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
Lehman Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lehman Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Lehman Brothers Salaries. You can even request information on how much does Lehman Brothers pay if you want to. Learn about salaries, pros and cons of working for Lehman Brothers directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Christina Hsu Christina Hsu's Lehman Brothers Experience August 1997 - March 1999
Job Chief Marketing Officer at MakieLab
Industry Entertainment
Experience
MakieLab July 2015 - Present
Consultant September 2014 - Present
JumpStart - Knowledge Adventure, Inc. January 2014 - October 2014
Nickelodeon November 2010 - August 2013
Nickelodeon December 2006 - November 2010
The Walt Disney Company July 2004 - November 2006
eBay Inc. March 2000 - July 2002
The Walt Disney Company March 1999 - March 2000
Lehman Brothers August 1997 - March 1999
Education
Harvard Business School 2002 — 2004
MBA
Massachusetts Institute of Technology 1993 — 1997
B.S.
MakieLab July 2015 - Present
Consultant September 2014 - Present
JumpStart - Knowledge Adventure, Inc. January 2014 - October 2014
Nickelodeon November 2010 - August 2013
Nickelodeon December 2006 - November 2010
The Walt Disney Company July 2004 - November 2006
eBay Inc. March 2000 - July 2002
The Walt Disney Company March 1999 - March 2000
Lehman Brothers August 1997 - March 1999
Education
Harvard Business School 2002 — 2004
MBA
Massachusetts Institute of Technology 1993 — 1997
B.S.
Jennifer Smith's Lehman Brothers Experience June 2006 - August 2006
Job Greylock Partners
Industry Venture Capital & Private Equity
Experience
Greylock Partners June 2015 - Present
Coatue Management January 2015 - June 2015
McKinsey & Company July 2014 - January 2015
McKinsey & Company August 2013 - July 2014
Harvard Business School August 2011 - June 2013
McKinsey & Company June 2010 - July 2011
McKinsey & Company September 2008 - June 2010
Lehman Brothers June 2006 - August 2006
Skills
Strategic Consulting, Market Entry, Data Analysis, Market Research, Quantitative Analytics, Market Analysis, Strategic Planning, Business Development, Cross-functional Team..., Product Management, Analysis, Business Planning, Marketing Strategy, Program Management
Education
Harvard Business School 2011 — 2013
MBA
Princeton University 2004 — 2008
AB, Economics and Finance
Greylock Partners June 2015 - Present
Coatue Management January 2015 - June 2015
McKinsey & Company July 2014 - January 2015
McKinsey & Company August 2013 - July 2014
Harvard Business School August 2011 - June 2013
McKinsey & Company June 2010 - July 2011
McKinsey & Company September 2008 - June 2010
Lehman Brothers June 2006 - August 2006
Skills
Strategic Consulting, Market Entry, Data Analysis, Market Research, Quantitative Analytics, Market Analysis, Strategic Planning, Business Development, Cross-functional Team..., Product Management, Analysis, Business Planning, Marketing Strategy, Program Management
Education
Harvard Business School 2011 — 2013
MBA
Princeton University 2004 — 2008
AB, Economics and Finance
Tom Pritchard's Lehman Brothers Experience 1979 - 1982
Job President at E2 Capital Group
Industry Investment Management
Experience
E2 Capital Group 2014 - Present
GMT Capital 2011 - 2013
E2 Capital Group 2003 - 2010
Tatum CFO Partners 2000 - 2002
Arcapita Inc. 1999 - 2000
J. C. Bradford & Co. 1986 - 1997
Penwood Capital 1985 - 1985
Weiss Peck and Greer CDA 1983 - 1984
Lehman Brothers 1979 - 1982
Woodberry Forest School 1975 - 1977
Skills
Mergers & Acquisitions, Private Equity, Investments, Venture Capital, Strategic Planning, Strategy, Due Diligence, Finance, Portfolio Management, Management
Education
Harvard Business School 1977 — 1979
Master of Business Administration (M.B.A.)
University of North Carolina 1971 — 1975
Bachelor's Degree, History
The Baylor School 1969 — 1971
High School
E2 Capital Group 2014 - Present
GMT Capital 2011 - 2013
E2 Capital Group 2003 - 2010
Tatum CFO Partners 2000 - 2002
Arcapita Inc. 1999 - 2000
J. C. Bradford & Co. 1986 - 1997
Penwood Capital 1985 - 1985
Weiss Peck and Greer CDA 1983 - 1984
Lehman Brothers 1979 - 1982
Woodberry Forest School 1975 - 1977
Skills
Mergers & Acquisitions, Private Equity, Investments, Venture Capital, Strategic Planning, Strategy, Due Diligence, Finance, Portfolio Management, Management
Education
Harvard Business School 1977 — 1979
Master of Business Administration (M.B.A.)
University of North Carolina 1971 — 1975
Bachelor's Degree, History
The Baylor School 1969 — 1971
High School
Rob Atkinson Rob Atkinson's Lehman Brothers Experience May 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Computer Software
Experience
DoubleDutch June 2015 - August 2015
Bessemer Venture Partners May 2015 - June 2015
M.H. Carnegie & Co. April 2013 - June 2014
Out For Sydney 2013 - 2014
McKinsey & Company August 2010 - May 2013
J.P. Morgan May 2009 - August 2009
Lehman Brothers May 2008 - August 2008
Skills
Management Consulting, Due Diligence, Valuation, Financial Modeling, Strategy, Private Equity, Corporate Development, Investments, Corporate Finance, Business Strategy, Entrepreneurship, Analysis, Paper Craft
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
BA, Global Political Economy
DoubleDutch June 2015 - August 2015
Bessemer Venture Partners May 2015 - June 2015
M.H. Carnegie & Co. April 2013 - June 2014
Out For Sydney 2013 - 2014
McKinsey & Company August 2010 - May 2013
J.P. Morgan May 2009 - August 2009
Lehman Brothers May 2008 - August 2008
Skills
Management Consulting, Due Diligence, Valuation, Financial Modeling, Strategy, Private Equity, Corporate Development, Investments, Corporate Finance, Business Strategy, Entrepreneurship, Analysis, Paper Craft
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
BA, Global Political Economy
Michelle Li's Lehman Brothers Experience May 2007 - July 2007
Job Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2013 - Present
Nike June 2012 - August 2012
The Blackstone Group July 2008 - July 2011
The Boston Consulting Group July 2007 - September 2007
Lehman Brothers May 2007 - July 2007
Lehman Brothers July 2006 - September 2006
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Quantitative Analytics, LBO, Investment Banking, Due Diligence, Corporate Finance, Bloomberg, Stata, Investments, Economics, Equity Research, Real Estate Private..., Alternative Investments, Strategy
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Harvard University 2004 — 2008
AB, Economics
The Blackstone Group July 2013 - Present
Nike June 2012 - August 2012
The Blackstone Group July 2008 - July 2011
The Boston Consulting Group July 2007 - September 2007
Lehman Brothers May 2007 - July 2007
Lehman Brothers July 2006 - September 2006
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Quantitative Analytics, LBO, Investment Banking, Due Diligence, Corporate Finance, Bloomberg, Stata, Investments, Economics, Equity Research, Real Estate Private..., Alternative Investments, Strategy
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Harvard University 2004 — 2008
AB, Economics
Carla Scarpone Jaquess's Lehman Brothers Experience August 2000 - June 2001
Job Licensed Attorney and Accredited Proposal Manager with over 10 years of professional writing experience
Industry Writing and Editing
Experience
SagePage Consulting March 2014 - Present
The Harris Law Firm May 2007 - March 2014
Rocky Mountain Children’s Law Center August 2005 - October 2006
National Association of Counsel for Children May 2005 - August 2005
Kempe Children’s Center September 2004 - June 2005
University of Denver Sturm College of Law January 2004 - January 2005
Denver District Court - Domestic Division January 2004 - August 2004
Advocates Against Battering and Abuse January 2002 - July 2003
Lehman Brothers August 2000 - June 2001
Skills
Writing, Editing, Grant Writing, Proposal Writing, Technical Writing, Legal Writing, Nonprofits, Family Law, Hearings, Mediation, Paternity, Domestic Relations, Litigation, Trial Practice, Courts, Legal Research, Corporate Law, Civil Litigation, Divorce Law, Guardianship, Non-profits, Child Custody, Child Welfare, Child Advocacy, Child Support, CFI, Microsoft Office, Fundraising, SharePoint, Foster Care
Education
University of Denver - Sturm College of Law
Juris Doctor (J.D.), Concentration: Public Interest
University of Denver - Graduate School of Social Work
Master's Degree, Social Work, Concentration: Organizational Leadership and Policy Practice
Hamilton College
Bachelor's Degree, Philosophy
SagePage Consulting March 2014 - Present
The Harris Law Firm May 2007 - March 2014
Rocky Mountain Children’s Law Center August 2005 - October 2006
National Association of Counsel for Children May 2005 - August 2005
Kempe Children’s Center September 2004 - June 2005
University of Denver Sturm College of Law January 2004 - January 2005
Denver District Court - Domestic Division January 2004 - August 2004
Advocates Against Battering and Abuse January 2002 - July 2003
Lehman Brothers August 2000 - June 2001
Skills
Writing, Editing, Grant Writing, Proposal Writing, Technical Writing, Legal Writing, Nonprofits, Family Law, Hearings, Mediation, Paternity, Domestic Relations, Litigation, Trial Practice, Courts, Legal Research, Corporate Law, Civil Litigation, Divorce Law, Guardianship, Non-profits, Child Custody, Child Welfare, Child Advocacy, Child Support, CFI, Microsoft Office, Fundraising, SharePoint, Foster Care
Education
University of Denver - Sturm College of Law
Juris Doctor (J.D.), Concentration: Public Interest
University of Denver - Graduate School of Social Work
Master's Degree, Social Work, Concentration: Organizational Leadership and Policy Practice
Hamilton College
Bachelor's Degree, Philosophy
Jonathan Wright, MBA Jonathan Wright, MBA's Lehman Brothers Experience May 2002 - August 2002
Job Financial Advisor/ Coach
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2014 - Present
Naval Sea Systems Command August 2009 - Present
Myers Park Mortgage February 2009 - April 2010
NVR Inc/Ryan Homes July 2007 - January 2009
Northrop Grumman May 2003 - May 2007
Lehman Brothers May 2002 - August 2002
Skills
Entrepreneurship, Financial Analysis, Investments, Financial Modeling, Public Speaking, Investment Properties, Government Accounting, Financial Planning, Accounting, Financial Management, Mortgage, Valuation, Excel, Corporate Finance, Budgeting, Strategic Planning, Managerial Finance, Microsoft Excel, Program Management, Budgets, Finance, Strategic Financial..., Mortgage Lending, Project Management, Mergers & Acquisitions, Business Strategy, Leadership, Auditing, Strategy, Analysis, Financial Reporting, Due Diligence, Business Development
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2012
Executive MBA, Business
Hampton University 1999 — 2003
BS, Finance
Transamerica Financial Advisors, Inc. July 2014 - Present
Naval Sea Systems Command August 2009 - Present
Myers Park Mortgage February 2009 - April 2010
NVR Inc/Ryan Homes July 2007 - January 2009
Northrop Grumman May 2003 - May 2007
Lehman Brothers May 2002 - August 2002
Skills
Entrepreneurship, Financial Analysis, Investments, Financial Modeling, Public Speaking, Investment Properties, Government Accounting, Financial Planning, Accounting, Financial Management, Mortgage, Valuation, Excel, Corporate Finance, Budgeting, Strategic Planning, Managerial Finance, Microsoft Excel, Program Management, Budgets, Finance, Strategic Financial..., Mortgage Lending, Project Management, Mergers & Acquisitions, Business Strategy, Leadership, Auditing, Strategy, Analysis, Financial Reporting, Due Diligence, Business Development
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2012
Executive MBA, Business
Hampton University 1999 — 2003
BS, Finance
Doug Myers Doug Myers's Lehman Brothers Experience 2002 - 2002
Job Senior Director of Business Operations, Product Operations at LinkedIn
Industry Internet
Experience
LinkedIn March 2015 - Present
LinkedIn March 2014 - March 2015
LinkedIn October 2013 - March 2014
LinkedIn April 2011 - October 2013
Bain & Company September 2008 - March 2011
Google June 2007 - August 2007
Bain and Company September 2003 - July 2006
Bain & Company September 2003 - August 2005
Lehman Brothers 2002 - 2002
Education
Harvard Business School
MBA, General Management
University of Virginia
B.S., Systems Engineering
LinkedIn March 2015 - Present
LinkedIn March 2014 - March 2015
LinkedIn October 2013 - March 2014
LinkedIn April 2011 - October 2013
Bain & Company September 2008 - March 2011
Google June 2007 - August 2007
Bain and Company September 2003 - July 2006
Bain & Company September 2003 - August 2005
Lehman Brothers 2002 - 2002
Education
Harvard Business School
MBA, General Management
University of Virginia
B.S., Systems Engineering
Craig Dunham Craig Dunham's Lehman Brothers Experience July 2003 - March 2004
Job Vice President, Sales Engineering at Seismic Software
Industry Financial Services
Experience
Seismic Software July 2015 - Present
Seismic Software January 2014 - Present
S&P Capital IQ June 2012 - January 2014
S&P Capital IQ March 2011 - June 2012
S&P Capital IQ April 2004 - July 2011
Lehman Brothers July 2003 - March 2004
Citigroup July 2002 - July 2003
Skills
Financial Modeling, Investment Banking, Capital IQ, Valuation, Corporate Finance, DCF, Sell Side, Due Diligence, Financial Markets, Investments, Hedge Funds, Asset Management, Mergers & Acquisitions, Emerging Markets, Equities, Capital Markets, Financial Services, Equity Research, Mutual Funds, Fixed Income, Private Equity, LBO, Finance, Investment Management, Trading, Bloomberg, Derivatives, Equity Valuation
Education
Hampton University 1998 — 2002
BS, Finance, General
Seismic Software July 2015 - Present
Seismic Software January 2014 - Present
S&P Capital IQ June 2012 - January 2014
S&P Capital IQ March 2011 - June 2012
S&P Capital IQ April 2004 - July 2011
Lehman Brothers July 2003 - March 2004
Citigroup July 2002 - July 2003
Skills
Financial Modeling, Investment Banking, Capital IQ, Valuation, Corporate Finance, DCF, Sell Side, Due Diligence, Financial Markets, Investments, Hedge Funds, Asset Management, Mergers & Acquisitions, Emerging Markets, Equities, Capital Markets, Financial Services, Equity Research, Mutual Funds, Fixed Income, Private Equity, LBO, Finance, Investment Management, Trading, Bloomberg, Derivatives, Equity Valuation
Education
Hampton University 1998 — 2002
BS, Finance, General
Omar Tucker's Lehman Brothers Experience June 2007 - August 2007
Job Planner, Digital Engagement Team at The Martin Agency
Industry Marketing and Advertising
Experience
The Martin Agency December 2012 - June 2014
Anomaly June 2012 - August 2012
Historic Gettysburg Hotel May 2011 - May 2012
Adolutions Power Media June 2010 - August 2010
pLot Multimedia Developers May 2009 - August 2009
The Jewish Week June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Skills
Social Media, Social Networking, Microsoft Office, Microsoft Excel, Social Media Marketing, PowerPoint, Facebook, Digital Media, Google Analytics, Event Planning, Microsoft Word, Research
Education
Gettysburg College 2008 — 2012
B.A., Organization and Management Studies
The Packer Collegiate Institute 2004 — 2008
The Martin Agency December 2012 - June 2014
Anomaly June 2012 - August 2012
Historic Gettysburg Hotel May 2011 - May 2012
Adolutions Power Media June 2010 - August 2010
pLot Multimedia Developers May 2009 - August 2009
The Jewish Week June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Skills
Social Media, Social Networking, Microsoft Office, Microsoft Excel, Social Media Marketing, PowerPoint, Facebook, Digital Media, Google Analytics, Event Planning, Microsoft Word, Research
Education
Gettysburg College 2008 — 2012
B.A., Organization and Management Studies
The Packer Collegiate Institute 2004 — 2008
James Ratcliffe James Ratcliffe's Lehman Brothers Experience April 2005 - September 2008
Job
Industry Investment Management
Experience
The Buckingham Research Group November 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers April 2005 - September 2008
Citigroup Investment Research June 2004 - April 2005
Narad Networks June 2001 - June 2004
Cisco Systems May 2000 - August 2000
Booz-Allen & Hamilton September 1996 - August 1999
Skills
Hedge Funds, Equities, Financial Modeling, Investment Banking, Capital Markets, Emerging Markets, Equity Research, Fixed Income, Valuation, Corporate Finance
Education
Harvard Business School 1999 — 2001
MBA
Yale University 1992 — 1996
BA
University of Chicago 1988 — 1992
High School Diploma
The Buckingham Research Group November 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers April 2005 - September 2008
Citigroup Investment Research June 2004 - April 2005
Narad Networks June 2001 - June 2004
Cisco Systems May 2000 - August 2000
Booz-Allen & Hamilton September 1996 - August 1999
Skills
Hedge Funds, Equities, Financial Modeling, Investment Banking, Capital Markets, Emerging Markets, Equity Research, Fixed Income, Valuation, Corporate Finance
Education
Harvard Business School 1999 — 2001
MBA
Yale University 1992 — 1996
BA
University of Chicago 1988 — 1992
High School Diploma
Tucker Hutchinson's Lehman Brothers Experience January 2005 - May 2005
Job Cofounder & COO at Go Overseas
Industry Marketing and Advertising
Experience
Go Overseas January 2011 - Present
Foundation for Sustainable Development October 2010 - April 2011
Avalon English February 2009 - June 2010
Reach to Teach Recruiting May 2009 - May 2010
Obama for America September 2008 - November 2008
DeWitt Stern Group July 2007 - September 2008
Hamilton College August 2006 - May 2007
Goldman Sachs Asset Management June 2006 - August 2006
Lehman Brothers January 2005 - May 2005
Skills
Online Advertising, Strategic Planning, Public Speaking, Customer Relations, Sales Management, SEO, Social Media, Online Marketing, Business Development, Event Planning, Editing, Facebook, Research, Customer Service, Public Relations, Advertising, Google Analytics, Online Travel, Marketing Strategy, Operations Management, Sales Operations, HR Strategy
Education
Hamilton College 2003 — 2007
BA, Economics & English
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
Certificate, Business Bridge
Go Overseas January 2011 - Present
Foundation for Sustainable Development October 2010 - April 2011
Avalon English February 2009 - June 2010
Reach to Teach Recruiting May 2009 - May 2010
Obama for America September 2008 - November 2008
DeWitt Stern Group July 2007 - September 2008
Hamilton College August 2006 - May 2007
Goldman Sachs Asset Management June 2006 - August 2006
Lehman Brothers January 2005 - May 2005
Skills
Online Advertising, Strategic Planning, Public Speaking, Customer Relations, Sales Management, SEO, Social Media, Online Marketing, Business Development, Event Planning, Editing, Facebook, Research, Customer Service, Public Relations, Advertising, Google Analytics, Online Travel, Marketing Strategy, Operations Management, Sales Operations, HR Strategy
Education
Hamilton College 2003 — 2007
BA, Economics & English
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
Certificate, Business Bridge
Ara Cho Ara Cho's Lehman Brothers Experience July 2008 - September 2008
Job Product Manager at OnDeck
Industry Financial Services
Experience
OnDeck July 2014 - June 2015
Harvard Business School August 2012 - May 2014
Quidsi Inc. June 2013 - August 2013
ModCloth June 2012 - August 2012
Pinnacle Ventures February 2010 - May 2012
Firstclicks April 2010 - December 2011
Barclays Capital September 2008 - January 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Lehman Brothers July 2006 - August 2006
Skills
Financial Modeling, Valuation, Venture Capital, Due Diligence, Start-ups, Entrepreneurship, Investment Banking, Financial Analysis, M&A experience, Competitive Analysis, Community Outreach, Social Entrepreneurship
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Berkeley 2004 — 2008
Bachelor of Science, Business Administration
OnDeck July 2014 - June 2015
Harvard Business School August 2012 - May 2014
Quidsi Inc. June 2013 - August 2013
ModCloth June 2012 - August 2012
Pinnacle Ventures February 2010 - May 2012
Firstclicks April 2010 - December 2011
Barclays Capital September 2008 - January 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Lehman Brothers July 2006 - August 2006
Skills
Financial Modeling, Valuation, Venture Capital, Due Diligence, Start-ups, Entrepreneurship, Investment Banking, Financial Analysis, M&A experience, Competitive Analysis, Community Outreach, Social Entrepreneurship
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Berkeley 2004 — 2008
Bachelor of Science, Business Administration
Nate Reis's Lehman Brothers Experience February 2004 - July 2006
Job Demand is created when your product solves a problem for your customer and creates a new one for their competitors
Industry Computer Software
Experience
Railway April 2014 - Present
MobiSquad June 2012 - Present
Entrust Bankcard January 2007 - July 2012
Lehman Brothers February 2004 - July 2006
Skills
Entrepreneurship, Start-ups, Venture Capital, Mergers, Business Strategy, New Business Development, Investments, Business Development, Strategic Partnerships, Strategic Planning, Marketing Strategy, Private Equity, Investment Banking, Corporate Development, E-commerce, Mobile Marketing, Sales Operations, Mobile Payments, Sales, Business Planning, Angel Investing, Social Media Marketing, Mergers & Acquisitions, Salesforce.com, Lead Generation, Marketing, Sales Management, Payments, Customer Experience, Contract Negotiation, Online Marketing
Education
Harvard Business School 2010 — 2012
OPM 42, CEO School
University of Wisconsin-Eau Claire 1996 — 2002
BBA, Accounting & Information Systems
Railway April 2014 - Present
MobiSquad June 2012 - Present
Entrust Bankcard January 2007 - July 2012
Lehman Brothers February 2004 - July 2006
Skills
Entrepreneurship, Start-ups, Venture Capital, Mergers, Business Strategy, New Business Development, Investments, Business Development, Strategic Partnerships, Strategic Planning, Marketing Strategy, Private Equity, Investment Banking, Corporate Development, E-commerce, Mobile Marketing, Sales Operations, Mobile Payments, Sales, Business Planning, Angel Investing, Social Media Marketing, Mergers & Acquisitions, Salesforce.com, Lead Generation, Marketing, Sales Management, Payments, Customer Experience, Contract Negotiation, Online Marketing
Education
Harvard Business School 2010 — 2012
OPM 42, CEO School
University of Wisconsin-Eau Claire 1996 — 2002
BBA, Accounting & Information Systems
Alan Sorkin's Lehman Brothers Experience March 1995 - September 2008
Job Global Capital Markets Professional
Industry Investment Banking
Experience
Barclays Investment Bank January 2014 - December 2014
OpenExchange, Inc. November 2012 - October 2014
Barclays Investment Bank December 2011 - January 2014
Barclays Capital September 2008 - December 2011
Lehman Brothers March 1995 - September 2008
American Express September 1988 - March 1995
US Army 1982 - 1986
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Fixed Income, Strategy, Management, Derivatives, Valuation, Trading, Sales Management, Sales, Strategic Planning, Marketing Strategy, Cross-functional Team..., Financial Services, Financial Analysis, Managerial Finance, Leadership, Product Innovation, Venture Capital, Thought Leadership, Emerging Markets, Bloomberg
Education
Harvard Business School 1986 — 1988
MBA
University of Massachusetts, Amherst 1978 — 1982
BS cum laude, Industrial Engineering/Operations Research
Barclays Investment Bank January 2014 - December 2014
OpenExchange, Inc. November 2012 - October 2014
Barclays Investment Bank December 2011 - January 2014
Barclays Capital September 2008 - December 2011
Lehman Brothers March 1995 - September 2008
American Express September 1988 - March 1995
US Army 1982 - 1986
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Fixed Income, Strategy, Management, Derivatives, Valuation, Trading, Sales Management, Sales, Strategic Planning, Marketing Strategy, Cross-functional Team..., Financial Services, Financial Analysis, Managerial Finance, Leadership, Product Innovation, Venture Capital, Thought Leadership, Emerging Markets, Bloomberg
Education
Harvard Business School 1986 — 1988
MBA
University of Massachusetts, Amherst 1978 — 1982
BS cum laude, Industrial Engineering/Operations Research
Ben Levy Ben Levy's Lehman Brothers Experience July 2004 - July 2006
Job Principal at Berkshire Partners
Industry Higher Education
Experience
Berkshire Partners August 2011 - Present
Lone Pine Capital June 2010 - August 2010
TA Associates August 2006 - August 2009
Lehman Brothers July 2004 - July 2006
Skills
Private Placements, LBO
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Yale University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Berkshire Partners August 2011 - Present
Lone Pine Capital June 2010 - August 2010
TA Associates August 2006 - August 2009
Lehman Brothers July 2004 - July 2006
Skills
Private Placements, LBO
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Yale University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Rosanne Ott's Lehman Brothers Experience June 1999 - April 2002
Job Managing Partner, Global Head of Healthcare at Michael Kelly Associates
Industry Executive Office
Experience
Michael Kelly Associates September 2015 - Present
Highground Capital Management, LLC January 2011 - Present
Fred Alger Management April 2002 - January 2011
Lehman Brothers June 1999 - April 2002
Piper Jaffray September 1998 - June 1999
SulzerMedica USA February 1998 - September 1998
Johnson & Johnson July 1996 - February 1998
Johnson & Johnson July 1993 - November 1994
U.S. Army May 1988 - July 1993
Education
United States Military Academy at West Point 1984 — 1988
B.S. Engineering
Harvard Business School 2013 — 2013
Advanced Management Program (AMP 185)
Michael Kelly Associates September 2015 - Present
Highground Capital Management, LLC January 2011 - Present
Fred Alger Management April 2002 - January 2011
Lehman Brothers June 1999 - April 2002
Piper Jaffray September 1998 - June 1999
SulzerMedica USA February 1998 - September 1998
Johnson & Johnson July 1996 - February 1998
Johnson & Johnson July 1993 - November 1994
U.S. Army May 1988 - July 1993
Education
United States Military Academy at West Point 1984 — 1988
B.S. Engineering
Harvard Business School 2013 — 2013
Advanced Management Program (AMP 185)
Olivier Manuel's Lehman Brothers Experience August 1997 - August 1998
Job Product Innovation Expert
Industry Internet
Experience
Rich Devices LLC July 2013 - Present
Accretive, LLC June 2012 - June 2013
Entrepreneurs Roundtable Accelerator March 2011 - May 2012
Samsung Electronics August 2003 - March 2011
Poweo 2002 - 2002
Self Trade January 2000 - September 2001
Goldman Sachs August 1998 - December 1999
Lehman Brothers August 1997 - August 1998
Skills
Entrepreneurship, Product Innovation, Start-ups, Business Planning, Digital Media, Product Management, Strategic Partnerships, Business Development, Strategy, Business Strategy, Competitive Analysis, Mobile Devices, Angel Investing, Venture Capital, Digital Strategy, New Business Development, Marketing Management, Product Development
Education
Harvard Business School 2001 — 2003
MBA
Harvard University
B.A.
Rich Devices LLC July 2013 - Present
Accretive, LLC June 2012 - June 2013
Entrepreneurs Roundtable Accelerator March 2011 - May 2012
Samsung Electronics August 2003 - March 2011
Poweo 2002 - 2002
Self Trade January 2000 - September 2001
Goldman Sachs August 1998 - December 1999
Lehman Brothers August 1997 - August 1998
Skills
Entrepreneurship, Product Innovation, Start-ups, Business Planning, Digital Media, Product Management, Strategic Partnerships, Business Development, Strategy, Business Strategy, Competitive Analysis, Mobile Devices, Angel Investing, Venture Capital, Digital Strategy, New Business Development, Marketing Management, Product Development
Education
Harvard Business School 2001 — 2003
MBA
Harvard University
B.A.
Jennifer Choi Jennifer Choi's Lehman Brothers Experience November 2006 - September 2008
Job Global Surface Consumer Marketing Lead at Microsoft
Industry Marketing and Advertising
Experience
Microsoft June 2013 - Present
Microsoft July 2012 - June 2013
Harvard Business School September 2010 - May 2012
Diane von Furstenberg June 2011 - August 2011
Harvard Kennedy School of Government June 2009 - May 2011
London Olympics 2012 June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers November 2006 - September 2008
Marakon Associates August 2005 - October 2006
Skills
Entrepreneurship, Digital Marketing, Business Strategy, Marketing Strategy, Product Marketing, Social Media Marketing, Management Consulting, Consumer Marketing, Launching New Brands, Below the Line..., Video Production, Cross-functional Team..., Marketing Communications, Product Launch, Go-to-market Strategy, Integrated Marketing, Global Teams, Sales Management, Mentoring, Analytics, Financial Modeling, Competitive Analysis, Strategic Planning, Financial Analysis, Corporate Finance, Social Entrepreneurship, Venture Capital, Digital Photography, Nonprofits, Economics, Valuation
Education
Harvard Business School 2010 — 2012
MBA, Marketing/Marketing Management, General
Harvard Kennedy School of Government 2010 — 2012
MPP, Public Policy
University of Pennsylvania 2001 — 2005
BA, International Relations, Economics
Microsoft June 2013 - Present
Microsoft July 2012 - June 2013
Harvard Business School September 2010 - May 2012
Diane von Furstenberg June 2011 - August 2011
Harvard Kennedy School of Government June 2009 - May 2011
London Olympics 2012 June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers November 2006 - September 2008
Marakon Associates August 2005 - October 2006
Skills
Entrepreneurship, Digital Marketing, Business Strategy, Marketing Strategy, Product Marketing, Social Media Marketing, Management Consulting, Consumer Marketing, Launching New Brands, Below the Line..., Video Production, Cross-functional Team..., Marketing Communications, Product Launch, Go-to-market Strategy, Integrated Marketing, Global Teams, Sales Management, Mentoring, Analytics, Financial Modeling, Competitive Analysis, Strategic Planning, Financial Analysis, Corporate Finance, Social Entrepreneurship, Venture Capital, Digital Photography, Nonprofits, Economics, Valuation
Education
Harvard Business School 2010 — 2012
MBA, Marketing/Marketing Management, General
Harvard Kennedy School of Government 2010 — 2012
MPP, Public Policy
University of Pennsylvania 2001 — 2005
BA, International Relations, Economics
Alison Levin, RN Alison Levin, RN's Lehman Brothers Experience 2006 - 2007
Job Staff Nurse at Community Health Center
Industry Hospital & Health Care
Experience
Community Health Center December 2012 - Present
Community Health Center October 2012 - Present
Quinnipiac University 2012 - Present
Merchant Solutions of CT, LLC November 2008 - June 2011
Lehman Brothers 2006 - 2007
Skills
Healthcare, Customer Service, Public Speaking, Social Media, Hospitals, PowerPoint, Sales, Microsoft Excel, Management, Microsoft Office, Leadership, Microsoft Word, Strategic Planning, Business Development, Team Building, Contract Negotiation, Outlook, Treatment, Team Leadership, Event Planning, Coaching, Social Networking, Marketing Strategy, Event Management, Budgets, Advertising, Recruiting, Training, Account Management, Public Relations, Process Improvement, Sales Management, Teaching, Medicine, Nonprofits, Social Media Marketing, Salesforce.com, Data Analysis, New Business Development, Health Promotion, Negotiation, Project Management, Prevention
Education
Quinnipiac University 2012 — 2015
Doctorate, Family Practice Nurse/Nursing
Goodwin College 2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Wartburg College 1996 — 2000
Bachelor of Arts (B.A.), Sport and Fitness Administration/Management
Oelwein Senior High School 1992 — 1996
Diploma, College Prep
Community Health Center December 2012 - Present
Community Health Center October 2012 - Present
Quinnipiac University 2012 - Present
Merchant Solutions of CT, LLC November 2008 - June 2011
Lehman Brothers 2006 - 2007
Skills
Healthcare, Customer Service, Public Speaking, Social Media, Hospitals, PowerPoint, Sales, Microsoft Excel, Management, Microsoft Office, Leadership, Microsoft Word, Strategic Planning, Business Development, Team Building, Contract Negotiation, Outlook, Treatment, Team Leadership, Event Planning, Coaching, Social Networking, Marketing Strategy, Event Management, Budgets, Advertising, Recruiting, Training, Account Management, Public Relations, Process Improvement, Sales Management, Teaching, Medicine, Nonprofits, Social Media Marketing, Salesforce.com, Data Analysis, New Business Development, Health Promotion, Negotiation, Project Management, Prevention
Education
Quinnipiac University 2012 — 2015
Doctorate, Family Practice Nurse/Nursing
Goodwin College 2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Wartburg College 1996 — 2000
Bachelor of Arts (B.A.), Sport and Fitness Administration/Management
Oelwein Senior High School 1992 — 1996
Diploma, College Prep
Kenneth Schuman Kenneth Schuman's Lehman Brothers Experience 1980 - 1982
Job CoFounder, Grad Life Choices
Industry Nonprofit Organization Management
Experience
Grad Life Choices 2012 - Present
Careers Transition, LLC January 2006 - Present
American Newlands L.P. 1987 - 2002
Lehman Brothers 1980 - 1982
City of New York 1977 - 1980
Lower East Side Family Union 1975 - 1977
Queens County Mental Health Society 1974 - 1975
Hudson Guild 1971 - 1974
New York City Public Schools 1967 - 1970
Education
Hunter College School of Social Work 1972 — 1976
Master of Social Work (MSW), Administration
Columbia University - Columbia Business School 1965 — 1967
Master of Business Administration (MBA), Finance
Hamilton College 1961 — 1965
Bachelor's degree, History
iPEC
Certified Professional Coach, Life and Career Coaching
Grad Life Choices 2012 - Present
Careers Transition, LLC January 2006 - Present
American Newlands L.P. 1987 - 2002
Lehman Brothers 1980 - 1982
City of New York 1977 - 1980
Lower East Side Family Union 1975 - 1977
Queens County Mental Health Society 1974 - 1975
Hudson Guild 1971 - 1974
New York City Public Schools 1967 - 1970
Education
Hunter College School of Social Work 1972 — 1976
Master of Social Work (MSW), Administration
Columbia University - Columbia Business School 1965 — 1967
Master of Business Administration (MBA), Finance
Hamilton College 1961 — 1965
Bachelor's degree, History
iPEC
Certified Professional Coach, Life and Career Coaching
Sean Samson Sean Samson's Lehman Brothers Experience 1996 - 1998
Job
Industry Mining & Metals
Experience
Prospectors & Developers Association of Canada PDAC March 2015 - Present
FNI Mining May 2012 - September 2015
FNI Mining December 2011 - May 2012
Pulse Energy June 2011 - December 2011
Kinross Gold July 2006 - June 2011
Direct Energy July 2004 - July 2006
Bain & Company July 2000 - July 2004
Global Securities- Istanbul 1998 - 1999
Lehman Brothers 1996 - 1998
Skills
Strategy, Leadership, Management, Corporate Development, Risk Management, Mergers & Acquisitions, Capital Markets, Continuous Improvement, Due Diligence, Supply Chain Management
Education
Harvard Business School 2011 — 2011
Exec Ed
University of Cambridge 1999 — 2000
MBA
Harvard University 1992 — 1996
AB
London School of Economics and Political Science 1994 — 1995
3rd year abroad
Prospectors & Developers Association of Canada PDAC March 2015 - Present
FNI Mining May 2012 - September 2015
FNI Mining December 2011 - May 2012
Pulse Energy June 2011 - December 2011
Kinross Gold July 2006 - June 2011
Direct Energy July 2004 - July 2006
Bain & Company July 2000 - July 2004
Global Securities- Istanbul 1998 - 1999
Lehman Brothers 1996 - 1998
Skills
Strategy, Leadership, Management, Corporate Development, Risk Management, Mergers & Acquisitions, Capital Markets, Continuous Improvement, Due Diligence, Supply Chain Management
Education
Harvard Business School 2011 — 2011
Exec Ed
University of Cambridge 1999 — 2000
MBA
Harvard University 1992 — 1996
AB
London School of Economics and Political Science 1994 — 1995
3rd year abroad
James Dannhauser James Dannhauser's Lehman Brothers Experience June 2003 - January 2009
Job Manager Financial Services Advisory at EY
Industry Financial Services
Experience
EY July 2014 - Present
PwC Advisory May 2011 - July 2014
Macquarie Bank February 2009 - November 2010
Lehman Brothers June 2003 - January 2009
Education
Gettysburg College 1998 — 2002
BA, Economics
Bronxville Elementary, Middle, High School
EY July 2014 - Present
PwC Advisory May 2011 - July 2014
Macquarie Bank February 2009 - November 2010
Lehman Brothers June 2003 - January 2009
Education
Gettysburg College 1998 — 2002
BA, Economics
Bronxville Elementary, Middle, High School
Kelly Cheng's Lehman Brothers Experience August 2006 - September 2008
Job Director, Debt Capital Markets at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers August 2006 - September 2008
NBC Universal June 2005 - August 2005
CM Equity Partners September 2001 - May 2004
J.P. Morgan June 2000 - September 2001
Skills
Financial Modeling, Mergers, Due Diligence, Capital Markets, Investments, Strategy, Portfolio Management, Finance, Investor Relations, Structured Finance, Restructuring, Joint Ventures, Strategic Planning, Investment Banking, Private Equity, Renewable Energy, Valuation, Venture Capital, Hedge Funds, Cleantech
Education
Harvard Business School 2004 — 2006
MBA
Yale University 1996 — 2000
BA, Economics, East Asian studies
Barclays September 2008 - Present
Lehman Brothers August 2006 - September 2008
NBC Universal June 2005 - August 2005
CM Equity Partners September 2001 - May 2004
J.P. Morgan June 2000 - September 2001
Skills
Financial Modeling, Mergers, Due Diligence, Capital Markets, Investments, Strategy, Portfolio Management, Finance, Investor Relations, Structured Finance, Restructuring, Joint Ventures, Strategic Planning, Investment Banking, Private Equity, Renewable Energy, Valuation, Venture Capital, Hedge Funds, Cleantech
Education
Harvard Business School 2004 — 2006
MBA
Yale University 1996 — 2000
BA, Economics, East Asian studies
Alexandra (Garcia) Shannon Alexandra (Garcia) Shannon's Lehman Brothers Experience July 2007 - October 2008
Job Executive Director, Corporate Development at Turner Broadcasting System
Industry Entertainment
Experience
Turner Broadcasting System March 2015 - Present
Turner Sports February 2015 - March 2015
Turner Sports July 2013 - January 2015
National Basketball Association June 2012 - August 2012
Time Warner Inc. May 2009 - July 2011
UBS October 2008 - May 2009
Lehman Brothers July 2007 - October 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers, Financial Analysis, Due Diligence, Corporate Development, DCF, M&A experience, Business Strategy, Sports, Broadcast Television, Emerging Markets, Network Television, Mergers & Acquisitions, Strategy
Education
Harvard Business School 2011 — 2013
MBA, General Management
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Finance, Management, Marketing
Villa Walsh Academy 1999 — 2003
Turner Broadcasting System March 2015 - Present
Turner Sports February 2015 - March 2015
Turner Sports July 2013 - January 2015
National Basketball Association June 2012 - August 2012
Time Warner Inc. May 2009 - July 2011
UBS October 2008 - May 2009
Lehman Brothers July 2007 - October 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers, Financial Analysis, Due Diligence, Corporate Development, DCF, M&A experience, Business Strategy, Sports, Broadcast Television, Emerging Markets, Network Television, Mergers & Acquisitions, Strategy
Education
Harvard Business School 2011 — 2013
MBA, General Management
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Finance, Management, Marketing
Villa Walsh Academy 1999 — 2003
Rebekah Cramer Rebekah Cramer's Lehman Brothers Experience May 2007 - August 2008
Job Partner, CFO at Visium Partners, LLC
Industry Management Consulting
Experience
Visium Partners, LLC 2008 - Present
Lehman Brothers May 2007 - August 2008
Prudential Equity Group May 2006 - May 2007
Time Inc. November 2004 - May 2006
Gotham Consulting Partners June 2004 - November 2004
Thomson Media May 2002 - April 2004
Arthur Andersen March 2001 - May 2002
Atlanta Thrashers August 1999 - March 2001
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Corporate Finance, Equities, Bloomberg, Due Diligence, Series 7, Capital Markets, Investments, Mergers, Business Strategy, Forecasting
Education
Georgia State University 1997 — 1999
B.B.A.
Vanderbilt University 1993 — 1995
na
Visium Partners, LLC 2008 - Present
Lehman Brothers May 2007 - August 2008
Prudential Equity Group May 2006 - May 2007
Time Inc. November 2004 - May 2006
Gotham Consulting Partners June 2004 - November 2004
Thomson Media May 2002 - April 2004
Arthur Andersen March 2001 - May 2002
Atlanta Thrashers August 1999 - March 2001
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Corporate Finance, Equities, Bloomberg, Due Diligence, Series 7, Capital Markets, Investments, Mergers, Business Strategy, Forecasting
Education
Georgia State University 1997 — 1999
B.B.A.
Vanderbilt University 1993 — 1995
na
Brian David Matanane Brian David Matanane's Lehman Brothers Experience January 2002 - July 2007
Job Owner, Brian David Fine Art Wedding Photography
Industry Photography
Experience
Brian David Fine Art Wedding Photography January 2008 - Present
Lehman Brothers January 2002 - July 2007
Impac Mortgage Corp. January 2000 - January 2002
Fifth Third Bank January 1999 - January 2000
Advanta November 1996 - January 1999
Scudder Kemper Investments Inc September 1995 - October 1996
Wells Fargo Home Mortgage January 1991 - January 1994
Wells Fargo September 1981 - January 1991
Skills
Wedding Photography, Wedding Photojournalism, Mortgage Underwriting, Mortgage Lending, Financial Analysis, Financial Risk, Mortgage Servicing, Microsoft Excel, Microsoft Word, Retail Banking, Investment Banking, Credit Analysis, Investment Advisory, Mutual Funds, Series 63, Loan Compliance, Loan Documents, Loan Origination, Loan Servicing
Education
New York Institute of Photography 2007 — 2009
Wedding Fashion and Portrait Photography
Grossmont College 1992 — 1994
Finance and Financial Management Services
Brian David Fine Art Wedding Photography January 2008 - Present
Lehman Brothers January 2002 - July 2007
Impac Mortgage Corp. January 2000 - January 2002
Fifth Third Bank January 1999 - January 2000
Advanta November 1996 - January 1999
Scudder Kemper Investments Inc September 1995 - October 1996
Wells Fargo Home Mortgage January 1991 - January 1994
Wells Fargo September 1981 - January 1991
Skills
Wedding Photography, Wedding Photojournalism, Mortgage Underwriting, Mortgage Lending, Financial Analysis, Financial Risk, Mortgage Servicing, Microsoft Excel, Microsoft Word, Retail Banking, Investment Banking, Credit Analysis, Investment Advisory, Mutual Funds, Series 63, Loan Compliance, Loan Documents, Loan Origination, Loan Servicing
Education
New York Institute of Photography 2007 — 2009
Wedding Fashion and Portrait Photography
Grossmont College 1992 — 1994
Finance and Financial Management Services
Henry Gourdeau Henry Gourdeau's Lehman Brothers Experience June 1996 - May 1999
Job SVP, Equity Sales Trading at Cheuvreux
Industry Financial Services
Experience
Kepler Cheuvreux March 2014 - Present
Cheuvreux April 2011 - May 2013
Seacross Global Advisors March 2006 - November 2008
Talisker Club 2008 - 2008
Grosvenor Street Capital January 2005 - January 2006
JNK Securities January 2005 - November 2005
Bank of Montreal January 2003 - December 2004
Gourdeau Ltd January 2001 - January 2003
Lehman Brothers June 1996 - May 1999
SG Warburg January 1994 - June 1996
Skills
Equities, Trading, Bonds, Hedge Funds, Options, Derivatives, Series 7, Securities, Equity Trading, FX Options, Series 24, Order Management, Bloomberg, Index Options, Currency Futures, Foreign Currency..., Sales Trading, Series 63
Education
Hamilton College 1989 — 1993
BA, Economics and World Politics
Phillips Academy, Andover 1986 — 1989
Kepler Cheuvreux March 2014 - Present
Cheuvreux April 2011 - May 2013
Seacross Global Advisors March 2006 - November 2008
Talisker Club 2008 - 2008
Grosvenor Street Capital January 2005 - January 2006
JNK Securities January 2005 - November 2005
Bank of Montreal January 2003 - December 2004
Gourdeau Ltd January 2001 - January 2003
Lehman Brothers June 1996 - May 1999
SG Warburg January 1994 - June 1996
Skills
Equities, Trading, Bonds, Hedge Funds, Options, Derivatives, Series 7, Securities, Equity Trading, FX Options, Series 24, Order Management, Bloomberg, Index Options, Currency Futures, Foreign Currency..., Sales Trading, Series 63
Education
Hamilton College 1989 — 1993
BA, Economics and World Politics
Phillips Academy, Andover 1986 — 1989
Margery Fischbein's Lehman Brothers Experience 1985 - 1993
Job Senior Managing Director at FBR Capital Markets & Co.
Industry Biotechnology
Experience
FBR Capital Markets & Co. September 2014 - Present
JMP Securities March 2011 - August 2014
Beal Advisors 2009 - March 2011
Paramount BioSciences 2008 - 2009
Human Genome Sciences 2006 - 2008
ImClone Systems 2004 - 2006
Citigroup 1996 - 2003
JP Morgan Chase 1993 - 1996
Lehman Brothers 1985 - 1993
Skills
Venture Capital, Mergers & Acquisitions, Strategy, Biotechnology, Pharmaceutical Industry, Life Sciences, Business Development, Private Equity, Strategic Planning, Start-ups
Education
Harvard Business School 1978 — 1980
MBA, Finance
Harvard University 1974 — 1978
BA, Economics
FBR Capital Markets & Co. September 2014 - Present
JMP Securities March 2011 - August 2014
Beal Advisors 2009 - March 2011
Paramount BioSciences 2008 - 2009
Human Genome Sciences 2006 - 2008
ImClone Systems 2004 - 2006
Citigroup 1996 - 2003
JP Morgan Chase 1993 - 1996
Lehman Brothers 1985 - 1993
Skills
Venture Capital, Mergers & Acquisitions, Strategy, Biotechnology, Pharmaceutical Industry, Life Sciences, Business Development, Private Equity, Strategic Planning, Start-ups
Education
Harvard Business School 1978 — 1980
MBA, Finance
Harvard University 1974 — 1978
BA, Economics
Blake Darcy Blake Darcy's Lehman Brothers Experience October 1982 - August 1984
Job
Industry Internet
Experience
Quantopian July 2012 - Present
CarNow July 2015 - Present
Trading Ticket, Inc. July 2015 - Present
Formula Investing September 2008 - January 2013
CSFBdirect November 2000 - January 2002
DLJdirect September 1987 - November 2000
DLJ August 1984 - November 2000
Lehman Brothers October 1982 - August 1984
Xerox July 1979 - September 1982
Skills
Hedge Funds, Executive Management, Asset Managment, Mutual Funds, Product Development, Alternative Investments, Investments, Investment Strategies, Financial Services, Series 63, High Net Worth..., Venture Capital, Electronic Trading, Private Equity, Series 7, FINRA, Investment Banking, Portfolio Management, Entrepreneurship, Strategy, Due Diligence, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investment Management, Emerging Markets, Start-ups, Angel Investing, Investor Relations, Private Placements, Asset Management
Education
Hamilton College 1974 — 1978
AB, Government
Quantopian July 2012 - Present
CarNow July 2015 - Present
Trading Ticket, Inc. July 2015 - Present
Formula Investing September 2008 - January 2013
CSFBdirect November 2000 - January 2002
DLJdirect September 1987 - November 2000
DLJ August 1984 - November 2000
Lehman Brothers October 1982 - August 1984
Xerox July 1979 - September 1982
Skills
Hedge Funds, Executive Management, Asset Managment, Mutual Funds, Product Development, Alternative Investments, Investments, Investment Strategies, Financial Services, Series 63, High Net Worth..., Venture Capital, Electronic Trading, Private Equity, Series 7, FINRA, Investment Banking, Portfolio Management, Entrepreneurship, Strategy, Due Diligence, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investment Management, Emerging Markets, Start-ups, Angel Investing, Investor Relations, Private Placements, Asset Management
Education
Hamilton College 1974 — 1978
AB, Government
Ari Axelrod's Lehman Brothers Experience June 2005 - May 2008
Job Partner at Banyan Family Business Advisors
Industry Management Consulting
Experience
Banyan Family Business Advisors May 2012 - Present
Boston International Management Services July 2008 - Present
Fletcher School of Law and Diplomacy/Tufts University June 2008 - Present
Lehman Brothers June 2005 - May 2008
The Boston Consulting Group July 1996 - February 2005
Skills
Management Consulting, Strategy
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA)
Banyan Family Business Advisors May 2012 - Present
Boston International Management Services July 2008 - Present
Fletcher School of Law and Diplomacy/Tufts University June 2008 - Present
Lehman Brothers June 2005 - May 2008
The Boston Consulting Group July 1996 - February 2005
Skills
Management Consulting, Strategy
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA)
Scott Wakerley's Lehman Brothers Experience June 2009 - November 2014
Job Owner, Wakerley & Associates, CPA
Industry Accounting
Experience
Wakerley & Associates, CPA August 2004 - Present
Lehman Brothers June 2009 - November 2014
Discover Financial Services September 2008 - January 2009
Whirlpool Corporation June 2007 - December 2007
Meijer May 2004 - December 2006
BDO Seidman, LLP January 2000 - April 2004
Alticor May 1999 - December 1999
Skills
Corporate Tax, Multi-State Tax, International Tax, Accounting, Bookkeeping, Business Valuation, Payroll, Multi-State Sales Tax, Tax, CPA, Financial Reporting, Small Business, Tax Advisory, Tax Research, Strategic Financial..., Tax Preparation, Financial Planning
Education
Grand Valley State University 1998 — 2001
Bachelor, Accounting
University of Michigan 1996 — 1998
Engineering
Wakerley & Associates, CPA August 2004 - Present
Lehman Brothers June 2009 - November 2014
Discover Financial Services September 2008 - January 2009
Whirlpool Corporation June 2007 - December 2007
Meijer May 2004 - December 2006
BDO Seidman, LLP January 2000 - April 2004
Alticor May 1999 - December 1999
Skills
Corporate Tax, Multi-State Tax, International Tax, Accounting, Bookkeeping, Business Valuation, Payroll, Multi-State Sales Tax, Tax, CPA, Financial Reporting, Small Business, Tax Advisory, Tax Research, Strategic Financial..., Tax Preparation, Financial Planning
Education
Grand Valley State University 1998 — 2001
Bachelor, Accounting
University of Michigan 1996 — 1998
Engineering
Christopher Sheets Christopher Sheets's Lehman Brothers Experience May 2004 - October 2007
Job Sr. Loan Analyst at HomeSecure
Industry Restaurants
Experience
HomeSecure June 2009 - December 2009
Johnny Rockets April 2008 - April 2009
Lehman Brothers May 2004 - October 2007
Dana Capital Group April 2002 - May 2004
Education
Grossmont College
HomeSecure June 2009 - December 2009
Johnny Rockets April 2008 - April 2009
Lehman Brothers May 2004 - October 2007
Dana Capital Group April 2002 - May 2004
Education
Grossmont College
Eileen Boylan Eileen Boylan's Lehman Brothers Experience August 1992 - March 1998
Job Certified Teacher, Documentation Specialist
Industry Gambling & Casinos
Experience
Gaming Laboratories International, LLC January 2012 - Present
Acelero Learning September 2010 - February 2012
Brick Township Board of Education May 2008 - September 2010
MMD Medical Transcription Service June 2002 - June 2003
Staten Island University Hospital December 2000 - September 2002
Lehman Brothers August 1992 - March 1998
Skills
Teaching, Training Course..., Learning Disabilities, Social Perceptiveness, Classroom Instruction, Classroom Delivery, Classroom Training, Time Management, Microsoft Office, Adobe Acrobat, Outlook, eResults, Technical Documentation, Customer Service, Quality Assurance, Software Documentation, Testing, Windows, E-Learning
Education
Georgian Court University 2005 — 2008
Bachelor of Arts (BA), English/Elementary Education
Georgian Court University 2004 — 2008
Bachelor's Degree, English with a minor in Elementary Education, 3.75
Gaming Laboratories International, LLC January 2012 - Present
Acelero Learning September 2010 - February 2012
Brick Township Board of Education May 2008 - September 2010
MMD Medical Transcription Service June 2002 - June 2003
Staten Island University Hospital December 2000 - September 2002
Lehman Brothers August 1992 - March 1998
Skills
Teaching, Training Course..., Learning Disabilities, Social Perceptiveness, Classroom Instruction, Classroom Delivery, Classroom Training, Time Management, Microsoft Office, Adobe Acrobat, Outlook, eResults, Technical Documentation, Customer Service, Quality Assurance, Software Documentation, Testing, Windows, E-Learning
Education
Georgian Court University 2005 — 2008
Bachelor of Arts (BA), English/Elementary Education
Georgian Court University 2004 — 2008
Bachelor's Degree, English with a minor in Elementary Education, 3.75
Alyssa Fernandez-Isla Alyssa Fernandez-Isla's Lehman Brothers Experience 2005 - 2005
Job Entrepreneur & Finance Professional
Industry Financial Services
Experience
SuperFuzion 2013 - March 2015
Cross Keys Capital, LLC 2011 - 2013
Johnson & Johnson 2006 - 2009
Lehman Brothers 2005 - 2005
Skills
Financial Modeling, Corporate Finance, Due Diligence, Valuation, Financial Analysis, Private Equity, Investment Banking, Mergers, Venture Capital, Corporate Development, Business Valuation, Entrepreneurship, Business Strategy, Strategy, Restructuring, Emerging Markets, Mergers & Acquisitions, Financial Services, Finance, Hedge Funds, Equities, Investments, M&A experience, Capital Markets, Alternative Investments, Start-ups
Education
Harvard Business School 2009 — 2011
MBA
University of Florida
BS, Finance, Spanish
University of Florida - Warrington College of Business Administration
SuperFuzion 2013 - March 2015
Cross Keys Capital, LLC 2011 - 2013
Johnson & Johnson 2006 - 2009
Lehman Brothers 2005 - 2005
Skills
Financial Modeling, Corporate Finance, Due Diligence, Valuation, Financial Analysis, Private Equity, Investment Banking, Mergers, Venture Capital, Corporate Development, Business Valuation, Entrepreneurship, Business Strategy, Strategy, Restructuring, Emerging Markets, Mergers & Acquisitions, Financial Services, Finance, Hedge Funds, Equities, Investments, M&A experience, Capital Markets, Alternative Investments, Start-ups
Education
Harvard Business School 2009 — 2011
MBA
University of Florida
BS, Finance, Spanish
University of Florida - Warrington College of Business Administration
Sarah Mayer's Lehman Brothers Experience June 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Lightyear Capital August 2012 - June 2014
Barclays Capital July 2010 - June 2012
Barclays Capital June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Lightyear Capital August 2012 - June 2014
Barclays Capital July 2010 - June 2012
Barclays Capital June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Jeffrey Balash Jeffrey Balash's Lehman Brothers Experience 1979 - 1985
Job iBLADES Inc./Comstock Investors LLC: A creative leader and innovator
Industry Financial Services
Experience
i-BLADES, Inc. May 2015 - Present
WirthlinDentons May 2014 - Present
Comstock Partners LLC November 1992 - Present
Comstock Investors LLC November 1992 - Present
Telephony@Work subsequently acquired by Oracle 1999 - 2002
Anthem Partners LLC 1991 - 1992
Drexel Burnham Lambert 1985 - 1990
Lehman Brothers 1979 - 1985
Avon Products 1976 - 1979
Louis Dreyfus 1974 - 1976
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Strategy, Corporate Development, Investments, Restructuring, Business Valuation, Investment Banking, Entrepreneurship, Emerging Markets, Financial Structuring, Business Strategy, Leveraged Finance, Equities, Hedge Funds, Joint Ventures, Structured Finance, Alternative Investments, Economics, IPO, Investor Relations, M&A experience, Investment Strategies, Business Services, Board of Directors, Corporate Governance, Angel Investing, Growth Capital, Family Office, Consumer Products, Executive Coaching, Change Management, Middle Market, Software, Agribusiness, Executive Search, Wealth, Stocks, Business Networking, Macroeconomics, International, Board of Director..., Leadership, Debt, Consumer Services, Media, Digital, Convertible Securities, Public Speaking
Education
Harvard Business School 1975 — 2011
Numerous Executive Education Programs, Agribusiness, Strategy, Finance, Organizational Design, Information Technology, Global Macroeconomic, Ungraded
Harvard Business School 1972 — 1974
MBA, Finance/Entrepreneurship
Harvard Law School 1971 — 1974
JD, Corporate and Tax
Princeton University 1966 — 1970
AB, Economics
Bellarmine College Preparatory 1962 — 1966
Valedictorian
Renaissance Weekend
i-BLADES, Inc. May 2015 - Present
WirthlinDentons May 2014 - Present
Comstock Partners LLC November 1992 - Present
Comstock Investors LLC November 1992 - Present
Telephony@Work subsequently acquired by Oracle 1999 - 2002
Anthem Partners LLC 1991 - 1992
Drexel Burnham Lambert 1985 - 1990
Lehman Brothers 1979 - 1985
Avon Products 1976 - 1979
Louis Dreyfus 1974 - 1976
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Strategy, Corporate Development, Investments, Restructuring, Business Valuation, Investment Banking, Entrepreneurship, Emerging Markets, Financial Structuring, Business Strategy, Leveraged Finance, Equities, Hedge Funds, Joint Ventures, Structured Finance, Alternative Investments, Economics, IPO, Investor Relations, M&A experience, Investment Strategies, Business Services, Board of Directors, Corporate Governance, Angel Investing, Growth Capital, Family Office, Consumer Products, Executive Coaching, Change Management, Middle Market, Software, Agribusiness, Executive Search, Wealth, Stocks, Business Networking, Macroeconomics, International, Board of Director..., Leadership, Debt, Consumer Services, Media, Digital, Convertible Securities, Public Speaking
Education
Harvard Business School 1975 — 2011
Numerous Executive Education Programs, Agribusiness, Strategy, Finance, Organizational Design, Information Technology, Global Macroeconomic, Ungraded
Harvard Business School 1972 — 1974
MBA, Finance/Entrepreneurship
Harvard Law School 1971 — 1974
JD, Corporate and Tax
Princeton University 1966 — 1970
AB, Economics
Bellarmine College Preparatory 1962 — 1966
Valedictorian
Renaissance Weekend
Chase Rowan Chase Rowan's Lehman Brothers Experience July 2005 - June 2007
Job Director, Finance at Neighborhood Development Company
Industry Commercial Real Estate
Experience
Neighborhood Development Company October 2014 - Present
CapitalSource March 2013 - October 2014
Bloomberg February 2010 - October 2012
Echo Lake Entertainment June 2009 - February 2010
Lehman Brothers July 2005 - June 2007
Skills
Business Strategy, Investments, General Management, Real Estate
Education
Harvard Business School 2007 — 2009
MBA
University of Richmond 2001 — 2005
BS, Business Administration
Neighborhood Development Company October 2014 - Present
CapitalSource March 2013 - October 2014
Bloomberg February 2010 - October 2012
Echo Lake Entertainment June 2009 - February 2010
Lehman Brothers July 2005 - June 2007
Skills
Business Strategy, Investments, General Management, Real Estate
Education
Harvard Business School 2007 — 2009
MBA
University of Richmond 2001 — 2005
BS, Business Administration
David Galper's Lehman Brothers Experience 2004 - 2006
Job Managing Director at ICR
Industry Investment Banking
Experience
ICR June 2014 - Present
KeyBanc Capital Markets 2009 - May 2014
Jefferies & Company 2006 - 2008
Lehman Brothers 2004 - 2006
Deutsche Banc Alex. Brown 1998 - 2000
Skills
Retail, Apparel, Footwear, Consumer Products, Financial Sponsors, Investment Banking, Mergers & Acquisitions, Business Strategy, Equity Capital Markets, Leveraged Finance, Capital Raising, Mergers, Equities, Executive Management, Corporate Finance, Capital Markets, IPO
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Economics
ICR June 2014 - Present
KeyBanc Capital Markets 2009 - May 2014
Jefferies & Company 2006 - 2008
Lehman Brothers 2004 - 2006
Deutsche Banc Alex. Brown 1998 - 2000
Skills
Retail, Apparel, Footwear, Consumer Products, Financial Sponsors, Investment Banking, Mergers & Acquisitions, Business Strategy, Equity Capital Markets, Leveraged Finance, Capital Raising, Mergers, Equities, Executive Management, Corporate Finance, Capital Markets, IPO
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Zach Kelly Zach Kelly's Lehman Brothers Experience April 2008 - September 2008
Job Vice President, Marketing at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch January 2015 - Present
SME May 2013 - December 2014
SME June 2012 - May 2013
SME June 2011 - June 2012
Barker DZP January 2010 - June 2011
Teach for America August 2007 - June 2010
Lehman Brothers April 2008 - September 2008
Tobin & Grifferty Law Firm PC June 2006 - September 2007
Skills
Team Leadership, Advertising, Marketing Strategy, Brand Management, Sports Marketing, Account Management, Digital Marketing, Social Media Marketing, Strategic Planning, Sponsorship Activation, Strategy, Creative Direction, Management, Leadership, New Business Development, Marketing, Social Media
Education
Hamilton College 2003 — 2007
Bachelor of Arts, Public Policy & English Lit
Pace University 2007 — 2009
Teach For America Masters of Science in Teaching / Education Program
Merrill Lynch January 2015 - Present
SME May 2013 - December 2014
SME June 2012 - May 2013
SME June 2011 - June 2012
Barker DZP January 2010 - June 2011
Teach for America August 2007 - June 2010
Lehman Brothers April 2008 - September 2008
Tobin & Grifferty Law Firm PC June 2006 - September 2007
Skills
Team Leadership, Advertising, Marketing Strategy, Brand Management, Sports Marketing, Account Management, Digital Marketing, Social Media Marketing, Strategic Planning, Sponsorship Activation, Strategy, Creative Direction, Management, Leadership, New Business Development, Marketing, Social Media
Education
Hamilton College 2003 — 2007
Bachelor of Arts, Public Policy & English Lit
Pace University 2007 — 2009
Teach For America Masters of Science in Teaching / Education Program
Doria Holbrook Doria Holbrook's Lehman Brothers Experience June 2007 - August 2007
Job Manager, Vendor Management Desktops & Monitors
Industry Retail
Experience
Amazon July 2014 - Present
Nike June 2013 - August 2013
Amazon April 2012 - August 2012
Amazon.com August 2010 - May 2012
McKinsey & Company October 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Boeing Commercial Airplanes June 2006 - August 2006
Skills
Analytics, Competitive Analysis, Business Strategy, Cross-functional Team..., Strategy, Management, Segmentation, Supply Chain, Financial Modeling, E-commerce, Pricing, Leadership, Product Management, Finance, Program Management
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.), with Distinction
Massachusetts Institute of Technology 2004 — 2008
B.S., Mechanical Engineering
Amazon July 2014 - Present
Nike June 2013 - August 2013
Amazon April 2012 - August 2012
Amazon.com August 2010 - May 2012
McKinsey & Company October 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Boeing Commercial Airplanes June 2006 - August 2006
Skills
Analytics, Competitive Analysis, Business Strategy, Cross-functional Team..., Strategy, Management, Segmentation, Supply Chain, Financial Modeling, E-commerce, Pricing, Leadership, Product Management, Finance, Program Management
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.), with Distinction
Massachusetts Institute of Technology 2004 — 2008
B.S., Mechanical Engineering
Nathan Hall's Lehman Brothers Experience June 2008 - August 2008
Job Associate Principal at The Chartis Group
Industry Hospital & Health Care
Experience
The Chartis Group July 2015 - Present
The Chartis Group June 2012 - June 2015
Phreesia June 2009 - June 2012
Lehman Brothers June 2008 - August 2008
The Chartis Group 2004 - 2007
Skills
Business Strategy, Marketing, Marketing Strategy, Management, Business Development, Strategy, Product Marketing, Management Consulting, Strategic Planning, Mergers & Acquisitions
Education
Harvard Business School 2007 — 2009
MBA
Purdue University 1999 — 2004
BS, Computer Engineering
The Chartis Group July 2015 - Present
The Chartis Group June 2012 - June 2015
Phreesia June 2009 - June 2012
Lehman Brothers June 2008 - August 2008
The Chartis Group 2004 - 2007
Skills
Business Strategy, Marketing, Marketing Strategy, Management, Business Development, Strategy, Product Marketing, Management Consulting, Strategic Planning, Mergers & Acquisitions
Education
Harvard Business School 2007 — 2009
MBA
Purdue University 1999 — 2004
BS, Computer Engineering
Roger Ach Roger Ach's Lehman Brothers Experience January 1970 - February 1972
Job Founder: Chicago West Pullman LLC
Industry Investment Banking
Experience
SocialPoint.Me December 2011 - Present
vADz Incorporated December 2008 - Present
OurTown Media LLC January 2007 - May 2009
CinciPulse.com 2006 - 2008
InQbate Systems 2005 - 2008
Chicago West Pullman LLC February 1983 - October 2004
American Steel and Wire June 1985 - October 1999
Prudential Financial January 1984 - April 1997
Oppenheimer & Co. February 1972 - March 1983
Lehman Brothers January 1970 - February 1972
Skills
Closing Deals, Web Development, Investment Banking, Venture Capital, Investments, Rail, Social Media Marketing, Entrepreneur, Start-ups, Entrepreneurship, Social Media, Strategic Partnerships, Online Marketing, Social Networking, Online Advertising, Deal Closure, E-commerce, Facebook, Marketing, SEM, Digital Marketing, Business Strategy, SEO, Digital Strategy, Digital Media, New Media, Corporate Finance, Brand Development, Strategic Planning, Mergers, Strategy, Integrated Marketing, Small Business, Public Relations, Management, New Business Development, Marketing Strategy, Direct Marketing, Email Marketing, Blogging, Mergers & Acquisitions, Advertising, Lead Generation, Mobile Marketing, PPC, Web Analytics, Web Marketing, Google Adwords, SMO, Website Development
Education
Hamilton College 1961 — 1962
NONE, ENGLISH
Worcester Academy 1959 — 1961
Wyoming High School 1956 — 1960
High School Diploma
SocialPoint.Me December 2011 - Present
vADz Incorporated December 2008 - Present
OurTown Media LLC January 2007 - May 2009
CinciPulse.com 2006 - 2008
InQbate Systems 2005 - 2008
Chicago West Pullman LLC February 1983 - October 2004
American Steel and Wire June 1985 - October 1999
Prudential Financial January 1984 - April 1997
Oppenheimer & Co. February 1972 - March 1983
Lehman Brothers January 1970 - February 1972
Skills
Closing Deals, Web Development, Investment Banking, Venture Capital, Investments, Rail, Social Media Marketing, Entrepreneur, Start-ups, Entrepreneurship, Social Media, Strategic Partnerships, Online Marketing, Social Networking, Online Advertising, Deal Closure, E-commerce, Facebook, Marketing, SEM, Digital Marketing, Business Strategy, SEO, Digital Strategy, Digital Media, New Media, Corporate Finance, Brand Development, Strategic Planning, Mergers, Strategy, Integrated Marketing, Small Business, Public Relations, Management, New Business Development, Marketing Strategy, Direct Marketing, Email Marketing, Blogging, Mergers & Acquisitions, Advertising, Lead Generation, Mobile Marketing, PPC, Web Analytics, Web Marketing, Google Adwords, SMO, Website Development
Education
Hamilton College 1961 — 1962
NONE, ENGLISH
Worcester Academy 1959 — 1961
Wyoming High School 1956 — 1960
High School Diploma
Hermes Alvarez's Lehman Brothers Experience April 2008 - June 2008
Job Product Manager at TripAdvisor
Industry Internet
Experience
TripAdvisor July 2014 - Present
Khosla Ventures June 2013 - August 2013
Schlumberger January 2009 - July 2012
Lehman Brothers April 2008 - June 2008
Skills
Competitive Analysis, Mergers & Acquisitions, Engineering, Business Strategy, Data Analysis, Strategic Planning, Mergers, Research, Market Entry, Process Engineering, Testing, Cross-functional Team..., Microsoft SQL Server, Microsoft Excel, PowerPoint
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Cambridge 2006 — 2007
M.Phil.
New Jersey Institute of Technology 2002 — 2006
B.S.
TripAdvisor July 2014 - Present
Khosla Ventures June 2013 - August 2013
Schlumberger January 2009 - July 2012
Lehman Brothers April 2008 - June 2008
Skills
Competitive Analysis, Mergers & Acquisitions, Engineering, Business Strategy, Data Analysis, Strategic Planning, Mergers, Research, Market Entry, Process Engineering, Testing, Cross-functional Team..., Microsoft SQL Server, Microsoft Excel, PowerPoint
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Cambridge 2006 — 2007
M.Phil.
New Jersey Institute of Technology 2002 — 2006
B.S.
Bonnie Messing-Pavlakis's Lehman Brothers Experience 1987 - 1990
Job COO | Chief of Staff | Chief Administrative Officer | Financial and Professional Services
Industry Financial Services
Experience
Geller & Company LLC 2008 - Present
Geller & Company LLC 2012 - 2015
Geller & Company LLC 2003 - 2014
Geller & Company LLC 2008 - 2010
Digitas LLC 2001 - 2003
Prudential Insurance Company of America 1999 - 2000
Citibank, N.A. 1995 - 1999
ITT Corporation 1991 - 1995
Lehman Brothers 1987 - 1990
Merrill Lynch Capital Markets 1983 - 1985
Skills
Strategic Planning, Profitability Analysis, Board / Investor..., Marketing Strategy, Implementation /..., Change Management, Process Improvement, Pricing Optimization, Culture Transformation, Risk Management, Business Continuity, Mergers & Acquisitions..., Divestitures, Business Valuations, Finance, Business Metrics &..., Budgeting & Forecasting, Scenario Planning, Human Resources Strategy, Employee Engagement, Employee Retention, Talent Management, Leadership, Compensation / Benefits..., Executive Compensation, Internal & External..., Vendor Management, Program Management, Project Management, IT Strategy, Legal / Compliance, Start-ups, Private Equity, Financial Services, Investment Banking, Fintech, Commercial Finance, Insurance, Retail Banking, Private Banking, Wealth Management, Family Offices
Education
Harvard Business School 1985 — 1987
MBA
Yale University 1979 — 1983
B.A. cum laude, Economics
Geller & Company LLC 2008 - Present
Geller & Company LLC 2012 - 2015
Geller & Company LLC 2003 - 2014
Geller & Company LLC 2008 - 2010
Digitas LLC 2001 - 2003
Prudential Insurance Company of America 1999 - 2000
Citibank, N.A. 1995 - 1999
ITT Corporation 1991 - 1995
Lehman Brothers 1987 - 1990
Merrill Lynch Capital Markets 1983 - 1985
Skills
Strategic Planning, Profitability Analysis, Board / Investor..., Marketing Strategy, Implementation /..., Change Management, Process Improvement, Pricing Optimization, Culture Transformation, Risk Management, Business Continuity, Mergers & Acquisitions..., Divestitures, Business Valuations, Finance, Business Metrics &..., Budgeting & Forecasting, Scenario Planning, Human Resources Strategy, Employee Engagement, Employee Retention, Talent Management, Leadership, Compensation / Benefits..., Executive Compensation, Internal & External..., Vendor Management, Program Management, Project Management, IT Strategy, Legal / Compliance, Start-ups, Private Equity, Financial Services, Investment Banking, Fintech, Commercial Finance, Insurance, Retail Banking, Private Banking, Wealth Management, Family Offices
Education
Harvard Business School 1985 — 1987
MBA
Yale University 1979 — 1983
B.A. cum laude, Economics
Austin Simmons Austin Simmons's Lehman Brothers Experience May 1999 - May 2002
Job Brightwork Real Estate
Industry Commercial Real Estate
Experience
Brightwork Real Estate June 2008 - Present
Hunt Douglas Real Estate Services January 2006 - June 2008
Unicorp Development July 2004 - December 2005
Eckerd May 2002 - July 2004
Lehman Brothers May 1999 - May 2002
Eckerd Corporation May 1997 - May 1999
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. July 1993 - May 1997
Skills
Real Estate Development, Commercial Real Estate, Real Estate, Location Intelligence, Real Estate Transactions, Corporate Real Estate, Dispositions, Leases, Investment Properties, Tenant
Education
University of Florida - Fredric G. Levin College of Law 1991 — 1993
Doctor of Law (J.D.), Law
Grinnell College 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Brightwork Real Estate June 2008 - Present
Hunt Douglas Real Estate Services January 2006 - June 2008
Unicorp Development July 2004 - December 2005
Eckerd May 2002 - July 2004
Lehman Brothers May 1999 - May 2002
Eckerd Corporation May 1997 - May 1999
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. July 1993 - May 1997
Skills
Real Estate Development, Commercial Real Estate, Real Estate, Location Intelligence, Real Estate Transactions, Corporate Real Estate, Dispositions, Leases, Investment Properties, Tenant
Education
University of Florida - Fredric G. Levin College of Law 1991 — 1993
Doctor of Law (J.D.), Law
Grinnell College 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Arjun Ohri Arjun Ohri's Lehman Brothers Experience 2004 - 2004
Job CEO at Fanrock
Industry Internet
Experience
Fanrock 2013 - Present
ReferMe Health 2013 - 2013
Zynga 2009 - 2013
Microsoft 2005 - 2008
Lehman Brothers 2004 - 2004
HotelSupplies.com 1998 - 1999
Skills
Product Management, Monetization, User Experience Design, Social Media, Business Analytics, Product Planning, Product Marketing, Analytics, User Experience, Social Games, Software Product..., Mobile Devices, Agile Project Management, Competitive Analysis, Strategy, Product Requirements, Mobile Applications, Cross-functional Team..., Start-ups, Product Development, Customer Acquisition, Digital Media, Entrepreneurship, Mobile Games, Video Games, Strategic Partnerships, Online Gaming, E-commerce, Go-to-market Strategy, Mobile Internet, Scalability
Education
Harvard Business School
MBA
University of California, Berkeley
BS, BA, Computer Science, Business Administration, Music
Canyon High School
International Baccalaureate (IB)
Fanrock 2013 - Present
ReferMe Health 2013 - 2013
Zynga 2009 - 2013
Microsoft 2005 - 2008
Lehman Brothers 2004 - 2004
HotelSupplies.com 1998 - 1999
Skills
Product Management, Monetization, User Experience Design, Social Media, Business Analytics, Product Planning, Product Marketing, Analytics, User Experience, Social Games, Software Product..., Mobile Devices, Agile Project Management, Competitive Analysis, Strategy, Product Requirements, Mobile Applications, Cross-functional Team..., Start-ups, Product Development, Customer Acquisition, Digital Media, Entrepreneurship, Mobile Games, Video Games, Strategic Partnerships, Online Gaming, E-commerce, Go-to-market Strategy, Mobile Internet, Scalability
Education
Harvard Business School
MBA
University of California, Berkeley
BS, BA, Computer Science, Business Administration, Music
Canyon High School
International Baccalaureate (IB)
Shraddha Shah Shraddha Shah's Lehman Brothers Experience July 2008 - September 2008
Job Sr Software Developer at Barclays Capital
Industry Computer Software
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 2008 - September 2008
Pringo January 2008 - June 2008
Qualcomm Inc. April 2007 - September 2007
University of Southern California August 2006 - September 2007
L&T Infotech June 2005 - May 2006
Skills
Java, SQL, Perl, XML, Apache, Spring, Multithreading, C++, JavaScript, Unix, Tomcat, Eclipse, Linux, Agile Methodologies, Java Enterprise Edition, TIBCO Rendezvous, Sybase, Subversion, Distributed Systems, C, Python, Hibernate, Shell Scripting, Solaris, .NET, CVS, JUnit, PHP, Design Patterns, Spring Framework, Algorithms, trading syste
Education
University of Southern California 2006 — 2007
Master's degree, Computer Science
Gujarat University 2001 — 2005
Bachelor of Engineering (B.E.), Inform
Barclays Capital September 2008 - Present
Lehman Brothers July 2008 - September 2008
Pringo January 2008 - June 2008
Qualcomm Inc. April 2007 - September 2007
University of Southern California August 2006 - September 2007
L&T Infotech June 2005 - May 2006
Skills
Java, SQL, Perl, XML, Apache, Spring, Multithreading, C++, JavaScript, Unix, Tomcat, Eclipse, Linux, Agile Methodologies, Java Enterprise Edition, TIBCO Rendezvous, Sybase, Subversion, Distributed Systems, C, Python, Hibernate, Shell Scripting, Solaris, .NET, CVS, JUnit, PHP, Design Patterns, Spring Framework, Algorithms, trading syste
Education
University of Southern California 2006 — 2007
Master's degree, Computer Science
Gujarat University 2001 — 2005
Bachelor of Engineering (B.E.), Inform
Andrea Zana Andrea Zana's Lehman Brothers Experience April 2004 - June 2006
Job Director at Amur Capital Group
Industry Banking
Experience
Amur Finance Company March 2015 - Present
CIT January 2013 - March 2015
CIT July 2006 - December 2012
Lehman Brothers April 2004 - June 2006
UBS November 2002 - April 2004
Morgan Stanley 2001 - 2002
Skills
Valuation, Corporate Finance, Financial Structuring, Financial Modeling, Private Equity, Portfolio Management, Due Diligence, Risk Management, Equity Research
Education
Harvard Business School 1999 — 2001
MBA, General Management
Yale University 1992 — 1996
BA, Economics
Amur Finance Company March 2015 - Present
CIT January 2013 - March 2015
CIT July 2006 - December 2012
Lehman Brothers April 2004 - June 2006
UBS November 2002 - April 2004
Morgan Stanley 2001 - 2002
Skills
Valuation, Corporate Finance, Financial Structuring, Financial Modeling, Private Equity, Portfolio Management, Due Diligence, Risk Management, Equity Research
Education
Harvard Business School 1999 — 2001
MBA, General Management
Yale University 1992 — 1996
BA, Economics
Jeff Ogden Jeff Ogden's Lehman Brothers Experience 2005 - 2008
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 2005 - 2008
Deutsche Bank Securities 2000 - 2005
Bankers Trust 1980 - 2000
Skills
Leveraged Finance, Series 7, Capital Markets, Financial Structuring, Hedge Funds, Equities, Fixed Income, Structured Finance, High Yield, Investment Banking, Private Equity, Financial Modeling, Alternative Investments, Valuation, LBO
Education
Southern Methodist University - Cox School of Business 1984 — 1986
MBA, Finance
Hamilton College 1976 — 1980
BA, English, Government
Governor Dummer Academy 1972 — 1976
Barclays Capital September 2008 - Present
Lehman Brothers 2005 - 2008
Deutsche Bank Securities 2000 - 2005
Bankers Trust 1980 - 2000
Skills
Leveraged Finance, Series 7, Capital Markets, Financial Structuring, Hedge Funds, Equities, Fixed Income, Structured Finance, High Yield, Investment Banking, Private Equity, Financial Modeling, Alternative Investments, Valuation, LBO
Education
Southern Methodist University - Cox School of Business 1984 — 1986
MBA, Finance
Hamilton College 1976 — 1980
BA, English, Government
Governor Dummer Academy 1972 — 1976
Shanel Shamley Shanel Shamley's Lehman Brothers Experience May 2003 - July 2005
Job Admin at Towers Watson
Industry Financial Services
Experience
Towers Watson June 2011 - Present
Nyia's Trucking February 2008 - August 2011
Advantage Professional 2011 - 2011
Oliver Wyman October 2006 - January 2008
Deerfield Capital Management August 2005 - August 2006
Lehman Brothers May 2003 - July 2005
Levitz Furniture January 2002 - November 2002
Nine West Group February 1999 - January 2002
Stroud's- The Linen Experts September 1995 - January 1999
Education
Harrington College of Design 2006 — 2009
Digital Photography
International Academy of Design
Fashion Merchandising Management
Towers Watson June 2011 - Present
Nyia's Trucking February 2008 - August 2011
Advantage Professional 2011 - 2011
Oliver Wyman October 2006 - January 2008
Deerfield Capital Management August 2005 - August 2006
Lehman Brothers May 2003 - July 2005
Levitz Furniture January 2002 - November 2002
Nine West Group February 1999 - January 2002
Stroud's- The Linen Experts September 1995 - January 1999
Education
Harrington College of Design 2006 — 2009
Digital Photography
International Academy of Design
Fashion Merchandising Management
Eddie Cairnie Eddie Cairnie's Lehman Brothers Experience August 2004 - October 2008
Job Executive Director at Citi
Industry Financial Services
Experience
Citi November 2008 - Present
Lehman Brothers August 2004 - October 2008
Morgan Stanley August 1997 - July 2004
Cairnie Associates May 1994 - July 1997
Salomon Brothers April 1989 - April 1994
Skills
Investment Banking, Financial Markets, Fixed Income, Financial Analysis, Reference Data, Market Data, Derivatives, Management, Capital Markets, Financial Modeling, Accounts Payable, Account Reconciliation, Asset Managment, Electronic Trading, Equities, Hedge Funds, Prime Brokerage, Business Strategy, Vendor Management, Equity Derivatives, Asset Management, Risk Management, Finance, Credit Derivatives, Interest Rate..., Valuation, Middle Office, Trading Systems, Structured Products, Swaps, Securities, Process Engineering, Financial Services, Expense Management, Process Improvement, FX Options, Business Analysis, Program Management, Business Intelligence, Cost Reduction, Strategic Leadership
Education
CIMA (Chartered Institute of Management Accountants)
Glasgow Caledonian University
B.A. in Accountancy, Accountacy
Citi November 2008 - Present
Lehman Brothers August 2004 - October 2008
Morgan Stanley August 1997 - July 2004
Cairnie Associates May 1994 - July 1997
Salomon Brothers April 1989 - April 1994
Skills
Investment Banking, Financial Markets, Fixed Income, Financial Analysis, Reference Data, Market Data, Derivatives, Management, Capital Markets, Financial Modeling, Accounts Payable, Account Reconciliation, Asset Managment, Electronic Trading, Equities, Hedge Funds, Prime Brokerage, Business Strategy, Vendor Management, Equity Derivatives, Asset Management, Risk Management, Finance, Credit Derivatives, Interest Rate..., Valuation, Middle Office, Trading Systems, Structured Products, Swaps, Securities, Process Engineering, Financial Services, Expense Management, Process Improvement, FX Options, Business Analysis, Program Management, Business Intelligence, Cost Reduction, Strategic Leadership
Education
CIMA (Chartered Institute of Management Accountants)
Glasgow Caledonian University
B.A. in Accountancy, Accountacy
Ted Chang's Lehman Brothers Experience July 2003 - July 2005
Job Acquiring or partnering with amazing companies which can help small business customers succeed
Industry Financial Services
Experience
GoDaddy April 2014 - Present
Intuit February 2011 - April 2014
Versa Capital Management August 2009 - December 2010
Tennenbaum Capital Partners, LLC August 2005 - June 2007
Lehman Brothers July 2003 - July 2005
Skills
Financial Modeling, Private Equity, Venture Capital, Due Diligence, Valuation, Mergers, Business Strategy, Corporate Development, Strategy, Mergers & Acquisitions, Start-ups, Competitive Analysis, Strategic Partnerships, Corporate Finance, Analytics, Business Development
Education
Harvard Business School 2007 — 2009
MBA
University of California, Los Angeles
BA
GoDaddy April 2014 - Present
Intuit February 2011 - April 2014
Versa Capital Management August 2009 - December 2010
Tennenbaum Capital Partners, LLC August 2005 - June 2007
Lehman Brothers July 2003 - July 2005
Skills
Financial Modeling, Private Equity, Venture Capital, Due Diligence, Valuation, Mergers, Business Strategy, Corporate Development, Strategy, Mergers & Acquisitions, Start-ups, Competitive Analysis, Strategic Partnerships, Corporate Finance, Analytics, Business Development
Education
Harvard Business School 2007 — 2009
MBA
University of California, Los Angeles
BA
Louis Beryl Louis Beryl's Lehman Brothers Experience 2007 - 2008
Job Founder & CEO at Earnest
Industry Financial Services
Experience
Earnest Inc 2013 - Present
Andreessen Horowitz 2012 - 2013
Harvard University 2011 - 2012
Deutsche Bank 2009 - 2009
Lehman Brothers 2007 - 2008
Morgan Stanley 2002 - 2007
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Due Diligence, Start-ups, Team Building, Venture Financing, Business Model..., Fundraising, Strategy, Public Policy, Data Analytics, Data Mining, Economics, Finance
Education
Harvard Business School 2010 — 2012
MBA, Entrepreneurship & General Management
Harvard University Kennedy School of Government 2009 — 2012
MPP, Public Policy
Princeton University 1999 — 2003
B.S.E., Operations Research and Financial Engineering
Massachusetts Institute of Technology 2011 — 2011
15.366: Energy Ventures
Earnest Inc 2013 - Present
Andreessen Horowitz 2012 - 2013
Harvard University 2011 - 2012
Deutsche Bank 2009 - 2009
Lehman Brothers 2007 - 2008
Morgan Stanley 2002 - 2007
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Due Diligence, Start-ups, Team Building, Venture Financing, Business Model..., Fundraising, Strategy, Public Policy, Data Analytics, Data Mining, Economics, Finance
Education
Harvard Business School 2010 — 2012
MBA, Entrepreneurship & General Management
Harvard University Kennedy School of Government 2009 — 2012
MPP, Public Policy
Princeton University 1999 — 2003
B.S.E., Operations Research and Financial Engineering
Massachusetts Institute of Technology 2011 — 2011
15.366: Energy Ventures
Elizabeth J. Knauss Elizabeth J. Knauss's Lehman Brothers Experience May 2004 - April 2008
Job Director at Oppenheimer
Industry Financial Services
Experience
Trelevate January 2014 - Present
Oppenheimer August 2014 - March 2015
Bloomberg Tradebook September 2008 - December 2013
Lehman Brothers May 2004 - April 2008
KBC Financial Products May 2003 - May 2004
Skills
Options, Equities, Derivatives, Trading, FX Options, Bonds, ETFs, Trading Strategies, FINRA, Traders, Electronic Trading, Equity Trading, Trading Systems, Bloomberg, Financial Markets, Equity Derivatives, Hedge Funds, Market Data, Capital Markets, Portfolio Management, Technical Analysis, Fixed Income, Securities, CDS, Alternative Investments, Series 63, Investments, Credit Derivatives, Bloomberg Terminal, Emerging Markets, Proprietary Trading, Investment Banking, Series 7, Asset Management, Commodity
Education
University of Oxford - Said Business School 2014 — 2015
Executive MBA
University of Oxford - Said Business School 2013 — 2014
Diploma in Financial Strategy
Pace University 2000 — 2003
BBA, International Management
Université Paris-Sorbonne 2002 — 2002
Study Abroad, Intenational Business & French
Griffith University 2000 — 2000
Study Abroad, International Business & Marine Biology; Gold Coast, Australia
Trelevate January 2014 - Present
Oppenheimer August 2014 - March 2015
Bloomberg Tradebook September 2008 - December 2013
Lehman Brothers May 2004 - April 2008
KBC Financial Products May 2003 - May 2004
Skills
Options, Equities, Derivatives, Trading, FX Options, Bonds, ETFs, Trading Strategies, FINRA, Traders, Electronic Trading, Equity Trading, Trading Systems, Bloomberg, Financial Markets, Equity Derivatives, Hedge Funds, Market Data, Capital Markets, Portfolio Management, Technical Analysis, Fixed Income, Securities, CDS, Alternative Investments, Series 63, Investments, Credit Derivatives, Bloomberg Terminal, Emerging Markets, Proprietary Trading, Investment Banking, Series 7, Asset Management, Commodity
Education
University of Oxford - Said Business School 2014 — 2015
Executive MBA
University of Oxford - Said Business School 2013 — 2014
Diploma in Financial Strategy
Pace University 2000 — 2003
BBA, International Management
Université Paris-Sorbonne 2002 — 2002
Study Abroad, Intenational Business & French
Griffith University 2000 — 2000
Study Abroad, International Business & Marine Biology; Gold Coast, Australia
Ameet Prabhu Ameet Prabhu's Lehman Brothers Experience 2005 - 2007
Job Equity Research Associate, Mobile & Cloud Technologies
Industry Financial Services
Experience
RBC Capital Markets April 2012 - Present
Ticonderoga Securities LLC 2010 - January 2012
Rodman & Renshaw 2009 - 2009
Axiom Capital Management 2008 - 2008
Lehman Brothers 2005 - 2007
Cognizant Technology Solutions November 2003 - March 2005
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Capital Markets, Equities, Investment Banking, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Analysis, Venture Capital, Mergers & Acquisitions, Finance, Industry Analysis, Financial Planning, SaaS, Strategic Planning, Strategy
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance, Accounting
Goa University 1999 — 2003
Bachelor's Degree, Electronics & Telecommunications Engineering
RBC Capital Markets April 2012 - Present
Ticonderoga Securities LLC 2010 - January 2012
Rodman & Renshaw 2009 - 2009
Axiom Capital Management 2008 - 2008
Lehman Brothers 2005 - 2007
Cognizant Technology Solutions November 2003 - March 2005
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Capital Markets, Equities, Investment Banking, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Analysis, Venture Capital, Mergers & Acquisitions, Finance, Industry Analysis, Financial Planning, SaaS, Strategic Planning, Strategy
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance, Accounting
Goa University 1999 — 2003
Bachelor's Degree, Electronics & Telecommunications Engineering
David Siffringer David Siffringer's Lehman Brothers Experience November 2005 - September 2008
Job Head of Equities Distribution, Americas at Barclays
Industry Investment Banking
Experience
Barclays December 2013 - Present
Barclays Investment Bank January 2012 - November 2013
Barclays September 2008 - December 2011
Lehman Brothers November 2005 - September 2008
Lehman Brothers May 2000 - November 2006
Prudential Financial July 1992 - May 2000
Skills
Derivatives, Trading, Equities, Electronic Trading, Hedge Funds, Bloomberg, Capital Markets, Securities, Investments, Fixed Income, Prime Brokerage, Portfolio Management, Equity Trading, Series 63, Options, Series 7, Equity Derivatives, Financial Markets, Structured Products, Investment Banking, Equity Research, Financial Services, FINRA, Trading Systems, Alternative Investments
Education
Gettysburg College 1986 — 1990
Barclays December 2013 - Present
Barclays Investment Bank January 2012 - November 2013
Barclays September 2008 - December 2011
Lehman Brothers November 2005 - September 2008
Lehman Brothers May 2000 - November 2006
Prudential Financial July 1992 - May 2000
Skills
Derivatives, Trading, Equities, Electronic Trading, Hedge Funds, Bloomberg, Capital Markets, Securities, Investments, Fixed Income, Prime Brokerage, Portfolio Management, Equity Trading, Series 63, Options, Series 7, Equity Derivatives, Financial Markets, Structured Products, Investment Banking, Equity Research, Financial Services, FINRA, Trading Systems, Alternative Investments
Education
Gettysburg College 1986 — 1990
Dan Bryant Dan Bryant's Lehman Brothers Experience January 2007 - September 2008
Job Intrapreneur in Residence at Thrivent Financial
Industry Information Technology and Services
Experience
Thrivent Financial April 2015 - Present
Nouvant June 2013 - Present
ApeniMED, Inc June 2010 - July 2013
ApeniMED, Inc. April 2010 - June 2012
Legal Business Advisors, LLC September 2009 - 2012
V2R Vision to Reality December 2008 - November 2009
Lehman Brothers January 2007 - September 2008
GMAC ResCap 2005 - 2007
GMAC ResCap 2002 - 2005
Leonard, Street and Deinard, PA 1998 - 2002
Skills
Strategic Planning, Venture Capital, Healthcare, Mergers, Start-ups, Private Equity, Mergers & Acquisitions, New Business Development, Entrepreneurship, Business Planning, Strategy, Business Strategy, SaaS, Business Development, Change Management, Analysis, Leadership, Management, Strategic Partnerships, Marketing, Finance, Business Process, Online Marketing, Portfolio Management, Sales, Management Consulting, Executive Management
Education
University of St. Thomas - Opus College of Business 1995 — 1999
MBA, Business
Hamline University School of Law 1993 — 1996
JD, Law
University of Minnesota-Twin Cities 1982 — 1988
BA, Humanities
Thrivent Financial April 2015 - Present
Nouvant June 2013 - Present
ApeniMED, Inc June 2010 - July 2013
ApeniMED, Inc. April 2010 - June 2012
Legal Business Advisors, LLC September 2009 - 2012
V2R Vision to Reality December 2008 - November 2009
Lehman Brothers January 2007 - September 2008
GMAC ResCap 2005 - 2007
GMAC ResCap 2002 - 2005
Leonard, Street and Deinard, PA 1998 - 2002
Skills
Strategic Planning, Venture Capital, Healthcare, Mergers, Start-ups, Private Equity, Mergers & Acquisitions, New Business Development, Entrepreneurship, Business Planning, Strategy, Business Strategy, SaaS, Business Development, Change Management, Analysis, Leadership, Management, Strategic Partnerships, Marketing, Finance, Business Process, Online Marketing, Portfolio Management, Sales, Management Consulting, Executive Management
Education
University of St. Thomas - Opus College of Business 1995 — 1999
MBA, Business
Hamline University School of Law 1993 — 1996
JD, Law
University of Minnesota-Twin Cities 1982 — 1988
BA, Humanities
Taheerah Barney Taheerah Barney's Lehman Brothers Experience April 2006 - September 2008
Job Direct Response Copywriter ★ #Unforgettable Brand Creator ★ Wingwoman for Status Quo Breakers
Industry Marketing and Advertising
Experience
www.fleshandbrand.com/brand May 2015 - Present
www.fleshandbrand.com February 2014 - Present
360 Nourishment November 2008 - June 2014
Center Stage Content October 2010 - February 2014
Lehman Brothers April 2006 - September 2008
Merill Lynch September 2004 - April 2006
Merrill Lynch June 2002 - September 2004
Skills
Copywriting, Email Marketing, Blogging, Content Marketing, Taglines, Web Content, Case Studies, Landing Pages, Social Media Marketing, Ebooks, Inbound Marketing, Wordpress, Entrepreneurship, Online Marketing, Offline Marketing, Branding & Identity, Marketing Strategy, Sarcasm, Humor, Freelance Writing, Content Strategy, Direct Marketing, Direct Response, Outbound Marketing, Slogans, Brand Development, Brand Management, B2B Marketing, B2B Marketing Strategy, Storytelling, Web Content Creation, Newsletters, Strategic Content..., Headline Writing
Education
Northeastern University 1996 — 2001
BS/BA, Marketing/International Business
Goldsmiths College, U. of London 1999 — 1999
Humanities
Institute for Integrative Nutrition 2006 — 2007
Holistic Health Consultant AADP member, Nutrition Natural Healing
www.fleshandbrand.com/brand May 2015 - Present
www.fleshandbrand.com February 2014 - Present
360 Nourishment November 2008 - June 2014
Center Stage Content October 2010 - February 2014
Lehman Brothers April 2006 - September 2008
Merill Lynch September 2004 - April 2006
Merrill Lynch June 2002 - September 2004
Skills
Copywriting, Email Marketing, Blogging, Content Marketing, Taglines, Web Content, Case Studies, Landing Pages, Social Media Marketing, Ebooks, Inbound Marketing, Wordpress, Entrepreneurship, Online Marketing, Offline Marketing, Branding & Identity, Marketing Strategy, Sarcasm, Humor, Freelance Writing, Content Strategy, Direct Marketing, Direct Response, Outbound Marketing, Slogans, Brand Development, Brand Management, B2B Marketing, B2B Marketing Strategy, Storytelling, Web Content Creation, Newsletters, Strategic Content..., Headline Writing
Education
Northeastern University 1996 — 2001
BS/BA, Marketing/International Business
Goldsmiths College, U. of London 1999 — 1999
Humanities
Institute for Integrative Nutrition 2006 — 2007
Holistic Health Consultant AADP member, Nutrition Natural Healing
Bruce McNill's Lehman Brothers Experience 1991 - 1995
Job Chief Trader at Citi
Industry Financial Services
Experience
Citi 2007 - Present
Morgan Stanley 2000 - 2007
Goldman Sachs 1995 - 2000
Lehman Brothers 1991 - 1995
1st Reconnaissance Battalion, USMC 1987 - 1991
Skills
Asset Management, Portfolio Management, Capital Markets, Financial Markets, Financial Modeling, Investments, Fixed Income, Trading Systems, Risk Management, Investment Banking, Options, Securities, Hedge Funds, Reconnaissance, Trading, Derivatives, Sniper, Valuation, Combat, Equities, FX Options, Leadership, Emerging Markets, Alternative Investments, Bloomberg, Bonds, Marksmanship, Series 7, Hedging, Interest Rate..., Corporate Finance, Financial Analysis, Special Operations, Credit, Structured Products, Electronic Trading, Market Risk, Swaps, Equity Derivatives, Proprietary Trading, Trading Strategies, Commodity, Equity Trading, Structured Finance, Equity Research, ETFs, FX trading, Volatility, Equity Valuation, Quantitative Finance
Education
Harvard Business School
Master of Business Administration (M.B.A.), Finance, General
Citi 2007 - Present
Morgan Stanley 2000 - 2007
Goldman Sachs 1995 - 2000
Lehman Brothers 1991 - 1995
1st Reconnaissance Battalion, USMC 1987 - 1991
Skills
Asset Management, Portfolio Management, Capital Markets, Financial Markets, Financial Modeling, Investments, Fixed Income, Trading Systems, Risk Management, Investment Banking, Options, Securities, Hedge Funds, Reconnaissance, Trading, Derivatives, Sniper, Valuation, Combat, Equities, FX Options, Leadership, Emerging Markets, Alternative Investments, Bloomberg, Bonds, Marksmanship, Series 7, Hedging, Interest Rate..., Corporate Finance, Financial Analysis, Special Operations, Credit, Structured Products, Electronic Trading, Market Risk, Swaps, Equity Derivatives, Proprietary Trading, Trading Strategies, Commodity, Equity Trading, Structured Finance, Equity Research, ETFs, FX trading, Volatility, Equity Valuation, Quantitative Finance
Education
Harvard Business School
Master of Business Administration (M.B.A.), Finance, General
Michael Adair Michael Adair's Lehman Brothers Experience 2003 - 2004
Job SVP Corporate Development, Rubicon Project
Industry Internet
Experience
Rubicon Project June 2013 - Present
Kazaana March 2011 - December 2012
Glam Media August 2008 - December 2009
Google March 2004 - July 2008
Lehman Brothers 2003 - 2004
Merrill Lynch 2001 - 2002
Emerson 1996 - 1999
Eaton 1995 - 1996
Electric Boat 1994 - 1995
Skills
Digital Media, Affiliate Marketing, Online Advertising, Business Strategy, Finance, Analytics, Google Adwords, Monetization, Strategic Partnerships, Mobile Advertising, Ad Serving, Scalability, Display Advertising, SEM, Product Management, Social Media Marketing, New Media, Lead Generation, Start-ups, Marketing Strategy, Mobile Devices, Investment Banking, Corporate Development, Web Analytics, PPC, E-commerce, Online Marketing, Digital Strategy, Ad Networks, Product Marketing, Mobile Marketing, SaaS, Venture Capital, Google Analytics, Digital Marketing, Social Media, User Experience, SEO, Strategy, Mobile Applications, Entrepreneurship, Search Advertising, Web Marketing, Conversion Optimization
Education
Harvard Business School 1999 — 2001
MBA, Finance, Venture Capital, Entrepreneurship
United States Merchant Marine Academy 1990 — 1994
B.S., Marine Engineering Systems
Rubicon Project June 2013 - Present
Kazaana March 2011 - December 2012
Glam Media August 2008 - December 2009
Google March 2004 - July 2008
Lehman Brothers 2003 - 2004
Merrill Lynch 2001 - 2002
Emerson 1996 - 1999
Eaton 1995 - 1996
Electric Boat 1994 - 1995
Skills
Digital Media, Affiliate Marketing, Online Advertising, Business Strategy, Finance, Analytics, Google Adwords, Monetization, Strategic Partnerships, Mobile Advertising, Ad Serving, Scalability, Display Advertising, SEM, Product Management, Social Media Marketing, New Media, Lead Generation, Start-ups, Marketing Strategy, Mobile Devices, Investment Banking, Corporate Development, Web Analytics, PPC, E-commerce, Online Marketing, Digital Strategy, Ad Networks, Product Marketing, Mobile Marketing, SaaS, Venture Capital, Google Analytics, Digital Marketing, Social Media, User Experience, SEO, Strategy, Mobile Applications, Entrepreneurship, Search Advertising, Web Marketing, Conversion Optimization
Education
Harvard Business School 1999 — 2001
MBA, Finance, Venture Capital, Entrepreneurship
United States Merchant Marine Academy 1990 — 1994
B.S., Marine Engineering Systems
Austin Stephen's Lehman Brothers Experience July 2007 - September 2008
Job Investment Analyst at Tremblant Capital
Industry Investment Management
Experience
Tremblant Capital July 2014 - Present
Advent International August 2009 - July 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2007 - September 2008
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Indiana University Bloomington 2003 — 2006
Bachelor of Science, Finance and Accoutning
Tremblant Capital July 2014 - Present
Advent International August 2009 - July 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2007 - September 2008
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Indiana University Bloomington 2003 — 2006
Bachelor of Science, Finance and Accoutning
Jeff Welger Jeff Welger's Lehman Brothers Experience July 2006 - June 2007
Job SVP Client Services and Development
Industry Pharmaceuticals
Experience
Inception Digital US (formerly ESSRX) October 2014 - Present
PAREXEL July 2008 - September 2014
Medical Events International July 2007 - June 2008
Lehman Brothers July 2006 - June 2007
Cardinal Health October 2003 - August 2006
World Health Communications 2000 - 2003
SCP Communications 1999 - 2000
Tavern on the Green 1998 - 1999
Celebrity Cruises 1997 - 1999
Norwegian Cruise Line 1994 - 1996
Skills
Live Broadcast, Digital Media, Webcasting, Web Conferences, Digital Signage, Marketing Communications, Event Management, Event Planning, Corporate Events, Meeting Planning, Registration, Management, Entertainment, Marketing Strategy, Account Management, Marketing, Trade Shows, Strategic Planning, Budgets, Human Resources, Contract Negotiation, Incentives, Program Management, Leadership, Sponsorship
Education
Hamilton College 1988 — 1992
BA, Economics & Psychology
Inception Digital US (formerly ESSRX) October 2014 - Present
PAREXEL July 2008 - September 2014
Medical Events International July 2007 - June 2008
Lehman Brothers July 2006 - June 2007
Cardinal Health October 2003 - August 2006
World Health Communications 2000 - 2003
SCP Communications 1999 - 2000
Tavern on the Green 1998 - 1999
Celebrity Cruises 1997 - 1999
Norwegian Cruise Line 1994 - 1996
Skills
Live Broadcast, Digital Media, Webcasting, Web Conferences, Digital Signage, Marketing Communications, Event Management, Event Planning, Corporate Events, Meeting Planning, Registration, Management, Entertainment, Marketing Strategy, Account Management, Marketing, Trade Shows, Strategic Planning, Budgets, Human Resources, Contract Negotiation, Incentives, Program Management, Leadership, Sponsorship
Education
Hamilton College 1988 — 1992
BA, Economics & Psychology
Marsha Grier Marsha Grier's Lehman Brothers Experience 1998 - 2009
Job Job Coordinator at Sobrinski Painting
Industry Construction
Experience
Monroe County Bar Association 2015 - Present
Sobrinski Painting 2012 - November 2014
Sobrinski 2012 - November 2014
Bank of America 2009 - 2011
Lehman Brothers 1998 - 2009
Skills
Employee Relations, Onboarding, Process Scheduler, Benefits Administration, Customer Service, Team Building, Time Management
Education
Grand Canyon University
Bachelor's Degree, Business Administration and Management, General
Monroe County Bar Association 2015 - Present
Sobrinski Painting 2012 - November 2014
Sobrinski 2012 - November 2014
Bank of America 2009 - 2011
Lehman Brothers 1998 - 2009
Skills
Employee Relations, Onboarding, Process Scheduler, Benefits Administration, Customer Service, Team Building, Time Management
Education
Grand Canyon University
Bachelor's Degree, Business Administration and Management, General
Bhakti Mirchandani Bhakti Mirchandani's Lehman Brothers Experience June 2004 - November 2008
Job
Industry Financial Services
Experience
Council on Foreign Relations June 2014 - Present
One William Street Capital June 2013 - Present
Arc Finance February 2012 - Present
Barclays October 2011 - May 2013
ACCION International August 2011 - September 2011
Unitus Capital January 2009 - September 2011
Lehman Brothers June 2004 - November 2008
Women's World Banking 2001 - 2003
Salomon Smith Barney 2000 - 2001
Salomon Smith Barney 1999 - 1999
Skills
Social Enterprise, Financial Services, Strategy, Financial Transactions, Emerging Markets, Business Strategy, Financial Modeling, Venture Capital, Microfinance, Due Diligence, Private Equity, Investment Banking, Business Development, International..., Corporate Finance, Strategic Planning, Mutual Funds, Investments, Finance, Fundraising, Structured Finance
Education
Harvard Business School 2003 — 2005
MBA
Harvard University, John F. Kennedy School of Government 2002 — 2005
MPA
Harvard University 1996 — 2000
AB, Chemistry
John Jay High School
Council on Foreign Relations June 2014 - Present
One William Street Capital June 2013 - Present
Arc Finance February 2012 - Present
Barclays October 2011 - May 2013
ACCION International August 2011 - September 2011
Unitus Capital January 2009 - September 2011
Lehman Brothers June 2004 - November 2008
Women's World Banking 2001 - 2003
Salomon Smith Barney 2000 - 2001
Salomon Smith Barney 1999 - 1999
Skills
Social Enterprise, Financial Services, Strategy, Financial Transactions, Emerging Markets, Business Strategy, Financial Modeling, Venture Capital, Microfinance, Due Diligence, Private Equity, Investment Banking, Business Development, International..., Corporate Finance, Strategic Planning, Mutual Funds, Investments, Finance, Fundraising, Structured Finance
Education
Harvard Business School 2003 — 2005
MBA
Harvard University, John F. Kennedy School of Government 2002 — 2005
MPA
Harvard University 1996 — 2000
AB, Chemistry
John Jay High School
Jon Einkauf Jon Einkauf's Lehman Brothers Experience June 2005 - August 2005
Job Senior Product Manager at Amazon Instant Video
Industry Internet
Experience
Amazon February 2015 - Present
Amazon July 2012 - February 2015
Amazon.com May 2011 - August 2011
Oliver Wyman January 2007 - July 2010
Endeavor September 2009 - December 2009
Lehman Brothers June 2005 - August 2005
US Embassy Athens June 2004 - August 2004
Skills
SQL, Access, PowerPoint, VBA, HTML, PHP, JavaScript, C, Microsoft Excel, Product Management, Cloud Computing, Big Data, Hadoop
Education
Harvard Business School 2010 — 2012
MBA, Business
National Taiwan University 2006 — 2006
Certificate, Mandarin Chinese
Harvard University 2002 — 2006
BA, Government
ABRHS 1998 — 2002
Amazon February 2015 - Present
Amazon July 2012 - February 2015
Amazon.com May 2011 - August 2011
Oliver Wyman January 2007 - July 2010
Endeavor September 2009 - December 2009
Lehman Brothers June 2005 - August 2005
US Embassy Athens June 2004 - August 2004
Skills
SQL, Access, PowerPoint, VBA, HTML, PHP, JavaScript, C, Microsoft Excel, Product Management, Cloud Computing, Big Data, Hadoop
Education
Harvard Business School 2010 — 2012
MBA, Business
National Taiwan University 2006 — 2006
Certificate, Mandarin Chinese
Harvard University 2002 — 2006
BA, Government
ABRHS 1998 — 2002
Eric Scott Kaplan's Lehman Brothers Experience June 2004 - July 2006
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank February 2013 - Present
Barclays Capital July 2006 - January 2013
Lehman Brothers June 2004 - July 2006
Skills
Fixed Income, Series 7, Capital Markets, Bloomberg, Investment Banking, Financial Modeling, Valuation, Series 63, Private Equity, Trading, Bonds, Banking, Credit
Education
Hamilton College 2000 — 2004
B.A., Economics
Radnor High School 1996 — 2000
Barclays Investment Bank February 2013 - Present
Barclays Capital July 2006 - January 2013
Lehman Brothers June 2004 - July 2006
Skills
Fixed Income, Series 7, Capital Markets, Bloomberg, Investment Banking, Financial Modeling, Valuation, Series 63, Private Equity, Trading, Bonds, Banking, Credit
Education
Hamilton College 2000 — 2004
B.A., Economics
Radnor High School 1996 — 2000
Brian Siegel's Lehman Brothers Experience January 1900 - January 2000
Job
Industry Information Technology and Services
Experience
Stratix Corporation January 2014 - Present
P&F USA August 2008 - January 2014
Philips Consumer Electronics January 2007 - July 2008
NCR Corporation July 2002 - December 2006
marchFIRST (USWeb/CKS) January 1901 - December 2000
Waterhouse Securities January 1901 - December 2000
Lehman Brothers January 1900 - January 2000
Skills
Product Management, Program Management, Vendor Management, Product Marketing, Project Management, Cross-functional Team..., Strategic Planning, Marketing Strategy, Team Leadership, Competitive Analysis, Pricing, Strategic Partnerships, New Business Development, Forecasting, Consumer Electronics, Product Development, Start-ups, Supply Chain, Account Management, Strategy, Business Planning, Business Strategy, Analysis, Training, Process Improvement, CRM, Operations Management, Call Centers, Supply Chain Management, Financial Analysis, Consumer Products, Sales Management, Contract Negotiation, Budgets, Management, Team Management
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
MBA
University of Rhode Island - College of Business Administration 1990 — 1994
BS
Woodward Academy 1985 — 1990
Stratix Corporation January 2014 - Present
P&F USA August 2008 - January 2014
Philips Consumer Electronics January 2007 - July 2008
NCR Corporation July 2002 - December 2006
marchFIRST (USWeb/CKS) January 1901 - December 2000
Waterhouse Securities January 1901 - December 2000
Lehman Brothers January 1900 - January 2000
Skills
Product Management, Program Management, Vendor Management, Product Marketing, Project Management, Cross-functional Team..., Strategic Planning, Marketing Strategy, Team Leadership, Competitive Analysis, Pricing, Strategic Partnerships, New Business Development, Forecasting, Consumer Electronics, Product Development, Start-ups, Supply Chain, Account Management, Strategy, Business Planning, Business Strategy, Analysis, Training, Process Improvement, CRM, Operations Management, Call Centers, Supply Chain Management, Financial Analysis, Consumer Products, Sales Management, Contract Negotiation, Budgets, Management, Team Management
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
MBA
University of Rhode Island - College of Business Administration 1990 — 1994
BS
Woodward Academy 1985 — 1990
Deno W Fischer's Lehman Brothers Experience August 1995 - June 1997
Job Senior Executive / Partner at Accenture Interactive
Industry Internet
Experience
Accenture January 2008 - Present
Memetrics Ltd June 2004 - December 2007
European Tech Tour Association March 2004 - July 2004
Xbridge Limited April 2000 - February 2004
Bain & Company August 1999 - April 2000
Lehman Brothers August 1995 - June 1997
Education
Harvard Business School 1997 — 1999
MBA, with Distinction, awarded First-year and Second-year Honors
Hochschule Reutlingen 1991 — 1995
ESB, Betriebswirtschaft, with Honours
Universidad Pontificia Comillas 1991 — 1995
ICADE - E4, Ciencias Empresariales Europeas, with Honours
Accenture January 2008 - Present
Memetrics Ltd June 2004 - December 2007
European Tech Tour Association March 2004 - July 2004
Xbridge Limited April 2000 - February 2004
Bain & Company August 1999 - April 2000
Lehman Brothers August 1995 - June 1997
Education
Harvard Business School 1997 — 1999
MBA, with Distinction, awarded First-year and Second-year Honors
Hochschule Reutlingen 1991 — 1995
ESB, Betriebswirtschaft, with Honours
Universidad Pontificia Comillas 1991 — 1995
ICADE - E4, Ciencias Empresariales Europeas, with Honours
Taylor Smith's Lehman Brothers Experience July 2001 - June 2003
Job Partner and Managing Director at BCG
Industry Management Consulting
Experience
BCG 2005 - Present
Lehman Brothers July 2001 - June 2003
Lehman Brothers July 1999 - June 2001
Skills
Strategy, Leveraged Finance, Market Entry, Corporate Development, Management, Capital Markets, Management Consulting, Due Diligence, Private Equity, Investment Banking, Venture Capital, Valuation, Financial Modeling, Mergers & Acquisitions, Business Strategy
Education
Harvard Business School 2003 — 2005
MBA
Williams College 1995 — 1999
BA
BCG 2005 - Present
Lehman Brothers July 2001 - June 2003
Lehman Brothers July 1999 - June 2001
Skills
Strategy, Leveraged Finance, Market Entry, Corporate Development, Management, Capital Markets, Management Consulting, Due Diligence, Private Equity, Investment Banking, Venture Capital, Valuation, Financial Modeling, Mergers & Acquisitions, Business Strategy
Education
Harvard Business School 2003 — 2005
MBA
Williams College 1995 — 1999
BA
Marc McManus's Lehman Brothers Experience May 2002 - August 2002
Job Principal at CIVC Partners
Industry Financial Services
Experience
CIVC Partners February 2007 - Present
Shellpoint Partners LLC September 2014 - Present
Shelter Mortgage January 2014 - July 2015
HSBC February 2006 - January 2007
Accenture June 1999 - January 2006
Lehman Brothers May 2002 - August 2002
Skills
Mergers, Strategic Planning, Private Equity, Economics, Valuation, Mortgage Banking, Executive Management, Due Diligence, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Development, Acquisitions, Portfolio Management, Strategy, Investments, Financial Analysis, Corporate Finance
Education
Harvard Business School 2001 — 2003
MBA, General Management
Vanderbilt University 1995 — 1999
Bachelor of Science (B.S.), Computer Science
Vanderbilt University 1995 — 1999
Bachelor of Science (B.S.), Economics
Forest Hills Central 1991 — 1995
CIVC Partners February 2007 - Present
Shellpoint Partners LLC September 2014 - Present
Shelter Mortgage January 2014 - July 2015
HSBC February 2006 - January 2007
Accenture June 1999 - January 2006
Lehman Brothers May 2002 - August 2002
Skills
Mergers, Strategic Planning, Private Equity, Economics, Valuation, Mortgage Banking, Executive Management, Due Diligence, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Development, Acquisitions, Portfolio Management, Strategy, Investments, Financial Analysis, Corporate Finance
Education
Harvard Business School 2001 — 2003
MBA, General Management
Vanderbilt University 1995 — 1999
Bachelor of Science (B.S.), Computer Science
Vanderbilt University 1995 — 1999
Bachelor of Science (B.S.), Economics
Forest Hills Central 1991 — 1995
Yashih Wu's Lehman Brothers Experience July 2003 - August 2005
Job
Industry Computer Software
Experience
IBM March 2014 - Present
IBM July 2013 - March 2014
IBM January 2012 - June 2013
IBM Global Business Services August 2010 - December 2011
JUCCCE (Joint US China Collaboration on Clean Energy) 2009 - 2009
The Beanstalk Group September 2005 - June 2008
Lehman Brothers July 2003 - August 2005
Skills
Venture Capital, Entrepreneurship, Cognitive Computing, Strategy, Strategic Partnerships, Management Consulting, Business Development, Business Strategy, Competitive Analysis, Program Management, Strategic Planning, Brand Management, Corporate Venture..., Analytics, Cloud Computing, Energy, Emerging Markets, Mobile Devices, Training
Education
Harvard Business School 2008 — 2010
MBA
Princeton University 1999 — 2003
B.A.
IBM March 2014 - Present
IBM July 2013 - March 2014
IBM January 2012 - June 2013
IBM Global Business Services August 2010 - December 2011
JUCCCE (Joint US China Collaboration on Clean Energy) 2009 - 2009
The Beanstalk Group September 2005 - June 2008
Lehman Brothers July 2003 - August 2005
Skills
Venture Capital, Entrepreneurship, Cognitive Computing, Strategy, Strategic Partnerships, Management Consulting, Business Development, Business Strategy, Competitive Analysis, Program Management, Strategic Planning, Brand Management, Corporate Venture..., Analytics, Cloud Computing, Energy, Emerging Markets, Mobile Devices, Training
Education
Harvard Business School 2008 — 2010
MBA
Princeton University 1999 — 2003
B.A.
Deborah Schueren's Lehman Brothers Experience 1986 - 1988
Job Finance Professional Life Sciences
Industry Biotechnology
Experience
Private life science companies 2002 - Present
Epimmune 1997 - 2001
Cytel 1992 - 1997
The Boston Consulting Group 1990 - 1992
Lehman Brothers 1986 - 1988
Education
Harvard Business School 1988 — 1990
MBA
Texas A&M University 1982 — 1986
B.S., Chemical Engineering
Private life science companies 2002 - Present
Epimmune 1997 - 2001
Cytel 1992 - 1997
The Boston Consulting Group 1990 - 1992
Lehman Brothers 1986 - 1988
Education
Harvard Business School 1988 — 1990
MBA
Texas A&M University 1982 — 1986
B.S., Chemical Engineering
Thor O'Connell's Lehman Brothers Experience August 2007 - September 2008
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2008 - Present
Bank of America Merrill Lynch January 2014 - Present
United States Marine Corps Reserve June 2002 - January 2013
Lehman Brothers August 2007 - September 2008
Citi May 2006 - August 2006
Atlantic Coast Airlines, Inc May 2002 - January 2005
United States Marine Corps May 1993 - June 2002
Skills
Risk Management, Leadership, Operational Planning, Strategic Planning, Security Clearance, Government, Risk Assessment, Military, Operations Management, Financial Modeling, Cross-functional Team..., DoD, Team Leadership, Process Improvement, Analysis, Leadership Development, Program Management, Military Experience, Military Operations, Policy, Command, Tactics, National Security, Training, Security, Management, Team Building, Navy, Intelligence Analysis, Defense, Top Secret, Aviation, Organizational..., Afghanistan, Weapons
Education
Georgia State University 2005 — 2007
MBA
American Military University 1999 — 2003
MA
Rensselaer Polytechnic Institute 1989 — 1993
BS
Bank of America Merrill Lynch September 2008 - Present
Bank of America Merrill Lynch January 2014 - Present
United States Marine Corps Reserve June 2002 - January 2013
Lehman Brothers August 2007 - September 2008
Citi May 2006 - August 2006
Atlantic Coast Airlines, Inc May 2002 - January 2005
United States Marine Corps May 1993 - June 2002
Skills
Risk Management, Leadership, Operational Planning, Strategic Planning, Security Clearance, Government, Risk Assessment, Military, Operations Management, Financial Modeling, Cross-functional Team..., DoD, Team Leadership, Process Improvement, Analysis, Leadership Development, Program Management, Military Experience, Military Operations, Policy, Command, Tactics, National Security, Training, Security, Management, Team Building, Navy, Intelligence Analysis, Defense, Top Secret, Aviation, Organizational..., Afghanistan, Weapons
Education
Georgia State University 2005 — 2007
MBA
American Military University 1999 — 2003
MA
Rensselaer Polytechnic Institute 1989 — 1993
BS
Charles (Chas) Walker's Lehman Brothers Experience 1988 - 1997
Job Special Situations & Mezz Investments, Merchant Banking, Family Office Advisor, Investment Banking: MENASSA
Industry Venture Capital & Private Equity
Experience
MPP AFRICA 2011 - Present
Marco Polo Partners AFRICA January 2008 - December 2010
Walker Capital Strategies September 1998 - September 2007
Strategic Resource Partners Capital LLC 1995 - 1997
Lehman Brothers 1988 - 1997
Skills
Private Equity, Mergers, Capital Markets, Investments, Restructuring, Business Strategy, Finance, Leveraged Finance, LBO, Digital Media, Venture Capital, Investment Banking, Valuation, Emerging Markets, Mergers & Acquisitions, Corporate Development, Hedge Funds, Structured Finance, Equities, Trading, Alternative Investments, Fixed Income, Capital, Strategy, Corporate Finance, IPO, Portfolio Management, M&A experience, Project Finance, Management, Private Placements, Asset Management, Equity Research, Executive Management, Start-ups, Due Diligence, Entrepreneurship, Business Valuation, Financial Structuring, Financial Modeling, Funding, Deal Sourcing, Investor Relations, Financial Markets
Education
Harvard Business School 1986 — 1988
MBA, Strategy and Finance
University of Michigan
BSME, Mechanical Engineering
MPP AFRICA 2011 - Present
Marco Polo Partners AFRICA January 2008 - December 2010
Walker Capital Strategies September 1998 - September 2007
Strategic Resource Partners Capital LLC 1995 - 1997
Lehman Brothers 1988 - 1997
Skills
Private Equity, Mergers, Capital Markets, Investments, Restructuring, Business Strategy, Finance, Leveraged Finance, LBO, Digital Media, Venture Capital, Investment Banking, Valuation, Emerging Markets, Mergers & Acquisitions, Corporate Development, Hedge Funds, Structured Finance, Equities, Trading, Alternative Investments, Fixed Income, Capital, Strategy, Corporate Finance, IPO, Portfolio Management, M&A experience, Project Finance, Management, Private Placements, Asset Management, Equity Research, Executive Management, Start-ups, Due Diligence, Entrepreneurship, Business Valuation, Financial Structuring, Financial Modeling, Funding, Deal Sourcing, Investor Relations, Financial Markets
Education
Harvard Business School 1986 — 1988
MBA, Strategy and Finance
University of Michigan
BSME, Mechanical Engineering
Jeremy Solomon's Lehman Brothers Experience June 2003 - June 2005
Job Capital Markets at Affirm
Industry Financial Services
Experience
Affirm, Inc. September 2015 - Present
Lending Club September 2014 - September 2015
Social Finance (SoFi) September 2011 - August 2014
Corsair Capital June 2009 - August 2009
Uganda Microfinance Ltd. June 2007 - July 2008
Deutsche Bank July 2005 - May 2007
Lehman Brothers June 2003 - June 2005
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Private Equity, Business Development, Due Diligence, Finance, Venture Capital, Capital Markets, Strategy, Valuation, Corporate Finance, Portfolio Management, Corporate Development, Emerging Markets, Entrepreneurship, Start-ups, Microfinance, Equities, Financial Analysis, Competitive Analysis, Investment Banking
Education
Harvard Business School 2008 — 2010
MBA
Indiana University - Kelley School of Business 1999 — 2003
BS
Affirm, Inc. September 2015 - Present
Lending Club September 2014 - September 2015
Social Finance (SoFi) September 2011 - August 2014
Corsair Capital June 2009 - August 2009
Uganda Microfinance Ltd. June 2007 - July 2008
Deutsche Bank July 2005 - May 2007
Lehman Brothers June 2003 - June 2005
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Private Equity, Business Development, Due Diligence, Finance, Venture Capital, Capital Markets, Strategy, Valuation, Corporate Finance, Portfolio Management, Corporate Development, Emerging Markets, Entrepreneurship, Start-ups, Microfinance, Equities, Financial Analysis, Competitive Analysis, Investment Banking
Education
Harvard Business School 2008 — 2010
MBA
Indiana University - Kelley School of Business 1999 — 2003
BS
Jon C. Walls's Lehman Brothers Experience 1992 - 2000
Job Managing Director, Los Angeles at Urban Capital of America
Industry Management Consulting
Experience
Urban Capital of America January 2012 - Present
Priniciple Management Consulting 2009 - Present
mid-sized mortgage company 2007 - 2008
Angel-funded Internet start-up 2000 - 2004
Lehman Brothers 1992 - 2000
Education
Harvard Business School
MBA
Harvard Law School
JD
Yale University
BA
Urban Capital of America January 2012 - Present
Priniciple Management Consulting 2009 - Present
mid-sized mortgage company 2007 - 2008
Angel-funded Internet start-up 2000 - 2004
Lehman Brothers 1992 - 2000
Education
Harvard Business School
MBA
Harvard Law School
JD
Yale University
BA
Jasraj Vaidya's Lehman Brothers Experience July 2006 - September 2008
Job Director at Barclays Capital, CMBS & Residential Credit Strategy
Industry Capital Markets
Experience
Barclays Capital March 2012 - Present
Barclays Capital March 2009 - February 2012
Barclays Capital September 2008 - March 2009
Lehman Brothers July 2006 - September 2008
Lehman Brothers July 2005 - June 2006
Skills
Derivatives, Capital Markets, Investment Banking, Fixed Income, Financial Modeling, Valuation, Credit Derivatives, Structured Products, ABS, MBS, Financial Structuring, Securitization, CDO, Credit
Education
Indian Institute of Management, Ahmedabad 2003 — 2005
MBA, Finance
Gujarat University 1999 — 2003
B.E., Computer Science
St. Xavier's School Ahmedabad 1997 — 1999
Higher Secondary School, Science
Barclays Capital March 2012 - Present
Barclays Capital March 2009 - February 2012
Barclays Capital September 2008 - March 2009
Lehman Brothers July 2006 - September 2008
Lehman Brothers July 2005 - June 2006
Skills
Derivatives, Capital Markets, Investment Banking, Fixed Income, Financial Modeling, Valuation, Credit Derivatives, Structured Products, ABS, MBS, Financial Structuring, Securitization, CDO, Credit
Education
Indian Institute of Management, Ahmedabad 2003 — 2005
MBA, Finance
Gujarat University 1999 — 2003
B.E., Computer Science
St. Xavier's School Ahmedabad 1997 — 1999
Higher Secondary School, Science
Jesse Isola, CFA's Lehman Brothers Experience August 2004 - February 2009
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs April 2010 - Present
Deans Wealth Management and The Brand Union (A WPP Company) March 2009 - April 2010
Neuberger Berman (formerly of Lehman Brothers) September 2008 - February 2009
Lehman Brothers August 2004 - February 2009
Merrill Lynch June 1998 - September 2001
Skills
Hedge Funds, Portfolio Management, Investment Banking, Investments, Asset Management, Fixed Income, Mutual Funds
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst
Harvard Business School 2002 — 2004
MBA
University of California, Los Angeles 1993 — 1998
Bachelor of Arts
Goldman Sachs April 2010 - Present
Deans Wealth Management and The Brand Union (A WPP Company) March 2009 - April 2010
Neuberger Berman (formerly of Lehman Brothers) September 2008 - February 2009
Lehman Brothers August 2004 - February 2009
Merrill Lynch June 1998 - September 2001
Skills
Hedge Funds, Portfolio Management, Investment Banking, Investments, Asset Management, Fixed Income, Mutual Funds
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst
Harvard Business School 2002 — 2004
MBA
University of California, Los Angeles 1993 — 1998
Bachelor of Arts
Aaron Schaechterle's Lehman Brothers Experience 2007 - July 2009
Job Equity Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group May 2014 - Present
Janus Capital Group June 2013 - August 2013
GTCR Golder Rauner July 2009 - June 2012
Lehman Brothers 2007 - July 2009
Lincoln International 2006 - 2007
Skills
Private Equity, Due Diligence, Valuation, Corporate Finance, Financial Modeling, LBO, Financial Analysis, Investment Banking, Mergers & Acquisitions, Capital Markets, Venture Capital, Equities, Investments
Education
Harvard Business School 2012 — 2014
MBA with High Distinction; Baker Scholar
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BBA, Finance
Janus Capital Group May 2014 - Present
Janus Capital Group June 2013 - August 2013
GTCR Golder Rauner July 2009 - June 2012
Lehman Brothers 2007 - July 2009
Lincoln International 2006 - 2007
Skills
Private Equity, Due Diligence, Valuation, Corporate Finance, Financial Modeling, LBO, Financial Analysis, Investment Banking, Mergers & Acquisitions, Capital Markets, Venture Capital, Equities, Investments
Education
Harvard Business School 2012 — 2014
MBA with High Distinction; Baker Scholar
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BBA, Finance
Arkesh Tripathi's Lehman Brothers Experience June 1995 - March 2001
Job Senior Database Administrator
Industry Information Technology and Services
Experience
Mizuho Securities USA March 2006 - Present
Moody's Corporation January 2005 - 2006
nMatrix August 2003 - July 2004
Credit Suisse March 2001 - January 2003
Lehman Brothers June 1995 - March 2001
Skills
Unix, Autosys, Trading Systems, Disaster Recovery, Business Intelligence, Data Warehousing, Databases, Solaris, Sybase, Market Data, Unix Shell Scripting, SDLC, Software Project..., Microsoft SQL Server, SQL, Oracle, Shell Scripting, Performance Tuning, Ground Up Development, Commercial Real Estate..., Hospitality Projects, Hospitality Suites, Hotel Asset Management, Multi-Property..., Profit Manager, Holidex, Extended Stay, Hospitality Finance, Electronic Trading, Trading System..., Trading Software, Quantitative Investment..., Low Latency Trading, Front Office Trading..., ION Marketview, Brokertec, Martini, Gloss, Anvil, Fixed Income Technology, Equities Technology, OATS, Loanet, FED, Repos, Sunguard, GMI, Clear Vision, Securities Lending, Algorithms
Education
Jamnalal Bajaj Institute of Management Studies 1986 — 1987
Post Graduate Diploma in Systems Management, Systems Engineering
Gujarat University 1984 — 1985
Computer Science, Computer Science
Gujarat University 1983 — 1984
Post Graduate Diploma in Materials Management, Business Administration and Management, General
Gujarat University 1978 — 1982
Bachelor of Science (BS), Mathematics
Mizuho Securities USA March 2006 - Present
Moody's Corporation January 2005 - 2006
nMatrix August 2003 - July 2004
Credit Suisse March 2001 - January 2003
Lehman Brothers June 1995 - March 2001
Skills
Unix, Autosys, Trading Systems, Disaster Recovery, Business Intelligence, Data Warehousing, Databases, Solaris, Sybase, Market Data, Unix Shell Scripting, SDLC, Software Project..., Microsoft SQL Server, SQL, Oracle, Shell Scripting, Performance Tuning, Ground Up Development, Commercial Real Estate..., Hospitality Projects, Hospitality Suites, Hotel Asset Management, Multi-Property..., Profit Manager, Holidex, Extended Stay, Hospitality Finance, Electronic Trading, Trading System..., Trading Software, Quantitative Investment..., Low Latency Trading, Front Office Trading..., ION Marketview, Brokertec, Martini, Gloss, Anvil, Fixed Income Technology, Equities Technology, OATS, Loanet, FED, Repos, Sunguard, GMI, Clear Vision, Securities Lending, Algorithms
Education
Jamnalal Bajaj Institute of Management Studies 1986 — 1987
Post Graduate Diploma in Systems Management, Systems Engineering
Gujarat University 1984 — 1985
Computer Science, Computer Science
Gujarat University 1983 — 1984
Post Graduate Diploma in Materials Management, Business Administration and Management, General
Gujarat University 1978 — 1982
Bachelor of Science (BS), Mathematics
Dax Alexander's Lehman Brothers Experience 1999 - 2002
Job Strategic Solutions Director at Tag Worldwide
Industry Marketing and Advertising
Experience
Tag Worldwide July 2013 - Present
DIRECTV December 2010 - July 2013
Express KCS May 2009 - November 2010
Williams Lea June 2006 - April 2009
Dax Marketing + Creative 2004 - 2006
Aquent 2003 - 2004
Independent Contractor 2002 - 2003
Lehman Brothers 1999 - 2002
Lehman Brothers 1993 - 1999
Merrill Lynch 1996 - 1997
Skills
Creative Direction, Graphic Design, Advertising, Art Direction, Marketing Communications, Copywriting, Social Media, Leadership, Mac, Direct Mail, Photography, Strategy, Multimedia, Marketing, Business Development, Copy Editing, Entrepreneurship, Packaging, Public Relations
Education
School of Visual Arts 2011 — 2013
Photography
Phase One Certification 2011 — 2011
Phase One Certified Professional, Photography
School of Visual Arts 2011 — 2011
Arts Abroad Program – Fashion Photography
University of Phoenix 2009 — 2010
Global Business Management
Harvard Business School
Executive Program - Business Perspectives for Creative Leaders (AIGA)
Virginia Polytechnic Institute and State University
Engineering and Philosophy
Aerobics and Fitness Association of America
Certification, Personal Trainer
Tag Worldwide July 2013 - Present
DIRECTV December 2010 - July 2013
Express KCS May 2009 - November 2010
Williams Lea June 2006 - April 2009
Dax Marketing + Creative 2004 - 2006
Aquent 2003 - 2004
Independent Contractor 2002 - 2003
Lehman Brothers 1999 - 2002
Lehman Brothers 1993 - 1999
Merrill Lynch 1996 - 1997
Skills
Creative Direction, Graphic Design, Advertising, Art Direction, Marketing Communications, Copywriting, Social Media, Leadership, Mac, Direct Mail, Photography, Strategy, Multimedia, Marketing, Business Development, Copy Editing, Entrepreneurship, Packaging, Public Relations
Education
School of Visual Arts 2011 — 2013
Photography
Phase One Certification 2011 — 2011
Phase One Certified Professional, Photography
School of Visual Arts 2011 — 2011
Arts Abroad Program – Fashion Photography
University of Phoenix 2009 — 2010
Global Business Management
Harvard Business School
Executive Program - Business Perspectives for Creative Leaders (AIGA)
Virginia Polytechnic Institute and State University
Engineering and Philosophy
Aerobics and Fitness Association of America
Certification, Personal Trainer
Ankush Gupta's Lehman Brothers Experience 2004 - 2007
Job Brands l Strategy l Innovation l Business Development
Industry Leisure, Travel & Tourism
Experience
Starwood Hotels & Resorts Worldwide, Inc. 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. 2013 - 2014
Starwood Hotels & Resorts Worldwide, Inc. 2011 - 2013
Barclays Capital 2009 - 2011
Lehman Brothers 2004 - 2007
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Business Strategy, Management, Leadership, Financial Analysis, Cross-functional Team..., Investment Banking, Business Development, Marketing, Analysis, Market Analysis, Investments, Finance, Change Management, Management Consulting, Emerging Markets, Strategic Planning, Entrepreneurship, Mergers, Brand Management, Sales, Analytics, Due Diligence, Consulting, Market Research, Business Planning, Project Management, New Business Development, Strategic Partnerships
Education
Harvard Business School
MBA, Business Administration and Management, General
The Johns Hopkins University
Bachelor of Arts (B.A.), Economics, Entrepreneurship and Management
Starwood Hotels & Resorts Worldwide, Inc. 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. 2013 - 2014
Starwood Hotels & Resorts Worldwide, Inc. 2011 - 2013
Barclays Capital 2009 - 2011
Lehman Brothers 2004 - 2007
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Business Strategy, Management, Leadership, Financial Analysis, Cross-functional Team..., Investment Banking, Business Development, Marketing, Analysis, Market Analysis, Investments, Finance, Change Management, Management Consulting, Emerging Markets, Strategic Planning, Entrepreneurship, Mergers, Brand Management, Sales, Analytics, Due Diligence, Consulting, Market Research, Business Planning, Project Management, New Business Development, Strategic Partnerships
Education
Harvard Business School
MBA, Business Administration and Management, General
The Johns Hopkins University
Bachelor of Arts (B.A.), Economics, Entrepreneurship and Management
Eric Ajlouny's Lehman Brothers Experience October 2000 - September 2008
Job at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets November 2008 - Present
Lehman Brothers October 2000 - September 2008
Skills
Trading, Bonds, Money Market, Fixed Income, Capital Markets, Bloomberg
Education
Golden Gate University 2004 — 2007
MS, Finance
San Francisco State University 1997 — 2000
RBC Capital Markets November 2008 - Present
Lehman Brothers October 2000 - September 2008
Skills
Trading, Bonds, Money Market, Fixed Income, Capital Markets, Bloomberg
Education
Golden Gate University 2004 — 2007
MS, Finance
San Francisco State University 1997 — 2000
Gally Lee's Lehman Brothers Experience March 2003 - March 2005
Job Founder of Philly Athletics
Industry Sports
Experience
Philly Athletics September 2013 - Present
LCH.Clearnet May 2012 - September 2013
Nomura Securities August 2010 - May 2012
RBC April 2010 - August 2010
Merrill Lynch May 2005 - April 2009
Lehman Brothers March 2003 - March 2005
Fischer Francis Trees & Watts December 2001 - March 2003
Skills
Derivatives, Cash Management, Capital Markets, Fixed Income, Treasury, Equities, Treasury Management, Valuation, Hedge Funds, Settlement, Financial Services, Securities, Collateral Management, Back Office, Risk Management
Education
Hamilton College 1997 — 2001
BA, Ecnomics, English
Bronx Science 1993 — 1997
Philly Athletics September 2013 - Present
LCH.Clearnet May 2012 - September 2013
Nomura Securities August 2010 - May 2012
RBC April 2010 - August 2010
Merrill Lynch May 2005 - April 2009
Lehman Brothers March 2003 - March 2005
Fischer Francis Trees & Watts December 2001 - March 2003
Skills
Derivatives, Cash Management, Capital Markets, Fixed Income, Treasury, Equities, Treasury Management, Valuation, Hedge Funds, Settlement, Financial Services, Securities, Collateral Management, Back Office, Risk Management
Education
Hamilton College 1997 — 2001
BA, Ecnomics, English
Bronx Science 1993 — 1997
David Levine's Lehman Brothers Experience 2001 - 2003
Job Accelerating progress. Living my values. Helping people make dreams reality.
Industry Investment Management
Experience
Odin River January 2015 - Present
Artivest March 2013 - December 2014
Paulson & Co. 2009 - March 2013
Canyon Capital 2008 - 2008
Stutman Treister & Glatt 2007 - 2007
PAAMCO 2006 - 2006
Colony Capital 2003 - 2005
Lehman Brothers 2001 - 2003
Skills
Principal Investing, Private Equity, Valuation, Hedge Funds, Social Media, Mobile, Entrepreneurship, Automotive, Financial Modeling, Distressed Debt, Equities, Twitter, Internet, Technology, Value Investing, Event Driven, Economics, Macro, Leveraged Finance, Strategy, Capital Markets, LBO, Equity Research, Alternative Investments, Venture Capital, Investments, Business Strategy
Education
Harvard Business School 2005 — 2009
MBA
Harvard Law School 2005 — 2009
JD
Washington University in St. Louis 1997 — 2001
AB & BSBA
Odin River January 2015 - Present
Artivest March 2013 - December 2014
Paulson & Co. 2009 - March 2013
Canyon Capital 2008 - 2008
Stutman Treister & Glatt 2007 - 2007
PAAMCO 2006 - 2006
Colony Capital 2003 - 2005
Lehman Brothers 2001 - 2003
Skills
Principal Investing, Private Equity, Valuation, Hedge Funds, Social Media, Mobile, Entrepreneurship, Automotive, Financial Modeling, Distressed Debt, Equities, Twitter, Internet, Technology, Value Investing, Event Driven, Economics, Macro, Leveraged Finance, Strategy, Capital Markets, LBO, Equity Research, Alternative Investments, Venture Capital, Investments, Business Strategy
Education
Harvard Business School 2005 — 2009
MBA
Harvard Law School 2005 — 2009
JD
Washington University in St. Louis 1997 — 2001
AB & BSBA
Ben Marsh's Lehman Brothers Experience May 2007 - October 2010
Job Director, Equity Capital Markets, Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities October 2010 - Present
Lehman Brothers May 2007 - October 2010
Barclays Capital September 2008 - 2010
Goldman Sachs November 2005 - March 2007
Davis Polk & Wardwell 1999 - 2005
New York State Office of Federal Affairs 1994 - 1994
Education
University of Pennsylvania Law School 1996 — 1999
JD
Hamilton College 1989 — 1993
B.A., Government
Deutsche Bank Securities October 2010 - Present
Lehman Brothers May 2007 - October 2010
Barclays Capital September 2008 - 2010
Goldman Sachs November 2005 - March 2007
Davis Polk & Wardwell 1999 - 2005
New York State Office of Federal Affairs 1994 - 1994
Education
University of Pennsylvania Law School 1996 — 1999
JD
Hamilton College 1989 — 1993
B.A., Government
Anand Dharan, CFA's Lehman Brothers Experience July 2007 - September 2008
Job Fixed Income Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2015 - Present
McKinsey & Company August 2011 - March 2015
McKinsey & Company May 2010 - August 2010
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2006 - September 2006
Skills
Derivatives, Risk Management, Hedging, Structured Products, Strategy, Financial Modeling, Capital Markets, Financial Structuring, Commodity, Credit, Trading, Fixed Income, Mergers & Acquisitions, Securities, FX Options, Investments, Financial Risk, Valuation, Sales & Trading..., Institutional investing...
Education
Harvard Business School 2009 — 2011
MBA
Princeton University 2003 — 2007
A.B.
St. John's School 1991 — 2003
Wellington Management March 2015 - Present
McKinsey & Company August 2011 - March 2015
McKinsey & Company May 2010 - August 2010
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2006 - September 2006
Skills
Derivatives, Risk Management, Hedging, Structured Products, Strategy, Financial Modeling, Capital Markets, Financial Structuring, Commodity, Credit, Trading, Fixed Income, Mergers & Acquisitions, Securities, FX Options, Investments, Financial Risk, Valuation, Sales & Trading..., Institutional investing...
Education
Harvard Business School 2009 — 2011
MBA
Princeton University 2003 — 2007
A.B.
St. John's School 1991 — 2003
Sanchita Jain's Lehman Brothers Experience September 2008 - October 2008
Job DB2 UDB DBA at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services April 2010 - Present
Connectiva Systems October 2008 - March 2010
Lehman Brothers September 2008 - October 2008
IBM August 2006 - September 2008
Skills
DB2 UDB Advanced..., DB2 UDB performance..., Data Modelling, DB2 High avalaibility..., Unix Shell Scripting, Database Design, Oracle 11G concepts, Performance Tuning, SQL Tuning, Databases, Switches, Shell Scripting, Database Administration, DB2, Project Management, Unix, Master Data Management, Data Warehousing, Spring
Education
Guru Gobind Singh Indraprastha University 2002 — 2006
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
Tata Consultancy Services April 2010 - Present
Connectiva Systems October 2008 - March 2010
Lehman Brothers September 2008 - October 2008
IBM August 2006 - September 2008
Skills
DB2 UDB Advanced..., DB2 UDB performance..., Data Modelling, DB2 High avalaibility..., Unix Shell Scripting, Database Design, Oracle 11G concepts, Performance Tuning, SQL Tuning, Databases, Switches, Shell Scripting, Database Administration, DB2, Project Management, Unix, Master Data Management, Data Warehousing, Spring
Education
Guru Gobind Singh Indraprastha University 2002 — 2006
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
Paul Rooney's Lehman Brothers Experience 2005 - 2008
Job Director, Barclays Capital
Industry Financial Services
Experience
Barclays Capital June 2008 - Present
Lehman Brothers 2005 - 2008
Neuberger Berman 1994 - 2005
Education
Gettysburg College 1989 — 1993
BA
Chaminade High School 1984 — 1989
Barclays Capital June 2008 - Present
Lehman Brothers 2005 - 2008
Neuberger Berman 1994 - 2005
Education
Gettysburg College 1989 — 1993
BA
Chaminade High School 1984 — 1989
Debbie Xanders's Lehman Brothers Experience September 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Lehman Brothers September 2007 - Present
BNC Mortgage, a Lehman Brothers company 2005 - 2007
Fremont Investment and Loan September 2002 - December 2004
Saxon Mortgage August 1997 - September 2002
Education
Golden West College
Psychology
Lehman Brothers September 2007 - Present
BNC Mortgage, a Lehman Brothers company 2005 - 2007
Fremont Investment and Loan September 2002 - December 2004
Saxon Mortgage August 1997 - September 2002
Education
Golden West College
Psychology
Erik Goshin's Lehman Brothers Experience 2000 - 2002
Job
Industry Financial Services
Experience
Quinciple August 2013 - September 2014
Street Diligence, Inc. August 2013 - August 2014
Capital IQ, Inc. 2003 - August 2013
Lehman Brothers 2000 - 2002
JPMorgan Chase 1998 - 2000
Skills
Product Management, Content Development, Data Collection, Financial Technology, Strategic Partnerships, Capital Markets, Project Management, Content Management, Product Development, Human Capital, Financial Analysis, Market Data, Reference Data, Capital IQ, Equities, Business Development, Start-ups, Financial Markets, Investment Banking, Hedge Funds, Analytics
Education
The George Washington University 1996 — 1998
MA
Hamilton College 1989 — 1993
BA
Nichols School
Quinciple August 2013 - September 2014
Street Diligence, Inc. August 2013 - August 2014
Capital IQ, Inc. 2003 - August 2013
Lehman Brothers 2000 - 2002
JPMorgan Chase 1998 - 2000
Skills
Product Management, Content Development, Data Collection, Financial Technology, Strategic Partnerships, Capital Markets, Project Management, Content Management, Product Development, Human Capital, Financial Analysis, Market Data, Reference Data, Capital IQ, Equities, Business Development, Start-ups, Financial Markets, Investment Banking, Hedge Funds, Analytics
Education
The George Washington University 1996 — 1998
MA
Hamilton College 1989 — 1993
BA
Nichols School
Atul Khosla's Lehman Brothers Experience May 2005 - August 2005
Job Product Manager at Google
Industry Information Technology and Services
Experience
Google 2013 - Present
Google June 2012 - August 2012
Technology Crossover Ventures August 2008 - July 2011
McKinsey & Company August 2006 - July 2008
Lehman Brothers May 2005 - August 2005
Skills
Venture Capital, Financial Modeling, Private Equity, Strategy, Product Management, Valuation, Mergers & Acquisitions, Corporate Development, Due Diligence, Emerging Markets, LBO, Entrepreneurship, Start-ups, Management Consulting, Corporate Finance, Competitive Analysis, Strategic Partnerships, Investment Banking, Business Strategy
Education
Harvard Business School 2011 — 2013
MBA
University of Virginia 2002 — 2006
Bachelor of Science (BS), Computer Engineering; Economics
Midlothian High School 1998 — 2002
Google 2013 - Present
Google June 2012 - August 2012
Technology Crossover Ventures August 2008 - July 2011
McKinsey & Company August 2006 - July 2008
Lehman Brothers May 2005 - August 2005
Skills
Venture Capital, Financial Modeling, Private Equity, Strategy, Product Management, Valuation, Mergers & Acquisitions, Corporate Development, Due Diligence, Emerging Markets, LBO, Entrepreneurship, Start-ups, Management Consulting, Corporate Finance, Competitive Analysis, Strategic Partnerships, Investment Banking, Business Strategy
Education
Harvard Business School 2011 — 2013
MBA
University of Virginia 2002 — 2006
Bachelor of Science (BS), Computer Engineering; Economics
Midlothian High School 1998 — 2002
Danielle Sherwood's Lehman Brothers Experience September 2000 - February 2004
Job Board Trustee at Riverview Medical Center Foundation
Industry Financial Services
Experience
180 Turning Lives Around, Inc. July 2014 - Present
Riverview Medical Center Foundation March 2014 - Present
Horizons RCDS Summer Enrichment September 2010 - Present
Rumson Country Day School June 2009 - June 2012
Alson Capital February 2004 - January 2007
Lehman Brothers September 2000 - February 2004
Banc of America Securities March 1996 - August 2000
Goldman Sachs August 1990 - February 1994
Skills
Mergers & Acquisitions, Fundraising, Community Outreach, Nonprofits, Event Planning
Education
Harvard Business School 1988 — 1990
MBA, Business
Massachusetts Institute of Technology 1981 — 1985
BS, Finance
Coxsackie Athens High School 1977 — 1981
HS diploma
180 Turning Lives Around, Inc. July 2014 - Present
Riverview Medical Center Foundation March 2014 - Present
Horizons RCDS Summer Enrichment September 2010 - Present
Rumson Country Day School June 2009 - June 2012
Alson Capital February 2004 - January 2007
Lehman Brothers September 2000 - February 2004
Banc of America Securities March 1996 - August 2000
Goldman Sachs August 1990 - February 1994
Skills
Mergers & Acquisitions, Fundraising, Community Outreach, Nonprofits, Event Planning
Education
Harvard Business School 1988 — 1990
MBA, Business
Massachusetts Institute of Technology 1981 — 1985
BS, Finance
Coxsackie Athens High School 1977 — 1981
HS diploma
Rod Reynolds's Lehman Brothers Experience April 2007 - October 2010
Job Director at Spring 11
Industry Real Estate
Experience
Spring 11 March 2014 - Present
Centurion Real Estate Partners June 2012 - January 2014
Silverpeak Real Estate Partners June 2010 - May 2012
Lehman Brothers April 2007 - October 2010
TriMont Real Estate Advisors November 2001 - April 2007
Skills
Asset Management, Financial Analysis, Valuation, Dispositions, Due Diligence, Real Estate Finance, Acquisitions, Underwriting, Real Estate Economics, Real Estate, Disposition, Asset Managment, Portfolio Management, Real Estate Financing, Real Estate Private..., Real Estate Development, Real Estate Transactions
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
MBA, Finance
University of South Florida 1984 — 1988
BA - International Studies, History
Spring 11 March 2014 - Present
Centurion Real Estate Partners June 2012 - January 2014
Silverpeak Real Estate Partners June 2010 - May 2012
Lehman Brothers April 2007 - October 2010
TriMont Real Estate Advisors November 2001 - April 2007
Skills
Asset Management, Financial Analysis, Valuation, Dispositions, Due Diligence, Real Estate Finance, Acquisitions, Underwriting, Real Estate Economics, Real Estate, Disposition, Asset Managment, Portfolio Management, Real Estate Financing, Real Estate Private..., Real Estate Development, Real Estate Transactions
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
MBA, Finance
University of South Florida 1984 — 1988
BA - International Studies, History
Onur Goker, CFA's Lehman Brothers Experience 2003 - 2003
Job Executive Director, Private Equity
Industry Financial Services
Experience
IFC Asset Management Company 2013 - Present
Swicorp 2012 - 2014
Deutsche Bank 2004 - 2011
Lehman Brothers 2003 - 2003
Morgan Stanley 2000 - 2001
Credit Suisse 1997 - 2000
Skills
Private Equity, Project Finance, Origination, CDS, Mining, Oil, Renewable Energy, Manufacturing, Telecommunications, Debt, Structuring, Mezzanine, Swaps, ISDA, Asset Based Lending, Supply Chain, Aircraft, Credit, Structured Finance, Fixed Income, Derivatives, Energy, Capital Markets, Corporate Finance, CDO, LBO, Leveraged Finance, Options, High Yield, Securitization, Investment Banking, Private Placements, Factoring, Investments, Credit Derivatives, Bonds, Buyouts, Recapitalizations, Interest Rate Swaps, Valuation, Emerging Markets, Credit Analysis, Special Situations, Principal Investing, Trading, Credit Risk, Deal Structuring, Structured Products, Hedging, Financial Modeling
Education
Harvard Business School 2002 — 2004
M.B.A., VC/PE, Finance
Princeton University 1993 — 1997
B.S.E., Electrical Engineering with certificates in Engineering & Management Systems and Germanic Languages
Robert Koleji 1986 — 1993
High School
IFC Asset Management Company 2013 - Present
Swicorp 2012 - 2014
Deutsche Bank 2004 - 2011
Lehman Brothers 2003 - 2003
Morgan Stanley 2000 - 2001
Credit Suisse 1997 - 2000
Skills
Private Equity, Project Finance, Origination, CDS, Mining, Oil, Renewable Energy, Manufacturing, Telecommunications, Debt, Structuring, Mezzanine, Swaps, ISDA, Asset Based Lending, Supply Chain, Aircraft, Credit, Structured Finance, Fixed Income, Derivatives, Energy, Capital Markets, Corporate Finance, CDO, LBO, Leveraged Finance, Options, High Yield, Securitization, Investment Banking, Private Placements, Factoring, Investments, Credit Derivatives, Bonds, Buyouts, Recapitalizations, Interest Rate Swaps, Valuation, Emerging Markets, Credit Analysis, Special Situations, Principal Investing, Trading, Credit Risk, Deal Structuring, Structured Products, Hedging, Financial Modeling
Education
Harvard Business School 2002 — 2004
M.B.A., VC/PE, Finance
Princeton University 1993 — 1997
B.S.E., Electrical Engineering with certificates in Engineering & Management Systems and Germanic Languages
Robert Koleji 1986 — 1993
High School
Carl Chase's Lehman Brothers Experience August 2005 - September 2007
Job Sr. Java Developer / Architect Consultant
Industry Financial Services
Experience
Barclays Capital November 2007 - Present
Lehman Brothers August 2005 - September 2007
Citi June 1999 - August 2005
Skills
Java, Java Enterprise Edition, Web Services, XML, SQL, Spring Framework, Software Development, Agile Methodologies, Hibernate, Oracle, Spring, JDBC
Education
Glendale Community College
Computer Science
Barclays Capital November 2007 - Present
Lehman Brothers August 2005 - September 2007
Citi June 1999 - August 2005
Skills
Java, Java Enterprise Edition, Web Services, XML, SQL, Spring Framework, Software Development, Agile Methodologies, Hibernate, Oracle, Spring, JDBC
Education
Glendale Community College
Computer Science
Carolyn Strug's Lehman Brothers Experience 2000 - 2008
Job Elementary & Middle School Teacher
Industry Primary/Secondary Education
Experience
Alfred Nobel Elementary School October 2012 - Present
Northwest Middle School May 2012 - October 2012
Barclays Capital 2000 - 2009
Lehman Brothers 2000 - 2008
Salomon Smith Barney 1994 - 1997
Education
University of Illinois at Chicago 2009 — 2011
M.Ed., Elementary, Literacy
New York University 1990 — 1993
MA, Literature
Gustavus Adolphus College 1986 — 1990
BA, Classics, Literature, Music
Alfred Nobel Elementary School October 2012 - Present
Northwest Middle School May 2012 - October 2012
Barclays Capital 2000 - 2009
Lehman Brothers 2000 - 2008
Salomon Smith Barney 1994 - 1997
Education
University of Illinois at Chicago 2009 — 2011
M.Ed., Elementary, Literacy
New York University 1990 — 1993
MA, Literature
Gustavus Adolphus College 1986 — 1990
BA, Classics, Literature, Music
Kavita Ahuja Varma's Lehman Brothers Experience August 2006 - July 2007
Job Senior Business Analyst at Deloitte
Industry Information Technology and Services
Experience
Deloitte May 2011 - Present
NJM Insurance Group March 2009 - April 2010
AIG August 2007 - December 2008
Lehman Brothers August 2006 - July 2007
Education
Gujarat University 1998 — 2002
Deloitte May 2011 - Present
NJM Insurance Group March 2009 - April 2010
AIG August 2007 - December 2008
Lehman Brothers August 2006 - July 2007
Education
Gujarat University 1998 — 2002
Chris D'Alessandro's Lehman Brothers Experience April 1998 - September 2008
Job Managing Partner at Vicart Investors
Industry Information Technology and Services
Experience
Vicart Investors January 2015 - Present
Barclays Capital 2008 - March 2015
Lehman Brothers April 1998 - September 2008
Exxon 1996 - 1998
Skills
Fixed Income, Investment Banking, Trading Systems, Equities, Capital Markets, Derivatives, Risk Management, Market Data, Hedge Funds, Electronic Trading, Business Analysis, SDLC
Education
Gettysburg College 1992 — 1995
Vicart Investors January 2015 - Present
Barclays Capital 2008 - March 2015
Lehman Brothers April 1998 - September 2008
Exxon 1996 - 1998
Skills
Fixed Income, Investment Banking, Trading Systems, Equities, Capital Markets, Derivatives, Risk Management, Market Data, Hedge Funds, Electronic Trading, Business Analysis, SDLC
Education
Gettysburg College 1992 — 1995
Bailey Carson's Lehman Brothers Experience July 2006 - June 2009
Job VP Finance & Operations at willa
Industry Consumer Goods
Experience
willa July 2014 - Present
Urban Compass May 2013 - July 2014
Rent The Runway July 2012 - August 2012
Bonobos May 2012 - July 2012
Irving Place Capital July 2009 - June 2011
Lehman Brothers July 2006 - June 2009
Skills
Mergers, Financial Modeling, Private Equity, Financial Analysis, Corporate Finance
Education
Harvard Business School 2011 — 2013
MBA
Washington and Lee University 2002 — 2006
BS, Business Administration & Accounting
willa July 2014 - Present
Urban Compass May 2013 - July 2014
Rent The Runway July 2012 - August 2012
Bonobos May 2012 - July 2012
Irving Place Capital July 2009 - June 2011
Lehman Brothers July 2006 - June 2009
Skills
Mergers, Financial Modeling, Private Equity, Financial Analysis, Corporate Finance
Education
Harvard Business School 2011 — 2013
MBA
Washington and Lee University 2002 — 2006
BS, Business Administration & Accounting
Schecky Schechner's Lehman Brothers Experience October 2007 - September 2008
Job Managing Director at Barclays Capital
Industry Real Estate
Experience
Barclays Capital September 2008 - Present
Lehman Brothers October 2007 - September 2008
JPMorgan Real Estate - CMBS 2004 - 2007
Goldman Sachs September 1984 - September 2004
Skills
Real Estate Economics, Structured Finance, CMBS, Asset Managment, Financial Structuring, Capital Markets, Acquisitions, Alternative Investments, Asset Management, Banking, Bonds, Brokerage, Commercial Real Estate, Corporate Finance, Credit Analysis, Due Diligence, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Funding, Hedge Funds, Investment Banking, Investments, Loans, Loan Origination, Management, Mergers, Mezzanine, Private Equity, Portfolio Management, Real Estate, Real Estate Financing, Securitization, Structured Products, Venture Capital, Valuation, Finance, Investment Properties
Education
Harvard Business School 1980 — 1984
Masters, Business Administration
Harvard Law School 1980 — 1984
Juris Doctor
Yale University 1976 — 1980
BA, Economics, Political Science, Molecular Biophysics and Biochemsitry
Barclays Capital September 2008 - Present
Lehman Brothers October 2007 - September 2008
JPMorgan Real Estate - CMBS 2004 - 2007
Goldman Sachs September 1984 - September 2004
Skills
Real Estate Economics, Structured Finance, CMBS, Asset Managment, Financial Structuring, Capital Markets, Acquisitions, Alternative Investments, Asset Management, Banking, Bonds, Brokerage, Commercial Real Estate, Corporate Finance, Credit Analysis, Due Diligence, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Funding, Hedge Funds, Investment Banking, Investments, Loans, Loan Origination, Management, Mergers, Mezzanine, Private Equity, Portfolio Management, Real Estate, Real Estate Financing, Securitization, Structured Products, Venture Capital, Valuation, Finance, Investment Properties
Education
Harvard Business School 1980 — 1984
Masters, Business Administration
Harvard Law School 1980 — 1984
Juris Doctor
Yale University 1976 — 1980
BA, Economics, Political Science, Molecular Biophysics and Biochemsitry
Patrick Ravey's Lehman Brothers Experience December 2003 - March 2008
Job Project Manager at Pershing
Industry Banking
Experience
Pershing May 2012 - Present
Societe Generale June 2011 - December 2011
Credit Suisse June 2008 - May 2010
Credit Suisse 2008 - 2010
Lehman Brothers December 2003 - March 2008
Lehman Brothers 2003 - 2008
Deutsche Bank August 1998 - June 2003
Putnam Investments December 1991 - July 1998
The Boston Company September 1987 - December 1991
Skills
Risk Management, Business Analysis, SDLC, Project Management, Financial Risk, Management, Strategy, Analysis, Derivatives, Investment Banking, Equities
Education
Gordon Conwell Theological Seminary
Gordon-Conwell Seminary
M. Div
Washington University in St
B.A, Drama
Washington University in St. Louis
Pershing May 2012 - Present
Societe Generale June 2011 - December 2011
Credit Suisse June 2008 - May 2010
Credit Suisse 2008 - 2010
Lehman Brothers December 2003 - March 2008
Lehman Brothers 2003 - 2008
Deutsche Bank August 1998 - June 2003
Putnam Investments December 1991 - July 1998
The Boston Company September 1987 - December 1991
Skills
Risk Management, Business Analysis, SDLC, Project Management, Financial Risk, Management, Strategy, Analysis, Derivatives, Investment Banking, Equities
Education
Gordon Conwell Theological Seminary
Gordon-Conwell Seminary
M. Div
Washington University in St
B.A, Drama
Washington University in St. Louis
Joyce Minor's Lehman Brothers Experience 1994 - 2004
Job Professor at Macalester College
Industry Financial Services
Experience
Macalester College August 2008 - Present
Lehman Brothers 1994 - 2004
Piper Jaffray 1988 - 1990
Education
Harvard Business School 1991 — 1993
Macalester College 1984 — 1988
BA, Economics
Macalester College August 2008 - Present
Lehman Brothers 1994 - 2004
Piper Jaffray 1988 - 1990
Education
Harvard Business School 1991 — 1993
Macalester College 1984 — 1988
BA, Economics
Robert Hamill's Lehman Brothers Experience August 2003 - June 2008
Job Managing Director at Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Company October 2008 - Present
Lehman Brothers August 2003 - June 2008
JP Morgan & Company February 1994 - June 2002
Citibank Securities 1990 - 1994
Drexel Burnham Lambert 1988 - 1990
Skills
Fixed Income, Series 7, Leveraged Finance, Hedge Funds, High Yield, Asset Allocation, Private Equity, Leveraged Lending, Capital Markets, Trading, Emerging Markets, Portfolio Management, Equities, Alternative Investments, Private Placements, LBO, Bonds, Asset Management, Investment Banking, Options, Venture Capital, Valuation, Equity Research, Securities, Investments, Structured Products, Derivatives, Investment Management, Credit Derivatives, Financial Structuring, Structured Finance, Investment Strategies, Investor Relations, Equity Trading, Equity Derivatives, Special Situations, Corporate Development, Fund Of Funds, Bloomberg, Equity Valuation, Prime Brokerage, CDS, Series 63, ETFs, Financial Markets
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Hamilton College 1980 — 1984
BA, Economics & Mathematics
Jefferies & Company October 2008 - Present
Lehman Brothers August 2003 - June 2008
JP Morgan & Company February 1994 - June 2002
Citibank Securities 1990 - 1994
Drexel Burnham Lambert 1988 - 1990
Skills
Fixed Income, Series 7, Leveraged Finance, Hedge Funds, High Yield, Asset Allocation, Private Equity, Leveraged Lending, Capital Markets, Trading, Emerging Markets, Portfolio Management, Equities, Alternative Investments, Private Placements, LBO, Bonds, Asset Management, Investment Banking, Options, Venture Capital, Valuation, Equity Research, Securities, Investments, Structured Products, Derivatives, Investment Management, Credit Derivatives, Financial Structuring, Structured Finance, Investment Strategies, Investor Relations, Equity Trading, Equity Derivatives, Special Situations, Corporate Development, Fund Of Funds, Bloomberg, Equity Valuation, Prime Brokerage, CDS, Series 63, ETFs, Financial Markets
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Hamilton College 1980 — 1984
BA, Economics & Mathematics
Kyle Luciano's Lehman Brothers Experience May 2005 - August 2007
Job Police Officer at NYPD
Industry Law Enforcement
Experience
New York City Police Department July 2010 - Present
Aerotek June 2008 - July 2010
Lehman Brothers May 2005 - August 2007
Education
Gettysburg College 2004 — 2008
BA, Management, Economics
New York City Police Department July 2010 - Present
Aerotek June 2008 - July 2010
Lehman Brothers May 2005 - August 2007
Education
Gettysburg College 2004 — 2008
BA, Management, Economics
Shrikar Shah's Lehman Brothers Experience July 2007 - September 2009
Job Structured Notes Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2009 - Present
Lehman Brothers July 2007 - September 2009
Education
Johnson and Wales University 2001 — 2003
Bachelor of Science (BS), Accounting and Finance
Gujarat University 1995 — 2003
Gujarat University 1997 — 1999
Morgan Stanley August 2009 - Present
Lehman Brothers July 2007 - September 2009
Education
Johnson and Wales University 2001 — 2003
Bachelor of Science (BS), Accounting and Finance
Gujarat University 1995 — 2003
Gujarat University 1997 — 1999
Cyndi Piatt's Lehman Brothers Experience March 1997 - April 1999
Job Social Media/Engagement & SEO Consultant
Industry Marketing and Advertising
Experience
Cresco Fortuna, LLC January 2009 - Present
Paladin Construction, Inc. September 2005 - December 2008
New South Advertising, LLC January 2002 - September 2005
A.T. Kearney May 1999 - January 2002
Lehman Brothers March 1997 - April 1999
Harbinger Corporation February 1994 - March 1997
Hewlett-Packard 1982 - 1985
Skills
Blogging, SEO, Social Media, Graphic Design, WordPress, Adobe Creative Suite, Website Development, Marketing, Publishing, Editing, Photoshop, Proofreading, Digital Photography
Education
Thomas Edison State College 2014 — 2015
BA, Liberal Studies
Graceland University 1979 — 1983
Photography
Cresco Fortuna, LLC January 2009 - Present
Paladin Construction, Inc. September 2005 - December 2008
New South Advertising, LLC January 2002 - September 2005
A.T. Kearney May 1999 - January 2002
Lehman Brothers March 1997 - April 1999
Harbinger Corporation February 1994 - March 1997
Hewlett-Packard 1982 - 1985
Skills
Blogging, SEO, Social Media, Graphic Design, WordPress, Adobe Creative Suite, Website Development, Marketing, Publishing, Editing, Photoshop, Proofreading, Digital Photography
Education
Thomas Edison State College 2014 — 2015
BA, Liberal Studies
Graceland University 1979 — 1983
Photography
Lincoln D's Lehman Brothers Experience February 2008 - October 2008
Job Software Engineer at Wireless Generation
Industry Information Technology and Services
Experience
Wireless Generation February 2012 - Present
CitiVelocity eTrading February 2010 - January 2012
CME Group October 2008 - May 2010
Lehman Brothers February 2008 - October 2008
Broadridge Financial Services March 2007 - November 2007
PSPL March 2003 - November 2006
WebSci Technologies October 2001 - February 2003
Skills
Java, Multithreading, Spring, Core Java, Hibernate, Integration, Tomcat, Servers, Agile Methodologies, Perl, Unix, Java Enterprise Edition, Software Project..., Web Applications, Testing, XML, Spring Framework
Education
Goa University 1997 — 2001
B.E., Computer Science
Wireless Generation February 2012 - Present
CitiVelocity eTrading February 2010 - January 2012
CME Group October 2008 - May 2010
Lehman Brothers February 2008 - October 2008
Broadridge Financial Services March 2007 - November 2007
PSPL March 2003 - November 2006
WebSci Technologies October 2001 - February 2003
Skills
Java, Multithreading, Spring, Core Java, Hibernate, Integration, Tomcat, Servers, Agile Methodologies, Perl, Unix, Java Enterprise Edition, Software Project..., Web Applications, Testing, XML, Spring Framework
Education
Goa University 1997 — 2001
B.E., Computer Science
Naitik Desai's Lehman Brothers Experience
Job Developer at Lehman Brothers
Industry Investment Banking
Experience
Lehman Brothers
Skills
Microsoft SQL Server, Fixed Income, Trading Systems, SQL, Sybase, Market Data
Education
Gujarat University
New Jersey Institute of Technology
Lehman Brothers
Skills
Microsoft SQL Server, Fixed Income, Trading Systems, SQL, Sybase, Market Data
Education
Gujarat University
New Jersey Institute of Technology
Jerry Fadden's Lehman Brothers Experience 1987 - 1990
Job Chief Executive Officer Chief Financial Officer Financial Services Executive
Industry Financial Services
Experience
UBS Financial Services Inc. March 2013 - December 2014
Tower Hill Insurance Group January 2011 - June 2012
Fadden & Co., LLC 2005 - 2010
Platinum Underwriters Holdings, Ltd. March 2002 - June 2003
Paine Webber Group November 1999 - March 2002
Travelers Group 1990 - 1996
Lehman Brothers 1987 - 1990
Skills
Senior Financial..., Finance, Executive Management, Management, Mergers & Acquisitions, Capital Management, SEC Financial Reporting, Mergers, Investments, Strategic Financial..., Securities, Asset Management, Wealth Management, Financial Advisory, Regulatory Compliance, Capital Markets, Underwriting, Corporate Finance, Financial Risk, Risk Management, Internal Controls, Property & Casualty..., Insurance, Reinsurance, Statutory Accounting, Turnaround Specialist, Restructuring, Cash Flow Management, Change Implementation, Expense Reduction, Private Equity, Financial Modeling, Analysis, Portfolio Management, Hedge Funds, Investment Banking, Financial Analysis, Due Diligence, Valuation, Banking, Managerial Finance, Crisis Management, Complex Negotiations, Budgeting, Divestitures, Start-up Ventures, Operations Management, Business Intelligence, Fundraising, Strategy
Education
Harvard Business School
MBA
Stanford University
Bachelor of Arts (B.A.), Economics
UBS Financial Services Inc. March 2013 - December 2014
Tower Hill Insurance Group January 2011 - June 2012
Fadden & Co., LLC 2005 - 2010
Platinum Underwriters Holdings, Ltd. March 2002 - June 2003
Paine Webber Group November 1999 - March 2002
Travelers Group 1990 - 1996
Lehman Brothers 1987 - 1990
Skills
Senior Financial..., Finance, Executive Management, Management, Mergers & Acquisitions, Capital Management, SEC Financial Reporting, Mergers, Investments, Strategic Financial..., Securities, Asset Management, Wealth Management, Financial Advisory, Regulatory Compliance, Capital Markets, Underwriting, Corporate Finance, Financial Risk, Risk Management, Internal Controls, Property & Casualty..., Insurance, Reinsurance, Statutory Accounting, Turnaround Specialist, Restructuring, Cash Flow Management, Change Implementation, Expense Reduction, Private Equity, Financial Modeling, Analysis, Portfolio Management, Hedge Funds, Investment Banking, Financial Analysis, Due Diligence, Valuation, Banking, Managerial Finance, Crisis Management, Complex Negotiations, Budgeting, Divestitures, Start-up Ventures, Operations Management, Business Intelligence, Fundraising, Strategy
Education
Harvard Business School
MBA
Stanford University
Bachelor of Arts (B.A.), Economics
Andrea Tolchinsky's Lehman Brothers Experience 2001 - 2008
Job Head of Global Campus Recruiting at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2009 - Present
Bridgewater Associates January 2009 - June 2009
Lehman Brothers 2001 - 2008
PartMiner 2000 - 2001
McKinsey & Company 1992 - 2000
Education
Harvard Business School 1986 — 1988
MBA
Wellesley College 1981 — 1984
BA, Economics and French
Credit Suisse June 2009 - Present
Bridgewater Associates January 2009 - June 2009
Lehman Brothers 2001 - 2008
PartMiner 2000 - 2001
McKinsey & Company 1992 - 2000
Education
Harvard Business School 1986 — 1988
MBA
Wellesley College 1981 — 1984
BA, Economics and French
Ronak Mehta's Lehman Brothers Experience March 2006 - September 2008
Job Consultant at Citi
Industry Investment Banking
Experience
Citi March 2011 - Present
Deutsche Bank May 2010 - March 2011
Nomura Services India Pvt Ltd October 2008 - January 2010
Lehman Brothers March 2006 - September 2008
Direction Software Solutions November 2004 - March 2006
Wipro GE Medical Systems February 2004 - August 2004
Skills
Java Enterprise Edition, Spring, Servlets, SQL, JSP, Weblogic, JDBC, Oracle, Struts, Hibernate, Web Services, Agile Methodologies, PL/SQL, Java, JMS, Unix Shell Scripting, SOA, Ant, Sun Certified Java..., Software Project..., Tomcat, JBoss Application Server, XML, Flex, Websphere, Sybase, DB2, SDLC, Enterprise Architecture, EJB, J2EE Application..., Design Patterns, Core Java, JUnit
Education
Gujarat University 2001 — 2004
MCA, Computers
Sardar Patel University 1998 — 2001
BSc, Computer Science
Citi March 2011 - Present
Deutsche Bank May 2010 - March 2011
Nomura Services India Pvt Ltd October 2008 - January 2010
Lehman Brothers March 2006 - September 2008
Direction Software Solutions November 2004 - March 2006
Wipro GE Medical Systems February 2004 - August 2004
Skills
Java Enterprise Edition, Spring, Servlets, SQL, JSP, Weblogic, JDBC, Oracle, Struts, Hibernate, Web Services, Agile Methodologies, PL/SQL, Java, JMS, Unix Shell Scripting, SOA, Ant, Sun Certified Java..., Software Project..., Tomcat, JBoss Application Server, XML, Flex, Websphere, Sybase, DB2, SDLC, Enterprise Architecture, EJB, J2EE Application..., Design Patterns, Core Java, JUnit
Education
Gujarat University 2001 — 2004
MCA, Computers
Sardar Patel University 1998 — 2001
BSc, Computer Science
Elizabeth Donovan's Lehman Brothers Experience January 2006 - September 2008
Job Program Management Analyst
Industry Marketing and Advertising
Experience
Citi April 2009 - Present
Lehman Brothers January 2006 - September 2008
ForstmannLeff September 2004 - December 2005
Time Inc. September 1999 - September 2004
Skills
Digital Marketing, Financial Services, Marketing, Marketing Communications, Marketing Strategy, Program Management, Strategy
Education
Gettysburg College 1994 — 1998
Bachelor of Arts, Political Science/Philosophy
Citi April 2009 - Present
Lehman Brothers January 2006 - September 2008
ForstmannLeff September 2004 - December 2005
Time Inc. September 1999 - September 2004
Skills
Digital Marketing, Financial Services, Marketing, Marketing Communications, Marketing Strategy, Program Management, Strategy
Education
Gettysburg College 1994 — 1998
Bachelor of Arts, Political Science/Philosophy
Chandan Arora's Lehman Brothers Experience 2006 - 2008
Job Sr Business Analyst at Waste Management
Industry Information Technology and Services
Experience
Waste Management April 2013 - Present
Deloitte Consulting March 2010 - March 2013
Deloitte October 2008 - February 2010
Lehman Brothers 2006 - 2008
Tech Mahindra 2005 - 2006
Skills
SDLC, PL/SQL, Siebel, Requirements Gathering, Requirements Analysis, Business Process, Informatica, Business Analysis, Data Warehousing, Enterprise Architecture, Business Intelligence, Solution Architecture, Salesforce.com..., Salesforce.com...
Education
Guru Gobind Singh Indraprastha University 2002 — 2005
Master in Computers Applications, Computers
Delhi University 1999 — 2002
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Waste Management April 2013 - Present
Deloitte Consulting March 2010 - March 2013
Deloitte October 2008 - February 2010
Lehman Brothers 2006 - 2008
Tech Mahindra 2005 - 2006
Skills
SDLC, PL/SQL, Siebel, Requirements Gathering, Requirements Analysis, Business Process, Informatica, Business Analysis, Data Warehousing, Enterprise Architecture, Business Intelligence, Solution Architecture, Salesforce.com..., Salesforce.com...
Education
Guru Gobind Singh Indraprastha University 2002 — 2005
Master in Computers Applications, Computers
Delhi University 1999 — 2002
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Jacob Hitchen's Lehman Brothers Experience May 2006 - September 2008
Job Credit Operations Analyst
Industry Oil & Energy
Experience
Repsol January 2015 - Present
Macquarie Group April 2010 - November 2014
Nomura September 2008 - March 2011
Lehman Brothers May 2006 - September 2008
Skills
Derivatives, Capital Markets, Collateral Management, Investment Banking, Risk Management, Fixed Income, Equities, Financial Modeling, Options, Financial Analysis, Trading, Commodity, Hedge Funds, Swaps, Commodity Markets
Education
Griffith University 2001 — 2004
BA, Linguistics / Second Language Acquisition
Repsol January 2015 - Present
Macquarie Group April 2010 - November 2014
Nomura September 2008 - March 2011
Lehman Brothers May 2006 - September 2008
Skills
Derivatives, Capital Markets, Collateral Management, Investment Banking, Risk Management, Fixed Income, Equities, Financial Modeling, Options, Financial Analysis, Trading, Commodity, Hedge Funds, Swaps, Commodity Markets
Education
Griffith University 2001 — 2004
BA, Linguistics / Second Language Acquisition
Christopher Toomey, CFA's Lehman Brothers Experience 1997 - 2008
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley 2008 - December 2012
Lehman Brothers 1997 - 2008
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Series 7, Investments, Investment Banking, Wealth Management, Mutual Funds, Private Equity, Securities, Bloomberg, Chartered Financial...
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), English
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley 2008 - December 2012
Lehman Brothers 1997 - 2008
Skills
Fixed Income, Equities, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Series 7, Investments, Investment Banking, Wealth Management, Mutual Funds, Private Equity, Securities, Bloomberg, Chartered Financial...
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), English
Andy Wilmot's Lehman Brothers Experience September 2000 - September 2008
Job Managing Director at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2008 - Present
Lehman Brothers September 2000 - September 2008
Merrill Lynch April 1990 - September 2000
Skills
Asset Management, Retirement Planning, Equities, Alternative Investments, Investments, Series 7, Mutual Funds, Portfolio Management, Business Strategy, Series 63, Asset Allocation, Hedge Funds, Investment Management, Strategy, Investment Strategies, Wealth Management, Strategic Financial..., Securities, Fixed Income, ETFs, Separately Managed...
Education
Gettysburg College 1984 — 1988
Ba, Management
Allianz Global Investors September 2008 - Present
Lehman Brothers September 2000 - September 2008
Merrill Lynch April 1990 - September 2000
Skills
Asset Management, Retirement Planning, Equities, Alternative Investments, Investments, Series 7, Mutual Funds, Portfolio Management, Business Strategy, Series 63, Asset Allocation, Hedge Funds, Investment Management, Strategy, Investment Strategies, Wealth Management, Strategic Financial..., Securities, Fixed Income, ETFs, Separately Managed...
Education
Gettysburg College 1984 — 1988
Ba, Management
Nicholas Sarro-Waite, CFA's Lehman Brothers Experience 2003 - 2008
Job Analyst at Lascaux Resource Capital
Industry Capital Markets
Experience
Lascaux Resource Capital 2013 - Present
Commodity Risk Management Associates 2008 - 2013
Lehman Brothers 2003 - 2008
Skills
Asset Management, Hedge Funds, Fixed Income, Securities, Valuation, Asset Allocation, Asset Managment, Financial Modeling, Portfolio Management, Investments, Alternative Investments, Bonds, Due Diligence, Derivatives, Trading, Commodity, Bloomberg Terminal, Financial Analysis
Education
Hamilton College 1999 — 2003
American School in London
Pingry
Lascaux Resource Capital 2013 - Present
Commodity Risk Management Associates 2008 - 2013
Lehman Brothers 2003 - 2008
Skills
Asset Management, Hedge Funds, Fixed Income, Securities, Valuation, Asset Allocation, Asset Managment, Financial Modeling, Portfolio Management, Investments, Alternative Investments, Bonds, Due Diligence, Derivatives, Trading, Commodity, Bloomberg Terminal, Financial Analysis
Education
Hamilton College 1999 — 2003
American School in London
Pingry
Brian Tierney's Lehman Brothers Experience September 1997 - July 1999
Job Director Business Manager
Industry Investment Management
Experience
RBC April 2014 - Present
First New York Securities January 2011 - February 2014
City on a Hill Capital September 2010 - January 2011
Millennium Partners April 2002 - September 2010
Millennium Partners April 2002 - September 2010
MaxLotto July 1999 - March 2001
Lehman Brothers September 1997 - July 1999
Ernst & Young September 1991 - July 1995
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Management, Investments, Finance, Private Equity, Bloomberg, Trading, Capital Markets, Portfolio Management, Securities, Derivatives, Fund Of Funds, Investment Banking, Options, Investment Management, Bonds, Valuation, Series 7
Education
Harvard Business School 1995 — 1997
MBA
Villanova University 1987 — 1991
BS, Accounting, cum laude
RBC April 2014 - Present
First New York Securities January 2011 - February 2014
City on a Hill Capital September 2010 - January 2011
Millennium Partners April 2002 - September 2010
Millennium Partners April 2002 - September 2010
MaxLotto July 1999 - March 2001
Lehman Brothers September 1997 - July 1999
Ernst & Young September 1991 - July 1995
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Management, Investments, Finance, Private Equity, Bloomberg, Trading, Capital Markets, Portfolio Management, Securities, Derivatives, Fund Of Funds, Investment Banking, Options, Investment Management, Bonds, Valuation, Series 7
Education
Harvard Business School 1995 — 1997
MBA
Villanova University 1987 — 1991
BS, Accounting, cum laude
Chris Formichella's Lehman Brothers Experience 2007 - 2008
Job Vice President at Waterfall Asset Management
Industry Real Estate
Experience
Waterfall Asset Management August 2014 - Present
Garrison Investment Group June 2010 - July 2014
Ciena Capital LLC (formerly known as Business Loan Express) 2008 - June 2010
Lehman Brothers 2007 - 2008
CWCapital Asset Management 2005 - 2007
Allied Capital May 2003 - August 2005
U.S. Senate September 2002 - February 2003
Skills
Asset Management, Asset Managment, CMBS, Commercial Real Estate, Disposition, Due Diligence, Financial Modeling, Investments, Management, Portfolio Management, Real Estate, Real Estate Economics, Real Estate Financing, Valuation
Education
Gordon College 1997 — 2001
BA, Economics/Political Studies
Waterfall Asset Management August 2014 - Present
Garrison Investment Group June 2010 - July 2014
Ciena Capital LLC (formerly known as Business Loan Express) 2008 - June 2010
Lehman Brothers 2007 - 2008
CWCapital Asset Management 2005 - 2007
Allied Capital May 2003 - August 2005
U.S. Senate September 2002 - February 2003
Skills
Asset Management, Asset Managment, CMBS, Commercial Real Estate, Disposition, Due Diligence, Financial Modeling, Investments, Management, Portfolio Management, Real Estate, Real Estate Economics, Real Estate Financing, Valuation
Education
Gordon College 1997 — 2001
BA, Economics/Political Studies
Brian Ford's Lehman Brothers Experience June 2008 - August 2008
Job
Industry Investment Management
Experience
The TCW Group May 2015 - Present
PIMCO July 2010 - May 2015
PAAMCO 2009 - 2010
Lehman Brothers June 2008 - August 2008
HSBC May 2005 - April 2007
M. Safra & Co. April 2004 - May 2005
UBS Investment Bank July 2002 - April 2004
Skills
Fixed Income, Due Diligence, Investments, Hedge Funds, Valuation, Private Equity, Asset Management, Equities, Financial Modeling, Management, Bloomberg, Financial Analysis, Capital Markets, Trading, Alternative Investments, Portfolio Management
Education
Harvard Business School 2007 — 2009
MBA
Yale University 1998 — 2002
BA, Economics
KLHT
The TCW Group May 2015 - Present
PIMCO July 2010 - May 2015
PAAMCO 2009 - 2010
Lehman Brothers June 2008 - August 2008
HSBC May 2005 - April 2007
M. Safra & Co. April 2004 - May 2005
UBS Investment Bank July 2002 - April 2004
Skills
Fixed Income, Due Diligence, Investments, Hedge Funds, Valuation, Private Equity, Asset Management, Equities, Financial Modeling, Management, Bloomberg, Financial Analysis, Capital Markets, Trading, Alternative Investments, Portfolio Management
Education
Harvard Business School 2007 — 2009
MBA
Yale University 1998 — 2002
BA, Economics
KLHT
Michael Weissman's Lehman Brothers Experience 1993 - 1995
Job Head of Trading at Genesis Resources Inc.
Industry Financial Services
Experience
Genesis Resources Inc. September 2015 - Present
INTL FCStone Inc. 2009 - May 2015
Auramet Trading, LLC 2008 - 2009
INTL FCStone Inc. 2003 - 2008
Kiodex 2000 - 2002
Standard Bank Group 1995 - 2000
Lehman Brothers 1993 - 1995
Gerald Metals 1991 - 1993
AIG Trading 1990 - 1991
Philipp Brothers 1988 - 1990
Education
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Genesis Resources Inc. September 2015 - Present
INTL FCStone Inc. 2009 - May 2015
Auramet Trading, LLC 2008 - 2009
INTL FCStone Inc. 2003 - 2008
Kiodex 2000 - 2002
Standard Bank Group 1995 - 2000
Lehman Brothers 1993 - 1995
Gerald Metals 1991 - 1993
AIG Trading 1990 - 1991
Philipp Brothers 1988 - 1990
Education
Hamilton College 1979 — 1983
Bachelor of Arts (B.A.)
Chieoke Moore, CPA's Lehman Brothers Experience May 2008 - July 2008
Job Senior Analyst at Prairie Capital Advisors, Inc. | Investment Banking | ESOP Advisory | M&A | Valuations
Industry Investment Banking
Experience
Prairie Capital Advisors, Inc. January 2014 - Present
PwC July 2011 - January 2014
Georgia State University August 2010 - April 2011
PricewaterhouseCoopers June 2010 - August 2010
W.E.B. Du Bois Society August 2009 - April 2010
Morehouse Business Association 2009 - 2010
PwC June 2009 - August 2009
Lehman Brothers May 2008 - July 2008
Standard & Poor's June 2007 - August 2007
Skills
Tax Research, Tax Accounting, Accounting, Financial Reporting, Corporate Tax, Tax Preparation, GAAP, Financial Analysis, Tax, Financial Accounting, Microsoft Excel, Microsoft Word, Member of AICPA, Accounts Receivable, Bookkeeping, Income Tax, Sarbanes-Oxley Act, General Ledger, QuickBooks, Accounts Payable, Account Reconciliation, SEC filings, Internal Controls, CPA, US GAAP, Financial Statements, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Master of Taxation, Taxation
Morehouse College 2006 — 2010
Bachelor of Arts, Business Administration - Accounting, Summa Cum Laude
North Allegheny HS 2002 — 2006
Prairie Capital Advisors, Inc. January 2014 - Present
PwC July 2011 - January 2014
Georgia State University August 2010 - April 2011
PricewaterhouseCoopers June 2010 - August 2010
W.E.B. Du Bois Society August 2009 - April 2010
Morehouse Business Association 2009 - 2010
PwC June 2009 - August 2009
Lehman Brothers May 2008 - July 2008
Standard & Poor's June 2007 - August 2007
Skills
Tax Research, Tax Accounting, Accounting, Financial Reporting, Corporate Tax, Tax Preparation, GAAP, Financial Analysis, Tax, Financial Accounting, Microsoft Excel, Microsoft Word, Member of AICPA, Accounts Receivable, Bookkeeping, Income Tax, Sarbanes-Oxley Act, General Ledger, QuickBooks, Accounts Payable, Account Reconciliation, SEC filings, Internal Controls, CPA, US GAAP, Financial Statements, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Master of Taxation, Taxation
Morehouse College 2006 — 2010
Bachelor of Arts, Business Administration - Accounting, Summa Cum Laude
North Allegheny HS 2002 — 2006
Ali Liaqat's Lehman Brothers Experience July 2007 - September 2007
Job M.B.A. Candidate at Harvard Business School
Industry Computer Software
Experience
McKinsey & Company June 2015 - August 2015
salesforce.com January 2013 - June 2014
salesforce.com September 2012 - January 2013
salesforce.com November 2010 - September 2012
Barclays Capital (Lehman Brothers) 2008 - 2010
Lehman Brothers July 2007 - September 2007
Skills
Mergers & Acquisitions, Corporate Development, Management Consulting, Strategic Consulting, Financial Modeling, Corporate Finance, Venture Capital, Business Strategy, M&A experience, Cloud Computing, Investments, Mergers, Due Diligence, Start-ups, Valuation, Investment Banking, Business Valuation, Company Acquisitions, Negotiation, Financial Analysis, Strategy, Strategic Planning, International..., Strategic Analysis, M&A due diligence, Analysis, PaaS, Funding, Angel Investing, SaaS, Acquisition Integration, Salesforce.com, Leadership, Strategic Partnerships, Analytics, Competitive Analysis, Integration
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2008
B.A., Economics
McKinsey & Company June 2015 - August 2015
salesforce.com January 2013 - June 2014
salesforce.com September 2012 - January 2013
salesforce.com November 2010 - September 2012
Barclays Capital (Lehman Brothers) 2008 - 2010
Lehman Brothers July 2007 - September 2007
Skills
Mergers & Acquisitions, Corporate Development, Management Consulting, Strategic Consulting, Financial Modeling, Corporate Finance, Venture Capital, Business Strategy, M&A experience, Cloud Computing, Investments, Mergers, Due Diligence, Start-ups, Valuation, Investment Banking, Business Valuation, Company Acquisitions, Negotiation, Financial Analysis, Strategy, Strategic Planning, International..., Strategic Analysis, M&A due diligence, Analysis, PaaS, Funding, Angel Investing, SaaS, Acquisition Integration, Salesforce.com, Leadership, Strategic Partnerships, Analytics, Competitive Analysis, Integration
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2008
B.A., Economics
Dean Kessler's Lehman Brothers Experience December 1983 - June 1995
Job Private Mortgage Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2009 - Present
The Manhattan Mortgage Company June 1996 - April 2009
Lehman Brothers December 1983 - June 1995
Skills
Mortgage Lending, Residential Mortgages, Condos, Refinance, Investment Properties, First Time Home Buyers, Real Estate Transactions, Real Estate, Vacation Homes, Real Estate Financing, Residential Homes, Mortgage Banking, Investors, Underwriting, Loans
Education
Gettysburg College 1975 — 1979
BA Business Administration, Business Administration
Wells Fargo Bank April 2009 - Present
The Manhattan Mortgage Company June 1996 - April 2009
Lehman Brothers December 1983 - June 1995
Skills
Mortgage Lending, Residential Mortgages, Condos, Refinance, Investment Properties, First Time Home Buyers, Real Estate Transactions, Real Estate, Vacation Homes, Real Estate Financing, Residential Homes, Mortgage Banking, Investors, Underwriting, Loans
Education
Gettysburg College 1975 — 1979
BA Business Administration, Business Administration
Christopher Toomey's Lehman Brothers Experience August 1998 - May 2008
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley May 2008 - December 2012
Lehman Brothers August 1998 - May 2008
Skills
Portfolio Management, Analysis, Problem Solving, Investment Strategies, Asset Allocation, Asset Management, Equities, Hedge Funds
Education
Hamilton College 1994 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
Morgan Stanley Private Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley May 2008 - December 2012
Lehman Brothers August 1998 - May 2008
Skills
Portfolio Management, Analysis, Problem Solving, Investment Strategies, Asset Allocation, Asset Management, Equities, Hedge Funds
Education
Hamilton College 1994 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
Prabhakar Reddy Gujja's Lehman Brothers Experience April 2008 - February 2009
Job Sr Mainframe Consultant at INFOR
Industry Information Technology and Services
Experience
Infor March 2014 - Present
Health Management Associates, Inc. March 2013 - January 2014
The Depository Trust & Clearing Corporation September 2011 - December 2013
Citi November 2010 - August 2011
Barclays Capital March 2009 - October 2010
Lehman Brothers April 2008 - February 2009
Skills
JCL, VSAM, DB2, COBOL, Fileaid, CICS, Endeavor, Mainframe, SPUFI, Xpediter, IBM Utilities, QMF, Intertest, Serena Changeman, FTP, NDM, Data Migration, Panvalet, Message Queue, CA-7
Education
Gulbarga University
B.E, Mechanical Engineering
Infor March 2014 - Present
Health Management Associates, Inc. March 2013 - January 2014
The Depository Trust & Clearing Corporation September 2011 - December 2013
Citi November 2010 - August 2011
Barclays Capital March 2009 - October 2010
Lehman Brothers April 2008 - February 2009
Skills
JCL, VSAM, DB2, COBOL, Fileaid, CICS, Endeavor, Mainframe, SPUFI, Xpediter, IBM Utilities, QMF, Intertest, Serena Changeman, FTP, NDM, Data Migration, Panvalet, Message Queue, CA-7
Education
Gulbarga University
B.E, Mechanical Engineering
Arjan Kraan's Lehman Brothers Experience January 2001 - January 2006
Job Financial Services Professional
Industry Financial Services
Experience
BMO Capital Markets February 2011 - June 2012
Leerink Swann January 2006 - December 2008
Lehman Brothers January 2001 - January 2006
Merrill Lynch January 1997 - December 2000
Prudential Financial January 1997 - October 1997
Columbia Management (ex Fleet Investment Advisors) January 1996 - January 1997
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Skills
Capital Markets, Real Estate Private..., Strategic Consulting, Negotiation, Real Estate Acquisitions, Hedge Funds, Long-term Customer..., Communication, Collaborative Problem..., Alpha Generation, Key Account Management, Innovativeness, Trading, Buy-side, Securities Market, Securities License, Series 7, Series 63, Stock Market, Leadership, Strategic Thinking, Equities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Trading Systems, Electronic Trading, Fixed Income, US Equities, Strategic Partnerships, Bloomberg, Management, Multilingual, Proprietary Trading, Stock Picking, Equity Research, Stock Trading, Securities Regulation, Securities Offerings, Creative Solutions, Top Producer, Market Analysis, Sales, Financial Analysis, Fidessa, Eze Castle, FINRA
Education
Gordon College 1987 — 1989
Bachelor's degree
Haarlemmermeer Lyceum 1978 — 1984
Atheneum
BMO Capital Markets February 2011 - June 2012
Leerink Swann January 2006 - December 2008
Lehman Brothers January 2001 - January 2006
Merrill Lynch January 1997 - December 2000
Prudential Financial January 1997 - October 1997
Columbia Management (ex Fleet Investment Advisors) January 1996 - January 1997
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Skills
Capital Markets, Real Estate Private..., Strategic Consulting, Negotiation, Real Estate Acquisitions, Hedge Funds, Long-term Customer..., Communication, Collaborative Problem..., Alpha Generation, Key Account Management, Innovativeness, Trading, Buy-side, Securities Market, Securities License, Series 7, Series 63, Stock Market, Leadership, Strategic Thinking, Equities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Trading Systems, Electronic Trading, Fixed Income, US Equities, Strategic Partnerships, Bloomberg, Management, Multilingual, Proprietary Trading, Stock Picking, Equity Research, Stock Trading, Securities Regulation, Securities Offerings, Creative Solutions, Top Producer, Market Analysis, Sales, Financial Analysis, Fidessa, Eze Castle, FINRA
Education
Gordon College 1987 — 1989
Bachelor's degree
Haarlemmermeer Lyceum 1978 — 1984
Atheneum
Asami Ishimaru's Lehman Brothers Experience September 1983 - March 1987
Job
Industry Financial Services
Experience
SPE Capital July 2007 - Present
Golden Seeds 2008 - 2013
Paradigm Financial Products International January 1996 - July 2007
Allegra Bermuda Inc. May 1991 - February 1996
Goldman Sachs 1987 - 1991
Lehman Brothers September 1983 - March 1987
Skills
Hedge Funds, Investment Strategies, Capital Markets, Financial Markets, Financial Modeling, Investments, Venture Capital, Investment Advisory, Derivatives, Valuation, Financial Risk, Financial Analysis, Fundraising, Securities, Private Equity, Emerging Markets, Mergers & Acquisitions, Alternative Investments, Due Diligence, Investment Banking
Education
Harvard Business School 1981 — 1983
1983, Business
Harvard University 1975 — 1979
AB, Economics
SPE Capital July 2007 - Present
Golden Seeds 2008 - 2013
Paradigm Financial Products International January 1996 - July 2007
Allegra Bermuda Inc. May 1991 - February 1996
Goldman Sachs 1987 - 1991
Lehman Brothers September 1983 - March 1987
Skills
Hedge Funds, Investment Strategies, Capital Markets, Financial Markets, Financial Modeling, Investments, Venture Capital, Investment Advisory, Derivatives, Valuation, Financial Risk, Financial Analysis, Fundraising, Securities, Private Equity, Emerging Markets, Mergers & Acquisitions, Alternative Investments, Due Diligence, Investment Banking
Education
Harvard Business School 1981 — 1983
1983, Business
Harvard University 1975 — 1979
AB, Economics
Yuki Narula's Lehman Brothers Experience 1994 - 1997
Job Managing Director at Altpoint Capital Partners
Industry Venture Capital & Private Equity
Experience
Altpoint Capital Partners 2009 - Present
Claret Capital 2008 - 2009
J.P. Morgan 1999 - 2008
Lehman Brothers 1994 - 1997
Education
Anderson School at UCLA 1997 — 1999
MBA, Finance
Grinnell College 1990 — 1994
BA, Economics
La Martiniere 1976 — 1990
ICSE, ISC
Altpoint Capital Partners 2009 - Present
Claret Capital 2008 - 2009
J.P. Morgan 1999 - 2008
Lehman Brothers 1994 - 1997
Education
Anderson School at UCLA 1997 — 1999
MBA, Finance
Grinnell College 1990 — 1994
BA, Economics
La Martiniere 1976 — 1990
ICSE, ISC
John Rau's Lehman Brothers Experience 2005 - 2009
Job Attorney at Law at John C. Rau Law Firm
Industry Investment Management
Experience
John C. Rau Law Firm May 2015 - Present
Chilton Trust Company, LLC June 2010 - April 2015
Barclays Wealth 2009 - 2010
Lehman Brothers 2005 - 2009
Gunster, Yoakley & Stewart 1994 - 2005
Skills
Family Office, Estate Planning, Corporate Law, Private Equity, Venture Capital, Investments, Securities, Portfolio Management, Due Diligence, Hedge Funds, Wealth Management, Capital Markets, Equities, Mergers & Acquisitions, Asset Management, Financial Services
Education
NYU School of Law
JD, LLM (Taxation), Law
Hamilton College
John C. Rau Law Firm May 2015 - Present
Chilton Trust Company, LLC June 2010 - April 2015
Barclays Wealth 2009 - 2010
Lehman Brothers 2005 - 2009
Gunster, Yoakley & Stewart 1994 - 2005
Skills
Family Office, Estate Planning, Corporate Law, Private Equity, Venture Capital, Investments, Securities, Portfolio Management, Due Diligence, Hedge Funds, Wealth Management, Capital Markets, Equities, Mergers & Acquisitions, Asset Management, Financial Services
Education
NYU School of Law
JD, LLM (Taxation), Law
Hamilton College
Shane Edmondson's Lehman Brothers Experience May 1995 - June 2008
Job Director at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank June 2013 - Present
DB RREEF June 2008 - June 2013
Lehman Brothers May 1995 - June 2008
Lehman Brothers May 1995 - March 2008
Skills
Trading, Equities, Capital Markets, Hedge Funds, Asset Management, Bloomberg, Valuation, Fixed Income, Investments, Alternative Investments, Portfolio Management, Electronic Trading, Equity Trading, Securities, FINRA, Options, FX Trading
Education
Wilmington College 1989 — 1991
BS, Business Management
Gettysburg College 1986 — 1988
Deutsche Bank June 2013 - Present
DB RREEF June 2008 - June 2013
Lehman Brothers May 1995 - June 2008
Lehman Brothers May 1995 - March 2008
Skills
Trading, Equities, Capital Markets, Hedge Funds, Asset Management, Bloomberg, Valuation, Fixed Income, Investments, Alternative Investments, Portfolio Management, Electronic Trading, Equity Trading, Securities, FINRA, Options, FX Trading
Education
Wilmington College 1989 — 1991
BS, Business Management
Gettysburg College 1986 — 1988
Kimberly Wilcher's Lehman Brothers Experience December 1997 - September 2002
Job
Industry Financial Services
Experience
IPS Corporation July 2012 - June 2014
IPFS Coporation fka Imperial A.I Credit Companies (an AIG Company) January 2005 - June 2012
Lehman Brothers December 1997 - September 2002
Skills
Microsoft Office, Customer Service, Online Advertising, Advertising, Public Speaking, Strategic Planning, Software Documentation, Windows, Outlook, Microsoft Excel, PowerPoint, Facebook, Microsoft Word, Budgets, Research, Access, Leadership, Event Planning, Team Building, Data Analysis, Insurance
Education
Hampton University 1985 — 1989
Bachelor's degree, Marketing
IPS Corporation July 2012 - June 2014
IPFS Coporation fka Imperial A.I Credit Companies (an AIG Company) January 2005 - June 2012
Lehman Brothers December 1997 - September 2002
Skills
Microsoft Office, Customer Service, Online Advertising, Advertising, Public Speaking, Strategic Planning, Software Documentation, Windows, Outlook, Microsoft Excel, PowerPoint, Facebook, Microsoft Word, Budgets, Research, Access, Leadership, Event Planning, Team Building, Data Analysis, Insurance
Education
Hampton University 1985 — 1989
Bachelor's degree, Marketing
Avner Barak M.'s Lehman Brothers Experience 2002 - 2002
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
UBS 2009 - 2012
McKinsey & Company 2008 - 2009
McKinsey & Company 2006 - 2008
McKinsey & Company 2004 - 2006
Bill & Melinda Gates Foundation 2003 - 2003
Lehman Brothers 2002 - 2002
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2001 - 2001
Skills
Investment Banking, Management Consulting, Solicitation
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Harvard Law School 2000 — 2004
Doctor of Law (J.D.)
The Hebrew University 1997 — 2000
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
UBS 2009 - 2012
McKinsey & Company 2008 - 2009
McKinsey & Company 2006 - 2008
McKinsey & Company 2004 - 2006
Bill & Melinda Gates Foundation 2003 - 2003
Lehman Brothers 2002 - 2002
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2001 - 2001
Skills
Investment Banking, Management Consulting, Solicitation
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Harvard Law School 2000 — 2004
Doctor of Law (J.D.)
The Hebrew University 1997 — 2000
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
Michael Mood, CPA's Lehman Brothers Experience April 2003 - February 2009
Job Owner, LDM Accounting Services LLC
Industry Accounting
Experience
LDM Accounting Services, LLC November 2012 - Present
Barbacane, Thornton & Company LLP March 2009 - November 2012
Lehman Brothers April 2003 - February 2009
Skills
CPA, Financial Reporting, Internal Controls, GAAP, Accounting, Auditing, Financial Analysis, Tax, General Ledger, Income Tax, QuickBooks, Financial Statement..., US GAAP, Financial Accounting, External Audit, Sarbanes-Oxley Act, Tax Preparation, Financial Statements, Account Reconciliation, Fixed Assets, Journal Entries, Financial Audits, Variance Analysis, Accruals, Partnership Taxation, Management Accounting, Bookkeeping, Payroll
Education
Goldey Beacom College 1998 — 2002
Bachelor of Science (B.S.), Accounting
LDM Accounting Services, LLC November 2012 - Present
Barbacane, Thornton & Company LLP March 2009 - November 2012
Lehman Brothers April 2003 - February 2009
Skills
CPA, Financial Reporting, Internal Controls, GAAP, Accounting, Auditing, Financial Analysis, Tax, General Ledger, Income Tax, QuickBooks, Financial Statement..., US GAAP, Financial Accounting, External Audit, Sarbanes-Oxley Act, Tax Preparation, Financial Statements, Account Reconciliation, Fixed Assets, Journal Entries, Financial Audits, Variance Analysis, Accruals, Partnership Taxation, Management Accounting, Bookkeeping, Payroll
Education
Goldey Beacom College 1998 — 2002
Bachelor of Science (B.S.), Accounting
Brian Karpiel's Lehman Brothers Experience 2000 - 2003
Job Managing Director Investment Banking at Seabury Group
Industry Airlines/Aviation
Experience
Seabury Group 2012 - Present
Janes Capital Partners 2010 - 2012
Edgeview Partners 2007 - 2009
Lehman Brothers 2000 - 2003
GE June 1992 - August 1998
Skills
Financial Modeling, Corporate Finance, Restructuring, Investment Banking, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Analysis, Structured Finance, Corporate Development, Capital Markets, Financial Structuring, M&A experience, LBO, Finance, Equities, Investments, Leveraged Finance, Strategy
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Stanford University 1991 — 1995
Bachelor of Science (BS), Mechanical Engineering
Seabury Group 2012 - Present
Janes Capital Partners 2010 - 2012
Edgeview Partners 2007 - 2009
Lehman Brothers 2000 - 2003
GE June 1992 - August 1998
Skills
Financial Modeling, Corporate Finance, Restructuring, Investment Banking, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Analysis, Structured Finance, Corporate Development, Capital Markets, Financial Structuring, M&A experience, LBO, Finance, Equities, Investments, Leveraged Finance, Strategy
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Stanford University 1991 — 1995
Bachelor of Science (BS), Mechanical Engineering
Thomas Conti's Lehman Brothers Experience February 2004 - September 2008
Job Managing Director (Prime Services) at Citi
Industry Investment Banking
Experience
Citi June 2010 - Present
Barclays Investment Bank September 2008 - June 2010
Lehman Brothers February 2004 - September 2008
Goldman Sachs July 2001 - February 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
Hamilton College 1997 — 2001
Bachelor's degree, Economics
Albany Academy 1993 — 1997
Citi June 2010 - Present
Barclays Investment Bank September 2008 - June 2010
Lehman Brothers February 2004 - September 2008
Goldman Sachs July 2001 - February 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
Hamilton College 1997 — 2001
Bachelor's degree, Economics
Albany Academy 1993 — 1997
Vaneet Dhaliwal's Lehman Brothers Experience June 2007 - December 2007
Job Sr ETL Developer at BBVA
Industry Banking
Experience
BBVA May 2012 - Present
Barclays May 2011 - April 2012
AstraZeneca July 2009 - April 2011
New York Life Insurance Company January 2008 - June 2009
Lehman Brothers June 2007 - December 2007
SGTB College August 2002 - April 2007
Skills
SQL, PL/SQL, Oracle, Microsoft SQL Server, Visual Basic, XML, Web Services, VB.NET, T-SQL, Informatica, Full SDLC, Unix, Data Analysis, Data Profiling, Requirements Gathering, ETL, Business Intelligence, Visio, SDLC, Business Analysis, Requirements Analysis
Education
Stratford University 2008 — 2010
Master of Science (MS), Software Engineering
Punjab Technical University 2000 — 2002
Master of Science (MS), Information Technology
Guru Nanak Dev University 1996 — 2000
Bachelor of Science (BS), Comp Sc.
BBVA May 2012 - Present
Barclays May 2011 - April 2012
AstraZeneca July 2009 - April 2011
New York Life Insurance Company January 2008 - June 2009
Lehman Brothers June 2007 - December 2007
SGTB College August 2002 - April 2007
Skills
SQL, PL/SQL, Oracle, Microsoft SQL Server, Visual Basic, XML, Web Services, VB.NET, T-SQL, Informatica, Full SDLC, Unix, Data Analysis, Data Profiling, Requirements Gathering, ETL, Business Intelligence, Visio, SDLC, Business Analysis, Requirements Analysis
Education
Stratford University 2008 — 2010
Master of Science (MS), Software Engineering
Punjab Technical University 2000 — 2002
Master of Science (MS), Information Technology
Guru Nanak Dev University 1996 — 2000
Bachelor of Science (BS), Comp Sc.
Hitendra Jadav's Lehman Brothers Experience September 2005 - August 2007
Job Team Lead | Senior Software Engineer | Seeking fulltime
Industry Financial Services
Experience
Neuberger Berman September 2007 - Present
Lehman Brothers September 2005 - August 2007
System Soft Technologies, LLC January 2005 - August 2007
UBS Investment Bank January 2005 - August 2005
E-Tech Software Ltd, India January 2000 - December 2004
Skills
ASP.NET, C#, SDLC, jQuery, Crystal Reports, Microsoft SQL Server, Web Services, Requirements Analysis, ASP.NET AJAX, Agile Methodologies, SQL, SSIS, XML, WCF, Equities, Mutual Funds, Fixed Income, AJAX, Sybase, XSLT, .NET, RESTful WebServices, Performance Testing, Software Development, WCF Services, Business Analysis, WinForms, VB.NET, Stored Procedures, Web Development, T-SQL, SSRS, Web Applications, IIS, DevExpress, HTML, JScript, SOAP, Visual Studio, Visual Basic, ADO.NET, Databases, Trading Systems, Portfolio Management, Data Warehousing, VBA, VSS, ASP, TFS, LINQ
Education
Gujarat University 1997 — 2000
Master of Computer Applications (MCA), Computer Science
Gujarat University
Bachelor of Commerce (B.Com.), Accounting and Finance
Neuberger Berman September 2007 - Present
Lehman Brothers September 2005 - August 2007
System Soft Technologies, LLC January 2005 - August 2007
UBS Investment Bank January 2005 - August 2005
E-Tech Software Ltd, India January 2000 - December 2004
Skills
ASP.NET, C#, SDLC, jQuery, Crystal Reports, Microsoft SQL Server, Web Services, Requirements Analysis, ASP.NET AJAX, Agile Methodologies, SQL, SSIS, XML, WCF, Equities, Mutual Funds, Fixed Income, AJAX, Sybase, XSLT, .NET, RESTful WebServices, Performance Testing, Software Development, WCF Services, Business Analysis, WinForms, VB.NET, Stored Procedures, Web Development, T-SQL, SSRS, Web Applications, IIS, DevExpress, HTML, JScript, SOAP, Visual Studio, Visual Basic, ADO.NET, Databases, Trading Systems, Portfolio Management, Data Warehousing, VBA, VSS, ASP, TFS, LINQ
Education
Gujarat University 1997 — 2000
Master of Computer Applications (MCA), Computer Science
Gujarat University
Bachelor of Commerce (B.Com.), Accounting and Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS