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
Employee
Years
Job
Industry
Christine Luu Christine Luu's Lehman Brothers Experience June 2004 - August 2004
Job Associate (CA admission pending) at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP October 2014 - Present
U.S. District Court August 2013 - August 2014
U.S. Department of Justice June 2013 - July 2013
Fish & Tsang LLP May 2012 - August 2012
U.S. District Court January 2012 - April 2012
The Edna McConnell Clark Foundation May 2008 - July 2010
SunGard June 2006 - May 2008
Lehman Brothers June 2004 - August 2004
Education
University of California, Irvine 2010 — 2013
Juris Doctor (J.D.)
Columbia Engineering 2003 — 2005
Bachelor’s Degree
Columbia University in the City of New York 2000 — 2004
Bachelor’s Degree
Cate School
High School
Kirkland & Ellis LLP October 2014 - Present
U.S. District Court August 2013 - August 2014
U.S. Department of Justice June 2013 - July 2013
Fish & Tsang LLP May 2012 - August 2012
U.S. District Court January 2012 - April 2012
The Edna McConnell Clark Foundation May 2008 - July 2010
SunGard June 2006 - May 2008
Lehman Brothers June 2004 - August 2004
Education
University of California, Irvine 2010 — 2013
Juris Doctor (J.D.)
Columbia Engineering 2003 — 2005
Bachelor’s Degree
Columbia University in the City of New York 2000 — 2004
Bachelor’s Degree
Cate School
High School
Inder M. Singh Inder M. Singh's Lehman Brothers Experience June 2007 - July 2008
Job Managing Director at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank -- Equities Research, Corporate Investment Bank 2013 - Present
U.S. Department of Homeland Security January 2004 - Present
Comcast 2012 - 2014
Cisco 2008 - 2012
Lehman Brothers June 2007 - July 2008
Prudential Financial 2001 - 2007
AT&T 1993 - 2001
Skills
Strategy, Corporate Finance, Product Management, Mergers & Acquisitions, Capital Markets, Portfolio Management, Business Strategy, Leadership, Financial Modeling, Business Development, Competitive Analysis, Equities, Strategic Partnerships, Finance, Accounting, Controller, IFRS, Treasury, Internal Controls, Wall Street, Start-ups, Telecommunications, Executive Management, Venture Capital, M&A experience, Analytics, Corporate Development, Cloud Computing, Investments, Forecasting, Market Research, Investment Banking, Management Consulting, Financial Analysis, Product Development, Private Equity, Risk Management, Business Analysis, Analysis, SaaS, Business Intelligence, E-commerce, Entrepreneurship, Business Planning, Investor Relations, Valuation, FASB, P&L Management, Equity Research
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Engineering
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Engineering
New York University, Stern School of Business
MBA, Finance
Harvard Business School
Advanced Negotiations certification program
SunTrust Bank -- Equities Research, Corporate Investment Bank 2013 - Present
U.S. Department of Homeland Security January 2004 - Present
Comcast 2012 - 2014
Cisco 2008 - 2012
Lehman Brothers June 2007 - July 2008
Prudential Financial 2001 - 2007
AT&T 1993 - 2001
Skills
Strategy, Corporate Finance, Product Management, Mergers & Acquisitions, Capital Markets, Portfolio Management, Business Strategy, Leadership, Financial Modeling, Business Development, Competitive Analysis, Equities, Strategic Partnerships, Finance, Accounting, Controller, IFRS, Treasury, Internal Controls, Wall Street, Start-ups, Telecommunications, Executive Management, Venture Capital, M&A experience, Analytics, Corporate Development, Cloud Computing, Investments, Forecasting, Market Research, Investment Banking, Management Consulting, Financial Analysis, Product Development, Private Equity, Risk Management, Business Analysis, Analysis, SaaS, Business Intelligence, E-commerce, Entrepreneurship, Business Planning, Investor Relations, Valuation, FASB, P&L Management, Equity Research
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Engineering
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Engineering
New York University, Stern School of Business
MBA, Finance
Harvard Business School
Advanced Negotiations certification program
Patrick Faw Patrick Faw's Lehman Brothers Experience 1998 - December 2002
Job Sales Director at Presentation Services
Industry Hospitality
Experience
Presentation Services September 2015 - Present
Presentation Services January 2003 - Present
Presentation Services November 2007 - December 2008
Lehman Brothers 1998 - December 2002
Skills
AV, Corporate Events, Live Events, Event Management, Production Managment, Hotels, Meeting Planning, Event Planning, Video Conferencing, Hospitality Industry, Projection, Stage Lighting, Event Producing, Lighting, Video, Stage Management, Projectors, FOH, Concert Production, Sponsorship, Video Production, Catering, Entertainment, Lighting Design, Weddings, Relationship Marketing, Festivals, Budgets, Hospitality, Food & Beverage, Hotel Management, Sound Reinforcement, Private Events, Audio Engineering, Professional Audio, Sales, Webcasting
Education
College of Marin 1974 — 1978
Drama
Presentation Services September 2015 - Present
Presentation Services January 2003 - Present
Presentation Services November 2007 - December 2008
Lehman Brothers 1998 - December 2002
Skills
AV, Corporate Events, Live Events, Event Management, Production Managment, Hotels, Meeting Planning, Event Planning, Video Conferencing, Hospitality Industry, Projection, Stage Lighting, Event Producing, Lighting, Video, Stage Management, Projectors, FOH, Concert Production, Sponsorship, Video Production, Catering, Entertainment, Lighting Design, Weddings, Relationship Marketing, Festivals, Budgets, Hospitality, Food & Beverage, Hotel Management, Sound Reinforcement, Private Events, Audio Engineering, Professional Audio, Sales, Webcasting
Education
College of Marin 1974 — 1978
Drama
Eric Ruben Eric Ruben's Lehman Brothers Experience June 2006 - August 2006
Job Manager, Strategic Initiatives at Mars
Industry Consumer Goods
Experience
Mars May 2014 - Present
Freddie Mac September 2012 - May 2014
MorganFranklin April 2010 - September 2012
Accenture July 2007 - April 2010
Lehman Brothers June 2006 - August 2006
Skills
Management Consulting, Strategy, Business Analysis, Business Process..., Risk Management, PMO, Project Management, SAP, Finance, Management, Business Transformation, Enterprise Risk..., Microsoft Office, Business Process, Leadership, ERP, Business Strategy, Business Process..., Shared Services, Business Process Mapping, Process Mapping, Project Implementation, Corporate Governance
Education
Georgetown University - The McDonough School of Business 2012 — 2015
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science 2003 — 2007
B.S., Industrial Engineering, minor in Economics
Mars May 2014 - Present
Freddie Mac September 2012 - May 2014
MorganFranklin April 2010 - September 2012
Accenture July 2007 - April 2010
Lehman Brothers June 2006 - August 2006
Skills
Management Consulting, Strategy, Business Analysis, Business Process..., Risk Management, PMO, Project Management, SAP, Finance, Management, Business Transformation, Enterprise Risk..., Microsoft Office, Business Process, Leadership, ERP, Business Strategy, Business Process..., Shared Services, Business Process Mapping, Process Mapping, Project Implementation, Corporate Governance
Education
Georgetown University - The McDonough School of Business 2012 — 2015
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science 2003 — 2007
B.S., Industrial Engineering, minor in Economics
David Readerman, CFA's Lehman Brothers Experience 1988 - 1991
Job Portfolio Manager
Industry Financial Services
Experience
Endurance Capital Partners, LLC July 2014 - Present
Forward December 2010 - June 2014
dReaderman Capital Management March 2010 - November 2010
Marsico Capital Management August 2003 - February 2010
Environmental Entrepreneurs (E2) 2006 - 2010
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1992 - 1999
Lehman Brothers 1988 - 1991
Smith Barney 1983 - 1987
Skills
Hedge Funds, Emerging Markets, Equities, Alternative Investments, Equity Research, Private Equity, Corporate Finance, Investments, Entrepreneurship, Asset Managment, Financial Modeling, Investor Relations, Asset Management, Portfolio Management, Valuation, Series 7, Investment Management, Mutual Funds, Investment Banking, Financial Analysis, Asset Allocation, Capital Markets, Investment Strategies, Bloomberg, Fixed Income, Investment Advisory, Trading, Financial Markets, Fund Of Funds, Securities, Finance, Equity Valuation, Derivatives, Series 63, ETFs, Equity Trading, Wealth Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Colgate University 1974 — 1978
Bachelor of Arts (BA), Economics
Endurance Capital Partners, LLC July 2014 - Present
Forward December 2010 - June 2014
dReaderman Capital Management March 2010 - November 2010
Marsico Capital Management August 2003 - February 2010
Environmental Entrepreneurs (E2) 2006 - 2010
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1992 - 1999
Lehman Brothers 1988 - 1991
Smith Barney 1983 - 1987
Skills
Hedge Funds, Emerging Markets, Equities, Alternative Investments, Equity Research, Private Equity, Corporate Finance, Investments, Entrepreneurship, Asset Managment, Financial Modeling, Investor Relations, Asset Management, Portfolio Management, Valuation, Series 7, Investment Management, Mutual Funds, Investment Banking, Financial Analysis, Asset Allocation, Capital Markets, Investment Strategies, Bloomberg, Fixed Income, Investment Advisory, Trading, Financial Markets, Fund Of Funds, Securities, Finance, Equity Valuation, Derivatives, Series 63, ETFs, Equity Trading, Wealth Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Colgate University 1974 — 1978
Bachelor of Arts (BA), Economics
Courtney Anne Belair Courtney Anne Belair's Lehman Brothers Experience June 2006 - September 2008
Job Trade Order Management Systems Relationship Manager
Industry Financial Services
Experience
Bloomberg March 2009 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers June 2006 - September 2008
Citi Group October 2004 - June 2006
Skills
Fixed Income, Bloomberg, Trading Systems, Trading, Capital Markets, Securities, Financial Risk, Derivatives, Electronic Trading, Series 7, Series 63, Bonds, Investment Banking, Equities, Financial Markets, Client Services, Key Account Management
Education
College of the Holy Cross 1998 — 2002
B.A., History
Bloomberg March 2009 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers June 2006 - September 2008
Citi Group October 2004 - June 2006
Skills
Fixed Income, Bloomberg, Trading Systems, Trading, Capital Markets, Securities, Financial Risk, Derivatives, Electronic Trading, Series 7, Series 63, Bonds, Investment Banking, Equities, Financial Markets, Client Services, Key Account Management
Education
College of the Holy Cross 1998 — 2002
B.A., History
Grace Lee's Lehman Brothers Experience May 2004 - March 2006
Job Chief of Staff to the Head of Fixed Income Americas at BlackRock
Industry Financial Services
Experience
BlackRock June 2014 - Present
ING December 2010 - June 2014
Neuberger Berman July 2008 - December 2010
Neuberger Berman June 2007 - August 2007
Lehman Brothers May 2004 - March 2006
Lehman Brothers July 2001 - April 2004
Skills
Equities, Corporate Development, Business Strategy, Banking, Financial Services, Acquisitions, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Emerging Markets, Portfolio Management, Mergers & Acquisitions, Investments, Strategy
Education
Harvard Business School 2006 — 2008
M.B.A.
Columbia College (NY) 1997 — 2001
B.A., East Asian Languages and Cultures
BlackRock June 2014 - Present
ING December 2010 - June 2014
Neuberger Berman July 2008 - December 2010
Neuberger Berman June 2007 - August 2007
Lehman Brothers May 2004 - March 2006
Lehman Brothers July 2001 - April 2004
Skills
Equities, Corporate Development, Business Strategy, Banking, Financial Services, Acquisitions, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Emerging Markets, Portfolio Management, Mergers & Acquisitions, Investments, Strategy
Education
Harvard Business School 2006 — 2008
M.B.A.
Columbia College (NY) 1997 — 2001
B.A., East Asian Languages and Cultures
Brian Frye Brian Frye's Lehman Brothers Experience 2005 - 2006
Job Senior Vice President Business Development
Industry Financial Services
Experience
Linear Title & Closing 2015 - Present
Abstrax, LLC 2015 - Present
Wingspan Portfolio Advisors 2013 - 2015
AMRE Solutions, LLC - Acquired by Wingspan Portfolio Advisors 2011 - 2013
Integrated Asset Services 2008 - 2011
Echelon Development Group, LLC 2006 - 2008
Lehman Brothers 2005 - 2006
Clayton 2005 - 2005
Skills
Real Estate, Investment Properties, Financial Analysis, Financial Modeling, Disposition, Mortgage Lending, REO, Management, Business Analysis, Foreclosures, Real Estate Investor, Forecasting, Investors, Stock Market, Equities, Entrepreneurship, Analytical Skills, Valuation, Short Sales, Real Estate Transactions, Asset Management, Investments, Entrepreneurial Spirit, Loss Mitigation, Innovative Problem..., Asset, Commercial Real Estate, FHA, CRM, Banking, Portfolio Management, Real Estate Economics, Excel, Strategy, Brokerage, Real Estate Development, Analysis, Structures, Residential Mortgages, Mortgage Banking, Deal Structure, Real Estate Investment, Budgeting, Deal Structures, Credit Risk, Risk Management, Capital Markets, Investment Banking, Fixed Income Portfolio..., Loans
Education
Colorado State University 2001 — 2005
Bachelor of Science, Business Administration; Finance and Real Estate
Colorado State University
Bachelor of Science (B.S.), Finance, General
Linear Title & Closing 2015 - Present
Abstrax, LLC 2015 - Present
Wingspan Portfolio Advisors 2013 - 2015
AMRE Solutions, LLC - Acquired by Wingspan Portfolio Advisors 2011 - 2013
Integrated Asset Services 2008 - 2011
Echelon Development Group, LLC 2006 - 2008
Lehman Brothers 2005 - 2006
Clayton 2005 - 2005
Skills
Real Estate, Investment Properties, Financial Analysis, Financial Modeling, Disposition, Mortgage Lending, REO, Management, Business Analysis, Foreclosures, Real Estate Investor, Forecasting, Investors, Stock Market, Equities, Entrepreneurship, Analytical Skills, Valuation, Short Sales, Real Estate Transactions, Asset Management, Investments, Entrepreneurial Spirit, Loss Mitigation, Innovative Problem..., Asset, Commercial Real Estate, FHA, CRM, Banking, Portfolio Management, Real Estate Economics, Excel, Strategy, Brokerage, Real Estate Development, Analysis, Structures, Residential Mortgages, Mortgage Banking, Deal Structure, Real Estate Investment, Budgeting, Deal Structures, Credit Risk, Risk Management, Capital Markets, Investment Banking, Fixed Income Portfolio..., Loans
Education
Colorado State University 2001 — 2005
Bachelor of Science, Business Administration; Finance and Real Estate
Colorado State University
Bachelor of Science (B.S.), Finance, General
Nesrine Gharbi Ferradji's Lehman Brothers Experience April 2008 - July 2008
Job
Industry Building Materials
Experience
Lafarge May 2014 - Present
Royal Bank of Canada February 2011 - May 2014
Credit-Suisse July 2009 - February 2011
Lehman Brothers April 2008 - July 2008
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
Ms
Ecole polytechnique 2005 — 2008
Engineer
Ecole Nationale Preparatoire aux Etudes d'Ingenieurs 2002 — 2005
Bac+2
Lafarge May 2014 - Present
Royal Bank of Canada February 2011 - May 2014
Credit-Suisse July 2009 - February 2011
Lehman Brothers April 2008 - July 2008
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
Ms
Ecole polytechnique 2005 — 2008
Engineer
Ecole Nationale Preparatoire aux Etudes d'Ingenieurs 2002 — 2005
Bac+2
john mckissick john mckissick's Lehman Brothers Experience August 1996 - September 2008
Job Director of Operations at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. April 2009 - Present
Barclays September 2008 - April 2009
Lehman Brothers August 1996 - September 2008
Skills
Prime Brokerage, Equities, Series 7, Securities, Fixed Income, Series 63, Risk Management, Capital Markets, Financial Services, Series 24, series 27, FINRA, Settlement, Trading Systems, Options, Electronic Trading, Trading, Hedge Funds, Derivatives, Equity Trading, Financial Markets, FX Options
Education
Penn State University 2014 — 2016
Master of Business Administration (M.B.A.)
Colorado Technical University 2004 — 2007
Bachelor of Science (BS), Business Administration, Magna Cum Laude
KCG Holdings, Inc. April 2009 - Present
Barclays September 2008 - April 2009
Lehman Brothers August 1996 - September 2008
Skills
Prime Brokerage, Equities, Series 7, Securities, Fixed Income, Series 63, Risk Management, Capital Markets, Financial Services, Series 24, series 27, FINRA, Settlement, Trading Systems, Options, Electronic Trading, Trading, Hedge Funds, Derivatives, Equity Trading, Financial Markets, FX Options
Education
Penn State University 2014 — 2016
Master of Business Administration (M.B.A.)
Colorado Technical University 2004 — 2007
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Darren Thomas Darren Thomas's Lehman Brothers Experience June 2004 - July 2008
Job Senior Vice President, Human Resources Irvine Company
Industry Real Estate
Experience
Irvine Company September 2008 - Present
Lehman Brothers June 2004 - July 2008
Alliance Data Systems June 2002 - June 2004
Citigroup June 1997 - June 2002
Skills
Compensation, Workforce Planning, Succession Planning, Talent Management, HR Strategy, Talent Acquisition, Employee Engagement, Performance Management, Organizational..., Executive Pay, Organizational..., Mergers, Coaching, Employee Training, Executive Development, HR Transformation, Employment Law, HRIS
Education
Southern Methodist University - Cox School of Business
MBA
Colorado State University
BA, Economics
Irvine Company September 2008 - Present
Lehman Brothers June 2004 - July 2008
Alliance Data Systems June 2002 - June 2004
Citigroup June 1997 - June 2002
Skills
Compensation, Workforce Planning, Succession Planning, Talent Management, HR Strategy, Talent Acquisition, Employee Engagement, Performance Management, Organizational..., Executive Pay, Organizational..., Mergers, Coaching, Employee Training, Executive Development, HR Transformation, Employment Law, HRIS
Education
Southern Methodist University - Cox School of Business
MBA
Colorado State University
BA, Economics
Michael Cortese Michael Cortese's Lehman Brothers Experience 2004 - 2004
Job Math Teacher at New World Preparatory Charter School
Industry Financial Services
Experience
New World Preparatory Charter School February 2013 - Present
St. Joseph by the Sea High School November 2012 - Present
The Coaches Care Fund January 2009 - Present
Knight Capital Group May 2012 - January 2013
Molloy College June 2010 - November 2012
Lehman Brothers/Barclays Capital September 2005 - August 2011
Lehman Brothers 2004 - 2004
Skills
Microsoft Excel, Outlook, PowerPoint, Equities, Microsoft Word, Microsoft Office, Financial Analysis, Customer Service, Social Media, Risk Management, DTC, Loanet, Magics, Team Leadership, Organization, Coaching, Teaching
Education
Molloy College 2010 — 2014
MBA, Management
College of Mount Saint Vincent 2001 — 2005
BS, Business Administration, Concentration in Finance, 3.48 GPA
New World Preparatory Charter School February 2013 - Present
St. Joseph by the Sea High School November 2012 - Present
The Coaches Care Fund January 2009 - Present
Knight Capital Group May 2012 - January 2013
Molloy College June 2010 - November 2012
Lehman Brothers/Barclays Capital September 2005 - August 2011
Lehman Brothers 2004 - 2004
Skills
Microsoft Excel, Outlook, PowerPoint, Equities, Microsoft Word, Microsoft Office, Financial Analysis, Customer Service, Social Media, Risk Management, DTC, Loanet, Magics, Team Leadership, Organization, Coaching, Teaching
Education
Molloy College 2010 — 2014
MBA, Management
College of Mount Saint Vincent 2001 — 2005
BS, Business Administration, Concentration in Finance, 3.48 GPA
Christof Laputka Christof Laputka's Lehman Brothers Experience 1994 - 1996
Job Director at Cantor Commercial Real Estate
Industry Real Estate
Experience
Cantor Fitzgerald 2014 - Present
UBS 2002 - 2007
Credit Suisse 1996 - 2002
Lehman Brothers 1994 - 1996
Skills
Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Financial Structuring, Financial Modeling, Capital Markets, Structured Finance, Alternative Investments, Leveraged Finance, Valuation, Securitization, Debt Restructuring, Private Equity, Syndications, Corporate Finance, Due Diligence, Funding, Private Placements
Education
Colgate University 1990 — 1994
Bachelor's degree, Sociology and Anthropology
The Lawrenceville School 1989 — 1990
Cantor Fitzgerald 2014 - Present
UBS 2002 - 2007
Credit Suisse 1996 - 2002
Lehman Brothers 1994 - 1996
Skills
Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Financial Structuring, Financial Modeling, Capital Markets, Structured Finance, Alternative Investments, Leveraged Finance, Valuation, Securitization, Debt Restructuring, Private Equity, Syndications, Corporate Finance, Due Diligence, Funding, Private Placements
Education
Colgate University 1990 — 1994
Bachelor's degree, Sociology and Anthropology
The Lawrenceville School 1989 — 1990
Bill Catchings Bill Catchings's Lehman Brothers Experience 1983 - 1984
Job CTO at Principled Technologies
Industry Marketing and Advertising
Experience
Principled Technologies January 2003 - Present
eTesting Labs 1999 - 2001
ZDBOp 1992 - 1999
Columbia University 1984 - 1985
Lehman Brothers 1983 - 1984
Columbia University Academic Information Systems 1980 - 1983
Education
Gordon Conwell Theological Seminary 2002 — 2004
Columbia Engineering 1981 — 1983
MS, Computer Science
Columbia Engineering 1976 — 1980
BS, Computer Science
Principled Technologies January 2003 - Present
eTesting Labs 1999 - 2001
ZDBOp 1992 - 1999
Columbia University 1984 - 1985
Lehman Brothers 1983 - 1984
Columbia University Academic Information Systems 1980 - 1983
Education
Gordon Conwell Theological Seminary 2002 — 2004
Columbia Engineering 1981 — 1983
MS, Computer Science
Columbia Engineering 1976 — 1980
BS, Computer Science
Jack Oyhancabal Jack Oyhancabal's Lehman Brothers Experience January 2005 - November 2007
Job are you absolutely sure your not over paying for your Work Comp / General Liability Ins. I save my clients thousands!
Industry Insurance
Experience
Construction Pro's Insurance Services October 2007 - Present
Farmers Insurance November 2007 - August 2011
TriVerify August 2010 - November 2010
Lehman Brothers January 2005 - November 2007
West Coast Region January 1993 - January 2005
Skills
Investments, Negotiation, Sales Management, Account Management, Sales Process, Finance, Risk Management, Property & Casualty..., New Business Development, Sales, Customer Retention, Lead Generation, Business Planning, Marketing, Sales Operations, Insurance, Team Building, Management, Training, Customer Service, Strategy, Competitive Analysis, Leadership, Forecasting, Strategic Planning, Underwriting, Selling, Commercial Insurance, Term Life Insurance, Umbrella Insurance, Small Business, Casualty, Life Insurance, Liability, General Insurance, Workers Compensation, Brokers, Professional Liability, Health Insurance, Legal Liability, Universal Life, Property, Mortgage Lending, Direct Sales, Casualty Insurance
Education
College of San Mateo 1982 — 1984
Business Administration and Management, General
Construction Pro's Insurance Services October 2007 - Present
Farmers Insurance November 2007 - August 2011
TriVerify August 2010 - November 2010
Lehman Brothers January 2005 - November 2007
West Coast Region January 1993 - January 2005
Skills
Investments, Negotiation, Sales Management, Account Management, Sales Process, Finance, Risk Management, Property & Casualty..., New Business Development, Sales, Customer Retention, Lead Generation, Business Planning, Marketing, Sales Operations, Insurance, Team Building, Management, Training, Customer Service, Strategy, Competitive Analysis, Leadership, Forecasting, Strategic Planning, Underwriting, Selling, Commercial Insurance, Term Life Insurance, Umbrella Insurance, Small Business, Casualty, Life Insurance, Liability, General Insurance, Workers Compensation, Brokers, Professional Liability, Health Insurance, Legal Liability, Universal Life, Property, Mortgage Lending, Direct Sales, Casualty Insurance
Education
College of San Mateo 1982 — 1984
Business Administration and Management, General
Donald Henry Regan Donald Henry Regan's Lehman Brothers Experience 1996 - 2008
Job Senior Advisor
Industry Financial Services
Experience
Risk Advisors Inc. November 2014 - Present
Barclays 2008 - February 2013
Lehman Brothers 1996 - 2008
Goldman Sachs 1976 - 1996
J.P. Morgan September 1974 - September 1976
New England Nuclear Corporation September 1972 - August 1974
Skills
Relationship Management, Derivatives, Fixed Income, Investment Advisory, Banking, Risk Management, Portfolio Management, Financial Risk, Trading, Equities, Asset Management, Hedge Funds, Alternative Investments, Dynamic Asset Allocation, Investment Advisory...
Education
College of the Holy Cross 1968 — 1972
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 1968 — 1972
Bachelor of Arts (B.A.), Fine and Studio Arts
Risk Advisors Inc. November 2014 - Present
Barclays 2008 - February 2013
Lehman Brothers 1996 - 2008
Goldman Sachs 1976 - 1996
J.P. Morgan September 1974 - September 1976
New England Nuclear Corporation September 1972 - August 1974
Skills
Relationship Management, Derivatives, Fixed Income, Investment Advisory, Banking, Risk Management, Portfolio Management, Financial Risk, Trading, Equities, Asset Management, Hedge Funds, Alternative Investments, Dynamic Asset Allocation, Investment Advisory...
Education
College of the Holy Cross 1968 — 1972
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 1968 — 1972
Bachelor of Arts (B.A.), Fine and Studio Arts
David Frisina David Frisina's Lehman Brothers Experience May 1993 - August 2001
Job Social Security Maximization Strategiest NSS Partners Real Estate Agent for Engel & Voelkers Critelli Properties
Industry Financial Services
Experience
Atlas Advisory Group,LLC November 2013 - Present
Critelli Realtors June 2013 - Present
RBC Capital Markets September 2011 - June 2013
Gleacher & Co (formally Broadpoint) November 2009 - June 2011
Banc of America 2003 - 2009
Lehman Brothers May 1993 - August 2001
Skills
Trading
Education
Colgate University 1989 — 1993
BA, History
Cold Spring Harbor High School 1987 — 1989
Atlas Advisory Group,LLC November 2013 - Present
Critelli Realtors June 2013 - Present
RBC Capital Markets September 2011 - June 2013
Gleacher & Co (formally Broadpoint) November 2009 - June 2011
Banc of America 2003 - 2009
Lehman Brothers May 1993 - August 2001
Skills
Trading
Education
Colgate University 1989 — 1993
BA, History
Cold Spring Harbor High School 1987 — 1989
Jeff Rosenthal Jeff Rosenthal's Lehman Brothers Experience February 2007 - June 2008
Job Senior Production Manager Meetings, Events & Video at Abbott Laboratories at Abbott Laboratories
Industry
Experience
Abbott Laboratories December 2011 - Present
Abbott Laboratories June 2008 - Present
Lehman Brothers February 2007 - June 2008
Chicago Transit Authority May 2000 - January 2007
Hereditary Disease Foundation 2004 - 2006
Skills
Event Planning, Editing, Video Production, Video, Video Editing, Pharmaceutical Industry, Production Planning, Vectorworks, Avid Media Composer, Final Cut Pro, Live Event Producer, Show Production, Television Producing, Account Management, Project Management, Operations Management
Education
Columbia College Chicago 1995 — 1997
BS, Video Production/Producing
Abbott Laboratories December 2011 - Present
Abbott Laboratories June 2008 - Present
Lehman Brothers February 2007 - June 2008
Chicago Transit Authority May 2000 - January 2007
Hereditary Disease Foundation 2004 - 2006
Skills
Event Planning, Editing, Video Production, Video, Video Editing, Pharmaceutical Industry, Production Planning, Vectorworks, Avid Media Composer, Final Cut Pro, Live Event Producer, Show Production, Television Producing, Account Management, Project Management, Operations Management
Education
Columbia College Chicago 1995 — 1997
BS, Video Production/Producing
Robert Hellman Robert Hellman's Lehman Brothers Experience 1983 - 1999
Job Managing Director, Pembrook Capital Management
Industry Investment Management
Experience
Pembrook Capital Management LLC 2010 - Present
New York Law School 2011 - 2012
David Landau & Associates LLC June 2008 - September 2010
New York Univeristy - Schack Real Estate Institute 2008 - 2010
Africa Israel USA January 2009 - December 2009
Ackman-Ziff Real Estate Group February 2007 - July 2008
Riverstreet Realty Advisors 2002 - 2007
Newmark Knight Frank 1999 - 2002
Lehman Brothers 1983 - 1999
Skills
Real Estate, Asset Management, Real Estate Transactions, Investments, Restructuring, Asset Managment, Investment Properties, Real Estate Economics, Disposition, Financial Modeling, Private Equity, Capital Markets, Portfolio Management, Risk Management, Private Placements, Mezzanine, Due Diligence, Finance, Loans, Equities, Alternative Investments, Funding, Capital, Brokerage, Mortgage Lending, Joint Ventures, Securitization, Debt, Real Estate Finance, Real Estate Investment, Real Estate Financing, Valuation, Real Estate Private..., CMBS, Real Estate Development, Financial Structuring, Structured Finance, Acquisitions, Strategy, Commercial Mortgages, Debt Restructuring, Venture Capital, Leases, Commercial Real Estate, Dispositions
Education
Fordham University School of Law
JD, Law
Columbia University - School of International and Public Affairs 1976 — 1977
MIA, International Business
Cornell University 1972 — 1976
AB, Government/International Relations
College of Europe 1975 — 1975
European Political and Economic Integration
Mather
Pembrook Capital Management LLC 2010 - Present
New York Law School 2011 - 2012
David Landau & Associates LLC June 2008 - September 2010
New York Univeristy - Schack Real Estate Institute 2008 - 2010
Africa Israel USA January 2009 - December 2009
Ackman-Ziff Real Estate Group February 2007 - July 2008
Riverstreet Realty Advisors 2002 - 2007
Newmark Knight Frank 1999 - 2002
Lehman Brothers 1983 - 1999
Skills
Real Estate, Asset Management, Real Estate Transactions, Investments, Restructuring, Asset Managment, Investment Properties, Real Estate Economics, Disposition, Financial Modeling, Private Equity, Capital Markets, Portfolio Management, Risk Management, Private Placements, Mezzanine, Due Diligence, Finance, Loans, Equities, Alternative Investments, Funding, Capital, Brokerage, Mortgage Lending, Joint Ventures, Securitization, Debt, Real Estate Finance, Real Estate Investment, Real Estate Financing, Valuation, Real Estate Private..., CMBS, Real Estate Development, Financial Structuring, Structured Finance, Acquisitions, Strategy, Commercial Mortgages, Debt Restructuring, Venture Capital, Leases, Commercial Real Estate, Dispositions
Education
Fordham University School of Law
JD, Law
Columbia University - School of International and Public Affairs 1976 — 1977
MIA, International Business
Cornell University 1972 — 1976
AB, Government/International Relations
College of Europe 1975 — 1975
European Political and Economic Integration
Mather
Douglas Hercher Douglas Hercher's Lehman Brothers Experience January 2000 - December 2003
Job Managing Director & Principal
Industry Real Estate
Experience
RobertDouglas December 2012 - Present
Cushman & Wakefield Sonnenblick Goldman August 2007 - October 2012
Sonnenblick-Goldman January 2004 - July 2007
Lehman Brothers January 2000 - December 2003
Jones Lang LaSalle February 1988 - November 1999
Jones Lang Wootton 1989 - 1998
Investcorp June 1987 - February 1988
Fleet Bank July 1983 - September 1986
Skills
Investments, Mergers, Portfolio Management, Equities, Real Estate, Finance, Structured Finance, Joint Ventures, Hospitality, Hotels, Real Estate Economics, Real Estate Development, Business Development, Team Management, Investment Banking, Asset Management, Location Intelligence, Mergers & Acquisitions, Disposition
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Real Estate/Finance
Colgate University 1979 — 1983
BA, History
RobertDouglas December 2012 - Present
Cushman & Wakefield Sonnenblick Goldman August 2007 - October 2012
Sonnenblick-Goldman January 2004 - July 2007
Lehman Brothers January 2000 - December 2003
Jones Lang LaSalle February 1988 - November 1999
Jones Lang Wootton 1989 - 1998
Investcorp June 1987 - February 1988
Fleet Bank July 1983 - September 1986
Skills
Investments, Mergers, Portfolio Management, Equities, Real Estate, Finance, Structured Finance, Joint Ventures, Hospitality, Hotels, Real Estate Economics, Real Estate Development, Business Development, Team Management, Investment Banking, Asset Management, Location Intelligence, Mergers & Acquisitions, Disposition
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Real Estate/Finance
Colgate University 1979 — 1983
BA, History
Lawrence Halpern, CFE Lawrence Halpern, CFE's Lehman Brothers Experience January 1984 - August 1997
Job Founder & CCO Brick House Asset Management LLC
Industry Financial Services
Experience
Brick House Asset Management LLC January 2010 - Present
Morgan Stanley October 2005 - December 2008
Tucker Anthony/RBC Dain Rauscher August 1997 - May 2005
Lehman Brothers January 1984 - August 1997
Lehman Brothers January 1984 - January 1991
Merrill Lynch January 1978 - March 1984
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Securities, Investment Management, Investment Advisory, Risk Management, Financial Services, Strategic Financial..., Financial Advisory, Trading, FINRA, Fixed Income, Equities, Options, Asset Management, Wealth Management, Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Capital Markets, Series 63, Investment Strategies, Bonds, Trading Systems, Derivatives, Equity Trading, Electronic Trading, Finance, ETFs, Series 65, Arbitration, Retirement Planning, Financial Markets, Private Equity
Education
Colgate University 1968 — 1972
BA, English and Spanish
Brick House Asset Management LLC January 2010 - Present
Morgan Stanley October 2005 - December 2008
Tucker Anthony/RBC Dain Rauscher August 1997 - May 2005
Lehman Brothers January 1984 - August 1997
Lehman Brothers January 1984 - January 1991
Merrill Lynch January 1978 - March 1984
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Securities, Investment Management, Investment Advisory, Risk Management, Financial Services, Strategic Financial..., Financial Advisory, Trading, FINRA, Fixed Income, Equities, Options, Asset Management, Wealth Management, Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Capital Markets, Series 63, Investment Strategies, Bonds, Trading Systems, Derivatives, Equity Trading, Electronic Trading, Finance, ETFs, Series 65, Arbitration, Retirement Planning, Financial Markets, Private Equity
Education
Colgate University 1968 — 1972
BA, English and Spanish
Lee Copeland Lee Copeland's Lehman Brothers Experience June 2007 - November 2008
Job Portfolio Manager at Parallax Volatility Advisors
Industry Investment Management
Experience
Parallax Volatility Advisers, L.P. July 2014 - Present
BlueMountain Capital Management November 2008 - April 2014
Lehman Brothers June 2007 - November 2008
Citigroup Asset Managment January 2003 - August 2005
Skills
Derivatives, Equity Derivatives, Fixed Income, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Applied Investment Management
Colgate University 1997 — 2001
Bachelor of Arts (B.A.), Economics
The Blake School
The Blake School
Parallax Volatility Advisers, L.P. July 2014 - Present
BlueMountain Capital Management November 2008 - April 2014
Lehman Brothers June 2007 - November 2008
Citigroup Asset Managment January 2003 - August 2005
Skills
Derivatives, Equity Derivatives, Fixed Income, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Applied Investment Management
Colgate University 1997 — 2001
Bachelor of Arts (B.A.), Economics
The Blake School
The Blake School
Jim Cantalini Jim Cantalini's Lehman Brothers Experience 1983 - 1985
Job Board Advisor for Corporate Strategy, Growth and Leadership
Industry Executive Office
Experience
Newport Board Group February 2014 - Present
Torsted Advisors February 2007 - Present
High Speed Video August 2010 - January 2013
Gist Communications, Inc. January 2001 - January 2007
Interim Management & Advisory June 1999 - January 2001
UBS May 1996 - June 1999
Spring Capital Group, Inc. 1987 - 1996
Credit Suisse First Boston August 1985 - May 1987
Lehman Brothers 1983 - 1985
Skills
Executive Management, Strategic Partnerships, Digital Strategy, Restructuring, Strategic Communications, Digital Media, Business Analysis, Risk Assessment, Negotiation, Financial Analysis, Debt, Equities, Business Strategy, Marketing Strategy, Operations Management, Business Development, Start-ups, Leadership, Market Research, Product Development, Entrepreneurship, Product Management, Investment Banking, Cross-functional Team..., Corporate Finance, Strategy, Management, Finance, Analysis, Investments
Education
The University of Chicago - Booth School of Business 1972 — 1974
MBA, Finance
Université catholique de Louvain 1973 — 1974
3e Lic., International Economics
College of the Holy Cross 1967 — 1971
AB, History
Newport Board Group February 2014 - Present
Torsted Advisors February 2007 - Present
High Speed Video August 2010 - January 2013
Gist Communications, Inc. January 2001 - January 2007
Interim Management & Advisory June 1999 - January 2001
UBS May 1996 - June 1999
Spring Capital Group, Inc. 1987 - 1996
Credit Suisse First Boston August 1985 - May 1987
Lehman Brothers 1983 - 1985
Skills
Executive Management, Strategic Partnerships, Digital Strategy, Restructuring, Strategic Communications, Digital Media, Business Analysis, Risk Assessment, Negotiation, Financial Analysis, Debt, Equities, Business Strategy, Marketing Strategy, Operations Management, Business Development, Start-ups, Leadership, Market Research, Product Development, Entrepreneurship, Product Management, Investment Banking, Cross-functional Team..., Corporate Finance, Strategy, Management, Finance, Analysis, Investments
Education
The University of Chicago - Booth School of Business 1972 — 1974
MBA, Finance
Université catholique de Louvain 1973 — 1974
3e Lic., International Economics
College of the Holy Cross 1967 — 1971
AB, History
Chris Sloan Chris Sloan's Lehman Brothers Experience August 2002 - February 2008
Job Manager of Finance at QEP Resources
Industry Oil & Energy
Experience
QEP Resources, Inc. April 2014 - Present
QEP Resources October 2012 - March 2014
BMO Capital Markets April 2009 - September 2012
Xcel Energy February 2008 - April 2009
Lehman Brothers August 2002 - February 2008
Cable Audit Associates June 2001 - August 2002
US Air Force 1995 - 1998
Skills
Financial Modeling, Financial Analysis, Capital Markets, Equity Valuation, NPV, Cash Flow Forecasting, Financial Projections, PowerPoint, Excel, Bloomberg, Thomson One, Factset, Oil&Gas, HPDI, EDGAR, Salesforce.com, Executive Reporting, Reporting & Analysis, Mortgage Banking, Residential Mortgages, Due Diligence, Finance, Investor Relations, Energy, Natural Gas, Risk Management, Investments, IPO, Trading, Securitization, Energy Industry, Equity Research, Valuation, Forecasting
Education
University of Colorado Denver 2007 — 2009
MBA, Finance
Colorado State University 1999 — 2001
Bachelor of Science, Finance
QEP Resources, Inc. April 2014 - Present
QEP Resources October 2012 - March 2014
BMO Capital Markets April 2009 - September 2012
Xcel Energy February 2008 - April 2009
Lehman Brothers August 2002 - February 2008
Cable Audit Associates June 2001 - August 2002
US Air Force 1995 - 1998
Skills
Financial Modeling, Financial Analysis, Capital Markets, Equity Valuation, NPV, Cash Flow Forecasting, Financial Projections, PowerPoint, Excel, Bloomberg, Thomson One, Factset, Oil&Gas, HPDI, EDGAR, Salesforce.com, Executive Reporting, Reporting & Analysis, Mortgage Banking, Residential Mortgages, Due Diligence, Finance, Investor Relations, Energy, Natural Gas, Risk Management, Investments, IPO, Trading, Securitization, Energy Industry, Equity Research, Valuation, Forecasting
Education
University of Colorado Denver 2007 — 2009
MBA, Finance
Colorado State University 1999 — 2001
Bachelor of Science, Finance
Kenneth Kates Kenneth Kates's Lehman Brothers Experience February 1987 - April 1999
Job Structured Product Specialist in Institutional Fixed Income
Industry Investment Banking
Experience
PNC September 2011 - Present
Aladdin Capital LLC September 2010 - September 2011
Fusion Advisory Partners April 2008 - May 2009
Wachovia Securities September 1999 - March 2008
Lehman Brothers February 1987 - April 1999
Salomon Brothers 1986 - 1987
Skills
Fixed Income, MBS, ABS, Structured Products, CMBS, CDO, CLO, Hedge Funds, CDS, Capital Markets, Hedging, Securities, Trading, Financial Markets, Equities, Valuation, Series 7, Structured Finance, Alternative Investments, Securitization, Portfolio Management, Bonds, High Yield, Series 63, Bloomberg
Education
College of the Holy Cross
B.A., Mathematics
Columbia University - Columbia Business School
MBA, Finance
PNC September 2011 - Present
Aladdin Capital LLC September 2010 - September 2011
Fusion Advisory Partners April 2008 - May 2009
Wachovia Securities September 1999 - March 2008
Lehman Brothers February 1987 - April 1999
Salomon Brothers 1986 - 1987
Skills
Fixed Income, MBS, ABS, Structured Products, CMBS, CDO, CLO, Hedge Funds, CDS, Capital Markets, Hedging, Securities, Trading, Financial Markets, Equities, Valuation, Series 7, Structured Finance, Alternative Investments, Securitization, Portfolio Management, Bonds, High Yield, Series 63, Bloomberg
Education
College of the Holy Cross
B.A., Mathematics
Columbia University - Columbia Business School
MBA, Finance
Brian Reisbeck Brian Reisbeck's Lehman Brothers Experience December 2004 - August 2006
Job Senior Compliance Officer
Industry Financial Services
Experience
Foothill Securities, Inc. July 2015 - Present
LPL Financial October 2013 - July 2015
Wealthfront Inc. February 2013 - August 2013
Scottrade March 2009 - February 2013
Yahoo! Inc May 2008 - May 2009
Greater Bay Bancorp December 2007 - April 2008
First Capital Mortgage Corp August 2006 - October 2007
Lehman Brothers December 2004 - August 2006
WM Financial Services February 2003 - December 2004
JB Oxford & Company July 2001 - January 2003
Skills
Financial Markets, Stock Management, Financial Analysis, Banking, Portfolio Management, Risk Management, Mutual Funds, Finance, Management, Analysis, Trading, Investments, Valuation, Securities, Options, Financial Services, Series 7, Equities, Series 63, FINRA, Hedge Funds, Asset Management, Strategic Financial..., Training, Loans, Financial Planning
Education
Colorado State University 2009 — 2012
Masters, Business Administration
Foothill Securities, Inc. July 2015 - Present
LPL Financial October 2013 - July 2015
Wealthfront Inc. February 2013 - August 2013
Scottrade March 2009 - February 2013
Yahoo! Inc May 2008 - May 2009
Greater Bay Bancorp December 2007 - April 2008
First Capital Mortgage Corp August 2006 - October 2007
Lehman Brothers December 2004 - August 2006
WM Financial Services February 2003 - December 2004
JB Oxford & Company July 2001 - January 2003
Skills
Financial Markets, Stock Management, Financial Analysis, Banking, Portfolio Management, Risk Management, Mutual Funds, Finance, Management, Analysis, Trading, Investments, Valuation, Securities, Options, Financial Services, Series 7, Equities, Series 63, FINRA, Hedge Funds, Asset Management, Strategic Financial..., Training, Loans, Financial Planning
Education
Colorado State University 2009 — 2012
Masters, Business Administration
Gregory Zoidis Gregory Zoidis's Lehman Brothers Experience 1983 - 1990
Job Managing Member at Homedale Financial, LLC
Industry Financial Services
Experience
Homedale Financial, LLC August 2011 - Present
PRN Capital February 2003 - Present
Cargill Financial Services Corporation 1990 - 1998
Lehman Brothers 1983 - 1990
Peat, Marwick 1980 - 1983
Skills
Financial Modeling, Financial Structuring, Investments
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Accounting
Colgate University 1976 — 1980
BA, English
Homedale Financial, LLC August 2011 - Present
PRN Capital February 2003 - Present
Cargill Financial Services Corporation 1990 - 1998
Lehman Brothers 1983 - 1990
Peat, Marwick 1980 - 1983
Skills
Financial Modeling, Financial Structuring, Investments
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Accounting
Colgate University 1976 — 1980
BA, English
Bobbie Rodriguez's Lehman Brothers Experience November 2006 - January 2008
Job Business Development at Area Wide Logistics
Industry Transportation/Trucking/Railroad
Experience
Area Wide Logistics December 2013 - Present
Load One, LLC May 2013 - December 2013
Towne Air Freight June 2011 - May 2013
Des Plaines Office Equipment September 2010 - May 2011
Lehman Brothers November 2006 - January 2008
HSBC May 1993 - May 2006
Skills
Freight, Ocean, Container, Customs Regulations, Marketing Strategy, Leadership, Recruiting, Management, Project Management, Logistics Management, Customer Satisfaction, Import, Supply Chain Management, Warehousing, Pricing, Marketing, International Logistics, Inventory Management, International Trade, LTL, Trucking, Business Development, Budgets, Shipping, Flatbed, Truckload, Fleet Management, Ocean Freight, Purchasing, Export
Education
University Of Phoenix 2008 — 2010
2010, B.S.
College of DuPage 1993 — 1995
Business
Area Wide Logistics December 2013 - Present
Load One, LLC May 2013 - December 2013
Towne Air Freight June 2011 - May 2013
Des Plaines Office Equipment September 2010 - May 2011
Lehman Brothers November 2006 - January 2008
HSBC May 1993 - May 2006
Skills
Freight, Ocean, Container, Customs Regulations, Marketing Strategy, Leadership, Recruiting, Management, Project Management, Logistics Management, Customer Satisfaction, Import, Supply Chain Management, Warehousing, Pricing, Marketing, International Logistics, Inventory Management, International Trade, LTL, Trucking, Business Development, Budgets, Shipping, Flatbed, Truckload, Fleet Management, Ocean Freight, Purchasing, Export
Education
University Of Phoenix 2008 — 2010
2010, B.S.
College of DuPage 1993 — 1995
Business
Patrick Healey, MBA CFP® Patrick Healey, MBA CFP®'s Lehman Brothers Experience November 1999 - July 2007
Job Founder & President at Caliber Financial Partners
Industry Financial Services
Experience
Caliber Financial Partners November 2013 - Present
Dynasty Advisors March 2010 - November 2013
Staten Wealth Strategies, an office of Met Life September 2008 - March 2010
Lynx Capital Partners, LLC August 2007 - March 2008
Lehman Brothers November 1999 - July 2007
Donaldson, Lufkin & Jenrette October 1996 - November 1999
Skills
Investments, Asset Allocation, Alternative Investments, Financial Advisory, Financial Services, Insurance, Mutual Funds, Estate Planning, Strategic Financial..., Asset Management, Stocks, Business Development, Fixed Income, Certified Financial..., Options Strategies, Retirement Planning, Employee Benefits, Equities, Retirement, Commercial Real Estate, Pensions, Charitable Trusts, College Savings Plans, Planned Giving, Microsoft Office, Qualified Retirement..., Hedge Funds, Endowments, Municipal Bonds, Buy-sell Agreements, Trust Management, Section 79 Plans, Mentoring, Business Networking, Staff Development, Staff Management, Public Speaking, Due Diligence, REIT, BDCs, Corporate Finance, Portfolio Management, Oil & Gas Industry, Real Estate Economics, Financial Planning, Finance, Securities, Management, Series 7, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Management and Entrepreneurial Studies
College of the Holy Cross 1992 — 1996
BA, Economics, German, Accounting
Kaplan University 2009 — 2010
Certificate in Financial Planning, Financial Planning and Services
St. Peter's Prepatory School 1988 — 1992
high school diploma, college prep
St. Andrew's Elementary School 1979 — 1988
Diploma, General Studies
Caliber Financial Partners November 2013 - Present
Dynasty Advisors March 2010 - November 2013
Staten Wealth Strategies, an office of Met Life September 2008 - March 2010
Lynx Capital Partners, LLC August 2007 - March 2008
Lehman Brothers November 1999 - July 2007
Donaldson, Lufkin & Jenrette October 1996 - November 1999
Skills
Investments, Asset Allocation, Alternative Investments, Financial Advisory, Financial Services, Insurance, Mutual Funds, Estate Planning, Strategic Financial..., Asset Management, Stocks, Business Development, Fixed Income, Certified Financial..., Options Strategies, Retirement Planning, Employee Benefits, Equities, Retirement, Commercial Real Estate, Pensions, Charitable Trusts, College Savings Plans, Planned Giving, Microsoft Office, Qualified Retirement..., Hedge Funds, Endowments, Municipal Bonds, Buy-sell Agreements, Trust Management, Section 79 Plans, Mentoring, Business Networking, Staff Development, Staff Management, Public Speaking, Due Diligence, REIT, BDCs, Corporate Finance, Portfolio Management, Oil & Gas Industry, Real Estate Economics, Financial Planning, Finance, Securities, Management, Series 7, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Management and Entrepreneurial Studies
College of the Holy Cross 1992 — 1996
BA, Economics, German, Accounting
Kaplan University 2009 — 2010
Certificate in Financial Planning, Financial Planning and Services
St. Peter's Prepatory School 1988 — 1992
high school diploma, college prep
St. Andrew's Elementary School 1979 — 1988
Diploma, General Studies
Jonathan Malveaux Jonathan Malveaux's Lehman Brothers Experience 2006 - 2007
Job Managing Partner at Manhattan Venture Partners
Industry Venture Capital & Private Equity
Experience
Manhattan Venture Partners 2014 - Present
Hispanic Scholarship Fund 2014 - Present
Ares Group 2009 - Present
Deutsche Bank 2011 - 2014
Credit Suisse April 2007 - June 2008
Lehman Brothers 2006 - 2007
Latham & Watkins 2003 - 2006
Panasonic 1996 - 1999
Skills
Management, Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Strategy, Investment Banking, Capital Markets
Education
Columbia Business School
MBA
Columbia Law School
JD
Harvard University 1992 — 1996
AB
Manhattan Venture Partners 2014 - Present
Hispanic Scholarship Fund 2014 - Present
Ares Group 2009 - Present
Deutsche Bank 2011 - 2014
Credit Suisse April 2007 - June 2008
Lehman Brothers 2006 - 2007
Latham & Watkins 2003 - 2006
Panasonic 1996 - 1999
Skills
Management, Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Strategy, Investment Banking, Capital Markets
Education
Columbia Business School
MBA
Columbia Law School
JD
Harvard University 1992 — 1996
AB
dwight canfield dwight canfield's Lehman Brothers Experience June 1983 - June 1985
Job Executive Director, Incapital LLC
Industry Capital Markets
Experience
Incapital LLC February 2015 - Present
D.A. Davidson Companies December 2013 - February 2015
Pierpont Securities January 2011 - December 2013
Cortview Capital Markets January 2011 - March 2013
Wall Street Access December 2008 - January 2011
Barclays Capital 2002 - 2008
Donaldson, Lufkin & Jenrette 1985 - 2000
Lehman Brothers June 1983 - June 1985
Canadian American Bank August 1979 - June 1982
Northwestern National Bankj June 1977 - August 1979
Skills
Capital Markets, Fixed Income, Equities, Trading, Derivatives, Hedge Funds, Options, Alternative Investments, Bloomberg, Series 7, Securities, Investments
Education
Kellogg School of Management 1982 — 1983
Master of Business Administration (M.B.A.), Finance
Colorado State University 1973 — 1977
Bachelor's degree, BS Business
Incapital LLC February 2015 - Present
D.A. Davidson Companies December 2013 - February 2015
Pierpont Securities January 2011 - December 2013
Cortview Capital Markets January 2011 - March 2013
Wall Street Access December 2008 - January 2011
Barclays Capital 2002 - 2008
Donaldson, Lufkin & Jenrette 1985 - 2000
Lehman Brothers June 1983 - June 1985
Canadian American Bank August 1979 - June 1982
Northwestern National Bankj June 1977 - August 1979
Skills
Capital Markets, Fixed Income, Equities, Trading, Derivatives, Hedge Funds, Options, Alternative Investments, Bloomberg, Series 7, Securities, Investments
Education
Kellogg School of Management 1982 — 1983
Master of Business Administration (M.B.A.), Finance
Colorado State University 1973 — 1977
Bachelor's degree, BS Business
Jenn Young Jenn Young's Lehman Brothers Experience February 2006 - September 2008
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays September 2008 - Present
Lehman Brothers February 2006 - September 2008
Education
Colgate University 2001 — 2005
Bachelor of Arts (BA)
Barclays September 2008 - Present
Lehman Brothers February 2006 - September 2008
Education
Colgate University 2001 — 2005
Bachelor of Arts (BA)
Erica Laudon Erica Laudon's Lehman Brothers Experience 2000 - 2001
Job Practice Development Manager at Kelley Drye & Warren LLP
Industry Financial Services
Experience
Kelley Drye & Warren LLP April 2014 - Present
ModernWeddingMom.com June 2012 - Present
Seyfarth Shaw February 2011 - June 2012
Dechert LLP November 2008 - February 2011
MSCI Barra (formerly owned by Morgan Stanley) June 2006 - November 2008
Standard & Poor's July 2004 - August 2006
Lehman Brothers 2000 - 2001
Eaton Vance April 1999 - October 2000
Skills
Digital Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Start-ups, SEM, Digital Media, Product Marketing, Digital Strategy, SEO, Marketing, Business Development, New Business Development, Web Analytics, Sales, Change Management, Social Media, Marketing Copy, Business Strategy, CRM, Product Management, ROMI, Copywriting, Lead Generation, Google Analytics, Advertising Copy, Venture Capital, Tactical Sales, Budget Development, Change Leadership, Marketing ROI, Website Copy, White Papers, Private Equity, Start-up Ventures, B2B Marketing Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship, Marketing
New York University 2012 — 2012
Certificate in Digital Media Marketing, Social Media, Communications, SEO, Web Analytics
Colgate University 1994 — 1998
B.A., Art History, Philosophy
Hackley School
Kelley Drye & Warren LLP April 2014 - Present
ModernWeddingMom.com June 2012 - Present
Seyfarth Shaw February 2011 - June 2012
Dechert LLP November 2008 - February 2011
MSCI Barra (formerly owned by Morgan Stanley) June 2006 - November 2008
Standard & Poor's July 2004 - August 2006
Lehman Brothers 2000 - 2001
Eaton Vance April 1999 - October 2000
Skills
Digital Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Start-ups, SEM, Digital Media, Product Marketing, Digital Strategy, SEO, Marketing, Business Development, New Business Development, Web Analytics, Sales, Change Management, Social Media, Marketing Copy, Business Strategy, CRM, Product Management, ROMI, Copywriting, Lead Generation, Google Analytics, Advertising Copy, Venture Capital, Tactical Sales, Budget Development, Change Leadership, Marketing ROI, Website Copy, White Papers, Private Equity, Start-up Ventures, B2B Marketing Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship, Marketing
New York University 2012 — 2012
Certificate in Digital Media Marketing, Social Media, Communications, SEO, Web Analytics
Colgate University 1994 — 1998
B.A., Art History, Philosophy
Hackley School
Adam Kawulok Adam Kawulok's Lehman Brothers Experience 2005 - 2008
Job Ritchie Bros Auctioneers
Industry Machinery
Experience
Ritchie Bros. Auctioneers January 2015 - Present
Ritchie Bros Auctioneers August 2008 - Present
Lehman Brothers 2005 - 2008
AFSC- colorado 1999 - 2002
Skills
Sales Management, Sales, Contract Negotiation, New Business Development, Training, Account Management, Team Building, Negotiation, Selling, Credit, Strategic Planning, Loan Origination, Loans, Sales Operations, Business Development, Mortgage Lending, Operations Management, Forecasting, Finance, Risk Management, Business Planning, Cold Calling, Real Estate, Financial Analysis, Insurance, Process Improvement, Executive Management, Mergers & Acquisitions
Education
Mesa State College
Business Management
Ritchie Bros. Auctioneers January 2015 - Present
Ritchie Bros Auctioneers August 2008 - Present
Lehman Brothers 2005 - 2008
AFSC- colorado 1999 - 2002
Skills
Sales Management, Sales, Contract Negotiation, New Business Development, Training, Account Management, Team Building, Negotiation, Selling, Credit, Strategic Planning, Loan Origination, Loans, Sales Operations, Business Development, Mortgage Lending, Operations Management, Forecasting, Finance, Risk Management, Business Planning, Cold Calling, Real Estate, Financial Analysis, Insurance, Process Improvement, Executive Management, Mergers & Acquisitions
Education
Mesa State College
Business Management
Qun Deng Qun Deng's Lehman Brothers Experience June 2002 - February 2005
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch November 2010 - December 2013
Merrill Lynch February 2005 - October 2010
Lehman Brothers June 2002 - February 2005
Goldman Sachs May 2000 - March 2002
Chase Bank May 1998 - April 2000
Global Advanced Techology October 1994 - April 1998
Skills
Credit Derivatives, Bond Pricing, Options, Interest Rate..., VAR, C++, C#, SQL, Bloomberg Terminal, Microsoft Excel, Portfolio Optimization, Core Java, XML Schema, TIBCO Rendezvous, SOAP, Data Synapse, Intex, mortgage and structured..., OAS, Cross Margin Methodology, Total Return, Scenario Analysis, Monte Carlo Simulation, PDE, Linear Programming, Integer Programming, Nonlinear Optimization, Combinatorial..., Stochastic Calculus, Statistics, Numerical Analysis, Python
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Ph.D., Operations Research
Chinese Academy of Sciences
Master of Science (MS), Computational Mathematics
Wuhan University
Bachelor of Science (BS), Computational Mathematics
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch November 2010 - December 2013
Merrill Lynch February 2005 - October 2010
Lehman Brothers June 2002 - February 2005
Goldman Sachs May 2000 - March 2002
Chase Bank May 1998 - April 2000
Global Advanced Techology October 1994 - April 1998
Skills
Credit Derivatives, Bond Pricing, Options, Interest Rate..., VAR, C++, C#, SQL, Bloomberg Terminal, Microsoft Excel, Portfolio Optimization, Core Java, XML Schema, TIBCO Rendezvous, SOAP, Data Synapse, Intex, mortgage and structured..., OAS, Cross Margin Methodology, Total Return, Scenario Analysis, Monte Carlo Simulation, PDE, Linear Programming, Integer Programming, Nonlinear Optimization, Combinatorial..., Stochastic Calculus, Statistics, Numerical Analysis, Python
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Ph.D., Operations Research
Chinese Academy of Sciences
Master of Science (MS), Computational Mathematics
Wuhan University
Bachelor of Science (BS), Computational Mathematics
Sarah (Daly) Heller Sarah (Daly) Heller's Lehman Brothers Experience July 2006 - June 2008
Job Research Analyst at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle August 2010 - November 2012
lululemon athletica November 2009 - August 2010
Lehman Brothers July 2006 - June 2008
Education
College of the Holy Cross 2002 — 2006
BA, Economics; Asian Studies
Jones Lang LaSalle August 2010 - November 2012
lululemon athletica November 2009 - August 2010
Lehman Brothers July 2006 - June 2008
Education
College of the Holy Cross 2002 — 2006
BA, Economics; Asian Studies
Sam G. Baris Sam G. Baris's Lehman Brothers Experience April 2008 - October 2008
Job Associate Attorney at Gibson, Dunn & Crutcher LLP
Industry Law Practice
Experience
Gibson, Dunn & Crutcher LLP October 2012 - Present
InSITE September 2010 - May 2012
Gibson, Dunn & Crutcher LLP May 2011 - August 2011
United States Bankruptcy Court, Southern District of New York June 2010 - August 2010
Barclays Capital October 2008 - July 2009
Lehman Brothers April 2008 - October 2008
Bear Stearns 2006 - 2006
Education
Columbia University School of Law
J.D.
Tufts University
B.S., Quantitative Economics, Mathematics
Gibson, Dunn & Crutcher LLP October 2012 - Present
InSITE September 2010 - May 2012
Gibson, Dunn & Crutcher LLP May 2011 - August 2011
United States Bankruptcy Court, Southern District of New York June 2010 - August 2010
Barclays Capital October 2008 - July 2009
Lehman Brothers April 2008 - October 2008
Bear Stearns 2006 - 2006
Education
Columbia University School of Law
J.D.
Tufts University
B.S., Quantitative Economics, Mathematics
W. Davis Griffin's Lehman Brothers Experience October 1999 - April 2002
Job Director, River Cities Capital Funds
Industry Venture Capital & Private Equity
Experience
River Cities Capital Funds October 2010 - Present
National City Capital Markets January 2005 - May 2009
Lehman Brothers October 1999 - April 2002
Bear Stearns July 1996 - October 1999
Skills
Mergers, Private Equity, Investment Banking, Investments, Equities, Strategy, Healthcare, Business Development, Growth Capital, Healthcare Information..., Venture Capital, Financial Modeling, Valuation, Middle Market, Due Diligence, Corporate Finance, Start-ups, Mergers & Acquisitions, Corporate Development, M&A experience, Funding, Portfolio Management, Entrepreneurship, Capital, Business Valuation, LBO
Education
University of Virginia Darden School of Business 1994 — 1996
MBA
Colgate University 1986 — 1990
BA
Indian Hill High School
Indian Hill High School
River Cities Capital Funds October 2010 - Present
National City Capital Markets January 2005 - May 2009
Lehman Brothers October 1999 - April 2002
Bear Stearns July 1996 - October 1999
Skills
Mergers, Private Equity, Investment Banking, Investments, Equities, Strategy, Healthcare, Business Development, Growth Capital, Healthcare Information..., Venture Capital, Financial Modeling, Valuation, Middle Market, Due Diligence, Corporate Finance, Start-ups, Mergers & Acquisitions, Corporate Development, M&A experience, Funding, Portfolio Management, Entrepreneurship, Capital, Business Valuation, LBO
Education
University of Virginia Darden School of Business 1994 — 1996
MBA
Colgate University 1986 — 1990
BA
Indian Hill High School
Indian Hill High School
Alec Haverstick's Lehman Brothers Experience 1991 - 2000
Job Senior Wealth Advisor: Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust August 2011 - Present
Boxwood Strategic Advisors May 2007 - August 2011
Morgan Stanley Trust Company NA August 2006 - May 2007
Deutsche Bank 2003 - 2006
Lehman Brothers 1991 - 2000
Prudential Securities July 1987 - January 1992
Kidder Peabody June 1985 - July 1987
Simpson Thacher & Bartlett LLP 1983 - 1985
Carter Ledyard & Milburn LLP May 1977 - January 1983
Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Private Equity, Asset Allocation, Equities, Wealth Management..., Investment Strategies, Estate Planning, Investment Management, Venture Capital, Portfolio Management, Securities, Investment Banking, Investment Advisory, Fixed Income, Client Advisory, Client Acquisition, Family Wealth, Family Owned Companies, Privately Held Companies, Clients in the Public..., Asset Management, Capital Markets, Investment Advisory..., Restructuring, Valuation, Emerging Markets, Private Companies, Finance, Equity Research, Financial Structuring, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Family Office, Financial Advisory, High Net Worth..., Investor Relations, Private Placements, FINRA, ETFs, Entrepreneurship, Fund Of Funds, Mutual Funds, Wealth, Trusts, Series 7, Financial Services
Education
Columbia Law School 1974 — 1977
JD, Private Client Law
Yale University 1970 — 1974
AB, American Studies
St. Paul's School 1965 — 1970
The Buckley School in New York City 1958 — 1965
Bessemer Trust August 2011 - Present
Boxwood Strategic Advisors May 2007 - August 2011
Morgan Stanley Trust Company NA August 2006 - May 2007
Deutsche Bank 2003 - 2006
Lehman Brothers 1991 - 2000
Prudential Securities July 1987 - January 1992
Kidder Peabody June 1985 - July 1987
Simpson Thacher & Bartlett LLP 1983 - 1985
Carter Ledyard & Milburn LLP May 1977 - January 1983
Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Private Equity, Asset Allocation, Equities, Wealth Management..., Investment Strategies, Estate Planning, Investment Management, Venture Capital, Portfolio Management, Securities, Investment Banking, Investment Advisory, Fixed Income, Client Advisory, Client Acquisition, Family Wealth, Family Owned Companies, Privately Held Companies, Clients in the Public..., Asset Management, Capital Markets, Investment Advisory..., Restructuring, Valuation, Emerging Markets, Private Companies, Finance, Equity Research, Financial Structuring, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Family Office, Financial Advisory, High Net Worth..., Investor Relations, Private Placements, FINRA, ETFs, Entrepreneurship, Fund Of Funds, Mutual Funds, Wealth, Trusts, Series 7, Financial Services
Education
Columbia Law School 1974 — 1977
JD, Private Client Law
Yale University 1970 — 1974
AB, American Studies
St. Paul's School 1965 — 1970
The Buckley School in New York City 1958 — 1965
Josh Kocman Josh Kocman's Lehman Brothers Experience 2004 - 2008
Job Principal Regional Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2013 - Present
Barclays Capital September 2008 - January 2013
Lehman Brothers 2004 - 2008
Quiznos 2003 - February 2004
Colorado State University 2001 - 2002
Skills
Remote Access, Active Directory, Blackberry, Disaster Recovery, Deployment, Windows, Good for Enterprise, Scripting, Visual Basic, Powershell, Citrix, Microsoft Office, HP Openview, Project Planning, Project Implementation, Team Leadership, Technical Leadership, Technical Analysis, TCP/IP, VPN, Wireless Networking, Mobile Applications, Mobile Devices, VMware
Education
Colorado State University 1998 — 2002
Bachelor of Science, Business Administration>Computer Information Systems
Fidelity Investments January 2013 - Present
Barclays Capital September 2008 - January 2013
Lehman Brothers 2004 - 2008
Quiznos 2003 - February 2004
Colorado State University 2001 - 2002
Skills
Remote Access, Active Directory, Blackberry, Disaster Recovery, Deployment, Windows, Good for Enterprise, Scripting, Visual Basic, Powershell, Citrix, Microsoft Office, HP Openview, Project Planning, Project Implementation, Team Leadership, Technical Leadership, Technical Analysis, TCP/IP, VPN, Wireless Networking, Mobile Applications, Mobile Devices, VMware
Education
Colorado State University 1998 — 2002
Bachelor of Science, Business Administration>Computer Information Systems
William Chau William Chau's Lehman Brothers Experience February 2007 - June 2008
Job President/Instructor at Computing Wisdom
Industry Education Management
Experience
Computing Wisdom April 2015 - Present
Bank of America Merrill Lynch October 2012 - April 2014
Department of Buildings February 2009 - December 2011
Self June 2008 - February 2009
Lehman Brothers February 2007 - June 2008
Bank of America Securities March 2005 - February 2007
Deutsche Bank August 2003 - March 2005
J.P. Morgan November 2001 - November 2002
Primary Knowledge, Inc. May 2000 - June 2001
AT&T Laboratories July 1995 - May 2000
Skills
SQL, Eclipse, Perl, Python, Java, Matlab, Spring, HTML, CSS, JavaScript, Unix, Agile & Waterfall..., Software Architecture, Design Patterns, UML, iBatis, JUnit, J2EE, Ant, AJAX, XML, XSL, CVS, Subversion, Apache, Tomcat, Weblogic, Database Modeling, Oracle, Sybase, SQL Server, Netezza, Linux, Windows, Mac OS X, Operations Research, Deterministic Modeling, Stochastic Modeling, Monte Carlo Simulation, Financial Engineering, Production Managment, Machine Learning, Mathematics Education, Gifted Education, Test Preparation
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2014
Master's Degree, Operations Research
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Certificate of Professional Achievement, Operations Research
New York University
Master's Degree, Mathematics
Stevens Institute of Technology 1993 — 1995
Master's Degree, Computer Science
State University of New York at Buffalo
Bachelor's Degree, Computer Science
State University of New York at Buffalo
Bachelor's Degree, Mathematics
State University of New York at Buffalo
Bachelor's Degree, Electrical Engineering
edX
Coursera
Udacity
Computing Wisdom April 2015 - Present
Bank of America Merrill Lynch October 2012 - April 2014
Department of Buildings February 2009 - December 2011
Self June 2008 - February 2009
Lehman Brothers February 2007 - June 2008
Bank of America Securities March 2005 - February 2007
Deutsche Bank August 2003 - March 2005
J.P. Morgan November 2001 - November 2002
Primary Knowledge, Inc. May 2000 - June 2001
AT&T Laboratories July 1995 - May 2000
Skills
SQL, Eclipse, Perl, Python, Java, Matlab, Spring, HTML, CSS, JavaScript, Unix, Agile & Waterfall..., Software Architecture, Design Patterns, UML, iBatis, JUnit, J2EE, Ant, AJAX, XML, XSL, CVS, Subversion, Apache, Tomcat, Weblogic, Database Modeling, Oracle, Sybase, SQL Server, Netezza, Linux, Windows, Mac OS X, Operations Research, Deterministic Modeling, Stochastic Modeling, Monte Carlo Simulation, Financial Engineering, Production Managment, Machine Learning, Mathematics Education, Gifted Education, Test Preparation
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2014
Master's Degree, Operations Research
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Certificate of Professional Achievement, Operations Research
New York University
Master's Degree, Mathematics
Stevens Institute of Technology 1993 — 1995
Master's Degree, Computer Science
State University of New York at Buffalo
Bachelor's Degree, Computer Science
State University of New York at Buffalo
Bachelor's Degree, Mathematics
State University of New York at Buffalo
Bachelor's Degree, Electrical Engineering
edX
Coursera
Udacity
Christopher Quick Christopher Quick's Lehman Brothers Experience October 2006 - September 2008
Job Vice President at Barclays
Industry Investment Management
Experience
Barclays September 2008 - Present
Lehman Brothers October 2006 - September 2008
Education
Colgate University 2002 — 2006
Delbarton School
Barclays September 2008 - Present
Lehman Brothers October 2006 - September 2008
Education
Colgate University 2002 — 2006
Delbarton School
Erin McGrady Erin McGrady's Lehman Brothers Experience April 2006 - September 2008
Job OTC Clearing Cash Management at Barclays Captial
Industry Investment Banking
Experience
Barclays June 2013 - Present
Barclays Capital May 2011 - June 2013
Barclays Capital September 2008 - May 2011
Lehman Brothers April 2006 - September 2008
Great Scott Financial March 2005 - April 2006
North Fork Bank (formerly Trust Company Bank) May 2001 - February 2005
Skills
Bloomberg, Middle Office, Fixed Income, Derivatives, Securities, Financial Services, Mutual Funds, Finance, Hedge Funds, Investment Management, Rates, Credit, CDS, Capital Markets, Swaps, Trading, Settlement, Financial Risk, Investment Banking, Credit Derivatives, Financial Markets, FINRA, Interest Rate Swaps, Back Office, Equities, Options, Investments, Bonds, FX Options, Trading Systems
Education
College of Saint Elizabeth
BS, Business Management
Barclays June 2013 - Present
Barclays Capital May 2011 - June 2013
Barclays Capital September 2008 - May 2011
Lehman Brothers April 2006 - September 2008
Great Scott Financial March 2005 - April 2006
North Fork Bank (formerly Trust Company Bank) May 2001 - February 2005
Skills
Bloomberg, Middle Office, Fixed Income, Derivatives, Securities, Financial Services, Mutual Funds, Finance, Hedge Funds, Investment Management, Rates, Credit, CDS, Capital Markets, Swaps, Trading, Settlement, Financial Risk, Investment Banking, Credit Derivatives, Financial Markets, FINRA, Interest Rate Swaps, Back Office, Equities, Options, Investments, Bonds, FX Options, Trading Systems
Education
College of Saint Elizabeth
BS, Business Management
Alexander Mirante Alexander Mirante's Lehman Brothers Experience May 1998 - May 2003
Job Equities Global CTO at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2015 - Present
Citadel Investment Group July 2009 - September 2013
Citigroup January 2008 - July 2009
ICAP November 2004 - January 2008
Trading Force, Inc. May 2003 - November 2004
Lehman Brothers May 1998 - May 2003
Deutsche Bank May 1996 - May 1998
Salomon, Inc. September 1991 - May 1996
Skills
Information Technology, Project Management, Software Engineering, IT Strategy, System Architecture, Enterprise Architecture, Automated Trading, Electronic Trading, Derivatives, Market Data, Trading Systems, Options, Trading, Equities, Fixed Income, Swaps, Equity Derivatives, Capital Markets, Bonds, Equity Trading, Exchange Connectivity, Low Latency, Relational Databases, Financial Services, Leadership, Investment Banking, Quality Assurance, FIX, Dark Pools, CEP, PaaS, SaaS, SDLC, Business Analysis, Vendor Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1984 — 1988
B.S.C.S, Computer Science
Fairleigh Dickinson University 1988 — 1990
M.S.C.S, Computer Science
Cantor Fitzgerald June 2015 - Present
Citadel Investment Group July 2009 - September 2013
Citigroup January 2008 - July 2009
ICAP November 2004 - January 2008
Trading Force, Inc. May 2003 - November 2004
Lehman Brothers May 1998 - May 2003
Deutsche Bank May 1996 - May 1998
Salomon, Inc. September 1991 - May 1996
Skills
Information Technology, Project Management, Software Engineering, IT Strategy, System Architecture, Enterprise Architecture, Automated Trading, Electronic Trading, Derivatives, Market Data, Trading Systems, Options, Trading, Equities, Fixed Income, Swaps, Equity Derivatives, Capital Markets, Bonds, Equity Trading, Exchange Connectivity, Low Latency, Relational Databases, Financial Services, Leadership, Investment Banking, Quality Assurance, FIX, Dark Pools, CEP, PaaS, SaaS, SDLC, Business Analysis, Vendor Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1984 — 1988
B.S.C.S, Computer Science
Fairleigh Dickinson University 1988 — 1990
M.S.C.S, Computer Science
Craig Peters Craig Peters's Lehman Brothers Experience July 1994 - July 1997
Job Cofounder at PLANT PV
Industry Renewables & Environment
Experience
PLANT PV January 2010 - Present
Stanford University May 2006 - June 2011
Solon Mack Capital 2008 - 2011
Stockback July 1999 - December 2004
Lehman Brothers July 1994 - July 1997
Skills
Materials Science, Photovoltaics, Semiconductors, Nanotechnology, Renewable Energy, Thin Films, Characterization, R&D, Solar Cells, Physics, Rapid Prototyping, Entrepreneurship, Matlab, Start-ups, Venture Capital, Angel Investing
Education
Stanford University 2006 — 2011
PhD, Materials Science & Engineering
UC Berkeley 2005 — 2006
Non-Matriculating, Physics
Colgate University 1987 — 1991
Bachelor's degree, English Literature
PLANT PV January 2010 - Present
Stanford University May 2006 - June 2011
Solon Mack Capital 2008 - 2011
Stockback July 1999 - December 2004
Lehman Brothers July 1994 - July 1997
Skills
Materials Science, Photovoltaics, Semiconductors, Nanotechnology, Renewable Energy, Thin Films, Characterization, R&D, Solar Cells, Physics, Rapid Prototyping, Entrepreneurship, Matlab, Start-ups, Venture Capital, Angel Investing
Education
Stanford University 2006 — 2011
PhD, Materials Science & Engineering
UC Berkeley 2005 — 2006
Non-Matriculating, Physics
Colgate University 1987 — 1991
Bachelor's degree, English Literature
Benjamin Rapaport Benjamin Rapaport's Lehman Brothers Experience 2007 - 2007
Job Software Engineer at Google
Industry Computer Software
Experience
Google August 2013 - Present
Google May 2012 - August 2012
Barclays Capital via Lehman Brothers July 2008 - April 2011
Lehman Brothers 2007 - 2007
Endurance 2006 - 2006
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2013
MS, Computer Science
Washington University in St. Louis 2003 — 2007
BA, Economics, Business
New York University
Computer Science
Google August 2013 - Present
Google May 2012 - August 2012
Barclays Capital via Lehman Brothers July 2008 - April 2011
Lehman Brothers 2007 - 2007
Endurance 2006 - 2006
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2013
MS, Computer Science
Washington University in St. Louis 2003 — 2007
BA, Economics, Business
New York University
Computer Science
Sumeet Thadani's Lehman Brothers Experience August 2004 - February 2006
Job Founder at Presto
Industry Computer Software
Experience
Presto August 2014 - Present
Samsung Accelerator March 2014 - August 2014
Patch.com November 2012 - January 2014
PointsZap Inc February 2012 - November 2012
SAC Capital January 2010 - February 2012
JPMorgan Chase April 2009 - November 2009
WorldQuant LLC December 2006 - February 2009
Amaranth March 2006 - September 2006
Lehman Brothers August 2004 - February 2006
Lime Wire LLC February 2001 - August 2004
Skills
Java, Software Engineering, SQL, Perl, Android, Unix, Trading Systems, C++, MySQL, Android Development, Objective-C, Technical Leadership, Quantitative Finance, Statistical Arbitrage, Quantitative Investing, iOS development, Wearables
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1999 — 2001
MS, Computer Science
R. V. College of Engineering, Bangalore 1991 — 1995
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Presto August 2014 - Present
Samsung Accelerator March 2014 - August 2014
Patch.com November 2012 - January 2014
PointsZap Inc February 2012 - November 2012
SAC Capital January 2010 - February 2012
JPMorgan Chase April 2009 - November 2009
WorldQuant LLC December 2006 - February 2009
Amaranth March 2006 - September 2006
Lehman Brothers August 2004 - February 2006
Lime Wire LLC February 2001 - August 2004
Skills
Java, Software Engineering, SQL, Perl, Android, Unix, Trading Systems, C++, MySQL, Android Development, Objective-C, Technical Leadership, Quantitative Finance, Statistical Arbitrage, Quantitative Investing, iOS development, Wearables
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1999 — 2001
MS, Computer Science
R. V. College of Engineering, Bangalore 1991 — 1995
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Vitaly Brandt's Lehman Brothers Experience July 1998 - September 2008
Job Head of Database Development Barclay's POINT
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 1998 - September 2008
AT&T January 1992 - July 1998
Skills
Databases, Sybase, Fixed Income, Market Data, Equities, Unix, Perl, SDLC, SQL, Data Warehousing, Microsoft SQL Server, Autosys, Unix Shell Scripting, Structured Products, Trading Systems, Credit Derivatives, Derivatives, Electronic Trading, ITIL, ETL, Agile Methodologies, Software Development, XML, JIRA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1996 — 1998
Master's degree, Computer Science
Penn State University 1990 — 1992
Bachelor of Arts (BA), Mathematics and Computer Science
Barclays Capital September 2008 - Present
Lehman Brothers July 1998 - September 2008
AT&T January 1992 - July 1998
Skills
Databases, Sybase, Fixed Income, Market Data, Equities, Unix, Perl, SDLC, SQL, Data Warehousing, Microsoft SQL Server, Autosys, Unix Shell Scripting, Structured Products, Trading Systems, Credit Derivatives, Derivatives, Electronic Trading, ITIL, ETL, Agile Methodologies, Software Development, XML, JIRA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1996 — 1998
Master's degree, Computer Science
Penn State University 1990 — 1992
Bachelor of Arts (BA), Mathematics and Computer Science
Lee Copeland's Lehman Brothers Experience July 2007 - Present
Job Equity derivatives
Industry Capital Markets
Experience
Lehman Brothers July 2007 - Present
Lehman Brothers June 2006 - August 2006
Citigroup Asset Managment February 2002 - August 2005
Education
UNC Kenan-Flagler Business School
MBA
Colgate University 1997 — 2001
Bachelor of Arts, Economics
Lehman Brothers July 2007 - Present
Lehman Brothers June 2006 - August 2006
Citigroup Asset Managment February 2002 - August 2005
Education
UNC Kenan-Flagler Business School
MBA
Colgate University 1997 — 2001
Bachelor of Arts, Economics
Scott Hinds's Lehman Brothers Experience 2000 - 2001
Job Healthcare analyst at SSR Health
Industry Research
Experience
SSR Health October 2009 - Present
SSR LLC October 2009 - Present
AVOS Life Sciences June 2004 - October 2009
Lehman Brothers 2000 - 2001
Skills
Strategic Planning, Market Research, Research, Financial Modeling, Financial Analysis, Due Diligence, Analysis, Competitive Analysis, Venture Capital, Pharmaceutical Industry, Cross-functional Team..., Project Management, Public Health, Microsoft Excel, Business Analysis, Business Strategy, Data Mining, Portfolio Management, Government, New Business Development, Analytics, Market Analysis
Education
University of North Carolina at Chapel Hill 2001 — 2004
MS, Economics
College of the Holy Cross 1996 — 2000
BA, Economics
SSR Health October 2009 - Present
SSR LLC October 2009 - Present
AVOS Life Sciences June 2004 - October 2009
Lehman Brothers 2000 - 2001
Skills
Strategic Planning, Market Research, Research, Financial Modeling, Financial Analysis, Due Diligence, Analysis, Competitive Analysis, Venture Capital, Pharmaceutical Industry, Cross-functional Team..., Project Management, Public Health, Microsoft Excel, Business Analysis, Business Strategy, Data Mining, Portfolio Management, Government, New Business Development, Analytics, Market Analysis
Education
University of North Carolina at Chapel Hill 2001 — 2004
MS, Economics
College of the Holy Cross 1996 — 2000
BA, Economics
Megan Beecher's Lehman Brothers Experience 1997 - 2000
Job Supervisory Analyst / Vice President in Equity Research at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2000 - Present
Lehman Brothers 1997 - 2000
Edgell Communications 1996 - 1997
Morgan Stanley 1986 - 1989
The Free Press/Macmillan 1982 - 1986
AMACOM/American Management Association 1980 - 1982
Skills
Equity Research, Series 16, Series 7, FINRA, Financial Services, Equity Valuation, Equities, Financial Markets, Fixed Income Analysis, Venture Capital, Competitive Analysis, FX Options, Emerging Markets, Derivatives, Equity Trading, Trading Systems, Private Equity, Strategy, Trading, Mutual Funds, Banking, Analysis, Commodity, Alternative Investments, Thought Leadership, Corporate Finance, Finance, Due Diligence, Credit Analysis, Fundamental Analysis, Options, Investment Strategies, Corporate Development, Institutional..., Equity Capital Markets, Financial Regulation, Mergers & Acquisitions, Electronic Trading, Business, Bonds
Education
Colgate University 1976 — 1978
BA, History
Mount Holyoke College 1974 — 1976
History
New Trier High School 1970 — 1974
Morgan Stanley September 2000 - Present
Lehman Brothers 1997 - 2000
Edgell Communications 1996 - 1997
Morgan Stanley 1986 - 1989
The Free Press/Macmillan 1982 - 1986
AMACOM/American Management Association 1980 - 1982
Skills
Equity Research, Series 16, Series 7, FINRA, Financial Services, Equity Valuation, Equities, Financial Markets, Fixed Income Analysis, Venture Capital, Competitive Analysis, FX Options, Emerging Markets, Derivatives, Equity Trading, Trading Systems, Private Equity, Strategy, Trading, Mutual Funds, Banking, Analysis, Commodity, Alternative Investments, Thought Leadership, Corporate Finance, Finance, Due Diligence, Credit Analysis, Fundamental Analysis, Options, Investment Strategies, Corporate Development, Institutional..., Equity Capital Markets, Financial Regulation, Mergers & Acquisitions, Electronic Trading, Business, Bonds
Education
Colgate University 1976 — 1978
BA, History
Mount Holyoke College 1974 — 1976
History
New Trier High School 1970 — 1974
Soumitra Sharma's Lehman Brothers Experience July 2005 - September 2008
Job Director, Convertible Securities Trading at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Lehman Brothers July 2005 - September 2008
IBM Consulting 2002 - 2003
PricewaterhouseCoopers 2000 - 2002
Education
Indian Institute of Management, Ahmedabad 2003 — 2005
Post Graduate Diploma in Management
University of Virginia 1997 — 2000
MS, Materials Science
College of Engineering Pune 1993 — 1997
BE, Metallurgy
Barclays Capital October 2008 - Present
Lehman Brothers July 2005 - September 2008
IBM Consulting 2002 - 2003
PricewaterhouseCoopers 2000 - 2002
Education
Indian Institute of Management, Ahmedabad 2003 — 2005
Post Graduate Diploma in Management
University of Virginia 1997 — 2000
MS, Materials Science
College of Engineering Pune 1993 — 1997
BE, Metallurgy
Jennifer (Lowery) Van Solkema's Lehman Brothers Experience 2006 - 2008
Job Program Director
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
Barclays Capital 2008 - 2012
Lehman Brothers 2006 - 2008
Deutsche Bank 2002 - 2006
Zurich Scudder Investments 2001 - 2002
Goldman Sachs 1997 - 2001
Skills
Integration, Equities, Fixed Income, Trading Systems, Project Management, Derivatives, Portfolio Management, Capital Markets, Bloomberg, Investment Banking, Securities, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Bonds, Asset Management, PMO, Risk Management, Financial Services, Leadership, Strategy, SDLC, Wealth Management, Change Management
Education
Colgate University 1993 — 1997
BA, International Relations
Academy of St. Elizabeth
JPMorgan Chase December 2013 - Present
Barclays Capital 2008 - 2012
Lehman Brothers 2006 - 2008
Deutsche Bank 2002 - 2006
Zurich Scudder Investments 2001 - 2002
Goldman Sachs 1997 - 2001
Skills
Integration, Equities, Fixed Income, Trading Systems, Project Management, Derivatives, Portfolio Management, Capital Markets, Bloomberg, Investment Banking, Securities, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Bonds, Asset Management, PMO, Risk Management, Financial Services, Leadership, Strategy, SDLC, Wealth Management, Change Management
Education
Colgate University 1993 — 1997
BA, International Relations
Academy of St. Elizabeth
Marshall LaRusso's Lehman Brothers Experience May 1997 - March 2005
Job Manager, Recruitment at Genpact Pharmalink
Industry Pharmaceuticals
Experience
Genpact Pharmalink October 2014 - Present
Verizon Wireless June 2014 - October 2014
Concepts In Staffing November 2013 - June 2014
The Mergis Group August 2013 - November 2013
AG Harding & Company November 2008 - August 2013
Salem Executive Search March 2006 - November 2008
Lehman Brothers May 1997 - March 2005
Skills
Executive Search, Career Counseling, Consulting, Employee Relations, New Business Development, Business Development, Strategic Planning, Team Building, Leadership Development, Strategic Sourcing, Contract Negotiation, Sales Management, Business Strategy, Marketing, Strategy, Team Leadership, B2B, Technical Recruiting, Talent Acquisition, Contract Recruitment, Temporary Placement, Sourcing, Recruiting, Human Resources, Temporary Staffing, Resume Writing
Education
Colorado State University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Randolph High School 1984 — 1988
Genpact Pharmalink October 2014 - Present
Verizon Wireless June 2014 - October 2014
Concepts In Staffing November 2013 - June 2014
The Mergis Group August 2013 - November 2013
AG Harding & Company November 2008 - August 2013
Salem Executive Search March 2006 - November 2008
Lehman Brothers May 1997 - March 2005
Skills
Executive Search, Career Counseling, Consulting, Employee Relations, New Business Development, Business Development, Strategic Planning, Team Building, Leadership Development, Strategic Sourcing, Contract Negotiation, Sales Management, Business Strategy, Marketing, Strategy, Team Leadership, B2B, Technical Recruiting, Talent Acquisition, Contract Recruitment, Temporary Placement, Sourcing, Recruiting, Human Resources, Temporary Staffing, Resume Writing
Education
Colorado State University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Randolph High School 1984 — 1988
John Vedra's Lehman Brothers Experience September 2005 - April 2008
Job Risk Management at Antero Resources
Industry Oil & Energy
Experience
Antero Resources January 2015 - Present
BP July 2013 - January 2015
Xcel Energy March 2012 - July 2013
Xcel Energy December 2010 - March 2012
Xcel Energy April 2008 - December 2010
Lehman Brothers September 2005 - April 2008
Skills
Risk Management, Hedging, Financial Statement..., Derivatives, Credit Risk, Dodd-Frank, Financial Modeling, System Implementations, ISDA negotiations, Financial Risk, Analysis, Credit, Energy
Education
University of Colorado Denver 2005 — 2007
MBA, Business
Colorado State University 2000 — 2003
BS, Business Finance
Antero Resources January 2015 - Present
BP July 2013 - January 2015
Xcel Energy March 2012 - July 2013
Xcel Energy December 2010 - March 2012
Xcel Energy April 2008 - December 2010
Lehman Brothers September 2005 - April 2008
Skills
Risk Management, Hedging, Financial Statement..., Derivatives, Credit Risk, Dodd-Frank, Financial Modeling, System Implementations, ISDA negotiations, Financial Risk, Analysis, Credit, Energy
Education
University of Colorado Denver 2005 — 2007
MBA, Business
Colorado State University 2000 — 2003
BS, Business Finance
Narendra Shaha's Lehman Brothers Experience November 2006 - September 2008
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers November 2006 - September 2008
Merrill Lynch July 2004 - November 2006
NYMEX July 2003 - February 2004
Sorceron 2001 - 2002
Skills
Trading Systems, Equity Derivatives, Derivatives, Equities, Investment Banking, Low Latency, Options, Structured Products, Market Risk, Equity Trading, Trading
Education
Rutgers University-New Brunswick 1999 — 2000
IIT Kharagpur 1991 — 1993
M. Tech, Electrical Engineering
College of Engineering Pune 1987 — 1991
Bachelor of Engg, Instrumentation
Deutsche Bank November 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers November 2006 - September 2008
Merrill Lynch July 2004 - November 2006
NYMEX July 2003 - February 2004
Sorceron 2001 - 2002
Skills
Trading Systems, Equity Derivatives, Derivatives, Equities, Investment Banking, Low Latency, Options, Structured Products, Market Risk, Equity Trading, Trading
Education
Rutgers University-New Brunswick 1999 — 2000
IIT Kharagpur 1991 — 1993
M. Tech, Electrical Engineering
College of Engineering Pune 1987 — 1991
Bachelor of Engg, Instrumentation
Philip Druck's Lehman Brothers Experience 1900 - 1930
Job Software Development Contractor at Bloomberg LP
Industry Computer Software
Experience
Bloomberg LP June 2014 - Present
New York Inc. 1900 - Present
PIMCO June 2012 - May 2014
Thomson Reuters May 2009 - June 2012
Goldman Sachs June 2003 - April 2005
Credit Suisse November 1997 - June 2002
Nomura Research Institute 1900 - 1940
Citi January 1920 - January 1930
Morgan Stanley 1920 - 1930
Lehman Brothers 1900 - 1930
Skills
Software Engineering, Java, Mobile Devices, Distributed Systems, C, Databases, C++, Python, Hadoop, Software Development, Architectures, Architecture, Quantitative Finance, Agile Methodologies, Scalability, Data Mining, JavaScript
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Stuyvesant High School
Bloomberg LP June 2014 - Present
New York Inc. 1900 - Present
PIMCO June 2012 - May 2014
Thomson Reuters May 2009 - June 2012
Goldman Sachs June 2003 - April 2005
Credit Suisse November 1997 - June 2002
Nomura Research Institute 1900 - 1940
Citi January 1920 - January 1930
Morgan Stanley 1920 - 1930
Lehman Brothers 1900 - 1930
Skills
Software Engineering, Java, Mobile Devices, Distributed Systems, C, Databases, C++, Python, Hadoop, Software Development, Architectures, Architecture, Quantitative Finance, Agile Methodologies, Scalability, Data Mining, JavaScript
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Stuyvesant High School
Satoru Ogawa's Lehman Brothers Experience 2002 - 2007
Job Corporate Finance Planning & Analysis Professional
Industry Information Services
Experience
Corsearch Wolters Kluwer Corporate Legal Services October 2014 - Present
Wolters Kluwer March 2014 - September 2014
IBM July 2009 - March 2014
American Express June 2008 - August 2008
Lehman Brothers 2002 - 2007
Zurich Scudder Investments September 1999 - November 2000
Skills
Corporate Finance, Loans, Financial Modeling, Bloomberg, Capital Markets, Financial Reporting, Strategic Financial..., Pricing Strategy, Pricing Analysis, Finance, Forecasting, Strategy, Financial Analysis, Analysis, Equities, Portfolio Management, Mergers & Acquisitions, Management, Competitive Analysis, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
M.B.A., Corporate Finance
Colgate University 1995 — 2000
B.A., Economics
Corsearch Wolters Kluwer Corporate Legal Services October 2014 - Present
Wolters Kluwer March 2014 - September 2014
IBM July 2009 - March 2014
American Express June 2008 - August 2008
Lehman Brothers 2002 - 2007
Zurich Scudder Investments September 1999 - November 2000
Skills
Corporate Finance, Loans, Financial Modeling, Bloomberg, Capital Markets, Financial Reporting, Strategic Financial..., Pricing Strategy, Pricing Analysis, Finance, Forecasting, Strategy, Financial Analysis, Analysis, Equities, Portfolio Management, Mergers & Acquisitions, Management, Competitive Analysis, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
M.B.A., Corporate Finance
Colgate University 1995 — 2000
B.A., Economics
Zachary Trumpp's Lehman Brothers Experience February 2009 - May 2010
Job Senior Vice President, Claims Management at Lehman Brothers Holdings Inc.
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. January 2013 - Present
The Glenarm Group Inc. November 2010 - Present
LAMCO LLC May 2010 - December 2012
Lehman Brothers February 2009 - May 2010
Aurora Loan Services April 2008 - February 2009
Aurora Loan Services April 2005 - April 2008
Aurora Loan Services April 2004 - April 2005
Aurora Loan Services December 2002 - April 2004
Aquila May 2001 - December 2002
Aurora Loan Services August 2000 - May 2001
Skills
Loans, Mortgage, Credit Risk, Securities, Risk Mitigation, Process Improvement, Risk Management, Banking, Finance, Mortgage Lending, Management, Financial Analysis, Mortgage Servicing, Mortgage Banking, Loan Servicing, Credit, Securitization, Structured Finance, Capital Markets
Education
University of Colorado Denver 1999 — 2001
M.S., Finance
Colorado State University 1996 — 1998
B.S., Business Administration
Kansas State University 1994 — 1996
Lehman Brothers Holdings Inc. January 2013 - Present
The Glenarm Group Inc. November 2010 - Present
LAMCO LLC May 2010 - December 2012
Lehman Brothers February 2009 - May 2010
Aurora Loan Services April 2008 - February 2009
Aurora Loan Services April 2005 - April 2008
Aurora Loan Services April 2004 - April 2005
Aurora Loan Services December 2002 - April 2004
Aquila May 2001 - December 2002
Aurora Loan Services August 2000 - May 2001
Skills
Loans, Mortgage, Credit Risk, Securities, Risk Mitigation, Process Improvement, Risk Management, Banking, Finance, Mortgage Lending, Management, Financial Analysis, Mortgage Servicing, Mortgage Banking, Loan Servicing, Credit, Securitization, Structured Finance, Capital Markets
Education
University of Colorado Denver 1999 — 2001
M.S., Finance
Colorado State University 1996 — 1998
B.S., Business Administration
Kansas State University 1994 — 1996
Karen Kingsbury's Lehman Brothers Experience 1986 - 1994
Job Financial Services, Market Research and Business Development
Industry Financial Services
Experience
Chatham Partners 2001 - Present
Bear Stearns 1994 - 1997
Lehman Brothers 1986 - 1994
Skills
Market Research, Competitive Analysis, Segmentation, Project Management, Statistics, SPSS, Start-ups, Marketing Research, Competitive Intelligence, Quantitative Research, Business Strategy, Strategy, Analytics, Qualitative Research, Strategic Planning, Customer Insight, Management Consulting, Marketing Strategy, Program Management, Leadership, Research, Public Speaking
Education
Harvard University, John F. Kennedy School of Government 1997 — 1998
MPA, Strategic Management
Willamette University MBA 1984 — 1986
MBA, Organizational Behavior
Colgate University 1978 — 1982
BA, Psychology, Religion
Chatham Partners 2001 - Present
Bear Stearns 1994 - 1997
Lehman Brothers 1986 - 1994
Skills
Market Research, Competitive Analysis, Segmentation, Project Management, Statistics, SPSS, Start-ups, Marketing Research, Competitive Intelligence, Quantitative Research, Business Strategy, Strategy, Analytics, Qualitative Research, Strategic Planning, Customer Insight, Management Consulting, Marketing Strategy, Program Management, Leadership, Research, Public Speaking
Education
Harvard University, John F. Kennedy School of Government 1997 — 1998
MPA, Strategic Management
Willamette University MBA 1984 — 1986
MBA, Organizational Behavior
Colgate University 1978 — 1982
BA, Psychology, Religion
Oliver Budde's Lehman Brothers Experience December 1997 - February 2006
Job Attorney at Own Firm
Industry Law Practice
Experience
Own Firm November 2013 - Present
Lehman Brothers December 1997 - February 2006
Skadden Arps 1991 - 1997
Skills
Capital Markets, Hedge Funds, Private Equity, Securities, Investment Banking, Equities, Structured Finance, Derivatives, Fixed Income, Alternative Investments, Structured Products, Venture Capital, Mergers & Acquisitions, Due Diligence, Financial Structuring, Corporate Finance, Valuation, IPO, Investments, Financial Modeling, Asset Management, Options
Education
The University of Connecticut School of Law 1988 — 1991
JD
Columbia College (NY) 1978 — 1983
BA, Economics
Own Firm November 2013 - Present
Lehman Brothers December 1997 - February 2006
Skadden Arps 1991 - 1997
Skills
Capital Markets, Hedge Funds, Private Equity, Securities, Investment Banking, Equities, Structured Finance, Derivatives, Fixed Income, Alternative Investments, Structured Products, Venture Capital, Mergers & Acquisitions, Due Diligence, Financial Structuring, Corporate Finance, Valuation, IPO, Investments, Financial Modeling, Asset Management, Options
Education
The University of Connecticut School of Law 1988 — 1991
JD
Columbia College (NY) 1978 — 1983
BA, Economics
Lisa Menapace's Lehman Brothers Experience 2007 - 2007
Job Loan Fulfillment Leader
Industry Financial Services
Experience
Bank of America October 2011 - Present
Bank of America February 2008 - October 2011
Lehman Brothers 2007 - 2007
Washington Mutual 2002 - 2007
Beneficial Finance 1987 - 2002
Skills
Loans, Loss Mitigation, Home Equity Lines of..., Foreclosures, Bankruptcy, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Reverse Mortgages, Second Mortgages, Refinance, Credit, Credit Analysis, FHA financing, Financial Services, Government Loans, Home Equity Loans, Leadership, Management, Mortgage Servicing, Mortgage Underwriting, Residential Mortgages, Risk Management, Sales, VA loans
Education
Colorado State University-Pueblo 1978 — 1982
Bank of America October 2011 - Present
Bank of America February 2008 - October 2011
Lehman Brothers 2007 - 2007
Washington Mutual 2002 - 2007
Beneficial Finance 1987 - 2002
Skills
Loans, Loss Mitigation, Home Equity Lines of..., Foreclosures, Bankruptcy, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Reverse Mortgages, Second Mortgages, Refinance, Credit, Credit Analysis, FHA financing, Financial Services, Government Loans, Home Equity Loans, Leadership, Management, Mortgage Servicing, Mortgage Underwriting, Residential Mortgages, Risk Management, Sales, VA loans
Education
Colorado State University-Pueblo 1978 — 1982
Brian Blum's Lehman Brothers Experience October 2003 - September 2008
Job Vice President at Millenium Partners
Industry Financial Services
Experience
Millenium Partners April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers October 2003 - September 2008
Barclays Capital (formerly Lehman Brothers) October 2003 - September 2008
Skills
Fixed Income, Investments, Bloomberg, Alternative Investments, Capital Markets, Derivatives
Education
College of the Holy Cross 1999 — 2003
Millenium Partners April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers October 2003 - September 2008
Barclays Capital (formerly Lehman Brothers) October 2003 - September 2008
Skills
Fixed Income, Investments, Bloomberg, Alternative Investments, Capital Markets, Derivatives
Education
College of the Holy Cross 1999 — 2003
Douglas Frisina's Lehman Brothers Experience 2002 - 2007
Job Client Relations at DW Partners, LP
Industry Investment Management
Experience
DW Partners, LP March 2015 - Present
Bank of America / Merrill Lynch December 2013 - March 2015
Bank of America / Merrill Lynch July 2013 - March 2015
UBS Investment Bank May 2007 - July 2013
Lehman Brothers 2002 - 2007
Education
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
DW Partners, LP March 2015 - Present
Bank of America / Merrill Lynch December 2013 - March 2015
Bank of America / Merrill Lynch July 2013 - March 2015
UBS Investment Bank May 2007 - July 2013
Lehman Brothers 2002 - 2007
Education
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
W. Bradford Paley's Lehman Brothers Experience 2007 - 2008
Job Interaction Designer; "cognitive engineer"
Industry Design
Experience
Digital Image Design Incorporated 1981 - Present
RMS 2010 - 2013
JP Morgan Asset Management 2010 - 2011
BIDS Trading March 2009 - May 2009
Lehman Brothers 2007 - 2008
NYSE 2003 - 2006
SLK 2004 - 2005
Morgan Stanley 2002 - 2005
Merrill Lynch 2003 - 2004
Goldman Sachs 2000 - 2002
Skills
Interaction Design, Information Architecture, Business Analysis, User Experience, User Interface, Java, Management, Usability Testing, User Interface Design
Education
Columbia Engineering 2003 — 2008
Adjunct Associate Professor, Computer Science
University of California, Berkeley 1979 — 1981
BA Economics, Phi Beta Kappa
Digital Image Design Incorporated 1981 - Present
RMS 2010 - 2013
JP Morgan Asset Management 2010 - 2011
BIDS Trading March 2009 - May 2009
Lehman Brothers 2007 - 2008
NYSE 2003 - 2006
SLK 2004 - 2005
Morgan Stanley 2002 - 2005
Merrill Lynch 2003 - 2004
Goldman Sachs 2000 - 2002
Skills
Interaction Design, Information Architecture, Business Analysis, User Experience, User Interface, Java, Management, Usability Testing, User Interface Design
Education
Columbia Engineering 2003 — 2008
Adjunct Associate Professor, Computer Science
University of California, Berkeley 1979 — 1981
BA Economics, Phi Beta Kappa
Sandy Kaul's Lehman Brothers Experience November 1985 - August 1995
Job Managing Director & Global Head of Business Advisory Services, Citi Investor Sales
Industry Financial Services
Experience
Citi Prime Finance 2009 - Present
Detica (formerly m.a.partners) 2005 - 2008
JPMorgan Chase January 2004 - April 2005
JPMorgan Chase May 2003 - December 2003
Scient February 2000 - April 2003
IBM Global Services April 1999 - January 2000
Goldman Sachs Asset Management; Commodities Corporation September 1995 - November 1998
Lehman Brothers November 1985 - August 1995
Education
Colgate University 1980 — 1984
Bachelor of Arts (B.A.), History & Political Science
Citi Prime Finance 2009 - Present
Detica (formerly m.a.partners) 2005 - 2008
JPMorgan Chase January 2004 - April 2005
JPMorgan Chase May 2003 - December 2003
Scient February 2000 - April 2003
IBM Global Services April 1999 - January 2000
Goldman Sachs Asset Management; Commodities Corporation September 1995 - November 1998
Lehman Brothers November 1985 - August 1995
Education
Colgate University 1980 — 1984
Bachelor of Arts (B.A.), History & Political Science
Jo Kosewski's Lehman Brothers Experience 1999 - 2001
Job Asset Management Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan September 2014 - May 2015
School the World 2009 - 2013
Hibiscus Tours for Women 2006 - 2011
Lehman Brothers 1999 - 2001
Chase Securities 1992 - 1999
KPMG Corporate Finance 1987 - 1990
Skills
Capital Markets, Investment Banking, Mergers, Mergers, Personal Development, Public Speaking, Start-ups, Strategic Planning, Strategy
Education
New York University 2001 — 2002
CFP, Certified Financial Planner
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
J.P. Morgan May 2015 - Present
J.P. Morgan September 2014 - May 2015
School the World 2009 - 2013
Hibiscus Tours for Women 2006 - 2011
Lehman Brothers 1999 - 2001
Chase Securities 1992 - 1999
KPMG Corporate Finance 1987 - 1990
Skills
Capital Markets, Investment Banking, Mergers, Mergers, Personal Development, Public Speaking, Start-ups, Strategic Planning, Strategy
Education
New York University 2001 — 2002
CFP, Certified Financial Planner
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
Arnold Principal Jr.'s Lehman Brothers Experience July 1991 - September 1993
Job Portfolio Manager at SYPCAP
Industry Financial Services
Experience
SYPCAP November 1997 - Present
Bank of Tokyo Mitsubishi September 1993 - November 1997
Lehman Brothers July 1991 - September 1993
Skills
Investments, Financial Modeling, Capital Markets, Banking, Investment Banking, Risk Management, Proprietary Trading, Strategic Planning, Wealth, Business Strategy, Management, Business Development, Team Leadership, Start-ups, New Business Development, Financial Reporting, Finance
Education
College of the Holy Cross 1987 — 1991
BA, Economics
SYPCAP November 1997 - Present
Bank of Tokyo Mitsubishi September 1993 - November 1997
Lehman Brothers July 1991 - September 1993
Skills
Investments, Financial Modeling, Capital Markets, Banking, Investment Banking, Risk Management, Proprietary Trading, Strategic Planning, Wealth, Business Strategy, Management, Business Development, Team Leadership, Start-ups, New Business Development, Financial Reporting, Finance
Education
College of the Holy Cross 1987 — 1991
BA, Economics
Tom Bacon's Lehman Brothers Experience July 2002 - November 2007
Job Loan Officer at WCS Lending
Industry Investment Management
Experience
WCS Lending April 2013 - Present
Auriga USA, LLC January 2012 - June 2012
CJS Securities May 2008 - May 2011
Lehman Brothers July 2002 - November 2007
Metzler 1999 - 2001
ABSA Securities May 1996 - November 1999
Saicor Securities May 1994 - May 1996
Value Line 1991 - 1994
Skills
Equities, Economics, Capital Markets, Bloomberg, Equity Research, Securities, Hedge Funds, Valuation, M&A experience, Asset Management, Fixed Income, Investments, Investment Banking, Portfolio Management, Series 7, Equity Valuation, Financial Modeling, Investment Strategies, Bonds, Mergers & Acquisitions, Finance, Financial Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
Brunswick School
Greenwich High School
WCS Lending April 2013 - Present
Auriga USA, LLC January 2012 - June 2012
CJS Securities May 2008 - May 2011
Lehman Brothers July 2002 - November 2007
Metzler 1999 - 2001
ABSA Securities May 1996 - November 1999
Saicor Securities May 1994 - May 1996
Value Line 1991 - 1994
Skills
Equities, Economics, Capital Markets, Bloomberg, Equity Research, Securities, Hedge Funds, Valuation, M&A experience, Asset Management, Fixed Income, Investments, Investment Banking, Portfolio Management, Series 7, Equity Valuation, Financial Modeling, Investment Strategies, Bonds, Mergers & Acquisitions, Finance, Financial Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
Brunswick School
Greenwich High School
Courtney Goldsmith's Lehman Brothers Experience May 2006 - Present
Job Investment Banking and Capital Markets Associate Campus Recruiter at Lehman Brothers
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers May 2006 - Present
Education
New York University 2005 — 2006
Masters, Social Work
Colgate University 1998 — 2002
Barclays Capital 2008 - Present
Lehman Brothers May 2006 - Present
Education
New York University 2005 — 2006
Masters, Social Work
Colgate University 1998 — 2002
Randhip Vadakkan's Lehman Brothers Experience March 2007 - September 2008
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Barclays Capital September 2008 - April 2010
Lehman Brothers March 2007 - September 2008
Ericsson June 2005 - January 2006
Tata Consultancy Services October 2002 - July 2004
Education
The University of Texas at Arlington 2004 — 2006
Masters, Computer Science
College of Engineering Pune 1998 — 2002
Bachelor of Engineering, Electronics & Telecommunication
Morgan Stanley April 2010 - Present
Barclays Capital September 2008 - April 2010
Lehman Brothers March 2007 - September 2008
Ericsson June 2005 - January 2006
Tata Consultancy Services October 2002 - July 2004
Education
The University of Texas at Arlington 2004 — 2006
Masters, Computer Science
College of Engineering Pune 1998 — 2002
Bachelor of Engineering, Electronics & Telecommunication
Robert Stoner's Lehman Brothers Experience 1996 - 2004
Job Manager, RSAM Policy at FDIC
Industry Financial Services
Experience
FDIC January 2013 - Present
FDIC July 2011 - Present
FDIC June 2009 - July 2011
Prescient, Inc. November 2008 - May 2009
Kinecta Federal Credit Union 2008 - 2009
CITGroup 2007 - 2008
CWCapital 2005 - 2007
JP Morgan Mortgage Capital 2004 - 2005
Lehman Brothers 1996 - 2004
GE Capital 1985 - 2003
Skills
Real Estate, Asset Management, Structured Finance, Underwriting, Banking, Loan Origination, Portfolio Management, Loans, Capital Markets, Joint Ventures, Management, Negotiation, Commercial Mortgages, Disposition, Financial Services, Valuation, Real Estate Economics, Credit, Alternative Investments, Commercial Real Estate, Commercial Lending, Due Diligence, Capital Structure, Credit Analysis, Financial Institutions
Education
Colgate University 1979 — 1983
BA, Economics
Hotchkiss 1978 — 1979
FDIC January 2013 - Present
FDIC July 2011 - Present
FDIC June 2009 - July 2011
Prescient, Inc. November 2008 - May 2009
Kinecta Federal Credit Union 2008 - 2009
CITGroup 2007 - 2008
CWCapital 2005 - 2007
JP Morgan Mortgage Capital 2004 - 2005
Lehman Brothers 1996 - 2004
GE Capital 1985 - 2003
Skills
Real Estate, Asset Management, Structured Finance, Underwriting, Banking, Loan Origination, Portfolio Management, Loans, Capital Markets, Joint Ventures, Management, Negotiation, Commercial Mortgages, Disposition, Financial Services, Valuation, Real Estate Economics, Credit, Alternative Investments, Commercial Real Estate, Commercial Lending, Due Diligence, Capital Structure, Credit Analysis, Financial Institutions
Education
Colgate University 1979 — 1983
BA, Economics
Hotchkiss 1978 — 1979
Cara Freedman's Lehman Brothers Experience 2001 - 2002
Job
Industry Law Practice
Experience
Katz Baskies LLC 2008 - Present
Lehman Brothers 2001 - 2002
Education
Columbia University School of Law 1998 — 2001
JD
Yale University 1991 — 1995
Pardes Institute
Katz Baskies LLC 2008 - Present
Lehman Brothers 2001 - 2002
Education
Columbia University School of Law 1998 — 2001
JD
Yale University 1991 — 1995
Pardes Institute
Clifton Liu's Lehman Brothers Experience February 2007 - September 2008
Job RAD team/Quant model infrastructure team Lead for the Equity Derivatives Technology
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers February 2007 - September 2008
JP Morgan Chase February 2006 - February 2007
Morgan Stanley February 2005 - February 2006
Lehman Brothers August 2002 - February 2005
Crosslinks Systems, Inc. April 2000 - January 2002
INVESCO May 1998 - April 2000
Bloomberg September 1996 - April 1998
Skills
Fixed Income, Trading Systems, Electronic Trading, Derivatives, Equity Derivatives, Risk Management, Trading, Quantitative Analytics, Market Data, Investment Banking, Credit Derivatives, Equities, Market Risk, Portfolio Management, Middle Office, Financial Risk
Education
Willmot/7City 2013 — 2014
Certificate in Quant Finance, CQF, Financial Derivatives Theory/Practices
Columbia University - Fu Foundation School of Engineering and Applied Science
M. Phil, Applied Physics
Polytechnic University
BS, Electrical Engineering, Physics
Wells Fargo September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers February 2007 - September 2008
JP Morgan Chase February 2006 - February 2007
Morgan Stanley February 2005 - February 2006
Lehman Brothers August 2002 - February 2005
Crosslinks Systems, Inc. April 2000 - January 2002
INVESCO May 1998 - April 2000
Bloomberg September 1996 - April 1998
Skills
Fixed Income, Trading Systems, Electronic Trading, Derivatives, Equity Derivatives, Risk Management, Trading, Quantitative Analytics, Market Data, Investment Banking, Credit Derivatives, Equities, Market Risk, Portfolio Management, Middle Office, Financial Risk
Education
Willmot/7City 2013 — 2014
Certificate in Quant Finance, CQF, Financial Derivatives Theory/Practices
Columbia University - Fu Foundation School of Engineering and Applied Science
M. Phil, Applied Physics
Polytechnic University
BS, Electrical Engineering, Physics
Daniel Wright's Lehman Brothers Experience November 2005 - May 2008
Job Senior Consultant, Adobe Target
Industry Internet
Experience
Adobe February 2013 - Present
Adobe February 2011 - January 2013
Register.com April 2010 - February 2011
Register.com September 2008 - April 2010
Lehman Brothers November 2005 - May 2008
Red Cent Corporation February 2003 - October 2005
Euro RSCG 4D 2005 - 2005
Iguana Studios 1998 - 1999
Education
Columbia Engineering 1994 — 1998
BS, Engineering and Management Systems, minor in Economics
Southbank International School 1992 — 1994
International Baccalaureate Diploma
George School 1990 — 1992
John Wallace Middle School
Adobe February 2013 - Present
Adobe February 2011 - January 2013
Register.com April 2010 - February 2011
Register.com September 2008 - April 2010
Lehman Brothers November 2005 - May 2008
Red Cent Corporation February 2003 - October 2005
Euro RSCG 4D 2005 - 2005
Iguana Studios 1998 - 1999
Education
Columbia Engineering 1994 — 1998
BS, Engineering and Management Systems, minor in Economics
Southbank International School 1992 — 1994
International Baccalaureate Diploma
George School 1990 — 1992
John Wallace Middle School
Elise Clark's Lehman Brothers Experience 2007 - 2008
Job Policies, Training and Regulatory Developments at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2011 - Present
Babson Capital Management November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers 2007 - 2008
Deutsche Asset Management 2005 - 2007
CIBC 2002 - 2004
Simpson Thacher 1997 - 1999
Education
Fordham University School of Law 1999 — 2002
JD
Colgate University 1989 — 1993
The Bronxville School 1978 — 1989
Brown Brothers Harriman September 2011 - Present
Babson Capital Management November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers 2007 - 2008
Deutsche Asset Management 2005 - 2007
CIBC 2002 - 2004
Simpson Thacher 1997 - 1999
Education
Fordham University School of Law 1999 — 2002
JD
Colgate University 1989 — 1993
The Bronxville School 1978 — 1989
Jessica Gibadlo's Lehman Brothers Experience August 2002 - September 2008
Job Business consultant
Industry Consumer Goods
Experience
Harry Barker March 2011 - December 2012
Barclays Capital (formerly Lehman Brothers) 2008 - March 2009
Lehman Brothers August 2002 - September 2008
U.S. House of Representatives 1997 - 2000
Skills
Investment Banking, Equities, Private Equity, M&A experience, Financial Modeling, Capital Markets, Fixed Income, Valuation, Emerging Markets, Corporate Finance, Financial Analysis, Due Diligence, Strategy, Mergers & Acquisitions, Investments
Education
University of Virginia Darden School of Business 2000 — 2002
MBA
College of Charleston 1993 — 1997
Syracuse University 1995 — 1995
Harry Barker March 2011 - December 2012
Barclays Capital (formerly Lehman Brothers) 2008 - March 2009
Lehman Brothers August 2002 - September 2008
U.S. House of Representatives 1997 - 2000
Skills
Investment Banking, Equities, Private Equity, M&A experience, Financial Modeling, Capital Markets, Fixed Income, Valuation, Emerging Markets, Corporate Finance, Financial Analysis, Due Diligence, Strategy, Mergers & Acquisitions, Investments
Education
University of Virginia Darden School of Business 2000 — 2002
MBA
College of Charleston 1993 — 1997
Syracuse University 1995 — 1995
Michelle McKinnon's Lehman Brothers Experience February 2001 - August 2004
Job Portfolio Manager at Honeywell Capital Management
Industry Investment Management
Experience
Honeywell Capital Management August 2008 - Present
SIRIUS Satellite Radio January 2007 - July 2008
SIRIUS Satellite Radio September 2004 - January 2007
Lehman Brothers February 2001 - August 2004
JPMorgan Chase 1998 - 2001
JPMorgan Chase 1996 - 1998
Skills
Private Equity, Alternative Investments, Portfolio Management, Corporate Finance, Investor Relations, M&A experience
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance Accounting
Colorado College 1987 — 1991
BA, Economics
Honeywell Capital Management August 2008 - Present
SIRIUS Satellite Radio January 2007 - July 2008
SIRIUS Satellite Radio September 2004 - January 2007
Lehman Brothers February 2001 - August 2004
JPMorgan Chase 1998 - 2001
JPMorgan Chase 1996 - 1998
Skills
Private Equity, Alternative Investments, Portfolio Management, Corporate Finance, Investor Relations, M&A experience
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance Accounting
Colorado College 1987 — 1991
BA, Economics
Chris McCullough's Lehman Brothers Experience 1997 - 2000
Job Senior Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets March 2008 - Present
Fidelity Capital Markets 2005 - 2008
Fidelity Capital Markets 2002 - 2005
Prescient Markets 2000 - 2001
Lehman Brothers 1997 - 2000
Greenwich Associates 1993 - 1997
Skills
Fixed Income, Equities, Capital Markets, Securities, Electronic Trading, Series 7, Bloomberg, Hedge Funds, Series 63, CRM, Trading, Business Planning, Alternative Investments, Asset Managment, Trading Systems, Management, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
Colgate University 1988 — 1992
BA, Economics
Wayland High School 1985 — 1988
Fidelity Capital Markets March 2008 - Present
Fidelity Capital Markets 2005 - 2008
Fidelity Capital Markets 2002 - 2005
Prescient Markets 2000 - 2001
Lehman Brothers 1997 - 2000
Greenwich Associates 1993 - 1997
Skills
Fixed Income, Equities, Capital Markets, Securities, Electronic Trading, Series 7, Bloomberg, Hedge Funds, Series 63, CRM, Trading, Business Planning, Alternative Investments, Asset Managment, Trading Systems, Management, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
Colgate University 1988 — 1992
BA, Economics
Wayland High School 1985 — 1988
Jack Hersch's Lehman Brothers Experience 1990 - June 1992
Job Managing Director at MidOcean Credit Partners
Industry Financial Services
Experience
MidOcean Credit Partners April 2015 - Present
TIG Distressed Opportunities, LP January 2008 - March 2015
Canyon Capital Advisors 2003 - 2007
TIMCO Aviation Services 2002 - 2006
Cypress Management 2000 - 2003
Scoggin Capital Management 1996 - 2000
Donaldson, Lufkin & Jenrette April 1994 - April 1996
M. J. Whitman & Co. June 1992 - April 1994
Lehman Brothers 1990 - June 1992
Balfour Investors January 1989 - December 1989
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Fixed Income, High Yield, Equities, Special Situations, Valuation, Distressed Debt, Financial Modeling, Value Investing, Management, Investment Banking, Bloomberg, Trading, Capital Markets, Investments, Bonds, Equity Derivatives, Private Equity, Financial Markets, Securities, Equity Research, Leveraged Finance, Emerging Markets, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1985
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 1976 — 1980
BSEE, Electrical Engineering, Computer Science
MidOcean Credit Partners April 2015 - Present
TIG Distressed Opportunities, LP January 2008 - March 2015
Canyon Capital Advisors 2003 - 2007
TIMCO Aviation Services 2002 - 2006
Cypress Management 2000 - 2003
Scoggin Capital Management 1996 - 2000
Donaldson, Lufkin & Jenrette April 1994 - April 1996
M. J. Whitman & Co. June 1992 - April 1994
Lehman Brothers 1990 - June 1992
Balfour Investors January 1989 - December 1989
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Fixed Income, High Yield, Equities, Special Situations, Valuation, Distressed Debt, Financial Modeling, Value Investing, Management, Investment Banking, Bloomberg, Trading, Capital Markets, Investments, Bonds, Equity Derivatives, Private Equity, Financial Markets, Securities, Equity Research, Leveraged Finance, Emerging Markets, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1985
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 1976 — 1980
BSEE, Electrical Engineering, Computer Science
Kimberly Corcoran's Lehman Brothers Experience October 2007 - May 2008
Job Ernst & Young LLP
Industry Financial Services
Experience
Ernst & Young LLP July 2014 - Present
Federal Reserve Bank of New York June 2012 - June 2014
Federal Reserve Bank of New York June 2011 - August 2011
State Street November 2010 - June 2011
Environmentally Responsible Action (ERA) Group 2009 - 2010
Barclays Wealth May 2008 - February 2009
Lehman Brothers October 2007 - May 2008
Skills
Emerging Markets, Financial Modeling, Valuation, Fixed Income, Credit Analysis, Credit, Bloomberg, Economics, Risk Management, Financial Analysis, International Relations, Equities, Analysis, Project Management, International..., Data Analysis, Corporate Finance, Policy Analysis, Stata, Research, Financial Services, Portfolio Management, Spanish, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Masters in Law and Diplomacy, International Banking and Finance
Northwestern University 2003 — 2005
BA, Political Science, Psychology
Colgate University 2001 — 2003
Political Science, Philosophy
Cold Spring Harbor High School
The Green Vale School
Ernst & Young LLP July 2014 - Present
Federal Reserve Bank of New York June 2012 - June 2014
Federal Reserve Bank of New York June 2011 - August 2011
State Street November 2010 - June 2011
Environmentally Responsible Action (ERA) Group 2009 - 2010
Barclays Wealth May 2008 - February 2009
Lehman Brothers October 2007 - May 2008
Skills
Emerging Markets, Financial Modeling, Valuation, Fixed Income, Credit Analysis, Credit, Bloomberg, Economics, Risk Management, Financial Analysis, International Relations, Equities, Analysis, Project Management, International..., Data Analysis, Corporate Finance, Policy Analysis, Stata, Research, Financial Services, Portfolio Management, Spanish, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Masters in Law and Diplomacy, International Banking and Finance
Northwestern University 2003 — 2005
BA, Political Science, Psychology
Colgate University 2001 — 2003
Political Science, Philosophy
Cold Spring Harbor High School
The Green Vale School
Sharon Waymost's Lehman Brothers Experience June 2004 - August 2004
Job Java Developer
Industry Computer Software
Jay Bian's Lehman Brothers Experience January 2004 - March 2008
Job Senior Vice President at Citi Group
Industry Financial Services
Experience
Citi Group September 2012 - Present
RBC Capital Markets May 2008 - August 2012
Lehman Brothers January 2004 - March 2008
Education
Columbia Engineering 2002 — 2003
MS, Financial Engineering
Nankai University
BS, Mathematics
Citi Group September 2012 - Present
RBC Capital Markets May 2008 - August 2012
Lehman Brothers January 2004 - March 2008
Education
Columbia Engineering 2002 — 2003
MS, Financial Engineering
Nankai University
BS, Mathematics
Sahil Kochar's Lehman Brothers Experience August 2006 - November 2008
Job Director, Valuation Methodology,RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2014 - Present
Morgan Stanley March 2014 - August 2014
Morgan Stanley November 2008 - February 2014
Lehman Brothers August 2006 - November 2008
Skills
Fixed Income, Valuation, Derivatives, Capital Markets, Investment Banking, Structured Products, Financial Modeling, Equities, Credit Derivatives, Hedge Funds, Options, Bloomberg, Quantitative Finance, Interest Rate..., Market Risk
Education
Columbia Engineering 2005 — 2006
Masters, Financial Engg.
Indian Institute of Technology, Delhi 2001 — 2005
Bachelors, Mechanical Engg.
RBC Capital Markets August 2014 - Present
Morgan Stanley March 2014 - August 2014
Morgan Stanley November 2008 - February 2014
Lehman Brothers August 2006 - November 2008
Skills
Fixed Income, Valuation, Derivatives, Capital Markets, Investment Banking, Structured Products, Financial Modeling, Equities, Credit Derivatives, Hedge Funds, Options, Bloomberg, Quantitative Finance, Interest Rate..., Market Risk
Education
Columbia Engineering 2005 — 2006
Masters, Financial Engg.
Indian Institute of Technology, Delhi 2001 — 2005
Bachelors, Mechanical Engg.
Ray Ruddy's Lehman Brothers Experience June 1996 - October 1999
Job Vice President of Finance, IT and HR at PrismHR
Industry Accounting
Experience
PrismHR November 2014 - Present
LEWA Pumps & Systems September 2010 - Present
Psychemedics Corporation August 2008 - September 2010
GSI Group May 2005 - August 2008
Concord Communications 2000 - 2005
Lehman Brothers June 1996 - October 1999
Ernst & Young June 1991 - June 1994
Skills
Accounting, Budgets, Analysis, Contract Management, Customer Service, Credit, Capital Markets, Database Administration, Revenue Recognition, Mergers, Financial Reporting, Financial Analysis, SEC filings, Finance, Executive Management, Auditing, Process Improvement, Sarbanes-Oxley, Financial Accounting, Forecasting, Strategic Financial..., New Business Development, Accounts Receivable, Restructuring, Management, Due Diligence, Payroll, GAAP, Account Reconciliation, CPA, Consolidation, Leadership, Financial Statements, Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Managerial Finance, Internal Controls, Financial Planning
Education
Yale School of Management 1994 — 1996
Master's Degree, Business Administration, Finance
College of the Holy Cross 1987 — 1991
Bachelor of Arts, Economics/Accounting
St Sebastians School
PrismHR November 2014 - Present
LEWA Pumps & Systems September 2010 - Present
Psychemedics Corporation August 2008 - September 2010
GSI Group May 2005 - August 2008
Concord Communications 2000 - 2005
Lehman Brothers June 1996 - October 1999
Ernst & Young June 1991 - June 1994
Skills
Accounting, Budgets, Analysis, Contract Management, Customer Service, Credit, Capital Markets, Database Administration, Revenue Recognition, Mergers, Financial Reporting, Financial Analysis, SEC filings, Finance, Executive Management, Auditing, Process Improvement, Sarbanes-Oxley, Financial Accounting, Forecasting, Strategic Financial..., New Business Development, Accounts Receivable, Restructuring, Management, Due Diligence, Payroll, GAAP, Account Reconciliation, CPA, Consolidation, Leadership, Financial Statements, Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Managerial Finance, Internal Controls, Financial Planning
Education
Yale School of Management 1994 — 1996
Master's Degree, Business Administration, Finance
College of the Holy Cross 1987 — 1991
Bachelor of Arts, Economics/Accounting
St Sebastians School
Jason Imperato's Lehman Brothers Experience April 2006 - October 2008
Job Managing Director at Nomura
Industry Investment Banking
Experience
Nomura October 2008 - Present
Lehman Brothers April 2006 - October 2008
Sagamore Hill Capital Management March 2004 - January 2006
BNP Paribas July 2003 - March 2004
Zurich Capital Markets 1997 - 2003
Education
New York University 1991 — 1993
M.S., Computer Science
Colgate University 1985 — 1989
B.A., Computer Science, Mathematics
Nomura October 2008 - Present
Lehman Brothers April 2006 - October 2008
Sagamore Hill Capital Management March 2004 - January 2006
BNP Paribas July 2003 - March 2004
Zurich Capital Markets 1997 - 2003
Education
New York University 1991 — 1993
M.S., Computer Science
Colgate University 1985 — 1989
B.A., Computer Science, Mathematics
Steve Pedone's Lehman Brothers Experience August 2002 - September 2008
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
Credit Suisse November 2013 - August 2014
Barclays Capital / Lehman Brothers August 2002 - October 2013
Lehman Brothers August 2002 - September 2008
Gleacher Partners 1997 - 1999
Skills
Capital Markets, Investment Banking, Private Equity, Fixed Income, Equities, LBO, Hedge Funds, Corporate Finance, Valuation, Financial Modeling, Financial Structuring, Leveraged Finance, Alternative Investments, Capital Structure, Bloomberg, High Yield, Debt Restructuring, Restructuring, Leveraged Lending
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
MBA, Finance
Colgate University
BA, Economics
St. Stephen's & St. Agnes School 1986 — 1993
RBC Capital Markets August 2014 - Present
Credit Suisse November 2013 - August 2014
Barclays Capital / Lehman Brothers August 2002 - October 2013
Lehman Brothers August 2002 - September 2008
Gleacher Partners 1997 - 1999
Skills
Capital Markets, Investment Banking, Private Equity, Fixed Income, Equities, LBO, Hedge Funds, Corporate Finance, Valuation, Financial Modeling, Financial Structuring, Leveraged Finance, Alternative Investments, Capital Structure, Bloomberg, High Yield, Debt Restructuring, Restructuring, Leveraged Lending
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
MBA, Finance
Colgate University
BA, Economics
St. Stephen's & St. Agnes School 1986 — 1993
Stephen Mehos's Lehman Brothers Experience 1993 - 2008
Job Senior Managing Director at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers 1993 - 2008
Marine Midland Bank 1989 - 1992
Skills
High Yield, Capital Markets, Investment Banking, Private Equity, Equities, Valuation, LBO, Leveraged Finance, Financial Structuring, Corporate Finance, Special Situations, Capital Structure
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Macquarie Capital 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers 1993 - 2008
Marine Midland Bank 1989 - 1992
Skills
High Yield, Capital Markets, Investment Banking, Private Equity, Equities, Valuation, LBO, Leveraged Finance, Financial Structuring, Corporate Finance, Special Situations, Capital Structure
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance
Colgate University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Howard Daar's Lehman Brothers Experience 2000 - September 2008
Job
Industry Education Management
Experience
DRS High School for Boys September 2014 - Present
Shalhevet High School for Girls September 2014 - Present
Ateres Yaakov High School July 2009 - Present
A+ Achievement April 2009 - Present
Lehman Brothers 2000 - September 2008
Reuters April 1994 - August 2000
Howard Consulting, Inc. August 1989 - April 1994
Skills
Teaching, Academic Tutoring, Online Tutoring, Academic Achievement, Project Management, Small Business, Business Process...
Education
Columbia Engineering 1977 — 1981
MS, Operations research
DRS High School for Boys September 2014 - Present
Shalhevet High School for Girls September 2014 - Present
Ateres Yaakov High School July 2009 - Present
A+ Achievement April 2009 - Present
Lehman Brothers 2000 - September 2008
Reuters April 1994 - August 2000
Howard Consulting, Inc. August 1989 - April 1994
Skills
Teaching, Academic Tutoring, Online Tutoring, Academic Achievement, Project Management, Small Business, Business Process...
Education
Columbia Engineering 1977 — 1981
MS, Operations research
Cameron Hughes's Lehman Brothers Experience November 2005 - September 2008
Job Director, HSBC
Industry Financial Services
Experience
HSBC October 2014 - Present
Barclays August 2010 - July 2014
Barclays September 2008 - August 2010
Lehman Brothers November 2005 - September 2008
Skills
Investment Banking, Hedge Funds, Fixed Income, Equities, Asset Management, Strategy, Financial Services
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, Marketing / Finance
Colgate University 1994 — 1998
Bachelor of Arts (BA)
HSBC October 2014 - Present
Barclays August 2010 - July 2014
Barclays September 2008 - August 2010
Lehman Brothers November 2005 - September 2008
Skills
Investment Banking, Hedge Funds, Fixed Income, Equities, Asset Management, Strategy, Financial Services
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, Marketing / Finance
Colgate University 1994 — 1998
Bachelor of Arts (BA)
Charles Witek's Lehman Brothers Experience December 2006 - September 2008
Job Attorney and freelance outdoor writer
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
outdoor press October 1974 - Present
Lehman Brothers December 2006 - September 2008
JP Morgan Chase Bank N.A. December 1987 - December 2006
Mid-Atlantic Fishery Management Council 2002 - 2005
Morrow & Co., Inc. April 1983 - December 1987
Law Office of Charles A. Witek, III November 1979 - March 1983
Skills
Options, Forwards, Hunting, Securities Lending, Securities, Repurchase Agreements, Outdoor Writing, Fisheries Management, Salt Water Angling, Handloading, Fisheries Conservation, Offshore Fishing, Securities Custody, Securities Clearance, Repos, Corporate Governance, Corporate Law, Financial Services, Prime Brokerage, Finance, Writing, Legal Writing
Education
St. John's University School of Law 1976 — 1979
JD, Law
College of the Holy Cross 1972 — 1976
BA, English and History
Barclays Capital September 2008 - Present
outdoor press October 1974 - Present
Lehman Brothers December 2006 - September 2008
JP Morgan Chase Bank N.A. December 1987 - December 2006
Mid-Atlantic Fishery Management Council 2002 - 2005
Morrow & Co., Inc. April 1983 - December 1987
Law Office of Charles A. Witek, III November 1979 - March 1983
Skills
Options, Forwards, Hunting, Securities Lending, Securities, Repurchase Agreements, Outdoor Writing, Fisheries Management, Salt Water Angling, Handloading, Fisheries Conservation, Offshore Fishing, Securities Custody, Securities Clearance, Repos, Corporate Governance, Corporate Law, Financial Services, Prime Brokerage, Finance, Writing, Legal Writing
Education
St. John's University School of Law 1976 — 1979
JD, Law
College of the Holy Cross 1972 — 1976
BA, English and History
Garrett Ho's Lehman Brothers Experience October 2003 - April 2009
Job Chief Compliance Officer at Tower Research Capital
Industry Financial Services
Experience
Tower Research Capital April 2009 - Present
Lehman Brothers October 2003 - April 2009
Willkie Farr & Gallagher LLP December 1999 - September 2003
Brown & Wood 1993 - 1996
Skills
Hedge Funds, Securities Law, Securities, AML, Capital Markets, Trading and Markets
Education
Columbia Law School
J.D., law
Columbia University in the City of New York
AB, English
Tower Research Capital April 2009 - Present
Lehman Brothers October 2003 - April 2009
Willkie Farr & Gallagher LLP December 1999 - September 2003
Brown & Wood 1993 - 1996
Skills
Hedge Funds, Securities Law, Securities, AML, Capital Markets, Trading and Markets
Education
Columbia Law School
J.D., law
Columbia University in the City of New York
AB, English
Ivette Lan Ayers's Lehman Brothers Experience November 1994 - November 2008
Job Infrastructure Management
Industry Financial Services
Experience
Barclays Capital January 2009 - Present
Lehman Brothers November 1994 - November 2008
Education
Pace University
MS, Information Technology
Columbia Engineering
BS, Electrical Engineering
Fordham University
BS, Mathematics
Barclays Capital January 2009 - Present
Lehman Brothers November 1994 - November 2008
Education
Pace University
MS, Information Technology
Columbia Engineering
BS, Electrical Engineering
Fordham University
BS, Mathematics
Alexandra Cannon, CFA's Lehman Brothers Experience July 2008 - September 2008
Job Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 2008 - September 2008
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Financial Engineering
Barclays Capital September 2008 - Present
Lehman Brothers July 2008 - September 2008
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Financial Engineering
Britta von Oesen's Lehman Brothers Experience May 2008 - August 2008
Job Vice President at CohnReznick Capital Markets Securities, LLC
Industry Renewables & Environment
Experience
CohnReznick Capital Markets Securities March 2014 - Present
Gestamp Solar October 2011 - February 2014
WKN Windkraft Nord AG October 2009 - July 2011
Lehman Brothers May 2008 - August 2008
GaiaTech January 2004 - July 2007
Skills
Renewable Energy, Cleantech, Due Diligence, Solar Energy, Sustainability, Project Finance, Business Strategy, Energy, Contract Negotiation, Energy Efficiency, Alternative Energy, Photovoltaics, Sustainable Energy, Start-ups
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA
Colgate University 1999 — 2003
BA, Environmental Biology
UNSW Australia 2002 — 2002
Marine Biology
CohnReznick Capital Markets Securities March 2014 - Present
Gestamp Solar October 2011 - February 2014
WKN Windkraft Nord AG October 2009 - July 2011
Lehman Brothers May 2008 - August 2008
GaiaTech January 2004 - July 2007
Skills
Renewable Energy, Cleantech, Due Diligence, Solar Energy, Sustainability, Project Finance, Business Strategy, Energy, Contract Negotiation, Energy Efficiency, Alternative Energy, Photovoltaics, Sustainable Energy, Start-ups
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA
Colgate University 1999 — 2003
BA, Environmental Biology
UNSW Australia 2002 — 2002
Marine Biology
Binara Gajanayake's Lehman Brothers Experience January 2003 - July 2004
Job Storage Consultant at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2010 - Present
Lehman Brothers/Barclays Capital August 2006 - May 2010
Merrill Lynch August 2004 - August 2006
Lehman Brothers January 2003 - July 2004
IBM-Global Services September 1998 - April 2002
Education
Columbia Engineering 2000 — 2002
M.Sc, Electrical Engineering
Credit Suisse May 2010 - Present
Lehman Brothers/Barclays Capital August 2006 - May 2010
Merrill Lynch August 2004 - August 2006
Lehman Brothers January 2003 - July 2004
IBM-Global Services September 1998 - April 2002
Education
Columbia Engineering 2000 — 2002
M.Sc, Electrical Engineering
Dan Comisar's Lehman Brothers Experience 1995 - 1997
Job SVP, Human Resources Executive at Bank of America
Industry Banking
Experience
Bank of America 2011 - Present
Wells Fargo 1997 - 2011
Lehman Brothers 1995 - 1997
American International Group 1991 - 1995
Federated Department Stores 1987 - 1991
Education
New York University - Leonard N. Stern School of Business
MBA, Management/International Business
Colgate University 1983 — 1987
BA, Economics/Political Science
Bank of America 2011 - Present
Wells Fargo 1997 - 2011
Lehman Brothers 1995 - 1997
American International Group 1991 - 1995
Federated Department Stores 1987 - 1991
Education
New York University - Leonard N. Stern School of Business
MBA, Management/International Business
Colgate University 1983 — 1987
BA, Economics/Political Science
Chris Winchenbaugh's Lehman Brothers Experience 1996 - 2008
Job
Industry Investment Banking
Experience
Barclays 2013 - 2014
Barclays 2011 - 2013
Barclays Investment Bank 2010 - 2011
Barclays Capital 2008 - 2010
Lehman Brothers 1996 - 2008
Education
JL Kellogg Graduate School of Management 1994 — 1996
Master of Business Administration (M.B.A.)
College of the Holy Cross 1983 — 1988
Bachelor's Degree, Economics
Barclays 2013 - 2014
Barclays 2011 - 2013
Barclays Investment Bank 2010 - 2011
Barclays Capital 2008 - 2010
Lehman Brothers 1996 - 2008
Education
JL Kellogg Graduate School of Management 1994 — 1996
Master of Business Administration (M.B.A.)
College of the Holy Cross 1983 — 1988
Bachelor's Degree, Economics
Peter McAniff's Lehman Brothers Experience 1996 - 1999
Job Research Analyst at Poplar Forest Capital
Industry Investment Management
Experience
Poplar Forest Capital LLC 2007 - Present
The Circinus Group 2002 - 2007
JP Morgan 1999 - 2002
Lehman Brothers 1996 - 1999
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1990 — 1994
JD/MBA, Finance
College of the Holy Cross 1985 — 1989
B.A., History
Poplar Forest Capital LLC 2007 - Present
The Circinus Group 2002 - 2007
JP Morgan 1999 - 2002
Lehman Brothers 1996 - 1999
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1990 — 1994
JD/MBA, Finance
College of the Holy Cross 1985 — 1989
B.A., History
Jennifer Hughes's Lehman Brothers Experience September 2006 - October 2007
Job Institutional Corporate Marketing at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2007 - Present
Lehman Brothers September 2006 - October 2007
Mellon Financial June 2005 - September 2006
Education
Colgate University 2001 — 2005
BS, Economics
Barclays Capital October 2007 - Present
Lehman Brothers September 2006 - October 2007
Mellon Financial June 2005 - September 2006
Education
Colgate University 2001 — 2005
BS, Economics
Joe Li's Lehman Brothers Experience 2000 - 2008
Job Managing Director, Global Head of Market Risk Management Credit Market at Citi
Industry Investment Management
Will Marquis's Lehman Brothers Experience September 1989 - March 1993
Job Retirement & Investment Consulting
Industry Investment Management
Experience
WBM Investment Consulting January 2008 - Present
Morningstar January 2011 - March 2012
The Baker Companies February 2002 - December 2008
Sapers & Wallack March 1993 - January 2002
Lehman Brothers September 1989 - March 1993
Skills
Investments, Wealth Management, Mutual Funds, 401k, Retirement, Morningstar Direct, Financial Services, Due Diligence, Portfolio Management
Education
Colorado State University
BS, Natural Resources Mgt. & Business
WBM Investment Consulting January 2008 - Present
Morningstar January 2011 - March 2012
The Baker Companies February 2002 - December 2008
Sapers & Wallack March 1993 - January 2002
Lehman Brothers September 1989 - March 1993
Skills
Investments, Wealth Management, Mutual Funds, 401k, Retirement, Morningstar Direct, Financial Services, Due Diligence, Portfolio Management
Education
Colorado State University
BS, Natural Resources Mgt. & Business
Yao Zhu's Lehman Brothers Experience May 2005 - September 2008
Job App Dev Technical Specialist at Citi
Industry Financial Services
Experience
Citi May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers May 2005 - September 2008
Deutsche Bank July 2003 - February 2005
Hudson Valley Company March 2001 - July 2003
Goldman Sachs August 2000 - March 2001
EcoNovo Software February 2000 - July 2000
Skills
Java Enterprise Edition, Risk Management, Web Applications
Education
Columbia Engineering 1999 — 2000
MS, Computer Science
University of Massachusetts, Amherst 1991 — 1995
BS, Biochemistry
Citi May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers May 2005 - September 2008
Deutsche Bank July 2003 - February 2005
Hudson Valley Company March 2001 - July 2003
Goldman Sachs August 2000 - March 2001
EcoNovo Software February 2000 - July 2000
Skills
Java Enterprise Edition, Risk Management, Web Applications
Education
Columbia Engineering 1999 — 2000
MS, Computer Science
University of Massachusetts, Amherst 1991 — 1995
BS, Biochemistry
Paul Marsilio's Lehman Brothers Experience January 1993 - September 2008
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock April 2011 - Present
- Personal Portfolio January 2009 - March 2011
Lehman Brothers January 1993 - September 2008
Moody's Investors Service December 1990 - November 1992
Education
Colorado College 1986 — 1990
B.A., Economics, History
BlackRock April 2011 - Present
- Personal Portfolio January 2009 - March 2011
Lehman Brothers January 1993 - September 2008
Moody's Investors Service December 1990 - November 1992
Education
Colorado College 1986 — 1990
B.A., Economics, History
Douglas Monticciolo's Lehman Brothers Experience February 1995 - August 1996
Job Managing Director at Brevet Capital
Industry Financial Services
Experience
Brevet Capital January 2004 - Present
FCS Advisors November 1998 - December 2004
Turing Capital, Inc. 2000 - 2002
Deutsche Bank August 1996 - November 1998
Lehman Brothers February 1995 - August 1996
Goldman Sachs & Co. January 1986 - February 1995
Goldman Sachs & Co. January 1985 - January 1986
Skills
Asset Managment, Hedge Funds, Portfolio Management, Fixed Income, Capital Markets, Alternative Investments, Structured Finance, Corporate Finance
Education
Columbia Engineering 1984 — 1988
MES, Operations Research / Business
State University of New York at Stony Brook 1981 — 1984
BS & MS, Applied Math
Brevet Capital January 2004 - Present
FCS Advisors November 1998 - December 2004
Turing Capital, Inc. 2000 - 2002
Deutsche Bank August 1996 - November 1998
Lehman Brothers February 1995 - August 1996
Goldman Sachs & Co. January 1986 - February 1995
Goldman Sachs & Co. January 1985 - January 1986
Skills
Asset Managment, Hedge Funds, Portfolio Management, Fixed Income, Capital Markets, Alternative Investments, Structured Finance, Corporate Finance
Education
Columbia Engineering 1984 — 1988
MES, Operations Research / Business
State University of New York at Stony Brook 1981 — 1984
BS & MS, Applied Math
Wan-Yin Wu's Lehman Brothers Experience May 2006 - March 2007
Job
Industry Investment Management
Experience
J.P. Morgan December 2012 - Present
Maratan Partners LLC April 2007 - November 2012
Lehman Brothers May 2006 - March 2007
Lehman Brothers July 2003 - May 2006
WR Hambrecht + Co October 1999 - January 2003
Goldman Sachs July 1998 - September 1999
Goldman Sachs June 1997 - September 1999
Skills
Capital Markets, Series 63, Interest Rate..., Wealth Management, Options, Electronic Trading, Investment Strategies, Asset Allocation, Equities, Risk Management, Commodity, Portfolio Management, Financial Modeling, Series 7, Asset Management, Mergers & Acquisitions, Financial Markets, FX Options, Venture Capital, Fixed Income, Foreign Exchange, Financial Structuring, Private Equity, Due Diligence, Structured Finance, Quantitative Finance, Alternative Investments, Emerging Markets, Investments, Hedge Funds, Investment Management, Financial Analysis, Financial Risk, Trading, Securities, Bonds, Equity Research, Strategy, Market Risk, Equity Derivatives, Investment Banking, Trading Systems, Structured Products, Valuation, Credit Derivatives, Corporate Finance, Corporate Development, Quantitative Analytics, Business Strategy, Derivatives
Education
Columbia University - Columbia Business School 2001 — 2003
Executive MBA, Finance and Management
Columbia University - Fu Foundation School of Engineering and Applied Science
Ph.D. candidate, Electrical Engineering
Massachusetts Institute of Technology
6, Electrical Engineering / Computer Science
Harvard University 1993 — 1997
S.B. with Honors, Electrical, Computer and Systems Engineering
J.P. Morgan December 2012 - Present
Maratan Partners LLC April 2007 - November 2012
Lehman Brothers May 2006 - March 2007
Lehman Brothers July 2003 - May 2006
WR Hambrecht + Co October 1999 - January 2003
Goldman Sachs July 1998 - September 1999
Goldman Sachs June 1997 - September 1999
Skills
Capital Markets, Series 63, Interest Rate..., Wealth Management, Options, Electronic Trading, Investment Strategies, Asset Allocation, Equities, Risk Management, Commodity, Portfolio Management, Financial Modeling, Series 7, Asset Management, Mergers & Acquisitions, Financial Markets, FX Options, Venture Capital, Fixed Income, Foreign Exchange, Financial Structuring, Private Equity, Due Diligence, Structured Finance, Quantitative Finance, Alternative Investments, Emerging Markets, Investments, Hedge Funds, Investment Management, Financial Analysis, Financial Risk, Trading, Securities, Bonds, Equity Research, Strategy, Market Risk, Equity Derivatives, Investment Banking, Trading Systems, Structured Products, Valuation, Credit Derivatives, Corporate Finance, Corporate Development, Quantitative Analytics, Business Strategy, Derivatives
Education
Columbia University - Columbia Business School 2001 — 2003
Executive MBA, Finance and Management
Columbia University - Fu Foundation School of Engineering and Applied Science
Ph.D. candidate, Electrical Engineering
Massachusetts Institute of Technology
6, Electrical Engineering / Computer Science
Harvard University 1993 — 1997
S.B. with Honors, Electrical, Computer and Systems Engineering
Manuel Angeles's Lehman Brothers Experience 1997 - 2001
Job Vice President, Public Finance Relationship Management at Moody's Investors Service
Industry Investment Banking
Experience
Moody's Investors Service May 2015 - Present
CastleOak Securities, L.P. July 2012 - January 2014
Raymond James November 2009 - April 2012
DEPFA First Albany Securities 2004 - 2009
Lamont Financial Services Corporation 2002 - 2004
PricewaterhouseCoopers Securities 2001 - 2002
Lehman Brothers 1997 - 2001
Merrill Lynch 1989 - 1994
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Columbia College (NY) 1980 — 1984
BA, Computer Science
Moody's Investors Service May 2015 - Present
CastleOak Securities, L.P. July 2012 - January 2014
Raymond James November 2009 - April 2012
DEPFA First Albany Securities 2004 - 2009
Lamont Financial Services Corporation 2002 - 2004
PricewaterhouseCoopers Securities 2001 - 2002
Lehman Brothers 1997 - 2001
Merrill Lynch 1989 - 1994
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Columbia College (NY) 1980 — 1984
BA, Computer Science
AL Guintu's Lehman Brothers Experience 2008 - 2008
Job Senior Consultant Developer INTRL R&D at Bloomberg
Industry Financial Services
Experience
Bloomberg December 2013 - Present
Barclays Capital 2008 - December 2013
Lehman Brothers 2008 - 2008
Goldman Sachs 2006 - 2008
Goldman Sachs 2003 - 2008
Goldman Sachs 2003 - 2006
JP Morgan Private Banking 2000 - 2002
JPMorgan Chase VARS/Global Market Risk 2000 - 2002
Open Systems Techno 1990 - 2002
S&P/Monchik Weber 1982 - 1986
Skills
G++, Java, Mockito, TestNG, FIX, QuickFIX, Appia, Ultra Low Latency, OpenWRT, IntelliJ IDEA, Java Concurrency, C++0x, Realtime Programming, Linux application..., Multi-threaded..., Perl, Trading Systems, Derivatives, Fixed Income, Market Data, Prime Brokerage
Education
Columbia College (NY)
BA
Bloomberg December 2013 - Present
Barclays Capital 2008 - December 2013
Lehman Brothers 2008 - 2008
Goldman Sachs 2006 - 2008
Goldman Sachs 2003 - 2008
Goldman Sachs 2003 - 2006
JP Morgan Private Banking 2000 - 2002
JPMorgan Chase VARS/Global Market Risk 2000 - 2002
Open Systems Techno 1990 - 2002
S&P/Monchik Weber 1982 - 1986
Skills
G++, Java, Mockito, TestNG, FIX, QuickFIX, Appia, Ultra Low Latency, OpenWRT, IntelliJ IDEA, Java Concurrency, C++0x, Realtime Programming, Linux application..., Multi-threaded..., Perl, Trading Systems, Derivatives, Fixed Income, Market Data, Prime Brokerage
Education
Columbia College (NY)
BA
Bud Bentley's Lehman Brothers Experience December 1991 - November 1996
Job Founder, Principal, The Highline Group
Industry Financial Services
Experience
Highline Group January 2008 - Present
Macquarie Group May 2010 - May 2012
BlackRock October 2006 - January 2008
Merrill Lynch Investment Managers September 1999 - October 2006
Miller Anderson & Sherrerd / Morgan Stanley November 1996 - September 1999
Lehman Brothers December 1991 - November 1996
Morgan Stanley 1985 - 1991
Skills
Trading Systems, Vendor Management, Hedge Funds, Financial Services, Equities, Asset Managment, Derivatives, Management, Enterprise Architecture, IT Strategy, PMO, Infrastructure, Project Management, Investment Management, Investment Banking, IT Management, Fixed Income, Program Management, Risk Management, SDLC, Capital Markets, Disaster Recovery, Business Analysis, Asset Management, Project Portfolio..., Outsourcing, Software Project..., Governance, Portfolio Management, Technology Management, Change Management, Strategy, Operations Management, Integration, Requirements Analysis, Project Delivery, Business Transformation, Executive Management, Electronic Trading, Requirements Gathering
Education
Colorado State University 1980 — 1981
BS, Economics
Highline Group January 2008 - Present
Macquarie Group May 2010 - May 2012
BlackRock October 2006 - January 2008
Merrill Lynch Investment Managers September 1999 - October 2006
Miller Anderson & Sherrerd / Morgan Stanley November 1996 - September 1999
Lehman Brothers December 1991 - November 1996
Morgan Stanley 1985 - 1991
Skills
Trading Systems, Vendor Management, Hedge Funds, Financial Services, Equities, Asset Managment, Derivatives, Management, Enterprise Architecture, IT Strategy, PMO, Infrastructure, Project Management, Investment Management, Investment Banking, IT Management, Fixed Income, Program Management, Risk Management, SDLC, Capital Markets, Disaster Recovery, Business Analysis, Asset Management, Project Portfolio..., Outsourcing, Software Project..., Governance, Portfolio Management, Technology Management, Change Management, Strategy, Operations Management, Integration, Requirements Analysis, Project Delivery, Business Transformation, Executive Management, Electronic Trading, Requirements Gathering
Education
Colorado State University 1980 — 1981
BS, Economics
Shaun Terry's Lehman Brothers Experience 2002 - 2008
Job Mobile Software Developer
Industry Computer Software
Experience
Lehman Brothers 2002 - 2008
Sun Microsystems 1996 - 2002
Merrill Lynch 1991 - 1996
Skills
iPhone, Java, Objective-C, Android, MySQL, Mobile Applications, Blackberry, JMS, TIBCO, JavaScript, J2EE, XML, Software Development, Web Services, AJAX, SQL, Ant, JSP, Architecture, Tomcat, HTML, JSON, Mobile Software, JDBC, Servlets, Software Engineering, Object Oriented Design, OOP, Database Design, Web Applications, Java Enterprise Edition, REST, Design Patterns, Android Development
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1980 — 1984
BS, Computer Science
New Bedford High School
Lehman Brothers 2002 - 2008
Sun Microsystems 1996 - 2002
Merrill Lynch 1991 - 1996
Skills
iPhone, Java, Objective-C, Android, MySQL, Mobile Applications, Blackberry, JMS, TIBCO, JavaScript, J2EE, XML, Software Development, Web Services, AJAX, SQL, Ant, JSP, Architecture, Tomcat, HTML, JSON, Mobile Software, JDBC, Servlets, Software Engineering, Object Oriented Design, OOP, Database Design, Web Applications, Java Enterprise Edition, REST, Design Patterns, Android Development
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1980 — 1984
BS, Computer Science
New Bedford High School
Len Berman's Lehman Brothers Experience 2000 - 2005
Job Managing Director at First Manhattan Co.
Industry Financial Services
Experience
First Manhattan Co. 2006 - Present
Eton Park 2005 - 2006
Lehman Brothers 2000 - 2005
Lehman Brothers 1995 - 1999
Skills
Investments, Equities, Fixed Income, Portfolio Management, Investment Management
Education
Columbia University - Columbia Business School 1991 — 1995
MBA, Finance / Value Investing
Columbia University School of Law 1991 — 1995
JD, Law
Princeton University 1985 — 1989
AB, cum laude, Politics
First Manhattan Co. 2006 - Present
Eton Park 2005 - 2006
Lehman Brothers 2000 - 2005
Lehman Brothers 1995 - 1999
Skills
Investments, Equities, Fixed Income, Portfolio Management, Investment Management
Education
Columbia University - Columbia Business School 1991 — 1995
MBA, Finance / Value Investing
Columbia University School of Law 1991 — 1995
JD, Law
Princeton University 1985 — 1989
AB, cum laude, Politics
Francis Chang's Lehman Brothers Experience 1999 - 2010
Job Partner and Portfolio Manager WCAS Fraser Sullivan
Industry Investment Management
Experience
WCAS Fraser Sullivan Investment Management, LLC September 2011 - Present
Lehman Brothers 1999 - 2010
Lehman Brothers September 1999 - April 2008
Skills
High Yield, Capital Markets, Hedge Funds, Alternative Investments, Fixed Income, Leveraged Finance, Investment Banking, Private Equity, Credit Analysis, Equities, Corporate Finance, Asset Managment, Portfolio Management, LBO
Education
Colgate University 1984 — 1987
BA, Economics
WCAS Fraser Sullivan Investment Management, LLC September 2011 - Present
Lehman Brothers 1999 - 2010
Lehman Brothers September 1999 - April 2008
Skills
High Yield, Capital Markets, Hedge Funds, Alternative Investments, Fixed Income, Leveraged Finance, Investment Banking, Private Equity, Credit Analysis, Equities, Corporate Finance, Asset Managment, Portfolio Management, LBO
Education
Colgate University 1984 — 1987
BA, Economics
Rob Arancio's Lehman Brothers Experience May 1989 - September 2008
Job MD at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2007 - Present
Neuberger Berman March 2007 - Present
Lehman Brothers May 1989 - September 2008
Education
Columbia Engineering 1984 — 1988
B.S., INDUSTRIAL ENGINEERING
Neuberger Berman March 2007 - Present
Neuberger Berman March 2007 - Present
Lehman Brothers May 1989 - September 2008
Education
Columbia Engineering 1984 — 1988
B.S., INDUSTRIAL ENGINEERING
Ramiro Ordonez's Lehman Brothers Experience August 2008 - October 2008
Job Vice President of Engineering at Intelligent Markets
Industry Financial Services
Experience
Intelligent Markets May 2012 - Present
Citigroup September 2011 - August 2012
Barclays Capital April 2010 - September 2011
Charles River Development November 2008 - April 2010
Lehman Brothers August 2008 - October 2008
Robeco Investment Management February 2006 - May 2008
Citigroup Asset Management June 2004 - February 2006
MONY Group 1998 - 2001
Skills
SDLC
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2004
BS, Computer Science
Fordham University 1999 — 2002
BA, Mathematics
Intelligent Markets May 2012 - Present
Citigroup September 2011 - August 2012
Barclays Capital April 2010 - September 2011
Charles River Development November 2008 - April 2010
Lehman Brothers August 2008 - October 2008
Robeco Investment Management February 2006 - May 2008
Citigroup Asset Management June 2004 - February 2006
MONY Group 1998 - 2001
Skills
SDLC
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2004
BS, Computer Science
Fordham University 1999 — 2002
BA, Mathematics
Frank Maher's Lehman Brothers Experience October 1996 - May 1999
Job Principal at Scout Strategic Advisors
Industry Investment Banking
Experience
Scout Strategic Advisors January 2012 - Present
KeyBanc Capital Markets October 2009 - December 2011
Morgan Joseph & Co. April 2007 - October 2009
Dresdner Kleinwort January 2002 - December 2006
Wasserstein Perella May 1999 - December 2001
Lehman Brothers October 1996 - May 1999
The Chase Manhattan Bank May 1989 - September 1996
Skills
Food Industry, Beverage Industry, Alcoholic Beverages, Sporting Goods, Tobacco, Household Products, Consumer Products, Retail Industry, Strategic Advisory, Financial Advisory, Strategic Planning, Strategy Development, Mergers, Financial Analysis, Mergers & Acquisitions, Retail, Strategy, Housewares, Capital Structure, New Business Development, Management, Valuation, Finance, Investment Banking, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Leveraged Finance, Private Placements, Venture Capital, Capital Markets, M&A experience
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Columbia College (NY) 1981 — 1985
B.A., Psychology, Economics, and Art History
Hackley School 1979 — 1981
Scout Strategic Advisors January 2012 - Present
KeyBanc Capital Markets October 2009 - December 2011
Morgan Joseph & Co. April 2007 - October 2009
Dresdner Kleinwort January 2002 - December 2006
Wasserstein Perella May 1999 - December 2001
Lehman Brothers October 1996 - May 1999
The Chase Manhattan Bank May 1989 - September 1996
Skills
Food Industry, Beverage Industry, Alcoholic Beverages, Sporting Goods, Tobacco, Household Products, Consumer Products, Retail Industry, Strategic Advisory, Financial Advisory, Strategic Planning, Strategy Development, Mergers, Financial Analysis, Mergers & Acquisitions, Retail, Strategy, Housewares, Capital Structure, New Business Development, Management, Valuation, Finance, Investment Banking, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Leveraged Finance, Private Placements, Venture Capital, Capital Markets, M&A experience
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Columbia College (NY) 1981 — 1985
B.A., Psychology, Economics, and Art History
Hackley School 1979 — 1981
Jason Halpern's Lehman Brothers Experience June 2006 - May 2008
Job Software Engineer, Podcaster
Industry Computer Software
Experience
The Common People Podcast September 2014 - Present
SecondMarket, Inc. April 2013 - June 2014
Amazon June 2012 - August 2012
Coverago May 2009 - December 2010
Market Bridges July 2008 - January 2009
Lehman Brothers June 2006 - May 2008
Skills
Ruby on Rails, Ruby, JavaScript, jQuery, Bootstrap, Java, Spring Framework, Amazon Web Services..., MongoDB, Software Development, Product Management, Databases, Algorithms, Hadoop, Start-ups, Git, Web Development
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Computer Science
New York University 2010 — 2011
Computer Science
Cornell University 2002 — 2006
BS, Applied Economics and Management
The Common People Podcast September 2014 - Present
SecondMarket, Inc. April 2013 - June 2014
Amazon June 2012 - August 2012
Coverago May 2009 - December 2010
Market Bridges July 2008 - January 2009
Lehman Brothers June 2006 - May 2008
Skills
Ruby on Rails, Ruby, JavaScript, jQuery, Bootstrap, Java, Spring Framework, Amazon Web Services..., MongoDB, Software Development, Product Management, Databases, Algorithms, Hadoop, Start-ups, Git, Web Development
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Computer Science
New York University 2010 — 2011
Computer Science
Cornell University 2002 — 2006
BS, Applied Economics and Management
Joseph Pizzarelli's Lehman Brothers Experience 1993 - 2003
Job Chief Operating Officer at Desert Wind Studios LLC
Industry Financial Services
Experience
Desert Wind Studios LLC September 2012 - Present
Desert Wind Films October 2012 - Present
Cortview Capital Holdings Inc February 2011 - May 2011
Chapdelaine Credit Partners May 2010 - February 2011
Banc of America Securities May 2005 - April 2009
Lehman Brothers 1993 - 2003
Willkie Farr & Gallagher LLP 1990 - 1993
Skills
Credit, Liquidity, Funding, Rates, Fixed Income, Equities, Debt, Bonds, Cash Management, Financial Markets, Back Office, Series 7, Treasury Management, Securities, Cash, Financial Services
Education
Colgate University 1986 — 1990
BA, Political Science
Desert Wind Studios LLC September 2012 - Present
Desert Wind Films October 2012 - Present
Cortview Capital Holdings Inc February 2011 - May 2011
Chapdelaine Credit Partners May 2010 - February 2011
Banc of America Securities May 2005 - April 2009
Lehman Brothers 1993 - 2003
Willkie Farr & Gallagher LLP 1990 - 1993
Skills
Credit, Liquidity, Funding, Rates, Fixed Income, Equities, Debt, Bonds, Cash Management, Financial Markets, Back Office, Series 7, Treasury Management, Securities, Cash, Financial Services
Education
Colgate University 1986 — 1990
BA, Political Science
Christopher Moriarty's Lehman Brothers Experience July 2005 - September 2008
Job Managing Director at Stifel, Nicilaus & Co.
Industry Capital Markets
Experience
Stifel, Nicilaus & Co. August 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Barclays Capital September 2008 - April 2012
Lehman Brothers July 2005 - September 2008
Standard & Poor's February 1995 - June 2005
United States Navy 1971 - 2001
Pearce Mayer & Greer 1988 - 1990
Skills
Certified Public..., Series 7, Real Estate Brokerage..., Bonds, Structured Finance, Fixed Income, Capital Markets, Securitization, Public Finance, Investment Banking, Financial Structuring, Asset Managment, Investor Relations, Financial Modeling, Credit Analysis, Securities, Valuation, Equities, Portfolio Management, Real Estate Economics, Investments, Structured Products, Alternative Investments, Private Equity, Asset Management, Hedge Funds, Finance
Education
Columbia Business School 1977 — 1979
Masters in Business Adminstration, Finance and Accounting
Columbia College (NY) 1967 — 1971
Bacheor of Arts, Political Science
Francis C Hammond High School
Francis C Hammond High School
Francis C Hammond High School
Stifel, Nicilaus & Co. August 2015 - Present
Wells Fargo Securities June 2012 - June 2015
Barclays Capital September 2008 - April 2012
Lehman Brothers July 2005 - September 2008
Standard & Poor's February 1995 - June 2005
United States Navy 1971 - 2001
Pearce Mayer & Greer 1988 - 1990
Skills
Certified Public..., Series 7, Real Estate Brokerage..., Bonds, Structured Finance, Fixed Income, Capital Markets, Securitization, Public Finance, Investment Banking, Financial Structuring, Asset Managment, Investor Relations, Financial Modeling, Credit Analysis, Securities, Valuation, Equities, Portfolio Management, Real Estate Economics, Investments, Structured Products, Alternative Investments, Private Equity, Asset Management, Hedge Funds, Finance
Education
Columbia Business School 1977 — 1979
Masters in Business Adminstration, Finance and Accounting
Columbia College (NY) 1967 — 1971
Bacheor of Arts, Political Science
Francis C Hammond High School
Francis C Hammond High School
Francis C Hammond High School
Courtney Walker's Lehman Brothers Experience 2006 - 2008
Job Relationship Manager for Financial Services, Real Estate, Social Impact, CPG & Retail at Berkeley Haas
Industry Staffing and Recruiting
Experience
Haas School of Business October 2012 - Present
Deutsche Bank March 2010 - September 2012
Weil Gotshal and Manges November 2008 - October 2009
Barclays Capital September 2008 - November 2008
Lehman Brothers 2006 - 2008
CitiStaffing 2004 - 2006
ALES GROUPE - LIERAC - PHYTO - CARON -DUCASTEL - PHYTOSPECIFIC 2002 - 2004
Skills
Talent Management, Talent Acquisition, Investment Banking, Investments, Capital Markets, Recruiting, Fixed Income, Strategy, Human Resources, Equities, Hedge Funds, Securities, Risk Management, Private Equity
Education
New York University 2005 — 2006
Masters of Social Work (MSW)
Colgate University 1998 — 2002
BA, Sociology
New Rochelle High School
Haas School of Business October 2012 - Present
Deutsche Bank March 2010 - September 2012
Weil Gotshal and Manges November 2008 - October 2009
Barclays Capital September 2008 - November 2008
Lehman Brothers 2006 - 2008
CitiStaffing 2004 - 2006
ALES GROUPE - LIERAC - PHYTO - CARON -DUCASTEL - PHYTOSPECIFIC 2002 - 2004
Skills
Talent Management, Talent Acquisition, Investment Banking, Investments, Capital Markets, Recruiting, Fixed Income, Strategy, Human Resources, Equities, Hedge Funds, Securities, Risk Management, Private Equity
Education
New York University 2005 — 2006
Masters of Social Work (MSW)
Colgate University 1998 — 2002
BA, Sociology
New Rochelle High School
Omar Fonteboa's Lehman Brothers Experience January 2003 - June 2004
Job Category Manager/SME, Category Management Facilities
Industry Financial Services
Experience
Pfizer Inc. June 2004 - October 2011
Lehman Brothers January 2003 - June 2004
Roberto Coin Ltd July 2000 - November 2002
Credit Suisse First Boston 2000 - 2002
Roberto Coin Ltd. February 2000 - July 2000
Textile Home Classics April 1997 - February 2000
Education
Columbia College (NY)
Bachelor of Science (BS), Psychology
Pfizer Inc. June 2004 - October 2011
Lehman Brothers January 2003 - June 2004
Roberto Coin Ltd July 2000 - November 2002
Credit Suisse First Boston 2000 - 2002
Roberto Coin Ltd. February 2000 - July 2000
Textile Home Classics April 1997 - February 2000
Education
Columbia College (NY)
Bachelor of Science (BS), Psychology
Amir Saffarian's Lehman Brothers Experience 2005 - 2006
Job Enterprise Content Management
Industry Information Technology and Services
Experience
International Medical Corps 2014 - Present
First Republic Bank 2006 - 2014
Lehman Brothers 2005 - 2006
Univision Communications Inc. 2005 - 2005
Citi 2005 - 2005
Citizens Bank, now part of FirstMerit Bank, N.A. 2003 - 2005
Riggs Bank 2000 - 2003
Skills
Visio, Vendor Management, Project Management, Microsoft SQL Server, Testing, SharePoint, SQL, Requirements Analysis, Process Improvement, Oracle, Software Project..., Product Management, Software Development, Program Management, Process Engineering, XML, Java, SDLC, Solution Architecture, SOA, Unix, Business Analysis, Requirements Gathering, IT Management
Education
Columbia Engineering
Master of Science (M.S.), Industrial Engineering
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (M.B.A.), Information Systems Management
Hofstra University
Bachelor of Science (B.S.), Industrial Engineering - Minors: Computer Sci. & Mathematics
International Medical Corps 2014 - Present
First Republic Bank 2006 - 2014
Lehman Brothers 2005 - 2006
Univision Communications Inc. 2005 - 2005
Citi 2005 - 2005
Citizens Bank, now part of FirstMerit Bank, N.A. 2003 - 2005
Riggs Bank 2000 - 2003
Skills
Visio, Vendor Management, Project Management, Microsoft SQL Server, Testing, SharePoint, SQL, Requirements Analysis, Process Improvement, Oracle, Software Project..., Product Management, Software Development, Program Management, Process Engineering, XML, Java, SDLC, Solution Architecture, SOA, Unix, Business Analysis, Requirements Gathering, IT Management
Education
Columbia Engineering
Master of Science (M.S.), Industrial Engineering
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (M.B.A.), Information Systems Management
Hofstra University
Bachelor of Science (B.S.), Industrial Engineering - Minors: Computer Sci. & Mathematics
Pankaj Jha's Lehman Brothers Experience 1998 - 2002
Job Senior Quantitative financial Services Professional
Industry Financial Services
Experience
Independent Consultant November 2014 - Present
GHF Group October 2011 - October 2014
EXL (Inductis) 2010 - 2011
Deutsche bank November 2009 - August 2010
Federal Reserve Bank of New York August 2009 - November 2009
RBS Greenwich Capital 2006 - 2008
Citigroup 2004 - 2005
JPMorgan Chase 2002 - 2004
Lehman Brothers 1998 - 2002
Skills
Strategy, Fixed Income Analysis, Mortgage Lending, Fixed Income, Corporate Finance, MBS, Management, Currency, Analytics, Capital Markets, Asset Managment, Derivatives, Equity Derivatives, Proprietary Trading, Bloomberg, Foreign Exchange, Financial Modeling, Equities, Trading, Technical Analysis, Investments, Asset Management, Economics
Education
Columbia University in the City of New York 1994 — 1997
Doctor of Philosophy (Ph.D.) ( ABD)
Columbia University - Fu Foundation School of Engineering and Applied Science 1992 — 1994
MS, Applied Mathematics
Marquette University 1990 — 1992
MS, Applied Phyiscs and Mathematics
Claremont high school 1980 — 1984
Independent Consultant November 2014 - Present
GHF Group October 2011 - October 2014
EXL (Inductis) 2010 - 2011
Deutsche bank November 2009 - August 2010
Federal Reserve Bank of New York August 2009 - November 2009
RBS Greenwich Capital 2006 - 2008
Citigroup 2004 - 2005
JPMorgan Chase 2002 - 2004
Lehman Brothers 1998 - 2002
Skills
Strategy, Fixed Income Analysis, Mortgage Lending, Fixed Income, Corporate Finance, MBS, Management, Currency, Analytics, Capital Markets, Asset Managment, Derivatives, Equity Derivatives, Proprietary Trading, Bloomberg, Foreign Exchange, Financial Modeling, Equities, Trading, Technical Analysis, Investments, Asset Management, Economics
Education
Columbia University in the City of New York 1994 — 1997
Doctor of Philosophy (Ph.D.) ( ABD)
Columbia University - Fu Foundation School of Engineering and Applied Science 1992 — 1994
MS, Applied Mathematics
Marquette University 1990 — 1992
MS, Applied Phyiscs and Mathematics
Claremont high school 1980 — 1984
Vincent Kumaradjaja's Lehman Brothers Experience June 1991 - September 1995
Job Head of Risk Management, Global Fixed Income & Liquidity at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management May 2010 - Present
Sandelman Partners November 2006 - January 2010
Nomura Securities September 1998 - June 2006
Jardine Flemings February 1997 - May 1998
Merrill Lynch May 1996 - February 1997
Nomura Holding America September 1995 - September 1996
Lehman Brothers June 1991 - September 1995
Bear Stearns April 1989 - June 1991
Education
Columbia Engineering 1987 — 1989
MS, Electrical Engineering
Columbia Engineering 1983 — 1987
BS, Electrical Engineering
JP Morgan Asset Management May 2010 - Present
Sandelman Partners November 2006 - January 2010
Nomura Securities September 1998 - June 2006
Jardine Flemings February 1997 - May 1998
Merrill Lynch May 1996 - February 1997
Nomura Holding America September 1995 - September 1996
Lehman Brothers June 1991 - September 1995
Bear Stearns April 1989 - June 1991
Education
Columbia Engineering 1987 — 1989
MS, Electrical Engineering
Columbia Engineering 1983 — 1987
BS, Electrical Engineering
Scott Goldsmith's Lehman Brothers Experience June 2000 - September 2003
Job High Yield Credit Analyst at HSBC Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management March 2013 - Present
WCAS Fraser Sullivan September 2011 - June 2012
Lehman Brothers Estate May 2010 - September 2011
MF Global November 2009 - May 2010
Invesco Ltd. April 2007 - May 2009
ING Investment Management September 2003 - April 2007
Lehman Brothers June 2000 - September 2003
Skills
High Yield, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Bloomberg, Equities, Valuation, Private Equity, Asset Managment, Credit Derivatives, Leveraged Finance, Portfolio Management, Investment Banking, Buy-side, Financial Modeling, Bonds, Structured Finance, Credit Analysis, LBO
Education
Colgate University 1995 — 1999
BA, Economics
HSBC Global Asset Management March 2013 - Present
WCAS Fraser Sullivan September 2011 - June 2012
Lehman Brothers Estate May 2010 - September 2011
MF Global November 2009 - May 2010
Invesco Ltd. April 2007 - May 2009
ING Investment Management September 2003 - April 2007
Lehman Brothers June 2000 - September 2003
Skills
High Yield, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Bloomberg, Equities, Valuation, Private Equity, Asset Managment, Credit Derivatives, Leveraged Finance, Portfolio Management, Investment Banking, Buy-side, Financial Modeling, Bonds, Structured Finance, Credit Analysis, LBO
Education
Colgate University 1995 — 1999
BA, Economics
Pamela Juni, CFP®'s Lehman Brothers Experience 1978 - 1990
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 1993 - Present
Ark Asset Management March 1990 - May 1993
Lehman Brothers 1978 - 1990
Education
College for Financial Planning 2000 — 2003
Certification as Financial Planner, Financial Planning
New York University 1974 — 1977
B.S., Education
Ameriprise Financial Services, Inc. June 1993 - Present
Ark Asset Management March 1990 - May 1993
Lehman Brothers 1978 - 1990
Education
College for Financial Planning 2000 — 2003
Certification as Financial Planner, Financial Planning
New York University 1974 — 1977
B.S., Education
Paula Hardek's Lehman Brothers Experience 2003 - 2008
Job Early Elementary Education
Industry Primary/Secondary Education
Experience
Spanish Sprouts @ Scribbles Preschool January 2015 - Present
Scribbles Preschool September 2014 - Present
Mount Tabor Elementary School September 2013 - May 2014
Mt. Tabor Elementary School September 2012 - May 2013
Lehman Brothers 2003 - 2008
Lehman Brothers 2000 - 2003
NJ Division of Vocational Rehabilitation Services 1997 - 2001
Skills
Employee Relations, Talent Management, Recruiting, Onboarding, Succession Planning, Organizational...
Education
College of Saint Elizabeth 2009 — 2010
NJ Certification P-3 Grade, Early Childhood Education and Teaching
New York University
B.A., Psychology
Spanish Sprouts @ Scribbles Preschool January 2015 - Present
Scribbles Preschool September 2014 - Present
Mount Tabor Elementary School September 2013 - May 2014
Mt. Tabor Elementary School September 2012 - May 2013
Lehman Brothers 2003 - 2008
Lehman Brothers 2000 - 2003
NJ Division of Vocational Rehabilitation Services 1997 - 2001
Skills
Employee Relations, Talent Management, Recruiting, Onboarding, Succession Planning, Organizational...
Education
College of Saint Elizabeth 2009 — 2010
NJ Certification P-3 Grade, Early Childhood Education and Teaching
New York University
B.A., Psychology
Jim Seery's Lehman Brothers Experience 1999 - 2009
Job Partner at RiverBirch Capital
Industry Banking
Experience
RiverBirch Capital May 2012 - Present
Sidley Austin May 2009 - May 2012
Barclays Capital September 2008 - May 2009
Lehman Brothers 1999 - 2009
Skills
Capital Markets, Private Equity, Financial Structuring, Equity Derivatives, Portfolio Management, Hedge Funds, Corporate Finance, Securities, Investment Banking, Asset Management, Structured Finance, Emerging Markets, Fixed Income, Alternative Investments, Bloomberg, Structured Products, Investments, Mergers & Acquisitions, Derivatives, Leveraged Finance, Loans, Credit, Trading, High Yield, Financial Markets, Equities, Bonds, Financial Institutions, LBO, Valuation, Credit Derivatives, Private Placements, Special Situations, Restructuring, Venture Capital
Education
Colgate University 1980 — 1984
Walt Whitman High School
RiverBirch Capital May 2012 - Present
Sidley Austin May 2009 - May 2012
Barclays Capital September 2008 - May 2009
Lehman Brothers 1999 - 2009
Skills
Capital Markets, Private Equity, Financial Structuring, Equity Derivatives, Portfolio Management, Hedge Funds, Corporate Finance, Securities, Investment Banking, Asset Management, Structured Finance, Emerging Markets, Fixed Income, Alternative Investments, Bloomberg, Structured Products, Investments, Mergers & Acquisitions, Derivatives, Leveraged Finance, Loans, Credit, Trading, High Yield, Financial Markets, Equities, Bonds, Financial Institutions, LBO, Valuation, Credit Derivatives, Private Placements, Special Situations, Restructuring, Venture Capital
Education
Colgate University 1980 — 1984
Walt Whitman High School
Charles Millard's Lehman Brothers Experience 2001 - 2004
Job Head of Pension Relations at Citigroup
Industry Financial Services
Experience
Citigroup Overseee Citigroup's relationships with corporate and public pensions in Markets and across the firm; organize annual pension conference.Director / CEOU.S. Pension Benefit Guaranty Corporation2007 - 2009
BP Direct Securities 2004 - 2007
Lehman Brothers 2001 - 2004
NYC Economic Development Corporation 1995 - 1999
Skills
Equities, Investments, Management, Mergers & Acquisitions, Management Consulting, Private Equity, Leadership, Strategic Planning, Corporate Finance, Financial Analysis, Public Speaking, Investment Banking, Fixed Income, Alternative Investments
Education
Columbia Law School 1982 — 1985
J.D.
College of the Holy Cross 1975 — 1979
B.A. Honors, Religious Studies
Citigroup Overseee Citigroup's relationships with corporate and public pensions in Markets and across the firm; organize annual pension conference.Director / CEOU.S. Pension Benefit Guaranty Corporation2007 - 2009
BP Direct Securities 2004 - 2007
Lehman Brothers 2001 - 2004
NYC Economic Development Corporation 1995 - 1999
Skills
Equities, Investments, Management, Mergers & Acquisitions, Management Consulting, Private Equity, Leadership, Strategic Planning, Corporate Finance, Financial Analysis, Public Speaking, Investment Banking, Fixed Income, Alternative Investments
Education
Columbia Law School 1982 — 1985
J.D.
College of the Holy Cross 1975 — 1979
B.A. Honors, Religious Studies
Lindalee Mulligan's Lehman Brothers Experience January 1985 - March 1992
Job Lacrosse Coach at St. Catherine's School
Industry Sports
Experience
St. Catherine's School February 2004 - Present
Tucker Anthony March 1992 - September 1995
Lehman Brothers January 1985 - March 1992
Skills
Social Media, Event Planning, Event Management, Marketing, Social Media Marketing
Education
VCU - Art Foundation Program 1996 — 1999
Colgate University 1980 — 1984
BA, Economics
George School
St. Catherine's School February 2004 - Present
Tucker Anthony March 1992 - September 1995
Lehman Brothers January 1985 - March 1992
Skills
Social Media, Event Planning, Event Management, Marketing, Social Media Marketing
Education
VCU - Art Foundation Program 1996 — 1999
Colgate University 1980 — 1984
BA, Economics
George School
Charles Mims's Lehman Brothers Experience 2003 - 2005
Job Information Technology and Services Professional
Industry Computer & Network Security
Experience
Carefree of Colorado April 2010 - Present
CSN Innovations December 2007 - April 2009
Baxa Corporation October 2005 - December 2007
Lehman Brothers 2003 - 2005
CIBER, Inc. April 1999 - July 2001
Compex 1996 - 1999
Skills
Network Security, Active Directory, Disaster Recovery, IT Management, Troubleshooting, Networking, Network Administration, VMware, VPN, DNS, Citrix, Microsoft Exchange, Firewalls, Windows Server, Group Policy
Education
Colorado Technical University 2001 — 2003
Masters, Computer Science
Northern Arizona University, College of Business Administration 1991 — 1994
Bachelors, Computer Information Systems
Carefree of Colorado April 2010 - Present
CSN Innovations December 2007 - April 2009
Baxa Corporation October 2005 - December 2007
Lehman Brothers 2003 - 2005
CIBER, Inc. April 1999 - July 2001
Compex 1996 - 1999
Skills
Network Security, Active Directory, Disaster Recovery, IT Management, Troubleshooting, Networking, Network Administration, VMware, VPN, DNS, Citrix, Microsoft Exchange, Firewalls, Windows Server, Group Policy
Education
Colorado Technical University 2001 — 2003
Masters, Computer Science
Northern Arizona University, College of Business Administration 1991 — 1994
Bachelors, Computer Information Systems
Jacob Worenklein's Lehman Brothers Experience April 1993 - September 1996
Job Founder, Chairman and Chief Executive Officer at US Grid Company
Industry Utilities
Experience
US Grid Company January 2015 - Present
Committee for Eonomic Development (CED) 2001 - Present
Akin Gump Strauss Hauer & Feld LLP January 2012 - December 2014
Bingham McCutchen January 2010 - January 2012
US Power Generating Company April 2003 - September 2008
Societe Generale September 1996 - April 2003
Lehman Brothers April 1993 - September 1996
Milbank, Tweed, Hadley & McCloy LLP September 1973 - April 1993
Committee for Economic Development (CED) January 1970 - August 1973
Office of the President, New York City Council June 1967 - December 1969
Skills
Mergers, Corporate Governance, Power Industry, Energy, Corporate Finance, Project finance, Project Finance, Public Policy, IPO, Management, Strategic Planning, Portfolio Management, Securities, Economics, Structured Finance, Electrical Industry, Risk Management, Due Diligence, Finance, Joint Ventures, Investment Banking, Asset Managment, Emerging Markets, Strategy, Valuation, Mergers & Acquisitions, Restructuring, Executive Management, Private Equity, Private Placements, Policy, Corporate Development, Asset Management, Equities, Banking, Negotiation, Contract Negotiation, Venture Capital, Start-ups, Acquisitions, Financial Structuring, Leveraged Finance, Hedge Funds, Capital Markets, Project Management, Working Capital..., Green Infrastructure, Forecasting, Team Leadership, Financial Reporting
Education
New York University - Leonard N. Stern School of Business 1970 — 1973
MBA, Finance, Economics
New York University School of Law 1970 — 1973
JD, MBA (Economics and Finance)
Columbia College (NY) 1966 — 1969
BA, Political Science, Economics
US Grid Company January 2015 - Present
Committee for Eonomic Development (CED) 2001 - Present
Akin Gump Strauss Hauer & Feld LLP January 2012 - December 2014
Bingham McCutchen January 2010 - January 2012
US Power Generating Company April 2003 - September 2008
Societe Generale September 1996 - April 2003
Lehman Brothers April 1993 - September 1996
Milbank, Tweed, Hadley & McCloy LLP September 1973 - April 1993
Committee for Economic Development (CED) January 1970 - August 1973
Office of the President, New York City Council June 1967 - December 1969
Skills
Mergers, Corporate Governance, Power Industry, Energy, Corporate Finance, Project finance, Project Finance, Public Policy, IPO, Management, Strategic Planning, Portfolio Management, Securities, Economics, Structured Finance, Electrical Industry, Risk Management, Due Diligence, Finance, Joint Ventures, Investment Banking, Asset Managment, Emerging Markets, Strategy, Valuation, Mergers & Acquisitions, Restructuring, Executive Management, Private Equity, Private Placements, Policy, Corporate Development, Asset Management, Equities, Banking, Negotiation, Contract Negotiation, Venture Capital, Start-ups, Acquisitions, Financial Structuring, Leveraged Finance, Hedge Funds, Capital Markets, Project Management, Working Capital..., Green Infrastructure, Forecasting, Team Leadership, Financial Reporting
Education
New York University - Leonard N. Stern School of Business 1970 — 1973
MBA, Finance, Economics
New York University School of Law 1970 — 1973
JD, MBA (Economics and Finance)
Columbia College (NY) 1966 — 1969
BA, Political Science, Economics
Maja Orekar's Lehman Brothers Experience July 2002 - June 2005
Job .
Industry Real Estate
Experience
Credit Suisse September 2006 - June 2010
Lehman Brothers July 2002 - June 2005
Goldman Sachs July 2000 - June 2002
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2005 — 2006
MSRED, Real Estate Development
Columbia College (NY) 1996 — 2000
BA, Economics
Credit Suisse September 2006 - June 2010
Lehman Brothers July 2002 - June 2005
Goldman Sachs July 2000 - June 2002
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2005 — 2006
MSRED, Real Estate Development
Columbia College (NY) 1996 — 2000
BA, Economics
Alexander Rikun's Lehman Brothers Experience June 2005 - August 2006
Job Ph.D.
Industry Financial Services
Experience
Analysis Group September 2011 - Present
MIT September 2006 - May 2011
IBM Research GmbH - Zurich Research Laboratory June 2009 - August 2009
Analytics Operations Engineering June 2008 - August 2008
Lehman Brothers June 2005 - August 2006
Skills
Operations Research, Mathematical Modeling, R, Machine Learning, Applied Mathematics, Statistics, Algorithms, Data Mining, Matlab, Stochastic Modeling, Statistical Modeling, Stochastic Processes, Communications Audits, Monte Carlo Simulation, LaTeX, Data Analysis, Quantitative Analytics, Quantitative Finance, SAS, Numerical Analysis
Education
Massachusetts Institute of Technology 2006 — 2011
Ph.D
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2011
Ph.D.
Columbia Engineering 2001 — 2005
Bachelors in Applied Math, Minor in Economics
amity high shcool
Analysis Group September 2011 - Present
MIT September 2006 - May 2011
IBM Research GmbH - Zurich Research Laboratory June 2009 - August 2009
Analytics Operations Engineering June 2008 - August 2008
Lehman Brothers June 2005 - August 2006
Skills
Operations Research, Mathematical Modeling, R, Machine Learning, Applied Mathematics, Statistics, Algorithms, Data Mining, Matlab, Stochastic Modeling, Statistical Modeling, Stochastic Processes, Communications Audits, Monte Carlo Simulation, LaTeX, Data Analysis, Quantitative Analytics, Quantitative Finance, SAS, Numerical Analysis
Education
Massachusetts Institute of Technology 2006 — 2011
Ph.D
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2011
Ph.D.
Columbia Engineering 2001 — 2005
Bachelors in Applied Math, Minor in Economics
amity high shcool
Warun Kumar's Lehman Brothers Experience 2007 - September 2008
Job Managing Partner at Varick Asset Management
Industry Financial Services
Experience
Varick Asset Management July 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers 2007 - September 2008
Sigma Advisors 2003 - 2007
Volaris Advisors 2001 - 2003
Robertson Stephens 1999 - 2001
JP Morgan Chase 1993 - 1999
Education
Columbia Engineering 1989 — 1993
BS, Mechanical Engineering
Varick Asset Management July 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers 2007 - September 2008
Sigma Advisors 2003 - 2007
Volaris Advisors 2001 - 2003
Robertson Stephens 1999 - 2001
JP Morgan Chase 1993 - 1999
Education
Columbia Engineering 1989 — 1993
BS, Mechanical Engineering
Daniel Whang's Lehman Brothers Experience 2000 - 2008
Job
Industry Investment Management
Experience
B. Riley LLC 2008 - 2009
Lehman Brothers 2000 - 2008
Ernst & Young 1996 - 2000
Education
University of Chicago
MBA, Finance & Marketing
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Mechanical Engineering
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Mechanical Engineering
New York University
Certificate, International Business & Finance
B. Riley LLC 2008 - 2009
Lehman Brothers 2000 - 2008
Ernst & Young 1996 - 2000
Education
University of Chicago
MBA, Finance & Marketing
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Mechanical Engineering
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Mechanical Engineering
New York University
Certificate, International Business & Finance
Sudhanshu Kajbaje's Lehman Brothers Experience March 2006 - September 2008
Job Derivatives Trader
Industry Capital Markets
Experience
Nomura December 2012 - Present
Barclays Capital January 2010 - December 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers March 2006 - September 2008
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2006
MS, Financial Engineering
Nomura December 2012 - Present
Barclays Capital January 2010 - December 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers March 2006 - September 2008
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2006
MS, Financial Engineering
Jan McFarren's Lehman Brothers Experience 2003 - 2004
Job Senior Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2011 - Present
Comcast 2006 - 2008
Lehman Brothers 2003 - 2004
Skills
Business Analysis, Process Engineering, User Interface Design
Education
Colorado Technical University-Greenwood Village 2008 — 2009
M.S., Project Management & IT Management
Charles Schwab January 2011 - Present
Comcast 2006 - 2008
Lehman Brothers 2003 - 2004
Skills
Business Analysis, Process Engineering, User Interface Design
Education
Colorado Technical University-Greenwood Village 2008 — 2009
M.S., Project Management & IT Management
Carla Reisinger's Lehman Brothers Experience January 1978 - January 1999
Job Administrative Assistant West Suburban Bank
Industry Banking
Experience
NorthSide Community Bank January 2006 - September 2013
ALAJOBI REHABILITATION SERVICES January 2004 - January 2006
MCDONOUGH ASSOCIATES, INC January 2002 - January 2004
EUGENE C. HUNZIKER & ASSOCIATES, INC January 1999 - January 2002
Lehman Brothers January 1978 - January 1999
Skills
Special Assets Managment, Administrative Office..., Client Relations Skills, Quality Assurance, Supervisory Experience, Flexibility, Adaptable to Changes, Problem Solving, Commercial Lending, Confidentiality, Commodity, Loan Servicing, Asset Management, Management, Microsoft Office, Strategic Planning, Outlook, Customer Service, Team Building, Microsoft Word, Microsoft Excel
Education
College of DuPage
NorthSide Community Bank January 2006 - September 2013
ALAJOBI REHABILITATION SERVICES January 2004 - January 2006
MCDONOUGH ASSOCIATES, INC January 2002 - January 2004
EUGENE C. HUNZIKER & ASSOCIATES, INC January 1999 - January 2002
Lehman Brothers January 1978 - January 1999
Skills
Special Assets Managment, Administrative Office..., Client Relations Skills, Quality Assurance, Supervisory Experience, Flexibility, Adaptable to Changes, Problem Solving, Commercial Lending, Confidentiality, Commodity, Loan Servicing, Asset Management, Management, Microsoft Office, Strategic Planning, Outlook, Customer Service, Team Building, Microsoft Word, Microsoft Excel
Education
College of DuPage
Colleen Prostor's Lehman Brothers Experience 1998 - 2000
Job
Industry
Experience
Morgan Stanley July 2003 - July 2011
Lehman Brothers 1998 - 2000
Education
Fordham University 2004 — 2008
Master of Business Administration (M.B.A.), Finance and Business Management
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Economics
Morgan Stanley July 2003 - July 2011
Lehman Brothers 1998 - 2000
Education
Fordham University 2004 — 2008
Master of Business Administration (M.B.A.), Finance and Business Management
College of the Holy Cross 1994 — 1998
Bachelor of Arts (B.A.), Economics
Daniel McGovern, CFA's Lehman Brothers Experience 2001 - 2003
Job Senior Vice President at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2014 - Present
BlackRock 2008 - 2014
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 2004 - 2005
Lehman Brothers 2001 - 2003
Fidelity Investments 1996 - 2000
Eaton Vance 1994 - 1996
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Mutual Funds, Series 7, Investments, Valuation, Portfolio Management, Investment Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA)
College of the Holy Cross 1990 — 1994
BA, Economics
Franklin Templeton Investments September 2014 - Present
BlackRock 2008 - 2014
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 2004 - 2005
Lehman Brothers 2001 - 2003
Fidelity Investments 1996 - 2000
Eaton Vance 1994 - 1996
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Mutual Funds, Series 7, Investments, Valuation, Portfolio Management, Investment Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA)
College of the Holy Cross 1990 — 1994
BA, Economics
Eric Spahr's Lehman Brothers Experience January 2003 - December 2009
Job President Basel Solutions, Inc
Industry Banking
Experience
Barclays 2009 - 2011
Lehman Brothers January 2003 - December 2009
Skills
Business Analysis, Regulatory Requirements, Regulatory Filings, Regulatory Capital, Banking, Derivatives, Financial Risk, Risk Management
Education
Columbia College (NY)
BA, Economic History
Barclays 2009 - 2011
Lehman Brothers January 2003 - December 2009
Skills
Business Analysis, Regulatory Requirements, Regulatory Filings, Regulatory Capital, Banking, Derivatives, Financial Risk, Risk Management
Education
Columbia College (NY)
BA, Economic History
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS