Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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Lehman Brothers Employees
Barclays April 2014 - Present
Lehman Brothers Holdings Inc. January 2012 - September 2013
Lehman Brothers Holdings Inc. October 2008 - January 2012
Lehman Brothers April 2007 - October 2008
Rallye Lexus January 2005 - April 2007
Rallye Lexus January 2005 - April 2007
Skills
• Excellent..., Microsoft office XP,..., • Exceptional..., Options, FX Options, Finance, Derivatives, Financial Risk, Account Reconciliation, Bloomberg, Accounting, Capital Markets, Equities, Fixed Income, Hedge Funds, Hedging, Investment Banking, Investments, Middle Office, Prime Brokerage, Settlement, Trading, Valuation
Education
Fordham University 2000 — 2004
BA, Bachelor’s degree in Business Administration
PSEG January 2009 - Present
Lehman Brothers 2008 - 2008
Skills
Commodity Markets, Energy Markets, Risk Management, Financial Modeling, Commodity, Energy
Education
Fordham University 1986 — 1990
BS, Computer Science
North American Senior Benefits January 2015 - Present
H&R Block October 2014 - March 2015
Trulia April 2009 - September 2014
Lehman Brothers February 2000 - March 2008
Skills
Expert Prospecter, Online Resourcefulness, Microsoft Office, Microsoft Excel, CRM
Education
University of Southern California 1991 — 1992
Business-Public Relations
Fullerton College 1990 — 1991
General Education
Akimbo (Akimbo Connect) September 2015 - Present
Gilman Studios LLC July 2013 - Present
General Assembly April 2014 - February 2015
Startup Institute October 2013 - December 2013
Joule Assets Inc. June 2012 - November 2012
New York Legal Assistance Group May 2011 - May 2012
Office of Congressman Charles B. Rangel January 2011 - September 2011
Fordham Law Interdisciplinary Center for Family and Child Advocacy September 2009 - June 2010
Kaplan Fox & Kilsheimer LLP May 2008 - August 2008
Lehman Brothers May 2007 - August 2007
Skills
Legal Research, Litigation, Due Diligence, Corporate Law, Securities, Customer Service, Asset Managment, Non-profits, Legal Writing, Westlaw, Commercial Litigation, Civil Litigation, Securities Regulation, Private Equity, Early-stage Startups, Sales, Business Strategy, Competition Law, Business Development, Competitive Analysis
Education
Fordham University 2006 — 2009
Doctor of Law (J.D.)
University of Pennsylvania 2002 — 2006
Bachelor of Arts, Political Science and World History
Zest 4 Design January 2011 - Present
Zest 4 Design January 2011 - Present
Town Of Darien CT July 2009 - January 2012
Lehman Brothers February 1983 - May 1997
Merrill Lynch May 1980 - February 1983
Skills
Manufacturing, Design,..., Business Strategy, Geriatrics, Finance, Sourcing, Manufacturing, Market Research, Product Development, Retail, Marketing, Management, Public Speaking, Public Relations, Coaching
Education
Fordham University 2006 — 2009
Masters Degree, Clinical Social Work/Geriatrics
New York University 1980 — 1983
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Allegiance Capital Corporation September 2014 - Present
Eli Lilly and Company October 2011 - October 2013
Goldman Sachs January 2009 - June 2011
Bank of America November 2007 - January 2009
Indymac Bank January 2007 - November 2007
Lehman Brothers August 2004 - January 2007
Countrywide Correspondent Lending June 2000 - August 2004
Skills
Mortgage Banking, Mortgage Lending, New Business Development, Portfolio Management, Account Management, Residential Mortgages, Risk Management, Underwriting, Loan Origination, Loans, Sales, Series 7, Cross-functional Team..., Strategic Planning, Team Building, Process Improvement, Credit, Banking, Marketing, Financial Analysis, Forecasting, Management, Leadership, Relationship Management, Selling, Strategy, Competitive Analysis, Finance, Business Planning, Cold Calling, Marketing Strategy, Financial Services, Financial Modeling, Entrepreneurship, Credit Analysis, Change Management, Sales Operations, Product Launch, Sales Management, Business Development, Business Strategy, Start-ups, Consulting, Team Leadership, Investments
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Business Administration and Management, General
Fordham University 1996 — 2000
BA, Communication and Media Studies
Agawam
Credit Suisse April 2010 - Present
Barclays September 2008 - April 2010
Lehman Brothers April 2007 - September 2008
Direct Energy August 2005 - April 2007
Supreme Court of the State of New York March 2004 - August 2005
Huber Lawrence & Abell September 2000 - February 2004
Skills
Commodity, Energy Derivatives, Derivatives, Energy, Commodity Markets, Capital Markets, Credit Derivatives, Equity Derivatives, Swaps, Securities, ISDA, Hedge Funds, Structured Products, Equities, Investment Banking, Portfolio Management, Structured Finance, Prime Brokerage
Education
Fordham University School of Law 1997 — 2000
JD
New York University 1993 — 1997
BA, Economics/History; Italian
Lauren Order 2010 - Present
Lazar Media Group 2003 - 2011
Lehman Brothers 2008 - 2009
Skills
Organizing, Event Planning, Disaster Response, Retail Sales, Visual Merchandising, Decoration, Nonprofits
Education
Fordham University 2008 — 2009
International Graduate Diploma, International humanitarian assistance
Marymount University 1999 — 2004
Bachelors of liberal arts, Psychology/English
Barclays Capital 2008 - 2014
Lehman Brothers 2003 - 2008
HypoVereinsbank 2001 - 2003
National Australia Bank 2001 - 2001
KPMG 1999 - 2001
Skills
Investment Banking, Capital Markets, Regulatory Analysis, Regulatory Capital, Capital Management, Financial Reporting, Fixed Income, Equities, Derivatives, Equity Derivatives, Interest Rate..., Swaps, Market Risk, Securities, Product Control, Bloomberg, Reuters, Trading, Risk Management, Bloomberg Terminal, Credit Risk, Financial Modeling, Equity Trading, Treasury, Financial Services, Finance, Financial Risk, Options, Middle Office, Valuation, Securities Lending, Structured Finance, Internal Controls, Trading Systems, Financial Markets, Credit
Education
Fordham University
BS
Heineken USA November 2014 - March 2015
Heineken USA November 2013 - April 2014
Frank Hirth September 2011 - July 2013
BNP Paribas June 2008 - June 2011
ABN AMRO February 2002 - June 2008
Merrill Lynch July 2001 - February 2002
Lehman Brothers June 1996 - June 2001
D'Arcy, Masius, Benton & Bowles March 1993 - May 1994
Price Waterhouse 1987 - 1992
Skills
Expatriate Management, Deferred Compensation, Employee Benefits, Talent Management, Succession Planning, Employee Relations, Global Mobility, Performance Management, HRIS, Organizational Design, HR Transformation, Vendor Management, Human Resources, Employee Engagement, Change Management, Executive Pay, Talent Acquisition, PeopleSoft, Onboarding, Mergers, Payroll, Expatriate Tax, Benefits Administration, Mergers & Acquisitions, Organizational..., Personnel Management, Workforce Planning, ADP Payroll, International Mobility, Management, Incentive Programs, HR Policies, Salary, Tax Advisory, Training, International Tax, Policy, Compensation & Benefit, Tax, Remuneration, Strategic HR, Job Evaluation, HR Consulting
Education
Fordham University School of Law 1988 — 1992
J.D., Taxation
Fordham University 1983 — 1987
BA, Political Science
Westminster Research Associates LLC / ConvergEx January 1993 - Present
Lehman Brothers June 1985 - January 1993
Education
Fordham University
Master of Business Administration (MBA), Finance
State University of New York, College at Oneonta
Bachelor of Science (BS), Business Economics
BroadSpan Capital LLC May 2013 - Present
Neovara LLP May 2010 - December 2012
Lehman Brothers July 2002 - May 2010
ING October 2001 - June 2002
Morgan Stanley July 1999 - June 2001
Barclays Capital April 1997 - March 1999
Societe Generale June 1993 - July 1995
Skills
LBO, Private Equity, Leveraged Finance, High Yield, Capital Markets, Mezzanine, Distressed Debt, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Debt Restructuring, Asset Management, Investment Management, Investments, Financial Structuring
Education
The University of Chicago - Booth School of Business 1995 — 1996
MBA
Fundação Getulio Vargas 1992 — 1992
Business Administration, Economics
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1987 — 1992
Lic Oec (BA), Finance, Economics
Federal Housing Finance Agency June 2003 - Present
Andrew Barabasz May 1993 - Present
Lehman Brothers June 1999 - June 2003
Freddie Mac, Bankers Trust, Alex Brown, Deutsche Bank May 1995 - May 1999
Skills
Credit Risk, Financial Risk, Financial Modeling, Derivatives, Market Risk, Risk Management, Financial Analysis, Fixed Income, Valuation, Credit, Portfolio Management, Banking, Finance, Investments, Trading, MBS, Bonds
Education
George Mason University
Bachelors, Mathematics and Computer Science
The George Washington University
Masters of Science in Finance
Presidential Bank January 2013 - June 2015
Moelis & Company January 2011 - December 2012
LAMCO LLC May 2010 - December 2010
Lehman Brothers Holdings Inc. October 2008 - May 2010
Lehman Brothers May 1992 - March 2008
Goldman Sachs & Co. June 1987 - August 1989
Skills
Structured Products, Derivatives, Public Finance, Interest Rate..., Capital Markets, Valuation, Restructuring, Bankruptcy, Risk Management, Financial Advisory, P3, Infrastructure, Project Finance, Renewable Energy, Fixed Income, Investment Banking, Structured Finance, Hedge Funds, Financial Structuring, Private Equity, Credit, Bonds, Finance, Strategy, Securities, Emerging Markets, Securitization, Equities
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance and International Business
The Johns Hopkins University 1981 — 1985
BA, Political Science - International Strategic Studies
Franklin University Switzerland 1981 — 1981
Political Science and Government
BNP Paribas November 2008 - Present
Lehman Brothers April 2007 - November 2008
Fischer Francis Trees and Watts June 2006 - March 2007
Skills
General Ledger, Account Reconciliation, Accounting, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Derivatives, Finance, Fixed Income, Hedge Funds
Education
Fordham University 2002 — 2006
BS, Finance and Economics
Temple University Rome 2005 — 2005
Specialization in International Business
Chiesa Shahinian & Giantomasi PC September 2011 - Present
Superior Court of New Jersey, Passaic Vicinage September 2010 - August 2011
Fordham Law School August 2007 - November 2010
Dickstein Shapiro LLP May 2009 - July 2009
United States District Court, Southern District of New York September 2008 - November 2008
Lehman Brothers June 2008 - August 2008
Alcoa June 2007 - August 2007
The Marketing Audit January 2007 - May 2007
American Express May 2006 - August 2006
Bed Bath & Beyond July 2005 - August 2005
Skills
Legal Research
Education
Fordham University School of Law 2007 — 2010
Juris Doctor
University of Pennsylvania 2003 — 2007
BA, Communications
J.P. Morgan Chase & Co. August 2013 - Present
Barclays Capital 2008 - 2011
Lehman Brothers 2007 - 2008
Education
University of Virginia Darden School of Business
Master of Business Administration (M.B.A.), Finance
Franklin & Marshall College
Bachelor's Degree, Double Major: Business and English Literature
The Park School of Baltimore
High School
LAMCO LLC March 2009 - Present
Barclays Capital November 2008 - March 2009
Barclays Capital December 2006 - November 2008
Lehman Brothers December 2000 - December 2006
Republic National Bank of New York 1994 - 2000
KPMG, LLP July 1989 - May 1994
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Swaps, Middle Office, Financial Modeling, Prime Brokerage, Equities, Securitization, Financial Risk, Valuation, Credit Derivatives, Risk Management, Portfolio Management, Hedge Funds, Alternative Investments, Bloomberg, Equity Derivatives, Structured Products, Account Reconciliation, Emerging Markets, Asset Management, Bonds, Financial Services, Financial Structuring, Trading, Structured Finance, Corporate Finance, Product Control, Options, Private Equity, Credit Risk, Finance, Market Risk, FX Options, Treasury Management, Hedging, Commodity, Financial Markets, Securities, Investment Management, Investments, Trading Systems
Education
Franklin & Marshall College 1985 — 1989
Bachelor of Arts (B.A.), Accounting
Pine Bush Central High School 1981 — 1985
New York State Regents Degree, Math and Business
Crestron Electronics September 2006 - Present
Lehman Brothers February 2004 - September 2006
NYSE Euronext October 2002 - February 2004
Skills
Substantial programming...
Education
Franklin & Marshall College 1980 — 1984
Bachelor of Arts (B.A.), Anthropology
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal November 2012 - November 2014
Alvarez & Marsal September 2011 - November 2012
Lehman Brothers June 2010 - August 2011
Wyatt Matas & Associates January 2009 - May 2009
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Excel, PowerPoint, Bloomberg Terminal, Corporate Finance, Real Estate, Financial Modeling, CoStar, CMBS, CDO, Commercial Real Estate, Microsoft Excel, Due Diligence, Market Analysis, Bloomberg, Valuation, Capital Markets, Private Equity, Investment Banking, Real Estate Economics, Financial Analysis, Emerging Markets, Structured Finance, Investments, Hedge Funds
Education
The George Washington University 2007 — 2010
Bachelor, Finance
Franklin & Marshall College 2006 — 2007
Economics
Dwight-Englewood School 2004 — 2006
High School Diploma, Liberal Arts
Bank of the West October 2012 - Present
US Bank May 2008 - November 2012
Lehman Brothers May 2005 - April 2008
Skills
Direct Sales, Sales Management, Financial Analysis, Entrepreneurship, Marketing Communications, Contract Negotiation, Underwriting, Commercial Banking, New Business Development, Banking, Commercial Lending, Self Starter, Start-ups, Idea Generation, Selling Ideas, Business Modeling, Software Development, Mobile Applications, Selling
Education
San Diego State University-California State University 1998 — 2000
Bachelor of Science (BS), Accounting and Finance
Fresno City College
Associate of Arts (A.A.)
Parametric January 2014 - Present
HomeStreet Bank March 2013 - Present
University of Washington, Michael G. Foster School of Business September 2012 - Present
Nomura International October 2008 - September 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Lehman Brothers July 2006 - September 2006
Skills
Financial Modeling, Bloomberg, Fixed Income, Valuation, Investment Banking, Financial Analysis, Portfolio Management, Quantitative Analytics, Quantitative Finance, Corporate Finance, Investments, Derivatives
Education
University of Washington, Michael G. Foster School of Business 2012 — 2014
MBA, Finance
Fudan University 2005 — 2008
M.S., Financial Engineering
Tsinghua University 2001 — 2005
B.S., Computer Science
No.2 Caoyang High School
Riverbed Technology 2009 - 2012
Mah's Furniture Transport August 2007 - July 2009
Lehman Brothers March 2003 - August 2007
Hamilton Financial Mortage January 2002 - March 2003
Skills
Windows, Microsoft Office, Oracle, CAFM
Education
Gavilan College 1992 — 1993
General Business
Gibraltar Private Bank & Trust October 2011 - Present
Lydian February 2003 - October 2011
Lehman Brothers 1998 - 2001
Skills
Wealth Management, High Net Worth..., Asset Allocation, Private Banking, Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income, Investment Strategies, Hedge Funds, Investments, Mutual Funds, Portfolio Management
Education
Fordham University 1993 — 1997
Juniper Creek Partners, LLC August 2007 - Present
Rutgers University January 2007 - Present
E+Co September 2008 - July 2010
New Jersey Community Capital September 2001 - August 2008
New Jersey Redevelopment Authority May 1997 - September 2001
PNC Financial Services Group June 1994 - May 1997
North Carolina Housing Coalition August 1993 - June 1994
Lehman Brothers October 1992 - July 1993
Lehman Brothers November 1991 - October 1992
PNC Financial Services Group January 1991 - November 1991
Skills
Mergers & Acquisitions, Leadership, Due Diligence, Strategy, Commercial Real Estate, Valuation, Financial Analysis, Fundraising, Real Estate, Risk Management, Banking, Nonprofits, Finance, Investments, Corporate Finance, Portfolio Management, Asset Management, Strategic Planning, Entrepreneurship, Credit, Program Management, Community Development, Start-ups, Affordable Housing, Loans, Financial Services, Management, Training, Venture Capital, Business Planning, Economics, Policy, Economic Development, Capital Markets, Financial Risk, Proposal Writing
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2005
Certificate, Rutgers Business School, Nonprofit Executive Leadership
Leadership New Jersey 1998 — 1999
Fellow
Fordham University 1991 — 1993
MBA, International Business, Finance
University of Delaware - Lerner College of Business and Economics 1985 — 1989
BS, Business Administration, Finance, Marketing, Economics Minor
Outten & Golden LLP May 2014 - Present
Lehman Brothers July 2011 - May 2014
EEOC September 2010 - May 2011
Education
Fordham University School of Law
J.D.
University of Wisconsin-Madison
B.A.
SunGard June 2015 - Present
Barclays Investment Bank 2008 - 2015
Lehman Brothers 2007 - 2008
Bank of Tokyo-Mitsubishi UFJ 2005 - 2007
Barclays Investment Bank 2000 - 2004
Hofstra University 2000 - 2001
Education
Fordham University Graduate School of Arts and Sciences 1996 — 1999
Master's Degree, Computer Science
Pace University - Lubin School of Business 1992 — 1995
Master of Business Administration (M.B.A.), Computer Information Systems
Manhattan College 1987 — 1991
Bachelor's Degree, Information Systems
PwC November 2013 - Present
PwC July 2012 - November 2013
PwC September 2006 - June 2012
PricewaterhouseCoopers June 2005 - August 2005
Lehman Brothers May 2003 - May 2005
HOPE Worldwide June 2002 - July 2002
Skills
CPA, Project Management, Financial Reporting, Business Acquisition, Revenue Recognition, Accounting, Strategic Communications, Individual Pension Plans, Technology, Business Coaching, Professional Mentoring, Inter-personal, Mergers, Acquisition Integration, Financial Statement..., Strategic Planning, Business Valuation, Public Speaking, Auditing, Internal Controls, GAAP, Managerial Finance, Foreign Exchange..., International Relations, International Business, Statutory Compliances, Leadership, Strategy, Sarbanes-Oxley Act, SEC filings, Sarbanes-Oxley, Internal Audit, Big 4, Assurance, SEC Filings
Education
Fordham University 2002 — 2006
Bachelor of Science, Public Accounting, 3.6 Cumulative GPA (Cum Laude)
PriceWaterhouseCoopers LLP December 2013 - Present
Capital One Auto Finance November 2012 - July 2013
Capital One Auto Finance November 2011 - November 2012
Capco August 2011 - November 2011
Citi June 2011 - August 2011
The HAVI Group LP July 2010 - June 2011
BANK OF AMERICA April 2008 - November 2009
LEHMAN BROTHERS March 2005 - January 2008
LEHMAN BROTHERS November 2004 - March 2005
COUNTRYWIDE FINANCIAL CORPORATION September 2002 - November 2004
Skills
Finance, Financial Modeling, Banking, Strategy, Risk Management, Leadership, Sales, Loans, Cross-functional Team..., Analysis, Financial Analysis, Management, Management Consulting, Portfolio Management, Entrepreneurship, Financial Services, Analytics, Customer Service, Credit, Valuation, Executive Management, Mergers & Acquisitions, Business Strategy, Business Development, Start-ups, Program Management, Budgets, Training, Underwriting, Mortgage Lending, Strategic Planning, Process Improvement, Business Process..., Investment Banking, Business Analysis, Forecasting, Process Optimization, Corporate Finance, Sales Management, Investments, Data Analysis, Highly detail oriented, Mortgage Underwriting, Consulting, Due Diligence, Credit Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master, Business Administration; Finance, Accounting
Fordham University 1996 — 2000
Bachelor of Science, Business Major -Concentrations in Management and Marketing, Minor in Fine Arts
McCarter & English, LLP April 2014 - Present
Amster Rothstein & Ebenstein September 2012 - April 2014
Citigroup June 2007 - August 2009
Lehman Brothers May 2006 - August 2006
Skills
Microsoft Office, C++, Microsoft Excel, Matlab, C, Windows, Java, HTML, PowerPoint, Microsoft Word, Customer Service, Computer Hardware, SQL, Linux, Programming, Solidworks, C#, Research, Visio, Intellectual Property, JavaScript, Business Analysis, MS Project, Public Speaking, Software Development, Legal Research, XML, Access, Privacy Law, MySQL, Microsoft SQL Server, Editing, Perl, Data Analysis, Legal Writing, Testing, PHP, Financial Analysis, Patentability, Corporate Law, Agile Methodologies, Social Media, Analysis, Patent Litigation, Project Management, Westlaw, Outlook, Process Improvement, Requirements Analysis, Troubleshooting
Education
Fordham University School of Law 2009 — 2012
Juris Doctor, Law
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor of Science (BS), Computer & Systems Engineering
Saint Peter's Preparatory School 2010 - Present
JDRF International November 2002 - October 2010
Lehman Brothers January 1996 - November 2002
Price Waterhouse August 1994 - January 1996
Prudential Securities September 1992 - August 1994
Citibank 1988 - 1992
Skills
Investor Relations, Public Relations, Media Relations, Strategic Communications, Writing, Strategic Planning, Corporate Communications, Public Speaking, Fundraising, Marketing Strategy
Education
Fordham University
MA, Public Affairs
Fordham University
BA, Journalism
Franklin Square Capital Partners April 2014 - Present
U.S. Department of the Treasury January 2012 - March 2014
T. Rowe Price August 2010 - December 2011
T. Rowe Price June 2009 - September 2009
Lehman Brothers July 2006 - June 2008
Lehman Brothers June 2004 - July 2006
Skills
Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Valuation, Financial Analysis, Mutual Funds, Credit Analysis, Investment Strategies, Credit Risk, Qualitative Research, Quantitative Research, Due Diligence, Investments, Portfolio Management, Economic Research, Fundamental Analysis, Value Investing, Fixed Income Analysis, Investment Management, Capital Markets, Finance, Equities, Relative Value, Balance Sheet Review, Capital Structure, Debt & Equity Financing, Debt Offerings, Diversified..., Fixed Income Strategies
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Franklin & Marshall College 2000 — 2004
BA, Finance, Government
Bridgewater Associates February 2012 - Present
Credit Suisse May 2003 - January 2012
Morgan Stanley May 1996 - May 2003
Lehman Brothers 1986 - 1996
KPMG July 1977 - June 1986
Education
Fordham University 1973 — 1977
Bachelor of Science, Accounting & Information Systems
Clearwater Capital Partners 2012 - August 2015
Mercury Capital Advisors 2009 - 2012
Merrill Lynch 2004 - 2009
JPMorgan Chase & Co. 1999 - 2002
Peregrine Securities 1996 - 1998
Lehman Brothers 1987 - 1996
Salomon Brothers 1982 - 1987
Skills
Alternative Investments..., Credit, Capital Markets, Investor Relations, New Business Development, Private Equity, Real Estate
Education
Fordham University
BA, Communications
Aeterna Capital Partners 2013 - Present
StormHarbour Partners 2010 - 2013
Evolution Markets 2007 - 2010
Lazard 2003 - 2007
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Lehman Brothers 1995 - 1997
Skills
Private Equity, Special Situations, Banking, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Structuring, Private Placements, Venture Capital, Valuation, Alternative Investments, Capital, Financial Advisory, Emerging Markets, Structured Finance, Finance, Mezzanine
Education
Georgetown University 1984 — 1988
BSBA, Finance
Fordham University School of Law 1989 — 1992
JD
Morgan Stanley October 2012 - January 2015
Bank of America December 2010 - September 2012
Merrill Lynch July 2000 - December 2010
Lehman Brothers January 1993 - July 2000
Skills
Credit, Fixed Income, Banking, Operations Management, Securitization, Financial Risk, Capital Markets, Finance, Derivatives, Loans, Credit Risk, Structured Finance, Trading, Financial Services, Operational Risk, Cash Management, Equities, Investments, Securities, Financial Markets, Investment Banking, Mortgage Lending, Due Diligence, Financial Structuring
Education
Fordham University
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
First Niagara Bank September 2013 - Present
J.E.N. Advisory Inc. September 2008 - September 2013
Lehman Brothers April 2007 - September 2008
Wachovia Securities Financial Network June 2005 - April 2007
JPMorgan Chase & Co. August 2001 - June 2005
CIBC World Markets May 1998 - August 2001
PricewaterhouseCoopers September 1995 - May 1998
Skills
Banking, Finance, Financial Analysis, Risk Management, Capital Markets
Education
Fordham University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Baker & Hostetler LLP September 2010 - Present
Lehman Brothers June 2008 - August 2008
Harvard Business School December 2005 - March 2007
Education
Fordham University School of Law 2007 — 2010
Doctor of Law (J.D.)
The London School of Economics and Political Science (LSE) 2004 — 2005
Master of Science (MSc), Social Policy
University of Oxford 2002 — 2002
Lord Rothermere Scholar
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
KPMG October 2014 - Present
KPMG Advisory June 2010 - September 2014
Goldman Sachs August 2013 - October 2013
KPMG Advisory December 2008 - June 2010
Dresdner Kleinwort December 2007 - November 2008
PricewaterhouseCoopers January 2005 - November 2007
Lehman Brothers 2006 - 2006
Deutsche Bank May 2004 - December 2004
Merrill Lynch July 2003 - August 2003
Skills
Fixed Income, Stress Testing, Equities, VAR, Scenario Analysis, Backtesting, Market Risk, Derivatives, Capital Markets, Valuation, Financial Modeling, Hedge Funds, Bloomberg, Financial Risk, Risk Management
Education
Pace University 2003 — 2005
MBA, Financial Management, Investment Management
Gdańsk University of Technology 1998 — 2001
Engineer’s MSc, Management & Economics, Engineering Concentration: Organization and Design of Production Systems
II LO w Gdansku
II LO w Gdansku
United States District Court, E.D. Pa. Magistrate Judge Timothy Rice August 2014 - April 2015
Philadelphia District Attorney's Office May 2014 - August 2014
Attorney General's Office September 2013 - April 2014
U.S. Attorneys Office for the Eastern District of Pennsylvania May 2013 - August 2013
InterVarsity Christian Fellowship/USA 2011 - 2012
Travelers June 2010 - August 2010
United States Attorneys Office for the District of Columbia June 2009 - August 2009
Lehman Brothers May 2008 - August 2008
Education
Temple University Beasley School of Law 2012 — 2015
Juris Doctor (J.D.)
Franklin & Marshall College 2007 — 2011
Bachelor's Degree
Université de Nantes / University of Nantes 2009 — 2010
Long Island City High School
UC Irvine March 2012 - Present
Nomura October 2008 - April 2012
Lehman Brothers July 2000 - October 2008
Operational Risk Inc. 1999 - 2000
Citigroup 1999 - 2000
Bankers Trust 1996 - 1999
Societe Generale 1993 - 1996
JYACC Inc. 1989 - 1992
Prime Computers Inc. September 1989 - July 1991
Skills
IT Management, J2EE Architecture, SOA, Spring, FX, Ant, opentaps, Kuali FS, OFBiz, FX Options, JUnit, Maven, Java Enterprise Edition, Bonds, Accounting System, Project Management, Sybase, Fixed Income Technology, Risk Management, Software Development, Credit Derivatives, Java, Databases, Interest Rate..., Trading, Oracle, Market Data, Options, JMS, Integration, Linux, JDBC, Commodity, Opentaps, Spring Framework
Education
State University of New York at Albany 1987 — 1989
MBA, MIS
Fu Jen Catholic University 1982 — 1986
BBA, MIS
BMO Capital Markets October 2011 - Present
FBR Capital Markets July 2008 - October 2011
Bear Stearns February 2003 - June 2008
Lehman Brothers 2000 - 2003
Bankers Trust 1987 - 2001
Deutsche Bank 1999 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Business
Black River Asset Management June 2014 - Present
Nomura Securities June 2009 - December 2013
SAC Capital June 2007 - December 2008
Lehman Brothers January 2006 - May 2007
Santander Investment October 2000 - January 2006
Banco Bozano, Simonsen July 1997 - August 2000
Skills
Equities, Derivatives, Investment Banking, Proprietary Trading, Portfolio Management, Hedge Funds, Trading, Equity Trading, Capital Markets, Market Risk, Financial Markets, Fixed Income, Options, Bloomberg, FX Options, Swaps, Interest Rate..., Valuation, Corporate Finance, Financial Modeling, Credit Risk, Credit, Emerging Markets, Equity Derivatives, Credit Derivatives, Risk Management, Electronic Trading, Bonds, Structured Products, Private Equity, Investments, Asset Managment, Structured Finance, Prime Brokerage
Education
CFA Institute
Chartered Financial Analyst
Fundação Getulio Vargas 1996 — 1997
Master in Business Administration (a.b.d)
Universidade Federal do Espírito Santo 1988 — 1992
Bachelor of Science (B.S.), Mechanical Engineering
Hanesbrands Inc. April 2013 - Present
Cbeyond June 2012 - March 2013
LKN Asset April 2011 - June 2012
Signal Hill Capital Group August 2009 - April 2011
Merrill Lynch July 2005 - April 2009
Chilton Investment Company April 2004 - July 2005
Citi August 1998 - July 2003
Bear Stearns January 1998 - August 1998
Deutsche Bank January 1997 - January 1998
Lehman Brothers February 1996 - January 1997
Skills
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Competitive Analysis, Capital Markets, Idea Marketing, Business Valuation, Equity Valuation, Due Diligence, Investor Relations, Microsoft Excel, PowerPoint, FACTSET, Bloomberg, Capital IQ, Equity Research, High Yield Research, Free Cash Flow, ROIC, WACC, NPV, Budget, Long Range Planning, Capital Structure, Benchmarking, M&A experience, Capital Deployment..., Financial Statements, Industry Trend Analysis
Education
Fordham University 1989 — 1993
BS
JP Morgan Chase November 2010 - September 2014
Citigroup December 2006 - November 2010
Citigroup December 2000 - November 2006
Salomon Smith Barney May 1994 - November 2000
Deutsche Bank June 1993 - May 1994
Lehman Brothers 1986 - 1993
Reserve Management Corp 1985 - 1986
AIG 1983 - 1985
Skills
Back Office, Trading Systems, Market Data, Fixed Income, Equities, Capital Markets, Electronic Trading, Derivatives, Investment Banking, Prime Brokerage, Reference Data, SDLC, Risk Management, Equity Derivatives, Financial Services, Business Analysis, Operational Risk..., Banking, Trading, Securities, Operational Risk, Vendor Management, Cash Management, Hedge Funds, Financial Risk, Portfolio Management, Financial Markets, FX Options, Options, AML, Equity Trading, Asset Management, SWIFT payments, Settlement, Market Risk, Funding
Education
Franklin & Marshall College 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Business/Management
Rutherford High School 1975 — 1979
High School Diploma
JetBlue Airways December 2002 - Present
AWAM 2000 - Present
Bridgewater Associates April 2011 - February 2012
OnCourse LLC August 2006 - April 2011
Hi-Tec 2010 - 2011
Vaughn College of Aeronautics and Technology January 2009 - March 2010
ACA 2002 - 2002
United Airlines May 2001 - October 2001
Grupo Financiero ING y AFP CAPITAL December 1994 - May 1995
Lehman Brothers September 1992 - December 1994
Skills
Aviation, Airlines, Coaching, Aircraft Maintenance, Raw Food Nutrition, Financial Services IT, Aircraft, Airline Management, Airports, Analysis, Career Counseling, Change Management, Civil Aviation, Commercial Aviation, Financial Services, Flight Safety, Flights, Leadership, Maintenance, Management, Process Improvement, Safety Management..., Strategic Planning, Strategy, Teaching, Training
Education
The University of Connecticut School of Business 1980 — 1986
MBA, Finance
The University of Connecticut 1980 — 1984
BA, English
Frederick Community College
AA, Aviation Maintenance Technology
Kelley Drye & Warren LLP August 2014 - Present
PepsiCo June 2014 - August 2014
United States Attorney's Office June 2013 - August 2013
Honorable Paul J. Baisley, Jr. June 2012 - August 2012
Hanover Research May 2010 - May 2011
Lehman Brothers May 2008 - July 2008
Skills
Analysis, Research, Legal Research, Legal Writing
Education
Fordham University School of Law 2011 — 2014
Doctor of Law (J.D.), Law
Washington and Lee University 2005 — 2009
Bachelor of Arts (B.A.), English
Knowledgent October 2014 - Present
Barclays Wealth and Investment Management January 2009 - October 2014
Lehman Brothers May 2006 - December 2008
Thomson Financial May 2003 - April 2006
Bond Technologies 1998 - 2001
Skills
ETL, Informatica, Informatica Big Data..., Hive, Hadoop, Hue, Ambari, Databases, SQL, Microsoft SQL Server, Charles River IMS, XML, XSLT, Unix, SDLC, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Integration, HTML, JavaScript, Business Intelligence, Equities, Fixed Income, DB2, Oracle, Web Services, JSP
Education
Fordham University 1992 — 1996
Bachelor of Arts (BA), Communications
Guaranteed Returns April 2003 - Present
Client Instant Access, LLC 2001 - June 2003
Lehman Brothers 1993 - February 2001
Skills
Sales Management, Marketing, Sales, Account Management, Leadership, Negotiation, Pharmaceutical Industry, Microsoft Office, Pharmaceutical Sales, Strategic Planning, Management, Direct Sales, New Business Development, Sales Presentations, Contract Negotiation, Inventory Management, Product Launch, Cross-functional Team..., Key Account Management, Forecasting, Product Marketing, Sales Process, Business Planning, Sales Force Development, Trade Shows, Sales Operations, Marketing Strategy, Team Building, Team Leadership
Education
Fordham University 1989 — 1993
Bachelor's Degree, Business Administration and Management, General
The NPD Group July 2015 - Present
The NPD Group July 2014 - June 2015
Samsung Electronics May 2012 - July 2014
Creative Channel Services August 2010 - May 2012
Lehman Brothers January 2007 - September 2008
Skills
Analysis, Consumer Insight, Market Research, Creative Solutions, Marketing Strategy, Marketing, Big Data, Software Project..., Sales, Microsoft Excel, Creative Problem Solving, Applied Anthropology, Business Insights, Business Intelligence, Analytics, Segmentation, Customer Insight
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA), Marketing and Market Research
Fordham University 2003 — 2007
BS, Finance, Economics, & Accounting
STAR Solutions- Strategic Talent Acquisition & Retention December 2012 - Present
STAR Solutions RPO / LINIUM May 2010 - Present
J. St. James April 2009 - September 2012
Update Legal May 2009 - May 2010
Lehman Brothers May 2007 - August 2007
Skills
Headhunting, financial recruiting, Career Development, Wall Street, New Business Development, Permanent Placement, Client Services, Client Relationship..., Resume Writing, Research, Full-cycle Recruiting, Direct Sales, Executive Search, Marketing Strategy, Financial Recruiting, Financial Services, Recruiting, Social Media, Non-profits, Real Estate, Jessica Lauren, Talent Acquisition, SDLC, Nonprofits, Interviews, Applicant Tracking..., Leadership, Start-ups, CRM, Contract Recruitment, Talent Management, Technical Recruiting, Temporary Placement, Temporary Staffing, Sourcing, Staffing Services, Networking, Consulting, Internet Recruiting, Screening Resumes, College Recruiting, Onboarding, Hiring, Benefits Negotiation, Management Consulting, Building Relationships, Finance, Executive Management, Management, Due Diligence
Education
Franklin & Marshall College
HERE, a Nokia business 2010 - Present
Mesirow Financial 2010 - 2010
Lehman Brothers 2009 - 2010
Northern Trust 2009 - 2009
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Accounting
University of Iowa
Spanish and International Studies
General Assembly
MSCI Inc. September 2008 - Present
Lehman Brothers 2006 - 2008
Holt Learning 2002 - 2006
Merrill Lynch 1998 - 2002
Colgate Palmolive 1994 - 1998
MasterCard 1990 - 1994
JPMorgan Chase 1983 - 1990
Skills
Talent Acquisition, Recruiting, Performance Management, Employee Engagement, New Hire Orientations, Change Management, Succession Planning, Talent Management, Learning & Development..., Training, Leadership Development, Management Development, Onboarding, Organizational Design
Education
Fordham University 1997 — 2007
PhD, Financial & Monetary Economics
Pace University - Lubin School of Business 1986 — 1991
Master of Business Administration (MBA), Accounting
Fordham University 1979 — 1983
Bachelor's degree, Economics
Newedge USA LLC August 1991 - January 2015
Lehman Brothers January 1985 - August 1991
ACLI 1975 - 1985
Skills
Fixed Income, Prime Brokerage, Electronic Trading, Options, Alternative Investments, Bloomberg, Commodity, Capital Markets, Derivatives, Equities, Equity Derivatives, Equity Trading, FINRA, FX Options, Financial Markets, Hedge Funds, Proprietary Trading, Securities, Securities Lending, Series 7, Trading, Trading Systems
Education
Fordham University 1973 — 1977
BA, Psychology
IBM November 2012 - Present
Barclays Capital September 2008 - March 2014
Lehman Brothers August 2006 - September 2008
City of New York-DoITT August 2005 - August 2006
IBM Global Services March 2005 - August 2005
AXA Tech 2001 - 2005
IBM Global Services 2000 - 2001
Nortel Networks 1999 - 2000
IBM Global Services 1997 - 1999
Skills
Java, WebSphere MQ, Solaris, AIX, DB2, Websphere, z/OS, JMS, Integration, Enterprise Architecture, Databases, IBM Mainframe, JavaScript, Linux, Mainframe, Middleware, Performance Tuning, Perl, WebSphere Application..., Database Design, SOA, Sybase, WebSphere
Education
Fordham University 2010 — 2011
Masters in Science, Computer/Information Sciences
Saint John's University 1993 — 1997
Bachelors in Science, Computer Science
Platinum Equity January 2013 - Present
Alvarez & Marsal January 2009 - December 2012
Lehman Brothers January 2007 - December 2008
Deloitte January 2003 - December 2006
Farber Financial Group May 2001 - December 2002
Skills
Restructuring, Financial Modeling, Cash Management, Cash Flow, Financial Analysis, Negotiation, Management Consulting, Interim Management, Reorganization, Credit, Due Diligence, Corporate Finance, Analysis
Education
Fordham University 2005 — 2008
MBA, Finance
York University 1997 — 2001
Bachelor Degree, Accounting
Federal Reserve Board August 2011 - Present
American University August 2013 - Present
Johns Hopkins University Zanvyl Krieger School of Arts and Sciences January 2013 - Present
Univeristy of California, San Diego September 2006 - June 2011
Bureau of Economic Analysis July 2003 - September 2006
Lehman Brothers July 2000 - June 2003
Skills
Econometrics, Economics, Banking, Financial Economics, Analysis, Research, Corporate Finance, Financial Markets, Mergers & Acquisitions, Risk Management, Financial Modeling, Stata, Quantitative Analytics, Valuation, Macroeconomics, Data Analysis
Education
University of California, San Diego 2006 — 2011
PhD, Economics
Fordham University 1996 — 2000
BS, Bus. Admin--Finance & Economics
Pacifica High School 1992 — 1996
Lloyds Banking Group December 2012 - Present
RBS Markets & International Banking September 2010 - December 2012
Pershing June 2010 - August 2010
MasterCard November 2009 - April 2010
Dresdner Kleinwort August 2007 - November 2009
Lehman Brothers March 2006 - August 2007
Thacher Associates November 2000 - March 2006
Skills
AML, Investment Banking, Risk Management, KYC, Financial Risk, Due Diligence, USA PATRIOT Act, Bank Secrecy Act, OFAC, Operational Risk, Banking, Securities, Operational Risk..., Risk Assessment, Anti Money Laundering, Fraud, FINRA, Financial Regulation, Financial Services, Financial Institutions
Education
Fordham University 1994 — 1999
Bachelor of Arts (B.A.), Sociology
Goldman Sachs July 2012 - Present
Lehman Brothers Holdings Inc. September 2008 - June 2012
Lehman Brothers December 2006 - September 2008
State Street November 2005 - November 2006
Skills
Fixed Income, Derivatives, Trading, Risk Management, Data Analysis, ISDA, Portfolio Management, Financial Risk, Financial Services, Documentation, Reconciliation, Project Management, Operations, Risk Mitigation, Operational Risk, Collateral
Education
Franklin & Marshall College 2000 — 2004
BA, Government
Hanover Park High School 1996 — 2000
High School
Rawson September 2013 - Present
Booz Allen Hamilton June 2011 - March 2013
EarthShot Foundation January 2010 - May 2011
Distributed Sun LLC September 2009 - May 2011
Lehman Brothers June 2007 - November 2008
Merrill Lynch January 2007 - May 2007
A.G. Edwards & Sons, Inc. January 2007 - May 2007
DKNY September 2005 - December 2005
Women For Hire January 2004 - May 2004
Skills
Investments, Financial Modeling, Forecasting, Corporate Finance, Investment Banking, Project Finance, Finance, Portfolio Management, Asset Management, Strategy, Analysis, Management, Process Improvement, Financial Analysis, Business Analysis, Project Management, Budgets, Microsoft Excel, Strategic Planning
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.)
Marsh & McLennan Companies, Inc. August 2014 - Present
Barclays Capital April 2010 - August 2014
MetLife October 2008 - April 2010
Lehman Brothers April 2007 - September 2008
Merrill Lynch April 2006 - March 2007
MetLife December 1999 - May 2006
PriceWaterhouseCoopers, LLC August 1995 - November 1999
Skills
Budgets, Business Development, Career Development, Enterprise Software, Executive Management, Fixed Income, Forecasting, Leadership, Operational Risk, PMO, PMP, Portfolio Management, Process Improvement, Program Management, Project Management, Project Portfolio..., Risk Management, Strategic Planning, Team Building, Vendor Management, Business Analysis, IT Strategy, Prime Brokerage, Finance, Investments
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
MBA
University of Virginia 1990 — 1993
MA
Franklin & Marshall College 1985 — 1989
1989
IHS October 2011 - Present
Edgeview Partners June 2006 - October 2011
Lehman Brothers May 2005 - August 2005
KeyBanc Capital Markets/Wallach Company February 2003 - July 2004
Fleet Securities, Inc. October 2000 - February 2003
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Corporate Finance
Franklin and Marshall College 1996 — 2000
BA, Business Administration
Colorado Academy 1992 — 1996
Freelance / Graphic Design Services December 2001 - Present
DIRECTV October 2008 - October 2010
Lehman Brothers November 2007 - September 2008
Lehman Brothers December 2005 - November 2007
Lehman Brothers December 2000 - December 2005
KnowEx Solutions 1999 - 2001
Skills
InDesign, Graphic Design, Illustrator, Photoshop, Creative Direction, Marketing, Graphics, Leadership, Management, Pre-press, Mac, Adobe Acrobat, Branding & Identity, Typography, Adobe Creative Suite, Art Direction, User Experience, User Interface Design, Concept Development, Strategy, Marketing Communications, Advertising, Layout, Digital Media
Education
Fordham University 1996 — 2000
BFA
Fuller Theological Seminary September 2014 - Present
Migum Gweon LMFT March 2014 - Present
Asian Pacific Counseling & Treatment Centers June 2012 - September 2014
Asian Pacific Counseling & Treatment Centers June 2010 - June 2012
Foothill Family Service May 2009 - June 2010
Lehman Brothers February 2006 - December 2007
Banc of America Securities August 2004 - February 2006
Banc of America Securities January 2003 - August 2004
Wachovia, A Wells Fargo Company December 2001 - August 2002
First Union Securities December 1998 - November 2001
Skills
Family Therapy, Psychology, Psychotherapy, Adolescents, Crisis Intervention, Group Therapy, Self-esteem, Mental Health Counseling, Play Therapy, Counseling Psychology, Life Transitions, Therapists
Education
Fuller Theological Seminary 2008 — 2010
MS
Oberlin College 1991 — 1995
BM
Rothschild January 2014 - Present
ING U.S. Investment Management August 2011 - January 2014
BlackRock January 2007 - August 2011
Lehman Brothers August 2004 - August 2006
Health Management Systems June 2000 - August 2004
Education
Fordham University 1996 — 2000
FIC Capital, Inc. July 2011 - Present
Archdiocese of New York October 2008 - July 2011
Lehman Brothers July 2007 - October 2008
Lehman Brothers May 2006 - August 2006
Education
Fordham University 2003 — 2007
Bachelor of Science (BS), Finance, Economics
ART Advisors February 2008 - Present
Morgan Stanley July 2006 - February 2008
Lehman Brothers March 2004 - July 2006
Education
Harvard University 1998 — 2003
Ph.D., Chemical Physics
New York University 1996 — 1998
M.S., Chemistry
Fudan University 1993 — 1996
B.S., Physics
EFZ
Barclays Capital 2008 - Present
Lehman Brothers April 2007 - Present
Lehman Brothers April 2005 - April 2007
Lehman Brothers February 2002 - April 2005
Education
Fordham University 2001 — 2005
PNC October 2009 - Present
Freddie Mac March 2007 - October 2009
Lehman Brothers July 2003 - March 2007
TD Securities December 1999 - March 2002
Credit Agricole Indosuez August 1997 - December 1999
ING July 1994 - August 1997
Deloitte & Touche March 1993 - July 1994
KPMG Peat Marwick March 1990 - March 1993
Skills
Financial Analysis, Financial Modeling, Trading, Strategic Planning, Due Diligence, Auditing, Capital Markets, Internal Controls, Credit, Sarbanes-Oxley Act, Risk Management, Finance
Education
Manhattan College 1991 — 1993
MBA, Finance
Iona College 1987 — 1991
B.S., Accounting
Fordham University
Post Graduate Emerging Markets
Barclays Capital (Integreon) February 2009 - Present
Barclays Capital September 2008 - February 2009
Lehman Brothers September 1997 - September 2008
Saint John's University January 2003 - December 2004
A.T. Kearney May 1996 - September 1997
Skills
Training, Project Management, Research, Leadership, Strategic Planning, Business Analysis, Bloomberg, Management, Vendor Management, Data Analysis, Analysis, Risk Management, Strategy
Education
Queens College 1994 — 1996
M.L.S, Library Science
Fordham University 1990 — 1994
B.A., History/Theology
AMA
Saint John's University
Nomura Securities September 2009 - Present
Barclays Capital March 2003 - August 2009
Lehman Brothers March 2003 - September 2008
Skills
Derivatives, Capital Markets
Education
Fordham University 1998 — 2002
Goldman Sachs November 2010 - February 2013
Consultant September 2009 - November 2010
Lehman Brothers January 2005 - September 2008
Skills
Wellness, Team Building, Coaching, Community Outreach, Fundraising, Interpersonal..., Leadership Development, Microsoft Excel, Nonprofits, PowerPoint, Program Development, Project Management, Public Speaking, Training
Education
Fordham University 2008 — 2012
Professional Diploma School Psychology
Fordham University 2007 — 2011
Master's degree, Educational Psychology
Queens College 1997 — 2001
Bachelor's degree, Psychology
Goldman Sachs February 2014 - Present
Fried, Frank, Harris, Shriver & Jacobson LLP January 2010 - February 2014
Goldman Sachs October 2006 - November 2008
Lehman Brothers September 2003 - September 2006
Ernst & Young July 2002 - September 2003
Arthur Andersen June 2000 - July 2002
Education
Fordham University School of Law 2005 — 2009
Doctor of Law (J.D.)
Penn State University 1994 — 1998
Bachelor of Science (B.S.), Economics
WCCC, LLC February 2015 - Present
Kirkland & Ellis LLP October 2012 - September 2014
University of Chicago Law School June 2010 - June 2012
Kirkland & Ellis LLP June 2011 - August 2011
Lehman Brothers July 2008 - October 2008
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance
University of Chicago Law School 2009 — 2012
Doctor of Law (JD)
University of Wisconsin-Madison 2004 — 2008
B.S., Electricla Engineering
Saint Ignatius College Prep 2000 — 2004
Francis W. Parker School 1990 — 2000
Shellpoint Partners August 2011 - Present
Morgan Stanley June 2008 - August 2011
Citadel Investment Group August 2006 - October 2007
Lehman Brothers August 2000 - July 2006
Duke University 1993 - 1998
Education
Fudan University
First Key Lending August 2013 - Present
Gateway Asset Management October 2009 - August 2013
Lehman Brothers August 1996 - January 2008
USGI 1994 - 1996
Heller Financial 1991 - 1994
First American Bank of New York 1985 - 1991
Skills
Portfolio Management, Loans, Finance, Asset Management, Mergers & Acquisitions, Strategy, Commercial Real Estate, Underwriting, Mortgage Lending, Commercial Mortgages, Management, Negotiation, Property Management, New Business Development, Restructuring
Education
Franklin & Marshall College 1981 — 1985
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
Neuberger Berman May 2009 - Present
Lehman Brothers 2007 - 2009
Education
Fordham University 2002 — 2006
BA, Journalism
Marsh & McLennan Companies, Inc. September 2010 - Present
Marsh & McLennan Companies, Inc. April 2009 - September 2010
Lehman Brothers September 2005 - April 2009
Colgate Palmolive 2005 - 2005
Lucent Technologies 1999 - 2004
Stroock & Stroock & Lavan LLP 1993 - 1999
Skills
Vendor Management, Risk Management, Asset Managment, Due Diligence, Financial Analysis, Contract Negotiation, Finance, Portfolio Management, Outsourcing, Real Estate, Real Estate Transactions, Disaster Recovery, Leadership, Shared Services, Business Resilience, Procurement, Corporate Services, Corporate Real Estate, Facilities Management, Project Management, Sustainability
Education
Fordham University School of Law 1990 — 1993
J.D., Law
University of Virginia 1982 — 1986
B.S. Arch., Architecture
JJ Bergen & Associates May 2014 - Present
Heidrick & Struggles April 2008 - May 2014
New Millennium Group, Inc. January 2002 - April 2008
Credit Suisse First Boston April 1999 - August 2001
ING Bank February 1998 - April 1999
Peregrine Investments Holdings, Ltd (Hong Kong) February 1994 - February 1998
Peregrine Investments Holding 1994 - 1998
Lehman Brothers 1991 - 1994
Prudential Financial 1988 - 1990
Bankers Trust Company 1982 - 1988
Education
Fordham University
Barclays Capital September 2008 - Present
Lehman Brothers March 2006 - September 2008
MPRI June 2003 - January 2006
Fire Dept. New York August 1979 - April 2003
Education
John Jay College 1996 — 1998
MPM, Emergency Management
Fordham University 1974 — 1978
BS, Business Administration
Wipro Technologies Inc. November 2010 - Present
Lehman Brothers 1997 - 2008
Education
Fordham University
Covington Group, Inc. September 2013 - Present
Gleacher & Company July 2009 - April 2013
Bank of America June 2006 - January 2009
HSBC May 2004 - June 2006
Lehman Brothers August 1991 - May 2004
Skills
Investments, Fixed Income, Capital Markets, Credit, Bonds, Hedge Funds, Equities, Investment Banking, Financial Modeling, Securities, Derivatives, Structured Finance, Bloomberg, Structured Products, Valuation, Trading, Alternative Investments, Asset Management, Portfolio Management, Corporate Finance, Management, Private Equity, Series 7, Preferred Stock, Hybrid Preferreds, Contingent Capital...
Education
University of Chicago
MBA, Finance
Fordham University
BS
Deutsche Asset & Wealth Management September 2010 - Present
Securities Industry and Financial Markets Association June 2009 - February 2010
Lord Abbett January 2003 - June 2009
Lehman Brothers 1998 - 2002
River Communications 1996 - 1998
Skills
Marketing Communications, Corporate Communications, Strategic Communications, Advertising, Integrated Marketing, Marketing, Social Media, Strategy, Media Relations, Public Relations, Crisis Communications, Management, Marketing Strategy, Internal Communications, Financial Services
Education
Fordham University 1996 — 1998
Masters of Arts, Marketing Communications
Marist College 1992 — 1996
BA, Communications
John F. Kennedy High School 1988 — 1992
n/a, n/a
JPMorgan Chase March 2002 - Present
Lehman Brothers February 1999 - March 2002
Federal Reserve Bank of New York July 1987 - February 1999
Skills
Liquidity Management, Cash Management, Investments, Treasury Management, Liquidity, Portfolio Management, Hedge Funds, Funding, Asset Management, Investment Banking, Fixed Income, Financial Services, Equities, Derivatives, Capital Markets, Prime Brokerage, Risk Management, Securities, Treasury, Banking, Mutual Funds, Private Equity, Structured Finance
Education
Pace University - Lubin School of Business 1993 — 1997
MBA, Finance
Fordham University 1983 — 1987
BS, Finance
Elevation Partners March 2006 - Present
Lehman Brothers 2004 - 2006
CIBC World Markets 1999 - 2002
Skills
Event Planning, Office Management, Social Media, Digital Media, Private Equity, QuickBooks, Heavy Calendaring, Travel Planning, Creative Writing, Travel Arrangements
Education
Fordham University 2002 — 2006
BA, Marketing & Communication and Media
HomeStreet Bank November 2014 - Present
Nationstar Mortgage Wholesale Lending January 2013 - August 2013
Schools First Federal Credit Union May 2012 - October 2012
Edge Mortgage Advisory Company August 2010 - May 2011
Viking Equities Realty January 2009 - August 2010
Lehman Brothers September 2004 - March 2007
Lehman Brothers Bank August 2004 - March 2007
Olympus Mortgage September 2002 - August 2004
Washington Mutual Bank May 1998 - August 2002
Washington Mutual Bank 1998 - 2002
Skills
Structured Finance, Loans, Mortgage Lending, Risk Management, Real Estate, Investment Properties, Credit, Loan Origination, Loan Servicing, Portfolio Management, Underwriting, Due Diligence, Financial Risk, Credit Analysis, Mortgage Banking
Education
Fullerton College
Business Management
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2013 - Present
U.S. Bankruptcy Court Southern District of New York August 2012 - August 2013
Barclays Wealth September 2008 - June 2009
Lehman Brothers August 2007 - September 2008
Education
Fordham University School of Law 2009 — 2012
JD
Harvard University 2003 — 2007
AB
Goldman Sachs July 2009 - Present
Barclays Capital 2008 - July 2009
Lehman Brothers August 2006 - September 2008
PricewaterhouseCoopers August 2004 - August 2006
Education
Fordham University 2000 — 2004
Bachelor of Science in Public Accounting, Accounting, Spainish
NYU Stern School of Business May 2011 - Present
USI Insurance Services September 2009 - Present
Lehman Brothers Bank February 2009 - August 2009
Lehman Brothers 2005 - February 2009
Deutsche Bank 1994 - 2005
KPMG Peat Marwick 1987 - 1994
Skills
Accounting, Corporate Finance, Budgeting & Forecasting, Financial Planning &..., Change Management, Strong Communicator, Management Skills, SEC Reporting, Financial Statement..., Problem Solving, College Teaching, Acquisition &..., Consulting, Asset Management &..., Insurance Brokerage, Internal Controls, Forecasting, Process Improvement, SEC filings, Budgets, Managerial Finance, Financial Analysis, GAAP, Leadership, Finance, Asset Managment, Business Process, Auditing, Essbase, Financial Reporting, Acquisition Integration, Enterprise Risk..., Due Diligence, Financial Modeling, Financial Statements, CPA, Mergers & Acquisitions, Valuation, Banking, Risk Management, Management, Strategic Financial..., Sarbanes-Oxley Act
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Concentration: Leadership & Change Management
Fordham University 1984 — 1987
BA, Accounting
University of Oxford 1986 — 1986
Summer - Wadham College
PwC June 2015 - Present
Risk Management Association NY Chapter August 2009 - Present
Capital Markets Credit Analysts Society, CMCAS 1995 - Present
KCG Americas LLC 2009 - 2014
UBS Investment Bank 2004 - 2009
J.P. Morgan (Bank One) 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1999 - 2000
Deutsche Bank (Bankers Trust) 1992 - 1999
J.P. Morgan (First National Bank of Chicago) 1985 - 1992
Skills
Series 7, Counterparty Risk, Credit Risk, Market Risk, Liquidity Risk, Stress Testing, Regulatory Risk, Hedge Funds, Prime Brokerage, Derivatives, Capital Markets, Enterprise Risk..., Credit Analysis, Futures, Fixed Income, FX, Repos, Securities Lending, Credit Derivatives, Financial Institutions, Equity Derivatives, Due Diligence, Financial Markets, Options, CDS, Financial Risk, FX Options, Structured Products, Securitization, Credit, Equities, Operational Risk, Structured Finance, Investment Banking, Loans, Trading, Bonds, Risk Management, Operational Risk..., Emerging Markets, Securities, Finance, Banking, ISDA negotiations, Alternative Investments, Swaps, Electronic Trading, Trading Systems, Hedging, Bloomberg
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Georgetown University
B. Sc., Finance (Minor: Economics)
Worcester Academy
Francis W. Parker School
Anshe Emet
Bank of Tokyo Mitsubishi UFJ August 2011 - Present
Barclays Capital April 2011 - August 2011
BNP Paribas December 2010 - April 2011
Lehman Brothers January 2004 - January 2008
Deutsche Bank January 1998 - January 2004
Bear Stearns January 1997 - January 1998
Skills
FX Options, Trading, Banking, Foreign Exchange, Options, Payments, Prime Brokerage, Settlement, Electronic Trading, Money Market, SWIFT payments, Fixed Income, Back Office, Credit Derivatives, Derivatives, Bloomberg, Operational Risk, OFAC, Operational Risk..., Swaps, Sanction, Treasury, Financial Transactions, Currency, Account Reconciliation, Investment Banking, Securities
Education
Fordham University 1990 — 1995
BS, Political Science
ICAP May 2014 - Present
Newedge January 2012 - March 2014
Barclays Capital September 2008 - October 2011
Lehman Brothers May 2007 - July 2007
Skills
Bloomberg, Investment Banking, Fixed Income, Capital Markets, Derivatives, Financial Modeling, Hedge Funds, Bloomberg Terminal, Finance
Education
Fordham University 2003 — 2008
B.S., Finance
Cristobal Colon
Axiom 2013 - Present
Attalus Capital 2012 - 2013
Capstone Investment Advisors 2010 - 2012
Capstone Investment Advisors 2008 - 2010
JP Morgan 2007 - 2008
Lehman Brothers 2002 - 2007
Schulte Roth & Zabel LLP 1999 - 2002
Skills
Structured Finance, Hedge Funds, Derivatives, Equity Derivatives, Investment Management, Alternative Investments, Private Equity, Capital Markets, Securities Regulation, Financial Structuring, Securities, Private Placements
Education
Fordham University School of Law 1994 — 1997
JD, Law
The London School of Economics and Political Science (LSE) 1993 — 1994
MSc, International Relations
University of California, Berkeley 1989 — 1993
AB, English
Wells Fargo Bank May 2010 - Present
Lehman Brothers 1997 - 2008
Skills
CMBS
Education
Fordham University School of Law 2000 — 2004
J.D.
Lehman Brothers September 1968 - May 2008
Lehman Brothers September 1968 - 2008
Skills
Hedge Funds, Capital Markets, Equities, Investment Banking, Mergers & Acquisitions, Private Equity, Investments, Financial Analysis, Corporate Finance, Fixed Income, Derivatives, Valuation, Financial Modeling
Education
Fordham University 1997 — 2012
Elmhurst Hospital Health Sciences Library February 2008 - August 2015
New York Public Library 2005 - 2008
Mabel Smith Douglass Library, Rutgers University 2004 - 2005
Lehman Brothers 1998 - 2003
Skills
Information Literacy, Digital Libraries, Library Reference, Library Management, Interlibrary Loan, Special Collections, Information Retrieval, Online Research, Circulation, Public Services, Information Management, History, Library Science
Education
Rutgers University, School of Communications, Library and Information Studies 2004 — 2005
MLIS, Library and Information Science
Fordham University 1996 — 1997
Master of Arts (M.A.), International Political Economy and Development
SUNY Cortland 1988 — 1992
Bachelor of Arts (B.A.), French Studies
Barclays Capital September 2008 - November 2008
Lehman Brothers July 1987 - September 2008
Education
Fordham University
BS
University of Pennsylvania - The Wharton School
MBA
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Deutsche Bank July 2013 - August 2013
Opera Solutions January 2012 - July 2013
Opera Solutions July 2010 - December 2011
Opera Solutions June 2008 - June 2010
Emerald January 2008 - May 2008
Lehman Brothers June 2007 - August 2007
Skills
Management Consulting, Financial Modeling, Analytics, Data Analysis, Predictive Analytics, Business Intelligence, Financial Analysis, Business Analysis, Procurement, Contract Negotiation, Sourcing, Supply Chain, Tableau, Microsoft Excel, Process Improvement, Statistics, Analysis, Business Strategy, Statistical Modeling, Business Analytics, Strategy
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytic Finance, Entrepreneurship
Franklin & Marshall College 2004 — 2008
Bachelor's of Arts with Honors, Business and Economics
Perella Weinberg Partners March 2012 - Present
Deutsche Bank 2006 - 2012
Kaia Investment Management, LP 2005 - 2006
Aerwav Holdings LLC 2003 - 2004
W Capital Partners 2002 - 2003
Zilkha Capital Partners 1999 - 2001
Mars & co March 1996 - October 1999
Rogers and Wells 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Hedge Funds, Proprietary Trading, Management Consulting, Corporate Law, Private Equity, Programming
Education
Fordham University School of Law 1990 — 1994
JD, Law
Polytechnic Institute of New York University 1988 — 1989
MSEE, Electrical Engineering
Polytechnic Institute of New York University 1985 — 1988
BSEE, Electrical Engineering, Summa Cum Laude
Barclays Capital September 2008 - Present
Lehman Brothers March 1996 - September 2008
Education
Fordham University School of Law 1976 — 1979
JD
University of Michigan 1973 — 1976
AM, Japanese literature
Georgetown University 1964 — 1968
BA, History
Awbury Group October 2014 - Present
Syncora Guarantee January 2012 - October 2013
Lehman Brothers 2001 - December 2011
Prudential Securities 1995 - 2000
Citicorp Mortgage 1989 - 1994
Coopers & Lybrand 1986 - 1989
Skills
Structured Finance, ABS, CDO, Capital Markets, Securitization, Fixed Income, Structured Products, Equities, MBS, Credit Derivatives, Hedge Funds, Derivatives, Financial Structuring, Investment Banking, Bonds, Finance, Alternative Investments
Education
Fordham University School of Law 1991 — 1995
JD
University of Pennsylvania - The Wharton School 1982 — 1986
B.S., Finance, Accounting
BNY Mellon May 2014 - Present
BNY Mellon March 2013 - May 2014
Citi July 2012 - March 2013
Lehman Brothers (in Administration) July 2009 - October 2011
DCASTech December 2008 - July 2009
Lehman Brothers April 1998 - November 2008
Banc of America Securities July 2005 - July 2007
Skills
Capital Markets, Fixed Income, Derivatives, Middle Office, Swaps, Interest Rate..., Commodities
Education
Fordham University 1986 — 1990
BS, Finance
Self Employed April 2005 - Present
Lehman Brothers Holdings Inc. 2000 - 2006
Lehman Brothers 2000 - 2006
Credit Suisse First Boston May 1995 - September 2000
Morgan Stanley 1984 - 1995
White & Case September 1978 - June 1984
Skills
Asset Management, Due Diligence, Real Estate Economics, Real Estate, Valuation, Real Estate Transactions, Real Estate Development, Disposition, Investments, Corporate Real Estate, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Property Management, Financial Analysis, Capital Markets, Contract Negotiation, Private Equity, Leases, Investment Banking, Commercial Real Estate, Asset Managment, Mergers, Strategy
Education
Fordham University School of Law 1974 — 1978
JD, Law
Williams College 1966 — 1970
BA, Economics
Lazard Capital Markets October 2009 - 2012
Deutsche Bank May 2005 - February 2009
Credit Suisse March 2000 - June 2005
JP Morgan 1994 - 1998
Lehman Brothers 1993 - 1994
Skills
Equities, Investment Banking, Trading, Hedge Funds, Equity Capital Markets, Private Equity, Series 7
Education
Fordham University
BA
Cleary Gottlieb Steen & Hamilton LLP September 2012 - Present
Lehman Brothers August 2008 - August 2009
Education
Fordham University School of Law 2009 — 2012
J.D., Law
Starwood Capital Group June 2015 - Present
Abu Dhabi Investment Authority May 2012 - May 2015
Starwood Capital Group March 2009 - May 2012
Lehman Brothers June 2005 - February 2009
O'Connor Capital Partners 2000 - 2005
GE Real Estate 1984 - 2000
Skills
Asset Managment, Real Estate Economics, Real Estate Private..., Private Equity, Valuation, Due Diligence, CMBS, Investments, Real Estate Development, Financial Modeling, Mezzanine, Real Estate, Financial Structuring, Real Estate Financing, Investment Banking, Portfolio Management, Disposition, Asset Management, Real Estate Transactions, Restructuring, Venture Capital, Capital Markets
Education
Fordham University 1989 — 1991
MBA, Concentration: Accounting
The University of Connecticut School of Business 1980 — 1983
BS, Finance
Lehman Brothers Campaign FundraiserEric Gioia's Office2005 - 2006
Miller for New York 2003 - 2005
Kasirer Consulting 2001 - 2003
Education
Fordham University 1997 — 2001
BA, Political Science
Citi July 1981 - Present
Lehman Brothers 1981 - 1985
J.P. Morgan April 1978 - July 1981
Skills
Fixed Income, Banking, Capital Markets, Equities, Portfolio Management, Structured Products, Wealth Management, Credit, Series 7, Series 63, CDS, Commercial Paper, Derivatives, Securities, Recruiting, Bloomberg, Swaps, Discount Notes, MBS, Asset Management, Investment Advisory, Bonds, Funding
Education
Fordham University 1978 — 1979
School of Performing Arts
Dance
Nomura Securities International 2013 - Present
Nomura Securities International 2011 - 2013
Nomura Securities International 2009 - 2011
Lehman Brothers 1994 - 2009
Kidder Peabody 1990 - 1994
Education
Fordham University 1983 — 1987
Bachelor of Science, Finance
CreditSights, Inc., New York, NY 2004 - 2008
Deutsche Bank Securities 2001 - 2003
Lehman Brothers 1993 - 2001
Skills
Fixed Income, Financial Modeling, Risk Management, Machine Learning, Quantitative Analysis, Credit Risk, R, Python, Data Science, Bloomberg, VBA, Perl, Excel, Credit, Quantitative Analytics, Hedge Funds, Equities, Portfolio Management
Education
New York University 1986 — 1992
Ph.D., Physics
Fudan University 1982 — 1986
BS, Physics
HSBC Securities 2001 - Present
Bank of Tokyo-Mitsubishi 1997 - 2001
UBS 1993 - 1997
Lehman Brothers 1992 - 1993
Ernst & Young 1984 - 1992
Weinick, Sanders & Co. 1981 - 1984
Paine Webber 1980 - 1981
Skills
Derivatives, Financial Analysis, Capital Markets, Treasury, Trading, Strategic Financial..., Financial Reporting, US GAAP, IFRS, MIS, Accounting, Hedge Funds, Fixed Income, Product Control, Business Intelligence
Education
Fordham University 1976 — 1980
BS, Accounting
GE Capital September 2011 - Present
Legg Mason August 2004 - September 2011
Citigroup Asset Management 2004 - 2006
Instinet Inc. 1999 - 2004
Lehman Brothers 1998 - 1999
Skills
Sybase, Disaster Recovery, Oracle, Perl, Unix Shell Scripting, Data Warehousing, SDLC, Databases, Trading Systems, Fixed Income, Solaris, Performance Tuning, SQL Tuning, SQL, Unix, Shell Scripting, Requirements Analysis, Software Project..., Business Analysis
Education
Fordham University 1997 — 1999
MS, Computer Science
Smith College 1993 — 1994
M.A., Special Education
Credit Suisse July 2011 - Present
UBS International May 2009 - August 2011
UBS AG April 2005 - May 2009
Bank Julius Baer December 2002 - April 2005
Goldman Sachs January 1996 - April 2002
Lehman Brothers May 1993 - August 1995
Morgan Grenfell March 1991 - May 1993
Merrill Lynch March 1987 - March 1990
JPMorgan July 1980 - February 1987
Skills
Investment Banking, Investments
Education
Fundação Getulio Vargas 1975 — 1980
Undergraduate/Master Degree, Business Administration/Economics
Colegio Sion 1969 — 1974
High School, High School/Secondary Diplomas and Certificates
Barclays Investment Bank January 2012 - Present
Barclays Capital March 2008 - January 2012
Bank of America April 2003 - March 2008
Lehman Brothers January 2001 - April 2003
UBS Investment Bank June 2000 - August 2000
Interpublic Group 1998 - 2000
Skills
Restructuring, Distressed Debt, Special Situations, Corporate Governance, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Credit Risk, Risk Management, Equities, Valuation, Bloomberg, Equity Derivatives, Credit Derivatives, Structured Finance, Portfolio Management, Structured Products, Private Equity, Prime Brokerage, Corporate Finance, Alternative Investments, Interest Rate..., FX Options, Financial Modeling
Education
Fordham University 1997 — 2001
Bachelor of Science (BS), Finance
J.P. Morgan 2005 - 2005
Altria 2003 - 2003
Lehman Brothers 2000 - 2003
Education
The George Washington University - School of Business 1997 — 1999
MBA, Finance & Information Systems
George Mason University 1993 — 1996
BS, Management Information Systems/Decision Sciences
Bloomberg LP September 2011 - Present
Fisam Capital September 2010 - March 2011
Anthion Management June 2008 - February 2010
Pequot Capital Management May 2006 - March 2008
Saranac Capital March 2004 - May 2006
Farina and Associates November 2001 - March 2004
Lehman Brothers August 1996 - July 2001
Skills
Hedge Funds, Equities, Trading, Options, Portfolio Management, Investments, Commodity, Hedging, Swaps, Trading Strategies, Currency, Financial Risk, Fixed Income, Alternative Investments, CDS, Asset Management, Bloomberg, Traders, Series 7, Equity Research
Education
Fordham University 1992 — 1996
B.S, Business Administration; finance
Fremont Realty Capital July 2010 - June 2011
Brookfield Asset Management June 2009 - August 2009
JP Morgan July 2006 - July 2008
Lehman Brothers March 2005 - July 2006
Blackheath Financial August 2004 - March 2005
Skills
Valuation, Due Diligence, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Franklin & Marshall College 2000 — 2004
Bachelor of Arts, Economics, Finance
Kodaikanal International School
St Mary's School, india
Barclays Investment Bank December 2013 - Present
Barclays Capital March 2012 - Present
Barclays Capital September 2008 - March 2012
Lehman Brothers September 2002 - September 2008
Education
Villanova University School of Law 1988 — 1991
Doctor of Law (J.D.)
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (BA), Business
JP Morgan Private Bank April 2011 - Present
OSS Capital Managment May 2009 - April 2010
Lehman Brothers October 2000 - June 2008
Donaldson, Lufkin & Jenrette September 1986 - October 2000
Education
Wharton School, University of Pennsylvania 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of California, Berkeley
Bachelor of Arts (BA), History
Francis W. Parker School
StockCross November 2010 - Present
Bank of New York Mellon March 2010 - November 2010
Lehman Brothers May 1989 - March 2008
Skills
ADR Arbitrage, Equity Trading, Ordinary Share execution, FX trading, Series 7, Series 63, series 55, Trading, Equities, Bloomberg, Electronic Trading, FINRA, Portfolio Management, Securities, Proprietary Trading, Hedge Funds, FX Hedging, Trading Systems, Trading Strategies, Market Making, Spread Trading, ETFs, Fixed Income, Options, Algorithms
Education
Fordham University 1985 — 1989
BS, Finance
msgr farrell
Neuberger Berman May 2009 - Present
Lehman Brothers August 2006 - April 2009
Education
Fordham University School of Law
Kelley Drye & Warren LLP November 2009 - Present
JP Morgan Asset Management July 2008 - July 2008
Kelley Drye & Warren LLP May 2008 - July 2008
Lehman Brothers July 2003 - July 2006
Education
Georgetown University Law Center 2006 — 2009
JD
Franklin & Marshall College 1999 — 2003
BA, Economics & Political Science
Nomura October 2008 - May 2011
Lehman Brothers July 2008 - October 2008
Lehman Brothers June 2007 - August 2007
Skills
Microsoft Office..., Quantitative Analysis, Quantitative Modeling, VBA, SQL, Bloomberg, Citi- The Yieldbook, Barclays Capital - POINT, Matlab, SAS, Eviews, C, C#, Java, Oracle
Education
Fudan University 2005 — 2008
Master, Financial Engineering
Tsinghua University 2001 — 2005
Bachelor, Computer Science
BGC Partners December 2011 - Present
MF Global March 2010 - October 2011
Lehman Brothers 2007 - 2008
Societe Generale Corporate & Investment Banking 1999 - 2007
Skills
Equity Derivatives, Options, Structured Products
Education
Fordham University
Neuberger Berman September 2004 - Present
Lehman Brothers 2004 - 2008
Deutsche Bank 1989 - 2004
Education
Fordham University 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Chaminade High School 1976 — 1979
Barclays Capital November 2008 - Present
Lehman Brothers August 2001 - September 2008
Lehman Brothers September 2001 - June 2008
U.S. Air Force Reserves October 1981 - April 1994
Skills
Security Management, Security Operations, Corporate Security, Security Audits, Security Assessments, Data Center Security, Data Center Access..., Business Continuity, Vulnerability Assessment
Education
Fordham University
Business Administration and Management, General
KGS-Alpha Capital Markets, L.P. September 2010 - Present
Stone & Youngberg 2009 - 2010
Barclays Capital 2004 - 2009
Lehman Brothers 1999 - 2004
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance
Fordham University 1995 — 1999
BS, Public Accounting
Comvest Partners May 2009 - Present
Lehman Brothers 2005 - 2009
Morgan Stanley 1992 - 2002
Skills
Private Equity
Education
Fordham University
Fordham University School of Law
Aviva Investors April 2008 - Present
Banc of America Securities June 2005 - January 2008
Lehman Brothers February 2004 - June 2005
Shadwell Capital January 2000 - December 2003
Skills
Fixed Income, Equity Research, Financial Modeling, Investment Management, Securities, Financial Analysis, Investments, Asset Management, Valuation, Capital Markets, Bloomberg, Equities
Education
Fordham University 2000 — 2004
Master of Business Administration (M.B.A.), Finance
University of Notre Dame 1987 — 1991
Bachelor of Arts (B.A.), English
Lehman Brothers April 2004 - January 2009
Merrill Lynch August 1998 - February 2004
Deutsche Bank February 1997 - July 1998
Alex. Brown & Sons June 1991 - February 1997
Dun & Bradstreet June 1984 - April 1991
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Fordham University 1990 — 1993
MBA, 4.0 GPA
Quinnipiac University 1980 — 1984
Bachelor's degree, Business Administration and Management, General, 3.98 GPA
Citigroup January 2013 - Present
Citi July 2010 - January 2013
Lehman Brothers September 2003 - July 2010
Skills
Fixed Income, Equities, Investment Banking, Banking, Capital Markets, Portfolio Management, Trading Systems, Loans, Risk Management, Financial Modeling, Financial Services, Hedge Funds, Financial Risk, Wealth Management
Education
Fordham University 2001 — 2005
Bachelors, Finance, General
Freddie Mac May 2009 - Present
Lehman Brothers June 2007 - May 2009
SUNY at Albany August 2005 - January 2007
Skills
Econometric Modeling, Risk Management, SAS programming, matlab programming, model validation, Credit Risk, Operational Risk, Research, Econometrics, Valuation, Derivatives
Education
State University of New York at Albany 2001 — 2007
Doctor of Philosophy (PhD), Economics
Fudan University 1998 — 2001
Master's degree, Economics
Addo Capital Partners LLC June 2015 - Present
Enduring Investments February 2014 - January 2015
Sorin Capital Management March 2007 - December 2013
Natixis June 2003 - March 2007
Lehman Brothers April 1991 - March 2003
Citi February 1982 - April 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Fordham University 1974 — 1978
Bachelor's Degree, Economics and Political Science