud, Credit Risk, Core Banking, Market Risk, KYC
Education
John Jay College of Criminal Justice 1970 — 1974
Bachelor of Science (BS), Economics - criminology
United States Army Military Police School Fort Gordon, Georgia
Graduate Certificate Law Enforcement Investigation and Interviewing
Farmstead Capital Management 2013 - Present
DLJ / Credit Suisse 1999 - 2013
Lehman Brothers 1994 - 1997
Education
The University of Chicago 1997 — 1999
Master of Business Administration (M.B.A.), Focus on analytical finance and accounting
Colgate University 1990 — 1994
Bachelor's Degree