Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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Lehman Brothers Employees
Employee
Years
Job
Industry
Sara Batterton Sara Batterton's Lehman Brothers Experience June 2006 - August 2006
Job Chief Operating Officer, Uncommon Schools
Industry Education Management
Experience
Uncommon Schools August 2015 - Present
Uncommon Schools July 2014 - July 2015
Uncommon Schools July 2012 - June 2014
Uncommon Schools June 2008 - June 2012
The Broad Center for the Management of School Systems July 2009 - June 2011
Jones Lang LaSalle July 2007 - June 2008
Lehman Brothers June 2006 - August 2006
National Federation of Community Development Credit Unions September 2004 - July 2005
The Annie E. Casey Foundation February 2002 - August 2004
Skills
Strategic Planning, Leadership, People Development, Management, Project Management, Community Development, Program Management, Real Estate Development, Non-profits, Social Innovation, Due Diligence, Asset Managment, Leases, Financial Analysis, Business Strategy, Strategy, Fundraising, Asset Management, Contract Negotiation, Grant Writing, Real Estate Transactions, Nonprofits, Community Engagement
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Real Estate, Finance, Social Enterprise
Columbia University in the City of New York 1997 — 2001
BA, Political Science, Spanish
The Bryn Mawr School 1994 — 1997
High School
Uncommon Schools August 2015 - Present
Uncommon Schools July 2014 - July 2015
Uncommon Schools July 2012 - June 2014
Uncommon Schools June 2008 - June 2012
The Broad Center for the Management of School Systems July 2009 - June 2011
Jones Lang LaSalle July 2007 - June 2008
Lehman Brothers June 2006 - August 2006
National Federation of Community Development Credit Unions September 2004 - July 2005
The Annie E. Casey Foundation February 2002 - August 2004
Skills
Strategic Planning, Leadership, People Development, Management, Project Management, Community Development, Program Management, Real Estate Development, Non-profits, Social Innovation, Due Diligence, Asset Managment, Leases, Financial Analysis, Business Strategy, Strategy, Fundraising, Asset Management, Contract Negotiation, Grant Writing, Real Estate Transactions, Nonprofits, Community Engagement
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Real Estate, Finance, Social Enterprise
Columbia University in the City of New York 1997 — 2001
BA, Political Science, Spanish
The Bryn Mawr School 1994 — 1997
High School
Jake Cochrane Jake Cochrane's Lehman Brothers Experience June 2006 - July 2006
Job MBA Candidate at Columbia Business School
Industry Management Consulting
Experience
Bain & Company June 2015 - August 2015
Oxford Valuation Partners May 2014 - August 2014
Next Caller October 2013 - February 2014
Bridgewater Associates July 2007 - September 2013
Lehman Brothers June 2006 - July 2006
Skills
Hedge Funds, Alternative Investments, Investment Management, Asset Management, Investments, Asset Allocation, Portfolio Management, Securities, Investment Strategies, Derivatives, Wealth Management, Bonds, Economics, Financial Services, Risk Management, Finance, Microsoft Excel, VBA, Equities, Fixed Income, Bloomberg, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Dean's List: Fall 2014, Spring 2015
Princeton University 2003 — 2007
BSE, Operations Research and Financial Engineering
The Roxbury Latin School 1997 — 2003
Bain & Company June 2015 - August 2015
Oxford Valuation Partners May 2014 - August 2014
Next Caller October 2013 - February 2014
Bridgewater Associates July 2007 - September 2013
Lehman Brothers June 2006 - July 2006
Skills
Hedge Funds, Alternative Investments, Investment Management, Asset Management, Investments, Asset Allocation, Portfolio Management, Securities, Investment Strategies, Derivatives, Wealth Management, Bonds, Economics, Financial Services, Risk Management, Finance, Microsoft Excel, VBA, Equities, Fixed Income, Bloomberg, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Dean's List: Fall 2014, Spring 2015
Princeton University 2003 — 2007
BSE, Operations Research and Financial Engineering
The Roxbury Latin School 1997 — 2003
Harry Bruni Harry Bruni's Lehman Brothers Experience 1994 - 2007
Job Executive Chairman at TOCA LLC
Industry Real Estate
Experience
TOCA LLC March 2014 - Present
Crest Investments, LTD. March 2011 - Present
JP Morgan Chase June 2007 - March 2011
Lehman Brothers 1994 - 2007
Skills
CMBS, Real Estate Economics, Asset Managment, Real Estate Development, Valuation, Real Estate, Loan Origination, Real Estate Financing, Investments, Due Diligence, Real Estate Private..., Capital Markets, Asset Management, Brokerage
Education
Columbia Business School 1993 — 1995
MBA, Finance and Coounting
Dartmouth College 1985 — 1989
BA, Economics
TOCA LLC March 2014 - Present
Crest Investments, LTD. March 2011 - Present
JP Morgan Chase June 2007 - March 2011
Lehman Brothers 1994 - 2007
Skills
CMBS, Real Estate Economics, Asset Managment, Real Estate Development, Valuation, Real Estate, Loan Origination, Real Estate Financing, Investments, Due Diligence, Real Estate Private..., Capital Markets, Asset Management, Brokerage
Education
Columbia Business School 1993 — 1995
MBA, Finance and Coounting
Dartmouth College 1985 — 1989
BA, Economics
Philip Blix Philip Blix's Lehman Brothers Experience April 1999 - December 2005
Job Partner at Metropolis Capital
Industry Financial Services
Experience
Metropolis Capital May 2014 - Present
Industry Capital April 2010 - December 2013
Hawkeye Capital Management January 2006 - March 2009
Lehman Brothers April 1999 - December 2005
Education
Columbia Business School
Metropolis Capital May 2014 - Present
Industry Capital April 2010 - December 2013
Hawkeye Capital Management January 2006 - March 2009
Lehman Brothers April 1999 - December 2005
Education
Columbia Business School
Moritz Poehl's Lehman Brothers Experience January 2006 - April 2010
Job Energy Leveraged Finance at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank March 2014 - Present
Gabelli Asset Management April 2010 - February 2014
Lehman Brothers January 2006 - April 2010
Skills
Equities, Hedge Funds, Private Equity, Capital Markets, Investment Banking, Equity Research, Financial Modeling, Bloomberg, LBO
Education
Columbia Business School 2013 — 2013
Master of Business Administration (MBA), Accounting and Finance
European Business School (EBS) - London
Barclays Investment Bank March 2014 - Present
Gabelli Asset Management April 2010 - February 2014
Lehman Brothers January 2006 - April 2010
Skills
Equities, Hedge Funds, Private Equity, Capital Markets, Investment Banking, Equity Research, Financial Modeling, Bloomberg, LBO
Education
Columbia Business School 2013 — 2013
Master of Business Administration (MBA), Accounting and Finance
European Business School (EBS) - London
Nadav Night Nadav Night's Lehman Brothers Experience 2008 - 2008
Job Business Development at KCG
Industry Financial Services
Experience
KCG Holdings, Inc. March 2012 - Present
NYSE Euronext October 2011 - March 2012
NYSE Euronext July 2009 - October 2011
Lehman Brothers 2008 - 2008
CEMEX 2006 - 2006
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Executive Program
Yale University 2005 — 2009
B.A., Economics & Latin American Studies, cum laude
KCG Holdings, Inc. March 2012 - Present
NYSE Euronext October 2011 - March 2012
NYSE Euronext July 2009 - October 2011
Lehman Brothers 2008 - 2008
CEMEX 2006 - 2006
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Executive Program
Yale University 2005 — 2009
B.A., Economics & Latin American Studies, cum laude
Tucker Hackett, CFA Tucker Hackett, CFA's Lehman Brothers Experience 2004 - 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Royal Bank of Scotland April 2011 - June 2015
Noble Group 2010 - April 2011
Lehman Brothers 2004 - 2009
Moody's Investors Service 1993 - 2003
The Chase Manhattan Bank 1987 - 1992
Skills
Capital Markets, Structured Finance, Fixed Income, Corporate Finance, Credit Analysis, Banking, Due Diligence, Credit Risk, Credit, Portfolio Management, Investment Banking, Credit Rating, Loans, Financial Risk, Investments, Financial Modeling, Financial Services, Derivatives, Valuation, Equities, Risk Management, Hedge Funds, Finance, Financial Structuring, Management, Emerging Markets
Education
Columbia University - School of International and Public Affairs 1985 — 1986
MA, International Affairs
Trinity College-Hartford 1977 — 1981
BA, History, French Language
CFA Institute
CFA, 2001, CFA
Morgan Stanley July 2015 - Present
Royal Bank of Scotland April 2011 - June 2015
Noble Group 2010 - April 2011
Lehman Brothers 2004 - 2009
Moody's Investors Service 1993 - 2003
The Chase Manhattan Bank 1987 - 1992
Skills
Capital Markets, Structured Finance, Fixed Income, Corporate Finance, Credit Analysis, Banking, Due Diligence, Credit Risk, Credit, Portfolio Management, Investment Banking, Credit Rating, Loans, Financial Risk, Investments, Financial Modeling, Financial Services, Derivatives, Valuation, Equities, Risk Management, Hedge Funds, Finance, Financial Structuring, Management, Emerging Markets
Education
Columbia University - School of International and Public Affairs 1985 — 1986
MA, International Affairs
Trinity College-Hartford 1977 — 1981
BA, History, French Language
CFA Institute
CFA, 2001, CFA
Stephen Bierer Stephen Bierer's Lehman Brothers Experience April 1996 - June 1999
Job
Industry Online Media
Experience
Loop Capital Markets, LLC April 2002 - May 2008
Credit Suisse First Boston 2001 - 2002
Lehman Brothers April 1996 - June 1999
Dillon, Read & Co., Inc. June 1994 - April 1996
Skills
Investment Banking, Private Equity, Fixed Income, Capital Markets, Valuation, Credit Analysis, Public Finance
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.)
Stevens High School (Rapid City, SD) 1988 — 1990
Pine View School (Sarasota, FL) 1982 — 1988
Loop Capital Markets, LLC April 2002 - May 2008
Credit Suisse First Boston 2001 - 2002
Lehman Brothers April 1996 - June 1999
Dillon, Read & Co., Inc. June 1994 - April 1996
Skills
Investment Banking, Private Equity, Fixed Income, Capital Markets, Valuation, Credit Analysis, Public Finance
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.)
Stevens High School (Rapid City, SD) 1988 — 1990
Pine View School (Sarasota, FL) 1982 — 1988
Nathan Burns, CFA Nathan Burns, CFA's Lehman Brothers Experience June 2004 - September 2007
Job Director at Highland Capital Management, L.P.
Industry Investment Banking
Experience
Highland Capital Management, L.P. July 2014 - Present
Ripplewood Holdings September 2007 - July 2014
Lehman Brothers June 2004 - September 2007
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Value Investing, Corporate Restructuring & Turnaround Management
Wake Forest University 2000 — 2004
Bachelor of Science (BS), Double Major in Analytical Finance & Economics, Summa Cum Laude and elected to Phi Beta Kappa
Highland Capital Management, L.P. July 2014 - Present
Ripplewood Holdings September 2007 - July 2014
Lehman Brothers June 2004 - September 2007
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Value Investing, Corporate Restructuring & Turnaround Management
Wake Forest University 2000 — 2004
Bachelor of Science (BS), Double Major in Analytical Finance & Economics, Summa Cum Laude and elected to Phi Beta Kappa
Andrea Murad Andrea Murad's Lehman Brothers Experience September 1998 - May 1999
Job Former Wall Street Professional Turned Freelance Journalist
Industry Writing and Editing
Experience
A.M. Media Works, Inc. June 2011 - Present
Self Employed October 2010 - Present
www.whowhatwhyny.com March 2009 - August 2009
Fitch Ratings June 1999 - March 2009
Lehman Brothers September 1998 - May 1999
Standard & Poor's DRI January 1997 - August 1998
Information Management Consultants September 1994 - December 1996
Skills
Journalism, Structured Finance, Feature Articles, Publications, Financial Analysis, Finance, Analysis, Writing, Technical Writing, Social Media, Facebook, Interviews, Public Speaking, Creative Writing, Financial Modeling, AP Style, Speech Writing, Fixed Income, Business Journalism, Writing Skills, Student Loans, Photography, Mortgage Lending, Feature Writing, Photoshop, Statistics, Small Business, French, Books, Photojournalism, Investigative Reporting, Ski, Financial Reporting, Fiction Writing, Quantitative Analysis, Probability, Presenter, Presentation Preparation, Presentation Development, Intermediate Italian, Residential Mortgages, Mortgage Industry, Skiing, Acoustic Guitar, Guitarist, Sculpture, speech, Book Writing, Copy Editing, Blogging
Education
Columbia University - Graduate School of Journalism 2009 — 2010
MS, Journalism with a specialization in magazine writing
University of Virginia 1990 — 1994
BS, Systems Engineering
McLean High School 1986 — 1990
High School
A.M. Media Works, Inc. June 2011 - Present
Self Employed October 2010 - Present
www.whowhatwhyny.com March 2009 - August 2009
Fitch Ratings June 1999 - March 2009
Lehman Brothers September 1998 - May 1999
Standard & Poor's DRI January 1997 - August 1998
Information Management Consultants September 1994 - December 1996
Skills
Journalism, Structured Finance, Feature Articles, Publications, Financial Analysis, Finance, Analysis, Writing, Technical Writing, Social Media, Facebook, Interviews, Public Speaking, Creative Writing, Financial Modeling, AP Style, Speech Writing, Fixed Income, Business Journalism, Writing Skills, Student Loans, Photography, Mortgage Lending, Feature Writing, Photoshop, Statistics, Small Business, French, Books, Photojournalism, Investigative Reporting, Ski, Financial Reporting, Fiction Writing, Quantitative Analysis, Probability, Presenter, Presentation Preparation, Presentation Development, Intermediate Italian, Residential Mortgages, Mortgage Industry, Skiing, Acoustic Guitar, Guitarist, Sculpture, speech, Book Writing, Copy Editing, Blogging
Education
Columbia University - Graduate School of Journalism 2009 — 2010
MS, Journalism with a specialization in magazine writing
University of Virginia 1990 — 1994
BS, Systems Engineering
McLean High School 1986 — 1990
High School
Brian Zipp Brian Zipp's Lehman Brothers Experience 1982 - 2000
Job Managing Partner at Rhythmic Capital Management
Industry Investment Management
Experience
Rhythmic Capital Management January 2009 - Present
Green Tree Servicing 2008 - 2009
Ellington Management Group 2005 - 2008
CoVision Capital Group January 2001 - March 2005
Lehman Brothers 1982 - 2000
U.S. Department of Treasury October 1977 - September 1980
Skills
Portfolio Management, Asset, Mortgage, Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Derivatives, Investments, Debt, Capital Markets, Financial Markets, Private Equity, Due Diligence, Wealth Management, Trading, Private Wealth..., Asset Allocation, Risk Management, Structured Products, Investment Strategies, Principal Investing, Emerging Markets, Credit, ABS, Corporate Development, Credit Risk, Investment Advisory, Asset Managment, Valuation
Education
Harvard Business School 1980 — 1982
MBA, Finance
Columbia University - School of International and Public Affairs 1975 — 1977
Masters International Affairs, Global Finance
Rhythmic Capital Management January 2009 - Present
Green Tree Servicing 2008 - 2009
Ellington Management Group 2005 - 2008
CoVision Capital Group January 2001 - March 2005
Lehman Brothers 1982 - 2000
U.S. Department of Treasury October 1977 - September 1980
Skills
Portfolio Management, Asset, Mortgage, Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Derivatives, Investments, Debt, Capital Markets, Financial Markets, Private Equity, Due Diligence, Wealth Management, Trading, Private Wealth..., Asset Allocation, Risk Management, Structured Products, Investment Strategies, Principal Investing, Emerging Markets, Credit, ABS, Corporate Development, Credit Risk, Investment Advisory, Asset Managment, Valuation
Education
Harvard Business School 1980 — 1982
MBA, Finance
Columbia University - School of International and Public Affairs 1975 — 1977
Masters International Affairs, Global Finance
Janet Hanson's Lehman Brothers Experience June 2004 - January 2007
Job Founder, 85 Broads
Industry Online Media
Experience
goaloop® December 2012 - Present
85 Broads Unlimited, LLC March 1997 - Present
Lehman Brothers June 2004 - January 2007
Milestone Capital Management, LLC January 1995 - June 2005
Goldman Sachs October 1991 - November 1993
Goldman Sachs August 1977 - April 1987
Skills
Asset Allocation, Start-ups, Competitive Analysis, Capital Allocation, PPC, Entrepreneurship, LBO, Venture Capital, Private Equity, Strategy, Financial Modeling, Strategic Partnerships, Corporate Development, Investments, Trading, Angel Investing, Professional Mentoring, Valuation, Fixed Income, Management, Social Entrepreneurship, Executive Management, Business Strategy, Hedge Funds, Mergers & Acquisitions
Education
Columbia University - Columbia Business School
MBA, Finance
Middlebury College
2007 Honorary Degree Recipient
Wheaton College (MA)
Government
goaloop® December 2012 - Present
85 Broads Unlimited, LLC March 1997 - Present
Lehman Brothers June 2004 - January 2007
Milestone Capital Management, LLC January 1995 - June 2005
Goldman Sachs October 1991 - November 1993
Goldman Sachs August 1977 - April 1987
Skills
Asset Allocation, Start-ups, Competitive Analysis, Capital Allocation, PPC, Entrepreneurship, LBO, Venture Capital, Private Equity, Strategy, Financial Modeling, Strategic Partnerships, Corporate Development, Investments, Trading, Angel Investing, Professional Mentoring, Valuation, Fixed Income, Management, Social Entrepreneurship, Executive Management, Business Strategy, Hedge Funds, Mergers & Acquisitions
Education
Columbia University - Columbia Business School
MBA, Finance
Middlebury College
2007 Honorary Degree Recipient
Wheaton College (MA)
Government
Anna Brian Lee Anna Brian Lee's Lehman Brothers Experience July 2006 - June 2008
Job Client Management and Loyalty Program Development at American Express
Industry Financial Services
Experience
American Express 2014 - Present
American Express 2012 - 2014
American Express September 2010 - April 2012
RealNetworks June 2009 - August 2009
Lehman Brothers July 2006 - June 2008
Citigroup May 2005 - July 2006
D.B. Zwirn & Co. September 2004 - May 2005
Lehman Brothers June 2004 - August 2004
Highbridge Capital Management August 2002 - June 2004
Skills
Investment Banking, Trading, Portfolio Management, Fixed Income, Derivatives, Marketing Management, Marketing, Social Media Marketing, Investor Relations, Product Management, Innovation, Innovation Development, Cross-functional Team..., Analysis, Strategy, Analytics, CRM
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA
London Business School 2009 — 2009
MBA
Columbia University in the City of New York 2001 — 2005
BA
Stuyvesant High School of Math & Science 1998 — 2001
H.S Diploma
American Express 2014 - Present
American Express 2012 - 2014
American Express September 2010 - April 2012
RealNetworks June 2009 - August 2009
Lehman Brothers July 2006 - June 2008
Citigroup May 2005 - July 2006
D.B. Zwirn & Co. September 2004 - May 2005
Lehman Brothers June 2004 - August 2004
Highbridge Capital Management August 2002 - June 2004
Skills
Investment Banking, Trading, Portfolio Management, Fixed Income, Derivatives, Marketing Management, Marketing, Social Media Marketing, Investor Relations, Product Management, Innovation, Innovation Development, Cross-functional Team..., Analysis, Strategy, Analytics, CRM
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA
London Business School 2009 — 2009
MBA
Columbia University in the City of New York 2001 — 2005
BA
Stuyvesant High School of Math & Science 1998 — 2001
H.S Diploma
Janet Lau's Lehman Brothers Experience August 2005 - July 2006
Job Urban Development, Planning + Finance
Industry Architecture & Planning
Experience
Berkman International December 2013 - May 2015
Devex September 2013 - December 2013
Los Angeles Department of Transportation (LADOT) June 2012 - August 2012
Avance pmc February 2011 - June 2011
Avance pmc January 2011 - June 2011
El Ministerio de Educación de España October 2009 - June 2010
Piper Jaffray July 2008 - May 2009
Stifel Nicolaus May 2007 - August 2007
Lehman Brothers August 2005 - July 2006
Skills
Spanish, Microsoft Office, Non-profits, Research, Writing, Public Policy, English, International..., Urban Planning, GIS, Environmental Policy, Community Outreach, Nonprofits, Qualitative Research, Policy, Policy Analysis, Project Planning, Sustainability, Sustainable Development, Project Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2015 — 2015
Tufts University 2011 — 2013
M.A., Urban and Environmental Planning and Policy
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance and International Business
Egg Harbor Township High School 2000 — 2004
High School Diploma
MIT
City/Urban, Community and Regional Planning
Berkman International December 2013 - May 2015
Devex September 2013 - December 2013
Los Angeles Department of Transportation (LADOT) June 2012 - August 2012
Avance pmc February 2011 - June 2011
Avance pmc January 2011 - June 2011
El Ministerio de Educación de España October 2009 - June 2010
Piper Jaffray July 2008 - May 2009
Stifel Nicolaus May 2007 - August 2007
Lehman Brothers August 2005 - July 2006
Skills
Spanish, Microsoft Office, Non-profits, Research, Writing, Public Policy, English, International..., Urban Planning, GIS, Environmental Policy, Community Outreach, Nonprofits, Qualitative Research, Policy, Policy Analysis, Project Planning, Sustainability, Sustainable Development, Project Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2015 — 2015
Tufts University 2011 — 2013
M.A., Urban and Environmental Planning and Policy
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance and International Business
Egg Harbor Township High School 2000 — 2004
High School Diploma
MIT
City/Urban, Community and Regional Planning
Jordan Szekely Jordan Szekely's Lehman Brothers Experience 1999 - 2001
Job Investment Advisor at Evercore Wealth Management
Industry Investment Management
Experience
Evercore Wealth Management 2012 - Present
Goldman Sachs 2010 - 2012
Industry Ventures 2009 - 2009
Focus Financial Partners 2008 - 2008
Veronis Suhler Stevenson 2006 - 2008
SAC Capital June 2005 - August 2005
TA Associates 2001 - 2004
Lehman Brothers 1999 - 2001
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Applied Value Investing
University of Pennsylvania 1996 — 1999
BA, Economics, Psychology
University of Michigan 1995 — 1996
The Bullis School
Evercore Wealth Management 2012 - Present
Goldman Sachs 2010 - 2012
Industry Ventures 2009 - 2009
Focus Financial Partners 2008 - 2008
Veronis Suhler Stevenson 2006 - 2008
SAC Capital June 2005 - August 2005
TA Associates 2001 - 2004
Lehman Brothers 1999 - 2001
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Applied Value Investing
University of Pennsylvania 1996 — 1999
BA, Economics, Psychology
University of Michigan 1995 — 1996
The Bullis School
Felix Herlihy Felix Herlihy's Lehman Brothers Experience 1986 - 2002
Job Managing Director at Cascadia Capital
Industry Financial Services
Experience
Cascadia Capital 2014 - Present
Cross Park Capital 2009 - 2014
Istithmar World 2006 - 2009
IFIL January 2004 - December 2005
Lehman Brothers 1986 - 2002
Education
Columbia University - Columbia Business School 1984 — 1986
Master of Business Administration (MBA)
Harvard University 1977 — 1982
AB Magna cum Laude, Economics
Cascadia Capital 2014 - Present
Cross Park Capital 2009 - 2014
Istithmar World 2006 - 2009
IFIL January 2004 - December 2005
Lehman Brothers 1986 - 2002
Education
Columbia University - Columbia Business School 1984 — 1986
Master of Business Administration (MBA)
Harvard University 1977 — 1982
AB Magna cum Laude, Economics
Evan Schwartzfarb Evan Schwartzfarb's Lehman Brothers Experience August 2003 - January 2007
Job Segment Capital
Industry Investment Management
Experience
Segment Capital January 2012 - Present
American Securities 2007 - January 2012
Lehman Brothers August 2003 - January 2007
Palm Capital Investors, Inc. 1998 - 2001
Bear Stearns 1996 - 1998
Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Investments, Finance, Entrepreneurship, Capital Markets, Equities, Mergers, LBO, Venture Capital, Hedge Funds, Securities, Emerging Markets, Asset Managment, Bloomberg, Portfolio Management, Private Equity, Business Development, Business, Negotiation, Start-ups
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Harvard University 1992 — 1996
BA
Segment Capital January 2012 - Present
American Securities 2007 - January 2012
Lehman Brothers August 2003 - January 2007
Palm Capital Investors, Inc. 1998 - 2001
Bear Stearns 1996 - 1998
Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Investments, Finance, Entrepreneurship, Capital Markets, Equities, Mergers, LBO, Venture Capital, Hedge Funds, Securities, Emerging Markets, Asset Managment, Bloomberg, Portfolio Management, Private Equity, Business Development, Business, Negotiation, Start-ups
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Harvard University 1992 — 1996
BA
Steve Govoni's Lehman Brothers Experience August 2002 - September 2005
Job Senior Financial Writer at Lord Abbett
Industry Investment Management
Experience
Lord, Abbett & Co. LLC January 2006 - Present
New York Financial Writers Association January 2006 - October 2014
Connecticut Center for Patient Safety November 2002 - June 2011
Connecticut Center for Patient Safety November 2002 - December 2007
Lehman Brothers August 2002 - September 2005
UBS September 1996 - July 2001
Morgan Stanley February 1994 - September 1996
CFO Magazine June 1991 - February 1994
Information Week 1992 - 1994
Corporate Finance Magazine 1988 - 1991
Skills
Corporate Communications, Editing, Marketing Communications, Newsletters, Journalism, New Media, Magazines, Media Relations, Writing, Content Development, Strategic Communications, Editorial, Internal Communications, Photography, Press Releases, Copywriting, Storytelling, Business Journalism, Entrepreneurship, Investor Relations, Content Strategy, Marketing, Publications, Research, Crisis Communications, Newspapers, Publishing, Thought Leadership, White Papers, Speech Writing, Blogging, Content Management, B2B, Magazine Articles, Integrated Marketing, Communication Training, Copy Editing, Investigative Reporting, Non-profits, Business news, Media training, Online Journalism, Web Content, Feature Articles, News Writing, CQ5, Digital Media, Digital Photography, Social Media, Management
Education
Columbia University - Graduate School of Journalism
Certificate, Economics and Business Journalism
Syracuse University
B.S., Advertising
The University of Connecticut
Certificate, Investor Relations
Lord, Abbett & Co. LLC January 2006 - Present
New York Financial Writers Association January 2006 - October 2014
Connecticut Center for Patient Safety November 2002 - June 2011
Connecticut Center for Patient Safety November 2002 - December 2007
Lehman Brothers August 2002 - September 2005
UBS September 1996 - July 2001
Morgan Stanley February 1994 - September 1996
CFO Magazine June 1991 - February 1994
Information Week 1992 - 1994
Corporate Finance Magazine 1988 - 1991
Skills
Corporate Communications, Editing, Marketing Communications, Newsletters, Journalism, New Media, Magazines, Media Relations, Writing, Content Development, Strategic Communications, Editorial, Internal Communications, Photography, Press Releases, Copywriting, Storytelling, Business Journalism, Entrepreneurship, Investor Relations, Content Strategy, Marketing, Publications, Research, Crisis Communications, Newspapers, Publishing, Thought Leadership, White Papers, Speech Writing, Blogging, Content Management, B2B, Magazine Articles, Integrated Marketing, Communication Training, Copy Editing, Investigative Reporting, Non-profits, Business news, Media training, Online Journalism, Web Content, Feature Articles, News Writing, CQ5, Digital Media, Digital Photography, Social Media, Management
Education
Columbia University - Graduate School of Journalism
Certificate, Economics and Business Journalism
Syracuse University
B.S., Advertising
The University of Connecticut
Certificate, Investor Relations
Anastasia Alt's Lehman Brothers Experience July 2008 - August 2008
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2014 - Present
J.P. Morgan August 2010 - April 2014
JPMorgan June 2009 - August 2009
Lehman Brothers July 2008 - August 2008
Fidelity Investments May 2008 - June 2008
JCK Partners L.P. June 2007 - August 2007
UBS, Private Wealth Management January 2007 - May 2007
Skills
Investment Banking, Commodity, Fixed Income, Trading, Bloomberg, Derivatives, Microsoft Office, Credit, Microsoft Excel, Valuation, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Venture Capital, Equity Research, Private Equity, Risk Management, Business Analysis, Mergers & Acquisitions, Bloomberg Terminal
Education
Columbia University in the City of New York 2006 — 2010
B.A., American Studies
Riverdale Country School
McKinsey & Company August 2014 - Present
J.P. Morgan August 2010 - April 2014
JPMorgan June 2009 - August 2009
Lehman Brothers July 2008 - August 2008
Fidelity Investments May 2008 - June 2008
JCK Partners L.P. June 2007 - August 2007
UBS, Private Wealth Management January 2007 - May 2007
Skills
Investment Banking, Commodity, Fixed Income, Trading, Bloomberg, Derivatives, Microsoft Office, Credit, Microsoft Excel, Valuation, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Venture Capital, Equity Research, Private Equity, Risk Management, Business Analysis, Mergers & Acquisitions, Bloomberg Terminal
Education
Columbia University in the City of New York 2006 — 2010
B.A., American Studies
Riverdale Country School
Andrew S. Kofman Andrew S. Kofman's Lehman Brothers Experience September 2005 - July 2009
Job Managing Director at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group January 2013 - Present
AS Kofman LLC August 2009 - December 2012
Lehman Brothers September 2005 - July 2009
Clarion Capital Partners 2002 - 2005
Ripplewood Holdings 1998 - 2001
McKinsey & Company 1994 - 1998
Skills
Hedge Funds, Venture Capital, Fund Of Funds, Start-ups, Financial Services, Capital Raising, Strategy, Valuation, Management, Product Development, Seed Capital, Private Equity Firms, Endowments, Manager Selection, Alternative Investments, Investment Management, Equities, Asset Managment, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Structuring, Finance
Education
Harvard Law School 1991 — 1994
JD, Law
Columbia University - School of International and Public Affairs 1988 — 1992
Masters in International Affairs, School of International and Public Affairs
Princeton University 1986 — 1990
AB, Woodrow Wilson School
Fortress Investment Group January 2013 - Present
AS Kofman LLC August 2009 - December 2012
Lehman Brothers September 2005 - July 2009
Clarion Capital Partners 2002 - 2005
Ripplewood Holdings 1998 - 2001
McKinsey & Company 1994 - 1998
Skills
Hedge Funds, Venture Capital, Fund Of Funds, Start-ups, Financial Services, Capital Raising, Strategy, Valuation, Management, Product Development, Seed Capital, Private Equity Firms, Endowments, Manager Selection, Alternative Investments, Investment Management, Equities, Asset Managment, Portfolio Management, Private Equity, Mergers & Acquisitions, Financial Structuring, Finance
Education
Harvard Law School 1991 — 1994
JD, Law
Columbia University - School of International and Public Affairs 1988 — 1992
Masters in International Affairs, School of International and Public Affairs
Princeton University 1986 — 1990
AB, Woodrow Wilson School
Frank Walters Frank Walters's Lehman Brothers Experience June 2005 - June 2007
Job Principal at Silver Lake Partners
Industry Venture Capital & Private Equity
Experience
Silver Lake Partners July 2013 - Present
Workday September 2011 - July 2013
Columbia Business school January 2010 - May 2011
Kelso & Company July 2007 - August 2009
Lehman Brothers June 2005 - June 2007
Skills
Financial Modeling, Venture Capital, Private Equity, Investment Banking
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
Princeton University 2001 — 2005
Politics
Silver Lake Partners July 2013 - Present
Workday September 2011 - July 2013
Columbia Business school January 2010 - May 2011
Kelso & Company July 2007 - August 2009
Lehman Brothers June 2005 - June 2007
Skills
Financial Modeling, Venture Capital, Private Equity, Investment Banking
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
Princeton University 2001 — 2005
Politics
Melvin Esdaile 2nd Melvin Esdaile 2nd's Lehman Brothers Experience 1994 - 1996
Job Independent wealth advisor
Industry Financial Services
Experience
independant July 2013 - Present
Open Circle Advisors July 2009 - June 2013
Marble Arch Advisors LLC 2005 - 2009
Merrill Lynch 2002 - 2005
Tai Fook Securities, NY Inc. 2001 - 2002
Worldsec Securities Inc. 1998 - 2001
Rashid Hussain Securities, Inc. 1996 - 1998
Lehman Brothers 1994 - 1996
Argonaut Capital 1993 - 1994
Swiss Bank Corp. 1991 - 1993
Skills
Equities, Financial Advisory, Fixed Income, Capital Markets, Investments, Series 7, Alternative Investments, Wealth Management, Portfolio Management, Private Equity, Asset Managment, Bonds, Financial Markets, Risk Management, Banking, Corporate Finance, Asset Allocation, Investment Strategies, Securities, Series 63, Investment Management, Investment Advisory, Due Diligence, Insurance, Financial Analysis, Mutual Funds, Retirement, Economics, Emerging Markets, Hedge Funds, Retirement Planning, Asset Management, Commodity, Equity Research, Wealth Management..., Trading, Financial Services, Strategic Financial..., 401k
Education
Columbia University - School of International and Public Affairs 1978 — 1980
MIA, International Banking and Finance
Tufts University 1974 — 1978
BA, Political Science
Hopkins School 1970 — 1974
HS, History, English
independant July 2013 - Present
Open Circle Advisors July 2009 - June 2013
Marble Arch Advisors LLC 2005 - 2009
Merrill Lynch 2002 - 2005
Tai Fook Securities, NY Inc. 2001 - 2002
Worldsec Securities Inc. 1998 - 2001
Rashid Hussain Securities, Inc. 1996 - 1998
Lehman Brothers 1994 - 1996
Argonaut Capital 1993 - 1994
Swiss Bank Corp. 1991 - 1993
Skills
Equities, Financial Advisory, Fixed Income, Capital Markets, Investments, Series 7, Alternative Investments, Wealth Management, Portfolio Management, Private Equity, Asset Managment, Bonds, Financial Markets, Risk Management, Banking, Corporate Finance, Asset Allocation, Investment Strategies, Securities, Series 63, Investment Management, Investment Advisory, Due Diligence, Insurance, Financial Analysis, Mutual Funds, Retirement, Economics, Emerging Markets, Hedge Funds, Retirement Planning, Asset Management, Commodity, Equity Research, Wealth Management..., Trading, Financial Services, Strategic Financial..., 401k
Education
Columbia University - School of International and Public Affairs 1978 — 1980
MIA, International Banking and Finance
Tufts University 1974 — 1978
BA, Political Science
Hopkins School 1970 — 1974
HS, History, English
Stephanie Mulazzi Ruiz Stephanie Mulazzi Ruiz's Lehman Brothers Experience April 2004 - September 2008
Job Managing Director, Equity Capital Markets at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse May 2012 - Present
Credit Suisse October 2009 - May 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers April 2004 - September 2008
Goldman Sachs 2001 - 2004
Citigroup 1997 - 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance / Accounting
Yale University 1993 — 1997
BA, Economics
Credit Suisse May 2012 - Present
Credit Suisse October 2009 - May 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers April 2004 - September 2008
Goldman Sachs 2001 - 2004
Citigroup 1997 - 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance / Accounting
Yale University 1993 — 1997
BA, Economics
Paul Kovich Paul Kovich's Lehman Brothers Experience January 1982 - January 1990
Job Corporate Development and Acquisition Consultant
Industry Utilities
Experience
Bluefield Advisors LLC 2009 - Present
National Grid US January 2008 - October 2008
L.S. Power Equity Advisers LLC January 2007 - December 2007
CIBC World Markets / Trimaran Capital Partners January 1997 - January 2006
Bear, Stearns & Co. Inc January 1992 - January 1997
Kidder, Peabody & Co. Incorporated January 1990 - January 1992
Lehman Brothers January 1982 - January 1990
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Finance, Mergers, Restructuring, Loan Origination, Acquisitions, Debt, Structured Finance, Project Finance, IPO, Venture Capital, Valuation, Due Diligence, Mergers & Acquisitions, Finance, Private Placements, Investments
Education
Columbia University - Columbia Business School
MBA, Accounting
Drew University
BA, Economics
Bluefield Advisors LLC 2009 - Present
National Grid US January 2008 - October 2008
L.S. Power Equity Advisers LLC January 2007 - December 2007
CIBC World Markets / Trimaran Capital Partners January 1997 - January 2006
Bear, Stearns & Co. Inc January 1992 - January 1997
Kidder, Peabody & Co. Incorporated January 1990 - January 1992
Lehman Brothers January 1982 - January 1990
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Finance, Mergers, Restructuring, Loan Origination, Acquisitions, Debt, Structured Finance, Project Finance, IPO, Venture Capital, Valuation, Due Diligence, Mergers & Acquisitions, Finance, Private Placements, Investments
Education
Columbia University - Columbia Business School
MBA, Accounting
Drew University
BA, Economics
Kelly Stevens Kelly Stevens's Lehman Brothers Experience 2003 - 2007
Job Executive Director at Cleary Gottlieb
Industry Law Practice
Experience
Cleary Gottlieb February 2011 - Present
Barclays Capital 2007 - 2011
Lehman Brothers 2003 - 2007
Education
Columbia Business School 1996 — 1998
MBA
Harvard College 1987 — 1991
AB, Government
Cleary Gottlieb February 2011 - Present
Barclays Capital 2007 - 2011
Lehman Brothers 2003 - 2007
Education
Columbia Business School 1996 — 1998
MBA
Harvard College 1987 — 1991
AB, Government
Monica Hanson Monica Hanson's Lehman Brothers Experience 2001 - 2008
Job Financial Institutions Group Managing Director at BNP Paribas
Industry Banking
Experience
BNP Paribas November 2013 - Present
Barclays Capital February 2012 - May 2013
Barclays Capital September 2008 - February 2012
Lehman Brothers 2001 - 2008
JPMorgan 1994 - 2001
Skills
Financial Institutions, Capital Markets, Fixed Income, Investment Banking, Securities, Emerging Markets, Bonds, Financial Markets, Derivatives, Equities, Hedge Funds, Management, Structured Products, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Michigan 1990 — 1993
BS, Economics and Political Science
BNP Paribas November 2013 - Present
Barclays Capital February 2012 - May 2013
Barclays Capital September 2008 - February 2012
Lehman Brothers 2001 - 2008
JPMorgan 1994 - 2001
Skills
Financial Institutions, Capital Markets, Fixed Income, Investment Banking, Securities, Emerging Markets, Bonds, Financial Markets, Derivatives, Equities, Hedge Funds, Management, Structured Products, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Michigan 1990 — 1993
BS, Economics and Political Science
Michael Goldberg Michael Goldberg's Lehman Brothers Experience 1996 - 2008
Job Head of U.S. Equity Capital Markets at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2011 - Present
Barclays Capital October 2008 - April 2011
Lehman Brothers 1996 - 2008
Chemical Bank 1987 - 1996
Manufactures Hanover Trust 1987 - 1991
Manufactures Hanover Trust 1987 - 1991
Skills
Private Equity, Capital Markets, Investment Banking, Leveraged Finance, LBO, Portfolio Management, Equities, Investments, Equity Capital Markets, Finance, High Yield, Syndications, Securities, Loan Origination, Deal Execution
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
RBC Capital Markets August 2011 - Present
Barclays Capital October 2008 - April 2011
Lehman Brothers 1996 - 2008
Chemical Bank 1987 - 1996
Manufactures Hanover Trust 1987 - 1991
Manufactures Hanover Trust 1987 - 1991
Skills
Private Equity, Capital Markets, Investment Banking, Leveraged Finance, LBO, Portfolio Management, Equities, Investments, Equity Capital Markets, Finance, High Yield, Syndications, Securities, Loan Origination, Deal Execution
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
Christine Cleary Christine Cleary's Lehman Brothers Experience March 1993 - August 1996
Job Communications Consultant, Writer, Editor
Industry Writing and Editing
Experience
Self Employed Communications SpecialistMinnetonka Public SchoolsAugust 2011 - December 2014
Minnewashta Elementary School September 2006 - December 2010
Self-employed February 2008 - May 2008
Association of Bay Area Governments September 1998 - October 2000
Association of Bay Area Governments November 1998 - April 2000
Office of the New York City Comptroller May 1997 - August 1997
Lehman Brothers March 1993 - August 1996
Skills
Editing, Research, Public Policy, Social Media, Community Outreach, Newsletters, Strategic Communications, Program Development, Policy Analysis, Public Relations, Press Releases, Community Development, Writing, Speech Writing, Copy Editing, Publications Production, InDesign, Media Relations, Photography, Photoshop, Leadership
Education
Columbia University - School of International and Public Affairs 1996 — 1998
MPA, Political Media & Communications
The Ohio State University Fisher College of Business 1986 — 1990
BSBA, Accounting & Management Information Systems
Self Employed Communications SpecialistMinnetonka Public SchoolsAugust 2011 - December 2014
Minnewashta Elementary School September 2006 - December 2010
Self-employed February 2008 - May 2008
Association of Bay Area Governments September 1998 - October 2000
Association of Bay Area Governments November 1998 - April 2000
Office of the New York City Comptroller May 1997 - August 1997
Lehman Brothers March 1993 - August 1996
Skills
Editing, Research, Public Policy, Social Media, Community Outreach, Newsletters, Strategic Communications, Program Development, Policy Analysis, Public Relations, Press Releases, Community Development, Writing, Speech Writing, Copy Editing, Publications Production, InDesign, Media Relations, Photography, Photoshop, Leadership
Education
Columbia University - School of International and Public Affairs 1996 — 1998
MPA, Political Media & Communications
The Ohio State University Fisher College of Business 1986 — 1990
BSBA, Accounting & Management Information Systems
Tracy Ongena Tracy Ongena's Lehman Brothers Experience 2001 - 2003
Job Alvita Care
Industry Hospital & Health Care
Experience
Bank of America 2003 - 2010
Lehman Brothers 2001 - 2003
Skills
Valuation, Financial Modeling, Strategy, Capital Markets, Investment Banking, Private Equity, Fixed Income, Corporate Finance, Equity Research, Bloomberg, Hedge Funds, Financial Analysis, Due Diligence, Portfolio Management, Equities, Structured Finance, Financial Structuring, Derivatives, Equity Valuation, Venture Capital, Mergers, Asset Managment, Program Management
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
London Business School 2007 — 2009
MBA
University of Iowa 1997 — 2001
BS
Bank of America 2003 - 2010
Lehman Brothers 2001 - 2003
Skills
Valuation, Financial Modeling, Strategy, Capital Markets, Investment Banking, Private Equity, Fixed Income, Corporate Finance, Equity Research, Bloomberg, Hedge Funds, Financial Analysis, Due Diligence, Portfolio Management, Equities, Structured Finance, Financial Structuring, Derivatives, Equity Valuation, Venture Capital, Mergers, Asset Managment, Program Management
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
London Business School 2007 — 2009
MBA
University of Iowa 1997 — 2001
BS
Jeff Nicklas Jeff Nicklas's Lehman Brothers Experience 2000 - 2005
Job Director at HSBC Securities
Industry Banking
Experience
HSBC Securities (USA) Inc 2005 - Present
Lehman Brothers 2000 - 2005
SG Cowen 1999 - 2000
Union Bank of Switzerland 1996 - 1998
Union Bank of Switzerland 1992 - 1996
Skills
Capital Markets, Trading, Equities, Bonds, Equity Capital Markets, Fixed Income, Client Development, Sales Management, New Business Development, Series 7, Investments, Hedge Funds, Securities, Financial Analysis, Investment Banking, Customer Service, Origination, Customer Relations, Equity Derivatives, Derivatives, Share Repurchase, Syndicate, Relationship Management, Convertible Bonds, Generating Revenue, Leadership
Education
Columbia University - Columbia Business School
MBA, Finance and Management
University of Virginia
BS, Finance, Accounting
HSBC Securities (USA) Inc 2005 - Present
Lehman Brothers 2000 - 2005
SG Cowen 1999 - 2000
Union Bank of Switzerland 1996 - 1998
Union Bank of Switzerland 1992 - 1996
Skills
Capital Markets, Trading, Equities, Bonds, Equity Capital Markets, Fixed Income, Client Development, Sales Management, New Business Development, Series 7, Investments, Hedge Funds, Securities, Financial Analysis, Investment Banking, Customer Service, Origination, Customer Relations, Equity Derivatives, Derivatives, Share Repurchase, Syndicate, Relationship Management, Convertible Bonds, Generating Revenue, Leadership
Education
Columbia University - Columbia Business School
MBA, Finance and Management
University of Virginia
BS, Finance, Accounting
Johnny Din's Lehman Brothers Experience 2006 - 2008
Job Real Estate
Industry Real Estate
Experience
Clarett International 2014 - Present
Columbia University in the City of New York 2014 - Present
New York University 2014 - Present
Lippo Realty 2012 - Present
Silverpeak Real Estate Partners 2013 - 2014
Harvard University Start-Up 2011 - 2012
AVIDE 2008 - 2010
Lehman Brothers 2006 - 2008
Deloitte 2006 - 2006
The Walt Disney Company 2004 - 2005
Skills
Investments, Private Equity, Strategy, Corporate Finance, Start-ups, Financial Modeling, Leadership, Emerging Markets, Management, Strategic Planning, Financial Analysis, Portfolio Management, Valuation, Corporate Development, Competitive Analysis, Mergers & Acquisitions, Due Diligence, Finance, Investment Banking, Venture Capital, Real Estate, CRM, Asset Management, Real Estate Economics, Acquisitions
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
Master of Science, Real Estate Development
New York University
Certificate, Hotel Operations
University of California, Los Angeles - The Anderson School of Management
Riordan MBA Fellow
University of California, Los Angeles
Bachelor of Arts, Business Economics
Clarett International 2014 - Present
Columbia University in the City of New York 2014 - Present
New York University 2014 - Present
Lippo Realty 2012 - Present
Silverpeak Real Estate Partners 2013 - 2014
Harvard University Start-Up 2011 - 2012
AVIDE 2008 - 2010
Lehman Brothers 2006 - 2008
Deloitte 2006 - 2006
The Walt Disney Company 2004 - 2005
Skills
Investments, Private Equity, Strategy, Corporate Finance, Start-ups, Financial Modeling, Leadership, Emerging Markets, Management, Strategic Planning, Financial Analysis, Portfolio Management, Valuation, Corporate Development, Competitive Analysis, Mergers & Acquisitions, Due Diligence, Finance, Investment Banking, Venture Capital, Real Estate, CRM, Asset Management, Real Estate Economics, Acquisitions
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
Master of Science, Real Estate Development
New York University
Certificate, Hotel Operations
University of California, Los Angeles - The Anderson School of Management
Riordan MBA Fellow
University of California, Los Angeles
Bachelor of Arts, Business Economics
Ishwara Glassman Chrein's Lehman Brothers Experience June 2005 - December 2006
Job
Industry Sports
Experience
WME IMG September 2014 - Present
IMG December 2006 - Present
Lehman Brothers June 2005 - December 2006
McKinsey & Company June 2003 - May 2005
Skills
Business Strategy, Management Consulting, Strategic Planning, Competitive Analysis, Private Equity, Sports Management, Financial Analysis, Marketing, Business Operations..., Sales Management, Sales Operations, Strategic Thinking, Financial Services, Operational Efficiency, Business Acquisition, Cost Management, International Strategy, Geographic Expansion
Education
Columbia University - School of International and Public Affairs 2001 — 2003
Master of International Affairs
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
WME IMG September 2014 - Present
IMG December 2006 - Present
Lehman Brothers June 2005 - December 2006
McKinsey & Company June 2003 - May 2005
Skills
Business Strategy, Management Consulting, Strategic Planning, Competitive Analysis, Private Equity, Sports Management, Financial Analysis, Marketing, Business Operations..., Sales Management, Sales Operations, Strategic Thinking, Financial Services, Operational Efficiency, Business Acquisition, Cost Management, International Strategy, Geographic Expansion
Education
Columbia University - School of International and Public Affairs 2001 — 2003
Master of International Affairs
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
Sun Jen Yung Sun Jen Yung's Lehman Brothers Experience 1993 - 2000
Job Managing Director, Head of Digital Media & Internet at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB September 2010 - Present
Nightwood Capital LLC April 2009 - September 2010
Collins Stewart May 2008 - February 2009
Oppenheimer & Co. September 2006 - April 2008
TD Securities 2005 - 2006
Deutsche Bank 2000 - 2005
Lehman Brothers 1993 - 2000
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Investment Banking, IPO, Digital Media, Capital, Equity Research, Finance, Capital Raising, Financial Advisory, Venture Capital, Economics, Corporate Development, M&A experience, Business Strategy, Strategic Planning, Mergers, Strategy
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Macalester College 1980 — 1984
BA, Economics, International Studies
Greenwich Country Day School
Greenwich Country Day School
Headwaters MB September 2010 - Present
Nightwood Capital LLC April 2009 - September 2010
Collins Stewart May 2008 - February 2009
Oppenheimer & Co. September 2006 - April 2008
TD Securities 2005 - 2006
Deutsche Bank 2000 - 2005
Lehman Brothers 1993 - 2000
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Investment Banking, IPO, Digital Media, Capital, Equity Research, Finance, Capital Raising, Financial Advisory, Venture Capital, Economics, Corporate Development, M&A experience, Business Strategy, Strategic Planning, Mergers, Strategy
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Macalester College 1980 — 1984
BA, Economics, International Studies
Greenwich Country Day School
Greenwich Country Day School
Shalini Attaluri's Lehman Brothers Experience September 2000 - August 2005
Job
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb Director of Marketing, Customer MarketingGlaxoSmithKlineJanuary 2014 - April 2015
GlaxoSmithKline May 2011 - April 2014
MCKINSEY AND COMPANY July 2007 - April 2011
McKinsey & Company June 2006 - August 2006
Lehman Brothers September 2000 - August 2005
IBM May 1998 - August 1998
State University of New York at Stony Brook May 1997 - May 1998
Skills
Business Development, Business Intelligence, Business Strategy, Competitive Analysis, Corporate Development, Cross-functional Team..., Healthcare, Management, Management Consulting, Mergers, Pharmaceutical Industry, Private Equity, Product Development, Strategy, Team Building, Valuation, Mergers, Vendor Management, Analytics, Analysis, IT Strategy, Mergers & Acquisitions, Consulting, Strategic Planning, Financial Modeling, Program Management, Product Management, Project Management, Marketing, Business Analysis, Entrepreneurship, Market Research, Leadership
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Management
Stony Brook University 1996 — 2000
BE, Computer Engineering
Bristol-Myers Squibb Director of Marketing, Customer MarketingGlaxoSmithKlineJanuary 2014 - April 2015
GlaxoSmithKline May 2011 - April 2014
MCKINSEY AND COMPANY July 2007 - April 2011
McKinsey & Company June 2006 - August 2006
Lehman Brothers September 2000 - August 2005
IBM May 1998 - August 1998
State University of New York at Stony Brook May 1997 - May 1998
Skills
Business Development, Business Intelligence, Business Strategy, Competitive Analysis, Corporate Development, Cross-functional Team..., Healthcare, Management, Management Consulting, Mergers, Pharmaceutical Industry, Private Equity, Product Development, Strategy, Team Building, Valuation, Mergers, Vendor Management, Analytics, Analysis, IT Strategy, Mergers & Acquisitions, Consulting, Strategic Planning, Financial Modeling, Program Management, Product Management, Project Management, Marketing, Business Analysis, Entrepreneurship, Market Research, Leadership
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Management
Stony Brook University 1996 — 2000
BE, Computer Engineering
Amy Heyman Amy Heyman's Lehman Brothers Experience January 2007 - January 2009
Job Team Leader, Statistics Division at the Food and Agriculture Organization of the United Nations
Industry International Affairs
Experience
FAO October 2011 - Present
The Food and Agriculture Organization of the United Nations January 2011 - September 2011
The World Bank November 2010 - June 2011
European University Institute February 2010 - December 2010
Food and Agriculture Organization of the United Nations February 2010 - April 2010
Lehman Brothers January 2007 - January 2009
The World Bank May 1999 - January 2007
Education
Università Commerciale 'Luigi Bocconi' 2003 — 2010
PhD, Economics, with a specialization in International Economics and Development
Columbia University - School of International and Public Affairs 1997 — 1999
Master of International Affairs, International Economics
University of California, Berkeley 1991 — 1995
Bachelor of Arts with High Honors, Sociology
FAO October 2011 - Present
The Food and Agriculture Organization of the United Nations January 2011 - September 2011
The World Bank November 2010 - June 2011
European University Institute February 2010 - December 2010
Food and Agriculture Organization of the United Nations February 2010 - April 2010
Lehman Brothers January 2007 - January 2009
The World Bank May 1999 - January 2007
Education
Università Commerciale 'Luigi Bocconi' 2003 — 2010
PhD, Economics, with a specialization in International Economics and Development
Columbia University - School of International and Public Affairs 1997 — 1999
Master of International Affairs, International Economics
University of California, Berkeley 1991 — 1995
Bachelor of Arts with High Honors, Sociology
George I. Ivanov George I. Ivanov's Lehman Brothers Experience 2005 - 2006
Job Consulting Team Leader – Strategy, M&A, Business Model
Industry Management Consulting
Experience
Deloitte Consulting LLP 2013 - Present
Capgemini Consulting 2010 - 2012
Credit Suisse 2009 - 2010
KPMG US LLP 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Financial Modeling, Strategy, Mergers, Corporate Finance, Valuation, Investment Banking, Acquisition Integration
Education
Columbia Business School
MBA
First Language School Varna
London School of Economics and Political Science
MSc, Finance
Deloitte Consulting LLP 2013 - Present
Capgemini Consulting 2010 - 2012
Credit Suisse 2009 - 2010
KPMG US LLP 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Financial Modeling, Strategy, Mergers, Corporate Finance, Valuation, Investment Banking, Acquisition Integration
Education
Columbia Business School
MBA
First Language School Varna
London School of Economics and Political Science
MSc, Finance
June Munshi (Yu) June Munshi (Yu)'s Lehman Brothers Experience September 2006 - July 2007
Job Managing Partner at The CenterCap Group, LLC
Industry Investment Management
Experience
The CenterCap Group, LLC August 2009 - Present
CBRE Investors July 2007 - May 2009
Lehman Brothers September 2006 - July 2007
Wachovia Securities, LLC June 2001 - September 2006
Prudential Securities September 1998 - December 2000
Bangkok Bank PCL 1996 - 1996
National Westminster Bank 1994 - 1996
Skills
Investment Properties, Investments, Asset Managment, Real Estate Economics, Asset Management, Mergers & Acquisitions, Private Equity, Valuation, Structured Finance, Due Diligence, Portfolio Management, Management, Real Estate Development, Alternative Investments, Disposition, Financial Structuring, Investment Banking
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
University of Pennsylvania 1990 — 1994
BA, Economics and International Relations
Ruamrudee International School 1981 — 1990
The CenterCap Group, LLC August 2009 - Present
CBRE Investors July 2007 - May 2009
Lehman Brothers September 2006 - July 2007
Wachovia Securities, LLC June 2001 - September 2006
Prudential Securities September 1998 - December 2000
Bangkok Bank PCL 1996 - 1996
National Westminster Bank 1994 - 1996
Skills
Investment Properties, Investments, Asset Managment, Real Estate Economics, Asset Management, Mergers & Acquisitions, Private Equity, Valuation, Structured Finance, Due Diligence, Portfolio Management, Management, Real Estate Development, Alternative Investments, Disposition, Financial Structuring, Investment Banking
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
University of Pennsylvania 1990 — 1994
BA, Economics and International Relations
Ruamrudee International School 1981 — 1990
Scott Kaufman Scott Kaufman's Lehman Brothers Experience April 2003 - April 2004
Job Director Systemic Risk Office at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation March 2015 - Present
Ernst & Young September 2005 - February 2015
Lehman Brothers April 2003 - April 2004
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Basel II, Auditing, Asset Management, Financial Services, Loans, Credit Risk, Risk Management
Education
Columbia Business School 2009 — 2011
MBA, Finance
New York University - Leonard N. Stern School of Business 2001 — 2005
B.S., Finance, CPA Accounting
The Depository Trust & Clearing Corporation March 2015 - Present
Ernst & Young September 2005 - February 2015
Lehman Brothers April 2003 - April 2004
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Basel II, Auditing, Asset Management, Financial Services, Loans, Credit Risk, Risk Management
Education
Columbia Business School 2009 — 2011
MBA, Finance
New York University - Leonard N. Stern School of Business 2001 — 2005
B.S., Finance, CPA Accounting
Nick Kapur's Lehman Brothers Experience June 2007 - August 2007
Job Director Energy at SNL Financial
Industry Information Services
Experience
SNL Financial September 2015 - Present
Bloomberg New Energy Finance August 2013 - August 2015
Bloomberg New Energy Finance April 2010 - August 2013
Bloomberg L.P. February 2009 - April 2010
Lehman Brothers June 2007 - August 2007
Pequot Capital March 2004 - June 2006
Platinum Equity 2003 - 2004
Zanett 2001 - 2003
Skills
Sales Management, Investments, Corporate Development, Due Diligence, Asset Management, Mergers, Renewable Energy, Direct Sales, New Business Development, Business Strategy, Strategic Planning, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Venture Capital, Private Equity, Business Planning, Business Development, Strategy
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Emory University - Goizueta Business School 1997 — 2001
BBA, Business
Hopkins 1994 — 1997
SNL Financial September 2015 - Present
Bloomberg New Energy Finance August 2013 - August 2015
Bloomberg New Energy Finance April 2010 - August 2013
Bloomberg L.P. February 2009 - April 2010
Lehman Brothers June 2007 - August 2007
Pequot Capital March 2004 - June 2006
Platinum Equity 2003 - 2004
Zanett 2001 - 2003
Skills
Sales Management, Investments, Corporate Development, Due Diligence, Asset Management, Mergers, Renewable Energy, Direct Sales, New Business Development, Business Strategy, Strategic Planning, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Venture Capital, Private Equity, Business Planning, Business Development, Strategy
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
Emory University - Goizueta Business School 1997 — 2001
BBA, Business
Hopkins 1994 — 1997
Robert Kittell Robert Kittell's Lehman Brothers Experience 2006 - 2008
Job US Head of Equity Finance Product Management, Barclays
Industry Investment Banking
Experience
Barclays March 2013 - Present
Barclays 2008 - February 2013
Lehman Brothers 2006 - 2008
IBM 2004 - 2006
IBM 2003 - 2004
IBM 2002 - 2003
IBM 1999 - 2002
IBM 1996 - 1999
Separation Technologies, Inc. 1991 - 1995
Skills
Capital Markets, Equities, Strategy, Finance, Prime Brokerage, Equity Derivatives, Corporate Development, Equity Trading, Mergers & Acquisitions, Valuation, Financial Analysis, Start-ups, Business Strategy, Business Planning, Leadership, Cross-functional Team..., Product Management, Strategic Planning, Acquisition Integration, Financial Services, Information Technology, Governance, Regulatory Compliance, M&A, Coaching, Mentoring, Team Leadership, Thought Leadership, Public Speaking, Research & Analysis, Entrepreneurship, Operational Turnaround, Business Process..., P&L Management, Negotiation, Financial Structuring, Finance & Planning, Product Development, Revenue & Profit Growth, Forecasting, Budgets, Financial Modeling, Executive Financial..., Financial Reporting, Process Improvement
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance, Beta Gamma Sigma, Dean's List
Hamilton College 1987 — 1991
BA, Geology
St. Georges
Barclays March 2013 - Present
Barclays 2008 - February 2013
Lehman Brothers 2006 - 2008
IBM 2004 - 2006
IBM 2003 - 2004
IBM 2002 - 2003
IBM 1999 - 2002
IBM 1996 - 1999
Separation Technologies, Inc. 1991 - 1995
Skills
Capital Markets, Equities, Strategy, Finance, Prime Brokerage, Equity Derivatives, Corporate Development, Equity Trading, Mergers & Acquisitions, Valuation, Financial Analysis, Start-ups, Business Strategy, Business Planning, Leadership, Cross-functional Team..., Product Management, Strategic Planning, Acquisition Integration, Financial Services, Information Technology, Governance, Regulatory Compliance, M&A, Coaching, Mentoring, Team Leadership, Thought Leadership, Public Speaking, Research & Analysis, Entrepreneurship, Operational Turnaround, Business Process..., P&L Management, Negotiation, Financial Structuring, Finance & Planning, Product Development, Revenue & Profit Growth, Forecasting, Budgets, Financial Modeling, Executive Financial..., Financial Reporting, Process Improvement
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance, Beta Gamma Sigma, Dean's List
Hamilton College 1987 — 1991
BA, Geology
St. Georges
JT Davenport JT Davenport's Lehman Brothers Experience May 2004 - August 2005
Job Executive Director at JP Morgan
Industry Investment Management
Experience
JP Morgan July 2010 - Present
Goldman Sachs August 2005 - May 2010
Lehman Brothers May 2004 - August 2005
Goldman Sachs February 2001 - June 2003
Arthur Andersen June 1999 - February 2001
Skills
Risk Management, Private Equity, Mergers & Acquisitions, Financial Services, Due Diligence, Hedge Funds, Investments, Portfolio Management, Financial Modeling, Management, Fixed Income, Bloomberg, Valuation, Mergers, Equities, Investment Banking, Asset Management, Investment Management, Wealth Management..., Finance, Strategy, Alternative Investments, Accounting, Asset Allocation, Capital Markets, Derivatives
Education
Columbia University - Columbia Business School 2007 — 2008
University of California, Berkeley, Haas School of Business 2007 — 2008
Miami University 1995 — 1999
JP Morgan July 2010 - Present
Goldman Sachs August 2005 - May 2010
Lehman Brothers May 2004 - August 2005
Goldman Sachs February 2001 - June 2003
Arthur Andersen June 1999 - February 2001
Skills
Risk Management, Private Equity, Mergers & Acquisitions, Financial Services, Due Diligence, Hedge Funds, Investments, Portfolio Management, Financial Modeling, Management, Fixed Income, Bloomberg, Valuation, Mergers, Equities, Investment Banking, Asset Management, Investment Management, Wealth Management..., Finance, Strategy, Alternative Investments, Accounting, Asset Allocation, Capital Markets, Derivatives
Education
Columbia University - Columbia Business School 2007 — 2008
University of California, Berkeley, Haas School of Business 2007 — 2008
Miami University 1995 — 1999
Joseph Wolf (personal) Joseph Wolf (personal)'s Lehman Brothers Experience June 2007 - September 2008
Job Equity Research Barclays
Industry Financial Services
Experience
Barclays 2008 - Present
Lehman Brothers June 2007 - September 2008
UBS Investment Bank June 2004 - May 2007
UBS Investment Bank 1998 - 2003
Skills
Equity Research, Capital Markets, Fixed Income, Equities, Hedge Funds, Valuation, Investment Banking, Bloomberg
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1992
Bachelor of Science (BS), Electrical and Electronics Engineering
Barclays 2008 - Present
Lehman Brothers June 2007 - September 2008
UBS Investment Bank June 2004 - May 2007
UBS Investment Bank 1998 - 2003
Skills
Equity Research, Capital Markets, Fixed Income, Equities, Hedge Funds, Valuation, Investment Banking, Bloomberg
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1992
Bachelor of Science (BS), Electrical and Electronics Engineering
Michael Berlin Michael Berlin's Lehman Brothers Experience August 2000 - June 2002
Job Founder, Owner and Portfolio Manager at MHB Equity Management LLC
Industry Financial Services
Experience
MHB Equity Management LLC June 2002 - Present
Lehman Brothers August 2000 - June 2002
Ernst & Young August 1995 - June 1998
Skills
Hedge Funds, Equities, Investments, Capital Markets, Valuation, Finance, Portfolio Management, Investment Strategies, Equity Research, Alternative Investments, Asset Managment, Value Investing, Equity Valuation, Stock Picking, Asset Management
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of Michigan 1991 — 1995
BBA, High Distinction, Accounting and Finance
MHB Equity Management LLC June 2002 - Present
Lehman Brothers August 2000 - June 2002
Ernst & Young August 1995 - June 1998
Skills
Hedge Funds, Equities, Investments, Capital Markets, Valuation, Finance, Portfolio Management, Investment Strategies, Equity Research, Alternative Investments, Asset Managment, Value Investing, Equity Valuation, Stock Picking, Asset Management
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of Michigan 1991 — 1995
BBA, High Distinction, Accounting and Finance
Oded Berson, CPA Oded Berson, CPA's Lehman Brothers Experience June 2007 - August 2007
Job Vice President, Business Partner Services Lead at Chubb Insurance
Industry Management Consulting
Experience
Chubb Insurance December 2013 - Present
Chubb August 2010 - November 2013
Capgemini Financial Services July 2008 - August 2010
Lehman Brothers June 2007 - August 2007
Sheer Networks 2005 - 2006
Avidor Avni Moshe & Co. 2002 - 2005
Israel Defense Forces November 1995 - November 1998
Skills
Business Strategy, Operational Strategy, Management Consulting, Business Analysis, Competitive Analysis, Financial Analysis, Financial Services, Strategy, Business Transformation, Analysis, Program Management, Due Diligence, Mergers & Acquisitions, Corporate Development, Asset Management, Investments, Executive Management, Leadership, Finance, Financial Modeling, Valuation, Project Finance, Corporate Finance, Business Process..., Budgets, Start-ups, Investment Banking
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Tel Aviv University 1999 — 2003
B.A Accounting
Tel Aviv University 1999 — 2003
LL.B
Chubb Insurance December 2013 - Present
Chubb August 2010 - November 2013
Capgemini Financial Services July 2008 - August 2010
Lehman Brothers June 2007 - August 2007
Sheer Networks 2005 - 2006
Avidor Avni Moshe & Co. 2002 - 2005
Israel Defense Forces November 1995 - November 1998
Skills
Business Strategy, Operational Strategy, Management Consulting, Business Analysis, Competitive Analysis, Financial Analysis, Financial Services, Strategy, Business Transformation, Analysis, Program Management, Due Diligence, Mergers & Acquisitions, Corporate Development, Asset Management, Investments, Executive Management, Leadership, Finance, Financial Modeling, Valuation, Project Finance, Corporate Finance, Business Process..., Budgets, Start-ups, Investment Banking
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Tel Aviv University 1999 — 2003
B.A Accounting
Tel Aviv University 1999 — 2003
LL.B
Ron Wechsler Ron Wechsler's Lehman Brothers Experience 1986 - 1990
Job Executive Vice President at The Bancorp Bank
Industry Commercial Real Estate
Experience
The Bancorp Bank March 2012 - Present
RAIT August 2008 - January 2012
Wechsler Capital February 2008 - December 2008
Citigroup July 2001 - January 2008
GMAC November 2000 - July 2001
Paine Webber March 1997 - November 2000
Fitch August 1990 - March 1997
Lehman Brothers 1986 - 1990
Smith Barney Real Estate Corp. 1982 - 1985
The Prudential Insurance Company 1979 - 1982
Skills
Commercial Real Estate..., CMBS Origination, Commercial Mortgage..., Mezzanine Lending
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance
Cornell University 1975 — 1977
BA, Government
University of Rochester 1973 — 1975
John F. Kennedy High School 1970 — 1973
High School
The Bancorp Bank March 2012 - Present
RAIT August 2008 - January 2012
Wechsler Capital February 2008 - December 2008
Citigroup July 2001 - January 2008
GMAC November 2000 - July 2001
Paine Webber March 1997 - November 2000
Fitch August 1990 - March 1997
Lehman Brothers 1986 - 1990
Smith Barney Real Estate Corp. 1982 - 1985
The Prudential Insurance Company 1979 - 1982
Skills
Commercial Real Estate..., CMBS Origination, Commercial Mortgage..., Mezzanine Lending
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance
Cornell University 1975 — 1977
BA, Government
University of Rochester 1973 — 1975
John F. Kennedy High School 1970 — 1973
High School
Robert (Bert) Hazlett Robert (Bert) Hazlett's Lehman Brothers Experience May 1995 - March 2000
Job Managing Director at Ladenburg Thalmann
Industry Investment Banking
Experience
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
Nisha McGreevy Nisha McGreevy's Lehman Brothers Experience June 2006 - September 2008
Job Senior Managing Director at Atlas Strategic Advisors, LLC
Industry Investment Banking
Experience
Atlas Strategic Advisors, LLC January 2013 - Present
St. Luke's School June 2010 - Present
Barclays Capital September 2008 - August 2011
Film Forum June 1998 - June 2011
Lehman Brothers June 2006 - September 2008
JP Morgan September 1991 - June 2006
Skills
Corporate Finance, Strategic Business..., Strategic Planning, Non-profit..., Investment Banking, Board of Director..., Management, Consumer Products, Private Equity, Capital Markets, Board of Directors, Fixed Income, Mergers & Acquisitions, Financial Modeling, Venture Capital, Leveraged Finance, LBO, Corporate Development, Valuation, Equities
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
University of Virginia 1983 — 1987
B.S., Finance and Marketing
Atlas Strategic Advisors, LLC January 2013 - Present
St. Luke's School June 2010 - Present
Barclays Capital September 2008 - August 2011
Film Forum June 1998 - June 2011
Lehman Brothers June 2006 - September 2008
JP Morgan September 1991 - June 2006
Skills
Corporate Finance, Strategic Business..., Strategic Planning, Non-profit..., Investment Banking, Board of Director..., Management, Consumer Products, Private Equity, Capital Markets, Board of Directors, Fixed Income, Mergers & Acquisitions, Financial Modeling, Venture Capital, Leveraged Finance, LBO, Corporate Development, Valuation, Equities
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
University of Virginia 1983 — 1987
B.S., Finance and Marketing
Joseph Pellegrini Joseph Pellegrini's Lehman Brothers Experience 1999 - 2003
Job Managing Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird 2008 - Present
Wachovia 2003 - 2008
Lehman Brothers 1999 - 2003
Robertson Stephens & Company 1992 - 1999
National Football League 1981 - 1987
Skills
Investment Banking, Banking, Private Equity, Capital Markets, Retail, Valuation, Mergers, Mergers & Acquisitions, Financial Modeling, Management, Investments, Venture Capital, Portfolio Management, Due Diligence
Education
Columbia University - Columbia Business School 1984 — 1987
MBA, Finance, General
Harvard University 1975 — 1979
BA, Geological/Geophysical Engineering
Robert W. Baird 2008 - Present
Wachovia 2003 - 2008
Lehman Brothers 1999 - 2003
Robertson Stephens & Company 1992 - 1999
National Football League 1981 - 1987
Skills
Investment Banking, Banking, Private Equity, Capital Markets, Retail, Valuation, Mergers, Mergers & Acquisitions, Financial Modeling, Management, Investments, Venture Capital, Portfolio Management, Due Diligence
Education
Columbia University - Columbia Business School 1984 — 1987
MBA, Finance, General
Harvard University 1975 — 1979
BA, Geological/Geophysical Engineering
Gil Sacher Gil Sacher's Lehman Brothers Experience 2001 - 2008
Job Advisory Board Member at The Broadsmoore Group
Industry Investment Management
Experience
The Broadsmoore Group April 2011 - August 2011
The Broadsmoore Group January 2011 - April 2011
The Broadsmoore Group September 2010 - January 2011
NewOak Capital March 2010 - September 2010
Lehman Brothers 2001 - 2008
Lehman Brothers 1993 - 2001
Skills
Private Equity, Asset Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance/International Business
New York University - Leonard N. Stern School of Business 1985 — 1989
BA, Finance
The Broadsmoore Group April 2011 - August 2011
The Broadsmoore Group January 2011 - April 2011
The Broadsmoore Group September 2010 - January 2011
NewOak Capital March 2010 - September 2010
Lehman Brothers 2001 - 2008
Lehman Brothers 1993 - 2001
Skills
Private Equity, Asset Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance/International Business
New York University - Leonard N. Stern School of Business 1985 — 1989
BA, Finance
Randall Trombley, CFA Randall Trombley, CFA's Lehman Brothers Experience 1991 - 1998
Job Senior Bank Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2010 - Present
Pine Grove Associates November 2009 - June 2010
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2008 - July 2009
Bear Stearns July 1999 - November 2007
Lehman Brothers 1991 - 1998
Skills
Credit Derivatives, Risk Management, Loans, Equity Derivatives, ISDA, Finance, Syndications, Fixed Income, Credit Risk, Capital Markets, Hedge Funds, Derivatives, Credit Analysis, Structured Finance, Financial Structuring, Bonds, Equities, Investment Banking, Leveraged Finance, Portfolio Management, Credit, Financial Modeling, Due Diligence, ABS, Financial Risk, High Yield, Securitization, Securities, Structured Products, Valuation, Alternative Investments, Corporate Finance, Market Risk, Bloomberg, Financial Institutions, Financial Markets, Emerging Markets, Asset Management, Commercial Banking, Counterparty Risk, Liquidity Risk, Operational Risk, CDS, Basel II, Options, Trading, Investments, Investment Strategies, CDO, FX Options
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Federal Reserve Bank of New York June 2010 - Present
Pine Grove Associates November 2009 - June 2010
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2008 - July 2009
Bear Stearns July 1999 - November 2007
Lehman Brothers 1991 - 1998
Skills
Credit Derivatives, Risk Management, Loans, Equity Derivatives, ISDA, Finance, Syndications, Fixed Income, Credit Risk, Capital Markets, Hedge Funds, Derivatives, Credit Analysis, Structured Finance, Financial Structuring, Bonds, Equities, Investment Banking, Leveraged Finance, Portfolio Management, Credit, Financial Modeling, Due Diligence, ABS, Financial Risk, High Yield, Securitization, Securities, Structured Products, Valuation, Alternative Investments, Corporate Finance, Market Risk, Bloomberg, Financial Institutions, Financial Markets, Emerging Markets, Asset Management, Commercial Banking, Counterparty Risk, Liquidity Risk, Operational Risk, CDS, Basel II, Options, Trading, Investments, Investment Strategies, CDO, FX Options
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Jake Olson Jake Olson's Lehman Brothers Experience July 2007 - September 2008
Job Vice President at Tailwind Capital
Industry Venture Capital & Private Equity
Experience
Tailwind Capital March 2014 - Present
Columbia Business School August 2012 - May 2014
Anheuser-Busch InBev June 2013 - August 2013
Tailwind Capital August 2010 - August 2012
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2003 — 2007
B.A., American Studies
Rolling Hills Preparatory 1999 — 2003
Tailwind Capital March 2014 - Present
Columbia Business School August 2012 - May 2014
Anheuser-Busch InBev June 2013 - August 2013
Tailwind Capital August 2010 - August 2012
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2003 — 2007
B.A., American Studies
Rolling Hills Preparatory 1999 — 2003
Jigar Shah's Lehman Brothers Experience June 2007 - March 2009
Job Engagement Manager at McKinsey & Company
Industry Venture Capital & Private Equity
Experience
McKinsey & Company August 2015 - Present
McKinsey & Company October 2013 - July 2015
The Carlyle Group March 2009 - May 2011
Lehman Brothers June 2007 - March 2009
Skills
Private Equity, Investments, Valuation, Market Research, Restructuring, Investment Banking, Financial Modeling, Portfolio Management, Venture Capital
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
New York University, Stern School of Business 2003 — 2007
BS, Finance, International Business
McKinsey & Company August 2015 - Present
McKinsey & Company October 2013 - July 2015
The Carlyle Group March 2009 - May 2011
Lehman Brothers June 2007 - March 2009
Skills
Private Equity, Investments, Valuation, Market Research, Restructuring, Investment Banking, Financial Modeling, Portfolio Management, Venture Capital
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
New York University, Stern School of Business 2003 — 2007
BS, Finance, International Business
Funmilayo Lediju, MPA Funmilayo Lediju, MPA's Lehman Brothers Experience July 2008 - September 2008
Job Senior Investment Analyst at the Office of the NYC Comptroller
Industry Financial Services
Experience
Office of the New York City Comptroller April 2015 - Present
Office of the NYC Comptroller August 2014 - April 2015
Special Counsel August 2013 - May 2014
Moody's Investors Service January 2013 - May 2013
NYC Retirement Systems 2012 - 2012
Barclays Capital December 2009 - August 2011
Barclays Capital September 2008 - December 2009
Lehman Brothers July 2008 - September 2008
Skills
Derivatives, Fixed Income, Politics, Finance, International Relations, Economic Research, Research, Asset-backed..., Banking, Economics, Investment Banking, Stata, Risk Management, Investments, Valuation, Analysis, Portfolio Management
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (MPA), International Finance & Economic Policy
NORTHEASTERN UNIVERSITY 2003 — 2008
Bachelor of Science Degree, International Business (Spanish Track); Finance
UNIVERSIDAD DE LAS AMERICAS PUBELAPuebla 2006 — 2007
Milton Hershey School
Office of the New York City Comptroller April 2015 - Present
Office of the NYC Comptroller August 2014 - April 2015
Special Counsel August 2013 - May 2014
Moody's Investors Service January 2013 - May 2013
NYC Retirement Systems 2012 - 2012
Barclays Capital December 2009 - August 2011
Barclays Capital September 2008 - December 2009
Lehman Brothers July 2008 - September 2008
Skills
Derivatives, Fixed Income, Politics, Finance, International Relations, Economic Research, Research, Asset-backed..., Banking, Economics, Investment Banking, Stata, Risk Management, Investments, Valuation, Analysis, Portfolio Management
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (MPA), International Finance & Economic Policy
NORTHEASTERN UNIVERSITY 2003 — 2008
Bachelor of Science Degree, International Business (Spanish Track); Finance
UNIVERSIDAD DE LAS AMERICAS PUBELAPuebla 2006 — 2007
Milton Hershey School
Sissel McCarthy Sissel McCarthy's Lehman Brothers Experience January 1989 - September 1990
Job Distinguished Lecturer and Director of the Journalism Program at Hunter College
Industry Higher Education
Experience
Hunter College August 2015 - Present
New York University August 2014 - August 2015
Emory University August 2004 - August 2014
CNN June 1996 - June 2000
CNBC March 1994 - June 1996
Lehman Brothers January 1989 - September 1990
Bankers Trust June 1984 - January 1989
Skills
Higher Education, Teaching, Editing, Research, Qualitative Research, Public Speaking, Copy Editing, Journalism, Social Media, Blogging, News Writing, Storytelling, Politics, Curriculum Design, University Teaching, Leadership
Education
Columbia University - Graduate School of Journalism 1991 — 1992
Master of Science (M.Sc.) in Journalism, Master's in International Affairs (MIA)
Columbia University - School of International and Public Affairs 1990 — 1992
Master's in International Affairs (MIA), Master's of Science in Journalism
Dartmouth College 1980 — 1984
Bachelor of Arts (B.A.), Government and Romance Languages
Hunter College August 2015 - Present
New York University August 2014 - August 2015
Emory University August 2004 - August 2014
CNN June 1996 - June 2000
CNBC March 1994 - June 1996
Lehman Brothers January 1989 - September 1990
Bankers Trust June 1984 - January 1989
Skills
Higher Education, Teaching, Editing, Research, Qualitative Research, Public Speaking, Copy Editing, Journalism, Social Media, Blogging, News Writing, Storytelling, Politics, Curriculum Design, University Teaching, Leadership
Education
Columbia University - Graduate School of Journalism 1991 — 1992
Master of Science (M.Sc.) in Journalism, Master's in International Affairs (MIA)
Columbia University - School of International and Public Affairs 1990 — 1992
Master's in International Affairs (MIA), Master's of Science in Journalism
Dartmouth College 1980 — 1984
Bachelor of Arts (B.A.), Government and Romance Languages
Marina Shport Marina Shport's Lehman Brothers Experience May 2004 - May 2007
Job Ready, willing and able to switch to the public sector!
Industry International Affairs
Experience
Lehman Brothers May 2004 - May 2007
Skills
Fluent in Russian and...
Education
Harriman Institute, Columbia University 2008 — 2010
Hariman Institute Cerificate, Russian, Central European, East European and Eurasian Studies
Columbia University - School of International and Public Affairs 2007 — 2010
Master of Public Administration, MPA, GPA: 3.6
St. Francis College 2000 — 2004
Bachelor's degree, B.S. in Business Management; Minor: Information Technology, GPA Magna Cum Laude: 3.7 (Athletic Scholarship)
Lehman Brothers May 2004 - May 2007
Skills
Fluent in Russian and...
Education
Harriman Institute, Columbia University 2008 — 2010
Hariman Institute Cerificate, Russian, Central European, East European and Eurasian Studies
Columbia University - School of International and Public Affairs 2007 — 2010
Master of Public Administration, MPA, GPA: 3.6
St. Francis College 2000 — 2004
Bachelor's degree, B.S. in Business Management; Minor: Information Technology, GPA Magna Cum Laude: 3.7 (Athletic Scholarship)
James Motherway James Motherway's Lehman Brothers Experience 1992 - 2003
Job Managing Director, Global Head of Audit at BlackRock
Industry Investment Management
Experience
BlackRock October 2011 - Present
Bank of America July 2005 - October 2011
Raymond James 2003 - 2005
Lehman Brothers 1992 - 2003
Price Waterhouse 1983 - 1992
Skills
Capital Markets, Asset Management, Financial Markets
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Manhattan College 1979 — 1983
BS, Accounting
BlackRock October 2011 - Present
Bank of America July 2005 - October 2011
Raymond James 2003 - 2005
Lehman Brothers 1992 - 2003
Price Waterhouse 1983 - 1992
Skills
Capital Markets, Asset Management, Financial Markets
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
Manhattan College 1979 — 1983
BS, Accounting
Priscilla Hancock Priscilla Hancock's Lehman Brothers Experience 1985 - 1998
Job Managing Director at JP Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2010 - Present
SAIL Venture Partners May 2009 - October 2010
Standard & Poor's 2007 - 2008
Moody's Investors Service 1998 - 2006
Lehman Brothers 1985 - 1998
Xerox 1981 - 1983
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate, Strategy and Innovation
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (MBA), Finance and Marketing
University of Virginia 1977 — 1981
BA, Art History
J.P. Morgan Asset Management October 2010 - Present
SAIL Venture Partners May 2009 - October 2010
Standard & Poor's 2007 - 2008
Moody's Investors Service 1998 - 2006
Lehman Brothers 1985 - 1998
Xerox 1981 - 1983
Education
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificate, Strategy and Innovation
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (MBA), Finance and Marketing
University of Virginia 1977 — 1981
BA, Art History
Sloan Klein Sloan Klein's Lehman Brothers Experience November 1991 - April 1995
Job Career Coach/Executive Coach for Investment Management Professionals
Industry Investment Management
Experience
SloanKlein Advisors September 2008 - Present
Sextant Search Partners April 2002 - June 2008
TMP Worldwide November 2000 - April 2002
Higdon Prince 1997 - 2000
Lehman Brothers November 1991 - April 1995
Skills
Investments, Executive Search, Private Equity, Asset Management, Investment Banking, Executive Coaching, Career Management, Career Strategist, Career Development, Hedge Funds, Executive Management, Leadership, Career Counseling, Recruiting, Investment Management, Marketing
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance, Marketing
Georgetown University 1986 — 1990
BA, English, Spanish
SloanKlein Advisors September 2008 - Present
Sextant Search Partners April 2002 - June 2008
TMP Worldwide November 2000 - April 2002
Higdon Prince 1997 - 2000
Lehman Brothers November 1991 - April 1995
Skills
Investments, Executive Search, Private Equity, Asset Management, Investment Banking, Executive Coaching, Career Management, Career Strategist, Career Development, Hedge Funds, Executive Management, Leadership, Career Counseling, Recruiting, Investment Management, Marketing
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance, Marketing
Georgetown University 1986 — 1990
BA, English, Spanish
Peter Karl's Lehman Brothers Experience July 2007 - August 2008
Job Investment Banking Associate at Macquarie Group
Industry Financial Services
Experience
Macquarie Group July 2015 - Present
Goldman Sachs August 2011 - June 2013
Barclays Capital July 2009 - August 2011
Lehman Brothers July 2007 - August 2008
Education
Columbia Business School 2013 — 2015
MBA
University of Delaware 2005 — 2009
Bachelor of Science, Finance & Economics
Tulane University
Macquarie Group July 2015 - Present
Goldman Sachs August 2011 - June 2013
Barclays Capital July 2009 - August 2011
Lehman Brothers July 2007 - August 2008
Education
Columbia Business School 2013 — 2015
MBA
University of Delaware 2005 — 2009
Bachelor of Science, Finance & Economics
Tulane University
Matt Wiener Matt Wiener's Lehman Brothers Experience July 2005 - June 2007
Job at Neuberger Berman
Industry Venture Capital & Private Equity
Experience
Neuberger Berman July 2011 - Present
Sony Corporation of America May 2010 - August 2010
Trilantic Capital Partners (formerly Lehman Brothers Merchant Banking) July 2007 - June 2009
Lehman Brothers July 2005 - June 2007
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, LBO, Mergers, Corporate Development, Investments, Business Strategy
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Science, Applied Economics and Management
Neuberger Berman July 2011 - Present
Sony Corporation of America May 2010 - August 2010
Trilantic Capital Partners (formerly Lehman Brothers Merchant Banking) July 2007 - June 2009
Lehman Brothers July 2005 - June 2007
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, LBO, Mergers, Corporate Development, Investments, Business Strategy
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Science, Applied Economics and Management
Emily Small Emily Small's Lehman Brothers Experience December 2004 - May 2008
Job Director, Performance & Operations at New York Power Authority
Industry Public Policy
Experience
New York Power Authority September 2015 - Present
New York Power Authority October 2014 - September 2015
NYC Department of Citywide Administrative Services May 2014 - September 2014
NYC Department of Citywide Administrative Services April 2013 - September 2014
NYC Department of Citywide Administrative Services December 2009 - April 2013
NYC Mayor's Office of Long-Term Planning & Sustainability March 2009 - June 2009
Lehman Brothers December 2004 - May 2008
Shearman & Sterling LLP June 2003 - December 2004
Miramax Films August 2002 - May 2003
Skills
Policy Analysis, Research, Public Policy, Editing, Fundraising, Public Speaking, Event Planning, Emerging Markets, Legal Writing, Microsoft Office, Community Outreach, Sustainability, Program Management, Energy Efficiency, Management, Strategic Planning, Government, Policy, Grants
Education
Columbia University - School of International and Public Affairs 2008 — 2009
Master of Public Administration, Environmental Science and Policy
Williams College 1996 — 2000
Bachelor of Arts, Political Science
New York Power Authority September 2015 - Present
New York Power Authority October 2014 - September 2015
NYC Department of Citywide Administrative Services May 2014 - September 2014
NYC Department of Citywide Administrative Services April 2013 - September 2014
NYC Department of Citywide Administrative Services December 2009 - April 2013
NYC Mayor's Office of Long-Term Planning & Sustainability March 2009 - June 2009
Lehman Brothers December 2004 - May 2008
Shearman & Sterling LLP June 2003 - December 2004
Miramax Films August 2002 - May 2003
Skills
Policy Analysis, Research, Public Policy, Editing, Fundraising, Public Speaking, Event Planning, Emerging Markets, Legal Writing, Microsoft Office, Community Outreach, Sustainability, Program Management, Energy Efficiency, Management, Strategic Planning, Government, Policy, Grants
Education
Columbia University - School of International and Public Affairs 2008 — 2009
Master of Public Administration, Environmental Science and Policy
Williams College 1996 — 2000
Bachelor of Arts, Political Science
Janice Li Janice Li's Lehman Brothers Experience May 2007 - July 2007
Job MBA Candidate at Columbia Business School
Industry Consumer Goods
Experience
Stila Cosmetics June 2015 - August 2015
Williams-Sonoma, Inc. 2012 - December 2014
Lot18 March 2011 - 2012
Barclays Capital July 2008 - February 2011
Lehman Brothers May 2007 - July 2007
BlackRock September 2006 - May 2007
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.)
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
B.S. and B.A., Business Administration; Legal Studies Double Major
Stila Cosmetics June 2015 - August 2015
Williams-Sonoma, Inc. 2012 - December 2014
Lot18 March 2011 - 2012
Barclays Capital July 2008 - February 2011
Lehman Brothers May 2007 - July 2007
BlackRock September 2006 - May 2007
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.)
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
B.S. and B.A., Business Administration; Legal Studies Double Major
Faye (Faye Elliott) Elliott Thorlacius Faye (Faye Elliott) Elliott Thorlacius's Lehman Brothers Experience June 2004 - September 2005
Job Project Consultant, Equity Research (all sectors)
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2007 - July 2011
Lehman Brothers June 2004 - September 2005
Keefe, Bruyette & Woods February 2002 - June 2004
Morgan Stanley March 2001 - February 2002
WR Hambrecht + Co March 2000 - March 2001
Goldman Sachs July 1999 - March 2000
Skills
Equity Research, Hedge Funds, Investment Banking, Investment Research, Valuation, Financial Modeling, Equity Valuation, Securities, Equities, Bloomberg, Financial Services, Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Vanderbilt University 1988 — 1992
BA, History
Bank of America Merrill Lynch October 2007 - July 2011
Lehman Brothers June 2004 - September 2005
Keefe, Bruyette & Woods February 2002 - June 2004
Morgan Stanley March 2001 - February 2002
WR Hambrecht + Co March 2000 - March 2001
Goldman Sachs July 1999 - March 2000
Skills
Equity Research, Hedge Funds, Investment Banking, Investment Research, Valuation, Financial Modeling, Equity Valuation, Securities, Equities, Bloomberg, Financial Services, Investments, Financial Analysis
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Vanderbilt University 1988 — 1992
BA, History
Nick Mazing Nick Mazing's Lehman Brothers Experience 2007 - 2008
Job PM/Founder at Ampera Capital LLC
Industry Financial Services
Experience
Ampera Capital LLC July 2013 - Present
Bighawk 2011 - 2013
Retail investor-focused product (auto-traded on TD Ameritrade; similar to Covestor) 2010 - 2011
Lehman Brothers 2007 - 2008
Lehman Brothers June 2006 - August 2006
Aramark June 2000 - August 2005
Duncraft May 1999 - August 1999
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
University of Maine 1997 — 2000
B.S., Business Administration (Management, Marketing)
American College of Sofia HS 1992 — 1997
High School Diploma, (none)
Ampera Capital LLC July 2013 - Present
Bighawk 2011 - 2013
Retail investor-focused product (auto-traded on TD Ameritrade; similar to Covestor) 2010 - 2011
Lehman Brothers 2007 - 2008
Lehman Brothers June 2006 - August 2006
Aramark June 2000 - August 2005
Duncraft May 1999 - August 1999
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
University of Maine 1997 — 2000
B.S., Business Administration (Management, Marketing)
American College of Sofia HS 1992 — 1997
High School Diploma, (none)
Lindsay M Calautti Lindsay M Calautti's Lehman Brothers Experience January 2007 - April 2007
Job Senior HR Relationship Manager at TD Securities
Industry Financial Services
Experience
TD Securities May 2014 - Present
TD Securities April 2012 - May 2014
TD Securities July 2010 - April 2012
TD Securities April 2007 - August 2009
Lehman Brothers January 2007 - April 2007
Goldman Sachs June 2005 - January 2007
Skills
Human Resources, Investment Banking, Recruiting, Equities, Fixed Income
Education
Harvard University 2009 — 2010
AM
Massachusetts Institute of Technology 2009 — 2010
Columbia University - Columbia Business School
TD Securities May 2014 - Present
TD Securities April 2012 - May 2014
TD Securities July 2010 - April 2012
TD Securities April 2007 - August 2009
Lehman Brothers January 2007 - April 2007
Goldman Sachs June 2005 - January 2007
Skills
Human Resources, Investment Banking, Recruiting, Equities, Fixed Income
Education
Harvard University 2009 — 2010
AM
Massachusetts Institute of Technology 2009 — 2010
Columbia University - Columbia Business School
Tim Cerino's Lehman Brothers Experience 2000 - 2006
Job Director, Data & Analytics at KPMG
Industry Management Consulting
Experience
KPMG March 2015 - Present
Avery Analytics Inc August 2012 - March 2015
Columbia University 2012 - December 2014
BNP Paribas September 2006 - November 2011
Lehman Brothers 2000 - 2006
Citi 1997 - 2000
Skills
Statistics, Data Mining, Data Science, Statistical Modeling, R, Risk Management, Fixed Income, Financial Modeling, SAS, Financial Institutions, Banking, Capital Markets, Machine Learning, Regulatory Capital, Finance, Quantitative Analytics, Data Visualization, Financial Risk, Python, Predictive Analytics
Education
Columbia University Graduate School of Arts and Sciences 2012 — 2013
Master's Degree
Columbia Business School
MBA
Duke University
BA
William Penn Charter School, Philadelphia
KPMG March 2015 - Present
Avery Analytics Inc August 2012 - March 2015
Columbia University 2012 - December 2014
BNP Paribas September 2006 - November 2011
Lehman Brothers 2000 - 2006
Citi 1997 - 2000
Skills
Statistics, Data Mining, Data Science, Statistical Modeling, R, Risk Management, Fixed Income, Financial Modeling, SAS, Financial Institutions, Banking, Capital Markets, Machine Learning, Regulatory Capital, Finance, Quantitative Analytics, Data Visualization, Financial Risk, Python, Predictive Analytics
Education
Columbia University Graduate School of Arts and Sciences 2012 — 2013
Master's Degree
Columbia Business School
MBA
Duke University
BA
William Penn Charter School, Philadelphia
Daniel Blanchard's Lehman Brothers Experience 1995 - 1998
Job Director of Business Strategy at Agave Energy Company
Industry Oil & Energy
Experience
Agave Energy Company April 2013 - Present
Pace Global Energy Services October 2007 - April 2013
Pace Financial Services, LLC December 2008 - October 2012
Self-employed August 2003 - October 2007
Credit Suisse First Boston April 2000 - September 2002
Salomon Smith Barney 1998 - 2001
Lehman Brothers 1995 - 1998
Dow Jones Newswires 1994 - 1995
Western Academy of Beijing 1993 - 1994
Skills
Financial Modeling, Due Diligence, Valuation, Mergers, Project Finance, Strategy, Energy, Renewable Energy, Investments, Equities, Finance, Natural Gas, Mergers & Acquisitions, Financial Analysis, Energy Industry, Equity Research, Commodity Markets, Private Equity, Management, Analysis, Business Strategy
Education
State University of New York College at Buffalo
State University of New York College at Buffalo
State University of New York at Buffalo
MBA, Finance
Columbia University - School of International and Public Affairs
Non-degree graduate level courses in energy project finance and development economics.
State University of New York College at Buffalo
BS / BA, Geology / Business
University of Notre Dame
Executive Leadership Program
Beijing Language Institute
Agave Energy Company April 2013 - Present
Pace Global Energy Services October 2007 - April 2013
Pace Financial Services, LLC December 2008 - October 2012
Self-employed August 2003 - October 2007
Credit Suisse First Boston April 2000 - September 2002
Salomon Smith Barney 1998 - 2001
Lehman Brothers 1995 - 1998
Dow Jones Newswires 1994 - 1995
Western Academy of Beijing 1993 - 1994
Skills
Financial Modeling, Due Diligence, Valuation, Mergers, Project Finance, Strategy, Energy, Renewable Energy, Investments, Equities, Finance, Natural Gas, Mergers & Acquisitions, Financial Analysis, Energy Industry, Equity Research, Commodity Markets, Private Equity, Management, Analysis, Business Strategy
Education
State University of New York College at Buffalo
State University of New York College at Buffalo
State University of New York at Buffalo
MBA, Finance
Columbia University - School of International and Public Affairs
Non-degree graduate level courses in energy project finance and development economics.
State University of New York College at Buffalo
BS / BA, Geology / Business
University of Notre Dame
Executive Leadership Program
Beijing Language Institute
Shima Enomoto Shima Enomoto's Lehman Brothers Experience September 1994 - December 1998
Job Founder, Saké Durham
Industry Food & Beverages
Experience
Saké Durham June 2014 - Present
Joto Sake, LLC April 2013 - May 2014
Mitsubishi UJF Securities March 2012 - February 2013
Mitsubishi UFJ Morgan Stanley Securities October 2006 - February 2012
Shinsei Securities September 2004 - September 2006
Cellective Therapeutics September 2003 - May 2004
Duke University September 2002 - August 2003
Credit Lyonnais Securities February 1999 - August 2002
Lehman Brothers September 1994 - December 1998
Skills
Equity Derivatives, Structured Products
Education
Columbia Business School 1993 — 1994
MBA, Finacne
Saké Durham June 2014 - Present
Joto Sake, LLC April 2013 - May 2014
Mitsubishi UJF Securities March 2012 - February 2013
Mitsubishi UFJ Morgan Stanley Securities October 2006 - February 2012
Shinsei Securities September 2004 - September 2006
Cellective Therapeutics September 2003 - May 2004
Duke University September 2002 - August 2003
Credit Lyonnais Securities February 1999 - August 2002
Lehman Brothers September 1994 - December 1998
Skills
Equity Derivatives, Structured Products
Education
Columbia Business School 1993 — 1994
MBA, Finacne
Leonard Cohen Leonard Cohen's Lehman Brothers Experience May 2006 - September 2008
Job Director Strategy at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse November 2012 - Present
LAMCO LLC April 2010 - November 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers May 2006 - September 2008
The Boston Consulting Group September 2002 - May 2006
UK Department of Trade and Industry September 1994 - July 2000
Skills
Strategic Planning, Change Management, Operational Excellence, Strategy, Program Management, Process Management, Relationship Management, Consulting
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
University of Oxford 1988 — 1991
BA Hons, Philosophy, Politics & Economics
Credit Suisse November 2012 - Present
LAMCO LLC April 2010 - November 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers May 2006 - September 2008
The Boston Consulting Group September 2002 - May 2006
UK Department of Trade and Industry September 1994 - July 2000
Skills
Strategic Planning, Change Management, Operational Excellence, Strategy, Program Management, Process Management, Relationship Management, Consulting
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
University of Oxford 1988 — 1991
BA Hons, Philosophy, Politics & Economics
Michael Dannenbaum's Lehman Brothers Experience 2006 - 2008
Job Head of West Coast at A2 Access
Industry Financial Services
Experience
A2 Access 2014 - Present
Barclays Capital 2009 - 2013
Lehman Brothers 2006 - 2008
Allen & Company June 2005 - August 2005
Skills
Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Equities
Education
Columbia Business School 2012 — 2012
University of Pennsylvania 2002 — 2006
BA, Psychology
St. Paul's School, London, UK 1997 — 2002
A- Levels, Economics, Mathematics, Politics
A2 Access 2014 - Present
Barclays Capital 2009 - 2013
Lehman Brothers 2006 - 2008
Allen & Company June 2005 - August 2005
Skills
Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Equities
Education
Columbia Business School 2012 — 2012
University of Pennsylvania 2002 — 2006
BA, Psychology
St. Paul's School, London, UK 1997 — 2002
A- Levels, Economics, Mathematics, Politics
Tonianne Berger Tonianne Berger's Lehman Brothers Experience 2004 - 2008
Job Compliance Professional
Industry Banking
Experience
Federal Reserve Bank of New York January 2011 - January 2015
Federal Reserve Bank of New York July 2009 - January 2011
Barclays Capital September 2008 - July 2009
Lehman Brothers 2004 - 2008
Bloomberg Tradebook 2002 - 2004
Arthur Andersen 2000 - 2002
NYSE 1998 - 1999
Morgan Stanley 1997 - 1998
Federal Reserve Bank of New York 1993 - 1997
Skills
Fixed income compliance, Actimize Project..., Fixed Income, AML, Business Analysis, Business Process..., Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, FINRA, Financial Risk, Financial Services, Hedge Funds, Investment Banking, Leadership, Project Management, Recruiting, Risk Management, Securities, Series 7, Trading, Trading Systems
Education
Columbia University - School of International and Public Affairs 1999 — 2000
MA, Economic Policy Management
Iona College 1989 — 1993
BA, Economics
Federal Reserve Bank of New York January 2011 - January 2015
Federal Reserve Bank of New York July 2009 - January 2011
Barclays Capital September 2008 - July 2009
Lehman Brothers 2004 - 2008
Bloomberg Tradebook 2002 - 2004
Arthur Andersen 2000 - 2002
NYSE 1998 - 1999
Morgan Stanley 1997 - 1998
Federal Reserve Bank of New York 1993 - 1997
Skills
Fixed income compliance, Actimize Project..., Fixed Income, AML, Business Analysis, Business Process..., Capital Markets, Derivatives, Due Diligence, Electronic Trading, Equities, FINRA, Financial Risk, Financial Services, Hedge Funds, Investment Banking, Leadership, Project Management, Recruiting, Risk Management, Securities, Series 7, Trading, Trading Systems
Education
Columbia University - School of International and Public Affairs 1999 — 2000
MA, Economic Policy Management
Iona College 1989 — 1993
BA, Economics
Melissa Kadiri Melissa Kadiri's Lehman Brothers Experience June 1999 - September 2000
Job Sr. Database Administrator
Industry Financial Services
Experience
Neuberger Berman June 2009 - Present
Silver Point Capital July 2006 - February 2009
Morgan Stanley November 2005 - July 2006
Amaranth June 2003 - November 2005
Amaranth Advisors 2003 - 2005
Barclays Capital December 2001 - June 2003
Measurisk LLC December 2000 - November 2001
Sanford Bernstein September 2000 - December 2000
Lehman Brothers June 1999 - September 2000
The Chase Manhattan Bank June 1998 - June 1999
Skills
Databases, Data Warehousing, Microsoft SQL Server, VMware, Windows Server, Database Administration, Sybase, Performance Tuning, System Administration, Software Documentation, Troubleshooting, Management, Data Migration, SQL Tuning, Start-ups, Hedge Funds, Trading Systems, IT Management, Database Design, Solaris, Linux, SDLC, System Architecture, Disaster Recovery, DB2
Education
Columbia University - School of International and Public Affairs 1983 — 1985
MA, Economic & Political Development, African Studies
University of Southern California 1976 — 1980
BA, Mathematics
Aptos High School 1972 — 1976
Neuberger Berman June 2009 - Present
Silver Point Capital July 2006 - February 2009
Morgan Stanley November 2005 - July 2006
Amaranth June 2003 - November 2005
Amaranth Advisors 2003 - 2005
Barclays Capital December 2001 - June 2003
Measurisk LLC December 2000 - November 2001
Sanford Bernstein September 2000 - December 2000
Lehman Brothers June 1999 - September 2000
The Chase Manhattan Bank June 1998 - June 1999
Skills
Databases, Data Warehousing, Microsoft SQL Server, VMware, Windows Server, Database Administration, Sybase, Performance Tuning, System Administration, Software Documentation, Troubleshooting, Management, Data Migration, SQL Tuning, Start-ups, Hedge Funds, Trading Systems, IT Management, Database Design, Solaris, Linux, SDLC, System Architecture, Disaster Recovery, DB2
Education
Columbia University - School of International and Public Affairs 1983 — 1985
MA, Economic & Political Development, African Studies
University of Southern California 1976 — 1980
BA, Mathematics
Aptos High School 1972 — 1976
Ronald Gold Ronald Gold's Lehman Brothers Experience May 1999 - September 2008
Job CEO and CoFounder at LeanOnWe
Industry Financial Services
Experience
LeanOnWe January 2014 - Present
Barclays December 2008 - November 2011
Lehman Brothers May 1999 - September 2008
Skills
Sales & Marketing..., Building Relationships, Growing Businesses, Management, Sales, Trusted Business Partner, Alternative Investments, Equity Research, Capital Markets, Equities, Bloomberg, Asian markets, Emerging Markets, Portfolio Management, Derivatives, Options, Trading, Valuation, Asset Management, Hedge Funds, Equity Trading, Equity Valuation, Investment Management, Financial Markets, Equity Derivatives, Corporate Finance, Proprietary Trading, Investments, Fixed Income, Electronic Trading, Financial Modeling
Education
Columbia Business School 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance, Dean's List
Mountain High School
University of Pennsylvania
Bachelor of Science (BS), Bachelor of Arts, Finance, Asian Studies
LeanOnWe January 2014 - Present
Barclays December 2008 - November 2011
Lehman Brothers May 1999 - September 2008
Skills
Sales & Marketing..., Building Relationships, Growing Businesses, Management, Sales, Trusted Business Partner, Alternative Investments, Equity Research, Capital Markets, Equities, Bloomberg, Asian markets, Emerging Markets, Portfolio Management, Derivatives, Options, Trading, Valuation, Asset Management, Hedge Funds, Equity Trading, Equity Valuation, Investment Management, Financial Markets, Equity Derivatives, Corporate Finance, Proprietary Trading, Investments, Fixed Income, Electronic Trading, Financial Modeling
Education
Columbia Business School 1989 — 1991
Master of Business Administration (MBA), Accounting and Finance, Dean's List
Mountain High School
University of Pennsylvania
Bachelor of Science (BS), Bachelor of Arts, Finance, Asian Studies
Kimberly Johnson Keenan's Lehman Brothers Experience 2008 - 2009
Job Director of Strategic Initiatives at White & Case
Industry Law Practice
Experience
White & Case 2013 - Present
White & Case 2009 - 2013
Lehman Brothers 2008 - 2009
Standard & Poor's 2006 - 2008
Arthur Andersen Business Consulting 2000 - 2004
Ernst & Young 1999 - 2000
Skills
Strategy, Communication, Business Planning, Strategy Execution, Project Management
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
University of Notre Dame 1995 — 1999
BBA, Finance
White & Case 2013 - Present
White & Case 2009 - 2013
Lehman Brothers 2008 - 2009
Standard & Poor's 2006 - 2008
Arthur Andersen Business Consulting 2000 - 2004
Ernst & Young 1999 - 2000
Skills
Strategy, Communication, Business Planning, Strategy Execution, Project Management
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
University of Notre Dame 1995 — 1999
BBA, Finance
John Minervini's Lehman Brothers Experience September 2001 - September 2008
Job
Industry Capital Markets
Experience
Barclays Capital September 2008 - Present
Lehman Brothers September 2001 - September 2008
Deloitte and Touche 1996 - 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Cornell University 1992 — 1996
BS
Barclays Capital September 2008 - Present
Lehman Brothers September 2001 - September 2008
Deloitte and Touche 1996 - 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Cornell University 1992 — 1996
BS
Akhil Nigam's Lehman Brothers Experience 1997 - 1999
Job Founder and President, MassChallenge
Industry Venture Capital & Private Equity
Experience
40 under 40 2014 - Present
Greater Boston Chamber of Commerce 2014 - Present
MassChallenge 2009 - Present
Bain & Company 2007 - 2009
Fidelity - Private Equity group May 2006 - August 2006
Ebusinessware (Technology Startup) 2000 - 2005
Societe Generale 1999 - 2000
Lehman Brothers 1997 - 1999
Skills
Strategy, Start-ups, Entrepreneurship, Business Strategy, Business Development, Mergers & Acquisitions, Product Management, Competitive Analysis, Financial Modeling, Leadership
Education
Harvard Business School 2005 — 2007
MBA, General Management
Columbia University in the City of New York 1998 — 1999
MS
The Cooper Union for the Advancement of Science and Art 1993 — 1997
BEng, Electrical Engineering
40 under 40 2014 - Present
Greater Boston Chamber of Commerce 2014 - Present
MassChallenge 2009 - Present
Bain & Company 2007 - 2009
Fidelity - Private Equity group May 2006 - August 2006
Ebusinessware (Technology Startup) 2000 - 2005
Societe Generale 1999 - 2000
Lehman Brothers 1997 - 1999
Skills
Strategy, Start-ups, Entrepreneurship, Business Strategy, Business Development, Mergers & Acquisitions, Product Management, Competitive Analysis, Financial Modeling, Leadership
Education
Harvard Business School 2005 — 2007
MBA, General Management
Columbia University in the City of New York 1998 — 1999
MS
The Cooper Union for the Advancement of Science and Art 1993 — 1997
BEng, Electrical Engineering
Iva Krasteva, CFA's Lehman Brothers Experience June 2006 - August 2006
Job Equity Research Analyst, Oil & Gas E&P at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Barclays Capital September 2007 - July 2014
Lehman Brothers June 2006 - August 2006
Skills
Equity Research, financial analysis,..., Energy, Oil&Gas Exploration and..., natural gas supply and..., shale gas, Chartered Financial..., Valuation, Financial Analysis, Economics, Due Diligence, Equities, Fundamental Analysis, Corporate Finance, Investments, Hedge Funds, Financial Modeling, Capital Markets, Analysis
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (MBA), Finance, General
TIAA-CREF July 2014 - Present
Barclays Capital September 2007 - July 2014
Lehman Brothers June 2006 - August 2006
Skills
Equity Research, financial analysis,..., Energy, Oil&Gas Exploration and..., natural gas supply and..., shale gas, Chartered Financial..., Valuation, Financial Analysis, Economics, Due Diligence, Equities, Fundamental Analysis, Corporate Finance, Investments, Hedge Funds, Financial Modeling, Capital Markets, Analysis
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (MBA), Finance, General
Jeff Kessler's Lehman Brothers Experience November 1989 - March 2008
Job
Industry Security and Investigations
Experience
Imperial Capital August 2008 - Present
JTK Consulting & TheSecurityAnalyst.com March 2008 - August 2008
Lehman Brothers November 1989 - March 2008
SG Cowen September 1986 - October 1989
Argus Research September 1983 - September 1986
Skills
Personal relationships..., Superior Domain..., Industry Analysis, Industrial Sector, Business Development, Start-ups, Business Strategy, Mergers, Strategy, Competitive Analysis, Analysis, Security, Go-to-market Strategy, Due Diligence, Product Management, Market Research, Strategic Planning, Private Equity, Mergers & Acquisitions, Operations Management, Physical Security, Corporate Finance, Executive Management, Investments, Leadership, Management, Equities, Portfolio Management
Education
McGill University 1971 — 1978
M.A., Political Science/Economics
Columbia University - Graduate School of Journalism 1974 — 1975
M.S., Financial Journalism
State University of New York College at Purchase 1969 — 1973
B.A. IN CO-OP WITH McGILL UNIVERSITY, Montreal, Quebec, Political Science
Imperial Capital August 2008 - Present
JTK Consulting & TheSecurityAnalyst.com March 2008 - August 2008
Lehman Brothers November 1989 - March 2008
SG Cowen September 1986 - October 1989
Argus Research September 1983 - September 1986
Skills
Personal relationships..., Superior Domain..., Industry Analysis, Industrial Sector, Business Development, Start-ups, Business Strategy, Mergers, Strategy, Competitive Analysis, Analysis, Security, Go-to-market Strategy, Due Diligence, Product Management, Market Research, Strategic Planning, Private Equity, Mergers & Acquisitions, Operations Management, Physical Security, Corporate Finance, Executive Management, Investments, Leadership, Management, Equities, Portfolio Management
Education
McGill University 1971 — 1978
M.A., Political Science/Economics
Columbia University - Graduate School of Journalism 1974 — 1975
M.S., Financial Journalism
State University of New York College at Purchase 1969 — 1973
B.A. IN CO-OP WITH McGILL UNIVERSITY, Montreal, Quebec, Political Science
Janine Shelffo's Lehman Brothers Experience August 2004 - October 2008
Job
Industry Investment Banking
Experience
UBS Investment Bank October 2008 - Present
Lehman Brothers August 2004 - October 2008
Credit Suisse First Boston December 2000 - August 2004
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Drexel Burnham Lambert 1989 - 1990
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
Georgetown University 1985 — 1989
BS
UBS Investment Bank October 2008 - Present
Lehman Brothers August 2004 - October 2008
Credit Suisse First Boston December 2000 - August 2004
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Drexel Burnham Lambert 1989 - 1990
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
Georgetown University 1985 — 1989
BS
Nicole Foo's Lehman Brothers Experience 2002 - 2005
Job Citigroup
Industry Financial Services
James Kelly's Lehman Brothers Experience 1995 - 1997
Job Associate Director of Research at Leerink Partners
Industry Financial Services
Experience
Leerink Partners LLC August 2015 - Present
Credit Suisse June 2010 - August 2015
Credit Suisse July 2009 - June 2010
Goldman Sachs October 2000 - October 2008
Credit Suisse First Boston 1997 - 2000
Lehman Brothers 1995 - 1997
Accenture 1990 - 1993
Skills
Equity Research, Sell Side, Securities, Equities, Equity Valuation, Financial Modeling, Institutional..., Private Equity, Bloomberg, Business Valuation, Asset Management, DCF, Fixed Income, Portfolio Management, Emerging Markets, Derivatives, Alternative Investments, Valuation, Research Management, Investments, Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Accounting and Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
Leerink Partners LLC August 2015 - Present
Credit Suisse June 2010 - August 2015
Credit Suisse July 2009 - June 2010
Goldman Sachs October 2000 - October 2008
Credit Suisse First Boston 1997 - 2000
Lehman Brothers 1995 - 1997
Accenture 1990 - 1993
Skills
Equity Research, Sell Side, Securities, Equities, Equity Valuation, Financial Modeling, Institutional..., Private Equity, Bloomberg, Business Valuation, Asset Management, DCF, Fixed Income, Portfolio Management, Emerging Markets, Derivatives, Alternative Investments, Valuation, Research Management, Investments, Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Accounting and Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
Keith Heller's Lehman Brothers Experience August 2008 - September 2008
Job Executive Director Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2010 - Present
Barclays Capital September 2008 - March 2010
Lehman Brothers August 2008 - September 2008
Praetorian Financial Group January 2006 - July 2006
Clarendon Insurance Group October 2003 - December 2005
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance and Economics
Emory University - Goizueta Business School 1999 — 2003
BBA, Finance/Accounting
Morgan Stanley April 2010 - Present
Barclays Capital September 2008 - March 2010
Lehman Brothers August 2008 - September 2008
Praetorian Financial Group January 2006 - July 2006
Clarendon Insurance Group October 2003 - December 2005
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance and Economics
Emory University - Goizueta Business School 1999 — 2003
BBA, Finance/Accounting
Araik Grigoryan's Lehman Brothers Experience November 2005 - September 2008
Job Quantitative Developer at Scotiabank
Industry Investment Banking
Experience
Scotiabank August 2012 - Present
Morgan Stanley October 2009 - August 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers November 2005 - September 2008
Morgan Stanley 2002 - 2005
iVoice Inc. July 2000 - August 2001
Lucent Technologies June 1999 - July 2000
Skills
C#, Commodity, Quantitative Finance, .NET, C++, Python, Java, Design Patterns, SQL, Software Engineering, Algorithms, Commodity Markets, Scala, Akka, Quantitative Risk, Ruby, Trading Systems, Derivatives
Education
Stanford University 2000 — 2002
Master's degree, Computer Science
Certificate in Quantitative Finance 2010 — 2010
Financial Mathematics
Columbia University in the City of New York 1995 — 1999
Bachelor's degree, Computer Engineering
Scotiabank August 2012 - Present
Morgan Stanley October 2009 - August 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers November 2005 - September 2008
Morgan Stanley 2002 - 2005
iVoice Inc. July 2000 - August 2001
Lucent Technologies June 1999 - July 2000
Skills
C#, Commodity, Quantitative Finance, .NET, C++, Python, Java, Design Patterns, SQL, Software Engineering, Algorithms, Commodity Markets, Scala, Akka, Quantitative Risk, Ruby, Trading Systems, Derivatives
Education
Stanford University 2000 — 2002
Master's degree, Computer Science
Certificate in Quantitative Finance 2010 — 2010
Financial Mathematics
Columbia University in the City of New York 1995 — 1999
Bachelor's degree, Computer Engineering
Sandi Sack's Lehman Brothers Experience May 2000 - May 2002
Job Finance Director at Hachette Book Group
Industry Publishing
Experience
Hachette Book Group January 2014 - Present
Scholastic April 2011 - January 2014
Time Inc June 2008 - April 2011
Time Inc December 2003 - May 2008
Time Inc May 2002 - December 2003
Lehman Brothers May 2000 - May 2002
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Planning, Business Strategy, Publishing, Digital Strategy, Financial Accounting, Marketing Strategy, Finance, Forecasting, Strategy, Budgets, Corporate Finance, Management, Digital Media
Education
Columbia University - Columbia Business School 2006 — 2007
Master of Business Administration (M.B.A.)
University of Pennsylvania 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course
Ramaz 1992 — 1996
Hachette Book Group January 2014 - Present
Scholastic April 2011 - January 2014
Time Inc June 2008 - April 2011
Time Inc December 2003 - May 2008
Time Inc May 2002 - December 2003
Lehman Brothers May 2000 - May 2002
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Planning, Business Strategy, Publishing, Digital Strategy, Financial Accounting, Marketing Strategy, Finance, Forecasting, Strategy, Budgets, Corporate Finance, Management, Digital Media
Education
Columbia University - Columbia Business School 2006 — 2007
Master of Business Administration (M.B.A.)
University of Pennsylvania 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course
Ramaz 1992 — 1996
Teddy Schiff's Lehman Brothers Experience 2001 - 2006
Job Partner at Arel Capital
Industry Financial Services
Experience
Arel Capital 2013 - Present
Sprout Foods, Inc. 2011 - 2015
Mast Capital Partners 2010 - 2013
Oyster Capital Group 2007 - 2013
Anbau Enterprises 2007 - 2007
Lehman Brothers 2001 - 2006
Skills
Real Estate Development, Real Estate Transactions, Real Estate, Investments, Investment Properties, Finance, Asset Managment, Real Estate Economics, Strategy, Start-ups, Acquisitions, Alternative Investments, Asset Management, Corporate Law, Due Diligence, Loans, Mergers & Acquisitions, Negotiation, Private Equity, Venture Capital
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2006 — 2007
MS, Real Estate Development
Trinity College-Hartford 1997 — 2001
BA, Economics
Deerfield Academy 1994 — 1997
Arel Capital 2013 - Present
Sprout Foods, Inc. 2011 - 2015
Mast Capital Partners 2010 - 2013
Oyster Capital Group 2007 - 2013
Anbau Enterprises 2007 - 2007
Lehman Brothers 2001 - 2006
Skills
Real Estate Development, Real Estate Transactions, Real Estate, Investments, Investment Properties, Finance, Asset Managment, Real Estate Economics, Strategy, Start-ups, Acquisitions, Alternative Investments, Asset Management, Corporate Law, Due Diligence, Loans, Mergers & Acquisitions, Negotiation, Private Equity, Venture Capital
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2006 — 2007
MS, Real Estate Development
Trinity College-Hartford 1997 — 2001
BA, Economics
Deerfield Academy 1994 — 1997
Terese Mariani Taylor's Lehman Brothers Experience 1991 - 1995
Job Director Credit Cash Trading IT & Regional Admin Head of Fixed Income IT
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Credit Suisse October 2012 - Present
Credit Suisse August 2008 - Present
Deutsche Bank November 1995 - August 2008
Bankers Trust 1995 - 1999
Lehman Brothers 1991 - 1995
Dun and Bradstreet 1989 - 1991
Skills
Vendor Management, Risk Management, Project Management, Management, IT Operations, Loans, Back Office, Infrastructure, Team Management, Talent Management, Investment Banking, Fixed Income, Capital Markets, Derivatives, Business Analysis, Equities, Banking, SDLC, Commercial Banking, Trading Systems, Credit
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, International Business
University of North Carolina at Chapel Hill 1982 — 1986
BA, History & Political Science
Credit Suisse July 2013 - Present
Credit Suisse October 2012 - Present
Credit Suisse August 2008 - Present
Deutsche Bank November 1995 - August 2008
Bankers Trust 1995 - 1999
Lehman Brothers 1991 - 1995
Dun and Bradstreet 1989 - 1991
Skills
Vendor Management, Risk Management, Project Management, Management, IT Operations, Loans, Back Office, Infrastructure, Team Management, Talent Management, Investment Banking, Fixed Income, Capital Markets, Derivatives, Business Analysis, Equities, Banking, SDLC, Commercial Banking, Trading Systems, Credit
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, International Business
University of North Carolina at Chapel Hill 1982 — 1986
BA, History & Political Science
Ethan Falkove's Lehman Brothers Experience September 2004 - December 2008
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2008 - Present
Lehman Brothers September 2004 - December 2008
Deutsche Bank June 1994 - August 2004
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Business
University of Pennsylvania 1990 — 1994
BS, Economics
University of Pennsylvania - The Wharton School 1990 — 1994
Neuberger Berman 2008 - Present
Lehman Brothers September 2004 - December 2008
Deutsche Bank June 1994 - August 2004
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Business
University of Pennsylvania 1990 — 1994
BS, Economics
University of Pennsylvania - The Wharton School 1990 — 1994
Nitin Walia's Lehman Brothers Experience July 2006 - December 2007
Job Director of Client Services at Rapid Ratings International
Industry Financial Services
Experience
Rapid Ratings International June 2012 - Present
LightBox Capital Management September 2010 - April 2012
BCW Group LLC January 2008 - August 2010
Lehman Brothers July 2006 - December 2007
Skills
Financial Modeling, Equities, Hedge Funds, Strategy, Risk Management, Analytics, Client Service, Financial Risk, Investments, Portfolio Management, Financial Services, Capital Markets, CRM, Trading Strategies, Equity Trading, Quantitative Research, Training, Financial Analysis, Trading, Investment Strategies, Alternative Investments
Education
Columbia Business School 2012 — 2013
MBA
Princeton University 2002 — 2006
BSE, Operations Research & Financial Engineering
Upper Canada College 1999 — 2002
IB
Rapid Ratings International June 2012 - Present
LightBox Capital Management September 2010 - April 2012
BCW Group LLC January 2008 - August 2010
Lehman Brothers July 2006 - December 2007
Skills
Financial Modeling, Equities, Hedge Funds, Strategy, Risk Management, Analytics, Client Service, Financial Risk, Investments, Portfolio Management, Financial Services, Capital Markets, CRM, Trading Strategies, Equity Trading, Quantitative Research, Training, Financial Analysis, Trading, Investment Strategies, Alternative Investments
Education
Columbia Business School 2012 — 2013
MBA
Princeton University 2002 — 2006
BSE, Operations Research & Financial Engineering
Upper Canada College 1999 — 2002
IB
Steven Kanner's Lehman Brothers Experience August 2005 - September 2006
Job
Industry Financial Services
Experience
Foot Locker October 2014 - Present
Bondholder Communications Group February 2009 - October 2014
Black River Asset Management September 2007 - December 2008
Okumus Capital September 2006 - August 2007
Lehman Brothers August 2005 - September 2006
Wechsler & Co., Inc. June 1999 - July 2003
Skills
Equity Valuation, Financial Modeling, Equities, Trading, Hedge Funds, Valuation, Industry Analysis, Investments, Mergers, Due Diligence, Financial Analysis, Excel, Bloomberg, Alternative Investments, Strategic Planning, Corporate Finance, Debt Restructuring, DCM, Spanish-speaking, Mergers & Acquisitions, Strategy, Finance, Capital Markets, Equity Research, Portfolio Management, Restructuring, Analysis, Fixed Income
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
The University of Texas at Austin 1995 — 1999
Bachelor of Arts
Greenhill School 1990 — 1995
Foot Locker October 2014 - Present
Bondholder Communications Group February 2009 - October 2014
Black River Asset Management September 2007 - December 2008
Okumus Capital September 2006 - August 2007
Lehman Brothers August 2005 - September 2006
Wechsler & Co., Inc. June 1999 - July 2003
Skills
Equity Valuation, Financial Modeling, Equities, Trading, Hedge Funds, Valuation, Industry Analysis, Investments, Mergers, Due Diligence, Financial Analysis, Excel, Bloomberg, Alternative Investments, Strategic Planning, Corporate Finance, Debt Restructuring, DCM, Spanish-speaking, Mergers & Acquisitions, Strategy, Finance, Capital Markets, Equity Research, Portfolio Management, Restructuring, Analysis, Fixed Income
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
The University of Texas at Austin 1995 — 1999
Bachelor of Arts
Greenhill School 1990 — 1995
Anna Gusel's Lehman Brothers Experience March 2004 - October 2004
Job IT Professional and Business Analyst, focus in Climate Change/Green Sector
Industry Renewables & Environment
Experience
American Express September 2013 - Present
IT Help Central April 2012 - July 2012
Camco August 2008 - July 2010
Federal Reserve Bank of New York June 2006 - August 2006
Exigen Group November 2004 - November 2005
Lehman Brothers March 2004 - October 2004
C1 Information Technologies November 2003 - February 2004
KEANE September 2002 - November 2003
PwC September 1995 - September 2001
Skills
Carbon Markets, Climate Change, Sustainability, Management Consulting, Strategic Planning, Project Management, Data Management, Change Management, Business Analytics, Systems Development..., IT systems development, Start-ups, Entrepreneurship, Energy Policy, Analysis, Integration, Data Analysis, Product Management, Business Process, Business Development, Project Planning, Requirements Analysis
Education
Columbia University - School of International and Public Affairs 2005 — 2008
Master's degree, Environmental Policy & Finance, Emissions Markets
University at Albany, SUNY 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Information Systems
American Express September 2013 - Present
IT Help Central April 2012 - July 2012
Camco August 2008 - July 2010
Federal Reserve Bank of New York June 2006 - August 2006
Exigen Group November 2004 - November 2005
Lehman Brothers March 2004 - October 2004
C1 Information Technologies November 2003 - February 2004
KEANE September 2002 - November 2003
PwC September 1995 - September 2001
Skills
Carbon Markets, Climate Change, Sustainability, Management Consulting, Strategic Planning, Project Management, Data Management, Change Management, Business Analytics, Systems Development..., IT systems development, Start-ups, Entrepreneurship, Energy Policy, Analysis, Integration, Data Analysis, Product Management, Business Process, Business Development, Project Planning, Requirements Analysis
Education
Columbia University - School of International and Public Affairs 2005 — 2008
Master's degree, Environmental Policy & Finance, Emissions Markets
University at Albany, SUNY 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Information Systems
Annie Zheng's Lehman Brothers Experience March 1999 - April 2000
Job Entrepreneur
Industry Real Estate
Experience
The Mandarin Treehouse October 2008 - Present
GE Real Estate 2003 - 2006
Merrill Lynch June 2001 - August 2001
Lehman Brothers March 1999 - April 2000
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Investment Banking, Financial Structuring, Investment Properties, Due Diligence, Securitization, Private Equity, Asset Management, Real Estate, Real Estate Development, Real Estate Economics, Corporate Finance, Financial Analysis, Business Strategy, Portfolio Management, Commercial Real Estate, Contract Negotiation, Strategy
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
Columbia University in the City of New York 1993 — 1996
BS, Chemical Engineering
The Mandarin Treehouse October 2008 - Present
GE Real Estate 2003 - 2006
Merrill Lynch June 2001 - August 2001
Lehman Brothers March 1999 - April 2000
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Investment Banking, Financial Structuring, Investment Properties, Due Diligence, Securitization, Private Equity, Asset Management, Real Estate, Real Estate Development, Real Estate Economics, Corporate Finance, Financial Analysis, Business Strategy, Portfolio Management, Commercial Real Estate, Contract Negotiation, Strategy
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
Columbia University in the City of New York 1993 — 1996
BS, Chemical Engineering
Quyen Du's Lehman Brothers Experience February 1998 - August 1999
Job Vice President Strategy & Operations, Entertainment & Digital Networks and Integrated Media at NBCUniversal, Inc.
Industry Broadcast Media
Experience
NBCUniversal, Inc. September 2012 - Present
The Walt Disney Studios January 2011 - April 2012
NBC Universal November 2007 - January 2011
Showtime Networks June 2006 - November 2007
McFarland Grossman & Company 1999 - 2002
Lehman Brothers February 1998 - August 1999
Education
Columbia University - Columbia Business School 2002 — 2005
University of California, Berkeley, Haas School of Business 1993 — 1997
BS, Finance and Economics
NBCUniversal, Inc. September 2012 - Present
The Walt Disney Studios January 2011 - April 2012
NBC Universal November 2007 - January 2011
Showtime Networks June 2006 - November 2007
McFarland Grossman & Company 1999 - 2002
Lehman Brothers February 1998 - August 1999
Education
Columbia University - Columbia Business School 2002 — 2005
University of California, Berkeley, Haas School of Business 1993 — 1997
BS, Finance and Economics
Nicole Kaplan's Lehman Brothers Experience 1997 - 2002
Job Founder and President at Telesto LLC
Industry Financial Services
Experience
Telesto June 2003 - January 2012
Telesto LLC June 2003 - January 2012
Stephens Financial Group April 2002 - December 2003
Lehman Brothers 1997 - 2002
Skills
Corporate Development, Financial Structuring, Securities, Series 7, IPO, Structured Finance, Capital Raising, Project Finance
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Washington University in St. Louis 1988 — 1992
BA, Economics
Horace Mann 1982 — 1988
Telesto June 2003 - January 2012
Telesto LLC June 2003 - January 2012
Stephens Financial Group April 2002 - December 2003
Lehman Brothers 1997 - 2002
Skills
Corporate Development, Financial Structuring, Securities, Series 7, IPO, Structured Finance, Capital Raising, Project Finance
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Washington University in St. Louis 1988 — 1992
BA, Economics
Horace Mann 1982 — 1988
Glenn Chin's Lehman Brothers Experience 1999 - 2005
Job Vice President, Equity Analyst at The Buckingham Research Group
Industry Investment Management
Experience
The Buckingham Research Group 2013 - Present
Bloomberg 2012 - 2013
CSFM 2009 - 2011
J.P. Morgan 2005 - 2007
Lehman Brothers 1999 - 2005
Merrill Lynch 1997 - 1999
Mercedes-Benz of North America 1994 - 1997
Skills
Equities, Financial Analysis, Equity Research, Audit, Financial Modeling, Financial Control
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Rutgers University-New Brunswick
B.S., Economics
The Buckingham Research Group 2013 - Present
Bloomberg 2012 - 2013
CSFM 2009 - 2011
J.P. Morgan 2005 - 2007
Lehman Brothers 1999 - 2005
Merrill Lynch 1997 - 1999
Mercedes-Benz of North America 1994 - 1997
Skills
Equities, Financial Analysis, Equity Research, Audit, Financial Modeling, Financial Control
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Rutgers University-New Brunswick
B.S., Economics
Amortya Ray's Lehman Brothers Experience February 2008 - September 2008
Job Associate at Nomura
Industry Computer Software
Experience
Nomura September 2010 - Present
Barclays Capital October 2008 - September 2010
Lehman Brothers February 2008 - September 2008
Columbia Law School July 2007 - December 2007
Skills
Fixed Income, Java, Capital Markets, SQL, Reference Data, Architectures
Education
Columbia University in the City of New York 2006 — 2007
Masters, Computer Science
University of Mumbai 2002 — 2006
Nomura September 2010 - Present
Barclays Capital October 2008 - September 2010
Lehman Brothers February 2008 - September 2008
Columbia Law School July 2007 - December 2007
Skills
Fixed Income, Java, Capital Markets, SQL, Reference Data, Architectures
Education
Columbia University in the City of New York 2006 — 2007
Masters, Computer Science
University of Mumbai 2002 — 2006
Josh Simons's Lehman Brothers Experience August 2006 - February 2008
Job One William Street Capital
Industry Investment Banking
Experience
One William Street Capital February 2008 - Present
Lehman Brothers August 2006 - February 2008
JP Morgan January 1999 - September 2006
Skills
Hedge Funds, Fixed Income, Alternative Investments, Structured Products, CDO, Equities, Capital Markets, Derivatives, Asset Managment, ABS, Credit Derivatives, Structured Finance, Private Equity, Fund Of Funds, Investment Banking, MBS, Portfolio Management, Financial Structuring, Investments, Bloomberg
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Muhlenberg College 1994 — 1998
Accounting
One William Street Capital February 2008 - Present
Lehman Brothers August 2006 - February 2008
JP Morgan January 1999 - September 2006
Skills
Hedge Funds, Fixed Income, Alternative Investments, Structured Products, CDO, Equities, Capital Markets, Derivatives, Asset Managment, ABS, Credit Derivatives, Structured Finance, Private Equity, Fund Of Funds, Investment Banking, MBS, Portfolio Management, Financial Structuring, Investments, Bloomberg
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Muhlenberg College 1994 — 1998
Accounting
Fredric Gilde's Lehman Brothers Experience November 2000 - September 2008
Job Global Head of Client Strategy at Sanford C. Bernstein
Industry Investment Banking
Experience
Sanford C. Bernstein July 2013 - Present
Nomura August 2009 - May 2013
Lehman Brothers November 2000 - September 2008
Credit Suisse First Boston October 1999 - September 2000
Mitchell Madison Group September 1997 - August 1999
Skills
Capital Markets, Fixed Income, Information Technology, Business Strategy, Sales Operations, Technology Management, Data Management, Technology Product...
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, General Mgmt, Finance
Dartmouth College 1984 — 1988
Sanford C. Bernstein July 2013 - Present
Nomura August 2009 - May 2013
Lehman Brothers November 2000 - September 2008
Credit Suisse First Boston October 1999 - September 2000
Mitchell Madison Group September 1997 - August 1999
Skills
Capital Markets, Fixed Income, Information Technology, Business Strategy, Sales Operations, Technology Management, Data Management, Technology Product...
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, General Mgmt, Finance
Dartmouth College 1984 — 1988
Fan Shen's Lehman Brothers Experience 2004 - 2007
Job Senior Manager at Riot Games
Industry Management Consulting
Experience
Riot Games May 2014 - Present
The Boston Consulting Group 2010 - 2014
Lehman Brothers 2004 - 2007
Skills
Merger and Acquisition, Strategy Development, Joint Ventures, M&A due diligence, Strategic Planning, Business Growth, Due Diligence, Business Development, Strategy, Competitive Analysis, Valuation, Mergers & Acquisitions, Management, Business Strategy, Management Consulting, Corporate Development, Financial Modeling, Consulting
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Strategy
National Chengchi University
Bachelor of Arts (B.A.), Behavioral Economics
Riot Games May 2014 - Present
The Boston Consulting Group 2010 - 2014
Lehman Brothers 2004 - 2007
Skills
Merger and Acquisition, Strategy Development, Joint Ventures, M&A due diligence, Strategic Planning, Business Growth, Due Diligence, Business Development, Strategy, Competitive Analysis, Valuation, Mergers & Acquisitions, Management, Business Strategy, Management Consulting, Corporate Development, Financial Modeling, Consulting
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Strategy
National Chengchi University
Bachelor of Arts (B.A.), Behavioral Economics
Israel Kaufman's Lehman Brothers Experience 2001 - 2003
Job Executive Vice President and Treasurer at CIT
Industry Investment Banking
Experience
CIT September 2013 - Present
Geller & Company February 2013 - September 2013
Goldman Sachs Bank USA November 2008 - February 2013
Goldman Sachs January 2007 - November 2008
Goldman Sachs December 2005 - January 2007
Marsh 2003 - 2005
Lehman Brothers 2001 - 2003
Goldman Sachs July 1990 - December 2000
Skills
Corporate Finance, Financial Analysis, Cash Management, Funding, Liquidity Management, Liquidity, Capital Markets, Derivatives, Equities
Education
Columbia University - Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
Yeshiva University 1985 — 1988
BA, Economics
CIT September 2013 - Present
Geller & Company February 2013 - September 2013
Goldman Sachs Bank USA November 2008 - February 2013
Goldman Sachs January 2007 - November 2008
Goldman Sachs December 2005 - January 2007
Marsh 2003 - 2005
Lehman Brothers 2001 - 2003
Goldman Sachs July 1990 - December 2000
Skills
Corporate Finance, Financial Analysis, Cash Management, Funding, Liquidity Management, Liquidity, Capital Markets, Derivatives, Equities
Education
Columbia University - Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
Yeshiva University 1985 — 1988
BA, Economics
Michele Meyer LoBiondo's Lehman Brothers Experience May 1989 - September 1994
Job Senior Bank Examiner Equities/Derivatives
Industry Financial Services
Experience
Federal Reserve Bank of NY 2011 - Present
Everest Reinsurance September 2005 - September 2009
Fiduciary Trust Company 1999 - 2005
US Trust 1997 - 1999
State Teachers Retirement System of Ohio July 1995 - August 1997
Chase Manhattan Corporation September 1994 - July 1995
Lehman Brothers May 1989 - September 1994
Skills
Hedge Funds, Wealth Management, Financial Risk..., Equity Research, Portfolio Management, Bonds, Strategic Financial..., Private Equity, Investments, Investment Management, Capital Markets, Mutual Funds, Performance Attribution, Securities, Series 7, Investment Banking, Equities, Valuation, Investor Relations, Financial Modeling, Risk Management, Investment Strategies, Financial Analysis, Wealth Management..., Analysis, Equity Valuation, Finance, Quantitative Analytics, Derivatives, Fund Of Funds, Mergers, Bloomberg, Venture Capital, Due Diligence, Fixed Income, Corporate Finance, Financial Services
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MPA, International Finance and Economic Policy
New York University 2010 — 2010
Advanced Professional Certification, Financial Risk Management
New York University
Italian
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
The Ohio State University Fisher College of Business
BSBA, Accounting
Federal Reserve Bank of NY 2011 - Present
Everest Reinsurance September 2005 - September 2009
Fiduciary Trust Company 1999 - 2005
US Trust 1997 - 1999
State Teachers Retirement System of Ohio July 1995 - August 1997
Chase Manhattan Corporation September 1994 - July 1995
Lehman Brothers May 1989 - September 1994
Skills
Hedge Funds, Wealth Management, Financial Risk..., Equity Research, Portfolio Management, Bonds, Strategic Financial..., Private Equity, Investments, Investment Management, Capital Markets, Mutual Funds, Performance Attribution, Securities, Series 7, Investment Banking, Equities, Valuation, Investor Relations, Financial Modeling, Risk Management, Investment Strategies, Financial Analysis, Wealth Management..., Analysis, Equity Valuation, Finance, Quantitative Analytics, Derivatives, Fund Of Funds, Mergers, Bloomberg, Venture Capital, Due Diligence, Fixed Income, Corporate Finance, Financial Services
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MPA, International Finance and Economic Policy
New York University 2010 — 2010
Advanced Professional Certification, Financial Risk Management
New York University
Italian
St. John's University, The Peter J. Tobin College of Business
MBA, Finance
The Ohio State University Fisher College of Business
BSBA, Accounting
Terri Fortuna's Lehman Brothers Experience March 2007 - September 2008
Job Chief Operating Officer, Cash Equities at Evercore Partners
Industry Financial Services
Experience
Evercore Partners January 2010 - Present
Barclays Capital September 2008 - January 2010
Lehman Brothers March 2007 - September 2008
Morgan Stanley April 1998 - February 2007
Porzio, Bromberg & Newman, PC September 1990 - April 1998
Skills
Capital Markets, Strategy, Investment Banking, Executive Management, Equities, Leadership, Business Strategy
Education
Columbia University - Columbia Business School 1993 — 1994
MBA
Penn State University 1979 — 1983
BS, Finance
Evercore Partners January 2010 - Present
Barclays Capital September 2008 - January 2010
Lehman Brothers March 2007 - September 2008
Morgan Stanley April 1998 - February 2007
Porzio, Bromberg & Newman, PC September 1990 - April 1998
Skills
Capital Markets, Strategy, Investment Banking, Executive Management, Equities, Leadership, Business Strategy
Education
Columbia University - Columbia Business School 1993 — 1994
MBA
Penn State University 1979 — 1983
BS, Finance
Jay Radtke's Lehman Brothers Experience July 1997 - July 2000
Job Managing Director at Mason Wells
Industry Financial Services
Experience
Mason Wells January 2006 - Present
Cornerstone Equity Investors, LLC June 2000 - December 2005
Lehman Brothers July 1997 - July 2000
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Vanderbilt University 1993 — 1997
Bachelor's Degree
Mason Wells January 2006 - Present
Cornerstone Equity Investors, LLC June 2000 - December 2005
Lehman Brothers July 1997 - July 2000
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Vanderbilt University 1993 — 1997
Bachelor's Degree
Michael Castleman's Lehman Brothers Experience 1994 - 2006
Job Executive Vice President & CFO at CDI Corporation
Industry Staffing and Recruiting
Experience
CDI Corporation March 2015 - Present
CDI Corporation October 2014 - March 2015
Sears Holdings Corporation March 2012 - October 2014
Sears Holdings Corporation September 2011 - June 2012
Sears Holdings Corporation March 2011 - August 2011
EHP Capital / Springline Advisors January 2009 - January 2011
Inference Capital Management March 2006 - December 2008
Lehman Brothers 1994 - 2006
Harbor Research 1989 - 1992
Skills
Venture Capital, Valuation, Equities, Corporate Development, Financial Structuring, Investments, Strategic Planning, Executive Management, Business Strategy, Leadership, P&L Management, Strategic Partnerships, Executive Financial..., Mutual Funds, Management, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, General
University of Pennsylvania - The Wharton School 1985 — 1989
BS Economics, Multinational Management
Loomis Chaffee 1981 — 1985
CDI Corporation March 2015 - Present
CDI Corporation October 2014 - March 2015
Sears Holdings Corporation March 2012 - October 2014
Sears Holdings Corporation September 2011 - June 2012
Sears Holdings Corporation March 2011 - August 2011
EHP Capital / Springline Advisors January 2009 - January 2011
Inference Capital Management March 2006 - December 2008
Lehman Brothers 1994 - 2006
Harbor Research 1989 - 1992
Skills
Venture Capital, Valuation, Equities, Corporate Development, Financial Structuring, Investments, Strategic Planning, Executive Management, Business Strategy, Leadership, P&L Management, Strategic Partnerships, Executive Financial..., Mutual Funds, Management, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, General
University of Pennsylvania - The Wharton School 1985 — 1989
BS Economics, Multinational Management
Loomis Chaffee 1981 — 1985
Eugene Song's Lehman Brothers Experience 1998 - 1999
Job Growth Equity and Secondaries Investor
Industry Venture Capital & Private Equity
Experience
Madison Bay Capital Partners October 2013 - Present
W Capital Partners 2004 - 2013
Hewlett-Packard June 2003 - August 2003
Stone Point Capital 1999 - 2002
Lehman Brothers 1998 - 1999
Skills
growth equity, secondary investments, technology, Enterprise Software, Financial Technology, Pricing, Stage, Sourcing, Growth Capital, Private Equity, Venture Capital, Investments, Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Executive Management, Strategy, Start-ups, Finance, LBO, Corporate Development, Portfolio Management, Leveraged Finance
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Princeton University 1994 — 1998
BSE
Kauffman Fellows
Kauffman Fellows
Madison Bay Capital Partners October 2013 - Present
W Capital Partners 2004 - 2013
Hewlett-Packard June 2003 - August 2003
Stone Point Capital 1999 - 2002
Lehman Brothers 1998 - 1999
Skills
growth equity, secondary investments, technology, Enterprise Software, Financial Technology, Pricing, Stage, Sourcing, Growth Capital, Private Equity, Venture Capital, Investments, Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Executive Management, Strategy, Start-ups, Finance, LBO, Corporate Development, Portfolio Management, Leveraged Finance
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Princeton University 1994 — 1998
BSE
Kauffman Fellows
Kauffman Fellows
Jasjit Singh's Lehman Brothers Experience June 2006 - May 2008
Job 1
Industry Capital Markets
Experience
Unknown October 2009 - Present
Westwood Capital LLC January 2009 - October 2009
R3 Capital Partners May 2008 - November 2008
Lehman Brothers June 2006 - May 2008
Education
Columbia University - Columbia Business School 2001 — 2003
Unknown October 2009 - Present
Westwood Capital LLC January 2009 - October 2009
R3 Capital Partners May 2008 - November 2008
Lehman Brothers June 2006 - May 2008
Education
Columbia University - Columbia Business School 2001 — 2003
T. Eliot Ross, Jr.'s Lehman Brothers Experience January 2004 - September 2008
Job Senior Vice President at Morgan Stanley
Industry Investment Management
Experience
Barclays Capital September 2008 - June 2012
Lehman Brothers January 2004 - September 2008
JP Morgan Chase June 2001 - January 2004
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Business
Princeton University 1997 — 2001
B.A., Politics
University of Cape Town 2000 — 2000
BA, Study Abroad
Barclays Capital September 2008 - June 2012
Lehman Brothers January 2004 - September 2008
JP Morgan Chase June 2001 - January 2004
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Business
Princeton University 1997 — 2001
B.A., Politics
University of Cape Town 2000 — 2000
BA, Study Abroad
Linda Chun Meehan's Lehman Brothers Experience September 2007 - September 2008
Job Consultant
Industry Venture Capital & Private Equity
Experience
New Venture Partners January 2011 - Present
Alta Associates June 2011 - August 2011
Robert Toigo Foundation December 2009 - June 2011
Lehman Brothers September 2007 - September 2008
Giuliani Capital Advisors April 2005 - September 2007
Lucent Technologies August 2002 - April 2005
Skills
Financial Analysis, Finance, Management, Valuation
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
Wesleyan University 1993 — 1997
BA, Math, Econ
New Venture Partners January 2011 - Present
Alta Associates June 2011 - August 2011
Robert Toigo Foundation December 2009 - June 2011
Lehman Brothers September 2007 - September 2008
Giuliani Capital Advisors April 2005 - September 2007
Lucent Technologies August 2002 - April 2005
Skills
Financial Analysis, Finance, Management, Valuation
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
Wesleyan University 1993 — 1997
BA, Math, Econ
Jeff Harlib's Lehman Brothers Experience June 2003 - October 2008
Job Managing Director High Yield Credit Research
Industry Investment Banking
Experience
Barclays Capital October 2008 - Present
Lehman Brothers June 2003 - October 2008
Credit Suisse First Boston 1988 - 2003
Education
Columbia University - Columbia Business School
MBA, Finance
University of Pennsylvania - The Wharton School
BS-Economics, Accounting
Barclays Capital October 2008 - Present
Lehman Brothers June 2003 - October 2008
Credit Suisse First Boston 1988 - 2003
Education
Columbia University - Columbia Business School
MBA, Finance
University of Pennsylvania - The Wharton School
BS-Economics, Accounting
Katherine He's Lehman Brothers Experience June 2009 - August 2009
Job Associate
Industry Investment Management
Experience
Allianz Global Investors August 2015 - Present
J.P. Morgan June 2014 - August 2014
Causeway Capital Management LLC May 2014 - June 2014
Deloitte June 2011 - July 2013
Sanford C. Bernstein June 2010 - June 2011
Barclays June 2010 - August 2010
Lehman Brothers June 2009 - August 2009
Skills
Equity Research, Financial Modeling, Valuation, Market Research, Bloomberg, Equities, Economics, Business Planning, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
American School In Japan
High school diploma
Harvard University
A.B. with honors, Economics and Statistics
Allianz Global Investors August 2015 - Present
J.P. Morgan June 2014 - August 2014
Causeway Capital Management LLC May 2014 - June 2014
Deloitte June 2011 - July 2013
Sanford C. Bernstein June 2010 - June 2011
Barclays June 2010 - August 2010
Lehman Brothers June 2009 - August 2009
Skills
Equity Research, Financial Modeling, Valuation, Market Research, Bloomberg, Equities, Economics, Business Planning, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
American School In Japan
High school diploma
Harvard University
A.B. with honors, Economics and Statistics
Jiamin Jin's Lehman Brothers Experience June 2007 - September 2008
Job VP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital June 2011 - Present
Barclays Capital September 2011 - December 2011
Barclays Capital September 2008 - May 2011
Lehman Brothers June 2007 - September 2008
Skills
Basel III, Credit Risk, Stress Testing, Counterparty Risk, Risk Management, Backtesting, CVA, Analysis, Analytics, Fixed Income, Derivatives, Credit Derivatives, Equity Derivatives
Education
Columbia University - Graduate School of Arts and Sciences 2001 — 2007
Ph.D., Physics
University of Science and Technology of China 1996 — 2001
B.S., Physics
Barclays Capital June 2011 - Present
Barclays Capital September 2011 - December 2011
Barclays Capital September 2008 - May 2011
Lehman Brothers June 2007 - September 2008
Skills
Basel III, Credit Risk, Stress Testing, Counterparty Risk, Risk Management, Backtesting, CVA, Analysis, Analytics, Fixed Income, Derivatives, Credit Derivatives, Equity Derivatives
Education
Columbia University - Graduate School of Arts and Sciences 2001 — 2007
Ph.D., Physics
University of Science and Technology of China 1996 — 2001
B.S., Physics
Mark H. Mauldin, CPA's Lehman Brothers Experience 1996 - 1999
Job Managing Director, Rye Capital Services, LLC
Industry Financial Services
Experience
Rye Capital Services, LLC 2003 - Present
KTR Newmark 2001 - 2003
CII 2000 - 2001
Cushman & Wakefield 1999 - 2001
Lehman Brothers 1996 - 1999
Mauldin & Company, Inc. 1989 - 1996
Skills
Underwriting, Real Estate, Financial Modeling, Commercial Mortgages, Financial Analysis, Investments, Valuation, Private Equity, Investment Banking, Mortgage Lending, Banking, Business Development, CMBS, Due Diligence, Portfolio Management, Credit, Asset Management, Commercial Real Estate, Disposition, Loan Origination, Equities, Department Management, Consulting, Management, acquisition, Risk Management, Financial Risk, Credit Risk, Capital Markets, Finance, Real Estate Economics, Financial Structuring, Securities, Loans, Investment Properties, Mezzanine, Structured Finance, Executive Management, Bonds, Strategy, Securitization, Management Consulting, Acquisitions, Funding, Corporate Finance, Debt Restructuring, Hedge Funds, Alternative Investments, Venture Capital, Fixed Income
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
New York University
MS Real Estate, Finance & Valuation
University of Houston, C.T. Bauer College of Business
MBA, Finance & Accounting
University of Mississippi
BPA, Public Administration
Rye Capital Services, LLC 2003 - Present
KTR Newmark 2001 - 2003
CII 2000 - 2001
Cushman & Wakefield 1999 - 2001
Lehman Brothers 1996 - 1999
Mauldin & Company, Inc. 1989 - 1996
Skills
Underwriting, Real Estate, Financial Modeling, Commercial Mortgages, Financial Analysis, Investments, Valuation, Private Equity, Investment Banking, Mortgage Lending, Banking, Business Development, CMBS, Due Diligence, Portfolio Management, Credit, Asset Management, Commercial Real Estate, Disposition, Loan Origination, Equities, Department Management, Consulting, Management, acquisition, Risk Management, Financial Risk, Credit Risk, Capital Markets, Finance, Real Estate Economics, Financial Structuring, Securities, Loans, Investment Properties, Mezzanine, Structured Finance, Executive Management, Bonds, Strategy, Securitization, Management Consulting, Acquisitions, Funding, Corporate Finance, Debt Restructuring, Hedge Funds, Alternative Investments, Venture Capital, Fixed Income
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
New York University
MS Real Estate, Finance & Valuation
University of Houston, C.T. Bauer College of Business
MBA, Finance & Accounting
University of Mississippi
BPA, Public Administration
Phil Dauber's Lehman Brothers Experience September 1987 - November 2004
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG 2011 - Present
JPMorgan June 2008 - September 2011
Bear Stearns December 2004 - May 2008
Lehman Brothers September 1987 - November 2004
Skills
Equity Trading, Equities, Electronic Trading, Hedge Funds, Trading Systems, Series 24, Series 7, ETFs, Series 63, Alternative Investments, Equity Research, Fixed Income, Arbitrage, Asset Allocation, Asset Management, Buy-side, Bonds, Capital Markets, Commodity, Credit Derivatives, Derivatives, Emerging Markets, Equity Derivatives, Equity Valuation, FINRA, FX Options, Financial Markets, Financial Modeling, Fund Of Funds, Hedging, Institutional..., High Yield, Investment Banking, Investment Management, Investments, Market Data, Middle Office, Mutual Funds, Prime Brokerage, Portfolio Management, Private Equity, Securities, Proprietary Trading, Swaps, Structured Products, Trading Strategies, Trading, Valuation, Wealth Management
Education
Columbia University - Columbia Business School 1985 — 1987
mba, finance
Princeton University 1979 — 1983
ba, wood row wilson school
BTIG 2011 - Present
JPMorgan June 2008 - September 2011
Bear Stearns December 2004 - May 2008
Lehman Brothers September 1987 - November 2004
Skills
Equity Trading, Equities, Electronic Trading, Hedge Funds, Trading Systems, Series 24, Series 7, ETFs, Series 63, Alternative Investments, Equity Research, Fixed Income, Arbitrage, Asset Allocation, Asset Management, Buy-side, Bonds, Capital Markets, Commodity, Credit Derivatives, Derivatives, Emerging Markets, Equity Derivatives, Equity Valuation, FINRA, FX Options, Financial Markets, Financial Modeling, Fund Of Funds, Hedging, Institutional..., High Yield, Investment Banking, Investment Management, Investments, Market Data, Middle Office, Mutual Funds, Prime Brokerage, Portfolio Management, Private Equity, Securities, Proprietary Trading, Swaps, Structured Products, Trading Strategies, Trading, Valuation, Wealth Management
Education
Columbia University - Columbia Business School 1985 — 1987
mba, finance
Princeton University 1979 — 1983
ba, wood row wilson school
Ryan Faulkner's Lehman Brothers Experience June 2003 - January 2008
Job Markets Officer at Federal Reserve Bank of New York
Industry Capital Markets
Experience
Federal Reserve Bank of New York August 2012 - Present
Faulkner Capital Inc. February 2008 - October 2012
Lehman Brothers June 2003 - January 2008
Central Bank of Chile June 2002 - May 2003
Federal Reserve Bank of New York July 1998 - June 2002
Skills
Matlab, Foreign Exchange, Volatility, Commodity Markets, Market Data, Derivatives, Fixed Income, Financial Markets, Bloomberg, Hedge Funds, Trading Systems, Electronic Trading, Alternative Investments, Hedging, Global Macro, Options
Education
Columbia University - School of International and Public Affairs 1996 — 1998
M.A., International Finance
University of South Carolina-Columbia 1991 — 1995
B.A., Government and International Affairs
Federal Reserve Bank of New York August 2012 - Present
Faulkner Capital Inc. February 2008 - October 2012
Lehman Brothers June 2003 - January 2008
Central Bank of Chile June 2002 - May 2003
Federal Reserve Bank of New York July 1998 - June 2002
Skills
Matlab, Foreign Exchange, Volatility, Commodity Markets, Market Data, Derivatives, Fixed Income, Financial Markets, Bloomberg, Hedge Funds, Trading Systems, Electronic Trading, Alternative Investments, Hedging, Global Macro, Options
Education
Columbia University - School of International and Public Affairs 1996 — 1998
M.A., International Finance
University of South Carolina-Columbia 1991 — 1995
B.A., Government and International Affairs
Kamal Mehta's Lehman Brothers Experience 1987 - 1993
Job Founding Partner at Acies Capital Management
Industry Investment Management
Experience
Acies Capital Management Executive DirectorUBS1993 - 1999
Lehman Brothers 1987 - 1993
Skills
Derivatives, Capital Markets, Hedge Funds, Options, CDS, Credit Derivatives, Fixed Income Trading, Interest Rate..., Equities, Equity Derivatives
Education
Columbia University - Columbia Business School
Columbia University in the City of New York
Acies Capital Management Executive DirectorUBS1993 - 1999
Lehman Brothers 1987 - 1993
Skills
Derivatives, Capital Markets, Hedge Funds, Options, CDS, Credit Derivatives, Fixed Income Trading, Interest Rate..., Equities, Equity Derivatives
Education
Columbia University - Columbia Business School
Columbia University in the City of New York
Holt Price's Lehman Brothers Experience 1999 - 2008
Job Director RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2011 - June 2015
Cambridge International Securities 2009 - 2011
Lehman Brothers 1999 - 2008
Skills
Capital Markets, Credit Derivatives, High Yield, Derivatives, Bonds, Trading, Hedge Funds, Investment Banking, Structured Products, Series 7, Investments, Structured Finance, Equities, Bloomberg, Securities, Asset Managment, Valuation, Financial Modeling, Portfolio Management, CDS
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1989 — 1993
Bachelor of Arts (BA), English Language and Literature, General
RBC Capital Markets April 2011 - June 2015
Cambridge International Securities 2009 - 2011
Lehman Brothers 1999 - 2008
Skills
Capital Markets, Credit Derivatives, High Yield, Derivatives, Bonds, Trading, Hedge Funds, Investment Banking, Structured Products, Series 7, Investments, Structured Finance, Equities, Bloomberg, Securities, Asset Managment, Valuation, Financial Modeling, Portfolio Management, CDS
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1989 — 1993
Bachelor of Arts (BA), English Language and Literature, General
Vikram Tuteja, CFA's Lehman Brothers Experience 2003 - 2008
Job Quantitative Analyst at ZAIS Group, LLC
Industry Financial Services
Experience
ZAIS Group, LLC 2009 - 2014
Barclays Capital 2008 - 2009
Lehman Brothers 2003 - 2008
Skills
Fixed Income, Structured Products, Financial Modeling, MBS, Agency MBS, CMBS, Hedge Funds, Risk Management, Capital Markets, Derivatives, Trading Systems, Bloomberg, Credit Derivatives, Performance Attribution
Education
Columbia University - Columbia Business School 2012 — 2014
MBA, Executive Program
Columbia University in the City of New York 1999 — 2003
BS, Computer Science, Economics
ZAIS Group, LLC 2009 - 2014
Barclays Capital 2008 - 2009
Lehman Brothers 2003 - 2008
Skills
Fixed Income, Structured Products, Financial Modeling, MBS, Agency MBS, CMBS, Hedge Funds, Risk Management, Capital Markets, Derivatives, Trading Systems, Bloomberg, Credit Derivatives, Performance Attribution
Education
Columbia University - Columbia Business School 2012 — 2014
MBA, Executive Program
Columbia University in the City of New York 1999 — 2003
BS, Computer Science, Economics
Lee Farber's Lehman Brothers Experience May 2008 - July 2008
Job
Industry Financial Services
Experience
CCMP Capital September 2010 - July 2014
JVP Studio March 2010 - June 2010
Lehman Brothers May 2008 - July 2008
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2005 — 2009
Jerome Fisher Program in Management and Technology: BSc in Economics, BAS in Computer Science, Majors in Finance and Computer Science with Minor in Mathematics
CCMP Capital September 2010 - July 2014
JVP Studio March 2010 - June 2010
Lehman Brothers May 2008 - July 2008
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2005 — 2009
Jerome Fisher Program in Management and Technology: BSc in Economics, BAS in Computer Science, Majors in Finance and Computer Science with Minor in Mathematics
Suhasini Bhargava's Lehman Brothers Experience May 2008 - July 2008
Job Credit Research Analyst at PIMCO
Industry Investment Management
Experience
PIMCO August 2015 - Present
Columbia Business School August 2013 - May 2015
Bank of America Merrill Lynch July 2012 - July 2013
Bank of America Merrill Lynch July 2009 - June 2012
Lehman Brothers May 2008 - July 2008
Skills
LBO, Financial Modeling, Investment Banking, Valuation, DCF, Private Equity, Capital Markets, Corporate Finance, Equities, Equity Research, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Indiana University Bloomington 2005 — 2009
Bachelor of Arts, Political Science, Economics, Spanish
PIMCO August 2015 - Present
Columbia Business School August 2013 - May 2015
Bank of America Merrill Lynch July 2012 - July 2013
Bank of America Merrill Lynch July 2009 - June 2012
Lehman Brothers May 2008 - July 2008
Skills
LBO, Financial Modeling, Investment Banking, Valuation, DCF, Private Equity, Capital Markets, Corporate Finance, Equities, Equity Research, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Indiana University Bloomington 2005 — 2009
Bachelor of Arts, Political Science, Economics, Spanish
Raymond J. Lustig's Lehman Brothers Experience September 2000 - November 2002
Job AttorneyatLaw
Industry Law Practice
Experience
Bekker Compliance Consulting Partners, LLC 2007 - Present
Soldiers' Sailors', Marines' & Airmen's Club, Inc. January 1995 - Present
United War Veterans Council, Inc. May 2009 - May 2014
Law Office of Raymond J. Lustig March 2009 - May 2014
World Policy Institute, Inc. February 2007 - October 2012
Agfa HealthCare Corporation October 2006 - March 2009
Davidoff Malito & Hutcher November 2003 - September 2006
Lehman Brothers September 2000 - November 2002
Metropolitan Transportation Authority September 1998 - September 2000
Nomura Securities International, Inc. November 1991 - July 1998
Education
New York University School of Law 1978 — 1981
J.D., Law
Columbia University - School of International and Public Affairs 1976 — 1978
E. Asian Institute Certificate, Modern East Asia
Columbia University in the City of New York
M.A., Japanese
Fordham University
B.A., History & Asian Studies
Bekker Compliance Consulting Partners, LLC 2007 - Present
Soldiers' Sailors', Marines' & Airmen's Club, Inc. January 1995 - Present
United War Veterans Council, Inc. May 2009 - May 2014
Law Office of Raymond J. Lustig March 2009 - May 2014
World Policy Institute, Inc. February 2007 - October 2012
Agfa HealthCare Corporation October 2006 - March 2009
Davidoff Malito & Hutcher November 2003 - September 2006
Lehman Brothers September 2000 - November 2002
Metropolitan Transportation Authority September 1998 - September 2000
Nomura Securities International, Inc. November 1991 - July 1998
Education
New York University School of Law 1978 — 1981
J.D., Law
Columbia University - School of International and Public Affairs 1976 — 1978
E. Asian Institute Certificate, Modern East Asia
Columbia University in the City of New York
M.A., Japanese
Fordham University
B.A., History & Asian Studies
Casey Gheen's Lehman Brothers Experience July 2000 - February 2003
Job Subscription Box CEO
Industry Retail
Experience
Ecocentric Mom September 2015 - Present
Lenddo April 2012 - September 2015
Mission Markets Inc. February 2011 - January 2012
Avana Microinsurance February 2010 - December 2011
Goldman Sachs 2004 - 2008
Lehman Brothers July 2000 - February 2003
Skills
Financial Analysis, Project Finance, Investments, Investment Banking, New Business Development, International Business, Microfinance, Business Strategy, Strategy, Finance, Financial Modeling
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master of International Affairs, Economic and Political Development
University of Wisconsin-Madison 1996 — 2000
BS, Economics
Ecocentric Mom September 2015 - Present
Lenddo April 2012 - September 2015
Mission Markets Inc. February 2011 - January 2012
Avana Microinsurance February 2010 - December 2011
Goldman Sachs 2004 - 2008
Lehman Brothers July 2000 - February 2003
Skills
Financial Analysis, Project Finance, Investments, Investment Banking, New Business Development, International Business, Microfinance, Business Strategy, Strategy, Finance, Financial Modeling
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master of International Affairs, Economic and Political Development
University of Wisconsin-Madison 1996 — 2000
BS, Economics
Sue Kim's Lehman Brothers Experience 1998 - 2002
Job Alternative Investments at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management June 2011 - Present
International Asset Management July 2009 - April 2011
Citi 2004 - 2009
Lehman Brothers 1998 - 2002
Skills
Fixed Income, Hedge Funds, Equities, Alternative Investments, Investment Banking, Asset Managment, Asset Management, Investments
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
University of Pennsylvania 1994 — 1998
BA
Stamford High School
Lazard Asset Management June 2011 - Present
International Asset Management July 2009 - April 2011
Citi 2004 - 2009
Lehman Brothers 1998 - 2002
Skills
Fixed Income, Hedge Funds, Equities, Alternative Investments, Investment Banking, Asset Managment, Asset Management, Investments
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
University of Pennsylvania 1994 — 1998
BA
Stamford High School
Ken Elgarten's Lehman Brothers Experience January 1991 - August 1999
Job Head of US Credit Research and Strategy at Societe Generale
Industry Investment Banking
Experience
Societe Generale September 2012 - Present
Credit Suiise March 2007 - September 2012
UBS Investment Bank August 1999 - February 2007
Head of US Credit Strategy August 1999 - January 2007
Lehman Brothers January 1991 - August 1999
Skills
Fixed Income
Education
Columbia University - Columbia Business School 1991 — 1993
MBA with Honors
Societe Generale September 2012 - Present
Credit Suiise March 2007 - September 2012
UBS Investment Bank August 1999 - February 2007
Head of US Credit Strategy August 1999 - January 2007
Lehman Brothers January 1991 - August 1999
Skills
Fixed Income
Education
Columbia University - Columbia Business School 1991 — 1993
MBA with Honors
Lisa Yahr's Lehman Brothers Experience August 2000 - October 2008
Job Managing Director at Angelo, Gordon & Co.
Industry Investment Management
Experience
Angelo, Gordon & Co. July 2012 - Present
Credit Suisse November 2008 - June 2012
Lehman Brothers August 2000 - October 2008
Skills
Capital Markets, Fixed Income, Equities, Investment Banking, Securitization, Private Equity, Hedge Funds, Bloomberg, Alternative Investments, Structured Products, Structured Finance, Securities, CMBS
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Dartmouth College 1986 — 1990
BA, Government
Angelo, Gordon & Co. July 2012 - Present
Credit Suisse November 2008 - June 2012
Lehman Brothers August 2000 - October 2008
Skills
Capital Markets, Fixed Income, Equities, Investment Banking, Securitization, Private Equity, Hedge Funds, Bloomberg, Alternative Investments, Structured Products, Structured Finance, Securities, CMBS
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Dartmouth College 1986 — 1990
BA, Government
Grant Bowman's Lehman Brothers Experience December 2005 - May 2008
Job Managing Director, Blue Ridge Capital
Industry Financial Services
Experience
Blue Ridge Capital June 2008 - Present
Columbia Business School September 2008 - April 2010
Lehman Brothers December 2005 - May 2008
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Michigan 1999 — 2003
Blue Ridge Capital June 2008 - Present
Columbia Business School September 2008 - April 2010
Lehman Brothers December 2005 - May 2008
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Michigan 1999 — 2003
Michael Pfeffer's Lehman Brothers Experience December 2002 - December 2008
Job Executive Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2008 - Present
Lehman Brothers December 2002 - December 2008
Education
Columbia University - Columbia Business School
Haverford College
Oppenheimer & Co. Inc. December 2008 - Present
Lehman Brothers December 2002 - December 2008
Education
Columbia University - Columbia Business School
Haverford College
Margaret Connerty's Lehman Brothers Experience 1998 - 2004
Job Investment Analyst
Industry Investment Management
Experience
Silverpath Capital Management, LLC June 2013 - February 2014
Exelon 2010 - 2011
Lehman Brothers 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
Financial Analysis, Equity Research, Investment Valuation, Master Limited..., Equities, Energy, Due Diligence, Asset Management, Investments, Private Equity, Financial Modeling, Valuation
Education
Columbia Business School
MBA, Finance, General
University of Illinois at Urbana-Champaign
Bachelor's degree
Silverpath Capital Management, LLC June 2013 - February 2014
Exelon 2010 - 2011
Lehman Brothers 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
Financial Analysis, Equity Research, Investment Valuation, Master Limited..., Equities, Energy, Due Diligence, Asset Management, Investments, Private Equity, Financial Modeling, Valuation
Education
Columbia Business School
MBA, Finance, General
University of Illinois at Urbana-Champaign
Bachelor's degree
Kelly Mulvey's Lehman Brothers Experience 1999 - 2002
Job Finance at Wpromote
Industry Online Media
Experience
Wpromote 2015 - Present
Special Situations Finance Executive 2010 - 2015
SABMiller plc 2005 - 2010
360 Consulting 2003 - 2005
Lehman Brothers 1999 - 2002
Merrill Lynch 1993 - 1997
Skills
Strategy, Emerging Markets, Equity Research, Business Strategy, Management, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Mergers & Acquisitions, Finance, Corporate Finance, Private Equity, Forecasting, Investments
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
Dartmouth College
BA, Government and Economics
Wpromote 2015 - Present
Special Situations Finance Executive 2010 - 2015
SABMiller plc 2005 - 2010
360 Consulting 2003 - 2005
Lehman Brothers 1999 - 2002
Merrill Lynch 1993 - 1997
Skills
Strategy, Emerging Markets, Equity Research, Business Strategy, Management, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Mergers & Acquisitions, Finance, Corporate Finance, Private Equity, Forecasting, Investments
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
Dartmouth College
BA, Government and Economics
Michael S. Rulle's Lehman Brothers Experience 1979 - 1994
Job CEO of MSR Investments LLC
Industry Financial Services
Experience
MSR Investments LLC January 2008 - Present
Graham Capital Management January 2002 - December 2007
Hamilton Partners 1999 - 2002
CIBC World Markets/USA 1994 - 1999
CIBC World Markets 1994 - 1999
Lehman Brothers 1979 - 1994
Skills
Derivatives, Investments, Alternative Investments, Hedge Funds, Trading, Portfolio Management, Proprietary Trading, Commodity Markets, Options, Capital Markets, Investment Banking, Economics, Venture Capital, Corporate Finance, Start-ups, Trading Systems, Hedging, Investor Relations, Fixed Income
Education
Columbia University - Columbia Business School 1973 — 1979
MA/MBA, Political Philosophy/Finance
MSR Investments LLC January 2008 - Present
Graham Capital Management January 2002 - December 2007
Hamilton Partners 1999 - 2002
CIBC World Markets/USA 1994 - 1999
CIBC World Markets 1994 - 1999
Lehman Brothers 1979 - 1994
Skills
Derivatives, Investments, Alternative Investments, Hedge Funds, Trading, Portfolio Management, Proprietary Trading, Commodity Markets, Options, Capital Markets, Investment Banking, Economics, Venture Capital, Corporate Finance, Start-ups, Trading Systems, Hedging, Investor Relations, Fixed Income
Education
Columbia University - Columbia Business School 1973 — 1979
MA/MBA, Political Philosophy/Finance
Michael T. Marron's Lehman Brothers Experience August 1989 - September 2000
Job Portfolio Manager Americas at Cornerstone Real Estate Advisers
Industry Investment Management
Experience
Cornerstone Real Estate Advisers 2013 - Present
European Investors Inc. November 2005 - December 2012
Sovereign Investment Company September 2004 - November 2005
Bear Stearns August 2002 - September 2004
Prudential Securities December 2000 - August 2002
Lehman Brothers August 1989 - September 2000
KPMG September 1985 - July 1989
Skills
Equity Derivatives, Equity Research, Real Estate, Portfolio Management, Asset Management, Capital Markets, Asset Managment, Valuation, Investments, Alternative Investments, Financial Modeling, Equities
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University at Albany, SUNY 1981 — 1985
BS, Accounting
Cornerstone Real Estate Advisers 2013 - Present
European Investors Inc. November 2005 - December 2012
Sovereign Investment Company September 2004 - November 2005
Bear Stearns August 2002 - September 2004
Prudential Securities December 2000 - August 2002
Lehman Brothers August 1989 - September 2000
KPMG September 1985 - July 1989
Skills
Equity Derivatives, Equity Research, Real Estate, Portfolio Management, Asset Management, Capital Markets, Asset Managment, Valuation, Investments, Alternative Investments, Financial Modeling, Equities
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University at Albany, SUNY 1981 — 1985
BS, Accounting
John Varughese's Lehman Brothers Experience 2005 - 2008
Job Finance & Technology Executive, Strategic Advisor and Board Member
Industry Information Technology and Services
Experience
Perella Weinberg Partners 2008 - 2014
Lehman Brothers 2005 - 2008
Thomas Weisel Partners 2000 - 2005
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Start-ups, Valuation, Strategy, Due Diligence, Investment Banking, Mergers, Financial Modeling, Executive Management, Entrepreneurship, Business Development, Management, Strategic Partnerships, Corporate Development
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School
Bachelor’s Degree
Perella Weinberg Partners 2008 - 2014
Lehman Brothers 2005 - 2008
Thomas Weisel Partners 2000 - 2005
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Start-ups, Valuation, Strategy, Due Diligence, Investment Banking, Mergers, Financial Modeling, Executive Management, Entrepreneurship, Business Development, Management, Strategic Partnerships, Corporate Development
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School
Bachelor’s Degree
Grant Palmer's Lehman Brothers Experience July 2001 - June 2005
Job Principal at Trilantic Capital Partners
Industry
Experience
Trilantic Capital Partners August 2007 - Present
Lehman Brothers July 2001 - June 2005
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Accounting
Duke University 1997 — 2001
AB, Economcis and History
Trinity School
Trilantic Capital Partners August 2007 - Present
Lehman Brothers July 2001 - June 2005
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Accounting
Duke University 1997 — 2001
AB, Economcis and History
Trinity School
Nattavadee Hillegass's Lehman Brothers Experience 2006 - 2008
Job animal enthusiast. avid traveler. investor. w/ MBA, GD.
Industry Higher Education
Experience
Barneys New York 2013 - 2013
Hermès of Paris 2012 - 2012
Barclays Capital September 2008 - 2011
Lehman Brothers 2006 - 2008
Skills
Finance, Economics, Applied Mathematics, Investments, Financial Analysis, Corporate Finance, Competitive Analysis, Business Strategy, Market Research, Merchandising, Marketing, Diamond Jewelry, Diamond Grading, Special Situations, Market Analysis, Event Driven, Analytics, Data Analysis
Education
Gemological Institute of America-New York 2013 — 2013
Graduate Diamonds (G.D.)
Columbia Business School 2011 — 2013
MBA
The Johns Hopkins University 2002 — 2006
Bachelor of Science (BS), Applied Mathematics and Statistics
Barneys New York 2013 - 2013
Hermès of Paris 2012 - 2012
Barclays Capital September 2008 - 2011
Lehman Brothers 2006 - 2008
Skills
Finance, Economics, Applied Mathematics, Investments, Financial Analysis, Corporate Finance, Competitive Analysis, Business Strategy, Market Research, Merchandising, Marketing, Diamond Jewelry, Diamond Grading, Special Situations, Market Analysis, Event Driven, Analytics, Data Analysis
Education
Gemological Institute of America-New York 2013 — 2013
Graduate Diamonds (G.D.)
Columbia Business School 2011 — 2013
MBA
The Johns Hopkins University 2002 — 2006
Bachelor of Science (BS), Applied Mathematics and Statistics
Steven Virany's Lehman Brothers Experience August 1983 - May 2008
Job Managing Director at SMV Capital
Industry Financial Services
Experience
SMV Capital July 2008 - Present
National Investment Managers November 2009 - March 2011
Lehman Brothers August 1983 - May 2008
Skills
ABS, CMBS, Capital Markets, Structured Products, Fixed Income, Hedge Funds, Securitization, Mezzanine, Investment Banking, Structured Finance, Alternative Investments, Equities
Education
Columbia University - Columbia Business School 1982 — 1983
Master of Business Administration (MBA)
University of Pennsylvania 1973 — 1977
BS in Economics, Finance, Entrepreneurial Management
SMV Capital July 2008 - Present
National Investment Managers November 2009 - March 2011
Lehman Brothers August 1983 - May 2008
Skills
ABS, CMBS, Capital Markets, Structured Products, Fixed Income, Hedge Funds, Securitization, Mezzanine, Investment Banking, Structured Finance, Alternative Investments, Equities
Education
Columbia University - Columbia Business School 1982 — 1983
Master of Business Administration (MBA)
University of Pennsylvania 1973 — 1977
BS in Economics, Finance, Entrepreneurial Management
Alicia Ogawa's Lehman Brothers Experience 2000 - 2006
Job Senior Advisor at Center on Japanese Economy and Business, Columbia Business School
Industry Financial Services
Experience
Independent May 2009 - Present
Center on Japanese Economy and Business, Columbia Business School March 2009 - Present
Mike and Maureen Mansfield Foundation September 2008 - Present
Columbia University School of International and Public Affairs September 2007 - Present
center on Japanese Economy and Business, Columbia Business School September 2006 - Present
Columbia Business School 2005 - 2011
Lehman Brothers 2000 - 2006
Citibank 1992 - 2000
SG Warburg Tokyo 1987 - 1992
The Metropolitan Museum of Art 1972 - 1979
Skills
Japanese language, College Teaching, Change Management, Japanese, Emerging Markets, International Relations, Program Management, Equities, Private Equity, Financial Markets, English, Investments, Research, Leadership, Portfolio Management, Economics, International Trade, Management, Mergers & Acquisitions, Mergers, Hedge Funds, Nonprofits, Risk Management, Capital Markets, Strategy, Venture Capital, Investment Banking, Fixed Income, Equity Research
Education
Barnard College
BA, Music
Columbia University - School of International and Public Affairs
MIA, Finance, East Asia
Independent May 2009 - Present
Center on Japanese Economy and Business, Columbia Business School March 2009 - Present
Mike and Maureen Mansfield Foundation September 2008 - Present
Columbia University School of International and Public Affairs September 2007 - Present
center on Japanese Economy and Business, Columbia Business School September 2006 - Present
Columbia Business School 2005 - 2011
Lehman Brothers 2000 - 2006
Citibank 1992 - 2000
SG Warburg Tokyo 1987 - 1992
The Metropolitan Museum of Art 1972 - 1979
Skills
Japanese language, College Teaching, Change Management, Japanese, Emerging Markets, International Relations, Program Management, Equities, Private Equity, Financial Markets, English, Investments, Research, Leadership, Portfolio Management, Economics, International Trade, Management, Mergers & Acquisitions, Mergers, Hedge Funds, Nonprofits, Risk Management, Capital Markets, Strategy, Venture Capital, Investment Banking, Fixed Income, Equity Research
Education
Barnard College
BA, Music
Columbia University - School of International and Public Affairs
MIA, Finance, East Asia
Seema Jalan's Lehman Brothers Experience 2001 - 2001
Job Senior Director, Universal Access Project at United Nations Foundation
Industry Public Policy
Experience
United Nations Foundation September 2012 - Present
Women Thrive Worldwide 2005 - September 2012
International Institute of Rural Reconstruction November 2004 - May 2005
United Methodist UN Office, Women's Division October 2004 - December 2004
Women for Afghan Women June 2004 - December 2004
Permanent Mission of Dominica to the United Nations October 2003 - December 2003
Office of Congresswoman Carolyn Maloney January 2002 - June 2003
Lehman Brothers 2001 - 2001
Skills
International..., Public Policy, Policy Analysis, International Relations, Non-profits, Politics, Human Rights, Economics, Foreign Policy, international women's..., Capacity Building, NGOs, Nonprofits, Policy
Education
Columbia University - School of International and Public Affairs 2003 — 2005
Master, International Affairs
New York University 1997 — 2001
B.A., Mathematics
United Nations Foundation September 2012 - Present
Women Thrive Worldwide 2005 - September 2012
International Institute of Rural Reconstruction November 2004 - May 2005
United Methodist UN Office, Women's Division October 2004 - December 2004
Women for Afghan Women June 2004 - December 2004
Permanent Mission of Dominica to the United Nations October 2003 - December 2003
Office of Congresswoman Carolyn Maloney January 2002 - June 2003
Lehman Brothers 2001 - 2001
Skills
International..., Public Policy, Policy Analysis, International Relations, Non-profits, Politics, Human Rights, Economics, Foreign Policy, international women's..., Capacity Building, NGOs, Nonprofits, Policy
Education
Columbia University - School of International and Public Affairs 2003 — 2005
Master, International Affairs
New York University 1997 — 2001
B.A., Mathematics
Priya Venkat's Lehman Brothers Experience 2001 - 2003
Job Director, Client Marketing (Bank of America Lead) North America at Visa
Industry Marketing and Advertising
Experience
Visa March 2014 - Present
Visa October 2012 - March 2014
Visa June 2011 - October 2012
PepsiCo March 2010 - June 2011
Pepsico April 2008 - March 2010
Booz & Company September 2007 - April 2008
Monetary Authority of Singapore May 2003 - May 2005
Lehman Brothers 2001 - 2003
Skills
Strategy, Business Strategy, Segmentation, Leadership, Marketing, Analysis, Negotiation, Management, Portfolio Management, Competitive Analysis, Customer Insight, Cross-functional Team..., Marketing Strategy, Product Marketing
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Marketing
Cornell University 1997 — 2001
BA, Economics, English
Visa March 2014 - Present
Visa October 2012 - March 2014
Visa June 2011 - October 2012
PepsiCo March 2010 - June 2011
Pepsico April 2008 - March 2010
Booz & Company September 2007 - April 2008
Monetary Authority of Singapore May 2003 - May 2005
Lehman Brothers 2001 - 2003
Skills
Strategy, Business Strategy, Segmentation, Leadership, Marketing, Analysis, Negotiation, Management, Portfolio Management, Competitive Analysis, Customer Insight, Cross-functional Team..., Marketing Strategy, Product Marketing
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Marketing
Cornell University 1997 — 2001
BA, Economics, English
Harini Chundu's Lehman Brothers Experience July 2005 - November 2006
Job Director, Senior Analyst at Tiburon Capital Management
Industry Investment Management
Experience
TIBURON CAPITAL MANAGEMENT, LLC March 2012 - Present
CREDIT VALUE PARTNERS November 2010 - May 2011
ALCENTRA June 2010 - August 2010
Babson Capital Management November 2006 - May 2008
LEHMAN BROTHERS July 2005 - November 2006
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Finance
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Health and Societies
TIBURON CAPITAL MANAGEMENT, LLC March 2012 - Present
CREDIT VALUE PARTNERS November 2010 - May 2011
ALCENTRA June 2010 - August 2010
Babson Capital Management November 2006 - May 2008
LEHMAN BROTHERS July 2005 - November 2006
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Finance
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Health and Societies
steve faigen's Lehman Brothers Experience 1986 - 1996
Job Mercer Chief Marketing Officer, North America
Industry Marketing and Advertising
Experience
Mercer January 2006 - Present
Towers Perrin 2000 - 2006
Booz Allen Hamilton 1996 - 2000
Lehman Brothers 1986 - 1996
Burson-Marsteller 1980 - 1984
Skills
Marketing Strategy, Business Strategy, Digital Marketing, Marketing Management, Lead Generation, Market Research, Integrated Marketing, Strategic Planning, Direct Marketing, Marketing Communications, B2B Marketing, Online Marketing, Email Marketing, New Business Development, Market Planning, Social Media, Advertising, Strategic Communications, Analytics, Brand Development, Go-to-market Strategy, B2B, Strategy Development
Education
Columbia University - School of International and Public Affairs 1979 — 1983
MIA, Journalism; Economics
Tulane University 1975 — 1979
BA, international relations
Mercer January 2006 - Present
Towers Perrin 2000 - 2006
Booz Allen Hamilton 1996 - 2000
Lehman Brothers 1986 - 1996
Burson-Marsteller 1980 - 1984
Skills
Marketing Strategy, Business Strategy, Digital Marketing, Marketing Management, Lead Generation, Market Research, Integrated Marketing, Strategic Planning, Direct Marketing, Marketing Communications, B2B Marketing, Online Marketing, Email Marketing, New Business Development, Market Planning, Social Media, Advertising, Strategic Communications, Analytics, Brand Development, Go-to-market Strategy, B2B, Strategy Development
Education
Columbia University - School of International and Public Affairs 1979 — 1983
MIA, Journalism; Economics
Tulane University 1975 — 1979
BA, international relations
John Linger's Lehman Brothers Experience September 2007 - February 2009
Job Cherokee Investment Partners
Industry Investment Management
Experience
Cherokee Investment Partners May 2015 - Present
Square Mile Capital Management February 2009 - April 2015
Lehman Brothers September 2007 - February 2009
Cherokee Investment Partners November 1997 - September 2007
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
University of Michigan 1982 — 1986
BA, Economics
Cherokee Investment Partners May 2015 - Present
Square Mile Capital Management February 2009 - April 2015
Lehman Brothers September 2007 - February 2009
Cherokee Investment Partners November 1997 - September 2007
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
University of Michigan 1982 — 1986
BA, Economics
CHARLES GEPP's Lehman Brothers Experience September 1995 - March 1997
Job Founder at INTENTIONALLY BLANK
Industry Wholesale
Experience
INTENTIONALLY BLANK November 2014 - Present
ILHABELA April 2008 - Present
Thomson Reuters November 2003 - July 2008
Morgan Stanley 1999 - 2002
Morgan Stanley March 1997 - June 1999
Lehman Brothers September 1995 - March 1997
Free Lance Journalist October 1989 - August 1991
Skills
Private Equity, Venture Capital, Strategy, Business Development, Leadership, Equities, Capital Markets, Joint Ventures, Fashion, Start-ups, Entrepreneurship, Corporate Development, Strategic Partnerships, Mergers & Acquisitions, Emerging Markets, Business Strategy, M&A experience, Due Diligence, Business Planning, Investment Banking, Management Consulting, Hedge Funds
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MA, International Finance and Economics
INTENTIONALLY BLANK November 2014 - Present
ILHABELA April 2008 - Present
Thomson Reuters November 2003 - July 2008
Morgan Stanley 1999 - 2002
Morgan Stanley March 1997 - June 1999
Lehman Brothers September 1995 - March 1997
Free Lance Journalist October 1989 - August 1991
Skills
Private Equity, Venture Capital, Strategy, Business Development, Leadership, Equities, Capital Markets, Joint Ventures, Fashion, Start-ups, Entrepreneurship, Corporate Development, Strategic Partnerships, Mergers & Acquisitions, Emerging Markets, Business Strategy, M&A experience, Due Diligence, Business Planning, Investment Banking, Management Consulting, Hedge Funds
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MA, International Finance and Economics
Aracelis Lucero's Lehman Brothers Experience September 2006 - October 2008
Job Executive Director at MasaMexEd Inc
Industry International Affairs
Experience
Masa-MexEd Inc December 2013 - Present
Safe Space NYC January 2013 - December 2014
MASA-MexEd Inc 2007 - November 2013
Safe Space NYC August 2012 - January 2013
Baruch College, School of Public Affairs July 2011 - October 2012
Fundación Bavaria November 2011 - May 2012
Columbia University September 2011 - May 2012
Escalera Research Group January 2011 - August 2011
Barclays Capital October 2008 - July 2010
Lehman Brothers September 2006 - October 2008
Skills
Fundraising, Data Analysis, Economics, Stata, Policy Analysis, Program Development, Analysis, Qualitative Research, Project Management, Management, Nonprofits, Program Management, International Relations, Budgets, Spanish, Strategic Planning, Research, Grant Writing, Strategy
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MIA - Master of International Affairs, Policy Concentration: Economic and Political Development, Regional Specialization: Latin America
Middlebury College 2000 — 2004
BA, Economics and French
University of Paris I: Panthéon-Sorbonne 2002 — 2002
Semester Study Abroad, Economic Development, International Politics and French Language
Masa-MexEd Inc December 2013 - Present
Safe Space NYC January 2013 - December 2014
MASA-MexEd Inc 2007 - November 2013
Safe Space NYC August 2012 - January 2013
Baruch College, School of Public Affairs July 2011 - October 2012
Fundación Bavaria November 2011 - May 2012
Columbia University September 2011 - May 2012
Escalera Research Group January 2011 - August 2011
Barclays Capital October 2008 - July 2010
Lehman Brothers September 2006 - October 2008
Skills
Fundraising, Data Analysis, Economics, Stata, Policy Analysis, Program Development, Analysis, Qualitative Research, Project Management, Management, Nonprofits, Program Management, International Relations, Budgets, Spanish, Strategic Planning, Research, Grant Writing, Strategy
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MIA - Master of International Affairs, Policy Concentration: Economic and Political Development, Regional Specialization: Latin America
Middlebury College 2000 — 2004
BA, Economics and French
University of Paris I: Panthéon-Sorbonne 2002 — 2002
Semester Study Abroad, Economic Development, International Politics and French Language
Maurice Colas's Lehman Brothers Experience January 1996 - October 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
GDC Acquisitions, LLC January 2008 - Present
GDC Acquisitions, LLC October 2005 - Present
Lehman Brothers January 1996 - October 2005
Investment Banking Division January 2000 - January 2002
Asset Backed Finance Group January 1998 - January 1999
Equity Division January 1996 - January 1997
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance/International Business
Cornell University 1987 — 1991
BS, Human Development and Family Studies
GDC Acquisitions, LLC January 2008 - Present
GDC Acquisitions, LLC October 2005 - Present
Lehman Brothers January 1996 - October 2005
Investment Banking Division January 2000 - January 2002
Asset Backed Finance Group January 1998 - January 1999
Equity Division January 1996 - January 1997
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance/International Business
Cornell University 1987 — 1991
BS, Human Development and Family Studies
Mitchell Thaw's Lehman Brothers Experience October 2000 - September 2008
Job Institutional Equity Sales
Industry Financial Services
Experience
Sterne Agee October 2011 - June 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers October 2000 - September 2008
Skills
Hedge Funds, Capital Markets, Investment Banking, Institutional, Equities, Equity Sales, Fixed Income, Bloomberg, Alternative Investments, Series 7, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor's degree, Economics
Sterne Agee October 2011 - June 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers October 2000 - September 2008
Skills
Hedge Funds, Capital Markets, Investment Banking, Institutional, Equities, Equity Sales, Fixed Income, Bloomberg, Alternative Investments, Series 7, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor's degree, Economics
Joseph J. Gault's Lehman Brothers Experience 2003 - 2007
Job Principal at Sterling Investment Partners
Industry Financial Services
Experience
Sterling Investment Partners 2007 - Present
Lehman Brothers 2003 - 2007
Skills
Hedge Funds, Equities, Capital Markets, Private Equity, Investment Banking, Valuation, Alternative Investments, Due Diligence, Financial Modeling, Corporate Finance, Fixed Income, Investments, Corporate Development
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Dartmouth College 1999 — 2003
Bachelor of Arts (B.A.)
Sterling Investment Partners 2007 - Present
Lehman Brothers 2003 - 2007
Skills
Hedge Funds, Equities, Capital Markets, Private Equity, Investment Banking, Valuation, Alternative Investments, Due Diligence, Financial Modeling, Corporate Finance, Fixed Income, Investments, Corporate Development
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Dartmouth College 1999 — 2003
Bachelor of Arts (B.A.)
John Minervini's Lehman Brothers Experience September 2002 - September 2008
Job Director at Barclays Investment Bank
Industry Financial Services
Experience
Barclays September 2008 - Present
Barclays Investment Bank September 2008 - Present
Lehman Brothers September 2002 - September 2008
Skills
Investment Banking, Equity Derivatives, Program Trading, US Equities, European Equities, Trading, Equities, Derivatives, Capital Markets
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Cornell University 1992 — 1996
Bachelor's Degree, Industrial Engineering
Barclays September 2008 - Present
Barclays Investment Bank September 2008 - Present
Lehman Brothers September 2002 - September 2008
Skills
Investment Banking, Equity Derivatives, Program Trading, US Equities, European Equities, Trading, Equities, Derivatives, Capital Markets
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Cornell University 1992 — 1996
Bachelor's Degree, Industrial Engineering
Jesse Bass's Lehman Brothers Experience August 2007 - September 2008
Job Director, EM Rates Trader at Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank September 2008 - Present
Lehman Brothers August 2007 - September 2008
Standard Chartered Bank June 2003 - August 2007
Skills
FX Options, Trading, Derivatives, Fixed Income, Financial Markets, Capital Markets, Investment Banking, Banking, Equities, Portfolio Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, General
Northwestern University 1994 — 1998
BS, Applied Mathematics
Standard Chartered Bank September 2008 - Present
Lehman Brothers August 2007 - September 2008
Standard Chartered Bank June 2003 - August 2007
Skills
FX Options, Trading, Derivatives, Fixed Income, Financial Markets, Capital Markets, Investment Banking, Banking, Equities, Portfolio Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, General
Northwestern University 1994 — 1998
BS, Applied Mathematics
Eugene Cho's Lehman Brothers Experience 1992 - 1995
Job Senior Credit Analyst at APG Asset Management
Industry Investment Management
Experience
APG Asset Management May 2004 - Present
CIBC 2002 - 2004
Telergy Inc. 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Lehman Brothers 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Yale University 1988 — 1992
Bachelor of Arts (B.A.), Economics
APG Asset Management May 2004 - Present
CIBC 2002 - 2004
Telergy Inc. 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Lehman Brothers 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Yale University 1988 — 1992
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS