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
Justin McNichol Justin McNichol's Lehman Brothers Experience January 2000 - August 2008
Job CSR / SDA Team Lead at Computer Services, Inc.
Industry Information Technology and Services
Experience
Computer Services, Inc. June 2013 - Present
My Custom Tech June 2012 - Present
Best Buy / Geek Squad August 2008 - June 2012
Lehman Brothers January 2000 - August 2008
Skills
Globally familiar with..., Servers, Network Administration, Data Center, Technical Support, System Administration, Networking, Software Installation, Network Design, Help Desk Support, Training, Mobile Devices, Budgets, Wireless Networking
Education
Johnson County Community College 1999 — 2000
Computer Studies
Pomona High School 1996 — 1999
Diploma, All Areas
Computer Services, Inc. June 2013 - Present
My Custom Tech June 2012 - Present
Best Buy / Geek Squad August 2008 - June 2012
Lehman Brothers January 2000 - August 2008
Skills
Globally familiar with..., Servers, Network Administration, Data Center, Technical Support, System Administration, Networking, Software Installation, Network Design, Help Desk Support, Training, Mobile Devices, Budgets, Wireless Networking
Education
Johnson County Community College 1999 — 2000
Computer Studies
Pomona High School 1996 — 1999
Diploma, All Areas
Ratna Goradia Ratna Goradia's Lehman Brothers Experience May 2007 - February 2008
Job Manager at New York Post
Industry Research
Experience
New York Post March 2015 - Present
MEC 2013 - February 2015
Roubini Global Economics May 2013 - September 2013
John Dunham and Associates March 2012 - July 2012
Lehman Brothers May 2007 - February 2008
Skills
Lyx, Matlab, Excel, Econometrics, Stata, Economic Research, Economics, Statistics, Eviews, Microsoft Excel, International Economics, SPSS, Microeconomics, Analysis, SAS, Development Economics, R, Political Economy, LyX
Education
The New School 2011 — 2013
Master's degree, Economics
Jai Hind College
Bachelor's degree, Economics
New York Post March 2015 - Present
MEC 2013 - February 2015
Roubini Global Economics May 2013 - September 2013
John Dunham and Associates March 2012 - July 2012
Lehman Brothers May 2007 - February 2008
Skills
Lyx, Matlab, Excel, Econometrics, Stata, Economic Research, Economics, Statistics, Eviews, Microsoft Excel, International Economics, SPSS, Microeconomics, Analysis, SAS, Development Economics, R, Political Economy, LyX
Education
The New School 2011 — 2013
Master's degree, Economics
Jai Hind College
Bachelor's degree, Economics
Bailey QG Bailey QG's Lehman Brothers Experience September 2006 - January 2007
Job Senior Job Development Specialist at
Industry Human Resources
Experience
Non-Profit Organization November 2009 - November 2009
The Doe Fund July 2008 - November 2009
Forest Laboratories June 2007 - September 2007
Lehman Brothers September 2006 - January 2007
Columbia University August 2002 - June 2006
Time Inc September 2001 - May 2002
Skills
Recruiting, Community Outreach, Career Counseling, Non-profits, Deferred Compensation, Coaching, Training, Employee Benefits, Talent Acquisition, Onboarding, Career Development, Leadership Development, Human Resources, Interviews, Workforce Development, Workshop Facilitation, Management, Resume Writing, Succession Planning, New Hire Orientations, Time Management, Employee Relations, Benefits Administration, HRIS, Hiring, Payroll, College Recruiting, HR Consulting, Nonprofits, Workforce Planning, Talent Management, Personnel Management, Staff Development, Executive Search, HR Policies, Applicant Tracking..., Technical Recruiting, Performance Management, Employee Training, Employee Engagement, Organizational...
Education
St. Joseph's College 2006 — 2007
Masters, Human Resources Management
New York University 1999 — 2004
BA, Organizational Behavior and Communications
Iona College 1991 — 1995
Non-Profit Organization November 2009 - November 2009
The Doe Fund July 2008 - November 2009
Forest Laboratories June 2007 - September 2007
Lehman Brothers September 2006 - January 2007
Columbia University August 2002 - June 2006
Time Inc September 2001 - May 2002
Skills
Recruiting, Community Outreach, Career Counseling, Non-profits, Deferred Compensation, Coaching, Training, Employee Benefits, Talent Acquisition, Onboarding, Career Development, Leadership Development, Human Resources, Interviews, Workforce Development, Workshop Facilitation, Management, Resume Writing, Succession Planning, New Hire Orientations, Time Management, Employee Relations, Benefits Administration, HRIS, Hiring, Payroll, College Recruiting, HR Consulting, Nonprofits, Workforce Planning, Talent Management, Personnel Management, Staff Development, Executive Search, HR Policies, Applicant Tracking..., Technical Recruiting, Performance Management, Employee Training, Employee Engagement, Organizational...
Education
St. Joseph's College 2006 — 2007
Masters, Human Resources Management
New York University 1999 — 2004
BA, Organizational Behavior and Communications
Iona College 1991 — 1995
Amy Junker Amy Junker's Lehman Brothers Experience April 2001 - March 2003
Job Head of Global Corporate Access/Associate Director of Research at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Robert W. Baird & Co. January 2006 - December 2011
Robert W. Baird & Co. March 2003 - January 2006
Lehman Brothers April 2001 - March 2003
William Blair & Company December 1999 - April 2001
Skills
Equity Research, Research, Recruiting, Valuation, Financial Modeling, Equities, Capital Markets, Series 7, Equity Valuation, Economics, Financial Analysis, Bloomberg, Business Valuation, Securities, Mutual Funds
Education
Indiana University Bloomington 1997 — 1999
Master's degree, Mathematics
Kalamazoo College 1993 — 1997
Bachelor's degree, Mathematics
Robert W. Baird & Co. September 2011 - Present
Robert W. Baird & Co. January 2006 - December 2011
Robert W. Baird & Co. March 2003 - January 2006
Lehman Brothers April 2001 - March 2003
William Blair & Company December 1999 - April 2001
Skills
Equity Research, Research, Recruiting, Valuation, Financial Modeling, Equities, Capital Markets, Series 7, Equity Valuation, Economics, Financial Analysis, Bloomberg, Business Valuation, Securities, Mutual Funds
Education
Indiana University Bloomington 1997 — 1999
Master's degree, Mathematics
Kalamazoo College 1993 — 1997
Bachelor's degree, Mathematics
Heather Snider Heather Snider's Lehman Brothers Experience April 1995 - September 1997
Job Program Manager at Eyefinity
Industry Information Technology and Services
Experience
Eyefinity January 2012 - Present
State Street March 2004 - March 2009
State Street August 2002 - February 2004
State Street August 1999 - April 2002
Credit Suisse September 1997 - July 1999
Lehman Brothers April 1995 - September 1997
Skills
Agile Project Management, Certified Scrum Master..., Scrum, SDLC, Team Building, Resource Management, Software Implementation, Business Intelligence, PMP, PMI, Awesomeness, Finance, Healthcare, Software Project..., Product Management, Strategy, Management, Program Management, Cross-functional Team..., Project Management
Education
Indiana University-Purdue University at Indianapolis 1988 — 1990
Eyefinity January 2012 - Present
State Street March 2004 - March 2009
State Street August 2002 - February 2004
State Street August 1999 - April 2002
Credit Suisse September 1997 - July 1999
Lehman Brothers April 1995 - September 1997
Skills
Agile Project Management, Certified Scrum Master..., Scrum, SDLC, Team Building, Resource Management, Software Implementation, Business Intelligence, PMP, PMI, Awesomeness, Finance, Healthcare, Software Project..., Product Management, Strategy, Management, Program Management, Cross-functional Team..., Project Management
Education
Indiana University-Purdue University at Indianapolis 1988 — 1990
Stuart Alexander, CTS Stuart Alexander, CTS's Lehman Brothers Experience December 2001 - February 2003
Job Manager, Audio Visual at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds September 2011 - Present
Morgan Stanley February 2003 - September 2011
Technical Operations December 2001 - September 2011
Lehman Brothers December 2001 - February 2003
Skills
Video Conferencing, Streaming Media, Multimedia, IPTV, Audio Engineering, Cisco Technologies, Wireless Networking, Cabling, Telecommunications, Integration, Troubleshooting, Switches, Leadership, Management, Program Management, Microsoft Office, Data Center
Education
University of Maryland College Park
Bachelor of Arts, Film and Video Production
Future Media Concepts
Video Editing Certification
Institute of Audio Research
Video Technology Program
OppenheimerFunds September 2011 - Present
Morgan Stanley February 2003 - September 2011
Technical Operations December 2001 - September 2011
Lehman Brothers December 2001 - February 2003
Skills
Video Conferencing, Streaming Media, Multimedia, IPTV, Audio Engineering, Cisco Technologies, Wireless Networking, Cabling, Telecommunications, Integration, Troubleshooting, Switches, Leadership, Management, Program Management, Microsoft Office, Data Center
Education
University of Maryland College Park
Bachelor of Arts, Film and Video Production
Future Media Concepts
Video Editing Certification
Institute of Audio Research
Video Technology Program
Karina Eichenberg Karina Eichenberg's Lehman Brothers Experience April 2006 - April 2008
Job Investor Relations at Tudor Investment Corporation
Industry Financial Services
Experience
Tudor Investment Corporation April 2008 - Present
Lehman Brothers April 2006 - April 2008
Merrill Lynch September 1998 - September 2003
RBC Dominion Securities June 1996 - September 1998
ARTHUR ANDERSEN LLP September 1993 - May 1996
Skills
Investor Relations, Hedge Funds, Equity Derivatives, Financial Markets, Prime Brokerage, Alternative Investments, Equities, Capital Markets, Fixed Income, Bloomberg, Equity Research, Asset Management, Private Equity, Derivatives, Investment Banking, Emerging Markets, Valuation, Fund Of Funds, Investments, Trading, Portfolio Management, Options, Financial Modeling
Education
The University of Western Ontario - Richard Ivey School of Business 1989 — 1993
BA, Honors Business Administration, Business
Tudor Investment Corporation April 2008 - Present
Lehman Brothers April 2006 - April 2008
Merrill Lynch September 1998 - September 2003
RBC Dominion Securities June 1996 - September 1998
ARTHUR ANDERSEN LLP September 1993 - May 1996
Skills
Investor Relations, Hedge Funds, Equity Derivatives, Financial Markets, Prime Brokerage, Alternative Investments, Equities, Capital Markets, Fixed Income, Bloomberg, Equity Research, Asset Management, Private Equity, Derivatives, Investment Banking, Emerging Markets, Valuation, Fund Of Funds, Investments, Trading, Portfolio Management, Options, Financial Modeling
Education
The University of Western Ontario - Richard Ivey School of Business 1989 — 1993
BA, Honors Business Administration, Business
Dawn Caputo-Davison Dawn Caputo-Davison's Lehman Brothers Experience June 1998 - March 2000
Job Mortgage Loan Transaction Management/Due Diligence
Industry Financial Services
Experience
RBC Capital Markets April 2011 - February 2012
Merrill Lynch October 2006 - August 2008
Barclays Capital 2004 - 2006
Credit Suisse First Boston March 2000 - March 2004
Lehman Brothers June 1998 - March 2000
Skills
SBO 2000, Whole Loan Accounting, Residential Mortgage..., Residential Mortgage..., Residential Mortgage..., Project Management, Microsoft Excel, Microsoft Access, Microsoft Project, Microsoft Word
Education
Ithaca College 1993 — 1997
Bachelor of Science (B.S.), Administration of Health Services
RBC Capital Markets April 2011 - February 2012
Merrill Lynch October 2006 - August 2008
Barclays Capital 2004 - 2006
Credit Suisse First Boston March 2000 - March 2004
Lehman Brothers June 1998 - March 2000
Skills
SBO 2000, Whole Loan Accounting, Residential Mortgage..., Residential Mortgage..., Residential Mortgage..., Project Management, Microsoft Excel, Microsoft Access, Microsoft Project, Microsoft Word
Education
Ithaca College 1993 — 1997
Bachelor of Science (B.S.), Administration of Health Services
Regina Hammond, MS, RD Regina Hammond, MS, RD's Lehman Brothers Experience November 2005 - September 2008
Job Tactial Sports Dietitian at EXOS
Industry Health, Wellness and Fitness
Experience
EXOS June 2015 - Present
Trismarter.com December 2008 - Present
Pikes Peak Community College August 2013 - Present
Eating Disorder Center of Denver October 2014 - June 2015
Colorado College December 2014 - January 2015
Fit4D.com October 2008 - May 2009
NYSC Town Sports International March 2002 - May 2009
Lehman Brothers November 2005 - September 2008
PlusOne January 2002 - September 2008
The NewsMarket 2003 - 2005
Skills
Sports, Social Media, Public Speaking, Sports nutrition, Dietetics, Wheat Free, Celiac Disease, Weight Loss Coaching, Triathlon, Endurance, Trail Running, Diet Planning, Nutrition Research, Paleo Diet, Lipid Metabolism
Education
University of Colorado at Colorado Springs 2009 — 2012
MS, Sport Nutrition
Ithaca College 1992 — 1996
BS of Science, Television/Radio & Psychology
EXOS June 2015 - Present
Trismarter.com December 2008 - Present
Pikes Peak Community College August 2013 - Present
Eating Disorder Center of Denver October 2014 - June 2015
Colorado College December 2014 - January 2015
Fit4D.com October 2008 - May 2009
NYSC Town Sports International March 2002 - May 2009
Lehman Brothers November 2005 - September 2008
PlusOne January 2002 - September 2008
The NewsMarket 2003 - 2005
Skills
Sports, Social Media, Public Speaking, Sports nutrition, Dietetics, Wheat Free, Celiac Disease, Weight Loss Coaching, Triathlon, Endurance, Trail Running, Diet Planning, Nutrition Research, Paleo Diet, Lipid Metabolism
Education
University of Colorado at Colorado Springs 2009 — 2012
MS, Sport Nutrition
Ithaca College 1992 — 1996
BS of Science, Television/Radio & Psychology
James Parascandola's Lehman Brothers Experience 1997 - 1999
Job Credit & OTC Derivaitves/DoddFrank/Clearing & Execution
Industry Banking
Experience
State Street January 2014 - December 2014
State Street July 2013 - January 2014
Sapient Global Markets July 2012 - March 2013
MF Global November 2009 - November 2011
Moody's 2008 - 2009
DerivativeFitch January 2007 - January 2008
Barclays Capital August 2002 - May 2005
Barclays Bank 2002 - 2005
Banca Commerciale Italiana July 1999 - January 2002
Lehman Brothers 1997 - 1999
Skills
Derivatives, Credit Derivatives, Credit, Risk Management, CDS, Trading, ISDA, Fixed Income, Bonds, Credit Risk, Banking, Structured Products, Securitization, Portfolio Management, Credit Analysis, Bloomberg, Asset Management, Hedge Funds, Financial Analysis, Financial Modeling, Securities, Risk, Valuation, Structuring, Series 7, CDO, Swaps, Operational Risk, Rates, Market Risk, Electronic Trading, Debt, Analysis, Capital Markets, FX Options, Interest Rate..., Dodd-Frank, Options, Financial Markets, Equities, Trading Systems, Financial Services, Alternative Investments, Investments, Management, Collateral Management, Financial Risk, Financial Structuring
Education
James Madison University - College of Business 1991 — 1995
Bachelor of Business Administration (B.B.A.), Economics and Finance
James Madison University
State Street January 2014 - December 2014
State Street July 2013 - January 2014
Sapient Global Markets July 2012 - March 2013
MF Global November 2009 - November 2011
Moody's 2008 - 2009
DerivativeFitch January 2007 - January 2008
Barclays Capital August 2002 - May 2005
Barclays Bank 2002 - 2005
Banca Commerciale Italiana July 1999 - January 2002
Lehman Brothers 1997 - 1999
Skills
Derivatives, Credit Derivatives, Credit, Risk Management, CDS, Trading, ISDA, Fixed Income, Bonds, Credit Risk, Banking, Structured Products, Securitization, Portfolio Management, Credit Analysis, Bloomberg, Asset Management, Hedge Funds, Financial Analysis, Financial Modeling, Securities, Risk, Valuation, Structuring, Series 7, CDO, Swaps, Operational Risk, Rates, Market Risk, Electronic Trading, Debt, Analysis, Capital Markets, FX Options, Interest Rate..., Dodd-Frank, Options, Financial Markets, Equities, Trading Systems, Financial Services, Alternative Investments, Investments, Management, Collateral Management, Financial Risk, Financial Structuring
Education
James Madison University - College of Business 1991 — 1995
Bachelor of Business Administration (B.B.A.), Economics and Finance
James Madison University
Mark DeRugeriis Mark DeRugeriis's Lehman Brothers Experience 1989 - 1990
Job Chief Operating Officer
Industry Computer Software
Experience
Assessment Innovation, Inc. July 2013 - Present
Romulus Advisors March 2005 - July 2013
Bayshore Partners, LLC December 2006 - December 2011
Blue Chip Bloodstock May 2003 - November 2006
Mitsubishi UFJ Trust & Banking Corporation 1999 - 2003
Bank of Tokyo-Mitsubishi UFJ 1994 - 1999
Sumitomo Mitsui Banking Corporation 1992 - 1994
National Westminster Bank 1990 - 1992
Lehman Brothers 1989 - 1990
Skills
Financial Accounting, Small Business..., Venture Capital, Capital Budgeting, Capital Structure, Divestitures, Financial Analysis, Financial Reporting, Financial Modeling, Financial Management, Financials, Financial Advisory, Advisory, Corporate Advisory, Marketing Strategy, Business Strategy, Corporate Development, Accounting, Managerial Finance, Entrepreneurship, Management, Leadership, Mergers & Acquisitions, Corporate Finance, Investments, Risk Management, Finance, Portfolio Management, Restructuring, Valuation, Project Finance, Capital Markets, Structured Finance, Hedge Funds, Investment Banking, Fixed Income, Equities, Derivatives, Bloomberg, Securities, Financial Structuring, Asset Management, Private Equity, Financial Services, Business Valuation, Leveraged Finance, Trading, Emerging Markets, Financial Risk, Banking
Education
Pace University 1993 — 1995
MBA, Finance and Financial Management Services
Ithaca College
Bachelor of Science, Finance, General
Assessment Innovation, Inc. July 2013 - Present
Romulus Advisors March 2005 - July 2013
Bayshore Partners, LLC December 2006 - December 2011
Blue Chip Bloodstock May 2003 - November 2006
Mitsubishi UFJ Trust & Banking Corporation 1999 - 2003
Bank of Tokyo-Mitsubishi UFJ 1994 - 1999
Sumitomo Mitsui Banking Corporation 1992 - 1994
National Westminster Bank 1990 - 1992
Lehman Brothers 1989 - 1990
Skills
Financial Accounting, Small Business..., Venture Capital, Capital Budgeting, Capital Structure, Divestitures, Financial Analysis, Financial Reporting, Financial Modeling, Financial Management, Financials, Financial Advisory, Advisory, Corporate Advisory, Marketing Strategy, Business Strategy, Corporate Development, Accounting, Managerial Finance, Entrepreneurship, Management, Leadership, Mergers & Acquisitions, Corporate Finance, Investments, Risk Management, Finance, Portfolio Management, Restructuring, Valuation, Project Finance, Capital Markets, Structured Finance, Hedge Funds, Investment Banking, Fixed Income, Equities, Derivatives, Bloomberg, Securities, Financial Structuring, Asset Management, Private Equity, Financial Services, Business Valuation, Leveraged Finance, Trading, Emerging Markets, Financial Risk, Banking
Education
Pace University 1993 — 1995
MBA, Finance and Financial Management Services
Ithaca College
Bachelor of Science, Finance, General
Alfredo Hernandez Arroyo Alfredo Hernandez Arroyo's Lehman Brothers Experience July 2001 - January 2005
Job Quantitative Equities at Arrowgrass Capital Partners LLP
Industry Financial Services
Experience
Arrowgrass Capital Partners LLP July 2014 - Present
Charles Schwab July 2012 - July 2013
V & N Trading LLC October 2012 - June 2013
Merrill Lynch August 2007 - August 2012
Tribeca February 2005 - July 2007
Tribeca Global Management 2005 - 2007
Lehman Brothers July 2001 - January 2005
Skills
Equities, Equity Derivatives, Trading, Quantitative Investing, Proprietary Trading, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Quantitative Research, Options, Portfolio Management, Financial Modeling, Quantitative Finance, Trading Strategies, Research
Education
New York University 1996 — 2001
PhD, Economics
Instituto Tecnológico Autónomo de México 1990 — 1994
Licenciatura, Economia
Universidad Panamericana 1987 — 1990
Preparatoria, High School/Secondary Diplomas and Certificates
Arrowgrass Capital Partners LLP July 2014 - Present
Charles Schwab July 2012 - July 2013
V & N Trading LLC October 2012 - June 2013
Merrill Lynch August 2007 - August 2012
Tribeca February 2005 - July 2007
Tribeca Global Management 2005 - 2007
Lehman Brothers July 2001 - January 2005
Skills
Equities, Equity Derivatives, Trading, Quantitative Investing, Proprietary Trading, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Quantitative Research, Options, Portfolio Management, Financial Modeling, Quantitative Finance, Trading Strategies, Research
Education
New York University 1996 — 2001
PhD, Economics
Instituto Tecnológico Autónomo de México 1990 — 1994
Licenciatura, Economia
Universidad Panamericana 1987 — 1990
Preparatoria, High School/Secondary Diplomas and Certificates
Kristen Rizzo Kristen Rizzo's Lehman Brothers Experience June 2005 - September 2008
Job Account Manager at Winston Benefits
Industry Human Resources
Experience
Winston Benefits Inc July 2010 - Present
Booz Allen Hamilton February 2009 - July 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers June 2005 - September 2008
CDW July 2004 - May 2005
Skills
Human Resources, Employee Benefits, Benefits Administration, PeopleSoft, Vendor Management, Project Management, Microsoft Excel, Access, Process Improvement, Outlook, Insurance, PowerPoint, Onboarding, HRIS, Business Analysis, Employee Relations, Performance Management, Recruiting, SDLC, Applicant Tracking...
Education
Iona College 2000 — 2004
Bachelor, Business Administration
Winston Benefits Inc July 2010 - Present
Booz Allen Hamilton February 2009 - July 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers June 2005 - September 2008
CDW July 2004 - May 2005
Skills
Human Resources, Employee Benefits, Benefits Administration, PeopleSoft, Vendor Management, Project Management, Microsoft Excel, Access, Process Improvement, Outlook, Insurance, PowerPoint, Onboarding, HRIS, Business Analysis, Employee Relations, Performance Management, Recruiting, SDLC, Applicant Tracking...
Education
Iona College 2000 — 2004
Bachelor, Business Administration
Ajay Anand Ajay Anand's Lehman Brothers Experience 2007 - 2007
Job Consultant at Apple
Industry Computer Software
Experience
Apple May 2012 - Present
Tech Mahindra August 2006 - Present
Google June 2010 - May 2012
AT&T Wireless June 2009 - May 2010
BNP Paribas November 2007 - November 2008
Lehman Brothers 2007 - 2007
Professional Access Pvt. Ltd.(part of 3i InfoTech Limited) May 2005 - July 2006
Datamatics Limited February 2005 - May 2005
Anlage InfoTech (India) Pvt. Ltd January 2004 - January 2005
RK Insulation December 2001 - December 2003
Skills
Spring, JDBC, Hibernate, Servlets, XML, JavaScript, JMS, Eclipse, Weblogic, CVS, VSS, EJB, JSP, Java Enterprise Edition
Education
Southern New Hampshire University 2005 — 2007
MBA, Finance
C-Dac [NCST] 2002 — 2003
PGDIT, IT
St. Xavier's College 1999 — 2002
B.Sc., Computer Application
Indira Gandhi National Open University 1998 — 2001
B.A., Public Administration
Apple May 2012 - Present
Tech Mahindra August 2006 - Present
Google June 2010 - May 2012
AT&T Wireless June 2009 - May 2010
BNP Paribas November 2007 - November 2008
Lehman Brothers 2007 - 2007
Professional Access Pvt. Ltd.(part of 3i InfoTech Limited) May 2005 - July 2006
Datamatics Limited February 2005 - May 2005
Anlage InfoTech (India) Pvt. Ltd January 2004 - January 2005
RK Insulation December 2001 - December 2003
Skills
Spring, JDBC, Hibernate, Servlets, XML, JavaScript, JMS, Eclipse, Weblogic, CVS, VSS, EJB, JSP, Java Enterprise Edition
Education
Southern New Hampshire University 2005 — 2007
MBA, Finance
C-Dac [NCST] 2002 — 2003
PGDIT, IT
St. Xavier's College 1999 — 2002
B.Sc., Computer Application
Indira Gandhi National Open University 1998 — 2001
B.A., Public Administration
Harry Joseph Escobar Harry Joseph Escobar's Lehman Brothers Experience 1991 - 1998
Job Winning results through structured analysis
Industry Capital Markets
Experience
Prudential Financial February 2012 - Present
Harry J Escobar Associates October 2011 - Present
Cygni Securities, LLC August 2011 - October 2011
Credit Suisse 2007 - 2011
UBS 2004 - 2007
Merrill Lynch 1998 - 2003
Lehman Brothers 1991 - 1998
Citibank 1985 - 1991
Skills
Spanish, Languages, Fixed Income, Asset Management, Securities, Compliance, Series 7, Mutual Funds, Investments, Equities
Education
Iona College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Operations Research and Finance
Prudential Financial February 2012 - Present
Harry J Escobar Associates October 2011 - Present
Cygni Securities, LLC August 2011 - October 2011
Credit Suisse 2007 - 2011
UBS 2004 - 2007
Merrill Lynch 1998 - 2003
Lehman Brothers 1991 - 1998
Citibank 1985 - 1991
Skills
Spanish, Languages, Fixed Income, Asset Management, Securities, Compliance, Series 7, Mutual Funds, Investments, Equities
Education
Iona College
BA, Mathematics
New York University - Leonard N. Stern School of Business
MBA, Operations Research and Finance
Jeff Burke Jeff Burke's Lehman Brothers Experience 1989 - 1992
Job Director of Online Development at Realty Austin, REALTOR
Industry Real Estate
Experience
Realty Austin April 2015 - Present
Nino Properties April 2013 - June 2015
NuHabitat July 2012 - June 2015
PAK Interests, Ltd. 2001 - April 2011
Block Trading, Inc. 1994 - 1999
Texas Capital Securities 1992 - 1994
Lehman Brothers 1989 - 1992
Skills
Product Development, Communications Strategy, Creative Vision, Real Estate, Leadership, Real Estate Transactions, Sellers, Residential Homes, Start-ups, Strategic Planning, Brokerage, Investment Properties, Leases, Single Family Homes, Investments, Negotiation, Sales, New Business Development, Selling, Rentals, Strategic Communications
Education
Jones Graduate School of Business, Rice University 1997 — 1997
The University of Texas at Austin 1985 — 1989
Bachelor of Arts, Economics
Realty Austin April 2015 - Present
Nino Properties April 2013 - June 2015
NuHabitat July 2012 - June 2015
PAK Interests, Ltd. 2001 - April 2011
Block Trading, Inc. 1994 - 1999
Texas Capital Securities 1992 - 1994
Lehman Brothers 1989 - 1992
Skills
Product Development, Communications Strategy, Creative Vision, Real Estate, Leadership, Real Estate Transactions, Sellers, Residential Homes, Start-ups, Strategic Planning, Brokerage, Investment Properties, Leases, Single Family Homes, Investments, Negotiation, Sales, New Business Development, Selling, Rentals, Strategic Communications
Education
Jones Graduate School of Business, Rice University 1997 — 1997
The University of Texas at Austin 1985 — 1989
Bachelor of Arts, Economics
Kamal Shah Kamal Shah's Lehman Brothers Experience December 2006 - June 2007
Job Team Lead, IT Service Delivery at Hess Corporation
Industry Oil & Energy
Experience
Hess Corporation February 2008 - Present
Need I.T. Now February 2006 - December 2008
PwC June 2006 - August 2007
Lehman Brothers December 2006 - June 2007
Choopa.com June 2005 - May 2006
Skills
Active Directory, Polycom Video..., Cisco Telepresence, Microsoft Office 2010, Reuters, Bloomberg, Blackberry Enterprise..., iPhone Support, IBM Tivoli, IBM Utilities, Crestron, Sophos, Avaya, SharePoint, Cisco Security Agent, McAfee, Citrix, Marketview, ITIL, Troubleshooting, IT Hardware Support, IT Management, Access, Analysis, Blackberry, Cisco Technologies, Data Center, Disaster Recovery, HP, Hardware, IT Service Management, Information Technology, Management, Microsoft Exchange, Microsoft Office, Networking, Office 2010, Outsourcing, PMP, Project Management, SAP, SCCM, SQL, Servers, Software Documentation, Technical Support, Visio, Enterprise Software, Laptops
Education
New Jersey Institute of Technology 2008 — 2010
MBA, Management of Technology; Management Information Systems
Jönköping University 2007 — 2008
Jonkoping International School of Business, Study Abroad - Management
New Jersey Institute of Technology 2004 — 2008
Bachelors of Science, Information Technology; Network Security
Hess Corporation February 2008 - Present
Need I.T. Now February 2006 - December 2008
PwC June 2006 - August 2007
Lehman Brothers December 2006 - June 2007
Choopa.com June 2005 - May 2006
Skills
Active Directory, Polycom Video..., Cisco Telepresence, Microsoft Office 2010, Reuters, Bloomberg, Blackberry Enterprise..., iPhone Support, IBM Tivoli, IBM Utilities, Crestron, Sophos, Avaya, SharePoint, Cisco Security Agent, McAfee, Citrix, Marketview, ITIL, Troubleshooting, IT Hardware Support, IT Management, Access, Analysis, Blackberry, Cisco Technologies, Data Center, Disaster Recovery, HP, Hardware, IT Service Management, Information Technology, Management, Microsoft Exchange, Microsoft Office, Networking, Office 2010, Outsourcing, PMP, Project Management, SAP, SCCM, SQL, Servers, Software Documentation, Technical Support, Visio, Enterprise Software, Laptops
Education
New Jersey Institute of Technology 2008 — 2010
MBA, Management of Technology; Management Information Systems
Jönköping University 2007 — 2008
Jonkoping International School of Business, Study Abroad - Management
New Jersey Institute of Technology 2004 — 2008
Bachelors of Science, Information Technology; Network Security
Craig Peskin, CMT Craig Peskin, CMT's Lehman Brothers Experience June 2002 - March 2007
Job Multi Asset Market Analyst
Industry Financial Services
Experience
T3 Trading Group, LLC October 2012 - April 2015
MF Global July 2009 - September 2011
ISI Group Inc. March 2007 - July 2009
Lehman Brothers June 2002 - March 2007
Instinet Group March 2000 - June 2002
Merrill Lynch January 1994 - March 2000
Merrill Lynch February 1992 - July 1993
Skills
Equities, Technical Analysis, Trading, ETFs, Equity Research, Bloomberg Terminal, Bloomberg, Factset, Series 7, Hedge Funds, Financial Markets, Investments, Stock Market, Stock Picking, Equity Derivatives, Options, Sentiment Analysis, Momentum Indicators, Securities
Education
New York Institute of Finance 1993 — 1994
Technical Analysis I & II
Ithaca College 1987 — 1991
Bachelor’s Degree, Business Management
T3 Trading Group, LLC October 2012 - April 2015
MF Global July 2009 - September 2011
ISI Group Inc. March 2007 - July 2009
Lehman Brothers June 2002 - March 2007
Instinet Group March 2000 - June 2002
Merrill Lynch January 1994 - March 2000
Merrill Lynch February 1992 - July 1993
Skills
Equities, Technical Analysis, Trading, ETFs, Equity Research, Bloomberg Terminal, Bloomberg, Factset, Series 7, Hedge Funds, Financial Markets, Investments, Stock Market, Stock Picking, Equity Derivatives, Options, Sentiment Analysis, Momentum Indicators, Securities
Education
New York Institute of Finance 1993 — 1994
Technical Analysis I & II
Ithaca College 1987 — 1991
Bachelor’s Degree, Business Management
Tony Fagella's Lehman Brothers Experience July 1988 - December 2001
Job Managing Director at Deutsche Bank Alex Brown
Industry Financial Services
Experience
Deutsche Bank December 2001 - Present
Lehman Brothers July 1988 - December 2001
Skills
Derivatives, Capital Markets, Investment Banking, Equities, Structured Finance, Management, Alternative Investments, Asset Management, Finance, Fixed Income, Investments, Portfolio Management
Education
Iona College 1984 — 1988
B.B.A., Finance
Deutsche Bank December 2001 - Present
Lehman Brothers July 1988 - December 2001
Skills
Derivatives, Capital Markets, Investment Banking, Equities, Structured Finance, Management, Alternative Investments, Asset Management, Finance, Fixed Income, Investments, Portfolio Management
Education
Iona College 1984 — 1988
B.B.A., Finance
Nicholas Mumford Nicholas Mumford's Lehman Brothers Experience 1997 - 1999
Job President at Harcourt Capital Services
Industry Financial Services
Experience
Harcourt Capital Services January 2013 - Present
Quantius 2015 - 2015
GMP Investment Management December 2009 - December 2012
Harcourt Capital Group April 2009 - March 2010
Centerline Capital Group January 2007 - March 2009
Natixis 1999 - 2007
Lehman Brothers 1997 - 1999
Citicorp 1989 - 1997
Education
The University of Western Ontario - Richard Ivey School of Business 1987 — 1989
MBA
Royal Military College of Canada/Collège militaire royal du Canada 1978 — 1982
BEng, Engineering Physics
Harcourt Capital Services January 2013 - Present
Quantius 2015 - 2015
GMP Investment Management December 2009 - December 2012
Harcourt Capital Group April 2009 - March 2010
Centerline Capital Group January 2007 - March 2009
Natixis 1999 - 2007
Lehman Brothers 1997 - 1999
Citicorp 1989 - 1997
Education
The University of Western Ontario - Richard Ivey School of Business 1987 — 1989
MBA
Royal Military College of Canada/Collège militaire royal du Canada 1978 — 1982
BEng, Engineering Physics
Soma Basu Soma Basu's Lehman Brothers Experience September 1994 - June 1997
Job Senior Associate at UBS Financial Services
Industry Financial Services
Experience
UBS October 2006 - Present
Parsippany-Troy-Hills town school district September 2003 - September 2006
Dreyfus, a BNY Mellon Company February 1998 - August 2003
NeonSoft July 1997 - January 1998
Lehman Brothers September 1994 - June 1997
Citi August 1991 - August 1994
PSI Data Systems September 1988 - July 1991
Skills
Identity Management, Access Control, Sarbanes-Oxley Act, Financial Services, Business Analysis, BRD, SDLC, Software Project..., Requirements Analysis, Software Development, Requirements Gathering, Integration, Risk Management, Business Intelligence, Business Process..., Offshore Management, Production Support, Troubleshooting, Issue Resolution..., Problem Management, Training, Databases, Data Warehousing, Data Modeling, SQL, Sybase, Oracle, Java, Perl, Shell Scripting, Cognos, Informatica, Active Directory, LDAP, ServiceNow, HP Quality Center, VSAM
Education
Stevens Institute of Technology 1998 — 2001
MS, Information Systems
University of Calcutta
Bachelor's Degree, RadioPhysics & Electronics
Jadavpur University
Bachelor's Degree, Physics
UBS October 2006 - Present
Parsippany-Troy-Hills town school district September 2003 - September 2006
Dreyfus, a BNY Mellon Company February 1998 - August 2003
NeonSoft July 1997 - January 1998
Lehman Brothers September 1994 - June 1997
Citi August 1991 - August 1994
PSI Data Systems September 1988 - July 1991
Skills
Identity Management, Access Control, Sarbanes-Oxley Act, Financial Services, Business Analysis, BRD, SDLC, Software Project..., Requirements Analysis, Software Development, Requirements Gathering, Integration, Risk Management, Business Intelligence, Business Process..., Offshore Management, Production Support, Troubleshooting, Issue Resolution..., Problem Management, Training, Databases, Data Warehousing, Data Modeling, SQL, Sybase, Oracle, Java, Perl, Shell Scripting, Cognos, Informatica, Active Directory, LDAP, ServiceNow, HP Quality Center, VSAM
Education
Stevens Institute of Technology 1998 — 2001
MS, Information Systems
University of Calcutta
Bachelor's Degree, RadioPhysics & Electronics
Jadavpur University
Bachelor's Degree, Physics
Ken Lobo's Lehman Brothers Experience 2005 - 2008
Job Adjunct Professor of Finance at Mercy College, Lehman College CUNY
Industry Financial Services
Experience
Jefferies & Company 2011 - 2013
Nomura International (HK) March 2010 - May 2011
Standard Chartered Bank January 2009 - February 2010
Barclays Capital (former Lehman Brothers) 2008 - 2008
Lehman Brothers 2005 - 2008
JP Morgan Chase 2000 - 2005
Atlantic Richfield Company (ARCO) 1993 - 2000
Edwin C Sigel Ltd (CPA) August 1989 - April 1993
Skills
Business Planning, Compensation Planning..., Budgeting, Profitability analysis, Return on Investment..., management reporting, Client and product..., competitor benchmarking, Metrics, KRIs, KPIs, Performance Management, Key Performance..., Performance Metrics, Global Compensation, Compensation Strategies, EPS monitoring, capital ratios, regulatory capital and..., Revenue & Profit Growth, client revenues, trading returns
Education
Jamnalal Bajaj Institute of Management Studies
Jamnalal Bajaj Institute of Management Studies
The University of Chicago - Booth School of Business
MBA
Jefferies & Company 2011 - 2013
Nomura International (HK) March 2010 - May 2011
Standard Chartered Bank January 2009 - February 2010
Barclays Capital (former Lehman Brothers) 2008 - 2008
Lehman Brothers 2005 - 2008
JP Morgan Chase 2000 - 2005
Atlantic Richfield Company (ARCO) 1993 - 2000
Edwin C Sigel Ltd (CPA) August 1989 - April 1993
Skills
Business Planning, Compensation Planning..., Budgeting, Profitability analysis, Return on Investment..., management reporting, Client and product..., competitor benchmarking, Metrics, KRIs, KPIs, Performance Management, Key Performance..., Performance Metrics, Global Compensation, Compensation Strategies, EPS monitoring, capital ratios, regulatory capital and..., Revenue & Profit Growth, client revenues, trading returns
Education
Jamnalal Bajaj Institute of Management Studies
Jamnalal Bajaj Institute of Management Studies
The University of Chicago - Booth School of Business
MBA
Joseph Anthony Cavanna Joseph Anthony Cavanna's Lehman Brothers Experience January 2004 - December 2008
Job Sr. Information Architect / UX at Blue Fountain Media
Industry Information Technology and Services
Experience
Blue Fountain Media May 2013 - Present
JPMorgan Chase November 2012 - May 2013
Barclays January 2009 - November 2012
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 2000 - December 2008
Goldman Sachs August 2000 - November 2000
Skills
User Experience, Dreamweaver, Information Architecture, Human Computer..., User Interface Design, Wireframes, Interaction Design, Usability, Visio, User-centered Design, SQL, Photoshop, XML, Mobile Applications, Accessibility, Balsamiq, Axure, Illustrator, PowerPoint, UI Frameworks, jQuery, WordPress, Web Design, CMS, Web Analytics, Heuristic Evaluation, CSS3, Adobe LiveCycle Designer, HTML5, Word, Excel, Magento, Drupal, Responsive Design, Conceptual Modeling, User Scenarios, Mobile Interface Design, OmniGraffle, A/B testing, iRise, Personas, Final Cut Pro, Cubase, Pro Tools, Audio Engineering, Technical Writing, Functional..., Creative Writing, Rapid Prototyping, HTML
Education
Iowa State University 2014 — 2016
Master of Science (M.S.), Human Computer Interaction
Wagner College
Master of Business Administration M.B.A., Marketing / Advertising
Wagner College
Bachelor of Science B.S., Economics / Business Administration
Bishop Ford High School
High School Diploma, Economics
Blue Fountain Media May 2013 - Present
JPMorgan Chase November 2012 - May 2013
Barclays January 2009 - November 2012
Lehman Brothers January 2004 - December 2008
Neuberger Berman November 2000 - December 2008
Goldman Sachs August 2000 - November 2000
Skills
User Experience, Dreamweaver, Information Architecture, Human Computer..., User Interface Design, Wireframes, Interaction Design, Usability, Visio, User-centered Design, SQL, Photoshop, XML, Mobile Applications, Accessibility, Balsamiq, Axure, Illustrator, PowerPoint, UI Frameworks, jQuery, WordPress, Web Design, CMS, Web Analytics, Heuristic Evaluation, CSS3, Adobe LiveCycle Designer, HTML5, Word, Excel, Magento, Drupal, Responsive Design, Conceptual Modeling, User Scenarios, Mobile Interface Design, OmniGraffle, A/B testing, iRise, Personas, Final Cut Pro, Cubase, Pro Tools, Audio Engineering, Technical Writing, Functional..., Creative Writing, Rapid Prototyping, HTML
Education
Iowa State University 2014 — 2016
Master of Science (M.S.), Human Computer Interaction
Wagner College
Master of Business Administration M.B.A., Marketing / Advertising
Wagner College
Bachelor of Science B.S., Economics / Business Administration
Bishop Ford High School
High School Diploma, Economics
Gregory K. Lowery Gregory K. Lowery's Lehman Brothers Experience 2002 - 2008
Job Financial Advisor Vice President Investments at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. December 2008 - Present
Lehman Brothers 2002 - 2008
Bank South 1994 - 1997
Education
University of Alabama, Manderson Graduate School of Business
MBA, Strategic Planning
Jacksonville State University
BS, Accounting
UBS Financial Services Inc. December 2008 - Present
Lehman Brothers 2002 - 2008
Bank South 1994 - 1997
Education
University of Alabama, Manderson Graduate School of Business
MBA, Strategic Planning
Jacksonville State University
BS, Accounting
Cristian Georgescu Cristian Georgescu's Lehman Brothers Experience April 1998 - February 2000
Job Sr. Tech. Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi February 2000 - June 2009
Lehman Brothers April 1998 - February 2000
Smiths Industries March 1996 - April 1998
Schlumberger Industries August 1991 - February 1996
Skills
Software Development, Databases, UML, C++, Distributed Systems
Education
Institut polytechnique de Grenoble 1991 — 1994
DEA, Automatic Control
1985 — 1989
Automatica & Calculatoare
Liceul Ion Creanga 1980 — 1984
High school diploma
Morgan Stanley Smith Barney June 2009 - Present
Citi February 2000 - June 2009
Lehman Brothers April 1998 - February 2000
Smiths Industries March 1996 - April 1998
Schlumberger Industries August 1991 - February 1996
Skills
Software Development, Databases, UML, C++, Distributed Systems
Education
Institut polytechnique de Grenoble 1991 — 1994
DEA, Automatic Control
1985 — 1989
Automatica & Calculatoare
Liceul Ion Creanga 1980 — 1984
High school diploma
Rob Hébert Rob Hébert's Lehman Brothers Experience October 1998 - October 2008
Job Data Management Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
Credit Suisse September 2009 - August 2013
Lehman Brothers October 1998 - October 2008
Republic National Bank October 1993 - October 1998
Prodigy Services April 1988 - October 1993
Skills
Microsoft Office, Team Building, Customer Relations, Customer Service, Change Management, ITIL, Integration, Team Leadership, Problem Solving, Troubleshooting, Teamwork, Team Management, IT Service Management, Service Delivery, Project Delivery, Infrastructure Projects, Partner Relationship..., Disaster Recovery, Business Continuity, Desktop Support, Infrastructure, Enterprise Software, Trading Systems, Technical Support, Partner Management, PMP, Vendor Management, Enterprise Architecture, Data Center, SDLC, Testing, Technology Integration, PMO, Project Management, Program Management, Business Analysis, Process Improvement, Management, Business Process, Leadership, Relationship Management, IT Strategy, Risk Management, People Skills, Project Coordination, Collaboration, Work Ethic, Service Delivery..., IT Management, Networking
Education
Fordham Preparatory School
Iona College
Credit Suisse September 2013 - Present
Credit Suisse September 2009 - August 2013
Lehman Brothers October 1998 - October 2008
Republic National Bank October 1993 - October 1998
Prodigy Services April 1988 - October 1993
Skills
Microsoft Office, Team Building, Customer Relations, Customer Service, Change Management, ITIL, Integration, Team Leadership, Problem Solving, Troubleshooting, Teamwork, Team Management, IT Service Management, Service Delivery, Project Delivery, Infrastructure Projects, Partner Relationship..., Disaster Recovery, Business Continuity, Desktop Support, Infrastructure, Enterprise Software, Trading Systems, Technical Support, Partner Management, PMP, Vendor Management, Enterprise Architecture, Data Center, SDLC, Testing, Technology Integration, PMO, Project Management, Program Management, Business Analysis, Process Improvement, Management, Business Process, Leadership, Relationship Management, IT Strategy, Risk Management, People Skills, Project Coordination, Collaboration, Work Ethic, Service Delivery..., IT Management, Networking
Education
Fordham Preparatory School
Iona College
Edward Jonathan K. Han-Burgess, CFA's Lehman Brothers Experience 2001 - 2004
Job Healthcare Integrated Insight and Pharma Strategy
Industry Pharmaceuticals
Experience
Upsher-Smith Laboratories November 2013 - Present
E.Han-Burgess Consulting 2012 - Present
Raymond James & Associates 2006 - 2011
Dimensional Fund Advisors 2005 - 2006
Lehman Brothers 2001 - 2004
Skills
Investment Banking, Financial Modeling, Equity Research, Valuation, Financial Analysis, Emerging Markets, Corporate Finance, Strategy, Forecasting, Pharmaceutical Industry, Pharmaceutical Law, Pharmaceutical..., Generic Drugs, Specialty Pharmaceutical, Healthcare Consulting, Healthcare Analytics, Hatch-Waxman, Medical Devices, Healthcare Information..., Healthcare Industry, Investor Relations, Competitive Analysis, Venture Capital, Private Equity, Mergers & Acquisitions, Hedge Funds, Investments, Corporate Development, M&A experience, Financial Services, Economics, Competitive Intelligence, Market Research, Marketing Strategy, Management Consulting, Business Strategy, Market Analysis, Strategic Consulting, Analytics, Due Diligence, Management, Analysis, Leadership, Cross-functional Team..., Finance
Education
INSEAD
MBA, Business Administration and Management, General, Graduated with Distinction (top 10%)
New York University
Master of Science (MS)
University of California, Los Angeles
Spanish, Political Science
University of Miami
BAIS
Upsher-Smith Laboratories November 2013 - Present
E.Han-Burgess Consulting 2012 - Present
Raymond James & Associates 2006 - 2011
Dimensional Fund Advisors 2005 - 2006
Lehman Brothers 2001 - 2004
Skills
Investment Banking, Financial Modeling, Equity Research, Valuation, Financial Analysis, Emerging Markets, Corporate Finance, Strategy, Forecasting, Pharmaceutical Industry, Pharmaceutical Law, Pharmaceutical..., Generic Drugs, Specialty Pharmaceutical, Healthcare Consulting, Healthcare Analytics, Hatch-Waxman, Medical Devices, Healthcare Information..., Healthcare Industry, Investor Relations, Competitive Analysis, Venture Capital, Private Equity, Mergers & Acquisitions, Hedge Funds, Investments, Corporate Development, M&A experience, Financial Services, Economics, Competitive Intelligence, Market Research, Marketing Strategy, Management Consulting, Business Strategy, Market Analysis, Strategic Consulting, Analytics, Due Diligence, Management, Analysis, Leadership, Cross-functional Team..., Finance
Education
INSEAD
MBA, Business Administration and Management, General, Graduated with Distinction (top 10%)
New York University
Master of Science (MS)
University of California, Los Angeles
Spanish, Political Science
University of Miami
BAIS
Raj Tupili Raj Tupili's Lehman Brothers Experience October 2006 - April 2008
Job Program/Project Manager
Industry Information Technology and Services
Experience
Deutsche Bank June 2014 - Present
Citi September 2011 - June 2014
AIG August 2010 - August 2011
Credit Suisse April 2008 - August 2010
Cognizant Technology Solutions March 1997 - August 2010
Lehman Brothers October 2006 - April 2008
JP Morgan Chase January 2005 - September 2006
Mellon Investor Services September 2003 - December 2004
CSC - AT&T October 2001 - August 2003
Fleming Premier Banking December 2000 - October 2001
Skills
SDLC, Vendor Management, Software Project..., Business Analysis, Program Management, Requirements Analysis, Agile Methodologies, Integration, Project Management, Management, Budgets, CRM, Data Warehousing, Financial Risk, Outsourcing, PMO, Project Estimation, Project Planning, Project Portfolio..., Scope Management, Strategy
Education
Jawaharlal Nehru Technological University 1992 — 1996
BE, Computer Science and Engineering
Sainik School Korukonda 1984 — 1991
Deutsche Bank June 2014 - Present
Citi September 2011 - June 2014
AIG August 2010 - August 2011
Credit Suisse April 2008 - August 2010
Cognizant Technology Solutions March 1997 - August 2010
Lehman Brothers October 2006 - April 2008
JP Morgan Chase January 2005 - September 2006
Mellon Investor Services September 2003 - December 2004
CSC - AT&T October 2001 - August 2003
Fleming Premier Banking December 2000 - October 2001
Skills
SDLC, Vendor Management, Software Project..., Business Analysis, Program Management, Requirements Analysis, Agile Methodologies, Integration, Project Management, Management, Budgets, CRM, Data Warehousing, Financial Risk, Outsourcing, PMO, Project Estimation, Project Planning, Project Portfolio..., Scope Management, Strategy
Education
Jawaharlal Nehru Technological University 1992 — 1996
BE, Computer Science and Engineering
Sainik School Korukonda 1984 — 1991
Adam Knapp's Lehman Brothers Experience July 2006 - September 2008
Job Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners October 2013 - Present
Citi August 2011 - September 2013
Nomura Securities March 2010 - August 2011
EMC February 2009 - December 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2006 - September 2008
JB Hunt Transport, Inc April 2004 - June 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Budget Forecasts, Fixed Asset Depreciation, Strategy, Management, Business Development, Private Equity, Business Analysis, Finance, Analytics, Financial Services, Investment Banking
Education
State University of New York College at Plattsburgh 2001 — 2003
BS, Business
Ithaca College 1999 — 2001
Physical Therapy/Therapist
Guggenheim Partners October 2013 - Present
Citi August 2011 - September 2013
Nomura Securities March 2010 - August 2011
EMC February 2009 - December 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2006 - September 2008
JB Hunt Transport, Inc April 2004 - June 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Budget Forecasts, Fixed Asset Depreciation, Strategy, Management, Business Development, Private Equity, Business Analysis, Finance, Analytics, Financial Services, Investment Banking
Education
State University of New York College at Plattsburgh 2001 — 2003
BS, Business
Ithaca College 1999 — 2001
Physical Therapy/Therapist
Elizabeth Rodríguez Colón, JD, LL.M.'s Lehman Brothers Experience October 2003 - September 2008
Job Compliance
Industry Insurance
Experience
Triple-S Vida May 2012 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers October 2003 - September 2008
Puerto Rico Convention Bureau March 1996 - June 2003
Skills
Negotiation, Spanish, English, Administration, Contract Negotiation, Government, Translation, Writing, Research, Problem Solving, Mediation, Insurance, Compliance, Risk Management, System Administration, Budgets, Team Leadership, Human Resources, Customer Service, Team Building, Microsoft Office, Management, Leadership
Education
Inter American University School of Law 2014 — 2015
Master of Laws (LL.M.), Litigation and ADR
Inter American University School of Law 2007 — 2011
J.D., Law
Inter American University School of Law 2009 — 2009
Summer Abroad Program (2009), International Law
Universidad Metropolitana de PR 2004 — 2007
B.A., Business Administration
Triple-S Vida May 2012 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers October 2003 - September 2008
Puerto Rico Convention Bureau March 1996 - June 2003
Skills
Negotiation, Spanish, English, Administration, Contract Negotiation, Government, Translation, Writing, Research, Problem Solving, Mediation, Insurance, Compliance, Risk Management, System Administration, Budgets, Team Leadership, Human Resources, Customer Service, Team Building, Microsoft Office, Management, Leadership
Education
Inter American University School of Law 2014 — 2015
Master of Laws (LL.M.), Litigation and ADR
Inter American University School of Law 2007 — 2011
J.D., Law
Inter American University School of Law 2009 — 2009
Summer Abroad Program (2009), International Law
Universidad Metropolitana de PR 2004 — 2007
B.A., Business Administration
Neha Srivastava Neha Srivastava's Lehman Brothers Experience May 2008 - October 2008
Job Sr. Business Strategy Manager, Cloud and Infrastructure at Microsoft
Industry Information Technology and Services
Experience
Microsoft September 2015 - Present
The Boston Consulting Group March 2013 - Present
INSEAD January 2012 - December 2012
John Deere July 2012 - August 2012
Credit Suisse June 2010 - September 2011
JP Morgan October 2008 - June 2010
Lehman Brothers May 2008 - October 2008
Morgan Stanley March 2005 - October 2008
Skills
Financial Modeling, Competitive Analysis, Business Analysis, Business Strategy, Strategic Planning, Leadership, New Business Development, CRM, Management, Business Intelligence, Project Management, Management Consulting, Strategy, Consulting, Analytics, Business Development, Analysis
Education
INSEAD 2012 — 2012
MBA, General Management
UP Technical University in 2004 2000 — 2004
Bachelor of Technology (BTech), Computer Science and Engineering, Honors, Top 2% of class, secured 1st rank in final year
Microsoft September 2015 - Present
The Boston Consulting Group March 2013 - Present
INSEAD January 2012 - December 2012
John Deere July 2012 - August 2012
Credit Suisse June 2010 - September 2011
JP Morgan October 2008 - June 2010
Lehman Brothers May 2008 - October 2008
Morgan Stanley March 2005 - October 2008
Skills
Financial Modeling, Competitive Analysis, Business Analysis, Business Strategy, Strategic Planning, Leadership, New Business Development, CRM, Management, Business Intelligence, Project Management, Management Consulting, Strategy, Consulting, Analytics, Business Development, Analysis
Education
INSEAD 2012 — 2012
MBA, General Management
UP Technical University in 2004 2000 — 2004
Bachelor of Technology (BTech), Computer Science and Engineering, Honors, Top 2% of class, secured 1st rank in final year
Francine Van Wowk Francine Van Wowk's Lehman Brothers Experience April 1991 - September 1993
Job SEC Processing Rep 3 at Citi
Industry Financial Services
Experience
Citi April 2014 - Present
Csenge Advisory Group July 2013 - October 2013
Edward Jones July 2009 - July 2013
Relay for Life Dunedin/American Cancer Society October 2011 - 2012
Independent Purchasing Cooperative February 2001 - May 2008
Morgan Stanley May 1996 - January 2001
Muriel Siebert & Co., Inc. September 1993 - January 1996
Lehman Brothers April 1991 - September 1993
Phibro Energy, Inc./Solomon Brothers August 1989 - March 1991
Toshoku America Inc. July 1988 - July 1989
Skills
Business Analysis, Leadership, Software Documentation, Training, Risk Management, Negotiation, Sales, Vendor Management, Software Project..., Visio, SharePoint, Project Management, Program Management, Process Improvement, CRM, Business Process..., Team Building
Education
Villanova University 2007 — 2008
Project Management
Iona College
B.S., Economics
Citi April 2014 - Present
Csenge Advisory Group July 2013 - October 2013
Edward Jones July 2009 - July 2013
Relay for Life Dunedin/American Cancer Society October 2011 - 2012
Independent Purchasing Cooperative February 2001 - May 2008
Morgan Stanley May 1996 - January 2001
Muriel Siebert & Co., Inc. September 1993 - January 1996
Lehman Brothers April 1991 - September 1993
Phibro Energy, Inc./Solomon Brothers August 1989 - March 1991
Toshoku America Inc. July 1988 - July 1989
Skills
Business Analysis, Leadership, Software Documentation, Training, Risk Management, Negotiation, Sales, Vendor Management, Software Project..., Visio, SharePoint, Project Management, Program Management, Process Improvement, CRM, Business Process..., Team Building
Education
Villanova University 2007 — 2008
Project Management
Iona College
B.S., Economics
Renee Ovrut Renee Ovrut's Lehman Brothers Experience June 2008 - September 2008
Job Workplace Strategist
Industry Real Estate
Experience
IA Interior Architects August 2015 - Present
Veritas Prep June 2008 - Present
American Express September 2012 - August 2015
Societe Generale December 2010 - December 2011
Barclays Capital September 2008 - August 2010
Lehman Brothers June 2008 - September 2008
Volkswagen, UK 2007 - 2007
Citigroup December 2001 - February 2006
Deutsche Bank 2006 - 2006
Skills
Financial Analysis, Project Management, Business Development, Business Analysis, Strategy, Business Strategy, Change Management, Strategic Planning, Data Analysis, Financial Services, Business Transformation, Higher Education, MBA, Cross-functional Team..., Analysis, Leadership, Management
Education
University of Oxford - Said Business School 2006 — 2007
MBA, Strategy, Business Development
Ithaca College 1997 — 2001
BS, Finance, Legal Studies
IA Interior Architects August 2015 - Present
Veritas Prep June 2008 - Present
American Express September 2012 - August 2015
Societe Generale December 2010 - December 2011
Barclays Capital September 2008 - August 2010
Lehman Brothers June 2008 - September 2008
Volkswagen, UK 2007 - 2007
Citigroup December 2001 - February 2006
Deutsche Bank 2006 - 2006
Skills
Financial Analysis, Project Management, Business Development, Business Analysis, Strategy, Business Strategy, Change Management, Strategic Planning, Data Analysis, Financial Services, Business Transformation, Higher Education, MBA, Cross-functional Team..., Analysis, Leadership, Management
Education
University of Oxford - Said Business School 2006 — 2007
MBA, Strategy, Business Development
Ithaca College 1997 — 2001
BS, Finance, Legal Studies
Mark Ringenberg's Lehman Brothers Experience 2008 - 2008
Job Business and Computer Teacher at Culver Community High School
Industry Education Management
Experience
Culver Community High School June 2014 - Present
The Garrison Project April 2014 - Present
Cengage Learning December 2012 - August 2014
Jefferson Elementary School November 2011 - December 2012
Self September 2008 - November 2011
Lehman Brothers 2008 - 2008
Nelnet 2006 - 2008
College Board October 2002 - October 2006
SunTrust Bank January 1999 - October 2002
Ancilla College December 1996 - January 1999
Skills
Marketing Strategy, New Business Development, Sales Management, Salesforce.com, Management, Process Improvement, Customer Service, Team Leadership, Sales Operations, Training, Admissions, Project Management, Sales
Education
Indiana University-Purdue University at Indianapolis 2007 — 2011
Master's, Adult Education
Indiana University East 1989 — 1993
Bachelor's, Liberal Arts and Sciences/Liberal Studies
Wittenberg University 1982 — 1983
Richmond High School
Culver Community High School June 2014 - Present
The Garrison Project April 2014 - Present
Cengage Learning December 2012 - August 2014
Jefferson Elementary School November 2011 - December 2012
Self September 2008 - November 2011
Lehman Brothers 2008 - 2008
Nelnet 2006 - 2008
College Board October 2002 - October 2006
SunTrust Bank January 1999 - October 2002
Ancilla College December 1996 - January 1999
Skills
Marketing Strategy, New Business Development, Sales Management, Salesforce.com, Management, Process Improvement, Customer Service, Team Leadership, Sales Operations, Training, Admissions, Project Management, Sales
Education
Indiana University-Purdue University at Indianapolis 2007 — 2011
Master's, Adult Education
Indiana University East 1989 — 1993
Bachelor's, Liberal Arts and Sciences/Liberal Studies
Wittenberg University 1982 — 1983
Richmond High School
Jose Piccinini's Lehman Brothers Experience October 1997 - September 2008
Job Head of New Business Development at MWM Investments, LTD
Industry Financial Services
Experience
MWM Investments, LTD July 2014 - Present
Global Strategic Investments May 2010 - May 2014
Bank of China (Suisse) SA January 2009 - March 2010
Lehman Brothers October 1997 - September 2008
Skills
Capital Markets, Investment Banking, Hedge Funds, Private Equity, Portfolio Management, Structured Finance, Asset Management, Corporate Finance, Trading, FX Options, Equities, Interest Rate..., Options
Education
London Business School
Master of Business Administration (MBA)
ITBA
Industrial Engineer
MWM Investments, LTD July 2014 - Present
Global Strategic Investments May 2010 - May 2014
Bank of China (Suisse) SA January 2009 - March 2010
Lehman Brothers October 1997 - September 2008
Skills
Capital Markets, Investment Banking, Hedge Funds, Private Equity, Portfolio Management, Structured Finance, Asset Management, Corporate Finance, Trading, FX Options, Equities, Interest Rate..., Options
Education
London Business School
Master of Business Administration (MBA)
ITBA
Industrial Engineer
Derek A. Hawkins's Lehman Brothers Experience May 2008 - September 2008
Job Partner & Founder at Hawkins Law Offices, LLC
Industry Law Practice
Experience
MARKABLE August 2015 - Present
Hawkins Law Offices, LLC July 2014 - Present
Wisconsin Law Journal July 2015 - Present
Self Employed June 2013 - Present
Rausch, Sturm, Israel, Enerson & Hornik October 2011 - June 2013
Milwaukee County District Attorney's Office June 2012 - December 2012
Van Ru Credit Corporation February 2011 - October 2011
The Legal Aid Society of New York May 2010 - August 2010
Lehman Brothers May 2008 - September 2008
Skills
Early-stage Startups, Corporate Governance, Business Formation, Contract Negotiation, Intellectual Property, Term Sheets, Entrepreneurship, Contract Drafting, Legal Research, Legal Writing, Litigation, Public Speaking, Negotiation, Corporate Blogging, Legal Consulting, Contract Law, Securities Regulation, Corporate Law, Trademarks, Corporations
Education
Marquette University 2010 — 2013
Doctor of Law (J.D.)
Justus-Liebig-Universität Giessen 2013 — 2013
Certificate of Completion, International Economics & Business Transactions; Transnational Litigation
City University of Seattle - Athens 2008 — 2008
Certificate of Completion, International Business/Trade/Commerce
Messiah College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
EBHS 2003 — 2006
HS Diploma
MARKABLE August 2015 - Present
Hawkins Law Offices, LLC July 2014 - Present
Wisconsin Law Journal July 2015 - Present
Self Employed June 2013 - Present
Rausch, Sturm, Israel, Enerson & Hornik October 2011 - June 2013
Milwaukee County District Attorney's Office June 2012 - December 2012
Van Ru Credit Corporation February 2011 - October 2011
The Legal Aid Society of New York May 2010 - August 2010
Lehman Brothers May 2008 - September 2008
Skills
Early-stage Startups, Corporate Governance, Business Formation, Contract Negotiation, Intellectual Property, Term Sheets, Entrepreneurship, Contract Drafting, Legal Research, Legal Writing, Litigation, Public Speaking, Negotiation, Corporate Blogging, Legal Consulting, Contract Law, Securities Regulation, Corporate Law, Trademarks, Corporations
Education
Marquette University 2010 — 2013
Doctor of Law (J.D.)
Justus-Liebig-Universität Giessen 2013 — 2013
Certificate of Completion, International Economics & Business Transactions; Transnational Litigation
City University of Seattle - Athens 2008 — 2008
Certificate of Completion, International Business/Trade/Commerce
Messiah College 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
EBHS 2003 — 2006
HS Diploma
Kumara Mahalingam, MBA Kumara Mahalingam, MBA's Lehman Brothers Experience February 2007 - July 2008
Job Experienced Agile Project Manager, Business Analyst and QA team lead
Industry Information Technology and Services
Experience
Dell October 2014 - Present
Starmount May 2014 - October 2014
Dell January 2013 - April 2014
Dell August 2010 - December 2013
Direct Energy April 2010 - August 2010
ERCOT March 2009 - February 2010
UBS Investment Bank July 2008 - December 2008
Lehman Brothers February 2007 - July 2008
PFPC Inc January 2005 - December 2006
Asta CRS 2003 - 2005
Skills
Agile Methodologies, Scrum, Project Management, Software Project..., Testing, SharePoint, SDLC, E-commerce, User Acceptance Testing, Quality Assurance, Test Cases, Integration, Requirements Analysis, SQL, Cross-functional Team..., Business Requirements, Business Analysis, Agile Project Management, Quality Center, Requirements Gathering, Risk Management, Microsoft SQL Server, Test Planning, Waterfall, Software Quality..., System Testing, Visio, Test Management, Test Automation, Informatica, JIRA, Disaster Recovery, Linux, SSIS, Data Warehousing, Oracle, PMP, Business Process, SOA, Strategic Planning, e-c, HP Quality Center
Education
St. Edward's University 2009 — 2012
MBA, Finance
Indiana University of Pennsylvania
BS, Management Information Systems
Inti College Malaysia
Dell October 2014 - Present
Starmount May 2014 - October 2014
Dell January 2013 - April 2014
Dell August 2010 - December 2013
Direct Energy April 2010 - August 2010
ERCOT March 2009 - February 2010
UBS Investment Bank July 2008 - December 2008
Lehman Brothers February 2007 - July 2008
PFPC Inc January 2005 - December 2006
Asta CRS 2003 - 2005
Skills
Agile Methodologies, Scrum, Project Management, Software Project..., Testing, SharePoint, SDLC, E-commerce, User Acceptance Testing, Quality Assurance, Test Cases, Integration, Requirements Analysis, SQL, Cross-functional Team..., Business Requirements, Business Analysis, Agile Project Management, Quality Center, Requirements Gathering, Risk Management, Microsoft SQL Server, Test Planning, Waterfall, Software Quality..., System Testing, Visio, Test Management, Test Automation, Informatica, JIRA, Disaster Recovery, Linux, SSIS, Data Warehousing, Oracle, PMP, Business Process, SOA, Strategic Planning, e-c, HP Quality Center
Education
St. Edward's University 2009 — 2012
MBA, Finance
Indiana University of Pennsylvania
BS, Management Information Systems
Inti College Malaysia
Samarth Sanghavi Samarth Sanghavi's Lehman Brothers Experience 2005 - 2008
Job Director, Index & Alpha Strategies at Credit Suisse
Industry Research
Experience
Credit Suisse 2010 - Present
Bridgewater Associates March 2010 - November 2010
Lehman Brothers 2005 - 2008
Skills
Fixed Income, Financial Modeling, Capital Markets, Derivatives, Investment Banking, Equities, Risk Management, Trading Systems, Valuation, Portfolio Management, Emerging Markets, Due Diligence, Private Equity
Education
INSEAD 2009 — 2009
MBA, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
MBA, Finance
Stony Brook University 2001 — 2005
BS/BA, Computer Science & Business Management
Credit Suisse 2010 - Present
Bridgewater Associates March 2010 - November 2010
Lehman Brothers 2005 - 2008
Skills
Fixed Income, Financial Modeling, Capital Markets, Derivatives, Investment Banking, Equities, Risk Management, Trading Systems, Valuation, Portfolio Management, Emerging Markets, Due Diligence, Private Equity
Education
INSEAD 2009 — 2009
MBA, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
MBA, Finance
Stony Brook University 2001 — 2005
BS/BA, Computer Science & Business Management
Pamela Weiss Pamela Weiss's Lehman Brothers Experience February 2005 - September 2008
Job Executive Assistant at Alcoa Inc
Industry Executive Office
Experience
Alcoa July 2015 - Present
Christie's May 2013 - June 2015
Barclays Wealth September 2008 - May 2013
Lehman Brothers February 2005 - September 2008
JPMorgan Chase & Co. January 2002 - March 2005
Skills
Executive..., Management, Wealth Management, Asset Management, Outlook, PowerPoint, Customer Service, Event Planning, Investments, Microsoft Office, Project Management, Marketing, Event Management
Education
Iona College
Bachelor's degree, History/Pre-Law
Iona College
Bachelor's degree
Alcoa July 2015 - Present
Christie's May 2013 - June 2015
Barclays Wealth September 2008 - May 2013
Lehman Brothers February 2005 - September 2008
JPMorgan Chase & Co. January 2002 - March 2005
Skills
Executive..., Management, Wealth Management, Asset Management, Outlook, PowerPoint, Customer Service, Event Planning, Investments, Microsoft Office, Project Management, Marketing, Event Management
Education
Iona College
Bachelor's degree, History/Pre-Law
Iona College
Bachelor's degree
Michael Swail Michael Swail's Lehman Brothers Experience August 2005 - March 2007
Job VP Finance and Operations at Springbox
Industry Financial Services
Experience
Springbox July 2015 - Present
Peoples Pharmacy April 2012 - March 2015
Tudor Pickering & Holt March 2007 - March 2012
Lehman Brothers August 2005 - March 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Private Equity, Mergers, Financial Analysis, Equities, Capital Markets, Business Valuation, M&A experience, Corporate Development, Strategic Planning
Education
Jones Graduate School of Business, Rice University 2003 — 2005
MBA, Finance
Rice University 2003 — 2005
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1994 — 1999
Bachelor of Business Administration (BBA), Accounting
Springbox July 2015 - Present
Peoples Pharmacy April 2012 - March 2015
Tudor Pickering & Holt March 2007 - March 2012
Lehman Brothers August 2005 - March 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Private Equity, Mergers, Financial Analysis, Equities, Capital Markets, Business Valuation, M&A experience, Corporate Development, Strategic Planning
Education
Jones Graduate School of Business, Rice University 2003 — 2005
MBA, Finance
Rice University 2003 — 2005
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1994 — 1999
Bachelor of Business Administration (BBA), Accounting
Josh McClung's Lehman Brothers Experience July 2008 - July 2009
Job Director of New Ventures at Cox Automotive
Industry Internet
Experience
Cox Automotive Inc. February 2015 - Present
World Economic Forum June 2013 - Present
Sandbox Industries August 2013 - February 2015
Sandbox Industries April 2013 - January 2014
Graceful Goodbye January 2013 - October 2013
KarpReilly, LLC August 2011 - December 2012
Morgan Stanley August 2009 - July 2011
Lehman Brothers July 2008 - July 2009
Skills
Venture Capital, Strategy, Start-ups, Strategic Partnerships, Entrepreneurship, Innovation Consulting, Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Mergers, Investments, Private Equity, Financial Analysis, LBO, Corporate Development, Management, Corporate Finance, M&A experience, Due Diligence, Business Valuation, Capital Markets, Emerging Markets, Hedge Funds
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Finance
Cox Automotive Inc. February 2015 - Present
World Economic Forum June 2013 - Present
Sandbox Industries August 2013 - February 2015
Sandbox Industries April 2013 - January 2014
Graceful Goodbye January 2013 - October 2013
KarpReilly, LLC August 2011 - December 2012
Morgan Stanley August 2009 - July 2011
Lehman Brothers July 2008 - July 2009
Skills
Venture Capital, Strategy, Start-ups, Strategic Partnerships, Entrepreneurship, Innovation Consulting, Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Mergers, Investments, Private Equity, Financial Analysis, LBO, Corporate Development, Management, Corporate Finance, M&A experience, Due Diligence, Business Valuation, Capital Markets, Emerging Markets, Hedge Funds
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Finance
Christian Amestoy Christian Amestoy's Lehman Brothers Experience August 1993 - September 1996
Job Hospitality Professional
Industry Food & Beverages
Experience
STARR RESTAURANTS January 2014 - Present
The Mark Hotel November 2011 - November 2012
Jean Georges November 2009 - January 2012
Vong May 2005 - November 2009
V Steakhouse April 2004 - May 2005
Jean Georges November 2001 - April 2004
Osteria del Circo June 1999 - July 2001
Le Cirque 2000 July 1998 - June 1999
Lehman Brothers August 1993 - September 1996
Chemical Banking Corporation October 1991 - August 1993
Skills
Restaurants, Fine Dining, Hotels, Hospitality Management, Food & Beverage, Hospitality, Pre-opening, Hospitality Industry, Hotel Management, Restaurant Management, Micros, Revenue Analysis, Menu Development, Catering, Banquets, Food, Wine, Food Service, French, Open Table, Cost Control, P, Sanitation, New Restaurant Openings, Food Safety, Menu Engineering, Labor Control, Pre-opening experience
Education
Cornell/ESSEC 1996 — 1998
Masters, International Hospitality Mangement
Ithaca College 1987 — 1991
BS, International Business
The Storm King School
STARR RESTAURANTS January 2014 - Present
The Mark Hotel November 2011 - November 2012
Jean Georges November 2009 - January 2012
Vong May 2005 - November 2009
V Steakhouse April 2004 - May 2005
Jean Georges November 2001 - April 2004
Osteria del Circo June 1999 - July 2001
Le Cirque 2000 July 1998 - June 1999
Lehman Brothers August 1993 - September 1996
Chemical Banking Corporation October 1991 - August 1993
Skills
Restaurants, Fine Dining, Hotels, Hospitality Management, Food & Beverage, Hospitality, Pre-opening, Hospitality Industry, Hotel Management, Restaurant Management, Micros, Revenue Analysis, Menu Development, Catering, Banquets, Food, Wine, Food Service, French, Open Table, Cost Control, P, Sanitation, New Restaurant Openings, Food Safety, Menu Engineering, Labor Control, Pre-opening experience
Education
Cornell/ESSEC 1996 — 1998
Masters, International Hospitality Mangement
Ithaca College 1987 — 1991
BS, International Business
The Storm King School
Canaan Factor Canaan Factor's Lehman Brothers Experience June 2005 - August 2005
Job Chief Financial Officer at Refinery Specialties, Inc
Industry Oil & Energy
Experience
Refinery Specialties, Inc January 2013 - Present
Post Oak Energy Capital July 2012 - January 2013
Rising Star Services, North American Services of Superior Energy Services February 2012 - October 2012
Complete Production Services, Inc. June 2008 - February 2012
UBS Investment Bank July 2006 - May 2008
Lehman Brothers June 2005 - August 2005
Airis Holdings, Inc 2002 - August 2004
Lord Abbett & Co. LLC 2000 - 2002
Skills
Valuation, Mergers, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Due Diligence, Business Strategy, Strategic Planning, Energy, Data Analysis, Contract Negotiation, Acquisitions, Alternative Investments, Analysis, Budgets, Business Development, Business Process..., Corporate Development, Capital Markets, Divestitures, Energy Industry, Finance, Investments, Investor Relations, Leadership, Management, Marketing, Mergers, Military Leadership, Natural Gas, Petroleum, Private Equity, Process Improvement, Strategic Partnerships, Strategy, Mergers & Acquisitions, DDD
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA, Finance
Trinity University 1996 — 2000
BS, Business
Kinkaid
Refinery Specialties, Inc January 2013 - Present
Post Oak Energy Capital July 2012 - January 2013
Rising Star Services, North American Services of Superior Energy Services February 2012 - October 2012
Complete Production Services, Inc. June 2008 - February 2012
UBS Investment Bank July 2006 - May 2008
Lehman Brothers June 2005 - August 2005
Airis Holdings, Inc 2002 - August 2004
Lord Abbett & Co. LLC 2000 - 2002
Skills
Valuation, Mergers, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Due Diligence, Business Strategy, Strategic Planning, Energy, Data Analysis, Contract Negotiation, Acquisitions, Alternative Investments, Analysis, Budgets, Business Development, Business Process..., Corporate Development, Capital Markets, Divestitures, Energy Industry, Finance, Investments, Investor Relations, Leadership, Management, Marketing, Mergers, Military Leadership, Natural Gas, Petroleum, Private Equity, Process Improvement, Strategic Partnerships, Strategy, Mergers & Acquisitions, DDD
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA, Finance
Trinity University 1996 — 2000
BS, Business
Kinkaid
Shari Marchal's Lehman Brothers Experience July 2004 - January 2008
Job Wholesale Underwriting Manager/DE/VA LAPP SAR
Industry Financial Services
Experience
American Financial Resources, Inc. (AFR Mortgage) March 2008 - Present
Lehman Brothers July 2004 - January 2008
Homecomings Financial January 2003 - July 2004
KeyBank June 2001 - January 2003
providence performing arts center July 1998 - May 2001
Skills
Credit, Banking, Customer Service, Mortgage Lending, Insurance, Retail, Loans, Microsoft Excel, Credit Analysis, FHA, Finance, Investments, USDA, Underwriting, Mortgage Banking, Residential Mortgages, FHA Financing, Management, Mortgage Underwriting, VA Loans, Refinance, Government Loans, First Time Home Buyers, Loan Origination, Real Estate, Sales
Education
Johnson & Wales University 1997 — 2001
Bachelors, Finance
Johnson and Wales University 1997 — 2001
Bachelor's degree, Finance, General
American Financial Resources, Inc. (AFR Mortgage) March 2008 - Present
Lehman Brothers July 2004 - January 2008
Homecomings Financial January 2003 - July 2004
KeyBank June 2001 - January 2003
providence performing arts center July 1998 - May 2001
Skills
Credit, Banking, Customer Service, Mortgage Lending, Insurance, Retail, Loans, Microsoft Excel, Credit Analysis, FHA, Finance, Investments, USDA, Underwriting, Mortgage Banking, Residential Mortgages, FHA Financing, Management, Mortgage Underwriting, VA Loans, Refinance, Government Loans, First Time Home Buyers, Loan Origination, Real Estate, Sales
Education
Johnson & Wales University 1997 — 2001
Bachelors, Finance
Johnson and Wales University 1997 — 2001
Bachelor's degree, Finance, General
Andrew Reich Andrew Reich's Lehman Brothers Experience 2001 - 2007
Job CFO at Pearl Media LLC
Industry Logistics and Supply Chain
Experience
Pearl Media LLC August 2015 - Present
Dotcom Distribution March 2015 - August 2015
Dotcom Distribution March 2012 - February 2015
Dotcom Distribution May 2009 - February 2012
Deloitte & Touche September 2008 - May 2009
Lehman Brothers 2001 - 2007
Skills
Accounting, Finance, Auditing, Forecasting, Cash Management, Process Improvement, Financial Reporting, Financial Modeling, CPA, Logistics, Financial Analysis, Internal Controls, GAAP, Budgets, Consolidation, Mergers & Acquisitions, Financial Accounting
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2008
MBA, Professional Accounting
James Madison University 1995 — 1999
BBA, International Business
Pearl Media LLC August 2015 - Present
Dotcom Distribution March 2015 - August 2015
Dotcom Distribution March 2012 - February 2015
Dotcom Distribution May 2009 - February 2012
Deloitte & Touche September 2008 - May 2009
Lehman Brothers 2001 - 2007
Skills
Accounting, Finance, Auditing, Forecasting, Cash Management, Process Improvement, Financial Reporting, Financial Modeling, CPA, Logistics, Financial Analysis, Internal Controls, GAAP, Budgets, Consolidation, Mergers & Acquisitions, Financial Accounting
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2008
MBA, Professional Accounting
James Madison University 1995 — 1999
BBA, International Business
Caroline van Scheltinga Caroline van Scheltinga's Lehman Brothers Experience June 1995 - December 2006
Job CEO and Chairman at Waterloo Investment Holdings Limited
Industry Financial Services
Experience
Waterloo Investment Holdings Limited January 2012 - Present
Blocadi Capital LLC January 2011 - Present
Jefferies & Company October 2007 - December 2010
Lehman Brothers June 1995 - December 2006
Credit Suisse 1988 - 1995
Skills
Investment Banking, Mergers, Corporate Finance, Private Equity, Capital Markets, Corporate Development, Financial Modeling, Equities, Valuation, Venture Capital, Hedge Funds, Fixed Income, Investments, Restructuring, Mergers & Acquisitions, Portfolio Management, Management, Financial Services, Finance, LBO, Financial Structuring, Emerging Markets, Structured Finance
Education
INSEAD 1987 — 1988
MBA
Universiteit Leiden 1977 — 1982
Master of Laws
Waterloo Investment Holdings Limited January 2012 - Present
Blocadi Capital LLC January 2011 - Present
Jefferies & Company October 2007 - December 2010
Lehman Brothers June 1995 - December 2006
Credit Suisse 1988 - 1995
Skills
Investment Banking, Mergers, Corporate Finance, Private Equity, Capital Markets, Corporate Development, Financial Modeling, Equities, Valuation, Venture Capital, Hedge Funds, Fixed Income, Investments, Restructuring, Mergers & Acquisitions, Portfolio Management, Management, Financial Services, Finance, LBO, Financial Structuring, Emerging Markets, Structured Finance
Education
INSEAD 1987 — 1988
MBA
Universiteit Leiden 1977 — 1982
Master of Laws
Sanjeev Sahgal Sanjeev Sahgal's Lehman Brothers Experience May 2008 - January 2009
Job Director, HRSS at The World Bank
Industry Human Resources
Experience
The World Bank October 2012 - Present
Target January 2009 - October 2012
Lehman Brothers May 2008 - January 2009
Genpact June 2006 - May 2008
Genpact July 2003 - June 2006
Genpact May 2002 - July 2003
Genpact November 2000 - April 2002
Pagepoint Services India Pvt. Ltd. (Motorola JV) February 1998 - October 2000
HCL Technologies August 1997 - February 1998
Latham India Ltd January 1995 - June 1997
Skills
HRIS, Compensation and..., Organizational..., Human Capital Management, Six Sigma, Deferred Compensation, HR Shared Services, Global Mobility, Global Immigration, Lean Transformation, Employment Law..., Quality Management, Employee Engagement, Employee Surveys, Business Analysis, Human Resources, Personnel Management, Recruiting, Leadership, Employee Benefits, Talent Management, Team Leadership, Performance Management, HR Policies, Management, Talent Acquisition, Employee Relations, Strategy, Performance Appraisal, Succession Planning, Employer Branding, Change Management, Sourcing, Team Building, Vendor Management, HR Consulting, Team Management, Onboarding, MIS, Training, Leadership Development, Operations Management, Technical Recruiting, BPO, Executive Search, Screening, Employee Training, Strategic HR, Compensation & Benefit
Education
XLRI Jamshedpur 2005 — 2006
PGCHRM, HR
Jawaharlal Nehru Technological University 1995 — 1997
MBA, Marketing
Osmania University 1989 — 1991
B. Sc, Physics, Chemistry, Electronincs
The World Bank October 2012 - Present
Target January 2009 - October 2012
Lehman Brothers May 2008 - January 2009
Genpact June 2006 - May 2008
Genpact July 2003 - June 2006
Genpact May 2002 - July 2003
Genpact November 2000 - April 2002
Pagepoint Services India Pvt. Ltd. (Motorola JV) February 1998 - October 2000
HCL Technologies August 1997 - February 1998
Latham India Ltd January 1995 - June 1997
Skills
HRIS, Compensation and..., Organizational..., Human Capital Management, Six Sigma, Deferred Compensation, HR Shared Services, Global Mobility, Global Immigration, Lean Transformation, Employment Law..., Quality Management, Employee Engagement, Employee Surveys, Business Analysis, Human Resources, Personnel Management, Recruiting, Leadership, Employee Benefits, Talent Management, Team Leadership, Performance Management, HR Policies, Management, Talent Acquisition, Employee Relations, Strategy, Performance Appraisal, Succession Planning, Employer Branding, Change Management, Sourcing, Team Building, Vendor Management, HR Consulting, Team Management, Onboarding, MIS, Training, Leadership Development, Operations Management, Technical Recruiting, BPO, Executive Search, Screening, Employee Training, Strategic HR, Compensation & Benefit
Education
XLRI Jamshedpur 2005 — 2006
PGCHRM, HR
Jawaharlal Nehru Technological University 1995 — 1997
MBA, Marketing
Osmania University 1989 — 1991
B. Sc, Physics, Chemistry, Electronincs
Alex Pustilnik's Lehman Brothers Experience 1994 - 1997
Job Partner at Discus Ventures
Industry Venture Capital & Private Equity
Experience
Barclaycard 2008 - 2014
Citi 2004 - 2008
Credit Lyonnais 1997 - 2003
Lehman Brothers 1994 - 1997
Skills
Mergers, Corporate Finance, Valuation, Due Diligence, Investment Banking, Financial Analysis, Finance, Financial Structuring, Financial Modeling, Emerging Markets, Financial Services, Divestitures, Credit Cards, Capital Markets
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Instituto Tecnológico Autónomo de México 1988 — 1992
BS, Economics
Barclaycard 2008 - 2014
Citi 2004 - 2008
Credit Lyonnais 1997 - 2003
Lehman Brothers 1994 - 1997
Skills
Mergers, Corporate Finance, Valuation, Due Diligence, Investment Banking, Financial Analysis, Finance, Financial Structuring, Financial Modeling, Emerging Markets, Financial Services, Divestitures, Credit Cards, Capital Markets
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Instituto Tecnológico Autónomo de México 1988 — 1992
BS, Economics
James Peery's Lehman Brothers Experience June 2005 - August 2005
Job Director, Energy Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities, LLC July 2010 - Present
Citigroup Global Markets, Inc August 2006 - July 2010
Lehman Brothers June 2005 - August 2005
Sogeti 2002 - 2004
Accenture 2000 - 2002
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA
University of Washington 1996 — 2000
Bachelor of Arts
Cherry Creek High School 1993 — 1996
Bellevue High School 1993 — 1993
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities, LLC July 2010 - Present
Citigroup Global Markets, Inc August 2006 - July 2010
Lehman Brothers June 2005 - August 2005
Sogeti 2002 - 2004
Accenture 2000 - 2002
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA
University of Washington 1996 — 2000
Bachelor of Arts
Cherry Creek High School 1993 — 1996
Bellevue High School 1993 — 1993
Annalisa Weigel's Lehman Brothers Experience August 2002 - June 2004
Job
Industry Aviation & Aerospace
Experience
Fairmont Consulting Group December 2014 - Present
Massachusetts Institute of Technology (MIT) September 2012 - Present
Sapphire Sunsets Beach Villa June 2011 - Present
Panoptes Systems Corporation December 2014 - June 2015
Fairmont Consulting Group November 2012 - November 2014
Massachusetts Institute of Technology January 2004 - August 2012
Lehman Brothers August 2002 - June 2004
Adroit Systems Inc September 1995 - January 1998
Skills
Analysis, Aerospace, Research, Program Management, Systems Engineering, Data Analysis, Strategic Planning, Innovation Management, Policy, Strategy, Space Systems, Management Consulting, Defense, Six Sigma, Military, Business Process..., System Design, National Security, Business Analysis, Proposal Writing, Lean Manufacturing, Leadership, Public Policy
Education
Massachusetts Institute of Technology 1998 — 2002
Ph.D.
George Washington University 1995 — 1997
M.A.
Massachusetts Institute of Technology 1990 — 1995
S.B
International Space University 1994 — 1994
Summer Session Program
Fairmont Consulting Group December 2014 - Present
Massachusetts Institute of Technology (MIT) September 2012 - Present
Sapphire Sunsets Beach Villa June 2011 - Present
Panoptes Systems Corporation December 2014 - June 2015
Fairmont Consulting Group November 2012 - November 2014
Massachusetts Institute of Technology January 2004 - August 2012
Lehman Brothers August 2002 - June 2004
Adroit Systems Inc September 1995 - January 1998
Skills
Analysis, Aerospace, Research, Program Management, Systems Engineering, Data Analysis, Strategic Planning, Innovation Management, Policy, Strategy, Space Systems, Management Consulting, Defense, Six Sigma, Military, Business Process..., System Design, National Security, Business Analysis, Proposal Writing, Lean Manufacturing, Leadership, Public Policy
Education
Massachusetts Institute of Technology 1998 — 2002
Ph.D.
George Washington University 1995 — 1997
M.A.
Massachusetts Institute of Technology 1990 — 1995
S.B
International Space University 1994 — 1994
Summer Session Program
Clifton J. Lewis's Lehman Brothers Experience May 1995 - September 1995
Job Sr. Customer Accounts Manager at Vita Coco
Industry Logistics and Supply Chain
Experience
Vita Coco February 2013 - Present
Vita Coco September 2010 - February 2013
Havaianas August 2008 - February 2010
Remy Cointreau USA February 2006 - August 2008
Johnson & Johnson January 2002 - February 2006
AIG May 2000 - December 2001
Deloitte May 1996 - September 1996
Lehman Brothers May 1995 - September 1995
Skills
Supply Chain, Supply Chain Management
Education
JOHNSON & WALES UNIVERSITY 1996 — 2000
B.S.
Johnson and Wales University 1996 — 2000
A.S
Vita Coco February 2013 - Present
Vita Coco September 2010 - February 2013
Havaianas August 2008 - February 2010
Remy Cointreau USA February 2006 - August 2008
Johnson & Johnson January 2002 - February 2006
AIG May 2000 - December 2001
Deloitte May 1996 - September 1996
Lehman Brothers May 1995 - September 1995
Skills
Supply Chain, Supply Chain Management
Education
JOHNSON & WALES UNIVERSITY 1996 — 2000
B.S.
Johnson and Wales University 1996 — 2000
A.S
Francesco Meloni's Lehman Brothers Experience August 1998 - June 2002
Job
Industry Financial Services
Experience
HSBC October 2013 - Present
Heatherdown LLC May 2012 - Present
Heights 75 Owners Corp. June 2011 - Present
TravelClick April 2011 - February 2012
Barclays Capital April 2007 - March 2011
Christopher Street Owners Corp May 2007 - May 2009
Dresdner Kleinwort June 2006 - March 2007
Dun & Bradstreet February 2003 - May 2006
Lehman Brothers August 1998 - June 2002
BNP Paribas October 1992 - May 1996
Skills
Strategic Planning &..., M&A Deal Sourcing and..., Investment Analysis and..., Valuation, LBO Analysis, Due Diligence, Contract Negotiation, Integration Planning, Corporate Finance, Financial Planning,..., New Business Development, Project Management, P&L Management, Recruiting, Training &...
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Analytic Finance & International Business
Institute of Chartered Accountants in England and Wales 1992 — 1992
University of Sussex 1987 — 1991
BA Hons, Economics, French
European School of Brussels 1 1985 — 1987
European Baccalaureat, English and Italian Language and Literature, Mathematics, Economics
Liceo Scientifico Ettore Majorana 1983 — 1985
Istituto "Maria Adelaide" 1980 — 1983
Heatherdown Preparatory School 1979 — 1980
Barrow Hill Junior School 1975 — 1979
HSBC October 2013 - Present
Heatherdown LLC May 2012 - Present
Heights 75 Owners Corp. June 2011 - Present
TravelClick April 2011 - February 2012
Barclays Capital April 2007 - March 2011
Christopher Street Owners Corp May 2007 - May 2009
Dresdner Kleinwort June 2006 - March 2007
Dun & Bradstreet February 2003 - May 2006
Lehman Brothers August 1998 - June 2002
BNP Paribas October 1992 - May 1996
Skills
Strategic Planning &..., M&A Deal Sourcing and..., Investment Analysis and..., Valuation, LBO Analysis, Due Diligence, Contract Negotiation, Integration Planning, Corporate Finance, Financial Planning,..., New Business Development, Project Management, P&L Management, Recruiting, Training &...
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Analytic Finance & International Business
Institute of Chartered Accountants in England and Wales 1992 — 1992
University of Sussex 1987 — 1991
BA Hons, Economics, French
European School of Brussels 1 1985 — 1987
European Baccalaureat, English and Italian Language and Literature, Mathematics, Economics
Liceo Scientifico Ettore Majorana 1983 — 1985
Istituto "Maria Adelaide" 1980 — 1983
Heatherdown Preparatory School 1979 — 1980
Barrow Hill Junior School 1975 — 1979
Sreenuvas kanuganti's Lehman Brothers Experience May 2007 - October 2008
Job Information Technology and Services Consultant and Professional
Industry Information Technology and Services
Experience
Citi October 2010 - Present
Goldman Sachs November 2009 - October 2010
Express Scripts January 2009 - November 2009
Lehman Brothers May 2007 - October 2008
JP Morgan Chase April 2005 - March 2007
Goldman Sachs Asset Management October 2003 - March 2005
Lucent Technologies March 2003 - October 2003
Mercedes Benz USA March 2002 - December 2002
Skills
Java, Java Enterprise Edition, Hibernate, Business Analysis, Market Data, Web Development, SDLC, Spring, Design Patterns, Sybase, SOA, Trading Systems, Tomcat, Weblogic, JSP, Oracle, Web Services
Education
Jawaharlal Nehru Technological University 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering
Citi October 2010 - Present
Goldman Sachs November 2009 - October 2010
Express Scripts January 2009 - November 2009
Lehman Brothers May 2007 - October 2008
JP Morgan Chase April 2005 - March 2007
Goldman Sachs Asset Management October 2003 - March 2005
Lucent Technologies March 2003 - October 2003
Mercedes Benz USA March 2002 - December 2002
Skills
Java, Java Enterprise Edition, Hibernate, Business Analysis, Market Data, Web Development, SDLC, Spring, Design Patterns, Sybase, SOA, Trading Systems, Tomcat, Weblogic, JSP, Oracle, Web Services
Education
Jawaharlal Nehru Technological University 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering
Rick Bellinger's Lehman Brothers Experience 1979 - 1999
Job PRESIDENT AND CEO, BELLINGER CAPITAL GROUP, INC.
Industry Venture Capital & Private Equity
Experience
AMPEGY/SPARK ENERGY 2010 - November 2012
LEHMAN BROTHERS 1979 - 1999
Skills
Investments, Financial Planning, Securities, Asset Managment, Strategic Financial..., Asset Management, Financial Risk, Portfolio Management, Equities, Alternative Investments, Hedge Funds, Mutual Funds, Capital Markets, Due Diligence, Investment Banking, Bloomberg
Education
Ithaca College 1968 — 1972
B.S., Business Administration
ITHACA COLLEGE
B.S., BUS. ADMIN.
AMPEGY/SPARK ENERGY 2010 - November 2012
LEHMAN BROTHERS 1979 - 1999
Skills
Investments, Financial Planning, Securities, Asset Managment, Strategic Financial..., Asset Management, Financial Risk, Portfolio Management, Equities, Alternative Investments, Hedge Funds, Mutual Funds, Capital Markets, Due Diligence, Investment Banking, Bloomberg
Education
Ithaca College 1968 — 1972
B.S., Business Administration
ITHACA COLLEGE
B.S., BUS. ADMIN.
Paul Marsilio's Lehman Brothers Experience June 2005 - June 2007
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2007 - Present
JP Morgan July 2007 - December 2007
Lehman Brothers June 2005 - June 2007
Education
James Madison University 2000 — 2004
Morgan Stanley December 2007 - Present
JP Morgan July 2007 - December 2007
Lehman Brothers June 2005 - June 2007
Education
James Madison University 2000 — 2004
Mark Krusec's Lehman Brothers Experience November 1995 - December 1996
Job Client Executive at Oracle
Industry Outsourcing/Offshoring
Experience
Oracle February 2013 - Present
AlphaStaff January 2010 - December 2012
Accenture January 2008 - December 2009
Washington Gas August 2004 - 2008
GE GXS June 1998 - August 2004
USF&G Corp 1996 - 1998
Lehman Brothers November 1995 - December 1996
Citicorp May 1993 - November 1996
Commonwealth Bank May 1992 - May 1993
Skills
Performance Management, Human Resources, Change Management, Succession Planning, Six Sigma, Mergers, HRIS, Employee Relations, Leadership Development, Management, Talent Acquisition, SaaS, Oracle, Taleo, Account Management, Key Account Management, Workforce Planning, Workforce Management, Applicant Tracking..., BPO, Benefits Administration, Budgets, Business Development, Deferred Compensation, Employee Benefits, Employee Engagement, Enterprise Software, Employee Training, Executive Pay, HR Consulting, Labor Relations, HR Policies, Leadership, Mergers, Onboarding, Organizational..., Outsourcing, Personnel Management, Process Improvement, Program Management, Recruiting, Strategy, Talent Management, Team Building, Team Leadership, Training, Vendor Management, Mergers & Acquisitions
Education
Indiana University of Pennsylvania 1990 — 1992
MA, Industrial and Labor Relations
Indiana University of Pennsylvania 1986 — 1990
Bachelor's degree, Industrial and Organizational Psychology
Oracle February 2013 - Present
AlphaStaff January 2010 - December 2012
Accenture January 2008 - December 2009
Washington Gas August 2004 - 2008
GE GXS June 1998 - August 2004
USF&G Corp 1996 - 1998
Lehman Brothers November 1995 - December 1996
Citicorp May 1993 - November 1996
Commonwealth Bank May 1992 - May 1993
Skills
Performance Management, Human Resources, Change Management, Succession Planning, Six Sigma, Mergers, HRIS, Employee Relations, Leadership Development, Management, Talent Acquisition, SaaS, Oracle, Taleo, Account Management, Key Account Management, Workforce Planning, Workforce Management, Applicant Tracking..., BPO, Benefits Administration, Budgets, Business Development, Deferred Compensation, Employee Benefits, Employee Engagement, Enterprise Software, Employee Training, Executive Pay, HR Consulting, Labor Relations, HR Policies, Leadership, Mergers, Onboarding, Organizational..., Outsourcing, Personnel Management, Process Improvement, Program Management, Recruiting, Strategy, Talent Management, Team Building, Team Leadership, Training, Vendor Management, Mergers & Acquisitions
Education
Indiana University of Pennsylvania 1990 — 1992
MA, Industrial and Labor Relations
Indiana University of Pennsylvania 1986 — 1990
Bachelor's degree, Industrial and Organizational Psychology
Brian O'Malley's Lehman Brothers Experience 2000 - 2000
Job Principal at The Boston Consulting Group
Industry Banking
Experience
The Boston Consulting Group 2013 - Present
Wells Fargo 2011 - 2013
McKinsey & Company 2007 - 2011
Mexican Microfinance Fund (Equinoccio) 2004 - 2005
Deutsche Bank 2003 - 2004
McKinsey & Company 2001 - 2003
Lehman Brothers 2000 - 2000
Skills
Business Planning, Financial Modeling, Financial Services, Due Diligence, Management Consulting, Business Strategy, Strategy, Management, Mergers & Acquisitions, Finance, Competitive Analysis, Cross-functional Team..., Business Analysis, Strategic Planning, Risk Management, Operational Risk, Credit Risk, Operations Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico Autónomo de México 2003 — 2004
Fulbright, Administracion
Rice University 1997 — 2001
b.a., Economics, History
The Boston Consulting Group 2013 - Present
Wells Fargo 2011 - 2013
McKinsey & Company 2007 - 2011
Mexican Microfinance Fund (Equinoccio) 2004 - 2005
Deutsche Bank 2003 - 2004
McKinsey & Company 2001 - 2003
Lehman Brothers 2000 - 2000
Skills
Business Planning, Financial Modeling, Financial Services, Due Diligence, Management Consulting, Business Strategy, Strategy, Management, Mergers & Acquisitions, Finance, Competitive Analysis, Cross-functional Team..., Business Analysis, Strategic Planning, Risk Management, Operational Risk, Credit Risk, Operations Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico Autónomo de México 2003 — 2004
Fulbright, Administracion
Rice University 1997 — 2001
b.a., Economics, History
Chaitanya Ravi's Lehman Brothers Experience May 2008 - July 2008
Job Team Lead at Bloomberg LP
Industry Computer Software
Experience
Bloomberg LP December 2011 - Present
Bloomberg LP February 2009 - November 2011
Stony Brook University August 2007 - December 2008
Lehman Brothers May 2008 - July 2008
CA Technologies June 2005 - August 2007
CA Technologies January 2005 - May 2005
Skills
Java, Unix, Data Structures, Distributed Systems, Perl, Bloomberg, Trading Systems, Order Management, Project Management
Education
State University of New York at Stony Brook 2007 — 2008
MS, Computer Science
Jaypee University of Information Technology 2001 — 2005
BTech, Computer Science
Bloomberg LP December 2011 - Present
Bloomberg LP February 2009 - November 2011
Stony Brook University August 2007 - December 2008
Lehman Brothers May 2008 - July 2008
CA Technologies June 2005 - August 2007
CA Technologies January 2005 - May 2005
Skills
Java, Unix, Data Structures, Distributed Systems, Perl, Bloomberg, Trading Systems, Order Management, Project Management
Education
State University of New York at Stony Brook 2007 — 2008
MS, Computer Science
Jaypee University of Information Technology 2001 — 2005
BTech, Computer Science
Brandon Weaver's Lehman Brothers Experience 2000 - 2002
Job Managing Director at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company March 2010 - Present
HealthGrades August 2009 - March 2010
Advisory Board Company March 2003 - August 2008
Lehman Brothers 2000 - 2002
Skills
Strategy
Education
INSEAD 2008 — 2009
MBA with Distinction
Yale University 1996 — 2000
BA, Archaeological Studies
The Advisory Board Company March 2010 - Present
HealthGrades August 2009 - March 2010
Advisory Board Company March 2003 - August 2008
Lehman Brothers 2000 - 2002
Skills
Strategy
Education
INSEAD 2008 — 2009
MBA with Distinction
Yale University 1996 — 2000
BA, Archaeological Studies
Brian Finnegan's Lehman Brothers Experience July 2005 - September 2008
Job Vice President BlackRock
Industry Banking
Experience
BlackRock February 2015 - Present
Barclays Bank- Corporate Banking July 2012 - January 2015
Barclays- Short Duration Fixed Income September 2008 - July 2012
Lehman Brothers July 2005 - September 2008
Skills
Relationship Management, Subscription Line..., Credit Analysis, Credit Derivatives, Cash Management, Private Equity, Revolving Lines of..., Letters of Credit, Money Market Funds, Investment Management, Fixed Income, Equities, Capital Markets, Trading, Series 7, Series 66, Bloomberg, Derivatives, Securities, Investments
Education
James Madison University 2001 — 2005
Business Bachelor of Arts, Finance and International Business
BlackRock February 2015 - Present
Barclays Bank- Corporate Banking July 2012 - January 2015
Barclays- Short Duration Fixed Income September 2008 - July 2012
Lehman Brothers July 2005 - September 2008
Skills
Relationship Management, Subscription Line..., Credit Analysis, Credit Derivatives, Cash Management, Private Equity, Revolving Lines of..., Letters of Credit, Money Market Funds, Investment Management, Fixed Income, Equities, Capital Markets, Trading, Series 7, Series 66, Bloomberg, Derivatives, Securities, Investments
Education
James Madison University 2001 — 2005
Business Bachelor of Arts, Finance and International Business
Marissa David's Lehman Brothers Experience February 1998 - September 2001
Job Senior Business Analyst/Product Development Manager at PrimeOne Solutions
Industry Capital Markets
Experience
PrimeOne Solutions April 2014 - Present
Barclays Capital February 2011 - April 2014
Barclays Capital 2008 - February 2011
Lehman Brothers Inc. September 2001 - September 2008
Lehman Brothers February 1998 - September 2001
Skills
Structured Products, Capital Markets, Trading Systems, Investment Banking, Equity Derivatives, Prime Brokerage, Equities, Portfolio Management, Financial Services, Bloomberg, Project Management, Financial Regulation, Middle Office, Portfolio Accounting, Trading, Risk Management, Strategy
Education
University of Antwerp 1997 — 1997
Finance
International University of Japan 1995 — 1997
MBA, Finance
University of the Philippines
Bachelor of Science (Cum Laude), Business Economics
PrimeOne Solutions April 2014 - Present
Barclays Capital February 2011 - April 2014
Barclays Capital 2008 - February 2011
Lehman Brothers Inc. September 2001 - September 2008
Lehman Brothers February 1998 - September 2001
Skills
Structured Products, Capital Markets, Trading Systems, Investment Banking, Equity Derivatives, Prime Brokerage, Equities, Portfolio Management, Financial Services, Bloomberg, Project Management, Financial Regulation, Middle Office, Portfolio Accounting, Trading, Risk Management, Strategy
Education
University of Antwerp 1997 — 1997
Finance
International University of Japan 1995 — 1997
MBA, Finance
University of the Philippines
Bachelor of Science (Cum Laude), Business Economics
Joseph Antonio's Lehman Brothers Experience May 2001 - September 2004
Job Vice President Fixed Income Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo October 2009 - December 2013
Wells Fargo March 2007 - October 2009
Morgan Stanley September 2004 - March 2007
Lehman Brothers May 2001 - September 2004
Lehman Brothers November 1998 - May 2001
Iona Preparatory High School September 1996 - November 1998
Skills
Fixed Income, Prime Brokerage, Middle Office, Financial Services, Bonds, Trading, FINRA, Series 63, Derivatives, Investment Banking, Trading Systems, Hedge Funds, Options, Series 7, Capital Markets, Alternative Investments, Swaps, Interest Rate..., Credit Derivatives, Municipal Bonds, Foreign Exchange, FX Options, Equities, Systems Improvement, System Implementations, Impact, Broadridge, Series 24
Education
Iona College 1991 — 1995
Bachelor of Science (B.S.), Mathematics
Wells Fargo December 2013 - Present
Wells Fargo October 2009 - December 2013
Wells Fargo March 2007 - October 2009
Morgan Stanley September 2004 - March 2007
Lehman Brothers May 2001 - September 2004
Lehman Brothers November 1998 - May 2001
Iona Preparatory High School September 1996 - November 1998
Skills
Fixed Income, Prime Brokerage, Middle Office, Financial Services, Bonds, Trading, FINRA, Series 63, Derivatives, Investment Banking, Trading Systems, Hedge Funds, Options, Series 7, Capital Markets, Alternative Investments, Swaps, Interest Rate..., Credit Derivatives, Municipal Bonds, Foreign Exchange, FX Options, Equities, Systems Improvement, System Implementations, Impact, Broadridge, Series 24
Education
Iona College 1991 — 1995
Bachelor of Science (B.S.), Mathematics
Bipin Byreddy's Lehman Brothers Experience 2006 - 2007
Job ETL Developer at Active Health Management
Industry Financial Services
Experience
Active Health Management December 2010 - Present
Thomson Reuters March 2010 - November 2010
Standard & Poor's March 2009 - March 2010
TIAA-CREF September 2008 - January 2009
Citigroup August 2007 - August 2008
Capgemini Consulting 2007 - 2008
Lehman Brothers 2006 - 2007
Deloitte Consulting 2005 - 2006
Norwich Union Insurance 2004 - 2005
Skills
Informatica
Education
Jawaharlal Nehru Technological University 1999 — 2003
Pragathi Study Circle 1994 — 1996
Active Health Management December 2010 - Present
Thomson Reuters March 2010 - November 2010
Standard & Poor's March 2009 - March 2010
TIAA-CREF September 2008 - January 2009
Citigroup August 2007 - August 2008
Capgemini Consulting 2007 - 2008
Lehman Brothers 2006 - 2007
Deloitte Consulting 2005 - 2006
Norwich Union Insurance 2004 - 2005
Skills
Informatica
Education
Jawaharlal Nehru Technological University 1999 — 2003
Pragathi Study Circle 1994 — 1996
Asli Hitay Espin's Lehman Brothers Experience August 2005 - May 2006
Job Senior Vice President at Citigroup
Industry Banking
Experience
Citigroup August 2010 - Present
Citi May 2006 - August 2010
Lehman Brothers August 2005 - May 2006
Citibank January 1996 - May 2005
Skills
Retail Banking, FX Options, Financial Modeling, Banking, Financial Analysis, Risk Management, Capital Markets, Foreign Exchange, Divestitures, Management Reporting, Asset Managment, Hedge Funds, Valuation, Middle Office, Finance, Equities, Fixed Income, Derivatives, Management, Corporate Finance, Investment Banking, Mergers, Portfolio Management, Credit Risk, Business Analysis, Treasury Management, Credit, Credit Analysis, Product Control
Education
Montclair State University 1993 — 1996
MBA, Finance
İstanbul Teknik Üniversitesi 1987 — 1991
BS, Isletme Muhendisligi / Management Engineering
Citigroup August 2010 - Present
Citi May 2006 - August 2010
Lehman Brothers August 2005 - May 2006
Citibank January 1996 - May 2005
Skills
Retail Banking, FX Options, Financial Modeling, Banking, Financial Analysis, Risk Management, Capital Markets, Foreign Exchange, Divestitures, Management Reporting, Asset Managment, Hedge Funds, Valuation, Middle Office, Finance, Equities, Fixed Income, Derivatives, Management, Corporate Finance, Investment Banking, Mergers, Portfolio Management, Credit Risk, Business Analysis, Treasury Management, Credit, Credit Analysis, Product Control
Education
Montclair State University 1993 — 1996
MBA, Finance
İstanbul Teknik Üniversitesi 1987 — 1991
BS, Isletme Muhendisligi / Management Engineering
Jamie Bronder's Lehman Brothers Experience August 2006 - November 2008
Job HR Operations Vendor Manager at GE
Industry Human Resources
Experience
GE Power & Water July 2013 - Present
GE Global Growth & Operations January 2010 - July 2013
Lehman Brothers Holdings Inc. May 2009 - January 2010
Lehman Brothers August 2006 - November 2008
General Electric May 2005 - August 2005
Skills
PeopleSoft, ADP Payroll, Financial Analysis, Human Resources, Data Analysis, Equities, Performance Management, Process Improvement
Education
Ithaca College 2002 — 2006
Bachelor of Science, Business/Marketing
GE Power & Water July 2013 - Present
GE Global Growth & Operations January 2010 - July 2013
Lehman Brothers Holdings Inc. May 2009 - January 2010
Lehman Brothers August 2006 - November 2008
General Electric May 2005 - August 2005
Skills
PeopleSoft, ADP Payroll, Financial Analysis, Human Resources, Data Analysis, Equities, Performance Management, Process Improvement
Education
Ithaca College 2002 — 2006
Bachelor of Science, Business/Marketing
Jonathan Dong's Lehman Brothers Experience July 1999 - September 2008
Job Senior Vice President at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC May 2014 - Present
Barclays Capital September 2008 - January 2014
Barclays Capital 2008 - March 2010
Lehman Brothers July 1999 - September 2008
Education
James Madison University 1995 — 1999
James Madison University 1995 — 1999
BBA, Finance
Imperial Capital, LLC May 2014 - Present
Barclays Capital September 2008 - January 2014
Barclays Capital 2008 - March 2010
Lehman Brothers July 1999 - September 2008
Education
James Madison University 1995 — 1999
James Madison University 1995 — 1999
BBA, Finance
Michael Covey's Lehman Brothers Experience December 1999 - October 2007
Job Managing Director at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management October 2007 - Present
Western Golf Association/Evans Scholars Foundation January 2012 - Present
Union League Club of Chicago June 2014 - June 2015
Clarity Solution Group May 2012 - May 2014
Union League Club of Chicago June 2008 - June 2010
Lehman Brothers December 1999 - October 2007
Diversified Financial Management Corp. 1996 - 1999
Ernst & Young LLP 1994 - 1996
Education
John Carroll University 1990 — 1994
B.S.B.A., Accounting
Loyola University of Chicago Rome Center 1993 — 1993
St. Viator High School 1986 — 1990
UBS Private Wealth Management October 2007 - Present
Western Golf Association/Evans Scholars Foundation January 2012 - Present
Union League Club of Chicago June 2014 - June 2015
Clarity Solution Group May 2012 - May 2014
Union League Club of Chicago June 2008 - June 2010
Lehman Brothers December 1999 - October 2007
Diversified Financial Management Corp. 1996 - 1999
Ernst & Young LLP 1994 - 1996
Education
John Carroll University 1990 — 1994
B.S.B.A., Accounting
Loyola University of Chicago Rome Center 1993 — 1993
St. Viator High School 1986 — 1990
Mark Zima's Lehman Brothers Experience September 2005 - September 2006
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2006 - Present
Lehman Brothers September 2005 - September 2006
Morgan Stanley May 1998 - October 2005
Education
Iona College 1987 — 1990
Master of Business Administration (MBA), Business/Managerial Economics
Credit Suisse October 2006 - Present
Lehman Brothers September 2005 - September 2006
Morgan Stanley May 1998 - October 2005
Education
Iona College 1987 — 1990
Master of Business Administration (MBA), Business/Managerial Economics
Casey Meskers's Lehman Brothers Experience 1989 - 1994
Job Executive Director Treasury Services at JPMorgan
Industry Banking
Experience
Easton Volunteer Fire Company 2010 - Present
JPMorgan February 2001 - Present
GE 1995 - 2001
Prudential Securities 1994 - 1995
Lehman Brothers 1989 - 1994
Drexel Burnham Lambert 1986 - 1989
Education
Iona College 1980 — 1984
Easton Volunteer Fire Company 2010 - Present
JPMorgan February 2001 - Present
GE 1995 - 2001
Prudential Securities 1994 - 1995
Lehman Brothers 1989 - 1994
Drexel Burnham Lambert 1986 - 1989
Education
Iona College 1980 — 1984
Michael Lynch's Lehman Brothers Experience February 1992 - February 1993
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch August 2011 - December 2013
Bank of America Merrill Lynch January 2009 - August 2011
Merrill Lynch February 2005 - December 2008
Merrill Lynch January 2003 - February 2005
Merrill Lynch August 2000 - December 2003
Merrill Lynch January 1998 - July 2000
Merrill Lynch March 1993 - December 1998
Lehman Brothers February 1992 - February 1993
Salomon Brothers January 1983 - January 1992
Skills
Securities, Electronic Trading, Trading, Bloomberg, Equity Trading, Equity Research, Series 24, Relationship Management, Series 63, Asset Managment, FINRA, Alternative Investments, Capital Markets, Derivatives, ETFs, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Loan Origination, Options, Portfolio Management, Prime Brokerage, Series 7, Trading Systems
Education
Iona College 1980 — 1983
MBA
Iona College 1975 — 1979
Bachelor of Business Administration (BBA)
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch August 2011 - December 2013
Bank of America Merrill Lynch January 2009 - August 2011
Merrill Lynch February 2005 - December 2008
Merrill Lynch January 2003 - February 2005
Merrill Lynch August 2000 - December 2003
Merrill Lynch January 1998 - July 2000
Merrill Lynch March 1993 - December 1998
Lehman Brothers February 1992 - February 1993
Salomon Brothers January 1983 - January 1992
Skills
Securities, Electronic Trading, Trading, Bloomberg, Equity Trading, Equity Research, Series 24, Relationship Management, Series 63, Asset Managment, FINRA, Alternative Investments, Capital Markets, Derivatives, ETFs, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Investments, Loan Origination, Options, Portfolio Management, Prime Brokerage, Series 7, Trading Systems
Education
Iona College 1980 — 1983
MBA
Iona College 1975 — 1979
Bachelor of Business Administration (BBA)
April Lokken's Lehman Brothers Experience February 2001 - January 2006
Job Cosmetic Buyer
Industry Retail
Experience
Nordstrom January 2013 - Present
Up for grabs January 2008 - Present
The Dot Printer January 2007 - April 2008
New Century Mortgage January 2006 - June 2007
Lehman Brothers February 2001 - January 2006
Skills
Account Management, Analysis, Cosmetics, Fragrance, Leadership, Merchandising, Retail, Sales, Customer Service, Inventory Management
Education
John Brown University
Nordstrom January 2013 - Present
Up for grabs January 2008 - Present
The Dot Printer January 2007 - April 2008
New Century Mortgage January 2006 - June 2007
Lehman Brothers February 2001 - January 2006
Skills
Account Management, Analysis, Cosmetics, Fragrance, Leadership, Merchandising, Retail, Sales, Customer Service, Inventory Management
Education
John Brown University
sridhar vempali's Lehman Brothers Experience 2007 - 2008
Job java professional at R Square
Industry Computer Software
Felipe Ucros's Lehman Brothers Experience October 2008 - January 2011
Job Director at BTG Pactual
Industry Financial Services
Experience
BTG Pactual 2014 - Present
BTG Pactual 2011 - 2014
Lehman Brothers October 2008 - January 2011
Lehman Brothers July 2007 - October 2008
Lehman Brothers July 2005 - July 2007
Skills
Debt, Hedge Funds, Equities, LBO, Mezzanine, Investments, Mergers, DCF, Financial Institutions, Capital Markets, Bloomberg, Valuation, High Yield, Financial Modeling, Capital, Asset Managment, Equity Research, Business Strategy, Corporate Finance, Securitization, Investment Banking, Derivatives, IPO, Private Equity, Restructuring, Due Diligence, Financial Structuring, Strategy, Financial Markets, Emerging Markets, Special Situations, Structured Finance, Fixed Income, Alternative Investments, M&A experience, Equity Valuation, Banking, Portfolio Management, Mergers & Acquisitions
Education
Indiana University of Pennsylvania 2002 — 2005
Bachelor of Science (B.S.), Finance, General
Indiana University of Pennsylvania 2002 — 2005
Bachelor of Arts (B.A.), Econ-Math
SEO 2004 — 2004
Universidad de Los Andes 1999 — 2002
Economics
Colegio San Carlos 1985 — 1999
BTG Pactual 2014 - Present
BTG Pactual 2011 - 2014
Lehman Brothers October 2008 - January 2011
Lehman Brothers July 2007 - October 2008
Lehman Brothers July 2005 - July 2007
Skills
Debt, Hedge Funds, Equities, LBO, Mezzanine, Investments, Mergers, DCF, Financial Institutions, Capital Markets, Bloomberg, Valuation, High Yield, Financial Modeling, Capital, Asset Managment, Equity Research, Business Strategy, Corporate Finance, Securitization, Investment Banking, Derivatives, IPO, Private Equity, Restructuring, Due Diligence, Financial Structuring, Strategy, Financial Markets, Emerging Markets, Special Situations, Structured Finance, Fixed Income, Alternative Investments, M&A experience, Equity Valuation, Banking, Portfolio Management, Mergers & Acquisitions
Education
Indiana University of Pennsylvania 2002 — 2005
Bachelor of Science (B.S.), Finance, General
Indiana University of Pennsylvania 2002 — 2005
Bachelor of Arts (B.A.), Econ-Math
SEO 2004 — 2004
Universidad de Los Andes 1999 — 2002
Economics
Colegio San Carlos 1985 — 1999
Pat Garvey's Lehman Brothers Experience 1987 - 1998
Job Managing Director; Global CoHead of Fixed Income Trading
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
New York Jets LLC August 2012 - January 2013
Cantor Fitzgerald & Co. April 2010 - February 2012
Mitsubishi UFJ Securities (USA), Inc. February 2009 - April 2010
UBS Investment Bank August 1998 - October 2008
Lehman Brothers 1987 - 1998
DWS Scudder Investments May 1985 - January 1987
KPMG US July 1978 - May 1985
Skills
Relationship Management, Equities, Fixed Income, Prime Brokerage, Bonds, Capital Markets, Securities Lending, Collateral Management, Management Consulting, Consulting, Financial Services, Trading, Alternative Investments, Structured Products
Education
Iona College
BBA, Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Information Sytems
BNY Mellon July 2013 - Present
New York Jets LLC August 2012 - January 2013
Cantor Fitzgerald & Co. April 2010 - February 2012
Mitsubishi UFJ Securities (USA), Inc. February 2009 - April 2010
UBS Investment Bank August 1998 - October 2008
Lehman Brothers 1987 - 1998
DWS Scudder Investments May 1985 - January 1987
KPMG US July 1978 - May 1985
Skills
Relationship Management, Equities, Fixed Income, Prime Brokerage, Bonds, Capital Markets, Securities Lending, Collateral Management, Management Consulting, Consulting, Financial Services, Trading, Alternative Investments, Structured Products
Education
Iona College
BBA, Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Information Sytems
Shane Emerson's Lehman Brothers Experience July 2007 - March 2008
Job Product Manager at Pearson
Industry Information Technology and Services
Experience
eCollege September 2008 - Present
Aurora Loan Services July 2007 - March 2008
Lehman Brothers July 2007 - March 2008
On Command Video 2007 - 2007
MCI 2000 - 2006
Homespace 1998 - 2000
Harborton Mortgage Corporation 1996 - 1998
Education
Iowa State University 1989 — 1993
BS, Finance, General
Iowa State University - College of Business 1989 — 1993
BS, Finance, General
eCollege September 2008 - Present
Aurora Loan Services July 2007 - March 2008
Lehman Brothers July 2007 - March 2008
On Command Video 2007 - 2007
MCI 2000 - 2006
Homespace 1998 - 2000
Harborton Mortgage Corporation 1996 - 1998
Education
Iowa State University 1989 — 1993
BS, Finance, General
Iowa State University - College of Business 1989 — 1993
BS, Finance, General
Robert Leckie, PMP's Lehman Brothers Experience 2005 - 2008
Job ECM Practice Director at Agile Upstream
Industry Oil & Energy
Experience
Agile Upstream November 2014 - Present
Fiserv July 2013 - November 2014
Fiserv July 2008 - July 2013
Lehman Brothers Bank - Aurora Loan Services 2006 - 2008
Lehman Brothers Bank 2006 - 2008
Lehman Brothers 2005 - 2008
ABN AMRO 2002 - 2006
ABN AMRO 2001 - 2002
First Union Securities 2000 - 2001
The Answer Group 1998 - 2000
Skills
Series 6, Financial Sales, Series 63, Banking, PMP, MCSE, OnBase, Project Management, Program Management, Change Management, Enterprise Content..., Project Planning, Project Coordination, Software Project..., MS Project, Vendor Management, Risk Management, Leadership, Process Improvement, Strategic Planning, Performance Management, Recruiting, Budgets, Management, Microsoft Certified..., Training, Software Development, Sales, SDLC, Governance, Business Analysis, Project Portfolio..., Business Process..., Requirements Gathering, Requirements Analysis, Enterprise Software, Integration, Visio, IT Management, Business Process, CRM, SharePoint, Resource Management, IT Strategy, Information Technology, Consulting, Analysis, PMO
Education
Johnson & Wales University 1992 — 1996
Pennsbury 1990 — 1992
University of Massachusetts Lowell
Information Technology
Agile Upstream November 2014 - Present
Fiserv July 2013 - November 2014
Fiserv July 2008 - July 2013
Lehman Brothers Bank - Aurora Loan Services 2006 - 2008
Lehman Brothers Bank 2006 - 2008
Lehman Brothers 2005 - 2008
ABN AMRO 2002 - 2006
ABN AMRO 2001 - 2002
First Union Securities 2000 - 2001
The Answer Group 1998 - 2000
Skills
Series 6, Financial Sales, Series 63, Banking, PMP, MCSE, OnBase, Project Management, Program Management, Change Management, Enterprise Content..., Project Planning, Project Coordination, Software Project..., MS Project, Vendor Management, Risk Management, Leadership, Process Improvement, Strategic Planning, Performance Management, Recruiting, Budgets, Management, Microsoft Certified..., Training, Software Development, Sales, SDLC, Governance, Business Analysis, Project Portfolio..., Business Process..., Requirements Gathering, Requirements Analysis, Enterprise Software, Integration, Visio, IT Management, Business Process, CRM, SharePoint, Resource Management, IT Strategy, Information Technology, Consulting, Analysis, PMO
Education
Johnson & Wales University 1992 — 1996
Pennsbury 1990 — 1992
University of Massachusetts Lowell
Information Technology
Ashok Attada's Lehman Brothers Experience May 2007 - September 2008
Job Technical Lead at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers May 2007 - September 2008
BI 2003 - 2007
BI Worldwide 2003 - 2006
Cox Communications August 2002 - May 2003
Daymon Associates February 2001 - July 2002
Caterpillar August 1998 - June 2000
Yash 1997 - 1998
Skills
Spring, Databases, SDLC, Agile Methodologies, Java Enterprise Edition, Sybase, Enterprise Architecture, Requirements Analysis, Unix, SQL, Business Analysis, Vendor Management, XML, Web Services, JMS, Oracle, Java
Education
Tennessee Technological University 1996 — 1998
Master of Science (M.S.)
Jawaharlal Nehru Technological University 1992 — 1996
BS, Engineering
Barclays September 2008 - Present
Lehman Brothers May 2007 - September 2008
BI 2003 - 2007
BI Worldwide 2003 - 2006
Cox Communications August 2002 - May 2003
Daymon Associates February 2001 - July 2002
Caterpillar August 1998 - June 2000
Yash 1997 - 1998
Skills
Spring, Databases, SDLC, Agile Methodologies, Java Enterprise Edition, Sybase, Enterprise Architecture, Requirements Analysis, Unix, SQL, Business Analysis, Vendor Management, XML, Web Services, JMS, Oracle, Java
Education
Tennessee Technological University 1996 — 1998
Master of Science (M.S.)
Jawaharlal Nehru Technological University 1992 — 1996
BS, Engineering
Peter Colangelo's Lehman Brothers Experience January 1991 - January 1993
Job President Blue Chip Lending Services, Inc
Industry Financial Services
Experience
Blue Chip Lending Services, Inc January 1996 - Present
Lehman Brothers January 1991 - January 1993
Skills
Finacial, Mortgage Lending, Mortgage Banking, Real Estate Transactions, FHA financing, First Time Home Buyers, Real Estate, Business Development, Finance, Stock Option, Entrepreneurship
Education
Jacksonville University 1986 — 1990
Bachelor's degree, Finance, General
Blue Chip Lending Services, Inc January 1996 - Present
Lehman Brothers January 1991 - January 1993
Skills
Finacial, Mortgage Lending, Mortgage Banking, Real Estate Transactions, FHA financing, First Time Home Buyers, Real Estate, Business Development, Finance, Stock Option, Entrepreneurship
Education
Jacksonville University 1986 — 1990
Bachelor's degree, Finance, General
Sonya Naths's Lehman Brothers Experience May 2005 - September 2008
Job SVP at Lehman Brothers
Industry Banking
Experience
Barclays Capital 2008 - Present
Lehman Brothers May 2005 - September 2008
Eurohypo 2003 - 2005
S&P 1995 - 2003
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA
Ithaca College 1988 — 1992
BS
Barclays Capital 2008 - Present
Lehman Brothers May 2005 - September 2008
Eurohypo 2003 - 2005
S&P 1995 - 2003
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA
Ithaca College 1988 — 1992
BS
Jennifer (Russ) Ruden, MLIS's Lehman Brothers Experience November 2005 - February 2009
Job Director, Research and Development Systems at Phoenix House
Industry Nonprofit Organization Management
Experience
Phoenix House April 2015 - Present
Barclays Investment Bank February 2009 - March 2015
Lehman Brothers November 2005 - February 2009
FIDM June 2004 - November 2005
The ALS Association January 2001 - May 2004
School of American Ballet 1998 - 2000
Theatre Development Fund June 1997 - May 1998
Carnegie Hall April 1995 - June 1997
Skills
Research, Fundraising, Marketing, Grant Writing, Database Administration, Organization, Online Research, Non-profits, Volunteer Management, Public Speaking, Editing, Employee Training, Project Coordination, Nonprofits, Social Networking, Data Analysis, Analysis
Education
San Jose State University 2005 — 2007
MILS, Library Science
Ithaca College 1990 — 1993
Bachelor of Science, Theatre Arts Management
ETHS
Phoenix House April 2015 - Present
Barclays Investment Bank February 2009 - March 2015
Lehman Brothers November 2005 - February 2009
FIDM June 2004 - November 2005
The ALS Association January 2001 - May 2004
School of American Ballet 1998 - 2000
Theatre Development Fund June 1997 - May 1998
Carnegie Hall April 1995 - June 1997
Skills
Research, Fundraising, Marketing, Grant Writing, Database Administration, Organization, Online Research, Non-profits, Volunteer Management, Public Speaking, Editing, Employee Training, Project Coordination, Nonprofits, Social Networking, Data Analysis, Analysis
Education
San Jose State University 2005 — 2007
MILS, Library Science
Ithaca College 1990 — 1993
Bachelor of Science, Theatre Arts Management
ETHS
Bill DiFonzo's Lehman Brothers Experience 1993 - 1994
Job VP Aegon Global Technology Engineering and PMO at Aegon
Industry Financial Services
Experience
Aegon April 2015 - Present
AEGON January 2011 - Present
AEGON 2007 - May 2010
Bank of America 1998 - 2000
EMI Music June 1995 - 1998
Deutsche Bank 1993 - 1995
Lehman Brothers 1993 - 1994
Loews Corporation April 1989 - June 1993
Skills
ITIL, Service Delivery, CRM, Project Management, Strategic Planning, IT Management, IT Strategy, Infrastructure, Requirements Gathering, Disaster Recovery, Governance, Vendor Management, Process Improvement, Project Portfolio..., SDLC, Balanced Scorecard, Matrix Management, Enterprise Architecture, Integration, Business Continuity, Business Analysis, Outsourcing, Change Management, Data Center, Visio, Strategy, Cloud Computing, Team Building, Business Process..., IT Service Management, Analysis, IT Operations, Security, Program Management, Service Management, Solution Architecture, Vendor Relations, Customer Relationship..., Management, Leadership, PMO, Mergers & Acquisitions, Information Technology, Business Intelligence, PMP, Requirements Analysis, Incident Management, Software Project..., Cloud Brokering, Enterprise Risk...
Education
Iona College 1984 — 1988
BA, Computer Information Science
Aegon April 2015 - Present
AEGON January 2011 - Present
AEGON 2007 - May 2010
Bank of America 1998 - 2000
EMI Music June 1995 - 1998
Deutsche Bank 1993 - 1995
Lehman Brothers 1993 - 1994
Loews Corporation April 1989 - June 1993
Skills
ITIL, Service Delivery, CRM, Project Management, Strategic Planning, IT Management, IT Strategy, Infrastructure, Requirements Gathering, Disaster Recovery, Governance, Vendor Management, Process Improvement, Project Portfolio..., SDLC, Balanced Scorecard, Matrix Management, Enterprise Architecture, Integration, Business Continuity, Business Analysis, Outsourcing, Change Management, Data Center, Visio, Strategy, Cloud Computing, Team Building, Business Process..., IT Service Management, Analysis, IT Operations, Security, Program Management, Service Management, Solution Architecture, Vendor Relations, Customer Relationship..., Management, Leadership, PMO, Mergers & Acquisitions, Information Technology, Business Intelligence, PMP, Requirements Analysis, Incident Management, Software Project..., Cloud Brokering, Enterprise Risk...
Education
Iona College 1984 — 1988
BA, Computer Information Science
Nanda Kanuri's Lehman Brothers Experience 2002 - 2008
Job Principal, Fortira Inc.
Industry Financial Services
Experience
Fortira Inc (Formerly known as RIK Technologies) January 2009 - Present
Fidelity Investments 2008 - 2011
Lehman Brothers 2002 - 2008
Optimal Solutions Inc 1993 - 2006
EBond Trade 1999 - 2002
Lehman Brothers 1996 - 1999
Bankers Trust 1992 - 1996
American Banker Bond Buyer 1991 - 1992
Salomon Brothers 1989 - 1991
Skills
Business Analysis, SDLC, Sybase, Data Warehousing, Software Project..., Trading Systems, Investment Banking, Market Data, Unix, Requirements Analysis, SQL, Vendor Management, ETL, Agile Methodologies, Disaster Recovery, Software Development, Enterprise Architecture, Microsoft SQL Server, Databases, Business Intelligence, Oracle, PL/SQL, Data Modeling, SOA
Education
New Jersey Institute of Technology 1987 — 1988
Masters, Computer Systems
Jawaharlal Nehru Technological University 1981 — 1985
Engineering, Electronics and Communications
Fortira Inc (Formerly known as RIK Technologies) January 2009 - Present
Fidelity Investments 2008 - 2011
Lehman Brothers 2002 - 2008
Optimal Solutions Inc 1993 - 2006
EBond Trade 1999 - 2002
Lehman Brothers 1996 - 1999
Bankers Trust 1992 - 1996
American Banker Bond Buyer 1991 - 1992
Salomon Brothers 1989 - 1991
Skills
Business Analysis, SDLC, Sybase, Data Warehousing, Software Project..., Trading Systems, Investment Banking, Market Data, Unix, Requirements Analysis, SQL, Vendor Management, ETL, Agile Methodologies, Disaster Recovery, Software Development, Enterprise Architecture, Microsoft SQL Server, Databases, Business Intelligence, Oracle, PL/SQL, Data Modeling, SOA
Education
New Jersey Institute of Technology 1987 — 1988
Masters, Computer Systems
Jawaharlal Nehru Technological University 1981 — 1985
Engineering, Electronics and Communications
Srini Yellamelli's Lehman Brothers Experience February 1993 - July 1994
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America December 2010 - November 2011
Morgan Stanley March 2009 - December 2010
Merrill Lynch 1996 - 2008
Nat West July 1994 - October 1996
Lehman Brothers February 1993 - July 1994
Salomon Brothers April 1990 - February 1993
Skills
Trading Systems, Market Data, Electronic Trading, Equity Derivatives, Equities
Education
Jawaharlal Nehru Technological University
B.Tech, Mechanical Engineering
New Jersey Institute of Technology
M.S, Computer Science
Bank of America December 2010 - November 2011
Morgan Stanley March 2009 - December 2010
Merrill Lynch 1996 - 2008
Nat West July 1994 - October 1996
Lehman Brothers February 1993 - July 1994
Salomon Brothers April 1990 - February 1993
Skills
Trading Systems, Market Data, Electronic Trading, Equity Derivatives, Equities
Education
Jawaharlal Nehru Technological University
B.Tech, Mechanical Engineering
New Jersey Institute of Technology
M.S, Computer Science
Aravind Janga's Lehman Brothers Experience 2006 - January 2009
Job Risk Analytics Dev Team Lead
Industry Financial Services
Experience
Citi March 2009 - Present
Lehman Brothers 2006 - January 2009
HSBC July 2005 - October 2006
Citigroup 2004 - 2005
Spirent Communications 2000 - 2004
Skills
Derivatives, Commodities, Trading, Credit Risk, Risk, Trading Systems, Fixed Income
Education
University of Toledo 1998 — 1999
MS in Engineering, Conc. in Computer Science, Networks
Kakatiya University 1994 — 1998
B.Tech, Electronics
saint paul's hanamkonda 1985 — 1992
high school
Citi March 2009 - Present
Lehman Brothers 2006 - January 2009
HSBC July 2005 - October 2006
Citigroup 2004 - 2005
Spirent Communications 2000 - 2004
Skills
Derivatives, Commodities, Trading, Credit Risk, Risk, Trading Systems, Fixed Income
Education
University of Toledo 1998 — 1999
MS in Engineering, Conc. in Computer Science, Networks
Kakatiya University 1994 — 1998
B.Tech, Electronics
saint paul's hanamkonda 1985 — 1992
high school
Brian McLoone's Lehman Brothers Experience 2000 - 2001
Job Senior Vice President Financial Mgt Group
Industry Financial Services
Experience
Prudential Financial ConsultantBridgewater Associates2013 - 2013
MetLife Inc 2008 - 2012
AIG Global Investment Group 2001 - 2008
Lehman Brothers 2000 - 2001
Garban Broking Services LLC 1998 - 2000
Deutsche Bank 1995 - 1998
Bankers Trust Company 1989 - 1995
Salomon Brothers Inc 1984 - 1989
Peat, Marwick, Mitchell & Company 1979 - 1984
Skills
Accounting, Asset Managment, Private Equity, Hedge Funds, investment accounting, CPA, Investment Advisory, Due Diligence, Securities, Finance, Mergers, Managerial Finance, Derivatives, Mutual Funds, Leadership, Financial Services, Performance Attribution, Negotiation, Strategy, Financial Markets, Mentoring, Motivation, Staff..., Auditing, Mergers & Acquisitions, Fixed Income, Capital Markets, Investment Banking, Trading, Structured Products, Bloomberg, Portfolio Management, Financial Risk, Strategic Financial..., Valuation, Bonds, Loans, Investment Management, Asset Management
Education
Iona College 1974 — 1978
BBA, Acconting
Prudential Financial ConsultantBridgewater Associates2013 - 2013
MetLife Inc 2008 - 2012
AIG Global Investment Group 2001 - 2008
Lehman Brothers 2000 - 2001
Garban Broking Services LLC 1998 - 2000
Deutsche Bank 1995 - 1998
Bankers Trust Company 1989 - 1995
Salomon Brothers Inc 1984 - 1989
Peat, Marwick, Mitchell & Company 1979 - 1984
Skills
Accounting, Asset Managment, Private Equity, Hedge Funds, investment accounting, CPA, Investment Advisory, Due Diligence, Securities, Finance, Mergers, Managerial Finance, Derivatives, Mutual Funds, Leadership, Financial Services, Performance Attribution, Negotiation, Strategy, Financial Markets, Mentoring, Motivation, Staff..., Auditing, Mergers & Acquisitions, Fixed Income, Capital Markets, Investment Banking, Trading, Structured Products, Bloomberg, Portfolio Management, Financial Risk, Strategic Financial..., Valuation, Bonds, Loans, Investment Management, Asset Management
Education
Iona College 1974 — 1978
BBA, Acconting
Nancy Lushan Nesvet's Lehman Brothers Experience 1996 - 2008
Job Elementary School Teacher at Natick Public Schools
Industry Primary/Secondary Education
Experience
Natick Public Schools December 2010 - Present
Natick Public Schools December 2010 - Present
Lehman Brothers 1996 - 2008
Capital Crossing Bank 1996 - 2008
Bank Hapoalim 1987 - 1995
Education
Ithaca College 1976 — 1980
BS, Business Administration
Beaver Country Day School
Natick Public Schools December 2010 - Present
Natick Public Schools December 2010 - Present
Lehman Brothers 1996 - 2008
Capital Crossing Bank 1996 - 2008
Bank Hapoalim 1987 - 1995
Education
Ithaca College 1976 — 1980
BS, Business Administration
Beaver Country Day School
Bo Ford's Lehman Brothers Experience 2004 - 2008
Job at
Industry Oil & Energy
Experience
Concho Resources September 2014 - Present
Lookout Capital Management December 2012 - July 2014
Ford Investment Management, LLC June 2011 - December 2012
Barclays 2008 - 2011
Lehman Brothers 2004 - 2008
Skills
Equities, Wealth Management, Hedge Funds, Private Equity, Alternative Investments, Derivatives, Risk Management, Financial Services, Investments, Fixed Income, Due Diligence, Commodity, Options, Trading, Financial Structuring, Mergers & Acquisitions, Hedging, Series 63, Capital Markets, Corporate Development, Venture Capital, Finance, Banking, Investment Banking, Series 7, Financial Modeling, Valuation, Investor Relations, Asset Management, Mutual Funds, Portfolio Management, Bloomberg, Securities, Financial Analysis, Investment Management, Investment Advisory, Asset Allocation, Emerging Markets, Equity Research, Corporate Finance, Investment Strategies, Project Finance, Business Valuation
Education
Jones Graduate School of Business, Rice University 2002 — 2004
MBA, Finance
The University of Texas at Austin 1989 — 1994
BA
Briargrove
Kinkaid School
Concho Resources September 2014 - Present
Lookout Capital Management December 2012 - July 2014
Ford Investment Management, LLC June 2011 - December 2012
Barclays 2008 - 2011
Lehman Brothers 2004 - 2008
Skills
Equities, Wealth Management, Hedge Funds, Private Equity, Alternative Investments, Derivatives, Risk Management, Financial Services, Investments, Fixed Income, Due Diligence, Commodity, Options, Trading, Financial Structuring, Mergers & Acquisitions, Hedging, Series 63, Capital Markets, Corporate Development, Venture Capital, Finance, Banking, Investment Banking, Series 7, Financial Modeling, Valuation, Investor Relations, Asset Management, Mutual Funds, Portfolio Management, Bloomberg, Securities, Financial Analysis, Investment Management, Investment Advisory, Asset Allocation, Emerging Markets, Equity Research, Corporate Finance, Investment Strategies, Project Finance, Business Valuation
Education
Jones Graduate School of Business, Rice University 2002 — 2004
MBA, Finance
The University of Texas at Austin 1989 — 1994
BA
Briargrove
Kinkaid School
Marc Wittenberg's Lehman Brothers Experience October 2004 - November 2008
Job Agile Coach / Scrum Master at Wells Fargo Capital Finance
Industry Information Technology and Services
Experience
Wells Fargo Capital Finance June 2015 - Present
Platts July 2013 - January 2015
Standard & Poor's 2008 - July 2013
Lehman Brothers October 2004 - November 2008
Credit Suisse March 2001 - October 2004
Skills
SDLC, Vendor Management, Business Analysis, Project Management, Agile Methodologies, Agile Project Management, Offshoring, Resource Management, Scrum, Project Portfolio..., Requirements Gathering, Outsourcing, PMO, Business Requirements, Software Project..., Visio, Risk Management, Information Technology, IT Strategy, User Acceptance Testing, Project Delivery, PMP, Requirements Analysis, Business Intelligence, Business Process, Business Process..., Enterprise Architecture, Financial Services, Fixed Income
Education
Iona College 1997 — 2000
BA, Business, Finance
Wells Fargo Capital Finance June 2015 - Present
Platts July 2013 - January 2015
Standard & Poor's 2008 - July 2013
Lehman Brothers October 2004 - November 2008
Credit Suisse March 2001 - October 2004
Skills
SDLC, Vendor Management, Business Analysis, Project Management, Agile Methodologies, Agile Project Management, Offshoring, Resource Management, Scrum, Project Portfolio..., Requirements Gathering, Outsourcing, PMO, Business Requirements, Software Project..., Visio, Risk Management, Information Technology, IT Strategy, User Acceptance Testing, Project Delivery, PMP, Requirements Analysis, Business Intelligence, Business Process, Business Process..., Enterprise Architecture, Financial Services, Fixed Income
Education
Iona College 1997 — 2000
BA, Business, Finance
Donal M. Lambe's Lehman Brothers Experience November 2000 - 2006
Job Group Ops Technology Business Management & Program Governance at UBS
Industry Financial Services
Experience
UBS September 2013 - Present
NYSE Euronext October 2012 - September 2013
Bank of America Merrill Lynch 2009 - 2011
Bank of America June 2006 - December 2009
Lehman Brothers November 2000 - 2006
Skills
Financial Analysis, Investment Banking, Banking, Financial Modeling, Financial Reporting, Analysis, Managerial Finance, Financial Services, Process Improvement, Management, Strategy, Finance, Budgets, Valuation, Business Analysis, Due Diligence
Education
Iona College 1998 — 2000
BS: Behavioral Science, Emphasis on Leadership, Management and Organizational Psychology, 3.97
UBS September 2013 - Present
NYSE Euronext October 2012 - September 2013
Bank of America Merrill Lynch 2009 - 2011
Bank of America June 2006 - December 2009
Lehman Brothers November 2000 - 2006
Skills
Financial Analysis, Investment Banking, Banking, Financial Modeling, Financial Reporting, Analysis, Managerial Finance, Financial Services, Process Improvement, Management, Strategy, Finance, Budgets, Valuation, Business Analysis, Due Diligence
Education
Iona College 1998 — 2000
BS: Behavioral Science, Emphasis on Leadership, Management and Organizational Psychology, 3.97
Jason Wang's Lehman Brothers Experience June 2008 - August 2008
Job Associate at Morgan Stanley Real Estate Investing
Industry Real Estate
Experience
Morgan Stanley June 2014 - Present
Canyon Capital October 2010 - March 2013
Pyramid Advisors June 2009 - October 2010
Lehman Brothers June 2008 - August 2008
Morningstar May 2007 - August 2007
Morningstar April 2006 - December 2006
Skills
Real Estate Private..., Real Estate Acquisitions, Deal Execution, Real Estate Development, Recapitalizations, Real Estate Financing, Distressed Debt, Mandarin, Hospitality Finance, Deal Structures
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master of Arts (MA), International Studies
INSEAD 2015 — 2015
Wharton Exchange
Northwestern University - Kellogg School of Management 2007 — 2009
Certificate in Financial Economics, Financial Economics
Northwestern University 2005 — 2009
BA, Economcs, Mathematics (MMSS)
Morgan Stanley June 2014 - Present
Canyon Capital October 2010 - March 2013
Pyramid Advisors June 2009 - October 2010
Lehman Brothers June 2008 - August 2008
Morningstar May 2007 - August 2007
Morningstar April 2006 - December 2006
Skills
Real Estate Private..., Real Estate Acquisitions, Deal Execution, Real Estate Development, Recapitalizations, Real Estate Financing, Distressed Debt, Mandarin, Hospitality Finance, Deal Structures
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master of Arts (MA), International Studies
INSEAD 2015 — 2015
Wharton Exchange
Northwestern University - Kellogg School of Management 2007 — 2009
Certificate in Financial Economics, Financial Economics
Northwestern University 2005 — 2009
BA, Economcs, Mathematics (MMSS)
Vijay Bheemineni's Lehman Brothers Experience July 2007 - September 2007
Job Sr Systems Engineer at NCS Pearson
Industry Computer Software
Experience
NCS Pearson October 2008 - Present
T-Mobile October 2007 - October 2008
Lehman Brothers July 2007 - September 2007
Capital One September 2006 - June 2007
AISD July 2006 - September 2006
Satyam November 2003 - July 2006
Yash Technologies May 2003 - October 2003
Skills
Java Enterprise Edition, Solaris, Ant, JBoss Application Server, Weblogic, Unix, Oracle, Java, Apache, Web Services, Sun Certified Java..., JMS, JSP, Unix Shell Scripting, Shell Scripting
Education
Western Governors University 2012 — 2015
Masters of Science, Information Security And Assurance
Jawaharlal Nehru Technological University 1999 — 2003
B-Tech, Computer Science
NCS Pearson October 2008 - Present
T-Mobile October 2007 - October 2008
Lehman Brothers July 2007 - September 2007
Capital One September 2006 - June 2007
AISD July 2006 - September 2006
Satyam November 2003 - July 2006
Yash Technologies May 2003 - October 2003
Skills
Java Enterprise Edition, Solaris, Ant, JBoss Application Server, Weblogic, Unix, Oracle, Java, Apache, Web Services, Sun Certified Java..., JMS, JSP, Unix Shell Scripting, Shell Scripting
Education
Western Governors University 2012 — 2015
Masters of Science, Information Security And Assurance
Jawaharlal Nehru Technological University 1999 — 2003
B-Tech, Computer Science
Nick Stimola's Lehman Brothers Experience April 2004 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Banc of America Securities 2009 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers April 2004 - September 2008
PricewaterhouseCoopers July 2001 - March 2004
Skills
Capital Markets
Education
James Madison University 1997 — 2001
BBA, Finance and Accounting
James Madison University 1997 — 2001
BBA, finance and accounting
Banc of America Securities 2009 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers April 2004 - September 2008
PricewaterhouseCoopers July 2001 - March 2004
Skills
Capital Markets
Education
James Madison University 1997 — 2001
BBA, Finance and Accounting
James Madison University 1997 — 2001
BBA, finance and accounting
Aamer Naseer's Lehman Brothers Experience 2002 - 2006
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray September 2006 - Present
Lehman Brothers 2002 - 2006
Bank of America 1992 - 2000
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
FG School Okara Cantt
Institute of Business Administration
Piper Jaffray September 2006 - Present
Lehman Brothers 2002 - 2006
Bank of America 1992 - 2000
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
FG School Okara Cantt
Institute of Business Administration
Michael Lindquist's Lehman Brothers Experience August 2006 - August 2008
Job Senior Vice President/Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust, Bank of America Private Wealth Management November 2009 - Present
BNY Mellon Wealth Management August 2008 - November 2009
Lehman Brothers August 2006 - August 2008
U.S. Trust Company March 1998 - August 2006
State Street Bank March 1996 - March 1998
Skills
Wealth Management
Education
Ithaca College 1991 — 1995
BS, Applied Economics
U.S. Trust, Bank of America Private Wealth Management November 2009 - Present
BNY Mellon Wealth Management August 2008 - November 2009
Lehman Brothers August 2006 - August 2008
U.S. Trust Company March 1998 - August 2006
State Street Bank March 1996 - March 1998
Skills
Wealth Management
Education
Ithaca College 1991 — 1995
BS, Applied Economics
Geraldine Canty's Lehman Brothers Experience October 1995 - March 2008
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
CKM Advisors June 2011 - Present
Lehman Brothers October 1995 - March 2008
Skills
Making connections, Listening, Experiential Learning, Corporate Finance, Financial Modeling, Due Diligence, Mergers, Risk Management, Financial Analysis, Investments, Change Management, Recruiting, Project Management, Business Analysis, Program Management, Private Equity, Employee Relations, Valuation, Process Improvement, Asset Managment, Investment Banking, Data Analysis, Outlook
Education
INSEAD 1974 — 1975
MBA, Organizational Behavior
CKM Advisors June 2011 - Present
Lehman Brothers October 1995 - March 2008
Skills
Making connections, Listening, Experiential Learning, Corporate Finance, Financial Modeling, Due Diligence, Mergers, Risk Management, Financial Analysis, Investments, Change Management, Recruiting, Project Management, Business Analysis, Program Management, Private Equity, Employee Relations, Valuation, Process Improvement, Asset Managment, Investment Banking, Data Analysis, Outlook
Education
INSEAD 1974 — 1975
MBA, Organizational Behavior
Peter Calistri's Lehman Brothers Experience August 1993 - September 2008
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Barclays Capital 1993 - Present
Lehman Brothers August 1993 - September 2008
Graphnet 1989 - 1993
Prodigy Communications April 1988 - October 1989
Skills
Capital Markets, Investment Banking, Equities, Fixed Income, Financial Modeling, Derivatives, Private Equity, Risk Management, Financial Services, Valuation, Corporate Finance, Finance, Financial Analysis, Mergers, Management, Financial Markets, Investments, Banking, Business Strategy, Due Diligence
Education
Iona College 1981 — 1985
Barclays Capital September 2008 - Present
Barclays Capital 1993 - Present
Lehman Brothers August 1993 - September 2008
Graphnet 1989 - 1993
Prodigy Communications April 1988 - October 1989
Skills
Capital Markets, Investment Banking, Equities, Fixed Income, Financial Modeling, Derivatives, Private Equity, Risk Management, Financial Services, Valuation, Corporate Finance, Finance, Financial Analysis, Mergers, Management, Financial Markets, Investments, Banking, Business Strategy, Due Diligence
Education
Iona College 1981 — 1985
Susan Musano's Lehman Brothers Experience July 2004 - September 2008
Job Vice President, HR Generalist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Moodys Corporation July 2009 - June 2013
Barclays Capital (formerly Lehman Brothers) September 2008 - July 2009
Lehman Brothers July 2004 - September 2008
US Trust January 2003 - July 2004
Morgan Stanley February 2000 - January 2003
Akin Gump Strauss Hauer & Feld LLP September 1998 - February 2000
Education
Iona College 1994 — 1998
BA
Morgan Stanley June 2013 - Present
Moodys Corporation July 2009 - June 2013
Barclays Capital (formerly Lehman Brothers) September 2008 - July 2009
Lehman Brothers July 2004 - September 2008
US Trust January 2003 - July 2004
Morgan Stanley February 2000 - January 2003
Akin Gump Strauss Hauer & Feld LLP September 1998 - February 2000
Education
Iona College 1994 — 1998
BA
Jean Francois Astier's Lehman Brothers Experience 1992 - 2008
Job Managing Director Head of Global Leveraged Finance at Barclays
Industry Financial Services
Experience
Barclays September 2012 - Present
Barclays January 2010 - September 2012
Barclays September 2008 - January 2010
Lehman Brothers 1992 - 2008
Continuum Group Limited February 2000 - June 2004
Skills
Investment Banking, Equities, Capital Markets, Private Equity, Fixed Income, Business Analysis, Valuation, Venture Capital, Hedge Funds, LBO, Leveraged Finance, High Yield, Alternative Investments, Financial Structuring, Emerging Markets, Corporate Finance
Education
INSEAD 1991 — 1992
Master of Business Administration (M.B.A.)
Libera Università Internazionale degli Studi Sociali Guido Carli 1984 — 1989
Bachelor of Business Administration (B.B.A.)
Barclays September 2012 - Present
Barclays January 2010 - September 2012
Barclays September 2008 - January 2010
Lehman Brothers 1992 - 2008
Continuum Group Limited February 2000 - June 2004
Skills
Investment Banking, Equities, Capital Markets, Private Equity, Fixed Income, Business Analysis, Valuation, Venture Capital, Hedge Funds, LBO, Leveraged Finance, High Yield, Alternative Investments, Financial Structuring, Emerging Markets, Corporate Finance
Education
INSEAD 1991 — 1992
Master of Business Administration (M.B.A.)
Libera Università Internazionale degli Studi Sociali Guido Carli 1984 — 1989
Bachelor of Business Administration (B.B.A.)
BalaSivaKumar Pasupuleti's Lehman Brothers Experience June 2004 - October 2008
Job Asst Vice President
Industry Information Technology and Services
Experience
Barclays Capital August 2009 - Present
AT & T November 2008 - July 2009
Lehman Brothers June 2004 - October 2008
Wipro Technologies June 2004 - September 2007
Skills
TIBCO, SOA, TIBCO iProcess, JMS, Informatica
Education
Jawaharlal Nehru Technological University 1998 — 2002
B.Tech, Electronics and communications
Barclays Capital August 2009 - Present
AT & T November 2008 - July 2009
Lehman Brothers June 2004 - October 2008
Wipro Technologies June 2004 - September 2007
Skills
TIBCO, SOA, TIBCO iProcess, JMS, Informatica
Education
Jawaharlal Nehru Technological University 1998 — 2002
B.Tech, Electronics and communications
Scott Quinn, CFA's Lehman Brothers Experience November 2004 - September 2008
Job Vice President at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank July 2011 - Present
Nomura October 2008 - June 2011
Lehman Brothers November 2004 - September 2008
Standard & Poor's July 2001 - October 2004
Skills
Credit Risk, Capital Markets, Fixed Income, Equities, Credit Analysis, Credit, Financial Institutions, Risk Management, Securities Lending, Derivatives, Microsoft Excel, PowerPoint, Ratings, Mortgage Lending, REIT, Real Estate, BDC, Corporate Finance, Finance, Portfolio Management, Trading, Financial Analysis, Banking, Investment Banking, Financial Modeling, Market Risk, Structured Finance, Credit Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 2008 — 2014
Master of Business Administration (M.B.A.)
James Madison University 1997 — 2001
BS, Quantitative Finance
Deutsche Bank July 2011 - Present
Nomura October 2008 - June 2011
Lehman Brothers November 2004 - September 2008
Standard & Poor's July 2001 - October 2004
Skills
Credit Risk, Capital Markets, Fixed Income, Equities, Credit Analysis, Credit, Financial Institutions, Risk Management, Securities Lending, Derivatives, Microsoft Excel, PowerPoint, Ratings, Mortgage Lending, REIT, Real Estate, BDC, Corporate Finance, Finance, Portfolio Management, Trading, Financial Analysis, Banking, Investment Banking, Financial Modeling, Market Risk, Structured Finance, Credit Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 2008 — 2014
Master of Business Administration (M.B.A.)
James Madison University 1997 — 2001
BS, Quantitative Finance
Eric Deyle's Lehman Brothers Experience September 2006 - October 2008
Job VP Origination / Project Management at Eaton Partners
Industry Financial Services
Experience
Eaton Partners January 2015 - Present
LB Group LLC May 2009 - December 2014
Lehman Brothers September 2006 - October 2008
Ernst & Young 2004 - 2006
Education
Ithaca College 2000 — 2004
Bachelor of Science, Finance, Law, Economics
Eaton Partners January 2015 - Present
LB Group LLC May 2009 - December 2014
Lehman Brothers September 2006 - October 2008
Ernst & Young 2004 - 2006
Education
Ithaca College 2000 — 2004
Bachelor of Science, Finance, Law, Economics
Frank Mancuso's Lehman Brothers Experience February 2008 - November 2008
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America October 2010 - Present
Financial Industry Regulatory Authority November 2008 - October 2010
Lehman Brothers February 2008 - November 2008
Morgan Stanley February 2007 - January 2008
Lehman Brothers September 2004 - February 2007
Deutsche Bank October 2003 - August 2004
Neuberger Berman July 1995 - September 2003
Education
Iona College
BBS, Finance
Bank of America October 2010 - Present
Financial Industry Regulatory Authority November 2008 - October 2010
Lehman Brothers February 2008 - November 2008
Morgan Stanley February 2007 - January 2008
Lehman Brothers September 2004 - February 2007
Deutsche Bank October 2003 - August 2004
Neuberger Berman July 1995 - September 2003
Education
Iona College
BBS, Finance
Nicholas Grube's Lehman Brothers Experience September 2007 - May 2010
Job Executive Director, Market Risk at UBS Global Asset Management
Industry Banking
Experience
UBS Global Asset Management June 2010 - Present
Lehman Brothers September 2007 - May 2010
Wachovia Securities March 2004 - August 2007
FedEx Services June 2000 - February 2004
BOG securities May 1999 - May 2000
Skills
Derivatives, Equities, Valuation, Options, Market Risk, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, Credit Risk, Asset Managment, Fixed Income, Financial Risk, Asset Allocation, Quantitative Analytics, Corporate Finance, Financial Analysis, Credit, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 1999
MBA, Financial Engineering
Iowa State University - College of Business 1993 — 1997
BS, Finance
UBS Global Asset Management June 2010 - Present
Lehman Brothers September 2007 - May 2010
Wachovia Securities March 2004 - August 2007
FedEx Services June 2000 - February 2004
BOG securities May 1999 - May 2000
Skills
Derivatives, Equities, Valuation, Options, Market Risk, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, Credit Risk, Asset Managment, Fixed Income, Financial Risk, Asset Allocation, Quantitative Analytics, Corporate Finance, Financial Analysis, Credit, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 1999
MBA, Financial Engineering
Iowa State University - College of Business 1993 — 1997
BS, Finance
Shane Rogovitz's Lehman Brothers Experience June 2003 - June 2006
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2006 - Present
Lehman Brothers June 2003 - June 2006
JPMorgan Chase January 2002 - June 2003
Skills
Finance, Valuation, Financial Analysis, Due Diligence, Loans, Financial Risk, Analysis, Mortgage Lending, Trading, Securitization, Bonds, Analytics, MBS
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
B.B.A, Operations Management
Deutsche Bank July 2006 - Present
Lehman Brothers June 2003 - June 2006
JPMorgan Chase January 2002 - June 2003
Skills
Finance, Valuation, Financial Analysis, Due Diligence, Loans, Financial Risk, Analysis, Mortgage Lending, Trading, Securitization, Bonds, Analytics, MBS
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
B.B.A, Operations Management
Silveria Hampton's Lehman Brothers Experience May 1996 - August 2008
Job Sales Assistant
Industry Financial Services
Experience
Barclays Capital August 2008 - June 2014
Lehman Brothers May 1996 - August 2008
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Hedge Funds, Bloomberg, Investment Banking, Investments, Financial Modeling, Sales
Education
Iona College
Barclays Capital August 2008 - June 2014
Lehman Brothers May 1996 - August 2008
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Hedge Funds, Bloomberg, Investment Banking, Investments, Financial Modeling, Sales
Education
Iona College
Praveen Durvasula's Lehman Brothers Experience June 2007 - November 2008
Job Innovative Strategies and Solutions
Industry Information Technology and Services
Experience
Citi October 2013 - Present
Barclays October 2011 - September 2013
The Leukemia & Lymphoma Society 2008 - October 2011
Lehman Brothers June 2007 - November 2008
Putnam Investments 2006 - 2007
AXA Financials 2005 - 2006
Freddie Mac 2004 - 2005
Bell South 2003 - 2004
IBM/AT&T 2000 - 2001
Skills
SQL, Spring, Unix, PL/SQL, Hibernate, XML, Java, Microsoft SQL Server, Tomcat, JSP, Java Enterprise Edition, JavaScript, JBoss Application Server, JUnit, AJAX, Weblogic, SDLC, Market Risk, Oracle, Requirements Analysis, Web Services, Struts, Ant, UML, Scrum, Eclipse, Sybase, Flex, Subversion, ESB, Core Java, J2EE Application..., JIRA, Servlets, JDBC, Unix Shell Scripting, Agile Project Management
Education
Jawaharlal Nehru Technological University 1994 — 1998
B.Tech, Mechanical
Citi October 2013 - Present
Barclays October 2011 - September 2013
The Leukemia & Lymphoma Society 2008 - October 2011
Lehman Brothers June 2007 - November 2008
Putnam Investments 2006 - 2007
AXA Financials 2005 - 2006
Freddie Mac 2004 - 2005
Bell South 2003 - 2004
IBM/AT&T 2000 - 2001
Skills
SQL, Spring, Unix, PL/SQL, Hibernate, XML, Java, Microsoft SQL Server, Tomcat, JSP, Java Enterprise Edition, JavaScript, JBoss Application Server, JUnit, AJAX, Weblogic, SDLC, Market Risk, Oracle, Requirements Analysis, Web Services, Struts, Ant, UML, Scrum, Eclipse, Sybase, Flex, Subversion, ESB, Core Java, J2EE Application..., JIRA, Servlets, JDBC, Unix Shell Scripting, Agile Project Management
Education
Jawaharlal Nehru Technological University 1994 — 1998
B.Tech, Mechanical
Francis Maheu's Lehman Brothers Experience 1998 - 2000
Job CEO Functionalab Group
Industry Cosmetics
Experience
Vertex Development 2010 - Present
Functionalab Group 2009 - Present
Lazard December 2002 - February 2009
Credit Suisse First Boston 2000 - 2002
Lehman Brothers 1998 - 2000
Fasken Martineau DuMoulin 1994 - 1997
Skills
Private Equity, Mergers, Venture Capital, Entrepreneurship, Restructuring, Corporate Development, Business Strategy, Corporate Finance, Due Diligence, Product Marketing, Investment Banking, M&A experience, Start-ups, Strategic Planning, Business Planning, Retail
Education
INSEAD 1997 — 1998
MBA, with Distinction
Université de Montréal 1991 — 1994
LLB, Law, Dean's List
Vertex Development 2010 - Present
Functionalab Group 2009 - Present
Lazard December 2002 - February 2009
Credit Suisse First Boston 2000 - 2002
Lehman Brothers 1998 - 2000
Fasken Martineau DuMoulin 1994 - 1997
Skills
Private Equity, Mergers, Venture Capital, Entrepreneurship, Restructuring, Corporate Development, Business Strategy, Corporate Finance, Due Diligence, Product Marketing, Investment Banking, M&A experience, Start-ups, Strategic Planning, Business Planning, Retail
Education
INSEAD 1997 — 1998
MBA, with Distinction
Université de Montréal 1991 — 1994
LLB, Law, Dean's List
Margo Boegel's Lehman Brothers Experience 1999 - 2002
Job Vice President at The Bank of New York Mellon
Industry Information Technology and Services
Experience
The Bank of New York Mellon September 2010 - Present
MDSL March 2009 - August 2010
JPMorgan Chase 2003 - December 2008
Lehman Brothers 1999 - 2002
ILX Systems, Inc. 1996 - 1999
Value Line 1993 - 1996
Skills
Financial Services, Market Data, Inventory Management, Equities, Bloomberg, Trading Systems, Financial Markets, Mutual Funds, Procurement, Vendor Management, Business Analysis
Education
Iona College
BA, Economics
The Bank of New York Mellon September 2010 - Present
MDSL March 2009 - August 2010
JPMorgan Chase 2003 - December 2008
Lehman Brothers 1999 - 2002
ILX Systems, Inc. 1996 - 1999
Value Line 1993 - 1996
Skills
Financial Services, Market Data, Inventory Management, Equities, Bloomberg, Trading Systems, Financial Markets, Mutual Funds, Procurement, Vendor Management, Business Analysis
Education
Iona College
BA, Economics
Richard Demm's Lehman Brothers Experience January 1997 - October 2008
Job Senior Auditor Treasury at GE Capital
Industry Financial Services
Experience
GE Capital September 2012 - Present
Barclays Capital February 2010 - May 2012
Lehman Brothers January 1997 - October 2008
Lehman Brothers January 1991 - January 1997
Lehman Brothers January 1989 - January 1991
Lehman Brothers September 1987 - January 1989
Skills
Commodity, Middle Office, Capital Markets, Fixed Income, Credit Risk, Commodity Markets, Derivatives, Equities, Trading, Portfolio Management, Securities, Bloomberg, Internal Audit, Anti Money Laundering, OFAC, AML, SWIFT Payments, Electronic Payments, Treasury, Sanction Screening
Education
Iona College 1981 — 1985
BS, Finance
GE Capital September 2012 - Present
Barclays Capital February 2010 - May 2012
Lehman Brothers January 1997 - October 2008
Lehman Brothers January 1991 - January 1997
Lehman Brothers January 1989 - January 1991
Lehman Brothers September 1987 - January 1989
Skills
Commodity, Middle Office, Capital Markets, Fixed Income, Credit Risk, Commodity Markets, Derivatives, Equities, Trading, Portfolio Management, Securities, Bloomberg, Internal Audit, Anti Money Laundering, OFAC, AML, SWIFT Payments, Electronic Payments, Treasury, Sanction Screening
Education
Iona College 1981 — 1985
BS, Finance
Jeff Moster's Lehman Brothers Experience June 1988 - August 2008
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse DirectorCredit SuisseSeptember 2008 - Present
Lehman Brothers June 1988 - August 2008
Education
Southern Methodist University - Cox School of Business 1992 — 1994
MBA, Finance
Indiana University Bloomington 1985 — 1989
Finance, Finance, Real Estate
Credit Suisse DirectorCredit SuisseSeptember 2008 - Present
Lehman Brothers June 1988 - August 2008
Education
Southern Methodist University - Cox School of Business 1992 — 1994
MBA, Finance
Indiana University Bloomington 1985 — 1989
Finance, Finance, Real Estate
Thomas Fuchs, CPA's Lehman Brothers Experience October 1999 - August 2004
Job Director of Operations at Saba Capital Management
Industry Financial Services
Experience
Saba Capital Management, L.P. April 2009 - Present
SAC Capital August 2004 - April 2009
Lehman Brothers October 1999 - August 2004
Lehman Brothers Bank 1994 - 2004
Lehman Brothers September 1994 - October 1999
Kidder Peabody March 1991 - September 1994
Kidder Peabody August 1989 - March 1991
KPMG Peat Marwick September 1986 - August 1989
Skills
Equities, Fixed Income, Finance, Equity Derivatives, FX Options, Options, Middle Office, Bonds, Valuation, Trading, Investments, Alternative Investments, Capital Markets, Credit, Derivatives, Foreign Exchange, Hedge Funds, Mutual Funds, Prime Brokerage
Education
Iona College 1982 — 1986
BBA
Saba Capital Management, L.P. April 2009 - Present
SAC Capital August 2004 - April 2009
Lehman Brothers October 1999 - August 2004
Lehman Brothers Bank 1994 - 2004
Lehman Brothers September 1994 - October 1999
Kidder Peabody March 1991 - September 1994
Kidder Peabody August 1989 - March 1991
KPMG Peat Marwick September 1986 - August 1989
Skills
Equities, Fixed Income, Finance, Equity Derivatives, FX Options, Options, Middle Office, Bonds, Valuation, Trading, Investments, Alternative Investments, Capital Markets, Credit, Derivatives, Foreign Exchange, Hedge Funds, Mutual Funds, Prime Brokerage
Education
Iona College 1982 — 1986
BBA
Doug Huber's Lehman Brothers Experience 1999 - 2001
Job Principal at Foodservice Consultants Studio
Industry Food & Beverages
Experience
Foodservice Consultants Studio May 2003 - Present
CNL 2001 - 2003
Lehman Brothers 1999 - 2001
Skills
Strategic Planning, Marketing Strategy, Budgets, New Business Development, Forecasting, Hospitality, Business Planning, Finance, P&L Management, Marketing, Contract Negotiation, P&L, Pricing, Negotiation
Education
Rollins College - Crummer Graduate School of Business 1996 — 1997
MBA, Finance
James Madison University 1982 — 1986
BBA, Marketing
Foodservice Consultants Studio May 2003 - Present
CNL 2001 - 2003
Lehman Brothers 1999 - 2001
Skills
Strategic Planning, Marketing Strategy, Budgets, New Business Development, Forecasting, Hospitality, Business Planning, Finance, P&L Management, Marketing, Contract Negotiation, P&L, Pricing, Negotiation
Education
Rollins College - Crummer Graduate School of Business 1996 — 1997
MBA, Finance
James Madison University 1982 — 1986
BBA, Marketing
Gene De Soiza's Lehman Brothers Experience 1986 - 1989
Job Senior V.P. at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 1989 - Present
Lehman Brothers 1986 - 1989
Kidder Peabody 1984 - 1986
Xerox Corporation 1977 - 1981
Skills
Alternative Investments, Asset Management, Asset Managment, Budgets, Business Strategy, Financial Analysis, Financial Services, Investments, Marketing, Mutual Funds, New Business Development, Portfolio Management, Series 63, Series 7, Wealth Management, Asset Allocation, Strategic Financial..., Finance, Financial Planning, Fixed Income
Education
Iona College 1974 — 1977
bba, marketing
Morgan Stanley March 1989 - Present
Lehman Brothers 1986 - 1989
Kidder Peabody 1984 - 1986
Xerox Corporation 1977 - 1981
Skills
Alternative Investments, Asset Management, Asset Managment, Budgets, Business Strategy, Financial Analysis, Financial Services, Investments, Marketing, Mutual Funds, New Business Development, Portfolio Management, Series 63, Series 7, Wealth Management, Asset Allocation, Strategic Financial..., Finance, Financial Planning, Fixed Income
Education
Iona College 1974 — 1977
bba, marketing
Chris Noon's Lehman Brothers Experience 2006 - 2008
Job Director at IVY Energy, LLC
Industry Oil & Energy
Experience
IVY Energy, LLC July 2013 - Present
Aspire Commodities March 2012 - June 2013
RBC Capital Markets November 2010 - November 2011
Iberdrola Renewables March 2008 - October 2010
Lehman Brothers 2006 - 2008
N & H Recovery January 2002 - January 2006
El Paso January 1996 - January 2002
Shanks, Tritter, Ledbetter & Daniel January 1992 - January 1996
Skills
Commodity Markets, Hedging, Risk Management, Energy, Natural Gas, Trading, Options, Management, Strategy, Energy Markets
Education
Rice University - Jesse H. Jones Graduate School of Business
South Texas College of Law
Doctor of Jurisprudence
Texas Christian University - M.J. Neeley School of Business
IVY Energy, LLC July 2013 - Present
Aspire Commodities March 2012 - June 2013
RBC Capital Markets November 2010 - November 2011
Iberdrola Renewables March 2008 - October 2010
Lehman Brothers 2006 - 2008
N & H Recovery January 2002 - January 2006
El Paso January 1996 - January 2002
Shanks, Tritter, Ledbetter & Daniel January 1992 - January 1996
Skills
Commodity Markets, Hedging, Risk Management, Energy, Natural Gas, Trading, Options, Management, Strategy, Energy Markets
Education
Rice University - Jesse H. Jones Graduate School of Business
South Texas College of Law
Doctor of Jurisprudence
Texas Christian University - M.J. Neeley School of Business
Greg Cowley's Lehman Brothers Experience August 2005 - May 2007
Job Stock Loan Sales
Industry Financial Services
Experience
Pershing LLC February 2011 - Present
Lightspeed Trading July 2009 - October 2010
Westgate Capital Management August 2008 - March 2009
Credit Suisse June 2007 - July 2008
Lehman Brothers August 2005 - May 2007
Morgan Stanley Dean Witter April 1997 - June 2005
Skills
Prime Brokerage, Equities, Hedge Funds, Series 7, Fixed Income, Bloomberg, Alternative Investments, Relationship Management
Education
Iona College 1991 — 1996
BA, Liberal Arts
Pershing LLC February 2011 - Present
Lightspeed Trading July 2009 - October 2010
Westgate Capital Management August 2008 - March 2009
Credit Suisse June 2007 - July 2008
Lehman Brothers August 2005 - May 2007
Morgan Stanley Dean Witter April 1997 - June 2005
Skills
Prime Brokerage, Equities, Hedge Funds, Series 7, Fixed Income, Bloomberg, Alternative Investments, Relationship Management
Education
Iona College 1991 — 1996
BA, Liberal Arts
Jonathan Kitei's Lehman Brothers Experience June 2000 - September 2008
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays October 2008 - Present
Lehman Brothers June 2000 - September 2008
Sun Trust 1999 - 2000
Bank of America 1994 - 1998
Skills
Syndications, Trading, Loans, High Yield, Leveraged Finance, Structured Finance, Capital Markets, Fixed Income, Due Diligence, Credit, Investment Banking, Financial Structuring, Hedge Funds, Loan Origination
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance, Marketing
Indiana University Bloomington 1984 — 1988
BS, Finance
Barclays October 2008 - Present
Lehman Brothers June 2000 - September 2008
Sun Trust 1999 - 2000
Bank of America 1994 - 1998
Skills
Syndications, Trading, Loans, High Yield, Leveraged Finance, Structured Finance, Capital Markets, Fixed Income, Due Diligence, Credit, Investment Banking, Financial Structuring, Hedge Funds, Loan Origination
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance, Marketing
Indiana University Bloomington 1984 — 1988
BS, Finance
Biplab Karmakar's Lehman Brothers Experience 2005 - 2007
Job Consultant Offline Storage at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse May 2012 - May 2013
JPMorgan Chase October 2011 - April 2012
Deutsche Bank April 2011 - September 2011
JPMorgan Chase April 2010 - March 2011
AT&T December 2008 - March 2010
Merrill Lynch October 2008 - November 2009
Lehman Brothers 2005 - 2007
Wipro Technologies 1999 - 2007
Skills
Unix Shell Scripting, Unix, SDLC, DNS, Red Hat Linux, DB2, Solaris, ITIL, High Availability, Shell Scripting, AIX, Enterprise Architecture, Data Center, Disaster Recovery, Solution Architecture, SAN, Virtualization
Education
Jadavpur University
Bachelor of Science (BS), Electronics & Telecommunication
Credit Suisse July 2014 - Present
Credit Suisse May 2012 - May 2013
JPMorgan Chase October 2011 - April 2012
Deutsche Bank April 2011 - September 2011
JPMorgan Chase April 2010 - March 2011
AT&T December 2008 - March 2010
Merrill Lynch October 2008 - November 2009
Lehman Brothers 2005 - 2007
Wipro Technologies 1999 - 2007
Skills
Unix Shell Scripting, Unix, SDLC, DNS, Red Hat Linux, DB2, Solaris, ITIL, High Availability, Shell Scripting, AIX, Enterprise Architecture, Data Center, Disaster Recovery, Solution Architecture, SAN, Virtualization
Education
Jadavpur University
Bachelor of Science (BS), Electronics & Telecommunication
J Paul Newsome's Lehman Brothers Experience 1999 - 2003
Job managing director at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill January 2007 - Present
Youthbridge 2005 - 2007
A.G. Edwards 2003 - 2007
Lehman Brothers 1999 - 2003
Oppenheimer & Co. 1996 - 1999
Dain Bosworth 1994 - 1996
Skills
Equities, Equity Research, Valuation, Hedge Funds, Asset Managment, Series 7, Capital Markets, Investments, Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis
Education
Iowa State University 1991 — 1993
Masters, Economics
St. Olaf College 1986 — 1990
BA, Economics Math
Oak Grove Lutheran 1982 — 1986
Sandler O'Neill January 2007 - Present
Youthbridge 2005 - 2007
A.G. Edwards 2003 - 2007
Lehman Brothers 1999 - 2003
Oppenheimer & Co. 1996 - 1999
Dain Bosworth 1994 - 1996
Skills
Equities, Equity Research, Valuation, Hedge Funds, Asset Managment, Series 7, Capital Markets, Investments, Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis
Education
Iowa State University 1991 — 1993
Masters, Economics
St. Olaf College 1986 — 1990
BA, Economics Math
Oak Grove Lutheran 1982 — 1986
John Sowinski's Lehman Brothers Experience October 2004 - September 2008
Job Private Investment
Industry Investment Banking
Experience
Private Investment and Advisory October 2011 - Present
Nomura Securities Intl. September 2008 - October 2011
Lehman Brothers October 2004 - September 2008
NEXTherapeutics, Inc May 2001 - September 2004
Credit Suisse First Boston May 2000 - May 2001
UBS Investment Bank May 1999 - May 2000
Education
INSEAD 1998 — 1998
MBA, Finance, International Business
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Private Investment and Advisory October 2011 - Present
Nomura Securities Intl. September 2008 - October 2011
Lehman Brothers October 2004 - September 2008
NEXTherapeutics, Inc May 2001 - September 2004
Credit Suisse First Boston May 2000 - May 2001
UBS Investment Bank May 1999 - May 2000
Education
INSEAD 1998 — 1998
MBA, Finance, International Business
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Jocelyn Tchakounte's Lehman Brothers Experience January 1993 - March 1994
Job Software Engineer, Entrepreneur
Industry International Affairs
Experience
Delta Air Lines February 2011 - March 2012
ACR Group Inc October 1994 - November 2010
OPM April 1999 - June 2000
US Securities and Exchange Commission August 1996 - June 1998
Lehman Brothers January 1993 - March 1994
Skills
DB2, COBOL, JCL, International Business..., Software Development..., TSO, Public Diplomacy, Process Improvement, Project Management, Vendor Management, SDLC
Education
Institute of World Politics 2009 — 2015
Master of Arts (M.A.), Public Diplomacy
University of North Texas 1983 — 1988
MBA, Computer Information Systems
Delta Air Lines February 2011 - March 2012
ACR Group Inc October 1994 - November 2010
OPM April 1999 - June 2000
US Securities and Exchange Commission August 1996 - June 1998
Lehman Brothers January 1993 - March 1994
Skills
DB2, COBOL, JCL, International Business..., Software Development..., TSO, Public Diplomacy, Process Improvement, Project Management, Vendor Management, SDLC
Education
Institute of World Politics 2009 — 2015
Master of Arts (M.A.), Public Diplomacy
University of North Texas 1983 — 1988
MBA, Computer Information Systems
Chris Bainbridge's Lehman Brothers Experience 2005 - 2008
Job
Industry
Robert Aram's Lehman Brothers Experience August 1987 - September 2008
Job Vice President Enterprise Technology at Barclays Capital
Industry Investment Banking
Experience
Barclays September 2008 - Present
Lehman Brothers August 1987 - September 2008
Mocatta Metals Corp February 1982 - August 1987
Skills
Project Portfolio..., Budgeting and..., Investment Banking, Commodity, Financial Markets, Capital Markets, FX Options, Middle Office, Back Office, Trading Systems, Governance, Electronic Trading, Financial Services, Software Development, Business Analysis, SDLC, Risk Management
Education
Iona College
BS Computer Science, Computer Science/Business
Barclays September 2008 - Present
Lehman Brothers August 1987 - September 2008
Mocatta Metals Corp February 1982 - August 1987
Skills
Project Portfolio..., Budgeting and..., Investment Banking, Commodity, Financial Markets, Capital Markets, FX Options, Middle Office, Back Office, Trading Systems, Governance, Electronic Trading, Financial Services, Software Development, Business Analysis, SDLC, Risk Management
Education
Iona College
BS Computer Science, Computer Science/Business
Grace Chu's Lehman Brothers Experience July 2001 - October 2004
Job Global Relationship Manager at GENPACT
Industry Capital Markets
Experience
GENPACT November 2012 - Present
GENPACT January 2012 - December 2012
SUSI Partners AG September 2011 - December 2011
Citi October 2004 - October 2009
Lehman Brothers July 2001 - October 2004
Skills
Emerging Markets, Financial Modeling, Capital Markets, Investment Banking, Business Strategy, Private Equity, Corporate Finance, Management Consulting, Business Development, Valuation, Strategy, Entrepreneurship, Portfolio Management, FX Options, Financial Analysis
Education
INSEAD 2010 — 2011
MBA
Wellesley College 1997 — 2001
BA, International Relations
GENPACT November 2012 - Present
GENPACT January 2012 - December 2012
SUSI Partners AG September 2011 - December 2011
Citi October 2004 - October 2009
Lehman Brothers July 2001 - October 2004
Skills
Emerging Markets, Financial Modeling, Capital Markets, Investment Banking, Business Strategy, Private Equity, Corporate Finance, Management Consulting, Business Development, Valuation, Strategy, Entrepreneurship, Portfolio Management, FX Options, Financial Analysis
Education
INSEAD 2010 — 2011
MBA
Wellesley College 1997 — 2001
BA, International Relations
sherri daneshmand's Lehman Brothers Experience February 2004 - March 2006
Job Manager of Business development at chase capital
Industry Financial Services
Experience
chase capital March 2006 - Present
Lehman Brothers February 2004 - March 2006
Finance America/BNC mortgage-Lehman Brothers August 2003 - March 2006
Biocare Inc. December 2001 - August 2003
Education
Iowa State University 1983 — 1987
Bachelor of Science, Business-marketing, finance, Mgmt and Buisiness psychology
chase capital March 2006 - Present
Lehman Brothers February 2004 - March 2006
Finance America/BNC mortgage-Lehman Brothers August 2003 - March 2006
Biocare Inc. December 2001 - August 2003
Education
Iowa State University 1983 — 1987
Bachelor of Science, Business-marketing, finance, Mgmt and Buisiness psychology
Tania Fago, CFA's Lehman Brothers Experience June 2000 - May 2002
Job Senior Sales Executive at Calypso Technology
Industry Financial Services
Experience
Calypso Technology November 2012 - Present
Kanerai November 2010 - November 2012
Quantifi, Inc. March 2010 - August 2010
Fitch Ratings June 2002 - December 2008
Lehman Brothers June 2000 - May 2002
BMO Nesbitt Burns February 1998 - December 1999
Skills
Fixed Income, Structured Finance
Education
Ivey Business School at Western University 1994 — 1996
MBA & HBA
Calypso Technology November 2012 - Present
Kanerai November 2010 - November 2012
Quantifi, Inc. March 2010 - August 2010
Fitch Ratings June 2002 - December 2008
Lehman Brothers June 2000 - May 2002
BMO Nesbitt Burns February 1998 - December 1999
Skills
Fixed Income, Structured Finance
Education
Ivey Business School at Western University 1994 — 1996
MBA & HBA
Eliza Soutter's Lehman Brothers Experience June 2007 - November 2008
Job HERO Contractor Development Specialist
Industry Financial Services
Experience
Renovate America July 2015 - Present
Wells Fargo Home Mortgage November 2012 - December 2013
Lehman Brothers June 2007 - November 2008
Argent Mortgage February 2001 - June 2007
Skills
Customer Service, Public Speaking, Leadership, Sales, Marketing, Team Building, Microsoft Office, Outlook, Microsoft Excel, CRM:SalesForce, Training
Education
Ithaca College 1985 — 1989
Bachelor of Science, Healthcare Administration
Ithaca College 1985 — 1989
BS Healthcare Administration/Minor: Business
Renovate America July 2015 - Present
Wells Fargo Home Mortgage November 2012 - December 2013
Lehman Brothers June 2007 - November 2008
Argent Mortgage February 2001 - June 2007
Skills
Customer Service, Public Speaking, Leadership, Sales, Marketing, Team Building, Microsoft Office, Outlook, Microsoft Excel, CRM:SalesForce, Training
Education
Ithaca College 1985 — 1989
Bachelor of Science, Healthcare Administration
Ithaca College 1985 — 1989
BS Healthcare Administration/Minor: Business
Layth Ashoo's Lehman Brothers Experience 2007 - 2009
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company 2012 - Present
RBC Capital Markets June 2010 - April 2012
Lehman Brothers 2007 - 2009
Infusion Development 2007 - 2009
Skills
Fixed Income, Equities, Financial Modeling, Investment Banking, Capital Markets, Management Consulting, M&A experience, Bankruptcy
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2010
MBA
University of Waterloo
B.Eng., Computer Engineering, minor in Economics
McKinsey & Company 2012 - Present
RBC Capital Markets June 2010 - April 2012
Lehman Brothers 2007 - 2009
Infusion Development 2007 - 2009
Skills
Fixed Income, Equities, Financial Modeling, Investment Banking, Capital Markets, Management Consulting, M&A experience, Bankruptcy
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2010
MBA
University of Waterloo
B.Eng., Computer Engineering, minor in Economics
Lee Kamenitz's Lehman Brothers Experience June 2001 - October 2003
Job at Renaissance Technologies LLC
Industry Investment Management
Experience
Renaissance Technologies LLC March 2011 - Present
Ramius Capital Group June 2006 - April 2011
Banc of America Securities October 2003 - June 2006
Lehman Brothers June 2001 - October 2003
Skills
Hedge Funds, Equities, Asset Management, Fund Of Funds, Back Office, Fixed Income, Alternative Investments, Capital Markets, Derivatives, Series 7, Futures, Corporate Actions, Project Management, Process Improvement, Bloomberg
Education
Isenberg School of Management, UMass Amherst
Renaissance Technologies LLC March 2011 - Present
Ramius Capital Group June 2006 - April 2011
Banc of America Securities October 2003 - June 2006
Lehman Brothers June 2001 - October 2003
Skills
Hedge Funds, Equities, Asset Management, Fund Of Funds, Back Office, Fixed Income, Alternative Investments, Capital Markets, Derivatives, Series 7, Futures, Corporate Actions, Project Management, Process Improvement, Bloomberg
Education
Isenberg School of Management, UMass Amherst
Vicki Nordskog's Lehman Brothers Experience 1992 - 1997
Job Still learning how to pace myself! Surprise to anyone?
Industry Financial Services
Experience
Retired July 2015 - Present
H. D. Vest, Inc. 2004 - July 2015
Wells Fargo & Co 2004 - September 2011
Wells Fargo Bank 2001 - July 2004
Wells Fargo 1997 - 2001
Lehman Brothers 1992 - 1997
Shearson Lehman Brothers 1987 - 1992
Cytrol 1976 - 1987
Skills
Financial Services, Vendor Management, SDLC, Series 7, Business Analysis, Banking, Risk Management, Process Improvement, Business Strategy, Business Process..., Portfolio Management, IT Strategy, Leadership, PMO, Program Management, Integration, Strategy, Business Process, Management, Strategic Planning, Budgets, Securities, Analysis, Due Diligence
Education
Iowa State University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Zoology/Bacteriology
Retired July 2015 - Present
H. D. Vest, Inc. 2004 - July 2015
Wells Fargo & Co 2004 - September 2011
Wells Fargo Bank 2001 - July 2004
Wells Fargo 1997 - 2001
Lehman Brothers 1992 - 1997
Shearson Lehman Brothers 1987 - 1992
Cytrol 1976 - 1987
Skills
Financial Services, Vendor Management, SDLC, Series 7, Business Analysis, Banking, Risk Management, Process Improvement, Business Strategy, Business Process..., Portfolio Management, IT Strategy, Leadership, PMO, Program Management, Integration, Strategy, Business Process, Management, Strategic Planning, Budgets, Securities, Analysis, Due Diligence
Education
Iowa State University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Zoology/Bacteriology
Robert Melnyk's Lehman Brothers Experience 2001 - 2003
Job Managing Director at Davidson Kempner Capital Management LLC
Industry Investment Management
Experience
Davidson Kempner Capital Management LLC May 2005 - Present
SAC Capital 2003 - May 2005
Lehman Brothers 2001 - 2003
Zelengora Capital Management 2000 - 2001
Paloma Partners 1998 - 2000
United States Marine Corps 1993 - 1999
Skills
Equities, Prime Brokerage, Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, Asset Management, Derivatives, Private Equity, Capital Markets, Securities, Investment Banking, Portfolio Management, Investments, Options, Valuation, Swaps, Fund Of Funds, Middle Office, Equity Derivatives
Education
Iona College 1993 — 1995
BBA, Finance
Manhattanville College 1990 — 1992
Davidson Kempner Capital Management LLC May 2005 - Present
SAC Capital 2003 - May 2005
Lehman Brothers 2001 - 2003
Zelengora Capital Management 2000 - 2001
Paloma Partners 1998 - 2000
United States Marine Corps 1993 - 1999
Skills
Equities, Prime Brokerage, Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, Asset Management, Derivatives, Private Equity, Capital Markets, Securities, Investment Banking, Portfolio Management, Investments, Options, Valuation, Swaps, Fund Of Funds, Middle Office, Equity Derivatives
Education
Iona College 1993 — 1995
BBA, Finance
Manhattanville College 1990 — 1992
John Stein, CFA's Lehman Brothers Experience 1997 - 2008
Job Managing Director at OchZiff
Industry Financial Services
Experience
Och-Ziff Capital Management July 2013 - Present
BlackRock April 2009 - June 2013
R3 Capital Partners 2008 - 2009
Lehman Brothers 1997 - 2008
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
James Madison University
BS, Quantitative Finance
Och-Ziff Capital Management July 2013 - Present
BlackRock April 2009 - June 2013
R3 Capital Partners 2008 - 2009
Lehman Brothers 1997 - 2008
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
James Madison University
BS, Quantitative Finance
Adolfo Luna's Lehman Brothers Experience April 1987 - March 1999
Job AV Engineer at Tech Ops (Technical Operations, Inc.)
Industry Broadcast Media
Experience
Tech Ops (Technical Operations, Inc.) November 2008 - Present
DRV AV April 2006 - October 2008
Technical Operations, Inc. March 1999 - April 2006
Lehman Brothers April 1987 - March 1999
Power Play Sudios February 1988 - October 1988
AVSP Corporation March 1985 - April 1987
United States Navy May 1980 - May 1984
Skills
Software Installation, Integration, OS X, Troubleshooting, Visio, Maintenance & Repair, Information Technology, System Administration, Electronics, Computer Hardware, Programming
Education
Institute of Audio Research 1986 — 1987
Audio Engineer, Music Recording
US Navy 1980 — 1981
Avionics Technician, Basic Electricity, Electronics and Avionics
Dr. Alfredo M. Aguayo 1979 — 1980
DeWitt Clinton High School 1977 — 1978
Tech Ops (Technical Operations, Inc.) November 2008 - Present
DRV AV April 2006 - October 2008
Technical Operations, Inc. March 1999 - April 2006
Lehman Brothers April 1987 - March 1999
Power Play Sudios February 1988 - October 1988
AVSP Corporation March 1985 - April 1987
United States Navy May 1980 - May 1984
Skills
Software Installation, Integration, OS X, Troubleshooting, Visio, Maintenance & Repair, Information Technology, System Administration, Electronics, Computer Hardware, Programming
Education
Institute of Audio Research 1986 — 1987
Audio Engineer, Music Recording
US Navy 1980 — 1981
Avionics Technician, Basic Electricity, Electronics and Avionics
Dr. Alfredo M. Aguayo 1979 — 1980
DeWitt Clinton High School 1977 — 1978
Timothy Gola's Lehman Brothers Experience September 1993 - August 1995
Job Compliance
Industry Financial Services
Experience
AXA Advisors April 2012 - Present
JP Morgan Chase March 2001 - December 2011
Robert Fleming August 1995 - March 2001
Lehman Brothers September 1993 - August 1995
Skills
Equities, Trading, Capital Markets, Series 24, Bonds, FINRA, Middle Office, Alternative Investments, Bloomberg, Financial Markets, Hedge Funds, Investments, Investment Banking, Securities, Derivatives, Trading Systems, Portfolio Management, Series 7, Series 63, Equity Trading, Financial Risk, Electronic Trading, Risk Management, Series 55
Education
Iona College 1989 — 1993
BBA, Accounting
Christian Brothers Academy High School 1987 — 1989
AXA Advisors April 2012 - Present
JP Morgan Chase March 2001 - December 2011
Robert Fleming August 1995 - March 2001
Lehman Brothers September 1993 - August 1995
Skills
Equities, Trading, Capital Markets, Series 24, Bonds, FINRA, Middle Office, Alternative Investments, Bloomberg, Financial Markets, Hedge Funds, Investments, Investment Banking, Securities, Derivatives, Trading Systems, Portfolio Management, Series 7, Series 63, Equity Trading, Financial Risk, Electronic Trading, Risk Management, Series 55
Education
Iona College 1989 — 1993
BBA, Accounting
Christian Brothers Academy High School 1987 — 1989
Sandra Baez's Lehman Brothers Experience 2000 - 2002
Job Vice President / Assistant Complex Manager
Industry Financial Services
Experience
RBC WEALTH MANAGEMENT - INTERNATIONAL ADVISORY GROUP 2012 - Present
WELLS FARGO ADVISORS, LLC 2010 - 2011
BETA CAPITAL MANAGEMENT, L.P. 2008 - 2010
ATLAS ONE FINANCIAL GROUP, LLC 2002 - 2008
LEHMAN BROTHERS 2000 - 2002
MERRILL LYNCH 1989 - 2000
Skills
Series 4, Series 7, series 8, series 24, Series 66, Series 79, AML, Asset Management, Brokerage, Equities, Alternative Investments, FINRA, Financial Services, Fixed Income, Investments, Banking, Mutual Funds, Risk Management, Securities, Series 24, Series 63, Uniform Combined State..., Wealth Management, Anti Money Laundering
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1982 — 1986
BA, Management
RBC WEALTH MANAGEMENT - INTERNATIONAL ADVISORY GROUP 2012 - Present
WELLS FARGO ADVISORS, LLC 2010 - 2011
BETA CAPITAL MANAGEMENT, L.P. 2008 - 2010
ATLAS ONE FINANCIAL GROUP, LLC 2002 - 2008
LEHMAN BROTHERS 2000 - 2002
MERRILL LYNCH 1989 - 2000
Skills
Series 4, Series 7, series 8, series 24, Series 66, Series 79, AML, Asset Management, Brokerage, Equities, Alternative Investments, FINRA, Financial Services, Fixed Income, Investments, Banking, Mutual Funds, Risk Management, Securities, Series 24, Series 63, Uniform Combined State..., Wealth Management, Anti Money Laundering
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1982 — 1986
BA, Management
Joseph Cifarelli's Lehman Brothers Experience 1999 - 2006
Job Relationship Banker
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A May 2014 - Present
Forefront Capital February 2013 - September 2013
DuPasquier & Co September 2011 - January 2013
Newedge January 2008 - August 2011
Meridian Equity Partners April 2006 - January 2008
Lehman Brothers 1999 - 2006
New York Capital Markets Inc January 1985 - June 1999
Education
Iona College 1978 — 1982
bs, Finance
holy cross high school
holy cross high school
JP Morgan Chase Bank, N.A May 2014 - Present
Forefront Capital February 2013 - September 2013
DuPasquier & Co September 2011 - January 2013
Newedge January 2008 - August 2011
Meridian Equity Partners April 2006 - January 2008
Lehman Brothers 1999 - 2006
New York Capital Markets Inc January 1985 - June 1999
Education
Iona College 1978 — 1982
bs, Finance
holy cross high school
holy cross high school
Brian Zarahn's Lehman Brothers Experience March 2005 - September 2008
Job Director at Barclays
Industry Investment Banking
Experience
Barclays March 2013 - Present
Barclays March 2010 - February 2013
Barclays September 2008 - February 2010
Lehman Brothers March 2005 - September 2008
JPMorgan Chase September 2003 - February 2005
Capitol Health Partners, LP June 2002 - August 2002
National Endowment for Democracy 1998 - 2001
U.S. House of Representatives 1995 - 1998
Skills
Equity Research, Equity Valuation, Valuation, Equity Capital Markets, Strategy, Venture Capital, Asset Management, Mutual Funds, Private Equity, Financial Modeling
Education
Wharton School, University of Pennsylvania 2001 — 2003
MBA
James Madison University 1990 — 1994
Bachelor of Science (B.S.)
Barclays March 2013 - Present
Barclays March 2010 - February 2013
Barclays September 2008 - February 2010
Lehman Brothers March 2005 - September 2008
JPMorgan Chase September 2003 - February 2005
Capitol Health Partners, LP June 2002 - August 2002
National Endowment for Democracy 1998 - 2001
U.S. House of Representatives 1995 - 1998
Skills
Equity Research, Equity Valuation, Valuation, Equity Capital Markets, Strategy, Venture Capital, Asset Management, Mutual Funds, Private Equity, Financial Modeling
Education
Wharton School, University of Pennsylvania 2001 — 2003
MBA
James Madison University 1990 — 1994
Bachelor of Science (B.S.)
Jan Sjogren's Lehman Brothers Experience May 2001 - April 2006
Job Chief Operating Officer, Florida Community Bank
Industry Banking
Experience
Florida Community Bank July 2012 - Present
BankUnited July 2009 - July 2012
UBS Investment Bank July 2007 - July 2009
Credit Suisse April 2006 - July 2007
Lehman Brothers May 2001 - April 2006
JPMorgan Chase December 1999 - May 2001
Skills
Operational Risk, Credit Risk, Credit, Financial Risk, Risk Management, Market Risk, Basel II, Financial Reporting, Derivatives, Stress Testing, Capital Markets, Equities, Loans, Financial Services, Regulatory Reporting, Risk Assessment, Whole Loan..., Bank Operations, Treasury and Balance...
Education
Thunderbird School of Global Management 1994 — 1996
MBA, Financial Engineering
James Madison University 1990 — 1993
Bachelor's degree, Finance & Economics
Florida Community Bank July 2012 - Present
BankUnited July 2009 - July 2012
UBS Investment Bank July 2007 - July 2009
Credit Suisse April 2006 - July 2007
Lehman Brothers May 2001 - April 2006
JPMorgan Chase December 1999 - May 2001
Skills
Operational Risk, Credit Risk, Credit, Financial Risk, Risk Management, Market Risk, Basel II, Financial Reporting, Derivatives, Stress Testing, Capital Markets, Equities, Loans, Financial Services, Regulatory Reporting, Risk Assessment, Whole Loan..., Bank Operations, Treasury and Balance...
Education
Thunderbird School of Global Management 1994 — 1996
MBA, Financial Engineering
James Madison University 1990 — 1993
Bachelor's degree, Finance & Economics
Neal McLaughlin's Lehman Brothers Experience June 1993 - August 1996
Job Property Manager at CBRE
Industry Commercial Real Estate
Experience
CBRE February 2013 - Present
Grubb & Ellis March 2011 - September 2012
Royal Bank of Scotland October 2008 - March 2011
ABN AMRO Bank N.V. September 2001 - October 2008
ING Barings August 1996 - September 2001
Lehman Brothers June 1993 - August 1996
Shearson Lehman Brothers August 1987 - June 1993
E.F. Hutton October 1983 - August 1987
Skills
General Contractors, Physical Security, Janitorial, Food Service, General Repairs, Contract Negotiation, Office Management, Records Management, Landlord/tenant Issues, Print Management, Project Management, Contractors, Vendor Management, Asset Management, Budgets, Facilities Management, Process Improvement, Outsourcing, Program Management, Access, Operations Management, Risk Management, Team Building, Procurement, Strategic Planning, Logistics, Portfolio Management, Disaster Recovery, Leadership, Contract Management, Change Management, Real Estate, Time Management, Corporate Real Estate, Negotiation, Property Management, Forecasting, Lease Administration, Leases, Mergers & Acquisitions, Facilities Operations, Commercial Real Estate, Business Process..., Due Diligence, Finance, Financial Analysis, Banking, Project Planning, Building Maintenance, Strategy
Education
Iona College
BBA -, Business Administration and Management, General
New York Real Estate Institute 2013 — 2013
Real Estate Sales Licensing, Certification
CBRE February 2013 - Present
Grubb & Ellis March 2011 - September 2012
Royal Bank of Scotland October 2008 - March 2011
ABN AMRO Bank N.V. September 2001 - October 2008
ING Barings August 1996 - September 2001
Lehman Brothers June 1993 - August 1996
Shearson Lehman Brothers August 1987 - June 1993
E.F. Hutton October 1983 - August 1987
Skills
General Contractors, Physical Security, Janitorial, Food Service, General Repairs, Contract Negotiation, Office Management, Records Management, Landlord/tenant Issues, Print Management, Project Management, Contractors, Vendor Management, Asset Management, Budgets, Facilities Management, Process Improvement, Outsourcing, Program Management, Access, Operations Management, Risk Management, Team Building, Procurement, Strategic Planning, Logistics, Portfolio Management, Disaster Recovery, Leadership, Contract Management, Change Management, Real Estate, Time Management, Corporate Real Estate, Negotiation, Property Management, Forecasting, Lease Administration, Leases, Mergers & Acquisitions, Facilities Operations, Commercial Real Estate, Business Process..., Due Diligence, Finance, Financial Analysis, Banking, Project Planning, Building Maintenance, Strategy
Education
Iona College
BBA -, Business Administration and Management, General
New York Real Estate Institute 2013 — 2013
Real Estate Sales Licensing, Certification
Charlie Schoenherr's Lehman Brothers Experience September 1997 - October 2008
Job Chief Investment Officer at Waypoint Residential
Industry Real Estate
Experience
Waypoint Residential January 2011 - Present
Lehman Brothers September 1997 - October 2008
GE Capital June 1986 - September 1997
Skills
Real Estate, Investments, Asset Managment, Real Estate Development, Investment Properties, Property Management, Due Diligence, Valuation, Real Estate Economics, Real Estate Transactions, Disposition, Portfolio Management, Negotiation, Investors, Residential Homes, Financial Structuring, Mezzanine, Funding, Equities, Private Equity, Property, Leases, CMBS, Loan Origination, Mergers & Acquisitions, Commercial Real Estate, Commercial Mortgages, Financial Modeling, Capital Markets, Location Intelligence, Asset Management, Finance, Loans, Investment Banking, Securitization, Acquisitions, Real Estate Financing, Brokerage, Corporate Real Estate, Real Estate Private..., Alternative Investments
Education
The University of Connecticut 1986 — 1990
Master of Business Administration (MBA), Finance
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Waypoint Residential January 2011 - Present
Lehman Brothers September 1997 - October 2008
GE Capital June 1986 - September 1997
Skills
Real Estate, Investments, Asset Managment, Real Estate Development, Investment Properties, Property Management, Due Diligence, Valuation, Real Estate Economics, Real Estate Transactions, Disposition, Portfolio Management, Negotiation, Investors, Residential Homes, Financial Structuring, Mezzanine, Funding, Equities, Private Equity, Property, Leases, CMBS, Loan Origination, Mergers & Acquisitions, Commercial Real Estate, Commercial Mortgages, Financial Modeling, Capital Markets, Location Intelligence, Asset Management, Finance, Loans, Investment Banking, Securitization, Acquisitions, Real Estate Financing, Brokerage, Corporate Real Estate, Real Estate Private..., Alternative Investments
Education
The University of Connecticut 1986 — 1990
Master of Business Administration (MBA), Finance
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Scott Schimpf's Lehman Brothers Experience September 2003 - September 2008
Job Investment Research Analyst
Industry Financial Services
Experience
Aviva Investors September 2014 - Present
OFS Management November 2013 - September 2014
Barclays Capital 2008 - 2012
Lehman Brothers September 2003 - September 2008
J.P. Morgan May 2000 - July 2002
Gerard, Klauer, Mattison & Co. October 1999 - May 2000
Credit Lyonnais June 1997 - October 1999
Peace Corps August 1991 - May 1995
Skills
Healthcare, Financial Analysis, Fixed Income Analysis, High Yield Bonds, Capital Markets Analysis, Leveraged Finance, Financial Modeling, Equity Research, Bloomberg, Credit Analysis, Loans
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Aviva Investors September 2014 - Present
OFS Management November 2013 - September 2014
Barclays Capital 2008 - 2012
Lehman Brothers September 2003 - September 2008
J.P. Morgan May 2000 - July 2002
Gerard, Klauer, Mattison & Co. October 1999 - May 2000
Credit Lyonnais June 1997 - October 1999
Peace Corps August 1991 - May 1995
Skills
Healthcare, Financial Analysis, Fixed Income Analysis, High Yield Bonds, Capital Markets Analysis, Leveraged Finance, Financial Modeling, Equity Research, Bloomberg, Credit Analysis, Loans
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Olivia Stennett's Lehman Brothers Experience May 1989 - November 1996
Job
Industry Financial Services
Experience
Deutsche Bank Securities Inc. 1998 - Present
Long-Term Capital Management November 1996 - June 1998
Lehman Brothers May 1989 - November 1996
Education
Iona College 1985 — 1989
Bachelor's degree, Business Administration and Management, General
Deutsche Bank Securities Inc. 1998 - Present
Long-Term Capital Management November 1996 - June 1998
Lehman Brothers May 1989 - November 1996
Education
Iona College 1985 — 1989
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS