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
Robyn Drago Robyn Drago's Lehman Brothers Experience April 2006 - September 2008
Job Group Manager, SBA Lending at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank March 2015 - Present
Texas Capital Bank November 2010 - Present
Community Certified Development Corporation November 2008 - Present
Sunbelt Business Sales and Acquisitions October 2008 - November 2010
Lehman Brothers April 2006 - September 2008
Amegy Bank 2004 - 2006
Comerica Bank 1993 - 2004
Skills
Loans, Banking, Commercial Lending, Portfolio Management, Finance, Real Estate, Financial Analysis, Credit, Credit Analysis, Commercial Real Estate
Education
University of Houston 1990 — 1991
MBA, Finance
Louisiana State University 1981 — 1985
Bachelor of Science, Marketing
Texas Capital Bank March 2015 - Present
Texas Capital Bank November 2010 - Present
Community Certified Development Corporation November 2008 - Present
Sunbelt Business Sales and Acquisitions October 2008 - November 2010
Lehman Brothers April 2006 - September 2008
Amegy Bank 2004 - 2006
Comerica Bank 1993 - 2004
Skills
Loans, Banking, Commercial Lending, Portfolio Management, Finance, Real Estate, Financial Analysis, Credit, Credit Analysis, Commercial Real Estate
Education
University of Houston 1990 — 1991
MBA, Finance
Louisiana State University 1981 — 1985
Bachelor of Science, Marketing
Peter Lee Peter Lee's Lehman Brothers Experience June 2005 - September 2008
Job Founding Partner Summit Trail Advisors
Industry Financial Services
Experience
Summit Trail Advisors July 2015 - Present
Barclays September 2008 - July 2015
Lehman Brothers June 2005 - September 2008
Education
London Business School 2006 — 2006
Interim MBA with high honors, Finance
The University of Chicago - Booth School of Business 2004 — 2006
MBA with honors, Finance, Marketing and Accounting
Yale University 1999 — 2002
B.A. cum laude, Economics
University of Wisconsin-Madison 1997 — 1999
Business
Summit Trail Advisors July 2015 - Present
Barclays September 2008 - July 2015
Lehman Brothers June 2005 - September 2008
Education
London Business School 2006 — 2006
Interim MBA with high honors, Finance
The University of Chicago - Booth School of Business 2004 — 2006
MBA with honors, Finance, Marketing and Accounting
Yale University 1999 — 2002
B.A. cum laude, Economics
University of Wisconsin-Madison 1997 — 1999
Business
Monica Marciano Monica Marciano's Lehman Brothers Experience August 2007 - August 2008
Job VP, HNW Lending Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley August 2008 - December 2012
Lehman Brothers August 2007 - August 2008
Wells Fargo Bank April 2006 - August 2007
CIGNA Group Insurance August 2004 - March 2006
Wells Fargo Financial May 2002 - August 2004
Skills
Series 7, Investments, Financial Analysis, Banking, Alternative Investments, Due Diligence, Loans, Finance, Wealth Management..., Wealth Management, Strategic Financial..., Securities, Equities, Financial Modeling, Financial Planning, Portfolio Management, Risk Management, Cash Management, Fixed Income
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Management
Morgan Stanley January 2013 - Present
Morgan Stanley August 2008 - December 2012
Lehman Brothers August 2007 - August 2008
Wells Fargo Bank April 2006 - August 2007
CIGNA Group Insurance August 2004 - March 2006
Wells Fargo Financial May 2002 - August 2004
Skills
Series 7, Investments, Financial Analysis, Banking, Alternative Investments, Due Diligence, Loans, Finance, Wealth Management..., Wealth Management, Strategic Financial..., Securities, Equities, Financial Modeling, Financial Planning, Portfolio Management, Risk Management, Cash Management, Fixed Income
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Management
Gareth Wilson Gareth Wilson's Lehman Brothers Experience 2001 - 2003
Job Vice President, Business Development, Production Finance at Working Title Films / Working Title Television
Industry Entertainment
Experience
Working Title Films 2006 - Present
Universal Pictures 2003 - 2006
Lehman Brothers 2001 - 2003
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Business Development, Business Planning, Film Production, Feature Films, Television Producing, Competitive Analysis, M&A Modeling, Mergers & Acquisitions, Analytics
Education
London Business School
Working Title Films 2006 - Present
Universal Pictures 2003 - 2006
Lehman Brothers 2001 - 2003
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Business Development, Business Planning, Film Production, Feature Films, Television Producing, Competitive Analysis, M&A Modeling, Mergers & Acquisitions, Analytics
Education
London Business School
Michael Bruynesteyn's Lehman Brothers Experience 2006 - 2008
Job VP Strategic Finance & Treasurer at Turner Construction; Driving change, boosting profit and generating cash.
Industry Construction
Experience
Turner Construction Company 2013 - Present
Levant Power Corporation 2013 - Present
Strauss Capital Partners 2008 - 2012
Lehman Brothers 2006 - 2008
Prudential Securities 1998 - 2006
General Motors 1990 - 1998
British Columbia Research Corp 1986 - 1989
Skills
Capital Markets, Equities, Certified Treasury..., Board Advisory Services, Strategy, Financial Modeling, Corporate Finance, Finance, Business Strategy, Investments, Business Development, Portfolio Management, Mergers & Acquisitions, Management
Education
London Business School 1989 — 1991
MBA, Business
The University of British Columbia 1981 — 1986
B. Applied Science, Mechanical Engineering
Turner Construction Company 2013 - Present
Levant Power Corporation 2013 - Present
Strauss Capital Partners 2008 - 2012
Lehman Brothers 2006 - 2008
Prudential Securities 1998 - 2006
General Motors 1990 - 1998
British Columbia Research Corp 1986 - 1989
Skills
Capital Markets, Equities, Certified Treasury..., Board Advisory Services, Strategy, Financial Modeling, Corporate Finance, Finance, Business Strategy, Investments, Business Development, Portfolio Management, Mergers & Acquisitions, Management
Education
London Business School 1989 — 1991
MBA, Business
The University of British Columbia 1981 — 1986
B. Applied Science, Mechanical Engineering
Janice Crilly Janice Crilly's Lehman Brothers Experience June 2003 - October 2004
Job Senior Commercial Mortgage Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Cantor Fitzgerald April 2014 - July 2014
City National Bank March 2013 - August 2013
Deloitte October 2004 - August 2009
Lehman Brothers June 2003 - October 2004
GATX June 2001 - August 2001
Deloitte August 1998 - August 2000
KTR Real Estate Services June 1997 - August 1998
Chambre & Co. June 1995 - June 1997
Skills
Underwriting, Debt, Real Estate Investment, Securitization, Real Estate Finance, Due Diligence, Real Estate, Structured Finance, CMBS, Financial Modeling, Valuation, Real Estate Transactions, Appraisals, Real Estate Economics, Investment Properties, Financial Analysis, Investments, Commercial Real Estate, Finance, Distressed Debt, Mortgage Lending, Banking, Consulting, Management, Manage Client...
Education
London Business School 2000 — 2002
MBA Degree, 2002
New York University 1992 — 1996
BA, Philosophy
Wells Fargo July 2014 - Present
Cantor Fitzgerald April 2014 - July 2014
City National Bank March 2013 - August 2013
Deloitte October 2004 - August 2009
Lehman Brothers June 2003 - October 2004
GATX June 2001 - August 2001
Deloitte August 1998 - August 2000
KTR Real Estate Services June 1997 - August 1998
Chambre & Co. June 1995 - June 1997
Skills
Underwriting, Debt, Real Estate Investment, Securitization, Real Estate Finance, Due Diligence, Real Estate, Structured Finance, CMBS, Financial Modeling, Valuation, Real Estate Transactions, Appraisals, Real Estate Economics, Investment Properties, Financial Analysis, Investments, Commercial Real Estate, Finance, Distressed Debt, Mortgage Lending, Banking, Consulting, Management, Manage Client...
Education
London Business School 2000 — 2002
MBA Degree, 2002
New York University 1992 — 1996
BA, Philosophy
William Walsh's Lehman Brothers Experience 1980 - 1983
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - January 2014
JPMorgan Chase April 2000 - December 2011
JPMorgan Chase, Inc April 2000 - December 2011
No Gum Just Cards, Inc January 1990 - January 2000
Salomon Brothers January 1988 - January 1990
Salomon Brothers, Inc January 1985 - January 1988
Prudential Bache January 1984 - January 1985
Lehman Brothers 1980 - 1983
Skills
Operations Management, Middle Office, Trade Support, Syndications, Client Relations Skills, Maintaining Strong..., Change Management, ADRs, Cross-border..., Equities, Fixed Income, Exchange Connectivity, Staff Development, Staff Management, Project Planning, Compliance, Personal Training, Risk Management, Automation, International, Customer Service, Customer Support, Research, Trading, Series 7, Series 63, Settlement, Investment Banking, Proprietary Trading, Back Office, Global Custody, Derivatives, Prime Brokerage, Hedge Funds, Financial Markets, Bloomberg, Securities, Equity Trading, Trading Systems, FX Options, Options, Electronic Trading, FINRA, Securities Lending, Capital Markets, Equity Derivatives, Swaps, Asset Management, Credit Derivatives, Alternative Investments
Education
Long Island University 1974 — 1978
Bachelor of Arts, Finance
Merrill Lynch June 2012 - January 2014
JPMorgan Chase April 2000 - December 2011
JPMorgan Chase, Inc April 2000 - December 2011
No Gum Just Cards, Inc January 1990 - January 2000
Salomon Brothers January 1988 - January 1990
Salomon Brothers, Inc January 1985 - January 1988
Prudential Bache January 1984 - January 1985
Lehman Brothers 1980 - 1983
Skills
Operations Management, Middle Office, Trade Support, Syndications, Client Relations Skills, Maintaining Strong..., Change Management, ADRs, Cross-border..., Equities, Fixed Income, Exchange Connectivity, Staff Development, Staff Management, Project Planning, Compliance, Personal Training, Risk Management, Automation, International, Customer Service, Customer Support, Research, Trading, Series 7, Series 63, Settlement, Investment Banking, Proprietary Trading, Back Office, Global Custody, Derivatives, Prime Brokerage, Hedge Funds, Financial Markets, Bloomberg, Securities, Equity Trading, Trading Systems, FX Options, Options, Electronic Trading, FINRA, Securities Lending, Capital Markets, Equity Derivatives, Swaps, Asset Management, Credit Derivatives, Alternative Investments
Education
Long Island University 1974 — 1978
Bachelor of Arts, Finance
William Kidd William Kidd's Lehman Brothers Experience 2001 - 2003
Job Research Director / Technology Analyst at IHS
Industry Investment Management
Experience
IHS (iSuppli pre-acquisiton) 2010 - Present
Wedbush Morgan Securities 2007 - 2008
Vintage Research 2003 - 2006
Lehman Brothers 2001 - 2003
C.E. Unterberg, Towbin 1998 - 2001
HSBC Securities 1997 - 1998
Skills
Due Diligence, Investment Banking, Equities, Investor Relations, Financial Modeling, Public Speaking, Corporate Strategy..., Mergers & Acquisitions, Analysis, Equity Research, Financial Analysis, Private Equity, Strategy, Valuation, Finance, Hedge Funds, Investments, Market Research, IPO
Education
Loyola Marymount University 1992 — 1993
MBA, Finance
IHS (iSuppli pre-acquisiton) 2010 - Present
Wedbush Morgan Securities 2007 - 2008
Vintage Research 2003 - 2006
Lehman Brothers 2001 - 2003
C.E. Unterberg, Towbin 1998 - 2001
HSBC Securities 1997 - 1998
Skills
Due Diligence, Investment Banking, Equities, Investor Relations, Financial Modeling, Public Speaking, Corporate Strategy..., Mergers & Acquisitions, Analysis, Equity Research, Financial Analysis, Private Equity, Strategy, Valuation, Finance, Hedge Funds, Investments, Market Research, IPO
Education
Loyola Marymount University 1992 — 1993
MBA, Finance
Ajeet Atwal Ajeet Atwal's Lehman Brothers Experience 2008 - 2008
Job
Industry Investment Banking
Experience
RBC Capital Markets January 2011 - Present
RBC Capital Markets 2010 - 2011
Lehman Brothers 2008 - 2008
CIBC World Markets 2005 - 2007
Skills
Leveraged Finance, Investment Banking, Corporate Finance, Securitization, Corporate Credit, Valuation, Equity Research, Financial Modeling, Capital Markets
Education
London Business School 2007 — 2009
MBA
McGill University 2000 — 2004
Bachelor of Commerce, Major: Finance, Concentration: Marketing
Crescent School 1992 — 2000
RBC Capital Markets January 2011 - Present
RBC Capital Markets 2010 - 2011
Lehman Brothers 2008 - 2008
CIBC World Markets 2005 - 2007
Skills
Leveraged Finance, Investment Banking, Corporate Finance, Securitization, Corporate Credit, Valuation, Equity Research, Financial Modeling, Capital Markets
Education
London Business School 2007 — 2009
MBA
McGill University 2000 — 2004
Bachelor of Commerce, Major: Finance, Concentration: Marketing
Crescent School 1992 — 2000
Peter Bradley Seckinger Peter Bradley Seckinger's Lehman Brothers Experience February 2001 - February 2003
Job SharePoint Architect
Industry Information Services
Experience
Maureen Data Systems October 2014 - Present
Pomegranate Trading August 2004 - Present
Miles Technologies January 2014 - September 2014
ESPN February 2003 - January 2004
Lehman Brothers February 2001 - February 2003
Skills
SharePoint, SharePoint Architecture..., SharePoint for HIPAA..., LiveTiles for SharePoint, NinTex Workflows for..., Metalogix for SharePoint, New Business Development, Marketing, Windows Server, Management, Active Directory, Social Media, Negotiation, Business Analysis, Office 365 for HIPAA..., MCSE - SharePoint, IT Management, Windows, Team Leadership, Disaster Recovery, Integration, Project Management, IT Strategy, Cloud Computing, Architecture, Enterprise Architecture, SharePoint Designer, Virtualization
Education
Lehigh University
Maureen Data Systems October 2014 - Present
Pomegranate Trading August 2004 - Present
Miles Technologies January 2014 - September 2014
ESPN February 2003 - January 2004
Lehman Brothers February 2001 - February 2003
Skills
SharePoint, SharePoint Architecture..., SharePoint for HIPAA..., LiveTiles for SharePoint, NinTex Workflows for..., Metalogix for SharePoint, New Business Development, Marketing, Windows Server, Management, Active Directory, Social Media, Negotiation, Business Analysis, Office 365 for HIPAA..., MCSE - SharePoint, IT Management, Windows, Team Leadership, Disaster Recovery, Integration, Project Management, IT Strategy, Cloud Computing, Architecture, Enterprise Architecture, SharePoint Designer, Virtualization
Education
Lehigh University
Trent Fisher Trent Fisher's Lehman Brothers Experience July 2007 - September 2008
Job
Industry Financial Services
Experience
UBS Investment Bank September 2010 - Present
Nomura October 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Lehman Brothers September 2002 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation
Education
Lehigh University
Bachelor's degree, Finance, General
UBS Investment Bank September 2010 - Present
Nomura October 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Lehman Brothers September 2002 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation
Education
Lehigh University
Bachelor's degree, Finance, General
Alex Zemlianov's Lehman Brothers Experience January 2008 - September 2008
Job Director, Quantitative Analytics at Barclays Captial
Industry Investment Banking
Experience
Barclays Captial September 2008 - Present
Lehman Brothers January 2008 - September 2008
Lehman Brothers August 2005 - December 2007
SciComp April 2005 - August 2005
UT Austin 2000 - 2005
ForwardVue Technologies June 2003 - April 2004
Skills
Derivatives, Quantitative Analytics, Monte Carlo Simulation, Quantitative Finance, Trading Systems, Fixed Income, Investment Banking, Capital Markets, Equities, Options, Financial Modeling, Hedge Funds, Valuation, Algorithms, Portfolio Management, Commodity, Trading, Emerging Markets, Financial Markets, Time Series Analysis
Education
The University of Texas at Austin 2000 — 2005
PhD, Electrical and Computer Engineering
The University of Texas at Austin 1998 — 2000
MS, Physics
Lomonosov Moscow State University (MSU) 1992 — 1998
MS, Physics
Barclays Captial September 2008 - Present
Lehman Brothers January 2008 - September 2008
Lehman Brothers August 2005 - December 2007
SciComp April 2005 - August 2005
UT Austin 2000 - 2005
ForwardVue Technologies June 2003 - April 2004
Skills
Derivatives, Quantitative Analytics, Monte Carlo Simulation, Quantitative Finance, Trading Systems, Fixed Income, Investment Banking, Capital Markets, Equities, Options, Financial Modeling, Hedge Funds, Valuation, Algorithms, Portfolio Management, Commodity, Trading, Emerging Markets, Financial Markets, Time Series Analysis
Education
The University of Texas at Austin 2000 — 2005
PhD, Electrical and Computer Engineering
The University of Texas at Austin 1998 — 2000
MS, Physics
Lomonosov Moscow State University (MSU) 1992 — 1998
MS, Physics
Heather Neale Heather Neale's Lehman Brothers Experience June 2007 - September 2008
Job Connecting with Talented People
Industry Human Resources
Experience
LivePerson June 2014 - Present
The Boston Consulting Group May 2012 - November 2013
Barclays May 2011 - July 2011
Barclays January 2011 - July 2011
Barclays October 2010 - December 2010
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2007 - September 2008
Stanfield Capital Partners October 2006 - June 2007
New and Improved Media May 2005 - December 2005
Skills
Stakeholder Management, 3rd party Agency..., 3rd Party Partner..., MI Reporting, Process Improvement, Financial Accountability, Budget Management, Budget Tracking, Stakeholder Liaison, Account Reconciliation, Budgets, Project Planning, Financial Accounting, Marketing Communications, PowerPoint, Marketing, Time Management, Retail, Financial Modeling, Training, Management, Digital Marketing, Finance, Advertising, Customer Service, CRM, Microsoft Excel, Microsoft Office, Leadership
Education
Loyola Marymount University 2002 — 2006
B.A., Psychology
Loyola Marymount University, College of Business Administration 2002 — 2006
B.B.A., Management
LivePerson June 2014 - Present
The Boston Consulting Group May 2012 - November 2013
Barclays May 2011 - July 2011
Barclays January 2011 - July 2011
Barclays October 2010 - December 2010
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2007 - September 2008
Stanfield Capital Partners October 2006 - June 2007
New and Improved Media May 2005 - December 2005
Skills
Stakeholder Management, 3rd party Agency..., 3rd Party Partner..., MI Reporting, Process Improvement, Financial Accountability, Budget Management, Budget Tracking, Stakeholder Liaison, Account Reconciliation, Budgets, Project Planning, Financial Accounting, Marketing Communications, PowerPoint, Marketing, Time Management, Retail, Financial Modeling, Training, Management, Digital Marketing, Finance, Advertising, Customer Service, CRM, Microsoft Excel, Microsoft Office, Leadership
Education
Loyola Marymount University 2002 — 2006
B.A., Psychology
Loyola Marymount University, College of Business Administration 2002 — 2006
B.B.A., Management
Jeff Kollin Jeff Kollin's Lehman Brothers Experience January 1998 - June 2008
Job Principal at KPMG US
Industry Financial Services
Experience
KPMG US July 2014 - Present
Rothstein Kass March 2009 - June 2014
R3 Capital Partners July 2008 - March 2009
Lehman Brothers January 1998 - June 2008
Accenture 1989 - 1991
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Private Equity, Prime Brokerage, Capital Markets, Asset Managment, Fixed Income, Derivatives, Securities, Valuation, Investment Banking, Investments, Due Diligence, Asset Management, Options, Investment Management, Equity Derivatives, Trading, Emerging Markets, Financial Services, Venture Capital, Mutual Funds, FX Options
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance / International Business
Lehigh University 1985 — 1989
BS, Industrial Engineering
KPMG US July 2014 - Present
Rothstein Kass March 2009 - June 2014
R3 Capital Partners July 2008 - March 2009
Lehman Brothers January 1998 - June 2008
Accenture 1989 - 1991
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Private Equity, Prime Brokerage, Capital Markets, Asset Managment, Fixed Income, Derivatives, Securities, Valuation, Investment Banking, Investments, Due Diligence, Asset Management, Options, Investment Management, Equity Derivatives, Trading, Emerging Markets, Financial Services, Venture Capital, Mutual Funds, FX Options
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance / International Business
Lehigh University 1985 — 1989
BS, Industrial Engineering
Neil Mitchell Neil Mitchell's Lehman Brothers Experience October 1983 - September 2008
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management. September 2008 - Present
Lehman Brothers October 1983 - September 2008
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Asset Allocation, Risk Management, Portfolio Management, Investment Banking, Asset Managment, Private Equity, Investments
Education
Lehigh University - College of Business and Economics 1976 — 1980
B.S., Economics and Finance
Bellmore, JFK
Morgan Stanley Private Wealth Management. September 2008 - Present
Lehman Brothers October 1983 - September 2008
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Asset Allocation, Risk Management, Portfolio Management, Investment Banking, Asset Managment, Private Equity, Investments
Education
Lehigh University - College of Business and Economics 1976 — 1980
B.S., Economics and Finance
Bellmore, JFK
Ed McGlynn's Lehman Brothers Experience May 1981 - June 1991
Job Managing Member at Capital Asset Investments LLC
Industry Investment Management
Experience
Capital Asset Investments LLC January 2010 - Present
Financial Recruiters, LLC February 2002 - Present
Newstead Partners LLC February 1994 - November 1998
Ladenburg Thalman May 1991 - February 1994
Lehman Brothers May 1981 - June 1991
Education
Lehigh University - College of Business and Economics 1976 — 1979
BS Accounting, Business Administration
Capital Asset Investments LLC January 2010 - Present
Financial Recruiters, LLC February 2002 - Present
Newstead Partners LLC February 1994 - November 1998
Ladenburg Thalman May 1991 - February 1994
Lehman Brothers May 1981 - June 1991
Education
Lehigh University - College of Business and Economics 1976 — 1979
BS Accounting, Business Administration
Seth Weber Seth Weber's Lehman Brothers Experience 1991 - 2008
Job Managing Director Vandham Securities
Industry Financial Services
Experience
Vandham Securities June 2011 - Present
Little Wing Financial June 2011 - June 2011
Barclays Capital September 2008 - January 2011
Lehman Brothers 1991 - 2008
Education
Lehigh University 1985 — 1989
Vandham Securities June 2011 - Present
Little Wing Financial June 2011 - June 2011
Barclays Capital September 2008 - January 2011
Lehman Brothers 1991 - 2008
Education
Lehigh University 1985 — 1989
Paul Higham, ACA Paul Higham, ACA's Lehman Brothers Experience October 2008 - September 2010
Job Finance Project Manager/Business Analyst Regulatory Projects
Industry Financial Services
Experience
Sionic Advisors January 2015 - Present
Investance September 2012 - December 2014
Milestone October 2010 - August 2012
Lehman Brothers October 2008 - September 2010
Lehman Brothers May 2008 - September 2008
Lehman Brothers October 2005 - May 2008
Lehman Brothers September 2003 - October 2005
PricewaterhouseCoopers (New York) November 2002 - September 2003
PricewaterhouseCoopers (Jersey - Channel Islands) September 1998 - November 2002
Skills
Change Management, Financial Risk, Valuation, Private Equity, Residential Mortgages, Middle Office, Business Process..., Financial Services, Risk Management, Portfolio Management, Account Reconciliation, Credit, Capital Markets, Business Planning, Analysis, Corporate Finance, Investments, Accounting, Financial Modeling, Swaps, Auditing, Emerging Markets, Dodd-Frank, Budgets, Business Relationship..., Derivatives, Investment Banking, Trading, Strategy, Equities, Competitive Analysis, Options, Bonds, Market Risk, Fixed Income, Securities, Finance, Management, Structured Products, Financial Analysis, Internal Controls, Hedge Funds, Treasury Management, Securitization, Asset Management, Treasury, Financial Markets, Credit Derivatives, Hedging, FX Options
Education
Loughborough University 1995 — 1999
B.Sc. 2:1, Accounting and Financial Management
Bournemouth School
Sionic Advisors January 2015 - Present
Investance September 2012 - December 2014
Milestone October 2010 - August 2012
Lehman Brothers October 2008 - September 2010
Lehman Brothers May 2008 - September 2008
Lehman Brothers October 2005 - May 2008
Lehman Brothers September 2003 - October 2005
PricewaterhouseCoopers (New York) November 2002 - September 2003
PricewaterhouseCoopers (Jersey - Channel Islands) September 1998 - November 2002
Skills
Change Management, Financial Risk, Valuation, Private Equity, Residential Mortgages, Middle Office, Business Process..., Financial Services, Risk Management, Portfolio Management, Account Reconciliation, Credit, Capital Markets, Business Planning, Analysis, Corporate Finance, Investments, Accounting, Financial Modeling, Swaps, Auditing, Emerging Markets, Dodd-Frank, Budgets, Business Relationship..., Derivatives, Investment Banking, Trading, Strategy, Equities, Competitive Analysis, Options, Bonds, Market Risk, Fixed Income, Securities, Finance, Management, Structured Products, Financial Analysis, Internal Controls, Hedge Funds, Treasury Management, Securitization, Asset Management, Treasury, Financial Markets, Credit Derivatives, Hedging, FX Options
Education
Loughborough University 1995 — 1999
B.Sc. 2:1, Accounting and Financial Management
Bournemouth School
Marla Barr Marla Barr's Lehman Brothers Experience January 2000 - November 2008
Job VP, Community Relations and Services
Industry Financial Services
Experience
Brown Brothers Harriman November 2008 - Present
Lehman Brothers January 2000 - November 2008
Institute for International Research January 1998 - December 1999
Skills
Investor Relations, Strategic Communications, Equities, Creative Strategy, Community Outreach, Volunteer Management, Internal Communications, Project Management, Human Resouces..., Employee Engagement, Portfolio Management, Corporate Communications, Management, Financial Services, Strategy, Marketing, Strategic Planning, Marketing Communications, Program Management, Leadership, Marketing Strategy, Change Management, Social Media
Education
Lehigh University 1992 — 1996
BS, Marketing
Brown Brothers Harriman November 2008 - Present
Lehman Brothers January 2000 - November 2008
Institute for International Research January 1998 - December 1999
Skills
Investor Relations, Strategic Communications, Equities, Creative Strategy, Community Outreach, Volunteer Management, Internal Communications, Project Management, Human Resouces..., Employee Engagement, Portfolio Management, Corporate Communications, Management, Financial Services, Strategy, Marketing, Strategic Planning, Marketing Communications, Program Management, Leadership, Marketing Strategy, Change Management, Social Media
Education
Lehigh University 1992 — 1996
BS, Marketing
Stuart Horowitz's Lehman Brothers Experience January 1990 - January 1995
Job Senior Vice President of Investments, Joseph Gunnar & Co. LLC.
Industry Investment Management
Experience
Joseph Gunnar & Co. LLC. March 2014 - Present
EarlyBirdCapital Inc. March 2000 - March 2014
Lehman Brothers January 1990 - January 1995
Skills
Investments, Series 7, Equities, Wealth Management, Series 63, Portfolio Management, Fixed Income, Alternative Investments, Securities, Mutual Funds, Retirement Planning, Options
Education
LIU Post
University of Hartford
Joseph Gunnar & Co. LLC. March 2014 - Present
EarlyBirdCapital Inc. March 2000 - March 2014
Lehman Brothers January 1990 - January 1995
Skills
Investments, Series 7, Equities, Wealth Management, Series 63, Portfolio Management, Fixed Income, Alternative Investments, Securities, Mutual Funds, Retirement Planning, Options
Education
LIU Post
University of Hartford
Brian Carswell Brian Carswell's Lehman Brothers Experience May 1998 - June 2003
Job
Industry
Experience
JP Morgan Chase Bank NA September 2013 - Present
Dahlman Rose & Co. May 2012 - January 2013
Weeden & Co. June 2007 - May 2012
Bear Stearns June 2005 - June 2007
The Griswold Company, Inc June 2003 - June 2005
Lehman Brothers May 1998 - June 2003
Education
Long Island University, C.W. Post Campus 1988 — 1990
Bachelor of Science (BS), Marketing
Cold Spring Harbor HS
JP Morgan Chase Bank NA September 2013 - Present
Dahlman Rose & Co. May 2012 - January 2013
Weeden & Co. June 2007 - May 2012
Bear Stearns June 2005 - June 2007
The Griswold Company, Inc June 2003 - June 2005
Lehman Brothers May 1998 - June 2003
Education
Long Island University, C.W. Post Campus 1988 — 1990
Bachelor of Science (BS), Marketing
Cold Spring Harbor HS
Deborah Zeigler Deborah Zeigler's Lehman Brothers Experience February 1992 - May 1997
Job Accounting and Finance
Industry Information Technology and Services
Experience
Infosys BPO 2010 - 2011
Genuine Parts Company March 1999 - December 2006
Lehman Brothers February 1992 - May 1997
Skills
Purchasing Agents, Buyer
Education
University of Phoenix 2012 — 2017
Accounting, Accounting and Finance
University of New Orleans 1983 — 1983
Louisiana State University 1981 — 1983
Infosys BPO 2010 - 2011
Genuine Parts Company March 1999 - December 2006
Lehman Brothers February 1992 - May 1997
Skills
Purchasing Agents, Buyer
Education
University of Phoenix 2012 — 2017
Accounting, Accounting and Finance
University of New Orleans 1983 — 1983
Louisiana State University 1981 — 1983
Leslie Embree Kelly Leslie Embree Kelly's Lehman Brothers Experience May 1996 - July 1999
Job Director, Marketing Services
Industry Marketing and Advertising
Experience
Columbia University in the City of New York 2012 - 2015
Columbia University in the City of New York 2012 - 2015
Columbia University in the City of New York 2012 - 2015
Story Worldwide October 2011 - February 2013
Consultant October 2010 - June 2011
Draftfcb December 2004 - April 2010
Cline Davis & Mann (CDMi) April 2004 - December 2004
Digitas July 1999 - April 2004
Lehman Brothers May 1996 - July 1999
Skills
Strategy
Education
Lehigh University 1988 — 1992
BA
Columbia University in the City of New York 2012 - 2015
Columbia University in the City of New York 2012 - 2015
Columbia University in the City of New York 2012 - 2015
Story Worldwide October 2011 - February 2013
Consultant October 2010 - June 2011
Draftfcb December 2004 - April 2010
Cline Davis & Mann (CDMi) April 2004 - December 2004
Digitas July 1999 - April 2004
Lehman Brothers May 1996 - July 1999
Skills
Strategy
Education
Lehigh University 1988 — 1992
BA
Jack Bowersox, Jr. Jack Bowersox, Jr.'s Lehman Brothers Experience April 2008 - August 2008
Job Software Quality Assurance Consultant at Modis
Industry Computer Software
Experience
JPL December 2009 - March 2013
D&H Distributing October 2008 - December 2009
Lehman Brothers April 2008 - August 2008
Lehman Brothers February 2006 - April 2008
Rite Aid 2003 - 2006
Giant Food 1998 - 2002
Skills
Testing, Test Automation, Software Quality..., Quality Assurance, SDLC, Requirements Analysis, JIRA, Business Analysis, SharePoint, MS Project, Quality Center, Regression Testing, Test Cases, Visio, Systems Analysis, Business Process, SQL, Mobile Testing, Android, Business Systems..., Android SDK, Selenium, Google Analytics, Youth Ministry, Church Media, Student Ministry, Biblical Teaching, Biblical Studies, Bible Teaching, Student Leadership
Education
Liberty University 2013 — 2015
Bachelor's Degree, Religion, GPA 3.9
ITT Technical Institute 1995 — 1997
Associate, Electronic Engineering Technology, GPA 3.9
JPL December 2009 - March 2013
D&H Distributing October 2008 - December 2009
Lehman Brothers April 2008 - August 2008
Lehman Brothers February 2006 - April 2008
Rite Aid 2003 - 2006
Giant Food 1998 - 2002
Skills
Testing, Test Automation, Software Quality..., Quality Assurance, SDLC, Requirements Analysis, JIRA, Business Analysis, SharePoint, MS Project, Quality Center, Regression Testing, Test Cases, Visio, Systems Analysis, Business Process, SQL, Mobile Testing, Android, Business Systems..., Android SDK, Selenium, Google Analytics, Youth Ministry, Church Media, Student Ministry, Biblical Teaching, Biblical Studies, Bible Teaching, Student Leadership
Education
Liberty University 2013 — 2015
Bachelor's Degree, Religion, GPA 3.9
ITT Technical Institute 1995 — 1997
Associate, Electronic Engineering Technology, GPA 3.9
Ben Chrnelich Ben Chrnelich's Lehman Brothers Experience December 2004 - April 2008
Job Chief Financial Officer at IPC
Industry Financial Services
Experience
IPC Systems, Inc. August 2015 - Present
America SCORES March 2006 - Present
StreetWise Partners 1997 - Present
MSCI Inc. September 2014 - August 2015
NYSE Euronext May 2008 - September 2014
Lehman Brothers December 2004 - April 2008
Schwab Soundview Capital Markets December 2002 - December 2004
Robertson Stephens November 1999 - May 2002
PricewaterhouseCoopers September 1996 - November 1999
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Hedge Funds, Commodity, Investment Banking, Strategy, Due Diligence, Derivatives, Access, Valuation, IT Audit, Corporate Governance, Trading Systems, Business Valuation, Private Equity, IPO, Capital Markets, Data Analysis, Venture Capital, Financial Markets, Mergers & Acquisitions, Equity Trading, Corporate Finance, Emerging Markets, Non-profit Program..., Risk Management, Portfolio Management, Financial Services, M&A experience, Executive Management, Finance, Fundraising, Alternative Investments, Asset Management, Options, Investments, Trading, Securities, Financial Risk, Financial Structuring, Start-ups, Acquisition Integration, Restructuring, Corporate Development, Funding, FX Options, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Magna Cum Laude
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science, Accounting
Notre Dame High School 1988 — 1992
IPC Systems, Inc. August 2015 - Present
America SCORES March 2006 - Present
StreetWise Partners 1997 - Present
MSCI Inc. September 2014 - August 2015
NYSE Euronext May 2008 - September 2014
Lehman Brothers December 2004 - April 2008
Schwab Soundview Capital Markets December 2002 - December 2004
Robertson Stephens November 1999 - May 2002
PricewaterhouseCoopers September 1996 - November 1999
Skills
Financial Analysis, Equities, Fixed Income, Financial Modeling, Hedge Funds, Commodity, Investment Banking, Strategy, Due Diligence, Derivatives, Access, Valuation, IT Audit, Corporate Governance, Trading Systems, Business Valuation, Private Equity, IPO, Capital Markets, Data Analysis, Venture Capital, Financial Markets, Mergers & Acquisitions, Equity Trading, Corporate Finance, Emerging Markets, Non-profit Program..., Risk Management, Portfolio Management, Financial Services, M&A experience, Executive Management, Finance, Fundraising, Alternative Investments, Asset Management, Options, Investments, Trading, Securities, Financial Risk, Financial Structuring, Start-ups, Acquisition Integration, Restructuring, Corporate Development, Funding, FX Options, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Magna Cum Laude
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science, Accounting
Notre Dame High School 1988 — 1992
Sean H. Kelly's Lehman Brothers Experience 1991 - 2005
Job Product Development Sales Alternative & Investment Managers AIM at Bloomberg
Industry Investment Management
Experience
Bloomberg 2012 - Present
Soros Fund Management 2007 - 2011
Societe Generale 2006 - 2007
BNY Alternative Investment Services 2005 - 2006
Lehman Brothers 1991 - 2005
Chase Manhattan Corporation 1988 - 1991
Skills
Securities Lending, Equity Swaps, CFDs, Global Macro, Bank Relationship..., FX, Prime Brokerage, Fund Administration, Commodities, Equities, Valuation, CDS, Operations Management, New Business Development, Confirmations, Reconciliations, P&L, Settlements, FX Hedging, Treasury Functions, Bank Financing, Trading Systems, Workflow Analysis, Commodity, Treasury, FX Options, Finance, Confirmation, Investments, Banking, FX trading, Fixed Income, Hedge Funds, Account Reconciliation, Trading, Settlement, Income Statement, Derivatives
Education
Lehigh University
BA, Government/International Relations
Walt Whitman High School
Bloomberg 2012 - Present
Soros Fund Management 2007 - 2011
Societe Generale 2006 - 2007
BNY Alternative Investment Services 2005 - 2006
Lehman Brothers 1991 - 2005
Chase Manhattan Corporation 1988 - 1991
Skills
Securities Lending, Equity Swaps, CFDs, Global Macro, Bank Relationship..., FX, Prime Brokerage, Fund Administration, Commodities, Equities, Valuation, CDS, Operations Management, New Business Development, Confirmations, Reconciliations, P&L, Settlements, FX Hedging, Treasury Functions, Bank Financing, Trading Systems, Workflow Analysis, Commodity, Treasury, FX Options, Finance, Confirmation, Investments, Banking, FX trading, Fixed Income, Hedge Funds, Account Reconciliation, Trading, Settlement, Income Statement, Derivatives
Education
Lehigh University
BA, Government/International Relations
Walt Whitman High School
Dean Marsan Dean Marsan's Lehman Brothers Experience January 2003 - November 2008
Job Director, Information Reporting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Lloyds Banking Group January 2012 - November 2013
Deloitte Tax LLP June 2010 - June 2011
Lehman Brothers January 2003 - November 2008
Lehman Brothers January 2000 - November 2008
Lehman Brothers January 1995 - November 2008
Lehman Brothers October 1988 - November 2008
Whitman & Ransom December 1986 - September 1988
Carro, Spanbock, Kaster & Cuiffo November 1984 - January 1986
Bell Kalnick Beckman Klee & Greene September 1983 - October 1984
Skills
Tax, Tax Compliance, Hedge Funds, Securities, Risk, Tax Law, Tax Risk,..., Tax Law, Compliance, Financial Risk, Tax Advisory, Private Equity, FATCA, Corporate Tax, Risk Management, Financial Analysis, AML, Joint Ventures, Mergers & Acquisitions, Auditing, Restructuring, Corporate Finance, Investment Management, Accounting, Finance, Capital Markets, Due Diligence, International Tax, Cross-border..., Tax Accounting, Investments, Financial Structuring, Financial Services, Corporate Governance, Structured Finance, Banking, Internal Controls, SEC filings, Tax Research, Derivatives, Equities, Corporate Law, Mutual Funds, CPA, Management
Education
New York University School of Law 1984 — 1988
LL.M, Taxation
UNH School of Law 1979 — 1982
JD, Law
LIU Post 1977 — 1978
MS, Taxation
University of Maryland College Park 1972 — 1976
BS, Accounting
Charles Schwab March 2014 - Present
Lloyds Banking Group January 2012 - November 2013
Deloitte Tax LLP June 2010 - June 2011
Lehman Brothers January 2003 - November 2008
Lehman Brothers January 2000 - November 2008
Lehman Brothers January 1995 - November 2008
Lehman Brothers October 1988 - November 2008
Whitman & Ransom December 1986 - September 1988
Carro, Spanbock, Kaster & Cuiffo November 1984 - January 1986
Bell Kalnick Beckman Klee & Greene September 1983 - October 1984
Skills
Tax, Tax Compliance, Hedge Funds, Securities, Risk, Tax Law, Tax Risk,..., Tax Law, Compliance, Financial Risk, Tax Advisory, Private Equity, FATCA, Corporate Tax, Risk Management, Financial Analysis, AML, Joint Ventures, Mergers & Acquisitions, Auditing, Restructuring, Corporate Finance, Investment Management, Accounting, Finance, Capital Markets, Due Diligence, International Tax, Cross-border..., Tax Accounting, Investments, Financial Structuring, Financial Services, Corporate Governance, Structured Finance, Banking, Internal Controls, SEC filings, Tax Research, Derivatives, Equities, Corporate Law, Mutual Funds, CPA, Management
Education
New York University School of Law 1984 — 1988
LL.M, Taxation
UNH School of Law 1979 — 1982
JD, Law
LIU Post 1977 — 1978
MS, Taxation
University of Maryland College Park 1972 — 1976
BS, Accounting
Yvonne Roga Yvonne Roga's Lehman Brothers Experience April 1998 - April 2000
Job Executive Assistant and Transcriptionist at Self Employed
Industry Executive Office
Experience
Self Employed June 2012 - Present
Emigrant Bank March 2008 - June 2012
Citigroup Private Bank April 2006 - March 2008
RBC Capital Markets April 2000 - April 2006
Lehman Brothers April 1998 - April 2000
Schroder & Co. March 1997 - March 1998
The New York Center for Neuropsychology & Forensic Behavioral Science September 1991 - March 1997
Skills
PowerPoint, Confidentiality, Spreadsheets, Microsoft Excel, Outlook, Telephone Skills, Data Entry, Expenses, Office Management, Microsoft Word, Calendars, Facebook, File Management, Team Building, Office Administration, Fax, Microsoft Office, Social Networking, Calendaring, Editing, Travel Arrangements, Executive Support, Expense Reports, Executive..., High Level Of..., Meeting Scheduling, Discretion, Business Correspondence, Administrative Office..., Handle Confidential..., Organizing Meetings, Executive Level..., Virtual Assistance, Administrative..., Concur, Time Management, Microsoft Outlook
Education
Long Island University, Brooklyn Campus
MA, Clinical Psychology
St. Francis College
BA, Film and Broadcasting
Self Employed June 2012 - Present
Emigrant Bank March 2008 - June 2012
Citigroup Private Bank April 2006 - March 2008
RBC Capital Markets April 2000 - April 2006
Lehman Brothers April 1998 - April 2000
Schroder & Co. March 1997 - March 1998
The New York Center for Neuropsychology & Forensic Behavioral Science September 1991 - March 1997
Skills
PowerPoint, Confidentiality, Spreadsheets, Microsoft Excel, Outlook, Telephone Skills, Data Entry, Expenses, Office Management, Microsoft Word, Calendars, Facebook, File Management, Team Building, Office Administration, Fax, Microsoft Office, Social Networking, Calendaring, Editing, Travel Arrangements, Executive Support, Expense Reports, Executive..., High Level Of..., Meeting Scheduling, Discretion, Business Correspondence, Administrative Office..., Handle Confidential..., Organizing Meetings, Executive Level..., Virtual Assistance, Administrative..., Concur, Time Management, Microsoft Outlook
Education
Long Island University, Brooklyn Campus
MA, Clinical Psychology
St. Francis College
BA, Film and Broadcasting
Domenick Bocchino Domenick Bocchino's Lehman Brothers Experience May 2007 - August 2007
Job at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP March 2015 - Present
Barclays August 2012 - March 2015
Barclays Capital September 2008 - August 2012
Lehman Brothers May 2007 - August 2007
Skills
Finance, Capital Markets, Financial Services, Fixed Income, Bloomberg, Investments, Banking, Financial Risk
Education
LIU Post
Bachelor of Science in Business Administration, Finance
Bloomberg LP March 2015 - Present
Barclays August 2012 - March 2015
Barclays Capital September 2008 - August 2012
Lehman Brothers May 2007 - August 2007
Skills
Finance, Capital Markets, Financial Services, Fixed Income, Bloomberg, Investments, Banking, Financial Risk
Education
LIU Post
Bachelor of Science in Business Administration, Finance
Hugh Meyer Hugh Meyer's Lehman Brothers Experience September 2000 - October 2003
Job MBA, Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC March 2005 - Present
Park Place Home Mortgage October 2003 - March 2005
Lehman Brothers September 2000 - October 2003
Skills
Investments, Fixed Income, Asset Management, Mergers & Acquisitions, Finance, Management, Financial Planning, Real Estate Economics, Private Equity, Real Estate, Equities, Hedge Funds, Capital Markets, Financial Reporting, Mutual Funds, Banking, Financial Services, Accounting, Financial Advisory
Education
Loyola Marymount University 2006 — 2009
Master of Business Administration (MBA)
Union College 1995 — 1999
BA, History
Wells Fargo Advisors,LLC March 2005 - Present
Park Place Home Mortgage October 2003 - March 2005
Lehman Brothers September 2000 - October 2003
Skills
Investments, Fixed Income, Asset Management, Mergers & Acquisitions, Finance, Management, Financial Planning, Real Estate Economics, Private Equity, Real Estate, Equities, Hedge Funds, Capital Markets, Financial Reporting, Mutual Funds, Banking, Financial Services, Accounting, Financial Advisory
Education
Loyola Marymount University 2006 — 2009
Master of Business Administration (MBA)
Union College 1995 — 1999
BA, History
Robert Campi's Lehman Brothers Experience 2000 - 2002
Job President & CEO, PERSONA
Industry Investment Banking
Experience
PERSONA December 2011 - Present
Wells Fargo Advisors, LLC March 2010 - December 2011
Lehman Brothers 2000 - 2002
UBS Warburg 1999 - 2000
Deutsche Bank Alex Brown 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Securities, Private Equity, Series 7, Investment Banking, Derivatives, Human Capital Management, Insurance, Employee Benefits, Payroll, Customer Service, Financial Risk
Education
Louisiana State University 1977 — 1983
BFA, Graphic Design
PERSONA December 2011 - Present
Wells Fargo Advisors, LLC March 2010 - December 2011
Lehman Brothers 2000 - 2002
UBS Warburg 1999 - 2000
Deutsche Bank Alex Brown 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Securities, Private Equity, Series 7, Investment Banking, Derivatives, Human Capital Management, Insurance, Employee Benefits, Payroll, Customer Service, Financial Risk
Education
Louisiana State University 1977 — 1983
BFA, Graphic Design
Maria Rickert Hong, CHHC, AADP's Lehman Brothers Experience 1999 - 2000
Job Ongoing Contributor at Autism File Magazine
Industry Health, Wellness and Fitness
Experience
Maria Rickert Hong Nutritional Healing November 2011 - Present
Maria Rickert Hong October 2014 - Present
Epidemic Answers November 2010 - Present
Autism File Magazine March 2014 - Present
Documenting Hope Project January 2013 - February 2015
Calyon Securities 2004 - 2005
Jefferies & Company 2000 - 2004
Lehman Brothers 1999 - 2000
Salomon Smith Barney 1999 - 1999
Halliburton 1988 - 1999
Skills
Autism, ADHD, Food Allergies, Asthma, Autoimmune Diseases, Wellness, Coaching, Sensory Integration, OCD, Cooking, Health, Stress Management, Equity Research, Financial Analysis, Market Analysis, Research, Public Speaking, Food, Blogging, Nutrition, Marketing, Business Strategy, Non-profits, Finance, Consulting, Data Analysis, Strategic Planning, Energy, Leadership, Investment Banking, Microsoft Excel, Business Development, Financial Modeling, Business Planning, Fundraising, Valuation, Analysis, Investments, Entrepreneurship, Whole Foods, Chronic Illness, Presenter, Books, Self-esteem, Allergy, Strategy, Equity Valuation, Women's Health, Holistic Health, Mental Health
Education
Institute for Integrative Nutrition 2011 — 2012
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance, Strategy
University of New Orleans 1990 — 1994
BA, Geographic Information Systems
Louisiana State University 1984 — 1988
none, Petroleum Engineering
Maria Rickert Hong Nutritional Healing November 2011 - Present
Maria Rickert Hong October 2014 - Present
Epidemic Answers November 2010 - Present
Autism File Magazine March 2014 - Present
Documenting Hope Project January 2013 - February 2015
Calyon Securities 2004 - 2005
Jefferies & Company 2000 - 2004
Lehman Brothers 1999 - 2000
Salomon Smith Barney 1999 - 1999
Halliburton 1988 - 1999
Skills
Autism, ADHD, Food Allergies, Asthma, Autoimmune Diseases, Wellness, Coaching, Sensory Integration, OCD, Cooking, Health, Stress Management, Equity Research, Financial Analysis, Market Analysis, Research, Public Speaking, Food, Blogging, Nutrition, Marketing, Business Strategy, Non-profits, Finance, Consulting, Data Analysis, Strategic Planning, Energy, Leadership, Investment Banking, Microsoft Excel, Business Development, Financial Modeling, Business Planning, Fundraising, Valuation, Analysis, Investments, Entrepreneurship, Whole Foods, Chronic Illness, Presenter, Books, Self-esteem, Allergy, Strategy, Equity Valuation, Women's Health, Holistic Health, Mental Health
Education
Institute for Integrative Nutrition 2011 — 2012
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance, Strategy
University of New Orleans 1990 — 1994
BA, Geographic Information Systems
Louisiana State University 1984 — 1988
none, Petroleum Engineering
Nikki Stefanelli Nikki Stefanelli's Lehman Brothers Experience May 2005 - November 2007
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital November 2007 - Present
Lehman Brothers May 2005 - November 2007
PricewaterhouseCoopers January 2003 - February 2003
Publicis Dialog June 2002 - August 2002
Education
Lehigh University 2004 — 2005
MS, Economics
Lehigh University - College of Business and Economics 2000 — 2004
BS, Accounting
Barclays Capital November 2007 - Present
Lehman Brothers May 2005 - November 2007
PricewaterhouseCoopers January 2003 - February 2003
Publicis Dialog June 2002 - August 2002
Education
Lehigh University 2004 — 2005
MS, Economics
Lehigh University - College of Business and Economics 2000 — 2004
BS, Accounting
Synthia Steinacher Synthia Steinacher's Lehman Brothers Experience January 1994 - April 1995
Job Office Manager at Beacon Protection Group LLC
Industry Security and Investigations
Experience
Beacon Protection Group LLC December 2014 - Present
Beacon Protection Group LLC 2014 - Present
Athena Real Estate February 2013 - November 2014
Riverdale Presbyterian Church Nursery School September 2010 - February 2013
Stein Properties November 2008 - August 2010
Riverdale Homes February 2001 - November 2008
Winstar Communications April 1995 - December 2001
Lehman Brothers January 1994 - April 1995
Citicorp June 1989 - January 1994
Skills
Microsoft Excel, Real Estate, Residential Homes, Property Management, Rentals, Leases, Condos, Real Estate Transactions, Selling, Microsoft Word, PowerPoint, QuickBooks, Customer Service, Finance, Investment Properties, Sales, Small Business
Education
Pace University-New York 1995 — 1996
Business Administration and Management, General
LIU Post
business
Beacon Protection Group LLC December 2014 - Present
Beacon Protection Group LLC 2014 - Present
Athena Real Estate February 2013 - November 2014
Riverdale Presbyterian Church Nursery School September 2010 - February 2013
Stein Properties November 2008 - August 2010
Riverdale Homes February 2001 - November 2008
Winstar Communications April 1995 - December 2001
Lehman Brothers January 1994 - April 1995
Citicorp June 1989 - January 1994
Skills
Microsoft Excel, Real Estate, Residential Homes, Property Management, Rentals, Leases, Condos, Real Estate Transactions, Selling, Microsoft Word, PowerPoint, QuickBooks, Customer Service, Finance, Investment Properties, Sales, Small Business
Education
Pace University-New York 1995 — 1996
Business Administration and Management, General
LIU Post
business
Fred P. Cayetano Fred P. Cayetano's Lehman Brothers Experience 1992 - 1995
Job Chief Administrative Officer and EVP. at STRATEGIC ADVANTAGE INC.
Industry Information Technology and Services
Experience
STRATEGIC ADVANTAGE INC. August 2012 - Present
Realestate Investments January 2001 - Present
Techstar Systems LLC March 2000 - Present
SmartSolutions Enterprises LLC May 2011 - August 2012
TCBA January 2011 - April 2011
FDIC/Huron Consulting Group September 2009 - January 2010
Huron Consulting Group 2009 - 2010
DB 2000 - 2005
Lehman Brothers 1992 - 1995
Skills
Banking, Risk Management, Human Resources, Asset Managment, Loans, Financial Analysis, Business, Structured Finance, Data Analysis, Portfolio Management, Contract Negotiation, Business Analysis, Investments, Asset Management, Auditing, Financial Reporting, Strategy, Financial Services, Accounting, Analysis, Finance, Management, Leadership, Business Development, Valuation, Change Management, Strategic Planning, Project Management, Mortgage Lending, Internal Audit, Fixed Income, Executive Management, Financial Modeling, Securities, Due Diligence, Business Intelligence, Mergers & Acquisitions, Management Consulting, Business Strategy, Credit, Financial Risk
Education
Pace University - Lubin School of Business 1981 — 1986
ba, business
LIU Brooklyn
STRATEGIC ADVANTAGE INC. August 2012 - Present
Realestate Investments January 2001 - Present
Techstar Systems LLC March 2000 - Present
SmartSolutions Enterprises LLC May 2011 - August 2012
TCBA January 2011 - April 2011
FDIC/Huron Consulting Group September 2009 - January 2010
Huron Consulting Group 2009 - 2010
DB 2000 - 2005
Lehman Brothers 1992 - 1995
Skills
Banking, Risk Management, Human Resources, Asset Managment, Loans, Financial Analysis, Business, Structured Finance, Data Analysis, Portfolio Management, Contract Negotiation, Business Analysis, Investments, Asset Management, Auditing, Financial Reporting, Strategy, Financial Services, Accounting, Analysis, Finance, Management, Leadership, Business Development, Valuation, Change Management, Strategic Planning, Project Management, Mortgage Lending, Internal Audit, Fixed Income, Executive Management, Financial Modeling, Securities, Due Diligence, Business Intelligence, Mergers & Acquisitions, Management Consulting, Business Strategy, Credit, Financial Risk
Education
Pace University - Lubin School of Business 1981 — 1986
ba, business
LIU Brooklyn
Vance Cassell Vance Cassell's Lehman Brothers Experience August 1997 - September 2008
Job Financial Services Sales
Industry Financial Services
Experience
Barclays September 2008 - June 2015
Lehman Brothers August 1997 - September 2008
Skills
Series 7, Series 24, Series 63, Series 3, Equities, Hedge Funds, Asset Management, Capital Markets, Investments, Alternative Investments, Asset Managment, Bloomberg, Corporate Finance, Derivatives, FINRA, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Securities, Portfolio Management, Trading, Valuation
Education
The University of Texas at Austin 1995 — 1997
MBA, Finance
Lehigh University 1986 — 1990
BA, Economics
Barclays September 2008 - June 2015
Lehman Brothers August 1997 - September 2008
Skills
Series 7, Series 24, Series 63, Series 3, Equities, Hedge Funds, Asset Management, Capital Markets, Investments, Alternative Investments, Asset Managment, Bloomberg, Corporate Finance, Derivatives, FINRA, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Securities, Portfolio Management, Trading, Valuation
Education
The University of Texas at Austin 1995 — 1997
MBA, Finance
Lehigh University 1986 — 1990
BA, Economics
Joshua Levine Joshua Levine's Lehman Brothers Experience May 2003 - September 2008
Job COO Equities Distribution at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank August 2013 - Present
Barclays Investment Bank September 2008 - July 2013
Lehman Brothers May 2003 - September 2008
Lehman Brothers May 2001 - May 2003
BNY Mellon September 1999 - May 2001
Education
Lehigh University 1998 — 1999
MBA, Finance
Lehigh University 1994 — 1998
BA, Economics
Barclays Investment Bank August 2013 - Present
Barclays Investment Bank September 2008 - July 2013
Lehman Brothers May 2003 - September 2008
Lehman Brothers May 2001 - May 2003
BNY Mellon September 1999 - May 2001
Education
Lehigh University 1998 — 1999
MBA, Finance
Lehigh University 1994 — 1998
BA, Economics
Howard Birns Howard Birns's Lehman Brothers Experience July 1997 - June 1998
Job Global Compliance Project Manager
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. May 2015 - Present
UBS September 2014 - March 2015
AIG Property Casualty November 2009 - May 2014
AIG June 1998 - November 2009
Lehman Brothers July 1997 - June 1998
UBS Global Asset Management November 1989 - March 1997
Chase Manhattan Corporation March 1982 - November 1989
Skills
Managerial Finance, Finance, Financial Analysis, Asset Managment, Strategic Financial..., Financial Risk, Risk Management, Due Diligence, Financial Modeling, Financial Reporting, Asset Management, Financial Services, Valuation, Forecasting, Insurance, Portfolio Management, Financial Planning, Underwriting, Budgets, Banking, Business Process...
Education
LIU Post 1979 — 1982
Master of Business Administration (M.B.A.), Finance
LIU Post 1975 — 1977
Bachelor's Degree, Accounting
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
JPMorgan Chase & Co. May 2015 - Present
UBS September 2014 - March 2015
AIG Property Casualty November 2009 - May 2014
AIG June 1998 - November 2009
Lehman Brothers July 1997 - June 1998
UBS Global Asset Management November 1989 - March 1997
Chase Manhattan Corporation March 1982 - November 1989
Skills
Managerial Finance, Finance, Financial Analysis, Asset Managment, Strategic Financial..., Financial Risk, Risk Management, Due Diligence, Financial Modeling, Financial Reporting, Asset Management, Financial Services, Valuation, Forecasting, Insurance, Portfolio Management, Financial Planning, Underwriting, Budgets, Banking, Business Process...
Education
LIU Post 1979 — 1982
Master of Business Administration (M.B.A.), Finance
LIU Post 1975 — 1977
Bachelor's Degree, Accounting
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
State University of New York College at Plattsburgh
Kimone Cooper's Lehman Brothers Experience January 1999 - September 2001
Job Assistant Principal at Manatee County Schools
Industry Education Management
Experience
Manatee County Schools October 2010 - Present
Fih.Ki.Nex Wedding Planning and Events January 2000 - Present
HCPS June 2005 - October 2010
Southwest Florida College April 2004 - July 2005
Ford Motor Credit Company September 2002 - April 2004
Lehman Brothers January 1999 - September 2001
The Depository Trust & Clearing Corporation August 1997 - January 1999
Skills
Public Speaking, Staff Development, Program Development, Curriculum Design, Educational Leadership, Educational Technology, Teacher Training, Classroom Management, Teaching, K-12, Event Planning, Coaching, Instructional Design, Fundraising, Curriculum Development
Education
National Louis University 2006 — 2008
Ed.S, Curriculum administration and Supervision, Ed Leadership
Oakdale College 1999 — 2000
MBA, Management/Finance
Long Island University, Southampton Campus 1993 — 1997
ba, law
Manatee County Schools October 2010 - Present
Fih.Ki.Nex Wedding Planning and Events January 2000 - Present
HCPS June 2005 - October 2010
Southwest Florida College April 2004 - July 2005
Ford Motor Credit Company September 2002 - April 2004
Lehman Brothers January 1999 - September 2001
The Depository Trust & Clearing Corporation August 1997 - January 1999
Skills
Public Speaking, Staff Development, Program Development, Curriculum Design, Educational Leadership, Educational Technology, Teacher Training, Classroom Management, Teaching, K-12, Event Planning, Coaching, Instructional Design, Fundraising, Curriculum Development
Education
National Louis University 2006 — 2008
Ed.S, Curriculum administration and Supervision, Ed Leadership
Oakdale College 1999 — 2000
MBA, Management/Finance
Long Island University, Southampton Campus 1993 — 1997
ba, law
Alex Cena Alex Cena's Lehman Brothers Experience October 1992 - April 1996
Job Experienced SellSide Equity Research Analyst Covering Investments Internationally For Institutional Investors
Industry Financial Services
Experience
Cairn Ridge Holdings, LLC July 2003 - Present
Salomon Smith Barney August 1998 - July 2001
Bear, Stearns & Co. Inc. April 1996 - August 1998
Lehman Brothers October 1992 - April 1996
RBC Dain Rauscher May 1991 - October 1992
Dain Bosworth 1991 - 1992
William K. Woodruff & Company, Inc. June 1985 - May 1991
Skills
Equity Research, Investment Banking, Financial Analysis, Equities, Private Equity, IPO, Start-ups, Investments, Investment Research, Mergers & Acquisitions, Hedge Funds, Valuation, Investor Relations, Venture Capital, Strategy, Finance, Analysis, Small Business, New Business Development, Strategic Planning, Entrepreneurship, Portfolio Management, Management Consulting, Corporate Development, Financial Services, Workflow Management, Networking, Valuation Analysis, Corporate Positioning, Market Research, Business Strategy, Management, Leadership, Financial Modeling
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Executive MBA Program
Loyola University Chicago 1983 — 1985
BBA, Finance
University of Iowa 1981 — 1983
Computer Engineering
Cairn Ridge Holdings, LLC July 2003 - Present
Salomon Smith Barney August 1998 - July 2001
Bear, Stearns & Co. Inc. April 1996 - August 1998
Lehman Brothers October 1992 - April 1996
RBC Dain Rauscher May 1991 - October 1992
Dain Bosworth 1991 - 1992
William K. Woodruff & Company, Inc. June 1985 - May 1991
Skills
Equity Research, Investment Banking, Financial Analysis, Equities, Private Equity, IPO, Start-ups, Investments, Investment Research, Mergers & Acquisitions, Hedge Funds, Valuation, Investor Relations, Venture Capital, Strategy, Finance, Analysis, Small Business, New Business Development, Strategic Planning, Entrepreneurship, Portfolio Management, Management Consulting, Corporate Development, Financial Services, Workflow Management, Networking, Valuation Analysis, Corporate Positioning, Market Research, Business Strategy, Management, Leadership, Financial Modeling
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Executive MBA Program
Loyola University Chicago 1983 — 1985
BBA, Finance
University of Iowa 1981 — 1983
Computer Engineering
Anne-Marie Scali's Lehman Brothers Experience June 2006 - August 2008
Job Digital Content Director at Cottages & Gardens
Industry Online Media
Experience
Cottages and Gardens Publications January 2014 - Present
Conde Nast January 2012 - January 2014
Bedford Magazine, Ridgefield Magazine, Fairfield Magazine, Litchfield Magazine, Wilton Magazine October 2010 - January 2012
Priceline.com July 2010 - December 2010
Freelance January 2009 - December 2010
Lehman Brothers June 2006 - August 2008
Loyola University Maryland June 2001 - December 2004
Connecticut Magazine June 2000 - June 2001
Skills
Editorial, Magazines, Blogging, Content Strategy, Fashion Writing, Digital Media, Web Content, Journalism, Publishing, Copywriting, Feature Articles, Copy Editing, Editing, Social Media, Facebook, Online Publishing, Content Management, Content Development, Web Content Management, WordPress, CMS, SEO copywriting, Travel Writing, SEO, Web Editing, Adobe Creative Suite, Blogger, Digital Marketing, Newsletters, Social Media Marketing, Photoshop, Social Networking, Publications
Education
Loyola University Maryland 2002 — 2004
Master's degree
Loyola University Maryland 1996 — 2000
Bachelor of Arts, Fine Arts
Cottages and Gardens Publications January 2014 - Present
Conde Nast January 2012 - January 2014
Bedford Magazine, Ridgefield Magazine, Fairfield Magazine, Litchfield Magazine, Wilton Magazine October 2010 - January 2012
Priceline.com July 2010 - December 2010
Freelance January 2009 - December 2010
Lehman Brothers June 2006 - August 2008
Loyola University Maryland June 2001 - December 2004
Connecticut Magazine June 2000 - June 2001
Skills
Editorial, Magazines, Blogging, Content Strategy, Fashion Writing, Digital Media, Web Content, Journalism, Publishing, Copywriting, Feature Articles, Copy Editing, Editing, Social Media, Facebook, Online Publishing, Content Management, Content Development, Web Content Management, WordPress, CMS, SEO copywriting, Travel Writing, SEO, Web Editing, Adobe Creative Suite, Blogger, Digital Marketing, Newsletters, Social Media Marketing, Photoshop, Social Networking, Publications
Education
Loyola University Maryland 2002 — 2004
Master's degree
Loyola University Maryland 1996 — 2000
Bachelor of Arts, Fine Arts
Jeff Lombardi Jeff Lombardi's Lehman Brothers Experience June 1986 - September 1989
Job Investment Management
Industry Investment Management
Experience
Itau USA Asset Management December 2014 - Present
Martin Currie June 2010 - January 2012
Citi April 2002 - May 2010
NextGen Capital February 2001 - April 2002
Deutsche Bank September 1998 - February 2001
Lehman Brothers June 1986 - September 1989
Skills
Asset Management, Portfolio Management, Wealth Management, Client Services, Product Management, Model Portfolios, Global Business..., Global Strategy, Sales Management, Private Banking, Institutional Clients, Channel Marketing, Global Branding, Product Strategy, Sales Process, Key Account Development, Multi-location..., Fund Of Funds, Alternative Investments, Investment Advisory, Fiduciary Liability, Asset Managment, Equities, Institutional..., Hedge Funds, Financial Services, Investments, Asset Allocation, Investment Management, Capital Markets, Private Equity, ETFs, Multi-channel Marketing, Bonds, Banking, Wealth Management..., Fiduciary, Mutual Funds, Strategy, Fixed Income, Investment Strategies, Securities, Equity Research, Financial Markets, Bloomberg, Derivatives, Series 7, Investor Relations, Structured Products, FX Options
Education
Loyola College in Maryland
BS, Marketing
Assumption University in Thailand
Northeastern University
Itau USA Asset Management December 2014 - Present
Martin Currie June 2010 - January 2012
Citi April 2002 - May 2010
NextGen Capital February 2001 - April 2002
Deutsche Bank September 1998 - February 2001
Lehman Brothers June 1986 - September 1989
Skills
Asset Management, Portfolio Management, Wealth Management, Client Services, Product Management, Model Portfolios, Global Business..., Global Strategy, Sales Management, Private Banking, Institutional Clients, Channel Marketing, Global Branding, Product Strategy, Sales Process, Key Account Development, Multi-location..., Fund Of Funds, Alternative Investments, Investment Advisory, Fiduciary Liability, Asset Managment, Equities, Institutional..., Hedge Funds, Financial Services, Investments, Asset Allocation, Investment Management, Capital Markets, Private Equity, ETFs, Multi-channel Marketing, Bonds, Banking, Wealth Management..., Fiduciary, Mutual Funds, Strategy, Fixed Income, Investment Strategies, Securities, Equity Research, Financial Markets, Bloomberg, Derivatives, Series 7, Investor Relations, Structured Products, FX Options
Education
Loyola College in Maryland
BS, Marketing
Assumption University in Thailand
Northeastern University
Joseph (Joe) Dickinson Joseph (Joe) Dickinson's Lehman Brothers Experience March 1997 - September 2008
Job Vice President Syndicate Operations Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Barclays September 2008 - April 2014
Lehman Brothers March 1997 - September 2008
Skills
Risk Management, Banking, Financial Modeling, Financial Analysis, Corporate Finance, Fixed Income, Bloomberg, Equities, Derivative Operations, Securities, Middle Office, Process Improvement, Derivatives, Prime Brokerage, Hedge Funds, Settlement, Capital Markets, Investment Banking, Trading, FX Options, Back Office, Operational Risk, Swaps, Options, Credit Derivatives, Financial Services, Rates
Education
Long Island University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Wells Fargo April 2014 - Present
Barclays September 2008 - April 2014
Lehman Brothers March 1997 - September 2008
Skills
Risk Management, Banking, Financial Modeling, Financial Analysis, Corporate Finance, Fixed Income, Bloomberg, Equities, Derivative Operations, Securities, Middle Office, Process Improvement, Derivatives, Prime Brokerage, Hedge Funds, Settlement, Capital Markets, Investment Banking, Trading, FX Options, Back Office, Operational Risk, Swaps, Options, Credit Derivatives, Financial Services, Rates
Education
Long Island University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Tore Tellefsen Tore Tellefsen's Lehman Brothers Experience 1996 - 1997
Job Director, Video Advertising
Industry Online Media
Experience
Microsoft August 2008 - Present
Navic Networks 2002 - 2008
Go-Active, Inc 2000 - 2001
Next Wave Enterprises 1997 - 2000
Lehman Brothers 1996 - 1997
Price Waterhouse 1994 - 1996
Skills
Product Management, Strategic Partnerships, Analytics, Mobile Devices, Business Development, Start-ups, Strategy, SEO, Digital Media, Management, Product Marketing, Digital Marketing, Digital Strategy, Mobile Applications, Telecommunications, Marketing Strategy, SaaS, Integration, Online Marketing, E-commerce, Marketing, IPTV, Coding Experience, Advertising, Online Advertising, Interactive TV
Education
Lehigh University
BS, Computer Engineering
Lehigh University
BA, Economics
Menlo School
Microsoft August 2008 - Present
Navic Networks 2002 - 2008
Go-Active, Inc 2000 - 2001
Next Wave Enterprises 1997 - 2000
Lehman Brothers 1996 - 1997
Price Waterhouse 1994 - 1996
Skills
Product Management, Strategic Partnerships, Analytics, Mobile Devices, Business Development, Start-ups, Strategy, SEO, Digital Media, Management, Product Marketing, Digital Marketing, Digital Strategy, Mobile Applications, Telecommunications, Marketing Strategy, SaaS, Integration, Online Marketing, E-commerce, Marketing, IPTV, Coding Experience, Advertising, Online Advertising, Interactive TV
Education
Lehigh University
BS, Computer Engineering
Lehigh University
BA, Economics
Menlo School
Nicole Gavrel Kotz, PHR Nicole Gavrel Kotz, PHR's Lehman Brothers Experience July 2004 - July 2008
Job at Barclays
Industry Financial Services
Experience
Barclays Investment Bank December 2009 - Present
Lehman Brothers July 2004 - July 2008
AON September 2002 - July 2004
Credit Suisse July 1992 - December 2001
Skills
Talent Acquisition, Talent Management, Deferred Compensation, Onboarding, Program Management, Employee Benefits, Personnel Management, Benefits Administration, HR Consulting, HR Policies, Business Development, Management Consulting, Payroll, Human Resources, Employment Law, Recruiting, Employee Relations, Management, Performance Management, Team Building, New Hire Orientations, Team Leadership, Vendor Management, Employee Engagement, Sourcing, Interviews, FMLA, Applicant Tracking..., HRIS, Technical Recruiting, Leadership, Strategy, Executive Search, PeopleSoft, Succession Planning, Screening Resumes, Career Development, Organizational..., College Recruiting
Education
Loyola University Chicago
BA, Organizational Communication, Human Resources
Barclays Investment Bank December 2009 - Present
Lehman Brothers July 2004 - July 2008
AON September 2002 - July 2004
Credit Suisse July 1992 - December 2001
Skills
Talent Acquisition, Talent Management, Deferred Compensation, Onboarding, Program Management, Employee Benefits, Personnel Management, Benefits Administration, HR Consulting, HR Policies, Business Development, Management Consulting, Payroll, Human Resources, Employment Law, Recruiting, Employee Relations, Management, Performance Management, Team Building, New Hire Orientations, Team Leadership, Vendor Management, Employee Engagement, Sourcing, Interviews, FMLA, Applicant Tracking..., HRIS, Technical Recruiting, Leadership, Strategy, Executive Search, PeopleSoft, Succession Planning, Screening Resumes, Career Development, Organizational..., College Recruiting
Education
Loyola University Chicago
BA, Organizational Communication, Human Resources
Nicole Pelengaris Patel's Lehman Brothers Experience October 2003 - September 2008
Job Vice President, People at Lucid
Industry Human Resources
Experience
Lucid, LLC May 2014 - Present
Kingsley House September 2012 - May 2014
Neuberger Berman 2002 - August 2011
Lehman Brothers October 2003 - September 2008
Citi July 2000 - April 2002
Baker Hughes May 1999 - June 2000
Skills
Onboarding, Deferred Compensation, Talent Management, Employee Relations, HRIS, Succession Planning, Employee Engagement, Performance Management, Talent Acquisition, Employee Benefits, Recruiting, Human Resources, Workforce Planning, Organizational..., PeopleSoft, Compensation Structure..., Mergers, Executive Pay, Applicant Tracking..., Change Management, Organizational Design, Benefits Design, SAP HR, Mergers & Acquisitions
Education
Louisiana State University and Agricultural and Mechanical College 1995 — 1999
BS, Human Resources Management
MSMS 1993 — 1995
Diploma
Lucid, LLC May 2014 - Present
Kingsley House September 2012 - May 2014
Neuberger Berman 2002 - August 2011
Lehman Brothers October 2003 - September 2008
Citi July 2000 - April 2002
Baker Hughes May 1999 - June 2000
Skills
Onboarding, Deferred Compensation, Talent Management, Employee Relations, HRIS, Succession Planning, Employee Engagement, Performance Management, Talent Acquisition, Employee Benefits, Recruiting, Human Resources, Workforce Planning, Organizational..., PeopleSoft, Compensation Structure..., Mergers, Executive Pay, Applicant Tracking..., Change Management, Organizational Design, Benefits Design, SAP HR, Mergers & Acquisitions
Education
Louisiana State University and Agricultural and Mechanical College 1995 — 1999
BS, Human Resources Management
MSMS 1993 — 1995
Diploma
Melissa Kurstin Melissa Kurstin's Lehman Brothers Experience August 2003 - March 2008
Job Director, Strategic Accounts at Rocket Fuel Inc.
Industry Marketing and Advertising
Experience
Rocket Fuel Inc. September 2014 - Present
Rocket Fuel Inc. September 2012 - Present
CBS Local January 2012 - August 2012
AdoTube July 2008 - January 2012
Lehman Brothers August 2003 - March 2008
Skills
Digital Strategy, Digital Media, comScore, Media Buying, Mobile Advertising, Online Advertising, Interactive Marketing, Advertising, DoubleClick, Mobile Marketing, Media Planning, Integrated Marketing, Ad Networks, Behavioral Targeting, Advertising Sales, Rich Media
Education
Lehigh University 1999 — 2003
Finance
Rocket Fuel Inc. September 2014 - Present
Rocket Fuel Inc. September 2012 - Present
CBS Local January 2012 - August 2012
AdoTube July 2008 - January 2012
Lehman Brothers August 2003 - March 2008
Skills
Digital Strategy, Digital Media, comScore, Media Buying, Mobile Advertising, Online Advertising, Interactive Marketing, Advertising, DoubleClick, Mobile Marketing, Media Planning, Integrated Marketing, Ad Networks, Behavioral Targeting, Advertising Sales, Rich Media
Education
Lehigh University 1999 — 2003
Finance
Neal Quinter Neal Quinter's Lehman Brothers Experience 2007 - 2007
Job Field Trainer and Manager at The Assurance Group
Industry Financial Services
Experience
The Assurance Group, Archdale, North Carolina April 2015 - Present
Senior Life Insurance Company August 2013 - April 2015
Lincoln Heritage Life Insurance Company August 2010 - August 2013
AWG Financial 2008 - 2011
Lehman Brothers 2007 - 2007
Mortgage Lenders Network (MLN) 2006 - 2007
FMF Capital 2004 - 2006
Saxon Mortgage 2001 - 2004
Long Beach Mortgage 1999 - 2001
Skills
Loans, Residential Mortgages, Refinance, FHA, USDA, Banking, Mortgage Banking, Cold Calling, Insurance, Loss Mitigation
Education
Lehigh University 1984 — 1988
B.S., Business and Economics
Boca Raton High School 1983 — 1984
college prep
The Assurance Group, Archdale, North Carolina April 2015 - Present
Senior Life Insurance Company August 2013 - April 2015
Lincoln Heritage Life Insurance Company August 2010 - August 2013
AWG Financial 2008 - 2011
Lehman Brothers 2007 - 2007
Mortgage Lenders Network (MLN) 2006 - 2007
FMF Capital 2004 - 2006
Saxon Mortgage 2001 - 2004
Long Beach Mortgage 1999 - 2001
Skills
Loans, Residential Mortgages, Refinance, FHA, USDA, Banking, Mortgage Banking, Cold Calling, Insurance, Loss Mitigation
Education
Lehigh University 1984 — 1988
B.S., Business and Economics
Boca Raton High School 1983 — 1984
college prep
Larry Simons Larry Simons's Lehman Brothers Experience May 1996 - March 2008
Job Managing Director at SS&C GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp Financial Services June 2008 - Present
Lehman Brothers May 1996 - March 2008
ING August 1995 - May 1996
Lehman Brothers January 1994 - August 1995
Internet Systems December 1990 - December 1993
Management Technology, Inc. September 1989 - December 1990
Union Bank of Switzerland June 1985 - September 1989
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Equities, Project Management, Collateral Management, Website Development
Education
New York University 1987 — 1991
Business Administration - Masters level (non-degree)
University of Pennsylvania 1984 — 1986
M.A., Germanic Studies
Loyola University Maryland 1980 — 1984
B.A., German Language, Sciences
Ludwig-Maximilians Universität München 1982 — 1983
Germanic Studies
SS&C GlobeOp Financial Services June 2008 - Present
Lehman Brothers May 1996 - March 2008
ING August 1995 - May 1996
Lehman Brothers January 1994 - August 1995
Internet Systems December 1990 - December 1993
Management Technology, Inc. September 1989 - December 1990
Union Bank of Switzerland June 1985 - September 1989
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Equities, Project Management, Collateral Management, Website Development
Education
New York University 1987 — 1991
Business Administration - Masters level (non-degree)
University of Pennsylvania 1984 — 1986
M.A., Germanic Studies
Loyola University Maryland 1980 — 1984
B.A., German Language, Sciences
Ludwig-Maximilians Universität München 1982 — 1983
Germanic Studies
Sarah Spencer Sarah Spencer's Lehman Brothers Experience September 2000 - July 2005
Job Director, Strategic Analysis & Sourcing at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company September 2005 - Present
Lehman Brothers September 2000 - July 2005
Skills
Private Equity, Financial Modeling
Education
Lehigh University 1996 — 2000
Bachelor's Degree, Finance, General
The Riverside Company September 2005 - Present
Lehman Brothers September 2000 - July 2005
Skills
Private Equity, Financial Modeling
Education
Lehigh University 1996 — 2000
Bachelor's Degree, Finance, General
Nikolas Baptiste's Lehman Brothers Experience December 2003 - January 2004
Job Vice President, Fixed Income Derivative Solutions
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Technical Analysis Group, LLC June 2013 - Present
Morgan Stanley August 2008 - May 2013
Morgan Stanley August 2007 - August 2008
Morgan Stanley May 2006 - August 2006
KDC Solar May 2005 - August 2005
Lehman Brothers December 2003 - January 2004
Skills
Capital Markets, Interest Rate..., Fixed Income, Hedge Funds, Investment Banking, Foreign Exchange, Bloomberg, Equities, Derivatives, Options, Trading, Valuation, Bonds, Alternative Investments, Structured Products, Financial Modeling, Private Equity, Cross-border..., Macro Analysis
Education
Lehigh University 2004 — 2007
Bachelor of Science (BS), Industrial Engineering
Lehigh University 2004 — 2007
Bachelor of Science (BS), Finance
ACS Cobham International School, United Kingdom 2000 — 2003
Morgan Stanley March 2015 - Present
Technical Analysis Group, LLC June 2013 - Present
Morgan Stanley August 2008 - May 2013
Morgan Stanley August 2007 - August 2008
Morgan Stanley May 2006 - August 2006
KDC Solar May 2005 - August 2005
Lehman Brothers December 2003 - January 2004
Skills
Capital Markets, Interest Rate..., Fixed Income, Hedge Funds, Investment Banking, Foreign Exchange, Bloomberg, Equities, Derivatives, Options, Trading, Valuation, Bonds, Alternative Investments, Structured Products, Financial Modeling, Private Equity, Cross-border..., Macro Analysis
Education
Lehigh University 2004 — 2007
Bachelor of Science (BS), Industrial Engineering
Lehigh University 2004 — 2007
Bachelor of Science (BS), Finance
ACS Cobham International School, United Kingdom 2000 — 2003
Joshua Hager Joshua Hager's Lehman Brothers Experience April 2007 - February 2008
Job Jr. Private Mortgage Banker at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage March 2015 - Present
Wells Fargo Home Mortgage May 2013 - March 2015
New Penn Financial, LLC September 2012 - March 2013
Accenture March 2012 - September 2012
Re/Max 2000 October 2011 - March 2012
Indecomm Global Serices October 2011 - March 2012
Bank of America Home Loans May 2010 - April 2011
Eastern Funding, LLC August 2008 - May 2010
Lehman Brothers April 2007 - February 2008
Countrywide Home Loans November 2003 - April 2007
Skills
Credit, Loans, Banking, Mortgage Lending, Credit Analysis, Financial Risk, Finance, Management, Mortgage Underwriting, Commercial Banking, Fraud, Underwriting, Due Diligence, Leadership, Mortgage Banking, Credit Risk, Residential Mortgages, Financial Analysis, Portfolio Management, Auditing, Investments, Budgets, Internal Audit, Business Development, Investment Properties, Data Mining, Loan Research, Reporting, Documentation, Regulatory Compliance, Workflow Development, Mortgage Requirements, Real Estate Lending, Financials, Asset Analysis, Staff Training, Problem Analysis, Decision Making, Solution-oriented, Complex Loan Scenarios, Lending Philosophies, Investor Guidelines, Ability-to-Repay..., Comprehensive Analysis, Audit Findings, Corrective Actions
Education
Metropolitan College of New York 2009 — 2009
3.78, Business
Louisiana State University 1998 — 2000
Fairland High School 1988 — 1997
Diploma
Wells Fargo Home Mortgage March 2015 - Present
Wells Fargo Home Mortgage May 2013 - March 2015
New Penn Financial, LLC September 2012 - March 2013
Accenture March 2012 - September 2012
Re/Max 2000 October 2011 - March 2012
Indecomm Global Serices October 2011 - March 2012
Bank of America Home Loans May 2010 - April 2011
Eastern Funding, LLC August 2008 - May 2010
Lehman Brothers April 2007 - February 2008
Countrywide Home Loans November 2003 - April 2007
Skills
Credit, Loans, Banking, Mortgage Lending, Credit Analysis, Financial Risk, Finance, Management, Mortgage Underwriting, Commercial Banking, Fraud, Underwriting, Due Diligence, Leadership, Mortgage Banking, Credit Risk, Residential Mortgages, Financial Analysis, Portfolio Management, Auditing, Investments, Budgets, Internal Audit, Business Development, Investment Properties, Data Mining, Loan Research, Reporting, Documentation, Regulatory Compliance, Workflow Development, Mortgage Requirements, Real Estate Lending, Financials, Asset Analysis, Staff Training, Problem Analysis, Decision Making, Solution-oriented, Complex Loan Scenarios, Lending Philosophies, Investor Guidelines, Ability-to-Repay..., Comprehensive Analysis, Audit Findings, Corrective Actions
Education
Metropolitan College of New York 2009 — 2009
3.78, Business
Louisiana State University 1998 — 2000
Fairland High School 1988 — 1997
Diploma
Matthew Rose Matthew Rose's Lehman Brothers Experience August 1999 - December 2004
Job Records Manager at Baker & Hostetler LLP
Industry Information Services
Experience
Baker & Hostetler LLP September 2011 - Present
Kirkland & Ellis LLP March 2010 - March 2011
World Education Services October 2009 - February 2010
Heller Erhman LLP February 2009 - October 2009
Ernst & Young October 2006 - January 2009
Bank of New York January 2005 - September 2006
Lehman Brothers August 1999 - December 2004
Weil Gotshal and Manges October 1995 - August 1999
Nixon Peabody May 1993 - October 1995
Goldman Sachs March 1992 - May 1993
Skills
Records Management, Document Management, Management, Access, Administration, Analysis, Archives, Budgets, Business Analysis, Cataloging, Databases, Digital Preservation, Disaster Recovery, Document Imaging, Document Review, EDRMS, Enterprise Content..., Governance, Human Resources, Information Management, Government, Knowledge Management, Intellectual Property, Legal Assistance, Legal Writing, Legal Research, Library, Library Management, Library Science, Litigation, Metadata, Litigation Support, Outlook, Online Research, Microsoft Office, Privacy Law, Policy, Performance Management, Project Management, Program Management, Process Improvement, Research, Records, SharePoint, SDLC, Risk Management, Westlaw, Taxonomy, Software Documentation, Windows
Education
Pratt Institute 1992 — 1994
Master's degree, Library and Information Science
Pratt Institute 1992 — 1994
MLS, Computer Information & Library Science
Long Island University 1988 — 1990
BA, Communications and Media Arts
Medgar Evers Community College 1984 — 1986
AA, Liberal Arts, Humanities
Baker & Hostetler LLP September 2011 - Present
Kirkland & Ellis LLP March 2010 - March 2011
World Education Services October 2009 - February 2010
Heller Erhman LLP February 2009 - October 2009
Ernst & Young October 2006 - January 2009
Bank of New York January 2005 - September 2006
Lehman Brothers August 1999 - December 2004
Weil Gotshal and Manges October 1995 - August 1999
Nixon Peabody May 1993 - October 1995
Goldman Sachs March 1992 - May 1993
Skills
Records Management, Document Management, Management, Access, Administration, Analysis, Archives, Budgets, Business Analysis, Cataloging, Databases, Digital Preservation, Disaster Recovery, Document Imaging, Document Review, EDRMS, Enterprise Content..., Governance, Human Resources, Information Management, Government, Knowledge Management, Intellectual Property, Legal Assistance, Legal Writing, Legal Research, Library, Library Management, Library Science, Litigation, Metadata, Litigation Support, Outlook, Online Research, Microsoft Office, Privacy Law, Policy, Performance Management, Project Management, Program Management, Process Improvement, Research, Records, SharePoint, SDLC, Risk Management, Westlaw, Taxonomy, Software Documentation, Windows
Education
Pratt Institute 1992 — 1994
Master's degree, Library and Information Science
Pratt Institute 1992 — 1994
MLS, Computer Information & Library Science
Long Island University 1988 — 1990
BA, Communications and Media Arts
Medgar Evers Community College 1984 — 1986
AA, Liberal Arts, Humanities
Aimee Pagano Collin's Lehman Brothers Experience October 2006 - December 2008
Job Vice President Talent Acquisition 360i
Industry Staffing and Recruiting
Experience
360i May 2015 - Present
Publicis Healthcare Communications January 2009 - May 2015
Lehman Brothers October 2006 - December 2008
Goldman Sachs via PrO October 2003 - September 2006
Credit Suisse via Resource Solutions 1999 - 2003
Olsten Staffing Services 1995 - 1999
Skills
Strategic Leadership, Talent Acquisition, Performance Management, Employee Relations, Succession Planning, Employee Engagement, Change Management, Human Resources, Account Management, Program Management, Leadership, Sourcing, Temporary Placement, Management, Outsourcing, Screening, Temporary Staffing, PeopleSoft, Recruiting, Strategy, Integrated Marketing
Education
State University of New York at Stony Brook 1994 — 1996
M.S., Business/HR
Loyola College in Maryland 1990 — 1993
B.A., History
360i May 2015 - Present
Publicis Healthcare Communications January 2009 - May 2015
Lehman Brothers October 2006 - December 2008
Goldman Sachs via PrO October 2003 - September 2006
Credit Suisse via Resource Solutions 1999 - 2003
Olsten Staffing Services 1995 - 1999
Skills
Strategic Leadership, Talent Acquisition, Performance Management, Employee Relations, Succession Planning, Employee Engagement, Change Management, Human Resources, Account Management, Program Management, Leadership, Sourcing, Temporary Placement, Management, Outsourcing, Screening, Temporary Staffing, PeopleSoft, Recruiting, Strategy, Integrated Marketing
Education
State University of New York at Stony Brook 1994 — 1996
M.S., Business/HR
Loyola College in Maryland 1990 — 1993
B.A., History
Saryia Long's Lehman Brothers Experience July 2000 - August 2002
Job Assistant Vice President, Content Marketing at CIT
Industry Information Technology and Services
Experience
CIT September 2014 - Present
Verizon Enterprise Solutions February 2014 - September 2014
Ziff Davis Enterprise August 2011 - March 2012
Pearson Education March 2011 - July 2011
TM Forum May 2010 - November 2010
Thomson Reuters May 2006 - October 2009
New York State Society of CPA's November 2003 - May 2006
Lehman Brothers July 2000 - August 2002
Skills
Marketing, Copy Editing, Product Development, Copywriting, Product Marketing, Product Management, Event Management, Events Marketing, Social Media, Management, Project Management, Microsoft Office, Internal Communications, Marketing Communications, Marketing Strategy, Market Research, Social Media Marketing, Strategy, Digital Marketing, E-commerce
Education
LIU Brooklyn 2003 — 2008
Bachelor's degree, English Language and Literature/Letters
Long Island University, Brooklyn Campus 1998 — 2003
Bachelors of Arts, English Literature
CIT September 2014 - Present
Verizon Enterprise Solutions February 2014 - September 2014
Ziff Davis Enterprise August 2011 - March 2012
Pearson Education March 2011 - July 2011
TM Forum May 2010 - November 2010
Thomson Reuters May 2006 - October 2009
New York State Society of CPA's November 2003 - May 2006
Lehman Brothers July 2000 - August 2002
Skills
Marketing, Copy Editing, Product Development, Copywriting, Product Marketing, Product Management, Event Management, Events Marketing, Social Media, Management, Project Management, Microsoft Office, Internal Communications, Marketing Communications, Marketing Strategy, Market Research, Social Media Marketing, Strategy, Digital Marketing, E-commerce
Education
LIU Brooklyn 2003 — 2008
Bachelor's degree, English Language and Literature/Letters
Long Island University, Brooklyn Campus 1998 — 2003
Bachelors of Arts, English Literature
Scott Bordogna's Lehman Brothers Experience June 2007 - August 2007
Job Associate at GTIS Partners
Industry Real Estate
Experience
GTIS Partners August 2014 - Present
Synapse Capital January 2012 - July 2014
Lehman Brothers Holdings Inc. May 2008 - January 2012
Lehman Brothers June 2007 - August 2007
Roseland Property May 2007 - June 2007
Rockwood Real Estate Advisors June 2006 - August 2006
Skills
Real Estate, Financial Modeling, Workout Experience, Real Estate Lending, Asset Management, Restructuring, Real Estate Acquisitions, Finance, Financial Structuring, Disposition, Investment Properties, Portfolio Management, Equities, Valuation
Education
New York University 2009 — 2012
Masters of Science, Real Estate Finance and Investment
Lehigh University 2004 — 2008
Bachelors of Science, Finance
GTIS Partners August 2014 - Present
Synapse Capital January 2012 - July 2014
Lehman Brothers Holdings Inc. May 2008 - January 2012
Lehman Brothers June 2007 - August 2007
Roseland Property May 2007 - June 2007
Rockwood Real Estate Advisors June 2006 - August 2006
Skills
Real Estate, Financial Modeling, Workout Experience, Real Estate Lending, Asset Management, Restructuring, Real Estate Acquisitions, Finance, Financial Structuring, Disposition, Investment Properties, Portfolio Management, Equities, Valuation
Education
New York University 2009 — 2012
Masters of Science, Real Estate Finance and Investment
Lehigh University 2004 — 2008
Bachelors of Science, Finance
Paul Altomonte's Lehman Brothers Experience October 2003 - October 2008
Job
Industry Information Technology and Services
Experience
Credit Suisse July 2010 - Present
Univision January 2009 - July 2010
Lehman Brothers October 2003 - October 2008
Comedy Central May 2002 - June 2003
ProcurEase LLC May 2000 - April 2002
Discovery Communications, Inc 1995 - 2000
Morgan Stanley 1993 - 1995
USF&G 1990 - 1993
Skills
Derivatives, Fixed Income, Budget, Team Management, Business Analysis, Ad Sales, Media, Reference Data, Trading Systems, Project Management, IT Strategy, IT Management, Foreign Exchange, CRM, Requirements Analysis, FX Options, Advertising Sales, Budgets, Risk Management
Education
Loyola College in Maryland
MBA
Loyola College in Maryland
BBA
Credit Suisse July 2010 - Present
Univision January 2009 - July 2010
Lehman Brothers October 2003 - October 2008
Comedy Central May 2002 - June 2003
ProcurEase LLC May 2000 - April 2002
Discovery Communications, Inc 1995 - 2000
Morgan Stanley 1993 - 1995
USF&G 1990 - 1993
Skills
Derivatives, Fixed Income, Budget, Team Management, Business Analysis, Ad Sales, Media, Reference Data, Trading Systems, Project Management, IT Strategy, IT Management, Foreign Exchange, CRM, Requirements Analysis, FX Options, Advertising Sales, Budgets, Risk Management
Education
Loyola College in Maryland
MBA
Loyola College in Maryland
BBA
Sergey Lapin's Lehman Brothers Experience November 2006 - June 2008
Job
Industry Investment Banking
Experience
Goldman Sachs June 2008 - Present
Lehman Brothers November 2006 - June 2008
Caseta Technologies September 2000 - November 2006
Sea-Land Service Int. September 1996 - June 1999
Skills
Database Design, Object Oriented Design, Project Management, C++, Trading Systems, Software Development, Architecture, Electronic Trading, Low Latency
Education
Lomonosov Moscow State University (MSU) 1983 — 1989
MS, Physics
Lomonosov Moscow State University (MSU) 1983 — 1989
PhD, Mathematics and Physics
Goldman Sachs June 2008 - Present
Lehman Brothers November 2006 - June 2008
Caseta Technologies September 2000 - November 2006
Sea-Land Service Int. September 1996 - June 1999
Skills
Database Design, Object Oriented Design, Project Management, C++, Trading Systems, Software Development, Architecture, Electronic Trading, Low Latency
Education
Lomonosov Moscow State University (MSU) 1983 — 1989
MS, Physics
Lomonosov Moscow State University (MSU) 1983 — 1989
PhD, Mathematics and Physics
Pat Payton's Lehman Brothers Experience 2000 - 2005
Job Financial Services IT Manager Retired
Industry Financial Services
Experience
TD Securities August 2011 - April 2014
Barclays Capital December 2006 - May 2011
Citadel Investment Group 2005 - 2006
Lehman Brothers 2000 - 2005
Bankers Trust 1998 - 2000
Salomon Brothers 1991 - 1998
Skills
Fixed Income, Electronic Trading, Equities, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Trading Systems, Trading, Financial Markets, Risk Management, Options, Market Data, Equity Derivatives
Education
Lehigh University 1981 — 1985
BS Computer Engineering
TD Securities August 2011 - April 2014
Barclays Capital December 2006 - May 2011
Citadel Investment Group 2005 - 2006
Lehman Brothers 2000 - 2005
Bankers Trust 1998 - 2000
Salomon Brothers 1991 - 1998
Skills
Fixed Income, Electronic Trading, Equities, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Trading Systems, Trading, Financial Markets, Risk Management, Options, Market Data, Equity Derivatives
Education
Lehigh University 1981 — 1985
BS Computer Engineering
Susan Liu, CFA's Lehman Brothers Experience May 2007 - September 2008
Job Vice President at Aetos Capital
Industry Financial Services
Experience
Aetos Capital September 2008 - Present
Lehman Brothers May 2007 - September 2008
Skills
Hedge Funds, Credit Risk, Investments, Alternative Investments, Equities, Bloomberg
Education
Lehigh University - College of Business and Economics 2001 — 2005
B.S., Finance
Aetos Capital September 2008 - Present
Lehman Brothers May 2007 - September 2008
Skills
Hedge Funds, Credit Risk, Investments, Alternative Investments, Equities, Bloomberg
Education
Lehigh University - College of Business and Economics 2001 — 2005
B.S., Finance
Richard Boniface's Lehman Brothers Experience September 1995 - October 1998
Job Senior Systems Specialist Attractions Security & Infrastructure at The Walt Disney Company
Industry Information Technology and Services
Experience
The Walt Disney Company January 2015 - Present
The Walt Disney Company June 2011 - Present
Software Resources for The Walt Disney Company February 2010 - June 2011
Affiliated Computer Services for The Walt Disney Company July 2005 - January 2010
The Walt Disney Company October 2002 - July 2005
Software Resources & KForce for The Walt Disney Company October 1998 - October 2002
Lehman Brothers September 1995 - October 1998
IBM May 1993 - September 1995
Skills
Security, Network Security, Information Security, Firewalls, ITIL, Cisco Technologies, Networking, Disaster Recovery, Information Security..., Servers, Integration, SharePoint, Vulnerability Assessment, Software Documentation, Active Directory, IT Service Management, Troubleshooting, Windows Server, IT Operations, IT Management, Vendor Management, Business Continuity, System Administration, Penetration Testing, Microsoft Exchange, Microsoft SQL Server, SQL Server Management..., Visual Studio, Visual Basic
Education
American Technical Institute
Certified Electronics Technician
Los Angeles Valley College
Computer Science
Moorpark College
Computer Programming
The Walt Disney Company January 2015 - Present
The Walt Disney Company June 2011 - Present
Software Resources for The Walt Disney Company February 2010 - June 2011
Affiliated Computer Services for The Walt Disney Company July 2005 - January 2010
The Walt Disney Company October 2002 - July 2005
Software Resources & KForce for The Walt Disney Company October 1998 - October 2002
Lehman Brothers September 1995 - October 1998
IBM May 1993 - September 1995
Skills
Security, Network Security, Information Security, Firewalls, ITIL, Cisco Technologies, Networking, Disaster Recovery, Information Security..., Servers, Integration, SharePoint, Vulnerability Assessment, Software Documentation, Active Directory, IT Service Management, Troubleshooting, Windows Server, IT Operations, IT Management, Vendor Management, Business Continuity, System Administration, Penetration Testing, Microsoft Exchange, Microsoft SQL Server, SQL Server Management..., Visual Studio, Visual Basic
Education
American Technical Institute
Certified Electronics Technician
Los Angeles Valley College
Computer Science
Moorpark College
Computer Programming
Madina Nigmatulina - Bradshaw's Lehman Brothers Experience June 2006 - November 2008
Job Director, Technical Accounting Group at RBC Capital Markets
Industry Accounting
Experience
RBC Capital Markets February 2009 - Present
Lehman Brothers June 2006 - November 2008
Lehman Brothers 2006 - November 2008
KPMG 2001 - 2006
KPMG Peat Marwick September 1997 - August 2001
Education
Lomonosov Moscow State University (MSU) 1993 — 1997
BS, Economics
RBC Capital Markets February 2009 - Present
Lehman Brothers June 2006 - November 2008
Lehman Brothers 2006 - November 2008
KPMG 2001 - 2006
KPMG Peat Marwick September 1997 - August 2001
Education
Lomonosov Moscow State University (MSU) 1993 — 1997
BS, Economics
Elias Mensah-Dapaah's Lehman Brothers Experience November 2006 - September 2008
Job Business Analyst
Industry Investment Banking
Experience
UBS Investment Bank November 2013 - June 2014
Alrabha Limited September 2012 - October 2013
UBS Investment Bank March 2010 - April 2012
NACA February 2009 - November 2009
Lehman Brothers November 2006 - September 2008
Lehman Brothers June 2000 - October 2006
AMP Asset Management 1997 - 1999
Skills
Investment Banking, Equity Derivatives, Trading Systems, Capital Markets, Equities, Derivatives, Prime Brokerage, Securities Lending, Repo
Education
London Metropolitan University 1999 — 2003
UBS Investment Bank November 2013 - June 2014
Alrabha Limited September 2012 - October 2013
UBS Investment Bank March 2010 - April 2012
NACA February 2009 - November 2009
Lehman Brothers November 2006 - September 2008
Lehman Brothers June 2000 - October 2006
AMP Asset Management 1997 - 1999
Skills
Investment Banking, Equity Derivatives, Trading Systems, Capital Markets, Equities, Derivatives, Prime Brokerage, Securities Lending, Repo
Education
London Metropolitan University 1999 — 2003
Pragati Sinha's Lehman Brothers Experience September 2005 - September 2008
Job SVP OTC Clearing IT at Citi
Industry Financial Services
Experience
Citi August 2012 - Present
Citigroup March 2009 - August 2012
Lehman Brothers/Barclays Capital September 2008 - February 2009
Lehman Brothers September 2005 - September 2008
Lehman Brothers September 2001 - September 2005
Skills
Prime Brokerage, Financial Services, Product Management, Strategy, Credit Derivatives, Portfolio Management, Series 7, Series 63, Capital Markets, Management, Finance, Trading Systems, Fixed Income, Equities, Electronic Trading, Derivatives, Market Data, Hedge Funds, Investment Banking, Equity Derivatives, SDLC, Business Analysis, Middle Office, Software Project..., Program Management, Equity Trading, Financial Risk, Options
Education
Stevens Institute of Technology 2002 — 2005
MS, Technology Management
Lehigh University 1997 — 2001
BS, Computer Engineering
Citi August 2012 - Present
Citigroup March 2009 - August 2012
Lehman Brothers/Barclays Capital September 2008 - February 2009
Lehman Brothers September 2005 - September 2008
Lehman Brothers September 2001 - September 2005
Skills
Prime Brokerage, Financial Services, Product Management, Strategy, Credit Derivatives, Portfolio Management, Series 7, Series 63, Capital Markets, Management, Finance, Trading Systems, Fixed Income, Equities, Electronic Trading, Derivatives, Market Data, Hedge Funds, Investment Banking, Equity Derivatives, SDLC, Business Analysis, Middle Office, Software Project..., Program Management, Equity Trading, Financial Risk, Options
Education
Stevens Institute of Technology 2002 — 2005
MS, Technology Management
Lehigh University 1997 — 2001
BS, Computer Engineering
Christopher Ossowski's Lehman Brothers Experience January 2008 - October 2008
Job Strategy & Business Development at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited November 2013 - Present
Credit Suisse November 2008 - October 2013
Lehman Brothers January 2008 - October 2008
U.S. Department of State September 2005 - December 2005
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
M.Sc., European Political Economy
Lomonosov Moscow State University (MSU) 2006 — 2006
Georgetown University - School of Foreign Service 2003 — 2005
B.Sc., International Political Economy
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited November 2013 - Present
Credit Suisse November 2008 - October 2013
Lehman Brothers January 2008 - October 2008
U.S. Department of State September 2005 - December 2005
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
M.Sc., European Political Economy
Lomonosov Moscow State University (MSU) 2006 — 2006
Georgetown University - School of Foreign Service 2003 — 2005
B.Sc., International Political Economy
Misha Shefter's Lehman Brothers Experience August 2004 - October 2008
Job Quant Researcher
Industry Financial Services
Experience
Barclays July 2015 - Present
KCG Holdings, Inc. February 2013 - July 2015
Citadel LLC October 2008 - November 2012
Lehman Brothers August 2004 - October 2008
New York University, Courant Institute September 1997 - May 2000
Skills
Quantitative Finance, Derivatives, Fixed Income, Credit Derivatives, Hedge Funds, MBS, Quantitative Investing, Monte Carlo Simulation, Financial Modeling
Education
Massachusetts Institute of Technology 1992 — 1997
Ph.D., Applied Math
Lomonosov Moscow State University (MSU) 1987 — 1992
MS equivalent, Diploma with Highest Honors, Applied Mathematics and Mechanics, GPA 5.0/5.0
Moscow High School No 91 1984 — 1987
High School Diploma
Barclays July 2015 - Present
KCG Holdings, Inc. February 2013 - July 2015
Citadel LLC October 2008 - November 2012
Lehman Brothers August 2004 - October 2008
New York University, Courant Institute September 1997 - May 2000
Skills
Quantitative Finance, Derivatives, Fixed Income, Credit Derivatives, Hedge Funds, MBS, Quantitative Investing, Monte Carlo Simulation, Financial Modeling
Education
Massachusetts Institute of Technology 1992 — 1997
Ph.D., Applied Math
Lomonosov Moscow State University (MSU) 1987 — 1992
MS equivalent, Diploma with Highest Honors, Applied Mathematics and Mechanics, GPA 5.0/5.0
Moscow High School No 91 1984 — 1987
High School Diploma
Kevin McGee's Lehman Brothers Experience April 2002 - March 2004
Job Kevin McGee is an experienced Chief Risk Officer currently at HCL Technologies
Industry Financial Services
Experience
HCL Technologies September 2014 - Present
CIT July 2013 - August 2014
CIT July 2011 - July 2013
Freddie Mac January 2009 - July 2011
Lehman Brothers Commercial Bank March 2004 - December 2008
Lehman Brothers April 2002 - March 2004
Goldman Sachs & Co. January 2001 - February 2002
Ernst & Young May 2000 - December 2000
Credit Suisse First Boston November 1997 - April 2000
AT&T May 1996 - November 1997
Skills
Risk Management, Privacy, Threat & Vulnerability..., Governance, Secure Technology, Strategic / Tactical..., Regulatory Compliance, Disaster Recovery, Identity & Access..., Program/Project..., Vendor Management, KPI / Metrics..., Organzation & Staff..., Privacy Law, Information Security..., Information Security, IT Risk Management, IT Strategy, Project Portfolio..., PMO, IT Audit, IAM, CISSP, Vulnerability Management, Security Audits, Program Management, ISO 27001, Security, Business Continuity, SDLC
Education
Loyalist College 1990 — 1994
Computer Science, Computer, Business
HCL Technologies September 2014 - Present
CIT July 2013 - August 2014
CIT July 2011 - July 2013
Freddie Mac January 2009 - July 2011
Lehman Brothers Commercial Bank March 2004 - December 2008
Lehman Brothers April 2002 - March 2004
Goldman Sachs & Co. January 2001 - February 2002
Ernst & Young May 2000 - December 2000
Credit Suisse First Boston November 1997 - April 2000
AT&T May 1996 - November 1997
Skills
Risk Management, Privacy, Threat & Vulnerability..., Governance, Secure Technology, Strategic / Tactical..., Regulatory Compliance, Disaster Recovery, Identity & Access..., Program/Project..., Vendor Management, KPI / Metrics..., Organzation & Staff..., Privacy Law, Information Security..., Information Security, IT Risk Management, IT Strategy, Project Portfolio..., PMO, IT Audit, IAM, CISSP, Vulnerability Management, Security Audits, Program Management, ISO 27001, Security, Business Continuity, SDLC
Education
Loyalist College 1990 — 1994
Computer Science, Computer, Business
Kris Demirjian's Lehman Brothers Experience 2004 - 2004
Job Attorney at Sands & Associates
Industry Law Practice
Experience
Sands & Associates August 2008 - Present
Hudson Legal September 2008 - October 2008
Courteau & Associates February 2008 - August 2008
Beverly Hills Law Associates 2003 - 2007
Armenian National Committee of America- Western Region August 2003 - May 2004
Lehman Brothers 2004 - 2004
U. S. House of Representatives - Committee on Transportation 2001 - 2003
Skills
Commercial Litigation, Litigation, Appeals, Trials, Personal Injury, Employment Law, Legal Writing, Legal Assistance, Document Review, Depositions, Corporate Law, Torts, Intellectual Property, Courts, Business Litigation, Westlaw, Criminal Law, Hearings, Legal Research, Copyright Law, International Law, Mediation, Product Liability, Lexis, Civil Litigation, Arbitration, Bankruptcy, Trial Practice, Criminal Defense
Education
Loyola Law School, Loyola Marymount University 2003 — 2007
J.D.
University of California, Los Angeles 1999 — 2001
B.A., Political Science
University of California, Riverside 1997 — 1999
Political Science
Sands & Associates August 2008 - Present
Hudson Legal September 2008 - October 2008
Courteau & Associates February 2008 - August 2008
Beverly Hills Law Associates 2003 - 2007
Armenian National Committee of America- Western Region August 2003 - May 2004
Lehman Brothers 2004 - 2004
U. S. House of Representatives - Committee on Transportation 2001 - 2003
Skills
Commercial Litigation, Litigation, Appeals, Trials, Personal Injury, Employment Law, Legal Writing, Legal Assistance, Document Review, Depositions, Corporate Law, Torts, Intellectual Property, Courts, Business Litigation, Westlaw, Criminal Law, Hearings, Legal Research, Copyright Law, International Law, Mediation, Product Liability, Lexis, Civil Litigation, Arbitration, Bankruptcy, Trial Practice, Criminal Defense
Education
Loyola Law School, Loyola Marymount University 2003 — 2007
J.D.
University of California, Los Angeles 1999 — 2001
B.A., Political Science
University of California, Riverside 1997 — 1999
Political Science
Marc C. Angelos's Lehman Brothers Experience 2007 - June 2010
Job Electronic SalesTrading Director,Societe Generale
Industry Financial Services
Experience
Société Générale 2012 - 2015
Société Générale 2012 - 2015
UBS Investment Bank May 2010 - October 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers 2007 - June 2010
Morgan Stanley 2004 - 2007
Instinet Corporation 1997 - 2004
Skills
Electronic Trading, Equities, Options, Hedge Funds, FX Options, Fixed Income, Sales, Derivatives, Trading Systems, Capital Markets, Series 7, Bloomberg, Business Strategy, Trading
Education
Lehigh University 1989 — 1993
BA, History
Société Générale 2012 - 2015
Société Générale 2012 - 2015
UBS Investment Bank May 2010 - October 2012
Barclays Capital September 2008 - June 2010
Lehman Brothers 2007 - June 2010
Morgan Stanley 2004 - 2007
Instinet Corporation 1997 - 2004
Skills
Electronic Trading, Equities, Options, Hedge Funds, FX Options, Fixed Income, Sales, Derivatives, Trading Systems, Capital Markets, Series 7, Bloomberg, Business Strategy, Trading
Education
Lehigh University 1989 — 1993
BA, History
Peter de Roy, MBA's Lehman Brothers Experience November 2005 - September 2008
Job Vice President Market Manager Support at Tradeweb
Industry Financial Services
Experience
Tradeweb July 2015 - Present
Barclays February 2010 - July 2015
Barclays Capital September 2008 - February 2010
Lehman Brothers November 2005 - September 2008
International Criminal Court March 2005 - September 2005
Netherlands Ministry of Economic Affairs March 2004 - August 2004
Skills
Fixed Income, Middle Office, Emerging Markets, Derivatives, Investment Banking, Bloomberg, Corporate Finance, Financial Risk, Strategic Planning, Hedge Funds, Securities
Education
Universiteit Leiden 2003 — 2004
Master of Business Administration (MBA), International Business Law
Siena College 1998 — 2002
BS, Marketing and Management
Tradeweb July 2015 - Present
Barclays February 2010 - July 2015
Barclays Capital September 2008 - February 2010
Lehman Brothers November 2005 - September 2008
International Criminal Court March 2005 - September 2005
Netherlands Ministry of Economic Affairs March 2004 - August 2004
Skills
Fixed Income, Middle Office, Emerging Markets, Derivatives, Investment Banking, Bloomberg, Corporate Finance, Financial Risk, Strategic Planning, Hedge Funds, Securities
Education
Universiteit Leiden 2003 — 2004
Master of Business Administration (MBA), International Business Law
Siena College 1998 — 2002
BS, Marketing and Management
LoVecchio, Michael's Lehman Brothers Experience May 2005 - September 2008
Job Director, Cowen and Company
Industry Financial Services
Experience
Dahlman Rose & Co. September 2008 - Present
Lehman Brothers May 2005 - September 2008
Education
Lehigh University 1998 — 2002
Science, Finance/Marketing
Lehigh University - College of Business and Economics 1998 — 2002
Dahlman Rose & Co. September 2008 - Present
Lehman Brothers May 2005 - September 2008
Education
Lehigh University 1998 — 2002
Science, Finance/Marketing
Lehigh University - College of Business and Economics 1998 — 2002
Raj Appama's Lehman Brothers Experience July 2006 - January 2009
Job
Industry Computer Software
Experience
AppNexus May 2015 - Present
Foot Squared LLC June 2013 - Present
Medopad June 2014 - October 2014
Axonic Capital LLC May 2011 - July 2013
Tower Research Capital January 2009 - April 2011
Lehman Brothers July 2006 - January 2009
Education
Princeton University 2002 — 2006
BA
London Business School 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2015 — 2015
Master of Business Administration (MBA)
AppNexus May 2015 - Present
Foot Squared LLC June 2013 - Present
Medopad June 2014 - October 2014
Axonic Capital LLC May 2011 - July 2013
Tower Research Capital January 2009 - April 2011
Lehman Brothers July 2006 - January 2009
Education
Princeton University 2002 — 2006
BA
London Business School 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2015 — 2015
Master of Business Administration (MBA)
Andrey Baskevich's Lehman Brothers Experience February 2001 - September 2008
Job Director at Barclays
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers February 2001 - September 2008
Merrill Lynch 1998 - 2001
Skills
Outsourcing, Unix, Project Management, Management, Servers, Enterprise Software, Solaris, Oracle, Leadership, Troubleshooting, Project Planning, Software Documentation, Team Management, Infrastructure, Technical Support, E-commerce, Storage, Budgets, Information Technology, Trading Systems, Business Analysis, Business Continuity..., Capital Markets, Credit Derivatives, Derivatives, Equities, Fixed Income, IT Strategy, Investment Banking, Market Data, Prime Brokerage, SDLC, Vendor Management, Vendor Relationships, Windows
Education
Long Island University
Barclays Capital 2008 - Present
Lehman Brothers February 2001 - September 2008
Merrill Lynch 1998 - 2001
Skills
Outsourcing, Unix, Project Management, Management, Servers, Enterprise Software, Solaris, Oracle, Leadership, Troubleshooting, Project Planning, Software Documentation, Team Management, Infrastructure, Technical Support, E-commerce, Storage, Budgets, Information Technology, Trading Systems, Business Analysis, Business Continuity..., Capital Markets, Credit Derivatives, Derivatives, Equities, Fixed Income, IT Strategy, Investment Banking, Market Data, Prime Brokerage, SDLC, Vendor Management, Vendor Relationships, Windows
Education
Long Island University
Barbara Duncan's Lehman Brothers Experience August 1998 - August 2001
Job CFO at Intercept Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Edgemont Pharmaceuticals, LLC September 2010 - Present
Intercept Pharmaceuticals, Inc. May 2009 - Present
DOV Pharmaceutical, Inc. May 2009 - July 2010
DOV Pharmaceutical, Inc. August 2001 - April 2009
Lehman Brothers August 1998 - August 2001
Dillon Read August 1994 - August 1998
PepsiCo 1989 - 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
Louisiana State University 1982 — 1986
BS, Accounting
Edgemont Pharmaceuticals, LLC September 2010 - Present
Intercept Pharmaceuticals, Inc. May 2009 - Present
DOV Pharmaceutical, Inc. May 2009 - July 2010
DOV Pharmaceutical, Inc. August 2001 - April 2009
Lehman Brothers August 1998 - August 2001
Dillon Read August 1994 - August 1998
PepsiCo 1989 - 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
Louisiana State University 1982 — 1986
BS, Accounting
John Gilbride's Lehman Brothers Experience September 1987 - September 1996
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2013 - Present
JPMorgan January 2008 - May 2013
Morgan Stanley June 2002 - December 2007
IPO.Com October 1999 - October 2001
Thomson Financial September 1996 - October 1999
Lehman Brothers September 1987 - September 1996
Skills
Equities, Market Data, Trading Systems, Reference Data, IT Strategy, Investment Banking, Product Management, Business Analysis, Financial Services, Equity Research, Risk Management, Project Management, Vendor Management, Hedge Funds
Education
Long Island University 1982 — 1986
Bachelor of Science, Information Systems and Finance
JPMorgan Chase May 2013 - Present
JPMorgan January 2008 - May 2013
Morgan Stanley June 2002 - December 2007
IPO.Com October 1999 - October 2001
Thomson Financial September 1996 - October 1999
Lehman Brothers September 1987 - September 1996
Skills
Equities, Market Data, Trading Systems, Reference Data, IT Strategy, Investment Banking, Product Management, Business Analysis, Financial Services, Equity Research, Risk Management, Project Management, Vendor Management, Hedge Funds
Education
Long Island University 1982 — 1986
Bachelor of Science, Information Systems and Finance
Andrea Rosenbaum's Lehman Brothers Experience July 2001 - August 2002
Job Investor & Rating Agency Relations, Office of the CEO at Nomura Securities
Industry Investment Management
Experience
Nomura Securities April 2014 - Present
Sandler Capital Management October 2012 - April 2014
BBR Partners August 2002 - October 2012
BBR Partners 2002 - 2005
Lehman Brothers July 2001 - August 2002
Skills
Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Advent, New Business Development, Marketing Strategy
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Accounting
New York University, Study Abroad 2000 — 2000
Nomura Securities April 2014 - Present
Sandler Capital Management October 2012 - April 2014
BBR Partners August 2002 - October 2012
BBR Partners 2002 - 2005
Lehman Brothers July 2001 - August 2002
Skills
Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Advent, New Business Development, Marketing Strategy
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Accounting
New York University, Study Abroad 2000 — 2000
Ken Sormani's Lehman Brothers Experience 1991 - 2007
Job Director at Freddie Mac
Industry Financial Services
Experience
Freddie Mac September 2011 - Present
Freddie Mac December 2010 - August 2011
Lehman Brothers 1991 - 2007
Education
Lehigh University 1977 — 1981
BS, Accounting
Freddie Mac September 2011 - Present
Freddie Mac December 2010 - August 2011
Lehman Brothers 1991 - 2007
Education
Lehigh University 1977 — 1981
BS, Accounting
Jesse Shaw's Lehman Brothers Experience January 2006 - September 2008
Job Relationship Manager, Florida at David Vaughan Investments Inc.
Industry Investment Management
Experience
David Vaughan Investments Inc. November 2009 - December 2011
Lehman Brothers January 2006 - September 2008
Neuberger Berman April 2004 - December 2005
Cambridge Associates June 2000 - March 2004
Education
Lehigh University 1996 — 2000
BS, Finance
Lehigh University - College of Business and Economics
New Smyrna Beach
David Vaughan Investments Inc. November 2009 - December 2011
Lehman Brothers January 2006 - September 2008
Neuberger Berman April 2004 - December 2005
Cambridge Associates June 2000 - March 2004
Education
Lehigh University 1996 — 2000
BS, Finance
Lehigh University - College of Business and Economics
New Smyrna Beach
Naum Lavnevich's Lehman Brothers Experience June 2005 - September 2008
Job Senior Technical Account Manager at EMC
Industry Information Technology and Services
Experience
EMC September 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers June 2005 - September 2008
Bank of America 2000 - 2005
AIG 1999 - 2000
SunGard 1997 - 1999
INTREMICRO 1988 - 1996
Skills
Unix, Linux, Project Implementation, Solaris, Data Center, NFS, ITIL, Veritas, Servers, TCP/IP, System Administration, Solution Implementation, Business Continuity..., Veritas Cluster Server, High Availability, Solution Architecture, NIS, Operating Systems, Storage, Disaster Recovery, Networking, Infrastructure, DNS, Virtualization, Enterprise Architecture, Integration, Testing, Perl, Project Management, Unix Shell Scripting, VMware, Network Security, Storage Area Networks, Hardware, Management, Cloud Computing, Cluster, IT Service Management, Business Continuity, Business Process, IT Management, Sun, IT Operations, IT Strategy, Data Migration, System Deployment, VMware ESX, Shell Scripting
Education
Chubb Institute
Network Engineering
Moscow State University
Information Technology
New York University
Unix Systems Management
EMC September 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers June 2005 - September 2008
Bank of America 2000 - 2005
AIG 1999 - 2000
SunGard 1997 - 1999
INTREMICRO 1988 - 1996
Skills
Unix, Linux, Project Implementation, Solaris, Data Center, NFS, ITIL, Veritas, Servers, TCP/IP, System Administration, Solution Implementation, Business Continuity..., Veritas Cluster Server, High Availability, Solution Architecture, NIS, Operating Systems, Storage, Disaster Recovery, Networking, Infrastructure, DNS, Virtualization, Enterprise Architecture, Integration, Testing, Perl, Project Management, Unix Shell Scripting, VMware, Network Security, Storage Area Networks, Hardware, Management, Cloud Computing, Cluster, IT Service Management, Business Continuity, Business Process, IT Management, Sun, IT Operations, IT Strategy, Data Migration, System Deployment, VMware ESX, Shell Scripting
Education
Chubb Institute
Network Engineering
Moscow State University
Information Technology
New York University
Unix Systems Management
Stuart Faircloth's Lehman Brothers Experience April 1998 - January 1999
Job Specialist Architect at Capital Group
Industry Financial Services
Experience
Capital Group January 2007 - Present
Merrill Lynch 2001 - 2007
Lehman Brothers April 1998 - January 1999
MSI 1996 - 1998
Xerox 1993 - 1995
Skills
Sybase, Trading Systems, Electronic Trading, SDLC, Enterprise Architecture, Unix, Derivatives, Market Data, Low Latency, Agile Methodologies, Business Analysis, Integration, SQL, Requirements Analysis, Software Development, Software Project..., Spring Framework, Unix Shell Scripting
Education
Loughborough University 1993 — 1994
Masters, Computers
University of Leicester 1990 — 1993
Batchelors, Maths and Computers
Capital Group January 2007 - Present
Merrill Lynch 2001 - 2007
Lehman Brothers April 1998 - January 1999
MSI 1996 - 1998
Xerox 1993 - 1995
Skills
Sybase, Trading Systems, Electronic Trading, SDLC, Enterprise Architecture, Unix, Derivatives, Market Data, Low Latency, Agile Methodologies, Business Analysis, Integration, SQL, Requirements Analysis, Software Development, Software Project..., Spring Framework, Unix Shell Scripting
Education
Loughborough University 1993 — 1994
Masters, Computers
University of Leicester 1990 — 1993
Batchelors, Maths and Computers
Konstantin Braun's Lehman Brothers Experience 1999 - 2008
Job Chief Financial Officer at BrightCore Energy
Industry Renewables & Environment
Experience
RKB Capital Partners 2015 - Present
BrightCore Energy 2015 - Present
NextEra Energy Resources May 2013 - June 2015
Smart Energy Capital April 2009 - May 2013
Lehman Brothers 1999 - 2008
WestLB 1997 - 1999
Citibank 1995 - 1997
Skills
Cleantech, Structured Finance, Private Equity, Renewable Energy, Financial Structuring, Venture Capital, Project Finance, Capital Markets, Investment Banking, Alternative Energy, Corporate Development, Emerging Markets, Energy, Financial Modeling, Securitization, Solar Energy
Education
Yale University 1994 — 1995
MA, International Economics and Finance
Lomonosov Moscow State University (MSU) 1989 — 1994
BS, Mathematics / Economics
RKB Capital Partners 2015 - Present
BrightCore Energy 2015 - Present
NextEra Energy Resources May 2013 - June 2015
Smart Energy Capital April 2009 - May 2013
Lehman Brothers 1999 - 2008
WestLB 1997 - 1999
Citibank 1995 - 1997
Skills
Cleantech, Structured Finance, Private Equity, Renewable Energy, Financial Structuring, Venture Capital, Project Finance, Capital Markets, Investment Banking, Alternative Energy, Corporate Development, Emerging Markets, Energy, Financial Modeling, Securitization, Solar Energy
Education
Yale University 1994 — 1995
MA, International Economics and Finance
Lomonosov Moscow State University (MSU) 1989 — 1994
BS, Mathematics / Economics
Amie Eglit (Kutzner)'s Lehman Brothers Experience 2002 - 2006
Job Senior Vice President at Cain Brothers
Industry Investment Banking
Experience
Cain Brothers 2006 - July 2013
Lehman Brothers 2002 - 2006
Skills
Capital Markets, Investment Banking
Education
Lehigh University - College of Business and Economics 1997 — 2001
Cain Brothers 2006 - July 2013
Lehman Brothers 2002 - 2006
Skills
Capital Markets, Investment Banking
Education
Lehigh University - College of Business and Economics 1997 — 2001
Andrew Didora's Lehman Brothers Experience February 2001 - August 2006
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2009 - Present
Jefferies & Company August 2006 - February 2008
Lehman Brothers February 2001 - August 2006
Arthur Andersen September 1998 - February 2001
Education
Loyola University Maryland 1994 — 1998
Chaminade High School 1990 — 1994
Bank of America Merrill Lynch October 2009 - Present
Jefferies & Company August 2006 - February 2008
Lehman Brothers February 2001 - August 2006
Arthur Andersen September 1998 - February 2001
Education
Loyola University Maryland 1994 — 1998
Chaminade High School 1990 — 1994
William W. Owens's Lehman Brothers Experience 2006 - 2008
Job Product Controller Energy Trading & Marketing at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2008 - Present
Lehman Brothers 2006 - 2008
OpenLink Financial December 2005 - September 2006
Misys 2001 - 2005
Education
University at Albany, SUNY 1997 — 2001
Bachelor of Science, Business Administration
London Metropolitan University 1999 — 1999
Study Abroad - Inernational Business
Archbishop Molloy High School
Credit Suisse September 2008 - Present
Lehman Brothers 2006 - 2008
OpenLink Financial December 2005 - September 2006
Misys 2001 - 2005
Education
University at Albany, SUNY 1997 — 2001
Bachelor of Science, Business Administration
London Metropolitan University 1999 — 1999
Study Abroad - Inernational Business
Archbishop Molloy High School
Jennifer Lakefield's Lehman Brothers Experience June 1991 - June 2000
Job Managing Director, Client Relations at ZAIS Group, LLC
Industry Investment Management
Experience
ZAIS Group, LLC October 2011 - Present
The Community YMCA 2012 - Present
HGK Asset Management/Trinity Street Asset Management October 2008 - January 2011
Morgan Stanley June 2006 - February 2008
Citigroup June 2000 - June 2006
Lehman Brothers June 1991 - June 2000
Skills
Relationship Management, Alternative Investments, Hedge Funds, Investor Relations, Equities, Fixed Income, Credit, CLO, MBS, Financial Services, Asset Management, Finance, Investments, Business Development
Education
Lehigh University 1987 — 1991
BS, Industrial Engineering
Marlboro High School 1983 — 1987
ZAIS Group, LLC October 2011 - Present
The Community YMCA 2012 - Present
HGK Asset Management/Trinity Street Asset Management October 2008 - January 2011
Morgan Stanley June 2006 - February 2008
Citigroup June 2000 - June 2006
Lehman Brothers June 1991 - June 2000
Skills
Relationship Management, Alternative Investments, Hedge Funds, Investor Relations, Equities, Fixed Income, Credit, CLO, MBS, Financial Services, Asset Management, Finance, Investments, Business Development
Education
Lehigh University 1987 — 1991
BS, Industrial Engineering
Marlboro High School 1983 — 1987
Corinne Schmitt's Lehman Brothers Experience August 2005 - August 2006
Job Director of Business Planning at Crystal & Company
Industry Financial Services
Experience
Crystal & Company March 2013 - Present
Cantor Fitzgerald August 2011 - February 2013
Morgan Stanley August 2006 - August 2011
Lehman Brothers August 2005 - August 2006
Marsh December 2002 - December 2005
MMC June 1999 - December 2002
Skills
Finance, Internal Controls, Forecasting, Auditing, Analysis, Budgets, Allocations, Cost Saving Initiatives, Management, Investments, Project Management, Financial Modeling, Strategic Financial..., Internal Audit, Project Planning
Education
Loyola College in Maryland 1995 — 1999
BBS, International Business
Crystal & Company March 2013 - Present
Cantor Fitzgerald August 2011 - February 2013
Morgan Stanley August 2006 - August 2011
Lehman Brothers August 2005 - August 2006
Marsh December 2002 - December 2005
MMC June 1999 - December 2002
Skills
Finance, Internal Controls, Forecasting, Auditing, Analysis, Budgets, Allocations, Cost Saving Initiatives, Management, Investments, Project Management, Financial Modeling, Strategic Financial..., Internal Audit, Project Planning
Education
Loyola College in Maryland 1995 — 1999
BBS, International Business
Heather Brown Ziff's Lehman Brothers Experience May 2003 - September 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers May 2003 - September 2008
Deloitte May 2002 - May 2003
Arthur Andersen September 2000 - May 2002
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Lehigh University - College of Business and Economics 1996 — 2000
BS, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers May 2003 - September 2008
Deloitte May 2002 - May 2003
Arthur Andersen September 2000 - May 2002
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Lehigh University - College of Business and Economics 1996 — 2000
BS, Accounting
Tom Wolf's Lehman Brothers Experience 2007 - 2008
Job Sr. Vice President at Twin Eagle Resource Management
Industry Oil & Energy
Experience
Twin Eagle Resource Management July 2011 - Present
EDF Trading North America August 2002 - June 2011
Eagle Energy Partners 2002 - October 2008
Lehman Brothers 2007 - 2008
Enron 2002 - 2004
Dynegy 1994 - 2002
Nicor Gas 1985 - 1989
Skills
Natural Gas, Energy, Hedging, Energy Markets, Commodity, Commodity Markets, Contract Negotiation, Demand Response, Derivatives, Electricity, Electricity Markets, Energy Industry, Financial Modeling, Gas, Mergers & Acquisitions, Options, Petroleum, Power Generation, Proprietary Trading, Renewable Energy, Risk Management, Trading, Valuation, Due Diligence, Project Finance, Commodity Risk..., Financial Structuring, Downstream Oil & Gas
Education
Lewis University 1980 — 1984
Accounting/Finance
Twin Eagle Resource Management July 2011 - Present
EDF Trading North America August 2002 - June 2011
Eagle Energy Partners 2002 - October 2008
Lehman Brothers 2007 - 2008
Enron 2002 - 2004
Dynegy 1994 - 2002
Nicor Gas 1985 - 1989
Skills
Natural Gas, Energy, Hedging, Energy Markets, Commodity, Commodity Markets, Contract Negotiation, Demand Response, Derivatives, Electricity, Electricity Markets, Energy Industry, Financial Modeling, Gas, Mergers & Acquisitions, Options, Petroleum, Power Generation, Proprietary Trading, Renewable Energy, Risk Management, Trading, Valuation, Due Diligence, Project Finance, Commodity Risk..., Financial Structuring, Downstream Oil & Gas
Education
Lewis University 1980 — 1984
Accounting/Finance
Patrick Fisher's Lehman Brothers Experience June 2007 - March 2008
Job VP at Bank of America Merrill Lynch
Industry Real Estate
Experience
Bank of America Merrill Lynch April 2015 - Present
Silverpeak Real Estate Finance December 2013 - March 2015
SP Full Stack Commercial Capital LLC October 2012 - November 2013
G2 Real Estate Partners LLC January 2010 - September 2012
Lehman Brothers June 2007 - March 2008
Deutsche Bank Securities May 2004 - June 2007
Prudential Mortgage Capital Company June 2001 - April 2004
Skills
Commercial Real Estate, Loans, CMBS, Securitization, Real Estate Economics, Valuation
Education
Lehigh University - College of Business and Economics 1996 — 2000
Bank of America Merrill Lynch April 2015 - Present
Silverpeak Real Estate Finance December 2013 - March 2015
SP Full Stack Commercial Capital LLC October 2012 - November 2013
G2 Real Estate Partners LLC January 2010 - September 2012
Lehman Brothers June 2007 - March 2008
Deutsche Bank Securities May 2004 - June 2007
Prudential Mortgage Capital Company June 2001 - April 2004
Skills
Commercial Real Estate, Loans, CMBS, Securitization, Real Estate Economics, Valuation
Education
Lehigh University - College of Business and Economics 1996 — 2000
Nadine Agoha's Lehman Brothers Experience 2001 - 2006
Job Meeting Planner at Advanced Health Media
Industry Health, Wellness and Fitness
Experience
Advanced Health Media Administrative AssistantMusic Television2001 - 2008
STV Inc 2001 - 2007
MTV 2001 - 2007
CB Richards and Ellis 2001 - 2006
Sodexho Marriott 2001 - 2006
Blockbusters 2001 - 2006
Lehman brothers 2001 - 2006
Edwards and Kelcey 2001 - 2003
Education
Los Angeles Pierce College 1993 — 1996
Advanced Health Media Administrative AssistantMusic Television2001 - 2008
STV Inc 2001 - 2007
MTV 2001 - 2007
CB Richards and Ellis 2001 - 2006
Sodexho Marriott 2001 - 2006
Blockbusters 2001 - 2006
Lehman brothers 2001 - 2006
Edwards and Kelcey 2001 - 2003
Education
Los Angeles Pierce College 1993 — 1996
Dennis Nitka's Lehman Brothers Experience June 2004 - November 2008
Job Senior Analyst for Mariner Lenus at Mariner Investment Group, LLC
Industry Financial Services
Experience
Mariner Investment Group, LLC March 2015 - Present
UBS August 2013 - March 2015
Point Frederick Capital Management LLC January 2013 - August 2013
Knight Capital Group July 2012 - January 2013
1111 Capital / Millennium Management November 2008 - June 2011
Lehman Brothers June 2004 - November 2008
Merrill Lynch January 1999 - June 2004
Skills
Market Making, Equities, Hedge Funds, Equity Trading, Fixed Income, Bloomberg, Capital Markets, Trading, Electronic Trading, Series 7, Options, Alternative Investments, Mutual Funds, Asset Management, Investment Banking, Investments, Risk Management, Mergers & Acquisitions, Derivatives, Trading Systems, Equity Research, Securities, Management, Trading Strategies, Special Situations, Buy-side, Financial Markets
Education
Loyola University Maryland 1988 — 1992
BA, Political Science / Economics
Christain Brothers a 1984 — 1988
Mariner Investment Group, LLC March 2015 - Present
UBS August 2013 - March 2015
Point Frederick Capital Management LLC January 2013 - August 2013
Knight Capital Group July 2012 - January 2013
1111 Capital / Millennium Management November 2008 - June 2011
Lehman Brothers June 2004 - November 2008
Merrill Lynch January 1999 - June 2004
Skills
Market Making, Equities, Hedge Funds, Equity Trading, Fixed Income, Bloomberg, Capital Markets, Trading, Electronic Trading, Series 7, Options, Alternative Investments, Mutual Funds, Asset Management, Investment Banking, Investments, Risk Management, Mergers & Acquisitions, Derivatives, Trading Systems, Equity Research, Securities, Management, Trading Strategies, Special Situations, Buy-side, Financial Markets
Education
Loyola University Maryland 1988 — 1992
BA, Political Science / Economics
Christain Brothers a 1984 — 1988
Lindsay Soyka's Lehman Brothers Experience 2001 - 2004
Job Vice President at R4 Capital LLC
Industry Real Estate
Experience
R4 Capital LLC February 2014 - Present
Centerline Capital Group February 2004 - February 2014
Lehman Brothers 2001 - 2004
Skills
Real Estate Economics, Real Estate, Asset Management, Real Estate Transactions, Real Estate Financing, Structured Finance, Affordable Housing, Loans, Acquisitions, Loan Origination
Education
Lehigh University 1997 — 2001
BS, Finance
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
R4 Capital LLC February 2014 - Present
Centerline Capital Group February 2004 - February 2014
Lehman Brothers 2001 - 2004
Skills
Real Estate Economics, Real Estate, Asset Management, Real Estate Transactions, Real Estate Financing, Structured Finance, Affordable Housing, Loans, Acquisitions, Loan Origination
Education
Lehigh University 1997 — 2001
BS, Finance
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
Tim Lankford's Lehman Brothers Experience 1982 - 1984
Job Graduate Student at Loyola University Chicago
Industry Hospital & Health Care
Experience
Loyola University Chicago-IPS January 2014 - Present
Bloodhound Capital LLC 2009 - December 2013
Countrywide 2007 - 2008
SAM Sustainable Asset Management USA 2001 - 2004
Bankers Trust 1984 - 1999
Lehman Brothers 1982 - 1984
Cargill Investor Services 1977 - 1982
Continental Bank 1976 - 1977
Skills
Commodities, Hedge Funds, Financial Markets, Trading, Options, Derivatives, Equities, Risk Management, New Business Development, Operations Management, Sales Management, Business Development, Swaps, Start-ups, Management, Compliance, Building Relationships, Long-term Customer..., Interpersonal..., Public Speaking, Commodity, Proprietary Trading, Investments, Leadership, Alternative Investments, Asset Management, Mutual Funds, Foreign Exchange, Electronic Trading, Managed Futures, Trading Strategies, Trading Systems, Hedging, Fund Of Funds, Investment Management, ETFs, Bonds, Investment Strategies, Currency, Asset Allocation, Emerging Markets, Global Macro
Education
Loyola University Chicago
University of Missouri-Columbia
BS, Agriculture
Loyola University Chicago-IPS January 2014 - Present
Bloodhound Capital LLC 2009 - December 2013
Countrywide 2007 - 2008
SAM Sustainable Asset Management USA 2001 - 2004
Bankers Trust 1984 - 1999
Lehman Brothers 1982 - 1984
Cargill Investor Services 1977 - 1982
Continental Bank 1976 - 1977
Skills
Commodities, Hedge Funds, Financial Markets, Trading, Options, Derivatives, Equities, Risk Management, New Business Development, Operations Management, Sales Management, Business Development, Swaps, Start-ups, Management, Compliance, Building Relationships, Long-term Customer..., Interpersonal..., Public Speaking, Commodity, Proprietary Trading, Investments, Leadership, Alternative Investments, Asset Management, Mutual Funds, Foreign Exchange, Electronic Trading, Managed Futures, Trading Strategies, Trading Systems, Hedging, Fund Of Funds, Investment Management, ETFs, Bonds, Investment Strategies, Currency, Asset Allocation, Emerging Markets, Global Macro
Education
Loyola University Chicago
University of Missouri-Columbia
BS, Agriculture
Jeffrey Rosenblum's Lehman Brothers Experience 2007 - 2008
Job Real Estate Developer
Industry Real Estate
Experience
Apex Property Group April 2010 - Present
Newmark Knight Frank 2008 - 2009
Lehman Brothers 2007 - 2008
Skills
Capital Markets, Underwriting, Property Management, Real Estate Development, Construction, Residential Land..., Residential Homes, Multi-family Investment..., Real Estate Financing
Education
New York University 2006 — 2007
MS, Real Estate Finance
Lehigh University - College of Business and Economics 2000 — 2004
Apex Property Group April 2010 - Present
Newmark Knight Frank 2008 - 2009
Lehman Brothers 2007 - 2008
Skills
Capital Markets, Underwriting, Property Management, Real Estate Development, Construction, Residential Land..., Residential Homes, Multi-family Investment..., Real Estate Financing
Education
New York University 2006 — 2007
MS, Real Estate Finance
Lehigh University - College of Business and Economics 2000 — 2004
Gregory Morin's Lehman Brothers Experience May 2006 - September 2008
Job Senior Vice President at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC November 2013 - Present
Barclays September 2010 - February 2013
Barclays September 2008 - September 2010
Lehman Brothers May 2006 - September 2008
Skills
Fixed Income, Trading, Bonds, Investments, Credit, Bloomberg, Capital Markets, Credit Risk, Valuation, Securities, High Grade, Trading Strategies, Private Placements, High Yield, Distressed Debt, Risk Management, Financial Risk, Series 63, Hedge Funds, Middle Office
Education
Lehigh University - College of Business and Economics 2001 — 2005
Chaminade High School 1997 — 2001
Imperial Capital, LLC November 2013 - Present
Barclays September 2010 - February 2013
Barclays September 2008 - September 2010
Lehman Brothers May 2006 - September 2008
Skills
Fixed Income, Trading, Bonds, Investments, Credit, Bloomberg, Capital Markets, Credit Risk, Valuation, Securities, High Grade, Trading Strategies, Private Placements, High Yield, Distressed Debt, Risk Management, Financial Risk, Series 63, Hedge Funds, Middle Office
Education
Lehigh University - College of Business and Economics 2001 — 2005
Chaminade High School 1997 — 2001
Marina Kirchheimer (Liokumovich)'s Lehman Brothers Experience July 2006 - October 2008
Job Vice President at Morgan Stanley Smith Barney Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
TD Ameritrade November 2008 - June 2013
Lehman Brothers July 2006 - October 2008
Barclays Capital 2008 - 2008
Deloitte 2005 - 2007
Chi Omega Fraternity 2002 - 2003
Skills
SDLC, Valuation, Wealth Management, Strategy, Prime Brokerage, Product Management, Analytics, Sales Management, Financial Modeling, Strategic Planning, Financial Analysis, Series 7
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Strategy
Lehigh University 2001 — 2004
Bachelor of Arts (B.A.), Economics, Applied Mathematics
Morgan Stanley June 2013 - Present
TD Ameritrade November 2008 - June 2013
Lehman Brothers July 2006 - October 2008
Barclays Capital 2008 - 2008
Deloitte 2005 - 2007
Chi Omega Fraternity 2002 - 2003
Skills
SDLC, Valuation, Wealth Management, Strategy, Prime Brokerage, Product Management, Analytics, Sales Management, Financial Modeling, Strategic Planning, Financial Analysis, Series 7
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Strategy
Lehigh University 2001 — 2004
Bachelor of Arts (B.A.), Economics, Applied Mathematics
Meghan Gervase's Lehman Brothers Experience 2007 - 2008
Job NPA Risk Management at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2014 - Present
Morgan Stanley May 2011 - May 2014
Barclays Capital October 2008 - April 2011
Lehman Brothers 2007 - 2008
Citigroup June 2006 - July 2007
Skills
Capital Markets, Financial Reporting, Financial Risk, Finance, Credit Risk, Loans, Trading
Education
LIU Post 2004 — 2006
BS, Finance
Deutsche Bank June 2014 - Present
Morgan Stanley May 2011 - May 2014
Barclays Capital October 2008 - April 2011
Lehman Brothers 2007 - 2008
Citigroup June 2006 - July 2007
Skills
Capital Markets, Financial Reporting, Financial Risk, Finance, Credit Risk, Loans, Trading
Education
LIU Post 2004 — 2006
BS, Finance
Aidelyn Fernandez's Lehman Brothers Experience 2004 - 2008
Job at
Industry Financial Services
Experience
New York Presbyterian June 2009 - Present
Lehman Brothers Holdings Inc. March 2004 - March 2008
Lehman Brothers 2004 - 2008
Skills
Customer Service, Management, Process Scheduler, Spanish, Marketing, Software Documentation
Education
LIU Brooklyn 1997 — 2002
BS, Marketing
NYU school of continuing Education
New York Presbyterian June 2009 - Present
Lehman Brothers Holdings Inc. March 2004 - March 2008
Lehman Brothers 2004 - 2008
Skills
Customer Service, Management, Process Scheduler, Spanish, Marketing, Software Documentation
Education
LIU Brooklyn 1997 — 2002
BS, Marketing
NYU school of continuing Education
Jody Pantoliano's Lehman Brothers Experience October 2000 - September 2008
Job Information Services Professional
Industry Information Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers October 2000 - September 2008
Skills
Risk Management, Market Data, Vendor Management, Information Management, Securities
Education
LIU Post 1998 — 2000
Masters, Library Science
Barclays Capital September 2008 - Present
Lehman Brothers October 2000 - September 2008
Skills
Risk Management, Market Data, Vendor Management, Information Management, Securities
Education
LIU Post 1998 — 2000
Masters, Library Science
William Caulfield's Lehman Brothers Experience 1986 - 1997
Job Vice President, Asset Management, Arbor Realty Trust
Industry Real Estate
Experience
Arbor Realty Trust July 2015 - Present
Coldwell Banker Commercial Island Corporate Services January 2014 - June 2015
Hanover Real Estate Partners March 2007 - January 2014
Glenmont Capital 2005 - 2007
Rockwood Real Estate Advisors 2004 - 2005
Coast to Coast Realty 2001 - 2004
Brownfields Redevelopment - Various 1998 - 2001
Paine Webber 1997 - 1998
Lehman Brothers 1986 - 1997
Skills
Real Estate, Asset Management, Real Estate Economics, Disposition, Valuation, Investments, Due Diligence, Real Estate Development, Real Estate Transactions, Property Management, Leases, Investment Properties, Corporate Real Estate, Real Estate Financing, Portfolio Management, Commercial Real Estate, Brokerage, Financial Modeling, Acquisitions, Location Intelligence, Private Equity, Financial Analysis
Education
Long Island University, C.W. Post Campus
Master of Business Administration (MBA), Finance
St. John's University
Bachelor of Science (BS), Finance
Arbor Realty Trust July 2015 - Present
Coldwell Banker Commercial Island Corporate Services January 2014 - June 2015
Hanover Real Estate Partners March 2007 - January 2014
Glenmont Capital 2005 - 2007
Rockwood Real Estate Advisors 2004 - 2005
Coast to Coast Realty 2001 - 2004
Brownfields Redevelopment - Various 1998 - 2001
Paine Webber 1997 - 1998
Lehman Brothers 1986 - 1997
Skills
Real Estate, Asset Management, Real Estate Economics, Disposition, Valuation, Investments, Due Diligence, Real Estate Development, Real Estate Transactions, Property Management, Leases, Investment Properties, Corporate Real Estate, Real Estate Financing, Portfolio Management, Commercial Real Estate, Brokerage, Financial Modeling, Acquisitions, Location Intelligence, Private Equity, Financial Analysis
Education
Long Island University, C.W. Post Campus
Master of Business Administration (MBA), Finance
St. John's University
Bachelor of Science (BS), Finance
Renee Polatschek's Lehman Brothers Experience 2003 - 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital March 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers 2003 - 2008
Lehman Brothers January 2005 - June 2006
Lehman Brothers June 2003 - January 2005
Merrill Lynch Investment Managers September 2002 - December 2002
Education
Loyola University Maryland
Barclays Capital March 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers 2003 - 2008
Lehman Brothers January 2005 - June 2006
Lehman Brothers June 2003 - January 2005
Merrill Lynch Investment Managers September 2002 - December 2002
Education
Loyola University Maryland
Daveta Shivprasad's Lehman Brothers Experience February 2007 - September 2008
Job HR
Industry Financial Services
Experience
Bloomberg March 2009 - Present
ICV Capital Partners, LLC December 2008 - March 2009
Barclays Capital September 2007 - November 2008
Lehman Brothers February 2007 - September 2008
Oppenheimer & Co. Inc. June 2004 - January 2007
Education
LIU Brooklyn 2005 — 2007
MBA, Marketing
Pace University - Lubin School of Business 2000 — 2004
BBA, Marketing/Communication/Advertising
Bloomberg March 2009 - Present
ICV Capital Partners, LLC December 2008 - March 2009
Barclays Capital September 2007 - November 2008
Lehman Brothers February 2007 - September 2008
Oppenheimer & Co. Inc. June 2004 - January 2007
Education
LIU Brooklyn 2005 — 2007
MBA, Marketing
Pace University - Lubin School of Business 2000 — 2004
BBA, Marketing/Communication/Advertising
Alan J Simon, PMP's Lehman Brothers Experience 2001 - 2008
Job Vice President, CRM KYC Programme Manager/IT Product Owner/Project Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank March 2011 - Present
First Data July 2010 - March 2011
Seaboard Marine October 2008 - September 2009
Lehman Brothers 2001 - 2008
Smith Barney September 1988 - June 2001
Skills
PMP, Project Management, Program Management, IT Management, Business Analysis, SDLC, PMO, Vendor Management, IT Strategy, Process Improvement, Visio, Risk Management, Software Project..., Financial Services, Business Intelligence, Requirements Analysis, Portfolio Management, Management, Equities, Project Portfolio..., Scrum, Function Point Analysis
Education
LIU Brooklyn 1983 — 1986
MBA, MIS
University at Albany, SUNY 1977 — 1981
BS, Accounting
HSBC Private Bank March 2011 - Present
First Data July 2010 - March 2011
Seaboard Marine October 2008 - September 2009
Lehman Brothers 2001 - 2008
Smith Barney September 1988 - June 2001
Skills
PMP, Project Management, Program Management, IT Management, Business Analysis, SDLC, PMO, Vendor Management, IT Strategy, Process Improvement, Visio, Risk Management, Software Project..., Financial Services, Business Intelligence, Requirements Analysis, Portfolio Management, Management, Equities, Project Portfolio..., Scrum, Function Point Analysis
Education
LIU Brooklyn 1983 — 1986
MBA, MIS
University at Albany, SUNY 1977 — 1981
BS, Accounting
Gene Gaeta's Lehman Brothers Experience 1994 - 1995
Job Principal at SUMMIT CAPITAL
Industry Investment Management
Experience
SUMMIT CAPITAL 2012 - Present
Satellite Asset Management 2001 - 2011
Bear Stearns 1999 - 2001
Morgan Stanley 1995 - 1997
Lehman Brothers 1994 - 1995
Arthur Andersen 1990 - 1994
Skills
Equity Research, Asset Managment, Securities, SEC filings, Investment Strategies, Capital Markets, Financial Analysis, Portfolio Management, Options, Credit Derivatives, Mutual Funds, Hedge Funds, Bonds, Structured Finance, High Yield, Financial Risk, Restructuring, Credit, Special Situations, Investment Banking, Capital Structure, Economics, Loans, Financial Structuring, Strategy, Investor Relations, Leveraged Finance, Corporate Finance, Equity Valuation, Equity Trading, LBO, Equity Derivatives, Equities, Investments, Trading, Fixed Income, Alternative Investments, Financial Modeling
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics, GPA 3.6/4.0
Loyola College in Maryland 1986 — 1990
BBA, Accounting
oratory
oratory
SUMMIT CAPITAL 2012 - Present
Satellite Asset Management 2001 - 2011
Bear Stearns 1999 - 2001
Morgan Stanley 1995 - 1997
Lehman Brothers 1994 - 1995
Arthur Andersen 1990 - 1994
Skills
Equity Research, Asset Managment, Securities, SEC filings, Investment Strategies, Capital Markets, Financial Analysis, Portfolio Management, Options, Credit Derivatives, Mutual Funds, Hedge Funds, Bonds, Structured Finance, High Yield, Financial Risk, Restructuring, Credit, Special Situations, Investment Banking, Capital Structure, Economics, Loans, Financial Structuring, Strategy, Investor Relations, Leveraged Finance, Corporate Finance, Equity Valuation, Equity Trading, LBO, Equity Derivatives, Equities, Investments, Trading, Fixed Income, Alternative Investments, Financial Modeling
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics, GPA 3.6/4.0
Loyola College in Maryland 1986 — 1990
BBA, Accounting
oratory
oratory
Albert C. Sanfilippo's Lehman Brothers Experience 2007 - September 2008
Job
Industry Real Estate
Experience
The Durst Organization January 2015 - Present
The Durst Organization February 2013 - December 2014
CB Richard Ellis for Morgan Stanley December 2009 - February 2013
Barclays Capital September 2008 - December 2009
Lehman Brothers 2007 - September 2008
Tishman Speyer 2002 - 2006
Education
New York University 2000 — 2002
Masters, Real Estate
LIU Post 1995 — 1999
BA
The Durst Organization January 2015 - Present
The Durst Organization February 2013 - December 2014
CB Richard Ellis for Morgan Stanley December 2009 - February 2013
Barclays Capital September 2008 - December 2009
Lehman Brothers 2007 - September 2008
Tishman Speyer 2002 - 2006
Education
New York University 2000 — 2002
Masters, Real Estate
LIU Post 1995 — 1999
BA
Marc Paley's Lehman Brothers Experience 1989 - 2007
Job Managing Partner
Industry Investment Banking
Experience
HybridFinancial July 2013 - Present
Scura Paley & Company August 2011 - Present
Beacon Trust Company August 2008 - August 2011
Lehman Brothers 1989 - 2007
Skills
Hedge Funds, Equities, Investment Banking, Valuation, Private Equity, Capital Markets, Alternative Investments, Venture Capital, Investments, Due Diligence, Mergers & Acquisitions, LBO, Structured Finance, Private Placements, Portfolio Management
Education
Columbia University 1985 — 1987
Master of Business Administration (MBA)
Lehigh University 1979 — 1983
BS
HybridFinancial July 2013 - Present
Scura Paley & Company August 2011 - Present
Beacon Trust Company August 2008 - August 2011
Lehman Brothers 1989 - 2007
Skills
Hedge Funds, Equities, Investment Banking, Valuation, Private Equity, Capital Markets, Alternative Investments, Venture Capital, Investments, Due Diligence, Mergers & Acquisitions, LBO, Structured Finance, Private Placements, Portfolio Management
Education
Columbia University 1985 — 1987
Master of Business Administration (MBA)
Lehigh University 1979 — 1983
BS
Jose Rasco's Lehman Brothers Experience 1989 - 1994
Job Managing Director, Head of Investment Strategy, HSBC Private Bank Americas
Industry Financial Services
Experience
HSBC Private Bank November 2010 - Present
Impact Investments, LLC May 2009 - February 2012
Merrill Lynch August 2004 - May 2009
Lehman Brothers 1989 - 1994
EF Hutton 1986 - 1987
Skills
Asset Allocation, Investment Strategies, Series 7, Equities, Investments, Alternative Investments, Asset Management, Banking, Bloomberg, Bonds, Derivatives, Capital Markets, Emerging Markets, Equity Research, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Portfolio Management, Private Banking, Private Equity, Structured Products, Valuation, Investment Management, Mutual Funds, Securities, Series 63, Trading, Options, Wealth Management, Wealth Management..., Alternative Investment...
Education
Long Island University, C.W. Post Campus
BS, Economics
HSBC Private Bank November 2010 - Present
Impact Investments, LLC May 2009 - February 2012
Merrill Lynch August 2004 - May 2009
Lehman Brothers 1989 - 1994
EF Hutton 1986 - 1987
Skills
Asset Allocation, Investment Strategies, Series 7, Equities, Investments, Alternative Investments, Asset Management, Banking, Bloomberg, Bonds, Derivatives, Capital Markets, Emerging Markets, Equity Research, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Portfolio Management, Private Banking, Private Equity, Structured Products, Valuation, Investment Management, Mutual Funds, Securities, Series 63, Trading, Options, Wealth Management, Wealth Management..., Alternative Investment...
Education
Long Island University, C.W. Post Campus
BS, Economics
Kevin Webb, CFA's Lehman Brothers Experience May 1995 - December 1996
Job Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald February 2009 - Present
Stanford Group Company December 1996 - February 2009
Lehman Brothers May 1995 - December 1996
Skills
Asset Management, Bonds, Equities, Financial Analysis, Fixed Income, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Quantitative Analytics, Risk Management, Series 7, Valuation
Education
Louisiana Tech University 1992 — 1995
MBA, Quantitative Analysis
Louisiana Tech University 1987 — 1992
BS, MIS
Louisiana Tech University 1987 — 1992
BS, Finance
Cantor Fitzgerald February 2009 - Present
Stanford Group Company December 1996 - February 2009
Lehman Brothers May 1995 - December 1996
Skills
Asset Management, Bonds, Equities, Financial Analysis, Fixed Income, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Quantitative Analytics, Risk Management, Series 7, Valuation
Education
Louisiana Tech University 1992 — 1995
MBA, Quantitative Analysis
Louisiana Tech University 1987 — 1992
BS, MIS
Louisiana Tech University 1987 — 1992
BS, Finance
Chris Adames's Lehman Brothers Experience October 1983 - December 2008
Job Food & Beverages Professional
Industry Food & Beverages
Experience
Lehman Brothers October 1983 - December 2008
Education
The Culinary Institute of America 1992 — 1992
Certificate, Focus on Management
Long Island University, Southampton Campus
European History
Lehman Brothers October 1983 - December 2008
Education
The Culinary Institute of America 1992 — 1992
Certificate, Focus on Management
Long Island University, Southampton Campus
European History
Stephan Bey's Lehman Brothers Experience August 1996 - April 2007
Job Principal at Bingley Capital
Industry Venture Capital & Private Equity
Experience
Bingley Capital October 2008 - Present
Lehman Brothers August 1996 - April 2007
TSUBAKI OF CANADA April 1993 - August 1994
Deloitte September 1990 - April 1993
Skills
Private Equity, Valuation, LBO, Venture Capital, Capital Markets, Investment Banking, Corporate Development
Education
London Business School 1994 — 1996
MBA
Wilfrid Laurier University 1986 — 1990
BBA, Business
Bingley Capital October 2008 - Present
Lehman Brothers August 1996 - April 2007
TSUBAKI OF CANADA April 1993 - August 1994
Deloitte September 1990 - April 1993
Skills
Private Equity, Valuation, LBO, Venture Capital, Capital Markets, Investment Banking, Corporate Development
Education
London Business School 1994 — 1996
MBA
Wilfrid Laurier University 1986 — 1990
BBA, Business
Caitlin Coghlan, Ed.M., M.A.'s Lehman Brothers Experience October 2007 - January 2009
Job New York State Certified School Psychologist
Industry Mental Health Care
Experience
The Bronxville School September 2014 - June 2015
Brooklyn Learning Center, LLC January 2014 - June 2015
Xavier High School September 2013 - June 2014
Anchorage Capital Group, L.L.C. June 2011 - August 2012
Anchorage Capital Group, L.L.C. July 2010 - June 2011
Dream Team Baby, LLC January 2009 - February 2010
Lehman Brothers October 2007 - January 2009
Education
Teachers College of Columbia University 2012 — 2015
Master of Education (M.Ed.), Master of Arts (MA), School Psychology
Loyola University Maryland 2003 — 2007
Bachelor of Arts (B.A.), Psychology
The Bronxville School September 2014 - June 2015
Brooklyn Learning Center, LLC January 2014 - June 2015
Xavier High School September 2013 - June 2014
Anchorage Capital Group, L.L.C. June 2011 - August 2012
Anchorage Capital Group, L.L.C. July 2010 - June 2011
Dream Team Baby, LLC January 2009 - February 2010
Lehman Brothers October 2007 - January 2009
Education
Teachers College of Columbia University 2012 — 2015
Master of Education (M.Ed.), Master of Arts (MA), School Psychology
Loyola University Maryland 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Molly Franzone's Lehman Brothers Experience February 2005 - September 2008
Job Executive Assistant at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable June 2015 - Present
Barclays Capital February 2008 - April 2015
Lehman Brothers February 2005 - September 2008
Lucky Duck Productions September 2000 - August 2004
Skills
PowerPoint, Final Cut Pro, Microsoft Office, Video Production, Photoshop, Microsoft Excel, Research, Market Research, Television, Teaching, CRM, Public Speaking, Management, Editing, Human Resources, Customer Service, Leadership, Social Networking, Outlook, Event Management, Event Planning, Blogging, Social Media
Education
Loyola College in Maryland 1994 — 1995
Master's degree, Education with emphasis in Montessori
Wells College 1989 — 1993
Bachelors, American Studies
Comcast Cable June 2015 - Present
Barclays Capital February 2008 - April 2015
Lehman Brothers February 2005 - September 2008
Lucky Duck Productions September 2000 - August 2004
Skills
PowerPoint, Final Cut Pro, Microsoft Office, Video Production, Photoshop, Microsoft Excel, Research, Market Research, Television, Teaching, CRM, Public Speaking, Management, Editing, Human Resources, Customer Service, Leadership, Social Networking, Outlook, Event Management, Event Planning, Blogging, Social Media
Education
Loyola College in Maryland 1994 — 1995
Master's degree, Education with emphasis in Montessori
Wells College 1989 — 1993
Bachelors, American Studies
Donald McKnight's Lehman Brothers Experience April 2006 - October 2010
Job Senior Consultant at Advantage Resourcing
Industry Real Estate
Experience
Advantage Resourcing June 2013 - Present
OWM Vernon LLC March 2011 - June 2013
Lehman Brothers April 2006 - October 2010
Colin Service System 2001 - 2004
OneSource 1993 - 2000
Skills
Due Diligence, Facilities Management, Asset Managment, Disposition, Corporate Real Estate
Education
LIU Post
BA, C.W. Post
Advantage Resourcing June 2013 - Present
OWM Vernon LLC March 2011 - June 2013
Lehman Brothers April 2006 - October 2010
Colin Service System 2001 - 2004
OneSource 1993 - 2000
Skills
Due Diligence, Facilities Management, Asset Managment, Disposition, Corporate Real Estate
Education
LIU Post
BA, C.W. Post
Stephenie Rice's Lehman Brothers Experience August 2007 - December 2007
Job The Blind Barber
Industry Hospitality
Experience
The Blind Barber July 2012 - Present
Protiviti January 2012 - June 2012
Polaris Management Partners January 2011 - April 2011
Ernst & Young LLP January 2008 - October 2010
Lehman Brothers August 2007 - December 2007
Lehman Brothers June 2006 - August 2007
Ernst & Young LLP August 2005 - June 2006
Merrill Lynch, Private Wealth Management June 2003 - August 2004
NYU Medical Center May 1999 - August 2002
Skills
Recruiting, Human Resources, Sourcing, Program Management, Employee Relations, Interviews, Training
Education
Lehigh University 2001 — 2005
B.S., Accounting
Lehigh University - College of Business and Economics 2001 — 2005
B.S., Accounting
The Blind Barber July 2012 - Present
Protiviti January 2012 - June 2012
Polaris Management Partners January 2011 - April 2011
Ernst & Young LLP January 2008 - October 2010
Lehman Brothers August 2007 - December 2007
Lehman Brothers June 2006 - August 2007
Ernst & Young LLP August 2005 - June 2006
Merrill Lynch, Private Wealth Management June 2003 - August 2004
NYU Medical Center May 1999 - August 2002
Skills
Recruiting, Human Resources, Sourcing, Program Management, Employee Relations, Interviews, Training
Education
Lehigh University 2001 — 2005
B.S., Accounting
Lehigh University - College of Business and Economics 2001 — 2005
B.S., Accounting
Tripp Handke's Lehman Brothers Experience January 2007 - March 2008
Job Analyst at Tricadia Capital LLC
Industry Financial Services
Experience
Tricadia Capital LLC June 2010 - Present
Mariner Investment Group July 2008 - June 2010
Lehman Brothers January 2007 - March 2008
Education
Lehigh University 2001 — 2005
B.S., Finance
Lehigh University - College of Business and Economics 2001 — 2005
B.S., Finance
Tricadia Capital LLC June 2010 - Present
Mariner Investment Group July 2008 - June 2010
Lehman Brothers January 2007 - March 2008
Education
Lehigh University 2001 — 2005
B.S., Finance
Lehigh University - College of Business and Economics 2001 — 2005
B.S., Finance
Jessica (Glass) Scarpelli's Lehman Brothers Experience September 2003 - November 2004
Job Taking some time off to raise my son
Industry Financial Services
Experience
Stay at Home Mom December 2013 - Present
Deutsche Bank November 2010 - December 2013
Deutsche Bank November 2008 - November 2010
UBS Investment Bank November 2004 - November 2008
Lehman Brothers September 2003 - November 2004
Skills
CRM, Equities, Financial Services, Valuation, Investment Banking, Trading
Education
Lehigh University - College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Finance
Stay at Home Mom December 2013 - Present
Deutsche Bank November 2010 - December 2013
Deutsche Bank November 2008 - November 2010
UBS Investment Bank November 2004 - November 2008
Lehman Brothers September 2003 - November 2004
Skills
CRM, Equities, Financial Services, Valuation, Investment Banking, Trading
Education
Lehigh University - College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Finance
Chaitan Kanungo's Lehman Brothers Experience June 2006 - June 2008
Job Global Core Payments PayPal
Industry Financial Services
Experience
PayPal May 2014 - Present
Lehman Brothers / Nomura August 2008 - July 2012
Lehman Brothers June 2006 - June 2008
Skills
Strategy, Emerging Markets, Business Development, Valuation, Corporate Finance, Financial Modeling, Investment Banking, Start-ups, Due Diligence, Financial Analysis, Management, Mergers & Acquisitions, Private Equity, Capital Markets, Entrepreneurship, Payments, Public Speaking
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
London Business School 2013 — 2013
MBA Exchange Program
New York University - Leonard N. Stern School of Business 2002 — 2006
BS, Finance, Accounting
Marlboro High School 1998 — 2002
PayPal May 2014 - Present
Lehman Brothers / Nomura August 2008 - July 2012
Lehman Brothers June 2006 - June 2008
Skills
Strategy, Emerging Markets, Business Development, Valuation, Corporate Finance, Financial Modeling, Investment Banking, Start-ups, Due Diligence, Financial Analysis, Management, Mergers & Acquisitions, Private Equity, Capital Markets, Entrepreneurship, Payments, Public Speaking
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
London Business School 2013 — 2013
MBA Exchange Program
New York University - Leonard N. Stern School of Business 2002 — 2006
BS, Finance, Accounting
Marlboro High School 1998 — 2002
Nancy Denig's Lehman Brothers Experience 1994 - 2008
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 1994 - 2008
Education
Long Island University, Southampton Campus 1986 — 1990
BS, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers 1994 - 2008
Education
Long Island University, Southampton Campus 1986 — 1990
BS, Accounting
Kristie Wong's Lehman Brothers Experience 2003 - 2008
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 2003 - 2008
Goldman Sachs 1998 - 2003
KPMG 1994 - 1998
Education
Lehigh University - College of Business and Economics
BS, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers 2003 - 2008
Goldman Sachs 1998 - 2003
KPMG 1994 - 1998
Education
Lehigh University - College of Business and Economics
BS, Accounting
Nakhonethong Rasavongseuk's Lehman Brothers Experience 2000 - 2000
Job Librarian at EDMC
Industry Education Management
Experience
Brown Mackie College April 2009 - Present
Brown Mackie College 2009 - Present
Nassau library System April 2003 - December 2005
Lehman Brothers 2000 - 2000
Education
Pratt Institute 1998 — 2000
MS LoS, Library Science
LIU Post 1993 — 1996
MBA, Management Information Systems
LIU Post 1990 — 1993
Bachelors of Science, Marketing
Brown Mackie College April 2009 - Present
Brown Mackie College 2009 - Present
Nassau library System April 2003 - December 2005
Lehman Brothers 2000 - 2000
Education
Pratt Institute 1998 — 2000
MS LoS, Library Science
LIU Post 1993 — 1996
MBA, Management Information Systems
LIU Post 1990 — 1993
Bachelors of Science, Marketing
Edward Okonkwo's Lehman Brothers Experience May 2007 - October 2008
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citigroup January 2014 - Present
Citigroup October 2008 - January 2014
Lehman Brothers May 2007 - October 2008
Inner Temple November 2005 - May 2007
Skills
Financial Accounting, Business Process Design, Cost Management and..., Managerial Finance, Banking, Financial Reporting, Financial Analysis, Equities, Accounting, Business Analysis, Project Management, Financial Services, Risk Management, Analysis, Financial Risk, Investment Banking, Financial Modeling, Finance, Capital Markets, Strategic Financial..., Corporate Finance, Derivatives, Financial Planning
Education
City University London 2005 — 2007
Post Graduate Diploma, Business Systems Analysis and Design
Association of Chartered Certified Accountants 2004 — 2005
London South Bank University 2001 — 2004
Bachelor's degree, Accounting
Citigroup January 2014 - Present
Citigroup October 2008 - January 2014
Lehman Brothers May 2007 - October 2008
Inner Temple November 2005 - May 2007
Skills
Financial Accounting, Business Process Design, Cost Management and..., Managerial Finance, Banking, Financial Reporting, Financial Analysis, Equities, Accounting, Business Analysis, Project Management, Financial Services, Risk Management, Analysis, Financial Risk, Investment Banking, Financial Modeling, Finance, Capital Markets, Strategic Financial..., Corporate Finance, Derivatives, Financial Planning
Education
City University London 2005 — 2007
Post Graduate Diploma, Business Systems Analysis and Design
Association of Chartered Certified Accountants 2004 — 2005
London South Bank University 2001 — 2004
Bachelor's degree, Accounting
Jim McGinley's Lehman Brothers Experience February 2007 - October 2008
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2010 - Present
Barclays October 2008 - June 2010
Lehman Brothers February 2007 - October 2008
BlackRock September 1998 - February 2007
Prudential Securities June 1992 - September 1998
Skills
Capital Markets, Investment Banking, Equities, Portfolio Management, Fixed Income, Municipal Bonds, Alternative Investments, Asset Management, Investments, Risk Management, Derivatives, Hedge Funds, Bonds, Bloomberg, Series 7, Series 63
Education
Rutgers Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Lehigh University - College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
Jefferies & Company June 2010 - Present
Barclays October 2008 - June 2010
Lehman Brothers February 2007 - October 2008
BlackRock September 1998 - February 2007
Prudential Securities June 1992 - September 1998
Skills
Capital Markets, Investment Banking, Equities, Portfolio Management, Fixed Income, Municipal Bonds, Alternative Investments, Asset Management, Investments, Risk Management, Derivatives, Hedge Funds, Bonds, Bloomberg, Series 7, Series 63
Education
Rutgers Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Lehigh University - College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
Kevin Hubbell's Lehman Brothers Experience 1990 - 1995
Job partner at Bear Brokerage
Industry Capital Markets
Experience
River Rock Development LLC 2005 - Present
Bear Brokerage 1997 - Present
RBI Options 1995 - 1997
Lehman Brothers 1990 - 1995
Skills
Derivatives, Financial Modeling, Hedge Funds, Currency, Asset Management, Strategic Planning, Options
Education
University of Illinois at Chicago 1995 — 1998
Master of Education (M.Ed.), History
Loyola University of Chicago 1986 — 1990
Bachelor of Business Administration (BBA), Economics
River Rock Development LLC 2005 - Present
Bear Brokerage 1997 - Present
RBI Options 1995 - 1997
Lehman Brothers 1990 - 1995
Skills
Derivatives, Financial Modeling, Hedge Funds, Currency, Asset Management, Strategic Planning, Options
Education
University of Illinois at Chicago 1995 — 1998
Master of Education (M.Ed.), History
Loyola University of Chicago 1986 — 1990
Bachelor of Business Administration (BBA), Economics
JOHN TIBBS's Lehman Brothers Experience June 1985 - May 1994
Job Senior Consultant at Luna flooring
Industry Investment Management
Experience
Luna flooring April 2014 - Present
New York Life Insurance Company April 2012 - August 2013
WUNDERLICH SECURITIES May 2011 - December 2011
Vining Sparks, IBG July 2008 - February 2010
William Blair and Company April 2005 - February 2008
BELLE HAVEN INVESTMENTS May 1996 - April 2005
Rodman & Renshaw May 1994 - May 1996
Lehman Brothers June 1985 - May 1994
Skills
Bonds, Investments, Fixed Income, Securities, Series 7, Insurance, Investment Banking, Strategic Financial..., Management, Employee Benefits, Series 63, Life Insurance, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Sales, Financial Planning, Finance
Education
INVESTMENT BANKING INSTITUTE 2011 — 2011
INVESTMENT BANKER, banking
Loyola University Chicago 1980 — 1984
B.A., POLITICAL SCIENCE
Luna flooring April 2014 - Present
New York Life Insurance Company April 2012 - August 2013
WUNDERLICH SECURITIES May 2011 - December 2011
Vining Sparks, IBG July 2008 - February 2010
William Blair and Company April 2005 - February 2008
BELLE HAVEN INVESTMENTS May 1996 - April 2005
Rodman & Renshaw May 1994 - May 1996
Lehman Brothers June 1985 - May 1994
Skills
Bonds, Investments, Fixed Income, Securities, Series 7, Insurance, Investment Banking, Strategic Financial..., Management, Employee Benefits, Series 63, Life Insurance, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Sales, Financial Planning, Finance
Education
INVESTMENT BANKING INSTITUTE 2011 — 2011
INVESTMENT BANKER, banking
Loyola University Chicago 1980 — 1984
B.A., POLITICAL SCIENCE
William Hope's Lehman Brothers Experience January 1994 - January 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Barclays Capital September 2008 - October 2010
Lehman Brothers January 1994 - January 2008
Skills
Middle Office, Back Office, Equities, Fixed Income, Bonds, Capital Markets, Prime Brokerage, Investment Banking, Securities, Bloomberg, Hedge Funds, Trading, Swaps, Derivatives, Credit Derivatives, Asset Management
Education
LIU Brooklyn
BA, Economics
Long Island University
Barclays Capital September 2008 - October 2010
Lehman Brothers January 1994 - January 2008
Skills
Middle Office, Back Office, Equities, Fixed Income, Bonds, Capital Markets, Prime Brokerage, Investment Banking, Securities, Bloomberg, Hedge Funds, Trading, Swaps, Derivatives, Credit Derivatives, Asset Management
Education
LIU Brooklyn
BA, Economics
Long Island University
Patrick Frayne's Lehman Brothers Experience July 2001 - May 2008
Job Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock May 2009 - Present
R3 Capital Group May 2008 - May 2009
Lehman Brothers July 2001 - May 2008
Education
Loyola College in Maryland 1997 — 2001
BA, Economics
BlackRock May 2009 - Present
R3 Capital Group May 2008 - May 2009
Lehman Brothers July 2001 - May 2008
Education
Loyola College in Maryland 1997 — 2001
BA, Economics
Ileana Rancano Nunez's Lehman Brothers Experience 2006 - 2009
Job Strategic Sourcing
Industry Financial Services
Experience
Financial services industry June 2014 - Present
Moody's Corporation 2010 - June 2014
The Estée Lauder Companies Inc. 2009 - 2010
Lehman Brothers 2006 - 2009
The College Board 2002 - 2005
Globecomm Systems Inc. 2000 - 2002
Skills
Strategic Sourcing, Vendor Management, Risk Management, Sourcing, Contract Negotiation, Process Improvement, Commodity, Negotiation, Relationship Management, Cross-functional Team..., Business Process..., Strategy, Outsourcing, Global Sourcing, Supply Management, Contract Management
Education
Long Island University, C.W. Post Campus
Bachelor of Arts (BA), Criminal Justice
Long Island University, C.W. Post Campus
Certificate, Paralegal Studies
NYU SCPS
Certificate, International Business & Finance
Financial services industry June 2014 - Present
Moody's Corporation 2010 - June 2014
The Estée Lauder Companies Inc. 2009 - 2010
Lehman Brothers 2006 - 2009
The College Board 2002 - 2005
Globecomm Systems Inc. 2000 - 2002
Skills
Strategic Sourcing, Vendor Management, Risk Management, Sourcing, Contract Negotiation, Process Improvement, Commodity, Negotiation, Relationship Management, Cross-functional Team..., Business Process..., Strategy, Outsourcing, Global Sourcing, Supply Management, Contract Management
Education
Long Island University, C.W. Post Campus
Bachelor of Arts (BA), Criminal Justice
Long Island University, C.W. Post Campus
Certificate, Paralegal Studies
NYU SCPS
Certificate, International Business & Finance
Evan Weinstein's Lehman Brothers Experience 2004 - 2006
Job Senior Vice President at CI Capital Partners
Industry Financial Services
Experience
CI Capital Partners 2006 - Present
Lehman Brothers 2004 - 2006
Education
Longwood University
CI Capital Partners 2006 - Present
Lehman Brothers 2004 - 2006
Education
Longwood University
Carl Malfitano's Lehman Brothers Experience January 2005 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. 2010 - 2011
Barclays Capital September 2008 - April 2010
Lehman Brothers January 2005 - September 2008
Lehman Brothers January 2005 - April 2008
Lehman Brothers January 2003 - January 2004
Lehman Brothers January 1999 - December 2002
Lehman Brothers January 1997 - December 1999
Skills
Microsoft Office, ADP Payroll, Microsoft Excel, Microsoft Word, Fixed Income, Securities, Analysis, Derivatives, FX Options, Accounting, Equities, Account Reconciliation, Settlement, Investments, CDS, Valuation, Management, Auditing, Trading, Prime Brokerage, Capital Markets, Bloomberg, Options, Swaps, Interest Rate..., Equity Derivatives, Credit Derivatives, Structured Products, Middle Office
Education
St. Francis College 1972 — 1976
Bachelor's degree, Business Administration and Management, General
Long Island University, Brooklyn Campus
Master of Business Administration (M.B.A.), Finance, General
Lehman Brothers Holdings Inc. 2010 - 2011
Barclays Capital September 2008 - April 2010
Lehman Brothers January 2005 - September 2008
Lehman Brothers January 2005 - April 2008
Lehman Brothers January 2003 - January 2004
Lehman Brothers January 1999 - December 2002
Lehman Brothers January 1997 - December 1999
Skills
Microsoft Office, ADP Payroll, Microsoft Excel, Microsoft Word, Fixed Income, Securities, Analysis, Derivatives, FX Options, Accounting, Equities, Account Reconciliation, Settlement, Investments, CDS, Valuation, Management, Auditing, Trading, Prime Brokerage, Capital Markets, Bloomberg, Options, Swaps, Interest Rate..., Equity Derivatives, Credit Derivatives, Structured Products, Middle Office
Education
St. Francis College 1972 — 1976
Bachelor's degree, Business Administration and Management, General
Long Island University, Brooklyn Campus
Master of Business Administration (M.B.A.), Finance, General
Ellen P. McCorkle's Lehman Brothers Experience 1994 - 1995
Job Operations and Controls Consultant
Industry Financial Services
Experience
The Prudential Insurance Company of America, Newark, NJ 2011 - Present
MetLife Insurance Company 2005 - 2011
Allstate Financial Services, LLC 2003 - 2005
Allstate Financial Services, LLC 2001 - 2003
Emplifi Consulting Company 2000 - 2001
Axis Securities, LLC 1997 - 1998
Lehman Brothers 1994 - 1995
Invest Financial Services 1991 - 1994
Skills
Financial Services, Investments, Securities, Employee Benefits, Insurance, Internal Controls, Finance, Risk Management, Financial Risk, Process Improvement
Education
Lipscomb University
The Prudential Insurance Company of America, Newark, NJ 2011 - Present
MetLife Insurance Company 2005 - 2011
Allstate Financial Services, LLC 2003 - 2005
Allstate Financial Services, LLC 2001 - 2003
Emplifi Consulting Company 2000 - 2001
Axis Securities, LLC 1997 - 1998
Lehman Brothers 1994 - 1995
Invest Financial Services 1991 - 1994
Skills
Financial Services, Investments, Securities, Employee Benefits, Insurance, Internal Controls, Finance, Risk Management, Financial Risk, Process Improvement
Education
Lipscomb University
Glenn Jahrsdoerfer's Lehman Brothers Experience October 1999 - April 2005
Job Safe Banking Systems
Industry Computer Software
Experience
Safe Banking Systems September 2012 - Present
Pershing May 2007 - August 2012
Citi April 2005 - April 2007
Lehman Brothers October 1999 - April 2005
Skills
AML, Risk Management, Private Investigations, KYC, Securities, Project Management, Financial Risk, Series 7
Education
Long Island University, C.W. Post Campus
Master of Library & Information Science (MLIS)
Safe Banking Systems September 2012 - Present
Pershing May 2007 - August 2012
Citi April 2005 - April 2007
Lehman Brothers October 1999 - April 2005
Skills
AML, Risk Management, Private Investigations, KYC, Securities, Project Management, Financial Risk, Series 7
Education
Long Island University, C.W. Post Campus
Master of Library & Information Science (MLIS)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS