Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Luis Nario Luis Nario's Lehman Brothers Experience July 2005 - May 2008
Job Partner at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company January 2014 - Present
McKinsey & Company May 2013 - January 2014
Lehman Brothers July 2005 - May 2008
Lehman Brothers December 2001 - July 2005
UBS Investment Bank August 1999 - December 2001
UBS Investment Bank April 1996 - July 1999
Banco BICE April 1995 - March 1996
Oliver Wyman January 1993 - April 1995
Skills
Capital Markets, Risk Management, Financial Risk, Fixed Income, Credit Risk, Investment Banking, Structured Finance, Banking, Portfolio Management, Structured Products, Derivatives, Finance, Emerging Markets, Strategy, Securitization, Hedge Funds, Financial Markets, Corporate Finance, Private Equity, Valuation, Equities, Financial Institutions, Financial Structuring, Interest Rate..., Project Finance, FX Options, Financial Modeling, Credit Derivatives, Due Diligence, Asset Management
Education
Yale Law School 2010 — 2013
JD, Law
Harvard University 1989 — 1993
BA, Mathematics
Pontificia Universidad Católica de Chile
Santiago College
Santiago College
McKinsey & Company January 2014 - Present
McKinsey & Company May 2013 - January 2014
Lehman Brothers July 2005 - May 2008
Lehman Brothers December 2001 - July 2005
UBS Investment Bank August 1999 - December 2001
UBS Investment Bank April 1996 - July 1999
Banco BICE April 1995 - March 1996
Oliver Wyman January 1993 - April 1995
Skills
Capital Markets, Risk Management, Financial Risk, Fixed Income, Credit Risk, Investment Banking, Structured Finance, Banking, Portfolio Management, Structured Products, Derivatives, Finance, Emerging Markets, Strategy, Securitization, Hedge Funds, Financial Markets, Corporate Finance, Private Equity, Valuation, Equities, Financial Institutions, Financial Structuring, Interest Rate..., Project Finance, FX Options, Financial Modeling, Credit Derivatives, Due Diligence, Asset Management
Education
Yale Law School 2010 — 2013
JD, Law
Harvard University 1989 — 1993
BA, Mathematics
Pontificia Universidad Católica de Chile
Santiago College
Santiago College
Ken Austin Ken Austin's Lehman Brothers Experience 1987 - 1995
Job Managing director at BNP Paribas
Industry Banking
Experience
BNP Paribas 2001 - Present
Trading Edge 1999 - 2001
BankBoston 1995 - 1999
Lehman Brothers 1987 - 1995
Skills
Management, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Hedge Funds, Portfolio Management, Structured Finance, Emerging Markets, Asset Management, Structured Products
Education
Harvard University 1981 — 1985
Bachelor of Arts (BA), European History
BNP Paribas 2001 - Present
Trading Edge 1999 - 2001
BankBoston 1995 - 1999
Lehman Brothers 1987 - 1995
Skills
Management, Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Hedge Funds, Portfolio Management, Structured Finance, Emerging Markets, Asset Management, Structured Products
Education
Harvard University 1981 — 1985
Bachelor of Arts (BA), European History
Jamie Flatt Jamie Flatt's Lehman Brothers Experience June 1998 - April 2000
Job Associate Principal at Page
Industry Architecture & Planning
Experience
Page January 2014 - Present
PageSoutherlandPage November 2012 - Present
Brochsteins June 2012 - October 2012
Brochsteins June 2011 - June 2012
PageSoutherlandPage October 2005 - April 2011
Lehman Brothers June 1998 - April 2000
Dean & Company September 1995 - April 1998
Skills
Project Management, LEED AP, Strategy, Submittals, Sustainable Design, Strategic Planning, Design Research, Architectural Design, Business Strategy, Green Building, Comprehensive Planning, Mixed-use, Space-planning, Architecture, Budgets, Construction Drawings, Space planning
Education
Rice University 2001 — 2005
MArch, Architecture
Harvard University 1991 — 1995
AB, Psychology
Page January 2014 - Present
PageSoutherlandPage November 2012 - Present
Brochsteins June 2012 - October 2012
Brochsteins June 2011 - June 2012
PageSoutherlandPage October 2005 - April 2011
Lehman Brothers June 1998 - April 2000
Dean & Company September 1995 - April 1998
Skills
Project Management, LEED AP, Strategy, Submittals, Sustainable Design, Strategic Planning, Design Research, Architectural Design, Business Strategy, Green Building, Comprehensive Planning, Mixed-use, Space-planning, Architecture, Budgets, Construction Drawings, Space planning
Education
Rice University 2001 — 2005
MArch, Architecture
Harvard University 1991 — 1995
AB, Psychology
Gunce Arkan Gunce Arkan's Lehman Brothers Experience September 1997 - July 2000
Job Head of Content & Research at Glow, Inc.
Industry Internet
Experience
Glow, Inc May 2013 - Present
ORYX Consulting September 2009 - May 2013
Morgan Stanley September 2002 - September 2009
Lehman Brothers September 1997 - July 2000
Skills
Fixed Income, Hedge Funds, Investments, Start-ups, Strategy, Mobile Internet, Research, Content Strategy, Content Writing, Community Development, Community Engagement
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Harvard University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Glow, Inc May 2013 - Present
ORYX Consulting September 2009 - May 2013
Morgan Stanley September 2002 - September 2009
Lehman Brothers September 1997 - July 2000
Skills
Fixed Income, Hedge Funds, Investments, Start-ups, Strategy, Mobile Internet, Research, Content Strategy, Content Writing, Community Development, Community Engagement
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Harvard University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Littane Bien-Aime Littane Bien-Aime's Lehman Brothers Experience May 2008 - July 2008
Job Economic Officer at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State September 2012 - Present
Cambridge Housing Authority June 2012 - August 2012
U.S. Department of State June 2011 - August 2011
U.S. House of Representatives May 2010 - August 2010
Barclays Capital July 2009 - March 2010
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Skills
Microsoft Excel, Public Policy, Policy Analysis, Stata, Economic Development, International..., Economics, Program Evaluation, Government, Policy, Series 7, Series 63, SPSS, International Relations, Research, Foreign Policy, Strategy, Politics, Diplomacy
Education
Harvard University Kennedy School of Government 2010 — 2012
MPP, Policial & Economic Development/Social & Urban Policy
Spelman College 2005 — 2009
B.A., Economics (Cum Laude)
Cambridge Rindge and Latin School 2001 — 2005
U.S. Department of State September 2012 - Present
Cambridge Housing Authority June 2012 - August 2012
U.S. Department of State June 2011 - August 2011
U.S. House of Representatives May 2010 - August 2010
Barclays Capital July 2009 - March 2010
Lehman Brothers May 2008 - July 2008
Lehman Brothers May 2007 - July 2007
Skills
Microsoft Excel, Public Policy, Policy Analysis, Stata, Economic Development, International..., Economics, Program Evaluation, Government, Policy, Series 7, Series 63, SPSS, International Relations, Research, Foreign Policy, Strategy, Politics, Diplomacy
Education
Harvard University Kennedy School of Government 2010 — 2012
MPP, Policial & Economic Development/Social & Urban Policy
Spelman College 2005 — 2009
B.A., Economics (Cum Laude)
Cambridge Rindge and Latin School 2001 — 2005
Prathit Thaker's Lehman Brothers Experience 1998 - 1999
Job Commercial Real Estate, Credit Risk, Technology
Industry Banking
Experience
P2P/Marketplace Lending Platforms July 2015 - Present
Clean Fund January 2015 - June 2015
Rabobank January 2011 - November 2014
FDIC February 2009 - January 2011
Hometown Commercial Capital February 2006 - October 2008
Bridger Commercial Funding March 2003 - February 2006
Ariba 2001 - 2002
Buildfolio.com 2000 - 2001
Lehman Brothers 1998 - 1999
Bear Stearns Companies, Inc. 1996 - 1998
Skills
Risk Management, Underwriting, Portfolio Management, Auditing, Asset, Financial Analysis, Credit, Problem Solving, Enterprise Risk..., Due Diligence, Credit Risk, Cross-functional Team..., Entrepreneurship, Policy, Banking, Finance, Asset Management, Negotiation, Deal Structuring and..., Creating and Rolling..., ALLL Analysis..., Creative Out-of-the Box..., Managing Internal..., Managing Internal and..., Special Assets..., Underwriting complex..., Creating and Publishing..., Presenting to Board of..., SME and routine speaker..., Start-ups, Capital Markets, Structured Finance, Loans, Financial Risk
Education
Harvard University Kennedy School of Government 1995 — 1996
Master of Public Administration (MPA), International Finance
University of Pennsylvania 1986 — 1988
Master of Architecture (M.Arch.); Master of City Planning (MCP), Urban Design
P2P/Marketplace Lending Platforms July 2015 - Present
Clean Fund January 2015 - June 2015
Rabobank January 2011 - November 2014
FDIC February 2009 - January 2011
Hometown Commercial Capital February 2006 - October 2008
Bridger Commercial Funding March 2003 - February 2006
Ariba 2001 - 2002
Buildfolio.com 2000 - 2001
Lehman Brothers 1998 - 1999
Bear Stearns Companies, Inc. 1996 - 1998
Skills
Risk Management, Underwriting, Portfolio Management, Auditing, Asset, Financial Analysis, Credit, Problem Solving, Enterprise Risk..., Due Diligence, Credit Risk, Cross-functional Team..., Entrepreneurship, Policy, Banking, Finance, Asset Management, Negotiation, Deal Structuring and..., Creating and Rolling..., ALLL Analysis..., Creative Out-of-the Box..., Managing Internal..., Managing Internal and..., Special Assets..., Underwriting complex..., Creating and Publishing..., Presenting to Board of..., SME and routine speaker..., Start-ups, Capital Markets, Structured Finance, Loans, Financial Risk
Education
Harvard University Kennedy School of Government 1995 — 1996
Master of Public Administration (MPA), International Finance
University of Pennsylvania 1986 — 1988
Master of Architecture (M.Arch.); Master of City Planning (MCP), Urban Design
Driss Ibenmansour Driss Ibenmansour's Lehman Brothers Experience July 2008 - August 2008
Job Operations and Logistics Manager at Uber
Industry Internet
Experience
Uber April 2015 - Present
Looly's September 2014 - March 2015
Roland Berger Strategy Consultants September 2011 - September 2014
Rothschild January 2010 - June 2010
Credit Agricole CIB July 2009 - December 2009
Lehman Brothers July 2008 - August 2008
Skills
Business Strategy, Strategy, Management Consulting, Mergers & Acquisitions, Financial Modeling, Market Entry, Business Planning, Strategic Consulting, Due Diligence, Management, Organizational Design, Market Analysis, Corporate Finance, Business Case Modelling, Start-ups, Fundraising, Consulting, Entrepreneurship, Financial Analysis
Education
HEC School of Management 2007 — 2011
Master's Degree, Master of Science in Management
Lycée Ipesup 2005 — 2007
Preparatory classes
Uber April 2015 - Present
Looly's September 2014 - March 2015
Roland Berger Strategy Consultants September 2011 - September 2014
Rothschild January 2010 - June 2010
Credit Agricole CIB July 2009 - December 2009
Lehman Brothers July 2008 - August 2008
Skills
Business Strategy, Strategy, Management Consulting, Mergers & Acquisitions, Financial Modeling, Market Entry, Business Planning, Strategic Consulting, Due Diligence, Management, Organizational Design, Market Analysis, Corporate Finance, Business Case Modelling, Start-ups, Fundraising, Consulting, Entrepreneurship, Financial Analysis
Education
HEC School of Management 2007 — 2011
Master's Degree, Master of Science in Management
Lycée Ipesup 2005 — 2007
Preparatory classes
Bruce Foerster Bruce Foerster's Lehman Brothers Experience June 1992 - December 1994
Job President, South Beach Capital Markets
Industry Investment Banking
Experience
South Beach Capital Markets January 1995 - Present
Lehman Brothers June 1992 - December 1994
PaineWebber August 1984 - May 1992
Skills
Investment Banking, Expert Witness, Corporate Governance, Business Ethics, Public Speaking, Public Equity Offerings, IPO, Corporate Finance, Strategic Planning
Education
University of Pennsylvania 1970 — 1971
MBA, Management Information and Control
Haverford College 1959 — 1963
AB, English
South Beach Capital Markets January 1995 - Present
Lehman Brothers June 1992 - December 1994
PaineWebber August 1984 - May 1992
Skills
Investment Banking, Expert Witness, Corporate Governance, Business Ethics, Public Speaking, Public Equity Offerings, IPO, Corporate Finance, Strategic Planning
Education
University of Pennsylvania 1970 — 1971
MBA, Management Information and Control
Haverford College 1959 — 1963
AB, English
Saron Tesfalul's Lehman Brothers Experience June 2008 - August 2008
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Bain Capital September 2012 - July 2014
Bain & Company November 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Harvard University 2006 — 2010
Honors B.A., Economics
Bain Capital September 2012 - July 2014
Bain & Company November 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Harvard University 2006 — 2010
Honors B.A., Economics
John Brydson's Lehman Brothers Experience 1983 - 1995
Job Director at Penn West
Industry Investment Management
Experience
Penn West June 2014 - Present
American Friends of Heriot-Watt University September 2013 - Present
Private Investor December 2011 - Present
American Friends of Heriot-Watt University September 2002 - September 2013
Hestan Consulting Group April 2010 - December 2011
Credit Suisse May 1995 - December 2009
Lehman Brothers 1983 - 1995
Chase Manhattan Bank 1977 - 1983
Institutional Money Management in the UK 1974 - 1977
Skills
Portfolio Management, Investments, Risk Management, Investment Banking, Equities, Financial Services, High Yield, Special Situations, Strategy, Mergers & Acquisitions, ., Hedge Funds, Capital Markets, Fixed Income, Management, Derivatives, Private Equity, Asset Management
Education
Heriot-Watt University 1970 — 1974
BA (Hons,upper second), Economics
Penn West June 2014 - Present
American Friends of Heriot-Watt University September 2013 - Present
Private Investor December 2011 - Present
American Friends of Heriot-Watt University September 2002 - September 2013
Hestan Consulting Group April 2010 - December 2011
Credit Suisse May 1995 - December 2009
Lehman Brothers 1983 - 1995
Chase Manhattan Bank 1977 - 1983
Institutional Money Management in the UK 1974 - 1977
Skills
Portfolio Management, Investments, Risk Management, Investment Banking, Equities, Financial Services, High Yield, Special Situations, Strategy, Mergers & Acquisitions, ., Hedge Funds, Capital Markets, Fixed Income, Management, Derivatives, Private Equity, Asset Management
Education
Heriot-Watt University 1970 — 1974
BA (Hons,upper second), Economics
Jonathan Feeney's Lehman Brothers Experience June 1997 - July 2000
Job Principal at Athlos Research
Industry Financial Services
Experience
Athlos Research May 2014 - Present
Janney Montgomery Scott January 2009 - May 2014
CAGNY 2007 - 2014
Wells Fargo May 2003 - January 2009
SunTrust Robinson Humphrey July 2002 - May 2003
Credit Suisse July 2000 - July 2002
Lehman Brothers June 1997 - July 2000
Skills
Equities, Equity Research, Alternative Investments, Hedge Funds, Capital Markets, Bloomberg, Securities, Investment Strategies, Investments, Valuation, Financial Modeling, Series 7, Asset Management, Fixed Income, Private Equity, Asset Allocation, Mutual Funds, Investment Banking, Series 63, Portfolio Management
Education
Harvard College 1993 — 1997
Bachelor of Arts (B.A.), Government
Athlos Research May 2014 - Present
Janney Montgomery Scott January 2009 - May 2014
CAGNY 2007 - 2014
Wells Fargo May 2003 - January 2009
SunTrust Robinson Humphrey July 2002 - May 2003
Credit Suisse July 2000 - July 2002
Lehman Brothers June 1997 - July 2000
Skills
Equities, Equity Research, Alternative Investments, Hedge Funds, Capital Markets, Bloomberg, Securities, Investment Strategies, Investments, Valuation, Financial Modeling, Series 7, Asset Management, Fixed Income, Private Equity, Asset Allocation, Mutual Funds, Investment Banking, Series 63, Portfolio Management
Education
Harvard College 1993 — 1997
Bachelor of Arts (B.A.), Government
Sara Lacombe Sara Lacombe's Lehman Brothers Experience 1991 - 1994
Job Chief Culture Officer at Navigation Arts
Industry Internet
Experience
Navigation Arts 2012 - Present
DreamBigHR, LLC 2009 - Present
Futron Corporation 2010 - 2012
J.E. Robert Companies 2006 - 2009
FTI Consulting 2005 - 2006
Merrill Lynch 1994 - 2005
Accenture 1996 - 1997
Lehman Brothers 1991 - 1994
Citi 1989 - 1991
Skills
Talent Management, Performance Management, Talent Acquisition, Mergers, Employee Relations, Succession Planning, Organizational..., Strategic Planning, Risk Management, Change Management, Project Management, Business Strategy, Program Management, Recruiting, Coaching, Strategy, Management Consulting, Leadership Development
Education
Georgetown University
Certificate, Leadership Coaching
Harvard Executive Education
Strategy and Finance
Hobart and William Smith Colleges
B.A., History
Navigation Arts 2012 - Present
DreamBigHR, LLC 2009 - Present
Futron Corporation 2010 - 2012
J.E. Robert Companies 2006 - 2009
FTI Consulting 2005 - 2006
Merrill Lynch 1994 - 2005
Accenture 1996 - 1997
Lehman Brothers 1991 - 1994
Citi 1989 - 1991
Skills
Talent Management, Performance Management, Talent Acquisition, Mergers, Employee Relations, Succession Planning, Organizational..., Strategic Planning, Risk Management, Change Management, Project Management, Business Strategy, Program Management, Recruiting, Coaching, Strategy, Management Consulting, Leadership Development
Education
Georgetown University
Certificate, Leadership Coaching
Harvard Executive Education
Strategy and Finance
Hobart and William Smith Colleges
B.A., History
Scott Eun's Lehman Brothers Experience February 2005 - October 2006
Job Portfolio Manager/Analyst at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments November 2007 - Present
Lehman Brothers February 2005 - October 2006
Dreyfus Corp January 2004 - January 2005
Skills
Portfolio Management, Equity Research, Investments, Valuation, Financial Modeling, Equities, Mutual Funds, Capital Markets, Financial Analysis, Hedge Funds, Derivatives
Education
Wharton 1996 — 1998
MBA, Finance
Harvard College 1989 — 1993
BA, Economics
Standard Life Investments November 2007 - Present
Lehman Brothers February 2005 - October 2006
Dreyfus Corp January 2004 - January 2005
Skills
Portfolio Management, Equity Research, Investments, Valuation, Financial Modeling, Equities, Mutual Funds, Capital Markets, Financial Analysis, Hedge Funds, Derivatives
Education
Wharton 1996 — 1998
MBA, Finance
Harvard College 1989 — 1993
BA, Economics
Erica Dhawan Erica Dhawan's Lehman Brothers Experience July 2007 - September 2008
Job CEO of Cotential. Strategist. Coauthor of Get Big Things Done:The Power of Connectional Intelligence
Industry Management Consulting
Experience
Cotential January 2012 - Present
Harvard Kennedy School of Government May 2010 - May 2012
Presencing Institute June 2011 - December 2011
Legatum Center in Development and Entrepreneurship September 2009 - May 2010
Education Access for All January 2009 - July 2009
Barclays September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
Lehman Brothers June 2006 - August 2006
Choice USA 2004 - 2004
Skills
Public Speaking, Entrepreneurship, Leadership Development..., Social Entrepreneurship, Management Consulting, Business Strategy, Emerging Markets, Financial Modeling, Non-profits, Venture Capital, Strategy, Strategic Planning, Leadership Development, Private Equity, Start-ups, International Relations, Policy, Nonprofits, Policy Analysis, Corporate Finance, Workshop Facilitation, Management, Training, Analysis, Coaching
Education
Harvard University Kennedy School of Government 2010 — 2012
MPA
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
University of Pennsylvania - The Wharton School
Business & Public Policy
Cotential January 2012 - Present
Harvard Kennedy School of Government May 2010 - May 2012
Presencing Institute June 2011 - December 2011
Legatum Center in Development and Entrepreneurship September 2009 - May 2010
Education Access for All January 2009 - July 2009
Barclays September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
Lehman Brothers June 2006 - August 2006
Choice USA 2004 - 2004
Skills
Public Speaking, Entrepreneurship, Leadership Development..., Social Entrepreneurship, Management Consulting, Business Strategy, Emerging Markets, Financial Modeling, Non-profits, Venture Capital, Strategy, Strategic Planning, Leadership Development, Private Equity, Start-ups, International Relations, Policy, Nonprofits, Policy Analysis, Corporate Finance, Workshop Facilitation, Management, Training, Analysis, Coaching
Education
Harvard University Kennedy School of Government 2010 — 2012
MPA
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
University of Pennsylvania - The Wharton School
Business & Public Policy
Julian Han Julian Han's Lehman Brothers Experience June 2007 - August 2007
Job Hedge Fund Manager
Industry Investment Management
Experience
Weiss Asset Management May 2011 - July 2012
Weiss Asset Management September 2007 - May 2011
Lehman Brothers June 2007 - August 2007
Education
MIT Sloan School of Management 2007 — 2009
Master of Business Administration (MBA), Finance
Harvard University 2004 — 2007
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
University of Oxford 2003 — 2004
First year B.A., Mathematics, First Class Honour
Weiss Asset Management May 2011 - July 2012
Weiss Asset Management September 2007 - May 2011
Lehman Brothers June 2007 - August 2007
Education
MIT Sloan School of Management 2007 — 2009
Master of Business Administration (MBA), Finance
Harvard University 2004 — 2007
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
University of Oxford 2003 — 2004
First year B.A., Mathematics, First Class Honour
Dhruv Puri Dhruv Puri's Lehman Brothers Experience December 2007 - September 2008
Job
Industry Capital Markets
Experience
AQR Capital Management July 2011 - Present
Barclays Capital September 2008 - March 2010
Lehman Brothers December 2007 - September 2008
Lehman Brothers July 2003 - September 2007
Lehman Brothers July 2003 - July 2005
Lehman Brothers June 2002 - August 2002
Lehman Brothers June 2001 - August 2001
Education
Princeton University 2010 — 2011
Master in Finance, Mathematical Finance
Harvard University 2002 — 2003
Visiting Undergraduate Student Program
Massachusetts Institute of Technology 1998 — 2003
Bachelor of Science (BS), Mathematics
Massachusetts Institute of Technology 1998 — 2002
Bachelor of Science (BS), Management Science (Operations Research Track)
AQR Capital Management July 2011 - Present
Barclays Capital September 2008 - March 2010
Lehman Brothers December 2007 - September 2008
Lehman Brothers July 2003 - September 2007
Lehman Brothers July 2003 - July 2005
Lehman Brothers June 2002 - August 2002
Lehman Brothers June 2001 - August 2001
Education
Princeton University 2010 — 2011
Master in Finance, Mathematical Finance
Harvard University 2002 — 2003
Visiting Undergraduate Student Program
Massachusetts Institute of Technology 1998 — 2003
Bachelor of Science (BS), Mathematics
Massachusetts Institute of Technology 1998 — 2002
Bachelor of Science (BS), Management Science (Operations Research Track)
Peter Drosos Peter Drosos's Lehman Brothers Experience September 2006 - September 2008
Job Solutions Engineer at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
UBS Wealth Management October 2009 - Present
Barclays Capital September 2008 - September 2009
Lehman Brothers September 2006 - September 2008
Apple Computer April 2006 - September 2006
Environmental and Occupational Health Sciences Institute February 2004 - April 2006
Rutgers University September 2002 - February 2004
Skills
ETL, Business Process Design, EAI, SDLC, Sybase, SOA, TIBCO, Business Analysis, SQL, EII, Unix, Enterprise Architecture, Java, DB2, Business Objects, IBM BPM, ILOG, WebSphere Message Broker, BusinessWorks, TIBCO iProcess, TIBCO Business Studio, TIBCO Rendezvous, Hawk, IBM HTTP Server, WebSphere Application..., HADR, WebSphere MQ, Message Broker, Integration, Websphere, Solaris, Middleware, ITIL, Linux, Informatica, Architecture, Business Intelligence, Security, Servers, Application Architecture, Operating Systems, System Deployment, Infrastructure, Technical Support, Unix Shell Scripting, Market Data, Data Warehousing, Data Integration, Java Enterprise Edition, Data Migration
Education
Rutgers University-New Brunswick 1999 — 2004
B.A., Computer Science
Hawaii Pacific University 1997 — 1999
UBS November 2014 - Present
UBS Wealth Management October 2009 - Present
Barclays Capital September 2008 - September 2009
Lehman Brothers September 2006 - September 2008
Apple Computer April 2006 - September 2006
Environmental and Occupational Health Sciences Institute February 2004 - April 2006
Rutgers University September 2002 - February 2004
Skills
ETL, Business Process Design, EAI, SDLC, Sybase, SOA, TIBCO, Business Analysis, SQL, EII, Unix, Enterprise Architecture, Java, DB2, Business Objects, IBM BPM, ILOG, WebSphere Message Broker, BusinessWorks, TIBCO iProcess, TIBCO Business Studio, TIBCO Rendezvous, Hawk, IBM HTTP Server, WebSphere Application..., HADR, WebSphere MQ, Message Broker, Integration, Websphere, Solaris, Middleware, ITIL, Linux, Informatica, Architecture, Business Intelligence, Security, Servers, Application Architecture, Operating Systems, System Deployment, Infrastructure, Technical Support, Unix Shell Scripting, Market Data, Data Warehousing, Data Integration, Java Enterprise Edition, Data Migration
Education
Rutgers University-New Brunswick 1999 — 2004
B.A., Computer Science
Hawaii Pacific University 1997 — 1999
Brian Choi's Lehman Brothers Experience 2005 - 2007
Job Analyst at SRS Investment Management
Industry Financial Services
Experience
SRS Investment Management October 2008 - Present
Metalmark Capital 2007 - 2008
Lehman Brothers 2005 - 2007
Education
Harvard University 2001 — 2005
AB, Economics
SRS Investment Management October 2008 - Present
Metalmark Capital 2007 - 2008
Lehman Brothers 2005 - 2007
Education
Harvard University 2001 — 2005
AB, Economics
Jonathan D. Williams's Lehman Brothers Experience January 2007 - November 2008
Job Global FX COO at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2014 - Present
PineBridge Investments July 2010 - May 2012
Pia Capital Management LP March 2011 - October 2011
Morgan Stanley June 2009 - April 2010
Lehman Brothers Holdings Inc. March 2009 - June 2009
Lehman Brothers January 2007 - November 2008
Lehman Brothers Commercial Corporation January 1998 - November 2008
Lehman Brothers 2002 - 2007
Lehman Brothers 1998 - 2002
Lehman Brothers 1992 - 1998
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Derivatives, Capital Markets, Alternative Investments, Due Diligence, Commodity, Equities, Investments, Options, Trading, Bonds, FX Options, Structured Products, Risk Management, Investment Banking, Financial Structuring, Financial Risk, Private Equity
Education
Harvard University 1974 — 1978
B.A., Psychology & Social Relations
Kent School, Kent, Ct 1970 — 1974
Bank of America Merrill Lynch February 2014 - Present
PineBridge Investments July 2010 - May 2012
Pia Capital Management LP March 2011 - October 2011
Morgan Stanley June 2009 - April 2010
Lehman Brothers Holdings Inc. March 2009 - June 2009
Lehman Brothers January 2007 - November 2008
Lehman Brothers Commercial Corporation January 1998 - November 2008
Lehman Brothers 2002 - 2007
Lehman Brothers 1998 - 2002
Lehman Brothers 1992 - 1998
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Derivatives, Capital Markets, Alternative Investments, Due Diligence, Commodity, Equities, Investments, Options, Trading, Bonds, FX Options, Structured Products, Risk Management, Investment Banking, Financial Structuring, Financial Risk, Private Equity
Education
Harvard University 1974 — 1978
B.A., Psychology & Social Relations
Kent School, Kent, Ct 1970 — 1974
Jon Hallam Jon Hallam's Lehman Brothers Experience 1996 - 1999
Job Chief Administrative Officer at Scion Asset Management, LLC
Industry Financial Services
Experience
Scion Asset Management, LLC 2013 - Present
Freedom Financial Network / Bills.com 2003 - 2013
National Outdoor Leadership School (NOLS) 2002 - 2003
Bluelight.com 2001 - 2001
iSharp 2000 - 2001
Petstore.com 1999 - 2000
Lehman Brothers 1996 - 1999
IPC Information Systems 1995 - 1996
Education
Stanford University Graduate School of Business 2006 — 2007
MS
Haverford College 1991 — 1995
BA
Tabor Academy 1988 — 1991
Scion Asset Management, LLC 2013 - Present
Freedom Financial Network / Bills.com 2003 - 2013
National Outdoor Leadership School (NOLS) 2002 - 2003
Bluelight.com 2001 - 2001
iSharp 2000 - 2001
Petstore.com 1999 - 2000
Lehman Brothers 1996 - 1999
IPC Information Systems 1995 - 1996
Education
Stanford University Graduate School of Business 2006 — 2007
MS
Haverford College 1991 — 1995
BA
Tabor Academy 1988 — 1991
Odette Rodrigues's Lehman Brothers Experience May 2008 - August 2008
Job Associate at Barclays
Industry Financial Services
Experience
Barclays July 2013 - Present
Barclays Capital March 2011 - Present
Barclays 2009 - 2014
Barclays 2009 - 2014
Barclays 2009 - 2014
Barclays Wealth July 2009 - February 2011
Lehman Brothers May 2008 - August 2008
NJ SEEDS May 2006 - August 2006
Education
Harvard University 2005 — 2009
Newark Academy 2001 — 2005
High School, International Baccalaureate
N/A
Barclays July 2013 - Present
Barclays Capital March 2011 - Present
Barclays 2009 - 2014
Barclays 2009 - 2014
Barclays 2009 - 2014
Barclays Wealth July 2009 - February 2011
Lehman Brothers May 2008 - August 2008
NJ SEEDS May 2006 - August 2006
Education
Harvard University 2005 — 2009
Newark Academy 2001 — 2005
High School, International Baccalaureate
N/A
Richard Joseph Richard Joseph's Lehman Brothers Experience August 1979 - December 1982
Job Head of Bryant University's eLearning Initiative; Education Quality Accreditation Agency Board of Advisors
Industry Education Management
Experience
Bryant University June 2015 - Present
Bryant University March 2014 - Present
Bryant University March 2014 - Present
Hult International Business School August 2006 - September 2013
The University of Texas at Austin August 1993 - July 2006
Kelly, Hart & Hallman (The Bass Group) January 1988 - August 1991
PARIBAS January 1983 - August 1984
Lehman Brothers August 1979 - December 1982
Citibank January 1979 - December 1981
Skills
Academia, Higher Education, Teaching, Leadership Development, Research, Academic Administration, Public Speaking, Curriculum Design, Strategic Planning, Educational Leadership, Change Management, Organizational..., Student Affairs, Instructional Design, Curriculum Development
Education
The University of Texas at Austin 1984 — 1987
J.D., International Business, Trade, and Tax Law
Université Paris-Sorbonne 1976 — 1977
(etudiant libre)
University of Oxford 1974 — 1977
MLitt, Economic History
Harvard University 1970 — 1974
B.A., Social Studies
Princeton University 1970 — 1971
Bryant University June 2015 - Present
Bryant University March 2014 - Present
Bryant University March 2014 - Present
Hult International Business School August 2006 - September 2013
The University of Texas at Austin August 1993 - July 2006
Kelly, Hart & Hallman (The Bass Group) January 1988 - August 1991
PARIBAS January 1983 - August 1984
Lehman Brothers August 1979 - December 1982
Citibank January 1979 - December 1981
Skills
Academia, Higher Education, Teaching, Leadership Development, Research, Academic Administration, Public Speaking, Curriculum Design, Strategic Planning, Educational Leadership, Change Management, Organizational..., Student Affairs, Instructional Design, Curriculum Development
Education
The University of Texas at Austin 1984 — 1987
J.D., International Business, Trade, and Tax Law
Université Paris-Sorbonne 1976 — 1977
(etudiant libre)
University of Oxford 1974 — 1977
MLitt, Economic History
Harvard University 1970 — 1974
B.A., Social Studies
Princeton University 1970 — 1971
Walsh McGuire, CFA Walsh McGuire, CFA's Lehman Brothers Experience July 2003 - March 2006
Job Principal Kalenjin Advisors
Industry Financial Services
Experience
Kalenjin Advisors March 2011 - Present
Worlds Gym Taiwan March 2006 - June 2012
CFA Institute January 1999 - April 2011
Lehman Brothers July 2003 - March 2006
Deutsche Bank January 2001 - January 2003
ING Barings January 1999 - January 2001
Peregrine Securities April 1997 - October 1999
Bloomberg LP July 1995 - March 1997
Skills
PHP, MySQL, Investments, Securities, Trading, Structured Products, Equities, Due Diligence, Start-ups, Linux, Derivatives, Portfolio Management, Quantitative Research, Quantitative Analytics, Quantitative Investing, Trading Systems, Dynamic Asset Allocation, ETFs, Alternative Investments, Financial Analysis, Investment Banking, Bloomberg, Emerging Markets, Hedge Funds, Venture Capital, Asset Management, Private Equity, Equity Research, Mutual Funds, Investment Management, Python, Retirement Plan..., Financial Markets, Capital Markets, Asset Allocation, Risk Management, Strategic Financial..., Asian markets, Retirement Benefits, Stock Market, Financial Accounting, Risk Assessment, Retirement Planning, Strategic Partnerships, Asian Business, Investment Strategies, Risk Analysis, Financial Risk, Strategic Planning, China Business...
Education
Georgetown Prep 1980 — 1984
Haverford College
Bachelor of Arts (B.A.), Philosophy
Kalenjin Advisors March 2011 - Present
Worlds Gym Taiwan March 2006 - June 2012
CFA Institute January 1999 - April 2011
Lehman Brothers July 2003 - March 2006
Deutsche Bank January 2001 - January 2003
ING Barings January 1999 - January 2001
Peregrine Securities April 1997 - October 1999
Bloomberg LP July 1995 - March 1997
Skills
PHP, MySQL, Investments, Securities, Trading, Structured Products, Equities, Due Diligence, Start-ups, Linux, Derivatives, Portfolio Management, Quantitative Research, Quantitative Analytics, Quantitative Investing, Trading Systems, Dynamic Asset Allocation, ETFs, Alternative Investments, Financial Analysis, Investment Banking, Bloomberg, Emerging Markets, Hedge Funds, Venture Capital, Asset Management, Private Equity, Equity Research, Mutual Funds, Investment Management, Python, Retirement Plan..., Financial Markets, Capital Markets, Asset Allocation, Risk Management, Strategic Financial..., Asian markets, Retirement Benefits, Stock Market, Financial Accounting, Risk Assessment, Retirement Planning, Strategic Partnerships, Asian Business, Investment Strategies, Risk Analysis, Financial Risk, Strategic Planning, China Business...
Education
Georgetown Prep 1980 — 1984
Haverford College
Bachelor of Arts (B.A.), Philosophy
Timothy Mauro's Lehman Brothers Experience 1997 - 2000
Job Securities Trading, International Development
Industry Philanthropy
Experience
Self-employed 2003 - Present
Merrill Lynch 2000 - 2003
Lehman Brothers 1997 - 2000
Fidelity Investments 1996 - 1997
Skills
Securities Trading, Software Development, Database Design, International..., Mathematics, Statistics, Community Outreach, Data Analysis, Securities, NGOs, Analysis, Financial Analysis
Education
Harvard University
BS, Mechanical Engineering
Self-employed 2003 - Present
Merrill Lynch 2000 - 2003
Lehman Brothers 1997 - 2000
Fidelity Investments 1996 - 1997
Skills
Securities Trading, Software Development, Database Design, International..., Mathematics, Statistics, Community Outreach, Data Analysis, Securities, NGOs, Analysis, Financial Analysis
Education
Harvard University
BS, Mechanical Engineering
Beth Sabin, CFA Beth Sabin, CFA's Lehman Brothers Experience July 2005 - August 2006
Job Director, Digital Guidance & Guidance Strategy at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade January 2014 - Present
TD Ameritrade January 2013 - December 2013
TD Ameritrade August 2012 - January 2013
TD Ameritrade November 2011 - August 2012
TD Ameritrade August 2010 - November 2011
J.P. Morgan September 2008 - July 2010
JPMorgan February 2008 - September 2008
JPMorgan September 2006 - January 2008
Lehman Brothers July 2005 - August 2006
Skills
Chartered Financial..., Strategy, Quantitative Analytics, Analytics, Financial Analysis, Financial Modeling, Financial Services, Asset Managment, Valuation, Investments, Mutual Funds, Securities, Investment Banking, Hedge Funds, Alternative Investments, Business Strategy, Analysis, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2013
Executive Education, The Advanced Strategy Program
Harvard University 2001 — 2005
A.B., Social Studies
TD Ameritrade February 2015 - Present
TD Ameritrade January 2014 - Present
TD Ameritrade January 2013 - December 2013
TD Ameritrade August 2012 - January 2013
TD Ameritrade November 2011 - August 2012
TD Ameritrade August 2010 - November 2011
J.P. Morgan September 2008 - July 2010
JPMorgan February 2008 - September 2008
JPMorgan September 2006 - January 2008
Lehman Brothers July 2005 - August 2006
Skills
Chartered Financial..., Strategy, Quantitative Analytics, Analytics, Financial Analysis, Financial Modeling, Financial Services, Asset Managment, Valuation, Investments, Mutual Funds, Securities, Investment Banking, Hedge Funds, Alternative Investments, Business Strategy, Analysis, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2013
Executive Education, The Advanced Strategy Program
Harvard University 2001 — 2005
A.B., Social Studies
Mark Page Mark Page's Lehman Brothers Experience July 1998 - June 1999
Job Chief Financial Officer at Macrocure (NASDAQ: MCUR)
Industry Biotechnology
Experience
Macrocure February 2015 - Present
Credit Suisse July 2010 - February 2015
Leerink Swann August 2009 - July 2010
Bank of America Merrill Lynch September 2001 - August 2009
Lehman Brothers July 1998 - June 1999
PAREXEL June 1997 - July 1998
Lehman Brothers August 1994 - May 1997
Skills
Strategy, Investment Banking, Healthcare, Valuation, Financial Modeling, Corporate Development, Restructuring, Mergers & Acquisitions, Due Diligence, Corporate Finance, Medicine, Private Equity, IPO, Financial Analysis, Clinical Research, Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Haverford College 1990 — 1994
BA, Economics
Macrocure February 2015 - Present
Credit Suisse July 2010 - February 2015
Leerink Swann August 2009 - July 2010
Bank of America Merrill Lynch September 2001 - August 2009
Lehman Brothers July 1998 - June 1999
PAREXEL June 1997 - July 1998
Lehman Brothers August 1994 - May 1997
Skills
Strategy, Investment Banking, Healthcare, Valuation, Financial Modeling, Corporate Development, Restructuring, Mergers & Acquisitions, Due Diligence, Corporate Finance, Medicine, Private Equity, IPO, Financial Analysis, Clinical Research, Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Haverford College 1990 — 1994
BA, Economics
Grant Thompson's Lehman Brothers Experience 1997 - 1997
Job Feature Film and TV Screenwriter
Industry Entertainment
Experience
Entertainment Industry 1999 - Present
IGN Entertainment 2011 - 2013
Monitor Group 1998 - 2005
ESPN 2004 - 2004
Lehman Brothers 1997 - 1997
Skills
New Media, Television, Digital Media, Film Production, Film, Entertainment, Creative Direction, Producing, Storytelling, Feature Films, Commercials, Video, Editing, Advertising
Education
Harvard University 1994 — 1998
AB, History
Entertainment Industry 1999 - Present
IGN Entertainment 2011 - 2013
Monitor Group 1998 - 2005
ESPN 2004 - 2004
Lehman Brothers 1997 - 1997
Skills
New Media, Television, Digital Media, Film Production, Film, Entertainment, Creative Direction, Producing, Storytelling, Feature Films, Commercials, Video, Editing, Advertising
Education
Harvard University 1994 — 1998
AB, History
Madiha Sattar's Lehman Brothers Experience November 2006 - July 2008
Job Executive Director, Corporate Strategy at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2013 - Present
The Dawn Media Group January 2011 - March 2013
Dawn Media Group September 2008 - June 2011
Lehman Brothers November 2006 - July 2008
McKinsey & Company July 2004 - May 2006
Goldman Sachs June 2003 - August 2003
Goldman Sachs June 2002 - August 2002
Education
Harvard University 2000 — 2004
Bachelor of Arts, History & Literature
Karachi Grammar School 1989 — 2000
JPMorgan Chase & Co. April 2013 - Present
The Dawn Media Group January 2011 - March 2013
Dawn Media Group September 2008 - June 2011
Lehman Brothers November 2006 - July 2008
McKinsey & Company July 2004 - May 2006
Goldman Sachs June 2003 - August 2003
Goldman Sachs June 2002 - August 2002
Education
Harvard University 2000 — 2004
Bachelor of Arts, History & Literature
Karachi Grammar School 1989 — 2000
Thomas Kim Thomas Kim's Lehman Brothers Experience June 2003 - July 2005
Job Principal at Bain & Company Tech and Healthcare
Industry Management Consulting
Experience
Bain & Company 2008 - Present
Harvard Kennedy School of Government January 2011 - May 2011
New England Aquarium June 2010 - August 2010
University of California, Office of the President June 2009 - August 2009
Bain & Company August 2005 - August 2008
Lehman Brothers June 2003 - July 2005
Education
Harvard University Kennedy School of Government
Masters in Public Administration, Healthcare policy
Massachusetts Institute of Technology - Sloan School of Management
Masters in Business Administration
University of California, Berkeley
BA, Political Economies of Industrial Societies
Bain & Company 2008 - Present
Harvard Kennedy School of Government January 2011 - May 2011
New England Aquarium June 2010 - August 2010
University of California, Office of the President June 2009 - August 2009
Bain & Company August 2005 - August 2008
Lehman Brothers June 2003 - July 2005
Education
Harvard University Kennedy School of Government
Masters in Public Administration, Healthcare policy
Massachusetts Institute of Technology - Sloan School of Management
Masters in Business Administration
University of California, Berkeley
BA, Political Economies of Industrial Societies
Russ Brownback Russ Brownback's Lehman Brothers Experience August 1992 - May 2008
Job President and CIO at Reckoning Management
Industry Investment Management
Experience
Reckoning Management March 2012 - Present
BlackRock May 2009 - March 2012
Syracuse University January 2010 - December 2010
R3 Capital Partners May 2008 - May 2009
Lehman Brothers August 1992 - May 2008
Skills
Investments, Equities, Private Equity, Asset Management, Hedge Funds, Portfolio Management, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Venture Capital, Investment Banking, Capital Markets, Corporate Finance, Investment Strategies, Bloomberg, Due Diligence, Financial Analysis, Investment Management
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1984 — 1987
Bachelor's degree, Economics
Reckoning Management March 2012 - Present
BlackRock May 2009 - March 2012
Syracuse University January 2010 - December 2010
R3 Capital Partners May 2008 - May 2009
Lehman Brothers August 1992 - May 2008
Skills
Investments, Equities, Private Equity, Asset Management, Hedge Funds, Portfolio Management, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Venture Capital, Investment Banking, Capital Markets, Corporate Finance, Investment Strategies, Bloomberg, Due Diligence, Financial Analysis, Investment Management
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1984 — 1987
Bachelor's degree, Economics
Catherine Lee Catherine Lee's Lehman Brothers Experience May 2008 - August 2008
Job Associate at Silver Lake Kraftwerk
Industry Venture Capital & Private Equity
Experience
Silver Lake Kraftwerk May 2013 - Present
Monitor Group (now Deloitte Consulting) September 2010 - May 2013
Goldman Sachs May 2009 - July 2009
Lehman Brothers May 2008 - August 2008
Manulife Financial May 2007 - July 2007
Skills
Financial Modeling, Business Strategy, Financial Analysis, Investment Banking, Management Consulting, M&A experience, Competitive Analysis, Portfolio Management, Strategic Planning, Corporate Finance, Start-ups, Due Diligence, Training, Consulting, Economics, Finance, Business Development
Education
Queen's University 2006 — 2010
BComm (Honours), Business Management, Top 5% of class
University of California, Berkeley 2010 — 2010
Summer Institute in Sustainable City Planning, Urban Design
HEC Paris 2009 — 2009
Exchange, Business Management
Churchill Secondary 2004 — 2006
International Baccalaureate Diploma
Silver Lake Kraftwerk May 2013 - Present
Monitor Group (now Deloitte Consulting) September 2010 - May 2013
Goldman Sachs May 2009 - July 2009
Lehman Brothers May 2008 - August 2008
Manulife Financial May 2007 - July 2007
Skills
Financial Modeling, Business Strategy, Financial Analysis, Investment Banking, Management Consulting, M&A experience, Competitive Analysis, Portfolio Management, Strategic Planning, Corporate Finance, Start-ups, Due Diligence, Training, Consulting, Economics, Finance, Business Development
Education
Queen's University 2006 — 2010
BComm (Honours), Business Management, Top 5% of class
University of California, Berkeley 2010 — 2010
Summer Institute in Sustainable City Planning, Urban Design
HEC Paris 2009 — 2009
Exchange, Business Management
Churchill Secondary 2004 — 2006
International Baccalaureate Diploma
Nicole Rivera's Lehman Brothers Experience July 2008 - August 2008
Job Consultant at Bain & Company
Industry Retail
Experience
Bain & Company January 2015 - Present
TATCHA September 2014 - December 2014
CHANEL May 2013 - August 2013
Bain & Company January 2010 - July 2012
Birchbox November 2011 - May 2012
Lehman Brothers July 2008 - August 2008
Skills
Growth Strategies, Product Marketing, Marketing Analytics, E-commerce, Retail, Business Development, Business Strategy, Competitive Analysis, Market Research, Consumer Insight, Financial Analysis
Education
Harvard University 2005 — 2009
A.B., Economics; Language Citation in French
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Marketing & Operations
Institut d'Etudes politiques de Paris / Sciences Po Paris 2008 — 2008
Bain & Company January 2015 - Present
TATCHA September 2014 - December 2014
CHANEL May 2013 - August 2013
Bain & Company January 2010 - July 2012
Birchbox November 2011 - May 2012
Lehman Brothers July 2008 - August 2008
Skills
Growth Strategies, Product Marketing, Marketing Analytics, E-commerce, Retail, Business Development, Business Strategy, Competitive Analysis, Market Research, Consumer Insight, Financial Analysis
Education
Harvard University 2005 — 2009
A.B., Economics; Language Citation in French
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Marketing & Operations
Institut d'Etudes politiques de Paris / Sciences Po Paris 2008 — 2008
Harmesh Bhambra Harmesh Bhambra's Lehman Brothers Experience April 2008 - April 2008
Job Senior Product Manager Intern, Kindle Education, Amazon
Industry Information Technology and Services
Experience
Amazon June 2015 - Present
Deloitte August 2010 - July 2014
Office of Fair Trading June 2009 - September 2009
Lehman Brothers April 2008 - April 2008
Skills
Management Consulting, Strategy, Business Strategy, Economics, Financial Modeling, Strategic Planning, Business Transformation, Mergers & Acquisitions, Capital Markets, Telecommunications, Mergers, Due Diligence, Strategic Consulting, Investment Banking, Business Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship, Economics, Strategic Management, Marketing
University College London, U. of London 2007 — 2010
BSc (First Class Honours), Economics
Harvard University 2008 — 2008
Financial Economics
BPP 2010 — 2011
CIMA Certificate in Business Accounting
Peter Symonds College 2005 — 2007
Maths (A), Economics (A), Government and Politics (A), Chemistry (A; AS-level)
Amazon June 2015 - Present
Deloitte August 2010 - July 2014
Office of Fair Trading June 2009 - September 2009
Lehman Brothers April 2008 - April 2008
Skills
Management Consulting, Strategy, Business Strategy, Economics, Financial Modeling, Strategic Planning, Business Transformation, Mergers & Acquisitions, Capital Markets, Telecommunications, Mergers, Due Diligence, Strategic Consulting, Investment Banking, Business Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship, Economics, Strategic Management, Marketing
University College London, U. of London 2007 — 2010
BSc (First Class Honours), Economics
Harvard University 2008 — 2008
Financial Economics
BPP 2010 — 2011
CIMA Certificate in Business Accounting
Peter Symonds College 2005 — 2007
Maths (A), Economics (A), Government and Politics (A), Chemistry (A; AS-level)
Richard Stoyeck Richard Stoyeck's Lehman Brothers Experience 1978 - 1981
Job Managing Partner at Rockefeller Capital Partners
Industry Investment Management
Experience
Stocks at Bottom 1995 - Present
Rockefeller Capital Partners 1995 - Present
Bear Stearns 1981 - 1985
Lehman Brothers 1978 - 1981
Education
Harvard University
C.S.S., Management & Finance
New York University
Professional Certification, Investment Banking
Pace University - Lubin School of Business
B.A., Public Accounting
Stocks at Bottom 1995 - Present
Rockefeller Capital Partners 1995 - Present
Bear Stearns 1981 - 1985
Lehman Brothers 1978 - 1981
Education
Harvard University
C.S.S., Management & Finance
New York University
Professional Certification, Investment Banking
Pace University - Lubin School of Business
B.A., Public Accounting
Steen Strand's Lehman Brothers Experience 1989 - 1991
Job Chief Operating Officer at ICON Aircraft
Industry Design
Experience
ICON Aircraft 2006 - Present
Freebord Manufacturing 1997 - Present
Stanford University 2005 - 2005
Secara 2003 - 2004
Freebord Manufacturing 1997 - 2003
Yale University 2000 - 2002
IDEO 1995 - 1995
Fletcher Asset Management 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Marketing, Marketing Strategy, Marketing Communications, Branding & Identity, Creative Direction, Entrepreneurship, Design Thinking, Start-ups, Product Innovation, Product Design, Rapid Prototyping, Design Strategy, Product Development, User Experience, Concept Development, Industrial Design, User-centered Design, Product Management, Business Development, Brand Development, Experience Design, Strategic Partnerships, User Experience Design, Ethnography, Manufacturing, Project Management, Solidworks, Design Management
Education
Stanford University 1993 — 1996
MS Mechanical Engineering, Product Design
Harvard University 1984 — 1988
BA magna cum laude, Economics
John F. Kennedy HS 1980 — 1984
ICON Aircraft 2006 - Present
Freebord Manufacturing 1997 - Present
Stanford University 2005 - 2005
Secara 2003 - 2004
Freebord Manufacturing 1997 - 2003
Yale University 2000 - 2002
IDEO 1995 - 1995
Fletcher Asset Management 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Marketing, Marketing Strategy, Marketing Communications, Branding & Identity, Creative Direction, Entrepreneurship, Design Thinking, Start-ups, Product Innovation, Product Design, Rapid Prototyping, Design Strategy, Product Development, User Experience, Concept Development, Industrial Design, User-centered Design, Product Management, Business Development, Brand Development, Experience Design, Strategic Partnerships, User Experience Design, Ethnography, Manufacturing, Project Management, Solidworks, Design Management
Education
Stanford University 1993 — 1996
MS Mechanical Engineering, Product Design
Harvard University 1984 — 1988
BA magna cum laude, Economics
John F. Kennedy HS 1980 — 1984
Jeffrey Ferrell's Lehman Brothers Experience May 2001 - November 2008
Job Managing Partner at Athyrium Capital
Industry Financial Services
Experience
Athyrium Capital Management, LP November 2008 - Present
Lehman Brothers May 2001 - November 2008
SV Life Sciences June 1997 - February 2001
Skills
Private Equity, Equities, Investments, Venture Capital, Structured Finance, Alternative Investments, Hedge Funds, Valuation, Strategy, Mergers & Acquisitions, Entrepreneurship, Investment Banking, Start-ups, Capital Markets, Corporate Development, Due Diligence, Investor Relations, Equity Research, IPO, Emerging Markets, Private Placements, Financial Modeling, M&A experience, Leveraged Finance, Financial Structuring, Equity Capital Markets, Capital Raising, Growth Capital, Capital, Equity Valuation, Investment Management
Education
Harvard University 1993 — 1997
A.B., Biochemistry
Athyrium Capital Management, LP November 2008 - Present
Lehman Brothers May 2001 - November 2008
SV Life Sciences June 1997 - February 2001
Skills
Private Equity, Equities, Investments, Venture Capital, Structured Finance, Alternative Investments, Hedge Funds, Valuation, Strategy, Mergers & Acquisitions, Entrepreneurship, Investment Banking, Start-ups, Capital Markets, Corporate Development, Due Diligence, Investor Relations, Equity Research, IPO, Emerging Markets, Private Placements, Financial Modeling, M&A experience, Leveraged Finance, Financial Structuring, Equity Capital Markets, Capital Raising, Growth Capital, Capital, Equity Valuation, Investment Management
Education
Harvard University 1993 — 1997
A.B., Biochemistry
Hugh Wynne's Lehman Brothers Experience 1984 - 1995
Job Managing Director at Bernstein Research
Industry Investment Management
Experience
Sanford C. Bernstein 2001 - Present
ABB Energy Ventures 1995 - 2001
Lehman Brothers 1984 - 1995
Skills
Equity Research, Capital Markets, Emerging Markets, Hedge Funds, Alternative Investments, Equities, Financial Modeling, Asset Managment, Investments, Asset Management, Portfolio Management, Due Diligence, Valuation, Bloomberg, Business Strategy, Investment Banking, Energy Policy, Trading, Renewable Energy, Energy, Private Equity, Corporate Finance, Finance, Financial Analysis
Education
Stanford University 1980 — 1981
M.A., Economics
Stanford University 1979 — 1980
M.A., Latin American Studies
Harvard University 1975 — 1979
BA, Magna Cum Laude and Phi Beta Kappa
Sanford C. Bernstein 2001 - Present
ABB Energy Ventures 1995 - 2001
Lehman Brothers 1984 - 1995
Skills
Equity Research, Capital Markets, Emerging Markets, Hedge Funds, Alternative Investments, Equities, Financial Modeling, Asset Managment, Investments, Asset Management, Portfolio Management, Due Diligence, Valuation, Bloomberg, Business Strategy, Investment Banking, Energy Policy, Trading, Renewable Energy, Energy, Private Equity, Corporate Finance, Finance, Financial Analysis
Education
Stanford University 1980 — 1981
M.A., Economics
Stanford University 1979 — 1980
M.A., Latin American Studies
Harvard University 1975 — 1979
BA, Magna Cum Laude and Phi Beta Kappa
Lee Dickinson Lee Dickinson's Lehman Brothers Experience August 2008 - September 2008
Job Vice President at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee March 2014 - June 2015
Sterne Agee August 2012 - March 2014
Barclays Capital June 2010 - August 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers August 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Fixed Income, Derivatives, Hedge Funds, Financial Modeling, Bloomberg Terminal, Capital Markets, Credit Derivatives, Investment Banking, Collateral Management, Securities, Financial Analysis, Valuation, Risk Management, Product Control, Trading, Portfolio Management, Investments, Bonds, Options, Institutional Sales, Preferred Stock, Hybrids, Credit Sales, Interest Rate..., Alternative Investments, Structured Products, Finance, Bloomberg, Series 63, CDS, Credit, Financial Markets, Equities, Banking, Series 7, Corporate Finance, Back Office, Equity Research, Loans, Electronic Trading, Financial Services, Swaps, Asset Management, Equity Derivatives, Asset Allocation, Mutual Funds, Trading Systems, Prime Brokerage, FINRA, Financial Risk
Education
Hobart and William Smith Colleges 2004 — 2008
B.A., Political Science
Northwestern University 2006 — 2006
None, Finance - School of Continuing Studies
Stifel Financial Corp. June 2015 - Present
Sterne Agee March 2014 - June 2015
Sterne Agee August 2012 - March 2014
Barclays Capital June 2010 - August 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers August 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Fixed Income, Derivatives, Hedge Funds, Financial Modeling, Bloomberg Terminal, Capital Markets, Credit Derivatives, Investment Banking, Collateral Management, Securities, Financial Analysis, Valuation, Risk Management, Product Control, Trading, Portfolio Management, Investments, Bonds, Options, Institutional Sales, Preferred Stock, Hybrids, Credit Sales, Interest Rate..., Alternative Investments, Structured Products, Finance, Bloomberg, Series 63, CDS, Credit, Financial Markets, Equities, Banking, Series 7, Corporate Finance, Back Office, Equity Research, Loans, Electronic Trading, Financial Services, Swaps, Asset Management, Equity Derivatives, Asset Allocation, Mutual Funds, Trading Systems, Prime Brokerage, FINRA, Financial Risk
Education
Hobart and William Smith Colleges 2004 — 2008
B.A., Political Science
Northwestern University 2006 — 2006
None, Finance - School of Continuing Studies
Cherry Miao's Lehman Brothers Experience May 2007 - July 2007
Job Director of Corporate Development and Special Projects at Lightspeed POS
Industry Computer Software
Experience
Lightspeed POS July 2013 - Present
Lindsay Goldberg July 2011 - July 2013
Audax Group July 2008 - April 2011
Lehman Brothers May 2007 - July 2007
Skills
LBO, Investments, Analysis, Private Equity, Valuation, Financial Modeling, Mergers, Due Diligence, Financial Analysis, Entrepreneurship, Business Strategy, Management Consulting, Emerging Markets, Mergers & Acquisitions, Finance, Leveraged Finance, Competitive Analysis, Corporate Development, Acquisitions
Education
Harvard University 2004 — 2008
A.B., Social Studies
Lightspeed POS July 2013 - Present
Lindsay Goldberg July 2011 - July 2013
Audax Group July 2008 - April 2011
Lehman Brothers May 2007 - July 2007
Skills
LBO, Investments, Analysis, Private Equity, Valuation, Financial Modeling, Mergers, Due Diligence, Financial Analysis, Entrepreneurship, Business Strategy, Management Consulting, Emerging Markets, Mergers & Acquisitions, Finance, Leveraged Finance, Competitive Analysis, Corporate Development, Acquisitions
Education
Harvard University 2004 — 2008
A.B., Social Studies
Barney Rush's Lehman Brothers Experience August 1981 - July 1985
Job Director, Member of the Board at ISO New England
Industry Oil & Energy
Experience
VitAg Corp. August 2014 - Present
ISO New England October 2013 - Present
Denham Capital Management October 2010 - December 2013
Potomac Asset Management January 2010 - July 2010
H2Gen Innovations, Inc. July 2003 - November 2009
Mirant September 1999 - June 2002
Mirant May 1996 - August 1999
Oxbow Power Corp, May 1990 - April 1996
Lehman Brothers Holdings Inc. July 1985 - April 1990
Lehman Brothers August 1981 - July 1985
Skills
Strategy, Mergers, Energy, Business Development, Corporate Finance, Start-ups, Mergers & Acquisitions, Renewable Energy, Finance, Risk Management, Private Equity
Education
Woodrow Wilson School, Princeton University 1977 — 1979
Masters of Public Affairs, Economics
Harvard University 1970 — 1974
Bachelor of Arts (BA), Social Studies, Magma Cum Laude, Phi Beta Kappa
VitAg Corp. August 2014 - Present
ISO New England October 2013 - Present
Denham Capital Management October 2010 - December 2013
Potomac Asset Management January 2010 - July 2010
H2Gen Innovations, Inc. July 2003 - November 2009
Mirant September 1999 - June 2002
Mirant May 1996 - August 1999
Oxbow Power Corp, May 1990 - April 1996
Lehman Brothers Holdings Inc. July 1985 - April 1990
Lehman Brothers August 1981 - July 1985
Skills
Strategy, Mergers, Energy, Business Development, Corporate Finance, Start-ups, Mergers & Acquisitions, Renewable Energy, Finance, Risk Management, Private Equity
Education
Woodrow Wilson School, Princeton University 1977 — 1979
Masters of Public Affairs, Economics
Harvard University 1970 — 1974
Bachelor of Arts (BA), Social Studies, Magma Cum Laude, Phi Beta Kappa
Rachel DaSilva Rachel DaSilva's Lehman Brothers Experience May 2006 - March 2008
Job Vice President, Citi
Industry Information Technology and Services
Experience
Citi May 2014 - Present
NextEra Energy Resources November 2012 - March 2014
Florida Power & Light February 2011 - November 2012
Bluegreen Corporation March 2008 - February 2011
Lehman Brothers May 2006 - March 2008
Lehman Brothers June 2004 - May 2006
CIBC World Markets September 2003 - April 2004
Skills
Software Asset..., Software Procurement, Software License..., Vendor Management, Contract Management, Process Improvement, Strategic Sourcing, SharePoint, IT Procurement, Legal Aspects, Access, Project Management, Procurement, Business Analysis, Leadership, Budgets, Business Process..., IT Compliance, Business Process, Analysis, SDLC, Management, Program Management, Risk Management
Education
Hofstra University School of Law 1994 — 1997
J.D.
Harvard University 1989 — 1993
B.A., cum Laude
Citi May 2014 - Present
NextEra Energy Resources November 2012 - March 2014
Florida Power & Light February 2011 - November 2012
Bluegreen Corporation March 2008 - February 2011
Lehman Brothers May 2006 - March 2008
Lehman Brothers June 2004 - May 2006
CIBC World Markets September 2003 - April 2004
Skills
Software Asset..., Software Procurement, Software License..., Vendor Management, Contract Management, Process Improvement, Strategic Sourcing, SharePoint, IT Procurement, Legal Aspects, Access, Project Management, Procurement, Business Analysis, Leadership, Budgets, Business Process..., IT Compliance, Business Process, Analysis, SDLC, Management, Program Management, Risk Management
Education
Hofstra University School of Law 1994 — 1997
J.D.
Harvard University 1989 — 1993
B.A., cum Laude
Susan Hardin's Lehman Brothers Experience July 2000 - March 2008
Job Vice President of Finance & Asset Management at Scout Hotels
Industry Real Estate
Experience
Scout Hotels April 2008 - Present
Lehman Brothers July 2000 - March 2008
Skills
Financial Modeling, Asset Management, Valuation, Due Diligence, Real Estate Economics, Investments, Real Estate Financing, Finance, Capital Markets, Real Estate, Budgets, Asset Managment, Private Equity, Financial Structuring, Financial Analysis, Real Estate Development, Disposition, Commercial Real Estate, Forecasting, CMBS, Hotels
Education
Harvard University 1996 — 2000
Bachelor's degree, History of Art and Architecture
Scout Hotels April 2008 - Present
Lehman Brothers July 2000 - March 2008
Skills
Financial Modeling, Asset Management, Valuation, Due Diligence, Real Estate Economics, Investments, Real Estate Financing, Finance, Capital Markets, Real Estate, Budgets, Asset Managment, Private Equity, Financial Structuring, Financial Analysis, Real Estate Development, Disposition, Commercial Real Estate, Forecasting, CMBS, Hotels
Education
Harvard University 1996 — 2000
Bachelor's degree, History of Art and Architecture
Eric Schultz's Lehman Brothers Experience May 2008 - July 2008
Job Partner / Founder at Relic Pictures LLC
Industry Investment Banking
Experience
Relic Pictures LLC July 2013 - Present
Barclays Capital July 2009 - March 2014
Lehman Brothers May 2008 - July 2008
Fidelity Capital Markets June 2007 - August 2007
Skills
Series 7, Series 63, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Equities, LBO, Chartered Financial..., Securities, Equity Valuation, Private Equity, Corporate Finance, Derivatives, Investments, Due Diligence, Bonds, Electronic Trading, Finance, Alternative Investments, Risk Management, Fixed Income, Trading, Financial Modeling, Valuation, Financial Analysis, Options, Equity Research, Trading Systems
Education
Harvard College 2005 — 2009
B.A., Primary: Psychology, Secondary: Economics, cum laude
Relic Pictures LLC July 2013 - Present
Barclays Capital July 2009 - March 2014
Lehman Brothers May 2008 - July 2008
Fidelity Capital Markets June 2007 - August 2007
Skills
Series 7, Series 63, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Equities, LBO, Chartered Financial..., Securities, Equity Valuation, Private Equity, Corporate Finance, Derivatives, Investments, Due Diligence, Bonds, Electronic Trading, Finance, Alternative Investments, Risk Management, Fixed Income, Trading, Financial Modeling, Valuation, Financial Analysis, Options, Equity Research, Trading Systems
Education
Harvard College 2005 — 2009
B.A., Primary: Psychology, Secondary: Economics, cum laude
Eric Phelan's Lehman Brothers Experience 2007 - 2008
Job CoHacker at Gathered Events
Industry Computer Software
Experience
Gathered Events March 2014 - July 2014
Springshot Inc. March 2012 - April 2014
Kunst & Seele July 2010 - December 2011
Harvard University July 2008 - July 2010
Lehman Brothers 2007 - 2008
Banc of America Securities 2006 - 2006
Skills
Entrepreneurship, Qualitative Research, Data Analysis, Lifesciences, Stata, Research, Financial Modeling, Venture Capital, Fundraising, Economics, Analysis, Valuation, Business Strategy, Investment Banking, Capital Markets, Project Management, Software Development, PHP, User Interface Design, JavaScript, MySQL, Web Applications, Analytics, Start-ups, Management Consulting, Corporate Development
Education
Harvard University 2003 — 2007
Bachelor of Arts (BA), Economics
Andover
Gathered Events March 2014 - July 2014
Springshot Inc. March 2012 - April 2014
Kunst & Seele July 2010 - December 2011
Harvard University July 2008 - July 2010
Lehman Brothers 2007 - 2008
Banc of America Securities 2006 - 2006
Skills
Entrepreneurship, Qualitative Research, Data Analysis, Lifesciences, Stata, Research, Financial Modeling, Venture Capital, Fundraising, Economics, Analysis, Valuation, Business Strategy, Investment Banking, Capital Markets, Project Management, Software Development, PHP, User Interface Design, JavaScript, MySQL, Web Applications, Analytics, Start-ups, Management Consulting, Corporate Development
Education
Harvard University 2003 — 2007
Bachelor of Arts (BA), Economics
Andover
Mark Mangino Mark Mangino's Lehman Brothers Experience August 1996 - August 1999
Job Regional Managing Director at RGP CT, MA & Toronto
Industry Management Consulting
Experience
Resources Global Professionals March 2014 - Present
Resources Global Professionals March 2014 - March 2014
SAC Capital 2005 - 2006
JPMorgan 2003 - 2005
Merrill Lynch 1999 - 2003
Lehman Brothers August 1996 - August 1999
New York City Cyclones 1995 - 1998
Morgan Stanley 1993 - 1996
Skills
Private Equity, Hedge Funds, Professional Services, Alternative Investments, Investments, Asset Management, Customer Service, Consultative Selling, Account Management, Capital Markets, Sales Management, New Business Development, Mutual Funds, Customer Satisfaction, Solution Selling, Debt, Problem Solving, PowerPoint, Team Building, Market Planning, Fixed Income, Asset Managment, Financial Services, Internal Audit, Forecasting, Leadership, Management Consulting, Financial Analysis, Risk Management, Selling, Financial Modeling, Due Diligence, Executive Management, Strategy, Management, Sales, Finance
Education
Hobart and William Smith Colleges 1989 — 1993
BA, Economics
The Trinity-Pawling School 1987 — 1989
St. Mary's 1984 — 1988
Resources Global Professionals March 2014 - Present
Resources Global Professionals March 2014 - March 2014
SAC Capital 2005 - 2006
JPMorgan 2003 - 2005
Merrill Lynch 1999 - 2003
Lehman Brothers August 1996 - August 1999
New York City Cyclones 1995 - 1998
Morgan Stanley 1993 - 1996
Skills
Private Equity, Hedge Funds, Professional Services, Alternative Investments, Investments, Asset Management, Customer Service, Consultative Selling, Account Management, Capital Markets, Sales Management, New Business Development, Mutual Funds, Customer Satisfaction, Solution Selling, Debt, Problem Solving, PowerPoint, Team Building, Market Planning, Fixed Income, Asset Managment, Financial Services, Internal Audit, Forecasting, Leadership, Management Consulting, Financial Analysis, Risk Management, Selling, Financial Modeling, Due Diligence, Executive Management, Strategy, Management, Sales, Finance
Education
Hobart and William Smith Colleges 1989 — 1993
BA, Economics
The Trinity-Pawling School 1987 — 1989
St. Mary's 1984 — 1988
Jaksha Tomic Jaksha Tomic's Lehman Brothers Experience 1997 - 1999
Job Partner at Dilworth & Barrese, LLP
Industry Law Practice
Experience
Dilworth & Barrese, LLP 1999 - Present
Cantor Colburn LLP 2004 - 2004
Lehman Brothers 1997 - 1999
Skills
Patents, Chemistry, Patent Prosecution, Catalysis, Coatings, Materials, Prosecution, Adhesives, Plastics, Technology Transfer, Commercialization, Polymers, Patent Litigation, Client Counseling, Intellectual Property, Trade Secrets, Licensing, Patentability, Product Development
Education
Hofstra University 1999 — 2003
B.S., Chemistry
St. Johns University School of Law 1996 — 1999
JD, Law
Hobart and William Smith Colleges 1992 — 1996
BA, Economics
Paul D. Schreiber High School 1988 — 1992
Dilworth & Barrese, LLP 1999 - Present
Cantor Colburn LLP 2004 - 2004
Lehman Brothers 1997 - 1999
Skills
Patents, Chemistry, Patent Prosecution, Catalysis, Coatings, Materials, Prosecution, Adhesives, Plastics, Technology Transfer, Commercialization, Polymers, Patent Litigation, Client Counseling, Intellectual Property, Trade Secrets, Licensing, Patentability, Product Development
Education
Hofstra University 1999 — 2003
B.S., Chemistry
St. Johns University School of Law 1996 — 1999
JD, Law
Hobart and William Smith Colleges 1992 — 1996
BA, Economics
Paul D. Schreiber High School 1988 — 1992
Barrett DiPaolo's Lehman Brothers Experience March 2000 - May 2008
Job Partner at CKR Law LLP
Industry Legal Services
Experience
CKR Law LLP July 2014 - Present
Boutique securities law firm May 2008 - June 2014
Lehman Brothers March 2000 - May 2008
Siemens AG March 1994 - March 2000
Dewey Ballantine LLP October 1989 - March 1994
Skills
Mergers & Acquisitions, Corporate Governance, Investments, Private Equity, Securities, Equities, Joint Ventures, Capital Markets, Structured Finance, Venture Capital, Finance, Due Diligence, Financial Services, Management
Education
Tulane University Law School 1986 — 1989
JD, Law
Harvard University 1982 — 1986
AB, Classical Languages
Jesuit High School (New Orleans) 1977 — 1982
St. Andrew's Elementary (New Orleans)
CKR Law LLP July 2014 - Present
Boutique securities law firm May 2008 - June 2014
Lehman Brothers March 2000 - May 2008
Siemens AG March 1994 - March 2000
Dewey Ballantine LLP October 1989 - March 1994
Skills
Mergers & Acquisitions, Corporate Governance, Investments, Private Equity, Securities, Equities, Joint Ventures, Capital Markets, Structured Finance, Venture Capital, Finance, Due Diligence, Financial Services, Management
Education
Tulane University Law School 1986 — 1989
JD, Law
Harvard University 1982 — 1986
AB, Classical Languages
Jesuit High School (New Orleans) 1977 — 1982
St. Andrew's Elementary (New Orleans)
Tyvek Lov's Lehman Brothers Experience January 1998 - Present
Job Economic Plunderer at Lehman Brothers
Industry Capital Markets
Experience
Lehman Brothers January 1998 - Present
Skills
Fraud, usury, Cooking Books, Capital Markets, Investment Banking, Derivatives, Equities, Fixed Income, Hedge Funds, Securities, Risk Management, Valuation, Financial Modeling, Trading, Bloomberg
Education
Harvard University 1998 — 2007
Economic Plundering, janitorial services
Lehman Brothers January 1998 - Present
Skills
Fraud, usury, Cooking Books, Capital Markets, Investment Banking, Derivatives, Equities, Fixed Income, Hedge Funds, Securities, Risk Management, Valuation, Financial Modeling, Trading, Bloomberg
Education
Harvard University 1998 — 2007
Economic Plundering, janitorial services
Jack Huber Jack Huber's Lehman Brothers Experience 1986 - 2000
Job Global sales management, product management and new business development
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
Citi April 2010 - April 2014
Pershing, a BNY Mellon company April 2007 - March 2010
Fidelity Investments March 2005 - March 2007
ASTEC Consulting 2003 - 2005
IBLX May 2001 - February 2003
Deutsche Bank January 2000 - May 2001
Lehman Brothers 1986 - 2000
Salomon Brothers December 1978 - May 1986
Skills
Capital Markets, Equities, Securities, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Investment Banking, Fixed Income, Portfolio Management, Series 63, Series 7, Bloomberg
Education
Hobart and William Smith Colleges 1974 — 1978
Bachelor of Arts (B.A.), Economics
Deutsche Bank October 2014 - Present
Citi April 2010 - April 2014
Pershing, a BNY Mellon company April 2007 - March 2010
Fidelity Investments March 2005 - March 2007
ASTEC Consulting 2003 - 2005
IBLX May 2001 - February 2003
Deutsche Bank January 2000 - May 2001
Lehman Brothers 1986 - 2000
Salomon Brothers December 1978 - May 1986
Skills
Capital Markets, Equities, Securities, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Investment Banking, Fixed Income, Portfolio Management, Series 63, Series 7, Bloomberg
Education
Hobart and William Smith Colleges 1974 — 1978
Bachelor of Arts (B.A.), Economics
Kevin A. Pemberton Kevin A. Pemberton's Lehman Brothers Experience 2006 - 2008
Job Senior Vice President, Business and Strategy Leadership Equity Subadvised Funds
Industry Investment Management
Experience
Neuberger Berman, LLC October 2008 - Present
Lehman Brothers 2006 - 2008
Clearbridge Advisers, a Legg Mason Company April 2005 - February 2006
Citigroup Asset Management May 2003 - April 2005
Putnam Investments LLC April 1998 - May 2003
Skills
Management, Acquisition Integration, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Entrepreneurship, Equities, Hedge Funds, Investments, Leadership, Mutual Funds, Portfolio Management, Bloomberg, Derivatives, Start-ups, Strategic Planning, Strategy, Wealth Management, Series 7, Securities, Mergers, Financial Modeling, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Operations Management, Business Strategy and Finance
Harvard University
AB, cum laude, Social Science --Economics
Neuberger Berman, LLC October 2008 - Present
Lehman Brothers 2006 - 2008
Clearbridge Advisers, a Legg Mason Company April 2005 - February 2006
Citigroup Asset Management May 2003 - April 2005
Putnam Investments LLC April 1998 - May 2003
Skills
Management, Acquisition Integration, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Due Diligence, Entrepreneurship, Equities, Hedge Funds, Investments, Leadership, Mutual Funds, Portfolio Management, Bloomberg, Derivatives, Start-ups, Strategic Planning, Strategy, Wealth Management, Series 7, Securities, Mergers, Financial Modeling, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Operations Management, Business Strategy and Finance
Harvard University
AB, cum laude, Social Science --Economics
Mary Elizabeth Humphreys Mary Elizabeth Humphreys's Lehman Brothers Experience June 2007 - August 2007
Job HR Business M&A Analyst at Halliburton
Industry Human Resources
Experience
Halliburton January 2014 - Present
Deloitte January 2011 - November 2013
Deloitte November 2009 - January 2011
Deloitte June 2008 - August 2008
Green Square Capital, LLC December 2007 - January 2008
Lehman Brothers June 2007 - August 2007
Senator Bill Frist's Office May 2005 - June 2005
Skills
Financial Analysis, Project Management, Data Analysis, Microsoft Excel, Accounting, Talent Management, Workshop Facilitation, Management Consulting, Strategic Planning, Budgets, Business Analysis, Team Leadership, PowerPoint, Process Improvement, Business Strategy, Performance Management, Public Speaking, Leadership, Change Management, Management, Training, Strategy, Consulting, Recruiting, Mergers & Acquisitions, Human Resources, Business Transformation
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2009
Masters of Accountancy, Tax Accounting
University of Tennessee 2004 — 2008
Bachelor of Business Administration, Accounting (Magna Cum Laude)
Halliburton January 2014 - Present
Deloitte January 2011 - November 2013
Deloitte November 2009 - January 2011
Deloitte June 2008 - August 2008
Green Square Capital, LLC December 2007 - January 2008
Lehman Brothers June 2007 - August 2007
Senator Bill Frist's Office May 2005 - June 2005
Skills
Financial Analysis, Project Management, Data Analysis, Microsoft Excel, Accounting, Talent Management, Workshop Facilitation, Management Consulting, Strategic Planning, Budgets, Business Analysis, Team Leadership, PowerPoint, Process Improvement, Business Strategy, Performance Management, Public Speaking, Leadership, Change Management, Management, Training, Strategy, Consulting, Recruiting, Mergers & Acquisitions, Human Resources, Business Transformation
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2009
Masters of Accountancy, Tax Accounting
University of Tennessee 2004 — 2008
Bachelor of Business Administration, Accounting (Magna Cum Laude)
Donald Van Deventer Donald Van Deventer's Lehman Brothers Experience April 1987 - March 1990
Job CEO, Kamakura Corporation
Industry Information Technology and Services
Experience
Harvard Graduate School of Arts and Sciences May 2012 - Present
Kamakura Corporation April 1990 - Present
Hawaii Bicylcing League 2005 - 2014
Harvard Alumni Association November 2002 - May 2010
Lehman Brothers April 1987 - March 1990
First Interstate Bancorp 1982 - 1987
Security Pacific Bank July 1977 - March 1982
Skills
Credit Risk, Liquidity Risk, Capital Allocation, Interest Rate Risk..., ALM, Market Risk, Risk Management, Enterprise Risk..., Financial Risk, Derivatives, Capital Markets, Hedging, Portfolio Management, Fixed Income, Financial Markets, Valuation, Quantitative Finance, Mergers & Acquisitions, Strategy, Quantitative Analytics, Basel II, Banking, Financial Modeling, Finance, Structured Finance, Funding, Bonds, Investment Banking, Investment Management, Securities, Financial Institutions, Options, Structured Products, Emerging Markets, Hedge Funds, Alternative Investments, FX Options, Treasury, Commodity, Trading, Equity Derivatives, Equities, Financial Structuring, Treasury Management
Education
Harvard University 1973 — 1977
Ph.D., Business Economics
Occidental College 1969 — 1973
B.A., Mathematics and Economics
Harvard Graduate School of Arts and Sciences May 2012 - Present
Kamakura Corporation April 1990 - Present
Hawaii Bicylcing League 2005 - 2014
Harvard Alumni Association November 2002 - May 2010
Lehman Brothers April 1987 - March 1990
First Interstate Bancorp 1982 - 1987
Security Pacific Bank July 1977 - March 1982
Skills
Credit Risk, Liquidity Risk, Capital Allocation, Interest Rate Risk..., ALM, Market Risk, Risk Management, Enterprise Risk..., Financial Risk, Derivatives, Capital Markets, Hedging, Portfolio Management, Fixed Income, Financial Markets, Valuation, Quantitative Finance, Mergers & Acquisitions, Strategy, Quantitative Analytics, Basel II, Banking, Financial Modeling, Finance, Structured Finance, Funding, Bonds, Investment Banking, Investment Management, Securities, Financial Institutions, Options, Structured Products, Emerging Markets, Hedge Funds, Alternative Investments, FX Options, Treasury, Commodity, Trading, Equity Derivatives, Equities, Financial Structuring, Treasury Management
Education
Harvard University 1973 — 1977
Ph.D., Business Economics
Occidental College 1969 — 1973
B.A., Mathematics and Economics
Lawrence Lee's Lehman Brothers Experience July 1997 - July 1999
Job
Industry Law Practice
Experience
Consumer Financial Protection Bureau (CFPB) April 2015 - Present
Consumer Financial Protection Bureau July 2013 - April 2015
Cohen & Gresser LLP February 2009 - July 2013
IAKL 2010 - 2012
Debevoise & Plimpton LLP January 2005 - January 2009
U.S. Court of Appeals for the Ninth Circuit August 2005 - September 2006
United States District Court for the District of Columbia August 2003 - August 2004
Lehman Brothers July 1997 - July 1999
Equinox Group 1995 - 1996
Skills
International..., International Law, Arbitration, Legal Research, International Human...
Education
New York University School of Law 2000 — 2003
J.D.
Harvard University 1993 — 1997
A.B.
Reno High School
Swope Middle School
Consumer Financial Protection Bureau (CFPB) April 2015 - Present
Consumer Financial Protection Bureau July 2013 - April 2015
Cohen & Gresser LLP February 2009 - July 2013
IAKL 2010 - 2012
Debevoise & Plimpton LLP January 2005 - January 2009
U.S. Court of Appeals for the Ninth Circuit August 2005 - September 2006
United States District Court for the District of Columbia August 2003 - August 2004
Lehman Brothers July 1997 - July 1999
Equinox Group 1995 - 1996
Skills
International..., International Law, Arbitration, Legal Research, International Human...
Education
New York University School of Law 2000 — 2003
J.D.
Harvard University 1993 — 1997
A.B.
Reno High School
Swope Middle School
Juan Pedro J.P. Moreno's Lehman Brothers Experience August 2004 - July 2006
Job Partner Head of Research
Industry Investment Management
Experience
Greylock Capital Management April 2008 - March 2015
Contrarian Capital Managment July 2006 - 2008
Lehman Brothers August 2004 - July 2006
Goldman Sachs June 1999 - June 2001
Merrill Lynch July 1998 - July 1999
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA, Finance
Harvard University 1994 — 1998
BA, Economics
Greylock Capital Management April 2008 - March 2015
Contrarian Capital Managment July 2006 - 2008
Lehman Brothers August 2004 - July 2006
Goldman Sachs June 1999 - June 2001
Merrill Lynch July 1998 - July 1999
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA, Finance
Harvard University 1994 — 1998
BA, Economics
Sai N's Lehman Brothers Experience August 2002 - November 2002
Job BA Consultant at MUFG Americas
Industry Financial Services
Experience
MUFG Americas May 2015 - Present
Jefferies LLC April 2014 - April 2015
Barclays Capital January 2012 - April 2014
Brown Brothers Harriman April 2011 - December 2011
Bank of America July 2010 - April 2011
Delhi Press October 2009 - August 2010
Citi March 2010 - June 2010
Edward Jones February 2009 - November 2009
BlackRock July 2003 - December 2008
Lehman Brothers August 2002 - November 2002
Skills
Sybase, Back Office, Brokerage, Fixed Income, Derivatives, Equities, Securities, Business Analysis, Capital Markets, Asset Management, Risk Management, Risk, Data Warehousing, Banking, Data Modeling, Compliance, Systems Analysis, Business Requirements, Credit, Bonds, Investments, Market Data, Requirements Analysis, ETL, Data Analysis, SQL, Integration, Databases, MS Project, Architecture, SDLC, Financial Services, Financial Markets, VBA, Credit Derivatives, Unix, Bloomberg, Portfolio Management, Enterprise Architecture, Perl, Microsoft SQL Server, Software Development
Education
Heriot-Watt University 1996 — 2000
MBA
University of Mumbai 1982 — 1984
M. Sc
University of Mumbai 1977 — 1982
B. Sc.
MUFG Americas May 2015 - Present
Jefferies LLC April 2014 - April 2015
Barclays Capital January 2012 - April 2014
Brown Brothers Harriman April 2011 - December 2011
Bank of America July 2010 - April 2011
Delhi Press October 2009 - August 2010
Citi March 2010 - June 2010
Edward Jones February 2009 - November 2009
BlackRock July 2003 - December 2008
Lehman Brothers August 2002 - November 2002
Skills
Sybase, Back Office, Brokerage, Fixed Income, Derivatives, Equities, Securities, Business Analysis, Capital Markets, Asset Management, Risk Management, Risk, Data Warehousing, Banking, Data Modeling, Compliance, Systems Analysis, Business Requirements, Credit, Bonds, Investments, Market Data, Requirements Analysis, ETL, Data Analysis, SQL, Integration, Databases, MS Project, Architecture, SDLC, Financial Services, Financial Markets, VBA, Credit Derivatives, Unix, Bloomberg, Portfolio Management, Enterprise Architecture, Perl, Microsoft SQL Server, Software Development
Education
Heriot-Watt University 1996 — 2000
MBA
University of Mumbai 1982 — 1984
M. Sc
University of Mumbai 1977 — 1982
B. Sc.
Adam Mace's Lehman Brothers Experience June 2006 - September 2008
Job Financial Advisor at Credit Suisse
Industry Investment Management
Experience
Credit Suisse August 2015 - Present
Credit Suisse September 2008 - August 2015
Lehman Brothers June 2006 - September 2008
Education
Hobart and William Smith Colleges 2002 — 2006
Bachelors, Economics
The Lawrenceville School
Credit Suisse August 2015 - Present
Credit Suisse September 2008 - August 2015
Lehman Brothers June 2006 - September 2008
Education
Hobart and William Smith Colleges 2002 — 2006
Bachelors, Economics
The Lawrenceville School
Edward Huyck's Lehman Brothers Experience September 2000 - May 2005
Job Adjunct Instructor at University of Oregon
Industry Architecture & Planning
Experience
BOORA Architects January 2011 - Present
Teddy Huyck Design Consulting September 2001 - Present
University of Oregon January 2012 - June 2012
Core Architecture Studio September 2008 - January 2009
Harvard GSD 2005 - 2009
Jonathan Levi Architects June 2008 - August 2008
Practice of Architecture December 2007 - May 2008
Analysis of Building Structures September 2007 - January 2008
Howeler + Yoon Architecture June 2006 - September 2006
Lehman Brothers September 2000 - May 2005
Skills
Web Design, Architecture, Rendering, Design Research, InDesign, Architectural Design, Adobe Creative Suite, Research, AutoCAD, Rhino
Education
Harvard University 2005 — 2009
MArch I, Architecture
Harvard University Graduate School of Design 2005 — 2009
MArch I, Architecture
Stanford University 1996 — 2000
AB, Anthropology
Stanford University Undergraduate Research Opportunities, Northern Spain 1999 — 1999
Anthropology, Religion
Stanford University Italian Immersion 1998 — 1998
Italian language, Art and Architecture, Film, Dante
BOORA Architects January 2011 - Present
Teddy Huyck Design Consulting September 2001 - Present
University of Oregon January 2012 - June 2012
Core Architecture Studio September 2008 - January 2009
Harvard GSD 2005 - 2009
Jonathan Levi Architects June 2008 - August 2008
Practice of Architecture December 2007 - May 2008
Analysis of Building Structures September 2007 - January 2008
Howeler + Yoon Architecture June 2006 - September 2006
Lehman Brothers September 2000 - May 2005
Skills
Web Design, Architecture, Rendering, Design Research, InDesign, Architectural Design, Adobe Creative Suite, Research, AutoCAD, Rhino
Education
Harvard University 2005 — 2009
MArch I, Architecture
Harvard University Graduate School of Design 2005 — 2009
MArch I, Architecture
Stanford University 1996 — 2000
AB, Anthropology
Stanford University Undergraduate Research Opportunities, Northern Spain 1999 — 1999
Anthropology, Religion
Stanford University Italian Immersion 1998 — 1998
Italian language, Art and Architecture, Film, Dante
Brian Peak's Lehman Brothers Experience January 2008 - April 2009
Job Equity Research at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group May 2015 - Present
RBC Capital Markets July 2012 - April 2015
RBC Capital Markets June 2011 - August 2011
Neuberger Berman May 2009 - June 2010
Lehman Brothers January 2008 - April 2009
Bank of America Merrill Lynch October 2006 - January 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2012 — 2012
Master of Business Administration (MBA)
Hillsdale College
Bachelor of Arts (BA)
Janus Capital Group May 2015 - Present
RBC Capital Markets July 2012 - April 2015
RBC Capital Markets June 2011 - August 2011
Neuberger Berman May 2009 - June 2010
Lehman Brothers January 2008 - April 2009
Bank of America Merrill Lynch October 2006 - January 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA)
The Chinese University of Hong Kong 2012 — 2012
Master of Business Administration (MBA)
Hillsdale College
Bachelor of Arts (BA)
Dr. Eugene Jacquescoley's Lehman Brothers Experience January 2003 - September 2008
Job CEO
Industry Hospital & Health Care
Experience
General Services Administration October 2007 - Present
Projects in Motion USA CCR October 2005 - Present
Lehman Brothers January 2003 - September 2008
Skills
Management Consulting, Strategic Planning, Change Management, Business Strategy, Program Management, Project Management, Strategy, Business Analysis, Mergers, Start-ups, Process Improvement, Team Building, Business Development, Entrepreneurship, Leadership Development, Organizational..., Business Planning, Management, Executive Management, Analysis
Education
New York Medical College 2002 — 2005
MPH
Harvard University 2000 — 2001
Post Doc
The University of Texas Southwestern Medical Center at Dallas
PhD
General Services Administration October 2007 - Present
Projects in Motion USA CCR October 2005 - Present
Lehman Brothers January 2003 - September 2008
Skills
Management Consulting, Strategic Planning, Change Management, Business Strategy, Program Management, Project Management, Strategy, Business Analysis, Mergers, Start-ups, Process Improvement, Team Building, Business Development, Entrepreneurship, Leadership Development, Organizational..., Business Planning, Management, Executive Management, Analysis
Education
New York Medical College 2002 — 2005
MPH
Harvard University 2000 — 2001
Post Doc
The University of Texas Southwestern Medical Center at Dallas
PhD
Julio Maclay's Lehman Brothers Experience March 1997 - September 2008
Job Managing Director at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. July 2013 - Present
Barclays Capital September 2008 - February 2013
Lehman Brothers March 1997 - September 2008
Goldman Sachs September 1986 - March 1997
Skills
Fixed Income, Capital Markets, Derivatives, Electronic Trading, Trading Systems, Program Management, Investment Banking, Financial Modeling, Management, Credit Derivatives, Equity Derivatives, Options, Trading, Equities, Market Data, Hedge Funds, SDLC, Portfolio Management, Risk Management, Financial Risk, Interest Rate..., Financial Markets
Education
University of Pennsylvania 1983 — 1986
MS, Computer Science
Harvard University 1979 — 1983
BA, Applied Math
MSCI Inc. July 2013 - Present
Barclays Capital September 2008 - February 2013
Lehman Brothers March 1997 - September 2008
Goldman Sachs September 1986 - March 1997
Skills
Fixed Income, Capital Markets, Derivatives, Electronic Trading, Trading Systems, Program Management, Investment Banking, Financial Modeling, Management, Credit Derivatives, Equity Derivatives, Options, Trading, Equities, Market Data, Hedge Funds, SDLC, Portfolio Management, Risk Management, Financial Risk, Interest Rate..., Financial Markets
Education
University of Pennsylvania 1983 — 1986
MS, Computer Science
Harvard University 1979 — 1983
BA, Applied Math
Craig Messinger's Lehman Brothers Experience 1994 - 1996
Job Executive VP BNY Mellon Global Markets
Industry Financial Services
Experience
BNY Mellon October 2011 - Present
Pershing LLC a BNY Mellon company 2005 - October 2011
Fidelity Investments 1996 - 2004
Lehman Brothers 1994 - 1996
Lehman Brothers January 1990 - December 1993
Education
University of Pennsylvania - The Wharton School 1973 — 1978
Bachelor's of Science in economics, economics
Harvard University
Executive Education, Business strategy with Michael Porter
BNY Mellon October 2011 - Present
Pershing LLC a BNY Mellon company 2005 - October 2011
Fidelity Investments 1996 - 2004
Lehman Brothers 1994 - 1996
Lehman Brothers January 1990 - December 1993
Education
University of Pennsylvania - The Wharton School 1973 — 1978
Bachelor's of Science in economics, economics
Harvard University
Executive Education, Business strategy with Michael Porter
Scott Collander's Lehman Brothers Experience July 1993 - June 1997
Job Senior Director, Customer Insights, Marketing Analytics at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2012 - Present
TIAA-CREF April 2004 - November 2012
TIAA-CREF February 2000 - March 2004
TIAA-CREF February 1998 - February 2000
Lehman Brothers July 1993 - June 1997
Skills
Financial Services, Mutual Funds, Wealth Management, Securities, Segmentation, Business Analysis, Strategic Planning, SAS, Data Analysis, Customer Insight, Sales, Retirement, Market Research, Competitive Analysis, Analysis, Strategy, Management
Education
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts (BA), English Language and Literature/Letters
TIAA-CREF December 2012 - Present
TIAA-CREF April 2004 - November 2012
TIAA-CREF February 2000 - March 2004
TIAA-CREF February 1998 - February 2000
Lehman Brothers July 1993 - June 1997
Skills
Financial Services, Mutual Funds, Wealth Management, Securities, Segmentation, Business Analysis, Strategic Planning, SAS, Data Analysis, Customer Insight, Sales, Retirement, Market Research, Competitive Analysis, Analysis, Strategy, Management
Education
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts (BA), English Language and Literature/Letters
Joe Locke's Lehman Brothers Experience 2004 - 2005
Job Director of Finance at Boutique Air
Industry Aviation & Aerospace
Experience
Boutique Air July 2015 - Present
Slingshot Power April 2015 - June 2015
ABR Investment Strategy 2010 - April 2015
LGM Corporate Access January 2009 - January 2010
Pequot Capital Management June 2007 - August 2008
Pantera Capital June 2005 - June 2007
Lehman Brothers 2004 - 2005
ABN AMRO Bank N.V. August 1998 - December 2003
Skills
Bloomberg, Equities, Financial Modeling, Securities, Equity Research, Hedge Funds, Venture Capital, Emerging Markets, Alternative Investments, Portfolio Management, Asset Management, Capital Markets, Investment Banking, Private Equity, Valuation, Start-ups, Investments, Due Diligence, Fixed Income, Series 7, Corporate Development
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
Harvard University 1987 — 1992
AB, EALC
Boutique Air July 2015 - Present
Slingshot Power April 2015 - June 2015
ABR Investment Strategy 2010 - April 2015
LGM Corporate Access January 2009 - January 2010
Pequot Capital Management June 2007 - August 2008
Pantera Capital June 2005 - June 2007
Lehman Brothers 2004 - 2005
ABN AMRO Bank N.V. August 1998 - December 2003
Skills
Bloomberg, Equities, Financial Modeling, Securities, Equity Research, Hedge Funds, Venture Capital, Emerging Markets, Alternative Investments, Portfolio Management, Asset Management, Capital Markets, Investment Banking, Private Equity, Valuation, Start-ups, Investments, Due Diligence, Fixed Income, Series 7, Corporate Development
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
Harvard University 1987 — 1992
AB, EALC
Jason Kunreuther's Lehman Brothers Experience April 2005 - September 2008
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank September 2008 - Present
Lehman Brothers April 2005 - September 2008
Boston Consulting Group September 2001 - April 2005
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Strategic Management
Haverford College 1992 — 1996
BA, Economics
The Fieldston School 1986 — 1992
High School
Barclays Investment Bank September 2008 - Present
Lehman Brothers April 2005 - September 2008
Boston Consulting Group September 2001 - April 2005
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Strategic Management
Haverford College 1992 — 1996
BA, Economics
The Fieldston School 1986 — 1992
High School
Peter Ciganik's Lehman Brothers Experience 2003 - 2005
Job Managing Director at GTIS Partners
Industry Real Estate
Experience
GTIS Partners August 2007 - Present
Morgan Stanley 2006 - 2006
Lehman Brothers 2003 - 2005
McKinsey & Company 2001 - 2003
Education
Stanford University Graduate School of Business 2005 — 2007
Gymnazium Srobarova
Harvard University
United World College of the Atlantic
GTIS Partners August 2007 - Present
Morgan Stanley 2006 - 2006
Lehman Brothers 2003 - 2005
McKinsey & Company 2001 - 2003
Education
Stanford University Graduate School of Business 2005 — 2007
Gymnazium Srobarova
Harvard University
United World College of the Atlantic
Fernando Marinez's Lehman Brothers Experience January 2000 - November 2002
Job Manager Information Services at Shartsis Friese LLP
Industry Legal Services
Experience
Shartsis Friese LLP January 2003 - Present
Lehman Brothers January 2000 - November 2002
A.T. Kearney Inc. January 1997 - July 2000
McKinsey & Company January 1995 - December 1997
Putnam, Hayes & Bartlett Inc. September 1985 - August 1991
Skills
Lexis/Nexis, Westlaw, Courtlink, PACER, SDC Platinum, FactSet, Business & Legal..., Excellent Knowledge of..., Library Reference, Information Management, Research, Legal Research, Knowledge Management, Analysis, Editing, Litigation, Libraries, Strategic Planning, Strategy, Social Media
Education
University of California, Berkeley - School of Law 1991 — 1993
JD
Harvard University 1981 — 1985
BA, History
Shartsis Friese LLP January 2003 - Present
Lehman Brothers January 2000 - November 2002
A.T. Kearney Inc. January 1997 - July 2000
McKinsey & Company January 1995 - December 1997
Putnam, Hayes & Bartlett Inc. September 1985 - August 1991
Skills
Lexis/Nexis, Westlaw, Courtlink, PACER, SDC Platinum, FactSet, Business & Legal..., Excellent Knowledge of..., Library Reference, Information Management, Research, Legal Research, Knowledge Management, Analysis, Editing, Litigation, Libraries, Strategic Planning, Strategy, Social Media
Education
University of California, Berkeley - School of Law 1991 — 1993
JD
Harvard University 1981 — 1985
BA, History
Joe Kogan's Lehman Brothers Experience August 2004 - September 2008
Job Head of Emerging Markets Strategy at Scotia Capital
Industry Financial Services
Experience
Scotia Capital August 2009 - Present
Barclays Capital September 2008 - August 2009
Lehman Brothers August 2004 - September 2008
Pontificia Universidad Católica de Chile 2002 - 2004
Skills
Latin America, Eastern Europe, Quantitative Models, Emerging Markets, Currency, Macroeconomics, Capital Markets, Economic Research, Econometrics, Quantitative Analytics, Fixed Income, Credit Derivatives, FX Options, Bloomberg, Financial Markets
Education
Harvard University 1996 — 2002
Ph.D., Business-Economics
Princeton University 1992 — 1996
AB, Economics, Mathematics
Scotia Capital August 2009 - Present
Barclays Capital September 2008 - August 2009
Lehman Brothers August 2004 - September 2008
Pontificia Universidad Católica de Chile 2002 - 2004
Skills
Latin America, Eastern Europe, Quantitative Models, Emerging Markets, Currency, Macroeconomics, Capital Markets, Economic Research, Econometrics, Quantitative Analytics, Fixed Income, Credit Derivatives, FX Options, Bloomberg, Financial Markets
Education
Harvard University 1996 — 2002
Ph.D., Business-Economics
Princeton University 1992 — 1996
AB, Economics, Mathematics
Dick McIntire's Lehman Brothers Experience 1985 - 2008
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 1985 - 2008
Education
Harvard University 1976 — 1980
Barclays Capital September 2008 - Present
Lehman Brothers 1985 - 2008
Education
Harvard University 1976 — 1980
Rogoff Bradley's Lehman Brothers Experience June 2002 - September 2008
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers June 2002 - September 2008
Education
Harvard University 1998 — 2002
Barclays Capital 2008 - Present
Lehman Brothers June 2002 - September 2008
Education
Harvard University 1998 — 2002
Paul Staley's Lehman Brothers Experience 1985 - 1995
Job Community Development and Investment
Industry Real Estate
Experience
Self-Help July 2012 - Present
Center For Community Self-Help July 2012 - Present
MidPen Housing Corporation 2006 - Present
Writer and blogger October 2004 - Present
Staley & MacArthur November 2008 - June 2012
Ascend Residential January 1999 - December 2005
Lehman Brothers 1985 - 1995
PMI Mortgage Insurance Co. 1982 - 1985
Skills
Affordable Housing, Mergers & Acquisitions, Single Family Homes, Business Strategy, Due Diligence, Management, Non-profits, Public Speaking, Strategic Planning, Community Development, Foreclosures, Research, Portfolio Management, Nonprofits, Community Outreach, Investments, Asset Management, Real Estate, Economic Development, Start-ups, Sales, Program Development
Education
University of California, Berkeley 1978 — 1980
M.P.P., Public Policy
Harvard University 1971 — 1976
A.B., General Studies (Latin American History)
Self-Help July 2012 - Present
Center For Community Self-Help July 2012 - Present
MidPen Housing Corporation 2006 - Present
Writer and blogger October 2004 - Present
Staley & MacArthur November 2008 - June 2012
Ascend Residential January 1999 - December 2005
Lehman Brothers 1985 - 1995
PMI Mortgage Insurance Co. 1982 - 1985
Skills
Affordable Housing, Mergers & Acquisitions, Single Family Homes, Business Strategy, Due Diligence, Management, Non-profits, Public Speaking, Strategic Planning, Community Development, Foreclosures, Research, Portfolio Management, Nonprofits, Community Outreach, Investments, Asset Management, Real Estate, Economic Development, Start-ups, Sales, Program Development
Education
University of California, Berkeley 1978 — 1980
M.P.P., Public Policy
Harvard University 1971 — 1976
A.B., General Studies (Latin American History)
Daniel Crowley's Lehman Brothers Experience June 1990 - June 1992
Job Technology Director at Friends' Central School
Industry Education Management
Experience
Friends' Central School July 2005 - Present
Lehman Brothers June 1990 - June 1992
Education
Haverford College 1986 — 1990
Friends' Central School July 2005 - Present
Lehman Brothers June 1990 - June 1992
Education
Haverford College 1986 — 1990
Douglas Rediker's Lehman Brothers Experience 1998 - 2000
Job International Capital Strategies, LLC
Industry Financial Services
Experience
International Capital Strategies LLC March 2012 - Present
Peterson Institute for International Economics March 2013 - Present
World Economic Forum August 2011 - Present
New America Foundation February 2007 - March 2013
International Monetary Fund March 2010 - February 2012
Obama for America February 2007 - November 2008
Dresdner Kleinwort 2003 - 2005
TD Capital 2000 - 2003
Lehman Brothers 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Emerging Markets, Private Equity, Mergers & Acquisitions, Investment Banking, Equities, Economics, Finance, Foreign Policy, Government, Financial Risk, Public Policy, Policy Analysis, Politics, International Relations, Venture Capital, Policy, Nonprofits, International..., Strategy, Strategic Communications, Leadership
Education
Harvard University, John F. Kennedy School of Government 1991 — 1992
Fordham University School of Law 1981 — 1984
Juris Doctor
Vassar College 1977 — 1981
1981, Political Science
International Capital Strategies LLC March 2012 - Present
Peterson Institute for International Economics March 2013 - Present
World Economic Forum August 2011 - Present
New America Foundation February 2007 - March 2013
International Monetary Fund March 2010 - February 2012
Obama for America February 2007 - November 2008
Dresdner Kleinwort 2003 - 2005
TD Capital 2000 - 2003
Lehman Brothers 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Emerging Markets, Private Equity, Mergers & Acquisitions, Investment Banking, Equities, Economics, Finance, Foreign Policy, Government, Financial Risk, Public Policy, Policy Analysis, Politics, International Relations, Venture Capital, Policy, Nonprofits, International..., Strategy, Strategic Communications, Leadership
Education
Harvard University, John F. Kennedy School of Government 1991 — 1992
Fordham University School of Law 1981 — 1984
Juris Doctor
Vassar College 1977 — 1981
1981, Political Science
David Schieldrop's Lehman Brothers Experience April 2000 - September 2008
Job Global CoHead of Insurance Investment Banking at Barclays
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Shawnigan Lake School 1997 - Present
Lehman Brothers April 2000 - September 2008
Citigroup March 1994 - March 2000
Salomon Brothers 1994 - 2000
Skills
Capital Markets, Investment Banking, Hedge Funds, Equities, Fixed Income, Valuation, Financial Modeling, Securities, Emerging Markets, Corporate Finance, Asset Managment, Mergers
Education
Harvard University 1983 — 1988
A.B., History
Shawnigan Lake School 1977 — 1982
Diploma
Barclays Capital September 2008 - Present
Shawnigan Lake School 1997 - Present
Lehman Brothers April 2000 - September 2008
Citigroup March 1994 - March 2000
Salomon Brothers 1994 - 2000
Skills
Capital Markets, Investment Banking, Hedge Funds, Equities, Fixed Income, Valuation, Financial Modeling, Securities, Emerging Markets, Corporate Finance, Asset Managment, Mergers
Education
Harvard University 1983 — 1988
A.B., History
Shawnigan Lake School 1977 — 1982
Diploma
Nicolas Massard's Lehman Brothers Experience July 1998 - August 1999
Job Partner at ABRY Partners
Industry Investment Management
Experience
ABRY Partners April 2010 - Present
One Source Networks November 2013 - Present
Claranet November 2012 - Present
e-shelter November 2011 - Present
UNSi May 2012 - Present
Spectrum Equity Investors January 2002 - April 2010
Continuum Group April 2000 - December 2001
Morgan Stanley August 1999 - April 2000
Lehman Brothers July 1998 - August 1999
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Development, Corporate Finance, Due Diligence, Investment Banking, Financial Modeling, Valuation, Start-ups, M&A experience, Business Strategy
Education
HEC School of Management 1995 — 1998
ABRY Partners April 2010 - Present
One Source Networks November 2013 - Present
Claranet November 2012 - Present
e-shelter November 2011 - Present
UNSi May 2012 - Present
Spectrum Equity Investors January 2002 - April 2010
Continuum Group April 2000 - December 2001
Morgan Stanley August 1999 - April 2000
Lehman Brothers July 1998 - August 1999
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Development, Corporate Finance, Due Diligence, Investment Banking, Financial Modeling, Valuation, Start-ups, M&A experience, Business Strategy
Education
HEC School of Management 1995 — 1998
Jennifer Lewis Bennett's Lehman Brothers Experience September 1986 - January 1990
Job Licensed Real Estate Salesperson at Westwood Metes & Bounds Realty LTD.
Industry Real Estate
Experience
Westwood Metes & Bounds Realty LTD. 2006 - Present
Chemical Securities May 1992 - May 1995
Citicorp Securities January 1990 - May 1992
Lehman Brothers September 1986 - January 1990
Bunge Corporation September 1984 - August 1986
Texas Legislature January 1981 - August 1981
Skills
Investments, Sellers, Investment Properties, Real Estate, First Time Home Buyers, Public Speaking, Marketing, Mergers & Acquisitions, Selling, Finance, Marketing Strategy, Real Estate Transactions, Strategy, Real Property, Relocation, Buyer Representation
Education
Harvard University, John F. Kennedy School of Government 1981 — 1984
Master of, Public Policy
Bologna Center SAIS, Johns Hopkins School of Advanced International Studies 1982 — 1983
International Economics
The University of Texas at Austin 1977 — 1980
Bachelor, Liberal Arts
High School for Performing & Visual Arts 1972 — 1976
High School, Vocal Music
Westwood Metes & Bounds Realty LTD. 2006 - Present
Chemical Securities May 1992 - May 1995
Citicorp Securities January 1990 - May 1992
Lehman Brothers September 1986 - January 1990
Bunge Corporation September 1984 - August 1986
Texas Legislature January 1981 - August 1981
Skills
Investments, Sellers, Investment Properties, Real Estate, First Time Home Buyers, Public Speaking, Marketing, Mergers & Acquisitions, Selling, Finance, Marketing Strategy, Real Estate Transactions, Strategy, Real Property, Relocation, Buyer Representation
Education
Harvard University, John F. Kennedy School of Government 1981 — 1984
Master of, Public Policy
Bologna Center SAIS, Johns Hopkins School of Advanced International Studies 1982 — 1983
International Economics
The University of Texas at Austin 1977 — 1980
Bachelor, Liberal Arts
High School for Performing & Visual Arts 1972 — 1976
High School, Vocal Music
David Wadler, CFA's Lehman Brothers Experience 2003 - 2008
Job Senior Portfolio Manager at New Holland Capital
Industry Financial Services
Experience
New Holland Capital July 2008 - Present
Lehman Brothers 2003 - 2008
Skills
Fixed Income, Investments, Alternative Investments, Hedge Funds, Structured Finance, Structured Products, Principal Investing, Capital Markets, Due Diligence, Derivatives, Hedging, MBS, ABS, CMBS, Investment Management, Options, Asset Based Lending, Insurance Linked...
Education
Harvard University 1999 — 2003
BA, Economics
Wakefield High School
New Holland Capital July 2008 - Present
Lehman Brothers 2003 - 2008
Skills
Fixed Income, Investments, Alternative Investments, Hedge Funds, Structured Finance, Structured Products, Principal Investing, Capital Markets, Due Diligence, Derivatives, Hedging, MBS, ABS, CMBS, Investment Management, Options, Asset Based Lending, Insurance Linked...
Education
Harvard University 1999 — 2003
BA, Economics
Wakefield High School
Blair Endresen Metrailler's Lehman Brothers Experience 2000 - 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - July 2009
Lehman Brothers 2000 - 2008
Education
Harvard University
Rye Country Day
Barclays Capital September 2008 - July 2009
Lehman Brothers 2000 - 2008
Education
Harvard University
Rye Country Day
Alizeta Diallo's Lehman Brothers Experience July 2000 - June 2002
Job Strategic Project Management Executive / NGO
Industry Nonprofit Organization Management
Experience
MAITRISE D'OUVRAGE DE L'AEROPORT DE DONSIN (MOAD) January 2014 - Present
CONNEY WORLDWIDE January 2013 - December 2013
MILLENNIUM CHALLENGE ACCOUNT BURKINA FASO March 2009 - October 2012
LEHMAN BROTHERS, INC., 2007 - 2008
LEHMAN BROTHERS, INC., July 2002 - December 2006
Lehman Brothers July 2000 - June 2002
Skills
Program Management, Valuation, Due Diligence, Management, Loans, Financial Analysis, Budgets, Financial Modeling, Strategic Financial..., Strategic Planning, Negotiation, Accounting
Education
Université de Moncton
Master of Business Administration (M.B.A.), Development Economics and International Development
HEC Executive Clubs Afrique 2010 — 2011
Certificate in Executive Management, Organizational Leadership
New York University 2002 — 2003
Real Estate
Howard University 1997 — 2000
BBA, Finance
University of Ottawa 1996 — 1996
Second Language Learning
HEC Montréal 1992 — 1995
BBA, International Business
MAITRISE D'OUVRAGE DE L'AEROPORT DE DONSIN (MOAD) January 2014 - Present
CONNEY WORLDWIDE January 2013 - December 2013
MILLENNIUM CHALLENGE ACCOUNT BURKINA FASO March 2009 - October 2012
LEHMAN BROTHERS, INC., 2007 - 2008
LEHMAN BROTHERS, INC., July 2002 - December 2006
Lehman Brothers July 2000 - June 2002
Skills
Program Management, Valuation, Due Diligence, Management, Loans, Financial Analysis, Budgets, Financial Modeling, Strategic Financial..., Strategic Planning, Negotiation, Accounting
Education
Université de Moncton
Master of Business Administration (M.B.A.), Development Economics and International Development
HEC Executive Clubs Afrique 2010 — 2011
Certificate in Executive Management, Organizational Leadership
New York University 2002 — 2003
Real Estate
Howard University 1997 — 2000
BBA, Finance
University of Ottawa 1996 — 1996
Second Language Learning
HEC Montréal 1992 — 1995
BBA, International Business
Michael Gantcher's Lehman Brothers Experience 1997 - 2001
Job Director of Marketing and Investor Relations at Zimmer Lucas Partners
Industry Financial Services
Experience
Zimmer Lucas Partners Head of Institutional SalesOppenheimer & Co.2001 - 2008
Lehman Brothers 1997 - 2001
Education
Hobart and William Smith Colleges
BA
Zimmer Lucas Partners Head of Institutional SalesOppenheimer & Co.2001 - 2008
Lehman Brothers 1997 - 2001
Education
Hobart and William Smith Colleges
BA
Jeremiah Gregory's Lehman Brothers Experience August 2006 - September 2008
Job Head of Capital Markets at W. P. Carey Inc.
Industry Real Estate
Experience
W. P. Carey Inc. July 2013 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers August 2006 - September 2008
BRIDGE Housing Corporation September 2001 - August 2004
Education
Yale University - Yale School of Management
MBA
Harvard University
A.B., History of Science
W. P. Carey Inc. July 2013 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers August 2006 - September 2008
BRIDGE Housing Corporation September 2001 - August 2004
Education
Yale University - Yale School of Management
MBA
Harvard University
A.B., History of Science
Connie Kang's Lehman Brothers Experience 2004 - 2006
Job Investment Analyst at HBK Capital Management
Industry Real Estate
Experience
HBK Capital Management February 2008 - Present
Goldman Sachs 2006 - 2008
Lehman Brothers 2004 - 2006
Skills
Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Investment Banking, Structured Products, Derivatives, Credit Derivatives, Valuation, Financial Modeling, Private Equity, Alternative Investments, CDO, Structured Finance, Emerging Markets, ABS, Securitization, Trading
Education
Harvard University 2003 — 2004
AM, Statistics
University of Chicago 2000 — 2003
Bachelor of Arts (BA), Economics
HBK Capital Management February 2008 - Present
Goldman Sachs 2006 - 2008
Lehman Brothers 2004 - 2006
Skills
Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Investment Banking, Structured Products, Derivatives, Credit Derivatives, Valuation, Financial Modeling, Private Equity, Alternative Investments, CDO, Structured Finance, Emerging Markets, ABS, Securitization, Trading
Education
Harvard University 2003 — 2004
AM, Statistics
University of Chicago 2000 — 2003
Bachelor of Arts (BA), Economics
Emil Cornejo's Lehman Brothers Experience April 2004 - October 2008
Job Senior Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital April 2004 - Present
Lehman Brothers April 2004 - October 2008
Education
Harvard University
AB
The University of Chicago Booth School of Business
MBA, Finance
Barclays Capital April 2004 - Present
Lehman Brothers April 2004 - October 2008
Education
Harvard University
AB
The University of Chicago Booth School of Business
MBA, Finance
Kelly Wannop's Lehman Brothers Experience July 2008 - August 2008
Job Associate at Blackstone, Private Equity
Industry Venture Capital & Private Equity
Experience
The Blackstone Group July 2015 - Present
The Blackstone Group August 2011 - June 2013
The Blackstone Group July 2009 - June 2011
Lehman Brothers July 2008 - August 2008
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2005 — 2009
A.B., Economics
The Blackstone Group July 2015 - Present
The Blackstone Group August 2011 - June 2013
The Blackstone Group July 2009 - June 2011
Lehman Brothers July 2008 - August 2008
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2005 — 2009
A.B., Economics
Paul Schindler's Lehman Brothers Experience August 1984 - August 1993
Job Editor in chief at Gay City News
Industry Newspapers
Experience
Gay City News May 2002 - Present
LGNY, Lesbian and Gay New York September 1995 - May 2002
Lehman Brothers August 1984 - August 1993
Skills
Media Relations, Social Media, Editorial, Journalism, Blogging, Copy Editing, Newspapers, Editing, Press Releases, Storytelling, Newspaper, New Media, Publications, Public Relations, Public Speaking, News Writing, Online Journalism, Publicity, Strategic Communications, Event Planning, Magazines, Web Content, Nonprofits, Corporate Communications, Copywriting, Digital Media, Proofreading, Content Strategy, Feature Articles, Fundraising, Online Advertising, Social Media Marketing, Newsletters, Advertising, Marketing Communications, Creative Writing, Social Networking, Publishing, Facebook, Marketing, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
M.S., Management-Finance
Harvard University 1977 — 1978
M.A., History
Northwestern University 1973 — 1977
B.A., American Civilization
Gay City News May 2002 - Present
LGNY, Lesbian and Gay New York September 1995 - May 2002
Lehman Brothers August 1984 - August 1993
Skills
Media Relations, Social Media, Editorial, Journalism, Blogging, Copy Editing, Newspapers, Editing, Press Releases, Storytelling, Newspaper, New Media, Publications, Public Relations, Public Speaking, News Writing, Online Journalism, Publicity, Strategic Communications, Event Planning, Magazines, Web Content, Nonprofits, Corporate Communications, Copywriting, Digital Media, Proofreading, Content Strategy, Feature Articles, Fundraising, Online Advertising, Social Media Marketing, Newsletters, Advertising, Marketing Communications, Creative Writing, Social Networking, Publishing, Facebook, Marketing, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
M.S., Management-Finance
Harvard University 1977 — 1978
M.A., History
Northwestern University 1973 — 1977
B.A., American Civilization
Gideon Bernstein's Lehman Brothers Experience June 2004 - September 2006
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2006 - Present
Lehman Brothers June 2004 - September 2006
Merrill Lynch September 2000 - May 2004
Skills
Equity Research, Equities, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Alternative Investments, Valuation, Emerging Markets, Investment Management, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 1998 — 2000
MBA
Haverford College 1989 — 1993
BA, Anthropology
Fieldston 1984 — 1989
JP Morgan October 2006 - Present
Lehman Brothers June 2004 - September 2006
Merrill Lynch September 2000 - May 2004
Skills
Equity Research, Equities, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Alternative Investments, Valuation, Emerging Markets, Investment Management, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 1998 — 2000
MBA
Haverford College 1989 — 1993
BA, Anthropology
Fieldston 1984 — 1989
Cynthia Reyes-Orosco's Lehman Brothers Experience May 2006 - June 2008
Job Executive Assistant at Silver Lake Sumeru and Sumeru Equity Partners
Industry Venture Capital & Private Equity
Experience
Silver Lake Sumeru June 2008 - Present
Lehman Brothers May 2006 - June 2008
Comcast Cable April 2005 - May 2006
KTEH Silicon Valley Public Television March 2002 - April 2005
Nelson Staffing Solutions November 1998 - March 2002
Skills
Private Equity, Travel Arrangements, Investment Banking, Human Resources, Due Diligence, Executive Support, Calendaring, Venture Capital, Valuation, Mergers & Acquisitions, PowerPoint, Corporate Development, Corporate Finance
Education
Heald College 1996 — 1998
Associate's Degree, Business Administration
Silver Lake Sumeru June 2008 - Present
Lehman Brothers May 2006 - June 2008
Comcast Cable April 2005 - May 2006
KTEH Silicon Valley Public Television March 2002 - April 2005
Nelson Staffing Solutions November 1998 - March 2002
Skills
Private Equity, Travel Arrangements, Investment Banking, Human Resources, Due Diligence, Executive Support, Calendaring, Venture Capital, Valuation, Mergers & Acquisitions, PowerPoint, Corporate Development, Corporate Finance
Education
Heald College 1996 — 1998
Associate's Degree, Business Administration
Evelyne Estey's Lehman Brothers Experience 2004 - 2006
Job Chief Financial and Operating Officer at Lycée Français de New York
Industry Nonprofit Organization Management
Experience
Lycée Français de New York April 2012 - Present
Barclays Capital July 2009 - March 2012
Neuberger Berman 2004 - 2006
Lehman Brothers 2004 - 2006
Merrill Lynch 1983 - 2002
Education
HEC Paris 1978 — 1981
M.S., Business
Lycée Français de New York April 2012 - Present
Barclays Capital July 2009 - March 2012
Neuberger Berman 2004 - 2006
Lehman Brothers 2004 - 2006
Merrill Lynch 1983 - 2002
Education
HEC Paris 1978 — 1981
M.S., Business
Jonathan Firester's Lehman Brothers Experience 2000 - 2006
Job Executive Director at EY
Industry Investment Banking
Experience
EY November 2014 - Present
Accenture February 2013 - August 2014
R. G. Niederhoffer Capital Management September 2010 - February 2013
JPMorgan March 2008 - August 2010
Bear Stearns 2007 - 2008
Lehman Brothers 2000 - 2006
McKinsey & Company 1996 - 2000
Skills
Financial Services, Strategy, Prime Brokerage, Equities, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Trading Systems, Trading, Electronic Trading, Program Management, Mergers & Acquisitions
Education
Harvard University 1983 — 1987
AB
Harvard University 1983 — 1987
Bachelor's degree
EY November 2014 - Present
Accenture February 2013 - August 2014
R. G. Niederhoffer Capital Management September 2010 - February 2013
JPMorgan March 2008 - August 2010
Bear Stearns 2007 - 2008
Lehman Brothers 2000 - 2006
McKinsey & Company 1996 - 2000
Skills
Financial Services, Strategy, Prime Brokerage, Equities, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Trading Systems, Trading, Electronic Trading, Program Management, Mergers & Acquisitions
Education
Harvard University 1983 — 1987
AB
Harvard University 1983 — 1987
Bachelor's degree
Doug Donsky's Lehman Brothers Experience 1986 - 1989
Job Senior Managing Director, Head of Financial Services (Americas)
Industry Public Relations and Communications
Experience
FTI Strategic Communications (formerly, Financial Dynamics) November 2007 - Present
Kreab Gavin Anderson January 2005 - November 2007
Edelman 2000 - 2005
Morgen-Walke Associates 1998 - 2000
Owen Blicksilver Public Relations, Inc. 1994 - 1998
Lehman Brothers 1986 - 1989
Skills
Strategic Communications, Crisis Communications, Media Relations, Public Relations, Mergers & Acquisitions, Message Development, Leadership, Investor Relations, Reputation Management, Corporate Communications, Crisis Management, Strategic Planning, Internal Communications, Private Equity, IPO, Writing, Communications Strategy, Marketing Communications, Mergers, Business Strategy, Thought Leadership, Reputational Risk, Financial Services, Public Affairs
Education
Northwestern University 1991 — 1992
MSJ, Journalism
Haverford College 1986 — 1990
B.A., English
FTI Strategic Communications (formerly, Financial Dynamics) November 2007 - Present
Kreab Gavin Anderson January 2005 - November 2007
Edelman 2000 - 2005
Morgen-Walke Associates 1998 - 2000
Owen Blicksilver Public Relations, Inc. 1994 - 1998
Lehman Brothers 1986 - 1989
Skills
Strategic Communications, Crisis Communications, Media Relations, Public Relations, Mergers & Acquisitions, Message Development, Leadership, Investor Relations, Reputation Management, Corporate Communications, Crisis Management, Strategic Planning, Internal Communications, Private Equity, IPO, Writing, Communications Strategy, Marketing Communications, Mergers, Business Strategy, Thought Leadership, Reputational Risk, Financial Services, Public Affairs
Education
Northwestern University 1991 — 1992
MSJ, Journalism
Haverford College 1986 — 1990
B.A., English
Kristina Chang's Lehman Brothers Experience July 2007 - August 2007
Job Principal at Westlake International
Industry Venture Capital & Private Equity
Experience
Westlake International Group August 2014 - Present
FRENDS February 2014 - July 2014
Libre Design July 2013 - February 2014
VNDA June 2013 - September 2013
Zabzo December 2011 - November 2012
Equity One, Inc July 2009 - May 2011
Equity One, Inc July 2008 - July 2009
Lehman Brothers July 2007 - August 2007
Kimco Realty Corporation June 2006 - August 2006
Skills
Product Management, Financial Analysis, Mergers & Acquisitions, Entrepreneurship, Venture Capital, Investments, Valuation, Due Diligence, Private Equity, Financial Modeling, Start-ups, Strategy, Emerging Markets, Corporate Development
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Harvard University 2004 — 2008
AB, History
Phillips Academy Andover 2000 — 2004
Westlake International Group August 2014 - Present
FRENDS February 2014 - July 2014
Libre Design July 2013 - February 2014
VNDA June 2013 - September 2013
Zabzo December 2011 - November 2012
Equity One, Inc July 2009 - May 2011
Equity One, Inc July 2008 - July 2009
Lehman Brothers July 2007 - August 2007
Kimco Realty Corporation June 2006 - August 2006
Skills
Product Management, Financial Analysis, Mergers & Acquisitions, Entrepreneurship, Venture Capital, Investments, Valuation, Due Diligence, Private Equity, Financial Modeling, Start-ups, Strategy, Emerging Markets, Corporate Development
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Harvard University 2004 — 2008
AB, History
Phillips Academy Andover 2000 — 2004
Yidong Ding's Lehman Brothers Experience August 2000 - August 2008
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers August 2000 - August 2008
Skills
Equity Derivatives, Structured Products, Structuring, Fixed Income, Financial Structuring, Credit Derivatives, Hedge Funds, Bloomberg, Investment Banking, Capital Markets, Alternative Investments, Trading, Structured Finance, Derivatives, Options
Education
Harvard University 1993 — 1997
Bachelor's Degree, Computer Science
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Barclays Capital September 2008 - Present
Lehman Brothers August 2000 - August 2008
Skills
Equity Derivatives, Structured Products, Structuring, Fixed Income, Financial Structuring, Credit Derivatives, Hedge Funds, Bloomberg, Investment Banking, Capital Markets, Alternative Investments, Trading, Structured Finance, Derivatives, Options
Education
Harvard University 1993 — 1997
Bachelor's Degree, Computer Science
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Taylor Marlin's Lehman Brothers Experience July 2008 - Present
Job Associate at SunTrust Bank
Industry Financial Services
Experience
Lehman Brothers July 2008 - Present
Goldman Sachs July 2004 - May 2006
Education
Harvard University
Stanford University Graduate School of Business
M.B.A
Lehman Brothers July 2008 - Present
Goldman Sachs July 2004 - May 2006
Education
Harvard University
Stanford University Graduate School of Business
M.B.A
Dean Osterloh's Lehman Brothers Experience 1993 - 1996
Job President / Owner at D. Roland Equity, inc. / PuroClean Disaster Mitigation
Industry Real Estate
Experience
D. Roland Equity, inc. / PuroClean Disaster Mitigation November 2010 - Present
GE Real Estate August 2006 - June 2010
D. Roland Real Properties September 2003 - August 2006
Citigroup July 1999 - September 2003
Dresdner Kleinwort Benson 1998 - 1998
Lehman Brothers 1993 - 1996
Skills
Small Business, Mergers, New Business Development, Investments, Entrepreneurship, Due Diligence, Portfolio Management, Strategic Planning, Marketing Strategy, Negotiation, Valuation, Asset Managment, Mergers & Acquisitions, Contract Negotiation, Start-ups, Business Development, Business Planning
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance / Entrepreneurship
HEC Paris 1998 — 1998
IESE Business School 1998 — 1998
Nazareth College 1988 — 1993
BA/BS, German / Business Administration
The Julius Maximilians University of Würzburg 1991 — 1991
Goethe Institute 1990 — 1991
Technische Universität Carolo-Wilhelmina zu Braunschweig 1989 — 1989
La Salle Military Academy 1984 — 1988
Diploma
D. Roland Equity, inc. / PuroClean Disaster Mitigation November 2010 - Present
GE Real Estate August 2006 - June 2010
D. Roland Real Properties September 2003 - August 2006
Citigroup July 1999 - September 2003
Dresdner Kleinwort Benson 1998 - 1998
Lehman Brothers 1993 - 1996
Skills
Small Business, Mergers, New Business Development, Investments, Entrepreneurship, Due Diligence, Portfolio Management, Strategic Planning, Marketing Strategy, Negotiation, Valuation, Asset Managment, Mergers & Acquisitions, Contract Negotiation, Start-ups, Business Development, Business Planning
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance / Entrepreneurship
HEC Paris 1998 — 1998
IESE Business School 1998 — 1998
Nazareth College 1988 — 1993
BA/BS, German / Business Administration
The Julius Maximilians University of Würzburg 1991 — 1991
Goethe Institute 1990 — 1991
Technische Universität Carolo-Wilhelmina zu Braunschweig 1989 — 1989
La Salle Military Academy 1984 — 1988
Diploma
Eva Liu's Lehman Brothers Experience July 2008 - September 2008
Job
Industry Management Consulting
Experience
McKinsey & Company August 2013 - Present
eSpark Learning May 2013 - July 2013
McKinsey & Company May 2012 - August 2012
Barclays Capital March 2011 - July 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2008 - September 2008
Skills
Educational Technology, Educational Leadership, Valuation, Capital Markets, Start-ups, Investment Banking, Marketing Strategy, Fixed Income, Start-up Consulting, Pricing Strategy, Due Diligence, Public Education, Financial Modeling, Corporate Development
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration, Marketing and Operations Management
Harvard University 2004 — 2008
A.B., Government
McKinsey & Company August 2013 - Present
eSpark Learning May 2013 - July 2013
McKinsey & Company May 2012 - August 2012
Barclays Capital March 2011 - July 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2008 - September 2008
Skills
Educational Technology, Educational Leadership, Valuation, Capital Markets, Start-ups, Investment Banking, Marketing Strategy, Fixed Income, Start-up Consulting, Pricing Strategy, Due Diligence, Public Education, Financial Modeling, Corporate Development
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration, Marketing and Operations Management
Harvard University 2004 — 2008
A.B., Government
Sherif Hamid's Lehman Brothers Experience 2005 - 2008
Job Investment Banking Professional
Industry Investment Banking
Experience
Barclays Capital 2008 - Present
Lehman Brothers 2005 - 2008
Lehman Brothers 2005 - 2008
Lehman Brothers 2005 - 2008
Education
Harvard University 1994 — 1998
AB, Psychology and Economics
Barclays Capital 2008 - Present
Lehman Brothers 2005 - 2008
Lehman Brothers 2005 - 2008
Lehman Brothers 2005 - 2008
Education
Harvard University 1994 — 1998
AB, Psychology and Economics
Chang Wang's Lehman Brothers Experience May 1998 - September 2008
Job VP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers May 1998 - September 2008
Dow Jones Telerate September 1996 - May 1998
University of Essex September 1989 - September 1996
Skills
Tibco EMS, TIBCO Rendezvous, Oracle Coherence, Weblogic, Java Enterprise Edition, Microsoft SQL Server, Trading Systems, Middleware
Education
The University of Manchester 1984 — 1987
PhD, Computer Science
Hefei University of Technology
Bachelor of Science (BSc), Computer Science
Barclays Capital September 2008 - Present
Lehman Brothers May 1998 - September 2008
Dow Jones Telerate September 1996 - May 1998
University of Essex September 1989 - September 1996
Skills
Tibco EMS, TIBCO Rendezvous, Oracle Coherence, Weblogic, Java Enterprise Edition, Microsoft SQL Server, Trading Systems, Middleware
Education
The University of Manchester 1984 — 1987
PhD, Computer Science
Hefei University of Technology
Bachelor of Science (BSc), Computer Science
Irene Garber's Lehman Brothers Experience June 2003 - October 2008
Job Equity Derivatives Portfolio Manager
Industry Financial Services
Experience
Capstone Investment Advisors January 2013 - March 2014
Barclays Capital October 2008 - December 2012
Lehman Brothers June 2003 - October 2008
Swiss Re September 2005 - August 2006
Commerzbank March 2000 - June 2003
Maple Partners June 1999 - March 2003
Bankers Trust June 1997 - June 1999
Skills
Equity Derivatives, Trading, Derivatives, Equities, Capital Markets, Portfolio Management
Education
Harvard University
1997
Capstone Investment Advisors January 2013 - March 2014
Barclays Capital October 2008 - December 2012
Lehman Brothers June 2003 - October 2008
Swiss Re September 2005 - August 2006
Commerzbank March 2000 - June 2003
Maple Partners June 1999 - March 2003
Bankers Trust June 1997 - June 1999
Skills
Equity Derivatives, Trading, Derivatives, Equities, Capital Markets, Portfolio Management
Education
Harvard University
1997
Benjamin Fernandez's Lehman Brothers Experience July 2004 - February 2008
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays December 2013 - Present
Barclays Capital February 2011 - December 2013
Lehman / Barclays February 2008 - February 2011
Lehman Brothers July 2004 - February 2008
Lehman Brothers July 2002 - July 2004
Skills
ABS, Capital Markets, Fixed Income, Investment Banking
Education
Harvard University 1998 — 2002
Bachelor of Arts, Social Studies
Barclays December 2013 - Present
Barclays Capital February 2011 - December 2013
Lehman / Barclays February 2008 - February 2011
Lehman Brothers July 2004 - February 2008
Lehman Brothers July 2002 - July 2004
Skills
ABS, Capital Markets, Fixed Income, Investment Banking
Education
Harvard University 1998 — 2002
Bachelor of Arts, Social Studies
Brock Wolf's Lehman Brothers Experience 2002 - 2006
Job Executive Director at Natixis
Industry Financial Services
Experience
Natixis January 2013 - Present
Brevet Capital Management March 2011 - January 2013
NewOak Capital June 2009 - March 2011
Garrison Investment Group July 2008 - June 2009
UBS Investment Bank 2006 - 2008
Lehman Brothers 2002 - 2006
Skills
Structured Finance, Fixed Income, Hedge Funds, ABS, Securitization, Structured Products, Asset Managment, Capital Markets, Investment Banking, Finance, Financial Modeling
Education
Harvard University 1998 — 2002
AB, History
Natixis January 2013 - Present
Brevet Capital Management March 2011 - January 2013
NewOak Capital June 2009 - March 2011
Garrison Investment Group July 2008 - June 2009
UBS Investment Bank 2006 - 2008
Lehman Brothers 2002 - 2006
Skills
Structured Finance, Fixed Income, Hedge Funds, ABS, Securitization, Structured Products, Asset Managment, Capital Markets, Investment Banking, Finance, Financial Modeling
Education
Harvard University 1998 — 2002
AB, History
Jill Onyett's Lehman Brothers Experience July 2007 - April 2009
Job A.A.S., CCMA (NHA)
Industry Medical Practice
Experience
Parkside Family Medical Group March 2015 - September 2015
Heald College May 2013 - April 2015
Cirque du Soleil/Adecco November 2014 - January 2015
UCSF Neurology: Multiple Sclerosis/Memory and Aging Department October 2014 - December 2014
Neuberger Berman April 2009 - February 2013
Neuberger Berman April 2009 - February 2013
Lehman Brothers July 2007 - April 2009
Amgen Biotechnology/Act-1 Personnel Services September 2006 - December 2006
The Grubb Company September 2004 - June 2006
Alexander's Mobility Services September 2000 - January 2004
Skills
Medical Terminology, Medical Billing and..., Medical Administration, Anatomy, Psychology, Pharmacology, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Office Management, Calendaring, Front Office, Travel Arrangements, Spreadsheets, Human Resources, Marketing, Diary Management, Management, Customer Service, Public Speaking, Healthcare Management, Taking Vitals, Injections, Autoclave, Bandaging, Medical and Surgical..., EKG, Assisting Patients with..., Therapeutic..., Venipuncture, Research, Data Entry, Event Planning, Teaching, Leadership
Education
Heald College-San Francisco 2013 — 2015
still in school, Medical Assistant
Rochester College 1978 — 1980
none, Musical Theater
Parkside Family Medical Group March 2015 - September 2015
Heald College May 2013 - April 2015
Cirque du Soleil/Adecco November 2014 - January 2015
UCSF Neurology: Multiple Sclerosis/Memory and Aging Department October 2014 - December 2014
Neuberger Berman April 2009 - February 2013
Neuberger Berman April 2009 - February 2013
Lehman Brothers July 2007 - April 2009
Amgen Biotechnology/Act-1 Personnel Services September 2006 - December 2006
The Grubb Company September 2004 - June 2006
Alexander's Mobility Services September 2000 - January 2004
Skills
Medical Terminology, Medical Billing and..., Medical Administration, Anatomy, Psychology, Pharmacology, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Office Management, Calendaring, Front Office, Travel Arrangements, Spreadsheets, Human Resources, Marketing, Diary Management, Management, Customer Service, Public Speaking, Healthcare Management, Taking Vitals, Injections, Autoclave, Bandaging, Medical and Surgical..., EKG, Assisting Patients with..., Therapeutic..., Venipuncture, Research, Data Entry, Event Planning, Teaching, Leadership
Education
Heald College-San Francisco 2013 — 2015
still in school, Medical Assistant
Rochester College 1978 — 1980
none, Musical Theater
Paul Resnik's Lehman Brothers Experience 1992 - 1994
Job Director of Research at Uncommon Equities, Inc.
Industry Investment Management
Experience
Uncommon Equities, Inc. January 2012 - Present
RedChip Companies February 2011 - Present
Resnik Asset Management Co., Inc. February 1995 - Present
Olympia Capital Markets February 2009 - December 2010
Lehman Brothers 1992 - 1994
E.F. Hutton 1983 - 1987
Skills
Portfolio Management, Asset Management, Equity Research, Asset Managment, Financial Markets, Equities, Investments, Series 7, Securities, Series 63, Wealth Management, Investment Advisory, Financial Analysis, Valuation, Options, Investment Banking, Equity Valuation
Education
Hobart and William Smith Colleges 1965 — 1969
B.A., Economics
Uncommon Equities, Inc. January 2012 - Present
RedChip Companies February 2011 - Present
Resnik Asset Management Co., Inc. February 1995 - Present
Olympia Capital Markets February 2009 - December 2010
Lehman Brothers 1992 - 1994
E.F. Hutton 1983 - 1987
Skills
Portfolio Management, Asset Management, Equity Research, Asset Managment, Financial Markets, Equities, Investments, Series 7, Securities, Series 63, Wealth Management, Investment Advisory, Financial Analysis, Valuation, Options, Investment Banking, Equity Valuation
Education
Hobart and William Smith Colleges 1965 — 1969
B.A., Economics
Katherine Waldock's Lehman Brothers Experience June 2008 - August 2008
Job Ph.D. Candidate in Financial Economics
Industry Research
Experience
U.S. Census Bureau January 2014 - July 2015
JONES DAY® March 2013 - July 2015
NYU Stern School of Business September 2012 - November 2014
NYU Stern School of Business May 2014 - July 2014
NYU Stern School of Business February 2012 - May 2014
U.S. Department of the Treasury September 2013 - April 2014
National Bureau of Economic Research April 2013 - July 2013
Lehman Brothers June 2008 - August 2008
Skills
Research, Valuation, Financial Modeling, Economics, Stata, Python, Matlab, University Teaching, Corporate Finance, Corporate Law, Chapter 11, Distressed Debt
Education
New York University, Stern School of Business 2010 — 2016
Doctor of Philosophy (Ph.D.), Financial Economics
Harvard University 2005 — 2010
Bachelor of Arts (B.A.), Cum Laude, Economics
U.S. Census Bureau January 2014 - July 2015
JONES DAY® March 2013 - July 2015
NYU Stern School of Business September 2012 - November 2014
NYU Stern School of Business May 2014 - July 2014
NYU Stern School of Business February 2012 - May 2014
U.S. Department of the Treasury September 2013 - April 2014
National Bureau of Economic Research April 2013 - July 2013
Lehman Brothers June 2008 - August 2008
Skills
Research, Valuation, Financial Modeling, Economics, Stata, Python, Matlab, University Teaching, Corporate Finance, Corporate Law, Chapter 11, Distressed Debt
Education
New York University, Stern School of Business 2010 — 2016
Doctor of Philosophy (Ph.D.), Financial Economics
Harvard University 2005 — 2010
Bachelor of Arts (B.A.), Cum Laude, Economics
Bradley Katcher's Lehman Brothers Experience April 2001 - February 2005
Job Managing Director at Galatioto Sports Partners
Industry Investment Banking
Experience
Galatioto Sports Partners February 2005 - Present
Lehman Brothers April 2001 - February 2005
Societe Generale 1994 - 2001
Education
Haverford College 1989 — 1993
BA, Economics
Galatioto Sports Partners February 2005 - Present
Lehman Brothers April 2001 - February 2005
Societe Generale 1994 - 2001
Education
Haverford College 1989 — 1993
BA, Economics
Jack W Klein's Lehman Brothers Experience February 1985 - November 1994
Job VicePresident, Sales and Marketing, Advanced Recovery Inc.
Industry Environmental Services
Experience
Advanced Recovery Inc. November 2000 - Present
Lehman Brothers February 1985 - November 1994
Skills
Marketing Communications, Leadership, New Business Development, Nonprofits, Marketing, Strategic Planning, Social Media Marketing, Budgets, Team Building, Public Relations, Construction, Public Speaking, Fundraising, Public Policy, Business Strategy, Social Media, B2B, Grants, Entrepreneurship, Community Outreach, Non-profits, Advertising, Strategic Partnerships, Event Management, Project Management
Education
Boston University
Harvard College
French Language and Literature
Advanced Recovery Inc. November 2000 - Present
Lehman Brothers February 1985 - November 1994
Skills
Marketing Communications, Leadership, New Business Development, Nonprofits, Marketing, Strategic Planning, Social Media Marketing, Budgets, Team Building, Public Relations, Construction, Public Speaking, Fundraising, Public Policy, Business Strategy, Social Media, B2B, Grants, Entrepreneurship, Community Outreach, Non-profits, Advertising, Strategic Partnerships, Event Management, Project Management
Education
Boston University
Harvard College
French Language and Literature
David Hamilton Jeffries's Lehman Brothers Experience May 1985 - April 1999
Job Member, Board of Directors, EFactor Group
Industry Banking
Experience
Village of Pelham Manor April 2015 - Present
EFactor Group September 2015 - Present
Christ Church October 2014 - Present
Village of Pelham Manor October 2014 - April 2015
Royal Bank of Scotland July 2009 - August 2014
ABN AMRO May 2002 - July 2009
JPMorgan April 1999 - February 2001
Lehman Brothers May 1985 - April 1999
Skills
Capital Markets, Financial Structuring, Valuation, Investment Banking, Private Equity, Hedge Funds, Fixed Income, Management, Structured Finance, Financial Markets, Corporate Finance, Restructuring, Derivatives, Risk Management, Due Diligence, Banking, Leveraged Finance, Portfolio Management, Structured Products, Mergers & Acquisitions, Mergers, Financial Modeling, Emerging Markets, Equities
Education
Yale Law School 1981 — 1984
JD
Yale University 1979 — 1981
MA, Philosophical Theology
Haverford College 1975 — 1979
BA, Philosophy
Village of Pelham Manor April 2015 - Present
EFactor Group September 2015 - Present
Christ Church October 2014 - Present
Village of Pelham Manor October 2014 - April 2015
Royal Bank of Scotland July 2009 - August 2014
ABN AMRO May 2002 - July 2009
JPMorgan April 1999 - February 2001
Lehman Brothers May 1985 - April 1999
Skills
Capital Markets, Financial Structuring, Valuation, Investment Banking, Private Equity, Hedge Funds, Fixed Income, Management, Structured Finance, Financial Markets, Corporate Finance, Restructuring, Derivatives, Risk Management, Due Diligence, Banking, Leveraged Finance, Portfolio Management, Structured Products, Mergers & Acquisitions, Mergers, Financial Modeling, Emerging Markets, Equities
Education
Yale Law School 1981 — 1984
JD
Yale University 1979 — 1981
MA, Philosophical Theology
Haverford College 1975 — 1979
BA, Philosophy
David Blume's Lehman Brothers Experience October 1999 - January 2002
Job Managing Director at Edgemont Capital Partners
Industry Financial Services
Experience
Edgemont Capital Partners November 2001 - Present
Lehman Brothers October 1999 - January 2002
Bear Stearns March 1994 - October 1999
Skills
Mergers, Investment Banking, Valuation, Acquisitions, Divestitures, Due Diligence, Private Equity, Corporate Development, Venture Capital, Corporate Finance, Financial Modeling, Biotechnology, Healthcare, Financial Analysis, Business Strategy, Restructuring, Business Development, New Business Development, Strategic Planning, Start-ups
Education
Haverford College 1984 — 1988
BA, philosophy
Edgemont Capital Partners November 2001 - Present
Lehman Brothers October 1999 - January 2002
Bear Stearns March 1994 - October 1999
Skills
Mergers, Investment Banking, Valuation, Acquisitions, Divestitures, Due Diligence, Private Equity, Corporate Development, Venture Capital, Corporate Finance, Financial Modeling, Biotechnology, Healthcare, Financial Analysis, Business Strategy, Restructuring, Business Development, New Business Development, Strategic Planning, Start-ups
Education
Haverford College 1984 — 1988
BA, philosophy
Matthew Kennedy's Lehman Brothers Experience 2007 - 2009
Job Entrepreneur
Industry Financial Services
Experience
KeyBank March 2011 - June 2013
Best Buy 2009 - January 2012
Lehman Brothers 2007 - 2009
Deutsche Bank 2002 - 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investment Banking, Capital Markets, Equity Research, Bloomberg, Equities, Investments, Business Strategy, Portfolio Management, Due Diligence, Competitive Analysis, Mergers, Capital IQ, ThomsonOne, Banking, Finance, Strategic Planning, Strategy, Analytics, Business Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA, Management and Finance
HEC Paris 2007 — 2007
MBA, International Finance
Morehouse College 1999 — 2003
Bachelor of Arts, Business Administration- Finance
KeyBank March 2011 - June 2013
Best Buy 2009 - January 2012
Lehman Brothers 2007 - 2009
Deutsche Bank 2002 - 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investment Banking, Capital Markets, Equity Research, Bloomberg, Equities, Investments, Business Strategy, Portfolio Management, Due Diligence, Competitive Analysis, Mergers, Capital IQ, ThomsonOne, Banking, Finance, Strategic Planning, Strategy, Analytics, Business Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA, Management and Finance
HEC Paris 2007 — 2007
MBA, International Finance
Morehouse College 1999 — 2003
Bachelor of Arts, Business Administration- Finance
May Habib's Lehman Brothers Experience June 2007 - February 2009
Job Helping companies conquer global growth with qordoba.com
Industry Internet
Experience
Qordoba October 2011 - Present
World Economic Forum 2011 - Present
Mubadala Development Company February 2009 - October 2011
Lehman Brothers June 2007 - February 2009
Education
Harvard College
Harvard University
BA, Economics
Qordoba October 2011 - Present
World Economic Forum 2011 - Present
Mubadala Development Company February 2009 - October 2011
Lehman Brothers June 2007 - February 2009
Education
Harvard College
Harvard University
BA, Economics
Frank Kelly's Lehman Brothers Experience July 2007 - September 2008
Job analyst at Samlyn Capital, LLC
Industry Investment Management
Experience
Samlyn Capital, LLC January 2010 - Present
Barclays Capital September 2008 - January 2010
Lehman Brothers July 2007 - September 2008
Education
Harvard University 2003 — 2007
A.B., Mathematics
Samlyn Capital, LLC January 2010 - Present
Barclays Capital September 2008 - January 2010
Lehman Brothers July 2007 - September 2008
Education
Harvard University 2003 — 2007
A.B., Mathematics
Dickson McIntire's Lehman Brothers Experience 1985 - 2008
Job MD at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 1985 - 2008
IBM September 1980 - June 1985
Skills
Structured Finance, MBS, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Structured Products, Equities, Alternative Investments, Financial Modeling, Investments
Education
Harvard University 1976 — 1980
BA, History
Phillips Academy 1975 — 1976
Barclays Capital September 2008 - Present
Lehman Brothers 1985 - 2008
IBM September 1980 - June 1985
Skills
Structured Finance, MBS, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Structured Products, Equities, Alternative Investments, Financial Modeling, Investments
Education
Harvard University 1976 — 1980
BA, History
Phillips Academy 1975 — 1976
Jessica Pellegrini's Lehman Brothers Experience July 2008 - September 2008
Job Vice President at Barclays
Industry Capital Markets
Experience
Barclays January 2015 - Present
Barclays September 2008 - January 2015
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - August 2007
Skills
Series 7, Series 63, Series 3, Microsoft Office, Hedge Funds, Prime Brokerage, Capital Markets, Relationship Management, Alternative Investments, Equities, Bloomberg, Fixed Income, Portfolio Management, Valuation
Education
Harvard University 2004 — 2008
BA, Sociology, Government
Barclays January 2015 - Present
Barclays September 2008 - January 2015
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - August 2007
Skills
Series 7, Series 63, Series 3, Microsoft Office, Hedge Funds, Prime Brokerage, Capital Markets, Relationship Management, Alternative Investments, Equities, Bloomberg, Fixed Income, Portfolio Management, Valuation
Education
Harvard University 2004 — 2008
BA, Sociology, Government
Courtney (O'Brien) Yakavonis, CFA's Lehman Brothers Experience July 2008 - August 2008
Job Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley July 2009 - May 2013
Lehman Brothers July 2008 - August 2008
International Chamber of Commerce July 2007 - August 2007
Skills
Equity Derivatives, Volatility Arbitrage, Bloomberg, Volatility, Market Making, Equities, Economics, ETFs, Equity Trading, Derivatives, Options, Fundamental Analysis, Equity Research, Technical Analysis
Education
Harvard University 2005 — 2009
A.B., Applied Mathematics/Economics
Morgan Stanley June 2013 - Present
Morgan Stanley July 2009 - May 2013
Lehman Brothers July 2008 - August 2008
International Chamber of Commerce July 2007 - August 2007
Skills
Equity Derivatives, Volatility Arbitrage, Bloomberg, Volatility, Market Making, Equities, Economics, ETFs, Equity Trading, Derivatives, Options, Fundamental Analysis, Equity Research, Technical Analysis
Education
Harvard University 2005 — 2009
A.B., Applied Mathematics/Economics
Jeff Stein's Lehman Brothers Experience February 1980 - June 1985
Job Chairman & CEO at JMS Family Office
Industry Commercial Real Estate
Experience
JMS Family Office August 2001 - Present
CMB Companies June 1995 - May 2007
Law offices of Jeffrey Stein January 1988 - January 1993
Lehman Brothers February 1980 - June 1985
Skills
Private Equity, Due Diligence, Asset Managment, Investments, Alternative Investments, Venture Capital, Mergers, Family Office, Hedge Funds, Capital Markets, Joint Ventures, Financial Structuring, Valuation, Real Estate, Portfolio Management, Commercial Real Estate, Commercial Real Estate..., Finance, Debt, Asset Management, Real Estate Private...
Education
Harvard College
Master of Business Administration (MBA) KSB, Public Administration-International Development
University of California, Berkeley - School of Law
JD, International Business, Trade, and Tax Law
Yale University
Bachelor's degree, Majored in Economics
JMS Family Office August 2001 - Present
CMB Companies June 1995 - May 2007
Law offices of Jeffrey Stein January 1988 - January 1993
Lehman Brothers February 1980 - June 1985
Skills
Private Equity, Due Diligence, Asset Managment, Investments, Alternative Investments, Venture Capital, Mergers, Family Office, Hedge Funds, Capital Markets, Joint Ventures, Financial Structuring, Valuation, Real Estate, Portfolio Management, Commercial Real Estate, Commercial Real Estate..., Finance, Debt, Asset Management, Real Estate Private...
Education
Harvard College
Master of Business Administration (MBA) KSB, Public Administration-International Development
University of California, Berkeley - School of Law
JD, International Business, Trade, and Tax Law
Yale University
Bachelor's degree, Majored in Economics
David Wu, CFA's Lehman Brothers Experience 2004 - 2007
Job CMBS Analyst at OchZiff Capital
Industry Financial Services
Experience
Och-Ziff Capital Management 2012 - Present
Merrill Lynch 2010 - 2012
One William Street Capital 2008 - 2010
Deutsche Bank 2007 - 2008
Lehman Brothers 2004 - 2007
Education
Harvard University 1999 — 2001
Master, Economics/International Development
Och-Ziff Capital Management 2012 - Present
Merrill Lynch 2010 - 2012
One William Street Capital 2008 - 2010
Deutsche Bank 2007 - 2008
Lehman Brothers 2004 - 2007
Education
Harvard University 1999 — 2001
Master, Economics/International Development
Gordon Sweely's Lehman Brothers Experience 1990 - 2008
Job Managing Director at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities August 2011 - Present
Z Asset Advisors Group May 2009 - September 2011
Lehman Brothers 1990 - 2008
Education
Hobart and William Smith Colleges 1982 — 1986
BA
Nomura Securities August 2011 - Present
Z Asset Advisors Group May 2009 - September 2011
Lehman Brothers 1990 - 2008
Education
Hobart and William Smith Colleges 1982 — 1986
BA
Michael Coleman's Lehman Brothers Experience November 2000 - April 2002
Job Managing Director, Prime Brokerage Product Development at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2009 - Present
Merrill Lynch April 2002 - May 2010
Lehman Brothers November 2000 - April 2002
Skills
Hedge Funds, Prime Brokerage, Liquidity, Equities
Education
University of Chicago 1983 — 1985
MBA, Finance & Marketing
Harvard University 1977 — 1981
Bachelor's degree
JP Morgan October 2009 - Present
Merrill Lynch April 2002 - May 2010
Lehman Brothers November 2000 - April 2002
Skills
Hedge Funds, Prime Brokerage, Liquidity, Equities
Education
University of Chicago 1983 — 1985
MBA, Finance & Marketing
Harvard University 1977 — 1981
Bachelor's degree
Brian Zingale's Lehman Brothers Experience 2005 - 2006
Job Perry Creek Capital
Industry Investment Management
Experience
Perry Creek Capital October 2014 - Present
C12 Energy December 2010 - January 2015
ContourGlobal 2010 - June 2014
Reservoir Capital Group October 2006 - June 2014
Lehman Brothers 2005 - 2006
Skills
Private Equity, Hedge Funds, Entrepreneurship, Valuation, Financial Modeling, Venture Capital, Due Diligence, Investments, Equities, Emerging Markets
Education
Harvard University 2002 — 2005
A.B., Economics
Lincoln Sudbury
Perry Creek Capital October 2014 - Present
C12 Energy December 2010 - January 2015
ContourGlobal 2010 - June 2014
Reservoir Capital Group October 2006 - June 2014
Lehman Brothers 2005 - 2006
Skills
Private Equity, Hedge Funds, Entrepreneurship, Valuation, Financial Modeling, Venture Capital, Due Diligence, Investments, Equities, Emerging Markets
Education
Harvard University 2002 — 2005
A.B., Economics
Lincoln Sudbury
Matthew Bresnahan's Lehman Brothers Experience July 2008 - August 2008
Job Global Marketing Director at Burger King Corporation
Industry Marketing and Advertising
Experience
Burger King Corporation June 2011 - Present
Accenture October 2009 - June 2011
Lehman Brothers July 2008 - August 2008
Signet Capital Management Limited June 2007 - August 2007
K12 June 2006 - August 2006
Education
Harvard University 2005 — 2009
BA, Economics
Gonzaga High School 2001 — 2005
Burger King Corporation June 2011 - Present
Accenture October 2009 - June 2011
Lehman Brothers July 2008 - August 2008
Signet Capital Management Limited June 2007 - August 2007
K12 June 2006 - August 2006
Education
Harvard University 2005 — 2009
BA, Economics
Gonzaga High School 2001 — 2005
Scott Levy's Lehman Brothers Experience 2001 - 2008
Job Senior Research Fellow at Harvard University, John F. Kennedy School of Government
Industry Investment Banking
Experience
Klingenstein Fields Wealth Advisors July 2015 - Present
Harvard University, John F. Kennedy School of Government February 2014 - 2015
Barclays Capital September 2008 - January 2014
Lehman Brothers 2001 - 2008
JP Morgan & Co 1994 - 2001
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Credit Derivatives, Structured Products, Equity Derivatives, Prime Brokerage, Trading Systems, Electronic Trading, Interest Rate..., Financial Structuring, Valuation, High Yield, Private Equity, Emerging Markets, Corporate Finance, Financial Modeling
Education
Harvard College 1991 — 1994
AB, Economics
Spring Valley High School 1987 — 1990
Klingenstein Fields Wealth Advisors July 2015 - Present
Harvard University, John F. Kennedy School of Government February 2014 - 2015
Barclays Capital September 2008 - January 2014
Lehman Brothers 2001 - 2008
JP Morgan & Co 1994 - 2001
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Credit Derivatives, Structured Products, Equity Derivatives, Prime Brokerage, Trading Systems, Electronic Trading, Interest Rate..., Financial Structuring, Valuation, High Yield, Private Equity, Emerging Markets, Corporate Finance, Financial Modeling
Education
Harvard College 1991 — 1994
AB, Economics
Spring Valley High School 1987 — 1990
Rennie Scinto's Lehman Brothers Experience 1997 - 1998
Job Consultant at Rainin Group
Industry Financial Services
Experience
Rainin Group February 2012 - Present
Macquarie Group December 2010 - January 2012
Merrill Lynch May 2010 - October 2010
Pequot Capital 2006 - 2009
Endeavor Capital Advisors January 2005 - May 2006
Scinto Capital, LLC 2001 - 2004
Lehman Brothers 1997 - 1998
Federal Reserve Bank of New York 1994 - 1997
Skills
Hedge Funds, Equity Research, Equities, Asset Management, Investments
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Harvard College 1988 — 1992
AB, Government
Blind Brook High School 1984 — 1988
HS Diploma
Rainin Group February 2012 - Present
Macquarie Group December 2010 - January 2012
Merrill Lynch May 2010 - October 2010
Pequot Capital 2006 - 2009
Endeavor Capital Advisors January 2005 - May 2006
Scinto Capital, LLC 2001 - 2004
Lehman Brothers 1997 - 1998
Federal Reserve Bank of New York 1994 - 1997
Skills
Hedge Funds, Equity Research, Equities, Asset Management, Investments
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Harvard College 1988 — 1992
AB, Government
Blind Brook High School 1984 — 1988
HS Diploma
Donald Morrison's Lehman Brothers Experience August 2007 - September 2008
Job Governance, Risk, and Compliance Technology Consultant at RSA, The Security Division of EMC
Industry Computer Software
Experience
RSA, The Security Division of EMC March 2015 - Present
Barclays September 2012 - February 2015
Barclays September 2008 - September 2012
Lehman Brothers August 2007 - September 2008
Skills
Series 7, Series 63, Dodd-Frank, Regulatory Compliance, Regulatory Reporting, Capital Markets, Derivatives, Trading Systems, Project Management, Risk Management, Internal Controls, Operational Risk
Education
Hobart and William Smith Colleges 2004 — 2007
RSA, The Security Division of EMC March 2015 - Present
Barclays September 2012 - February 2015
Barclays September 2008 - September 2012
Lehman Brothers August 2007 - September 2008
Skills
Series 7, Series 63, Dodd-Frank, Regulatory Compliance, Regulatory Reporting, Capital Markets, Derivatives, Trading Systems, Project Management, Risk Management, Internal Controls, Operational Risk
Education
Hobart and William Smith Colleges 2004 — 2007
Randy Millen's Lehman Brothers Experience January 1998 - January 2001
Job Managing Partner at American Student Debt Solutions
Industry Consumer Services
Experience
American Student Debt Solutions September 2012 - Present
ING Financial Partners 2009 - September 2012
brookstreet 2003 - 2007
RBC Wealth Management January 2001 - October 2003
Lehman Brothers January 1998 - January 2001
PriceWaterhouseCoopers February 1985 - March 1990
Skills
Risk Management, Due Diligence, Portfolio Management, Investment Strategies, Management, Alternative Investments, Investments, Asset Managment, New Business Development, Valuation, Asset Management, Strategic Planning, Mergers & Acquisitions, Team Building
Education
Northeastern University 1983 — 1984
Accounting
Harvard University 1975 — 1979
BA, English
American Student Debt Solutions September 2012 - Present
ING Financial Partners 2009 - September 2012
brookstreet 2003 - 2007
RBC Wealth Management January 2001 - October 2003
Lehman Brothers January 1998 - January 2001
PriceWaterhouseCoopers February 1985 - March 1990
Skills
Risk Management, Due Diligence, Portfolio Management, Investment Strategies, Management, Alternative Investments, Investments, Asset Managment, New Business Development, Valuation, Asset Management, Strategic Planning, Mergers & Acquisitions, Team Building
Education
Northeastern University 1983 — 1984
Accounting
Harvard University 1975 — 1979
BA, English
Keith Radford's Lehman Brothers Experience June 2002 - June 2003
Job General Manager at Uber
Industry Internet
Experience
Gizmos Solutions, LLC June 2010 - August 2010
ING Real Estate August 2006 - June 2009
ING Clarion April 2004 - July 2006
Lehman Brothers June 2002 - June 2003
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance, International Business, Management and Strategy
Harvard University 1998 — 2002
B.A., Economcis
Gizmos Solutions, LLC June 2010 - August 2010
ING Real Estate August 2006 - June 2009
ING Clarion April 2004 - July 2006
Lehman Brothers June 2002 - June 2003
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance, International Business, Management and Strategy
Harvard University 1998 — 2002
B.A., Economcis
Huntington Tack Simmons's Lehman Brothers Experience 1992 - 1996
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
CRT Capital Group May 2005 - October 2011
UBS 2001 - 2005
Paine Webber 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Equity Trading, Equities, Trading, Series 24, Series 7, Series 63, Securities, Investments, Financial Markets, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Life Insurance, Mortgage Lending, Fixed Income, FINRA, Bloomberg, Derivatives, Capital Markets, Equity Research, Alternative Investments, Electronic Trading, Options, Hedge Funds, Risk Management, Bonds, Investment Banking, Trading Systems, Mutual Funds, Investment Strategies, Investment Management
Education
Harvard College 1985 — 1989
Bachelor of Arts, East Asian Studies
Groton School 1979 — 1984
CRT Capital Group May 2005 - October 2011
UBS 2001 - 2005
Paine Webber 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Equity Trading, Equities, Trading, Series 24, Series 7, Series 63, Securities, Investments, Financial Markets, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Life Insurance, Mortgage Lending, Fixed Income, FINRA, Bloomberg, Derivatives, Capital Markets, Equity Research, Alternative Investments, Electronic Trading, Options, Hedge Funds, Risk Management, Bonds, Investment Banking, Trading Systems, Mutual Funds, Investment Strategies, Investment Management
Education
Harvard College 1985 — 1989
Bachelor of Arts, East Asian Studies
Groton School 1979 — 1984
Marianna Fassinotti's Lehman Brothers Experience July 2001 - July 2005
Job Senior Vice President at D.E. Shaw & Co.
Industry Investment Management
Experience
The D. E. Shaw Group April 2015 - Present
Siguler Guff & Company August 2013 - April 2015
Siguler Guff & Company June 2009 - August 2013
UBS Investment Bank August 2007 - April 2009
Lehman Brothers July 2001 - July 2005
Skills
Private Equity, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Distressed Debt, Investments, Investment Strategies, Hedge Funds, Alternative Investments, Fund Of Funds, Structured Finance, Trading, Structured Products, Mutual Funds, Capital Markets, Equities, Investment Banking, Financial Analysis, Asset Management, Corporate Finance, Fixed Income
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Finance
Harvard University 1997 — 2001
BA, Government, Cum Laude
The D. E. Shaw Group April 2015 - Present
Siguler Guff & Company August 2013 - April 2015
Siguler Guff & Company June 2009 - August 2013
UBS Investment Bank August 2007 - April 2009
Lehman Brothers July 2001 - July 2005
Skills
Private Equity, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Distressed Debt, Investments, Investment Strategies, Hedge Funds, Alternative Investments, Fund Of Funds, Structured Finance, Trading, Structured Products, Mutual Funds, Capital Markets, Equities, Investment Banking, Financial Analysis, Asset Management, Corporate Finance, Fixed Income
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Finance
Harvard University 1997 — 2001
BA, Government, Cum Laude
Jessica Chiu's Lehman Brothers Experience June 2007 - August 2007
Job Strategic Partnerships at Spotify
Industry Internet
Experience
Spotify May 2013 - Present
LinkedIn June 2011 - May 2013
Netflix July 2010 - June 2011
UBS Investment Bank July 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Skills
Strategic Financial..., SQL, Data Analysis, Microsoft Excel, PowerPoint, Business Analysis, Mandarin, Cantonese, Financial Modeling, Investment Banking, Business Operations, Strategy, Strategic Partnerships, Valuation, Corporate Finance
Education
Harvard University 2004 — 2008
B.A., Economics; Minor in East Asian Studies
Spotify May 2013 - Present
LinkedIn June 2011 - May 2013
Netflix July 2010 - June 2011
UBS Investment Bank July 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Skills
Strategic Financial..., SQL, Data Analysis, Microsoft Excel, PowerPoint, Business Analysis, Mandarin, Cantonese, Financial Modeling, Investment Banking, Business Operations, Strategy, Strategic Partnerships, Valuation, Corporate Finance
Education
Harvard University 2004 — 2008
B.A., Economics; Minor in East Asian Studies
Rich McDermott, CMT's Lehman Brothers Experience 1993 - 1995
Job Managing Director Head of Middle Markets at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities August 2013 - Present
Lazard Capital Markets March 2008 - August 2013
Cowen and Company 2006 - 2008
Schottenfeld Group/Road Runner Partners 2000 - 2006
Cantor Weiss asset management/Bridgewater Partners 1995 - 2000
Lehman Brothers 1993 - 1995
Merrill Lynch 1990 - 1993
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Investments, Fixed Income, Trading, Equity Trading, Valuation, Chartered market...
Education
Hobart College
BA, Political Science
The Loyola School
Guggenheim Securities August 2013 - Present
Lazard Capital Markets March 2008 - August 2013
Cowen and Company 2006 - 2008
Schottenfeld Group/Road Runner Partners 2000 - 2006
Cantor Weiss asset management/Bridgewater Partners 1995 - 2000
Lehman Brothers 1993 - 1995
Merrill Lynch 1990 - 1993
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Investments, Fixed Income, Trading, Equity Trading, Valuation, Chartered market...
Education
Hobart College
BA, Political Science
The Loyola School
Matthew Gline's Lehman Brothers Experience 2007 - 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2014 - Present
fourthree 2012 - March 2014
Barclays Investment Bank 2008 - 2012
Lehman Brothers 2007 - 2008
Goldman Sachs 2006 - 2007
D. E. Shaw & Co. 2004 - 2004
Skills
Strategic Planning, Banking, Portfolio Management, Enterprise Risk..., Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Quantitative Analytics, Financial Risk, Equities, Mergers & Acquisitions
Education
Harvard University 2002 — 2006
BA, Physics
Goldman Sachs April 2014 - Present
fourthree 2012 - March 2014
Barclays Investment Bank 2008 - 2012
Lehman Brothers 2007 - 2008
Goldman Sachs 2006 - 2007
D. E. Shaw & Co. 2004 - 2004
Skills
Strategic Planning, Banking, Portfolio Management, Enterprise Risk..., Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Quantitative Analytics, Financial Risk, Equities, Mergers & Acquisitions
Education
Harvard University 2002 — 2006
BA, Physics
Mike Pura's Lehman Brothers Experience June 1981 - November 1985
Job
Industry
Experience
Southwest Securities January 2014 - August 2014
Knight Libertas Securities April 2008 - November 2011
Bank of America March 2002 - January 2008
Merrill Lynch May 1996 - January 2002
Credit Suisse First Boston December 1985 - May 1996
Lehman Brothers June 1981 - November 1985
Bank of America August 1979 - June 1981
Education
Harvard University 1975 — 1979
Bachelor's Degree, Political Science and Government
Southwest Securities January 2014 - August 2014
Knight Libertas Securities April 2008 - November 2011
Bank of America March 2002 - January 2008
Merrill Lynch May 1996 - January 2002
Credit Suisse First Boston December 1985 - May 1996
Lehman Brothers June 1981 - November 1985
Bank of America August 1979 - June 1981
Education
Harvard University 1975 — 1979
Bachelor's Degree, Political Science and Government
Robert Leary's Lehman Brothers Experience November 1979 - June 1982
Job President/CEO of Covalent Real Estate Advisors LLC
Industry Real Estate
Experience
Covalent Real Estate Advisors LLC Coldwell Banker Commercial NRTColdwell Banker CommercialJanuary 2001 - October 2013
CoreStates Bank June 1995 - February 2000
ComVest Associates, Inc. September 1985 - September 1994
Vita Capital February 1982 - September 1986
Lehman Brothers November 1979 - June 1982
Merrill Lynch June 1976 - November 1979
Education
Harvard University
The University of Connecticut
Bachelor of Science (BS), English/Business
Covalent Real Estate Advisors LLC Coldwell Banker Commercial NRTColdwell Banker CommercialJanuary 2001 - October 2013
CoreStates Bank June 1995 - February 2000
ComVest Associates, Inc. September 1985 - September 1994
Vita Capital February 1982 - September 1986
Lehman Brothers November 1979 - June 1982
Merrill Lynch June 1976 - November 1979
Education
Harvard University
The University of Connecticut
Bachelor of Science (BS), English/Business
Samuel Benjamin Smolley's Lehman Brothers Experience June 2007 - June 2008
Job Assistant Vice President at PCIX Inc
Industry Venture Capital & Private Equity
Experience
PCIX Inc July 2015 - Present
Lehman Brothers June 2007 - June 2008
Skills
Strategic Partnerships, Investors, Start-ups, Business Strategy, Entrepreneurship, Risk Management
Education
Harvard College 2001 — 2005
B.A., Government and East Asian Studies
Hillel 1996 — 2001
PCIX Inc July 2015 - Present
Lehman Brothers June 2007 - June 2008
Skills
Strategic Partnerships, Investors, Start-ups, Business Strategy, Entrepreneurship, Risk Management
Education
Harvard College 2001 — 2005
B.A., Government and East Asian Studies
Hillel 1996 — 2001
Marylin Gonzalez's Lehman Brothers Experience March 2005 - September 2008
Job Regional Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management August 2009 - Present
Barclays Wealth and Investment Management September 2008 - July 2011
Lehman Brothers March 2005 - September 2008
Education
Harvard University 1996 — 2000
Bachelor of Arts (BA), Political Science and Government
Barclays Wealth and Investment Management August 2009 - Present
Barclays Wealth and Investment Management September 2008 - July 2011
Lehman Brothers March 2005 - September 2008
Education
Harvard University 1996 — 2000
Bachelor of Arts (BA), Political Science and Government
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS