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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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Anar Rathod Patel Anar Rathod Patel's Lehman Brothers Experience July 2004 - June 2005
Job Associate at Simpson Thacher & Bartlett LLP
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP February 2013 - Present
The Honorable William F. Kuntz, II, U.S. District Court for the Eastern District of New York November 2011 - January 2013
Simpson Thacher & Bartlett LLP September 2010 - November 2011
Weil Gotshal and Manges July 2009 - August 2009
Simpson Thacher & Bartlett LLP May 2009 - July 2009
K&L Gates July 2008 - August 2008
The Honorable Barbara M.G. Lynn, U.S. District Court for the Northern District of Texas May 2008 - June 2008
Rothschild June 2005 - June 2007
Lehman Brothers July 2004 - June 2005
Education
Northwestern University School of Law 2007 — 2010
JD, Law
Cornell University 2000 — 2004
B.S., Policy Analysis and Management
Simpson Thacher & Bartlett LLP February 2013 - Present
The Honorable William F. Kuntz, II, U.S. District Court for the Eastern District of New York November 2011 - January 2013
Simpson Thacher & Bartlett LLP September 2010 - November 2011
Weil Gotshal and Manges July 2009 - August 2009
Simpson Thacher & Bartlett LLP May 2009 - July 2009
K&L Gates July 2008 - August 2008
The Honorable Barbara M.G. Lynn, U.S. District Court for the Northern District of Texas May 2008 - June 2008
Rothschild June 2005 - June 2007
Lehman Brothers July 2004 - June 2005
Education
Northwestern University School of Law 2007 — 2010
JD, Law
Cornell University 2000 — 2004
B.S., Policy Analysis and Management
Andrea Green Wasserman Andrea Green Wasserman's Lehman Brothers Experience July 1998 - September 2008
Job Assistant Business Administrator at Westwood Regional School District
Industry Investment Banking
Experience
Westwood Regional School District August 2013 - Present
Barclays Capital September 2008 - August 2013
Lehman Brothers July 1998 - September 2008
Salomon Brothers February 1997 - July 1998
Skills
Valuation, Hedge Funds, Derivatives, Capital Markets, Prime Brokerage, Trading Systems, Investment Banking, Equities, Alternative Investments, Equity Derivatives, Bloomberg, Trading, Fixed Income
Education
Cornell University
Bachelor of Science (BS), Consumer Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Accounting and Finance
Westwood Regional School District August 2013 - Present
Barclays Capital September 2008 - August 2013
Lehman Brothers July 1998 - September 2008
Salomon Brothers February 1997 - July 1998
Skills
Valuation, Hedge Funds, Derivatives, Capital Markets, Prime Brokerage, Trading Systems, Investment Banking, Equities, Alternative Investments, Equity Derivatives, Bloomberg, Trading, Fixed Income
Education
Cornell University
Bachelor of Science (BS), Consumer Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Accounting and Finance
Katie Levine Katie Levine's Lehman Brothers Experience July 2008 - September 2008
Job Business Development
Industry Food & Beverages
Experience
Plated May 2013 - August 2013
Paperless Post October 2011 - December 2012
Silverlake to Soho May 2011 - October 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2008 - September 2008
Competition Policy Associates June 2006 - September 2006
Skills
Financial Modeling, Partnerships, Business Development, Analytics, Start-ups, Valuation, Business Strategy, Private Equity, Corporate Finance, Investment Banking, Strategy, Venture Capital, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Management
Education
Cornell University 2004 — 2008
BA, Economics
London School of Economics and Political Science 2006 — 2007
Plated May 2013 - August 2013
Paperless Post October 2011 - December 2012
Silverlake to Soho May 2011 - October 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2008 - September 2008
Competition Policy Associates June 2006 - September 2006
Skills
Financial Modeling, Partnerships, Business Development, Analytics, Start-ups, Valuation, Business Strategy, Private Equity, Corporate Finance, Investment Banking, Strategy, Venture Capital, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Management
Education
Cornell University 2004 — 2008
BA, Economics
London School of Economics and Political Science 2006 — 2007
Jaclyn Popeil Jaclyn Popeil's Lehman Brothers Experience April 2006 - July 2008
Job Senior Landman at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips July 2014 - Present
ConocoPhillips May 2013 - July 2014
ConocoPhillips July 2010 - May 2013
ConocoPhillips May 2009 - August 2009
Capital Consultants January 2009 - May 2009
Lehman Brothers April 2006 - July 2008
Steve & Barry's September 2005 - April 2006
Skills
Cross-functional Team..., Public Policy, Organization Skills, Outstanding..., Multi-tasking Skills, Word Processing, Corporate Communications, Training, Proposal Writing, Government, Project Planning, Analysis, Leadership, Research, Strategy, Financial Analysis, Marketing, Petroleum, Energy, Management, Project Management, Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA
Cornell University 2001 — 2005
Bachelor of Science
ConocoPhillips July 2014 - Present
ConocoPhillips May 2013 - July 2014
ConocoPhillips July 2010 - May 2013
ConocoPhillips May 2009 - August 2009
Capital Consultants January 2009 - May 2009
Lehman Brothers April 2006 - July 2008
Steve & Barry's September 2005 - April 2006
Skills
Cross-functional Team..., Public Policy, Organization Skills, Outstanding..., Multi-tasking Skills, Word Processing, Corporate Communications, Training, Proposal Writing, Government, Project Planning, Analysis, Leadership, Research, Strategy, Financial Analysis, Marketing, Petroleum, Energy, Management, Project Management, Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA
Cornell University 2001 — 2005
Bachelor of Science
Michele (Bifano) Miele Michele (Bifano) Miele's Lehman Brothers Experience 1991 - 1997
Job Training Professional and Project Manager
Industry Hospital & Health Care
Experience
All-in-1-Help January 2007 - Present
Continuum Health Partners September 2001 - December 2006
Bear Stearns 1999 - 2001
Smith Barney 1997 - 1998
Lehman Brothers 1991 - 1997
Mobil Oil Corporation 1984 - 1986
Rockefeller University 1982 - 1984
New York Hospital 1980 - 1982
Skills
Teaching, Project Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Editing, Team Building, Change Management, Leadership, Organizational..., Access, Contract Management, Event Management, MS Project, Team Leadership, Public Relations, Human Resources, Research, System Administration, Insurance, Program Management, Healthcare, Public Speaking, Leadership Development, EHR, Time Management, Data Analysis, Management, Community Outreach, Healthcare Information..., Analysis, Databases, Process Improvement, Fundraising, Training, Government, Hospitals, Software Documentation, Process Scheduler, Project Planning, Policy, Coaching, Administration, Nonprofits, E-Learning, Epic Systems, Business Analysis
Education
CUNY Hostos Community College
Healthcare Information Technology (HCIT)
New York University 1998 — 2000
Certificate in Training & Organizational Development
Cornell University 1972 — 1975
Biology
All-in-1-Help January 2007 - Present
Continuum Health Partners September 2001 - December 2006
Bear Stearns 1999 - 2001
Smith Barney 1997 - 1998
Lehman Brothers 1991 - 1997
Mobil Oil Corporation 1984 - 1986
Rockefeller University 1982 - 1984
New York Hospital 1980 - 1982
Skills
Teaching, Project Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Editing, Team Building, Change Management, Leadership, Organizational..., Access, Contract Management, Event Management, MS Project, Team Leadership, Public Relations, Human Resources, Research, System Administration, Insurance, Program Management, Healthcare, Public Speaking, Leadership Development, EHR, Time Management, Data Analysis, Management, Community Outreach, Healthcare Information..., Analysis, Databases, Process Improvement, Fundraising, Training, Government, Hospitals, Software Documentation, Process Scheduler, Project Planning, Policy, Coaching, Administration, Nonprofits, E-Learning, Epic Systems, Business Analysis
Education
CUNY Hostos Community College
Healthcare Information Technology (HCIT)
New York University 1998 — 2000
Certificate in Training & Organizational Development
Cornell University 1972 — 1975
Biology
John Tillapaugh John Tillapaugh's Lehman Brothers Experience 1984 - 1990
Job GIF Services, LLC
Industry Financial Services
Experience
GIF Services, LLC 1997 - Present
JJT Services, LLC 1991 - 2013
Lehman Brothers 1984 - 1990
Dean Witter 1983 - 1984
Skills
Financial Accounting, Superior Client Service, Investment Advisory..., Completed Level I of..., Financial Modeling, Financial Analysis, Cash Management, Forensic Accounting, QuickBooks, Peachtree Accounting, Investment Management, Payroll Processing, AR & AP Management, Cash Flow Forecasting, Investments
Education
Cornell University 1975 — 1979
Bachelor of Science (B.S.), Hospitality Administration/Management
Georgia State University 1984 — 1988
Master of Business Administration (M.B.A.), Finance, General
GIF Services, LLC 1997 - Present
JJT Services, LLC 1991 - 2013
Lehman Brothers 1984 - 1990
Dean Witter 1983 - 1984
Skills
Financial Accounting, Superior Client Service, Investment Advisory..., Completed Level I of..., Financial Modeling, Financial Analysis, Cash Management, Forensic Accounting, QuickBooks, Peachtree Accounting, Investment Management, Payroll Processing, AR & AP Management, Cash Flow Forecasting, Investments
Education
Cornell University 1975 — 1979
Bachelor of Science (B.S.), Hospitality Administration/Management
Georgia State University 1984 — 1988
Master of Business Administration (M.B.A.), Finance, General
Mustafa Maqbool Mustafa Maqbool's Lehman Brothers Experience June 2007 - October 2008
Job
Industry Financial Services
Experience
Rover Ventures November 2013 - Present
Northern State University August 2013 - Present
Infinium Capital Management November 2008 - August 2013
Lehman Brothers June 2007 - October 2008
Bunge Global Markets April 2005 - June 2007
Cornell University September 2003 - December 2004
Caltex May 2001 - August 2003
Kaghan Rubber Valley / Associated Textile Consultants June 2000 - May 2001
Skills
Derivatives, Strategy, Electronic Trading, Trading, Product Management, Trading Systems, Business Analysis, Management, Vendor Management, Cross-functional Team..., Fixed Income, Project Management, Options, Business Development, Business Strategy, Strategic Planning, Risk Management, Negotiation, Entrepreneurship, Financial Modeling, Analysis, Equities, Investments, Mergers & Acquisitions, Business Intelligence, Financial Markets, Equity Trading, Quantitative Finance, Finance, Market Data, Equity Derivatives, Quantitative Analytics, Securities, Operational Efficiency, Trading Strategies, Technical Analysis, Capital Markets, Low Latency, Asset Management, Hedge Funds, Portfolio Management, Bloomberg, Investment Banking, Interest Rate..., Commodity Markets, Commodity, Valuation, FX Options, Alternative Investments, PMP
Education
Northwestern University - Kellogg School of Management 2010 — 2011
Master of Business Administration (M.B.A.)
Cornell University 2003 — 2004
Master's Degree
Institute of Business Administration 2002 — 2003
GIK Institute 1996 — 2000
BSC
Rover Ventures November 2013 - Present
Northern State University August 2013 - Present
Infinium Capital Management November 2008 - August 2013
Lehman Brothers June 2007 - October 2008
Bunge Global Markets April 2005 - June 2007
Cornell University September 2003 - December 2004
Caltex May 2001 - August 2003
Kaghan Rubber Valley / Associated Textile Consultants June 2000 - May 2001
Skills
Derivatives, Strategy, Electronic Trading, Trading, Product Management, Trading Systems, Business Analysis, Management, Vendor Management, Cross-functional Team..., Fixed Income, Project Management, Options, Business Development, Business Strategy, Strategic Planning, Risk Management, Negotiation, Entrepreneurship, Financial Modeling, Analysis, Equities, Investments, Mergers & Acquisitions, Business Intelligence, Financial Markets, Equity Trading, Quantitative Finance, Finance, Market Data, Equity Derivatives, Quantitative Analytics, Securities, Operational Efficiency, Trading Strategies, Technical Analysis, Capital Markets, Low Latency, Asset Management, Hedge Funds, Portfolio Management, Bloomberg, Investment Banking, Interest Rate..., Commodity Markets, Commodity, Valuation, FX Options, Alternative Investments, PMP
Education
Northwestern University - Kellogg School of Management 2010 — 2011
Master of Business Administration (M.B.A.)
Cornell University 2003 — 2004
Master's Degree
Institute of Business Administration 2002 — 2003
GIK Institute 1996 — 2000
BSC
Makoto Bentz Makoto Bentz's Lehman Brothers Experience July 2007 - August 2007
Job Technical Program Manager at Amazon
Industry Computer Software
Experience
Amazon February 2015 - Present
Amazon August 2014 - January 2015
Amazon.com July 2011 - July 2014
Cornell Cooperative Extension September 2008 - July 2011
Cornell University July 2009 - May 2011
Cornell University January 2009 - August 2009
Lehman Brothers July 2007 - August 2007
Skills
JavaScript, HTML, CSS, Bootstrap, XML, Java, Linux, Agile Project Management, Git, jQuery
Education
Cornell University 2010 — 2011
M.Eng., Computer Science
Cornell University 2005 — 2010
B.S., Electrical and Computer Engineering
Amazon February 2015 - Present
Amazon August 2014 - January 2015
Amazon.com July 2011 - July 2014
Cornell Cooperative Extension September 2008 - July 2011
Cornell University July 2009 - May 2011
Cornell University January 2009 - August 2009
Lehman Brothers July 2007 - August 2007
Skills
JavaScript, HTML, CSS, Bootstrap, XML, Java, Linux, Agile Project Management, Git, jQuery
Education
Cornell University 2010 — 2011
M.Eng., Computer Science
Cornell University 2005 — 2010
B.S., Electrical and Computer Engineering
Cindy Tong Cindy Tong's Lehman Brothers Experience June 2006 - November 2008
Job Relationship Manager, Financial Institutions at Lending Club
Industry Information Technology and Services
Experience
Options Technology December 2012 - August 2013
Options Technology November 2011 - August 2013
Consulting Practicum January 2010 - May 2011
Lehman Brothers June 2006 - November 2008
Lehman Brothers September 2004 - June 2006
Skills
Hedge Funds, Capital Markets, Business Strategy, Due Diligence, Competitive Analysis, Strategy, Corporate Development, Alternative Investments, Sales, Management, Product Development, SaaS, Leadership, Business Development, Risk Management, Marketing, Start-ups, Account Management
Education
Cornell University 2009 — 2011
MBA
The Hong Kong University of Science and Technology 2011 — 2011
Exchange Student
New York University 2000 — 2004
B.S.
Options Technology December 2012 - August 2013
Options Technology November 2011 - August 2013
Consulting Practicum January 2010 - May 2011
Lehman Brothers June 2006 - November 2008
Lehman Brothers September 2004 - June 2006
Skills
Hedge Funds, Capital Markets, Business Strategy, Due Diligence, Competitive Analysis, Strategy, Corporate Development, Alternative Investments, Sales, Management, Product Development, SaaS, Leadership, Business Development, Risk Management, Marketing, Start-ups, Account Management
Education
Cornell University 2009 — 2011
MBA
The Hong Kong University of Science and Technology 2011 — 2011
Exchange Student
New York University 2000 — 2004
B.S.
Diana C. Ruano Diana C. Ruano's Lehman Brothers Experience July 2006 - September 2006
Job MBA Candidate New York University Leonard N. Stern School of Business
Industry Luxury Goods & Jewelry
Experience
Coach June 2014 - August 2014
Council of Fashion Designers of America (CFDA) February 2014 - May 2014
Geneva Watch Group January 2014 - May 2014
Kiehl's Since 1851 September 2013 - December 2013
Vistaprint October 2011 - July 2013
Procter & Gamble August 2010 - October 2011
Procter & GambleCi December 2008 - July 2010
Procter & Gamble June 2007 - December 2008
Lehman Brothers July 2006 - September 2006
Skills
Competitive Analysis, Financial Forecasting, Revenue Forecasting, Cash Flow Forecasting, Financial Analysis, SAP, SAP BPC, Microsoft Word, Creative Writing, Account Reconciliation, Financial Reporting, Corporate Finance, Call Center, Cost Management, Microsoft Excel, Cost Planning, Full P&L Responsibility, Investments, Product Management, Analysis, Strategic Financial..., Leadership, P&L Management
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Luxury Marketing & Entrepreneurship
Cornell University 2003 — 2007
Bachelor of Science, Applied Economics & Management; Animal Sciences
Coach June 2014 - August 2014
Council of Fashion Designers of America (CFDA) February 2014 - May 2014
Geneva Watch Group January 2014 - May 2014
Kiehl's Since 1851 September 2013 - December 2013
Vistaprint October 2011 - July 2013
Procter & Gamble August 2010 - October 2011
Procter & GambleCi December 2008 - July 2010
Procter & Gamble June 2007 - December 2008
Lehman Brothers July 2006 - September 2006
Skills
Competitive Analysis, Financial Forecasting, Revenue Forecasting, Cash Flow Forecasting, Financial Analysis, SAP, SAP BPC, Microsoft Word, Creative Writing, Account Reconciliation, Financial Reporting, Corporate Finance, Call Center, Cost Management, Microsoft Excel, Cost Planning, Full P&L Responsibility, Investments, Product Management, Analysis, Strategic Financial..., Leadership, P&L Management
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Luxury Marketing & Entrepreneurship
Cornell University 2003 — 2007
Bachelor of Science, Applied Economics & Management; Animal Sciences
Joseph Guzzi Joseph Guzzi's Lehman Brothers Experience August 2005 - September 2008
Job CDO Trader at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners March 2012 - Present
Lehman Brothers August 2005 - September 2008
Fleet Bank September 2000 - July 2003
Education
Cornell University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1995 — 1999
Bachelor's degree, Mechanical Engineering
Guggenheim Partners March 2012 - Present
Lehman Brothers August 2005 - September 2008
Fleet Bank September 2000 - July 2003
Education
Cornell University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Tufts University 1995 — 1999
Bachelor's degree, Mechanical Engineering
Homero Radway Homero Radway's Lehman Brothers Experience May 1997 - May 2001
Job Investment Banker at J.P. Morgan
Industry Financial Services
Experience
One More Hill Jamaica March 2013 - Present
FREEFORM DEFORM March 2013 - Present
J.P. Morgan July 2010 - February 2013
T. Rowe Price October 2007 - July 2010
Credit Suisse June 2002 - October 2007
Lehman Brothers May 1997 - May 2001
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Valuation
Education
Georgetown University - The McDonough School of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services
Cornell University 1994 — 1998
Bachelor of Science (BS), Applied Economics
One More Hill Jamaica March 2013 - Present
FREEFORM DEFORM March 2013 - Present
J.P. Morgan July 2010 - February 2013
T. Rowe Price October 2007 - July 2010
Credit Suisse June 2002 - October 2007
Lehman Brothers May 1997 - May 2001
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Valuation
Education
Georgetown University - The McDonough School of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services
Cornell University 1994 — 1998
Bachelor of Science (BS), Applied Economics
Zachary Green Zachary Green's Lehman Brothers Experience March 1996 - June 1998
Job Client Service Executive / Product Specialist
Industry Investment Management
Experience
Western Asset Management September 2007 - Present
Reserve Management Corp. May 2002 - September 2007
Deutsche Bank June 1998 - March 2000
Lehman Brothers March 1996 - June 1998
Education
Cornell University
Economics and Psychology
Trinity School (NYC)
Western Asset Management September 2007 - Present
Reserve Management Corp. May 2002 - September 2007
Deutsche Bank June 1998 - March 2000
Lehman Brothers March 1996 - June 1998
Education
Cornell University
Economics and Psychology
Trinity School (NYC)
Jean Woroniecki, Ph.D. Jean Woroniecki, Ph.D.'s Lehman Brothers Experience August 2006 - November 2008
Job Business Partner at AIG Science
Industry Financial Services
Experience
AIG May 2015 - Present
American Express July 2013 - March 2015
University of Pittsburgh August 2009 - April 2013
EdisonLearning November 2008 - June 2009
Lehman Brothers August 2006 - November 2008
Countrywide Commercial Real Estate Inc. July 2005 - August 2006
Skills
Real Estate, Investment Banking, Loans, Business Strategy, Underwriting, Valuation, Financial Modeling, Data Analysis, Negotiation, Financial Analysis, Due Diligence, Quantitative Analytics, Microsoft Excel, Private Equity, Bloomberg, Research, Statistics, Corporate Finance, Investments, PowerPoint, Analysis, Finance, Strategy, Analytics
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2013
Ph.D., Strategic Management, Research Methods/Applied Statistics
Cornell University 2001 — 2005
BS, Hotel Administration, Real Estate Finance
AIG May 2015 - Present
American Express July 2013 - March 2015
University of Pittsburgh August 2009 - April 2013
EdisonLearning November 2008 - June 2009
Lehman Brothers August 2006 - November 2008
Countrywide Commercial Real Estate Inc. July 2005 - August 2006
Skills
Real Estate, Investment Banking, Loans, Business Strategy, Underwriting, Valuation, Financial Modeling, Data Analysis, Negotiation, Financial Analysis, Due Diligence, Quantitative Analytics, Microsoft Excel, Private Equity, Bloomberg, Research, Statistics, Corporate Finance, Investments, PowerPoint, Analysis, Finance, Strategy, Analytics
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2013
Ph.D., Strategic Management, Research Methods/Applied Statistics
Cornell University 2001 — 2005
BS, Hotel Administration, Real Estate Finance
Jim Dow Jim Dow's Lehman Brothers Experience 1991 - 1994
Job
Industry Commercial Real Estate
Experience
Ivy Realty 2007 - 2011
Barrow Street Capital 2005 - 2007
Westbrook Partners 1996 - 2004
Archon Group 1995 - 1996
Lehman Brothers 1991 - 1994
Skills
Asset Management, Due Diligence, Real Estate, Asset Managment, Financial Modeling, Investments, Management, Financial Analysis, Portfolio Management, Business Planning, Securities, Structured Finance, Finance
Education
Cornell University 1987 — 1991
BA, Economics
Ivy Realty 2007 - 2011
Barrow Street Capital 2005 - 2007
Westbrook Partners 1996 - 2004
Archon Group 1995 - 1996
Lehman Brothers 1991 - 1994
Skills
Asset Management, Due Diligence, Real Estate, Asset Managment, Financial Modeling, Investments, Management, Financial Analysis, Portfolio Management, Business Planning, Securities, Structured Finance, Finance
Education
Cornell University 1987 — 1991
BA, Economics
Pablo Pulido Mendoza Pablo Pulido Mendoza's Lehman Brothers Experience 1994 - 1997
Job Director at Editorial Arte SA
Industry Renewables & Environment
Experience
Sonnedix 2010 - Present
Editorial Arte SA 1997 - Present
Lehman Brothers 1994 - 1997
Skills
Business Strategy, New Business Development, Start-ups, Strategic Planning, Business Planning, Energy, Water, Marketing Strategy, Mergers & Acquisitions, Strategy
Education
Cornell University 1990 — 1994
BS, Civil & Environmental Engineer
Sonnedix 2010 - Present
Editorial Arte SA 1997 - Present
Lehman Brothers 1994 - 1997
Skills
Business Strategy, New Business Development, Start-ups, Strategic Planning, Business Planning, Energy, Water, Marketing Strategy, Mergers & Acquisitions, Strategy
Education
Cornell University 1990 — 1994
BS, Civil & Environmental Engineer
Alexandra Sasha Kaplan's Lehman Brothers Experience May 2006 - July 2006
Job Product Manager at TripAdvisor
Industry Internet
Experience
TripAdvisor August 2014 - Present
Colgate-Palmolive June 2013 - August 2013
Bottomless Closet May 2012 - July 2012
AREA Property Partners LP January 2009 - May 2012
LEHMAN BROTHERS / BARCLAYS CAPITAL July 2007 - October 2008
Lehman Brothers May 2006 - July 2006
CVS/Caremark June 2005 - September 2005
Skills
Financial Modeling, Strategic Planning, Marketing, Investments, Equities, Business Development, New Business Development, Product Development, Due Diligence, Private Equity, Valuation, Financial Analysis, Asset Managment, Corporate Finance, Mergers, Investment Banking, Business Strategy, Real Estate, Portfolio Management, Competitive Analysis, Brand Management, Investor Relations, Start-ups, Digital Marketing, Market Research, Strategy, Management, Entrepreneurship
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Cornell University 2004 — 2007
Bachelors of Science, Hotel Administration
Sharon High School 1999 — 2003
TripAdvisor August 2014 - Present
Colgate-Palmolive June 2013 - August 2013
Bottomless Closet May 2012 - July 2012
AREA Property Partners LP January 2009 - May 2012
LEHMAN BROTHERS / BARCLAYS CAPITAL July 2007 - October 2008
Lehman Brothers May 2006 - July 2006
CVS/Caremark June 2005 - September 2005
Skills
Financial Modeling, Strategic Planning, Marketing, Investments, Equities, Business Development, New Business Development, Product Development, Due Diligence, Private Equity, Valuation, Financial Analysis, Asset Managment, Corporate Finance, Mergers, Investment Banking, Business Strategy, Real Estate, Portfolio Management, Competitive Analysis, Brand Management, Investor Relations, Start-ups, Digital Marketing, Market Research, Strategy, Management, Entrepreneurship
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Cornell University 2004 — 2007
Bachelors of Science, Hotel Administration
Sharon High School 1999 — 2003
Kevin Siu's Lehman Brothers Experience July 2011 - December 2011
Job Private Banking & Wealth Management Product Support at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2014 - Present
Credit Suisse July 2013 - April 2014
Nomura Securities July 2012 - March 2013
Lehman Brothers July 2011 - December 2011
Lehman Brothers May 2010 - June 2011
Lehman Brothers June 2009 - April 2010
Molinaro Koger May 2008 - August 2008
JPMorgan Chase May 2007 - December 2007
Skills
Credit, Fixed Income, Derivatives, Bloomberg, Calypso, Mandarin, Microsoft Excel, DTCC, Excel, Fluent in Mandarin, Fluent in Cantonese, MarkIt, Microsoft Office, Numerix, Omnium, PowerPoint, Real Estate Salesperson, SmartTicket, Summit, Word, Trading, Equity Derivatives
Education
Cornell University 2005 — 2009
Bachelor of Science, Finance
Cornell University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Credit Suisse May 2014 - Present
Credit Suisse July 2013 - April 2014
Nomura Securities July 2012 - March 2013
Lehman Brothers July 2011 - December 2011
Lehman Brothers May 2010 - June 2011
Lehman Brothers June 2009 - April 2010
Molinaro Koger May 2008 - August 2008
JPMorgan Chase May 2007 - December 2007
Skills
Credit, Fixed Income, Derivatives, Bloomberg, Calypso, Mandarin, Microsoft Excel, DTCC, Excel, Fluent in Mandarin, Fluent in Cantonese, MarkIt, Microsoft Office, Numerix, Omnium, PowerPoint, Real Estate Salesperson, SmartTicket, Summit, Word, Trading, Equity Derivatives
Education
Cornell University 2005 — 2009
Bachelor of Science, Finance
Cornell University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Burton Sheaffer Burton Sheaffer's Lehman Brothers Experience 2005 - 2007
Job SVP at HSBC
Industry Financial Services
Experience
HSBC 2010 - Present
Bank of America 2007 - 2010
Lehman Brothers 2005 - 2007
Skills
Capital Markets, Portfolio Management, Derivatives, Financial Services, Wealth Management, Structured Products, Trading, Risk Management, Options, Trading Systems, Emerging Markets, FX Options
Education
Cornell University
Master of Business Administration (MBA), Finance, General
Dickinson College
Bachelor of Arts (BA), Economics
HSBC 2010 - Present
Bank of America 2007 - 2010
Lehman Brothers 2005 - 2007
Skills
Capital Markets, Portfolio Management, Derivatives, Financial Services, Wealth Management, Structured Products, Trading, Risk Management, Options, Trading Systems, Emerging Markets, FX Options
Education
Cornell University
Master of Business Administration (MBA), Finance, General
Dickinson College
Bachelor of Arts (BA), Economics
Martin Levion Martin Levion's Lehman Brothers Experience March 1983 - March 1985
Job Managing Partner at PolicyFlex LLC
Industry Financial Services
Experience
Integral Investment Capital July 2010 - Present
PolicyFlex LLC May 2011 - Present
Societe Generale March 1990 - March 2007
Salomon Brothers March 1985 - March 1990
Lehman Brothers March 1983 - March 1985
Skills
Derivatives, Fixed Income, Finance, Structured Products, Structured Finance, Capital Markets, Risk Management, Bonds, Hedge Funds, Financial Modeling, Investment Banking, Credit Derivatives, Private Equity, Rates, Emerging Markets, Arbitrage, Equity Derivatives, Financial Services
Education
Cornell University 1978 — 1982
BA, Economics
Integral Investment Capital July 2010 - Present
PolicyFlex LLC May 2011 - Present
Societe Generale March 1990 - March 2007
Salomon Brothers March 1985 - March 1990
Lehman Brothers March 1983 - March 1985
Skills
Derivatives, Fixed Income, Finance, Structured Products, Structured Finance, Capital Markets, Risk Management, Bonds, Hedge Funds, Financial Modeling, Investment Banking, Credit Derivatives, Private Equity, Rates, Emerging Markets, Arbitrage, Equity Derivatives, Financial Services
Education
Cornell University 1978 — 1982
BA, Economics
Linda Coxon, FRM's Lehman Brothers Experience May 2008 - July 2008
Job Operational Risk Manager at ABN AMRO Bank N.V.
Industry Financial Services
Experience
ABN AMRO Bank N.V. April 2014 - Present
Barclays Investment Bank June 2013 - April 2014
Ernst & Young October 2009 - May 2013
Lehman Brothers May 2008 - July 2008
Cornell University August 2007 - May 2008
Skills
Program Management, Risk Management, Banking, Enterprise Risk..., Financial Services, Investment Banking, Management Consulting, Financial Analysis, Management
Education
Cornell University
BS, Policy Analysis and Management
Williamsville South High School
ABN AMRO Bank N.V. April 2014 - Present
Barclays Investment Bank June 2013 - April 2014
Ernst & Young October 2009 - May 2013
Lehman Brothers May 2008 - July 2008
Cornell University August 2007 - May 2008
Skills
Program Management, Risk Management, Banking, Enterprise Risk..., Financial Services, Investment Banking, Management Consulting, Financial Analysis, Management
Education
Cornell University
BS, Policy Analysis and Management
Williamsville South High School
John MacDonald John MacDonald's Lehman Brothers Experience 1996 - 2001
Job Managing Partner at Tungsten Corporate Advisors, LLC
Industry Investment Banking
Experience
Updata Advisors / Signal Hill Capital Group 2002 - 2013
Lehman Brothers 1996 - 2001
Bear Stearns 1992 - 1996
Salomon Brothers 1987 - 1992
Eastman Kodak 1900 - 1900
Skills
Corporate Finance, Private Equity, Investment Banking, M&A experience, Valuation, SaaS, Mergers & Acquisitions, Venture Capital, Strategy, Management, Business Strategy, Corporate Development
Education
Cornell University
BS
University of Rochester - William E. Simon Graduate School of Business Administration
MBA
Updata Advisors / Signal Hill Capital Group 2002 - 2013
Lehman Brothers 1996 - 2001
Bear Stearns 1992 - 1996
Salomon Brothers 1987 - 1992
Eastman Kodak 1900 - 1900
Skills
Corporate Finance, Private Equity, Investment Banking, M&A experience, Valuation, SaaS, Mergers & Acquisitions, Venture Capital, Strategy, Management, Business Strategy, Corporate Development
Education
Cornell University
BS
University of Rochester - William E. Simon Graduate School of Business Administration
MBA
Neville Nagarwalla's Lehman Brothers Experience 1997 - 2006
Job .
Industry Capital Markets
Experience
Bank of America 2009 - July 2013
Bear Stearns 2006 - 2008
Lehman Brothers 1997 - 2006
Skills
Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Financial Structuring, Interest Rate..., Structured Products, Equity Derivatives, Hedge Funds, Trading, Structured Finance, Alternative Investments, Equities, Investment Banking, High Yield, MBS, CDS, Portfolio Management, Bonds, Market Risk, CDO, Credit Risk, Bloomberg, Electronic Trading, Asset Management, Proprietary Trading, Securities
Education
Cornell University 1985 — 1991
PhD, Operations Research
Indian Institute of Technology, Bombay 1981 — 1985
BTech, Civil Engg.
Bank of America 2009 - July 2013
Bear Stearns 2006 - 2008
Lehman Brothers 1997 - 2006
Skills
Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Financial Structuring, Interest Rate..., Structured Products, Equity Derivatives, Hedge Funds, Trading, Structured Finance, Alternative Investments, Equities, Investment Banking, High Yield, MBS, CDS, Portfolio Management, Bonds, Market Risk, CDO, Credit Risk, Bloomberg, Electronic Trading, Asset Management, Proprietary Trading, Securities
Education
Cornell University 1985 — 1991
PhD, Operations Research
Indian Institute of Technology, Bombay 1981 — 1985
BTech, Civil Engg.
Bing Chen, CFA Bing Chen, CFA's Lehman Brothers Experience March 2006 - December 2007
Job Analyst at Daiwa Asset Management
Industry Financial Services
Experience
Daiwa Asset Management January 2008 - July 2015
Lehman Brothers March 2006 - December 2007
Skills
Valuation, Equities, Bloomberg, Financial Modeling, Equity Research
Education
Cornell University 1992 — 1996
Daiwa Asset Management January 2008 - July 2015
Lehman Brothers March 2006 - December 2007
Skills
Valuation, Equities, Bloomberg, Financial Modeling, Equity Research
Education
Cornell University 1992 — 1996
Michelle Gottlieb's Lehman Brothers Experience October 2007 - May 2008
Job Department Recruitment Manager
Industry Nonprofit Organization Management
Experience
The Fresh Air Fund October 2012 - Present
The Fresh Air Fund June 2010 - September 2012
InterExchange January 2009 - June 2010
Camp Lindenmere June 2008 - December 2008
Lehman Brothers October 2007 - May 2008
InterExchange September 2006 - September 2007
InterExchange September 2004 - September 2006
Skills
Non-profits, Community Outreach, Program Development, Volunteer Management, Nonprofits, Fundraising, Time Management, Recruiting, College Recruiting, Leadership Development, Resume Writing, Event Planning, Career Counseling, Program Evaluation, Youth Development
Education
Cornell University 2000 — 2004
Bachelor of Science, Human Development
The University of Edinburgh 2003 — 2003
Study Abroad
The Fresh Air Fund October 2012 - Present
The Fresh Air Fund June 2010 - September 2012
InterExchange January 2009 - June 2010
Camp Lindenmere June 2008 - December 2008
Lehman Brothers October 2007 - May 2008
InterExchange September 2006 - September 2007
InterExchange September 2004 - September 2006
Skills
Non-profits, Community Outreach, Program Development, Volunteer Management, Nonprofits, Fundraising, Time Management, Recruiting, College Recruiting, Leadership Development, Resume Writing, Event Planning, Career Counseling, Program Evaluation, Youth Development
Education
Cornell University 2000 — 2004
Bachelor of Science, Human Development
The University of Edinburgh 2003 — 2003
Study Abroad
Laura Lester Laura Lester's Lehman Brothers Experience June 2001 - June 2004
Job Founding Partner, Onward Capital
Industry Venture Capital & Private Equity
Experience
Onward Capital July 2014 - Present
Chief Enterprises, Inc. January 2014 - June 2015
CHS Capital LLC (fka Code Hennessy & Simmons LLC) June 2008 - March 2015
Dura-Line January 2012 - September 2014
Thermon Manufacturing Company April 2010 - December 2012
CHS Capital LLC July 2004 - June 2007
Lehman Brothers June 2001 - June 2004
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Emerging Markets, Equities, LBO, Business Development, IPO, Capital, Investment Management, Due Diligence, Corporate Development, Financial Modeling, Valuation, Management, Corporate Finance, M&A experience
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Finance
Cornell University 1997 — 2001
B.A., Economics
Onward Capital July 2014 - Present
Chief Enterprises, Inc. January 2014 - June 2015
CHS Capital LLC (fka Code Hennessy & Simmons LLC) June 2008 - March 2015
Dura-Line January 2012 - September 2014
Thermon Manufacturing Company April 2010 - December 2012
CHS Capital LLC July 2004 - June 2007
Lehman Brothers June 2001 - June 2004
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Emerging Markets, Equities, LBO, Business Development, IPO, Capital, Investment Management, Due Diligence, Corporate Development, Financial Modeling, Valuation, Management, Corporate Finance, M&A experience
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Finance
Cornell University 1997 — 2001
B.A., Economics
Pamela Furr Pamela Furr's Lehman Brothers Experience 1982 - 1986
Job Owner of Fairview Capital Ventures, LLC
Industry Financial Services
Experience
Fairview Capital 2000 - Present
VaVaVoo 2015 - 2015
VaVaVoo 2015 - 2015
VaVaVoo 2015 - 2015
Providence Day School 2009 - 2011
Sovereign Advisers 1992 - 1996
Prime Asset Management 1988 - 1992
Lehman Brothers 1982 - 1986
Smith Barney 1972 - 1982
Skills
Mergers & Acquisitions, Financial Services, Venture Capital, Microsoft Excel, Finance, Mergers, Investment Banking, Internal Controls, Derivatives, Investment Management, Portfolio Management, Private Equity, Investments, Financial Analysis, Management
Education
Cornell University
Kenston High School
Fairview Capital 2000 - Present
VaVaVoo 2015 - 2015
VaVaVoo 2015 - 2015
VaVaVoo 2015 - 2015
Providence Day School 2009 - 2011
Sovereign Advisers 1992 - 1996
Prime Asset Management 1988 - 1992
Lehman Brothers 1982 - 1986
Smith Barney 1972 - 1982
Skills
Mergers & Acquisitions, Financial Services, Venture Capital, Microsoft Excel, Finance, Mergers, Investment Banking, Internal Controls, Derivatives, Investment Management, Portfolio Management, Private Equity, Investments, Financial Analysis, Management
Education
Cornell University
Kenston High School
Amy Salerno Amy Salerno's Lehman Brothers Experience February 2002 - March 2003
Job
Industry Financial Services
Experience
Pioneer Wealth Partners July 2009 - Present
Greentech Capital Advisors September 2008 - July 2009
BroadStreet Capital Partners June 2005 - May 2008
Lehman Brothers February 2002 - March 2003
Lehman Brothers March 2000 - March 2002
Lehman Brothers December 1997 - March 2000
Skills
Hedge Funds, Asset Managment, Structured Finance, Structured Products, Capital Markets, Alternative Investments, Fixed Income
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Cornell University 1993 — 1997
BA
Pioneer Wealth Partners July 2009 - Present
Greentech Capital Advisors September 2008 - July 2009
BroadStreet Capital Partners June 2005 - May 2008
Lehman Brothers February 2002 - March 2003
Lehman Brothers March 2000 - March 2002
Lehman Brothers December 1997 - March 2000
Skills
Hedge Funds, Asset Managment, Structured Finance, Structured Products, Capital Markets, Alternative Investments, Fixed Income
Education
The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Cornell University 1993 — 1997
BA
Farez Alibay, CFA Farez Alibay, CFA's Lehman Brothers Experience July 2003 - September 2008
Job
Industry Financial Services
Experience
Guggenheim Life and Annuity Company June 2015 - Present
Guggenheim Partners November 2013 - May 2015
EARNEST Partners June 2011 - October 2013
Four Rivers Group June 2009 - June 2011
Deutsche Bank June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2003 - September 2008
Skills
Financial Modeling, Equities, Equity Research, Fixed Income, Hedge Funds, Emerging Markets, Capital Markets, Portfolio Management, Alternative Investments, Private Equity, Asset Allocation, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Cornell University 2002 — 2003
Master of Engineering, Computer Science
Illinois Institute of Technology 1999 — 2001
Bachelor of Science, Computer Science
Guggenheim Life and Annuity Company June 2015 - Present
Guggenheim Partners November 2013 - May 2015
EARNEST Partners June 2011 - October 2013
Four Rivers Group June 2009 - June 2011
Deutsche Bank June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2003 - September 2008
Skills
Financial Modeling, Equities, Equity Research, Fixed Income, Hedge Funds, Emerging Markets, Capital Markets, Portfolio Management, Alternative Investments, Private Equity, Asset Allocation, Asset Managment, Insurance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Cornell University 2002 — 2003
Master of Engineering, Computer Science
Illinois Institute of Technology 1999 — 2001
Bachelor of Science, Computer Science
Maxx Matteo's Lehman Brothers Experience January 1990 - March 1994
Job Director Regulatory Risk Advisory PwC
Industry Financial Services
Experience
PwC October 2015 - Present
FDIC May 2010 - October 2015
FDIC May 2010 - July 2012
AMP, LLC June 2008 - May 2010
Deutsche Bank December 2003 - September 2007
First Franklin September 2001 - December 2003
Credit Suisse January 2000 - September 2001
Bank of America March 1998 - January 2000
Indymac Bank March 1994 - April 1998
Lehman Brothers January 1990 - March 1994
Skills
Risk Governance, Regulatory Affairs, Credit, Resolution and Recovery..., Mortgage Lending, Risk Monitoring, Financial Risk, Portfolio Management, Capital Markets, Loans, Mortgage Banking, FHA, Credit Analysis, Securitization, Finance, Loss Mitigation, Loan Servicing, Structured Finance, Investment Banking, Risk Management, Commercial Lending, Loan Origination, Banking, Credit Derivatives, Due Diligence, Investments, Executive Management, Mortgage, Conduit, FX Derivatives, Securities, Credit Risk, Asset Management, Mortgage Servicing, Structured Products, Financial Institutions, MBS, Real Estate Financing, Fixed Income, Financial Services, Trading, Mortgage Underwriting, Refinance, Commercial Banking, Bonds, Start-ups, Investor Relations, Cross Border Regulatory..., Warehouse Lending, Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Graduate School of Banking Stonier
Cornell University 1985 — 1986
Finance
San Jose State University
Psychology
PwC October 2015 - Present
FDIC May 2010 - October 2015
FDIC May 2010 - July 2012
AMP, LLC June 2008 - May 2010
Deutsche Bank December 2003 - September 2007
First Franklin September 2001 - December 2003
Credit Suisse January 2000 - September 2001
Bank of America March 1998 - January 2000
Indymac Bank March 1994 - April 1998
Lehman Brothers January 1990 - March 1994
Skills
Risk Governance, Regulatory Affairs, Credit, Resolution and Recovery..., Mortgage Lending, Risk Monitoring, Financial Risk, Portfolio Management, Capital Markets, Loans, Mortgage Banking, FHA, Credit Analysis, Securitization, Finance, Loss Mitigation, Loan Servicing, Structured Finance, Investment Banking, Risk Management, Commercial Lending, Loan Origination, Banking, Credit Derivatives, Due Diligence, Investments, Executive Management, Mortgage, Conduit, FX Derivatives, Securities, Credit Risk, Asset Management, Mortgage Servicing, Structured Products, Financial Institutions, MBS, Real Estate Financing, Fixed Income, Financial Services, Trading, Mortgage Underwriting, Refinance, Commercial Banking, Bonds, Start-ups, Investor Relations, Cross Border Regulatory..., Warehouse Lending, Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Graduate School of Banking Stonier
Cornell University 1985 — 1986
Finance
San Jose State University
Psychology
Udi Falkson Udi Falkson's Lehman Brothers Experience August 2003 - September 2005
Job CTO at Foodstand
Industry Internet
Experience
Foodstand July 2015 - Present
Is It Normal? February 2005 - Present
Purpose www.purpose.com August 2014 - June 2015
iknow.io May 2012 - June 2014
SaleLocator January 2010 - February 2012
VideoSurf, Inc. (Acquired by Microsoft) August 2008 - December 2009
FeedEachOther February 2007 - August 2008
Yahoo! August 2005 - February 2007
Lehman Brothers August 2003 - September 2005
Skills
User Interface, Front-end Development, Search, Linux, AJAX, Product Development, Product Management, python, django, Django, Front-end, Python, JavaScript, Scalability, Product Marketing, Entrepreneurship, Distributed Systems, Web Applications, Git, SEO, Mobile Applications, Start-ups
Education
Cornell University 1999 — 2003
BS, Computer Science
Foodstand July 2015 - Present
Is It Normal? February 2005 - Present
Purpose www.purpose.com August 2014 - June 2015
iknow.io May 2012 - June 2014
SaleLocator January 2010 - February 2012
VideoSurf, Inc. (Acquired by Microsoft) August 2008 - December 2009
FeedEachOther February 2007 - August 2008
Yahoo! August 2005 - February 2007
Lehman Brothers August 2003 - September 2005
Skills
User Interface, Front-end Development, Search, Linux, AJAX, Product Development, Product Management, python, django, Django, Front-end, Python, JavaScript, Scalability, Product Marketing, Entrepreneurship, Distributed Systems, Web Applications, Git, SEO, Mobile Applications, Start-ups
Education
Cornell University 1999 — 2003
BS, Computer Science
Christopher Dearborn Christopher Dearborn's Lehman Brothers Experience July 1994 - July 1999
Job Credit Sales Santander Investment Securities
Industry Financial Services
Experience
Santander Investment Securities Inc October 2014 - Present
KeyBanc Capital Markets December 2010 - June 2014
Cantor Fitzgerald April 2007 - February 2010
JPMorgan Chase August 2001 - April 2007
Lehman Brothers July 1994 - July 1999
Skills
Bonds, Credit, Series 7, Series 63, Sales, Capital Markets, Hedge Funds, Asset Management, Insurance, Securities, Equities, Bloomberg, Fixed Income, Investments, Proprietary Trading, Derivatives, Investment Banking
Education
Cornell University 1998 — 2001
Master of Business Administration (MBA), Finance, General
University of New Hampshire 1990 — 1994
Bachelor of Arts (BA), Economics
Santander Investment Securities Inc October 2014 - Present
KeyBanc Capital Markets December 2010 - June 2014
Cantor Fitzgerald April 2007 - February 2010
JPMorgan Chase August 2001 - April 2007
Lehman Brothers July 1994 - July 1999
Skills
Bonds, Credit, Series 7, Series 63, Sales, Capital Markets, Hedge Funds, Asset Management, Insurance, Securities, Equities, Bloomberg, Fixed Income, Investments, Proprietary Trading, Derivatives, Investment Banking
Education
Cornell University 1998 — 2001
Master of Business Administration (MBA), Finance, General
University of New Hampshire 1990 — 1994
Bachelor of Arts (BA), Economics
Diego Jimenez Diego Jimenez's Lehman Brothers Experience 2004 - 2007
Job Product Manager of Knowledge Management Solutions at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company April 2013 - Present
PingmeGram September 2012 - September 2013
McKinsey & Company September 2009 - December 2012
Lehman Brothers 2004 - 2007
Skills
Financial Modeling, Strategy, Valuation, Corporate Development, Mergers, Due Diligence, Management Consulting, Private Equity, Mergers & Acquisitions, Start-ups, Lean Startup, Case Interview, Business Schools, MBA, Microsoft Excel, PowerPoint, Pitching Ideas, Internet Entrepreneur, Launching Start-ups
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Finance, General
Cornell University 2000 — 2004
Engineering, Mechanical Engineering
McKinsey & Company April 2013 - Present
PingmeGram September 2012 - September 2013
McKinsey & Company September 2009 - December 2012
Lehman Brothers 2004 - 2007
Skills
Financial Modeling, Strategy, Valuation, Corporate Development, Mergers, Due Diligence, Management Consulting, Private Equity, Mergers & Acquisitions, Start-ups, Lean Startup, Case Interview, Business Schools, MBA, Microsoft Excel, PowerPoint, Pitching Ideas, Internet Entrepreneur, Launching Start-ups
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA), Finance, General
Cornell University 2000 — 2004
Engineering, Mechanical Engineering
Bo Bazylevsky's Lehman Brothers Experience June 2007 - May 2008
Job CoFounder, Zya ; Managing Director, Bank of America Merrill Lynch Fixed Income Trading
Industry Entertainment
Experience
Zya September 2014 - Present
Bank of America September 2014 - Present
Zya (formerly Music Mastermind, Inc) January 2008 - Present
Moore Capital / James Caird Asset Management June 2008 - July 2010
Lehman Brothers June 2007 - May 2008
JP Morgan Chase August 1997 - May 2007
Bear Stearns June 1993 - August 1997
Credit Suisse First Boston August 1991 - June 1993
Skills
Emerging Markets, Portfolio Management, Hedge Funds, Financial Analysis, Fixed Income, Strategy, Business Development, Start-ups, Financial Modeling, Equities, Investment Banking, Strategic Partnerships, Entrepreneurship, Management, Venture Capital, Valuation, Alternative Investments, Competitive Analysis, Corporate Development, Mergers & Acquisitions, Private Equity, Finance, Trading
Education
Cornell University 1987 — 1991
BS, Applied Economics
Bronx High School of Science 1983 — 1987
Zya September 2014 - Present
Bank of America September 2014 - Present
Zya (formerly Music Mastermind, Inc) January 2008 - Present
Moore Capital / James Caird Asset Management June 2008 - July 2010
Lehman Brothers June 2007 - May 2008
JP Morgan Chase August 1997 - May 2007
Bear Stearns June 1993 - August 1997
Credit Suisse First Boston August 1991 - June 1993
Skills
Emerging Markets, Portfolio Management, Hedge Funds, Financial Analysis, Fixed Income, Strategy, Business Development, Start-ups, Financial Modeling, Equities, Investment Banking, Strategic Partnerships, Entrepreneurship, Management, Venture Capital, Valuation, Alternative Investments, Competitive Analysis, Corporate Development, Mergers & Acquisitions, Private Equity, Finance, Trading
Education
Cornell University 1987 — 1991
BS, Applied Economics
Bronx High School of Science 1983 — 1987
Lisa Klar Lisa Klar's Lehman Brothers Experience May 2008 - January 2009
Job Senior Counsel at Simpson Thacher & Bartlett LLP
Industry Financial Services
Experience
Simpson Thacher & Bartlett LLP January 2012 - Present
Cadogan Management LLC February 2010 - December 2011
Lehman Brothers May 2008 - January 2009
Lehman Brothers August 2007 - May 2008
Citi June 2006 - August 2007
Citi March 2004 - May 2006
Consultant November 2002 - March 2004
Prudential Financial May 2000 - August 2002
Prudential Financial October 1999 - May 2000
Prudential Financial January 1995 - October 1999
Skills
Due Diligence, Conflict Management, Hedge Funds, Capital Markets, Securities, Asset Managment, Alternative Investments, Private Equity, Fixed Income, Investments, Mutual Funds, Equities
Education
University of Pennsylvania Law School 1987 — 1990
JD, Law
Cornell University 1983 — 1987
BS, Policy Analysis
Simpson Thacher & Bartlett LLP January 2012 - Present
Cadogan Management LLC February 2010 - December 2011
Lehman Brothers May 2008 - January 2009
Lehman Brothers August 2007 - May 2008
Citi June 2006 - August 2007
Citi March 2004 - May 2006
Consultant November 2002 - March 2004
Prudential Financial May 2000 - August 2002
Prudential Financial October 1999 - May 2000
Prudential Financial January 1995 - October 1999
Skills
Due Diligence, Conflict Management, Hedge Funds, Capital Markets, Securities, Asset Managment, Alternative Investments, Private Equity, Fixed Income, Investments, Mutual Funds, Equities
Education
University of Pennsylvania Law School 1987 — 1990
JD, Law
Cornell University 1983 — 1987
BS, Policy Analysis
Drew Bagin, CFA Drew Bagin, CFA's Lehman Brothers Experience 2004 - 2006
Job Vice President at Aeterna Capital Partners
Industry Venture Capital & Private Equity
Experience
Aeterna Capital Partners 2013 - Present
ORIX USA 2010 - 2013
Lincolnshire Management 2006 - 2010
Lehman Brothers 2004 - 2006
Skills
Microsoft Office, Financial Modeling, Private Equity, Due Diligence, Mergers, Venture Capital, Valuation, Research, Market Research, Leveraged Finance, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Equities, Investments, Business Valuation, Corporate Transactions, Acquisition Analysis
Education
Cornell University
Bachelor of Science, Undergraduate Business Program; Applied Economics & Management
Aeterna Capital Partners 2013 - Present
ORIX USA 2010 - 2013
Lincolnshire Management 2006 - 2010
Lehman Brothers 2004 - 2006
Skills
Microsoft Office, Financial Modeling, Private Equity, Due Diligence, Mergers, Venture Capital, Valuation, Research, Market Research, Leveraged Finance, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Equities, Investments, Business Valuation, Corporate Transactions, Acquisition Analysis
Education
Cornell University
Bachelor of Science, Undergraduate Business Program; Applied Economics & Management
Jim Hood Jim Hood's Lehman Brothers Experience 1982 - 1984
Job Co Founder at Facing Addiction
Industry Nonprofit Organization Management
Experience
Facing Addiction January 2015 - Present
Soundview Strategies January 2009 - September 2015
Henry Rak Consulting Partners January 2010 - September 2011
Einstein Noah Restaurant Group 2007 - 2009
Bray+Hood+Associates 2001 - 2007
HipCricket 2004 - 2006
Greenfield Consulting Group 1999 - 2001
Young & Rubicam 1987 - 1999
Credit Suisse First Boston 1984 - 1987
Lehman Brothers 1982 - 1984
Skills
Market Research, Business Strategy, Product Development, Advertising, Marketing Strategy, New Business Development, Strategic Planning, Start-ups, Competitive Analysis, Management Consulting, Segmentation, Cross-functional Team..., P&L Management, Strategy Development, Marketing Research, Marketing Communications, Online Marketing, Marketing Management, Brand Development, Entrepreneur, Financial Analysis, Digital Marketing, Strategy, Marketing, Brand Management, Mobile Marketing, Leadership, Integrated Marketing, Positioning, Analytics, Market Planning, Brand Architecture, Account Management, Customer Insight, Executive Management, Market Analysis, Product Innovation, Strategic Partnerships, Multi-channel Marketing, Business Planning, Consulting, Entrepreneurship
Education
Cornell University
BA, Economics, Psychology
Harvard Business School
MBA
Facing Addiction January 2015 - Present
Soundview Strategies January 2009 - September 2015
Henry Rak Consulting Partners January 2010 - September 2011
Einstein Noah Restaurant Group 2007 - 2009
Bray+Hood+Associates 2001 - 2007
HipCricket 2004 - 2006
Greenfield Consulting Group 1999 - 2001
Young & Rubicam 1987 - 1999
Credit Suisse First Boston 1984 - 1987
Lehman Brothers 1982 - 1984
Skills
Market Research, Business Strategy, Product Development, Advertising, Marketing Strategy, New Business Development, Strategic Planning, Start-ups, Competitive Analysis, Management Consulting, Segmentation, Cross-functional Team..., P&L Management, Strategy Development, Marketing Research, Marketing Communications, Online Marketing, Marketing Management, Brand Development, Entrepreneur, Financial Analysis, Digital Marketing, Strategy, Marketing, Brand Management, Mobile Marketing, Leadership, Integrated Marketing, Positioning, Analytics, Market Planning, Brand Architecture, Account Management, Customer Insight, Executive Management, Market Analysis, Product Innovation, Strategic Partnerships, Multi-channel Marketing, Business Planning, Consulting, Entrepreneurship
Education
Cornell University
BA, Economics, Psychology
Harvard Business School
MBA
Jamison Germani Jamison Germani's Lehman Brothers Experience May 2008 - July 2008
Job Business Development at RoadRunner Recycling
Industry Environmental Services
Experience
RoadRunner Recycling 2014 - Present
Elm Ridge Capital Management, LLC 2014 - 2014
Mirae Asset Global Investments 2012 - 2014
Barclays Capital 2009 - 2011
Lehman Brothers May 2008 - July 2008
Skills
Equity Trading, Bloomberg Terminal, Emerging Markets, US Equities, Microsoft Excel, Building Relationships, Client Relations Skills, Capital Markets, Bloomberg, Equities, Series 7, Series 63, Trading, Equity Derivatives, Hedge Funds
Education
Cornell University 2005 — 2009
BS, Applied Economics and Management
Emmaus High School 2001 — 2005
RoadRunner Recycling 2014 - Present
Elm Ridge Capital Management, LLC 2014 - 2014
Mirae Asset Global Investments 2012 - 2014
Barclays Capital 2009 - 2011
Lehman Brothers May 2008 - July 2008
Skills
Equity Trading, Bloomberg Terminal, Emerging Markets, US Equities, Microsoft Excel, Building Relationships, Client Relations Skills, Capital Markets, Bloomberg, Equities, Series 7, Series 63, Trading, Equity Derivatives, Hedge Funds
Education
Cornell University 2005 — 2009
BS, Applied Economics and Management
Emmaus High School 2001 — 2005
Joyce Wang Joyce Wang's Lehman Brothers Experience June 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Tailwind Capital August 2013 - June 2015
Barclays June 2010 - June 2013
Barclays June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Capital Markets, Corporate Finance, Private Equity, Financial Analysis, LBO, Equities, Fixed Income, DCF, Mergers & Acquisitions
Education
Cornell University 2006 — 2010
BS, Finance
Tailwind Capital August 2013 - June 2015
Barclays June 2010 - June 2013
Barclays June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Capital Markets, Corporate Finance, Private Equity, Financial Analysis, LBO, Equities, Fixed Income, DCF, Mergers & Acquisitions
Education
Cornell University 2006 — 2010
BS, Finance
Mark Pinkerton Mark Pinkerton's Lehman Brothers Experience 1984 - 1995
Job Senior Vice President Finance at Paramount Pictures
Industry Entertainment
Experience
Paramount Pictures 2007 - Present
Amgen 2005 - 2007
NBCUniversal, Inc. 1996 - 2005
Lehman Brothers 1984 - 1995
American Express 1982 - 1984
Skills
Treasury Management, Entertainment Industry, Corporate Finance, Corporate Development, Mergers & Acquisitions, Strategic Planning, Portfolio Management, Finance, Financial Modeling, Investment Banking, Investments, Management, Financial Analysis, Capital Markets, Business Strategy, Business Development, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.)
Cornell University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Paramount Pictures 2007 - Present
Amgen 2005 - 2007
NBCUniversal, Inc. 1996 - 2005
Lehman Brothers 1984 - 1995
American Express 1982 - 1984
Skills
Treasury Management, Entertainment Industry, Corporate Finance, Corporate Development, Mergers & Acquisitions, Strategic Planning, Portfolio Management, Finance, Financial Modeling, Investment Banking, Investments, Management, Financial Analysis, Capital Markets, Business Strategy, Business Development, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.)
Cornell University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Alex Grinzayd Alex Grinzayd's Lehman Brothers Experience July 2006 - September 2008
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2013 - Present
Barclays Capital October 2008 - December 2012
Lehman Brothers July 2006 - September 2008
Goldman Sachs August 1996 - June 2006
AT&T June 1993 - May 1995
Skills
MBS, Java, Fixed Income, Middle Office, ABS, CMBS, Trading, Trading Systems, Electronic Trading, Securitization, Risk Management, Derivatives, Capital Markets, Equity Derivatives, Hedge Funds, Quantitative Finance, Credit Derivatives
Education
Cornell University 1995 — 1996
M. Eng., Computer Science
Stony Brook University 1989 — 1993
B.S., Applied Math, Computer Science
J.P. Morgan January 2013 - Present
Barclays Capital October 2008 - December 2012
Lehman Brothers July 2006 - September 2008
Goldman Sachs August 1996 - June 2006
AT&T June 1993 - May 1995
Skills
MBS, Java, Fixed Income, Middle Office, ABS, CMBS, Trading, Trading Systems, Electronic Trading, Securitization, Risk Management, Derivatives, Capital Markets, Equity Derivatives, Hedge Funds, Quantitative Finance, Credit Derivatives
Education
Cornell University 1995 — 1996
M. Eng., Computer Science
Stony Brook University 1989 — 1993
B.S., Applied Math, Computer Science
George H. Lin George H. Lin's Lehman Brothers Experience July 2007 - October 2008
Job VP – Finance Process Control at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Citi April 2012 - May 2015
United Nations Population Fund (UNFPA) May 2010 - April 2012
Columbia University Medical Center March 2009 - April 2010
Lehman Brothers July 2007 - October 2008
United Nations December 2004 - June 2007
Skills
Business Analysis, Project Management, Management, Microsoft Office, Banking, Leadership, Customer Service, Financial Analysis, Process Improvement, Strategic Planning, Analysis, Strategy, Finance, Portfolio Management, Data Analysis, Corporate Finance, Microsoft Excel, Budgets
Education
Cornell University
Bachelor of Science (BS), Industrial Engineering
Citi June 2015 - Present
Citi April 2012 - May 2015
United Nations Population Fund (UNFPA) May 2010 - April 2012
Columbia University Medical Center March 2009 - April 2010
Lehman Brothers July 2007 - October 2008
United Nations December 2004 - June 2007
Skills
Business Analysis, Project Management, Management, Microsoft Office, Banking, Leadership, Customer Service, Financial Analysis, Process Improvement, Strategic Planning, Analysis, Strategy, Finance, Portfolio Management, Data Analysis, Corporate Finance, Microsoft Excel, Budgets
Education
Cornell University
Bachelor of Science (BS), Industrial Engineering
Jessica V. Tracey Jessica V. Tracey's Lehman Brothers Experience July 2005 - July 2006
Job Consultant | Financial Services | Hospitality
Industry Financial Services
Experience
JVT Hospitality January 2011 - Present
Clarity Corporate Growth March 2011 - Present
eCornell November 2008 - Present
Cornell University October 2008 - March 2011
Jones Lang LaSalle Hotels August 2006 - May 2008
Lehman Brothers July 2005 - July 2006
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Market Research, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Business Strategy, Hotels, Mergers, Market Analysis, Research, Hospitality, Real Estate Development, Data Analysis, Investment Banking, Strategy, Analysis, Finance, Strategic Planning, Budgets, Management
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Cornell University 2001 — 2005
BS, Hotel Administration; Real Estate Finance, 4.13 / 4.3
JVT Hospitality January 2011 - Present
Clarity Corporate Growth March 2011 - Present
eCornell November 2008 - Present
Cornell University October 2008 - March 2011
Jones Lang LaSalle Hotels August 2006 - May 2008
Lehman Brothers July 2005 - July 2006
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Market Research, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Business Strategy, Hotels, Mergers, Market Analysis, Research, Hospitality, Real Estate Development, Data Analysis, Investment Banking, Strategy, Analysis, Finance, Strategic Planning, Budgets, Management
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Cornell University 2001 — 2005
BS, Hotel Administration; Real Estate Finance, 4.13 / 4.3
Guillermo Izabal's Lehman Brothers Experience June 2005 - April 2007
Job Senior Associate (Advisory) at PricewaterhouseCoopers
Industry Accounting
Experience
PwC Consulting May 2009 - Present
PwC August 2008 - May 2009
Neuberger Berman August 2007 - August 2008
Lehman Brothers June 2005 - April 2007
Sullivan & Cromwell LLP April 2004 - June 2005
Hughes Hubbard & Reed LLP September 2002 - February 2004
Skills
Due Diligence, Management, Strategy, Financial Services, Project Management, Finance, Banking, Social Media, Mergers & Acquisitions, Private Equity, Analysis, Marketing, Capital Markets, Mergers, Budgets, Asset Management, Spanish, CRM, Hedge Funds
Education
Cornell University 1998 — 2002
Bachelor of Arts, Anthropology, Spanish Literature
NW Studio
PwC Consulting May 2009 - Present
PwC August 2008 - May 2009
Neuberger Berman August 2007 - August 2008
Lehman Brothers June 2005 - April 2007
Sullivan & Cromwell LLP April 2004 - June 2005
Hughes Hubbard & Reed LLP September 2002 - February 2004
Skills
Due Diligence, Management, Strategy, Financial Services, Project Management, Finance, Banking, Social Media, Mergers & Acquisitions, Private Equity, Analysis, Marketing, Capital Markets, Mergers, Budgets, Asset Management, Spanish, CRM, Hedge Funds
Education
Cornell University 1998 — 2002
Bachelor of Arts, Anthropology, Spanish Literature
NW Studio
Carlos Santiago, CFA's Lehman Brothers Experience 1985 - 1986
Job Residential Mortgage Executive
Industry Financial Services
Experience
Doral Bank September 2014 - March 2015
Doral Recovery May 2013 - August 2014
Freddie Mac, Making Home Affordable - Compliance Division (MHA-C) February 2010 - April 2013
CoreLogic, formerly known as LoanPerformance February 2004 - January 2010
Santiago Consulting, Inc. (Part 1) April 1989 - January 2004
Santiago Consulting, Inc. (Part 2) April 1989 - January 2004
Goldman Sachs 1986 - 1989
Lehman Brothers 1985 - 1986
Merrill Lynch 1983 - 1985
Skills
Risk Management, Financial Risk, Securitization, Mortgage Analytics, Executive Management, Loss Mitigation, Financial Modeling, Financial Regulation, HAMP, Fraud Detection, Consulting, Mortgage Modification, Mortgage Data, Whole Loans, Secondary Market, Mortgage Lending, Financial Projection, Compliance, Data Integration, Derivatives, Collateral Analysis, Stress Testing, Forecasting, Credit, Loans, Banking, Financial Institutions, Securities, Analytics, MBS, Finance, Financial Structuring, Credit Risk, Analysis, Structured Finance, Loan Servicing, Mortgage Servicing, Fixed Income, Loan Origination, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Valuation, Structured Products, Underwriting, Due Diligence, Asset Management, ABS
Education
Cornell University 1979 — 1983
Bachelor of Arts (B.A.), Mathematics
St. Francis de Sales HS 1975 — 1979
H.S. Diploma
Doral Bank September 2014 - March 2015
Doral Recovery May 2013 - August 2014
Freddie Mac, Making Home Affordable - Compliance Division (MHA-C) February 2010 - April 2013
CoreLogic, formerly known as LoanPerformance February 2004 - January 2010
Santiago Consulting, Inc. (Part 1) April 1989 - January 2004
Santiago Consulting, Inc. (Part 2) April 1989 - January 2004
Goldman Sachs 1986 - 1989
Lehman Brothers 1985 - 1986
Merrill Lynch 1983 - 1985
Skills
Risk Management, Financial Risk, Securitization, Mortgage Analytics, Executive Management, Loss Mitigation, Financial Modeling, Financial Regulation, HAMP, Fraud Detection, Consulting, Mortgage Modification, Mortgage Data, Whole Loans, Secondary Market, Mortgage Lending, Financial Projection, Compliance, Data Integration, Derivatives, Collateral Analysis, Stress Testing, Forecasting, Credit, Loans, Banking, Financial Institutions, Securities, Analytics, MBS, Finance, Financial Structuring, Credit Risk, Analysis, Structured Finance, Loan Servicing, Mortgage Servicing, Fixed Income, Loan Origination, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Valuation, Structured Products, Underwriting, Due Diligence, Asset Management, ABS
Education
Cornell University 1979 — 1983
Bachelor of Arts (B.A.), Mathematics
St. Francis de Sales HS 1975 — 1979
H.S. Diploma
Natalie Hong Natalie Hong's Lehman Brothers Experience 2006 - 2009
Job Senior Investment Manager at KIC
Industry Real Estate
Experience
Korea Investment Corporation May 2015 - Present
Tishman Speyer September 2013 - January 2015
PIA (ex-Lehman Brothers team) 2009 - 2010
Lehman Brothers 2006 - 2009
Skills
Investments, Financial Modeling, Investment Banking, Valuation, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis, Asset Management, Commercial Real Estate
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Northwestern University School of Law 2010 — 2013
J.D., Law
Cornell University
B.S., Hotel Administration
Korea Investment Corporation May 2015 - Present
Tishman Speyer September 2013 - January 2015
PIA (ex-Lehman Brothers team) 2009 - 2010
Lehman Brothers 2006 - 2009
Skills
Investments, Financial Modeling, Investment Banking, Valuation, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis, Asset Management, Commercial Real Estate
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
Northwestern University School of Law 2010 — 2013
J.D., Law
Cornell University
B.S., Hotel Administration
Patrick Mace Patrick Mace's Lehman Brothers Experience August 2012 - March 2014
Job Managing Director at Silverwest Hotels
Industry Hospitality
Experience
Silverwest Hotels April 2015 - Present
Sabbia Advisors April 2014 - March 2015
Lehman Brothers August 2012 - March 2014
Alvarez & Marsal February 2010 - July 2012
Luggage Concierge January 2005 - December 2005
Skills
Financial Modeling, Business Strategy, Competitive Analysis, Valuation, Marketing Strategy, Strategic Planning, Due Diligence, Strategy, Financial Analysis, Market Analysis, Cross-functional Team..., Analytics, Market Research, Management Consulting, Mergers, Business Planning, Product Management, Segmentation, Business Development, Acquisition Integration
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Entreprenuership & Private Equity
Cornell University 1997 — 2001
BS, School of Hotel Administration
Silverwest Hotels April 2015 - Present
Sabbia Advisors April 2014 - March 2015
Lehman Brothers August 2012 - March 2014
Alvarez & Marsal February 2010 - July 2012
Luggage Concierge January 2005 - December 2005
Skills
Financial Modeling, Business Strategy, Competitive Analysis, Valuation, Marketing Strategy, Strategic Planning, Due Diligence, Strategy, Financial Analysis, Market Analysis, Cross-functional Team..., Analytics, Market Research, Management Consulting, Mergers, Business Planning, Product Management, Segmentation, Business Development, Acquisition Integration
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Entreprenuership & Private Equity
Cornell University 1997 — 2001
BS, School of Hotel Administration
Joyce Polsenberg Joyce Polsenberg's Lehman Brothers Experience June 2004 - May 2008
Job Director of Marketing LifeWorks Restaurant Group, Business Dining at ARAMARK
Industry Hospitality
Experience
Aramark August 2015 - Present
Garces Restaurant Group March 2014 - October 2014
Small Luxury Hotels of the World November 2012 - March 2014
The Leading Hotels of the World January 2010 - November 2012
China Grill Management September 2009 - December 2009
OpenTable January 2009 - February 2009
Lehman Brothers June 2004 - May 2008
Skills
Marketing Strategy, Revenue Analysis, Hotels, Hospitality Management, Hospitality, Marketing, Food & Beverage, Business Development, Sales, Yield Management, Event Planning, Hotel Management, Event Management, Hospitality Industry, Strategy, Trade Shows, Resorts, Forecasting, Contract Negotiation, New Business Development, Budgets, Tourism
Education
Cornell University 2008 — 2009
Master of Management in Hospitality, MMH, Marketing and Revenue Management concentration
Georgetown University 2000 — 2004
Bachelor of Science, Finance, International Business
Aramark August 2015 - Present
Garces Restaurant Group March 2014 - October 2014
Small Luxury Hotels of the World November 2012 - March 2014
The Leading Hotels of the World January 2010 - November 2012
China Grill Management September 2009 - December 2009
OpenTable January 2009 - February 2009
Lehman Brothers June 2004 - May 2008
Skills
Marketing Strategy, Revenue Analysis, Hotels, Hospitality Management, Hospitality, Marketing, Food & Beverage, Business Development, Sales, Yield Management, Event Planning, Hotel Management, Event Management, Hospitality Industry, Strategy, Trade Shows, Resorts, Forecasting, Contract Negotiation, New Business Development, Budgets, Tourism
Education
Cornell University 2008 — 2009
Master of Management in Hospitality, MMH, Marketing and Revenue Management concentration
Georgetown University 2000 — 2004
Bachelor of Science, Finance, International Business
Howard Gutman Howard Gutman's Lehman Brothers Experience May 2006 - May 2007
Job Manager at Grant Thornton
Industry Management Consulting
Experience
Grant Thornton LLP 2015 - Present
Archstone Consulting February 2013 - 2015
Mitchell Madison Group February 2012 - January 2013
KPMG Advisory April 2008 - February 2012
PRTM 2007 - 2008
Lehman Brothers May 2006 - May 2007
Marsh 2004 - 2004
Skills
Strategy, Mergers, Financial Modeling, Due Diligence, Mergers & Acquisitions, Management Consulting, Acquisition Integration, Investments, Private Equity, Analysis, Market Entry, Corporate Finance, Business Transformation, Supply Chain Management, Management, Consulting, Business Strategy, Business Process..., Valuation, Financial Analysis
Education
Cornell University 2001 — 2005
BS, Labor Economics and International Relations
Grant Thornton LLP 2015 - Present
Archstone Consulting February 2013 - 2015
Mitchell Madison Group February 2012 - January 2013
KPMG Advisory April 2008 - February 2012
PRTM 2007 - 2008
Lehman Brothers May 2006 - May 2007
Marsh 2004 - 2004
Skills
Strategy, Mergers, Financial Modeling, Due Diligence, Mergers & Acquisitions, Management Consulting, Acquisition Integration, Investments, Private Equity, Analysis, Market Entry, Corporate Finance, Business Transformation, Supply Chain Management, Management, Consulting, Business Strategy, Business Process..., Valuation, Financial Analysis
Education
Cornell University 2001 — 2005
BS, Labor Economics and International Relations
Jonathan Martin Jonathan Martin's Lehman Brothers Experience January 2006 - December 2006
Job Partner at Hurricane Energy Group
Industry Financial Services
Experience
Hurricane Energy Group January 2007 - Present
Lehman Brothers January 2006 - December 2006
New York Mercantile Exchange September 1996 - December 2005
Cooper, Neff & Associates / BNP July 1990 - August 1996
Education
Cornell University 1986 — 1990
Bachelor of Science (B.S.)
Garden city high school
Hurricane Energy Group January 2007 - Present
Lehman Brothers January 2006 - December 2006
New York Mercantile Exchange September 1996 - December 2005
Cooper, Neff & Associates / BNP July 1990 - August 1996
Education
Cornell University 1986 — 1990
Bachelor of Science (B.S.)
Garden city high school
Jeff Starr Jeff Starr's Lehman Brothers Experience 2003 - 2005
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Credit Suisse 2007 - 2009
HSBC Securities 2005 - 2007
Lehman Brothers 2003 - 2005
Skills
Capital Markets, Valuation, Investment Banking, Equities, Fixed Income, Alternative Investments, Hedge Funds, Securities
Education
Cornell University 2001 — 2003
Master of Business Administration (M.B.A.)
McGill University 1992 — 1996
Bachelor of Commerce (BCom)
Charles Schwab March 2010 - Present
Credit Suisse 2007 - 2009
HSBC Securities 2005 - 2007
Lehman Brothers 2003 - 2005
Skills
Capital Markets, Valuation, Investment Banking, Equities, Fixed Income, Alternative Investments, Hedge Funds, Securities
Education
Cornell University 2001 — 2003
Master of Business Administration (M.B.A.)
McGill University 1992 — 1996
Bachelor of Commerce (BCom)
AMY FENG AMY FENG's Lehman Brothers Experience August 1998 - April 2001
Job Executive Vice President at The Abernathy MacGregor Group
Industry Public Relations and Communications
Experience
The Abernathy MacGregor Group August 2007 - Present
Valuation Research Corporation April 2006 - June 2007
JMP Securities April 2001 - December 2005
Lehman Brothers August 1998 - April 2001
Barnes International, Inc. June 1996 - May 1998
AlliedSignal, Inc. May 1993 - May 1996
Skills
Mergers, Investor Relations, Valuation, IPO, Equity Research, Finance, Management, Private Equity, Strategic Planning, Corporate Communications, Financial Analysis, Start-ups, Strategy, Marketing Strategy, Venture Capital, Strategic Partnerships
Education
Cornell University
A.B. with Distinction, Chemistry
Northwestern University - Kellogg School of Management
MBA, Finance, Organizational Behavior
The University of California - Berkeley
PhD, Chemistry
The Abernathy MacGregor Group August 2007 - Present
Valuation Research Corporation April 2006 - June 2007
JMP Securities April 2001 - December 2005
Lehman Brothers August 1998 - April 2001
Barnes International, Inc. June 1996 - May 1998
AlliedSignal, Inc. May 1993 - May 1996
Skills
Mergers, Investor Relations, Valuation, IPO, Equity Research, Finance, Management, Private Equity, Strategic Planning, Corporate Communications, Financial Analysis, Start-ups, Strategy, Marketing Strategy, Venture Capital, Strategic Partnerships
Education
Cornell University
A.B. with Distinction, Chemistry
Northwestern University - Kellogg School of Management
MBA, Finance, Organizational Behavior
The University of California - Berkeley
PhD, Chemistry
Elaine Estrada Elaine Estrada's Lehman Brothers Experience May 2007 - July 2007
Job Latin America & Caribbean Debt Capital Markets Associate at Scotiabank
Industry Capital Markets
Experience
Scotiabank August 2014 - Present
Credit Suisse July 2012 - August 2013
Credit Suisse December 2009 - June 2012
Barclays Capital July 2008 - July 2009
Lehman Brothers May 2007 - July 2007
Skills
Bloomberg, Financial Modeling, Investment Banking, Capital Markets, Fixed Income
Education
Cornell University 2004 — 2008
B.S., Applied Economics and Management
Scotiabank August 2014 - Present
Credit Suisse July 2012 - August 2013
Credit Suisse December 2009 - June 2012
Barclays Capital July 2008 - July 2009
Lehman Brothers May 2007 - July 2007
Skills
Bloomberg, Financial Modeling, Investment Banking, Capital Markets, Fixed Income
Education
Cornell University 2004 — 2008
B.S., Applied Economics and Management
Ashley Tisdale Ashley Tisdale's Lehman Brothers Experience 2007 - 2008
Job MBA Candidate at The University of Texas at Austin
Industry Financial Services
Experience
The University of Texas at Austin July 2015 - Present
Graphic Packaging International November 2014 - June 2015
CP Kelco October 2012 - October 2014
GE August 2011 - October 2012
General Electric July 2009 - August 2011
Lehman Brothers 2007 - 2008
Skills
Team Oriented, PowerPoint, Excel, Budgets, Management, Financial Modeling, Financial Analysis, Six Sigma, Cross-functional Team..., Process Improvement, Data Analysis, Corporate Finance, Valuation, Business Strategy, Forecasting, Strategic Planning, Strategic Financial..., Finance, Project Management, Business Development, Due Diligence, Mergers, Spanish, Microsoft Excel, Access, Analytics, Managerial Finance, Auditing, Market Research, Financial Planning
Education
The University of Texas at Austin 2015 — 2017
Master of Business Administration (MBA)
Cornell University 2005 — 2009
B.S., Applied Economics & Management
The University of Texas at Austin July 2015 - Present
Graphic Packaging International November 2014 - June 2015
CP Kelco October 2012 - October 2014
GE August 2011 - October 2012
General Electric July 2009 - August 2011
Lehman Brothers 2007 - 2008
Skills
Team Oriented, PowerPoint, Excel, Budgets, Management, Financial Modeling, Financial Analysis, Six Sigma, Cross-functional Team..., Process Improvement, Data Analysis, Corporate Finance, Valuation, Business Strategy, Forecasting, Strategic Planning, Strategic Financial..., Finance, Project Management, Business Development, Due Diligence, Mergers, Spanish, Microsoft Excel, Access, Analytics, Managerial Finance, Auditing, Market Research, Financial Planning
Education
The University of Texas at Austin 2015 — 2017
Master of Business Administration (MBA)
Cornell University 2005 — 2009
B.S., Applied Economics & Management
James Michalove's Lehman Brothers Experience May 2008 - August 2008
Job Associate at SteepRock Capital LLC
Industry Real Estate
Experience
SteepRock Capital LLC October 2014 - Present
Eastdil Secured November 2010 - Present
Barclays Capital June 2009 - September 2010
Lehman Brothers May 2008 - August 2008
Skills
Valuation, Financial Modeling, Real Estate Economics, Asset Management, Capital Markets, Investment Banking, Investments, Private Equity, Acquisitions, Due Diligence, Argus Modeling, Bloomberg, Structured Finance, CMBS
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Real Estate
Cornell University 2005 — 2009
Bachelor of Science, Undergraduate Minor in Real Estate
SteepRock Capital LLC October 2014 - Present
Eastdil Secured November 2010 - Present
Barclays Capital June 2009 - September 2010
Lehman Brothers May 2008 - August 2008
Skills
Valuation, Financial Modeling, Real Estate Economics, Asset Management, Capital Markets, Investment Banking, Investments, Private Equity, Acquisitions, Due Diligence, Argus Modeling, Bloomberg, Structured Finance, CMBS
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Real Estate
Cornell University 2005 — 2009
Bachelor of Science, Undergraduate Minor in Real Estate
Kevin R. Keane Kevin R. Keane's Lehman Brothers Experience 1998 - 2000
Job Experienced Quant Trader / Manager
Industry Financial Services
Experience
Maple Securities USA Inc March 2006 - Present
Thor Trading LLC 2000 - 2006
Lehman Brothers 1998 - 2000
Goldman Sachs 1993 - 1998
Skills
Equities, Proprietary Trading, Derivatives, Trading Systems, Equity Derivatives, Hedge Funds, Options, Quantitative Investing, Trading, High Frequency Trading, Electronic Trading, Trading Strategies, Equity Trading, Quantitative Finance, Fixed Income
Education
State University of New York at Buffalo 2008 — 2015
PhD, Computer Science & Engineering
New York University - Leonard N. Stern School of Business 1986 — 1993
MS, Statistics & Operations Research
Cornell University 1979 — 1984
BS, Operations Research / Industrial Engineering
Cornell University 1979 — 1984
BA, Economics
Maple Securities USA Inc March 2006 - Present
Thor Trading LLC 2000 - 2006
Lehman Brothers 1998 - 2000
Goldman Sachs 1993 - 1998
Skills
Equities, Proprietary Trading, Derivatives, Trading Systems, Equity Derivatives, Hedge Funds, Options, Quantitative Investing, Trading, High Frequency Trading, Electronic Trading, Trading Strategies, Equity Trading, Quantitative Finance, Fixed Income
Education
State University of New York at Buffalo 2008 — 2015
PhD, Computer Science & Engineering
New York University - Leonard N. Stern School of Business 1986 — 1993
MS, Statistics & Operations Research
Cornell University 1979 — 1984
BS, Operations Research / Industrial Engineering
Cornell University 1979 — 1984
BA, Economics
Brian Lupo Brian Lupo's Lehman Brothers Experience November 2007 - October 2008
Job Business Analyst at Rule Financial
Industry Banking
Experience
Rule Financial July 2013 - November 2013
Wells Fargo Securities, LLC November 2011 - July 2013
ALaS Consulting, LLC August 2010 - March 2011
Standard and Poor's Corporation June 2010 - July 2010
UBS Investment Bank April 2010 - June 2010
Standard and Poors Corporation October 2008 - March 2009
Lehman Brothers November 2007 - October 2008
NIBC Credit Management, Inc. August 2006 - August 2007
Financial Security Assurance Inc. February 2004 - August 2006
Standard and Poors Corporation November 1999 - February 2004
Skills
Fixed Income, Capital Markets, Equities, Series 24
Education
Baruch College, Zicklin School of Business 2006 — 2013
MBA, Finance and Investments
Cornell University 1995 — 1999
B.S., Microbiology
Rule Financial July 2013 - November 2013
Wells Fargo Securities, LLC November 2011 - July 2013
ALaS Consulting, LLC August 2010 - March 2011
Standard and Poor's Corporation June 2010 - July 2010
UBS Investment Bank April 2010 - June 2010
Standard and Poors Corporation October 2008 - March 2009
Lehman Brothers November 2007 - October 2008
NIBC Credit Management, Inc. August 2006 - August 2007
Financial Security Assurance Inc. February 2004 - August 2006
Standard and Poors Corporation November 1999 - February 2004
Skills
Fixed Income, Capital Markets, Equities, Series 24
Education
Baruch College, Zicklin School of Business 2006 — 2013
MBA, Finance and Investments
Cornell University 1995 — 1999
B.S., Microbiology
Christopher Joseph Christopher Joseph's Lehman Brothers Experience July 2005 - December 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs July 2011 - December 2014
Goldman Sachs June 2010 - August 2010
Lehman Brothers July 2005 - December 2008
Lehman Brothers June 2003 - June 2005
Lehman Brothers June 2002 - August 2002
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Majors in Finance, Accounting, and Management
Cornell University 1999 — 2003
BA, Economics
The Governor's School 1995 — 1999
Goldman Sachs January 2015 - Present
Goldman Sachs July 2011 - December 2014
Goldman Sachs June 2010 - August 2010
Lehman Brothers July 2005 - December 2008
Lehman Brothers June 2003 - June 2005
Lehman Brothers June 2002 - August 2002
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Majors in Finance, Accounting, and Management
Cornell University 1999 — 2003
BA, Economics
The Governor's School 1995 — 1999
Joseph Stein Joseph Stein's Lehman Brothers Experience 1998 - 2000
Job Quantitative Research Analyst at Grantham, Mayo, Van Otterloo LLC
Industry Investment Management
Experience
Grantham, Mayo, Van Otterloo LLC 2009 - Present
Grantham, Mayo, Van Otterloo LLC 2003 - 2009
Putnam Investments 2000 - 2003
Lehman Brothers 1998 - 2000
Skills
Equities, Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Bloomberg, Financial Modeling, Alternative Investments, Equity Research, Equity Valuation, Financial Engineering, Quantitative Analytics, Quantitative Finance, Risk Arbitrage, MATLAB, SQL, R, Python
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Cornell University 1996 — 1998
MEng, Operations Research
Wesleyan University 1990 — 1994
BA (Honors), Chemistry, Environmental Science, Magna Cum Laude
Grantham, Mayo, Van Otterloo LLC 2009 - Present
Grantham, Mayo, Van Otterloo LLC 2003 - 2009
Putnam Investments 2000 - 2003
Lehman Brothers 1998 - 2000
Skills
Equities, Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Bloomberg, Financial Modeling, Alternative Investments, Equity Research, Equity Valuation, Financial Engineering, Quantitative Analytics, Quantitative Finance, Risk Arbitrage, MATLAB, SQL, R, Python
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Cornell University 1996 — 1998
MEng, Operations Research
Wesleyan University 1990 — 1994
BA (Honors), Chemistry, Environmental Science, Magna Cum Laude
Blair Habig's Lehman Brothers Experience July 1996 - May 1999
Job Global Tools and Projects at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2005 - Present
Deutsche Bank April 2004 - July 2005
Deutsche Bank April 2002 - April 2004
Deutsche Bank May 1999 - April 2002
Lehman Brothers July 1996 - May 1999
CGI Systems, Inc. 1996 - 1998
Skills
Project Management, Servers, Windows Server, Infrastructure, Networking, Risk Management, Active Directory, Integration, System Administration, Governance, Vendor Management, IT Strategy, Unix, High Availability, Change Management, Databases, Software Development, Management, Trading Systems, Technical Support
Education
Cornell University 1990 — 1994
BA with Honors, Anthropology and Human Biology
Deutsche Bank July 2005 - Present
Deutsche Bank April 2004 - July 2005
Deutsche Bank April 2002 - April 2004
Deutsche Bank May 1999 - April 2002
Lehman Brothers July 1996 - May 1999
CGI Systems, Inc. 1996 - 1998
Skills
Project Management, Servers, Windows Server, Infrastructure, Networking, Risk Management, Active Directory, Integration, System Administration, Governance, Vendor Management, IT Strategy, Unix, High Availability, Change Management, Databases, Software Development, Management, Trading Systems, Technical Support
Education
Cornell University 1990 — 1994
BA with Honors, Anthropology and Human Biology
Michael Jeun's Lehman Brothers Experience February 2007 - July 2008
Job LendAmend
Industry Financial Services
Experience
LendAmend LLC November 2012 - Present
Farmers Insurance September 2011 - March 2012
Lehman Brothers February 2007 - July 2008
Deloitte April 2004 - January 2007
COLUMBIA HOUSE COMPANY July 2002 - April 2004
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2009 — 2011
M.B.A
Cornell University
M.Eng, Operations Research and Industrial Engineering
Cornell University 1997 — 2001
B.Sc, Operations Research and Industrial Engineering
LendAmend LLC November 2012 - Present
Farmers Insurance September 2011 - March 2012
Lehman Brothers February 2007 - July 2008
Deloitte April 2004 - January 2007
COLUMBIA HOUSE COMPANY July 2002 - April 2004
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2009 — 2011
M.B.A
Cornell University
M.Eng, Operations Research and Industrial Engineering
Cornell University 1997 — 2001
B.Sc, Operations Research and Industrial Engineering
Adam Cohen's Lehman Brothers Experience March 2008 - September 2008
Job Managing Director, Global Head of Institutional Sales, Prime Services
Industry Investment Banking
Experience
Société Générale November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers March 2008 - September 2008
UBS March 2004 - March 2008
Goldman Sachs April 1999 - March 2004
goldman 1999 - 2004
Skills
Prime Brokerage, Capital Markets, Electronic Trading, Futures, Equities, Derivatives, Fixed Income, Clearing, Trading, ETFs, Equity Derivatives, FX Options, Middle Office, Swaps, Market Data, Commodity, Financial Markets, Hedge Funds
Education
Cornell University 1990 — 1993
Bachelor of Science (B.S.), Human Development and Family Studies, General
Stuyvesant
Mathematics and Computer Science
Société Générale November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers March 2008 - September 2008
UBS March 2004 - March 2008
Goldman Sachs April 1999 - March 2004
goldman 1999 - 2004
Skills
Prime Brokerage, Capital Markets, Electronic Trading, Futures, Equities, Derivatives, Fixed Income, Clearing, Trading, ETFs, Equity Derivatives, FX Options, Middle Office, Swaps, Market Data, Commodity, Financial Markets, Hedge Funds
Education
Cornell University 1990 — 1993
Bachelor of Science (B.S.), Human Development and Family Studies, General
Stuyvesant
Mathematics and Computer Science
Adam Sappern's Lehman Brothers Experience 1991 - 1993
Job Permaculture Activist and Hedge Fund Consultant
Industry Farming
Experience
Maplesap Farms April 2015 - Present
Horizon Asset International March 2013 - March 2015
Horizon Asset Ltd 2006 - March 2015
Westport Volunteer EMS 1999 - 2008
Donald Sappern & Company 2003 - 2006
Horizon Asset Ltd 2001 - 2003
Instinet Corporation 2000 - 2001
Banco Santander 1995 - 1998
Salomon Brothers 1994 - 1995
Lehman Brothers 1991 - 1993
Skills
Derivatives, Equities, Hedge Funds, Asset Management, Asset Managment, Fixed Income, Alternative Investments, Trading, Portfolio Management, Bloomberg, Investment Banking, Emerging Markets, Risk Management, Capital Markets, FX Options, Financial Markets, Options, Trading Systems, Bonds, Valuation, Credit Derivatives, Investments, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance / Decision Sciences
Cornell University 1979 — 1983
BS, Engineering - ORIE
Maplesap Farms April 2015 - Present
Horizon Asset International March 2013 - March 2015
Horizon Asset Ltd 2006 - March 2015
Westport Volunteer EMS 1999 - 2008
Donald Sappern & Company 2003 - 2006
Horizon Asset Ltd 2001 - 2003
Instinet Corporation 2000 - 2001
Banco Santander 1995 - 1998
Salomon Brothers 1994 - 1995
Lehman Brothers 1991 - 1993
Skills
Derivatives, Equities, Hedge Funds, Asset Management, Asset Managment, Fixed Income, Alternative Investments, Trading, Portfolio Management, Bloomberg, Investment Banking, Emerging Markets, Risk Management, Capital Markets, FX Options, Financial Markets, Options, Trading Systems, Bonds, Valuation, Credit Derivatives, Investments, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance / Decision Sciences
Cornell University 1979 — 1983
BS, Engineering - ORIE
Jergent Kabashi's Lehman Brothers Experience 2007 - 2008
Job Asset Securitization Group at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey Summer AnalystHildene Capital Management2011 - 2011
FSVC-Albania 2009 - 2010
Lehman Brothers 2007 - 2008
Barclays Capital 2006 - 2007
RBS Greenwich Capital 2003 - 2006
Education
Duke University 2010 — 2012
MBA
Cornell University 1999 — 2003
SunTrust Robinson Humphrey Summer AnalystHildene Capital Management2011 - 2011
FSVC-Albania 2009 - 2010
Lehman Brothers 2007 - 2008
Barclays Capital 2006 - 2007
RBS Greenwich Capital 2003 - 2006
Education
Duke University 2010 — 2012
MBA
Cornell University 1999 — 2003
Matt Cirino's Lehman Brothers Experience March 1993 - February 1997
Job Managing Director at Societe Generale
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB April 2014 - Present
Chopper Trading July 2010 - April 2014
State Street Corporation July 2008 - July 2010
Fannie Mae May 2005 - July 2008
Barclays Capital September 2002 - April 2005
Credit Suisse First Boston February 1997 - September 2002
Lehman Brothers March 1993 - February 1997
Prudential Securities May 1991 - March 1993
Skills
Derivatives, High Frequency Trading, Electronic Trading, FX Options, Trading Systems, Financial Markets, Quantitative Analytics, Quantitative Finance, Hedge Funds, Fixed Income, Financial Risk, Options, Trading, Equity Derivatives, Capital Markets, Market Data, Equities, Hedging, Interest Rate..., Proprietary Trading, Commodity, Low Latency
Education
New York University 1986 — 1992
Ph.D., Physics
Stony Brook University 1985 — 1986
M.S., Applied Mathematics
Cornell University 1979 — 1983
B.S., Engineering Physics
Societe Generale Corporate and Investment Banking - SGCIB April 2014 - Present
Chopper Trading July 2010 - April 2014
State Street Corporation July 2008 - July 2010
Fannie Mae May 2005 - July 2008
Barclays Capital September 2002 - April 2005
Credit Suisse First Boston February 1997 - September 2002
Lehman Brothers March 1993 - February 1997
Prudential Securities May 1991 - March 1993
Skills
Derivatives, High Frequency Trading, Electronic Trading, FX Options, Trading Systems, Financial Markets, Quantitative Analytics, Quantitative Finance, Hedge Funds, Fixed Income, Financial Risk, Options, Trading, Equity Derivatives, Capital Markets, Market Data, Equities, Hedging, Interest Rate..., Proprietary Trading, Commodity, Low Latency
Education
New York University 1986 — 1992
Ph.D., Physics
Stony Brook University 1985 — 1986
M.S., Applied Mathematics
Cornell University 1979 — 1983
B.S., Engineering Physics
Enoch Chu, CFA, CAIA's Lehman Brothers Experience July 2006 - October 2008
Job Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman June 2015 - Present
AXA Investment Managers September 2012 - Present
WCAS Fraser Sullivan Investment Management September 2011 - July 2012
Lehman Brothers Holdings Inc. December 2008 - September 2011
Lehman Brothers July 2006 - October 2008
Skills
Asset Management, Financial Modeling, Research, Valuation, Excel, Fixed Income, Financial Analysis, Portfolio Management
Education
Cornell University 2002 — 2006
B.A., Government, Economics, Asian Studies
Brown Brothers Harriman June 2015 - Present
AXA Investment Managers September 2012 - Present
WCAS Fraser Sullivan Investment Management September 2011 - July 2012
Lehman Brothers Holdings Inc. December 2008 - September 2011
Lehman Brothers July 2006 - October 2008
Skills
Asset Management, Financial Modeling, Research, Valuation, Excel, Fixed Income, Financial Analysis, Portfolio Management
Education
Cornell University 2002 — 2006
B.A., Government, Economics, Asian Studies
Michael Zito's Lehman Brothers Experience June 2001 - September 2008
Job Senior Real Estate Investment Professional
Industry Real Estate
Experience
Partners Group December 2010 - March 2015
Center Street Capital Partners November 2008 - December 2010
Lehman Brothers June 2001 - September 2008
Skills
Real Estate Economics, Real Estate, Private Equity, Asset Management, Due Diligence, Valuation, Capital Markets, Mezzanine, Financial Structuring, Investments, Financial Modeling, Corporate Finance, Real Estate Transactions, Joint Ventures, Disposition, Structured Finance, Real Estate Private..., Corporate Development, CMBS, Equities, Loans, Portfolio Management, Fixed Income, Real Estate Financing, Alternative Investments, Investment Properties, Finance, Securitization, Commercial Real Estate, Emerging Markets, Acquisitions, Investment Banking, Real Estate Development, Investment Management, Financial Analysis, Restructuring
Education
Cornell University 1997 — 2001
Bachelor of Science, Industrial and Labor Relations
Partners Group December 2010 - March 2015
Center Street Capital Partners November 2008 - December 2010
Lehman Brothers June 2001 - September 2008
Skills
Real Estate Economics, Real Estate, Private Equity, Asset Management, Due Diligence, Valuation, Capital Markets, Mezzanine, Financial Structuring, Investments, Financial Modeling, Corporate Finance, Real Estate Transactions, Joint Ventures, Disposition, Structured Finance, Real Estate Private..., Corporate Development, CMBS, Equities, Loans, Portfolio Management, Fixed Income, Real Estate Financing, Alternative Investments, Investment Properties, Finance, Securitization, Commercial Real Estate, Emerging Markets, Acquisitions, Investment Banking, Real Estate Development, Investment Management, Financial Analysis, Restructuring
Education
Cornell University 1997 — 2001
Bachelor of Science, Industrial and Labor Relations
Beth Putnam's Lehman Brothers Experience 2001 - 2007
Job Nutrition and Wellness Consultant
Industry Health, Wellness and Fitness
Experience
University of Phoenix July 2010 - Present
Hangzhou International School June 2011 - June 2013
Eisenhower School Dubuque, Iowa 2009 - 2010
BNC Mortgage 2001 - 2007
Lehman Brothers 2001 - 2007
BNC MORTGAGE/LEHMAN BROTHERS2006 2001 - 2007
Ownit Mortgage Solutions 2005 - 2006
Skills
Leadership, Management, Public Speaking, Loans, Underwriting, Educational Technology
Education
Cornell University 2013 — 2014
Certificate in Nutrition Studies, Whole Food, Plant-based Nutrition
University of Phoenix 2008 — 2010
Masters, Education
Iowa State University - College of Business 1987 — 1991
BA, Marketing
University of Phoenix July 2010 - Present
Hangzhou International School June 2011 - June 2013
Eisenhower School Dubuque, Iowa 2009 - 2010
BNC Mortgage 2001 - 2007
Lehman Brothers 2001 - 2007
BNC MORTGAGE/LEHMAN BROTHERS2006 2001 - 2007
Ownit Mortgage Solutions 2005 - 2006
Skills
Leadership, Management, Public Speaking, Loans, Underwriting, Educational Technology
Education
Cornell University 2013 — 2014
Certificate in Nutrition Studies, Whole Food, Plant-based Nutrition
University of Phoenix 2008 — 2010
Masters, Education
Iowa State University - College of Business 1987 — 1991
BA, Marketing
Christopher Flippo's Lehman Brothers Experience April 2004 - September 2008
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers April 2004 - September 2008
Kraft, Kennedy & Lesser July 2000 - April 2004
Skills
Trading Systems, Electronic Trading, Equity Derivatives, Bloomberg, Derivatives, Equities, Fixed Income, Capital Markets, Hedge Funds, Market Data, Options, Trading
Education
Cornell University 1997 — 2000
BS, Mechanical Engineering /PreMed
Stow Munroe Falls High School 1994 — 1997
Nomura Securities April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers April 2004 - September 2008
Kraft, Kennedy & Lesser July 2000 - April 2004
Skills
Trading Systems, Electronic Trading, Equity Derivatives, Bloomberg, Derivatives, Equities, Fixed Income, Capital Markets, Hedge Funds, Market Data, Options, Trading
Education
Cornell University 1997 — 2000
BS, Mechanical Engineering /PreMed
Stow Munroe Falls High School 1994 — 1997
Caesar Castroverde's Lehman Brothers Experience March 1992 - October 1994
Job
Industry Financial Services
Experience
Mason Street Advisors ( A Northwestern Mutual Life Company) October 2005 - Present
Deerfield Capital Management April 2001 - September 2005
Zurich Scudder Investments July 1999 - March 2001
Citicorp January 1996 - February 1999
Korea Exchange Bank (Hong Kong) March 1995 - December 1995
Lehman Brothers March 1992 - October 1994
Skills
Fixed Income, Derivatives, Portfolio Management, FX Options, Emerging Markets, Investments, Trading, Hedge Funds, Alternative Investments, Series 7, Equities, Securities, CDO, Bonds, Options, Bloomberg, Asset Allocation, Valuation, Asset Management, Investment Management, Investment Strategies, Corporate Finance, MBS, High Yield, ETFs, Capital Markets, Asset Managment, Structured Products
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
MSc.
Cornell University 1982 — 1986
A.B.
Mason Street Advisors ( A Northwestern Mutual Life Company) October 2005 - Present
Deerfield Capital Management April 2001 - September 2005
Zurich Scudder Investments July 1999 - March 2001
Citicorp January 1996 - February 1999
Korea Exchange Bank (Hong Kong) March 1995 - December 1995
Lehman Brothers March 1992 - October 1994
Skills
Fixed Income, Derivatives, Portfolio Management, FX Options, Emerging Markets, Investments, Trading, Hedge Funds, Alternative Investments, Series 7, Equities, Securities, CDO, Bonds, Options, Bloomberg, Asset Allocation, Valuation, Asset Management, Investment Management, Investment Strategies, Corporate Finance, MBS, High Yield, ETFs, Capital Markets, Asset Managment, Structured Products
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
MSc.
Cornell University 1982 — 1986
A.B.
Matthew Davis's Lehman Brothers Experience June 2008 - August 2008
Job Brand Manager at RB
Industry Consumer Goods
Experience
RB May 2015 - Present
RB April 2014 - May 2015
RB July 2011 - April 2014
RB May 2010 - June 2011
RB June 2009 - May 2010
Lehman Brothers June 2008 - August 2008
Skills
Personal Care, Consumer Products, Customer Insight, FMCG, Shopper Marketing, Brand Management
Education
Cornell University
BS, Applied Economics and Management
The Hong Kong Polytechnic University
RB May 2015 - Present
RB April 2014 - May 2015
RB July 2011 - April 2014
RB May 2010 - June 2011
RB June 2009 - May 2010
Lehman Brothers June 2008 - August 2008
Skills
Personal Care, Consumer Products, Customer Insight, FMCG, Shopper Marketing, Brand Management
Education
Cornell University
BS, Applied Economics and Management
The Hong Kong Polytechnic University
Marisa Lizak's Lehman Brothers Experience July 2003 - June 2004
Job SVP & Head of Underwriting
Industry Commercial Real Estate
Experience
Starwood Capital Group October 2010 - Present
Coastal Capital Real Estate Advisors July 2009 - October 2010
Kibel Green; Prescient, Inc. January 2009 - July 2009
Countrywide Commercial Real Estate Finance July 2004 - September 2008
Lehman Brothers July 2003 - June 2004
Lehman Brothers July 2001 - June 2003
Skills
Financial Structuring, Portfolio Management, Underwriting, Due Diligence, Valuation, Financial Modeling, Real Estate Economics, Asset Management, Real Estate, Investment Banking, Investments, Financial Analysis, Credit Risk, Real Estate Financing, Commercial Real Estate, Capital Markets, Mergers & Acquisitions, Real Estate Transactions, Finance, Investment Properties
Education
Cornell University
BS, Hotel Administration
Starwood Capital Group October 2010 - Present
Coastal Capital Real Estate Advisors July 2009 - October 2010
Kibel Green; Prescient, Inc. January 2009 - July 2009
Countrywide Commercial Real Estate Finance July 2004 - September 2008
Lehman Brothers July 2003 - June 2004
Lehman Brothers July 2001 - June 2003
Skills
Financial Structuring, Portfolio Management, Underwriting, Due Diligence, Valuation, Financial Modeling, Real Estate Economics, Asset Management, Real Estate, Investment Banking, Investments, Financial Analysis, Credit Risk, Real Estate Financing, Commercial Real Estate, Capital Markets, Mergers & Acquisitions, Real Estate Transactions, Finance, Investment Properties
Education
Cornell University
BS, Hotel Administration
Ban Ang's Lehman Brothers Experience 1991 - 1995
Job Software Analyst at Highbridge Capital Management
Industry Financial Services
Experience
Highbridge Capital Management Senior Systems AnalystOaktree Capital Management2001 - 2005
American Express 1998 - 2001
Lehman Brothers 1991 - 1995
Skills
C#, PL/SQL, SQL Server, SQL, XML, JavaScript, Linux, HTML, Equities, Derivatives, Risk Management, Microsoft Office, Excel, .NET, Visual Basic, Unix, Databases, Business Analysis, VBA, Word, PowerPoint, Shell Scripting, Hedge Funds Experience, ASP.NET MVC, Microsoft Excel, Hedge Funds, Business Intelligence, Microsoft SQL Server, MySQL, Project Management, Process Improvement, Oracle, Database Design, Perl, Trading Systems, Intuitiveness
Education
Cornell University 1973 — 1977
Technical Institute, Penang
Highbridge Capital Management Senior Systems AnalystOaktree Capital Management2001 - 2005
American Express 1998 - 2001
Lehman Brothers 1991 - 1995
Skills
C#, PL/SQL, SQL Server, SQL, XML, JavaScript, Linux, HTML, Equities, Derivatives, Risk Management, Microsoft Office, Excel, .NET, Visual Basic, Unix, Databases, Business Analysis, VBA, Word, PowerPoint, Shell Scripting, Hedge Funds Experience, ASP.NET MVC, Microsoft Excel, Hedge Funds, Business Intelligence, Microsoft SQL Server, MySQL, Project Management, Process Improvement, Oracle, Database Design, Perl, Trading Systems, Intuitiveness
Education
Cornell University 1973 — 1977
Technical Institute, Penang
John McCray-Goldsmith's Lehman Brothers Experience July 1998 - September 2008
Job Investment Banking: Public Finance
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 1998 - September 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1997
Master of Business Administration (MBA)
University of the West Indies 1995 — 1995
Calculus
Universidad Nacional Autónoma de México 1988 — 1988
Spanish
University of California, Berkeley, College of College of Environmental Design 1985 — 1987
Master, City and Regional Planning
Cornell University 1978 — 1982
Bachelor of Arts, Government
McPherson High School
Barclays Capital September 2008 - Present
Lehman Brothers July 1998 - September 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1997
Master of Business Administration (MBA)
University of the West Indies 1995 — 1995
Calculus
Universidad Nacional Autónoma de México 1988 — 1988
Spanish
University of California, Berkeley, College of College of Environmental Design 1985 — 1987
Master, City and Regional Planning
Cornell University 1978 — 1982
Bachelor of Arts, Government
McPherson High School
Marijane Zona's Lehman Brothers Experience May 2007 - September 2008
Job Director Americas Head Fixed Income Human Resources at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
Credit Suisse February 2011 - Present
Credit Suisse August 2009 - May 2011
Barclays Capital September 2008 - August 2009
Lehman Brothers May 2007 - September 2008
HSBC March 2004 - May 2007
JPMorgan Chase May 2002 - March 2004
Morgan Stanley February 1988 - May 1995
Education
Cornell University 1979 — 1983
BS, Industrial Relations
Credit Suisse April 2013 - Present
Credit Suisse February 2011 - Present
Credit Suisse August 2009 - May 2011
Barclays Capital September 2008 - August 2009
Lehman Brothers May 2007 - September 2008
HSBC March 2004 - May 2007
JPMorgan Chase May 2002 - March 2004
Morgan Stanley February 1988 - May 1995
Education
Cornell University 1979 — 1983
BS, Industrial Relations
Andrew Goncalves's Lehman Brothers Experience July 2001 - March 2008
Job Vice President at Credit Suisse
Industry Human Resources
Experience
Credit Suisse September 2011 - Present
Bloomberg January 2010 - September 2011
Goldman Sachs August 2009 - January 2010
AIG April 2008 - July 2009
Lehman Brothers July 2001 - March 2008
Ingersoll Rand 2000 - 2001
Education
Cornell University 1995 — 1999
B.S., Industrial & Labor Relations
Credit Suisse September 2011 - Present
Bloomberg January 2010 - September 2011
Goldman Sachs August 2009 - January 2010
AIG April 2008 - July 2009
Lehman Brothers July 2001 - March 2008
Ingersoll Rand 2000 - 2001
Education
Cornell University 1995 — 1999
B.S., Industrial & Labor Relations
Mario Kontomerkos's Lehman Brothers Experience 2001 - 2005
Job Chief Financial Officer at Mohegan Tribal Gaming Authority
Industry Recreational Facilities and Services
Experience
Mohegan Tribal Gaming Authority September 2011 - Present
Penn National Gaming March 2010 - July 2011
Magnetar Capital August 2007 - May 2009
JPMorgan 2005 - 2007
Lehman Brothers 2001 - 2005
PricewaterhouseCoopers 1998 - 2001
Education
Cornell University 1994 — 1998
Mohegan Tribal Gaming Authority September 2011 - Present
Penn National Gaming March 2010 - July 2011
Magnetar Capital August 2007 - May 2009
JPMorgan 2005 - 2007
Lehman Brothers 2001 - 2005
PricewaterhouseCoopers 1998 - 2001
Education
Cornell University 1994 — 1998
Hiroaki Oyaizu's Lehman Brothers Experience August 2008 - October 2008
Job Vice President at Nomura
Industry Financial Services
Experience
Nomura April 2012 - Present
Nomura Securities October 2008 - June 2012
Lehman Brothers August 2008 - October 2008
Skills
Derivatives, Quantitative Finance
Education
The University of Chicago 2002 — 2008
PhD, Astronomy and Astrophysics
Cornell University 1998 — 2002
BA, Physics
Nomura April 2012 - Present
Nomura Securities October 2008 - June 2012
Lehman Brothers August 2008 - October 2008
Skills
Derivatives, Quantitative Finance
Education
The University of Chicago 2002 — 2008
PhD, Astronomy and Astrophysics
Cornell University 1998 — 2002
BA, Physics
Parant, Daniel's Lehman Brothers Experience 2005 - 2008
Job Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2008 - Present
Lehman Brothers 2005 - 2008
Education
Cornell University 2000 — 2004
B.S., Applied Economics and Management
Neuberger Berman December 2008 - Present
Lehman Brothers 2005 - 2008
Education
Cornell University 2000 — 2004
B.S., Applied Economics and Management
Andrew Salzman's Lehman Brothers Experience August 2007 - October 2008
Job Planner Men's Tommy Hilfiger, Nautica, Tommy Bahama, and Barbour, Macy's
Industry Retail
Experience
Macy's February 2015 - Present
Macy's August 2014 - February 2015
Macy's January 2013 - August 2014
Macys December 2010 - January 2013
Macy's April 2009 - December 2010
Macy's 2008 - April 2009
Lehman Brothers August 2007 - October 2008
Skills
Merchandising, Replenishment, Vendor Relations, Retail, Inventory Management
Education
Cornell University 2003 — 2007
BS, Applied Economics and Management
Macy's February 2015 - Present
Macy's August 2014 - February 2015
Macy's January 2013 - August 2014
Macys December 2010 - January 2013
Macy's April 2009 - December 2010
Macy's 2008 - April 2009
Lehman Brothers August 2007 - October 2008
Skills
Merchandising, Replenishment, Vendor Relations, Retail, Inventory Management
Education
Cornell University 2003 — 2007
BS, Applied Economics and Management
Lauren Cho's Lehman Brothers Experience 2006 - 2008
Job Finance Director at PSL Group
Industry Education Management
Experience
PSL Group 2012 - Present
The Mandell School 2012 - 2012
EdisonLearning 2009 - 2012
Sitt Asset Management 2008 - 2009
Lehman Brothers 2006 - 2008
Prudential Real Estate Investors (PREI) 2004 - 2006
Skills
Financial Modeling, Budgets, Strategic Planning, Business Analysis, Financial Accounting, Microsoft Excel, Education management, Excel Modeling
Education
Penn State University 2009 — 2011
MBA, EMBA, Smeal College of Business
Cornell University 2000 — 2004
Bachelor of Science, Human Ecology
PSL Group 2012 - Present
The Mandell School 2012 - 2012
EdisonLearning 2009 - 2012
Sitt Asset Management 2008 - 2009
Lehman Brothers 2006 - 2008
Prudential Real Estate Investors (PREI) 2004 - 2006
Skills
Financial Modeling, Budgets, Strategic Planning, Business Analysis, Financial Accounting, Microsoft Excel, Education management, Excel Modeling
Education
Penn State University 2009 — 2011
MBA, EMBA, Smeal College of Business
Cornell University 2000 — 2004
Bachelor of Science, Human Ecology
Cindy Eng, CFA's Lehman Brothers Experience 2004 - 2005
Job
Industry Investment Management
Experience
JPMorgan March 2005 - Present
Lehman Brothers 2004 - 2005
Lehman Brothers June 2003 - August 2003
Education
Cornell University 2000 — 2004
BA
JPMorgan March 2005 - Present
Lehman Brothers 2004 - 2005
Lehman Brothers June 2003 - August 2003
Education
Cornell University 2000 — 2004
BA
Maria DeCicco's Lehman Brothers Experience January 1989 - September 2008
Job Executive Assistant at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Lehman Brothers January 1989 - September 2008
Federal Reserve Bank of New York June 1987 - December 1989
Skills
Concur, Access, Program Management, Event Planning, Calendaring, Financial Markets, Travel Arrangements, Process Improvement, Administrative..., Relationship Management, Derivatives, Calendars, SDLC, Change Management, Time Management
Education
Cornell University 1992 — 1994
Business
Pace University 1988 — 1989
Accounting
Barclays Capital October 2008 - Present
Lehman Brothers January 1989 - September 2008
Federal Reserve Bank of New York June 1987 - December 1989
Skills
Concur, Access, Program Management, Event Planning, Calendaring, Financial Markets, Travel Arrangements, Process Improvement, Administrative..., Relationship Management, Derivatives, Calendars, SDLC, Change Management, Time Management
Education
Cornell University 1992 — 1994
Business
Pace University 1988 — 1989
Accounting
Hunter Greenhalgh's Lehman Brothers Experience May 2007 - July 2007
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
General Mills May 2015 - August 2015
Atlantic City Linen Supply, Inc. October 2013 - July 2014
Alvarez & Marsal Capital Partners July 2012 - July 2014
Vestar Capital Partners August 2010 - July 2012
Barclays Capital (formerly Lehman Brothers) July 2008 - July 2010
Lehman Brothers May 2007 - July 2007
Skills
Private Equity, Valuation, Due Diligence, Capital Markets, Corporate Finance, Investment Banking, Financial Modeling, Hedge Funds, Bloomberg, Mergers & Acquisitions, LBO, Equities
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Management and Marketing & Operations
Cornell University 2005 — 2008
BS, Industrial and Labor Relations
General Mills May 2015 - August 2015
Atlantic City Linen Supply, Inc. October 2013 - July 2014
Alvarez & Marsal Capital Partners July 2012 - July 2014
Vestar Capital Partners August 2010 - July 2012
Barclays Capital (formerly Lehman Brothers) July 2008 - July 2010
Lehman Brothers May 2007 - July 2007
Skills
Private Equity, Valuation, Due Diligence, Capital Markets, Corporate Finance, Investment Banking, Financial Modeling, Hedge Funds, Bloomberg, Mergers & Acquisitions, LBO, Equities
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Management and Marketing & Operations
Cornell University 2005 — 2008
BS, Industrial and Labor Relations
Kiery Tuttle's Lehman Brothers Experience July 2007 - September 2008
Job Director at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank August 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2007 - September 2008
Skills
Fixed Income, Derivatives, Investment Banking, Risk Management, Capital Markets, Bloomberg, Financial Modeling, Valuation, Credit Derivatives, Equities, Corporate Finance, Interest Rate..., Structured Products, FX Options, Swaps, Portfolio Management, Financial Analysis, Investments, Options
Education
Cornell University 2006 — 2007
Master of Engineering, Financial Engineering
Cornell University 2003 — 2007
BS, Operations Research and Industrial Engineering
Deutsche Bank August 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2007 - September 2008
Skills
Fixed Income, Derivatives, Investment Banking, Risk Management, Capital Markets, Bloomberg, Financial Modeling, Valuation, Credit Derivatives, Equities, Corporate Finance, Interest Rate..., Structured Products, FX Options, Swaps, Portfolio Management, Financial Analysis, Investments, Options
Education
Cornell University 2006 — 2007
Master of Engineering, Financial Engineering
Cornell University 2003 — 2007
BS, Operations Research and Industrial Engineering
Bonnie Sladowsky's Lehman Brothers Experience June 2004 - December 2005
Job Business Manager at Permira Advisers LLC
Industry Real Estate
Experience
Permira September 2015 - Present
Thor Equities March 2006 - August 2015
Wurzel Ventures January 2006 - March 2006
Lehman Brothers June 2004 - December 2005
Lehman Brothers July 2002 - May 2004
Skills
ARGUS, Microsoft Excel, Microsoft Word, Valuation, Financial Analysis, Portfolio Management, Analysis, Financial Reporting, Project Management, Accounting, Derivatives, Financial Modeling, Real Estate, Strategic Planning, PowerPoint, Finance, Outlook, Real Estate Economics, Microsoft Office, Private Equity, Investor Relations, Asset Management, Capital Markets, Due Diligence, Investments
Education
Cornell University - Dyson School of Applied Economics and Management 1998 — 2002
BS, Business Administration and Management, General
Permira September 2015 - Present
Thor Equities March 2006 - August 2015
Wurzel Ventures January 2006 - March 2006
Lehman Brothers June 2004 - December 2005
Lehman Brothers July 2002 - May 2004
Skills
ARGUS, Microsoft Excel, Microsoft Word, Valuation, Financial Analysis, Portfolio Management, Analysis, Financial Reporting, Project Management, Accounting, Derivatives, Financial Modeling, Real Estate, Strategic Planning, PowerPoint, Finance, Outlook, Real Estate Economics, Microsoft Office, Private Equity, Investor Relations, Asset Management, Capital Markets, Due Diligence, Investments
Education
Cornell University - Dyson School of Applied Economics and Management 1998 — 2002
BS, Business Administration and Management, General
David Zackowitz's Lehman Brothers Experience July 2001 - September 2008
Job Blackstone Group
Industry Real Estate
Experience
The Blackstone Group May 2015 - Present
C-III Capital Partners September 2012 - April 2015
Lehman Brothers Holdings Inc. October 2008 - July 2012
Lehman Brothers July 2001 - September 2008
Skills
Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Acquisitions, Disposition, Finance, Investment Properties, Real Estate, Financial Analysis, Real Estate Private..., Mezzanine, Financial Structuring, Asset Managment, Structured Finance, Valuation, Financial Modeling, Due Diligence, Real Estate Economics, Private Equity
Education
Cornell University 1997 — 2001
Bachelor of Science (BS), Policy Analysis & Management
The Blackstone Group May 2015 - Present
C-III Capital Partners September 2012 - April 2015
Lehman Brothers Holdings Inc. October 2008 - July 2012
Lehman Brothers July 2001 - September 2008
Skills
Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Acquisitions, Disposition, Finance, Investment Properties, Real Estate, Financial Analysis, Real Estate Private..., Mezzanine, Financial Structuring, Asset Managment, Structured Finance, Valuation, Financial Modeling, Due Diligence, Real Estate Economics, Private Equity
Education
Cornell University 1997 — 2001
Bachelor of Science (BS), Policy Analysis & Management
Claire Traugott, CAIA's Lehman Brothers Experience May 2007 - September 2008
Job Hedge Fund Capital Introduction at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers May 2007 - September 2008
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Equities, Trading, Prime Brokerage, Equity Derivatives, Fund Of Funds, Capital Markets, Structured Products, Equity Research, Options, Global Macro, Trading Systems
Education
Chartered Alternative Investment Analyst 2011 — 2012
Cornell University 2004 — 2007
Barclays Capital September 2008 - Present
Lehman Brothers May 2007 - September 2008
Skills
Hedge Funds, Alternative Investments, Bloomberg, Fixed Income, Equities, Trading, Prime Brokerage, Equity Derivatives, Fund Of Funds, Capital Markets, Structured Products, Equity Research, Options, Global Macro, Trading Systems
Education
Chartered Alternative Investment Analyst 2011 — 2012
Cornell University 2004 — 2007
Edwin Velez's Lehman Brothers Experience June 2006 - August 2006
Job Vice President at Goldman Sachs
Industry Human Resources
Experience
Goldman Sachs October 2009 - Present
McLagan Partners June 2008 - October 2009
Chambers of The Hon. Laura Taylor Swain, U.S. District Court for the Southern District of New York June 2007 - August 2007
Lehman Brothers June 2006 - August 2006
Hess Corporation June 2005 - August 2005
Goldman Sachs June 2004 - August 2004
Prep for Prep May 2003 - August 2003
Coro Center for Civic Leadership June 2002 - August 2002
Education
University of Pennsylvania - The Wharton School 2005 — 2008
Bachelor of Science, Finance and Legal Studies
Cornell University 2004 — 2005
Applied Economics and Management
Phillips Academy Andover 2000 — 2004
Prep 9 - Contingent XIII 1999 — 2000
Goldman Sachs October 2009 - Present
McLagan Partners June 2008 - October 2009
Chambers of The Hon. Laura Taylor Swain, U.S. District Court for the Southern District of New York June 2007 - August 2007
Lehman Brothers June 2006 - August 2006
Hess Corporation June 2005 - August 2005
Goldman Sachs June 2004 - August 2004
Prep for Prep May 2003 - August 2003
Coro Center for Civic Leadership June 2002 - August 2002
Education
University of Pennsylvania - The Wharton School 2005 — 2008
Bachelor of Science, Finance and Legal Studies
Cornell University 2004 — 2005
Applied Economics and Management
Phillips Academy Andover 2000 — 2004
Prep 9 - Contingent XIII 1999 — 2000
Louis Nees's Lehman Brothers Experience 1983 - 1997
Job SVP Capital Markets at Walter Investment Managment/Greentree Servicing
Industry Financial Services
Experience
Walter Investment Managment/Greentree Servicing February 2013 - Present
GMAC Mortgage March 2011 - January 2013
Ally Financial Inc. February 2009 - February 2011
JP Morgan June 2008 - December 2008
Bear Stearns March 1997 - June 2008
Lehman Brothers 1983 - 1997
Skills
Capital Markets, Securitization, Fixed Income, Structured Products, Trading, Portfolio Management, ABS, Asset Management, MBS, Hedge Funds, Structured Finance, Management, CDO, Derivatives, Options, Swaps, Hedging, Bloomberg, Credit, Financial Risk, Credit Derivatives, Financial Structuring, Mortgage Lending, Equities
Education
Cornell University 1979 — 1983
BS, Operations Research and Information Engineering
Walter Investment Managment/Greentree Servicing February 2013 - Present
GMAC Mortgage March 2011 - January 2013
Ally Financial Inc. February 2009 - February 2011
JP Morgan June 2008 - December 2008
Bear Stearns March 1997 - June 2008
Lehman Brothers 1983 - 1997
Skills
Capital Markets, Securitization, Fixed Income, Structured Products, Trading, Portfolio Management, ABS, Asset Management, MBS, Hedge Funds, Structured Finance, Management, CDO, Derivatives, Options, Swaps, Hedging, Bloomberg, Credit, Financial Risk, Credit Derivatives, Financial Structuring, Mortgage Lending, Equities
Education
Cornell University 1979 — 1983
BS, Operations Research and Information Engineering
Allison Kahn's Lehman Brothers Experience 1992 - 1994
Job Chief Administrative Officer at Kardol Quality Products
Industry Automotive
Experience
Kardol Quality Products January 2010 - Present
Charles Schwab 2000 - 2006
Schroders September 1998 - April 2000
JP Morgan 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Alternative Investments, Equities
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Kardol Quality Products January 2010 - Present
Charles Schwab 2000 - 2006
Schroders September 1998 - April 2000
JP Morgan 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Alternative Investments, Equities
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Beth Fischer Gilje's Lehman Brothers Experience August 2004 - October 2008
Job Product Manager at Oseberg LLC
Industry Investment Management
Experience
Oseberg December 2013 - Present
Partners Capital December 2011 - May 2013
Partners Capital October 2008 - December 2011
Lehman Brothers August 2004 - October 2008
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Equities, Accounting, Valuation, Product Management
Education
Cornell University 2000 — 2004
Bachelor of Science, Industrial Labor and Relations
Fox Lane High School 1996 — 2000
Oseberg December 2013 - Present
Partners Capital December 2011 - May 2013
Partners Capital October 2008 - December 2011
Lehman Brothers August 2004 - October 2008
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Equities, Accounting, Valuation, Product Management
Education
Cornell University 2000 — 2004
Bachelor of Science, Industrial Labor and Relations
Fox Lane High School 1996 — 2000
Dan Groner's Lehman Brothers Experience 1991 - 1999
Job Vice President at PIMCO
Industry Financial Services
Experience
PIMCO 2013 - Present
Fordham University January 2012 - Present
Bank of America 2005 - 2013
UBS Investment Bank 2002 - 2005
Centerprise Services 1999 - 2002
Lehman Brothers 1991 - 1999
Paine Webber 1987 - 1991
Quaker Oats 1982 - 1987
Skills
Java, C#, SQL, Sybase, XML, Optimization, Fixed Income, Derivatives, Market Risk, Netezza, JIRA, Capital Markets, Valuation, Analytics, Software Project..., Options, Agile Methodologies, Integration, Investment Banking, Unix, Financial Risk, CDS, Credit Risk, Bonds, Oracle, Risk Management
Education
The University of Chicago Booth School of Business 1983 — 1985
M.B.A., Finance
Cornell University 1981 — 1982
M. Eng., Operations Research
Cornell University 1977 — 1981
B.S., Operations Research
PIMCO 2013 - Present
Fordham University January 2012 - Present
Bank of America 2005 - 2013
UBS Investment Bank 2002 - 2005
Centerprise Services 1999 - 2002
Lehman Brothers 1991 - 1999
Paine Webber 1987 - 1991
Quaker Oats 1982 - 1987
Skills
Java, C#, SQL, Sybase, XML, Optimization, Fixed Income, Derivatives, Market Risk, Netezza, JIRA, Capital Markets, Valuation, Analytics, Software Project..., Options, Agile Methodologies, Integration, Investment Banking, Unix, Financial Risk, CDS, Credit Risk, Bonds, Oracle, Risk Management
Education
The University of Chicago Booth School of Business 1983 — 1985
M.B.A., Finance
Cornell University 1981 — 1982
M. Eng., Operations Research
Cornell University 1977 — 1981
B.S., Operations Research
Jeffrey Wechsler's Lehman Brothers Experience August 2006 - June 2008
Job Managing Director at Tishman Speyer
Industry Real Estate
Experience
Lehman Brothers August 2006 - June 2008
Skills
Real Estate Economics, Valuation, Real Estate Private...
Education
Cornell University 2002 — 2006
BA - Economics, Economics, Government
Lehman Brothers August 2006 - June 2008
Skills
Real Estate Economics, Valuation, Real Estate Private...
Education
Cornell University 2002 — 2006
BA - Economics, Economics, Government
Joy Hou's Lehman Brothers Experience March 2000 - May 2006
Job CoFounder/CEO at MREN
Industry Real Estate
Experience
MREN July 2013 - Present
The Renaissance Companies September 2008 - July 2013
Barclays Capital 2006 - 2008
Lehman Brothers March 2000 - May 2006
Donaldson, Lufkin & Jenrette July 1998 - March 2000
Skills
Asset Managment, Valuation, Capital Markets, Real Estate Economics, Due Diligence, Financial Analysis, Real Estate, Loans, Real Estate Financing, Joint Ventures, Real Estate Development, Acquisitions, REO, Brokerage, Asset Management, Finance, Management, Restructuring, Financial Services, Equities, Location Intelligence, Property Management, Commercial Real Estate, Real Estate Transactions, Financial Modeling, SDLC, Alternative Investments, Portfolio Management, Disposition, Venture Capital, Financial Structuring, Investment Properties, Investor Relations, Mergers & Acquisitions, Corporate Real Estate, Leases, Private Equity, Structured Finance, Loan Origination, Investment Banking, Credit Analysis, Investments
Education
Cornell University 1994 — 1998
BS, Hotel Administration
Poway high School
MREN July 2013 - Present
The Renaissance Companies September 2008 - July 2013
Barclays Capital 2006 - 2008
Lehman Brothers March 2000 - May 2006
Donaldson, Lufkin & Jenrette July 1998 - March 2000
Skills
Asset Managment, Valuation, Capital Markets, Real Estate Economics, Due Diligence, Financial Analysis, Real Estate, Loans, Real Estate Financing, Joint Ventures, Real Estate Development, Acquisitions, REO, Brokerage, Asset Management, Finance, Management, Restructuring, Financial Services, Equities, Location Intelligence, Property Management, Commercial Real Estate, Real Estate Transactions, Financial Modeling, SDLC, Alternative Investments, Portfolio Management, Disposition, Venture Capital, Financial Structuring, Investment Properties, Investor Relations, Mergers & Acquisitions, Corporate Real Estate, Leases, Private Equity, Structured Finance, Loan Origination, Investment Banking, Credit Analysis, Investments
Education
Cornell University 1994 — 1998
BS, Hotel Administration
Poway high School
Mark Overley's Lehman Brothers Experience August 1995 - January 2000
Job Managing Director at QFMI Management
Industry Financial Services
Experience
QFMI Management March 2011 - Present
Overley LLC December 2008 - March 2011
Citi July 2006 - September 2008
HSBC May 2004 - June 2006
Zurich Capital Markets February 2000 - March 2003
Lehman Brothers August 1995 - January 2000
Education
Rice University 1991 — 1996
Ph.D., Statistics
Cornell University 1989 — 1991
M.S., Operations Research
Harvey Mudd College 1985 — 1989
B.S., Mathematics and Physics
QFMI Management March 2011 - Present
Overley LLC December 2008 - March 2011
Citi July 2006 - September 2008
HSBC May 2004 - June 2006
Zurich Capital Markets February 2000 - March 2003
Lehman Brothers August 1995 - January 2000
Education
Rice University 1991 — 1996
Ph.D., Statistics
Cornell University 1989 — 1991
M.S., Operations Research
Harvey Mudd College 1985 — 1989
B.S., Mathematics and Physics
Nan Molofsky's Lehman Brothers Experience September 2010 - December 2013
Job Director of Transactions, General Counsel at Denham Wolf Real Estate Services, Inc.
Industry Real Estate
Experience
Denham Wolf Real Estate Services, Inc. April 2015 - Present
Citi May 2014 - April 2015
Lehman Brothers September 2010 - December 2013
The City Investment Fund October 2005 - July 2010
Morgan Stanley April 1994 - August 2005
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Corporate Real Estate, Leasing, Asset Management, Legal Advice, Hospitality, Due Diligence, Portfolio Management, Strategic Planning, Conveyancing, Asset Dispositions, Property Disposition, Acquisitions, Lodging, Personnel Management, Business Transactions, Disposition, Investment Properties, Real Estate Private...
Education
New York University School of Law 1983 — 1986
JD
Cornell University 1977 — 1981
BS
Valley Stream North
Valley Stream North
Denham Wolf Real Estate Services, Inc. April 2015 - Present
Citi May 2014 - April 2015
Lehman Brothers September 2010 - December 2013
The City Investment Fund October 2005 - July 2010
Morgan Stanley April 1994 - August 2005
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Corporate Real Estate, Leasing, Asset Management, Legal Advice, Hospitality, Due Diligence, Portfolio Management, Strategic Planning, Conveyancing, Asset Dispositions, Property Disposition, Acquisitions, Lodging, Personnel Management, Business Transactions, Disposition, Investment Properties, Real Estate Private...
Education
New York University School of Law 1983 — 1986
JD
Cornell University 1977 — 1981
BS
Valley Stream North
Valley Stream North
David Colarossi's Lehman Brothers Experience 2009 - Present
Job Managing Director at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers 2009 - Present
Quanta US Holdings 2003 - 2009
Chubb Financial Solutions 2002 - 2003
Swiss Re 1996 - 2002
Deloitte 1993 - 1996
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1995
MS, Accounting
Cornell University 1986 — 1990
BS, Industrial Engineering
Lehman Brothers 2009 - Present
Quanta US Holdings 2003 - 2009
Chubb Financial Solutions 2002 - 2003
Swiss Re 1996 - 2002
Deloitte 1993 - 1996
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1995
MS, Accounting
Cornell University 1986 — 1990
BS, Industrial Engineering
Paul Eddie's Lehman Brothers Experience 2001 - 2008
Job Senior Software Engineer at ManTech International Corporation
Industry Information Technology and Services
Experience
ManTech International Corporation February 2015 - Present
ManTech June 2012 - November 2014
Barclays Capital 2010 - 2010
Lehman Brothers 2001 - 2008
Open Text 1996 - 2001
Web Networks 1992 - 1996
Skills
Databases, Trading Systems, Business Analysis, Software Project..., Requirements Analysis, SQL, Agile Methodologies, Unix, IT Strategy, Disaster Recovery, Java, Integration, Sybase, Project Management, Software Development, Enterprise Architecture
Education
Cornell University 1985 — 1989
BA, Mathematics
University of Oxford 1987 — 1988
Visiting Scholar, Mathematics
ManTech International Corporation February 2015 - Present
ManTech June 2012 - November 2014
Barclays Capital 2010 - 2010
Lehman Brothers 2001 - 2008
Open Text 1996 - 2001
Web Networks 1992 - 1996
Skills
Databases, Trading Systems, Business Analysis, Software Project..., Requirements Analysis, SQL, Agile Methodologies, Unix, IT Strategy, Disaster Recovery, Java, Integration, Sybase, Project Management, Software Development, Enterprise Architecture
Education
Cornell University 1985 — 1989
BA, Mathematics
University of Oxford 1987 — 1988
Visiting Scholar, Mathematics
Dana Tong's Lehman Brothers Experience July 2008 - September 2008
Job Manager, Corporate Development at Scripps Networks Interactive Inc.
Industry Entertainment
Experience
Scripps Networks Interactive Inc. April 2013 - Present
Time Warner Inc. July 2010 - March 2013
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Skills
Financial Modeling
Education
Cornell University 2004 — 2007
B.S., Applied Economics and Management, Communication
Stuyvesant High School 2000 — 2004
Scripps Networks Interactive Inc. April 2013 - Present
Time Warner Inc. July 2010 - March 2013
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Skills
Financial Modeling
Education
Cornell University 2004 — 2007
B.S., Applied Economics and Management, Communication
Stuyvesant High School 2000 — 2004
Ari Tan's Lehman Brothers Experience 2007 - 2009
Job Senior Director, Strategy & Business Development at Viacom
Industry Entertainment
Experience
Viacom April 2015 - Present
Viacom February 2014 - April 2015
Viacom 2012 - February 2014
IFM Investors 2009 - 2010
Lehman Brothers 2007 - 2009
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, M&A analysis, Digital Media, Cable Networks, Strategy, Competitive Analysis, Business Development, Mergers & Acquisitions, Investment Banking, Finance, Venture Capital, Cable Television, Media & Entertainment, Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance & Strategic Management
Cornell University 2003 — 2007
BS with Honors, Industrial and Labor Relations
Viacom April 2015 - Present
Viacom February 2014 - April 2015
Viacom 2012 - February 2014
IFM Investors 2009 - 2010
Lehman Brothers 2007 - 2009
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, M&A analysis, Digital Media, Cable Networks, Strategy, Competitive Analysis, Business Development, Mergers & Acquisitions, Investment Banking, Finance, Venture Capital, Cable Television, Media & Entertainment, Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance & Strategic Management
Cornell University 2003 — 2007
BS with Honors, Industrial and Labor Relations
MaryEllen Donovan's Lehman Brothers Experience 1996 - 2006
Job President, Northbrook Mortgage Capital Advisors LLC
Industry Financial Services
Experience
Northbrook Mortgage Capital Advisors LLC 2008 - Present
Lehman Brothers 1996 - 2006
Citibank 1992 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Real Estate
Cornell University 1985 — 1989
BS, Business
Northbrook Mortgage Capital Advisors LLC 2008 - Present
Lehman Brothers 1996 - 2006
Citibank 1992 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Real Estate
Cornell University 1985 — 1989
BS, Business
Elliot Wagner's Lehman Brothers Experience 1998 - 2000
Job Private Equity Investor
Industry Venture Capital & Private Equity
Experience
Acosta Sales & Marketing October 2014 - Present
The Carlyle Group 2000 - Present
NBTY October 2010 - Present
Cornell University Dyson School of Applied Economics and Management September 2012 - Present
Sequa Corporation December 2007 - December 2009
Wesco Aircraft Hardware Corporation October 2006 - March 2009
Lehman Brothers 1998 - 2000
Education
Cornell University 1994 — 1998
BS, Economics & Business Management
Acosta Sales & Marketing October 2014 - Present
The Carlyle Group 2000 - Present
NBTY October 2010 - Present
Cornell University Dyson School of Applied Economics and Management September 2012 - Present
Sequa Corporation December 2007 - December 2009
Wesco Aircraft Hardware Corporation October 2006 - March 2009
Lehman Brothers 1998 - 2000
Education
Cornell University 1994 — 1998
BS, Economics & Business Management
Patty Appel's Lehman Brothers Experience 1993 - 1996
Job Sales and Operations Professional at Tiffany & Co.
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. May 2011 - Present
Select Staffing July 2010 - October 2010
Mt. View Elementary School September 2008 - June 2010
Hohzo Institute and the Isla Vista Alcohol and Other Drug Council 2009 - 2010
KidzArt 2006 - 2009
Gymboree Play and Music 2002 - 2006
Goldman Sachs 1996 - 1999
Lehman Brothers 1993 - 1996
Skills
Management, Project Planning, Strategic Planning, Project Management, Leadership, Sales
Education
Cornell University 1982 — 1987
BA, Government
Scared heart high school 1978 — 1982
Honors
Tiffany & Co. May 2011 - Present
Select Staffing July 2010 - October 2010
Mt. View Elementary School September 2008 - June 2010
Hohzo Institute and the Isla Vista Alcohol and Other Drug Council 2009 - 2010
KidzArt 2006 - 2009
Gymboree Play and Music 2002 - 2006
Goldman Sachs 1996 - 1999
Lehman Brothers 1993 - 1996
Skills
Management, Project Planning, Strategic Planning, Project Management, Leadership, Sales
Education
Cornell University 1982 — 1987
BA, Government
Scared heart high school 1978 — 1982
Honors
Kim Yung Lam's Lehman Brothers Experience 2008 - 2008
Job
Industry Financial Services
Experience
Mizuho Alternative Investments, LLC July 2015 - Present
Bank of America Merrill Lynch January 2013 - July 2015
Deutsche Bank March 2011 - January 2013
Lehman Brothers 2008 - 2008
Morgan Stanley June 2006 - August 2006
Education
Cornell University 2009 — 2011
Masters, Financial Engineering
The Chinese University of Hong Kong 2003 — 2007
Master of Philosophy and Bachelor of Engineering (B.Eng.) Hon + Mathematics, Information Engineering, First Honor
Mizuho Alternative Investments, LLC July 2015 - Present
Bank of America Merrill Lynch January 2013 - July 2015
Deutsche Bank March 2011 - January 2013
Lehman Brothers 2008 - 2008
Morgan Stanley June 2006 - August 2006
Education
Cornell University 2009 — 2011
Masters, Financial Engineering
The Chinese University of Hong Kong 2003 — 2007
Master of Philosophy and Bachelor of Engineering (B.Eng.) Hon + Mathematics, Information Engineering, First Honor
Mike Trimarco's Lehman Brothers Experience July 1997 - June 1999
Job CEO Consumer Advertising and Marketing
Industry Internet
Experience
Consumer Advertising and Marketing Board MemberClover Fund SolutionsJuly 2012 - Present
Consumer Advertising and Marketing - D3 Labs January 2007 - Present
Intellipayment 2006 - Present
Dish Network 2002 - Present
Ribbon Labs, Inc. June 2012 - November 2013
Ipreo July 2001 - December 2002
VitalLink Inc July 1999 - June 2001
Lehman Brothers July 1997 - June 1999
GE Capital July 1992 - June 1995
Skills
Competitive Analysis, Management, Financial Modeling, Strategic Partnerships, Entrepreneurship, Start-ups, Business Development, Business Strategy, Mergers & Acquisitions, Cross-functional Team..., Marketing Strategy, Forecasting, Business Planning, Management Consulting, Strategic Planning, Strategy, New Business Development
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Cornell University 1988 — 1992
Bachelor's degree, Economics
Consumer Advertising and Marketing Board MemberClover Fund SolutionsJuly 2012 - Present
Consumer Advertising and Marketing - D3 Labs January 2007 - Present
Intellipayment 2006 - Present
Dish Network 2002 - Present
Ribbon Labs, Inc. June 2012 - November 2013
Ipreo July 2001 - December 2002
VitalLink Inc July 1999 - June 2001
Lehman Brothers July 1997 - June 1999
GE Capital July 1992 - June 1995
Skills
Competitive Analysis, Management, Financial Modeling, Strategic Partnerships, Entrepreneurship, Start-ups, Business Development, Business Strategy, Mergers & Acquisitions, Cross-functional Team..., Marketing Strategy, Forecasting, Business Planning, Management Consulting, Strategic Planning, Strategy, New Business Development
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Cornell University 1988 — 1992
Bachelor's degree, Economics
Amanda Ross's Lehman Brothers Experience May 2007 - October 2009
Job Sr. Human Resources Analyst
Industry Financial Services
Experience
Hayward Pool Products November 2014 - Present
Verizon Wireless August 2012 - November 2014
The Blackstone Group May 2012 - August 2012
MF Global May 2011 - November 2011
Goldman Sachs October 2010 - May 2011
Chartis May 2010 - October 2010
Lehman Brothers May 2007 - October 2009
On-Board Services Corp August 2006 - April 2007
Skills
Human Resources, SDLC, Recruiting, Analysis, Microsoft Office, Process Improvement, Team Building, Interviews, Employee Relations, Leadership, Personnel Management, Strategy
Education
Rutgers University 2002 — 2006
BA, Communication; Information; Library Studies (SCILS
Cornell University
School of Industrial and Labor Relations
Hayward Pool Products November 2014 - Present
Verizon Wireless August 2012 - November 2014
The Blackstone Group May 2012 - August 2012
MF Global May 2011 - November 2011
Goldman Sachs October 2010 - May 2011
Chartis May 2010 - October 2010
Lehman Brothers May 2007 - October 2009
On-Board Services Corp August 2006 - April 2007
Skills
Human Resources, SDLC, Recruiting, Analysis, Microsoft Office, Process Improvement, Team Building, Interviews, Employee Relations, Leadership, Personnel Management, Strategy
Education
Rutgers University 2002 — 2006
BA, Communication; Information; Library Studies (SCILS
Cornell University
School of Industrial and Labor Relations
Dean Coccaro's Lehman Brothers Experience August 2004 - September 2008
Job .
Industry Capital Markets
Experience
MarketAxess May 2012 - Present
Santander Investment Securities Inc July 2011 - January 2012
RBC Capital Markets August 2010 - February 2011
Atlas One March 2010 - August 2010
INTL Trading October 2009 - March 2010
G-2 Trading (Formerly RBC Professional Traders Group) January 2009 - August 2009
Lehman Brothers August 2004 - September 2008
Skills
Fixed Income, Emerging Markets, Trading, Proprietary Trading, Credit Derivatives, Credit, Derivatives, Credit Analysis, FX Options, Risk Analysis, Energy, Natural Gas, Equities, Bloomberg, Investments, FX, Conversational Spanish, Oil & Gas Industry, Electronic Trading
Education
Cornell University 2000 — 2004
Bachelors
MarketAxess May 2012 - Present
Santander Investment Securities Inc July 2011 - January 2012
RBC Capital Markets August 2010 - February 2011
Atlas One March 2010 - August 2010
INTL Trading October 2009 - March 2010
G-2 Trading (Formerly RBC Professional Traders Group) January 2009 - August 2009
Lehman Brothers August 2004 - September 2008
Skills
Fixed Income, Emerging Markets, Trading, Proprietary Trading, Credit Derivatives, Credit, Derivatives, Credit Analysis, FX Options, Risk Analysis, Energy, Natural Gas, Equities, Bloomberg, Investments, FX, Conversational Spanish, Oil & Gas Industry, Electronic Trading
Education
Cornell University 2000 — 2004
Bachelors
Jack Luo's Lehman Brothers Experience April 1997 - April 2000
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2000 - Present
Merrill Lynch May 2000 - December 2008
Lehman Brothers April 1997 - April 2000
Salomon Brothers November 1995 - April 1997
Beacon Software Development Company October 1994 - November 1995
Skills
Equities, Derivatives, Fixed Income, Equity Derivatives, Trading Systems, Hedge Funds, Structured Products, Quantitative Finance, Interest Rate..., Investment Banking, Capital Markets, Electronic Trading, Options, Market Data, Trading, Credit Derivatives
Education
Cornell University 1988 — 1994
PhD, Math
Shanghai Jiao Tong University
Bank of America Merrill Lynch May 2000 - Present
Merrill Lynch May 2000 - December 2008
Lehman Brothers April 1997 - April 2000
Salomon Brothers November 1995 - April 1997
Beacon Software Development Company October 1994 - November 1995
Skills
Equities, Derivatives, Fixed Income, Equity Derivatives, Trading Systems, Hedge Funds, Structured Products, Quantitative Finance, Interest Rate..., Investment Banking, Capital Markets, Electronic Trading, Options, Market Data, Trading, Credit Derivatives
Education
Cornell University 1988 — 1994
PhD, Math
Shanghai Jiao Tong University
Federico Manaigo's Lehman Brothers Experience July 2007 - October 2008
Job
Industry Real Estate
Experience
Knight&Swan LLC September 2010 - Present
Tishman Speyer November 2008 - February 2010
Lehman Brothers July 2007 - October 2008
Skills
Real Estate Finance, Debt, Mergers, Asset Management, Equities
Education
Cornell University 2003 — 2007
Hotel Administration
Knight&Swan LLC September 2010 - Present
Tishman Speyer November 2008 - February 2010
Lehman Brothers July 2007 - October 2008
Skills
Real Estate Finance, Debt, Mergers, Asset Management, Equities
Education
Cornell University 2003 — 2007
Hotel Administration
Jon San Ng's Lehman Brothers Experience July 2008 - October 2008
Job Software Engineer at Trifacta
Industry Computer Software
Experience
Trifacta February 2015 - Present
Addepar March 2014 - January 2015
Laurion Capital Management November 2010 - March 2014
Barclays Capital October 2008 - November 2010
Lehman Brothers July 2008 - October 2008
Lehman Brothers May 2007 - August 2007
Motorola May 2006 - August 2006
Skills
Fixed Income, Trading Systems, Derivatives, Options, Bloomberg, Investment Banking, Equities, Java, Unix
Education
Cornell University 2007 — 2008
M.Eng., Electrical Engineering
Cornell University 2004 — 2007
B.S., Electrical and Computer Engineering
intec
Trifacta February 2015 - Present
Addepar March 2014 - January 2015
Laurion Capital Management November 2010 - March 2014
Barclays Capital October 2008 - November 2010
Lehman Brothers July 2008 - October 2008
Lehman Brothers May 2007 - August 2007
Motorola May 2006 - August 2006
Skills
Fixed Income, Trading Systems, Derivatives, Options, Bloomberg, Investment Banking, Equities, Java, Unix
Education
Cornell University 2007 — 2008
M.Eng., Electrical Engineering
Cornell University 2004 — 2007
B.S., Electrical and Computer Engineering
intec
Joshua Tamaroff's Lehman Brothers Experience July 2007 - September 2008
Job Vice President at Avista Capital Partners
Industry Investment Management
Experience
Avista Capital Partners June 2014 - Present
Avista Capital Partners August 2009 - July 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2007 - September 2008
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Leveraged Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2003 — 2007
BS, Industrial and Labor Relations
Avista Capital Partners June 2014 - Present
Avista Capital Partners August 2009 - July 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2007 - September 2008
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Leveraged Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Cornell University 2003 — 2007
BS, Industrial and Labor Relations
Neha Santiago's Lehman Brothers Experience July 2005 - July 2007
Job REPIA at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs February 2012 - Present
H/2 Capital Partners July 2011 - March 2012
Scout Capital September 2009 - September 2011
Grove International Partners June 2008 - September 2008
Lehman Brothers July 2005 - July 2007
Merrill Lynch June 2003 - December 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Real Estate
Cornell University 1999 — 2003
BS, Business
Goldman Sachs February 2012 - Present
H/2 Capital Partners July 2011 - March 2012
Scout Capital September 2009 - September 2011
Grove International Partners June 2008 - September 2008
Lehman Brothers July 2005 - July 2007
Merrill Lynch June 2003 - December 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Real Estate
Cornell University 1999 — 2003
BS, Business
Brian Bier's Lehman Brothers Experience 2000 - 2003
Job Managing Director, Head of Sales and Trading at Macro Risk Advisors
Industry Financial Services
Experience
Macro Risk Advisors March 2012 - Present
Nomura Securities March 2009 - March 2012
Bank of America September 2003 - March 2009
Lehman Brothers 2000 - 2003
Lehman Brothers 2000 - 2003
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Valuation, Trading Systems, Electronic Trading, Trading, Investments, Asset Management, Private Equity, Bloomberg, Alternative Investments, Options
Education
Cornell University 1996 — 2000
Bachelor's degree, Operations Research, Engineering
Macro Risk Advisors March 2012 - Present
Nomura Securities March 2009 - March 2012
Bank of America September 2003 - March 2009
Lehman Brothers 2000 - 2003
Lehman Brothers 2000 - 2003
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Valuation, Trading Systems, Electronic Trading, Trading, Investments, Asset Management, Private Equity, Bloomberg, Alternative Investments, Options
Education
Cornell University 1996 — 2000
Bachelor's degree, Operations Research, Engineering
CHER PARK's Lehman Brothers Experience July 2005 - July 2008
Job Founder & CEO at POPRAGEOUS
Industry Retail
Experience
POPRAGEOUS January 2013 - Present
Forever 21 January 2010 - June 2012
Lehman Brothers July 2005 - July 2008
Skills
Market Research, Financial Modeling
Education
Cornell University 2001 — 2005
BS
POPRAGEOUS January 2013 - Present
Forever 21 January 2010 - June 2012
Lehman Brothers July 2005 - July 2008
Skills
Market Research, Financial Modeling
Education
Cornell University 2001 — 2005
BS
Dan Parant's Lehman Brothers Experience 2005 - 2008
Job Director at KKR
Industry Financial Services
Experience
KKR 2012 - Present
Neuberger Berman 2008 - February 2012
Lehman Brothers 2005 - 2008
Thomson Financial 2004 - 2005
Skills
Alternative Investments, Asset Management, Capital Markets, Equities, Fixed Income, Hedge Funds, Private Equity, Relationship Management, Wealth Management
Education
Cornell University
B.S., Applied Economics and Management
KKR 2012 - Present
Neuberger Berman 2008 - February 2012
Lehman Brothers 2005 - 2008
Thomson Financial 2004 - 2005
Skills
Alternative Investments, Asset Management, Capital Markets, Equities, Fixed Income, Hedge Funds, Private Equity, Relationship Management, Wealth Management
Education
Cornell University
B.S., Applied Economics and Management
Andrew J. Galligan, Jr., CFA's Lehman Brothers Experience September 1996 - May 1998
Job Senior Investment Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments September 2015 - Present
TimeSquare Capital Management September 2000 - November 2011
Fiduciary Trust Company June 1998 - September 2000
Lehman Brothers September 1996 - May 1998
McDaniels S.A. July 1993 - July 1994
First Boston June 1991 - June 1993
Skills
Equities, Financial Modeling, Equity Research, Portfolio Management, Investments, Asset Management, Corporate Finance, Equity Valuation, Hedge Funds, Valuation, Alternative Investments, Capital Markets, Bloomberg, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance and Strategy
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Strategy and Finance
Cornell University 1987 — 1991
BS, Economics and Finance
American Century Investments September 2015 - Present
TimeSquare Capital Management September 2000 - November 2011
Fiduciary Trust Company June 1998 - September 2000
Lehman Brothers September 1996 - May 1998
McDaniels S.A. July 1993 - July 1994
First Boston June 1991 - June 1993
Skills
Equities, Financial Modeling, Equity Research, Portfolio Management, Investments, Asset Management, Corporate Finance, Equity Valuation, Hedge Funds, Valuation, Alternative Investments, Capital Markets, Bloomberg, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance and Strategy
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Strategy and Finance
Cornell University 1987 — 1991
BS, Economics and Finance
Elyse Goodman's Lehman Brothers Experience September 2007 - September 2008
Job Vice President Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs September 2010 - Present
Morgan Stanley Investment Management September 2008 - February 2009
Lehman Brothers September 2007 - September 2008
American High Growth Equities Corporation July 1991 - August 2007
American High Growth Equities Corporation January 1998 - January 2007
American High Growth Equities Corporation January 1995 - January 1998
American HIgh Growth Equities Corporation January 1991 - January 1995
Education
Cornell University 1987 — 1991
BS, Developmental Psychology
Goldman Sachs September 2010 - Present
Morgan Stanley Investment Management September 2008 - February 2009
Lehman Brothers September 2007 - September 2008
American High Growth Equities Corporation July 1991 - August 2007
American High Growth Equities Corporation January 1998 - January 2007
American High Growth Equities Corporation January 1995 - January 1998
American HIgh Growth Equities Corporation January 1991 - January 1995
Education
Cornell University 1987 — 1991
BS, Developmental Psychology
Patrick South's Lehman Brothers Experience August 2002 - February 2004
Job Managing Director at SRS Capital Advisors, Inc.
Industry Investment Management
Experience
SRS Capital Advisors, Inc. April 2012 - Present
Hirtle, Callaghan & Co. March 2004 - August 2011
Lehman Brothers August 2002 - February 2004
U.S. Steel August 1996 - May 2000
Skills
Alternative Investments, Asset Managment, Hedge Funds, Private Equity, Equities, Fixed Income, Investment Strategies, Asset Allocation, Investments, Endowments, Investment Advisory..., Portfolio Management, Wealth Management, Strategic Financial..., Financial Advisory, Valuation, Asset Management, Mergers & Acquisitions, Investment Management, Investment Advisory, Series 7, Venture Capital, Pension Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Masters of Business Administration
Cornell University 1992 — 1996
Bachelor of Arts, American Studies
SRS Capital Advisors, Inc. April 2012 - Present
Hirtle, Callaghan & Co. March 2004 - August 2011
Lehman Brothers August 2002 - February 2004
U.S. Steel August 1996 - May 2000
Skills
Alternative Investments, Asset Managment, Hedge Funds, Private Equity, Equities, Fixed Income, Investment Strategies, Asset Allocation, Investments, Endowments, Investment Advisory..., Portfolio Management, Wealth Management, Strategic Financial..., Financial Advisory, Valuation, Asset Management, Mergers & Acquisitions, Investment Management, Investment Advisory, Series 7, Venture Capital, Pension Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Masters of Business Administration
Cornell University 1992 — 1996
Bachelor of Arts, American Studies
Louise Huang's Lehman Brothers Experience May 2006 - July 2006
Job Senior Manager at Capital One
Industry Financial Services
Experience
Capital One February 2015 - Present
Capital One February 2013 - January 2015
Capital One June 2011 - January 2013
Citi June 2007 - June 2011
Lehman Brothers May 2006 - July 2006
Federal Reserve Bank of New York June 2005 - August 2005
Human Resource Administration of NYC June 2004 - August 2004
Skills
Financial Modeling
Education
Cornell University
Capital One February 2015 - Present
Capital One February 2013 - January 2015
Capital One June 2011 - January 2013
Citi June 2007 - June 2011
Lehman Brothers May 2006 - July 2006
Federal Reserve Bank of New York June 2005 - August 2005
Human Resource Administration of NYC June 2004 - August 2004
Skills
Financial Modeling
Education
Cornell University
Chris Packard's Lehman Brothers Experience June 2001 - June 2009
Job Broker at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities May 2012 - Present
Jefferies & Company July 2010 - April 2012
Lehman Brothers June 2001 - June 2009
Education
Cornell University 1996 — 2000
BS, Bidness
Guggenheim Securities May 2012 - Present
Jefferies & Company July 2010 - April 2012
Lehman Brothers June 2001 - June 2009
Education
Cornell University 1996 — 2000
BS, Bidness
Glenn Blasius's Lehman Brothers Experience March 1992 - October 1995
Job Managing Director at Christofferson Robb & Company
Industry Investment Management
Experience
Christofferson Robb & Company 2003 - Present
Bear Stearns April 1998 - March 2003
Lehman Brothers March 1992 - October 1995
Education
Cornell University 1980 — 1984
BS, Engineering Physics
Christofferson Robb & Company 2003 - Present
Bear Stearns April 1998 - March 2003
Lehman Brothers March 1992 - October 1995
Education
Cornell University 1980 — 1984
BS, Engineering Physics
Caroline Krassen's Lehman Brothers Experience May 2007 - July 2007
Job Regional Director, Major Gifts at Radcliffe Institute for Advanced Study at Harvard University
Industry Higher Education
Experience
Radcliffe Institute for Advanced Study at Harvard University June 2014 - Present
Harvard Graduate School of Education January 2014 - May 2014
Barclays Capital July 2008 - June 2013
Lehman Brothers May 2007 - July 2007
Skills
Series 7, Series 63
Education
Harvard University Graduate School of Education 2013 — 2014
Master of Education (Ed.M.), Higher Education Program
Cornell University 2004 — 2008
BS, Policy Analysis and Management
Radcliffe Institute for Advanced Study at Harvard University June 2014 - Present
Harvard Graduate School of Education January 2014 - May 2014
Barclays Capital July 2008 - June 2013
Lehman Brothers May 2007 - July 2007
Skills
Series 7, Series 63
Education
Harvard University Graduate School of Education 2013 — 2014
Master of Education (Ed.M.), Higher Education Program
Cornell University 2004 — 2008
BS, Policy Analysis and Management
Erica Temel's Lehman Brothers Experience July 2006 - July 2008
Job Associate at Simpson Thacher & Bartlett LLP
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP December 2014 - Present
Dechert LLP October 2012 - November 2014
Dechert LLP May 2011 - July 2011
Sard Verbinnen & Co November 2008 - July 2009
Lehman Brothers July 2006 - July 2008
Goldman Sachs June 2005 - August 2005
Education
Fordham University School of Law 2009 — 2012
Cornell University 2002 — 2006
B.A, History, Near Eastern Studies
Simpson Thacher & Bartlett LLP December 2014 - Present
Dechert LLP October 2012 - November 2014
Dechert LLP May 2011 - July 2011
Sard Verbinnen & Co November 2008 - July 2009
Lehman Brothers July 2006 - July 2008
Goldman Sachs June 2005 - August 2005
Education
Fordham University School of Law 2009 — 2012
Cornell University 2002 — 2006
B.A, History, Near Eastern Studies
Jay Flannery's Lehman Brothers Experience June 1989 - July 2008
Job Managing Member at Armet Capital
Industry Financial Services
Experience
Armet Capital Managing MemberArmet CapitalJuly 2008 - Present
Lehman Brothers June 1989 - July 2008
Education
Cornell University
Armet Capital Managing MemberArmet CapitalJuly 2008 - Present
Lehman Brothers June 1989 - July 2008
Education
Cornell University
Brian Chen, CFA's Lehman Brothers Experience August 2007 - September 2008
Job Investments at Caltech
Industry Investment Management
Experience
Caltech January 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers August 2007 - September 2008
Education
Cornell University 2003 — 2007
BS, Hotel Administration
Caltech January 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers August 2007 - September 2008
Education
Cornell University 2003 — 2007
BS, Hotel Administration
Eric Cruz's Lehman Brothers Experience September 1996 - September 1998
Job SVP, Project Manager in IT at Dexia Credit Local
Industry Information Technology and Services
Experience
Dexia Credit Local July 2014 - Present
O3 Technology Solutions February 2008 - July 2014
RBS Greenwich Capital July 2006 - February 2008
Morgan Stanley April 2004 - July 2006
Merrill Lynch September 1998 - April 2004
Lehman Brothers September 1996 - September 1998
Barclays Capital July 1994 - August 1996
Chicago Mercantile Exchange June 1987 - July 1994
Education
University of Chicago 1991 — 1994
Master of Business Administration (MBA), Finance and Econometrics
Cornell University 1983 — 1987
Bachelor of Arts (BA), Economics and Philosophy
Lake Park High School
Dexia Credit Local July 2014 - Present
O3 Technology Solutions February 2008 - July 2014
RBS Greenwich Capital July 2006 - February 2008
Morgan Stanley April 2004 - July 2006
Merrill Lynch September 1998 - April 2004
Lehman Brothers September 1996 - September 1998
Barclays Capital July 1994 - August 1996
Chicago Mercantile Exchange June 1987 - July 1994
Education
University of Chicago 1991 — 1994
Master of Business Administration (MBA), Finance and Econometrics
Cornell University 1983 — 1987
Bachelor of Arts (BA), Economics and Philosophy
Lake Park High School
Jean Tam's Lehman Brothers Experience January 2004 - September 2007
Job Project Manager at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase October 2007 - Present
Lehman Brothers January 2004 - September 2007
Lehman Brothers June 1999 - December 2003
Lehman Brothers June 1997 - May 1999
Sanford C. Bernstein May 1994 - May 1997
Chiba Bank October 1993 - April 1994
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Software Project..., Bloomberg, Reuters, Microsoft Excel, Microsoft Word, MS Project, PowerPoint, Oracle, SQL, Sybase, Squirrel, Embarcadero, Unit Testing, Fixed Income, P&L Accountability, Futures, Interest Rate Swaps, Operations Management
Education
Cornell University 1988 — 2002
Bachelor of Arts (B.A.), Economics
JP Morgan Chase October 2007 - Present
Lehman Brothers January 2004 - September 2007
Lehman Brothers June 1999 - December 2003
Lehman Brothers June 1997 - May 1999
Sanford C. Bernstein May 1994 - May 1997
Chiba Bank October 1993 - April 1994
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Software Project..., Bloomberg, Reuters, Microsoft Excel, Microsoft Word, MS Project, PowerPoint, Oracle, SQL, Sybase, Squirrel, Embarcadero, Unit Testing, Fixed Income, P&L Accountability, Futures, Interest Rate Swaps, Operations Management
Education
Cornell University 1988 — 2002
Bachelor of Arts (B.A.), Economics
Jerold Wasserman's Lehman Brothers Experience August 2001 - June 2004
Job Senior Vice President, Fixed Income
Industry Investment Banking
Experience
Jefferies & Company February 2013 - Present
Goldman Sachs June 2004 - October 2012
Lehman Brothers August 2001 - June 2004
Kimco Realty Corporation June 1997 - July 2001
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Credit, Credit Analysis, Alternative Investments, Structured Products, Bonds
Education
University of Chicago Graduate School of Business 1998 — 2001
Master of Business Administration (MBA), Economics
Cornell University 1987 — 1991
Bachelor of Science (BS), Mechanical Engineering
Jefferies & Company February 2013 - Present
Goldman Sachs June 2004 - October 2012
Lehman Brothers August 2001 - June 2004
Kimco Realty Corporation June 1997 - July 2001
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Credit, Credit Analysis, Alternative Investments, Structured Products, Bonds
Education
University of Chicago Graduate School of Business 1998 — 2001
Master of Business Administration (MBA), Economics
Cornell University 1987 — 1991
Bachelor of Science (BS), Mechanical Engineering
Christine Carolan's Lehman Brothers Experience July 2006 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
CME Group October 2012 - January 2013
Barclays Investment Bank July 2011 - January 2012
Barclays Capital Market April 2011 - January 2012
U.S. Trust Bank of America Private Wealth Management December 2006 - May 2011
U.S. Trust Bank of America December 2006 - March 2011
Lehman Brothers July 2006 - December 2006
Willis April 2005 - July 2006
JPMorgan Chase August 1988 - April 2005
Skills
Microsoft Office, Outlook, Concur, QuickBooks, Peachtree, Ariba
Education
Middlesex County College 2012 — 2012
Certificate in Computerized Accounting, Microsoft, Quickbooks, Peachtree and General Accounting
Cornell University 2005 — 2006
Business Writing and Public Speaking
CME Group October 2012 - January 2013
Barclays Investment Bank July 2011 - January 2012
Barclays Capital Market April 2011 - January 2012
U.S. Trust Bank of America Private Wealth Management December 2006 - May 2011
U.S. Trust Bank of America December 2006 - March 2011
Lehman Brothers July 2006 - December 2006
Willis April 2005 - July 2006
JPMorgan Chase August 1988 - April 2005
Skills
Microsoft Office, Outlook, Concur, QuickBooks, Peachtree, Ariba
Education
Middlesex County College 2012 — 2012
Certificate in Computerized Accounting, Microsoft, Quickbooks, Peachtree and General Accounting
Cornell University 2005 — 2006
Business Writing and Public Speaking
James Kessler's Lehman Brothers Experience July 2007 - September 2008
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup September 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2007 - September 2008
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Applied Economics and Management & Biometry and Statistics
Citigroup September 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2007 - September 2008
Education
Cornell University 2003 — 2007
Bachelor of Science (BS), Applied Economics and Management & Biometry and Statistics
Juan Salgado's Lehman Brothers Experience February 2003 - March 2005
Job Senior Client Advisor at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates March 2010 - Present
Apax Partners August 2009 - February 2010
Bridgewater Associates March 2005 - May 2007
Lehman Brothers February 2003 - March 2005
Skills
Alternative Investments, Fixed Income, Asset Management, Equities, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA)
Cornell University 2001 — 2003
Bachelor of Arts (BA), Economics
Universidad de Los Andes 1998 — 2001
Economics
Bridgewater Associates March 2010 - Present
Apax Partners August 2009 - February 2010
Bridgewater Associates March 2005 - May 2007
Lehman Brothers February 2003 - March 2005
Skills
Alternative Investments, Fixed Income, Asset Management, Equities, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (MBA)
Cornell University 2001 — 2003
Bachelor of Arts (BA), Economics
Universidad de Los Andes 1998 — 2001
Economics
Michelle Ko's Lehman Brothers Experience 1997 - 1998
Job Equity Research Management VP at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2011 - Present
Bank of America Merrill Lynch June 2009 - June 2011
UBS August 2008 - May 2009
UBS February 2003 - August 2008
Morgan Stanley 2002 - 2002
SALOMON SMITH BARNEY 2000 - 2002
Lehman Brothers 1997 - 1998
J.P. Morgan 1994 - 1997
Skills
Equity Research, Management, Training & Development, Human Capital, Recruiting, Talent Management, Performance Management, Conflict Resolution, Equities, Performance Reviews, Performance Appraisal, College Recruiting, Staff Development, Hiring, Compliance Management, Sell Side, Equity Valuation, Financial Modeling, Valuation
Education
Cornell University 1998 — 2000
Master of Business Administration, Finance
Pace University 1990 — 1994
Bachelor of Business Administration, Accounting
Credit Suisse June 2011 - Present
Bank of America Merrill Lynch June 2009 - June 2011
UBS August 2008 - May 2009
UBS February 2003 - August 2008
Morgan Stanley 2002 - 2002
SALOMON SMITH BARNEY 2000 - 2002
Lehman Brothers 1997 - 1998
J.P. Morgan 1994 - 1997
Skills
Equity Research, Management, Training & Development, Human Capital, Recruiting, Talent Management, Performance Management, Conflict Resolution, Equities, Performance Reviews, Performance Appraisal, College Recruiting, Staff Development, Hiring, Compliance Management, Sell Side, Equity Valuation, Financial Modeling, Valuation
Education
Cornell University 1998 — 2000
Master of Business Administration, Finance
Pace University 1990 — 1994
Bachelor of Business Administration, Accounting
Elliot Goldberg's Lehman Brothers Experience January 2001 - July 2008
Job Principal Consultant at Corporate Financial Advisory Practice
Industry Capital Markets
Experience
BoldMatrix.com January 2014 - Present
Corporate Finance July 2008 - Present
Lehman Brothers January 2001 - July 2008
HSBC Global Banking and Markets December 1990 - August 1998
Skills
Portfolio Management, Investments, Capital Markets, Equities, Asset Management, Financial Modeling, Derivatives, Alternative Investments, Fixed Income, Financial Services, Wealth Management, Investment Banking, Securities
Education
Cornell University 1998 — 2000
Master's degree, Finance, General
The London School of Economics and Political Science (LSE) 1985 — 1989
Bachelor's degree, Economics
BoldMatrix.com January 2014 - Present
Corporate Finance July 2008 - Present
Lehman Brothers January 2001 - July 2008
HSBC Global Banking and Markets December 1990 - August 1998
Skills
Portfolio Management, Investments, Capital Markets, Equities, Asset Management, Financial Modeling, Derivatives, Alternative Investments, Fixed Income, Financial Services, Wealth Management, Investment Banking, Securities
Education
Cornell University 1998 — 2000
Master's degree, Finance, General
The London School of Economics and Political Science (LSE) 1985 — 1989
Bachelor's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS