Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Jeffrey Chernick Jeffrey Chernick's Lehman Brothers Experience July 2004 - April 2008
Job CEO & CoFounder at RideAmigos Corp.
Industry Internet
Experience
Rally Bus November 2014 - Present
Vyng, Inc. May 2014 - Present
RideAmigos Corp. June 2006 - Present
Lehman Brothers July 2004 - April 2008
Skills
Social Media, Management, Entrepreneurship, Strategy, Strategic Planning, Marketing, Social Media Marketing, Leadership, Marketing Strategy, Strategic Partnerships, Online Advertising, Start-ups, Investments, Program Management, Fixed Income, Event Planning, E-commerce, Venture Capital, Business Strategy, Project Management, Financial Modeling, GIS
Education
Emory University - Goizueta Business School 2000 — 2004
Emory University - Goizueta Business School 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Film
Rally Bus November 2014 - Present
Vyng, Inc. May 2014 - Present
RideAmigos Corp. June 2006 - Present
Lehman Brothers July 2004 - April 2008
Skills
Social Media, Management, Entrepreneurship, Strategy, Strategic Planning, Marketing, Social Media Marketing, Leadership, Marketing Strategy, Strategic Partnerships, Online Advertising, Start-ups, Investments, Program Management, Fixed Income, Event Planning, E-commerce, Venture Capital, Business Strategy, Project Management, Financial Modeling, GIS
Education
Emory University - Goizueta Business School 2000 — 2004
Emory University - Goizueta Business School 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Film
David Lott David Lott's Lehman Brothers Experience May 2007 - August 2007
Job Portfolio Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale January 2014 - Present
City National Rochdale May 2012 - January 2014
Barclays Capital July 2008 - June 2010
Lehman Brothers May 2007 - August 2007
Wilson Sonsini Goodrich and Rosati May 2005 - August 2005
Skills
Financial Modeling, Equities, Valuation, Bloomberg, Capital Markets, Economics, Financial Analysis, Fixed Income, Securities, Data Analysis, Prime Brokerage, Middle Office, Portfolio Management, Trading, Series 63, Finance, Investments
Education
Emory University 2004 — 2008
B.A., Financial Economics
CFA Institute
Level III Candidate
Investment Banking Institute
Financial Modeling & Valuation
San Ramon Valley HS 2000 — 2004
City National Rochdale January 2014 - Present
City National Rochdale May 2012 - January 2014
Barclays Capital July 2008 - June 2010
Lehman Brothers May 2007 - August 2007
Wilson Sonsini Goodrich and Rosati May 2005 - August 2005
Skills
Financial Modeling, Equities, Valuation, Bloomberg, Capital Markets, Economics, Financial Analysis, Fixed Income, Securities, Data Analysis, Prime Brokerage, Middle Office, Portfolio Management, Trading, Series 63, Finance, Investments
Education
Emory University 2004 — 2008
B.A., Financial Economics
CFA Institute
Level III Candidate
Investment Banking Institute
Financial Modeling & Valuation
San Ramon Valley HS 2000 — 2004
Anne-Elise Garcia, MAcc, MBA Anne-Elise Garcia, MAcc, MBA's Lehman Brothers Experience 1989 - July 1992
Job Construction Accountant at 3rd Group Properties
Industry Accounting
Experience
3rd Group Properties April 2014 - Present
BBG 1996 - Present
Better Buy Glass, Inc. June 2013 - October 2013
Commercial Construction January 1994 - August 1995
Crase, Inc July 1992 - December 1993
Lehman Brothers 1989 - July 1992
Bluewater Holding Group 1987 - 1989
Skills
Financial Reporting, Accounting, Tax, Tax Preparation, Finance, Cash Flow, Mergers & Acquisitions, Microsoft Office, Budgets, Analysis, Financial Analysis, Cost Accounting, Small Business..., QuickBooks, Account Reconciliation, Financial Accounting
Education
Mercer University - Stetson School of Business and Economics 2011 — 2013
Master's Degree
Emory University 1990 — 1992
Bachelor of Arts (B.A.)
3rd Group Properties April 2014 - Present
BBG 1996 - Present
Better Buy Glass, Inc. June 2013 - October 2013
Commercial Construction January 1994 - August 1995
Crase, Inc July 1992 - December 1993
Lehman Brothers 1989 - July 1992
Bluewater Holding Group 1987 - 1989
Skills
Financial Reporting, Accounting, Tax, Tax Preparation, Finance, Cash Flow, Mergers & Acquisitions, Microsoft Office, Budgets, Analysis, Financial Analysis, Cost Accounting, Small Business..., QuickBooks, Account Reconciliation, Financial Accounting
Education
Mercer University - Stetson School of Business and Economics 2011 — 2013
Master's Degree
Emory University 1990 — 1992
Bachelor of Arts (B.A.)
Jaime Fuertes Jaime Fuertes's Lehman Brothers Experience June 1997 - November 2005
Job Global Head of Portfolio Management & Workplace Strategy at Thomson Reuters
Industry Real Estate
Experience
Thomson Reuters November 2013 - Present
Citi May 2010 - November 2013
Jones Lang LaSalle June 2008 - May 2010
Bear Stearns June 2007 - June 2008
Bank of America 2005 - June 2007
Lehman Brothers June 1997 - November 2005
Chase Manhattan Bank 1990 - 1996
Skills
Corporate Real Estate, Asset Managment, Real Estate Economics, Portfolio Management, Disposition, Due Diligence, Real Estate, Financial Analysis, Brokerage, Real Estate Transactions, Valuation, Financial Modeling, Mergers, Property Management, Strategic Planning, Facilities Management, Contract Negotiation
Education
Fairfield University 1988 — 1990
MS, Financial Management
Fairfield University 1984 — 1988
BS, Finance
Cupeyville School
Thomson Reuters November 2013 - Present
Citi May 2010 - November 2013
Jones Lang LaSalle June 2008 - May 2010
Bear Stearns June 2007 - June 2008
Bank of America 2005 - June 2007
Lehman Brothers June 1997 - November 2005
Chase Manhattan Bank 1990 - 1996
Skills
Corporate Real Estate, Asset Managment, Real Estate Economics, Portfolio Management, Disposition, Due Diligence, Real Estate, Financial Analysis, Brokerage, Real Estate Transactions, Valuation, Financial Modeling, Mergers, Property Management, Strategic Planning, Facilities Management, Contract Negotiation
Education
Fairfield University 1988 — 1990
MS, Financial Management
Fairfield University 1984 — 1988
BS, Finance
Cupeyville School
Edward M. Marhefka Edward M. Marhefka's Lehman Brothers Experience April 1994 - April 1997
Job Managing Director at Markit
Industry Banking
Experience
Markit April 2013 - Present
Edward M Marhefka, LLC July 2012 - Present
Morgan Stanley April 1997 - January 2012
Lehman Brothers April 1994 - April 1997
Bank of America January 1991 - April 1994
Bankers Trust December 1985 - January 1991
Chemical Bank June 1982 - December 1985
Skills
Securities, Prime Brokerage, Investments, Securities Lending, Financial Services, Cash Management, Hedge Funds, Fixed Income, Series 7, Alternative Investments, Asset Managment, Capital Markets, Derivatives, Series 63, Trading
Education
Fairleigh Dickinson University 1980 — 1988
MBA, Finance
The College of New Jersey 1976 — 1979
Bachelor of Science, Criminal Justice
Markit April 2013 - Present
Edward M Marhefka, LLC July 2012 - Present
Morgan Stanley April 1997 - January 2012
Lehman Brothers April 1994 - April 1997
Bank of America January 1991 - April 1994
Bankers Trust December 1985 - January 1991
Chemical Bank June 1982 - December 1985
Skills
Securities, Prime Brokerage, Investments, Securities Lending, Financial Services, Cash Management, Hedge Funds, Fixed Income, Series 7, Alternative Investments, Asset Managment, Capital Markets, Derivatives, Series 63, Trading
Education
Fairleigh Dickinson University 1980 — 1988
MBA, Finance
The College of New Jersey 1976 — 1979
Bachelor of Science, Criminal Justice
Lenny Dacanay Lenny Dacanay's Lehman Brothers Experience January 1991 - January 1996
Job Director Business Development Private Equity Services at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2015 - Present
Deloitte Services, LP October 2011 - July 2015
Make-A-Wish® Illinois 2012 - 2013
PAF Investments, LLC February 2010 - October 2011
Lexington Real Estate Investment Company, LLC April 2004 - December 2009
Main Street Crossing Development, LLC January 2007 - November 2009
Express Cartridge and Toner Services, LLC April 2004 - April 2006
Deloitte, LLP January 2004 - April 2006
Arthur Andersen, LLP August 1998 - January 2002
Lehman Brothers January 1991 - January 1996
Skills
Cash Flow, Private Equity, Due Diligence, Corporate Development, Mergers, Venture Capital, Valuation, Corporate Finance, Restructuring, Financial Structuring, Business Valuation, Acquisitions, Financial Modeling, Divestitures, M&A experience, Hockey, Equities, Start-ups, Financial Analysis, Mergers & Acquisitions, Asset Management, Structured Finance, Finance, Risk Management, Management, Acquisition Integration, Accounting, Strategy, Strategic Planning, Business Development, Loans, SEC filings, Capital Markets, Tax, Project Finance, Management Consulting, IPO, Executive Management, Investments, Business Strategy, Real Estate, Banking, Entrepreneurship, Investment Banking, Portfolio Management, Investor Relations, Funding, Negotiation, Corporate Governance, Financial Audits
Education
Northern Illinois University 2001 — 2003
Masters, Business Administration
Fairfield University 1981 — 1985
BA, Economics
Fenwick High School 1975 — 1981
HS
BDO USA, LLP September 2015 - Present
Deloitte Services, LP October 2011 - July 2015
Make-A-Wish® Illinois 2012 - 2013
PAF Investments, LLC February 2010 - October 2011
Lexington Real Estate Investment Company, LLC April 2004 - December 2009
Main Street Crossing Development, LLC January 2007 - November 2009
Express Cartridge and Toner Services, LLC April 2004 - April 2006
Deloitte, LLP January 2004 - April 2006
Arthur Andersen, LLP August 1998 - January 2002
Lehman Brothers January 1991 - January 1996
Skills
Cash Flow, Private Equity, Due Diligence, Corporate Development, Mergers, Venture Capital, Valuation, Corporate Finance, Restructuring, Financial Structuring, Business Valuation, Acquisitions, Financial Modeling, Divestitures, M&A experience, Hockey, Equities, Start-ups, Financial Analysis, Mergers & Acquisitions, Asset Management, Structured Finance, Finance, Risk Management, Management, Acquisition Integration, Accounting, Strategy, Strategic Planning, Business Development, Loans, SEC filings, Capital Markets, Tax, Project Finance, Management Consulting, IPO, Executive Management, Investments, Business Strategy, Real Estate, Banking, Entrepreneurship, Investment Banking, Portfolio Management, Investor Relations, Funding, Negotiation, Corporate Governance, Financial Audits
Education
Northern Illinois University 2001 — 2003
Masters, Business Administration
Fairfield University 1981 — 1985
BA, Economics
Fenwick High School 1975 — 1981
HS
Melinda Cora Melinda Cora's Lehman Brothers Experience February 2004 - May 2008
Job Director, Project Management Quantitative Management Associates LLC
Industry Investment Management
Experience
Quantitative Management Associates LLC June 2008 - Present
Jump For Joy Inflatables LLC March 2011 - Present
Lehman Brothers February 2004 - May 2008
Lehman Brothers August 2001 - February 2004
Equavant December 1999 - January 2001
Shearman and Sterling October 1996 - December 1999
Skills
Human Resources, Asset Management, Investments, Equities, Risk Management, Marketing, Asset Managment, Leadership, Management, Securities, Derivatives, Project Management
Education
Excelsior College 2011 — 2013
Bachelor of Science (B.S.), Sociology and Psychology, 3.94 GPA
The Wood Tobe-Coburn School 1995 — 1996
AOS, Administration
Quantitative Management Associates LLC June 2008 - Present
Jump For Joy Inflatables LLC March 2011 - Present
Lehman Brothers February 2004 - May 2008
Lehman Brothers August 2001 - February 2004
Equavant December 1999 - January 2001
Shearman and Sterling October 1996 - December 1999
Skills
Human Resources, Asset Management, Investments, Equities, Risk Management, Marketing, Asset Managment, Leadership, Management, Securities, Derivatives, Project Management
Education
Excelsior College 2011 — 2013
Bachelor of Science (B.S.), Sociology and Psychology, 3.94 GPA
The Wood Tobe-Coburn School 1995 — 1996
AOS, Administration
Brandon Donnenfeld Brandon Donnenfeld's Lehman Brothers Experience May 2008 - July 2008
Job Principal at KKR
Industry Venture Capital & Private Equity
Experience
KKR June 2012 - Present
Lazard Freres & Co. June 2010 - June 2012
Barclays Capital June 2009 - August 2009
Lehman Brothers May 2008 - July 2008
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance & Accounting with Highest Distinction
The Hong Kong University of Science and Technology 2009 — 2009
Business Exchange Student
KKR June 2012 - Present
Lazard Freres & Co. June 2010 - June 2012
Barclays Capital June 2009 - August 2009
Lehman Brothers May 2008 - July 2008
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance & Accounting with Highest Distinction
The Hong Kong University of Science and Technology 2009 — 2009
Business Exchange Student
Greg Solometo CEO & Founder Greg Solometo CEO & Founder's Lehman Brothers Experience 1999 - 2008
Job CEO Alliance Homecare
Industry Hospital & Health Care
Experience
Alliance Homecare August 2009 - Present
Nannies of New York January 2011 - Present
Deutsche Bank July 2008 - March 2013
Lehman Brothers 1999 - 2008
Structured Credit Finance August 1999 - March 2002
Structured Products Group December 1998 - August 1999
PAINEWEBBER, INC February 1997 - August 1999
Convertibles Trading May 1998 - December 1998
PaineWebber while attending college January 1994 - May 1994
Skills
Healthcare, Recruiting, Outsourcing, Funding, Elder Care, Nursing, Entrepreneurship, Interviews, Home Care, Corporate Development, Business Analysis, Consulting, Executive Management, Leadership, Program Management, Start-ups, Strategy, Strategic Planning, Marketing, Public Speaking, Strategic Partnerships, Fundraising
Education
Emory University 1991 — 1995
BA, European History
Alliance Homecare August 2009 - Present
Nannies of New York January 2011 - Present
Deutsche Bank July 2008 - March 2013
Lehman Brothers 1999 - 2008
Structured Credit Finance August 1999 - March 2002
Structured Products Group December 1998 - August 1999
PAINEWEBBER, INC February 1997 - August 1999
Convertibles Trading May 1998 - December 1998
PaineWebber while attending college January 1994 - May 1994
Skills
Healthcare, Recruiting, Outsourcing, Funding, Elder Care, Nursing, Entrepreneurship, Interviews, Home Care, Corporate Development, Business Analysis, Consulting, Executive Management, Leadership, Program Management, Start-ups, Strategy, Strategic Planning, Marketing, Public Speaking, Strategic Partnerships, Fundraising
Education
Emory University 1991 — 1995
BA, European History
Barry Boniface Barry Boniface's Lehman Brothers Experience May 2007 - September 2008
Job Partner at MSouth Equity Partners
Industry Venture Capital & Private Equity
Experience
MSouth Equity Partners May 2012 - Present
Barclays Capital September 2008 - May 2012
Lehman Brothers May 2007 - September 2008
BellSouth Corp January 2001 - January 2007
Skills
Mergers & Acquisitions, Telecommunications, Mergers, Strategy, Capital Markets, Investment Banking, Private Equity, Business Development, Finance, Start-ups, Corporate Development, Venture Capital, Management, Valuation, Corporate Finance, Business Planning, Financial Modeling, Due Diligence, Management Consulting
Education
Goizueta Business School, Emory University 1988 — 1990
Master of Business Administration (MBA)
SMU
Bachelor of Business Administration (BBA)
MSouth Equity Partners May 2012 - Present
Barclays Capital September 2008 - May 2012
Lehman Brothers May 2007 - September 2008
BellSouth Corp January 2001 - January 2007
Skills
Mergers & Acquisitions, Telecommunications, Mergers, Strategy, Capital Markets, Investment Banking, Private Equity, Business Development, Finance, Start-ups, Corporate Development, Venture Capital, Management, Valuation, Corporate Finance, Business Planning, Financial Modeling, Due Diligence, Management Consulting
Education
Goizueta Business School, Emory University 1988 — 1990
Master of Business Administration (MBA)
SMU
Bachelor of Business Administration (BBA)
Jay Jambudi, CAMS Jay Jambudi, CAMS's Lehman Brothers Experience March 2007 - May 2008
Job Executive Director at J.P. Morgan, AML Program
Industry Banking
Experience
J.P. Morgan May 2014 - Present
Citi May 2009 - May 2014
Citi May 2008 - May 2009
Lehman Brothers March 2007 - May 2008
Citi October 1999 - March 2007
Bloomberg L.P August 1998 - September 1999
Skills
Vendor Management, Management, Team Building, Banking, Capital Markets, Program Management, SDLC, Trading Systems, Credit Risk, Risk Management, Financial Services, Governance, Electronic Trading, Fixed Income, Derivatives, ITIL, Equities, Business Analysis, Portfolio Management
Education
Fairleigh Dickinson University 1997 — 1998
Master's degree, Computer Science
L.D College of Engineering - Ahmedabad 1991 — 1995
Bachelor's degree, Electrical and Electronics Engineering
J.P. Morgan May 2014 - Present
Citi May 2009 - May 2014
Citi May 2008 - May 2009
Lehman Brothers March 2007 - May 2008
Citi October 1999 - March 2007
Bloomberg L.P August 1998 - September 1999
Skills
Vendor Management, Management, Team Building, Banking, Capital Markets, Program Management, SDLC, Trading Systems, Credit Risk, Risk Management, Financial Services, Governance, Electronic Trading, Fixed Income, Derivatives, ITIL, Equities, Business Analysis, Portfolio Management
Education
Fairleigh Dickinson University 1997 — 1998
Master's degree, Computer Science
L.D College of Engineering - Ahmedabad 1991 — 1995
Bachelor's degree, Electrical and Electronics Engineering
Tao Bu Tao Bu's Lehman Brothers Experience July 2008 - September 2008
Job Vice President, Investor Relations & Business Development at The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group January 2015 - Present
The Blackstone Group August 2011 - December 2014
Barclays Capital September 2008 - August 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Investor Relations, Business Development, Corporate Finance, Valuation, Private Equity, Capital Markets, Investments, Bloomberg, Due Diligence
Education
Emory University - Goizueta Business School 2004 — 2008
Bachelor's Degree, Finance, Business Law, French Studies
HEC Paris 2006 — 2006
Emory University
The Blackstone Group January 2015 - Present
The Blackstone Group August 2011 - December 2014
Barclays Capital September 2008 - August 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Investor Relations, Business Development, Corporate Finance, Valuation, Private Equity, Capital Markets, Investments, Bloomberg, Due Diligence
Education
Emory University - Goizueta Business School 2004 — 2008
Bachelor's Degree, Finance, Business Law, French Studies
HEC Paris 2006 — 2006
Emory University
Andrew Schmeltz Andrew Schmeltz's Lehman Brothers Experience July 2005 - November 2006
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital December 2006 - Present
Lehman Brothers July 2005 - November 2006
Lehman Brothers January 2004 - June 2005
PwC August 2000 - December 2003
Skills
Capital Markets, Equities, Trading Systems, Investment Banking, Hedge Funds, Prime Brokerage, Securities, Securities Lending
Education
Emory University 1996 — 2000
Bachelor of Science (BS), Bachelor of Arts (BA), Biology and Political Science
Northport High School 1992 — 1996
Honors Regents Diploma
Barclays Capital December 2006 - Present
Lehman Brothers July 2005 - November 2006
Lehman Brothers January 2004 - June 2005
PwC August 2000 - December 2003
Skills
Capital Markets, Equities, Trading Systems, Investment Banking, Hedge Funds, Prime Brokerage, Securities, Securities Lending
Education
Emory University 1996 — 2000
Bachelor of Science (BS), Bachelor of Arts (BA), Biology and Political Science
Northport High School 1992 — 1996
Honors Regents Diploma
William Curley William Curley's Lehman Brothers Experience 2001 - 2008
Job Vice Chairman at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2008 - Present
Lehman Brothers 2001 - 2008
Cohane Rafferty Securities LLC 1987 - 2001
Education
Fairfield University
Bachelor's Degree, Economics
Catholic Memorial
High School
Deutsche Bank 2008 - Present
Lehman Brothers 2001 - 2008
Cohane Rafferty Securities LLC 1987 - 2001
Education
Fairfield University
Bachelor's Degree, Economics
Catholic Memorial
High School
Valerie Frissora's Lehman Brothers Experience September 2000 - April 2004
Job Director, Human Resources at Keurig Green Mountain
Industry Human Resources
Experience
Keurig Green Mountain, Inc. 2013 - Present
RSA, The Security Division of EMC 2008 - 2013
Marsh April 2007 - May 2008
Marsh April 2004 - March 2007
Lehman Brothers September 2000 - April 2004
Merrill Lynch April 1999 - September 2000
Skills
Employee Relations, Performance Management, Talent Acquisition, Onboarding, Deferred Compensation, Strategic Human..., Process Improvement, Change Management, Employee Engagement, Organizational..., Talent Management, Succession Planning, Coaching, Leadership Development, Cross Functional..., Interviews, Management, Personnel Management, Training
Education
Fairfield University
B.A., Psychology
Mercy College 2003 — 2005
M.S.
Keurig Green Mountain, Inc. 2013 - Present
RSA, The Security Division of EMC 2008 - 2013
Marsh April 2007 - May 2008
Marsh April 2004 - March 2007
Lehman Brothers September 2000 - April 2004
Merrill Lynch April 1999 - September 2000
Skills
Employee Relations, Performance Management, Talent Acquisition, Onboarding, Deferred Compensation, Strategic Human..., Process Improvement, Change Management, Employee Engagement, Organizational..., Talent Management, Succession Planning, Coaching, Leadership Development, Cross Functional..., Interviews, Management, Personnel Management, Training
Education
Fairfield University
B.A., Psychology
Mercy College 2003 — 2005
M.S.
John Pizzarelli John Pizzarelli's Lehman Brothers Experience June 2005 - June 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
CIFG June 2007 - January 2009
Lehman Brothers June 2005 - June 2007
MBIA August 1985 - February 2005
Skills
Structured Finance, Due Diligence, Capital Markets, Executive Management, Public Finance, Marketing, Risk Management, Alternative Investments, Bonds, Finance, Fixed Income, Financial Structuring, Securities, Credit, Equities, Investment Management, Valuation, Investment Banking, Insurance, Consulting, Financial Modeling, Credit Analysis, Trading, Loan Origination, Strategy, Credit Risk, Investor Relations, Private Equity, Project Finance, Emerging Markets, ABS, Financial Analysis, Financial Markets, Investments, Portfolio Management, Renewable Energy, Mergers & Acquisitions, Hedge Funds, Asset Management, Corporate Finance, Structured Products, Start-ups, Financial Services, Asset Managment, Corporate Governance, Restructuring, New Business Development, Securitization, Banking, Expert Witness
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance, General
Rider University
Bachelor of Science (BS), Accounting
CIFG June 2007 - January 2009
Lehman Brothers June 2005 - June 2007
MBIA August 1985 - February 2005
Skills
Structured Finance, Due Diligence, Capital Markets, Executive Management, Public Finance, Marketing, Risk Management, Alternative Investments, Bonds, Finance, Fixed Income, Financial Structuring, Securities, Credit, Equities, Investment Management, Valuation, Investment Banking, Insurance, Consulting, Financial Modeling, Credit Analysis, Trading, Loan Origination, Strategy, Credit Risk, Investor Relations, Private Equity, Project Finance, Emerging Markets, ABS, Financial Analysis, Financial Markets, Investments, Portfolio Management, Renewable Energy, Mergers & Acquisitions, Hedge Funds, Asset Management, Corporate Finance, Structured Products, Start-ups, Financial Services, Asset Managment, Corporate Governance, Restructuring, New Business Development, Securitization, Banking, Expert Witness
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance, General
Rider University
Bachelor of Science (BS), Accounting
Alexander Stromberg Alexander Stromberg's Lehman Brothers Experience December 2007 - September 2008
Job Managing Director in Credit Trading at Barclays
Industry Financial Services
Experience
Barclays December 2012 - Present
Barclays Investment Bank December 2010 - December 2012
Barclays Investment Bank September 2008 - December 2010
Lehman Brothers December 2007 - September 2008
Lehman Brothers June 2005 - December 2007
Lehman Brothers June 2003 - June 2005
Lehman Brothers June 2001 - June 2003
Bear, Stearns & Co. June 2000 - August 2000
Skills
Financial Modeling, Investment Banking, Fixed Income, Capital Markets, Loans, High Yield, Hedge Funds, Derivatives, Equities, Leveraged Finance, Valuation, Structured Finance, Portfolio Management, Trading, Investments
Education
Emory University - Goizueta Business School 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The London School of Economics and Political Science (LSE)
Barclays December 2012 - Present
Barclays Investment Bank December 2010 - December 2012
Barclays Investment Bank September 2008 - December 2010
Lehman Brothers December 2007 - September 2008
Lehman Brothers June 2005 - December 2007
Lehman Brothers June 2003 - June 2005
Lehman Brothers June 2001 - June 2003
Bear, Stearns & Co. June 2000 - August 2000
Skills
Financial Modeling, Investment Banking, Fixed Income, Capital Markets, Loans, High Yield, Hedge Funds, Derivatives, Equities, Leveraged Finance, Valuation, Structured Finance, Portfolio Management, Trading, Investments
Education
Emory University - Goizueta Business School 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The London School of Economics and Political Science (LSE)
Orestes Varvitsiotes Orestes Varvitsiotes's Lehman Brothers Experience 1993 - 1993
Job Trader at Schottenfeld LLC
Industry Financial Services
Experience
Schottenfeld LLC 2007 - Present
Schonfeld Group 2004 - 2007
Cantor, Weiss, & Friedner Inc. 2002 - 2004
Investprivate 2001 - 2002
Prime Charter Ltd. 1996 - 2000
Smith Barney Inc. 1993 - 1996
Lehman Brothers 1993 - 1993
Skills
Series 7, Series 55, Series 63, Electronic Trading, Equity Trading, FINRA, Financial Services, Equity Derivatives, Investment Banking, Trading Systems, Hedge Funds, Trading, Alternative Investments, Options, Fixed Income, Investments, Equities, Trading Strategies, Financial Markets, Securities, Bloomberg, Commodity, Global Macro, Proprietary Trading, Derivatives, Hedging, Technical Analysis, ETFs, Equity Research
Education
CFA Institute
Candidate
The George Washington University
BS, Political Science
University of Athens
Schottenfeld LLC 2007 - Present
Schonfeld Group 2004 - 2007
Cantor, Weiss, & Friedner Inc. 2002 - 2004
Investprivate 2001 - 2002
Prime Charter Ltd. 1996 - 2000
Smith Barney Inc. 1993 - 1996
Lehman Brothers 1993 - 1993
Skills
Series 7, Series 55, Series 63, Electronic Trading, Equity Trading, FINRA, Financial Services, Equity Derivatives, Investment Banking, Trading Systems, Hedge Funds, Trading, Alternative Investments, Options, Fixed Income, Investments, Equities, Trading Strategies, Financial Markets, Securities, Bloomberg, Commodity, Global Macro, Proprietary Trading, Derivatives, Hedging, Technical Analysis, ETFs, Equity Research
Education
CFA Institute
Candidate
The George Washington University
BS, Political Science
University of Athens
Devin Fitzgerald, CFA Devin Fitzgerald, CFA's Lehman Brothers Experience 2004 - 2008
Job Vice President Investment Advisor at Goldman Sachs
Industry Investment Management
Experience
Goldman, Sachs & Co. 2011 - Present
Oppenheimer & Co. 2008 - 2009
Lehman Brothers 2004 - 2008
Deutsche Bank 1998 - 2004
Skills
Investment Banking, High Yield, Asset Managment, Portfolio Management, Financial Analysis, Valuation, Hedge Funds, Fixed Income, Alternative Investments, Bonds, Credit Analysis, Quantitative Analytics, Capital Markets, Equities, Structured Products, Series 7, Credit Derivatives, Investments, Chartered Financial...
Education
Duke Fuqua School of Business 2009 — 2011
MBA, Accounting and Investments
Fairfield University 1992 — 1996
AB, Politics
Goldman, Sachs & Co. 2011 - Present
Oppenheimer & Co. 2008 - 2009
Lehman Brothers 2004 - 2008
Deutsche Bank 1998 - 2004
Skills
Investment Banking, High Yield, Asset Managment, Portfolio Management, Financial Analysis, Valuation, Hedge Funds, Fixed Income, Alternative Investments, Bonds, Credit Analysis, Quantitative Analytics, Capital Markets, Equities, Structured Products, Series 7, Credit Derivatives, Investments, Chartered Financial...
Education
Duke Fuqua School of Business 2009 — 2011
MBA, Accounting and Investments
Fairfield University 1992 — 1996
AB, Politics
Celestino Francisco Celestino Francisco's Lehman Brothers Experience 2003 - 2005
Job Information Security Practice Lead
Industry Information Technology and Services
Experience
TRC Solutions January 2015 - Present
NASDAQ OMX June 2011 - December 2014
Federal Reserve System June 2005 - June 2011
Lehman Brothers 2003 - 2005
Radianz Services May 2002 - September 2003
igxglobal 2000 - 2002
Comdisco January 1998 - 2000
Skills
Security Audits, IDS, Network Security, Penetration Testing, Vulnerability Assessment, Security Operations..., IT Security Operations, Disaster Recovery, Security, Firewalls, Information Security, Computer Security, Business Continuity
Education
New Jersey Institute of Technology 2007 — 2009
MS, Information System: Security
Fairleigh Dickinson University 1982 — 1987
Bachelors of Science, Acct/Math
TRC Solutions January 2015 - Present
NASDAQ OMX June 2011 - December 2014
Federal Reserve System June 2005 - June 2011
Lehman Brothers 2003 - 2005
Radianz Services May 2002 - September 2003
igxglobal 2000 - 2002
Comdisco January 1998 - 2000
Skills
Security Audits, IDS, Network Security, Penetration Testing, Vulnerability Assessment, Security Operations..., IT Security Operations, Disaster Recovery, Security, Firewalls, Information Security, Computer Security, Business Continuity
Education
New Jersey Institute of Technology 2007 — 2009
MS, Information System: Security
Fairleigh Dickinson University 1982 — 1987
Bachelors of Science, Acct/Math
Arthur Kenney Arthur Kenney's Lehman Brothers Experience August 1983 - September 2008
Job Institutional Equity Research Sales
Industry Financial Services
Experience
Barclays Capital 2008 - 2011
Lehman Brothers August 1983 - September 2008
Skills
Business Relationship..., Financial Analysis, Customer Focus, Client Relationship..., Problem Solving, Teamwork, Mentoring, Foreign Languages, Leadership, CRM, Risk Management, Economics, Sales, Financial Markets, Capital Markets, Derivatives, Prime Brokerage, Hedge Funds, Fixed Income, Credit Derivatives, Alternative Investments, Equity Derivatives, Mutual Funds, Structured Products, Electronic Trading, Bonds, Options, Equity Trading, ETFs, Proprietary Trading, Trading Systems, Hedging
Education
American Graduate School of International Management
Masters of International Management, International Finance, 3.904
Fairfield University
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Le Mans
Conversational Italian and French
Barclays Capital 2008 - 2011
Lehman Brothers August 1983 - September 2008
Skills
Business Relationship..., Financial Analysis, Customer Focus, Client Relationship..., Problem Solving, Teamwork, Mentoring, Foreign Languages, Leadership, CRM, Risk Management, Economics, Sales, Financial Markets, Capital Markets, Derivatives, Prime Brokerage, Hedge Funds, Fixed Income, Credit Derivatives, Alternative Investments, Equity Derivatives, Mutual Funds, Structured Products, Electronic Trading, Bonds, Options, Equity Trading, ETFs, Proprietary Trading, Trading Systems, Hedging
Education
American Graduate School of International Management
Masters of International Management, International Finance, 3.904
Fairfield University
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Le Mans
Conversational Italian and French
Doreen Severs Doreen Severs's Lehman Brothers Experience 2005 - 2007
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman LLC 2007 - Present
Lehman Brothers 2005 - 2007
Deutsche Bank 2003 - 2004
CIBC World Markets 1997 - 2003
Skills
Vendor Management, Asset Management, Equities, Portfolio Management, Financial Services, PMO, Due Diligence, Asset Managment, Strategy, Finance, Executive Management, Leadership, Management, Wealth Management
Education
Fairleigh Dickinson University 1983 — 1986
Master of Business Administration (M.B.A.)
The College of New Jersey 1977 — 1981
Bachelor of Science (BS), Accounting
Neuberger Berman LLC 2007 - Present
Lehman Brothers 2005 - 2007
Deutsche Bank 2003 - 2004
CIBC World Markets 1997 - 2003
Skills
Vendor Management, Asset Management, Equities, Portfolio Management, Financial Services, PMO, Due Diligence, Asset Managment, Strategy, Finance, Executive Management, Leadership, Management, Wealth Management
Education
Fairleigh Dickinson University 1983 — 1986
Master of Business Administration (M.B.A.)
The College of New Jersey 1977 — 1981
Bachelor of Science (BS), Accounting
Turk Kiris Turk Kiris's Lehman Brothers Experience June 2008 - July 2008
Job Account Manager at SHI International Corp.
Industry Information Technology and Services
Experience
SHI International Corp. April 2015 - Present
Hewlett-Packard 2014 - 2015
Prudential Financial October 2014 - December 2014
Kiris Ani LLC June 2010 - September 2013
Unilever May 2012 - August 2012
Turkcell May 2011 - August 2011
Southwest Securities July 2008 - August 2008
Lehman Brothers June 2008 - July 2008
Skills
Search Engine..., Customer Marketing, Strategic Finance, Stock Loan, Financial Analysis, Microsoft Office, Market Research, Brand Management, Microsoft Excel, Public Speaking, Consumer Behaviour, PowerPoint, Market Planning, Brand Development, Product Innovation, Consumer Products, Marketing Research, Product Development, Market Analysis, B2B Marketing
Education
Biotech
Emory University - Goizueta Business School
Emory University - Goizueta Business School
BBA, Finance & Marketing
SHI International Corp. April 2015 - Present
Hewlett-Packard 2014 - 2015
Prudential Financial October 2014 - December 2014
Kiris Ani LLC June 2010 - September 2013
Unilever May 2012 - August 2012
Turkcell May 2011 - August 2011
Southwest Securities July 2008 - August 2008
Lehman Brothers June 2008 - July 2008
Skills
Search Engine..., Customer Marketing, Strategic Finance, Stock Loan, Financial Analysis, Microsoft Office, Market Research, Brand Management, Microsoft Excel, Public Speaking, Consumer Behaviour, PowerPoint, Market Planning, Brand Development, Product Innovation, Consumer Products, Marketing Research, Product Development, Market Analysis, B2B Marketing
Education
Biotech
Emory University - Goizueta Business School
Emory University - Goizueta Business School
BBA, Finance & Marketing
Pamela Shave Pamela Shave's Lehman Brothers Experience October 1995 - November 1999
Job Director, HR Business Partner at American Express
Industry Human Resources
Experience
American Express July 2012 - Present
Experian December 2009 - July 2012
Conde Nast Publications January 2006 - October 2009
Fairchild Publications May 2001 - January 2006
Wenner Media August 2000 - April 2001
Lehman Brothers October 1995 - November 1999
Education
Fairfield University 1991 — 1995
BA, Communications, Minor in Finance
American Express July 2012 - Present
Experian December 2009 - July 2012
Conde Nast Publications January 2006 - October 2009
Fairchild Publications May 2001 - January 2006
Wenner Media August 2000 - April 2001
Lehman Brothers October 1995 - November 1999
Education
Fairfield University 1991 — 1995
BA, Communications, Minor in Finance
James L. Miller James L. Miller's Lehman Brothers Experience 2007 - 2008
Job Managing Director at Garretson Financial,Inc.
Industry Financial Services
Experience
Garretson Financial July 2008 - Present
Lehman Brothers 2007 - 2008
Van der Moolen April 1992 - September 2007
Skills
Series 7, Equity Trading, Equities, Trading, Options, Securities, Capital Markets, Fixed Income, ETFs, Alternative Investments, Financial Markets, Investments, Asset Managment, Portfolio Management, Risk Management, Mutual Funds, Asset Management, Financial Services, Customer Service, Asset Allocation, Student Financial Aid, FAFSA, Financial Risk, Strategic Financial..., Finance, FINRA, Financial Planning
Education
Fairfield University 1982 — 1986
B.S., Finance
Bergen Catholic High School 1978 — 1982
Garretson Financial July 2008 - Present
Lehman Brothers 2007 - 2008
Van der Moolen April 1992 - September 2007
Skills
Series 7, Equity Trading, Equities, Trading, Options, Securities, Capital Markets, Fixed Income, ETFs, Alternative Investments, Financial Markets, Investments, Asset Managment, Portfolio Management, Risk Management, Mutual Funds, Asset Management, Financial Services, Customer Service, Asset Allocation, Student Financial Aid, FAFSA, Financial Risk, Strategic Financial..., Finance, FINRA, Financial Planning
Education
Fairfield University 1982 — 1986
B.S., Finance
Bergen Catholic High School 1978 — 1982
David Gorton David Gorton's Lehman Brothers Experience April 2006 - March 2009
Job Managing Director at Tailwind Capital
Industry Venture Capital & Private Equity
Experience
Tailwind Capital May 2015 - Present
J.F. Lehman & Co. January 2012 - May 2015
Tailwind Capital February 2009 - January 2012
Lehman Brothers April 2006 - March 2009
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates 2001 - 2003
Skills
Private Equity, Valuation, Due Diligence, Aerospace Industries, Defense Sector, Industrial Sector, Investment Banking, Leveraged Finance, Board of Directors
Education
Emory University School of Law 1998 — 2001
Bachelor of Laws (LL.B.)
Vanderbilt University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Tailwind Capital May 2015 - Present
J.F. Lehman & Co. January 2012 - May 2015
Tailwind Capital February 2009 - January 2012
Lehman Brothers April 2006 - March 2009
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates 2001 - 2003
Skills
Private Equity, Valuation, Due Diligence, Aerospace Industries, Defense Sector, Industrial Sector, Investment Banking, Leveraged Finance, Board of Directors
Education
Emory University School of Law 1998 — 2001
Bachelor of Laws (LL.B.)
Vanderbilt University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Tish Noble Tish Noble's Lehman Brothers Experience 1982 - 1989
Job Executive Director The ONeil Search Group
Industry Staffing and Recruiting
Experience
The ONeil Search Group October 1995 - Present
Carol O'Neil & Associates October 1995 - February 2012
Weil Gotshal 1990 - 1994
Lehman Brothers 1982 - 1989
Skills
Full-cycle Recruiting, Recruitment/Retention, Temporary Placement, Recruiting, Onboarding, Technical Recruiting, Applicant Tracking..., Resume Writing, Contract Recruitment, Benefits Negotiation, Permanent Placement, Sourcing, Screening Resumes, Internet Recruiting, Candidate Generation, Human Resources, Staffing Services, Recruitment Advertising, Vendor Management, College Recruiting, Employee Relations, Salary Negotiation, Performance Management, Executive Search, Talent Scouting, Networking, Interviews, Temporary Staffing, Time Management, Hiring, Interview Preparation, Screening, Business Development, New Hire Orientations, Career Development, Talent Management, HRIS, Corporate Recruiting, Employment Law, PeopleSoft, Career Counseling, Employee Benefits, Personnel Management, Benefits Administration, Deferred Compensation, HR Consulting, Workforce Planning
Education
Fairfield University 1977 — 1981
BA
Babylon High School 1974 — 1977
The ONeil Search Group October 1995 - Present
Carol O'Neil & Associates October 1995 - February 2012
Weil Gotshal 1990 - 1994
Lehman Brothers 1982 - 1989
Skills
Full-cycle Recruiting, Recruitment/Retention, Temporary Placement, Recruiting, Onboarding, Technical Recruiting, Applicant Tracking..., Resume Writing, Contract Recruitment, Benefits Negotiation, Permanent Placement, Sourcing, Screening Resumes, Internet Recruiting, Candidate Generation, Human Resources, Staffing Services, Recruitment Advertising, Vendor Management, College Recruiting, Employee Relations, Salary Negotiation, Performance Management, Executive Search, Talent Scouting, Networking, Interviews, Temporary Staffing, Time Management, Hiring, Interview Preparation, Screening, Business Development, New Hire Orientations, Career Development, Talent Management, HRIS, Corporate Recruiting, Employment Law, PeopleSoft, Career Counseling, Employee Benefits, Personnel Management, Benefits Administration, Deferred Compensation, HR Consulting, Workforce Planning
Education
Fairfield University 1977 — 1981
BA
Babylon High School 1974 — 1977
Frank Guevara Frank Guevara's Lehman Brothers Experience February 2001 - August 2003
Job Sr IT Project Manager/Consultant Looking for opportunities
Industry Information Technology and Services
Experience
CMIT Solutions, Inc. April 2009 - June 2015
Citigroup January 2006 - October 2008
Citigroup August 2003 - January 2006
Lehman Brothers February 2001 - August 2003
Ernst & Young June 1999 - December 2000
Salomon Smith Barney January 1998 - June 1999
Salomon Brothers January 1990 - December 1997
Skills
Relational Databases, Waterfall, Business Intelligence, Data Governance, Data Integration, Software Development, Entrepreneurship, Microsoft Technologies, Telecommunications, Data Architecture, IT Strategy, Data Warehousing, Business Analysis, Databases, Outsourcing, Start-ups, SDLC, IT Management, Integration, CRM, Management, Disaster Recovery, Cloud Computing, Project Management, Strategy, Vendor Management
Education
Fairleigh Dickinson University - Teaneck
Business
CMIT Solutions, Inc. April 2009 - June 2015
Citigroup January 2006 - October 2008
Citigroup August 2003 - January 2006
Lehman Brothers February 2001 - August 2003
Ernst & Young June 1999 - December 2000
Salomon Smith Barney January 1998 - June 1999
Salomon Brothers January 1990 - December 1997
Skills
Relational Databases, Waterfall, Business Intelligence, Data Governance, Data Integration, Software Development, Entrepreneurship, Microsoft Technologies, Telecommunications, Data Architecture, IT Strategy, Data Warehousing, Business Analysis, Databases, Outsourcing, Start-ups, SDLC, IT Management, Integration, CRM, Management, Disaster Recovery, Cloud Computing, Project Management, Strategy, Vendor Management
Education
Fairleigh Dickinson University - Teaneck
Business
Laurence Kaplan Laurence Kaplan's Lehman Brothers Experience October 1997 - March 2000
Job Structured Products, Managing DIrector & US Head at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group March 2010 - Present
RBC Capital Markets November 2002 - March 2010
JPMorgan Chase March 2000 - November 2002
Lehman Brothers October 1997 - March 2000
McDermott Will & Emery September 1995 - October 1997
Sutherland Asbill & Brennan LLP September 1994 - September 1995
Skills
Banking, Fixed Income, Derivatives, Product Management, Financial Services, Sales, Sales Management, Structured Products, Structured Notes, Hedge Funds, Alternative Investments, Financial Markets, Equities
Education
Emory University School of Law 1991 — 1994
Juris Doctor (J.D.), Law
Princeton University 1987 — 1991
Bachelor's Degree, Politics
BMO Financial Group March 2010 - Present
RBC Capital Markets November 2002 - March 2010
JPMorgan Chase March 2000 - November 2002
Lehman Brothers October 1997 - March 2000
McDermott Will & Emery September 1995 - October 1997
Sutherland Asbill & Brennan LLP September 1994 - September 1995
Skills
Banking, Fixed Income, Derivatives, Product Management, Financial Services, Sales, Sales Management, Structured Products, Structured Notes, Hedge Funds, Alternative Investments, Financial Markets, Equities
Education
Emory University School of Law 1991 — 1994
Juris Doctor (J.D.), Law
Princeton University 1987 — 1991
Bachelor's Degree, Politics
Eric Ende's Lehman Brothers Experience August 1997 - March 2000
Job Managing Member at BRERLO LLC, LOBRER LLC, ELB Management LLC & Jerric LLC
Industry Financial Services
Experience
Silverback Capital, LLC April 2013 - Present
BRERLO LLC, LOBRER LLC, ELB Management LLC & Jerric LLC September 2010 - Present
Ende BioMedical Consulting Group, Inc. April 2009 - Present
Silverback Group April 2008 - August 2014
Merrill Lynch April 2002 - April 2008
Banc of America Securities March 2000 - April 2002
Lehman Brothers August 1997 - March 2000
Skills
Equities, Venture Capital, Investments, Equity Research, Risk Management, Biotechnology, Investment Banking, Valuation, Hedge Funds, Financial Modeling, Capital Markets, Portfolio Management, Alternative Investments, Trading, Due Diligence, Investor Relations, Private Equity
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance & Accounting
Icahn School of Medicine at Mount Sinai 1990 — 1994
MD, Surgery; Medicine
Emory University 1986 — 1990
BS, Biology, Psychology
Silverback Capital, LLC April 2013 - Present
BRERLO LLC, LOBRER LLC, ELB Management LLC & Jerric LLC September 2010 - Present
Ende BioMedical Consulting Group, Inc. April 2009 - Present
Silverback Group April 2008 - August 2014
Merrill Lynch April 2002 - April 2008
Banc of America Securities March 2000 - April 2002
Lehman Brothers August 1997 - March 2000
Skills
Equities, Venture Capital, Investments, Equity Research, Risk Management, Biotechnology, Investment Banking, Valuation, Hedge Funds, Financial Modeling, Capital Markets, Portfolio Management, Alternative Investments, Trading, Due Diligence, Investor Relations, Private Equity
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance & Accounting
Icahn School of Medicine at Mount Sinai 1990 — 1994
MD, Surgery; Medicine
Emory University 1986 — 1990
BS, Biology, Psychology
Rob Ripp Rob Ripp's Lehman Brothers Experience 1987 - 1990
Job President at Fintelligent, LLC
Industry Management Consulting
Experience
Fintelligent, LLC January 2011 - Present
TechLaunch LLC January 2013 - Present
RPM Incorporated April 2003 - December 2010
Emulsion Network June 2001 - April 2003
Immedica 1999 - 2001
Arthur Andersen 1997 - 1999
Colgate Palmolive 1992 - 1995
Lehman Brothers 1987 - 1990
Skills
Start-ups, Strategy, Strategic Planning, Entrepreneurship, Budgets, Project Planning, Marketing, Financial Analysis, Negotiation, Business Strategy, New Business Development, Management Consulting, Team Building, Business Development, Contract Negotiation, Process Improvement, Small Business, Analysis, Strategic Financial..., Mergers & Acquisitions, Portfolio Management, Business Planning, Executive Management, Financial Services, Due Diligence, Venture Capital, Financial Planning
Education
Emory University - Goizueta Business School 1990 — 1992
MBA, Business
Lehigh University 1983 — 1987
BS, Business & Economics
Fintelligent, LLC January 2011 - Present
TechLaunch LLC January 2013 - Present
RPM Incorporated April 2003 - December 2010
Emulsion Network June 2001 - April 2003
Immedica 1999 - 2001
Arthur Andersen 1997 - 1999
Colgate Palmolive 1992 - 1995
Lehman Brothers 1987 - 1990
Skills
Start-ups, Strategy, Strategic Planning, Entrepreneurship, Budgets, Project Planning, Marketing, Financial Analysis, Negotiation, Business Strategy, New Business Development, Management Consulting, Team Building, Business Development, Contract Negotiation, Process Improvement, Small Business, Analysis, Strategic Financial..., Mergers & Acquisitions, Portfolio Management, Business Planning, Executive Management, Financial Services, Due Diligence, Venture Capital, Financial Planning
Education
Emory University - Goizueta Business School 1990 — 1992
MBA, Business
Lehigh University 1983 — 1987
BS, Business & Economics
Anthony Castaldo Anthony Castaldo's Lehman Brothers Experience December 2006 - January 2008
Job Owner, AJC WIndow Cleaning, LLC.
Industry Individual & Family Services
Experience
AJC WIndow Cleaning, LLC. September 2010 - Present
A Visible Difference, Window Cleaning March 1998 - December 2009
Lehman Brothers December 2006 - January 2008
Skills
Microsoft Excel, Microsoft Office, Analysis, Leadership, Strategic Planning, Process Improvement, Change Management
Education
Fairleigh Dickinson University 2001 — 2004
Finance
AJC WIndow Cleaning, LLC. September 2010 - Present
A Visible Difference, Window Cleaning March 1998 - December 2009
Lehman Brothers December 2006 - January 2008
Skills
Microsoft Excel, Microsoft Office, Analysis, Leadership, Strategic Planning, Process Improvement, Change Management
Education
Fairleigh Dickinson University 2001 — 2004
Finance
Carl Gatenio Carl Gatenio's Lehman Brothers Experience 2003 - 2005
Job Vice President at Lincoln International
Industry Financial Services
Experience
Lincoln International January 2013 - Present
Lincoln International August 2010 - Present
Mesirow Financial August 2009 - August 2010
University of Chicago Graduate School of Business September 2007 - June 2010
JPMorgan Chase April 2006 - August 2007
Lehman Brothers 2003 - 2005
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
Emory University - Goizueta Business School 1999 — 2003
Lincoln International January 2013 - Present
Lincoln International August 2010 - Present
Mesirow Financial August 2009 - August 2010
University of Chicago Graduate School of Business September 2007 - June 2010
JPMorgan Chase April 2006 - August 2007
Lehman Brothers 2003 - 2005
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
Emory University - Goizueta Business School 1999 — 2003
Ari Perlman Ari Perlman's Lehman Brothers Experience May 2008 - August 2008
Job Director at TEGNA
Industry Logistics and Supply Chain
Experience
TEGNA (formerly Gannett) June 2015 - Present
Arlington Advisory Group 2012 - Present
Gannett February 2013 - June 2015
Monitor Deloitte September 2009 - February 2013
Lehman Brothers May 2008 - August 2008
Deloitte Consulting November 2004 - June 2007
Booz Allen Hamilton 2003 - 2004
SAIC August 2002 - December 2002
OPNET Technologies, Inc. June 2001 - December 2001
Skills
Strategic Sourcing, Procurement, Cost Reduction, Strategy, Financial Modeling, Competitive Analysis, Business Strategy, Strategic Planning, Management Consulting, Analysis, Valuation, Analytics, Financial Analysis, Market Analysis, Strategic Consulting, Business Development, Consulting, Management, Business Planning, Corporate Finance, Acquisition Integration, Project Management, Strategic Analysis, Wireless, Budgets, Pricing, Marketing Strategy, Change Management, Executive Management, Finance, Strategy Development, Leadership, Program Management, Business Process..., Outsourcing
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA, Finance, General Management, 3.7
Emory University 2000 — 2003
BA, Economics, Biology
TEGNA (formerly Gannett) June 2015 - Present
Arlington Advisory Group 2012 - Present
Gannett February 2013 - June 2015
Monitor Deloitte September 2009 - February 2013
Lehman Brothers May 2008 - August 2008
Deloitte Consulting November 2004 - June 2007
Booz Allen Hamilton 2003 - 2004
SAIC August 2002 - December 2002
OPNET Technologies, Inc. June 2001 - December 2001
Skills
Strategic Sourcing, Procurement, Cost Reduction, Strategy, Financial Modeling, Competitive Analysis, Business Strategy, Strategic Planning, Management Consulting, Analysis, Valuation, Analytics, Financial Analysis, Market Analysis, Strategic Consulting, Business Development, Consulting, Management, Business Planning, Corporate Finance, Acquisition Integration, Project Management, Strategic Analysis, Wireless, Budgets, Pricing, Marketing Strategy, Change Management, Executive Management, Finance, Strategy Development, Leadership, Program Management, Business Process..., Outsourcing
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA, Finance, General Management, 3.7
Emory University 2000 — 2003
BA, Economics, Biology
Dean D. DelTosta Dean D. DelTosta's Lehman Brothers Experience 1997 - 2000
Job Business and Investment Consultant
Industry Management Consulting
Experience
6 Degrees Consulting, L.L.C. October 2008 - Present
TD Bank May 2006 - October 2008
AIG/VALIC 2004 - 2006
Greenwich Estate Management, Inc. 2001 - 2003
DebtTraders, Inc. 2000 - 2001
Lehman Brothers 1997 - 2000
Merrill Lynch January 1987 - August 1997
Skills
Wealth Management, Fixed Income, Marketing Strategy, Investments, Investment Strategies, Sales Process, Alternative Investments, Asset Allocation, Financial Services, Asset Managment, Business Development, Strategy, Asset Management, ETFs, Series 7, Bonds, Mutual Funds, Derivatives, Capital Markets, Retirement
Education
Fordham Gabelli School of Business 1993 — 1996
Fairleigh Dickinson University
Greenwich High School
6 Degrees Consulting, L.L.C. October 2008 - Present
TD Bank May 2006 - October 2008
AIG/VALIC 2004 - 2006
Greenwich Estate Management, Inc. 2001 - 2003
DebtTraders, Inc. 2000 - 2001
Lehman Brothers 1997 - 2000
Merrill Lynch January 1987 - August 1997
Skills
Wealth Management, Fixed Income, Marketing Strategy, Investments, Investment Strategies, Sales Process, Alternative Investments, Asset Allocation, Financial Services, Asset Managment, Business Development, Strategy, Asset Management, ETFs, Series 7, Bonds, Mutual Funds, Derivatives, Capital Markets, Retirement
Education
Fordham Gabelli School of Business 1993 — 1996
Fairleigh Dickinson University
Greenwich High School
Christopher Tucker's Lehman Brothers Experience 1998 - 2000
Job Personalized Guidance and Advisory for Marketing Leaders to Accelerate Digital Initiatives & Profitable Growth
Industry Internet
Experience
Gartner April 2015 - Present
Movable Ink 2013 - March 2015
Monetate, Inc. 2012 - 2013
SLI Systems 2007 - 2012
PayPal, Inc. 2005 - 2007
VeriSign 2004 - 2005
VeriSign 2004 - 2004
VeriSign 2002 - 2004
Fujitsu Technology Solutions 2000 - 2002
Lehman Brothers 1998 - 2000
Skills
SaaS, E-commerce, Business Development, Salesforce.com, Google Analytics, Conversion Optimization, Lead Generation, Landing Page..., Sales Operations, Marketing, SEO, Sales Process, Mobile Commerce, Marketing Strategy, Social Media, A/B testing, Web Analytics, Online Marketing, Search, Enterprise Search, Direct Sales, Selling, Sales Management, B2B, B2B services, Optimization, Sales Pipeline..., Web Content Optimization, Social Commerce, Strategic Partnerships, Email Marketing, Agile Methodologies, Integrated Marketing, Personalization, email, CRM, Sales, Digital Marketing, Enterprise Software, Start-ups
Education
Fairfield University 1992 — 1996
Bachelor of Arts, Economics, International Business & Theology
Cold Spring Harbor 1986 — 1992
Gartner April 2015 - Present
Movable Ink 2013 - March 2015
Monetate, Inc. 2012 - 2013
SLI Systems 2007 - 2012
PayPal, Inc. 2005 - 2007
VeriSign 2004 - 2005
VeriSign 2004 - 2004
VeriSign 2002 - 2004
Fujitsu Technology Solutions 2000 - 2002
Lehman Brothers 1998 - 2000
Skills
SaaS, E-commerce, Business Development, Salesforce.com, Google Analytics, Conversion Optimization, Lead Generation, Landing Page..., Sales Operations, Marketing, SEO, Sales Process, Mobile Commerce, Marketing Strategy, Social Media, A/B testing, Web Analytics, Online Marketing, Search, Enterprise Search, Direct Sales, Selling, Sales Management, B2B, B2B services, Optimization, Sales Pipeline..., Web Content Optimization, Social Commerce, Strategic Partnerships, Email Marketing, Agile Methodologies, Integrated Marketing, Personalization, email, CRM, Sales, Digital Marketing, Enterprise Software, Start-ups
Education
Fairfield University 1992 — 1996
Bachelor of Arts, Economics, International Business & Theology
Cold Spring Harbor 1986 — 1992
Brad Weinberg Brad Weinberg's Lehman Brothers Experience 2005 - 2007
Job Managing Director Peter J. Solomon Company
Industry Investment Banking
Experience
Peter J. Solomon Company 2013 - Present
UBS Investment Bank 2007 - 2013
Lehman Brothers 2005 - 2007
Credit Suisse First Boston 1998 - 2005
Chase Manhattan Corp. 1996 - 1998
Skills
Investment Banking, Corporate Strategy..., Corporate Finance, Leadership, Emerging Markets, Mergers & Acquisitions, Cross-border, Capital Markets, Food Retail Industry, Hardlines Retail..., Restaurant Industry, Mentoring, Communication, Private Equity, Corporate Development
Education
Emory University - Goizueta Business School 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Peter J. Solomon Company 2013 - Present
UBS Investment Bank 2007 - 2013
Lehman Brothers 2005 - 2007
Credit Suisse First Boston 1998 - 2005
Chase Manhattan Corp. 1996 - 1998
Skills
Investment Banking, Corporate Strategy..., Corporate Finance, Leadership, Emerging Markets, Mergers & Acquisitions, Cross-border, Capital Markets, Food Retail Industry, Hardlines Retail..., Restaurant Industry, Mentoring, Communication, Private Equity, Corporate Development
Education
Emory University - Goizueta Business School 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Sky Milch's Lehman Brothers Experience January 2001 - April 2003
Job Partner in Advisory M&A at PwC
Industry Management Consulting
Experience
PwC July 2013 - Present
PwC August 2004 - June 2013
Lehman Brothers January 2001 - April 2003
General Electric (GE) June 1998 - January 2001
The Walt Disney Company 1996 - 1996
Skills
Business Process..., Finance, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Management Consulting, Managerial Finance, Acquisition Integration, Change Management, Project Planning, Strategic Planning, Process Improvement, Auditing, Divestitures, Financial Reporting, Private Equity, Management, Financial Analysis, Restructuring
Education
Emory University - Goizueta Business School 2003 — 2004
MBA
North Carolina State University 1993 — 1998
BS, Business
PwC July 2013 - Present
PwC August 2004 - June 2013
Lehman Brothers January 2001 - April 2003
General Electric (GE) June 1998 - January 2001
The Walt Disney Company 1996 - 1996
Skills
Business Process..., Finance, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Management Consulting, Managerial Finance, Acquisition Integration, Change Management, Project Planning, Strategic Planning, Process Improvement, Auditing, Divestitures, Financial Reporting, Private Equity, Management, Financial Analysis, Restructuring
Education
Emory University - Goizueta Business School 2003 — 2004
MBA
North Carolina State University 1993 — 1998
BS, Business
Jieun Lee Jieun Lee's Lehman Brothers Experience June 2004 - July 2006
Job Accountant at Renner and Company
Industry Accounting
Experience
Renner and Company May 2014 - Present
King Street Wireless May 2013 - May 2014
Samsung SNS America October 2012 - May 2013
International Monetary Fund June 2010 - October 2012
Merrill Lynch May 2007 - May 2008
Lehman Brothers June 2004 - July 2006
Skills
Accounting, Financial Analysis, Accounts Payable, Chartered Financial..., General Ledger, Cash Management, Fixed Assets, Month End Close, Treasury, QuickBooks, PeopleSoft, Access Database, Microsoft Office, Microsoft Excel
Education
Korea University 2003 — 2007
MS, International Commerce
名古屋大学 / Nagoya University 2001 — 2002
Ewha Womans University 1998 — 2002
BS, Science education
Renner and Company May 2014 - Present
King Street Wireless May 2013 - May 2014
Samsung SNS America October 2012 - May 2013
International Monetary Fund June 2010 - October 2012
Merrill Lynch May 2007 - May 2008
Lehman Brothers June 2004 - July 2006
Skills
Accounting, Financial Analysis, Accounts Payable, Chartered Financial..., General Ledger, Cash Management, Fixed Assets, Month End Close, Treasury, QuickBooks, PeopleSoft, Access Database, Microsoft Office, Microsoft Excel
Education
Korea University 2003 — 2007
MS, International Commerce
名古屋大学 / Nagoya University 2001 — 2002
Ewha Womans University 1998 — 2002
BS, Science education
Fabrizio Tiso Fabrizio Tiso's Lehman Brothers Experience June 2008 - August 2008
Job Principal at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group April 2009 - Present
Lehman Brothers June 2008 - August 2008
Bain & Company Italy June 2007 - July 2007
Skills
Management Consulting, Organizational Design, Corporate Development, Strategic Consulting, Business Strategy
Education
HEC School of Management 2008 — 2008
CEMS MIM
ESADE Business School 2007 — 2008
MSc in International Management
Università Commerciale 'Luigi Bocconi' 2004 — 2007
CLEA, Business Administration
University of Southern California - Marshall School of Business 2006 — 2006
International Exchange Program
The Boston Consulting Group April 2009 - Present
Lehman Brothers June 2008 - August 2008
Bain & Company Italy June 2007 - July 2007
Skills
Management Consulting, Organizational Design, Corporate Development, Strategic Consulting, Business Strategy
Education
HEC School of Management 2008 — 2008
CEMS MIM
ESADE Business School 2007 — 2008
MSc in International Management
Università Commerciale 'Luigi Bocconi' 2004 — 2007
CLEA, Business Administration
University of Southern California - Marshall School of Business 2006 — 2006
International Exchange Program
Chris Baggio Chris Baggio's Lehman Brothers Experience December 1992 - September 1993
Job Head Trader, International Equities, Weeden & Co LP
Industry Financial Services
Experience
Weeden & Co. March 2008 - Present
Federated Investors May 2006 - March 2008
Hudson Securities December 2003 - April 2006
First New York Securities March 2003 - November 2003
Citigroup September 1993 - February 2003
Lehman Brothers December 1992 - September 1993
Lehman Brothers September 1991 - December 1992
Skills
Series 7, Bloomberg, Equities, Trading, Securities, Equity Trading, Series 63, Electronic Trading, Trading Systems, Financial Markets, Trading Strategies, Mutual Funds, Series 24, Finance, Financial Reporting, Alternative Investments, Options, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Equity Research, Portfolio Management, FINRA, Investments, Investment Strategies, Hedging, ETFs, Investment Advisory, Investment Banking, Asset Allocation, Commodity, Bonds, Emerging Markets, FX Options, Technical Analysis, Wealth Management, Asset Management, Equity Derivatives, Risk Management, Valuation, Financial Services
Education
Fairfield University 1989 — 1991
BS, Finance
Wagner College 1987 — 1988
Finance
Weeden & Co. March 2008 - Present
Federated Investors May 2006 - March 2008
Hudson Securities December 2003 - April 2006
First New York Securities March 2003 - November 2003
Citigroup September 1993 - February 2003
Lehman Brothers December 1992 - September 1993
Lehman Brothers September 1991 - December 1992
Skills
Series 7, Bloomberg, Equities, Trading, Securities, Equity Trading, Series 63, Electronic Trading, Trading Systems, Financial Markets, Trading Strategies, Mutual Funds, Series 24, Finance, Financial Reporting, Alternative Investments, Options, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Equity Research, Portfolio Management, FINRA, Investments, Investment Strategies, Hedging, ETFs, Investment Advisory, Investment Banking, Asset Allocation, Commodity, Bonds, Emerging Markets, FX Options, Technical Analysis, Wealth Management, Asset Management, Equity Derivatives, Risk Management, Valuation, Financial Services
Education
Fairfield University 1989 — 1991
BS, Finance
Wagner College 1987 — 1988
Finance
Domitille Adrien Domitille Adrien's Lehman Brothers Experience June 2007 - August 2007
Job ALAM Operations Controller at Air Liquide USA (Formerly Voltaix, Inc.)
Industry Chemicals
Experience
Air Liquide USA (Formerly Voltaix, Inc.) April 2015 - Present
Air Liquide March 2011 - March 2015
Air Liquide September 2010 - February 2011
Deloitte July 2009 - December 2009
Lehman Brothers June 2007 - August 2007
Skills
Corporate Finance, Change Management, Analysis, Investment Banking, Project Management, Business Planning, Emerging Markets, Private Equity, Finance
Education
Ecole de Management de Lyon 2007 — 2010
Master of Science (MSc), Finance
Stockholms universitet 2006 — 2007
Master of Science (MSc), Economics
Université Panthéon Assas (Paris II) 2004 — 2006
Bachelor's degree, Economics
Air Liquide USA (Formerly Voltaix, Inc.) April 2015 - Present
Air Liquide March 2011 - March 2015
Air Liquide September 2010 - February 2011
Deloitte July 2009 - December 2009
Lehman Brothers June 2007 - August 2007
Skills
Corporate Finance, Change Management, Analysis, Investment Banking, Project Management, Business Planning, Emerging Markets, Private Equity, Finance
Education
Ecole de Management de Lyon 2007 — 2010
Master of Science (MSc), Finance
Stockholms universitet 2006 — 2007
Master of Science (MSc), Economics
Université Panthéon Assas (Paris II) 2004 — 2006
Bachelor's degree, Economics
Kristin DeSario Kristin DeSario's Lehman Brothers Experience August 1997 - September 2008
Job Exploring new career opportunities
Industry Financial Services
Experience
Barclays Investment Bank February 2014 - September 2015
Barclays February 2012 - January 2014
Barclays Capital August 2008 - January 2012
Lehman Brothers August 1997 - September 2008
Skills
Fixed Income, Hedge Funds, Bloomberg, Financial Risk, Management, Capital Markets, Derivatives, Equities, Networking, Prime Brokerage, Investment Banking, Valuation, Global Leadership, Client Services, People Management, Training, Risk Management, Process Improvement
Education
Fairfield University 1993 — 1997
BAS, Business Management
Fontbonne hall academy
Barclays Investment Bank February 2014 - September 2015
Barclays February 2012 - January 2014
Barclays Capital August 2008 - January 2012
Lehman Brothers August 1997 - September 2008
Skills
Fixed Income, Hedge Funds, Bloomberg, Financial Risk, Management, Capital Markets, Derivatives, Equities, Networking, Prime Brokerage, Investment Banking, Valuation, Global Leadership, Client Services, People Management, Training, Risk Management, Process Improvement
Education
Fairfield University 1993 — 1997
BAS, Business Management
Fontbonne hall academy
Michael Graf Michael Graf's Lehman Brothers Experience October 1988 - January 1995
Job On to the next challenge
Industry Financial Services
Experience
Barclays Capital August 2012 - January 2014
Barclays Bank 2007 - August 2012
Merrill Lynch February 1995 - February 2007
Lehman Brothers October 1988 - January 1995
Lehman Brothers 1985 - 1987
Arthur Young 1981 - 1984
United States Navy 1978 - 1980
Skills
Fixed Income, Options, Hedge Funds, Financial Markets, Investment Banking, Securities, Risk Management, Structured Finance, Market Risk, Investments, Trading, Interest Rate..., Valuation, Capital Markets, Interest Rate Swaps, Credit Derivatives, Management, CDS, Portfolio Management, Cross-functional Team..., FX Swaps, Commercial Paper, Futures Trading, US Treasuries, Sovereign Debt, Government Agencies, Trading Systems, Derivatives
Education
Fairfield University 1976 — 1981
BS, Biology
Barclays Capital August 2012 - January 2014
Barclays Bank 2007 - August 2012
Merrill Lynch February 1995 - February 2007
Lehman Brothers October 1988 - January 1995
Lehman Brothers 1985 - 1987
Arthur Young 1981 - 1984
United States Navy 1978 - 1980
Skills
Fixed Income, Options, Hedge Funds, Financial Markets, Investment Banking, Securities, Risk Management, Structured Finance, Market Risk, Investments, Trading, Interest Rate..., Valuation, Capital Markets, Interest Rate Swaps, Credit Derivatives, Management, CDS, Portfolio Management, Cross-functional Team..., FX Swaps, Commercial Paper, Futures Trading, US Treasuries, Sovereign Debt, Government Agencies, Trading Systems, Derivatives
Education
Fairfield University 1976 — 1981
BS, Biology
John Geensen John Geensen's Lehman Brothers Experience September 1993 - April 1996
Job Managing Director Treasury Management Services International Ltd
Industry Financial Services
Experience
Carbon Order Ltd September 2012 - Present
Treasury Management Services International Ltd February 2008 - Present
G24innovations July 2007 - May 2013
ABN AMRO April 1996 - September 1999
Lehman Brothers September 1993 - April 1996
Citibank 1990 - September 1993
Bank of America September 1981 - February 1986
Skills
Investment Banking, Risk Management, Investments, Capital Markets, Trading, Financial Analysis, Proprietary Trading, Financial Markets, Trading Systems, Private Equity, Options, FX Options
Education
Erasmus University Rotterdam 1968 — 1972
Haagsche Schoolvereniging
Carbon Order Ltd September 2012 - Present
Treasury Management Services International Ltd February 2008 - Present
G24innovations July 2007 - May 2013
ABN AMRO April 1996 - September 1999
Lehman Brothers September 1993 - April 1996
Citibank 1990 - September 1993
Bank of America September 1981 - February 1986
Skills
Investment Banking, Risk Management, Investments, Capital Markets, Trading, Financial Analysis, Proprietary Trading, Financial Markets, Trading Systems, Private Equity, Options, FX Options
Education
Erasmus University Rotterdam 1968 — 1972
Haagsche Schoolvereniging
Surabhi Goyal Surabhi Goyal's Lehman Brothers Experience June 2008 - August 2008
Job Vice President at Lone Star Funds
Industry Financial Services
Experience
Hudson Advisors, LLC July 2009 - Present
Lone Star Funds July 2009 - July 2011
Lehman Brothers June 2008 - August 2008
Colgate Palmolive India Limited September 2001 - August 2005
Arthur Andersen India Limited February 2000 - August 2001
Skills
Private Equity, Accounting, Alternative Investments, Funding, Due Diligence, Portfolio Management, Financial Analysis, Finance, Asset Management, Financial Modeling, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Finance
American Institute of Certified Public Accountants 2006 — 2006
CPA
Institute of Chartered Accountants of India 1996 — 1999
CA
University of Mumbai 1995 — 1998
BCom, Accounting
Hudson Advisors, LLC July 2009 - Present
Lone Star Funds July 2009 - July 2011
Lehman Brothers June 2008 - August 2008
Colgate Palmolive India Limited September 2001 - August 2005
Arthur Andersen India Limited February 2000 - August 2001
Skills
Private Equity, Accounting, Alternative Investments, Funding, Due Diligence, Portfolio Management, Financial Analysis, Finance, Asset Management, Financial Modeling, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Finance
American Institute of Certified Public Accountants 2006 — 2006
CPA
Institute of Chartered Accountants of India 1996 — 1999
CA
University of Mumbai 1995 — 1998
BCom, Accounting
John Piscopo John Piscopo's Lehman Brothers Experience April 1989 - May 1995
Job Realtor Associate at KELLER WILLIAMS ELITE
Industry Financial Services
Experience
KELLER WILLIAMS ELITE December 2013 - Present
Citi January 2005 - October 2013
CENTURY 21 APEX December 2003 - December 2004
Citi January 2000 - December 2002
Credit Suisse First Boston August 1999 - December 1999
Citibank February 1999 - June 1999
CROMWELL PARTNERS August 1997 - January 1999
American International Group September 1996 - August 1997
Bank of New York Mellon September 1995 - August 1996
Lehman Brothers April 1989 - May 1995
Skills
TSO, Microsoft Office, Visio, Testing, Business Analysis, Risk Management, SharePoint, MS Project, Management, Fixed Income, Databases, Process Improvement, PMO, Financial Services, Unix, SQL, Project Planning, COBOL, Business Requirements, Oracle, Project Management, Release Management, SDLC, Disaster Recovery, Options, Vendor Management, Quality Assurance, Windows, Test Planning, Change Management, Finance, User Acceptance Testing, Banking, Program Management, Trading, Information Technology, Back Office, Requirements Analysis, IT Strategy, Requirements Gathering, Portfolio Management, Software Project..., Project Portfolio..., Microsoft Project
Education
Fairfield University 1976 — 1981
BS, Business Management
KELLER WILLIAMS ELITE December 2013 - Present
Citi January 2005 - October 2013
CENTURY 21 APEX December 2003 - December 2004
Citi January 2000 - December 2002
Credit Suisse First Boston August 1999 - December 1999
Citibank February 1999 - June 1999
CROMWELL PARTNERS August 1997 - January 1999
American International Group September 1996 - August 1997
Bank of New York Mellon September 1995 - August 1996
Lehman Brothers April 1989 - May 1995
Skills
TSO, Microsoft Office, Visio, Testing, Business Analysis, Risk Management, SharePoint, MS Project, Management, Fixed Income, Databases, Process Improvement, PMO, Financial Services, Unix, SQL, Project Planning, COBOL, Business Requirements, Oracle, Project Management, Release Management, SDLC, Disaster Recovery, Options, Vendor Management, Quality Assurance, Windows, Test Planning, Change Management, Finance, User Acceptance Testing, Banking, Program Management, Trading, Information Technology, Back Office, Requirements Analysis, IT Strategy, Requirements Gathering, Portfolio Management, Software Project..., Project Portfolio..., Microsoft Project
Education
Fairfield University 1976 — 1981
BS, Business Management
David Durant's Lehman Brothers Experience 2001 - 2003
Job Senior Consultant at Capgemini | Digital Strategist | Entrepreneur | Analyst
Industry Management Consulting
Experience
Capgemini Consulting August 2013 - Present
Valerie & Co. Photography August 2012 - Present
Goizueta Business School May 2012 - May 2013
Wikiwealth.com June 2008 - May 2013
Duff & Phelps 2005 - June 2008
Standard & Poor's Corporate Value Consulting August 2003 - 2005
Lehman Brothers 2001 - 2003
Australian Stock Exchange 2002 - 2002
Skills
Strategy, Management Consulting, Valuation, Financial Modeling, Private Equity, Financial Analysis, Entrepreneurship, Competitive Analysis, Strategic Planning, Business Strategy, Digital Marketing, Business Development, Investments, Hedge Funds, Portfolio Management, Emerging Markets, Integrated Marketing, Marketing Strategy, Research, Equity Valuation, Analysis, SEO, Corporate Finance, Finance, Value Investing, Equity Research, Start-ups, ETF Research, Business Case, Disruptive Technologies, Social Media Marketing
Education
Goizueta Business School, Emory University 2012 — 2013
Master of Business Administration (MBA), Strategy & Marketing, Dean's List
University of Florida - Warrington College Of Business 1999 — 2003
BSBA, Finance & Economics, 3.6
East Meadow High School 1996 — 1999
High School, Business, 3.987
Capgemini Consulting August 2013 - Present
Valerie & Co. Photography August 2012 - Present
Goizueta Business School May 2012 - May 2013
Wikiwealth.com June 2008 - May 2013
Duff & Phelps 2005 - June 2008
Standard & Poor's Corporate Value Consulting August 2003 - 2005
Lehman Brothers 2001 - 2003
Australian Stock Exchange 2002 - 2002
Skills
Strategy, Management Consulting, Valuation, Financial Modeling, Private Equity, Financial Analysis, Entrepreneurship, Competitive Analysis, Strategic Planning, Business Strategy, Digital Marketing, Business Development, Investments, Hedge Funds, Portfolio Management, Emerging Markets, Integrated Marketing, Marketing Strategy, Research, Equity Valuation, Analysis, SEO, Corporate Finance, Finance, Value Investing, Equity Research, Start-ups, ETF Research, Business Case, Disruptive Technologies, Social Media Marketing
Education
Goizueta Business School, Emory University 2012 — 2013
Master of Business Administration (MBA), Strategy & Marketing, Dean's List
University of Florida - Warrington College Of Business 1999 — 2003
BSBA, Finance & Economics, 3.6
East Meadow High School 1996 — 1999
High School, Business, 3.987
Rahul Daterao Rahul Daterao's Lehman Brothers Experience October 2003 - December 2003
Job Big Data & NoSQL Specialist at Oracle
Industry Computer Software
Experience
Oracle October 2013 - Present
ADP Innovation Labs February 2013 - August 2013
Tubular Labs October 2012 - August 2013
appssavvy November 2010 - January 2012
KickApps Corporation January 2006 - November 2010
Medco Health Solutions July 2005 - December 2005
Fitch Ratings April 2005 - June 2005
Citigroup December 2003 - March 2005
Lehman Brothers October 2003 - December 2003
Deutsche Bank March 1998 - September 2003
Skills
MySQL, JavaScript, Java, jQuery, Mobile Devices, Cloud Computing, Software Development, Scalability, SQL, MongoDB, Product Development, Restlet, Node.js, Cassandra, Team Leadership, Unix Shell Scripting, Java Enterprise Edition, C++, Solr, Spring, Technical Leadership, J2EE Application..., Lucene, ElasticSearch, Google App Engine, Oracle SQL, Linux System..., Database Administration, Twitter Storm, Zookeeper, Backbone.js, Oracle NoSQL
Education
Fairleigh Dickinson University 1995 — 1997
Master Of Science, Computer Science, 3.87
University of Mumbai 1989 — 1994
Bachelor Of Engineering, Computer Engineering
Oracle October 2013 - Present
ADP Innovation Labs February 2013 - August 2013
Tubular Labs October 2012 - August 2013
appssavvy November 2010 - January 2012
KickApps Corporation January 2006 - November 2010
Medco Health Solutions July 2005 - December 2005
Fitch Ratings April 2005 - June 2005
Citigroup December 2003 - March 2005
Lehman Brothers October 2003 - December 2003
Deutsche Bank March 1998 - September 2003
Skills
MySQL, JavaScript, Java, jQuery, Mobile Devices, Cloud Computing, Software Development, Scalability, SQL, MongoDB, Product Development, Restlet, Node.js, Cassandra, Team Leadership, Unix Shell Scripting, Java Enterprise Edition, C++, Solr, Spring, Technical Leadership, J2EE Application..., Lucene, ElasticSearch, Google App Engine, Oracle SQL, Linux System..., Database Administration, Twitter Storm, Zookeeper, Backbone.js, Oracle NoSQL
Education
Fairleigh Dickinson University 1995 — 1997
Master Of Science, Computer Science, 3.87
University of Mumbai 1989 — 1994
Bachelor Of Engineering, Computer Engineering
richard zack richard zack's Lehman Brothers Experience 1995 - 1998
Job Chief Legal Officer & Chief Enterprise Risk Officer at Wainwright Investment Counsel, LLC
Industry Financial Services
Experience
WFS, LLC 2013 - Present
Wainwright Investment Counsel, LLC 2012 - Present
Alchemy Structured Investments 2010 - 2012
Prudential Bache Securities 2009 - 2010
National Bank of Canada 2005 - 2009
K&Z Partners 2000 - 2005
Banc of America Securities 1998 - 2000
Lehman Brothers 1995 - 1998
Mayer Brown 1994 - 1995
U.S. Securities and Exchange Commission September 1989 - 1994
Education
Georgetown University Law Center 1990 — 1992
Master of Laws (LLM), Tax Law/Taxation
Rutgers University School of Law - Camden 1986 — 1989
Doctor of Law (J.D.)
Emory University 1982 — 1986
Bachelor of Arts (B.A.), Economics
WFS, LLC 2013 - Present
Wainwright Investment Counsel, LLC 2012 - Present
Alchemy Structured Investments 2010 - 2012
Prudential Bache Securities 2009 - 2010
National Bank of Canada 2005 - 2009
K&Z Partners 2000 - 2005
Banc of America Securities 1998 - 2000
Lehman Brothers 1995 - 1998
Mayer Brown 1994 - 1995
U.S. Securities and Exchange Commission September 1989 - 1994
Education
Georgetown University Law Center 1990 — 1992
Master of Laws (LLM), Tax Law/Taxation
Rutgers University School of Law - Camden 1986 — 1989
Doctor of Law (J.D.)
Emory University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Chris Townsend, CPA, CGMA Chris Townsend, CPA, CGMA's Lehman Brothers Experience May 2002 - July 2007
Job CPA at McMullan & Company
Industry Accounting
Experience
360 Accounting Co. - A Division of McMullan CPA's 2015 - Present
McMullan CPAs July 2007 - Present
Estate Management, Inc. May 2007 - Present
Lehman Brothers May 2002 - July 2007
Skills
Tax, Financial Accounting, Estate Planning, Auditing, Accounting, Quickbooks, Tax Compliance, QuickBooks, Financial Analysis, Trusts, Internal Controls, Finance, CPA, Tax Preparation, Payroll, Forecasting, Management, Restructuring, Mergers & Acquisitions, Due Diligence, Sales, Strategic Planning, Customer Service, Entrepreneurship, Management Consulting, Team Building, Investments
Education
Emory University - Goizueta Business School 1998 — 2002
Bachelors, Accounting, Finance, Political Science
360 Accounting Co. - A Division of McMullan CPA's 2015 - Present
McMullan CPAs July 2007 - Present
Estate Management, Inc. May 2007 - Present
Lehman Brothers May 2002 - July 2007
Skills
Tax, Financial Accounting, Estate Planning, Auditing, Accounting, Quickbooks, Tax Compliance, QuickBooks, Financial Analysis, Trusts, Internal Controls, Finance, CPA, Tax Preparation, Payroll, Forecasting, Management, Restructuring, Mergers & Acquisitions, Due Diligence, Sales, Strategic Planning, Customer Service, Entrepreneurship, Management Consulting, Team Building, Investments
Education
Emory University - Goizueta Business School 1998 — 2002
Bachelors, Accounting, Finance, Political Science
June Schultz June Schultz's Lehman Brothers Experience 1996 - 2008
Job Hotel Sourcing Specialist
Industry Marketing and Advertising
Experience
American Express April 2015 - Present
IPG (Interpublic Group of Companies) November 2010 - Present
Ross & Suchoff June 2010 - November 2010
Lehman Brothers 1996 - 2008
National Kidney Foundation 1993 - 1996
American Physical Society 1990 - 1993
Drexel Burnham Lambert 1978 - 1990
Skills
Process Improvement, Marketing, Trade Shows, Relationship Management, Networking, Social Networking, Teamwork, Fundraising, Public Relations, Contract Negotiation, Project Management, Management, Account Management, Event Planning, Leadership, Corporate Events, Meeting Planning, Sales, Marketing Communications, Social Media Marketing, Strategic Planning, Microsoft Office, Customer Service, Budgets, Project Planning, Time Management, Marketing Strategy, Event Management, Vendor Management, Logistics, Social Media, New Business Development, Outlook, CRM, Microsoft Excel, Negotiation, Team Building, Analysis, Strategy, Program Management, Training, Business Development, Market Research, Advertising, Human Resources, Nonprofits
Education
Fairleigh Dickinson University 2009 — 2010
Paralegal Studies
Fairleigh Dickinson University 2009 — 2010
Certificate in Paralegal Studies
New England College 1968 — 1971
Millburn High School
American Express April 2015 - Present
IPG (Interpublic Group of Companies) November 2010 - Present
Ross & Suchoff June 2010 - November 2010
Lehman Brothers 1996 - 2008
National Kidney Foundation 1993 - 1996
American Physical Society 1990 - 1993
Drexel Burnham Lambert 1978 - 1990
Skills
Process Improvement, Marketing, Trade Shows, Relationship Management, Networking, Social Networking, Teamwork, Fundraising, Public Relations, Contract Negotiation, Project Management, Management, Account Management, Event Planning, Leadership, Corporate Events, Meeting Planning, Sales, Marketing Communications, Social Media Marketing, Strategic Planning, Microsoft Office, Customer Service, Budgets, Project Planning, Time Management, Marketing Strategy, Event Management, Vendor Management, Logistics, Social Media, New Business Development, Outlook, CRM, Microsoft Excel, Negotiation, Team Building, Analysis, Strategy, Program Management, Training, Business Development, Market Research, Advertising, Human Resources, Nonprofits
Education
Fairleigh Dickinson University 2009 — 2010
Paralegal Studies
Fairleigh Dickinson University 2009 — 2010
Certificate in Paralegal Studies
New England College 1968 — 1971
Millburn High School
Fran Reed's Lehman Brothers Experience January 2003 - September 2008
Job Managing Director
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
UBS Investment Bank May 2009 - November 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers January 2003 - September 2008
Commerzbank AG January 2001 - January 2003
Barclays Capital January 1996 - January 2001
Skills
Series 7, Fixed Income, Alternative Investments, Investments, Derivatives, Capital Markets, Series 63, Structured Products, Securities, Series 24, Swaps, Interest Rate..., FX Options, Electronic Trading, Structured Finance, Trading, Commodity, Mutual Funds, Securitization, Risk Management, Bonds, Rates, Equity Derivatives, Funding
Education
Fordham University 1996 — 1999
Master of Business Administration (MBA), Finance, General
Fairfield University 1982 — 1986
Bachelor of Science (BS), Marketing
Morgan Stanley January 2015 - Present
UBS Investment Bank May 2009 - November 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers January 2003 - September 2008
Commerzbank AG January 2001 - January 2003
Barclays Capital January 1996 - January 2001
Skills
Series 7, Fixed Income, Alternative Investments, Investments, Derivatives, Capital Markets, Series 63, Structured Products, Securities, Series 24, Swaps, Interest Rate..., FX Options, Electronic Trading, Structured Finance, Trading, Commodity, Mutual Funds, Securitization, Risk Management, Bonds, Rates, Equity Derivatives, Funding
Education
Fordham University 1996 — 1999
Master of Business Administration (MBA), Finance, General
Fairfield University 1982 — 1986
Bachelor of Science (BS), Marketing
Pete Carmasino Pete Carmasino's Lehman Brothers Experience March 2001 - April 2002
Job Helping Clients Create Lifetime Income Streams And Protect Assets
Industry Investment Management
Experience
NewBridge Retirement Advisors April 2012 - Present
Lewtan October 2011 - September 2012
PNC Investments August 2010 - October 2011
Beacon Capital Strategies September 2009 - August 2010
Trivest Financial Group November 2006 - September 2009
Wachovia Securities April 2002 - November 2006
Lehman Brothers March 2001 - April 2002
Prudential Securities 1999 - 2001
Olde Discount 1992 - 1999
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management and Finance
McCorristin HS
NewBridge Retirement Advisors April 2012 - Present
Lewtan October 2011 - September 2012
PNC Investments August 2010 - October 2011
Beacon Capital Strategies September 2009 - August 2010
Trivest Financial Group November 2006 - September 2009
Wachovia Securities April 2002 - November 2006
Lehman Brothers March 2001 - April 2002
Prudential Securities 1999 - 2001
Olde Discount 1992 - 1999
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management and Finance
McCorristin HS
William Addiss's Lehman Brothers Experience 1995 - 2000
Job Owner/Principal Amherst Financial Training
Industry Financial Services
Experience
New York Institute of Finance 2000 - Present
Amherst Financial Training 1996 - Present
Lehman Brothers 1995 - 2000
Skills
Capital Markets Training, Derivatives Training, Program Management, Derivatives, Coaching, Asset Managment, Portfolio Management, Banking, Fixed Income, Hedge Funds, Corporate Finance, Financial Analysis, Investment Banking, Financial Markets, Capital Markets
Education
Fairfield University
BS, Finance
Wharton School of Business
Securities Industry Association Certification, Finance
New York Institute of Finance 2000 - Present
Amherst Financial Training 1996 - Present
Lehman Brothers 1995 - 2000
Skills
Capital Markets Training, Derivatives Training, Program Management, Derivatives, Coaching, Asset Managment, Portfolio Management, Banking, Fixed Income, Hedge Funds, Corporate Finance, Financial Analysis, Investment Banking, Financial Markets, Capital Markets
Education
Fairfield University
BS, Finance
Wharton School of Business
Securities Industry Association Certification, Finance
Ibraheem Abdul-Malik's Lehman Brothers Experience July 2008 - September 2008
Job Account Director at MdotM
Industry Computer Software
Experience
MdotM March 2015 - Present
Zynga September 2013 - February 2015
TinyCo July 2012 - December 2012
MdotM June 2011 - June 2012
KBW December 2010 - March 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Skills
Bloomberg, Investment Banking, Capital Markets, Equity Research, Microsoft Office, Adobe Creative Suite, Valuation, Mobile Applications, Monetization, Python, MySQL, PHP, Amazon Web Services..., Linux, Vertica, Django, Wordpress, Product Management, Google API, Mobile Games, Mergers & Acquisitions, Android, PostgreSQL, Affiliate Marketing, Data Visualization, Asana, VBA, Git, SEM, SEO, Training & Development, Mobile Advertising
Education
The University of Texas at Austin 2003 — 2008
BBA, Marketing
ESCP Europe 2008 — 2008
Programme Master Grande Ecole, International Business
MdotM March 2015 - Present
Zynga September 2013 - February 2015
TinyCo July 2012 - December 2012
MdotM June 2011 - June 2012
KBW December 2010 - March 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Skills
Bloomberg, Investment Banking, Capital Markets, Equity Research, Microsoft Office, Adobe Creative Suite, Valuation, Mobile Applications, Monetization, Python, MySQL, PHP, Amazon Web Services..., Linux, Vertica, Django, Wordpress, Product Management, Google API, Mobile Games, Mergers & Acquisitions, Android, PostgreSQL, Affiliate Marketing, Data Visualization, Asana, VBA, Git, SEM, SEO, Training & Development, Mobile Advertising
Education
The University of Texas at Austin 2003 — 2008
BBA, Marketing
ESCP Europe 2008 — 2008
Programme Master Grande Ecole, International Business
Adam Blackwood Adam Blackwood's Lehman Brothers Experience 1986 - 1991
Job SVP/Wealth Advisor at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2007 - Present
Morgan Stanley Private Wealth Management 2005 - 2007
Banc of America Securities 2003 - 2005
JP Morgan Securities 1991 - 2003
Lehman Brothers 1986 - 1991
Irving Trust (acquired by Bank of New York) 1983 - 1985
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Fixed Income, Capital Markets, Securities, Equity Research, Wealth Management, Relationship Management, Business Succession, Asset Managment, Family Office, Foundations, Nonprofits, Asset Allocation, Mergers & Acquisitions, Family Business, Institutional Sales, Marketing, Estate Planning, Series 7, Series 63, Life Insurance
Education
Emory University - Goizueta Business School
MBA, Finance, Marketing
Georgetown University - The McDonough School of Business
B.S., Marketing, Economics
Wells Fargo Private Bank 2007 - Present
Morgan Stanley Private Wealth Management 2005 - 2007
Banc of America Securities 2003 - 2005
JP Morgan Securities 1991 - 2003
Lehman Brothers 1986 - 1991
Irving Trust (acquired by Bank of New York) 1983 - 1985
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Fixed Income, Capital Markets, Securities, Equity Research, Wealth Management, Relationship Management, Business Succession, Asset Managment, Family Office, Foundations, Nonprofits, Asset Allocation, Mergers & Acquisitions, Family Business, Institutional Sales, Marketing, Estate Planning, Series 7, Series 63, Life Insurance
Education
Emory University - Goizueta Business School
MBA, Finance, Marketing
Georgetown University - The McDonough School of Business
B.S., Marketing, Economics
Ahana Namburi Ahana Namburi's Lehman Brothers Experience June 2008 - October 2008
Job Senior Financial Analyst at Capital One
Industry Financial Services
Experience
Capital One January 2012 - Present
Nomura Securities October 2008 - November 2010
Lehman Brothers June 2008 - October 2008
Hewlett packard (Decision Support and Analytics Services) April 2007 - June 2007
Skills
Financial Modeling, Equity Research, Valuation, Corporate Finance, Financial Analysis, Equity Valuation, Finance, Financial Reporting, Equities
Education
Faculty of Management Studies - University of Delhi 2006 — 2008
MBA, Finance
Dhirubhai Ambani-Institute of Information and Communication Technology 2002 — 2006
B.Tech, ICT
Timpany School 1995 — 2000
Secondary School
Capital One January 2012 - Present
Nomura Securities October 2008 - November 2010
Lehman Brothers June 2008 - October 2008
Hewlett packard (Decision Support and Analytics Services) April 2007 - June 2007
Skills
Financial Modeling, Equity Research, Valuation, Corporate Finance, Financial Analysis, Equity Valuation, Finance, Financial Reporting, Equities
Education
Faculty of Management Studies - University of Delhi 2006 — 2008
MBA, Finance
Dhirubhai Ambani-Institute of Information and Communication Technology 2002 — 2006
B.Tech, ICT
Timpany School 1995 — 2000
Secondary School
John Manganiello John Manganiello's Lehman Brothers Experience 2004 - 2005
Job Client Development Manager at RFA
Industry Financial Services
Experience
Battea- Class Action Services 2010 - 2012
UBS Investment Bank 2005 - 2009
Lehman Brothers 2004 - 2005
Morgan Stanley 2000 - 2004
Skills
Hedge Funds, Customer Service, Account Management, Securities, Fixed Income, Prime Brokerage, Mutual Funds, Equities, Settlement, CRM, Repo, Martini, Securities Lending, Client Services, Relationship Management, Operational Risk, Project Management, Salesforce.com..., Team Building
Education
Fairfield University 1993 — 1997
Bachelor of Science (BS), International Business
Pelham Memorial Highschool
Battea- Class Action Services 2010 - 2012
UBS Investment Bank 2005 - 2009
Lehman Brothers 2004 - 2005
Morgan Stanley 2000 - 2004
Skills
Hedge Funds, Customer Service, Account Management, Securities, Fixed Income, Prime Brokerage, Mutual Funds, Equities, Settlement, CRM, Repo, Martini, Securities Lending, Client Services, Relationship Management, Operational Risk, Project Management, Salesforce.com..., Team Building
Education
Fairfield University 1993 — 1997
Bachelor of Science (BS), International Business
Pelham Memorial Highschool
Yaning Wang Yaning Wang's Lehman Brothers Experience August 2001 - January 2006
Job Firewall and Network architect and Network engineering
Industry Financial Services
Experience
Merrill Lynch/Bank of America February 2006 - Present
Lehman Brothers August 2001 - January 2006
Education
Emory University 1986 — 1991
Ph.D, Physics
Merrill Lynch/Bank of America February 2006 - Present
Lehman Brothers August 2001 - January 2006
Education
Emory University 1986 — 1991
Ph.D, Physics
David Kennedy David Kennedy's Lehman Brothers Experience 1997 - 1998
Job Director, Infrastructure, Automation, Cloud
Industry Information Technology and Services
Experience
Undisclosed April 2015 - Present
Dealertrack Technologies June 2014 - April 2015
Dealertrack Technologies February 2013 - June 2014
NCH January 2012 - January 2013
NCH March 2007 - April 2012
ABeam Consulting 2006 - 2007
Solus Technologies 2003 - 2007
Credit Suisse 1998 - 2003
Credit Suisse First Boston 1997 - 2003
Lehman Brothers 1997 - 1998
Skills
Strategic Planning, Data Center, Strategy, VMware, IT Strategy, IT Management, Project Management, ERP Oracle, Oracle E-Business Suite, Microsoft Servers, SharePoint, Cloud Computing, Cloud Computing IaaS, Vendor Management, Talent Management, Talent Acquisition, IT Transformation, Entrepreneurial Startups, Manufacturing, Investment Banking, Defense Industries, Healthcare, Network Infrastructure, Disaster Recovery, Business Analysis, System Deployment, Business Process..., Business Strategy, ERP, Enterprise Architecture, Management, Program Management, Consulting, PMO, Linux, Technical Support, Leadership, Integration, Outsourcing, IT Operations, Information Technology, Entrepreneurship, SDLC, Analysis, Business Process, Process Improvement, Infrastructure, Executive Management, Project Portfolio..., PMP
Education
Excelsior College 2011 — 2011
Bachelor of Science, Business Administration
The University of New Mexico 1994 — 1997
Computer Science
Undisclosed April 2015 - Present
Dealertrack Technologies June 2014 - April 2015
Dealertrack Technologies February 2013 - June 2014
NCH January 2012 - January 2013
NCH March 2007 - April 2012
ABeam Consulting 2006 - 2007
Solus Technologies 2003 - 2007
Credit Suisse 1998 - 2003
Credit Suisse First Boston 1997 - 2003
Lehman Brothers 1997 - 1998
Skills
Strategic Planning, Data Center, Strategy, VMware, IT Strategy, IT Management, Project Management, ERP Oracle, Oracle E-Business Suite, Microsoft Servers, SharePoint, Cloud Computing, Cloud Computing IaaS, Vendor Management, Talent Management, Talent Acquisition, IT Transformation, Entrepreneurial Startups, Manufacturing, Investment Banking, Defense Industries, Healthcare, Network Infrastructure, Disaster Recovery, Business Analysis, System Deployment, Business Process..., Business Strategy, ERP, Enterprise Architecture, Management, Program Management, Consulting, PMO, Linux, Technical Support, Leadership, Integration, Outsourcing, IT Operations, Information Technology, Entrepreneurship, SDLC, Analysis, Business Process, Process Improvement, Infrastructure, Executive Management, Project Portfolio..., PMP
Education
Excelsior College 2011 — 2011
Bachelor of Science, Business Administration
The University of New Mexico 1994 — 1997
Computer Science
Madhavi Botla Madhavi Botla's Lehman Brothers Experience June 2005 - August 2005
Job Director, Business Development at Medley Global Advisors
Industry Financial Services
Experience
Medley Global Advisors July 2014 - Present
Medley Global Advisors January 2014 - July 2014
William O'Neil + Co. Inc. August 2011 - January 2014
CFRA Research An MSCI Brand January 2011 - August 2011
CFRA Research RiskMetrics October 2007 - January 2011
Bloomberg LP October 2006 - October 2007
Lehman Brothers June 2005 - August 2005
Fifth Third Securities January 2003 - March 2005
Morgan Stanley January 2000 - December 2002
Skills
Series 7, Portfolio Management, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Finance
Wright State University 1996 — 1999
Anatomy
Emory University 1991 — 1995
BS, Biology, Art History
Medley Global Advisors July 2014 - Present
Medley Global Advisors January 2014 - July 2014
William O'Neil + Co. Inc. August 2011 - January 2014
CFRA Research An MSCI Brand January 2011 - August 2011
CFRA Research RiskMetrics October 2007 - January 2011
Bloomberg LP October 2006 - October 2007
Lehman Brothers June 2005 - August 2005
Fifth Third Securities January 2003 - March 2005
Morgan Stanley January 2000 - December 2002
Skills
Series 7, Portfolio Management, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Finance
Wright State University 1996 — 1999
Anatomy
Emory University 1991 — 1995
BS, Biology, Art History
Michael Casella's Lehman Brothers Experience March 2001 - September 2008
Job Managing Director Head of Financial Planning & Analysis at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities October 2014 - July 2015
Barclays Investment Bank July 2013 - October 2014
Barclays Investment Bank November 2012 - June 2013
Barclays Capital September 2008 - November 2012
Lehman Brothers March 2001 - September 2008
Walt Disney World Company May 1998 - March 2001
Bloomingdale's November 1994 - September 1996
Skills
Fixed Income, Investment Banking, Equities, Capital Markets, Derivatives, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Trading Systems, Equity Derivatives, Portfolio Management, Asset Management, Electronic Trading, Financial Services, Corporate Finance, Series 7, Alternative Investments, Series 99, Structured Products, Credit Derivatives, Trading, Accounting, Market Risk, Finance, Bloomberg Terminal, Equity Trading, Risk Management, Credit Risk, Options, Strategy, Strategic Financial..., Financial Analysis, Management, Analysis, Market Data, Prime Brokerage, Financial Planning, Executive Management, Strategic Planning, Leadership, Mergers & Acquisitions, Business Analysis, Business Planning, Due Diligence, Budgets, Banking, Securities, Project Management, Financial Markets
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Finance
ESSEC - ESSEC Business School
MBA Exchange Program, Accounting and Finance
University at Albany, SUNY
Arts, Psychology
Guggenheim Securities October 2014 - July 2015
Barclays Investment Bank July 2013 - October 2014
Barclays Investment Bank November 2012 - June 2013
Barclays Capital September 2008 - November 2012
Lehman Brothers March 2001 - September 2008
Walt Disney World Company May 1998 - March 2001
Bloomingdale's November 1994 - September 1996
Skills
Fixed Income, Investment Banking, Equities, Capital Markets, Derivatives, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Trading Systems, Equity Derivatives, Portfolio Management, Asset Management, Electronic Trading, Financial Services, Corporate Finance, Series 7, Alternative Investments, Series 99, Structured Products, Credit Derivatives, Trading, Accounting, Market Risk, Finance, Bloomberg Terminal, Equity Trading, Risk Management, Credit Risk, Options, Strategy, Strategic Financial..., Financial Analysis, Management, Analysis, Market Data, Prime Brokerage, Financial Planning, Executive Management, Strategic Planning, Leadership, Mergers & Acquisitions, Business Analysis, Business Planning, Due Diligence, Budgets, Banking, Securities, Project Management, Financial Markets
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Finance
ESSEC - ESSEC Business School
MBA Exchange Program, Accounting and Finance
University at Albany, SUNY
Arts, Psychology
Bryan Fried Bryan Fried's Lehman Brothers Experience 1989 - 1994
Job President/Owner, Woodmasters
Industry Architecture & Planning
Experience
Woodmasters 2003 - Present
Paine Webber 1994 - 2000
Lehman Brothers 1989 - 1994
Skills
Custom Millwork Design, Client Relations, Construction Management, Project Management, Architectural Design, Cabinetry, Renovation, Customer Service, Management, Project Planning
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.),, History
Woodmasters 2003 - Present
Paine Webber 1994 - 2000
Lehman Brothers 1989 - 1994
Skills
Custom Millwork Design, Client Relations, Construction Management, Project Management, Architectural Design, Cabinetry, Renovation, Customer Service, Management, Project Planning
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.),, History
Joe Florczak's Lehman Brothers Experience June 1998 - April 2002
Job Strategic management executive
Industry Real Estate
Experience
Invitation Homes November 2012 - Present
ORIX USA Corp. September 2010 - October 2012
Joseph Freed & Associates LLC December 2006 - September 2010
ORIX Real Estate Capital Inc. June 2004 - December 2006
Lehman Brothers June 1998 - April 2002
Fulcrum International, Ltd. September 1997 - May 1998
Skills
Financial Modeling, Financial Analysis, Investments, Capital Markets, Capital Raising, Investment Banking, Real Estate Financing, Real Estate Private..., Real Estate Transactions, CMBS, Asset Managment, Asset Management, Finance, Financial Reporting, Business Intelligence, Salesforce.com..., Residential Investment..., Residential Mortgages, Real Estate Asset..., Principal Investing, Board of Directors..., Corporate Finance, M&A Experience, Corporate Development, Creative Financing, Real Estate Acquisitions, Agency MBS, Data Center, Strategy, Valuation, Real Estate, Acquisitions, Commercial Real Estate, Real Estate Economics, Investment Properties, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
Master of Business Administration (MBA), Real Estate
Fairfield University 1994 — 1998
Bachelor of Science (BS), Finance, International Business
Invitation Homes November 2012 - Present
ORIX USA Corp. September 2010 - October 2012
Joseph Freed & Associates LLC December 2006 - September 2010
ORIX Real Estate Capital Inc. June 2004 - December 2006
Lehman Brothers June 1998 - April 2002
Fulcrum International, Ltd. September 1997 - May 1998
Skills
Financial Modeling, Financial Analysis, Investments, Capital Markets, Capital Raising, Investment Banking, Real Estate Financing, Real Estate Private..., Real Estate Transactions, CMBS, Asset Managment, Asset Management, Finance, Financial Reporting, Business Intelligence, Salesforce.com..., Residential Investment..., Residential Mortgages, Real Estate Asset..., Principal Investing, Board of Directors..., Corporate Finance, M&A Experience, Corporate Development, Creative Financing, Real Estate Acquisitions, Agency MBS, Data Center, Strategy, Valuation, Real Estate, Acquisitions, Commercial Real Estate, Real Estate Economics, Investment Properties, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
Master of Business Administration (MBA), Real Estate
Fairfield University 1994 — 1998
Bachelor of Science (BS), Finance, International Business
Tiffani Chambers's Lehman Brothers Experience August 2007 - September 2008
Job
Industry Financial Services
Experience
Goldman Sachs September 2010 - Present
JP Morgan Chase December 2008 - September 2010
Lehman Brothers August 2007 - September 2008
American Express August 2004 - August 2007
Sponsors for Educational Opportunity 2004 - 2005
Booz Allen Hamilton June 1999 - January 2002
Skills
Financial Modeling, Strategy, Business Development, Financial Services, Valuation, Equities, Capital Markets, Investment Banking, Equity Research, Investments, Business Strategy, Financial Markets, Management, Strategic Planning
Education
Harvard Business School 2002 — 2004
MBA, Management
Emory University 1995 — 1999
BBA, Management
Goldman Sachs September 2010 - Present
JP Morgan Chase December 2008 - September 2010
Lehman Brothers August 2007 - September 2008
American Express August 2004 - August 2007
Sponsors for Educational Opportunity 2004 - 2005
Booz Allen Hamilton June 1999 - January 2002
Skills
Financial Modeling, Strategy, Business Development, Financial Services, Valuation, Equities, Capital Markets, Investment Banking, Equity Research, Investments, Business Strategy, Financial Markets, Management, Strategic Planning
Education
Harvard Business School 2002 — 2004
MBA, Management
Emory University 1995 — 1999
BBA, Management
Raoul Schuddeboom's Lehman Brothers Experience 2000 - 2002
Job Global Head of Investment Banking at Dealogic
Industry Financial Services
Experience
Dealogic 2011 - Present
Amba Research 2005 - February 2011
Irevna 2003 - 2005
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
Credit Suisse First Boston 1997 - 1999
BZW (Barclays de Zoete Wedd) 1995 - 1997
Skills
Capital Markets, Entrepreneurship, Private Equity, Financial Modeling, Investment Banking, Investments, Financial Analysis, Strategy, Equities, Mergers & Acquisitions, Asset Management, Finance, Due Diligence, Valuation, Mergers, Risk Management, Corporate Finance, Hedge Funds, Emerging Markets, Business Development, Financial Markets, Fixed Income
Education
University of Chicago 1993 — 1995
MBA
Erasmus University Rotterdam 1986 — 1992
MSc
Dealogic 2011 - Present
Amba Research 2005 - February 2011
Irevna 2003 - 2005
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
Credit Suisse First Boston 1997 - 1999
BZW (Barclays de Zoete Wedd) 1995 - 1997
Skills
Capital Markets, Entrepreneurship, Private Equity, Financial Modeling, Investment Banking, Investments, Financial Analysis, Strategy, Equities, Mergers & Acquisitions, Asset Management, Finance, Due Diligence, Valuation, Mergers, Risk Management, Corporate Finance, Hedge Funds, Emerging Markets, Business Development, Financial Markets, Fixed Income
Education
University of Chicago 1993 — 1995
MBA
Erasmus University Rotterdam 1986 — 1992
MSc
Mark Diverio's Lehman Brothers Experience September 1987 - June 1993
Job Finance and Investment Executive with Leadership Roles in the Corporate Sector and on Wall Street
Industry Financial Services
Experience
Shenandoah Group June 2008 - Present
Xylem Global Partners, LLC July 2006 - May 2008
Shenandoah Group July 2003 - June 2006
MeadWestvaco Corporation January 2002 - June 2003
Westvaco Corporation June 1998 - January 2002
UBS June 1993 - May 1998
Lehman Brothers September 1987 - June 1993
Merrill Lynch & Co. August 1983 - September 1987
Manufacturers Hanover Trust Company January 1980 - August 1983
First National Bank of New Jersey June 1975 - January 1980
Skills
Senior Management, Strategic Planning, Corporate Finance, Capital Markets, Mergers & Acquisitions, Executive Management, Director of Research, Corporate Development, Equity Research, Mergers, Business Strategy, Investor Relations, Asset Management, Investment Banking, Hedge Funds, Banking, Corporate Restructurings, Valuation, Project Management, Sales and Marketing, Financial Analysis, Select Treasury..., Portfolio Management, Due Diligence, Equities, Investments, Industry Analysis, Divestitures, Financial Modeling, Private Equity, Securities, Alternative Investments, Financial Markets, Strategy Development, Competitive Analysis, Start-ups, Strategy, Leadership, Fixed Income, Restructuring
Education
Harvard Business School 2004 — 2004
Executive Management Courses
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Washington & Lee University 1971 — 1975
BA, Economics
St. Peter's Prep
Shenandoah Group June 2008 - Present
Xylem Global Partners, LLC July 2006 - May 2008
Shenandoah Group July 2003 - June 2006
MeadWestvaco Corporation January 2002 - June 2003
Westvaco Corporation June 1998 - January 2002
UBS June 1993 - May 1998
Lehman Brothers September 1987 - June 1993
Merrill Lynch & Co. August 1983 - September 1987
Manufacturers Hanover Trust Company January 1980 - August 1983
First National Bank of New Jersey June 1975 - January 1980
Skills
Senior Management, Strategic Planning, Corporate Finance, Capital Markets, Mergers & Acquisitions, Executive Management, Director of Research, Corporate Development, Equity Research, Mergers, Business Strategy, Investor Relations, Asset Management, Investment Banking, Hedge Funds, Banking, Corporate Restructurings, Valuation, Project Management, Sales and Marketing, Financial Analysis, Select Treasury..., Portfolio Management, Due Diligence, Equities, Investments, Industry Analysis, Divestitures, Financial Modeling, Private Equity, Securities, Alternative Investments, Financial Markets, Strategy Development, Competitive Analysis, Start-ups, Strategy, Leadership, Fixed Income, Restructuring
Education
Harvard Business School 2004 — 2004
Executive Management Courses
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
Washington & Lee University 1971 — 1975
BA, Economics
St. Peter's Prep
Venk Gorty's Lehman Brothers Experience 1999 - 2000
Job Founder/Director of Technology
Industry Information Technology and Services
Experience
SysMind August 2000 - Present
Lehman Brothers 1999 - 2000
Education
Fairleigh Dickinson University 1996 — 1998
1998, MS Computer Science
SysMind August 2000 - Present
Lehman Brothers 1999 - 2000
Education
Fairleigh Dickinson University 1996 — 1998
1998, MS Computer Science
Marc Paget's Lehman Brothers Experience March 2007 - September 2008
Job Vice President at MUFG Americas
Industry Investment Banking
Experience
MUFG Americas 2014 - Present
Barclays Investment Bank September 2008 - 2014
Lehman Brothers March 2007 - September 2008
Freeman & Co. March 2004 - February 2007
Mellon Financial Corporation September 2002 - February 2004
Skills
Investment Banking, Business Planning, Strategy, Forecasting, Microsoft Excel, Management Accounting, Strategic Planning, Bloomberg, Capital Markets, Budget, Business Analytics, Business Objects, Client Targeting, Competitive Analysis, Data Modeling, Financial Analysis, Financial Modeling, Key Performance..., Microsoft Access, Performance Management, Management, Budgets
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Finance & Information Systems
Emory University 1998 — 2002
BBA, Finance & Information Systems
Fair Lawn High School 1994 — 1998
MUFG Americas 2014 - Present
Barclays Investment Bank September 2008 - 2014
Lehman Brothers March 2007 - September 2008
Freeman & Co. March 2004 - February 2007
Mellon Financial Corporation September 2002 - February 2004
Skills
Investment Banking, Business Planning, Strategy, Forecasting, Microsoft Excel, Management Accounting, Strategic Planning, Bloomberg, Capital Markets, Budget, Business Analytics, Business Objects, Client Targeting, Competitive Analysis, Data Modeling, Financial Analysis, Financial Modeling, Key Performance..., Microsoft Access, Performance Management, Management, Budgets
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Finance & Information Systems
Emory University 1998 — 2002
BBA, Finance & Information Systems
Fair Lawn High School 1994 — 1998
Suresh Thammuraj's Lehman Brothers Experience April 2006 - September 2008
Job Head of Credit Risk IT Americas at RBS Markets and International Banking
Industry Investment Banking
Experience
RBS Markets and International Banking June 2014 - Present
Credit Risk Technology at RBS Global Banking & Markets July 2010 - Present
Barclays Wealth February 2009 - July 2010
Barclays Wealth September 2008 - February 2009
Lehman Brothers April 2006 - September 2008
Pitney Bowes August 2000 - April 2006
GDI Infotech May 1999 - August 2000
Skills
WCF, Microsoft SQL Server, Web Services, Software Development, C#, .NET, UML, Agile Methodologies, Requirements Analysis, WPF, Enterprise Architecture, Leadership, Trading Systems, Design Patterns, Databases, Management
Education
Fairfield University 2003 — 2005
MS
Manonmaniam Sundaranar University 1995 — 1996
ME
Govt College of Engineering 1988 — 1992
BE
Sankar Institute of Ploytechnic 1985 — 1988
DEEE
RBS Markets and International Banking June 2014 - Present
Credit Risk Technology at RBS Global Banking & Markets July 2010 - Present
Barclays Wealth February 2009 - July 2010
Barclays Wealth September 2008 - February 2009
Lehman Brothers April 2006 - September 2008
Pitney Bowes August 2000 - April 2006
GDI Infotech May 1999 - August 2000
Skills
WCF, Microsoft SQL Server, Web Services, Software Development, C#, .NET, UML, Agile Methodologies, Requirements Analysis, WPF, Enterprise Architecture, Leadership, Trading Systems, Design Patterns, Databases, Management
Education
Fairfield University 2003 — 2005
MS
Manonmaniam Sundaranar University 1995 — 1996
ME
Govt College of Engineering 1988 — 1992
BE
Sankar Institute of Ploytechnic 1985 — 1988
DEEE
Alan Halperin, CPA's Lehman Brothers Experience 1990 - 1999
Job Senior Finance Manager at Portigon AG (formerly WestLB)
Industry Financial Services
Experience
Halperin Consulting, LLC January 2015 - Present
Portigon Financial Services (formerly WestLB) February 1999 - Present
Molloy College September 2012 - Present
Lehman Brothers 1990 - 1999
J.P. Morgan 1984 - 1990
Arthur Andersen & Company 1981 - 1984
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Credit Derivatives, Financial Analysis, Emerging Markets, Investment Advisory, Investment Banking, Structured Finance, Structured Products, Valuation, Product Control, Portfolio Management, Commodity, Credit, Analysis, Management, Investments, Financial Accounting, Accounting Policy, Managment Reporting, Financial Regulation, Private Equity, Asset Managment, Securitization, Finance, Auditing, Accounting, Internal Controls, Asset Management
Education
Emory University - Goizueta Business School
MBA, Finance, Accounting
University of Rochester
BA, Biology
Halperin Consulting, LLC January 2015 - Present
Portigon Financial Services (formerly WestLB) February 1999 - Present
Molloy College September 2012 - Present
Lehman Brothers 1990 - 1999
J.P. Morgan 1984 - 1990
Arthur Andersen & Company 1981 - 1984
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Credit Derivatives, Financial Analysis, Emerging Markets, Investment Advisory, Investment Banking, Structured Finance, Structured Products, Valuation, Product Control, Portfolio Management, Commodity, Credit, Analysis, Management, Investments, Financial Accounting, Accounting Policy, Managment Reporting, Financial Regulation, Private Equity, Asset Managment, Securitization, Finance, Auditing, Accounting, Internal Controls, Asset Management
Education
Emory University - Goizueta Business School
MBA, Finance, Accounting
University of Rochester
BA, Biology
Noah Hauser, CFA's Lehman Brothers Experience July 2008 - September 2008
Job Sr. Research Analyst Utilities
Industry Investment Management
Experience
Nuveen Investments August 2015 - Present
Xcel Energy July 2014 - August 2015
Millennium Partners - Decade Capital May 2012 - May 2014
Barclays Capital September 2008 - May 2012
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Skills
Valuation, Financial Modeling, Equity Research, Hedge Funds, Equities, Capital Markets, Equity Valuation, Corporate Finance, Alternative Investments, Fixed Income
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Accounting
Saint Paul Academy 2000 — 2004
Nuveen Investments August 2015 - Present
Xcel Energy July 2014 - August 2015
Millennium Partners - Decade Capital May 2012 - May 2014
Barclays Capital September 2008 - May 2012
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Skills
Valuation, Financial Modeling, Equity Research, Hedge Funds, Equities, Capital Markets, Equity Valuation, Corporate Finance, Alternative Investments, Fixed Income
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Accounting
Saint Paul Academy 2000 — 2004
Alex Kolb, CFA's Lehman Brothers Experience July 2004 - January 2007
Job Analyst at Camber Capital Management
Industry Financial Services
Experience
Camber Capital Management February 2009 - Present
Great Point Partners January 2007 - December 2008
Lehman Brothers July 2004 - January 2007
Education
Emory University 2000 — 2004
Shaker Heights High School 1996 — 2000
Camber Capital Management February 2009 - Present
Great Point Partners January 2007 - December 2008
Lehman Brothers July 2004 - January 2007
Education
Emory University 2000 — 2004
Shaker Heights High School 1996 — 2000
Matt Friedman's Lehman Brothers Experience September 1996 - August 1998
Job Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2000 - Present
Lehman Brothers September 1996 - August 1998
Arthur Andersen & Co. September 1994 - August 1996
Skills
Hedge Funds, Series 7, Bloomberg, Equity Valuation, Valuation, Alternative Investments, Value Investing, Financial Modeling, Series 63, Investment Strategies, Stock Picking, Asset Allocation, Options Strategies, Investment Banking, Securities, Fixed Income, Financial Services, Portfolio Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Emory University - Goizueta Business School 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Parsippany High School 1986 — 1990
Fidelity Investments September 2000 - Present
Lehman Brothers September 1996 - August 1998
Arthur Andersen & Co. September 1994 - August 1996
Skills
Hedge Funds, Series 7, Bloomberg, Equity Valuation, Valuation, Alternative Investments, Value Investing, Financial Modeling, Series 63, Investment Strategies, Stock Picking, Asset Allocation, Options Strategies, Investment Banking, Securities, Fixed Income, Financial Services, Portfolio Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Emory University - Goizueta Business School 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Parsippany High School 1986 — 1990
Joseph DePirri's Lehman Brothers Experience June 2002 - July 2004
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas February 2010 - Present
BNP Paribas October 2004 - February 2010
Lehman Brothers June 2002 - July 2004
Lehman Brothers January 2001 - May 2002
Lehman Brothers September 1998 - December 2000
Education
Fairleigh Dickinson University 1985 — 1989
BNP Paribas February 2010 - Present
BNP Paribas October 2004 - February 2010
Lehman Brothers June 2002 - July 2004
Lehman Brothers January 2001 - May 2002
Lehman Brothers September 1998 - December 2000
Education
Fairleigh Dickinson University 1985 — 1989
Roseann Santaniello's Lehman Brothers Experience 2007 - September 2008
Job Manager, FP&A at WebMD
Industry Financial Services
Experience
WebMD September 2008 - Present
Lehman Brothers 2007 - September 2008
Lehman Brothers 2005 - 2007
UBS Investment Bank 2003 - 2005
UBS Investment Bank 2000 - 2003
UBS Investment Bank 1998 - 2000
Education
Fairfield University 1999 — 2002
MBA, Finance
Fairfield University 1994 — 1998
BS, Management & Marketing
WebMD September 2008 - Present
Lehman Brothers 2007 - September 2008
Lehman Brothers 2005 - 2007
UBS Investment Bank 2003 - 2005
UBS Investment Bank 2000 - 2003
UBS Investment Bank 1998 - 2000
Education
Fairfield University 1999 — 2002
MBA, Finance
Fairfield University 1994 — 1998
BS, Management & Marketing
Gordon McKemie, CFA's Lehman Brothers Experience July 2007 - September 2008
Job Vice President at GSO Capital Partners
Industry Capital Markets
Experience
GSO Capital Partners February 2012 - Present
Citigroup September 2010 - February 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Skills
Investment Banking, Capital Markets, High Yield, Hedge Funds, Bloomberg, Trading, Equities, Fixed Income, Alternative Investments, Financial Modeling, Private Equity, Valuation, LBO, Series 7, Leveraged Finance, Securities, Derivatives, Equity Research, Credit Derivatives, Structured Products, Bonds, Portfolio Management, Structured Finance, Corporate Finance
Education
Emory University - Goizueta Business School 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Georgia Institute of Technology
duPont Manual High School
GSO Capital Partners February 2012 - Present
Citigroup September 2010 - February 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Skills
Investment Banking, Capital Markets, High Yield, Hedge Funds, Bloomberg, Trading, Equities, Fixed Income, Alternative Investments, Financial Modeling, Private Equity, Valuation, LBO, Series 7, Leveraged Finance, Securities, Derivatives, Equity Research, Credit Derivatives, Structured Products, Bonds, Portfolio Management, Structured Finance, Corporate Finance
Education
Emory University - Goizueta Business School 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Georgia Institute of Technology
duPont Manual High School
Joyce Arencibia's Lehman Brothers Experience January 2000 - September 2003
Job Executive Director, Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley January 2008 - December 2011
Lehman Brothers January 2000 - September 2003
Skills
Human Resources, Human Capital
Education
Fairfield University 1994 — 1998
Bachelor of Science (BS), Accounting
Morgan Stanley January 2012 - Present
Morgan Stanley January 2008 - December 2011
Lehman Brothers January 2000 - September 2003
Skills
Human Resources, Human Capital
Education
Fairfield University 1994 — 1998
Bachelor of Science (BS), Accounting
Dennis Jakubovitz's Lehman Brothers Experience January 2001 - January 2002
Job Director Contract Administration at Fiserv
Industry Financial Services
Experience
FISERV, Inc January 2008 - Present
Bank of Oklahoma February 2006 - January 2008
Citigroup 2005 - 2006
Societe Generale 2002 - 2005
Lehman Brothers January 2001 - January 2002
Lehman Brothers January 2000 - January 2001
Lehman Brothers January 2000 - January 2001
Skills
Strategic Sourcing, Process Improvement, Procurement, Outsourcing, Risk Management, Sourcing, Vendor Management, Contract Management, Telecommunications, Change Management, Financial Services, Global Sourcing, Team Building
Education
Fairleigh Dickinson University
MBA, International Business
Kean University
FISERV, Inc January 2008 - Present
Bank of Oklahoma February 2006 - January 2008
Citigroup 2005 - 2006
Societe Generale 2002 - 2005
Lehman Brothers January 2001 - January 2002
Lehman Brothers January 2000 - January 2001
Lehman Brothers January 2000 - January 2001
Skills
Strategic Sourcing, Process Improvement, Procurement, Outsourcing, Risk Management, Sourcing, Vendor Management, Contract Management, Telecommunications, Change Management, Financial Services, Global Sourcing, Team Building
Education
Fairleigh Dickinson University
MBA, International Business
Kean University
Danie McHugh's Lehman Brothers Experience June 2007 - September 2008
Job Partner at Summit Trail Advisors
Industry Investment Management
Experience
Summit Trail Advisors July 2015 - Present
Barclays September 2008 - July 2015
Lehman Brothers June 2007 - September 2008
Lehman Brothers September 2003 - June 2007
Lehman Brothers 2003 - 2005
Morgan Stanley Investment Management 1999 - 2003
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA
Fairfield University 1993 — 1997
B.A., Communications
St Ignatius College Prep 1992 — 1994
Academy of the Sacred Heart 1980 — 1989
Summit Trail Advisors July 2015 - Present
Barclays September 2008 - July 2015
Lehman Brothers June 2007 - September 2008
Lehman Brothers September 2003 - June 2007
Lehman Brothers 2003 - 2005
Morgan Stanley Investment Management 1999 - 2003
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA
Fairfield University 1993 — 1997
B.A., Communications
St Ignatius College Prep 1992 — 1994
Academy of the Sacred Heart 1980 — 1989
Peter Connerth's Lehman Brothers Experience 2006 - 2008
Job Employee Benefits Advisor at Boone, Brandon, Johnston & Evans
Industry Insurance
Experience
Boone, Brandon, Johnston & Evans 2010 - Present
Sun Life Financial 2008 - 2010
Lehman Brothers 2006 - 2008
Skills
Employee Benefits, Disability Insurance, Life Insurance, Retirement, Fixed Annuities, Insurance, Benefits Administration, Health Insurance, Term Life Insurance, Workers Compensation
Education
Emory University
University of Kentucky
BS
Boone, Brandon, Johnston & Evans 2010 - Present
Sun Life Financial 2008 - 2010
Lehman Brothers 2006 - 2008
Skills
Employee Benefits, Disability Insurance, Life Insurance, Retirement, Fixed Annuities, Insurance, Benefits Administration, Health Insurance, Term Life Insurance, Workers Compensation
Education
Emory University
University of Kentucky
BS
Greg Solometo's Lehman Brothers Experience July 1999 - May 2008
Job Vice President at Lehman Brothers
Industry Banking
Experience
Deutsche Bank Securities July 2008 - Present
Lehman Brothers July 1999 - May 2008
Paine Webber 1996 - 1999
Education
Emory University 1991 — 1995
BA, European History
Deutsche Bank Securities July 2008 - Present
Lehman Brothers July 1999 - May 2008
Paine Webber 1996 - 1999
Education
Emory University 1991 — 1995
BA, European History
Hector Ivan Velez's Lehman Brothers Experience February 2006 - September 2008
Job Senior Legal Counsel at HSBC Securities (USA) Inc.
Industry Banking
Experience
HSBC Securities July 2013 - Present
Barclays Capital September 2008 - July 2013
Lehman Brothers February 2006 - September 2008
Citi October 2004 - February 2006
Bovis Lend Lease June 2001 - October 2004
Peckar & Abramson, P.C. September 1999 - May 2001
Education
Fordham University School of Law 1996 — 1999
JD, Legal
Fairfield University 1992 — 1996
HSBC Securities July 2013 - Present
Barclays Capital September 2008 - July 2013
Lehman Brothers February 2006 - September 2008
Citi October 2004 - February 2006
Bovis Lend Lease June 2001 - October 2004
Peckar & Abramson, P.C. September 1999 - May 2001
Education
Fordham University School of Law 1996 — 1999
JD, Legal
Fairfield University 1992 — 1996
Brad Willcox's Lehman Brothers Experience December 2007 - September 2008
Job IT Portfolio Management, Process and Reporting at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
UMT November 2007 - February 2012
Lehman Brothers Holdings Inc. February 2010 - August 2010
Barclays Capital January 2009 - January 2010
Lehman Brothers December 2007 - September 2008
Results Positive, Inc. March 2007 - November 2007
Fidelity Investments March 2007 - July 2007
SDG Corporation June 2006 - March 2007
Techlogix, Inc February 2004 - March 2006
GE Commercial Finance 2004 - 2006
Skills
Process Engineering, Process Optimization, PMO, Program Management, SDLC, Investment Banking, Project Portfolio..., Change Management, Software Project..., HP PPM, Entrepreneurship, Process Improvement, Governance, Project Management
Education
Fairfield University 1998 — 2000
MBA, Information Technology
Fairfield University 1991 — 1995
BS, Management
Morgan Stanley August 2010 - Present
UMT November 2007 - February 2012
Lehman Brothers Holdings Inc. February 2010 - August 2010
Barclays Capital January 2009 - January 2010
Lehman Brothers December 2007 - September 2008
Results Positive, Inc. March 2007 - November 2007
Fidelity Investments March 2007 - July 2007
SDG Corporation June 2006 - March 2007
Techlogix, Inc February 2004 - March 2006
GE Commercial Finance 2004 - 2006
Skills
Process Engineering, Process Optimization, PMO, Program Management, SDLC, Investment Banking, Project Portfolio..., Change Management, Software Project..., HP PPM, Entrepreneurship, Process Improvement, Governance, Project Management
Education
Fairfield University 1998 — 2000
MBA, Information Technology
Fairfield University 1991 — 1995
BS, Management
Colleen Dooley's Lehman Brothers Experience 1989 - 1997
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 1997 - Present
Lehman Brothers 1989 - 1997
Lehman Brothers 1989 - 1997
Skills
Capital Markets, Risk Management, Financial Analysis, Strategic Planning, FINRA, Real Estate, Microsoft Excel, Analysis, Microsoft Office, Salesforce.com, Marketing, PowerPoint, Negotiation, Series 7, Series 63
Education
Fairfield University 1985 — 1989
Bachelor's degree, Psychology
JPMorgan Chase April 1997 - Present
Lehman Brothers 1989 - 1997
Lehman Brothers 1989 - 1997
Skills
Capital Markets, Risk Management, Financial Analysis, Strategic Planning, FINRA, Real Estate, Microsoft Excel, Analysis, Microsoft Office, Salesforce.com, Marketing, PowerPoint, Negotiation, Series 7, Series 63
Education
Fairfield University 1985 — 1989
Bachelor's degree, Psychology
Alejandro Pou Cuturi's Lehman Brothers Experience Managing DirectorEFG Financial Products AGApril 2008 - Present
Job Managing Director at EFG Financial Products AG
Industry Financial Services
Experience
Lehman Brothers Managing DirectorEFG Financial Products AGApril 2008 - Present
Education
ESSEC 1996 — 1999
Lehman Brothers Managing DirectorEFG Financial Products AGApril 2008 - Present
Education
ESSEC 1996 — 1999
Michael Riebling's Lehman Brothers Experience June 1998 - June 1999
Job Global Account Director at ITRS
Industry Financial Services
Experience
ITRS January 2014 - Present
NYSE Euronext June 2013 - January 2014
Fidessa May 2001 - March 2013
Credit Suisse October 2000 - March 2001
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Lehman Brothers June 1998 - June 1999
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Trading, Financial Markets, Order Management, Equity Trading, Derivatives, Options, Fixed Income, Capital Markets, Business Analysis, Back Office, Financial Services, Fidessa
Education
Fairfield University 1994 — 1998
Bachelor of Science, Finance and Information Systems
American Institue for Foreign Study 1996 — 1997
International Business
ITRS January 2014 - Present
NYSE Euronext June 2013 - January 2014
Fidessa May 2001 - March 2013
Credit Suisse October 2000 - March 2001
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Lehman Brothers June 1998 - June 1999
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Trading, Financial Markets, Order Management, Equity Trading, Derivatives, Options, Fixed Income, Capital Markets, Business Analysis, Back Office, Financial Services, Fidessa
Education
Fairfield University 1994 — 1998
Bachelor of Science, Finance and Information Systems
American Institue for Foreign Study 1996 — 1997
International Business
Steve Owens's Lehman Brothers Experience 1993 - 1996
Job Managing Director at Staple Street Capital
Industry Venture Capital & Private Equity
Experience
Staple Street Capital 2009 - Present
The Carlyle Group 1998 - 2009
Lehman Brothers 1993 - 1996
Skills
Private Equity, Investments, Buyouts, Debt, Restructuring
Education
Emory University
Harvard Business School
Staple Street Capital 2009 - Present
The Carlyle Group 1998 - 2009
Lehman Brothers 1993 - 1996
Skills
Private Equity, Investments, Buyouts, Debt, Restructuring
Education
Emory University
Harvard Business School
Chris Finazzo's Lehman Brothers Experience May 2007 - August 2007
Job Corporate & Organizational Communication
Industry Public Relations and Communications
Experience
Alliant Technologies November 2010 - March 2011
The Borough of Chatham July 2009 - September 2009
Mass Transmit June 2008 - August 2008
Rider University January 2008 - May 2008
Lehman Brothers May 2007 - August 2007
Rider University September 2006 - January 2007
Overlook Hospital July 2006 - August 2006
Library of The Chathams January 2002 - August 2005
Skills
Firefox, MySQL, ActionScript, Adobe Creative Suite, Basecamp, Microsoft Office, Google Analytics, Final Cut Pro, Git, OS X, Corporate Communications, Organizational..., Marketing Communications, Public Relations, Media Relations, Social Media, Blogging, Microsoft Windows, Internet Explorer, Safari, Chrome, WordPress, RSA SecurID, VMware, HTML, CSS, Web Design, VCS, ePub, AP Style, Newsletters, Style Guides, Visio, Software Documentation, Content Management, Email Marketing, Marketing, Integrated Marketing, Advertising, Internal Communications, Facebook, Management, Program Management, Social Media Marketing, Social Networking, System Administration, Databases, Training, Windows, Employee Training
Education
Fairleigh Dickinson University 2010 — 2013
Master of Arts, Corporate & Organizational Communication
Rider University 2005 — 2009
Bachelor of Arts, Communications
Chatham High School 2001 — 2005
Alliant Technologies November 2010 - March 2011
The Borough of Chatham July 2009 - September 2009
Mass Transmit June 2008 - August 2008
Rider University January 2008 - May 2008
Lehman Brothers May 2007 - August 2007
Rider University September 2006 - January 2007
Overlook Hospital July 2006 - August 2006
Library of The Chathams January 2002 - August 2005
Skills
Firefox, MySQL, ActionScript, Adobe Creative Suite, Basecamp, Microsoft Office, Google Analytics, Final Cut Pro, Git, OS X, Corporate Communications, Organizational..., Marketing Communications, Public Relations, Media Relations, Social Media, Blogging, Microsoft Windows, Internet Explorer, Safari, Chrome, WordPress, RSA SecurID, VMware, HTML, CSS, Web Design, VCS, ePub, AP Style, Newsletters, Style Guides, Visio, Software Documentation, Content Management, Email Marketing, Marketing, Integrated Marketing, Advertising, Internal Communications, Facebook, Management, Program Management, Social Media Marketing, Social Networking, System Administration, Databases, Training, Windows, Employee Training
Education
Fairleigh Dickinson University 2010 — 2013
Master of Arts, Corporate & Organizational Communication
Rider University 2005 — 2009
Bachelor of Arts, Communications
Chatham High School 2001 — 2005
Mark Mario's Lehman Brothers Experience *lehman brother2005 - 2010
Job vp at Lehman Brothers
Industry Telecommunications
Experience
Lehman Brothers *lehman brother2005 - 2010
lehman brothers 2000 - 2006
Education
Stony Brook University 1999 — 2007
Fachhochschule Wiener Neustadt 1991 — 1994
Lehman Brothers *lehman brother2005 - 2010
lehman brothers 2000 - 2006
Education
Stony Brook University 1999 — 2007
Fachhochschule Wiener Neustadt 1991 — 1994
Sampat, Samir's Lehman Brothers Experience 2000 - 2003
Job Vice President at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald Grad studentEmory University - Goizueta Business School2003 - 2005
Lehman Brothers 2000 - 2003
Education
Emory University - Goizueta Business School 2003 — 2005
mba, finance
Cantor Fitzgerald Grad studentEmory University - Goizueta Business School2003 - 2005
Lehman Brothers 2000 - 2003
Education
Emory University - Goizueta Business School 2003 — 2005
mba, finance
John R. McDonald Jr.'s Lehman Brothers Experience June 1983 - October 1993
Job Founder/CEO UrbanRedux LLC
Industry Real Estate
Experience
UrbanRedux LLC November 2014 - Present
SourcedCapital September 2013 - November 2014
Hunthill Capital LLC February 2012 - August 2013
Hunthill/Lily Pond Capital Management September 2009 - January 2012
Hunthill/LyonRoss Capital Management February 2007 - August 2009
Hunthill Capital LLC May 2004 - January 2007
Metacapital Management January 2001 - April 2004
Lehman Brothers Europe November 1993 - May 2000
Lehman Brothers June 1983 - October 1993
Chase Manhattan Bank July 1982 - May 1983
Skills
Investments, Asset Management, Portfolio Management, Risk Management, Wealth Management, Capital Markets, Financial Analysis, Retirement Planning, Equities, Financial Services, Strategic Planning, Management Consulting, Fixed Income, Commercial Real Estate, Real Estate Development, Friendly Personality, Hedge Funds, Real Estate Economics
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Science (M.S.), Real Estate Development
Fairfield University 1978 — 1982
Bachelor of Arts (B.A.), Double Major: Economics and American Studies, Minor: Accounting
UrbanRedux LLC November 2014 - Present
SourcedCapital September 2013 - November 2014
Hunthill Capital LLC February 2012 - August 2013
Hunthill/Lily Pond Capital Management September 2009 - January 2012
Hunthill/LyonRoss Capital Management February 2007 - August 2009
Hunthill Capital LLC May 2004 - January 2007
Metacapital Management January 2001 - April 2004
Lehman Brothers Europe November 1993 - May 2000
Lehman Brothers June 1983 - October 1993
Chase Manhattan Bank July 1982 - May 1983
Skills
Investments, Asset Management, Portfolio Management, Risk Management, Wealth Management, Capital Markets, Financial Analysis, Retirement Planning, Equities, Financial Services, Strategic Planning, Management Consulting, Fixed Income, Commercial Real Estate, Real Estate Development, Friendly Personality, Hedge Funds, Real Estate Economics
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Science (M.S.), Real Estate Development
Fairfield University 1978 — 1982
Bachelor of Arts (B.A.), Double Major: Economics and American Studies, Minor: Accounting
Lisa Kennish's Lehman Brothers Experience July 2007 - March 2008
Job Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2009 - Present
Lehman Brothers/Neuberger Berman March 2008 - April 2009
Lehman Brothers July 2007 - March 2008
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Marketing
Neuberger Berman April 2009 - Present
Lehman Brothers/Neuberger Berman March 2008 - April 2009
Lehman Brothers July 2007 - March 2008
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Marketing
Ricky Singh's Lehman Brothers Experience January 2008 - September 2008
Job AVP Prod Risk Control at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers January 2008 - September 2008
Skills
Prime Brokerage, Series 7, Equities, Client Service, Product Management, Series 63
Education
Fairfield University
Barclays Capital September 2008 - Present
Lehman Brothers January 2008 - September 2008
Skills
Prime Brokerage, Series 7, Equities, Client Service, Product Management, Series 63
Education
Fairfield University
Yaning Wang's Lehman Brothers Experience January 2001 - January 2006
Job Engineer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch/Bank of America February 2006 - Present
Lehman Brothers January 2001 - January 2006
Education
Emory University 1986 — 1991
Ph.D, Physics
Merrill Lynch/Bank of America February 2006 - Present
Lehman Brothers January 2001 - January 2006
Education
Emory University 1986 — 1991
Ph.D, Physics
Alan Cohn's Lehman Brothers Experience April 2006 - September 2008
Job Trader at Millennium Partners
Industry Financial Services
Experience
Millennium Partners July 2014 - Present
Nomura January 2013 - June 2014
Nomura September 2011 - January 2013
Nomura October 2009 - September 2011
Barclays September 2008 - October 2009
Lehman Brothers April 2006 - September 2008
Skills
Options, Structured Products, Swaps, Derivatives, Middle Office, Interest Rate..., Trading, Securities, Inflation, Asset Management, Interest Rate Swaps, Bloomberg, Treasury, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Quantitative Finance, Economics
Fairleigh Dickinson University 2004 — 2006
B.A., Business Concentration
Millennium Partners July 2014 - Present
Nomura January 2013 - June 2014
Nomura September 2011 - January 2013
Nomura October 2009 - September 2011
Barclays September 2008 - October 2009
Lehman Brothers April 2006 - September 2008
Skills
Options, Structured Products, Swaps, Derivatives, Middle Office, Interest Rate..., Trading, Securities, Inflation, Asset Management, Interest Rate Swaps, Bloomberg, Treasury, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Quantitative Finance, Economics
Fairleigh Dickinson University 2004 — 2006
B.A., Business Concentration
Alex Woo's Lehman Brothers Experience June 2008 - August 2008
Job Vice President at Lazard
Industry Investment Banking
Experience
Pier 1 Imports June 2015 - Present
Lazard March 2013 - May 2015
Lazard Freres & Co. August 2009 - December 2013
Lehman Brothers June 2008 - August 2008
ENSCO International June 2003 - August 2007
Skills
Mergers, Oilfield Services, Restructuring, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Energy, Investment Banking, Leveraged Finance, Business Valuation, Strategy Development, Business Strategy, Capital Markets, Private Equity, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Finance
Emory University 1999 — 2003
BA, Economics
Pier 1 Imports June 2015 - Present
Lazard March 2013 - May 2015
Lazard Freres & Co. August 2009 - December 2013
Lehman Brothers June 2008 - August 2008
ENSCO International June 2003 - August 2007
Skills
Mergers, Oilfield Services, Restructuring, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Energy, Investment Banking, Leveraged Finance, Business Valuation, Strategy Development, Business Strategy, Capital Markets, Private Equity, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Finance
Emory University 1999 — 2003
BA, Economics
Neal Rick's Lehman Brothers Experience 2005 - 2008
Job Assistant General Manager at Westfield
Industry Real Estate
Experience
Westfield August 2015 - Present
Arker Companies March 2010 - July 2015
Perseus Capital Management March 2008 - February 2009
Lehman Brothers 2005 - 2008
Skills
Asset Management, Financial Modeling, Property Management, Real Estate, Valuation, Real Estate Economics, Real Estate Development, Due Diligence, Investments, Commercial Real Estate
Education
New York University 2011 — 2014
MS, Real Estate Finance and Investment
Emory University 1998 — 2002
BBA, Finance
Westfield August 2015 - Present
Arker Companies March 2010 - July 2015
Perseus Capital Management March 2008 - February 2009
Lehman Brothers 2005 - 2008
Skills
Asset Management, Financial Modeling, Property Management, Real Estate, Valuation, Real Estate Economics, Real Estate Development, Due Diligence, Investments, Commercial Real Estate
Education
New York University 2011 — 2014
MS, Real Estate Finance and Investment
Emory University 1998 — 2002
BBA, Finance
Marilyn Law's Lehman Brothers Experience 2001 - 2008
Job Deputy CIO Soros Foundation
Industry Nonprofit Organization Management
Experience
Soros Foundation February 2012 - Present
Clark-Carroll Consulting 2008 - March 2012
Barclays Capital 2008 - 2008
Lehman Brothers 2001 - 2008
Primedia 1999 - 2001
Cendant 1995 - 1999
Education
Fairfield University
BS, Accounting
Fordham Gabelli School of Business
MBA, Finance
Soros Foundation February 2012 - Present
Clark-Carroll Consulting 2008 - March 2012
Barclays Capital 2008 - 2008
Lehman Brothers 2001 - 2008
Primedia 1999 - 2001
Cendant 1995 - 1999
Education
Fairfield University
BS, Accounting
Fordham Gabelli School of Business
MBA, Finance
Jay Zoufaly's Lehman Brothers Experience October 2006 - September 2008
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers October 2006 - September 2008
JP Morgan Chase August 2004 - October 2006
Deutsche Bank December 1999 - August 2004
Prudential Insurance June 1998 - December 1999
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Financial Services, Finance
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance
Fairleigh Dickinson University 1984 — 1988
BS, Finance
Deutsche Bank June 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers October 2006 - September 2008
JP Morgan Chase August 2004 - October 2006
Deutsche Bank December 1999 - August 2004
Prudential Insurance June 1998 - December 1999
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Financial Services, Finance
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance
Fairleigh Dickinson University 1984 — 1988
BS, Finance
Kevin Mahn's Lehman Brothers Experience 1993 - 2004
Job President and Chief Investment Officer at Hennion & Walsh Asset Management
Industry Financial Services
Experience
Hennion & Walsh 2004 - Present
Lehman Brothers 1993 - 2004
Skills
Mutual Funds, Asset Allocation, ETFs, Asset Management, Wealth Management, Portfolio Management, Investments, Financial Advisory, Structured Products, Securities, Fixed Income, Strategic Financial..., Finance, Series 7, Equities, Financial Services, Asset Managment, Unit Investment Trusts, Bonds, Financial Risk, Closed-end Funds, Stocks, Investment Strategies, Trading, Financial Markets, Derivatives, Retirement Planning, Risk Management, Equity Research, Morningstar, Bloomberg, Economics, Investment Advisory
Education
Muhlenberg College 1987 — 1991
B.A., Business Administration
Fairleigh Dickinson University 1991 — 1993
M.B.A., Finance (Investments)
James Caldwell High School 1984 — 1987
Hennion & Walsh 2004 - Present
Lehman Brothers 1993 - 2004
Skills
Mutual Funds, Asset Allocation, ETFs, Asset Management, Wealth Management, Portfolio Management, Investments, Financial Advisory, Structured Products, Securities, Fixed Income, Strategic Financial..., Finance, Series 7, Equities, Financial Services, Asset Managment, Unit Investment Trusts, Bonds, Financial Risk, Closed-end Funds, Stocks, Investment Strategies, Trading, Financial Markets, Derivatives, Retirement Planning, Risk Management, Equity Research, Morningstar, Bloomberg, Economics, Investment Advisory
Education
Muhlenberg College 1987 — 1991
B.A., Business Administration
Fairleigh Dickinson University 1991 — 1993
M.B.A., Finance (Investments)
James Caldwell High School 1984 — 1987
Robert Piszko's Lehman Brothers Experience June 2000 - September 2008
Job Director Securitized Product Sales at BNP Paribas
Industry Financial Services
Experience
BNP Paribas July 2014 - Present
Guggenheim Securities January 2013 - June 2014
UBS Securities Co., Ltd June 2010 - November 2012
Keefe, Bruyette & Woods January 2009 - June 2010
Lehman Brothers June 2000 - September 2008
Education
Fairfield University 1995 — 1999
B.A., Economics
BNP Paribas July 2014 - Present
Guggenheim Securities January 2013 - June 2014
UBS Securities Co., Ltd June 2010 - November 2012
Keefe, Bruyette & Woods January 2009 - June 2010
Lehman Brothers June 2000 - September 2008
Education
Fairfield University 1995 — 1999
B.A., Economics
Chad Lackey, CPA's Lehman Brothers Experience October 2004 - September 2008
Job Asset Management / Accounting
Industry Financial Services
Experience
Beacon Financial Advisers / Jones, McKnight & Edmonson, P.C. May 2010 - Present
Lehman Brothers October 2004 - September 2008
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Master of Accounting & Financial Management, Accounting and Finance
Emory University - Goizueta Business School 1998 — 2002
Beacon Financial Advisers / Jones, McKnight & Edmonson, P.C. May 2010 - Present
Lehman Brothers October 2004 - September 2008
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Master of Accounting & Financial Management, Accounting and Finance
Emory University - Goizueta Business School 1998 — 2002
Joanie Genirs's Lehman Brothers Experience July 1991 - September 2008
Job Managing Director, Barclays Capital
Industry Banking
Experience
Barclays Capital January 2011 - Present
Barclays Capital September 2008 - Present
Lehman Brothers July 1991 - September 2008
Lehman Brothers (now Barclays Capital) 1991 - 2008
Education
Fairfield University 1987 — 1991
BS, Economics, Marketing
Barclays Capital January 2011 - Present
Barclays Capital September 2008 - Present
Lehman Brothers July 1991 - September 2008
Lehman Brothers (now Barclays Capital) 1991 - 2008
Education
Fairfield University 1987 — 1991
BS, Economics, Marketing
Adam Sheetz's Lehman Brothers Experience July 2005 - September 2008
Job Sheetz, Inc.
Industry Retail
Experience
Sheetz May 2010 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2005 - September 2008
Education
Emory University - Goizueta Business School 2009 — 2010
M.B.A.
Penn State University 2001 — 2005
B.S.
Sheetz May 2010 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2005 - September 2008
Education
Emory University - Goizueta Business School 2009 — 2010
M.B.A.
Penn State University 2001 — 2005
B.S.
Jean Cafazzo Hopkins's Lehman Brothers Experience February 1983 - November 1986
Job Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 1997 - Present
Merrill Lynch November 1986 - February 1997
Lehman Brothers February 1983 - November 1986
Skills
Wealth Management, Series 7, Investments, Equities, Capital Markets, Series 63, Mutual Funds, Asset Allocation, Finance, Financial Planning
Education
Emmanuel College 1979 — 1983
BA, Math/Business Administration
Morgan Stanley February 1997 - Present
Merrill Lynch November 1986 - February 1997
Lehman Brothers February 1983 - November 1986
Skills
Wealth Management, Series 7, Investments, Equities, Capital Markets, Series 63, Mutual Funds, Asset Allocation, Finance, Financial Planning
Education
Emmanuel College 1979 — 1983
BA, Math/Business Administration
Amber York's Lehman Brothers Experience August 1997 - August 1998
Job Mom
Industry Marketing and Advertising
Experience
Self-employed May 2010 - Present
eSecuritel March 2009 - April 2010
Eastman Kodak May 2006 - February 2009
America Online February 2001 - July 2004
American Express August 1998 - February 2001
Lehman Brothers August 1997 - August 1998
Skills
Product Management, Marketing Strategy, Marketing Communications, Social Media, Digital Marketing, Event Management
Education
Emory University - Goizueta Business School 2004 — 2006
Master of Business Administration (M.B.A.), Marketing & Leadership
Georgetown University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Self-employed May 2010 - Present
eSecuritel March 2009 - April 2010
Eastman Kodak May 2006 - February 2009
America Online February 2001 - July 2004
American Express August 1998 - February 2001
Lehman Brothers August 1997 - August 1998
Skills
Product Management, Marketing Strategy, Marketing Communications, Social Media, Digital Marketing, Event Management
Education
Emory University - Goizueta Business School 2004 — 2006
Master of Business Administration (M.B.A.), Marketing & Leadership
Georgetown University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Troy Koerner's Lehman Brothers Experience November 2000 - April 2002
Job Director, Counterparty Credit Risk at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial June 2009 - Present
Pepco Energy Services June 2007 - June 2009
E*Trade 2002 - 2007
Lehman Brothers November 2000 - April 2002
JPMorgan October 1997 - November 2000
JPMorgan 1997 - 2000
Skills
Credit, Capital Markets, Risk Management, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Portfolio Management, Equities, Derivatives, Fixed Income, Valuation, Trading, Hedge Funds, Financial Risk, Finance, Investments, Financial Services, Banking, Equity Research, Corporate Finance, Securities, Analysis, Asset Management, Bloomberg
Education
Emory University - Goizueta Business School 1995 — 1997
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1991
BS, Finance
E*TRADE Financial June 2009 - Present
Pepco Energy Services June 2007 - June 2009
E*Trade 2002 - 2007
Lehman Brothers November 2000 - April 2002
JPMorgan October 1997 - November 2000
JPMorgan 1997 - 2000
Skills
Credit, Capital Markets, Risk Management, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Portfolio Management, Equities, Derivatives, Fixed Income, Valuation, Trading, Hedge Funds, Financial Risk, Finance, Investments, Financial Services, Banking, Equity Research, Corporate Finance, Securities, Analysis, Asset Management, Bloomberg
Education
Emory University - Goizueta Business School 1995 — 1997
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1991
BS, Finance
Robert Sigman's Lehman Brothers Experience May 2008 - August 2008
Job Analyst at Highfields Capital Management
Industry Investment Management
Experience
Highfields Capital August 2011 - August 2014
Morgan Stanley June 2010 - June 2011
Lehman Brothers May 2008 - August 2008
Coady Diemar Partners June 2006 - August 2006
Putnam Lovell NBF June 2004 - August 2004
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance
Highfields Capital August 2011 - August 2014
Morgan Stanley June 2010 - June 2011
Lehman Brothers May 2008 - August 2008
Coady Diemar Partners June 2006 - August 2006
Putnam Lovell NBF June 2004 - August 2004
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance
Stephanie Weathers-Lowin's Lehman Brothers Experience 2003 - 2003
Job Corporate Litigation Associate
Industry Law Practice
Experience
Stroock & Stroock & Lavan LLP January 2010 - Present
The Ferraro Law Firm September 2009 - December 2009
Stroock & Stroock & Lavan LLP May 2008 - August 2008
US Securities and Exchange Commission January 2008 - April 2008
US Securities and Exchange Commission May 2007 - August 2007
Banc of America Securities 2006 - 2006
Banc of America Securities 2006 - 2006
Lehman Brothers 2003 - 2003
Skills
Legal Research, Litigation, Corporate Law, Civil Litigation
Education
Emory University School of Law 2006 — 2009
J.D.
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Marketing, Creative Writing
Stroock & Stroock & Lavan LLP January 2010 - Present
The Ferraro Law Firm September 2009 - December 2009
Stroock & Stroock & Lavan LLP May 2008 - August 2008
US Securities and Exchange Commission January 2008 - April 2008
US Securities and Exchange Commission May 2007 - August 2007
Banc of America Securities 2006 - 2006
Banc of America Securities 2006 - 2006
Lehman Brothers 2003 - 2003
Skills
Legal Research, Litigation, Corporate Law, Civil Litigation
Education
Emory University School of Law 2006 — 2009
J.D.
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Marketing, Creative Writing
Ricardo Gomez, MST's Lehman Brothers Experience 2005 - 2008
Job Director of Tax at Skanska USA Inc.
Industry Accounting
Experience
Skanska USA Inc. July 2013 - Present
ADP 2008 - Present
Lehman Brothers 2005 - 2008
Ernst & Young LLP 1999 - 2005
Ingersoll Rand 1998 - 1999
Lucent Technologies 1993 - 1998
AT&T Capital 1992 - 1993
Citibank NA 1986 - 1992
Skills
International Tax..., Tax Accounting, Subpart F, Corporate Tax Planning, Foreign Tax Credit, Repatriation, FAS109, FIN 48, Tax Law, Corporate Tax, International Tax, Tax, Tax Research, Income Tax, US GAAP, Internal Controls, Accounting, Auditing, Mergers, Restructuring, Transfer Pricing
Education
Fairleigh Dickinson University 1981 — 1991
MS Master of Science, Taxation
Fairleigh Dickinson University 1981 — 1985
BS Bachelor of Science, Accounting
Skanska USA Inc. July 2013 - Present
ADP 2008 - Present
Lehman Brothers 2005 - 2008
Ernst & Young LLP 1999 - 2005
Ingersoll Rand 1998 - 1999
Lucent Technologies 1993 - 1998
AT&T Capital 1992 - 1993
Citibank NA 1986 - 1992
Skills
International Tax..., Tax Accounting, Subpart F, Corporate Tax Planning, Foreign Tax Credit, Repatriation, FAS109, FIN 48, Tax Law, Corporate Tax, International Tax, Tax, Tax Research, Income Tax, US GAAP, Internal Controls, Accounting, Auditing, Mergers, Restructuring, Transfer Pricing
Education
Fairleigh Dickinson University 1981 — 1991
MS Master of Science, Taxation
Fairleigh Dickinson University 1981 — 1985
BS Bachelor of Science, Accounting
Jeanine Paschenko's Lehman Brothers Experience June 1986 - August 2000
Job Group Fitness Instructor at Lifetime Fitness
Industry Professional Training & Coaching
Experience
Lifetime Fitness February 2005 - Present
Lehman Brothers June 1986 - August 2000
Education
Fairleigh Dickinson University 1987 — 2000
BA, Business Management
Lifetime Fitness February 2005 - Present
Lehman Brothers June 1986 - August 2000
Education
Fairleigh Dickinson University 1987 — 2000
BA, Business Management
Nick Larionoff's Lehman Brothers Experience 1997 - 2004
Job Retired
Industry Information Technology and Services
Experience
IBM 2007 - 2010
AIG TECHNOLOGY, INC 2004 - 2007
Lehman Brothers 1997 - 2004
MATLEN SILVER GROUP January 1996 - January 1997
FIRST FIDELITY BANK/FIRST UNION BANK January 1994 - January 1996
Becton Dickinson & Co. 1981 - 1993
FIRST NATIONAL STATE BANK January 1975 - January 1981
Skills
Release Management, Software Quality..., Software Quality Control, Metrics Definition, Access
Education
Fairleigh Dickinson University 1965 — 1969
BS, Mathematics
Fairleigh Dickinson University
MS, Computer Science
IBM 2007 - 2010
AIG TECHNOLOGY, INC 2004 - 2007
Lehman Brothers 1997 - 2004
MATLEN SILVER GROUP January 1996 - January 1997
FIRST FIDELITY BANK/FIRST UNION BANK January 1994 - January 1996
Becton Dickinson & Co. 1981 - 1993
FIRST NATIONAL STATE BANK January 1975 - January 1981
Skills
Release Management, Software Quality..., Software Quality Control, Metrics Definition, Access
Education
Fairleigh Dickinson University 1965 — 1969
BS, Mathematics
Fairleigh Dickinson University
MS, Computer Science
Kathryn Murphy O'Donnell's Lehman Brothers Experience December 1997 - February 2005
Job Senior Vice President Leverage Loan Sales at GE Capital Markets, Inc.
Industry Banking
Experience
GE Capital Markets, Inc. August 2011 - Present
RBS February 2005 - October 2010
Lehman Brothers December 1997 - February 2005
Skills
Capital Markets, Corporate Finance, Credit, Credit Analysis, Equities, Financial Modeling, Fixed Income, Hedge Funds, High Yield, Investment Banking, Portfolio Management, Sailing, Structured Finance, Trading
Education
Fairfield University
Bachelor of Science, Finance
GE Capital Markets, Inc. August 2011 - Present
RBS February 2005 - October 2010
Lehman Brothers December 1997 - February 2005
Skills
Capital Markets, Corporate Finance, Credit, Credit Analysis, Equities, Financial Modeling, Fixed Income, Hedge Funds, High Yield, Investment Banking, Portfolio Management, Sailing, Structured Finance, Trading
Education
Fairfield University
Bachelor of Science, Finance
Lara Pettit Breingan's Lehman Brothers Experience Institutional Bank SalesLehman BrothersAugust 1991 - September 2006
Job Institutional Bank Sales at Lehman Brothers
Industry Capital Markets
Experience
Lehman Brothers Institutional Bank SalesLehman BrothersAugust 1991 - September 2006
Lehman Brothers August 1991 - March 2006
Skills
Equities, Derivatives, Fixed Income, Investment Banking, Trading, Trading Systems, Bloomberg, Equity Derivatives, Electronic Trading, Hedge Funds, Equity Research, Options, Valuation, Financial Markets
Education
Fairfield University 1987 — 1991
BA, Major: Sociology Minor: Biology
Fairfield University- Sociology-Major, Biology-Minor
Bachelor of Arts (BA), Sociology and Biology
Lehman Brothers Institutional Bank SalesLehman BrothersAugust 1991 - September 2006
Lehman Brothers August 1991 - March 2006
Skills
Equities, Derivatives, Fixed Income, Investment Banking, Trading, Trading Systems, Bloomberg, Equity Derivatives, Electronic Trading, Hedge Funds, Equity Research, Options, Valuation, Financial Markets
Education
Fairfield University 1987 — 1991
BA, Major: Sociology Minor: Biology
Fairfield University- Sociology-Major, Biology-Minor
Bachelor of Arts (BA), Sociology and Biology
Alan Ilyoung Yun's Lehman Brothers Experience October 2006 - January 2007
Job MBA candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
BRV Lotus January 2013 - August 2014
Visionscape January 2013 - August 2014
Deloitte May 2010 - March 2012
Lehman Brothers October 2006 - January 2007
Skills
Microsoft Office
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Emory University 2003 — 2006
Bachelor of Arts (B.A.), Economics
Yonsei University 2001 — 2002
Daeil Foreign Language High
BRV Lotus January 2013 - August 2014
Visionscape January 2013 - August 2014
Deloitte May 2010 - March 2012
Lehman Brothers October 2006 - January 2007
Skills
Microsoft Office
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Emory University 2003 — 2006
Bachelor of Arts (B.A.), Economics
Yonsei University 2001 — 2002
Daeil Foreign Language High
Emmett O'Hara's Lehman Brothers Experience May 1997 - September 2008
Job Director KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets March 2011 - Present
Chapdelaine Credit Partners May 2009 - January 2011
Lehman Brothers May 1997 - September 2008
Bear, Stearns & Co. Inc. 1991 - 1997
Skills
Leveraged Finance, Bonds, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Private Equity, Series 7, Valuation, Trading, Investments, Portfolio Management, Structured Products, Securities, Equity Research
Education
Fairfield University 1979 — 1982
BS, Finance
Saint John the Baptist HS West Islip, NY 1974 — 1978
KeyBanc Capital Markets March 2011 - Present
Chapdelaine Credit Partners May 2009 - January 2011
Lehman Brothers May 1997 - September 2008
Bear, Stearns & Co. Inc. 1991 - 1997
Skills
Leveraged Finance, Bonds, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Private Equity, Series 7, Valuation, Trading, Investments, Portfolio Management, Structured Products, Securities, Equity Research
Education
Fairfield University 1979 — 1982
BS, Finance
Saint John the Baptist HS West Islip, NY 1974 — 1978
Philip Cushmaro's Lehman Brothers Experience 1990 - 1994
Job Chairman and CEO, Rebar Systems, LLC
Industry Financial Services
Experience
Rebar Systems, LLC April 2010 - Present
Miami International Holdings 2008 - 2010
Credit Suisse 1994 - 2008
Lehman Brothers 1990 - 1994
Lehman Brothers 1989 - 1992
Skills
Budgets, Business Process, Business Planning, Banking, Cloud Computing, Data Center, Derivatives, Disaster Recovery, Electronic Trading, Equities, Equity Derivatives, Executive Management, Financial Services, Governance, IT Management, Equity Research, IT Strategy, ITIL, Information Technology, Integration, Leadership, Management, Market Data, Private Equity, Outsourcing, Program Management, Project Management, Project Portfolio..., SDLC, SaaS, Software Development, Strategy, Trading Systems, Back Office, Architecture, Architectures, Asset Management
Education
Fairleigh Dickinson University 1985 — 1987
BS, Electrical Engineering
Technion - Israel Institute of Technology 1981 — 1984
ME
Rebar Systems, LLC April 2010 - Present
Miami International Holdings 2008 - 2010
Credit Suisse 1994 - 2008
Lehman Brothers 1990 - 1994
Lehman Brothers 1989 - 1992
Skills
Budgets, Business Process, Business Planning, Banking, Cloud Computing, Data Center, Derivatives, Disaster Recovery, Electronic Trading, Equities, Equity Derivatives, Executive Management, Financial Services, Governance, IT Management, Equity Research, IT Strategy, ITIL, Information Technology, Integration, Leadership, Management, Market Data, Private Equity, Outsourcing, Program Management, Project Management, Project Portfolio..., SDLC, SaaS, Software Development, Strategy, Trading Systems, Back Office, Architecture, Architectures, Asset Management
Education
Fairleigh Dickinson University 1985 — 1987
BS, Electrical Engineering
Technion - Israel Institute of Technology 1981 — 1984
ME
Isaac Schneider's Lehman Brothers Experience 1991 - 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Adorama 2010 - Present
Bear Stearns & JPMorgan 1996 - 2010
Lehman Brothers 1991 - 1996
Skills
Microsoft Office, SQL, Microsoft Excel, HTML, Project Management, Windows, Microsoft Word, Budgets, JavaScript, System Administration, Business Analysis, E-commerce
Education
Excelsior College
BS, Economics
Yeshiva University
Master's degree, Law and Jurisprudence
Adorama 2010 - Present
Bear Stearns & JPMorgan 1996 - 2010
Lehman Brothers 1991 - 1996
Skills
Microsoft Office, SQL, Microsoft Excel, HTML, Project Management, Windows, Microsoft Word, Budgets, JavaScript, System Administration, Business Analysis, E-commerce
Education
Excelsior College
BS, Economics
Yeshiva University
Master's degree, Law and Jurisprudence
Nancy Gill's Lehman Brothers Experience September 1987 - December 1993
Job Chief People Officer at Sitrion
Industry Human Resources
Experience
Sitrion June 2013 - Present
NANCY GILL, LLC November 2012 - Present
XB Insight January 2013 - Present
Lunch Break July 2013 - Present
Fundamental Theater Project March 2014 - Present
JPMorgan Chase Corporate and Investment Bank September 2012 - January 2013
JP Morgan Chase November 2009 - September 2012
National Football League April 2002 - October 2009
J.P. Morgan January 1994 - March 2002
Lehman Brothers September 1987 - December 1993
Skills
Talent Management, Change Management, Performance Management, Succession Planning, Executive Coaching, Training Program Design..., Organizational Design, High Performance Teams, Vision and Mission..., New Manager Assimilation, Leadership Transitions, Leadership, Business Strategy, Employee Engagement, Cross-functional Team..., Human Resources, Leadership Development, Management, Organizational..., Start-ups, Strategic Planning, Strategy, Entrepreneurship, Executive Management, Personnel Management, Program Management, Consulting, Coaching
Education
Fairleigh Dickinson University 1993 — 1995
MBA, Management
Kean University 1977 — 1981
BA, Fine Arts
Sitrion June 2013 - Present
NANCY GILL, LLC November 2012 - Present
XB Insight January 2013 - Present
Lunch Break July 2013 - Present
Fundamental Theater Project March 2014 - Present
JPMorgan Chase Corporate and Investment Bank September 2012 - January 2013
JP Morgan Chase November 2009 - September 2012
National Football League April 2002 - October 2009
J.P. Morgan January 1994 - March 2002
Lehman Brothers September 1987 - December 1993
Skills
Talent Management, Change Management, Performance Management, Succession Planning, Executive Coaching, Training Program Design..., Organizational Design, High Performance Teams, Vision and Mission..., New Manager Assimilation, Leadership Transitions, Leadership, Business Strategy, Employee Engagement, Cross-functional Team..., Human Resources, Leadership Development, Management, Organizational..., Start-ups, Strategic Planning, Strategy, Entrepreneurship, Executive Management, Personnel Management, Program Management, Consulting, Coaching
Education
Fairleigh Dickinson University 1993 — 1995
MBA, Management
Kean University 1977 — 1981
BA, Fine Arts
Trisha (Tolerico) McCullagh's Lehman Brothers Experience June 2006 - September 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs Fund ControllerRoundtable Investment Partners & Carleon Capital PartnersSeptember 2008 - June 2010
Lehman Brothers June 2006 - September 2008
Mahoney Cohen November 2003 - June 2006
Education
Fairfield University 1999 — 2003
Bachelor's degree, Accounting
Goldman Sachs Fund ControllerRoundtable Investment Partners & Carleon Capital PartnersSeptember 2008 - June 2010
Lehman Brothers June 2006 - September 2008
Mahoney Cohen November 2003 - June 2006
Education
Fairfield University 1999 — 2003
Bachelor's degree, Accounting
Erik A. Newmark's Lehman Brothers Experience 1991 - 2008
Job Administrative Manager Private Banking & Investment Group at Merrill Lynch
Industry Financial Services
Experience
PNC Investments May 2012 - March 2013
Barclays 2008 - 2011
Lehman Brothers 1991 - 2008
Skills
Risk Management, Financial Services, Series 7, FINRA, Series 63, Series 8, Series 66, Series 3, Equities, Securities, Fixed Income, Management, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Investments
Education
Emory University - Goizueta Business School 1997 — 1999
MBA
Northwestern University 1987 — 1991
BS
PNC Investments May 2012 - March 2013
Barclays 2008 - 2011
Lehman Brothers 1991 - 2008
Skills
Risk Management, Financial Services, Series 7, FINRA, Series 63, Series 8, Series 66, Series 3, Equities, Securities, Fixed Income, Management, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Investments
Education
Emory University - Goizueta Business School 1997 — 1999
MBA
Northwestern University 1987 — 1991
BS
Emmett O'Hara's Lehman Brothers Experience May 1997 - September 2008
Job Director High yield Sales at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2011 - Present
Lehman Brothers May 1997 - September 2008
Bear Stearns April 1991 - May 1997
Education
Fairfield University 1979 — 1982
Bachelor of Science (BS), Finance, General
KeyBanc Capital Markets February 2011 - Present
Lehman Brothers May 1997 - September 2008
Bear Stearns April 1991 - May 1997
Education
Fairfield University 1979 — 1982
Bachelor of Science (BS), Finance, General
Kim Hoonjae's Lehman Brothers Experience May 2007 - November 2007
Job Tax Director at AIG
Industry Insurance
Experience
AIG November 2007 - Present
Lehman Brothers May 2007 - November 2007
Bristol-Myers Squibb February 2005 - May 2007
Citigroup April 2004 - February 2005
Prudential Financial February 2002 - April 2004
Deloitte January 2001 - February 2002
Unilever Bestfoods September 1997 - December 2000
Skills
Auditing, GAAP, Financial Accounting, Income Tax, General Ledger, General Insurance, Tax Research, Mergers & Acquisitions, Tax Law, Property & Casualty..., Due Diligence, Consolidation, Financial Audits, Process Improvement, Big 4
Education
Fairleigh Dickinson University 1998 — 2000
Master's degree, Taxation
Fairleigh Dickinson University 1992 — 1996
Bachelor of Science (BS), Accounting
AIG November 2007 - Present
Lehman Brothers May 2007 - November 2007
Bristol-Myers Squibb February 2005 - May 2007
Citigroup April 2004 - February 2005
Prudential Financial February 2002 - April 2004
Deloitte January 2001 - February 2002
Unilever Bestfoods September 1997 - December 2000
Skills
Auditing, GAAP, Financial Accounting, Income Tax, General Ledger, General Insurance, Tax Research, Mergers & Acquisitions, Tax Law, Property & Casualty..., Due Diligence, Consolidation, Financial Audits, Process Improvement, Big 4
Education
Fairleigh Dickinson University 1998 — 2000
Master's degree, Taxation
Fairleigh Dickinson University 1992 — 1996
Bachelor of Science (BS), Accounting
Peter Yuen's Lehman Brothers Experience 2000 - 2006
Job Director at Societe Generale US
Industry Investment Banking
Experience
Societe Generale US November 2010 - Present
Abel Noser Solutions 2008 - 2010
JPMorgan Chase 2006 - 2008
Lehman Brothers 2000 - 2006
DLJ 1992 - 2000
Skills
Series 7, Series 63, Equity Trading, Electronic Trading, Equities, Trading, Bloomberg, Trading Systems, Relationship Management, Bloomberg Terminal, Fixed Income, Hedge Funds, Capital Markets, Securities, Portfolio Management, Investments, Financial Markets, Alternative Investments, ETFs, Derivatives, Structured Products, Equity Derivatives, Options, Investment Banking
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Economics and Finance
Societe Generale US November 2010 - Present
Abel Noser Solutions 2008 - 2010
JPMorgan Chase 2006 - 2008
Lehman Brothers 2000 - 2006
DLJ 1992 - 2000
Skills
Series 7, Series 63, Equity Trading, Electronic Trading, Equities, Trading, Bloomberg, Trading Systems, Relationship Management, Bloomberg Terminal, Fixed Income, Hedge Funds, Capital Markets, Securities, Portfolio Management, Investments, Financial Markets, Alternative Investments, ETFs, Derivatives, Structured Products, Equity Derivatives, Options, Investment Banking
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Economics and Finance
Leonardus van Hensbergen's Lehman Brothers Experience May 2006 - September 2006
Job
Industry Management Consulting
Experience
Oliver Wyman December 2014 - Present
Oliver Wyman June 2013 - December 2014
Oliver Wyman July 2011 - June 2013
Oliver Wyman October 2009 - June 2011
AFODENIC May 2009 - September 2009
Lehman Brothers May 2006 - September 2006
Education
RSM Erasmus University 2007 — 2009
Master of Science (MSc)
National University of Singapore 2007 — 2007
International Exchange
Erasmus University Rotterdam 2003 — 2006
Bachelor of Science (BSc)
University of Pennsylvania 2005 — 2005
International Exchange
ASW 1998 — 2003
International Baccalaureate
Oliver Wyman December 2014 - Present
Oliver Wyman June 2013 - December 2014
Oliver Wyman July 2011 - June 2013
Oliver Wyman October 2009 - June 2011
AFODENIC May 2009 - September 2009
Lehman Brothers May 2006 - September 2006
Education
RSM Erasmus University 2007 — 2009
Master of Science (MSc)
National University of Singapore 2007 — 2007
International Exchange
Erasmus University Rotterdam 2003 — 2006
Bachelor of Science (BSc)
University of Pennsylvania 2005 — 2005
International Exchange
ASW 1998 — 2003
International Baccalaureate
Timothy Zaino's Lehman Brothers Experience 1998 - 2001
Job UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank 2013 - Present
Gleacher & Company 2008 - 2013
UBS Investment Bank 2003 - 2008
Credit Suisse 2002 - 2002
Lehman Brothers 1998 - 2001
Skills
Loans, Equities, Bonds, Fixed Income, High Yield, Hedge Funds, Capital Markets, Leveraged Finance, Series 7, Structured Finance, Trading, Alternative Investments, Bloomberg, Valuation
Education
New York University, Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Emphasis in Finance, Co-major in Entrepreneurship
Fairfield University 1994 — 1996
Bachelor of Arts (BA), History
University of Notre Dame 1992 — 1994
Fairfield Prep 1988 — 1992
UBS Investment Bank 2013 - Present
Gleacher & Company 2008 - 2013
UBS Investment Bank 2003 - 2008
Credit Suisse 2002 - 2002
Lehman Brothers 1998 - 2001
Skills
Loans, Equities, Bonds, Fixed Income, High Yield, Hedge Funds, Capital Markets, Leveraged Finance, Series 7, Structured Finance, Trading, Alternative Investments, Bloomberg, Valuation
Education
New York University, Stern School of Business 2001 — 2003
Master of Business Administration (MBA), Emphasis in Finance, Co-major in Entrepreneurship
Fairfield University 1994 — 1996
Bachelor of Arts (BA), History
University of Notre Dame 1992 — 1994
Fairfield Prep 1988 — 1992
Phillip Han's Lehman Brothers Experience August 2004 - August 2008
Job Prime Services Sales at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2008 - Present
Portledge School July 2010 - June 2015
Lehman Brothers August 2004 - August 2008
Wells Fargo September 2002 - July 2004
Skills
Due Diligence, Series 63, Investments, Series 7, Equities, Venture Capital, Entrepreneurship, Capital Markets, Investment Banking, Trading, Fixed Income, Valuation, Corporate Development, Mergers & Acquisitions, Financial Analysis, Private Placements, Financial Structuring, Options, Finance
Education
Emory University - Goizueta Business School 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Portledge School 1993 — 1998
Goldman Sachs September 2008 - Present
Portledge School July 2010 - June 2015
Lehman Brothers August 2004 - August 2008
Wells Fargo September 2002 - July 2004
Skills
Due Diligence, Series 63, Investments, Series 7, Equities, Venture Capital, Entrepreneurship, Capital Markets, Investment Banking, Trading, Fixed Income, Valuation, Corporate Development, Mergers & Acquisitions, Financial Analysis, Private Placements, Financial Structuring, Options, Finance
Education
Emory University - Goizueta Business School 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Portledge School 1993 — 1998
Michael J. Mercado's Lehman Brothers Experience June 2003 - August 2007
Job Student at Touro University Nevada
Industry
Experience
Lehman Brothers June 2003 - August 2007
Education
Touro University Nevada 2012 — 2016
Doctor of Osteopathic Medicine
University of Nevada-Las Vegas 2008 — 2010
Post-baccalaureate
Fairfield University 1999 — 2003
Bachelor of Arts (B.A.), Information Systems & Operations Management
Lehman Brothers June 2003 - August 2007
Education
Touro University Nevada 2012 — 2016
Doctor of Osteopathic Medicine
University of Nevada-Las Vegas 2008 — 2010
Post-baccalaureate
Fairfield University 1999 — 2003
Bachelor of Arts (B.A.), Information Systems & Operations Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS