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
Chand Sooran Chand Sooran's Lehman Brothers Experience August 2001 - August 2006
Job Investor and entrepreneur
Industry Investment Management
Experience
American Prison Data Systems, PBC January 2015 - Present
Point Frederick Capital Management, LLC August 2012 - Present
CQS April 2009 - May 2012
Columbus Hill Capital Management September 2006 - March 2008
Lehman Brothers August 2001 - August 2006
Skills
Hedge Funds, Investments, Risk Management, Principal Investing, High Yield, Special Situations, Event Driven, Equities, Fixed Income, Venture Capital, Derivatives, Portfolio Management, Financial Modeling, Options, Valuation, FX Options, Mutual Funds, Financial Services, Finance, Trading, Financial Risk, Capital Markets, Restructuring, Private Equity, Emerging Markets, Bloomberg, Alternative Investments, Fund Of Funds, Investment Banking, Asset Management, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Financial Engineering Track
Queen's University at Kingston 1988 — 1990
MA, Economics
Royal Military College of Canada/Collège militaire royal du Canada 1984 — 1988
BA (Hons), Economics & Politics
University of Toronto Schools 1978 — 1984
Ontario Secondary School Honours Graduation Diploma
American Prison Data Systems, PBC January 2015 - Present
Point Frederick Capital Management, LLC August 2012 - Present
CQS April 2009 - May 2012
Columbus Hill Capital Management September 2006 - March 2008
Lehman Brothers August 2001 - August 2006
Skills
Hedge Funds, Investments, Risk Management, Principal Investing, High Yield, Special Situations, Event Driven, Equities, Fixed Income, Venture Capital, Derivatives, Portfolio Management, Financial Modeling, Options, Valuation, FX Options, Mutual Funds, Financial Services, Finance, Trading, Financial Risk, Capital Markets, Restructuring, Private Equity, Emerging Markets, Bloomberg, Alternative Investments, Fund Of Funds, Investment Banking, Asset Management, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Financial Engineering Track
Queen's University at Kingston 1988 — 1990
MA, Economics
Royal Military College of Canada/Collège militaire royal du Canada 1984 — 1988
BA (Hons), Economics & Politics
University of Toronto Schools 1978 — 1984
Ontario Secondary School Honours Graduation Diploma
Tracy Kim Tracy Kim's Lehman Brothers Experience January 2000 - January 2003
Job Vice President, Media and Entertainment
Industry Entertainment
Experience
QuickPlay Media October 2014 - Present
CJ E&M July 2012 - February 2014
NBC Universal April 2010 - June 2012
McKinsey & Company December 2006 - March 2010
Microsoft Corporation June 2005 - August 2005
Sempra Energy March 2003 - April 2004
Lehman Brothers January 2000 - January 2003
Skills
Korean, Business Strategy, Strategy, Cross-functional Team..., Operational Strategy, Corporate Development, Business Development, Digital Strategy, Product Management, Management Consulting, Analytics
Education
MIT Sloan School of Management 2004 — 2006
MBA, Business Administration
Smith College 1996 — 2000
Bachelor of Arts, Economics and East Asian Studies
USDHS
QuickPlay Media October 2014 - Present
CJ E&M July 2012 - February 2014
NBC Universal April 2010 - June 2012
McKinsey & Company December 2006 - March 2010
Microsoft Corporation June 2005 - August 2005
Sempra Energy March 2003 - April 2004
Lehman Brothers January 2000 - January 2003
Skills
Korean, Business Strategy, Strategy, Cross-functional Team..., Operational Strategy, Corporate Development, Business Development, Digital Strategy, Product Management, Management Consulting, Analytics
Education
MIT Sloan School of Management 2004 — 2006
MBA, Business Administration
Smith College 1996 — 2000
Bachelor of Arts, Economics and East Asian Studies
USDHS
Becky Wilcox, CFA, FRM's Lehman Brothers Experience June 2000 - August 2000
Job Director of Portfolio Management at Rainier Group Investment Advisory
Industry Investment Management
Experience
The Rainier Group April 2014 - Present
Freestone Capital Management June 2002 - April 2014
GE Financial Assurance June 2001 - April 2002
Lehman Brothers June 2000 - August 2000
Oliff & Berridge, PLC May 1998 - May 1999
Oliff & Berridge, PLC September 1997 - May 1998
Wells Fargo Advisors March 1996 - September 1997
Greenblum & Bernstein May 1993 - March 1996
Skills
Fixed Income, Investments, Financial Analysis, Due Diligence, Analysis, Cash Management, German, Hedge Funds, Valuation, Financial Modeling, Mutual Funds, Equities, Fundamental Analysis, DCF, Bloomberg, Asset Managment, Portfolio Management, Alternative Investments, Capital Markets, Derivatives, Wealth Management, Series 7, Investment Advisory, Asset Allocation
Education
University of Washington, Michael G. Foster School of Business 1999 — 2001
MBA, Finance
McGill University 1987 — 1990
Bachelors of Arts, Humanistic Studies
The Rainier Group April 2014 - Present
Freestone Capital Management June 2002 - April 2014
GE Financial Assurance June 2001 - April 2002
Lehman Brothers June 2000 - August 2000
Oliff & Berridge, PLC May 1998 - May 1999
Oliff & Berridge, PLC September 1997 - May 1998
Wells Fargo Advisors March 1996 - September 1997
Greenblum & Bernstein May 1993 - March 1996
Skills
Fixed Income, Investments, Financial Analysis, Due Diligence, Analysis, Cash Management, German, Hedge Funds, Valuation, Financial Modeling, Mutual Funds, Equities, Fundamental Analysis, DCF, Bloomberg, Asset Managment, Portfolio Management, Alternative Investments, Capital Markets, Derivatives, Wealth Management, Series 7, Investment Advisory, Asset Allocation
Education
University of Washington, Michael G. Foster School of Business 1999 — 2001
MBA, Finance
McGill University 1987 — 1990
Bachelors of Arts, Humanistic Studies
Brian Halbeisen Brian Halbeisen's Lehman Brothers Experience August 2004 - May 2007
Job Senior Vice President / SLO
Industry Financial Services
Experience
Lehman Brothers Commercial Bank May 2007 - Present
Lehman Brothers August 2004 - May 2007
Lehman Brothers July 2000 - August 2004
Skills
Loans, Credit Risk, Credit Analysis, Leveraged Finance, Underwriting, Commercial Banking, Commercial Lending, Commercial Real Estate, Syndications, Consumer Lending, Asset Based Lending, Real Estate Lending, Mortgage Lending, Small Business Lending, Team Leadership, Project Management, Regulatory Affairs, Credit Scoring, Lines Of Credit, Financial Analysis, Financial Modeling, Portfolio Management, Credit, Banking, Finance, Structured Finance
Education
Metropolitan State University of Denver 1992 — 1996
BS, Business
Lehman Brothers Commercial Bank May 2007 - Present
Lehman Brothers August 2004 - May 2007
Lehman Brothers July 2000 - August 2004
Skills
Loans, Credit Risk, Credit Analysis, Leveraged Finance, Underwriting, Commercial Banking, Commercial Lending, Commercial Real Estate, Syndications, Consumer Lending, Asset Based Lending, Real Estate Lending, Mortgage Lending, Small Business Lending, Team Leadership, Project Management, Regulatory Affairs, Credit Scoring, Lines Of Credit, Financial Analysis, Financial Modeling, Portfolio Management, Credit, Banking, Finance, Structured Finance
Education
Metropolitan State University of Denver 1992 — 1996
BS, Business
Mitchell Sabshon Mitchell Sabshon's Lehman Brothers Experience 1991 - 1997
Job Chief Executive Officer at Inland Real Estate Investment Corporation
Industry Real Estate
Experience
Inland Real Estate Investment Corporation August 2013 - Present
Cole Real Estate Investments November 2010 - June 2013
EndPoint Financial LLC June 2008 - November 2010
GFI Capital Resources Group May 2007 - June 2008
Goldman, Sachs & Co. 2004 - 2007
Morgan Stanley Investment Management 2002 - 2004
Goldman, Sachs & Co. 2001 - 2002
Goldman Sachs & Co. 1997 - 2001
Lehman Brothers 1991 - 1997
Skadden Arps 1985 - 1991
Skills
Asset Managment, Investment Banking, Real Estate, Asset Management, Portfolio Management, Structured Finance, Investments, Corporate Finance, Mergers & Acquisitions, Loans, Finance, Real Estate Development, Commercial Real Estate, Credit, Equities, Hedge Funds, Investment Properties, Underwriting, Commercial Mortgages, Financial Services, Brokerage
Education
Hofstra University School of Law 1980 — 1983
JD, Law
The George Washington University 1970 — 1974
BA, Psychology
Inland Real Estate Investment Corporation August 2013 - Present
Cole Real Estate Investments November 2010 - June 2013
EndPoint Financial LLC June 2008 - November 2010
GFI Capital Resources Group May 2007 - June 2008
Goldman, Sachs & Co. 2004 - 2007
Morgan Stanley Investment Management 2002 - 2004
Goldman, Sachs & Co. 2001 - 2002
Goldman Sachs & Co. 1997 - 2001
Lehman Brothers 1991 - 1997
Skadden Arps 1985 - 1991
Skills
Asset Managment, Investment Banking, Real Estate, Asset Management, Portfolio Management, Structured Finance, Investments, Corporate Finance, Mergers & Acquisitions, Loans, Finance, Real Estate Development, Commercial Real Estate, Credit, Equities, Hedge Funds, Investment Properties, Underwriting, Commercial Mortgages, Financial Services, Brokerage
Education
Hofstra University School of Law 1980 — 1983
JD, Law
The George Washington University 1970 — 1974
BA, Psychology
Ken Burd Ken Burd's Lehman Brothers Experience February 2006 - August 2007
Job Real Estate and Finance Professional
Industry Commercial Real Estate
Experience
Vesta Partners, Inc. January 2013 - Present
Alvarez & Marsal March 2008 - March 2010
Lehman Brothers February 2006 - August 2007
Capital Services Group July 2002 - January 2006
PricewaterhouseCoopers September 1999 - December 2001
Skills
Real Estate, Real Estate Private..., Real Estate Economics, Asset Managment, Due Diligence, Investments, Asset Management, Real Estate Development, Real Estate Transactions, Financial Modeling, Commercial Real Estate, Investment Properties, Valuation, Private Equity, Mergers & Acquisitions, Real Estate Financing, Loan Origination, Appraisals, Leases, Corporate Real Estate, Financial Structuring, Brokerage, Property Management, Loans, Portfolio Management
Education
Metropolitan State College of Denver 1975 — 1978
BA, Magna Cum Laude, English
Vesta Partners, Inc. January 2013 - Present
Alvarez & Marsal March 2008 - March 2010
Lehman Brothers February 2006 - August 2007
Capital Services Group July 2002 - January 2006
PricewaterhouseCoopers September 1999 - December 2001
Skills
Real Estate, Real Estate Private..., Real Estate Economics, Asset Managment, Due Diligence, Investments, Asset Management, Real Estate Development, Real Estate Transactions, Financial Modeling, Commercial Real Estate, Investment Properties, Valuation, Private Equity, Mergers & Acquisitions, Real Estate Financing, Loan Origination, Appraisals, Leases, Corporate Real Estate, Financial Structuring, Brokerage, Property Management, Loans, Portfolio Management
Education
Metropolitan State College of Denver 1975 — 1978
BA, Magna Cum Laude, English
Glenn Miles Glenn Miles's Lehman Brothers Experience 2006 - 2008
Job Innovative Finance Executive & Business Partner | Results thru Building Rapport, Making Numbers Talk & Pioneering Change
Industry Pharmaceuticals
Experience
Pfizer 2009 - 2013
Lehman Brothers 2006 - 2008
AT&T Mobility (formerly Cingular Wireless / BellSouth Mobility) 1994 - 2006
Grant Thornton 1991 - 1994
Aldridge, Borden & Company 1987 - 1991
Skills
Finance, Budgets, Relationship Management, Leadership, Management, Entrepreneurship, Accountability, Financial Analysis, Mergers, Forecasting, Financial Modeling, Risk Management, Acquisition Integration, Strategic Planning, Financial Reporting, Process Improvement, Due Diligence, Vendor Management, Performance Reviews, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Managerial Finance, Auditing, Accounting, Analysis, Corporate Finance, Strategic Financial..., Financial Audits, Management Consulting, Executive Management, Restructuring, Strategy, Cross-functional Team..., Internal Audit, SAP, Outsourcing, Budgeting, Cash Flow, Business Strategy, US GAAP, Training, Change Management, Financial Services, Consolidation, Business Process..., Business Planning, Business Analysis, Team Building, Financial Accounting
Education
University of Alabama 1983 — 1987
Bachelor, Major-Accounting; Minor-Computer Science
Mercer University - Stetson School of Business and Economics 1998 — 2000
MBA, Business-Corporate Sponsored
Pfizer 2009 - 2013
Lehman Brothers 2006 - 2008
AT&T Mobility (formerly Cingular Wireless / BellSouth Mobility) 1994 - 2006
Grant Thornton 1991 - 1994
Aldridge, Borden & Company 1987 - 1991
Skills
Finance, Budgets, Relationship Management, Leadership, Management, Entrepreneurship, Accountability, Financial Analysis, Mergers, Forecasting, Financial Modeling, Risk Management, Acquisition Integration, Strategic Planning, Financial Reporting, Process Improvement, Due Diligence, Vendor Management, Performance Reviews, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Managerial Finance, Auditing, Accounting, Analysis, Corporate Finance, Strategic Financial..., Financial Audits, Management Consulting, Executive Management, Restructuring, Strategy, Cross-functional Team..., Internal Audit, SAP, Outsourcing, Budgeting, Cash Flow, Business Strategy, US GAAP, Training, Change Management, Financial Services, Consolidation, Business Process..., Business Planning, Business Analysis, Team Building, Financial Accounting
Education
University of Alabama 1983 — 1987
Bachelor, Major-Accounting; Minor-Computer Science
Mercer University - Stetson School of Business and Economics 1998 — 2000
MBA, Business-Corporate Sponsored
Ranjini Chandirakanthan Ranjini Chandirakanthan's Lehman Brothers Experience 2007 - 2008
Job Technology Investment Banker
Industry Investment Banking
Experience
Cassel Salpeter & Co. October 2014 - Present
Dell 2011 - 2014
Sun Microsystems 2008 - 2010
Lehman Brothers 2007 - 2008
ThinkEquity LLC 2004 - 2007
NetScreen - Neoteris 2002 - 2004
Dell SonicWALL 2000 - 2002
ADAC Laboratories 1998 - 2000
PwC 1996 - 1998
KPMG US 1991 - 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Policy Studies (Strategy)
Miami University 1987 — 1991
BS, Accounting
Cassel Salpeter & Co. October 2014 - Present
Dell 2011 - 2014
Sun Microsystems 2008 - 2010
Lehman Brothers 2007 - 2008
ThinkEquity LLC 2004 - 2007
NetScreen - Neoteris 2002 - 2004
Dell SonicWALL 2000 - 2002
ADAC Laboratories 1998 - 2000
PwC 1996 - 1998
KPMG US 1991 - 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Policy Studies (Strategy)
Miami University 1987 — 1991
BS, Accounting
Andres A. Elenes Andres A. Elenes's Lehman Brothers Experience June 2002 - September 2002
Job Field Manager at UCSF Information Technology
Industry Higher Education
Experience
University California, San Francisco, Information Technology January 2013 - Present
University of California, San Francisco, School of Medicine October 2009 - December 2012
University of California, San Francisco, School of Medicine May 2007 - October 2009
University of California, San Francisco, School of Medicine September 2005 - May 2007
CybEnt Solutions September 2000 - September 2005
Harvard Business School August 2003 - January 2004
Lehman Brothers June 2002 - September 2002
William M. Mercer, Incorporated June 2000 - March 2001
Massachusetts Institute of Technology (MIT) - Designing Access to Leadership Development December 2000 - January 2001
Massachusetts Institute of Technology (MIT), Computing Help Desk November 1998 - June 2000
Skills
HPLC, Team Leadership, Leadership, Leadership Development, Thought Leadership, Mentoring, Mentoring Of Staff, Youth Mentoring, Team Mentoring, ITIL v3 Foundations..., Service-Now, Doing More with Less, Event Planning, Team Building, Cell Biology, Fluorescence Microscopy, Technical Support, Clinical Trials, Lifesciences, Characterization, System Administration, FDA, Biotechnology, Molecular Biology, Protein Purification, Statistics, Cancer, Cell Culture, Integration, Protein Chemistry, Chemistry, Research, Grant Writing, Medical Devices, Program Management, Biochemistry, Project Management, PCR, Management, Microsoft Office, Molecular Cloning, Western Blotting, Data Analysis, Genetics, Fluorescence, Training, Science, Analysis, Microscopy, Networking
Education
Massachusetts Institute of Technology
Managerial Sciences: Information Technology
University California, San Francisco, Information Technology January 2013 - Present
University of California, San Francisco, School of Medicine October 2009 - December 2012
University of California, San Francisco, School of Medicine May 2007 - October 2009
University of California, San Francisco, School of Medicine September 2005 - May 2007
CybEnt Solutions September 2000 - September 2005
Harvard Business School August 2003 - January 2004
Lehman Brothers June 2002 - September 2002
William M. Mercer, Incorporated June 2000 - March 2001
Massachusetts Institute of Technology (MIT) - Designing Access to Leadership Development December 2000 - January 2001
Massachusetts Institute of Technology (MIT), Computing Help Desk November 1998 - June 2000
Skills
HPLC, Team Leadership, Leadership, Leadership Development, Thought Leadership, Mentoring, Mentoring Of Staff, Youth Mentoring, Team Mentoring, ITIL v3 Foundations..., Service-Now, Doing More with Less, Event Planning, Team Building, Cell Biology, Fluorescence Microscopy, Technical Support, Clinical Trials, Lifesciences, Characterization, System Administration, FDA, Biotechnology, Molecular Biology, Protein Purification, Statistics, Cancer, Cell Culture, Integration, Protein Chemistry, Chemistry, Research, Grant Writing, Medical Devices, Program Management, Biochemistry, Project Management, PCR, Management, Microsoft Office, Molecular Cloning, Western Blotting, Data Analysis, Genetics, Fluorescence, Training, Science, Analysis, Microscopy, Networking
Education
Massachusetts Institute of Technology
Managerial Sciences: Information Technology
Pavitra Kumar Pavitra Kumar's Lehman Brothers Experience 2008 - 2008
Job Senior Associate at The Brattle Group, Litigation and Finance
Industry Research
Experience
The Brattle Group December 2013 - Present
The Brattle Group 2009 - Present
Barclays Capital 2008 - June 2009
Lehman Brothers 2008 - 2008
Skills
Economics, Data Analysis, Finance, Analysis, Securities, Business Valuation, Financial Risk, Financial Modeling, Valuation, Corporate Finance, Quantitative Analytics, Equities, Capital Markets, Derivatives, Financial Analysis, Financial Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2008
PhD, Finance
London School of Economics and Political Science 2001 — 2004
BSc, Mathematics and Economics
The Brattle Group December 2013 - Present
The Brattle Group 2009 - Present
Barclays Capital 2008 - June 2009
Lehman Brothers 2008 - 2008
Skills
Economics, Data Analysis, Finance, Analysis, Securities, Business Valuation, Financial Risk, Financial Modeling, Valuation, Corporate Finance, Quantitative Analytics, Equities, Capital Markets, Derivatives, Financial Analysis, Financial Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2008
PhD, Finance
London School of Economics and Political Science 2001 — 2004
BSc, Mathematics and Economics
Michael J. Romano Michael J. Romano's Lehman Brothers Experience May 2001 - October 2003
Job Michael J. Romano • Attorney at Law
Industry Law Practice
Experience
Romano & Associates August 2011 - Present
Franchina & Giordano P.C. August 2010 - July 2011
Hon. Stephen A. Bucaria, Nassau County Supreme Court August 2010 - December 2010
Law Offices of Anthony P. Marchesi August 2010 - December 2010
GlaxoSmithKline October 2003 - August 2010
Lehman Brothers May 2001 - October 2003
Skills
Legal Research, Litigation, Real Estate, Estate Planning, Commercial Litigation, Civil Litigation, Personal Injury, Legal Writing, Business Planning, Due Diligence, Family Law, Small Business, Wills, Sales, Bankruptcy, Negotiation, Real Estate Transactions, Trusts, Elder Law, Licensing
Education
Hofstra University School of Law 2007 — 2010
Juris Doctor, cum laude
St. John's University, The Peter J. Tobin College of Business 2004 — 2006
M.B.A., Finance
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
B.S., Economics; History
H. Frank carey high school
Romano & Associates August 2011 - Present
Franchina & Giordano P.C. August 2010 - July 2011
Hon. Stephen A. Bucaria, Nassau County Supreme Court August 2010 - December 2010
Law Offices of Anthony P. Marchesi August 2010 - December 2010
GlaxoSmithKline October 2003 - August 2010
Lehman Brothers May 2001 - October 2003
Skills
Legal Research, Litigation, Real Estate, Estate Planning, Commercial Litigation, Civil Litigation, Personal Injury, Legal Writing, Business Planning, Due Diligence, Family Law, Small Business, Wills, Sales, Bankruptcy, Negotiation, Real Estate Transactions, Trusts, Elder Law, Licensing
Education
Hofstra University School of Law 2007 — 2010
Juris Doctor, cum laude
St. John's University, The Peter J. Tobin College of Business 2004 — 2006
M.B.A., Finance
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
B.S., Economics; History
H. Frank carey high school
Daniel Shepard Daniel Shepard's Lehman Brothers Experience 1988 - 1989
Job NVM & IP Technologist at HGST, a Western Digital company
Industry Semiconductors
Experience
HGST, a Western Digital company May 2015 - Present
Contour Semiconductor 2001 - May 2015
Glimpse Waters, Inc. 1997 - 2013
Wellington Management 1997 - 1998
Fidelity Investments 1995 - 1997
Great Bay Securities 1992 - 1995
Timberhill Inc. 1991 - 1992
UBS Securities Co., Ltd 1989 - 1991
Lehman Brothers 1988 - 1989
First Boston Asset Management 1987 - 1988
Skills
Analog, Semiconductors, R&D, Engineering, Software Development, Patent preparation, Patent Drafting, Patents, Invention, Inventor, Microfabrication, Mergers & Acquisitions, Venture Capital, MEMS, Embedded Software
Education
Yale University 1998 — 2002
M.S., Electrical and Electronics Engineering
MIT Sloan School of Management 1980 — 1982
M.S.M., Technology Management
Yale College 1976 — 1980
B.S., Engineering & Applied Science and Operations Research
HGST, a Western Digital company May 2015 - Present
Contour Semiconductor 2001 - May 2015
Glimpse Waters, Inc. 1997 - 2013
Wellington Management 1997 - 1998
Fidelity Investments 1995 - 1997
Great Bay Securities 1992 - 1995
Timberhill Inc. 1991 - 1992
UBS Securities Co., Ltd 1989 - 1991
Lehman Brothers 1988 - 1989
First Boston Asset Management 1987 - 1988
Skills
Analog, Semiconductors, R&D, Engineering, Software Development, Patent preparation, Patent Drafting, Patents, Invention, Inventor, Microfabrication, Mergers & Acquisitions, Venture Capital, MEMS, Embedded Software
Education
Yale University 1998 — 2002
M.S., Electrical and Electronics Engineering
MIT Sloan School of Management 1980 — 1982
M.S.M., Technology Management
Yale College 1976 — 1980
B.S., Engineering & Applied Science and Operations Research
Stephen Maison Stephen Maison's Lehman Brothers Experience March 1999 - November 2004
Job Business Development and Corporate Strategy
Industry Capital Markets
Experience
Merrill Lynch Global Markets November 2004 - March 2009
Lehman Brothers March 1999 - November 2004
ABN AMRO Bank N.V. June 1988 - March 1999
Skills
sales development, corporate strategy
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Economics and Financial Strategies
Miami University 1984 — 1988
BS, Economics & Marketing
Merrill Lynch Global Markets November 2004 - March 2009
Lehman Brothers March 1999 - November 2004
ABN AMRO Bank N.V. June 1988 - March 1999
Skills
sales development, corporate strategy
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Economics and Financial Strategies
Miami University 1984 — 1988
BS, Economics & Marketing
Erica Stewart Erica Stewart's Lehman Brothers Experience April 2006 - September 2008
Job Human Resources
Industry Human Resources
Experience
TD Bank 2008 - 2014
Lehman Brothers April 2006 - September 2008
Skills
Recruiting, Employee Training, Employee Benefits, Onboarding, Talent Acquisition, Talent Management, Technical Recruiting, Sourcing, Hiring, Human Resources, Applicant Tracking..., Coaching, College Recruiting, Internet Recruiting, Project Management, Benefits Negotiation, Interviews, Time Management, Employee Relations, Succession Planning, Temporary Placement, Screening, Screening Resumes, Performance Management, HRIS, Executive Search, Taleo
Education
Mercy College 2004 — 2007
B.S., Criminal Justice/Psychology
TD Bank 2008 - 2014
Lehman Brothers April 2006 - September 2008
Skills
Recruiting, Employee Training, Employee Benefits, Onboarding, Talent Acquisition, Talent Management, Technical Recruiting, Sourcing, Hiring, Human Resources, Applicant Tracking..., Coaching, College Recruiting, Internet Recruiting, Project Management, Benefits Negotiation, Interviews, Time Management, Employee Relations, Succession Planning, Temporary Placement, Screening, Screening Resumes, Performance Management, HRIS, Executive Search, Taleo
Education
Mercy College 2004 — 2007
B.S., Criminal Justice/Psychology
Andrew Keith Andrew Keith's Lehman Brothers Experience February 2000 - September 2004
Job Executive Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2014 - Present
Lloyds Banking Group January 2008 - March 2014
Bank of Scotland USA (now a member of Lloyds Banking Group) September 2005 - December 2007
Sanford C. Bernstein January 2005 - September 2005
Keith Consultants October 2004 - December 2004
Lehman Brothers February 2000 - September 2004
Bankers Trust February 1998 - January 2000
The Bank of New York 1993 - 1997
Skills
Restructuring, Syndications, Customer Relations, Origination, Credit, Portfolio Management, Asset Management, Loans, Workout, Asset Based Lending, Debt, Structuring, Credit Analysis, Capital Markets, Valuation, Financial Analysis, Leveraged Finance, Due Diligence, Commercial Banking, Credit Risk, Banking, Underwriting, Real Estate, Risk Management, Risk, Syndication, Debt Restructuring, Cash Flow, Structured Finance, Financial Risk, Loan Origination, Treasury Management, Financial Structuring, Relationship Management, Organizational..., Business Development, Downhill Skiing, SEC filings, Oil/Gas, Commercial Lending, Investment Banking, Corporate Finance, Fixed Income, Financial Advisory, Bonds, Private Equity, Financial Modeling, Equities, Structured Products
Education
York University - Schulich School of Business 1990 — 1992
MBA, Finance, Marketing
McMaster University 1987 — 1989
B Comm, Accounting, Marketing
McMaster University 1986 — 1989
B Comm, accounting
Georges Vanier S.S. 1981 — 1985
High School Diploma, Math, Accounting
Nomura Securities April 2014 - Present
Lloyds Banking Group January 2008 - March 2014
Bank of Scotland USA (now a member of Lloyds Banking Group) September 2005 - December 2007
Sanford C. Bernstein January 2005 - September 2005
Keith Consultants October 2004 - December 2004
Lehman Brothers February 2000 - September 2004
Bankers Trust February 1998 - January 2000
The Bank of New York 1993 - 1997
Skills
Restructuring, Syndications, Customer Relations, Origination, Credit, Portfolio Management, Asset Management, Loans, Workout, Asset Based Lending, Debt, Structuring, Credit Analysis, Capital Markets, Valuation, Financial Analysis, Leveraged Finance, Due Diligence, Commercial Banking, Credit Risk, Banking, Underwriting, Real Estate, Risk Management, Risk, Syndication, Debt Restructuring, Cash Flow, Structured Finance, Financial Risk, Loan Origination, Treasury Management, Financial Structuring, Relationship Management, Organizational..., Business Development, Downhill Skiing, SEC filings, Oil/Gas, Commercial Lending, Investment Banking, Corporate Finance, Fixed Income, Financial Advisory, Bonds, Private Equity, Financial Modeling, Equities, Structured Products
Education
York University - Schulich School of Business 1990 — 1992
MBA, Finance, Marketing
McMaster University 1987 — 1989
B Comm, Accounting, Marketing
McMaster University 1986 — 1989
B Comm, accounting
Georges Vanier S.S. 1981 — 1985
High School Diploma, Math, Accounting
sei chun sei chun's Lehman Brothers Experience May 1994 - May 1997
Job trading/risk systems architect at bank of new york mellon
Industry Banking
Experience
bank of new york mellon May 1997 - Present
Lehman Brothers May 1994 - May 1997
Vertex Business Systems November 1988 - May 1994
Merrill Lynch March 1987 - November 1988
Skills
Fixed Income, Equities, Banking, Derivatives, Securities, Global Custody, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, FX Options, Trading Systems, Trading, Financial Markets, Financial Risk, Risk Management, Investment Banking, Interest Rate..., Hedge Funds, Market Risk
Education
MIT Sloan School of Management
Master of Business Administration (M.B.A.), Finance, General
bank of new york mellon May 1997 - Present
Lehman Brothers May 1994 - May 1997
Vertex Business Systems November 1988 - May 1994
Merrill Lynch March 1987 - November 1988
Skills
Fixed Income, Equities, Banking, Derivatives, Securities, Global Custody, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, FX Options, Trading Systems, Trading, Financial Markets, Financial Risk, Risk Management, Investment Banking, Interest Rate..., Hedge Funds, Market Risk
Education
MIT Sloan School of Management
Master of Business Administration (M.B.A.), Finance, General
Ted Larkin's Lehman Brothers Experience January 2007 - May 2008
Job Business Analyst specializing in Front and Back office financial systems
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ April 2015 - Present
Ettain Group June 2014 - October 2014
Commerzbank AG March 2013 - October 2013
NICE Actimize April 2010 - March 2013
Princeton Information July 2009 - December 2009
Lehman Brothers January 2007 - May 2008
Lehman Brothers/Neuberger Berman December 2003 - January 2007
Neuberger Berman March 1993 - December 2003
J.W.P. Information Services July 1992 - February 1993
IBM September 1989 - July 1992
Skills
SQL, Software Development, Business Analysis, SDLC, Unix, Requirements Analysis, Quality Assurance, IT Management, HTML, Technical Analysis, Fixed Income, Equities, Relational Databases, Databases, Automation, Project Management, Linux, Programming, Trading Systems, Business Intelligence, Software Project..., Business Requirements, Business Process, Testing, Process Improvement, Broker-Dealer Compliance, Compliance, Analysis, Integration, Requirements Gathering, Data Analysis, Financial Services, Oracle, PL/SQL
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1989
B.S., Management Information Systems
Bank of Tokyo-Mitsubishi UFJ April 2015 - Present
Ettain Group June 2014 - October 2014
Commerzbank AG March 2013 - October 2013
NICE Actimize April 2010 - March 2013
Princeton Information July 2009 - December 2009
Lehman Brothers January 2007 - May 2008
Lehman Brothers/Neuberger Berman December 2003 - January 2007
Neuberger Berman March 1993 - December 2003
J.W.P. Information Services July 1992 - February 1993
IBM September 1989 - July 1992
Skills
SQL, Software Development, Business Analysis, SDLC, Unix, Requirements Analysis, Quality Assurance, IT Management, HTML, Technical Analysis, Fixed Income, Equities, Relational Databases, Databases, Automation, Project Management, Linux, Programming, Trading Systems, Business Intelligence, Software Project..., Business Requirements, Business Process, Testing, Process Improvement, Broker-Dealer Compliance, Compliance, Analysis, Integration, Requirements Gathering, Data Analysis, Financial Services, Oracle, PL/SQL
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1989
B.S., Management Information Systems
Jason Liang Jason Liang's Lehman Brothers Experience January 2007 - June 2008
Job Vice President of Business Development at Qeexo
Industry Computer Software
Experience
Qeexo July 2015 - Present
Qeexo December 2013 - July 2015
SAP August 2013 - December 2013
SAP June 2012 - July 2013
SAP July 2011 - June 2012
Elo TouchSystems June 2010 - August 2010
Canyon Capital July 2008 - May 2009
Lehman Brothers January 2007 - June 2008
Lehman Brothers June 2005 - January 2007
Skills
Business Strategy, Cross-functional Team..., Competitive Analysis, Financial Analysis, Financial Modeling, Valuation, Enterprise Software, Enterprise Mobility, Real Estate Private..., Strategy, Strategic Partnerships, Product Marketing, Business Development, Mergers & Acquisitions, CRM
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Massachusetts Institute of Technology
BS
Qeexo July 2015 - Present
Qeexo December 2013 - July 2015
SAP August 2013 - December 2013
SAP June 2012 - July 2013
SAP July 2011 - June 2012
Elo TouchSystems June 2010 - August 2010
Canyon Capital July 2008 - May 2009
Lehman Brothers January 2007 - June 2008
Lehman Brothers June 2005 - January 2007
Skills
Business Strategy, Cross-functional Team..., Competitive Analysis, Financial Analysis, Financial Modeling, Valuation, Enterprise Software, Enterprise Mobility, Real Estate Private..., Strategy, Strategic Partnerships, Product Marketing, Business Development, Mergers & Acquisitions, CRM
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Massachusetts Institute of Technology
BS
Jeremy Vogelmann Jeremy Vogelmann's Lehman Brothers Experience June 2000 - June 2006
Job Rates and Credit Derivatives Professional
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. July 2009 - December 2013
Barclays Capital July 2006 - June 2008
Lehman Brothers June 2000 - June 2006
Synygy June 1999 - June 2000
Skills
Fixed Income, Derivatives, Interest Rate..., Trading, Structured Products, Interest Rate Swaps, CDS, Credit Risk, Credit, Financial Risk, Bonds, Portfolio Management, Structured Finance, Credit Derivatives, Capital Markets, Investment Banking, Leveraged Finance, Hedging, Private Equity, Bloomberg, Equities, Counterparty Risk, Investments, Swaps, Finance, High Yield, Loans, Hedge Funds, Rates, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
Massachusetts Institute of Technology 1993 — 1999
BS, Computer Science
Lehman Brothers Holdings Inc. July 2009 - December 2013
Barclays Capital July 2006 - June 2008
Lehman Brothers June 2000 - June 2006
Synygy June 1999 - June 2000
Skills
Fixed Income, Derivatives, Interest Rate..., Trading, Structured Products, Interest Rate Swaps, CDS, Credit Risk, Credit, Financial Risk, Bonds, Portfolio Management, Structured Finance, Credit Derivatives, Capital Markets, Investment Banking, Leveraged Finance, Hedging, Private Equity, Bloomberg, Equities, Counterparty Risk, Investments, Swaps, Finance, High Yield, Loans, Hedge Funds, Rates, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
Massachusetts Institute of Technology 1993 — 1999
BS, Computer Science
Bhavesh Shah's Lehman Brothers Experience March 2008 - September 2008
Job Senior Director, Corporate Development and Strategy
Industry Hospital & Health Care
Experience
Aetna May 2013 - Present
Barclays Capital (Formerly Lehman Brothers) September 2008 - May 2013
Lehman Brothers March 2008 - September 2008
Lehman Brothers August 2006 - March 2008
United States Army June 1999 - May 2004
Skills
Valuation, Equities, Mergers, Leveraged Finance, Mergers & Acquisitions, Structured Finance, Strategy, Financial Modeling, Investment Banking, LBO, IPO, Finance, Healthcare, Venture Capital, Private Equity, Due Diligence, Investments, Start-ups, Credit
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
University of Connecticut 1995 — 1999
BS, Engineering
Aetna May 2013 - Present
Barclays Capital (Formerly Lehman Brothers) September 2008 - May 2013
Lehman Brothers March 2008 - September 2008
Lehman Brothers August 2006 - March 2008
United States Army June 1999 - May 2004
Skills
Valuation, Equities, Mergers, Leveraged Finance, Mergers & Acquisitions, Structured Finance, Strategy, Financial Modeling, Investment Banking, LBO, IPO, Finance, Healthcare, Venture Capital, Private Equity, Due Diligence, Investments, Start-ups, Credit
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
University of Connecticut 1995 — 1999
BS, Engineering
Daisy Tom, CPA Daisy Tom, CPA's Lehman Brothers Experience August 1994 - April 1998
Job Chief Financial Officer at Lady M Confections Co., Ltd.
Industry Food & Beverages
Experience
Lady M Confections Co., Ltd. September 2013 - Present
Lord, Abbett & Co. LLC August 2010 - June 2013
Jennison Associates March 1999 - July 2010
Lehman Brothers August 1994 - April 1998
TUDOR INVESTMENT CORPORATION 1998 - 1998
Credit Lyonnais June 1993 - August 1994
Ernst & Young 1989 - 1993
Skills
Finance, Financial Reporting, Financial Services, Accounting, Mutual Funds, Internal Controls, Financial Analysis, Financial Modeling, Investment Advisory, Financial Audits, Asset Management, Alternative Investments, Financial Accounting, Investment Management, Valuation, Asset Managment, SEC filings, Financial Metrics, Financial Variance..., GAAP, Corporate Finance, Operational Risk..., Peer Group Analysis, Corporate FP&A, Monthly Close Process, Deferred Revenue, Balance Sheet Review, Cash Flow Reporting, Board of Directors..., MD&A, Financial Process..., US GAAP reporting, Finance System..., Chart of Accounts, Oracle General Ledger, Board of Directors..., Partnership Accounting, Consolidated Financial..., Expense Allocation, Equity Valuation, Strategic Financial..., Foreign Currency..., Financial Results, Management, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
New York University - Leonard N. Stern School of Business 1986 — 1990
BS, Accounting and Finance
Lady M Confections Co., Ltd. September 2013 - Present
Lord, Abbett & Co. LLC August 2010 - June 2013
Jennison Associates March 1999 - July 2010
Lehman Brothers August 1994 - April 1998
TUDOR INVESTMENT CORPORATION 1998 - 1998
Credit Lyonnais June 1993 - August 1994
Ernst & Young 1989 - 1993
Skills
Finance, Financial Reporting, Financial Services, Accounting, Mutual Funds, Internal Controls, Financial Analysis, Financial Modeling, Investment Advisory, Financial Audits, Asset Management, Alternative Investments, Financial Accounting, Investment Management, Valuation, Asset Managment, SEC filings, Financial Metrics, Financial Variance..., GAAP, Corporate Finance, Operational Risk..., Peer Group Analysis, Corporate FP&A, Monthly Close Process, Deferred Revenue, Balance Sheet Review, Cash Flow Reporting, Board of Directors..., MD&A, Financial Process..., US GAAP reporting, Finance System..., Chart of Accounts, Oracle General Ledger, Board of Directors..., Partnership Accounting, Consolidated Financial..., Expense Allocation, Equity Valuation, Strategic Financial..., Foreign Currency..., Financial Results, Management, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
New York University - Leonard N. Stern School of Business 1986 — 1990
BS, Accounting and Finance
Toar Mewengkang Toar Mewengkang's Lehman Brothers Experience 2006 - 2008
Job Portfolio Analyst at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC October 2013 - Present
Neuberger Berman February 2011 - October 2013
General Motors Asset Management 2008 - 2011
Lehman Brothers 2006 - 2008
UBS 2004 - 2006
Skills
Performance Measurement, Client Reporting, Return on Investment..., Portfolio Assessment, Quality Assurance, Investment Management, Data Warehousing, Interpersonal..., Training, Asset Managment, User Acceptance Testing
Education
Hofstra University School of Law 2007 — 2012
Doctor of Law (J.D.), Law
State University of New York at Albany 1998 — 2002
Bachelor's degree, Finance and Marketing
Colonial Consulting LLC October 2013 - Present
Neuberger Berman February 2011 - October 2013
General Motors Asset Management 2008 - 2011
Lehman Brothers 2006 - 2008
UBS 2004 - 2006
Skills
Performance Measurement, Client Reporting, Return on Investment..., Portfolio Assessment, Quality Assurance, Investment Management, Data Warehousing, Interpersonal..., Training, Asset Managment, User Acceptance Testing
Education
Hofstra University School of Law 2007 — 2012
Doctor of Law (J.D.), Law
State University of New York at Albany 1998 — 2002
Bachelor's degree, Finance and Marketing
Richard Goode Richard Goode's Lehman Brothers Experience 1978 - 1984
Job Investments / Real Estate
Industry Investment Banking
Experience
Self Employed 2000 - Present
Rodman & Renshaw Inc 1995 - 1999
Credit Lyonnais Securities 1990 - 1994
First Manhattan Company 1988 - 1990
Alex Brown & Sons 1984 - 1988
Lehman Brothers 1978 - 1984
Spencer Trask Inc 1976 - 1978
Mitchell-Hutchins Company 1974 - 1976
Davy Ashmore Power Gas Corporation 1970 - 1974
M W Kellogg Company - Major Engineering/Construction Firm 1961 - 1969
Skills
Property Management, Real Estate, Luxury, Investment Properties, Leases, Negotiation, Condos, Contract Negotiation, Property, Commercial Real Estate, Equities, Mergers & Acquisitions, Investment Banking, Investments, Securities, Strategic Planning, Short Sales, Trading, Investors, REO
Education
New York University Graduate Business School 1963 — 1967
MBA Program Marketing/Sales
Massachusetts Institute of Technology - Sloan School of Management 1964 — 1965
M S Chemical Engineering & Industrial Management, Chem Eng & Business Mgt, Under Corporate Schloarship from My First Employer
Massachusetts Institute of Technology - Sloan School of Management 1957 — 1961
B.S., Chemical Engineering & Industrial Management, Chemical Engineering & Business Management, Top 10% of Graduating Class
Self Employed 2000 - Present
Rodman & Renshaw Inc 1995 - 1999
Credit Lyonnais Securities 1990 - 1994
First Manhattan Company 1988 - 1990
Alex Brown & Sons 1984 - 1988
Lehman Brothers 1978 - 1984
Spencer Trask Inc 1976 - 1978
Mitchell-Hutchins Company 1974 - 1976
Davy Ashmore Power Gas Corporation 1970 - 1974
M W Kellogg Company - Major Engineering/Construction Firm 1961 - 1969
Skills
Property Management, Real Estate, Luxury, Investment Properties, Leases, Negotiation, Condos, Contract Negotiation, Property, Commercial Real Estate, Equities, Mergers & Acquisitions, Investment Banking, Investments, Securities, Strategic Planning, Short Sales, Trading, Investors, REO
Education
New York University Graduate Business School 1963 — 1967
MBA Program Marketing/Sales
Massachusetts Institute of Technology - Sloan School of Management 1964 — 1965
M S Chemical Engineering & Industrial Management, Chem Eng & Business Mgt, Under Corporate Schloarship from My First Employer
Massachusetts Institute of Technology - Sloan School of Management 1957 — 1961
B.S., Chemical Engineering & Industrial Management, Chemical Engineering & Business Management, Top 10% of Graduating Class
Jean Pierre Lacombe's Lehman Brothers Experience 1991 - 1998
Job Chief Global Markets & Head of IFC Research, IFC, The World Bank
Industry Financial Services
Experience
IFC, the World Bank August 2001 - Present
Barclays Capital 1998 - 2000
Lehman Brothers 1991 - 1998
Skills
Emerging Markets, Trading, Investment Banking, Capital Markets, Strategy Development, Derivatives, Valuation, Portfolio Management, Investment Strategies, Equities, Investments, Financial Markets, Financial Analysis, Risk Management, FX, Quantitative Analysis, French, Economics, Spanish, Structured Products, Fixed Income, Macroeconomics, Global Macro, Asset Allocation, Equity Derivatives, Africa, Latin America, Commodity, Investment Management, Equity Valuation, Currency, Development Economics, Foreign Exchange, Financial Risk, Strategy, Quantitative Analytics, Private Equity, Swaps, Credit, Political Risk Analysis, Hedging, Risk Analysis, Credit Derivatives, International..., FX trading, Equity Research, Market Risk, Bonds, Credit Risk, FX Options
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1991
MS, Finance
Cornell University - MS Operations Research 1989 — 1990
MS, Operations Research
Cornell University - BS Mechanichal & Aerospace Engr 1985 — 1989
B, engineering
IFC, the World Bank August 2001 - Present
Barclays Capital 1998 - 2000
Lehman Brothers 1991 - 1998
Skills
Emerging Markets, Trading, Investment Banking, Capital Markets, Strategy Development, Derivatives, Valuation, Portfolio Management, Investment Strategies, Equities, Investments, Financial Markets, Financial Analysis, Risk Management, FX, Quantitative Analysis, French, Economics, Spanish, Structured Products, Fixed Income, Macroeconomics, Global Macro, Asset Allocation, Equity Derivatives, Africa, Latin America, Commodity, Investment Management, Equity Valuation, Currency, Development Economics, Foreign Exchange, Financial Risk, Strategy, Quantitative Analytics, Private Equity, Swaps, Credit, Political Risk Analysis, Hedging, Risk Analysis, Credit Derivatives, International..., FX trading, Equity Research, Market Risk, Bonds, Credit Risk, FX Options
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1991
MS, Finance
Cornell University - MS Operations Research 1989 — 1990
MS, Operations Research
Cornell University - BS Mechanichal & Aerospace Engr 1985 — 1989
B, engineering
Cris Bera's Lehman Brothers Experience 2003 - 2008
Job .
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group June 2015 - Present
Barclays, Wealth and Investment Management September 2008 - June 2015
Lehman Brothers 2003 - 2008
Morgan Stanley 2001 - 2003
U.S. Air Force, Office of Special Investigations (OSI) 1996 - 2003
Southwest Research Institute 1988 - 1999
U.S. Army, Military Police (MP) 1992 - 1996
Skills
Hedge Funds, Due Diligence, Valuation, Fixed Income, Financial Modeling, Analysis, Wealth Management..., Capital Markets, Executive Management, Program Management, Bloomberg, Equities, Project Management
Education
The University of Chicago 1999 — 2001
MBA, Economics & Finance
The University of Chicago Booth School of Business 1999 — 2001
MBA, Economics & Finance
Massachusetts Institute of Technology 1987 — 1992
BS, Mechanical Engineering
Massachusetts Institute of Technology 1987 — 1992
BS, History
The University of Texas at Austin 1989 — 1989
General
The University of Texas at San Antonio 1988 — 1988
General
Taft H.S. 1985 — 1987
Merrill Lynch Private Banking & Investment Group June 2015 - Present
Barclays, Wealth and Investment Management September 2008 - June 2015
Lehman Brothers 2003 - 2008
Morgan Stanley 2001 - 2003
U.S. Air Force, Office of Special Investigations (OSI) 1996 - 2003
Southwest Research Institute 1988 - 1999
U.S. Army, Military Police (MP) 1992 - 1996
Skills
Hedge Funds, Due Diligence, Valuation, Fixed Income, Financial Modeling, Analysis, Wealth Management..., Capital Markets, Executive Management, Program Management, Bloomberg, Equities, Project Management
Education
The University of Chicago 1999 — 2001
MBA, Economics & Finance
The University of Chicago Booth School of Business 1999 — 2001
MBA, Economics & Finance
Massachusetts Institute of Technology 1987 — 1992
BS, Mechanical Engineering
Massachusetts Institute of Technology 1987 — 1992
BS, History
The University of Texas at Austin 1989 — 1989
General
The University of Texas at San Antonio 1988 — 1988
General
Taft H.S. 1985 — 1987
Alejandro Martínez Gutiérrez Alejandro Martínez Gutiérrez's Lehman Brothers Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
UBS 2011 - Present
Deutsche Bank 2011 - 2011
Ladder Capital Finance LLC 2010 - 2010
Commercial Real Estate Underwriting 2009 - 2010
Lehman Brothers 2007 - 2008
Lehman Brothers 2003 - 2007
MetroVivienda 1999 - 2001
Education
Massachusetts Institute of Technology 2001 — 2003
Master of Science (M.Sc.), Construction Engineering and Management
Universidad de Los Andes 1994 — 1998
Master of Engineering (M.Eng.), Civil Engineering
UBS 2011 - Present
Deutsche Bank 2011 - 2011
Ladder Capital Finance LLC 2010 - 2010
Commercial Real Estate Underwriting 2009 - 2010
Lehman Brothers 2007 - 2008
Lehman Brothers 2003 - 2007
MetroVivienda 1999 - 2001
Education
Massachusetts Institute of Technology 2001 — 2003
Master of Science (M.Sc.), Construction Engineering and Management
Universidad de Los Andes 1994 — 1998
Master of Engineering (M.Eng.), Civil Engineering
Dipan Patel Dipan Patel's Lehman Brothers Experience June 2005 - September 2008
Job Principal at Permira
Industry Venture Capital & Private Equity
Experience
Informatica August 2015 - Present
Ancestry.com February 2015 - Present
LegalZoom February 2014 - Present
Permira October 2009 - Present
The Gores Group October 2008 - October 2009
Lehman Brothers June 2005 - September 2008
Skills
Private Equity, Investment Banking
Education
University of Cambridge 2002 — 2005
2:1, Economics
Massachusetts Institute of Technology 2003 — 2004
Economics, Economics
Informatica August 2015 - Present
Ancestry.com February 2015 - Present
LegalZoom February 2014 - Present
Permira October 2009 - Present
The Gores Group October 2008 - October 2009
Lehman Brothers June 2005 - September 2008
Skills
Private Equity, Investment Banking
Education
University of Cambridge 2002 — 2005
2:1, Economics
Massachusetts Institute of Technology 2003 — 2004
Economics, Economics
William Boyle's Lehman Brothers Experience 1992 - 1996
Job Managing Director , Institutional Sales at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. April 2008 - Present
Needham & Company January 1999 - January 2008
Nations Banc Montgomery Securities 1996 - 1998
Lehman Brothers 1992 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), International Business Studies
Wake Forest University 1976 — 1980
Bachelor of Arts (BA), Cum Laude
D.A. Davidson & Co. April 2008 - Present
Needham & Company January 1999 - January 2008
Nations Banc Montgomery Securities 1996 - 1998
Lehman Brothers 1992 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), International Business Studies
Wake Forest University 1976 — 1980
Bachelor of Arts (BA), Cum Laude
Bill Ruane Bill Ruane's Lehman Brothers Experience 2000 - 2001
Job Owner at All Home Appliance, Kitchen & Bath
Industry Wholesale
Experience
All Home Appliance, Kitchen & Bath November 2010 - Present
Broadview Networks January 2010 - October 2010
Sprint July 2008 - December 2009
Sprint January 2002 - June 2008
Lehman Brothers 2000 - 2001
Skills
Troubleshooting, Telecommunications, Project Planning, Direct Sales, Solution Selling, Sales, Account Management, Social Media, Wireless, Channel Partners, Customer Experience
Education
Mercy College 2002 — 2004
MBA, Business
University at Albany, SUNY 1996 — 2000
Arlington 1992 — 1996
All Home Appliance, Kitchen & Bath November 2010 - Present
Broadview Networks January 2010 - October 2010
Sprint July 2008 - December 2009
Sprint January 2002 - June 2008
Lehman Brothers 2000 - 2001
Skills
Troubleshooting, Telecommunications, Project Planning, Direct Sales, Solution Selling, Sales, Account Management, Social Media, Wireless, Channel Partners, Customer Experience
Education
Mercy College 2002 — 2004
MBA, Business
University at Albany, SUNY 1996 — 2000
Arlington 1992 — 1996
Darragh Buckley's Lehman Brothers Experience 2007 - 2008
Job Gofor at Stripe
Industry Financial Services
Brok McFerron Brok McFerron's Lehman Brothers Experience 2002 - 2004
Job CoFounder at myGroFarm
Industry Health, Wellness and Fitness
Experience
myGroFarm December 2008 - Present
Davenforth June 2004 - January 2010
Lehman Brothers 2002 - 2004
UBS June 2001 - August 2001
MIT - CETI Program June 2000 - August 2000
Ford Motor Company June 1999 - August 1999
Education
Massachusetts Institute of Technology 1998 — 2002
BS, Computer Science
myGroFarm December 2008 - Present
Davenforth June 2004 - January 2010
Lehman Brothers 2002 - 2004
UBS June 2001 - August 2001
MIT - CETI Program June 2000 - August 2000
Ford Motor Company June 1999 - August 1999
Education
Massachusetts Institute of Technology 1998 — 2002
BS, Computer Science
Hei Wai Chan Hei Wai Chan's Lehman Brothers Experience 2004 - 2007
Job Managing Director at Aragain Capital Management
Industry Investment Management
Experience
Aragain Capital Management September 2009 - Present
EdFinance September 2007 - September 2009
Lehman Brothers 2004 - 2007
U.S. Department of Education 2001 - 2004
JP Morgan 1998 - 2001
Union Bank of Switzerland 1993 - 1998
Education
Massachusetts Institute of Technology 1986 — 1992
PhD
Massachusetts Institute of Technology 1985 — 1986
MS
Massachusetts Institute of Technology 1981 — 1985
BS
Aragain Capital Management September 2009 - Present
EdFinance September 2007 - September 2009
Lehman Brothers 2004 - 2007
U.S. Department of Education 2001 - 2004
JP Morgan 1998 - 2001
Union Bank of Switzerland 1993 - 1998
Education
Massachusetts Institute of Technology 1986 — 1992
PhD
Massachusetts Institute of Technology 1985 — 1986
MS
Massachusetts Institute of Technology 1981 — 1985
BS
Arrak Bhattacharyya's Lehman Brothers Experience July 2007 - September 2008
Job Vice President, Interest Rate Swap Trader at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank September 2008 - Present
Barclays Capital March 2010 - March 2013
Lehman Brothers July 2007 - September 2008
Skills
Derivatives, Structured Products, Bloomberg, Options, Capital Markets, Hedge Funds, Financial Modeling, Electronic Trading, FX Options, Portfolio Management, Fixed Income, Trading Systems, Hedging, Swaps
Education
MIT 2002 — 2007
Bachelor of Science (B.S.), Mathematics
Barclays Investment Bank September 2008 - Present
Barclays Capital March 2010 - March 2013
Lehman Brothers July 2007 - September 2008
Skills
Derivatives, Structured Products, Bloomberg, Options, Capital Markets, Hedge Funds, Financial Modeling, Electronic Trading, FX Options, Portfolio Management, Fixed Income, Trading Systems, Hedging, Swaps
Education
MIT 2002 — 2007
Bachelor of Science (B.S.), Mathematics
Sean Mahon Sean Mahon's Lehman Brothers Experience July 2007 - September 2007
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
McKinsey & Company June 2013 - August 2013
Barclays Capital February 2011 - July 2012
Barclays Capital June 2008 - February 2011
Lehman Brothers July 2007 - September 2007
Skills
Trading, Securities, Economics, Financial Risk, Loans, Finance, Strategy, Data Analysis, Management, Management Consulting
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Princeton University 2004 — 2008
B.A; Certificate, Economics, Math Track; Finance
Clay High School, South Bend Indiana
High School
McKinsey & Company September 2014 - Present
McKinsey & Company June 2013 - August 2013
Barclays Capital February 2011 - July 2012
Barclays Capital June 2008 - February 2011
Lehman Brothers July 2007 - September 2007
Skills
Trading, Securities, Economics, Financial Risk, Loans, Finance, Strategy, Data Analysis, Management, Management Consulting
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Princeton University 2004 — 2008
B.A; Certificate, Economics, Math Track; Finance
Clay High School, South Bend Indiana
High School
Chuck Gravener Chuck Gravener's Lehman Brothers Experience 1999 - 2003
Job Audit Executive
Industry Financial Services
Experience
Capital One Bank 2010 - Present
Bank of Tokyo 2007 - 2010
Accume Partners January 2006 - January 2007
General Motors/GMAC October 2004 - January 2006
Bank of America July 2003 - October 2004
Lehman Brothers Bank August 1999 - June 2003
Lehman Brothers 1999 - 2003
Asahi Bank February 1997 - July 1999
JP Morgan February 1985 - December 1996
JPMorgan Chase 1985 - 1996
Skills
Banking, Risk Management, Leadership, Finance, Enterprise Risk..., Auditing, Investment Banking, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Enterprise Software, IT Audit, Asset Management, Integration, Loans, Internal Controls, Process Improvement, Governance, Due Diligence, Derivatives, Outsourcing, Disaster Recovery, Financial Services, Insurance, Fixed Income, Team Leadership, Compliance, Management, AML, Equities, Operational Risk, COSO, Accounting, Operational Risk..., Financial Analysis, Financial Reporting, Capital Markets, Retail Banking, Fraud, Corporate Governance, Financial Audits
Education
Rider University 1976 — 1977
Mercer County Community College 1974 — 1975
German
Mercer County Community College 1970 — 1974
German
Pfeiffer University 1970 — 1974
BA, Accounting
Capital One Bank 2010 - Present
Bank of Tokyo 2007 - 2010
Accume Partners January 2006 - January 2007
General Motors/GMAC October 2004 - January 2006
Bank of America July 2003 - October 2004
Lehman Brothers Bank August 1999 - June 2003
Lehman Brothers 1999 - 2003
Asahi Bank February 1997 - July 1999
JP Morgan February 1985 - December 1996
JPMorgan Chase 1985 - 1996
Skills
Banking, Risk Management, Leadership, Finance, Enterprise Risk..., Auditing, Investment Banking, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Enterprise Software, IT Audit, Asset Management, Integration, Loans, Internal Controls, Process Improvement, Governance, Due Diligence, Derivatives, Outsourcing, Disaster Recovery, Financial Services, Insurance, Fixed Income, Team Leadership, Compliance, Management, AML, Equities, Operational Risk, COSO, Accounting, Operational Risk..., Financial Analysis, Financial Reporting, Capital Markets, Retail Banking, Fraud, Corporate Governance, Financial Audits
Education
Rider University 1976 — 1977
Mercer County Community College 1974 — 1975
German
Mercer County Community College 1970 — 1974
German
Pfeiffer University 1970 — 1974
BA, Accounting
Alireza Javaheri Alireza Javaheri's Lehman Brothers Experience 1996 - 2000
Job Head of Equities Quantitative Research Americas at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2011 - Present
New York University June 2011 - Present
Baruch College February 2013 - Present
Goldman Sachs March 2005 - June 2011
Citigroup March 2004 - March 2005
RBC March 2000 - March 2004
Ecole des Mines de Paris 2004 - 2004
Lehman Brothers 1996 - 2000
Credit Lyonnais Securities 1994 - 1995
Skills
Quantitative Finance, Derivatives, Fixed Income, Equities, Quantitative Analytics, Capital Markets, Monte Carlo Simulation, Financial Modeling, Options, Risk Management, FX Options
Education
Ecole des Mines de Paris 2001 — 2004
Ph.D., Finance
Massachusetts Institute of Technology 1993 — 1994
M.Sc., Electrical Engineering
Lycee Massena 1987 — 1990
Bachelor of Science (BSc), Mathematics
Alborz 1979 — 1983
High School, Mathematics
Lycee Parc Imperial
J.P. Morgan June 2011 - Present
New York University June 2011 - Present
Baruch College February 2013 - Present
Goldman Sachs March 2005 - June 2011
Citigroup March 2004 - March 2005
RBC March 2000 - March 2004
Ecole des Mines de Paris 2004 - 2004
Lehman Brothers 1996 - 2000
Credit Lyonnais Securities 1994 - 1995
Skills
Quantitative Finance, Derivatives, Fixed Income, Equities, Quantitative Analytics, Capital Markets, Monte Carlo Simulation, Financial Modeling, Options, Risk Management, FX Options
Education
Ecole des Mines de Paris 2001 — 2004
Ph.D., Finance
Massachusetts Institute of Technology 1993 — 1994
M.Sc., Electrical Engineering
Lycee Massena 1987 — 1990
Bachelor of Science (BSc), Mathematics
Alborz 1979 — 1983
High School, Mathematics
Lycee Parc Imperial
Shiva Ramesh Shiva Ramesh's Lehman Brothers Experience May 2007 - June 2007
Job Business Manager. Finance at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems August 2012 - Present
Cisco Systems June 2011 - August 2011
Feder Aerospace February 2010 - July 2010
Redbrick Capital September 2008 - January 2009
Field Street Capital February 2008 - May 2008
Quantitative Alternatives LLC September 2007 - January 2008
Lehman Brothers May 2007 - June 2007
Lehman Brothers June 2005 - June 2007
Skills
Corporate Finance, Portfolio Management, Fixed Income, Derivatives, Start-ups, Trading, Financial Analysis, Equities, Finance, Hedge Funds, Options, Analytics
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Corporate Finance
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science, Mathematics, Management (Finance concentration)
Cisco Systems August 2012 - Present
Cisco Systems June 2011 - August 2011
Feder Aerospace February 2010 - July 2010
Redbrick Capital September 2008 - January 2009
Field Street Capital February 2008 - May 2008
Quantitative Alternatives LLC September 2007 - January 2008
Lehman Brothers May 2007 - June 2007
Lehman Brothers June 2005 - June 2007
Skills
Corporate Finance, Portfolio Management, Fixed Income, Derivatives, Start-ups, Trading, Financial Analysis, Equities, Finance, Hedge Funds, Options, Analytics
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Corporate Finance
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science, Mathematics, Management (Finance concentration)
Mark Shaughnessy Mark Shaughnessy's Lehman Brothers Experience June 2002 - August 2002
Job Financial Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs Summer InternThe Blackstone GroupMay 2004 - August 2004
Lehman Brothers June 2002 - August 2002
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2007
MBA, Finance
Massachusetts Institute of Technology 2000 — 2004
BS, Mechanical Engineering and Economics (Course 2A), Management (Course 15)
Goldman Sachs Summer InternThe Blackstone GroupMay 2004 - August 2004
Lehman Brothers June 2002 - August 2002
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2007
MBA, Finance
Massachusetts Institute of Technology 2000 — 2004
BS, Mechanical Engineering and Economics (Course 2A), Management (Course 15)
Nathan Artz Nathan Artz's Lehman Brothers Experience 2008 - 2008
Job Software at Real Life Sciences
Industry Computer Software
Experience
Real Life Sciences June 2015 - Present
Magnetic June 2013 - May 2015
Robot Recruit March 2011 - August 2012
OMGPOP December 2009 - May 2011
Zeta Corporation 2009 - 2009
Lehman Brothers 2008 - 2008
Skills
Machine Learning, Data Mining, Algorithms, Optimization, Hadoop, Java, Ruby, Ruby on Rails, Analytics, Probability, Databases, Statistics, Web Development, Programming, Python, Start-ups, Artificial Intelligence, Computer Science, Software Engineering, MapReduce, Pig, R, Entrepreneurship, Big Data, C++, Android, Scalability, Git, Perl, Matlab, Data Analysis, Software Development, JavaScript, Research
Education
Massachusetts Institute of Technology 2005 — 2009
B.S., Computer Science and Computer Engineering
Real Life Sciences June 2015 - Present
Magnetic June 2013 - May 2015
Robot Recruit March 2011 - August 2012
OMGPOP December 2009 - May 2011
Zeta Corporation 2009 - 2009
Lehman Brothers 2008 - 2008
Skills
Machine Learning, Data Mining, Algorithms, Optimization, Hadoop, Java, Ruby, Ruby on Rails, Analytics, Probability, Databases, Statistics, Web Development, Programming, Python, Start-ups, Artificial Intelligence, Computer Science, Software Engineering, MapReduce, Pig, R, Entrepreneurship, Big Data, C++, Android, Scalability, Git, Perl, Matlab, Data Analysis, Software Development, JavaScript, Research
Education
Massachusetts Institute of Technology 2005 — 2009
B.S., Computer Science and Computer Engineering
Felicia Hyman Felicia Hyman's Lehman Brothers Experience January 1990 - August 2006
Job Financial Services Professional
Industry Financial Services
Experience
Kohl's Department Stores September 2008 - April 2014
Qpay Inc January 2007 - May 2007
Lehman Brothers January 1990 - August 2006
Skills
Securities, Asset Managment, Risk Management, FINRA, Sales, Equities, Series 7, Fixed Income, Microsoft Excel, Access, Series 63, Operations Management, Project Management, Management, Customer Service, Business Analysis, Finance, Asset Management, Retail, Banking, Financial Analysis, Financial Services, Strategic Financial..., Insurance, Investments, Compliance, Mutual Funds, Analysis, Asset Allocation, Portfolio Management, Credit, Training, Financial Planning
Education
Miami Dade College
Kohl's Department Stores September 2008 - April 2014
Qpay Inc January 2007 - May 2007
Lehman Brothers January 1990 - August 2006
Skills
Securities, Asset Managment, Risk Management, FINRA, Sales, Equities, Series 7, Fixed Income, Microsoft Excel, Access, Series 63, Operations Management, Project Management, Management, Customer Service, Business Analysis, Finance, Asset Management, Retail, Banking, Financial Analysis, Financial Services, Strategic Financial..., Insurance, Investments, Compliance, Mutual Funds, Analysis, Asset Allocation, Portfolio Management, Credit, Training, Financial Planning
Education
Miami Dade College
Phil Richardson Phil Richardson's Lehman Brothers Experience 1968 - 1978
Job Financial Structuring
Industry Financial Services
Experience
Corporate Financial Architects, LLC January 1997 - Present
Torrefy Corporation January 2012 - Present
U.S. EcoFuels, Inc. August 2011 - Present
Northeastern Financial Group Inc. August 2012 - January 2014
Mortgage Plus Home Loans 2005 - June 2011
Arcadia Rehab & Nursing Center 1997 - 2005
Tomorrow's Financial Services, Inc. 2001 - 2004
Pequot Inn 1978 - 1992
Ehrlich-Bober 1978 - 1985
Lehman Brothers 1968 - 1978
Skills
Mortgage Lending, Finance, Financial Analysis, Strategic Planning, New Business Development, Business Development, Negotiation, Budget, Project Management, Change Management, Credit, Risk Management, Corporate Finance, Equities, Financial Modeling, Mergers & Acquisitions, Investment Banking, Due Diligence, Financial Services, Investments, Loans, Budgets, Business Planning, Start-ups, Management, Private Equity, Asset Management, Executive Management, Valuation, Venture Capital, Strategic Financial..., Portfolio Management, Financial Structuring, Project Finance, Funding, Restructuring, Alternative Investments, Structured Finance, Fixed Income, Capital Markets, Emerging Markets, Investor Relations, Entrepreneurship, Banking, Financial Advisory, Corporate Development, IPO, Strategy, Hedge Funds, Loan Origination
Education
Massachusetts Institute of Technology 1955 — 1959
BS, Industrial Management
Corporate Financial Architects, LLC January 1997 - Present
Torrefy Corporation January 2012 - Present
U.S. EcoFuels, Inc. August 2011 - Present
Northeastern Financial Group Inc. August 2012 - January 2014
Mortgage Plus Home Loans 2005 - June 2011
Arcadia Rehab & Nursing Center 1997 - 2005
Tomorrow's Financial Services, Inc. 2001 - 2004
Pequot Inn 1978 - 1992
Ehrlich-Bober 1978 - 1985
Lehman Brothers 1968 - 1978
Skills
Mortgage Lending, Finance, Financial Analysis, Strategic Planning, New Business Development, Business Development, Negotiation, Budget, Project Management, Change Management, Credit, Risk Management, Corporate Finance, Equities, Financial Modeling, Mergers & Acquisitions, Investment Banking, Due Diligence, Financial Services, Investments, Loans, Budgets, Business Planning, Start-ups, Management, Private Equity, Asset Management, Executive Management, Valuation, Venture Capital, Strategic Financial..., Portfolio Management, Financial Structuring, Project Finance, Funding, Restructuring, Alternative Investments, Structured Finance, Fixed Income, Capital Markets, Emerging Markets, Investor Relations, Entrepreneurship, Banking, Financial Advisory, Corporate Development, IPO, Strategy, Hedge Funds, Loan Origination
Education
Massachusetts Institute of Technology 1955 — 1959
BS, Industrial Management
Sami A. Boustany Sami A. Boustany's Lehman Brothers Experience July 1992 - March 2001
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald March 2008 - Present
Morgan Stanley June 2003 - October 2007
UBS Investment Bank April 2001 - May 2003
Lehman Brothers July 1992 - March 2001
Skills
Fixed Income, Structured Products, Investment Banking, Equities, Derivatives, Capital Markets, Hedge Funds, Electronic Trading, Options
Education
Massachusetts Institute of Technology 1991 — 1992
Master of Science (M.S.), Construction Engineering and Management
Ecole Superieure d'Ingenieurs de Beyrouth (E.S.I.B.) 1985 — 1990
Diplome d'Ingenieur Civil, Civil Engineering
Cantor Fitzgerald March 2008 - Present
Morgan Stanley June 2003 - October 2007
UBS Investment Bank April 2001 - May 2003
Lehman Brothers July 1992 - March 2001
Skills
Fixed Income, Structured Products, Investment Banking, Equities, Derivatives, Capital Markets, Hedge Funds, Electronic Trading, Options
Education
Massachusetts Institute of Technology 1991 — 1992
Master of Science (M.S.), Construction Engineering and Management
Ecole Superieure d'Ingenieurs de Beyrouth (E.S.I.B.) 1985 — 1990
Diplome d'Ingenieur Civil, Civil Engineering
Inessa Liskovich's Lehman Brothers Experience January 2008 - February 2008
Job Assistant Professor of Finance at McCombs UT Austin
Industry Research
Experience
McCombs School of Business July 2015 - Present
Princeton University September 2012 - May 2015
Princeton University May 2011 - August 2011
Goldman Sachs July 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Lehman Brothers January 2008 - February 2008
Zaragoza Logistics Center June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Quantitative Finance, Economics, Derivatives, Bloomberg, Stata, Data Analysis, Statistics
Education
Princeton University 2010 — 2015
PhD, Economics
Princeton University 2010 — 2012
MA, Economics, 3.6/4.0
Massachusetts Institute of Technology 2005 — 2009
BS, Economics, Mathematics, 4.8/5.0
Stuyvesant High School 2001 — 2005
McCombs School of Business July 2015 - Present
Princeton University September 2012 - May 2015
Princeton University May 2011 - August 2011
Goldman Sachs July 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Lehman Brothers January 2008 - February 2008
Zaragoza Logistics Center June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
Skills
Quantitative Finance, Economics, Derivatives, Bloomberg, Stata, Data Analysis, Statistics
Education
Princeton University 2010 — 2015
PhD, Economics
Princeton University 2010 — 2012
MA, Economics, 3.6/4.0
Massachusetts Institute of Technology 2005 — 2009
BS, Economics, Mathematics, 4.8/5.0
Stuyvesant High School 2001 — 2005
Alexander Campbell's Lehman Brothers Experience June 2007 - May 2009
Job CEO at Rose
Industry Financial Services
Experience
Rose AI August 2015 - Present
Thrive Capital April 2015 - August 2015
Bridgewater Associates September 2011 - March 2015
Atlantis 2013 - 2015
Bridgewater Associates June 2010 - August 2010
Lehman Brothers June 2007 - May 2009
QatarDebate 2008 - 2008
Rothschild June 2006 - August 2006
CIRANO May 2004 - June 2005
Skills
Hedge Funds, Equities, Equity Derivatives, Venture Capital, Financial Modeling, Investments, Strategy, Emerging Markets, Corporate Finance, Corporate Development, Economics, Global Macro, Data Modeling, Big Data, Data Science, Data Visualization
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
University of Oxford 2005 — 2007
MPhil, Economics
McGill University
BA (Hons), Economics and Political Science
Brookline High School
Rose AI August 2015 - Present
Thrive Capital April 2015 - August 2015
Bridgewater Associates September 2011 - March 2015
Atlantis 2013 - 2015
Bridgewater Associates June 2010 - August 2010
Lehman Brothers June 2007 - May 2009
QatarDebate 2008 - 2008
Rothschild June 2006 - August 2006
CIRANO May 2004 - June 2005
Skills
Hedge Funds, Equities, Equity Derivatives, Venture Capital, Financial Modeling, Investments, Strategy, Emerging Markets, Corporate Finance, Corporate Development, Economics, Global Macro, Data Modeling, Big Data, Data Science, Data Visualization
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
University of Oxford 2005 — 2007
MPhil, Economics
McGill University
BA (Hons), Economics and Political Science
Brookline High School
Roopa Foley's Lehman Brothers Experience January 2004 - December 2005
Job Egon Zehnder International
Industry Management Consulting
Experience
Egon Zehnder August 2015 - Present
Barclays Wealth and Investment Management January 2012 - August 2015
Barclays Wealth and Investment Management (acquired the Lehman Private Wealth Business in 2008) December 2005 - December 2011
Lehman Brothers January 2004 - December 2005
Lehman Brothers Bank January 2001 - January 2004
dash.com January 2000 - January 2001
posh&sticks.com January 1999 - January 2000
Deloitte Consulting September 1996 - January 1999
Merck March 1993 - August 1994
Merck August 1992 - February 1993
Skills
Financial Services
Education
FUQUA SCHOOL OF BUSINESS, Duke University 1994 — 1996
MBA
Massachusetts Institute of Technology 1988 — 1992
Bachelor of Science (BS)
Jackson Preparatory High School 1982 — 1988
High School
Matteusskolan; Stockholm Sweden 1983 — 1984
Egon Zehnder August 2015 - Present
Barclays Wealth and Investment Management January 2012 - August 2015
Barclays Wealth and Investment Management (acquired the Lehman Private Wealth Business in 2008) December 2005 - December 2011
Lehman Brothers January 2004 - December 2005
Lehman Brothers Bank January 2001 - January 2004
dash.com January 2000 - January 2001
posh&sticks.com January 1999 - January 2000
Deloitte Consulting September 1996 - January 1999
Merck March 1993 - August 1994
Merck August 1992 - February 1993
Skills
Financial Services
Education
FUQUA SCHOOL OF BUSINESS, Duke University 1994 — 1996
MBA
Massachusetts Institute of Technology 1988 — 1992
Bachelor of Science (BS)
Jackson Preparatory High School 1982 — 1988
High School
Matteusskolan; Stockholm Sweden 1983 — 1984
Raymond Chandonnet's Lehman Brothers Experience January 2001 - April 2005
Job Principal/Founder: Second Act Capital Partners
Industry Banking
Experience
Second Act Capital Partners May 2015 - Present
R Chandonnet LLC April 2014 - Present
Harvest Restaurant Group April 2014 - October 2014
Sandler O'Neill & Partners June 2007 - April 2014
JPMorgan May 2005 - April 2007
Lehman Brothers January 2001 - April 2005
First Union Securities April 1997 - December 2000
Federal Home Loan Bank of Boston December 1992 - April 1997
Malden Trust Company October 1986 - March 1991
Skills
Capital Markets, Fixed Income, Fixed Income Portfolio..., Interest Rate..., Interest Rate Risk..., Financial Markets, Investment Banking, Risk Management, ALM, Mergers & Acquisitions, Financial Risk, Banking, Portfolio Management, Trading, Strategy, Financial Modeling, Investments, Bonds, Finance, Funding, Financial Institutions, Derivatives, Structured Products, Financial Structuring, Valuation, Bloomberg, Structured Finance, Securities, Securitization, Equities
Education
Bentley Graduate School of Business 1990 — 1996
MS, Finance
Merrimack College 1983 — 1987
BS, Computer Science
Bishop Guertin HS 1979 — 1983
High School
Second Act Capital Partners May 2015 - Present
R Chandonnet LLC April 2014 - Present
Harvest Restaurant Group April 2014 - October 2014
Sandler O'Neill & Partners June 2007 - April 2014
JPMorgan May 2005 - April 2007
Lehman Brothers January 2001 - April 2005
First Union Securities April 1997 - December 2000
Federal Home Loan Bank of Boston December 1992 - April 1997
Malden Trust Company October 1986 - March 1991
Skills
Capital Markets, Fixed Income, Fixed Income Portfolio..., Interest Rate..., Interest Rate Risk..., Financial Markets, Investment Banking, Risk Management, ALM, Mergers & Acquisitions, Financial Risk, Banking, Portfolio Management, Trading, Strategy, Financial Modeling, Investments, Bonds, Finance, Funding, Financial Institutions, Derivatives, Structured Products, Financial Structuring, Valuation, Bloomberg, Structured Finance, Securities, Securitization, Equities
Education
Bentley Graduate School of Business 1990 — 1996
MS, Finance
Merrimack College 1983 — 1987
BS, Computer Science
Bishop Guertin HS 1979 — 1983
High School
Jessica Huang Gordon Jessica Huang Gordon's Lehman Brothers Experience 2004 - 2006
Job Associate Director at Illumina
Industry Biotechnology
Experience
Illumina June 2015 - Present
Illumina December 2011 - June 2015
Illumina May 2010 - December 2011
Illumina June 2009 - May 2010
Illumina January 2007 - June 2009
Amaranth Advisors 2006 - 2006
Lehman Brothers 2004 - 2006
Skills
Genomics, ASP.NET, Bioinformatics, Biotechnology, R&D, C#, Sequencing, DNA sequencing, Lifesciences, Algorithms, Perl
Education
Massachusetts Institute of Technology 2003 — 2004
MEng, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1999 — 2003
BS, Electrical Engineering and Computer Science; BS, Finance
Illumina June 2015 - Present
Illumina December 2011 - June 2015
Illumina May 2010 - December 2011
Illumina June 2009 - May 2010
Illumina January 2007 - June 2009
Amaranth Advisors 2006 - 2006
Lehman Brothers 2004 - 2006
Skills
Genomics, ASP.NET, Bioinformatics, Biotechnology, R&D, C#, Sequencing, DNA sequencing, Lifesciences, Algorithms, Perl
Education
Massachusetts Institute of Technology 2003 — 2004
MEng, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1999 — 2003
BS, Electrical Engineering and Computer Science; BS, Finance
Katie Cohen-Hausman Katie Cohen-Hausman's Lehman Brothers Experience 2005 - 2006
Job
Industry Financial Services
Experience
Russell Reynolds Associates July 2015 - Present
Harvest Partners January 2014 - June 2015
FTI Consulting December 2011 - September 2013
OpenView Venture Partners November 2006 - December 2011
Lehman Brothers 2005 - 2006
Baker Brothers Investments 2003 - 2005
Skills
Venture Capital, Management, Administrative..., Entrepreneurship, Outlook, Event Planning, Strategy, Microsoft Excel, Human Resources, Salesforce.com, Executive..., Budgets, Office Management, Time Management
Education
Massasoit Community College 1997 — 1999
Associates, Liberal Arts
Russell Reynolds Associates July 2015 - Present
Harvest Partners January 2014 - June 2015
FTI Consulting December 2011 - September 2013
OpenView Venture Partners November 2006 - December 2011
Lehman Brothers 2005 - 2006
Baker Brothers Investments 2003 - 2005
Skills
Venture Capital, Management, Administrative..., Entrepreneurship, Outlook, Event Planning, Strategy, Microsoft Excel, Human Resources, Salesforce.com, Executive..., Budgets, Office Management, Time Management
Education
Massasoit Community College 1997 — 1999
Associates, Liberal Arts
Dan Shiff's Lehman Brothers Experience 2001 - 2002
Job Director Business Development at Upclick
Industry Internet
Experience
Upclick 2013 - Present
Self Employed 2010 - 2013
YEP! Interactive 2008 - 2010
Morgan Stanley 2007 - 2008
Macquarie Bank 2005 - 2007
Assante Global Advisors 2002 - 2004
Lehman Brothers 2001 - 2002
DragonFly Wireless 2000 - 2001
Goldman Sachs 1996 - 2000
Skills
Business Relationship..., New Business Development, Strategic Consulting, Corporate Finance, Investment Banking, Institutional Clients, Technology Evaluation, Social Media Marketing, Affiliate Marketing, Asset Management, High Net Worth..., Business Strategy, International Sales, Direct Sales, Inside Sales, Enterprise Software, Yoga, Piloting, Business Development, Marketing, Leadership, B2B, Sales, Solution Selling, Business Planning, Mergers & Acquisitions, Strategy, E-commerce, Management
Education
McGill University
Bachelor of Commerce, Finance, MIS, Accounting
Upclick 2013 - Present
Self Employed 2010 - 2013
YEP! Interactive 2008 - 2010
Morgan Stanley 2007 - 2008
Macquarie Bank 2005 - 2007
Assante Global Advisors 2002 - 2004
Lehman Brothers 2001 - 2002
DragonFly Wireless 2000 - 2001
Goldman Sachs 1996 - 2000
Skills
Business Relationship..., New Business Development, Strategic Consulting, Corporate Finance, Investment Banking, Institutional Clients, Technology Evaluation, Social Media Marketing, Affiliate Marketing, Asset Management, High Net Worth..., Business Strategy, International Sales, Direct Sales, Inside Sales, Enterprise Software, Yoga, Piloting, Business Development, Marketing, Leadership, B2B, Sales, Solution Selling, Business Planning, Mergers & Acquisitions, Strategy, E-commerce, Management
Education
McGill University
Bachelor of Commerce, Finance, MIS, Accounting
Eloy Romero's Lehman Brothers Experience April 2003 - May 2007
Job ALP Industries Inc.
Industry Construction
Experience
ALP Industries September 2013 - Present
Lehman Brothers April 2003 - May 2007
Skills
Construction, Microsoft Office, Microsoft Excel, Customer Service, Negotiation, Sales Operations, Business Development, Purchasing, Sales, Leadership, New Business Development, Sales Management, Contract Management, Value Engineering, Team Building, Construction Management, Contract Negotiation
Education
Miami Dade College 1987 — 1989
Associate's degree, Education
ALP Industries September 2013 - Present
Lehman Brothers April 2003 - May 2007
Skills
Construction, Microsoft Office, Microsoft Excel, Customer Service, Negotiation, Sales Operations, Business Development, Purchasing, Sales, Leadership, New Business Development, Sales Management, Contract Management, Value Engineering, Team Building, Construction Management, Contract Negotiation
Education
Miami Dade College 1987 — 1989
Associate's degree, Education
Sarah W Lee's Lehman Brothers Experience June 2006 - August 2006
Job Owner at TraveLee
Industry Leisure, Travel & Tourism
Experience
TraveLee, LLC. July 2014 - Present
Aquis Casino November 2013 - March 2014
Macquarie Group March 2013 - November 2013
Macquarie Group August 2008 - March 2013
J.P. Morgan July 2007 - August 2008
Lehman Brothers June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Portfolio Management, Equities, Electronic Trading, Equity Trading, Asia Pacific, Program Trading, Derivatives, Capital Markets, Bloomberg, Hotels, Leisure Travel, Travel Planning, Luxury Travel, Management
Education
MIT 2003 — 2007
Bachelor of Science (BS), Management Science
The Hotchkiss School 2000 — 2003
TraveLee, LLC. July 2014 - Present
Aquis Casino November 2013 - March 2014
Macquarie Group March 2013 - November 2013
Macquarie Group August 2008 - March 2013
J.P. Morgan July 2007 - August 2008
Lehman Brothers June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Portfolio Management, Equities, Electronic Trading, Equity Trading, Asia Pacific, Program Trading, Derivatives, Capital Markets, Bloomberg, Hotels, Leisure Travel, Travel Planning, Luxury Travel, Management
Education
MIT 2003 — 2007
Bachelor of Science (BS), Management Science
The Hotchkiss School 2000 — 2003
Jacqueline Ko Matthews Jacqueline Ko Matthews's Lehman Brothers Experience 1994 - 1995
Job Founder and CEO at Investment POD
Industry Investment Management
Experience
Investment POD 2014 - Present
PJM Capital 2002 - 2014
MRW Enterprises (U.S. Senator Mark R. Warner Family Investment Office) 1999 - 2001
Shining Group 1998 - 1999
PT HUMPUSS GROUP INDONESIA 1995 - 1998
LEHMAN BROTHERS 1994 - 1995
GOLDMAN SACHS 1992 - 1994
Skills
Strategy, Mergers & Acquisitions, Start-ups, Management, Investments, Finance, Valuation, Due Diligence, Business Strategy, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Financial Accounting
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.), International Economics
Wellesley College
Bachelor of Arts (B.A.), Economics
Investment POD 2014 - Present
PJM Capital 2002 - 2014
MRW Enterprises (U.S. Senator Mark R. Warner Family Investment Office) 1999 - 2001
Shining Group 1998 - 1999
PT HUMPUSS GROUP INDONESIA 1995 - 1998
LEHMAN BROTHERS 1994 - 1995
GOLDMAN SACHS 1992 - 1994
Skills
Strategy, Mergers & Acquisitions, Start-ups, Management, Investments, Finance, Valuation, Due Diligence, Business Strategy, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Financial Accounting
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.), International Economics
Wellesley College
Bachelor of Arts (B.A.), Economics
Brian Rosenfeld's Lehman Brothers Experience April 2008 - September 2008
Job Power and Natural Gas Trader at Ronin Capital
Industry Capital Markets
Experience
Ronin Capital October 2012 - Present
Chicago Trading Company August 2010 - June 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers April 2008 - September 2008
Goldman Sachs July 2004 - April 2008
Skills
Commodity, Derivatives, Financial Modeling, Investment Banking, Quantitative Finance, Financial Structuring, Trading, Proprietary Trading, Options, Financial Markets, Electronic Trading, Natural Gas, Energy, Commodity Markets, Swaps, Hedging, Trading Systems
Education
MIT 2000 — 2004
Bachelor of Science (BS), Computer Science, Finance
Massachusetts Institute of Technology 2000 — 2004
BS, Computer Science
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2004
BS, Finance
Ronin Capital October 2012 - Present
Chicago Trading Company August 2010 - June 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers April 2008 - September 2008
Goldman Sachs July 2004 - April 2008
Skills
Commodity, Derivatives, Financial Modeling, Investment Banking, Quantitative Finance, Financial Structuring, Trading, Proprietary Trading, Options, Financial Markets, Electronic Trading, Natural Gas, Energy, Commodity Markets, Swaps, Hedging, Trading Systems
Education
MIT 2000 — 2004
Bachelor of Science (BS), Computer Science, Finance
Massachusetts Institute of Technology 2000 — 2004
BS, Computer Science
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2004
BS, Finance
Christian Broda Christian Broda's Lehman Brothers Experience 2008 - 2008
Job Managing Director at Duquesne Capital Management
Industry Financial Services
Experience
Duquesne Capital Management 2009 - Present
University of Chicago Booth School of Business 2005 - 2010
Barclays Investment Bank 2008 - 2009
Lehman Brothers 2008 - 2008
Skills
Valuation, Hedge Funds, Equities, Fixed Income, Financial Modeling, Asset Management, Capital Markets, Bloomberg, Investments, Emerging Markets, Portfolio Management, Derivatives, Equity Research, Alternative Investments, Trading
Education
Massachusetts Institute of Technology 1997 — 2001
Doctor of Philosophy (PhD), Economics
Universidad de 'San Andrés' 1994 — 1997
Bachelor of Arts (BA), Economics
colegio san andres
colegio san andres
Duquesne Capital Management 2009 - Present
University of Chicago Booth School of Business 2005 - 2010
Barclays Investment Bank 2008 - 2009
Lehman Brothers 2008 - 2008
Skills
Valuation, Hedge Funds, Equities, Fixed Income, Financial Modeling, Asset Management, Capital Markets, Bloomberg, Investments, Emerging Markets, Portfolio Management, Derivatives, Equity Research, Alternative Investments, Trading
Education
Massachusetts Institute of Technology 1997 — 2001
Doctor of Philosophy (PhD), Economics
Universidad de 'San Andrés' 1994 — 1997
Bachelor of Arts (BA), Economics
colegio san andres
colegio san andres
Fan Jin's Lehman Brothers Experience July 2005 - June 2008
Job Head of Product Management, Amazon Video Advertising and Video Shorts
Industry Internet
Experience
Amazon.com July 2013 - Present
Amazon.com February 2012 - July 2013
Amazon.com December 2010 - February 2012
Amazon.com August 2010 - February 2011
Piaggio September 2009 - February 2010
Vlingo (now Nuance) December 2008 - March 2009
Lehman Brothers July 2005 - June 2008
Skills
Product Management, E-commerce, Product Development, Cross-functional Team..., Analytics, Marketing Strategy, Entrepreneurship, Digital Media, Retail, Team Building, User Experience, Strategic Partnerships, Financial Modeling, Marketing Management, Brand Management
Education
MIT Sloan School of Management
MBA
Princeton University
BSE
Washington International School
Amazon.com July 2013 - Present
Amazon.com February 2012 - July 2013
Amazon.com December 2010 - February 2012
Amazon.com August 2010 - February 2011
Piaggio September 2009 - February 2010
Vlingo (now Nuance) December 2008 - March 2009
Lehman Brothers July 2005 - June 2008
Skills
Product Management, E-commerce, Product Development, Cross-functional Team..., Analytics, Marketing Strategy, Entrepreneurship, Digital Media, Retail, Team Building, User Experience, Strategic Partnerships, Financial Modeling, Marketing Management, Brand Management
Education
MIT Sloan School of Management
MBA
Princeton University
BSE
Washington International School
Anamaria Witkop Anamaria Witkop's Lehman Brothers Experience July 2007 - September 2008
Job Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2015 - Present
Putnam Investments 2012 - Present
MIT 2009 - 2011
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers 2006 - 2006
Franklin Templeton Group 2005 - 2005
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Fixed Income, Capital Markets, Derivatives, Quantitative Analytics, Trading, VBA, Microsoft Excel, Swaps, CMBS, SQL, Access, Matlab
Education
Massachusetts Institute of Technology 2009 — 2011
SM, Mechanical Engineering
Vassar College 2003 — 2007
BA, Mathematics, Economics
University of Oxford 2005 — 2006
Visiting Student, Mathematics and Economics
Moise Nicoara National College 1999 — 2003
Baccalaureate, Math, Physics
Putnam Investments March 2015 - Present
Putnam Investments 2012 - Present
MIT 2009 - 2011
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers 2006 - 2006
Franklin Templeton Group 2005 - 2005
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Fixed Income, Capital Markets, Derivatives, Quantitative Analytics, Trading, VBA, Microsoft Excel, Swaps, CMBS, SQL, Access, Matlab
Education
Massachusetts Institute of Technology 2009 — 2011
SM, Mechanical Engineering
Vassar College 2003 — 2007
BA, Mathematics, Economics
University of Oxford 2005 — 2006
Visiting Student, Mathematics and Economics
Moise Nicoara National College 1999 — 2003
Baccalaureate, Math, Physics
Alexandra Loria Du Vernet Alexandra Loria Du Vernet's Lehman Brothers Experience September 2003 - September 2008
Job Director, Prime Services Marketing at Barclays
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Lehman Brothers September 2003 - September 2008
Credit Suisse First Boston 1998 - 2004
Credit Suisse 1998 - 2003
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Capital Markets
Education
John F. Kennedy School of Government - Harvard University
Executive Education Certificate in Strategic Negotiation
MIT
MIT Shakespeare
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Wellesley College
B.A. Cum laude, Philosophy
Barclays Capital October 2008 - Present
Lehman Brothers September 2003 - September 2008
Credit Suisse First Boston 1998 - 2004
Credit Suisse 1998 - 2003
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Capital Markets
Education
John F. Kennedy School of Government - Harvard University
Executive Education Certificate in Strategic Negotiation
MIT
MIT Shakespeare
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Wellesley College
B.A. Cum laude, Philosophy
Pinny Tam, CISA/CRISC/CRMA's Lehman Brothers Experience 2007 - 2008
Job VP Global Risk Governance Technology & Data at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2014 - Present
Tower Group Companies 2012 - 2014
BNP Paribas 2009 - 2012
Lehman Brothers 2007 - 2008
PricewaterhouseCoopers LLP 2000 - 2007
KPMG LLP 2000 - 2000
Skills
IT Audit, Risk, Audit, Risk Assessment, Compliance, Security, Security Audits, SDLC, Business Process, IT Risk, CISA, Operational Risk..., Enterprise Risk..., SOX, Internal Audit, Operational Risk, Risk Management, SAS70, Risk Mitigation, Internal Controls, IT Governance, Basel II, Sarbanes-Oxley Act, Auditing, IT Risk Management, Information Security, COSO, ITIL, IT Management, Financial Risk, Information Technology
Education
McMaster University
Master
The Chinese University of Hong Kong
Honors Bachelor
Morgan Stanley 2014 - Present
Tower Group Companies 2012 - 2014
BNP Paribas 2009 - 2012
Lehman Brothers 2007 - 2008
PricewaterhouseCoopers LLP 2000 - 2007
KPMG LLP 2000 - 2000
Skills
IT Audit, Risk, Audit, Risk Assessment, Compliance, Security, Security Audits, SDLC, Business Process, IT Risk, CISA, Operational Risk..., Enterprise Risk..., SOX, Internal Audit, Operational Risk, Risk Management, SAS70, Risk Mitigation, Internal Controls, IT Governance, Basel II, Sarbanes-Oxley Act, Auditing, IT Risk Management, Information Security, COSO, ITIL, IT Management, Financial Risk, Information Technology
Education
McMaster University
Master
The Chinese University of Hong Kong
Honors Bachelor
Tina Podhaiski Tina Podhaiski's Lehman Brothers Experience November 1986 - December 1989
Job Experienced IT Project Manager
Industry Information Technology and Services
Experience
Konica Minolta Business Solutions U.S.A., Inc. October 2011 - April 2013
Twin Birch Consultants, Inc. November 2010 - September 2011
Free Agent Information Technology July 2010 - October 2010
Ciba Corporation part of BASF April 1995 - June 2010
Independent Systems Analyst January 1990 - March 1995
Lehman Brothers November 1986 - December 1989
Skills
PMP, Mentoring, Customer Relations, ITIL, Project Planning, Application Development, Project Implementation, Analysis, Project Execution, Project Delivery, Web Applications, User Acceptance Testing, Project Management, Program Management, Process Improvement, Business Analysis, Customer Service, Software Development, Business Process, Software Documentation, Budgets, SDLC, CRM, Governance, Information Technology, Management, Troubleshooting, Business Process..., Testing, Project Portfolio..., Vendor Management, Training, Cross-functional Team..., Disaster Recovery, IT Strategy, Change Management, Leadership, Integration, Infrastructure
Education
Mercy College 1978 — 1983
BS, Business Administration & Marketing
Konica Minolta Business Solutions U.S.A., Inc. October 2011 - April 2013
Twin Birch Consultants, Inc. November 2010 - September 2011
Free Agent Information Technology July 2010 - October 2010
Ciba Corporation part of BASF April 1995 - June 2010
Independent Systems Analyst January 1990 - March 1995
Lehman Brothers November 1986 - December 1989
Skills
PMP, Mentoring, Customer Relations, ITIL, Project Planning, Application Development, Project Implementation, Analysis, Project Execution, Project Delivery, Web Applications, User Acceptance Testing, Project Management, Program Management, Process Improvement, Business Analysis, Customer Service, Software Development, Business Process, Software Documentation, Budgets, SDLC, CRM, Governance, Information Technology, Management, Troubleshooting, Business Process..., Testing, Project Portfolio..., Vendor Management, Training, Cross-functional Team..., Disaster Recovery, IT Strategy, Change Management, Leadership, Integration, Infrastructure
Education
Mercy College 1978 — 1983
BS, Business Administration & Marketing
Greg Sills Greg Sills's Lehman Brothers Experience 1999 - 2008
Job Chief Administrative Officer at Bookspan
Industry Retail
Experience
Bookspan 2011 - Present
Neuberger Berman 2008 - October 2011
Lehman Brothers 1999 - 2008
A.T. Kearney 1996 - 1999
Education
Massachusetts Institute of Technology 1992 — 1996
BS, Mechanical Engineering
Bookspan 2011 - Present
Neuberger Berman 2008 - October 2011
Lehman Brothers 1999 - 2008
A.T. Kearney 1996 - 1999
Education
Massachusetts Institute of Technology 1992 — 1996
BS, Mechanical Engineering
Sigrid Miranda Nubla's Lehman Brothers Experience 2005 - 2005
Job Senior Vice President at Citi Commercial Banking Technology
Industry Banking
Experience
Citi October 2012 - Present
Bank of America Merrill Lynch June 2006 - September 2012
Lehman Brothers 2005 - 2005
Moody's Investors Service September 2001 - July 2004
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
UC Berkeley 1997 — 2001
BA
Citi October 2012 - Present
Bank of America Merrill Lynch June 2006 - September 2012
Lehman Brothers 2005 - 2005
Moody's Investors Service September 2001 - July 2004
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
UC Berkeley 1997 — 2001
BA
Sergey Pichugov, CFA's Lehman Brothers Experience August 2005 - January 2008
Job Trader at a Hedge Fund
Industry Investment Management
Experience
Hedge Fund Management Firm May 2008 - Present
Lehman Brothers August 2005 - January 2008
Goldman Sachs June 2004 - August 2004
Gazprombank July 1998 - August 2003
NeftechimBank July 1995 - June 1998
Skills
Derivatives, Trading, Options, Structured Products, Interest Rate..., Fixed Income, Capital Markets, Hedge Funds, Corporate Finance, Equities
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA
Moscow Institute of Physics and Technology (State University) (MIPT) 1990 — 1996
BS, MS
Hedge Fund Management Firm May 2008 - Present
Lehman Brothers August 2005 - January 2008
Goldman Sachs June 2004 - August 2004
Gazprombank July 1998 - August 2003
NeftechimBank July 1995 - June 1998
Skills
Derivatives, Trading, Options, Structured Products, Interest Rate..., Fixed Income, Capital Markets, Hedge Funds, Corporate Finance, Equities
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA
Moscow Institute of Physics and Technology (State University) (MIPT) 1990 — 1996
BS, MS
Stavros Mohlulis's Lehman Brothers Experience April 1998 - October 1999
Job
Industry Financial Services
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns September 1999 - May 2008
Lehman Brothers April 1998 - October 1999
Skills
Vendor Management, Quality Assurance, Process Improvement, Software Documentation, Project Management, Test Planning, Management, Test Automation, Investment Banking, Trading, Project Planning, Prime Brokerage, Fixed Income, Financial Risk, Trading Systems, Equities, Electronic Trading, Capital Markets, Derivatives, Disaster Recovery, Enterprise Architecture, Financial Services, Hedge Funds, IT Strategy, Integration, LoadRunner, Low Latency, Market Data, QTP, SDLC, Sybase, Unix, Equity Derivatives
Education
McGill University
Master of Science (MSc)
National Technical University of Athens
Bachelor's degree
JP Morgan Chase June 2008 - Present
Bear Stearns September 1999 - May 2008
Lehman Brothers April 1998 - October 1999
Skills
Vendor Management, Quality Assurance, Process Improvement, Software Documentation, Project Management, Test Planning, Management, Test Automation, Investment Banking, Trading, Project Planning, Prime Brokerage, Fixed Income, Financial Risk, Trading Systems, Equities, Electronic Trading, Capital Markets, Derivatives, Disaster Recovery, Enterprise Architecture, Financial Services, Hedge Funds, IT Strategy, Integration, LoadRunner, Low Latency, Market Data, QTP, SDLC, Sybase, Unix, Equity Derivatives
Education
McGill University
Master of Science (MSc)
National Technical University of Athens
Bachelor's degree
Ben Martens's Lehman Brothers Experience July 2002 - July 2007
Job
Industry Capital Markets
Experience
Field Street Capital Management August 2012 - Present
Goldman, Sachs & Co. August 2007 - July 2012
Lehman Brothers July 2002 - July 2007
GE September 2001 - July 2002
Skills
Fixed Income, Capital Markets, Investment Banking, Structuring, Asset Management, Derivatives, Portfolio Management, Bonds, Swaps, Investments
Education
Massachusetts Institute of Technology 1996 — 2001
BS, MS
Field Street Capital Management August 2012 - Present
Goldman, Sachs & Co. August 2007 - July 2012
Lehman Brothers July 2002 - July 2007
GE September 2001 - July 2002
Skills
Fixed Income, Capital Markets, Investment Banking, Structuring, Asset Management, Derivatives, Portfolio Management, Bonds, Swaps, Investments
Education
Massachusetts Institute of Technology 1996 — 2001
BS, MS
Oana Petrone's Lehman Brothers Experience March 2007 - September 2008
Job Vice President at Two Sigma Investments
Industry Financial Services
Experience
Two Sigma Investments May 2014 - Present
JPMorgan Chase July 2013 - May 2014
Barclays Capital September 2008 - May 2013
Lehman Brothers March 2007 - September 2008
Morgan Stanley August 2004 - March 2007
Apple 2003 - 2004
Skills
Equity Derivatives, Derivatives, Equities, Volatility, Hedging, Financial Markets, Electronic Trading, Trading Systems, Market Making, Market Data, Options
Education
Massachusetts Institute of Technology 1999 — 2004
Bachelor, MEng, Computer Science
Two Sigma Investments May 2014 - Present
JPMorgan Chase July 2013 - May 2014
Barclays Capital September 2008 - May 2013
Lehman Brothers March 2007 - September 2008
Morgan Stanley August 2004 - March 2007
Apple 2003 - 2004
Skills
Equity Derivatives, Derivatives, Equities, Volatility, Hedging, Financial Markets, Electronic Trading, Trading Systems, Market Making, Market Data, Options
Education
Massachusetts Institute of Technology 1999 — 2004
Bachelor, MEng, Computer Science
Keegan O'Brien's Lehman Brothers Experience May 2008 - July 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs August 2012 - December 2014
Goldman Sachs September 2011 - August 2012
Barclays Capital August 2009 - September 2011
Lehman Brothers May 2008 - July 2008
CW Henderson May 2007 - January 2008
Skills
Hedge Funds, Asset Managment, Equities, Fixed Income, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Due Diligence, Investment Management, Mergers, Trading, Strategy, Finance, Financial Services, Valuation, Bloomberg Terminal, Equity Valuation, Financial Analysis, Alternative Investments, Bloomberg, Capital Markets, Investment Strategies, Financial Markets, Corporate Finance, Asset Management, Equity Research, Derivatives, Securities, Private Equity, Investment Banking, Mergers & Acquisitions, Financial Advisory, Analysis, Wealth Management, DCF
Education
Tulane University - A.B. Freeman School of Business 2005 — 2009
BS, Finance
Universidad Pontificia Comillas 2007 — 2007
Finance
Miami University 2005 — 2005
Finance
Goldman Sachs January 2015 - Present
Goldman Sachs August 2012 - December 2014
Goldman Sachs September 2011 - August 2012
Barclays Capital August 2009 - September 2011
Lehman Brothers May 2008 - July 2008
CW Henderson May 2007 - January 2008
Skills
Hedge Funds, Asset Managment, Equities, Fixed Income, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Due Diligence, Investment Management, Mergers, Trading, Strategy, Finance, Financial Services, Valuation, Bloomberg Terminal, Equity Valuation, Financial Analysis, Alternative Investments, Bloomberg, Capital Markets, Investment Strategies, Financial Markets, Corporate Finance, Asset Management, Equity Research, Derivatives, Securities, Private Equity, Investment Banking, Mergers & Acquisitions, Financial Advisory, Analysis, Wealth Management, DCF
Education
Tulane University - A.B. Freeman School of Business 2005 — 2009
BS, Finance
Universidad Pontificia Comillas 2007 — 2007
Finance
Miami University 2005 — 2005
Finance
Bob Fuhrman's Lehman Brothers Experience 1983 - 1990
Job Director at Wellington Management
Industry Investment Management
Experience
Wellington Management Executive Director FID & MSCIMorgan Stanley1997 - 2005
Lehman Brothers 1983 - 1990
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1978
MS, Finance
The Johns Hopkins University 1972 — 1976
Wellington Management Executive Director FID & MSCIMorgan Stanley1997 - 2005
Lehman Brothers 1983 - 1990
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1978
MS, Finance
The Johns Hopkins University 1972 — 1976
Shahan Bhaidani's Lehman Brothers Experience January 2007 - February 2007
Job MBA Candidate at MIT Sloan School of Management
Industry Information Technology and Services
Experience
Endurance International Group September 2011 - May 2014
Alliance Consulting Group 2009 - September 2011
J.P. Morgan June 2008 - August 2008
Chartic June 2007 - September 2007
Lehman Brothers January 2007 - February 2007
Skills
Pragmatic Marketing..., Product Management, Analytics, SaaS, Product Launch, Competitive Analysis, Agile Project Management, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2005 — 2009
Endurance International Group September 2011 - May 2014
Alliance Consulting Group 2009 - September 2011
J.P. Morgan June 2008 - August 2008
Chartic June 2007 - September 2007
Lehman Brothers January 2007 - February 2007
Skills
Pragmatic Marketing..., Product Management, Analytics, SaaS, Product Launch, Competitive Analysis, Agile Project Management, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2005 — 2009
Georjee Grover's Lehman Brothers Experience 2006 - 2009
Job VP at CitiGroup
Industry Financial Services
Experience
Citigroup February 2009 - Present
Barclays Capital 2010 - 2010
Lehman Brothers 2006 - 2009
JPMorgan 1993 - 2006
Education
New Jersey Institute of Technology 1995 — 2000
B.S, Computer Science
MIT
Citigroup February 2009 - Present
Barclays Capital 2010 - 2010
Lehman Brothers 2006 - 2009
JPMorgan 1993 - 2006
Education
New Jersey Institute of Technology 1995 — 2000
B.S, Computer Science
MIT
Ivan Anikienko PMP's Lehman Brothers Experience August 2006 - October 2007
Job Network solutions
Industry Information Technology and Services
Experience
Presidio October 2013 - Present
Forsythe April 2012 - October 2013
Mylan March 2008 - April 2012
Dash Carrier Services October 2007 - March 2008
Lehman Brothers August 2006 - October 2007
Sungard Data Services August 2005 - August 2006
Modis 2006 - 2006
Inflow Inc January 2004 - August 2005
Skills
Cisco Technologies, MPLS, WAN, BGP, DNS, Juniper, OSPF, Checkpoint, EIGRP, F5 BigIP, Cisco Call Manager, Ethernet, CCNA, HP Openview, Netcool, SIP, T1, SSL, Cisco Certified, CiscoWorks, VMware, Servers, VoIP, Cisco IOS, VPN, NAS, Juniper Technologies, Routers, Networking
Education
Messiah College 1998 — 2003
Bachelor's degree, Computer Science
Presidio October 2013 - Present
Forsythe April 2012 - October 2013
Mylan March 2008 - April 2012
Dash Carrier Services October 2007 - March 2008
Lehman Brothers August 2006 - October 2007
Sungard Data Services August 2005 - August 2006
Modis 2006 - 2006
Inflow Inc January 2004 - August 2005
Skills
Cisco Technologies, MPLS, WAN, BGP, DNS, Juniper, OSPF, Checkpoint, EIGRP, F5 BigIP, Cisco Call Manager, Ethernet, CCNA, HP Openview, Netcool, SIP, T1, SSL, Cisco Certified, CiscoWorks, VMware, Servers, VoIP, Cisco IOS, VPN, NAS, Juniper Technologies, Routers, Networking
Education
Messiah College 1998 — 2003
Bachelor's degree, Computer Science
Valerie Monchi's Lehman Brothers Experience 2000 - 2008
Job Managing Director, Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank September 2008 - Present
Lehman Brothers 2000 - 2008
Education
University of Oxford 1986 — 1989
McGill University
BA
Barclays Investment Bank September 2008 - Present
Lehman Brothers 2000 - 2008
Education
University of Oxford 1986 — 1989
McGill University
BA
Duncan, Robert's Lehman Brothers Experience January 1990 - January 1992
Job Sales at MercedesBenz USA
Industry Marketing and Advertising
Experience
Mercedes-Benz USA March 2015 - Present
Pinnacle Media, LLC 2010 - Present
TackleBox Media December 2014 - March 2015
DCM, LLC January 1999 - January 2010
Bear Stearns & Company January 1992 - January 1997
Lehman Brothers January 1990 - January 1992
Skills
New Business Development, Marketing Strategy, Marketing, Customer Service, Entrepreneurship, Business Strategy, Strategy, Strategic Planning, Contract Negotiation, Sales, Investments, Mergers & Acquisitions, Start-ups, Press Releases, Negotiation, Management
Education
Medical University of South Carolina 1982 — 1984
The University of Georgia 1978 — 1982
Bachelor of Science (BS)
Mercedes-Benz USA March 2015 - Present
Pinnacle Media, LLC 2010 - Present
TackleBox Media December 2014 - March 2015
DCM, LLC January 1999 - January 2010
Bear Stearns & Company January 1992 - January 1997
Lehman Brothers January 1990 - January 1992
Skills
New Business Development, Marketing Strategy, Marketing, Customer Service, Entrepreneurship, Business Strategy, Strategy, Strategic Planning, Contract Negotiation, Sales, Investments, Mergers & Acquisitions, Start-ups, Press Releases, Negotiation, Management
Education
Medical University of South Carolina 1982 — 1984
The University of Georgia 1978 — 1982
Bachelor of Science (BS)
Kathy (Kathy Park) Hahn's Lehman Brothers Experience July 2001 - December 2002
Job Portfolio Manager at North Carolina Department of State Treasurer Retirement Systems Division
Industry Investment Management
Experience
North Carolina Department of State Treasurer -Retirement Systems Division February 2011 - Present
Swiss Re July 2009 - July 2010
JPMorgan Chase & Co. February 2003 - June 2006
Lehman Brothers July 2001 - December 2002
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Massachusetts Institute of Technology 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
North Carolina Department of State Treasurer -Retirement Systems Division February 2011 - Present
Swiss Re July 2009 - July 2010
JPMorgan Chase & Co. February 2003 - June 2006
Lehman Brothers July 2001 - December 2002
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
Massachusetts Institute of Technology 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Jeff Goodwin's Lehman Brothers Experience March 2004 - October 2008
Job Partner at Hampton Partners, LLC
Industry Financial Services
Experience
Hampton Partners, LLC September 2015 - Present
Barclays Capital January 2011 - September 2015
Barclays Capital October 2008 - December 2010
Lehman Brothers March 2004 - October 2008
Lehman Brothers March 2000 - March 2004
Simpson Thacher & Bartlett LLP October 1995 - March 2000
Skills
High Yield, Capital Markets, Fixed Income, Private Equity, Investment Banking, Hedge Funds, Trading, Credit, Equities, Structured Finance, Corporate Finance, Corporate Law
Education
New York University School of Law 1992 — 1995
JD, Law
McGill University 1989 — 1992
B Comm, Finance and Accounting
Hampton Partners, LLC September 2015 - Present
Barclays Capital January 2011 - September 2015
Barclays Capital October 2008 - December 2010
Lehman Brothers March 2004 - October 2008
Lehman Brothers March 2000 - March 2004
Simpson Thacher & Bartlett LLP October 1995 - March 2000
Skills
High Yield, Capital Markets, Fixed Income, Private Equity, Investment Banking, Hedge Funds, Trading, Credit, Equities, Structured Finance, Corporate Finance, Corporate Law
Education
New York University School of Law 1992 — 1995
JD, Law
McGill University 1989 — 1992
B Comm, Finance and Accounting
Graham Curchin's Lehman Brothers Experience 2003 - 2008
Job Asst Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2008 - Present
Lehman Brothers 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Trading, Equity Derivatives, Financial Modeling, Investments, Options
Education
Miami University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Credit Suisse September 2008 - Present
Lehman Brothers 2003 - 2008
Banc of America Securities 2000 - 2003
Skills
Fixed Income, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Trading, Equity Derivatives, Financial Modeling, Investments, Options
Education
Miami University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Drew Abbs's Lehman Brothers Experience December 2006 - June 2008
Job at Visa
Industry Information Technology and Services
Experience
Visa June 2008 - Present
Lehman Brothers December 2006 - June 2008
Aurora Loan Services January 2006 - December 2006
iBeta Quality Assurance May 2005 - December 2005
Janus Mutual Funds April 1999 - October 2001
Skills
Leadership, Quality Assurance, SDLC, Software Development, Business Intelligence, Integration, Agile Methodologies, Enterprise Architecture, Software Project..., Software Quality..., QTP, Requirements Analysis, Testing, Test Planning, Vendor Management, Quality Center, Program Management, Business Analysis, User Acceptance Testing, Payment Systems, Unix, PMP, Scrum, PMO, Computer Software..., IT Strategy, Test Automation
Education
Metropolitan State University of Denver
Bach of Science, Computer Science
Visa June 2008 - Present
Lehman Brothers December 2006 - June 2008
Aurora Loan Services January 2006 - December 2006
iBeta Quality Assurance May 2005 - December 2005
Janus Mutual Funds April 1999 - October 2001
Skills
Leadership, Quality Assurance, SDLC, Software Development, Business Intelligence, Integration, Agile Methodologies, Enterprise Architecture, Software Project..., Software Quality..., QTP, Requirements Analysis, Testing, Test Planning, Vendor Management, Quality Center, Program Management, Business Analysis, User Acceptance Testing, Payment Systems, Unix, PMP, Scrum, PMO, Computer Software..., IT Strategy, Test Automation
Education
Metropolitan State University of Denver
Bach of Science, Computer Science
Bill Hillegass's Lehman Brothers Experience April 2007 - September 2008
Job Equity Derivatives Trader
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers April 2007 - September 2008
UBS June 2003 - April 2007
Skills
Equities, Equity Derivatives, Trading Systems, Options, Electronic Trading, Derivatives, Hedge Funds, Trading, Bloomberg, Fixed Income, Volatility, Quantitative Finance, Equity Trading, Capital Markets, Structured Products, Financial Markets, Investment Banking
Education
The University of Chicago 2003 — 2005
MS, Financial Mathematics
Massachusetts Institute of Technology 2000 — 2003
Bachelor of Science (BS), Dual degrees Mathematics(18) and Finance(15)
Barclays Capital September 2008 - Present
Lehman Brothers April 2007 - September 2008
UBS June 2003 - April 2007
Skills
Equities, Equity Derivatives, Trading Systems, Options, Electronic Trading, Derivatives, Hedge Funds, Trading, Bloomberg, Fixed Income, Volatility, Quantitative Finance, Equity Trading, Capital Markets, Structured Products, Financial Markets, Investment Banking
Education
The University of Chicago 2003 — 2005
MS, Financial Mathematics
Massachusetts Institute of Technology 2000 — 2003
Bachelor of Science (BS), Dual degrees Mathematics(18) and Finance(15)
Kilcha Chalmers's Lehman Brothers Experience July 2004 - June 2005
Job Investment Operations Manager/Executive Assistant at SRS Capital Advisors, Inc
Industry Investment Management
Experience
SRS Capital Advisors, Inc. November 2006 - Present
GoEngineer February 2011 - April 2012
Lehman Brothers July 2004 - June 2005
Oaktree Capital Management September 2003 - June 2004
AXA Advisors January 1994 - August 2003
Skills
Marketing, Project Management, Integration, Customer Service, Calendars, New Business Development
Education
Metropolitan State University of Denver 1991 — 1998
B.A., Sociology (Minor Psychology)
Standley Lake High School 1988 — 1991
SRS Capital Advisors, Inc. November 2006 - Present
GoEngineer February 2011 - April 2012
Lehman Brothers July 2004 - June 2005
Oaktree Capital Management September 2003 - June 2004
AXA Advisors January 1994 - August 2003
Skills
Marketing, Project Management, Integration, Customer Service, Calendars, New Business Development
Education
Metropolitan State University of Denver 1991 — 1998
B.A., Sociology (Minor Psychology)
Standley Lake High School 1988 — 1991
Kate Rice's Lehman Brothers Experience October 2006 - April 2008
Job Associate Director at Kellogg School of Management
Industry Education Management
Experience
Kellogg School of Management December 2011 - Present
Kellogg School of Management June 2008 - December 2011
Lehman Brothers October 2006 - April 2008
Mortgage Lenders Network January 2005 - September 2006
Skills
Strategic Planning, Customer Relations, New Business Development, Business Development, Project Management, Program Management, Event Planning, Recruiting, Account Management, Team Building, Cross-functional Team..., Customer Service, Leadership, Entrepreneurship, Strategy, Nonprofits
Education
Miami University 1999 — 2003
Business, Management
Kellogg School of Management December 2011 - Present
Kellogg School of Management June 2008 - December 2011
Lehman Brothers October 2006 - April 2008
Mortgage Lenders Network January 2005 - September 2006
Skills
Strategic Planning, Customer Relations, New Business Development, Business Development, Project Management, Program Management, Event Planning, Recruiting, Account Management, Team Building, Cross-functional Team..., Customer Service, Leadership, Entrepreneurship, Strategy, Nonprofits
Education
Miami University 1999 — 2003
Business, Management
Jerry Thames's Lehman Brothers Experience February 2000 - June 2002
Job Independent Consultant,
Industry Management Consulting
Experience
Booz Allen Hamilton June 2008 - September 2012
National Counterrorism Center February 2006 - June 2008
Coalition Provisional Authority February 2004 - August 2004
I-Force 2001 - 2003
Network Telephone 2001 - 2003
Open Reach 2001 - 2003
Lehman Brothers February 2000 - June 2002
Hermes Eurotel 1995 - 1999
Global Telesystems 1994 - 1999
Global Telesystems 1994 - 1995
Skills
Business Development, Strategic Planning, Consulting, Management Consulting, Strategy, Mergers, Program Management, Business Strategy, Change Management, Start-ups, Business Transformation, Professional Services, Managerial Finance, Governance, Business Planning, Integration, Project Management, Private Equity, Business Intelligence, Venture Capital, Business Process..., New Business Development, Restructuring, Telecommunications, Cloud Computing, Stakeholder Management, Product Management, Team Leadership, Cultural Transformation, National Security, Biotechnology, Management, Mergers & Acquisitions, Executive Management, Strategic Partnerships, Identity Management, Government, Project Portfolio..., Outsourcing, Leadership, IT Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1983
Sloan Masters of Management, Business Administration and Management, General
Mississippi State University - College of Business and Industry
Master of Business Administration (M.B.A.), Business/Managerial Economics
Mississippi State University Engineering
BS, Nuclear Engineering
Starkville High School, Starkville, Mississippi
Booz Allen Hamilton June 2008 - September 2012
National Counterrorism Center February 2006 - June 2008
Coalition Provisional Authority February 2004 - August 2004
I-Force 2001 - 2003
Network Telephone 2001 - 2003
Open Reach 2001 - 2003
Lehman Brothers February 2000 - June 2002
Hermes Eurotel 1995 - 1999
Global Telesystems 1994 - 1999
Global Telesystems 1994 - 1995
Skills
Business Development, Strategic Planning, Consulting, Management Consulting, Strategy, Mergers, Program Management, Business Strategy, Change Management, Start-ups, Business Transformation, Professional Services, Managerial Finance, Governance, Business Planning, Integration, Project Management, Private Equity, Business Intelligence, Venture Capital, Business Process..., New Business Development, Restructuring, Telecommunications, Cloud Computing, Stakeholder Management, Product Management, Team Leadership, Cultural Transformation, National Security, Biotechnology, Management, Mergers & Acquisitions, Executive Management, Strategic Partnerships, Identity Management, Government, Project Portfolio..., Outsourcing, Leadership, IT Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1983
Sloan Masters of Management, Business Administration and Management, General
Mississippi State University - College of Business and Industry
Master of Business Administration (M.B.A.), Business/Managerial Economics
Mississippi State University Engineering
BS, Nuclear Engineering
Starkville High School, Starkville, Mississippi
Jonathan Lii's Lehman Brothers Experience June 2006 - September 2008
Job Strategy Consultant
Industry Financial Services
Experience
IBM August 2014 - September 2015
Ten Ren Tea May 2011 - June 2012
UBS Securities Co., Ltd April 2010 - May 2011
Orion Capital Management September 2009 - April 2010
Community Lab - Partnered with Earth Institute January 2009 - September 2009
Lehman Brothers June 2006 - September 2008
Skills
Equities, Corporate Finance, Investments, Strategy, Trading, Fixed Income, Data Analysis, Valuation, Financial Modeling, Analysis, Management Consulting, Financial Analysis, Mutual Funds, R, Business Analytics, Portfolio Management, Consulting, Project Management, Analytics, Python
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy, Marketing, and Finance
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Mathematics and Management
IBM August 2014 - September 2015
Ten Ren Tea May 2011 - June 2012
UBS Securities Co., Ltd April 2010 - May 2011
Orion Capital Management September 2009 - April 2010
Community Lab - Partnered with Earth Institute January 2009 - September 2009
Lehman Brothers June 2006 - September 2008
Skills
Equities, Corporate Finance, Investments, Strategy, Trading, Fixed Income, Data Analysis, Valuation, Financial Modeling, Analysis, Management Consulting, Financial Analysis, Mutual Funds, R, Business Analytics, Portfolio Management, Consulting, Project Management, Analytics, Python
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy, Marketing, and Finance
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Mathematics and Management
Danning Dong's Lehman Brothers Experience January 2006 - September 2008
Job at
Industry Financial Services
Experience
TBA April 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers January 2006 - September 2008
Stanford Linear Accelerator Center 1999 - 2005
Education
Massachusetts Institute of Technology 1992 — 1999
Ph.D., Physics
Yale University 1989 — 1992
B.S., Physics
TBA April 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers January 2006 - September 2008
Stanford Linear Accelerator Center 1999 - 2005
Education
Massachusetts Institute of Technology 1992 — 1999
Ph.D., Physics
Yale University 1989 — 1992
B.S., Physics
Harry Sims's Lehman Brothers Experience August 2004 - October 2008
Job Director Consulting Services PMO at The TriZetto Group
Industry Information Technology and Services
Experience
The TriZetto Group June 2011 - Present
Aurora Bank FSB October 2008 - June 2011
Lehman Brothers August 2004 - October 2008
IBM Global Services 1997 - 2004
AT&T 1995 - 1997
Skills
SDLC, Business Analysis, Vendor Management, Risk Management, Process Improvement, Business Requirements, Software Project..., Visio, Requirements Gathering, Project Management, PMO, Program Management, Business Process..., Portfolio Management, Capital Markets, Change Management, Loans, Project Portfolio..., Financial Risk, Loan Origination, Strategy, User Acceptance Testing, Management, Agile Methodologies
Education
The College of New Jersey 1985 — 1989
Mercer County Community College
The TriZetto Group June 2011 - Present
Aurora Bank FSB October 2008 - June 2011
Lehman Brothers August 2004 - October 2008
IBM Global Services 1997 - 2004
AT&T 1995 - 1997
Skills
SDLC, Business Analysis, Vendor Management, Risk Management, Process Improvement, Business Requirements, Software Project..., Visio, Requirements Gathering, Project Management, PMO, Program Management, Business Process..., Portfolio Management, Capital Markets, Change Management, Loans, Project Portfolio..., Financial Risk, Loan Origination, Strategy, User Acceptance Testing, Management, Agile Methodologies
Education
The College of New Jersey 1985 — 1989
Mercer County Community College
Aaron Marcus's Lehman Brothers Experience July 2007 - April 2008
Job Exhibit Researcher at History Colorado
Industry Information Technology and Services
Experience
History Colorado August 2008 - Present
lehman brothers July 2007 - April 2008
Skills
Research, Higher Education, Photoshop, InDesign, Data Analysis, Illustrator, Adobe Bridge, Microsoft Office, Public Speaking, Teaching, PowerPoint, Qualitative Research, Editing, Community Outreach, Event Planning, Grant Writing
Education
University of Colorado Denver 2008 — 2012
Graduate, Public History
Metropolitan State University of Denver 1999 — 2003
BA, History
History Colorado August 2008 - Present
lehman brothers July 2007 - April 2008
Skills
Research, Higher Education, Photoshop, InDesign, Data Analysis, Illustrator, Adobe Bridge, Microsoft Office, Public Speaking, Teaching, PowerPoint, Qualitative Research, Editing, Community Outreach, Event Planning, Grant Writing
Education
University of Colorado Denver 2008 — 2012
Graduate, Public History
Metropolitan State University of Denver 1999 — 2003
BA, History
Ken Stevenson's Lehman Brothers Experience 1996 - 2006
Job
Industry Commercial Real Estate
Experience
M&T Bank 2013 - Present
BrownStone Capital Group 2012 - 2013
Vanguard 2008 - 2012
SunTrust Bank 2006 - 2008
Lehman Brothers 1996 - 2006
Standard & Poor's 1991 - 1996
Skills
CMBS, Loan Origination, Underwriting, Credit Analysis, Securitization, Buy-side, Valuation, Structuring, Real Estate Finance, Risk Management, Asset Management, Credit Risk, Due Diligence, Loss Mitigation, Investment Banking, Asset Managment, Real Estate Economics, Financial Structuring, Alternative Investments, Banking, Bloomberg, Bonds, Capital Markets, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Derivatives, Equities, Disposition, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Management, Investments, Leveraged Finance, Mezzanine, Loans, Mortgage Lending, Portfolio Management, Private Equity, Real Estate, Real Estate Financing, Securities, Structured Finance
Education
Massachusetts Institute of Technology 1989 — 1991
MS, Real Estate/Urban Planning
M&T Bank 2013 - Present
BrownStone Capital Group 2012 - 2013
Vanguard 2008 - 2012
SunTrust Bank 2006 - 2008
Lehman Brothers 1996 - 2006
Standard & Poor's 1991 - 1996
Skills
CMBS, Loan Origination, Underwriting, Credit Analysis, Securitization, Buy-side, Valuation, Structuring, Real Estate Finance, Risk Management, Asset Management, Credit Risk, Due Diligence, Loss Mitigation, Investment Banking, Asset Managment, Real Estate Economics, Financial Structuring, Alternative Investments, Banking, Bloomberg, Bonds, Capital Markets, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Derivatives, Equities, Disposition, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Management, Investments, Leveraged Finance, Mezzanine, Loans, Mortgage Lending, Portfolio Management, Private Equity, Real Estate, Real Estate Financing, Securities, Structured Finance
Education
Massachusetts Institute of Technology 1989 — 1991
MS, Real Estate/Urban Planning
Sean OConnell FRM's Lehman Brothers Experience 2004 - 2005
Job Senior Manager at Ernst & Young
Industry Capital Markets
Experience
Ernst & Young May 2005 - Present
Lehman Brothers 2004 - 2005
Bank of New York Mellon 2001 - 2004
Education
McGill University 1996 — 2000
Ernst & Young May 2005 - Present
Lehman Brothers 2004 - 2005
Bank of New York Mellon 2001 - 2004
Education
McGill University 1996 — 2000
Peter Zhuang's Lehman Brothers Experience 1995 - 2003
Job MD at Natixis
Industry Financial Services
Doug Silver's Lehman Brothers Experience 1991 - 1993
Job President at Bristol Asset Management
Industry Financial Services
Experience
Bristol Asset Management 2000 - Present
Merrill Lynch 1993 - 1995
Lehman Brothers 1991 - 1993
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1983
S.M. Management, Finance and Accounting
University of Pennsylvania 1975 — 1979
BA, International Relations
Bristol Asset Management 2000 - Present
Merrill Lynch 1993 - 1995
Lehman Brothers 1991 - 1993
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1983
S.M. Management, Finance and Accounting
University of Pennsylvania 1975 — 1979
BA, International Relations
Donald Sunderland's Lehman Brothers Experience January 1992 - May 1994
Job Deputy Commissioner for Application Development at City of New York
Industry Information Technology and Services
Experience
City of New York July 2012 - Present
ExerBlast November 2009 - July 2012
Misys October 2007 - November 2009
IBM October 2006 - October 2007
Edison Schools January 1999 - February 2006
UBS September 1995 - October 1998
Sumitomo Bank Capital Markets May 1994 - September 1995
Lehman Brothers January 1992 - May 1994
Skills
Project Planning, Strategic Planning, Portfolio Management, Vendor Management, Strategy, Contract Negotiation, Leadership, Management, Program Management, Product Development, Budgets, Planning, Project Management, Software Development, Business Planning, Mergers & Acquisitions, Start-ups, Business Analysis, SDLC, IT Strategy
Education
Metropolitan State University of Denver 1973 — 1977
BA, Modern Languages/Mathematics
City of New York July 2012 - Present
ExerBlast November 2009 - July 2012
Misys October 2007 - November 2009
IBM October 2006 - October 2007
Edison Schools January 1999 - February 2006
UBS September 1995 - October 1998
Sumitomo Bank Capital Markets May 1994 - September 1995
Lehman Brothers January 1992 - May 1994
Skills
Project Planning, Strategic Planning, Portfolio Management, Vendor Management, Strategy, Contract Negotiation, Leadership, Management, Program Management, Product Development, Budgets, Planning, Project Management, Software Development, Business Planning, Mergers & Acquisitions, Start-ups, Business Analysis, SDLC, IT Strategy
Education
Metropolitan State University of Denver 1973 — 1977
BA, Modern Languages/Mathematics
Brennan Hopson's Lehman Brothers Experience July 2008 - September 2008
Job Software Engineer at Membersuite, Inc.
Industry Computer Software
Experience
Membersuite, Inc. July 2013 - Present
Barclays Capital March 2012 - June 2013
Barclays Capital March 2010 - March 2012
Barclays Capital September 2008 - March 2010
Lehman Brothers July 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Fixed Income, Options, Valuation, Investment Banking, SQL, Research
Education
Massachusetts Institute of Technology 2004 — 2008
Membersuite, Inc. July 2013 - Present
Barclays Capital March 2012 - June 2013
Barclays Capital March 2010 - March 2012
Barclays Capital September 2008 - March 2010
Lehman Brothers July 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Fixed Income, Options, Valuation, Investment Banking, SQL, Research
Education
Massachusetts Institute of Technology 2004 — 2008
Kyle Saunders, MBA's Lehman Brothers Experience June 1998 - September 2003
Job Vice President OTC Derivative Settlement Operations at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2011 - Present
Wachovia Securities a Wells Fargo Company September 2003 - March 2011
Lehman Brothers June 1998 - September 2003
Skills
Banking, Bloomberg, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Middle Office, Risk Management, Securities, Series 7
Education
Strayer University 2011 — 2014
Master of Business Administration (M.B.A.), Accounting
Mercy College 1994 — 1998
BA, Public Accounting
Wells Fargo Securities March 2011 - Present
Wachovia Securities a Wells Fargo Company September 2003 - March 2011
Lehman Brothers June 1998 - September 2003
Skills
Banking, Bloomberg, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Middle Office, Risk Management, Securities, Series 7
Education
Strayer University 2011 — 2014
Master of Business Administration (M.B.A.), Accounting
Mercy College 1994 — 1998
BA, Public Accounting
Renaud Fournier's Lehman Brothers Experience July 1997 - May 2008
Job Executive Head of Program Services Office at New York University
Industry Higher Education
Experience
New York University December 2008 - Present
Lehman Brothers July 1997 - May 2008
Deloitte & Touche Management Consulting August 1995 - July 1997
Skills
Program Management, Strategic Planning, Process Engineering, Team Building, Customer Relations, Contract Management, Budgeting, Architecture, Process Improvement, IT Strategy, Enterprise Architecture, Integration, Vendor Management, Change Management, Business Strategy, Operations Management, Service Delivery, Budgets, Team Leadership, Product Management, Customer Service, Project Management, Business Analysis, Business Process..., Data Analysis, Risk Management, PMO, Financial Services, Management, Strategy, Business Process, Business Intelligence, Analysis, Governance
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
MS, Operations Research
University of California, Los Angeles 1989 — 1993
BA, Anthropology
University of California, Los Angeles 1989 — 1993
BS, Mathematics Applied to Economics
New York University December 2008 - Present
Lehman Brothers July 1997 - May 2008
Deloitte & Touche Management Consulting August 1995 - July 1997
Skills
Program Management, Strategic Planning, Process Engineering, Team Building, Customer Relations, Contract Management, Budgeting, Architecture, Process Improvement, IT Strategy, Enterprise Architecture, Integration, Vendor Management, Change Management, Business Strategy, Operations Management, Service Delivery, Budgets, Team Leadership, Product Management, Customer Service, Project Management, Business Analysis, Business Process..., Data Analysis, Risk Management, PMO, Financial Services, Management, Strategy, Business Process, Business Intelligence, Analysis, Governance
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
MS, Operations Research
University of California, Los Angeles 1989 — 1993
BA, Anthropology
University of California, Los Angeles 1989 — 1993
BS, Mathematics Applied to Economics
Elizabeth Lin's Lehman Brothers Experience June 2006 - September 2008
Job Director at Credit Suisse
Industry Investment Banking
Experience
Lehman Brothers June 2006 - September 2008
Credit Suisse June 2005 - August 2005
Education
Massachusetts Institute of Technology 2002 — 2006
B.S., Mechanical Engineering; Management
Lehman Brothers June 2006 - September 2008
Credit Suisse June 2005 - August 2005
Education
Massachusetts Institute of Technology 2002 — 2006
B.S., Mechanical Engineering; Management
David Deutsch's Lehman Brothers Experience 1993 - 2008
Job Senior Portfolio Manager at ICG Alternative Credit
Industry Capital Markets
Experience
ICG Alternative Credit September 2014 - Present
Montclair United Soccer Club January 2011 - June 2014
ZAIS Group, LLC September 2008 - June 2012
Lehman Brothers 1993 - 2008
Skills
CDO, ABS, Structured Finance, Alternative Investments, Securitization, CMBS, Capital Markets, Fixed Income, Hedge Funds, Structured Products, Derivatives, Asset Managment, Financial Structuring
Education
Massachusetts Institute of Technology 1991 — 1993
M.S., Real Estate
Stanford University 1981 — 1985
A.B., History
ICG Alternative Credit September 2014 - Present
Montclair United Soccer Club January 2011 - June 2014
ZAIS Group, LLC September 2008 - June 2012
Lehman Brothers 1993 - 2008
Skills
CDO, ABS, Structured Finance, Alternative Investments, Securitization, CMBS, Capital Markets, Fixed Income, Hedge Funds, Structured Products, Derivatives, Asset Managment, Financial Structuring
Education
Massachusetts Institute of Technology 1991 — 1993
M.S., Real Estate
Stanford University 1981 — 1985
A.B., History
Jason Hung's Lehman Brothers Experience July 2004 - October 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Tower Research Capital August 2011 - Present
Barclays Capital October 2008 - August 2011
Lehman Brothers July 2004 - October 2008
Citadel Investment Group June 2003 - August 2003
PaineWebber June 2001 - August 2001
Education
Massachusetts Institute of Technology 2000 — 2004
BS, Computer Science
Tower Research Capital August 2011 - Present
Barclays Capital October 2008 - August 2011
Lehman Brothers July 2004 - October 2008
Citadel Investment Group June 2003 - August 2003
PaineWebber June 2001 - August 2001
Education
Massachusetts Institute of Technology 2000 — 2004
BS, Computer Science
Grace Chou, CFA's Lehman Brothers Experience 2006 - 2008
Job Global Product Sales
Industry Financial Services
Experience
Citi 2012 - Present
Citadel Securities 2010 - 2012
Barclays Capital 2008 - 2010
Lehman Brothers 2006 - 2008
Fidelity Capital Markets 2005 - 2006
Skills
Electronic Trading, Equities, Derivatives, Equity Trading, Equity Derivatives, Capital Markets, Bloomberg, Options, Trading Systems, Structured Products, Trading, Hedge Funds, Financial Markets
Education
Massachusetts Institute of Technology 2001 — 2005
BS, Management Science, Economics minor
Citi 2012 - Present
Citadel Securities 2010 - 2012
Barclays Capital 2008 - 2010
Lehman Brothers 2006 - 2008
Fidelity Capital Markets 2005 - 2006
Skills
Electronic Trading, Equities, Derivatives, Equity Trading, Equity Derivatives, Capital Markets, Bloomberg, Options, Trading Systems, Structured Products, Trading, Hedge Funds, Financial Markets
Education
Massachusetts Institute of Technology 2001 — 2005
BS, Management Science, Economics minor
Sunny Chung's Lehman Brothers Experience September 2006 - September 2008
Job Managing Director at ITG
Industry Investment Banking
Experience
ITG November 2010 - Present
Nomura Securities September 2008 - November 2010
Lehman Brothers September 2006 - September 2008
Banc of America Securities 2004 - August 2006
Bloomberg 1998 - 1998
CSFB 1995 - 1997
Baring Securities 1993 - 1995
Bankers Trust 1987 - 1992
Skills
Equities, Electronic Trading, Trading, Equity Derivatives, Options
Education
Massachusetts Institute of Technology 1983 — 1987
SB, Management Science
commack high school north 1980 — 1983
ITG November 2010 - Present
Nomura Securities September 2008 - November 2010
Lehman Brothers September 2006 - September 2008
Banc of America Securities 2004 - August 2006
Bloomberg 1998 - 1998
CSFB 1995 - 1997
Baring Securities 1993 - 1995
Bankers Trust 1987 - 1992
Skills
Equities, Electronic Trading, Trading, Equity Derivatives, Options
Education
Massachusetts Institute of Technology 1983 — 1987
SB, Management Science
commack high school north 1980 — 1983
Zhaoxiong (Simon) Xu's Lehman Brothers Experience February 2007 - May 2009
Job Director of Software Development at Gravitas
Industry Financial Services
Experience
Gravitas May 2010 - Present
Consultant worked at Apollo Global Management LLC May 2009 - May 2010
Lehman Brothers February 2007 - May 2009
HSBC June 2000 - February 2007
St. Paul Companies October 1998 - June 2000
Teletech Inc. May 1994 - October 1998
CNOOC Limited July 1988 - July 1991
Skills
Investments, Java, Trading Systems, Software Development, Business Analysis
Education
McNeese State University 1991 — 1994
Master of Business Administration (MBA), Major in MBA/Minor in Computer Science
China University of Petroleum 1984 — 1988
Bachelor of Science (BS), Industrial Engineering
Gravitas May 2010 - Present
Consultant worked at Apollo Global Management LLC May 2009 - May 2010
Lehman Brothers February 2007 - May 2009
HSBC June 2000 - February 2007
St. Paul Companies October 1998 - June 2000
Teletech Inc. May 1994 - October 1998
CNOOC Limited July 1988 - July 1991
Skills
Investments, Java, Trading Systems, Software Development, Business Analysis
Education
McNeese State University 1991 — 1994
Master of Business Administration (MBA), Major in MBA/Minor in Computer Science
China University of Petroleum 1984 — 1988
Bachelor of Science (BS), Industrial Engineering
Catherine Kite-Strycharz's Lehman Brothers Experience February 1999 - December 2008
Job at Deustche Bank
Industry Financial Services
Experience
Deustche Bank June 2010 - Present
Barclays Capital November 2009 - March 2010
Penn Jersey Educational Radio Corporation May 2001 - December 2009
Lehman Brothers February 1999 - December 2008
Mercer County April 1989 - February 1999
Education
Rider University 1996 — 1999
BS, Business, Computer Science
Mercer County Community College 1988 — 1992
AAS, Biology
Deustche Bank June 2010 - Present
Barclays Capital November 2009 - March 2010
Penn Jersey Educational Radio Corporation May 2001 - December 2009
Lehman Brothers February 1999 - December 2008
Mercer County April 1989 - February 1999
Education
Rider University 1996 — 1999
BS, Business, Computer Science
Mercer County Community College 1988 — 1992
AAS, Biology
Allison Holt (Knuth)'s Lehman Brothers Experience 2003 - 2008
Job Director at Barclays
Industry Financial Services
Experience
Barclays August 2012 - Present
Barclays May 2010 - August 2012
Bank of the West January 2010 - June 2010
Bank of the West April 2009 - January 2010
Lehman Brothers Bank August 2007 - June 2008
Lehman Brothers 2003 - 2008
Merrill Lynch August 1999 - August 2003
Fineman Associates Public Relations November 1988 - May 1999
Skills
Strategic Planning, Business Planning, Management, Competitive Analysis, Performance Management, Recruiting, Marketing, Financial Modeling, Mergers, Project Planning, Leadership, Financial Analysis, Risk Management, Investment Banking, Strategy, Business Strategy
Education
University of the Pacific 1985 — 1987
BS, Business Administration
Menlo College 1983 — 1985
Business
Barclays August 2012 - Present
Barclays May 2010 - August 2012
Bank of the West January 2010 - June 2010
Bank of the West April 2009 - January 2010
Lehman Brothers Bank August 2007 - June 2008
Lehman Brothers 2003 - 2008
Merrill Lynch August 1999 - August 2003
Fineman Associates Public Relations November 1988 - May 1999
Skills
Strategic Planning, Business Planning, Management, Competitive Analysis, Performance Management, Recruiting, Marketing, Financial Modeling, Mergers, Project Planning, Leadership, Financial Analysis, Risk Management, Investment Banking, Strategy, Business Strategy
Education
University of the Pacific 1985 — 1987
BS, Business Administration
Menlo College 1983 — 1985
Business
Tracy Dembicer's Lehman Brothers Experience 1993 - October 2008
Job Commercial Real Estate and Structured Finance Professional
Industry Commercial Real Estate
Experience
First Niagara Financial Group May 2012 - Present
HSBC 2010 - 2012
Lehman Brothers 1993 - October 2008
Moodys Investor Services 1985 - 1993
American International Group 1983 - 1985
Skills
CMBS, Structured Finance, Financial Structuring, Securitization, Due Diligence, Portfolio Management, Capital Markets
Education
Maurice A. Deane School of Law at Hofstra University 1980 — 1983
Juris Doctorate, Law
First Niagara Financial Group May 2012 - Present
HSBC 2010 - 2012
Lehman Brothers 1993 - October 2008
Moodys Investor Services 1985 - 1993
American International Group 1983 - 1985
Skills
CMBS, Structured Finance, Financial Structuring, Securitization, Due Diligence, Portfolio Management, Capital Markets
Education
Maurice A. Deane School of Law at Hofstra University 1980 — 1983
Juris Doctorate, Law
Kurt Koschnitzke's Lehman Brothers Experience June 2003 - September 2008
Job Partner at GMG Investment Advisors
Industry Financial Services
Experience
GMG Investment Advisors November 2010 - Present
Barclays Investment Bank September 2008 - November 2010
Lehman Brothers June 2003 - September 2008
Procter & Gamble 1997 - 2002
Skills
Credit, Fixed Income, Investment Banking, Trading, Capital Markets, Derivatives, Financial Structuring, Financial Modeling, Valuation, Hedge Funds, Equities, Private Equity
Education
University of Virginia Darden School of Business 2002 — 2004
MBA, MBA
Massachusetts Institute of Technology 1993 — 1997
BS, Mechanical Engineering
Canadian Academy
GMG Investment Advisors November 2010 - Present
Barclays Investment Bank September 2008 - November 2010
Lehman Brothers June 2003 - September 2008
Procter & Gamble 1997 - 2002
Skills
Credit, Fixed Income, Investment Banking, Trading, Capital Markets, Derivatives, Financial Structuring, Financial Modeling, Valuation, Hedge Funds, Equities, Private Equity
Education
University of Virginia Darden School of Business 2002 — 2004
MBA, MBA
Massachusetts Institute of Technology 1993 — 1997
BS, Mechanical Engineering
Canadian Academy
Noel Reyes's Lehman Brothers Experience February 2006 - September 2008
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers February 2006 - September 2008
Skills
Electronic Trading, Equities, Equity Derivatives, Trading Systems
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Management/Finance
Massachusetts Institute of Technology 2000 — 2006
BS/MEng, Electrical Engineering and Computer Science
JP Morgan October 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers February 2006 - September 2008
Skills
Electronic Trading, Equities, Equity Derivatives, Trading Systems
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Management/Finance
Massachusetts Institute of Technology 2000 — 2006
BS/MEng, Electrical Engineering and Computer Science
Michael Schoen's Lehman Brothers Experience July 1995 - August 1997
Job Managing Director at Scotiabank
Industry Investment Banking
Experience
Scotiabank February 2013 - Present
Credit Suisse November 2000 - February 2013
DLJ April 2000 - November 2000
JP Morgan August 1997 - April 2000
Lehman Brothers July 1995 - August 1997
JPMorgan September 1987 - July 1995
Skills
Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Structured Finance, Financial Markets, Asset Management, LBO, Structured Products, Investments, Financial Structuring, Options
Education
Massachusetts Institute of Technology 1983 — 1987
BS, Management
Scotiabank February 2013 - Present
Credit Suisse November 2000 - February 2013
DLJ April 2000 - November 2000
JP Morgan August 1997 - April 2000
Lehman Brothers July 1995 - August 1997
JPMorgan September 1987 - July 1995
Skills
Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Structured Finance, Financial Markets, Asset Management, LBO, Structured Products, Investments, Financial Structuring, Options
Education
Massachusetts Institute of Technology 1983 — 1987
BS, Management
Ann Vilasuso's Lehman Brothers Experience May 2004 - October 2008
Job at Citigroup
Industry Financial Services
Experience
Citigroup November 2008 - Present
Lehman Brothers May 2004 - October 2008
Platinum Grove Asset Management 2002 - 2004
Education
Massachusetts Institute of Technology 1997 — 2001
S.B., Electrical Engineering and Computer Science
Citigroup November 2008 - Present
Lehman Brothers May 2004 - October 2008
Platinum Grove Asset Management 2002 - 2004
Education
Massachusetts Institute of Technology 1997 — 2001
S.B., Electrical Engineering and Computer Science
Eytan Shamash's Lehman Brothers Experience 2006 - 2008
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
Deutsche Bank December 2008 - November 2012
Barclays Capital September 2008 - November 2008
Lehman Brothers 2006 - 2008
Credit Suisse August 2005 - October 2006
Skills
Prime Brokerage, Relationship Management, Operations Management, Equities, Derivatives, Strategic Planning, Project Management, Client Service Oriented, Margin, Secured Financing
Education
McGill University 2000 — 2004
B.Com, Finance and Marketing
Maimonides
JPMorgan Chase September 2013 - Present
Deutsche Bank December 2008 - November 2012
Barclays Capital September 2008 - November 2008
Lehman Brothers 2006 - 2008
Credit Suisse August 2005 - October 2006
Skills
Prime Brokerage, Relationship Management, Operations Management, Equities, Derivatives, Strategic Planning, Project Management, Client Service Oriented, Margin, Secured Financing
Education
McGill University 2000 — 2004
B.Com, Finance and Marketing
Maimonides
Lily Chiang's Lehman Brothers Experience June 2008 - July 2008
Job MBA Candidate at The Wharton School
Industry Internet
Experience
Work Market June 2012 - May 2014
First Manhattan Consulting Group April 2011 - May 2012
Barclays Capital July 2009 - March 2011
Lehman Brothers June 2008 - July 2008
JP Morgan Chase January 2008 - February 2008
Skills
Business Strategy, Management Consulting, Analytics, Product Management, Analysis, Data Analysis, User Experience, Mathematics, Economics, Excel, Databases, Statistics, PowerPoint, SQL, User Interface
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Massachusetts Institute of Technology 2005 — 2009
B.S, Mathematics and Management Science
Nease High School 2005 — 2009
London School of Economics and Political Science 2008 — 2008
Work Market June 2012 - May 2014
First Manhattan Consulting Group April 2011 - May 2012
Barclays Capital July 2009 - March 2011
Lehman Brothers June 2008 - July 2008
JP Morgan Chase January 2008 - February 2008
Skills
Business Strategy, Management Consulting, Analytics, Product Management, Analysis, Data Analysis, User Experience, Mathematics, Economics, Excel, Databases, Statistics, PowerPoint, SQL, User Interface
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Massachusetts Institute of Technology 2005 — 2009
B.S, Mathematics and Management Science
Nease High School 2005 — 2009
London School of Economics and Political Science 2008 — 2008
Scroggins Soraya's Lehman Brothers Experience June 2008 - Present
Job Associate at lehmanbrothers
Industry Investment Banking
Experience
lehman-brothers June 2008 - Present
Education
Massachusetts Institute of Technology 2000 — 2004
B.S., Chemical Engineering
lehman-brothers June 2008 - Present
Education
Massachusetts Institute of Technology 2000 — 2004
B.S., Chemical Engineering
Shannon Wu, CFA, CTP's Lehman Brothers Experience 1999 - 2003
Job Director, Treasury at Sanmina
Industry Financial Services
Experience
Sanmina June 2015 - Present
Sanmina April 2011 - Present
Sanmina-SCI November 2008 - April 2011
Sanmina-SCI 2005 - 2008
Lehman Brothers 1999 - 2003
Skills
Corporate Finance, Financial Analysis, Cash Management, Capital Markets, Treasury Management, Due Diligence, Foreign Exchange, Financial Modeling, Finance
Education
San Jose State University 2004 — 2005
MBA
McGill University 1996 — 1999
BComm, Finance
Sanmina June 2015 - Present
Sanmina April 2011 - Present
Sanmina-SCI November 2008 - April 2011
Sanmina-SCI 2005 - 2008
Lehman Brothers 1999 - 2003
Skills
Corporate Finance, Financial Analysis, Cash Management, Capital Markets, Treasury Management, Due Diligence, Foreign Exchange, Financial Modeling, Finance
Education
San Jose State University 2004 — 2005
MBA
McGill University 1996 — 1999
BComm, Finance
Robert Whitelaw's Lehman Brothers Experience September 1984 - June 1986
Job Professor of Finance at NYU Stern School of Business
Industry Higher Education
Experience
IndexIQ 2006 - Present
NYU Stern School of Business January 1992 - Present
UCLA Anderson School of Management September 1996 - June 1997
Lehman Brothers September 1984 - June 1986
Skills
Quantitative Finance, Valuation, Finance, Quantitative Analytics, Economics, Econometrics, Investments, Financial Markets, Financial Modeling, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Macroeconomics
Education
Stanford University Graduate School of Business 1986 — 1991
PhD, Finance
Massachusetts Institute of Technology 1981 — 1984
BS, Mathematics
IndexIQ 2006 - Present
NYU Stern School of Business January 1992 - Present
UCLA Anderson School of Management September 1996 - June 1997
Lehman Brothers September 1984 - June 1986
Skills
Quantitative Finance, Valuation, Finance, Quantitative Analytics, Economics, Econometrics, Investments, Financial Markets, Financial Modeling, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Macroeconomics
Education
Stanford University Graduate School of Business 1986 — 1991
PhD, Finance
Massachusetts Institute of Technology 1981 — 1984
BS, Mathematics
Geralyn Marchisello's Lehman Brothers Experience 1996 - 1999
Job Principal Owner at Spine and Soul
Industry Health, Wellness and Fitness
Experience
Spine and Soul January 2003 - Present
Spine and Soul inc. January 2003 - Present
Mercy College 2000 - Present
Merrill Lynch 1999 - 2002
Lehman Brothers 1996 - 1999
Skills
Public Speaking, Leadership Development, Workshop Facilitation, Staff Development, Program Development, Training, Psychology, Career Counseling, Resume Writing, Data Analysis, Program Evaluation, Fundraising, Teaching, Coaching, Community Outreach, Student Development, Student Affairs, Organizational..., Wellness Coaching, Business Coaching, Executive Coaching, Pilates, Yoga, Surfset Fitness, Brand Development, Knowledge Management, Lecturing, Wellness, Mindfulness Meditation, Meditation
Education
Kane School of Core Integration 2001 — 2003
Certified Pilates apparatus and mat professional, Body Mind
Spine and Soul yoga teacher training 2001 — 2002
Certified yoga instructor, Yoga, chakra study, meditation
Kripalu 1994 — 2000
Yoga and body mind related interests, Kripalu deepen my personal yoga awareness and practice
Mercy College 1998 — 1999
MS, Organizational Leadership
Spine and Soul January 2003 - Present
Spine and Soul inc. January 2003 - Present
Mercy College 2000 - Present
Merrill Lynch 1999 - 2002
Lehman Brothers 1996 - 1999
Skills
Public Speaking, Leadership Development, Workshop Facilitation, Staff Development, Program Development, Training, Psychology, Career Counseling, Resume Writing, Data Analysis, Program Evaluation, Fundraising, Teaching, Coaching, Community Outreach, Student Development, Student Affairs, Organizational..., Wellness Coaching, Business Coaching, Executive Coaching, Pilates, Yoga, Surfset Fitness, Brand Development, Knowledge Management, Lecturing, Wellness, Mindfulness Meditation, Meditation
Education
Kane School of Core Integration 2001 — 2003
Certified Pilates apparatus and mat professional, Body Mind
Spine and Soul yoga teacher training 2001 — 2002
Certified yoga instructor, Yoga, chakra study, meditation
Kripalu 1994 — 2000
Yoga and body mind related interests, Kripalu deepen my personal yoga awareness and practice
Mercy College 1998 — 1999
MS, Organizational Leadership
Farid Guindo's Lehman Brothers Experience May 2008 - August 2008
Job Partner
Industry Investment Management
Experience
Drill Capital April 2013 - Present
Ospraie Management May 2011 - March 2013
Barclays Capital July 2009 - May 2011
Lehman Brothers May 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Capital Markets, Private Equity, Bloomberg, Equity Research, Investments, Asset Management, Hedge Funds, Due Diligence, Fixed Income, Financial Analysis, Portfolio Management, Derivatives, Alternative Investments, Trading, Mergers & Acquisitions, Corporate Finance, Emerging Markets, Investor Relations, Equity Valuation
Education
McGill University 2007 — 2009
Bcom, Joint Honours Economics & Finance
montverde
montverde academy
Drill Capital April 2013 - Present
Ospraie Management May 2011 - March 2013
Barclays Capital July 2009 - May 2011
Lehman Brothers May 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Capital Markets, Private Equity, Bloomberg, Equity Research, Investments, Asset Management, Hedge Funds, Due Diligence, Fixed Income, Financial Analysis, Portfolio Management, Derivatives, Alternative Investments, Trading, Mergers & Acquisitions, Corporate Finance, Emerging Markets, Investor Relations, Equity Valuation
Education
McGill University 2007 — 2009
Bcom, Joint Honours Economics & Finance
montverde
montverde academy
Tina Kim's Lehman Brothers Experience 2001 - 2005
Job Senior Director at Viacom
Industry Music
Experience
Viacom October 2014 - Present
Sony Music Entertainment July 2009 - October 2014
IBM August 2007 - February 2009
Lehman Brothers 2001 - 2005
Skills
Financial Modeling, Competitive Analysis, Management Consulting, Strategy, Financial Analysis, Business Strategy, Analytics, Strategic Partnerships, Digital Media, Management, Venture Capital, Mergers & Acquisitions, Digital Strategy, Private Equity, Digital Marketing
Education
Massachusetts Institute of Technology
B.S., Finance
Yale University - Yale School of Management
MBA, Strategy and Marketing
Viacom October 2014 - Present
Sony Music Entertainment July 2009 - October 2014
IBM August 2007 - February 2009
Lehman Brothers 2001 - 2005
Skills
Financial Modeling, Competitive Analysis, Management Consulting, Strategy, Financial Analysis, Business Strategy, Analytics, Strategic Partnerships, Digital Media, Management, Venture Capital, Mergers & Acquisitions, Digital Strategy, Private Equity, Digital Marketing
Education
Massachusetts Institute of Technology
B.S., Finance
Yale University - Yale School of Management
MBA, Strategy and Marketing
Anita Kinsella's Lehman Brothers Experience 1989 - 1994
Job Care Manager at FusionHealth
Industry Medical Practice
Experience
FusionHealth October 2012 - Present
Gwinnett County Public Schools 2007 - 2012
Pleasant Hill Preschool 1999 - 2009
Lehman Brothers 1989 - 1994
Citicorp Investment Bank 1985 - 1989
Education
Mercer University 2009 — 2011
Master of Arts in Teaching (MAT), Early Childhood Education
St. Peter's College 1978 — 1982
Bachelor of Science (BS), Psychology
FusionHealth October 2012 - Present
Gwinnett County Public Schools 2007 - 2012
Pleasant Hill Preschool 1999 - 2009
Lehman Brothers 1989 - 1994
Citicorp Investment Bank 1985 - 1989
Education
Mercer University 2009 — 2011
Master of Arts in Teaching (MAT), Early Childhood Education
St. Peter's College 1978 — 1982
Bachelor of Science (BS), Psychology
Paul Lieberman's Lehman Brothers Experience 1997 - 2002
Job Founding Member, Quantitative Portfolio Manager at SPY Capital Management, LLC
Industry Financial Services
Experience
SPY Capital Management, LLC January 2014 - Present
Ramius Capital Group March 2012 - December 2013
Cowen and Company May 2010 - February 2012
Van der Moolen 2008 - 2009
BNP Paribas 2006 - 2008
Bear Stearns 2003 - 2006
Lehman Brothers 1997 - 2002
Skills
Options, Equities, Equity Derivatives, Fixed Income, Capital Markets, Trading Strategies, Electronic Trading, Proprietary Trading, Quantitative Investing, Trading Systems, Investments, Bloomberg, Volatility Arbitrage, Statistical Arbitrage, Volatility, Investment Strategies, Trading, Emerging Markets, Commodity, Financial Markets, Investment Banking, Credit Derivatives, Hedging, Arbitrage, Quantitative Analytics, Structured Products, Global Macro, Securities, Portfolio Management, Hedge Funds, Asset Management, Bonds, Investment Management, Derivatives, ETFs, Alternative Investments, R, C#, SQL, Python
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
The University of Chicago 1987 — 1991
AB, Public Policy
SPY Capital Management, LLC January 2014 - Present
Ramius Capital Group March 2012 - December 2013
Cowen and Company May 2010 - February 2012
Van der Moolen 2008 - 2009
BNP Paribas 2006 - 2008
Bear Stearns 2003 - 2006
Lehman Brothers 1997 - 2002
Skills
Options, Equities, Equity Derivatives, Fixed Income, Capital Markets, Trading Strategies, Electronic Trading, Proprietary Trading, Quantitative Investing, Trading Systems, Investments, Bloomberg, Volatility Arbitrage, Statistical Arbitrage, Volatility, Investment Strategies, Trading, Emerging Markets, Commodity, Financial Markets, Investment Banking, Credit Derivatives, Hedging, Arbitrage, Quantitative Analytics, Structured Products, Global Macro, Securities, Portfolio Management, Hedge Funds, Asset Management, Bonds, Investment Management, Derivatives, ETFs, Alternative Investments, R, C#, SQL, Python
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
The University of Chicago 1987 — 1991
AB, Public Policy
Daniel Biegler's Lehman Brothers Experience July 2007 - August 2007
Job Vice President at Macquarie Energy LLC
Industry Oil & Energy
Experience
Macquarie Energy LLC April 2009 - Present
Constellation Energy Commodities Group July 2008 - March 2009
MIT September 2007 - June 2008
Lehman Brothers July 2007 - August 2007
Lehman Brothers January 2007 - February 2007
NASA Ames Research Center June 2006 - August 2006
Lehman Brothers January 2006 - February 2006
MIT Sloan School of Management June 2005 - August 2005
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science, Aerospace Engineering
The University of British Columbia 2003 — 2004
Advanced Concurrent Studies, Physics, Math, Engineering, German
University of Oxford 2003 — 2003
Summer Term, Quantum Physics, Molecular Medicine
Macquarie Energy LLC April 2009 - Present
Constellation Energy Commodities Group July 2008 - March 2009
MIT September 2007 - June 2008
Lehman Brothers July 2007 - August 2007
Lehman Brothers January 2007 - February 2007
NASA Ames Research Center June 2006 - August 2006
Lehman Brothers January 2006 - February 2006
MIT Sloan School of Management June 2005 - August 2005
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science, Aerospace Engineering
The University of British Columbia 2003 — 2004
Advanced Concurrent Studies, Physics, Math, Engineering, German
University of Oxford 2003 — 2003
Summer Term, Quantum Physics, Molecular Medicine
Jean-Paul Sursock's Lehman Brothers Experience 2008 - 2008
Job Fixed Income Strategist at BlackRock
Industry Investment Management
Experience
BlackRock 2013 - Present
Barclays Capital 2008 - 2013
Lehman Brothers 2008 - 2008
Merrill Lynch 2000 - 2008
National Bureau of Economic Research 1996 - 1998
Skills
Fixed Income, Derivatives, Capital Markets, Structured Products, Risk Management, Portfolio Management, Interest Rate..., Interest Rate Risk..., Credit Derivatives, CDS, Investments
Education
Massachusetts Institute of Technology 1998 — 2000
SM, Operations Research
University of California, Berkeley 1992 — 1996
BA, Statistics
BlackRock 2013 - Present
Barclays Capital 2008 - 2013
Lehman Brothers 2008 - 2008
Merrill Lynch 2000 - 2008
National Bureau of Economic Research 1996 - 1998
Skills
Fixed Income, Derivatives, Capital Markets, Structured Products, Risk Management, Portfolio Management, Interest Rate..., Interest Rate Risk..., Credit Derivatives, CDS, Investments
Education
Massachusetts Institute of Technology 1998 — 2000
SM, Operations Research
University of California, Berkeley 1992 — 1996
BA, Statistics
Robyn Zivic's Lehman Brothers Experience September 2007 - October 2008
Job Managing Director at CIBC World Markets Commodities
Industry Capital Markets
Experience
CIBC World Markets March 2011 - Present
Barclays Capital October 2008 - January 2011
Lehman Brothers September 2007 - October 2008
Education
McGill University
BSc
CIBC World Markets March 2011 - Present
Barclays Capital October 2008 - January 2011
Lehman Brothers September 2007 - October 2008
Education
McGill University
BSc
peter caulo's Lehman Brothers Experience June 1983 - May 1995
Job Money Market Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2003 - Present
Goldman Sachs May 1995 - September 2003
Lehman Brothers June 1983 - May 1995
Skills
Investments, Fixed Income, Securities, Mutual Funds, Bonds, Trading, Wealth Management, Investment Management, Bloomberg, Sales
Education
Merrimack College 1979 — 1983
Bachelor of Arts (BA), Economics
Ramapo High School '79 1976 — 1979
Fidelity Investments October 2003 - Present
Goldman Sachs May 1995 - September 2003
Lehman Brothers June 1983 - May 1995
Skills
Investments, Fixed Income, Securities, Mutual Funds, Bonds, Trading, Wealth Management, Investment Management, Bloomberg, Sales
Education
Merrimack College 1979 — 1983
Bachelor of Arts (BA), Economics
Ramapo High School '79 1976 — 1979
Terryann Waldron's Lehman Brothers Experience January 2001 - November 2003
Job Human Resources Professional
Industry Insurance
Experience
The Guardian Life Insurance Co. of America March 2008 - Present
HIP Health Plan of New York June 2006 - March 2008
Columbia Univeristy January 2005 - June 2006
Columbia University December 2003 - January 2005
Lehman Brothers January 2001 - November 2003
Skills
401k, Employee Benefits, Benefits Administration, HRIS, Retirement, FMLA, Payroll, PeopleSoft, Defined Benefit, Human Resources, Enrollment Management, Deferred Compensation, Outlook, Policy, Microsoft Excel, Employee Relations, Access, Customer Service, ADP Payroll, Microsoft Word, Defined Contribution, Pensions
Education
Metropolitan College of New York 2001 — 2003
BA, Business Administration
The Guardian Life Insurance Co. of America March 2008 - Present
HIP Health Plan of New York June 2006 - March 2008
Columbia Univeristy January 2005 - June 2006
Columbia University December 2003 - January 2005
Lehman Brothers January 2001 - November 2003
Skills
401k, Employee Benefits, Benefits Administration, HRIS, Retirement, FMLA, Payroll, PeopleSoft, Defined Benefit, Human Resources, Enrollment Management, Deferred Compensation, Outlook, Policy, Microsoft Excel, Employee Relations, Access, Customer Service, ADP Payroll, Microsoft Word, Defined Contribution, Pensions
Education
Metropolitan College of New York 2001 — 2003
BA, Business Administration
Ariel Edelstein's Lehman Brothers Experience July 2005 - September 2008
Job Analyst at Armature Capital Management
Industry Financial Services
Experience
Armature Capital Management August 2012 - Present
Barclays Capital October 2010 - July 2012
Barclays Capital September 2008 - September 2010
Lehman Brothers July 2005 - September 2008
Education
Massachusetts Institute of Technology 2002 — 2005
Bachelors, Economics
Ramaz 1996 — 2000
Armature Capital Management August 2012 - Present
Barclays Capital October 2010 - July 2012
Barclays Capital September 2008 - September 2010
Lehman Brothers July 2005 - September 2008
Education
Massachusetts Institute of Technology 2002 — 2005
Bachelors, Economics
Ramaz 1996 — 2000
Erik Corrigan's Lehman Brothers Experience 1995 - 1995
Job Vice President at Kidder Mathews
Industry Real Estate
Experience
Kidder Mathews 2008 - Present
NAI BT Commercial 2002 - 2008
12 Centimeter Multimedia Corp. 1998 - 2004
Lehman Brothers 1995 - 1995
Education
Menlo College
BS, Business
University of San Francisco
MBA, Finance & telecommunications
Kidder Mathews 2008 - Present
NAI BT Commercial 2002 - 2008
12 Centimeter Multimedia Corp. 1998 - 2004
Lehman Brothers 1995 - 1995
Education
Menlo College
BS, Business
University of San Francisco
MBA, Finance & telecommunications
Robert McMaster's Lehman Brothers Experience July 2008 - September 2008
Job Investment Banking Associate at Citi
Industry Capital Markets
Experience
Citi August 2013 - August 2015
Citi August 2010 - August 2013
Barclays Capital June 2009 - August 2010
Lehman Brothers July 2008 - September 2008
Merrill Lynch September 2007 - December 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
University at Albany, SUNY 2005 — 2009
BA, Financial Analysis
Citi August 2013 - August 2015
Citi August 2010 - August 2013
Barclays Capital June 2009 - August 2010
Lehman Brothers July 2008 - September 2008
Merrill Lynch September 2007 - December 2007
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
University at Albany, SUNY 2005 — 2009
BA, Financial Analysis
Jackie Douglass's Lehman Brothers Experience January 2008 - August 2008
Job MDPhD candidate at Johns Hopkins School of Medicine
Industry Biotechnology
Experience
Johns Hopkins School of Medicine August 2011 - Present
NIH September 2010 - June 2011
Cabot Corporation August 2010 - August 2010
Novartis 2010 - 2010
St. Jude Children's Research Hospital 2009 - 2009
Lehman Brothers January 2008 - August 2008
Weiss Asset Management February 2008 - June 2008
Skills
High Throughput..., Systems Biology, Proteomics, Research, Molecular Biology, Phage Display, Antibodies
Education
Massachusetts Institute of Technology 2009 — 2010
MSCEP, Chemical Engineering Practice
Massachusetts Institute of Technology 2005 — 2009
BS, Chemical-Biological Engineering, Economics
Johns Hopkins School of Medicine August 2011 - Present
NIH September 2010 - June 2011
Cabot Corporation August 2010 - August 2010
Novartis 2010 - 2010
St. Jude Children's Research Hospital 2009 - 2009
Lehman Brothers January 2008 - August 2008
Weiss Asset Management February 2008 - June 2008
Skills
High Throughput..., Systems Biology, Proteomics, Research, Molecular Biology, Phage Display, Antibodies
Education
Massachusetts Institute of Technology 2009 — 2010
MSCEP, Chemical Engineering Practice
Massachusetts Institute of Technology 2005 — 2009
BS, Chemical-Biological Engineering, Economics
Jaeyoung Lee's Lehman Brothers Experience April 2004 - June 2008
Job Vice President at Barclays Capital Asia
Industry Capital Markets
Experience
Barclays Capital September 2015 - Present
Nomura Securities June 2010 - August 2015
Lehman Brothers April 2004 - June 2008
Skills
Derivatives, Repo Financing, Emerging Markets, Credit Trading, Prime Brokerage, Structured Products, Collateral Management, Securities Lending, Financial Modeling, High Yield Bonds, Interest Rate Swaps, Interest Rate..., FX Swap, Cross-currency Basis..., Financial Analysis, Financial Accounting, Distressed Debt, Money Market, Structured Finance, Credit Derivatives, FX Options, Fixed Income, Capital Markets, Trading, FX Swaps
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Finance
Seoul National University 1997 — 2004
BBA, Business Administration
Barclays Capital September 2015 - Present
Nomura Securities June 2010 - August 2015
Lehman Brothers April 2004 - June 2008
Skills
Derivatives, Repo Financing, Emerging Markets, Credit Trading, Prime Brokerage, Structured Products, Collateral Management, Securities Lending, Financial Modeling, High Yield Bonds, Interest Rate Swaps, Interest Rate..., FX Swap, Cross-currency Basis..., Financial Analysis, Financial Accounting, Distressed Debt, Money Market, Structured Finance, Credit Derivatives, FX Options, Fixed Income, Capital Markets, Trading, FX Swaps
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Finance
Seoul National University 1997 — 2004
BBA, Business Administration
Priya Parayanthal's Lehman Brothers Experience January 2008 - January 2008
Job Manager, Customer Insights at CHANEL
Industry Management Consulting
Experience
CHANEL November 2014 - Present
PepsiCo July 2013 - November 2014
McKinsey & Company September 2011 - July 2013
MIT Computational Biophysics Lab May 2010 - June 2011
Tata Consultancy Services June 2008 - August 2008
Lehman Brothers January 2008 - January 2008
MIT Nanostructures Lab June 2007 - December 2007
Skills
Management Consulting, Analytics, Competitive Analysis, Strategy, Product Management, Market Analysis, Management, Mobile Devices, Business Strategy, Data Analysis, Analysis, Financial Modeling, Business Analysis, Entrepreneurship, Microsoft Office
Education
Massachusetts Institute of Technology 2010 — 2011
M.Eng., Electrical Engineering 6-1
Massachusetts Institute of Technology 2006 — 2010
SB, Electrical Engineering 6-1
CHANEL November 2014 - Present
PepsiCo July 2013 - November 2014
McKinsey & Company September 2011 - July 2013
MIT Computational Biophysics Lab May 2010 - June 2011
Tata Consultancy Services June 2008 - August 2008
Lehman Brothers January 2008 - January 2008
MIT Nanostructures Lab June 2007 - December 2007
Skills
Management Consulting, Analytics, Competitive Analysis, Strategy, Product Management, Market Analysis, Management, Mobile Devices, Business Strategy, Data Analysis, Analysis, Financial Modeling, Business Analysis, Entrepreneurship, Microsoft Office
Education
Massachusetts Institute of Technology 2010 — 2011
M.Eng., Electrical Engineering 6-1
Massachusetts Institute of Technology 2006 — 2010
SB, Electrical Engineering 6-1
Roger Gamarian's Lehman Brothers Experience May 2002 - December 2006
Job Vice President Analytics at Bright Dawn, Inc.
Industry Management Consulting
Experience
Bright Dawn, Inc. March 2013 - Present
Bright Dawn, Inc. January 2009 - Present
Bright Dawn, Inc. January 2007 - December 2008
Lehman Brothers May 2002 - December 2006
Education
The George Washington University 1996 — 2002
PhD, Public policy economics
Massachusetts Institute of Technology 1992 — 1996
BS, Economics
Bright Dawn, Inc. March 2013 - Present
Bright Dawn, Inc. January 2009 - Present
Bright Dawn, Inc. January 2007 - December 2008
Lehman Brothers May 2002 - December 2006
Education
The George Washington University 1996 — 2002
PhD, Public policy economics
Massachusetts Institute of Technology 1992 — 1996
BS, Economics
Adam Gibbons's Lehman Brothers Experience 2005 - 2008
Job Associate Vice President at The CIM Group
Industry Real Estate
Experience
The CIM Group August 2011 - Present
Spring Hill Capital Partners December 2008 - August 2009
Lehman Brothers 2005 - 2008
Skills
Financial Modeling, Valuation
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, Business Administration and Management, General
Massachusetts Institute of Technology 2001 — 2005
BS, Management Science
The CIM Group August 2011 - Present
Spring Hill Capital Partners December 2008 - August 2009
Lehman Brothers 2005 - 2008
Skills
Financial Modeling, Valuation
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, Business Administration and Management, General
Massachusetts Institute of Technology 2001 — 2005
BS, Management Science
Melody Vogelmann's Lehman Brothers Experience 1999 - 2005
Job US Credit Strategist
Industry Financial Services
Experience
BNP Paribas June 2011 - October 2015
Barclays Capital 2005 - 2009
Lehman Brothers 1999 - 2005
Skills
Fixed Income, Capital Markets, Bloomberg, Credit Derivatives, Asset Management, Corporate Bonds, Corporate Bond Strategy, Credit Research, Investment Grade
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Accounting and Finance
Massachusetts Institute of Technology 1995 — 1999
SB, Economics
BNP Paribas June 2011 - October 2015
Barclays Capital 2005 - 2009
Lehman Brothers 1999 - 2005
Skills
Fixed Income, Capital Markets, Bloomberg, Credit Derivatives, Asset Management, Corporate Bonds, Corporate Bond Strategy, Credit Research, Investment Grade
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Accounting and Finance
Massachusetts Institute of Technology 1995 — 1999
SB, Economics
Chris Browning's Lehman Brothers Experience October 1983 - September 1984
Job Director of Global Real Estate at Bain & Company
Industry Commercial Real Estate
Experience
Bain & Company August 2010 - Present
McKinsey & Company January 1994 - November 2009
Real Estate Consultant August 1989 - December 1993
Rockefeller Properties, Inc. October 1984 - July 1989
Lehman Brothers October 1983 - September 1984
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Rensselaer Polytechnic Institute 1976 — 1977
B. Arch., Architecture
McGill University 1971 — 1976
B.Sc.Arch, Architecture
Bain & Company August 2010 - Present
McKinsey & Company January 1994 - November 2009
Real Estate Consultant August 1989 - December 1993
Rockefeller Properties, Inc. October 1984 - July 1989
Lehman Brothers October 1983 - September 1984
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Rensselaer Polytechnic Institute 1976 — 1977
B. Arch., Architecture
McGill University 1971 — 1976
B.Sc.Arch, Architecture
Pritesh Ginnare's Lehman Brothers Experience July 2007 - October 2008
Job
Industry Information Technology and Services
Experience
Nomura December 2013 - Present
Nomura October 2008 - December 2013
Lehman Brothers July 2007 - October 2008
Cognizant Technology Solutions 2004 - 2007
Skills
Sybase, Unix, Oracle, Derivatives, Market Data, Fixed Income, Sun Certified Java..., JDBC, Investment Banking, TIBCO, Requirements Analysis, Java Enterprise Edition, SQL, SDLC
Education
Maulana Azad National Institute of Technology 2000 — 2004
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Shivaji Science College, Nagpur 1998 — 2000
Nomura December 2013 - Present
Nomura October 2008 - December 2013
Lehman Brothers July 2007 - October 2008
Cognizant Technology Solutions 2004 - 2007
Skills
Sybase, Unix, Oracle, Derivatives, Market Data, Fixed Income, Sun Certified Java..., JDBC, Investment Banking, TIBCO, Requirements Analysis, Java Enterprise Edition, SQL, SDLC
Education
Maulana Azad National Institute of Technology 2000 — 2004
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Shivaji Science College, Nagpur 1998 — 2000
Sheila Santiago's Lehman Brothers Experience November 2000 - November 2002
Job Senior Assistant
Industry Research
Experience
Citigroup October 2004 - December 2009
Asset Management Group January 2004 - October 2004
the Investment Advisory Group November 2003 - January 2004
Lehman Brothers November 2000 - November 2002
JOSEPHTHAL August 1999 - November 2000
Education
Metropolitan College of New York
ASA COLLEGE; Bachelors, BUSINESS AND COMPUTER TECHNOLOGY; Business Administration
Citigroup October 2004 - December 2009
Asset Management Group January 2004 - October 2004
the Investment Advisory Group November 2003 - January 2004
Lehman Brothers November 2000 - November 2002
JOSEPHTHAL August 1999 - November 2000
Education
Metropolitan College of New York
ASA COLLEGE; Bachelors, BUSINESS AND COMPUTER TECHNOLOGY; Business Administration
Lorena Zilo's Lehman Brothers Experience 2005 - 2008
Job Partner at Zilo International Group LLC
Industry Financial Services
Experience
Zilo International Group LLC 2011 - Present
Mediterranean Shipping Company 2011 - 2012
Wells Fargo 2009 - 2010
Lehman Brothers 2005 - 2008
Skills
Analysis, Loans, Risk Management, Management, Software Documentation, Training, FHA, Banking, Business Analysis, Financial Modeling, Leadership, Microsoft Office, Negotiation
Education
Metropolitan State University of Denver
Bachelor's Degree, Marketing
Raritan College
Postgrad, Accounting
Zilo International Group LLC 2011 - Present
Mediterranean Shipping Company 2011 - 2012
Wells Fargo 2009 - 2010
Lehman Brothers 2005 - 2008
Skills
Analysis, Loans, Risk Management, Management, Software Documentation, Training, FHA, Banking, Business Analysis, Financial Modeling, Leadership, Microsoft Office, Negotiation
Education
Metropolitan State University of Denver
Bachelor's Degree, Marketing
Raritan College
Postgrad, Accounting
Joerg Murrey's Lehman Brothers Experience March 1999 - April 2003
Job VP Sales Americas at Performance Lists
Industry Marketing and Advertising
Experience
Performance Lists November 2009 - Present
Oracle March 2006 - July 2009
Peoples Partnership April 2003 - March 2006
Lehman Brothers March 1999 - April 2003
Education
Mayo Medical School 1986 — 1989
Medical
Performance Lists November 2009 - Present
Oracle March 2006 - July 2009
Peoples Partnership April 2003 - March 2006
Lehman Brothers March 1999 - April 2003
Education
Mayo Medical School 1986 — 1989
Medical
Sara Leggat's Lehman Brothers Experience 1997 - 1999
Job Chief Marketing Officer/Director of Research at Longwood Investment Advisors
Industry Financial Services
Experience
Longwood Investment Advisors 2012 - Present
Galt Investment Partners 2009 - 2010
Longwood Investment Advisors 2001 - 2008
Thomas Weisel Partners 1999 - 2001
Lehman Brothers 1997 - 1999
BankBoston June 1996 - December 1996
Polygon Group Ltd. 1993 - 1995
Skills
Management, Project Management, Business Analysis, Negotiation, Sales Management, Marketing Strategy, Banking, Financial Analysis, Team Leadership, Investments
Education
Massachusetts Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Finance, General
The University of British Columbia 1989 — 1993
Bachelor of Commerce (B.Com.), Urban Land Economics and Real Estate Finance
Longwood Investment Advisors 2012 - Present
Galt Investment Partners 2009 - 2010
Longwood Investment Advisors 2001 - 2008
Thomas Weisel Partners 1999 - 2001
Lehman Brothers 1997 - 1999
BankBoston June 1996 - December 1996
Polygon Group Ltd. 1993 - 1995
Skills
Management, Project Management, Business Analysis, Negotiation, Sales Management, Marketing Strategy, Banking, Financial Analysis, Team Leadership, Investments
Education
Massachusetts Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Finance, General
The University of British Columbia 1989 — 1993
Bachelor of Commerce (B.Com.), Urban Land Economics and Real Estate Finance
Ray Rahman's Lehman Brothers Experience 1996 - 2001
Job Co founder and CEO
Industry Internet
Experience
Stealth Mode Startup Company February 2015 - Present
Inca De Oro SA, EMS, AIS and other affiliated companies September 2012 - February 2015
RF Analytica 2006 - 2015
Velifin 2009 - 2012
PAES (sold) 2007 - 2009
MF Analytics (sold) 2006 - 2009
Potenco 2007 - 2008
Lehman Brothers 1996 - 2001
Skills
Venture Capital, Management Consulting, Private Equity, Start-ups, Corporate Finance, Corporate Development, Entrepreneurship, Valuation, Emerging Markets, Restructuring, M&A experience, Portfolio Management, Financial Analysis, Business Planning, Joint Ventures, Hedge Funds, Asset Management, Project Finance, Alternative Investments, International Business, Capital Markets, Trading, Competitive Analysis, Investor Relations, Leveraged Finance, Financial Structuring, Strategic Consulting, Executive Management, Equities, Structured Finance, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA
University of Rochester 1992 — 1996
BS, Mechanical Engineering
University of Rochester 1992 — 1996
BA, Economics
Stealth Mode Startup Company February 2015 - Present
Inca De Oro SA, EMS, AIS and other affiliated companies September 2012 - February 2015
RF Analytica 2006 - 2015
Velifin 2009 - 2012
PAES (sold) 2007 - 2009
MF Analytics (sold) 2006 - 2009
Potenco 2007 - 2008
Lehman Brothers 1996 - 2001
Skills
Venture Capital, Management Consulting, Private Equity, Start-ups, Corporate Finance, Corporate Development, Entrepreneurship, Valuation, Emerging Markets, Restructuring, M&A experience, Portfolio Management, Financial Analysis, Business Planning, Joint Ventures, Hedge Funds, Asset Management, Project Finance, Alternative Investments, International Business, Capital Markets, Trading, Competitive Analysis, Investor Relations, Leveraged Finance, Financial Structuring, Strategic Consulting, Executive Management, Equities, Structured Finance, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA
University of Rochester 1992 — 1996
BS, Mechanical Engineering
University of Rochester 1992 — 1996
BA, Economics
Mayur Manmohansingh, CFA, CPA's Lehman Brothers Experience August 2007 - September 2008
Job Director, CSP Associates
Industry Management Consulting
Experience
Barclays Capital September 2008 - September 2012
Lehman Brothers August 2007 - September 2008
Ernst & Young February 2001 - August 2005
Royal Bank Trust Company of Trinidad and Tobago January 2000 - December 2000
Skills
Equity Research, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Equities, Due Diligence, Valuation, Financial Reporting, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
McGill University 1996 — 1999
Bachelor of Commerce, Accounting/Finance
Barclays Capital September 2008 - September 2012
Lehman Brothers August 2007 - September 2008
Ernst & Young February 2001 - August 2005
Royal Bank Trust Company of Trinidad and Tobago January 2000 - December 2000
Skills
Equity Research, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Equities, Due Diligence, Valuation, Financial Reporting, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
McGill University 1996 — 1999
Bachelor of Commerce, Accounting/Finance
Kazuyo Tsuchiya's Lehman Brothers Experience April 2007 - January 2012
Job Corporate Paralegal at Holland & Knight LLP
Industry Legal Services
Experience
Holland & Knight LLP March 2013 - Present
Lehman Brothers April 2007 - January 2012
Skills
Securities, Capital Markets, Securities Regulation, Due Diligence, Private Equity, Hedge Funds, Derivatives, Mergers & Acquisitions, Corporate Governance, Corporate Law, Securitization, Equities, Structured Finance, Legal Writing, Legal Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Master of Business Administration (MBA)
Meiji University
Bachelor's degree, Law
Holland & Knight LLP March 2013 - Present
Lehman Brothers April 2007 - January 2012
Skills
Securities, Capital Markets, Securities Regulation, Due Diligence, Private Equity, Hedge Funds, Derivatives, Mergers & Acquisitions, Corporate Governance, Corporate Law, Securitization, Equities, Structured Finance, Legal Writing, Legal Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Master of Business Administration (MBA)
Meiji University
Bachelor's degree, Law
Nabil S. Habib's Lehman Brothers Experience 1997 - 1999
Job Director, Executive Consulting – Banking Architecture, Global Wealth & Capital Markets at CGI
Industry Financial Services
Experience
CGI Information Management Consultants, Inc. 2013 - Present
Morgan Stanley 2004 - 2013
BNY Mellon 2002 - 2004
GoCollect 1999 - 2002
Lehman Brothers 1997 - 1999
Skills
Enterprise Architecture, Solution Architecture, IT Solutions, Project Management, Software Development, SDLC, Root Cause Analysis, Informatica, ETL, Technology Incubation, Scrum, Agile Methodologies, C#, SOA, IT Strategy, Integration, Data Warehousing, SQL, Software Project..., ITIL, Sybase, .NET, Virtualization, Vendor Management, Application Architecture, IT Management, Cloud Computing, Infrastructure, Citrix, Virtual Teams, Business Continuity..., Application Security, Perl, TOGAF, Integration Architecture, Kerberos, Siteminder, Application Packaging, IT Infrastructure Design, Team Management, Systems Engineering, Infrastructure..., IT Cost Optimization, Global Infrastructure..., IT Enabled Business..., Strategic Use Of..., Cloud Applications, Ruby on Rails, Technology Alignment, eCommerce
Education
McGill University 1986 — 1991
Bachelor of Engineering (B.Eng.), Electrical & Computer Engineering
CGI Information Management Consultants, Inc. 2013 - Present
Morgan Stanley 2004 - 2013
BNY Mellon 2002 - 2004
GoCollect 1999 - 2002
Lehman Brothers 1997 - 1999
Skills
Enterprise Architecture, Solution Architecture, IT Solutions, Project Management, Software Development, SDLC, Root Cause Analysis, Informatica, ETL, Technology Incubation, Scrum, Agile Methodologies, C#, SOA, IT Strategy, Integration, Data Warehousing, SQL, Software Project..., ITIL, Sybase, .NET, Virtualization, Vendor Management, Application Architecture, IT Management, Cloud Computing, Infrastructure, Citrix, Virtual Teams, Business Continuity..., Application Security, Perl, TOGAF, Integration Architecture, Kerberos, Siteminder, Application Packaging, IT Infrastructure Design, Team Management, Systems Engineering, Infrastructure..., IT Cost Optimization, Global Infrastructure..., IT Enabled Business..., Strategic Use Of..., Cloud Applications, Ruby on Rails, Technology Alignment, eCommerce
Education
McGill University 1986 — 1991
Bachelor of Engineering (B.Eng.), Electrical & Computer Engineering
Jeff Maccune's Lehman Brothers Experience July 1985 - March 1993
Job Director Equity Trading & Operations at Satuit Capital Management, LLC
Industry Investment Management
Experience
Satuit Capital Management, LLC January 2007 - Present
Boston Institutional Services June 2004 - May 2005
WR Hambrecht April 2003 - May 2004
Deutsche Bank Alex Brown April 1993 - January 2000
Lehman Brothers July 1985 - March 1993
Education
Merrimack College 1978 — 1982
Bachelor of Science (BS), Business Economics
Satuit Capital Management, LLC January 2007 - Present
Boston Institutional Services June 2004 - May 2005
WR Hambrecht April 2003 - May 2004
Deutsche Bank Alex Brown April 1993 - January 2000
Lehman Brothers July 1985 - March 1993
Education
Merrimack College 1978 — 1982
Bachelor of Science (BS), Business Economics
Marsha Holly's Lehman Brothers Experience 1999 - 2003
Job Associate Vice President, Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2004 - Present
Lehman Brothers 1999 - 2003
Jennison Associates LLC 1997 - 1999
Morgan Stanley 1995 - 1997
Dean Witter Reynolds Inc. 1993 - 1995
Citi 1992 - 1993
Skills
Series 7, Series 63, Portfolio Management, Trusts, Trust Services, High Net Worth..., Asset Allocation, Investment Management, Investments
Education
McGill University 1987 — 1991
Bachelor of Arts (B.A.)
Collège Jean-de-Brébeuf 1985 — 1987
DEC - Sciences, lettres et art
Collège Jean de la Mennais 1981 — 1985
Bessemer Trust April 2004 - Present
Lehman Brothers 1999 - 2003
Jennison Associates LLC 1997 - 1999
Morgan Stanley 1995 - 1997
Dean Witter Reynolds Inc. 1993 - 1995
Citi 1992 - 1993
Skills
Series 7, Series 63, Portfolio Management, Trusts, Trust Services, High Net Worth..., Asset Allocation, Investment Management, Investments
Education
McGill University 1987 — 1991
Bachelor of Arts (B.A.)
Collège Jean-de-Brébeuf 1985 — 1987
DEC - Sciences, lettres et art
Collège Jean de la Mennais 1981 — 1985
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS