Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Steve Sahara MBA, CPA Steve Sahara MBA, CPA's Lehman Brothers Experience August 1998 - March 2000
Job Global Financial Advisory Services at SRR
Industry Financial Services
Experience
Stout Risius Ross 2014 - Present
Crédit Agricole CIB January 2006 - January 2013
ABN AMRO Bank June 2004 - December 2005
Empower Telecom Software April 2000 - May 2004
Lehman Brothers August 1998 - March 2000
Morgan Stanley September 1993 - July 1998
Merrill Lynch September 1991 - September 1993
Nuveen Investments 1991 - 1991
Pfingsten Partners 1990 - 1990
Price Waterhouse 1985 - 1990
Education
University of Chicago Graduate School of Business 1990 — 1991
MBA
DePaul University Chicago 1980 — 1985
MACC and BSC
Stout Risius Ross 2014 - Present
Crédit Agricole CIB January 2006 - January 2013
ABN AMRO Bank June 2004 - December 2005
Empower Telecom Software April 2000 - May 2004
Lehman Brothers August 1998 - March 2000
Morgan Stanley September 1993 - July 1998
Merrill Lynch September 1991 - September 1993
Nuveen Investments 1991 - 1991
Pfingsten Partners 1990 - 1990
Price Waterhouse 1985 - 1990
Education
University of Chicago Graduate School of Business 1990 — 1991
MBA
DePaul University Chicago 1980 — 1985
MACC and BSC
Allison Gallo Allison Gallo's Lehman Brothers Experience March 1985 - May 1997
Job Medical Practice Professional
Industry Medical Practice
Experience
Family Health & Wellness 2006 - Present
Northern Trust Corporation October 1997 - January 2001
Lehman Brothers March 1985 - May 1997
Skills
Accounts Receivable, Accounts Payable, Invoicing, Outlook, QuickBooks, Microsoft Excel, Payroll, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
DePaul University 1987 — 1994
Bachelor of Science (BS), Finance, General
Family Health & Wellness 2006 - Present
Northern Trust Corporation October 1997 - January 2001
Lehman Brothers March 1985 - May 1997
Skills
Accounts Receivable, Accounts Payable, Invoicing, Outlook, QuickBooks, Microsoft Excel, Payroll, Microsoft Word, PowerPoint, Microsoft Office, Customer Service
Education
DePaul University 1987 — 1994
Bachelor of Science (BS), Finance, General
David P. Stenger, CFA David P. Stenger, CFA's Lehman Brothers Experience July 2001 - October 2002
Job VP Investor Services, Sentinel Real Estate Corp.
Industry Financial Services
Experience
Sentinel Real Estate Corporation October 2002 - Present
Lehman Brothers July 2001 - October 2002
Skills
Real Estate, Financial Modeling, Valuation, Asset Managment
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance, Real Estate
University of Michigan 1993 — 1996
MSc, Economic Geology
Denison University 1989 — 1993
BA, Geology
Sentinel Real Estate Corporation October 2002 - Present
Lehman Brothers July 2001 - October 2002
Skills
Real Estate, Financial Modeling, Valuation, Asset Managment
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance, Real Estate
University of Michigan 1993 — 1996
MSc, Economic Geology
Denison University 1989 — 1993
BA, Geology
Charles DeLacey Charles DeLacey's Lehman Brothers Experience August 2006 - November 2008
Job VP Corporate Development at Kenan Advantage Group
Industry Transportation/Trucking/Railroad
Experience
Kenan Advantage Group May 2011 - Present
Greenhill & Co. November 2008 - May 2011
Lehman Brothers August 2006 - November 2008
Skills
Strategic Planning, Strategy, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Finance, Strategic Financial..., Logistics, Transportation, Trucking, Financial Modeling, Financial Accounting, Contract Negotiation, Negotiation, New Business Development, Business Development, Business Analysis, Business Planning, Capital Markets, Private Equity, Deal Sourcing, Deal Execution, Corporate Development
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Denison University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Kenan Advantage Group May 2011 - Present
Greenhill & Co. November 2008 - May 2011
Lehman Brothers August 2006 - November 2008
Skills
Strategic Planning, Strategy, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Finance, Strategic Financial..., Logistics, Transportation, Trucking, Financial Modeling, Financial Accounting, Contract Negotiation, Negotiation, New Business Development, Business Development, Business Analysis, Business Planning, Capital Markets, Private Equity, Deal Sourcing, Deal Execution, Corporate Development
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Denison University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Keith Sobbe Keith Sobbe's Lehman Brothers Experience July 1988 - September 2008
Job Financial Services Professional, Derivatives Execution Specialist
Industry Financial Services
Experience
NYLIFE Securities LLC February 2014 - April 2015
New York Life Insurance Company November 2013 - April 2015
Self Employed March 2012 - October 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers July 1988 - September 2008
Bear Stearns August 1983 - July 1988
Skills
Financial Services, Risk Management, Retirement, Securities, Life Insurance, Investments, Derivatives, Options, Capital Markets, Alternative Investments, Bonds, Equities, Protection..., Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., Permanent Life Insurance, Supplements to Employee..., Customer Satisfaction, Life Insurance..., Grandchild Gifting, IRA Rollovers, Business Succession..., Key Person Insurance, Buy-sell Agreements, Lead Generation, Customer Service, Account Management, Business Development, Inventory Management, B2B, Financial Futures, Futures Trading, Portfolio Management, Fixed Income, Financial Markets, Financial Risk
Education
DePaul University 1995 — 2001
B.S, Finance
NYLIFE Securities LLC February 2014 - April 2015
New York Life Insurance Company November 2013 - April 2015
Self Employed March 2012 - October 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers July 1988 - September 2008
Bear Stearns August 1983 - July 1988
Skills
Financial Services, Risk Management, Retirement, Securities, Life Insurance, Investments, Derivatives, Options, Capital Markets, Alternative Investments, Bonds, Equities, Protection..., Annuity Sales, Asset Protection, Business Insurance..., Licensed Life Insurance..., Permanent Life Insurance, Supplements to Employee..., Customer Satisfaction, Life Insurance..., Grandchild Gifting, IRA Rollovers, Business Succession..., Key Person Insurance, Buy-sell Agreements, Lead Generation, Customer Service, Account Management, Business Development, Inventory Management, B2B, Financial Futures, Futures Trading, Portfolio Management, Fixed Income, Financial Markets, Financial Risk
Education
DePaul University 1995 — 2001
B.S, Finance
Mark Faulkenberg Mark Faulkenberg's Lehman Brothers Experience August 2006 - September 2009
Job Managing Director at Conifer Financial Services
Industry Investment Management
Experience
Conifer Financial Services March 2014 - Present
Imprint Capital Advisors July 2012 - April 2014
Velorum Consulting Group October 2011 - September 2012
AlphaMetrix May 2011 - October 2011
International Asset Management September 2009 - May 2011
Neuberger Berman August 2006 - September 2009
Lehman Brothers August 2006 - September 2009
Prisma Capital Partners June 2002 - August 2006
AEGON June 2002 - August 2006
Ramsey Financial September 1993 - June 2002
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Capital Markets, Fund Accounting, Operational Due..., Operational Risk..., Executive Management, Risk Management, Investments, Compliance Management, Derivatives, Back Office, Fixed Income, Equities, Asset Managment, Family Office, Private Equity, Structured Products, Investment Management, Mutual Funds, Investor Relations, Bloomberg, Portfolio Management, Financial Services, Commodity, Asset Allocation, Emerging Markets, Financial Markets, Investment Banking, Securities, Due Diligence, FX Options, Options, Investment Strategies, Finance, Hedging, ETFs, Prime Brokerage, Valuation, Venture Capital, Equity Derivatives, Financial Modeling, Bonds, Trading, Asset Management
Education
Indiana University - Kelley School of Business 1979 — 1982
BS, Finance
Defense Language Institute 1988 — 1989
Russian Studies
Tell City High School 1974 — 1978
Conifer Financial Services March 2014 - Present
Imprint Capital Advisors July 2012 - April 2014
Velorum Consulting Group October 2011 - September 2012
AlphaMetrix May 2011 - October 2011
International Asset Management September 2009 - May 2011
Neuberger Berman August 2006 - September 2009
Lehman Brothers August 2006 - September 2009
Prisma Capital Partners June 2002 - August 2006
AEGON June 2002 - August 2006
Ramsey Financial September 1993 - June 2002
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Capital Markets, Fund Accounting, Operational Due..., Operational Risk..., Executive Management, Risk Management, Investments, Compliance Management, Derivatives, Back Office, Fixed Income, Equities, Asset Managment, Family Office, Private Equity, Structured Products, Investment Management, Mutual Funds, Investor Relations, Bloomberg, Portfolio Management, Financial Services, Commodity, Asset Allocation, Emerging Markets, Financial Markets, Investment Banking, Securities, Due Diligence, FX Options, Options, Investment Strategies, Finance, Hedging, ETFs, Prime Brokerage, Valuation, Venture Capital, Equity Derivatives, Financial Modeling, Bonds, Trading, Asset Management
Education
Indiana University - Kelley School of Business 1979 — 1982
BS, Finance
Defense Language Institute 1988 — 1989
Russian Studies
Tell City High School 1974 — 1978
Nicole Arnold Nicole Arnold's Lehman Brothers Experience September 2004 - September 2008
Job Principal and Head of Client Relations at Hudson Gate Partners
Industry Investment Management
Experience
Hudson Gate Partners January 2013 - Present
Barclays Wealth 2008 - July 2009
Lehman Brothers September 2004 - September 2008
Lehman Brothers August 2003 - September 2004
Education
Harvard Business School 2001 — 2003
MBA
Dartmouth College
Bachelor of Arts (BA), Government Major, Russian Minor
Hudson Gate Partners January 2013 - Present
Barclays Wealth 2008 - July 2009
Lehman Brothers September 2004 - September 2008
Lehman Brothers August 2003 - September 2004
Education
Harvard Business School 2001 — 2003
MBA
Dartmouth College
Bachelor of Arts (BA), Government Major, Russian Minor
Shea Brittain's Lehman Brothers Experience October 2007 - October 2008
Job Executive Assistant to Eric Poirier, CEO at Addepar
Industry Financial Services
Experience
Addepar October 2013 - Present
FrankenFactory May 2010 - Present
Histologics LLC March 2012 - October 2013
Perella Weinberg Partners November 2008 - May 2010
Lehman Brothers October 2007 - October 2008
Gensler March 2007 - July 2007
Theravance November 2006 - January 2007
Santa Cruz Biotechnology August 2005 - August 2006
Coffee Society 1999 - 2003
Skills
Creative Direction, Brand Developement, Project Management, Customer Service, National Account..., Company/Office..., Organization, Research, Strategic Planning, Photoshop, Dreamweaver, Adobe Premiere, HRIS Database Management, Google Suite, QuickBooks, Microsoft Office Suite, Outlook, Inventory Management, InDesign, Team Management, Social Media, Graphic Design, Microsoft Office, Blogging, PowerPoint, Marketing Communications, Access, Brand Development, Account Management, Online Advertising, Premiere, Social Networking, Social Media Marketing, Management
Education
University of California, Santa Cruz 2003 — 2005
BA, Economics
De Anza College 2000 — 2003
Transfer Student
Monta Vista High School 1998 — 2002
Addepar October 2013 - Present
FrankenFactory May 2010 - Present
Histologics LLC March 2012 - October 2013
Perella Weinberg Partners November 2008 - May 2010
Lehman Brothers October 2007 - October 2008
Gensler March 2007 - July 2007
Theravance November 2006 - January 2007
Santa Cruz Biotechnology August 2005 - August 2006
Coffee Society 1999 - 2003
Skills
Creative Direction, Brand Developement, Project Management, Customer Service, National Account..., Company/Office..., Organization, Research, Strategic Planning, Photoshop, Dreamweaver, Adobe Premiere, HRIS Database Management, Google Suite, QuickBooks, Microsoft Office Suite, Outlook, Inventory Management, InDesign, Team Management, Social Media, Graphic Design, Microsoft Office, Blogging, PowerPoint, Marketing Communications, Access, Brand Development, Account Management, Online Advertising, Premiere, Social Networking, Social Media Marketing, Management
Education
University of California, Santa Cruz 2003 — 2005
BA, Economics
De Anza College 2000 — 2003
Transfer Student
Monta Vista High School 1998 — 2002
Lauren Burrows Lauren Burrows's Lehman Brothers Experience 2006 - 2008
Job Vice President at WindSail Capital Group LLC
Industry Venture Capital & Private Equity
Experience
WindSail Capital Group LLC August 2014 - Present
GE Capital - GE Energy Financial Services July 2013 - July 2014
GE Capital - GE Energy Financial Services June 2012 - August 2012
Massachusetts Clean Energy Center 2009 - 2011
Wind Point Partners 2008 - 2009
Lehman Brothers 2006 - 2008
Skills
Venture Capital, Financial Modeling, Due Diligence, Cleantech, Private Equity, Start-ups, Renewable Energy, Financial Analysis, Strategic Planning, Investments, Portfolio Management, Economics, Sustainable Energy, Investment Banking, Energy, Mergers & Acquisitions, Energy Efficiency, New Business Development
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
MIT Sloan School of Management 2012 — 2012
Dartmouth College
A.B.
University of Oxford
Marian Catholic High School
WindSail Capital Group LLC August 2014 - Present
GE Capital - GE Energy Financial Services July 2013 - July 2014
GE Capital - GE Energy Financial Services June 2012 - August 2012
Massachusetts Clean Energy Center 2009 - 2011
Wind Point Partners 2008 - 2009
Lehman Brothers 2006 - 2008
Skills
Venture Capital, Financial Modeling, Due Diligence, Cleantech, Private Equity, Start-ups, Renewable Energy, Financial Analysis, Strategic Planning, Investments, Portfolio Management, Economics, Sustainable Energy, Investment Banking, Energy, Mergers & Acquisitions, Energy Efficiency, New Business Development
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
MIT Sloan School of Management 2012 — 2012
Dartmouth College
A.B.
University of Oxford
Marian Catholic High School
Siddhartha Banerjee Siddhartha Banerjee's Lehman Brothers Experience 2006 - 2006
Job Assistant Professor at Department of ORIE, Cornell University
Industry Research
Experience
Cornell University July 2015 - Present
Dept of MS&E, Stanford University September 2013 - June 2015
Lyft July 2014 - November 2014
Technicolor June 2011 - September 2011
Bell Laboratories June 2009 - September 2009
Lehman Brothers 2006 - 2006
Education
The University of Texas at Austin 2007 — 2013
Doctor of Philosophy (Ph.D.), Electrical and Computer Engineering
Indian Institute of Technology, Madras 2003 — 2007
Bachelor of Technology (BTech), Electrical Engineering
Delhi Public School - R. K. Puram
Cornell University July 2015 - Present
Dept of MS&E, Stanford University September 2013 - June 2015
Lyft July 2014 - November 2014
Technicolor June 2011 - September 2011
Bell Laboratories June 2009 - September 2009
Lehman Brothers 2006 - 2006
Education
The University of Texas at Austin 2007 — 2013
Doctor of Philosophy (Ph.D.), Electrical and Computer Engineering
Indian Institute of Technology, Madras 2003 — 2007
Bachelor of Technology (BTech), Electrical Engineering
Delhi Public School - R. K. Puram
Arlette Chavez's Lehman Brothers Experience 1998 - 2001
Job Recruiting Partner at Wellspring Solutions
Industry Financial Services
Experience
Wellspring Solutions, LLC August 2012 - Present
Bain & Company September 2004 - May 2011
Lehman Brothers 1998 - 2001
Skills
Human Resources, Strategic Planning, Strategy, Management Consulting, Talent Management, Organizational..., Performance Management, Business Development, Project Management
Education
Denison University
Bachelor's Degree, History
Wellspring Solutions, LLC August 2012 - Present
Bain & Company September 2004 - May 2011
Lehman Brothers 1998 - 2001
Skills
Human Resources, Strategic Planning, Strategy, Management Consulting, Talent Management, Organizational..., Performance Management, Business Development, Project Management
Education
Denison University
Bachelor's Degree, History
James Bleuer James Bleuer's Lehman Brothers Experience July 2008 - September 2008
Job Freight / Renewables at Bridgewell Resources LLC
Industry Paper & Forest Products
Experience
Bridgewell Resources LLC January 2015 - Present
Marex Spectron June 2011 - December 2014
F/V Way To Go II September 2010 - February 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers January 2007 - March 2007
Education
Dartmouth College 2004 — 2008
BA, Economics/Engineering
Bridgewell Resources LLC January 2015 - Present
Marex Spectron June 2011 - December 2014
F/V Way To Go II September 2010 - February 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers January 2007 - March 2007
Education
Dartmouth College 2004 — 2008
BA, Economics/Engineering
Dayo Atanda Dayo Atanda's Lehman Brothers Experience June 2007 - August 2008
Job Sr. Financial Analyst at Tyson Foods
Industry Financial Services
Experience
Tyson Foods March 2015 - Present
Dyson November 2013 - Present
Reyes Holdings October 2011 - July 2012
Affirmative Insurance September 2009 - October 2010
Lehman Brothers June 2007 - August 2008
Chicago Mercantile Exchange September 2006 - June 2007
Skills
Financial Reporting, Financial Analysis, Spreadsheets, Budgeting, Financial Modeling, Management, Budgets, Accounting, Data Analysis, Variance Analysis, Finance, Internal Audit, Forecasting, Financial Statements, Project Planning, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master's degree, Accounting
DePaul University
Bachelor Of Science, Finance
Tyson Foods March 2015 - Present
Dyson November 2013 - Present
Reyes Holdings October 2011 - July 2012
Affirmative Insurance September 2009 - October 2010
Lehman Brothers June 2007 - August 2008
Chicago Mercantile Exchange September 2006 - June 2007
Skills
Financial Reporting, Financial Analysis, Spreadsheets, Budgeting, Financial Modeling, Management, Budgets, Accounting, Data Analysis, Variance Analysis, Finance, Internal Audit, Forecasting, Financial Statements, Project Planning, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master's degree, Accounting
DePaul University
Bachelor Of Science, Finance
Adri Zgirdea's Lehman Brothers Experience 2007 - 2009
Job Men's Wardrobe Stylist/ Sales Manager Tabor
Industry Retail
Experience
Tabor May 2015 - Present
Trunk Club May 2013 - May 2015
Mercedes Benz HPE 2009 - 2010
Lehman Brothers 2007 - 2009
Skills
Retail Buying, Sales, Personal Style, Event Management, Garment Fitting, Garment Costing, Social Media, Style Consulting, Customer Service, Fashion, Chicago Style, Access, Merchandising, Styling, Time Management, Social Networking, Event Planning, Facebook, Marketing, Advertising
Education
DePaul University 2004 — 2008
Finance
Tabor May 2015 - Present
Trunk Club May 2013 - May 2015
Mercedes Benz HPE 2009 - 2010
Lehman Brothers 2007 - 2009
Skills
Retail Buying, Sales, Personal Style, Event Management, Garment Fitting, Garment Costing, Social Media, Style Consulting, Customer Service, Fashion, Chicago Style, Access, Merchandising, Styling, Time Management, Social Networking, Event Planning, Facebook, Marketing, Advertising
Education
DePaul University 2004 — 2008
Finance
Greg Molenkamp Greg Molenkamp's Lehman Brothers Experience 2004 - 2006
Job Principal at Phoenician Resources
Industry Investment Management
Experience
Phoenician Resources 2013 - Present
Ziff Brothers Investments 2008 - 2013
Riverstone Holdings 2006 - 2008
Lehman Brothers 2004 - 2006
Skills
Investment Banking, Private Equity, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Asset Management, Fixed Income, Due Diligence, Bloomberg, Equities, Alternative Investments, Emerging Markets, LBO, Equity Research
Education
Davidson College 2000 — 2004
Bachelor of Arts (BA), Economics
Phoenician Resources 2013 - Present
Ziff Brothers Investments 2008 - 2013
Riverstone Holdings 2006 - 2008
Lehman Brothers 2004 - 2006
Skills
Investment Banking, Private Equity, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Asset Management, Fixed Income, Due Diligence, Bloomberg, Equities, Alternative Investments, Emerging Markets, LBO, Equity Research
Education
Davidson College 2000 — 2004
Bachelor of Arts (BA), Economics
Vincent Benjamin Vincent Benjamin's Lehman Brothers Experience June 2008 - August 2008
Job Enterprise Relationship Manager helping companies drive sales pipeline growth at scale with LinkedIn Sales Navigator
Industry Investment Management
Experience
LinkedIn January 2015 - Present
Bernstein Investment Research and Management November 2010 - January 2015
Barclays Capital June 2009 - November 2010
Lehman Brothers June 2008 - August 2008
Wachovia Securities June 2004 - May 2007
The Emerging Professionals Group March 2005 - 2005
EVB Enterprises 1998 - 2003
Skills
Social Media, SaaS, Enterprise Software, Salesforce.com, Big Data, Capital Markets, Entrepreneurship, Strategy, Equities, Business Development, Hedge Funds, Strategic Planning, Valuation, Leadership, Business Strategy, Financial Markets, Thought Leadership, Data Analysis, Negotiation, Relationship Management, Growth Strategies, Competitive Analysis, Analytics, Equity Valuation, Mergers & Acquisitions, Investment Advisory, CRM, Account Management, Competitive..., Consultative Selling, Sales Intelligence, Sales Process, Sales Operations, Management
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Davidson College 2000 — 2004
Bachelor's Degree, English
St. Andrew's Sewanee School 1996 — 2000
High School
LinkedIn January 2015 - Present
Bernstein Investment Research and Management November 2010 - January 2015
Barclays Capital June 2009 - November 2010
Lehman Brothers June 2008 - August 2008
Wachovia Securities June 2004 - May 2007
The Emerging Professionals Group March 2005 - 2005
EVB Enterprises 1998 - 2003
Skills
Social Media, SaaS, Enterprise Software, Salesforce.com, Big Data, Capital Markets, Entrepreneurship, Strategy, Equities, Business Development, Hedge Funds, Strategic Planning, Valuation, Leadership, Business Strategy, Financial Markets, Thought Leadership, Data Analysis, Negotiation, Relationship Management, Growth Strategies, Competitive Analysis, Analytics, Equity Valuation, Mergers & Acquisitions, Investment Advisory, CRM, Account Management, Competitive..., Consultative Selling, Sales Intelligence, Sales Process, Sales Operations, Management
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Davidson College 2000 — 2004
Bachelor's Degree, English
St. Andrew's Sewanee School 1996 — 2000
High School
Frank Reynolds's Lehman Brothers Experience August 2006 - September 2008
Job Executive Director at Nomura Securities
Industry Investment Banking
Experience
Nomura May 2012 - Present
Nomura Securities September 2008 - May 2014
Lehman Brothers August 2006 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Investment Banking, Corporate Finance, Analysis, Equities
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
St. Andrew's School - Middletown, DE 1994 — 1998
Nomura May 2012 - Present
Nomura Securities September 2008 - May 2014
Lehman Brothers August 2006 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Investment Banking, Corporate Finance, Analysis, Equities
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
St. Andrew's School - Middletown, DE 1994 — 1998
Anish Shah's Lehman Brothers Experience October 2006 - July 2008
Job Head of Customer Engagement at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation July 2014 - August 2015
Booz & Company June 2010 - July 2014
PepsiCo June 2009 - August 2009
Lehman Brothers October 2006 - July 2008
Ameriquest Mortgage Co. March 2005 - October 2006
Aiesec in Delhi University August 2000 - March 2003
Skills
Financial Modeling, Corporate Finance, Management Consulting, Strategy, Valuation, Financial Services, Corporate Development, Emerging Markets, Mergers & Acquisitions, Acquisition Integration, Due Diligence, Private Equity, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy, Finance
University of California, Los Angeles 2003 — 2005
M.S., Mechanical Engineering
Delhi University 1999 — 2003
B.S., Engineering
St. Columba's School 1987 — 1999
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation July 2014 - August 2015
Booz & Company June 2010 - July 2014
PepsiCo June 2009 - August 2009
Lehman Brothers October 2006 - July 2008
Ameriquest Mortgage Co. March 2005 - October 2006
Aiesec in Delhi University August 2000 - March 2003
Skills
Financial Modeling, Corporate Finance, Management Consulting, Strategy, Valuation, Financial Services, Corporate Development, Emerging Markets, Mergers & Acquisitions, Acquisition Integration, Due Diligence, Private Equity, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy, Finance
University of California, Los Angeles 2003 — 2005
M.S., Mechanical Engineering
Delhi University 1999 — 2003
B.S., Engineering
St. Columba's School 1987 — 1999
Stephen Carlin's Lehman Brothers Experience 2008 - 2008
Job Director, Investment Banking, Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers 2008 - 2008
Lehman Brothers 2004 - 2008
Morgan Stanley 2002 - 2004
Skills
Investment Banking, Equities, Series 7, Capital Markets, Valuation, High Yield, Financial Modeling, Fixed Income, Series 63, Alternative Investments, LBO, Private Equity, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Denison University 1996 — 2000
Bachelor of Arts (BA), Economics
Barclays September 2008 - Present
Lehman Brothers 2008 - 2008
Lehman Brothers 2004 - 2008
Morgan Stanley 2002 - 2004
Skills
Investment Banking, Equities, Series 7, Capital Markets, Valuation, High Yield, Financial Modeling, Fixed Income, Series 63, Alternative Investments, LBO, Private Equity, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Denison University 1996 — 2000
Bachelor of Arts (BA), Economics
Stu Sanderson's Lehman Brothers Experience December 2005 - September 2008
Job Director of Global Technology Sales at InterDealer Information Technologies, LLC
Industry Financial Services
Experience
InterDealer Information Technologies, LLC January 2012 - Present
Bonds.com, Inc. February 2010 - December 2011
Barclays Capital September 2008 - July 2009
Lehman Brothers December 2005 - September 2008
Townsend Analytics July 2002 - December 2005
US OTC Markets LLC 2001 - 2002
Reuters 1991 - 2000
Skills
Equities, Electronic Trading, Fixed Income, Trading Systems, Derivatives
Education
University of Oxford
Graduate Degree, Philosophy, Politics, Economics
Denison University
Bachelor of Arts (BA), Economics
InterDealer Information Technologies, LLC January 2012 - Present
Bonds.com, Inc. February 2010 - December 2011
Barclays Capital September 2008 - July 2009
Lehman Brothers December 2005 - September 2008
Townsend Analytics July 2002 - December 2005
US OTC Markets LLC 2001 - 2002
Reuters 1991 - 2000
Skills
Equities, Electronic Trading, Fixed Income, Trading Systems, Derivatives
Education
University of Oxford
Graduate Degree, Philosophy, Politics, Economics
Denison University
Bachelor of Arts (BA), Economics
David Brower David Brower's Lehman Brothers Experience 2005 - 2009
Job Associate Director Business Development at Blueprint Medicines
Industry Biotechnology
Experience
Blueprint Medicines 2014 - Present
Pfizer 2014 - 2014
Pfizer 2012 - 2014
Semprus BioSciences 2011 - 2012
Lehman Brothers 2005 - 2009
Weill Cornell Medical College 2000 - 2002
Skills
Biotechnology, Mergers & Acquisitions, Corporate Development, Valuation, Medical Devices, Business Development, Competitive Analysis, Lifesciences, Due Diligence, Business Strategy, Market Analysis, Product Development, Equities, Healthcare, Life Sciences, Diagnostics, Economics, Mergers, Investments, Venture Capital, Strategic Planning, Start-ups, Financial Modeling, Financial Analysis, Trading, M&A experience, Pharmaceutical Industry, Strategic Alliances, Acquisitions, Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Healthcare Management
Dartmouth College 2001 — 2005
BA, Biology
University of Oxford 2003 — 2003
Visiting Student, Biology, Economics
Blueprint Medicines 2014 - Present
Pfizer 2014 - 2014
Pfizer 2012 - 2014
Semprus BioSciences 2011 - 2012
Lehman Brothers 2005 - 2009
Weill Cornell Medical College 2000 - 2002
Skills
Biotechnology, Mergers & Acquisitions, Corporate Development, Valuation, Medical Devices, Business Development, Competitive Analysis, Lifesciences, Due Diligence, Business Strategy, Market Analysis, Product Development, Equities, Healthcare, Life Sciences, Diagnostics, Economics, Mergers, Investments, Venture Capital, Strategic Planning, Start-ups, Financial Modeling, Financial Analysis, Trading, M&A experience, Pharmaceutical Industry, Strategic Alliances, Acquisitions, Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Healthcare Management
Dartmouth College 2001 — 2005
BA, Biology
University of Oxford 2003 — 2003
Visiting Student, Biology, Economics
Vil Ramos Vil Ramos's Lehman Brothers Experience July 2004 - March 2006
Job Partner at Constitution Capital Partners
Industry Venture Capital & Private Equity
Experience
Constitution Capital Partners, LLC October 2007 - Present
Standard Life Investments Private Equity USA April 2006 - October 2007
Lehman Brothers July 2004 - March 2006
State Street September 1995 - July 2002
Skills
Private Equity, Due Diligence, Valuation, Corporate Development, Mergers & Acquisitions, Venture Capital, Financial Modeling, Investment Banking, Corporate Finance, Investments, Capital Markets, Strategy, Equities, Start-ups, LBO, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
Master of Business Administration (M.B.A.), General Management
Dartmouth College 1991 — 1995
Bachelor's Degree, Economics and Engineering Sciences
International School Manila 1987 — 1991
High School
Constitution Capital Partners, LLC October 2007 - Present
Standard Life Investments Private Equity USA April 2006 - October 2007
Lehman Brothers July 2004 - March 2006
State Street September 1995 - July 2002
Skills
Private Equity, Due Diligence, Valuation, Corporate Development, Mergers & Acquisitions, Venture Capital, Financial Modeling, Investment Banking, Corporate Finance, Investments, Capital Markets, Strategy, Equities, Start-ups, LBO, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
Master of Business Administration (M.B.A.), General Management
Dartmouth College 1991 — 1995
Bachelor's Degree, Economics and Engineering Sciences
International School Manila 1987 — 1991
High School
James Schaefer James Schaefer's Lehman Brothers Experience 1999 - 2006
Job Senior Managing Director Global Head of Energy, Power & Renewables
Industry Investment Banking
Experience
The Blackstone Group January 2014 - Present
UBS Investment Bank February 2006 - December 2013
Lehman Brothers 1999 - 2006
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
University of Vermont 1986 — 1990
Bachelor's Degree, Business Administration, Finance
Deerfield Academy 1983 — 1986
The Blackstone Group January 2014 - Present
UBS Investment Bank February 2006 - December 2013
Lehman Brothers 1999 - 2006
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
University of Vermont 1986 — 1990
Bachelor's Degree, Business Administration, Finance
Deerfield Academy 1983 — 1986
Steven Sugarman's Lehman Brothers Experience February 2004 - September 2005
Job President and Chief Executive Officer at Banc of California, Inc.
Industry Banking
Experience
Banc of California, Inc. September 2012 - Present
COR Securities Holdings Inc. December 2011 - Present
COR Capital LLC September 2009 - Present
GPS Partners LLC October 2005 - October 2009
Lehman Brothers February 2004 - September 2005
Sugarman Enterprises, Inc. September 2002 - February 2004
Education
Yale Law School 1997 — 2000
JD, Law
Dartmouth College 1993 — 1997
BA, Mathematics and Social Sciences
Banc of California, Inc. September 2012 - Present
COR Securities Holdings Inc. December 2011 - Present
COR Capital LLC September 2009 - Present
GPS Partners LLC October 2005 - October 2009
Lehman Brothers February 2004 - September 2005
Sugarman Enterprises, Inc. September 2002 - February 2004
Education
Yale Law School 1997 — 2000
JD, Law
Dartmouth College 1993 — 1997
BA, Mathematics and Social Sciences
Samuel Jackson's Lehman Brothers Experience July 2006 - October 2008
Job Associate at Lincoln International
Industry Financial Services
Experience
Lincoln International July 2012 - Present
Lehman Brothers Estate (LBHI) November 2008 - August 2010
Lehman Brothers July 2006 - October 2008
Goldman Sachs June 2005 - September 2005
Skills
Valuation, Fixed Income, Credit, Capital Markets, Financial Modeling, Distressed M&A, Mergers & Acquisitions, Operational Turnaround
Education
Harvard Business School 2010 — 2012
MBA
Dartmouth College 2002 — 2006
A.B., Political Science & Sociology
Lincoln International July 2012 - Present
Lehman Brothers Estate (LBHI) November 2008 - August 2010
Lehman Brothers July 2006 - October 2008
Goldman Sachs June 2005 - September 2005
Skills
Valuation, Fixed Income, Credit, Capital Markets, Financial Modeling, Distressed M&A, Mergers & Acquisitions, Operational Turnaround
Education
Harvard Business School 2010 — 2012
MBA
Dartmouth College 2002 — 2006
A.B., Political Science & Sociology
Anupam Oberai Anupam Oberai's Lehman Brothers Experience January 1989 - July 1998
Job CEO at BTM Financial, LLC
Industry Real Estate
Experience
BTM Financial, LLC January 2010 - Present
Oasis REP June 2009 - February 2010
Goldman Sachs June 1998 - August 2008
Lehman Brothers January 1989 - July 1998
Skills
Financial Structuring, Structured Products, Investment Banking, MBS, Hedge Funds, CMBS, Private Equity, Financial Modeling, Asset Managment, Equities, Asset Management, Valuation, Capital Markets, Fixed Income, Structured Finance
Education
University of Hartford 1987 — 1989
MBA, Finance / MIS
Delhi University 1983 — 1986
BA, Economics
BTM Financial, LLC January 2010 - Present
Oasis REP June 2009 - February 2010
Goldman Sachs June 1998 - August 2008
Lehman Brothers January 1989 - July 1998
Skills
Financial Structuring, Structured Products, Investment Banking, MBS, Hedge Funds, CMBS, Private Equity, Financial Modeling, Asset Managment, Equities, Asset Management, Valuation, Capital Markets, Fixed Income, Structured Finance
Education
University of Hartford 1987 — 1989
MBA, Finance / MIS
Delhi University 1983 — 1986
BA, Economics
Darryl Williams Darryl Williams's Lehman Brothers Experience September 2002 - November 2005
Job
Industry Real Estate
Experience
Time Warner Inc. March 2012 - October 2013
Citi July 2010 - January 2012
Goldman Sachs December 2008 - August 2010
Goldman Sachs November 2005 - November 2008
Lehman Brothers September 2002 - November 2005
Merrill Lynch August 2000 - August 2002
Merrill Lynch June 1992 - August 2000
Citi June 1986 - May 1992
Skills
Finance, Real Estate Transactions, Business Process..., Facilities Management, Analysis, Accounting, Investment Banking, Asset Managment, Financial Modeling, Due Diligence, Valuation, Portfolio Management, Capital Markets, Private Equity, Equities, Investments, Mergers, Financial Analysis, Venture Capital, Corporate Finance
Education
New York University 2012 — 2013
Certificate in Non-for-Profit and Governmental Accounting, Accounting
Dartmouth College 1984 — 1986
MBA, Finance
University of Notre Dame 1977 — 1981
BBA, Marketing
Time Warner Inc. March 2012 - October 2013
Citi July 2010 - January 2012
Goldman Sachs December 2008 - August 2010
Goldman Sachs November 2005 - November 2008
Lehman Brothers September 2002 - November 2005
Merrill Lynch August 2000 - August 2002
Merrill Lynch June 1992 - August 2000
Citi June 1986 - May 1992
Skills
Finance, Real Estate Transactions, Business Process..., Facilities Management, Analysis, Accounting, Investment Banking, Asset Managment, Financial Modeling, Due Diligence, Valuation, Portfolio Management, Capital Markets, Private Equity, Equities, Investments, Mergers, Financial Analysis, Venture Capital, Corporate Finance
Education
New York University 2012 — 2013
Certificate in Non-for-Profit and Governmental Accounting, Accounting
Dartmouth College 1984 — 1986
MBA, Finance
University of Notre Dame 1977 — 1981
BBA, Marketing
Keith E. Lord Keith E. Lord's Lehman Brothers Experience 1984 - 1985
Job President, Managing Partner at The Lord Companies L.L.C.
Industry Real Estate
Experience
Lord Financial Advisors 2009 - Present
Collateral Trustee 2009 - Present
The Lord Companies L.L.C. 1985 - Present
Trammell Crow Company 1985 - 1988
Lehman Brothers 1984 - 1985
Procter & Gamble 1980 - 1983
Skills
Brokerage, Real Estate, Tenant, Sellers, Real Estate Development, Landlord, Disposition, Location Intelligence, Lease Administration, Shopping Centers, Real Estate Transactions, Property Management, Investors, Real Estate Economics, Corporate Real Estate, Investments, Leases, Landlords, Mixed-use, Commercial Real Estate, Lease Negotiations, Tenant Representation, Investment Properties
Education
Northwestern University - Kellogg School of Management
Masters of Management, Dual degree: Finance and Marketing
Denison University
Bachelor of Arts
Saint Louis Country Day School
Lord Financial Advisors 2009 - Present
Collateral Trustee 2009 - Present
The Lord Companies L.L.C. 1985 - Present
Trammell Crow Company 1985 - 1988
Lehman Brothers 1984 - 1985
Procter & Gamble 1980 - 1983
Skills
Brokerage, Real Estate, Tenant, Sellers, Real Estate Development, Landlord, Disposition, Location Intelligence, Lease Administration, Shopping Centers, Real Estate Transactions, Property Management, Investors, Real Estate Economics, Corporate Real Estate, Investments, Leases, Landlords, Mixed-use, Commercial Real Estate, Lease Negotiations, Tenant Representation, Investment Properties
Education
Northwestern University - Kellogg School of Management
Masters of Management, Dual degree: Finance and Marketing
Denison University
Bachelor of Arts
Saint Louis Country Day School
Dev Kumar Dev Kumar's Lehman Brothers Experience May 2002 - September 2007
Job Managing Member at Daksha Solutions Inc
Industry Management Consulting
Experience
Daksha Solutions Inc December 2010 - Present
Bank of America March 2010 - December 2010
JPMorgan Chase & Co. September 2007 - March 2010
Lehman Brothers May 2002 - September 2007
Various Global Financial Firms July 1998 - June 2002
Small to Mid size IT Companies February 1996 - June 1998
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Investment Banking, Business Analysis, Program Management, Trading, Prime Brokerage, Portfolio Management, Credit Derivatives, Back Office, Finance, Equity Trading, Risk Management, MS Office, MS Project, Visio, Calypso, Summit,..., Broadridge..., Asset Control (ACDM,..., Microsoft Office, SDLC, Management Consulting
Education
Delhi University 1993 — 1996
Bachelor of Business Administration
University of Delhi
Daksha Solutions Inc December 2010 - Present
Bank of America March 2010 - December 2010
JPMorgan Chase & Co. September 2007 - March 2010
Lehman Brothers May 2002 - September 2007
Various Global Financial Firms July 1998 - June 2002
Small to Mid size IT Companies February 1996 - June 1998
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Investment Banking, Business Analysis, Program Management, Trading, Prime Brokerage, Portfolio Management, Credit Derivatives, Back Office, Finance, Equity Trading, Risk Management, MS Office, MS Project, Visio, Calypso, Summit,..., Broadridge..., Asset Control (ACDM,..., Microsoft Office, SDLC, Management Consulting
Education
Delhi University 1993 — 1996
Bachelor of Business Administration
University of Delhi
Jason Vander Meer Jason Vander Meer's Lehman Brothers Experience May 2005 - August 2008
Job Director, Product Management Eze Software Group
Industry Information Technology and Services
Experience
Eze Software Group November 2011 - Present
We Flew the Coop Enterprises May 2011 - November 2011
Barclays Capital October 2008 - April 2011
Lehman Brothers May 2005 - August 2008
Skills
SDLC, Software Project..., Data Center, Agile Methodologies, Security, Linux, Project Management, ITIL, Databases, Testing, Management, Cisco Technologies
Education
DePaul University 2007 — 2009
Masters, Information Systems
Grand Valley State University 2001 — 2005
Bachelor, Information Systems
Eze Software Group November 2011 - Present
We Flew the Coop Enterprises May 2011 - November 2011
Barclays Capital October 2008 - April 2011
Lehman Brothers May 2005 - August 2008
Skills
SDLC, Software Project..., Data Center, Agile Methodologies, Security, Linux, Project Management, ITIL, Databases, Testing, Management, Cisco Technologies
Education
DePaul University 2007 — 2009
Masters, Information Systems
Grand Valley State University 2001 — 2005
Bachelor, Information Systems
Catherine Lualhati Catherine Lualhati's Lehman Brothers Experience July 1996 - February 2000
Job Associate at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland September 2009 - Present
Credit Suisse February 2000 - September 2009
Lehman Brothers July 1996 - February 2000
ING Securities March 1994 - July 1996
Skills
Corporate Actions, Securities, Prime Brokerage, Account Reconciliation, Securities Lending, Management, Fixed Income, Derivatives, Equity Derivatives, Capital Markets, Equities, Hedge Funds, SWIFT payments, Middle Office, Back Office, Settlement, Bloomberg, Structured Products, Swaps, Credit Derivatives, Investment Banking, Bonds
Education
De La Salle University
Bachelor of Science, Mathematics
Royal Bank of Scotland September 2009 - Present
Credit Suisse February 2000 - September 2009
Lehman Brothers July 1996 - February 2000
ING Securities March 1994 - July 1996
Skills
Corporate Actions, Securities, Prime Brokerage, Account Reconciliation, Securities Lending, Management, Fixed Income, Derivatives, Equity Derivatives, Capital Markets, Equities, Hedge Funds, SWIFT payments, Middle Office, Back Office, Settlement, Bloomberg, Structured Products, Swaps, Credit Derivatives, Investment Banking, Bonds
Education
De La Salle University
Bachelor of Science, Mathematics
Stuart Leung Stuart Leung's Lehman Brothers Experience 2005 - 2007
Job VP of Finance & Supply Chain Ops at Reformation
Industry Apparel & Fashion
Experience
Reformation 2014 - Present
Vaunte 2013 - 2014
Barclays 2012 - 2013
Alcentra May 2011 - August 2011
Rocksmith 2009 - 2011
Sun Capital Partners 2007 - 2009
Lehman Brothers 2005 - 2007
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, Venture Capital, Mergers, Financial Analysis, Capital Markets, Equities, LBO
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Dual Majors in Finance and Management
Dartmouth College 2001 — 2005
BA, Majors in Economics and Asian Studies
Reformation 2014 - Present
Vaunte 2013 - 2014
Barclays 2012 - 2013
Alcentra May 2011 - August 2011
Rocksmith 2009 - 2011
Sun Capital Partners 2007 - 2009
Lehman Brothers 2005 - 2007
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, Venture Capital, Mergers, Financial Analysis, Capital Markets, Equities, LBO
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Dual Majors in Finance and Management
Dartmouth College 2001 — 2005
BA, Majors in Economics and Asian Studies
Sahiba Sarna's Lehman Brothers Experience August 2007 - September 2008
Job Luxury Boutique Hotel Executive
Industry Hospitality
Experience
Volcanica Candles January 2010 - Present
Villa Sarna September 2008 - Present
Lehman Brothers August 2007 - September 2008
Skills
Real Estate Economics
Education
Dartmouth College 2003 — 2007
Economics
Volcanica Candles January 2010 - Present
Villa Sarna September 2008 - Present
Lehman Brothers August 2007 - September 2008
Skills
Real Estate Economics
Education
Dartmouth College 2003 — 2007
Economics
William Stevenson William Stevenson's Lehman Brothers Experience September 2000 - September 2002
Job
Industry Oil & Energy
Experience
Eglinton Capital, LLC September 2011 - Present
Bank of America / Merrill Lynch August 2008 - May 2011
Bear Stearns August 2007 - August 2008
Citigroup February 2004 - August 2007
H&S Properties, LLC October 2002 - January 2004
Lehman Brothers September 2000 - September 2002
Education
Wake Forest University School of Business 1998 — 2000
MBA, Portfolio Management/Securities Analysis
Denison University
STAB
STAB
Eglinton Capital, LLC September 2011 - Present
Bank of America / Merrill Lynch August 2008 - May 2011
Bear Stearns August 2007 - August 2008
Citigroup February 2004 - August 2007
H&S Properties, LLC October 2002 - January 2004
Lehman Brothers September 2000 - September 2002
Education
Wake Forest University School of Business 1998 — 2000
MBA, Portfolio Management/Securities Analysis
Denison University
STAB
STAB
Damon Austin Damon Austin's Lehman Brothers Experience 2001 - 2006
Job Senior Vice President, Capital Deployment at Prologis
Industry Real Estate
Experience
Prologis April 2015 - Present
Trammell Crow Company 2008 - March 2015
Lehman Brothers 2001 - 2006
Skills
Financial Analysis, Real Estate Development, Real Estate, Location Intelligence, Mergers & Acquisitions, Disposition, Construction Management, Tenant, Business Development, Market Research, Marketing, Real Estate Economics, Asset Management, Entitlements, Equities, Strategic Planning, Sales, Valuation, Feasibility Studies, Finance, Retail, Business Strategy
Education
UCLA Anderson School of Management 2006 — 2008
MBA
Dartmouth College 1997 — 2001
BA
Prologis April 2015 - Present
Trammell Crow Company 2008 - March 2015
Lehman Brothers 2001 - 2006
Skills
Financial Analysis, Real Estate Development, Real Estate, Location Intelligence, Mergers & Acquisitions, Disposition, Construction Management, Tenant, Business Development, Market Research, Marketing, Real Estate Economics, Asset Management, Entitlements, Equities, Strategic Planning, Sales, Valuation, Feasibility Studies, Finance, Retail, Business Strategy
Education
UCLA Anderson School of Management 2006 — 2008
MBA
Dartmouth College 1997 — 2001
BA
Joshua Gregg Joshua Gregg's Lehman Brothers Experience June 2006 - September 2008
Job Chief Financial Officer at Double Eagle Energy Holdings II LLC
Industry Oil & Energy
Experience
Double Eagle Development/Double Eagle Energy Holdings February 2015 - Present
Apollo Global Management LLC July 2011 - February 2015
Nomura September 2008 - June 2009
Lehman Brothers June 2006 - September 2008
Skills
Capital Markets, Valuation, Private Equity, Financial Modeling, Investment Banking, Due Diligence, Corporate Development, Equities, Corporate Finance, Investments, Mergers, Portfolio Management, Financial Analysis, Strategy, Restructuring, Finance, Fixed Income, Bloomberg, Entrepreneurship, Asset Managment, Business Valuation, Alternative Investments, Bonds, Equity Research, Asset Management, Oil & Gas, Business Strategy, Financial Structuring, Strategic Planning, Mergers & Acquisitions
Education
Harvard Business School 2009 — 2011
MBA
Dartmouth College 2002 — 2006
BA, Earth Science
Double Eagle Development/Double Eagle Energy Holdings February 2015 - Present
Apollo Global Management LLC July 2011 - February 2015
Nomura September 2008 - June 2009
Lehman Brothers June 2006 - September 2008
Skills
Capital Markets, Valuation, Private Equity, Financial Modeling, Investment Banking, Due Diligence, Corporate Development, Equities, Corporate Finance, Investments, Mergers, Portfolio Management, Financial Analysis, Strategy, Restructuring, Finance, Fixed Income, Bloomberg, Entrepreneurship, Asset Managment, Business Valuation, Alternative Investments, Bonds, Equity Research, Asset Management, Oil & Gas, Business Strategy, Financial Structuring, Strategic Planning, Mergers & Acquisitions
Education
Harvard Business School 2009 — 2011
MBA
Dartmouth College 2002 — 2006
BA, Earth Science
Andy Nguyen's Lehman Brothers Experience July 2006 - July 2007
Job Sr. Associate Brand Manager at Kraft Foods Group
Industry Consumer Goods
Experience
Kraft Foods Group September 2014 - Present
Kraft Foods Group July 2013 - September 2014
PepsiCo June 2012 - August 2012
Daisy Brand March 2012 - April 2012
Neuberger Berman December 2009 - July 2011
Neuberger Berman July 2007 - December 2009
Lehman Brothers July 2006 - July 2007
Lehman Brothers June 2005 - August 2005
Goldman Sachs June 2004 - August 2004
Skills
Management, Competitive Analysis, Strategy, Business Strategy, Fixed Income, Valuation, Data Analysis, Investments, Due Diligence, Market Research, Marketing Strategy, Project Management, Cross-functional Team..., Analysis, Financial Modeling, Leadership, Social Media Marketing, Trading, Electronic Trading, Hedge Funds, Marketing, Derivatives, Financial Analysis, Budgets, Business Planning, Forecasting, Process Improvement, Business Development, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
WHU - Otto Beisheim Graduate School of Management 2012 — 2012
European MBA Summer Institute
Denison University 2002 — 2006
Bachelor of Arts
Lincoln Park High School 1998 — 2002
International Bacclaureate (IB) Diploma
Kraft Foods Group September 2014 - Present
Kraft Foods Group July 2013 - September 2014
PepsiCo June 2012 - August 2012
Daisy Brand March 2012 - April 2012
Neuberger Berman December 2009 - July 2011
Neuberger Berman July 2007 - December 2009
Lehman Brothers July 2006 - July 2007
Lehman Brothers June 2005 - August 2005
Goldman Sachs June 2004 - August 2004
Skills
Management, Competitive Analysis, Strategy, Business Strategy, Fixed Income, Valuation, Data Analysis, Investments, Due Diligence, Market Research, Marketing Strategy, Project Management, Cross-functional Team..., Analysis, Financial Modeling, Leadership, Social Media Marketing, Trading, Electronic Trading, Hedge Funds, Marketing, Derivatives, Financial Analysis, Budgets, Business Planning, Forecasting, Process Improvement, Business Development, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
WHU - Otto Beisheim Graduate School of Management 2012 — 2012
European MBA Summer Institute
Denison University 2002 — 2006
Bachelor of Arts
Lincoln Park High School 1998 — 2002
International Bacclaureate (IB) Diploma
Fraser Marcus Fraser Marcus's Lehman Brothers Experience October 2007 - September 2009
Job at Southeastern Asset Management
Industry Investment Management
Experience
Southeastern Asset Management July 2010 - Present
Dartmouth Capital Partners Inc September 2009 - August 2010
Lehman Brothers October 2007 - September 2009
Dartmouth Capital Partners LLP November 2004 - October 2007
ING Barings Limited November 1999 - June 2004
The Chief Executive Partnerships Limited September 1993 - September 1999
Salomon Brothers November 1979 - June 1992
Manufacturers Hanover Trust July 1976 - October 1979
Skills
Fixed Income, Equities, Portfolio Management, Capital Markets, Investment Banking, Private Equity, Asset Allocation, Asset Management, Strategic Planning, Marketing Strategy, Sales Management, global wealth management, cross border mergers..., Hedge Funds, Equity Capital Markets, Venture Capital, Derivatives, Alternative Investments, Asset Managment, Emerging Markets, Financial Modeling, Investments, Strategy
Education
Dartmouth College 1972 — 1976
BA, English, Math
St Mark's School of Texas
Southeastern Asset Management July 2010 - Present
Dartmouth Capital Partners Inc September 2009 - August 2010
Lehman Brothers October 2007 - September 2009
Dartmouth Capital Partners LLP November 2004 - October 2007
ING Barings Limited November 1999 - June 2004
The Chief Executive Partnerships Limited September 1993 - September 1999
Salomon Brothers November 1979 - June 1992
Manufacturers Hanover Trust July 1976 - October 1979
Skills
Fixed Income, Equities, Portfolio Management, Capital Markets, Investment Banking, Private Equity, Asset Allocation, Asset Management, Strategic Planning, Marketing Strategy, Sales Management, global wealth management, cross border mergers..., Hedge Funds, Equity Capital Markets, Venture Capital, Derivatives, Alternative Investments, Asset Managment, Emerging Markets, Financial Modeling, Investments, Strategy
Education
Dartmouth College 1972 — 1976
BA, English, Math
St Mark's School of Texas
Robby Gupta Robby Gupta's Lehman Brothers Experience March 2007 - September 2008
Job Head US Operations at TechJini Inc.
Industry Information Technology and Services
Experience
TechJini Inc. July 2013 - Present
Barclays Wealth July 2010 - June 2013
CGI April 2009 - July 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers March 2007 - September 2008
Data Inc February 2005 - March 2007
Merrill Lynch 2006 - 2007
Geometric Ltd. October 2002 - February 2005
Hewlett-Packard 2003 - 2005
ITC Infotech Ltd. March 2001 - October 2002
Skills
QlikView, Java, Weblogic, .NET, Informatica, Oracle, DB2, PL/SQL, Software Project..., Requirements Analysis, Perl, Solution Architecture, Business Development, Tomcat, Integration, IT Service Management, SDLC, Business Objects, SQL Server, C#, Sybase, SOA, VB.NET, VSTO, Project, Mobile Applications, iOS development, Android Development, Business Intelligence, SSIS, SSAS 2008, Data Warehousing, TIBCO Rendezvous, Databases, Cloud Computing, Web Services, Mobile Devices, Enterprise Architecture, Data Migration, ETL, Microsoft SQL Server, WebLogic, Business Analysis, SQL, Consulting, Management, Agile Methodologies, Java Enterprise Edition, Leadership, Software Development
Education
Delhi College of Engineering 1996 — 2000
Bachelor of Engineering
Delhi University 1996 — 2000
Engineer's Degree
Sawan Public School
TechJini Inc. July 2013 - Present
Barclays Wealth July 2010 - June 2013
CGI April 2009 - July 2010
Barclays Capital September 2008 - March 2009
Lehman Brothers March 2007 - September 2008
Data Inc February 2005 - March 2007
Merrill Lynch 2006 - 2007
Geometric Ltd. October 2002 - February 2005
Hewlett-Packard 2003 - 2005
ITC Infotech Ltd. March 2001 - October 2002
Skills
QlikView, Java, Weblogic, .NET, Informatica, Oracle, DB2, PL/SQL, Software Project..., Requirements Analysis, Perl, Solution Architecture, Business Development, Tomcat, Integration, IT Service Management, SDLC, Business Objects, SQL Server, C#, Sybase, SOA, VB.NET, VSTO, Project, Mobile Applications, iOS development, Android Development, Business Intelligence, SSIS, SSAS 2008, Data Warehousing, TIBCO Rendezvous, Databases, Cloud Computing, Web Services, Mobile Devices, Enterprise Architecture, Data Migration, ETL, Microsoft SQL Server, WebLogic, Business Analysis, SQL, Consulting, Management, Agile Methodologies, Java Enterprise Edition, Leadership, Software Development
Education
Delhi College of Engineering 1996 — 2000
Bachelor of Engineering
Delhi University 1996 — 2000
Engineer's Degree
Sawan Public School
Eric Kaufman Eric Kaufman's Lehman Brothers Experience January 2008 - March 2008
Job Associate at One Rock Capital Partners
Industry Venture Capital & Private Equity
Experience
One Rock Capital Partners June 2015 - Present
Barclays Investment Bank June 2014 - April 2015
Barclays Capital April 2012 - June 2014
Barclays Capital July 2009 - April 2012
AIG June 2008 - August 2008
Lehman Brothers January 2008 - March 2008
Skills
Financial Modeling, Derivatives, Commodity, Financial Analysis, Options, Trade Finance, Financial Structuring, Fixed Income, Structured Products, Risk Management, Finance, Capital Markets, Investment Banking, Bloomberg, Valuation, Equities
Education
Dartmouth College 2005 — 2009
BA, Economics, Government
University of Oxford 2008 — 2008
Exchange Program, Economics
One Rock Capital Partners June 2015 - Present
Barclays Investment Bank June 2014 - April 2015
Barclays Capital April 2012 - June 2014
Barclays Capital July 2009 - April 2012
AIG June 2008 - August 2008
Lehman Brothers January 2008 - March 2008
Skills
Financial Modeling, Derivatives, Commodity, Financial Analysis, Options, Trade Finance, Financial Structuring, Fixed Income, Structured Products, Risk Management, Finance, Capital Markets, Investment Banking, Bloomberg, Valuation, Equities
Education
Dartmouth College 2005 — 2009
BA, Economics, Government
University of Oxford 2008 — 2008
Exchange Program, Economics
Nikhil Seshan Nikhil Seshan's Lehman Brothers Experience July 2007 - September 2008
Job Student at The Wharton School, University of Pennsylvania
Industry E-Learning
Experience
Bain & Company June 2015 - Present
Daily Themes August 2013 - March 2015
Wharton Customer Analytics Initiative July 2013 - August 2013
EFG Financial Products AG September 2010 - May 2012
Nomura International October 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Skills
Economics, Strategy, Finance, Bloomberg, Quantitative Analytics, Equities, Emerging Markets, Business Analytics, Capital Markets, Product Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Yale University 2003 — 2007
Bachelor of Arts (B.A.)
Delhi Public School - R. K. Puram 2001 — 2003
Bain & Company June 2015 - Present
Daily Themes August 2013 - March 2015
Wharton Customer Analytics Initiative July 2013 - August 2013
EFG Financial Products AG September 2010 - May 2012
Nomura International October 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Skills
Economics, Strategy, Finance, Bloomberg, Quantitative Analytics, Equities, Emerging Markets, Business Analytics, Capital Markets, Product Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Yale University 2003 — 2007
Bachelor of Arts (B.A.)
Delhi Public School - R. K. Puram 2001 — 2003
Edward Waters Edward Waters's Lehman Brothers Experience 1985 - 1987
Job Founder at Pan America New Energy and ARTSSUITE
Industry Venture Capital & Private Equity
Experience
ARTSSUITE September 2012 - Present
PAN AMERICA SOLAR AND WIND 2008 - Present
GroSolar Inc. 2004 - 2007
End2End.Com 1998 - 2002
Morgan Stanley Dean Witter 1989 - 1991
Unifund SA, Switzerland 1985 - 1988
Lehman Brothers 1985 - 1987
McKinsey & Company 1980 - 1983
Skills
Mergers, Alternative Energy, Start-ups, Energy Markets, Exit Strategies, P&L responsibility, IPO, Renewable Energy, Business Strategy, Solar, International Business, Strategic Planning, Due Diligence, New Business Development, Business Planning, Contract Negotiation, Marketing Strategy, Negotiation, Photovoltaics, Sustainability, Entrepreneurship, Strategy Development, Energy, Entrepreneur, Product Development, Team Building, Market Analysis, Financial Modeling, Competitive Analysis, Project Finance, Budgeting, Planning, Financial Analysis, Valuation, Analysis, Six Sigma, Product Management, Market Research, Team Leadership, Product Marketing, Contract Management, Strategy, Mergers & Acquisitions, Solar Energy, Budgets, Leadership, Strategic Partnerships, Business Development, Private Equity, Management
Education
The Tuck School of Business at Dartmouth 1983 — 1985
MBA, Finance, Strategy
Dartmouth College 1972 — 1978
BA, English Literature, Economics
ARTSSUITE September 2012 - Present
PAN AMERICA SOLAR AND WIND 2008 - Present
GroSolar Inc. 2004 - 2007
End2End.Com 1998 - 2002
Morgan Stanley Dean Witter 1989 - 1991
Unifund SA, Switzerland 1985 - 1988
Lehman Brothers 1985 - 1987
McKinsey & Company 1980 - 1983
Skills
Mergers, Alternative Energy, Start-ups, Energy Markets, Exit Strategies, P&L responsibility, IPO, Renewable Energy, Business Strategy, Solar, International Business, Strategic Planning, Due Diligence, New Business Development, Business Planning, Contract Negotiation, Marketing Strategy, Negotiation, Photovoltaics, Sustainability, Entrepreneurship, Strategy Development, Energy, Entrepreneur, Product Development, Team Building, Market Analysis, Financial Modeling, Competitive Analysis, Project Finance, Budgeting, Planning, Financial Analysis, Valuation, Analysis, Six Sigma, Product Management, Market Research, Team Leadership, Product Marketing, Contract Management, Strategy, Mergers & Acquisitions, Solar Energy, Budgets, Leadership, Strategic Partnerships, Business Development, Private Equity, Management
Education
The Tuck School of Business at Dartmouth 1983 — 1985
MBA, Finance, Strategy
Dartmouth College 1972 — 1978
BA, English Literature, Economics
Chris Guttilla, CFA Chris Guttilla, CFA's Lehman Brothers Experience August 1997 - July 1999
Job Senior Investment Consultant at Towers Watson
Industry Financial Services
Experience
Towers Watson September 2005 - Present
Merrill Lynch August 1999 - August 2005
Lehman Brothers August 1997 - July 1999
Skills
Investments, Asset Management, Asset Allocation, Alternative Investments, Financial Modeling, Equities, Investment Strategies, Portfolio Management, Valuation, Fixed Income, Pensions, Investment Management, Hedge Funds, Due Diligence, Financial Analysis, Mutual Funds, Asset Managment, Chartered Financial..., Defined Contribution, Pension Funds
Education
DePaul University 2002 — 2004
MBA, Accounting
Indiana University Bloomington 1994 — 1997
BS, Finance
Towers Watson September 2005 - Present
Merrill Lynch August 1999 - August 2005
Lehman Brothers August 1997 - July 1999
Skills
Investments, Asset Management, Asset Allocation, Alternative Investments, Financial Modeling, Equities, Investment Strategies, Portfolio Management, Valuation, Fixed Income, Pensions, Investment Management, Hedge Funds, Due Diligence, Financial Analysis, Mutual Funds, Asset Managment, Chartered Financial..., Defined Contribution, Pension Funds
Education
DePaul University 2002 — 2004
MBA, Accounting
Indiana University Bloomington 1994 — 1997
BS, Finance
Thomas J. Ferrero's Lehman Brothers Experience May 2004 - September 2008
Job Vice President JP Morgan
Industry Banking
Experience
J.P. Morgan October 2013 - Present
Barclays Wealth and Investment Management in the Americas September 2008 - October 2013
Lehman Brothers May 2004 - September 2008
Skills
Financial Services, Trading, Wealth Management, Asset Management, Asset Allocation, FINRA, Private Equity, Business Strategy, Investments, Emerging Markets
Education
Hamilton College 2001 — 2004
Bachelor's degree, Economics & Mathematics
Davidson College 2000 — 2001
Economics, Mathematics
J.P. Morgan October 2013 - Present
Barclays Wealth and Investment Management in the Americas September 2008 - October 2013
Lehman Brothers May 2004 - September 2008
Skills
Financial Services, Trading, Wealth Management, Asset Management, Asset Allocation, FINRA, Private Equity, Business Strategy, Investments, Emerging Markets
Education
Hamilton College 2001 — 2004
Bachelor's degree, Economics & Mathematics
Davidson College 2000 — 2001
Economics, Mathematics
Alan Donenfeld Alan Donenfeld's Lehman Brothers Experience 1984 - 1988
Job CEO CityVest.com Real Estate Crowdfunding
Industry Real Estate
Experience
CityVest.com April 2014 - Present
Bristol Investment Group, Inc. 1990 - Present
Lexus Capital April 2013 - December 2014
Paragon Capital LP September 2005 - September 2013
Bear, Stearns & Company 1988 - 1990
Lehman Brothers 1984 - 1988
Skills
Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Financing, Private Equity, Alternative Investments, Investments, Venture Capital, Hedge Funds, Mergers & Acquisitions, Investment Banking, Due Diligence, Private Placements, Portfolio Management, Corporate Finance, Corporate Development, Investment Advisory, Structured Finance, Asset Management, Investment Management, Finance, Equities
Education
Duke University - The Fuqua School of Business 1979 — 1981
MBA, Investment Management
Tufts University 1975 — 1979
BA, Economics
Deerfield Academy 1971 — 1975
H.S. Diploma
CityVest.com April 2014 - Present
Bristol Investment Group, Inc. 1990 - Present
Lexus Capital April 2013 - December 2014
Paragon Capital LP September 2005 - September 2013
Bear, Stearns & Company 1988 - 1990
Lehman Brothers 1984 - 1988
Skills
Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Financing, Private Equity, Alternative Investments, Investments, Venture Capital, Hedge Funds, Mergers & Acquisitions, Investment Banking, Due Diligence, Private Placements, Portfolio Management, Corporate Finance, Corporate Development, Investment Advisory, Structured Finance, Asset Management, Investment Management, Finance, Equities
Education
Duke University - The Fuqua School of Business 1979 — 1981
MBA, Investment Management
Tufts University 1975 — 1979
BA, Economics
Deerfield Academy 1971 — 1975
H.S. Diploma
Padraic Malinowski Padraic Malinowski's Lehman Brothers Experience 1997 - 1999
Job Sr. Actuarial Consultant at Optum
Industry Insurance
Experience
Optum October 2012 - Present
Coventry Health Care January 2012 - October 2012
Physicians Plus Insurance Corporation November 2007 - January 2012
APS Healthcare January 2005 - October 2007
Watson Wyatt 1999 - 2003
Lehman Brothers 1997 - 1999
Skills
Product Development, Actuarial Science, Health Insurance, Health Care Reform, Actuarial Consulting, Medicare Part D, Software Implementation, Health Informatics, Affordable Care Act
Education
Dartmouth College 1993 — 1997
BA, Mathematics
Hampton High School 1989 — 1993
Optum October 2012 - Present
Coventry Health Care January 2012 - October 2012
Physicians Plus Insurance Corporation November 2007 - January 2012
APS Healthcare January 2005 - October 2007
Watson Wyatt 1999 - 2003
Lehman Brothers 1997 - 1999
Skills
Product Development, Actuarial Science, Health Insurance, Health Care Reform, Actuarial Consulting, Medicare Part D, Software Implementation, Health Informatics, Affordable Care Act
Education
Dartmouth College 1993 — 1997
BA, Mathematics
Hampton High School 1989 — 1993
Garrett Drucker Garrett Drucker's Lehman Brothers Experience 2003 - 2007
Job Vice President Commercial Relationship Manager Core Middle Market Group at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank August 2014 - Present
BMO Harris Bank July 2013 - July 2014
Fifth Third Bank December 2009 - July 2013
U.S. Bank 2007 - December 2009
Lehman Brothers 2003 - 2007
NBC 2000 - 2001
CBS Radio 1999 - 2000
Skills
Credit, Small Business Lending, Commercial Banking, Commercial Mortgages, Treasury Management, Treasury Services, Term Loans, Commercial Lines, Commercial Lending, Team Leadership, CRM, New Business Development, Lines Of Credit, SBA, SBA 504, Loan Origination, Customer Retention, Customer Acquisition, Work Ethic, Business Development, Portfolio Management, Mortgage Lending, Finance, Real Estate, Commercial Real Estate, Selling
Education
DePaul University
Master's, English
DePaul University
Bachelor's, English
Fifth Third Bank August 2014 - Present
BMO Harris Bank July 2013 - July 2014
Fifth Third Bank December 2009 - July 2013
U.S. Bank 2007 - December 2009
Lehman Brothers 2003 - 2007
NBC 2000 - 2001
CBS Radio 1999 - 2000
Skills
Credit, Small Business Lending, Commercial Banking, Commercial Mortgages, Treasury Management, Treasury Services, Term Loans, Commercial Lines, Commercial Lending, Team Leadership, CRM, New Business Development, Lines Of Credit, SBA, SBA 504, Loan Origination, Customer Retention, Customer Acquisition, Work Ethic, Business Development, Portfolio Management, Mortgage Lending, Finance, Real Estate, Commercial Real Estate, Selling
Education
DePaul University
Master's, English
DePaul University
Bachelor's, English
Ajay Aggarwal Ajay Aggarwal's Lehman Brothers Experience September 1996 - November 1997
Job Project Manager / Sr. Business Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
JPMorgan Chase April 2014 - April 2015
Credit Suisse March 2002 - March 2014
Polaris Financial Technology Limited March 2000 - February 2002
Standard & Poor's December 1997 - March 2000
Lehman Brothers September 1996 - November 1997
Thomson Technology Consulting Group February 1996 - August 1996
Reliance Electric February 1994 - January 1996
Satyam September 1993 - January 1994
Nucleus Software April 1990 - August 1993
Skills
Business Analysis, Requirements Analysis, Software Project..., SDLC, PMP, Global Delivery, Data Analysis, Investment Banking, Derivatives, Basel III, Migration Projects, Project Coordination, SQL, Data Modeling, Credit Derivatives, Requirements Gathering, User Acceptance Testing, Sybase, Business Requirements, Oracle, Interest Rate..., Equity Derivatives, Trading Systems, Business Process..., Swaps, Back Office, Resource Management, Securities Lending, Data Warehousing, Reference Data
Education
University of Delhi 1987 — 1989
Master of Science (M.Sc.), Mathematics
Credit Suisse May 2015 - Present
JPMorgan Chase April 2014 - April 2015
Credit Suisse March 2002 - March 2014
Polaris Financial Technology Limited March 2000 - February 2002
Standard & Poor's December 1997 - March 2000
Lehman Brothers September 1996 - November 1997
Thomson Technology Consulting Group February 1996 - August 1996
Reliance Electric February 1994 - January 1996
Satyam September 1993 - January 1994
Nucleus Software April 1990 - August 1993
Skills
Business Analysis, Requirements Analysis, Software Project..., SDLC, PMP, Global Delivery, Data Analysis, Investment Banking, Derivatives, Basel III, Migration Projects, Project Coordination, SQL, Data Modeling, Credit Derivatives, Requirements Gathering, User Acceptance Testing, Sybase, Business Requirements, Oracle, Interest Rate..., Equity Derivatives, Trading Systems, Business Process..., Swaps, Back Office, Resource Management, Securities Lending, Data Warehousing, Reference Data
Education
University of Delhi 1987 — 1989
Master of Science (M.Sc.), Mathematics
Brendan Dete Brendan Dete's Lehman Brothers Experience July 2005 - July 2007
Job Founder and CEO at Libertas Financial Corp | Director at Clean Energy Capital
Industry Financial Services
Experience
Libertas Financial Corporation January 2010 - Present
Clean Energy Capital Securities December 2009 - Present
H.I.G. Ventures July 2007 - December 2009
Lehman Brothers July 2005 - July 2007
Skills
Start-ups, Financial Modeling, Private Equity, Project Finance, Entrepreneurship, Investment Banking, Renewable Energy, Investments, Financial Structuring, Energy, Joint Ventures, Management, Solar Energy, Funding, Financial Services, Sales, Corporate Development, Due Diligence, Venture Capital, Valuation, Small Business Lending, Finance, Factoring, Structured Finance, Mergers & Acquisitions, Capital, LBO, Restructuring, Leveraged Finance
Education
Davidson College 2001 — 2005
Bachelor’s Degree, Economics, History, Cum Laude
Marist School
High School
Libertas Financial Corporation January 2010 - Present
Clean Energy Capital Securities December 2009 - Present
H.I.G. Ventures July 2007 - December 2009
Lehman Brothers July 2005 - July 2007
Skills
Start-ups, Financial Modeling, Private Equity, Project Finance, Entrepreneurship, Investment Banking, Renewable Energy, Investments, Financial Structuring, Energy, Joint Ventures, Management, Solar Energy, Funding, Financial Services, Sales, Corporate Development, Due Diligence, Venture Capital, Valuation, Small Business Lending, Finance, Factoring, Structured Finance, Mergers & Acquisitions, Capital, LBO, Restructuring, Leveraged Finance
Education
Davidson College 2001 — 2005
Bachelor’s Degree, Economics, History, Cum Laude
Marist School
High School
Peter Suh, PMP, CSM Peter Suh, PMP, CSM's Lehman Brothers Experience 1988 - 1990
Job Agile Project Management Consultant
Industry Information Technology and Services
Experience
Macy's.com February 2015 - Present
Independent Contractor June 1998 - Present
KMPG - (IC) September 2014 - December 2014
Saggezza April 2013 - September 2014
KANA Software July 2012 - April 2013
Sword Ciboodle, now part of KANA Software June 2011 - April 2013
Asti Yocto LLC March 2003 - April 2013
Chicago Mercantile Exchange January 1993 - June 1999
The Chicago Corporation 1988 - 1992
Lehman Brothers 1988 - 1990
Skills
Project Management, Software Project..., Program Management, GTD, Business Analysis, E-commerce, Motorcycle Team Leader, Leadership, Product Management, CRM, Strategy, Management, Marketing, Analytics, Team Leadership, Enterprise Software, Software Development, Requirements Analysis, Integration, Cross-functional Team..., SaaS, Training, Business Intelligence, SDLC, Business Process, Agile Methodologies, Consulting, Management Consulting, IT Strategy, Analysis, Project Delivery, Entrepreneurship, Scrum, Visio, Business Process..., Vendor Management, Cloud Computing, Requirements Gathering, Agile Project Management, Enterprise Architecture, Project Portfolio..., Professional Services, Process Improvement, Solution Architecture, PMO, Start-ups, SOA, Business Development, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 1993 — 1996
MBA, Marketing, International Business
DePaul University 1985 — 1987
Bachelor's Degree, Finance, General
University of Michigan 1981 — 1983
Chemical Enginnering
Macy's.com February 2015 - Present
Independent Contractor June 1998 - Present
KMPG - (IC) September 2014 - December 2014
Saggezza April 2013 - September 2014
KANA Software July 2012 - April 2013
Sword Ciboodle, now part of KANA Software June 2011 - April 2013
Asti Yocto LLC March 2003 - April 2013
Chicago Mercantile Exchange January 1993 - June 1999
The Chicago Corporation 1988 - 1992
Lehman Brothers 1988 - 1990
Skills
Project Management, Software Project..., Program Management, GTD, Business Analysis, E-commerce, Motorcycle Team Leader, Leadership, Product Management, CRM, Strategy, Management, Marketing, Analytics, Team Leadership, Enterprise Software, Software Development, Requirements Analysis, Integration, Cross-functional Team..., SaaS, Training, Business Intelligence, SDLC, Business Process, Agile Methodologies, Consulting, Management Consulting, IT Strategy, Analysis, Project Delivery, Entrepreneurship, Scrum, Visio, Business Process..., Vendor Management, Cloud Computing, Requirements Gathering, Agile Project Management, Enterprise Architecture, Project Portfolio..., Professional Services, Process Improvement, Solution Architecture, PMO, Start-ups, SOA, Business Development, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 1993 — 1996
MBA, Marketing, International Business
DePaul University 1985 — 1987
Bachelor's Degree, Finance, General
University of Michigan 1981 — 1983
Chemical Enginnering
Alexander Appel Alexander Appel's Lehman Brothers Experience June 2006 - June 2008
Job Senior Associate at Broad Sky Partners
Industry Venture Capital & Private Equity
Experience
Broad Sky Partners July 2013 - Present
Harvard Business School September 2011 - May 2013
Makena Capital June 2012 - August 2012
Avista Capital Partners August 2008 - December 2010
Lehman Brothers June 2006 - June 2008
Skills
Valuation, Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Equities, Financial Analysis, Investments, Hedge Funds, Mergers, Venture Capital, LBO, Microsoft Excel, Business Strategy, PowerPoint, Strategy, Alternative Investments, Analytics, Asset Managment, Mergers & Acquisitions, Bloomberg, Emerging Markets, DCF, Capital Markets, Portfolio Management
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Washington and Lee University 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
London School of Economics and Political Science 2004 — 2004
Summer Program
Deerfield Academy 1998 — 2002
Broad Sky Partners July 2013 - Present
Harvard Business School September 2011 - May 2013
Makena Capital June 2012 - August 2012
Avista Capital Partners August 2008 - December 2010
Lehman Brothers June 2006 - June 2008
Skills
Valuation, Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Equities, Financial Analysis, Investments, Hedge Funds, Mergers, Venture Capital, LBO, Microsoft Excel, Business Strategy, PowerPoint, Strategy, Alternative Investments, Analytics, Asset Managment, Mergers & Acquisitions, Bloomberg, Emerging Markets, DCF, Capital Markets, Portfolio Management
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Washington and Lee University 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
London School of Economics and Political Science 2004 — 2004
Summer Program
Deerfield Academy 1998 — 2002
Emilia Warrington Emilia Warrington's Lehman Brothers Experience August 2002 - November 2008
Job Peraza Dermatology Group
Industry Medical Practice
Experience
Peraza Dermatology Group 2010 - Present
Vantis Capital March 2009 - January 2010
Lehman Brothers August 2002 - November 2008
Education
Dartmouth College 1998 — 2002
Peraza Dermatology Group 2010 - Present
Vantis Capital March 2009 - January 2010
Lehman Brothers August 2002 - November 2008
Education
Dartmouth College 1998 — 2002
Emily Hobbs Browne Emily Hobbs Browne's Lehman Brothers Experience January 1999 - August 2000
Job Recruitment Professional
Industry Legal Services
Experience
House of Browne June 2007 - Present
Bryan Cave LLP February 2005 - June 2007
McKenna Long & Aldridge June 2004 - February 2005
Hogan & Hartson October 2000 - June 2004
Lehman Brothers January 1999 - August 2000
Education
Denison University 1992 — 1996
House of Browne June 2007 - Present
Bryan Cave LLP February 2005 - June 2007
McKenna Long & Aldridge June 2004 - February 2005
Hogan & Hartson October 2000 - June 2004
Lehman Brothers January 1999 - August 2000
Education
Denison University 1992 — 1996
Laura Randolph Laura Randolph's Lehman Brothers Experience July 2005 - August 2008
Job Senior Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management July 2010 - Present
Goldman Sachs May 2009 - August 2009
Lehman Brothers July 2005 - August 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA
Dartmouth College 2001 — 2005
B.A., Economics Major, Studio Art Minor
Oaktree Capital Management July 2010 - Present
Goldman Sachs May 2009 - August 2009
Lehman Brothers July 2005 - August 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA
Dartmouth College 2001 — 2005
B.A., Economics Major, Studio Art Minor
Robert Bumpers Robert Bumpers's Lehman Brothers Experience May 2002 - June 2004
Job Vice President at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. April 2010 - Present
Intelligent Generation LLC May 2009 - April 2010
Superfund Asset Management June 2004 - November 2008
Lehman Brothers May 2002 - June 2004
USA Trading October 2000 - May 2002
David J. Ryan, Chicago Board of Trade March 1999 - October 2000
John Bolero and Gene Beale, Chicago Board of Trade October 1995 - March 1999
Skills
Commodity Markets, Securitization, Trading Systems, Electronic Trading, FX trading, Technical Analysis, Bloomberg, Operations Management, Fundamental Analysis, Critical Thinking, Crisis Management, Trading Strategies, Team Leadership, Microsoft Technologies, Futures, Trading, Derivatives, Proprietary Trading, Commodity, Equities, Options, Asset Managment, Risk Management, Bloomberg Terminal, Automated Software..., Traders, Hedge Funds, Arbitrage, Financial Markets, FX Options, Hedging, Capital Markets, Fixed Income, Asset Management, Currency, Portfolio Management, Bonds, Alternative Investments, Swaps, Foreign Exchange, Equity Derivatives, Series 7, Equity Trading, Interest Rate..., ETFs, Series 63, Managed Futures, Market Data, Structured Products, Market Making
Education
DePaul University
Finance, Magna Cum Laude, Finance
Mizuho Securities USA Inc. April 2010 - Present
Intelligent Generation LLC May 2009 - April 2010
Superfund Asset Management June 2004 - November 2008
Lehman Brothers May 2002 - June 2004
USA Trading October 2000 - May 2002
David J. Ryan, Chicago Board of Trade March 1999 - October 2000
John Bolero and Gene Beale, Chicago Board of Trade October 1995 - March 1999
Skills
Commodity Markets, Securitization, Trading Systems, Electronic Trading, FX trading, Technical Analysis, Bloomberg, Operations Management, Fundamental Analysis, Critical Thinking, Crisis Management, Trading Strategies, Team Leadership, Microsoft Technologies, Futures, Trading, Derivatives, Proprietary Trading, Commodity, Equities, Options, Asset Managment, Risk Management, Bloomberg Terminal, Automated Software..., Traders, Hedge Funds, Arbitrage, Financial Markets, FX Options, Hedging, Capital Markets, Fixed Income, Asset Management, Currency, Portfolio Management, Bonds, Alternative Investments, Swaps, Foreign Exchange, Equity Derivatives, Series 7, Equity Trading, Interest Rate..., ETFs, Series 63, Managed Futures, Market Data, Structured Products, Market Making
Education
DePaul University
Finance, Magna Cum Laude, Finance
Jasper James JJ Chen, MD Jasper James JJ Chen, MD's Lehman Brothers Experience June 2002 - August 2002
Job Resident Physician at Dartmouth Hitchcock Medical Center
Industry Hospital & Health Care
Experience
Dartmouth-Hitchcock Medical Center June 2009 - Present
Dartmouth-Hitchcock Medical Center June 2007 - June 2009
University of Washington School of Medicine May 2004 - August 2004
Harborview Medical Center May 2004 - August 2004
Lehman Brothers June 2002 - August 2002
University of London January 2001 - January 2002
Prep-Me Corporation January 2001 - January 2002
Health Care MBAs January 2000 - January 2002
Genzyme Corporation June 2001 - September 2001
NeuroSense, Ltd January 2001 - May 2001
Education
University of Washington School of Medicine
Doctor, Medicine
London School of Economics
Master of Science, Public Policy
London School of Economics and London School of Hygiene & Tropical Medicine 2001 — 2003
Master of Science, Health Policy, Planning, and Finance
University of Oxford, Saïd Business School
Master, Business Administration
Massachusetts Institute of Technology 1996 — 2000
B.Sc., B.Sc., Linguistics & Philosophy; Brain & Cognitive Sciences
Massachusetts Institute of Technology (MIT)
Bachelor of Science; Bachelor of Science, Linguistics and Philosophy; Brain and Cognitive Sciences
Dartmouth College
Dartmouth-Hitchcock Medical Center June 2009 - Present
Dartmouth-Hitchcock Medical Center June 2007 - June 2009
University of Washington School of Medicine May 2004 - August 2004
Harborview Medical Center May 2004 - August 2004
Lehman Brothers June 2002 - August 2002
University of London January 2001 - January 2002
Prep-Me Corporation January 2001 - January 2002
Health Care MBAs January 2000 - January 2002
Genzyme Corporation June 2001 - September 2001
NeuroSense, Ltd January 2001 - May 2001
Education
University of Washington School of Medicine
Doctor, Medicine
London School of Economics
Master of Science, Public Policy
London School of Economics and London School of Hygiene & Tropical Medicine 2001 — 2003
Master of Science, Health Policy, Planning, and Finance
University of Oxford, Saïd Business School
Master, Business Administration
Massachusetts Institute of Technology 1996 — 2000
B.Sc., B.Sc., Linguistics & Philosophy; Brain & Cognitive Sciences
Massachusetts Institute of Technology (MIT)
Bachelor of Science; Bachelor of Science, Linguistics and Philosophy; Brain and Cognitive Sciences
Dartmouth College
Rakshit Pandey Rakshit Pandey's Lehman Brothers Experience March 2008 - October 2009
Job Analyst at D.E. Shaw & Co. L.P.
Industry Financial Services
Experience
D.E. Shaw & Co. L.P. October 2009 - Present
Lehman Brothers March 2008 - October 2009
GlaxoSmithKline 2006 - 2006
Unilever PLC 2002 - 2005
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Private Equity, Corporate Finance, Capital Markets, Equities, Equity Research, Hedge Funds, Due Diligence, Financial Analysis, Bloomberg, Portfolio Management, Emerging Markets, Derivatives
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, General
Delhi Public School - R. K. Puram
Delhi University
BA, Economics
XLRI Jamshedpur
Masters, Finance
D.E. Shaw & Co. L.P. October 2009 - Present
Lehman Brothers March 2008 - October 2009
GlaxoSmithKline 2006 - 2006
Unilever PLC 2002 - 2005
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Private Equity, Corporate Finance, Capital Markets, Equities, Equity Research, Hedge Funds, Due Diligence, Financial Analysis, Bloomberg, Portfolio Management, Emerging Markets, Derivatives
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, General
Delhi Public School - R. K. Puram
Delhi University
BA, Economics
XLRI Jamshedpur
Masters, Finance
Jim Mello, CIC, LUTCF's Lehman Brothers Experience 2005 - 2009
Job Client Advisor at Iron Ridge Insurance Services
Industry Insurance
Experience
Iron Ridge Insurance Services 2015 - Present
Gerson Lehrman Group May 2008 - Present
Ohio National Financial Services May 1998 - Present
E F Bishop Group 2011 - 2015
Allstate Benefits 2009 - 2011
Lehman Brothers 2005 - 2009
Thorp & Trainer Insurance Agency 1998 - 2004
MetLife 1990 - 1998
Skills
Health Insurance, Underwriting, Employee Benefits, Insurance, Management, Disability Insurance, Sales, Long-term Care, Marketing, Investments, New Business Development, Risk Management, Training, Brokers, Budgets, Customer Retention, Sales Operations, Loans, Term Life Insurance, Mortgage Lending, Life Insurance, Marketing Strategy, Business Planning, Sales Presentations, Mergers & Acquisitions, Finance, Executive Management
Education
American College 1996 — 1998
University of Rhode Island 1982 — 1986
Bachelor’s Degree
Bishop Hendricken 1978 — 1982
College Prep
Dartmouth College
Estate and Business Planning
Iron Ridge Insurance Services 2015 - Present
Gerson Lehrman Group May 2008 - Present
Ohio National Financial Services May 1998 - Present
E F Bishop Group 2011 - 2015
Allstate Benefits 2009 - 2011
Lehman Brothers 2005 - 2009
Thorp & Trainer Insurance Agency 1998 - 2004
MetLife 1990 - 1998
Skills
Health Insurance, Underwriting, Employee Benefits, Insurance, Management, Disability Insurance, Sales, Long-term Care, Marketing, Investments, New Business Development, Risk Management, Training, Brokers, Budgets, Customer Retention, Sales Operations, Loans, Term Life Insurance, Mortgage Lending, Life Insurance, Marketing Strategy, Business Planning, Sales Presentations, Mergers & Acquisitions, Finance, Executive Management
Education
American College 1996 — 1998
University of Rhode Island 1982 — 1986
Bachelor’s Degree
Bishop Hendricken 1978 — 1982
College Prep
Dartmouth College
Estate and Business Planning
Nancy Elder Nancy Elder's Lehman Brothers Experience 1992 - 1996
Job Director of Special Events at Lake Geneva Convention and Visitors Bureau
Industry Events Services
Experience
Lake Geneva Convention and Visitors Bureau July 2015 - Present
Pathway to Adventure January 2015 - June 2015
Pathway to Adventure Council June 2014 - January 2015
Three Fires Council June 2007 - December 2013
Wilton Industries 2005 - 2007
Upper Crust Inc. 2001 - December 2005
AD/Solutions Group, Inc. 2000 - 2001
Center for Speech and Language Disorders 1998 - 2000
CSC - Computer Sciences Corporation 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Fundraising, Public Relations, Marketing, Leadership, Data Analysis, Sponsorship, Program Management, Product Development, Negotiation, Sales, Event Planning, Event Management, Community Outreach, Email Marketing, Strategic Planning, Press Releases, Social Networking, Team Building, Advertising, Strategy, Management, Customer Service, Direct Marketing, Social Media Marketing, Public Speaking, Budgets, Online Marketing, Newsletters, Project Management, CRM, Marketing Strategy, Volunteer Management, Marketing Communications, Recruiting, Non-profits, Media Relations, Social Media, Nonprofits, Leadership Development, Strategic Communications, Analysis, Research, Proposal Writing, Community Development, Market Planning, Training, Business Development
Education
NACC LEADERSHIP INSTITUTE CERTIFICATE 2007 — 2008
Certificate, Leadership
DePaul University
Center for Professional Development
Lake Geneva Convention and Visitors Bureau July 2015 - Present
Pathway to Adventure January 2015 - June 2015
Pathway to Adventure Council June 2014 - January 2015
Three Fires Council June 2007 - December 2013
Wilton Industries 2005 - 2007
Upper Crust Inc. 2001 - December 2005
AD/Solutions Group, Inc. 2000 - 2001
Center for Speech and Language Disorders 1998 - 2000
CSC - Computer Sciences Corporation 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Fundraising, Public Relations, Marketing, Leadership, Data Analysis, Sponsorship, Program Management, Product Development, Negotiation, Sales, Event Planning, Event Management, Community Outreach, Email Marketing, Strategic Planning, Press Releases, Social Networking, Team Building, Advertising, Strategy, Management, Customer Service, Direct Marketing, Social Media Marketing, Public Speaking, Budgets, Online Marketing, Newsletters, Project Management, CRM, Marketing Strategy, Volunteer Management, Marketing Communications, Recruiting, Non-profits, Media Relations, Social Media, Nonprofits, Leadership Development, Strategic Communications, Analysis, Research, Proposal Writing, Community Development, Market Planning, Training, Business Development
Education
NACC LEADERSHIP INSTITUTE CERTIFICATE 2007 — 2008
Certificate, Leadership
DePaul University
Center for Professional Development
Kristopher Koka Kristopher Koka's Lehman Brothers Experience June 2003 - August 2003
Job Analyst at Eminence Capital
Industry Financial Services
Experience
Eminence Capital January 2008 - Present
Hill Street Capital LLC June 2004 - January 2008
Lehman Brothers June 2003 - August 2003
Education
Dartmouth College 2000 — 2004
Eminence Capital January 2008 - Present
Hill Street Capital LLC June 2004 - January 2008
Lehman Brothers June 2003 - August 2003
Education
Dartmouth College 2000 — 2004
Burdin Hickok Burdin Hickok's Lehman Brothers Experience 1997 - 2003
Job Senior Global Investment Strategist, Strategic Asset Allocation.Commodities, Oil & Gas Consultant, CNBC Contributor
Industry Investment Management
Experience
Tigress Financial Partners, LLC July 2013 - February 2014
U.S. Department of State, US Embassy; Kirkuk PRT, IRAQ May 2008 - April 2011
Euromoney Institutional Investor 2004 - 2005
Lehman Brothers 1997 - 2003
Bankers Trust 1996 - 1997
Fairfield Research Corp 1990 - 1996
UBS Securities Co., Ltd/Swiss Bank Corp 1987 - 1990
Skills
Economic Development, Government, Capital Markets, Leadership, Economics, Risk Management, Business Strategy, International Relations, Strategic Planning, Program Management, Investment Banking, Financial Analysis, Governance, Business Development, Public Speaking, Banking, Data Analysis, Politics, Investments, Management, Nonprofits, New Business Development, Negotiation, Program Evaluation, Project Management, Team Leadership, Post-conflict..., International Political..., International Business, Team Building, Leadership Development, Change Management, Microsoft Excel, U.S. foreign policy, Interest Rate..., Global Affairs, Team Management, Coaching, Key Account Management, Quality Assurance, Microsoft Office, Qualitative Research, Partnerships, Global Partnerships, Client Relationship..., Excel, Quantitative, Middle East Politics, Oil & Gas Industry, Oil & Gas Exploration
Education
Denison University
BA, Political Science, International Economic Development, Middle East Conflict
University of Virginia
completed coursework towards Masters of Arts in International Political Economy, Graduate studies in International Political Economy, International Political Theory
Tigress Financial Partners, LLC July 2013 - February 2014
U.S. Department of State, US Embassy; Kirkuk PRT, IRAQ May 2008 - April 2011
Euromoney Institutional Investor 2004 - 2005
Lehman Brothers 1997 - 2003
Bankers Trust 1996 - 1997
Fairfield Research Corp 1990 - 1996
UBS Securities Co., Ltd/Swiss Bank Corp 1987 - 1990
Skills
Economic Development, Government, Capital Markets, Leadership, Economics, Risk Management, Business Strategy, International Relations, Strategic Planning, Program Management, Investment Banking, Financial Analysis, Governance, Business Development, Public Speaking, Banking, Data Analysis, Politics, Investments, Management, Nonprofits, New Business Development, Negotiation, Program Evaluation, Project Management, Team Leadership, Post-conflict..., International Political..., International Business, Team Building, Leadership Development, Change Management, Microsoft Excel, U.S. foreign policy, Interest Rate..., Global Affairs, Team Management, Coaching, Key Account Management, Quality Assurance, Microsoft Office, Qualitative Research, Partnerships, Global Partnerships, Client Relationship..., Excel, Quantitative, Middle East Politics, Oil & Gas Industry, Oil & Gas Exploration
Education
Denison University
BA, Political Science, International Economic Development, Middle East Conflict
University of Virginia
completed coursework towards Masters of Arts in International Political Economy, Graduate studies in International Political Economy, International Political Theory
Garry Albrecht Garry Albrecht's Lehman Brothers Experience May 1988 - October 1994
Job Teacher / Trainer
Industry Education Management
Experience
Chicago Public Schools May 2004 - Present
Lehman Brothers May 1988 - October 1994
Merrill Lynch July 1980 - July 1988
Education
DePaul University 1995 — 2004
Bachelor of Arts, Communication and Elementary Education
Brother Rice High School 1969 — 1973
St. Linus Elementary School 1961 — 1969
Chicago Public Schools May 2004 - Present
Lehman Brothers May 1988 - October 1994
Merrill Lynch July 1980 - July 1988
Education
DePaul University 1995 — 2004
Bachelor of Arts, Communication and Elementary Education
Brother Rice High School 1969 — 1973
St. Linus Elementary School 1961 — 1969
Gautam Kakodkar's Lehman Brothers Experience 2005 - 2008
Job Principal / Managing Director, Investment Management
Industry Investment Management
Experience
GridCo Storage Capital LLC August 2015 - Present
Aerea Digital Energy Resources LLC August 2015 - Present
Churchgate Capital Management, LLC 2012 - Present
Barclays Capital 2008 - 2012
Lehman Brothers 2005 - 2008
Education
Tuck School of Business at Dartmouth 2004 — 2006
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2001 — 2002
Master's Degree
Dartmouth College 1993 — 1997
Bachelor's Degree
GridCo Storage Capital LLC August 2015 - Present
Aerea Digital Energy Resources LLC August 2015 - Present
Churchgate Capital Management, LLC 2012 - Present
Barclays Capital 2008 - 2012
Lehman Brothers 2005 - 2008
Education
Tuck School of Business at Dartmouth 2004 — 2006
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 2001 — 2002
Master's Degree
Dartmouth College 1993 — 1997
Bachelor's Degree
Sugun Kapoor's Lehman Brothers Experience October 1998 - September 2002
Job
Industry Banking
Experience
Capco August 2015 - Present
Wells Fargo Securities January 2008 - August 2015
Citigroup Inc September 2002 - January 2008
Lehman Brothers October 1998 - September 2002
Swiss Bank Corp April 1998 - October 1998
Bankers Trust July 1993 - April 1998
Skills
Equities, Equity Derivatives, Securities, Middle Office, Derivatives, Financial Risk, Market Risk, Capital Markets, Investments
Education
Pace University 1991 — 1993
MBA
Delhi University 1986 — 1989
B Com-Honors
MNSS Rai 1984 — 1986
High School
St Xaviers, Nashik
Capco August 2015 - Present
Wells Fargo Securities January 2008 - August 2015
Citigroup Inc September 2002 - January 2008
Lehman Brothers October 1998 - September 2002
Swiss Bank Corp April 1998 - October 1998
Bankers Trust July 1993 - April 1998
Skills
Equities, Equity Derivatives, Securities, Middle Office, Derivatives, Financial Risk, Market Risk, Capital Markets, Investments
Education
Pace University 1991 — 1993
MBA
Delhi University 1986 — 1989
B Com-Honors
MNSS Rai 1984 — 1986
High School
St Xaviers, Nashik
Larry Schiffer's Lehman Brothers Experience 1993 - 1996
Job
Industry Information Technology and Services
Experience
Wells Fargo Corporate Finance November 2012 - Present
Mellon Capital Management January 2012 - October 2012
Wells Fargo January 2011 - February 2012
Gracenote, Inc. December 2009 - September 2010
EC Wise 2004 - August 2009
Providian Financial 2001 - 2003
Fair Isaac 2000 - 2001
Risk Management Technology 1996 - 2000
Lehman Brothers 1993 - 1996
Chemical Bank 1989 - 1991
Skills
Fixed Income, Capital Markets, Trading, Analysis, Treasury Management, Options, Databases, Swaps, Treasury, Money Market, Foreign Exchange, Business Analysis
Education
Indiana University Bloomington 1979 — 1981
MPA
Denison University 1975 — 1979
BA
Wells Fargo Corporate Finance November 2012 - Present
Mellon Capital Management January 2012 - October 2012
Wells Fargo January 2011 - February 2012
Gracenote, Inc. December 2009 - September 2010
EC Wise 2004 - August 2009
Providian Financial 2001 - 2003
Fair Isaac 2000 - 2001
Risk Management Technology 1996 - 2000
Lehman Brothers 1993 - 1996
Chemical Bank 1989 - 1991
Skills
Fixed Income, Capital Markets, Trading, Analysis, Treasury Management, Options, Databases, Swaps, Treasury, Money Market, Foreign Exchange, Business Analysis
Education
Indiana University Bloomington 1979 — 1981
MPA
Denison University 1975 — 1979
BA
Ryan McClellan's Lehman Brothers Experience July 2000 - September 2008
Job Senior Vice President, UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management September 2008 - Present
Lehman Brothers July 2000 - September 2008
Education
UCLA Anderson School of Management
MBA, Finance
University of Southern California
BS, Business Administration
Davidson College
UBS Private Wealth Management September 2008 - Present
Lehman Brothers July 2000 - September 2008
Education
UCLA Anderson School of Management
MBA, Finance
University of Southern California
BS, Business Administration
Davidson College
Peter A. Fowler's Lehman Brothers Experience June 1983 - September 1983
Job
Industry Investment Banking
Experience
Greensill Capital August 2014 - Present
Headlands Capital, Inc. September 2001 - Present
Credit Suisse First Boston 1984 - 2001
Lehman Brothers June 1983 - September 1983
Merrill Lynch & Co. August 1980 - August 1982
Skills
Corporate Finance, Mergers, Investment Banking, Business Strategy, Due Diligence, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Strategy, Hedge Funds, Finance, Executive Management, Restructuring, Asset Management, Financial Services, Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Episcopal Academy 1970 — 1976
Greensill Capital August 2014 - Present
Headlands Capital, Inc. September 2001 - Present
Credit Suisse First Boston 1984 - 2001
Lehman Brothers June 1983 - September 1983
Merrill Lynch & Co. August 1980 - August 1982
Skills
Corporate Finance, Mergers, Investment Banking, Business Strategy, Due Diligence, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Strategy, Hedge Funds, Finance, Executive Management, Restructuring, Asset Management, Financial Services, Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA
Dartmouth College 1976 — 1980
BA
Episcopal Academy 1970 — 1976
Paul Schned's Lehman Brothers Experience June 2003 - June 2005
Job M&A, Private Equity
Industry Venture Capital & Private Equity
Experience
Tyco Electronics January 2010 - August 2012
New Energy Capital June 2008 - August 2008
Lyme Timber Company June 2007 - August 2007
FdG Associates July 2005 - July 2007
Lehman Brothers June 2003 - June 2005
Skills
Private Equity, Financial Modeling, Valuation, Venture Capital, Due Diligence, Corporate Development, Corporate Finance, Mergers, M&A experience, Investment Banking, Capital Markets, Financial Analysis, Equities, Business Strategy, Investments, LBO, Competitive Analysis, Strategy, Emerging Markets, Divestitures
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
Dartmouth College 1999 — 2003
BA, Economics
Tyco Electronics January 2010 - August 2012
New Energy Capital June 2008 - August 2008
Lyme Timber Company June 2007 - August 2007
FdG Associates July 2005 - July 2007
Lehman Brothers June 2003 - June 2005
Skills
Private Equity, Financial Modeling, Valuation, Venture Capital, Due Diligence, Corporate Development, Corporate Finance, Mergers, M&A experience, Investment Banking, Capital Markets, Financial Analysis, Equities, Business Strategy, Investments, LBO, Competitive Analysis, Strategy, Emerging Markets, Divestitures
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
Dartmouth College 1999 — 2003
BA, Economics
Lubna Ammar's Lehman Brothers Experience July 2001 - March 2007
Job at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company October 2013 - Present
McKinsey & Company September 2009 - September 2013
South Bronx Classical Charter School October 2004 - September 2009
LMA Advisory June 2007 - August 2009
Lehman Brothers July 2001 - March 2007
Education
Dartmouth College 1997 — 2001
Psychology and Economics
McKinsey & Company October 2013 - Present
McKinsey & Company September 2009 - September 2013
South Bronx Classical Charter School October 2004 - September 2009
LMA Advisory June 2007 - August 2009
Lehman Brothers July 2001 - March 2007
Education
Dartmouth College 1997 — 2001
Psychology and Economics
Mohit Juneja's Lehman Brothers Experience April 2007 - September 2008
Job Sr. Project Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2010 - Present
Amar Shakti July 2008 - Present
Crédit Agricole CIB June 2014 - December 2014
Deutsche Bank September 2008 - April 2010
Lehman Brothers April 2007 - September 2008
Goldman Sachs February 2004 - April 2007
A.M.Enterprises September 2002 - January 2004
Skills
Business Analysis, Data Analysis, Software Project..., Risk Management, Project Management, Process Improvement, Capital Markets, Equities, Management, Portfolio Management, Trading Systems, SDLC, Derivatives, Fixed Income, Trading, Unix, Requirements Analysis, Analysis, User Acceptance Testing, SQL, Investment Banking
Education
IESE Business School - University of Navarra 2014 — 2014
Course Credit, Critical Perspectives on Management
NLP Center of New York, NY 2014 — 2014
NLP Practitioner, Business Coaching
University of Toronto 2013 — 2013
Statistical Science, Statistics
Delhi University 1998 — 2002
BIS, Computer Science
Delhi University
Green Fields Public School
Credit Suisse April 2010 - Present
Amar Shakti July 2008 - Present
Crédit Agricole CIB June 2014 - December 2014
Deutsche Bank September 2008 - April 2010
Lehman Brothers April 2007 - September 2008
Goldman Sachs February 2004 - April 2007
A.M.Enterprises September 2002 - January 2004
Skills
Business Analysis, Data Analysis, Software Project..., Risk Management, Project Management, Process Improvement, Capital Markets, Equities, Management, Portfolio Management, Trading Systems, SDLC, Derivatives, Fixed Income, Trading, Unix, Requirements Analysis, Analysis, User Acceptance Testing, SQL, Investment Banking
Education
IESE Business School - University of Navarra 2014 — 2014
Course Credit, Critical Perspectives on Management
NLP Center of New York, NY 2014 — 2014
NLP Practitioner, Business Coaching
University of Toronto 2013 — 2013
Statistical Science, Statistics
Delhi University 1998 — 2002
BIS, Computer Science
Delhi University
Green Fields Public School
Ravindra Saxena's Lehman Brothers Experience August 2007 - September 2008
Job Head Global Reference Data at Millennium Partners
Industry Financial Services
Experience
Millennium Partners January 2013 - Present
Nomura Securities June 2010 - January 2013
Barclays Capital September 2008 - June 2010
Lehman Brothers August 2007 - September 2008
Merrill Lynch May 2006 - August 2007
Morgan Stanley 2000 - 2006
Skills
Reference Data, Equities, Market Data, Electronic Trading, Trading, Fixed Income, Compliance, Program Management, Business Intelligence, Capital Markets, Data Management, Data Governance, Investment Banking, IT Strategy, Data Quality, Application Architecture, Data Warehousing, Data Modeling, Analytics, Vendor Management, Regulatory Requirements, Surveillance, KDB+, Sybase, Perl, Java, ETL, Securities, Master Data Management, Cross Functional..., Bloomberg Data License, Middle Office, Low Latency, Financial Services, Derivatives, Trading Systems
Education
Dayalbagh Educational Institute 1988 — 1992
Masters, Software Development, Mathematics
Millennium Partners January 2013 - Present
Nomura Securities June 2010 - January 2013
Barclays Capital September 2008 - June 2010
Lehman Brothers August 2007 - September 2008
Merrill Lynch May 2006 - August 2007
Morgan Stanley 2000 - 2006
Skills
Reference Data, Equities, Market Data, Electronic Trading, Trading, Fixed Income, Compliance, Program Management, Business Intelligence, Capital Markets, Data Management, Data Governance, Investment Banking, IT Strategy, Data Quality, Application Architecture, Data Warehousing, Data Modeling, Analytics, Vendor Management, Regulatory Requirements, Surveillance, KDB+, Sybase, Perl, Java, ETL, Securities, Master Data Management, Cross Functional..., Bloomberg Data License, Middle Office, Low Latency, Financial Services, Derivatives, Trading Systems
Education
Dayalbagh Educational Institute 1988 — 1992
Masters, Software Development, Mathematics
Michelle Leicht's Lehman Brothers Experience June 1999 - January 2004
Job COO/CBO at Wes Gordon, LLC
Industry Apparel & Fashion
Experience
Wes Gordon, LLC January 2011 - Present
Capricorn Design, Ltd. 2008 - 2009
Derek Lam Company January 2005 - January 2008
Lehman Brothers June 1999 - January 2004
Skills
Trend Analysis, Fashion, Fashion Shows, Apparel, Fashion Design, Fashion Illustration, Merchandising, Retail, Styling, Textiles, Trend, Visual Merchandising, Draping, Sewing, Social Media, Trend Forecasting
Education
Dartmouth College 1995 — 1999
Bachelorâs Degree, Economics, Music
Parsons School of Design 2004 — 2005
AAS, Fashion Design
Wes Gordon, LLC January 2011 - Present
Capricorn Design, Ltd. 2008 - 2009
Derek Lam Company January 2005 - January 2008
Lehman Brothers June 1999 - January 2004
Skills
Trend Analysis, Fashion, Fashion Shows, Apparel, Fashion Design, Fashion Illustration, Merchandising, Retail, Styling, Textiles, Trend, Visual Merchandising, Draping, Sewing, Social Media, Trend Forecasting
Education
Dartmouth College 1995 — 1999
Bachelorâs Degree, Economics, Music
Parsons School of Design 2004 — 2005
AAS, Fashion Design
Diane Chester's Lehman Brothers Experience November 1998 - September 2008
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2012 - Present
Kinetix Trading Solutions December 2011 - April 2012
GlobeOp Financial Services December 2009 - June 2011
Barclays Capital September 2008 - January 2009
Lehman Brothers November 1998 - September 2008
Skills
Trading Systems, Derivatives, Credit Derivatives, Fixed Income, Capital Markets, Prime Brokerage, Sybase, Investment Banking, Interest Rate..., Equities, Middle Office, Equity Derivatives, Market Data, Hedge Funds, Bloomberg, Electronic Trading, Low Latency, Trading, Swaps, Business Analysis, Program Management, Market Risk, Risk Systems
Education
Dartmouth College
Duke University
JPMorgan Chase December 2012 - Present
Kinetix Trading Solutions December 2011 - April 2012
GlobeOp Financial Services December 2009 - June 2011
Barclays Capital September 2008 - January 2009
Lehman Brothers November 1998 - September 2008
Skills
Trading Systems, Derivatives, Credit Derivatives, Fixed Income, Capital Markets, Prime Brokerage, Sybase, Investment Banking, Interest Rate..., Equities, Middle Office, Equity Derivatives, Market Data, Hedge Funds, Bloomberg, Electronic Trading, Low Latency, Trading, Swaps, Business Analysis, Program Management, Market Risk, Risk Systems
Education
Dartmouth College
Duke University
Shane Miller's Lehman Brothers Experience 1998 - 2001
Job Director of Marketing North America at 3i Debt Management U.S.
Industry Investment Management
Experience
3i Debt Management U.S. (3i Group plc) August 2014 - Present
Angelo, Gordon & Co. October 2008 - August 2014
Bear Stearns February 2005 - June 2008
Lehman Brothers 1998 - 2001
Skills
Portfolio Management, Asset Allocation, Fixed Income, Hedge Funds, Private Equity, Equities, Investments, Alternative Investments, Equity Research, Investment Banking, Marketing, Structured Finance, Leveraged Finance, Real Estate, Due Diligence
Education
Hamilton College 1994 — 1998
B.A., English Literature/Studio Art
Lorenzo de' Medici (Florence, Italy) 1997 — 1997
Semester Program, Studio Art/Art History
Deerfield Academy 1993 — 1994
3i Debt Management U.S. (3i Group plc) August 2014 - Present
Angelo, Gordon & Co. October 2008 - August 2014
Bear Stearns February 2005 - June 2008
Lehman Brothers 1998 - 2001
Skills
Portfolio Management, Asset Allocation, Fixed Income, Hedge Funds, Private Equity, Equities, Investments, Alternative Investments, Equity Research, Investment Banking, Marketing, Structured Finance, Leveraged Finance, Real Estate, Due Diligence
Education
Hamilton College 1994 — 1998
B.A., English Literature/Studio Art
Lorenzo de' Medici (Florence, Italy) 1997 — 1997
Semester Program, Studio Art/Art History
Deerfield Academy 1993 — 1994
Fanny Chang's Lehman Brothers Experience March 2007 - September 2009
Job Seniro Software Egineer at Health Resources Aliance
Industry Investment Management
Experience
Health Resources Aliance February 2013 - Present
Neuberger Berman March 2007 - February 2013
Lehman Brothers March 2007 - September 2009
Northern Trust March 2005 - March 2007
Skills
Data Warehousing, SDLC, Unix, Agile Methodologies, SQL, Java
Education
DePaul University 2000 — 2003
Master's degree, Computer Science
University of Illinois at Chicago 1996 — 1999
Bachelor's degree, Computer Science
Health Resources Aliance February 2013 - Present
Neuberger Berman March 2007 - February 2013
Lehman Brothers March 2007 - September 2009
Northern Trust March 2005 - March 2007
Skills
Data Warehousing, SDLC, Unix, Agile Methodologies, SQL, Java
Education
DePaul University 2000 — 2003
Master's degree, Computer Science
University of Illinois at Chicago 1996 — 1999
Bachelor's degree, Computer Science
Jason Roelke's Lehman Brothers Experience April 2002 - October 2008
Job MD at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company October 2008 - Present
Lehman Brothers April 2002 - October 2008
Citi 1996 - 2002
Education
Dartmouth College 1991 — 1995
BA, English
Jefferies & Company October 2008 - Present
Lehman Brothers April 2002 - October 2008
Citi 1996 - 2002
Education
Dartmouth College 1991 — 1995
BA, English
Yvonne Collier's Lehman Brothers Experience October 2003 - February 2005
Job Distribution Manager at Electec Norcal Sales
Industry Semiconductors
Experience
Electec Norcal December 2007 - Present
Indymac Bank February 2005 - November 2007
Lehman Brothers October 2003 - February 2005
Future Electronics January 1995 - March 2003
Education
De Anza College 1987 — 1989
Associates, Liberal Arts
Electec Norcal December 2007 - Present
Indymac Bank February 2005 - November 2007
Lehman Brothers October 2003 - February 2005
Future Electronics January 1995 - March 2003
Education
De Anza College 1987 — 1989
Associates, Liberal Arts
Kevin Vassily's Lehman Brothers Experience 1998 - 2000
Job Director of Research at Pacific Epoch
Industry Investment Banking
Experience
Pacific Epoch November 2011 - Present
Pacific Crest Securities May 2007 - November 2011
Susquehanna International Group 2003 - 2007
Thomas Weisel Partners 2001 - 2003
Garage Technology Ventures 2000 - 2001
Lehman Brothers 1998 - 2000
Applied Materials 1995 - 1997
Skills
Equity Research, Investments, Financial Modeling, Valuation, Venture Capital, Hedge Funds, Strategy, Equities, Private Equity, Mergers & Acquisitions, Start-ups, Investment Banking, Capital Markets, Business Development, Bloomberg
Education
Denison University
The Tuck School of Business at Dartmouth
Pacific Epoch November 2011 - Present
Pacific Crest Securities May 2007 - November 2011
Susquehanna International Group 2003 - 2007
Thomas Weisel Partners 2001 - 2003
Garage Technology Ventures 2000 - 2001
Lehman Brothers 1998 - 2000
Applied Materials 1995 - 1997
Skills
Equity Research, Investments, Financial Modeling, Valuation, Venture Capital, Hedge Funds, Strategy, Equities, Private Equity, Mergers & Acquisitions, Start-ups, Investment Banking, Capital Markets, Business Development, Bloomberg
Education
Denison University
The Tuck School of Business at Dartmouth
Rick Sheridan's Lehman Brothers Experience 1994 - 1996
Job Communications Director, Seattle Department of Transportation
Industry Public Relations and Communications
Experience
Seattle Department of Transportation December 2007 - Present
Business Transformation Agency 2006 - 2007
Building Owners and Managers Assn. (BOMA) 2003 - 2005
US Army 2002 - 2003
Building Owners and Managers Assn. (BOMA) 1996 - 2002
Lehman Brothers 1994 - 1996
Skills
Strategic Communications, Media Relations, Government, Crisis Communications, Public Relations, Community Outreach, Public Speaking, Social Media, Crisis Management, Internal Communications, Strategic Planning, Public Affairs, Press Releases, Policy Analysis, Editing, Strategy, Public Policy, Leadership, Marketing Communications, Blogging, Policy
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
Davidson College 1985 — 1989
BA, History
Seattle Department of Transportation December 2007 - Present
Business Transformation Agency 2006 - 2007
Building Owners and Managers Assn. (BOMA) 2003 - 2005
US Army 2002 - 2003
Building Owners and Managers Assn. (BOMA) 1996 - 2002
Lehman Brothers 1994 - 1996
Skills
Strategic Communications, Media Relations, Government, Crisis Communications, Public Relations, Community Outreach, Public Speaking, Social Media, Crisis Management, Internal Communications, Strategic Planning, Public Affairs, Press Releases, Policy Analysis, Editing, Strategy, Public Policy, Leadership, Marketing Communications, Blogging, Policy
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
Davidson College 1985 — 1989
BA, History
Pierre Ellis's Lehman Brothers Experience February 1987 - September 1996
Job Senior Managing Director at Decision Economics
Industry Research
Experience
Decision Economics September 1996 - Present
Lehman Brothers February 1987 - September 1996
The Chase Manhattan Bank October 1983 - February 1987
Skills
Economics, Emerging Markets, Econometrics, Financial Markets, Fixed Income, Macroeconomics, Hedge Funds, Bloomberg, Capital Markets, Equities, Valuation
Education
The University of Chicago 1974 — 1985
Ph.D, Economics
Dartmouth College 1970 — 1974
AB, Economics
Decision Economics September 1996 - Present
Lehman Brothers February 1987 - September 1996
The Chase Manhattan Bank October 1983 - February 1987
Skills
Economics, Emerging Markets, Econometrics, Financial Markets, Fixed Income, Macroeconomics, Hedge Funds, Bloomberg, Capital Markets, Equities, Valuation
Education
The University of Chicago 1974 — 1985
Ph.D, Economics
Dartmouth College 1970 — 1974
AB, Economics
Ruchi Airon's Lehman Brothers Experience 2006 - 2006
Job Senior IT Audit Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2011 - Present
Alliance Bernstein LP September 2007 - March 2011
Alliance Bernstein LP May 2007 - September 2007
Lehman Brothers 2006 - 2006
Skills
CISA, Operational Risk..., Internal Audit, IT Audit, Fixed Income, Enterprise Risk..., Auditing, Internal Controls, Business Analysis, Derivatives
Education
Pace University 2005 — 2008
MBA, Information Systems
DOEACC 2000 — 2005
Delhi University 2000 — 2003
Bachelor of Arts, English
Gyan Bharati School 1998 — 2000
High School
New Era Public School
Credit Suisse March 2011 - Present
Alliance Bernstein LP September 2007 - March 2011
Alliance Bernstein LP May 2007 - September 2007
Lehman Brothers 2006 - 2006
Skills
CISA, Operational Risk..., Internal Audit, IT Audit, Fixed Income, Enterprise Risk..., Auditing, Internal Controls, Business Analysis, Derivatives
Education
Pace University 2005 — 2008
MBA, Information Systems
DOEACC 2000 — 2005
Delhi University 2000 — 2003
Bachelor of Arts, English
Gyan Bharati School 1998 — 2000
High School
New Era Public School
Fernando Mireles's Lehman Brothers Experience December 1997 - September 2008
Job AVP Securitized Products Sales Assistant
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers December 1997 - September 2008
UBS July 1996 - December 1997
Salomon Brothers (Citigroup) September 1986 - July 1996
Skills
Bloomberg, Fixed Income, Series 7, Trading Systems, Capital Markets, Derivatives, Financial Modeling, Trading, Risk Management, Investment Banking, Data Analysis, Financial Analysis, Mutual Funds, Hedge Funds, Asset Management, Interest Rate..., Equities, SQL, Options, Portfolio Management, Alternative Investments, Investments, Financial Markets, Analysis, Credit Derivatives, Business Analysis, Securities, Bonds
Education
DePaul University
Finance
Barclays Capital September 2008 - Present
Lehman Brothers December 1997 - September 2008
UBS July 1996 - December 1997
Salomon Brothers (Citigroup) September 1986 - July 1996
Skills
Bloomberg, Fixed Income, Series 7, Trading Systems, Capital Markets, Derivatives, Financial Modeling, Trading, Risk Management, Investment Banking, Data Analysis, Financial Analysis, Mutual Funds, Hedge Funds, Asset Management, Interest Rate..., Equities, SQL, Options, Portfolio Management, Alternative Investments, Investments, Financial Markets, Analysis, Credit Derivatives, Business Analysis, Securities, Bonds
Education
DePaul University
Finance
Yogesh Pant's Lehman Brothers Experience November 2006 - January 2009
Job Sr. Consultant at Nomura Securities
Industry Information Technology and Services
Experience
RBC Capital Markets 2011 - 2012
Nomura Securities January 2010 - October 2011
Citi Group January 2009 - December 2009
Lehman Brothers November 2006 - January 2009
IRIS Software Inc. November 2005 - November 2006
IRIS Software Inc. November 1999 - November 2005
Skills
Microsoft SQL Server, WPF, Visual Basic, VB.NET, Fixed Income, Databases, C#, Business Intelligence, Business Analysis, .NET
Education
Delhi University 1995 — 1998
RBC Capital Markets 2011 - 2012
Nomura Securities January 2010 - October 2011
Citi Group January 2009 - December 2009
Lehman Brothers November 2006 - January 2009
IRIS Software Inc. November 2005 - November 2006
IRIS Software Inc. November 1999 - November 2005
Skills
Microsoft SQL Server, WPF, Visual Basic, VB.NET, Fixed Income, Databases, C#, Business Intelligence, Business Analysis, .NET
Education
Delhi University 1995 — 1998
Kayte Suslavich's Lehman Brothers Experience January 2008 - March 2008
Job Medical Student at Tufts
Industry Medical Practice
Experience
Dartmouth Hitchcock Medical Center September 2012 - December 2012
Brigham and Women's Hospital September 2011 - June 2012
Morgan Stanley June 2010 - April 2011
Morgan Stanley July 2009 - June 2010
Lehman Brothers January 2008 - March 2008
Bridgewater Associates September 2007 - December 2007
85 Broads 2006 - 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Public Speaking, Stata, Bloomberg, Sales, Spanish, Statistics, Analysis, Data Analysis, Financial Modeling, Social Media
Education
Harvard University 2011 — 2012
Diploma, Premedical Studies
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Tufts University School of Medicine
Doctor of Medicine (M.D.) candidate
Dartmouth Hitchcock Medical Center September 2012 - December 2012
Brigham and Women's Hospital September 2011 - June 2012
Morgan Stanley June 2010 - April 2011
Morgan Stanley July 2009 - June 2010
Lehman Brothers January 2008 - March 2008
Bridgewater Associates September 2007 - December 2007
85 Broads 2006 - 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Public Speaking, Stata, Bloomberg, Sales, Spanish, Statistics, Analysis, Data Analysis, Financial Modeling, Social Media
Education
Harvard University 2011 — 2012
Diploma, Premedical Studies
Dartmouth College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Tufts University School of Medicine
Doctor of Medicine (M.D.) candidate
Shantanu Varma's Lehman Brothers Experience 2005 - 2008
Job Vice President at Opera Solutions
Industry Capital Markets
Experience
Opera Solutions October 2014 - Present
Opera solutions January 2012 - September 2014
Opera solutions management consulting June 2010 - December 2011
Opera Solutions December 2008 - June 2010
Lehman Brothers 2005 - 2008
Skills
Analytics, Financial Modeling, Capital Markets, Management Consulting, Valuation, Business Analysis, Team Management, Fixed Income, Data Analysis, Data Mining, Strategy, Predictive Analytics, Healthcare Consulting, Healthcare Analytics, Big Data, Management, Business Intelligence, Business Strategy, Competitive Analysis, Healthcare, Healthcare Management, Project Management, Business Analytics, Predictive Modeling, Strategic Consulting
Education
Indian Institute of Management, Ahmedabad 2003 — 2005
Delhi College of Engineering 1999 — 2003
Delhi Public School - R. K. Puram 1988 — 1999
Opera Solutions October 2014 - Present
Opera solutions January 2012 - September 2014
Opera solutions management consulting June 2010 - December 2011
Opera Solutions December 2008 - June 2010
Lehman Brothers 2005 - 2008
Skills
Analytics, Financial Modeling, Capital Markets, Management Consulting, Valuation, Business Analysis, Team Management, Fixed Income, Data Analysis, Data Mining, Strategy, Predictive Analytics, Healthcare Consulting, Healthcare Analytics, Big Data, Management, Business Intelligence, Business Strategy, Competitive Analysis, Healthcare, Healthcare Management, Project Management, Business Analytics, Predictive Modeling, Strategic Consulting
Education
Indian Institute of Management, Ahmedabad 2003 — 2005
Delhi College of Engineering 1999 — 2003
Delhi Public School - R. K. Puram 1988 — 1999
Lucy Doswell's Lehman Brothers Experience September 2006 - September 2008
Job Interior Designer at Lucy Doswell Interiors, LLC
Industry Design
Experience
Lucy Doswell Interiors, LLC December 2014 - Present
EPiC Marketing & Design April 2013 - January 2015
Barclays Capital March 2012 - February 2013
Barclays Capital September 2008 - February 2012
Lehman Brothers September 2006 - September 2008
Willkie Farr & Gallagher LLP March 2005 - September 2006
Anne Reed Gallery June 2004 - February 2005
Education
Davidson College 2000 — 2004
BA, English
St. Andrew's School 1997 — 2000
Lucy Doswell Interiors, LLC December 2014 - Present
EPiC Marketing & Design April 2013 - January 2015
Barclays Capital March 2012 - February 2013
Barclays Capital September 2008 - February 2012
Lehman Brothers September 2006 - September 2008
Willkie Farr & Gallagher LLP March 2005 - September 2006
Anne Reed Gallery June 2004 - February 2005
Education
Davidson College 2000 — 2004
BA, English
St. Andrew's School 1997 — 2000
Kimberly Frisch's Lehman Brothers Experience VPCredit Suisse First Boston2000 - Present
Job Senior Vice President at Lehman Brothers
Industry Investment Banking
Experience
Lehman Brothers VPCredit Suisse First Boston2000 - Present
Credit Suisse Group 2000 - 2004
ABN AMRO 1994 - 1998
Education
The University of Chicago Booth School of Business 1998 — 2000
DePaul University 1990 — 1994
BS, Commerce
Lehman Brothers VPCredit Suisse First Boston2000 - Present
Credit Suisse Group 2000 - 2004
ABN AMRO 1994 - 1998
Education
The University of Chicago Booth School of Business 1998 — 2000
DePaul University 1990 — 1994
BS, Commerce
Jennifer Cho's Lehman Brothers Experience 2007 - 2008
Job Global Community Investment/Philanthropy at Barclays
Industry Financial Services
Experience
Barclays November 2014 - Present
Barclays October 2012 - Present
Barclays January 2010 - October 2012
Aeropostale October 2008 - December 2009
Lehman Brothers 2007 - 2008
Thacher Proffitt & Wood LLP August 2004 - June 2006
Skills
Philanthropy, Strategy, Program Management, Fundraising, Strategic Planning
Education
Yonsei Graduate School of International Studies 2003 — 2004
Dartmouth James Reynolds Scholarship for Foreign Study
Dartmouth College 1999 — 2003
BA, Political Science
Barclays November 2014 - Present
Barclays October 2012 - Present
Barclays January 2010 - October 2012
Aeropostale October 2008 - December 2009
Lehman Brothers 2007 - 2008
Thacher Proffitt & Wood LLP August 2004 - June 2006
Skills
Philanthropy, Strategy, Program Management, Fundraising, Strategic Planning
Education
Yonsei Graduate School of International Studies 2003 — 2004
Dartmouth James Reynolds Scholarship for Foreign Study
Dartmouth College 1999 — 2003
BA, Political Science
Curtis Reed's Lehman Brothers Experience February 1998 - December 2001
Job Sr VP at Hapoalim Securities USA
Industry Financial Services
Experience
Hapoalim Securities USA March 2009 - Present
Sterne Agee May 2006 - November 2007
Belle Haven Investments December 2001 - June 2005
Lehman Brothers February 1998 - December 2001
Skills
Sales and Presentation...
Education
Dartmouth College 1979 — 1982
BA, Economics
Hapoalim Securities USA March 2009 - Present
Sterne Agee May 2006 - November 2007
Belle Haven Investments December 2001 - June 2005
Lehman Brothers February 1998 - December 2001
Skills
Sales and Presentation...
Education
Dartmouth College 1979 — 1982
BA, Economics
JACK GAULT's Lehman Brothers Experience 1979 - 1988
Job Managing Director at Hanover Associates
Industry Investment Banking
Experience
Hanover Associates 1995 - Present
Kidder Peabody 1991 - 1995
COUNTY NATWEST 1989 - 1991
Lehman Brothers 1979 - 1988
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, FINANCE
University of Pennsylvania 1973 — 1974
POST GRADUATE IN BIOCHEMSITRY
Dartmouth College 1969 — 1973
BA, ENGLISH
Hanover Associates 1995 - Present
Kidder Peabody 1991 - 1995
COUNTY NATWEST 1989 - 1991
Lehman Brothers 1979 - 1988
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, FINANCE
University of Pennsylvania 1973 — 1974
POST GRADUATE IN BIOCHEMSITRY
Dartmouth College 1969 — 1973
BA, ENGLISH
Maria Singer's Lehman Brothers Experience September 2002 - November 2008
Job Chief Operating Officer Corporate Finance at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2015 - Present
The Blackstone Group November 2008 - March 2015
Lehman Brothers September 2002 - November 2008
Goldman Sachs August 1999 - December 2001
Wasserstein Perella July 1995 - July 1997
Education
Harvard Business School 1997 — 1999
MBA
Dartmouth College 1991 — 1995
AB, Economics
Houlihan Lokey March 2015 - Present
The Blackstone Group November 2008 - March 2015
Lehman Brothers September 2002 - November 2008
Goldman Sachs August 1999 - December 2001
Wasserstein Perella July 1995 - July 1997
Education
Harvard Business School 1997 — 1999
MBA
Dartmouth College 1991 — 1995
AB, Economics
Byron King's Lehman Brothers Experience 2006 - 2008
Job Vice President Head of Flow Trading at EDF Trading
Industry Oil & Energy
Experience
EDF Trading 2013 - Present
EDF Trading 2010 - 2013
EDF Trading (EPIC) 2008 - 2010
Lehman Brothers 2006 - 2008
TECO Energy 2004 - 2005
El Paso Merchant Energy (SONAT) 1996 - 2003
Skills
Power Trading, PJM, Energy Trading, Hedging, Energy Markets
Education
DePaul University
M.Fin, Finance
Vanderbilt University
BE, Engineering
EDF Trading 2013 - Present
EDF Trading 2010 - 2013
EDF Trading (EPIC) 2008 - 2010
Lehman Brothers 2006 - 2008
TECO Energy 2004 - 2005
El Paso Merchant Energy (SONAT) 1996 - 2003
Skills
Power Trading, PJM, Energy Trading, Hedging, Energy Markets
Education
DePaul University
M.Fin, Finance
Vanderbilt University
BE, Engineering
Josh Gault's Lehman Brothers Experience 2005 - 2007
Job Vice President at Gridiron Capital
Industry Venture Capital & Private Equity
Experience
Gridiron Capital September 2012 - Present
Kellogg School of Management September 2010 - June 2012
Fairway Market June 2011 - August 2011
Gridiron Capital September 2007 - July 2010
Lehman Brothers 2005 - 2007
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Operations, Marketing and Management & Organizations
Dartmouth College 2001 — 2005
BA, History
Gridiron Capital September 2012 - Present
Kellogg School of Management September 2010 - June 2012
Fairway Market June 2011 - August 2011
Gridiron Capital September 2007 - July 2010
Lehman Brothers 2005 - 2007
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Operations, Marketing and Management & Organizations
Dartmouth College 2001 — 2005
BA, History
Jaishree Madhok's Lehman Brothers Experience June 2000 - December 2000
Job Teacher at Old Bridge Township
Industry Education Management
Experience
Old Bridge Township PB ProgrammerConveriumDecember 2000 - May 2005
Lehman Brothers June 2000 - December 2000
Bristo Myres Squibb 1999 - 1999
Lucent Technologies 1998 - 1999
The Foundation Center September 1996 - July 1998
Education
Institute for Computer Technology & Applications 1990 — 1992
Post Grad, Computer Science
Delhi University 1987 — 1990
Bachelors, English
Old Bridge Township PB ProgrammerConveriumDecember 2000 - May 2005
Lehman Brothers June 2000 - December 2000
Bristo Myres Squibb 1999 - 1999
Lucent Technologies 1998 - 1999
The Foundation Center September 1996 - July 1998
Education
Institute for Computer Technology & Applications 1990 — 1992
Post Grad, Computer Science
Delhi University 1987 — 1990
Bachelors, English
Evelyn Stevens's Lehman Brothers Experience 2005 - 2007
Job Professional Cyclist at Boels Dolmans Cycling Team
Industry Investment Management
Experience
Boels Dolmans Cycling Team January 2015 - Present
Team Specialized lululemon January 2012 - December 2014
HTC-Highroad January 2010 - March 2012
Gleacher Partners July 2007 - July 2009
Lehman Brothers 2005 - 2007
Education
Dartmouth College
Boels Dolmans Cycling Team January 2015 - Present
Team Specialized lululemon January 2012 - December 2014
HTC-Highroad January 2010 - March 2012
Gleacher Partners July 2007 - July 2009
Lehman Brothers 2005 - 2007
Education
Dartmouth College
Allison Gallo's Lehman Brothers Experience February 1986 - June 1998
Job Office Manager at Family Health & Wellness Clinic
Industry Health, Wellness and Fitness
Experience
Family Health & Wellness Clinic March 2006 - Present
Family Health & Wellness Clinic March 2006 - Present
Allstate March 2003 - April 2004
Northern Trust Corporation November 1998 - March 2003
Lehman Brothers February 1986 - June 1998
Skills
Wellness, Fitness, Nutrition, Personal Training, Fitness Training, Wellness Coaching, Holistic Health, Strength Training, Wellbeing, Nutritional Counseling, Healing, Lifestyle, Weight Training, Yoga, Therapeutic Massage, Functional Training, Sports Nutrition, Exercise Physiology, Weight, Relaxation
Education
DePaul University 1986 — 1994
Bachelor of Commerce (B.Com.), Finance and Real Estate
Family Health & Wellness Clinic March 2006 - Present
Family Health & Wellness Clinic March 2006 - Present
Allstate March 2003 - April 2004
Northern Trust Corporation November 1998 - March 2003
Lehman Brothers February 1986 - June 1998
Skills
Wellness, Fitness, Nutrition, Personal Training, Fitness Training, Wellness Coaching, Holistic Health, Strength Training, Wellbeing, Nutritional Counseling, Healing, Lifestyle, Weight Training, Yoga, Therapeutic Massage, Functional Training, Sports Nutrition, Exercise Physiology, Weight, Relaxation
Education
DePaul University 1986 — 1994
Bachelor of Commerce (B.Com.), Finance and Real Estate
Stacy Beattie's Lehman Brothers Experience September 2004 - September 2008
Job Vice President at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth September 2010 - Present
Barclays Wealth September 2008 - September 2010
Lehman Brothers September 2004 - September 2008
State of Iowa November 2003 - June 2004
Mansur & Company 2003 - 2003
Education
DePaul University 2004 — 2007
Masters in Public Service Management
Iowa State University 1999 — 2002
BS
Barclays Wealth September 2010 - Present
Barclays Wealth September 2008 - September 2010
Lehman Brothers September 2004 - September 2008
State of Iowa November 2003 - June 2004
Mansur & Company 2003 - 2003
Education
DePaul University 2004 — 2007
Masters in Public Service Management
Iowa State University 1999 — 2002
BS
Joseph F. Dougherty's Lehman Brothers Experience 2008 - 2009
Job Regional AntiFraud Officer (Americas), Vice President AntiFraud & Investigations (AF&I)
Industry Financial Services
Experience
Deutsche Bank 2014 - Present
Commzbank AG 2012 - 2014
Citi 2010 - October 2011
Lehman Brothers 2008 - 2009
RBA Associates, Inc. (*Founded/Operated by Former FBI Special Agents) 2006 - 2008
AXA 2003 - 2005
UnitedHealth Group 2001 - 2003
Unum 1996 - 2001
Commercial Life Insurance Company (*UNUM) 1995 - 1996
Skills
Fraud, AML, Financial Risk, Risk Management, Risk Assessment, Due Diligence, Operational Risk..., Private Investigations, Enterprise Risk..., Corporate Governance, Insurance, Banking, Governance, Business Continuity, Internal Audit, Mergers, Investigation, Certified Fraud Examiner, Finance, Auditing
Education
Saint Leo University 1989 — 1992
Criminology (Major) & Political Science (Minor)
Leningrad Polytechnical Institute-St. Petersburg, Russia 1990 — 1991
*Full College-Semester Abroad (via AIFS), Intensive Russian Language & Political Science
Delaware County Community College 1986 — 1989
Administration of Criminal Justice-(ADJ)
Cardinal O'hara
Deutsche Bank 2014 - Present
Commzbank AG 2012 - 2014
Citi 2010 - October 2011
Lehman Brothers 2008 - 2009
RBA Associates, Inc. (*Founded/Operated by Former FBI Special Agents) 2006 - 2008
AXA 2003 - 2005
UnitedHealth Group 2001 - 2003
Unum 1996 - 2001
Commercial Life Insurance Company (*UNUM) 1995 - 1996
Skills
Fraud, AML, Financial Risk, Risk Management, Risk Assessment, Due Diligence, Operational Risk..., Private Investigations, Enterprise Risk..., Corporate Governance, Insurance, Banking, Governance, Business Continuity, Internal Audit, Mergers, Investigation, Certified Fraud Examiner, Finance, Auditing
Education
Saint Leo University 1989 — 1992
Criminology (Major) & Political Science (Minor)
Leningrad Polytechnical Institute-St. Petersburg, Russia 1990 — 1991
*Full College-Semester Abroad (via AIFS), Intensive Russian Language & Political Science
Delaware County Community College 1986 — 1989
Administration of Criminal Justice-(ADJ)
Cardinal O'hara
Vanessa Marfil-Westlund's Lehman Brothers Experience October 2004 - January 2009
Job Computer Graphics/Presentation Specialist
Industry Financial Services
Experience
Marfil Designs August 1995 - Present
Barclays Capital January 2009 - February 2010
Lehman Brothers October 2004 - January 2009
Accenture January 2001 - September 2001
Skills
HTML, PowerPoint, Photoshop, JavaScript
Education
DePaul University 1998 — 2000
B.A., Graphic Design
Harper College
A.A. & A.S., Associate in Science and Associate in Arts
Marfil Designs August 1995 - Present
Barclays Capital January 2009 - February 2010
Lehman Brothers October 2004 - January 2009
Accenture January 2001 - September 2001
Skills
HTML, PowerPoint, Photoshop, JavaScript
Education
DePaul University 1998 — 2000
B.A., Graphic Design
Harper College
A.A. & A.S., Associate in Science and Associate in Arts
Peter Hairston's Lehman Brothers Experience January 1982 - April 1984
Job Visionary Entrepreneur and Investor
Industry Venture Capital & Private Equity
Experience
Waterway Renaissance Project January 2009 - Present
New World Capital, Inc. January 1992 - Present
Citigroup Venture Capital January 1987 - December 1990
Hambrecht & Quist May 1984 - December 1986
Lehman Brothers January 1982 - April 1984
Education
University of Oxford - Said Business School 1998 — 1998
AMP, Advanced Management
Davidson College 1979 — 1981
B.A., Economics
Stanford University 1976 — 1978
International Relations
Waterway Renaissance Project January 2009 - Present
New World Capital, Inc. January 1992 - Present
Citigroup Venture Capital January 1987 - December 1990
Hambrecht & Quist May 1984 - December 1986
Lehman Brothers January 1982 - April 1984
Education
University of Oxford - Said Business School 1998 — 1998
AMP, Advanced Management
Davidson College 1979 — 1981
B.A., Economics
Stanford University 1976 — 1978
International Relations
Rajat Malhotra's Lehman Brothers Experience July 2006 - September 2008
Job Senior Vice President at One William Street Capital
Industry Investment Management
Experience
One William Street Capital June 2011 - Present
C12 Capital Management October 2009 - May 2011
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2006 - September 2008
Education
Indian Institute of Management, Calcutta 2004 — 2006
Delhi College of Engineering 2000 — 2004
Bachelor of Engineering, Electronics and Communication
One William Street Capital June 2011 - Present
C12 Capital Management October 2009 - May 2011
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2006 - September 2008
Education
Indian Institute of Management, Calcutta 2004 — 2006
Delhi College of Engineering 2000 — 2004
Bachelor of Engineering, Electronics and Communication
James Crandell's Lehman Brothers Experience July 2007 - October 2008
Job at CMDTY Capital Management LP
Industry Financial Services
Experience
CMDTY Capital Management LP October 2013 - Present
Ziff Brothers Investments September 2011 - September 2013
Barclays Capital October 2008 - July 2011
Lehman Brothers July 2007 - October 2008
Education
Dartmouth College 2003 — 2007
B.A., Economics
CMDTY Capital Management LP October 2013 - Present
Ziff Brothers Investments September 2011 - September 2013
Barclays Capital October 2008 - July 2011
Lehman Brothers July 2007 - October 2008
Education
Dartmouth College 2003 — 2007
B.A., Economics
Mary Beth Westerman's Lehman Brothers Experience July 2008 - September 2008
Job Resident Physician Urology at Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic July 2015 - Present
Mayo Clinic June 2014 - June 2015
EDF Trading September 2008 - June 2010
Lehman Brothers July 2008 - September 2008
Skills
Hedging, Trading, Energy, Options, Financial Modeling, Data Analysis, Research, Financial Analysis, Public Speaking, Gas, Leadership
Education
The University of Texas Southwestern Medical School 2010 — 2014
M.D.
Dartmouth College 2004 — 2008
AB, Chemistry modifed with Psychology
Mayo Clinic July 2015 - Present
Mayo Clinic June 2014 - June 2015
EDF Trading September 2008 - June 2010
Lehman Brothers July 2008 - September 2008
Skills
Hedging, Trading, Energy, Options, Financial Modeling, Data Analysis, Research, Financial Analysis, Public Speaking, Gas, Leadership
Education
The University of Texas Southwestern Medical School 2010 — 2014
M.D.
Dartmouth College 2004 — 2008
AB, Chemistry modifed with Psychology
Kevin Carpenter's Lehman Brothers Experience 1986 - 1992
Job Chief Financial Officer at City of Minneapolis
Industry Financial Services
Experience
City of Minneapolis May 2011 - Present
City of Minneapolis August 2010 - May 2011
Eagle Valley Bank August 2009 - December 2009
Mesa Holdings 2007 - 2008
RBC Dain Rauscher 1992 - 2006
Lehman Brothers 1986 - 1992
Skills
Strategic Planning, Budgets, Enterprise Risk..., Cash Management, Risk Management, Leadership, Managerial Finance, Mergers, Financial Analysis, Finance, Business Process..., Process Improvement, Forecasting, Financial Reporting, Financial Modeling
Education
Harvard Business School 1984 — 1986
MBA, Finance and General Management
Dartmouth College 1977 — 1981
BA, Government
City of Minneapolis May 2011 - Present
City of Minneapolis August 2010 - May 2011
Eagle Valley Bank August 2009 - December 2009
Mesa Holdings 2007 - 2008
RBC Dain Rauscher 1992 - 2006
Lehman Brothers 1986 - 1992
Skills
Strategic Planning, Budgets, Enterprise Risk..., Cash Management, Risk Management, Leadership, Managerial Finance, Mergers, Financial Analysis, Finance, Business Process..., Process Improvement, Forecasting, Financial Reporting, Financial Modeling
Education
Harvard Business School 1984 — 1986
MBA, Finance and General Management
Dartmouth College 1977 — 1981
BA, Government
Lito San Pedro's Lehman Brothers Experience 2007 - 2008
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup July 2009 - Present
Barclays Capital September 2008 - July 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2000 - 2003
Lehman Brothers 1997 - 1999
RCG Information Technology 1993 - 1996
Skills
Fixed Income, Equities, Capital Markets, Trading Systems, Reference Data, Investment Banking, Market Data, Sybase, Trading, Risk Management, Back Office, Credit Derivatives, Options, Prime Brokerage, SDLC
Education
De La Salle University
BS
Citigroup July 2009 - Present
Barclays Capital September 2008 - July 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2000 - 2003
Lehman Brothers 1997 - 1999
RCG Information Technology 1993 - 1996
Skills
Fixed Income, Equities, Capital Markets, Trading Systems, Reference Data, Investment Banking, Market Data, Sybase, Trading, Risk Management, Back Office, Credit Derivatives, Options, Prime Brokerage, SDLC
Education
De La Salle University
BS
Will Hughes's Lehman Brothers Experience July 2001 - November 2002
Job Principal at Providence Equity Partners
Industry Venture Capital & Private Equity
Experience
Providence Equity Partners December 2013 - Present
Providence Equity Partners December 2011 - December 2013
Providence Equity Partners August 2009 - December 2011
Summit Partners August 2004 - June 2007
netdecisions December 2002 - June 2004
Lehman Brothers July 2001 - November 2002
Skills
Financial Analysis, Private Equity, Mergers, Business Strategy, Investment Banking
Education
Harvard Business School 2007 — 2009
MBA
Dartmouth College 1997 — 2001
AB, Economics
Providence Equity Partners December 2013 - Present
Providence Equity Partners December 2011 - December 2013
Providence Equity Partners August 2009 - December 2011
Summit Partners August 2004 - June 2007
netdecisions December 2002 - June 2004
Lehman Brothers July 2001 - November 2002
Skills
Financial Analysis, Private Equity, Mergers, Business Strategy, Investment Banking
Education
Harvard Business School 2007 — 2009
MBA
Dartmouth College 1997 — 2001
AB, Economics
John S. Neff's Lehman Brothers Experience 1982 - 1988
Job independent corporate finance advisor
Industry Banking
Experience
Muddy Boots Advisors 2008 - Present
Andover College Prep LLC 2012 - 2012
Crosswind Investments, LLC 2010 - 2010
University of Connecticut, Stamford 2009 - 2009
Brown Brothers Harriman & Co. 1998 - 2008
independent financial advisor 1995 - 1998
NatWest Markets 1988 - 1994
Lehman Brothers 1982 - 1988
PepsiCo, Inc. 1981 - 1982
Kennecott Corporation 1980 - 1981
Skills
Venture Capital, Credit, Leveraged Finance, Middle Market, Banking, Private Equity, Mergers, Corporate Finance, Due Diligence, Investment Banking, Financial Markets, Financial Management, Treasury, Valuation, Loans
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
New York University - Leonard N. Stern School of Business 1975 — 1976
Finance
Dartmouth College 1969 — 1973
AB, English, Pre-Med
Muddy Boots Advisors 2008 - Present
Andover College Prep LLC 2012 - 2012
Crosswind Investments, LLC 2010 - 2010
University of Connecticut, Stamford 2009 - 2009
Brown Brothers Harriman & Co. 1998 - 2008
independent financial advisor 1995 - 1998
NatWest Markets 1988 - 1994
Lehman Brothers 1982 - 1988
PepsiCo, Inc. 1981 - 1982
Kennecott Corporation 1980 - 1981
Skills
Venture Capital, Credit, Leveraged Finance, Middle Market, Banking, Private Equity, Mergers, Corporate Finance, Due Diligence, Investment Banking, Financial Markets, Financial Management, Treasury, Valuation, Loans
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
New York University - Leonard N. Stern School of Business 1975 — 1976
Finance
Dartmouth College 1969 — 1973
AB, English, Pre-Med
Timothy Lyons's Lehman Brothers Experience 2006 - 2008
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2010 - Present
Capital One 2009 - 2010
Barclays Capital 2009 - 2009
Lehman Brothers 2006 - 2008
McKinsey & Company 1996 - 1999
Education
Harvard Business School 1994 — 1996
MBA
University of Oxford 1990 — 1992
MSc, Industrial Relations, Rhodes Scholar
Princeton University 1986 — 1990
AB, Economics and Public Policy
Deerfield Academy 1985 — 1986
Morgan Stanley 2010 - Present
Capital One 2009 - 2010
Barclays Capital 2009 - 2009
Lehman Brothers 2006 - 2008
McKinsey & Company 1996 - 1999
Education
Harvard Business School 1994 — 1996
MBA
University of Oxford 1990 — 1992
MSc, Industrial Relations, Rhodes Scholar
Princeton University 1986 — 1990
AB, Economics and Public Policy
Deerfield Academy 1985 — 1986
J. Randall Parker's Lehman Brothers Experience February 2001 - December 2002
Job Vice PresidentTreasurer & CFO at PharmRight Corporation
Industry Investment Banking
Experience
PharmRight Corporation August 2013 - Present
JR Parker & Co. April 2003 - Present
Lehman Brothers February 2001 - December 2002
JP Morgan 1994 - 2001
Kidder Peabody 1985 - 1994
Skills
Strategic Planning, Financial Analysis, Accounting, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Investments, Mergers, Valuation, Venture Capital, Financial Modeling, Capital Structure, Restructuring, Capital Markets, Capital Raising, Financial Structuring, Securitization, LBO, Hedge Funds, Private Placements, Structured Finance, DCF
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Accounting, Finance
Denison University 1981 — 1985
Bacherlor of Arts, Economics
PharmRight Corporation August 2013 - Present
JR Parker & Co. April 2003 - Present
Lehman Brothers February 2001 - December 2002
JP Morgan 1994 - 2001
Kidder Peabody 1985 - 1994
Skills
Strategic Planning, Financial Analysis, Accounting, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Investments, Mergers, Valuation, Venture Capital, Financial Modeling, Capital Structure, Restructuring, Capital Markets, Capital Raising, Financial Structuring, Securitization, LBO, Hedge Funds, Private Placements, Structured Finance, DCF
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Accounting, Finance
Denison University 1981 — 1985
Bacherlor of Arts, Economics
Sarah McNally's Lehman Brothers Experience 2006 - September 2008
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2013 - Present
Barclays Wealth September 2008 - August 2013
Lehman Brothers 2006 - September 2008
Skills
Capital Markets, Fixed Income, Credit Analysis, Commercial Real Estate..., Bloomberg, Valuation, Asset Managment, Alternative Investments, Investments, Interest Rate Swaps, Derivatives, Series 7, Portfolio Management, Financial Analysis, Investment Management, Securities Lending, Real Estate Lending, Asset Management, Series 63, Credit
Education
Dartmouth College 2001 — 2005
BA, History, Art History
Morgan Stanley September 2013 - Present
Barclays Wealth September 2008 - August 2013
Lehman Brothers 2006 - September 2008
Skills
Capital Markets, Fixed Income, Credit Analysis, Commercial Real Estate..., Bloomberg, Valuation, Asset Managment, Alternative Investments, Investments, Interest Rate Swaps, Derivatives, Series 7, Portfolio Management, Financial Analysis, Investment Management, Securities Lending, Real Estate Lending, Asset Management, Series 63, Credit
Education
Dartmouth College 2001 — 2005
BA, History, Art History
Lynn Barclay's Lehman Brothers Experience December 1993 - June 1995
Job Executive Compensation & Benefits
Industry Retail
Experience
Toys "R" Us October 2002 - January 2013
JPMorgan Chase July 2000 - October 2002
Citi December 1998 - June 2000
Citi July 1995 - December 1998
Lehman Brothers December 1993 - June 1995
Coopers & Lybrand Consulting 1989 - 1993
Skills
Succession Planning, Talent Management, Deferred Compensation, Project Management, Team Leadership
Education
Dartmouth College 1984 — 1988
Kent Pace School
Toys "R" Us October 2002 - January 2013
JPMorgan Chase July 2000 - October 2002
Citi December 1998 - June 2000
Citi July 1995 - December 1998
Lehman Brothers December 1993 - June 1995
Coopers & Lybrand Consulting 1989 - 1993
Skills
Succession Planning, Talent Management, Deferred Compensation, Project Management, Team Leadership
Education
Dartmouth College 1984 — 1988
Kent Pace School
Carolyn Thur, CFP®'s Lehman Brothers Experience September 1981 - December 1993
Job Senior Vice President Wealth Management, Wealth Advisor, Portfolio Manager
Industry Financial Services
Experience
UBS 1993 - Present
Lehman Brothers September 1981 - December 1993
Merrill Lynch January 1980 - September 1981
Merrill Lynch September 1978 - December 1979
Skills
Structured Products, Wealth Management, Finance, Credit, Wealth Management..., Securities, Fixed Annuities, Trust Services, Asset Managment, Capital Markets, Fixed Income, Investment Strategies, ETFs, Series 7, Retirement, Uniform Combined State..., Hedge Funds, Bonds, Investment Management, Portfolio Management, Strategic Financial..., Investments, Municipal Bonds, Retirement Planning, Series 63, Series 65, Certified Financial..., Investment Advisory, Series 24, Separately Managed..., Banking, Management Consulting, FINRA, Alternative Investments, High Net Worth..., Marketing, Mutual Funds, Equities, Investment Banking, Asset Allocation
Education
DePaul University
Certified Financial Planner, CFP
University of Illinois at Chicago
CPA
University of Michigan 1974 — 1975
Bachelor of Business Administration (BBA), Accounting
UBS 1993 - Present
Lehman Brothers September 1981 - December 1993
Merrill Lynch January 1980 - September 1981
Merrill Lynch September 1978 - December 1979
Skills
Structured Products, Wealth Management, Finance, Credit, Wealth Management..., Securities, Fixed Annuities, Trust Services, Asset Managment, Capital Markets, Fixed Income, Investment Strategies, ETFs, Series 7, Retirement, Uniform Combined State..., Hedge Funds, Bonds, Investment Management, Portfolio Management, Strategic Financial..., Investments, Municipal Bonds, Retirement Planning, Series 63, Series 65, Certified Financial..., Investment Advisory, Series 24, Separately Managed..., Banking, Management Consulting, FINRA, Alternative Investments, High Net Worth..., Marketing, Mutual Funds, Equities, Investment Banking, Asset Allocation
Education
DePaul University
Certified Financial Planner, CFP
University of Illinois at Chicago
CPA
University of Michigan 1974 — 1975
Bachelor of Business Administration (BBA), Accounting
Jamie Lister's Lehman Brothers Experience 1993 - 2008
Job Principal at Rosemawr Management
Industry Investment Management
Experience
Rosemawr Management November 2008 - Present
Varick Asset Management April 2012 - May 2014
Lehman Brothers 1993 - 2008
PaineWebber August 1987 - September 1993
Skills
Investments, Alternative Investments, Financial Services, Private Equity, Fixed Income, Asset Managment, Capital Markets, Asset Management, Derivatives, Hedge Funds, Investment Management
Education
Dartmouth College 1983 — 1987
BA, Government
St. Paul's School 1979 — 1983
Rosemawr Management November 2008 - Present
Varick Asset Management April 2012 - May 2014
Lehman Brothers 1993 - 2008
PaineWebber August 1987 - September 1993
Skills
Investments, Alternative Investments, Financial Services, Private Equity, Fixed Income, Asset Managment, Capital Markets, Asset Management, Derivatives, Hedge Funds, Investment Management
Education
Dartmouth College 1983 — 1987
BA, Government
St. Paul's School 1979 — 1983
Simon E. Amich's Lehman Brothers Experience 1999 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
American Express Bank - Private Bank 2002 - 2008
Lehman Brothers 1999 - 2002
the first national bank of chicago 1974 - 1989
Skills
Banking, Capital Markets, Alternative Investments, Retirement Planning, Fixed Income, Securities, Financial Analysis, Equities, AML, Portfolio Management, Due Diligence, Commercial Banking, Loans, Hedge Funds, Wealth Management, Asset Management, Corporate Finance, Investments, Emerging Markets, Investment Banking, Risk Management, Credit, Derivatives, Cash Management, FX Options, Private Banking, Credit Risk, Investment Strategies, Financial Markets, Market Risk, Wealth Management..., Trading Strategies, Valuation, Trading, Financial Institutions, Financial Advisory, Structured Products, Series 7, Financial Modeling, Strategic Planning, Asset Managment, Mutual Funds, Asset Allocation, Business Strategy, Financial Services, Options, Strategic Financial..., Mergers, Bloomberg, Investment Advisory
Education
DePaul University 1973 — 1974
MBA, International Business
American Express Bank - Private Bank 2002 - 2008
Lehman Brothers 1999 - 2002
the first national bank of chicago 1974 - 1989
Skills
Banking, Capital Markets, Alternative Investments, Retirement Planning, Fixed Income, Securities, Financial Analysis, Equities, AML, Portfolio Management, Due Diligence, Commercial Banking, Loans, Hedge Funds, Wealth Management, Asset Management, Corporate Finance, Investments, Emerging Markets, Investment Banking, Risk Management, Credit, Derivatives, Cash Management, FX Options, Private Banking, Credit Risk, Investment Strategies, Financial Markets, Market Risk, Wealth Management..., Trading Strategies, Valuation, Trading, Financial Institutions, Financial Advisory, Structured Products, Series 7, Financial Modeling, Strategic Planning, Asset Managment, Mutual Funds, Asset Allocation, Business Strategy, Financial Services, Options, Strategic Financial..., Mergers, Bloomberg, Investment Advisory
Education
DePaul University 1973 — 1974
MBA, International Business
Jeff Bloomberg's Lehman Brothers Experience 1974 - 1976
Job Office of the Chairman at Gordon Brothers Group
Industry Financial Services
Experience
Gordon Brothers Group September 2001 - Present
Touch Comerce 2013 - 2014
Bear Stearns & Co. 1979 - 1993
Lehman Brothers 1974 - 1976
Lehman Brothers 1974 - 1976
Lehman Brothers 1974 - 1976
Lehman Brothers 1974 - 1976
Lehman Brothers 1974 - 1976
Lehman Brothers 1974 - 1976
Education
Harvard Business School 1972 — 1974
MBA, Finance
Dartmouth College 1965 — 1969
BA, History
Gordon Brothers Group September 2001 - Present
Touch Comerce 2013 - 2014
Bear Stearns & Co. 1979 - 1993
Lehman Brothers 1974 - 1976
Lehman Brothers 1974 - 1976
Lehman Brothers 1974 - 1976
Lehman Brothers 1974 - 1976
Lehman Brothers 1974 - 1976
Lehman Brothers 1974 - 1976
Education
Harvard Business School 1972 — 1974
MBA, Finance
Dartmouth College 1965 — 1969
BA, History
William Doepke's Lehman Brothers Experience January 1983 - January 1996
Job Managing Director
Industry Investment Banking
Experience
InterOcean Advisors LLC April 2006 - Present
Giuliani Capital Advisors December 2004 - 2006
Ernst & Young Corporate Finance September 1999 - March 2004
PWC Corporate Finance January 1996 - January 1999
Lehman Brothers January 1983 - January 1996
Skills
Investment Banking, Management, M&A experience, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Financial Modeling, Corporate Development, LBO, Financial Structuring, Valuation, Divestitures, Financial Analysis, Private Placements, Mergers
Education
DePaul University 1974 — 1976
MBA, Finance
DePauw University
BA, Political Science
InterOcean Advisors LLC April 2006 - Present
Giuliani Capital Advisors December 2004 - 2006
Ernst & Young Corporate Finance September 1999 - March 2004
PWC Corporate Finance January 1996 - January 1999
Lehman Brothers January 1983 - January 1996
Skills
Investment Banking, Management, M&A experience, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Financial Modeling, Corporate Development, LBO, Financial Structuring, Valuation, Divestitures, Financial Analysis, Private Placements, Mergers
Education
DePaul University 1974 — 1976
MBA, Finance
DePauw University
BA, Political Science
Marc Hermer, CFA's Lehman Brothers Experience June 2002 - June 2005
Job Director / Senior Portfolio Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2009 - Present
Parametric Portfolio Associates August 2005 - August 2009
Lehman Brothers June 2002 - June 2005
Skills
Equities, Financial Modeling, Bloomberg, Portfolio Management, Asset Allocation, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Series 7, Mutual Funds, Securities, Investment Advisory, Investment Management
Education
Dartmouth College 1998 — 2002
Economics
Merrill Lynch August 2009 - Present
Parametric Portfolio Associates August 2005 - August 2009
Lehman Brothers June 2002 - June 2005
Skills
Equities, Financial Modeling, Bloomberg, Portfolio Management, Asset Allocation, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Series 7, Mutual Funds, Securities, Investment Advisory, Investment Management
Education
Dartmouth College 1998 — 2002
Economics
Elisha Tam's Lehman Brothers Experience July 2006 - September 2006
Job Firmware Engineer at Leeo, Inc
Industry Mechanical or Industrial Engineering
Experience
Leeo, Inc August 2013 - Present
Applied Materials August 2011 - August 2013
Medtronic June 2010 - June 2011
Lehman Brothers July 2006 - September 2006
Skills
Design of Experiments, Solidworks, Design for Manufacturing, Finite Element Analysis, Semiconductors, R&D, Matlab, Testing, Labview, Product Development, FMEA, Biomedical Engineering, Medical Devices, Product Design, Simulations, SolidWorks, Research, LabVIEW, Mechanical Engineering
Education
Stanford University 2009 — 2011
MS, Mechanical Engineering
Dartmouth College 2003 — 2007
BA, Engineering Sciences, Studio Art
Leeo, Inc August 2013 - Present
Applied Materials August 2011 - August 2013
Medtronic June 2010 - June 2011
Lehman Brothers July 2006 - September 2006
Skills
Design of Experiments, Solidworks, Design for Manufacturing, Finite Element Analysis, Semiconductors, R&D, Matlab, Testing, Labview, Product Development, FMEA, Biomedical Engineering, Medical Devices, Product Design, Simulations, SolidWorks, Research, LabVIEW, Mechanical Engineering
Education
Stanford University 2009 — 2011
MS, Mechanical Engineering
Dartmouth College 2003 — 2007
BA, Engineering Sciences, Studio Art
Pete Plikaitis's Lehman Brothers Experience 2007 - 2008
Job Professional Woodworker
Industry Financial Services
Experience
Barclays Capital September 2007 - Present
Lehman Brothers 2007 - 2008
Townsend Analytics June 2006 - September 2007
Chicago Stock Exchange 1995 - 2006
Education
DePaul University
Masters, Information Technology
Barclays Capital September 2007 - Present
Lehman Brothers 2007 - 2008
Townsend Analytics June 2006 - September 2007
Chicago Stock Exchange 1995 - 2006
Education
DePaul University
Masters, Information Technology
Douglas Ireland's Lehman Brothers Experience 1984 - 2008
Job Founder of YouLaunchU
Industry Financial Services
Experience
YouLaunchU March 2014 - Present
Piedmont Unified School District February 2014 - Present
TrustedPeer January 2014 - Present
East Bay College Fund 2012 - 2015
Barclays, Wealth and Investment Management September 2008 - August 2013
Lehman Brothers 1984 - 2008
Skills
Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Equities, Private Equity, Investments, Capital Markets, Derivatives, Structured Products, Series 7, Wealth Management, Portfolio Management, Career Advice, Securities, Series 63, Asset Allocation, Investment Banking, Community Engagement, Leadership
Education
Dartmouth College 1973 — 1977
BA, Psychology
Roger Ludlowe High School 1970 — 1973
YouLaunchU March 2014 - Present
Piedmont Unified School District February 2014 - Present
TrustedPeer January 2014 - Present
East Bay College Fund 2012 - 2015
Barclays, Wealth and Investment Management September 2008 - August 2013
Lehman Brothers 1984 - 2008
Skills
Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Equities, Private Equity, Investments, Capital Markets, Derivatives, Structured Products, Series 7, Wealth Management, Portfolio Management, Career Advice, Securities, Series 63, Asset Allocation, Investment Banking, Community Engagement, Leadership
Education
Dartmouth College 1973 — 1977
BA, Psychology
Roger Ludlowe High School 1970 — 1973
Kehinde Okubadejo RFC's Lehman Brothers Experience January 1987 - April 1992
Job Valley Creek Financial Services,Inc
Industry Financial Services
Experience
Valley Creek Financial Services,Inc January 2000 - Present
AXA Advisors May 2005 - December 2009
Lehman Brothers January 1987 - April 1992
Skills
Strategy, Finance, Management Consulting, Management, Equities, Strategic Planning, Capital Markets, Investment Banking, Private Equity, Leadership
Education
DePaul University 2015 — 2016
Master of Science (MS), Post-Master's certificate in Governance, Risk Management, and Compliance
San Francisco State University
San Francisco State University, College of Business
Bachelor of Science (BS)
University of St. Francis
University of St. Francis
Master of Science (MS)/MBA
Valley Creek Financial Services,Inc January 2000 - Present
AXA Advisors May 2005 - December 2009
Lehman Brothers January 1987 - April 1992
Skills
Strategy, Finance, Management Consulting, Management, Equities, Strategic Planning, Capital Markets, Investment Banking, Private Equity, Leadership
Education
DePaul University 2015 — 2016
Master of Science (MS), Post-Master's certificate in Governance, Risk Management, and Compliance
San Francisco State University
San Francisco State University, College of Business
Bachelor of Science (BS)
University of St. Francis
University of St. Francis
Master of Science (MS)/MBA
Scott Shechtman, CFA's Lehman Brothers Experience 2004 - 2006
Job Director at Longitude LLC
Industry Financial Services
Experience
Longitude LLC 2010 - Present
International Securities Exchange 2009 - Present
Citigroup 2006 - 2008
Lehman Brothers 2004 - 2006
Education
Dartmouth College 1998 — 2002
A.B., Economics
Longitude LLC 2010 - Present
International Securities Exchange 2009 - Present
Citigroup 2006 - 2008
Lehman Brothers 2004 - 2006
Education
Dartmouth College 1998 — 2002
A.B., Economics
Matthew DeMarco, CFA's Lehman Brothers Experience July 2007 - September 2008
Job at Colorado Federal Savings Bank
Industry Financial Services
Experience
Colorado Federal Savings Bank April 2015 - Present
SpreadZero International Limited 2009 - 2014
Barclays Capital September 2008 - February 2009
Lehman Brothers July 2007 - September 2008
Education
Dartmouth College
AB, Economics, Psychology
Colorado Federal Savings Bank April 2015 - Present
SpreadZero International Limited 2009 - 2014
Barclays Capital September 2008 - February 2009
Lehman Brothers July 2007 - September 2008
Education
Dartmouth College
AB, Economics, Psychology
Nandita Koshal's Lehman Brothers Experience 2006 - 2006
Job Investor at Levin Capital Strategies
Industry Investment Banking
Experience
Levin Capital Strategies January 2014 - Present
Fabindia Overseas Pvt Ltd 2013 - 2013
Barclays Capital/Lehman Brothers June 2007 - November 2012
Lehman Brothers 2006 - 2006
Skills
Private Equity, Investments, Financial Modeling, Capital Markets, Mutual Funds, Investment Banking, Valuation, Management, Equities, Finance, Hedge Funds, Bloomberg, Emerging Markets, Portfolio Management, Fixed Income
Education
Indian Institute of Management, Bangalore 2005 — 2007
MBA
Netaji Subhas Institute of Technology
Bachelor of Engineering (B.E.), Instrumentation and Control
Delhi Public School - R. K. Puram
The Army Public School - Dhaula Kuan
Levin Capital Strategies January 2014 - Present
Fabindia Overseas Pvt Ltd 2013 - 2013
Barclays Capital/Lehman Brothers June 2007 - November 2012
Lehman Brothers 2006 - 2006
Skills
Private Equity, Investments, Financial Modeling, Capital Markets, Mutual Funds, Investment Banking, Valuation, Management, Equities, Finance, Hedge Funds, Bloomberg, Emerging Markets, Portfolio Management, Fixed Income
Education
Indian Institute of Management, Bangalore 2005 — 2007
MBA
Netaji Subhas Institute of Technology
Bachelor of Engineering (B.E.), Instrumentation and Control
Delhi Public School - R. K. Puram
The Army Public School - Dhaula Kuan
Ravi Jasti's Lehman Brothers Experience April 1997 - September 2008
Job IT Manager at Barclays Capital
Industry Investment Banking
Experience
Citi Group September 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers April 1997 - September 2008
Bell Labs March 1991 - April 1997
Skills
IT Management
Education
New Jersey Institute of Technology 1989 — 1991
MS, Computer Science
Delhi University 1983 — 1987
B Tech, Mechanical Engineering
Citi Group September 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers April 1997 - September 2008
Bell Labs March 1991 - April 1997
Skills
IT Management
Education
New Jersey Institute of Technology 1989 — 1991
MS, Computer Science
Delhi University 1983 — 1987
B Tech, Mechanical Engineering
Gagan Khanna's Lehman Brothers Experience 2001 - 2005
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners 2010 - Present
Lazard Freres & Co. 2007 - 2010
Eastern Advisors 2006 - 2006
Lehman Brothers 2001 - 2005
Bain & Company 2000 - 2000
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Business Strategy, Financial Analysis, LBO, Investments, Restructuring, Management Consulting, Leveraged Finance
Education
The University of Chicago 2005 — 2007
MBA, Finance, Entrepreneurship
Davidson College 1997 — 2001
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE)
La Martiniere
Guggenheim Partners 2010 - Present
Lazard Freres & Co. 2007 - 2010
Eastern Advisors 2006 - 2006
Lehman Brothers 2001 - 2005
Bain & Company 2000 - 2000
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Business Strategy, Financial Analysis, LBO, Investments, Restructuring, Management Consulting, Leveraged Finance
Education
The University of Chicago 2005 — 2007
MBA, Finance, Entrepreneurship
Davidson College 1997 — 2001
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE)
La Martiniere
Charles Phillips, M.A.'s Lehman Brothers Experience June 2007 - August 2007
Job Adjunct Professor at Olive Harvey College
Industry Higher Education
Experience
Olive Harvey College January 2012 - Present
Malcolm X College January 2012 - Present
Roosevelt University Master's Paper September 2010 - April 2011
Roosevelt University August 2009 - May 2010
Lehman Brothers June 2007 - August 2007
Skills
Sociology, Access, Customer Service, Student Affairs, Higher Education
Education
ARGOSY 2012 — 2016
Doctorate, Higher Education AD
Roosevelt University 2009 — 2011
Master's of Arts, Sociology
Denison University 2005 — 2009
B.A., Black Studies
Olive Harvey College January 2012 - Present
Malcolm X College January 2012 - Present
Roosevelt University Master's Paper September 2010 - April 2011
Roosevelt University August 2009 - May 2010
Lehman Brothers June 2007 - August 2007
Skills
Sociology, Access, Customer Service, Student Affairs, Higher Education
Education
ARGOSY 2012 — 2016
Doctorate, Higher Education AD
Roosevelt University 2009 — 2011
Master's of Arts, Sociology
Denison University 2005 — 2009
B.A., Black Studies
Faith Klaus's Lehman Brothers Experience July 2007 - July 2008
Job Chief Event Officer at Smashing.ly Events, LLC
Industry Events Services
Experience
Smashing.ly Events, LLC August 2015 - Present
KeyBanc Capital Markets, Inc. July 2010 - May 2014
Chapdelaine & Co., Chapdelaine Credit Partners April 2009 - May 2010
Lehman Brothers July 2007 - July 2008
Banc of America Securities LLC May 1994 - July 2007
Skills
Marketing Strategy, Financial Analysis, Leadership, Research, Sales, Microsoft Office, Management, Training, Microsoft Word, PowerPoint, English, Photoshop, Windows, Microsoft Excel, Teaching, Strategy, Financial Modeling, Investments, Asset Management, Fixed Income, Capital Markets, Finance, Equities, Valuation
Education
DePaul University 1987 — 1989
Master of Business Administration (M.B.A.), MBA, Graduated with Distinction, 3.8/4
Marquette University
Bachelor’s Degree, Bachelor of Science, Business Administration - concentration in Finance and Marketing, Cum Laude, 3.6/4
Smashing.ly Events, LLC August 2015 - Present
KeyBanc Capital Markets, Inc. July 2010 - May 2014
Chapdelaine & Co., Chapdelaine Credit Partners April 2009 - May 2010
Lehman Brothers July 2007 - July 2008
Banc of America Securities LLC May 1994 - July 2007
Skills
Marketing Strategy, Financial Analysis, Leadership, Research, Sales, Microsoft Office, Management, Training, Microsoft Word, PowerPoint, English, Photoshop, Windows, Microsoft Excel, Teaching, Strategy, Financial Modeling, Investments, Asset Management, Fixed Income, Capital Markets, Finance, Equities, Valuation
Education
DePaul University 1987 — 1989
Master of Business Administration (M.B.A.), MBA, Graduated with Distinction, 3.8/4
Marquette University
Bachelor’s Degree, Bachelor of Science, Business Administration - concentration in Finance and Marketing, Cum Laude, 3.6/4
Dylan Carden's Lehman Brothers Experience April 2007 - September 2008
Job Research Associate at William Blair & Company
Industry Research
Experience
William Blair & Company September 2014 - Present
Telsey Advisory Group July 2011 - September 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers April 2007 - September 2008
Alaco Ltd June 2005 - April 2007
Skills
Series 7, 63, 86, 87, Equities, Financial Modeling, Valuation, Financial Analysis, Equity Research
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
Kenyon College 2001 — 2005
BA, English
Deerfield Academy 1996 — 2000
William Blair & Company September 2014 - Present
Telsey Advisory Group July 2011 - September 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers April 2007 - September 2008
Alaco Ltd June 2005 - April 2007
Skills
Series 7, 63, 86, 87, Equities, Financial Modeling, Valuation, Financial Analysis, Equity Research
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
Kenyon College 2001 — 2005
BA, English
Deerfield Academy 1996 — 2000
Martin Kessler's Lehman Brothers Experience March 2001 - February 2007
Job Head of Corporate Sales & Risk Advisory, Americas
Industry Investment Banking
Experience
Bank of America March 2007 - February 2011
Lehman Brothers March 2001 - February 2007
J.P. Morgan July 1998 - February 2001
Education
Dartmouth College 1994 — 1998
AB, History
Bank of America March 2007 - February 2011
Lehman Brothers March 2001 - February 2007
J.P. Morgan July 1998 - February 2001
Education
Dartmouth College 1994 — 1998
AB, History
William Acosta's Lehman Brothers Experience July 2004 - September 2008
Job IT Production Support
Industry Information Technology and Services
Experience
Barclays September 2008 - March 2013
Lehman Brothers July 2004 - September 2008
Lehman Brothers February 2004 - July 2004
Prudential Financial May 1998 - January 2004
Merrill Lynch February 1998 - May 1998
Financial Technologies, Inc. November 1992 - February 1998
BASF March 1989 - November 1992
Financial Technologies, Inc November 1988 - March 1989
Skills
COBOL, COBOLII, DB2, Mainframe, CICS, TSO, JCL, Syncsort, VSAM, Fileaid, IMS DB/DC, MVS, Autosys, Unix, Linux, Perl, XML, SDLC
Education
De La Salle University
B.S. Industrial Management Engineering
Barclays September 2008 - March 2013
Lehman Brothers July 2004 - September 2008
Lehman Brothers February 2004 - July 2004
Prudential Financial May 1998 - January 2004
Merrill Lynch February 1998 - May 1998
Financial Technologies, Inc. November 1992 - February 1998
BASF March 1989 - November 1992
Financial Technologies, Inc November 1988 - March 1989
Skills
COBOL, COBOLII, DB2, Mainframe, CICS, TSO, JCL, Syncsort, VSAM, Fileaid, IMS DB/DC, MVS, Autosys, Unix, Linux, Perl, XML, SDLC
Education
De La Salle University
B.S. Industrial Management Engineering
Jim Manning's Lehman Brothers Experience August 1996 - June 1998
Job Sirios Capital Management
Industry Investment Management
Experience
Sirios Capital Management January 2015 - Present
BlueCrest Capital Management, LLP November 2013 - December 2014
Guggenheim Global Trading November 2011 - September 2013
SAC Capital April 2008 - July 2011
Sirios Capital Management August 2002 - March 2008
GE Capital - Private Equity August 1998 - June 2000
Lehman Brothers August 1996 - June 1998
Skills
Equities
Education
Stanford University Graduate School of Business 2000 — 2002
Master of Business Administration (MBA)
Dartmouth College 1992 — 1996
BA
Conard High School 1988 — 1992
Sirios Capital Management January 2015 - Present
BlueCrest Capital Management, LLP November 2013 - December 2014
Guggenheim Global Trading November 2011 - September 2013
SAC Capital April 2008 - July 2011
Sirios Capital Management August 2002 - March 2008
GE Capital - Private Equity August 1998 - June 2000
Lehman Brothers August 1996 - June 1998
Skills
Equities
Education
Stanford University Graduate School of Business 2000 — 2002
Master of Business Administration (MBA)
Dartmouth College 1992 — 1996
BA
Conard High School 1988 — 1992
John Sales's Lehman Brothers Experience 2007 - 2008
Job VP in Fixed Income Syndicate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
Barclays Investment Bank 2008 - 2015
Lehman Brothers 2007 - 2008
Education
Middlebury College 2003 — 2007
BA, Economics
Deerfield Academy 2000 — 2003
Goldman Sachs June 2015 - Present
Barclays Investment Bank 2008 - 2015
Lehman Brothers 2007 - 2008
Education
Middlebury College 2003 — 2007
BA, Economics
Deerfield Academy 2000 — 2003
Albert Hering's Lehman Brothers Experience 1999 - 2005
Job Broker at Mizuho Securities Co., Ltd.
Industry Financial Services
Experience
Mizuho Securities Co., Ltd. December 2012 - Present
Superfund Asset Management May 2005 - May 2012
Lehman Brothers 1999 - 2005
Newedge (formerly FIMAT Futures) May 1991 - May 1999
Skills
Trading Strategies, Proprietary Trading, Trading, Hedge Funds, Electronic Trading, Options, Bloomberg, Trading Systems, Bloomberg Terminal, Financial Markets, Market Data, Hedging, Arbitrage, Commodity, FINRA, Traders, Derivatives
Education
DePaul University 1997 — 2001
Bachelor of Science (B.S.)
Mizuho Securities Co., Ltd. December 2012 - Present
Superfund Asset Management May 2005 - May 2012
Lehman Brothers 1999 - 2005
Newedge (formerly FIMAT Futures) May 1991 - May 1999
Skills
Trading Strategies, Proprietary Trading, Trading, Hedge Funds, Electronic Trading, Options, Bloomberg, Trading Systems, Bloomberg Terminal, Financial Markets, Market Data, Hedging, Arbitrage, Commodity, FINRA, Traders, Derivatives
Education
DePaul University 1997 — 2001
Bachelor of Science (B.S.)
Jacqueline Triano's Lehman Brothers Experience June 2003 - October 2008
Job Director, UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Lehman Brothers June 2003 - October 2008
Skills
SDLC, Trading Systems, Market Data, Databases, Vendor Management, Agile Application..., Requirements Analysis, IT Strategy, Requirements Gathering, Business Analysis, Disaster Recovery, Software Project..., Enterprise Architecture
Education
De La Salle University
Bachelor of Science (BS), Computer Science
UBS Financial Services November 2008 - Present
Lehman Brothers June 2003 - October 2008
Skills
SDLC, Trading Systems, Market Data, Databases, Vendor Management, Agile Application..., Requirements Analysis, IT Strategy, Requirements Gathering, Business Analysis, Disaster Recovery, Software Project..., Enterprise Architecture
Education
De La Salle University
Bachelor of Science (BS), Computer Science
Deborah DuCey's Lehman Brothers Experience April 2005 - September 2007
Job Executive Assistant at Heidrick & Struggles
Industry Management Consulting
Experience
Heidrick & Struggles September 2007 - Present
Lehman Brothers April 2005 - September 2007
Strategic Resources October 2003 - April 2005
Ute Tribal Enterprises January 2001 - September 2003
Seagate Technology 1998 - 1998
Seagate Technology 1992 - 1997
Skills
Administration, Marketing, Organizational..., Executive..., Nonprofits, Spreadsheets, Entrepreneurship, Consulting, Client Billing, medical insurance, Writing
Education
Delhi University
Cultural Anthropology
University of California, Santa Cruz
Bachelor's Degree, Anthropology & South Asian Studies
Heidrick & Struggles September 2007 - Present
Lehman Brothers April 2005 - September 2007
Strategic Resources October 2003 - April 2005
Ute Tribal Enterprises January 2001 - September 2003
Seagate Technology 1998 - 1998
Seagate Technology 1992 - 1997
Skills
Administration, Marketing, Organizational..., Executive..., Nonprofits, Spreadsheets, Entrepreneurship, Consulting, Client Billing, medical insurance, Writing
Education
Delhi University
Cultural Anthropology
University of California, Santa Cruz
Bachelor's Degree, Anthropology & South Asian Studies
William Leicht's Lehman Brothers Experience 1999 - 2008
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank Vice PresidentGoldman Sachs2009 - 2011
Lehman Brothers 1999 - 2008
Education
Dartmouth College 1995 — 1999
Bachelor’s Degree
Deutsche Bank Vice PresidentGoldman Sachs2009 - 2011
Lehman Brothers 1999 - 2008
Education
Dartmouth College 1995 — 1999
Bachelor’s Degree
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS