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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Lehman Brothers Employees
Employee
Years
Job
Industry
Charles Newton Charles Newton's Lehman Brothers Experience May 1993 - July 1995
Job Managing Director CoHead of Healthcare Investment Banking in the Americas at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2010 - Present
Morgan Stanley June 1996 - September 2010
Lehman Brothers May 1993 - July 1995
Mercer Global Advisors May 1992 - May 1993
Skills
Investment Banking, Private Equity, Valuation, Venture Capital, Corporate Development, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Equities, Capital Markets, Investments, IPO, Alternative Investments, Investor Relations, Acquisitions, DCF, Financial Analysis, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Miami University 1988 — 1992
Bachelor of Science, Finance
Credit Suisse September 2010 - Present
Morgan Stanley June 1996 - September 2010
Lehman Brothers May 1993 - July 1995
Mercer Global Advisors May 1992 - May 1993
Skills
Investment Banking, Private Equity, Valuation, Venture Capital, Corporate Development, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Equities, Capital Markets, Investments, IPO, Alternative Investments, Investor Relations, Acquisitions, DCF, Financial Analysis, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Miami University 1988 — 1992
Bachelor of Science, Finance
Jennifer Fox Jennifer Fox's Lehman Brothers Experience April 2007 - September 2008
Job Executive Assistant at Billabong
Industry Apparel & Fashion
Experience
Billabong January 2015 - Present
COACH March 2012 - September 2014
Barclays Capital September 2008 - March 2012
Lehman Brothers April 2007 - September 2008
Moore Capital Management January 2007 - March 2007
Baker Residential, Real Estate Office October 2006 - January 2007
Skills
Human Resources, Administrative..., PeopleSoft, Outlook, Microsoft Office, Event Planning, Administrative..., Employee Relations, Microsoft Excel, PowerPoint, Microsoft Word, Recruiting, Data Entry, Time Management, Event Management, Office Management, Heavy Calendaring, Visio, Administration, Social Media, Concur, Adobe Acrobat, Social Networking, Corporate Gifting, Sametime, Survey Monkey, SharePoint, SAP, PDI, Google Analytics
Education
Montclair State University 2002 — 2006
BFA
Billabong January 2015 - Present
COACH March 2012 - September 2014
Barclays Capital September 2008 - March 2012
Lehman Brothers April 2007 - September 2008
Moore Capital Management January 2007 - March 2007
Baker Residential, Real Estate Office October 2006 - January 2007
Skills
Human Resources, Administrative..., PeopleSoft, Outlook, Microsoft Office, Event Planning, Administrative..., Employee Relations, Microsoft Excel, PowerPoint, Microsoft Word, Recruiting, Data Entry, Time Management, Event Management, Office Management, Heavy Calendaring, Visio, Administration, Social Media, Concur, Adobe Acrobat, Social Networking, Corporate Gifting, Sametime, Survey Monkey, SharePoint, SAP, PDI, Google Analytics
Education
Montclair State University 2002 — 2006
BFA
TIM O'HEA TIM O'HEA's Lehman Brothers Experience March 1973 - February 1975
Job OWNER/PRESIDENT O'HEA BUSINESS CONSULTING INC.
Industry Financial Services
Experience
CITI / SMITH BARNEY March 1975 - February 2001
LEHMAN BROTHERS March 1973 - February 1975
PAINE, WEBBER, JACKSON & CURTIS September 1965 - February 1973
Skills
Customer Service, Team Building, Budgets, Strategic Planning, Investments, Management, Event Planning, Public Speaking, Risk Management, Financial Analysis, Marketing Strategy, New Business Development, Social Media, Sales Management, Sales, Financial Services, Trading, Sales Presentations, Project Management, Organization Skills, Positive Employee..., Positive Work..., Golf Outing Planning, Golf Travel Planning, International Travel..., Special Project Planning
Education
Miami University 1964 — 1965
LEWIS COLLEGE 1963 — 1964
MARIAN CATHOLIC HIGH SCHOOL 1959 — 1963
CITI / SMITH BARNEY March 1975 - February 2001
LEHMAN BROTHERS March 1973 - February 1975
PAINE, WEBBER, JACKSON & CURTIS September 1965 - February 1973
Skills
Customer Service, Team Building, Budgets, Strategic Planning, Investments, Management, Event Planning, Public Speaking, Risk Management, Financial Analysis, Marketing Strategy, New Business Development, Social Media, Sales Management, Sales, Financial Services, Trading, Sales Presentations, Project Management, Organization Skills, Positive Employee..., Positive Work..., Golf Outing Planning, Golf Travel Planning, International Travel..., Special Project Planning
Education
Miami University 1964 — 1965
LEWIS COLLEGE 1963 — 1964
MARIAN CATHOLIC HIGH SCHOOL 1959 — 1963
Diane Jurney Guiou Diane Jurney Guiou's Lehman Brothers Experience October 1989 - October 1998
Job Ready to Work!
Industry Financial Services
Experience
Oregon January 2014 - Present
Strategic Financial Partners, LTD April 2010 - December 2013
Wells Fargo January 2004 - June 2008
American Express October 1998 - February 2003
Lehman Brothers October 1989 - October 1998
Skills
Credit Risk, Treasury Management, Credit, Banking, Customer Service, Team Building, Mutual Funds, Risk Management, Investments, Wealth Management, Account Management, Strategic Planning, Leadership, Operations Management, Strategic Financial...
Education
Montclair State University
Bachelor of Science (BS), Finance, General, (Cum laude)
Oregon January 2014 - Present
Strategic Financial Partners, LTD April 2010 - December 2013
Wells Fargo January 2004 - June 2008
American Express October 1998 - February 2003
Lehman Brothers October 1989 - October 1998
Skills
Credit Risk, Treasury Management, Credit, Banking, Customer Service, Team Building, Mutual Funds, Risk Management, Investments, Wealth Management, Account Management, Strategic Planning, Leadership, Operations Management, Strategic Financial...
Education
Montclair State University
Bachelor of Science (BS), Finance, General, (Cum laude)
Nina Daugherty Nina Daugherty's Lehman Brothers Experience July 2008 - September 2008
Job Associate at Quilvest Private Equity
Industry Venture Capital & Private Equity
Experience
SK Energy Shots October 2013 - Present
Quilvest Private Equity January 2010 - October 2013
Neuberger Berman September 2008 - October 2009
Lehman Brothers July 2008 - September 2008
Moore Capital Management June 2007 - August 2007
Education
Middlebury College 2004 — 2008
SK Energy Shots October 2013 - Present
Quilvest Private Equity January 2010 - October 2013
Neuberger Berman September 2008 - October 2009
Lehman Brothers July 2008 - September 2008
Moore Capital Management June 2007 - August 2007
Education
Middlebury College 2004 — 2008
Hasat Cakkalkurt Hasat Cakkalkurt's Lehman Brothers Experience January 2006 - February 2006
Job Graduate Student at Northwestern University (MECS, Kellogg)
Industry Research
Experience
Northwestern University (Kellogg) September 2013 - Present
Charles River Associates October 2011 - July 2013
Charles River Associates October 2009 - September 2011
Charles River Associates August 2008 - September 2009
Middlebury College June 2007 - August 2007
Lehman Brothers January 2006 - February 2006
Middlebury College September 2004 - May 2005
Skills
SAS, Stata, Microsoft Excel, Economics, Econometrics, Statistics, Data Analysis, Research, Economic Modeling, Economic Research, Quantitative Analytics, Statistical Modeling, Policy Analysis
Education
Middlebury College 2004 — 2008
Bachelor of Arts (BA), Mathematics and Economics
Middlebury Russian Summer School 2006 — 2006
Northwestern University - Kellogg School of Management
Northwestern University (Kellogg) September 2013 - Present
Charles River Associates October 2011 - July 2013
Charles River Associates October 2009 - September 2011
Charles River Associates August 2008 - September 2009
Middlebury College June 2007 - August 2007
Lehman Brothers January 2006 - February 2006
Middlebury College September 2004 - May 2005
Skills
SAS, Stata, Microsoft Excel, Economics, Econometrics, Statistics, Data Analysis, Research, Economic Modeling, Economic Research, Quantitative Analytics, Statistical Modeling, Policy Analysis
Education
Middlebury College 2004 — 2008
Bachelor of Arts (BA), Mathematics and Economics
Middlebury Russian Summer School 2006 — 2006
Northwestern University - Kellogg School of Management
Jenna Boyle Ara Jenna Boyle Ara's Lehman Brothers Experience June 2006 - November 2008
Job Director at GoldenTree Asset Management
Industry Financial Services
Experience
GoldenTree Asset Management August 2013 - Present
Greywolf Capital September 2010 - July 2013
Platinum Management (NY) LLC November 2008 - September 2010
Lehman Brothers June 2006 - November 2008
Barclays Capital 2008 - 2008
Skills
Hedge Funds, Equities, Investments, Strategy, Alternative Investments, Credit, Private Equity, New Business Development, Fixed Income, Capital Markets, Prime Brokerage
Education
Middlebury College 2003 — 2006
B.A., History
University of Cape Town 2005 — 2005
History, Economics, Afrikaans
GoldenTree Asset Management August 2013 - Present
Greywolf Capital September 2010 - July 2013
Platinum Management (NY) LLC November 2008 - September 2010
Lehman Brothers June 2006 - November 2008
Barclays Capital 2008 - 2008
Skills
Hedge Funds, Equities, Investments, Strategy, Alternative Investments, Credit, Private Equity, New Business Development, Fixed Income, Capital Markets, Prime Brokerage
Education
Middlebury College 2003 — 2006
B.A., History
University of Cape Town 2005 — 2005
History, Economics, Afrikaans
Allison Liati DiClemente Allison Liati DiClemente's Lehman Brothers Experience 2005 - 2008
Job Equity Sales Trader at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers 2005 - 2008
Skills
Equities, Equity Sales
Education
NYU Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
Middlebury College 2001 — 2005
Bachelor of Arts (B.A.), Economics & Psychology
Barclays September 2008 - Present
Lehman Brothers 2005 - 2008
Skills
Equities, Equity Sales
Education
NYU Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
Middlebury College 2001 — 2005
Bachelor of Arts (B.A.), Economics & Psychology
Terrilynn Million Short Terrilynn Million Short's Lehman Brothers Experience July 1995 - July 1997
Job Illinois Tool Works (ITW); Experienced General Management and Marketing Executive
Industry Electrical/Electronic Manufacturing
Experience
ITW 2010 - Present
Sears Holdings Corporation July 2004 - October 2010
The Boston Consulting Group September 2001 - July 2004
Yahoo! June 2000 - August 2000
St. Paul Cos. July 1997 - August 1999
Lehman Brothers July 1995 - July 1997
Skills
Cross-functional Team..., Leadership, Strategy, Competitive Analysis, Management, Product Development, Business Strategy, Market Analysis, Product Management, Business Development, Marketing Strategy, P&L Management, Product Marketing, Management Consulting, Segmentation, Sales Operations, Marketing Management, Product Launch, Women Leaders, Brand Management, Go-to-market Strategy, Strategic Planning, Organizational Design, Talent Developer, Team Building, Change Management, Pricing Strategy, Global Business..., Innovation Management, Negotiation, Contract Negotiation, Continuous Improvement, Change Control, Marketing, CRM, Sales, Integrated Marketing
Education
Stanford University Graduate School of Business 1999 — 2001
Master of Business Administration (M.B.A.)
Miami University 1991 — 1995
Bachelor’s Degree, Systems Analysis
Northwestern University - Kellogg School of Management
Women's Senior Leadership Program (2012-2013)
ITW 2010 - Present
Sears Holdings Corporation July 2004 - October 2010
The Boston Consulting Group September 2001 - July 2004
Yahoo! June 2000 - August 2000
St. Paul Cos. July 1997 - August 1999
Lehman Brothers July 1995 - July 1997
Skills
Cross-functional Team..., Leadership, Strategy, Competitive Analysis, Management, Product Development, Business Strategy, Market Analysis, Product Management, Business Development, Marketing Strategy, P&L Management, Product Marketing, Management Consulting, Segmentation, Sales Operations, Marketing Management, Product Launch, Women Leaders, Brand Management, Go-to-market Strategy, Strategic Planning, Organizational Design, Talent Developer, Team Building, Change Management, Pricing Strategy, Global Business..., Innovation Management, Negotiation, Contract Negotiation, Continuous Improvement, Change Control, Marketing, CRM, Sales, Integrated Marketing
Education
Stanford University Graduate School of Business 1999 — 2001
Master of Business Administration (M.B.A.)
Miami University 1991 — 1995
Bachelor’s Degree, Systems Analysis
Northwestern University - Kellogg School of Management
Women's Senior Leadership Program (2012-2013)
Jason Cocuzza Jason Cocuzza's Lehman Brothers Experience June 2006 - June 2008
Job Senior Mortgage Consultant at Movement Mortgage, LLC
Industry Financial Services
Experience
Movement Mortgage, LLC July 2015 - Present
Pinnacle Capital Mortgage Corp September 2014 - June 2015
Guaranteed Rate June 2012 - October 2014
JPMorgan Chase July 2008 - December 2011
Lehman Brothers June 2006 - June 2008
Atlantic Mortgage Executives April 2004 - June 2006
Skills
VA loans, FHA financing, Refinance, 203K, FHA, Residential Mortgages, Mortgage Lending, Mortgage Banking, Loan Origination, USDA, Reverse Mortgages, Credit, Investments, Finance, Financial Analysis, Strategic Financial..., Real Estate, Funding, Credit Analysis, First Time Home Buyers, Mortgage Underwriting, Foreclosures, Construction Loans, Loans, Government Loans, Underwriting, Commercial Mortgages, Real Estate Financing, VA Loans, Financial Planning, FHA Financing
Education
Montclair State University
Business Administration and Management, General
Movement Mortgage, LLC July 2015 - Present
Pinnacle Capital Mortgage Corp September 2014 - June 2015
Guaranteed Rate June 2012 - October 2014
JPMorgan Chase July 2008 - December 2011
Lehman Brothers June 2006 - June 2008
Atlantic Mortgage Executives April 2004 - June 2006
Skills
VA loans, FHA financing, Refinance, 203K, FHA, Residential Mortgages, Mortgage Lending, Mortgage Banking, Loan Origination, USDA, Reverse Mortgages, Credit, Investments, Finance, Financial Analysis, Strategic Financial..., Real Estate, Funding, Credit Analysis, First Time Home Buyers, Mortgage Underwriting, Foreclosures, Construction Loans, Loans, Government Loans, Underwriting, Commercial Mortgages, Real Estate Financing, VA Loans, Financial Planning, FHA Financing
Education
Montclair State University
Business Administration and Management, General
Cindy Swabsin Cindy Swabsin's Lehman Brothers Experience September 1988 - September 2008
Job Project Manager for the NFL
Industry Marketing and Advertising
Experience
NFL August 2009 - Present
The Corporate Presence October 2008 - April 2009
Lehman Brothers September 1988 - September 2008
Lehman Brothers / Marketing 1994 - 2003
E.F. Hutton & Company, NY, NY 1987 - 1988
Lever Brothers 1985 - 1987
Skills
Graphic Design, Print Production, Calligraphy, Caricatures, Advertising, Marketing Strategy, Strategic Planning, Social Media, Public Relations, Account Management, Microsoft Excel, PowerPoint, Leadership, Social Networking, Email Marketing, Sales, Photography, Research, Print, Management, Contract Negotiation, Customer Service, Integrated Marketing, Time Management, Brand Development, Digital Media, Creative Direction, Direct Marketing, Editing, InDesign, Event Planning, Mergers & Acquisitions, Budgets, Social Media Marketing, Product Development, Entrepreneurship, Facebook, Team Leadership, Online Marketing, Business Development, Graphics, Business Strategy, Online Advertising, Negotiation, Photoshop, Microsoft Office, Start-ups, CRM, Fundraising, Analysis
Education
Michigan State University 1978 — 1981
Fine Arts
Mount Saint Dominic Academy 1973 — 1977
HS, Regular/General High School/Secondary Diploma Program
NFL August 2009 - Present
The Corporate Presence October 2008 - April 2009
Lehman Brothers September 1988 - September 2008
Lehman Brothers / Marketing 1994 - 2003
E.F. Hutton & Company, NY, NY 1987 - 1988
Lever Brothers 1985 - 1987
Skills
Graphic Design, Print Production, Calligraphy, Caricatures, Advertising, Marketing Strategy, Strategic Planning, Social Media, Public Relations, Account Management, Microsoft Excel, PowerPoint, Leadership, Social Networking, Email Marketing, Sales, Photography, Research, Print, Management, Contract Negotiation, Customer Service, Integrated Marketing, Time Management, Brand Development, Digital Media, Creative Direction, Direct Marketing, Editing, InDesign, Event Planning, Mergers & Acquisitions, Budgets, Social Media Marketing, Product Development, Entrepreneurship, Facebook, Team Leadership, Online Marketing, Business Development, Graphics, Business Strategy, Online Advertising, Negotiation, Photoshop, Microsoft Office, Start-ups, CRM, Fundraising, Analysis
Education
Michigan State University 1978 — 1981
Fine Arts
Mount Saint Dominic Academy 1973 — 1977
HS, Regular/General High School/Secondary Diploma Program
Steven Fossel Steven Fossel's Lehman Brothers Experience August 1990 - July 1992
Job Founder at Fossel Capital mgmt
Industry Investment Management
Experience
FCM January 2003 - Present
Berger Funds February 1998 - January 2003
Salomon Brothers Asset Management August 1992 - January 1998
Lehman Brothers August 1990 - July 1992
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, Portfolio Management, Investments, Financial Analysis, Venture Capital, Alternative Investments, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Equities, Valuation, Investment Management, Capital Markets, Equity Research
Education
Middlebury College 1986 — 1990
BS, Economics
John Jay hs
FCM January 2003 - Present
Berger Funds February 1998 - January 2003
Salomon Brothers Asset Management August 1992 - January 1998
Lehman Brothers August 1990 - July 1992
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, Portfolio Management, Investments, Financial Analysis, Venture Capital, Alternative Investments, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Equities, Valuation, Investment Management, Capital Markets, Equity Research
Education
Middlebury College 1986 — 1990
BS, Economics
John Jay hs
JoAnne Conner JoAnne Conner's Lehman Brothers Experience 2007 - 2007
Job Office Assistant at Mortgage Litigation Services
Industry Executive Office
Experience
Mortgage Litigation Services April 2012 - Present
Seaside Sams 2009 - 2011
Lester Glenn 2009 - 2010
Johnson & Johnson 2008 - 2009
Lehman Brothers 2007 - 2007
Cellular One 2003 - 2007
LGA Engineering January 1999 - January 2003
Johnson & Johnson January 1989 - January 1995
IBM Corporation January 1985 - January 1989
Skills
Outlook, Customer Service, Word, Excel, Microsoft Office, Administrative Support, PowerPoint, Scheduling, Event Planning, Problem Solving, Billing, Inventory Management, Access, Research, Accounts Payable, Payroll, Event Management, Budgeting, Purchasing, Data Entry, Newsletters, Vendor Relations, Proposal Writing, Spreadsheets, Account Management
Education
Middlesex County College 1990 — 1992
Certified Professional Secretary, Business
Middlesex County College
Mortgage Litigation Services April 2012 - Present
Seaside Sams 2009 - 2011
Lester Glenn 2009 - 2010
Johnson & Johnson 2008 - 2009
Lehman Brothers 2007 - 2007
Cellular One 2003 - 2007
LGA Engineering January 1999 - January 2003
Johnson & Johnson January 1989 - January 1995
IBM Corporation January 1985 - January 1989
Skills
Outlook, Customer Service, Word, Excel, Microsoft Office, Administrative Support, PowerPoint, Scheduling, Event Planning, Problem Solving, Billing, Inventory Management, Access, Research, Accounts Payable, Payroll, Event Management, Budgeting, Purchasing, Data Entry, Newsletters, Vendor Relations, Proposal Writing, Spreadsheets, Account Management
Education
Middlesex County College 1990 — 1992
Certified Professional Secretary, Business
Middlesex County College
Leanne Zmood's Lehman Brothers Experience 2002 - 2004
Job Business Manager, Senior Vice President
Industry Financial Services
Experience
Citi 2012 - Present
Citi 2004 - 2012
Lehman Brothers 2002 - 2004
Lehman Brothers 1999 - 2002
Tokyo General Agency 1996 - 1999
Skills
Fluent in English,..., Banking, Portfolio Management, Credit, Risk Management, Financial Services, Relationship Management, Financial Analysis, Credit Risk, Fixed Income, Investment Banking, Equities, Retail Banking, Employee Benefits, Management, Human Resources, Talent Management, Personnel Management, Sales
Education
Monash University 1992 — 1992
Graduate Diploma of Education
Monash University 1991 — 1991
Graduate Diploma of Applied Japanese Linguistics
Monash University 1988 — 1990
Bachelor of Arts (BA)
Citi 2012 - Present
Citi 2004 - 2012
Lehman Brothers 2002 - 2004
Lehman Brothers 1999 - 2002
Tokyo General Agency 1996 - 1999
Skills
Fluent in English,..., Banking, Portfolio Management, Credit, Risk Management, Financial Services, Relationship Management, Financial Analysis, Credit Risk, Fixed Income, Investment Banking, Equities, Retail Banking, Employee Benefits, Management, Human Resources, Talent Management, Personnel Management, Sales
Education
Monash University 1992 — 1992
Graduate Diploma of Education
Monash University 1991 — 1991
Graduate Diploma of Applied Japanese Linguistics
Monash University 1988 — 1990
Bachelor of Arts (BA)
Peter Strauss Peter Strauss's Lehman Brothers Experience April 2002 - October 2008
Job Chief Operating Officer at ViaWest
Industry Information Technology and Services
Experience
ViaWest December 2014 - Present
IP Commerce May 2013 - June 2014
IP Commerce December 2011 - April 2013
IT Leadership, Management, Strategy and Execution January 2011 - June 2011
Barclays Capital October 2008 - December 2010
Lehman Brothers April 2002 - October 2008
SmallWorld.com February 2000 - February 2001
Sticky Networks 1999 - 2000
TRECOM and DMR 1992 - 1998
Andersen Consulting 1989 - 1991
Skills
IT Management, IT Strategy, Executive Management, Management, Operations Management, Operational Excellence, Program Management, Project Management, Payment Systems, Development Management, ITIL Process, Vendor Management, Software Development, Enterprise Architecture, Solution Architecture, ERP Implementations, Financial Systems, Trading Systems, Cloud Computing, Risk Management, PMO, Project Governance, Project Portfolio..., IT Consulting, IT Service Management, ITIL Process..., Agile Project Management, IT Outsourcing, IT Infrastructure..., Applications..., Consulting, SaaS, software deployment..., Enterprise Software, Leadership, SDLC
Education
Middlebury College 1984 — 1988
BA, Philosphy and Sociology
Dalton School 1972 — 1984
ViaWest December 2014 - Present
IP Commerce May 2013 - June 2014
IP Commerce December 2011 - April 2013
IT Leadership, Management, Strategy and Execution January 2011 - June 2011
Barclays Capital October 2008 - December 2010
Lehman Brothers April 2002 - October 2008
SmallWorld.com February 2000 - February 2001
Sticky Networks 1999 - 2000
TRECOM and DMR 1992 - 1998
Andersen Consulting 1989 - 1991
Skills
IT Management, IT Strategy, Executive Management, Management, Operations Management, Operational Excellence, Program Management, Project Management, Payment Systems, Development Management, ITIL Process, Vendor Management, Software Development, Enterprise Architecture, Solution Architecture, ERP Implementations, Financial Systems, Trading Systems, Cloud Computing, Risk Management, PMO, Project Governance, Project Portfolio..., IT Consulting, IT Service Management, ITIL Process..., Agile Project Management, IT Outsourcing, IT Infrastructure..., Applications..., Consulting, SaaS, software deployment..., Enterprise Software, Leadership, SDLC
Education
Middlebury College 1984 — 1988
BA, Philosphy and Sociology
Dalton School 1972 — 1984
Mary Stark Mary Stark's Lehman Brothers Experience 1983 - 1984
Job President
Industry Staffing and Recruiting
Experience
Stark Cornwall Group January 1996 - Present
David Allen Associates November 1984 - December 1995
Lehman Brothers 1983 - 1984
Harvard Business School 1982 - 1983
Skills
Strategic Planning, New Business Development, Management Consulting, Start-ups, Sales Management, Account Management, Business Strategy, Business Development, Leadership, Mergers & Acquisitions, Operations Management, Strategy, Executive Search, Marketing Strategy, Team Building, Sales, Market Research, Process Improvement, Recruiting, Cross-functional Team..., Entrepreneurship, Business Planning, Manufacturing, Management, CRM, Change Management, Product Development, Executive Management, Contract Negotiation, Product Management, Sourcing, Competitive Analysis
Education
Michigan State University 1977 — 1981
BBA, Economics
Stark Cornwall Group January 1996 - Present
David Allen Associates November 1984 - December 1995
Lehman Brothers 1983 - 1984
Harvard Business School 1982 - 1983
Skills
Strategic Planning, New Business Development, Management Consulting, Start-ups, Sales Management, Account Management, Business Strategy, Business Development, Leadership, Mergers & Acquisitions, Operations Management, Strategy, Executive Search, Marketing Strategy, Team Building, Sales, Market Research, Process Improvement, Recruiting, Cross-functional Team..., Entrepreneurship, Business Planning, Manufacturing, Management, CRM, Change Management, Product Development, Executive Management, Contract Negotiation, Product Management, Sourcing, Competitive Analysis
Education
Michigan State University 1977 — 1981
BBA, Economics
Jamie Whitehead Jamie Whitehead's Lehman Brothers Experience January 1996 - January 1999
Job Venture Capital
Industry Financial Services
Experience
Jamas Capital Management June 2014 - Present
Regions Bank 2004 - Present
Molpus Woodlands Advisors January 2002 - April 2004
GulfSouth Capital January 1999 - January 2002
Lehman Brothers January 1996 - January 1999
Bankers Trust January 1992 - January 1996
Skills
Wealth Management, Finance, Private Equity, Financial Analysis, Investments, Mutual Funds, Banking, Portfolio Management, Financial Risk, Securities
Education
Mississippi State University 1987 — 1991
Jackson Academy
Jamas Capital Management June 2014 - Present
Regions Bank 2004 - Present
Molpus Woodlands Advisors January 2002 - April 2004
GulfSouth Capital January 1999 - January 2002
Lehman Brothers January 1996 - January 1999
Bankers Trust January 1992 - January 1996
Skills
Wealth Management, Finance, Private Equity, Financial Analysis, Investments, Mutual Funds, Banking, Portfolio Management, Financial Risk, Securities
Education
Mississippi State University 1987 — 1991
Jackson Academy
Jon Lawton Jon Lawton's Lehman Brothers Experience 1984 - 1987
Job Director of Infrastructure and Software Engineering, Healthcare at Navigant Consulting Inc.
Industry Information Technology and Services
Experience
Navigant Consulting Inc. April 2014 - Present
Navigant Consulting Inc. June 2011 - April 2014
Queens Long Island Medical Group April 2012 - October 2012
Dell August 1999 - June 2011
Dell Perot Systems 1999 - 2008
Medic Computer Systems 1994 - 1999
Presbyterian Healthcare Services January 1991 - January 1994
Lehman Brothers 1984 - 1987
Lehman Brothers 1984 - 1987
Skills
Healthcare Information..., EHR, Process Improvement, Healthcare, Program Management, Business Analysis, EMR, Revenue Cycle, Integration, Change Management, ITIL, Project Management, Enterprise Architecture, Business Intelligence, Health Information..., NextGen Certified..., NextGen, Practice Management, Vendor Management, Business Process..., IT Strategy, SDLC, Healthcare Consulting, HIPAA, Strategic Planning, Process Engineering, Software Documentation, Disaster Recovery, Physicians, HL7, Revenue Cycle Management, Healthcare Industry, Leadership, Software Implementation, Consulting, Visio, CPOE, Informatics, Information Technology, Cerner, Ambulatory, Performance Improvement, Medicaid, PMO, Enterprise Software, Meditech, Professional Services, SaaS, Business Process, Managed Care
Education
Northeastern University 1989 — 1990
Graduate Studies, Accounting
Middlebury College 1984 — 1989
Navigant Consulting Inc. April 2014 - Present
Navigant Consulting Inc. June 2011 - April 2014
Queens Long Island Medical Group April 2012 - October 2012
Dell August 1999 - June 2011
Dell Perot Systems 1999 - 2008
Medic Computer Systems 1994 - 1999
Presbyterian Healthcare Services January 1991 - January 1994
Lehman Brothers 1984 - 1987
Lehman Brothers 1984 - 1987
Skills
Healthcare Information..., EHR, Process Improvement, Healthcare, Program Management, Business Analysis, EMR, Revenue Cycle, Integration, Change Management, ITIL, Project Management, Enterprise Architecture, Business Intelligence, Health Information..., NextGen Certified..., NextGen, Practice Management, Vendor Management, Business Process..., IT Strategy, SDLC, Healthcare Consulting, HIPAA, Strategic Planning, Process Engineering, Software Documentation, Disaster Recovery, Physicians, HL7, Revenue Cycle Management, Healthcare Industry, Leadership, Software Implementation, Consulting, Visio, CPOE, Informatics, Information Technology, Cerner, Ambulatory, Performance Improvement, Medicaid, PMO, Enterprise Software, Meditech, Professional Services, SaaS, Business Process, Managed Care
Education
Northeastern University 1989 — 1990
Graduate Studies, Accounting
Middlebury College 1984 — 1989
Erick Goralski's Lehman Brothers Experience December 2004 - March 2007
Job CoFounder / Head of Client Strategies at Stone Ridge Asset Management
Industry Financial Services
Experience
Stone Ridge Asset Management September 2012 - Present
Deutsche Bank April 2007 - August 2012
Lehman Brothers December 2004 - March 2007
Cisco Systems December 1996 - December 2003
Skills
Equities
Education
Miami University 1989 — 1993
Bachelor of Science (BS), Economics
Stone Ridge Asset Management September 2012 - Present
Deutsche Bank April 2007 - August 2012
Lehman Brothers December 2004 - March 2007
Cisco Systems December 1996 - December 2003
Skills
Equities
Education
Miami University 1989 — 1993
Bachelor of Science (BS), Economics
Glenn Moschella Glenn Moschella's Lehman Brothers Experience January 1987 - September 1993
Job Managing Partner at GMPM Enterprises LLC
Industry Investment Banking
Experience
GMPM Enterprises LLC September 2012 - Present
Dahlman Rose & Co. February 2010 - March 2011
Fox-Pitt, Kelton March 1995 - December 2009
Smith Barney Shearson (Citi Group) September 1993 - March 1995
Lehman Brothers January 1987 - September 1993
Drexel Burnham Lambert May 1985 - January 1987
Skills
Electronic Trading, Trading Systems, Series 7, Fidessa, Stocks, Equity Trading, Bloomberg, Customer Relations, Order Management, ETFs, Series 63, series 55, series 24, Trading Strategies, FINRA, Equities, Series 24, Trading, Market Data, Securities, Hedge Funds, Bonds, Equity Research, Capital Markets, Financial Markets, Equity Derivatives, Investment Banking, Asset Management, Fixed Income, Customer Service
Education
Monmouth University 1981 — 1985
BS, Finance(Major), Management (Minor)
GMPM Enterprises LLC September 2012 - Present
Dahlman Rose & Co. February 2010 - March 2011
Fox-Pitt, Kelton March 1995 - December 2009
Smith Barney Shearson (Citi Group) September 1993 - March 1995
Lehman Brothers January 1987 - September 1993
Drexel Burnham Lambert May 1985 - January 1987
Skills
Electronic Trading, Trading Systems, Series 7, Fidessa, Stocks, Equity Trading, Bloomberg, Customer Relations, Order Management, ETFs, Series 63, series 55, series 24, Trading Strategies, FINRA, Equities, Series 24, Trading, Market Data, Securities, Hedge Funds, Bonds, Equity Research, Capital Markets, Financial Markets, Equity Derivatives, Investment Banking, Asset Management, Fixed Income, Customer Service
Education
Monmouth University 1981 — 1985
BS, Finance(Major), Management (Minor)
Jim Cain Jim Cain's Lehman Brothers Experience 1993 - 1995
Job Senior Manager, Sales & Executive Communications, General Motors
Industry Public Relations and Communications
Experience
General Motors February 2011 - Present
The Quell Group July 2008 - February 2011
Ford Motor Co 1995 - 2008
Lehman Brothers 1993 - 1995
Skills
Media Relations, Crisis Communications, Automotive, Corporate Communications, Speech Writing, I produce a monthly...
Education
Michigan State University 1985 — 1989
BA, Journalism
General Motors February 2011 - Present
The Quell Group July 2008 - February 2011
Ford Motor Co 1995 - 2008
Lehman Brothers 1993 - 1995
Skills
Media Relations, Crisis Communications, Automotive, Corporate Communications, Speech Writing, I produce a monthly...
Education
Michigan State University 1985 — 1989
BA, Journalism
Jessica Powers Jessica Powers's Lehman Brothers Experience January 2006 - August 2008
Job Account Director Human Resources at CEB
Industry Capital Markets
Experience
CEB June 2014 - Present
Attain Capital Management November 2011 - Present
Altegris Investments June 2010 - September 2011
Lehman Brothers January 2006 - August 2008
Man Financial April 2005 - January 2006
UBS Financial Services Inc September 2004 - April 2005
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Bloomberg, Managed Futures, Bonds, Microsoft Excel, Research, Risk Management, Product Development, Marketing, National Account Sales, Relationship Management, Institutional Sales, Due Diligence, PowerPoint, Fixed Income Products, Modeling Portfolios, Commodity Pools, Spread Trading, Series 7, Series 63, Trading, Negotiation, Asset Allocation, Investments, Commodity, Mutual Funds, Wealth Management
Education
University of San Diego 2009 — 2011
MBA, Finance and International Business, 3.97
Miami University
Bachelor of Science, BusinessFinance; international business and business law emphasis's); Marketing
CEB June 2014 - Present
Attain Capital Management November 2011 - Present
Altegris Investments June 2010 - September 2011
Lehman Brothers January 2006 - August 2008
Man Financial April 2005 - January 2006
UBS Financial Services Inc September 2004 - April 2005
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Bloomberg, Managed Futures, Bonds, Microsoft Excel, Research, Risk Management, Product Development, Marketing, National Account Sales, Relationship Management, Institutional Sales, Due Diligence, PowerPoint, Fixed Income Products, Modeling Portfolios, Commodity Pools, Spread Trading, Series 7, Series 63, Trading, Negotiation, Asset Allocation, Investments, Commodity, Mutual Funds, Wealth Management
Education
University of San Diego 2009 — 2011
MBA, Finance and International Business, 3.97
Miami University
Bachelor of Science, BusinessFinance; international business and business law emphasis's); Marketing
Ayoub Naciri's Lehman Brothers Experience July 2005 - April 2007
Job IT Director at ArtaBit
Industry Information Technology and Services
Experience
ArtaBit February 2014 - Present
Morgan Stanley April 2013 - November 2014
UBS Investment Bank 2009 - December 2012
Sumo Capital March 2009 - April 2010
Atlas Lion Capital LLC April 2007 - March 2009
Lehman Brothers July 2005 - April 2007
Intel Corporation August 1998 - August 2002
Microware 1996 - 1998
Skills
Derivatives, C++, C#, .NET, Multithreading, Fixed Income, Python, R, NumPy
Education
Michigan Technological University 1993 — 1996
B.S, Electrical Engineering
ArtaBit February 2014 - Present
Morgan Stanley April 2013 - November 2014
UBS Investment Bank 2009 - December 2012
Sumo Capital March 2009 - April 2010
Atlas Lion Capital LLC April 2007 - March 2009
Lehman Brothers July 2005 - April 2007
Intel Corporation August 1998 - August 2002
Microware 1996 - 1998
Skills
Derivatives, C++, C#, .NET, Multithreading, Fixed Income, Python, R, NumPy
Education
Michigan Technological University 1993 — 1996
B.S, Electrical Engineering
Bryan Hoffman's Lehman Brothers Experience September 2005 - September 2008
Job General Manager at West Marine Products Inc
Industry Sporting Goods
Experience
West Marine Products Inc June 2012 - Present
West Marine Products Inc October 2011 - June 2012
West Marine May 2009 - November 2011
Lehman Brothers September 2005 - September 2008
Lehman Brothers 2005 - 2007
Skills
Disaster Recovery, Business Continuity, Vendor Management, IT Strategy, Security, Sales, Physical Security, Project Management, SDLC, Visio, Risk Management, Retail, Unix, Budgets, Inventory Management, Project Planning
Education
Monmouth University 2007 — 2009
St Marys
West Marine Products Inc June 2012 - Present
West Marine Products Inc October 2011 - June 2012
West Marine May 2009 - November 2011
Lehman Brothers September 2005 - September 2008
Lehman Brothers 2005 - 2007
Skills
Disaster Recovery, Business Continuity, Vendor Management, IT Strategy, Security, Sales, Physical Security, Project Management, SDLC, Visio, Risk Management, Retail, Unix, Budgets, Inventory Management, Project Planning
Education
Monmouth University 2007 — 2009
St Marys
Regina Cranston Regina Cranston's Lehman Brothers Experience May 1992 - May 1994
Job Contractor/ Agreements and Documentation at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merril Lynch October 2014 - Present
Bank of America Merrill Lynch October 2014 - Present
Bank of America 2014 - 2015
Bank of America 2014 - 2015
Morgan Stanley 2004 - 2007
Morgan Stanley May 1994 - May 1999
Lehman Brothers May 1992 - May 1994
Bankers Trust Company June 1990 - May 1992
Morgan Stanley October 1986 - June 1990
Prudential Bache Securities August 1983 - October 1986
Skills
Prime Brokerage, Securities, Business Strategy, Investment Banking, Equities, Risk Management, Series 63, Series 7, Fixed Income, Asset Management, Derivatives, Portfolio Management, Trading, Hedge Funds
Education
Monmouth University 2012 — 2016
Master's Degree, Special Education/Autism
Fontbonne Hall Academy
Holmdel Township Schools
Holmdel Township Schools
St. John's University New York
B.A., Communications/Business
Visitation Academy
All Girl's Catholic Private School (1-8)
Bank of America Merril Lynch October 2014 - Present
Bank of America Merrill Lynch October 2014 - Present
Bank of America 2014 - 2015
Bank of America 2014 - 2015
Morgan Stanley 2004 - 2007
Morgan Stanley May 1994 - May 1999
Lehman Brothers May 1992 - May 1994
Bankers Trust Company June 1990 - May 1992
Morgan Stanley October 1986 - June 1990
Prudential Bache Securities August 1983 - October 1986
Skills
Prime Brokerage, Securities, Business Strategy, Investment Banking, Equities, Risk Management, Series 63, Series 7, Fixed Income, Asset Management, Derivatives, Portfolio Management, Trading, Hedge Funds
Education
Monmouth University 2012 — 2016
Master's Degree, Special Education/Autism
Fontbonne Hall Academy
Holmdel Township Schools
Holmdel Township Schools
St. John's University New York
B.A., Communications/Business
Visitation Academy
All Girl's Catholic Private School (1-8)
Sarah Lyras Brodman Sarah Lyras Brodman's Lehman Brothers Experience April 2007 - October 2008
Job Marketing Assistant at P2 Capital Partners, LLC
Industry Investment Management
Experience
P2 Capital Partners, LLC August 2011 - Present
Macquarie Capital (USA) Inc. October 2008 - August 2011
Lehman Brothers April 2007 - October 2008
Skills
Equities, Marketing, Strategy, Editing, Hedge Funds, PowerPoint, Market Research, Management, Financial Modeling, Alternative Investments, Investments, Series 7
Education
Miami University 2002 — 2006
Bachelor's degree, Organizational Communication, General
P2 Capital Partners, LLC August 2011 - Present
Macquarie Capital (USA) Inc. October 2008 - August 2011
Lehman Brothers April 2007 - October 2008
Skills
Equities, Marketing, Strategy, Editing, Hedge Funds, PowerPoint, Market Research, Management, Financial Modeling, Alternative Investments, Investments, Series 7
Education
Miami University 2002 — 2006
Bachelor's degree, Organizational Communication, General
James Petsoulakis James Petsoulakis's Lehman Brothers Experience July 2006 - August 2007
Job Associate at Taconic Capital
Industry Investment Management
Experience
Taconic Capital July 2011 - Present
BlackRock July 2009 - July 2011
Lehman Brothers July 2006 - August 2007
Education
Princeton University 2007 — 2009
Master's degree, Financial Mathematics
Middlebury College 2002 — 2006
Bachelor of Arts (B.A.), Mathematics
Taconic Capital July 2011 - Present
BlackRock July 2009 - July 2011
Lehman Brothers July 2006 - August 2007
Education
Princeton University 2007 — 2009
Master's degree, Financial Mathematics
Middlebury College 2002 — 2006
Bachelor of Arts (B.A.), Mathematics
David Greiner David Greiner's Lehman Brothers Experience July 2004 - September 2008
Job Executive Director fx spot trading at Nomura Securities
Industry Financial Services
Experience
Nomura Securities August 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
Skills
Bloomberg, Options, Trading, Rates, FX trading, Derivatives, Alternative Investments, Commodity Markets, foreign exchan, Futures Trading, FX Spot, Capital Markets, Electronic Trading, FX Trading, Fixed Income, Investments
Education
Middlebury College 1999 — 2003
BA, Economics
Nomura Securities August 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
Skills
Bloomberg, Options, Trading, Rates, FX trading, Derivatives, Alternative Investments, Commodity Markets, foreign exchan, Futures Trading, FX Spot, Capital Markets, Electronic Trading, FX Trading, Fixed Income, Investments
Education
Middlebury College 1999 — 2003
BA, Economics
Jean Sievert, CFA Jean Sievert, CFA's Lehman Brothers Experience 1987 - 1995
Job Director of Research at Rock Point Advisors
Industry Investment Management
Experience
Rock Point Advisors March 2013 - Present
Putnam Investments 1998 - 2012
Salomon Brothers 1996 - 1998
Lehman Brothers 1987 - 1995
Goldman Sachs 1982 - 1986
Skills
Series 7, Series 63, Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies
Education
New York University 1980 — 1982
MBA, Finance
Middlebury College 1976 — 1980
BA, Economics, German
Rock Point Advisors March 2013 - Present
Putnam Investments 1998 - 2012
Salomon Brothers 1996 - 1998
Lehman Brothers 1987 - 1995
Goldman Sachs 1982 - 1986
Skills
Series 7, Series 63, Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies
Education
New York University 1980 — 1982
MBA, Finance
Middlebury College 1976 — 1980
BA, Economics, German
Pete Britt Pete Britt's Lehman Brothers Experience June 2008 - August 2008
Job Financial Operations at New York Yankees
Industry Sports
Experience
New York Yankees June 2014 - Present
Creative Artists Agency June 2013 - August 2013
Barclays Capital June 2009 - June 2012
Lehman Brothers June 2008 - August 2008
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Middlebury College 2005 — 2009
Bachelor's degree, American Studies
New York Yankees June 2014 - Present
Creative Artists Agency June 2013 - August 2013
Barclays Capital June 2009 - June 2012
Lehman Brothers June 2008 - August 2008
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Middlebury College 2005 — 2009
Bachelor's degree, American Studies
maria nikac maria nikac's Lehman Brothers Experience January 2006 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
Levy, Harkins & Co January 2009 - January 2010
Lehman Brothers January 2006 - January 2009
MAS January 2003 - January 2006
Oxygen Media January 1998 - January 2001
Education
Gjakova High School
High School Diploma
Monroe College
Associates Degree
Levy, Harkins & Co January 2009 - January 2010
Lehman Brothers January 2006 - January 2009
MAS January 2003 - January 2006
Oxygen Media January 1998 - January 2001
Education
Gjakova High School
High School Diploma
Monroe College
Associates Degree
Robert Koenig Robert Koenig's Lehman Brothers Experience September 2004 - April 2007
Job Sr Solutions Architect Transformations at Blue Cross and Blue Shield of Minnesota
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Minnesota December 2014 - Present
Express Scripts July 2012 - December 2014
Rocky Mountain Systems Group October 2000 - December 2014
Compassion International February 2012 - May 2012
Qortex June 2011 - February 2012
Tatum LLC May 2007 - June 2011
Orange County Container Group LLC May 2010 - February 2011
Professional Rodeo Cowboys Association July 2007 - January 2010
Lehman Brothers September 2004 - April 2007
Nelnet March 2003 - September 2004
Skills
IT Governance, PMO, Management Consulting, Architecture, Business Management, Business Analysis, ERP, Process Improvement, Integration, Business Intelligence, Change Management, Program Management, Process Engineering, IT Management, IT Strategy, Disaster Recovery, SDLC, Strategic Planning, SharePoint, Business Process, Business Process..., SOX, Agile, Vendor Management, Governance, Agile Methodologies, Leadership, Microsoft SQL Server, CRM, Management, Strategy, Cross-functional Team..., SOA, Sarbanes-Oxley Act, Requirements Analysis, Software Development, Project Portfolio..., Visio, Project Management, MS Project, Start-ups, Enterprise Architecture, Databases, Team Leadership, Oracle, Analysis, SQL, Scrum, Software Project..., Cloud Computing
Education
Tibco Educational Services - Workflow 2005 — 2005
Tibco Staffware Implementation Methodology
Whittman Hart Strategic Education - PM Degree 1990 — 2001
WH-PM, ProSpec Certificate of Project Management
North Hennepin Community College 1994 — 1994
Certificate, Computer Programming in Borland C++
Minnesota School of Business 1984 — 1985
Associate, Information Technology and Programming
Mound Westonka
Blue Cross and Blue Shield of Minnesota December 2014 - Present
Express Scripts July 2012 - December 2014
Rocky Mountain Systems Group October 2000 - December 2014
Compassion International February 2012 - May 2012
Qortex June 2011 - February 2012
Tatum LLC May 2007 - June 2011
Orange County Container Group LLC May 2010 - February 2011
Professional Rodeo Cowboys Association July 2007 - January 2010
Lehman Brothers September 2004 - April 2007
Nelnet March 2003 - September 2004
Skills
IT Governance, PMO, Management Consulting, Architecture, Business Management, Business Analysis, ERP, Process Improvement, Integration, Business Intelligence, Change Management, Program Management, Process Engineering, IT Management, IT Strategy, Disaster Recovery, SDLC, Strategic Planning, SharePoint, Business Process, Business Process..., SOX, Agile, Vendor Management, Governance, Agile Methodologies, Leadership, Microsoft SQL Server, CRM, Management, Strategy, Cross-functional Team..., SOA, Sarbanes-Oxley Act, Requirements Analysis, Software Development, Project Portfolio..., Visio, Project Management, MS Project, Start-ups, Enterprise Architecture, Databases, Team Leadership, Oracle, Analysis, SQL, Scrum, Software Project..., Cloud Computing
Education
Tibco Educational Services - Workflow 2005 — 2005
Tibco Staffware Implementation Methodology
Whittman Hart Strategic Education - PM Degree 1990 — 2001
WH-PM, ProSpec Certificate of Project Management
North Hennepin Community College 1994 — 1994
Certificate, Computer Programming in Borland C++
Minnesota School of Business 1984 — 1985
Associate, Information Technology and Programming
Mound Westonka
Chris Kimberly Chris Kimberly's Lehman Brothers Experience 1985 - 1988
Job Owner, American Wanderer
Industry Nonprofit Organization Management
Experience
Camp Berger April 2014 - Present
Twin Paddles Group September 2012 - Present
American Wanderer 2006 - Present
RBC Capital Markets 2002 - 2005
Cowen and Company 1991 - 2002
Lehman Brothers 1985 - 1988
Skills
Carpentry, Electrical, Plumbing, Chef, Camp Director, Equity and Fixed Income..., National Parks Expert, Extreme Outdoorsman
Education
Middlebury College 1979 — 1983
BA, Philosophy
Camp Berger April 2014 - Present
Twin Paddles Group September 2012 - Present
American Wanderer 2006 - Present
RBC Capital Markets 2002 - 2005
Cowen and Company 1991 - 2002
Lehman Brothers 1985 - 1988
Skills
Carpentry, Electrical, Plumbing, Chef, Camp Director, Equity and Fixed Income..., National Parks Expert, Extreme Outdoorsman
Education
Middlebury College 1979 — 1983
BA, Philosophy
Fahim Ahmed Fahim Ahmed's Lehman Brothers Experience May 2002 - August 2002
Job Managing Partner at SEAF Ventures Management
Industry Venture Capital & Private Equity
Experience
SEAF Ventures Management December 2009 - Present
Royal Bank of Scotland September 2008 - September 2009
American Securities Capital Partners August 2005 - July 2008
Goldman, Sachs & Co. July 2003 - July 2005
Lehman Brothers May 2002 - August 2002
Skills
Emerging Markets, Private Equity, Investment Banking, Impact Investing, Business Services, Retail, Healthcare, Equities, Investments
Education
Middlebury College 1999 — 2003
B.A., Economics, Religion
SEAF Ventures Management December 2009 - Present
Royal Bank of Scotland September 2008 - September 2009
American Securities Capital Partners August 2005 - July 2008
Goldman, Sachs & Co. July 2003 - July 2005
Lehman Brothers May 2002 - August 2002
Skills
Emerging Markets, Private Equity, Investment Banking, Impact Investing, Business Services, Retail, Healthcare, Equities, Investments
Education
Middlebury College 1999 — 2003
B.A., Economics, Religion
Judy McNamara's Lehman Brothers Experience 2007 - 2008
Job VP Taxes at Ecolab
Industry Chemicals
Experience
Ecolab December 2008 - Present
Lehman Brothers 2007 - 2008
BorgWarner 2004 - 2007
KPMG 1995 - 2003
Education
University of Michigan Law School 1986 — 1989
J.D., Law
Michigan State University 1983 — 1986
B.A., Accounting
Ecolab December 2008 - Present
Lehman Brothers 2007 - 2008
BorgWarner 2004 - 2007
KPMG 1995 - 2003
Education
University of Michigan Law School 1986 — 1989
J.D., Law
Michigan State University 1983 — 1986
B.A., Accounting
Ajay Hariharan Ajay Hariharan's Lehman Brothers Experience June 2002 - September 2008
Job Head of Fixed Income Applications at Millennium Partners
Industry Financial Services
Experience
Millennium Partners January 2013 - Present
Millennium Partners October 2009 - December 2012
Barclays Capital October 2008 - September 2009
Lehman Brothers June 2002 - September 2008
Lucent Technologies January 2001 - May 2002
Skills
Derivatives, Electronic Trading, Equities, Hedge Funds, Market Data, Trading, Trading Systems, Credit Derivatives, Equity Derivatives, Fixed Income, Interest Rate..., Options, Prime Brokerage, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
Monmouth University 1997 — 1999
MS, Computer Science
Chaitanya Bharathi Institute Of Technology 1993 — 1997
BE, Computer Science & Engineering
Millennium Partners January 2013 - Present
Millennium Partners October 2009 - December 2012
Barclays Capital October 2008 - September 2009
Lehman Brothers June 2002 - September 2008
Lucent Technologies January 2001 - May 2002
Skills
Derivatives, Electronic Trading, Equities, Hedge Funds, Market Data, Trading, Trading Systems, Credit Derivatives, Equity Derivatives, Fixed Income, Interest Rate..., Options, Prime Brokerage, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
Monmouth University 1997 — 1999
MS, Computer Science
Chaitanya Bharathi Institute Of Technology 1993 — 1997
BE, Computer Science & Engineering
Charlie Carpenter Charlie Carpenter's Lehman Brothers Experience May 1991 - August 1991
Job Vice President @ Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners November 2001 - Present
Universidad Interamericana de Puerto Rico November 2009 - December 2011
Habitat for Humanity of Puerto Rico 1996 - 2009
The Bank & Trust of Puerto Rico March 1993 - November 2001
The Chase Manhattan Bank June 1992 - March 1993
Lehman Brothers May 1991 - August 1991
Deloitte & Touche June 1987 - August 1990
Skills
Fixed Income, Investments, Financial Analysis, Asset Managment, Capital Markets, Portfolio Management, Due Diligence, Banking, Asset Management, Financial Risk, Financial Modeling, Credit, Finance, Risk Management, Strategic Financial..., Accounting, Securities, Valuation, Private Equity, Corporate Finance, Bloomberg, Equities, Alternative Investments, Hedge Funds, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
Michigan State University 1983 — 1987
BA, Accounting
Rochester High School 1980 — 1983
Performance Trust Capital Partners November 2001 - Present
Universidad Interamericana de Puerto Rico November 2009 - December 2011
Habitat for Humanity of Puerto Rico 1996 - 2009
The Bank & Trust of Puerto Rico March 1993 - November 2001
The Chase Manhattan Bank June 1992 - March 1993
Lehman Brothers May 1991 - August 1991
Deloitte & Touche June 1987 - August 1990
Skills
Fixed Income, Investments, Financial Analysis, Asset Managment, Capital Markets, Portfolio Management, Due Diligence, Banking, Asset Management, Financial Risk, Financial Modeling, Credit, Finance, Risk Management, Strategic Financial..., Accounting, Securities, Valuation, Private Equity, Corporate Finance, Bloomberg, Equities, Alternative Investments, Hedge Funds, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
Michigan State University 1983 — 1987
BA, Accounting
Rochester High School 1980 — 1983
Phil Palevo Phil Palevo's Lehman Brothers Experience August 2000 - October 2008
Job Director at Independent IT Consultant/Contractor
Industry Information Technology and Services
Experience
Independant IT services consultant July 2015 - Present
Barclays Capital September 2008 - July 2015
Lehman Brothers August 2000 - October 2008
Deutsche Bank August 1998 - August 2000
Bankers Trust Company April 1985 - August 1998
Manufacturers Hanover Trust June 1980 - April 1985
Skills
Data Center, Vendor Management, Disaster Recovery, Management, IT Strategy, Integration, Business Continuity, Networking, Business Analysis, Risk Management, Network Engineering, Security, Market Data, Hedge Funds, Cisco Technologies, Asset Allocation, Network Security, Trading Systems, Fixed Income, System Deployment, Derivatives, Low Latency, Investment Banking, Telephony, Capital Markets, Equities, Electronic Trading
Education
Devry Technical Institute 1980 — 1982
Associates - Electrical Engineering, Electronics, Deans List
Montclair State University 1974 — 1978
BS, Mathematics, Associate Degree in Computer Science
Independant IT services consultant July 2015 - Present
Barclays Capital September 2008 - July 2015
Lehman Brothers August 2000 - October 2008
Deutsche Bank August 1998 - August 2000
Bankers Trust Company April 1985 - August 1998
Manufacturers Hanover Trust June 1980 - April 1985
Skills
Data Center, Vendor Management, Disaster Recovery, Management, IT Strategy, Integration, Business Continuity, Networking, Business Analysis, Risk Management, Network Engineering, Security, Market Data, Hedge Funds, Cisco Technologies, Asset Allocation, Network Security, Trading Systems, Fixed Income, System Deployment, Derivatives, Low Latency, Investment Banking, Telephony, Capital Markets, Equities, Electronic Trading
Education
Devry Technical Institute 1980 — 1982
Associates - Electrical Engineering, Electronics, Deans List
Montclair State University 1974 — 1978
BS, Mathematics, Associate Degree in Computer Science
Victoria Fisher Victoria Fisher's Lehman Brothers Experience June 2002 - February 2003
Job Capital Markets Attorney, Counsel at Vanguard | Derivatives | Global Funds | Dodd Frank & EMIR | Data Analytics
Industry Legal Services
Experience
The Vanguard Group, Inc on secondment through Axiom December 2009 - Present
Clarisda, Inc. - Risk Management Software for Hedge Funds and Asset Managers May 2008 - September 2013
Wells Fargo Bank on secondment through Axiom June 2008 - January 2010
Bear Stearns February 2003 - November 2007
Lehman Brothers June 2002 - February 2003
Wool International (Australian Federal Govt. Agency) January 1997 - December 1999
King & Wood Mallesons January 1989 - January 1996
Skills
Securities, ISDA, Hedge Funds, Capital Markets, Private Equity, Derivatives, Due Diligence, Structured Finance, Fixed Income, Equities, Alternative Investments, Corporate Governance, Investment Banking, Asset Management, Mergers & Acquisitions, Corporate Law
Education
University of Melbourne 1997 — 1999
MBA
Fastrac
Monash University
BA/LLM, Japanese/law
Sophia University, Japan
LLM, Law
The Vanguard Group, Inc on secondment through Axiom December 2009 - Present
Clarisda, Inc. - Risk Management Software for Hedge Funds and Asset Managers May 2008 - September 2013
Wells Fargo Bank on secondment through Axiom June 2008 - January 2010
Bear Stearns February 2003 - November 2007
Lehman Brothers June 2002 - February 2003
Wool International (Australian Federal Govt. Agency) January 1997 - December 1999
King & Wood Mallesons January 1989 - January 1996
Skills
Securities, ISDA, Hedge Funds, Capital Markets, Private Equity, Derivatives, Due Diligence, Structured Finance, Fixed Income, Equities, Alternative Investments, Corporate Governance, Investment Banking, Asset Management, Mergers & Acquisitions, Corporate Law
Education
University of Melbourne 1997 — 1999
MBA
Fastrac
Monash University
BA/LLM, Japanese/law
Sophia University, Japan
LLM, Law
Bill Stratton Bill Stratton's Lehman Brothers Experience 1997 - 2005
Job Territory Sales Manager TriState Biologics
Industry Medical Devices
Experience
Tri-State Biologics 2013 - 2015
Morgan Stanley 2005 - 2008
Lehman Brothers 1997 - 2005
Skills
Sales, Project Management, Financial Analysis, Portfolio Management, Investments, Customer Service, Finance, Risk Management, Management, Financial Modeling
Education
Montclair State University
BS
Tri-State Biologics 2013 - 2015
Morgan Stanley 2005 - 2008
Lehman Brothers 1997 - 2005
Skills
Sales, Project Management, Financial Analysis, Portfolio Management, Investments, Customer Service, Finance, Risk Management, Management, Financial Modeling
Education
Montclair State University
BS
Brett Shirreffs Brett Shirreffs's Lehman Brothers Experience 2007 - 2008
Job Vice President, Investment Banking
Industry Financial Services
Experience
Keefe, Bruyette & Woods April 2015 - Present
Keefe, Bruyette & Woods February 2013 - April 2015
Keefe, Bruyette & Woods November 2008 - January 2013
Lehman Brothers 2007 - 2008
Skills
Valuation, Financial Modeling
Education
Middlebury College 2003 — 2007
Bachelor of Arts, Economics
Keefe, Bruyette & Woods April 2015 - Present
Keefe, Bruyette & Woods February 2013 - April 2015
Keefe, Bruyette & Woods November 2008 - January 2013
Lehman Brothers 2007 - 2008
Skills
Valuation, Financial Modeling
Education
Middlebury College 2003 — 2007
Bachelor of Arts, Economics
Dwayne Jones Dwayne Jones's Lehman Brothers Experience September 1999 - May 2002
Job Desktop Support Analyst at New York Power Authority
Industry Information Technology and Services
Experience
New York Power Authority April 2011 - Present
Moodys Corporation January 2010 - August 2010
Sidley Austin September 2009 - December 2009
Reed Smith LLP February 2008 - December 2008
New York Power Authority October 2006 - January 2008
Katten Muchin Rosenman LLP January 2004 - October 2006
Greenberg Traurig, LLP September 2003 - October 2003
Willkie Farr & Gallagher LLP May 2003 - August 2003
Buchanan Ingersoll & Rooney PC May 2002 - January 2003
Lehman Brothers September 1999 - May 2002
Skills
Software Implementation, Business Analysis, Blackberry, XP, Blackberry Enterprise..., Active Directory, Windows 7, Citrix, SharePoint, Troubleshooting, Windows, VMware
Education
Monroe College 1991 — 1993
Associates, Computer Science
New York Power Authority April 2011 - Present
Moodys Corporation January 2010 - August 2010
Sidley Austin September 2009 - December 2009
Reed Smith LLP February 2008 - December 2008
New York Power Authority October 2006 - January 2008
Katten Muchin Rosenman LLP January 2004 - October 2006
Greenberg Traurig, LLP September 2003 - October 2003
Willkie Farr & Gallagher LLP May 2003 - August 2003
Buchanan Ingersoll & Rooney PC May 2002 - January 2003
Lehman Brothers September 1999 - May 2002
Skills
Software Implementation, Business Analysis, Blackberry, XP, Blackberry Enterprise..., Active Directory, Windows 7, Citrix, SharePoint, Troubleshooting, Windows, VMware
Education
Monroe College 1991 — 1993
Associates, Computer Science
James W. Merli James W. Merli's Lehman Brothers Experience March 1983 - October 2008
Job Managing Director at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities August 2010 - Present
Barclays Capital October 2008 - August 2010
Lehman Brothers March 1983 - October 2008
Education
Montclair State University 1978 — 1982
BS, Business
Nomura Securities August 2010 - Present
Barclays Capital October 2008 - August 2010
Lehman Brothers March 1983 - October 2008
Education
Montclair State University 1978 — 1982
BS, Business
Peter Hill Peter Hill's Lehman Brothers Experience 1987 - 1989
Job Managing Director Investment Banking
Industry Investment Banking
Experience
Mufson Howe Hunter & Company 2010 - Present
Stifel Nicolaus Investment Banking 1993 - 2010
Legg Mason Investment Banking 1993 - 2005
Barclays Investment Bank 1989 - 1993
Lehman Brothers 1987 - 1989
Skills
Valuation, Mergers, Investment Banking, Real Estate, Estate Planning, Due Diligence, Private Equity, Corporate Finance, Start-ups, Mergers & Acquisitions, Capital Markets, Financial Analysis, Private Placements, Investments, M&A experience, Portfolio Management, Restructuring, Banking, Capital Raising
Education
Middlebury College 1984 — 1987
BA, English Literature
Eton College
New York University, Stern School of Business
Mufson Howe Hunter & Company 2010 - Present
Stifel Nicolaus Investment Banking 1993 - 2010
Legg Mason Investment Banking 1993 - 2005
Barclays Investment Bank 1989 - 1993
Lehman Brothers 1987 - 1989
Skills
Valuation, Mergers, Investment Banking, Real Estate, Estate Planning, Due Diligence, Private Equity, Corporate Finance, Start-ups, Mergers & Acquisitions, Capital Markets, Financial Analysis, Private Placements, Investments, M&A experience, Portfolio Management, Restructuring, Banking, Capital Raising
Education
Middlebury College 1984 — 1987
BA, English Literature
Eton College
New York University, Stern School of Business
Jessica Harris-Cofresi Jessica Harris-Cofresi's Lehman Brothers Experience June 2008 - November 2008
Job Manager of Human Resources Operations
Industry Human Resources
Experience
Apollo Global Management LLC April 2012 - Present
MF Global December 2009 - April 2012
Ford Foundation August 2009 - November 2009
Barclays Capital December 2008 - July 2009
Lehman Brothers June 2008 - November 2008
Lehman Brothers June 2006 - May 2008
Societe Generale August 2001 - June 2006
Skills
PeopleSoft, Deferred Compensation, Recruiting, Performance Management, HRIS, Analysis, Onboarding, Finance, Interviews, Management, Financial Reporting, Personnel Management, Forecasting, Business Strategy, Vendor Management, Process Improvement, Strategic Planning, Budgets, Leadership, Analytics, Change Management
Education
Montclair State University
MA, Industrial/Organizational Psychology
University of Delaware 1992 — 1996
BA, Psychology
Apollo Global Management LLC April 2012 - Present
MF Global December 2009 - April 2012
Ford Foundation August 2009 - November 2009
Barclays Capital December 2008 - July 2009
Lehman Brothers June 2008 - November 2008
Lehman Brothers June 2006 - May 2008
Societe Generale August 2001 - June 2006
Skills
PeopleSoft, Deferred Compensation, Recruiting, Performance Management, HRIS, Analysis, Onboarding, Finance, Interviews, Management, Financial Reporting, Personnel Management, Forecasting, Business Strategy, Vendor Management, Process Improvement, Strategic Planning, Budgets, Leadership, Analytics, Change Management
Education
Montclair State University
MA, Industrial/Organizational Psychology
University of Delaware 1992 — 1996
BA, Psychology
Scott Neer, CFA smneer89@yahoo.com's Lehman Brothers Experience 1997 - 1999
Job Vice President of Product Control at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland August 2009 - Present
UBS Investment Bank March 2002 - November 2008
Merrill Lynch 2000 - 2002
Barclays Capital 1999 - 2000
Lehman Brothers 1997 - 1999
Prudential Financial 1995 - 1997
First Fidelity Bank 1993 - 1995
Skills
Derivatives, Capital Markets, FX Options
Education
Montclair State University 1989 — 1993
Finance/Business Administration, Finance/Business Administration
Royal Bank of Scotland August 2009 - Present
UBS Investment Bank March 2002 - November 2008
Merrill Lynch 2000 - 2002
Barclays Capital 1999 - 2000
Lehman Brothers 1997 - 1999
Prudential Financial 1995 - 1997
First Fidelity Bank 1993 - 1995
Skills
Derivatives, Capital Markets, FX Options
Education
Montclair State University 1989 — 1993
Finance/Business Administration, Finance/Business Administration
Tony Manners Tony Manners's Lehman Brothers Experience 2001 - 2002
Job State Tax Director, Koch Companies Services
Industry Accounting
Experience
Koch Industries August 2011 - Present
Georgia Pacific July 2008 - August 2011
Deloitte Tax LLP 1997 - July 2008
Lehman Brothers 2001 - 2002
Prudential 1986 - 1996
Skills
Mergers & Acquisitions, Leadership, Tax Research, Project Planning, Tax, Corporate Tax, Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act, Tax Accounting, Big 4, Internal Controls, Auditing, Income Tax, Nonprofits, Finance, GAAP, International Tax, State Tax, US GAAP
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Monmouth University
Masters of Business Administration, Accounting
Koch Industries August 2011 - Present
Georgia Pacific July 2008 - August 2011
Deloitte Tax LLP 1997 - July 2008
Lehman Brothers 2001 - 2002
Prudential 1986 - 1996
Skills
Mergers & Acquisitions, Leadership, Tax Research, Project Planning, Tax, Corporate Tax, Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act, Tax Accounting, Big 4, Internal Controls, Auditing, Income Tax, Nonprofits, Finance, GAAP, International Tax, State Tax, US GAAP
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Monmouth University
Masters of Business Administration, Accounting
Thomas Harris Thomas Harris's Lehman Brothers Experience May 2004 - June 2007
Job Asset Manager
Industry Real Estate
Experience
MWest Properties Sr Associate, Asset ManagementJamestownJune 2013 - June 2015
UBS Global Asset Management June 2011 - June 2013
LNR Partners, LLC July 2010 - April 2011
UrbanMeritage August 2009 - March 2011
Vermont Telephone Company February 2010 - March 2010
Boston Properties June 2008 - September 2008
Lightfoot Capital June 2007 - August 2007
Lehman Brothers May 2004 - June 2007
State Street September 2003 - April 2004
EF Education November 2002 - July 2003
Skills
Asset Management, Financial Modeling, Valuation, Real Estate Finance, Cash Flow, Due Diligence, Financial Analysis, Real Estate Economics, Real Estate
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
Middlebury College 1998 — 2002
BA, Economics
UCL 2001 — 2001
MWest Properties Sr Associate, Asset ManagementJamestownJune 2013 - June 2015
UBS Global Asset Management June 2011 - June 2013
LNR Partners, LLC July 2010 - April 2011
UrbanMeritage August 2009 - March 2011
Vermont Telephone Company February 2010 - March 2010
Boston Properties June 2008 - September 2008
Lightfoot Capital June 2007 - August 2007
Lehman Brothers May 2004 - June 2007
State Street September 2003 - April 2004
EF Education November 2002 - July 2003
Skills
Asset Management, Financial Modeling, Valuation, Real Estate Finance, Cash Flow, Due Diligence, Financial Analysis, Real Estate Economics, Real Estate
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
Middlebury College 1998 — 2002
BA, Economics
UCL 2001 — 2001
Cully Cavness Cully Cavness's Lehman Brothers Experience January 2008 - February 2008
Job CFO at Sword & Plough
Industry Oil & Energy
Experience
Sword & Plough January 2012 - Present
Recurrent Engineering June 2010 - June 2013
Thomas J. Watson Foundation March 2010 - July 2011
The Death Race For Life Project March 2010 - June 2010
Teach For America May 2009 - July 2009
Middlebury College September 2008 - May 2009
Middlebury College Student Investment Committee February 2006 - May 2009
Pioneer Natural Resources July 2008 - August 2008
Lehman Brothers January 2008 - February 2008
National Science Foundation June 2007 - August 2007
Skills
Geothermal, Waste Heat Recovery, Geology, Financial Modeling, Project Management, ArcGIS, Spanish, Power Plant Development, Power Generation, Sustainability, Chinese, Power Plants, GIS, Energy, Analysis, Entrepreneurship, Business Development, Leadership, Proposal Writing, Research, Project Planning, Fundraising, Public Speaking, Solar Energy, Management, Strategic Partnerships, Marketing Strategy
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (MBA)
Middlebury College 2006 — 2010
BA, Geology
University of Otago 2008 — 2008
Study Abroad, Geology and other
Kent Denver High School 2001 — 2005
Sword & Plough January 2012 - Present
Recurrent Engineering June 2010 - June 2013
Thomas J. Watson Foundation March 2010 - July 2011
The Death Race For Life Project March 2010 - June 2010
Teach For America May 2009 - July 2009
Middlebury College September 2008 - May 2009
Middlebury College Student Investment Committee February 2006 - May 2009
Pioneer Natural Resources July 2008 - August 2008
Lehman Brothers January 2008 - February 2008
National Science Foundation June 2007 - August 2007
Skills
Geothermal, Waste Heat Recovery, Geology, Financial Modeling, Project Management, ArcGIS, Spanish, Power Plant Development, Power Generation, Sustainability, Chinese, Power Plants, GIS, Energy, Analysis, Entrepreneurship, Business Development, Leadership, Proposal Writing, Research, Project Planning, Fundraising, Public Speaking, Solar Energy, Management, Strategic Partnerships, Marketing Strategy
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (MBA)
Middlebury College 2006 — 2010
BA, Geology
University of Otago 2008 — 2008
Study Abroad, Geology and other
Kent Denver High School 2001 — 2005
Jillian Tuosto's Lehman Brothers Experience June 2008 - August 2008
Job Analyst
Industry Financial Services
Experience
Ray Catena Audi of Freehold July 2015 - Present
Barclays July 2009 - September 2012
Lehman Brothers June 2008 - August 2008
Skills
Finance, Corporate Finance, Financial Reporting, Real Estate, Financial Services, Financial Analysis, Financial Modeling, Management
Education
Monmouth University 2005 — 2009
Bachelor Science, Business Management
Ray Catena Audi of Freehold July 2015 - Present
Barclays July 2009 - September 2012
Lehman Brothers June 2008 - August 2008
Skills
Finance, Corporate Finance, Financial Reporting, Real Estate, Financial Services, Financial Analysis, Financial Modeling, Management
Education
Monmouth University 2005 — 2009
Bachelor Science, Business Management
Jose M Rivera Jose M Rivera's Lehman Brothers Experience October 2004 - March 2008
Job Integral Derivatives, LLC
Industry Financial Services
Experience
Integral Derivatives, LLC March 2015 - Present
The Gaussian Group, LLC July 2008 - February 2015
Lehman Brothers October 2004 - March 2008
Watcher Technologies/Datek Online Holdings September 1999 - December 2003
Reuters June 1996 - June 1999
AT&T Bell Labs 1994 - 1996
Skills
Data Center, Market Data, Disaster Recovery, Solaris, Unix, Electronic Trading, Trading Systems, Infrastructure, Integration, Low Latency, Exchange Connectivity, Routing Protocols (BGP,..., Raw Exchange Market..., Project Management, Servers, System Administration, Storage, Firewalls, Networking, TCP/IP, WAN, Linux, High Availability, Unix Shell Scripting, Enterprise Architecture, IT Strategy, Information Security, High Performance..., Proprietary Trading, Solution Architecture, Performance Tuning, SQL, SDLC, C, Perl, High Frequency Trading, Co-location, IP Multicast, Vendor Management, Management, FIX
Education
Monroe College 1992 — 1994
Associate's degree, Computer Science, 4.0
Integral Derivatives, LLC March 2015 - Present
The Gaussian Group, LLC July 2008 - February 2015
Lehman Brothers October 2004 - March 2008
Watcher Technologies/Datek Online Holdings September 1999 - December 2003
Reuters June 1996 - June 1999
AT&T Bell Labs 1994 - 1996
Skills
Data Center, Market Data, Disaster Recovery, Solaris, Unix, Electronic Trading, Trading Systems, Infrastructure, Integration, Low Latency, Exchange Connectivity, Routing Protocols (BGP,..., Raw Exchange Market..., Project Management, Servers, System Administration, Storage, Firewalls, Networking, TCP/IP, WAN, Linux, High Availability, Unix Shell Scripting, Enterprise Architecture, IT Strategy, Information Security, High Performance..., Proprietary Trading, Solution Architecture, Performance Tuning, SQL, SDLC, C, Perl, High Frequency Trading, Co-location, IP Multicast, Vendor Management, Management, FIX
Education
Monroe College 1992 — 1994
Associate's degree, Computer Science, 4.0
Manju Puri, MBA's Lehman Brothers Experience February 2007 - May 2008
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2013 - Present
JPMorgan Chase April 2012 - May 2013
Morgan Stanley September 2010 - February 2012
AT&T October 2008 - September 2010
Lehman Brothers February 2007 - May 2008
Morgan Stanley March 2006 - November 2006
Bear Stearns March 2005 - March 2006
AT&T June 1995 - February 2004
Education
Monmouth University
MBA, Finance
NJIT
MS, Computer Science
JPMorgan Chase May 2013 - Present
JPMorgan Chase April 2012 - May 2013
Morgan Stanley September 2010 - February 2012
AT&T October 2008 - September 2010
Lehman Brothers February 2007 - May 2008
Morgan Stanley March 2006 - November 2006
Bear Stearns March 2005 - March 2006
AT&T June 1995 - February 2004
Education
Monmouth University
MBA, Finance
NJIT
MS, Computer Science
Jessica Singleton Jessica Singleton's Lehman Brothers Experience June 2007 - June 2007
Job Chief Digital Officer, City of New York
Industry Public Policy
Experience
City of New York May 2015 - Present
City of New York January 2014 - April 2015
New Yorkers for Bill de Blasio February 2013 - December 2013
Obama for America January 2012 - November 2012
Human Rights Campaign May 2010 - December 2011
NDN May 2009 - May 2010
Roosevelt Institution 2004 - 2008
Lehman Brothers June 2007 - June 2007
Skills
Conversational French, Conversational Spanish, Wolof, Basic HTML, Digital Photography, Adobe Creative Suite
Education
Middlebury College 2004 — 2008
BA, Political Science
Center for International Education Exchange 2006 — 2007
n/a, Senegalese Society and Culture; Wolof
City of New York May 2015 - Present
City of New York January 2014 - April 2015
New Yorkers for Bill de Blasio February 2013 - December 2013
Obama for America January 2012 - November 2012
Human Rights Campaign May 2010 - December 2011
NDN May 2009 - May 2010
Roosevelt Institution 2004 - 2008
Lehman Brothers June 2007 - June 2007
Skills
Conversational French, Conversational Spanish, Wolof, Basic HTML, Digital Photography, Adobe Creative Suite
Education
Middlebury College 2004 — 2008
BA, Political Science
Center for International Education Exchange 2006 — 2007
n/a, Senegalese Society and Culture; Wolof
Angel I Rivera Angel I Rivera's Lehman Brothers Experience 1990 - 1994
Job
Industry Automotive
Experience
NBTY Inc. February 2015 - Present
Estee Lauder July 2007 - September 2014
Sourcewave, Inc/Estee Lauder October 2003 - July 2007
Credit Suisse First Boston June 2001 - October 2003
Salomon Smith Barney March 1999 - October 2000
Credit Suisse First Boston May 1998 - January 1999
Bear Stearns October 1997 - May 1998
Time Warner Cable April 1995 - August 1996
Bankers Trust July 1994 - April 1995
Lehman Brothers 1990 - 1994
Skills
Servers, Technical Support, Troubleshooting, Microsoft Exchange, DHCP, Active Directory, Network Administration, System Deployment, HP, System Administration, Help Desk Support, Software Installation, Networking, Hardware, Project Management, BMC Remedy, ITIL, Laptops, Lotus Notes, Disaster Recovery, Blackberry Enterprise..., XP, Service Desk, Windows XP, AS400 Administration
Education
Monroe College 1981 — 1983
Associate, Computer Science
Central Commercial 1973 — 1975
NBTY Inc. February 2015 - Present
Estee Lauder July 2007 - September 2014
Sourcewave, Inc/Estee Lauder October 2003 - July 2007
Credit Suisse First Boston June 2001 - October 2003
Salomon Smith Barney March 1999 - October 2000
Credit Suisse First Boston May 1998 - January 1999
Bear Stearns October 1997 - May 1998
Time Warner Cable April 1995 - August 1996
Bankers Trust July 1994 - April 1995
Lehman Brothers 1990 - 1994
Skills
Servers, Technical Support, Troubleshooting, Microsoft Exchange, DHCP, Active Directory, Network Administration, System Deployment, HP, System Administration, Help Desk Support, Software Installation, Networking, Hardware, Project Management, BMC Remedy, ITIL, Laptops, Lotus Notes, Disaster Recovery, Blackberry Enterprise..., XP, Service Desk, Windows XP, AS400 Administration
Education
Monroe College 1981 — 1983
Associate, Computer Science
Central Commercial 1973 — 1975
Julie Kolesar Erikson's Lehman Brothers Experience 2001 - 2003
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Morgan Stanley Smith Barney October 2005 - May 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Lehman Brothers 2001 - 2003
Morgan Stanley 1997 - 2001
Skills
Series 7, FINRA, Series 63, Securities, Retirement, Investments, Sales, Strategic Financial..., Uniform Combined State..., Mutual Funds, Event Planning, Marketing, Customer Service
Education
Michigan State University 1991 — 1995
BA, Marketing
St. Joseph High School 1987 — 1991
Edward Jones April 2011 - Present
Morgan Stanley Smith Barney October 2005 - May 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Lehman Brothers 2001 - 2003
Morgan Stanley 1997 - 2001
Skills
Series 7, FINRA, Series 63, Securities, Retirement, Investments, Sales, Strategic Financial..., Uniform Combined State..., Mutual Funds, Event Planning, Marketing, Customer Service
Education
Michigan State University 1991 — 1995
BA, Marketing
St. Joseph High School 1987 — 1991
Guy G. Clemente Guy G. Clemente's Lehman Brothers Experience July 1984 - July 1993
Job Managing Director / Institutional Sales / Andrew Garrett, Inc.
Industry Financial Services
Experience
Andrew Garrett, Inc. February 2007 - Present
S.W. Bach & Company February 2003 - 2007
The Thornwater Company, L.P. May 1999 - February 2003
M.S. Farrell & Company July 1997 - May 1999
Sands Brothers December 1996 - June 1997
The J.B. Sutton Group, Inc. January 1996 - November 1996
Commonwealth Associates June 1995 - December 1995
Salomon Smith Barney July 1993 - May 1995
Lehman Brothers July 1984 - July 1993
Rauscher Pierce Refsnes, Inc. January 1984 - July 1984
Skills
Investment Banking, IPO, Venture Capital, Corporate Finance, Equities, Private Equity, SEC Rule 144, Private Placements, Asset Management, Financial Modeling, Investments, Mutual Funds, Corporate Development, Valuation, Due Diligence, Investor Relations, Portfolio Management, Alternative Investments, Equity Research, Securities, Mergers & Acquisitions, Syndicate, Capital Markets, Hedge Funds, Financial Structuring
Education
Missouri State University 1977 — 1981
BS, Business / Economics
Andrew Garrett, Inc. February 2007 - Present
S.W. Bach & Company February 2003 - 2007
The Thornwater Company, L.P. May 1999 - February 2003
M.S. Farrell & Company July 1997 - May 1999
Sands Brothers December 1996 - June 1997
The J.B. Sutton Group, Inc. January 1996 - November 1996
Commonwealth Associates June 1995 - December 1995
Salomon Smith Barney July 1993 - May 1995
Lehman Brothers July 1984 - July 1993
Rauscher Pierce Refsnes, Inc. January 1984 - July 1984
Skills
Investment Banking, IPO, Venture Capital, Corporate Finance, Equities, Private Equity, SEC Rule 144, Private Placements, Asset Management, Financial Modeling, Investments, Mutual Funds, Corporate Development, Valuation, Due Diligence, Investor Relations, Portfolio Management, Alternative Investments, Equity Research, Securities, Mergers & Acquisitions, Syndicate, Capital Markets, Hedge Funds, Financial Structuring
Education
Missouri State University 1977 — 1981
BS, Business / Economics
Kirsten Morbeck Kirsten Morbeck's Lehman Brothers Experience 1994 - 1996
Job
Industry Venture Capital & Private Equity
Experience
Warm Springs Partners 2006 - Present
Wireless Matrix January 2009 - February 2013
Archon Capital April 2009 - May 2011
Finsphere January 2007 - August 2008
Microsoft 2003 - 2005
Mohr, Davidow Ventures 2001 - 2003
Fluke Venture Partners 1999 - 2001
Kirlan Venture Partners 1997 - 1999
Lehman Brothers 1994 - 1996
Skills
Management, Venture Capital, Strategic Partnerships, Start-ups, Mobile Marketing, Entrepreneurship, Mobile Applications, Product Management, Marketing Automation, Mobile Devices, SaaS, Strategy, Business Strategy, Strategic Planning, Enterprise Software, Business Development, Leadership
Education
Middlebury College 1990 — 1994
Economics, Applied Mathematics in Sciences
Lakeside School
Warm Springs Partners 2006 - Present
Wireless Matrix January 2009 - February 2013
Archon Capital April 2009 - May 2011
Finsphere January 2007 - August 2008
Microsoft 2003 - 2005
Mohr, Davidow Ventures 2001 - 2003
Fluke Venture Partners 1999 - 2001
Kirlan Venture Partners 1997 - 1999
Lehman Brothers 1994 - 1996
Skills
Management, Venture Capital, Strategic Partnerships, Start-ups, Mobile Marketing, Entrepreneurship, Mobile Applications, Product Management, Marketing Automation, Mobile Devices, SaaS, Strategy, Business Strategy, Strategic Planning, Enterprise Software, Business Development, Leadership
Education
Middlebury College 1990 — 1994
Economics, Applied Mathematics in Sciences
Lakeside School
Tom Wilcock Tom Wilcock's Lehman Brothers Experience April 1997 - December 1999
Job Managing Director at ICBC Standard Bank Plc
Industry Financial Services
Experience
ICBC Standard Bank Plc December 2005 - Present
Wachovia Securities April 2003 - October 2005
Prudential Securities December 1999 - April 2003
Lehman Brothers April 1997 - December 1999
Morgan Stanley June 1986 - April 1997
LaBranche & Co. October 1982 - August 1985
Skills
Finance, Business Strategy, Banking, Fixed Income, Emerging Markets, Management, Hedge Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Miami University 1978 — 1982
Bachelor's degree, Industrial Engineering
ICBC Standard Bank Plc December 2005 - Present
Wachovia Securities April 2003 - October 2005
Prudential Securities December 1999 - April 2003
Lehman Brothers April 1997 - December 1999
Morgan Stanley June 1986 - April 1997
LaBranche & Co. October 1982 - August 1985
Skills
Finance, Business Strategy, Banking, Fixed Income, Emerging Markets, Management, Hedge Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Miami University 1978 — 1982
Bachelor's degree, Industrial Engineering
Bill Papp Bill Papp's Lehman Brothers Experience November 1994 - November 1998
Job Senior Vice President at MicroVentures
Industry Investment Management
Experience
MicroVentures April 2015 - Present
Massachusetts Educational Financing Authority - MEFA January 2004 - June 2015
Casoro Capital December 2014 - April 2015
Beachhead Capital Management, LLC April 2014 - August 2014
Mizuho Securities USA Inc. August 2011 - September 2013
The Commonwealth of Massachusetts 1995 - January 2012
Pacific Crest Securities March 2005 - March 2011
Prudential Securities November 1998 - January 2005
Lehman Brothers November 1994 - November 1998
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Capital Markets, Finance, Portfolio Management, Investments, Business Development, Trading, Investment Banking, Private Equity, Relationship Management, Asset Allocation, Mutual Funds, Product Development, Equity Trading, Global Capital Markets, Tactical Asset..., Private Placements, Consultant Relations, Taft-Hartley, 529 Plans, Public Funds, Fixed Income, Commercial Real Estate, Equity Crowd Funding, Venture Capital, Early-stage Startups, Private Secondaries
Education
Tufts University - The Fletcher School of Law and Diplomacy 2003 — 2004
GMAP, International Affairs - Foreign Language Requirement - Spanish Oral/Written
Michigan State University 1983 — 1987
BA, Finance
CAIA - Alternative Investment - Candidate 2015
Series 7, 63, 9 & 10
MicroVentures April 2015 - Present
Massachusetts Educational Financing Authority - MEFA January 2004 - June 2015
Casoro Capital December 2014 - April 2015
Beachhead Capital Management, LLC April 2014 - August 2014
Mizuho Securities USA Inc. August 2011 - September 2013
The Commonwealth of Massachusetts 1995 - January 2012
Pacific Crest Securities March 2005 - March 2011
Prudential Securities November 1998 - January 2005
Lehman Brothers November 1994 - November 1998
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Capital Markets, Finance, Portfolio Management, Investments, Business Development, Trading, Investment Banking, Private Equity, Relationship Management, Asset Allocation, Mutual Funds, Product Development, Equity Trading, Global Capital Markets, Tactical Asset..., Private Placements, Consultant Relations, Taft-Hartley, 529 Plans, Public Funds, Fixed Income, Commercial Real Estate, Equity Crowd Funding, Venture Capital, Early-stage Startups, Private Secondaries
Education
Tufts University - The Fletcher School of Law and Diplomacy 2003 — 2004
GMAP, International Affairs - Foreign Language Requirement - Spanish Oral/Written
Michigan State University 1983 — 1987
BA, Finance
CAIA - Alternative Investment - Candidate 2015
Series 7, 63, 9 & 10
Mike Smerklo Mike Smerklo's Lehman Brothers Experience April 1994 - 1998
Job Investor, Strategist and Entrepreneur. @mikesmerklo
Industry Information Technology and Services
Experience
True North Ventures LLC June 2005 - Present
www.mikesmerklo.com March 2015 - Present
SPS Commerce January 2014 - Present
ServiceSource January 2008 - May 2015
ServiceSource January 2003 - August 2014
Service Executive Industry Board November 2009 - July 2013
Opsware January 2000 - 2002
Morgan Stanley 1998 - 2000
Lehman Brothers April 1994 - 1998
Ernst & Young September 1991 - March 1994
Skills
SaaS, Enterprise Software, Cloud Computing, Leadership, Management, Entrepreneurship, Managed Services, Customer Satisfaction, Customer Retention, Public Speaking, Strategic Partnerships, Solution Selling, Salesforce.com, Start-ups, Account Management, Analytics, Business Alliances, Business Development, Business Strategy, CRM, Channel Partners, Customer Acquisition, Customer Service, Demand Generation, Financial Services, Management Consulting, New Venture Development, Outsourcing, Performance Management, Product Marketing, Sales, Sales Operations, Service Contract Sales, Service Delivery, Strategic Planning, Strategy, Venture Capital
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA, Marketing, Organizational Development, Graduated with Distinction
Miami University 1987 — 1991
BS, Business
True North Ventures LLC June 2005 - Present
www.mikesmerklo.com March 2015 - Present
SPS Commerce January 2014 - Present
ServiceSource January 2008 - May 2015
ServiceSource January 2003 - August 2014
Service Executive Industry Board November 2009 - July 2013
Opsware January 2000 - 2002
Morgan Stanley 1998 - 2000
Lehman Brothers April 1994 - 1998
Ernst & Young September 1991 - March 1994
Skills
SaaS, Enterprise Software, Cloud Computing, Leadership, Management, Entrepreneurship, Managed Services, Customer Satisfaction, Customer Retention, Public Speaking, Strategic Partnerships, Solution Selling, Salesforce.com, Start-ups, Account Management, Analytics, Business Alliances, Business Development, Business Strategy, CRM, Channel Partners, Customer Acquisition, Customer Service, Demand Generation, Financial Services, Management Consulting, New Venture Development, Outsourcing, Performance Management, Product Marketing, Sales, Sales Operations, Service Contract Sales, Service Delivery, Strategic Planning, Strategy, Venture Capital
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA, Marketing, Organizational Development, Graduated with Distinction
Miami University 1987 — 1991
BS, Business
Zach Taylor's Lehman Brothers Experience July 2008 - August 2008
Job Product Manager at Looker
Industry Internet
Experience
Looker January 2015 - Present
Looker April 2014 - January 2015
Seven Albums LLC (sevenalbums.com) June 2013 - March 2014
Computer Programming and Entrepreneurship October 2012 - May 2013
General Assemb.ly July 2012 - September 2012
Barclays Capital (Asia Pacific) July 2011 - February 2012
Barclays Capital July 2009 - July 2011
Lehman Brothers July 2008 - August 2008
Accenture September 2004 - December 2004
Skills
Business Intelligence, Data Analytics, SQL, Web Development, JavaScript, Node.js, HTML/CSS, Ruby on Rails, Investment Banking, Financial Modeling, Valuation, Venture Capital, Mandarin, Mergers & Acquisitions
Education
Middlebury College 2005 — 2009
Bachelor of Arts (BA), Economics
Zhejiang University of Technology 2007 — 2007
Chinese Language, 4.00 GPA
Buckingham Browne & Nichols
Looker January 2015 - Present
Looker April 2014 - January 2015
Seven Albums LLC (sevenalbums.com) June 2013 - March 2014
Computer Programming and Entrepreneurship October 2012 - May 2013
General Assemb.ly July 2012 - September 2012
Barclays Capital (Asia Pacific) July 2011 - February 2012
Barclays Capital July 2009 - July 2011
Lehman Brothers July 2008 - August 2008
Accenture September 2004 - December 2004
Skills
Business Intelligence, Data Analytics, SQL, Web Development, JavaScript, Node.js, HTML/CSS, Ruby on Rails, Investment Banking, Financial Modeling, Valuation, Venture Capital, Mandarin, Mergers & Acquisitions
Education
Middlebury College 2005 — 2009
Bachelor of Arts (BA), Economics
Zhejiang University of Technology 2007 — 2007
Chinese Language, 4.00 GPA
Buckingham Browne & Nichols
Joseph Goldstein Joseph Goldstein's Lehman Brothers Experience November 2007 - September 2010
Job Commodities Sales Middle Office
Industry Oil & Energy
Experience
Natixis CIB Americas September 2014 - June 2015
JP Morgan October 2010 - August 2014
Lehman Brothers Holdings Inc. September 2008 - September 2010
Lehman Brothers November 2007 - September 2010
Skills
Derivatives, Fixed Income, Middle Office, Capital Markets, Commodity, Risk Management, Oil/Gas, VPP, Swaps, Options, Portfolio Management, Finance
Education
Monmouth University 2003 — 2007
Bachelor's degree, Finance, General
Natixis CIB Americas September 2014 - June 2015
JP Morgan October 2010 - August 2014
Lehman Brothers Holdings Inc. September 2008 - September 2010
Lehman Brothers November 2007 - September 2010
Skills
Derivatives, Fixed Income, Middle Office, Capital Markets, Commodity, Risk Management, Oil/Gas, VPP, Swaps, Options, Portfolio Management, Finance
Education
Monmouth University 2003 — 2007
Bachelor's degree, Finance, General
Matthew Ferrer Matthew Ferrer's Lehman Brothers Experience July 2008 - September 2008
Job Business Development at johnnieO
Industry Consumer Goods
Experience
adidas June 2014 - August 2014
Foxrock Partners October 2011 - May 2013
Barclays Capital June 2009 - June 2011
Lehman Brothers July 2008 - September 2008
Flixx55.com September 2007 - May 2008
Skills
Marketing, Marketing Strategy, Sales, Teamwork, Relationship Management, Business Development, Management, Analysis, Product Development, Sponsorship
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2005 — 2009
B.A., Political Science, Economics
adidas June 2014 - August 2014
Foxrock Partners October 2011 - May 2013
Barclays Capital June 2009 - June 2011
Lehman Brothers July 2008 - September 2008
Flixx55.com September 2007 - May 2008
Skills
Marketing, Marketing Strategy, Sales, Teamwork, Relationship Management, Business Development, Management, Analysis, Product Development, Sponsorship
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2005 — 2009
B.A., Political Science, Economics
Yana Roy's Lehman Brothers Experience February 2007 - February 2009
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Engility Corporation January 2015 - Present
iCIMS April 2012 - November 2013
Defined Logic December 2009 - January 2012
Lehman Brothers February 2007 - February 2009
Lehman Brothers February 2008 - September 2008
Campbell Lutyens May 2006 - January 2007
Skills
Vendor Management, Product Management, Strategic Planning, Business Analysis, Project Management, Management, Budgets, Integration, Strategy, Marketing, E-commerce, Mergers & Acquisitions, SaaS
Education
Monmouth University 2001 — 2005
Bachelor of Arts, Communication, minor in Finance
Engility Corporation January 2015 - Present
iCIMS April 2012 - November 2013
Defined Logic December 2009 - January 2012
Lehman Brothers February 2007 - February 2009
Lehman Brothers February 2008 - September 2008
Campbell Lutyens May 2006 - January 2007
Skills
Vendor Management, Product Management, Strategic Planning, Business Analysis, Project Management, Management, Budgets, Integration, Strategy, Marketing, E-commerce, Mergers & Acquisitions, SaaS
Education
Monmouth University 2001 — 2005
Bachelor of Arts, Communication, minor in Finance
Catherine Hacker Catherine Hacker's Lehman Brothers Experience March 2008 - September 2008
Job Assistant Vice President, Strategic Client Development
Industry Financial Services
Experience
Barclays Wealth and Investment Management December 2014 - Present
Barclays Wealth and Investment Management July 2013 - December 2014
Barclays July 2012 - July 2013
Barclays September 2008 - June 2012
Lehman Brothers March 2008 - September 2008
Floyd Hall Arena February 2007 - March 2008
Floyd Hall Arena October 2000 - March 2008
Skills
Program Management, Vendor Management, SharePoint, Project Management, Microsoft Excel, Business Analysis, Training, Facilities Management, Administrative..., Executive Office..., Management, Time Management, PowerPoint, Budgets, Leadership, Risk Management, Visio, Customer Service, Administrative..., Asset Management, Microsoft Office
Education
Montclair State University 2003 — 2007
Bachelor of Arts (B.A.), Theatre Studies
Bloomfield High School
Barclays Wealth and Investment Management December 2014 - Present
Barclays Wealth and Investment Management July 2013 - December 2014
Barclays July 2012 - July 2013
Barclays September 2008 - June 2012
Lehman Brothers March 2008 - September 2008
Floyd Hall Arena February 2007 - March 2008
Floyd Hall Arena October 2000 - March 2008
Skills
Program Management, Vendor Management, SharePoint, Project Management, Microsoft Excel, Business Analysis, Training, Facilities Management, Administrative..., Executive Office..., Management, Time Management, PowerPoint, Budgets, Leadership, Risk Management, Visio, Customer Service, Administrative..., Asset Management, Microsoft Office
Education
Montclair State University 2003 — 2007
Bachelor of Arts (B.A.), Theatre Studies
Bloomfield High School
Athenia Rodney Athenia Rodney's Lehman Brothers Experience June 2003 - August 2003
Job at Umoja Events Planning Company
Industry Human Resources
Experience
Umoja Event Planning Company March 1990 - Present
Brooklyn Crossroads Supper Club April 2009 - April 2010
The HOPE Program August 2008 - October 2009
Cypress Hills Local Development Corp. March 2007 - August 2008
Kaplan Inc June 2004 - March 2007
Lehman Brothers June 2003 - August 2003
Brooklyn Chamber of Commerce June 2002 - August 2002
Skills
Coaching, Public Speaking, Mentoring, Fundraising, Customer Service, Entrepreneur, Balloon Artist, Balloons, Decoration, Balloon decorator, Program Development
Education
Middlebury College 2000 — 2004
Bachelor of Arts, Major; Psychology
Science Skills Center 1996 — 2000
HS Diploma, Math, Computer & Science
Umoja Event Planning Company March 1990 - Present
Brooklyn Crossroads Supper Club April 2009 - April 2010
The HOPE Program August 2008 - October 2009
Cypress Hills Local Development Corp. March 2007 - August 2008
Kaplan Inc June 2004 - March 2007
Lehman Brothers June 2003 - August 2003
Brooklyn Chamber of Commerce June 2002 - August 2002
Skills
Coaching, Public Speaking, Mentoring, Fundraising, Customer Service, Entrepreneur, Balloon Artist, Balloons, Decoration, Balloon decorator, Program Development
Education
Middlebury College 2000 — 2004
Bachelor of Arts, Major; Psychology
Science Skills Center 1996 — 2000
HS Diploma, Math, Computer & Science
Sandy Schmidt Sandy Schmidt's Lehman Brothers Experience October 2006 - October 2008
Job Senior Event Planner, Bloomberg LP
Industry Financial Services
Experience
Bloomberg April 2010 - Present
Barclays Capital October 2008 - July 2009
Lehman Brothers October 2006 - October 2008
Octagon June 2004 - October 2006
Skills
Event Management, Leadership, Corporate Events, Marketing, Sponsorship, Marketing Strategy, Management, Sales, Marketing Communications, Program Management, Recruiting, Social Media Marketing, Social Media, Strategy
Education
Middlebury College 2000 — 2004
BA, Economics; Studio Art
Staples High School 1996 — 2000
High School
Bloomberg April 2010 - Present
Barclays Capital October 2008 - July 2009
Lehman Brothers October 2006 - October 2008
Octagon June 2004 - October 2006
Skills
Event Management, Leadership, Corporate Events, Marketing, Sponsorship, Marketing Strategy, Management, Sales, Marketing Communications, Program Management, Recruiting, Social Media Marketing, Social Media, Strategy
Education
Middlebury College 2000 — 2004
BA, Economics; Studio Art
Staples High School 1996 — 2000
High School
Jhan Snyder Jhan Snyder's Lehman Brothers Experience 1999 - 2001
Job Founder/Producer at EVENT
Industry Events Services
Experience
EVENT 1995 - Present
Joseph Freed and Associates 2005 - 2009
Lehman Brothers 1999 - 2001
Centennial Celebration Consultants 1990 - 1995
Calet, Hirsch & Spector / Ross Roy Advertising 1984 - 1989
Education
Michigan State University
B.A. Communication Arts, Advertising
EVENT 1995 - Present
Joseph Freed and Associates 2005 - 2009
Lehman Brothers 1999 - 2001
Centennial Celebration Consultants 1990 - 1995
Calet, Hirsch & Spector / Ross Roy Advertising 1984 - 1989
Education
Michigan State University
B.A. Communication Arts, Advertising
William Woerner's Lehman Brothers Experience 2003 - 2004
Job Project Manager/Business Analyst
Industry Financial Services
Experience
Makosi Consulting March 2014 - Present
Credit Suisse 2014 - 2015
Lehman Brothers 2003 - 2004
Skills
Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Management, Options, SDLC, Strategic Planning
Education
Miami University 1999 — 2003
Bachelor of Arts (B.A.), International/Global Studies
Makosi Consulting March 2014 - Present
Credit Suisse 2014 - 2015
Lehman Brothers 2003 - 2004
Skills
Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Management, Options, SDLC, Strategic Planning
Education
Miami University 1999 — 2003
Bachelor of Arts (B.A.), International/Global Studies
Jeffrey Degraaf, CMT, CFA Jeffrey Degraaf, CMT, CFA's Lehman Brothers Experience August 1998 - February 2007
Job Chairman/CEO RenMac, LLC
Industry Financial Services
Experience
Renaissance Macro Research, LLC March 2011 - Present
Sentry Capital October 2005 - Present
ISI Group March 2007 - February 2011
Lehman Brothers August 1998 - February 2007
Skills
Hedge Funds, Commodity, Financial Analysis, Strategic Planning, Business Analysis, Project Management, Business Strategy, Financial Modeling, Portfolio Management
Education
Michigan State University 1986 — 1990
Bachelor of Arts (B.A.), Finance
Renaissance Macro Research, LLC March 2011 - Present
Sentry Capital October 2005 - Present
ISI Group March 2007 - February 2011
Lehman Brothers August 1998 - February 2007
Skills
Hedge Funds, Commodity, Financial Analysis, Strategic Planning, Business Analysis, Project Management, Business Strategy, Financial Modeling, Portfolio Management
Education
Michigan State University 1986 — 1990
Bachelor of Arts (B.A.), Finance
Katelyn Shelly, P.M.P. Katelyn Shelly, P.M.P.'s Lehman Brothers Experience September 2005 - November 2006
Job Executive Director JP Morgan CIB Treasury Resolution & Recovery Planning
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
JPMorgan Chase August 2013 - July 2014
JPMorgan Chase July 2011 - August 2013
Cantor Fitzgerald May 2008 - July 2011
Cantor Fitzgerald November 2006 - May 2008
Lehman Brothers September 2005 - November 2006
Deutsche Bank August 2004 - September 2005
Deutsche Bank October 2002 - August 2004
Datek Online March 2002 - September 2002
Datek Online February 2000 - March 2002
Skills
Software Project..., Business Process..., Oracle, Analysis, Regulatory Affairs, Project Management, Project Portfolio..., Access, Finance, Management, Financial Modeling, Equities, Budgets, Financial Services, Fixed Income, Risk Management, Portfolio Management, Financial Analysis, Capital Markets, CRM, Business Analysis, Databases, Account Reconciliation, Testing
Education
Monmouth University 1998 — 1999
Rutgers University-New Brunswick
BS in Business, Finance
J.P. Morgan July 2014 - Present
JPMorgan Chase August 2013 - July 2014
JPMorgan Chase July 2011 - August 2013
Cantor Fitzgerald May 2008 - July 2011
Cantor Fitzgerald November 2006 - May 2008
Lehman Brothers September 2005 - November 2006
Deutsche Bank August 2004 - September 2005
Deutsche Bank October 2002 - August 2004
Datek Online March 2002 - September 2002
Datek Online February 2000 - March 2002
Skills
Software Project..., Business Process..., Oracle, Analysis, Regulatory Affairs, Project Management, Project Portfolio..., Access, Finance, Management, Financial Modeling, Equities, Budgets, Financial Services, Fixed Income, Risk Management, Portfolio Management, Financial Analysis, Capital Markets, CRM, Business Analysis, Databases, Account Reconciliation, Testing
Education
Monmouth University 1998 — 1999
Rutgers University-New Brunswick
BS in Business, Finance
Frankie Fuentes Frankie Fuentes's Lehman Brothers Experience June 1990 - September 2001
Job Real Estate agent at Liberty Realty
Industry Real Estate
Experience
Keller Williams City Life September 2014 - Present
Shearson Lehman Brothers June 1993 - September 2001
Lehman Brothers June 1990 - September 2001
Skills
First Time Home Buyers, REO, Short Sales, Condos, Investment Properties, Sellers, Investors, Foreclosures, Rentals, Real Estate, Real Estate Transactions, FHA, Residential Homes, Property Management, Real Estate Development
Education
Montclair State University
Finance
Keller Williams City Life September 2014 - Present
Shearson Lehman Brothers June 1993 - September 2001
Lehman Brothers June 1990 - September 2001
Skills
First Time Home Buyers, REO, Short Sales, Condos, Investment Properties, Sellers, Investors, Foreclosures, Rentals, Real Estate, Real Estate Transactions, FHA, Residential Homes, Property Management, Real Estate Development
Education
Montclair State University
Finance
Jeffrey Gidel's Lehman Brothers Experience April 2004 - March 2006
Job Marine Operations Advisor
Industry Maritime
Experience
ConocoPhillips July 2014 - Present
Seabulk Tankers April 2014 - June 2014
SPT, Inc January 2011 - March 2014
ConocoPhillips December 2009 - January 2011
Conoco Phillips July 2007 - December 2009
ConocoPhillips April 2006 - 2007
Lehman Brothers April 2004 - March 2006
Transocean August 1999 - March 2001
Sabine Transportation October 1994 - October 1998
Gulf Coast Trailing August 1992 - July 1994
Education
Middlesex University 2009 — 2011
MBA, SHIPPING AND LOGISTICS
Texas A&M University at Galveston 1987 — 1992
Bachelor of Science, Marine Transportation
The Nolan High School 1984 — 1987
ConocoPhillips July 2014 - Present
Seabulk Tankers April 2014 - June 2014
SPT, Inc January 2011 - March 2014
ConocoPhillips December 2009 - January 2011
Conoco Phillips July 2007 - December 2009
ConocoPhillips April 2006 - 2007
Lehman Brothers April 2004 - March 2006
Transocean August 1999 - March 2001
Sabine Transportation October 1994 - October 1998
Gulf Coast Trailing August 1992 - July 1994
Education
Middlesex University 2009 — 2011
MBA, SHIPPING AND LOGISTICS
Texas A&M University at Galveston 1987 — 1992
Bachelor of Science, Marine Transportation
The Nolan High School 1984 — 1987
Christine Keating Christine Keating's Lehman Brothers Experience July 2003 - June 2007
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi November 2013 - Present
GE Capital April 2013 - November 2013
GE Capital June 2011 - April 2013
GE Capital June 2009 - July 2011
MyShape 2009 - 2009
GE Capital June 2008 - August 2008
Lehman Brothers July 2003 - June 2007
Skills
Analytics, Marketing Strategy, Finance, Investments, Brand Management, Mergers & Acquisitions, Commercial Lending, Relationship Management, Sales, Fixed Income, Banking, Leadership, Loans, Real Estate
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
Middlebury College 1999 — 2003
BA, Economics
Citi November 2013 - Present
GE Capital April 2013 - November 2013
GE Capital June 2011 - April 2013
GE Capital June 2009 - July 2011
MyShape 2009 - 2009
GE Capital June 2008 - August 2008
Lehman Brothers July 2003 - June 2007
Skills
Analytics, Marketing Strategy, Finance, Investments, Brand Management, Mergers & Acquisitions, Commercial Lending, Relationship Management, Sales, Fixed Income, Banking, Leadership, Loans, Real Estate
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
Middlebury College 1999 — 2003
BA, Economics
Drew Tilghman's Lehman Brothers Experience 2007 - 2008
Job Manager at A.T. Kearney
Industry Management Consulting
Experience
A.T. Kearney 2015 - Present
A.T. Kearney 2013 - 2015
A.T. Kearney May 2012 - July 2012
Barclays Capital 2008 - 2011
Lehman Brothers 2007 - 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, General Management
Middlebury College 2002 — 2006
BA, Economics
A.T. Kearney 2015 - Present
A.T. Kearney 2013 - 2015
A.T. Kearney May 2012 - July 2012
Barclays Capital 2008 - 2011
Lehman Brothers 2007 - 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, General Management
Middlebury College 2002 — 2006
BA, Economics
Morgane Veronique Richardson Morgane Veronique Richardson's Lehman Brothers Experience June 2007 - August 2007
Job Community Outreach and Digital Communications Strategist
Industry Public Relations and Communications
Experience
Institute for Economics and Peace - Positive Peace Conference July 2015 - Present
NYC Doula Collective December 2013 - Present
NYC Doula Collective April 2013 - Present
Refuse The Silence July 2008 - Present
JustPublics365 Project, The Graduate Center, City University of New York (CUNY) August 2013 - February 2014
Hunter College August 2012 - May 2013
Mixtape Media, a Division of So Elsewhere Consulting March 2009 - January 2012
Brooklyn Arts Council August 2008 - February 2009
Lehman Brothers June 2007 - August 2007
Skills
Community Outreach, International Relations, Social Media Marketing, Teaching, Gender Mainstreaming, Research, Nonprofits, Public Speaking, Digital Archiving, Conflict Resolution, Board of Directors, Strategic Leadership, Policy, Gender Analysis, Peace Education, Data Coding, Cultural Anthropology, Event Management, Social Media, Event Planning, Facebook
Education
University For Peace 2011 — 2012
Master’s Degree, Peace Studies
Middlebury College 2004 — 2008
Bachelor’s Degree, Sociology/Anthropology and Art History; Honors
School of International Training 2007 — 2007
International development, India
Institute for Economics and Peace - Positive Peace Conference July 2015 - Present
NYC Doula Collective December 2013 - Present
NYC Doula Collective April 2013 - Present
Refuse The Silence July 2008 - Present
JustPublics365 Project, The Graduate Center, City University of New York (CUNY) August 2013 - February 2014
Hunter College August 2012 - May 2013
Mixtape Media, a Division of So Elsewhere Consulting March 2009 - January 2012
Brooklyn Arts Council August 2008 - February 2009
Lehman Brothers June 2007 - August 2007
Skills
Community Outreach, International Relations, Social Media Marketing, Teaching, Gender Mainstreaming, Research, Nonprofits, Public Speaking, Digital Archiving, Conflict Resolution, Board of Directors, Strategic Leadership, Policy, Gender Analysis, Peace Education, Data Coding, Cultural Anthropology, Event Management, Social Media, Event Planning, Facebook
Education
University For Peace 2011 — 2012
Master’s Degree, Peace Studies
Middlebury College 2004 — 2008
Bachelor’s Degree, Sociology/Anthropology and Art History; Honors
School of International Training 2007 — 2007
International development, India
Leland Hart's Lehman Brothers Experience 2000 - May 2008
Job
Industry Investment Management
Experience
BlackRock April 2009 - Present
R3 Capital May 2008 - April 2009
Lehman Brothers 2000 - May 2008
Bank of America 1994 - 2000
Continental Bank 1992 - 1994
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA
Middlebury College 1987 — 1991
BA
burlington 1983 — 1987
BlackRock April 2009 - Present
R3 Capital May 2008 - April 2009
Lehman Brothers 2000 - May 2008
Bank of America 1994 - 2000
Continental Bank 1992 - 1994
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA
Middlebury College 1987 — 1991
BA
burlington 1983 — 1987
Richard Kelly's Lehman Brothers Experience May 1992 - December 1993
Job CEO at Reynwood Communications
Industry Telecommunications
Experience
Reynwood Communications, Inc. September 2001 - Present
MKR Capital Management, LLC January 2011 - Present
Reynwood Carrier Services, LLC January 2010 - January 2014
Wofex, Inc. December 1999 - September 2001
Accenture 1996 - 2000
Andersen Consulting February 1996 - September 1999
Instinet Corporation December 1993 - December 1995
Lehman Brothers May 1992 - December 1993
Secret Service US 1992 - 1993
Skills
Disaster Recovery, Network Architecture, Telecommunications, Finance, VoIP, Cloud Computing, Managed Services, Entrepreneurship, Network Design, Strategic Planning, Program Management, Business Planning, Cisco Technologies, Leadership, Unified Communications, Mobile Devices, Data Center, Management, MPLS, E-commerce, Go-to-market Strategy, Strategic Partnerships, Co-location, Product Management, Strategy, SaaS, Solution Selling, Business Development, Enterprise Software, Start-ups, IP, Wireless, SIP, Professional Services, SIP Trunking, Networking, Executive Management, New Business Development, Direct Sales, Consulting, Sales Management, Sales
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance, International Business
Monmouth University 1986 — 1988
BS, Computer Science
Reynwood Communications, Inc. September 2001 - Present
MKR Capital Management, LLC January 2011 - Present
Reynwood Carrier Services, LLC January 2010 - January 2014
Wofex, Inc. December 1999 - September 2001
Accenture 1996 - 2000
Andersen Consulting February 1996 - September 1999
Instinet Corporation December 1993 - December 1995
Lehman Brothers May 1992 - December 1993
Secret Service US 1992 - 1993
Skills
Disaster Recovery, Network Architecture, Telecommunications, Finance, VoIP, Cloud Computing, Managed Services, Entrepreneurship, Network Design, Strategic Planning, Program Management, Business Planning, Cisco Technologies, Leadership, Unified Communications, Mobile Devices, Data Center, Management, MPLS, E-commerce, Go-to-market Strategy, Strategic Partnerships, Co-location, Product Management, Strategy, SaaS, Solution Selling, Business Development, Enterprise Software, Start-ups, IP, Wireless, SIP, Professional Services, SIP Trunking, Networking, Executive Management, New Business Development, Direct Sales, Consulting, Sales Management, Sales
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance, International Business
Monmouth University 1986 — 1988
BS, Computer Science
Steven Savickas's Lehman Brothers Experience August 2007 - September 2008
Job Equity Research Sales at Jefferies
Industry Capital Markets
Experience
Jefferies & Company November 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers August 2007 - September 2008
Ford Motor Company June 2005 - March 2007
Skills
Hedge Funds, Financial Modeling, Equity Research, Equity Capital Markets, Equities, Investments, Plumbing, Management, Carpentry, Leadership, IPO, Bloomberg, Capital Markets, Derivatives, Fixed Income, Alternative Investments, LBO, Private Equity, Equity Valuation
Education
Michigan State University 2001 — 2005
Bachelor of Arts
Jefferies & Company November 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers August 2007 - September 2008
Ford Motor Company June 2005 - March 2007
Skills
Hedge Funds, Financial Modeling, Equity Research, Equity Capital Markets, Equities, Investments, Plumbing, Management, Carpentry, Leadership, IPO, Bloomberg, Capital Markets, Derivatives, Fixed Income, Alternative Investments, LBO, Private Equity, Equity Valuation
Education
Michigan State University 2001 — 2005
Bachelor of Arts
Jill Paitchel's Lehman Brothers Experience 1989 - 1994
Job The Cardinal Partners
Industry Investment Management
Experience
The Cardinal Partners September 2014 - Present
JP Global Funds Consulting 2005 - Present
Janus Capital Group 2004 - 2005
Citigroup Asset Management 1999 - 2002
Citigroup Asset Management 1995 - 1999
Kidder Peabody 1994 - 1995
Lehman Brothers 1989 - 1994
Skills
Mutual Funds, Financial Services, Investment Management, Business Strategy, Emerging Markets, Start-ups, Hedge Funds, Management, Investments, Cross-functional Team..., Strategic Planning, Strategic Consulting, Alternative Investments, Leadership, Global Distribution, Product Strategy &..., Strategy
Education
American University, School of International Service
BA
Monterey Institute of International Studies, Fisher Graduate School of International Business
MBA
The Cardinal Partners September 2014 - Present
JP Global Funds Consulting 2005 - Present
Janus Capital Group 2004 - 2005
Citigroup Asset Management 1999 - 2002
Citigroup Asset Management 1995 - 1999
Kidder Peabody 1994 - 1995
Lehman Brothers 1989 - 1994
Skills
Mutual Funds, Financial Services, Investment Management, Business Strategy, Emerging Markets, Start-ups, Hedge Funds, Management, Investments, Cross-functional Team..., Strategic Planning, Strategic Consulting, Alternative Investments, Leadership, Global Distribution, Product Strategy &..., Strategy
Education
American University, School of International Service
BA
Monterey Institute of International Studies, Fisher Graduate School of International Business
MBA
Russell Zager's Lehman Brothers Experience June 2004 - September 2008
Job Assistant Vice President at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers June 2004 - September 2008
Barclays Capital June 2002 - August 2002
Skills
Identity Management, Information Security, Information Security..., Web Services, Business Intelligence
Education
Middlebury College 2000 — 2004
Barclays Capital September 2008 - Present
Lehman Brothers June 2004 - September 2008
Barclays Capital June 2002 - August 2002
Skills
Identity Management, Information Security, Information Security..., Web Services, Business Intelligence
Education
Middlebury College 2000 — 2004
Jolie Lau's Lehman Brothers Experience October 1999 - August 2000
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2009 - Present
Towers Perrin MGMC September 2008 - August 2009
Permanent Mission of Palau to the United Nations April 2007 - December 2007
Bank of America April 2004 - June 2006
Bank of America August 2000 - April 2004
Lehman Brothers October 1999 - August 2000
Education
Yale University 1995 — 1999
BA, Economics
Middlebury College 1997 — 1997
Classical Chinese
Bank of America Merrill Lynch August 2009 - Present
Towers Perrin MGMC September 2008 - August 2009
Permanent Mission of Palau to the United Nations April 2007 - December 2007
Bank of America April 2004 - June 2006
Bank of America August 2000 - April 2004
Lehman Brothers October 1999 - August 2000
Education
Yale University 1995 — 1999
BA, Economics
Middlebury College 1997 — 1997
Classical Chinese
Christopher Leili's Lehman Brothers Experience 1993 - 1994
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2006 - Present
MetLife 2004 - 2006
HSBC 2001 - 2004
Efunds 1999 - 2001
IBM Global Services 1998 - 1999
Lehman Brothers 1993 - 1994
AIG Trading 1990 - 1993
Education
Montclair State University
B.S.
Deutsche Bank 2006 - Present
MetLife 2004 - 2006
HSBC 2001 - 2004
Efunds 1999 - 2001
IBM Global Services 1998 - 1999
Lehman Brothers 1993 - 1994
AIG Trading 1990 - 1993
Education
Montclair State University
B.S.
Bill Franklin's Lehman Brothers Experience August 2007 - July 2008
Job Vice President, Investor Relations at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services June 2012 - Present
Discover Financial Services April 2012 - June 2012
Discover Financial Services August 2010 - June 2012
Discover Financial Services September 2008 - August 2010
Lehman Brothers August 2007 - July 2008
JPMorgan Chase & Co August 2000 - July 2005
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Financial Analysis, Due Diligence, Mergers, Equities, Investor Relations
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
Master of Business Administration (MBA), General Management
Miami University 1996 — 2000
BS, Finance
Discover Financial Services June 2012 - Present
Discover Financial Services April 2012 - June 2012
Discover Financial Services August 2010 - June 2012
Discover Financial Services September 2008 - August 2010
Lehman Brothers August 2007 - July 2008
JPMorgan Chase & Co August 2000 - July 2005
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Financial Analysis, Due Diligence, Mergers, Equities, Investor Relations
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
Master of Business Administration (MBA), General Management
Miami University 1996 — 2000
BS, Finance
Charles Macintosh's Lehman Brothers Experience February 2002 - May 2005
Job First Key Holdings
Industry Financial Services
Experience
Hire Heroes USA August 2014 - Present
Cerberus Capital Management/First Key Holdings March 2013 - Present
Team Rubicon, Inc. June 2012 - Present
Sterne Agee May 2012 - March 2013
Morgan Keegan December 2009 - May 2012
Thornburg Mortgage December 2008 - October 2009
Merrill Lynch May 2005 - October 2008
Lehman Brothers February 2002 - May 2005
Credit Suisse July 1999 - February 2002
Skills
Banking, Securitization, Trading, Investments, Capital Markets, Mortgage Lending, Residential Mortgages, Real Estate, ABS, Fixed Income, Hedge Funds, Management, Structured Finance, Bonds, Bloomberg, Valuation
Education
Middlebury College 1995 — 1999
BA, Economics
Hire Heroes USA August 2014 - Present
Cerberus Capital Management/First Key Holdings March 2013 - Present
Team Rubicon, Inc. June 2012 - Present
Sterne Agee May 2012 - March 2013
Morgan Keegan December 2009 - May 2012
Thornburg Mortgage December 2008 - October 2009
Merrill Lynch May 2005 - October 2008
Lehman Brothers February 2002 - May 2005
Credit Suisse July 1999 - February 2002
Skills
Banking, Securitization, Trading, Investments, Capital Markets, Mortgage Lending, Residential Mortgages, Real Estate, ABS, Fixed Income, Hedge Funds, Management, Structured Finance, Bonds, Bloomberg, Valuation
Education
Middlebury College 1995 — 1999
BA, Economics
Ryan Cascade's Lehman Brothers Experience 1998 - 1998
Job CoPresident at Ivy Hill Asset Management
Industry Investment Management
Experience
Ivy Hill Asset Management July 2010 - Present
Ares Management March 2006 - June 2010
General Electric 1999 - 2006
Lehman Brothers 1998 - 1998
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Michigan State University 1991 — 1995
Accounting and Finance
Ivy Hill Asset Management July 2010 - Present
Ares Management March 2006 - June 2010
General Electric 1999 - 2006
Lehman Brothers 1998 - 1998
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Michigan State University 1991 — 1995
Accounting and Finance
Kelly Peyton's Lehman Brothers Experience January 2001 - December 2005
Job Regional Sales Director, Southeast at CareersUSA
Industry Marketing and Advertising
Experience
CareersUSA September 2015 - Present
YP January 2007 - June 2015
AT&T Advertising Solutions January 2005 - January 2007
Lehman Brothers January 2001 - December 2005
Edifice Rex January 2000 - December 2001
Skills
B2B, Sales Operations, Account Management, Direct Marketing, Solution Selling, New Business Development, Lead Generation, Telecommunications, Online Advertising, Marketing Strategy, Sales, Salesforce.com, Sales Management, Social Media Marketing
Education
Montclair State University 1995 — 1998
BA in Sociology, Sociology
Marist College 1994 — 1995
CareersUSA September 2015 - Present
YP January 2007 - June 2015
AT&T Advertising Solutions January 2005 - January 2007
Lehman Brothers January 2001 - December 2005
Edifice Rex January 2000 - December 2001
Skills
B2B, Sales Operations, Account Management, Direct Marketing, Solution Selling, New Business Development, Lead Generation, Telecommunications, Online Advertising, Marketing Strategy, Sales, Salesforce.com, Sales Management, Social Media Marketing
Education
Montclair State University 1995 — 1998
BA in Sociology, Sociology
Marist College 1994 — 1995
Naomi (Daniel) Oorbeck's Lehman Brothers Experience August 1999 - May 2000
Job Information Architect at The Understanding Group, LLC
Industry Information Services
Experience
The Understanding Group, LLC December 2014 - Present
The Understanding Group, LLC September 2014 - Present
Hewlett-Packard 2006 - February 2009
Hewlett-Packard May 2002 - 2006
EoExchange May 2000 - August 2001
Lehman Brothers August 1999 - May 2000
Law and Economics Consulting Group April 1998 - August 1999
Skills
Information Architecture, User Experience Design, User Centered Deisgn, Usability, Information Management, User Experience Testing, Usability Testing, Requirements Analysis, Business Intelligence, Market Research, Library Research, Library Science, Library Reference, Enterprise Architecture, Persona, User Research
Education
University of Michigan - School of Information 2001 — 2003
Master of Science (MS), Information
Mills College 1993 — 1995
Bachelor of Arts (B.A.)
The Understanding Group, LLC December 2014 - Present
The Understanding Group, LLC September 2014 - Present
Hewlett-Packard 2006 - February 2009
Hewlett-Packard May 2002 - 2006
EoExchange May 2000 - August 2001
Lehman Brothers August 1999 - May 2000
Law and Economics Consulting Group April 1998 - August 1999
Skills
Information Architecture, User Experience Design, User Centered Deisgn, Usability, Information Management, User Experience Testing, Usability Testing, Requirements Analysis, Business Intelligence, Market Research, Library Research, Library Science, Library Reference, Enterprise Architecture, Persona, User Research
Education
University of Michigan - School of Information 2001 — 2003
Master of Science (MS), Information
Mills College 1993 — 1995
Bachelor of Arts (B.A.)
Christy Ghaffari's Lehman Brothers Experience March 2003 - March 2005
Job Domestic President & Manager
Industry Real Estate
Experience
Top Tier Systems, LLC 2009 - Present
Corner Realty Partners December 2005 - November 2008
Thomas Nelson Publishers March 2005 - December 2005
Lehman Brothers March 2003 - March 2005
Skills
Event Planning, Customer Service, Public Speaking, Microsoft Office, Social Media, Marketing, Event Management, Executive...
Education
University of Phoenix 2003 — 2007
Bachelor of Science, Business Marketing
Missouri State University 1995 — 1996
Music Performance/Education
Top Tier Systems, LLC 2009 - Present
Corner Realty Partners December 2005 - November 2008
Thomas Nelson Publishers March 2005 - December 2005
Lehman Brothers March 2003 - March 2005
Skills
Event Planning, Customer Service, Public Speaking, Microsoft Office, Social Media, Marketing, Event Management, Executive...
Education
University of Phoenix 2003 — 2007
Bachelor of Science, Business Marketing
Missouri State University 1995 — 1996
Music Performance/Education
Nicholas Hoover's Lehman Brothers Experience 2007 - 2008
Job Senior Quality Assurance Engineer at Level 3
Industry Information Technology and Services
Experience
Level 3 August 2012 - Present
McKesson June 2012 - August 2012
On Target Jobs December 2011 - June 2012
Jeppesen June 2011 - December 2011
Mortgage Cadence February 2011 - April 2011
HealthTrans December 2008 - February 2011
Jones February 2008 - July 2008
Springbok 2008 - 2008
The Gift Card 2008 - 2008
Lehman Brothers 2007 - 2008
Skills
Testing, Manual Testing, Test Cases, XML, Test Automation, SDLC, Test Planning, Quality Assurance, Scrum, User Acceptance Testing, Software Documentation, Business Analysis
Education
University of Tampa 2005 — 2007
Michigan State University 1995 — 1997
Level 3 August 2012 - Present
McKesson June 2012 - August 2012
On Target Jobs December 2011 - June 2012
Jeppesen June 2011 - December 2011
Mortgage Cadence February 2011 - April 2011
HealthTrans December 2008 - February 2011
Jones February 2008 - July 2008
Springbok 2008 - 2008
The Gift Card 2008 - 2008
Lehman Brothers 2007 - 2008
Skills
Testing, Manual Testing, Test Cases, XML, Test Automation, SDLC, Test Planning, Quality Assurance, Scrum, User Acceptance Testing, Software Documentation, Business Analysis
Education
University of Tampa 2005 — 2007
Michigan State University 1995 — 1997
Stan Shipley's Lehman Brothers Experience 1988 - 1996
Job Managing Director Fixed Income Strategist at ISI Group
Industry Financial Services
Experience
ISI Group Managing director. Fixed income strategyInternational Strategy & Investment2004 - Present
Merrill Lynch 1997 - 2003
Lehman Brothers 1988 - 1996
Interactive Data 1978 - 1983
Skills
Equity Research, Fixed Income, Equities, Capital Markets, Quantitative Finance, Strategy, Investments
Education
Michigan Technological University 1971 — 1976
ISI Group Managing director. Fixed income strategyInternational Strategy & Investment2004 - Present
Merrill Lynch 1997 - 2003
Lehman Brothers 1988 - 1996
Interactive Data 1978 - 1983
Skills
Equity Research, Fixed Income, Equities, Capital Markets, Quantitative Finance, Strategy, Investments
Education
Michigan Technological University 1971 — 1976
Grant Wilson's Lehman Brothers Experience July 2006 - June 2008
Job Director Corporate Development & Finance at CME Group
Industry Financial Services
Experience
CME Group January 2014 - Present
CME Group August 2011 - December 2013
CME Group August 2010 - July 2011
Waud Capital Partners July 2008 - July 2010
Lehman Brothers July 2006 - June 2008
Skills
Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Capital Markets
Education
Miami University 2005 — 2006
Master's of Accountancy, Accounting
Miami University 2001 — 2006
Bachelor of Science, Accounting and Finance
Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management and Organization, Entrepreneurship and Innovation
CME Group January 2014 - Present
CME Group August 2011 - December 2013
CME Group August 2010 - July 2011
Waud Capital Partners July 2008 - July 2010
Lehman Brothers July 2006 - June 2008
Skills
Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Capital Markets
Education
Miami University 2005 — 2006
Master's of Accountancy, Accounting
Miami University 2001 — 2006
Bachelor of Science, Accounting and Finance
Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management and Organization, Entrepreneurship and Innovation
Barbara Raszkiewicz Gannon's Lehman Brothers Experience October 2005 - Present
Job VP at Lehman Brothers
Industry Accounting
Experience
Lehman Brothers October 2005 - Present
JPMorgan Chase August 2002 - September 2005
JPMorgan Chase March 1993 - July 2002
Education
Montclair State University 1989 — 1992
Lehman Brothers October 2005 - Present
JPMorgan Chase August 2002 - September 2005
JPMorgan Chase March 1993 - July 2002
Education
Montclair State University 1989 — 1992
Stephen Cruise's Lehman Brothers Experience 1996 - 2000
Job Managing Director, CoHead of Global Industrials at Greenhill & Co., LLC
Industry Investment Banking
Experience
Greenhill & Co., LLC April 2013 - Present
UBS Investment Bank June 2011 - April 2013
UBS Securities 2004 - April 2013
Credit Suisse First Boston 2000 - 2004
Lehman Brothers 1996 - 2000
Skills
Investment Banking
Education
The University of Chicago Booth School of Business 1989 — 1992
MBA, Finance and International Business
Michigan State University - The Eli Broad College of Business 1982 — 1985
BA, Finance, International Business, Accounting
Greenhill & Co., LLC April 2013 - Present
UBS Investment Bank June 2011 - April 2013
UBS Securities 2004 - April 2013
Credit Suisse First Boston 2000 - 2004
Lehman Brothers 1996 - 2000
Skills
Investment Banking
Education
The University of Chicago Booth School of Business 1989 — 1992
MBA, Finance and International Business
Michigan State University - The Eli Broad College of Business 1982 — 1985
BA, Finance, International Business, Accounting
Johnny Porco's Lehman Brothers Experience October 2006 - November 2008
Job Head of Infrastructure Support at Lehman Brothers Holdings
Industry Information Technology and Services
Experience
Lehman Brothers Holdings December 2008 - Present
Lehman Brothers October 2006 - November 2008
Lehman Brothers 2003 - 2006
Key Systems 2000 - 2003
Skills
System Administration, Disaster Recovery, VMware, Troubleshooting, Technical Support, Laptops, Security, Vendor Management, Servers
Education
Montclair State University 1996 — 2000
BA
Advanced Computer Education
Windows 2000 MCSE Training
Lehman Brothers Holdings December 2008 - Present
Lehman Brothers October 2006 - November 2008
Lehman Brothers 2003 - 2006
Key Systems 2000 - 2003
Skills
System Administration, Disaster Recovery, VMware, Troubleshooting, Technical Support, Laptops, Security, Vendor Management, Servers
Education
Montclair State University 1996 — 2000
BA
Advanced Computer Education
Windows 2000 MCSE Training
Michael Ottrando's Lehman Brothers Experience May 2004 - April 2007
Job Managing Director, Global Head of Sales at TRAFiX LLC
Industry Financial Services
Experience
TRAFiX LLC September 2015 - Present
Mixit Inc April 2007 - August 2014
Lehman Brothers May 2004 - April 2007
Skills
Order Management, Electronic Trading, Equities, Equity Derivatives, Options, Risk Management, Compliance, Direct Market Access, Trading Systems, FIX, Sales, Execution Management..., Clearing, Financial Markets, Equity Trading, Derivatives, Trading, Market Data
Education
Monmouth University 2000 — 2004
TRAFiX LLC September 2015 - Present
Mixit Inc April 2007 - August 2014
Lehman Brothers May 2004 - April 2007
Skills
Order Management, Electronic Trading, Equities, Equity Derivatives, Options, Risk Management, Compliance, Direct Market Access, Trading Systems, FIX, Sales, Execution Management..., Clearing, Financial Markets, Equity Trading, Derivatives, Trading, Market Data
Education
Monmouth University 2000 — 2004
Mark Rafkin's Lehman Brothers Experience July 2004 - December 2005
Job Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Caxton Associates December 2005 - July 2011
Lehman Brothers July 2004 - December 2005
Morgan Stanley & Co. Incorporated 1998 - 2005
pershing 1995 - 1998
Skills
excellent client service, Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Financial Services, Bloomberg, Capital Markets, Options, Securities
Education
Michigan State University 1989 — 1992
ba, economics/poly sci/industrial psychology
Purdue University
Morgan Stanley October 2012 - Present
Caxton Associates December 2005 - July 2011
Lehman Brothers July 2004 - December 2005
Morgan Stanley & Co. Incorporated 1998 - 2005
pershing 1995 - 1998
Skills
excellent client service, Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Financial Services, Bloomberg, Capital Markets, Options, Securities
Education
Michigan State University 1989 — 1992
ba, economics/poly sci/industrial psychology
Purdue University
James Houghtlin's Lehman Brothers Experience June 2007 - September 2008
Job Vice President, Regulatory Compliance Manager at Wellington Management
Industry Legal Services
Experience
Wellington Management March 2014 - Present
Bain Capital January 2010 - March 2014
Barclays Capital September 2008 - January 2010
Lehman Brothers June 2007 - September 2008
JP Morgan Chase May 2003 - May 2007
Skills
Securities, Securities Regulation, Hedge Funds, Due Diligence, Private Equity, Corporate Governance, Capital Markets, Equities, FINRA, Mergers & Acquisitions, Alternative Investments, Series 7, Asset Management, Fixed Income, Investments
Education
Fordham Law School 1999 — 2002
JD
Middlebury College 1993 — 1997
BA
Wellington Management March 2014 - Present
Bain Capital January 2010 - March 2014
Barclays Capital September 2008 - January 2010
Lehman Brothers June 2007 - September 2008
JP Morgan Chase May 2003 - May 2007
Skills
Securities, Securities Regulation, Hedge Funds, Due Diligence, Private Equity, Corporate Governance, Capital Markets, Equities, FINRA, Mergers & Acquisitions, Alternative Investments, Series 7, Asset Management, Fixed Income, Investments
Education
Fordham Law School 1999 — 2002
JD
Middlebury College 1993 — 1997
BA
Clark Read's Lehman Brothers Experience 2005 - 2008
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2013 - Present
Credit Suisse April 2010 - February 2013
Barclays Capital 2008 - April 2010
Lehman Brothers 2005 - 2008
Education
Middlebury College 2001 — 2005
BA, Economics, French
Nomura Securities April 2013 - Present
Credit Suisse April 2010 - February 2013
Barclays Capital 2008 - April 2010
Lehman Brothers 2005 - 2008
Education
Middlebury College 2001 — 2005
BA, Economics, French
Victoria Banks's Lehman Brothers Experience January 1994 - January 1996
Job Finance Manager, Houlihan Lawrence Darien & Rowayton
Industry Real Estate
Experience
Houlihan Lawrence February 2014 - Present
Houlihan Lawrence October 2012 - Present
The Corcoran Group January 2002 - June 2006
WPG Farber Present Fund January 1998 - January 2002
Citibank Global Asset Management January 1996 - January 1998
Lehman Brothers January 1994 - January 1996
Skills
Sellers, Condos, Rentals, Relocation, First Time Home Buyers, Townhomes, Buyer Representation, Listings, New Home Sales, Investors, Real Estate, Luxury, Selling, Real Estate Transactions, Single Family Homes, Foreclosures, Sales
Education
Middlebury College 1990 — 1994
Bachelor's degree, Art History, Italian
The Chapin School 1979 — 1990
Houlihan Lawrence February 2014 - Present
Houlihan Lawrence October 2012 - Present
The Corcoran Group January 2002 - June 2006
WPG Farber Present Fund January 1998 - January 2002
Citibank Global Asset Management January 1996 - January 1998
Lehman Brothers January 1994 - January 1996
Skills
Sellers, Condos, Rentals, Relocation, First Time Home Buyers, Townhomes, Buyer Representation, Listings, New Home Sales, Investors, Real Estate, Luxury, Selling, Real Estate Transactions, Single Family Homes, Foreclosures, Sales
Education
Middlebury College 1990 — 1994
Bachelor's degree, Art History, Italian
The Chapin School 1979 — 1990
Joseph Raniero's Lehman Brothers Experience October 1997 - September 2008
Job Director Liquid Market Sales at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers October 1997 - September 2008
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Options, Series 7, Trading, Trading Systems
Education
Montclair State University 1992 — 1997
BS, Finance
Barclays Capital September 2008 - Present
Lehman Brothers October 1997 - September 2008
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Fixed Income, Hedge Funds, Investment Banking, Options, Series 7, Trading, Trading Systems
Education
Montclair State University 1992 — 1997
BS, Finance
Jodi Hughes's Lehman Brothers Experience March 2007 - May 2009
Job Commodity Manager at Uber
Industry Financial Services
Experience
Uber February 2015 - Present
Guggenheim Partners July 2012 - February 2015
Credit Suisse May 2011 - July 2012
Nomura March 2010 - May 2011
Estee Lauder May 2009 - February 2010
Lehman Brothers March 2007 - May 2009
Bank of America January 2004 - March 2007
Skills
Strategic Sourcing, Supply Management, Procurement, Supply Chain Management, Vendor Management, E-procurement, Global Sourcing, Supplier Development, Spend Analysis, Supplier Diversity, Sourcing, Outsourcing, Management, Strategy, Cross-functional Team..., Contract Negotiation, Contract Management
Education
Michigan State University - The Eli Broad College of Business 1999 — 2003
Bachelor, Supply Chain Management
Uber February 2015 - Present
Guggenheim Partners July 2012 - February 2015
Credit Suisse May 2011 - July 2012
Nomura March 2010 - May 2011
Estee Lauder May 2009 - February 2010
Lehman Brothers March 2007 - May 2009
Bank of America January 2004 - March 2007
Skills
Strategic Sourcing, Supply Management, Procurement, Supply Chain Management, Vendor Management, E-procurement, Global Sourcing, Supplier Development, Spend Analysis, Supplier Diversity, Sourcing, Outsourcing, Management, Strategy, Cross-functional Team..., Contract Negotiation, Contract Management
Education
Michigan State University - The Eli Broad College of Business 1999 — 2003
Bachelor, Supply Chain Management
Sunny Galynsky's Lehman Brothers Experience September 1996 - September 2008
Job Director/SVP Audit
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers September 1996 - September 2008
American International Group December 1991 - September 1996
Skills
Investment Banking, Capital Markets, Auditing, Risk Management, Operational Risk..., Derivatives, Equities, IT Audit, Fixed Income
Education
Montclair State University 1987 — 1991
Barclays Capital September 2008 - Present
Lehman Brothers September 1996 - September 2008
American International Group December 1991 - September 1996
Skills
Investment Banking, Capital Markets, Auditing, Risk Management, Operational Risk..., Derivatives, Equities, IT Audit, Fixed Income
Education
Montclair State University 1987 — 1991
Sarah Landow's Lehman Brothers Experience October 2003 - September 2008
Job at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers October 2003 - September 2008
Advanstar Communications March 2003 - May 2003
Salomon Smith Barney April 2002 - March 2003
St. Regis Hotel September 2001 - September 2001
Miller Freeman October 1999 - June 2001
Education
Miami University
Bachelors of Science in Education, Elementary Education
Barclays Capital September 2008 - Present
Lehman Brothers October 2003 - September 2008
Advanstar Communications March 2003 - May 2003
Salomon Smith Barney April 2002 - March 2003
St. Regis Hotel September 2001 - September 2001
Miller Freeman October 1999 - June 2001
Education
Miami University
Bachelors of Science in Education, Elementary Education
Maria Lund's Lehman Brothers Experience September 2005 - September 2008
Job Fulltime Mom at Home, I am taking some time off to raise my children.
Industry Oil & Energy
Experience
Lund Residence January 2012 - Present
Lehman Brothers Holdings September 2009 - Present
Barclays Capital October 2008 - September 2009
Barclays Capital (fka Lehman Brothers) 2008 - 2009
Lehman Brothers September 2005 - September 2008
GE Commercial Finance July 2000 - May 2005
GE Capital - Structured Finance Group 2000 - 2005
Salomon Smith Barney 1998 - 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2003
MBA, Finance and International Business
Middlebury College 1994 — 1998
BA, International Politics and Economics
Lund Residence January 2012 - Present
Lehman Brothers Holdings September 2009 - Present
Barclays Capital October 2008 - September 2009
Barclays Capital (fka Lehman Brothers) 2008 - 2009
Lehman Brothers September 2005 - September 2008
GE Commercial Finance July 2000 - May 2005
GE Capital - Structured Finance Group 2000 - 2005
Salomon Smith Barney 1998 - 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2003
MBA, Finance and International Business
Middlebury College 1994 — 1998
BA, International Politics and Economics
Mark Hannigan's Lehman Brothers Experience 2005 - 2008
Job Associate at Credit Agricole CIB Credit Trading
Industry Financial Services
Experience
Credit Agricole CIB 2012 - Present
Arsenal Capital Partners 2011 - 2012
Barclays Capital 2009 - 2010
Lehman Brothers 2005 - 2008
Skills
Fixed Income, Derivatives, Credit, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Middlebury College 2001 — 2005
B.A., Political Science
Credit Agricole CIB 2012 - Present
Arsenal Capital Partners 2011 - 2012
Barclays Capital 2009 - 2010
Lehman Brothers 2005 - 2008
Skills
Fixed Income, Derivatives, Credit, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Middlebury College 2001 — 2005
B.A., Political Science
Chris Grutsch's Lehman Brothers Experience October 2006 - September 2008
Job Senior Associate at Pine River
Industry Investment Banking
Experience
Pine River Capital Management June 2015 - Present
Nomura September 2013 - June 2015
Barclays Capital September 2008 - September 2013
Lehman Brothers October 2006 - September 2008
Skills
Interest Rate..., Middle Office, Fixed Income, Equities, Capital Markets, Bloomberg, Valuation, Private Equity, Financial Analysis, Portfolio Management, Credit Analysis, Banking, repo
Education
Miami University 2001 — 2005
Bachelor of Science (BS), Finance, General
Pine River Capital Management June 2015 - Present
Nomura September 2013 - June 2015
Barclays Capital September 2008 - September 2013
Lehman Brothers October 2006 - September 2008
Skills
Interest Rate..., Middle Office, Fixed Income, Equities, Capital Markets, Bloomberg, Valuation, Private Equity, Financial Analysis, Portfolio Management, Credit Analysis, Banking, repo
Education
Miami University 2001 — 2005
Bachelor of Science (BS), Finance, General
Matt Phillips's Lehman Brothers Experience June 2006 - November 2007
Job Senior Manager, SMB at Google
Industry Internet
Experience
Google July 2015 - Present
Google July 2013 - June 2015
Kellogg School of Management June 2011 - June 2013
KB Partners January 2013 - May 2013
Groupon August 2011 - September 2012
UBS Wealth Management November 2007 - August 2011
Lehman Brothers June 2006 - November 2007
Skills
Investments, Venture Capital, Sales Management, Private Banking, Equities, Management, Private Equity, Start-ups, Corporate Finance, Investment Banking, Valuation, Financial Analysis, Family Office, Business Strategy, Financial Modeling, Due Diligence, Strategy, Corporate Development, Mergers & Acquisitions, Finance, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance, Management & Organizations
Miami University 2002 — 2006
BS, Finance
Google July 2015 - Present
Google July 2013 - June 2015
Kellogg School of Management June 2011 - June 2013
KB Partners January 2013 - May 2013
Groupon August 2011 - September 2012
UBS Wealth Management November 2007 - August 2011
Lehman Brothers June 2006 - November 2007
Skills
Investments, Venture Capital, Sales Management, Private Banking, Equities, Management, Private Equity, Start-ups, Corporate Finance, Investment Banking, Valuation, Financial Analysis, Family Office, Business Strategy, Financial Modeling, Due Diligence, Strategy, Corporate Development, Mergers & Acquisitions, Finance, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance, Management & Organizations
Miami University 2002 — 2006
BS, Finance
David Ballard's Lehman Brothers Experience April 1992 - April 1997
Job Managing Partner Cantilever Group LLC
Industry Investment Banking
Experience
S3 Partners August 2010 - Present
Cantilever Group February 2008 - Present
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 2000 - 2005
Morgan Stanley April 1997 - April 2000
Lehman Brothers April 1992 - April 1997
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/Accounting
Middlebury College 1982 — 1986
BA, Economics major - Physics concentration
S3 Partners August 2010 - Present
Cantilever Group February 2008 - Present
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 2000 - 2005
Morgan Stanley April 1997 - April 2000
Lehman Brothers April 1992 - April 1997
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/Accounting
Middlebury College 1982 — 1986
BA, Economics major - Physics concentration
Julie (Julie Wright) Glass's Lehman Brothers Experience October 1998 - October 2008
Job Portfolio Risk Group Leader at Branch Banking and Trust
Industry Financial Services
Experience
Branch Banking and Trust April 2009 - Present
Lehman Brothers October 1998 - October 2008
Barnett Bank 1987 - 1998
Education
University of Louisville 1985 — 1988
MBA, Business, Finance
Miami University 1979 — 1983
B.S., Business, Employee Labor Relations
Branch Banking and Trust April 2009 - Present
Lehman Brothers October 1998 - October 2008
Barnett Bank 1987 - 1998
Education
University of Louisville 1985 — 1988
MBA, Business, Finance
Miami University 1979 — 1983
B.S., Business, Employee Labor Relations
Tony Mitropoulos's Lehman Brothers Experience 1991 - 1994
Job Independent Venture Capital & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Merrill Lynch March 1996 - June 2008
Lehman Brothers 1991 - 1994
Goldman Sachs 1986 - 1991
Skills
Portfolio Management, Fixed Income, Investments, Asset Allocation, Capital Markets, Private Equity, Asset Management, Series 7, Securities, Alternative Investments, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 1981 — 1983
MBA, Business
Michigan State University 1975 — 1979
BS, Packaging
Merrill Lynch March 1996 - June 2008
Lehman Brothers 1991 - 1994
Goldman Sachs 1986 - 1991
Skills
Portfolio Management, Fixed Income, Investments, Asset Allocation, Capital Markets, Private Equity, Asset Management, Series 7, Securities, Alternative Investments, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 1981 — 1983
MBA, Business
Michigan State University 1975 — 1979
BS, Packaging
Bo Peng's Lehman Brothers Experience 1995 - 2000
Job Partner at a private hedge fund
Industry Financial Services
Experience
a private hedge fund April 2010 - Present
Citigroup April 2006 - February 2010
Citi April 2006 - April 2009
HSBC 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1995 - 2000
Michigan State University 1994 - 1995
Skills
Credit Derivatives, Derivatives, Trading Systems, Hedge Funds, Equities, Trading, Analytics, Fixed Income, Credit Risk, Quantitative Investing, Investment Banking, Quantitative Finance, Trading Strategies, Electronic Trading, Quantitative Analytics, Capital Markets, Financial Markets, Risk Management, Credit, Market Risk, Equity Derivatives, Financial Modeling, Options
Education
Stanford University 1993 — 1994
Postdoctoral, Chemical Physics
Michigan State University 1992 — 1993
Postdoctoral, Chemical Physics
West Virginia University 1987 — 1992
PhD, Chemical Physics
Chinese Academy of Sciences 1983 — 1986
MS, Chemical Physics
Nankai University 1979 — 1983
BS, Chemistry
a private hedge fund April 2010 - Present
Citigroup April 2006 - February 2010
Citi April 2006 - April 2009
HSBC 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1995 - 2000
Michigan State University 1994 - 1995
Skills
Credit Derivatives, Derivatives, Trading Systems, Hedge Funds, Equities, Trading, Analytics, Fixed Income, Credit Risk, Quantitative Investing, Investment Banking, Quantitative Finance, Trading Strategies, Electronic Trading, Quantitative Analytics, Capital Markets, Financial Markets, Risk Management, Credit, Market Risk, Equity Derivatives, Financial Modeling, Options
Education
Stanford University 1993 — 1994
Postdoctoral, Chemical Physics
Michigan State University 1992 — 1993
Postdoctoral, Chemical Physics
West Virginia University 1987 — 1992
PhD, Chemical Physics
Chinese Academy of Sciences 1983 — 1986
MS, Chemical Physics
Nankai University 1979 — 1983
BS, Chemistry
Colleen O'Callaghan's Lehman Brothers Experience December 2000 - May 2008
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
Lehman Brothers December 2000 - May 2008
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Alternative Investments, Securities, Capital Markets, Prime Brokerage, Series 63, Investment Banking, Derivatives, Investments, Electronic Trading, Asset Managment, Wealth Management, Private Equity, Series 24, Securities Lending, Trading Systems, Equity Derivatives
Education
Miami University 1991 — 1995
BA, Political Science and History
Morgan Stanley May 2008 - Present
Lehman Brothers December 2000 - May 2008
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Alternative Investments, Securities, Capital Markets, Prime Brokerage, Series 63, Investment Banking, Derivatives, Investments, Electronic Trading, Asset Managment, Wealth Management, Private Equity, Series 24, Securities Lending, Trading Systems, Equity Derivatives
Education
Miami University 1991 — 1995
BA, Political Science and History
Vince Ramacca's Lehman Brothers Experience February 1993 - April 1995
Job Loan Officer at Silverstone Mortgage
Industry Financial Services
Experience
Silverstone Mortgage January 2004 - Present
Lehman Brothers February 1993 - April 1995
Education
Missouri State University 1975 — 1980
finance, Finance
Silverstone Mortgage January 2004 - Present
Lehman Brothers February 1993 - April 1995
Education
Missouri State University 1975 — 1980
finance, Finance
Frank Iscaro's Lehman Brothers Experience March 1994 - June 1996
Job Director at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch October 2001 - Present
Prudential Investments June 1996 - August 2000
Lehman Brothers March 1994 - June 1996
Bankers Trust March 1988 - March 1994
Skills
SPUFI, Fileaid, Intertest, QMF, COBOL, CLIST, Easytrieve, VSAM, CICS, DB2, Platinum, Vi, Informix, SQL, MS-DOS, Unix, XML, SWIFT payments, C++, Core Java
Education
Montclair State University 1980 — 1984
Bachelor of Science, Computer Science
Bank of America Merrill Lynch October 2001 - Present
Prudential Investments June 1996 - August 2000
Lehman Brothers March 1994 - June 1996
Bankers Trust March 1988 - March 1994
Skills
SPUFI, Fileaid, Intertest, QMF, COBOL, CLIST, Easytrieve, VSAM, CICS, DB2, Platinum, Vi, Informix, SQL, MS-DOS, Unix, XML, SWIFT payments, C++, Core Java
Education
Montclair State University 1980 — 1984
Bachelor of Science, Computer Science
Jeff Uberuaga's Lehman Brothers Experience April 2000 - June 2007
Job Vice President Emerging Market Sales at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2009 - Present
Lehman Brothers April 2000 - June 2007
Education
Middlebury College 1984 — 1988
BA
Goldman Sachs May 2009 - Present
Lehman Brothers April 2000 - June 2007
Education
Middlebury College 1984 — 1988
BA
John Marzonie's Lehman Brothers Experience April 2007 - September 2008
Job Director Fixed Income at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers April 2007 - September 2008
Morgan Stanley November 1997 - April 2007
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Hedge Funds
Education
Michigan State University 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
Credit Suisse September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers April 2007 - September 2008
Morgan Stanley November 1997 - April 2007
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Hedge Funds
Education
Michigan State University 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
Jerry Carabello's Lehman Brothers Experience December 1996 - September 2008
Job Project Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers December 1996 - September 2008
Unified Systems Solutions July 1993 - December 1996
Skills
Sybase, Investment Banking, Trading Systems, SDLC
Education
Montclair State University 1969 — 1973
B.S., Accounting, Business Admin
Barclays Capital September 2008 - Present
Lehman Brothers December 1996 - September 2008
Unified Systems Solutions July 1993 - December 1996
Skills
Sybase, Investment Banking, Trading Systems, SDLC
Education
Montclair State University 1969 — 1973
B.S., Accounting, Business Admin
Helane Becker's Lehman Brothers Experience July 1987 - July 1994
Job Managing Director, Cowen
Industry Financial Services
Experience
Cowen March 2013 - Present
Dahlman Rose & Company July 2010 - March 2013
Jesup & Lamont November 2008 - June 2010
Citi January 2007 - July 2008
The Benchmark Company May 2003 - January 2007
Buckingham Research Group January 1998 - May 2003
Smith Barney December 1994 - November 1997
Lehman Brothers July 1987 - July 1994
Drexel Burnham Lambert 1985 - 1987
Skills
Strategic Planning, Airlines, Air Freight, Aircraft Leasing, Equities, Valuation, Financial Modeling, Trading, Portfolio Management, Equity Research, Mergers, Financial Analysis, Capital Markets, Private Equity, Investment Banking, Investments, Venture Capital, Restructuring, Bloomberg, Fixed Income, Leveraged Finance, Finance, Securities, Mergers & Acquisitions, Hedge Funds, Due Diligence, Equity Valuation, Structured Finance, Emerging Markets, Series 7, Financial Services, Financial Markets, Alternative Investments, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
Montclair State University 1975 — 1979
BA, Speech & Theater, Marketing
Cowen March 2013 - Present
Dahlman Rose & Company July 2010 - March 2013
Jesup & Lamont November 2008 - June 2010
Citi January 2007 - July 2008
The Benchmark Company May 2003 - January 2007
Buckingham Research Group January 1998 - May 2003
Smith Barney December 1994 - November 1997
Lehman Brothers July 1987 - July 1994
Drexel Burnham Lambert 1985 - 1987
Skills
Strategic Planning, Airlines, Air Freight, Aircraft Leasing, Equities, Valuation, Financial Modeling, Trading, Portfolio Management, Equity Research, Mergers, Financial Analysis, Capital Markets, Private Equity, Investment Banking, Investments, Venture Capital, Restructuring, Bloomberg, Fixed Income, Leveraged Finance, Finance, Securities, Mergers & Acquisitions, Hedge Funds, Due Diligence, Equity Valuation, Structured Finance, Emerging Markets, Series 7, Financial Services, Financial Markets, Alternative Investments, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
Montclair State University 1975 — 1979
BA, Speech & Theater, Marketing
Janine (Sena) Heinis, LPC, NCC's Lehman Brothers Experience April 2007 - December 2008
Job Psychotherapist
Industry Individual & Family Services
Experience
TeamUp Counseling September 2014 - Present
Community Psychiatric Institute June 2013 - May 2015
Serv Behavioral Health Systems April 2010 - March 2013
Care Plus NJ June 2009 - January 2010
Mountainside Hospital May 2009 - December 2009
Lehman Brothers April 2007 - December 2008
Skills
Group Therapy, Mental Health, Play Therapy, Interventions, Psychotherapy, Program Development, Mental Health Counseling, Behavioral Health, DSM-IV, CBT, Career Counseling, Therapists, Family Therapy, Motivational..., Counseling Psychology, Social Services, Clinical Supervision, Life Transitions, Crisis, Substance Abuse..., Individual Counselling
Education
Montclair State University 2010 — 2011
Post Masters Certification Program, License in Professional Counseling
Montclair State University 2007 — 2009
Masters, Community Counseling
St. Thomas Aquinas College 2004 — 2006
Bachelors of Science, Social Science
Rider University 2002 — 2004
N/A, Communication Arts
TeamUp Counseling September 2014 - Present
Community Psychiatric Institute June 2013 - May 2015
Serv Behavioral Health Systems April 2010 - March 2013
Care Plus NJ June 2009 - January 2010
Mountainside Hospital May 2009 - December 2009
Lehman Brothers April 2007 - December 2008
Skills
Group Therapy, Mental Health, Play Therapy, Interventions, Psychotherapy, Program Development, Mental Health Counseling, Behavioral Health, DSM-IV, CBT, Career Counseling, Therapists, Family Therapy, Motivational..., Counseling Psychology, Social Services, Clinical Supervision, Life Transitions, Crisis, Substance Abuse..., Individual Counselling
Education
Montclair State University 2010 — 2011
Post Masters Certification Program, License in Professional Counseling
Montclair State University 2007 — 2009
Masters, Community Counseling
St. Thomas Aquinas College 2004 — 2006
Bachelors of Science, Social Science
Rider University 2002 — 2004
N/A, Communication Arts
Pamela Armstrong's Lehman Brothers Experience May 2005 - May 2007
Job Citi Policy Director
Industry Financial Services
Experience
Citi February 2015 - Present
Citi 2011 - January 2015
Credit Suisse 2007 - 2011
Lehman Brothers May 2005 - May 2007
Skills
Policy, Legal Compliance, Anti Money Laundering, Risk Management, Training, Financial Services, Securities, Fixed Income, Due Diligence, Derivatives, Management, Capital Markets, Financial Risk, Investment Banking, AML, Banking
Education
University of Michigan Law School
Doctor of Law (J.D.)
Michigan State University
Bachelor of Arts (B.A.)
Citi February 2015 - Present
Citi 2011 - January 2015
Credit Suisse 2007 - 2011
Lehman Brothers May 2005 - May 2007
Skills
Policy, Legal Compliance, Anti Money Laundering, Risk Management, Training, Financial Services, Securities, Fixed Income, Due Diligence, Derivatives, Management, Capital Markets, Financial Risk, Investment Banking, AML, Banking
Education
University of Michigan Law School
Doctor of Law (J.D.)
Michigan State University
Bachelor of Arts (B.A.)
David Forsyth's Lehman Brothers Experience March 1997 - September 2008
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays May 2011 - Present
Lehman Brothers Holdings Inc. September 2008 - May 2011
Lehman Brothers March 1997 - September 2008
Skills
Liquidity Management, Funding, Account Reconciliation, Collateral Management, Cash Management, Cash Flow Forecasting, SWIFT payments, FX Options, Back Office, Investment Banking, Structured Finance, Fixed Income, Derivatives, Capital Markets
Education
Monmouth University 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Providence College 1991 — 1995
Bachelor's degree, Economics
Barclays May 2011 - Present
Lehman Brothers Holdings Inc. September 2008 - May 2011
Lehman Brothers March 1997 - September 2008
Skills
Liquidity Management, Funding, Account Reconciliation, Collateral Management, Cash Management, Cash Flow Forecasting, SWIFT payments, FX Options, Back Office, Investment Banking, Structured Finance, Fixed Income, Derivatives, Capital Markets
Education
Monmouth University 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Providence College 1991 — 1995
Bachelor's degree, Economics
Tanya Oblak's Lehman Brothers Experience June 2000 - May 2010
Job Director, Investor Relations and Capital Raising
Industry Real Estate
Experience
Rockpoint Group September 2015 - Present
Silverpeak Real Estate Partners May 2010 - September 2015
Lehman Brothers June 2000 - May 2010
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Middlebury College 1992 — 1996
Rockpoint Group September 2015 - Present
Silverpeak Real Estate Partners May 2010 - September 2015
Lehman Brothers June 2000 - May 2010
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Middlebury College 1992 — 1996
Venkat Nandimandalam's Lehman Brothers Experience November 2001 - October 2002
Job Senior Database Administrator at Freddie Mac
Industry Wireless
Experience
Freddie Mac May 2014 - Present
Verizon December 2013 - April 2014
Fannie Mae October 2013 - November 2013
Credit Suisse March 2005 - September 2013
Bear Stearns November 2002 - February 2005
Lehman Brothers November 2001 - October 2002
Merrill Lynch October 2000 - October 2001
JP Morogan April 1999 - September 2000
Lehman Brothers January 1998 - March 1999
Entergy April 1996 - December 1997
Skills
Sybase, Data Warehousing, SDLC, Disaster Recovery, Solaris, Unix, Unix Shell Scripting, Enterprise Architecture, Investment Banking, Business Analysis, ITIL, Database Design, Fixed Income, Microsoft SQL Server, Databases, Trading Systems, Virtualization, ETL, Performance Tuning, Business Continuity
Education
CUNY Lehman college
Master's degree, Computer Science
Monmouth University
Vasavi Engg
Freddie Mac May 2014 - Present
Verizon December 2013 - April 2014
Fannie Mae October 2013 - November 2013
Credit Suisse March 2005 - September 2013
Bear Stearns November 2002 - February 2005
Lehman Brothers November 2001 - October 2002
Merrill Lynch October 2000 - October 2001
JP Morogan April 1999 - September 2000
Lehman Brothers January 1998 - March 1999
Entergy April 1996 - December 1997
Skills
Sybase, Data Warehousing, SDLC, Disaster Recovery, Solaris, Unix, Unix Shell Scripting, Enterprise Architecture, Investment Banking, Business Analysis, ITIL, Database Design, Fixed Income, Microsoft SQL Server, Databases, Trading Systems, Virtualization, ETL, Performance Tuning, Business Continuity
Education
CUNY Lehman college
Master's degree, Computer Science
Monmouth University
Vasavi Engg
Lauren (Joseph) de Castro's Lehman Brothers Experience June 2005 - July 2007
Job Market Planning Manager at Genentech
Industry Biotechnology
Experience
Genentech January 2013 - Present
Bain & Company July 2011 - December 2013
Northwood Investors July 2007 - May 2009
Lehman Brothers June 2005 - July 2007
Skills
Investor Relations, Due Diligence, Start-ups, Management Consulting, Financial Modeling, Strategy, Private Equity, Corporate Development, Healthcare Information...
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Strategy, Business Development
Middlebury College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Genentech January 2013 - Present
Bain & Company July 2011 - December 2013
Northwood Investors July 2007 - May 2009
Lehman Brothers June 2005 - July 2007
Skills
Investor Relations, Due Diligence, Start-ups, Management Consulting, Financial Modeling, Strategy, Private Equity, Corporate Development, Healthcare Information...
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Strategy, Business Development
Middlebury College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Rowan Morris's Lehman Brothers Experience July 2007 - August 2007
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies July 2014 - Present
Gaggyl.com December 2012 - Present
Goldman Sachs April 2010 - December 2012
Barclays Capital September 2008 - April 2010
Lehman Brothers July 2007 - August 2007
Skills
Capital Markets, Leadership, Bloomberg, Fixed Income, Investment Banking, Valuation, Equities, Financial Modeling, Hedge Funds, Emerging Markets, Alternative Investments, Private Equity, Finance, Due Diligence, Investments
Education
Middlebury College 2004 — 2008
Bachelor's degree, Economics
The Hotchkiss School 2001 — 2004
Jefferies July 2014 - Present
Gaggyl.com December 2012 - Present
Goldman Sachs April 2010 - December 2012
Barclays Capital September 2008 - April 2010
Lehman Brothers July 2007 - August 2007
Skills
Capital Markets, Leadership, Bloomberg, Fixed Income, Investment Banking, Valuation, Equities, Financial Modeling, Hedge Funds, Emerging Markets, Alternative Investments, Private Equity, Finance, Due Diligence, Investments
Education
Middlebury College 2004 — 2008
Bachelor's degree, Economics
The Hotchkiss School 2001 — 2004
Brendan Sullivan's Lehman Brothers Experience 2006 - 2008
Job
Industry Investment Management
Experience
Archegos Capital Management 2014 - Present
Square 1 Bank 2012 - 2014
MissionPoint Capital Partners 2008 - 2011
Lehman Brothers 2006 - 2008
Skills
Private Equity, Financial Modeling, Investment Banking, Investments, Valuation, Venture Capital, Equities
Education
Middlebury College 2002 — 2006
B.A., Economics, Political Science
Archegos Capital Management 2014 - Present
Square 1 Bank 2012 - 2014
MissionPoint Capital Partners 2008 - 2011
Lehman Brothers 2006 - 2008
Skills
Private Equity, Financial Modeling, Investment Banking, Investments, Valuation, Venture Capital, Equities
Education
Middlebury College 2002 — 2006
B.A., Economics, Political Science
Connie M Munoz's Lehman Brothers Experience April 1997 - September 1998
Job Business Manager for Jo Malone London
Industry Retail
Experience
Jo Malone London October 2011 - Present
Bonpoint November 2009 - October 2011
Petit Bateau September 2006 - November 2009
Bloomingdale's October 2004 - September 2006
Mellon Financial October 2000 - September 2001
Booz Allen Hamilton February 1999 - January 2000
Royal Bank of Canada September 1998 - January 1999
Lehman Brothers April 1997 - September 1998
Oppenheimer & Co. July 1993 - April 1997
Skills
Microsoft Word, Outlook, Human Resources, Recruiting, Employee Training, Coaching, Sales, Customer Service, Customer Relations, Retail Sales, Operations Management, Finance, Notary Public
Education
Montclair State University 2002 — 2006
BA Psychology, French Minor, Spanish Translation
2002 - Chubb Institute 2002 — 2002
Diploma, Web Design
Katharine Gibbs School 1999 — 2001
A.A.S, Business
Jo Malone London October 2011 - Present
Bonpoint November 2009 - October 2011
Petit Bateau September 2006 - November 2009
Bloomingdale's October 2004 - September 2006
Mellon Financial October 2000 - September 2001
Booz Allen Hamilton February 1999 - January 2000
Royal Bank of Canada September 1998 - January 1999
Lehman Brothers April 1997 - September 1998
Oppenheimer & Co. July 1993 - April 1997
Skills
Microsoft Word, Outlook, Human Resources, Recruiting, Employee Training, Coaching, Sales, Customer Service, Customer Relations, Retail Sales, Operations Management, Finance, Notary Public
Education
Montclair State University 2002 — 2006
BA Psychology, French Minor, Spanish Translation
2002 - Chubb Institute 2002 — 2002
Diploma, Web Design
Katharine Gibbs School 1999 — 2001
A.A.S, Business
Charly Nixon's Lehman Brothers Experience June 2006 - January 2008
Job HR & Development Manager at Louis Vuitton
Industry Luxury Goods & Jewelry
Experience
Louis Vuitton October 2012 - Present
Louis Vuitton October 2009 - October 2013
Louis Vuitton January 2008 - November 2009
Lehman Brothers June 2006 - January 2008
Skills
Luxury Goods, Retail, Fashion, Recruiting, Sourcing, Succession Planning, Talent Management, Talent Acquisition, Visual Merchandising, Employee Engagement, Employee Relations, Training
Education
Middlebury College 2002 — 2006
Bachelor of Arts (B.A.)
Louis Vuitton October 2012 - Present
Louis Vuitton October 2009 - October 2013
Louis Vuitton January 2008 - November 2009
Lehman Brothers June 2006 - January 2008
Skills
Luxury Goods, Retail, Fashion, Recruiting, Sourcing, Succession Planning, Talent Management, Talent Acquisition, Visual Merchandising, Employee Engagement, Employee Relations, Training
Education
Middlebury College 2002 — 2006
Bachelor of Arts (B.A.)
Elliot Wheeler's Lehman Brothers Experience July 2008 - September 2008
Job Associate at Citadel Investment Group
Industry Financial Services
Experience
Citadel LLC February 2014 - Present
Freeman Spogli & Co. August 2011 - January 2014
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - July 2007
Education
Miami University 2004 — 2008
B.S. in Business Administration, Richard T. Farmer School of Business
Rocky River High School 2000 — 2004
Citadel LLC February 2014 - Present
Freeman Spogli & Co. August 2011 - January 2014
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - July 2007
Education
Miami University 2004 — 2008
B.S. in Business Administration, Richard T. Farmer School of Business
Rocky River High School 2000 — 2004
Taina Patmore's Lehman Brothers Experience October 2007 - April 2008
Job Professional Writer For Hire
Industry Writing and Editing
Experience
Taina R. Patmore April 2010 - Present
Honeybourne Studios February 2014 - May 2014
Fatboy Studios, Ltd May 2013 - April 2014
Kaleidoscope Learning March 2012 - March 2014
FQ India March 2013 - August 2013
KY LLC December 2012 - July 2013
Gothic.org December 2012 - May 2013
taylormarek.com April 2012 - November 2012
Lehman Brothers October 2007 - April 2008
Diapers.com July 2007 - April 2008
Skills
Project Management, Multiple Project..., Process Efficiency, Microsoft Office, Mac OS X, Virtual Assistance, Virtual Management, Blogging, Storytelling, Fiction, Articles, Magazine Articles, Creative Non-fiction, Editing, Grammar, Web Content Creation, Ghostwriting, Content Writing, Google Docs, Website Updating, Professional Writing, Corporate Blogging, Writers, Blogger, Book Reviews, Executive Support, Fiction Writing, Spanish, Editorial, Freelance Writing, Short Stories, Non-fiction, MLA style, Rewriting, Content Strategy, Novels
Education
Montclair State University 2004 — 2007
Bachelor of Arts, English, Women's Studies
Matawan Regional High School
Taina R. Patmore April 2010 - Present
Honeybourne Studios February 2014 - May 2014
Fatboy Studios, Ltd May 2013 - April 2014
Kaleidoscope Learning March 2012 - March 2014
FQ India March 2013 - August 2013
KY LLC December 2012 - July 2013
Gothic.org December 2012 - May 2013
taylormarek.com April 2012 - November 2012
Lehman Brothers October 2007 - April 2008
Diapers.com July 2007 - April 2008
Skills
Project Management, Multiple Project..., Process Efficiency, Microsoft Office, Mac OS X, Virtual Assistance, Virtual Management, Blogging, Storytelling, Fiction, Articles, Magazine Articles, Creative Non-fiction, Editing, Grammar, Web Content Creation, Ghostwriting, Content Writing, Google Docs, Website Updating, Professional Writing, Corporate Blogging, Writers, Blogger, Book Reviews, Executive Support, Fiction Writing, Spanish, Editorial, Freelance Writing, Short Stories, Non-fiction, MLA style, Rewriting, Content Strategy, Novels
Education
Montclair State University 2004 — 2007
Bachelor of Arts, English, Women's Studies
Matawan Regional High School
Joe Dasilva's Lehman Brothers Experience December 2006 - September 2008
Job Data and System Specialist at MorrisUnion Jointure Commision
Industry Investment Banking
Experience
Morris-Union Jointure Commision March 2015 - Present
University High School September 2013 - Present
Barclays Capital September 2008 - June 2012
Lehman Brothers December 2006 - September 2008
Lehman Brothers September 1999 - December 2006
Bridge Information Systems July 1995 - April 1999
Micrognosis, Inc May 1994 - July 1995
AT&T Labs, Inc. September 1989 - May 1994
Education
Montclair State University 2012 — 2013
Master's Degree, Education
Stevens Institute of Technology 1984 — 1993
Master's Degree, Management Information Systems
Stevens Institute of Technology
Bachelor's Degree, Electrical Engineering
Morris-Union Jointure Commision March 2015 - Present
University High School September 2013 - Present
Barclays Capital September 2008 - June 2012
Lehman Brothers December 2006 - September 2008
Lehman Brothers September 1999 - December 2006
Bridge Information Systems July 1995 - April 1999
Micrognosis, Inc May 1994 - July 1995
AT&T Labs, Inc. September 1989 - May 1994
Education
Montclair State University 2012 — 2013
Master's Degree, Education
Stevens Institute of Technology 1984 — 1993
Master's Degree, Management Information Systems
Stevens Institute of Technology
Bachelor's Degree, Electrical Engineering
Barbara Muller's Lehman Brothers Experience 1994 - 2001
Job Senior Manager, Operations at BMO Capital Markets
Industry Investment Banking
Experience
Bank of Montreal Capital Markets Corp April 2010 - Present
BMO Capital Markets 2010 - Present
VERAPOINT PARTNERS, LLC July 2009 - April 2010
BARCLAYS CAPITAL/LEHMAN BROTHERS, INC January 2001 - January 2009
Lehman Brothers 1994 - 2001
Lehman Brothers January 1992 - January 1994
Skills
Investment Banking, Capital Markets, Equities, Bloomberg, Hedge Funds, Fixed Income
Education
Monmouth University
Bachelor of Applied Science (B.A.Sc.), Minor in Marketing
Monmouth University
Bachelor of Science, Business Administration
Bank of Montreal Capital Markets Corp April 2010 - Present
BMO Capital Markets 2010 - Present
VERAPOINT PARTNERS, LLC July 2009 - April 2010
BARCLAYS CAPITAL/LEHMAN BROTHERS, INC January 2001 - January 2009
Lehman Brothers 1994 - 2001
Lehman Brothers January 1992 - January 1994
Skills
Investment Banking, Capital Markets, Equities, Bloomberg, Hedge Funds, Fixed Income
Education
Monmouth University
Bachelor of Applied Science (B.A.Sc.), Minor in Marketing
Monmouth University
Bachelor of Science, Business Administration
Kim (Bazylewicz) Forgione's Lehman Brothers Experience 1997 - 1999
Job Manager, Clinical Trials Office at Hackensack University Medical Center
Industry Research
Experience
Hackensack University Medical Center July 2015 - Present
Hackensack University Medical Center May 2014 - June 2015
The Rockefeller University January 2007 - May 2014
St. Vincent Hospital 2006 - 2007
Cardiovascular Research Foundation 2005 - 2006
Memorial Sloan-Kettering Cancer Center 1999 - 2005
Lehman Brothers 1997 - 1999
Skills
Human Subjects..., Informed Consent, Clinical Trials, GCP, Clinical Study Design, Project Management, Auditing, Clinical Monitoring, Compliance, Medical Writing, Human Subjects Research, Protocol Design, Manuscript Development, Family Therapy, Healthcare, Child Development
Education
Villanova University 1990 — 1994
Bachelor of Arts (B.A.), Human Services
Montclair State University 2013 — 2015
Master of Arts (MA), Child and Family Studies, MA
Hackensack University Medical Center July 2015 - Present
Hackensack University Medical Center May 2014 - June 2015
The Rockefeller University January 2007 - May 2014
St. Vincent Hospital 2006 - 2007
Cardiovascular Research Foundation 2005 - 2006
Memorial Sloan-Kettering Cancer Center 1999 - 2005
Lehman Brothers 1997 - 1999
Skills
Human Subjects..., Informed Consent, Clinical Trials, GCP, Clinical Study Design, Project Management, Auditing, Clinical Monitoring, Compliance, Medical Writing, Human Subjects Research, Protocol Design, Manuscript Development, Family Therapy, Healthcare, Child Development
Education
Villanova University 1990 — 1994
Bachelor of Arts (B.A.), Human Services
Montclair State University 2013 — 2015
Master of Arts (MA), Child and Family Studies, MA
Brian Critchley's Lehman Brothers Experience July 2006 - September 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2010 - Present
Barclays September 2008 - April 2010
Lehman Brothers July 2006 - September 2008
AIG August 2003 - July 2006
Skills
Microsoft Excel, PowerPoint, RWA, Balance Sheet, Business Analysis..., Accounting, Derivatives, Futures & Options, Clearing Houses, Credit Risk
Education
Montclair State University 1999 — 2002
Bachelor of Arts (BA), English Language and Literature, General
J.P. Morgan September 2010 - Present
Barclays September 2008 - April 2010
Lehman Brothers July 2006 - September 2008
AIG August 2003 - July 2006
Skills
Microsoft Excel, PowerPoint, RWA, Balance Sheet, Business Analysis..., Accounting, Derivatives, Futures & Options, Clearing Houses, Credit Risk
Education
Montclair State University 1999 — 2002
Bachelor of Arts (BA), English Language and Literature, General
Frank D'Alisera's Lehman Brothers Experience 2002 - 2004
Job Field Engineer at Reliance Globalcom
Industry Telecommunications
Experience
Reliance Globalcom April 2006 - Present
Lehman Brothers 2002 - 2004
Telergy 1997 - 2001
Education
Mohawk Valley Community College
Reliance Globalcom April 2006 - Present
Lehman Brothers 2002 - 2004
Telergy 1997 - 2001
Education
Mohawk Valley Community College
Gregory Compa's Lehman Brothers Experience April 2007 - September 2008
Job Chief Compliance Officer, SEF at ICAP
Industry Financial Services
Experience
ICAP December 2012 - Present
Barclays May 2010 - December 2012
Morgan Stanley September 2008 - May 2010
Lehman Brothers April 2007 - September 2008
Commodity Futures Trading Commission August 2001 - April 2007
Skills
Capital Markets, Commodity, Derivatives, Financial Regulation, Futures, Corporate Governance, AML, Dodd-Frank, Financial Services, Financial Markets, Securities Regulation
Education
Pace University School of Law 1998 — 2001
Doctor of Law (JD)
Monmouth University 1994 — 1998
Bachelor of Arts (BA), History
ICAP December 2012 - Present
Barclays May 2010 - December 2012
Morgan Stanley September 2008 - May 2010
Lehman Brothers April 2007 - September 2008
Commodity Futures Trading Commission August 2001 - April 2007
Skills
Capital Markets, Commodity, Derivatives, Financial Regulation, Futures, Corporate Governance, AML, Dodd-Frank, Financial Services, Financial Markets, Securities Regulation
Education
Pace University School of Law 1998 — 2001
Doctor of Law (JD)
Monmouth University 1994 — 1998
Bachelor of Arts (BA), History
Brian Shaughnessy's Lehman Brothers Experience April 2000 - August 2008
Job Managing Director, Berkeley Research Group, BRG Capstone Capital Markets
Industry Financial Services
Experience
Berkeley Research Group LLC March 2015 - Present
Garrison Investment Group August 2008 - March 2015
Lehman Brothers April 2000 - August 2008
The CIT Group February 1996 - April 2000
PNC Bank / Midlantic Bank January 1994 - February 1996
First Fidelity Bank February 1988 - December 1993
Skills
Private Equity, Loans, Real Estate, Hedge Funds, Fixed Income, Investment Banking, Equities, Capital Markets, Asset Management, Due Diligence, Portfolio Management, Valuation, Structured Finance, Financial Structuring, Mergers & Acquisitions, Investments, Leveraged Finance, Financial Modeling
Education
Rutgers University 1984 — 1988
Bachelor of Science (B.S.), Business Management
Monmouth University 1992 — 1994
Master of Business Administration (M.B.A.), Concentration in Finance
Berkeley Research Group LLC March 2015 - Present
Garrison Investment Group August 2008 - March 2015
Lehman Brothers April 2000 - August 2008
The CIT Group February 1996 - April 2000
PNC Bank / Midlantic Bank January 1994 - February 1996
First Fidelity Bank February 1988 - December 1993
Skills
Private Equity, Loans, Real Estate, Hedge Funds, Fixed Income, Investment Banking, Equities, Capital Markets, Asset Management, Due Diligence, Portfolio Management, Valuation, Structured Finance, Financial Structuring, Mergers & Acquisitions, Investments, Leveraged Finance, Financial Modeling
Education
Rutgers University 1984 — 1988
Bachelor of Science (B.S.), Business Management
Monmouth University 1992 — 1994
Master of Business Administration (M.B.A.), Concentration in Finance
Jed McDonald's Lehman Brothers Experience July 2008 - September 2008
Job Manager, Client Engagement at Simple Energy
Industry Utilities
Experience
Simple Energy 2015 - 2015
ARPA-E June 2014 - August 2014
Beacon Hill Capital 2012 - 2013
Forest Capital Partners August 2011 - August 2012
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Skills
Financial Modeling, Business Development, Financial Analysis, Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2004 — 2008
Bachelor's Degree, Economics
Simple Energy 2015 - 2015
ARPA-E June 2014 - August 2014
Beacon Hill Capital 2012 - 2013
Forest Capital Partners August 2011 - August 2012
Barclays Capital September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Skills
Financial Modeling, Business Development, Financial Analysis, Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2004 — 2008
Bachelor's Degree, Economics
Christine Carolan's Lehman Brothers Experience July 2006 - December 2006
Job Executive Assistant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2013 - Present
CME Group October 2012 - January 2013
Barclays April 2011 - January 2012
U.S. Trust Bank of America Private Wealth Management December 2006 - March 2011
Lehman Brothers July 2006 - December 2006
Willis April 2005 - July 2006
JPMorgan Chase & Co. September 1988 - April 2005
Education
Middlesex County College 2012 — 2012
Computerized Accounting, Microsoft Office and Accounting, A-
Cornell University 2005 — 2006
Business Writing and Public Speaking
Curtis High School 1979 — 1983
High School Diploma
TD Ameritrade February 2013 - Present
CME Group October 2012 - January 2013
Barclays April 2011 - January 2012
U.S. Trust Bank of America Private Wealth Management December 2006 - March 2011
Lehman Brothers July 2006 - December 2006
Willis April 2005 - July 2006
JPMorgan Chase & Co. September 1988 - April 2005
Education
Middlesex County College 2012 — 2012
Computerized Accounting, Microsoft Office and Accounting, A-
Cornell University 2005 — 2006
Business Writing and Public Speaking
Curtis High School 1979 — 1983
High School Diploma
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS