Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
PIMCO April 2013 - June 2015
Barclays Capital June 2009 - April 2013
Lehman Brothers May 2008 - August 2008
A.I. Credit Company May 2007 - August 2007
Somerset Hills Bank May 2005 - September 2006
Skills
Fixed Income, Finance, Capital Markets, Bloomberg, Financial Modeling, VBA, Banking, Interest Rate..., PowerPoint, Microsoft Excel, Options, Valuation, Financial Analysis, Investment Banking
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. in Economics, Finance; Intercollegiate minor in Psychology
The Pingry School 2001 — 2005
BlueCrest Capital Management, LLP January 2011 - Present
Archimedes Finance April 2009 - September 2010
Bank of America January 2007 - April 2009
Lehman Brothers June 2003 - January 2007
Nomura Securities April 2001 - April 2003
Morgan Stanley August 1999 - April 2001
Lightstream Photocatalytic June 1996 - August 1997
Eastman Chemical Company June 1995 - August 1995
Skills
Portfolio Management, Trading, Derivatives, Fixed Income, Commodity Markets, Equity Indices, FX trading, Risk Models, Algorithm Design, Algorithm Optimization, Project Management, Operations Management, Chemical Engineering, Research Projects, Prototype
Education
Harvard Business School 1997 — 1999
Master of Business Administration (MBA), Designated Baker Scholar, Graduated with Highest Honors
Univeristy of Texas at Austin 1992 — 1996
Bachelor of Science (B.S.), Chemical Engineering, Graduated with Highest Honors
Lubbock High School
Lubbock High School
SpringBoard, Inc. May 2014 - Present
Lehman Brothers July 2005 - June 2008
Skills
Healthcare, Recruiting, Due Diligence, Business Strategy, Start-ups, Valuation, Management, Financial Modeling, Strategy, Corporate Finance, Private Equity, Mergers & Acquisitions, Financial Analysis, Capital Markets, Finance, Investment Banking
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (BA), Economics / Accounting
Katy ISD August 2013 - Present
The Marrie Group, LLC. 2009 - Present
Francesca's Collections 2010 - 2013
Mattress Firm 2005 - 2009
Academy Sports + Outdoors January 2001 - 2005
Academy Sports + Outdoors 1998 - 2001
Academy Sports + Outdoors 1990 - 1998
Lehman Brothers 1990 - 1990
Skills
Leadership, Strategy, Management, Cross-functional Team..., E-commerce, Team Leadership, Business Analysis, Supply Chain Management, Retail, Team Building, Business Process, Project Portfolio..., Training, Change Management, Project Management, Enterprise Software, Marketing Strategy, Business Process..., ERP, Marketing, Merchandising, Inventory Management, Organizational..., CRM, Social Media, IT Management, Performance Management, Vendor Management, Consulting
Education
University of Houston
B.B.A.
Massachusetts Institute of Technology - Sloan School of Management
Harvard University
Intercom June 2015 - August 2015
PayPal October 2011 - May 2014
Credit Suisse June 2009 - June 2011
Lehman Brothers June 2008 - August 2008
Arbor Advisors June 2007 - August 2007
Skills
Investment Banking, Corporate Finance, Product Management, Entrepreneurship, Valuation, Financial Institutions, Mergers & Acquisitions, Due Diligence, Corporate Development, Competitive Analysis, Financial Modeling, Analytics, Venture Capital, Start-ups
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, Business Economics, Accounting, Global Studies
Corvex Management May 2015 - August 2015
Corvex Management June 2014 - August 2014
Federal Reserve Bank of New York June 2013 - August 2013
Costa Land Company September 2011 - July 2012
Barclays Capital July 2011 - September 2011
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Goldman Sachs June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Financial Modeling, Banking, Trading, Investment Banking, Valuation, High Yield, Finance, Risk Management, Bloomberg, Capital Markets, Financial Analysis, Financial Institutions, Private Equity, Corporate Finance
Education
Harvard Law School 2012 — 2016
Doctor of Law (J.D.)
Harvard Business School 2012 — 2016
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
B.A., Economics
Levi Strauss & Co. March 2015 - Present
Bain & Company September 2012 - Present
Bain & Company July 2007 - March 2010
GlobalMojo 2010 - 2010
Clinton Foundation May 2009 - December 2009
Lehman Brothers May 2006 - August 2006
Skills
Corporate Development, Strategic Consulting, Management Consulting, Financial Modeling, Strategy, Due Diligence, Emerging Markets, Business Strategy, Analytics, Digital Marketing, Competitive Analysis, Organizational Design, Project Management, Retail, Restaurants, Brand Development..., Leadership, Management, Venture Capital, Capital Markets, Mergers & Acquisitions, Market Entry, Investments, Private Equity
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Arts (BA), Political Economy
The Pingry School 1999 — 2003
Sidewalk Labs June 2015 - Present
Bloomberg LP January 2008 - December 2014
City of New York January 2002 - December 2008
Oak Hill Capital Partners 1987 - 2002
Lehman Brothers 1984 - 1987
Education
University of Chicago 1981 — 1984
Doctor of Law (J.D.)
Harvard College 1976 — 1980
Bachelor of Arts (B.A.)
North American Power and Gas, LLC January 2011 - Present
Lehman Brothers 1987 - 1995
Skills
Net Promoter® Certified..., Project Management, Energy, New Business Development, B2B, Marketing
Education
Harvard Business School 2013 — 2013
Executive Education
Lehigh University - College of Business and Economics 1981 — 1985
Bachelor of Science (BS), Finance, General
Cravath, Swaine & Moore LLP October 2009 - Present
Cravath, Swaine & Moore LLP June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Education
Harvard Law School 2006 — 2009
Doctor of Law (J.D.), Law
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), History, Certificate in East Asian Studies
Collegiate School 1990 — 2002
Pershing Square Innovation Lab June 2015 - Present
Harvard Business School & Harvard Kennedy School of Government August 2012 - May 2015
Draper Richards Kaplan Foundation June 2014 - August 2014
Pershing Square Foundation May 2014 - June 2014
Uncommon Schools June 2013 - August 2013
Education Pioneers June 2013 - August 2013
Booz & Company October 2010 - July 2012
Barclays Capital June 2009 - September 2009
Chicago Urban League March 2009 - June 2009
Lehman Brothers July 2008 - September 2008
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2012 — 2015
Master of Public Policy (MPP)
Northwestern University 2006 — 2010
BA, BSEd, Mathematical Methods in the Social Sciences, Social Policy, Financial Economics
J.P. Morgan August 2014 - Present
Citi January 2013 - July 2014
Citi April 2011 - January 2013
Citi April 2010 - April 2011
Stax, Inc. 2009 - April 2010
Lehman Brothers May 2005 - October 2008
Barclays Capital 2008 - 2008
The Initiative for a Competitive Inner City June 2004 - August 2004
Harvard University September 2001 - May 2004
Stax, Inc. May 2000 - August 2000
Education
Yale School of Management 2004 — 2006
MBA
Harvard University 1997 — 2001
AB, Environmental Science and Public Policy
NERA Economic Consulting January 2013 - Present
NERA Economic Consulting January 2006 - December 2012
NERA Economic Consulting July 1996 - December 2005
Credit Suisse 1986 - 1996
Lehman Brothers 1984 - 1986
The Brookings Institution 1980 - 1984
Skills
Valuation, Securities, Finance, Risk Management, Investments, Fixed Income, Bonds, Banking, Mutual Funds, Consulting
Education
Yale University 1976 — 1980
PhD, Economics
Harvard University 1969 — 1973
AB, Economics
Walmart International June 2011 - August 2011
Legg Mason Real Estate Investors June 2007 - July 2010
Lehman Brothers June 2006 - August 2006
NASDAQ June 2005 - August 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Emerging Markets, Corporate Development, Investments, Business Strategy, DCF, Project Management, Product Management, Go-to-market Strategy, Cross-functional Team..., Strategic Planning, Asset Management, Venture Capital, Competitive Analysis, Entrepreneurship, Finance, Strategy, Analytics, Market Research, Business Development, Market Entry, Restructuring, Business Planning, Capital Markets
Education
Harvard Business School 2010 — 2012
MBA, Business Administration and Management, General
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Corporate Finance & Valuation
Siena Capital Partners February 2006 - Present
Monroe Financial Partners, Inc. 2006 - Present
Lehman Brothers 2004 - 2006
Merrill Lynch 1992 - 2003
Skills
Investments, Securities, Hedge Funds, Investment Banking, Equities, Mergers & Acquisitions, Capital Markets, Valuation, Financial Services, Mergers, Alternative Investments, Private Equity, Management, Financial Modeling, Commercial Lending, Due Diligence, Venture Capital, Portfolio Management, Asset Management, Fixed Income, Equity Research, LBO, Series 7, Private Placements, Investment Advisory, Asset Allocation, Derivatives, Corporate Development, Investment Management, Financial Structuring, Corporate Finance, Structured Finance, Financial Markets, Emerging Markets, M&A experience, Investor Relations, Options, IPO, Bloomberg, Leveraged Finance, Investment Strategies, Trading, Mutual Funds, Bonds
Education
Harvard Law School 1989 — 1992
JD
University of Notre Dame 1982 — 1986
BA, History
Iacono Law LLC September 2012 - Present
South Haven Financial LLC 2009 - Present
Cournot Capital Inc 2006 - 2008
Lehman Brothers 2001 - 2006
Chase Securities Inc. 1998 - 2001
Skills
Hedge Funds, Capital Markets, Fixed Income, Derivatives, Private Equity, Alternative Investments, Financial Structuring, Asset Managment, Investments, Structured Products, Trading, Credit Derivatives
Education
Harvard Law School 1992 — 1995
JD, Cum Laude
Yale University 1987 — 1991
BS, Applied Math, Summa Cum Laude
Sachem High School 1983 — 1987
Sachem HS
Sachem HS
UBS Wealth Management 2006 - Present
Bank of America 2004 - 2006
Lehman Brothers 2000 - 2004
Merrill Lynch 1993 - 2000
Education
Harvard Law School 1981 — 1984
JD
University of Pennsylvania 1978 — 1980
Citi August 2013 - Present
Citi June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Sullivan & Cromwell LLP June 2010 - August 2010
Citi June 2008 - May 2010
Lehman Brothers May 2007 - August 2007
American Legacy Foundation May 2005 - August 2005
United States House of Representatives October 2004 - May 2005
Skills
Public Speaking, Mergers & Acquisitions, Analysis, Due Diligence, Financial Analysis, Policy Analysis, Nonprofits, Portfolio Management, Legal Research, Management, Microsoft Office, Valuation, Recruiting, Microsoft Excel, Investment Banking, Corporate Finance
Education
Harvard Law School 2010 — 2013
J.D.
Howard University 2004 — 2008
B.A., Phi Beta Kappa, summa cum laude, Political Science
Lake Forest Academy 2000 — 2004
BlueMountain Capital Management May 2009 - Present
3-Sigma Value LP April 2007 - April 2009
Lehman Brothers August 2004 - April 2007
Miller Buckfire March 2001 - August 2004
Dresdner Kleinwort Wasserstein 2001 - 2003
McKinsey & Company August 1998 - March 2001
Skills
Alternative Investments, Capital Markets, Hedge Funds, Equities
Education
Harvard Law School 2005 — 2008
J.D, Law
University of Pennsylvania 2001 — 2005
BA, American History
Harvard Law School 1995 — 1998
JD
University of Pennsylvania - The Wharton School 1991 — 1995
BSE, Internatial Finance
Rent the Runway November 2008 - Present
theSkimm July 2015 - Present
Hint Inc. February 2014 - Present
Carter Admissions November 2007 - November 2008
Lehman Brothers March 2006 - July 2007
Morgan Stanley Dean Witter June 2005 - February 2006
Education
Harvard Business School 2007 — 2009
MBA
Yale University 2001 — 2005
BA, Political Science
Vanderbilt University Medical Center September 2014 - Present
Thede Technologies September 2009 - Present
Nashville Software School January 2014 - June 2014
Lehman Brothers 2001 - 2007
Skills
Business Development, Emerging Markets, Management, Strategic Planning, Web Development, Program Management, JavaScript, CSS, Capital Markets, Research, Social Media, Risk Management, jQuery, Ruby on Rails, Test Driven Development, P&L Oversight, Strategic Financial..., Node.js, MongoDB, PostgreSQL, HTML, Ruby, Git, Financial Planning, Business Management, Hands-on Problem Solver, Profit Maximization, Communication Skills, Business Efficiency, Organized Multi-tasker, Detail Oriented, Technology Trends, Jade, Atom, Vim, Github, Programming, SQLite, APIs, SASS, Photoshop, Front-end Development, Bootstrap
Education
University of Colorado at Boulder 1997 — 2002
B.S., Applied Mathematics, Emphasis in Finance
University of Colorado at Boulder 1997 — 2002
B.A., Economics
University of Colorado at Boulder - Leeds School of Business 1997 — 2002
B.S., Finance
Harvard University 2000 — 2000
The University of Pittsburgh 2000 — 2000
Semester at Sea
University of Colorado at Boulder 2000 — 2000
London Seminar in International Finance and Business
Nashville Software School
Summit BHC March 2015 - Present
Flexpoint Ford, LLC 2008 - Present
MedAssets March 2005 - Present
United Biosource Corporation November 2003 - November 2010
Middle Market Private Equity Firm 2003 - 2008
Credit Suisse First Boston June 1999 - December 2002
Deutsche Bank and its predecessors 1985 - 1999
Lehman Brothers 1981 - 1983
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Development, Mergers, Finance, Healthcare, Corporate Finance, Executive Management, Business Strategy, Venture Capital, Due Diligence, Strategy, Investments, Business Development, Strategic Planning
Education
Harvard Business School 1983 — 1985
MBA
Princeton University 1977 — 1981
BSE, magna cum laude
Deutsche Bank November 2014 - Present
GlobalRMC August 2009 - November 2014
Lehman Brothers 1994 - 1996
Nomura Securities 1990 - 1994
Shearman & Sterling LLP 1983 - 1986
Skills
Asset Management, Hedge Funds, Alternative Investments, Risk, Derivatives, Risk Management, Compliance, Corporate Governance, Fixed Income, Trading, Private Equity, Internal Controls, Enterprise Risk..., Commodities, Regulatory Affairs, Asset Managment, Investments, Finance, Capital Markets, Financial Risk, Securities, Commodity, Corporate Law, Financial Services, Mergers & Acquisitions, Venture Capital
Education
Harvard Law School 1980 — 1983
J. D.
Yale University 1975 — 1979
B. A., summa cum laude
National Cathedral School
Evergreen Pacific Partners January 2015 - Present
Evergreen Pacific Partners July 2012 - December 2014
The Boeing Company June 2011 - July 2012
Infinity September 2010 - May 2011
Morgan Stanley August 2009 - August 2010
Lehman Brothers July 2008 - September 2008
U.S. Navy August 1994 - August 2007
Education
Harvard Business School 2007 — 2009
Huron Street Commercial Condominium Association 2011 - Present
The Lord Companies, LLC January 1999 - Present
SFA Development LLC 1998 - December 2003
SFA Advisory Group 1994 - 1999
ZS Associates 1995 - 1996
Lehman Brothers 1992 - 1993
Serono-Baker Diagnostics 1990 - 1991
Membrex 1987 - 1990
Abbott Diagnostics 1983 - 1987
Skills
Lease Negotiations, Real Estate Development, Leases, Brokerage, Commercial Real Estate, Apartments, Real Estate Economics, Strategy, Tenant Representation, Property, Investments, Landlords, Corporate Real Estate, Location Intelligence, Real Estate Transactions, Shopping Centers, Investment Properties, Disposition, Property Management, Mixed-use, Condos, Real Estate, Real Estate Financing, Tenant, Land Acquisition, Investment Sales, Lease Administration, Acquisitions, Entitlements, Investors, Real Estate Private..., CCIM, Commercial Real Estate..., 1031 Exchanges, Commercial Leasing, Real Property, Appraisals, Commercial Mortgages, Affordable Housing, Transaction Management, Asset Management, CMBS, Mezzanine, REO, Due Diligence, Dispositions
Education
Harvard Business School 1978 — 1980
MBA, finance, strategy
University of Cincinnati 1975 — 1976
BGS, political economics
University of Washington 1970 — 1974
conflict resolution, political economics
Citi January 2013 - Present
American Express January 2011 - December 2012
American Express January 2009 - January 2011
JPMorgan Chase June 2006 - December 2008
Fidelity Investments May 2003 - August 2003
Lehman Brothers January 2003 - April 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Strategic Financial..., Financial Reporting, Portfolio Management, Business Strategy, Banking, Forecasting, Process Improvement, Microsoft Excel, Analysis, Management Consulting, Investments, Finance, Sarbanes-Oxley Act, Accounting, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (MBA), Finance & Marketing
Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Information Management
Harvard Business School 2003 — 2003
Certicifcate, Summer Venture in Management Program
HarbourVest Partners September 2014 - January 2015
City of Mississauga June 2013 - August 2013
Future Group July 2012 - August 2012
Deutsche Bank July 2010 - August 2011
Lehman Brothers June 2007 - September 2007
Skills
Financial Modeling, Capital Markets, Fixed Income, Emerging Markets, Leveraged Finance, Business Strategy, Quantitative Analytics
Education
Harvard Business School
Master of Business Administration (MBA)
Harvard University, John F. Kennedy School of Government
Public Policy
London School of Economics and Political Science
BSc Government and Economics
Putnam Investments September 2014 - Present
Citi January 2011 - September 2014
Nomura International plc October 2008 - January 2011
Lehman Brothers July 2007 - September 2008
Burlington Capital August 2004 - August 2005
Morgan Stanley June 2000 - July 2004
Education
Harvard Business School 2005 — 2007
Harvard University 1996 — 2000
2000, Economics
Maroon Capital Group LLC August 2015 - Present
Premier League Basketball February 2015 - Present
The Metropolitan Museum of Art November 2013 - Present
Atkins Capital Strategies LLC June 2013 - Present
Morgan Stanley July 1990 - June 2013
Lehman Brothers January 1988 - July 1990
Skills
Business Strategy, Strategic Planning, New Business Development, Business Development, Start-ups, Entrepreneurship, Management, Marketing Strategy, Change Management, Strategy, Business Planning, Management Consulting, Corporate Finance, Investment Banking, Finance, Private Equity, Recapitalizations, Financial Structuring, Structured Finance, Financial Modeling, Capital Markets
Education
Harvard Law School 1975 — 1978
Doctor of Law (JD)
Howard University 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government
Imprivata July 2015 - Present
BNP Paribas Investment Partners August 2013 - October 2014
BNP Paribas Investment Partners August 2009 - August 2013
BNP Paribas Investment Partners June 2006 - August 2009
Babson Capital Management September 2002 - January 2006
Putnam Investments March 2000 - January 2002
Putnam Investments October 1997 - March 2000
Lehman Brothers June 1996 - October 1997
Putnam Investments May 1993 - June 1996
Skills
Equities, Equity Research, Equity Valuation, Portfolio Management, High Yield, Telecommunications, Information Technology, Telcoms, Telco Industry, Asset Management, Financial Risk, Chartered Financial..., Mobile Technology, Investment Portfolio, Dividends, Bonds, Technology, Investments, Bloomberg, FactSet, Valuation, Financial Modeling, Hedge Funds, Mutual Funds, Emerging Markets
Education
Harvard University 1986 — 1991
Clinique June 2012 - Present
Estee Lauder May 2010 - June 2012
Barclays Capital (formerly Lehman Brothers) September 2006 - May 2010
Lehman Brothers September 2006 - September 2008
Standard & Poor's May 2002 - July 2004
Arthur Andersen September 1997 - May 2002
Skills
Financial Modeling, Investment Banking, Corporate Finance, Marketing Strategy, Marketing Communications, Marketing, Comparative Market..., Beauty, Consumer Products, Brand Management, Sales Management, Trade Promotions, Media Planning, Valuation, Private Equity, Beauty Industry, Leadership, Integrated Marketing, Business Planning, Strategy, Management
Education
Harvard Business School 2004 — 2006
MBA, Business Administration and Management, General
University of California, Los Angeles 1993 — 1997
Bachelor of Arts, Business Economics, 3.71
Hutchinson, Shockey, Erley & Co. November 2010 - Present
U.S. Department of State August 2011 - July 2012
International Olympic Committee July 2008 - 2008
Lehman Brothers June 2007 - August 2007
Banco Nacional de Comercio Exterior, S.N.C. (Bancomext) June 2006 - September 2006
Skills
Business Development, International Business..., Spanish, Entrepreneurship, Business Planning, Investments, Emerging Markets, Finance, Venture Capital, Private Equity, Investment Banking, Fixed Income, Due Diligence, International Business, Financial Modeling, Trading, Valuation, Bonds
Education
Northwestern University - Kellogg School of Management
ITAM 2011 — 2012
Exchange MBA/Fulbright Program: Mexico City, Mexico
Northwestern University 2003 — 2007
BA, Psychology
Harvard Business School 2006 — 2006
Summer Venture in Management Program
Gartner August 2012 - Present
Bridgewater Associates October 2007 - December 2011
Bridgewater Associates July 2010 - June 2011
Bridgewater Associates 2009 - 2010
Time Warner Cable May 2006 - September 2007
McKinsey & Company August 2003 - May 2006
Harvard-Smithsonian Center July 2001 - June 2003
Brooklyn Technical High School March 2000 - June 2001
Lehman Brothers January 2000 - March 2000
Skills
Connecting people with..., Financial Modeling, Connecting People, Hedge Funds, Private Equity, Due Diligence, Venture Capital, Corporate Finance, Equities, Management, Trading, Leadership, Start-ups, Mergers & Acquisitions, Product Management, Mentoring, Economics, Valuation, M&A experience, Entrepreneurship, Asset Management, Strategy, Asset Allocation, Product Development, Derivatives, Financial Markets, Wealth Management, Investment Management, Mutual Funds, Bloomberg, Business Strategy, Finance, Emerging Markets, Acquisition Integration, Alternative Investments, Investments, Portfolio Management, Equity Research, Corporate Development, Competitive Analysis, Strategic Consulting, Analysis, Management Consulting, Restructuring, Capital Markets, Financial Services, Asset Managment, Investment Banking, Securities, Investment Strategies
Education
Harvard University 2001 — 2003
AM, Astrophysics
New York University 1994 — 2000
BS, Physics and Mathematics
Hunter College High School 1988 — 1994
High School Diploma
Earthgoods June 2010 - Present
New York Life Insurance Company April 2004 - May 2010
Lehman Brothers August 2002 - April 2004
Lehman Brothers June 2001 - August 2001
Enron Corp June 1997 - July 2000
Singapore Army March 1991 - September 1993
Education
Harvard Business School 2000 — 2002
MBA, General Management
The University of Texas at Austin 1994 — 1997
BA, Economics Special Honors and Math
E15 April 2015 - Present
University of Nevada Las Vegas January 2015 - May 2015
MGM Resorts International March 2014 - February 2015
The Boston Consulting Group August 2012 - March 2014
The Boston Consulting Group May 2011 - August 2011
Cape Wind Associates / Energy Management Inc. November 2008 - August 2010
Obama for America September 2008 - November 2008
Lehman Brothers August 2007 - August 2008
Skills
Corporate Finance, Investment Banking, Renewable Energy, Financial Analysis, Project Finance, Strategic Planning, Financial Modeling, Valuation, Corporate Development, Private Equity, Management Consulting, Strategy, Due Diligence, Business Strategy, Economics, Finance
Education
Harvard Business School 2010 — 2012
MBA, N/A
Harvard University 2003 — 2007
A.B., Applied Math - Economics
Haddam-Killingworth 1999 — 2003
High School Diploma
CAM Capital November 2013 - Present
Celator Pharmaceuticals April 2013 - Present
Valence Life Sciences, LLC January 2012 - November 2013
Caxton Advantage Venture Partners August 2007 - December 2011
Gemin X Pharmaceuticals 2008 - 2009
Seaview Securities January 2003 - June 2005
Lehman Brothers 2000 - 2002
Skills
Venture Capital, Private Equity, Investment Banking, Corporate Development, Financial Modeling, Valuation, Due Diligence, Equities, Corporate Finance, Investments, Mergers, Capital Markets, Business Planning, Strategy, Mergers & Acquisitions, Hedge Funds, Start-ups, IPO, Portfolio Management, Competitive Analysis, Emerging Markets, Equity Research, LBO, Alternative Investments, Investor Relations, Management Consulting, Business Strategy, Entrepreneurship
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania 1994 — 1998
BA, Biological Basis of Behavior
Seaport Investment Management August 2014 - Present
ScuraPaley and Company June 2012 - Present
City on a Hill Capital September 2010 - June 2012
Ashburnham Rock Capital Management March 2009 - October 2010
ARX Investment Management May 2006 - August 2008
Pacific Investment Management Co (PIMCO) 2001 - 2006
Morgan Stanley 1996 - 2001
Lehman Brothers December 1986 - March 1996
Booz Allen Hamilton 1984 - 1986
Skills
Corporate Finance, Mergers & Acquisitions, Equity Research, Acquisitions, Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Asset Management, Portfolio Management, Emerging Markets, Capital Markets, Investment Management, Equities, Securities, Private Equity, Investments, High Yield, Financial Structuring, Venture Capital, Financial Risk, Investment Banking, Mergers, Bloomberg, Structured Finance, Credit, Asset Allocation
Education
Harvard Business School 1982 — 1984
MBA with Distinction
Harvard University 1971 — 1976
AB Magna cum Laude, Russian Literature
Haidar Capital Management April 1997 - Present
Credit Suisse First Boston March 1994 - March 1997
Lehman Brothers February 1989 - March 1994
Drexel Burnham Lambert April 1986 - March 1989
Skills
Derivatives, Hedging, Options, Currency, Fixed Income, Global Macro, Hedge Funds, Trading, Alternative Investments, Investments, Asset Management, Managed Futures, Structured Products, Portfolio Management, Proprietary Trading, Trading Strategies
Education
The University of Chicago 1983 — 1986
Economics
Harvard University 1979 — 1983
AB/AM, Economics
Central High School of Philadelphia 1975 — 1979
BA
PIMCO September 2013 - Present
Morgan Stanley 2011 - 2013
13th Floor Investments 2009 - 2009
Lehman Brothers 2006 - 2008
Skills
Investment Banking, Portfolio Management, Commercial Real Estate, Loans, Valuation, Securitization, Financial Modeling, Private Equity, Hedge Funds, Asset Management, Strategic Planning, Investments, Corporate Finance, Capital Markets, Fixed Income, Financial Analysis
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics, Legal Studies
Wells Fargo Securities 2011 - Present
Credit Suisse 2001 - 2011
Credit Suisse 1999 - 2001
Lehman Brothers 1992 - 1999
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
Princeton University 1984 — 1988
AB, Politics
Flextronics September 2015 - Present
Flex January 2015 - August 2015
Flex April 2014 - December 2014
Flex July 2013 - March 2014
Education Elements September 2012 - July 2013
NewSchools Venture Fund April 2012 - June 2012
CitySquash June 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Lehman Brothers June 2006 - August 2006
Education
Stanford University Graduate School of Business 2010 — 2012
MBA; Certificate In Public Management & Social Innovation
Stanford University 2010 — 2012
MA
Harvard University 2004 — 2008
BA, Cum Laude
Harvard University 2005 — 2005
Harvard Beijing Academy
The Taft School 2001 — 2004
High School Diploma, Cum Laude
Bombay International School 1989 — 2001
Gracenote November 2013 - Present
Yahoo! June 2012 - November 2013
Swirl by DailyCandy April 2009 - January 2012
Gemstar-TV Guide November 2005 - April 2008
Gemstar-TV Guide November 2003 - November 2005
Gemstar-TV Guide March 2002 - November 2003
Lehman Brothers June 2000 - March 2002
Bear Stearns September 1998 - June 2000
European Commission September 1993 - September 1994
Skills
Marketing, E-commerce, Digital Media, Strategic Partnerships, Strategy, Business Development, Management, Mobile Devices, Integrated Marketing, Brand Management, Start-ups, Product Development, Mergers & Acquisitions, Budgets, Product Management, Corporate Finance, Strategic Financial..., Business Strategy, Strategic Planning, Change Management, Venture Capital, Entrepreneurship, Financial Analysis, Advertising, Business Planning, Digital Strategy, New Media, Leadership
Education
The Ohio State University Fisher College of Business 1995 — 1998
MBA
The Ohio State University Moritz College of Law 1994 — 1998
JD
University of Cambridge 1992 — 1993
MPhil, History
Harvard University 1988 — 1992
AB, Cum Laude, History
ADP May 2015 - Present
American Express February 2013 - May 2015
NJIT January 2009 - May 2012
American Express Business Travel August 2009 - February 2010
American Express February 2006 - February 2008
American Express September 2004 - February 2006
American Express February 2004 - September 2004
Lehman Brothers June 2001 - February 2004
American Express April 1998 - May 2000
Vertex Partners Strategy Consulting March 1996 - March 1998
Skills
Negotiation, Management, Strategy, Executive Management, Leadership, Competitive Analysis, Analytics, Business Strategy, Strategic Planning, Cross-functional Team..., Strategic Partnerships, Customer Retention, Financial Analysis, Financial Services, Business Development, Segmentation, Customer Acquisition, Corporate Development, CRM, Analysis, Marketing, Portfolio Management, Sales, Relationship Management, Direct Marketing, Digital Marketing, Business Planning, Management Consulting, Vendor Management, Consulting, B2B, Program Management, Customer Experience, Integrated Marketing, Finance, Business Analysis, Product Marketing, Team Leadership, Account Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Harvard University 1992 — 1996
AB, cum laude, Applied Mathematics
Cranbrook
Cranbrook Kingswood Upper School
Greenhill & Co. May 2015 - Present
Accuchex Corporation August 2013 - February 2015
Neuberger Berman August 2011 - November 2012
Neuberger Berman July 2010 - August 2011
Lehman Brothers November 2007 - July 2010
William Rast Sourcing, LLC 2006 - 2007
JS2 Communications 2005 - 2007
Skills
Fixed Income, Investments, Equity Research, Equities, Asset Managment, Strategic Media..., Social Media, Publicity, Press Releases, New Media, Brand Management, Brand Development, Event Producing, Strategic Communications, Brand Implementation, Product Marketing, Press Relations, Photo Shoot Production, Video Production, Production Managment, Video Podcasts, Webcasting, Broadcast Television, Live Broadcast, Investment Management, Hedge Funds, Asset Management, Marketing, Management, Public Relations, Marketing Communications, Sales, Marketing Strategy, Direct Sales, Leadership, Strategic Planning, Strategy
Education
UCLA 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Harvard University
Secondary Program, Political Science and Government, Photography
Oxford University
Secondary Program, Philosophy, Studio Arts
Empire Wealth Strategies 2015 - 2015
Grillo Investment Management 2010 - 2014
Pace University 2011 - 2012
City University of New York 2010 - 2012
Touro College 2011 - 2011
Marymount University 2010 - 2010
Conrad Capital Mangement 2009 - 2010
Grand Central Capital, LLC 2008 - 2008
Lehman Brothers 2007 - 2008
Rochdale Investment Management 2004 - 2007
Education
Harvard University
BA, English
New York University - Leonard N. Stern School of Business
MBA, Economics/Finance
The JBG Companies August 2014 - Present
Bucknell University August 2013 - August 2014
Brandywine Group Advisors May 2012 - August 2012
Totsy October 2010 - July 2011
Macquarie Bank October 2007 - February 2011
Lehman Brothers July 2006 - October 2007
Skills
Valuation, Asset Managment, Private Equity, Financial Modeling, Strategic Financial..., Corporate Finance, Project Finance, Financial Projection, Art Education, Technology, Asset Management, Investments, Capital Markets, Due Diligence, Equities, Strategy, Investment Banking, Mergers & Acquisitions, Venture Capital, Finance, Financial Analysis, Business Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance and Management
Harvard University 2002 — 2006
BA, Economics
INSEAD
Bruderman Brothers, LLC January 2014 - Present
Compass Advisers Group, LLC March 2014 - Present
Caumsett Capital January 2010 - Present
Sherborne Investors 2006 - 2010
Citi 1997 - 2006
Salomon Brothers 1997 - 2005
SG Warburg 1993 - 1997
Lehman Brothers 1987 - 1993
Skills
Investment Banking, Hedge Funds, Equity Research, Special Situations, Equities, Alternative Investments, Fixed Income, Asset Managment, Valuation, Investments, Mergers, Corporate Finance
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
BSEE, Electrical Engineering
Bain & Company August 2014 - Present
Bain & Company September 2011 - August 2014
Bain & Company June 2010 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2007 - September 2008
Education
Harvard Business School 2009 — 2011
MBA
Harvard University 2003 — 2007
AB, Economics
Detroit Country Day School 1999 — 2003
Dalton Investments July 2014 - Present
Fidelity Investments June 2013 - August 2013
Bain Capital September 2010 - July 2012
The Boston Consulting Group September 2008 - June 2010
Lehman Brothers May 2007 - July 2007
Aubridge Partners July 2006 - August 2006
Lehman Brothers May 2006 - July 2006
Skills
Fluent in Mandarin
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
B.A., International Studies, East Asian Studies
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance, Management
Peking University 2006 — 2006
International Relations
Harvard Business School
Innosight LLC January 2006 - September 2011
Lehman Brothers 2003 - 2005
McKinsey & Company 2000 - 2003
The Parthenon Group 1998 - 1998
Lehman Brothers 1994 - 1997
Skills
Consumer Products, Business Strategy, Management Consulting, Strategy Development, Strategy, Venture Capital, Private Equity, Start-ups, Strategic Planning, Entrepreneurship, Mergers & Acquisitions, Due Diligence, Financial Modeling, Emerging Markets, Strategic Partnerships, Competitive Analysis
Education
Harvard Business School 1998 — 2000
MBA
Princeton University 1990 — 1994
AB, Economics
Cleary Gottlieb Steen & Hamilton LLP May 2011 - Present
Latham & Watkins September 2008 - April 2011
Lehman Brothers June 2007 - August 2007
Skills
Capital Markets, Financial Product..., Derivatives, ISDA, Securities Regulation, Statistics, Economics, Convertible Bonds, Investment Banking, Corporate Law, Product Development, Data Analysis, New Product Ideas, Analytics, Financial Modeling, Legal Writing, Restructuring, Mergers & Acquisitions, Corporate Governance, Finance
Education
Harvard Law School 2005 — 2008
J.D.
Massachusetts Institute of Technology 2003 — 2005
ABD for Ph.D., Economics (Course 14)
Harvard University 1999 — 2003
A.B., Applied Math (Statistics)
Macquarie Capital March 2010 - Present
Barclays Capital October 2008 - December 2009
Lehman Brothers 2005 - 2008
Lehman Brothers 2003 - 2005
Lehman Brothers 2000 - 2003
Credit Suisse First Boston 1994 - 2000
Goldman, Sachs & Co. 1989 - 1994
Skills
Investment Banking, Capital Markets, Equities, Valuation, Corporate Finance, High Yield, Private Equity, Fixed Income, Financial Modeling, Financial Structuring, Mergers, LBO, Derivatives, Emerging Markets, Due Diligence, M&A experience, Capital Structure, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Union College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Maloney HS 1977 — 1981
Apogee Physicians May 2014 - Present
Redyns Medical 2006 - Present
OptimisCorp April 2009 - June 2013
Lehman Brothers October 2000 - December 2006
Credit Suisse First Boston August 1993 - October 2000
Education
Harvard Business School 1991 — 1993
MBA
University of California, Los Angeles 1984 — 1989
BS, Math, Economics
WellPoint January 2013 - Present
WellPoint October 2011 - Present
Hospital for Special Surgery July 2010 - September 2011
Medco June 2009 - July 2009
Lehman Brothers 2007 - March 2008
Lehman Brothers July 2005 - March 2007
Education
Harvard Business School 2008 — 2010
MBA
Wellesley College 2001 — 2005
BA, Economics
University of Oxford
BNY Mellon April 2013 - Present
Paulson Consulting Corporation October 2009 - May 2013
Morgan Stanley June 2005 - November 2008
Deutsche Bank February 1999 - March 2005
Lehman Brothers 1992 - 1999
Morgan Stanley September 1983 - May 1992
Skills
Business Analysis, Project Management, Japanese, Chinese, Non-fiction, Investment Banking, Equities, Derivatives, Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Hedge Funds, Financial Services, Bloomberg, Vendor Management, Management, Securities, Sybase, Finance, Requirements Gathering, Prime Brokerage, FX Options, Governance, Start-ups, Asset Management, Project Portfolio..., SDLC, PMO
Education
Harvard University 1982 — 1983
Post doctorate, Modern Chinese History
Stanford University 1975 — 1982
Ph.D., Chinese and Japanese Language and History
Washington University in St. Louis 1969 — 1973
A.B., History
Facebook May 2012 - Present
Google April 2008 - May 2012
Deutsche Bank 2007 - 2008
Lehman Brothers 2004 - 2007
Citigroup 1997 - 2003
CS FIrst Boston 1991 - 1993
Education
Williams College 1987 — 1991
BA, Economics
Harvard Business School
MBA
Princeton University
MPA / URP, International Development / Urban and Regional Planning
Wafra Alternative Investments July 2014 - Present
Barclays Capital February 2010 - May 2014
Barclays Capital September 2008 - February 2010
Lehman Brothers June 2006 - September 2008
Skills
Private Equity, Equities, Mergers & Acquisitions, Strategy, Energy, Valuation, Mutual Funds, Financial Modeling, Investments, Emerging Markets, Capital Markets, Fixed Income, Investment Banking, Bloomberg, Hedge Funds
Education
Harvard University 2002 — 2006
BA, Cum Laude, Social Studies
Stevens Institute of Technology August 2015 - Present
Fordham University August 2012 - August 2015
University of Miami August 2005 - May 2012
Citibank 1986 - 2000
McKinsey & Company 1983 - 1985
Lehman Brothers 1981 - 1983
Skills
Teaching, Analysis, Financial Modeling, Corporate Finance, Higher Education, University Teaching, Research, Data Analysis, Investment Banking, Statistics
Education
Rutgers University 2001 — 2005
PhD, Accounting, Finance
Harvard Business School 1979 — 1981
MBA, Finance
Millsaps College 1972 — 1977
BA, BBA, Accounting, English
Morgan Stanley September 2010 - Present
Citigroup July 2004 - August 2010
Lehman Brothers 2002 - 2004
Credit Suisse 1999 - 2002
Education
Harvard Business School 1998 — 1999
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1987 — 1991
BS, Business
Investcorp May 2013 - Present
Pioneer Investments February 2009 - May 2013
Goldman Sachs October 2005 - November 2008
Lehman Brothers August 2001 - September 2005
Skills
hedge fund investing, credit strategies, event-driven strategies, credit relative value, credit derivatives, asset allocation, Credit, Asset Allocation, Hedge Funds, Relative Value, Credit Derivatives, Alternative Investments, Trading, Fixed Income, Derivatives, FX Options, Equity Derivatives, Equities, High Yield, Options, Portfolio Management, Capital Markets, Proprietary Trading, Investments
Education
Harvard University 1995 — 2001
PhD, Economics/Finance
Wellesley College 1993 — 1995
B.A., Mathematics, summa cum laude
Young & Partners 2009 - Present
Burrill & Company 2007 - 2008
Dresdner Kleinwort 2005 - 2006
Lehman Brothers 1987 - 2002
Education
Harvard Business School
Harvard University
AB, Economics
The Hinckley Company July 2007 - Present
Zoots 2003 - 2007
Aramark Corporation 1994 - 2004
Aramark Corporation 1994 - 2004
McKinsey and Company 1990 - 1994
Lehman Brothers 1985 - 1988
Skills
Hospitality, Start-ups, Operations Management, Mergers, Strategic Planning, Customer Service, New Business Development, Workshop Facilitation, Income Statement
Education
Harvard Business School 1988 — 1990
MBA
Yale University 1981 — 1985
Political Science
TPG-Axon Capital September 2012 - Present
Goldman Sachs September 2010 - August 2012
Credit Suisse 2009 - 2009
Lehman Brothers 2008 - 2008
Skills
., .., ...
Education
Harvard University
A.B., Economics (Honors)
Lower Canada College
Peking University
Wells Fargo December 2013 - Present
BNP Paribas September 2012 - December 2013
Barclays Capital September 2008 - September 2012
Lehman Brothers August 2004 - September 2008
Skills
Fixed Income, Equity Derivatives, Capital Markets, Derivatives, Equities, Credit Derivatives, Hedge Funds, Interest Rate..., Structured Products, Trading
Education
Harvard Business School 2002 — 2004
MBA
University of California, Berkeley 1990 — 1994
B.A., Economics & Mathematics
Actelion April 2015 - Present
GravityCore July 2014 - Present
International Pemphigus and Pemphigoid Foundation June 2008 - June 2015
Archimedes (acquired by Evidera) August 2010 - June 2014
Archimedes August 2010 - August 2013
Nodality Inc. 2009 - 2010
Lehman Brothers August 2006 - 2008
Genentech September 2003 - August 2006
Clearview Projects 2002 - 2003
McKinsey and Company October 1999 - March 2002
Skills
Biotechnology, Business Development, Clinical Research, Healthcare, Pharmaceutical Industry, Oncology, Immunology, Strategy, Due Diligence, Business Strategy, medical affairs, Product Development, Healthcare Analytics, Personalized Medicine, Regulatory Affairs, Clinical Trials, Rare Diseases, Non-profit Board..., Non-profit Leadership
Education
Yale University School of Medicine 1995 — 1999
M.D., Medicine
Harvard University 1989 — 1993
A.B., Biology and Public Policy
Greenwich Education Group September 2014 - Present
Lehman Brothers May 2007 - October 2008
UBS 1993 - 1995
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Wellesley College 1979 — 1983
BA, Economics
GI Partners August 2008 - Present
Great Point Partners June 2007 - August 2007
Francisco Partners August 2004 - July 2006
Lehman Brothers July 2001 - June 2004
Education
Harvard Business School 2006 — 2008
Princeton University 1997 — 2001
Economics
Credit Karma February 2015 - Present
FutureAdvisor October 2014 - February 2015
Harvard Business School August 2012 - May 2014
BloomReach June 2013 - August 2013
Barclays Capital January 2011 - March 2012
Barclays Capital July 2009 - January 2011
Yale Investments Office January 2007 - May 2009
Lehman Brothers July 2008 - August 2008
Bain & Company June 2007 - August 2007
Skills
Foreign Exchange, Analytics, Fundraising, Strategic Planning, Structured Finance, Entrepreneurship, Commodity, Data Analysis, Investment Banking, Financial Modeling, Valuation, Archaeological Survey, Emerging Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Yale University 2005 — 2009
BA, Economics & International Studies
San Francisco University High School 2001 — 2005
High School
Guggenheim Partners April 2013 - Present
Barclays September 2008 - April 2013
Lehman Brothers 2008 - 2008
Bain & Company 1994 - 2008
Skills
Strategy, Management Consulting, Strategic Planning, Competitive Analysis, Financial Analysis, Talent Management, Recruiting, Organizational Design, Change Management, Financial Services, Emerging Markets
Education
Harvard Business School
MBA
University of Virginia
B.A., Foreign Affairs, Russian Studies
Hitchwood Capital June 2014 - Present
Scout Capital January 2010 - May 2014
Reservoir Capital Group 2006 - 2009
Citigroup Private Equity 2003 - 2006
Avero, Inc. 2000 - 2003
Lehman Brothers 1996 - 2000
Lehman Brothers 1996 - 2000
First National Bank of Boston 1990 - 1994
Skills
Hedge Funds, Capital Markets, Equities, Asset Management, Alternative Investments, Financial Modeling, Asset Managment, Venture Capital, Fixed Income, Private Equity, Investment Banking, Investments, Portfolio Management, Due Diligence, Valuation
Education
Harvard Business School 1994 — 1996
M.B.A.
Wesleyan University 1986 — 1990
B.A., Economics
The Peck School 2010 - Present
Lehman Brothers 1993 - 2007
Lehman Brothers 1993 - 2007
Dalcomp 1990 - 1993
Education
Teachers College of Columbia University 2007 — 2008
MA, Elementary Inclusive Education
New York University 1993 — 1996
MS, Computer Science
Harvard University 1986 — 1990
BA
The Boston Consulting Group June 2015 - August 2015
PepsiCo May 2012 - July 2014
Monitor Group July 2010 - May 2012
American Legion Jersey Boys' State 2006 - 2010
Deloitte Consulting June 2009 - August 2009
TZP Group June 2008 - August 2008
Lehman Brothers January 2008 - June 2008
Reuters June 2007 - October 2007
Skills
Financial Modeling, Training, Microsoft Excel, Management Consulting, Strategy, Mergers & Acquisitions, Marketing Strategy, Business Strategy, Valuation, Finance, Research, Financial Analysis, Leadership, Analysis, Start-ups, Cross-functional Team...
Education
Harvard Business School 2014 — 2016
New York University - Leonard N. Stern School of Business 2006 — 2010
Finance, Management
NSC Manager, LLC June 2014 - Present
Alvarez & Marsal September 2013 - June 2014
Harvard Business School August 2011 - May 2013
Caesars Entertainment Corporation 2012 - 2012
NSC February 2005 - September 2011
Lehman Brothers 2004 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Competitive Analysis, Due Diligence, Contract Negotiation, Strategy, LBO, Emerging Markets, Financial Analysis, Real Estate Development, Mergers & Acquisitions, Entrepreneurship, Budgets, Venture Capital, Online Marketing, Investments, Analytics, Market Research, Corporate Finance, Business Strategy
Education
Harvard Business School 2011 — 2013
MBA
University of Pennsylvania 2000 — 2004
BS, Finance
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science (BS), Finance, General
Genomatica, Inc. September 2011 - Present
Genzyme Corporation March 2011 - December 2011
Genzyme Corporation July 2009 - March 2011
Lehman Brothers June 2008 - August 2008
US Army June 2002 - July 2007
Sandstone Capital 2007 - 2007
Education
Harvard Business School 2007 — 2009
MBA
United States Military Academy at West Point 1998 — 2002
Amazon May 2014 - Present
Mad Men 2012 - Present
Various June 2002 - March 2013
Fox Television Studios August 1998 - June 2000
Lehman Brothers August 1997 - August 1998
Americast 1996 - 1998
Harvard Law School January 1994 - June 1996
Skills
Screenwriting, Entertainment, Film, New Media, Film Production, Directing, Producing, Video Production, Social Media, Marketing Strategy, Content Strategy, Feature Films
Education
Harvard Law School 1993 — 1996
JD
University of Michigan 1986 — 1990
BA, Philosophy
They All Fall Down - A Novel September 2015 - Present
Burn This, Inc. August 2012 - Present
The Seaport Group June 2009 - April 2013
Lehman Brothers March 2008 - June 2009
Lehman Brothers February 2007 - March 2008
Skills
SEO, Marketing Strategy, Brand Development, Online Advertising, Hedge Funds, Brand Awareness, Fitness Consulting, Social Media, Entrepreneurship, Equities, Financial Modeling, Trading Systems, Trading Strategies, Financial Markets, Quantitative Analytics, Bloomberg, Valuation, Fixed Income, Trading, Capital Markets
Education
Harvard University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
NYU Stern School of Business 2010 — 2013
Master of Business Administration (MBA), Marketing;
Institute For Integrative Nutrition 2014 — 2015
Holistic Health Coach, Foods, Nutrition, and Wellness Studies, General
J.P. Morgan July 2012 - April 2014
JPMorgan June 2008 - June 2012
Lehman Brothers May 2007 - July 2007
Lehman Brothers May 2006 - July 2006
Skills
Investment Management, Investment Banking, Financial Modeling, Valuation, Research, Bloomberg, Management Consulting
Education
Harvard T.H. Chan School of Public Health 2015 — 2017
Master’s Degree, Epidemiology
Mount Holyoke College 2004 — 2008
B.A., Economics
Great Circle Advisors, LLC 2013 - Present
United States Army 2008 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers January 2001 - September 2008
Education
Harvard Business School 1975 — 1977
Master of Business Administration (M.B.A.)
University of Michigan 1968 — 1972
Bachelor's Degree, Economics and Chinese Studies
Shiseido Cosmetics America July 2012 - Present
Shiseido Co., Ltd. July 2010 - July 2012
Shiseido Cosmetics of America October 2000 - June 2010
Victoria's Secret Beauty 1999 - 2000
Chanel 1997 - 1999
The Boston Consulting Group June 1996 - August 1996
Lehman Brothers 1987 - 1995
Skills
Retail, P&L Management, International Marketing, Marketing Strategy, Brand Management, Marketing, Beauty Industry, Consumer Products, Luxury Goods, Cosmetics, Market Research, Digital Marketing, Customer Insight, Market Analysis, FMCG, Business Strategy, Business Development, Consumer Behaviour, Brand Development, Fragrance, Global Marketing, Merchandising, Product Development, Trade Marketing, Integrated Marketing, Competitive Analysis, Product Marketing, Market Planning, Marketing Management, E-commerce
Education
Harvard Business School 1995 — 1997
Keio University 1983 — 1987
BA, LAW
Tomon Partners March 2003 - Present
Tomon Partners 2003 - Present
Gilo Ventures January 2001 - December 2003
Merrill Lynch & Co. 1994 - 2000
Wasserstein Perella 1988 - 1994
Lehman Brothers 1985 - 1988
McKinsey & Company January 1982 - August 1983
Skills
Venture Capital, Start-ups, Mergers, Business Strategy, Strategic Planning, Entrepreneurship, Corporate Development, Management Consulting, Strategic Partnerships, Marketing Strategy, Strategy, Acquisition Integration, Due Diligence, Negotiation, Private Equity, Governance, Mergers & Acquisitions, Finance, Management, Corporate Finance
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
International Christian University 1977 — 1981
Bachelor of Arts (BA)
Learning Objects, Inc. 2005 - 2010
Kalorama Group, LLC 1999 - 2005
Portman Overseas 1995 - 1998
Richina Capital Partners 1994 - 1995
Lehman Brothers 1989 - 1992
Skills
Strategic Planning, Financial Analysis
Education
Harvard Business School 1992 — 1994
MBA
Harvard University 1987 — 1989
AB
University of Virginia 1985 — 1987
Core Energy Partners, LLC August 2011 - Present
Pine Brook Road Partners, LLC September 2008 - March 2011
Cadent Energy Partners September 2005 - July 2007
Lehman Brothers July 2003 - July 2005
Education
Harvard University 1998 — 2002
AB, Economics
Webb Schools
York Capital Management 2013 - Present
Jefferies & Company 2011 - 2012
Harvard Business School July 2009 - May 2011
Barclays Capital 2008 - 2009
Lehman Brothers 2007 - 2008
Skills
Financial Analysis, Problem Solving, FINRA Series 79 License, FINRA Series 63 License, Series 63, FINRA, Financial Modeling, Private Equity, Valuation, Investment Banking, Hedge Funds, Due Diligence, Venture Capital, Equities, Capital Markets, Emerging Markets
Education
Harvard Business School 2009 — 2011
MBA, Management
Yale University 2003 — 2007
B.A., Political Science
Silver Rock Financial July 2010 - Present
PIMCO January 2006 - June 2010
Irell & Manella 2003 - 2005
US Court of Appeals, Ninth Circuit 2002 - 2003
Lehman Brothers 2000 - 2002
Education
Harvard Law School 1998 — 2001
University of California, Los Angeles 1993 — 1997
BA, Economics
Harvard Business School September 2007 - Present
Matrix Partners June 2008 - August 2008
Lehman Brothers July 2004 - August 2006
Education
Harvard Business School 2007 — 2009
MBA
Pantheon Ventures July 2006 - June 2011
Lehman Brothers June 2005 - August 2005
Education
Harvard University 2002 — 2006
AB, Economics
Morgan Stanley November 2010 - June 2014
Morgan Stanley November 2008 - November 2010
Lehman Brothers June 2008 - November 2008
Skills
Bloomberg, Fixed Income, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Derivatives, Alternative Investments, Equity Research, Private Equity, Series 7, Bloomberg Terminal, Portfolio Management, Equity, Trading
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.), General Management
The George Washington University - School of Business 2004 — 2008
BBA, Finance and International Business, Magna Cum Laude
America Achieves May 2014 - July 2015
New York Public Library 2004 - April 2014
Evercore Partners September 1995 - August 2004
Lehman Brothers 1977 - 1990
Skills
Strategic Planning, Strategy, Public Speaking, Non-profits, Fundraising, Executive Financial..., Business Transactions, Investments, Nonprofits, Community Outreach, Mergers & Acquisitions, Volunteer Management, Start-ups, Program Development, Grant Writing, Management, Leadership, Research, Entrepreneurship, Venture Capital, Private Equity, Program Management, Policy, Business Strategy
Education
Harvard Business School 1975 — 1977
MBA, Business Administration and Management, General
Princeton University 1971 — 1975
BA, Woodrow Wilson School of Public and International Affairs
Barclays Capital Inc. September 2008 - Present
Lehman Brothers September 1977 - September 2008
Skills
Equities, Capital Markets, Investment Banking, Hedge Funds, High Yield, Valuation, LBO, Private Equity, Financial Structuring, Credit Derivatives, Fixed Income, Structured Products, Structured Finance, Alternative Investments, Leveraged Finance
Education
Harvard Business School 1975 — 1977
MBA
New York University 1969 — 1973
BS, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers August 1999 - September 2008
Education
Harvard Business School 1997 — 1999
MBA
Rochester Institute of Technology 1990 — 1995
BSEE, Electrical Engineering
Perka March 2015 - Present
PetNet February 2014 - Present
First Data Corporation September 2014 - March 2015
The Kor Group June 2013 - August 2013
American Express February 2010 - May 2012
Neuberger Berman October 2008 - February 2010
Lehman Brothers July 2007 - October 2008
Sony Pictures Entertainment June 2006 - August 2006
Skills
Competitive Analysis, Project Management, Research, Alternative Investments, Hedge Funds, Valuation, Due Diligence, Emerging Markets, Asset Managment, Financial Analysis, Strategy, Business Development, Business Strategy, Market Research, Product Management
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Yale University 2003 — 2007
BA, History
Chapin 1990 — 2003
Barclays Investment Bank May 2012 - Present
Barclays Investment Bank September 2010 - May 2012
Barclays Investment Bank July 2008 - September 2010
Lehman Brothers July 2007 - August 2007
Skills
Analytics, Strategy, Economics, Financial Modeling, Valuation, Financial Analysis
Education
Harvard University 2005 — 2008
BA, Computer Science, secondary in Economics
Davis Polk & Wardwell LLP May 2015 - September 2015
Davis Polk & Wardwell LLP September 2014 - May 2015
Center for Strategic and International Studies February 2011 - July 2011
Center for Strategic and International Studies (CSIS) September 2010 - January 2011
Kucetekela Foundation October 2009 - July 2010
Lehman Brothers June 2008 - August 2008
Office of Senator Edward Kennedy June 2007 - August 2007
Education
Harvard Law School 2011 — 2014
JD
Princeton University 2005 — 2009
B.A., Politics, summa cum laude
The Groton School
magna cum laude
The Boston Consulting Group July 2014 - Present
RHEAL Capital Management, LLC March 2014 - Present
New York City Housing Authority (NYCHA) 2009 - 2014
Lehman Brothers 2005 - 2009
JPMorgan Chase 1997 - 2005
PepsiCo 1995 - 1997
The Boston Consulting Group 1992 - 1995
PaineWebber 1987 - 1990
Skills
Organizational..., Corporate Finance, Strategy Development, Mergers, Business Strategy, Corporate Development, Change Management, Investment Banking, Capital Markets, Business Development, Finance, Executive Management, Management, Strategic Planning, LBO, Budgets, Joint Ventures, Mergers & Acquisitions, Contract Negotiation, Venture Capital, Strategy, Leadership, Cross-functional Team..., Investments, Portfolio Management, Start-ups, Program Management, Financial Analysis, Due Diligence, Team Building, Analysis
Education
Harvard Business School 1990 — 1992
MBA, General Management
Wesleyan University 1983 — 1987
BA, Economics & Government
Nomura Securities November 2012 - Present
Nomura Securities 2011 - Present
Nomura Securities 2009 - Present
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Credit Suisse First Boston LLC 1987 - 2005
Education
Harvard Business School 1985 — 1987
M.B.A.
Yale University 1978 — 1982
B.A., Economics
D. E. Shaw & Co. February 1996 - Present
Lehman Brothers 1994 - 1995
Bell Laboratories 1992 - 1994
Education
Harvard University
A.B, Applied Math
Stanford University
PhD, Computer Science
RKB Capital Partners 2015 - Present
BrightCore Energy 2015 - Present
NextEra Energy Resources 2013 - 2015
Smart Energy Capital, LLC 2009 - 2013
Lehman Brothers 1996 - 2008
Citicorp 1994 - 1996
Cravath, Swaine & Moore LLP 1991 - 1994
Education
Harvard Law School 1988 — 1991
J.D.
University of Michigan 1984 — 1988
B.A., Economics
J.P. Morgan August 2013 - June 2014
JPMorgan Chase March 2010 - July 2013
JPMorgan Chase May 2009 - June 2009
Lehman Brothers May 2008 - June 2008
Skills
PowerPoint, Word, Microsoft Office, Series 7, Bloomberg, series 63, Social Media, Data Analysis, Microsoft Word, Financial Analysis, Finance, Financial Modeling, Research, Microsoft Excel
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2006 — 2010
Bachelor of Arts (BA), English Language and Literature/Letters
SRS Acquiom September 2015 - Present
JP Morgan Chase February 2011 - June 2015
JPMorgan Chase February 2009 - February 2011
Citigroup 2004 - 2008
Citigroup 2000 - 2004
Lehman Brothers 1997 - 2000
Peregrine Fixed Income, New York and Hong Kong 1995 - 1997
Lehman Brothers 1988 - 1995
Skills
Fixed Income, Capital Markets, Investment Banking, Emerging Markets, Trading, Leveraged Finance, Loan Origination, Money Market, Securities, Portfolio Management, Investments, Asset Management
Education
Harvard Business School 1986 — 1988
MBA, Masters in Business Administration
Oberlin College 1980 — 1984
Bachelor of Arts (B.A.), Honors in Economics
Lieutenant islandPartners, LLC October 2008 - Present
Morehouse College 2007 - Present
Deutsche Bank Securities September 1996 - April 2008
Lehman Brothers June 1980 - September 1996
First National Bank of Boston 1975 - 1980
Skills
Private Equity, Capital Markets, Investment Banking, Valuation, Hedge Funds, Venture Capital, Mergers & Acquisitions, Management, Alternative Investments, High Yield, Finance, Banking, Emerging Markets, Mutual Funds, Financial Advisory, Corporate Law, Loans, LBO, Corporate Finance, Fixed Income, Equities, Financial Modeling, Due Diligence, Corporate Development, Private Placements, Securities, Investments, Financial Analysis, Asset Management, Equity Research, Investor Relations, Leveraged Finance, Portfolio Management, Structured Finance, Financial Structuring, Leadership Development, Leadership, Bloomberg, Mentoring Of Staff, Corporate Governance
Education
Harvard Business School
MBA, Finance
Princeton University
BA, History
Brookline High School
Merrill Lynch July 2015 - Present
Maxim Group July 2014 - November 2014
Brean Murray, Carret & Co. March 2011 - June 2012
Caris & Company January 2009 - February 2010
Lehman Brothers September 2005 - November 2008
Wachovia Securities, LLC April 1990 - January 2005
Wheat First Butcher Singer 1990 - 2005
First Boston July 1984 - December 1989
Skills
Asset Managment, Securities, Equities, Series 7, Investments, Mentoring, Series 63, Client Development, Cold Calling, Oral & Written..., Asset Management, Strategy, Investment Management, Portfolio Management, Investment Banking, Trading
Education
Harvard Business School 1983 — 1985
Master of Business Administration (M.B.A.)
The College of New Jersey 1975 — 1979
B.S., summa cum laude, Special Education
She's Fit to Lead, LLC November 2014 - Present
Citigroup July 2008 - November 2014
Credit Suisse 2006 - 2008
Lehman Brothers 1992 - 2006
Shereff Friedman 1987 - 1992
Skills
Leadership, Leadership Development, Cross-functional Team..., Human Resource..., Risk Management, Management, Human Resources, Team Building, Training, Organizational..., Program Development, Program Management, Strategy
Education
Harvard Law School 1984 — 1987
JD
Birch Wathen
University of Pennsylvania
BA, Sociology
The Carlyle Group December 2014 - Present
The Carlyle Group July 2012 - December 2014
Welsh, Carson, Anderson & Stowe August 2007 - June 2010
Lehman Brothers July 2005 - June 2007
Education
Harvard Business School 2010 — 2012
MBA
University of Maryland College Park 2001 — 2005
Bachelors of Science, Finance
Bain Capital September 2001 - Present
Lehman Brothers July 1999 - July 2001
Education
Harvard Business School 2003 — 2005
MBA
Harvard University 1995 — 1999
AB, Economics
Byram Hills High School 1991 — 1995
Vesey Street Partners April 2009 - Present
Lehman Brothers February 1992 - October 2008
Education
Harvard Business School 1985 — 1987
MBA, Finance, Real Estate
Haverford College 1978 — 1982
BA, Economics
Palladium Equity Partners 2003 - Present
Univision 2000 - 2001
Lehman Brothers 1998 - 2000
Accenture 1996 - 1998
Skills
Mergers & Acquisitions, Private Equity, Deal Sourcing, Valuation, LBO, Recapitalizations, Venture Capital, Alternative Investments, Corporate Development, Due Diligence, Emerging Markets, Corporate Finance, Growth Capital, Buyouts, Leveraged Finance, Private Placements, Restructuring, Special Situations, Strategy, Investment Banking, Financial Modeling, M&A experience
Education
Harvard Business School 1994 — 1996
MBA
New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance
Bain & Company July 2014 - Present
Celgene Corporation May 2013 - August 2013
Cowen Healthcare Royalty Partners July 2010 - June 2012
UBS Investment Bank July 2008 - June 2010
Lehman Brothers May 2007 - July 2007
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
Bachelor of Arts
UCL 2006 — 2006
Bain & Company June 2015 - Present
Bain & Company July 2013 - June 2015
The Bridgespan Group June 2012 - August 2012
Bain & Company January 2011 - July 2011
Starwood Hotels & Resorts Worldwide, Inc. July 2010 - January 2011
Bain & Company July 2008 - July 2010
Lehman Brothers 2007 - 2007
Skills
Management Consulting, Strategy, Financial Modeling, Strategic Consulting, Business Strategy, Competitive Analysis, Analytics
Education
Harvard Business School 2011 — 2013
MBA
The Johns Hopkins University 2004 — 2008
B.A., Economics, Political Science
Cressey & Co July 2011 - June 2013
Barclays Capital June 2009 - June 2011
Lehman Brothers 2008 - 2008
Lehman Brothers 2008 - 2008
Education
Harvard Business School 2013 — 2016
Master of Business Administration (M.B.A.)
Harvard University Kennedy School of Government 2013 — 2016
Master of Public Administration in International Development (MPA/ID)
The University of Georgia 2005 — 2009
BBA, Finance
Savannah
University of Cape Town
University of Georgia - Terry College of Business
Barclays Capital June 2011 - Present
G2 Investment Group, LLC January 2010 - June 2011
Vesey Street Partners LLC March 2009 - January 2010
Lehman Brothers February 1992 - October 2008
Chemical Bank 1987 - 1992
Skills
CMBS, Real Estate Economics
Education
Harvard Business School 1985 — 1987
MBA, Real Estate and Finance
Haverford College 1978 — 1982
BA, Economics
Encell Technology, Inc. January 2007 - Present
Monarch Capital Partners August 1998 - December 2005
Trilogy Capital Partners June 1997 - June 1998
Inktomi 1996 - 1998
Inktomi Corporation January 1996 - June 1997
The Robinson-Humphrey Company, Inc. (subsidiary of Lehman Brothers) June 1993 - December 1995
Lehman Brothers August 1989 - June 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Outlook, Windows, HTML, Budgets, Public Speaking, Strategic Planning, Negotiation, Managing Start-ups, Financial Modeling, IPO, Mergers, Acquisitions, Project Management, Building Organizational..., Team Building, Venture Capital, Entrepreneurship, Entrepreneurial Finance, Hiring Practices, Team Management, Telecommunications, Internet, Wireless Mobility, Renewable Energy, Energy Management, Battery Management..., Batteries, Board Governance, Board of Director..., Business Development, Employee Management, Marketing Strategy, Marketing Research, Organizational Structure, Patents, New Venture Development, Corporate Development, Mergers & Acquisitions, Cleantech, Strategy, Start-ups, Capital Raising, Strategic Partnerships, Executive Management
Education
Harvard Business School 1991 — 1993
Master of Business Administration (M.B.A.)
Washington and Lee University 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Westminster
Davis Polk & Wardwell LLP November 2009 - Present
Lehman Brothers July 2004 - August 2006
Skills
Securities Regulation, Commercial Litigation, Litigation, Legal Writing, Corporate Law
Education
Stanford University 2000 — 2004
B.A., Economics
Harvard Law School
J.D., Law
Stone Ridge Asset Management April 2013 - Present
Oliver Wyman March 2010 - April 2013
Barclays Capital January 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers September 2006 - September 2008
Skills
Risk Management, Capital Markets, Strategy, Insurance, Financial Modeling, Investment Banking, Structured Finance, Reinsurance, Capital, ALM, Corporate Finance, Financial Risk, Finance, Due Diligence, Financial Services, Asset Management
Education
University of Cambridge 2002 — 2003
MPhil, Economics
Harvard University 1998 — 2002
AB, Applied Mathematics, 3.9
Deloitte August 2014 - Present
Deloitte October 2012 - August 2014
Barclays Capital September 2008 - June 2010
Lehman Brothers July 2007 - September 2008
Skills
Investment Banking, Financial Modeling, Due Diligence, Mergers & Acquisitions, Management Consulting, Strategy, Valuation, Acquisition Integration, Corporate Development, Business Strategy, Business Process..., Management, Strategic Consulting, Financial Analysis, Analytics
Education
Harvard Business School 2010 — 2012
MBA, General Management and Finance
Princeton University 2003 — 2007
2007, Economics
Lehman Brothers 1998 - 2007
Education
Harvard Business School 1966 — 1968
The Hearst Foundations June 2010 - Present
Lehman Brothers August 2007 - August 2008
Lehman Brothers August 2004 - July 2007
Paris-Anglo December 2003 - June 2004
Philadelphia Weekly September 2002 - May 2003
Education
Harvard Business School 2008 — 2010
University of Pennsylvania 1999 — 2003
Rowan Capital December 2005 - Present
Rowan Captial December 2005 - Present
Lehman Brothers November 2000 - December 2005
Goldman Sachs September 1989 - November 2000
Education
Harvard Business School
MBA
Harvard Business School
MBA
Harvard University
A.B, Physics
Stanford University Law School
Yale University School of Medicine
MD
BlackRock March 2011 - Present
Goldman Sachs Asset Management February 2003 - March 2011
Lehman Brothers January 2000 - June 2001
Cravath, Swaine & Moore LLP September 1996 - December 1999
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Securities Regulation, Capital Markets
Education
Harvard Law School 1993 — 1996
J.D.
University of Michigan 1989 — 1993
B.A., Economics
Barclays Capital January 1998 - Present
Lehman Brothers January 1998 - September 2008
Education
Harvard Business School
MBA, Finance
Yale University
BA, American Studies
Barclays Capital 2008 - 2014
Tenor Capital Management 2004 - 2008
Lehman Brothers 2002 - 2004
PricewaterhouseCoopers 1997 - 2000
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Lehigh University 1994 — 1997
Bachelor's Degree, Accounting
Sage Consulting 2011 - Present
Sage Asset Management 2010 - 2014
Sage Asset Management 1999 - 2009
Chancellor Capital Management 1996 - 1998
Lehman Brothers 1993 - 1995
Lehman Brothers 1990 - 1993
Lehman Brothers April 1987 - 1990
Lehman Brothers August 1986 - March 1987
Paine Webber August 1985 - August 1986
Paine Webber June 1984 - August 1984
Skills
Fixed Income, Mergers & Acquisitions, Portfolio Management, Equities, Investments, Customer Service, Investment Banking, Asset Management, Microsoft Excel, Capital Markets, Equity Research
Education
Harvard Business School 1983 — 1985
MBA, Business Administration and Management, General
Harvard University 1977 — 1981
A.B., Geological Sciences
Wayfair August 2014 - Present
Kellogg School of Management 2012 - 2014
The Clorox Company June 2013 - August 2013
Barclays Capital 2008 - 2012
Lehman Brothers July 2007 - September 2008
Skills
Special Situations, Risk Arbitrage, Financial Modeling, Financial Analysis, Equities, Capital Markets, Hedge Funds, Marketing, Product Management, Cross-functional Team..., Project Management, Brand Management, Marketing Strategy, Analytics, Competitive Analysis
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Managment & Organizations, Marketing
Harvard University 2003 — 2007
Bachelor's Degree, History
Suffolk Equity Partners December 2011 - Present
Liquor.com January 2013 - Present
Morgan Stanley June 2010 - August 2010
Barclays Capital September 2008 - July 2009
Lehman Brothers June 2006 - September 2008
Education
Harvard Business School 2009 — 2011
Harvard University 2002 — 2006
AB, History
Phillips Academy 1998 — 2002
9 through 12
Chobani July 2014 - July 2015
General Atlantic August 2012 - July 2014
Barclays Capital July 2010 - July 2012
Barclays Capital June 2009 - July 2009
Lehman Brothers June 2008 - August 2008
Morgan Stanley September 2007 - May 2008
Skills
Investment Banking, Valuation, Private Equity, Investments, LBO, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Alternative Investments, Corporate Development, Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance and International Business
Banco Brasil Plural August 2012 - Present
Credit Suisse February 2010 - April 2012
FEMSA September 2003 - July 2007
Lehman Brothers June 2001 - September 2003
Skills
Corporate Finance, Investment Banking, Start-ups, Entrepreneurship, Capital Markets, Equities, Bloomberg, Market Research, Emerging Markets, DCF
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Wheaton College
Bachelor of Arts (B.A.), Economics, Theology, Spanish
Self-employed 2012 - Present
Goldman Sachs 2003 - 2011
Lehman Brothers 1998 - 2002
Skills
Corporate Finance, Financial Markets, Quantitative Finance, International Finance
Education
Harvard Business School 2002 — 2012
Master of Business Administration (MBA), International Finance
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Medical Imaging Innovations November 2013 - Present
University MRI & Diagnostic Imaging Centers February 2003 - May 2015
Continental Cablevision October 1995 - October 1998
Lehman Brothers September 1993 - August 1995
Lehman Brothers October 1986 - September 1991
Skills
Strategic Planning, Contract Negotiation, Project Management, Leadership, Process Improvement, Healthcare, Executive Management
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Washington University in St. Louis 1980 — 1984
Bachelor of Arts (A.B.), Economics
Barclays September 2008 - June 2013
Lehman Brothers September 1997 - September 2008
Baker Botts L.L.P. September 1986 - September 1997
Skills
Investment Banking, Management, Corporate Finance, Capital Markets, Equities, Investments, Mergers & Acquisitions, Private Equity
Education
Harvard Law School 1983 — 1986
Doctor of Law (JD)
University of Notre Dame 1979 — 1983
Bachelor of Arts (B.A.)
The Executive Leadership Council February 2014 - Present
RBC Capital Markets March 2013 - Present
Alpha 2014 - 2014
CODE2040 2014 - 2014
CODE2040 2014 - 2014
Barclays Investment Bank September 2008 - December 2012
Lehman Brothers June 1994 - September 2008
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
Washington University in St. Louis
Claren Road Asset Management 2005 - 2009
CIBC World Markets 2002 - 2005
Merrill Lynch 1994 - 2002
McKinsey & Company 1991 - 1994
Lehman Brothers 1988 - 1990
Shearson Lehman Brothers June 1987 - August 1987
The Standard Oil Company of Ohio 1982 - 1986
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1978 — 1982
Bachelor's Degree, Petroleum Engineering, High Honors
ICV Partners, LLC September 1999 - Present
Deutsche Bank June 1997 - September 1999
Lehman Brothers August 1993 - May 1996
Skills
Private Equity, Corporate Finance, LBO, Business Strategy, Strategic Planning
Education
Harvard Business School 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Morehouse College 1981 — 1985
Bachelor of Arts (BA), Accounting