Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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Lehman Brothers Employees
Employee
Years
Job
Industry
Ed Stout Ed Stout's Lehman Brothers Experience June 2005 - March 2008
Job Managing Partner at Grant Cooper & Associates
Industry Staffing and Recruiting
Experience
Grant Cooper & Associates November 2014 - Present
Grant Cooper & Associates July 2012 - Present
Objective Health, a McKinsey Solution for Healthcare Providers April 2008 - July 2012
Lehman Brothers June 2005 - March 2008
McKinsey & Company June 2001 - June 2005
US Navy May 1998 - May 1999
US Navy May 1997 - May 1998
US Navy February 1996 - May 1997
Skills
Business Strategy, Entrepreneurship, Corporate Development, Management Consulting, Mergers, Start-ups, Strategic Planning, Financial Modeling, Business Planning, Change Management, Strategy, Venture Capital, Private Equity, Client Development, Healthcare, Risk Management, Performance Management, Sales, Banking, Budgets, Recruiting, Mergers & Acquisitions, Leadership, Process Improvement, Team Building, Management, Operations Management, Financial Services, Product Development, Executive Management, Integration, Cross-functional Team..., Business Development, Strategic Consulting, Analytics, Business Process..., Business Transformation, Sales Operations, Acquisition Integration, Strategic Partnerships, Program Management, Consulting, Competitive Analysis, P&L Management, Finance, Executive Search, Product Management, Outsourcing, CRM, Organizational Design
Education
Duke University - The Fuqua School of Business 1999 — 2001
M.B.A., Finance, Consulting
United States Naval Academy 1990 — 1994
B.S., Systems Engineering
Grant Cooper & Associates November 2014 - Present
Grant Cooper & Associates July 2012 - Present
Objective Health, a McKinsey Solution for Healthcare Providers April 2008 - July 2012
Lehman Brothers June 2005 - March 2008
McKinsey & Company June 2001 - June 2005
US Navy May 1998 - May 1999
US Navy May 1997 - May 1998
US Navy February 1996 - May 1997
Skills
Business Strategy, Entrepreneurship, Corporate Development, Management Consulting, Mergers, Start-ups, Strategic Planning, Financial Modeling, Business Planning, Change Management, Strategy, Venture Capital, Private Equity, Client Development, Healthcare, Risk Management, Performance Management, Sales, Banking, Budgets, Recruiting, Mergers & Acquisitions, Leadership, Process Improvement, Team Building, Management, Operations Management, Financial Services, Product Development, Executive Management, Integration, Cross-functional Team..., Business Development, Strategic Consulting, Analytics, Business Process..., Business Transformation, Sales Operations, Acquisition Integration, Strategic Partnerships, Program Management, Consulting, Competitive Analysis, P&L Management, Finance, Executive Search, Product Management, Outsourcing, CRM, Organizational Design
Education
Duke University - The Fuqua School of Business 1999 — 2001
M.B.A., Finance, Consulting
United States Naval Academy 1990 — 1994
B.S., Systems Engineering
Lisa Huber Ganderson's Lehman Brothers Experience July 2008 - September 2008
Job Senior Associate at GE Ventures
Industry Venture Capital & Private Equity
Experience
GE Ventures July 2014 - Present
Black Coral Capital June 2013 - August 2013
Rocky Mountain Institute May 2012 - July 2012
Nicholas Institute for Environmental Policy Solutions 2011 - May 2012
Barclays Capital September 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Skills
Series 7, Capital Markets, Bloomberg, Equities, Derivatives, Financial Analysis, Energy Modeling, Series 63, Series 55, Renewable Energy, Energy, Data Analysis, Due Diligence
Education
Duke University - Nicholas School of the Environment 2011 — 2014
Master of Environmental Management, Energy & Environment
Duke University - The Fuqua School of Business 2011 — 2014
MBA, Finance
University of Michigan 2004 — 2008
BBA, Finance, Mathematics
GE Ventures July 2014 - Present
Black Coral Capital June 2013 - August 2013
Rocky Mountain Institute May 2012 - July 2012
Nicholas Institute for Environmental Policy Solutions 2011 - May 2012
Barclays Capital September 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Skills
Series 7, Capital Markets, Bloomberg, Equities, Derivatives, Financial Analysis, Energy Modeling, Series 63, Series 55, Renewable Energy, Energy, Data Analysis, Due Diligence
Education
Duke University - Nicholas School of the Environment 2011 — 2014
Master of Environmental Management, Energy & Environment
Duke University - The Fuqua School of Business 2011 — 2014
MBA, Finance
University of Michigan 2004 — 2008
BBA, Finance, Mathematics
Frederick Bingham's Lehman Brothers Experience 1982 - 1990
Job Retired
Industry Investment Management
Experience
None Sr.V.P.CitiGroup Capital Mkt.1990 - 2000
Lehman Brothers 1982 - 1990
Education
Duke University 1963 — 1967
Bachelor of Arts (B.A.), English Language and Literature/Letters
None Sr.V.P.CitiGroup Capital Mkt.1990 - 2000
Lehman Brothers 1982 - 1990
Education
Duke University 1963 — 1967
Bachelor of Arts (B.A.), English Language and Literature/Letters
Warren Deahl Warren Deahl's Lehman Brothers Experience June 2004 - January 2008
Job EMC Business Development Manager West at Insight
Industry Information Technology and Services
Experience
Insight 2015 - Present
Integra 2013 - 2015
Mitel 2012 - 2013
Paragon Micro 2010 - 2012
CDW June 2008 - March 2010
Lehman Brothers June 2004 - January 2008
First Franklin June 2002 - June 2004
Skills
Virtualization, Voice & Data Convergence, Unified Communications, VoIP, Telcom, Telecommunications, Security, Storage, Solution Selling, Sales, Program Management, Team Leadership, SaaS, Cloud Computing, Cold Calling, New Business Development, Managed Services, Channel Partners, Professional Services, Sales Presentations, Direct Sales, Enterprise Software, Strategic Partnerships, Sales Process, Business Development, Consulting, Technology, Manage Client..., Sales Operations, CRM
Education
Embry-Riddle Aeronautical University 1995 — 1999
Aeronautical Engineering
Thomas Worthinton High School 1991 — 1995
WestWind
Insight 2015 - Present
Integra 2013 - 2015
Mitel 2012 - 2013
Paragon Micro 2010 - 2012
CDW June 2008 - March 2010
Lehman Brothers June 2004 - January 2008
First Franklin June 2002 - June 2004
Skills
Virtualization, Voice & Data Convergence, Unified Communications, VoIP, Telcom, Telecommunications, Security, Storage, Solution Selling, Sales, Program Management, Team Leadership, SaaS, Cloud Computing, Cold Calling, New Business Development, Managed Services, Channel Partners, Professional Services, Sales Presentations, Direct Sales, Enterprise Software, Strategic Partnerships, Sales Process, Business Development, Consulting, Technology, Manage Client..., Sales Operations, CRM
Education
Embry-Riddle Aeronautical University 1995 — 1999
Aeronautical Engineering
Thomas Worthinton High School 1991 — 1995
WestWind
Bobby Brenman Bobby Brenman's Lehman Brothers Experience June 2002 - July 2004
Job Product Marketing Manager at Google
Industry Internet
Experience
Google October 2011 - Present
Salesforce.com December 2010 - October 2011
Salesforce.com August 2009 - December 2010
Google May 2008 - July 2008
Apollo Ideas March 2007 - May 2008
Jordan & Jordan August 2004 - June 2007
Lehman Brothers June 2002 - July 2004
Skills
Product Marketing, Cross-functional Team..., Online User Experience, Analytics, Customer Experience, Product Management, Product Innovation, Strategic Leadership, Business Modeling, Google Apps, Google Analytics, User Experience, Salesforce.com, Start-ups, Entrepreneurship, Business Strategy, Go-to-market Strategy, Management, Strategy, Marketing, Leadership
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Marketing and Strategy, Health Sector Mangement (HSM)
Kendall Culinary College 2002 — 2002
Culinary Arts, Baking and Pastry
Northwestern University 1998 — 2002
BA, Economics and Philosophy
Google October 2011 - Present
Salesforce.com December 2010 - October 2011
Salesforce.com August 2009 - December 2010
Google May 2008 - July 2008
Apollo Ideas March 2007 - May 2008
Jordan & Jordan August 2004 - June 2007
Lehman Brothers June 2002 - July 2004
Skills
Product Marketing, Cross-functional Team..., Online User Experience, Analytics, Customer Experience, Product Management, Product Innovation, Strategic Leadership, Business Modeling, Google Apps, Google Analytics, User Experience, Salesforce.com, Start-ups, Entrepreneurship, Business Strategy, Go-to-market Strategy, Management, Strategy, Marketing, Leadership
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Marketing and Strategy, Health Sector Mangement (HSM)
Kendall Culinary College 2002 — 2002
Culinary Arts, Baking and Pastry
Northwestern University 1998 — 2002
BA, Economics and Philosophy
Burr Dalton Burr Dalton's Lehman Brothers Experience August 2002 - September 2008
Job
Industry Financial Services
Experience
Moss Adams Capital February 2012 - Present
CatchFree, Inc. August 2010 - January 2012
AMSOLAR Corp September 2009 - June 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers August 2002 - September 2008
The Geneva Companies January 1999 - July 2000
Compensation Resource Group December 1995 - December 1998
Ernst & Young August 1993 - November 1995
Skills
Debt, Corporate Finance, Investment Banking, Equities, Project Finance, Transportation, Renewable Energy, Finance, Investments, Mergers & Acquisitions, Analysis, Venture Capital, Financial Services, Accounting, Start-ups, Private Equity
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
University of Southern California 1989 — 1993
BS
Moss Adams Capital February 2012 - Present
CatchFree, Inc. August 2010 - January 2012
AMSOLAR Corp September 2009 - June 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers August 2002 - September 2008
The Geneva Companies January 1999 - July 2000
Compensation Resource Group December 1995 - December 1998
Ernst & Young August 1993 - November 1995
Skills
Debt, Corporate Finance, Investment Banking, Equities, Project Finance, Transportation, Renewable Energy, Finance, Investments, Mergers & Acquisitions, Analysis, Venture Capital, Financial Services, Accounting, Start-ups, Private Equity
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
University of Southern California 1989 — 1993
BS
Kim Reynolds Kim Reynolds's Lehman Brothers Experience January 2004 - January 2008
Job Experienced Sales Professional Seeking Roles in Technology, Financial Services and Retail
Industry Financial Services
Experience
Spencer Stuart September 2013 - March 2014
Bloomspot.com January 2011 - November 2012
Reynolds Capital Management January 2009 - January 2011
Lehman Brothers January 2004 - January 2008
Goldman Sachs January 2000 - January 2003
Goldman Sachs June 1999 - March 2000
Skills
Salesforce.com, Social Media, SEM, Online Marketing, Email Marketing, Sales Operations, New Business Development, Sales, Market Research, Social Media Marketing, Competitive Analysis, Start-ups, Sales Management, Marketing Strategy, Marketing, Strategic Partnerships, Lead Generation, Recruiting, CRM, Cold Calling, Account Management
Education
Duke University 1995 — 1999
B.A, English, Communications, with Marketing & Management minor, Cum Laude
The Branson School 1991 — 1995
Spencer Stuart September 2013 - March 2014
Bloomspot.com January 2011 - November 2012
Reynolds Capital Management January 2009 - January 2011
Lehman Brothers January 2004 - January 2008
Goldman Sachs January 2000 - January 2003
Goldman Sachs June 1999 - March 2000
Skills
Salesforce.com, Social Media, SEM, Online Marketing, Email Marketing, Sales Operations, New Business Development, Sales, Market Research, Social Media Marketing, Competitive Analysis, Start-ups, Sales Management, Marketing Strategy, Marketing, Strategic Partnerships, Lead Generation, Recruiting, CRM, Cold Calling, Account Management
Education
Duke University 1995 — 1999
B.A, English, Communications, with Marketing & Management minor, Cum Laude
The Branson School 1991 — 1995
Michelle Kim Michelle Kim's Lehman Brothers Experience April 2007 - September 2008
Job Senior Business Manager, Omnichannel Planned Shopping at Walmart eCommerce
Industry Retail
Experience
Walmart eCommerce June 2013 - Present
Walmart August 2011 - May 2013
American Express June 2010 - August 2010
Barclays Wealth October 2008 - May 2009
Lehman Brothers April 2007 - September 2008
New York Stock Exchange June 2002 - March 2007
Skills
Competitive Analysis, Market Research, Cross-functional Team..., Strategy, Business Strategy, Analytics, Marketing Strategy, Data Analysis, Product Management, Strategic Planning, Business Analysis, Segmentation, Market Analysis, Financial Analysis, Project Management, Marketing Communications, Film Production, Brand Management, Integrated Marketing, Product Marketing, Customer Insight
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Marketing, Strategy
ESSEC Business School 2011 — 2011
MBA, Luxury Brand Management, Study Abroad Program
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance, Information Technology
Walmart eCommerce June 2013 - Present
Walmart August 2011 - May 2013
American Express June 2010 - August 2010
Barclays Wealth October 2008 - May 2009
Lehman Brothers April 2007 - September 2008
New York Stock Exchange June 2002 - March 2007
Skills
Competitive Analysis, Market Research, Cross-functional Team..., Strategy, Business Strategy, Analytics, Marketing Strategy, Data Analysis, Product Management, Strategic Planning, Business Analysis, Segmentation, Market Analysis, Financial Analysis, Project Management, Marketing Communications, Film Production, Brand Management, Integrated Marketing, Product Marketing, Customer Insight
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Marketing, Strategy
ESSEC Business School 2011 — 2011
MBA, Luxury Brand Management, Study Abroad Program
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance, Information Technology
Jennifer Goldfarb Jennifer Goldfarb's Lehman Brothers Experience 1997 - 1999
Job President at ipsy
Industry Cosmetics
Experience
ipsy February 2012 - Present
Bare Escentuals 2008 - February 2012
Bare Escentuals 2007 - 2008
Bare Escentuals 2005 - 2007
Goldman Sachs 2002 - 2005
Goldman Sachs 1999 - 2000
Lehman Brothers 1997 - 1999
Education
Duke University
BA, English
Stanford University Graduate School of Business
MBA
ipsy February 2012 - Present
Bare Escentuals 2008 - February 2012
Bare Escentuals 2007 - 2008
Bare Escentuals 2005 - 2007
Goldman Sachs 2002 - 2005
Goldman Sachs 1999 - 2000
Lehman Brothers 1997 - 1999
Education
Duke University
BA, English
Stanford University Graduate School of Business
MBA
Susan Despins Susan Despins's Lehman Brothers Experience August 2001 - May 2004
Job Strategic Corporate Finance
Industry Financial Services
Experience
CyndX October 2013 - June 2014
Deloitte 2012 - 2013
Consultant 2008 - 2013
Bank of America Merrill Lynch May 2004 - January 2008
Lehman Brothers August 2001 - May 2004
American Express January 1997 - June 1999
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Executive-level..., Strategic Analytics, Program Management, Microfinance, Investment Banking, M&A experience, Capital Markets, Financial Services, Media, Finance, Strategy, Analysis, Analytics, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1996
Master of Arts, Economics
Rutgers University-New Brunswick
BA, Economics and Spanish
CyndX October 2013 - June 2014
Deloitte 2012 - 2013
Consultant 2008 - 2013
Bank of America Merrill Lynch May 2004 - January 2008
Lehman Brothers August 2001 - May 2004
American Express January 1997 - June 1999
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Executive-level..., Strategic Analytics, Program Management, Microfinance, Investment Banking, M&A experience, Capital Markets, Financial Services, Media, Finance, Strategy, Analysis, Analytics, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1996
Master of Arts, Economics
Rutgers University-New Brunswick
BA, Economics and Spanish
Matthew Kirchner Matthew Kirchner's Lehman Brothers Experience August 2005 - April 2006
Job President & CEO at Essia Health
Industry Hospital & Health Care
Experience
Essia Health June 2013 - Present
Duke University September 2012 - Present
Medtronic August 2011 - June 2013
Medtronic January 2008 - August 2011
Campbell Alliance April 2006 - November 2007
Lehman Brothers August 2005 - April 2006
Amgen July 2003 - July 2005
Johnson & Johnson September 1997 - June 2001
Skills
Marketing Strategy, Business Development, Sales, Life Cycle Assessment, Cross-functional Team..., Product Launch, Competitive Analysis, Product Management, Biotechnology, Market Research, Medical Devices, Strategy, Commercialization, Business Strategy, Product Marketing, Strategic Planning, Market Analysis, Competitive Intelligence, Management Consulting, Product Development, Brand Architecture, Brand Implementation, Team Leadership, Organizational..., Organizational..., Opportunity Assessment, Global Marketing, Healthcare
Education
Duke University - The Fuqua School of Business 2001 — 2003
Master of Business Administration (MBA), Health Sector Management
Occidental College 1993 — 1997
BA, Kinesiology
Essia Health June 2013 - Present
Duke University September 2012 - Present
Medtronic August 2011 - June 2013
Medtronic January 2008 - August 2011
Campbell Alliance April 2006 - November 2007
Lehman Brothers August 2005 - April 2006
Amgen July 2003 - July 2005
Johnson & Johnson September 1997 - June 2001
Skills
Marketing Strategy, Business Development, Sales, Life Cycle Assessment, Cross-functional Team..., Product Launch, Competitive Analysis, Product Management, Biotechnology, Market Research, Medical Devices, Strategy, Commercialization, Business Strategy, Product Marketing, Strategic Planning, Market Analysis, Competitive Intelligence, Management Consulting, Product Development, Brand Architecture, Brand Implementation, Team Leadership, Organizational..., Organizational..., Opportunity Assessment, Global Marketing, Healthcare
Education
Duke University - The Fuqua School of Business 2001 — 2003
Master of Business Administration (MBA), Health Sector Management
Occidental College 1993 — 1997
BA, Kinesiology
Raoul Bocchi Raoul Bocchi's Lehman Brothers Experience 2006 - 2008
Job Founder at Washport LLC
Industry Consumer Services
Experience
Washport, LLC June 2013 - Present
White Cloud Capital Advisors 2010 - 2013
The Gores Group 2008 - 2010
Lehman Brothers 2006 - 2008
Roland Berger Strategy Consultants 2001 - 2005
Skills
Private Equity, Growth Capital, Emerging Markets, M&A experience, Corporate Development, Valuation, Corporate Finance, Business Strategy, Mergers & Acquisitions, Investment Banking, Financial Modeling, Restructuring, Due Diligence, Strategy, Capital Markets, Acquisition Integration
Education
London Business School 2005 — 2007
MBA, Finance and Private Equity
Swiss Federal Institute of Technology 1993 — 1999
Master in Mechanical Engineering, Combustion engines for automotive and naval industries
Washport, LLC June 2013 - Present
White Cloud Capital Advisors 2010 - 2013
The Gores Group 2008 - 2010
Lehman Brothers 2006 - 2008
Roland Berger Strategy Consultants 2001 - 2005
Skills
Private Equity, Growth Capital, Emerging Markets, M&A experience, Corporate Development, Valuation, Corporate Finance, Business Strategy, Mergers & Acquisitions, Investment Banking, Financial Modeling, Restructuring, Due Diligence, Strategy, Capital Markets, Acquisition Integration
Education
London Business School 2005 — 2007
MBA, Finance and Private Equity
Swiss Federal Institute of Technology 1993 — 1999
Master in Mechanical Engineering, Combustion engines for automotive and naval industries
Apurva Patel, CAIA Apurva Patel, CAIA's Lehman Brothers Experience 2000 - 2004
Job Marketing Strategy and Planning, Senior Consultant
Industry Telecommunications
Experience
Verizon February 2014 - Present
S&P Capital IQ October 2011 - March 2014
Ticonderoga Securities June 2009 - November 2010
Canaccord Genuity Inc October 2008 - June 2009
Goldman Sachs August 2006 - July 2008
Goldman Sachs 2004 - 2006
Lehman Brothers 2000 - 2004
Skills
Equity Research, Financial Modeling, Emerging Markets, Bloomberg, Capital Markets, Equities, Valuation, Sell Side, Equity Valuation, DCF, Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Investments, Asset Management, Financial Markets, Financial Analysis, Corporate Finance
Education
Duke University - The Fuqua School of Business 2012 — 2013
MBA
Rutgers, The State University of New Jersey-Newark
B.S., Finance
Verizon February 2014 - Present
S&P Capital IQ October 2011 - March 2014
Ticonderoga Securities June 2009 - November 2010
Canaccord Genuity Inc October 2008 - June 2009
Goldman Sachs August 2006 - July 2008
Goldman Sachs 2004 - 2006
Lehman Brothers 2000 - 2004
Skills
Equity Research, Financial Modeling, Emerging Markets, Bloomberg, Capital Markets, Equities, Valuation, Sell Side, Equity Valuation, DCF, Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Investments, Asset Management, Financial Markets, Financial Analysis, Corporate Finance
Education
Duke University - The Fuqua School of Business 2012 — 2013
MBA
Rutgers, The State University of New Jersey-Newark
B.S., Finance
Adam Stander's Lehman Brothers Experience September 2006 - December 2006
Job Videographer at Variouscontractor
Industry Media Production
Experience
Various contractor March 2008 - Present
Brandeis University Media Technology Services March 2015 - Present
PSAV October 2013 - Present
PSAV August 2010 - Present
Proactiv Technologies August 2011 - Present
Immediate Connections, Inc. September 2006 - Present
Lehman Brothers September 2006 - December 2006
Raytheon February 2004 - September 2006
PixMix Video Services October 2002 - December 2003
INT Media Group April 2002 - September 2002
Skills
Sound, Recording, Video, Video Production, AV, Broadcast, Videography, Live Events, Production Managment, Camera, Camera Operating, Customer Satisfaction, Customer Retention, Customer Oriented, Customer Engagement, customer suport, Speaker Support, Projection, Live Sound, Lighting, Multimedia, Media Production, Production Management, Camera Operation
Education
Emerson College 1979 — 1983
Bachelor of Fine Arts (BFA), Film production, Mass Communications major
Salem State University, Salem Ma 2012 — 2012
Writing for Media
Various contractor March 2008 - Present
Brandeis University Media Technology Services March 2015 - Present
PSAV October 2013 - Present
PSAV August 2010 - Present
Proactiv Technologies August 2011 - Present
Immediate Connections, Inc. September 2006 - Present
Lehman Brothers September 2006 - December 2006
Raytheon February 2004 - September 2006
PixMix Video Services October 2002 - December 2003
INT Media Group April 2002 - September 2002
Skills
Sound, Recording, Video, Video Production, AV, Broadcast, Videography, Live Events, Production Managment, Camera, Camera Operating, Customer Satisfaction, Customer Retention, Customer Oriented, Customer Engagement, customer suport, Speaker Support, Projection, Live Sound, Lighting, Multimedia, Media Production, Production Management, Camera Operation
Education
Emerson College 1979 — 1983
Bachelor of Fine Arts (BFA), Film production, Mass Communications major
Salem State University, Salem Ma 2012 — 2012
Writing for Media
Jane Pritchett Henderson's Lehman Brothers Experience July 1999 - February 2001
Job SVP, Chief Financial & Business Officer, Kolltan Pharmaceuticals
Industry Pharmaceuticals
Experience
Kolltan Pharmaceuticals, Inc. February 2013 - Present
Eleven Biotherapeutics October 2013 - Present
ISTA Pharmaceuticals June 2010 - June 2012
Axerion Therapeutics, Inc September 2009 - May 2010
Panacos Pharmaceuticals, Inc January 2008 - February 2009
HSBC Securities (USA) Inc March 2005 - November 2007
CIBC World Markets February 2001 - February 2005
Lehman Brothers July 1999 - February 2001
Salomon Brothers/Salomon Smith Barney/Citigroup July 1995 - July 1999
SG Warburg November 1994 - July 1995
Skills
Pharmaceuticals, Mergers, Healthcare, Debt, Valuation, Biotechnology
Education
Duke University 1983 — 1987
Bachelor of Science, Psychology
Kolltan Pharmaceuticals, Inc. February 2013 - Present
Eleven Biotherapeutics October 2013 - Present
ISTA Pharmaceuticals June 2010 - June 2012
Axerion Therapeutics, Inc September 2009 - May 2010
Panacos Pharmaceuticals, Inc January 2008 - February 2009
HSBC Securities (USA) Inc March 2005 - November 2007
CIBC World Markets February 2001 - February 2005
Lehman Brothers July 1999 - February 2001
Salomon Brothers/Salomon Smith Barney/Citigroup July 1995 - July 1999
SG Warburg November 1994 - July 1995
Skills
Pharmaceuticals, Mergers, Healthcare, Debt, Valuation, Biotechnology
Education
Duke University 1983 — 1987
Bachelor of Science, Psychology
Jennifer Dinatali Jennifer Dinatali's Lehman Brothers Experience August 2004 - April 2006
Job
Industry Retail
Experience
kate spade March 2012 - April 2014
Williams-Sonoma, Inc. July 2010 - October 2011
ideeli November 2009 - July 2010
Limited Brands April 2006 - March 2009
Lehman Brothers August 2004 - April 2006
Skills
Retail, Performance Management, Talent Acquisition, Recruiting, Merchandising, Talent Management, Employee Relations, Succession Planning, Human Resources, Fashion, Onboarding, Customer Service, Social Media, Sourcing, Microsoft Excel
Education
Duke University 2000 — 2004
BA, Cultural Anthropology
Walsingham Academy 1993 — 2000
kate spade March 2012 - April 2014
Williams-Sonoma, Inc. July 2010 - October 2011
ideeli November 2009 - July 2010
Limited Brands April 2006 - March 2009
Lehman Brothers August 2004 - April 2006
Skills
Retail, Performance Management, Talent Acquisition, Recruiting, Merchandising, Talent Management, Employee Relations, Succession Planning, Human Resources, Fashion, Onboarding, Customer Service, Social Media, Sourcing, Microsoft Excel
Education
Duke University 2000 — 2004
BA, Cultural Anthropology
Walsingham Academy 1993 — 2000
Sean Ward Sean Ward's Lehman Brothers Experience 2008 - 2008
Job Managing Director Dyal Capital Partners
Industry Financial Services
Experience
NB Alternatives January 2013 - Present
NB Alternatives October 2010 - Present
Neuberger Berman March 2008 - October 2010
Covington & Burling LLP September 2005 - February 2008
Lehman Brothers 2008 - 2008
Davis Polk & Wardwell October 2003 - May 2005
Education
Duke University School of Law 2000 — 2003
JD, Law
University of Pennsylvania 1996 — 2000
B.A., Political Science and Diplomatic History
NB Alternatives January 2013 - Present
NB Alternatives October 2010 - Present
Neuberger Berman March 2008 - October 2010
Covington & Burling LLP September 2005 - February 2008
Lehman Brothers 2008 - 2008
Davis Polk & Wardwell October 2003 - May 2005
Education
Duke University School of Law 2000 — 2003
JD, Law
University of Pennsylvania 1996 — 2000
B.A., Political Science and Diplomatic History
Clemens Grassberger's Lehman Brothers Experience October 2007 - February 2008
Job Postdoctoral Research Fellow at Harvard Medical School
Industry Hospital & Health Care
Experience
Harvard Medical School February 2014 - Present
ETHZ/Harvard Medical School November 2010 - January 2014
Lehman Brothers October 2007 - February 2008
ETH Juniors Business Consulting September 2005 - July 2006
Skills
Medical Physics, Radiation Therapy, Proton therapy, Monte Carlo Simulation, Radiation Biology, Matlab, LaTeX, R, Science, Mathematical Modeling, Physics
Education
ETH Zurich/Harvard 2010 — 2014
Doctor of Philosophy (Ph.D.), Medical Physics
ETH Zurich/Harvard 2008 — 2010
Master of Science (MSc), Physics
Eidgenössische Technische Hochschule Zürich 2004 — 2008
Bachelor of Science (BSc), Physics
Harvard Medical School February 2014 - Present
ETHZ/Harvard Medical School November 2010 - January 2014
Lehman Brothers October 2007 - February 2008
ETH Juniors Business Consulting September 2005 - July 2006
Skills
Medical Physics, Radiation Therapy, Proton therapy, Monte Carlo Simulation, Radiation Biology, Matlab, LaTeX, R, Science, Mathematical Modeling, Physics
Education
ETH Zurich/Harvard 2010 — 2014
Doctor of Philosophy (Ph.D.), Medical Physics
ETH Zurich/Harvard 2008 — 2010
Master of Science (MSc), Physics
Eidgenössische Technische Hochschule Zürich 2004 — 2008
Bachelor of Science (BSc), Physics
David Angel David Angel's Lehman Brothers Experience May 2007 - July 2007
Job Principal at 683 Capital Management
Industry Investment Management
Experience
683 Capital Management March 2015 - Present
Geode Capital November 2011 - March 2015
Goldman Sachs January 2008 - November 2011
Lehman Brothers May 2007 - July 2007
UBS February 2006 - July 2006
Citigroup July 2005 - February 2006
Skills
Derivatives, Equity Derivatives, Hedge Funds, Equities, Bonds, Trading, Volatility, Quantitative Finance, Bloomberg, Capital Markets, Portfolio Management, Options, Fixed Income, FX Options, Swaps, Commodity, Credit Derivatives, Structured Products, Equity Trading, Financial Markets, Alternative Investments, Quantitative Analytics, Trading Systems, Electronic Trading, Hedging, Mutual Funds, Proprietary Trading, Market Risk, CDO, Global Macro, Interest Rate..., Investment Banking, VBA, Bloomberg Terminal, Trading Strategies, Valuation
Education
New York University - Courant Institute 2006 — 2007
MS, Financial Maths
Ecole Nationale des Ponts et Chaussées 2003 — 2006
Diplome d'ingenieur, Applied Maths
Lycee Henri IV 2001 — 2003
683 Capital Management March 2015 - Present
Geode Capital November 2011 - March 2015
Goldman Sachs January 2008 - November 2011
Lehman Brothers May 2007 - July 2007
UBS February 2006 - July 2006
Citigroup July 2005 - February 2006
Skills
Derivatives, Equity Derivatives, Hedge Funds, Equities, Bonds, Trading, Volatility, Quantitative Finance, Bloomberg, Capital Markets, Portfolio Management, Options, Fixed Income, FX Options, Swaps, Commodity, Credit Derivatives, Structured Products, Equity Trading, Financial Markets, Alternative Investments, Quantitative Analytics, Trading Systems, Electronic Trading, Hedging, Mutual Funds, Proprietary Trading, Market Risk, CDO, Global Macro, Interest Rate..., Investment Banking, VBA, Bloomberg Terminal, Trading Strategies, Valuation
Education
New York University - Courant Institute 2006 — 2007
MS, Financial Maths
Ecole Nationale des Ponts et Chaussées 2003 — 2006
Diplome d'ingenieur, Applied Maths
Lycee Henri IV 2001 — 2003
Robert Reichenbach Robert Reichenbach's Lehman Brothers Experience May 1998 - February 2005
Job Green Technology Advocate
Industry Renewables & Environment
Experience
Green Mountain Energy Company September 2013 - Present
Union Beer Distributors April 2010 - February 2011
OZOcar December 2007 - April 2010
Lehman Brothers May 1998 - February 2005
Professional Pilot magazine September 1996 - September 1998
Skills
Microsoft Office, Microsoft Office 2003, Microsoft Office 2007, Word, Excel, PowerPoint, Visio, Corel Draw, Avid Videoshop, Commercial Pilot with..., Class E Driver License..., Team Leadership, Microsoft Excel, Management, Sales, Customer Service, Aerospace, Editing, Photography, Commercial Aviation, Microsoft Word
Education
Embry-Riddle Aeronautical University 1990 — 1995
BS, Aeronautical Science
Regis High School 1986 — 1990
HS Diploma, AP Physics
Green Mountain Energy Company September 2013 - Present
Union Beer Distributors April 2010 - February 2011
OZOcar December 2007 - April 2010
Lehman Brothers May 1998 - February 2005
Professional Pilot magazine September 1996 - September 1998
Skills
Microsoft Office, Microsoft Office 2003, Microsoft Office 2007, Word, Excel, PowerPoint, Visio, Corel Draw, Avid Videoshop, Commercial Pilot with..., Class E Driver License..., Team Leadership, Microsoft Excel, Management, Sales, Customer Service, Aerospace, Editing, Photography, Commercial Aviation, Microsoft Word
Education
Embry-Riddle Aeronautical University 1990 — 1995
BS, Aeronautical Science
Regis High School 1986 — 1990
HS Diploma, AP Physics
Greg Crosby Greg Crosby's Lehman Brothers Experience 1980 - 1985
Job Sociallity Group
Industry Financial Services
Experience
Sociallity Group August 2011 - Present
World Pay Data 2008 - Present
Fusion Technologies January 2005 - January 2008
Kidder Peabody 1985 - 1993
Lehman Brothers 1980 - 1985
Skills
Product Marketing, Product Management, New Business Development, Leadership, Customer Service, Start-ups, Marketing, Salesforce.com, Product Development, Accounts Receivable, Team Building, Business Strategy, Entrepreneurship, Account Management, E-commerce, Banking, Business Development, Software Development, Online Advertising, Human Resources, Sales, Strategy, Management, Healthcare, Strategic Partnerships, Strategic Planning, Management Consulting, CRM
Education
University of Houston 1976 — 1979
Petroleum Land Management
El Camino College 1974 — 1976
Political Science and Government
Sociallity Group August 2011 - Present
World Pay Data 2008 - Present
Fusion Technologies January 2005 - January 2008
Kidder Peabody 1985 - 1993
Lehman Brothers 1980 - 1985
Skills
Product Marketing, Product Management, New Business Development, Leadership, Customer Service, Start-ups, Marketing, Salesforce.com, Product Development, Accounts Receivable, Team Building, Business Strategy, Entrepreneurship, Account Management, E-commerce, Banking, Business Development, Software Development, Online Advertising, Human Resources, Sales, Strategy, Management, Healthcare, Strategic Partnerships, Strategic Planning, Management Consulting, CRM
Education
University of Houston 1976 — 1979
Petroleum Land Management
El Camino College 1974 — 1976
Political Science and Government
Brett Gerber's Lehman Brothers Experience 2005 - 2006
Job Vice President Head of Talent Acquisition at Nationstar Mortgage
Industry Human Resources
Experience
Nationstar Mortgage July 2012 - Present
Aurora Bank FSB March 2007 - July 2012
T. Rowe Price 2006 - 2007
Lehman Brothers 2005 - 2006
Ingersoll Rand 2004 - 2005
Innerwall 2002 - 2004
Robert Half Technology 2001 - 2002
FedEx Services 2000 - 2001
Noochee Solutions 1999 - 2000
Furniture Row Companies 1993 - 1999
Skills
Onboarding, Technical Recruiting, Compliance, Applicant Tracking..., Mergers, Budgets, Management, Mergers & Acquisitions, Talent Acquisition, Employee Benefits, Leadership, Recruiting, Employment Law, Interviews, Performance Management, Vendor Management, Sales, Temporary Placement, Human Resources, Personnel Management, Loans, Customer Service, Hiring, SDLC, Talent Management, Organizational..., Coaching, Team Building, Succession Planning, Training, Project Management, Process Improvement, Internet Recruiting, Outsourcing, Taleo, HRIS, Policy, Call Centers, Staff Development, Cold Calling, Employee Relations, Sourcing, Employee Training, Screening, Change Management, PeopleSoft, Deferred Compensation, Workforce Planning, College Recruiting, Financial Services
Education
Eastern Illinois University 1988 — 1993
Political Science, Business Administration, Pre-Law
Bishop McNamara HS 1985 — 1988
Nationstar Mortgage July 2012 - Present
Aurora Bank FSB March 2007 - July 2012
T. Rowe Price 2006 - 2007
Lehman Brothers 2005 - 2006
Ingersoll Rand 2004 - 2005
Innerwall 2002 - 2004
Robert Half Technology 2001 - 2002
FedEx Services 2000 - 2001
Noochee Solutions 1999 - 2000
Furniture Row Companies 1993 - 1999
Skills
Onboarding, Technical Recruiting, Compliance, Applicant Tracking..., Mergers, Budgets, Management, Mergers & Acquisitions, Talent Acquisition, Employee Benefits, Leadership, Recruiting, Employment Law, Interviews, Performance Management, Vendor Management, Sales, Temporary Placement, Human Resources, Personnel Management, Loans, Customer Service, Hiring, SDLC, Talent Management, Organizational..., Coaching, Team Building, Succession Planning, Training, Project Management, Process Improvement, Internet Recruiting, Outsourcing, Taleo, HRIS, Policy, Call Centers, Staff Development, Cold Calling, Employee Relations, Sourcing, Employee Training, Screening, Change Management, PeopleSoft, Deferred Compensation, Workforce Planning, College Recruiting, Financial Services
Education
Eastern Illinois University 1988 — 1993
Political Science, Business Administration, Pre-Law
Bishop McNamara HS 1985 — 1988
Jean Safar's Lehman Brothers Experience June 1999 - March 2000
Job Founder, CTO QuartetFS
Industry Computer Software
Experience
Quartet FS April 2005 - Present
Cloudsoft September 2011 - Present
DataSynapse September 2003 - March 2005
Societe Generale January 2003 - September 2003
Florence December 2001 - December 2002
Dresdner Kleinwort Wasserstein March 2000 - November 2001
OnSite K.K. November 1999 - March 2000
Lehman Brothers June 1999 - March 2000
UBS Warburg June 1996 - May 1999
NationsBanc-CRT June 1995 - June 1996
Skills
Distributed Systems, Agile Methodologies, Cloud Computing, Java, Java Enterprise Edition, Enterprise Software, SOA, Business Intelligence, Architecture, Big Data, Integration, Trading Systems, Start-ups, Grid Computing, Scalability, ActivePivot, Spring, High Performance..., SaaS, System Architecture, Software Development, Multithreading, Software Project..., Enterprise Architecture, C++, IT Strategy, Scrum, Maven, Object Oriented Design, Web Services, Open Source, Design Patterns, Hibernate, Software Design, Objective-C, Scala, Architectures, EAI, UML, Mac OS X, Distributed Architecture, Distributed Caching, Hazelcast, DataSynapse GridServer, Event Processing, Enterprise, TOGAF, Clojure
Education
Ecole centrale de Paris 1986 — 1989
Masters of Science, Applied Mathematics
Lycee St Louis 1983 — 1986
Quartet FS April 2005 - Present
Cloudsoft September 2011 - Present
DataSynapse September 2003 - March 2005
Societe Generale January 2003 - September 2003
Florence December 2001 - December 2002
Dresdner Kleinwort Wasserstein March 2000 - November 2001
OnSite K.K. November 1999 - March 2000
Lehman Brothers June 1999 - March 2000
UBS Warburg June 1996 - May 1999
NationsBanc-CRT June 1995 - June 1996
Skills
Distributed Systems, Agile Methodologies, Cloud Computing, Java, Java Enterprise Edition, Enterprise Software, SOA, Business Intelligence, Architecture, Big Data, Integration, Trading Systems, Start-ups, Grid Computing, Scalability, ActivePivot, Spring, High Performance..., SaaS, System Architecture, Software Development, Multithreading, Software Project..., Enterprise Architecture, C++, IT Strategy, Scrum, Maven, Object Oriented Design, Web Services, Open Source, Design Patterns, Hibernate, Software Design, Objective-C, Scala, Architectures, EAI, UML, Mac OS X, Distributed Architecture, Distributed Caching, Hazelcast, DataSynapse GridServer, Event Processing, Enterprise, TOGAF, Clojure
Education
Ecole centrale de Paris 1986 — 1989
Masters of Science, Applied Mathematics
Lycee St Louis 1983 — 1986
Cynthia Meyn Cynthia Meyn's Lehman Brothers Experience January 1992 - January 1993
Job Executive Vice President, Operations at PIMCO
Industry Investment Management
Experience
PIMCO August 2008 - Present
Morgan Stanley Investment Management July 2006 - May 2008
AllianceBernstein February 2000 - June 2006
Cantor Fitzgerald July 1998 - November 1999
Fuji Capital Markets Corporation April 1993 - April 1998
Lehman Brothers January 1992 - January 1993
Morgan Stanley May 1985 - January 1992
Skills
Derivatives, Fixed Income, Asset Management, Investments, Equities, Technology, Operations, Investment Management, Trading, Asset Managment, Financial Advisory, Financial Services, Prime Brokerage, Capital Markets, Back Office, Financial Risk, Mutual Funds, Alternative Investments, Corporate Actions, Equity Derivatives, Hedge Funds, Trading Systems, Portfolio Management, Securities, Vendor Relationships
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Smith College 1982 — 1986
BA, Philosophy
Walnut HIls High School
PIMCO August 2008 - Present
Morgan Stanley Investment Management July 2006 - May 2008
AllianceBernstein February 2000 - June 2006
Cantor Fitzgerald July 1998 - November 1999
Fuji Capital Markets Corporation April 1993 - April 1998
Lehman Brothers January 1992 - January 1993
Morgan Stanley May 1985 - January 1992
Skills
Derivatives, Fixed Income, Asset Management, Investments, Equities, Technology, Operations, Investment Management, Trading, Asset Managment, Financial Advisory, Financial Services, Prime Brokerage, Capital Markets, Back Office, Financial Risk, Mutual Funds, Alternative Investments, Corporate Actions, Equity Derivatives, Hedge Funds, Trading Systems, Portfolio Management, Securities, Vendor Relationships
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Smith College 1982 — 1986
BA, Philosophy
Walnut HIls High School
Elizabeth (Lissa) (Irons) Seem Elizabeth (Lissa) (Irons) Seem's Lehman Brothers Experience July 1999 - June 2001
Job VP/COO OHI Solution at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company 2012 - Present
McKinsey & Company 2010 - 2011
McKinsey & Co September 2005 - May 2010
McKinsey & Co. May 2004 - August 2004
North Carolina Department of Commerce July 2003 - August 2003
Edison Schools July 2001 - July 2002
Lehman Brothers July 1999 - June 2001
Education
Fuqua School of Business 2003 — 2005
MBA
University of North Carolina at Chapel Hill 2002 — 2005
MRP, Community Economic Development
Princeton University 1995 — 1999
BA, English, American Studies
McKinsey & Company 2012 - Present
McKinsey & Company 2010 - 2011
McKinsey & Co September 2005 - May 2010
McKinsey & Co. May 2004 - August 2004
North Carolina Department of Commerce July 2003 - August 2003
Edison Schools July 2001 - July 2002
Lehman Brothers July 1999 - June 2001
Education
Fuqua School of Business 2003 — 2005
MBA
University of North Carolina at Chapel Hill 2002 — 2005
MRP, Community Economic Development
Princeton University 1995 — 1999
BA, English, American Studies
Aman Aggarwal Aman Aggarwal's Lehman Brothers Experience July 2008 - July 2009
Job Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2009 - Present
Lehman Brothers July 2008 - July 2009
Bank of America July 2001 - July 2006
Education
Duke Fuqua School of Business 2006 — 2008
UNC Chapel Hill 1997 — 2001
BS, Business Administration
Morgan Stanley Smith Barney October 2009 - Present
Lehman Brothers July 2008 - July 2009
Bank of America July 2001 - July 2006
Education
Duke Fuqua School of Business 2006 — 2008
UNC Chapel Hill 1997 — 2001
BS, Business Administration
Kelley McWilliams, CFA Kelley McWilliams, CFA's Lehman Brothers Experience 2002 - 2008
Job Director, Fixed Income Research at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors January 2015 - Present
Rocaton Investment Advisors July 2013 - Present
Barclays Investment Bank 2008 - 2011
Lehman Brothers 2002 - 2008
Skills
Interest Rate..., Municipal Bonds, Swaps, Options, Bloomberg, Bonds
Education
Duke University 1998 — 2002
Bachelor of Science (BS)
CFA Institute
Chartered Financial Analyst
Rocaton Investment Advisors January 2015 - Present
Rocaton Investment Advisors July 2013 - Present
Barclays Investment Bank 2008 - 2011
Lehman Brothers 2002 - 2008
Skills
Interest Rate..., Municipal Bonds, Swaps, Options, Bloomberg, Bonds
Education
Duke University 1998 — 2002
Bachelor of Science (BS)
CFA Institute
Chartered Financial Analyst
Robert Howard Robert Howard's Lehman Brothers Experience August 2003 - April 2005
Job Principal at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group December 2013 - Present
ArcLight Capital Partners April 2005 - July 2013
Lehman Brothers August 2003 - April 2005
Lehman Brothers August 1999 - May 2001
Skills
Energy, Private Equity, Project Finance, Corporate Finance, Power Generation, Midstream, Renewable Energy, Utility Industry, Natural Gas, Refined Products, Management Buyouts, International Joint...
Education
Yale School of Management 2001 — 2003
Master of Business Administration (MBA)
Duke University 1995 — 1999
BA, Public Policy, Economics
The Carlyle Group December 2013 - Present
ArcLight Capital Partners April 2005 - July 2013
Lehman Brothers August 2003 - April 2005
Lehman Brothers August 1999 - May 2001
Skills
Energy, Private Equity, Project Finance, Corporate Finance, Power Generation, Midstream, Renewable Energy, Utility Industry, Natural Gas, Refined Products, Management Buyouts, International Joint...
Education
Yale School of Management 2001 — 2003
Master of Business Administration (MBA)
Duke University 1995 — 1999
BA, Public Policy, Economics
Gontran de Quillacq Gontran de Quillacq's Lehman Brothers Experience January 2000 - December 2003
Job Managing Director Head of Quantitative & Risk Practice at IJC Partners
Industry Financial Services
Experience
The Atlantic Group 2014 - 2014
HSBC 2007 - 2013
Nomura Securities International January 2006 - December 2006
Tykhe Capital LLC January 2004 - December 2005
Lehman Brothers January 2000 - December 2003
Société Générale September 1995 - December 1999
Various universities 1990 - 1995
University of California at Berkeley 1993 - 1993
Stanford Research Institute 1992 - 1992
Skills
Derivatives, Equities, Equity Derivatives, Volatility, Structured Products, Hedge Funds, Trading, Statistical Arbitrage, Credit Derivatives, Fixed Income, Proprietary Trading, Options, Delta One, Interest Rate..., Leadership, Factset, MatLab, vba, Microsoft Excel, Matlab, VBA, Investment Strategies, Portable Alpha, Alternative Investment..., Investment Theory, Tactical Asset..., Trading Strategies, Quantitative Investing, Portfolio Optimization, Financial Engineering, Financial Risk, Portfolio Management, Arbitrage, ETFs, Quantitative Finance, Market Risk, Hedging, FX Options, Trading Systems, Volatility Arbitrage, Market Making, Electronic Trading, Equity Trading, Exotic Derivatives, Structured Finance, Financial Markets, Bloomberg, Bonds, Traders, Capital Markets
Education
HEC School of Management 1993 — 1995
5 year MSc. Management, Finance Major, passed in 2 years. Honors.
École Supérieure d'Électricité 1992 — 1993
Doctoral Studies, Automation & Signal Treatment. Honors.
Ecole normale supérieure de Lyon 1989 — 1993
Master's Degree, Theoretical Physics, third place at admission. Honors.
Ecole d'Officiers de Reserve (EOR) 1990 — 1991
Military Academy, Lieutenant, Platoon commander during the first Gulf War.
Faidherbe 1986 — 1989
Undergraduate studies (preparatory classes), Mathematics, Physics, Chemistry
The Atlantic Group 2014 - 2014
HSBC 2007 - 2013
Nomura Securities International January 2006 - December 2006
Tykhe Capital LLC January 2004 - December 2005
Lehman Brothers January 2000 - December 2003
Société Générale September 1995 - December 1999
Various universities 1990 - 1995
University of California at Berkeley 1993 - 1993
Stanford Research Institute 1992 - 1992
Skills
Derivatives, Equities, Equity Derivatives, Volatility, Structured Products, Hedge Funds, Trading, Statistical Arbitrage, Credit Derivatives, Fixed Income, Proprietary Trading, Options, Delta One, Interest Rate..., Leadership, Factset, MatLab, vba, Microsoft Excel, Matlab, VBA, Investment Strategies, Portable Alpha, Alternative Investment..., Investment Theory, Tactical Asset..., Trading Strategies, Quantitative Investing, Portfolio Optimization, Financial Engineering, Financial Risk, Portfolio Management, Arbitrage, ETFs, Quantitative Finance, Market Risk, Hedging, FX Options, Trading Systems, Volatility Arbitrage, Market Making, Electronic Trading, Equity Trading, Exotic Derivatives, Structured Finance, Financial Markets, Bloomberg, Bonds, Traders, Capital Markets
Education
HEC School of Management 1993 — 1995
5 year MSc. Management, Finance Major, passed in 2 years. Honors.
École Supérieure d'Électricité 1992 — 1993
Doctoral Studies, Automation & Signal Treatment. Honors.
Ecole normale supérieure de Lyon 1989 — 1993
Master's Degree, Theoretical Physics, third place at admission. Honors.
Ecole d'Officiers de Reserve (EOR) 1990 — 1991
Military Academy, Lieutenant, Platoon commander during the first Gulf War.
Faidherbe 1986 — 1989
Undergraduate studies (preparatory classes), Mathematics, Physics, Chemistry
Maximilian Moehlmann Maximilian Moehlmann's Lehman Brothers Experience May 2006 - July 2006
Job Private Equity Investor
Industry Venture Capital & Private Equity
Experience
The Riverside Company June 2008 - Present
Time Magazine June 2007 - August 2007
Lehman Brothers May 2006 - July 2006
Leeds Equity Partners June 2005 - August 2005
Skills
Mergers, LBO, Mergers & Acquisitions, Valuation, Private Equity, Due Diligence, Financial Modeling, M&A experience
Education
Duke University 2004 — 2008
AB, Public Policy; Minor, Economics
The Hotchkiss School
The Riverside Company June 2008 - Present
Time Magazine June 2007 - August 2007
Lehman Brothers May 2006 - July 2006
Leeds Equity Partners June 2005 - August 2005
Skills
Mergers, LBO, Mergers & Acquisitions, Valuation, Private Equity, Due Diligence, Financial Modeling, M&A experience
Education
Duke University 2004 — 2008
AB, Public Policy; Minor, Economics
The Hotchkiss School
Lyle Einstein's Lehman Brothers Experience 2000 - 2002
Job Emerging Business Development at Google
Industry Marketing and Advertising
Experience
Google August 2011 - Present
RockTenn Merchandising Displays 2002 - 2011
Lehman Brothers 2000 - 2002
Mullen (formerly LHC Advertising) 1996 - 1998
United States Marine Corps 1991 - 1995
Skills
Strategic Partnerships, Integrated Marketing, Digital Marketing, Online Advertising, Marketing Strategy, Strategy, Direct Sales, Online Marketing, Start-ups, Brand Development, Product Marketing, Digital Strategy, Product Development, Analytics, Competitive Analysis, E-commerce, Brand Management, Mobile Marketing, Digital Media, Product Management
Education
Duke University 1998 — 2000
MBA, Fuqua School of Business
University of North Carolina at Chapel Hill 1987 — 1991
BA, English Literature
Google August 2011 - Present
RockTenn Merchandising Displays 2002 - 2011
Lehman Brothers 2000 - 2002
Mullen (formerly LHC Advertising) 1996 - 1998
United States Marine Corps 1991 - 1995
Skills
Strategic Partnerships, Integrated Marketing, Digital Marketing, Online Advertising, Marketing Strategy, Strategy, Direct Sales, Online Marketing, Start-ups, Brand Development, Product Marketing, Digital Strategy, Product Development, Analytics, Competitive Analysis, E-commerce, Brand Management, Mobile Marketing, Digital Media, Product Management
Education
Duke University 1998 — 2000
MBA, Fuqua School of Business
University of North Carolina at Chapel Hill 1987 — 1991
BA, English Literature
Stephen Hsu's Lehman Brothers Experience June 2001 - August 2002
Job Partner at Genoa Partners LLC
Industry Investment Banking
Experience
Genoa Partners LLC May 2015 - Present
BA Securities LLC March 2012 - Present
Objective Capital Partners April 2012 - May 2015
Pegasus Capital Group September 2008 - April 2011
Cappello Capital Corp. October 2005 - January 2007
UBS Investment Bank July 2004 - September 2005
Thomas Weisel Partners July 2003 - July 2004
Universal Studios October 2002 - April 2003
Lehman Brothers June 2001 - August 2002
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Investments, Investment Banking, Due Diligence, Business Strategy, Strategic Planning, Restructuring, Equities, LBO, Leveraged Finance, Business Planning, Financial Planning, Budgeting, Entrepreneurship, Venture Capital, Excel, Microsoft Office, Competitive Analysis, Fundraising, Bloomberg, Forecasting, Debt, Business Valuation, Research, Negotiation, Management Consulting, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Budgets
Education
Duke University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Duke University 1997 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics
Genoa Partners LLC May 2015 - Present
BA Securities LLC March 2012 - Present
Objective Capital Partners April 2012 - May 2015
Pegasus Capital Group September 2008 - April 2011
Cappello Capital Corp. October 2005 - January 2007
UBS Investment Bank July 2004 - September 2005
Thomas Weisel Partners July 2003 - July 2004
Universal Studios October 2002 - April 2003
Lehman Brothers June 2001 - August 2002
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Investments, Investment Banking, Due Diligence, Business Strategy, Strategic Planning, Restructuring, Equities, LBO, Leveraged Finance, Business Planning, Financial Planning, Budgeting, Entrepreneurship, Venture Capital, Excel, Microsoft Office, Competitive Analysis, Fundraising, Bloomberg, Forecasting, Debt, Business Valuation, Research, Negotiation, Management Consulting, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Budgets
Education
Duke University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Duke University 1997 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics
Joanna Montpelier's Lehman Brothers Experience August 1999 - May 2003
Job Director of Marketing & Ecommerce
Industry Retail
Experience
Juliska September 2014 - Present
Bloomingdale's January 2008 - August 2014
Bloomingdale's June 2005 - December 2007
Lehman Brothers August 1999 - May 2003
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Georgetown University 1995 — 1999
BA, Economics, English
Juliska September 2014 - Present
Bloomingdale's January 2008 - August 2014
Bloomingdale's June 2005 - December 2007
Lehman Brothers August 1999 - May 2003
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Georgetown University 1995 — 1999
BA, Economics, English
Mohammed Grimeh Mohammed Grimeh's Lehman Brothers Experience 1998 - 2008
Job managing director at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank January 2009 - Present
Lehman Brothers 1998 - 2008
ING Bank 1993 - 1998
Wespac, London 1991 - 1993
Societe Generale 1990 - 1992
Education
Ecole Centrale Paris 1987 — 1990
ingenieur, Applied Mathematics
Standard Chartered Bank January 2009 - Present
Lehman Brothers 1998 - 2008
ING Bank 1993 - 1998
Wespac, London 1991 - 1993
Societe Generale 1990 - 1992
Education
Ecole Centrale Paris 1987 — 1990
ingenieur, Applied Mathematics
Sarah Kiernan Page Sarah Kiernan Page's Lehman Brothers Experience January 2001 - September 2008
Job Business Analyst
Industry Financial Services
Experience
Credit Suisse September 2008 - January 2012
Lehman Brothers January 2001 - September 2008
Skills
Fixed Income, Alternative Investments, Equities, Hedge Funds, Capital Markets
Education
Eastern Illinois University 1996 — 2000
BSB, Finance
École Supérieure des Sciences Commerciales d'Angers 1999 — 1999
International Business
Credit Suisse September 2008 - January 2012
Lehman Brothers January 2001 - September 2008
Skills
Fixed Income, Alternative Investments, Equities, Hedge Funds, Capital Markets
Education
Eastern Illinois University 1996 — 2000
BSB, Finance
École Supérieure des Sciences Commerciales d'Angers 1999 — 1999
International Business
Piyush Jain Piyush Jain's Lehman Brothers Experience September 2007 - June 2008
Job Software Development Engineer at A9.com
Industry Information Technology and Services
Experience
A9.com November 2014 - Present
Audible, Inc. February 2012 - October 2014
Overland Storage June 2011 - February 2012
Barclays Capital February 2011 - June 2011
Bank of America April 2010 - February 2011
Bristol-Myers Squibb June 2008 - April 2010
Lehman Brothers September 2007 - June 2008
New York Presbyterian Hospital February 2007 - July 2007
Citigroup November 2004 - February 2007
Skills
JavaScript, CSS, Java, jQuery, XHTML, Backbone.js, Mobile Applications, Software Development, J2EE, HTML, DHTML, Design Patterns, jQuery UI, Selenium, OOP, Node.js, JPA, Spring, AJAX, HTML 5, PHP, Web Development, Linux, SQL, MySQL, Web Services, SDLC, Integration, REST, Testing, Agile Methodologies, Eclipse
Education
Duke University 2001 — 2003
MS, Mechanical Engineering
National Institute of Technology Karnataka 1997 — 2001
BE, Engineering
A9.com November 2014 - Present
Audible, Inc. February 2012 - October 2014
Overland Storage June 2011 - February 2012
Barclays Capital February 2011 - June 2011
Bank of America April 2010 - February 2011
Bristol-Myers Squibb June 2008 - April 2010
Lehman Brothers September 2007 - June 2008
New York Presbyterian Hospital February 2007 - July 2007
Citigroup November 2004 - February 2007
Skills
JavaScript, CSS, Java, jQuery, XHTML, Backbone.js, Mobile Applications, Software Development, J2EE, HTML, DHTML, Design Patterns, jQuery UI, Selenium, OOP, Node.js, JPA, Spring, AJAX, HTML 5, PHP, Web Development, Linux, SQL, MySQL, Web Services, SDLC, Integration, REST, Testing, Agile Methodologies, Eclipse
Education
Duke University 2001 — 2003
MS, Mechanical Engineering
National Institute of Technology Karnataka 1997 — 2001
BE, Engineering
- David Berrebi - David Berrebi's Lehman Brothers Experience 1998 - 1999
Job Chief Technology & Digital Strategy Officer @ Prisma Media
Industry Internet
Experience
Prisma Media April 2011 - Present
Zoomdle 2014 - Present
Pathmotion.com 2009 - Present
Born.com August 2009 - March 2011
Kewego March 2006 - January 2009
Pooxi.com January 2005 - December 2008
SelectBourse.com 1999 - 2004
Lehman Brothers 1998 - 1999
Skills
E-commerce, Leadership, Stratégie numérique, Product Management, Product Development, Online Marketing, SEO, Digital Media, Start-ups, Google Analytics, Conception de produit, Entrepreneurship, Média numérique, Business Strategy, Management, PHP, Publicité en ligne, Mobile Devices, Strategy, Business Development, Online Advertising, New Media, Strategic Partnerships, User Experience, Digital Marketing, Web Analytics, Digital Strategy, Marketing Strategy, Television, Team Management, Video, Mobile Applications, AJAX, SaaS, Broadcast, Social Media, Publishing, Stratégie, Stratégie commerciale, Stratégie marketing, Applications mobiles, Responsable produit, Statistiques web, Marketing en ligne
Education
Cambridge University 1997 — 1998
Master, Computer Science
Bertelsmann University / HEC Executive Education
Leadership Program, Leadership & Management
Ecole Centrale Paris 1995 — 1998
Engineer (promotion 1998)
Prisma Media April 2011 - Present
Zoomdle 2014 - Present
Pathmotion.com 2009 - Present
Born.com August 2009 - March 2011
Kewego March 2006 - January 2009
Pooxi.com January 2005 - December 2008
SelectBourse.com 1999 - 2004
Lehman Brothers 1998 - 1999
Skills
E-commerce, Leadership, Stratégie numérique, Product Management, Product Development, Online Marketing, SEO, Digital Media, Start-ups, Google Analytics, Conception de produit, Entrepreneurship, Média numérique, Business Strategy, Management, PHP, Publicité en ligne, Mobile Devices, Strategy, Business Development, Online Advertising, New Media, Strategic Partnerships, User Experience, Digital Marketing, Web Analytics, Digital Strategy, Marketing Strategy, Television, Team Management, Video, Mobile Applications, AJAX, SaaS, Broadcast, Social Media, Publishing, Stratégie, Stratégie commerciale, Stratégie marketing, Applications mobiles, Responsable produit, Statistiques web, Marketing en ligne
Education
Cambridge University 1997 — 1998
Master, Computer Science
Bertelsmann University / HEC Executive Education
Leadership Program, Leadership & Management
Ecole Centrale Paris 1995 — 1998
Engineer (promotion 1998)
Scott Weiner Scott Weiner's Lehman Brothers Experience 1997 - 2000
Job Partner at Pappas Ventures
Industry Venture Capital & Private Equity
Experience
Pappas Ventures 2006 - Present
Silverback Asset Management 2005 - 2006
Chicago Growth Partners 2002 - 2005
Lehman Brothers 1997 - 2000
Skills
Venture Capital
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA)
Duke University 1992 — 1996
Bachelor of Science (BS), Biological Anthropology & Anatomy
Pappas Ventures 2006 - Present
Silverback Asset Management 2005 - 2006
Chicago Growth Partners 2002 - 2005
Lehman Brothers 1997 - 2000
Skills
Venture Capital
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA)
Duke University 1992 — 1996
Bachelor of Science (BS), Biological Anthropology & Anatomy
Robin Wood Robin Wood's Lehman Brothers Experience July 2008 - February 2009
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2011 - Present
UBS Investment Bank June 2010 - August 2010
Lehman Brothers July 2008 - February 2009
Lehman Brothers January 2008 - July 2008
Lehman Brothers November 2006 - January 2008
Accenture August 2004 - November 2006
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Investments, Business Strategy, Portfolio Management, Asset Management, Analysis, Strategy, Investment Management, Hedge Funds, Finance, Management Consulting, Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration, Finance, Accounting, Economics
Duke University 2000 — 2004
BSE, Biomedical Engineering
McKinsey & Company June 2011 - Present
UBS Investment Bank June 2010 - August 2010
Lehman Brothers July 2008 - February 2009
Lehman Brothers January 2008 - July 2008
Lehman Brothers November 2006 - January 2008
Accenture August 2004 - November 2006
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Investments, Business Strategy, Portfolio Management, Asset Management, Analysis, Strategy, Investment Management, Hedge Funds, Finance, Management Consulting, Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration, Finance, Accounting, Economics
Duke University 2000 — 2004
BSE, Biomedical Engineering
Arthur Breitman Arthur Breitman's Lehman Brothers Experience February 2006 - May 2006
Job VP at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley August 2013 - Present
White Bay PT June 2012 - June 2013
Goldman Sachs October 2009 - April 2012
Horton Point January 2007 - September 2009
Dynamic Capital September 2006 - December 2006
Lehman Brothers February 2006 - May 2006
ITerating August 2005 - December 2005
BNP Paribas April 2005 - August 2005
RiskData July 2004 - September 2004
Skills
Statistical Arbitrage, Statistics, Machine Learning, C++, High Frequency Trading, Fixed Income, Stochastic Calculus, Programming, Trading Systems, Quantitative Finance, Java, Equities, OCaml, Python, high-frequency trading, C#, C, Bayesian statistics, RDF, bitcoin, Cryptography, Commodity, Options, Trading, Hedge Funds, Derivatives, Portfolio Management, Financial Modeling
Education
New York University 2005 — 2007
MS
Ecole polytechnique 2002 — 2005
Diplome d'Ingenieur de l'Ecole Polytechnique
Lycée Louis-le-Grand 1997 — 2002
Morgan Stanley August 2013 - Present
White Bay PT June 2012 - June 2013
Goldman Sachs October 2009 - April 2012
Horton Point January 2007 - September 2009
Dynamic Capital September 2006 - December 2006
Lehman Brothers February 2006 - May 2006
ITerating August 2005 - December 2005
BNP Paribas April 2005 - August 2005
RiskData July 2004 - September 2004
Skills
Statistical Arbitrage, Statistics, Machine Learning, C++, High Frequency Trading, Fixed Income, Stochastic Calculus, Programming, Trading Systems, Quantitative Finance, Java, Equities, OCaml, Python, high-frequency trading, C#, C, Bayesian statistics, RDF, bitcoin, Cryptography, Commodity, Options, Trading, Hedge Funds, Derivatives, Portfolio Management, Financial Modeling
Education
New York University 2005 — 2007
MS
Ecole polytechnique 2002 — 2005
Diplome d'Ingenieur de l'Ecole Polytechnique
Lycée Louis-le-Grand 1997 — 2002
Mollie Martin's Lehman Brothers Experience March 2002 - June 2003
Job Marketing Director at Quorum Federal Credit Union
Industry Financial Services
Experience
Quorum Federal Credit Union October 2014 - Present
Bank of America Merrill Lynch December 2012 - October 2014
Bank of America Merrill Lynch August 2007 - December 2012
Cantor Fitzgerald/ BGC Partners July 2003 - August 2007
Lehman Brothers March 2002 - June 2003
Goldman Sachs May 2000 - March 2002
Skills
Equities, Derivatives, Investment Banking, Capital Markets, Electronic Trading, Hedge Funds, Trading, Options, Commodity, Financial Markets, Financial Services, Marketing Strategy, Product Management, Alternative Investments, FX Options, Securities, Trading Systems, Investments, FINRA, Series 63, Banking, Bloomberg, Business Development, Foreign Exchange, Bonds, Management, Fixed Income, Marketing, Leadership
Education
East Carolina University 1994 — 1999
BS, Communications and Marketing
Quorum Federal Credit Union October 2014 - Present
Bank of America Merrill Lynch December 2012 - October 2014
Bank of America Merrill Lynch August 2007 - December 2012
Cantor Fitzgerald/ BGC Partners July 2003 - August 2007
Lehman Brothers March 2002 - June 2003
Goldman Sachs May 2000 - March 2002
Skills
Equities, Derivatives, Investment Banking, Capital Markets, Electronic Trading, Hedge Funds, Trading, Options, Commodity, Financial Markets, Financial Services, Marketing Strategy, Product Management, Alternative Investments, FX Options, Securities, Trading Systems, Investments, FINRA, Series 63, Banking, Bloomberg, Business Development, Foreign Exchange, Bonds, Management, Fixed Income, Marketing, Leadership
Education
East Carolina University 1994 — 1999
BS, Communications and Marketing
Xuchu (Susan) Cao Xuchu (Susan) Cao's Lehman Brothers Experience April 2000 - January 2009
Job White Plains Middle/High Schools at White Plains Middel/High Schools
Industry Banking
Experience
White Plains Middel/High Schools July 2014 - Present
Croton-Harmon Middle/High School February 2010 - June 2014
Lehman Brothers April 2000 - January 2009
Lehman Brothers July 1995 - April 2000
The Sanwa Bank, New York Branch May 1992 - July 1995
Skills
Accounting, Auditing, General Ledger, Account Reconciliation, Financial Reporting
Education
Pace University 2009 — 2010
Master of Education (MEd), Education, 4.0
Eastern Michigan University
MBA, International Trade, 3.80
Fudan University
Bachelor's degree, English Language and Literature/Letters
White Plains Middel/High Schools July 2014 - Present
Croton-Harmon Middle/High School February 2010 - June 2014
Lehman Brothers April 2000 - January 2009
Lehman Brothers July 1995 - April 2000
The Sanwa Bank, New York Branch May 1992 - July 1995
Skills
Accounting, Auditing, General Ledger, Account Reconciliation, Financial Reporting
Education
Pace University 2009 — 2010
Master of Education (MEd), Education, 4.0
Eastern Michigan University
MBA, International Trade, 3.80
Fudan University
Bachelor's degree, English Language and Literature/Letters
Hua Wang Hua Wang's Lehman Brothers Experience 2003 - 2003
Job CoFounder, SmartBridge
Industry Management Consulting
Experience
K&L Gates 2014 - 2015
Proskauer Rose LLP 2012 - 2014
Cisco Systems 2012 - 2012
Kauffman Foundation 2012 - 2012
Accenture 2004 - 2007
Lehman Brothers 2003 - 2003
Boeing 2002 - 2002
Skills
Private Equity, Due Diligence, Entrepreneurship, Business Development, Management Consulting, Public Speaking, Venture Capital, Start-ups, Mergers & Acquisitions, Securities, Intellectual Property, Legal Writing, Legal Research
Education
Northwestern University School of Law 2009 — 2011
JD
Duke University 1999 — 2003
BA, public policy, political science, markets and management
K&L Gates 2014 - 2015
Proskauer Rose LLP 2012 - 2014
Cisco Systems 2012 - 2012
Kauffman Foundation 2012 - 2012
Accenture 2004 - 2007
Lehman Brothers 2003 - 2003
Boeing 2002 - 2002
Skills
Private Equity, Due Diligence, Entrepreneurship, Business Development, Management Consulting, Public Speaking, Venture Capital, Start-ups, Mergers & Acquisitions, Securities, Intellectual Property, Legal Writing, Legal Research
Education
Northwestern University School of Law 2009 — 2011
JD
Duke University 1999 — 2003
BA, public policy, political science, markets and management
Stephen Bedsole Stephen Bedsole's Lehman Brothers Experience 2006 - 2007
Job Principal Consultant at Capco
Industry Financial Services
Experience
Capco April 2010 - Present
DC Strategies May 2007 - August 2010
Lehman Brothers 2006 - 2007
Aurora Loan Services - Lehman Brothers 2006 - 2007
Freddie Mac 2002 - 2006
Applied Predictive Technologies 2001 - 2002
Idea Integration 2000 - 2001
Pace Global Energy Services 1995 - 2000
C. C. Pace Resources 1995 - 2000
Skills
Business Analysis, Business Process..., Business Process..., Management Consulting, Project Management, Strategy, Testing, Business Process, Vendor Management
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Business/Commerce, General
Franklin & Marshall College 1989 — 1993
BA, Business Management
Hermitage High School
Hermitage High School
Capco April 2010 - Present
DC Strategies May 2007 - August 2010
Lehman Brothers 2006 - 2007
Aurora Loan Services - Lehman Brothers 2006 - 2007
Freddie Mac 2002 - 2006
Applied Predictive Technologies 2001 - 2002
Idea Integration 2000 - 2001
Pace Global Energy Services 1995 - 2000
C. C. Pace Resources 1995 - 2000
Skills
Business Analysis, Business Process..., Business Process..., Management Consulting, Project Management, Strategy, Testing, Business Process, Vendor Management
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Business/Commerce, General
Franklin & Marshall College 1989 — 1993
BA, Business Management
Hermitage High School
Hermitage High School
Patrick Thomasma, CFA Patrick Thomasma, CFA's Lehman Brothers Experience May 2004 - July 2005
Job Quantitative Financial Services
Industry Financial Services
Experience
Home February 2008 - Present
Axioma Inc. February 2006 - February 2008
Lehman Brothers May 2004 - July 2005
Skills
Capital Markets, Risk Management, Banking, Derivatives, Portfolio Management, Investment Banking, Trading, Financial Services, Hedge Funds, Equity Research, Securities
Education
University of California, Berkeley, Haas School of Business 2003 — 2004
MFE, Financial Engineering
Duke University 1993 — 1997
BSE, Mechanical Engineering, Materials Science, Economics
Home February 2008 - Present
Axioma Inc. February 2006 - February 2008
Lehman Brothers May 2004 - July 2005
Skills
Capital Markets, Risk Management, Banking, Derivatives, Portfolio Management, Investment Banking, Trading, Financial Services, Hedge Funds, Equity Research, Securities
Education
University of California, Berkeley, Haas School of Business 2003 — 2004
MFE, Financial Engineering
Duke University 1993 — 1997
BSE, Mechanical Engineering, Materials Science, Economics
Henry Haligowski Henry Haligowski's Lehman Brothers Experience 1991 - August 2008
Job Director at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 1991 - August 2008
Citicorp 1990 - 1991
Facstore Inc. 1989 - 1990
Education
Embry-Riddle Aeronautical University 1982 — 1984
Aeronautical Engineering
Barclays Capital September 2008 - Present
Lehman Brothers 1991 - August 2008
Citicorp 1990 - 1991
Facstore Inc. 1989 - 1990
Education
Embry-Riddle Aeronautical University 1982 — 1984
Aeronautical Engineering
Waizeru Z Johnson Waizeru Z Johnson's Lehman Brothers Experience June 2002 - June 2005
Job Certified Educator and Attorney at Law
Industry Primary/Secondary Education
Experience
Dekalb County School District July 2015 - Present
Dekalb County School District July 2014 - May 2015
Parker, Hudson, Rainer & Dobbs LLP September 2011 - April 2014
NYC Department of Housing Preservation and Development (HPD) December 2010 - August 2011
NYC Department of Small Business Services September 2010 - December 2010
Community Enterprise Clinic (Duke Law) January 2010 - May 2010
Parker, Hudson, Rainer & Dobbs LLP May 2009 - July 2009
Duff & Phelps January 2007 - May 2007
Lehman Brothers June 2002 - June 2005
Americorps September 1996 - September 1997
Skills
Admitted to practice in..., Legal Writing, Contract Negotiation, Finance, Mergers & Acquisitions, Investments, Valuation, Leadership, Negotiation, Financial Reporting, Corporate Law, Due Diligence, Contract Management, Legal Research, Marketing, Loans, Bankruptcy, Real Estate
Education
Duke University School of Law 2007 — 2010
Juris Doctor
Duke Asia-America Institute in Transnational Law 2008 — 2008
Howard University, School of Business 2000 — 2002
B.B.A, Finance Concentration
Hillel Academy High School - Jamaica, WI
Dekalb County School District July 2015 - Present
Dekalb County School District July 2014 - May 2015
Parker, Hudson, Rainer & Dobbs LLP September 2011 - April 2014
NYC Department of Housing Preservation and Development (HPD) December 2010 - August 2011
NYC Department of Small Business Services September 2010 - December 2010
Community Enterprise Clinic (Duke Law) January 2010 - May 2010
Parker, Hudson, Rainer & Dobbs LLP May 2009 - July 2009
Duff & Phelps January 2007 - May 2007
Lehman Brothers June 2002 - June 2005
Americorps September 1996 - September 1997
Skills
Admitted to practice in..., Legal Writing, Contract Negotiation, Finance, Mergers & Acquisitions, Investments, Valuation, Leadership, Negotiation, Financial Reporting, Corporate Law, Due Diligence, Contract Management, Legal Research, Marketing, Loans, Bankruptcy, Real Estate
Education
Duke University School of Law 2007 — 2010
Juris Doctor
Duke Asia-America Institute in Transnational Law 2008 — 2008
Howard University, School of Business 2000 — 2002
B.B.A, Finance Concentration
Hillel Academy High School - Jamaica, WI
Chad Ulrich Chad Ulrich's Lehman Brothers Experience 2004 - 2008
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2008 - Present
Lehman Brothers 2004 - 2008
Education
Eastern Oregon University 1992 — 1997
BS, Business Economics
Principal Financial Group March 2008 - Present
Lehman Brothers 2004 - 2008
Education
Eastern Oregon University 1992 — 1997
BS, Business Economics
Dave Luczak Dave Luczak's Lehman Brothers Experience April 2005 - August 2008
Job Owner at Pallas Associates, Inc
Industry Accounting
Experience
Pallas Associates, Imc March 2000 - Present
Dept. of Treasury/IRS September 2008 - January 2010
Lehman Brothers April 2005 - August 2008
GMAC Mortgage March 2003 - April 2005
Skills
Customer Service, Management, Public Speaking, Budgets, Strategic Planning, Small Business, Sales, Leadership
Education
Duquesne University 1970 — 1972
Business Administration and Management, General
Pallas Associates, Imc March 2000 - Present
Dept. of Treasury/IRS September 2008 - January 2010
Lehman Brothers April 2005 - August 2008
GMAC Mortgage March 2003 - April 2005
Skills
Customer Service, Management, Public Speaking, Budgets, Strategic Planning, Small Business, Sales, Leadership
Education
Duquesne University 1970 — 1972
Business Administration and Management, General
Brad Deflin's Lehman Brothers Experience November 1999 - March 2008
Job President and Founder at Total Digital Security
Industry Computer & Network Security
Experience
Total Digital Security March 2013 - Present
J.P. Morgan November 2011 - February 2013
Wells Fargo Private Bank October 2008 - June 2011
Lehman Brothers November 1999 - March 2008
Merrill Lynch 1987 - 1999
DWAI, Inc. 1986 - 1987
People Express Airlines 1981 - 1986
Skills
Information Security..., Information Security, Information Technology, HIPAA Security and..., Strategy, HIPAA, Network Security, Entrepreneurship, Investments, Series 7, Wealth Management, Portfolio Management, Mergers & Acquisitions, Alternative Investments, CRM, Financial Services, Finance, Series 63, Risk Management, Wealth Management..., Securities, Leadership, Credit, Asset Management, Executive Management, Series 65, High Net Worth..., Private Equity, Due Diligence, Investment Banking, Venture Capital, FINRA, Computer Security, Financial Risk, Digital Security, Financial Modeling, Investment Advisory, Banking, Capital Markets, Series 8 and 9
Education
Embry-Riddle Aeronautical University 1976 — 1981
Aviation Studies, In-Flight Training, English, Business, Physics, Meteorology
Upper St. Clair High School
Total Digital Security March 2013 - Present
J.P. Morgan November 2011 - February 2013
Wells Fargo Private Bank October 2008 - June 2011
Lehman Brothers November 1999 - March 2008
Merrill Lynch 1987 - 1999
DWAI, Inc. 1986 - 1987
People Express Airlines 1981 - 1986
Skills
Information Security..., Information Security, Information Technology, HIPAA Security and..., Strategy, HIPAA, Network Security, Entrepreneurship, Investments, Series 7, Wealth Management, Portfolio Management, Mergers & Acquisitions, Alternative Investments, CRM, Financial Services, Finance, Series 63, Risk Management, Wealth Management..., Securities, Leadership, Credit, Asset Management, Executive Management, Series 65, High Net Worth..., Private Equity, Due Diligence, Investment Banking, Venture Capital, FINRA, Computer Security, Financial Risk, Digital Security, Financial Modeling, Investment Advisory, Banking, Capital Markets, Series 8 and 9
Education
Embry-Riddle Aeronautical University 1976 — 1981
Aviation Studies, In-Flight Training, English, Business, Physics, Meteorology
Upper St. Clair High School
Sharika Richardson Sharika Richardson's Lehman Brothers Experience June 2008 - August 2008
Job Program Director / Attorney at Legal Services of Southern Piedmont
Industry Law Practice
Experience
Legal Services of Southern Piedmont January 2012 - Present
Turner Padget Graham & Laney, P.A. 2009 - 2010
Lehman Brothers June 2008 - August 2008
Skills
Litigation, Civil Litigation, Spanish, Landlord/Tenant Matters, Family Law, Immigration Law, Legal Assistance
Education
Duke University School of Law 2008 — 2011
Juris Doctor (J.D.)
University of South Carolina - Darla Moore School of Business 2004 — 2008
Bachelor’s Degree, Banking, Corporate, Finance, and Securities Law, magna cum laude
Legal Services of Southern Piedmont January 2012 - Present
Turner Padget Graham & Laney, P.A. 2009 - 2010
Lehman Brothers June 2008 - August 2008
Skills
Litigation, Civil Litigation, Spanish, Landlord/Tenant Matters, Family Law, Immigration Law, Legal Assistance
Education
Duke University School of Law 2008 — 2011
Juris Doctor (J.D.)
University of South Carolina - Darla Moore School of Business 2004 — 2008
Bachelor’s Degree, Banking, Corporate, Finance, and Securities Law, magna cum laude
Elena Veckman Elena Veckman's Lehman Brothers Experience June 2006 - July 2008
Job Portfolio Management
Industry Investment Management
Experience
Radar Partners July 2009 - Present
Opportunity International April 2008 - December 2011
National Republican Senatorial Committee March 2009 - June 2009
Lehman Brothers June 2006 - July 2008
Skills
Microfinance, Private Equity, Valuation, Fundraising, Financial Modeling, Alternative Investments, Capital Markets, Venture Capital, Corporate Finance, Marketing, Social Media, Equities, Public Speaking
Education
Duke University 2002 — 2006
BA, Political Science
Valley Christian 1998 — 2002
Radar Partners July 2009 - Present
Opportunity International April 2008 - December 2011
National Republican Senatorial Committee March 2009 - June 2009
Lehman Brothers June 2006 - July 2008
Skills
Microfinance, Private Equity, Valuation, Fundraising, Financial Modeling, Alternative Investments, Capital Markets, Venture Capital, Corporate Finance, Marketing, Social Media, Equities, Public Speaking
Education
Duke University 2002 — 2006
BA, Political Science
Valley Christian 1998 — 2002
Cathy Li Cathy Li's Lehman Brothers Experience May 2008 - July 2008
Job MBA Leadership Rotational Program at Nordstrom
Industry Retail
Experience
Nordstrom August 2015 - Present
Nordstrom June 2014 - August 2014
Michael Kors March 2014 - May 2014
Gilt City March 2012 - April 2013
Gilt City, Member of the Gilt Groupe July 2011 - May 2012
Barclays Capital July 2009 - June 2011
Georgetown Journal of International Affairs January 2008 - May 2009
Lehman Brothers May 2008 - July 2008
Hill & Associates September 2007 - December 2007
Sage Communications April 2007 - July 2007
Skills
Analytics, E-commerce
Education
The Lauder Institute – University of Pennsylvania 2013 — 2015
MA, International Studies, China
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Masters in International Studies (Lauder Program), Marketing & Operations
Georgetown University 2005 — 2009
Bachelors of Science in School of Foreign Service, US-China Trade Relations
Aliso Niguel High School
East China Normal University
Nordstrom August 2015 - Present
Nordstrom June 2014 - August 2014
Michael Kors March 2014 - May 2014
Gilt City March 2012 - April 2013
Gilt City, Member of the Gilt Groupe July 2011 - May 2012
Barclays Capital July 2009 - June 2011
Georgetown Journal of International Affairs January 2008 - May 2009
Lehman Brothers May 2008 - July 2008
Hill & Associates September 2007 - December 2007
Sage Communications April 2007 - July 2007
Skills
Analytics, E-commerce
Education
The Lauder Institute – University of Pennsylvania 2013 — 2015
MA, International Studies, China
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Masters in International Studies (Lauder Program), Marketing & Operations
Georgetown University 2005 — 2009
Bachelors of Science in School of Foreign Service, US-China Trade Relations
Aliso Niguel High School
East China Normal University
Eric Javidi Eric Javidi's Lehman Brothers Experience May 2008 - June 2008
Job Senior Vice President at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
Kayne Anderson Capital Advisors, L.P. June 2015 - Present
UBS Investment Bank August 2012 - June 2015
Barclays Investment Bank July 2009 - July 2012
Lehman Brothers May 2008 - June 2008
Morgan Stanley January 2005 - June 2007
Skills
Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Due Diligence, Financial Structuring, Investment Banking, Valuation, Private Equity, Negotiation, MLP, Oil & Gas Industry, Midstream, Business Development, Operational Due..., Financial Statement..., Financial Engineering, Pipelines, Shale, Hedge Funds, Asset Management, Closed-end Funds, Alternative Investments, Investments, Trading, Energy Markets, Buy-side, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting / Finance
University of California, Davis
Bachelor's degree, Economics / Psychology
Rio Americano HS
Kayne Anderson Capital Advisors, L.P. June 2015 - Present
UBS Investment Bank August 2012 - June 2015
Barclays Investment Bank July 2009 - July 2012
Lehman Brothers May 2008 - June 2008
Morgan Stanley January 2005 - June 2007
Skills
Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Due Diligence, Financial Structuring, Investment Banking, Valuation, Private Equity, Negotiation, MLP, Oil & Gas Industry, Midstream, Business Development, Operational Due..., Financial Statement..., Financial Engineering, Pipelines, Shale, Hedge Funds, Asset Management, Closed-end Funds, Alternative Investments, Investments, Trading, Energy Markets, Buy-side, Equities
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting / Finance
University of California, Davis
Bachelor's degree, Economics / Psychology
Rio Americano HS
Todd Schwarzinger's Lehman Brothers Experience June 2005 - August 2005
Job Managing Director at Hercules Technology Growth Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Hercules Technology Growth Capital, Inc. April 2015 - Present
Morgan Stanley February 2012 - February 2015
Morgan Stanley August 2006 - 2012
Lehman Brothers June 2005 - August 2005
Accenture August 1999 - June 2004
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Mergers, Healthcare, Venture Capital
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance, Healthcare
Miami University 1995 — 1999
BA, Finance
Hercules Technology Growth Capital, Inc. April 2015 - Present
Morgan Stanley February 2012 - February 2015
Morgan Stanley August 2006 - 2012
Lehman Brothers June 2005 - August 2005
Accenture August 1999 - June 2004
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Mergers, Healthcare, Venture Capital
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance, Healthcare
Miami University 1995 — 1999
BA, Finance
Lisa Moore Lisa Moore's Lehman Brothers Experience 2004 - 2006
Job Market Planning Manager at Genentech
Industry Biotechnology
Experience
Genentech January 2014 - Present
Sangamo BioSciences September 2011 - January 2014
GlaxoSmithKline June 2010 - August 2010
Forest Laboratories February 2007 - June 2009
Lehman Brothers 2004 - 2006
Skills
Portfolio Management, Business Development, Market Research, Biotechnology, Due Diligence, Forecasting, Financial Modeling, Competitive Analysis, Cross-functional Team..., Strategy, Valuation, Financial Analysis, Data Analysis, Mergers & Acquisitions, Clinical Trials, Management, Strategic Planning
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Health Sector Management
Vanderbilt University 2000 — 2004
BA, Economics & Mathematics
Genentech January 2014 - Present
Sangamo BioSciences September 2011 - January 2014
GlaxoSmithKline June 2010 - August 2010
Forest Laboratories February 2007 - June 2009
Lehman Brothers 2004 - 2006
Skills
Portfolio Management, Business Development, Market Research, Biotechnology, Due Diligence, Forecasting, Financial Modeling, Competitive Analysis, Cross-functional Team..., Strategy, Valuation, Financial Analysis, Data Analysis, Mergers & Acquisitions, Clinical Trials, Management, Strategic Planning
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Health Sector Management
Vanderbilt University 2000 — 2004
BA, Economics & Mathematics
Pierre Cox Pierre Cox's Lehman Brothers Experience August 2004 - April 2009
Job Equity Derivative Application/Market Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP May 2014 - Present
Leerink Swann December 2012 - April 2014
RBC Capital Markets April 2009 - November 2012
Lehman Brothers August 2004 - April 2009
Raydon Corporation January 2001 - April 2002
Skills
Equity Derivatives, Derivatives, Electronic Trading, Equities, Hedge Funds, Equity Trading, Options, Financial Modeling, Bloomberg, Trading, Trading Systems, Swaps, Capital Markets, Investment Banking, Fixed Income, C++, Visual C++, Programming Concepts, Object Oriented Design, Bloomberg Terminal, Alternative Investments, Market Data, Series 7, Software Development
Education
University of Michigan 2002 — 2004
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance
Embry-Riddle Aeronautical University 1996 — 2000
BS, Computer Science
Bloomberg LP May 2014 - Present
Leerink Swann December 2012 - April 2014
RBC Capital Markets April 2009 - November 2012
Lehman Brothers August 2004 - April 2009
Raydon Corporation January 2001 - April 2002
Skills
Equity Derivatives, Derivatives, Electronic Trading, Equities, Hedge Funds, Equity Trading, Options, Financial Modeling, Bloomberg, Trading, Trading Systems, Swaps, Capital Markets, Investment Banking, Fixed Income, C++, Visual C++, Programming Concepts, Object Oriented Design, Bloomberg Terminal, Alternative Investments, Market Data, Series 7, Software Development
Education
University of Michigan 2002 — 2004
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance
Embry-Riddle Aeronautical University 1996 — 2000
BS, Computer Science
Neil Advani's Lehman Brothers Experience August 2005 - September 2008
Job Senior Account Manager
Industry Information Technology and Services
Experience
Infusion August 2013 - Present
UBS April 2011 - July 2012
Barclays Capital September 2008 - July 2009
Lehman Brothers August 2005 - September 2008
Infusion March 2002 - August 2005
Skills
Sales, Account Management, Pre-sales, Business Development, Business Strategy, Options, Index Options, Excel models, Equity Derivatives, Derivatives, Volatility, Equity Capital Markets, Investments, Financial Modeling, Equities, Investment Banking, Structured Products, Fixed Income, Java, C++, Ice Hockey, Management, Digital Strategy
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Investment & Corporate Finance
Rochester Institute of Technology 1997 — 2002
BS, Computer Science
The Chinese University of Hong Kong 2010 — 2011
International Finance
Infusion August 2013 - Present
UBS April 2011 - July 2012
Barclays Capital September 2008 - July 2009
Lehman Brothers August 2005 - September 2008
Infusion March 2002 - August 2005
Skills
Sales, Account Management, Pre-sales, Business Development, Business Strategy, Options, Index Options, Excel models, Equity Derivatives, Derivatives, Volatility, Equity Capital Markets, Investments, Financial Modeling, Equities, Investment Banking, Structured Products, Fixed Income, Java, C++, Ice Hockey, Management, Digital Strategy
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Investment & Corporate Finance
Rochester Institute of Technology 1997 — 2002
BS, Computer Science
The Chinese University of Hong Kong 2010 — 2011
International Finance
Brock Strasbourger Brock Strasbourger's Lehman Brothers Experience June 2008 - August 2008
Job Head of Business at Fancy.com
Industry Internet
Experience
Fancy.com April 2015 - Present
Night Out Inc. July 2011 - Present
Fancy.com June 2013 - April 2015
Barclays Capital July 2009 - February 2013
Lehman Brothers June 2008 - August 2008
Sony Music Entertainment May 2007 - July 2007
Skills
Investments, Business Development, Corporate Development, Social Media Marketing, Marketing Strategy, Mobile Strategy, Digital Strategy, Mobile Technology, Strategy, Social Networking, Venture Capital, Fundraising, Emerging Markets, Start-ups, Social Media, Sales, CRM, Fixed Income, Strategic Partnerships, Capital Markets, Derivatives, Bloomberg, Finance, Series 7, Series 63, Bonds, Options, Securities
Education
University of Michigan 2005 — 2009
BA, Organizational Studies
East China Normal University 2008 — 2008
Business and Mandarin
London School of Economics and Political Science 2007 — 2007
Competitive Strategy and Game Theory
Fancy.com April 2015 - Present
Night Out Inc. July 2011 - Present
Fancy.com June 2013 - April 2015
Barclays Capital July 2009 - February 2013
Lehman Brothers June 2008 - August 2008
Sony Music Entertainment May 2007 - July 2007
Skills
Investments, Business Development, Corporate Development, Social Media Marketing, Marketing Strategy, Mobile Strategy, Digital Strategy, Mobile Technology, Strategy, Social Networking, Venture Capital, Fundraising, Emerging Markets, Start-ups, Social Media, Sales, CRM, Fixed Income, Strategic Partnerships, Capital Markets, Derivatives, Bloomberg, Finance, Series 7, Series 63, Bonds, Options, Securities
Education
University of Michigan 2005 — 2009
BA, Organizational Studies
East China Normal University 2008 — 2008
Business and Mandarin
London School of Economics and Political Science 2007 — 2007
Competitive Strategy and Game Theory
Gibson Stephen Gibson Stephen's Lehman Brothers Experience March 1987 - June 1990
Job Secondary Mathematics Teacher Masters Level at Charlotte Mecklenburg Schools
Industry Education Management
Experience
Charlotte Mecklenburg Schools August 2002 - Present
Executive Recruiters September 1997 - Present
Oppenheimer & Company June 1990 - June 1995
Lehman Brothers March 1987 - June 1990
Skills
Writer, Coach, Radio Broadcasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1977 — 1979
MS, Business Adminstration
Duke University 1971 — 1974
Bachelors, Economics
Charlotte Mecklenburg Schools August 2002 - Present
Executive Recruiters September 1997 - Present
Oppenheimer & Company June 1990 - June 1995
Lehman Brothers March 1987 - June 1990
Skills
Writer, Coach, Radio Broadcasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1977 — 1979
MS, Business Adminstration
Duke University 1971 — 1974
Bachelors, Economics
Julie Van Voris Julie Van Voris's Lehman Brothers Experience November 2004 - February 2008
Job Vice President at Barclays Capital
Industry Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers November 2004 - February 2008
ING Clarion 2003 - 2004
Education
Duke University 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
Branson
Barclays Capital September 2008 - Present
Lehman Brothers November 2004 - February 2008
ING Clarion 2003 - 2004
Education
Duke University 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
Branson
Christian Pestre Christian Pestre's Lehman Brothers Experience 1989 - 1994
Job Director, Fixed Income at Alberta Investment Management Corporation (AIMCo)
Industry Investment Management
Experience
Self-employed 2009 - 2014
Caisse de dépôt et placement du Québec 1997 - 2009
Credit Lyonnais Securities 1994 - 1997
Lehman Brothers 1989 - 1994
Education
Ecole polytechnique
Master of Science (M.Sc.)
Self-employed 2009 - 2014
Caisse de dépôt et placement du Québec 1997 - 2009
Credit Lyonnais Securities 1994 - 1997
Lehman Brothers 1989 - 1994
Education
Ecole polytechnique
Master of Science (M.Sc.)
Carolyn Bartholdson Carolyn Bartholdson's Lehman Brothers Experience August 2007 - September 2008
Job SVP, Chief Human Resources Officer at The CDM Group
Industry Marketing and Advertising
Experience
The CDM Group May 2014 - Present
QBE North America August 2012 - May 2014
QBE North America October 2011 - August 2012
Barclays Wealth October 2010 - October 2011
Barclays Wealth September 2008 - October 2010
Lehman Brothers August 2007 - September 2008
Pfizer July 2003 - July 2007
Pfizer 2002 - 2003
Pfizer 2001 - 2002
Helios Health 1999 - 2001
Skills
Change Management
Education
Duke University - The Fuqua School of Business
MBA
University of Pennsylvania
BA, English
The CDM Group May 2014 - Present
QBE North America August 2012 - May 2014
QBE North America October 2011 - August 2012
Barclays Wealth October 2010 - October 2011
Barclays Wealth September 2008 - October 2010
Lehman Brothers August 2007 - September 2008
Pfizer July 2003 - July 2007
Pfizer 2002 - 2003
Pfizer 2001 - 2002
Helios Health 1999 - 2001
Skills
Change Management
Education
Duke University - The Fuqua School of Business
MBA
University of Pennsylvania
BA, English
John McCready John McCready's Lehman Brothers Experience 2001 - 2002
Job Oil and gas professional
Industry Oil & Energy
Experience
Samson Resources 2013 - March 2015
Bank of America Merrill Lynch 2003 - 2012
Lehman Brothers 2001 - 2002
Skills
Fixed Income, Investments, Capital Markets, Investment Banking, Derivatives, Valuation, Financial Modeling, Series 7, Corporate Finance, Equities, Series 63, Oil & Gas Industry, Finance, Strategic Financial..., Due Diligence, Financial Planning, Financial Analysis, Private Equity, Mergers & Acquisitions
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill
Bachelor's degree, History / Economics
Samson Resources 2013 - March 2015
Bank of America Merrill Lynch 2003 - 2012
Lehman Brothers 2001 - 2002
Skills
Fixed Income, Investments, Capital Markets, Investment Banking, Derivatives, Valuation, Financial Modeling, Series 7, Corporate Finance, Equities, Series 63, Oil & Gas Industry, Finance, Strategic Financial..., Due Diligence, Financial Planning, Financial Analysis, Private Equity, Mergers & Acquisitions
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill
Bachelor's degree, History / Economics
Sean Delehanty Sean Delehanty's Lehman Brothers Experience 2000 - 2003
Job Director at Silver Lake
Industry Venture Capital & Private Equity
Experience
Silver Lake 2003 - Present
Interactive Data 2010 - Present
Lehman Brothers 2000 - 2003
Education
Duke University 1996 — 2000
Mechanical Engineering
Silver Lake 2003 - Present
Interactive Data 2010 - Present
Lehman Brothers 2000 - 2003
Education
Duke University 1996 — 2000
Mechanical Engineering
Hannah Park's Lehman Brothers Experience 2006 - 2008
Job Health Care
Industry Hospital & Health Care
Experience
Admirals Bank 2012 - 2013
Admirals Bank 2011 - January 2012
Enterprise Management Consulting: Fox School of Business 2010 - 2010
Temple Fox School of Business/ École Nationale des Ponts et Chaussées 2009 - 2010
Utendahl Capital Partners 2008 - 2009
Lehman Brothers 2006 - 2008
Education
Temple University - Fox School of Business and Management 2009 — 2010
MBA, International Business
Tsinghua University 2010 — 2010
International Business Law
Ecole Nationale des Ponts et Chaussées 2009 — 2010
MBA, International Business
New York University 2002 — 2006
B.A., Economics
Admirals Bank 2012 - 2013
Admirals Bank 2011 - January 2012
Enterprise Management Consulting: Fox School of Business 2010 - 2010
Temple Fox School of Business/ École Nationale des Ponts et Chaussées 2009 - 2010
Utendahl Capital Partners 2008 - 2009
Lehman Brothers 2006 - 2008
Education
Temple University - Fox School of Business and Management 2009 — 2010
MBA, International Business
Tsinghua University 2010 — 2010
International Business Law
Ecole Nationale des Ponts et Chaussées 2009 — 2010
MBA, International Business
New York University 2002 — 2006
B.A., Economics
Brian Hayden's Lehman Brothers Experience May 2005 - August 2005
Job Director at Endeavour Structured Equity & Mezzanine Fund
Industry Venture Capital & Private Equity
Experience
Endeavour Structured Equity & Mezzanine Fund June 2009 - Present
Credit Suisse August 2006 - June 2009
Lehman Brothers May 2005 - August 2005
GE Commercial Finance April 2003 - June 2004
GE Capital April 2000 - March 2003
Skills
Financial Modeling, LBO, Private Equity
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA
University of Oregon
BS, Business/Finance
Endeavour Structured Equity & Mezzanine Fund June 2009 - Present
Credit Suisse August 2006 - June 2009
Lehman Brothers May 2005 - August 2005
GE Commercial Finance April 2003 - June 2004
GE Capital April 2000 - March 2003
Skills
Financial Modeling, LBO, Private Equity
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA
University of Oregon
BS, Business/Finance
Melissa Langdon's Lehman Brothers Experience June 2000 - August 2002
Job Senior Manager Financial & Business Analysis at HSBC
Industry Banking
Experience
HSBC November 2010 - Present
Bank of America April 2003 - November 2010
Lehman Brothers June 2000 - August 2002
Thomson October 1995 - May 1999
The Carson Group June 1994 - October 1995
Investors' Fiduciary Services, Inc. 1993 - 1993
Skills
Financial Forecasting, Department Budgeting, Financial Modeling, Financial Analysis, Financial Reporting, Finance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Duke University 1990 — 1994
BA, Economics
HSBC November 2010 - Present
Bank of America April 2003 - November 2010
Lehman Brothers June 2000 - August 2002
Thomson October 1995 - May 1999
The Carson Group June 1994 - October 1995
Investors' Fiduciary Services, Inc. 1993 - 1993
Skills
Financial Forecasting, Department Budgeting, Financial Modeling, Financial Analysis, Financial Reporting, Finance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Duke University 1990 — 1994
BA, Economics
Jeff Mensch's Lehman Brothers Experience 1998 - 1999
Job
Industry Investment Banking
Experience
MacAndrews & Forbes October 2014 - Present
Evercore September 2013 - October 2014
UBS Investment Bank March 2007 - August 2013
Deutsche Bank 2005 - 2007
Simpson Thacher September 2003 - May 2005
Skadden Arps 2001 - 2001
Lehman Brothers 1998 - 1999
Skills
Private Equity, Investment Banking, Corporate Finance, Tax, Valuation, Mergers, Investments, Family Office
Education
Harvard Law School 2000 — 2003
JD, Tax
Duke University 1994 — 1998
BS, Economics
MacAndrews & Forbes October 2014 - Present
Evercore September 2013 - October 2014
UBS Investment Bank March 2007 - August 2013
Deutsche Bank 2005 - 2007
Simpson Thacher September 2003 - May 2005
Skadden Arps 2001 - 2001
Lehman Brothers 1998 - 1999
Skills
Private Equity, Investment Banking, Corporate Finance, Tax, Valuation, Mergers, Investments, Family Office
Education
Harvard Law School 2000 — 2003
JD, Tax
Duke University 1994 — 1998
BS, Economics
Jason Teeters's Lehman Brothers Experience July 2005 - September 2008
Job Director, Investment Banking at Barclays
Industry Investment Banking
Experience
Barclays March 2012 - Present
Barclays Capital September 2008 - March 2012
Lehman Brothers July 2005 - September 2008
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Washington and Lee University
BS, Business Administration & Accounting
Barclays March 2012 - Present
Barclays Capital September 2008 - March 2012
Lehman Brothers July 2005 - September 2008
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Washington and Lee University
BS, Business Administration & Accounting
Jérôme Trividic's Lehman Brothers Experience August 2007 - November 2008
Job Chief Strategy Officer at SPINEART
Industry Medical Devices
Experience
SPINEART USA January 2014 - Present
SPINEART November 2013 - Present
SPINEART October 2011 - November 2013
Lazard January 2010 - October 2011
Lazard November 2008 - December 2009
Lehman Brothers August 2007 - November 2008
Lehman Brothers July 2005 - July 2007
VINCI Investments April 2004 - June 2005
Skills
Investment Banking, Corporate Development, Corporate Finance, Operations Management, Capital Raises, Medical Technology, Mergers, Mergers & Acquisitions, Private Placements, Business Development, Investments, Healthcare Industry, Financial Structuring, M&A experience, Finance, Venture Capital, Project Finance, Medical Devices, Private Equity, Business Strategy, Valuation, Strategy
Education
Ecole polytechnique 2001 — 2005
MS
Said Business School 2004 — 2005
MSc
SPINEART USA January 2014 - Present
SPINEART November 2013 - Present
SPINEART October 2011 - November 2013
Lazard January 2010 - October 2011
Lazard November 2008 - December 2009
Lehman Brothers August 2007 - November 2008
Lehman Brothers July 2005 - July 2007
VINCI Investments April 2004 - June 2005
Skills
Investment Banking, Corporate Development, Corporate Finance, Operations Management, Capital Raises, Medical Technology, Mergers, Mergers & Acquisitions, Private Placements, Business Development, Investments, Healthcare Industry, Financial Structuring, M&A experience, Finance, Venture Capital, Project Finance, Medical Devices, Private Equity, Business Strategy, Valuation, Strategy
Education
Ecole polytechnique 2001 — 2005
MS
Said Business School 2004 — 2005
MSc
Kraig Correll's Lehman Brothers Experience May 2007 - September 2008
Job Wealth and Investment Management
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers May 2007 - September 2008
Merck & CO., Inc. July 1990 - May 2007
Education
Duke University - The Fuqua School of Business 2004 — 2005
MBA, Business
Moravian College
BS, Double Major - Chemistry & Business
Easton High School
Barclays September 2008 - Present
Lehman Brothers May 2007 - September 2008
Merck & CO., Inc. July 1990 - May 2007
Education
Duke University - The Fuqua School of Business 2004 — 2005
MBA, Business
Moravian College
BS, Double Major - Chemistry & Business
Easton High School
Belinda Blanchfield, PMP's Lehman Brothers Experience May 2007 - March 2008
Job
Industry Banking
Experience
HSBC Securities August 2011 - April 2012
HSBC March 2008 - August 2011
Lehman Brothers May 2007 - March 2008
Capco October 1999 - October 2006
Merrill Lynch 2003 - 2005
Omgeo 2001 - 2003
Clearstream January 2000 - December 2000
The Bank of New York October 1997 - October 2000
Skills
SDLC, PMO, Strategy, Program Management, Project Delivery, Change Management, Business Transformation, Business Analysis, CRM, SOA, Project Planning, Governance, Management, PMP, Organizational Design, MS Project, SharePoint, Business Requirements, User Acceptance Testing, IT Strategy, Visio, Management Consulting, Project Management, Business Process..., Business Process Design, Stakeholder Management, Certified Project..., Business Process..., Financial Services, Cross-functional Team..., Vendor Management, Software Project..., Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1996
MBA
University of Cape Town 1991 — 1992
BSc (Honors)
University of Cape Town 1989 — 1991
BSc
Edith Cowan University
MBA
HSBC Securities August 2011 - April 2012
HSBC March 2008 - August 2011
Lehman Brothers May 2007 - March 2008
Capco October 1999 - October 2006
Merrill Lynch 2003 - 2005
Omgeo 2001 - 2003
Clearstream January 2000 - December 2000
The Bank of New York October 1997 - October 2000
Skills
SDLC, PMO, Strategy, Program Management, Project Delivery, Change Management, Business Transformation, Business Analysis, CRM, SOA, Project Planning, Governance, Management, PMP, Organizational Design, MS Project, SharePoint, Business Requirements, User Acceptance Testing, IT Strategy, Visio, Management Consulting, Project Management, Business Process..., Business Process Design, Stakeholder Management, Certified Project..., Business Process..., Financial Services, Cross-functional Team..., Vendor Management, Software Project..., Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1996
MBA
University of Cape Town 1991 — 1992
BSc (Honors)
University of Cape Town 1989 — 1991
BSc
Edith Cowan University
MBA
Robin Ritenour's Lehman Brothers Experience 1993 - 1996
Job Vice President, Alliances & Partner Strategy at Adobe
Industry Marketing and Advertising
Experience
Adobe September 2014 - Present
salesforce.com December 2013 - September 2014
salesforce.com March 2012 - December 2013
Salesforce.com July 2010 - March 2012
SAP January 2009 - July 2010
SAP Global Marketing October 2005 - January 2009
AIG August 2004 - July 2005
BMG Entertainment 1999 - 2004
Lehman Brothers 1993 - 1996
Goldman Sachs 1990 - 1993
Skills
Strategic Planning, Marketing Management, Strategic Partnerships, Saas, Marketing Strategy, Sales Management, Business Development, Sales Operations, Global Alliances, Direct Sales, E-commerce, Go-to-market Strategy, Online Marketing, SaaS, Enterprise Software, Program Management, CRM, Management, Cloud Computing, Strategy, Business Alliances, Demand Generation, Solution Selling, Leadership
Education
Duke University - The Fuqua School of Business 1995 — 1997
Executive Education, Strategic Marketing/Marketing Operations
Duke University 1986 — 1990
BSE, Biomedical Engineering
Adobe September 2014 - Present
salesforce.com December 2013 - September 2014
salesforce.com March 2012 - December 2013
Salesforce.com July 2010 - March 2012
SAP January 2009 - July 2010
SAP Global Marketing October 2005 - January 2009
AIG August 2004 - July 2005
BMG Entertainment 1999 - 2004
Lehman Brothers 1993 - 1996
Goldman Sachs 1990 - 1993
Skills
Strategic Planning, Marketing Management, Strategic Partnerships, Saas, Marketing Strategy, Sales Management, Business Development, Sales Operations, Global Alliances, Direct Sales, E-commerce, Go-to-market Strategy, Online Marketing, SaaS, Enterprise Software, Program Management, CRM, Management, Cloud Computing, Strategy, Business Alliances, Demand Generation, Solution Selling, Leadership
Education
Duke University - The Fuqua School of Business 1995 — 1997
Executive Education, Strategic Marketing/Marketing Operations
Duke University 1986 — 1990
BSE, Biomedical Engineering
Anthony Cottonaro's Lehman Brothers Experience 2007 - 2007
Job Director, Mergers and Acquisitions at VF Corporation
Industry Apparel & Fashion
Experience
VF Corporation May 2012 - Present
Barclays Capital August 2008 - May 2012
Lehman Brothers 2007 - 2007
M&T Bank January 2002 - July 2006
Freed Maxick CPAs, P.C. 2001 - 2002
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Due Diligence, Mergers, Capital Markets, Investments, Credit Analysis, Finance, Risk Management, Credit Risk, Credit, M&A experience, Mergers & Acquisitions, Financial Institutions, Private Equity, Financial Structuring, Business Valuation
Education
Duke University - The Fuqua School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
London Business School 2007 — 2007
Exchange Program
State University of New York at Buffalo 2003 — 2004
Concentration, Accounting
University of Miami 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
VF Corporation May 2012 - Present
Barclays Capital August 2008 - May 2012
Lehman Brothers 2007 - 2007
M&T Bank January 2002 - July 2006
Freed Maxick CPAs, P.C. 2001 - 2002
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Due Diligence, Mergers, Capital Markets, Investments, Credit Analysis, Finance, Risk Management, Credit Risk, Credit, M&A experience, Mergers & Acquisitions, Financial Institutions, Private Equity, Financial Structuring, Business Valuation
Education
Duke University - The Fuqua School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
London Business School 2007 — 2007
Exchange Program
State University of New York at Buffalo 2003 — 2004
Concentration, Accounting
University of Miami 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Tarik Riviere's Lehman Brothers Experience 2006 - 2008
Job MultiStrategy
Industry Financial Services
Experience
North Gate Advisors February 2012 - Present
Louis Dreyfus Highbridge Energy October 2009 - October 2011
Barclays Capital October 2008 - October 2009
Lehman Brothers 2006 - 2008
JPMorgan Chase 2000 - 2006
Skills
Commodity, Trading, Derivatives, Interest Rate..., Hedging, Options, Proprietary Trading, Commodity Markets, Trading Systems, Swaps, Trading Strategies, FX Options, Structured Products, Quantitative Finance, Portfolio Management, Hedge Funds
Education
Ecole Centrale Paris 1997 — 1999
North Gate Advisors February 2012 - Present
Louis Dreyfus Highbridge Energy October 2009 - October 2011
Barclays Capital October 2008 - October 2009
Lehman Brothers 2006 - 2008
JPMorgan Chase 2000 - 2006
Skills
Commodity, Trading, Derivatives, Interest Rate..., Hedging, Options, Proprietary Trading, Commodity Markets, Trading Systems, Swaps, Trading Strategies, FX Options, Structured Products, Quantitative Finance, Portfolio Management, Hedge Funds
Education
Ecole Centrale Paris 1997 — 1999
Jaclyn Kunkel's Lehman Brothers Experience 2006 - 2006
Job Manager International Tax
Industry Law Practice
Experience
KPMG July 2010 - Present
Withers Bergman LLP September 2008 - June 2010
Lehman Brothers 2006 - 2006
Ernst & Young 2004 - 2005
Skills
International Tax, Tax, Corporate Tax, Income Tax
Education
Fordham University School of Law 2005 — 2008
Doctor of Law (JD)
Duke University 2000 — 2004
B.A., Public Policy Studies, Economics
KPMG July 2010 - Present
Withers Bergman LLP September 2008 - June 2010
Lehman Brothers 2006 - 2006
Ernst & Young 2004 - 2005
Skills
International Tax, Tax, Corporate Tax, Income Tax
Education
Fordham University School of Law 2005 — 2008
Doctor of Law (JD)
Duke University 2000 — 2004
B.A., Public Policy Studies, Economics
Adam Hadla's Lehman Brothers Experience 2004 - 2008
Job Business Systems Analyst at Daughters of Charity Health System
Industry Information Technology and Services
Experience
Daughters of Charity Health System July 2012 - Present
Kaiser Permanente IT December 2011 - June 2012
Specialized Loan Services (SLS) March 2010 - October 2011
CoBank April 2008 - October 2009
Lehman Brothers 2004 - 2008
Compuware 1999 - 2003
ADN 1997 - 2001
Skills
SDLC, Requirements Analysis, Process Engineering, Quality Assurance, Business Requirements, Documentation, Business Analysis, Agile, MS Project, Visio, Requirements Gathering, ITIL, Mentoring, PMO, Application Development, Process Improvement, IT Management, Software Project..., Architecture, Disaster Recovery, Change Management, Program Management, Business Management, SharePoint, Integration, Customer Relations, Scrum, Systems Analysis, Business Intelligence, PMP, Software Documentation, Agile Methodologies, User Acceptance Testing, Management, Customer Service, Databases, Project Management, Cross-functional Team..., Solution Architecture, Troubleshooting, Project Planning, Access, Security, Leadership, Vendor Management, Data Analysis, Outsourcing, Analysis, IT Strategy, Business Process
Education
Eastern Michigan University 2000 — 2002
Master of Science (M.S.), Information Technology
St. Clair College 1989 — 1991
Retail Mgt Marketing, Retail Management Marketing Business
Daughters of Charity Health System July 2012 - Present
Kaiser Permanente IT December 2011 - June 2012
Specialized Loan Services (SLS) March 2010 - October 2011
CoBank April 2008 - October 2009
Lehman Brothers 2004 - 2008
Compuware 1999 - 2003
ADN 1997 - 2001
Skills
SDLC, Requirements Analysis, Process Engineering, Quality Assurance, Business Requirements, Documentation, Business Analysis, Agile, MS Project, Visio, Requirements Gathering, ITIL, Mentoring, PMO, Application Development, Process Improvement, IT Management, Software Project..., Architecture, Disaster Recovery, Change Management, Program Management, Business Management, SharePoint, Integration, Customer Relations, Scrum, Systems Analysis, Business Intelligence, PMP, Software Documentation, Agile Methodologies, User Acceptance Testing, Management, Customer Service, Databases, Project Management, Cross-functional Team..., Solution Architecture, Troubleshooting, Project Planning, Access, Security, Leadership, Vendor Management, Data Analysis, Outsourcing, Analysis, IT Strategy, Business Process
Education
Eastern Michigan University 2000 — 2002
Master of Science (M.S.), Information Technology
St. Clair College 1989 — 1991
Retail Mgt Marketing, Retail Management Marketing Business
Danny Martucci's Lehman Brothers Experience May 2005 - August 2005
Job Strategy and Corporate Development at AT&T
Industry Telecommunications
Experience
AT&T Mobile and Business Solutions 2013 - Present
Deloitte Consulting 2011 - 2013
Council Ventures January 2010 - December 2010
Deloitte Consulting July 2006 - June 2009
Lehman Brothers May 2005 - August 2005
Skills
Financial Modeling, Management Consulting, Growth Strategies, Competitive Analysis, Online Retail, Multi-channel Retail, Business Case, New Market Expansion, Mobile Marketing, Supply Chain Management, Valuation, Due Diligence, Business Strategy, Strategic Consulting, Corporate Development, Strategy, Project Management, Strategic Planning, Business Process...
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Strategy
Vanderbilt University 2002 — 2006
BA, Economics
John Cabot University 2005 — 2005
AT&T Mobile and Business Solutions 2013 - Present
Deloitte Consulting 2011 - 2013
Council Ventures January 2010 - December 2010
Deloitte Consulting July 2006 - June 2009
Lehman Brothers May 2005 - August 2005
Skills
Financial Modeling, Management Consulting, Growth Strategies, Competitive Analysis, Online Retail, Multi-channel Retail, Business Case, New Market Expansion, Mobile Marketing, Supply Chain Management, Valuation, Due Diligence, Business Strategy, Strategic Consulting, Corporate Development, Strategy, Project Management, Strategic Planning, Business Process...
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Strategy
Vanderbilt University 2002 — 2006
BA, Economics
John Cabot University 2005 — 2005
Edward May's Lehman Brothers Experience January 2001 - June 2002
Job VP Business Development at Armada Power
Industry Venture Capital & Private Equity
Experience
Armada Power June 2014 - Present
Energy Intelligence Partners March 2014 - Present
Sterling Energy Group, Inc. October 2013 - Present
US Renewables Group June 2005 - March 2014
Lehman Brothers January 2001 - June 2002
Skills
Private Equity, Venture Capital, Renewable Energy, Start-ups, Due Diligence, Mergers & Acquisitions, Cleantech, Strategic Planning, Financial Analysis, Financial Modeling, Corporate Development, Corporate Finance, Project Finance, Valuation, Energy
Education
Duke University 2002 — 2005
MA, Environmental Management
Duke University - The Fuqua School of Business 2002 — 2005
MBA
University of North Carolina at Chapel Hill 1993 — 1997
BA
The Lawrenceville School 1990 — 1993
Armada Power June 2014 - Present
Energy Intelligence Partners March 2014 - Present
Sterling Energy Group, Inc. October 2013 - Present
US Renewables Group June 2005 - March 2014
Lehman Brothers January 2001 - June 2002
Skills
Private Equity, Venture Capital, Renewable Energy, Start-ups, Due Diligence, Mergers & Acquisitions, Cleantech, Strategic Planning, Financial Analysis, Financial Modeling, Corporate Development, Corporate Finance, Project Finance, Valuation, Energy
Education
Duke University 2002 — 2005
MA, Environmental Management
Duke University - The Fuqua School of Business 2002 — 2005
MBA
University of North Carolina at Chapel Hill 1993 — 1997
BA
The Lawrenceville School 1990 — 1993
Gloria Radeff's Lehman Brothers Experience April 1999 - July 2000
Job Chief Administrative Officer at LibreMax Capital, LLC
Industry Financial Services
Experience
LibreMax Capital, LLC June 2010 - Present
TMT Global Partners July 2009 - May 2010
Diamondback Capital November 2007 - July 2009
Pharo Management September 2006 - October 2007
Rhombus Capital Management May 2004 - September 2006
Bear Stearns July 2000 - May 2004
Lehman Brothers April 1999 - July 2000
ABN-Amro January 1997 - April 1999
Skills
Equity Research, Hedge Funds, Alternative Investments
Education
Duke University 1990 — 1994
Bachelor of Arts (BA)
Stuyvesant High School 1986 — 1990
LibreMax Capital, LLC June 2010 - Present
TMT Global Partners July 2009 - May 2010
Diamondback Capital November 2007 - July 2009
Pharo Management September 2006 - October 2007
Rhombus Capital Management May 2004 - September 2006
Bear Stearns July 2000 - May 2004
Lehman Brothers April 1999 - July 2000
ABN-Amro January 1997 - April 1999
Skills
Equity Research, Hedge Funds, Alternative Investments
Education
Duke University 1990 — 1994
Bachelor of Arts (BA)
Stuyvesant High School 1986 — 1990
Neal Ullman's Lehman Brothers Experience August 2004 - September 2008
Job Managing Director Global Operations Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank October 2010 - Present
Barclays Investment Bank October 2009 - June 2010
Barclays Investment Bank September 2008 - October 2009
Lehman Brothers August 2004 - September 2008
Lehman Brothers January 2000 - August 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Management, Equity Derivatives, Equities, Prime Brokerage, Derivatives, Securities, Trading Systems, Hedge Funds, Financial Services, Securities Lending, Back Office, Trading, Risk Management
Education
East Carolina University 1978 — 1982
bs, business
SUNY Albany 1978 — 1982
bs, finance
Barclays Investment Bank October 2010 - Present
Barclays Investment Bank October 2009 - June 2010
Barclays Investment Bank September 2008 - October 2009
Lehman Brothers August 2004 - September 2008
Lehman Brothers January 2000 - August 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Management, Equity Derivatives, Equities, Prime Brokerage, Derivatives, Securities, Trading Systems, Hedge Funds, Financial Services, Securities Lending, Back Office, Trading, Risk Management
Education
East Carolina University 1978 — 1982
bs, business
SUNY Albany 1978 — 1982
bs, finance
James Eckel's Lehman Brothers Experience 2001 - 2005
Job Director: Compensation/HR Analyst at UBS
Industry Human Resources
Experience
UBS August 2005 - Present
Lehman Brothers 2001 - 2005
Skills
Deferred Compensation, HRIS, PeopleSoft, Analysis, Payroll, Human Resources, Visio, Business Objects, Financial Modeling, Talent Management, Performance Management, Management, Training, Onboarding
Education
Eckerd College
BA, Business Management
UBS August 2005 - Present
Lehman Brothers 2001 - 2005
Skills
Deferred Compensation, HRIS, PeopleSoft, Analysis, Payroll, Human Resources, Visio, Business Objects, Financial Modeling, Talent Management, Performance Management, Management, Training, Onboarding
Education
Eckerd College
BA, Business Management
Ted Davies's Lehman Brothers Experience May 1996 - May 1998
Job Managing Director at Reicon Capital, LLC
Industry Financial Services
Experience
Reicon Capital, LLC March 2000 - Present
BancBoston Robertson Stephens May 1998 - February 2000
Lehman Brothers May 1996 - May 1998
Merrill Lynch Investment Banking May 1993 - May 1996
US Navy August 1989 - August 1991
Unites States Navy June 1986 - August 1989
Education
Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance
Duke University 1982 — 1986
Bachelor of Arts (BA), Economics
Reicon Capital, LLC March 2000 - Present
BancBoston Robertson Stephens May 1998 - February 2000
Lehman Brothers May 1996 - May 1998
Merrill Lynch Investment Banking May 1993 - May 1996
US Navy August 1989 - August 1991
Unites States Navy June 1986 - August 1989
Education
Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance
Duke University 1982 — 1986
Bachelor of Arts (BA), Economics
Daniel Cleary's Lehman Brothers Experience November 2005 - September 2008
Job Senior Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley August 2013 - Present
Nomura August 2009 - August 2013
Barclays Capital September 2008 - August 2009
Lehman Brothers November 2005 - September 2008
Skills
CDO, Structured Finance, Product Control, Structured Products, Credit Derivatives, Fixed Income, Equity Derivatives, Trading, Investment Banking, Corporate Finance, Credit, Financial Modeling, Operational Risk, Quantitative Analytics, Interest Rate..., Market Risk, Hedge Funds, Derivatives, Credit Risk, Equity Trading, FX Options, Capital Markets, Swaps
Education
Durham University 2002 — 2005
BA, Economics
Morgan Stanley August 2013 - Present
Nomura August 2009 - August 2013
Barclays Capital September 2008 - August 2009
Lehman Brothers November 2005 - September 2008
Skills
CDO, Structured Finance, Product Control, Structured Products, Credit Derivatives, Fixed Income, Equity Derivatives, Trading, Investment Banking, Corporate Finance, Credit, Financial Modeling, Operational Risk, Quantitative Analytics, Interest Rate..., Market Risk, Hedge Funds, Derivatives, Credit Risk, Equity Trading, FX Options, Capital Markets, Swaps
Education
Durham University 2002 — 2005
BA, Economics
Elizabeth Katz's Lehman Brothers Experience August 1997 - October 1999
Job Financial Planning & Analysis at IAC
Industry Internet
Experience
IAC August 2013 - Present
Wenner Media May 2011 - July 2013
Time Inc. February 2006 - May 2010
Time Inc. November 2004 - February 2006
Time Inc. December 2003 - November 2004
Heidrick & Struggles January 2001 - June 2001
Pipe9 January 2000 - October 2000
Lehman Brothers August 1997 - October 1999
Skills
Strategy, Financial Modeling, Digital Marketing, Digital Strategy, Marketing Strategy, Marketing, Digital Media, Analytics, Start-ups
Education
Stanford University Graduate School of Business
Duke University
BS, Mathematics
IAC August 2013 - Present
Wenner Media May 2011 - July 2013
Time Inc. February 2006 - May 2010
Time Inc. November 2004 - February 2006
Time Inc. December 2003 - November 2004
Heidrick & Struggles January 2001 - June 2001
Pipe9 January 2000 - October 2000
Lehman Brothers August 1997 - October 1999
Skills
Strategy, Financial Modeling, Digital Marketing, Digital Strategy, Marketing Strategy, Marketing, Digital Media, Analytics, Start-ups
Education
Stanford University Graduate School of Business
Duke University
BS, Mathematics
Nancy Myers's Lehman Brothers Experience 2000 - 2003
Job Strategic Regulatory and Health Policy Consultant; President Catalyst Healthcare Consulting
Industry Pharmaceuticals
Experience
Catalyst Healthcare Consulting, Inc. 2005 - Present
Pharmaceutical Research and Manufacturers of America 2005 - 2005
Food and Drug Administration 2004 - 2005
US Food and Drug Administration 2003 - 2004
Lehman Brothers 2000 - 2003
Biotechnology Industry Organization 1998 - 2000
Biotechnology Industry Organization 1998 - 2000
Blue Cross Blue Shield Association 1994 - 1997
Blue Cross Blue Shield of New Jersey 1993 - 1994
Congressman J. Alex McMillan May 1993 - July 1993
Skills
Lifesciences, Pharmaceutical Industry, Biotechnology, Public Policy, Regulatory Affairs, Policy Analysis, FDA, Health Policy, Non-profits, Policy, Nonprofits, Government, Healthcare, Politics, Public Affairs, Strategic Consulting, Networking, Leadership, Biopharmaceuticals, Medical Devices, Legislative Relations, Drug Development, Regulatory Requirements, Regulatory Submissions, Fundraising, Clinical Trials, Infectious Diseases, Clinical Development, Oncology, Strategy, Vaccines, Life Sciences
Education
Temple University School of Law 1990 — 1993
Doctor of Law (JD)
Duke University
Catalyst Healthcare Consulting, Inc. 2005 - Present
Pharmaceutical Research and Manufacturers of America 2005 - 2005
Food and Drug Administration 2004 - 2005
US Food and Drug Administration 2003 - 2004
Lehman Brothers 2000 - 2003
Biotechnology Industry Organization 1998 - 2000
Biotechnology Industry Organization 1998 - 2000
Blue Cross Blue Shield Association 1994 - 1997
Blue Cross Blue Shield of New Jersey 1993 - 1994
Congressman J. Alex McMillan May 1993 - July 1993
Skills
Lifesciences, Pharmaceutical Industry, Biotechnology, Public Policy, Regulatory Affairs, Policy Analysis, FDA, Health Policy, Non-profits, Policy, Nonprofits, Government, Healthcare, Politics, Public Affairs, Strategic Consulting, Networking, Leadership, Biopharmaceuticals, Medical Devices, Legislative Relations, Drug Development, Regulatory Requirements, Regulatory Submissions, Fundraising, Clinical Trials, Infectious Diseases, Clinical Development, Oncology, Strategy, Vaccines, Life Sciences
Education
Temple University School of Law 1990 — 1993
Doctor of Law (JD)
Duke University
Russell Bell's Lehman Brothers Experience February 1994 - April 2004
Job ECM Solution Consultant at IBM
Industry Computer Software
Experience
IBM October 2014 - Present
IBM February 2014 - Present
Credit Suisse April 2005 - November 2007
UBS April 2004 - April 2005
Lehman Brothers February 1994 - April 2004
Skills
Fixed Income, Credit, Banking, Derivatives, Risk Management, Portfolio Management, Trading, Bloomberg, Equities, Financial Services, Hedge Funds, Credit Analysis, Financial Analysis, Asset Management, Capital Markets, Finance, Loans, Strategy, Business Analysis, Leadership, Management, Consulting, Sales, Business Development, SaaS
Education
Elmira College 1987 — 1990
Marketing
Suny Cobleskill 1985 — 1987
AAS, Business Administration
IBM October 2014 - Present
IBM February 2014 - Present
Credit Suisse April 2005 - November 2007
UBS April 2004 - April 2005
Lehman Brothers February 1994 - April 2004
Skills
Fixed Income, Credit, Banking, Derivatives, Risk Management, Portfolio Management, Trading, Bloomberg, Equities, Financial Services, Hedge Funds, Credit Analysis, Financial Analysis, Asset Management, Capital Markets, Finance, Loans, Strategy, Business Analysis, Leadership, Management, Consulting, Sales, Business Development, SaaS
Education
Elmira College 1987 — 1990
Marketing
Suny Cobleskill 1985 — 1987
AAS, Business Administration
Melissa Link's Lehman Brothers Experience 2001 - 2006
Job Vice President, Senior Credit Analyst at Aflac
Industry Capital Markets
Experience
Aflac January 2013 - Present
Fitch Ratings November 2007 - December 2012
American Express 2006 - 2007
Lehman Brothers 2001 - 2006
Education
Duke University 1997 — 2001
BS, Economics
Aflac January 2013 - Present
Fitch Ratings November 2007 - December 2012
American Express 2006 - 2007
Lehman Brothers 2001 - 2006
Education
Duke University 1997 — 2001
BS, Economics
Lauren Bopf's Lehman Brothers Experience 2002 - 2008
Job Director, Sales at FXall
Industry Financial Services
Experience
FXall 2008 - Present
Lehman Brothers 2002 - 2008
Merrill Lynch 2000 - 2002
JP Morgan 1995 - 2000
First National Bank of Chicago 1988 - 1992
Education
Duke University - The Fuqua School of Business
MBA, Finance
Hamilton College
AB, Economics
FXall 2008 - Present
Lehman Brothers 2002 - 2008
Merrill Lynch 2000 - 2002
JP Morgan 1995 - 2000
First National Bank of Chicago 1988 - 1992
Education
Duke University - The Fuqua School of Business
MBA, Finance
Hamilton College
AB, Economics
Lakshman Easwaran's Lehman Brothers Experience August 2004 - March 2008
Job Senior Vice President at Neuberger Berman LLC
Industry Capital Markets
Experience
Neuberger Berman March 2008 - Present
Lehman Brothers August 2004 - March 2008
ICICI Prudential AMC Ltd. 1998 - 1999
SBI Funds Management 1994 - 1998
SBI Mutual Fund 1994 - 1998
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, Alternative Investments, Derivatives, Prime Brokerage, Series 7, Portfolio Management, Bloomberg
Education
Duke University - The Fuqua School of Business 1999 — 2004
PhD, Finance
Indian Institute of Management, Calcutta 1992 — 1994
MBA, Finance
Indian Institute of Technology, Bombay 1986 — 1990
BTech, Electrical Engineering
Neuberger Berman March 2008 - Present
Lehman Brothers August 2004 - March 2008
ICICI Prudential AMC Ltd. 1998 - 1999
SBI Funds Management 1994 - 1998
SBI Mutual Fund 1994 - 1998
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, Alternative Investments, Derivatives, Prime Brokerage, Series 7, Portfolio Management, Bloomberg
Education
Duke University - The Fuqua School of Business 1999 — 2004
PhD, Finance
Indian Institute of Management, Calcutta 1992 — 1994
MBA, Finance
Indian Institute of Technology, Bombay 1986 — 1990
BTech, Electrical Engineering
Geoffrey Lanyon's Lehman Brothers Experience 2000 - 2002
Job Senior Analyst at Oracle Capital LLC
Industry Financial Services
Experience
Oracle Capital LLC 2015 - Present
Addingmachine.com 2013 - 2015
Noles Accounting & Tax Services; IRS VITA Program 2011 - 2012
Orsus Advisory Services 2011 - 2011
Fannie Mae 2009 - 2009
Lazard Middle Market LLC 2007 - 2008
Lehman Brothers 2000 - 2002
Federal Reserve Board 1998 - 2000
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
The George Washington University Law School 2002 — 2005
JD
Massachusetts Institute of Technology 1994 — 1998
Bachelor of Science
Oracle Capital LLC 2015 - Present
Addingmachine.com 2013 - 2015
Noles Accounting & Tax Services; IRS VITA Program 2011 - 2012
Orsus Advisory Services 2011 - 2011
Fannie Mae 2009 - 2009
Lazard Middle Market LLC 2007 - 2008
Lehman Brothers 2000 - 2002
Federal Reserve Board 1998 - 2000
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
The George Washington University Law School 2002 — 2005
JD
Massachusetts Institute of Technology 1994 — 1998
Bachelor of Science
Peter Barkey's Lehman Brothers Experience 1996 - 1999
Job Roosevelt Management Company
Industry Financial Services
Experience
Roosevelt Management Company April 2008 - Present
C-BASS LLC 2000 - 2008
GE Capital 1999 - 2000
Lehman Brothers 1996 - 1999
Skills
Credit, Capital Markets, Structured Finance, Fixed Income, Loans, Portfolio Management, Valuation, Asset Managment, Derivatives, Securitization, Financial Structuring, Bloomberg, Bonds, Investment Banking, Trading, Investments, Financial Modeling, Equities, Securities, MBS, Project Finance, Equity Research, Wealth Management
Education
Duquesne University
BA, Finance
Roosevelt Management Company April 2008 - Present
C-BASS LLC 2000 - 2008
GE Capital 1999 - 2000
Lehman Brothers 1996 - 1999
Skills
Credit, Capital Markets, Structured Finance, Fixed Income, Loans, Portfolio Management, Valuation, Asset Managment, Derivatives, Securitization, Financial Structuring, Bloomberg, Bonds, Investment Banking, Trading, Investments, Financial Modeling, Equities, Securities, MBS, Project Finance, Equity Research, Wealth Management
Education
Duquesne University
BA, Finance
Judy Chambers's Lehman Brothers Experience August 1998 - December 2002
Job Managing Director at Pension Consulting Alliance
Industry Financial Services
Experience
Pension Consulting Alliance March 2007 - Present
Lehman Brothers August 1998 - December 2002
Bank of America July 1992 - August 1996
Skills
Financial Modeling, Private Equity, Venture Capital, Capital Markets, Investment Banking, Corporate Governance, Hedge Funds, Fixed Income, Equities, Risk Management, Strategy
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (MBA), Finance and Accounting
Duke University 1988 — 1992
BA, Public Policy and Spanish
Dana Hall 1985 — 1988
Diploma
Pension Consulting Alliance March 2007 - Present
Lehman Brothers August 1998 - December 2002
Bank of America July 1992 - August 1996
Skills
Financial Modeling, Private Equity, Venture Capital, Capital Markets, Investment Banking, Corporate Governance, Hedge Funds, Fixed Income, Equities, Risk Management, Strategy
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration (MBA), Finance and Accounting
Duke University 1988 — 1992
BA, Public Policy and Spanish
Dana Hall 1985 — 1988
Diploma
Ken Linton, PhD, CEng, FRM's Lehman Brothers Experience 2002 - 2008
Job Student Doctor
Industry Capital Markets
Experience
Royal College of Surgeons 2010 - Present
Executive Aviation 2008 - 2010
Lehman Brothers 2002 - 2008
Aurora Loan Services a div of Lehman Brothers 1995 - 2008
Lehman Brothers Bank - Aurora Loan Services 1995 - 2008
Lehman Brothers Bank - Aurora Loan Services 1995 - 2008
Lehman Brothers Bank - Aurora Loan Services 1995 - 2008
Aurora Loan Services 2001 - 2007
Lehman Brothers 1998 - 2001
Lehman Brothers 1995 - 1998
Education
Durham University 1988 — 1992
PhD, Computer Science
University of Edinburgh 1984 — 1988
BSc (Hons), Electronic Engineering
Royal College of Surgeons 2010 - Present
Executive Aviation 2008 - 2010
Lehman Brothers 2002 - 2008
Aurora Loan Services a div of Lehman Brothers 1995 - 2008
Lehman Brothers Bank - Aurora Loan Services 1995 - 2008
Lehman Brothers Bank - Aurora Loan Services 1995 - 2008
Lehman Brothers Bank - Aurora Loan Services 1995 - 2008
Aurora Loan Services 2001 - 2007
Lehman Brothers 1998 - 2001
Lehman Brothers 1995 - 1998
Education
Durham University 1988 — 1992
PhD, Computer Science
University of Edinburgh 1984 — 1988
BSc (Hons), Electronic Engineering
Jeanne Delormier's Lehman Brothers Experience August 2007 - March 2008
Job Compliance Professional
Industry Management Consulting
Experience
ResMac October 2011 - Present
Diligence Solutions, Inc. May 2008 - Present
Florida Quality Council April 2005 - March 2012
Independent QA Analyst May 2009 - March 2010
Lehman Brothers August 2007 - March 2008
Liberty Home Lending August 2006 - August 2007
Central Pacific Mortgage March 2006 - July 2006
Ivanhoe Financial March 2005 - February 2006
JPMorgan Chase December 2002 - March 2005
Citigroup 1999 - 2002
Skills
Mortgage Banking, Credit Risk, CRM, Quality Assurance, Staff Development, Mortgage Lending, Loans, Credit, Underwriting, Risk Management, Loan Origination, Banking, FHA, Credit Analysis, Fraud, Financial Risk, Loan Servicing, Loss Mitigation, Due Diligence, Refinance
Education
University of Phoenix
MBA
Eastern Michigan University
Bachelor of Science B.S., Speech Communication, Education
Wayne State University
Communciations
ResMac October 2011 - Present
Diligence Solutions, Inc. May 2008 - Present
Florida Quality Council April 2005 - March 2012
Independent QA Analyst May 2009 - March 2010
Lehman Brothers August 2007 - March 2008
Liberty Home Lending August 2006 - August 2007
Central Pacific Mortgage March 2006 - July 2006
Ivanhoe Financial March 2005 - February 2006
JPMorgan Chase December 2002 - March 2005
Citigroup 1999 - 2002
Skills
Mortgage Banking, Credit Risk, CRM, Quality Assurance, Staff Development, Mortgage Lending, Loans, Credit, Underwriting, Risk Management, Loan Origination, Banking, FHA, Credit Analysis, Fraud, Financial Risk, Loan Servicing, Loss Mitigation, Due Diligence, Refinance
Education
University of Phoenix
MBA
Eastern Michigan University
Bachelor of Science B.S., Speech Communication, Education
Wayne State University
Communciations
Mike Bollinger's Lehman Brothers Experience February 2003 - July 2008
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Lehman Brothers February 2003 - July 2008
Skills
Alternative Investments, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income
Education
Duke University
Morgan Stanley July 2008 - Present
Lehman Brothers February 2003 - July 2008
Skills
Alternative Investments, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income
Education
Duke University
Susan Orbegozo's Lehman Brothers Experience Vice PresidentBarclays CapitalSeptember 2008 - Present
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Lehman Brothers Vice PresidentBarclays CapitalSeptember 2008 - Present
Lehman Brothers September 2001 - September 2008
Education
Duke University - The Fuqua School of Business 1997 — 1998
MBA
Lehman Brothers Vice PresidentBarclays CapitalSeptember 2008 - Present
Lehman Brothers September 2001 - September 2008
Education
Duke University - The Fuqua School of Business 1997 — 1998
MBA
Lindsay North's Lehman Brothers Experience 1997 - 2008
Job Executive Director at UBS (thru The Situs Companies)
Industry Real Estate
Experience
UBS (thru The Situs Companies) August 2012 - Present
G2 Investment Group, LLC January 2010 - July 2012
Finial Advisory 2009 - 2010
Lehman Brothers 1997 - 2008
The Chase Manhattan Bank 1991 - 1995
CB Richard Ellis 1985 - 1991
Education
Duke University
BA
The London School of Economics and Political Science (LSE)
M.Sc.
UBS (thru The Situs Companies) August 2012 - Present
G2 Investment Group, LLC January 2010 - July 2012
Finial Advisory 2009 - 2010
Lehman Brothers 1997 - 2008
The Chase Manhattan Bank 1991 - 1995
CB Richard Ellis 1985 - 1991
Education
Duke University
BA
The London School of Economics and Political Science (LSE)
M.Sc.
Mario Picone's Lehman Brothers Experience January 2008 - April 2008
Job Designated Market Maker at Barclays
Industry Financial Services
Experience
Barclays November 2009 - Present
Van der Moolen May 2008 - September 2009
Lehman Brothers January 2008 - April 2008
Van der Moolen April 2007 - December 2007
LaBranche & Co. November 1998 - April 2007
Merrill Lynch Specialist November 1997 - November 1998
Skills
Market Making, Equity Trading, Electronic Trading, Series 7, Proprietary Trading, Series 63, Asset Management, Risk Management, Risk, series 55, Trading Systems, Hedge Funds, Financial Risk, FINRA, Equities, Capital Markets, Options, Financial Markets, Trading, Equity Derivatives, Bloomberg, Securities, Derivatives, FX Options, Fixed Income, Bonds, ETFs, Alternative Investments
Education
East Stroudsburg University of Pennsylvania
Barclays November 2009 - Present
Van der Moolen May 2008 - September 2009
Lehman Brothers January 2008 - April 2008
Van der Moolen April 2007 - December 2007
LaBranche & Co. November 1998 - April 2007
Merrill Lynch Specialist November 1997 - November 1998
Skills
Market Making, Equity Trading, Electronic Trading, Series 7, Proprietary Trading, Series 63, Asset Management, Risk Management, Risk, series 55, Trading Systems, Hedge Funds, Financial Risk, FINRA, Equities, Capital Markets, Options, Financial Markets, Trading, Equity Derivatives, Bloomberg, Securities, Derivatives, FX Options, Fixed Income, Bonds, ETFs, Alternative Investments
Education
East Stroudsburg University of Pennsylvania
Mark DeVries's Lehman Brothers Experience April 2004 - September 2008
Job Senior Research Analyst at Barclays Capital
Industry Investment Banking
Experience
Barclays September 2008 - Present
Lehman Brothers April 2004 - September 2008
G.E. Mortgage Insurance 2003 - 2004
JPMorgan Chase 2000 - 2002
Education
Duke University 1996 — 2000
MBA/JD
Duke University - The Fuqua School of Business 1996 — 2000
MBA
University of North Carolina at Chapel Hill 1989 — 1993
BA, Poli Sci/Econ
Barclays September 2008 - Present
Lehman Brothers April 2004 - September 2008
G.E. Mortgage Insurance 2003 - 2004
JPMorgan Chase 2000 - 2002
Education
Duke University 1996 — 2000
MBA/JD
Duke University - The Fuqua School of Business 1996 — 2000
MBA
University of North Carolina at Chapel Hill 1989 — 1993
BA, Poli Sci/Econ
Philippe Hatstadt's Lehman Brothers Experience 1992 - 1996
Job Head Trader For U.S. Delta One Structured Financing
Industry Financial Services
Experience
Credit Suisse April 2011 - Present
Spring Creeks LLC April 2010 - April 2011
Barclays Capital June 2008 - March 2010
Bear Stearns August 2006 - June 2008
Toronto Dominion (London) March 2004 - June 2005
Merrill Lynch June 2003 - March 2004
Bear Stearns March 2000 - May 2002
CIBC 1996 - 2000
Lehman Brothers 1992 - 1996
Lehman Brothers 1990 - 1992
Education
University of San Francisco 1986 — 1988
MBA, Finance
Ecole spéciale des Travaux publics, du Bâtiment et de l'Industrie 1981 — 1984
MSc, Civil Engineering
Credit Suisse April 2011 - Present
Spring Creeks LLC April 2010 - April 2011
Barclays Capital June 2008 - March 2010
Bear Stearns August 2006 - June 2008
Toronto Dominion (London) March 2004 - June 2005
Merrill Lynch June 2003 - March 2004
Bear Stearns March 2000 - May 2002
CIBC 1996 - 2000
Lehman Brothers 1992 - 1996
Lehman Brothers 1990 - 1992
Education
University of San Francisco 1986 — 1988
MBA, Finance
Ecole spéciale des Travaux publics, du Bâtiment et de l'Industrie 1981 — 1984
MSc, Civil Engineering
Kathryn Hechinger's Lehman Brothers Experience July 2006 - September 2008
Job at
Industry Financial Services
Experience
Anchorage Capital Group November 2009 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers July 2006 - September 2008
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Public Policy Analysis
Sidwell Friends School
Anchorage Capital Group November 2009 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers July 2006 - September 2008
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Public Policy Analysis
Sidwell Friends School
Michelle Bundy's Lehman Brothers Experience 1998 - 2001
Job Director at Freddie Mac
Industry Financial Services
Experience
Freddie Mac January 2001 - Present
Lehman Brothers 1998 - 2001
Skills
Risk Management, Mortgage Lending, Business Process..., Business Analysis, Process Improvement, Program Management, Loans, Change Management, Vendor Management, Portfolio Management, Credit, Financial Risk, Mortgage Banking, Project Management
Education
Eastern Nazarene College 1984 — 1986
BA, Business Management
Penn State University 1982 — 1984
Business Administration and Management, General
Freddie Mac January 2001 - Present
Lehman Brothers 1998 - 2001
Skills
Risk Management, Mortgage Lending, Business Process..., Business Analysis, Process Improvement, Program Management, Loans, Change Management, Vendor Management, Portfolio Management, Credit, Financial Risk, Mortgage Banking, Project Management
Education
Eastern Nazarene College 1984 — 1986
BA, Business Management
Penn State University 1982 — 1984
Business Administration and Management, General
Vicky Curriston's Lehman Brothers Experience February 1999 - January 2008
Job Financial Services Professional
Industry Financial Services
Experience
Lehman Brothers February 1999 - January 2008
Skills
Credit Analysis, Capital Markets, Securities, Risk Management, Investments, Relationship Management, Investment Banking, Financial Markets, Credit, Portfolio Management, Management, Banking, Mortgage Banking, Loans, Business Development, Leadership, Team Building, Mortgage Lending, Sales
Education
Eastern Illinois University
BS, Finance
Lehman Brothers February 1999 - January 2008
Skills
Credit Analysis, Capital Markets, Securities, Risk Management, Investments, Relationship Management, Investment Banking, Financial Markets, Credit, Portfolio Management, Management, Banking, Mortgage Banking, Loans, Business Development, Leadership, Team Building, Mortgage Lending, Sales
Education
Eastern Illinois University
BS, Finance
Jason Abbruzzese's Lehman Brothers Experience April 2008 - November 2008
Job Analyst at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management February 2015 - Present
Aurelius Capital Management, LP January 2013 - February 2015
Realm Partners January 2009 - January 2013
Lehman Brothers April 2008 - November 2008
Lehman Brothers July 2006 - March 2008
Skills
Hedge Funds, Event Driven, High Yield, Distressed Debt, Equities, Fixed Income, Special Situations, Arbitrage, Financial Analysis, Valuation, Financial Modeling, Credit Analysis, LBO, Investment Banking, Leveraged Finance, Alternative Investments, Bloomberg, Microsoft Excel
Education
Duke University 2002 — 2006
BS, Economics
Och-Ziff Capital Management February 2015 - Present
Aurelius Capital Management, LP January 2013 - February 2015
Realm Partners January 2009 - January 2013
Lehman Brothers April 2008 - November 2008
Lehman Brothers July 2006 - March 2008
Skills
Hedge Funds, Event Driven, High Yield, Distressed Debt, Equities, Fixed Income, Special Situations, Arbitrage, Financial Analysis, Valuation, Financial Modeling, Credit Analysis, LBO, Investment Banking, Leveraged Finance, Alternative Investments, Bloomberg, Microsoft Excel
Education
Duke University 2002 — 2006
BS, Economics
Michele Marsh's Lehman Brothers Experience November 1999 - October 2004
Job Director of Sales and Marketing at View from the Peak
Industry Financial Services
Experience
View from the Peak July 2013 - Present
Michele Marsh and Family May 2012 - Present
Sansar Capital Management May 2005 - April 2012
Lehman Brothers November 1999 - October 2004
Goldman Sachs 1996 - 1999
Skills
Investor Relations, Equity Research, Hedge Funds, Equities, Bloomberg, Alternative Investments, Capital Markets, Valuation, Investments, Financial Modeling, Private Equity, Asset Management, Investment Banking, Portfolio Management
Education
Duke University 1992 — 1996
BA, International Relations (Comparative Area Studies)
Great Neck South
View from the Peak July 2013 - Present
Michele Marsh and Family May 2012 - Present
Sansar Capital Management May 2005 - April 2012
Lehman Brothers November 1999 - October 2004
Goldman Sachs 1996 - 1999
Skills
Investor Relations, Equity Research, Hedge Funds, Equities, Bloomberg, Alternative Investments, Capital Markets, Valuation, Investments, Financial Modeling, Private Equity, Asset Management, Investment Banking, Portfolio Management
Education
Duke University 1992 — 1996
BA, International Relations (Comparative Area Studies)
Great Neck South
Jacqui (Grassi) Hawwa's Lehman Brothers Experience 2007 - 2008
Job Vice President at GTCR LLC
Industry Venture Capital & Private Equity
Experience
GTCR LLC 2009 - Present
Barclays Investment Bank 2008 - 2009
Lehman Brothers 2007 - 2008
Education
Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA)
Duke University 2003 — 2007
BS, Economics
GTCR LLC 2009 - Present
Barclays Investment Bank 2008 - 2009
Lehman Brothers 2007 - 2008
Education
Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA)
Duke University 2003 — 2007
BS, Economics
Alexander Nikolaides's Lehman Brothers Experience October 2003 - September 2008
Job Vice President Institutional Client Relations, Societe Generale
Industry Financial Services
Experience
Societe Generale July 2013 - Present
Nomura Securities International, Inc. August 2010 - July 2013
Barclays Capital Inc July 2009 - August 2010
Barclays Capital Inc October 2008 - June 2009
Lehman Brothers October 2003 - September 2008
Skills
Fixed Income, Hedge Funds, Derivatives, Capital Markets, Investment Banking, Middle Office, Bloomberg, Equities, Securities, Prime Brokerage, Risk Management, Trading Systems, Equity Derivatives, Portfolio Management, Swaps, Series 7, Structured Products, Credit Derivatives, Bonds, KYC, FX Options, Asset Management, Mutual Funds, CDS, Commodity, Foreign Exchange, Securities Lending, Options, Interest Rate..., Relationship Management, GMRA, Lines Of Credit, Dodd-Frank, Series 63, ISDA, ISDA negotiations
Education
Eckerd College 1998 — 2003
Bachelor of Arts, International Business
TASIS International School of Athens 1985 — 1998
Societe Generale July 2013 - Present
Nomura Securities International, Inc. August 2010 - July 2013
Barclays Capital Inc July 2009 - August 2010
Barclays Capital Inc October 2008 - June 2009
Lehman Brothers October 2003 - September 2008
Skills
Fixed Income, Hedge Funds, Derivatives, Capital Markets, Investment Banking, Middle Office, Bloomberg, Equities, Securities, Prime Brokerage, Risk Management, Trading Systems, Equity Derivatives, Portfolio Management, Swaps, Series 7, Structured Products, Credit Derivatives, Bonds, KYC, FX Options, Asset Management, Mutual Funds, CDS, Commodity, Foreign Exchange, Securities Lending, Options, Interest Rate..., Relationship Management, GMRA, Lines Of Credit, Dodd-Frank, Series 63, ISDA, ISDA negotiations
Education
Eckerd College 1998 — 2003
Bachelor of Arts, International Business
TASIS International School of Athens 1985 — 1998
Liz (Faller) Eysymontt's Lehman Brothers Experience January 2005 - October 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2009 - Present
Bank of Tokyo-Mitsubishi December 2008 - August 2009
Lehman Brothers January 2005 - October 2008
BearingPoint September 1999 - January 2005
Skills
Process Improvement, SAS, Project Management, Teamwork, SDLC, Project Planning, Requirements Analysis, Testing, Business Process, Professional Mentoring, Management, User Acceptance Testing, Integration, Leadership
Education
Duke University 1994 — 1998
Bachelor of Arts, Comparative Area Studies, French
Barclays Capital September 2009 - Present
Bank of Tokyo-Mitsubishi December 2008 - August 2009
Lehman Brothers January 2005 - October 2008
BearingPoint September 1999 - January 2005
Skills
Process Improvement, SAS, Project Management, Teamwork, SDLC, Project Planning, Requirements Analysis, Testing, Business Process, Professional Mentoring, Management, User Acceptance Testing, Integration, Leadership
Education
Duke University 1994 — 1998
Bachelor of Arts, Comparative Area Studies, French
Diana Porod's Lehman Brothers Experience 1999 - 2008
Job Vice President, Event & Roadshow Marketing, Barclays
Industry Events Services
Experience
Barclays 2008 - Present
Lehman Brothers 1999 - 2008
Skills
Marketing Strategy, Event Management, Leadership, Financial Services, Marketing, Strategic Planning, Business Development, Corporate Events, Sales, CRM, Marketing Communications, Direct Marketing, Event Planning
Education
Roosevelt University 1998 — 2000
Masters, Hospitality Management
Elmhurst College
BS, Marketing
Barclays 2008 - Present
Lehman Brothers 1999 - 2008
Skills
Marketing Strategy, Event Management, Leadership, Financial Services, Marketing, Strategic Planning, Business Development, Corporate Events, Sales, CRM, Marketing Communications, Direct Marketing, Event Planning
Education
Roosevelt University 1998 — 2000
Masters, Hospitality Management
Elmhurst College
BS, Marketing
Reza Khodabin's Lehman Brothers Experience June 2008 - August 2008
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2010 - Present
Goldman Sachs October 2009 - January 2010
Calyon September 2008 - February 2009
Lehman Brothers June 2008 - August 2008
Valeo Engine Cooling June 2007 - August 2007
Education
University of California, Berkeley, Haas School of Business 2009 — 2010
Master, Financial Engineering
Université Paris Sud (Paris XI) 2007 — 2009
DEA, Mathematics
Ecole centrale de Paris 2006 — 2009
Master of Science, Applied Mathematics
Université Paris Dauphine 2007 — 2008
Bachelor, Applied Economics
Lycee Louis-le-Grand 2004 — 2006
MPSI/MP*
Goldman Sachs May 2010 - Present
Goldman Sachs October 2009 - January 2010
Calyon September 2008 - February 2009
Lehman Brothers June 2008 - August 2008
Valeo Engine Cooling June 2007 - August 2007
Education
University of California, Berkeley, Haas School of Business 2009 — 2010
Master, Financial Engineering
Université Paris Sud (Paris XI) 2007 — 2009
DEA, Mathematics
Ecole centrale de Paris 2006 — 2009
Master of Science, Applied Mathematics
Université Paris Dauphine 2007 — 2008
Bachelor, Applied Economics
Lycee Louis-le-Grand 2004 — 2006
MPSI/MP*
Christie Lange's Lehman Brothers Experience July 2006 - October 2008
Job Investment Banking Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2013 - Present
Lehman Brothers Holdings Inc. March 2009 - June 2011
Lehman Brothers July 2006 - October 2008
Skills
Capital Markets, Fixed Income, Financial Modeling, Valuation, Investment Banking, Derivatives, Equities, Corporate Finance, Financial Analysis, Due Diligence
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
Penn State University 2002 — 2006
Bachelor of Science, Finance
Piper Jaffray July 2013 - Present
Lehman Brothers Holdings Inc. March 2009 - June 2011
Lehman Brothers July 2006 - October 2008
Skills
Capital Markets, Fixed Income, Financial Modeling, Valuation, Investment Banking, Derivatives, Equities, Corporate Finance, Financial Analysis, Due Diligence
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
Penn State University 2002 — 2006
Bachelor of Science, Finance
Cynthia Starowicz Borcherding's Lehman Brothers Experience 2006 - 2008
Job Executive Director at Taylor Woods Capital LLC
Industry Capital Markets
Experience
Taylor Woods Capital LLC 2012 - Present
Morgan Stanley 2009 - 2012
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - 2008
Fairfax Financial Group 1997 - 2000
Fairfax Financial Group 1995 - 1997
Prudential Reinsurance 1990 - 1995
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA, Finance
Virginia Tech 1985 — 1989
BS, Finance
Taylor Woods Capital LLC 2012 - Present
Morgan Stanley 2009 - 2012
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - 2008
Fairfax Financial Group 1997 - 2000
Fairfax Financial Group 1995 - 1997
Prudential Reinsurance 1990 - 1995
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA, Finance
Virginia Tech 1985 — 1989
BS, Finance
Craig Sweeney's Lehman Brothers Experience 2000 - 2003
Job Investment Banking
Industry Financial Services
Experience
JP Morgan Chase January 2010 - Present
RBC Capital Markets 2004 - 2008
Lehman Brothers 2000 - 2003
CSFB January 2000 - December 2000
Lehman Brothers 1996 - 2000
National Westminster Bank 1984 - 1996
Skills
Financial Modeling, Investment Banking, Capital Markets, Valuation, Corporate Finance, Internal Audit, Financial Advisory, M&A analysis, Financial Accounting, Private Equity, Equities, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investments, Fixed Income, Hedge Funds, Risk Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
University of Durham 1980 — 1984
BA
JP Morgan Chase January 2010 - Present
RBC Capital Markets 2004 - 2008
Lehman Brothers 2000 - 2003
CSFB January 2000 - December 2000
Lehman Brothers 1996 - 2000
National Westminster Bank 1984 - 1996
Skills
Financial Modeling, Investment Banking, Capital Markets, Valuation, Corporate Finance, Internal Audit, Financial Advisory, M&A analysis, Financial Accounting, Private Equity, Equities, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investments, Fixed Income, Hedge Funds, Risk Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
University of Durham 1980 — 1984
BA
Crystal Riley's Lehman Brothers Experience May 2008 - August 2008
Job MBA Candidate at The Fuqua School of Business, Duke University
Industry Sports
Experience
Premier League Basketball May 2015 - Present
Management Leadership for Tomorrow May 2012 - June 2014
Barclays Capital July 2009 - April 2012
Lehman Brothers May 2008 - August 2008
Skills
Financial Modeling, Investments, Financial Analysis, Corporate Finance, Investment Banking, Bloomberg, Equities
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing Strategy
Georgetown University 2005 — 2009
BS, Finance, International Business
University of International Business and Economics 2007 — 2008
Business, Mandarin
Premier League Basketball May 2015 - Present
Management Leadership for Tomorrow May 2012 - June 2014
Barclays Capital July 2009 - April 2012
Lehman Brothers May 2008 - August 2008
Skills
Financial Modeling, Investments, Financial Analysis, Corporate Finance, Investment Banking, Bloomberg, Equities
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing Strategy
Georgetown University 2005 — 2009
BS, Finance, International Business
University of International Business and Economics 2007 — 2008
Business, Mandarin
Omar Aguilar's Lehman Brothers Experience February 2002 - May 2004
Job Chief Investment Officer (CIO) at Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management May 2011 - Present
Financial Engines May 2009 - May 2011
ING June 2004 - February 2009
Lehman Brothers February 2002 - May 2004
Merrill Lynch Investment Managers September 1999 - February 2002
Bankers Trust August 1996 - June 1999
Skills
Portfolio Optimization, Asset Allocation, Portfolio Management, Quantitative Research, Bayesian statistics
Education
Duke University 1994 — 1998
PhD, Statistics and Decision Sciences
Duke University 1994 — 1996
MS, Statistics and Decision Sciences
Instituto Tecnológico Autónomo de México 1988 — 1992
BS, Actuarial Sciences
Charles Schwab Investment Management May 2011 - Present
Financial Engines May 2009 - May 2011
ING June 2004 - February 2009
Lehman Brothers February 2002 - May 2004
Merrill Lynch Investment Managers September 1999 - February 2002
Bankers Trust August 1996 - June 1999
Skills
Portfolio Optimization, Asset Allocation, Portfolio Management, Quantitative Research, Bayesian statistics
Education
Duke University 1994 — 1998
PhD, Statistics and Decision Sciences
Duke University 1994 — 1996
MS, Statistics and Decision Sciences
Instituto Tecnológico Autónomo de México 1988 — 1992
BS, Actuarial Sciences
Maureen B. Kerr's Lehman Brothers Experience February 2006 - September 2008
Job Senior Managing DirectorHead of Insurance Solutions
Industry Investment Banking
Experience
FocusPoint Private Capital Group (Formerly Forbes Private Capital) January 2015 - Present
Barclays Capital February 2008 - May 2013
Lehman Brothers February 2006 - September 2008
Goldman Sachs February 1991 - February 2006
UBS Securities February 1990 - February 1991
Merrill Lynch & Co. August 1986 - February 1990
Shearson Lehman Brothers Inc. May 1985 - August 1985
PNC August 1980 - August 1984
Skills
Capital Markets, Investment Banking, Hedge Funds, Derivatives, Structured Products, Fixed Income, Emerging Markets, Corporate Finance, Financial Structuring, Finance
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Graduated with Distinction
Duke University 1976 — 1980
BA, Economics, Magna cum laude
FocusPoint Private Capital Group (Formerly Forbes Private Capital) January 2015 - Present
Barclays Capital February 2008 - May 2013
Lehman Brothers February 2006 - September 2008
Goldman Sachs February 1991 - February 2006
UBS Securities February 1990 - February 1991
Merrill Lynch & Co. August 1986 - February 1990
Shearson Lehman Brothers Inc. May 1985 - August 1985
PNC August 1980 - August 1984
Skills
Capital Markets, Investment Banking, Hedge Funds, Derivatives, Structured Products, Fixed Income, Emerging Markets, Corporate Finance, Financial Structuring, Finance
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Graduated with Distinction
Duke University 1976 — 1980
BA, Economics, Magna cum laude
Matthew Casner's Lehman Brothers Experience 2002 - 2008
Job Managing Director at Barclays
Industry Investment Banking
Experience
Barclays 2008 - Present
Lehman Brothers 2002 - 2008
Trammell Crow Company 1996 - 2000
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
The Johns Hopkins University 1991 — 1995
BA, Economics
Barclays 2008 - Present
Lehman Brothers 2002 - 2008
Trammell Crow Company 1996 - 2000
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
The Johns Hopkins University 1991 — 1995
BA, Economics
Levi Craig's Lehman Brothers Experience June 2006 - July 2007
Job Commodities Sales & Trading
Industry Capital Markets
Experience
RBC Capital Markets 2007 - Present
Lehman Brothers June 2006 - July 2007
Education
Duke University 2001 — 2006
RBC Capital Markets 2007 - Present
Lehman Brothers June 2006 - July 2007
Education
Duke University 2001 — 2006
yang chen's Lehman Brothers Experience May 2005 - June 2007
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock December 2012 - Present
BlackRock January 2010 - November 2012
Barclays Global Investors (BGI) May 2007 - December 2009
Lehman Brothers May 2005 - June 2007
AIG February 2000 - May 2005
Prudential Securities July 1997 - February 2000
Skills
Fixed Income, Portfolio Management, Quantitative Analytics, Risk Management, Financial Risk, Bonds, Hedging, Derivatives, Capital Markets, Asset Managment, Alternative Investments, Financial Modeling, Valuation, Quantitative Finance, Portfolio Optimization, Market Risk
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance
Duke University 1993 — 1997
Ph.D, Statistics
BlackRock December 2012 - Present
BlackRock January 2010 - November 2012
Barclays Global Investors (BGI) May 2007 - December 2009
Lehman Brothers May 2005 - June 2007
AIG February 2000 - May 2005
Prudential Securities July 1997 - February 2000
Skills
Fixed Income, Portfolio Management, Quantitative Analytics, Risk Management, Financial Risk, Bonds, Hedging, Derivatives, Capital Markets, Asset Managment, Alternative Investments, Financial Modeling, Valuation, Quantitative Finance, Portfolio Optimization, Market Risk
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance
Duke University 1993 — 1997
Ph.D, Statistics
Jim (今 朝) Wang (王)'s Lehman Brothers Experience 1997 - 2000
Job Adjunct Professor at Stevens Institute of Technology
Industry Capital Markets
Experience
Foochee Trading LLC April 2006 - Present
Stevens Institute of Technology January 2005 - Present
Kellogg Group 2004 - 2007
Societe Generale 2002 - 2004
Spear Leeds & Kellogg January 2000 - January 2002
Lehman Brothers 1997 - 2000
Skills
Market Making, Statistical Arbitrage, Trading Systems, Low Latency, Derivatives, Trading, Equities, Quantitative Finance, Financial Markets, Fixed Income, Options, Financial Engineering, Electronic Trading, VBA, Capital Markets, Hedge Funds, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance
Rutgers University-New Brunswick 1986 — 1990
Ph.D., Biomedical Engineering
East China Normal University 1980 — 1985
BS, Physics
Foochee Trading LLC April 2006 - Present
Stevens Institute of Technology January 2005 - Present
Kellogg Group 2004 - 2007
Societe Generale 2002 - 2004
Spear Leeds & Kellogg January 2000 - January 2002
Lehman Brothers 1997 - 2000
Skills
Market Making, Statistical Arbitrage, Trading Systems, Low Latency, Derivatives, Trading, Equities, Quantitative Finance, Financial Markets, Fixed Income, Options, Financial Engineering, Electronic Trading, VBA, Capital Markets, Hedge Funds, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance
Rutgers University-New Brunswick 1986 — 1990
Ph.D., Biomedical Engineering
East China Normal University 1980 — 1985
BS, Physics
Jessica Ogbonnaya's Lehman Brothers Experience August 2006 - June 2008
Job Vice President, Citi Global Energy Group Investment Banking
Industry Financial Services
Experience
Citi Global Energy Group - Investment Banking July 2010 - Present
Lehman Brothers August 2006 - June 2008
Education
University of Chicago 2008 — 2010
Master of Business Administration (MBA)
Duke University 2002 — 2006
Bachelor of Science (BS) / Bachelor of Arts (BA), Economics / Spanish
Citi Global Energy Group - Investment Banking July 2010 - Present
Lehman Brothers August 2006 - June 2008
Education
University of Chicago 2008 — 2010
Master of Business Administration (MBA)
Duke University 2002 — 2006
Bachelor of Science (BS) / Bachelor of Arts (BA), Economics / Spanish
Jon Kaye's Lehman Brothers Experience January 2002 - October 2008
Job Regional Sales Manager at Wells Fargo SBA
Industry Financial Services
Experience
Wells Fargo SBA June 2014 - Present
Wells Fargo SBA March 2012 - May 2014
Fifth Third Bank October 2008 - March 2012
Lehman Brothers January 2002 - October 2008
Skills
Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Underwriting, Cash Management, Credit Risk, Banking, Financial Analysis, Lines Of Credit, Middle Market, Commercial Mortgages, Treasury Management, Loan Structuring, Loan Origination, Letters Of Credit, Construction Loans, Corporate Finance, New Business Development, Commercial Lending, Real Estate Economics, Financial Structuring, Valuation, SBA, Refinance, Mortgage Lending, Asset Based Lending, Finance, Consumer Lending, Real Estate Financing, Portfolio Management, Cash Flow Lending, Letters of Credit, Funding
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Finance
Embry-Riddle Aeronautical University 1981 — 1982
Aeronautics/Business
Wells Fargo SBA June 2014 - Present
Wells Fargo SBA March 2012 - May 2014
Fifth Third Bank October 2008 - March 2012
Lehman Brothers January 2002 - October 2008
Skills
Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Underwriting, Cash Management, Credit Risk, Banking, Financial Analysis, Lines Of Credit, Middle Market, Commercial Mortgages, Treasury Management, Loan Structuring, Loan Origination, Letters Of Credit, Construction Loans, Corporate Finance, New Business Development, Commercial Lending, Real Estate Economics, Financial Structuring, Valuation, SBA, Refinance, Mortgage Lending, Asset Based Lending, Finance, Consumer Lending, Real Estate Financing, Portfolio Management, Cash Flow Lending, Letters of Credit, Funding
Education
University of Georgia - Terry College of Business 1982 — 1985
BBA, Finance
Embry-Riddle Aeronautical University 1981 — 1982
Aeronautics/Business
Frank McMahon's Lehman Brothers Experience 1999 - 2006
Job Executive Chairman of DataQuick Information Solutions
Industry Information Technology and Services
Experience
DataQuick September 2012 - Present
Decision Insight Information Group February 2012 - Present
Texas Pacific Group April 2010 - September 2012
Century Capital Management March 2010 - September 2012
First American Title March 2006 - December 2009
First Advantage 2006 - 2009
Lehman Brothers 1999 - 2006
Merrill Lynch 1987 - 1999
Skills
Mergers, Financial Modeling, Private Equity, Due Diligence, Investment Banking, Valuation, Financial Analysis, Corporate Finance, Corporate Development, Business Strategy, Financial Services, Investments, Strategic Planning, Risk Management, Business Development
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Villanova University 1978 — 1982
bs, economics
DataQuick September 2012 - Present
Decision Insight Information Group February 2012 - Present
Texas Pacific Group April 2010 - September 2012
Century Capital Management March 2010 - September 2012
First American Title March 2006 - December 2009
First Advantage 2006 - 2009
Lehman Brothers 1999 - 2006
Merrill Lynch 1987 - 1999
Skills
Mergers, Financial Modeling, Private Equity, Due Diligence, Investment Banking, Valuation, Financial Analysis, Corporate Finance, Corporate Development, Business Strategy, Financial Services, Investments, Strategic Planning, Risk Management, Business Development
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Villanova University 1978 — 1982
bs, economics
Colin Nangle's Lehman Brothers Experience 2008 - 2008
Job MBA Candidate at Duke University The Fuqua School of Business
Industry Management Consulting
Experience
NextEra Energy Resources June 2015 - August 2015
Mercer October 2013 - June 2014
Mercer January 2012 - September 2013
SRA International July 2010 - December 2011
Lehman Brothers 2008 - 2008
Skills
Analytics, Labor Market Analysis, Human Capital, SAS, ArcGIS, Tableau, Analysis, Workforce Planning, Consulting, Management Consulting
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2006 — 2010
B.A., International Economics and Politics • Magna Cum Laude
C.V. Starr - Middlebury College School in France 2009 — 2009
Université de Paris III Sorbonne-Nouvelle
Staples High School 2002 — 2006
NextEra Energy Resources June 2015 - August 2015
Mercer October 2013 - June 2014
Mercer January 2012 - September 2013
SRA International July 2010 - December 2011
Lehman Brothers 2008 - 2008
Skills
Analytics, Labor Market Analysis, Human Capital, SAS, ArcGIS, Tableau, Analysis, Workforce Planning, Consulting, Management Consulting
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2006 — 2010
B.A., International Economics and Politics • Magna Cum Laude
C.V. Starr - Middlebury College School in France 2009 — 2009
Université de Paris III Sorbonne-Nouvelle
Staples High School 2002 — 2006
Omaira Brightman's Lehman Brothers Experience July 2006 - July 2008
Job Recruiter at Amity Search Partners
Industry Venture Capital & Private Equity
Experience
Amity Search Partners LLC September 2012 - Present
Thomas H. Lee Partners July 2010 - July 2012
Kohlberg & Company August 2008 - July 2010
Lehman Brothers July 2006 - July 2008
UBS Investment Bank June 2005 - August 2005
Skills
Private Equity, Investment Banking, M&A Modeling, Recruiting, Financial Modeling
Education
Duke University 2002 — 2006
Bachelor of Science in Engineering, Biomedical and Mechanical Engineering; Markets and Management
Amity Search Partners LLC September 2012 - Present
Thomas H. Lee Partners July 2010 - July 2012
Kohlberg & Company August 2008 - July 2010
Lehman Brothers July 2006 - July 2008
UBS Investment Bank June 2005 - August 2005
Skills
Private Equity, Investment Banking, M&A Modeling, Recruiting, Financial Modeling
Education
Duke University 2002 — 2006
Bachelor of Science in Engineering, Biomedical and Mechanical Engineering; Markets and Management
Jim Strickler's Lehman Brothers Experience May 1992 - September 1994
Job Managing Partner at Saddlestone
Industry Investment Management
Experience
Saddlestone August 2011 - Present
Hanover Capital January 1995 - August 2011
Lehman Brothers May 1992 - September 1994
Chemical Bank February 1988 - May 1992
Morgan Stanley December 1984 - November 1987
Citibank July 1983 - December 1984
Skills
Fixed Income, Investments, Portfolio Management, Real Estate Investment, MBS, Land Conservation, Structured Finance, Asset Managment, Residential Mortgages, Securitization, Management Consulting, Structured Products, Financial Modeling, Equities, Alternative Investments, Asset Management, Financial Structuring, Derivatives, Capital Markets
Education
University of Chicago Graduate School of Business 1981 — 1983
MBA, Finance
Duke University 1975 — 1979
BA, Anthropology & Psychology
Saddlestone August 2011 - Present
Hanover Capital January 1995 - August 2011
Lehman Brothers May 1992 - September 1994
Chemical Bank February 1988 - May 1992
Morgan Stanley December 1984 - November 1987
Citibank July 1983 - December 1984
Skills
Fixed Income, Investments, Portfolio Management, Real Estate Investment, MBS, Land Conservation, Structured Finance, Asset Managment, Residential Mortgages, Securitization, Management Consulting, Structured Products, Financial Modeling, Equities, Alternative Investments, Asset Management, Financial Structuring, Derivatives, Capital Markets
Education
University of Chicago Graduate School of Business 1981 — 1983
MBA, Finance
Duke University 1975 — 1979
BA, Anthropology & Psychology
Scott Noble's Lehman Brothers Experience September 2007 - January 2009
Job Equity Trader at AMR Capital Trading
Industry Financial Services
Experience
AMR Capital Trading January 2012 - Present
MKM Partners March 2011 - November 2011
Nomura Securities International January 2009 - August 2010
Lehman Brothers September 2007 - January 2009
Lehman Brothers January 2006 - September 2007
Skills
Equities, Derivatives, Options, Capital Markets, Bloomberg, Series 7, Trading, Valuation, Portfolio Management, Equity Derivatives, Financial Markets, Electronic Trading, Equity Trading, Hedge Funds, Investments
Education
Duke University 1998 — 2002
BA, Economics
Christian Brothers High School 1994 — 1998
AMR Capital Trading January 2012 - Present
MKM Partners March 2011 - November 2011
Nomura Securities International January 2009 - August 2010
Lehman Brothers September 2007 - January 2009
Lehman Brothers January 2006 - September 2007
Skills
Equities, Derivatives, Options, Capital Markets, Bloomberg, Series 7, Trading, Valuation, Portfolio Management, Equity Derivatives, Financial Markets, Electronic Trading, Equity Trading, Hedge Funds, Investments
Education
Duke University 1998 — 2002
BA, Economics
Christian Brothers High School 1994 — 1998
Jonathan Blob's Lehman Brothers Experience June 2005 - March 2007
Job Chief Financial Officer, CoDirector of Operations at Pharmaceutical Solutions
Industry Pharmaceuticals
Experience
Pharmaceutical Solutions April 2011 - Present
Diamondback Capital September 2007 - August 2010
Lehman Brothers June 2005 - March 2007
Legg Mason July 2002 - June 2005
Education
Duke University 1998 — 2002
Bachelor of Science (BS), Economics
Pharmaceutical Solutions April 2011 - Present
Diamondback Capital September 2007 - August 2010
Lehman Brothers June 2005 - March 2007
Legg Mason July 2002 - June 2005
Education
Duke University 1998 — 2002
Bachelor of Science (BS), Economics
Andrew Martin's Lehman Brothers Experience June 2000 - December 2002
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. January 2009 - Present
Wachovia, A Wells Fargo Company January 2003 - January 2009
Lehman Brothers June 2000 - December 2002
Merrill Lynch July 1995 - June 1998
Education
Duke Fuqua School of Business 1998 — 2000
MBA, Finance
Wake Forest University 1991 — 1995
BS, Finance, Politics
Robert W. Baird & Co. January 2009 - Present
Wachovia, A Wells Fargo Company January 2003 - January 2009
Lehman Brothers June 2000 - December 2002
Merrill Lynch July 1995 - June 1998
Education
Duke Fuqua School of Business 1998 — 2000
MBA, Finance
Wake Forest University 1991 — 1995
BS, Finance, Politics
diane montague's Lehman Brothers Experience 2003 - 2006
Job Managing Partner at Montague Trinity Ventures
Industry Investment Management
Experience
Montague Trinity Ventures, LLP 2010 - Present
Train Babacock Advisors January 2007 - October 2010
Lehman Brothers 2003 - 2006
Lipper & Co 2000 - 2002
Fiduciary Trust Co, International 1996 - 2000
J.P. Morgan 1983 - 1996
Education
New York Law School 1979 — 1983
J.D., Law
Elmira College 1971 — 1975
B.A., History
Montague Trinity Ventures, LLP 2010 - Present
Train Babacock Advisors January 2007 - October 2010
Lehman Brothers 2003 - 2006
Lipper & Co 2000 - 2002
Fiduciary Trust Co, International 1996 - 2000
J.P. Morgan 1983 - 1996
Education
New York Law School 1979 — 1983
J.D., Law
Elmira College 1971 — 1975
B.A., History
Richard Petersen's Lehman Brothers Experience June 2008 - August 2008
Job Sr Reporting Analyst at AIG Private Client Group
Industry
Experience
AIG Private Client Group July 2015 - Present
AIG Corporate February 2015 - July 2015
AIG Private Client Group 2013 - 2015
AIG Private Client Group 2010 - 2012
Lehman Brothers June 2008 - August 2008
Skills
Risk Management, Financial Modeling, Analysis
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Specializations in Finance and Strategy
East Stroudsburg University of Pennsylvania 2005 — 2009
Bachelor of Arts (BA), Economics
East Stroudsburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Chatham High
AIG Private Client Group July 2015 - Present
AIG Corporate February 2015 - July 2015
AIG Private Client Group 2013 - 2015
AIG Private Client Group 2010 - 2012
Lehman Brothers June 2008 - August 2008
Skills
Risk Management, Financial Modeling, Analysis
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Specializations in Finance and Strategy
East Stroudsburg University of Pennsylvania 2005 — 2009
Bachelor of Arts (BA), Economics
East Stroudsburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Chatham High
Timothy Westinhouse's Lehman Brothers Experience 1998 - 2000
Job Director at Zommo
Industry Management Consulting
Experience
Zommo 2002 - Present
A Players Executive Search Group 2000 - 2002
Lehman Brothers 1998 - 2000
A Players Executive Search Group 1995 - 1998
Education
Duke University
Zommo 2002 - Present
A Players Executive Search Group 2000 - 2002
Lehman Brothers 1998 - 2000
A Players Executive Search Group 1995 - 1998
Education
Duke University
Tony Rajsky's Lehman Brothers Experience June 1994 - September 2008
Job Security Specialist at Alverno Clinical Lab
Industry Hospital & Health Care
Experience
Alverno Clinical Laboratories May 2015 - Present
Franciscan Alliance, Inc. March 2009 - March 2015
Lehman Brothers June 1994 - September 2008
SmithBucklin March 1993 - June 1994
Logic Plus April 1990 - July 1993
HBO - Medical Systems Support Inc. October 1986 - March 1990
Four Phase Systems - Motorola January 1979 - August 1986
Skills
Computer Hardware..., IT Management, Applications Support, Disaster Recovery, Data Center, VMware, System Administration, Vendor Management, IT Strategy, Active Directory, Citrix, Customer Service, ITIL, Security
Education
Elgin Community College 1977 — 1979
Alverno Clinical Laboratories May 2015 - Present
Franciscan Alliance, Inc. March 2009 - March 2015
Lehman Brothers June 1994 - September 2008
SmithBucklin March 1993 - June 1994
Logic Plus April 1990 - July 1993
HBO - Medical Systems Support Inc. October 1986 - March 1990
Four Phase Systems - Motorola January 1979 - August 1986
Skills
Computer Hardware..., IT Management, Applications Support, Disaster Recovery, Data Center, VMware, System Administration, Vendor Management, IT Strategy, Active Directory, Citrix, Customer Service, ITIL, Security
Education
Elgin Community College 1977 — 1979
Curt Morley's Lehman Brothers Experience May 1991 - September 2008
Job Managing Director at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank September 2008 - Present
Lehman Brothers May 1991 - September 2008
Fidelity Management & Research Company July 1985 - July 1988
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, Derivatives, Hedge Funds, Trading, Credit, Valuation, Financial Markets, Bloomberg, Trading Systems
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
St. Lawrence University 1981 — 1985
Bachelor of Arts (B.A.), Economics, Cum Laude
Barclays Investment Bank September 2008 - Present
Lehman Brothers May 1991 - September 2008
Fidelity Management & Research Company July 1985 - July 1988
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, Derivatives, Hedge Funds, Trading, Credit, Valuation, Financial Markets, Bloomberg, Trading Systems
Education
Duke University - The Fuqua School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
St. Lawrence University 1981 — 1985
Bachelor of Arts (B.A.), Economics, Cum Laude
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS