Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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Lehman Brothers Employees
Employee
Years
Job
Industry
Jeff Yasuda Jeff Yasuda's Lehman Brothers Experience January 1996 - December 1999
Job CEO and Cofounder at Feed Media Inc.
Industry Online Media
Experience
Feed.fm September 2011 - Present
Blip.fm January 2006 - Present
Little Kids Rock 2000 - 2007
Redwood Ventures January 2000 - March 2005
Lehman Brothers January 1996 - December 1999
Arthur Andersen June 1994 - January 1996
Skills
Corporate Finance, Start-ups, Business Development, Strategic Planning, Social Media, Fundraising, Non-profits, Public Speaking, E-commerce, Product Development, Venture Capital, Mergers, Business Strategy, Online Advertising, Entrepreneurship, Angel Investing, Digital Media, Social Media Marketing, Music, Marketing Strategy, Strategic Partnerships, Corporate Development, Creative Direction, Analytics, Strategy, Online Marketing, Nonprofits, SEO, Leadership, Social Networking, SaaS, Management, Mobile Devices, Mergers & Acquisitions, Executive Management, User Experience, Digital Strategy
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance and Accounting
Dartmouth College 1990 — 1994
BA, History
Phillips Academy (Andover, MA) 1987 — 1990
Hong Kong International School 1984 — 1987
Town School
Feed.fm September 2011 - Present
Blip.fm January 2006 - Present
Little Kids Rock 2000 - 2007
Redwood Ventures January 2000 - March 2005
Lehman Brothers January 1996 - December 1999
Arthur Andersen June 1994 - January 1996
Skills
Corporate Finance, Start-ups, Business Development, Strategic Planning, Social Media, Fundraising, Non-profits, Public Speaking, E-commerce, Product Development, Venture Capital, Mergers, Business Strategy, Online Advertising, Entrepreneurship, Angel Investing, Digital Media, Social Media Marketing, Music, Marketing Strategy, Strategic Partnerships, Corporate Development, Creative Direction, Analytics, Strategy, Online Marketing, Nonprofits, SEO, Leadership, Social Networking, SaaS, Management, Mobile Devices, Mergers & Acquisitions, Executive Management, User Experience, Digital Strategy
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance and Accounting
Dartmouth College 1990 — 1994
BA, History
Phillips Academy (Andover, MA) 1987 — 1990
Hong Kong International School 1984 — 1987
Town School
Chiao Ni Wang Chiao Ni Wang's Lehman Brothers Experience June 2006 - August 2006
Job Senior Research Analyst at John G. Ullman & Associates
Industry Investment Management
Experience
John G. Ullman & Associates, Inc. September 2011 - Present
Hedge Fund October 2010 - January 2011
Alpine Woods Investors June 2007 - September 2010
Lehman Brothers June 2006 - August 2006
Grand Cathay Investment Trust May 2004 - July 2005
AIG Investment Corporation May 2002 - May 2004
Chong Shing Securities December 2000 - November 2001
Primasia Securities July 2000 - December 2000
Skills
Bloomberg, Equities, Capital Markets, Hedge Funds, Equity Research, Fixed Income, Portfolio Management, Investments, Financial Modeling, Valuation, IPO, Portfolio Analytics
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
MBA, Research, Sales and Trading Immersion
National Taiwan University 1996 — 2000
Bachelor of Business Administration, Finance
John G. Ullman & Associates, Inc. September 2011 - Present
Hedge Fund October 2010 - January 2011
Alpine Woods Investors June 2007 - September 2010
Lehman Brothers June 2006 - August 2006
Grand Cathay Investment Trust May 2004 - July 2005
AIG Investment Corporation May 2002 - May 2004
Chong Shing Securities December 2000 - November 2001
Primasia Securities July 2000 - December 2000
Skills
Bloomberg, Equities, Capital Markets, Hedge Funds, Equity Research, Fixed Income, Portfolio Management, Investments, Financial Modeling, Valuation, IPO, Portfolio Analytics
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
MBA, Research, Sales and Trading Immersion
National Taiwan University 1996 — 2000
Bachelor of Business Administration, Finance
Todd Merkle Todd Merkle's Lehman Brothers Experience 1992 - 1994
Job Managing Principal at Cascadilla Capital Partners, LLC
Industry Real Estate
Experience
Cascadilla Capital Partners, LLC January 2014 - Present
Thomas Properties Group June 2004 - December 2013
Houlihan Lokey 2003 - 2004
Merrill Lynch 1996 - 2003
Irvine Company 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Financial Modeling, Asset Management, Real Estate, Investments, Real Estate Economics, Real Estate Development, Valuation, Due Diligence, Commercial Real Estate, Real Estate Transactions, Disposition, Investment Properties, Portfolio Management, Financial Analysis, Real Estate Financing, Acquisitions
Education
Cornell University 1987 — 1992
Bachelor of Science, Applied Economics and Management
Danvers High School (Danvers, MA) 1983 — 1987
Cascadilla Capital Partners, LLC January 2014 - Present
Thomas Properties Group June 2004 - December 2013
Houlihan Lokey 2003 - 2004
Merrill Lynch 1996 - 2003
Irvine Company 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Financial Modeling, Asset Management, Real Estate, Investments, Real Estate Economics, Real Estate Development, Valuation, Due Diligence, Commercial Real Estate, Real Estate Transactions, Disposition, Investment Properties, Portfolio Management, Financial Analysis, Real Estate Financing, Acquisitions
Education
Cornell University 1987 — 1992
Bachelor of Science, Applied Economics and Management
Danvers High School (Danvers, MA) 1983 — 1987
Vinny Jindal Vinny Jindal's Lehman Brothers Experience February 2001 - June 2002
Job President and CEO at Quikflo Health
Industry Medical Devices
Experience
Caliber Corporate Advisers September 2015 - Present
Quikflo Health September 2015 - Present
NIRI Los Angeles April 2014 - September 2015
Stockr February 2010 - September 2014
Boston Millennia Partners August 2007 - February 2008
ThinkEquity Partners January 2006 - July 2007
Wedbush Morgan Securities January 2005 - January 2006
Lehman Brothers February 2001 - June 2002
Skills
Venture Capital, Entrepreneurship, Valuation, Due Diligence, Management, Start-ups, Biotechnology, Financial Modeling, Business Strategy, Equity Research, Mergers & Acquisitions, Investor Relations, Private Equity, Licensing, Strategy, Corporate Finance, Lifesciences, Investments, Market Research, M&A experience, Business Development, Mergers, Leadership, Strategic Planning, Pharmaceutical Industry, Emerging Markets
Education
Cornell University 2003 — 2005
M.S., Pharmacology
University of California, Berkeley 1999 — 2001
M.A., Endocrinology
University of California, Berkeley 1994 — 1999
B.A., Integrative Biology
Caliber Corporate Advisers September 2015 - Present
Quikflo Health September 2015 - Present
NIRI Los Angeles April 2014 - September 2015
Stockr February 2010 - September 2014
Boston Millennia Partners August 2007 - February 2008
ThinkEquity Partners January 2006 - July 2007
Wedbush Morgan Securities January 2005 - January 2006
Lehman Brothers February 2001 - June 2002
Skills
Venture Capital, Entrepreneurship, Valuation, Due Diligence, Management, Start-ups, Biotechnology, Financial Modeling, Business Strategy, Equity Research, Mergers & Acquisitions, Investor Relations, Private Equity, Licensing, Strategy, Corporate Finance, Lifesciences, Investments, Market Research, M&A experience, Business Development, Mergers, Leadership, Strategic Planning, Pharmaceutical Industry, Emerging Markets
Education
Cornell University 2003 — 2005
M.S., Pharmacology
University of California, Berkeley 1999 — 2001
M.A., Endocrinology
University of California, Berkeley 1994 — 1999
B.A., Integrative Biology
Timothy Sheahan Timothy Sheahan's Lehman Brothers Experience February 2007 - September 2008
Job Principal at Green Peak Partners
Industry Professional Training & Coaching
Experience
Green Peak Partners January 2014 - Present
QBE North America September 2012 - January 2014
QBE the Americas June 2011 - September 2012
AXA Equitable October 2008 - June 2011
Lehman Brothers February 2007 - September 2008
Personnel Decisions International 2003 - 2007
United States Air Force July 1999 - September 2003
Skills
Executive Coaching, Succession Planning, Executive Assessment, Human Capital Management, Talent Management, Performance Management, Organizational..., Career Development, Leadership Development, 360 Feedback, Executive Development, Workforce Planning, HR Strategy, Strategy, Leadership, Human Resources, Training, Talent Acquisition, Change Management, Coaching, Organizational Design, Management, Onboarding, Employee Engagement, Organizational..., Consulting, Culture Change, MBTI, Executive Management
Education
University of Kentucky 1993 — 2000
MS/Ph. D., Counseling Psychology
Cornell University 1988 — 1992
BS, Human Development & Family Studies
Green Peak Partners January 2014 - Present
QBE North America September 2012 - January 2014
QBE the Americas June 2011 - September 2012
AXA Equitable October 2008 - June 2011
Lehman Brothers February 2007 - September 2008
Personnel Decisions International 2003 - 2007
United States Air Force July 1999 - September 2003
Skills
Executive Coaching, Succession Planning, Executive Assessment, Human Capital Management, Talent Management, Performance Management, Organizational..., Career Development, Leadership Development, 360 Feedback, Executive Development, Workforce Planning, HR Strategy, Strategy, Leadership, Human Resources, Training, Talent Acquisition, Change Management, Coaching, Organizational Design, Management, Onboarding, Employee Engagement, Organizational..., Consulting, Culture Change, MBTI, Executive Management
Education
University of Kentucky 1993 — 2000
MS/Ph. D., Counseling Psychology
Cornell University 1988 — 1992
BS, Human Development & Family Studies
Jeff Iacono Jeff Iacono's Lehman Brothers Experience July 2005 - September 2008
Job Logistics and Operations product lead, Caviar. Data analyst. Pretendgineer.
Industry Internet
Experience
Square November 2013 - Present
Square April 2012 - November 2013
the ElegantBuild company January 2009 - April 2012
CollegeJobConnect March 2009 - November 2011
Barclays Capital September 2008 - November 2008
Lehman Brothers July 2005 - September 2008
UGResearch July 2005 - September 2008
Bridgewater Associates September 2003 - January 2004
Skills
Start-ups, Investments, Data Analysis, Hedge Funds, Economics, Ruby, Ruby on Rails, JavaScript, SQL, MySQL, Node.js
Education
Dartmouth College 2001 — 2005
BS, Economics
Square November 2013 - Present
Square April 2012 - November 2013
the ElegantBuild company January 2009 - April 2012
CollegeJobConnect March 2009 - November 2011
Barclays Capital September 2008 - November 2008
Lehman Brothers July 2005 - September 2008
UGResearch July 2005 - September 2008
Bridgewater Associates September 2003 - January 2004
Skills
Start-ups, Investments, Data Analysis, Hedge Funds, Economics, Ruby, Ruby on Rails, JavaScript, SQL, MySQL, Node.js
Education
Dartmouth College 2001 — 2005
BS, Economics
Douglas Kortfelt Douglas Kortfelt's Lehman Brothers Experience 2006 - 2009
Job Global Head of Strategic Sourcing & Procurement at Nasdaq
Industry Financial Services
Experience
NASDAQ OMX 2013 - Present
Citibank 2010 - 2013
Lehman Brothers 2006 - 2009
The Walt Disney Company 2004 - 2006
A.T. Kearney 2002 - 2004
Ernst & Young 2000 - 2001
PwC 1997 - 2000
Skills
Outsourcing, Strategic Sourcing, Vendor Management, Procurement, Process Improvement, Risk Management, Global Sourcing, Financial Services, Supply Chain, Financial Modeling, Strategy, Strategic Planning, Analytics, Budgets, Cross-functional Team..., Mergers
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Finance and General Management
Michigan State University - The Eli Broad Graduate School of Management 1987 — 1991
BA, Materials & Logistics Management
NASDAQ OMX 2013 - Present
Citibank 2010 - 2013
Lehman Brothers 2006 - 2009
The Walt Disney Company 2004 - 2006
A.T. Kearney 2002 - 2004
Ernst & Young 2000 - 2001
PwC 1997 - 2000
Skills
Outsourcing, Strategic Sourcing, Vendor Management, Procurement, Process Improvement, Risk Management, Global Sourcing, Financial Services, Supply Chain, Financial Modeling, Strategy, Strategic Planning, Analytics, Budgets, Cross-functional Team..., Mergers
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Finance and General Management
Michigan State University - The Eli Broad Graduate School of Management 1987 — 1991
BA, Materials & Logistics Management
Deijon McFarlane Deijon McFarlane's Lehman Brothers Experience 2008 - 2008
Job Associate at Nomura
Industry Banking
Experience
Nomura September 2014 - Present
Barclays August 2010 - September 2014
MTA New York City Transit 2009 - 2010
Lehman Brothers 2008 - 2008
Skills
Integration, SQL, Disaster Recovery, Visio, Databases, Perl Automation, PHP, Powershell, JavaScript, Perl, XML, Networking, Data Center, Access, Windows Server
Education
CUNY New York City College of Technology 2005 — 2010
Bachelor of Technology (BTech), Computer Technology/Computer Systems Technology
Nomura September 2014 - Present
Barclays August 2010 - September 2014
MTA New York City Transit 2009 - 2010
Lehman Brothers 2008 - 2008
Skills
Integration, SQL, Disaster Recovery, Visio, Databases, Perl Automation, PHP, Powershell, JavaScript, Perl, XML, Networking, Data Center, Access, Windows Server
Education
CUNY New York City College of Technology 2005 — 2010
Bachelor of Technology (BTech), Computer Technology/Computer Systems Technology
Nathan Anderson Nathan Anderson's Lehman Brothers Experience August 2002 - July 2005
Job Principal at Bain & Company
Industry Management Consulting
Experience
Bain & Company January 2014 - Present
Bain & Company July 2011 - Present
Bain & Company May 2010 - August 2011
Bain & Company September 2008 - May 2010
Active Private Equity 2007 - 2007
Lehman Brothers August 2002 - July 2005
Skills
Acquisition Integration, Private Equity, Organizational Design, Cost Reduction, Due Diligence, LBO, Performance Improvement, Business Strategy
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Management and Strategy, and Entrepreneurship and Innovation
Dartmouth College 1998 — 2002
Bachelor of Arts, Economics
Bain & Company January 2014 - Present
Bain & Company July 2011 - Present
Bain & Company May 2010 - August 2011
Bain & Company September 2008 - May 2010
Active Private Equity 2007 - 2007
Lehman Brothers August 2002 - July 2005
Skills
Acquisition Integration, Private Equity, Organizational Design, Cost Reduction, Due Diligence, LBO, Performance Improvement, Business Strategy
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Management and Strategy, and Entrepreneurship and Innovation
Dartmouth College 1998 — 2002
Bachelor of Arts, Economics
Linda Gridley Linda Gridley's Lehman Brothers Experience August 1986 - December 1996
Job Investment Banker for Digital Media/Marketing, Author of Gridley's Guide to Digital NYC
Industry Banking
Experience
AGC Partners - a technology oriented investment bank September 2014 - Present
Gridley & Company, LLC September 2001 - September 2014
ING Barings October 1997 - May 2002
ABN Amro May 2001 - August 2001
Furman Selz February 1996 - October 1997
Lehman Brothers August 1986 - December 1996
Education
Dartmouth College
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
AGC Partners - a technology oriented investment bank September 2014 - Present
Gridley & Company, LLC September 2001 - September 2014
ING Barings October 1997 - May 2002
ABN Amro May 2001 - August 2001
Furman Selz February 1996 - October 1997
Lehman Brothers August 1986 - December 1996
Education
Dartmouth College
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Brian Conlon Brian Conlon's Lehman Brothers Experience 2005 - September 2008
Job Fixed Income Sales at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Barclays Capital 2008 - 2014
Lehman Brothers 2005 - September 2008
Lehman Brothers 2003 - 2005
State Street 2003 - 2003
State Street 2001 - 2003
Bank Austria 1999 - 2001
Skills
Fixed Income, Credit, Money Market, Finance, Investments, Securities, ABS, Capital Markets, Rates, Sales, Securities Lending, Interest Rates, Bloomberg, CRM, Hedge Funds, Trading, Financing, Commercial Paper, Relationship Management, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University
Masters, MBA
Fairfield University 1995 — 1999
BS, Marketing - concentration in Finance, minor in Studio Art
Regent's College, London 1998 — 1998
Semester Abroad
Chaminade High School
Fidelity Investments June 2015 - Present
Barclays Capital 2008 - 2014
Lehman Brothers 2005 - September 2008
Lehman Brothers 2003 - 2005
State Street 2003 - 2003
State Street 2001 - 2003
Bank Austria 1999 - 2001
Skills
Fixed Income, Credit, Money Market, Finance, Investments, Securities, ABS, Capital Markets, Rates, Sales, Securities Lending, Interest Rates, Bloomberg, CRM, Hedge Funds, Trading, Financing, Commercial Paper, Relationship Management, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University
Masters, MBA
Fairfield University 1995 — 1999
BS, Marketing - concentration in Finance, minor in Studio Art
Regent's College, London 1998 — 1998
Semester Abroad
Chaminade High School
William (Bill) Alexander William (Bill) Alexander's Lehman Brothers Experience 1997 - 1998
Job Bursar at Micropower Career Institute, Seeking New Career Opportunity
Industry Accounting
Experience
Micropower Career Institute December 2013 - November 2014
Target November 2011 - November 2013
The Meehan Consulting Group, Inc. 2007 - May 2011
Employment Solutions 2011 - 2011
Yeshiva University 2005 - 2006
Yeshiva University July 1999 - July 2005
Lehman Brothers 1997 - 1998
Lehman Brothers 1995 - 1997
Lehman Brothers 1989 - 1995
American Express 1992 - 1994
Skills
Financial Reporting, Management, Executive Management, Finance, Analysis, Accounting, Project Management, Auditing, Public Speaking, Leadership, Financial Analysis, Software Documentation, Customer Service, Microsoft Office, Access, Higher Education, Banking, Risk Management, Strategic Planning, Program Management
Education
Cornell University 1982 — 1986
BA, Government
Micropower Career Institute December 2013 - November 2014
Target November 2011 - November 2013
The Meehan Consulting Group, Inc. 2007 - May 2011
Employment Solutions 2011 - 2011
Yeshiva University 2005 - 2006
Yeshiva University July 1999 - July 2005
Lehman Brothers 1997 - 1998
Lehman Brothers 1995 - 1997
Lehman Brothers 1989 - 1995
American Express 1992 - 1994
Skills
Financial Reporting, Management, Executive Management, Finance, Analysis, Accounting, Project Management, Auditing, Public Speaking, Leadership, Financial Analysis, Software Documentation, Customer Service, Microsoft Office, Access, Higher Education, Banking, Risk Management, Strategic Planning, Program Management
Education
Cornell University 1982 — 1986
BA, Government
Gautam Ranji Gautam Ranji's Lehman Brothers Experience October 1999 - January 2000
Job Senior Media Executive
Industry Publishing
Experience
Hearst Magazines June 2012 - Present
Dun & Bradstreet August 2010 - May 2012
Independent Consulting January 2010 - July 2010
MTV Networks June 2005 - June 2009
Viacom January 2001 - June 2005
Online Retail Partners February 2000 - December 2000
Lehman Brothers October 1999 - January 2000
Bear Stearns August 1997 - September 1999
Skills
Strategic Partnerships, Mergers & Acquisitions, Corporate Development, Business Strategy, Business Development, Joint Ventures, Mergers, Strategy, Divestitures, Negotiation, Management Consulting, Restructuring, Licensing, P&L Management, International Business
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Accounting
Dartmouth College 1987 — 1991
BA, Economics
Hearst Magazines June 2012 - Present
Dun & Bradstreet August 2010 - May 2012
Independent Consulting January 2010 - July 2010
MTV Networks June 2005 - June 2009
Viacom January 2001 - June 2005
Online Retail Partners February 2000 - December 2000
Lehman Brothers October 1999 - January 2000
Bear Stearns August 1997 - September 1999
Skills
Strategic Partnerships, Mergers & Acquisitions, Corporate Development, Business Strategy, Business Development, Joint Ventures, Mergers, Strategy, Divestitures, Negotiation, Management Consulting, Restructuring, Licensing, P&L Management, International Business
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Accounting
Dartmouth College 1987 — 1991
BA, Economics
Catherine P. McDonnell Catherine P. McDonnell's Lehman Brothers Experience July 1998 - February 2002
Job Principal, Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2013 - Present
PNC Wealth Management November 2004 - June 2013
Lehman Brothers July 1998 - February 2002
Skills
Investments, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, Fixed Income, Equities, Hedge Funds, Estate Planning, Valuation, Financial Analysis, Mutual Funds
Education
The Johns Hopkins University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.), Economics with a Studio Art Minor
Roland Park Country School 1988 — 1994
Brown Advisory June 2013 - Present
PNC Wealth Management November 2004 - June 2013
Lehman Brothers July 1998 - February 2002
Skills
Investments, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, Fixed Income, Equities, Hedge Funds, Estate Planning, Valuation, Financial Analysis, Mutual Funds
Education
The Johns Hopkins University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.), Economics with a Studio Art Minor
Roland Park Country School 1988 — 1994
Craig Elbert's Lehman Brothers Experience June 2003 - June 2005
Job VP of Marketing at Bonobos
Industry Apparel & Fashion
Experience
Bonobos March 2012 - Present
Bonobos May 2009 - March 2012
Universal Pictures May 2008 - July 2008
MTV Networks 2008 - 2008
Warner Music Group August 2005 - August 2007
Lehman Brothers June 2003 - June 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Dartmouth College 1999 — 2003
BA, English, Economics
Roosevelt
Bonobos March 2012 - Present
Bonobos May 2009 - March 2012
Universal Pictures May 2008 - July 2008
MTV Networks 2008 - 2008
Warner Music Group August 2005 - August 2007
Lehman Brothers June 2003 - June 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Dartmouth College 1999 — 2003
BA, English, Economics
Roosevelt
Shoshana Pollack's Lehman Brothers Experience February 2006 - September 2008
Job Summer Associate
Industry Financial Services
Experience
Ariel Investments May 2013 - Present
Cornell University, The Johnson Graduate School of Management August 2012 - Present
Citigroup August 2010 - July 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers February 2006 - September 2008
Skills
Equity Research, Fundamental Research, Industry Research, Equity Valuation, Capital Markets
Education
Touro College 2002 — 2006
BS, Finance
Cornell University
Ariel Investments May 2013 - Present
Cornell University, The Johnson Graduate School of Management August 2012 - Present
Citigroup August 2010 - July 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers February 2006 - September 2008
Skills
Equity Research, Fundamental Research, Industry Research, Equity Valuation, Capital Markets
Education
Touro College 2002 — 2006
BS, Finance
Cornell University
Rebecca Liu Rebecca Liu's Lehman Brothers Experience June 2007 - August 2007
Job Senior Manager New Product Development at American Express
Industry Financial Services
Experience
American Express November 2014 - Present
American Express September 2013 - October 2014
Barclays Capital May 2011 - August 2013
Wells Fargo Bank June 2008 - April 2011
Lehman Brothers June 2007 - August 2007
Skills
Strategy, Fixed Income, Management, Bloomberg, Capital Markets, Financial Modeling, Foreign Exchange, Corporate Finance, Financial Analysis, Investment Banking, Corporate Law, Financial Risk, Business Development, Sales, Derivatives, Risk Management, Financial Advisory, Due Diligence, Portfolio Management, Finance, Real Estate
Education
Cornell University 2004 — 2008
Bachelor of Science (BS)
American Express November 2014 - Present
American Express September 2013 - October 2014
Barclays Capital May 2011 - August 2013
Wells Fargo Bank June 2008 - April 2011
Lehman Brothers June 2007 - August 2007
Skills
Strategy, Fixed Income, Management, Bloomberg, Capital Markets, Financial Modeling, Foreign Exchange, Corporate Finance, Financial Analysis, Investment Banking, Corporate Law, Financial Risk, Business Development, Sales, Derivatives, Risk Management, Financial Advisory, Due Diligence, Portfolio Management, Finance, Real Estate
Education
Cornell University 2004 — 2008
Bachelor of Science (BS)
Peter Ying, PhD Peter Ying, PhD's Lehman Brothers Experience May 2001 - September 2008
Job Managing Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2014 - Present
Independent M&A Consultant April 2013 - October 2014
ContourGlobal August 2013 - October 2013
Barclays Investment Bank September 2011 - March 2013
Barclays Investment Bank September 2008 - September 2011
Lehman Brothers May 2001 - September 2008
The Jardine Engineering Corporation March 1998 - June 2000
ERM: Environmental Resources Management May 1995 - March 1998
Skills
Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Investments, Team Leadership, Mergers & Acquisitions, Corporate Development, Financial Services, Energy, Structured Finance, Private Equity, Finance, Business Development, Negotiation, Strategy, Renewable Energy, Financial Structuring, Due Diligence
Education
Cornell University 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Manchester - Institute of Science and Technology 1992 — 1993
Doctor of Philosophy (PhD), Chemical Engineering
University of Manchester - Institute of Science and Technology 1990 — 1992
Masters of Science (MSc), Chemical Engineering
University of Manchester - Institute of Science and Technology 1987 — 1990
Bachelor of Engineering (BEng), Chemical Engineering, II.1 with honours
Goldman Sachs November 2014 - Present
Independent M&A Consultant April 2013 - October 2014
ContourGlobal August 2013 - October 2013
Barclays Investment Bank September 2011 - March 2013
Barclays Investment Bank September 2008 - September 2011
Lehman Brothers May 2001 - September 2008
The Jardine Engineering Corporation March 1998 - June 2000
ERM: Environmental Resources Management May 1995 - March 1998
Skills
Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Investments, Team Leadership, Mergers & Acquisitions, Corporate Development, Financial Services, Energy, Structured Finance, Private Equity, Finance, Business Development, Negotiation, Strategy, Renewable Energy, Financial Structuring, Due Diligence
Education
Cornell University 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Manchester - Institute of Science and Technology 1992 — 1993
Doctor of Philosophy (PhD), Chemical Engineering
University of Manchester - Institute of Science and Technology 1990 — 1992
Masters of Science (MSc), Chemical Engineering
University of Manchester - Institute of Science and Technology 1987 — 1990
Bachelor of Engineering (BEng), Chemical Engineering, II.1 with honours
Andrew Chen Andrew Chen's Lehman Brothers Experience July 2005 - June 2007
Job Analyst at Kingdon Capital
Industry Investment Management
Experience
Kingdon Capital September 2011 - Present
KKR September 2007 - August 2011
Lehman Brothers July 2005 - June 2007
Education
Dartmouth College 2001 — 2005
BA, Economics, Mathematics
Groton School 1997 — 2001
Kingdon Capital September 2011 - Present
KKR September 2007 - August 2011
Lehman Brothers July 2005 - June 2007
Education
Dartmouth College 2001 — 2005
BA, Economics, Mathematics
Groton School 1997 — 2001
William Isaac Thorne William Isaac Thorne's Lehman Brothers Experience 1996 - 2001
Job Finance and Strategy Executive
Industry Management Consulting
Experience
Deloitte June 2009 - July 2014
Bain & Company September 2006 - March 2009
Booz Allen Hamilton June 2005 - August 2005
HSBC 2003 - 2004
Tyche Partners 2001 - 2002
Lehman Brothers 1996 - 2001
Arthur Andersen March 1995 - September 1995
Skills
Corporate Strategy, Business Unit Strategy, Restructuring Advisory, Financial Analysis, Due Diligence, Debt Financing, Transaction Management, Asset Disposition, Turnaround Strategy, Process Improvement, Performance Improvement, Crisis Management, Financial Restructuring, Business Strategy, Restructuring, Portfolio Management, Corporate Finance, Corporate Development, Private Equity, Asset, Strategy, Management Consulting, Mergers, Valuation, Investments, Financial Modeling, Structured Finance, Financial Structuring, Finance, Financial Services, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Strategic Management
Northwestern University 2003 — 2004
Accounting
Dartmouth College 1992 — 1996
AB, Economics
Edmond Memorial High School 1990 — 1992
Deloitte June 2009 - July 2014
Bain & Company September 2006 - March 2009
Booz Allen Hamilton June 2005 - August 2005
HSBC 2003 - 2004
Tyche Partners 2001 - 2002
Lehman Brothers 1996 - 2001
Arthur Andersen March 1995 - September 1995
Skills
Corporate Strategy, Business Unit Strategy, Restructuring Advisory, Financial Analysis, Due Diligence, Debt Financing, Transaction Management, Asset Disposition, Turnaround Strategy, Process Improvement, Performance Improvement, Crisis Management, Financial Restructuring, Business Strategy, Restructuring, Portfolio Management, Corporate Finance, Corporate Development, Private Equity, Asset, Strategy, Management Consulting, Mergers, Valuation, Investments, Financial Modeling, Structured Finance, Financial Structuring, Finance, Financial Services, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Strategic Management
Northwestern University 2003 — 2004
Accounting
Dartmouth College 1992 — 1996
AB, Economics
Edmond Memorial High School 1990 — 1992
Chris Lentz, CFA's Lehman Brothers Experience 2006 - 2009
Job Managing Director at AckmanZiff
Industry Commercial Real Estate
Experience
Ackman-Ziff April 2013 - Present
Evercore Partners February 2011 - March 2013
Lazard 2009 - 2011
Lehman Brothers 2006 - 2009
Skills
Investment Banking, Valuation, Structured Finance, Equities, Bloomberg, Commercial Real Estate, Special Situations, Debt, Programming, Factset, Excel, Restructuring, Trading, Microsoft Excel, Mergers & Acquisitions, M&A execution, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Business Law & Corporate Finance
Dartmouth College 1998 — 2002
BS, Computer Science
Milton Academy 1995 — 1998
St. Bernards 1985 — 1994
Grade School
Ackman-Ziff April 2013 - Present
Evercore Partners February 2011 - March 2013
Lazard 2009 - 2011
Lehman Brothers 2006 - 2009
Skills
Investment Banking, Valuation, Structured Finance, Equities, Bloomberg, Commercial Real Estate, Special Situations, Debt, Programming, Factset, Excel, Restructuring, Trading, Microsoft Excel, Mergers & Acquisitions, M&A execution, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Business Law & Corporate Finance
Dartmouth College 1998 — 2002
BS, Computer Science
Milton Academy 1995 — 1998
St. Bernards 1985 — 1994
Grade School
Kevin McGovern, CFA, CPA Kevin McGovern, CFA, CPA's Lehman Brothers Experience October 2005 - March 2008
Job LNG Supply & Trading at Chevron
Industry Oil & Energy
Experience
Chevron July 2012 - Present
Bank of America June 2011 - August 2011
Deutsche Bank March 2008 - July 2010
Lehman Brothers October 2005 - March 2008
Merrill Lynch July 2004 - October 2005
Enterprise Rent-A-Car 2002 - 2004
Skills
Valuation, Derivatives, Equities, Finance, Trading, Credit Derivatives, Corporate Finance, Equity Derivatives, Financial Modeling, Structured Products, Credit Risk, Capital Markets, Fixed Income, Credit, Investment Banking, Market Risk, Bloomberg, Asset Management, Financial Structuring, Financial Analysis, Portfolio Management, Due Diligence, Risk Management
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets & Asset Management
Montclair State University 1997 — 2002
BS, Accounting & Finance
Chevron July 2012 - Present
Bank of America June 2011 - August 2011
Deutsche Bank March 2008 - July 2010
Lehman Brothers October 2005 - March 2008
Merrill Lynch July 2004 - October 2005
Enterprise Rent-A-Car 2002 - 2004
Skills
Valuation, Derivatives, Equities, Finance, Trading, Credit Derivatives, Corporate Finance, Equity Derivatives, Financial Modeling, Structured Products, Credit Risk, Capital Markets, Fixed Income, Credit, Investment Banking, Market Risk, Bloomberg, Asset Management, Financial Structuring, Financial Analysis, Portfolio Management, Due Diligence, Risk Management
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets & Asset Management
Montclair State University 1997 — 2002
BS, Accounting & Finance
Carole-Eden Ball Carole-Eden Ball's Lehman Brothers Experience July 2004 - October 2009
Job Assistant Brand Manager Air Care, Glade(R) Candles at SC Johnson
Industry Consumer Goods
Experience
SC Johnson August 2012 - Present
SC Johnson May 2011 - August 2011
Knight Capital Group July 2009 - June 2010
Lehman Brothers July 2004 - October 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Strategic Marketing & Global Management
Instituto de Empresa 2012 — 2012
Master of Business Administration (MBA), Study Abroad - International Marketing
Spelman College 2000 — 2004
BA, Economics
Westhampton Beach HS 2001 — 2004
SC Johnson August 2012 - Present
SC Johnson May 2011 - August 2011
Knight Capital Group July 2009 - June 2010
Lehman Brothers July 2004 - October 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Strategic Marketing & Global Management
Instituto de Empresa 2012 — 2012
Master of Business Administration (MBA), Study Abroad - International Marketing
Spelman College 2000 — 2004
BA, Economics
Westhampton Beach HS 2001 — 2004
Chris Large Chris Large's Lehman Brothers Experience 1995 - 1996
Job Online Services, Partner Business Development Manager at Microsoft Northeast
Industry Computer Software
Experience
Microsoft October 2012 - Present
Microsoft April 2011 - October 2012
Microsoft April 2010 - January 2011
Microsoft April 2008 - April 2010
Microsoft January 2007 - March 2008
Microsoft November 2004 - January 2007
Microsoft September 2003 - October 2004
Microsoft June 1998 - August 2003
Lehman Brothers 1995 - 1996
Skills
SaaS, People Management, Cloud Computing, Go-to-market Strategy, Partner Management, Demand Generation, Enterprise Software, Sales Enablement, Business Alliances, Channel Incentives, Multi-channel Marketing, Strategic Partnerships, Channel Management, Channel Partner..., Product Management, Channel Leadership, Solution Selling, Channel Partners, Change Management, Career Development..., Strategic Planning, Team Collaboration, Strategic Leadership, Product Marketing, Business Strategy, Channel, Web Analytics, Software Licensing
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
Master of Business Administration (M.B.A.)
Lehigh University 1987 — 1991
Bachelor of Science in Business and Economics, Finance Major
Princeton Day School 1974 — 1987
Microsoft October 2012 - Present
Microsoft April 2011 - October 2012
Microsoft April 2010 - January 2011
Microsoft April 2008 - April 2010
Microsoft January 2007 - March 2008
Microsoft November 2004 - January 2007
Microsoft September 2003 - October 2004
Microsoft June 1998 - August 2003
Lehman Brothers 1995 - 1996
Skills
SaaS, People Management, Cloud Computing, Go-to-market Strategy, Partner Management, Demand Generation, Enterprise Software, Sales Enablement, Business Alliances, Channel Incentives, Multi-channel Marketing, Strategic Partnerships, Channel Management, Channel Partner..., Product Management, Channel Leadership, Solution Selling, Channel Partners, Change Management, Career Development..., Strategic Planning, Team Collaboration, Strategic Leadership, Product Marketing, Business Strategy, Channel, Web Analytics, Software Licensing
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
Master of Business Administration (M.B.A.)
Lehigh University 1987 — 1991
Bachelor of Science in Business and Economics, Finance Major
Princeton Day School 1974 — 1987
Richard Tuosto, CFA Richard Tuosto, CFA's Lehman Brothers Experience July 2004 - June 2006
Job Manager at PwC
Industry Financial Services
Experience
PwC June 2011 - Present
Collins Stewart July 2009 - February 2010
NPA Financial Services January 2009 - May 2009
SAC Capital June 2006 - June 2008
Lehman Brothers July 2004 - June 2006
Skills
Trading, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Equities, Capital Markets, Equity Research, Asset Managment, Fixed Income, Corporate Finance, Investments, Financial Analysis, Credit, Bonds, Equity Valuation, Finance, Economics, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance
University of Maryland College Park 2000 — 2004
BS, Finance
PwC June 2011 - Present
Collins Stewart July 2009 - February 2010
NPA Financial Services January 2009 - May 2009
SAC Capital June 2006 - June 2008
Lehman Brothers July 2004 - June 2006
Skills
Trading, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Equities, Capital Markets, Equity Research, Asset Managment, Fixed Income, Corporate Finance, Investments, Financial Analysis, Credit, Bonds, Equity Valuation, Finance, Economics, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance
University of Maryland College Park 2000 — 2004
BS, Finance
Robert Friedman Robert Friedman's Lehman Brothers Experience January 2002 - December 2002
Job Managing Director, Life Sciences Group at Navigant Consulting Inc.
Industry Management Consulting
Experience
Navigant Consulting Inc. October 2012 - Present
Easton Associates May 2000 - October 2012
Lehman Brothers January 2002 - December 2002
IBM Global Services May 1996 - May 2000
The Wilkerson Group (IBM Healthcare Consulting) 1996 - 2000
The Wilkerson Group January 1987 - December 1991
Skills
Strategy, Management Consulting, Business Development, Product Management, Biotechnology, Medical Devices, Due Diligence, Lifesciences, Healthcare, Corporate Development, Venture Capital, Valuation, Financial Modeling, Mergers, Private Equity, Management, Forecasting, Business Strategy, Portfolio Management, Equity Research
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Marketing & Finance
Yeshiva University 1974 — 1978
BA, Biology
Navigant Consulting Inc. October 2012 - Present
Easton Associates May 2000 - October 2012
Lehman Brothers January 2002 - December 2002
IBM Global Services May 1996 - May 2000
The Wilkerson Group (IBM Healthcare Consulting) 1996 - 2000
The Wilkerson Group January 1987 - December 1991
Skills
Strategy, Management Consulting, Business Development, Product Management, Biotechnology, Medical Devices, Due Diligence, Lifesciences, Healthcare, Corporate Development, Venture Capital, Valuation, Financial Modeling, Mergers, Private Equity, Management, Forecasting, Business Strategy, Portfolio Management, Equity Research
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Marketing & Finance
Yeshiva University 1974 — 1978
BA, Biology
Albert Fiorillo's Lehman Brothers Experience December 2008 - September 2009
Job Application Support & Developer
Industry Investment Banking
Experience
Barclays September 2009 - Present
Lehman Brothers December 2008 - September 2009
Van der Moolen October 2005 - December 2008
RCDolner LLC September 2003 - October 2005
Skills
Python, VBScript, C#, Linux, Perl, Windows, TCP/IP, Batch Processing, MS Office Suite, MSSQL, MySQL, Active Directory, Electronic Trading, Microsoft Office, Microsoft SQL Server, System Administration, Trading Systems, Windows Server
Education
CUNY New York City College of Technology 2001 — 2003
Bachelor or Technology, Computer Systems
Xaverian High School 1994 — 1998
Barclays September 2009 - Present
Lehman Brothers December 2008 - September 2009
Van der Moolen October 2005 - December 2008
RCDolner LLC September 2003 - October 2005
Skills
Python, VBScript, C#, Linux, Perl, Windows, TCP/IP, Batch Processing, MS Office Suite, MSSQL, MySQL, Active Directory, Electronic Trading, Microsoft Office, Microsoft SQL Server, System Administration, Trading Systems, Windows Server
Education
CUNY New York City College of Technology 2001 — 2003
Bachelor or Technology, Computer Systems
Xaverian High School 1994 — 1998
Patty Kong Patty Kong's Lehman Brothers Experience 2008 - 2008
Job Manager of Investor Relations at CBS Corporation
Industry Marketing and Advertising
Experience
Terra 2013 - 2014
Barclays 2008 - 2013
Lehman Brothers 2008 - 2008
Neuberger Berman 2005 - 2008
Morgan Stanley 2003 - 2003
Ford Foundation 2001 - 2002
Skills
Investor Relations, Relationship Management, Strategic Communications, Business Development, Marketing, Strategy, Equity Research, Bloomberg, Portfolio Management, Financial Modeling, Competitive Analysis, Analysis, Project Management, Start-ups, Strategic Partnerships, Business Planning, Client Development, Equities, Investor Targeting, Management, Capital Markets, Hedge Funds, CRM
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
State University of New York at Stony Brook
Bachelor of Arts
Terra 2013 - 2014
Barclays 2008 - 2013
Lehman Brothers 2008 - 2008
Neuberger Berman 2005 - 2008
Morgan Stanley 2003 - 2003
Ford Foundation 2001 - 2002
Skills
Investor Relations, Relationship Management, Strategic Communications, Business Development, Marketing, Strategy, Equity Research, Bloomberg, Portfolio Management, Financial Modeling, Competitive Analysis, Analysis, Project Management, Start-ups, Strategic Partnerships, Business Planning, Client Development, Equities, Investor Targeting, Management, Capital Markets, Hedge Funds, CRM
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
State University of New York at Stony Brook
Bachelor of Arts
Brooke Price Brooke Price's Lehman Brothers Experience June 2005 - December 2008
Job Actively Hiring for Internal Recruiting & HR at SF Startups
Industry Staffing and Recruiting
Experience
HR Search Experts May 2014 - Present
Marks & Semple October 2012 - April 2014
Betts Recruiting December 2011 - October 2012
The Curran Group April 2010 - December 2011
JP Morgan December 2008 - April 2010
Lehman Brothers June 2005 - December 2008
Skills
SaaS, Sales, Account Management, Client Services, Sales Management, Recruiting, Investment Management, Financial Services, Investments, Hedge Funds, Portfolio Management, Negotiation, New Business Development, CRM, Management, Start-ups, Human Resources, Online Marketing, Strategy, Executive Search, Marketing, Social Media, Finance, Training, Talent Management, Asset Management, Interviews
Education
Dartmouth College 2001 — 2005
Bachelors, Environmental Economics
The London School of Economics and Political Science (LSE) 2004 — 2004
BS, Economics and International Trade
Milton Academy 1999 — 2001
Green Mountain Valley School 1997 — 1999
HR Search Experts May 2014 - Present
Marks & Semple October 2012 - April 2014
Betts Recruiting December 2011 - October 2012
The Curran Group April 2010 - December 2011
JP Morgan December 2008 - April 2010
Lehman Brothers June 2005 - December 2008
Skills
SaaS, Sales, Account Management, Client Services, Sales Management, Recruiting, Investment Management, Financial Services, Investments, Hedge Funds, Portfolio Management, Negotiation, New Business Development, CRM, Management, Start-ups, Human Resources, Online Marketing, Strategy, Executive Search, Marketing, Social Media, Finance, Training, Talent Management, Asset Management, Interviews
Education
Dartmouth College 2001 — 2005
Bachelors, Environmental Economics
The London School of Economics and Political Science (LSE) 2004 — 2004
BS, Economics and International Trade
Milton Academy 1999 — 2001
Green Mountain Valley School 1997 — 1999
Rebeka Milnes Rebeka Milnes's Lehman Brothers Experience July 2006 - December 2007
Job Healthcare Analyst at Relational Investors LLC
Industry Investment Management
Experience
Relational Investors January 2011 - Present
Kayne Anderson Rudnick 2012 - 2013
Kayne Anderson Rudnick 2012 - 2013
Kayne Anderson Rudnick 2012 - 2013
Relational Investors January 2008 - December 2010
Lehman Brothers July 2006 - December 2007
GE 2004 - 2004
Skills
Valuation, Bloomberg, Financial Analysis, Investments, Microsoft Office, Competitive Analysis, Capital Markets, Portfolio Management
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics and Management
Relational Investors January 2011 - Present
Kayne Anderson Rudnick 2012 - 2013
Kayne Anderson Rudnick 2012 - 2013
Kayne Anderson Rudnick 2012 - 2013
Relational Investors January 2008 - December 2010
Lehman Brothers July 2006 - December 2007
GE 2004 - 2004
Skills
Valuation, Bloomberg, Financial Analysis, Investments, Microsoft Office, Competitive Analysis, Capital Markets, Portfolio Management
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics and Management
Allison Akhnoukh Allison Akhnoukh's Lehman Brothers Experience July 1999 - July 2001
Job Chief of Staff at 2Revolutions
Industry Education Management
Experience
2Revolutions January 2015 - Present
K-12 Education Consultant September 2013 - December 2014
Caliber Schools December 2012 - September 2013
KIPP Foundation August 2009 - August 2012
Oakland Unified School District July 2005 - May 2008
Oakland Unified School District July 2005 - June 2007
Epiphany Middle School July 2001 - June 2003
Lehman Brothers July 1999 - July 2001
Skills
Non-profits, Educational Leadership, Grant Writing, Program Development
Education
Harvard Business School 2003 — 2005
MBA
Dartmouth College 1995 — 1999
2Revolutions January 2015 - Present
K-12 Education Consultant September 2013 - December 2014
Caliber Schools December 2012 - September 2013
KIPP Foundation August 2009 - August 2012
Oakland Unified School District July 2005 - May 2008
Oakland Unified School District July 2005 - June 2007
Epiphany Middle School July 2001 - June 2003
Lehman Brothers July 1999 - July 2001
Skills
Non-profits, Educational Leadership, Grant Writing, Program Development
Education
Harvard Business School 2003 — 2005
MBA
Dartmouth College 1995 — 1999
Nathan Kornfeld Nathan Kornfeld's Lehman Brothers Experience June 1987 - January 1997
Job Partner at Patron Capital
Industry Financial Services
Experience
Patron Capital PresidentGMAC Institutional Advisors2004 - 2006
GMAC Commercial Mortgage 2001 - 2006
GMAC-RFC 2000 - 2002
Phoenix Finance Group, LLC January 1998 - May 2000
Lehman Brothers June 1987 - January 1997
Salomon Brothers January 1978 - May 1987
Skills
Structured Finance, Fixed Income, Securitization, Asset Managment, Financial Advisory, Portfolio Management, Strategic Leadership, Valuation, Financial Structuring, Mergers & Acquisitions, Asset Management, Loans, Restructuring, Swaps, Real Estate Economics, Venture Capital, Financial Services, Risk Management, Investment Properties, Investments, Mortgage Lending, Private Equity, Real Estate, Due Diligence, Financial Modeling, Banking, Trading, Investment Banking, Alternative Investments, Management, Corporate Finance, Joint Ventures, Capital Markets, Hedge Funds, Real Estate Financing, Corporate Governance, Real Estate Development, Mezzanine, Finance, Securities, Equities, CMBS
Education
Cornell University - S.C. Johnson Graduate School of Management 1976 — 1978
Master of Business Administration (MBA), Finance, General
The George Washington University 1971 — 1975
BA, Political Science
New York University
Center for Global Affairs
Patron Capital PresidentGMAC Institutional Advisors2004 - 2006
GMAC Commercial Mortgage 2001 - 2006
GMAC-RFC 2000 - 2002
Phoenix Finance Group, LLC January 1998 - May 2000
Lehman Brothers June 1987 - January 1997
Salomon Brothers January 1978 - May 1987
Skills
Structured Finance, Fixed Income, Securitization, Asset Managment, Financial Advisory, Portfolio Management, Strategic Leadership, Valuation, Financial Structuring, Mergers & Acquisitions, Asset Management, Loans, Restructuring, Swaps, Real Estate Economics, Venture Capital, Financial Services, Risk Management, Investment Properties, Investments, Mortgage Lending, Private Equity, Real Estate, Due Diligence, Financial Modeling, Banking, Trading, Investment Banking, Alternative Investments, Management, Corporate Finance, Joint Ventures, Capital Markets, Hedge Funds, Real Estate Financing, Corporate Governance, Real Estate Development, Mezzanine, Finance, Securities, Equities, CMBS
Education
Cornell University - S.C. Johnson Graduate School of Management 1976 — 1978
Master of Business Administration (MBA), Finance, General
The George Washington University 1971 — 1975
BA, Political Science
New York University
Center for Global Affairs
PETER ROLLINS PETER ROLLINS's Lehman Brothers Experience January 1981 - June 1986
Job FINANCIAL ANALYST at Citi
Industry Financial Services
Experience
Citi June 2006 - Present
Citi January 2004 - June 2006
Citi March 2001 - January 2004
Citi December 1994 - March 2001
Neuberger Berman May 1989 - December 1994
Donaldson, Lufkin & Jenrette June 1986 - May 1989
Lehman Brothers January 1981 - June 1986
Skills
Fixed Income, Trading, Equities, Series 7, Financial Analysis, Capital Markets, Banking, Finance, Equity Trading, Treasury, Securities
Education
CUNY York College 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
Citi June 2006 - Present
Citi January 2004 - June 2006
Citi March 2001 - January 2004
Citi December 1994 - March 2001
Neuberger Berman May 1989 - December 1994
Donaldson, Lufkin & Jenrette June 1986 - May 1989
Lehman Brothers January 1981 - June 1986
Skills
Fixed Income, Trading, Equities, Series 7, Financial Analysis, Capital Markets, Banking, Finance, Equity Trading, Treasury, Securities
Education
CUNY York College 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
Thomas J. Gormley Thomas J. Gormley's Lehman Brothers Experience 2006 - 2008
Job Real Estate Portfolio Manager
Industry Investment Management
Experience
Sky Lake Partners, LLC April 2011 - Present
Standard Chartered Bank 2008 - April 2011
Lehman Brothers 2006 - 2008
Merrill Lynch 1995 - 2006
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Fordham University
BS
Sky Lake Partners, LLC April 2011 - Present
Standard Chartered Bank 2008 - April 2011
Lehman Brothers 2006 - 2008
Merrill Lynch 1995 - 2006
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Fordham University
BS
Wen Betts Wen Betts's Lehman Brothers Experience August 1996 - August 1998
Job Director at Deloitte
Industry Financial Services
Experience
Deloitte November 2005 - Present
Credit Suisse August 2004 - November 2005
Deloitte August 1999 - August 2004
Merrill Lynch August 1998 - August 1999
Lehman Brothers August 1996 - August 1998
Education
Cornell University 1992 — 1996
B.S., Natural Resources, Business
Deloitte November 2005 - Present
Credit Suisse August 2004 - November 2005
Deloitte August 1999 - August 2004
Merrill Lynch August 1998 - August 1999
Lehman Brothers August 1996 - August 1998
Education
Cornell University 1992 — 1996
B.S., Natural Resources, Business
Greg Boguslavsky Greg Boguslavsky's Lehman Brothers Experience July 2008 - August 2008
Job Senior Associate at The Sterling Group
Industry Venture Capital & Private Equity
Experience
The Sterling Group June 2015 - Present
Tishman Speyer June 2014 - August 2014
HGGC (Huntsman Gay Global Capital) September 2011 - July 2013
McKinsey & Company July 2009 - June 2011
Lehman Brothers July 2008 - August 2008
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Business Strategy, Investments, Strategy, Management Consulting, Corporate Finance, Venture Capital, Mergers & Acquisitions, Investment Banking, Entrepreneurship
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
A.B., Economics
The Sterling Group June 2015 - Present
Tishman Speyer June 2014 - August 2014
HGGC (Huntsman Gay Global Capital) September 2011 - July 2013
McKinsey & Company July 2009 - June 2011
Lehman Brothers July 2008 - August 2008
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Business Strategy, Investments, Strategy, Management Consulting, Corporate Finance, Venture Capital, Mergers & Acquisitions, Investment Banking, Entrepreneurship
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
A.B., Economics
Laura Dickinson's Lehman Brothers Experience March 2000 - August 2001
Job Branch Operations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
C&F Investment Services June 2013 - March 2014
TIAA-CREF August 2011 - May 2013
First Clearing LLC November 2006 - September 2011
Wachovia Securities, LLC April 2005 - November 2006
Anderson and Strudwick June 2004 - March 2005
Gardener's Groove June 2002 - December 2004
Lehman Brothers March 2000 - August 2001
Skills
Series 7, Securities, Mutual Funds, Financial Services, Corporate Finance, Fixed Income, Series 63, Back Office, Investments, FINRA, Financial Advisory, Wealth Management, Equities, Risk Management, Portfolio Management, Relationship Management, Asset Management
Education
Institute of Integrative Nutrition 2010 — 2011
NA, Holistic Health Counselor
D'Amore-McKim School of Business at Northeastern University 2009 — 2009
N/A, Courses in Finance
J. Saregant Reynolds 2001 — 2002
N/A, Horticulture
Costa Rica Spanish Institute 2000 — 2000
NA, Spanish language courses
George Mason University 1990 — 1993
BA, Political Science
AXA Advisors April 2014 - Present
C&F Investment Services June 2013 - March 2014
TIAA-CREF August 2011 - May 2013
First Clearing LLC November 2006 - September 2011
Wachovia Securities, LLC April 2005 - November 2006
Anderson and Strudwick June 2004 - March 2005
Gardener's Groove June 2002 - December 2004
Lehman Brothers March 2000 - August 2001
Skills
Series 7, Securities, Mutual Funds, Financial Services, Corporate Finance, Fixed Income, Series 63, Back Office, Investments, FINRA, Financial Advisory, Wealth Management, Equities, Risk Management, Portfolio Management, Relationship Management, Asset Management
Education
Institute of Integrative Nutrition 2010 — 2011
NA, Holistic Health Counselor
D'Amore-McKim School of Business at Northeastern University 2009 — 2009
N/A, Courses in Finance
J. Saregant Reynolds 2001 — 2002
N/A, Horticulture
Costa Rica Spanish Institute 2000 — 2000
NA, Spanish language courses
George Mason University 1990 — 1993
BA, Political Science
Yuan-Wei Li Yuan-Wei Li's Lehman Brothers Experience August 1999 - September 2008
Job
Industry Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers August 1999 - September 2008
Skills
Sybase, SQL, Unix, Investment Banking, Informatica, Business Intelligence, Business Objects, Java, Project Management, Relational Databases, Data Science, Machine Learning
Education
Cornell University 1998 — 1999
Master of Engineering (MEng), Computer Science
Cornell University 1997 — 1998
Master of Engineering (MEng), Operations Research
Barclays Capital September 2008 - Present
Lehman Brothers August 1999 - September 2008
Skills
Sybase, SQL, Unix, Investment Banking, Informatica, Business Intelligence, Business Objects, Java, Project Management, Relational Databases, Data Science, Machine Learning
Education
Cornell University 1998 — 1999
Master of Engineering (MEng), Computer Science
Cornell University 1997 — 1998
Master of Engineering (MEng), Operations Research
Sudesh Vasudevan Sudesh Vasudevan's Lehman Brothers Experience August 2008 - April 2009
Job Vice President, Technology Investment Banking
Industry Investment Banking
Experience
Deutsche Bank June 2010 - Present
Aetna May 2009 - June 2010
Lehman Brothers August 2008 - April 2009
Accenture July 2001 - June 2006
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.)
National University of Singapore 1997 — 2001
Bachelor of Engineering, Mechanical Engineering
Kendriya Vidyalaya
Kendriya Vidyalaya
Deutsche Bank June 2010 - Present
Aetna May 2009 - June 2010
Lehman Brothers August 2008 - April 2009
Accenture July 2001 - June 2006
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.)
National University of Singapore 1997 — 2001
Bachelor of Engineering, Mechanical Engineering
Kendriya Vidyalaya
Kendriya Vidyalaya
Bob Hyman Bob Hyman's Lehman Brothers Experience May 1993 - December 1995
Job Senior VP Portfolio Manager at Core Commodity Management LLC
Industry Financial Services
Experience
Core Commodity Management LLC June 2010 - Present
The Gelber Group August 2009 - June 2010
First New York Securities April 2007 - February 2009
Jefferies Asset Management January 2004 - May 2006
OTA Limited Partnership/Manhattanville Associates December 1995 - December 2003
Lehman Brothers May 1993 - December 1995
Amerada Hess May 1990 - July 1992
Drexel Burnham Lambert July 1978 - February 1990
AIG Trading Corp 1990 - 1990
Skills
Trading, Commodity, Options, Equities, Hedge Funds, FX Options, Commodity Markets, Financial Risk, Arbitrage, Back Office, Alternative Investments, Fixed Income, Derivatives, Bloomberg, Mutual Funds, Energy, Asset Managment, Proprietary Trading, Investments, Portfolio Management
Education
Dartmouth College 1974 — 1978
BA, Government
Core Commodity Management LLC June 2010 - Present
The Gelber Group August 2009 - June 2010
First New York Securities April 2007 - February 2009
Jefferies Asset Management January 2004 - May 2006
OTA Limited Partnership/Manhattanville Associates December 1995 - December 2003
Lehman Brothers May 1993 - December 1995
Amerada Hess May 1990 - July 1992
Drexel Burnham Lambert July 1978 - February 1990
AIG Trading Corp 1990 - 1990
Skills
Trading, Commodity, Options, Equities, Hedge Funds, FX Options, Commodity Markets, Financial Risk, Arbitrage, Back Office, Alternative Investments, Fixed Income, Derivatives, Bloomberg, Mutual Funds, Energy, Asset Managment, Proprietary Trading, Investments, Portfolio Management
Education
Dartmouth College 1974 — 1978
BA, Government
C.J. Martin C.J. Martin's Lehman Brothers Experience June 2002 - August 2002
Job Vice President at Contrarian Capital Management
Industry Investment Management
Experience
Contrarian Capital Management February 2011 - Present
Lazard August 2008 - February 2011
Morgan Stanley June 2007 - August 2007
Petrie Parkman & Co. July 2003 - July 2006
Lehman Brothers June 2002 - August 2002
Skills
Equities, Investment Banking, Mergers & Acquisitions, Restructuring, Private Equity, Finance, Corporate Finance, Capital Markets, Valuation, Investments, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
M.B.A.
The University of Texas at Austin 1999 — 2003
B.B.A.
Contrarian Capital Management February 2011 - Present
Lazard August 2008 - February 2011
Morgan Stanley June 2007 - August 2007
Petrie Parkman & Co. July 2003 - July 2006
Lehman Brothers June 2002 - August 2002
Skills
Equities, Investment Banking, Mergers & Acquisitions, Restructuring, Private Equity, Finance, Corporate Finance, Capital Markets, Valuation, Investments, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
M.B.A.
The University of Texas at Austin 1999 — 2003
B.B.A.
Robert Hartshorn, CFA Robert Hartshorn, CFA's Lehman Brothers Experience November 2006 - September 2008
Job Director, Risk Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
Cornell University June 2009 - May 2011
Steelhead Partners June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers November 2006 - September 2008
Lehman Brothers June 1997 - November 2006
Skills
Fixed Income, Leadership, Team Building, Equities, Financial Modeling, Strategic Planning, Capital Markets, New Business Development, Equity Research, Valuation, Recruiting, Investment Advisory, Bloomberg, Portfolio Management, Hedge Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Investments and Securities
Wharton / SIFMA Securities Industry Institute
Hartwick College 1992 — 1997
Bachelor of Arts, Political Science
Fidelity Investments April 2012 - Present
Cornell University June 2009 - May 2011
Steelhead Partners June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers November 2006 - September 2008
Lehman Brothers June 1997 - November 2006
Skills
Fixed Income, Leadership, Team Building, Equities, Financial Modeling, Strategic Planning, Capital Markets, New Business Development, Equity Research, Valuation, Recruiting, Investment Advisory, Bloomberg, Portfolio Management, Hedge Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Investments and Securities
Wharton / SIFMA Securities Industry Institute
Hartwick College 1992 — 1997
Bachelor of Arts, Political Science
Catherine Caicedo Catherine Caicedo's Lehman Brothers Experience June 2006 - August 2008
Job Finance Manager at McNeil Consumer Healthcare
Industry Hospital & Health Care
Experience
McNeil Consumer Healthcare October 2013 - Present
Johnson & Johnson January 2013 - October 2013
Mentor Worldwide, LLC, a Johnson & Johnson Company June 2010 - December 2012
Cornell University - S.C. Johnson Graduate School of Management August 2008 - June 2010
Johnson & Johnson May 2009 - August 2009
Lehman Brothers June 2006 - August 2008
Sullivan & Cromwell LLP July 2005 - June 2006
Skills
Financial Modeling, Valuation, Capital Markets, Financial Analysis, Forecasting, Strategic Financial..., Data Analysis, Business Planning, Accounting, Internal Controls, Strategic Planning, Corporate Finance, Internal Audit
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA, Finance and Accounting
Tufts University 2001 — 2005
B.A., International Relations and Economics
McNeil Consumer Healthcare October 2013 - Present
Johnson & Johnson January 2013 - October 2013
Mentor Worldwide, LLC, a Johnson & Johnson Company June 2010 - December 2012
Cornell University - S.C. Johnson Graduate School of Management August 2008 - June 2010
Johnson & Johnson May 2009 - August 2009
Lehman Brothers June 2006 - August 2008
Sullivan & Cromwell LLP July 2005 - June 2006
Skills
Financial Modeling, Valuation, Capital Markets, Financial Analysis, Forecasting, Strategic Financial..., Data Analysis, Business Planning, Accounting, Internal Controls, Strategic Planning, Corporate Finance, Internal Audit
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA, Finance and Accounting
Tufts University 2001 — 2005
B.A., International Relations and Economics
Anderson Schoenrock Anderson Schoenrock's Lehman Brothers Experience July 2001 - June 2004
Job CEO at Memory Ventures
Industry Internet
Experience
Memory Ventures October 2014 - Present
ScanDigital April 2007 - Present
LTL Prints & Artsy Canvas June 2012 - Present
BiographyNOW November 2011 - Present
Zietsman Realty Partners August 2003 - April 2007
Lehman Brothers July 2001 - June 2004
Skills
Business Development, Finance, Leadership, Entrepreneurship, Angel Investing, Start-ups, Creative Direction, Online Advertising, Social Media, Digital Strategy, Team Leadership, E-commerce, Venture Capital, Private Equity, Email Marketing, Business Strategy, Social Media Marketing, Digital Media, Strategic Partnerships
Education
Dartmouth College 1997 — 2001
Memory Ventures October 2014 - Present
ScanDigital April 2007 - Present
LTL Prints & Artsy Canvas June 2012 - Present
BiographyNOW November 2011 - Present
Zietsman Realty Partners August 2003 - April 2007
Lehman Brothers July 2001 - June 2004
Skills
Business Development, Finance, Leadership, Entrepreneurship, Angel Investing, Start-ups, Creative Direction, Online Advertising, Social Media, Digital Strategy, Team Leadership, E-commerce, Venture Capital, Private Equity, Email Marketing, Business Strategy, Social Media Marketing, Digital Media, Strategic Partnerships
Education
Dartmouth College 1997 — 2001
Scott Reinig, CFA Scott Reinig, CFA's Lehman Brothers Experience 2004 - 2005
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2013 - Present
PCG Asset Management January 2006 - November 2011
Lehman Brothers 2004 - 2005
Skills
Investments, Private Equity, Portfolio Management, Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Services, Corporate Finance
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Cornell University 2000 — 2004
BS, Applied Economics and Management
Harris Williams & Co. June 2013 - Present
PCG Asset Management January 2006 - November 2011
Lehman Brothers 2004 - 2005
Skills
Investments, Private Equity, Portfolio Management, Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Services, Corporate Finance
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Cornell University 2000 — 2004
BS, Applied Economics and Management
Shaun Creegan Shaun Creegan's Lehman Brothers Experience October 2002 - November 2005
Job Managing Director at Protiviti
Industry Banking
Experience
Protiviti August 2015 - Present
Citi May 2014 - July 2015
Protiviti November 2005 - May 2014
Lehman Brothers October 2002 - November 2005
Morgan Stanley July 2000 - October 2002
Skills
Internal Audit, Auditing, Financial Risk, OFAC, AML, Equities, KYC, Fixed Income, Banking, Risk Assessment, Investment Banking, FINRA, Financial Services, Due Diligence, Investments, Anti Money Laundering, Risk Management, Financial Analysis, Management, Finance
Education
Cornell University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
St Anthony
Protiviti August 2015 - Present
Citi May 2014 - July 2015
Protiviti November 2005 - May 2014
Lehman Brothers October 2002 - November 2005
Morgan Stanley July 2000 - October 2002
Skills
Internal Audit, Auditing, Financial Risk, OFAC, AML, Equities, KYC, Fixed Income, Banking, Risk Assessment, Investment Banking, FINRA, Financial Services, Due Diligence, Investments, Anti Money Laundering, Risk Management, Financial Analysis, Management, Finance
Education
Cornell University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
St Anthony
Rawson Fang's Lehman Brothers Experience 2003 - 2008
Job VP of Network Engineering at State Street Global Markets, eExchange
Industry Computer Networking
Experience
State Street Global Markets, eExchange May 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers 2003 - 2008
Crimson Technologies March 2003 - November 2004
Global Crossing March 2001 - March 2002
Onsite Access March 2000 - March 2001
Manchester Technologies, Inc March 1994 - March 2000
Skills
Data Center, Information Technology, Server Architecture, Disaster Recovery, Computer Security, Information Security, Unified Communications, VPN, Cisco Technologies, Network Design, BGP, Switches, VoIP, IP Multicast, Firewalls, Network Architecture, WAN, Network Engineering, MPLS, Routing, Troubleshooting, TCP/IP, Cloud Computing, Enterprise Software, Virtualization, Network Security, Security, Integration, Networking, Unix, ITIL, System Deployment, LAN-WAN, Telecommunications, High Availability, Cisco IOS, Routers, Infrastructure, IT Management, Solaris, VMware, Servers, DNS, Business Continuity, Storage, IT Operations, Storage Area Networks, SAN, Low Latency, Managed Services
Education
The Graduate Center, City University of New York 1991 — 1994
M.S of EE, Phd Candidate, Computer Communications
Dalian Maritime University 1985 — 1991
BS/MS, Electrical Engineering/Telecommunications
State Street Global Markets, eExchange May 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers 2003 - 2008
Crimson Technologies March 2003 - November 2004
Global Crossing March 2001 - March 2002
Onsite Access March 2000 - March 2001
Manchester Technologies, Inc March 1994 - March 2000
Skills
Data Center, Information Technology, Server Architecture, Disaster Recovery, Computer Security, Information Security, Unified Communications, VPN, Cisco Technologies, Network Design, BGP, Switches, VoIP, IP Multicast, Firewalls, Network Architecture, WAN, Network Engineering, MPLS, Routing, Troubleshooting, TCP/IP, Cloud Computing, Enterprise Software, Virtualization, Network Security, Security, Integration, Networking, Unix, ITIL, System Deployment, LAN-WAN, Telecommunications, High Availability, Cisco IOS, Routers, Infrastructure, IT Management, Solaris, VMware, Servers, DNS, Business Continuity, Storage, IT Operations, Storage Area Networks, SAN, Low Latency, Managed Services
Education
The Graduate Center, City University of New York 1991 — 1994
M.S of EE, Phd Candidate, Computer Communications
Dalian Maritime University 1985 — 1991
BS/MS, Electrical Engineering/Telecommunications
Michael Kerrane Michael Kerrane's Lehman Brothers Experience April 1999 - May 2000
Job Managing Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey December 2012 - Present
J.P. Morgan February 2006 - May 2012
J.P. Morgan May 2000 - February 2006
Lehman Brothers April 1999 - May 2000
Standard & Poor's August 1997 - May 1999
Skills
Alternative Investments, Valuation, High Yield, Management, Bloomberg, Capital Markets, Corporate Finance, Financial Modeling, Credit, Equity Research, Loans, Private Equity, Equities, Fixed Income, Hedge Funds, Investment Banking, Syndications, Sell Side, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA, Finance
University of California, Los Angeles 1986 — 1991
BA
SunTrust Robinson Humphrey December 2012 - Present
J.P. Morgan February 2006 - May 2012
J.P. Morgan May 2000 - February 2006
Lehman Brothers April 1999 - May 2000
Standard & Poor's August 1997 - May 1999
Skills
Alternative Investments, Valuation, High Yield, Management, Bloomberg, Capital Markets, Corporate Finance, Financial Modeling, Credit, Equity Research, Loans, Private Equity, Equities, Fixed Income, Hedge Funds, Investment Banking, Syndications, Sell Side, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA, Finance
University of California, Los Angeles 1986 — 1991
BA
Dustin Williams Dustin Williams's Lehman Brothers Experience 2001 - 2003
Job Founder of Propulsion.io
Industry Internet
Experience
Propulsion LLC November 2013 - Present
CoFoundersLab September 2013 - Present
EdgeStep September 2010 - October 2013
LIM College 2008 - 2010
Wolf Haldenstein Adler Freeman & Herz LLP 2007 - 2007
Brown Raysman Millstein Felder & Steiner 2005 - 2007
Metrotech Partners 2003 - 2005
Lehman Brothers 2001 - 2003
Wilson Elser Moskowitz Edelman & Dicker 1999 - 2001
Aux Technology & Today's Technology Products 1996 - 1999
Skills
Systems Engineering, Network Administration, Network Infrastructure, Distributed Systems, High Availability..., Database Administration, Storage Area Networks, Cloud Computing, Information Security..., Penetration Testing, Communication Systems, Collaboration Solutions, Network Optimization, Network Monitoring Tools, Reporting & Analysis, User Experience, VoIP, Teleconferencing, Telecommuting, Cost Recovery, Data Center Engineering, Disaster Recovery, Risk Assessment, Benefit Cost Analysis, Data Recovery, Process Management, Graphic Design, Web Design, Webmaster Services, Data Center, Cisco Technologies, Databases, Software Documentation, Security, Start-ups, CRM, Entrepreneurship, Virtualization, Apache, Networking, Social Networking, Firewalls, DNS, High Availability, Project Management, Active Directory, Linux, Management, Enterprise Software, E-commerce
Education
SUNY Empire State College 2003 — 2007
Bachelor of Science (B.S.)
CUNY New York City College of Technology 1994 — 1995
Propulsion LLC November 2013 - Present
CoFoundersLab September 2013 - Present
EdgeStep September 2010 - October 2013
LIM College 2008 - 2010
Wolf Haldenstein Adler Freeman & Herz LLP 2007 - 2007
Brown Raysman Millstein Felder & Steiner 2005 - 2007
Metrotech Partners 2003 - 2005
Lehman Brothers 2001 - 2003
Wilson Elser Moskowitz Edelman & Dicker 1999 - 2001
Aux Technology & Today's Technology Products 1996 - 1999
Skills
Systems Engineering, Network Administration, Network Infrastructure, Distributed Systems, High Availability..., Database Administration, Storage Area Networks, Cloud Computing, Information Security..., Penetration Testing, Communication Systems, Collaboration Solutions, Network Optimization, Network Monitoring Tools, Reporting & Analysis, User Experience, VoIP, Teleconferencing, Telecommuting, Cost Recovery, Data Center Engineering, Disaster Recovery, Risk Assessment, Benefit Cost Analysis, Data Recovery, Process Management, Graphic Design, Web Design, Webmaster Services, Data Center, Cisco Technologies, Databases, Software Documentation, Security, Start-ups, CRM, Entrepreneurship, Virtualization, Apache, Networking, Social Networking, Firewalls, DNS, High Availability, Project Management, Active Directory, Linux, Management, Enterprise Software, E-commerce
Education
SUNY Empire State College 2003 — 2007
Bachelor of Science (B.S.)
CUNY New York City College of Technology 1994 — 1995
Kate Stowe Kate Stowe's Lehman Brothers Experience 2000 - 2003
Job Strategic Consultant at GE Capital Fleet Services
Industry Financial Services
Experience
Element Financial August 2015 - Present
GE Capital Fleet Services June 2012 - August 2015
GE Capital June 2010 - June 2012
GE June 2008 - July 2010
Crain's Chicago Business 2004 - 2006
Lehman Brothers 2000 - 2003
Education
Washington University in St. Louis - Olin Business School 2006 — 2008
MBA
Northwestern University 2003 — 2004
M.S.
Dartmouth College
B.A.
Element Financial August 2015 - Present
GE Capital Fleet Services June 2012 - August 2015
GE Capital June 2010 - June 2012
GE June 2008 - July 2010
Crain's Chicago Business 2004 - 2006
Lehman Brothers 2000 - 2003
Education
Washington University in St. Louis - Olin Business School 2006 — 2008
MBA
Northwestern University 2003 — 2004
M.S.
Dartmouth College
B.A.
Eric J. Kim Eric J. Kim's Lehman Brothers Experience 2007 - 2008
Job Senior Vice President at True Investments, LLC
Industry Real Estate
Experience
True Investments LLC 2015 - Present
Zelman & Associates 2013 - 2015
Keefe, Bruyette & Woods 2008 - 2012
Lehman Brothers 2007 - 2008
UBS Investment Bank 2006 - 2007
Merrill Lynch Investment Managers 2001 - 2004
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Equities, Capital Markets, Portfolio Management, M&A experience, Real Estate, Financial Advisory, Restructuring, Financial Modeling, Capital, Due Diligence, Mergers, DCF, Capital Raising, Private Equity, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Real Estate Private..., Private Placements
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
University of California, Irvine 1998 — 2000
BA
True Investments LLC 2015 - Present
Zelman & Associates 2013 - 2015
Keefe, Bruyette & Woods 2008 - 2012
Lehman Brothers 2007 - 2008
UBS Investment Bank 2006 - 2007
Merrill Lynch Investment Managers 2001 - 2004
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Equities, Capital Markets, Portfolio Management, M&A experience, Real Estate, Financial Advisory, Restructuring, Financial Modeling, Capital, Due Diligence, Mergers, DCF, Capital Raising, Private Equity, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Real Estate Private..., Private Placements
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
University of California, Irvine 1998 — 2000
BA
Teri Guddahl Teri Guddahl's Lehman Brothers Experience December 1991 - July 1998
Job Associate Vice President at National Benefit Life
Industry Insurance
Experience
National Benefit Life August 2003 - Present
Mitsubishi Heavy Industries May 2000 - February 2001
Lehman Brothers December 1991 - July 1998
National Westminster Bank November 1978 - November 1991
Skills
Talent Management, HR Policies, Executive Management, Sales, Employee Benefits, HRIS, Deferred Compensation, Strategic Planning, Training, Budgets, Life Insurance, Leadership Development, Personnel Management, Leadership, Insurance, Vendor Management, Human Resources, Strategy, Performance Management, Executive Coaching, Temporary Placement, Marketing, Recruiting, Hiring, Employee Relations, Team Building, Management Consulting, Change Management, Administration, Customer Service, Process Improvement
Education
Cornell University
Human Resources
American Institute of Banking 1979 — 1982
International Banking
National Benefit Life August 2003 - Present
Mitsubishi Heavy Industries May 2000 - February 2001
Lehman Brothers December 1991 - July 1998
National Westminster Bank November 1978 - November 1991
Skills
Talent Management, HR Policies, Executive Management, Sales, Employee Benefits, HRIS, Deferred Compensation, Strategic Planning, Training, Budgets, Life Insurance, Leadership Development, Personnel Management, Leadership, Insurance, Vendor Management, Human Resources, Strategy, Performance Management, Executive Coaching, Temporary Placement, Marketing, Recruiting, Hiring, Employee Relations, Team Building, Management Consulting, Change Management, Administration, Customer Service, Process Improvement
Education
Cornell University
Human Resources
American Institute of Banking 1979 — 1982
International Banking
Alan Alsheimer Jr. Alan Alsheimer Jr.'s Lehman Brothers Experience 1999 - 2004
Job Senior Investment Officer at Permanens Capital LP
Industry Investment Management
Experience
Permanens Capital LP March 2015 - Present
University of Maryland June 2013 - Present
Argonaut Capital Management LP 2011 - 2012
Goldman Sachs 2006 - 2011
RBS Greenwich Capital 2004 - 2006
Lehman Brothers 1999 - 2004
Morgan Stanley 1997 - 1999
PGA TOUR 1996 - 1997
United States Senate 1994 - 1996
Skills
Credit Derivatives, Trading, Credit Trading, Portfolio Management, Structured Products, CDS, Hedge Funds, Leveraged Finance, Fixed Income, Alternative Investments, Global Macro, Risk Management, Derivatives Trading, Index Arbitrage, Index Options, Equity Derivatives, Hedging, Interest Rate Swaps, Interest Rate Hedging, CLOs, Swaptions, Macro, Manage Client..., Endowments, Trustee, Credit Analysis, Credit Management, Exchange Traded..., Trading Strategies, Futures Trading, Alternative Assets, Fundamental Analysis, Endowment Funds, Interest Rate..., Momentum Trading
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Maryland College Park
Bachelor of Arts (BA), Behavioral and Social Sciences, Pre-Law
Permanens Capital LP March 2015 - Present
University of Maryland June 2013 - Present
Argonaut Capital Management LP 2011 - 2012
Goldman Sachs 2006 - 2011
RBS Greenwich Capital 2004 - 2006
Lehman Brothers 1999 - 2004
Morgan Stanley 1997 - 1999
PGA TOUR 1996 - 1997
United States Senate 1994 - 1996
Skills
Credit Derivatives, Trading, Credit Trading, Portfolio Management, Structured Products, CDS, Hedge Funds, Leveraged Finance, Fixed Income, Alternative Investments, Global Macro, Risk Management, Derivatives Trading, Index Arbitrage, Index Options, Equity Derivatives, Hedging, Interest Rate Swaps, Interest Rate Hedging, CLOs, Swaptions, Macro, Manage Client..., Endowments, Trustee, Credit Analysis, Credit Management, Exchange Traded..., Trading Strategies, Futures Trading, Alternative Assets, Fundamental Analysis, Endowment Funds, Interest Rate..., Momentum Trading
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Maryland College Park
Bachelor of Arts (BA), Behavioral and Social Sciences, Pre-Law
Joe Dowden Joe Dowden's Lehman Brothers Experience January 2008 - January 2008
Job Recruiter, Global Talent Acquisition at Verizon
Industry Staffing and Recruiting
Experience
Verizon March 2014 - Present
Accountemps April 2013 - March 2014
Felix, Inc January 2013 - March 2013
Selective Insurance Company of America May 2011 - September 2012
The County Seat June 2008 - May 2011
Steve's Sussex County Landscaping May 2006 - May 2011
Lehman Brothers January 2008 - January 2008
XML Financial Group January 2008 - January 2008
Skills
PowerPoint, Microsoft Office, Teamwork, Public Speaking, Problem Solving, Excel, Access, Microsoft Excel, Accounting, Analysis, Data Analysis, Human Resources, Insurance, Marketing, Finance, Sales
Education
University of Maryland College Park 2007 — 2010
B.S. & B.A, Finance and Economics, 3.4/4.0
Università Commerciale 'Luigi Bocconi' 2009 — 2009
County College of Morris 2005 — 2007
AA-Liberal Arts, Concentration in Business Administration
Verizon March 2014 - Present
Accountemps April 2013 - March 2014
Felix, Inc January 2013 - March 2013
Selective Insurance Company of America May 2011 - September 2012
The County Seat June 2008 - May 2011
Steve's Sussex County Landscaping May 2006 - May 2011
Lehman Brothers January 2008 - January 2008
XML Financial Group January 2008 - January 2008
Skills
PowerPoint, Microsoft Office, Teamwork, Public Speaking, Problem Solving, Excel, Access, Microsoft Excel, Accounting, Analysis, Data Analysis, Human Resources, Insurance, Marketing, Finance, Sales
Education
University of Maryland College Park 2007 — 2010
B.S. & B.A, Finance and Economics, 3.4/4.0
Università Commerciale 'Luigi Bocconi' 2009 — 2009
County College of Morris 2005 — 2007
AA-Liberal Arts, Concentration in Business Administration
Paulo Ribeiro Paulo Ribeiro's Lehman Brothers Experience September 2000 - November 2002
Job Financials/Payments analyst
Industry Investment Management
Experience
BMO Capital Markets August 2014 - Present
Petrarca Capital Management March 2013 - June 2014
HSBC Global Banking and Markets January 2010 - November 2012
Unibanco Securities (currently Itau BBA Securities) June 2008 - February 2009
Bear Stearns (acquired by JP Morgan) April 2006 - June 2008
Citigroup October 2004 - April 2006
Standard Chartered Bank September 2003 - October 2004
Bank of Tokyo-Mitsubishi UFJ December 2002 - September 2003
Lehman Brothers September 2000 - November 2002
Standard & Poor's August 1998 - September 2000
Skills
Equity Research, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Emerging Markets, Portfolio Management, Asset Management, Latin America, Investments, Financial Markets, Financial Analysis, Series 7, Financial Services, Credit Risk, Investment Strategies, Equity Valuation, Series 63, Equities
Education
Cornell University - S.C. Johnson Graduate School of Management 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance, Organization of American States (OAS) Fellowship
Universidade Federal de Minas Gerais
Bachelor of Science (B.Sc.), Mechanical Engineering, Valedictorian
BMO Capital Markets August 2014 - Present
Petrarca Capital Management March 2013 - June 2014
HSBC Global Banking and Markets January 2010 - November 2012
Unibanco Securities (currently Itau BBA Securities) June 2008 - February 2009
Bear Stearns (acquired by JP Morgan) April 2006 - June 2008
Citigroup October 2004 - April 2006
Standard Chartered Bank September 2003 - October 2004
Bank of Tokyo-Mitsubishi UFJ December 2002 - September 2003
Lehman Brothers September 2000 - November 2002
Standard & Poor's August 1998 - September 2000
Skills
Equity Research, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Emerging Markets, Portfolio Management, Asset Management, Latin America, Investments, Financial Markets, Financial Analysis, Series 7, Financial Services, Credit Risk, Investment Strategies, Equity Valuation, Series 63, Equities
Education
Cornell University - S.C. Johnson Graduate School of Management 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance, Organization of American States (OAS) Fellowship
Universidade Federal de Minas Gerais
Bachelor of Science (B.Sc.), Mechanical Engineering, Valedictorian
Sara Yun, CFA Sara Yun, CFA's Lehman Brothers Experience 2006 - 2008
Job VP Finance, Global Head of Investment Management Profitability at JPMorgan Chase & Co.
Industry Financial Services
Experience
New York Hedge Fund Roundtable 2012 - 2013
Citigroup 2009 - 2011
Lehman Brothers 2006 - 2008
Lehman Brothers June 2005 - August 2005
JPMorgan Chase 2001 - July 2004
PwC July 2000 - April 2001
Skills
Equities, Derivatives, Financial Analysis, Microsoft Office, Microsoft Excel, Experienced with..., Chinese, Asian markets, Global Investment...
Education
Massachusetts Institute of Technology 2004 — 2006
MBA, Finance, General
Cornell University 1996 — 2000
B.S., Mechanical Engineering
New York Hedge Fund Roundtable 2012 - 2013
Citigroup 2009 - 2011
Lehman Brothers 2006 - 2008
Lehman Brothers June 2005 - August 2005
JPMorgan Chase 2001 - July 2004
PwC July 2000 - April 2001
Skills
Equities, Derivatives, Financial Analysis, Microsoft Office, Microsoft Excel, Experienced with..., Chinese, Asian markets, Global Investment...
Education
Massachusetts Institute of Technology 2004 — 2006
MBA, Finance, General
Cornell University 1996 — 2000
B.S., Mechanical Engineering
Gemma Ros Gemma Ros's Lehman Brothers Experience June 2006 - November 2008
Job VP, Business Systems
Industry Internet
Experience
Patriot National Insurance Group March 2014 - Present
Tembow September 2012 - Present
Deutsche Bank November 2008 - April 2012
Lehman Brothers June 2006 - November 2008
SM Capital Management February 2003 - July 2004
Neuberger Berman August 2000 - January 2003
Skills
SQL, Capital Markets, Fixed Income, Equities, Java, Interest Rate..., Trading Systems, Private Equity, Ruby on Rails, Web Development, Derivatives, Electronic Trading, Investment Banking
Education
University of Pennsylvania 2004 — 2005
MCIT, Computer Science
Dartmouth College 1995 — 1999
BA, Psychology
Patriot National Insurance Group March 2014 - Present
Tembow September 2012 - Present
Deutsche Bank November 2008 - April 2012
Lehman Brothers June 2006 - November 2008
SM Capital Management February 2003 - July 2004
Neuberger Berman August 2000 - January 2003
Skills
SQL, Capital Markets, Fixed Income, Equities, Java, Interest Rate..., Trading Systems, Private Equity, Ruby on Rails, Web Development, Derivatives, Electronic Trading, Investment Banking
Education
University of Pennsylvania 2004 — 2005
MCIT, Computer Science
Dartmouth College 1995 — 1999
BA, Psychology
Suzette Spann Scarborough Suzette Spann Scarborough's Lehman Brothers Experience 2008 - 2014
Job Legal & Regulatory Affairs Analyst with American Express
Industry Financial Services
Experience
American Express May 2015 - Present
First Data Corporation April 2015 - May 2015
SQN Investment Group & Computer Associates Inc. January 2015 - May 2015
Lehman Brothers 2008 - 2014
Lexolution, LLC 2008 - 2008
Nardello & Co. 2006 - 2008
Update Legal 2004 - 2006
Cush Campus Schools 2003 - 2004
New York Theological Seminary 2000 - 2003
Liberty Holdings Inc. 1999 - 1999
Skills
Legal Research, Legal Writing, Document Review, Bankruptcy, Corporate Governance, Westlaw, Excel, Word,..., Mediation, Legal Documents, Litigation Support, Employment Law, Alternative Dispute..., Lexis, Research, Litigation, Microsoft Office, Employee Benefits, Leadership, Paralegals, Document Drafting, Pleadings, Legal Compliance, Arbitration
Education
Queens College
Paralegal Certification with Distinction, Paralegal Studies
New York Theological Seminary
Master of Divinity (M.Div.), Urban Ministry
Cornell University
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
American Express May 2015 - Present
First Data Corporation April 2015 - May 2015
SQN Investment Group & Computer Associates Inc. January 2015 - May 2015
Lehman Brothers 2008 - 2014
Lexolution, LLC 2008 - 2008
Nardello & Co. 2006 - 2008
Update Legal 2004 - 2006
Cush Campus Schools 2003 - 2004
New York Theological Seminary 2000 - 2003
Liberty Holdings Inc. 1999 - 1999
Skills
Legal Research, Legal Writing, Document Review, Bankruptcy, Corporate Governance, Westlaw, Excel, Word,..., Mediation, Legal Documents, Litigation Support, Employment Law, Alternative Dispute..., Lexis, Research, Litigation, Microsoft Office, Employee Benefits, Leadership, Paralegals, Document Drafting, Pleadings, Legal Compliance, Arbitration
Education
Queens College
Paralegal Certification with Distinction, Paralegal Studies
New York Theological Seminary
Master of Divinity (M.Div.), Urban Ministry
Cornell University
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Linda Kao Linda Kao's Lehman Brothers Experience June 2005 - August 2007
Job Content Marketing at Auction.com
Industry Marketing and Advertising
Experience
Auction.com February 2015 - Present
Auction.com January 2014 - February 2015
ViSalus Sciences December 2012 - December 2013
Experian June 2012 - December 2012
Laserfiche December 2009 - June 2012
Eastern Multimedia Group June 2008 - August 2008
Lehman Brothers June 2005 - August 2007
Shearman and Sterling June 2002 - June 2005
Skills
Brand Management, Online Marketing, Social Media Marketing, Digital Marketing, International Markets, Omniture, Google Analytics, Strategic Planning, Web Analytics, Data Analysis, CheetahMail, Conferences, Public Speaking, Excel, Financial Modeling, Word, PowerPoint, Blogging, CRM software, PeopleSoft, Vocus, SharePoint, Landing Page..., Online Lead Generation, Web Content Optimization, Mandarin Chinese, Spanish, Business Strategy, Competitive Analysis, Product Marketing, Google Adwords, Microsoft Excel, Integrated Marketing, Market Research
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA
Wellesley College 1998 — 2002
International Relations
Auction.com February 2015 - Present
Auction.com January 2014 - February 2015
ViSalus Sciences December 2012 - December 2013
Experian June 2012 - December 2012
Laserfiche December 2009 - June 2012
Eastern Multimedia Group June 2008 - August 2008
Lehman Brothers June 2005 - August 2007
Shearman and Sterling June 2002 - June 2005
Skills
Brand Management, Online Marketing, Social Media Marketing, Digital Marketing, International Markets, Omniture, Google Analytics, Strategic Planning, Web Analytics, Data Analysis, CheetahMail, Conferences, Public Speaking, Excel, Financial Modeling, Word, PowerPoint, Blogging, CRM software, PeopleSoft, Vocus, SharePoint, Landing Page..., Online Lead Generation, Web Content Optimization, Mandarin Chinese, Spanish, Business Strategy, Competitive Analysis, Product Marketing, Google Adwords, Microsoft Excel, Integrated Marketing, Market Research
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA
Wellesley College 1998 — 2002
International Relations
Sean Mooney Sean Mooney's Lehman Brothers Experience July 2008 - October 2008
Job Vice President Citi Commodities
Industry Banking
Experience
Mount Everest March 2013 - June 2013
Goldman Sachs October 2010 - March 2013
Barclays Capital October 2008 - October 2010
Lehman Brothers July 2008 - October 2008
Skills
Investment Banking, Capital Markets, Derivatives, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Trading, Financial Structuring, Investments, Mergers & Acquisitions, Financial Analysis, Equities, Equity Research, Emerging Markets, Portfolio Management
Education
Cornell University 2004 — 2008
Bachelor of Science (B.S.), Applied Economics and Management
Mount Everest March 2013 - June 2013
Goldman Sachs October 2010 - March 2013
Barclays Capital October 2008 - October 2010
Lehman Brothers July 2008 - October 2008
Skills
Investment Banking, Capital Markets, Derivatives, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Trading, Financial Structuring, Investments, Mergers & Acquisitions, Financial Analysis, Equities, Equity Research, Emerging Markets, Portfolio Management
Education
Cornell University 2004 — 2008
Bachelor of Science (B.S.), Applied Economics and Management
Philemon Sham's Lehman Brothers Experience 2008 - 2008
Job Quantitative Trader at Connor, Clark & Lunn Investment Management
Industry Capital Markets
Experience
Connor, Clark & Lunn Investment Management September 2015 - Present
CIBC World Markets October 2009 - August 2015
Lehman Brothers 2008 - 2008
Scotiabank Global Banking and Markets 2007 - 2007
IBM 2005 - 2006
Skills
Equity Trading, Electronic Trading, Algorithms, Trading Systems, Direct Market Access, Quantitative Finance, Equities, Trading System, Low Latency, Equity Derivatives, Derivatives, Capital Markets, Business Analysis, Risk Management, Quantitative Analytics, Hedge Funds, Trading
Education
Cornell University
Master's, Financial Engineering
Queen's University
B.Sc B.A, Electrical Engineering, Economics
Diocesan Boys' School
Connor, Clark & Lunn Investment Management September 2015 - Present
CIBC World Markets October 2009 - August 2015
Lehman Brothers 2008 - 2008
Scotiabank Global Banking and Markets 2007 - 2007
IBM 2005 - 2006
Skills
Equity Trading, Electronic Trading, Algorithms, Trading Systems, Direct Market Access, Quantitative Finance, Equities, Trading System, Low Latency, Equity Derivatives, Derivatives, Capital Markets, Business Analysis, Risk Management, Quantitative Analytics, Hedge Funds, Trading
Education
Cornell University
Master's, Financial Engineering
Queen's University
B.Sc B.A, Electrical Engineering, Economics
Diocesan Boys' School
Scott Zeller's Lehman Brothers Experience 2004 - 2005
Job Managing Director, Equity Analyst
Industry Investment Banking
Experience
Needham & Company 2006 - Present
Lehman Brothers 2004 - 2005
Deutsche Bank 2000 - 2003
Education
Cornell University 1989 — 1993
BS, Economics
Needham & Company 2006 - Present
Lehman Brothers 2004 - 2005
Deutsche Bank 2000 - 2003
Education
Cornell University 1989 — 1993
BS, Economics
Alim Shaikh Alim Shaikh's Lehman Brothers Experience January 2008 - March 2008
Job Analyst at Coatue Management
Industry Financial Services
Experience
Coatue Management September 2012 - Present
Keefe, Bruyette & Woods 2010 - September 2012
Bridgewater Associates 2009 - 2010
Bridgewater Associates March 2008 - May 2008
Lehman Brothers January 2008 - March 2008
Education
Dartmouth College 2006 — 2009
BA, Economics
Coatue Management September 2012 - Present
Keefe, Bruyette & Woods 2010 - September 2012
Bridgewater Associates 2009 - 2010
Bridgewater Associates March 2008 - May 2008
Lehman Brothers January 2008 - March 2008
Education
Dartmouth College 2006 — 2009
BA, Economics
Mike Dunlap's Lehman Brothers Experience 2001 - 2005
Job Product Strategist at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics July 2013 - Present
SunTx Capital Partners September 2011 - July 2013
MHT Partners May 2010 - August 2010
Kaufman Bros. 2005 - 2009
Lehman Brothers 2001 - 2005
Skills
Financial Modeling, Business Valuation, Series 63, Securities, Equity Valuation, Strategic Planning, Strategy, Market Analysis, Finance, Management Consulting, Strategic Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
University of Georgia - Terry College of Business 1997 — 2001
BBA, International Business
Moody's Analytics July 2013 - Present
SunTx Capital Partners September 2011 - July 2013
MHT Partners May 2010 - August 2010
Kaufman Bros. 2005 - 2009
Lehman Brothers 2001 - 2005
Skills
Financial Modeling, Business Valuation, Series 63, Securities, Equity Valuation, Strategic Planning, Strategy, Market Analysis, Finance, Management Consulting, Strategic Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
University of Georgia - Terry College of Business 1997 — 2001
BBA, International Business
Vishal Jain's Lehman Brothers Experience May 2003 - August 2003
Job Vice President of Strategic Initiatives, Prudential
Industry Financial Services
Experience
Prudential October 2008 - Present
McKinsey and Company July 2004 - October 2008
Lehman Brothers May 2003 - August 2003
Motive March 1999 - August 2002
Trilogy June 1998 - March 1999
McKinsey & Company August 1996 - June 1998
Skills
Strategy, Business Strategy
Education
MIT Sloan 2002 — 2004
MBA
Cornell University 1993 — 1996
B.S. Electrical Engineering
Prudential October 2008 - Present
McKinsey and Company July 2004 - October 2008
Lehman Brothers May 2003 - August 2003
Motive March 1999 - August 2002
Trilogy June 1998 - March 1999
McKinsey & Company August 1996 - June 1998
Skills
Strategy, Business Strategy
Education
MIT Sloan 2002 — 2004
MBA
Cornell University 1993 — 1996
B.S. Electrical Engineering
Oded Anderman's Lehman Brothers Experience 2003 - 2008
Job Chief Operating Officer, Risk Management Technology
Industry Financial Services
Experience
Citi April 2013 - Present
Citi 2012 - 2013
Citi 2010 - 2012
Citi 2009 - 2010
Lehman Brothers 2003 - 2008
Skills
Financial Analysis, Program Management, Financial Risk, Analytics, Six Sigma, Acquisition Integration, Business Process..., Operational Risk
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA
IDC Herzliya
BA, Finance
The Interdisciplinary Center
Bachelor of Laws (LL.B.), Corporate Law
Citi April 2013 - Present
Citi 2012 - 2013
Citi 2010 - 2012
Citi 2009 - 2010
Lehman Brothers 2003 - 2008
Skills
Financial Analysis, Program Management, Financial Risk, Analytics, Six Sigma, Acquisition Integration, Business Process..., Operational Risk
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA
IDC Herzliya
BA, Finance
The Interdisciplinary Center
Bachelor of Laws (LL.B.), Corporate Law
Jason Tauber, CFA's Lehman Brothers Experience August 2004 - September 2006
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2006 - Present
Lehman Brothers August 2004 - September 2006
Lehman Brothers July 2003 - August 2003
Vignette Corp. (formerly Epicentric) November 1999 - June 2002
SG Cowen July 1998 - November 1999
Skills
Supermarkets, Agribusiness, Restaurants, Hotels, Drug Stores, Equity Research, Equities, Investments, Investment Management, Financial Modeling, Private Equity, Valuation, Portfolio Management, Due Diligence, Venture Capital, Corporate Finance, Financial Analysis, Hedge Funds, Investment Banking, Mergers, Capital Markets, Strategy, Asset Management, Bloomberg, Management, Finance, Securities, Trading, Series 7, Fixed Income, Leadership
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Business
Haverford College 1993 — 1997
BS, Molecular Biology
Neuberger Berman September 2006 - Present
Lehman Brothers August 2004 - September 2006
Lehman Brothers July 2003 - August 2003
Vignette Corp. (formerly Epicentric) November 1999 - June 2002
SG Cowen July 1998 - November 1999
Skills
Supermarkets, Agribusiness, Restaurants, Hotels, Drug Stores, Equity Research, Equities, Investments, Investment Management, Financial Modeling, Private Equity, Valuation, Portfolio Management, Due Diligence, Venture Capital, Corporate Finance, Financial Analysis, Hedge Funds, Investment Banking, Mergers, Capital Markets, Strategy, Asset Management, Bloomberg, Management, Finance, Securities, Trading, Series 7, Fixed Income, Leadership
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Business
Haverford College 1993 — 1997
BS, Molecular Biology
Brooke S. Borner's Lehman Brothers Experience 2007 - 2009
Job
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Barclays Wealth August 2009 - April 2013
Lehman Brothers 2007 - 2009
Citigroup Private Bank 1999 - 2005
Hunt Oil Company 1997 - 1999
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Valuation, Equity Research, Financial Modeling, Investment Banking, Asset Allocation, Investments, Asset Management, Investment Strategies, Portfolio Management, Due Diligence, Wealth Management, Investment Advisory, Investment Management, Financial Services, Investor Relations, Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments & Markets
Dartmouth College 1993 — 1997
BA, Geosciences
J.P. Morgan April 2013 - Present
Barclays Wealth August 2009 - April 2013
Lehman Brothers 2007 - 2009
Citigroup Private Bank 1999 - 2005
Hunt Oil Company 1997 - 1999
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Valuation, Equity Research, Financial Modeling, Investment Banking, Asset Allocation, Investments, Asset Management, Investment Strategies, Portfolio Management, Due Diligence, Wealth Management, Investment Advisory, Investment Management, Financial Services, Investor Relations, Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments & Markets
Dartmouth College 1993 — 1997
BA, Geosciences
Kirk Fleischer's Lehman Brothers Experience March 2000 - December 2002
Job
Industry Transportation/Trucking/Railroad
Experience
BeavEx, Inc. May 2008 - Present
Jefferies & Company, Inc. June 2004 - May 2008
Crest View Advisors January 2003 - December 2003
Lehman Brothers March 2000 - December 2002
Oppenheimer / CIBC World Markets March 1995 - March 2000
Dun & Bradstreet July 1990 - March 1995
Skills
Private Equity, Mergers, Venture Capital, Investment Banking, Corporate Finance, Capital Markets, Valuation, Equities, Financial Modeling, Corporate Development, IPO, Due Diligence, LBO, Start-ups, Financial Analysis, Mergers & Acquisitions, Strategy, Restructuring, Executive Management, Finance, Leveraged Finance
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
MBA, Finance
Middlebury College 1982 — 1986
BA, History
Pittsford Sutherland
BeavEx, Inc. May 2008 - Present
Jefferies & Company, Inc. June 2004 - May 2008
Crest View Advisors January 2003 - December 2003
Lehman Brothers March 2000 - December 2002
Oppenheimer / CIBC World Markets March 1995 - March 2000
Dun & Bradstreet July 1990 - March 1995
Skills
Private Equity, Mergers, Venture Capital, Investment Banking, Corporate Finance, Capital Markets, Valuation, Equities, Financial Modeling, Corporate Development, IPO, Due Diligence, LBO, Start-ups, Financial Analysis, Mergers & Acquisitions, Strategy, Restructuring, Executive Management, Finance, Leveraged Finance
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
MBA, Finance
Middlebury College 1982 — 1986
BA, History
Pittsford Sutherland
Paul Galva's Lehman Brothers Experience 2006 - 2008
Job Consultant at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual Insurance 2014 - Present
The Boston Consulting Group 2013 - 2013
Barclays 2008 - 2011
Lehman Brothers 2006 - 2008
Morgan Stanley 2005 - 2005
BP 2004 - 2004
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2002 — 2006
Bachelor's Degree, Chemical Engineering
Liberty Mutual Insurance 2014 - Present
The Boston Consulting Group 2013 - 2013
Barclays 2008 - 2011
Lehman Brothers 2006 - 2008
Morgan Stanley 2005 - 2005
BP 2004 - 2004
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Cornell University 2002 — 2006
Bachelor's Degree, Chemical Engineering
Andy McElaney's Lehman Brothers Experience July 2000 - June 2002
Job Highfields Capital Research Analyst
Industry Investment Management
Experience
Highfields Capital September 2008 - Present
Great Hill Partners July 2002 - June 2006
Lehman Brothers July 2000 - June 2002
Education
Harvard Business School 2006 — 2008
MBA
Dartmouth College 1996 — 2000
Roxbury Latin 1992 — 1996
Highfields Capital September 2008 - Present
Great Hill Partners July 2002 - June 2006
Lehman Brothers July 2000 - June 2002
Education
Harvard Business School 2006 — 2008
MBA
Dartmouth College 1996 — 2000
Roxbury Latin 1992 — 1996
Byron Boston's Lehman Brothers Experience January 1991 - June 1993
Job President, CEO, COChief Investment Officer at Dynex Capital Inc.
Industry Investment Management
Experience
Dynex Capital Inc. December 2013 - Present
Dynex Capital Inc. July 2012 - Present
Dynex Capital Inc. February 2008 - July 2012
Boston Capital Advisors, LLC November 2006 - January 2008
Sunset Financial Resources January 2004 - October 2006
Freddie Mac 1997 - 2003
Credit Suisse First Boston 1986 - 1997
Lehman Brothers January 1991 - June 1993
chemical bank 1981 - 1984
chemical bank 1981 - 1984
Skills
Asset Managment, Mortgage Lending, Fixed Income, Derivatives, Investments, Portfolio Management, Capital Markets, Valuation, Risk Management, Securitization, Hedge Funds, Securities, Loans, Financial Modeling, Private Equity, Trading, Credit
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance/Accounting
Dartmouth College 1977 — 1981
AB, Economics
Dynex Capital Inc. December 2013 - Present
Dynex Capital Inc. July 2012 - Present
Dynex Capital Inc. February 2008 - July 2012
Boston Capital Advisors, LLC November 2006 - January 2008
Sunset Financial Resources January 2004 - October 2006
Freddie Mac 1997 - 2003
Credit Suisse First Boston 1986 - 1997
Lehman Brothers January 1991 - June 1993
chemical bank 1981 - 1984
chemical bank 1981 - 1984
Skills
Asset Managment, Mortgage Lending, Fixed Income, Derivatives, Investments, Portfolio Management, Capital Markets, Valuation, Risk Management, Securitization, Hedge Funds, Securities, Loans, Financial Modeling, Private Equity, Trading, Credit
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance/Accounting
Dartmouth College 1977 — 1981
AB, Economics
Kara Buckley's Lehman Brothers Experience February 2007 - April 2007
Job Strategy & Marketing Executive/ former McKinsey / Dartmouth / MBA
Industry Leisure, Travel & Tourism
Experience
Viking River Cruises April 2014 - Present
Viking Cruises June 2013 - April 2014
AutoTrader.com 2010 - 2013
McKinsey & Company 2008 - 2010
McKinsey & Company May 2007 - August 2007
Lehman Brothers February 2007 - April 2007
Charles River Associates 2005 - 2006
Micks Peasant Inc. 2003 - 2005
Cox Communications 2001 - 2001
UAS Asset Management 2001 - 2001
Skills
Business Strategy, Business Analysis, Management Consulting, Leadership, Business Development, E-commerce, Finance, Strategy, Analytics, Competitive Analysis, Mergers & Acquisitions, Financial Modeling, Digital Marketing, Market Research, Email Marketing, Consulting, Management, Strategic Planning, Cross-functional Team..., Marketing Strategy, Financial Analysis
Education
Dartmouth College
Bachelor of Arts (BA)
The Westminster Schools
University of Michigan - Stephen M. Ross School of Business
MBA
Viking River Cruises April 2014 - Present
Viking Cruises June 2013 - April 2014
AutoTrader.com 2010 - 2013
McKinsey & Company 2008 - 2010
McKinsey & Company May 2007 - August 2007
Lehman Brothers February 2007 - April 2007
Charles River Associates 2005 - 2006
Micks Peasant Inc. 2003 - 2005
Cox Communications 2001 - 2001
UAS Asset Management 2001 - 2001
Skills
Business Strategy, Business Analysis, Management Consulting, Leadership, Business Development, E-commerce, Finance, Strategy, Analytics, Competitive Analysis, Mergers & Acquisitions, Financial Modeling, Digital Marketing, Market Research, Email Marketing, Consulting, Management, Strategic Planning, Cross-functional Team..., Marketing Strategy, Financial Analysis
Education
Dartmouth College
Bachelor of Arts (BA)
The Westminster Schools
University of Michigan - Stephen M. Ross School of Business
MBA
Neil Bane's Lehman Brothers Experience January 1998 - January 1999
Job SVP, Specializing in Equity Raising, Structured Finance at Walker & Dunlop
Industry Real Estate
Experience
Walker & Dunlop November 2014 - Present
Triumph Real Estate Investment Fund Trust May 2014 - Present
Johnson Capital January 2011 - October 2014
Johnson Capital Global Hospitality Group January 2011 - October 2014
Carlton Group / CEX / Carlton Loan Sale Exchange January 2000 - December 2010
ARCS Commercial Mortgage January 1999 - January 2000
Lehman Brothers January 1998 - January 1999
Citicorp 1994 - 1996
Skills
Investments, Private Equity, Mergers & Acquisitions, Portfolio Management, Financial Structuring, Due Diligence, Asset Management, Valuation, Real Estate, Finance
Education
New York University 1992 — 1996
MS, Real Estate Program - Valuation & Finance
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance & Concentration in Real Estate
Walker & Dunlop November 2014 - Present
Triumph Real Estate Investment Fund Trust May 2014 - Present
Johnson Capital January 2011 - October 2014
Johnson Capital Global Hospitality Group January 2011 - October 2014
Carlton Group / CEX / Carlton Loan Sale Exchange January 2000 - December 2010
ARCS Commercial Mortgage January 1999 - January 2000
Lehman Brothers January 1998 - January 1999
Citicorp 1994 - 1996
Skills
Investments, Private Equity, Mergers & Acquisitions, Portfolio Management, Financial Structuring, Due Diligence, Asset Management, Valuation, Real Estate, Finance
Education
New York University 1992 — 1996
MS, Real Estate Program - Valuation & Finance
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Finance & Concentration in Real Estate
Kevin Doldan's Lehman Brothers Experience 2007 - 2008
Job Investment Professional at Lightyear Capital
Industry Investment Management
Experience
Lightyear Capital June 2008 - Present
Lehman Brothers 2007 - 2008
Bear, Stearns & Co. 2005 - 2007
AIG Global Real Estate 2002 - 2003
KPMG Audit 1998 - 2002
Skills
Financial Analysis, Due Diligence, Financial Modeling, Transaction Structuring, Strategic Planning, Valuation, Budgeting, Financial Statements, Internal Controls, Restructuring, Refinancing, Mergers & Acquisitions, Divestitures, Capital Markets, Joint Ventures, IPO, Start-ups, Business Turn-arounds, Project Management
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Business
Southwestern Law School 1995 — 1998
JD, Law
Niagara University 1991 — 1995
BBA, Accounting
Lightyear Capital June 2008 - Present
Lehman Brothers 2007 - 2008
Bear, Stearns & Co. 2005 - 2007
AIG Global Real Estate 2002 - 2003
KPMG Audit 1998 - 2002
Skills
Financial Analysis, Due Diligence, Financial Modeling, Transaction Structuring, Strategic Planning, Valuation, Budgeting, Financial Statements, Internal Controls, Restructuring, Refinancing, Mergers & Acquisitions, Divestitures, Capital Markets, Joint Ventures, IPO, Start-ups, Business Turn-arounds, Project Management
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Business
Southwestern Law School 1995 — 1998
JD, Law
Niagara University 1991 — 1995
BBA, Accounting
Beth Owen's Lehman Brothers Experience 2001 - 2007
Job CEO, CoOwner at Elizabeth Cole Jewelry
Industry Luxury Goods & Jewelry
Experience
Elizabeth Cole Jewelry April 2011 - Present
Evnine & Associates, Inc., Quantitative Hedge Fund 2008 - April 2011
Lehman Brothers 2001 - 2007
Skills
Investments, Capital Markets, Trading, Hedge Funds, Prime Brokerage, CRM, Asset Managment, Fixed Income, Due Diligence, Portfolio Management, Equities, Asset Management, Investor Relations, Investment Management, Alternative Investments, Management, Derivatives
Education
Dartmouth College 1997 — 2001
Bachelor’s Degree, Economics
Cate School 1994 — 1997
High School
Elizabeth Cole Jewelry April 2011 - Present
Evnine & Associates, Inc., Quantitative Hedge Fund 2008 - April 2011
Lehman Brothers 2001 - 2007
Skills
Investments, Capital Markets, Trading, Hedge Funds, Prime Brokerage, CRM, Asset Managment, Fixed Income, Due Diligence, Portfolio Management, Equities, Asset Management, Investor Relations, Investment Management, Alternative Investments, Management, Derivatives
Education
Dartmouth College 1997 — 2001
Bachelor’s Degree, Economics
Cate School 1994 — 1997
High School
Susan Potters's Lehman Brothers Experience August 1994 - October 2003
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America October 2003 - Present
Lehman Brothers August 1994 - October 2003
Salomon Brothers October 1988 - February 1994
Skills
Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Investment Banking, Investments, Mergers, Portfolio Management, Program Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1991
MBA, Management
Cornell University 1977 — 1981
BA, Spanish
Bank of America October 2003 - Present
Lehman Brothers August 1994 - October 2003
Salomon Brothers October 1988 - February 1994
Skills
Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Investment Banking, Investments, Mergers, Portfolio Management, Program Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1991
MBA, Management
Cornell University 1977 — 1981
BA, Spanish
Elizabeth Williamson's Lehman Brothers Experience July 2005 - June 2007
Job Principal at Frontenac Company
Industry Financial Services
Experience
Frontenac Company April 2015 - Present
Spice Chain February 2015 - Present
Mercer Foods 2011 - Present
Frontenac Company August 2011 - April 2015
Thomas H. Lee Partners July 2007 - July 2009
Lehman Brothers July 2005 - June 2007
Education
Harvard Business School 2009 — 2011
MBA
Dartmouth College 2001 — 2005
AB, Economics, Government
Frontenac Company April 2015 - Present
Spice Chain February 2015 - Present
Mercer Foods 2011 - Present
Frontenac Company August 2011 - April 2015
Thomas H. Lee Partners July 2007 - July 2009
Lehman Brothers July 2005 - June 2007
Education
Harvard Business School 2009 — 2011
MBA
Dartmouth College 2001 — 2005
AB, Economics, Government
Chris Foley's Lehman Brothers Experience June 1998 - April 2001
Job Actor
Industry Performing Arts
Experience
CLSA December 2007 - February 2010
RBC Capital Markets April 2001 - November 2007
Lehman Brothers June 1998 - April 2001
Skills
Acting
Education
Dartmouth College 1991 — 1995
Bachelor of Arts (B.A.), History
CLSA December 2007 - February 2010
RBC Capital Markets April 2001 - November 2007
Lehman Brothers June 1998 - April 2001
Skills
Acting
Education
Dartmouth College 1991 — 1995
Bachelor of Arts (B.A.), History
Carl Byrnes's Lehman Brothers Experience November 1996 - May 1998
Job President & CEO/ CFO/ Workout Specialist/ Board of Directors
Industry Executive Office
Experience
CBMA Independent Advisory Services May 2014 - Present
Pacific Northwest Diabetes Research Institute (PNDRI) October 2011 - Present
SCS Refrigerated Services, LLC March 2008 - May 2014
CBHC Consulting Services LLC August 2007 - January 2009
Agency Trading Group / MJSK Securities April 2006 - August 2007
Pfizer Inc. November 2001 - April 2006
RBC Capital Markets May 1998 - November 2001
Lehman Brothers November 1996 - May 1998
Wessels, Arnold & Henderson, LLC January 1995 - November 1996
Sutro & Co. / Tucker Anthony (now RBC Capital Markets) April 1993 - January 1995
Skills
Operations Management, Sales and Marketing, Strategic Planning, Budgeting and..., Financial Reporting, Key Performance..., Internal Controls, Staff Development, Re-Organization, Debt Modification, Quality Assurance, Merger Integration, Investor Relations, Warehousing and..., Investment Banking, Private Placements, Initial Public Offerings, Convertible and..., Mergers and Acquisitions, Consulting, Biotechnology, Life Sciences, Pharmaceuticals, Cardiovascular Disease, Diabetes, Oncology, Respiratory Disorders, Cosmetic Dermatology, Neurological Disorders, Contract Research..., Dialysis Centers, Acute Care Hospitals, Nursing Homes and..., Infectious Diseases, Pharmacy Benefit..., Institutional Pharmacy, Medical Devices, Molecular Cloning, Lifesciences, Divestitures, Executive Management, Reorganisation, Commercialization, IPO, Acquisition Integration, Corporate Development, Dermatology, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 1988 — 1990
MBA, Finance
Washington University in St. Louis 1982 — 1986
BSBA, Biology
CBMA Independent Advisory Services May 2014 - Present
Pacific Northwest Diabetes Research Institute (PNDRI) October 2011 - Present
SCS Refrigerated Services, LLC March 2008 - May 2014
CBHC Consulting Services LLC August 2007 - January 2009
Agency Trading Group / MJSK Securities April 2006 - August 2007
Pfizer Inc. November 2001 - April 2006
RBC Capital Markets May 1998 - November 2001
Lehman Brothers November 1996 - May 1998
Wessels, Arnold & Henderson, LLC January 1995 - November 1996
Sutro & Co. / Tucker Anthony (now RBC Capital Markets) April 1993 - January 1995
Skills
Operations Management, Sales and Marketing, Strategic Planning, Budgeting and..., Financial Reporting, Key Performance..., Internal Controls, Staff Development, Re-Organization, Debt Modification, Quality Assurance, Merger Integration, Investor Relations, Warehousing and..., Investment Banking, Private Placements, Initial Public Offerings, Convertible and..., Mergers and Acquisitions, Consulting, Biotechnology, Life Sciences, Pharmaceuticals, Cardiovascular Disease, Diabetes, Oncology, Respiratory Disorders, Cosmetic Dermatology, Neurological Disorders, Contract Research..., Dialysis Centers, Acute Care Hospitals, Nursing Homes and..., Infectious Diseases, Pharmacy Benefit..., Institutional Pharmacy, Medical Devices, Molecular Cloning, Lifesciences, Divestitures, Executive Management, Reorganisation, Commercialization, IPO, Acquisition Integration, Corporate Development, Dermatology, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 1988 — 1990
MBA, Finance
Washington University in St. Louis 1982 — 1986
BSBA, Biology
Narendra Bishundial's Lehman Brothers Experience July 2006 - July 2008
Job Director, Enterprise Engineering at Teach For America
Industry Information Technology and Services
Experience
Teach For America April 2013 - Present
Maintech January 2012 - April 2013
Credit Suisse July 2008 - January 2012
Lehman Brothers July 2006 - July 2008
Skills
Windows Server, Active Directory, Servers, Windows 7, Windows, Networking, Break Fix, Troubleshooting, Server Administration, LAN-WAN, Local Area Network, Cisco Certified, CCENT, Server+, CompTIA A+ Certification, Network+, Data Center, VMware ESX, VMware, vSphere, Virtualization, TCP/IP, Hardware, Software Installation
Education
CUNY New York City College of Technology 2008 — 2012
Associate's degree, Computer and Information Systems Security/Information Assurance
Teach For America April 2013 - Present
Maintech January 2012 - April 2013
Credit Suisse July 2008 - January 2012
Lehman Brothers July 2006 - July 2008
Skills
Windows Server, Active Directory, Servers, Windows 7, Windows, Networking, Break Fix, Troubleshooting, Server Administration, LAN-WAN, Local Area Network, Cisco Certified, CCENT, Server+, CompTIA A+ Certification, Network+, Data Center, VMware ESX, VMware, vSphere, Virtualization, TCP/IP, Hardware, Software Installation
Education
CUNY New York City College of Technology 2008 — 2012
Associate's degree, Computer and Information Systems Security/Information Assurance
Brendan Fogarty's Lehman Brothers Experience August 2007 - October 2008
Job Vice President, Commodity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
LCM Commodities May 2009 - February 2011
Barclays Capital October 2008 - January 2009
Lehman Brothers August 2007 - October 2008
Bloomberg LP 2002 - 2007
Skills
Commodity, Bloomberg, Derivatives, Hedge Funds, Options, Series 7, Bloomberg Terminal
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
University of Michigan 1995 — 1999
B.A., English
Morgan Stanley March 2011 - Present
LCM Commodities May 2009 - February 2011
Barclays Capital October 2008 - January 2009
Lehman Brothers August 2007 - October 2008
Bloomberg LP 2002 - 2007
Skills
Commodity, Bloomberg, Derivatives, Hedge Funds, Options, Series 7, Bloomberg Terminal
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA
University of Michigan 1995 — 1999
B.A., English
Carol Anderson Shaw, CFA's Lehman Brothers Experience 1984 - 1986
Job Strategy and Communications Consultant
Industry Executive Office
Experience
Shaw Consulting 2002 - Present
McAdams Wright Ragen July 2012 - March 2013
Standard & Poor's 1987 - 2007
Lehman Brothers 1984 - 1986
TIAA-CREF 1982 - 1984
Skills
Business Planning, Business Development, Strategic Planning, Marketing, Valuation, Market Research, Investment Strategies, Leadership, Portfolio Management, Strategic Communications, White Papers, Finance, Financial Statement..., Public Speaking, Market Analysis, Nonprofits, Editing, Equities, Financial Modeling, Writing, Program Management, Fundraising, Asset Management, Grant evaluations, Proposal summaries, Leading Meetings, Talent Recruiting
Education
Dartmouth College 1975 — 1979
BA, English major
University of Washington 2014 — 2016
Masters in Fine Arts in Creative Writing
CFA Institute 1980 — 1982
Chartered Financial Analyst
Shaw Consulting 2002 - Present
McAdams Wright Ragen July 2012 - March 2013
Standard & Poor's 1987 - 2007
Lehman Brothers 1984 - 1986
TIAA-CREF 1982 - 1984
Skills
Business Planning, Business Development, Strategic Planning, Marketing, Valuation, Market Research, Investment Strategies, Leadership, Portfolio Management, Strategic Communications, White Papers, Finance, Financial Statement..., Public Speaking, Market Analysis, Nonprofits, Editing, Equities, Financial Modeling, Writing, Program Management, Fundraising, Asset Management, Grant evaluations, Proposal summaries, Leading Meetings, Talent Recruiting
Education
Dartmouth College 1975 — 1979
BA, English major
University of Washington 2014 — 2016
Masters in Fine Arts in Creative Writing
CFA Institute 1980 — 1982
Chartered Financial Analyst
Biliana Kostov's Lehman Brothers Experience August 2006 - 2008
Job Senior Director, Strategy and M&A at PepsiCo
Industry Investment Banking
Experience
PepsiCo October 2014 - Present
PepsiCo June 2012 - September 2014
Barclays Capital 2008 - October 2012
Lehman Brothers August 2006 - 2008
Endurance Capital 2002 - 2006
Playboy Enterprises, Inc. 2001 - 2001
Lazard Freres & Co. LLC 1998 - 2000
Skills
Investment Banking, Fundraising, New Business Development, Strategic Planning, M&A experience, Financial Analysis, Strategy, Banking, Financial Modeling, Capital Markets, Portfolio Management, Due Diligence, Equities, Business Strategy, Mergers & Acquisitions, Private Equity, Start-ups, Investments, Business Planning, Corporate Finance, Valuation, Venture Capital, Management Consulting, Entrepreneurship
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Dartmouth College 1994 — 1998
BA, Double Major: Mathematics, Economics
High School of Mathematics 1989 — 1998
High School, Mathematics
PepsiCo October 2014 - Present
PepsiCo June 2012 - September 2014
Barclays Capital 2008 - October 2012
Lehman Brothers August 2006 - 2008
Endurance Capital 2002 - 2006
Playboy Enterprises, Inc. 2001 - 2001
Lazard Freres & Co. LLC 1998 - 2000
Skills
Investment Banking, Fundraising, New Business Development, Strategic Planning, M&A experience, Financial Analysis, Strategy, Banking, Financial Modeling, Capital Markets, Portfolio Management, Due Diligence, Equities, Business Strategy, Mergers & Acquisitions, Private Equity, Start-ups, Investments, Business Planning, Corporate Finance, Valuation, Venture Capital, Management Consulting, Entrepreneurship
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Dartmouth College 1994 — 1998
BA, Double Major: Mathematics, Economics
High School of Mathematics 1989 — 1998
High School, Mathematics
Vincent Basulto's Lehman Brothers Experience 2000 - 2008
Job Managing Director at Macquarie Group
Industry Law Practice
Experience
Macquarie Group 2008 - Present
Lehman Brothers 2000 - 2008
Cadwalader, Wickersham & Taft LLP 1995 - 2000
Skills
Management, Strategic Planning, Leadership, Contract Negotiation, Negotiation, Public Speaking
Education
University of Michigan Law School 1992 — 1995
J.D.
Cornell University 1988 — 1992
Bachelor of Arts (B.A.), Government
Macquarie Group 2008 - Present
Lehman Brothers 2000 - 2008
Cadwalader, Wickersham & Taft LLP 1995 - 2000
Skills
Management, Strategic Planning, Leadership, Contract Negotiation, Negotiation, Public Speaking
Education
University of Michigan Law School 1992 — 1995
J.D.
Cornell University 1988 — 1992
Bachelor of Arts (B.A.), Government
Vivek Pai's Lehman Brothers Experience September 2006 - August 2007
Job Mergers & Acquisitions Vice President at Rabo Securities
Industry Investment Banking
Experience
Rabo Securities October 2009 - Present
FG Companies June 2009 - September 2009
Rabo Securities May 2008 - August 2008
Lehman Brothers September 2006 - August 2007
Lehman Brothers January 2005 - August 2006
Lehman Brothers June 2004 - January 2005
Lehman Brothers June 2001 - June 2004
Skills
Business Modeling, Relationship Management, Valuation Modeling, Valuation, Mergers, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Finance
State University of New York College at Buffalo 1999 — 2001
MS, Computer Science
University at Buffalo 1999 — 2001
MS, Computer Science
Manipal University 1995 — 1999
BE, Computer Engineering
Rabo Securities October 2009 - Present
FG Companies June 2009 - September 2009
Rabo Securities May 2008 - August 2008
Lehman Brothers September 2006 - August 2007
Lehman Brothers January 2005 - August 2006
Lehman Brothers June 2004 - January 2005
Lehman Brothers June 2001 - June 2004
Skills
Business Modeling, Relationship Management, Valuation Modeling, Valuation, Mergers, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Finance
State University of New York College at Buffalo 1999 — 2001
MS, Computer Science
University at Buffalo 1999 — 2001
MS, Computer Science
Manipal University 1995 — 1999
BE, Computer Engineering
Burt Hochstein's Lehman Brothers Experience 1987 - 1994
Job Owner, OFS Solutions
Industry Facilities Services
Experience
1Quick Cup August 2009 - Present
Legend Capital 2008 - Present
Urban Office Products January 2007 - Present
OFS Solutions 2002 - Present
Lehman Brothers 1987 - 1994
Skills
Furniture, Strategic Planning, Sales Management, Asset Managment, New Business Development, Marketing, Customer Service, Leadership, Small Business, Furnishings, Mergers, Project Management, Negotiation, Finance, Entrepreneurship, Strategy, Start-ups, Operations Management, Business Strategy, Financial Analysis, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management 1972 — 1974
MPH/MBA, Health Care
University of Connecticut 1968 — 1972
BS in Business Administration, Business Management and Accounting
1Quick Cup August 2009 - Present
Legend Capital 2008 - Present
Urban Office Products January 2007 - Present
OFS Solutions 2002 - Present
Lehman Brothers 1987 - 1994
Skills
Furniture, Strategic Planning, Sales Management, Asset Managment, New Business Development, Marketing, Customer Service, Leadership, Small Business, Furnishings, Mergers, Project Management, Negotiation, Finance, Entrepreneurship, Strategy, Start-ups, Operations Management, Business Strategy, Financial Analysis, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management 1972 — 1974
MPH/MBA, Health Care
University of Connecticut 1968 — 1972
BS in Business Administration, Business Management and Accounting
Stephanie Leichter's Lehman Brothers Experience 2000 - 2007
Job Career Consultant
Industry Financial Services
Experience
SL Career Consultants 2007 - Present
Pfizer 2007 - 2009
Lehman Brothers 2000 - 2007
Merrill Lynch 1998 - 2000
Education
Cornell University
Bachelor of Science (BS), Finance and Real Estate
SL Career Consultants 2007 - Present
Pfizer 2007 - 2009
Lehman Brothers 2000 - 2007
Merrill Lynch 1998 - 2000
Education
Cornell University
Bachelor of Science (BS), Finance and Real Estate
Cindy Merlino's Lehman Brothers Experience 2001 - 2003
Job Senior Financial Analyst at Rutgers SHRP
Industry Higher Education
Experience
Rutgers University 2010 - Present
UMDNJ - New Jersey Medical School December 2008 - July 2010
UMDNJ - New Jersey Medical School September 2006 - December 2008
UMDNJ - New Jersey Medical School January 2003 - September 2006
Lehman Brothers 2001 - 2003
Arthur Andersen 1999 - 2001
Skills
Budgets, Strategic Planning, Access, Finance, Forecasting, Financial Analysis, Project Management, Microsoft Excel, Auditing, Financial Reporting, Leadership, Administration
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2013
Mini MBA - Business Essentials
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
BS, Major: Accounting, Minor: Psychology
County College of Morris 1994 — 1996
Associate, Business Administration
Rutgers University 2010 - Present
UMDNJ - New Jersey Medical School December 2008 - July 2010
UMDNJ - New Jersey Medical School September 2006 - December 2008
UMDNJ - New Jersey Medical School January 2003 - September 2006
Lehman Brothers 2001 - 2003
Arthur Andersen 1999 - 2001
Skills
Budgets, Strategic Planning, Access, Finance, Forecasting, Financial Analysis, Project Management, Microsoft Excel, Auditing, Financial Reporting, Leadership, Administration
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2013
Mini MBA - Business Essentials
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
BS, Major: Accounting, Minor: Psychology
County College of Morris 1994 — 1996
Associate, Business Administration
Popeil, Jaclyn's Lehman Brothers Experience April 2006 - July 2008
Job Student at The University of Texas at Austin
Industry Marketing and Advertising
Experience
Lehman Brothers April 2006 - July 2008
Education
The University of Texas at Austin 2008 — 2010
Cornell University 2001 — 2005
BS, Textiles and Apparel Management and Marketing
Lehman Brothers April 2006 - July 2008
Education
The University of Texas at Austin 2008 — 2010
Cornell University 2001 — 2005
BS, Textiles and Apparel Management and Marketing
Randy Stuzin's Lehman Brothers Experience February 1997 - March 2000
Job General Counsel at King Street Capital Management
Industry Law Practice
Experience
King Street Capital Management March 2014 - Present
Goldman Sachs April 2000 - February 2014
Lehman Brothers February 1997 - March 2000
Cravath, Swaine & Moore LLP September 1991 - February 1995
Skills
Capital Markets, Securities Regulation, Securities, Private Equity, Equities, Hedge Funds, Fixed Income, Alternative Investments, Investment Banking, Corporate Finance, Derivatives, Due Diligence, Mergers & Acquisitions, Venture Capital, Emerging Markets, Financial Structuring, Private Placements, Corporate Governance, IPO
Education
New York University School of Law 1989 — 1991
JD
Cornell University 1984 — 1988
BS, Economics
King Street Capital Management March 2014 - Present
Goldman Sachs April 2000 - February 2014
Lehman Brothers February 1997 - March 2000
Cravath, Swaine & Moore LLP September 1991 - February 1995
Skills
Capital Markets, Securities Regulation, Securities, Private Equity, Equities, Hedge Funds, Fixed Income, Alternative Investments, Investment Banking, Corporate Finance, Derivatives, Due Diligence, Mergers & Acquisitions, Venture Capital, Emerging Markets, Financial Structuring, Private Placements, Corporate Governance, IPO
Education
New York University School of Law 1989 — 1991
JD
Cornell University 1984 — 1988
BS, Economics
Eric Liebowitz's Lehman Brothers Experience January 2005 - March 2009
Job Information Security Technical Director at AOL
Industry Financial Services
Experience
AOL 2015 - 2015
AOL September 2014 - 2015
Freddie Mac July 2012 - September 2014
Freddie Mac March 2009 - September 2012
Barclays Capital 2008 - March 2009
Lehman Brothers January 2005 - March 2009
IBM Global Services October 2000 - January 2005
Zurich North America 2000 - 2005
Skills
Information Security, IT Audit, CISSP, Information Security..., Disaster Recovery, Risk Management, Identity Management, IT Strategy, Security, Vulnerability Management, COBIT, Incident Management, Governance, IT Management, CISA, CISM, ISO 27001, Vulnerability Assessment, Program Management
Education
County College of Morris 1993 — 1996
AAS, Information Technology
AOL 2015 - 2015
AOL September 2014 - 2015
Freddie Mac July 2012 - September 2014
Freddie Mac March 2009 - September 2012
Barclays Capital 2008 - March 2009
Lehman Brothers January 2005 - March 2009
IBM Global Services October 2000 - January 2005
Zurich North America 2000 - 2005
Skills
Information Security, IT Audit, CISSP, Information Security..., Disaster Recovery, Risk Management, Identity Management, IT Strategy, Security, Vulnerability Management, COBIT, Incident Management, Governance, IT Management, CISA, CISM, ISO 27001, Vulnerability Assessment, Program Management
Education
County College of Morris 1993 — 1996
AAS, Information Technology
Jon Jonsson's Lehman Brothers Experience August 2003 - September 2008
Job Director Market Risk IT at Citigroup
Industry Information Technology and Services
Experience
Citigroup March 2009 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2003 - September 2008
TheBeast 1997 - 2003
TheBEAST/Beast Financial Systems 1994 - 2003
SimCorp 1982 - 1994
Skills
Market Risk, Fixed Income, Trading Systems, Derivatives, FX Options, C++, Risk Management, Investment Banking, Equities, Hedge Funds, Trading, Credit Derivatives, Quantitative Investing, Structured Products, Credit Risk, Capital Markets, Interest Rate...
Education
Danmarks Tekniske Universitet 1976 — 1982
Msc, Mechanical Eng.
Citigroup March 2009 - Present
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2003 - September 2008
TheBeast 1997 - 2003
TheBEAST/Beast Financial Systems 1994 - 2003
SimCorp 1982 - 1994
Skills
Market Risk, Fixed Income, Trading Systems, Derivatives, FX Options, C++, Risk Management, Investment Banking, Equities, Hedge Funds, Trading, Credit Derivatives, Quantitative Investing, Structured Products, Credit Risk, Capital Markets, Interest Rate...
Education
Danmarks Tekniske Universitet 1976 — 1982
Msc, Mechanical Eng.
Dami Han's Lehman Brothers Experience August 2008 - December 2008
Job MBA/MILR Candidate at Cornell
Industry Human Resources
Experience
Macquarie Group August 2012 - August 2013
Barclays Capital February 2009 - August 2012
Lehman Brothers August 2008 - December 2008
SunTrust Robinson Humphrey June 2007 - August 2007
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Cornell University ILR School 2015 — 2017
Master of Industrial and Labor Relations (MILR), HR & Organizations
University of Virginia 2004 — 2008
B.S. in Commerce, Finance and International Business
East China Normal University 2006 — 2006
Summer Chinese Language Program
Macquarie Group August 2012 - August 2013
Barclays Capital February 2009 - August 2012
Lehman Brothers August 2008 - December 2008
SunTrust Robinson Humphrey June 2007 - August 2007
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Cornell University ILR School 2015 — 2017
Master of Industrial and Labor Relations (MILR), HR & Organizations
University of Virginia 2004 — 2008
B.S. in Commerce, Finance and International Business
East China Normal University 2006 — 2006
Summer Chinese Language Program
Siewyee Lai's Lehman Brothers Experience June 2007 - October 2008
Job at
Industry Information Technology and Services
Experience
Market Axess June 2013 - Present
Barclays Wealth July 2010 - May 2013
Citigroup March 2009 - June 2010
Lehman Brothers June 2007 - October 2008
Skills
Quality Assurance, Quality Center, Atlassian JIRA, Market Data, Securities, Agile Testing, Project Portfolio..., Testing Tools, SoapUI, SOA Testing, Web Services API, JMS, Informatica, Oracle 9i, SQL DB2, Microsoft SQL Server, XML Spy, TeamCity, Master Data Management, Team Leadership, Team Building, Offshore Resource..., Oracle, Test Planning, Requirements Gathering, Test Management, Business Analysis, Testing, User Acceptance Testing, SDLC, JIRA, Test Cases, Manual Testing, Test Strategy, Databases, HP Quality Center
Education
Dallas Baptist University
Master of Art, Organization Management, Health Care Management
University of South Alabama
Bachelor of Science, Computer Information Science
Market Axess June 2013 - Present
Barclays Wealth July 2010 - May 2013
Citigroup March 2009 - June 2010
Lehman Brothers June 2007 - October 2008
Skills
Quality Assurance, Quality Center, Atlassian JIRA, Market Data, Securities, Agile Testing, Project Portfolio..., Testing Tools, SoapUI, SOA Testing, Web Services API, JMS, Informatica, Oracle 9i, SQL DB2, Microsoft SQL Server, XML Spy, TeamCity, Master Data Management, Team Leadership, Team Building, Offshore Resource..., Oracle, Test Planning, Requirements Gathering, Test Management, Business Analysis, Testing, User Acceptance Testing, SDLC, JIRA, Test Cases, Manual Testing, Test Strategy, Databases, HP Quality Center
Education
Dallas Baptist University
Master of Art, Organization Management, Health Care Management
University of South Alabama
Bachelor of Science, Computer Information Science
Tomasz Micula's Lehman Brothers Experience April 2007 - September 2008
Job VP in Fixed Income Technology at Jefferies LLC
Industry Banking
Experience
Jefferies LLC October 2009 - Present
Citibank October 2008 - October 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers April 2007 - September 2008
Banc of America Securities May 2005 - April 2007
Skills
Enterprise Architecture, Fixed Income, JMS, SQL, XML, Electronic Trading, Java
Education
University of Michigan 2003 — 2005
M.S, Computer Science & Engineering
Cornell University 2000 — 2003
B.S, Computer Science, Electrical Engineering
Jefferies LLC October 2009 - Present
Citibank October 2008 - October 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers April 2007 - September 2008
Banc of America Securities May 2005 - April 2007
Skills
Enterprise Architecture, Fixed Income, JMS, SQL, XML, Electronic Trading, Java
Education
University of Michigan 2003 — 2005
M.S, Computer Science & Engineering
Cornell University 2000 — 2003
B.S, Computer Science, Electrical Engineering
Philip Waxelbaum's Lehman Brothers Experience 1989 - 1992
Job Financial Services Consulting and Professional Recruiting
Industry Financial Services
Experience
Masada Consulting in association with Willis Consulting June 2015 - Present
Financial Services and Private Wealth Advisory Managment December 2012 - June 2015
Masada Consulting December 2011 - December 2012
JP Morgan Chase July 2010 - December 2011
Deutsche Bank March 2006 - January 2010
UBS 2003 - 2006
Smith Barney December 1992 - March 2003
Shearson Lehman Brothers December 1992 - July 1994
Lehman Brothers 1989 - 1992
Prudential Securities December 1981 - March 1989
Skills
Investments, Securities, Management, Mutual Funds, Sales, Financial Services, Executive Management, Wealth Management..., Investment Banking, Financial Advisory, Banking, Strategic Financial..., Investment Strategies, Trading, Investment Management, Options, Risk Management, Finance, Derivatives, Bonds, Financial Markets, Private Equity, Valuation, Private Banking, Relationship Management, Credit Analysis, Financial Planning, Wealth, Cash Management, Equity Research, High Net Worth..., Structured Products
Education
Syracuse University 1973 — 1978
BS
Cornell University
Masada Consulting in association with Willis Consulting June 2015 - Present
Financial Services and Private Wealth Advisory Managment December 2012 - June 2015
Masada Consulting December 2011 - December 2012
JP Morgan Chase July 2010 - December 2011
Deutsche Bank March 2006 - January 2010
UBS 2003 - 2006
Smith Barney December 1992 - March 2003
Shearson Lehman Brothers December 1992 - July 1994
Lehman Brothers 1989 - 1992
Prudential Securities December 1981 - March 1989
Skills
Investments, Securities, Management, Mutual Funds, Sales, Financial Services, Executive Management, Wealth Management..., Investment Banking, Financial Advisory, Banking, Strategic Financial..., Investment Strategies, Trading, Investment Management, Options, Risk Management, Finance, Derivatives, Bonds, Financial Markets, Private Equity, Valuation, Private Banking, Relationship Management, Credit Analysis, Financial Planning, Wealth, Cash Management, Equity Research, High Net Worth..., Structured Products
Education
Syracuse University 1973 — 1978
BS
Cornell University
Ron Meise, CFA's Lehman Brothers Experience June 2006 - September 2008
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2010 - Present
Barclays Capital September 2008 - March 2010
Lehman Brothers June 2006 - September 2008
Skills
Asset Management, Bloomberg, Series 7, Capital Markets, Equities, Hedge Funds, Securities, Trading, Trading Systems
Education
Cornell University 2002 — 2006
BSc, Applied Economics and Management
Staten Island Technical HS
Credit Suisse March 2010 - Present
Barclays Capital September 2008 - March 2010
Lehman Brothers June 2006 - September 2008
Skills
Asset Management, Bloomberg, Series 7, Capital Markets, Equities, Hedge Funds, Securities, Trading, Trading Systems
Education
Cornell University 2002 — 2006
BSc, Applied Economics and Management
Staten Island Technical HS
Robert Chesley's Lehman Brothers Experience 2002 - 2007
Job Managing Director, Financial Institutions Group at Citi
Industry Investment Banking
Experience
Citi July 2011 - Present
Deutsche Bank July 2007 - June 2011
Lehman Brothers 2002 - 2007
Stonebridge Associates, LLC 1998 - 2000
Stonebridge Associates, LLC 1998 - 2000
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA, Finance
Lehigh University 1991 — 1995
BS, Finance and Marketing
Citi July 2011 - Present
Deutsche Bank July 2007 - June 2011
Lehman Brothers 2002 - 2007
Stonebridge Associates, LLC 1998 - 2000
Stonebridge Associates, LLC 1998 - 2000
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA, Finance
Lehigh University 1991 — 1995
BS, Finance and Marketing
Brian Hickey, CFA's Lehman Brothers Experience May 2006 - September 2008
Job High Yield Bond and Leveraged Loan Analyst
Industry Research
Experience
OppenheimerFunds July 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers May 2006 - September 2008
Moody's Investors Service September 2004 - May 2006
General Motors Investment Management June 2002 - September 2004
Fidelity Investments 1997 - 2000
Skills
Competitive Analysis, Investments, Hedge Funds, Financial Modeling, Finance, Trading, Bonds, Leveraged Finance, Risk Management, Valuation, High Yield
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, Management
Dartmouth College 1993 — 1997
BA, Government
OppenheimerFunds July 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers May 2006 - September 2008
Moody's Investors Service September 2004 - May 2006
General Motors Investment Management June 2002 - September 2004
Fidelity Investments 1997 - 2000
Skills
Competitive Analysis, Investments, Hedge Funds, Financial Modeling, Finance, Trading, Bonds, Leveraged Finance, Risk Management, Valuation, High Yield
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, Management
Dartmouth College 1993 — 1997
BA, Government
C. Houston Johnson, Jr.'s Lehman Brothers Experience June 2008 - August 2008
Job Senior Associate, Turnbridge Capital
Industry Venture Capital & Private Equity
Experience
Turnbridge Capital, LLC August 2015 - Present
Stanford Graduate School of Business September 2013 - June 2015
Natural Gas Partners July 2011 - July 2013
Barclays Capital July 2009 - July 2011
Lehman Brothers June 2008 - August 2008
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Corporate Finance, Investments, Private Equity, Investment Banking, Capital IQ, Asset Managment, Bloomberg, Microsoft Excel, PowerPoint, Data Analysis, Energy, Venture Capital, Mergers, LBO, Finance, Asset Management
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2005 — 2008
BBA, Summa Cum Laude, Finance
Curtin University of Technology 2007 — 2007
St. John's School 1999 — 2005
Turnbridge Capital, LLC August 2015 - Present
Stanford Graduate School of Business September 2013 - June 2015
Natural Gas Partners July 2011 - July 2013
Barclays Capital July 2009 - July 2011
Lehman Brothers June 2008 - August 2008
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Corporate Finance, Investments, Private Equity, Investment Banking, Capital IQ, Asset Managment, Bloomberg, Microsoft Excel, PowerPoint, Data Analysis, Energy, Venture Capital, Mergers, LBO, Finance, Asset Management
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2005 — 2008
BBA, Summa Cum Laude, Finance
Curtin University of Technology 2007 — 2007
St. John's School 1999 — 2005
Jose Emmanuel Batista's Lehman Brothers Experience January 2007 - April 2008
Job Information Technology
Industry Information Technology and Services
Experience
Jane Street Capital February 2014 - Present
Neuberger Berman June 2008 - February 2014
Barclays Capital April 2008 - June 2008
Lehman Brothers January 2007 - April 2008
Skills
Linux, Disaster Recovery, Active Directory, Red Hat Linux, Security, Fixed Income, Integration, Trading Systems, Technical Support, Middle Office, Enterprise Architecture
Education
CUNY New York City College of Technology 2003 — 2008
Bachelor of Applied Science (BASc)
Jane Street Capital February 2014 - Present
Neuberger Berman June 2008 - February 2014
Barclays Capital April 2008 - June 2008
Lehman Brothers January 2007 - April 2008
Skills
Linux, Disaster Recovery, Active Directory, Red Hat Linux, Security, Fixed Income, Integration, Trading Systems, Technical Support, Middle Office, Enterprise Architecture
Education
CUNY New York City College of Technology 2003 — 2008
Bachelor of Applied Science (BASc)
Jaine Mehring's Lehman Brothers Experience 2006 - 2009
Job Human Capital and Financial Capital Manager and Consultant
Industry Financial Services
Experience
Independent Consultant June 2012 - Present
Citadel Investment Group January 2011 - September 2011
Citadel Investment Group May 2010 - July 2011
Barclays Capital (formerly Lehman Brothers) 2008 - 2009
Lehman Brothers 2006 - 2009
Citigroup 2003 - 2005
Citigroup (formerly SalomonSmithBarney) 1993 - 2003
Prudential Securities 1990 - 1993
Sanford C. Bernstein 1988 - 1990
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Security Analysis, Financial Modeling, Talent Management, Prime Brokerage, Securities, Leadership, Business Development, Recruiting, Coaching, Financial Services, Diversity & Inclusion, Writing, Asset Management, Project Management, Talent Acquisition, Consumer Products, FMCG, Corporate Development, Strategic Planning, Business Intelligence, Data Analysis, Manage Client..., Investor Relations, Corporate Governance, Financial Analysis, Competitive Analysis, Compensation Structures, Compliance, HR Consulting, HR Transformation, Human Resources, Human Capital, Market Analysis, Talent Assessment, Forecasting, Strategic Financial..., Financial Reporting
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Yale University
BA, English
Independent Consultant June 2012 - Present
Citadel Investment Group January 2011 - September 2011
Citadel Investment Group May 2010 - July 2011
Barclays Capital (formerly Lehman Brothers) 2008 - 2009
Lehman Brothers 2006 - 2009
Citigroup 2003 - 2005
Citigroup (formerly SalomonSmithBarney) 1993 - 2003
Prudential Securities 1990 - 1993
Sanford C. Bernstein 1988 - 1990
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Security Analysis, Financial Modeling, Talent Management, Prime Brokerage, Securities, Leadership, Business Development, Recruiting, Coaching, Financial Services, Diversity & Inclusion, Writing, Asset Management, Project Management, Talent Acquisition, Consumer Products, FMCG, Corporate Development, Strategic Planning, Business Intelligence, Data Analysis, Manage Client..., Investor Relations, Corporate Governance, Financial Analysis, Competitive Analysis, Compensation Structures, Compliance, HR Consulting, HR Transformation, Human Resources, Human Capital, Market Analysis, Talent Assessment, Forecasting, Strategic Financial..., Financial Reporting
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Yale University
BA, English
Sam Shevat's Lehman Brothers Experience July 2007 - August 2008
Job Director, Mobile at KAYAK
Industry Marketing and Advertising
Experience
KAYAK February 2012 - Present
KAYAK January 2011 - February 2012
KAYAK August 2009 - January 2011
Lehman Brothers July 2007 - August 2008
Lehman Brothers May 2006 - July 2006
Skills
Financial Modeling, Valuation, Analytics, Financial Analysis, Corporate Development, Start-ups, Strategic Partnerships, E-commerce, Mergers & Acquisitions, Venture Capital, Strategy, Finance, Entrepreneurship, Mobile Applications, Analysis
Education
Cornell University 2003 — 2007
BS, Applied Economics and Management
KAYAK February 2012 - Present
KAYAK January 2011 - February 2012
KAYAK August 2009 - January 2011
Lehman Brothers July 2007 - August 2008
Lehman Brothers May 2006 - July 2006
Skills
Financial Modeling, Valuation, Analytics, Financial Analysis, Corporate Development, Start-ups, Strategic Partnerships, E-commerce, Mergers & Acquisitions, Venture Capital, Strategy, Finance, Entrepreneurship, Mobile Applications, Analysis
Education
Cornell University 2003 — 2007
BS, Applied Economics and Management
Almin Hodzic's Lehman Brothers Experience July 2005 - May 2008
Job Director at Aetna
Industry Insurance
Experience
Aetna September 2014 - Present
Bunge August 2013 - August 2014
Bunge - Global Grains and Oilseeds July 2010 - July 2013
Bunge - Bunge Global Agribusiness September 2008 - June 2010
Lehman Brothers July 2005 - May 2008
Lehman Brothers August 2000 - June 2005
Skills
Mergers, Commodities, Debt, Chemicals, Corporate Finance, Equities, Valuation, Financial Analysis, Financial Modeling, Corporate Development, Commodity, Strategic Financial..., Project Finance, Mergers & Acquisitions, Treasury, Bloomberg, Strategic Planning, Fixed Income, Derivatives, Trading, Analysis, Business Development, Asset Management, Hedging, Finance, Business Analysis, Financial Structuring, Financial Services, Emerging Markets, Investment Banking, LBO
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
ESADE Business School 2012 — 2013
Leadership Development Program, General Management
Dartmouth College 1996 — 2000
BA
Aetna September 2014 - Present
Bunge August 2013 - August 2014
Bunge - Global Grains and Oilseeds July 2010 - July 2013
Bunge - Bunge Global Agribusiness September 2008 - June 2010
Lehman Brothers July 2005 - May 2008
Lehman Brothers August 2000 - June 2005
Skills
Mergers, Commodities, Debt, Chemicals, Corporate Finance, Equities, Valuation, Financial Analysis, Financial Modeling, Corporate Development, Commodity, Strategic Financial..., Project Finance, Mergers & Acquisitions, Treasury, Bloomberg, Strategic Planning, Fixed Income, Derivatives, Trading, Analysis, Business Development, Asset Management, Hedging, Finance, Business Analysis, Financial Structuring, Financial Services, Emerging Markets, Investment Banking, LBO
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
ESADE Business School 2012 — 2013
Leadership Development Program, General Management
Dartmouth College 1996 — 2000
BA
Amanda Lubin's Lehman Brothers Experience June 2007 - August 2007
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2015 - Present
Bain & Company January 2013 - July 2015
d.light design July 2012 - January 2013
Dalberg Global Development Advisors June 2011 - August 2011
Bain & Company 2009 - 2010
TechnoServe April 2009 - October 2009
Bain & Company 2007 - 2009
Lehman Brothers June 2007 - August 2007
Skills
Financial Modeling, Business Strategy, Strategy, Management Consulting, Entrepreneurship, Due Diligence, Business Development, Mergers & Acquisitions, Mergers, Investment Banking, Corporate Development
Education
Stanford Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Bain & Company July 2015 - Present
Bain & Company January 2013 - July 2015
d.light design July 2012 - January 2013
Dalberg Global Development Advisors June 2011 - August 2011
Bain & Company 2009 - 2010
TechnoServe April 2009 - October 2009
Bain & Company 2007 - 2009
Lehman Brothers June 2007 - August 2007
Skills
Financial Modeling, Business Strategy, Strategy, Management Consulting, Entrepreneurship, Due Diligence, Business Development, Mergers & Acquisitions, Mergers, Investment Banking, Corporate Development
Education
Stanford Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Ren Chen's Lehman Brothers Experience July 2008 - October 2008
Job
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2011 - December 2014
Morgan Stanley December 2009 - July 2011
Nomura Securities October 2008 - December 2009
Lehman Brothers July 2008 - October 2008
151 Enterprises, LLC December 2003 - January 2008
Merrill Lynch March 2007 - June 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Equities, Valuation, Private Equity, Corporate Finance, Hedge Funds, Equity Research, Fixed Income, LBO, Bloomberg, Investments, Emerging Markets, Alternative Investments, Derivatives, Venture Capital, Due Diligence, IPO, M&A experience, Equity Capital Markets
Education
Dartmouth College 2004 — 2008
B.A.
The Collegiate School for Boys 1998 — 2004
Middle and High School
Morgan Stanley January 2015 - Present
Morgan Stanley July 2011 - December 2014
Morgan Stanley December 2009 - July 2011
Nomura Securities October 2008 - December 2009
Lehman Brothers July 2008 - October 2008
151 Enterprises, LLC December 2003 - January 2008
Merrill Lynch March 2007 - June 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Equities, Valuation, Private Equity, Corporate Finance, Hedge Funds, Equity Research, Fixed Income, LBO, Bloomberg, Investments, Emerging Markets, Alternative Investments, Derivatives, Venture Capital, Due Diligence, IPO, M&A experience, Equity Capital Markets
Education
Dartmouth College 2004 — 2008
B.A.
The Collegiate School for Boys 1998 — 2004
Middle and High School
Daniel Godfrey's Lehman Brothers Experience 2005 - 2008
Job Sales Assistant at Barclays Capital
Industry Financial Services
Experience
Barclays June 2009 - Present
The Princeton Review December 2001 - Present
Boston Red Sox August 2002 - June 2009
Barclays Wealth September 2008 - March 2009
Lehman Brothers 2005 - 2008
Skills
Markitwire, Bloomberg, Omgeo Oasys, DTC, Fedwire, Euroclear, Clearstream, Spanish
Education
Dartmouth College 1994 — 1998
Economics, Math
Barclays June 2009 - Present
The Princeton Review December 2001 - Present
Boston Red Sox August 2002 - June 2009
Barclays Wealth September 2008 - March 2009
Lehman Brothers 2005 - 2008
Skills
Markitwire, Bloomberg, Omgeo Oasys, DTC, Fedwire, Euroclear, Clearstream, Spanish
Education
Dartmouth College 1994 — 1998
Economics, Math
Debra Liu's Lehman Brothers Experience July 2007 - May 2008
Job Chief Operating Officer at FoodtoEat.com
Industry Food & Beverages
Experience
FoodtoEat.com January 2015 - Present
Foodtoeat.com August 2013 - January 2015
The World Bank October 2011 - June 2012
USDA October 2011 - June 2012
Weill Cornell Medical College February 2011 - July 2011
Dana-Farber Cancer Institute July 2008 - April 2010
Lehman Brothers July 2007 - May 2008
Lehman Brothers July 2006 - September 2006
Skills
Research, Investment Banking, Data Analysis, Stata, Statistics, Analysis, Spanish, Lifesciences, Microsoft Excel, International Relations, Public Health, Grant Writing, Program Development, Policy, Literature Reviews, Social Media, Public Speaking, Editing, Proposal Writing
Education
Dartmouth College 2003 — 2007
BA, Genetics, Cell & Developmental Biology and Asian & Middle Eastern Studies
Johns Hopkins Bloomberg School of Public Health 2011 — 2013
MSPH, International Public Health/International Health
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
FoodtoEat.com January 2015 - Present
Foodtoeat.com August 2013 - January 2015
The World Bank October 2011 - June 2012
USDA October 2011 - June 2012
Weill Cornell Medical College February 2011 - July 2011
Dana-Farber Cancer Institute July 2008 - April 2010
Lehman Brothers July 2007 - May 2008
Lehman Brothers July 2006 - September 2006
Skills
Research, Investment Banking, Data Analysis, Stata, Statistics, Analysis, Spanish, Lifesciences, Microsoft Excel, International Relations, Public Health, Grant Writing, Program Development, Policy, Literature Reviews, Social Media, Public Speaking, Editing, Proposal Writing
Education
Dartmouth College 2003 — 2007
BA, Genetics, Cell & Developmental Biology and Asian & Middle Eastern Studies
Johns Hopkins Bloomberg School of Public Health 2011 — 2013
MSPH, International Public Health/International Health
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Anoop Rathod's Lehman Brothers Experience June 2007 - June 2008
Job Equity Research Analyst
Industry Financial Services
Experience
Sovarnum Capital June 2014 - Present
The Wharton School June 2012 - May 2014
Sovarnum Capital June 2013 - August 2013
PIMCO March 2010 - June 2012
TechnoServe July 2008 - June 2009
Lehman Brothers June 2007 - June 2008
Education
Dartmouth College 2003 — 2007
B.A., Economics
Sovarnum Capital June 2014 - Present
The Wharton School June 2012 - May 2014
Sovarnum Capital June 2013 - August 2013
PIMCO March 2010 - June 2012
TechnoServe July 2008 - June 2009
Lehman Brothers June 2007 - June 2008
Education
Dartmouth College 2003 — 2007
B.A., Economics
Tony Acero's Lehman Brothers Experience 1995 - 2000
Job IT Security at Two Sigma Investments, LLC
Industry Information Technology and Services
Experience
Two Sigma Investments, LLC October 2014 - Present
Lapsed Academics, Inc March 2011 - October 2014
Morgan Stanley April 2000 - March 2011
Lehman Brothers 1995 - 2000
Skills
Firewalls, IT Strategy, Information Security, Risk Management, Enterprise Architecture, Network Security, Management, SDLC, Perl, Linux, Security, System Deployment, Vendor Management, Data Center, Program Management, Business Process..., Unix, Disaster Recovery, Computer Forensics, Due Diligence, Computer Security, Process Improvement, Strategic Planning, Information Security..., IT Management, Governance
Education
The University of Chicago 1988 — 1995
PhD, Chemistry
Cornell University 1984 — 1988
BA, Chemistry
Two Sigma Investments, LLC October 2014 - Present
Lapsed Academics, Inc March 2011 - October 2014
Morgan Stanley April 2000 - March 2011
Lehman Brothers 1995 - 2000
Skills
Firewalls, IT Strategy, Information Security, Risk Management, Enterprise Architecture, Network Security, Management, SDLC, Perl, Linux, Security, System Deployment, Vendor Management, Data Center, Program Management, Business Process..., Unix, Disaster Recovery, Computer Forensics, Due Diligence, Computer Security, Process Improvement, Strategic Planning, Information Security..., IT Management, Governance
Education
The University of Chicago 1988 — 1995
PhD, Chemistry
Cornell University 1984 — 1988
BA, Chemistry
Peter Bohner's Lehman Brothers Experience 1993 - 1997
Job Managing Partner at The Marymont Group
Industry Staffing and Recruiting
Experience
The Marymont Group 2002 - Present
ABN AMRO 2000 - 2002
Lehman Brothers 1993 - 1997
Skills
Talent Acquisition, Executive Search, Mergers, Program Management, Business Development, Government Contracting, Executive Management, Customer Service, Process Improvement, Technical Recruiting, Recruiting, Sourcing, Talent Management, Applicant Tracking..., Strategic Planning, Acquisition Integration, Business Strategy, Aerospace, Change Management, Operations Management, Risk Management, Leadership Development, Strategy, Mergers & Acquisitions, Start-ups, Cross-functional Team..., Interpersonal Skill, New Business Development, Management, Human Resources, Financial Analysis, Leadership, Contract Negotiation
Education
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA, Business
Skidmore College 1989 — 1993
BS, Business
The Marymont Group 2002 - Present
ABN AMRO 2000 - 2002
Lehman Brothers 1993 - 1997
Skills
Talent Acquisition, Executive Search, Mergers, Program Management, Business Development, Government Contracting, Executive Management, Customer Service, Process Improvement, Technical Recruiting, Recruiting, Sourcing, Talent Management, Applicant Tracking..., Strategic Planning, Acquisition Integration, Business Strategy, Aerospace, Change Management, Operations Management, Risk Management, Leadership Development, Strategy, Mergers & Acquisitions, Start-ups, Cross-functional Team..., Interpersonal Skill, New Business Development, Management, Human Resources, Financial Analysis, Leadership, Contract Negotiation
Education
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA, Business
Skidmore College 1989 — 1993
BS, Business
Philip Currier's Lehman Brothers Experience April 1987 - September 2008
Job Private Investor
Industry Investment Management
Experience
Barclays Capital September 2008 - November 2011
Lehman Brothers April 1987 - September 2008
Skills
Investment Banking, Fixed Income, Trading Systems, Equities, Prime Brokerage, Capital Markets, Electronic Trading, Derivatives, Hedge Funds, Bloomberg, Securities, Alternative Investments, Trading, Middle Office, Market Data, Financial Markets, Reference Data, Asset Management, Risk Management, Portfolio Management, Back Office, Equity Derivatives
Education
Syracuse University 1971 — 1972
MBA, Management Information Systems, General
Cornell University 1965 — 1966
Master of Science (MS), Electrical and Electronics Engineering
Cornell University 1961 — 1965
Bachelor of Science (BS), Electrical and Electronics Engineering
Barclays Capital September 2008 - November 2011
Lehman Brothers April 1987 - September 2008
Skills
Investment Banking, Fixed Income, Trading Systems, Equities, Prime Brokerage, Capital Markets, Electronic Trading, Derivatives, Hedge Funds, Bloomberg, Securities, Alternative Investments, Trading, Middle Office, Market Data, Financial Markets, Reference Data, Asset Management, Risk Management, Portfolio Management, Back Office, Equity Derivatives
Education
Syracuse University 1971 — 1972
MBA, Management Information Systems, General
Cornell University 1965 — 1966
Master of Science (MS), Electrical and Electronics Engineering
Cornell University 1961 — 1965
Bachelor of Science (BS), Electrical and Electronics Engineering
Laurence (Larry) Burnett's Lehman Brothers Experience 1985 - 1990
Job Director, Global Real Estate and Facilities at NetSuite
Industry Real Estate
Experience
NetSuite 2012 - Present
SPUR 2007 - 2014
Corporate Real Estate Consulting 2011 - 2012
Cisco Systems 2001 - 2011
Cisco Systems 1999 - 2001
Hellmuth, Obata + Kassabaum Architects 1995 - 1999
Lehman Brothers 1985 - 1990
Skills
Corporate Real Estate, San Francisco and..., Financial Analysis, Corporate Finance, Portfolio Strategy, Operations Management, Design and Construction, LEED, Real Estate Development, Land Acquisition, Land Use Planning, Entitlements, Economic Development, International..., Foreign Languages:..., Real Estate, Construction
Education
Wharton School, University of Pennsylvania 2005 — 2007
MBA, Finance
University of California, Berkeley 1993 — 1996
Master of Architecture, Architecture
Dartmouth College 1980 — 1985
BA, Economics
NetSuite 2012 - Present
SPUR 2007 - 2014
Corporate Real Estate Consulting 2011 - 2012
Cisco Systems 2001 - 2011
Cisco Systems 1999 - 2001
Hellmuth, Obata + Kassabaum Architects 1995 - 1999
Lehman Brothers 1985 - 1990
Skills
Corporate Real Estate, San Francisco and..., Financial Analysis, Corporate Finance, Portfolio Strategy, Operations Management, Design and Construction, LEED, Real Estate Development, Land Acquisition, Land Use Planning, Entitlements, Economic Development, International..., Foreign Languages:..., Real Estate, Construction
Education
Wharton School, University of Pennsylvania 2005 — 2007
MBA, Finance
University of California, Berkeley 1993 — 1996
Master of Architecture, Architecture
Dartmouth College 1980 — 1985
BA, Economics
Alan Bick's Lehman Brothers Experience September 1983 - June 1986
Job Partner at Gibson, Dunn & Crutcher LLP
Industry Law Practice
Experience
Gibson, Dunn & Crutcher LLP January 1999 - Present
Gibson, Dunn & Crutcher LLP September 1990 - December 1998
Lehman Brothers September 1983 - June 1986
Skills
Securities Litigation, Commercial Litigation, Class Actions, Litigation, Securities Regulation, Business Litigation, Intellectual Property, Civil Litigation, Corporate Law, Legal Research, Contract Negotiation, Trade Secrets, White Collar Criminal..., Securities Offerings, Unfair Competition
Education
Stanford Law School 1987 — 1990
JD
Dartmouth College 1979 — 1983
BA, Economics and Government
Gibson, Dunn & Crutcher LLP January 1999 - Present
Gibson, Dunn & Crutcher LLP September 1990 - December 1998
Lehman Brothers September 1983 - June 1986
Skills
Securities Litigation, Commercial Litigation, Class Actions, Litigation, Securities Regulation, Business Litigation, Intellectual Property, Civil Litigation, Corporate Law, Legal Research, Contract Negotiation, Trade Secrets, White Collar Criminal..., Securities Offerings, Unfair Competition
Education
Stanford Law School 1987 — 1990
JD
Dartmouth College 1979 — 1983
BA, Economics and Government
Philip Krebs's Lehman Brothers Experience 1985 - 1996
Job President at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners 2001 - Present
Equitable Securities 1996 - 2001
Lehman Brothers 1985 - 1996
Skills
Mergers & Acquisitions, Management, Financial Modeling, Equities, Valuation, Investment Banking, Strategic Planning, Private Equity, Venture Capital, Investments, Finance, Due Diligence, Equity Research, Business Valuation, Hedge Funds, Corporate Development, Corporate Finance, Alternative Investments, Business Development, Mergers, Capital Markets, Asset Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, General
Cornell University 1975 — 1979
Bachelor of Engineering (BEng), Operations Research
Avondale Partners 2001 - Present
Equitable Securities 1996 - 2001
Lehman Brothers 1985 - 1996
Skills
Mergers & Acquisitions, Management, Financial Modeling, Equities, Valuation, Investment Banking, Strategic Planning, Private Equity, Venture Capital, Investments, Finance, Due Diligence, Equity Research, Business Valuation, Hedge Funds, Corporate Development, Corporate Finance, Alternative Investments, Business Development, Mergers, Capital Markets, Asset Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, General
Cornell University 1975 — 1979
Bachelor of Engineering (BEng), Operations Research
Retta Abraham-Mulugetta's Lehman Brothers Experience January 2007 - September 2008
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2015 - Present
Guggenheim Partners September 2013 - December 2014
Barclays Investment Bank July 2010 - August 2013
Barclays Investment Bank September 2008 - July 2010
Lehman Brothers January 2007 - September 2008
UBS Investment Bank 2006 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equities, LBO, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Cornell University 2002 — 2006
Bachelor of Science (BS), Biological Engineering / Applied Economics
RBC Capital Markets January 2015 - Present
Guggenheim Partners September 2013 - December 2014
Barclays Investment Bank July 2010 - August 2013
Barclays Investment Bank September 2008 - July 2010
Lehman Brothers January 2007 - September 2008
UBS Investment Bank 2006 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equities, LBO, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Cornell University 2002 — 2006
Bachelor of Science (BS), Biological Engineering / Applied Economics
Gregory Mayer's Lehman Brothers Experience August 1988 - July 2001
Job Portfolio Risk Manager
Industry Financial Services
Experience
Ambac September 2001 - Present
Lehman Brothers August 1988 - July 2001
Smith Barney June 1986 - July 1988
Skills
Structured Finance, Portfolio Management, Fixed Income, Securitization, Credit Risk, Credit Analysis, Capital Markets, Asset Managment, Risk Management, Credit, Financial Modeling, Derivatives, Financial Structuring, Investments, Financial Risk, Due Diligence, Investment Banking, Financial Analysis, CDO, Bonds, Finance, Equities, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Iona College 1982 — 1986
BA, Computer Science
Ambac September 2001 - Present
Lehman Brothers August 1988 - July 2001
Smith Barney June 1986 - July 1988
Skills
Structured Finance, Portfolio Management, Fixed Income, Securitization, Credit Risk, Credit Analysis, Capital Markets, Asset Managment, Risk Management, Credit, Financial Modeling, Derivatives, Financial Structuring, Investments, Financial Risk, Due Diligence, Investment Banking, Financial Analysis, CDO, Bonds, Finance, Equities, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Iona College 1982 — 1986
BA, Computer Science
Tom Kim's Lehman Brothers Experience 2006 - 2007
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs 2012 - Present
Goldman Sachs Asia 2007 - 2012
Lehman Brothers 2006 - 2007
UBS 2004 - 2006
Morgan Stanley 2000 - 2004
PwC 1998 - 2000
Price Waterhouse 1996 - 1998
Skills
Equity Research, Financial Analysis, Consultancy, Report Writing, Equities, Fundamental Research, Project Finance, Equity Valuation, Sell Side, Emerging Markets, Transportation, Shipping, Financial Modeling, Valuation
Education
Northeastern University 1995 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Cornell University 1991 — 1995
BS, Hote; Mgt
Goldman Sachs 2012 - Present
Goldman Sachs Asia 2007 - 2012
Lehman Brothers 2006 - 2007
UBS 2004 - 2006
Morgan Stanley 2000 - 2004
PwC 1998 - 2000
Price Waterhouse 1996 - 1998
Skills
Equity Research, Financial Analysis, Consultancy, Report Writing, Equities, Fundamental Research, Project Finance, Equity Valuation, Sell Side, Emerging Markets, Transportation, Shipping, Financial Modeling, Valuation
Education
Northeastern University 1995 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Cornell University 1991 — 1995
BS, Hote; Mgt
Virla Hill's Lehman Brothers Experience July 1995 - April 2002
Job Research Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2007 - December 2013
Franklin Templeton Investments January 2004 - October 2007
Jeffrey Applegate & Associates December 2002 - December 2003
Lehman Brothers July 1995 - April 2002
Skills
Data Analysis, Economics, Analysis, Microsoft Excel, Bloomberg, Investments, Equities, Research, Financial Modeling, Executive..., PowerPoint, Microsoft Word
Education
CUNY York College 1977 — 1979
Social Sciences
The Windsor School 1970 — 1974
Academics
Morgan Stanley Smith Barney November 2007 - December 2013
Franklin Templeton Investments January 2004 - October 2007
Jeffrey Applegate & Associates December 2002 - December 2003
Lehman Brothers July 1995 - April 2002
Skills
Data Analysis, Economics, Analysis, Microsoft Excel, Bloomberg, Investments, Equities, Research, Financial Modeling, Executive..., PowerPoint, Microsoft Word
Education
CUNY York College 1977 — 1979
Social Sciences
The Windsor School 1970 — 1974
Academics
Stephen Rusek's Lehman Brothers Experience June 2003 - August 2003
Job Partner at Edgeworth Economics, L.L.C.
Industry Management Consulting
Experience
Edgeworth Economics, L.L.C. August 2012 - Present
NERA Economic Consulting June 2004 - July 2012
Lehman Brothers June 2003 - August 2003
Ernst & Young June 1998 - July 2002
Skills
Economics, Finance, Financial Modeling, Valuation, Management Consulting, Mergers & Acquisitions, Econometrics, Quantitative Analytics, Strategy, Analytics, Corporate Finance, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2002 — 2004
MBA, Finance
Cornell University 1997 — 1998
Master of Engineering, Operations Research and Industrial Engineering
Cornell University 1993 — 1997
Bachelor of Arts, Mathematics
Edgeworth Economics, L.L.C. August 2012 - Present
NERA Economic Consulting June 2004 - July 2012
Lehman Brothers June 2003 - August 2003
Ernst & Young June 1998 - July 2002
Skills
Economics, Finance, Financial Modeling, Valuation, Management Consulting, Mergers & Acquisitions, Econometrics, Quantitative Analytics, Strategy, Analytics, Corporate Finance, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2002 — 2004
MBA, Finance
Cornell University 1997 — 1998
Master of Engineering, Operations Research and Industrial Engineering
Cornell University 1993 — 1997
Bachelor of Arts, Mathematics
Sal Sassano's Lehman Brothers Experience 1989 - 1998
Job Vice President Securities Lending/Repo Finance at AllianceBernstein
Industry Banking
Experience
AllianceBernstein November 2010 - Present
UBS Securities Co., Ltd 2006 - November 2010
ABN AMRO 2004 - 2005
Zurich Capital Markets 1999 - 2001
Lehman Brothers 1989 - 1998
Minerva Securities 1988 - 1989
L.F. Rothschild Inc. 1986 - 1988
E.F. Hutton & Co. 1982 - 1986
Skills
Securities Lending
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Cornell University 1978 — 1982
BS, Agricultural Economics
AllianceBernstein November 2010 - Present
UBS Securities Co., Ltd 2006 - November 2010
ABN AMRO 2004 - 2005
Zurich Capital Markets 1999 - 2001
Lehman Brothers 1989 - 1998
Minerva Securities 1988 - 1989
L.F. Rothschild Inc. 1986 - 1988
E.F. Hutton & Co. 1982 - 1986
Skills
Securities Lending
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Cornell University 1978 — 1982
BS, Agricultural Economics
Kevin Mishoe's Lehman Brothers Experience June 2006 - January 2008
Job
Industry Marketing and Advertising
Experience
Bloomingdale's July 2008 - Present
Lehman Brothers June 2006 - January 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, FileMaker, InDesign, Advertising, Intranet Portals, Oracle, Purchase Orders, Inventory Control, Supply Management, Organizational...
Education
Star Career Academy 2009 — 2010
Technical, Culinary Arts/Chef Training
CUNY New York City College of Technology 2004 — 2007
Associate's Degree, Dental Laboratory Technology/Technician
Bloomingdale's July 2008 - Present
Lehman Brothers June 2006 - January 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, FileMaker, InDesign, Advertising, Intranet Portals, Oracle, Purchase Orders, Inventory Control, Supply Management, Organizational...
Education
Star Career Academy 2009 — 2010
Technical, Culinary Arts/Chef Training
CUNY New York City College of Technology 2004 — 2007
Associate's Degree, Dental Laboratory Technology/Technician
Christina Lyndon's Lehman Brothers Experience June 2004 - January 2006
Job Director at Angelo, Gordon & Co.
Industry Investment Management
Experience
Angelo, Gordon & Co. February 2006 - Present
Lehman Brothers June 2004 - January 2006
Education
Dartmouth College 2000 — 2004
Bachelor of Arts, Spanish Literature
Greenwich High School 1996 — 2000
Angelo, Gordon & Co. February 2006 - Present
Lehman Brothers June 2004 - January 2006
Education
Dartmouth College 2000 — 2004
Bachelor of Arts, Spanish Literature
Greenwich High School 1996 — 2000
Victoria Mackay's Lehman Brothers Experience July 2007 - September 2008
Job Masters Student at Cornell University School of Hotel Administration l Operations Consulting l Analytics
Industry Hospitality
Experience
Accenture February 2014 - March 2015
Accenture September 2010 - January 2014
JCRA November 2008 - June 2010
Lehman Brothers July 2007 - September 2008
Skills
Management Consulting, Business Process Design, Business Analysis, Operating Models, Change Management, Investment Banking, Business Transformation, Capital Markets, Interest Rate..., Outsourcing, Project Management, Management, Financial Structuring, Stakeholder Management, Strategy, Risk Management, Financial Modeling
Education
Cornell University School of Hotel Administration 2015 — 2016
Master of Management in Hospitality (MMH), Hospitality Administration/Management
University of Durham 2001 — 2005
Economics
Accenture February 2014 - March 2015
Accenture September 2010 - January 2014
JCRA November 2008 - June 2010
Lehman Brothers July 2007 - September 2008
Skills
Management Consulting, Business Process Design, Business Analysis, Operating Models, Change Management, Investment Banking, Business Transformation, Capital Markets, Interest Rate..., Outsourcing, Project Management, Management, Financial Structuring, Stakeholder Management, Strategy, Risk Management, Financial Modeling
Education
Cornell University School of Hotel Administration 2015 — 2016
Master of Management in Hospitality (MMH), Hospitality Administration/Management
University of Durham 2001 — 2005
Economics
Andrew Dete's Lehman Brothers Experience June 2008 - August 2008
Job Project Finance at Goldman, Sachs & Co.
Industry Shipbuilding
Experience
Goldman Sachs July 2014 - Present
SunPower Corporation March 2012 - July 2014
SunPower Corporation July 2011 - March 2012
Barclays Capital 2009 - August 2011
Lehman Brothers June 2008 - August 2008
U.S. Department of State January 2008 - March 2008
Education
Dartmouth College 2005 — 2009
B.A., Economics
Marist School 2000 — 2005
Goldman Sachs July 2014 - Present
SunPower Corporation March 2012 - July 2014
SunPower Corporation July 2011 - March 2012
Barclays Capital 2009 - August 2011
Lehman Brothers June 2008 - August 2008
U.S. Department of State January 2008 - March 2008
Education
Dartmouth College 2005 — 2009
B.A., Economics
Marist School 2000 — 2005
David N Brown's Lehman Brothers Experience 1990 - 1996
Job MBS Portfolio Management
Industry Investment Management
Experience
Prudential Financial May 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - May 2015
BNP Paribas December 2012 - August 2014
BNP Paribas May 2008 - December 2012
Merrill Lynch February 2005 - May 2008
Sandler O'Neill 2002 - 2005
UBS Investment Bank 2000 - 2002
Paine Webber 1996 - 2000
Lehman Brothers 1990 - 1996
Skills
Trading
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance
Middlebury College 1981 — 1985
BA, Economics
Lexington H.S.
Prudential Financial May 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - May 2015
BNP Paribas December 2012 - August 2014
BNP Paribas May 2008 - December 2012
Merrill Lynch February 2005 - May 2008
Sandler O'Neill 2002 - 2005
UBS Investment Bank 2000 - 2002
Paine Webber 1996 - 2000
Lehman Brothers 1990 - 1996
Skills
Trading
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance
Middlebury College 1981 — 1985
BA, Economics
Lexington H.S.
Ainslee Withey's Lehman Brothers Experience June 2005 - September 2008
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays September 2008 - Present
Lehman Brothers June 2005 - September 2008
Education
Dartmouth College
Barclays September 2008 - Present
Lehman Brothers June 2005 - September 2008
Education
Dartmouth College
herb villacampa's Lehman Brothers Experience February 1987 - September 1999
Job Senior Business Analyst at Shadow Financial Systems
Industry Banking
Experience
Shadow Financial Systems June 2012 - December 2013
Societe Generale July 2007 - September 2011
JPMorgan Chase July 2005 - July 2007
Instinet Incorporated September 1999 - September 2002
Lehman Brothers February 1987 - September 1999
Bankers Trust February 1981 - February 1987
Skills
Derivatives, Fixed Income, Investment Banking, AML, Options, SDLC, Gap Analysis, Banking, Risk Management, Financial Risk, Release Management, Business Analysis, Sybase, Technical Analysis, Portfolio Management, Middle Office, Software Quality..., Trading Systems, Requirements Analysis, PMO
Education
Montclair State University 1978 — 1980
bachelor science, Business Adminstration
County College of Morris 1976 — 1978
Associate of Arts, Business Adminstration
Shadow Financial Systems June 2012 - December 2013
Societe Generale July 2007 - September 2011
JPMorgan Chase July 2005 - July 2007
Instinet Incorporated September 1999 - September 2002
Lehman Brothers February 1987 - September 1999
Bankers Trust February 1981 - February 1987
Skills
Derivatives, Fixed Income, Investment Banking, AML, Options, SDLC, Gap Analysis, Banking, Risk Management, Financial Risk, Release Management, Business Analysis, Sybase, Technical Analysis, Portfolio Management, Middle Office, Software Quality..., Trading Systems, Requirements Analysis, PMO
Education
Montclair State University 1978 — 1980
bachelor science, Business Adminstration
County College of Morris 1976 — 1978
Associate of Arts, Business Adminstration
Salman Iqbal's Lehman Brothers Experience December 2007 - January 2009
Job Commercial Account Manager at Allied Building Products
Industry Building Materials
Experience
Allied Building Products February 2010 - Present
Lehman Brothers December 2007 - January 2009
Skills
Business Analysis, Vendor Relations, Contract Negotiation, Customer Service, Key Account Management, Building Materials, New Business Development, Waterproofing, Logistics, Strategic Planning, Budgets, Contractors, Materials, Operations Management, Pricing, Process Scheduler, Purchasing, Roofers, Sales Management, Sales Operations
Education
CUNY New York City College of Technology 2005 — 2009
Bachelor of Engineering (BEng), Computer Engineering
Allied Building Products February 2010 - Present
Lehman Brothers December 2007 - January 2009
Skills
Business Analysis, Vendor Relations, Contract Negotiation, Customer Service, Key Account Management, Building Materials, New Business Development, Waterproofing, Logistics, Strategic Planning, Budgets, Contractors, Materials, Operations Management, Pricing, Process Scheduler, Purchasing, Roofers, Sales Management, Sales Operations
Education
CUNY New York City College of Technology 2005 — 2009
Bachelor of Engineering (BEng), Computer Engineering
Andrew Davilman's Lehman Brothers Experience 1988 - 1993
Job Principal at Nyala Advisors
Industry Financial Services
Experience
Nyala Advisors June 2010 - Present
Ovid Capital 2013 - 2013
Goldman Sachs 2007 - 2010
Goldman Sachs 1994 - 2007
Lehman Brothers 1988 - 1993
Skills
MBS, Hedge Funds, Structured Products, Fixed Income, Alternative Investments, Derivatives, Structured Finance, Securities, Bloomberg, Trading
Education
Stanford University 1987 — 1989
Master of Business Administration (MBA)
Dartmouth College 1979 — 1983
AB, Religion/Religious Studies
Nyala Advisors June 2010 - Present
Ovid Capital 2013 - 2013
Goldman Sachs 2007 - 2010
Goldman Sachs 1994 - 2007
Lehman Brothers 1988 - 1993
Skills
MBS, Hedge Funds, Structured Products, Fixed Income, Alternative Investments, Derivatives, Structured Finance, Securities, Bloomberg, Trading
Education
Stanford University 1987 — 1989
Master of Business Administration (MBA)
Dartmouth College 1979 — 1983
AB, Religion/Religious Studies
Carl Feliciano's Lehman Brothers Experience 1996 - 1997
Job MBS Operations Specialist
Industry Financial Services
Experience
Ridge Clearing 2005 - 2012
JP Morgan Chase Mortgage Company 2004 - 2005
Instinet Incorporated 2000 - 2003
Western Asset Management 1999 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1996 - 1997
UBS 1993 - 1996
Mabon Securities Corp. 1992 - 1993
Bear Stearns 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Settlement, Middle Office
Education
CUNY New York City College of Technology
Marketing/Sales Management
Ridge Clearing 2005 - 2012
JP Morgan Chase Mortgage Company 2004 - 2005
Instinet Incorporated 2000 - 2003
Western Asset Management 1999 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1996 - 1997
UBS 1993 - 1996
Mabon Securities Corp. 1992 - 1993
Bear Stearns 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Skills
Settlement, Middle Office
Education
CUNY New York City College of Technology
Marketing/Sales Management
Steven Winn's Lehman Brothers Experience 1999 - 2004
Job President at Winn & Associates
Industry Oil & Energy
Experience
Winn & Assocates EVPNRG Energy2004 - 2011
Lehman Brothers 1999 - 2004
Salomon Brothers 1995 - 1999
GE 1989 - 1993
Skills
Energy, Renewable Energy, Project Finance, Commodity Markets, Strategic Planning, Natural Gas, Contract Management, Power Generation, Cleantech, Alternative Energy, Wind, Energy Policy, Energy Industry, Solar Energy, Energy Management, Power Plants, Sustainable Energy
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
University of California, Berkeley 1983 — 1989
The Australian National University 1987 — 1987
Winn & Assocates EVPNRG Energy2004 - 2011
Lehman Brothers 1999 - 2004
Salomon Brothers 1995 - 1999
GE 1989 - 1993
Skills
Energy, Renewable Energy, Project Finance, Commodity Markets, Strategic Planning, Natural Gas, Contract Management, Power Generation, Cleantech, Alternative Energy, Wind, Energy Policy, Energy Industry, Solar Energy, Energy Management, Power Plants, Sustainable Energy
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
University of California, Berkeley 1983 — 1989
The Australian National University 1987 — 1987
HERB KUNINS's Lehman Brothers Experience January 1997 - November 2000
Job SALES MANAGER at MIDWAY AUTOMOTIVE
Industry Automotive
Experience
CANTON WHOLESALE LLC July 2015 - Present
MIDWAY AUTOMOTIVE July 2010 - Present
CLAY NISSAN OF NORWOOD August 2003 - June 2010
CANTON WHOLESALE June 2001 - July 2004
Lehman Brothers January 1997 - November 2000
VOLLERS YACHT SALES January 1992 - September 1996
Skills
SALES MANAGEMENT AND..., EXPERT CLOSER, Computer Proficiency, Training, Time Management, Goal Oriented, People Skills, Retail Sales, Team-oriented
Education
Curry College 1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General
KNOX SCHOOL 1980 — 1984
GRADUATED GENERAL STUDIES
CANTON WHOLESALE LLC July 2015 - Present
MIDWAY AUTOMOTIVE July 2010 - Present
CLAY NISSAN OF NORWOOD August 2003 - June 2010
CANTON WHOLESALE June 2001 - July 2004
Lehman Brothers January 1997 - November 2000
VOLLERS YACHT SALES January 1992 - September 1996
Skills
SALES MANAGEMENT AND..., EXPERT CLOSER, Computer Proficiency, Training, Time Management, Goal Oriented, People Skills, Retail Sales, Team-oriented
Education
Curry College 1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General
KNOX SCHOOL 1980 — 1984
GRADUATED GENERAL STUDIES
David Ruffins's Lehman Brothers Experience May 2008 - September 2008
Job Service Engineer for Morpho Detection
Industry Retail
Experience
Morpho Detection, Inc. August 2013 - Present
PC Richard & Son November 2008 - August 2013
Lehman Brothers May 2008 - September 2008
Walt Disney World May 2006 - September 2006
Skills
Written & Verbal..., Leadership, Microsoft Office, Customer Service, Retail, Sales, Technical Support, Inventory Management, Customer Satisfaction, Merchandising, Team Leadership, Troubleshooting
Education
CUNY New York City College of Technology 2005 — 2009
Bachelor's degree, Computer Engineering Technology/Technician
NYIT 2003 — 2004
Computer Science
Morpho Detection, Inc. August 2013 - Present
PC Richard & Son November 2008 - August 2013
Lehman Brothers May 2008 - September 2008
Walt Disney World May 2006 - September 2006
Skills
Written & Verbal..., Leadership, Microsoft Office, Customer Service, Retail, Sales, Technical Support, Inventory Management, Customer Satisfaction, Merchandising, Team Leadership, Troubleshooting
Education
CUNY New York City College of Technology 2005 — 2009
Bachelor's degree, Computer Engineering Technology/Technician
NYIT 2003 — 2004
Computer Science
Kiran Prasad, CFA's Lehman Brothers Experience 2006 - 2009
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2010 - Present
Sagent Advisors 2009 - 2010
Lehman Brothers 2006 - 2009
Appraisal Economics Inc. 2001 - 2004
PwC 1999 - 2001
Skills
Investment Banking, Valuation, LBO, Financial Modeling, Mergers & Acquisitions, Leveraged Finance, Corporate Finance, Due Diligence, Capital Markets, Restructuring
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (MBA)
Lehigh University 1994 — 1998
BS, Finance
Jefferies & Company 2010 - Present
Sagent Advisors 2009 - 2010
Lehman Brothers 2006 - 2009
Appraisal Economics Inc. 2001 - 2004
PwC 1999 - 2001
Skills
Investment Banking, Valuation, LBO, Financial Modeling, Mergers & Acquisitions, Leveraged Finance, Corporate Finance, Due Diligence, Capital Markets, Restructuring
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (MBA)
Lehigh University 1994 — 1998
BS, Finance
Jun Qiang Li's Lehman Brothers Experience January 2008 - June 2008
Job Information Security Administrator at Continuum Health Partners
Industry Hospital & Health Care
Experience
Mount Sinai Health System August 2009 - Present
Continuum Health Partners September 2009 - Present
CTI TEKSource January 2009 - August 2009
Federal Reserve Bank of New York June 2008 - August 2008
Lehman Brothers January 2008 - June 2008
Skills
Active Directory, VPN, Servers, Microsoft Exchange, Firewalls, Cisco Technologies, Security, Troubleshooting, Technical Support, Routers, Networking, Software Installation, Software Documentation, Cluster, Information Security, Laptops, Databases, McAfee, Storage, Symantec Endpoint...
Education
CUNY New York City College of Technology 2005 — 2007
Bachelor of Science (BS), IT SECURITY, WEB DESIGN, NETWORKING
Mount Sinai Health System August 2009 - Present
Continuum Health Partners September 2009 - Present
CTI TEKSource January 2009 - August 2009
Federal Reserve Bank of New York June 2008 - August 2008
Lehman Brothers January 2008 - June 2008
Skills
Active Directory, VPN, Servers, Microsoft Exchange, Firewalls, Cisco Technologies, Security, Troubleshooting, Technical Support, Routers, Networking, Software Installation, Software Documentation, Cluster, Information Security, Laptops, Databases, McAfee, Storage, Symantec Endpoint...
Education
CUNY New York City College of Technology 2005 — 2007
Bachelor of Science (BS), IT SECURITY, WEB DESIGN, NETWORKING
Mary Ellen Horcher's Lehman Brothers Experience 1986 - 1989
Job H.O.M.E.:)
Industry Capital Markets
Experience
Self-employed Director, Credit Fixed Income SalesUBS1994 - 1999
J.P. Morgan 1991 - 1994
Lehman Brothers 1986 - 1989
Morgan Stanley 1984 - 1986
Skills
Institutional Sales, Fixed Income, Sales, Public Speaking, Financial Services, Customer Service, Teaching, Capital Markets, Management, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
Master of Business Administration (MBA), Finance, General
Skidmore College 1979 — 1983
Bachelor of Arts (B.A.), English Language and Literature, General
Self-employed Director, Credit Fixed Income SalesUBS1994 - 1999
J.P. Morgan 1991 - 1994
Lehman Brothers 1986 - 1989
Morgan Stanley 1984 - 1986
Skills
Institutional Sales, Fixed Income, Sales, Public Speaking, Financial Services, Customer Service, Teaching, Capital Markets, Management, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
Master of Business Administration (MBA), Finance, General
Skidmore College 1979 — 1983
Bachelor of Arts (B.A.), English Language and Literature, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS