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
Barclays June 2010 - Present
Lehman Brothers June 2006 - July 2008
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Securities, Series 7, Risk Management, Valuation
Education
Duke University 2002 — 2006
Bachelor of Science (BSc), Biomedical/Medical Engineering
St. Mary Catholic High School
Hudson Gate Partners January 2011 - Present
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2004 - September 2008
Lehman Brothers June 2001 - May 2004
Heidrick & Struggles September 2000 - May 2001
Lehman Brothers August 1995 - June 1998
Skills
Recruiting, Capital Markets, Human Resources, Hedge Funds, Executive Search, Investment Banking, Performance Management, Talent Management, Private Equity
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
Duke University 1991 — 1995
BA, Economics, English
Phillips Exeter Academy 1988 — 1991
Minnesota Vikings Football, LLC June 2015 - July 2015
EEOC May 2014 - August 2014
New York County District Attorney's Office May 2012 - July 2013
New York City Bar Association January 2012 - May 2012
Seeger Weiss LLP September 2010 - October 2011
MTV Networks June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Skadden Arps June 2006 - August 2006
Skadden Arps June 2005 - August 2005
Skills
Word, Microsoft Office, Excel, Legal Research, Analysis, Research, Microsoft Word, Microsoft Excel, Data Analysis, Time Management, Legal Writing, Public Speaking, Westlaw
Education
University of Notre Dame Law School 2013 — 2016
Juris Doctor (J.D.)
Dickinson College 2006 — 2010
Bachelor of Arts (B.A.), Political Science
MatlinPatterson July 2014 - Present
KCA Deutag March 2011 - June 2014
BlackRock May 2009 - June 2014
R3 Capital Management May 2008 - April 2009
Lehman Brothers 2006 - 2008
Chanin Capital Partners 2003 - 2006
UBS Investment Bank 2001 - 2002
Education
Duke University
Bachelor of Science (BS)
Peddie School August 2012 - Present
Princeton Junction, New Jersey 2012 - Present
Princeton Junction, NJ 2011 - Present
Barclays Capital 2008 - 2011
Princeton Academy of the Sacred Heart 2005 - 2011
Lehman Brothers 1995 - 2008
Skills
Risk Management, Sales Management, Program Trading, Electronic Trading, Equity Trading, Equity Derivatives, Mentoring, Recruitment/Retention, Middle East Relations &..., Leadership, Equities, Portfolio Management, Trading Systems, Options, Finance, Hedge Funds, Management, Capital Markets, Trading, Derivatives
Education
Duke University
Bachelor of Science (BS), Mechanical Engineering
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance
Calamos Wealth Management LLC June 2013 - Present
Fifth Third Private Bank November 2009 - June 2013
Credit Suisse May 2006 - November 2009
Lehman Brothers 1991 - 2006
Skills
Wealth Management, Asset Allocation, Investments, Mortgage Lending, Strategic Financial..., Finance, Series 7, Portfolio Management, Fixed Income, Asset Managment, Retirement Planning, Alternative Investments, Loans, Wealth Management..., Insurance, Trading, Commercial Lending, Equities, Financial Services, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
Purdue University 1987 — 1991
BS, Finance
Deutsche Bank June 2012 - Present
Barclays September 2004 - June 2012
JPMorgan Chase November 1999 - September 2004
Lehman Brothers June 1992 - May 1999
Skills
ABS, Fixed Income, Structured Products, Capital Markets, Structured Finance, CMBS, Bloomberg, Alternative Investments, Asset Managment, Investment Management, Institutional..., Series 63, Bonds, Series 7, Derivatives, Asset Management, Institutional Clients, Direct Sales, Securitiz, Wine, Hedge Funds
Education
Drexel University - LeBow College of Business 1990 — 1992
MBA, Investment Management
Villanova University 1985 — 1989
BS in Business Administration, Finance
LinkedIn June 2014 - August 2014
H.I.G. Capital July 2010 - June 2013
bcalm October 2011 - April 2013
McKinsey & Company August 2008 - July 2010
Lehman Brothers May 2007 - July 2007
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Healthcare, Technology, Corporate Development, Business Development, Strategy, Corporate Finance, Management Consulting, Strategic Partnerships, Entrepreneurship, Start-ups
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurial Management
University of Pennsylvania Law School 2013 — 2015
Certificate in Law
Duke University 2004 — 2008
Bachelor of Science, Economics
Northwestern Mutual August 2013 - Present
Engage-us, Inc. December 2011 - September 2013
All American Products April 2005 - August 2010
LookSmart July 2002 - November 2004
AOL May 2001 - June 2002
Future US July 2000 - April 2001
World Wrestling Entertainment February 1998 - June 2000
Lehman Brothers 1995 - 1998
Education
Duke University 1991 — 1995
Bachelor of Arts, Economics
Pascack Hills High School 1987 — 1991
Appointment-Plus October 2013 - Present
simpleview, inc. January 2012 - November 2012
GEICO May 2007 - September 2009
Lehman Brothers August 2005 - May 2007
Highmark August 2002 - December 2002
Skills
Management, CRM, Project Management, Agile Methodologies, Account Management, SQL, SharePoint, CMS, Customer Service, Microstrategy, Visual Studio, Six Sigma, Visio, PeopleSoft, Software Installation, Website Development, Quality System, Technical Writing, Database Admin, Database Design, Databases, Business Analysis, Leadership, Microsoft Office, Process Improvement, SaaS, Sales, Strategic Planning, Team Building, Microsoft Applications, Adobe, Hardware Installation, Insurance Software, Insurance Background, Financial Background, Desktop Application..., Zendesk, QuickBooks, MySQL, AJAX ASP CSS C++ C#..., Adobe Creative Suite, Adobe Acrobat, SAS, Enterprise Software
Education
DeVry University
Computer Information Systems Security
Cover-All Inc. November 2014 - Present
NTT DATA Americas April 2010 - Present
Goldman Sachs April 2010 - Present
Wipro Technologies May 2007 - April 2010
Barclays Capital November 2008 - February 2009
Lehman Brothers May 2007 - October 2008
DHL Global Mail December 2006 - May 2007
Infosys Technologies Ltd April 2003 - May 2007
DHL June 2003 - November 2006
Systems Plus 2002 - 2003
Skills
Core Java, Java Enterprise Edition, Spring, PL/SQL, Sybase, Apache, Oracle, DB2, Struts, Software Development, JUnit, Design Patterns, Linux, Unix Shell Scripting, Hibernate, JMS, Maven2, Subversion, JBoss Application Server, Eclipse
Education
Dharmsinh Desai Institute of Technology 1998 — 2002
Bachelor of Engineering (B.E.), Computer Science
Contra Costa Regional Medical Center February 2009 - Present
Lehman Brothers July 2005 - August 2008
Bay Area Mobile Notary April 2001 - July 2005
Fortune Strategies December 1998 - December 2000
CBRE November 1996 - November 1998
Skills
Paralegals, Notary Public, Administrative..., Real Estate, Healthcare, Legal Compliance, Calendaring, Calendars, Legal Documents, Document Review, Legal Research, Data Analysis, Process Improvement, Westlaw, Healthcare Information..., Business Analysis, Project Management, Microsoft Office
Education
San Marcos University 2008 — 2008
Paralegal Certification (Westlaw), Specializing in: Criminal Law, Immigration, Advanced Legal Research, Family/Estate/Business Law, A
Diablo Valley College 2000 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Parks Executive Coaching, LLC January 2011 - Present
Financial Industry Regulatory Authority 2003 - April 2014
JPMorgan Chase 2000 - 2002
Citi 1996 - 2000
Lehman Brothers 1992 - 1996
Resolution Trust Corp 1991 - 1991
Hunter College 1989 - 1990
Merrill Lynch 1977 - 1988
Skills
Leadership Development, Executive Coaching, Organizational..., Mergers, Coaching, MBTI Certified, FIRO-B, DISC, EQi, Hogan Assessments, Mergers & Acquisitions, Human Resources, Program Management, Management, MBTI, Leadership, Performance Management, Employee Engagement, Change Management, Training, Talent Management, Organizational..., Policy, Succession Planning, Employee Benefits, Workshop Facilitation, Organizational Design, Nonprofits, Management Development
Education
Drew University
BA, History / Poltical Science
New York University
MA, Education
Hutchinson, Shockey, Erley & Co. July 2012 - Present
Community Bank of Oak Park 2007 - July 2012
Lehman Brothers 1997 - 2001
First National Bank of Chicago 1990 - 1996
Skills
Credit Analysis, Portfolio Management, Loans, Credit, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Finance
Indiana University Bloomington
BA, French
Lake Forest High School
High School
Self Employed June 2010 - Present
Columbia Management Group October 2008 - March 2009
Cambridge Place Investment Management May 2003 - October 2007
Bracebridge Capital April 2002 - May 2003
State Street Global Advisors December 1996 - April 2002
State Street Global Advisors April 1993 - December 1996
Federal Home Loan Bank June 1992 - April 1993
Continental Bank and Trust Company March 1989 - September 1990
Illinois Company Investments June 1988 - March 1989
Lehman Brothers October 1983 - January 1988
Skills
Fixed Income, Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Asset Management, Bonds, Structured Products, Trading, ABS, Investment Banking, Securitization, Asset Managment, Credit Portfolio..., Credit Analysis, CMBS, MBS, Derivatives, Intex, Trepp, Yield book, Microsoft Excel, Enhanced Cash, Money Market, Structured Finance, Valuation, Investments, single name and index..., Financial Risk, Bloomberg, Portable Alpha, Asset Allocation, Client Presentation, Management, Risk Management, Team Leadership, Short-term bond, Corporate bond, Cash Flow Forecasting, Client Relations, Product Marketing
Education
The University of Chicago 1989 — 1991
M.B.A, Financial Management
Dickinson College 1979 — 1983
B.A, Political Science
Online Technology Associates (OTA) June 2012 - Present
Elite Telecom Services August 2011 - June 2012
Families First Global Golf Management, LLC and World Junior InterClub Golf Association, LLC September 2007 - August 2011
U.S. Kids Golf Foundation March 2004 - September 2007
Lehman Brothers 1993 - 1994
Robinson Humphrey/Shearson Lehman Brothers, Inc 1983 - 1993
First Boston 1977 - 1983
Skills
Telecom Expense..., Telecommunication..., Telecommunications..., Telecommunications..., Junior Golf, New Business Development, Business Strategy, Business Analysis, Small Business, Sales Management, Sales, Internet Services, Telephony, Avaya IP Telephony, Internet Telephony, Non-profits, Non-profit Consulting, Law Office Telephony..., Corporate Telphony..., Medical Practice..., Architect Telphony..., Golf Course Telphony..., Corporate Real Estate..., Facilities Management..., Building Management..., Multiple Location..., VoIP, Cloud Based Telphony..., MPLS, MPLS VPN, MPLS Networking, Fiber Optic Cable, Fiber Optic Networks, Cable Broadband
Education
Duke University 1969 — 1973
BA, Economics and Political Science
Lackawanna County August 2013 - Present
First National Community Bank November 2010 - July 2013
Morgan Stanley Smith Barney October 2009 - November 2010
Lehman Brothers March 1997 - January 2005
Skills
Equities, Financial Analysis, Financial Reporting, Budget, Department Budgeting, Business Profitability, General Securities..., PA Life and Health..., Risk Management, Investment Banking, Capital Markets, Budgets, Credit Analysis, Forecasting, Finance, Sarbanes-Oxley Act, Financial Services, Series 7, Retail Banking, Credit, Portfolio Management, Insurance, Credit Risk, Derivatives
Education
Drexel University - LeBow College of Business 1990 — 1994
BS Business Admin, Accounting and Finance
Scranton Preparatory School
Office of the Public Defender Maryland March 2013 - Present
Circuit Court for Prince George's County August 2012 - February 2013
Prince George's County Office of the Maryland Public Defender May 2011 - January 2012
Schwabe, Williamson, & Wyatt June 2010 - August 2010
Legal Aid Services of Oregon October 2009 - July 2010
Pickett Dummigan LLP October 2009 - November 2009
American Liver Foundation, Los Angeles, CA July 2009 - July 2009
Dickinson College August 2006 - May 2009
Public Defender Service January 2008 - May 2008
Lehman Brothers 2008 - 2008
Skills
Westlaw, Legal Research, Legal Writing, Public Speaking, Microsoft Office, Litigation, Criminal Law, Courts, Customer Service, Non-profits, Lexis, Public Interest, Outlook, Hearings, Motions, Torts
Education
Lewis & Clark Law School 2009 — 2012
Doctor of Law (J.D.)
Dickinson College 2005 — 2009
BA, Law and Policy
Forrester Research January 2014 - Present
Nauta Capital 2012 - 2013
CSMG Adventis (acquired by Cartesian) 1997 - 2009
GroupTrade 2000 - 2001
Towers Perrin 1993 - 1995
Lehman Brothers 1989 - 1992
Skills
Management Consulting, Business Development, Venture Capital, Strategic Partnerships, Business Strategy, Digital Media, Digital Strategy, Business Transformation, Marketing Strategy, Customer Experience, Consultative Selling, Go-to-market Strategy, Due Diligence, Corporate Finance, International Business, Business Case, Mergers & Acquisitions, Innovation, Mobile Strategy, Professional Services, Practice Management
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Duke University 1985 — 1989
BA
Moelis Asset Managment / Moelis & Company March 2009 - Present
UBS Investment Bank November 1999 - February 2009
Lehman Brothers March 1992 - November 1999
Salomon Brothers August 1983 - March 1992
Skills
Fixed Income, Investment Banking, Commodity, Capital Markets, Leveraged Finance, Structured Products, High Yield, Hedge Funds, Structured Finance, Private Equity, Equities, Financial Structuring, Derivatives, LBO, Valuation, Credit Derivatives, Trading, Portfolio Management, Fixed Income Analysis, Emerging Markets, Investments, Financial Markets, Securitization, Corporate Finance, Alternative Investments, Securities, Restructuring, Asset Management, Due Diligence, Bonds, Debt Restructuring, Financial Modeling, Currency, Private Placements, Venture Capital, CDS, Equity Derivatives, M&A experience, Equity Research, Equity Capital Markets, Interest Rate..., ABS, Corporate Development, CDO, Series 7, Swaps, DCF, Trading Systems
Education
Duke University 1979 — 1983
AB, Mathematics and Economics
University of Kent 1981 — 1982
Maths
Pelham Memorial High School 1976 — 1979
Colliers International January 2013 - Present
Jones Lang LaSalle May 2011 - January 2013
Bank of the West April 2008 - May 2010
ABN AMRO Bank N.V. January 2006 - April 2008
Lehman Brothers 1999 - 2003
Skills
Disposition
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, General
DeSales University 1994 — 1998
B.S., Marketing
Christian Brothers Academy
Oyster Consulting, LLC 2013 - Present
Wachovia Securities 1990 - 2012
Lehman Brothers 1987 - 1990
The Robinson-Humphrey Co. 1984 - 1987
Education
Duke University 1976 — 1980
B.A., Economics & Business
University of Virginia - Darden Graduate School of Business Administration 1994 — 1994
The Executive Program
Edelman September 2015 - Present
Edelman April 2013 - August 2015
Teneo Strategy August 2011 - December 2012
Brunswick Group August 2009 - August 2011
Lehman Brothers 2008 - 2008
Rudy Giuliani Presidential Committee May 2007 - August 2007
Republican National Committee May 2006 - August 2006
Skills
Media Relations, Strategic Communications, Politics, Press Releases, Corporate Communications, Investor Relations, Financial Communications, Crisis Communications, Political Campaigns, Internal Communications
Education
Duke University 2005 — 2009
Bachelor of Arts (BA), Political Science and Government
London School of Economics and Political Science 2007 — 2008
Study Abroad
Phillips Academy 2001 — 2005
High School
Janney Montgomery Scott 2013 - Present
Morgan Stanley/Smith Barney 2005 - 2013
Lehman Brothers 1992 - 2004
Skills
Series 7, Series 63, PA Insurance License, Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Retirement, Fixed Income, Investment Strategies, Fixed Annuities, Variable Annuities, Securities, Equities, Alternative Investments, Wealth Management..., Financial Planning, Certified Divorce...
Education
Drexel University 1987 — 1992
BS in Business Administration, Finance
Louis E. Dieruff High School 1983 — 1987
Self-Employed April 2012 - Present
MLM Healthcare Consulting & Recruitment 2011 - 2012
Lehman Brothers August 1989 - October 1994
Skills
Strategic Communications, Strategic Planning, Customer Engagement, Marketing Communications, Operational Excellence, Sales, Marketing...
Education
DeSales University 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Liberal Arts
UBS Global Asset Management April 2013 - Present
Guggenheim Partners October 2012 - April 2013
Neuberger Berman April 2011 - November 2012
Neuberger Berman March 2007 - April 2011
Lehman Brothers March 2005 - March 2007
Spectrum Global Fund Administration December 2004 - March 2005
Vining Sparks, IBG August 2002 - December 2004
AMERICAN STROKE ASSOCIATION August 2003 - October 2004
Skills
Fixed Income, Bloomberg, Securities, Valuation, Accounting, Investment Management, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Recruiting, Software Documentation, Customer Service, Fundraising, Funding, Internet Explorer, Troubleshooting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance / Sustainable Management
Louisiana State University 1998 — 2002
Bachelors of Science, Finance
Entrust Datacard July 2015 - Present
Ultimate Spice May 2009 - Present
United Airlines October 2014 - July 2015
Catholic Health Initiatives January 2013 - January 2015
Catholic Health Initiatives January 2012 - January 2013
Catholic Health Initiatives September 2010 - January 2012
Acme Distribution January 2009 - July 2010
Kforce-Denver International Airport August 2008 - January 2009
Sage Hospitality Resources February 2008 - June 2008
Lehman Brothers December 2002 - January 2008
Skills
Troubleshooting, Active Directory, Servers, Software Documentation, Citrix, SharePoint, Visio, Microsoft Exchange, Technical Support, Networking, Windows XP, Windows 7, Disaster Recovery, Vendor Management, Software Installation, Help Desk Support, Hardware, Databases, System Deployment, Process Improvement, Operating Systems, Laptops, Windows, Customer Service, Wireless Networking, Information Technology, BMC Remedy, Blackberry, VMware, Integration, SCCM, Microsoft Excel, System Administration, Printers, Bomgar, Windows Server, VPN, Computer Hardware, Virtualization, Windows XP Pro, Windows Mobile, Remedy Ticketing System, SQL, IT Management, DNS, Call Centers, Office 2010, IT Operations, XP, Microsoft Office 2010
Education
ITT Technical Institute
Bachelor, Science Information Systems Security
DeVry University-Missouri
Associate of Applied Science, Electronics
Avila University
Bachelor of Science, Marketing
Brinson Patrick 2013 - 2014
Bloomberg Tradebook 2010 - 2013
The New York Society of Security Analysts (NYSSA) 2006 - 2010
Lehman Brothers 2004 - 2006
FBR 2001 - 2003
US Army 1990 - 1994
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Business Strategy, Risk Management, Finance, Equity Research, Investments, Equities, Portfolio Management, Analysis, Hedge Funds, Corporate Finance, Bloomberg, Investment Strategies, Strategy, Capital Markets, Mutual Funds, Valuation, Management, Business Analysis, Investor Relations, Start-ups, Alternative Investments, Leadership, Investment Banking, Private Equity, Asset Management, Investment Management
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance
Drexel University 1985 — 1990
BS, Accounting and Finance
Officer's Entry Level Management & Leadership Course (Armor Officer Basic Course) 1990 — 1990
Commandant's List, Military Science, Leadership and Operational Art
CS Technology November 2011 - Present
Barclays Capital September 2008 - November 2011
Lehman Brothers December 2004 - September 2008
Lehman Brothers June 2003 - December 2004
Lehman Brothers September 2000 - June 2003
Lehman Brothers August 1999 - September 2000
Skills
ITIL, IT Management, Project Management, Relationship Management, System Administration, Management, Technical Support, Change Management, Windows 7, Leadership, Telecommunications, Unix, Windows XP, Databases, Information Technology, Infrastructure, Business Analysis, Vendor Management, Disaster Recovery, Program Management, Risk Management
Education
Dowling College 2002 — 2003
MBA, Information Technology
State University of New York College at Oswego 1994 — 1999
BA, Information Systems
Mercuria Energy America, Inc August 2014 - Present
JPMorgan Chase August 2012 - August 2014
Fortress Investment Group October 2011 - August 2012
Credit Suisse March 2005 - January 2011
TradeWeb March 2003 - January 2005
Deutsche Bank February 2001 - March 2003
Lehman Brothers October 2000 - February 2001
The Vanguard Group March 1993 - October 2000
Skills
Microsoft Excel, Visual Basic, VBA, Access, SQL, XML, Visual C++, HTML scripting, OLAP, Essbase, Data Cubes, Credit Derivatives, Exotic Derivatives, Fixed Income Technology, Fixed Income Portfolio..., Market Data, Valuation, VAR, Derivatives, Integration, Data Warehousing, Software Development, Options, Equities, Risk Management
Education
University of Houston, School of Continuing and Professional Studies 2014 — 2014
C# I and C# II, Application Development, Pass (Pass/Fail)
New York University 2003 — 2005
Certificate, C++ Programming
Drexel University 1997 — 2000
Business
Kutztown University of Pennsylvania 1985 — 1989
KCG Americas LLC May 2010 - Present
LaBranche Financial Services LLC October 2008 - January 2010
Lehman Brothers January 1998 - January 2008
Lehman Brothers January 1996 - January 1998
Morgan Stanley March 1993 - April 1996
USMC July 1986 - February 1993
Skills
Leadership, Project Management, Risk Management, Trading, Account Reconciliation, Equities, Financial Services, Fixed Income, Middle Office, Settlement, Securities, Bloomberg, Financial Risk, Capital Markets, Derivatives
Education
Dominican College of Blauvelt 1998 — 2003
BS, Financial Management
Morgan Stanley June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers January 2006 - September 2008
Townsend Analytics May 2002 - January 2006
TTC InfoAge December 1999 - January 2002
Information Resources, Inc. May 1994 - October 1999
Northern Trust June 1993 - January 1994
Skills
Bloomberg, Credit Derivatives, Integration, Software Development, Hedge Funds, Financial Risk, SDLC, Securities, Project Management, Portfolio Management, SQL, Trading Systems, Equities, Capital Markets, Market Data, Risk Management
Education
The University of Chicago - Booth School of Business
MBA High Honors, Finance, Marketing, Entrepreneurship
DePauw University
BA Magna Cum Laude, Computer Science, Economics
Shanghai Jiao Tong University
International Business, Computer Science
Millennium Partners August 2014 - Present
Self-employed November 2010 - Present
Murex North America August 2006 - November 2010
Murex North America April 1999 - August 2006
Lehman Brothers 1993 - 1999
Skills
Derivatives, Trading Systems, FX Options, Capital Markets, Fixed Income, Trading, Equities, Options, Risk Management, Equity Derivatives, Financial Markets, Business Analysis, Sybase, Back Office, Commodity, Rates, Swaps, Interest Rate..., Financial Modeling, VBA, Quantitative Finance, Market Data, Middle Office, Structured Products, Credit Risk, Valuation, Commodity Markets, Operational Risk, Market Risk, Credit Derivatives, Quantitative Analytics, Murex, Oracle, Agile & Waterfall..., NetBeans, Java, Microsoft Visual Studio..., XML, Python, SQL, Bonds, Portfolio Management, Bloomberg, Financial Services, Electronic Trading, Financial Risk, Settlement, Emerging Markets, Securities, Interest Rates
Education
DeSales University 1987 — 1991
BA
Yale University 1990 — 1990
The Johns Hopkins University 1984 — 1985
CTY
NYSE December 2011 - Present
Deutsche Bank AG March 2008 - December 2011
Lehman Brothers 2007 - 2007
Skills
Market Data, Product Management, Trading Systems, Derivatives, Fixed Income, Options, Business Strategy, Business Development, Vendor Management, Analysis, Cross Functional..., Product Lifecycle..., Data Analysis, Product Development, Business Analysis
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance & Strategy
IESE Business School - University of Navarra
Doing Business in Spain and The European Union
INCAE Business School
Doing Business in Costa Rica: Sustainable Business in Latin America
Rensselaer Polytechnic Institute
Master of Science (M.S.), Electrical Engineering
Devi Ahilya Vishwavidyalaya
Bachelor of Engineering (B.E.), Electronics and Telecommunications Engineering
Comcast December 2012 - Present
Morgan Stanley April 2010 - January 2012
Morgan Stanley September 2004 - April 2010
Lehman Brothers February 2000 - September 2004
Skills
Administrative..., Management, Customer Service, Human Resources, Program Management, Vendor Management
Education
DeVry University 2013 — 2016
Bachelor of Business Administration (BBA), Project Management, 3.5
Katherine Gibbs School 1995 — 1996
Executive Assistant/Executive Secretary, 3.0
UBS August 2014 - Present
Wells Fargo Advisors 2012 - August 2014
Morgan Stanley February 2000 - February 2012
Morgan Stanley July 1995 - February 2000
Lehman Brothers February 1984 - July 1995
Skills
Series 7, Asset Allocation
Education
Fairleigh Dickinson University 1990 — 1993
MBA
Fairleigh Dickinson University 1980 — 1983
B.S.
Drexel University - College of Business and Administration 1978 — 1979
Princeton University February 2013 - Present
Princeton University September 2009 - Present
Lehman Brothers February 1998 - February 2001
Republic National Bank April 1995 - February 1998
Societe Generale 1993 - 1995
Sanwa BGK Securities 1990 - 1993
Skills
Global Relationship..., Leadership Development, Fixed Income, Financial Statement..., Credit Analysis, Equity Research, Business Strategy, Marketing Strategy, Data Analysis, Risk Management, Management Consulting, Superior Client Service, Collaborative Problem..., Project Management, Cross-functional Team..., International Education, Educational Management, Executive Education, Academic Advising
Education
Dominican University of California
Master of Arts (M.A.), International Economics and Political Science
Trinity College
Bachelor of Arts (B.A.), Economics
Chicago Public Schools June 2014 - Present
Academy of Urban School Leadership (AUSL) June 2013 - June 2014
Chicago Public Schools August 2012 - June 2013
Chicago Public Schools November 2011 - August 2012
Chicago Public Schools November 2010 - November 2011
Chicago Public Schools October 2009 - November 2010
Barrington Strategic Wealth Mangement Group, formerly SWMG of Dearborn Partners March 2008 - October 2009
JPMorgan December 2003 - February 2008
Principal Financial Group 2000 - 2003
Lehman Brothers 1998 - 2000
Skills
Strategic Planning, Data Analysis, Public Speaking, Financial Analysis, Fundraising, Budgets, Project Management, Non-profits, Staff Development, Asset Managment, Investments, Management, Portfolio Management, Leadership Development, Research, Program Management, Teaching, Microsoft Office, Due Diligence, Risk Management, Grants, Nonprofits, Recruiting, Start-ups
Education
National-Louis University 2013 — 2014
Master of Arts (M.A.), Teaching
Quinlan School of Business, Loyola University Chicago 1998 — 2000
MBA, finance
DePauw University 1989 — 1993
BA, Political Science
Amazon.com 2011 - Present
Credit Suisse 2010 - 2011
Lehman Brothers / Barclays Capital 2008 - 2010
Lehman Brothers 2002 - 2006
Skills
Corporate Development, Private Equity, Financial Modeling, Investment Banking, Venture Capital, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Investments, Finance, Fixed Income, Leveraged Finance, Syndications, Business Strategy, Project Finance, LBO, Portfolio Management
Education
MIT Sloan School of Management 2006 — 2008
M.B.A.
Duke University 1998 — 2002
Bachelor of Arts (B.A.), Political Science
CNSI August 2012 - Present
Verizon January 2012 - September 2012
Barclays Capital September 2008 - December 2011
Lehman Brothers June 2007 - August 2007
Infosys July 2004 - June 2006
Skills
Sun Certified Java..., Java, J2EE, Network Engineering, Web Services, SQL, SQL Server, SOA, soap, WSDL, Struts, Design Patterns, HTML/XML, JavaScript, Core Java, Flex, OOP, Databases, Servlets, Investment Banking, Java Enterprise Edition, Java, Microsoft SQL Server, Weblogic, J2EE Application..., Oracle, IT Service Management, Unix, SOAP, Unix Shell Scripting, Spring, PL/SQL, Tomcat, JSP
Education
University of Maryland Baltimore County 2006 — 2008
MS, Computer Science
Doctor Babasaheb Ambedkar Marathwada University 2000 — 2004
BE, Computer Science
S.B. College of Science 1996 — 1998
VL Financial Associates / UniqueIO 2012 - Present
Pledge4Good 2011 - 2013
Scopia Capital 2010 - 2011
Nomura 2008 - 2010
Lehman Brothers 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Duke University 2002 — 2006
A.B., Majors in Economics and Spanish; Minor in Political Science
Horace Mann School 1999 — 2002
Facebook April 2015 - Present
Prudential Financial October 2013 - March 2015
The Posse Foundation 2002 - 2015
American Express August 2011 - October 2013
Draftfcb February 2010 - August 2011
DiversityInc July 2008 - April 2009
DiversityInc July 2008 - December 2008
Lehman Brothers 2003 - 2008
Skills
Strategy, Project Management, Diversity & Inclusion, Strategic Communications, Talent Management, Social Media, Performance Management, Budgets, Human Resources, Research, Strategic Planning, Marketing, Cultural Diversity, Marketing Communications, Diversity Program..., Diversity Training, Multicultural..., Marketing Strategy, Integrated Marketing, Supplier Diversity, Employee Resource Groups, Human Capital Analytics, Diversity Councils, Leadership, Program Management, Employee Engagement
Education
Dickinson College
BA, Religion, American Studies
MacroCatalysts, LLC April 2011 - Present
The Boston Consulting Group June 2014 - August 2014
Barclays Capital September 2008 - April 2011
Lehman Brothers May 2007 - September 2008
Skills
Equities, Series 7, Capital Markets, Fixed Income, Portfolio Management, Options, Investments, Hedge Funds, Bloomberg, Business Strategy, Trading, Series 63, Commodity, Economics, Investment Strategies, Equity Trading, Equity Derivatives, FX Spot, Marketing Strategy, Private Equity, Investment Banking, Emerging Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Entrepreneurship
Duke University 2004 — 2008
Bachelor’s Degree, Public Policy, Markets & Management
Berkeley Preparatory School
High School
Century 21 M&M and Associates July 2013 - Present
ACN Telecommunications July 2010 - Present
Keller Williams Realty July 2012 - July 2013
Century 21 April 2010 - July 2012
Citigroup April 2007 - November 2008
Lehman Brothers November 2004 - April 2007
RBC Global Asset Management (U.S.) Inc. October 2002 - November 2004
Skills
Short Sales, Real Estate, Relocation, Property, Foreclosures, First Time Home Buyers, National Association of..., Residential Homes, Investments, Selling, Buyers, e-PRO, Referrals, Rentals, New Home Sales, Negotiation, Real Estate Transactions, Sales, Marketing, ABR, Pricing, Sellers, Investment Properties, Investors, Seniors, Real Property, Luxury, Property Management, Short Sale &..., Price, REO, Listings, Single Family Homes, Condos, Buyer Representation, Certified Distressed..., Buyer's Price Opinion..., Technology Certified, First Time Buyers, Residential, FHA, GRI, SRS
Education
Diablo Valley College 2009 — 2009
Real Estate
New York University 1985 — 1989
BS, Business
Citi March 2010 - Present
RG Global Technologies LLC March 2010 - February 2011
Barclays Capital September 2008 - March 2010
Lehman Brothers May 2006 - September 2008
Citi April 2005 - May 2006
TEJ Technologies November 2000 - April 2005
CMC Ltd June 1998 - October 2000
Skills
Java, Java Enterprise Edition, JMS, Tibco EMS, Sybase, Oracle, WebSphere MQ, Fixed Income Trading..., Weblogic, Electronic Trading, Agile Project Management
Education
Devi Ahilya Vishwavidyalaya 1995 — 1998
Master of Computer Applications, Computer Science
Devi Ahilya Vishwavidyalaya 1992 — 1995
Bachelor of Science, Computer Science
PrecisionLender May 2015 - Present
PrecisionLender September 2014 - May 2015
MaxPoint August 2013 - September 2014
MaxPoint January 2013 - August 2013
MaxPoint February 2011 - January 2013
Brown Law LLP October 2010 - February 2011
fro-zen llc January 2009 - October 2010
Lehman Brothers July 2007 - September 2008
Lehman Brothers June 2006 - September 2006
Skills
Online Marketing, Entrepreneurship, Social Media, Online Advertising, Research, Sales, Consulting, Retail, Financial Modeling, Competitive Analysis, Analytics, Market Research, Corporate Finance, Statistics, Digital Marketing, Marketing Strategy, Digital Strategy, Account Management, Google Analytics, B2B, DoubleClick, Advertising, Digital Media
Education
Duke University 2003 — 2007
B.S., Economics, Markets and Management Studies, Chinese
North Carolina School of Science and Mathematics 2001 — 2003
NV Energy May 2015 - Present
Marketing Evolution January 2014 - May 2015
University of Nevada Reno August 2012 - December 2013
Stroller Strides Reno April 2008 - April 2011
Wells Fargo Bank May 2006 - October 2007
Lehman Brothers July 2001 - February 2005
MAPICS, Inc June 2000 - August 2000
Bently Nevada Argentina June 1999 - July 1999
Skills
Capital Markets, Economics, Training, CRM, Equities, Program Management, Marketing, Microsoft Excel, Statistics, Data Analysis
Education
University of Nevada-Reno 2011 — 2015
Doctor of Philosophy (Ph.D.), Economics
University of Nevada-Reno 2007 — 2010
M.B.A.
Duke University 1997 — 2001
Bachelor of Science, Economics
Barclays June 2015 - Present
BNP Paribas December 2014 - May 2015
BNY Mellon May 2013 - December 2014
The Paul Carrick Brunson Agency March 2013 - December 2013
JP Morgan Chase May 2010 - September 2012
DTCC May 2009 - May 2010
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Bloomberg May 2006 - July 2006
Friedman Kaplan Seiler & Adelman LLP January 2005 - December 2005
Skills
Quality Center, PowerPoint, Project Management, Microsoft Excel, Software Packaging, Web Applications, Technical Writing, Databases, Operating Systems, Sarbanes-Oxley Act, Requirements Analysis, Business Applications, Organization, Forecasting, Cross-functional Team..., Special Events...
Education
DePauw University 2005 — 2009
religious studies, chemistry
Washington Irving High School
Washington Irving High School
Squire Patton Boggs October 2014 - Present
RJL Wealth Management, LLC September 2009 - March 2011
Barclays Investment Bank September 2008 - August 2009
Lehman Brothers July 2007 - August 2008
Skills
Public Speaking, Legal Research, Financial Analysis, Legal Writing, Leadership, Investments, Insurance, Finance
Education
Georgetown University Law Center 2012 — 2014
Juris Doctor, Law
Dickinson College 2003 — 2007
Bachelor of Arts (B.A.), International Business & Management
Citi April 1992 - Present
Citi October 2014 - Present
Citi January 2008 - October 2014
Citi January 2005 - December 2008
Citi January 1998 - December 2005
Citi April 1992 - January 1998
Lehman Brothers 1986 - 1991
Skills
Capital Markets, Fixed Income, Derivatives, Business Strategy, Strategy, Business Intelligence, Analytical Skills, Information..., Creative Visualization, Data Analysis, Project Management, Business Process..., Global Business Planning, Financial Analysis, Financial Reporting, Human Resources, Finance, Data Modeling, Quantitative Analytics, Rapid Prototyping, Rapid Visualization, Investment Banking
Education
Drew University
Bachelor's Degree, Economics
WorldWide Tech Services August 2009 - June 2013
Revel Entertainment September 2012 - October 2012
Hewlett-Packard February 2012 - May 2012
Qualxserv August 2009 - August 2011
TheMarkets.com 2007 - 2008
Medco March 2004 - May 2007
PartMiner 2000 - 2001
Pfizer January 2000 - October 2000
BNP Paribas 1997 - 1999
Lehman Brothers April 1998 - July 1998
Skills
Active Directory, Trading Floor, Troubleshooting, Servers, XP, Software Installation, Scripting, Operating Systems, Windows, Computer Hardware, Deployment, Administration, Data Center, Customer Relations, Hardware, System Administration, Ghosting, Project Management, Security, System Deployment, Microsoft Exchange, VPN, Unix, Windows Server, HP, Customer Service, Citrix, Network Security, Technical Support, A+ Certified, Help Desk Support, Networking, VMware ESX, Integration, Printers, Routers, DNS, Firewalls, TCP/IP, Laptops, SCCM, Antivirus, Solaris, Windows XP, Backup Exec
Education
DeVry University 1992 — 1996
Star Technical Institute 1991 — 1991
Certificate Computer Information Systems
Healthjump Inc. 2013 - Present
AGC Partners 2012 - 2012
Russell, Sturgis & Co. 2009 - 2012
Merrill Lynch 2005 - 2009
Morgan Stanley 2000 - 2003
Lehman Brothers 1999 - 2000
Merrill Lynch 1997 - 1999
Brown Brothers Harriman January 1996 - January 1997
Overseas Private Investment Corporation 1995 - 1996
Cargill Investor Services 1995 - 1995
Skills
Financial Modeling, Equity Research, Valuation, Equities, Private Equity, Investment Banking, Asset Management, Financial Analysis, Mergers & Acquisitions, Emerging Markets, Investments, Portfolio Management, Capital Markets, Financial Advisory, Project Finance, Fixed Income, Alternative Investments, Venture Capital, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Business Strategy, Strategy
Education
Yale University - Yale School of Management 2003 — 2005
MBA
American University, Washington D.C 1994 — 1996
MA
Dickinson College
BA
The PrivateBank and Trust Company March 2008 - Present
Derivis LLC December 2007 - March 2008
ABN AMRO July 2005 - November 2007
AIG Financial Products April 2004 - June 2005
Fleet Bank April 2001 - April 2004
First Union National Bank April 1994 - March 2001
JPMorgan August 1991 - April 1994
Lehman Brothers May 1990 - August 1990
Skills
Interest Rate Swaps, Risk Management, Options, Currency, Swaps, Forwards, Hedging, FX, Derivatives, Interest Rate..., Capital Markets, Banking, Fixed Income, Financial Institutions, FX Options, Treasury Management, Investments, Financial Markets, Corporate Finance, Financial Risk, Credit, Portfolio Management, Finance, Structured Finance, Securities, Loans, Financial Services, Equity Derivatives, Financial Structuring, Commodity, FX trading
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
Duke University 1986 — 1989
BS, Computer Science, Economics
University of Oxford 1988 — 1988
British Literature
Admiral Farragut Academy 1980 — 1986
Ace Gazette August 2012 - Present
Trading Consultants Inc April 2012 - Present
Naturopathic Counsel and Nutrition July 1995 - Present
Charlotte Mecklenburg Schools June 2002 - May 2013
Oppenheimer & Co. June 1990 - July 1995
Lehman Brothers March 1987 - June 1990
Gulf Coast Sources Inc March 1984 - February 1987
Nichimen June 1982 - April 1984
Tubos Reunidos Industrial S.L.U October 1980 - December 1982
United States Steel Corporation June 1975 - October 1980
Skills
Buzan Learning Skills, Neuro Linguistic..., SnD Currency Trading, Licensed Naturopath (NC), Licensed Real Estate..., Foreign Exchange, Banking, Financial Markets, Risk Management, Economics, Sellers, Financial Analysis, Capital Markets, Trading, Strategic Planning, Institutional Giving, FX trading, Traders, Business Strategy, Proprietary Trading, Currency, Trading Strategies, Risk Arbitrage, Hedge Funds, Electronic Trading..., Fundamental Analysis, MetaTrader, Training, Entrepreneurship, Trading Systems, Equity Trading, Educational Technology, Stock Trading, Technical Analysis, Commodity, Bloomberg Terminal, Stock Market, Asset Managment, Bonds, Financial Modeling, Stocks, Alternative Investments, Management, Fixed Income, Hedging, Quantitative Finance, Equity Research, Investment Strategies, Emerging Markets, Portfolio Management
Education
Ace Gazette Traders Academy 2012 — 2014
Professional Trader Forex and CFD, Currency Trading, Gunner Level II of 5 Levels
Pepperdine University, The George L. Graziadio School of Business and Management 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Duke University 1970 — 1974
Bachelor of Arts (BA), Economics
Nurse Care of North Carolina October 2012 - Present
Arosa LLC July 2011 - Present
Acumen Fund June 2009 - August 2009
Atrium Holding Company 2006 - 2008
Lehman Brothers 2004 - 2006
Skills
Financial Modeling, Due Diligence, Venture Capital, Mergers, Valuation, Financial Analysis, Equities, Strategy, Investments, Entrepreneurship, Private Equity
Education
Harvard Business School 2008 — 2011
MBA
Harvard Kennedy School of Government 2008 — 2011
MPP
Duke University 1998 — 2002
BA, Public Policy, History
UBS Private Wealth Management October 2008 - Present
Lehman Brothers 2003 - 2007
First Chicago July 1998 - February 2002
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance & Accounting
Drake University 1994 — 1998
BS, Finance
Astra Oil Company, Inc. January 2015 - Present
Exxon Mobil Corporation September 2008 - January 2015
Entergy January 2008 - August 2008
Lehman Brothers June 2007 - August 2007
ASI Federal Credit Union April 2005 - May 2007
Skills
Payroll, Financial Reporting, Financial Analysis, File Management, SAP, CorpTax, Dataflex, Tax Preparation, RIA, eForms, Leadership, Fixed Assets, Entrepreneurship, Employee Benefits, General Ledger
Education
Prairie View A&M University 2009 — 2011
MBA, Business Administration/Accounting
Dillard University 2005 — 2008
Bachelor's, Accounting/Management/Entrepreneurship
Delgado Community College 2003 — 2005
A.A, Management
Eleanor McMain Magnet 1998 — 2002
Santander Bank, N.A. October 2012 - Present
Financial Representative July 2010 - October 2012
EDSI 2009 - 2010
Lehman Brothers March 2008 - March 2009
JPMorgan Chase May 2005 - March 2008
Skills
Series 63, Mutual Funds, Insurance, Finance, FINRA, Term Life Insurance, IRAs, Long Term Care Insurance, Series 6, Strategic Financial..., Securities, Health Insurance, Retirement Planning, Fixed Annuities, Fixed Income, Group Medical, Real Estate, Financial Planning, Investments, Customer Service, Management, Portfolio Management, Retirement
Education
Dickinson College 2001 — 2005
Bachelor of Arts (B.A.), Double Major in International Business and Management/ Economics
August Martin High School
Facebook February 2014 - Present
Facebook September 2013 - February 2014
Facebook February 2011 - February 2014
Microsoft April 2010 - March 2011
Microsoft September 2008 - April 2010
Microsoft June 2007 - March 2010
Microsoft October 2005 - June 2007
Applied Semantics, Inc. September 2000 - June 2003
OneWest.net January 2000 - August 2000
Lehman Brothers July 1998 - November 1999
Skills
Product Management, Strategic Partnerships, Go-to-market Strategy, Product Planning, Corporate Development, Product Marketing, Business Development, Business Strategy, Partner Management, Monetization, Start-ups
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Duke University 1994 — 1998
BSE
Bank of America April 2011 - Present
Morgan Stanley July 2007 - April 2011
Lehman Brothers February 2003 - June 2007
Self-employed June 1995 - February 2003
Tech Hackers 1997 - 2000
Goldman Sachs January 1994 - June 1995
Lockheed Martin June 1991 - December 1993
Skills
Fixed Income, Credit Risk, Risk Management, Data Warehouse..., Derivatives, Grid Computing, Capital Markets, Data Warehousing, Financial Risk, Sybase, Trading, Trading Systems
Education
Drexel University 1986 — 1991
BS & MS
Lehman Brothers July 2005 - March 2008
Sutter Securities Incorporated June 2001 - May 2003
Juno Online Services, Inc. January 2000 - June 2001
KPMG Advisory January 1998 - January 2000
Education
Duke University 2003 — 2005
MBA
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Loyola University Maryland 1993 — 1997
BBA
MJT Technologies March 2015 - Present
Barclays Capital September 2008 - February 2015
Lehman Brothers August 2005 - September 2008
RQSI / Access Asset Management March 2001 - August 2005
Carr Global Advisors October 1998 - March 2001
Fenchurch Capital Management August 1995 - October 1998
Skills
Trading, Derivatives, Fixed Income, Hedge Funds, Equities, Capital Markets, Valuation, Alternative Investments, Asset Managment, Portfolio Management, Options, Microsoft SQL Server, Stored Procedures, Data Reconciliation, Straight Through..., Process Automation, MIS, Managed Futures, Futures Trading, Commodity Pools, Trading Systems, Bloomberg, Data Warehousing, Investments, Risk Management, Finance, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
Masters, Finance
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachleor, Finance
Movable Ink November 2013 - Present
Pave.com August 2013 - Present
Model Student March 2013 - Present
SecondMarket, Inc. March 2011 - April 2013
Lime Wire, LLC August 2009 - January 2011
Primafuel, Inc. March 2008 - July 2009
Lehman Brothers August 2006 - March 2008
Microsoft September 2005 - August 2006
Microsoft June 2004 - September 2005
Microsoft April 2001 - June 2004
Skills
Strategic Partnerships, Strategy, Business Development, Entrepreneurship, Enterprise Software, Cross-functional Team..., Mergers & Acquisitions, Financial Modeling, Management, Strategic Planning, Leadership, Marketing Strategy, Business Planning, Due Diligence, Team Leadership, Corporate Finance, Integrated Marketing, Integration, Marketing, Corporate Development, Start-ups, Venture Capital, Product Management, SharePoint, Project Planning, Equities, Finance, SaaS, Go-to-market Strategy, Competitive Analysis, Valuation, Mobile Devices
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA)
Duke University 1991 — 1995
Bachelor of Science Engineering (BSE), Electrical Engineering
Shareagenarians.com February 2015 - Present
Markit February 2010 - January 2015
TandemSeven October 2008 - February 2010
Lehman Brothers April 2008 - September 2008
Molecular Inc December 2006 - March 2008
Bridgeline Software March 2005 - December 2006
OPCENTER, LLC March 2001 - May 2002
Snickelways Interactive March 2000 - April 2001
Skills
User Experience, Experience Design, Requirements Analysis, Information Architecture, Interaction Design, User Interface Design, E-commerce, User-centered Design, Integrated Marketing, Product Management, Usability, Wireframes, User Interface, Digital Strategy, Web Applications, Agile Project Management, Leadership, Business Efficiency, Business Process..., Strategic Planning, Agile Methodologies, Web Development
Education
Drexel University 1984 — 1986
M.S., Information Science & Technology
The George Washington University 1977 — 1981
B.A., American Civilization
Warren Western Reserve High School
New Mountain Capital September 2010 - Present
Oak Hill Advisors, L.P. February 2006 - September 2010
Goldman Sachs February 1998 - February 2006
Lehman Brothers 1996 - 1998
Bankers Trust Company August 1993 - February 1996
Education
University of Pennsylvania - The Wharton School 1991 — 1993
mba, business
DePauw University 1984 — 1988
Ende Capital Inc 2005 - Present
TEDxWallStreet July 2011 - Present
Silver Leaf Partners 2012 - Present
BorrowersFirst, Inc. August 2012 - March 2014
Lehman Brothers April 2001 - February 2005
NetCentric Partners March 2000 - April 2001
Bear Stearns & Co. March 1998 - March 2000
Bankers Trust March 1995 - March 1998
Kidder Peabody / Paine Webber March 1995 - March 1995
Salomon Brothers March 1995 - March 1995
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Venture Capital, Due Diligence, Portfolio Management, Asset Managment, Financial Modeling, Private Equity, Entrepreneurship, Capital Markets, Start-ups, Derivatives, Risk Management, Equity Derivatives
Education
Duke University
Bachelor of Arts (B.A.), Economics
Edgemont High
KeyBanc Capital Markets April 2001 - Present
Advest Inc. January 2000 - April 2001
J.C. Bradford 1991 - 1999
Tucker Anthony 1984 - 1991
Lehman Brothers 1982 - 1984
Skills
Equities, Investment Banking, Capital Markets, Equity Research, Business Strategy, Equity Sales, Investments, Valuation
Education
New York University, Stern School of Business 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BA, International Studies
Ranney
Silverpeak Real Estate Partners June 2010 - Present
Lehman Brothers June 2008 - June 2010
Marcum & Kliegman LLP September 2005 - June 2008
Allstate Insurance May 2003 - September 2005
Coughlin Foundotos Cullen & Danowski LLP January 2001 - May 2003
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA, Acctg, Corp Fin, Fin Inst & Mkts
Dowling College 1999 — 2001
BBA, Accounting
Fiore LLC April 2011 - Present
Amalgamated Bank 2008 - February 2011
Gramercy Capital Corp 2006 - 2007
Lehman Brothers 2004 - 2006
Arbor Commercial Mortgage 2003 - 2004
Skills
Loans, Portfolio Management, Financial Structuring, Credit, Asset Management, Structured Finance, Credit Risk, Underwriting, Mezzanine, Investments, Real Estate, Due Diligence, Mortgage Lending, Workout, Negotiation, Syndications, Commercial Lending, Banking, Restructuring, Equities, Management, Structuring, Acquistions and sales, Construction Loans
Education
Dickinson College
B.A., Liberal Arts and Sciences, General Studies and Humanities
Fordham University - Graduate School of Business Administration
MBA, Finance
AXA US April 2015 - Present
AXA US December 2014 - Present
New Venture Innovations December 2010 - Present
AXA US November 2012 - November 2014
AXA US July 2011 - November 2012
Prudential Financial July 2008 - November 2010
The ZiZo Group January 2008 - May 2008
Lehman Brothers June 2007 - August 2007
UBS Investment Bank June 2006 - August 2006
Prudential Financial June 2004 - June 2006
Skills
Strategy, Business Development, Start-ups, Financial Services, Business Strategy, Management, Strategic Planning, Product Development, Market Analysis, Financial Analysis, Marketing, Financial Modeling, Management Consulting, Asset Managment, Analytics, Competitive Analysis, Agile Methodologies, IT Governance, Program Management, Sales, Entrepreneurship, Selling, Investments, Corporate Finance, Business Planning, Strategic Partnerships, Governance, Asset Management, Leadership, Executive Management, Portfolio Management, Consulting, Project Management, Relationship Management
Education
Duke University
BS, Economics
Harvard Business School
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch July 2013 - October 2014
Bank of America Merrill Lynch December 2010 - July 2013
Morgan Stanley October 2008 - December 2010
Lehman Brothers July 2007 - September 2008
Bloomberg June 2005 - August 2005
Bloomberg June 2004 - August 2004
Bloomberg June 2002 - August 2002
Skills
Recruiting, Human Resources, Personnel Management, Leadership
Education
Dickinson College 2003 — 2007
Hedge Fund 2010 - 2011
American International Group 2010 - 2010
Lehman Brothers 2005 - 2008
CharterMac 2005 - 2005
Emmet, Marvin & Martin, LLP 2003 - 2005
Education
Dowling College
MS
Marist College
BA, Communications-Public Relations
Mercy HS
Mercy HS
mercy high school
Yardi March 2015 - Present
Various January 2014 - Present
Tesla Motors February 2014 - September 2014
Sunrun February 2010 - February 2014
Bloom Energy May 2009 - January 2010
Bloom Energy November 2006 - April 2009
Genentech June 2005 - June 2006
Genentech August 2003 - June 2005
Morgan Stanley Venture Partners July 1999 - June 2001
Lehman Brothers July 1997 - June 1999
Skills
Product Management, Strategy, Product Marketing, Renewable Energy, Leadership, Sales, Operations Management, Product Development, Start-ups, Program Management, Corporate Finance, Marketing Strategy, Business Development, Innovation, Management, Marketing, Venture Capital
Education
Stanford University Graduate School of Business 2001 — 2003
MBA
Duke University 1992 — 1996
B.S., Molecular Biology
Nevada High School 1988 — 1992
Sterne Agee CRT June 2015 - Present
BTIG, LLC September 2013 - June 2015
LL Capital Asset Management 2013 - 2013
Weiss Multi-Strategy Associates 2008 - 2012
Banc of America Securities 2000 - 2008
Lehman Brothers 1999 - 1999
Columbia Capital Corporation 1995 - 1998
Skills
Equities, Due Diligence, Capital Markets, Financial Modeling, Investment Banking, Valuation, Bloomberg, Portfolio Management, Hedge Funds, Investments, Asset Management, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Bonds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Virginia 1995 — 1998
Creative Writing
Duke University 1991 — 1995
B.A., English
Quince Orchard HS
Deloitte June 2014 - Present
Deloitte & Touche April 2011 - June 2014
Barclays Capital September 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Morgan Stanley January 2006 - October 2006
Skills
Equities, Financial Services, Capital Markets, Bloomberg, Derivatives, Project Management, Change Management, Risk Assessment, User Acceptance Testing, Relationship Management, Third Party Vendor..., Business Requirements, Dodd-Frank, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science, Business Administration - Majors: Economics and Finance
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Drew University 2004 — 2006
BA, Economics
Opes Advisors, Inc. September 2015 - Present
Management Professional Seeking Employment August 2015 - Present
Thirty-One Gifts January 2012 - Present
Stearns Lending April 2014 - August 2015
PMAC Lending Services December 2012 - April 2014
Bank of America January 2008 - December 2012
The Body Shop at Home October 2007 - 2009
Lehman Brothers 2007 - 2007
Fremont and Investment and Loan 1998 - 2007
Fremont Investment and Loan August 2005 - July 2006
Skills
Loans, Credit, Mortgage Banking, Leadership, Underwriting, Loan Origination, Mortgage Lending, Training, Team Building, FHA, Management, Residential Mortgages, Banking, Credit Analysis, Mortgage Servicing, Refinance, Finance, Executive Management, Customer Service, Consumer Lending, Mortgage Underwriting, Loan Servicing, PowerPoint, Loss Mitigation, Real Estate, Sales Management, Risk Management, Commercial Lending, Budgets, Marketing, Financial Risk, Insurance, Mentoring
Education
University of Phoenix 2008 — 2010
BSM, Management
Diablo Valley College 1991 — 1994
AA, Business
South Brunswick High School 1986 — 1990
Fannie Mae July 2014 - September 2014
Berkeley Point Capital LLC September 2012 - October 2013
New York University May 2011 - August 2013
UBS July 2008 - November 2008
Lehman Brothers May 2006 - August 2006
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Real Estate, Capital Markets, Real Estate Development, Private Equity, Argus Modeling, Mergers & Acquisitions
Education
New York University 2010 — 2011
M.S., Real Estate
DePauw University 2003 — 2007
BA, History and Economics
CrossCountry Mortgage, Inc. August 2015 - Present
Ally Financial Inc. March 2015 - August 2015
Prosperity Home Mortgage March 2013 - March 2015
PwC October 2011 - February 2013
Ernst & Young March 2010 - October 2011
Deutsche Bank April 2009 - February 2010
MHI Mortgage June 2007 - December 2008
Lehman Brothers 2005 - 2007
ABN AMRO 2003 - 2005
Skills
Banking, Business Analysis, Business Process, Business Process..., Change Management, Credit, Credit Risk, Due Diligence, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Management, Mergers, Mortgage Banking, Mortgage Lending, Portfolio Management, Process Improvement, Recruiting, Risk Management, Strategic Planning, Strategy, Vendor Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Management
Western Michigan University
BA - Finance, Finance and Financial Management Services
Neuberger Berman August 2000 - Present
Smith Barney August 1993 - March 1998
Lehman Brothers October 1989 - August 1993
Skills
Alternative Investments, Hedge Funds, Bloomberg, ETFs, Private Equity, Financial Services, Trading, Series 24, Derivatives, Financial Modeling, Financial Markets, FINRA, Emerging Markets, Investment Banking, Equity Trading, Separately Managed..., Series 7, Series 63
Education
Drew University 1979 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Viacom December 2007 - Present
New York & Company April 2005 - October 2007
National Football League March 2002 - April 2005
Aetna October 2000 - April 2001
Prudential Healthcare April 1999 - October 2000
Technology Solutions Company February 1998 - April 1999
Lehman Brothers August 1993 - February 1998
New York Law Publishing Company October 1987 - August 1993
Skills
ITIL, SharePoint, Business Intelligence, Scrum, SDLC, Business Analysis, Agile Methodologies, Swift Alliance, SWIFT payments, SWIFT messaging, SWIFTNet, IT2 TMS, Treasury, HFM, Essbase, EBAM, Oracle EPM Suite 11, FDM, Banking, Financial Analysis, Risk Management
Education
DeVry University 1984 — 1987
Bachelor of Science (BS), Computer Information Systems
HireRight July 2013 - May 2014
SYSPRO February 2012 - July 2013
USRES June 2008 - January 2011
Lehman Brothers April 2004 - November 2007
Skills
Firewalls, Troubleshooting, Networking, Visio, Software Documentation, SDLC, SQL, Windows, C-ISAM, Active Directory, Web Services, Microsoft SQL Server, Analysis, Windows Server, Software Installation, Technical Support, Business Analysis, Integration
Education
DeVry University 2008 — 2011
BSc CIS, Information Systems Security
BNY Mellon - Corporate Treasury 2014 - Present
BNY Mellon 2012 - 2014
BNY Mellon 2010 - 2012
The Bank of New York Mellon 2007 - 2010
Lehman Brothers 2004 - 2007
Education
Drexel University
Bachelor of Science (B.S.), Business Administration, Management of Information Systems
Citi Private Bank June 2010 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers December 2007 - September 2008
Goldman Sachs 2005 - 2007
Deutsche Bank 1999 - 2002
First Analysis 1992 - 1999
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Equities, Fixed Income, Investment Strategies, Wealth Management, Investments, Investment Advisory, Asset Management, Investment Management, Capital Markets, Private Equity, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance
Drake University 1984 — 1988
Kelley Drye & Warren LLP August 2015 - Present
Xerox Litigation Services July 2011 - Present
Synergy Legal Professionals on behalf of Huron Consulting Group February 2009 - July 2011
American Conference Institute September 2008 - November 2008
LEHMAN BROTHERS August 2005 - March 2008
Champion Mortgage October 2002 - November 2003
Wireless Facilities, Inc April 2001 - May 2002
New York City Administration for Children's Services August 1999 - April 2001
Skills
Project Management, Management, Product Management, Cross-functional Team..., Program Management, Litigation, Loans, Mergers & Acquisitions, Legal Research, Mortgage Lending, Risk Management
Education
New York Law School 1996 — 1999
JD, LAW
Drew University 1992 — 1996
BA
WashingtonFirst Bank December 2013 - Present
Northern Virginia Community College 2013 - 2015
Northern Virginia Community College 2013 - 2015
Northern Virginia Community College 2013 - 2015
I-CARE, INC July 2013 - August 2013
Road Runner Sports May 2012 - July 2013
REI November 2011 - May 2012
Tradeware August 2007 - May 2010
Lehman Brothers April 2004 - December 2006
Neuberger Berman March 2000 - May 2004
Skills
Cisco Technologies, VPN, Network Security, Data Center, TCP/IP, Disaster Recovery, Switches, Firewalls, Networking, Vendor Management, Security, Market Data, MPLS, National Academy of..., Team Leadership, Sales, Low Latency, Trading Systems, Exchange Connectivity, Network Engineering, BGP, LAN-WAN, Troubleshooting, Cyber-security, IPS, Wireshark, Nessus, Nmap, Routing, Information Security, Cisco Routers, Computer Security, Infrastructure, EIGRP, Network Administration
Education
Northern Virginia Community College 2013 — 2015
Associate of Science (AS), Information Technology, 3.8 GPA
Northern Virginia Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), CyberSecurity, 3.8 GPA
Dover Business College 1996 — 1996
Certification, Computer Systems Networking and Telecommunications, 4.0
Carlyle Group, The July 1996 - Present
Lehman Brothers July 1994 - June 1996
Education
Duke University 1990 — 1994
Deloitte June 2011 - June 2012
TIAA-CREF August 2007 - January 2009
Wachovia 2002 - 2007
Lehman Brothers February 2001 - December 2001
Jane Street Capital April 2000 - February 2001
Susquehanna Investment Group September 1997 - March 2000
Skills
Fixed Income, Risk Management, Banking, Financial Services, Capital Markets, Derivatives, Finance, Securities, Equities, Investments, Analysis, Trading, Options, Investment Banking, FX Options, AML, Financial Markets, Strategy, FINRA, KYC, Financial Risk, Leadership
Education
Drexel University
Grindstone Asset Management March 2013 - Present
Ladder Capital Finance LLC June 2010 - March 2013
Grindstone Asset Mangement June 2008 - June 2010
Lehman Brothers 1997 - 2008
Financial & Engineering Consulting Group 1991 - 1997
ESTATE DEVELOPERS/OWNERS/MANAGERS AND ARCHITECTS 1981 - 1990
Education
New York University
M.S., Real Estate
Drexel University
B.S., Design
Lehman Brothers August 2006 - Present
Education
Drexel University - LeBow College of Business 2002 — 2005
Prophet March 2012 - Present
Pinnacle Foods Group LLC January 2011 - March 2012
Pinnacle Foods Group LLC July 2010 - January 2011
Pinnacle Foods Group LLC January 2010 - July 2010
Pinnacle Foods Group LLC October 2009 - January 2010
Procter & Gamble June 2008 - September 2008
Lehman Brothers June 2004 - June 2007
Lehman Brothers September 2002 - June 2004
Skills
Marketing Strategy
Education
SDA Bocconi 2009 — 2009
The University of Chicago Booth School of Business 2007 — 2009
MBA, Marketing, Entrepreneurship
Duke University 1998 — 2002
BS, Economics
Bridgewater College August 2014 - Present
Mount St. Mary's University March 2008 - October 2013
Lehman Brothers June 2006 - September 2007
AltaBanc Financial August 2004 - April 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Budget, Accounting, Fundraising, Jenzabar Software, Citrix, Notary Public, SharePoint, Microsoft Acesss, Microsoft Publisher, PowerPoint, Software, Underwriting, Loans, Credit, Management, Administrative..., Time Management, Statistics, SPSS, Leadership
Education
Mount St. Mary's University 2009 — 2011
MBA, Business Management
Drexel University 1992 — 1996
BS, Criminal Justice
Markit April 2014 - Present
Ipreo March 2013 - March 2014
Ipreo January 2010 - March 2013
Luxe Marketing Concepts March 2009 - December 2009
International Market Recruiters November 2008 - January 2009
Lehman Brothers June 2007 - September 2008
Lehman Brothers June 2006 - August 2006
Lehman Brothers 2004 - 2004
Skills
Equities, Analysis, Documentation, Requirements Analysis, Business Analysis, Software Project..., Product Management, Direct Sales, Direct Marketing, Client Relationship..., Client Services, Product Demonstration, Functional..., Training & Development, Technical Liaison, Client Interfacing
Education
Dickinson College 2003 — 2007
Bachelor of Arts, American Studies
Fannie Mae March 2010 - Present
Assetlink May 2008 - March 2010
ServiceLink, part of the Fidelity National Financial Family May 2008 - March 2010
Specialized Loan Servicing April 2007 - April 2007
Aurora Loan Services May 2004 - April 2007
Lehman Brothers 2004 - 2007
Wells Fargo Home Mortgage August 1996 - May 2004
Skills
Loan Servicing, Loss Mitigation, Mortgage Banking, Default, Mortgage Lending, Mortgage Servicing, Loan Origination, Short Sales, Foreclosures, Residential Mortgages, Loans, Risk Management, Underwriting, REO, Asset Management, Banking, Bankruptcy, Credit, FHA, Mortgage Underwriting, Portfolio Management
Education
Des Moines Area Community College 1985 — 1986
JPMorgan Chase & Co. December 2014 - Present
Bridgewater Associates November 2013 - December 2014
Philadelphia Eagles February 2011 - February 2012
Davis Polk & Wardwell LLP September 2009 - February 2011
Lehman Brothers August 2002 - September 2004
Education
Fordham University School of Law 2006 — 2009
Juris Doctor, Law
DePauw University 1997 — 2001
B.A., Economics
Cushman & Wakefield November 2013 - Present
Barclays Capital January 2012 - November 2013
MF Global August 2009 - January 2012
Barclays Capital September 2008 - August 2009
Lehman Brothers May 2005 - September 2008
Credit Suisse First Boston August 2000 - May 2005
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance, Innovation & Entrepreneurship
Drew University 1994 — 1998
BA, Economics
Ascend Capital January 2014 - Present
Robert W. Baird & Co. December 2009 - January 2014
WebTrends August 2008 - November 2009
Lehman Brothers June 2006 - July 2008
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Investments, Equities
Education
Duke University 2002 — 2006
Media MVMT July 2011 - Present
The Greenlining Institute September 2011 - August 2012
NYC Department of Education June 2011 - August 2011
New York University September 2010 - December 2010
Women of Color Policy Network March 2010 - December 2010
Institute for Women's Policy Research May 2009 - August 2009
New York University September 2008 - May 2009
Lehman Brothers October 2006 - September 2008
Lehman Brothers June 2005 - October 2006
Skills
Research, Policy Analysis, SPSS, Policy, Statistics, Stata, Wordpress, Customer Service, Data Analysis, Excel, PowerPoint, Word, Event Planning, Program Management, Photography, Spanish, Team Leadership, Budget Monitoring, Scheduling, Workshop Development, Grant Research
Education
New York University 2008 — 2011
MPA, Public & Nonprofit Management and Policy
DePauw University 2001 — 2005
Bachelor's, Women's Studies, Spanish
Pontificia Universidad Católica Madre y Maestra 2004 — 2004
Townsend Harris High School 1998 — 2001
Humanities
Lehman Brothers 1993 - Present
Price Waterhouse 1990 - 1993
Skills
Capital Markets, Hedge Funds, Alternative Investments, Private Equity, Derivatives, Fixed Income, Equity Derivatives, Equities, Asset Management, Trading, Investment Banking, Credit Derivatives, Structured Products, Product Control, Corporate Finance, Financial Modeling, Financial Structuring
Education
Duke University
Bachelor's degree, Economics
New York University
Master of Business Administration (MBA), Accounting
School District of Springfield Township 2009 - Present
Conrail October 1988 - December 1998
Lehman Brothers September 1983 - June 1986
Education
Drexel University 1986 — 1988
MBA, Statistics
Lafayette College 1979 — 1983
BA, Economics and Business
Nomura Securities International October 2009 - Present
Barclays Capital September 2008 - October 2009
Lehman Brothers September 1997 - September 2008
Skills
ISDA, Securities Lending, Options, Management, Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Software Documentation, Securities, Bloomberg, Negotiation, Swaps, Equity Derivatives, Credit Derivatives, Trading
Education
Dowling College 1995 — 1997
MBA, General Management
Dowling College 1991 — 1995
BS, Social Sciences
FDM Wealth Management August 2012 - Present
Located at Esquire Bank August 2012 - Present
Citi- Citi Personal Wealth Management August 2008 - August 2012
NYCB- Roslyn Savings Bank August 2006 - August 2008
Capital One- (Formally North Fork and Greenpoint Savings) July 2000 - August 2006
Morgan Stanley June 1998 - July 2000
Parkville Ltd. June 1995 - June 1998
Lehman Brothers July 1994 - August 1995
PwC January 1992 - June 1992
PwC January 1991 - June 1991
Skills
Certified Financial..., Wealth Management, Wealth Management..., Estate Planning, Retirement Planning, Portfolio Management, Asset Management, Mutual Funds, Investments, Securities, Financial Services, Financial Planning, Insurance, Wealth Accumulation, Asset Allocation
Education
Dowling College 2002 — 2005
Master of Business Administration (M.B.A.), Banking and Finance
Drexel University 1989 — 1994
Bachelors in business administration, Accounting/Finance
Independent Consultant/Contractor January 2009 - Present
Lehman Brothers 2003 - October 2008
Sector Inc 2001 - 2003
Fame Information Services 1994 - 2001
Bridge Information Systems 1983 - 1994
Skills
Equities, Market Data, Electronic Trading, Capital Markets, Fixed Income, Trading Systems, Derivatives
Education
Washington University in St. Louis
DSc, Bioengineering and Biomedical Engineering
Drexel University
MSBmE, Bioengineering and Biomedical Engineering
Drexel University
BSEE, Electrical and Electronics Engineering
Deutsche Bank December 2013 - Present
Bank of America October 2010 - October 2012
Lehman Brothers October 2005 - October 2010
Ernst & Young October 2002 - September 2005
GMAC Mortgage March 2000 - April 2002
GE Capital March 1994 - February 2000
Skills
Product Control, Credit Derivatives, Investment Banking, Securitization, Cash Flow Forecasting, Mortgage Lending, FAS 157, Capital Markets, Fixed Income, Derivatives, Swaps, Middle Office, Valuation, Financial Reporting, Equity Derivatives, Operational Risk, Sarbanes-Oxley Act, Corporate Finance, Account Reconciliation, Interest Rate..., Structured Products, Credit Risk, Financial Modeling, Market Risk, Trading, Risk Management, Managerial Finance, Financial Risk, Loans, Financial Analysis, Securities, Investments, Credit, Portfolio Management, Internal Controls, Bonds, Auditing
Education
Drexel University 1990 — 1991
MBA, Finance
Rider University 1982 — 1986
BS in Commerce, Finance
Apollo Management L.P. May 2009 - Present
Lehman Brothers July 2005 - May 2009
BearingPoint May 2005 - July 2005
Ernst & Young September 2004 - May 2005
Capgemini February 2004 - September 2004
United Nations June 2003 - February 2004
RelianceSoft Inc May 2002 - June 2003
Skills
PeopleSoft, SQR, Crystal Reports, Informatica, PeopleCode, Supply Chain Management, PeopleTools, Process Scheduler, nVision, SQL Server, Query, ETL, SQL, XML, ERP, Financials, General Ledger, HRIS, Production Support, Benefits, Performance Tuning, FSCM, SDLC, Asset Management, Accounts Payable, Data Conversion, E-procurement, Benefits Administration, Web Services, Purchasing, Application Development, MS Project, Requirements Gathering, Microsoft SQL Server, PeopleSoft Financial, Business Analysis
Education
Indiana State University 2000 — 2002
Master of Science, Math & Computer Science
Doctor Babasaheb Ambedkar Marathwada University 1995 — 1999
Bachelor of Engineering, Computer Science & Engineering
PricewaterhouseCoopers February 2009 - Present
Lehman Brothers 2005 - 2008
Lehman Brothers 2001 - 2005
Lehman Brothers 1999 - 2001
Harmonic Drive Systems 1996 - 1999
Skills
Talent Management, Project Management, Management, Strategy, Leadership, E-Learning, Training, Human Resources, Strategic Planning, Performance Management, Marketing, Outsourcing, Vendor Management, Employee Training, Financial Services, Budgets, Organizational..., Leadership Development, Projects, Employee Engagement, Negotiation, Blended Learning, User Experience, Executive Management, Learning Management..., Web Design, Program Management
Education
Dowling College 1992 — 1996
BA, Marketing
BNP Paribas September 2015 - Present
Santander January 2014 - Present
Bloomberg LP June 2012 - December 2013
Bloomberg May 2010 - June 2012
Bloomberg July 2009 - May 2010
Bloomberg January 2009 - July 2009
China Horizon Management LLC May 2008 - December 2008
Lehman Brothers May 2007 - August 2007
Education
Dickinson College 2004 — 2008
B.A.
Pomfret School 2001 — 2004
Eaglebrook School 1999 — 2001
Risk Focus October 2013 - Present
Citi November 2008 - October 2013
Lehman Brothers July 2005 - October 2008
CMC Ltd December 2002 - May 2003
Skills
SDLC, Unix, Java, SQL, Trading Systems, WebLogic, Business Analysis, Derivatives, Sybase, Agile Methodologies, Weblogic, Fixed Income
Education
New York University 2003 — 2005
Masters, Information Systems
Dharmsinh Desai Institute of Technology 1999 — 2003
Bachelor's degree, Computer Engineering
Barclays September 2008 - Present
Lehman Brothers June 2000 - Present
Lehman Brothers June 2000 - September 2008
Education
Dowling College 1995 — 1999
BA, Aeronautics & Economics
American Ballet Theatre December 2011 - Present
The Neuberger Berman Foundation December 2008 - July 2013
Teach for America April 2009 - December 2011
Lehman Brothers April 2000 - October 2008
The Lehman Brothers Foundation April 2000 - October 2008
American Ballet Theatre 1998 - 2000
CSC Index 1996 - 1997
Skills
Analysis, Budgets, Business Development, Event Management, Fundraising, Grants, Management, Nonprofits, Philanthropy, Program Management, Project Management, Proposal Writing, Strategic Planning, Leadership
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Management and Finance
Duke University 1990 — 1993
BA, Political Science
Eastside High School 1986 — 1990
Federal Reserve Bank of New York August 2012 - Present
Federal Reserve Bank of New York January 2009 - August 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers June 2006 - September 2008
Skills
Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Staff Development, Financial Analysis, Organizational...
Education
New York University
M.S. in HR Management & Development, In Progress
Dickinson College
Bachelor of Arts, American Studies, Minor - Anthropology
St. John's University July 2013 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers 2000 - 2008
KeySpan September 1998 - March 2000
Skills
Facilities Management, Property Management, Corporate Real Estate, Real Estate, Procurement, LEED, Management, Leadership, Portfolio Management, Vendor Management, Asset Management, Real Estate Transactions, Financial Modeling, Due Diligence, Contract Negotiation, Leases, Contract Management, Negotiation, Financial Analysis, Commercial Real Estate, LEED Accredited, Real Estate Development, Budgets, Valuation
Education
Dowling College 1999 — 2002
MBA, General Management
Georgia Institute of Technology 1995 — 1998
BME, Mechanical Engineering
State University of New York - Farmingdale 1993 — 1995
Associates, Engineering Science
Wells Fargo Securities November 2014 - Present
Barclays September 2013 - October 2014
Bank of America Merrill Lynch August 2007 - September 2013
Lehman Brothers July 2005 - July 2007
Credit Suisse First Boston June 2004 - August 2004
Skills
Dodd-Frank, NAESB, ISDA, CFTC, NYMEX, Energy Derivatives, Commodity Risk..., Endur, Options, Finance, Trading, Product Control, Derivatives, Bloomberg
Education
Dillard University 2001 — 2005
BA, Accounting
FirstKey April 2015 - Present
Spring Hill Capital Partners 2011 - April 2015
Spring Hill Capital Partners August 2009 - 2011
Lehman Brothers June 2008 - August 2008
Wachovia Securities, LLC 2002 - 2007
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance / Entrepreneurship
Duke University 1998 — 2002
BS, Economics
RoundPoint Mortgage Servicing Corporation July 2015 - September 2015
Wells Fargo June 2014 - December 2014
HF Financial March 2013 - June 2013
New York Life Insurance Company March 2012 - January 2013
Bank of America July 2004 - June 2011
Merrill Lynch February 1999 - November 2003
Lehman Brothers 1996 - 1998
Lehman Brothers 1991 - 1996
Smith Barney 1987 - 1991
Salomon Brothers 1986 - 1987
Skills
Fixed Income, Investment Banking, Securities, Capital Markets, Financial Analysis, Financial Reporting, Fixed Annuities, Retirement Planning, Syndications, Middle Office, IPO, Bonds, Municipal Bonds, Equity Capital Markets, TQM- Total Quality..., Process Improvement, Six Sigma, Excel, Personal Financial..., Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Long Term Care Insurance, Health Insurance, Investments, Financial Services, Life Insurance, Long-term Care, Financial Markets, Product Control, Finance, Insurance, Mutual Funds, Strategic Financial..., Series 7
Education
Fordham University Graduate School of Business Administration 1988 — 1991
MBA, Finance
Dowling College 1981 — 1985
BBA, Accounting
Inferential Advisory April 2014 - Present
Inferential Focus April 2014 - Present
UBS September 2010 - February 2014
Barclays Capital September 2008 - September 2010
Lehman Brothers 2000 - September 2008
Skills
Intelligence, Equities, Strategic Thinking, Portfolio Management, Investments, Equity Research, Institutional, Trading, Derivatives, Capital Markets, Hedge Funds, Strategic Consulting, Emerging Trends, Fixed Income, Writing, Cash, Structured Products
Education
University of Chicago 2002 — 2005
MBA, Finance
Drake University 1996 — 2000
BA, History
Global Sigma Group, LLC March 2015 - Present
PING Capital Management, Ltd. February 2008 - February 2015
SAC Capital 2006 - 2008
Lehman Brothers 1992 - 2006
Skills
Equities, Alternative Investments, Options, Bloomberg, Capital Markets, Asset Management, Bonds, Financial Modeling, Investment Banking, Fixed Income, Hedge Funds, Derivatives, Investment Strategies, Valuation, Financial Markets, Investor Relations, FX Options, Securities, Equity Derivatives, Corporate Finance, Private Equity, Investments, Trading Systems, Hedging, Fund Of Funds, Structured Products, Venture Capital, Electronic Trading, Asset Allocation, Trading, Portfolio Management, Equity Research, Series 7, Emerging Markets, Due Diligence, Commodity, Prime Brokerage
Education
Duke University
BA, Economics
Fordham Gabelli School of Business
Business Administration and Management, General
NYU Tax
Jefferies LLC 2013 - Present
Citi 2009 - 2013
UBS Investment Bank 2006 - 2009
Lehman Brothers 2004 - 2006
Merrill Lynch 1988 - 2002
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Duke University 1984 — 1988
BS, Electrical Engineering, Economics
Nomura Securities June 2014 - Present
Minaret Properties, LLC January 2012 - Present
Lion's Path Capital, LLC. November 2009 - December 2011
Galleon Group May 2007 - December 2008
Partner Fund Management May 2004 - May 2007
Lehman Brothers 2000 - 2004
KBW 1996 - 1999
Loan Pricing Corporation 1993 - 1996
Skills
Equity Research, Portfolio Management, Investments, Securities, Financial Services, Hedge Funds, Equities, Financial Modeling, Valuation, Asset Managment, Capital Markets, Equity Valuation, Risk Management, Asset Management, Emerging Markets, Investment Banking, Mutual Funds, Finance, Financial Risk, Asset Allocation, Investment Management, Bonds, Investment Strategies
Education
University of Maryland College Park 1990 — 1993
MBA & MPM, Business & Public Policy
Dickinson College 1986 — 1990
BA, Political Science
Pinnacle Advisory Group 2014 - 2015
FTA Partners 2010 - 2012
C Change Investments 2008 - 2010
Lehman Brothers 2007 - 2008
Cru Capital 2005 - 2007
Deutsche Bank 1996 - 2004
Scudder Investments 2000 - 2002
Banker Trust 1996 - 2000
AllianceBernstein 1990 - 1996
Skills
Hedge Funds, Due Diligence, Investments, Portfolio Management, Alternative Investments, Asset Managment, Bloomberg, Investment Banking, Private Equity, Venture Capital, Asset Management, Risk Management, Options, Derivatives, Trading, Equities
Education
Dowling College 1991 — 1993
Master's degree, Business Administration and Management, General, 3.7
Dowling College 1980 — 1986
BA, Math
Deutsche Bank February 2014 - Present
Deutsche Bank May 2013 - February 2014
Deutsche Bank Securities January 2012 - May 2013
MIT Sloan School of Management August 2009 - May 2011
Deutsche Bank June 2010 - August 2010
Nomura September 2008 - June 2009
Lehman Brothers June 2007 - September 2008
Skills
Financial Modeling, Valuation, Emerging Markets, Corporate Finance, Bloomberg, Investment Banking, LBO, Hedge Funds, High Yield, Capital Markets, DCF, Credit Trading, Credit Analysis, Credit Derivatives, Derivatives Trading, Trading, Equities, Structured Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Finance
Duke University 2003 — 2007
Bachelor of Science in Engineering, Electrical Engineering and Economics
The Mosaic Company August 2014 - Present
The Mosaic Company October 2013 - Present
The Mosaic Company February 2012 - October 2013
Ameriprise Financial Services, Inc. July 2011 - February 2012
Ameriprise Financial Services, Inc. December 2006 - July 2011
PNC 2003 - 2006
Lehman Brothers 2001 - 2003
Education
Duke University 1986 — 1991
AB, English
EY September 2014 - Present
Morgan Stanley June 2011 - December 2013
Lehman Brothers February 2008 - November 2009
BNP Paribas July 2006 - February 2008
Prudential Financial August 2001 - July 2006
Skills
Fixed Income, Equities, Derivatives, MBS, Swaps, Middle Office, Client Services, Prime Brokerage, Bonds, Treasury, Settlements, Trading, Bloomberg, Hedge Funds, Securities, Risk Management, Management, Investment Banking, Financial Services, Financial Analysis, Capital Markets
Education
Dominican College of Blauvelt 1997 — 2001
B.S., Finance
UBS Financial Services Inc. September 2008 - Present
Lehman Brothers 2006 - 2008
Tax Attorney 1998 - 2006
Education
New York University School of Law
LLM, Tax Law/Taxation
Temple University - James E. Beasley School of Law
JD
Drexel University - College of Business and Administration 1987 — 1992
BS, Accounting & Finance
Sun Life Financial January 2015 - Present
Sun Life Financial October 2013 - January 2015
Silvermine Capital Management July 2010 - October 2013
Barclays Wealth September 2008 - July 2010
Lehman Brothers November 2007 - September 2008
Education
Dickinson College 2003 — 2007
B.A., International Business & Management
Citi 2015 - Present
Bank of America Merrill Lynch 2009 - 2014
Invista Asset Management 2002 - 2009
Principal Global Investors 2000 - 2002
UBS O'Connor 1999 - 2000
Driehaus Capital Management LLC 1999 - 1999
Lehman Brothers 1997 - 1999
J.P. Morgan 1994 - 1997
KPMG 1992 - 1994
Price Waterhouse Management Consultants 1989 - 1992
Skills
Investments, Alternative Investments, Trading, Risk Management, Hedge Funds, Portfolio Management, Asset Management, Research, Financial Modeling, Capital Markets, Equities, Derivatives, Equity Derivatives, Financial Analysis, Valuation, Market Risk, Financial Risk, Financial Regulation
Education
Drexel University 1987 — 1992
MBA, Investment Management
Rutgers University-New Brunswick 1983 — 1987
BS, Electrical and Computer Engineering
Goldman Sachs April 2012 - Present
Goldman Sachs July 2009 - April 2012
Goldman Sachs May 2007 - July 2009
Bloomberg LP June 2006 - August 2006
Lehman Brothers June 2005 - August 2005
Skills
Bloomberg Terminal, Human Resources, Data Analysis, Business Analysis, Project Management, Project Planning, PeopleSoft, Microsoft Excel, Access, Business Objects, Analysis, Recruiting, Leadership
Education
Dickinson College 2003 — 2007
Bachelors, Economics
Richmond Hill High School 1999 — 2003
Diploma
Wealth and Investment Management at Barclays September 2008 - Present
Lehman Brothers June 2008 - September 2008
Skills
Series 7, Series 66, Series 3, Series 63, Uniform Combined State...
Education
Dickinson College 2004 — 2008
Bachelor of Arts (B.A.), Economics
State Street Global Markets December 2012 - Present
UBS Investment Bank January 2009 - November 2012
Lehman Brothers August 2008 - January 2009
UBS Investment Bank July 2007 - July 2008
RBS 2006 - 2007
Xsillica May 2005 - August 2006
Skills
Informatica, Oracle PL/SQL..., Unix Shell Scripting, Autosys, Release Management, Release Engineering, Data Warehousing, SDLC, ETL, Tortoise SVN, Regression Testing, 24x7 Production Support, SQL, Databases, Oracle, Data Integration, Shell Scripting, PL/SQL, Oracle SQL Developer
Education
Dublin Institute of Technology 2003 — 2004
Master's degree, International Business, A Grade
Osmania University 1997 — 2001
Bachelor's in Engineering
Healthfirst August 1998 - October 2003
Lehman Brothers 1989 - 1994
Skills
Wellness, Coaching, Nutrition, Healthcare, Fitness, Personal Training, Personal Development, Wellness Coaching, Public Speaking, Customer Service, Public Health, Holistic Health, Strategic Planning, Training, Management, Hospitals, ICD-10, Healthcare Management, Leadership Development, Healthcare Consulting, Healthcare Information..., Managed Care, Entrepreneurship, Physicians, Healthcare Industry, Medicaid, Quality Improvement, Revenue Cycle, HIPAA, Provider Relations, Physician Relations, Medicare, Disease Management, Revenue Cycle Management, Health Information..., Health Information..., HMO, EMR, Meditech, Informatics, Practice Management, CPOE, Performance Improvement, ICD-9, Utilization Management, Healthcare Analytics, Network Development, Health Policy, JCAHO, PPO
Education
DeSales University 1982 — 1987
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Red Bank Catholic High School 1979 — 1982
BA Business Management, B.A . Business Management
Room to Breathe 2011 - Present
Family Caregiver 2008 - 2010
Bessemer Trust 2006 - 2007
Credit Suisse 2004 - 2005
UBS Investment Bank 2001 - 2003
Paine Webber 1999 - 2001
Morgan Stanley 1998 - 1999
ING 1997 - 1998
Lehman Brothers 1996 - 1997
Barclays 1993 - 1996
Skills
Concur, Outlook, Microsoft Word, Trading Floor, Phone Turret, Dictaphone, Typing: 70 wpm, Word Processing, Proofreading, Phone Etiquette, Travel Arrangements, Discretion, Confidentiality, Multi Tasking, Customer Service, Time Management, Dedicated Professional, Loyal, Prompt, Microsoft Office, Microsoft Excel, RFP, Timeslips, PowerPoint, Internet, Bloomberg Terminal, Reuters, Wordperfect, ACT!
Education
Fort Lewis College 1982 — 1985
Bachelor's degree, Psychology / Sociology / English
DePauw University 1981 — 1982
Elementary Education and Teaching / Psychology
Espírito Santo January 2012 - August 2014
Vector Global January 2011 - August 2011
Mora Capital Management LLC October 2006 - December 2010
First New York Securities September 1999 - July 2004
Daiwa Securities April 1994 - February 1999
BBVA Probursa Casa de Bolsa S.A. de C.V. July 1992 - April 1994
Lehman Brothers September 1989 - June 1992
Skills
Equities, Portfolio Management, Trading, Investments, Hedge Funds, Strategy, Investment Strategies, Technical Analysis, International Sales, Latin America, Sales, Research, Emerging Markets, Bloomberg, Asset Management, Securities, Electronic Trading, Derivatives, Options, Series 7, Financial Markets, Mutual Funds
Education
Drexel University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Villanova University 1984 — 1987