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
Babita Bissessar Babita Bissessar's Lehman Brothers Experience 2003 - 2010
Job Mutual Funds Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 2012 - Present
JPMorgan Chase October 2010 - December 2011
JPMorgan Chase October 2010 - December 2011
Barclays Capital September 2003 - August 2010
Lehman Brothers 2003 - 2010
Bear Stearns October 1999 - September 2003
CIBC Oppenheimer Corp September 1988 - October 1999
Skills
Fixed Income, Equities, Derivatives, Securities, Series 7, Bloomberg, Middle Office, Capital Markets, Investment Banking, Mutual Funds, Prime Brokerage, Trading, Hedge Funds, Back Office, Series 63, Corporate Actions, Equity Derivatives, Financial Modeling, Bonds, FX Options, Settlement
Education
Fashion Institute of Technology
Pace University
Associate's degree
Samuel J. Tilden, High School
Pershing, a BNY Mellon company October 2012 - Present
JPMorgan Chase October 2010 - December 2011
JPMorgan Chase October 2010 - December 2011
Barclays Capital September 2003 - August 2010
Lehman Brothers 2003 - 2010
Bear Stearns October 1999 - September 2003
CIBC Oppenheimer Corp September 1988 - October 1999
Skills
Fixed Income, Equities, Derivatives, Securities, Series 7, Bloomberg, Middle Office, Capital Markets, Investment Banking, Mutual Funds, Prime Brokerage, Trading, Hedge Funds, Back Office, Series 63, Corporate Actions, Equity Derivatives, Financial Modeling, Bonds, FX Options, Settlement
Education
Fashion Institute of Technology
Pace University
Associate's degree
Samuel J. Tilden, High School
Lee Burwell Lee Burwell's Lehman Brothers Experience September 2005 - January 2006
Job Manufacturing Engineer
Industry Mechanical or Industrial Engineering
Experience
Merck April 2013 - April 2014
US Army - ARDEC December 2009 - April 2013
Lighting Services Inc May 2008 - August 2008
L'Oréal September 2007 - December 2007
UPS September 2006 - December 2006
Lehman Brothers September 2005 - January 2006
Skills
Solidworks, Engineering, Pro Engineer, Manufacturing, Process Improvement, Integration, Cross-functional Team..., AutoCAD, Project Management, Microsoft Office, Visio, Medical Devices
Education
Stevens Institute of Technology 2004 — 2009
Bachelor's of Engineering (BE), Mechanical Engineering, 3.07
Florida Institute of Technology 2010 — 2012
Master of Business Administration (M.B.A.), 3.61
Merck April 2013 - April 2014
US Army - ARDEC December 2009 - April 2013
Lighting Services Inc May 2008 - August 2008
L'Oréal September 2007 - December 2007
UPS September 2006 - December 2006
Lehman Brothers September 2005 - January 2006
Skills
Solidworks, Engineering, Pro Engineer, Manufacturing, Process Improvement, Integration, Cross-functional Team..., AutoCAD, Project Management, Microsoft Office, Visio, Medical Devices
Education
Stevens Institute of Technology 2004 — 2009
Bachelor's of Engineering (BE), Mechanical Engineering, 3.07
Florida Institute of Technology 2010 — 2012
Master of Business Administration (M.B.A.), 3.61
Thomas Testa's Lehman Brothers Experience April 2008 - August 2008
Job Sr. Financial Analyst General Dynamics OTS
Industry Defense & Space
Experience
General Dynamics 2015 - Present
CSX 2014 - 2015
Florida Blue 2011 - 2013
Kerr & Downs Research September 2008 - December 2008
Lehman Brothers April 2008 - August 2008
Education
Florida State University 2013 — 2014
Master of Business Administration (MBA), Finance Concentration
Florida State University - College of Business 2007 — 2011
Bachelor of Science (BS), Accounting
General Dynamics 2015 - Present
CSX 2014 - 2015
Florida Blue 2011 - 2013
Kerr & Downs Research September 2008 - December 2008
Lehman Brothers April 2008 - August 2008
Education
Florida State University 2013 — 2014
Master of Business Administration (MBA), Finance Concentration
Florida State University - College of Business 2007 — 2011
Bachelor of Science (BS), Accounting
Ron Auriana Ron Auriana's Lehman Brothers Experience 1999 - 2005
Job Head of Global Facilities & Design
Industry Facilities Services
Experience
Bloomberg LP May 2005 - 2014
Lehman Brothers 1999 - 2005
Citi 1987 - 1999
Skills
Facilities Management, Real Estate, Contract Negotiation, Due Diligence, Budgets, Asset Management, Contract Management, Corporate Real Estate, Financial Analysis, Vendor Management, Project Management, Operations Management, Strategic Planning, Mergers & Acquisitions, Architectural Design, Property Management, Construction Management, Site Relocation, Change Management, Hospitality, Food Service, Negotiation, Project Planning, Management, Leadership
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA
Fordham University 1983 — 1987
BS
Bloomberg LP May 2005 - 2014
Lehman Brothers 1999 - 2005
Citi 1987 - 1999
Skills
Facilities Management, Real Estate, Contract Negotiation, Due Diligence, Budgets, Asset Management, Contract Management, Corporate Real Estate, Financial Analysis, Vendor Management, Project Management, Operations Management, Strategic Planning, Mergers & Acquisitions, Architectural Design, Property Management, Construction Management, Site Relocation, Change Management, Hospitality, Food Service, Negotiation, Project Planning, Management, Leadership
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA
Fordham University 1983 — 1987
BS
Paul Janicki Paul Janicki's Lehman Brothers Experience 2004 - 2007
Job Global IT Director at Dominion Voting Systems
Industry Information Technology and Services
Experience
Dominion Voting Systems April 2012 - Present
EMSC Emergency Medical Services Corporation September 2010 - September 2012
NICE Systems 2009 - August 2011
SUMITOMO CORPORATION OF AMERICA, TBC/SS New York , Colorado November 2007 - February 2009
Lehman Brothers 2004 - 2007
Aurora Loan Services 2004 - 2007
Lehman Brothers Bank 2004 - 2007
Aurora Loan Services / Lehman Bros. 2004 - 2007
JP Morgan Chase 2003 - 2004
Tel_One Communications New York January 2000 - January 2003
Skills
Data Center, Project Management, Strategy, Vendor Management, Disaster Recovery, SDLC, IT Management, Business Analysis, IT Strategy, ITIL, Integration, Program Management, Process Improvement, Enterprise Architecture, Business Intelligence, Security, Cisco Technologies, Management, Network Security, Cloud Computing, Telecommunications, Call Centers, Leadership, DNS, Team Building, Microsoft SQL Server, Visio, Strategic Planning, Enterprise Software, Networking, Information Technology, Software Development, ERP, Testing
Education
Villanova University 2009 — 2010
Masters, Master Certificate in IS/IT Project Management Villanova University.
Farmingdale State University of New York 1998 — 2001
Bachelor of Science (BS), Computer Science
Kaplan University
Master's degree, Computer Science, Currently Attending
Dominion Voting Systems April 2012 - Present
EMSC Emergency Medical Services Corporation September 2010 - September 2012
NICE Systems 2009 - August 2011
SUMITOMO CORPORATION OF AMERICA, TBC/SS New York , Colorado November 2007 - February 2009
Lehman Brothers 2004 - 2007
Aurora Loan Services 2004 - 2007
Lehman Brothers Bank 2004 - 2007
Aurora Loan Services / Lehman Bros. 2004 - 2007
JP Morgan Chase 2003 - 2004
Tel_One Communications New York January 2000 - January 2003
Skills
Data Center, Project Management, Strategy, Vendor Management, Disaster Recovery, SDLC, IT Management, Business Analysis, IT Strategy, ITIL, Integration, Program Management, Process Improvement, Enterprise Architecture, Business Intelligence, Security, Cisco Technologies, Management, Network Security, Cloud Computing, Telecommunications, Call Centers, Leadership, DNS, Team Building, Microsoft SQL Server, Visio, Strategic Planning, Enterprise Software, Networking, Information Technology, Software Development, ERP, Testing
Education
Villanova University 2009 — 2010
Masters, Master Certificate in IS/IT Project Management Villanova University.
Farmingdale State University of New York 1998 — 2001
Bachelor of Science (BS), Computer Science
Kaplan University
Master's degree, Computer Science, Currently Attending
Manjong Yoon's Lehman Brothers Experience June 2005 - June 2007
Job Store Planner / Project Manager
Industry Design
Experience
Macy's January 2014 - Present
7 Deco August 2011 - December 2013
SDP October 2007 - February 2011
Lehman Brothers June 2005 - June 2007
ConEdison June 2003 - June 2005
Skills
Interior Design, Sketching, Space planning, Illustrator, Furniture, Concept Development, InDesign, Photoshop, Adobe Creative Suite, AutoCAD, SketchUp, Rendering, Concept Design, Illustration, Interior Architecture
Education
Fashion Institute of Technology 2007 — 2011
Interior Design
The Cooper Union for the Advancement of Science and Art 1999 — 2003
Mechanical Engineering
Macy's January 2014 - Present
7 Deco August 2011 - December 2013
SDP October 2007 - February 2011
Lehman Brothers June 2005 - June 2007
ConEdison June 2003 - June 2005
Skills
Interior Design, Sketching, Space planning, Illustrator, Furniture, Concept Development, InDesign, Photoshop, Adobe Creative Suite, AutoCAD, SketchUp, Rendering, Concept Design, Illustration, Interior Architecture
Education
Fashion Institute of Technology 2007 — 2011
Interior Design
The Cooper Union for the Advancement of Science and Art 1999 — 2003
Mechanical Engineering
Michael R. Speruta Michael R. Speruta's Lehman Brothers Experience July 2002 - March 2008
Job Back Office Architect | Back Office and Accounting Solutions | Strategic Client Services at OpenLink Financial
Industry Computer Software
Experience
OpenLink Financial July 2014 - Present
OpenLink Financial October 2012 - July 2014
OpenLink Financial May 2008 - October 2012
Lehman Brothers July 2002 - March 2008
United States Marine Corps March 1996 - August 1999
Skills
Commodity Markets, Commodity, Back Office, Fixed Income, Risk Management, Business Analysis, Trading Systems, Derivatives, Endur, Financial Risk, Capital Markets, Options, FX Options, Bloomberg, Financial Markets, Credit Risk, Business Process, ETRM, Energy, Market Risk, Commodity Risk..., Financial Modeling, SDLC, Banking, Financial Analysis, Asset Managment, Portfolio Management, Requirements Analysis, Investment Banking, SQL, Java, SAP, Middle Office
Education
Stony Brook University 1999 — 2002
BS, Mathematics and Computer Science, 3.4 GPA
Farmingdale State University of New York 1993 — 1995
AS, Criminal Justice
OpenLink Financial July 2014 - Present
OpenLink Financial October 2012 - July 2014
OpenLink Financial May 2008 - October 2012
Lehman Brothers July 2002 - March 2008
United States Marine Corps March 1996 - August 1999
Skills
Commodity Markets, Commodity, Back Office, Fixed Income, Risk Management, Business Analysis, Trading Systems, Derivatives, Endur, Financial Risk, Capital Markets, Options, FX Options, Bloomberg, Financial Markets, Credit Risk, Business Process, ETRM, Energy, Market Risk, Commodity Risk..., Financial Modeling, SDLC, Banking, Financial Analysis, Asset Managment, Portfolio Management, Requirements Analysis, Investment Banking, SQL, Java, SAP, Middle Office
Education
Stony Brook University 1999 — 2002
BS, Mathematics and Computer Science, 3.4 GPA
Farmingdale State University of New York 1993 — 1995
AS, Criminal Justice
Olivera R. Radakovic's Lehman Brothers Experience April 1996 - April 2005
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock June 2011 - Present
Banc of America Securities May 2005 - July 2011
Lehman Brothers April 1996 - April 2005
Education
University of Maryland College Park 1991 — 1995
BS, Finance
Fordham Gabelli School of Business
Graduate Studies in Finance
BlackRock June 2011 - Present
Banc of America Securities May 2005 - July 2011
Lehman Brothers April 1996 - April 2005
Education
University of Maryland College Park 1991 — 1995
BS, Finance
Fordham Gabelli School of Business
Graduate Studies in Finance
Karl Braunsdorf Karl Braunsdorf's Lehman Brothers Experience April 2007 - April 2008
Job Marketing Analytics Manager
Industry Marketing and Advertising
Experience
Voya Investment Management January 2011 - Present
Content Critical May 2009 - January 2011
Williams Lea May 2008 - May 2009
Lehman Brothers April 2007 - April 2008
Lowe Worldwide June 2004 - November 2007
RR Donnelley & Sons Co. June 1996 - October 2003
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Management Systems
Rochester Institute of Technology 1992 — 1996
BS, Graphic Communications
New York University
Voya Investment Management January 2011 - Present
Content Critical May 2009 - January 2011
Williams Lea May 2008 - May 2009
Lehman Brothers April 2007 - April 2008
Lowe Worldwide June 2004 - November 2007
RR Donnelley & Sons Co. June 1996 - October 2003
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Management Systems
Rochester Institute of Technology 1992 — 1996
BS, Graphic Communications
New York University
Scott Morcaldi Scott Morcaldi's Lehman Brothers Experience 1997 - 2009
Job Transportation Manager at Deloitte
Industry Financial Services
Experience
Deloitte October 2014 - Present
American Express January 2013 - October 2014
AREKA CONSULTING 2010 - 2012
Lehman Brothers 1997 - 2009
American Express 1996 - 1997
American Airlines 1989 - 1994
Skills
Business Planning, Procurement, Travel Management, Expense Management, Airlines, Financial Services, Project Management, Hotels, Reporting & Analysis, Technology Solutions, Ground Transportation, Inspiration, GDS, Supplier Relations, Contract Negotiations, Travel Procurement, T&E, Travel Policies, Travel Program..., Travel Program Savings, Corporate Cards, Pre/Post Trip MIS, Online Booking Tools, Travel Operations
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Fordham University 1985 — 1989
BS, Marketing
Deloitte October 2014 - Present
American Express January 2013 - October 2014
AREKA CONSULTING 2010 - 2012
Lehman Brothers 1997 - 2009
American Express 1996 - 1997
American Airlines 1989 - 1994
Skills
Business Planning, Procurement, Travel Management, Expense Management, Airlines, Financial Services, Project Management, Hotels, Reporting & Analysis, Technology Solutions, Ground Transportation, Inspiration, GDS, Supplier Relations, Contract Negotiations, Travel Procurement, T&E, Travel Policies, Travel Program..., Travel Program Savings, Corporate Cards, Pre/Post Trip MIS, Online Booking Tools, Travel Operations
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Fordham University 1985 — 1989
BS, Marketing
Frank Powers Frank Powers's Lehman Brothers Experience June 2006 - October 2007
Job Asset Management Guideline Oversight Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2015 - Present
Neuberger Berman December 2010 - January 2015
Neuberger Berman October 2007 - December 2010
Lehman Brothers June 2006 - October 2007
Raymond James Financial 2005 - 2006
Skills
Series 7, Trading, Investments, Equities, Bloomberg, Series 63, series 55, Microsoft Excel, Account Reconciliation, Accounting Applications, Microsoft Office, Spreadsheets, Data Analysis, Investment Management, FINRA, Financial Modeling, Mutual Funds, Portfolio Management, Fixed Income
Education
Fordham University 2002 — 2006
B.S. In Business Administration, Finance and Marketing
Fordham Preparatory 1998 — 2002
High School, General Studies
Neuberger Berman January 2015 - Present
Neuberger Berman December 2010 - January 2015
Neuberger Berman October 2007 - December 2010
Lehman Brothers June 2006 - October 2007
Raymond James Financial 2005 - 2006
Skills
Series 7, Trading, Investments, Equities, Bloomberg, Series 63, series 55, Microsoft Excel, Account Reconciliation, Accounting Applications, Microsoft Office, Spreadsheets, Data Analysis, Investment Management, FINRA, Financial Modeling, Mutual Funds, Portfolio Management, Fixed Income
Education
Fordham University 2002 — 2006
B.S. In Business Administration, Finance and Marketing
Fordham Preparatory 1998 — 2002
High School, General Studies
Seth Gabrielson's Lehman Brothers Experience October 2007 - January 2009
Job Regional Sales at Van Eck Global | Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global/ Market Vectors ETFs February 2014 - Present
Fred Alger Management May 2012 - February 2014
Neuberger Berman January 2009 - May 2012
Lehman Brothers October 2007 - January 2009
Neuberger Berman June 2005 - September 2007
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Investment Strategies, New Business Development, Asset Managment, Series 7, Wealth Management, Financial Markets, Series 63, Strategic Communications, Finance, Business Relationship..., Asset Management, Sales, ETFs, FINRA, Investment Management, Investment Advisory, Series 6, Capital Markets, Retirement Planning, Financial Advisory, Relationship Management, Separately Managed..., Retirement, High Net Worth..., Trading
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance
Ithaca College
Bachelor's degree, Business Communications
Van Eck Global/ Market Vectors ETFs February 2014 - Present
Fred Alger Management May 2012 - February 2014
Neuberger Berman January 2009 - May 2012
Lehman Brothers October 2007 - January 2009
Neuberger Berman June 2005 - September 2007
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Investment Strategies, New Business Development, Asset Managment, Series 7, Wealth Management, Financial Markets, Series 63, Strategic Communications, Finance, Business Relationship..., Asset Management, Sales, ETFs, FINRA, Investment Management, Investment Advisory, Series 6, Capital Markets, Retirement Planning, Financial Advisory, Relationship Management, Separately Managed..., Retirement, High Net Worth..., Trading
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance
Ithaca College
Bachelor's degree, Business Communications
Valarie Beckford Valarie Beckford's Lehman Brothers Experience September 1995 - June 2000
Job Guest Services Associate at The Grand Summit Hotel, Summit NJ
Industry Hospitality
Experience
The Grand Summit Hotel October 2014 - Present
The New York Palace September 2014 - September 2014
The New York Palace Hotel July 2013 - June 2014
theme weavers February 2012 - June 2013
self employed (event services) January 2010 - January 2012
lia sophia October 2007 - December 2010
Lehman Brothers September 1995 - June 2000
Lehman Brothers August 1989 - September 1995
Skills
Event Planning, Event Management, Customer Service, Marketing Communications, custom graphics, Gifts, Management, Microsoft Office, Time Management, Leadership, Graphics, Hospitality, Training, Social Media, Human Resources, Marketing, Food, Hospitality Industry, Hospitality Management
Education
Institute of Culinary Education 2012 — 2013
Diploma
Fashion Institute of Technology
BS
Fashion Institute of Technology 1983 — 1985
AAS
The Grand Summit Hotel October 2014 - Present
The New York Palace September 2014 - September 2014
The New York Palace Hotel July 2013 - June 2014
theme weavers February 2012 - June 2013
self employed (event services) January 2010 - January 2012
lia sophia October 2007 - December 2010
Lehman Brothers September 1995 - June 2000
Lehman Brothers August 1989 - September 1995
Skills
Event Planning, Event Management, Customer Service, Marketing Communications, custom graphics, Gifts, Management, Microsoft Office, Time Management, Leadership, Graphics, Hospitality, Training, Social Media, Human Resources, Marketing, Food, Hospitality Industry, Hospitality Management
Education
Institute of Culinary Education 2012 — 2013
Diploma
Fashion Institute of Technology
BS
Fashion Institute of Technology 1983 — 1985
AAS
Richard Stieglitz Richard Stieglitz's Lehman Brothers Experience June 2002 - September 2008
Job Vice President at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers June 2002 - September 2008
Ernst & Young June 2000 - June 2002
Prudential Insurance May 1999 - June 2000
Skills
Sybase, Microsoft SQL Server, Oracle HR, Business Intelligence, Data Warehousing, ETL Tools, Informatica, Object Oriented Design, C#, WPF Development, Visual Basic, Unix, Linux, Balance Sheet, Integration, SDLC, Enterprise Architecture, Software Project..., Software Development
Education
NYU School of Continuing Education 1996 — 1996
Certificate in Local Area Network Administration, Network Administration
Fairleigh Dickinson University 1983 — 1987
BS, Finance
Barclays Capital September 2008 - Present
Lehman Brothers June 2002 - September 2008
Ernst & Young June 2000 - June 2002
Prudential Insurance May 1999 - June 2000
Skills
Sybase, Microsoft SQL Server, Oracle HR, Business Intelligence, Data Warehousing, ETL Tools, Informatica, Object Oriented Design, C#, WPF Development, Visual Basic, Unix, Linux, Balance Sheet, Integration, SDLC, Enterprise Architecture, Software Project..., Software Development
Education
NYU School of Continuing Education 1996 — 1996
Certificate in Local Area Network Administration, Network Administration
Fairleigh Dickinson University 1983 — 1987
BS, Finance
Tom Hudacko Tom Hudacko's Lehman Brothers Experience 1988 - 2000
Job Founder and Partner at Best Gift Giving.com, llc
Industry Internet
Experience
Best Gift Giving.com, llc January 2010 - Present
Hudacko Enterprises, L.L.C. May 2007 - Present
TRI Perks, LLC October 2010 - January 2013
UBS February 2000 - June 2003
Lehman Brothers 1988 - 2000
Skills
Fundraising, Small Business, Start-ups, Strategic Planning, Business Strategy, Marketing, Business Development, Website Development, Business Planning, Marketing Strategy, Leadership, New Business Development, Account Management, Sales Management, Training, Team Building
Education
Fairleigh Dickinson University
B.S., Business Management
Ocean County College
A.A., Business Administraton
Best Gift Giving.com, llc January 2010 - Present
Hudacko Enterprises, L.L.C. May 2007 - Present
TRI Perks, LLC October 2010 - January 2013
UBS February 2000 - June 2003
Lehman Brothers 1988 - 2000
Skills
Fundraising, Small Business, Start-ups, Strategic Planning, Business Strategy, Marketing, Business Development, Website Development, Business Planning, Marketing Strategy, Leadership, New Business Development, Account Management, Sales Management, Training, Team Building
Education
Fairleigh Dickinson University
B.S., Business Management
Ocean County College
A.A., Business Administraton
Matt Sangiuolo's Lehman Brothers Experience November 2004 - March 2008
Job President at Mass Financial
Industry Banking
Experience
Mass Financial June 2010 - Present
SunTrust Bank March 2008 - August 2009
Lehman Brothers November 2004 - March 2008
A.G. Edwards & Sons, Inc. March 2001 - March 2003
Skills
Financial Analysis, Financial Management, Financial Modeling, Business Process..., Six Sigma, Sales Management, Management Consulting, Capital Management, Working Capital..., Debt Raising, Account Management, Key Account Management, Business Strategy, Business Management, Small Business, Marketing Strategy, Marketing Communications, Team Building, Team Management, Cross-functional Team..., Management, Banking, Mergers & Acquisitions, Mortgage Lending, Managerial Finance, Sales, Finance, Investments, Underwriting, Loans
Education
Florida Atlantic University 2010 — 2012
Lean Six Sigma Black Belt, Lean Six Sigma Methodology
Palm Beach Atlantic University 2009 — 2010
MBA, Business Administration
University of Central Florida - College of Business Administration 1998 — 2000
Bachelors of Science, Finance
Martin County High School
Mass Financial June 2010 - Present
SunTrust Bank March 2008 - August 2009
Lehman Brothers November 2004 - March 2008
A.G. Edwards & Sons, Inc. March 2001 - March 2003
Skills
Financial Analysis, Financial Management, Financial Modeling, Business Process..., Six Sigma, Sales Management, Management Consulting, Capital Management, Working Capital..., Debt Raising, Account Management, Key Account Management, Business Strategy, Business Management, Small Business, Marketing Strategy, Marketing Communications, Team Building, Team Management, Cross-functional Team..., Management, Banking, Mergers & Acquisitions, Mortgage Lending, Managerial Finance, Sales, Finance, Investments, Underwriting, Loans
Education
Florida Atlantic University 2010 — 2012
Lean Six Sigma Black Belt, Lean Six Sigma Methodology
Palm Beach Atlantic University 2009 — 2010
MBA, Business Administration
University of Central Florida - College of Business Administration 1998 — 2000
Bachelors of Science, Finance
Martin County High School
Sandy Morelli Sandy Morelli's Lehman Brothers Experience January 1997 - January 2000
Job Assistant Planner Bed, Bath & Beyond
Industry Retail
Experience
Bed Bath & Beyond July 2011 - Present
Kenneth Cole Productions January 2003 - July 2011
Kenneth Cole Productions January 2000 - January 2003
Lehman Brothers January 1997 - January 2000
Skills
Retail, Strategy, Team Building, Visual Merchandising, Vendor Management, Merchandising, Loss Prevention, Forecasting, Fashion, Budgets, Store Management, Sales, Management, Apparel, Inventory Management
Education
Fashion Institute of Technology 2007 — 2011
Fashion Merchandising Management A.A.S, Fashion Merchandising
Long Island Business Institute 1993 — 1994
Office Assistant Diploma, Office Assistant/Buiness/Administrative
Fashion Institute of Technology
Fashion Merchandising Management
Bed Bath & Beyond July 2011 - Present
Kenneth Cole Productions January 2003 - July 2011
Kenneth Cole Productions January 2000 - January 2003
Lehman Brothers January 1997 - January 2000
Skills
Retail, Strategy, Team Building, Visual Merchandising, Vendor Management, Merchandising, Loss Prevention, Forecasting, Fashion, Budgets, Store Management, Sales, Management, Apparel, Inventory Management
Education
Fashion Institute of Technology 2007 — 2011
Fashion Merchandising Management A.A.S, Fashion Merchandising
Long Island Business Institute 1993 — 1994
Office Assistant Diploma, Office Assistant/Buiness/Administrative
Fashion Institute of Technology
Fashion Merchandising Management
Jeff Bezenyan Jeff Bezenyan's Lehman Brothers Experience February 2005 - April 2008
Job President at Integraph Productions
Industry Information Technology and Services
Experience
Integraph Productions, LLC. October 1996 - Present
Knights of Columbus February 2012 - July 2015
Citigroup Global Markets May 2010 - February 2012
Merck February 2009 - May 2010
The McGraw Hill Companies April 2008 - February 2009
Lehman Brothers February 2005 - April 2008
Bank of America January 2004 - February 2005
Skills
User Experience, Information Architecture, Front-end Development, User Interface, Web Development, Web Design, Intranet, Web 2.0, Graphic Design, User-centered Design, User Interface Design, Interaction Design, HTML5, CSS, jQuery, HTML, JavaScript, E-commerce, Prototyping, Accessibility, Dreamweaver, Web Applications, Wireframes, AJAX, Creative Direction, Front-end, InDesign, Photoshop, Usability, User Experience Design
Education
Fashion Institute of Technology 2014 — 2018
BFA, Graphic Design
Fashion Institute of Technology 1984 — 1998
BFA, Design
Integraph Productions, LLC. October 1996 - Present
Knights of Columbus February 2012 - July 2015
Citigroup Global Markets May 2010 - February 2012
Merck February 2009 - May 2010
The McGraw Hill Companies April 2008 - February 2009
Lehman Brothers February 2005 - April 2008
Bank of America January 2004 - February 2005
Skills
User Experience, Information Architecture, Front-end Development, User Interface, Web Development, Web Design, Intranet, Web 2.0, Graphic Design, User-centered Design, User Interface Design, Interaction Design, HTML5, CSS, jQuery, HTML, JavaScript, E-commerce, Prototyping, Accessibility, Dreamweaver, Web Applications, Wireframes, AJAX, Creative Direction, Front-end, InDesign, Photoshop, Usability, User Experience Design
Education
Fashion Institute of Technology 2014 — 2018
BFA, Graphic Design
Fashion Institute of Technology 1984 — 1998
BFA, Design
Sarah E. Alderman Sarah E. Alderman's Lehman Brothers Experience 2000 - 2004
Job Compliance Officer at Dreman Value Management, LLC
Industry Financial Services
Experience
Dreman Value Management, LLC July 2015 - Present
Barclays Wealth and Investment Management January 2013 - July 2015
Barclays July 2011 - January 2013
Barclays Wealth 2008 - 2011
Merrill Lynch 2005 - 2008
Lebenthal 2005 - 2005
Lehman Brothers 2000 - 2004
Education
Florida Atlantic University
Finance
Dreman Value Management, LLC July 2015 - Present
Barclays Wealth and Investment Management January 2013 - July 2015
Barclays July 2011 - January 2013
Barclays Wealth 2008 - 2011
Merrill Lynch 2005 - 2008
Lebenthal 2005 - 2005
Lehman Brothers 2000 - 2004
Education
Florida Atlantic University
Finance
Neil Asinger Neil Asinger's Lehman Brothers Experience 2004 - March 2006
Job Director of Finance at Ticket Evolution
Industry Accounting
Experience
Ticket Evolution February 2014 - Present
Aurora Systems Group February 2012 - January 2014
MLB Advanced Media, LP March 2006 - May 2011
Lehman Brothers 2004 - March 2006
Ernst & Young LLP 2002 - 2004
Skills
Process Improvement, Business Analysis, Vendor Management, Management, Project Management, CRM, Business Intelligence, Strategic Planning, Team Leadership, Recruiting, Team Building, Program Management, Accounting, Forecasting, PeopleSoft, Financial Analysis, Microsoft Excel, Consulting, Marketing, Microsoft Office, Budgets
Education
Fordham Gabelli School of Business 2001 — 2001
MBA, Communication and Media Management
Fordham University 1997 — 2001
Bachelor of Science (BS), Accounting
St. Louis University High School
Ticket Evolution February 2014 - Present
Aurora Systems Group February 2012 - January 2014
MLB Advanced Media, LP March 2006 - May 2011
Lehman Brothers 2004 - March 2006
Ernst & Young LLP 2002 - 2004
Skills
Process Improvement, Business Analysis, Vendor Management, Management, Project Management, CRM, Business Intelligence, Strategic Planning, Team Leadership, Recruiting, Team Building, Program Management, Accounting, Forecasting, PeopleSoft, Financial Analysis, Microsoft Excel, Consulting, Marketing, Microsoft Office, Budgets
Education
Fordham Gabelli School of Business 2001 — 2001
MBA, Communication and Media Management
Fordham University 1997 — 2001
Bachelor of Science (BS), Accounting
St. Louis University High School
Armando A. Ureña Armando A. Ureña's Lehman Brothers Experience June 2001 - September 2006
Job Financial Advisor, Senior Vice President Investment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2006 - Present
Lehman Brothers June 2001 - September 2006
U.S. Department of State June 1993 - June 1999
United States Army July 1985 - June 1988
Skills
Investments, Wealth Management, Equities, Fixed Income, Asset Managment, Asset Allocation, Portfolio Management, Strategic Financial..., Series 7, Series 63, Alternative Investments, Investment Advisory, ETFs, Hedge Funds, Investment Strategies, Capital Markets, Wealth Management..., Mutual Funds, Bonds, Securities
Education
Thunderbird School of Global Management 1999 — 2001
MBA, Investment Management
Florida International University 1988 — 1992
Bachelors, International Relations
Wells Fargo Advisors, LLC September 2006 - Present
Lehman Brothers June 2001 - September 2006
U.S. Department of State June 1993 - June 1999
United States Army July 1985 - June 1988
Skills
Investments, Wealth Management, Equities, Fixed Income, Asset Managment, Asset Allocation, Portfolio Management, Strategic Financial..., Series 7, Series 63, Alternative Investments, Investment Advisory, ETFs, Hedge Funds, Investment Strategies, Capital Markets, Wealth Management..., Mutual Funds, Bonds, Securities
Education
Thunderbird School of Global Management 1999 — 2001
MBA, Investment Management
Florida International University 1988 — 1992
Bachelors, International Relations
Carla Mantilla Carla Mantilla's Lehman Brothers Experience June 2001 - September 2008
Job Global Head of Client Data Management & Document Control
Industry Capital Markets
Experience
Credit Suisse April 2011 - Present
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2001 - September 2008
Skills
Reference Data, AML, Analysis, Business Development, Capital Markets, Competitive Analysis, Customer Service, Financial Services, KYC, Management, Marketing Strategy, Project Management, Fixed Income, Business Analysis
Education
Florida International University 1999 — 2001
BA, Economics
Università Commerciale 'Luigi Bocconi'
Economics
Credit Suisse April 2011 - Present
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2001 - September 2008
Skills
Reference Data, AML, Analysis, Business Development, Capital Markets, Competitive Analysis, Customer Service, Financial Services, KYC, Management, Marketing Strategy, Project Management, Fixed Income, Business Analysis
Education
Florida International University 1999 — 2001
BA, Economics
Università Commerciale 'Luigi Bocconi'
Economics
Kristina Vega Kristina Vega's Lehman Brothers Experience October 2004 - September 2008
Job Executive Assistant at Generation Ready
Industry Education Management
Experience
Generation Ready June 2015 - Present
Dealogic March 2014 - March 2015
M. Luca & Associates 2008 - 2014
Lehman Brothers October 2004 - September 2008
brandston partnership inc 2002 - 2004
Skills
Customer Service, Recruiting, Employee Relations, Human Resources, Microsoft Office, Outlook, Talent Acquisition, Management, Applicant Tracking..., Event Planning
Education
Fashion Institute of Technology 1996 — 1999
Associate's degree, Fashion Merchandising
Art and Design High School 1992 — 1995
Photography, Photography
Generation Ready June 2015 - Present
Dealogic March 2014 - March 2015
M. Luca & Associates 2008 - 2014
Lehman Brothers October 2004 - September 2008
brandston partnership inc 2002 - 2004
Skills
Customer Service, Recruiting, Employee Relations, Human Resources, Microsoft Office, Outlook, Talent Acquisition, Management, Applicant Tracking..., Event Planning
Education
Fashion Institute of Technology 1996 — 1999
Associate's degree, Fashion Merchandising
Art and Design High School 1992 — 1995
Photography, Photography
John J. Flading's Lehman Brothers Experience November 1988 - July 1992
Job CEO and President SwingAway Sports Products Inc.
Industry Sporting Goods
Experience
SwingAway Sports Products, Inc. February 2008 - Present
Titan Sports Group, LLC. February 2007 - Present
Swing X-Treme LLC September 2007 - December 2010
Deutsche Bank of the Americas April 2005 - May 2010
Morgan Stanley 2000 - 2005
Bankers Trust August 1998 - February 2000
Alex Brown & Sons July 1992 - August 1998
Lehman Brothers November 1988 - July 1992
Drexel Burnham Lambert September 1986 - November 1988
U.S. Lines Inc. 1982 - 1986
Skills
Sports, Marketing, Leadership, Sales, Business Planning, Sports Marketing, Strategic Planning, Marketing Strategy, Baseball, Entrepreneurship, Sports Management, Social Media, Business Strategy, Coaching, New Business Development, Event Management, Management, Strategic Partnerships, Sponsorship, Forecasting, Social Media Marketing, Finance, Start-ups, Sporting Goods, P&L Management, Training, Social Networking, Venture Capital, Public Relations, Strategy, Team Building, Sponsorship Sales, Small Business, Business Development, Competitive Analysis, Football, Customer Service, Fundraising, Mergers, Investments, Executive Management, Product Marketing, Sales Management, Time Management, Contract Negotiation, Mergers & Acquisitions, Marketing Communications, Program Management, Asset Managment, Financial Reporting
Education
Fordham University 1978 — 1982
BS, Marketing/Finance
Peters Township High School 1974 — 1978
SwingAway Sports Products, Inc. February 2008 - Present
Titan Sports Group, LLC. February 2007 - Present
Swing X-Treme LLC September 2007 - December 2010
Deutsche Bank of the Americas April 2005 - May 2010
Morgan Stanley 2000 - 2005
Bankers Trust August 1998 - February 2000
Alex Brown & Sons July 1992 - August 1998
Lehman Brothers November 1988 - July 1992
Drexel Burnham Lambert September 1986 - November 1988
U.S. Lines Inc. 1982 - 1986
Skills
Sports, Marketing, Leadership, Sales, Business Planning, Sports Marketing, Strategic Planning, Marketing Strategy, Baseball, Entrepreneurship, Sports Management, Social Media, Business Strategy, Coaching, New Business Development, Event Management, Management, Strategic Partnerships, Sponsorship, Forecasting, Social Media Marketing, Finance, Start-ups, Sporting Goods, P&L Management, Training, Social Networking, Venture Capital, Public Relations, Strategy, Team Building, Sponsorship Sales, Small Business, Business Development, Competitive Analysis, Football, Customer Service, Fundraising, Mergers, Investments, Executive Management, Product Marketing, Sales Management, Time Management, Contract Negotiation, Mergers & Acquisitions, Marketing Communications, Program Management, Asset Managment, Financial Reporting
Education
Fordham University 1978 — 1982
BS, Marketing/Finance
Peters Township High School 1974 — 1978
Shannon Dresch Shannon Dresch's Lehman Brothers Experience May 2007 - November 2008
Job
Industry Capital Markets
Experience
Morgan Stanley March 2010 - Present
Lehman Brothers Holding Inc February 2009 - March 2010
Lehman Brothers May 2007 - November 2008
Citigroup February 2006 - May 2007
Verizon July 2002 - February 2006
Skills
Forecasting, Strategy, Equities, Derivatives, Management, Financial Modeling, Capital Markets, Valuation, Finance, Fixed Income, Financial Analysis, Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
MBA
Villanova University 1998 — 2002
BA
Morgan Stanley March 2010 - Present
Lehman Brothers Holding Inc February 2009 - March 2010
Lehman Brothers May 2007 - November 2008
Citigroup February 2006 - May 2007
Verizon July 2002 - February 2006
Skills
Forecasting, Strategy, Equities, Derivatives, Management, Financial Modeling, Capital Markets, Valuation, Finance, Fixed Income, Financial Analysis, Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
MBA
Villanova University 1998 — 2002
BA
Steve E. Morgan Steve E. Morgan's Lehman Brothers Experience April 1991 - March 1997
Job
Industry Financial Services
Experience
Bank of America July 2008 - Present
Countrywide Financial Corp. February 2007 - June 2008
Three Points Foundation February 2006 - February 2007
American Express April 2005 - February 2006
Marsh & McLennan August 2003 - December 2005
PricewaterhouseCoopers August 1997 - August 2002
Lehman Brothers April 1991 - March 1997
Skills
Strategy, Management Consulting, Business Analysis, Business Strategy, Banking, Financial Modeling, Business Planning, Strategic Planning, Financial Risk, Management, Financial Services, Team Leadership, Project Management, Investment Banking, Six Sigma, Recruiting, Risk Management, Financial Analysis, Capital Markets, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1997
St. Jago H.S.
Bank of America July 2008 - Present
Countrywide Financial Corp. February 2007 - June 2008
Three Points Foundation February 2006 - February 2007
American Express April 2005 - February 2006
Marsh & McLennan August 2003 - December 2005
PricewaterhouseCoopers August 1997 - August 2002
Lehman Brothers April 1991 - March 1997
Skills
Strategy, Management Consulting, Business Analysis, Business Strategy, Banking, Financial Modeling, Business Planning, Strategic Planning, Financial Risk, Management, Financial Services, Team Leadership, Project Management, Investment Banking, Six Sigma, Recruiting, Risk Management, Financial Analysis, Capital Markets, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1997
St. Jago H.S.
Jeanne Reilly McCusker Jeanne Reilly McCusker's Lehman Brothers Experience 1980 - 1984
Job Realtor (c)
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage October 2008 - Present
William Pitt Sotheby's International Realty January 2006 - October 2008
COVANSYS 1998 - 2001
Kaiser Foundation Health Plans 1996 - 1998
Kaiser Permanente 1996 - 1998
CIGNA 1993 - 1996
Citibank 1988 - 1989
Tesseract Corporation May 1984 - October 1988
Lehman Brothers Kuhn Loeb Inc. 1980 - 1984
Lehman Brothers 1980 - 1984
Skills
Selling, Sellers, New Home Sales, Real Estate, Business Analysis, Customer Service, Buyer Representation, Training, Leadership, Residential Homes, Sales Presentations, Buyers, Real Estate Transactions, Customer Retention, Real Property, Referrals, Relocation, Human Resources, Sales, Budgets, Lifestyle Changes in...
Education
Fordham University 1972 — 1977
BA, American Studies
Holy Family Academy 1968 — 1972
Coldwell Banker Residential Brokerage October 2008 - Present
William Pitt Sotheby's International Realty January 2006 - October 2008
COVANSYS 1998 - 2001
Kaiser Foundation Health Plans 1996 - 1998
Kaiser Permanente 1996 - 1998
CIGNA 1993 - 1996
Citibank 1988 - 1989
Tesseract Corporation May 1984 - October 1988
Lehman Brothers Kuhn Loeb Inc. 1980 - 1984
Lehman Brothers 1980 - 1984
Skills
Selling, Sellers, New Home Sales, Real Estate, Business Analysis, Customer Service, Buyer Representation, Training, Leadership, Residential Homes, Sales Presentations, Buyers, Real Estate Transactions, Customer Retention, Real Property, Referrals, Relocation, Human Resources, Sales, Budgets, Lifestyle Changes in...
Education
Fordham University 1972 — 1977
BA, American Studies
Holy Family Academy 1968 — 1972
Diane Kane's Lehman Brothers Experience 1983 - 1989
Job Financial Advisor at VALIC Financial Advisors, Inc.
Industry Financial Services
Experience
VALIC Financial Advisors, Inc. July 2014 - Present
BPV Capital Management 2012 - 2013
Capital Markets June 2011 - June 2012
Quick Cuisine, LLC August 2005 - June 2011
B. Riley & Co. 2001 - 2004
Sutro & Co. 1996 - 2001
Schroder Wertheim & Co 1991 - 1996
Cowen & Co. 1989 - 1991
Lehman Brothers 1983 - 1989
Skills
Series 7, Alternative Investments, ETFs, Fixed Income, High Yield, Distressed Securities, Consultative Selling, Research, Financial Analysis, New Business Development, Cold Calling, Follow-up, Series 63, Hedge Funds, Cross Selling
Education
Florida Atlantic University 1976 — 1978
BS, Marketing/Finance
Florida State University - College of Business 1973 — 1975
BS, Business
VALIC Financial Advisors, Inc. July 2014 - Present
BPV Capital Management 2012 - 2013
Capital Markets June 2011 - June 2012
Quick Cuisine, LLC August 2005 - June 2011
B. Riley & Co. 2001 - 2004
Sutro & Co. 1996 - 2001
Schroder Wertheim & Co 1991 - 1996
Cowen & Co. 1989 - 1991
Lehman Brothers 1983 - 1989
Skills
Series 7, Alternative Investments, ETFs, Fixed Income, High Yield, Distressed Securities, Consultative Selling, Research, Financial Analysis, New Business Development, Cold Calling, Follow-up, Series 63, Hedge Funds, Cross Selling
Education
Florida Atlantic University 1976 — 1978
BS, Marketing/Finance
Florida State University - College of Business 1973 — 1975
BS, Business
Chetan Baheti's Lehman Brothers Experience February 2006 - March 2007
Job Technical Architect & Senior Developer at Synechron
Industry Information Technology and Services
Experience
Synechron February 2014 - Present
Synechron January 2012 - December 2013
Synechron January 2010 - December 2011
Synechron April 2009 - December 2009
Synechron March 2007 - January 2009
Lehman Brothers February 2006 - March 2007
Atos Origin February 2004 - February 2006
Skills
Java, J2EE, GWT, Oracle SQL, PL/SQL, Spring, Hibernate, Application Architecture, Software Project..., DB2, AJAX, JavaScript, Vaadin, SSO, Maven, OSGi, Weblogic, OC4J, Tomcat, CXF, Axis, IzPack, Mockito, JUnit, Git, Confluence, JIRA, Visio, Eclipse, Subversion, EAI, P&C Insurance, Web Development, Java Enterprise Edition, Spring Framework, Agile Methodologies, SOA
Education
CDAC, ACTS, Pune 2003 — 2004
Post Graduate Diploma, Computer Programming, Grade A
Pune University 1999 — 2003
Bachelor of Engineering (BEng), Electronics, First Class with Distinction
Fergusson College 1997 — 1999
HSC, Science
Synechron February 2014 - Present
Synechron January 2012 - December 2013
Synechron January 2010 - December 2011
Synechron April 2009 - December 2009
Synechron March 2007 - January 2009
Lehman Brothers February 2006 - March 2007
Atos Origin February 2004 - February 2006
Skills
Java, J2EE, GWT, Oracle SQL, PL/SQL, Spring, Hibernate, Application Architecture, Software Project..., DB2, AJAX, JavaScript, Vaadin, SSO, Maven, OSGi, Weblogic, OC4J, Tomcat, CXF, Axis, IzPack, Mockito, JUnit, Git, Confluence, JIRA, Visio, Eclipse, Subversion, EAI, P&C Insurance, Web Development, Java Enterprise Edition, Spring Framework, Agile Methodologies, SOA
Education
CDAC, ACTS, Pune 2003 — 2004
Post Graduate Diploma, Computer Programming, Grade A
Pune University 1999 — 2003
Bachelor of Engineering (BEng), Electronics, First Class with Distinction
Fergusson College 1997 — 1999
HSC, Science
Adriana Vinansaca Adriana Vinansaca's Lehman Brothers Experience July 2006 - August 2006
Job Entrepreneurial Accounting Manager at Runa
Industry Accounting
Experience
Runa January 2014 - Present
Scanbuy June 2010 - January 2014
UBS Financial Services March 2010 - May 2010
Scanbuy March 2008 - May 2010
Fordham University August 2006 - September 2007
Lehman Brothers July 2006 - August 2006
Skills
Microsoft Excel, Quickbooks, Salesforce.com, Zuora, Accounts Payable, Accounts Receivable, Microsoft Office, Human Resources, Bilingual-Spanish, QuickBooks, Start-ups, Financial Reporting, Strategic Financial..., Executive Management, Forecasting, Finance, Account Management, Invoicing, Financial Analysis, Strategic Partnerships, Accounting, Auditing, Management, Payroll, Corporate Finance, Marketing, Consolidation
Education
Fordham University 2006 — 2010
B.S. Science, Finance
The High School for Arts & Business 2002 — 2006
Advanced HS Diploma, Business
Runa January 2014 - Present
Scanbuy June 2010 - January 2014
UBS Financial Services March 2010 - May 2010
Scanbuy March 2008 - May 2010
Fordham University August 2006 - September 2007
Lehman Brothers July 2006 - August 2006
Skills
Microsoft Excel, Quickbooks, Salesforce.com, Zuora, Accounts Payable, Accounts Receivable, Microsoft Office, Human Resources, Bilingual-Spanish, QuickBooks, Start-ups, Financial Reporting, Strategic Financial..., Executive Management, Forecasting, Finance, Account Management, Invoicing, Financial Analysis, Strategic Partnerships, Accounting, Auditing, Management, Payroll, Corporate Finance, Marketing, Consolidation
Education
Fordham University 2006 — 2010
B.S. Science, Finance
The High School for Arts & Business 2002 — 2006
Advanced HS Diploma, Business
Bruce Wong Bruce Wong's Lehman Brothers Experience 2008 - 2009
Job Senior Financial Analyst at CBS Interactive
Industry Banking
Experience
CBS Interactive January 2015 - Present
Brean Capital, LLC April 2014 - December 2014
JPMorgan Chase August 2009 - March 2014
Lehman Brothers 2008 - 2009
Skills
Portfolio Management, Investments, Corporate Finance, Equities, Analysis, Financial Modeling, Finance, Equity Research, Bloomberg, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Investment Management, 3.9 / 4.0
State University of New York at Stony Brook 2004 — 2007
B.A and B.S, Finance and Economics
CBS Interactive January 2015 - Present
Brean Capital, LLC April 2014 - December 2014
JPMorgan Chase August 2009 - March 2014
Lehman Brothers 2008 - 2009
Skills
Portfolio Management, Investments, Corporate Finance, Equities, Analysis, Financial Modeling, Finance, Equity Research, Bloomberg, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Investment Management, 3.9 / 4.0
State University of New York at Stony Brook 2004 — 2007
B.A and B.S, Finance and Economics
Jaime Ploscowe Jaime Ploscowe's Lehman Brothers Experience October 1987 - 1993
Job Invitation Artist
Industry Design
Experience
Inviting Jaime January 2004 - Present
Morgan Stanley Smith Barney 1993 - 1997
Lehman Brothers October 1987 - 1993
Soap Opera Digest September 1986 - May 1987
Skills
Custom Invitations, Logo Design, Creativity, Graphic Design, Art, Invitations, Announcements, Creative Strategy, Creative Direction, Stationery, Advertising, Vector Illustration
Education
Fashion Institute of Technology 1986 — 1987
Associate of Arts (AA), Advertising
SUNY Oneonta 1983 — 1986
Bachelor of Arts (BA), Fine and Studio Arts
Inviting Jaime January 2004 - Present
Morgan Stanley Smith Barney 1993 - 1997
Lehman Brothers October 1987 - 1993
Soap Opera Digest September 1986 - May 1987
Skills
Custom Invitations, Logo Design, Creativity, Graphic Design, Art, Invitations, Announcements, Creative Strategy, Creative Direction, Stationery, Advertising, Vector Illustration
Education
Fashion Institute of Technology 1986 — 1987
Associate of Arts (AA), Advertising
SUNY Oneonta 1983 — 1986
Bachelor of Arts (BA), Fine and Studio Arts
Mimi Capote, PhD Mimi Capote, PhD's Lehman Brothers Experience March 2005 - June 2006
Job Professor, Sr. Graphic Designer & Social Media Manager
Industry Graphic Design
Experience
Independent Consultant January 1996 - Present
Wells Fargo June 2014 - August 2015
Borinquen Medical Centers of Miami-Dade November 2011 - December 2012
BP Pipelines N.A. October 2009 - August 2012
NAI Miami Commercial Real Estate Services, Worldwide September 2006 - May 2010
Lehman Brothers March 2005 - June 2006
Graffx International, Inc. December 2001 - March 2005
Aon Consulting June 1999 - December 2001
Skills
Microsoft Office, PowerPoint, Excel, Access, Windows, Photoshop, Adobe Creative Suite, Teamwork, Customer Service, Administration, Advertising, Customer Relations, Social Media Marketing, Word, Marketing Strategy, Public Relations, Marketing Communications, Problem Solving, Budgeting, Social Media, Strategic Planning, Real Estate, Promotions, Online Marketing, Outlook, Social Networking, Event Planning, Event Management, Public Speaking, Research, Writing, Fundraising, Marketing Materials, Non-profits, InDesign, Retail, SEO, Team Leadership, Team Building, Documentation, Troubleshooting, Time Management, Editing, Scheduling, Adobe Acrobat, Negotiation, Graphic Design, Project Planning, Leadership, Project Management
Education
Universitat des Illes Balears 2008 — 2009
Doctor of Philosophy (Ph.D.), International Business
Florida Gulf Coast University 2005 — 2007
MBA, Masters in Business Administration with a focus in Marketing
University of Florida 1995 — 1999
BFA, Dual Bachelors in Graphic Design and Painting
Independent Consultant January 1996 - Present
Wells Fargo June 2014 - August 2015
Borinquen Medical Centers of Miami-Dade November 2011 - December 2012
BP Pipelines N.A. October 2009 - August 2012
NAI Miami Commercial Real Estate Services, Worldwide September 2006 - May 2010
Lehman Brothers March 2005 - June 2006
Graffx International, Inc. December 2001 - March 2005
Aon Consulting June 1999 - December 2001
Skills
Microsoft Office, PowerPoint, Excel, Access, Windows, Photoshop, Adobe Creative Suite, Teamwork, Customer Service, Administration, Advertising, Customer Relations, Social Media Marketing, Word, Marketing Strategy, Public Relations, Marketing Communications, Problem Solving, Budgeting, Social Media, Strategic Planning, Real Estate, Promotions, Online Marketing, Outlook, Social Networking, Event Planning, Event Management, Public Speaking, Research, Writing, Fundraising, Marketing Materials, Non-profits, InDesign, Retail, SEO, Team Leadership, Team Building, Documentation, Troubleshooting, Time Management, Editing, Scheduling, Adobe Acrobat, Negotiation, Graphic Design, Project Planning, Leadership, Project Management
Education
Universitat des Illes Balears 2008 — 2009
Doctor of Philosophy (Ph.D.), International Business
Florida Gulf Coast University 2005 — 2007
MBA, Masters in Business Administration with a focus in Marketing
University of Florida 1995 — 1999
BFA, Dual Bachelors in Graphic Design and Painting
Sherif L. Shenouda Sherif L. Shenouda's Lehman Brothers Experience 1999 - 2002
Job Senior Systems Engineer ITO Service Delivery at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard May 2015 - Present
Deutsche Bank NA 2006 - Present
Bank of New York Mellon June 2005 - May 2006
JPMorgan Chase May 2003 - December 2004
Lehman Brothers 1999 - 2002
Skills
BMC BladeLogic Server..., Virtualization, VMware ESX, Storage, VMware, Windows Server, Windows Server 2003, Windows Server 2008, SAN, Active Directory, HP, ITIL, Operating Systems, Data Center, Unix, SharePoint, Solaris, Windows, Blades, Linux, SLES, SUSE, Shell Scripting, Enterprise Architecture, VBScript, Business Continuity..., IT Management, Systems Engineering, System Deployment, Cloud Computing, VMware Infrastructure, Disaster Recovery, Security, NAS, High Availability, Cluster, AIX, Server Architecture, Storage Area Networks, IT Operations, Architecture, Business Continuity, Citrix, Solution Architecture, IT Service Management, Incident Management, Data Migration, IT Strategy, Red Hat Linux
Education
Fairleigh Dickinson University 1986 — 1991
BS, Engineering
Hewlett-Packard May 2015 - Present
Deutsche Bank NA 2006 - Present
Bank of New York Mellon June 2005 - May 2006
JPMorgan Chase May 2003 - December 2004
Lehman Brothers 1999 - 2002
Skills
BMC BladeLogic Server..., Virtualization, VMware ESX, Storage, VMware, Windows Server, Windows Server 2003, Windows Server 2008, SAN, Active Directory, HP, ITIL, Operating Systems, Data Center, Unix, SharePoint, Solaris, Windows, Blades, Linux, SLES, SUSE, Shell Scripting, Enterprise Architecture, VBScript, Business Continuity..., IT Management, Systems Engineering, System Deployment, Cloud Computing, VMware Infrastructure, Disaster Recovery, Security, NAS, High Availability, Cluster, AIX, Server Architecture, Storage Area Networks, IT Operations, Architecture, Business Continuity, Citrix, Solution Architecture, IT Service Management, Incident Management, Data Migration, IT Strategy, Red Hat Linux
Education
Fairleigh Dickinson University 1986 — 1991
BS, Engineering
Anthony DiMatteo's Lehman Brothers Experience June 2005 - December 2006
Job Vice President at ANZ
Industry Financial Services
Experience
Thomson Reuters September 2015 - Present
ANZ August 2011 - September 2015
Barclays Capital October 2009 - August 2011
Morgan Stanley August 2008 - August 2009
Credit Suisse Alternative Investments June 2008 - August 2008
Goldman Sachs December 2006 - February 2008
Lehman Brothers June 2005 - December 2006
Skills
Hedge Funds, Prime Brokerage, ISDA, Derivatives, Equity Derivatives, Swaps, Commodities, Options, FX, Loans, Risk Management, Commodity, FX Options, Credit Risk, Credit, Due Diligence, Emerging Markets, Equities, Financial Markets, Financial Structuring, Fixed Income, Middle Office, Mutual Funds, Portfolio Management, Settlement, Trading
Education
Hofstra University School of Law 2001 — 2004
J.D., Law Degree
Florida State University - College of Business 1997 — 2001
B.S., Risk Management
Thomson Reuters September 2015 - Present
ANZ August 2011 - September 2015
Barclays Capital October 2009 - August 2011
Morgan Stanley August 2008 - August 2009
Credit Suisse Alternative Investments June 2008 - August 2008
Goldman Sachs December 2006 - February 2008
Lehman Brothers June 2005 - December 2006
Skills
Hedge Funds, Prime Brokerage, ISDA, Derivatives, Equity Derivatives, Swaps, Commodities, Options, FX, Loans, Risk Management, Commodity, FX Options, Credit Risk, Credit, Due Diligence, Emerging Markets, Equities, Financial Markets, Financial Structuring, Fixed Income, Middle Office, Mutual Funds, Portfolio Management, Settlement, Trading
Education
Hofstra University School of Law 2001 — 2004
J.D., Law Degree
Florida State University - College of Business 1997 — 2001
B.S., Risk Management
Alexander Sacco Alexander Sacco's Lehman Brothers Experience September 2007 - March 2008
Job Senior Analyst at Luminary Labs
Industry Management Consulting
Experience
Luminary Labs November 2013 - Present
IDSA (The Industrial Designers Society of America) March 2013 - Present
Joyride Coffee Distributors March 2013 - November 2013
Buckingham Research Group March 2008 - September 2012
Lehman Brothers September 2007 - March 2008
Murray Weigel Hall, Fordham University September 2005 - May 2007
Lehman Brothers July 2006 - August 2006
Skills
Factset, PowerPoint, Excel, Management, Microsoft Excel, Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Economics, Bloomberg, Finance, Investments
Education
Fordham University 2003 — 2007
Bachelor of Sciences, Finance & Economics
Luminary Labs November 2013 - Present
IDSA (The Industrial Designers Society of America) March 2013 - Present
Joyride Coffee Distributors March 2013 - November 2013
Buckingham Research Group March 2008 - September 2012
Lehman Brothers September 2007 - March 2008
Murray Weigel Hall, Fordham University September 2005 - May 2007
Lehman Brothers July 2006 - August 2006
Skills
Factset, PowerPoint, Excel, Management, Microsoft Excel, Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Economics, Bloomberg, Finance, Investments
Education
Fordham University 2003 — 2007
Bachelor of Sciences, Finance & Economics
Craig Hirsh Craig Hirsh's Lehman Brothers Experience January 2006 - February 2009
Job Vice President at Lehman Brothers Holdings Inc.
Industry Banking
Experience
Lehman Brothers Holdings Inc. February 2009 - Present
Lehman Brothers January 2006 - February 2009
Lehman Brothers September 2001 - January 2006
Skills
Fixed Income, Derivatives, Bloomberg, Swaps, Interest Rate..., Credit Derivatives, Options, Middle Office, Trading Systems, Rates, Intermediation, Client Services, Prime Brokerage, Markitwire, Financial Services, Small Business, Interest Rate Swaps
Education
UF Hough Graduate School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Business
University of Florida - Warrington College of Business Administration 1997 — 2001
BSBA, Finance
Florida Atlantic University
Certificate in Corporate Financial Management
Lehman Brothers Holdings Inc. February 2009 - Present
Lehman Brothers January 2006 - February 2009
Lehman Brothers September 2001 - January 2006
Skills
Fixed Income, Derivatives, Bloomberg, Swaps, Interest Rate..., Credit Derivatives, Options, Middle Office, Trading Systems, Rates, Intermediation, Client Services, Prime Brokerage, Markitwire, Financial Services, Small Business, Interest Rate Swaps
Education
UF Hough Graduate School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Business
University of Florida - Warrington College of Business Administration 1997 — 2001
BSBA, Finance
Florida Atlantic University
Certificate in Corporate Financial Management
Sylvia Herrera Ceccarelli Sylvia Herrera Ceccarelli's Lehman Brothers Experience June 2007 - September 2008
Job Citi Corporate & Investment Banking
Industry Financial Services
Experience
Citi August 2014 - Present
Morgan Stanley July 2009 - May 2014
Barclays Investment Bank September 2008 - June 2009
Lehman Brothers June 2007 - September 2008
Skills
Investment Banking, Fixed Income, Equities, Research
Education
Fashion Institute of Technology 2005 — 2007
Bachelor's degree, International Trade and Marketing for the Fashion Industries
Fashion Institute of Technology 2001 — 2004
Associate's degree, Advertising and Marketing Communications
Citi August 2014 - Present
Morgan Stanley July 2009 - May 2014
Barclays Investment Bank September 2008 - June 2009
Lehman Brothers June 2007 - September 2008
Skills
Investment Banking, Fixed Income, Equities, Research
Education
Fashion Institute of Technology 2005 — 2007
Bachelor's degree, International Trade and Marketing for the Fashion Industries
Fashion Institute of Technology 2001 — 2004
Associate's degree, Advertising and Marketing Communications
Neil Siegel Neil Siegel's Lehman Brothers Experience March 2004 - September 2008
Job Chief Marketing Officer
Industry Financial Services
Experience
Neuberger Berman 2008 - Present
Neuberger Berman 2004 - Present
Neuberger Investment Management 2004 - Present
Lehman Brothers March 2004 - September 2008
Morgan Stanley Investment Management 1999 - 2003
Morgan Stanley 1992 - 2003
Skills
Financial Structuring, Public Relations, Cross-functional Team..., Product Development, Marketing, Integrated Marketing, Private Equity, Alternative Investments, Asset Management, Business Strategy, Competitive Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategic Partnerships, Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
University of Massachusetts, Amherst 1985 — 1989
BBA, Marketing and Economics
hempstead
Neuberger Berman 2008 - Present
Neuberger Berman 2004 - Present
Neuberger Investment Management 2004 - Present
Lehman Brothers March 2004 - September 2008
Morgan Stanley Investment Management 1999 - 2003
Morgan Stanley 1992 - 2003
Skills
Financial Structuring, Public Relations, Cross-functional Team..., Product Development, Marketing, Integrated Marketing, Private Equity, Alternative Investments, Asset Management, Business Strategy, Competitive Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategic Partnerships, Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
University of Massachusetts, Amherst 1985 — 1989
BBA, Marketing and Economics
hempstead
Alison Aun Alison Aun's Lehman Brothers Experience July 1992 - December 1995
Job Program Coordinator
Industry
Experience
New York Math Circle November 2014 - Present
Private Tutoring January 2002 - Present
Thomson Financial December 1996 - February 2002
AIC Conferences December 1995 - December 1996
Lehman Brothers July 1992 - December 1995
Skills
10+ years in financial..., Excellent communication..., Investor Relations, Equity Research, Microsoft Office, Microsoft Excel, Microsoft Word, Finance, Fixed Income, Corporate Finance, Customer Service, PowerPoint, Investments
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Accounting and Finance
New York University, Stern School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
New York Math Circle November 2014 - Present
Private Tutoring January 2002 - Present
Thomson Financial December 1996 - February 2002
AIC Conferences December 1995 - December 1996
Lehman Brothers July 1992 - December 1995
Skills
10+ years in financial..., Excellent communication..., Investor Relations, Equity Research, Microsoft Office, Microsoft Excel, Microsoft Word, Finance, Fixed Income, Corporate Finance, Customer Service, PowerPoint, Investments
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Accounting and Finance
New York University, Stern School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Lisa Rochelle Hackman Freda Lisa Rochelle Hackman Freda's Lehman Brothers Experience April 2000 - April 2009
Job Owner at Sweet Grace, Cake Designs
Industry Events Services
Experience
Sweet Grace, Cake Designs January 2010 - Present
Lehman Brothers April 2000 - April 2009
Solomon Smith Barney April 1999 - April 2000
American Stock Exchange April 1994 - April 1999
Klingenstein, Fields & Co., L.L.C. May 1989 - April 1994
Emanuel and Company May 1987 - May 1989
Skills
Financial Analysis, Banking, Financial Modeling, Business Analysis, Portfolio Management, Finance, Investments, Risk Management, Credit, Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Valuation, Derivatives, Investment Banking, Capital Markets, Equities, Financial Services, Financial Reporting, Accounting, Cake Decorating, Wedding Cakes, Birthday Cakes, Fashion Design, Entrepreneurship
Education
Fordham University 1991 — 1994
Master’s Degree, Finance
AIMR 1991 — 1993
Chartered Financial Analyst, CFA
Fashion Institute of Technology 1986 — 1987
Associate of Arts (AA), Advertising and Communications
State University of New York College at Oneonta 1983 — 1987
Bachelor's degree, Business/Managerial Economics
Sweet Grace, Cake Designs January 2010 - Present
Lehman Brothers April 2000 - April 2009
Solomon Smith Barney April 1999 - April 2000
American Stock Exchange April 1994 - April 1999
Klingenstein, Fields & Co., L.L.C. May 1989 - April 1994
Emanuel and Company May 1987 - May 1989
Skills
Financial Analysis, Banking, Financial Modeling, Business Analysis, Portfolio Management, Finance, Investments, Risk Management, Credit, Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Valuation, Derivatives, Investment Banking, Capital Markets, Equities, Financial Services, Financial Reporting, Accounting, Cake Decorating, Wedding Cakes, Birthday Cakes, Fashion Design, Entrepreneurship
Education
Fordham University 1991 — 1994
Master’s Degree, Finance
AIMR 1991 — 1993
Chartered Financial Analyst, CFA
Fashion Institute of Technology 1986 — 1987
Associate of Arts (AA), Advertising and Communications
State University of New York College at Oneonta 1983 — 1987
Bachelor's degree, Business/Managerial Economics
Yong Han Kim Yong Han Kim's Lehman Brothers Experience July 2008 - September 2008
Job AVP Prime Broker Middle Office Risk and Control
Industry Investment Banking
Experience
Barclays September 2014 - Present
Barclays Capital October 2008 - August 2014
Lehman Brothers July 2008 - September 2008
Lehman Brothers January 2007 - June 2008
Lehman Brothers November 2005 - December 2006
Lehman Brothers February 2004 - October 2005
Lehman Brothers December 2002 - January 2004
Lehman Brothers June 2001 - November 2002
Skills
Equities, Middle Office, Equity Derivatives, Structured Products, Derivatives, Options, Risk and Control, Markets Portfolio, Account Reconciliation, Project Management, Training, MI Reporting, Regulatory Audits, Trade Support, Sales Support, DTC Settlements, Bloomberg, Swaps, Trading, Settlement, Sales Operations, Investment Banking, Capital Markets, Fixed Income, Portfolio Management, Financial Risk
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
SUNY Stony Brook 1997 — 2001
Bachelor of Arts (B.A) with Departmental Honors, English
Barclays September 2014 - Present
Barclays Capital October 2008 - August 2014
Lehman Brothers July 2008 - September 2008
Lehman Brothers January 2007 - June 2008
Lehman Brothers November 2005 - December 2006
Lehman Brothers February 2004 - October 2005
Lehman Brothers December 2002 - January 2004
Lehman Brothers June 2001 - November 2002
Skills
Equities, Middle Office, Equity Derivatives, Structured Products, Derivatives, Options, Risk and Control, Markets Portfolio, Account Reconciliation, Project Management, Training, MI Reporting, Regulatory Audits, Trade Support, Sales Support, DTC Settlements, Bloomberg, Swaps, Trading, Settlement, Sales Operations, Investment Banking, Capital Markets, Fixed Income, Portfolio Management, Financial Risk
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
SUNY Stony Brook 1997 — 2001
Bachelor of Arts (B.A) with Departmental Honors, English
Lori Feldheim, PMP Lori Feldheim, PMP's Lehman Brothers Experience June 1988 - May 1995
Job Senior IT Project Manager at KPMG
Industry Information Technology and Services
Experience
KPMG June 2015 - Present
Verisk Analytics July 2013 - February 2015
Ernst & Young April 1999 - July 2013
Prudential Healthcare March 1998 - April 1999
Spectrum Technology Group September 1997 - March 1998
Imagine Tomorrow : Ramsey, NJ May 1995 - September 1997
Lehman Brothers June 1988 - May 1995
Empire Blue Cross and Blue Shield July 1986 - June 1988
Skills
Program Management, Business Analysis, Process Improvement, Mentoring, IT Strategy, PMO, Business Process..., Project Portfolio..., Risk Management, PMP, Business Transformation, Business Process, Governance, Vendor Management, ITIL, Project Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Martketing
University at Buffalo 1981 — 1984
BA, Economics
KPMG June 2015 - Present
Verisk Analytics July 2013 - February 2015
Ernst & Young April 1999 - July 2013
Prudential Healthcare March 1998 - April 1999
Spectrum Technology Group September 1997 - March 1998
Imagine Tomorrow : Ramsey, NJ May 1995 - September 1997
Lehman Brothers June 1988 - May 1995
Empire Blue Cross and Blue Shield July 1986 - June 1988
Skills
Program Management, Business Analysis, Process Improvement, Mentoring, IT Strategy, PMO, Business Process..., Project Portfolio..., Risk Management, PMP, Business Transformation, Business Process, Governance, Vendor Management, ITIL, Project Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Martketing
University at Buffalo 1981 — 1984
BA, Economics
Michael Kittivarakul Michael Kittivarakul's Lehman Brothers Experience April 2008 - August 2008
Job Business Analyst at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse January 2015 - Present
Credit Suisse May 2013 - December 2014
Credit Suisse June 2010 - May 2013
Memorial Sloan-Kettering Cancer Center January 2009 - June 2010
Lehman Brothers April 2008 - August 2008
Citi November 2005 - March 2008
Lehman Brothers May 2005 - November 2005
Weight Watchers August 2004 - May 2005
Skills
Vendor Management, Project Management, Business Analysis, Troubleshooting, SDLC, Disaster Recovery, Active Directory, Microsoft Office, Project Planning, Visio, Team Leadership, Team Building, Software Documentation, Program Management, Access, Change Management, Strategic Planning, SharePoint, Citrix, IT Strategy, Help Desk Support, Security
Education
Fashion Institute of Technology 2000 — 2004
Associate of Arts (AA), Advertising Design
Fashion Institute of Technology 2000 — 2004
Advertising Design
Credit Suisse January 2015 - Present
Credit Suisse May 2013 - December 2014
Credit Suisse June 2010 - May 2013
Memorial Sloan-Kettering Cancer Center January 2009 - June 2010
Lehman Brothers April 2008 - August 2008
Citi November 2005 - March 2008
Lehman Brothers May 2005 - November 2005
Weight Watchers August 2004 - May 2005
Skills
Vendor Management, Project Management, Business Analysis, Troubleshooting, SDLC, Disaster Recovery, Active Directory, Microsoft Office, Project Planning, Visio, Team Leadership, Team Building, Software Documentation, Program Management, Access, Change Management, Strategic Planning, SharePoint, Citrix, IT Strategy, Help Desk Support, Security
Education
Fashion Institute of Technology 2000 — 2004
Associate of Arts (AA), Advertising Design
Fashion Institute of Technology 2000 — 2004
Advertising Design
Alicia Cox-Seitz Alicia Cox-Seitz's Lehman Brothers Experience March 2007 - January 2008
Job Executive Board Member at MortgageTech® | ReImagining Encompass®
Industry Financial Services
Experience
LenderLive Network October 2014 - Present
MortgageTech® Re-Imagining Encompass® June 2014 - Present
Urban Lending Solutions December 2012 - September 2014
RP Holdings Group August 2011 - November 2012
Catalyst Lending, Inc. November 2009 - January 2011
Independent Consultant - Process Change Management May 2008 - November 2009
Lehman Brothers March 2007 - January 2008
Fidelity National Information Services September 2005 - November 2006
Select Portfolio Servicing June 2003 - September 2005
Alliance Mortgage April 2000 - June 2003
Education
Florida Southern College
Computer Science
LenderLive Network October 2014 - Present
MortgageTech® Re-Imagining Encompass® June 2014 - Present
Urban Lending Solutions December 2012 - September 2014
RP Holdings Group August 2011 - November 2012
Catalyst Lending, Inc. November 2009 - January 2011
Independent Consultant - Process Change Management May 2008 - November 2009
Lehman Brothers March 2007 - January 2008
Fidelity National Information Services September 2005 - November 2006
Select Portfolio Servicing June 2003 - September 2005
Alliance Mortgage April 2000 - June 2003
Education
Florida Southern College
Computer Science
Maryn Tillman Maryn Tillman's Lehman Brothers Experience August 2006 - October 2008
Job Associate at Renaissance Technologies LLC
Industry Investment Management
Experience
Renaissance Technologies LLC November 2008 - Present
Lehman Brothers August 2006 - October 2008
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Fixed Income, Derivatives, Investment Banking, Valuation
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Executive MBA
Syracuse University 2002 — 2006
BA, History & Poli. Sci
Renaissance Technologies LLC November 2008 - Present
Lehman Brothers August 2006 - October 2008
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Fixed Income, Derivatives, Investment Banking, Valuation
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Executive MBA
Syracuse University 2002 — 2006
BA, History & Poli. Sci
David Denson David Denson's Lehman Brothers Experience May 1988 - January 1994
Job COO at AlfaBank (Alforma Capital Markets)
Industry Financial Services
Experience
Alfa-Bank (Alforma Capital Markets) October 2004 - Present
Troika Dialog September 2002 - October 2004
Vencast Securities July 2001 - March 2002
Solid ISG Capital Markets July 2000 - July 2001
Trademine.com Securities March 2000 - July 2000
Ryan Beck & Co. May 1994 - January 2000
Lehman Brothers May 1988 - January 1994
Skills
Equities, Securities, Start-ups, Trading, Leadership
Education
Felician College 2008 — 2010
MBA
Lafayette College 1983 — 1987
BA, Economics
Alfa-Bank (Alforma Capital Markets) October 2004 - Present
Troika Dialog September 2002 - October 2004
Vencast Securities July 2001 - March 2002
Solid ISG Capital Markets July 2000 - July 2001
Trademine.com Securities March 2000 - July 2000
Ryan Beck & Co. May 1994 - January 2000
Lehman Brothers May 1988 - January 1994
Skills
Equities, Securities, Start-ups, Trading, Leadership
Education
Felician College 2008 — 2010
MBA
Lafayette College 1983 — 1987
BA, Economics
Louis Molinari Louis Molinari's Lehman Brothers Experience January 2008 - September 2008
Job Global Head of Capital Introductions and Hedge Fund Consulting at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Barclays Capital September 2008 - Present
Lehman Brothers January 2008 - September 2008
Wachovia January 2004 - July 2007
Metropolitan West 1999 - 2007
Merrill Lynch 1987 - 1999
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Executive Management, Alternative Investments, Equities, Asset Managment, Capital Markets, Portfolio Management, Derivatives, Investments, Securities, Trading, Series 7, Investment Banking, Private Equity, Bloomberg, Asset Allocation, Financial Markets, Investment Strategies, Options, Investment Management, Financial Modeling, Strategy, Securities Lending, Asset Management, Equity Trading, Valuation, Trading Systems, Emerging Markets, Credit Derivatives, Bonds, Financial Structuring, Financial Services, Relationship Management, Equity Derivatives, ETFs, Risk Management, FX Options, Electronic Trading, Commodity, Structured Finance, Series 63, Mutual Funds, Structured Products, Hedging, FINRA, Equity Research, Investor Relations, Capital
Education
Fordham University School of Law 1985 — 1989
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Fordham University 1981 — 1985
B.S., Finance, Business Administration
Barclays Capital October 2008 - Present
Barclays Capital September 2008 - Present
Lehman Brothers January 2008 - September 2008
Wachovia January 2004 - July 2007
Metropolitan West 1999 - 2007
Merrill Lynch 1987 - 1999
Skills
Hedge Funds, Fixed Income, Prime Brokerage, Executive Management, Alternative Investments, Equities, Asset Managment, Capital Markets, Portfolio Management, Derivatives, Investments, Securities, Trading, Series 7, Investment Banking, Private Equity, Bloomberg, Asset Allocation, Financial Markets, Investment Strategies, Options, Investment Management, Financial Modeling, Strategy, Securities Lending, Asset Management, Equity Trading, Valuation, Trading Systems, Emerging Markets, Credit Derivatives, Bonds, Financial Structuring, Financial Services, Relationship Management, Equity Derivatives, ETFs, Risk Management, FX Options, Electronic Trading, Commodity, Structured Finance, Series 63, Mutual Funds, Structured Products, Hedging, FINRA, Equity Research, Investor Relations, Capital
Education
Fordham University School of Law 1985 — 1989
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Fordham University 1981 — 1985
B.S., Finance, Business Administration
Mary Turnbull Mary Turnbull's Lehman Brothers Experience January 1994 - October 1995
Job Senior Vice President, Corporate Access
Industry Financial Services
Experience
Raymond James & Associates, Inc July 2008 - Present
Raymond James & Associates, Inc 2007 - 2008
Raymond James & Associates, Inc 2005 - 2006
HEART Equine Ambulance 2002 - 2005
Viatel 2001 - 2002
Salomon Smith Barney 2000 - 2000
Deutsche Bank May 1997 - 1999
Singer Asset Finance February 1996 - December 1996
Lehman Brothers January 1994 - October 1995
Lehman Brothers January 1992 - December 1993
Skills
Investor Relations, Finance, Equity Research, Securities, Series 7, Asset Management, Credit, Equities, Relationship Management, Management, Fixed Income, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Emerging Markets, Private Equity, Product Management, Marketing, Trading, Bloomberg, Portfolio Management, Derivatives, Wealth Management, Financial Advisory, Financial Markets, Series 63, Financial Services, Valuation, Capital Markets, Alternative Investments, Mutual Funds, Investment Banking, Corporate Finance
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Mount Holyoke College 1980 — 1984
Bachelor of Arts, Economics
Raymond James & Associates, Inc July 2008 - Present
Raymond James & Associates, Inc 2007 - 2008
Raymond James & Associates, Inc 2005 - 2006
HEART Equine Ambulance 2002 - 2005
Viatel 2001 - 2002
Salomon Smith Barney 2000 - 2000
Deutsche Bank May 1997 - 1999
Singer Asset Finance February 1996 - December 1996
Lehman Brothers January 1994 - October 1995
Lehman Brothers January 1992 - December 1993
Skills
Investor Relations, Finance, Equity Research, Securities, Series 7, Asset Management, Credit, Equities, Relationship Management, Management, Fixed Income, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Emerging Markets, Private Equity, Product Management, Marketing, Trading, Bloomberg, Portfolio Management, Derivatives, Wealth Management, Financial Advisory, Financial Markets, Series 63, Financial Services, Valuation, Capital Markets, Alternative Investments, Mutual Funds, Investment Banking, Corporate Finance
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Mount Holyoke College 1980 — 1984
Bachelor of Arts, Economics
Christopher De Young Christopher De Young's Lehman Brothers Experience 1991 - 1995
Job High Yield Bond Analyst at Schroders
Industry Investment Management
Experience
Schroders 2004 - January 2012
ING Furman Selz 1995 - 1998
Lehman Brothers 1991 - 1995
Skills
Asset Managment, Portfolio Management, Chartered Financial..., Investment Management, Bloomberg Terminal, High Yield, Structured Finance, Trading, Equities, Investment Banking, Fixed Income, Bloomberg, Capital Markets, Alternative Investments, Hedge Funds, Bonds, Asset Management
Education
Fordham University - Graduate School of Business Administration 1987 — 1991
Master of Business Administration (MBA), Finance
Fordham University 1981 — 1985
Bachelor of Arts (B.A.), Italian Language and Literature
Schroders 2004 - January 2012
ING Furman Selz 1995 - 1998
Lehman Brothers 1991 - 1995
Skills
Asset Managment, Portfolio Management, Chartered Financial..., Investment Management, Bloomberg Terminal, High Yield, Structured Finance, Trading, Equities, Investment Banking, Fixed Income, Bloomberg, Capital Markets, Alternative Investments, Hedge Funds, Bonds, Asset Management
Education
Fordham University - Graduate School of Business Administration 1987 — 1991
Master of Business Administration (MBA), Finance
Fordham University 1981 — 1985
Bachelor of Arts (B.A.), Italian Language and Literature
Patrick Quilty's Lehman Brothers Experience April 1990 — March 1994
Job Chief Credit Officer: AIG Global Risk Solutions
Industry Banking & Insurance & Hedge Funds
Experience
AIG September 2012 — Present
Specialized Performance Advisory Group October 2010 — September 2012
Barclays Capital November 2003 — October 2010
ABN AMRO Bank N.V. 1999 — 2003
Chase Asset Management 1995 — 1997
ARM Capital Advisors April 1994 — March 1996
Lehman Brothers April 1990 — March 1994
J.P. Morgan June 1988 — May 1990
Skills
Risk Management, Credit Risk, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Credit
Education
Florida State University - College of Business 1984 — 1988
Bachelor of Science, Economics
AIG September 2012 — Present
Specialized Performance Advisory Group October 2010 — September 2012
Barclays Capital November 2003 — October 2010
ABN AMRO Bank N.V. 1999 — 2003
Chase Asset Management 1995 — 1997
ARM Capital Advisors April 1994 — March 1996
Lehman Brothers April 1990 — March 1994
J.P. Morgan June 1988 — May 1990
Skills
Risk Management, Credit Risk, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Credit
Education
Florida State University - College of Business 1984 — 1988
Bachelor of Science, Economics
Gregory Lellouche's Lehman Brothers Experience May 2001 - August 2001
Job Founder, No Man Walks Alone
Industry Retail
Experience
No Man Walks Alone January 2013 - Present
RBC Capital Markets June 2011 - January 2013
UBS Investment Bank March 2009 - June 2011
UBS Investment Bank March 2006 - February 2009
UBS Investment Bank August 2002 - March 2006
Lehman Brothers May 2001 - August 2001
Transcapital January 1995 - April 2000
Skills
Investment Banking, Capital Markets, Mergers, Equities, IPO, Finance, Valuation, Financial Modeling, Corporate Finance, Private Equity, Fixed Income, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions, Equity Research
Education
Fashion Institute of Technology 2013 — 2013
Retail Management & Merchandising
New York University - Stern School of Business 2000 — 2002
MBA, Finance
No Man Walks Alone January 2013 - Present
RBC Capital Markets June 2011 - January 2013
UBS Investment Bank March 2009 - June 2011
UBS Investment Bank March 2006 - February 2009
UBS Investment Bank August 2002 - March 2006
Lehman Brothers May 2001 - August 2001
Transcapital January 1995 - April 2000
Skills
Investment Banking, Capital Markets, Mergers, Equities, IPO, Finance, Valuation, Financial Modeling, Corporate Finance, Private Equity, Fixed Income, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions, Equity Research
Education
Fashion Institute of Technology 2013 — 2013
Retail Management & Merchandising
New York University - Stern School of Business 2000 — 2002
MBA, Finance
Lawrence Krasner's Lehman Brothers Experience March 2007 - July 2008
Job Director at KPMG Advisory
Industry Management Consulting
Experience
KPMG Advisory January 2010 - Present
Lehman Brothers March 2007 - July 2008
Ernst & Young April 2002 - March 2007
JP Morgan Chase June 2001 - April 2002
Aston Associates June 1996 - June 2001
NATIONAL WESTMINISTER BANCORP June 1993 - June 1996
Coopers & Lybrand June 1987 - June 1993
Skills
IT Strategy, Risk Management, Business Process..., Financial Services, Program Management, Strategy, Outsourcing
Education
Fordham Gabelli School of Business
MBA, Finance
Rensselaer Polytechnic Institute
BS, Computer Science, Management
KPMG Advisory January 2010 - Present
Lehman Brothers March 2007 - July 2008
Ernst & Young April 2002 - March 2007
JP Morgan Chase June 2001 - April 2002
Aston Associates June 1996 - June 2001
NATIONAL WESTMINISTER BANCORP June 1993 - June 1996
Coopers & Lybrand June 1987 - June 1993
Skills
IT Strategy, Risk Management, Business Process..., Financial Services, Program Management, Strategy, Outsourcing
Education
Fordham Gabelli School of Business
MBA, Finance
Rensselaer Polytechnic Institute
BS, Computer Science, Management
Nick Tsororos's Lehman Brothers Experience February 2001 - February 2008
Job Technology Recruiting at OchZiff Capital Management
Industry Human Resources
Experience
Och-Ziff Capital Management July 2015 - Present
AGT International October 2013 - June 2015
Bridgewater Associates June 2012 - October 2013
Morgan Stanley March 2010 - June 2012
Arrow Electronics March 2008 - March 2010
Lehman Brothers February 2001 - February 2008
PricewaterhouseCoopers February 1998 - February 2001
Pathway Executive Search January 1990 - February 1998
US Army April 1986 - April 1989
Skills
Talent Acquisition, Onboarding, Talent Management, Recruiting, Technical Recruiting, Thought Leadership, Applicant Tracking..., Strategic Partnerships, Succession Planning, College Recruiting, Asset Managment, Compensation & Benefit, Payroll, Organizational..., HRIS, Workforce Planning, Deferred Compensation, HR Consulting, Leadership, Financial Services, Executive Search, Hiring, Employee Engagement, Vendor Management, Employer Branding, HR Policies, Personnel Management, Asset Management, Human Resources, Sourcing, Leadership Development, Temporary Placement, Employee Relations, New Hire Orientations, Interviews, Benefits Negotiation, Change Management, Benefits Administration, Contract Recruitment, Screening, Performance Management, Staffing Services, Executive Management, Screening Resumes, Employee Benefits, SDLC, Organizational Design, PeopleSoft, Taleo
Education
Fordham University 1992 — 1997
Och-Ziff Capital Management July 2015 - Present
AGT International October 2013 - June 2015
Bridgewater Associates June 2012 - October 2013
Morgan Stanley March 2010 - June 2012
Arrow Electronics March 2008 - March 2010
Lehman Brothers February 2001 - February 2008
PricewaterhouseCoopers February 1998 - February 2001
Pathway Executive Search January 1990 - February 1998
US Army April 1986 - April 1989
Skills
Talent Acquisition, Onboarding, Talent Management, Recruiting, Technical Recruiting, Thought Leadership, Applicant Tracking..., Strategic Partnerships, Succession Planning, College Recruiting, Asset Managment, Compensation & Benefit, Payroll, Organizational..., HRIS, Workforce Planning, Deferred Compensation, HR Consulting, Leadership, Financial Services, Executive Search, Hiring, Employee Engagement, Vendor Management, Employer Branding, HR Policies, Personnel Management, Asset Management, Human Resources, Sourcing, Leadership Development, Temporary Placement, Employee Relations, New Hire Orientations, Interviews, Benefits Negotiation, Change Management, Benefits Administration, Contract Recruitment, Screening, Performance Management, Staffing Services, Executive Management, Screening Resumes, Employee Benefits, SDLC, Organizational Design, PeopleSoft, Taleo
Education
Fordham University 1992 — 1997
Chris Healey's Lehman Brothers Experience May 2000 - August 2008
Job
Industry E-Learning
Experience
Intuition September 2008 - Present
Lehman Brothers May 2000 - August 2008
Executive Council of NY August 1999 - August 2005
Skills
E-learning, Strategic Planning, Social Media, Salesforce.com, Organizational..., Learning Management..., Team Leadership, Start-ups, E-Learning, Marketing, Integration, Business Development, Management, Strategy, Program Management, Entrepreneurship, Sales, Leadership, Project Management, Training
Education
University of Michigan 1992 — 1996
BA
Fordham Gabelli School of Business 1999 — 2003
MBA
Princeton High School 1988 — 1992
Intuition September 2008 - Present
Lehman Brothers May 2000 - August 2008
Executive Council of NY August 1999 - August 2005
Skills
E-learning, Strategic Planning, Social Media, Salesforce.com, Organizational..., Learning Management..., Team Leadership, Start-ups, E-Learning, Marketing, Integration, Business Development, Management, Strategy, Program Management, Entrepreneurship, Sales, Leadership, Project Management, Training
Education
University of Michigan 1992 — 1996
BA
Fordham Gabelli School of Business 1999 — 2003
MBA
Princeton High School 1988 — 1992
John Beglan's Lehman Brothers Experience November 2001 - May 2002
Job COO at Amulet Hotkey Inc.
Industry Information Technology and Services
Experience
Amulet Hotkey Inc. June 2003 - Present
Advantage Solutions Inc. July 1998 - August 2004
Lehman Brothers November 2001 - May 2002
Goldman Sachs, & Co. Inc. August 2000 - November 2001
Morgan Stanley, Dean Witter, Discover & Co. Inc April 1996 - July 1998
Skills
Product Development, Integration, Competitive Analysis, Administration, Sales Management, Direct Sales, Contract Negotiation, Government Contracts, Managed Services
Education
LIU Post 1985 — 1989
BS, Marketing
Fordham University 1983 — 1985
BS, Marketing
LaSalle Military Academy 1979 — 1983
Academic/JROTC, Military Science
Amulet Hotkey Inc. June 2003 - Present
Advantage Solutions Inc. July 1998 - August 2004
Lehman Brothers November 2001 - May 2002
Goldman Sachs, & Co. Inc. August 2000 - November 2001
Morgan Stanley, Dean Witter, Discover & Co. Inc April 1996 - July 1998
Skills
Product Development, Integration, Competitive Analysis, Administration, Sales Management, Direct Sales, Contract Negotiation, Government Contracts, Managed Services
Education
LIU Post 1985 — 1989
BS, Marketing
Fordham University 1983 — 1985
BS, Marketing
LaSalle Military Academy 1979 — 1983
Academic/JROTC, Military Science
Eben Thurston's Lehman Brothers Experience January 1999 - June 1999
Job Global SEO Product Owner at Shutterstock Advanced Web Analytics, PPC, Content Marketing, Social Media Marketing, MBA
Industry Internet
Experience
Shutterstock May 2012 - Present
Spring Marketing Strategies, LLC February 2009 - May 2012
1800flowers.com September 2008 - February 2009
Root Markets September 2007 - August 2008
Time Inc. Interactive July 2006 - September 2007
Time Inc. Interactive January 2006 - June 2006
Time Inc. Interactive August 2004 - December 2005
Time Consumer Marketing Inc. January 2002 - August 2004
Freelance July 1999 - January 2002
Lehman Brothers January 1999 - June 1999
Skills
SEO, Google Adwords, Google Analytics, Audience Development, Strategic Partnerships, New Business Development, Product Development, Web Analytics, Social Media Marketing, E-commerce, SEOmoz, SEM, Content Marketing, Digital Media, Marketing, Start-ups, Lead Generation, Integrated Marketing, Strategy, New Media, Advertising, Omniture, Social Media, Digital Marketing, Online Advertising, Digital Strategy, PPC, Web Development, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Concentration: Marketing, Focus: Product Management
University of Vermont
B.A., Political Science, English
Shutterstock May 2012 - Present
Spring Marketing Strategies, LLC February 2009 - May 2012
1800flowers.com September 2008 - February 2009
Root Markets September 2007 - August 2008
Time Inc. Interactive July 2006 - September 2007
Time Inc. Interactive January 2006 - June 2006
Time Inc. Interactive August 2004 - December 2005
Time Consumer Marketing Inc. January 2002 - August 2004
Freelance July 1999 - January 2002
Lehman Brothers January 1999 - June 1999
Skills
SEO, Google Adwords, Google Analytics, Audience Development, Strategic Partnerships, New Business Development, Product Development, Web Analytics, Social Media Marketing, E-commerce, SEOmoz, SEM, Content Marketing, Digital Media, Marketing, Start-ups, Lead Generation, Integrated Marketing, Strategy, New Media, Advertising, Omniture, Social Media, Digital Marketing, Online Advertising, Digital Strategy, PPC, Web Development, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Concentration: Marketing, Focus: Product Management
University of Vermont
B.A., Political Science, English
Janine O'Rourke, SPHR's Lehman Brothers Experience September 1990 - September 1994
Job Sr. Manager, Human Resources at CurtissWright Corporation
Industry Human Resources
Experience
Curtiss-Wright Corporation April 2013 - Present
Curtiss-Wright Flow Control Company (a division of Curtiss-Wright Corporation) May 2011 - April 2013
Curtiss-Wright Flow Control Company (a division of Curtiss-Wright Corporation) August 2005 - May 2011
Nextel Communications September 1999 - June 2004
Precision Auto Care February 1998 - March 1999
Coach September 1994 - February 1998
Lehman Brothers September 1990 - September 1994
Radio City Music Hall September 1989 - August 1990
Skills
Employee Relations, HRIS, Deferred Compensation, Onboarding, Talent Management, International HR, Benefits Management, Compensation Structure..., Talent Acquisition, Employee Engagement, Acquisitions, Compliance, Performance Management, HR Policies, RFP Design, Project Management, Compensation Structures, Succession Planning, Leadership Development, Management, Recruiting, Employee Benefits, Human Resources, Workforce Planning
Education
Fordham University - Graduate School of Business Administration
MBA, Business Administration and Management, General
University of Rochester
BA, Psychology
Curtiss-Wright Corporation April 2013 - Present
Curtiss-Wright Flow Control Company (a division of Curtiss-Wright Corporation) May 2011 - April 2013
Curtiss-Wright Flow Control Company (a division of Curtiss-Wright Corporation) August 2005 - May 2011
Nextel Communications September 1999 - June 2004
Precision Auto Care February 1998 - March 1999
Coach September 1994 - February 1998
Lehman Brothers September 1990 - September 1994
Radio City Music Hall September 1989 - August 1990
Skills
Employee Relations, HRIS, Deferred Compensation, Onboarding, Talent Management, International HR, Benefits Management, Compensation Structure..., Talent Acquisition, Employee Engagement, Acquisitions, Compliance, Performance Management, HR Policies, RFP Design, Project Management, Compensation Structures, Succession Planning, Leadership Development, Management, Recruiting, Employee Benefits, Human Resources, Workforce Planning
Education
Fordham University - Graduate School of Business Administration
MBA, Business Administration and Management, General
University of Rochester
BA, Psychology
Kristen Dragone's Lehman Brothers Experience August 2003 - October 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Lehman Brothers August 2003 - October 2008
Goldman Sachs 2000 - 2003
Skills
Hedge Funds, Prime Brokerage, Middle Office, Derivatives, Equities, Electronic Trading, Operations Management, Equity Derivatives, Trading Systems, Capital Markets, Bloomberg, Credit Derivatives, Swaps, Securities Lending, Fixed Income, Investment Banking, Trading
Education
Fordham Gabelli School of Business 2003 — 2007
The Catholic University of America 1996 — 2000
Barclays Capital October 2008 - Present
Lehman Brothers August 2003 - October 2008
Goldman Sachs 2000 - 2003
Skills
Hedge Funds, Prime Brokerage, Middle Office, Derivatives, Equities, Electronic Trading, Operations Management, Equity Derivatives, Trading Systems, Capital Markets, Bloomberg, Credit Derivatives, Swaps, Securities Lending, Fixed Income, Investment Banking, Trading
Education
Fordham Gabelli School of Business 2003 — 2007
The Catholic University of America 1996 — 2000
John Goeller's Lehman Brothers Experience April 2002 - February 2007
Job Managing Director at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch January 2010 - Present
Merrill Lynch April 2007 - December 2009
Lehman Brothers April 2002 - February 2007
Credit Suisse April 2001 - April 2002
Citi December 1991 - April 2001
Chase May 1986 - November 1991
Skills
Electronic Trading, Prime Brokerage, Program Trading, Market Structure, Trading Systems, Equities, Equity Trading, Hedge Funds, Trading System, Capital Markets, Series 7, Low Latency, Proprietary Trading, Series 24, High Frequency Trading
Education
Fordham Gabelli School of Business 1997 — 1999
Merrill Lynch January 2010 - Present
Merrill Lynch April 2007 - December 2009
Lehman Brothers April 2002 - February 2007
Credit Suisse April 2001 - April 2002
Citi December 1991 - April 2001
Chase May 1986 - November 1991
Skills
Electronic Trading, Prime Brokerage, Program Trading, Market Structure, Trading Systems, Equities, Equity Trading, Hedge Funds, Trading System, Capital Markets, Series 7, Low Latency, Proprietary Trading, Series 24, High Frequency Trading
Education
Fordham Gabelli School of Business 1997 — 1999
Adrienne Carroll's Lehman Brothers Experience November 2000 - Present
Job VP at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers November 2000 - Present
Education
Fordham Gabelli School of Business 2006 — 2009
Marist College 1994 — 1998
Lehman Brothers November 2000 - Present
Education
Fordham Gabelli School of Business 2006 — 2009
Marist College 1994 — 1998
Stephen Gerber, CFA's Lehman Brothers Experience April 2006 - September 2008
Job Executive Consultant at Morgan Clarke Enterprises
Industry Financial Services
Experience
Resources Global Professionals March 2014 - Present
Morgan Clarke Enterprises March 2012 - February 2014
Lehman Brothers Holdings Inc. September 2008 - December 2011
Lehman Brothers April 2006 - September 2008
Dexia Credit Local May 2003 - April 2006
Gerber Consulting June 2001 - May 2003
Globecon July 1998 - June 2001
PaineWebber 1994 - 1996
Skills
Derivatives, Trading Systems, Hedging, Product Control, Middle Office, Structured Products, CDS, FX Options, Credit Derivatives, Risk Management, Foreign Exchange, Fixed Income, Equity Derivatives, Trading, ABS, Valuation, Market Risk, Capital Markets, VAR, Treasury, Bloomberg, Equity Trading, Portfolio Management, Proprietary Trading, Hedge Funds, MBS, Financial Risk, Credit Risk, Credit, Interest Rate..., Bonds, Equities, Alternative Investments, Asset Management, Electronic Trading, Emerging Markets, Financial Markets, Financial Structuring, Investment Banking, Options, Securities, Securitization, Structured Finance, Swaps, Commodity, Series 7, Investment Management
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Finance
Florida International University 1989 — 1993
BBA, Finance - International Business
Miami Beach Senior High 1985 — 1989
Diploma, High School
Resources Global Professionals March 2014 - Present
Morgan Clarke Enterprises March 2012 - February 2014
Lehman Brothers Holdings Inc. September 2008 - December 2011
Lehman Brothers April 2006 - September 2008
Dexia Credit Local May 2003 - April 2006
Gerber Consulting June 2001 - May 2003
Globecon July 1998 - June 2001
PaineWebber 1994 - 1996
Skills
Derivatives, Trading Systems, Hedging, Product Control, Middle Office, Structured Products, CDS, FX Options, Credit Derivatives, Risk Management, Foreign Exchange, Fixed Income, Equity Derivatives, Trading, ABS, Valuation, Market Risk, Capital Markets, VAR, Treasury, Bloomberg, Equity Trading, Portfolio Management, Proprietary Trading, Hedge Funds, MBS, Financial Risk, Credit Risk, Credit, Interest Rate..., Bonds, Equities, Alternative Investments, Asset Management, Electronic Trading, Emerging Markets, Financial Markets, Financial Structuring, Investment Banking, Options, Securities, Securitization, Structured Finance, Swaps, Commodity, Series 7, Investment Management
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Finance
Florida International University 1989 — 1993
BBA, Finance - International Business
Miami Beach Senior High 1985 — 1989
Diploma, High School
Nora Obringer's Lehman Brothers Experience September 2000 - August 2006
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Barclays Capital June 2007 - August 2007
Lehman Brothers September 2000 - August 2006
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance
University of Michigan 1996 — 2000
B.A., Economics and German
Barclays Capital September 2008 - Present
Barclays Capital June 2007 - August 2007
Lehman Brothers September 2000 - August 2006
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance
University of Michigan 1996 — 2000
B.A., Economics and German
Corey Washington's Lehman Brothers Experience October 2003 - August 2005
Job Head of Compensation for Private Banking and Investment Mgmt at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman May 2015 - Present
BNY Mellon February 2013 - May 2015
Barclays Capital September 2009 - February 2013
Morgan Stanley September 2006 - September 2009
Goldman Sachs August 2005 - September 2006
Lehman Brothers October 2003 - August 2005
PricewaterhouseCoopers May 2001 - September 2003
Skills
Deferred Compensation, Financial Modeling, Employee Benefits, PeopleSoft, Valuation, Actuarial Consulting, Visual Basic, Business Planning, Human Resources, Microsoft Excel, Applied Mathematics, Financial Accounting, Pensions, Analysis, Finance, Compensation, Actuarial Science, Executive Pay, VBA, Retirement, Asset Management, Pension Funds, Access, Portfolio Management, Organizational Design, Corporate Finance, Risk Management, Strategic Planning, Forecasting, Insurance
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Dual MBA, Finance and Accounting
University at Albany 1997 — 2001
Bachelor of Sciences, Actuarial Science
Brown Brothers Harriman May 2015 - Present
BNY Mellon February 2013 - May 2015
Barclays Capital September 2009 - February 2013
Morgan Stanley September 2006 - September 2009
Goldman Sachs August 2005 - September 2006
Lehman Brothers October 2003 - August 2005
PricewaterhouseCoopers May 2001 - September 2003
Skills
Deferred Compensation, Financial Modeling, Employee Benefits, PeopleSoft, Valuation, Actuarial Consulting, Visual Basic, Business Planning, Human Resources, Microsoft Excel, Applied Mathematics, Financial Accounting, Pensions, Analysis, Finance, Compensation, Actuarial Science, Executive Pay, VBA, Retirement, Asset Management, Pension Funds, Access, Portfolio Management, Organizational Design, Corporate Finance, Risk Management, Strategic Planning, Forecasting, Insurance
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Dual MBA, Finance and Accounting
University at Albany 1997 — 2001
Bachelor of Sciences, Actuarial Science
James Harrington's Lehman Brothers Experience February 1999 - June 2008
Job Managing Director at Shellpoint Mortgage Servicing
Industry Financial Services
Experience
Shellpoint Mortgage Servicing January 2013 - Present
Fortress Investment Group September 2008 - January 2013
Lehman Brothers February 1999 - June 2008
JP Morgan March 1997 - February 1999
Brown Brothers Harriman October 1994 - March 1997
Skills
Securitization, MBS, Capital Markets, Loans, Due Diligence, Mortgage Lending, Fixed Income, ABS, Structured Finance, Hedge Funds, Structured Products, Alternative Investments, CMBS, Financial Structuring, Bloomberg, Bonds
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Finance
Shellpoint Mortgage Servicing January 2013 - Present
Fortress Investment Group September 2008 - January 2013
Lehman Brothers February 1999 - June 2008
JP Morgan March 1997 - February 1999
Brown Brothers Harriman October 1994 - March 1997
Skills
Securitization, MBS, Capital Markets, Loans, Due Diligence, Mortgage Lending, Fixed Income, ABS, Structured Finance, Hedge Funds, Structured Products, Alternative Investments, CMBS, Financial Structuring, Bloomberg, Bonds
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Finance
Alvin Bassant's Lehman Brothers Experience February 2005 - December 2008
Job Engineer at PatientPing.com
Industry Computer Software
Experience
PatientPing November 2014 - Present
Citigroup May 2010 - August 2014
ESPN December 2008 - April 2010
Lehman Brothers February 2005 - December 2008
Skills
SDLC, Sybase, SQL, Trading Systems, Java, Unix, Business Analysis, Oracle, Java Enterprise Edition, XML, DB2, Perl, Fixed Income, Core Java, SOA, JMS, Agile Methodologies, Software Project..., Weblogic, Data Warehousing, Capital Markets, Web Services, Spring, Linux, Market Data
Education
Stony Brook University 2002 — 2004
Bachelor of Science, Computer Science
Florida Institute of Technology 2001 — 2002
Computer Science
PatientPing November 2014 - Present
Citigroup May 2010 - August 2014
ESPN December 2008 - April 2010
Lehman Brothers February 2005 - December 2008
Skills
SDLC, Sybase, SQL, Trading Systems, Java, Unix, Business Analysis, Oracle, Java Enterprise Edition, XML, DB2, Perl, Fixed Income, Core Java, SOA, JMS, Agile Methodologies, Software Project..., Weblogic, Data Warehousing, Capital Markets, Web Services, Spring, Linux, Market Data
Education
Stony Brook University 2002 — 2004
Bachelor of Science, Computer Science
Florida Institute of Technology 2001 — 2002
Computer Science
Anjli Kothari's Lehman Brothers Experience OTC Clearing PMOBarclays CapitalOctober 2009 - Present
Job OTC Clearing PMO at Barclays Capital
Industry Financial Services
Experience
Lehman Brothers OTC Clearing PMOBarclays CapitalOctober 2009 - Present
Barclays Capital September 2008 - Present
Lehman Brothers April 2006 - September 2008
Citigroup 2000 - 2006
Education
Fordham Gabelli School of Business 2002 — 2005
Rutgers University-New Brunswick 1994 — 1997
Bachelor of Science, Accounting
Lehman Brothers OTC Clearing PMOBarclays CapitalOctober 2009 - Present
Barclays Capital September 2008 - Present
Lehman Brothers April 2006 - September 2008
Citigroup 2000 - 2006
Education
Fordham Gabelli School of Business 2002 — 2005
Rutgers University-New Brunswick 1994 — 1997
Bachelor of Science, Accounting
Christina Borrero's Lehman Brothers Experience July 2006 - August 2007
Job EA at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2007 - Present
Lehman Brothers July 2006 - August 2007
Fordham University 2000 - 2006
Skills
Leadership, Event Planning, Microsoft Excel, Public Speaking, Spanish, Vendor Management
Education
Fordham University 2000 — 2006
Morgan Stanley August 2007 - Present
Lehman Brothers July 2006 - August 2007
Fordham University 2000 - 2006
Skills
Leadership, Event Planning, Microsoft Excel, Public Speaking, Spanish, Vendor Management
Education
Fordham University 2000 — 2006
Sylvia Shum's Lehman Brothers Experience 2005 - 2006
Job Assistant Vice President at Barclays Capital
Industry Events Services
Experience
Barclays Capital May 2011 - Present
Barclays Capital September 2010 - May 2011
OppenheimerFunds June 2008 - July 2010
Western Asset Management June 2006 - June 2007
Lehman Brothers 2005 - 2006
Citigroup April 2000 - June 2005
Sonesta Hotels April 1999 - April 2000
Skills
Event Management, Corporate Events, Event Planning, Sponsorship, Customer Service, Marketing, Contract Negotiation, Public Relations, Food & Beverage, Meeting Planning, Management, Account Management, Negotiation, Marketing Strategy
Education
Fashion Institute of Technology 1989 — 1991
Barclays Capital May 2011 - Present
Barclays Capital September 2010 - May 2011
OppenheimerFunds June 2008 - July 2010
Western Asset Management June 2006 - June 2007
Lehman Brothers 2005 - 2006
Citigroup April 2000 - June 2005
Sonesta Hotels April 1999 - April 2000
Skills
Event Management, Corporate Events, Event Planning, Sponsorship, Customer Service, Marketing, Contract Negotiation, Public Relations, Food & Beverage, Meeting Planning, Management, Account Management, Negotiation, Marketing Strategy
Education
Fashion Institute of Technology 1989 — 1991
Edward Lachanski's Lehman Brothers Experience 2007 - 2009
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2009 - Present
Lehman Brothers 2007 - 2009
Avaya 2005 - 2007
Skills
Forecasting, Investment Banking, Equities, Fixed Income, Capital Markets, Financial Analysis, Financial Modeling, Derivatives, Corporate Finance
Education
Fordham Gabelli School of Business 1995 — 1998
Seton Hall University
Credit Suisse June 2009 - Present
Lehman Brothers 2007 - 2009
Avaya 2005 - 2007
Skills
Forecasting, Investment Banking, Equities, Fixed Income, Capital Markets, Financial Analysis, Financial Modeling, Derivatives, Corporate Finance
Education
Fordham Gabelli School of Business 1995 — 1998
Seton Hall University
Richard Korzenko's Lehman Brothers Experience June 2004 - October 2008
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2011 - Present
Barclays Wealth August 2010 - July 2011
Neuberger Berman October 2008 - August 2010
Lehman Brothers June 2004 - October 2008
UBS Financial Services Inc. 2000 - 2004
Skills
Investment Banking, Prime Brokerage, Capital Markets, Wealth Management, Securities, Asset Managment, Financial Services, Enterprise Architecture, Business Analysis, Risk Management, SDLC, Hedge Funds, Banking, Investments, Technology Integration, IT Management, IT Infrastructure..., Master Data Management, Application Architecture, Program Management, Management, Asset Management, Project Management
Education
Stevens Institute of Technology 2002 — 2004
MS, Information Systems
Farmingdale State University of New York 1999 — 1999
Continuing Education, Business Computer Systems, 4.0
Stony Brook University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
Bank of America July 2011 - Present
Barclays Wealth August 2010 - July 2011
Neuberger Berman October 2008 - August 2010
Lehman Brothers June 2004 - October 2008
UBS Financial Services Inc. 2000 - 2004
Skills
Investment Banking, Prime Brokerage, Capital Markets, Wealth Management, Securities, Asset Managment, Financial Services, Enterprise Architecture, Business Analysis, Risk Management, SDLC, Hedge Funds, Banking, Investments, Technology Integration, IT Management, IT Infrastructure..., Master Data Management, Application Architecture, Program Management, Management, Asset Management, Project Management
Education
Stevens Institute of Technology 2002 — 2004
MS, Information Systems
Farmingdale State University of New York 1999 — 1999
Continuing Education, Business Computer Systems, 4.0
Stony Brook University 1993 — 1997
Bachelor of Arts (B.A.), Sociology
Christian Kollar's Lehman Brothers Experience 1999 - 2008
Job Vice President at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers 1999 - 2008
ILX Systems 1996 - 1999
Skills
Trading Systems, Equity Derivatives, Derivatives, Market Data, Fixed Income, Equities, Sybase, Low Latency, Disaster Recovery, Leadership, Capital Markets, Trading, Data Center, Electronic Trading, Bloomberg, Financial Services, Quantitative Analytics, Vendor Management, Investment Banking, FX Options, ITIL, Options, Financial Markets, Business Process..., Reference Data, Unix, Risk Management, Hedge Funds, Integration
Education
LIU Post 1994 — 1996
BA, Finance
Farmingdale State College 1992 — 1994
Associates, Liberal Arts
Barclays Capital 2008 - Present
Lehman Brothers 1999 - 2008
ILX Systems 1996 - 1999
Skills
Trading Systems, Equity Derivatives, Derivatives, Market Data, Fixed Income, Equities, Sybase, Low Latency, Disaster Recovery, Leadership, Capital Markets, Trading, Data Center, Electronic Trading, Bloomberg, Financial Services, Quantitative Analytics, Vendor Management, Investment Banking, FX Options, ITIL, Options, Financial Markets, Business Process..., Reference Data, Unix, Risk Management, Hedge Funds, Integration
Education
LIU Post 1994 — 1996
BA, Finance
Farmingdale State College 1992 — 1994
Associates, Liberal Arts
Bruce Boddie's Lehman Brothers Experience March 2003 - July 2008
Job One Extraordinary Individual
Industry Financial Services
Experience
Wells Fargo July 2010 - Present
Lehman Brothers March 2003 - July 2008
Wachovia Small Business Capital June 1995 - February 2003
The Money Store Investment Corporation January 1994 - June 1995
U.S. Department of the Treasury - Office of Thrift Supervision September 1989 - January 1994
Skills
Commercial Lending, Loans, Underwriting, Credit Analysis, Credit, Portfolio Management, Commercial Real Estate, Investments, Loan Origination, Sales, Business Development, Management, Mortgage Lending, SBA 504, Small Business Lending, SBA, Real Estate Economics, Banking, Commercial Banking, Financial Analysis, Valuation, Commercial Mortgages, Strategic Planning
Education
Florida State University 1985 — 1989
Wells Fargo July 2010 - Present
Lehman Brothers March 2003 - July 2008
Wachovia Small Business Capital June 1995 - February 2003
The Money Store Investment Corporation January 1994 - June 1995
U.S. Department of the Treasury - Office of Thrift Supervision September 1989 - January 1994
Skills
Commercial Lending, Loans, Underwriting, Credit Analysis, Credit, Portfolio Management, Commercial Real Estate, Investments, Loan Origination, Sales, Business Development, Management, Mortgage Lending, SBA 504, Small Business Lending, SBA, Real Estate Economics, Banking, Commercial Banking, Financial Analysis, Valuation, Commercial Mortgages, Strategic Planning
Education
Florida State University 1985 — 1989
Brian Hayes's Lehman Brothers Experience 1998 - 1999
Job Executive Director J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
ICAP April 2014 - August 2014
ICAP January 2011 - April 2014
ICAP 2011 - April 2011
UBS Investment Bank March 2010 - January 2011
UBS Investment Bank 2009 - March 2010
UBS Investment Bank, Prime Services 2006 - 2008
Barclays Capital July 2005 - October 2006
Goldman Sachs June 1999 - July 2005
Lehman Brothers 1998 - 1999
Skills
Fixed Income, Middle Office, Securities, Settlement, Prime Brokerage, Financial Services, Corporate Actions, Funding, Equities, Derivatives, Capital Markets, Hedge Funds, Back Office
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.), Corporate Finance
Saint John's University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Xavier 1991 — 1995
J.P. Morgan September 2014 - Present
ICAP April 2014 - August 2014
ICAP January 2011 - April 2014
ICAP 2011 - April 2011
UBS Investment Bank March 2010 - January 2011
UBS Investment Bank 2009 - March 2010
UBS Investment Bank, Prime Services 2006 - 2008
Barclays Capital July 2005 - October 2006
Goldman Sachs June 1999 - July 2005
Lehman Brothers 1998 - 1999
Skills
Fixed Income, Middle Office, Securities, Settlement, Prime Brokerage, Financial Services, Corporate Actions, Funding, Equities, Derivatives, Capital Markets, Hedge Funds, Back Office
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.), Corporate Finance
Saint John's University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Xavier 1991 — 1995
Gregory English's Lehman Brothers Experience April 1993 - March 1996
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2009 - Present
Deustche Bank March 2001 - July 2005
Panache Resources & Systems Corp. February 1999 - March 2001
Fuji Capital Markets Corporation, Inc March 1996 - February 1999
Lehman Brothers April 1993 - March 1996
Sumitomo Bank Capital Markets, Inc. August 1991 - April 1993
Skills
Rates, Derivatives, Credit Derivatives, Middle Office, Fixed Income, Prime Brokerage, Interest Rate..., Equities, Swaps, FX Options, Capital Markets, Equity Derivatives, Collateral Management, Trading, Financial Markets, Operational Risk..., Structured Products, Reference Data, Securities, Settlement, Options, Commodity, Electronic Trading, Hedge Funds, Trading Systems
Education
Fordham University 1988 — 1992
Bachelor of Science (BS), Finance / Management
Morgan Stanley July 2009 - Present
Deustche Bank March 2001 - July 2005
Panache Resources & Systems Corp. February 1999 - March 2001
Fuji Capital Markets Corporation, Inc March 1996 - February 1999
Lehman Brothers April 1993 - March 1996
Sumitomo Bank Capital Markets, Inc. August 1991 - April 1993
Skills
Rates, Derivatives, Credit Derivatives, Middle Office, Fixed Income, Prime Brokerage, Interest Rate..., Equities, Swaps, FX Options, Capital Markets, Equity Derivatives, Collateral Management, Trading, Financial Markets, Operational Risk..., Structured Products, Reference Data, Securities, Settlement, Options, Commodity, Electronic Trading, Hedge Funds, Trading Systems
Education
Fordham University 1988 — 1992
Bachelor of Science (BS), Finance / Management
Donald Rhodes's Lehman Brothers Experience January 2000 - May 2003
Job Senior Vice President Bank of America
Industry Banking
Experience
Bank of America July 2003 - Present
Lehman Brothers January 2000 - May 2003
Pamex Capital Partners August 1997 - January 2000
Rhodes Van Note and Co. August 1994 - August 1997
Skills
Loans, Banking, Capital Markets, Mortgage Banking, Loan Origination, Valuation, Residential Mortgages, Bloomberg, Mortgage Servicing, Loss Mitigation, MBS, Loan Servicing, Structured Products, Real Estate Economics, Fixed Income, Portfolio Management, Credit, Credit Analysis, Credit Risk, Mortgage Lending, Securitization, Structured Finance, CMBS, Financial Analysis, Financial Modeling, Risk Management
Education
Florida State University - College of Business 1992 — 1994
MBA
Wake Forest University 1988 — 1992
BA
Wolfson High 1985 — 1988
Bank of America July 2003 - Present
Lehman Brothers January 2000 - May 2003
Pamex Capital Partners August 1997 - January 2000
Rhodes Van Note and Co. August 1994 - August 1997
Skills
Loans, Banking, Capital Markets, Mortgage Banking, Loan Origination, Valuation, Residential Mortgages, Bloomberg, Mortgage Servicing, Loss Mitigation, MBS, Loan Servicing, Structured Products, Real Estate Economics, Fixed Income, Portfolio Management, Credit, Credit Analysis, Credit Risk, Mortgage Lending, Securitization, Structured Finance, CMBS, Financial Analysis, Financial Modeling, Risk Management
Education
Florida State University - College of Business 1992 — 1994
MBA
Wake Forest University 1988 — 1992
BA
Wolfson High 1985 — 1988
Daniel Kelly's Lehman Brothers Experience September 2007 - September 2008
Job Executive Director, Prime Services Sales at Nomura Securities
Industry Financial Services
Experience
Nomura Securities October 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers September 2007 - September 2008
Goldman Sachs 2000 - 2007
Skills
Prime Brokerage, Equities, Investments, Alternative Investments, Derivatives, Trading Systems, Hedge Funds, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business
MBA, Finance
Manhattan College
BA
Bergen Catholic HS
Nomura Securities October 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers September 2007 - September 2008
Goldman Sachs 2000 - 2007
Skills
Prime Brokerage, Equities, Investments, Alternative Investments, Derivatives, Trading Systems, Hedge Funds, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business
MBA, Finance
Manhattan College
BA
Bergen Catholic HS
Greenway, Schond's Lehman Brothers Experience Investment BankingMorgan Stanley1994 - 1998
Job Vice President at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers Investment BankingMorgan Stanley1994 - 1998
Education
Florida Agricultural and Mechanical University 1990 — 1994
BS, Computer Info Systems
Lehman Brothers Investment BankingMorgan Stanley1994 - 1998
Education
Florida Agricultural and Mechanical University 1990 — 1994
BS, Computer Info Systems
Raymond English, CISSP, CRISC's Lehman Brothers Experience 1997 - 1999
Job Executive Director Technology Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Munich Re Capital Management (MEAG) September 2007 - January 2010
Shenkman Capital Management 2004 - 2007
Citigroup/Crossmar 1999 - 2004
Lehman Brothers 1997 - 1999
Medco 1993 - 1997
MetPath 1990 - 1995
Skills
Technology Risk, Strategy, Management, Cross-functional Team..., Leadership, Enterprise Architecture, Project Management, Business Analysis, Risk Management, Vendor Management, Data Center, SDLC, Information Technology, ITIL, Financial Services, IT Strategy, Portfolio Management, Trading Systems, Executive Management, Strategic Planning, Fixed Income, Leadership Development, IT Risk Management, Coaching, Quality Assurance, Program Management, IT Security Best..., IT Security Assessments, Infrastructure, Financial Risk, System Administration, Capacity Planning, Asset Management, Asset Managment, Integration, Cyber-security
Education
Fairleigh Dickinson University 1977 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer Science
Morgan Stanley April 2010 - Present
Munich Re Capital Management (MEAG) September 2007 - January 2010
Shenkman Capital Management 2004 - 2007
Citigroup/Crossmar 1999 - 2004
Lehman Brothers 1997 - 1999
Medco 1993 - 1997
MetPath 1990 - 1995
Skills
Technology Risk, Strategy, Management, Cross-functional Team..., Leadership, Enterprise Architecture, Project Management, Business Analysis, Risk Management, Vendor Management, Data Center, SDLC, Information Technology, ITIL, Financial Services, IT Strategy, Portfolio Management, Trading Systems, Executive Management, Strategic Planning, Fixed Income, Leadership Development, IT Risk Management, Coaching, Quality Assurance, Program Management, IT Security Best..., IT Security Assessments, Infrastructure, Financial Risk, System Administration, Capacity Planning, Asset Management, Asset Managment, Integration, Cyber-security
Education
Fairleigh Dickinson University 1977 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer Science
Clare (Cavanaugh) Goodwin, CPA, MBA's Lehman Brothers Experience 1997 - 2002
Job Retirement Plans at Glen Eagle Advisors, LLC
Industry Accounting
Experience
Glen Eagle Advisors, LLC February 2015 - Present
RadPharm 2002 - 2005
Lehman Brothers 1997 - 2002
Bear, Stearns & Co. Inc. 1994 - 1997
Deloitte 1992 - 1994
Skills
Auditing, Accounting, Finance, Account Reconciliation, GAAP
Education
Fordham Gabelli School of Business 1998 — 2001
University of Delaware 1988 — 1992
BS, Accounting
Glen Eagle Advisors, LLC February 2015 - Present
RadPharm 2002 - 2005
Lehman Brothers 1997 - 2002
Bear, Stearns & Co. Inc. 1994 - 1997
Deloitte 1992 - 1994
Skills
Auditing, Accounting, Finance, Account Reconciliation, GAAP
Education
Fordham Gabelli School of Business 1998 — 2001
University of Delaware 1988 — 1992
BS, Accounting
Yani Gonzalez's Lehman Brothers Experience 2005 - 2008
Job VicePresident, Small Business Banker at Bank of America
Industry Financial Services
Experience
Bank of America October 2012 - Present
Bank of America 2012 - 2013
Wells Fargo March 2008 - October 2012
Lehman Brothers 2005 - 2008
Beazer Homes May 2003 - September 2005
Great American Capital Corp April 1997 - December 2001
Skills
Banking, Investments, FHA financing, Financial Modeling, Insurance, Consumer Lending, FHA, Credit, Underwriting, Mortgage Lending, Financial Analysis, Leadership, Sales, Management
Education
Florida International University - College of Business Administration 2000 — 2002
Bachelor of Business Administration, Major in International Business
Miami-Dade Community College
Associate in Arts
Bank of America October 2012 - Present
Bank of America 2012 - 2013
Wells Fargo March 2008 - October 2012
Lehman Brothers 2005 - 2008
Beazer Homes May 2003 - September 2005
Great American Capital Corp April 1997 - December 2001
Skills
Banking, Investments, FHA financing, Financial Modeling, Insurance, Consumer Lending, FHA, Credit, Underwriting, Mortgage Lending, Financial Analysis, Leadership, Sales, Management
Education
Florida International University - College of Business Administration 2000 — 2002
Bachelor of Business Administration, Major in International Business
Miami-Dade Community College
Associate in Arts
Naresh Sawlani's Lehman Brothers Experience April 2007 - March 2008
Job Sr. Business Analyst at Barclays
Industry Financial Services
Experience
Barclays Investment Bank December 2013 - Present
Citi December 2011 - December 2013
Thomson Reuters June 2011 - November 2011
Morgan Stanley March 2010 - September 2011
NYC Department of Education September 2008 - March 2010
Bear Stearns April 2008 - September 2008
Lehman Brothers April 2007 - March 2008
Freddie Mac June 2006 - March 2007
Cargill July 2004 - June 2006
Skills
Business Analysis, Full SDLC, Agile Methodologies, Agile Modeling, Scrum, UML, IBM BPM, IT Operations, Operational Risk, JAD, Test Cases, Usability, Process Engineering, Data Analysis, Fixed Income, Requirements Gathering, Equities, Requirements Analysis, SDLC, Securities, Risk Management, Testing, Business Process, User Acceptance Testing, MS Project, Investment Banking, Business Process..., Vendor Management, Waterfall, Systems Analysis, Business Process..., Data Modeling, Business Process Design, Financial Services, Visio, Banking, Analysis, Business Requirements, Quality Center, SharePoint, Test Management, Test Planning, PMO, Software Documentation, Quality Assurance, Software Project...
Education
Florida Atlantic University 1998 — 2002
MS
Florida Atlantic University 1998 — 2002
BS
Barclays Investment Bank December 2013 - Present
Citi December 2011 - December 2013
Thomson Reuters June 2011 - November 2011
Morgan Stanley March 2010 - September 2011
NYC Department of Education September 2008 - March 2010
Bear Stearns April 2008 - September 2008
Lehman Brothers April 2007 - March 2008
Freddie Mac June 2006 - March 2007
Cargill July 2004 - June 2006
Skills
Business Analysis, Full SDLC, Agile Methodologies, Agile Modeling, Scrum, UML, IBM BPM, IT Operations, Operational Risk, JAD, Test Cases, Usability, Process Engineering, Data Analysis, Fixed Income, Requirements Gathering, Equities, Requirements Analysis, SDLC, Securities, Risk Management, Testing, Business Process, User Acceptance Testing, MS Project, Investment Banking, Business Process..., Vendor Management, Waterfall, Systems Analysis, Business Process..., Data Modeling, Business Process Design, Financial Services, Visio, Banking, Analysis, Business Requirements, Quality Center, SharePoint, Test Management, Test Planning, PMO, Software Documentation, Quality Assurance, Software Project...
Education
Florida Atlantic University 1998 — 2002
MS
Florida Atlantic University 1998 — 2002
BS
John Marinaccio's Lehman Brothers Experience May 1999 - September 2003
Job Director of Trading, MSRB Principal, AMLCO
Industry Financial Services
Experience
Laidlaw & Company November 2010 - Present
Aegis Capital 2010 - 2010
R. Seelaus 2008 - 2009
Barclays September 2005 - April 2008
Morgan Stanley September 2003 - September 2005
Lehman Brothers May 1999 - September 2003
Skills
Branch Management, Fixed Income, Trading, Asset Management, Funding, Securities Lending, Fixed Income Trading, Series 7, Equities, Capital Markets, Bloomberg, Hedge Funds, Banking, Investments, Securities, Derivatives, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Investment Management
Pace University - Lubin School of Business 1995 — 1999
BBA, Finance
PHS 1991 — 1995
Diploma, Business
Laidlaw & Company November 2010 - Present
Aegis Capital 2010 - 2010
R. Seelaus 2008 - 2009
Barclays September 2005 - April 2008
Morgan Stanley September 2003 - September 2005
Lehman Brothers May 1999 - September 2003
Skills
Branch Management, Fixed Income, Trading, Asset Management, Funding, Securities Lending, Fixed Income Trading, Series 7, Equities, Capital Markets, Bloomberg, Hedge Funds, Banking, Investments, Securities, Derivatives, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Investment Management
Pace University - Lubin School of Business 1995 — 1999
BBA, Finance
PHS 1991 — 1995
Diploma, Business
Ave Morgan's Lehman Brothers Experience December 2000 - June 2004
Job Management Assistant at H. Lee Moffitt Cancer Center
Industry Hospital & Health Care
Experience
H. Lee Moffitt Cancer Center April 2006 - Present
Florida Metropolitan University December 2004 - May 2005
Lehman Brothers December 2000 - June 2004
Skills
Healthcare, Microsoft Excel, Budgets, Hospitals, Management, Data Analysis, Process Improvement, Program Management, Public Speaking, Microsoft Word
Education
Fashion Institute of Technology
Associates (A.A.S), Merchandising and Buying
H. Lee Moffitt Cancer Center April 2006 - Present
Florida Metropolitan University December 2004 - May 2005
Lehman Brothers December 2000 - June 2004
Skills
Healthcare, Microsoft Excel, Budgets, Hospitals, Management, Data Analysis, Process Improvement, Program Management, Public Speaking, Microsoft Word
Education
Fashion Institute of Technology
Associates (A.A.S), Merchandising and Buying
Paul Incao's Lehman Brothers Experience July 1986 - September 2008
Job IT Infrastructure Estate Optimization Program Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse November 2013 - Present
Credit Suisse March 2012 - November 2013
Barclays Capital September 2008 - March 2012
Lehman Brothers July 1986 - September 2008
Lehman Brothers September 2005 - December 2006
Lehman Brothers July 2003 - August 2005
Lehman Brothers October 2002 - June 2003
Lehman Brothers August 1996 - September 2002
Lehman Brothers 1993 - 1996
Lehman Brothers 1991 - 1993
Skills
ITIL, Business Process, IT Service Management, Process Engineering, Business Process..., Program Management, IT Asset Management, IT Strategy, Team Leadership, Service Management, Trading Systems, Market Data, Fixed Income Technology, Equities Technology, Project Management, Reporting Metrics, Financial Metrics, Service Catalog, Service Improvement, IT Procurement, IT Management, Integration, Business Analysis, SDLC, Data Center, Servers, Security, Risk Management, Software Development, Unix, Change Management, Information Technology, Management, Disaster Recovery, Enterprise Architecture, Strategy, Vendor Management, PMO, Project Delivery, Incident Management, Outsourcing, Service Delivery, IT Operations, Business Continuity, Software Project..., Project Portfolio..., ITIL Certified, Business Process..., Offshoring, IT Outsourcing
Education
Fordham University 1982 — 1986
BS, Computer Science (Minor in Economics)
Fordham University 1982 — 1986
Bachelor of Science (B.S.), Computer Science
Credit Suisse November 2013 - Present
Credit Suisse March 2012 - November 2013
Barclays Capital September 2008 - March 2012
Lehman Brothers July 1986 - September 2008
Lehman Brothers September 2005 - December 2006
Lehman Brothers July 2003 - August 2005
Lehman Brothers October 2002 - June 2003
Lehman Brothers August 1996 - September 2002
Lehman Brothers 1993 - 1996
Lehman Brothers 1991 - 1993
Skills
ITIL, Business Process, IT Service Management, Process Engineering, Business Process..., Program Management, IT Asset Management, IT Strategy, Team Leadership, Service Management, Trading Systems, Market Data, Fixed Income Technology, Equities Technology, Project Management, Reporting Metrics, Financial Metrics, Service Catalog, Service Improvement, IT Procurement, IT Management, Integration, Business Analysis, SDLC, Data Center, Servers, Security, Risk Management, Software Development, Unix, Change Management, Information Technology, Management, Disaster Recovery, Enterprise Architecture, Strategy, Vendor Management, PMO, Project Delivery, Incident Management, Outsourcing, Service Delivery, IT Operations, Business Continuity, Software Project..., Project Portfolio..., ITIL Certified, Business Process..., Offshoring, IT Outsourcing
Education
Fordham University 1982 — 1986
BS, Computer Science (Minor in Economics)
Fordham University 1982 — 1986
Bachelor of Science (B.S.), Computer Science
Robert Doran's Lehman Brothers Experience May 1996 - September 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2010 - Present
The Depository Trust and Clearing Corporation June 2009 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers May 1996 - September 2008
AXA Equitable 1993 - 1996
Skills
Internal Controls, Risk Assessment, Auditing, IT Audit, Project Management, MIS, Data Analysis, Behavioral Analytics, Risk Management, Sarbanes-Oxley Act, Change Management, CISA, Management, Finance, Security, Financial Services, Enterprise Risk...
Education
Fairleigh Dickinson University 1983 — 1987
Bachelor of Science (B.S.), Accounting
Fairleigh Dickinson University - Rutherford, NJ
Bacelor of Science, Accounting, Accounting
JP Morgan August 2010 - Present
The Depository Trust and Clearing Corporation June 2009 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers May 1996 - September 2008
AXA Equitable 1993 - 1996
Skills
Internal Controls, Risk Assessment, Auditing, IT Audit, Project Management, MIS, Data Analysis, Behavioral Analytics, Risk Management, Sarbanes-Oxley Act, Change Management, CISA, Management, Finance, Security, Financial Services, Enterprise Risk...
Education
Fairleigh Dickinson University 1983 — 1987
Bachelor of Science (B.S.), Accounting
Fairleigh Dickinson University - Rutherford, NJ
Bacelor of Science, Accounting, Accounting
Kelley Nazarian's Lehman Brothers Experience December 2006 - September 2008
Job Writer & Owner of The Perfect Fit Nanny Agency
Industry Writing and Editing
Experience
Me December 2012 - Present
American Federation of Teachers Union January 2011 - May 2012
Barclays Capital December 2006 - October 2008
Lehman Brothers/Barclays December 2006 - October 2008
Lehman Brothers December 2006 - September 2008
JC DeNiro & Associates August 2005 - December 2006
DirtyBlinds February 2004 - August 2005
Skills
PeopleSoft, Outlook, PowerPoint, Excel, Word, Spreadsheets, Research, Employee Relations, Administrative Support, Administration, Onboarding, Office Management, Quicken, Administrative..., Microsoft Excel, Microsoft Word, Recruiting, Training, System Administration, Customer Service, Sales, Management, Fundraising, Human Resources, Event Planning, Hiring, Microsoft Office, Interviews, CRM, Marketing, Event Management, Teamwork, Editing, Budgets, Public Relations, Social Networking, Time Management, Nonprofits, Social Media, Public Speaking
Education
William Paterson University of New Jersey 2000 — 2005
B.A., Women's Studies
William Paterson University of New Jersey 2000 — 2005
B.A. in Women's, Studies
Felician College 1999 — 2000
-
Me December 2012 - Present
American Federation of Teachers Union January 2011 - May 2012
Barclays Capital December 2006 - October 2008
Lehman Brothers/Barclays December 2006 - October 2008
Lehman Brothers December 2006 - September 2008
JC DeNiro & Associates August 2005 - December 2006
DirtyBlinds February 2004 - August 2005
Skills
PeopleSoft, Outlook, PowerPoint, Excel, Word, Spreadsheets, Research, Employee Relations, Administrative Support, Administration, Onboarding, Office Management, Quicken, Administrative..., Microsoft Excel, Microsoft Word, Recruiting, Training, System Administration, Customer Service, Sales, Management, Fundraising, Human Resources, Event Planning, Hiring, Microsoft Office, Interviews, CRM, Marketing, Event Management, Teamwork, Editing, Budgets, Public Relations, Social Networking, Time Management, Nonprofits, Social Media, Public Speaking
Education
William Paterson University of New Jersey 2000 — 2005
B.A., Women's Studies
William Paterson University of New Jersey 2000 — 2005
B.A. in Women's, Studies
Felician College 1999 — 2000
-
Derek French's Lehman Brothers Experience June 2006 - October 2008
Job Director of Financial Analysis at Medxcel
Industry Financial Services
Experience
Medxcel August 2014 - Present
Fifth Third Bank October 2010 - July 2014
DTCC December 2008 - February 2010
Lehman Brothers June 2006 - October 2008
Dreyfus November 2000 - June 2006
Skills
Forecasting, Strategic Planning, Process Improvement, Decision Support, Financial Reporting, Financial Analysis, Budgeting, P&L Management, Business Analysis, Business Planning, Analysis, Budgets, Finance, Leadership, Management, Strategic Financial..., Financial Planning, Financial Modeling
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance / Investments
State University of New York College at Plattsburgh 1994 — 1998
Bachelors, Economics/Finance
Medxcel August 2014 - Present
Fifth Third Bank October 2010 - July 2014
DTCC December 2008 - February 2010
Lehman Brothers June 2006 - October 2008
Dreyfus November 2000 - June 2006
Skills
Forecasting, Strategic Planning, Process Improvement, Decision Support, Financial Reporting, Financial Analysis, Budgeting, P&L Management, Business Analysis, Business Planning, Analysis, Budgets, Finance, Leadership, Management, Strategic Financial..., Financial Planning, Financial Modeling
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance / Investments
State University of New York College at Plattsburgh 1994 — 1998
Bachelors, Economics/Finance
Thomas Prusinski's Lehman Brothers Experience September 2006 - November 2008
Job Technical Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
Industrial Cooling Inc April 2011 - April 2013
BNY Mellon October 2010 - April 2011
Pangaia Partners April 2009 - October 2010
Lehman Brothers September 2006 - November 2008
Barclays Capital 2008 - 2008
Bank of New York 2003 - 2006
Nortel Networks January 2000 - February 2002
Bankers Trust Company 1981 - 2000
Skills
Management, Project Management, Data Center, Trading Systems, Managed Services, Vendor Management
Education
Farmingdale State University of New York 1995 — 1999
Bachelor of Science (BS), EET
BNY Mellon September 2013 - Present
Industrial Cooling Inc April 2011 - April 2013
BNY Mellon October 2010 - April 2011
Pangaia Partners April 2009 - October 2010
Lehman Brothers September 2006 - November 2008
Barclays Capital 2008 - 2008
Bank of New York 2003 - 2006
Nortel Networks January 2000 - February 2002
Bankers Trust Company 1981 - 2000
Skills
Management, Project Management, Data Center, Trading Systems, Managed Services, Vendor Management
Education
Farmingdale State University of New York 1995 — 1999
Bachelor of Science (BS), EET
Thomas J. Mastrobuoni's Lehman Brothers Experience January 2001 - September 2002
Job Financial Services Consultant at Prospect 33
Industry Financial Services
Experience
Prospect 33 December 2013 - Present
Experis June 2010 - December 2013
HSBC September 2007 - August 2009
Barclays January 2004 - September 2007
Lehman Brothers January 2001 - September 2002
Credit Suisse September 1999 - January 2001
Bear Stearns March 1987 - September 1999
Arthur Andersen August 1984 - March 1987
Skills
Monthly Close, Financial System..., General Ledger..., Banking, Big 4, Accounting, Financial Reporting, IFRS, SOX, SEC reporting, Financial Analysis, Internal Controls, Excel, GAAP, Capital Markets, General Ledger, Financial Accounting, Reconciliation, Consolidation, Microsoft Office, Financial Control, Financial Services, Sarbanes-Oxley Act, Analysis, Process Improvement, Account Reconciliation, Financial Audits
Education
Fairleigh Dickinson University 1980 — 1984
Bachelor of Science, Accounting
Bergen Catholic HS 1977 — 1980
Prospect 33 December 2013 - Present
Experis June 2010 - December 2013
HSBC September 2007 - August 2009
Barclays January 2004 - September 2007
Lehman Brothers January 2001 - September 2002
Credit Suisse September 1999 - January 2001
Bear Stearns March 1987 - September 1999
Arthur Andersen August 1984 - March 1987
Skills
Monthly Close, Financial System..., General Ledger..., Banking, Big 4, Accounting, Financial Reporting, IFRS, SOX, SEC reporting, Financial Analysis, Internal Controls, Excel, GAAP, Capital Markets, General Ledger, Financial Accounting, Reconciliation, Consolidation, Microsoft Office, Financial Control, Financial Services, Sarbanes-Oxley Act, Analysis, Process Improvement, Account Reconciliation, Financial Audits
Education
Fairleigh Dickinson University 1980 — 1984
Bachelor of Science, Accounting
Bergen Catholic HS 1977 — 1980
Cynthia Shelton McCants's Lehman Brothers Experience September 2006 - October 2008
Job at UBS Wealth Management Americas International
Industry Investment Banking
Experience
UBS Wealth Management November 2008 - Present
Lehman Brothers September 2006 - October 2008
WestLB July 2004 - September 2006
Bayerische Landesbank March 1998 - April 2004
Bankers Trust New York and London June 1992 - October 1995
Education
Florida Agricultural and Mechanical University 1988 — 1992
UBS Wealth Management November 2008 - Present
Lehman Brothers September 2006 - October 2008
WestLB July 2004 - September 2006
Bayerische Landesbank March 1998 - April 2004
Bankers Trust New York and London June 1992 - October 1995
Education
Florida Agricultural and Mechanical University 1988 — 1992
Julio Reynaldo Ortiz's Lehman Brothers Experience 2001 - 2002
Job Vice President at ING Financial Services LLC
Industry Legal Services
Experience
ING Financial Services LLC Director of Facilities ManagementAnderson Kill & Olick, P.C.June 2005 - August 2011
Lehman Brothers 2001 - 2002
Credit Suisse Asset Management 1999 - 2001
Warburg Pincus 1995 - 2001
Education
Fordham University
ING Financial Services LLC Director of Facilities ManagementAnderson Kill & Olick, P.C.June 2005 - August 2011
Lehman Brothers 2001 - 2002
Credit Suisse Asset Management 1999 - 2001
Warburg Pincus 1995 - 2001
Education
Fordham University
Kenneth Meraglia's Lehman Brothers Experience June 2005 - September 2008
Job Vice President Head of Account Opening & KYC LatAm Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Barclays Wealth and Investment Management August 2010 - July 2014
Barclays Wealth September 2008 - August 2010
Lehman Brothers June 2005 - September 2008
James LaSala & Associates, LLP April 2000 - June 2005
Skills
Leadership, Project Management, Fixed Income, Management, Risk Management, Equities, Business Analysis, AML, Project Planning, KYC, Strategic Leadership, Bloomberg, Organizational..., Document Management, Document Review, Investment Banking, Derivatives, Hedge Funds, Financial Services, Capital Markets, Securities, Asset Management
Education
Farmingdale State College 2002 — 2004
BA Finance, Finance, Accounting, Business Law
Nassau Community College 1999 — 2001
Associate Degree Marketing, Marketing, Finance, Business
J.P. Morgan July 2014 - Present
Barclays Wealth and Investment Management August 2010 - July 2014
Barclays Wealth September 2008 - August 2010
Lehman Brothers June 2005 - September 2008
James LaSala & Associates, LLP April 2000 - June 2005
Skills
Leadership, Project Management, Fixed Income, Management, Risk Management, Equities, Business Analysis, AML, Project Planning, KYC, Strategic Leadership, Bloomberg, Organizational..., Document Management, Document Review, Investment Banking, Derivatives, Hedge Funds, Financial Services, Capital Markets, Securities, Asset Management
Education
Farmingdale State College 2002 — 2004
BA Finance, Finance, Accounting, Business Law
Nassau Community College 1999 — 2001
Associate Degree Marketing, Marketing, Finance, Business
Claudio Ravinet's Lehman Brothers Experience October 2000 - June 2006
Job Senior Vice PresidentPrivate Wealth Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management November 2006 - Present
Bank of America June 2006 - November 2006
Lehman Brothers October 2000 - June 2006
Merrill Lynch April 1998 - September 2000
Goldman Sachs April 1997 - April 1998
Education
Florida State University
Master of Arts (M.A.)
University of Nebraska-Lincoln
Bachelor of Arts (B.A.)
UBS Private Wealth Management November 2006 - Present
Bank of America June 2006 - November 2006
Lehman Brothers October 2000 - June 2006
Merrill Lynch April 1998 - September 2000
Goldman Sachs April 1997 - April 1998
Education
Florida State University
Master of Arts (M.A.)
University of Nebraska-Lincoln
Bachelor of Arts (B.A.)
Janet Kolinsky Maas's Lehman Brothers Experience 1999 - 2004
Job Independent Libraries Professional
Industry Libraries
Experience
Lehman Brothers 1999 - 2004
Macy's East October 1997 - February 1999
Education
Queens College 1995 — 1999
MLS, Library and Information Science
Fashion Institute of Technology 1987 — 1991
BS, FBM, Marketing
Lehman Brothers 1999 - 2004
Macy's East October 1997 - February 1999
Education
Queens College 1995 — 1999
MLS, Library and Information Science
Fashion Institute of Technology 1987 — 1991
BS, FBM, Marketing
Richard Snow's Lehman Brothers Experience 1994 - 2008
Job Vice President at The Estée Lauder Companies Inc.
Industry Financial Services
Experience
The Estée Lauder Companies Inc. June 2014 - Present
CS Technology November 2013 - Present
Deutsche Bank June 2012 - Present
CnR Phoenix Enterprises, LLC January 2012 - Present
AIG January 2013 - August 2013
Nomura Securities October 2009 - January 2012
Barclays Capital September 2008 - September 2009
Lehman Brothers 1994 - 2008
Agfa 1987 - 1994
Skills
Market Data, Windows, IT Infrastructure..., IT Strategy, Vendor Management, IT Outsourcing, Process Improvement, Business Transformation, Enterprise IT..., Enterprise Messaging, Investment Banking, Enterprise Architecture, SDLC, IT Management, IT Service Management, Project Delivery, ITIL, Incident Management, Outsourcing, Data Center, Financial Services, Equity Derivatives
Education
Fairleigh Dickinson University 1987 — 1990
Bachelor's degree, Electrical and Electronics Engineering Technology
The Estée Lauder Companies Inc. June 2014 - Present
CS Technology November 2013 - Present
Deutsche Bank June 2012 - Present
CnR Phoenix Enterprises, LLC January 2012 - Present
AIG January 2013 - August 2013
Nomura Securities October 2009 - January 2012
Barclays Capital September 2008 - September 2009
Lehman Brothers 1994 - 2008
Agfa 1987 - 1994
Skills
Market Data, Windows, IT Infrastructure..., IT Strategy, Vendor Management, IT Outsourcing, Process Improvement, Business Transformation, Enterprise IT..., Enterprise Messaging, Investment Banking, Enterprise Architecture, SDLC, IT Management, IT Service Management, Project Delivery, ITIL, Incident Management, Outsourcing, Data Center, Financial Services, Equity Derivatives
Education
Fairleigh Dickinson University 1987 — 1990
Bachelor's degree, Electrical and Electronics Engineering Technology
Matthew Slatkow's Lehman Brothers Experience July 2007 - September 2008
Job Risk Solutions Group at Nomura Securities
Industry Financial Services
Experience
Nomura Securities October 2009 - Present
Barclays Capital October 2008 - September 2009
Lehman Brothers July 2007 - September 2008
Skills
Equities, Electronic Trading, Structured Products, Series 63, Credit Risk, Bloomberg, Fixed Income, Credit Derivatives, Equity Trading, Alternative Investments, Series 7, Investment Banking, Emerging Markets, Investments, Hedge Funds, Trading, Interest Rate..., Equity Derivatives, CDS, Financial Markets, Options, Capital Markets, Financial Modeling, Risk Management, Securities, Corporate Finance, Bonds, Derivatives, Portfolio Management, Financial Risk, Valuation, Asset Management, Private Equity, Financial Analysis, Credit
Education
Florida State University - College of Business 2003 — 2007
Bachelor of Science (B.S.), Entrepreneurial and Small Business Operations
Nomura Securities October 2009 - Present
Barclays Capital October 2008 - September 2009
Lehman Brothers July 2007 - September 2008
Skills
Equities, Electronic Trading, Structured Products, Series 63, Credit Risk, Bloomberg, Fixed Income, Credit Derivatives, Equity Trading, Alternative Investments, Series 7, Investment Banking, Emerging Markets, Investments, Hedge Funds, Trading, Interest Rate..., Equity Derivatives, CDS, Financial Markets, Options, Capital Markets, Financial Modeling, Risk Management, Securities, Corporate Finance, Bonds, Derivatives, Portfolio Management, Financial Risk, Valuation, Asset Management, Private Equity, Financial Analysis, Credit
Education
Florida State University - College of Business 2003 — 2007
Bachelor of Science (B.S.), Entrepreneurial and Small Business Operations
Irina Veksler's Lehman Brothers Experience May 2004 - September 2008
Job Senior Bank Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York April 2013 - Present
Morgan Stanley April 2010 - April 2013
Credit Suisse May 2009 - April 2010
Barclays Capital 2004 - April 2009
Lehman Brothers May 2004 - September 2008
AT&T September 1999 - April 2004
Motorola September 1998 - May 1999
Skills
Liquidity Risk, Basel III, 4G, Contingency Planning, Liquidity Risk Limits..., Liquidity Management, Treasury, Capital Markets, Fixed Income, Credit Derivatives, Derivatives, Equity Derivatives, Prime Brokerage
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
Florida Atlantic University
Master of Engineering (MEng), Electrical Engineering
Polytechnic University
Bachelor of Science (B.S.), Electrical Engineering
Federal Reserve Bank of New York April 2013 - Present
Morgan Stanley April 2010 - April 2013
Credit Suisse May 2009 - April 2010
Barclays Capital 2004 - April 2009
Lehman Brothers May 2004 - September 2008
AT&T September 1999 - April 2004
Motorola September 1998 - May 1999
Skills
Liquidity Risk, Basel III, 4G, Contingency Planning, Liquidity Risk Limits..., Liquidity Management, Treasury, Capital Markets, Fixed Income, Credit Derivatives, Derivatives, Equity Derivatives, Prime Brokerage
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
Florida Atlantic University
Master of Engineering (MEng), Electrical Engineering
Polytechnic University
Bachelor of Science (B.S.), Electrical Engineering
Dan Fuchs's Lehman Brothers Experience November 1999 - July 2001
Job Head of Global Market Data Management
Industry Financial Services
Experience
GMO April 2010 - Present
Fidelity Investments June 2007 - April 2010
Lazard July 2001 - June 2007
Lehman Brothers November 1999 - July 2001
Bloomberg June 1996 - November 1999
Skills
Market Data, Equities, Bloomberg, Fixed Income, Business Continuity, Electronic Trading, Reference Data, Financial Markets, Derivatives, Capital Markets, Back Office, Asset Management
Education
Fordham Gabelli School of Business
MBA, Dual Concentration in Information & Communications Systems and Management Systems
University of Rochester
BA, Economics
GMO April 2010 - Present
Fidelity Investments June 2007 - April 2010
Lazard July 2001 - June 2007
Lehman Brothers November 1999 - July 2001
Bloomberg June 1996 - November 1999
Skills
Market Data, Equities, Bloomberg, Fixed Income, Business Continuity, Electronic Trading, Reference Data, Financial Markets, Derivatives, Capital Markets, Back Office, Asset Management
Education
Fordham Gabelli School of Business
MBA, Dual Concentration in Information & Communications Systems and Management Systems
University of Rochester
BA, Economics
Vlad Makutoff, CFA, FRM's Lehman Brothers Experience September 1998 - April 2003
Job CS Risk IT
Industry Financial Services
Experience
Credit Suisse 2010 - Present
Societe Generale September 2007 - November 2008
BNP Paribas November 2004 - August 2007
Thomson Financial April 2003 - October 2004
Lehman Brothers September 1998 - April 2003
Morgan Stanley May 1992 - August 1998
Skills
Derivatives, Fixed Income, Trading, Trading Systems, Market Risk, Certified Project...
Education
Fordham Gabelli School of Business 1996 — 1998
mba, finance and accounting
Credit Suisse 2010 - Present
Societe Generale September 2007 - November 2008
BNP Paribas November 2004 - August 2007
Thomson Financial April 2003 - October 2004
Lehman Brothers September 1998 - April 2003
Morgan Stanley May 1992 - August 1998
Skills
Derivatives, Fixed Income, Trading, Trading Systems, Market Risk, Certified Project...
Education
Fordham Gabelli School of Business 1996 — 1998
mba, finance and accounting
Frederick C Appel's Lehman Brothers Experience June 2003 - August 2004
Job Experienced Executive
Industry Financial Services
Experience
Self Employed January 2014 - Present
Morgan Stanley August 2010 - September 2011
Lehman Brothers June 2003 - August 2004
Lehman Brothers January 1999 - June 2003
Lehman Brothers December 1996 - December 1998
Lehman Brothers January 1994 - December 1996
Salomon Brothers November 1993 - January 1994
Salomon Brothers June 1990 - November 1993
Salomon Brothers January 1988 - June 1990
Salomon Brothers June 1983 - December 1987
Skills
Program Trading, Equity Derivatives, Volatility, Derivatives, Swaps, Quant, Equities, Options, Hedging, Trading, Risk Management, Asset Management, Valuation, Portfolio Management, Structured Products, Electronic Trading, Series 7, Convertible Bonds, Equity Trading, Middle Office, FX, Special Situations, Securities Lending, Trading Strategies, Proprietary Trading, Global Macro, ETFs, Arbitrage, Convertible Arbitrage, Relative Value, Options Strategies, FX Options, Capital Markets, Investment Banking, Risk Arbitrage, Securities, Financial Risk, Quantitative Investing, Fixed Income, Hedge Funds, Trading Systems
Education
Fordham Gabelli School of Business 1979 — 1982
MBA, Finance
Queen's College 1975 — 1979
Bachelor's degree, Accounting and Economics
Self Employed January 2014 - Present
Morgan Stanley August 2010 - September 2011
Lehman Brothers June 2003 - August 2004
Lehman Brothers January 1999 - June 2003
Lehman Brothers December 1996 - December 1998
Lehman Brothers January 1994 - December 1996
Salomon Brothers November 1993 - January 1994
Salomon Brothers June 1990 - November 1993
Salomon Brothers January 1988 - June 1990
Salomon Brothers June 1983 - December 1987
Skills
Program Trading, Equity Derivatives, Volatility, Derivatives, Swaps, Quant, Equities, Options, Hedging, Trading, Risk Management, Asset Management, Valuation, Portfolio Management, Structured Products, Electronic Trading, Series 7, Convertible Bonds, Equity Trading, Middle Office, FX, Special Situations, Securities Lending, Trading Strategies, Proprietary Trading, Global Macro, ETFs, Arbitrage, Convertible Arbitrage, Relative Value, Options Strategies, FX Options, Capital Markets, Investment Banking, Risk Arbitrage, Securities, Financial Risk, Quantitative Investing, Fixed Income, Hedge Funds, Trading Systems
Education
Fordham Gabelli School of Business 1979 — 1982
MBA, Finance
Queen's College 1975 — 1979
Bachelor's degree, Accounting and Economics
Sarah James's Lehman Brothers Experience May 2005 - June 2007
Job Equity Research Analyst
Industry Investment Management
Experience
Wedbush Morgan Securities October 2009 - Present
Wedbush Morgan Securities July 2009 - September 2009
Poplar Forest LLC March 2009 - March 2009
Trust Company of the West June 2008 - August 2008
Lehman Brothers May 2005 - June 2007
UBS June 2004 - May 2005
Cowen and Company September 2002 - June 2004
Tucker Anthony Sutro Capital Makes May 2001 - September 2001
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
Florida State University 1998 — 2002
BS in Finance
Wedbush Morgan Securities October 2009 - Present
Wedbush Morgan Securities July 2009 - September 2009
Poplar Forest LLC March 2009 - March 2009
Trust Company of the West June 2008 - August 2008
Lehman Brothers May 2005 - June 2007
UBS June 2004 - May 2005
Cowen and Company September 2002 - June 2004
Tucker Anthony Sutro Capital Makes May 2001 - September 2001
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Strategy and Finance
Florida State University 1998 — 2002
BS in Finance
Jessica Silverstein's Lehman Brothers Experience 2003 - 2007
Job Project Manager at TIAACREF
Industry Investment Banking
Experience
TIAA-CREF November 2011 - Present
ForwardThink Group January 2009 - Present
Royal Bank of Canada Capital Markets January 2010 - November 2011
Lehman Brothers 2003 - 2007
Lehman Brothers 2000 - 2003
Cap Gemini Ernst & Young 1998 - 2001
Education
Florida State University - College of Business
B.S., Finance and Management Information Systems
TIAA-CREF November 2011 - Present
ForwardThink Group January 2009 - Present
Royal Bank of Canada Capital Markets January 2010 - November 2011
Lehman Brothers 2003 - 2007
Lehman Brothers 2000 - 2003
Cap Gemini Ernst & Young 1998 - 2001
Education
Florida State University - College of Business
B.S., Finance and Management Information Systems
Bob Sohr's Lehman Brothers Experience January 2009 - December 2009
Job Manager at PwC Consulting
Industry Financial Services
Experience
PwC Consulting February 2010 - Present
Lehman Brothers January 2009 - December 2009
TIAA-CREF June 1986 - April 2008
Education
Pace University School of Law 1996 — 2000
JD, LAW
Fordham Gabelli School of Business 1990 — 1994
MBA, Finance
Iona College 1982 — 1986
BBA, Finance
Fordham Prep 1978 — 1982
PwC Consulting February 2010 - Present
Lehman Brothers January 2009 - December 2009
TIAA-CREF June 1986 - April 2008
Education
Pace University School of Law 1996 — 2000
JD, LAW
Fordham Gabelli School of Business 1990 — 1994
MBA, Finance
Iona College 1982 — 1986
BBA, Finance
Fordham Prep 1978 — 1982
Diane Moran's Lehman Brothers Experience June 2000 - October 2005
Job Adjunct Professor at Community College
Industry Education Management
Experience
Brookdale Community College January 2007 - Present
Lehman Brothers June 2000 - October 2005
D. E. Shaw & Co. 1998 - 2000
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Systems Management
Brookdale Community College January 2007 - Present
Lehman Brothers June 2000 - October 2005
D. E. Shaw & Co. 1998 - 2000
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Systems Management
J. Jay Li's Lehman Brothers Experience 2006 - 2008
Job Equity Derivatives / Interest Rate Derivatives
Industry Investment Banking
Experience
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities USA 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners LLC 2000 - 2004
Skills
Derivatives, Equity Derivatives, Interest Rate..., Credit Derivatives, Investment Banking, CVA, Hedging
Education
University of California, Santa Barbara 1989 — 1992
PhD, Applied Math and Engineering
Florida Atlantic University
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities USA 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners LLC 2000 - 2004
Skills
Derivatives, Equity Derivatives, Interest Rate..., Credit Derivatives, Investment Banking, CVA, Hedging
Education
University of California, Santa Barbara 1989 — 1992
PhD, Applied Math and Engineering
Florida Atlantic University
Antoinette La Belle's Lehman Brothers Experience August 1995 - May 2008
Job Managing Director, Network Partnerships at Growth Philanthropy Network
Industry Nonprofit Organization Management
Experience
Growth Philanthropy Network January 2014 - Present
Civic Ventures November 2010 - January 2014
Lehman Brothers August 1995 - May 2008
Kidder Peabody November 1987 - July 1995
Manufacturers Hanover Trust June 1981 - November 1987
United Research Company January 1979 - June 1981
Skills
Organizational..., Non-profits, Leadership Development, Strategic Planning, Fundraising, Nonprofits, Executive Coaching, Employee Engagement, Management, Entrepreneurship, Program Development, Leadership, Program Management, Strategy, Human Resources, Management Consulting, Philanthropy, Public Speaking, Strategic Communications
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2010
Doctorate, Management
Fordham Gabelli School of Business 1995 — 1997
MBA, Management
Marymount College
BS, Business Administration
Growth Philanthropy Network January 2014 - Present
Civic Ventures November 2010 - January 2014
Lehman Brothers August 1995 - May 2008
Kidder Peabody November 1987 - July 1995
Manufacturers Hanover Trust June 1981 - November 1987
United Research Company January 1979 - June 1981
Skills
Organizational..., Non-profits, Leadership Development, Strategic Planning, Fundraising, Nonprofits, Executive Coaching, Employee Engagement, Management, Entrepreneurship, Program Development, Leadership, Program Management, Strategy, Human Resources, Management Consulting, Philanthropy, Public Speaking, Strategic Communications
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2010
Doctorate, Management
Fordham Gabelli School of Business 1995 — 1997
MBA, Management
Marymount College
BS, Business Administration
Gerald Hendricks, CFA, CMT's Lehman Brothers Experience January 2000 - June 2007
Job Senior Analyst at Columbus Circle Investors
Industry Financial Services
Experience
Columbus Circle Investors July 2007 - Present
Lehman Brothers January 2000 - June 2007
Lehman Brothers December 1997 - January 2000
Morgan Stanley Dean Witter August 1996 - December 1997
Mahoney Cohen January 1995 - August 1996
Skills
Equity Research, Hedge Funds, Equities, Series 7, Capital Markets, Bloomberg, Portfolio Management, Fixed Income, Investment Banking, Financial Modeling, Investments, Valuation, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Villanova University 1990 — 1994
Bachelor, Accounting
Villanova University 1990 — 1994
BS, Accounting
Christian Brothers Academy 1986 — 1990
Columbus Circle Investors July 2007 - Present
Lehman Brothers January 2000 - June 2007
Lehman Brothers December 1997 - January 2000
Morgan Stanley Dean Witter August 1996 - December 1997
Mahoney Cohen January 1995 - August 1996
Skills
Equity Research, Hedge Funds, Equities, Series 7, Capital Markets, Bloomberg, Portfolio Management, Fixed Income, Investment Banking, Financial Modeling, Investments, Valuation, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Villanova University 1990 — 1994
Bachelor, Accounting
Villanova University 1990 — 1994
BS, Accounting
Christian Brothers Academy 1986 — 1990
SueAnn Hannigan's Lehman Brothers Experience December 1986 - May 1993
Job Global Senior Human Resources Business Partner at AIG
Industry Financial Services
Experience
AIG July 2011 - Present
UBS Investment Bank October 2005 - July 2011
Morgan Stanley Investment Management March 2001 - March 2005
Barclays Capital/Barclays Private Wealth Management October 1995 - March 2001
Time Inc., a division of Time Warner May 1993 - October 1995
Lehman Brothers December 1986 - May 1993
Skills
Deferred Compensation, Talent Management, Employee Relations, Recruiting, Succession Planning, Talent Acquisition, Onboarding, Employee Engagement, Performance Management, Organizational Design, Human Resources, Employee Benefits, PeopleSoft, Restructuring, Risk Management, Financial Services, HRIS
Education
Fordham University - Graduate School of Business Administration 1990 — 1994
MBA, Business Management & Marketing
Georgetown University
BA, American Government
AIG July 2011 - Present
UBS Investment Bank October 2005 - July 2011
Morgan Stanley Investment Management March 2001 - March 2005
Barclays Capital/Barclays Private Wealth Management October 1995 - March 2001
Time Inc., a division of Time Warner May 1993 - October 1995
Lehman Brothers December 1986 - May 1993
Skills
Deferred Compensation, Talent Management, Employee Relations, Recruiting, Succession Planning, Talent Acquisition, Onboarding, Employee Engagement, Performance Management, Organizational Design, Human Resources, Employee Benefits, PeopleSoft, Restructuring, Risk Management, Financial Services, HRIS
Education
Fordham University - Graduate School of Business Administration 1990 — 1994
MBA, Business Management & Marketing
Georgetown University
BA, American Government
Alfredo D'Onofrio's Lehman Brothers Experience 1994 - 1997
Job Director at Scotia Capital
Industry Financial Services
Experience
Scotiabank April 2011 - Present
Lewis Bay Capital, LLC March 2009 - September 2010
BNP Paribas (legacy Bank of America Prime Brokerage) May 2005 - January 2009
Telerate April 2002 - May 2005
Bloomberg 1997 - 1999
Lehman Brothers 1994 - 1997
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Finance
Georgetown University 1989 — 1993
BA, Government
Fordham Prep 1985 — 1989
Scotiabank April 2011 - Present
Lewis Bay Capital, LLC March 2009 - September 2010
BNP Paribas (legacy Bank of America Prime Brokerage) May 2005 - January 2009
Telerate April 2002 - May 2005
Bloomberg 1997 - 1999
Lehman Brothers 1994 - 1997
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Finance
Georgetown University 1989 — 1993
BA, Government
Fordham Prep 1985 — 1989
Greg Halpin's Lehman Brothers Experience 1990 - 1993
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Barclays Capital 2009 - Present
BNP Paribas 2005 - 2008
J.P. Morgan 2002 - 2007
Tradecom 2000 - 2002
PwC Consulting 1997 - 2000
Deutsche Bank 1993 - 2000
Deutsche Bank DBTrader 1995 - 1998
Lehman Brothers 1990 - 1993
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Saint Thomas Aquinas College
Barclays Capital 2009 - Present
BNP Paribas 2005 - 2008
J.P. Morgan 2002 - 2007
Tradecom 2000 - 2002
PwC Consulting 1997 - 2000
Deutsche Bank 1993 - 2000
Deutsche Bank DBTrader 1995 - 1998
Lehman Brothers 1990 - 1993
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Saint Thomas Aquinas College
Douglas McKeever's Lehman Brothers Experience 2000 - 2003
Job Treasury Professional at Citigroup
Industry Financial Services
Experience
Citi December 2009 - Present
Citi 2006 - December 2009
Citi September 2003 - 2006
Lehman Brothers 2000 - 2003
CIT 1998 - 2000
Dime Savings Bank of New York 1982 - 1998
Skills
Treasury, Interest Rate Risk..., Banking, CCAR, Fixed Income, Capital Markets, Portfolio Management, Management, Financial Modeling, Financial Analysis, Investments, Derivatives, Investment Banking, CFA
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Finance
Villanova University 1983 — 1985
BA, ECONOMICS, ENGLISH - minor
Citi December 2009 - Present
Citi 2006 - December 2009
Citi September 2003 - 2006
Lehman Brothers 2000 - 2003
CIT 1998 - 2000
Dime Savings Bank of New York 1982 - 1998
Skills
Treasury, Interest Rate Risk..., Banking, CCAR, Fixed Income, Capital Markets, Portfolio Management, Management, Financial Modeling, Financial Analysis, Investments, Derivatives, Investment Banking, CFA
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Finance
Villanova University 1983 — 1985
BA, ECONOMICS, ENGLISH - minor
Dayana Muzinek's Lehman Brothers Experience 2003 - 2005
Job Vice President at Velocity Processing
Industry Financial Services
Experience
Velocity Processing November 2011 - Present
Self 2008 - 2014
Velocity Processing September 2008 - September 2011
Lehman Brothers 2003 - 2005
PwC Consulting 2000 - 2003
Skills
Due Diligence, Strategic Planning, Financial Analysis, Business Development, Valuation, Asset Managment, Business Strategy, Entrepreneurship, New Business Development, Management Consulting, Accounting, Business Planning, Asset Management, Coaching, Public Speaking, Sales Management, Strategy, Financial Modeling, Analysis, Training, Negotiation
Education
New York University 1999 — 2001
MS, Real Estate/Hotel Investment
Florida International University 1995 — 1998
BS, Hotel and Restaurant Management
Velocity Processing November 2011 - Present
Self 2008 - 2014
Velocity Processing September 2008 - September 2011
Lehman Brothers 2003 - 2005
PwC Consulting 2000 - 2003
Skills
Due Diligence, Strategic Planning, Financial Analysis, Business Development, Valuation, Asset Managment, Business Strategy, Entrepreneurship, New Business Development, Management Consulting, Accounting, Business Planning, Asset Management, Coaching, Public Speaking, Sales Management, Strategy, Financial Modeling, Analysis, Training, Negotiation
Education
New York University 1999 — 2001
MS, Real Estate/Hotel Investment
Florida International University 1995 — 1998
BS, Hotel and Restaurant Management
Julie Reynolds's Lehman Brothers Experience December 1999 - February 2003
Job Vice President Revenue Cycle Management at Aurora Diagnostics
Industry Hospital & Health Care
Experience
Aurora Diagnostics July 2015 - Present
Aurora Diagnostics August 2014 - July 2015
Aurora Diagnostics May 2013 - August 2014
Aurora Diagnostics August 2011 - May 2013
NextEra Energy Resources May 2005 - May 2011
Reichel Realty & Investmetns 2004 - 2005
Lehman Brothers December 1999 - February 2003
Morgan Keegan November 1998 - November 1999
Morgan Keegan 1994 - 1997
Rich's 1992 - 1994
Skills
Accounting, Budgeting, Financial Analysis, SOX, Financial Reporting, Forecasting, Internal Controls, Excel, SAP, PowerPoint, Spanish, Auditing, Microsoft Office, Compliance, Outlook, Risk Management, Word, Insurance, Tax, GAAP, Account Reconciliation, Financial Audits, General Ledger, Training, Variance Analysis, Financial Accounting, CPA, Managerial Finance, Cash Flow, Sarbanes-Oxley, Fixed Assets, Cash Flow Forecasting, Journal Entries, Great Plains Software, Analysis, Budgets, Sarbanes-Oxley Act, Microsoft Excel, Consolidation, Microsoft Word, Accounts Payable, Financial Statements
Education
Florida Atlantic University 2005 — 2007
BA, Accounting
Florida Atlantic University 1990 — 1992
BS, Finance
University of Georgia - Terry College of Business 1987 — 1989
Finance
Cardinal Newman High School
Aurora Diagnostics July 2015 - Present
Aurora Diagnostics August 2014 - July 2015
Aurora Diagnostics May 2013 - August 2014
Aurora Diagnostics August 2011 - May 2013
NextEra Energy Resources May 2005 - May 2011
Reichel Realty & Investmetns 2004 - 2005
Lehman Brothers December 1999 - February 2003
Morgan Keegan November 1998 - November 1999
Morgan Keegan 1994 - 1997
Rich's 1992 - 1994
Skills
Accounting, Budgeting, Financial Analysis, SOX, Financial Reporting, Forecasting, Internal Controls, Excel, SAP, PowerPoint, Spanish, Auditing, Microsoft Office, Compliance, Outlook, Risk Management, Word, Insurance, Tax, GAAP, Account Reconciliation, Financial Audits, General Ledger, Training, Variance Analysis, Financial Accounting, CPA, Managerial Finance, Cash Flow, Sarbanes-Oxley, Fixed Assets, Cash Flow Forecasting, Journal Entries, Great Plains Software, Analysis, Budgets, Sarbanes-Oxley Act, Microsoft Excel, Consolidation, Microsoft Word, Accounts Payable, Financial Statements
Education
Florida Atlantic University 2005 — 2007
BA, Accounting
Florida Atlantic University 1990 — 1992
BS, Finance
University of Georgia - Terry College of Business 1987 — 1989
Finance
Cardinal Newman High School
Danilo Dela cruz's Lehman Brothers Experience February 2005 - November 2005
Job Telecommunications Professional
Industry Telecommunications
Experience
Sumitomo Electric Lightwave March 2013 - Present
Wireless Communication NC June 2012 - November 2012
CenturyLink/Teksystem October 2011 - March 2012
OneSource 2012 - 2012
NextGen Global Resources, LLC July 2011 - October 2011
AT&T July 2010 - December 2010
TEK Systems December 2009 - March 2010
Mas Tec July 2009 - October 2009
TeleHealth Services February 2006 - November 2008
Lehman Brothers February 2005 - November 2005
Skills
Cellular Communications, Telephony, IP, Telecommunication..., Telecommunications, Software Installation, Field Maintenance, Television, Field Service, Broadcast Television, Internet, Satellite TV, Satellite Communications, Radio, Servers, Voice & Data Convergence, CompTIA A+, Fiber Optic Technology, Fiber Optic Cable, Fiber Optics, Cable Television, Structured Cabling, Cable Networks
Education
Wake Technical Community College 2013 — 2014
Certification for CompTIA +, Computer and Information Sciences and Support Services
Central Collage of the Philippines 1990 — 1993
Engineer's degree, Electronics and Communications Engineering
Far Eastern University 1988 — 1990
Electrical Engineering, Engineering
Ramon Magsaysay High School
Sumitomo Electric Lightwave March 2013 - Present
Wireless Communication NC June 2012 - November 2012
CenturyLink/Teksystem October 2011 - March 2012
OneSource 2012 - 2012
NextGen Global Resources, LLC July 2011 - October 2011
AT&T July 2010 - December 2010
TEK Systems December 2009 - March 2010
Mas Tec July 2009 - October 2009
TeleHealth Services February 2006 - November 2008
Lehman Brothers February 2005 - November 2005
Skills
Cellular Communications, Telephony, IP, Telecommunication..., Telecommunications, Software Installation, Field Maintenance, Television, Field Service, Broadcast Television, Internet, Satellite TV, Satellite Communications, Radio, Servers, Voice & Data Convergence, CompTIA A+, Fiber Optic Technology, Fiber Optic Cable, Fiber Optics, Cable Television, Structured Cabling, Cable Networks
Education
Wake Technical Community College 2013 — 2014
Certification for CompTIA +, Computer and Information Sciences and Support Services
Central Collage of the Philippines 1990 — 1993
Engineer's degree, Electronics and Communications Engineering
Far Eastern University 1988 — 1990
Electrical Engineering, Engineering
Ramon Magsaysay High School
Nicholas Finn's Lehman Brothers Experience February 1998 - September 2008
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse September 2008 - Present
Lehman Brothers February 1998 - September 2008
Skills
Hedge Funds
Education
Fordham Gabelli School of Business
MBA, Finance
St. Lawrence University 1988 — 1991
BA, Government
Taft School 1984 — 1987
Credit Suisse September 2008 - Present
Lehman Brothers February 1998 - September 2008
Skills
Hedge Funds
Education
Fordham Gabelli School of Business
MBA, Finance
St. Lawrence University 1988 — 1991
BA, Government
Taft School 1984 — 1987
Steven Holm's Lehman Brothers Experience February 2005 - February 2007
Job Partner at Cultivate Ventures
Industry Financial Services
Experience
Cultivate Ventures July 2014 - Present
muk haircare Pty Ltd January 2013 - Present
The Hoboken Man January 2008 - Present
Citi July 2008 - July 2014
Arganica December 2011 - December 2013
Citi July 2008 - December 2009
Credit Suisse February 2007 - July 2008
Lehman Brothers February 2005 - February 2007
Shearman and Sterling September 2000 - February 2005
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Equities, Corporate Finance, Portfolio Management, Banking, Derivatives, Hedge Funds, Risk Management, Financial Services, Strategic Financial..., Valuation, Private Equity, Alternative Investments, Managerial Finance, Bloomberg, Financial Reporting, Strategy, Finance, Securities, Trading Systems, Series 7, Business Analysis, Mutual Funds, Strategic Planning, Investments, Asset Management, Financial Risk, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance & Accounting
University of Delaware 1995 — 1999
Finance & Management
Cultivate Ventures July 2014 - Present
muk haircare Pty Ltd January 2013 - Present
The Hoboken Man January 2008 - Present
Citi July 2008 - July 2014
Arganica December 2011 - December 2013
Citi July 2008 - December 2009
Credit Suisse February 2007 - July 2008
Lehman Brothers February 2005 - February 2007
Shearman and Sterling September 2000 - February 2005
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Equities, Corporate Finance, Portfolio Management, Banking, Derivatives, Hedge Funds, Risk Management, Financial Services, Strategic Financial..., Valuation, Private Equity, Alternative Investments, Managerial Finance, Bloomberg, Financial Reporting, Strategy, Finance, Securities, Trading Systems, Series 7, Business Analysis, Mutual Funds, Strategic Planning, Investments, Asset Management, Financial Risk, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance & Accounting
University of Delaware 1995 — 1999
Finance & Management
Jason Bruno's Lehman Brothers Experience June 2001 - May 2003
Job Chief Financial Officer at Accurate Box Company
Industry Packaging and Containers
Experience
Accurate Box Company October 2012 - Present
Production Resource Group April 2010 - October 2012
LeCroy Corporation February 2005 - April 2010
LeCroy Corporation June 2003 - February 2005
Lehman Brothers June 2001 - May 2003
Medco January 1999 - May 2001
Medco November 1994 - January 1999
Skills
Financial Reporting, Accounting, Account Management, Forecasting, Internal Controls, Budgets, Corporate Finance, Accounts Receivable, Financial Modeling, General Ledger, Finance, Consolidation
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance, Marketing
Rutgers University-New Brunswick 1989 — 1993
BS, Accounting
Accurate Box Company October 2012 - Present
Production Resource Group April 2010 - October 2012
LeCroy Corporation February 2005 - April 2010
LeCroy Corporation June 2003 - February 2005
Lehman Brothers June 2001 - May 2003
Medco January 1999 - May 2001
Medco November 1994 - January 1999
Skills
Financial Reporting, Accounting, Account Management, Forecasting, Internal Controls, Budgets, Corporate Finance, Accounts Receivable, Financial Modeling, General Ledger, Finance, Consolidation
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance, Marketing
Rutgers University-New Brunswick 1989 — 1993
BS, Accounting
Julie Anne Cannon's Lehman Brothers Experience June 2008 - August 2008
Job Mathematics Teacher at Immaculata La Salle High School
Industry Higher Education
Experience
Immaculata - La Salle High School August 2013 - Present
Barclays Capital July 2009 - September 2011
Lehman Brothers June 2008 - August 2008
Skills
Financial Analysis, Bloomberg, Fixed Income, Corporate Finance, Mathematics, Mathematics Education, Foreign Languages
Education
Florida Atlantic University 2012 — 2013
Mathematics
University of Notre Dame 2005 — 2009
BBA, Finance & History
Immaculata - La Salle High School August 2013 - Present
Barclays Capital July 2009 - September 2011
Lehman Brothers June 2008 - August 2008
Skills
Financial Analysis, Bloomberg, Fixed Income, Corporate Finance, Mathematics, Mathematics Education, Foreign Languages
Education
Florida Atlantic University 2012 — 2013
Mathematics
University of Notre Dame 2005 — 2009
BBA, Finance & History
Clarence Morson's Lehman Brothers Experience March 1987 - October 1994
Job Financial Services Professional
Industry Financial Services
Experience
Shelbourne Securities April 2006 - November 2009
Shelbourne Securities April 2006 - November 2009
Janney Montgomery Scott, LLC February 2003 - April 2006
Wachovia Securities October 1999 - January 2003
Paine Webber Brokerage Company (UBS) October 1998 - October 1999
Thomas Securities October 1997 - October 1998
Smith Barney October 1994 - October 1997
Lehman Brothers March 1987 - October 1994
Education
Fisher College
AA, Business Administration
Johnson & Wales
BS, Computer Systems Management
Shelbourne Securities April 2006 - November 2009
Shelbourne Securities April 2006 - November 2009
Janney Montgomery Scott, LLC February 2003 - April 2006
Wachovia Securities October 1999 - January 2003
Paine Webber Brokerage Company (UBS) October 1998 - October 1999
Thomas Securities October 1997 - October 1998
Smith Barney October 1994 - October 1997
Lehman Brothers March 1987 - October 1994
Education
Fisher College
AA, Business Administration
Johnson & Wales
BS, Computer Systems Management
Mark French's Lehman Brothers Experience 1992 - 2003
Job MBA, Project Management
Industry Oil & Energy
Experience
Weatherford October 2014 - Present
Voyager Drilling August 2013 - September 2014
On Point Projects November 2011 - June 2013
Greytec, LLC May 2007 - November 2011
Golden Bear Drilling August 2003 - April 2007
Lehman Brothers 1992 - 2003
11th Special Forces Group (ABN) 1987 - 1993
Skills
Business Analysis, Process Improvement, Risk Management, Budgeting, Project Planning, Software Project..., Project Execution, MS Project, Middle Office, Operations Management, Project Management, Budgets, Leadership, Vendor Management, Analysis, Integration, Strategy, Quality Assurance, Procurement, Management, Equity Derivatives, CRM, Sales, Business Process..., Program Management, Project Portfolio...
Education
Florida Institute of Technology 2010 — 2012
MBA, Project Management
The University of Texas at El Paso 1980 — 1985
BA, Political Science
Weatherford October 2014 - Present
Voyager Drilling August 2013 - September 2014
On Point Projects November 2011 - June 2013
Greytec, LLC May 2007 - November 2011
Golden Bear Drilling August 2003 - April 2007
Lehman Brothers 1992 - 2003
11th Special Forces Group (ABN) 1987 - 1993
Skills
Business Analysis, Process Improvement, Risk Management, Budgeting, Project Planning, Software Project..., Project Execution, MS Project, Middle Office, Operations Management, Project Management, Budgets, Leadership, Vendor Management, Analysis, Integration, Strategy, Quality Assurance, Procurement, Management, Equity Derivatives, CRM, Sales, Business Process..., Program Management, Project Portfolio...
Education
Florida Institute of Technology 2010 — 2012
MBA, Project Management
The University of Texas at El Paso 1980 — 1985
BA, Political Science
Mark N. DiMaio's Lehman Brothers Experience January 2000 - December 2000
Job Partner/Principal, Capital Markets Advisory
Industry Financial Services
Experience
EY March 2005 - Present
Bank of America January 2001 - March 2005
Lehman Brothers January 2000 - December 2000
Capco 1999 - 2000
UBS Investment Bank July 1996 - December 1999
JPMorgan Chase & Co. December 1994 - December 1996
BearStearns December 1994 - December 1995
Deutsche Bank May 1989 - December 1994
PwC (Formerly Coopers & Lybrand) August 1986 - August 1989
Skills
Risk, Due Diligence, Compliance, Trading, Fraud Investigations, Tax Compliance, Regulatory Requirements, IPO, Business Process..., Re-engineering, Business Strategy, Technical Architecture, Data Management, Financial Risk, Equities, Governance, Capital Markets, Asset Management, Hedge Funds, Fixed Income, Banking, Finance, Portfolio Management, Operational Risk, Market Risk, Fraud, Leadership Development, Mentoring, Risk Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
University of Scranton 1982 — 1986
Bachelor of Science (B.S.), Accounting
EY March 2005 - Present
Bank of America January 2001 - March 2005
Lehman Brothers January 2000 - December 2000
Capco 1999 - 2000
UBS Investment Bank July 1996 - December 1999
JPMorgan Chase & Co. December 1994 - December 1996
BearStearns December 1994 - December 1995
Deutsche Bank May 1989 - December 1994
PwC (Formerly Coopers & Lybrand) August 1986 - August 1989
Skills
Risk, Due Diligence, Compliance, Trading, Fraud Investigations, Tax Compliance, Regulatory Requirements, IPO, Business Process..., Re-engineering, Business Strategy, Technical Architecture, Data Management, Financial Risk, Equities, Governance, Capital Markets, Asset Management, Hedge Funds, Fixed Income, Banking, Finance, Portfolio Management, Operational Risk, Market Risk, Fraud, Leadership Development, Mentoring, Risk Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
University of Scranton 1982 — 1986
Bachelor of Science (B.S.), Accounting
Dana Erdfarb's Lehman Brothers Experience June 2008 - August 2008
Job Health and Group Benefits Consultant at Towers Watson
Industry Hospital & Health Care
Experience
Towers Watson June 2009 - Present
Lehman Brothers June 2008 - August 2008
Deloitte & Touche LLP January 2008 - May 2008
Skills
Microsoft Word, Excel,..., Read and write Spanish,...
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
B.A., Economics; summa cum laude
Towers Watson June 2009 - Present
Lehman Brothers June 2008 - August 2008
Deloitte & Touche LLP January 2008 - May 2008
Skills
Microsoft Word, Excel,..., Read and write Spanish,...
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
B.A., Economics; summa cum laude
Robin Albanese's Lehman Brothers Experience 2000 - 2002
Job Experienced Financial Professional
Industry Research
Experience
KBW 2003 - 2006
Lehman Brothers 2000 - 2002
A.M. Best Company 1992 - 1999
Everest Reinsurance (formerly Prudential Reinsurance) 1990 - 1992
Crum & Forster 1987 - 1990
Skills
Equity Research, Equity Valuation, Hedge Funds, Financial Analysis, Buy Side Research, Sell Side, Property & Casualty..., Asset Management, Equities
Education
Fairleigh Dickinson University
MBA, Finance
Pace University
BBA, Finance
KBW 2003 - 2006
Lehman Brothers 2000 - 2002
A.M. Best Company 1992 - 1999
Everest Reinsurance (formerly Prudential Reinsurance) 1990 - 1992
Crum & Forster 1987 - 1990
Skills
Equity Research, Equity Valuation, Hedge Funds, Financial Analysis, Buy Side Research, Sell Side, Property & Casualty..., Asset Management, Equities
Education
Fairleigh Dickinson University
MBA, Finance
Pace University
BBA, Finance
Richard Blaney, CFP's Lehman Brothers Experience September 1992 - February 1999
Job Wealth Management
Industry Financial Services
Experience
Beechwood Financial Services, LLC February 2015 - Present
Tuttle Wealth Management January 2013 - May 2014
Atlantis Asset Management April 2012 - December 2012
Beechwood Financial Services, LLC January 2005 - March 2012
Independent Financial Services Professional April 2001 - June 2002
Lehman Brothers September 1992 - February 1999
Dean Witter January 1987 - August 1992
Skills
Investments, Financial Services, Portfolio Management, Financial Analysis, Asset Managment, Alternative Investments, Risk Management, Fixed Income, Wealth Management
Education
The American College 2002 — 2004
CFP Education Requirement, CFP Core Cirriculum
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
State University of New York College at Oneonta 1982 — 1986
BS, Business Economics
Beechwood Financial Services, LLC February 2015 - Present
Tuttle Wealth Management January 2013 - May 2014
Atlantis Asset Management April 2012 - December 2012
Beechwood Financial Services, LLC January 2005 - March 2012
Independent Financial Services Professional April 2001 - June 2002
Lehman Brothers September 1992 - February 1999
Dean Witter January 1987 - August 1992
Skills
Investments, Financial Services, Portfolio Management, Financial Analysis, Asset Managment, Alternative Investments, Risk Management, Fixed Income, Wealth Management
Education
The American College 2002 — 2004
CFP Education Requirement, CFP Core Cirriculum
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
State University of New York College at Oneonta 1982 — 1986
BS, Business Economics
Randall Meyn's Lehman Brothers Experience September 1996 - April 2002
Job ETF Product Specialist
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
Merrill Lynch October 2010 - August 2012
Credit Suisse June 2008 - May 2009
Merrill Lynch April 2002 - April 2008
Lehman Brothers September 1996 - April 2002
Skills
Product Development, Equities, Equity Derivatives, Hedge Funds, Options, Derivatives, Fixed Income, Alternative Investments, Electronic Trading, Equity Trading, Trading Systems, Trading, Series 7, Structured Products, ETFs, Capital Markets, Swaps, Prime Brokerage, Wealth Management, Asset Allocation, Investment Strategies, Hedging, Volatility, Finance, Asset Management, Bloomberg, Securities, Investments, Financial Markets, Financial Services, Portfolio Management
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
Villanova University 1986 — 1990
BA, Economics
West Islip High School 1982 — 1985
High School Diploma, Economics
BNY Mellon June 2013 - Present
Merrill Lynch October 2010 - August 2012
Credit Suisse June 2008 - May 2009
Merrill Lynch April 2002 - April 2008
Lehman Brothers September 1996 - April 2002
Skills
Product Development, Equities, Equity Derivatives, Hedge Funds, Options, Derivatives, Fixed Income, Alternative Investments, Electronic Trading, Equity Trading, Trading Systems, Trading, Series 7, Structured Products, ETFs, Capital Markets, Swaps, Prime Brokerage, Wealth Management, Asset Allocation, Investment Strategies, Hedging, Volatility, Finance, Asset Management, Bloomberg, Securities, Investments, Financial Markets, Financial Services, Portfolio Management
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
Villanova University 1986 — 1990
BA, Economics
West Islip High School 1982 — 1985
High School Diploma, Economics
Tom Furey's Lehman Brothers Experience 1993 - 1998
Job Retired at Bankers Trust Company
Industry Financial Services
Experience
Bankers Trust Company Managing Director , Corporate Real Estate, The AmericasBankers Trust Company1998 - 2001
Lehman Brothers 1993 - 1998
EBCBC 1988 - 1993
Goldman Sachs & Co. 1964 - 1988
United States Marine Corps 1966 - 1969
Education
Fordham University - Graduate School of Business Administration 1975 — 1977
Master of Business Administration (MBA), M, Finance
Saint Francis College 1969 — 1973
Bachelor's degree, Accounting and Finance
Bankers Trust Company Managing Director , Corporate Real Estate, The AmericasBankers Trust Company1998 - 2001
Lehman Brothers 1993 - 1998
EBCBC 1988 - 1993
Goldman Sachs & Co. 1964 - 1988
United States Marine Corps 1966 - 1969
Education
Fordham University - Graduate School of Business Administration 1975 — 1977
Master of Business Administration (MBA), M, Finance
Saint Francis College 1969 — 1973
Bachelor's degree, Accounting and Finance
Brian Borget's Lehman Brothers Experience June 1997 - March 2006
Job Senior Account Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield August 2011 - Present
Jones Lang LaSalle March 2006 - August 2011
Lehman Brothers June 1997 - March 2006
Federal Reserve Bank of New York October 1994 - June 1997
Skills
Corporate Real Estate, Lease Negotiations, Location Intelligence, Tenant Representation, Leases, Disposition, Asset Managment, Real Estate Transactions, Due Diligence, Commercial Real Estate, Portfolio Management, Financial Analysis, Lease Administration, Tenant, Landlords, Negotiating Leases, Acquisitions, Shopping Centers, Market Analysis, Investment Properties, Property Management, Investments, Real Estate Economics, Financial Modeling, Investment Sales, Appraisals, Property, Contract Negotiation, Commercial Leasing, Real Estate Financing, Finance, Real Estate, Facilities Management, International Real..., Land Acquisition, Residential Homes, Capital Markets, Investors, Executive Management, Investor Relations, Selling, Feasibility Studies, Contract Management, Alternative Investments, Mergers & Acquisitions, Private Equity, Sellers, Negotiation, Underwriting, Asset
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance and Business Economics
Loyola University Maryland 1990 — 1994
BBA, Finance
Cushman & Wakefield August 2011 - Present
Jones Lang LaSalle March 2006 - August 2011
Lehman Brothers June 1997 - March 2006
Federal Reserve Bank of New York October 1994 - June 1997
Skills
Corporate Real Estate, Lease Negotiations, Location Intelligence, Tenant Representation, Leases, Disposition, Asset Managment, Real Estate Transactions, Due Diligence, Commercial Real Estate, Portfolio Management, Financial Analysis, Lease Administration, Tenant, Landlords, Negotiating Leases, Acquisitions, Shopping Centers, Market Analysis, Investment Properties, Property Management, Investments, Real Estate Economics, Financial Modeling, Investment Sales, Appraisals, Property, Contract Negotiation, Commercial Leasing, Real Estate Financing, Finance, Real Estate, Facilities Management, International Real..., Land Acquisition, Residential Homes, Capital Markets, Investors, Executive Management, Investor Relations, Selling, Feasibility Studies, Contract Management, Alternative Investments, Mergers & Acquisitions, Private Equity, Sellers, Negotiation, Underwriting, Asset
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance and Business Economics
Loyola University Maryland 1990 — 1994
BBA, Finance
Jodi Love's Lehman Brothers Experience September 2004 - October 2005
Job Managing Director at Jennison Associates
Industry Investment Management
Experience
Jennison Associates April 2012 - Present
Balyasny Asset Management L.P. January 2008 - March 2012
Oppenheimer & Co. November 2005 - January 2008
Lehman Brothers September 2004 - October 2005
Saks Fifth Avenue July 2003 - September 2004
J.P. Morgan July 2000 - July 2002
Skills
Market Research, Fundamental Research, Equity Research, Retail, consumer discretionary, Footwear, restaurants, softlines, hardlines, broadlines, Institutional Research, Financial Modeling, Consumer Trends, Economic Research, Equity Valuation, Bloomberg
Education
Fashion Institute of Technology 2002 — 2003
Associate, Applied Science, Fashion Merchandising Management
McGill University 1996 — 2000
Honors Bachelor of Arts, Political Science
Jennison Associates April 2012 - Present
Balyasny Asset Management L.P. January 2008 - March 2012
Oppenheimer & Co. November 2005 - January 2008
Lehman Brothers September 2004 - October 2005
Saks Fifth Avenue July 2003 - September 2004
J.P. Morgan July 2000 - July 2002
Skills
Market Research, Fundamental Research, Equity Research, Retail, consumer discretionary, Footwear, restaurants, softlines, hardlines, broadlines, Institutional Research, Financial Modeling, Consumer Trends, Economic Research, Equity Valuation, Bloomberg
Education
Fashion Institute of Technology 2002 — 2003
Associate, Applied Science, Fashion Merchandising Management
McGill University 1996 — 2000
Honors Bachelor of Arts, Political Science
Craig Kornett's Lehman Brothers Experience 2006 - 2008
Job Director at Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. 2014 - Present
Hammond Hanlon Camp LLC 2013 - 2014
Barclays Capital 2008 - 2013
Lehman Brothers 2006 - 2008
UBS Investment Bank 2003 - 2006
Fitch Ratings 1997 - 2003
North Shore Health System 1996 - 1997
The Brooklyn Hospital Center 1994 - 1996
Coopers & Lybrand 1993 - 1994
Ernst & Young 1989 - 1992
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Equities, Bonds, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Asset Management, Structured Finance, Securities, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (MBA), Finance
Lynchburg College 1985 — 1989
Bachelor of Arts (BA), History & Journalism
Citigroup Global Markets Inc. 2014 - Present
Hammond Hanlon Camp LLC 2013 - 2014
Barclays Capital 2008 - 2013
Lehman Brothers 2006 - 2008
UBS Investment Bank 2003 - 2006
Fitch Ratings 1997 - 2003
North Shore Health System 1996 - 1997
The Brooklyn Hospital Center 1994 - 1996
Coopers & Lybrand 1993 - 1994
Ernst & Young 1989 - 1992
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Equities, Bonds, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Asset Management, Structured Finance, Securities, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (MBA), Finance
Lynchburg College 1985 — 1989
Bachelor of Arts (BA), History & Journalism
Paul Feidelson's Lehman Brothers Experience January 1993 - September 2008
Job Managing Director at Mizuho
Industry Capital Markets
Experience
Mizuho Securities USA Inc. April 2015 - Present
Royal Bank of Scotland January 2010 - April 2015
Wealth and Investment Management at Barclays September 2008 - January 2010
Lehman Brothers January 1993 - September 2008
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (M.B.A.)
Lehigh University 1985 — 1989
Bachelor of Arts (BA)
Mizuho Securities USA Inc. April 2015 - Present
Royal Bank of Scotland January 2010 - April 2015
Wealth and Investment Management at Barclays September 2008 - January 2010
Lehman Brothers January 1993 - September 2008
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (M.B.A.)
Lehigh University 1985 — 1989
Bachelor of Arts (BA)
Armen Tutuyan's Lehman Brothers Experience 2000 - 2008
Job sales at JP Morgan
Industry Financial Services
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS