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
Metro Storage LLC October 2013 - Present
Metro Storage International May 2012 - Present
Equity International June 2007 - 2011
The Yucaipa Companies January 2006 - June 2007
Guggenheim Partners January 2004 - December 2005
UBS Investment Bank April 2001 - 2003
Donaldson, Lufkin & Jenrette July 1998 - April 2001
Lehman Brothers July 1994 - June 1996
Skills
Alternative Investments, Due Diligence, Analysis, Equities, Finance, Financial Structuring, Investment Strategies, Investments, Mergers, Portfolio Management, Private Equity, Real Estate, Valuation
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Georgetown University 1991 — 1993
BA, Government
St. Joseph's Preparatory School 1985 — 1989
High School Diploma
MetLife June 2013 - July 2013
TD Ameritrade August 2010 - July 2012
Barclays Capital August 2007 - April 2010
Lehman Brothers May 2006 - July 2006
Skills
Series 7, Business Strategy, Analytics, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
B.S. Business Administration
International School of Basel 1999 — 2003
International Baccalaureate
IBM August 2012 - Present
IBM Global Business Services September 2010 - August 2012
The World Bank June 2007 - December 2010
GP+ Associates August 2008 - August 2010
Georgetown University September 2005 - May 2010
Lehman Brothers August 2006 - January 2007
University of Michigan Hillel September 2004 - June 2005
Skills
Sales leadership, Leadership, Sales Management, Management, International..., Management Consulting, Program Management, Strategy, Business Strategy, Proposal Writing, Business Development, International Relations, Analysis, Public Policy, Strategic Planning, Policy, Government, Data Analysis
Education
Georgetown University
PhD, Government and International Affairs
Georgetown University
MA, Security Studies, Edmund A. Walsh School of Foreign Service
Georgetown University
MA, Government
University of Michigan
BA, Decision Making in Organizations (business related)
Prime Advantage August 2012 - Present
Prime Advantage April 2001 - September 2012
Lehman Brothers June 1999 - April 2001
Donaldson, Lufkin & Jenrette January 1997 - August 1998
Richards Spears Kibbe & Orbe August 1994 - December 1996
Skills
Strategic Planning, New Business Development, Business Development, Marketing Strategy, Account Management, Team Building, Process Improvement, Negotiation, Integrated Marketing, Sales, Project Management, Business Process..., Strategy, Management, Marketing Management, Team Leadership, Program Management, Lead Generation, Strategic Partnerships, Management Consulting, Business Strategy, Competitive Analysis, Contract Negotiation, Product Management, Cross-functional Team..., CRM, Product Development, Start-ups, Leadership
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Georgetown University 1990 — 1994
BA
Citi Private Bank January 2015 - Present
Citi Private Bank July 2009 - December 2014
Citi Private Bank March 2007 - June 2009
Lehman Brothers August 2005 - February 2007
MultiCredit Bank Panama January 2000 - July 2003
Banco Santander June 1998 - December 1999
Skills
Wealth Management, Wealth Preservation..., Private Banking, Portfolio Management, Asset Allocation, Investment Strategies, Bloomberg Terminal, Alternative Investments, Tactical Asset..., Fund Analysis, Options Strategies, Interest Rate Swaps, Corporate Finance, Credit, Fixed Income, Valuation, Wealth
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Finance
ULACIT Panama 1997 — 1999
BA, Finance, International Business
Barclays Investment Bank September 2008 - May 2013
Lehman Brothers August 2007 - September 2008
Orrick, Herrington & Sutcliffe LLP October 2001 - August 2005
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Harvard Law School 1997 — 2001
JD
Georgetown University 1993 — 1997
BSFS, International Economics
Health Management Associates April 2010 - Present
Credit Suisse May 2006 - March 2010
Lehman Brothers August 2001 - May 2006
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
Master of Business Administration (M.B.A.)
Georgetown University 1990 — 1994
Bachelor's degree
Hotchkiss
TABB Group July 2015 - Present
TABB Group June 2014 - June 2015
Cornerstone Resources Consulting, LLC March 2012 - May 2014
Tradeweb Markets LLC October 2009 - February 2012
MarketAxess Corp. October 2002 - October 2007
Barclays Capital October 1997 - December 1999
Lehman Brothers October 1994 - June 1997
Morgan Stanley May 1989 - October 1994
Skills
Financial Markets, Fixed Income, CDS, Trading Systems, Equities, Options, Series 7, Credit Derivatives, Investment Banking, Hedge Funds, Market Data, Emerging Markets, Bonds, Securities, Financial Services, Dodd-Frank, Relationship Management, Interest Rate..., Swaps, Credit, Risk Management, Exchange Connectivity, Business Analysis, Trading System, Interest Rate Swaps, Structured Products, Product Management, New Business Development, Business Development, Portfolio Management, ETFs
Education
Georgetown University 1985 — 1989
BAS, History, Sociology
Monsignor Farrell 1981 — 1985
One Rock Capital Partners August 2014 - Present
General Atlantic September 2011 - June 2014
TPG Capital June 2009 - July 2011
Lehman Brothers July 2007 - February 2009
Skills
Private Equity, Equities, Financial Analysis, Capital Markets, M&A experience, Leveraged Finance
Education
Georgetown University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Management
Gerson Lehrman Group May 2012 - Present
Bloomberg, LP January 2010 - May 2012
Glennon Productions, Inc. June 2009 - January 2010
Lehman Brothers June 1998 - October 2008
Skills
Strategic Planning, Event Management, Project Planning, Business Relationship..., Business Development, Event Planning, Marketing Strategy, Project Management, Leadership, Teamwork, Corporate Events, Special Events..., International Events, Financial Services, Business Strategy, Management, Marketing
Education
Georgetown University 1993 — 1997
BA, Government (International Relations Concentration)
School of the Holy Child
School of the Holy Child
School of the Holy Child
Lazard July 2014 - Present
Neighborhood Development Company June 2013 - August 2013
The Grosvenor Funds January 2013 - June 2013
Credit Suisse September 2008 - June 2012
Lehman Brothers July 2007 - September 2008
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Virginia 2003 — 2007
Bachelor of Arts (B.A.)
Bond Street Holdings LLC June 2009 - Present
Wexford Capital July 2009 - November 2009
Lehman Brothers May 2004 - January 2008
Education
Georgetown University 1990 — 1993
BA, Political Science
Chaminade High School 1985 — 1989
State Street Bank 2012 - Present
Houlihan Lokey 2010 - 2012
Barclays Capital 2007 - 2009
Lehman Brothers 1993 - 2007
Skills
Global Client Management, New Business Development, Marketing, Series 7, Fixed Income, Alternative Investments, Asset Managment, Securities, Series 63, Talent Management, Mentoring, Motivated self-starter, Sales, Key Account Management
Education
Georgetown University - The McDonough School of Business
BSBA, Finance
Walmart eCommerce June 2015 - Present
Time Warner Investments July 2011 - July 2014
Barclays Capital July 2009 - July 2011
Lehman Brothers May 2008 - July 2008
Skills
Financial Modeling, Venture Capital, Investment Banking, Valuation, Private Equity, Corporate Development, Emerging Markets, Due Diligence, Corporate Finance, Investor Relations, Mergers & Acquisitions, Digital Media, M, M&A experience, Strategy, Start-ups, Entrepreneurship, Financial Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University 2005 — 2009
BSFS, International Economics
The Chinese University of Hong Kong 2007 — 2007
Semester Study Abroad
The Priceline Group March 2015 - Present
The Priceline Group March 2013 - February 2015
The Priceline Group April 2012 - February 2013
Take-Two Interactive August 2011 - April 2012
Citadel Investment Group August 2009 - July 2011
Barclays Capital September 2008 - July 2009
Lehman Brothers July 2007 - September 2008
Skills
Valuation, Financial Analysis, Corporate Finance, Financial Modeling, Investment Banking, Business Strategy, Business Analysis, Finance, Analysis, Securities, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Capital Markets, Venture Capital, Financial Planning
Education
Georgetown University 2005 — 2007
B.S., Business Administration (Concentration in Finance)
University of Pennsylvania 2003 — 2005
Signpost March 2015 - Present
Signpost January 2014 - March 2015
ZocDoc August 2013 - January 2014
ZocDoc June 2011 - August 2013
OSIsoft LLC June 2010 - August 2010
American Capital 2007 - 2009
Lehman Brothers 2005 - 2007
Skills
Start-ups, Corporate Development, Financial Modeling, Salesforce.com, Strategic Partnerships, Cold Calling, Entrepreneurship, SaaS, Strategy, Venture Capital, Leadership, Private Equity, Mergers & Acquisitions, Sales Management, Marketing Strategy, Sales Process, Strategic Planning, Solution Selling, Go-to-market Strategy, B2B, Competitive Analysis, Selling, Sales Operations, Sales, Email Marketing, Management
Education
Harvard Business School 2009 — 2011
MBA
Georgetown University 2001 — 2005
BA, Government
ScaleFT May 2015 - Present
Rackspace, the Open Cloud Company February 2008 - May 2015
Morgan Stanley 2006 - 2008
Lehman Brothers 2004 - 2006
Cravath, Swaine & Moore LLP 2000 - 2004
Skills
Investment Banking, Finance, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Process Improvement, Strategy, Risk Management, Forecasting, Start-ups, Corporate Finance, Venture Capital, Business Analysis, Sarbanes-Oxley Act, Strategic Financial..., SaaS, Strategic Partnerships, Due Diligence, Analysis, Strategic Planning, Financial Planning
Education
Georgetown University Law Center 1998 — 2000
Doctor of Law (JD)
The University of Texas at Austin 1992 — 1996
Bachelor of Arts (BA), History
Dashfire July 2009 - Present
R3 Resources July 2009 - Present
SAATH September 2008 - June 2009
Madison Dearborn Partners July 2006 - July 2008
Lehman Brothers June 2004 - June 2006
Skills
Private Equity, Investment Banking, Venture Capital, Financial Modeling
Education
Georgetown University 2000 — 2004
BSBA, Finance, International Business, Psychology
Detroit Country Day
Stage 3 Properties, Inc. March 2011 - Present
Essay101.com, LLC June 2000 - Present
Fit For Good, LLC June 2011 - Present
Ruby's Naturals June 2014 - Present
Citadel LLC October 2009 - February 2011
Lehman Brothers December 2007 - October 2009
Lehman Brothers August 2004 - December 2007
JPMorgan Chase August 2003 - August 2004
NetGrocer.com, LLC January 2003 - July 2003
JPMorgan Chase May 2002 - August 2002
Skills
Equity Research, Trading, Equity Derivatives, Marketing, Sales, Valuation, Investments, Private Equity, Financial Modeling, Asset Management, Due Diligence, Capital Markets, Portfolio Management, Equities, Mergers & Acquisitions, Venture Capital, Corporate Finance, Entrepreneurship, Financial Analysis, Real Estate
Education
Georgetown University 1999 — 2003
BS/BA, Business - Marketing & New Business Management
Hybrid Financial Ltd., Hybrid Insurance Services LLC April 2015 - Present
Harborcove Financial LLC August 2009 - April 2015
Swiss Re 2005 - 2009
Lehman Brothers 2000 - 2005
Banc of America Securities 1998 - 2000
UBS Investment Bank 1996 - 1998
Skills
Small Business, Corporate Finance, Due Diligence, Equities, Investments, Management, Mergers & Acquisitions, Insurance, Finance, Capital Markets, Strategy, Risk Management, Executive Management, Private Equity, Strategic Financial..., Credit, Financial Analysis, Hedge Funds, Funding, Loans, Valuation, Investment Banking, Business Strategy, Banking, Strategic Planning, Commercial Lending, Financial Services, Start-ups
Education
The University of Chicago 1992 — 1995
MBA, Finance
Georgetown University 1988 — 1992
BS, Foreign Service
New Trier High School 1984 — 1988
Naked Edge Films September 2008 - Present
Open Boulder October 2013 - Present
Two-Way Media Ltd December 2001 - Present
Incite Productions Inc. June 2003 - Present
SEOUL TRAIN June 2003 - January 2010
LC39 Venture Group LLC June 1999 - February 2002
Netcast Communications Corp. February 1995 - January 2002
Simon & Schuster, Inc. 1998 - 1998
Lehman Brothers August 1991 - February 1995
Lehman Brothers June 1990 - September 1990
Skills
Documentaries, Film Production, Entrepreneurship, Intellectual Property, Start-ups, Strategy, Venture Capital, Angel Investing, Producing, Television, Film, Independent Film, Broadcast, Screenwriting, Feature Films, Journalism, New Media, Digital Media, Video Production, Video, Content Strategy, Storytelling, Business Strategy, Entertainment, Multimedia, Short Films, Media Production, Music, Creative Direction, Directing, Corporate Finance, Patents, Patent Litigation, Patent Portfolio..., Intellectual Property..., Disruptive Technologies, New Business Development, Patent Prosecution, Software Patents, Patent Applications, Intellectual Property..., Intellectual Property..., International..., Technology, Software Development, Video Editing, Post Production, Creative Arts
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1991
Master of Business Administration (MBA)
Georgia Institute of Technology 1981 — 1984
BIE, Industrial & Systems Engineering
Woodside Capital Management January 2000 - Present
TMA Northeast January 2013 - January 2014
Lehman Brothers September 1993 - December 1999
Bank of Boston July 1979 - August 1993
Skills
Underwriting, Commercial Mortgages, Due Diligence, Financial Modeling, Financial Analysis, LBO, Commercial Real Estate, Middle Market, Chapter 11, Restructuring, Debt Restructuring, Asset Based Lending, Workout, Leveraged Finance, Recapitalizations, Distressed M&A, Bankruptcy, Private Equity, Mezzanine, Investment Banking, Venture Capital, Corporate Finance, Finance, Mergers & Acquisitions, Management, Investments, Portfolio Management, Valuation, mergers and acquisitions
Education
Georgetown University 1975 — 1979
BS Languages, Portuguese, French and Economics
St. Paul's School, Concord, NH 1971 — 1975
US Army May 2012 - Present
Booz Allen Hamilton July 2010 - May 2012
Evercore Partners March 2009 - July 2010
Barclays Investment Bank August 2008 - January 2009
Lehman Brothers June 2007 - August 2007
US Army May 2000 - August 2006
Skills
Strategic Planning, Financial Analysis, Corporate Finance, Leadership, Investments, Strategy, Economics, Financial Modeling, Business Process Design, Mergers & Acquisitions, Government, Policy, Military, Program Management, Valuation, Investment Banking, Security Clearance, International Relations, Intelligence Analysis, Training, Due Diligence, Finance, Foreign Policy, Essbase, DoD, Command, Management, Operational Planning, National Security, Organizational..., Army, Business Process, Business Analysis, Business Strategy, Military Experience, Hyperion Enterprise, Hyperion, Defense, Writing, Strategic Communications, Intelligence, Counterinsurgency, Security, Federal Government, Strategic Financial..., Leadership Development, Analysis
Education
Georgetown University 2014 — 2016
Master of Arts (M.A.), Security Studies
University of Virginia Darden School of Business 2006 — 2008
Master of Business Administration
United States Military Academy at West Point 1996 — 2000
BS, Economics
Lake Howell High School 1992 — 1996
High School
Rent The Runway June 2014 - Present
Telsey Advisory Group June 2013 - June 2014
Georgetown University August 2012 - June 2014
Barclays Capital September 2008 - June 2012
Lehman Brothers February 2008 - September 2008
Macy's 2006 - 2008
Skills
Financial Modeling, Valuation, Options, Derivatives, Bloomberg, Equity Research
Education
Georgetown University - The McDonough School of Business
MBA Candidate 2014
The Ohio State University
Economics
State Street Alternative Investment Solutions January 2015 - Present
Tagatac & Co., LLC September 2004 - Present
MadCam Real Estate 2004 - Present
Consultants Period December 2008 - January 2015
Brighter Planet March 2008 - October 2008
100 Women in Hedge Funds January 2001 - 2008
100 Women in Hedge Funds 2001 - 2008
Lehman Brothers June 2002 - June 2004
Morgan Stanley & Co. June 1988 - June 2002
MORGAN STANLEY TRUST COMPANY INC 1988 - 1993
Skills
Operations Management, CRM, Strategic Sales, Hedge Funds, Alternative Investments, Equities, Asset Managment, Portfolio Management, Investments, Series 7, Fixed Income, Derivatives, Asset Allocation, Capital Markets, Securities, Asset Management, Wealth Management, Prime Brokerage, Mutual Funds, Strategic Partnerships, ETFs, Series 63, Fund Of Funds, Investment Management, FINRA, Investment Advisory, Options, Investment Strategies, Series 24, Equity Derivatives, Equity Trading, Securities Lending
Education
Georgetown University - The McDonough School of Business 1982 — 1986
Bachelor of Science (B.S.), Marketing
Miss Porters 1979 — 1982
Amazon March 2014 - Present
Amazon July 2012 - March 2014
Amazon.com June 2011 - August 2011
Stanford Group Company April 2004 - March 2009
Pulsar Data, Inc. February 2003 - April 2004
Lehman Brothers July 1999 - July 2001
Skills
E-commerce, Product Management, Mergers, Valuation, Financial Modeling, Data Analysis, Negotiation, Due Diligence, Pricing Strategy, Process Improvement, Corporate Finance, Financial Analysis, Business Strategy, Investment Banking, Private Equity, Venture Capital, Investments, Equities, Bond Pricing, Recruiting, Emerging Markets, Entrepreneurship, Bloomberg, Competitive Analysis, Mergers & Acquisitions, Management Consulting, Strategy, Economics, Finance, Corporate Development, Analysis, Market Research, Start-ups, Quantitative Analytics, Analytics, Executive Management, Portfolio Management, Strategic Consulting
Education
The Johns Hopkins University 2010 — 2012
MBA, Finance and Marketing
Georgetown University 1996 — 1999
BSFS, International Economics
Scalisi Skincare April 2009 - Present
Scalisi Skincare May 2014 - Present
Nomura Securities October 2009 - June 2011
Cambridge Intl Sec Inc January 2009 - September 2009
Lehman Brothers February 2000 - September 2008
JP Morgan Chase June 1990 - February 2001
Skills
Building New Businesses, Skin Care, Hedge Funds, Investments, Investment Banking, Credit, Fixed Income, Skin, Skin Care Products, Capital Markets, Equities, Bonds, Portfolio Management, Credit Derivatives, Structured Finance, High Yield, Structured Products, Trading, Bloomberg, Loans, Securities, Asset Management, Derivatives, CDS, Financial Structuring, Leveraged Finance, Mergers & Acquisitions, Alternative Investments, Financial Markets, Private Equity, Venture Capital, Emerging Markets, Options, Start-ups, Entrepreneurship, Commodity, Finance, Funding, Hedging, Strategic Financial..., Valuation, Project Finance, Financial Modeling, Securitization
Education
Georgetown University 1986 — 1990
BA, English with a minor in Psychology
Waltham High School 1984 — 1986
Allstate July 2015 - Present
Allstate May 2014 - July 2015
Allstate March 2013 - May 2014
Allstate October 2011 - February 2013
Chopper Trading, LLC March 2009 - October 2011
Lehman Brothers July 2007 - October 2008
Lehman Brothers May 2006 - July 2006
Skills
Fixed Income, Corporate Finance, Trading, Credit, Treasury, Loans, Bloomberg, Financial Modeling, Derivatives, Financial Analysis, Equities, Bonds, Valuation, Capital Markets
Education
Georgetown University 2003 — 2007
BS, Finance, Accounting
Wake County Public Schools February 2012 - Present
BetterLesson January 2008 - January 2012
Southern Regional Education Board August 2006 - January 2012
Young Leaders Collegiate Academy 2009 - 2010
Atlanta Public Schools June 2004 - June 2006
Teach For America June 2004 - June 2006
Rogers & Hardin LLP August 2002 - April 2004
Lehman Brothers June 2000 - September 2001
Skills
Statistical Modeling, Educational Technology, Research, Writing, Editing, Teaching, Economics, Education Policy, Social Media, Curriculum Development, Statistics, Strategic Planning, Curriculum Design, Data Analysis, Leadership, Staff Development, Nonprofits, Policy, Policy Analysis, Program Evaluation, Government, Grant Writing, Program Development, Public Policy, Higher Education, Community Outreach
Education
Georgia State University 2007 — 2010
MA, Political Science
Wesleyan University 1996 — 2000
BA, Economics & Russian/East European Studies
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Economics & Russian
Autodesk August 2014 - Present
Autodesk July 2013 - July 2014
Autodesk June 2012 - August 2012
Barclays Capital September 2010 - May 2011
Barclays Capital September 2009 - September 2010
Lehman Brothers July 2007 - October 2008
Lehman Brothers July 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
MBA
Georgetown University - The McDonough School of Business 2001 — 2005
BA
University College Dublin 2004 — 2004
Study abroad
Deutsche Bank December 2013 - Present
Deutsche Bank December 2013 - Present
Axiom May 2013 - August 2013
Sullivan & Cromwell LLP January 2013 - March 2013
Sullivan & Cromwell LLP April 2012 - December 2012
Ralph Lauren June 2011 - April 2012
Ayco, A Goldman Sachs Company August 2008 - July 2009
Lehman Brothers February 2008 - April 2008
Lehman Brothers August 2005 - February 2008
Mortgage Bankers Association September 2003 - July 2005
Skills
Investments, Business Development, Sales, Financial Institutions, Strategy, Capital Markets, Legal Research, Strategic Planning, Marketing, Financial Services
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
Master of Business Administration (MBA), Investments
Georgetown University 1999 — 2003
B.A., Government
Harvard University Graduate School of Design 2010 — 2010
Certificate, Career Discovery: Summer Architecture Program
Thoma Bravo August 2014 - Present
Thoma Bravo August 2013 - July 2014
Thoma Bravo August 2011 - July 2013
Barclays Capital May 2009 - July 2011
Lehman Brothers May 2008 - July 2008
Kellogg Capital Group June 2007 - August 2007
Kellogg Partners June 2006 - August 2006
Education
Georgetown University 2005 — 2009
B.S. in Business Administration, Finance, Accounting
Xavier High School 2001 — 2005
Volta Industries April 2013 - Present
Octagonal Partners LLC August 2012 - Present
Nomura Securities April 2010 - August 2012
Nomura Securities October 2008 - August 2010
Lehman Brothers July 2006 - October 2008
Goldman Sachs August 1993 - June 2006
Skills
Global Business..., Global Management, Acquisition Integration, Financial Markets, Equities, Asia Pacific, Recruitment/Retention, Sales Management, Equity Capital Markets, Origination, Alternative Investments, Capital Raises, Application Design, Business Strategy, Turnaround Specialist, Loan Origination, Software Design, Corporate Development, Capital, Hedge Funds, Private Equity, Equity Derivatives, Business Development, Capital Markets, Investment Banking, Emerging Markets, Venture Capital, Fixed Income, Valuation, Trading, Options, Financial Structuring, Derivatives, Investor Relations, Asset Management, Start-ups, Structured Finance, IPO, Securities, Investment Management
Education
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1993
MALD, International Political Economy
Georgetown University 1986 — 1989
BSFS, International Relations
London School of Economics and Political Science 1987 — 1988
General Course
W Capital Partners July 2007 - Present
Ping Identity June 2013 - Present
Inspirato with American Express September 2014 - Present
Brainshark, Inc. April 2011 - Present
MINDBODY, Inc. February 2014 - June 2015
Dynacast International July 2011 - January 2015
StillSecure September 2009 - September 2013
Lehman Brothers March 2006 - July 2007
First Albany Capital July 2004 - February 2006
Skills
Private Equity, Investments, Portfolio Management, Mergers & Acquisitions, Equities, Entrepreneurship, Valuation, Financial Modeling, LBO, Start-ups, Venture Capital, Corporate Finance, Finance, Financial Structuring, Buyouts, Due Diligence, Investment Banking, Alternative Investments, Growth Capital, M, Financial Analysis, Capital, Deal Sourcing, Strategy, Capital Markets, Private Placements, Business Valuation, Corporate Development
Education
Georgetown University 2000 — 2004
Freddie Mac March 2009 - Present
ICF International May 2008 - March 2009
Lehman Brothers July 2006 - November 2007
Mortgage America Bankers 1993 - 2003
Education
Hampton University 1979 — 1983
Georgetown University
Platinion North America – A company of the Boston Consulting Group August 2014 - Present
Bank of America September 2013 - August 2014
Deutsche Bank June 2011 - December 2011
Royal Bank of Scotland June 2010 - March 2011
Arab Banking Corporation January 2008 - March 2010
Morgan Stanley September 2002 - May 2007
Lehman Brothers August 2001 - September 2002
Credit Suisse First Boston February 2001 - May 2001
Merrill Lynch June 2000 - January 2001
Goldman Sachs, New York, NY September 1996 - June 2000
Skills
Risk Management, Equity Research, Portfolio Management, Investment Banking, Financial Risk, Market Risk, Credit Risk, Equity Valuation, Trading, Financial Modeling, Quantitative Finance, ETFs, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, Equity Derivatives, FX Options, Fixed Income, Credit Derivatives, Structured Products, Commodity, Emerging Markets, Business Analysis, Change Management, Project Management
Education
Georgia Institute of Technology
MBA, Finance/Accounting
Georgia Institute of Technology
Master's degree, Business Administration and Management, General
SolomonEdwardsGroup September 2012 - January 2013
Investment Banking June 2010 - January 2013
Simran Capital Management March 2009 - November 2009
SMH Capital Advisors, Inc. January 2006 - April 2009
Arbitex Asset Management October 2001 - May 2005
Loomis Sayles 1998 - 2001
Lehman Brothers 1995 - 1997
Westbrook Partners 1994 - 1995
Goldman Sachs 1993 - 1994
Skills
Entrepreneur, Leadership, Problem Solving, Creative Solutions, Board of Director..., Business Development, Business Strategy, Capital Budgeting, Marketing, Sales, Management, Accounting, Corporate Finance, Financial Analysis, Financial Modeling, Financial Statements, Financial Advisory, Financial Transactions, Mergers, Acquisitions, Investment Banking, Investments, Portfolio Management, Trading, Investment Strategies, Hedge Funds, High Yield Bonds, Loans, Convertible Bonds, Distressed Debt, Bankruptcy, Restructuring, Debt Restructuring, Loan Modifications, Capital Raising, Pension Funds, Foundations, High Net Worth..., Capital Markets, Credit Analysis, Creditors, Creditor Representation, Due Diligence, Liquidity Analysis, Liquidation, Communication, Public Speaking, Presentations, Relationship Management, Commercial Real Estate
Education
Georgetown University 1989 — 1993
BSBA, Finance
Brentwood High School 1985 — 1989
Brentwood, TN
Stripe August 2015 - Present
NITEOWL October 2014 - Present
Goodwyn/Powell January 2015 - July 2015
Deloitte August 2014 - January 2015
Deloitte 2013 - 2013
United States Senate September 2008 - August 2012
Lehman Brothers February 2006 - August 2008
Alliance Bernstein April 2005 - January 2006
Skills
Legislative Relations, Public Policy, Policy Analysis, Foreign Policy, Financial Modeling, Analysis, Project Management, Government, Legislation, Strategy, Strategic Planning, Program Management, Public Speaking, Strategic Communications, Tableau, Data Analysis, Management, Consulting, Analytics, Research, Marketing, Finance, Business Strategy
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northwestern University 2001 — 2005
Bachelor's Degree, History and Political Science
Cook Maran & Associates November 2007 - Present
www.thebottomsup.biz June 2005 - Present
Lehman Brothers June 1999 - June 2004
Skills
Entrepreneurship, Start-ups, Strategy, Business Strategy, Business Development, New Business Development, Venture Capital, Strategic Planning, Marketing Strategy, Capital Markets, Marketing, Trading, Strategic Partnerships, Equities
Education
Georgetown University 1995 — 1999
BS, McDonough School of Business
Georgetown University - The McDonough School of Business 1995 — 1999
Chaminade High School 1991 — 1995
Metro Commercial Real Estate March 2015 - Present
Bridge Capital Partners LLC March 2010 - Present
Accenture March 2012 - March 2015
Accenture May 2009 - March 2012
SDM Investments, LLC May 2010 - September 2011
Barclays Capital August 2008 - January 2009
Lehman Brothers June 2007 - August 2007
Miller & Chevalier, Chartered May 2006 - July 2006
Shell 2006 - 2006
SEI Investments August 2002 - May 2005
Skills
Investment Banking, Strategy, Due Diligence, Private Equity, Corporate Development, Financial Modeling, Corporate Finance, Valuation, Finance
Education
Georgetown University Law Center 2005 — 2008
JD
Howard University 1998 — 2002
BBA, Finance
Minerva Project August 2014 - Present
Minds Matter of San Francisco November 2012 - Present
Beeck Center for Social Impact & Innovation Georgetown University July 2013 - August 2014
Georgetown University March 2012 - July 2013
Georgetown University September 2010 - February 2012
Georgetown University August 2009 - August 2010
Barclays Capital September 2008 - July 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial modeling, Strategic Partnerships, Entrepreneurship, Digital Strategy, Financial Modeling, Social Media, New Media
Education
Georgetown University 2003 — 2007
B.S., Major: Accounting and Finance, Minor: English
Horace Mann School 1999 — 2003
Barclays Investment Bank March 2015 - Present
Barclays Investment Bank March 2013 - Present
Barclays Investment Bank March 2010 - February 2013
Barclays Investment Bank September 2008 - February 2010
Lehman Brothers July 2007 - September 2008
Skills
Syndicate, Bloomberg, Capital Markets, Equities, Investment Banking
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance, General
CHILDS Advisory Partners May 2015 - Present
Assisted Choice 2014 - 2015
ABM Industries 2012 - 2014
Air Serv Corporation 2010 - 2012
AlpInvest Partners 2008 - 2010
Lehman Brothers 2005 - 2008
Skills
Strategic Planning, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Private Equity, Due Diligence, Corporate Development, Budgets, Forecasting, Capital Structure, Mergers, Corporate FP&A, Capital Markets, Acquisitions, Aviation, Aviation Services, Facility Services, Retail, Lease Financing, Facilities Management, Management
Education
Georgetown University 2001 — 2005
B.S.B.A., Finance & Accounting
Savannah Country Day School 1997 — 2001
Schlumberger June 2015 - Present
US Department of Health and Human Services October 2013 - May 2015
Bank of America February 2013 - October 2013
Nomura Securities September 2012 - January 2013
TIBCO Software Inc. May 2011 - August 2012
Barclays September 2008 - May 2011
Lehman Brothers October 2004 - September 2008
AT&T Global Services May 1998 - September 2004
Skills
Amazon Web Services..., Enterprise Architecture, Middleware, SDLC, Databases, SOA, Requirements Analysis, Consulting, Unix, Solution Architecture, Project Management, IT Strategy, Leadership, SQL, Management, Integration, Business Analysis, Java Enterprise Edition, Agile Methodologies, AngularJS, Node.js, jQuery, jQuery UI, jQuery Mobile, Rackspace Cloud, Chef, Puppet, Configuration Management, Go, Ruby on Rails, Python, Functional Programming, Swift, iOS Development, Android Development, Android SDK, OpenStack, Hybrid Cloud, Erlang, Mac OS X Server, Xcode, Continuous Integration, BigTable, Big Data, Big IP, Paxos, Chubby, RESTful WebServices, RESTful architecture, Design Patterns
Education
University of Madras 1989 — 1993
Bachelor's degree, Computer Science and Engineering
Georgia Institute of Technology
Master of Science (MS), Computer Science
Credit Suisse AG April 2008 - Present
Lehman Brothers 1999 - 2008
Goldman Sachs 1997 - 1998
UBS Investment Bank 1996 - 1997
Federal Reserve Board 1987 - 1996
Skills
Credit Risk, Capital Markets, Risk Management, Portfolio Management, Financial Risk, Investment Banking, Credit, Financial Analysis, Due Diligence, Enterprise Risk..., Financial Structuring, Financial Institutions, Management, Analysis, Project Management, Equities, Fixed Income, Hedge Funds, Derivatives, Banking
Education
The George Washington University - School of Business 1988 — 1992
Master of Business Administration (MBA), Finance, General
Georgetown University 1984 — 1987
BS, Business
Georgetown Preparatory School 1979 — 1983
High School
Medical Properties, LLC 2011 - Present
Energy Procurement and Advisory Company 2009 - Present
Hudson Energy 2010 - 2011
Juice Energy 2008 - 2008
Lehman Brothers 2004 - 2007
Deutsche Bank 1999 - 2003
Skills
Business Development, Leadership, Management, Risk Management, Natural Gas, Energy, Sales Management, Mergers & Acquisitions, Sales, Strategic Partnerships, Recruiting, Leadership Development, CRM
Education
CLA- Jesuit Collaborative 2008 — 2010
Georgetown University 1996 — 2000
BSBA Finance
University College Dublin 1999 — 1999
Loomis Chaffee 1995 — 1996
Darien High School 1991 — 1995
Albany Academy 1987 — 1991
St. John's International School in Brussels Belgium 1980 — 1987
Credit Suisse July 2008 - Present
Lehman Brothers 2004 - 2008
Financial Infrastructure Solutions, Inc. 2002 - 2005
Capco 1999 - 2002
The Pioneer Group, Inc. 1994 - 1997
Skills
Change Management, PMO, Offshoring, Outsourcing, Corporate Finance, Business Process..., Investment Banking, Acquisition Integration, Program Management, Expense Management, Vendor Management, Supply Management, Global Sourcing, Private Banking, Asset Management, Business Management, Business Planning
Education
Ohio Wesleyan University 1990 — 1994
Bachelor of Arts (B.A.), International Business
George Mason University
Master of Business Administration (M.B.A.), International Finance
Bastille 2015 - Present
Bastille 2014 - 2015
Endgame 2008 - 2012
Internet Security Systems 2004 - 2008
Internet Security Systems 1998 - 2004
Lehman Brothers 1993 - 1998
Skills
Ruby on Rails, Computer Security, Agile Methodologies, Entrepreneurship, Software Engineering, SaaS, Network Security, Internet Security, Git, Cloud Computing, Machine Learning, Enterprise Software, Ruby, Start-ups, Big Data, E-commerce, Python, Web Development, Software Development, Product Management, Application Security, Security, Web Application Security, Penetration Testing, Information Security..., Information Security, Firewalls, Computer Forensics, Data Security, Identity Management, Malware Analysis, Reverse Engineering, Encryption, Security Research, Vulnerability Assessment, Cryptography, CEH, Cloud Security, Intrusion Detection, IPS, Vulnerability Management, Network Architecture, PCI DSS, Security Audits, IDS, Information Assurance, PKI, Incident Response, Virtualization, CISSP
Education
Georgia Institute of Technology
Master's degree
CMG Financial May 2014 - Present
Interbank Mortgage Company June 2013 - May 2014
Homeward Residential, Inc. May 2011 - May 2013
Nationstar Mortgage September 2009 - February 2011
Vertice, a Division of Wachovia Securities February 2008 - June 2009
American Brokers Conduit May 2003 - August 2007
Lehman Brothers April 1997 - May 2003
Crossland Mortgage Corp. 1996 - 1997
Skills
Mortgage Banking, Residential Mortgages, Sales, Loan Origination, FHA, Loans, Mortgage Lending, Refinance, Credit, VA loans, Loss Mitigation, FHA financing, Leadership, Underwriting, USDA, Mortgage Underwriting, Sales Growth, Recruiting, Credit Analysis
Education
George Mason University 1986 — 1989
BS, Finance
Wavelength Asset Management, LLC September 2013 - Present
Operative January 2012 - March 2013
Bank of America Merrill Lynch February 2006 - December 2011
Bear Stearns (currently JP Morgan Chase) January 1999 - February 2006
BCM, LLC January 1997 - December 1998
PaineWebber (currently UBS) July 1994 - September 1996
AllianceBernstein June 1993 - June 1994
Lehman Brothers July 1990 - March 1993
CS First Boston Corporation (currently Credit Suisse) July 1983 - June 1990
PaineWebber (currently UBS) July 1981 - June 1983
Skills
Growth Strategy..., Business Transformation, Buy and Sell Side..., Market and Client..., Client Segmentation, Sales Management, Expense Control, Recruiting and Mentoring, Team Building, Investment Strategies, Risk Management, Revenue Growth..., Management, Strategy, Expense Management, Leadership, Mergers & Acquisitions, Investments, Hedge Funds, Equities
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Georgetown University 1973 — 1977
BSBA, Economics/Government
Bergen Catholic, HS
Schroders October 2014 - Present
Zelman & Associates February 2013 - September 2014
Barclays Capital September 2008 - January 2013
Lehman Brothers 2007 - 2008
Lehman Brothers July 2005 - July 2007
Skills
Valuation, Financial Modeling, Capital Markets, Portfolio Management, Investments, Investment Banking, Real Estate, Bloomberg
Education
Georgetown University 2001 — 2005
B.S., Finance, Management
Baby Does NYC October 2013 - Present
Tradition January 2010 - Present
IRC Securities January 2009 - Present
Bond New York June 2008 - Present
Tocqueville Asset Management 2005-2008 March 2005 - March 2008
2004 March 2004 - August 2004
The Griswold Company January 2003 - January 2004
CIBC World Markets January 2000 - January 2003
Brown Brothers Harriman January 1998 - January 2000
Lehman Brothers 1992 - 1995
Skills
Client Service, Direct Sales, Securities, Customer Relations, Equity Trading, Prospecting, Real Estate, Financial Modeling, Sales, Equities, Hedge Funds, Trading, Mutual Funds, Asset Managment, Financial Services, Investments, Finance, Contract Negotiation, Equity Research, Qualifying Prospects, Customer Service, CRM, Marketing, New Business Development, Accounts Receivable
Education
Lehman Brothers Equity Training 1992 — 1993
Lehman Brothers Equity Training Program, Sales and Trading Training Course
Georgetown University 1985 — 1989
B.A., American Government
Red Bank Catholic 1981 — 1985
College Prep, 1985
Fidelity Investments June 2008 - Present
Lehman Brothers 2000 - 2007
Skills
Series 7, Securities
Education
Georgetown University 1996 — 2000
Bachelor of Science (BS), Political Science and Government
Middlesex School 1993 — 1996
Major Investment Bank March 2009 - Present
Goldman Sachs October 2005 - February 2009
Lehman Brothers August 2002 - September 2005
Microsoft January 1999 - July 2002
Education
Georgia Institute of Technology
MS, Computer Science
Indian Institute of Technology, Bombay
Computer Science
Ropes & Gray LLP November 2011 - Present
Ropes and Gray May 2010 - July 2010
Massachusetts Bay Transportation Authority May 2009 - August 2009
Lehman Brothers June 2007 - August 2007
Education
Georgetown University Law Center 2008 — 2011
J.D. Candidate 2011, Law
Tufts University 2004 — 2008
B.A., Economics and Child Development
Providence Equity Partners - Credit Platform April 2012 - Present
CCMP Capital July 2011 - April 2012
CCMP Capital July 2008 - July 2011
Lehman Brothers July 2006 - June 2008
Skills
Private Equity, LBO, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Due Diligence, Equities, Capital Markets, Corporate Finance, Alternative Investments, Venture Capital
Education
Georgetown University - The McDonough School of Business 2002 — 2006
Bachelor of Arts in Business Administration, Finance, International Business
The Peddie School 1998 — 2003
Highschool Diploma
Med-Metrix April 2014 - Present
Huron Consulting Group April 2012 - April 2014
Memorial Sloan-Kettering Cancer Center September 2009 - January 2012
Georgetown Lombardi Comprehensive Cancer Center January 2009 - May 2009
Goldman Sachs June 2008 - August 2008
Lehman Brothers January 2008 - April 2008
Skills
Healthcare, Data Analysis, Research, Financial Analysis, Microsoft Excel, Portfolio Management, Healthcare Management, Policy, Financial Modeling, Analysis
Education
Georgetown University 2005 — 2009
The Peddie School
William Blair & Company February 2015 - Present
William Blair & Company February 2013 - February 2015
William Blair & Company June 2011 - February 2013
Oppenheimer & Co. January 2008 - May 2011
CIBC World Markets February 2006 - January 2008
Lehman Brothers January 2005 - February 2006
FBR February 2000 - January 2005
Skills
Series 7, Equities, Series 63, Alternative Investments, Investments, Capital Markets, Investment Banking, Valuation, Financial Modeling, Securities, Portfolio Management, Equity Research, IPO, M&A experience, LBO, Private Equity, Corporate Finance, Due Diligence, Strategic Alliances, Venture Capital, Bloomberg
Education
Georgetown University 1997 — 1999
Bachelor of Science (B.S.), Finance, General
University of Maryland - Robert H. Smith School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, General
The Corcoran Group 2009 - Present
McKinsey & Company 2012 - 2013
Citigroup 2004 - 2008
Citigroup 2000 - 2004
Citigroup 1994 - 1999
Lehman Brothers 1983 - 1992
Smith Barney, Harris Upham 1980 - 1982
Skills
Real Estate, Residential Homes, Real Estate Transactions, Real Estate Financing, Real Estate Investing, Buyer Representation, Seller Representation, Townhomes, Financial Analysis, Negotiation, Valuation, Investment Properties
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance and Accounting
Georgetown University 1973 — 1977
BA, Political Science and Economics
The London School of Economics and Political Science (LSE) 1975 — 1976
General Course, Economics
Woodlands Commercial Bank f/k/a Lehman Brothers Commercial Bank November 2005 - December 2012
Woodlands Commercial Bank f/k/a/ Lehman Brothers Commercial Bank September 2008 - May 2012
Lehman Brothers May 2006 - September 2008
American Express Bank, FSB October 2002 - November 2005
American Express Centurion Bank September 1999 - September 2002
American Express Centurion Bank September 1995 - September 1999
GE Capital Financial February 1994 - September 1995
Skills
Successfully concluded..., Oversaw the formation..., Loans, Banking, Credit, Credit Risk, Credit Cards, Credit Analysis, Policy, Management, Risk Management, Business Planning
Education
Georgetown University 2015 — 2015
Nonprofit Management Certification Program
Idaho State University 1981 — 1984
Bachelor's degree, Finance and minor in Accounting
University of Utah 1980 — 1981
General Studies
UBS Global Asset Management July 2007 - Present
Nicholas Applegate Capital Mgmt March 2006 - June 2007
Globalvest Management October 2003 - January 2005
ABN AMRO Bank (Brazil) July 1997 - June 2000
Lehman Brothers June 1995 - June 1997
Skills
Emerging Markets, Equities, Portfolio Management, Investment Banking, Finance, Hedge Funds, Investments
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA / MA
Georgetown University 1990 — 1994
BA
Reingold, Inc. December 2014 - Present
Daikoku Design LLC October 2013 - Present
AeroArt International 1994 - Present
NCTA September 2012 - September 2013
Simplexity January 2008 - September 2012
AeroArt Publishing 2003 - 2009
InPhonic 2006 - 2007
Fuseas Ltd. 2005 - 2005
Lehman Brothers 2001 - 2002
Skills
Project Management, Software Development, Online Marketing, PHP, MySQL database design, LAMP, Software Architecture, Server Engineering, Print Design, Graphic Design, Email Marketing, Product Marketing, Employee Management, JavaScript, Advanced CSS, CSS, HTML, XML, Photography, Product Photography, Color Correction, Linux Server, BASH Scripting, ActionScript, Training & Development, Team Building, Team Management, Cross-functional Team..., Enterprise Content..., Content Management, Critical Thinking, Problem Solving, Product Development, Apache, Corporate Branding, Team Leadership, Technical Leadership, Technical Management, Documentation, Technical Documentation, Print Collateral, print advertisement, Magazine Ads, Adobe Creative Suite, Photoshop, PowerPoint, InDesign, Flash, Microsoft Office, Online Advertising
Education
George Mason University 1999 — 2003
BA Integrative Studies, Global Business & Visual Technology
Cognizant Technology Solutions January 2012 - Present
Lee Hecht Harrison January 2009 - January 2012
Lehman Brothers December 2006 - September 2008
CTPartners September 2005 - December 2006
Mestel & Company October 2001 - August 2005
Heidrick & Struggles January 2000 - September 2001
Holland & Knight LLP September 1994 - December 1999
Weil Gotshal and Manges June 1991 - August 1991
Skills
Recruiting, Executive Search, Talent Acquisition, CRM, Negotiation, Strategy, Applicant Tracking..., Sourcing, Talent Management, Corporate Recruiting, Team Management, Leadership, Outsourcing, Performance Management, Consulting, Employee Benefits, Onboarding, Temporary Placement
Education
Georgetown University
Bachelor of Science, School of Foreign Service
Hunter College High School
H.S. Diploma
New York University School of Law
Doctor of Law (J.D.)
Université de Jean Moulin (Lyon III)
Junior Year Abroad
Sun Capital Partners July 2005 - Present
Lehman Brothers 2002 - 2004
Education
Georgetown University - The McDonough School of Business 1998 — 2002
Citibank July 2015 - Present
Citibank July 2013 - July 2015
Citibank December 2009 - June 2013
Citigroup July 2006 - December 2009
Lehman Brothers June 2005 - August 2005
Fleet Bank July 2000 - May 2004
Skills
Portfolio Management, Risk Analytics, Fixed Income, Credit Risk, Risk Management, Financial Modeling, Financial Analysis, Forecasting
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance
University of Michigan 1996 — 2000
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance/Accounting
The Ayco Company August 2008 - Present
Lehman Brothers August 2005 - April 2008
Education
Georgetown University 1999 — 2003
StepStone Group LLC 2009 - Present
TUDOR INVESTMENT CORPORATION 2008 - 2008
Lehman Brothers Merchant Banking 2007 - 2008
Lehman Brothers 2005 - 2007
Education
Bronx H.S. of Science
Georgetown University
BA, Government
Valinor Management May 2007 - Present
Bridger Capital May 2006 - August 2006
Lehman Brothers July 2001 - June 2005
Skills
Hedge Funds, Equities, Investments
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 1997 — 2001
J.G. Wentworth Home Lending, Inc. August 2015 - Present
WestStar Mortgage August 2013 - August 2015
Fairway Independent Mortgage Corporation November 2012 - August 2013
Wells Fargo Home Mortgage November 2009 - November 2012
Freddie Mac May 2007 - May 2008
Hyland Financial Services February 2004 - January 2007
Guardian Mortgage Documents November 2002 - January 2004
Lehman Brothers December 1999 - April 2002
Freddie Mac 1995 - 1999
Standard Federal Savings Bank 1983 - 1988
Skills
Analysis, Credit, Business Development, Cross-functional Team..., Financial Analysis, Leadership, Management, Loans, Mortgage Banking, Mortgage Lending, Program Management, Risk Management, Start-ups, Strategic Planning, Strategy, Investments, Sales, Marketing, Financial Risk
Education
George Mason University 1980 — 1983
BS Finance, Finance, Economics
Bishop Ireton High School
High School Diploma
Neuberger Berman August 2011 - Present
Neuberger Berman February 2005 - Present
Lehman Brothers July 2002 - January 2005
Lehman Brothers Communications Fund July 2000 - June 2002
Merrill Lynch July 1998 - June 2000
Education
Georgetown University 1994 — 1998
BSFS, International Economics
Citi October 2008 - Present
Lehman Brothers July 2007 - October 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Equities, Corporate Finance, LBO, Due Diligence
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelor of Science, Finance
Brunswick School 1999 — 2003
Grassroots Jerky Inc. January 2011 - Present
FindTheBest December 2013 - January 2015
Samasource July 2012 - December 2013
Perella Weinberg Partners November 2008 - July 2010
Lehman Brothers July 2007 - November 2008
Bank of America June 2006 - August 2006
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Development, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Mergers, Finance, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship
Education
Georgetown University 2003 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Kent School 1999 — 2003
CIT January 2013 - Present
Gupton Marrs International August 2012 - December 2012
Morgan Stanley January 2002 - April 2012
Morgan Stanley 1998 - 2002
Morgan Stanley 1994 - 1998
Lehman Brothers 1993 - 1994
Morgan Stanley 1991 - 1994
Georgia Department of Transportation 1989 - 1991
Skills
Vendor Management, Customer Relations, Operational Risk, Risk, Program Management, Project Planning, Project Implementation, Project Coordination, Budget Management, Business Analysis, Quality Assurance, Basel II, Sarbanes Oxley, Technology Evaluation, Internal Audit, Business Continuity, Staff Mentoring, Presentation Development, Matrix Management, Enterprise Risk..., Negotiation, Risk Assessment, Issues Management, Incident Management, GRC, Series 7, Strategy, SDLC, Outsourcing, Operational Risk..., Budgets, Customer Service, Financial Risk, PMO
Education
Georgia Institute of Technology 1983 — 1988
BS, Civil Engineering
Fairmount Country Store October 2013 - Present
Aksia June 2009 - September 2013
Barclays Capital 2008 - 2009
Lehman Brothers February 1987 - September 2008
Skills
Hedge Funds, Institutional..., Investor Relations, Alternative Investments, Equities, Capital Markets, Structured Products, Portfolio Management, Due Diligence, Fixed Income, Asset Allocation, Private Equity
Education
Georgetown University 1982 — 1986
BSBA, Finance
Jazz Pharmaceuticals August 2014 - Present
University of Michigan Life Sciences Institute 2005 - Present
Geron Corporation December 2012 - July 2014
Human Genome Sciences August 2011 - November 2012
Vega Therapeutics, Inc. 2009 - August 2011
Proteolix, Inc February 2009 - January 2010
Lehman Brothers June 2002 - May 2007
Immunex December 1999 - June 2001
JP Morgan June 1993 - June 1997
Skills
Biotechnology, Pharmaceutical Industry, Corporate Development, Lifesciences, Clinical Development, Oncology, Venture Capital, Due Diligence, Drug Discovery, Clinical Trials, Start-ups, Mergers & Acquisitions, Biopharmaceuticals, Commercialization, Regulatory Affairs, Strategy, Technology Transfer, Medical Devices, Drug Development, Business Development, FDA
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
The University of Chicago 1980 — 1985
AB, Biology
Georgetown University School of Medicine
Medicine/Cell Biology
Morgan Stanley May 2006 - Present
Lehman Brothers 2005 - April 2006
Simpson Thacher & Bartlett LLP 2000 - 2005
Skills
High Yield, Leveraged Finance, LBO, Capital Markets, Private Equity, Securities, Investment Banking, IPO, Corporate Finance
Education
Georgetown University Law Center 1997 — 2000
JD, Law
Vanderbilt University
BA
Churchill Asset Management April 2015 - Present
BDCA January 2013 - April 2015
BDCA January 2013 - January 2015
Churchill Financial April 2007 - November 2011
CapitalSource 2005 - 2007
Bank of Ireland March 2003 - April 2005
Lehman Brothers 2001 - 2003
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Finance, Investments, Management
Education
Georgetown University 1997 — 2001
Bachelor of Science, Accounting
New York Liquidation Bureau 2009 - Present
Lehman Brothers November 2007 - May 2008
XL Capital 2005 - 2007
XL Capital Assurance 2001 - 2005
The Chase Manhattan Bank 1999 - 2000
Bankers Trust 1996 - 1999
MetLife 1994 - 1996
Morgan Stanley 1989 - 1992
Skills
Operational Risk, Risk Management, Finance, Corporate Finance, Portfolio Management, Restructuring, Financial Analysis, Insurance, Investments, Capital Markets, Financial Modeling, Liquidity Management, Management, Treasury, Due Diligence, Cross-functional Team..., Equities, Asset Managment, Executive Management, Fixed Income, Structured Finance, Financial Reporting, Securitization, Securities, Private Equity, Enterprise Risk..., Hedge Funds, Financial Institutions, Financial Risk, ABS, Derivatives, Business Continuity, Budgets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA, Accounting
Gridiron Capital LLC July 2015 - Present
The Wharton School July 2013 - May 2015
Chobani June 2014 - August 2014
Vestar Capital Partners August 2010 - June 2013
Barclays Capital September 2008 - June 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - July 2007
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2004 — 2008
B.S. in Business Administration
All Saints' Academy 2000 — 2004
Wells Capital Management Co-headWells Capital Management2004 - Present
Lehman Brothers 2000 - 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Georgia Institute of Technology 1985 — 1990
Bs, Industrial Engineering
Barclays Capital September 2008 - Present
Lehman Brothers April 2007 - September 2008
Amaranth LLC 2006 - 2007
Education
Georgetown University 1994 — 1997
Personalized Travel Consultants January 2011 - Present
Panorama Capital June 2005 - December 2010
Tuck School of Business - Center for Private Equity August 2003 - May 2005
Lehman Brothers December 2000 - May 2003
Education
Georgetown University - The McDonough School of Business 1994 — 1998
BSBA - Summa Cum Laude, Accounting
St. Ignatius College Preparatory 1990 — 1994
Merrill Lynch July 2015 - Present
Barclays September 2008 - April 2015
Lehman Brothers 1998 - 2008
Skills
Fixed Income, Equities, Investments, Capital Markets, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Financial Modeling, Financial Services
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Georgetown University 1994 — 1998
BA, English
Goldman Sachs June 2013 - Present
Barclays Capital June 2010 - June 2013
Millennium Management 2009 - 2010
R3 Capital (spin out from Lehman Brothers prop) 2008 - 2009
Lehman Brothers 2001 - 2008
Skills
Capital Markets, Fixed Income, Financial Modeling, Investment Banking, Investments, Hedge Funds, Derivatives, Valuation, Bloomberg, Trading, Financial Analysis, Portfolio Management, Bonds, Credit Derivatives, Financial Markets, Alternative Investments, Credit, Asset Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Austin Scholar
Georgetown University 1997 — 2001
Bachelor's Degree, Economics, French, summa cum laude
Lehman Brothers Special EducationCentreville High SchoolSeptember 2003 - June 2004
Education
George Mason University
Psychology
Cigna December 2013 - Present
The Hartford August 2011 - December 2013
Vanguard July 2009 - July 2011
The Carlyle Group September 2008 - May 2009
Lehman Brothers June 2008 - August 2008
McKinsey & Company September 2004 - July 2007
Education
Georgetown University 2007 — 2009
Lehigh University
Kohl's Department Stores March 2014 - Present
Kohl's Department Stores September 2011 - March 2014
Operations Concepts, Inc. April 2009 - September 2011
Kimberly-Clark May 2008 - January 2009
Lehman Brothers July 2006 - July 2007
Skills
Operations Research, Supply Chain Management, Lean Manufacturing, Industrial Engineering, Supply Chain, Process Improvement, Supply Chain..., Manufacturing, Project Management, Data Analysis, Project Planning, Leadership
Education
Georgia Institute of Technology 2007 — 2008
MS, Industrial and Systems Engineering
VJTI, Mumbai University 2002 — 2006
BEngg., Production Engineering
St. Xaviers Mumbai 2000 — 2002
2002
FBR CAPITAL MARKETS February 2009 - Present
U.S. Department of Energy May 2008 - January 2009
Lehman Brothers April 2005 - March 2008
CONGRESSMAN DUNCAN HUNTER July 2004 - April 2005
CONGRESSMAN J.D March 2003 - July 2004
Public Opinion Strategies May 2001 - March 2003
Skills
Policy Analysis, Energy Policy, Environmental Policy, Equity Research, OPEC, Oil & Gas, Analysis, Strategy, International Relations, Environmental Regulation, Politics, Research, Energy Economics, Energy, Proposal Writing, Leadership, Economics, Climate Change, Public Policy, Legislative Relations, Legislation, Financial Modeling, Capital Markets, Government, Strategic Communications, Equities, Renewable Energy Policy, Policy, Opinion Polling, Political Polling
Education
Georgetown University 1999 — 2001
Bachelor of Arts, Government
Barclays September 2008 - Present
Lehman Brothers 2004 - 2008
Education
Georgetown University 1995 — 1999
PwC December 2008 - Present
Lehman Brothers May 2006 - September 2008
Lehman Brothers May 2004 - May 2006
Education
The New School 2008 — 2011
MS, Organizational Change Management
Georgetown University 1999 — 2003
B.S.B.A., Human Resource Management and International Business
Generator Ventures May 2014 - Present
Aging2.0 August 2012 - Present
Innovate50 September 2011 - Present
(r)evolution August 2010 - October 2011
NeoCORTA June 2009 - August 2010
Georgia State University August 2009 - May 2010
Lehman Brothers July 2001 - March 2004
Skills
Product Innovation, Business Strategy, Strategic Planning, Research, Healthcare, Marketing Strategy, Strategy, Management Consulting, Market Research, Public Speaking, Product Development, Entrepreneurship, Qualitative Research, Start-ups, Leadership, Business Development, Marketing, Competitive Analysis, Innovation
Education
University of Southern California 2006 — 2009
Ph.D., Gerontology
Georgia Institute of Technology 2007 — 2007
Visiting Pre-Doctoral Scholar, Human Factors and Aging Lab
University of Southern California 2004 — 2006
MS, Gerontology
University of Virginia 1997 — 2001
BS, Systems Engineering
Lincoln International May 2008 - Present
Miller Buckfire 2004 - 2008
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Mergers, LBO, M&A experience, Capital Markets, Corporate Finance, Leveraged Finance, Business Valuation, Venture Capital
Education
Harvard Business School 1992 — 1994
MBA
Georgia Institute of Technology 1985 — 1989
BS, Applied Biology, Management
Harbor Group November 2014 - Present
HGI Capital Management, LLC April 2015 - Present
Fusion 2013 - November 2014
Cochran Law Firm, P.C. 2013 - 2014
FerrisWinder, PLLC 2011 - 2013
Richmond, VA 2006 - 2011
Lehman Brothers 2005 - 2005
McKee Nelson 2001 - 2003
Sidley Austin 1999 - 2001
Skills
Corporate Law, Contract Law, Litigation, Bankruptcy, Contract Negotiation, Corporate Governance, Due Diligence, Business Formation, Licensing, Insurance Law, Legal Writing, Legal Research
Education
Washington and Lee University School of Law 2003 — 2006
Juris Doctor, Law
Georgetown University 1995 — 1999
B.A., History, Government
Imperial Capital March 2011 - Present
CF Global Trading April 2010 - March 2011
Citi Investment Research 2005 - February 2010
Citigroup February 2004 - May 2005
Criterion Research Group 2003 - 2004
Lehman Brothers 1997 - 2003
Credit Suisse 1994 - 1997
Thomson BankWatch 1989 - 1994
Skills
Fixed Income
Education
Georgetown University
BS, Mandarin Chinese; Asian Foreign Policy
U.S. Securities and Exchange Commission August 2014 - Present
Federal Bureau of Investigation (FBI) August 2013 - August 2014
Executive Office of the President -The White House August 2011 - August 2013
CACI June 2009 - August 2011
Guidance Software November 2007 - June 2009
Guidance Software, Professional Services Division 2007 - June 2009
Lehman Brothers 2006 - 2007
Skills
Computer Forensics, EnCase, Litigation Support, memory forensics, Email Forensics, Internet Forensics, Reverse Engineering, E-Discovery Consulting, Computer Security, Security, Information Security, Network Security, Information Security..., Vulnerability Assessment, Private Investigations, Cybercrime, Fraud, Security Audits
Education
George Mason University 2010 — 2012
Masters, Computer Forensics
Saint John's University 2005 — 2007
BS, Computer Information Systems
State University of New York - System
Associates, Computer Information Systems
JPMorgan Chase June 2013 - May 2014
JPMorgan Chase September 2011 - June 2013
JP Morgan Chase August 2009 - August 2011
UBS AG January 2007 - August 2007
Lehman Brothers December 2006 - January 2007
Office of Senator Thomas R. Carper September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Mergers & Acquisitions, Analytics, Finance, Portfolio Management, Equity Research, FX Options, Mutual Funds, Analysis, Equities, Investments, Corporate Finance
Education
Georgetown University
BSBA, Finance and International Business
Stanford University 2009 - 2012
China Growth Capital August 2010 - September 2010
Morgan Stanley July 2007 - July 2009
Lehman Brothers 2006 - 2006
United States Senate, Office of Senator Hillary Rodham Clinton (D-NY) 2005 - 2005
Skills
Venture Capital, Entrepreneurship, Start-ups, Financial Modeling, Strategy, Business Strategy, Product Management, Private Equity, Analytics, Competitive Analysis, Corporate Development, Mergers, Valuation, Management Consulting, Data Analysis, Business Development, Investment Banking, Cross-functional Team..., Due Diligence, Product Development, PHP, MySQL, MongoDB, Java, JavaScript, HTML, CSS, LAMP
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Stanford University 2011 — 2012
MS, Electrical Engineering
Harvard University 2010 — 2015
ALM (Masters), Information Technology
Georgetown University 2003 — 2007
BSBA, Finance and International Business
London School of Economics and Political Science 2005 — 2006
Accounting and Finance
Barclays Capital 2008 - Present
Lehman Brothers June 2000 - September 2008
Sanford Bernstein 1996 - 2000
Bankers Trust July 1986 - April 1996
Skills
Equities, Strategy, Investment Banking, Capital Markets, Fixed Income, Prime Brokerage, Financial Modeling, Management, Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Business
Georgetown University 1982 — 1986
BSBA, Finance
The Ursuline School 1978 — 1982
ASG Software Solutions September 2015 - Present
Sabbatical May 2015 - September 2015
Micro Focus November 2014 - April 2015
The Attachmate Group August 2006 - November 2014
Vignette Corporation 2000 - 2006
Morgan Stanley June 1996 - April 2000
Lehman Brothers 1993 - 1996
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Georgetown University 1985 — 1989
BS
Cardinal Newman High School
Wynnebrook
Barclays Capital September 2008 - Present
Barclays Capital September 2008 - Present
Lehman Brothers 1995 - 2008
Kidder, Peabody 1990 - 1995
Drexel Burnham 1989 - 1990
Skills
High Yield, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Private Equity, Equities, LBO, Special Situations, Leveraged Finance, Financial Structuring, Valuation, Derivatives, Alternative Investments, Corporate Finance, Bonds, Financial Modeling, Credit Derivatives, Structured Finance, Emerging Markets, Capital Structure, Equity Derivatives, Bloomberg, Structured Products
Education
Georgetown University 1985 — 1989
BA, Economics
Iona Prep 1981 — 1985
Goldman Sachs October 2009 - Present
Barclays Capital October 2008 - June 2009
Lehman Brothers July 2008 - September 2008
ARPC November 2007 - May 2008
Education
Georgetown University 2005 — 2008
B.A., Mathematics, Economics
Credit Suisse September 2010 - June 2013
Barclays Capital September 2009 - August 2010
Barclays Capital September 2008 - September 2009
Lehman Brothers September 2005 - September 2008
Lehman Brothers July 2003 - September 2005
Lehman Brothers June 2002 - August 2002
Education
Georgetown University 1999 — 2003
BS, Accounting, Finance
Gordian Group, LLC January 2015 - Present
Capstone Advisory Group March 2009 - December 2014
Neuberger Berman January 2008 - February 2009
Lehman Brothers July 2005 - December 2007
Skills
Private Equity, Restructuring, Leveraged Finance, Bankruptcy, Workout, Mergers & Acquisitions, High Yield, Capital Budgeting, Strategic Financial...
Education
Georgetown University 2001 — 2005
Bachelors, Economics and History
Georgetown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
St Peter's Prep
St Peter's Prep
BlackRock January 2002 - Present
Credit Suisse First Boston 1999 - 2001
Lehman Brothers 1994 - 1999
Bear Stearns 1991 - 1994
Skills
Equities, Financial Analysis, Financial Markets, Securities, Electronic Trading, Strategy, Latin America, ETFs, Asset Allocation, Capital Markets, Equity Valuation, Wealth Management, Trading Systems, Mutual Funds, Hedge Funds, Structured Products, Bonds, FX Options, Economics, Investor Relations, Business Strategy, Corporate Governance, Fixed Income, Risk Management, Derivatives, IPO, Due Diligence
Education
Georgetown University - The McDonough School of Business 1987 — 1991
BSBA, Finance and International Management
Stamford High School 1983 — 1987
Wilson Elser April 2015 - Present
United States District Court, Northern District of New York June 2013 - February 2014
Georgetown University Criminal Justice Clinic August 2011 - May 2012
King County District June 2011 - August 2011
Commodity Futures Trading Commission October 2010 - December 2010
New York City Civil Court June 2010 - August 2010
St. John's University School of Law June 2010 - August 2010
Barclays Capital October 2008 - January 2009
Lehman Brothers June 2007 - October 2008
Skills
Legal Writing, Trials, Hearings, Criminal Law, Motions, Legal Research, Litigation
Education
Georgetown University Law Center 2010 — 2012
J.D., Law
St. John's University School of Law 2009 — 2010
Law
University at Buffalo 2000 — 2005
B.A., Philosophy and Political Science, with a concentration in Public Law
shenendehowa
Barclays Capital May 2010 - Present
Vornado Realty Trust December 2008 - May 2010
Lehman Brothers August 2006 - October 2008
Vornado Realty Trust December 2004 - July 2006
Education
Georgetown University 1998 — 2002
B.S.B.A., Finance and Accounting
St. Joseph High School 1994 — 1998
JP Morgan August 2009 - Present
UBS Wealth Management May 2006 - July 2009
Northern Trust Global Investments June 1999 - May 2006
Credit Suisse Asset Management/BEA Associates February 1997 - April 1999
First Chicago June 1990 - January 1996
Lehman Brothers 1988 - 1990
Manufacturers Hanover Trust May 1981 - July 1986
Skills
Portfolio Management, Investments
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
MPA, International Finance and Economics
Georgetown University 1975 — 1979
BSFS, Russian Area Studies
Southfield-Lathrup High School
Sponsors for Educational Opportunity August 2014 - July 2015
Barclays Capital February 2012 - June 2014
Barclays Capital July 2009 - February 2012
Lehman Brothers May 2008 - July 2008
Skills
Risk Management, Financial Structuring, Bloomberg, Investment Banking, Financial Modeling, Valuation, Capital Markets, Equities, Fixed Income, Corporate Finance, Financial Analysis, Derivatives, Private Equity, Investments, Hedge Funds, DCF, Due Diligence, Series 7, Bloomberg Terminal
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2005 — 2009
BSc, Finance
Goldman Sachs September 2009 - Present
Barclays Wealth September 2008 - August 2009
Lehman Brothers March 2005 - September 2008
Goldman Sachs January 2001 - February 2005
Skills
Marketing, Business Strategy, Private Equity, Hedge Funds, Investment Banking, Asset Management, Capital Markets, Fixed Income, Investment Management, Investments, Portfolio Management, Valuation, Alternative Investments
Education
Georgetown University
B.A., Government
University of Miami
New York Law School July 2008 - Present
Lehman Brothers January 1993 - May 2008
The Clearing Corporation 2006 - 2008
Vedder Price, P.C. March 1985 - December 1992
Education
Georgetown University Law Center 1973 — 1975
LLM in Tax, Tax
The George Washington University Law School 1970 — 1973
JD
University of Illinois at Urbana-Champaign 1966 — 1970
BA, Political Science
Credit Suisse September 2008 - Present
Lehman Brothers 2004 - 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Fixed Income
Education
Georgetown University 2000 — 2004
B.A., Political Economy
The London School of Economics and Political Science (LSE) 2002 — 2003
General Course, IR, Economics, Finance
Warwick Company (US) Limited April 2014 - Present
Warwick Re Limited April 2014 - Present
Citigroup July 2010 - April 2014
Stroock & Stroock & Lavan LLP February 2009 - July 2010
Citigroup June 2006 - February 2009
Lehman Brothers 1999 - 2006
Skills
Hedge Funds, Securitization, Private Equity, Insurance, Reinsurance, Securities Regulation, Bonds, Structured Finance, ALM, Mergers, Banking, Finance, Fixed and Variable..., Capital Markets
Education
Georgetown University Law Center 2004 — 2005
LLM, Masters, Securities and International Law
Nottingham Law School
Bachelor of Laws (LL.B.)
Ratcliffe College
Morgan Stanley ED, Corporate AccessMorgan StanleyMay 2004 - Present
Lehman Brothers May 1998 - July 2003
Education
Georgetown University
Finance
Ikamva Labantu June 2013 - August 2013
Credit Suisse November 2009 - May 2012
PricewaterhouseCoopers July 2008 - November 2009
Lehman Brothers May 2007 - July 2007
Education
Boston College 2014 — 2018
Doctor of Philosophy (PhD), Organizational Behavior Studies
University of Notre Dame 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2004 — 2008
BA, finance and accounting
The Pingry School 1998 — 2004
BNY Mellon Asset Management March 2011 - Present
Global Capital Markets Consulting Co. January 2009 - March 2011
Barclays Capital September 2008 - January 2009
Lehman Brothers May 1992 - September 2008
Kidder Peabody November 1983 - May 1992
Moody's Investors Service June 1978 - November 1983
Foreign Credit Insurance Association August 1975 - September 1977
Skills
Fixed Income, Capital Markets, Management, Hedge Funds, Derivatives, Equities, Structured Products, Bloomberg, Portfolio Management, Asset Management, Bonds, Investment Banking, Trading, Credit Derivatives, Valuation
Education
The New School 1975 — 1978
Economics
Georgetown University
A.B., Economics
GC Securities (part of Guy Carpenter May 2008 - Present
Lehman Brothers August 1999 - January 2008
Office of the Comptroller of the Currency 1994 - 1997
Skills
Insurance, Underwriting, Solvency II, Financial Modeling, Enterprise Risk..., Investments, Structured Products, Captives, Investment Banking, Alternative Investments, Hedge Funds, Brokers, Financial Structuring, Capital Markets, Risk Management, Financial Risk
Education
University of Rochester - Simon Business School 1997 — 1999
MBA, Finance, Accounting
George Mason University 1993 — 1996
M.S., Statistics
Virginia Polytechnic Institute and State University 1989 — 1993
B.S., Statistics, Economics
Centerview Partners July 2015 - Present
Latham & Watkins July 2014 - June 2015
Cravath, Swaine & Moore LLP 2012 - July 2014
Cravath, Swaine & Moore LLP May 2011 - August 2011
US Securities and Exchange Commission May 2010 - August 2010
Lehman Brothers May 2008 - August 2008
Navigators LLC May 2006 - August 2006
Education
Georgetown University Law Center 2009 — 2012
Doctor of Law (JD), cum laude
Georgetown University - The McDonough School of Business 2005 — 2010
BSBA, Finance and International Business, magna cum laude
One William Street Capital April 2008 - Present
Lehman Brothers March 1998 - March 2008
Education
University of Michigan 1995 — 1996
MS, Engineering & Management
Georgia Institute of Technology 1993 — 1995
BS, Civil Engineering
Saint Joseph Antoura
DreamWorks Animation April 2015 - Present
DIRECTV September 2014 - April 2015
DIRECTV May 2014 - September 2014
DIRECTV June 2013 - May 2014
DIRECTV June 2012 - June 2013
Steel Partners June 2011 - October 2011
Kirtland Capital Partners September 2006 - December 2009
Lehman Brothers 2005 - 2006
Skills
Venture Capital, Valuation, Finance, Due Diligence, Strategic Financial..., Corporate Finance, Private Equity, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investments, Competitive Analysis, Investment Banking, Strategy, Management
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Georgetown University 2002 — 2005
BSBA, Finance, Accounting
Oasis Management Company Ltd. 2005 - Present
Lehman Brothers 2004 - 2005
Skills
Equities, Hedge Funds, Venture Capital, Alternative Investments, Capital Markets, Bloomberg, Private Equity, Equity Derivatives, Derivatives, Investments, Asset Management
Education
Georgetown University - The McDonough School of Business 2001 — 2004
BS, Finance, International Business
Ambac November 1998 - January 2010
Lehman Brothers January 1994 - November 1998
Donaldson, Lufkin & Jenrette September 1986 - January 1994
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Georgetown University 1978 — 1982
BA, Economics
The Lawrenceville School 1973 — 1974
Scotiabank 2014 - Present
Banco Santander July 2011 - 2014
Barclays Capital 2008 - 2011
Lehman Brothers 2007 - 2008
Teach For America 2006 - 2008
Skills
Latin America, Equities, Capital Markets, Bloomberg, Investment Banking, Spanish, Financial Markets, Investments
Education
Georgetown University
M.A.
Smith College
B.A.
JMP Securities September 2007 - Present
JMP Securities September 2007 - Present
Lehman Brothers April 2005 - May 2007
UBS January 2001 - March 2005
Skills
Corporate Finance, Advisory Work, Mergers, Investment Banking, Capital Markets, Equities, Valuation, M&A experience, Financial Analysis, Fixed Income, Private Placements, Series 7
Education
Georgetown University 1989 — 1993
Bachelor of Arts (B.A.), Major in History with a concentration in Economics
St Joseph's Prep 1986 — 1989
Barclays Investment Bank April 2013 - Present
Barclays Investment Bank November 2008 - March 2013
Lehman Brothers October 2006 - September 2008
JP Morgan Private Bank April 2004 - October 2006
JP Morgan Chase September 2000 - April 2004
Verizon Wireless July 1997 - September 2000
Bell Atlantic NYNEX Mobile July 1995 - July 1997
NYNEX Mobile Communications October 1993 - July 1995
NYNEX Mobile Communications May 1991 - September 1993
Skills
Business Analysis, CRM, Change Management, Customer Service, Employee Training, Financial Analysis, Financial Modeling, Financial Services, Investment Banking, Leadership, Leadership Development, Management, Management Consulting, Marketing, Onboarding, Organizational..., PMO, Performance Management, Process Improvement, Program Management, Project Management, Risk Management, SDLC, Strategy, Talent Management, Team Leadership, Telecommunications, Training, Training Delivery, Vendor Management, Analysis, Business Process..., Team Management
Education
Columbia University
Georgetown University
Capital Group 2014 - Present
TPG Capital 2010 - 2013
TA Associates 2009 - 2010
Lehman Brothers 2007 - 2009
Skills
Private Equity, Valuation, Financial Modeling, LBO, Venture Capital, Investment Banking, Due Diligence, Corporate Development, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Capital Markets, M&A experience, Equities, Investments, Financial Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
BA, Economics
KPMG December 2014 - Present
Synechron 2012 - 2014
RBC Capital Markets July 2010 - September 2012
Barclays Capital December 2006 - July 2010
Lehman Brothers 2006 - 2008
Knightsbridge Solutions LLC 2002 - 2006
Goldman Sachs 2000 - 2002
Skills
Trading Systems, Data Warehousing, Big Data, Enterprise Architecture, ETL, Sybase, Market Data, Derivatives, Analytics, Master Data Management, Autosys, Business Intelligence, Oracle, Informatica, Equity Derivatives, Equities, Reference Data, Options, Hadoop, Teradata, Data Modeling, Greenplum Appliance, Netezza Appliance, SAS9.4, SAS Enterprise Miner, SAS Enterprise Guide, SAS Model Manager, SAS Scoring Accelerator, SAS in-database scoring..., SAS High Performance..., Big Data system..., UDB/DB2, SQL Server 2008, Graph Database (Neo4j,..., AWS (EC2, S3, Redshift,...
Education
George Mason University
Ph.D, Computational Statistics
University of Science and Technology of China
Barclays Capital June 2009 - Present
Lehman Brothers June 2008 - August 2008
Skills
Bloomberg, Fixed Income, Investment Banking, Derivatives, Equities, Valuation, Capital Markets, Hedge Funds, Financial Modeling, Financial Analysis
Education
Georgetown University
Regis High School
Morgan Stanley Investment Management 2011 - Present
Colchis Capital Management, LLC 2008 - 2010
CNBC 2006 - 2008
Lehman Brothers 2003 - 2005
Education
Georgetown University 1999 — 2003
BP Products North America- Integrated Supply and Trading November 2011 - December 2014
Group One Trading, LP July 2009 - July 2011
Barclays Capital October 2008 - June 2009
Lehman Brothers August 2008 - October 2008
Argonaut Capital June 2007 - August 2007
Skills
Trading, Risk Management, Analysis, Market Making, Electronic Trading, Derivatives, Hedging, Risk, Options, Research, Arbitrage, Proprietary Trading, Hedge Funds, Equity Derivatives, Volatility, Trading Strategies, Volatility Arbitrage, ETFs, Capital Markets, Traders, Liquidity, Event Driven, Control, Financial Control, Energy
Education
Georgetown University 2004 — 2008
Bachelor of Arts
andover
Dyal Capital Partners at Neuberger Berman October 2014 - Present
Tiger Bay Advisors, LLC July 2013 - October 2014
Gramercy Park Advisors LLC December 2012 - July 2013
Credit Suisse October 2008 - December 2012
Lehman Brothers August 2003 - September 2008
Compass Advisers July 1999 - August 2003
Prudential Securities July 1998 - July 1999
Skills
Equities, Investment Banking, Capital Markets, Hedge Funds, Fixed Income, Asset Management, Mergers, Strategy, Alternative Investments, Mergers & Acquisitions, Venture Capital, Emerging Markets, Private Equity
Education
Georgetown University 1994 — 1998
BSFS, International Economics
Wichita High School East
Wichita High School East
Morgan Stanley February 2006 - Present
Lehman Brothers July 2000 - February 2006
Skills
Series 7, Talent Management, Hedge Funds, Executive Pay, Deferred Compensation, Succession Planning, Fixed Income, Employee Benefits, Mergers & Acquisitions
Education
Georgetown University 1996 — 2000
BA, Psychology
Visitation
Honeywell Capital Management LLC March 2009 - Present
Savills, LLC October 2005 - March 2009
Lehman Brothers June 2002 - October 2005
Skills
Due Diligence, Real Estate, Asset Management, Portfolio Management, Valuation, Equities, Commercial Real Estate, Financial Modeling
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS in Business Administration, Finance
BlackRock April 2015 - Present
BlackRock July 2013 - April 2015
Knight Capital Group July 2011 - July 2013
Barclays Capital September 2008 - December 2010
Lehman Brothers December 2007 - September 2008
Van der Moolen May 2006 - December 2007
Van der Moolen September 1998 - May 2006
Skills
Capital Markets, Alternative Investments, Derivatives, Series 63, Equities, Series 7, Strategy, Hedge Funds, Bloomberg, Financial Modeling, Trading, Fixed Income, ETFs, Options, Equity Trading, Electronic Trading, Securities, Series 24
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance, Strategy
Georgetown University 1994 — 1998
Finance
Seton Hall Prep
BlueCrest Capital Management, LLP November 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
Fred Alger Management June 2012 - August 2012
Trilantic Capital Partners (formerly Lehman Brothers Merchant Banking) July 2007 - June 2011
Lehman Brothers June 2006 - August 2006
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Entrepreneurship
Georgetown University 2003 — 2007
Finance & Accounting
Morgan Stanley May 2006 - Present
Lehman Brothers March 2005 - May 2006
Morgan Stanley April 1998 - February 2005
Thomson Financial 1996 - 1998
Skills
Equity Derivatives, Derivatives, Series 7, Options, Structured Products
Education
Georgetown University 1991 — 1995
BA
Summit High School 1987 — 1991
Keefe, Bruyette & Woods September 2008 - June 2013
Lehman Brothers August 2003 - September 2008
Morgan Stanley March 2000 - November 2002
Micronomics, Inc. August 1997 - February 2000
Skills
Equities, Equity Research, Capital Markets, Hedge Funds, Emerging Markets, Bloomberg, Series 7, Fixed Income, Investment Banking, Valuation, Start-ups
Education
Georgetown University 1993 — 1997
BA, Economics
Longbow Capital Partners LP May 2013 - Present
Bracken Capital LLC 2008 - Present
LAMCO LLC January 2009 - July 2012
Lehman Brothers 2003 - 2007
Morgan Stanley 2000 - 2003
J.P. Morgan 1992 - 2000
Skills
Special Situations, Capital Markets, Alternative Investments, Structured Products, Derivatives, Fixed Income, Debt, Swaps, Asset Management, Trading, Hedging, Restructuring, Risk Management, Asset Managment, Hedge Funds, Equities, Investment Banking, Securities, Structured Finance, Financial Structuring, Financial Risk
Education
Georgetown University 1982 — 1986
Bachelor of Arts (B.A.), American Studies & Economics
Titan Institutional Corporation August 2010 - Present
Vister Associates January 2006 - Present
SF Associates March 2005 - July 2010
Lehman Brothers July 1999 - March 2005
Skills
Investment Banking, Hedge Funds, Fixed Income, Capital Markets, Equities, Derivatives, Private Equity, Trading Systems, Mergers & Acquisitions, Financial Services, Asset Management, SDLC, Electronic Trading, Trading, Risk Management, Financial Modeling, Portfolio Management, Vendor Management, Structured Products, Strategy
Education
Georgetown University 2002 — 2005
Doctor of Law (J.D.)
New York University, Stern School of Business 1987 — 1989
Masters of Business Administration
University of California, Berkeley 1982 — 1986
Bachelor of Science, Mathematics
TransitScreen November 2013 - Present
Friends of Rigby Foundation October 2006 - Present
Transit Treasure August 2011 - January 2013
Barclays September 2008 - August 2011
Lehman Brothers August 2007 - September 2008
TD Bank (formerly Commerce Bank) May 2005 - June 2006
Skills
Start-ups, Business Development, Management, Leadership, Statistics, Microsoft Office, CRM, Transportation Demand..., Sales, Strategic Planning, Finance, Fire Safety, Fundraising, Public Speaking, Social Media, Events, Consulting, Problem Solving, Project Management, Integrity, Results
Education
Georgetown University 2001 — 2005
Bachelor's Degree, New and Small Business Management
Bergen Catholic 1997 — 2001
High School