Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
Lehman Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lehman Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Lehman Brothers Salaries. You can even request information on how much does Lehman Brothers pay if you want to. Learn about salaries, pros and cons of working for Lehman Brothers directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Daniel E Williams Daniel E Williams's Lehman Brothers Experience 2004 - 2007
Job CEO at Rod and Tubing Services
Industry Oil & Energy
Experience
Rod and Tubing Services August 2013 - Present
Ascent Equity Group June 2012 - Present
CCMP Capital 2007 - 2010
Lehman Brothers 2004 - 2007
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Mergers, Investments, Financial Analysis, Restructuring, Due Diligence, Capital Markets, LBO, Investment Banking, Equities, Valuation, Growth Capital, Corporate Development, Capital, M&A experience, Venture Capital, Business Valuation
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Southern Methodist University 2000 — 2004
BBA, Finance
Rod and Tubing Services August 2013 - Present
Ascent Equity Group June 2012 - Present
CCMP Capital 2007 - 2010
Lehman Brothers 2004 - 2007
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Mergers, Investments, Financial Analysis, Restructuring, Due Diligence, Capital Markets, LBO, Investment Banking, Equities, Valuation, Growth Capital, Corporate Development, Capital, M&A experience, Venture Capital, Business Valuation
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Southern Methodist University 2000 — 2004
BBA, Finance
Rodney J. Clark Rodney J. Clark's Lehman Brothers Experience 2003 - 2005
Job Aspect Consumer Partners / Maher Advisors
Industry Investment Banking
Experience
Aspect Consumer Partners / Maher Advisors 2013 - Present
Mammography Reporting System 2004 - Present
Canaccord Genuity Inc. January 2011 - June 2013
Presidio Financial Partners 2008 - 2011
Piper Jaffray March 2005 - February 2008
Lehman Brothers 2003 - 2005
Thomas Weisel Partners 2000 - 2003
Montgomery Securities March 1996 - 1999
Skills
Natural & Organic, Consumer Products, Retail, Food & Beverage, Sporting Goods, Ingredients, Nutrition, Supplements, Footwear, Apparel, Investment Banking, M&A experience, Equities, Private Placements, Private Equity, Banking, Mergers, Business Strategy, E-commerce, Fundraising, Forecasting, Financial Analysis, Hospitality, Negotiation, Contract Negotiation, New Business Development, Strategic Planning, Tax, Underwriting, Mergers & Acquisitions, Corporate Development, Valuation, Venture Capital, Due Diligence, Strategy, Corporate Finance, Financial Modeling, Management Consulting, Financial Structuring, IPO, Divestitures, Business Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Accounting
University of Washington 1985 — 1989
BA, Business Administration
Aspect Consumer Partners / Maher Advisors 2013 - Present
Mammography Reporting System 2004 - Present
Canaccord Genuity Inc. January 2011 - June 2013
Presidio Financial Partners 2008 - 2011
Piper Jaffray March 2005 - February 2008
Lehman Brothers 2003 - 2005
Thomas Weisel Partners 2000 - 2003
Montgomery Securities March 1996 - 1999
Skills
Natural & Organic, Consumer Products, Retail, Food & Beverage, Sporting Goods, Ingredients, Nutrition, Supplements, Footwear, Apparel, Investment Banking, M&A experience, Equities, Private Placements, Private Equity, Banking, Mergers, Business Strategy, E-commerce, Fundraising, Forecasting, Financial Analysis, Hospitality, Negotiation, Contract Negotiation, New Business Development, Strategic Planning, Tax, Underwriting, Mergers & Acquisitions, Corporate Development, Valuation, Venture Capital, Due Diligence, Strategy, Corporate Finance, Financial Modeling, Management Consulting, Financial Structuring, IPO, Divestitures, Business Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Accounting
University of Washington 1985 — 1989
BA, Business Administration
Joel R. Mogy, CFA, CLPF Joel R. Mogy, CFA, CLPF's Lehman Brothers Experience 1961 - 1968
Job Investment Counselor
Industry Financial Services
Experience
Joel R. Mogy Investment Counsel Inc. 1976 - Present
Clark, Mogy & Browne Investment Counselors 1968 - 1976
Lehman Brothers 1961 - 1968
Skills
Investment Counseling, Fixed Income, Equities, Trustee, Estate Planning, Charitable Trusts
Education
Columbia University - Columbia Business School 1959 — 1961
Master of Business Administration (MBA), Finance
Stanford University 1955 — 1959
Bachelor of Arts, History, Economics & Political Science
Joel R. Mogy Investment Counsel Inc. 1976 - Present
Clark, Mogy & Browne Investment Counselors 1968 - 1976
Lehman Brothers 1961 - 1968
Skills
Investment Counseling, Fixed Income, Equities, Trustee, Estate Planning, Charitable Trusts
Education
Columbia University - Columbia Business School 1959 — 1961
Master of Business Administration (MBA), Finance
Stanford University 1955 — 1959
Bachelor of Arts, History, Economics & Political Science
Carla Holtze Carla Holtze's Lehman Brothers Experience 2002 - 2007
Job CEO, Founder of Parrable
Industry Computer Software
Experience
Parrable March 2014 - Present
Have to Have June 2010 - February 2014
Economist Intelligence Unit January 2009 - November 2010
Goji Gourmet June 2009 - September 2009
Lehman Brothers 2002 - 2007
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University - Graduate School of Journalism 2007 — 2008
MS
Northwestern University 1998 — 2002
BS, Economics & Communications Studies
Parrable March 2014 - Present
Have to Have June 2010 - February 2014
Economist Intelligence Unit January 2009 - November 2010
Goji Gourmet June 2009 - September 2009
Lehman Brothers 2002 - 2007
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University - Graduate School of Journalism 2007 — 2008
MS
Northwestern University 1998 — 2002
BS, Economics & Communications Studies
Troy Doll Troy Doll's Lehman Brothers Experience June 2006 - January 2008
Job Managing Director at Kroll Bond Rating Agency, Inc.
Industry Commercial Real Estate
Experience
Kroll Bond Rating Agency, Inc. March 2011 - Present
Realpoint LLC September 2008 - March 2011
Lehman Brothers June 2006 - January 2008
Standard & Poor's November 2004 - June 2006
Marriott International Inc. October 2003 - November 2004
Dechert LLP January 1999 - October 2003
Tenzer Greenblatt LLP June 1996 - January 1999
Skills
Securitization, Underwriting, Debt, Real Estate, CMBS, Real Estate Finance, Structured Finance, Capital Markets, Loans, Credit Analysis, Real Estate Economics, Due Diligence, Syndications, Commercial Real Estate, Asset Management, Disposition, Finance, Restructuring, Valuation, Investments, Portfolio Management, Financial Modeling, Securities, Acquisitions, Financial Structuring, Investment Banking, Real Estate Financing, Commercial Mortgages, Credit, Bonds, Fixed Income, Credit Risk
Education
Columbia University School of Law 1994 — 1997
JD
New York University 1990 — 1994
BS, Economics
New York University - Leonard N. Stern School of Business 1990 — 1994
B.S., Economics
Kroll Bond Rating Agency, Inc. March 2011 - Present
Realpoint LLC September 2008 - March 2011
Lehman Brothers June 2006 - January 2008
Standard & Poor's November 2004 - June 2006
Marriott International Inc. October 2003 - November 2004
Dechert LLP January 1999 - October 2003
Tenzer Greenblatt LLP June 1996 - January 1999
Skills
Securitization, Underwriting, Debt, Real Estate, CMBS, Real Estate Finance, Structured Finance, Capital Markets, Loans, Credit Analysis, Real Estate Economics, Due Diligence, Syndications, Commercial Real Estate, Asset Management, Disposition, Finance, Restructuring, Valuation, Investments, Portfolio Management, Financial Modeling, Securities, Acquisitions, Financial Structuring, Investment Banking, Real Estate Financing, Commercial Mortgages, Credit, Bonds, Fixed Income, Credit Risk
Education
Columbia University School of Law 1994 — 1997
JD
New York University 1990 — 1994
BS, Economics
New York University - Leonard N. Stern School of Business 1990 — 1994
B.S., Economics
Matthew Koch Matthew Koch's Lehman Brothers Experience 2006 - 2008
Job Chief Operating Officer Wholesale Credit and Market Risk at Wells Fargo
Industry Investment Management
Experience
Wells Fargo December 2014 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2011 - 2013
Credit Suisse 2010 - 2011
Barclays Investment Bank September 2008 - December 2008
Lehman Brothers 2006 - 2008
Lehman Brothers 2003 - 2006
Lehman Brothers 2001 - 2003
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Municipal Bonds, High Yield Bonds, Corporate Finance, Credit Analysis, Portfolio Management, Public Finance, Distressed Debt, Leveraged Finance, Capital Markets, Investment Banking, Debt Restructuring, Finance, Bonds, Investments, Financial Modeling
Education
Columbia University - Columbia Business School 2009 — 2010
Master of Business Administration (MBA), Finance
University of San Francisco 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo December 2014 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2011 - 2013
Credit Suisse 2010 - 2011
Barclays Investment Bank September 2008 - December 2008
Lehman Brothers 2006 - 2008
Lehman Brothers 2003 - 2006
Lehman Brothers 2001 - 2003
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Municipal Bonds, High Yield Bonds, Corporate Finance, Credit Analysis, Portfolio Management, Public Finance, Distressed Debt, Leveraged Finance, Capital Markets, Investment Banking, Debt Restructuring, Finance, Bonds, Investments, Financial Modeling
Education
Columbia University - Columbia Business School 2009 — 2010
Master of Business Administration (MBA), Finance
University of San Francisco 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Bruce Kaufman Bruce Kaufman's Lehman Brothers Experience July 1990 - May 1993
Job Consulting/Investment Banking
Industry Investment Banking
Experience
Young America Capital, LLC June 2012 - Present
BA Kaufman & Company, Inc. January 2011 - Present
Compass Advisers December 2002 - December 2010
Winfield Capital Corporation September 1998 - June 2005
York Research Corporation November 2002 - June 2004
Loeb Partners April 1998 - December 2002
Rockwater International Group, Ltd. August 1993 - December 1998
Lehman Brothers July 1990 - May 1993
Rothschild September 1986 - August 1988
Coopers & Lybrand August 1982 - September 1986
Skills
Private Equity, Investment Banking, Valuation, Corporate Finance, Mergers, Venture Capital, M&A experience, Capital Markets, Restructuring, Corporate Development, Due Diligence, Equities, Financial Modeling, Financial Structuring, Private Placements, Buyouts, Securities, LBO, Alternative Investments, Financial Analysis, Investor Relations, Mergers & Acquisitions, Start-ups, Capital, Entrepreneurship, Business Valuation, Investments, IPO, Structured Finance
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance, Marketing, Management, Int.'l
University at Albany, SUNY 1978 — 1982
BS, Accounting, Economics
Great Neck North Sr. High School 1974 — 1978
Young America Capital, LLC June 2012 - Present
BA Kaufman & Company, Inc. January 2011 - Present
Compass Advisers December 2002 - December 2010
Winfield Capital Corporation September 1998 - June 2005
York Research Corporation November 2002 - June 2004
Loeb Partners April 1998 - December 2002
Rockwater International Group, Ltd. August 1993 - December 1998
Lehman Brothers July 1990 - May 1993
Rothschild September 1986 - August 1988
Coopers & Lybrand August 1982 - September 1986
Skills
Private Equity, Investment Banking, Valuation, Corporate Finance, Mergers, Venture Capital, M&A experience, Capital Markets, Restructuring, Corporate Development, Due Diligence, Equities, Financial Modeling, Financial Structuring, Private Placements, Buyouts, Securities, LBO, Alternative Investments, Financial Analysis, Investor Relations, Mergers & Acquisitions, Start-ups, Capital, Entrepreneurship, Business Valuation, Investments, IPO, Structured Finance
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance, Marketing, Management, Int.'l
University at Albany, SUNY 1978 — 1982
BS, Accounting, Economics
Great Neck North Sr. High School 1974 — 1978
Christopher Leppla Christopher Leppla's Lehman Brothers Experience 2000 - 2002
Job Managing Director at Potomac Research Group
Industry Financial Services
Experience
Potomac Research Group July 2012 - Present
Washington Research Group 2004 - 2012
Blaylock & Partners 2002 - 2004
Lehman Brothers 2000 - 2002
Skills
FINRA Series 7 & 63
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
University of California, Davis
Bachelor's Degree, Agricultural Economics
Potomac Research Group July 2012 - Present
Washington Research Group 2004 - 2012
Blaylock & Partners 2002 - 2004
Lehman Brothers 2000 - 2002
Skills
FINRA Series 7 & 63
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
University of California, Davis
Bachelor's Degree, Agricultural Economics
David Sheng David Sheng's Lehman Brothers Experience July 2005 - September 2005
Job Fixed Income Institutional Sales at HSBC
Industry Financial Services
Experience
HSBC August 2012 - Present
Morgan Stanley July 2006 - July 2012
Morgan Stanley July 2006 - November 2008
Lehman Brothers July 2005 - September 2005
Skills
Fixed Income, Bloomberg, Financial Modeling, Derivatives, Valuation, Equities, Hedge Funds, Bloomberg Terminal, Investment Banking, Capital Markets, Portfolio Management, Asset Managment, Investments, Bonds, Series 7, Trading, Rates, FX Options, Asset Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Executive MBA
Princeton University 2002 — 2006
AB, Economics
HSBC August 2012 - Present
Morgan Stanley July 2006 - July 2012
Morgan Stanley July 2006 - November 2008
Lehman Brothers July 2005 - September 2005
Skills
Fixed Income, Bloomberg, Financial Modeling, Derivatives, Valuation, Equities, Hedge Funds, Bloomberg Terminal, Investment Banking, Capital Markets, Portfolio Management, Asset Managment, Investments, Bonds, Series 7, Trading, Rates, FX Options, Asset Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Executive MBA
Princeton University 2002 — 2006
AB, Economics
Brian Coyne Brian Coyne's Lehman Brothers Experience August 2000 - August 2001
Job VP Investor Relations & Financial Planning at Fusion
Industry Information Services
Experience
Fusion March 2015 - Present
National Alliance Capital Markets December 2013 - February 2015
3rdRev LLC April 2010 - December 2013
Wedge Partners June 2009 - March 2010
FBR Capital Markets March 2004 - August 2008
Needham & Company March 2002 - March 2004
Lehman Brothers August 2000 - August 2001
UBS June 1996 - August 2000
Skills
Corporate Finance, Investment Banking, Private Equity, Mergers, Investments, Research, Equities, Securities, Valuation, Equity Research, Financial Modeling, Hedge Funds, Asset Managment, Capital Markets, Venture Capital, Due Diligence, Financial Analysis, DCF, Series 7, Series 79, Series 63, Corporate Development, Private Placements, Finance, Strategy, Asset Management, M&A experience, FINRA, Mergers & Acquisitions, Alternative Investments, Investor Relations, Capital Raising, Equity Valuation, Financial Markets, Investment Strategies, Financial Structuring
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Vanderbilt University 1987 — 1991
BA
Fusion March 2015 - Present
National Alliance Capital Markets December 2013 - February 2015
3rdRev LLC April 2010 - December 2013
Wedge Partners June 2009 - March 2010
FBR Capital Markets March 2004 - August 2008
Needham & Company March 2002 - March 2004
Lehman Brothers August 2000 - August 2001
UBS June 1996 - August 2000
Skills
Corporate Finance, Investment Banking, Private Equity, Mergers, Investments, Research, Equities, Securities, Valuation, Equity Research, Financial Modeling, Hedge Funds, Asset Managment, Capital Markets, Venture Capital, Due Diligence, Financial Analysis, DCF, Series 7, Series 79, Series 63, Corporate Development, Private Placements, Finance, Strategy, Asset Management, M&A experience, FINRA, Mergers & Acquisitions, Alternative Investments, Investor Relations, Capital Raising, Equity Valuation, Financial Markets, Investment Strategies, Financial Structuring
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Vanderbilt University 1987 — 1991
BA
Jay Shevins Jay Shevins's Lehman Brothers Experience June 1987 - May 1995
Job IT Portfolio and Project Manager/NYC Technology Development Corporation
Industry Information Technology and Services
Experience
NYC Technology Development Corporation January 2013 - Present
The Joey Company April 2012 - December 2012
Morgan Stanley 2011 - April 2012
Bank of America Merrill Lynch 2000 - 2010
Citigroup/Salomon Smith Barney July 1995 - July 2000
Lehman Brothers June 1987 - May 1995
Skills
Risk Management, Financial Services, Project Management, Finance, Fixed Income, Capital Markets, Equities, Credit Derivatives, Trading Systems, Portfolio Management, Management, Financial Reporting, Derivatives, Financial Risk, Business Analysis, Banking, Business Process, Analytics, Investments, PMO, SDLC, Investment Banking, Financial Markets, Trading, Asset Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance/Marketing
Columbia University in the City of New York 1978 — 1982
BA, Economics
Yeshivah of Flatbush 1974 — 1978
High School Diploma
NYC Technology Development Corporation January 2013 - Present
The Joey Company April 2012 - December 2012
Morgan Stanley 2011 - April 2012
Bank of America Merrill Lynch 2000 - 2010
Citigroup/Salomon Smith Barney July 1995 - July 2000
Lehman Brothers June 1987 - May 1995
Skills
Risk Management, Financial Services, Project Management, Finance, Fixed Income, Capital Markets, Equities, Credit Derivatives, Trading Systems, Portfolio Management, Management, Financial Reporting, Derivatives, Financial Risk, Business Analysis, Banking, Business Process, Analytics, Investments, PMO, SDLC, Investment Banking, Financial Markets, Trading, Asset Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance/Marketing
Columbia University in the City of New York 1978 — 1982
BA, Economics
Yeshivah of Flatbush 1974 — 1978
High School Diploma
Jackie Chan's Lehman Brothers Experience June 2008 - August 2008
Job Director at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners March 2011 - Present
Greenhill & Co. September 2009 - March 2011
New York Angels September 2008 - May 2009
Lehman Brothers June 2008 - August 2008
Accenture August 2003 - June 2007
Skills
Mergers, Financial Modeling, Private Equity, Valuation, Corporate Finance, Due Diligence, Venture Capital, Financial Analysis, Investment Banking, Management, Restructuring, Investments, Capital Markets, Strategy
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
University of California, Berkeley 1999 — 2003
B.S., B.A., Electrical Engineering and Computer Science, Applied Mathematics in Systems Theory
Perella Weinberg Partners March 2011 - Present
Greenhill & Co. September 2009 - March 2011
New York Angels September 2008 - May 2009
Lehman Brothers June 2008 - August 2008
Accenture August 2003 - June 2007
Skills
Mergers, Financial Modeling, Private Equity, Valuation, Corporate Finance, Due Diligence, Venture Capital, Financial Analysis, Investment Banking, Management, Restructuring, Investments, Capital Markets, Strategy
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
University of California, Berkeley 1999 — 2003
B.S., B.A., Electrical Engineering and Computer Science, Applied Mathematics in Systems Theory
Giovanna Carollo Carter Giovanna Carollo Carter's Lehman Brothers Experience 2007 - 2007
Job Principal, Duncan Family Office
Industry Investment Management
Experience
Martin Currie Investment Management 2010 - 2014
Credit Suisse 2008 - 2010
Karrig Strategic Capital 2007 - 2008
Lehman Brothers 2007 - 2007
Collins Stewart 2005 - 2006
UniCredit 2002 - 2005
Skills
Equities, Equity Research, Portfolio Management, Emerging Markets, Investments, Valuation, Investment Management, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Long/Short Equity, Event-driven, Global Macro
Education
London Business School 2006 — 2008
MBA, Finance
Columbia University - Columbia Business School
Value Investing
Harvard University, John F. Kennedy School of Government
Investment Decisions and Behavioral Finance
Università Commerciale 'Luigi Bocconi'
Business Administration
Martin Currie Investment Management 2010 - 2014
Credit Suisse 2008 - 2010
Karrig Strategic Capital 2007 - 2008
Lehman Brothers 2007 - 2007
Collins Stewart 2005 - 2006
UniCredit 2002 - 2005
Skills
Equities, Equity Research, Portfolio Management, Emerging Markets, Investments, Valuation, Investment Management, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Long/Short Equity, Event-driven, Global Macro
Education
London Business School 2006 — 2008
MBA, Finance
Columbia University - Columbia Business School
Value Investing
Harvard University, John F. Kennedy School of Government
Investment Decisions and Behavioral Finance
Università Commerciale 'Luigi Bocconi'
Business Administration
Amy P. Gadol Amy P. Gadol's Lehman Brothers Experience March 2000 - February 2005
Job Principal at Matryx Services International
Industry Management Consulting
Experience
Matryx Services International April 2014 - Present
Cushman & Wakefield February 2005 - March 2014
Lehman Brothers March 2000 - February 2005
Bankers Trust Company 1981 - 1999
Skills
Operations Management, Team Leadership, Human Resources..., Financial Management..., Expense Reduction..., Business Continuity..., Acquisition Integration..., Project Management, Process Management, Change Management, Regulatory Compliance, Corporate Real Estate
Education
Columbia University - Columbia Business School
MBA, International Business and Finance
Georgetown University
BSFS, International Relations
Matryx Services International April 2014 - Present
Cushman & Wakefield February 2005 - March 2014
Lehman Brothers March 2000 - February 2005
Bankers Trust Company 1981 - 1999
Skills
Operations Management, Team Leadership, Human Resources..., Financial Management..., Expense Reduction..., Business Continuity..., Acquisition Integration..., Project Management, Process Management, Change Management, Regulatory Compliance, Corporate Real Estate
Education
Columbia University - Columbia Business School
MBA, International Business and Finance
Georgetown University
BSFS, International Relations
Mike Beyman's Lehman Brothers Experience May 2007 - August 2007
Job MBA Candidate, Columbia Business School
Industry Broadcast Media
Experience
CNBC June 2010 - June 2015
WVBR-FM September 2006 - May 2010
WVBR-FM April 2009 - April 2010
Lehman Brothers May 2007 - August 2007
Skills
Television, News Writing, Business News, Documentaries, Breaking News, Field Producing, Storytelling, Editing, Entertainment, Radio, Social Media, AP Style, New Media, Producing, Video, Facebook, Editorial, Wine Tasting, Field Production
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
BA, Economics
King Low Heywood Thomas
CNBC June 2010 - June 2015
WVBR-FM September 2006 - May 2010
WVBR-FM April 2009 - April 2010
Lehman Brothers May 2007 - August 2007
Skills
Television, News Writing, Business News, Documentaries, Breaking News, Field Producing, Storytelling, Editing, Entertainment, Radio, Social Media, AP Style, New Media, Producing, Video, Facebook, Editorial, Wine Tasting, Field Production
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
BA, Economics
King Low Heywood Thomas
Jeanette Maister (Leeds)'s Lehman Brothers Experience July 2004 - November 2008
Job U.S. Managing Director at WCN
Industry Human Resources
Experience
WCN December 2012 - Present
Columbia Business School September 2013 - Present
Credit Suisse March 2010 - December 2012
Gartner August 2009 - February 2010
Lehman Brothers July 2004 - November 2008
IBM June 2003 - August 2003
Lehman Brothers September 2000 - July 2002
Fallon McElligott June 1998 - August 2000
howies January 1997 - April 1997
Skills
Talent Management, Applicant Tracking..., Program Management, Analytics, College Recruiting, Graduate Recruitment, Compensation, Onboarding, Strategy, Recruiting, Employer Branding, Internet Recruiting, Marketing, New Business Development, Talent Acquisition, Sourcing, Business Development, Business Analysis, Human Resources, CRM, Interviews, Training, Management, Vendor Management, Project Management, Hiring, Executive Search, Consulting, Networking, Performance Management, Contract Negotiation, Change Management, Leadership, Business Planning, Start-ups
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Management
Washington University 1994 — 1998
BA, Psychology
West Essex High School
WCN December 2012 - Present
Columbia Business School September 2013 - Present
Credit Suisse March 2010 - December 2012
Gartner August 2009 - February 2010
Lehman Brothers July 2004 - November 2008
IBM June 2003 - August 2003
Lehman Brothers September 2000 - July 2002
Fallon McElligott June 1998 - August 2000
howies January 1997 - April 1997
Skills
Talent Management, Applicant Tracking..., Program Management, Analytics, College Recruiting, Graduate Recruitment, Compensation, Onboarding, Strategy, Recruiting, Employer Branding, Internet Recruiting, Marketing, New Business Development, Talent Acquisition, Sourcing, Business Development, Business Analysis, Human Resources, CRM, Interviews, Training, Management, Vendor Management, Project Management, Hiring, Executive Search, Consulting, Networking, Performance Management, Contract Negotiation, Change Management, Leadership, Business Planning, Start-ups
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Management
Washington University 1994 — 1998
BA, Psychology
West Essex High School
Andrea Remyn Stone Andrea Remyn Stone's Lehman Brothers Experience 2002 - 2005
Job Chief Strategy Officer at Dealogic
Industry Information Technology and Services
Experience
Dealogic June 2015 - Present
Bloomberg June 2010 - May 2015
Standard & Poor's 2007 - 2010
The McGraw Hill Companies 2006 - 2008
The McGraw-Hill Companies 2005 - 2006
Lehman Brothers 2002 - 2005
K2 Digital 1999 - 2001
Wunderman Cato Johnson 1997 - 1999
MarketBridge 1996 - 1997
Skills
Product Development, P&L Management, Mergers, Private Equity, Valuation, Corporate Finance, Management, Executive Management, Start-ups, Business Development, Trading, Business Planning, Product Management, Business Strategy, Market Research, Strategic Planning, Competitive Analysis, Wealth Management, Financial Services, Mergers & Acquisitions, Equities, Asset Management, Hedge Funds, Corporate Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Duke University 1992 — 1995
BA, Art History
Columbia University - Columbia Business School 2009 — 2009
Executive Management Program, Leading Strategic Change and Growth
Dealogic June 2015 - Present
Bloomberg June 2010 - May 2015
Standard & Poor's 2007 - 2010
The McGraw Hill Companies 2006 - 2008
The McGraw-Hill Companies 2005 - 2006
Lehman Brothers 2002 - 2005
K2 Digital 1999 - 2001
Wunderman Cato Johnson 1997 - 1999
MarketBridge 1996 - 1997
Skills
Product Development, P&L Management, Mergers, Private Equity, Valuation, Corporate Finance, Management, Executive Management, Start-ups, Business Development, Trading, Business Planning, Product Management, Business Strategy, Market Research, Strategic Planning, Competitive Analysis, Wealth Management, Financial Services, Mergers & Acquisitions, Equities, Asset Management, Hedge Funds, Corporate Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Duke University 1992 — 1995
BA, Art History
Columbia University - Columbia Business School 2009 — 2009
Executive Management Program, Leading Strategic Change and Growth
Robert Buesing Robert Buesing's Lehman Brothers Experience July 2008 - August 2008
Job MBA Candidate, Columbia Business School ('16)
Industry Financial Services
Experience
ClearBridge Investments May 2015 - July 2015
Arch Capital September 2014 - December 2014
Barclays July 2009 - June 2014
Lehman Brothers July 2008 - August 2008
Skills
Capital Markets, Investment Banking, Hedging, Quantitative Analytics, Enterprise Risk..., Loans, Capital Structure, Bloomberg, Valuation, Financial Modeling, Fixed Income, Equities, Derivatives, LBO
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BA, Mathematics, Economics
ClearBridge Investments May 2015 - July 2015
Arch Capital September 2014 - December 2014
Barclays July 2009 - June 2014
Lehman Brothers July 2008 - August 2008
Skills
Capital Markets, Investment Banking, Hedging, Quantitative Analytics, Enterprise Risk..., Loans, Capital Structure, Bloomberg, Valuation, Financial Modeling, Fixed Income, Equities, Derivatives, LBO
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BA, Mathematics, Economics
CJ Muse CJ Muse's Lehman Brothers Experience 2000 - 2008
Job Senior Managing Director at Evercore
Industry Investment Banking
Experience
Evercore October 2014 - Present
ISI Group February 2014 - November 2014
Barclays Investment Bank 2008 - 2013
Lehman Brothers 2000 - 2008
Lehman Brothers 1998 - 2000
Lehman Brothers 1993 - 1996
Skills
Valuation, Capital Markets, Mergers & Acquisitions, Investment Banking, Derivatives, Equity Research, Financial Structuring, Finance, Risk Management, Hedging, Management, Equities, Semiconductors, Hedge Funds, Financial Modeling, Bloomberg, Sarbanes-Oxley Act, Fixed Income, Private Equity, Portfolio Management, IPO, Competitive Analysis, Financial Markets, LBO, M&A experience, Investments, Equity Derivatives, Securities, Equity Valuation, Asset Management, Venture Capital, Corporate Development, Financial Analysis, Corporate Finance, Business Strategy, Investment Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance
Georgetown University
Bachelor of Science (B.S.), Finance
Evercore October 2014 - Present
ISI Group February 2014 - November 2014
Barclays Investment Bank 2008 - 2013
Lehman Brothers 2000 - 2008
Lehman Brothers 1998 - 2000
Lehman Brothers 1993 - 1996
Skills
Valuation, Capital Markets, Mergers & Acquisitions, Investment Banking, Derivatives, Equity Research, Financial Structuring, Finance, Risk Management, Hedging, Management, Equities, Semiconductors, Hedge Funds, Financial Modeling, Bloomberg, Sarbanes-Oxley Act, Fixed Income, Private Equity, Portfolio Management, IPO, Competitive Analysis, Financial Markets, LBO, M&A experience, Investments, Equity Derivatives, Securities, Equity Valuation, Asset Management, Venture Capital, Corporate Development, Financial Analysis, Corporate Finance, Business Strategy, Investment Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance
Georgetown University
Bachelor of Science (B.S.), Finance
Arnie Friedland Arnie Friedland's Lehman Brothers Experience April 1998 - April 2000
Job Strategy, Tech, Marketing & Business Ops
Industry Management Consulting
Experience
Ride5 Group, LLC May 2007 - Present
Merrill Lynch 2005 - 2007
Credit Suisse First Boston 2004 - 2005
JPMorganChase 2003 - 2004
Goldman Sachs 2000 - 2003
Lehman Brothers April 1998 - April 2000
Bankers Trust April 1994 - April 1998
Skills
Marketing Strategy, Marketing, Advertising, Social Media, Brand Development, Management, Business Strategy, Digital Strategy, CRM, Strategy, Integrated Marketing, Digital Media, Risk Management, Digital Marketing, Brand Management, Executive Management, User Experience, Management Consulting, Interactive Marketing, Branding & Identity, Creative Services, Strategic Consulting, Web Design, Mobile Devices, Business Management, Technology Integration, Viewer Engagement, Application Development, Product Development, Financial Management, Personal Branding
Education
Columbia University - Columbia Business School
MBA
State University of New York - System
B.A.
Ride5 Group, LLC May 2007 - Present
Merrill Lynch 2005 - 2007
Credit Suisse First Boston 2004 - 2005
JPMorganChase 2003 - 2004
Goldman Sachs 2000 - 2003
Lehman Brothers April 1998 - April 2000
Bankers Trust April 1994 - April 1998
Skills
Marketing Strategy, Marketing, Advertising, Social Media, Brand Development, Management, Business Strategy, Digital Strategy, CRM, Strategy, Integrated Marketing, Digital Media, Risk Management, Digital Marketing, Brand Management, Executive Management, User Experience, Management Consulting, Interactive Marketing, Branding & Identity, Creative Services, Strategic Consulting, Web Design, Mobile Devices, Business Management, Technology Integration, Viewer Engagement, Application Development, Product Development, Financial Management, Personal Branding
Education
Columbia University - Columbia Business School
MBA
State University of New York - System
B.A.
Alkesh Shah Alkesh Shah's Lehman Brothers Experience 2006 - 2008
Job Global Lead Technology Desk Strategist
Industry Financial Services
Experience
Bank of America Merrill Lynch 2013 - Present
Evercore Partners 2009 - 2012
Lehman Brothers 2006 - 2008
Morgan Stanley 1994 - 2005
Skills
Hedge Funds, Equity Research, Telecommunications, Valuation, Investment Banking, Mergers, Finance, Series 7, Equities, Capital Markets, Mergers & Acquisitions, Investment Management, Investments, Financial Modeling, LBO, Private Equity, Alternative Investments, Bloomberg, Fixed Income, Equity Valuation, Emerging Markets, Equity Trading, Securities, Derivatives, Asset Management, IPO, High Yield, Investor Relations, Corporate Development, Equity Derivatives, Financial Markets, Portfolio Management, Financial Structuring, Investment Strategies, Bonds, Corporate Finance, Trading, Venture Capital
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Cornell University 1981 — 1985
BA
Stuyvesant High School
Bank of America Merrill Lynch 2013 - Present
Evercore Partners 2009 - 2012
Lehman Brothers 2006 - 2008
Morgan Stanley 1994 - 2005
Skills
Hedge Funds, Equity Research, Telecommunications, Valuation, Investment Banking, Mergers, Finance, Series 7, Equities, Capital Markets, Mergers & Acquisitions, Investment Management, Investments, Financial Modeling, LBO, Private Equity, Alternative Investments, Bloomberg, Fixed Income, Equity Valuation, Emerging Markets, Equity Trading, Securities, Derivatives, Asset Management, IPO, High Yield, Investor Relations, Corporate Development, Equity Derivatives, Financial Markets, Portfolio Management, Financial Structuring, Investment Strategies, Bonds, Corporate Finance, Trading, Venture Capital
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Cornell University 1981 — 1985
BA
Stuyvesant High School
Scott Goverman Scott Goverman's Lehman Brothers Experience 1987 - 1995
Job Vice President, Corporate Development at Encore Capital Group
Industry Financial Services
Experience
Encore Capital Group December 2012 - Present
Encore Capital Group October 2010 - December 2012
Paul Davis Restoration of Southern Riverside County 2004 - 2009
Science Applications International Corporation 2001 - 2004
Gateway Partners, Inc. 1998 - 2001
Crosswinds Capital Group, LLC 1995 - 1998
Lehman Brothers 1987 - 1995
Lehman Brothers 1985 - 1987
Skills
Mergers, Acquisitions, Corporate Development, Corporate Strategy..., Due Diligence, Deal Execution, Company Valuation, DCF Valuation, Financial Modeling, Negotiation, Leveraged Finance, Financial Structuring, Investment Banking, Mergers & Acquisitions, Business Planning, Leadership, Executive Management, Entrepreneurship, Business Strategy, Capital Markets, Finance, Private Equity
Education
Columbia University - Columbia Business School
MBA
University of Rochester
BA
Encore Capital Group December 2012 - Present
Encore Capital Group October 2010 - December 2012
Paul Davis Restoration of Southern Riverside County 2004 - 2009
Science Applications International Corporation 2001 - 2004
Gateway Partners, Inc. 1998 - 2001
Crosswinds Capital Group, LLC 1995 - 1998
Lehman Brothers 1987 - 1995
Lehman Brothers 1985 - 1987
Skills
Mergers, Acquisitions, Corporate Development, Corporate Strategy..., Due Diligence, Deal Execution, Company Valuation, DCF Valuation, Financial Modeling, Negotiation, Leveraged Finance, Financial Structuring, Investment Banking, Mergers & Acquisitions, Business Planning, Leadership, Executive Management, Entrepreneurship, Business Strategy, Capital Markets, Finance, Private Equity
Education
Columbia University - Columbia Business School
MBA
University of Rochester
BA
Terri Spath, CFA, CFP®'s Lehman Brothers Experience 1989 - 1991
Job Chief Investment Officer at Sierra Investment Management, Inc.
Industry Investment Management
Experience
Sierra Investment Management, Inc. August 2015 - Present
Mercer Advisors September 2011 - August 2015
TS Advisory 2005 - 2011
RSF Social Finance 2008 - 2010
Franklin Templeton Investments 1994 - 2004
Fidelity Investments 1993 - 1993
Phoenix Life Insurance Company 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Portfolio Management, Equity Research, Investments, Private Equity, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Strategy, Finance, Business Planning, Economics, Investor Relations, Asset Managment, Financial Modeling, Alternative Investments, Hedge Funds, Venture Capital, Debt, Capital Markets, Valuation, Managed Futures, Social Entrepreneurship, Project Finance, Asset Management, Fixed Income, Investment Management, Mutual Funds, Due Diligence, Investment Advisory, Securities, Financial Advisory, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
A.B., Economics, Psychology
Sierra Investment Management, Inc. August 2015 - Present
Mercer Advisors September 2011 - August 2015
TS Advisory 2005 - 2011
RSF Social Finance 2008 - 2010
Franklin Templeton Investments 1994 - 2004
Fidelity Investments 1993 - 1993
Phoenix Life Insurance Company 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Portfolio Management, Equity Research, Investments, Private Equity, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Strategy, Finance, Business Planning, Economics, Investor Relations, Asset Managment, Financial Modeling, Alternative Investments, Hedge Funds, Venture Capital, Debt, Capital Markets, Valuation, Managed Futures, Social Entrepreneurship, Project Finance, Asset Management, Fixed Income, Investment Management, Mutual Funds, Due Diligence, Investment Advisory, Securities, Financial Advisory, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
A.B., Economics, Psychology
Benoît Jamar Benoît Jamar's Lehman Brothers Experience January 1986 - May 1989
Job Partner at OBX
Industry Financial Services
Experience
OBX Partners, LLC April 2010 - Present
Vik Brothers International March 2004 - August 2009
Sheffield Merchant Banking / CRT February 2001 - February 2004
Donaldson, Lufkin & Jenrette May 1989 - February 2001
Lehman Brothers January 1986 - May 1989
Citibank August 1982 - January 1986
Skills
Restructuring, Corporate Finance, Mergers, Investment Banking, Valuation, Mergers & Acquisitions, Leveraged Finance, LBO, Due Diligence, Business Valuation, Financial Structuring, Strategic Planning, Private Equity, Venture Capital, Private Placements, Business Planning
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance and International Business
Université catholique de Louvain 1975 — 1980
Ingénieur Civil, Engineering
OBX Partners, LLC April 2010 - Present
Vik Brothers International March 2004 - August 2009
Sheffield Merchant Banking / CRT February 2001 - February 2004
Donaldson, Lufkin & Jenrette May 1989 - February 2001
Lehman Brothers January 1986 - May 1989
Citibank August 1982 - January 1986
Skills
Restructuring, Corporate Finance, Mergers, Investment Banking, Valuation, Mergers & Acquisitions, Leveraged Finance, LBO, Due Diligence, Business Valuation, Financial Structuring, Strategic Planning, Private Equity, Venture Capital, Private Placements, Business Planning
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance and International Business
Université catholique de Louvain 1975 — 1980
Ingénieur Civil, Engineering
Tom Karlo Tom Karlo's Lehman Brothers Experience August 2004 - March 2008
Job PM Lead, Android System User Interface, Google
Industry Internet
Experience
Google 2011 - Present
InSITE September 2002 - Present
Amazon.com August 2009 - August 2011
Independent Consultant May 2008 - July 2009
Lehman Brothers August 2004 - March 2008
Net2Phone January 2001 - August 2002
iKena November 1999 - December 2000
Impromptu October 1997 - October 1999
Cnet October 1996 - September 1997
Public Interactive 1995 - 1996
Skills
Software Design, Web Services, Product Management, Start-ups, Entrepreneurship, E-commerce, Venture Capital, Product Development, Strategy, Mobile Devices, Analytics, Financial Modeling, Mobile Applications, Mobile Technology, Mobile Design, Enterprise Software, Program Management, Business Development, Investment Banking, Valuation, Project Management, User Experience, Private Equity, Strategic Partnerships, User Interface Design, Management, Ruby on Rails, Cross-functional Team..., Mobile Internet, Requirements Analysis, Competitive Analysis, Corporate Development
Education
Massachusetts Institute of Technology 1993 — 1997
S.B.
Columbia University - Columbia Business School 2002 — 2004
M.B.A.
Columbia University - Graduate School of Journalism 1997 — 1998
M.S.
Stuyvesant High School 1989 — 1993
Google 2011 - Present
InSITE September 2002 - Present
Amazon.com August 2009 - August 2011
Independent Consultant May 2008 - July 2009
Lehman Brothers August 2004 - March 2008
Net2Phone January 2001 - August 2002
iKena November 1999 - December 2000
Impromptu October 1997 - October 1999
Cnet October 1996 - September 1997
Public Interactive 1995 - 1996
Skills
Software Design, Web Services, Product Management, Start-ups, Entrepreneurship, E-commerce, Venture Capital, Product Development, Strategy, Mobile Devices, Analytics, Financial Modeling, Mobile Applications, Mobile Technology, Mobile Design, Enterprise Software, Program Management, Business Development, Investment Banking, Valuation, Project Management, User Experience, Private Equity, Strategic Partnerships, User Interface Design, Management, Ruby on Rails, Cross-functional Team..., Mobile Internet, Requirements Analysis, Competitive Analysis, Corporate Development
Education
Massachusetts Institute of Technology 1993 — 1997
S.B.
Columbia University - Columbia Business School 2002 — 2004
M.B.A.
Columbia University - Graduate School of Journalism 1997 — 1998
M.S.
Stuyvesant High School 1989 — 1993
Steven Berkenfeld Steven Berkenfeld's Lehman Brothers Experience January 1987 - September 2008
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital October 2008 - Present
Lehman Brothers January 1987 - September 2008
Fried Frank October 1984 - January 1987
Education
Columbia Law School 1981 — 1984
JD
Cornell University 1977 — 1981
BS, Industrial and Labor Relations
Barclays Capital October 2008 - Present
Lehman Brothers January 1987 - September 2008
Fried Frank October 1984 - January 1987
Education
Columbia Law School 1981 — 1984
JD
Cornell University 1977 — 1981
BS, Industrial and Labor Relations
Anna (Konfisakhar) Geller Anna (Konfisakhar) Geller's Lehman Brothers Experience August 2008 - October 2008
Job Director, Business Analysis & Acquisitions at Deutsch Family Wine & Spirits
Industry Food & Beverages
Experience
WJ Deutsch & Sons, Ltd. January 2014 - Present
PepsiCo 2012 - January 2014
PepsiCo March 2010 - April 2012
Barclays Capital October 2008 - March 2010
Lehman Brothers August 2008 - October 2008
Chiron Capital April 2007 - May 2008
Lehman Brothers June 2007 - August 2007
DiamondCluster International May 2005 - June 2006
IBM/ Business Consulting Services 2003 - 2005
Skills
Mergers, Company Acquisitions, Valuation, Financial Modeling, M&A due diligence, M&A experience, Investment Banking, Corporate Development, New Business Development, Private Equity, Emerging Markets, Food & Beverage, Strategy, Mergers & Acquisitions, Corporate Finance, Due Diligence, Economics, Start-ups, Forecasting, Finance, Analytics
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Massachusettes Institute of Technology (MIT) / Sloan
B.S.
WJ Deutsch & Sons, Ltd. January 2014 - Present
PepsiCo 2012 - January 2014
PepsiCo March 2010 - April 2012
Barclays Capital October 2008 - March 2010
Lehman Brothers August 2008 - October 2008
Chiron Capital April 2007 - May 2008
Lehman Brothers June 2007 - August 2007
DiamondCluster International May 2005 - June 2006
IBM/ Business Consulting Services 2003 - 2005
Skills
Mergers, Company Acquisitions, Valuation, Financial Modeling, M&A due diligence, M&A experience, Investment Banking, Corporate Development, New Business Development, Private Equity, Emerging Markets, Food & Beverage, Strategy, Mergers & Acquisitions, Corporate Finance, Due Diligence, Economics, Start-ups, Forecasting, Finance, Analytics
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Massachusettes Institute of Technology (MIT) / Sloan
B.S.
Kayvan Parvin Kayvan Parvin's Lehman Brothers Experience July 2006 - May 2008
Job Director at KPMG Management Consulting
Industry Financial Services
Experience
KPMG August 2010 - Present
Equator, LLC June 2009 - June 2010
Lehman Brothers July 2006 - May 2008
Lehman Brothers August 2003 - July 2006
Skills
Excel, Asset Management, Hedge Funds, Fixed Income, Financial Modeling, Dodd-Frank, Financial Regulation, Form PF, Alternative Investments, Prime Brokerage, Business Strategy, Due Diligence, Leadership
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Tufts University 1999 — 2003
BA, Economics, Psychology
KPMG August 2010 - Present
Equator, LLC June 2009 - June 2010
Lehman Brothers July 2006 - May 2008
Lehman Brothers August 2003 - July 2006
Skills
Excel, Asset Management, Hedge Funds, Fixed Income, Financial Modeling, Dodd-Frank, Financial Regulation, Form PF, Alternative Investments, Prime Brokerage, Business Strategy, Due Diligence, Leadership
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Tufts University 1999 — 2003
BA, Economics, Psychology
Becky Yang Becky Yang's Lehman Brothers Experience 2002 - 2008
Job Expansion at WeWork
Industry Internet
Experience
WeWork 2015 - Present
Advisor 2012 - Present
Citigroup 2010 - 2012
Avantage Ventures 2009 - 2010
Clinton Foundation 2008 - 2009
Lehman Brothers 2002 - 2008
Skills
Financial Modeling, Emerging Markets, Hedge Funds, Alternative Investments, Venture Capital, Investment Banking, Fixed Income, Business Development, Capital Markets, Strategy, Entrepreneurship, Start-ups, Due Diligence, Business Strategy, Equities, Portfolio Management, Asset Management, Valuation, Private Equity, Finance, Investments, Corporate Finance, Corporate Development, Financial Services
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA)
Vanderbilt University 1998 — 2002
Bachelor of Science (B.S.), Human & Organizational Development/ Management of Information Systems, Cum Laude
WeWork 2015 - Present
Advisor 2012 - Present
Citigroup 2010 - 2012
Avantage Ventures 2009 - 2010
Clinton Foundation 2008 - 2009
Lehman Brothers 2002 - 2008
Skills
Financial Modeling, Emerging Markets, Hedge Funds, Alternative Investments, Venture Capital, Investment Banking, Fixed Income, Business Development, Capital Markets, Strategy, Entrepreneurship, Start-ups, Due Diligence, Business Strategy, Equities, Portfolio Management, Asset Management, Valuation, Private Equity, Finance, Investments, Corporate Finance, Corporate Development, Financial Services
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA)
Vanderbilt University 1998 — 2002
Bachelor of Science (B.S.), Human & Organizational Development/ Management of Information Systems, Cum Laude
Mark Peter Davis's Lehman Brothers Experience 2000 - 2000
Job Partner at Interplay Ventures
Industry Venture Capital & Private Equity
Experience
Interplay Ventures 2013 - Present
New York Venture Community January 2007 - Present
Columbia Venture Community December 2006 - Present
Primary Ventures 2011 - February 2014
Kohort 2011 - September 2012
Draper Fisher Jurvetson Gotham Ventures May 2006 - November 2010
Zotspot 2004 - 2007
KPMG: M&A Advisory 2002 - 2006
Bain & Company 2001 - 2002
Lehman Brothers 2000 - 2000
Skills
Venture Capital, Entrepreneurship, Angel Investing, Start-ups, Corporate Development, Private Equity, Mergers, Due Diligence, Commercialization, Business Strategy, Valuation, Management Consulting, Financial Modeling, Strategy, Investments, Management, Strategic Partnerships
Education
Columbia University - Columbia Business School
MBA, Venture Finance
Duke University
BA, Economics, History
Interplay Ventures 2013 - Present
New York Venture Community January 2007 - Present
Columbia Venture Community December 2006 - Present
Primary Ventures 2011 - February 2014
Kohort 2011 - September 2012
Draper Fisher Jurvetson Gotham Ventures May 2006 - November 2010
Zotspot 2004 - 2007
KPMG: M&A Advisory 2002 - 2006
Bain & Company 2001 - 2002
Lehman Brothers 2000 - 2000
Skills
Venture Capital, Entrepreneurship, Angel Investing, Start-ups, Corporate Development, Private Equity, Mergers, Due Diligence, Commercialization, Business Strategy, Valuation, Management Consulting, Financial Modeling, Strategy, Investments, Management, Strategic Partnerships
Education
Columbia University - Columbia Business School
MBA, Venture Finance
Duke University
BA, Economics, History
Ann Strini Ann Strini's Lehman Brothers Experience July 1999 - March 2002
Job Freelancer / Strategy Director at Wunderman
Industry Marketing and Advertising
Experience
Wunderman 2015 - Present
ROAR - A Publicis Groupe Solution 2015 - 2015
Betfair 2014 - 2015
Wunderman 2012 - 2015
American Express March 2010 - August 2012
American Express June 2006 - March 2010
American Express EMEA Business Travel April 2008 - October 2008
Risk Capital Management May 2005 - June 2006
Lehman Brothers July 1999 - March 2002
PwC Consulting 1998 - 1998
Skills
Marketing Strategy, Digital Strategy, Marketing Communications, Market Research, Marketing, Web Analytics, Strategic Planning, Social Media, Digital Marketing, Change Management, Business Development, Strategic Communications, Team Leadership, Brand Management, Strategy, International Business, Social Networking Sites, Sales Strategy, Social Networking..., International Sales &..., Agency Relations, Competitive Analysis, Advertising, Online Advertising, Mobile Marketing, Mobile Devices, CPG Industry, Social Media Marketing, Management, Leadership, Integrated Marketing, Business Strategy
Education
Columbia Business School 2002 — 2004
MBA, Management, Marketing
Wellesley College 1995 — 1999
BA, International Relations, Economics
Dartmouth College 1997 — 1998
Government
New York University
Professional Certificate, Digital Media Marketing
Wunderman 2015 - Present
ROAR - A Publicis Groupe Solution 2015 - 2015
Betfair 2014 - 2015
Wunderman 2012 - 2015
American Express March 2010 - August 2012
American Express June 2006 - March 2010
American Express EMEA Business Travel April 2008 - October 2008
Risk Capital Management May 2005 - June 2006
Lehman Brothers July 1999 - March 2002
PwC Consulting 1998 - 1998
Skills
Marketing Strategy, Digital Strategy, Marketing Communications, Market Research, Marketing, Web Analytics, Strategic Planning, Social Media, Digital Marketing, Change Management, Business Development, Strategic Communications, Team Leadership, Brand Management, Strategy, International Business, Social Networking Sites, Sales Strategy, Social Networking..., International Sales &..., Agency Relations, Competitive Analysis, Advertising, Online Advertising, Mobile Marketing, Mobile Devices, CPG Industry, Social Media Marketing, Management, Leadership, Integrated Marketing, Business Strategy
Education
Columbia Business School 2002 — 2004
MBA, Management, Marketing
Wellesley College 1995 — 1999
BA, International Relations, Economics
Dartmouth College 1997 — 1998
Government
New York University
Professional Certificate, Digital Media Marketing
Allison Strouse Allison Strouse's Lehman Brothers Experience July 2007 - July 2008
Job COO at SamyRoad
Industry Internet
Experience
YesVideo July 2015 - Present
SamyRoad June 2015 - Present
Yarly (Acquired by YesVideo, owners of LegacyRepublic) November 2012 - July 2015
High Peaks Venture Partners January 2013 - May 2014
Girls In Tech March 2011 - December 2012
QuinStreet December 2009 - August 2012
Trophy Point Capital November 2008 - December 2009
Uhuru Capital Management August 2008 - November 2009
Lehman Brothers July 2007 - July 2008
Lehman Brothers June 2006 - August 2006
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2003 — 2007
B.S. in Economics, Finance
Hong Kong University of Science and Technology - School of Business and Management 2005 — 2005
YesVideo July 2015 - Present
SamyRoad June 2015 - Present
Yarly (Acquired by YesVideo, owners of LegacyRepublic) November 2012 - July 2015
High Peaks Venture Partners January 2013 - May 2014
Girls In Tech March 2011 - December 2012
QuinStreet December 2009 - August 2012
Trophy Point Capital November 2008 - December 2009
Uhuru Capital Management August 2008 - November 2009
Lehman Brothers July 2007 - July 2008
Lehman Brothers June 2006 - August 2006
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2003 — 2007
B.S. in Economics, Finance
Hong Kong University of Science and Technology - School of Business and Management 2005 — 2005
Bush Helzberg Bush Helzberg's Lehman Brothers Experience August 2000 - April 2003
Job Managing Partner at Expedition Capital
Industry Investment Management
Experience
Expedition Capital, LLC January 2009 - Present
University Academy July 2007 - Present
Helzberg Angrist Capital, LLC April 2003 - January 2009
Lehman Brothers August 2000 - April 2003
Peace Corps January 1994 - March 1996
Skills
Valuation, Asset Managment, Portfolio Management, LBO, Mergers, Equities, Financial Analysis, Educational Leadership, Educational Management, Charter Schools, Private Equity, Mergers & Acquisitions, Alternative Investments, Venture Capital, Asset Management, Corporate Development, Finance, Capital, Strategy, Executive Management, Hedge Funds, Investments, Emerging Markets, Angel Investing, M&A experience, Due Diligence, Investor Relations, Financial Structuring, IPO, Restructuring, Funding, Investment Management, Leveraged Finance, Acquisitions, Private Placements
Education
Stanford University Law School 1996 — 2000
JD, Law
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
University of Michigan 1989 — 1993
BA
National Outdoor Leadership School 1991 — 1991
Semester in Kenya
Pembroke-Hill School 1976 — 1989
Expedition Capital, LLC January 2009 - Present
University Academy July 2007 - Present
Helzberg Angrist Capital, LLC April 2003 - January 2009
Lehman Brothers August 2000 - April 2003
Peace Corps January 1994 - March 1996
Skills
Valuation, Asset Managment, Portfolio Management, LBO, Mergers, Equities, Financial Analysis, Educational Leadership, Educational Management, Charter Schools, Private Equity, Mergers & Acquisitions, Alternative Investments, Venture Capital, Asset Management, Corporate Development, Finance, Capital, Strategy, Executive Management, Hedge Funds, Investments, Emerging Markets, Angel Investing, M&A experience, Due Diligence, Investor Relations, Financial Structuring, IPO, Restructuring, Funding, Investment Management, Leveraged Finance, Acquisitions, Private Placements
Education
Stanford University Law School 1996 — 2000
JD, Law
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
University of Michigan 1989 — 1993
BA
National Outdoor Leadership School 1991 — 1991
Semester in Kenya
Pembroke-Hill School 1976 — 1989
Andrew Rieger Andrew Rieger's Lehman Brothers Experience 1995 - 1999
Job
Industry Financial Services
Experience
Transparent Health Group, LLC June 2009 - Present
UnitedHealth Group December 2006 - February 2010
United HealthGroup July 2003 - November 2006
Sigma Partners 2000 - 2003
Instinet Fixed Income 1999 - 2000
Lehman Brothers 1995 - 1999
Skills
Negotiation, SDLC, Distributed Systems, Product Marketing, Process Engineering, IT Infrastructure..., Infrastructure, Business Process..., Business Development, Risk Management, Team Leadership, Vendor Management, Business Analysis, SaaS, Management, Business Intelligence, Strategy, Start-ups, IT Strategy, Data Center, Integration, Leadership, Business Process..., Healthcare, IT Management, Outsourcing, Change Management, Cross-functional Team..., Executive Management, Unix, Disaster Recovery, Enterprise Architecture, Program Management, Project Portfolio...
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
University of Pennsylvania 1994 — 1997
MS
Swarthmore College 1987 — 1991
BA
Transparent Health Group, LLC June 2009 - Present
UnitedHealth Group December 2006 - February 2010
United HealthGroup July 2003 - November 2006
Sigma Partners 2000 - 2003
Instinet Fixed Income 1999 - 2000
Lehman Brothers 1995 - 1999
Skills
Negotiation, SDLC, Distributed Systems, Product Marketing, Process Engineering, IT Infrastructure..., Infrastructure, Business Process..., Business Development, Risk Management, Team Leadership, Vendor Management, Business Analysis, SaaS, Management, Business Intelligence, Strategy, Start-ups, IT Strategy, Data Center, Integration, Leadership, Business Process..., Healthcare, IT Management, Outsourcing, Change Management, Cross-functional Team..., Executive Management, Unix, Disaster Recovery, Enterprise Architecture, Program Management, Project Portfolio...
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
University of Pennsylvania 1994 — 1997
MS
Swarthmore College 1987 — 1991
BA
Larry Flood's Lehman Brothers Experience 1982 - 1996
Job Senior Policy Advisor at U.S. Department of the Treasury
Industry Capital Markets
Experience
U.S. Department of the Treasury January 2014 - Present
The Chrisander Group, LLC February 2009 - Present
M. R. Beal & Company August 2008 - February 2009
RBC Capital Markets August 2006 - June 2008
JP Morgan Securities 2003 - 2006
The Flood Company, Inc 1996 - 2003
Lehman Brothers 1982 - 1996
Municipal Assistance Corporation 1980 - 1982
Skills
Transaction Management, Financial Structuring, Bonds, Credit, Risk Management, Securitization, Mortgage Lending, Debt, Structured Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Due Diligence, Asset Managment, Project Finance, Portfolio Management, Real Estate Economics, Securities, Investments, Banking, Loans, Trading, Credit Risk, Asset Management, Real Estate, Finance, Equities, Fixed Income, Private Equity
Education
Columbia University - Columbia Business School
MBA, Economics, Finance
Germantown Friends School
Wesleyan University
B.A., Economics, Music
U.S. Department of the Treasury January 2014 - Present
The Chrisander Group, LLC February 2009 - Present
M. R. Beal & Company August 2008 - February 2009
RBC Capital Markets August 2006 - June 2008
JP Morgan Securities 2003 - 2006
The Flood Company, Inc 1996 - 2003
Lehman Brothers 1982 - 1996
Municipal Assistance Corporation 1980 - 1982
Skills
Transaction Management, Financial Structuring, Bonds, Credit, Risk Management, Securitization, Mortgage Lending, Debt, Structured Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Due Diligence, Asset Managment, Project Finance, Portfolio Management, Real Estate Economics, Securities, Investments, Banking, Loans, Trading, Credit Risk, Asset Management, Real Estate, Finance, Equities, Fixed Income, Private Equity
Education
Columbia University - Columbia Business School
MBA, Economics, Finance
Germantown Friends School
Wesleyan University
B.A., Economics, Music
Robert S. Peck, CFA Robert S. Peck, CFA's Lehman Brothers Experience January 1998 - August 2000
Job Managing Director and Internet Equity Analyst at SunTrust Robinson Humphrey
Industry Research
Experience
SunTrust Robinson Humphrey March 2013 - Present
CoRise Co., LLC May 2011 - March 2013
Baron Capital June 2008 - May 2011
Bear Stearns August 2000 - January 2008
Lehman Brothers January 1998 - August 2000
MERRILL LYNCH & CO., INC January 1992 - January 1995
Skills
Investment Banking, Investing, Internet Strategy, Angel Investing, Valuation, Financials, Corporate Finance, Equities, Asset Management, Financial Modeling, Mergers, Equity Research, Entrepreneur, Start-ups, Funding, Venture Capital, Financial Analysis, Entrepreneurship, Business Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Lafayette College 1989 — 1992
BA
SunTrust Robinson Humphrey March 2013 - Present
CoRise Co., LLC May 2011 - March 2013
Baron Capital June 2008 - May 2011
Bear Stearns August 2000 - January 2008
Lehman Brothers January 1998 - August 2000
MERRILL LYNCH & CO., INC January 1992 - January 1995
Skills
Investment Banking, Investing, Internet Strategy, Angel Investing, Valuation, Financials, Corporate Finance, Equities, Asset Management, Financial Modeling, Mergers, Equity Research, Entrepreneur, Start-ups, Funding, Venture Capital, Financial Analysis, Entrepreneurship, Business Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Lafayette College 1989 — 1992
BA
Elisa Dunn Elisa Dunn's Lehman Brothers Experience March 2006 - October 2008
Job Executive Director Master of Financial Engineering at UCLA Anderson School of Management
Industry Education Management
Experience
UCLA Anderson School of Management June 2015 - Present
UCLA Anderson School of Management January 2013 - June 2015
Skatoff & Company LLC May 2009 - 2012
Lehman Brothers March 2006 - October 2008
Houlihan Lokey Howard and Zukin June 2005 - March 2006
Brookfield Asset Management 1999 - 2004
Banco Brascan 1999 - 2004
Education
Columbia University - Columbia Business School 2004 — 2005
MBA, Concentration in Finance
Fundação Getulio Vargas / FGV 1996 — 2000
BBA, Finance and Economics
UCLA Anderson School of Management June 2015 - Present
UCLA Anderson School of Management January 2013 - June 2015
Skatoff & Company LLC May 2009 - 2012
Lehman Brothers March 2006 - October 2008
Houlihan Lokey Howard and Zukin June 2005 - March 2006
Brookfield Asset Management 1999 - 2004
Banco Brascan 1999 - 2004
Education
Columbia University - Columbia Business School 2004 — 2005
MBA, Concentration in Finance
Fundação Getulio Vargas / FGV 1996 — 2000
BBA, Finance and Economics
Soo-jin Kim Soo-jin Kim's Lehman Brothers Experience July 1999 - March 2000
Job Soojin Kim is the Founder of IN∙CLUED (www.inclued.com)
Industry Internet
Experience
INCLUED.COM September 2012 - Present
American Express July 2008 - August 2012
American Express July 2007 - July 2008
American Express May 2004 - June 2007
Salomon Smith Barney March 2000 - December 2001
Lehman Brothers July 1999 - March 2000
Goldman Sachs June 1998 - September 1998
Skills
Customer Acquisition, Marketing Strategy, Analytics, Business Strategy, New Business Development, Product Development, Strategic Planning, Business Development, Relationship Management, Digital Marketing, B2B, Business Planning, Financial Services, Strategy, Competitive Analysis, Technology, Start-ups, Leadership, Lead Generation, Entrepreneurship, Sales, Sales Operations, Strategic Partnerships, Finance, CRM, Analysis, Management
Education
Columbia University - Columbia Business School 2009 — 2010
Master of Business Administration (MBA), Entrepreneurship, Finance
University of Chicago 1996 — 1999
BA, Economics
INCLUED.COM September 2012 - Present
American Express July 2008 - August 2012
American Express July 2007 - July 2008
American Express May 2004 - June 2007
Salomon Smith Barney March 2000 - December 2001
Lehman Brothers July 1999 - March 2000
Goldman Sachs June 1998 - September 1998
Skills
Customer Acquisition, Marketing Strategy, Analytics, Business Strategy, New Business Development, Product Development, Strategic Planning, Business Development, Relationship Management, Digital Marketing, B2B, Business Planning, Financial Services, Strategy, Competitive Analysis, Technology, Start-ups, Leadership, Lead Generation, Entrepreneurship, Sales, Sales Operations, Strategic Partnerships, Finance, CRM, Analysis, Management
Education
Columbia University - Columbia Business School 2009 — 2010
Master of Business Administration (MBA), Entrepreneurship, Finance
University of Chicago 1996 — 1999
BA, Economics
Collamore Crocker Collamore Crocker's Lehman Brothers Experience August 2001 - January 2008
Job Managing Director, Institutional Global Markets Sales & Trading at Mesirow Financial
Industry Banking
Experience
Mesirow Financial November 2012 - Present
RBS Global Banking & Markets September 2009 - July 2012
BNP Paribas February 2008 - August 2009
Lehman Brothers August 2001 - January 2008
Skills
Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Swaps, Valuation, Derivatives, Investments, Bonds, Trading, Rates, Inflation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Dartmouth College 1989 — 1993
AB, Engineering
Saint Mark's 1985 — 1989
Mesirow Financial November 2012 - Present
RBS Global Banking & Markets September 2009 - July 2012
BNP Paribas February 2008 - August 2009
Lehman Brothers August 2001 - January 2008
Skills
Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Swaps, Valuation, Derivatives, Investments, Bonds, Trading, Rates, Inflation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Dartmouth College 1989 — 1993
AB, Engineering
Saint Mark's 1985 — 1989
Laura Weil Laura Weil's Lehman Brothers Experience 1979 - 1988
Job Strategic and Operating Executive Retail Consultant and Board Director.
Industry Retail
Experience
Luxury Menswear Company August 2015 - Present
Carnival Corporation 2007 - Present
New York and Company June 2012 - August 2014
Ashley Stewart September 2008 - August 2011
Ann Taylor 2005 - 2006
American Eagle Outfitters 1995 - 2005
Oppenheimer & Co. 1992 - 1995
Macy's 1989 - 1992
L'Herbier de Provence 1988 - 1989
Lehman Brothers 1979 - 1988
Skills
Management, Start-ups, Forecasting, Mergers & Acquisitions, Retail, E-commerce, Merchandising, Private Equity, Marketing, Finance, Strategic Planning, Business Strategy, Inventory Management, Leadership, Marketing Strategy
Education
Columbia University - Columbia Business School
MBA, Finance, Marketing
Smith College
BA, Art History, Government
Luxury Menswear Company August 2015 - Present
Carnival Corporation 2007 - Present
New York and Company June 2012 - August 2014
Ashley Stewart September 2008 - August 2011
Ann Taylor 2005 - 2006
American Eagle Outfitters 1995 - 2005
Oppenheimer & Co. 1992 - 1995
Macy's 1989 - 1992
L'Herbier de Provence 1988 - 1989
Lehman Brothers 1979 - 1988
Skills
Management, Start-ups, Forecasting, Mergers & Acquisitions, Retail, E-commerce, Merchandising, Private Equity, Marketing, Finance, Strategic Planning, Business Strategy, Inventory Management, Leadership, Marketing Strategy
Education
Columbia University - Columbia Business School
MBA, Finance, Marketing
Smith College
BA, Art History, Government
Elliot Feldman Elliot Feldman's Lehman Brothers Experience May 2008 - August 2008
Job Summer Associate at Bain & Company
Industry Management Consulting
Experience
Bain & Company June 2015 - Present
Columbia Business School 2014 - Present
Barclays Capital July 2009 - June 2014
New York Needs You 2010 - 2014
Lehman Brothers May 2008 - August 2008
J.P. Morgan June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Investment Banking, Bloomberg, Valuation, Equity Research, Corporate Finance, Equities, Capital Markets, Bloomberg Terminal, Leadership, Nonprofits, Private Equity, Hedge Funds, Finance, Investments, Due Diligence
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Finance, Political Science, summa cum laude
Bain & Company June 2015 - Present
Columbia Business School 2014 - Present
Barclays Capital July 2009 - June 2014
New York Needs You 2010 - 2014
Lehman Brothers May 2008 - August 2008
J.P. Morgan June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Investment Banking, Bloomberg, Valuation, Equity Research, Corporate Finance, Equities, Capital Markets, Bloomberg Terminal, Leadership, Nonprofits, Private Equity, Hedge Funds, Finance, Investments, Due Diligence
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Finance, Political Science, summa cum laude
Blair Boggs's Lehman Brothers Experience July 2007 - September 2008
Job Head of Strategic Initiatives & Programs, Learning Services at Pearson plc
Industry Education Management
Experience
Pearson plc January 2015 - Present
Pearson plc September 2013 - December 2014
Pearson Education January 2010 - September 2013
Barclays Capital September 2008 - December 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Corporate Development, Bloomberg, Equity Research, Investments, Venture Capital, Mergers, Market Research, Emerging Markets, Business Strategy, Mergers & Acquisitions, Business Development, Competitive Analysis
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2003 — 2007
B.S. in Commerce, Finance and Marketing
The Taft School 1998 — 2002
Potomac school
Pearson plc January 2015 - Present
Pearson plc September 2013 - December 2014
Pearson Education January 2010 - September 2013
Barclays Capital September 2008 - December 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Corporate Development, Bloomberg, Equity Research, Investments, Venture Capital, Mergers, Market Research, Emerging Markets, Business Strategy, Mergers & Acquisitions, Business Development, Competitive Analysis
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2003 — 2007
B.S. in Commerce, Finance and Marketing
The Taft School 1998 — 2002
Potomac school
Arthur Zuckerman Arthur Zuckerman's Lehman Brothers Experience 1982 - 1985
Job Experienced Private Equity and Venture Capital Chief Financial Officer CFO, Chief Operating Officer COO
Industry Venture Capital & Private Equity
Experience
The TriCycle Group, LLC January 2013 - Present
Avista Capital Partners October 2010 - December 2012
The TriCycle Group, LLC February 2006 - October 2010
Evercore Partners 2005 - 2006
Credit Suisse 2002 - 2004
Donaldson, Lufkin & Jenrette February 1992 - September 2002
Oxford Capital Partners 1986 - 1991
Lehman Brothers 1982 - 1985
Strategic Information Group 1980 - 1982
Skills
Venture Capital, Private Equity, Compliance, Investran, Investor Relations, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer, TheNextRound, Equitrak, Consulting, Project Management, Operations Management, Alternative Investments, Financial Services, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Asset Management, Management, Investment Management, Financial Reporting, Finance, Management Consulting, Corporate Governance, Fund Administration, Fund Accounting, Securities, Investments, Equities, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Mergers
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1977 — 1981
BS, Botany
Hopkins School 1971 — 1977
The TriCycle Group, LLC January 2013 - Present
Avista Capital Partners October 2010 - December 2012
The TriCycle Group, LLC February 2006 - October 2010
Evercore Partners 2005 - 2006
Credit Suisse 2002 - 2004
Donaldson, Lufkin & Jenrette February 1992 - September 2002
Oxford Capital Partners 1986 - 1991
Lehman Brothers 1982 - 1985
Strategic Information Group 1980 - 1982
Skills
Venture Capital, Private Equity, Compliance, Investran, Investor Relations, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer, TheNextRound, Equitrak, Consulting, Project Management, Operations Management, Alternative Investments, Financial Services, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Asset Management, Management, Investment Management, Financial Reporting, Finance, Management Consulting, Corporate Governance, Fund Administration, Fund Accounting, Securities, Investments, Equities, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Mergers
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1977 — 1981
BS, Botany
Hopkins School 1971 — 1977
Lewis Meyers Lewis Meyers's Lehman Brothers Experience 1990 - 2008
Job Relationship Management | Business Development | Fixed Income Specialist
Industry Capital Markets
Experience
Nomura November 2011 - June 2015
Credit Suisse November 2008 - November 2011
Lehman Brothers 1990 - 2008
Skills
Relationship Management, Fixed Income, Structured Products, Business Development, Capital Markets, Trading, Bonds, Bloomberg, Sales Management, Reverse Mortgages, Financial Analysis, Securitization, Investment Banking, Derivatives, Structured Finance, Asset Management, Portfolio Management, Investments, Banking, Interest Rates, Financial Markets, Finance, Mortgage Banking, Mortgage Industry, Asset-backed...
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (M.B.A.), Business
Lafayette College 1985 — 1989
BA, Economics
Nomura November 2011 - June 2015
Credit Suisse November 2008 - November 2011
Lehman Brothers 1990 - 2008
Skills
Relationship Management, Fixed Income, Structured Products, Business Development, Capital Markets, Trading, Bonds, Bloomberg, Sales Management, Reverse Mortgages, Financial Analysis, Securitization, Investment Banking, Derivatives, Structured Finance, Asset Management, Portfolio Management, Investments, Banking, Interest Rates, Financial Markets, Finance, Mortgage Banking, Mortgage Industry, Asset-backed...
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (M.B.A.), Business
Lafayette College 1985 — 1989
BA, Economics
Elizabeth Platt Elizabeth Platt's Lehman Brothers Experience March 1992 - July 2002
Job Transformation Strategy & Execution, Diversity Leader
Industry Financial Services
Experience
Credit Suisse June 2006 - March 2015
Citadel April 2005 - February 2006
Bank of America August 2002 - February 2005
Lehman Brothers March 1992 - July 2002
Bankers Trust August 1985 - February 1992
Skills
Program Management, Risk Management, Leadership, Operational Risk..., Governance, Coaching, Diversity & Inclusion, Leading Change, Cross-functional Team..., Change Management, Investment Banking, Management, Portfolio Management, PMO, Business Analysis, Fixed Income, Finance, IT Strategy, Project Portfolio..., Vendor Management, IT Financial Management, Performance Management, Team Building, Mentoring, Process Improvement, Business Process..., Business Transformation, Business Process..., Trading Systems, Organizational..., PMP, Staff Development, IT Business Management, Leading Positive Change, Leading...
Education
Columbia University - Columbia Business School
MBA
The Johns Hopkins University
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Project Management Institute
Scaled Agile for the Enterprise (SAFE)
Credit Suisse June 2006 - March 2015
Citadel April 2005 - February 2006
Bank of America August 2002 - February 2005
Lehman Brothers March 1992 - July 2002
Bankers Trust August 1985 - February 1992
Skills
Program Management, Risk Management, Leadership, Operational Risk..., Governance, Coaching, Diversity & Inclusion, Leading Change, Cross-functional Team..., Change Management, Investment Banking, Management, Portfolio Management, PMO, Business Analysis, Fixed Income, Finance, IT Strategy, Project Portfolio..., Vendor Management, IT Financial Management, Performance Management, Team Building, Mentoring, Process Improvement, Business Process..., Business Transformation, Business Process..., Trading Systems, Organizational..., PMP, Staff Development, IT Business Management, Leading Positive Change, Leading...
Education
Columbia University - Columbia Business School
MBA
The Johns Hopkins University
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Project Management Institute
Scaled Agile for the Enterprise (SAFE)
Christine DiCesare's Lehman Brothers Experience 1996 - 2000
Job Committee Member/Chair and Board Member at Various Foundations and Non Profits
Industry Nonprofit Organization Management
Experience
Various Non-Profits, Foundations and Community Volunteer Positions 2004 - Present
Lehman Brothers 1996 - 2000
Dillon Read August 1990 - 1996
Morgan Stanley July 1985 - July 1987
Skills
Finance, Management, Strategy, Team Building, Strategic Planning, Nonprofits
Education
Columbia Business School, Georgetown University 1988 — 1990
MBA, finance/business
Georgetown University 1981 — 1985
BSBA, Business
Various Non-Profits, Foundations and Community Volunteer Positions 2004 - Present
Lehman Brothers 1996 - 2000
Dillon Read August 1990 - 1996
Morgan Stanley July 1985 - July 1987
Skills
Finance, Management, Strategy, Team Building, Strategic Planning, Nonprofits
Education
Columbia Business School, Georgetown University 1988 — 1990
MBA, finance/business
Georgetown University 1981 — 1985
BSBA, Business
Kerry Fitzgerald Kerry Fitzgerald's Lehman Brothers Experience May 2007 - 2008
Job
Industry Financial Services
Experience
Aldwych Capital LLC February 2014 - Present
Adventure to Fitness December 2012 - January 2014
Jefferies & Company May 2011 - August 2012
Barclays Capital 2008 - 2011
Lehman Brothers May 2007 - 2008
Azla Advisors 2007 - 2008
Cravath, Swaine & Moore May 2006 - May 2007
Ambac August 2002 - August 2004
lehman brothers July 2000 - August 2002
Skills
Capital Markets, Investment Banking, Corporate Finance, Private Equity, Valuation, Financial Modeling, Due Diligence, Hedge Funds, Structured Finance, Equities, Emerging Markets, Fixed Income, Mergers, LBO, Investments, Equity Research, Securitization, Venture Capital, Mergers & Acquisitions, Alternative Investments
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Columbia Law School 2004 — 2007
JD, law
Duke University 1996 — 2000
BSE, mechanical engineering, economics
Deerfield Academy 1992 — 1996
Aldwych Capital LLC February 2014 - Present
Adventure to Fitness December 2012 - January 2014
Jefferies & Company May 2011 - August 2012
Barclays Capital 2008 - 2011
Lehman Brothers May 2007 - 2008
Azla Advisors 2007 - 2008
Cravath, Swaine & Moore May 2006 - May 2007
Ambac August 2002 - August 2004
lehman brothers July 2000 - August 2002
Skills
Capital Markets, Investment Banking, Corporate Finance, Private Equity, Valuation, Financial Modeling, Due Diligence, Hedge Funds, Structured Finance, Equities, Emerging Markets, Fixed Income, Mergers, LBO, Investments, Equity Research, Securitization, Venture Capital, Mergers & Acquisitions, Alternative Investments
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Columbia Law School 2004 — 2007
JD, law
Duke University 1996 — 2000
BSE, mechanical engineering, economics
Deerfield Academy 1992 — 1996
Carla E. Simpson, MBA Carla E. Simpson, MBA's Lehman Brothers Experience July 2006 - July 2008
Job Director, Real Estate Asset Management
Industry Real Estate
Experience
Arbor Realty Trust, Inc. June 2013 - Present
Heights Realty Investment Group March 2006 - Present
Linklaters October 2009 - July 2012
Shearman & Sterling LLP November 2008 - October 2009
Lehman Brothers July 2006 - July 2008
JPMorgan Chase August 2003 - June 2004
American Home Mortgage June 2002 - August 2003
Skills
Valuation, Customer Relations, Pitching, Real Estate Finance, Equities, Marketing, Press Releases
Education
Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Real Estate, Finance, Leadership
Dartmouth College 2000 — 2006
Bachelors, Economics
Hauppauge High School 1996 — 2000
Arbor Realty Trust, Inc. June 2013 - Present
Heights Realty Investment Group March 2006 - Present
Linklaters October 2009 - July 2012
Shearman & Sterling LLP November 2008 - October 2009
Lehman Brothers July 2006 - July 2008
JPMorgan Chase August 2003 - June 2004
American Home Mortgage June 2002 - August 2003
Skills
Valuation, Customer Relations, Pitching, Real Estate Finance, Equities, Marketing, Press Releases
Education
Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Real Estate, Finance, Leadership
Dartmouth College 2000 — 2006
Bachelors, Economics
Hauppauge High School 1996 — 2000
Jacqueline Comesanas Jacqueline Comesanas's Lehman Brothers Experience October 1989 - April 1993
Job Senior Director of Gift Planning at Fordham University
Industry Fund-Raising
Experience
Fordham University July 2015 - Present
Archdiocese of New York October 2006 - June 2015
Columbia University February 2004 - September 2006
Lighthouse International May 2000 - November 2002
NYU Langone Medical Center April 1999 - October 1999
J.P. Morgan April 1995 - January 1998
J.P. Morgan April 1993 - April 1995
Lehman Brothers October 1989 - April 1993
Booth & Barron April 1988 - April 1989
Thacher Proffitt & Wood LLP September 1986 - April 1988
Skills
Philanthropy, Fundraising, Nonprofits, Public Speaking, Planned Giving, Stewardship, Community Outreach, Charities, Board Development, Gift Planning
Education
Columbia University School of Law 1983 — 1986
Juris Doctor (J.D.), Law
Fordham University 1979 — 1983
Bachelor of Arts (B.A.), History
Fordham University July 2015 - Present
Archdiocese of New York October 2006 - June 2015
Columbia University February 2004 - September 2006
Lighthouse International May 2000 - November 2002
NYU Langone Medical Center April 1999 - October 1999
J.P. Morgan April 1995 - January 1998
J.P. Morgan April 1993 - April 1995
Lehman Brothers October 1989 - April 1993
Booth & Barron April 1988 - April 1989
Thacher Proffitt & Wood LLP September 1986 - April 1988
Skills
Philanthropy, Fundraising, Nonprofits, Public Speaking, Planned Giving, Stewardship, Community Outreach, Charities, Board Development, Gift Planning
Education
Columbia University School of Law 1983 — 1986
Juris Doctor (J.D.), Law
Fordham University 1979 — 1983
Bachelor of Arts (B.A.), History
Iris Chen Iris Chen's Lehman Brothers Experience June 2007 - June 2008
Job Associate Marketing Manager at Shutterfly Inc.
Industry Marketing and Advertising
Experience
Shutterfly Inc. September 2015 - Present
Soko Glam September 2014 - November 2014
CHANEL June 2014 - August 2014
CHANEL February 2014 - May 2014
FTI Consulting April 2012 - May 2013
FTI Consulting August 2009 - March 2012
J.P. Morgan June 2008 - August 2008
Leonard N. Stern School of Business March 2008 - June 2008
Lehman Brothers June 2007 - June 2008
Skills
Financial Modeling, Corporate Finance, Strategic Financial..., Valuation, Financial Analysis, Due Diligence, Business Valuation, DCF, Restructuring, Financial Statement..., Equity Research, Competitive Analysis, Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science
The University of Hong Kong 2007 — 2007
Shutterfly Inc. September 2015 - Present
Soko Glam September 2014 - November 2014
CHANEL June 2014 - August 2014
CHANEL February 2014 - May 2014
FTI Consulting April 2012 - May 2013
FTI Consulting August 2009 - March 2012
J.P. Morgan June 2008 - August 2008
Leonard N. Stern School of Business March 2008 - June 2008
Lehman Brothers June 2007 - June 2008
Skills
Financial Modeling, Corporate Finance, Strategic Financial..., Valuation, Financial Analysis, Due Diligence, Business Valuation, DCF, Restructuring, Financial Statement..., Equity Research, Competitive Analysis, Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science
The University of Hong Kong 2007 — 2007
David M. Baron David M. Baron's Lehman Brothers Experience 1998 - 2008
Job Head of Western Region Rothschild
Industry Investment Banking
Experience
Rothschild October 2013 - Present
Barclays Capital 2010 - 2013
Macquarie Capital Partners 2008 - 2010
Lehman Brothers 1998 - 2008
Skills
Investment Banking, LBO, Capital Markets, Private Equity, Equities, IPO, Board Advisory, Strategic M&A
Education
Columbia Business School 1998 — 1999
MBA, Finance
Rutgers College 1990 — 1994
BA, Economics & English
Rothschild October 2013 - Present
Barclays Capital 2010 - 2013
Macquarie Capital Partners 2008 - 2010
Lehman Brothers 1998 - 2008
Skills
Investment Banking, LBO, Capital Markets, Private Equity, Equities, IPO, Board Advisory, Strategic M&A
Education
Columbia Business School 1998 — 1999
MBA, Finance
Rutgers College 1990 — 1994
BA, Economics & English
Vanessa M Chu's Lehman Brothers Experience 2004 - 2007
Job Business Development | Strategy | Marketing
Industry Consumer Goods
Experience
Project Juice 2014 - Present
BluePrint (Acquired by Hain Celestial Group) 2013 - 2014
Pure Flow 2012 - 2013
Organic Avenue (Acquired by Weld North) June 2011 - May 2012
Exhale Spa May 2010 - August 2010
Allianz Global Investors Asia Pacific 2007 - 2009
Lehman Brothers 2004 - 2007
Skills
Certified Yoga..., Strategic Planning, Social Media Marketing, Wellness, Project Management, Marketing Strategy, Financial Analysis, Business Development, Emerging Markets, Business Strategy, Marketing, Finance, Analysis, Private Equity, Financial Modeling
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Marketing & Entrepreneurship
Wellesley College 2000 — 2004
BA, Pyschology & Economics
Project Juice 2014 - Present
BluePrint (Acquired by Hain Celestial Group) 2013 - 2014
Pure Flow 2012 - 2013
Organic Avenue (Acquired by Weld North) June 2011 - May 2012
Exhale Spa May 2010 - August 2010
Allianz Global Investors Asia Pacific 2007 - 2009
Lehman Brothers 2004 - 2007
Skills
Certified Yoga..., Strategic Planning, Social Media Marketing, Wellness, Project Management, Marketing Strategy, Financial Analysis, Business Development, Emerging Markets, Business Strategy, Marketing, Finance, Analysis, Private Equity, Financial Modeling
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Marketing & Entrepreneurship
Wellesley College 2000 — 2004
BA, Pyschology & Economics
Richard Hardegree Richard Hardegree's Lehman Brothers Experience September 2006 - September 2008
Job Managing Director at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers September 2006 - September 2008
Citi May 1998 - September 2006
Wachtell, Lipton, Rosen & Katz May 1995 - May 1998
Citi June 1990 - July 1993
Skills
Investment Banking, Telecommunications, Capital Markets, Private Equity, Mergers & Acquisitions
Education
Columbia University School of Law 1993 — 1996
Doctor of Law (J.D.), Law
Dartmouth College 1986 — 1990
Bachelor of Arts (B.A.) with High Honors, Political Science and Government
Barclays September 2008 - Present
Lehman Brothers September 2006 - September 2008
Citi May 1998 - September 2006
Wachtell, Lipton, Rosen & Katz May 1995 - May 1998
Citi June 1990 - July 1993
Skills
Investment Banking, Telecommunications, Capital Markets, Private Equity, Mergers & Acquisitions
Education
Columbia University School of Law 1993 — 1996
Doctor of Law (J.D.), Law
Dartmouth College 1986 — 1990
Bachelor of Arts (B.A.) with High Honors, Political Science and Government
Margo Selby Margo Selby's Lehman Brothers Experience September 1992 - September 1994
Job SVP Business Development
Industry Management Consulting
Experience
MOJO Transformation 2004 - Present
SAC Capital 2002 - 2004
E! Entertainment Television 2001 - 2002
News Corp 1998 - 2001
Viacom 1995 - 1998
Lehman Brothers September 1992 - September 1994
Skills
Strategy, Digital Marketing, Digital Media, Start-ups, Online Advertising, Mobile Devices, Business Development, Marketing Strategy, Advertising, Management, Marketing Communications, New Business Development
Education
Columbia University - Columbia Business School
MBA
University of Michigan
BA, Economics
MOJO Transformation 2004 - Present
SAC Capital 2002 - 2004
E! Entertainment Television 2001 - 2002
News Corp 1998 - 2001
Viacom 1995 - 1998
Lehman Brothers September 1992 - September 1994
Skills
Strategy, Digital Marketing, Digital Media, Start-ups, Online Advertising, Mobile Devices, Business Development, Marketing Strategy, Advertising, Management, Marketing Communications, New Business Development
Education
Columbia University - Columbia Business School
MBA
University of Michigan
BA, Economics
Julie Baine Stem Julie Baine Stem's Lehman Brothers Experience June 2006 - September 2008
Job Associate at Debevoise & Plimpton LLP
Industry Law Practice
Experience
Debevoise & Plimpton November 2012 - Present
Barclays Capital October 2008 - June 2009
Lehman Brothers June 2006 - September 2008
Education
Columbia Law School
JD
Yale University
BA, Political Science
Rye High School
Debevoise & Plimpton November 2012 - Present
Barclays Capital October 2008 - June 2009
Lehman Brothers June 2006 - September 2008
Education
Columbia Law School
JD
Yale University
BA, Political Science
Rye High School
Henry Kirn Henry Kirn's Lehman Brothers Experience 2003 - 2007
Job Equity Research Analyst at Société Générale
Industry Financial Services
Experience
UBS March 2007 - November 2012
Lehman Brothers 2003 - 2007
Lehman Brothers 2001 - 2003
CIBC World Markets 2000 - 2000
SEI Investments 1997 - 1999
Deloitte & Touche 1993 - 1997
Skills
Hedge Funds, Equity Research, Capital Markets, Investment Banking, Fixed Income, Equities, Alternative Investments, Derivatives, Bloomberg, Valuation, Emerging Markets, Private Equity, Financial Modeling, High Yield, Financial Markets, DCF, Investments, Corporate Finance, Investment Management, Equity Valuation, Financial Analysis
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Franklin & Marshall College 1989 — 1993
BA
UBS March 2007 - November 2012
Lehman Brothers 2003 - 2007
Lehman Brothers 2001 - 2003
CIBC World Markets 2000 - 2000
SEI Investments 1997 - 1999
Deloitte & Touche 1993 - 1997
Skills
Hedge Funds, Equity Research, Capital Markets, Investment Banking, Fixed Income, Equities, Alternative Investments, Derivatives, Bloomberg, Valuation, Emerging Markets, Private Equity, Financial Modeling, High Yield, Financial Markets, DCF, Investments, Corporate Finance, Investment Management, Equity Valuation, Financial Analysis
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Franklin & Marshall College 1989 — 1993
BA
Sabrina Schaffer Rabinowitz Sabrina Schaffer Rabinowitz's Lehman Brothers Experience June 2008 - August 2008
Job Associate at Goodwin Procter LLP
Industry Higher Education
Experience
Goodwin Procter LLP 2012 - Present
Columbia Law School September 2009 - May 2012
Goodwin Procter LLP June 2011 - August 2011
Federal Trade Commission June 2010 - August 2010
Manhattan Borough President's Office February 2009 - June 2009
Lehman Brothers June 2008 - August 2008
Barnard College Department of Psychology September 2007 - May 2008
American Jewish Congress June 2007 - August 2007
Queens Supreme Court May 2006 - August 2006
Education
Columbia Law School 2009 — 2012
J.D, Law
Barnard College 2005 — 2009
Economics, Political Science, Psychology
Goodwin Procter LLP 2012 - Present
Columbia Law School September 2009 - May 2012
Goodwin Procter LLP June 2011 - August 2011
Federal Trade Commission June 2010 - August 2010
Manhattan Borough President's Office February 2009 - June 2009
Lehman Brothers June 2008 - August 2008
Barnard College Department of Psychology September 2007 - May 2008
American Jewish Congress June 2007 - August 2007
Queens Supreme Court May 2006 - August 2006
Education
Columbia Law School 2009 — 2012
J.D, Law
Barnard College 2005 — 2009
Economics, Political Science, Psychology
Saurabh Sud, CFA Saurabh Sud, CFA's Lehman Brothers Experience July 2006 - January 2008
Job Portfolio Manager at PIMCO
Industry Investment Management
Experience
PIMCO August 2012 - Present
PIMCO June 2011 - August 2011
Deutsche Bank January 2008 - July 2010
Lehman Brothers July 2006 - January 2008
Skills
Fixed Income, Structured Products, Portfolio Management, Trading, Credit, Investment Management, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Indian Institute of Technology, Delhi 2002 — 2006
B.Tech, Electrical Engg (Power)
PIMCO August 2012 - Present
PIMCO June 2011 - August 2011
Deutsche Bank January 2008 - July 2010
Lehman Brothers July 2006 - January 2008
Skills
Fixed Income, Structured Products, Portfolio Management, Trading, Credit, Investment Management, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Indian Institute of Technology, Delhi 2002 — 2006
B.Tech, Electrical Engg (Power)
Atul Misra Atul Misra's Lehman Brothers Experience 2007 - 2008
Job Sr. Manager at Infosys
Industry Outsourcing/Offshoring
Experience
Infosys July 2010 - Present
Thomson-Reuters 2008 - 2009
Lehman Brothers 2007 - 2008
Citigroup 2004 - 2007
TD Waterhouse / TD Ameritrade 2000 - 2004
E&Y 1995 - 2000
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Indian Institute of Technology, Kharagpur 1989 — 1991
MS
Indian Institute of Technology, Kanpur 1986 — 1989
MS
Infosys July 2010 - Present
Thomson-Reuters 2008 - 2009
Lehman Brothers 2007 - 2008
Citigroup 2004 - 2007
TD Waterhouse / TD Ameritrade 2000 - 2004
E&Y 1995 - 2000
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Indian Institute of Technology, Kharagpur 1989 — 1991
MS
Indian Institute of Technology, Kanpur 1986 — 1989
MS
Laura Rittenhouse Laura Rittenhouse's Lehman Brothers Experience 1982 - 1992
Job Decoder of Corporate Culture | Global Financial Valuation Expert | Author of Buffet Endorsed Books
Industry Management Consulting
Experience
Rittenhouse Rankings Inc. January 1991 - Present
Lehman Brothers 1982 - 1992
Skills
Management Consulting, Business Strategy, Investor Relations, Corporate Communications, Coaching, Start-ups, Strategic Planning, Strategy, Business Planning, Mergers & Acquisitions, Entrepreneurship, Executive Coaching, Financial Modeling, Marketing Strategy, Change Management, Financial Analysis, Public Speaking, Marketing Communications, Public Relations, Strategic Partnerships, Nonprofits, Investments, Leadership, Finance
Education
Columbia University - Columbia Business School 1981 — 1985
MS & MBA, Accounting and Finance
Rittenhouse Rankings Inc. January 1991 - Present
Lehman Brothers 1982 - 1992
Skills
Management Consulting, Business Strategy, Investor Relations, Corporate Communications, Coaching, Start-ups, Strategic Planning, Strategy, Business Planning, Mergers & Acquisitions, Entrepreneurship, Executive Coaching, Financial Modeling, Marketing Strategy, Change Management, Financial Analysis, Public Speaking, Marketing Communications, Public Relations, Strategic Partnerships, Nonprofits, Investments, Leadership, Finance
Education
Columbia University - Columbia Business School 1981 — 1985
MS & MBA, Accounting and Finance
Lenny Kharitonov, CHR Lenny Kharitonov, CHR's Lehman Brothers Experience October 2000 - May 2002
Job Bedroom Furniture Discounts at CEO and President
Industry Executive Office
Experience
CEO and President September 2013 - Present
Bedroom Furniture Discounts January 2010 - Present
Unlimited Furniture Group June 2004 - June 2011
Citywide Furniture June 2002 - June 2004
Lehman Brothers October 2000 - May 2002
Skills
Strategic Planning, Financial Analysis, Start-ups, New Business Development, Business Strategy, Entrepreneurial Skills, Supply Chain Management, Multi-channel Retail, Entrepreneurship, Customer Service, Negotiation, Management, Marketing Strategy, Sales, Furniture, Retail, Manufacturing, E-commerce, Operations Management, Sales Management, Project Planning, Direct Marketing, P&L Management, Pricing, Cross-functional Team..., Strategy, Competitive Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
London Business School 2010 — 2012
MBA
New York University 2004 — 2006
Certificate, Global Affairs
Pace University - Lubin School of Business 1998 — 2002
BBA, Management and Finance
Adelphi Academy 1994 — 1998
High School
CEO and President September 2013 - Present
Bedroom Furniture Discounts January 2010 - Present
Unlimited Furniture Group June 2004 - June 2011
Citywide Furniture June 2002 - June 2004
Lehman Brothers October 2000 - May 2002
Skills
Strategic Planning, Financial Analysis, Start-ups, New Business Development, Business Strategy, Entrepreneurial Skills, Supply Chain Management, Multi-channel Retail, Entrepreneurship, Customer Service, Negotiation, Management, Marketing Strategy, Sales, Furniture, Retail, Manufacturing, E-commerce, Operations Management, Sales Management, Project Planning, Direct Marketing, P&L Management, Pricing, Cross-functional Team..., Strategy, Competitive Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
London Business School 2010 — 2012
MBA
New York University 2004 — 2006
Certificate, Global Affairs
Pace University - Lubin School of Business 1998 — 2002
BBA, Management and Finance
Adelphi Academy 1994 — 1998
High School
Anthony Mannara Anthony Mannara's Lehman Brothers Experience June 1975 - June 1979
Job Investment Banker at JPP Eurosecurities, Inc. New York, a subsidiary of Intermonte SIM Milan, Italy
Industry Financial Services
Experience
JPP Eurosecurities, Inc. / Intermonte Group February 2013 - Present
FIRST EUROPE LLC July 2002 - February 2013
MAMCO SA, Lugano Switzerland April 1999 - June 2002
I-Bankers Securities, Inc. January 1998 - April 1999
Banca Leonardo (Formerly Milla & Co. SIM) March 1994 - December 1998
Citigroup October 1990 - March 1994
UniCredit (Formerly Credito Italiano) January 1988 - October 1990
UBS Investment Bank (Formerly PaineWebber) June 1986 - January 1988
J.P. Morgan June 1980 - May 1984
Lehman Brothers June 1975 - June 1979
Skills
Corporate Finance, Private Equity, Financial Modeling, Due Diligence, Investments, Financial Analysis, Mergers & Acquisitions, Distressed..., Corporate Valuations, Corporate Strategy &..., Negotiations, Relationship Management, Hedge Fund Management, International..., Business Development, Mergers, International, Hedge Funds, Valuation, Investment Banking, Equities, Asset Management, Strategy, Finance, Corporations, Negotiation, Equity Research, Financial Services, Banking, IPO, Mutual Funds, Credit Analysis, Series 7, Capital Markets, Financial Markets, Analysis, Portfolio Management, Fixed Income, Structured Finance, Financial Structuring, Loans, Securities, Restructuring, Trading, Series 63, Commercial Banking, Investment Strategies, Corporate Development, M&A experience, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance / Marketing
Vassar College
Bachelor's Degree, Economics
Trinity School - New York
High School
JPP Eurosecurities, Inc. / Intermonte Group February 2013 - Present
FIRST EUROPE LLC July 2002 - February 2013
MAMCO SA, Lugano Switzerland April 1999 - June 2002
I-Bankers Securities, Inc. January 1998 - April 1999
Banca Leonardo (Formerly Milla & Co. SIM) March 1994 - December 1998
Citigroup October 1990 - March 1994
UniCredit (Formerly Credito Italiano) January 1988 - October 1990
UBS Investment Bank (Formerly PaineWebber) June 1986 - January 1988
J.P. Morgan June 1980 - May 1984
Lehman Brothers June 1975 - June 1979
Skills
Corporate Finance, Private Equity, Financial Modeling, Due Diligence, Investments, Financial Analysis, Mergers & Acquisitions, Distressed..., Corporate Valuations, Corporate Strategy &..., Negotiations, Relationship Management, Hedge Fund Management, International..., Business Development, Mergers, International, Hedge Funds, Valuation, Investment Banking, Equities, Asset Management, Strategy, Finance, Corporations, Negotiation, Equity Research, Financial Services, Banking, IPO, Mutual Funds, Credit Analysis, Series 7, Capital Markets, Financial Markets, Analysis, Portfolio Management, Fixed Income, Structured Finance, Financial Structuring, Loans, Securities, Restructuring, Trading, Series 63, Commercial Banking, Investment Strategies, Corporate Development, M&A experience, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance / Marketing
Vassar College
Bachelor's Degree, Economics
Trinity School - New York
High School
Young Chase Young Chase's Lehman Brothers Experience August 2007 - September 2008
Job
Industry Investment Banking
Experience
Barclays September 2008 - Present
Lehman Brothers August 2007 - September 2008
Uncommon Schools May 2007 - July 2007
GE Energy August 2004 - August 2005
US Army June 1996 - August 2004
Skills
Strategy Development, Mergers, Financial Modeling, Financial Analysis, Personnel Development, Corporate Finance, Project Finance, Valuation, Strategy, Leadership, Investment Banking, Investments, Asset Managment, Due Diligence, Venture Capital, Portfolio Management, Personal Development, Risk Management, Fixed Income, Corporate Development, Emerging Markets, Equities, Capital Markets, Private Equity, Finance, Mergers & Acquisitions, Structured Finance, Asset Management, Alternative Investments, Bloomberg, Financial Structuring, Leveraged Finance
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
United States Military Academy at West Point 1992 — 1996
BS
Barclays September 2008 - Present
Lehman Brothers August 2007 - September 2008
Uncommon Schools May 2007 - July 2007
GE Energy August 2004 - August 2005
US Army June 1996 - August 2004
Skills
Strategy Development, Mergers, Financial Modeling, Financial Analysis, Personnel Development, Corporate Finance, Project Finance, Valuation, Strategy, Leadership, Investment Banking, Investments, Asset Managment, Due Diligence, Venture Capital, Portfolio Management, Personal Development, Risk Management, Fixed Income, Corporate Development, Emerging Markets, Equities, Capital Markets, Private Equity, Finance, Mergers & Acquisitions, Structured Finance, Asset Management, Alternative Investments, Bloomberg, Financial Structuring, Leveraged Finance
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
United States Military Academy at West Point 1992 — 1996
BS
Craig Rosenblatt Craig Rosenblatt's Lehman Brothers Experience 1996 - 1997
Job CFO at 3Cinteractive
Industry Wireless
Experience
3Cinteractive May 2012 - Present
Morgan Keegan / Revolution Partners February 2007 - June 2012
Mooreland Partners 2005 - 2007
Avaya 2004 - 2005
Texas Pacific Group 1997 - 2002
Lehman Brothers 1996 - 1997
Skills
Mobile Devices, Mergers, Corporate Development, Private Equity, Mobile Applications, Mergers & Acquisitions, Business Strategy, Venture Capital, Start-ups, SaaS, Strategy, CRM, Mobile Technology, Integrated Marketing, M&A experience, Strategic Partnerships, LBO, Mobile Commerce
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Harvard University 1992 — 1996
Bachelor of Arts (BA), Economics
3Cinteractive May 2012 - Present
Morgan Keegan / Revolution Partners February 2007 - June 2012
Mooreland Partners 2005 - 2007
Avaya 2004 - 2005
Texas Pacific Group 1997 - 2002
Lehman Brothers 1996 - 1997
Skills
Mobile Devices, Mergers, Corporate Development, Private Equity, Mobile Applications, Mergers & Acquisitions, Business Strategy, Venture Capital, Start-ups, SaaS, Strategy, CRM, Mobile Technology, Integrated Marketing, M&A experience, Strategic Partnerships, LBO, Mobile Commerce
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Harvard University 1992 — 1996
Bachelor of Arts (BA), Economics
Bryan J. Kim, CFA Bryan J. Kim, CFA's Lehman Brothers Experience April 2008 - October 2008
Job Manager, Strategy for North America Beverages at PepsiCo
Industry Consumer Goods
Experience
PepsiCo March 2015 - Present
PepsiCo August 2013 - March 2015
BlackRock July 2012 - August 2012
Nomura Securities October 2008 - August 2011
Lehman Brothers April 2008 - October 2008
Lehman Brothers July 2006 - April 2008
Siemens February 2006 - May 2006
Skills
Korean, Finance, Financial Modeling, Japanese Language..., Portfolio Management, Equities, Corporate Finance, Business Development, Valuation, Bloomberg, Liquidity Management, Capital Markets, Investment Banking, Equity Research, Financial Analysis, Hedge Funds, Fixed Income
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
UC Berkeley 2001 — 2005
Bachelor's degree, Economics, Asian Studies
PepsiCo March 2015 - Present
PepsiCo August 2013 - March 2015
BlackRock July 2012 - August 2012
Nomura Securities October 2008 - August 2011
Lehman Brothers April 2008 - October 2008
Lehman Brothers July 2006 - April 2008
Siemens February 2006 - May 2006
Skills
Korean, Finance, Financial Modeling, Japanese Language..., Portfolio Management, Equities, Corporate Finance, Business Development, Valuation, Bloomberg, Liquidity Management, Capital Markets, Investment Banking, Equity Research, Financial Analysis, Hedge Funds, Fixed Income
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
UC Berkeley 2001 — 2005
Bachelor's degree, Economics, Asian Studies
Christopher Mason's Lehman Brothers Experience 2003 - February 2007
Job Principal at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC April 2015 - Present
Halcyon Asset Management March 2007 - March 2015
Lehman Brothers 2003 - February 2007
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Capital Markets, Private Equity, Commodity, Equities, Investments, Asset Management, Hedging, Portfolio Management, Fixed Income
Education
Columbia University - Columbia Business School
MBA
University of Michigan
BA
Apollo Global Management LLC April 2015 - Present
Halcyon Asset Management March 2007 - March 2015
Lehman Brothers 2003 - February 2007
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Capital Markets, Private Equity, Commodity, Equities, Investments, Asset Management, Hedging, Portfolio Management, Fixed Income
Education
Columbia University - Columbia Business School
MBA
University of Michigan
BA
Sachin Kadakia's Lehman Brothers Experience July 1999 - April 2003
Job Director, Strategy & Finance, Small Business Group at Intuit
Industry Computer Software
Experience
Intuit August 2014 - Present
Intuit June 2010 - March 2015
McKinsey & Company September 2007 - June 2010
Kidsave January 2004 - December 2004
Tanzania Capital Boosting Association June 2003 - December 2003
Lehman Brothers July 1999 - April 2003
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Management & Social Enterprise
Duke University 1995 — 1999
BA, Economics
Intuit August 2014 - Present
Intuit June 2010 - March 2015
McKinsey & Company September 2007 - June 2010
Kidsave January 2004 - December 2004
Tanzania Capital Boosting Association June 2003 - December 2003
Lehman Brothers July 1999 - April 2003
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Management & Social Enterprise
Duke University 1995 — 1999
BA, Economics
Anthony Graham's Lehman Brothers Experience August 2005 - February 2007
Job Chief Financial Officer at Academy Securities, Inc
Industry Financial Services
Experience
Academy Securities, Inc January 2012 - Present
Academy Properties, Inc. February 2007 - Present
Lehman Brothers August 2005 - February 2007
U.S. Navy May 1998 - December 2003
Skills
Series 7, Series 63, Series 24, FINRA, Portfolio Management, Fixed Income, Bonds, Capital Markets, Equity Trading, Securities, Electronic Trading, Derivatives, Hedge Funds, Alternative Investments, Investment Advisory, Trading, Series 52, Series 53, Series 27, FINOP
Education
Columbia Business School 2004 — 2005
MBA, Finance
U.S. Naval Academy 1994 — 1998
BS, Political Science
Gulliver Preparatory School 1990 — 1994
Academy Securities, Inc January 2012 - Present
Academy Properties, Inc. February 2007 - Present
Lehman Brothers August 2005 - February 2007
U.S. Navy May 1998 - December 2003
Skills
Series 7, Series 63, Series 24, FINRA, Portfolio Management, Fixed Income, Bonds, Capital Markets, Equity Trading, Securities, Electronic Trading, Derivatives, Hedge Funds, Alternative Investments, Investment Advisory, Trading, Series 52, Series 53, Series 27, FINOP
Education
Columbia Business School 2004 — 2005
MBA, Finance
U.S. Naval Academy 1994 — 1998
BS, Political Science
Gulliver Preparatory School 1990 — 1994
Santosh Sekar's Lehman Brothers Experience July 2002 - May 2006
Job President, Sales and Marketing at Roller Essentials
Industry Financial Services
Experience
Roller Essentials August 2012 - Present
American Express March 2011 - June 2012
Roller Essentials, LLC February 2010 - February 2011
Galleon Group July 2008 - November 2009
Bear Stearns June 2007 - August 2007
Millenium Technology Venture Partners January 2007 - May 2007
Lehman Brothers July 2002 - May 2006
Skills
Equity Valuation, Payments, Telecommunications..., Corporate Development, Investment Banking, Hedge Funds, Equities, Valuation, Financial Modeling, Bloomberg, Investments, Mergers, Due Diligence, Financial Services, Mergers & Acquisitions, Acquisitions
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Columbia University in the City of New York 1996 — 2001
BS, Engineering Management Systems
Roller Essentials August 2012 - Present
American Express March 2011 - June 2012
Roller Essentials, LLC February 2010 - February 2011
Galleon Group July 2008 - November 2009
Bear Stearns June 2007 - August 2007
Millenium Technology Venture Partners January 2007 - May 2007
Lehman Brothers July 2002 - May 2006
Skills
Equity Valuation, Payments, Telecommunications..., Corporate Development, Investment Banking, Hedge Funds, Equities, Valuation, Financial Modeling, Bloomberg, Investments, Mergers, Due Diligence, Financial Services, Mergers & Acquisitions, Acquisitions
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Columbia University in the City of New York 1996 — 2001
BS, Engineering Management Systems
Arnold Kakuda's Lehman Brothers Experience 2003 - 2005
Job Senior Credit Analyst Banking Sector at Bloomberg LP
Industry Investment Management
Experience
Bloomberg LP 2015 - Present
Google 2013 - 2014
UBS Investment Bank 2008 - 2012
Cowen and Company 2007 - 2008
Lehman Brothers 2003 - 2005
JP Morgan 2001 - 2003
Arthur Andersen LLP 1999 - 2001
Skills
Valuation, Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Due Diligence, Credit Derivatives, Trading, Derivatives, DCF, Investment Banking, Investments, LBO, Mergers, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance, Management
Vassar College 1995 — 1999
BA, Economics
Bloomberg LP 2015 - Present
Google 2013 - 2014
UBS Investment Bank 2008 - 2012
Cowen and Company 2007 - 2008
Lehman Brothers 2003 - 2005
JP Morgan 2001 - 2003
Arthur Andersen LLP 1999 - 2001
Skills
Valuation, Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Due Diligence, Credit Derivatives, Trading, Derivatives, DCF, Investment Banking, Investments, LBO, Mergers, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance, Management
Vassar College 1995 — 1999
BA, Economics
Isabelle Freidheim's Lehman Brothers Experience 2004 - 2005
Job Venture Partner at MissionOG
Industry Venture Capital & Private Equity
Experience
MissionOG June 2015 - Present
The London Fund March 2012 - August 2014
PonySafe July 2009 - October 2011
Invesco 2006 - 2007
Lehman Brothers 2004 - 2005
Skills
Entrepreneurship, Venture Capital, Start-ups, Private Equity, Investment Banking, Strategy, Business Strategy, E-commerce, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Valuation, Management, Business Development
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Columbia University in the City of New York 2002 — 2004
BA
Université Panthéon Assas (Paris II) 1999 — 2001
Ecole Active Bilingue 1997 — 1999
Baccalaureate
MissionOG June 2015 - Present
The London Fund March 2012 - August 2014
PonySafe July 2009 - October 2011
Invesco 2006 - 2007
Lehman Brothers 2004 - 2005
Skills
Entrepreneurship, Venture Capital, Start-ups, Private Equity, Investment Banking, Strategy, Business Strategy, E-commerce, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Valuation, Management, Business Development
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Columbia University in the City of New York 2002 — 2004
BA
Université Panthéon Assas (Paris II) 1999 — 2001
Ecole Active Bilingue 1997 — 1999
Baccalaureate
Adrian Ulrich's Lehman Brothers Experience May 2005 - August 2005
Job at Breithorn Capital Management LLC
Industry Investment Management
Experience
Breithorn Capital Management LLC January 2009 - Present
Aristone Capital Partners July 2006 - January 2009
Lehman Brothers May 2005 - August 2005
Thomas Phifer and Partners February 2003 - May 2004
Richard Meier & Partners June 1999 - February 2003
Skills
AutoCAD, Due Diligence, Real Estate Development, Valuation, Financial Modeling, Asset Managment, Strategy, Architectural Design, Adobe Creative Suite, Entrepreneurship, Project Management, Investments, Photoshop, Business Development, Private Equity, Venture Capital, Corporate Development, Asset Management
Education
Columbia University - Columbia Business School 2004 — 2006
Master of Business Administration (MBA), Real Estate
Lehigh University 1995 — 1999
Bachelor of Arts, Architecture
Choate Rosemary Hall 1992 — 1995
Breithorn Capital Management LLC January 2009 - Present
Aristone Capital Partners July 2006 - January 2009
Lehman Brothers May 2005 - August 2005
Thomas Phifer and Partners February 2003 - May 2004
Richard Meier & Partners June 1999 - February 2003
Skills
AutoCAD, Due Diligence, Real Estate Development, Valuation, Financial Modeling, Asset Managment, Strategy, Architectural Design, Adobe Creative Suite, Entrepreneurship, Project Management, Investments, Photoshop, Business Development, Private Equity, Venture Capital, Corporate Development, Asset Management
Education
Columbia University - Columbia Business School 2004 — 2006
Master of Business Administration (MBA), Real Estate
Lehigh University 1995 — 1999
Bachelor of Arts, Architecture
Choate Rosemary Hall 1992 — 1995
Karan Ahuja's Lehman Brothers Experience November 2007 - September 2008
Job Senior Manager, Treasury
Industry Restaurants
Experience
Burger King Corporation July 2015 - Present
AGI Partners, LLC June 2014 - November 2014
Nomura Securities January 2010 - July 2013
Nomura October 2008 - January 2010
Lehman Brothers November 2007 - September 2008
Ernst & Young February 2007 - November 2007
AIESEC Delhi University January 2006 - December 2006
Skills
Equity Research, Financial Modeling, Valuation, Equities, Emerging Markets, Healthcare, Financial Markets, Trading, Structured Products, Economics, Strategy, Equity Valuation, Due Diligence, DCF
Education
Columbia Business School 2013 — 2015
Delhi University 2003 — 2006
B.A. Honours, Economics
Burger King Corporation July 2015 - Present
AGI Partners, LLC June 2014 - November 2014
Nomura Securities January 2010 - July 2013
Nomura October 2008 - January 2010
Lehman Brothers November 2007 - September 2008
Ernst & Young February 2007 - November 2007
AIESEC Delhi University January 2006 - December 2006
Skills
Equity Research, Financial Modeling, Valuation, Equities, Emerging Markets, Healthcare, Financial Markets, Trading, Structured Products, Economics, Strategy, Equity Valuation, Due Diligence, DCF
Education
Columbia Business School 2013 — 2015
Delhi University 2003 — 2006
B.A. Honours, Economics
Chris Valli's Lehman Brothers Experience 1999 - 2008
Job Head of Asia Sales North America at Bernstein Research
Industry Capital Markets
Experience
Bernstein Research August 2014 - Present
CIMB 2012 - August 2014
Nomura 2008 - 2011
Lehman Brothers 1999 - 2008
Sandler O'Neill 1996 - 1997
Price Waterhouse 1993 - 1996
Skills
Equities, Emerging Markets, Series 7, Capital Markets
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Cornell University 1989 — 1993
Bernstein Research August 2014 - Present
CIMB 2012 - August 2014
Nomura 2008 - 2011
Lehman Brothers 1999 - 2008
Sandler O'Neill 1996 - 1997
Price Waterhouse 1993 - 1996
Skills
Equities, Emerging Markets, Series 7, Capital Markets
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Cornell University 1989 — 1993
Justin Arch's Lehman Brothers Experience July 2001 - December 2003
Job Chief Executive Officer at Blistex Inc.
Industry Consumer Goods
Experience
Blistex Inc. January 2014 - Present
Blistex Inc. September 2009 - December 2013
PepsiCo July 2008 - July 2009
PepsiCo June 2007 - August 2007
Swander Pace Capital January 2004 - July 2006
Lehman Brothers July 2001 - December 2003
Education
Columbia University - Columbia Business School 2006 — 2008
Georgetown University 1997 — 2001
BSBA
Blistex Inc. January 2014 - Present
Blistex Inc. September 2009 - December 2013
PepsiCo July 2008 - July 2009
PepsiCo June 2007 - August 2007
Swander Pace Capital January 2004 - July 2006
Lehman Brothers July 2001 - December 2003
Education
Columbia University - Columbia Business School 2006 — 2008
Georgetown University 1997 — 2001
BSBA
Brett Scheiner's Lehman Brothers Experience May 2004 - June 2005
Job Investor Relations Officer at Popular, Inc.
Industry Banking
Experience
Banco Popular de Puerto Rico May 2013 - Present
FBR June 2009 - 2012
Lehman Brothers May 2004 - June 2005
Loomis Sayles March 2002 - April 2004
Quickbrowse.com May 2000 - September 2001
Skills
Hedge Funds, Financial Modeling, Equity Research, Valuation, Equities
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
The Johns Hopkins University 1996 — 2000
BA, Economics
Ransom Everglades
Banco Popular de Puerto Rico May 2013 - Present
FBR June 2009 - 2012
Lehman Brothers May 2004 - June 2005
Loomis Sayles March 2002 - April 2004
Quickbrowse.com May 2000 - September 2001
Skills
Hedge Funds, Financial Modeling, Equity Research, Valuation, Equities
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
The Johns Hopkins University 1996 — 2000
BA, Economics
Ransom Everglades
Frank Prezioso's Lehman Brothers Experience 1999 - 2008
Job Managing Director at One William Street Capital
Industry Investment Management
Experience
One William Street Capital Management 2008 - Present
Lehman Brothers 1999 - 2008
Education
Columbia University - Columbia Business School
MBA
Yale University
BA
One William Street Capital Management 2008 - Present
Lehman Brothers 1999 - 2008
Education
Columbia University - Columbia Business School
MBA
Yale University
BA
Harry Escobar's Lehman Brothers Experience 1991 - 1998
Job Branch Administrative Manager at Credit Suisse Private Bank
Industry Financial Services
Experience
Credit Suisse Private Bank January 2007 - Present
Credit Suisse Private Banking USA 2007 - Present
UBS Wealth Management August 2004 - January 2007
lehman brothers 1991 - 1998
Citibank 1985 - 1991
Education
Columbia Law School 1975 — 1976
N/a, Law
New York University - Leonard N. Stern School of Business 1967 — 1969
MBA, Operations Research
Iona College 1964 — 1967
BA, Mathematics
Power Memorial Academy 1959 — 1963
Academic-Honors, Honors
St. Monica's Grammar School
Credit Suisse Private Bank January 2007 - Present
Credit Suisse Private Banking USA 2007 - Present
UBS Wealth Management August 2004 - January 2007
lehman brothers 1991 - 1998
Citibank 1985 - 1991
Education
Columbia Law School 1975 — 1976
N/a, Law
New York University - Leonard N. Stern School of Business 1967 — 1969
MBA, Operations Research
Iona College 1964 — 1967
BA, Mathematics
Power Memorial Academy 1959 — 1963
Academic-Honors, Honors
St. Monica's Grammar School
Wayne Weil's Lehman Brothers Experience 1993 - 1996
Job Director, Performance Improvement at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal March 2013 - Present
BlackRock August 2011 - December 2012
Hildebrandt International 2009 - July 2011
Pinnacle Sourcing Strategies June 2008 - July 2011
Bear Stearns March 2003 - May 2008
Wayne Weil Consulting February 2002 - February 2003
CrossBorder Exchange November 2000 - February 2002
Merrill Lynch July 1999 - November 2000
KPMG Consulting 1997 - 1999
Lehman Brothers 1993 - 1996
Skills
Contract Negotiations, Software Licensing, Outsourcing, Contract Negotiation, Offshoring, Strategic Sourcing, Vendor Management, BPO, Mergers, Due Diligence, Negotiation, Management Consulting, Cost Reduction, Procurement, Financial Modeling, Acquisition Integration, Contract Management, IT Strategy, Start-ups, IT Outsourcing, Enterprise Software, Strategy, Mergers & Acquisitions, Strategic Planning, Program Management, SaaS, Management, Competitive Analysis, Business Process, Governance, Analysis, Professional Services
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Dartmouth College 1984 — 1988
BA, English
Montclair Kimberley Academy (MKA) 1980 — 1984
High School
Alvarez & Marsal March 2013 - Present
BlackRock August 2011 - December 2012
Hildebrandt International 2009 - July 2011
Pinnacle Sourcing Strategies June 2008 - July 2011
Bear Stearns March 2003 - May 2008
Wayne Weil Consulting February 2002 - February 2003
CrossBorder Exchange November 2000 - February 2002
Merrill Lynch July 1999 - November 2000
KPMG Consulting 1997 - 1999
Lehman Brothers 1993 - 1996
Skills
Contract Negotiations, Software Licensing, Outsourcing, Contract Negotiation, Offshoring, Strategic Sourcing, Vendor Management, BPO, Mergers, Due Diligence, Negotiation, Management Consulting, Cost Reduction, Procurement, Financial Modeling, Acquisition Integration, Contract Management, IT Strategy, Start-ups, IT Outsourcing, Enterprise Software, Strategy, Mergers & Acquisitions, Strategic Planning, Program Management, SaaS, Management, Competitive Analysis, Business Process, Governance, Analysis, Professional Services
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Dartmouth College 1984 — 1988
BA, English
Montclair Kimberley Academy (MKA) 1980 — 1984
High School
Bryan Sekino, CFA's Lehman Brothers Experience October 2007 - September 2008
Job Equity Analyst at Brant Point Capital Management
Industry Investment Management
Experience
Brant Point Capital Management July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers October 2007 - September 2008
Skills
Equities, Valuation, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Fixed Income, Equity Research, Bloomberg, Private Equity, Emerging Markets, Corporate Finance, Investments, Special Situations, High Yield, Structured Finance, Credit Derivatives, Prime Brokerage, Asset Managment, Portfolio Management, Financial Analysis
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
University of Michigan 1996 — 2000
Bachelor of Arts, Economics
Holmdel High School 1992 — 1996
Brant Point Capital Management July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers October 2007 - September 2008
Skills
Equities, Valuation, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Fixed Income, Equity Research, Bloomberg, Private Equity, Emerging Markets, Corporate Finance, Investments, Special Situations, High Yield, Structured Finance, Credit Derivatives, Prime Brokerage, Asset Managment, Portfolio Management, Financial Analysis
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
University of Michigan 1996 — 2000
Bachelor of Arts, Economics
Holmdel High School 1992 — 1996
Blake Bath's Lehman Brothers Experience 1996 - 2006
Job CEO, Bay Bridge Capital Management
Industry Financial Services
Experience
Bay Bridge Capital 2007 - Present
Cogent Communications 2006 - Present
Lehman Brothers 1996 - 2006
Sanford C. Bernstein 1992 - 1996
MCI 1989 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments, Investments, Valuation, Private Equity, Asset Managment, Investment Banking, Venture Capital, Fixed Income, Financial Modeling, Portfolio Management, Corporate Development, Trading
Education
Columbia Business School 1986 — 1988
M.B.A., Finance
University of Michigan 1980 — 1984
B.S., Chemical Engineering
Bay Bridge Capital 2007 - Present
Cogent Communications 2006 - Present
Lehman Brothers 1996 - 2006
Sanford C. Bernstein 1992 - 1996
MCI 1989 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments, Investments, Valuation, Private Equity, Asset Managment, Investment Banking, Venture Capital, Fixed Income, Financial Modeling, Portfolio Management, Corporate Development, Trading
Education
Columbia Business School 1986 — 1988
M.B.A., Finance
University of Michigan 1980 — 1984
B.S., Chemical Engineering
Terence Woolf's Lehman Brothers Experience February 2007 - September 2008
Job General Counsel and Chief Operating Officer at Amici Capital, LLC
Industry Legal Services
Experience
Amici Capital, LLC December 2011 - Present
Barclays Capital September 2008 - December 2011
Lehman Brothers February 2007 - September 2008
Shearman & Sterling LLP 2002 - 2007
Education
Columbia University School of Law 1999 — 2002
JD
Columbia University in the City of New York 1996 — 1999
B.A., Political Science
Amici Capital, LLC December 2011 - Present
Barclays Capital September 2008 - December 2011
Lehman Brothers February 2007 - September 2008
Shearman & Sterling LLP 2002 - 2007
Education
Columbia University School of Law 1999 — 2002
JD
Columbia University in the City of New York 1996 — 1999
B.A., Political Science
Rashid Alvi's Lehman Brothers Experience May 2005 - April 2007
Job Managing Director at Harvard Capital Group
Industry Investment Banking
Experience
Harvard Capital Group January 2013 - Present
RKY Advisors March 2011 - December 2012
Acro Pharmaceutical Services April 2009 - February 2011
Goldman Sachs May 2007 - April 2009
Lehman Brothers May 2005 - April 2007
Davis Polk & Wardwell August 1999 - April 2005
Skills
Mergers, Mergers & Acquisitions, Corporate Governance, Due Diligence, Private Equity, Strategy, Investment Banking, Investments, Restructuring, Risk Management, Securities, Hedge Funds, Portfolio Management, IPO, Venture Capital, Corporate Development
Education
Columbia Law School 1996 — 1999
Harvard Capital Group January 2013 - Present
RKY Advisors March 2011 - December 2012
Acro Pharmaceutical Services April 2009 - February 2011
Goldman Sachs May 2007 - April 2009
Lehman Brothers May 2005 - April 2007
Davis Polk & Wardwell August 1999 - April 2005
Skills
Mergers, Mergers & Acquisitions, Corporate Governance, Due Diligence, Private Equity, Strategy, Investment Banking, Investments, Restructuring, Risk Management, Securities, Hedge Funds, Portfolio Management, IPO, Venture Capital, Corporate Development
Education
Columbia Law School 1996 — 1999
Carol Koh Evans's Lehman Brothers Experience 1994 - 1997
Job COO/CFO at Tradesy
Industry Online Media
Experience
Tradesy October 2014 - Present
XO Group Inc. (formerly The Knot, Inc.) May 2008 - May 2014
Massive (Microsoft) May 2006 - May 2008
Microsoft 2001 - 2008
Lehman Brothers 1994 - 1997
Skills
Strategy, E-commerce, Investment Banking, Corporate Development, Digital Media, Online Advertising, Strategic Partnerships, Business Development, Digital Strategy, Start-ups, Product Management, Email Marketing, Analytics, Competitive Analysis
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of California, Berkeley 1989 — 1993
BS, Finance, Real Estate
Tradesy October 2014 - Present
XO Group Inc. (formerly The Knot, Inc.) May 2008 - May 2014
Massive (Microsoft) May 2006 - May 2008
Microsoft 2001 - 2008
Lehman Brothers 1994 - 1997
Skills
Strategy, E-commerce, Investment Banking, Corporate Development, Digital Media, Online Advertising, Strategic Partnerships, Business Development, Digital Strategy, Start-ups, Product Management, Email Marketing, Analytics, Competitive Analysis
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of California, Berkeley 1989 — 1993
BS, Finance, Real Estate
Andrew Bauer's Lehman Brothers Experience June 1999 - June 2001
Job President at Neverware
Industry Computer Software
Experience
Neverware December 2014 - Present
Neverware November 2012 - November 2014
PlanITROI March 2011 - October 2012
PlanITROI November 2008 - February 2011
Stonebrook Fund Management April 2004 - March 2008
Booz Allen Hamilton July 2003 - April 2004
Lehman Brothers June 1999 - June 2001
Arthur Andersen September 1995 - May 1998
Skills
Strategic Planning, Corporate Development, Start-ups, Process Improvement
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Northwestern University 1991 — 1995
BA, Political Science
Hightstown High School 1987 — 1991
Neverware December 2014 - Present
Neverware November 2012 - November 2014
PlanITROI March 2011 - October 2012
PlanITROI November 2008 - February 2011
Stonebrook Fund Management April 2004 - March 2008
Booz Allen Hamilton July 2003 - April 2004
Lehman Brothers June 1999 - June 2001
Arthur Andersen September 1995 - May 1998
Skills
Strategic Planning, Corporate Development, Start-ups, Process Improvement
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Northwestern University 1991 — 1995
BA, Political Science
Hightstown High School 1987 — 1991
Tina Choe's Lehman Brothers Experience 1992 - 2008
Job Vice President at Acadian Asset Management
Industry Investment Banking
Experience
Acadian Asset Management 2014 - Present
Barclays Capital 2008 - 2013
Lehman Brothers 1992 - 2008
Massachusetts Industrial Finance Agency (predecessor to Massachusetts Development Finance Agency) 1989 - 1990
Skills
Research, Investment Banking, Financial Modeling, Finance, Project Finance, Capital Markets, Derivatives, Investments, Fixed Income, Credit, Bonds, Financial Structuring, Valuation, Equities, Hedge Funds
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
Wellesley College
BA, Political Science and History of Architecture
Acadian Asset Management 2014 - Present
Barclays Capital 2008 - 2013
Lehman Brothers 1992 - 2008
Massachusetts Industrial Finance Agency (predecessor to Massachusetts Development Finance Agency) 1989 - 1990
Skills
Research, Investment Banking, Financial Modeling, Finance, Project Finance, Capital Markets, Derivatives, Investments, Fixed Income, Credit, Bonds, Financial Structuring, Valuation, Equities, Hedge Funds
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
Wellesley College
BA, Political Science and History of Architecture
Dean Kim's Lehman Brothers Experience 2005 - 2007
Job CFO at JIOS Aerogel Limited
Industry Nanotechnology
Experience
JIOS Aerogel Limited 2012 - 2014
BNP Paribas 2007 - 2011
Lehman Brothers 2005 - 2007
UBS Investment Bank 2002 - 2005
Deloitte Consulting 1990 - 2002
Acumen Capital Partners 2000 - 2001
Skills
Portfolio Management, Financial Modeling, Valuation, Equities, Corporate Finance, Capital Markets, Private Equity, Equity Research, Investment Banking, Emerging Markets, Venture Capital, Alternative Investments, Fixed Income, Corporate Development, Derivatives, Financial Markets, IPO, Investor Relations, Due Diligence, Equity Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Yale University
BS, Engineering
JIOS Aerogel Limited 2012 - 2014
BNP Paribas 2007 - 2011
Lehman Brothers 2005 - 2007
UBS Investment Bank 2002 - 2005
Deloitte Consulting 1990 - 2002
Acumen Capital Partners 2000 - 2001
Skills
Portfolio Management, Financial Modeling, Valuation, Equities, Corporate Finance, Capital Markets, Private Equity, Equity Research, Investment Banking, Emerging Markets, Venture Capital, Alternative Investments, Fixed Income, Corporate Development, Derivatives, Financial Markets, IPO, Investor Relations, Due Diligence, Equity Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Yale University
BS, Engineering
Rachel Behrens's Lehman Brothers Experience July 2002 - August 2007
Job Senior HR Business Partner at RBC Capital Markets
Industry Human Resources
Experience
RBC Capital Markets June 2014 - Present
RBC Capital Markets June 2009 - Present
Sanford C. Bernstein May 2008 - August 2008
Lehman Brothers July 2002 - August 2007
Skills
Investment Banking, Talent Acquisition, Recruiting, Financial Modeling, College Recruiting, Valuation, Capital Markets, Equities, Talent Management, Management
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
Emory University 1998 — 2002
BBA, Finance
RBC Capital Markets June 2014 - Present
RBC Capital Markets June 2009 - Present
Sanford C. Bernstein May 2008 - August 2008
Lehman Brothers July 2002 - August 2007
Skills
Investment Banking, Talent Acquisition, Recruiting, Financial Modeling, College Recruiting, Valuation, Capital Markets, Equities, Talent Management, Management
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
Emory University 1998 — 2002
BBA, Finance
David Gruber's Lehman Brothers Experience 1999 - 2002
Job VP, Corporate Development & New Ventures at Johnson & Johnson
Industry Health, Wellness and Fitness
Experience
Johnson & Johnson Vice President, Planning & Business DevelopmentBristol-Myers SquibbSeptember 1986 - June 2005
Lehman Brothers 1999 - 2002
Education
Icahn School of Medicine at Mount Sinai 1981 — 1983
MD, Medicine
Columbia University - Columbia Business School
Johnson & Johnson Vice President, Planning & Business DevelopmentBristol-Myers SquibbSeptember 1986 - June 2005
Lehman Brothers 1999 - 2002
Education
Icahn School of Medicine at Mount Sinai 1981 — 1983
MD, Medicine
Columbia University - Columbia Business School
Maria Ellinikos's Lehman Brothers Experience July 1998 - August 1999
Job Senior Counsel at Akin Gump Strauss Hauer & Feld LLP
Industry Legal Services
Experience
Akin Gump Strauss Hauer & Feld LLP April 2007 - Present
Sidley Austin LLP August 2004 - March 2007
Dewey & LeBoeuf LLP September 2002 - May 2004
Lehman Brothers July 1998 - August 1999
Skills
Complex Commercial..., Insurance Litigation, Securities Litigation, Legal Writing, Litigation, Commercial Litigation, Intellectual Property, Legal Research, Civil Litigation, Legal Issues
Education
Columbia University School of Law 1999 — 2002
Doctor of Law (JD)
Columbia University in the City of New York 1994 — 1998
BA, magna cum laude, Economics
Akin Gump Strauss Hauer & Feld LLP April 2007 - Present
Sidley Austin LLP August 2004 - March 2007
Dewey & LeBoeuf LLP September 2002 - May 2004
Lehman Brothers July 1998 - August 1999
Skills
Complex Commercial..., Insurance Litigation, Securities Litigation, Legal Writing, Litigation, Commercial Litigation, Intellectual Property, Legal Research, Civil Litigation, Legal Issues
Education
Columbia University School of Law 1999 — 2002
Doctor of Law (JD)
Columbia University in the City of New York 1994 — 1998
BA, magna cum laude, Economics
Bin Yu's Lehman Brothers Experience 2003 - 2006
Job ED at JPM
Industry Capital Markets
Experience
JPMorgan March 2006 - Present
Lehman Brothers 2003 - 2006
Education
Columbia University - Columbia Business School 1999 — 2003
PhD, Computational Finance
JPMorgan March 2006 - Present
Lehman Brothers 2003 - 2006
Education
Columbia University - Columbia Business School 1999 — 2003
PhD, Computational Finance
Adrienne Filipov's Lehman Brothers Experience March 2006 - September 2008
Job Chief Human Resources Officer at Warburg Pincus LLC
Industry Banking
Experience
Warburg Pincus LLC May 2014 - Present
Barclays Investment Bank October 2013 - May 2014
Barclays Investment Bank April 2012 - October 2013
Barclays Capital September 2008 - April 2012
Lehman Brothers March 2006 - September 2008
Lehman Brothers March 2004 - March 2006
Lehman Brothers August 2001 - March 2004
International Paper 1996 - 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Cornell University 1991 — 1995
BS, Mechanical Engineering
The Moses Brown School 1979 — 1991
Warburg Pincus LLC May 2014 - Present
Barclays Investment Bank October 2013 - May 2014
Barclays Investment Bank April 2012 - October 2013
Barclays Capital September 2008 - April 2012
Lehman Brothers March 2006 - September 2008
Lehman Brothers March 2004 - March 2006
Lehman Brothers August 2001 - March 2004
International Paper 1996 - 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Cornell University 1991 — 1995
BS, Mechanical Engineering
The Moses Brown School 1979 — 1991
Carlos Balestra di Mottola's Lehman Brothers Experience June 1996 - August 1999
Job Business Development at d'Amico International SA
Industry Maritime
Experience
d’Amico Shipping Group May 2008 - Present
d'Amico International Shipping September 2006 - April 2008
d'Amico International September 2003 - August 2006
Banco Brascan September 1999 - August 2001
Lehman Brothers June 1996 - August 1999
Skills
Investment Banking, Corporate Finance, Valuation, Business Development, Private Equity, Management Consulting, Financial Analysis, Business Planning, Venture Capital, Project Planning, Business Strategy, Financial Modeling, Mergers & Acquisitions, Strategic Financial...
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
The London School of Economics and Political Science (LSE) 1993 — 1996
BSc, Economics
St Georges English School of Rome
St Georges English School of Rome
St Georges English School of Rome
d’Amico Shipping Group May 2008 - Present
d'Amico International Shipping September 2006 - April 2008
d'Amico International September 2003 - August 2006
Banco Brascan September 1999 - August 2001
Lehman Brothers June 1996 - August 1999
Skills
Investment Banking, Corporate Finance, Valuation, Business Development, Private Equity, Management Consulting, Financial Analysis, Business Planning, Venture Capital, Project Planning, Business Strategy, Financial Modeling, Mergers & Acquisitions, Strategic Financial...
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
The London School of Economics and Political Science (LSE) 1993 — 1996
BSc, Economics
St Georges English School of Rome
St Georges English School of Rome
St Georges English School of Rome
Amar Sil's Lehman Brothers Experience May 1991 - May 1993
Job Macro Proprietary Trader
Industry Investment Management
Experience
Independent Trader January 2009 - Present
Focus Investment Group October 2004 - September 2008
Citi Group January 2002 - September 2004
Capital Markets January 2000 - January 2002
Nomura June 1993 - May 1998
Lehman Brothers May 1991 - May 1993
Chemical Bank June 1989 - May 1991
Bloomberg June 1988 - May 1989
Baruch College September 1984 - May 1988
Skills
Fixed Income, Hedge Funds, Commodities, Equities, Asset Allocation, Options, Investments, Asset Management
Education
Columbia University - Columbia Business School 1979 — 1984
Ph D, Finance
Independent Trader January 2009 - Present
Focus Investment Group October 2004 - September 2008
Citi Group January 2002 - September 2004
Capital Markets January 2000 - January 2002
Nomura June 1993 - May 1998
Lehman Brothers May 1991 - May 1993
Chemical Bank June 1989 - May 1991
Bloomberg June 1988 - May 1989
Baruch College September 1984 - May 1988
Skills
Fixed Income, Hedge Funds, Commodities, Equities, Asset Allocation, Options, Investments, Asset Management
Education
Columbia University - Columbia Business School 1979 — 1984
Ph D, Finance
Preeta Ragavan's Lehman Brothers Experience May 2008 - July 2008
Job Equity Investment Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2014 - Present
T. Rowe Price May 2013 - August 2013
Barclays Capital July 2009 - June 2012
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Merrill Lynch June 2006 - August 2006
Skills
Equity Research, Financial Analysis, Financial Modeling, Financial Accounting, Company Valuation, Equity Valuation, Investment Valuation, Capital Markets, Microsoft Excel, FactSet, Microsoft Office, Report Writing, Business Ethics, Investments, Value Investing, Valuation, Equities
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
BA
T. Rowe Price August 2014 - Present
T. Rowe Price May 2013 - August 2013
Barclays Capital July 2009 - June 2012
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Merrill Lynch June 2006 - August 2006
Skills
Equity Research, Financial Analysis, Financial Modeling, Financial Accounting, Company Valuation, Equity Valuation, Investment Valuation, Capital Markets, Microsoft Excel, FactSet, Microsoft Office, Report Writing, Business Ethics, Investments, Value Investing, Valuation, Equities
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
BA
David J. Rosa's Lehman Brothers Experience 2003 - 2008
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2008 - Present
Lehman Brothers 2003 - 2008
Lehman Brothers 1997 - 2003
Loan Pricing Corporation 1994 - 1995
Ernst & Young 1992 - 1994
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1988 — 1992
BS, Operations Research & Engineering
Stuyvesant High School 1984 — 1988
HS
Neuberger Berman 2008 - Present
Lehman Brothers 2003 - 2008
Lehman Brothers 1997 - 2003
Loan Pricing Corporation 1994 - 1995
Ernst & Young 1992 - 1994
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1988 — 1992
BS, Operations Research & Engineering
Stuyvesant High School 1984 — 1988
HS
Emily Davis-Knight's Lehman Brothers Experience February 1992 - September 2008
Job SVP at Barclays / Lehman Brothers in Investment Banking
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers (Barclays Capital) 1992 - Present
Lehman Brothers February 1992 - September 2008
US Trust 1984 - 1990
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance & Marketing
Davidson College 1981 — 1984
BA, Economics
Barclays Capital September 2008 - Present
Lehman Brothers (Barclays Capital) 1992 - Present
Lehman Brothers February 1992 - September 2008
US Trust 1984 - 1990
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance & Marketing
Davidson College 1981 — 1984
BA, Economics
James (Jim) Ballan's Lehman Brothers Experience 1996 - 1999
Job SVP, Investor Relations and Capital Markets at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
Amy Cohen's Lehman Brothers Experience 2006 - 2009
Job Executive Recruiter at SG Partners
Industry Staffing and Recruiting
Experience
SG Partners April 2012 - Present
Lehman Brothers 2006 - 2009
Lehman Brothers February 1995 - December 1996
Lehman Brothers September 1989 - February 1995
Education
Columbia Business School 1987 — 1989
MBA, Finance and Real Estate
The Wharton School, University Of Pennsylvania 1981 — 1984
BSE, Finance and Economics
SG Partners April 2012 - Present
Lehman Brothers 2006 - 2009
Lehman Brothers February 1995 - December 1996
Lehman Brothers September 1989 - February 1995
Education
Columbia Business School 1987 — 1989
MBA, Finance and Real Estate
The Wharton School, University Of Pennsylvania 1981 — 1984
BSE, Finance and Economics
John-Even B. Øveraasen's Lehman Brothers Experience July 2005 - December 2006
Job MBA Candidate at Columbia Business School
Industry Higher Education
Experience
Bain & Company May 2014 - July 2014
Goldman Sachs June 2011 - May 2013
Goldman Sachs January 2011 - June 2011
Goldman Sachs August 2008 - December 2010
Goldman Sachs January 2007 - August 2008
Lehman Brothers July 2005 - December 2006
Lehman Brothers June 2004 - September 2004
Goldman Sachs April 2003 - April 2003
Skills
Derivatives, Exotic Derivatives, FX Options, FX trading, Emerging Markets, Hedging, Hedge Funds, Trading, Bloomberg, Electronic Trading, Currency, Fixed Income, Swaps, Interest Rate..., Structured Products, Capital Markets, Spanish-speaking, Macroeconomics, Product Structuring, Foreign Exchange, Mergers & Acquisitions
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
London School of Economics and Political Science, U. of London 2002 — 2005
BSc, Managament
Skagerak International School 1998 — 2001
International Baccalaureate, Valedictorian
Bain & Company May 2014 - July 2014
Goldman Sachs June 2011 - May 2013
Goldman Sachs January 2011 - June 2011
Goldman Sachs August 2008 - December 2010
Goldman Sachs January 2007 - August 2008
Lehman Brothers July 2005 - December 2006
Lehman Brothers June 2004 - September 2004
Goldman Sachs April 2003 - April 2003
Skills
Derivatives, Exotic Derivatives, FX Options, FX trading, Emerging Markets, Hedging, Hedge Funds, Trading, Bloomberg, Electronic Trading, Currency, Fixed Income, Swaps, Interest Rate..., Structured Products, Capital Markets, Spanish-speaking, Macroeconomics, Product Structuring, Foreign Exchange, Mergers & Acquisitions
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
London School of Economics and Political Science, U. of London 2002 — 2005
BSc, Managament
Skagerak International School 1998 — 2001
International Baccalaureate, Valedictorian
David Blechman's Lehman Brothers Experience 1995 - 1998
Job Founder, New State Capital Partners
Industry Venture Capital & Private Equity
Experience
New State Capital Partners June 2013 - Present
H.I.G. Capital November 2011 - June 2013
Tower Three Partners August 2009 - November 2011
Columbia Business School September 2006 - December 2009
Sun Capital Partners June 2005 - August 2009
The Blackstone Group 2000 - 2005
Lehman Brothers 1995 - 1998
Skills
Private Equity, Valuation, Venture Capital, Corporate Development, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Investment Banking, Capital Markets, Hedge Funds, Restructuring, Leveraged Finance, Equities, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
The University of Chicago 1991 — 1995
BA
New State Capital Partners June 2013 - Present
H.I.G. Capital November 2011 - June 2013
Tower Three Partners August 2009 - November 2011
Columbia Business School September 2006 - December 2009
Sun Capital Partners June 2005 - August 2009
The Blackstone Group 2000 - 2005
Lehman Brothers 1995 - 1998
Skills
Private Equity, Valuation, Venture Capital, Corporate Development, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Investment Banking, Capital Markets, Hedge Funds, Restructuring, Leveraged Finance, Equities, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
The University of Chicago 1991 — 1995
BA
Bryan Magliaro's Lehman Brothers Experience 2001 - 2009
Job Director at Citi
Industry Financial Services
Experience
Citi August 2012 - Present
Deutsche Bank 2009 - August 2012
Lehman Brothers 2001 - 2009
United States Air Force May 1996 - June 2000
Skills
Distressed Debt, Bankruptcy Claims, Investment Banking, Derivatives, Structured Products, Valuation, Credit Derivatives, Capital Markets, Fixed Income, Hedge Funds, Equities, Alternative Investments, Structured Finance, Private Equity, Value Investing, Special Situations...
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Cornell University
Engineering
Citi August 2012 - Present
Deutsche Bank 2009 - August 2012
Lehman Brothers 2001 - 2009
United States Air Force May 1996 - June 2000
Skills
Distressed Debt, Bankruptcy Claims, Investment Banking, Derivatives, Structured Products, Valuation, Credit Derivatives, Capital Markets, Fixed Income, Hedge Funds, Equities, Alternative Investments, Structured Finance, Private Equity, Value Investing, Special Situations...
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Cornell University
Engineering
Caroline Samsen's Lehman Brothers Experience September 2005 - September 2007
Job VP, Regulatory Operations, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2010 - Present
Lehman Brothers September 2005 - September 2007
PricewaterhouseCoopers September 2001 - August 2005
Skills
Valuation, Investments, Capital Markets, Equities, Investment Banking, Hedge Funds, Derivatives, Mergers, Prime Brokerage, Bloomberg, Risk Management, Fixed Income, Alternative Investments, Credit Derivatives, Equity Research, Series 7
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Connecticut College 1983 — 1987
BA, Political Science and Government; Sociology
Goldman Sachs April 2010 - Present
Lehman Brothers September 2005 - September 2007
PricewaterhouseCoopers September 2001 - August 2005
Skills
Valuation, Investments, Capital Markets, Equities, Investment Banking, Hedge Funds, Derivatives, Mergers, Prime Brokerage, Bloomberg, Risk Management, Fixed Income, Alternative Investments, Credit Derivatives, Equity Research, Series 7
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Connecticut College 1983 — 1987
BA, Political Science and Government; Sociology
Payal Arora's Lehman Brothers Experience 2006 - 2007
Job Sr. Manager, Brand Strategy & Innovation at American Express OPEN
Industry Marketing and Advertising
Experience
American Express OPEN September 2015 - Present
American Express February 2015 - August 2015
American Express OPEN July 2012 - September 2013
American Express July 2011 - July 2012
American Express June 2010 - July 2011
American Express June 2009 - August 2009
Children for Children 2007 - 2008
Lehman Brothers 2006 - 2007
Lehman Brothers 2004 - 2006
Skills
Marketing Strategy, Cross-functional Team..., Marketing Communications, Brand Awareness, Digital Marketing, Strategy, Integrated Marketing, Competitive Analysis, Online Marketing, Loyalty Marketing, Financial Analysis, Budgeting, Product Development
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Marketing
University of Pennsylvania - The Wharton School 2000 — 2004
BSE, Concentration: Finance, Minor: English
American Express OPEN September 2015 - Present
American Express February 2015 - August 2015
American Express OPEN July 2012 - September 2013
American Express July 2011 - July 2012
American Express June 2010 - July 2011
American Express June 2009 - August 2009
Children for Children 2007 - 2008
Lehman Brothers 2006 - 2007
Lehman Brothers 2004 - 2006
Skills
Marketing Strategy, Cross-functional Team..., Marketing Communications, Brand Awareness, Digital Marketing, Strategy, Integrated Marketing, Competitive Analysis, Online Marketing, Loyalty Marketing, Financial Analysis, Budgeting, Product Development
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Marketing
University of Pennsylvania - The Wharton School 2000 — 2004
BSE, Concentration: Finance, Minor: English
Bahram Shirazi's Lehman Brothers Experience 1991 - 1993
Job Founder and President, Q.bel Foods LLC
Industry Food & Beverages
Experience
Q.bel Foods LLC September 2008 - Present
The Cypress Group 1994 - 2007
Lehman Brothers 1991 - 1993
Lehman Brothers 1988 - 1991
Absolut Software 1985 - 1986
Skills
Mergers, Venture Capital, Consumer Products, Food, Distributors, Product Development, Brand Development, Pricing, Entrepreneurship, Start-ups, Corporate Finance
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Business Administration
Tufts University 1981 — 1985
BSEE, Electrical Engineering
Q.bel Foods LLC September 2008 - Present
The Cypress Group 1994 - 2007
Lehman Brothers 1991 - 1993
Lehman Brothers 1988 - 1991
Absolut Software 1985 - 1986
Skills
Mergers, Venture Capital, Consumer Products, Food, Distributors, Product Development, Brand Development, Pricing, Entrepreneurship, Start-ups, Corporate Finance
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Business Administration
Tufts University 1981 — 1985
BSEE, Electrical Engineering
Robbin Johnson's Lehman Brothers Experience 2006 - 2007
Job Agency Counsel at New York City Financial Information Services Agency
Industry Information Technology and Services
Experience
New York City Financial Information Services Agency December 2013 - Present
LexisNexis May 2013 - Present
New York City Financial Information Services Agency July 2013 - December 2013
American Express 2012 - 2012
New York City Financial Information Services Agency 2011 - 2012
Accenture 2010 - 2010
FedEx Office July 2009 - 2009
American Express 2007 - 2008
Lehman Brothers 2006 - 2007
Cablevision 2002 - 2005
Skills
TECHNOLOGY TRANSACTIONS..., Corporate Law, Contract Negotiation, Telecommunications, Privacy Law, Legal Writing, Litigation, Legal Research, Intellectual Property, Outsourcing, Mergers & Acquisitions, Licensing
Education
Columbia University School of Law
Juris Doctor
New York City Financial Information Services Agency December 2013 - Present
LexisNexis May 2013 - Present
New York City Financial Information Services Agency July 2013 - December 2013
American Express 2012 - 2012
New York City Financial Information Services Agency 2011 - 2012
Accenture 2010 - 2010
FedEx Office July 2009 - 2009
American Express 2007 - 2008
Lehman Brothers 2006 - 2007
Cablevision 2002 - 2005
Skills
TECHNOLOGY TRANSACTIONS..., Corporate Law, Contract Negotiation, Telecommunications, Privacy Law, Legal Writing, Litigation, Legal Research, Intellectual Property, Outsourcing, Mergers & Acquisitions, Licensing
Education
Columbia University School of Law
Juris Doctor
Catherine Banat's Lehman Brothers Experience 1998 - 1999
Job Institutional Portfolio Manager at RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management May 2014 - Present
New York City Retirement Systems January 2011 - April 2014
C3 Capital 2000 - 2010
Lehman Brothers 1998 - 1999
Paloma Partners 1995 - 1997
Goldman Sachs 1985 - 1995
Education
Columbia University - Columbia Business School
MBA
University of Pennsylvania
BA, History
University of Pennsylvania - The Wharton School
BSE
RBC Global Asset Management May 2014 - Present
New York City Retirement Systems January 2011 - April 2014
C3 Capital 2000 - 2010
Lehman Brothers 1998 - 1999
Paloma Partners 1995 - 1997
Goldman Sachs 1985 - 1995
Education
Columbia University - Columbia Business School
MBA
University of Pennsylvania
BA, History
University of Pennsylvania - The Wharton School
BSE
Mike Whang's Lehman Brothers Experience 1994 - 2008
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital 2008 - Present
Lehman Brothers 1994 - 2008
Skills
Structured Products, Fixed Income, Capital Markets, Investment Banking, Derivatives, Credit Derivatives, Interest Rate..., Hedge Funds, Structured Finance, Bonds, Securitization, Swaps, Alternative Investments, Series 7, Bloomberg, Financial Structuring, Trading
Education
Columbia College
Columbia Law School
Barclays Capital 2008 - Present
Lehman Brothers 1994 - 2008
Skills
Structured Products, Fixed Income, Capital Markets, Investment Banking, Derivatives, Credit Derivatives, Interest Rate..., Hedge Funds, Structured Finance, Bonds, Securitization, Swaps, Alternative Investments, Series 7, Bloomberg, Financial Structuring, Trading
Education
Columbia College
Columbia Law School
Knut Hoff's Lehman Brothers Experience 1997 - 1999
Job Business Continuity Leader|Risk Management|Business Operations Manager|Technology Manager
Industry Financial Services
Experience
Standard & Poor's 2004 - 2015
The Apptimus Company 2003 - 2004
Dynamic Services International 1999 - 2003
Lehman Brothers 1997 - 1999
Skills
Global Business..., Risk Assessment, Business Impact Analysis, Business Recovery..., Disaster Recovery, Global Emergency..., ISO 27001, ISO 22301, NITS, Business Continuity..., FFIEC, Risk Management, Enterprise Risk..., Operational Risk..., Process Risk, Cyber-security, Pandemic Planning, Employee Training, Crisis Communications, Sustainable Business..., Regulatory Compliance, Standards Compliance, Information Security..., Test Planning, Test Management, Written Communication, Influence Without..., Financial Risk, Risk Analysis, Financial Services, Vendor Management, Capital Markets, Financial Markets, Fixed Income, Equities, Trading Systems, Derivatives, Investment Banking, Business Analysis, SDLC, Program Management, Process Improvement, Information Technology, Technology Management, Technology Integration, Software Project..., Excel VBA, Multi-Cultural Team..., Security Operations, Business Continuity
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Los Angeles
MA, Literature
Portland State University
BA, Literature
Standard & Poor's 2004 - 2015
The Apptimus Company 2003 - 2004
Dynamic Services International 1999 - 2003
Lehman Brothers 1997 - 1999
Skills
Global Business..., Risk Assessment, Business Impact Analysis, Business Recovery..., Disaster Recovery, Global Emergency..., ISO 27001, ISO 22301, NITS, Business Continuity..., FFIEC, Risk Management, Enterprise Risk..., Operational Risk..., Process Risk, Cyber-security, Pandemic Planning, Employee Training, Crisis Communications, Sustainable Business..., Regulatory Compliance, Standards Compliance, Information Security..., Test Planning, Test Management, Written Communication, Influence Without..., Financial Risk, Risk Analysis, Financial Services, Vendor Management, Capital Markets, Financial Markets, Fixed Income, Equities, Trading Systems, Derivatives, Investment Banking, Business Analysis, SDLC, Program Management, Process Improvement, Information Technology, Technology Management, Technology Integration, Software Project..., Excel VBA, Multi-Cultural Team..., Security Operations, Business Continuity
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Los Angeles
MA, Literature
Portland State University
BA, Literature
Amitabh Arora's Lehman Brothers Experience 2004 - 2008
Job Systemic Risk at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Citi August 2012 - April 2015
Citigroup October 2009 - August 2012
International Monetary Fund February 2009 - October 2009
Lehman Brothers 2004 - 2008
Morgan Stanley July 2003 - May 2004
Lehman Brothers December 1996 - May 2003
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Interest Rate..., Investments
Education
Columbia University - Columbia Business School 1991 — 1996
Ph.D., Finance
Citi April 2015 - Present
Citi August 2012 - April 2015
Citigroup October 2009 - August 2012
International Monetary Fund February 2009 - October 2009
Lehman Brothers 2004 - 2008
Morgan Stanley July 2003 - May 2004
Lehman Brothers December 1996 - May 2003
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Interest Rate..., Investments
Education
Columbia University - Columbia Business School 1991 — 1996
Ph.D., Finance
Clay Griffin, CFA's Lehman Brothers Experience July 2007 - September 2008
Job Equity Research Associate
Industry Investment Management
Experience
Deutsche Bank November 2014 - Present
Evercore Partners May 2014 - October 2014
Lehman Brothers (in Administration) March 2009 - July 2011
Barclays Capital September 2008 - March 2009
Lehman Brothers July 2007 - September 2008
Education
Columbia Business School 2011 — 2013
MBA, Value Investing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA with Distinction, Finance
Deutsche Bank November 2014 - Present
Evercore Partners May 2014 - October 2014
Lehman Brothers (in Administration) March 2009 - July 2011
Barclays Capital September 2008 - March 2009
Lehman Brothers July 2007 - September 2008
Education
Columbia Business School 2011 — 2013
MBA, Value Investing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA with Distinction, Finance
Rodney Plaskett's Lehman Brothers Experience January 2011 - July 2012
Job Director Investments Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2014 - Present
Lehman Brothers January 2011 - July 2012
Maxim Group January 2011 - January 2012
Barclays January 2009 - January 2010
Fulcrum Global Partners 2003 - 2005
Bank of America January 2001 - January 2004
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Cahill Gordon & Reindel LLP December 1982 - December 1986
Skills
Financial Advisory, Financial Services, Wealth Management..., Relationship Management, Retirement Savings
Education
Columbia University School of Law 1977 — 1981
Doctor of Law (J.D.), Law
Franklin & Marshall College 1973 — 1977
BA, History
Oppenheimer & Co. Inc. June 2014 - Present
Lehman Brothers January 2011 - July 2012
Maxim Group January 2011 - January 2012
Barclays January 2009 - January 2010
Fulcrum Global Partners 2003 - 2005
Bank of America January 2001 - January 2004
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Cahill Gordon & Reindel LLP December 1982 - December 1986
Skills
Financial Advisory, Financial Services, Wealth Management..., Relationship Management, Retirement Savings
Education
Columbia University School of Law 1977 — 1981
Doctor of Law (J.D.), Law
Franklin & Marshall College 1973 — 1977
BA, History
Anuj Jindal, CFA's Lehman Brothers Experience July 2006 - September 2008
Job MBA candidate Columbia Business School
Industry Higher Education
Experience
McKinsey & Company June 2015 - August 2015
Nomura October 2008 - July 2014
ProCore Knowledge Group 2009 - 2012
Lehman Brothers July 2006 - September 2008
Skills
Equities, Business Strategy, Business Process..., New Business Development, Derivatives, Structured Products, Fixed Income, Capital Markets, Options, Financial Structuring, Corporate Finance, Equity Derivatives, Credit Derivatives, Structured Finance, Investment Banking, Finance, Financial Modeling, Trading, Valuation
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General, Dean's List (2015)
Indian Institute of Technology, Bombay 2002 — 2006
Bachelor of Technology (B.Tech.), Engineering Physics
McKinsey & Company June 2015 - August 2015
Nomura October 2008 - July 2014
ProCore Knowledge Group 2009 - 2012
Lehman Brothers July 2006 - September 2008
Skills
Equities, Business Strategy, Business Process..., New Business Development, Derivatives, Structured Products, Fixed Income, Capital Markets, Options, Financial Structuring, Corporate Finance, Equity Derivatives, Credit Derivatives, Structured Finance, Investment Banking, Finance, Financial Modeling, Trading, Valuation
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General, Dean's List (2015)
Indian Institute of Technology, Bombay 2002 — 2006
Bachelor of Technology (B.Tech.), Engineering Physics
Ashley Halpern's Lehman Brothers Experience June 2007 - November 2008
Job Director of Investor Relations and Business Development at Mack Real Estate Credit Strategies, L.P.
Industry Financial Services
Experience
Mack Real Estate Group June 2013 - Present
CNA Insurance January 2011 - June 2013
Lehman Brothers Holdings Inc. November 2008 - January 2011
Lehman Brothers June 2007 - November 2008
Skills
Hedge Funds, Interest Rate..., Valuation, Business Development, Portfolio Management, Trading, Equity Derivatives, Financial Modeling, Risk Management, Derivatives, Fixed Income
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2003 — 2007
Mack Real Estate Group June 2013 - Present
CNA Insurance January 2011 - June 2013
Lehman Brothers Holdings Inc. November 2008 - January 2011
Lehman Brothers June 2007 - November 2008
Skills
Hedge Funds, Interest Rate..., Valuation, Business Development, Portfolio Management, Trading, Equity Derivatives, Financial Modeling, Risk Management, Derivatives, Fixed Income
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2003 — 2007
David Kampfe's Lehman Brothers Experience 2007 - 2008
Job Manager at Strategy& (formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, part of the PwC network (formerly Booz & Company) 2012 - Present
GE EFS 2011 - 2011
Barclays Capital 2008 - 2010
Lehman Brothers 2007 - 2008
Skills
Financial Modeling, Valuation, Due Diligence, Management Consulting, Corporate Finance, Private Equity, Emerging Markets, Corporate Development, Strategy, Business Strategy, Financial Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.)
University of Michigan 2001 — 2005
Bachelor of Science (B.S.), Mechanical Engineering
Strategy&, part of the PwC network (formerly Booz & Company) 2012 - Present
GE EFS 2011 - 2011
Barclays Capital 2008 - 2010
Lehman Brothers 2007 - 2008
Skills
Financial Modeling, Valuation, Due Diligence, Management Consulting, Corporate Finance, Private Equity, Emerging Markets, Corporate Development, Strategy, Business Strategy, Financial Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.)
University of Michigan 2001 — 2005
Bachelor of Science (B.S.), Mechanical Engineering
Daniel Zimbaldi, CFA's Lehman Brothers Experience 2006 - 2008
Job Managing Director at Evercore
Industry Investment Banking
Experience
Evercore July 2014 - Present
Deutsche Bank February 2012 - May 2014
Deutsche Bank October 2008 - February 2012
Lehman Brothers 2006 - 2008
J.P. Morgan June 2005 - February 2006
J.P. Morgan June 2004 - August 2004
Nicholas Applegate July 2002 - January 2003
Merrill Lynch July 1999 - May 2002
Education
Columbia Business School 2003 — 2005
MBA, Finance
Stanford University 1994 — 1998
Bachelor of Arts, International Relations
Evercore July 2014 - Present
Deutsche Bank February 2012 - May 2014
Deutsche Bank October 2008 - February 2012
Lehman Brothers 2006 - 2008
J.P. Morgan June 2005 - February 2006
J.P. Morgan June 2004 - August 2004
Nicholas Applegate July 2002 - January 2003
Merrill Lynch July 1999 - May 2002
Education
Columbia Business School 2003 — 2005
MBA, Finance
Stanford University 1994 — 1998
Bachelor of Arts, International Relations
Linda Caparyan's Lehman Brothers Experience July 2004 - September 2008
Job
Industry Marketing and Advertising
Experience
Unilever August 2012 - September 2013
Unilever June 2011 - August 2011
Barclays Capital September 2008 - March 2010
Lehman Brothers July 2004 - September 2008
Skills
Equity Capital Markets, Brand Management, Marketing, Corporate Finance, Product Development, Market Analysis, Financial Analysis, Analytics, Competitive Analysis, Customer Insight, Product Marketing, Market Research, Integrated Marketing, Product Management, Marketing Strategy, Business Strategy, Strategy, Consumer Products, Cross-functional Team..., Project Management
Education
Columbia Business School 2010 — 2012
MBA, Management, Marketing
Wesleyan University 2000 — 2004
BA, Mathematics-Economics, Psychology
Unilever August 2012 - September 2013
Unilever June 2011 - August 2011
Barclays Capital September 2008 - March 2010
Lehman Brothers July 2004 - September 2008
Skills
Equity Capital Markets, Brand Management, Marketing, Corporate Finance, Product Development, Market Analysis, Financial Analysis, Analytics, Competitive Analysis, Customer Insight, Product Marketing, Market Research, Integrated Marketing, Product Management, Marketing Strategy, Business Strategy, Strategy, Consumer Products, Cross-functional Team..., Project Management
Education
Columbia Business School 2010 — 2012
MBA, Management, Marketing
Wesleyan University 2000 — 2004
BA, Mathematics-Economics, Psychology
Andrea Sulyanto's Lehman Brothers Experience March 2011 - March 2012
Job Real Estate and Workplace Services at Google
Industry
Experience
Google May 2014 - Present
Lehman Brothers March 2011 - March 2012
Ernst & Young August 2007 - March 2011
Skills
Due Diligence, Forecasting, Valuation, Financial Analysis, Analysis, Market Research, Real Estate
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley 2003 — 2007
Bachelor's degree
Google May 2014 - Present
Lehman Brothers March 2011 - March 2012
Ernst & Young August 2007 - March 2011
Skills
Due Diligence, Forecasting, Valuation, Financial Analysis, Analysis, Market Research, Real Estate
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley 2003 — 2007
Bachelor's degree
Gloria Pak's Lehman Brothers Experience 1990 - 1992
Job Attorney
Industry Law Practice
Experience
Self-employed Associate CounselTime Inc.2000 - 2007
Levin & Srinivasan 1997 - 2000
Sherman & Sterling 1995 - 1997
Lehman Brothers 1990 - 1992
Education
Columbia Law School 1992 — 1995
JD, Law
Columbia University in the City of New York 1986 — 1990
BA, Political Science/ International Relations
Self-employed Associate CounselTime Inc.2000 - 2007
Levin & Srinivasan 1997 - 2000
Sherman & Sterling 1995 - 1997
Lehman Brothers 1990 - 1992
Education
Columbia Law School 1992 — 1995
JD, Law
Columbia University in the City of New York 1986 — 1990
BA, Political Science/ International Relations
William Wolff's Lehman Brothers Experience August 1983 - February 2000
Job Senior Advisor at Sagent Advisors,Inc
Industry Investment Banking
Experience
Sagent Advisors,Inc August 2011 - Present
Lykos Capital Management LLC January 2003 - December 2007
UBS Investment Bank March 2000 - March 2002
Lehman Brothers August 1983 - February 2000
Morgan Stanley March 1978 - August 1983
Salomon Brothers July 1971 - February 1978
Skills
Finance, Banking, Investments, Private Equity, Financial Institutions, Capital Markets, Valuation, Hedge Funds, Management
Education
Columbia University - Columbia Business School 1970 — 1971
Master of Business Administration (MBA), Finance, General
Columbia University School of Law 1967 — 1970
Doctor of Law (JD)
University of Michigan 1963 — 1967
Bachelor of Arts (B.A.), English Lit
Sagent Advisors,Inc August 2011 - Present
Lykos Capital Management LLC January 2003 - December 2007
UBS Investment Bank March 2000 - March 2002
Lehman Brothers August 1983 - February 2000
Morgan Stanley March 1978 - August 1983
Salomon Brothers July 1971 - February 1978
Skills
Finance, Banking, Investments, Private Equity, Financial Institutions, Capital Markets, Valuation, Hedge Funds, Management
Education
Columbia University - Columbia Business School 1970 — 1971
Master of Business Administration (MBA), Finance, General
Columbia University School of Law 1967 — 1970
Doctor of Law (JD)
University of Michigan 1963 — 1967
Bachelor of Arts (B.A.), English Lit
Carl Loschert's Lehman Brothers Experience 1997 - 2001
Job Portfolio Manager at Paloma Management Co.
Industry Financial Services
Experience
Paloma Management Co. March 2013 - Present
Millennium Capital January 2012 - March 2013
Diamondback Capital September 2009 - December 2011
Viathon Capital February 2008 - September 2009
SAC Capital March 2006 - January 2008
Goldman Sachs 2001 - 2006
Lehman Brothers 1997 - 2001
Skills
Trading, Portfolio Management, Credit, High Yield, Fixed Income, Hedge Funds, Derivatives
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Georgetown University
Paloma Management Co. March 2013 - Present
Millennium Capital January 2012 - March 2013
Diamondback Capital September 2009 - December 2011
Viathon Capital February 2008 - September 2009
SAC Capital March 2006 - January 2008
Goldman Sachs 2001 - 2006
Lehman Brothers 1997 - 2001
Skills
Trading, Portfolio Management, Credit, High Yield, Fixed Income, Hedge Funds, Derivatives
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Georgetown University
Amani Macaulay's Lehman Brothers Experience July 2006 - September 2008
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Securities February 2012 - Present
Nomura Securities October 2008 - June 2011
Lehman Brothers July 2006 - September 2008
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
Cornell University 1996 — 2001
Bachelor of Science (B.S.), Policy Analysis & Management / Consumer Economics
Guggenheim Securities February 2012 - Present
Nomura Securities October 2008 - June 2011
Lehman Brothers July 2006 - September 2008
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
Cornell University 1996 — 2001
Bachelor of Science (B.S.), Policy Analysis & Management / Consumer Economics
Aleksey Semenov's Lehman Brothers Experience 2005 - 2008
Job Finance PhD Candidate at Columbia Business School
Industry Financial Services
Experience
Barclays 2008 - 2011
Lehman Brothers 2005 - 2008
Education
Columbia Business School 2011 — 2016
Doctor of Philosophy (Ph.D.), Finance
Columbia University in the City of New York
Master’s Degree, Operations Research
Barclays 2008 - 2011
Lehman Brothers 2005 - 2008
Education
Columbia Business School 2011 — 2016
Doctor of Philosophy (Ph.D.), Finance
Columbia University in the City of New York
Master’s Degree, Operations Research
Jason Kesselman's Lehman Brothers Experience September 1998 - December 2000
Job Partner Director of Research at Steinberg Asset Management
Industry Financial Services
Experience
Steinberg Asset Management January 2009 - Present
Karsch Capital Management January 2008 - December 2008
Stonebrook Fund Management January 2001 - December 2007
Lehman Brothers September 1998 - December 2000
Education
Columbia Law School 1994 — 1998
Doctor of Law (JD)
Columbia University - Columbia Business School 1994 — 1998
Master of Business Administration (MBA), Finance, General
University of Michigan 1990 — 1994
Bachelor of Arts (B.A.), History
Steinberg Asset Management January 2009 - Present
Karsch Capital Management January 2008 - December 2008
Stonebrook Fund Management January 2001 - December 2007
Lehman Brothers September 1998 - December 2000
Education
Columbia Law School 1994 — 1998
Doctor of Law (JD)
Columbia University - Columbia Business School 1994 — 1998
Master of Business Administration (MBA), Finance, General
University of Michigan 1990 — 1994
Bachelor of Arts (B.A.), History
Charlie Hetzel's Lehman Brothers Experience 1973 - 1989
Job Retired
Industry Investment Management
Experience
Ark Asset Management 1989 - 2006
Lehman Brothers 1973 - 1989
Lehman Brothers 1969 - 1973
Education
Columbia University - Columbia Business School 1963 — 1965
Master of Business Administration (M.B.A.)
University of Utah 1959 — 1963
Bachelor’s Degree, Economics
Ark Asset Management 1989 - 2006
Lehman Brothers 1973 - 1989
Lehman Brothers 1969 - 1973
Education
Columbia University - Columbia Business School 1963 — 1965
Master of Business Administration (M.B.A.)
University of Utah 1959 — 1963
Bachelor’s Degree, Economics
Phyllis Bell's Lehman Brothers Experience July 2005 - December 2007
Job Data Entry at Healix, Inc.
Industry Oil & Energy
Experience
Healix, Inc. September 2014 - Present
Sam's Club August 2012 - September 2014
Lehman Brothers July 2005 - December 2007
Fairfax County Government February 1992 - November 2003
Skills
Organizational..., Problem Solving, Typing, Microsoft Word, Microsoft Excel, Outlook, Medical Terminology, Pay Close Attention to..., Data Entry, Filing, Customer Service, PowerPoint, Teamwork, Time Management, Training, Sales, Team Leadership, Operations Management, Retail, Account Management
Education
Columbia Union College 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Columbia Union College 2000 — 2003
Bachelor of Science BSBA, Business Administration and Management, General
Healix, Inc. September 2014 - Present
Sam's Club August 2012 - September 2014
Lehman Brothers July 2005 - December 2007
Fairfax County Government February 1992 - November 2003
Skills
Organizational..., Problem Solving, Typing, Microsoft Word, Microsoft Excel, Outlook, Medical Terminology, Pay Close Attention to..., Data Entry, Filing, Customer Service, PowerPoint, Teamwork, Time Management, Training, Sales, Team Leadership, Operations Management, Retail, Account Management
Education
Columbia Union College 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Columbia Union College 2000 — 2003
Bachelor of Science BSBA, Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS