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
Lehman Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lehman Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Jennifer Phillips Jennifer Phillips's Lehman Brothers Experience 2003 - 2004
Job Managing Director, Private Securities Group at SharesPost
Industry Financial Services
Experience
SharesPost May 2013 - Present
Silver Lake Waterman 2012 - 2013
Yoga Works 2011 - 2012
Jefferies & Company 2010 - 2011
Merrill Lynch, Bank of America 2007 - 2010
Merrill Lynch 2004 - 2007
Lehman Brothers 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Investments, Banking, Business Planning, Business Strategy, Management, Analysis, Private Equity, Fixed Income, Strategy, Series 7, Series 63, Equity Capital Markets, Relationship Management, Alternative Investments, Equities, Trading, Valuation
Education
Northeastern University 1999 — 2003
Bachelor of Science, Business Administration, Finance
SharesPost May 2013 - Present
Silver Lake Waterman 2012 - 2013
Yoga Works 2011 - 2012
Jefferies & Company 2010 - 2011
Merrill Lynch, Bank of America 2007 - 2010
Merrill Lynch 2004 - 2007
Lehman Brothers 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Investments, Banking, Business Planning, Business Strategy, Management, Analysis, Private Equity, Fixed Income, Strategy, Series 7, Series 63, Equity Capital Markets, Relationship Management, Alternative Investments, Equities, Trading, Valuation
Education
Northeastern University 1999 — 2003
Bachelor of Science, Business Administration, Finance
Shazia Nelson Shazia Nelson's Lehman Brothers Experience 2005 - 2008
Job House Manager at Nelson Headquarters
Industry Medical Devices
Experience
Nelson Headquarters April 2012 - Present
Edwards Lifesciences December 2008 - April 2012
Lehman Brothers 2005 - 2008
BNC Mortgage 2004 - 2005
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Outlook, Visio, Spreadsheets, Event Planning
Education
Northern Arizona University
B.A., Liberal Studies, Zoology
Nelson Headquarters April 2012 - Present
Edwards Lifesciences December 2008 - April 2012
Lehman Brothers 2005 - 2008
BNC Mortgage 2004 - 2005
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Outlook, Visio, Spreadsheets, Event Planning
Education
Northern Arizona University
B.A., Liberal Studies, Zoology
Ryan Begelman's Lehman Brothers Experience June 2004 - August 2004
Job Bisnow Media Vice Chairman & Summit CoFounder
Industry Publishing
Experience
Bisnow Media November 2008 - Present
Summit August 2008 - Present
The Carlyle Group August 2006 - November 2008
Deutsche Bank June 2005 - August 2006
Deutsche Bank June 2005 - August 2005
Lehman Brothers June 2004 - August 2004
Skills
Financial Modeling, Strategic Planning, Private Equity, Online Advertising, Marketing Strategy, Salesforce.com, Due Diligence, Social Networking, Research, Strategy, Investment Banking, Analytics, Management, Event Management, Event Planning, Business Strategy, Investments, Leadership
Education
Northwestern University 2001 — 2004
Bachelor of Arts, History
Bullis School 1991 — 2001
Bisnow Media November 2008 - Present
Summit August 2008 - Present
The Carlyle Group August 2006 - November 2008
Deutsche Bank June 2005 - August 2006
Deutsche Bank June 2005 - August 2005
Lehman Brothers June 2004 - August 2004
Skills
Financial Modeling, Strategic Planning, Private Equity, Online Advertising, Marketing Strategy, Salesforce.com, Due Diligence, Social Networking, Research, Strategy, Investment Banking, Analytics, Management, Event Management, Event Planning, Business Strategy, Investments, Leadership
Education
Northwestern University 2001 — 2004
Bachelor of Arts, History
Bullis School 1991 — 2001
Elizabeth Tierney Elizabeth Tierney's Lehman Brothers Experience June 2006 - September 2008
Job Senior Sales Associate Neuberger Berman Wealth Management
Industry Financial Services
Experience
Neuberger Berman July 2010 - February 2015
Barclays Wealth September 2008 - July 2010
Lehman Brothers June 2006 - September 2008
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Equities, series 66, Alternative Investments, Financial Analysis, Investments, Mutual Funds
Education
Northeastern University 2001 — 2006
Bachelor's of Science in Business Administration, Finance and Marketing
Neuberger Berman July 2010 - February 2015
Barclays Wealth September 2008 - July 2010
Lehman Brothers June 2006 - September 2008
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Equities, series 66, Alternative Investments, Financial Analysis, Investments, Mutual Funds
Education
Northeastern University 2001 — 2006
Bachelor's of Science in Business Administration, Finance and Marketing
Cory McShea Cory McShea's Lehman Brothers Experience January 2008 - September 2008
Job Associate at Nomura Securities
Industry Financial Services
Experience
Nomura Securities June 2009 - Present
Barclays Investment Bank September 2008 - June 2009
Lehman Brothers January 2008 - September 2008
Skills
Middle Office, Equities, Series 7, Operational Risk..., Risk Management, Operational Risk, AML, FINRA
Education
Northeastern University 2001 — 2006
Bachelor of Business Administration (BBA), Finance, General
Nomura Securities June 2009 - Present
Barclays Investment Bank September 2008 - June 2009
Lehman Brothers January 2008 - September 2008
Skills
Middle Office, Equities, Series 7, Operational Risk..., Risk Management, Operational Risk, AML, FINRA
Education
Northeastern University 2001 — 2006
Bachelor of Business Administration (BBA), Finance, General
Peter Abels's Lehman Brothers Experience July 2000 - July 2004
Job Director, Direct Sales
Industry Wireless
Experience
GreatCall November 2010 - Present
Experian June 2006 - October 2010
E*TRADE Financial Corporation July 2004 - June 2006
Lehman Brothers July 2000 - July 2004
Skills
P&L, Performance Management, Direct Sales, Call Center, Sales Management, Customer Service, Process Improvement, Analytics, Quality Assurance, New Business Development, Media Planning, Direct Marketing, Call Center Development, Sales Compensation, Employee Relations, Training & Development, Vendor Management, Client Relations Skills, Coaching, Training, Project Management, Call Centers, Leadership, Cross-functional Team..., Management, Employee Training
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
University of Northumbria at Newcastle 1981 — 1984
HND, Business Administration and Management, General
GreatCall November 2010 - Present
Experian June 2006 - October 2010
E*TRADE Financial Corporation July 2004 - June 2006
Lehman Brothers July 2000 - July 2004
Skills
P&L, Performance Management, Direct Sales, Call Center, Sales Management, Customer Service, Process Improvement, Analytics, Quality Assurance, New Business Development, Media Planning, Direct Marketing, Call Center Development, Sales Compensation, Employee Relations, Training & Development, Vendor Management, Client Relations Skills, Coaching, Training, Project Management, Call Centers, Leadership, Cross-functional Team..., Management, Employee Training
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
University of Northumbria at Newcastle 1981 — 1984
HND, Business Administration and Management, General
Caio de Oliveira Santos Caio de Oliveira Santos's Lehman Brothers Experience April 2008 - September 2008
Job Revenue Management at The Kraft Heinz Company
Industry Food & Beverages
Experience
The Kraft Heinz Company August 2015 - Present
H.J. Heinz Company June 2015 - August 2015
Cole Haan June 2014 - August 2014
Hypermarcas S/A February 2012 - August 2013
Hypermarcas S/A September 2011 - January 2012
Hypermarcas S/A November 2010 - August 2011
Hypermarcas S/A January 2010 - October 2010
Lehman Brothers April 2008 - September 2008
Argent Partners July 2007 - December 2007
Skills
Strategic Planning, Business Strategy, Budgets, Marketing Strategy, Market Intelligence, Strategic Financial..., Forecasting, Market Research, Financial Modeling, Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Management and Strategy, Marketing
Escola Politécnica da Universidade de São Paulo 2004 — 2010
Bachelor of Engineering (B.E.), Mining and Mineral Engineering
The Kraft Heinz Company August 2015 - Present
H.J. Heinz Company June 2015 - August 2015
Cole Haan June 2014 - August 2014
Hypermarcas S/A February 2012 - August 2013
Hypermarcas S/A September 2011 - January 2012
Hypermarcas S/A November 2010 - August 2011
Hypermarcas S/A January 2010 - October 2010
Lehman Brothers April 2008 - September 2008
Argent Partners July 2007 - December 2007
Skills
Strategic Planning, Business Strategy, Budgets, Marketing Strategy, Market Intelligence, Strategic Financial..., Forecasting, Market Research, Financial Modeling, Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Management and Strategy, Marketing
Escola Politécnica da Universidade de São Paulo 2004 — 2010
Bachelor of Engineering (B.E.), Mining and Mineral Engineering
Sean Fitzgerald, CFA Sean Fitzgerald, CFA's Lehman Brothers Experience May 2004 - October 2008
Job Chief Operating Officer & Interim CFO at GenSight
Industry Computer Software
Experience
GenSight February 2015 - Present
EverFi July 2012 - January 2015
Personal Finance Teacher, LLC April 2012 - July 2012
The Noble Network of Charter Schools August 2009 - July 2012
Lehman Brothers May 2004 - October 2008
Bank of America June 2000 - May 2004
Education
Northwestern University 2009 — 2011
MASTER OF SCIENCE, EDUCATION AND SOCIAL POLICY
Washington University in St. Louis 1998 — 2000
MASTER OF SCIENCE, BUSINESS ADMINISTRATION
Washington University in St. Louis 1995 — 1997
BACHELOR OF SCIENCE, MECHANICAL ENGINEERING
GenSight February 2015 - Present
EverFi July 2012 - January 2015
Personal Finance Teacher, LLC April 2012 - July 2012
The Noble Network of Charter Schools August 2009 - July 2012
Lehman Brothers May 2004 - October 2008
Bank of America June 2000 - May 2004
Education
Northwestern University 2009 — 2011
MASTER OF SCIENCE, EDUCATION AND SOCIAL POLICY
Washington University in St. Louis 1998 — 2000
MASTER OF SCIENCE, BUSINESS ADMINISTRATION
Washington University in St. Louis 1995 — 1997
BACHELOR OF SCIENCE, MECHANICAL ENGINEERING
Khloé U. Karova, CERTIFIED FINANCIAL PLANNER™ Khloé U. Karova, CERTIFIED FINANCIAL PLANNER™'s Lehman Brothers Experience March 2006 - September 2008
Job Founder and President at Modern Capital Concepts, Inc. a benefit corporation (bcorp)
Industry Financial Services
Experience
Modern Capital Concepts, Inc. December 2013 - Present
Edward Jones January 2010 - December 2013
Lehman Brothers March 2006 - September 2008
Townsend Analytics January 2001 - February 2006
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA with Honors, International Economics
Northwestern University 1990 — 1994
B.A., Art History, Organizational Behavior
Modern Capital Concepts, Inc. December 2013 - Present
Edward Jones January 2010 - December 2013
Lehman Brothers March 2006 - September 2008
Townsend Analytics January 2001 - February 2006
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA with Honors, International Economics
Northwestern University 1990 — 1994
B.A., Art History, Organizational Behavior
John Faig, CFA John Faig, CFA's Lehman Brothers Experience 1995 - 1996
Job
Industry Education Management
Experience
St. Patrick's Episcopal Day School June 2014 - Present
King Low Heywood Thomas 2005 - Present
FUTURE 5 2013 - 2014
Viant Group 2003 - 2004
American Express/IDS 1999 - 2002
PaineWebber/UBS 1996 - 1998
Lehman Brothers 1995 - 1996
META Group 1992 - 1995
GW&K 1988 - 1992
Skills
Equity Research, Quantitative Investing, Portfolio Management, Teaching, Curriculum Design, Instructional Design, Instructional Technology, Differentiated..., Educational Technology, Investment Banking, Investments, Hedge Funds, Private Equity, Classroom, Quantitative Research, Technological Innovation, Educational Leadership, Programming, Software Development, Public Speaking, Moodle, Equities, Curriculum Development, Strategic Planning, Technology Integration, Tutoring, Staff Development
Education
The Johns Hopkins University 2013 — 2017
Master of Science (M.Sc.)
Teachers College of Columbia University 2009 — 2012
Master of Arts (M.A.)
Northeastern University 1983 — 1988
Bachelor of Science (B.Sc.)
Columbia High School 1979 — 1983
High School Diploma
St. Patrick's Episcopal Day School June 2014 - Present
King Low Heywood Thomas 2005 - Present
FUTURE 5 2013 - 2014
Viant Group 2003 - 2004
American Express/IDS 1999 - 2002
PaineWebber/UBS 1996 - 1998
Lehman Brothers 1995 - 1996
META Group 1992 - 1995
GW&K 1988 - 1992
Skills
Equity Research, Quantitative Investing, Portfolio Management, Teaching, Curriculum Design, Instructional Design, Instructional Technology, Differentiated..., Educational Technology, Investment Banking, Investments, Hedge Funds, Private Equity, Classroom, Quantitative Research, Technological Innovation, Educational Leadership, Programming, Software Development, Public Speaking, Moodle, Equities, Curriculum Development, Strategic Planning, Technology Integration, Tutoring, Staff Development
Education
The Johns Hopkins University 2013 — 2017
Master of Science (M.Sc.)
Teachers College of Columbia University 2009 — 2012
Master of Arts (M.A.)
Northeastern University 1983 — 1988
Bachelor of Science (B.Sc.)
Columbia High School 1979 — 1983
High School Diploma
Neal Taparia Neal Taparia's Lehman Brothers Experience 2006 - 2008
Job CoCEO of Imagine Easy Solutions
Industry Internet
Experience
Imagine Easy Solutions February 2001 - Present
Forbes July 2014 - Present
Techstars September 2014 - October 2014
Lehman Brothers 2006 - 2008
Skills
Social Media Marketing, Entrepreneurship, Online Marketing, New Business Development, Product Development, Strategic Planning, Marketing Strategy, Social Media, Customer Service, Management, Online Advertising, Microsoft Office, Email Marketing, Digital Marketing, Start-ups, Negotiation, Customer Relations, Growth Strategies, Marketing, Mergers & Acquisitions, Private Equity, Financial Modeling
Education
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Religion
Imagine Easy Solutions February 2001 - Present
Forbes July 2014 - Present
Techstars September 2014 - October 2014
Lehman Brothers 2006 - 2008
Skills
Social Media Marketing, Entrepreneurship, Online Marketing, New Business Development, Product Development, Strategic Planning, Marketing Strategy, Social Media, Customer Service, Management, Online Advertising, Microsoft Office, Email Marketing, Digital Marketing, Start-ups, Negotiation, Customer Relations, Growth Strategies, Marketing, Mergers & Acquisitions, Private Equity, Financial Modeling
Education
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Religion
Andrew Hwang's Lehman Brothers Experience June 2005 - August 2005
Job Deputy COO, Strategy & Special Initiatives for Citadel LLC
Industry Capital Markets
Experience
Citadel LLC July 2010 - Present
McKinsey & Company, Inc. August 2006 - July 2010
Lehman Brothers June 2005 - August 2005
JPMorgan Chase August 2002 - August 2004
The Boston Consulting Group September 2000 - June 2002
Skills
Business Strategy, Project Implementation, Financial Analysis, Strategy, Valuation, Due Diligence, Corporate Finance, Hedge Funds, Asset Managment, Consulting, New Business Development, Financial Modeling, Management Consulting, Corporate Development, Equities, Asset Management, Business Development, Management
Education
Kellogg School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
Northwestern University 1995 — 2000
Bachelor of Science (BS)
Citadel LLC July 2010 - Present
McKinsey & Company, Inc. August 2006 - July 2010
Lehman Brothers June 2005 - August 2005
JPMorgan Chase August 2002 - August 2004
The Boston Consulting Group September 2000 - June 2002
Skills
Business Strategy, Project Implementation, Financial Analysis, Strategy, Valuation, Due Diligence, Corporate Finance, Hedge Funds, Asset Managment, Consulting, New Business Development, Financial Modeling, Management Consulting, Corporate Development, Equities, Asset Management, Business Development, Management
Education
Kellogg School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
Northwestern University 1995 — 2000
Bachelor of Science (BS)
Chad Alfano Chad Alfano's Lehman Brothers Experience 2003 - 2004
Job Orthopaedic Trauma Sales Representative at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew January 2013 - Present
Medical Sales College April 2012 - June 2012
Premier Home Mortgage September 2004 - March 2012
Lydian Mortgage August 2006 - August 2007
Lehman Brothers 2003 - 2004
Webster Bank 2002 - 2003
Progressive Lending 1999 - 2002
Skills
Consultative Selling, B2B Selling, B2C Selling, Solutions Sales, New Business Development, P&L Management, Operations Management, Team Building, Team Leadership, Territory Management, Account Management, Client Relationship..., Market Identification, Market Analysis, Market Penetration, Strategic Planning, Tactical Sales, Selling Strategies, Product Management, Budget Development, Budget Management, Forecasting, Sales Presentations, Communication, Customer Education, Training & Development, Sales Process
Education
Medical Sales College
Orthopaedic Reconstruction & Trauma
Northern Arizona University
BAS, Administration
Smith & Nephew January 2013 - Present
Medical Sales College April 2012 - June 2012
Premier Home Mortgage September 2004 - March 2012
Lydian Mortgage August 2006 - August 2007
Lehman Brothers 2003 - 2004
Webster Bank 2002 - 2003
Progressive Lending 1999 - 2002
Skills
Consultative Selling, B2B Selling, B2C Selling, Solutions Sales, New Business Development, P&L Management, Operations Management, Team Building, Team Leadership, Territory Management, Account Management, Client Relationship..., Market Identification, Market Analysis, Market Penetration, Strategic Planning, Tactical Sales, Selling Strategies, Product Management, Budget Development, Budget Management, Forecasting, Sales Presentations, Communication, Customer Education, Training & Development, Sales Process
Education
Medical Sales College
Orthopaedic Reconstruction & Trauma
Northern Arizona University
BAS, Administration
Daniel Aregoni Daniel Aregoni's Lehman Brothers Experience May 1989 - February 1990
Job Brand & Financial Ambassador at Saigon Sisters
Industry Restaurants
Experience
Saigon Sisters December 2009 - Present
Aregoni International, LLC 2002 - Present
Merrill Lynch May 1990 - June 2004
US Navy Reserve June 1986 - June 1990
Lehman Brothers May 1989 - February 1990
CME Group May 1988 - August 1988
Skills
Customer Engagement, Customer Service, Customer Experience, Customer Retention, Brand Loyalty, Marketing, Integrated Marketing, E-commerce, Graphic Design, Web Development, Branding & Identity, Multimedia, Web Marketing, Wealth Management, Entrepreneurship, Marketing Strategy, Food & Beverage, Food Service, Brand Awareness, Electronic Trading, FX Hedging, Trading, Wealth Accumulation..., Brand Development, B2B Marketing, Relationship Marketing, Brand Management, Customer Acquisition, Management, Social Media, Leadership, Strategic Planning, Social Media Marketing, Event Planning, Sales, Public Speaking, Advertising, Public Relations, Social Networking, Event Management
Education
Northern Michigan University 1984 — 1989
Bachelor of Applied Science (BASc), Finance and Financial Management Services
WIC
Saigon Sisters December 2009 - Present
Aregoni International, LLC 2002 - Present
Merrill Lynch May 1990 - June 2004
US Navy Reserve June 1986 - June 1990
Lehman Brothers May 1989 - February 1990
CME Group May 1988 - August 1988
Skills
Customer Engagement, Customer Service, Customer Experience, Customer Retention, Brand Loyalty, Marketing, Integrated Marketing, E-commerce, Graphic Design, Web Development, Branding & Identity, Multimedia, Web Marketing, Wealth Management, Entrepreneurship, Marketing Strategy, Food & Beverage, Food Service, Brand Awareness, Electronic Trading, FX Hedging, Trading, Wealth Accumulation..., Brand Development, B2B Marketing, Relationship Marketing, Brand Management, Customer Acquisition, Management, Social Media, Leadership, Strategic Planning, Social Media Marketing, Event Planning, Sales, Public Speaking, Advertising, Public Relations, Social Networking, Event Management
Education
Northern Michigan University 1984 — 1989
Bachelor of Applied Science (BASc), Finance and Financial Management Services
WIC
Arnold Sowa Arnold Sowa's Lehman Brothers Experience 1989 - 1989
Job Senior Vice President & CPO at MetLife
Industry Financial Services
Experience
MetLife October 2012 - Present
Bridgewater Associates February 2010 - April 2012
Ally Financial Inc. February 2009 - January 2010
Capital One 2002 - 2008
Department of Treasury 2002 - 2002
MicroStrategy 2000 - 2001
The World Bank 1993 - 2000
McKinsey & Company 1990 - 1993
Lehman Brothers 1989 - 1989
World Food Programme 1985 - 1988
Education
Stanford University Graduate School of Business
MBA, Finance
Stanford University
MA, Applied Economics
Northwestern University
BS, Chemical Engineering
MetLife October 2012 - Present
Bridgewater Associates February 2010 - April 2012
Ally Financial Inc. February 2009 - January 2010
Capital One 2002 - 2008
Department of Treasury 2002 - 2002
MicroStrategy 2000 - 2001
The World Bank 1993 - 2000
McKinsey & Company 1990 - 1993
Lehman Brothers 1989 - 1989
World Food Programme 1985 - 1988
Education
Stanford University Graduate School of Business
MBA, Finance
Stanford University
MA, Applied Economics
Northwestern University
BS, Chemical Engineering
Andrew Dillenburg Andrew Dillenburg's Lehman Brothers Experience July 2002 - May 2003
Job Real Estate Investment Professional
Industry Real Estate
Experience
Singerman Real Estate Opportunity Fund June 2015 - August 2015
Zeller Realty Group November 2014 - April 2015
TerraForge Communities October 2013 - October 2014
Lehman Brothers Holdings Inc. September 2009 - December 2009
Lehman Brothers Real Estate Private Equity May 2003 - July 2009
Lehman Brothers July 2002 - May 2003
Skills
Due Diligence, Real Estate Financing, Acquisitions, Deal Structuring, Underwriting, Financial Modeling, Documentation
Education
Northwestern University 1998 — 2002
BA, Economics / Math Methods in the Social Sciences, Cum Laude
Singerman Real Estate Opportunity Fund June 2015 - August 2015
Zeller Realty Group November 2014 - April 2015
TerraForge Communities October 2013 - October 2014
Lehman Brothers Holdings Inc. September 2009 - December 2009
Lehman Brothers Real Estate Private Equity May 2003 - July 2009
Lehman Brothers July 2002 - May 2003
Skills
Due Diligence, Real Estate Financing, Acquisitions, Deal Structuring, Underwriting, Financial Modeling, Documentation
Education
Northwestern University 1998 — 2002
BA, Economics / Math Methods in the Social Sciences, Cum Laude
William Medley, CFA William Medley, CFA's Lehman Brothers Experience September 2005 - August 2006
Job BNY Mellon Marketing and Distribution RIA
Industry Banking
Experience
BNY Mellon February 2014 - Present
Bank of America November 2010 - July 2013
Citigroup Inc September 2006 - October 2010
Lehman Brothers September 2005 - August 2006
Lazard Freres and Co., LLC October 2001 - August 2005
Skills
Chartered Financial..., Valuation, Credit Derivatives, Bonds, Financial Reporting, Investments, Portfolio Management, Structured Products, Loans, Trading, Hedging, Credit, Capital Markets, Accounting, CDS, Options, Fixed Income, Derivatives, Securities, Alternative Investments, Equities, FX Options, Swaps
Education
Northeastern University
Bachelor of Science, Business Administration; Accounting, Finance
BNY Mellon February 2014 - Present
Bank of America November 2010 - July 2013
Citigroup Inc September 2006 - October 2010
Lehman Brothers September 2005 - August 2006
Lazard Freres and Co., LLC October 2001 - August 2005
Skills
Chartered Financial..., Valuation, Credit Derivatives, Bonds, Financial Reporting, Investments, Portfolio Management, Structured Products, Loans, Trading, Hedging, Credit, Capital Markets, Accounting, CDS, Options, Fixed Income, Derivatives, Securities, Alternative Investments, Equities, FX Options, Swaps
Education
Northeastern University
Bachelor of Science, Business Administration; Accounting, Finance
Karen Garza Karen Garza's Lehman Brothers Experience 2001 - 2002
Job Director Affiliates at Lehman Brothers Holdings Inc.
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. February 2013 - Present
Loughlin Management Partners + Co (LM+Co) 2003 - 2013
Lehman Brothers 2001 - 2002
ABN AMRO 1997 - 2000
Hewitt Associates 1996 - 1997
Skills
Lean Six Sigma, Lean Six Sigma Certified, Restructuring, Valuation, Corporate Finance, Investment Banking, Due Diligence, Financial Modeling, Private Equity, Mergers, Fixed Income, Portfolio Management, Leveraged Finance, Financial Analysis, Credit Analysis, Business Valuation, Hedge Funds, Structured Finance, Special Situations
Education
The University of Chicago 1998 — 2001
MBA, Finance, Economics, International Business
Northwestern University 1992 — 1996
BA, Economics, Political Science and Hispanci Studies
Universidad de Sevilla 1994 — 1995
John Hersey High Scool 1988 — 1992
Lehman Brothers Holdings Inc. February 2013 - Present
Loughlin Management Partners + Co (LM+Co) 2003 - 2013
Lehman Brothers 2001 - 2002
ABN AMRO 1997 - 2000
Hewitt Associates 1996 - 1997
Skills
Lean Six Sigma, Lean Six Sigma Certified, Restructuring, Valuation, Corporate Finance, Investment Banking, Due Diligence, Financial Modeling, Private Equity, Mergers, Fixed Income, Portfolio Management, Leveraged Finance, Financial Analysis, Credit Analysis, Business Valuation, Hedge Funds, Structured Finance, Special Situations
Education
The University of Chicago 1998 — 2001
MBA, Finance, Economics, International Business
Northwestern University 1992 — 1996
BA, Economics, Political Science and Hispanci Studies
Universidad de Sevilla 1994 — 1995
John Hersey High Scool 1988 — 1992
Dina Tserlyuk, CFA Dina Tserlyuk, CFA's Lehman Brothers Experience October 1998 - April 2000
Job Director of Operations at Christofferson, Robb & Co
Industry Financial Services
Experience
Christofferson, Robb & Co July 2009 - Present
Perella Weinberg Partners February 2008 - July 2009
Tribeca Global Management June 2005 - February 2008
Deutsche Bank May 2000 - June 2005
Lehman Brothers October 1998 - April 2000
Skills
Middle Office, Fixed Income, Capital Markets, Hedge Funds, Equities, Options, Valuation, Asset Management, FX Options, Derivatives, Financial Modeling, Risk Management, Economics, Alternative Investments, Portfolio Management, Financial Services, Private Equity, Equity Derivatives, Asset Managment, Investments, Back Office, Investment Banking, Financial Analysis, Structured Products, Emerging Markets, Due Diligence, Bloomberg
Education
Northeastern University
Bachelor of Science, International Business and Finance
Christofferson, Robb & Co July 2009 - Present
Perella Weinberg Partners February 2008 - July 2009
Tribeca Global Management June 2005 - February 2008
Deutsche Bank May 2000 - June 2005
Lehman Brothers October 1998 - April 2000
Skills
Middle Office, Fixed Income, Capital Markets, Hedge Funds, Equities, Options, Valuation, Asset Management, FX Options, Derivatives, Financial Modeling, Risk Management, Economics, Alternative Investments, Portfolio Management, Financial Services, Private Equity, Equity Derivatives, Asset Managment, Investments, Back Office, Investment Banking, Financial Analysis, Structured Products, Emerging Markets, Due Diligence, Bloomberg
Education
Northeastern University
Bachelor of Science, International Business and Finance
Umangi Shah Umangi Shah's Lehman Brothers Experience May 2007 - August 2007
Job Associate
Industry Financial Services
Experience
JP Morgan Chase May 2010 - Present
Fidelity Investments March 2009 - April 2010
Lehman Brothers May 2007 - August 2007
Skills
Requirements Gathering, Business Analysis, SDLC, Requirements Analysis, Agile Methodologies, Management, SQL, Testing, Fixed Income, Software Project..., Analytics
Education
Northeastern University 2006 — 2008
Masters, Computer Science
JP Morgan Chase May 2010 - Present
Fidelity Investments March 2009 - April 2010
Lehman Brothers May 2007 - August 2007
Skills
Requirements Gathering, Business Analysis, SDLC, Requirements Analysis, Agile Methodologies, Management, SQL, Testing, Fixed Income, Software Project..., Analytics
Education
Northeastern University 2006 — 2008
Masters, Computer Science
Alexey Laskov's Lehman Brothers Experience January 2007 - February 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital December 2013 - Present
RBC Capital Markets October 2011 - November 2013
Barclays Capital Asia (Hong Kong) February 2008 - March 2011
Lehman Brothers January 2007 - February 2008
I-Deal LLC April 2002 - May 2006
C-Bridge February 1998 - March 2002
Skills
Equity Derivatives, Derivatives, Quantitative Finance, Options, Trading, Portfolio Management, Risk Management, Hedging, Financial Risk, Volatility, Market Making, Commodity Markets, Structured Finance, Quantitative Investing, Trading Systems, Electronic Trading
Education
NYU - Stern School of Business 2004 — 2007
MBA
Northeastern University
MS
Southern Federal University (former Rostov State University)
BS
Barclays Capital December 2013 - Present
RBC Capital Markets October 2011 - November 2013
Barclays Capital Asia (Hong Kong) February 2008 - March 2011
Lehman Brothers January 2007 - February 2008
I-Deal LLC April 2002 - May 2006
C-Bridge February 1998 - March 2002
Skills
Equity Derivatives, Derivatives, Quantitative Finance, Options, Trading, Portfolio Management, Risk Management, Hedging, Financial Risk, Volatility, Market Making, Commodity Markets, Structured Finance, Quantitative Investing, Trading Systems, Electronic Trading
Education
NYU - Stern School of Business 2004 — 2007
MBA
Northeastern University
MS
Southern Federal University (former Rostov State University)
BS
Burgess Scott Davis Burgess Scott Davis's Lehman Brothers Experience December 2007 - June 2008
Job Director, Strategy at PepsiCo
Industry Food & Beverages
Experience
PepsiCo February 2014 - Present
Booz & Company October 2012 - January 2014
Booz & Company September 2010 - October 2012
Booz & Company June 2009 - August 2009
Lehman Brothers December 2007 - June 2008
Lehman Brothers July 2005 - December 2007
Lehman Brothers July 2003 - June 2005
Skills
Financial Modeling, Valuation, Due Diligence, Management Consulting, Corporate Development, Corporate Finance, Private Equity, Emerging Markets, Strategy, Business Strategy, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Market Entry, Investment Banking, Finance, Acquisition Integration
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Strategic Management and Marketing Management
Northwestern University 1999 — 2003
B.A., Economics and Mathematical Methods in the Social Sciences
High School
PepsiCo February 2014 - Present
Booz & Company October 2012 - January 2014
Booz & Company September 2010 - October 2012
Booz & Company June 2009 - August 2009
Lehman Brothers December 2007 - June 2008
Lehman Brothers July 2005 - December 2007
Lehman Brothers July 2003 - June 2005
Skills
Financial Modeling, Valuation, Due Diligence, Management Consulting, Corporate Development, Corporate Finance, Private Equity, Emerging Markets, Strategy, Business Strategy, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Market Entry, Investment Banking, Finance, Acquisition Integration
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Strategic Management and Marketing Management
Northwestern University 1999 — 2003
B.A., Economics and Mathematical Methods in the Social Sciences
High School
Robert Jandreau II Robert Jandreau II's Lehman Brothers Experience August 1994 - September 1995
Job Investment Services Officer at Bankers' Bank Northeast
Industry Financial Services
Experience
Bankers' Bank Northeast January 2015 - July 2015
Multi-Bank Securities, Inc. November 2013 - July 2015
Bankers' Bank Northeast August 2013 - January 2015
Conning Asset Management October 2000 - July 2012
Knights of Columbus September 1995 - September 2000
Lehman Brothers August 1994 - September 1995
First Data Corporation 1993 - 1994
The Boston Company January 1993 - April 1993
Moors & Cabot October 1992 - December 1992
State Street Bank April 1992 - June 1992
Skills
ABS, Portfolio Management, Fixed Income, MBS, Bonds, Alternative Investments, Trading, Investment Strategies, Financial Services, Financial Markets, Securities, Mutual Funds, Investments, Equities, Capital Markets, Bloomberg, Credit, High Yield, Asset Management, Series 7, Series 63, Investment Management
Education
Northeastern University 1988 — 1993
Bachelor of Science, Finance and International Business
Toll Gate 1986 — 1988
Bankers' Bank Northeast January 2015 - July 2015
Multi-Bank Securities, Inc. November 2013 - July 2015
Bankers' Bank Northeast August 2013 - January 2015
Conning Asset Management October 2000 - July 2012
Knights of Columbus September 1995 - September 2000
Lehman Brothers August 1994 - September 1995
First Data Corporation 1993 - 1994
The Boston Company January 1993 - April 1993
Moors & Cabot October 1992 - December 1992
State Street Bank April 1992 - June 1992
Skills
ABS, Portfolio Management, Fixed Income, MBS, Bonds, Alternative Investments, Trading, Investment Strategies, Financial Services, Financial Markets, Securities, Mutual Funds, Investments, Equities, Capital Markets, Bloomberg, Credit, High Yield, Asset Management, Series 7, Series 63, Investment Management
Education
Northeastern University 1988 — 1993
Bachelor of Science, Finance and International Business
Toll Gate 1986 — 1988
Lynette Friedman Lynette Friedman's Lehman Brothers Experience February 2006 - July 2007
Job Director
Industry Individual & Family Services
Experience
Friedman Family April 2008 - Present
Lehman Brothers February 2006 - July 2007
Citadel LLC July 2000 - June 2005
Skills
Fixed Income, Trading, Event Management, Investments, Strategy
Education
Northeastern University
Bachelor of Arts (B.A.), Psychology
University of Illinois at Chicago
Friedman Family April 2008 - Present
Lehman Brothers February 2006 - July 2007
Citadel LLC July 2000 - June 2005
Skills
Fixed Income, Trading, Event Management, Investments, Strategy
Education
Northeastern University
Bachelor of Arts (B.A.), Psychology
University of Illinois at Chicago
Tony Greazel Tony Greazel's Lehman Brothers Experience July 2005 - June 2008
Job Director of Regional Franchise Sales at Realty Executives Wisconsin Region
Industry Real Estate
Experience
Realty Executives Integrity March 2012 - Present
Realty Executives Wisconsin Region March 2012 - Present
CrossWay Community Church May 2011 - June 2012
Trinity International University July 2008 - December 2011
Lehman Brothers July 2005 - June 2008
Northwestern University September 2003 - May 2005
Lehman Brothers June 2004 - August 2004
Skills
Public Speaking, Teaching, Nonprofits, Leadership Development, PowerPoint, Event Planning, Community Outreach, Volunteer Management, Strategic Planning, Editing, Higher Education, Microsoft Excel, Microsoft Word, Leadership, Marketing
Education
Trinity International University 2008 — 2011
Master of Divinity (M.Div.), Pastor-Teacher
Northwestern University 2001 — 2005
BS, Economics
Realty Executives Integrity March 2012 - Present
Realty Executives Wisconsin Region March 2012 - Present
CrossWay Community Church May 2011 - June 2012
Trinity International University July 2008 - December 2011
Lehman Brothers July 2005 - June 2008
Northwestern University September 2003 - May 2005
Lehman Brothers June 2004 - August 2004
Skills
Public Speaking, Teaching, Nonprofits, Leadership Development, PowerPoint, Event Planning, Community Outreach, Volunteer Management, Strategic Planning, Editing, Higher Education, Microsoft Excel, Microsoft Word, Leadership, Marketing
Education
Trinity International University 2008 — 2011
Master of Divinity (M.Div.), Pastor-Teacher
Northwestern University 2001 — 2005
BS, Economics
Jennifer K. Stuart Jennifer K. Stuart's Lehman Brothers Experience January 2006 - April 2007
Job International Customer Service Representative at United Airlines
Industry Writing and Editing
Experience
United Airlines March 2013 - Present
well-read well-said November 2011 - Present
Prudential Relocation October 2010 - Present
Flying Teachers January 2008 - June 2010
Lehman Brothers January 2006 - April 2007
The Tulsa World September 1997 - December 1997
Skills
Proficiency in German,..., Microsoft Suite, Teaching, Proofreading, Editing,..., Researching and..., Small Group Leadership
Education
University of Cambridge ESOL Examinations 2007 — 2007
CELTA
Goethe Institute 2000 — 2000
Zertifikat Deutsch
Northern Arizona University 1991 — 1996
Bachelor of Science in Sociology
United Airlines March 2013 - Present
well-read well-said November 2011 - Present
Prudential Relocation October 2010 - Present
Flying Teachers January 2008 - June 2010
Lehman Brothers January 2006 - April 2007
The Tulsa World September 1997 - December 1997
Skills
Proficiency in German,..., Microsoft Suite, Teaching, Proofreading, Editing,..., Researching and..., Small Group Leadership
Education
University of Cambridge ESOL Examinations 2007 — 2007
CELTA
Goethe Institute 2000 — 2000
Zertifikat Deutsch
Northern Arizona University 1991 — 1996
Bachelor of Science in Sociology
Jennifer Mylott Jennifer Mylott's Lehman Brothers Experience May 1990 - November 1992
Job Customer Service
Industry Financial Services
Experience
Seligman Data Corp March 1995 - June 1998
Kalin Associates, Inc. August 1994 - March 1995
Prudential Securities November 1992 - August 1994
Lehman Brothers May 1990 - November 1992
Education
Nichols College 1987 — 1989
No, Finance
Seligman Data Corp March 1995 - June 1998
Kalin Associates, Inc. August 1994 - March 1995
Prudential Securities November 1992 - August 1994
Lehman Brothers May 1990 - November 1992
Education
Nichols College 1987 — 1989
No, Finance
Steve Juh Steve Juh's Lehman Brothers Experience July 2006 - September 2008
Job Product Development Specialist at Citi
Industry Investment Banking
Experience
Citi May 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2006 - September 2008
Lincoln Financial Group August 2003 - June 2006
Skills
Product Development, Product Management, Business Analysis, Business Development, Trend Forecasting, Analytics, Quantitative Analytics, Capital Markets, Equities, Hedge Funds, Leadership
Education
Northwestern University 1999 — 2003
BA, Mathematical Methods in the Social Sciences and Economics
Citi May 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers July 2006 - September 2008
Lincoln Financial Group August 2003 - June 2006
Skills
Product Development, Product Management, Business Analysis, Business Development, Trend Forecasting, Analytics, Quantitative Analytics, Capital Markets, Equities, Hedge Funds, Leadership
Education
Northwestern University 1999 — 2003
BA, Mathematical Methods in the Social Sciences and Economics
Demetri Pavlatos's Lehman Brothers Experience 2000 - 2004
Job AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - December 2014
Little Fort Housing LLC May 2010 - January 2014
Mizuho Securities USA May 2006 - April 2010
Allston Trading 2004 - 2005
Lehman Brothers 2000 - 2004
ING Nederland 1996 - 1999
Skills
Derivatives, Trading, Fixed Income, Equities, Proprietary Trading, Bonds, Trading Strategies, Electronic Trading, Trading Systems, Options, Commodity, Hedging, FINRA, Bloomberg, Financial Markets, Hedge Funds, Capital Markets, High Frequency Trading, Bloomberg Terminal, Market Data, Alternative Investments, FX trading, Technical Analysis, ETFs, Equity Derivatives, FX Trading, FX Options, Risk Management, Financial Services
Education
Northwestern University
Wells Fargo May 2013 - December 2014
Little Fort Housing LLC May 2010 - January 2014
Mizuho Securities USA May 2006 - April 2010
Allston Trading 2004 - 2005
Lehman Brothers 2000 - 2004
ING Nederland 1996 - 1999
Skills
Derivatives, Trading, Fixed Income, Equities, Proprietary Trading, Bonds, Trading Strategies, Electronic Trading, Trading Systems, Options, Commodity, Hedging, FINRA, Bloomberg, Financial Markets, Hedge Funds, Capital Markets, High Frequency Trading, Bloomberg Terminal, Market Data, Alternative Investments, FX trading, Technical Analysis, ETFs, Equity Derivatives, FX Trading, FX Options, Risk Management, Financial Services
Education
Northwestern University
Jake McLiverty Jake McLiverty's Lehman Brothers Experience July 2007 - January 2008
Job Business Manager, Marketplace at Walmart eCommerce
Industry Internet
Experience
Walmart eCommerce October 2014 - Present
Amazon June 2014 - September 2014
Wayfair April 2010 - May 2014
John Hancock August 2008 - February 2009
Lehman Brothers July 2007 - January 2008
CSN Stores July 2006 - January 2007
Dieing Breed Inc. 2004 - 2005
Skills
Analytics, E-commerce, Business Analysis, Google Analytics, Partner Management, Analysis, Project Management, Management, Operational Excellence, Entrepreneurship, SQL, Marketing, Business Development, Product Development, New Business Development, Sales Operations, Advertising, Sales, Product Management, Negotiation, Strategy, Strategic Partnerships
Education
Northeastern University
Bachelor's degree, Finance, Marketing
Walmart eCommerce October 2014 - Present
Amazon June 2014 - September 2014
Wayfair April 2010 - May 2014
John Hancock August 2008 - February 2009
Lehman Brothers July 2007 - January 2008
CSN Stores July 2006 - January 2007
Dieing Breed Inc. 2004 - 2005
Skills
Analytics, E-commerce, Business Analysis, Google Analytics, Partner Management, Analysis, Project Management, Management, Operational Excellence, Entrepreneurship, SQL, Marketing, Business Development, Product Development, New Business Development, Sales Operations, Advertising, Sales, Product Management, Negotiation, Strategy, Strategic Partnerships
Education
Northeastern University
Bachelor's degree, Finance, Marketing
Bo Nam Bo Nam's Lehman Brothers Experience June 2006 - August 2006
Job VC Investor in Tech / Internet
Industry Venture Capital & Private Equity
Experience
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
Leslie Cannon Leslie Cannon's Lehman Brothers Experience February 2001 - June 2003
Job Relationship Associate, Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
McGladrey July 2013 - June 2015
McGladrey October 2008 - June 2013
Merrill Lynch June 2005 - August 2006
GEM Realty Capital, Inc. October 2003 - June 2006
UBS June 2003 - October 2003
Lehman Brothers February 2001 - June 2003
Lehman Brothers September 2000 - January 2001
Skills
Wealth Management..., Cash Management, Personal Financial..., Investment Advisory, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Client Service Oriented, Manage Client..., Client Education, Series 7, Series 66
Education
Northeastern Illinois University 2003 — 2006
Bachelor of Arts (B.A.), Secondary Education, English
Rutgers University 2000 — 2000
Credit Suisse May 2015 - Present
McGladrey July 2013 - June 2015
McGladrey October 2008 - June 2013
Merrill Lynch June 2005 - August 2006
GEM Realty Capital, Inc. October 2003 - June 2006
UBS June 2003 - October 2003
Lehman Brothers February 2001 - June 2003
Lehman Brothers September 2000 - January 2001
Skills
Wealth Management..., Cash Management, Personal Financial..., Investment Advisory, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Client Service Oriented, Manage Client..., Client Education, Series 7, Series 66
Education
Northeastern Illinois University 2003 — 2006
Bachelor of Arts (B.A.), Secondary Education, English
Rutgers University 2000 — 2000
Benton N. Wofford Benton N. Wofford's Lehman Brothers Experience September 2003 - February 2006
Job Senior Project Manager at Signature Consultants
Industry Financial Services
Experience
Signature Consultants July 2015 - Present
Experis December 2014 - June 2015
SunTrust Robinson Humphrey November 2013 - December 2014
ING March 2013 - November 2013
Barclays Wealth and Investment Management August 2012 - March 2013
Royal Bank of Scotland July 2011 - August 2012
IBM Global Business Services October 2010 - July 2011
Plum Rhino Consulting February 2010 - May 2010
Wachovia February 2006 - October 2008
Lehman Brothers September 2003 - February 2006
Skills
Derivatives, Capital Markets, Fixed Income, Back Office, Risk Management, Swaps, Banking, Bloomberg, Middle Office, Financial Services, Analysis, Business Analysis, Valuation
Education
Regis University 2001 — 2003
MBA, General Studies
Norfolk State University 1990 — 1994
BS, Accounting
Signature Consultants July 2015 - Present
Experis December 2014 - June 2015
SunTrust Robinson Humphrey November 2013 - December 2014
ING March 2013 - November 2013
Barclays Wealth and Investment Management August 2012 - March 2013
Royal Bank of Scotland July 2011 - August 2012
IBM Global Business Services October 2010 - July 2011
Plum Rhino Consulting February 2010 - May 2010
Wachovia February 2006 - October 2008
Lehman Brothers September 2003 - February 2006
Skills
Derivatives, Capital Markets, Fixed Income, Back Office, Risk Management, Swaps, Banking, Bloomberg, Middle Office, Financial Services, Analysis, Business Analysis, Valuation
Education
Regis University 2001 — 2003
MBA, General Studies
Norfolk State University 1990 — 1994
BS, Accounting
Joel Meek Joel Meek's Lehman Brothers Experience June 2000 - August 2000
Job Head of Partner Online Sales & Operations at Pinterest
Industry Internet
Experience
Pinterest December 2013 - July 2015
Pinterest October 2012 - May 2014
Google December 2010 - October 2012
Google, Inc. 2007 - December 2010
Google India June 2006 - August 2006
The Cambridge Group 2003 - 2005
AEON Corporation of Japan 2003 - 2003
Citigroup Corporate and Investment Banking 2001 - 2002
Lehman Brothers June 2000 - August 2000
Skills
Corporate Development, Analytics, Start-ups, Business Strategy, Strategy, SaaS, Strategic Partnerships, Entrepreneurship, Enterprise Software, Business Development, Product Management, E-commerce, Venture Capital, Go-to-market Strategy, Management, Leadership, Cloud Computing, Strategic Planning, Mobile Devices, Cross-functional Team..., Salesforce.com, Product Marketing
Education
University of Pennsylvania - The Wharton School 2005 — 2007
M.B.A., Entrepreneurship
Northwestern University 1997 — 2001
B.A., Economics / Applied Math
Pinterest December 2013 - July 2015
Pinterest October 2012 - May 2014
Google December 2010 - October 2012
Google, Inc. 2007 - December 2010
Google India June 2006 - August 2006
The Cambridge Group 2003 - 2005
AEON Corporation of Japan 2003 - 2003
Citigroup Corporate and Investment Banking 2001 - 2002
Lehman Brothers June 2000 - August 2000
Skills
Corporate Development, Analytics, Start-ups, Business Strategy, Strategy, SaaS, Strategic Partnerships, Entrepreneurship, Enterprise Software, Business Development, Product Management, E-commerce, Venture Capital, Go-to-market Strategy, Management, Leadership, Cloud Computing, Strategic Planning, Mobile Devices, Cross-functional Team..., Salesforce.com, Product Marketing
Education
University of Pennsylvania - The Wharton School 2005 — 2007
M.B.A., Entrepreneurship
Northwestern University 1997 — 2001
B.A., Economics / Applied Math
Randy Pease Randy Pease's Lehman Brothers Experience February 1986 - June 1989
Job Independent Medical Device Representative
Industry Medical Devices
Experience
DermaClose 2010 - Present
INSIGHT Urodynamics July 2006 - Present
Insight2Medical September 2001 - Present
Pioneer Sternal Closure System 1997 - Present
Invivo Surgical October 2007 - August 2011
Primesource Surgical June 1994 - August 2001
AG Edwards, Inc. September 1989 - July 1994
Lehman Brothers February 1986 - June 1989
Skills
Medical Devices, Plastic Surgery, Medicine, Orthopedic, Surgeons, Spine, Wound Care, OB/GYN
Education
Northeastern University 1985 — 1989
Marketing
DermaClose 2010 - Present
INSIGHT Urodynamics July 2006 - Present
Insight2Medical September 2001 - Present
Pioneer Sternal Closure System 1997 - Present
Invivo Surgical October 2007 - August 2011
Primesource Surgical June 1994 - August 2001
AG Edwards, Inc. September 1989 - July 1994
Lehman Brothers February 1986 - June 1989
Skills
Medical Devices, Plastic Surgery, Medicine, Orthopedic, Surgeons, Spine, Wound Care, OB/GYN
Education
Northeastern University 1985 — 1989
Marketing
John Angelos's Lehman Brothers Experience April 1987 - April 1989
Job Director Institutional Marketing, Credit Derivatives at Chicago Board Options Exchange
Industry Financial Services
Experience
Chicago Board Options Exchange June 2007 - Present
Fimat, Citigroup Capital Markets, Sanwa, J.P. Morgan April 1989 - June 2007
Lehman Brothers April 1987 - April 1989
Allstate Insurance February 1983 - April 1987
Skills
Financial Analysis, Options, Derivatives, Finance, Credit Derivatives, Strategy, Equities, Electronic Trading, Credit, CRM, Trading, CDS
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Modern Portfolio Management Theory
Northern Illinois University 1979 — 1983
B.S., Finance, Minor/ Economics
Chicago Board Options Exchange June 2007 - Present
Fimat, Citigroup Capital Markets, Sanwa, J.P. Morgan April 1989 - June 2007
Lehman Brothers April 1987 - April 1989
Allstate Insurance February 1983 - April 1987
Skills
Financial Analysis, Options, Derivatives, Finance, Credit Derivatives, Strategy, Equities, Electronic Trading, Credit, CRM, Trading, CDS
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1987
MBA, Modern Portfolio Management Theory
Northern Illinois University 1979 — 1983
B.S., Finance, Minor/ Economics
Stephanie Sze Stephanie Sze's Lehman Brothers Experience 2008 - 2008
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Investment Bank January 2014 - Present
Barclays Investment Bank 2011 - 2014
Barclays Investment Bank 2008 - 2011
Lehman Brothers 2008 - 2008
Lehman Brothers 2005 - 2008
Education
Northwestern University 1998 — 2001
Barclays Investment Bank January 2014 - Present
Barclays Investment Bank 2011 - 2014
Barclays Investment Bank 2008 - 2011
Lehman Brothers 2008 - 2008
Lehman Brothers 2005 - 2008
Education
Northwestern University 1998 — 2001
Shuyang Bai Shuyang Bai's Lehman Brothers Experience July 2008 - September 2008
Job Investment Analyst at T Rowe Price
Industry Investment Management
Experience
T Rowe Price June 2015 - August 2015
LGT Capital Partners August 2011 - May 2014
The Blackstone Group September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Investments, Mergers & Acquisitions, Valuation, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Corporate Finance, Bloomberg, Equities, Emerging Markets, Due Diligence, Venture Capital, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master's Degree, International Studies. Lauder China
Northwestern University 2004 — 2008
BS Industrial Engineering, Economics
Simon A. Sanchez HS, Guam
T Rowe Price June 2015 - August 2015
LGT Capital Partners August 2011 - May 2014
The Blackstone Group September 2008 - July 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Investments, Mergers & Acquisitions, Valuation, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Corporate Finance, Bloomberg, Equities, Emerging Markets, Due Diligence, Venture Capital, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master's Degree, International Studies. Lauder China
Northwestern University 2004 — 2008
BS Industrial Engineering, Economics
Simon A. Sanchez HS, Guam
Rishab Dugar Rishab Dugar's Lehman Brothers Experience 2006 - 2006
Job Cofounder at Accretive Technologies / Novo34
Industry Higher Education
Experience
J.P. Morgan July 2012 - Present
Novo34.com 2012 - Present
J.P. Morgan 2012 - 2012
Deutsche Bank 2007 - 2010
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Emerging Markets, Due Diligence, Financial Analysis, LBO, Bloomberg, Capital Markets, Finance, Segregation of Duties, Equity Research, Mergers & Acquisitions, VBA, Strategy, Microsoft Excel, Business Intelligence, Team Building, Yoga, Loan Modifications, Poka Yoke, P90X, Community Engagement, Event Planning, Yachting
Education
Yale University - Yale School of Management 2011 — 2012
Master of Business Administration (MBA)
Northwestern University 2003 — 2007
Mathematics and economics
J.P. Morgan July 2012 - Present
Novo34.com 2012 - Present
J.P. Morgan 2012 - 2012
Deutsche Bank 2007 - 2010
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Lehman Brothers 2006 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Emerging Markets, Due Diligence, Financial Analysis, LBO, Bloomberg, Capital Markets, Finance, Segregation of Duties, Equity Research, Mergers & Acquisitions, VBA, Strategy, Microsoft Excel, Business Intelligence, Team Building, Yoga, Loan Modifications, Poka Yoke, P90X, Community Engagement, Event Planning, Yachting
Education
Yale University - Yale School of Management 2011 — 2012
Master of Business Administration (MBA)
Northwestern University 2003 — 2007
Mathematics and economics
Marianna Golyak Marianna Golyak's Lehman Brothers Experience August 2006 - June 2007
Job Senior Manager of Donor Relations at National Council of Jewish Women
Industry Nonprofit Organization Management
Experience
National Council of Jewish Women January 2015 - Present
National Council of Jewish Women February 2014 - Present
National Council of Jewish Women January 2012 - Present
Arlekin Players Theatre January 2011 - February 2014
The Peres Center for Peace September 2010 - February 2011
Gvahim-Connecting talents September 2010 - January 2011
Fish & Richardson P.C. February 2008 - November 2010
McNamara Koenig & McCarthy, PC June 2007 - February 2008
Lehman Brothers August 2006 - June 2007
Northeastern University July 2005 - December 2005
Skills
Editing, Customer Service, Research, Program Management, Press Releases, Leadership, Grant Writing, Fundraising, Analysis, Proposal Writing, Nonprofits, Event Planning, Management, PowerPoint, Volunteer Management
Education
Northeastern University 2011 — 2012
M.S., Global Studies and International Affairs, 3.9
Northeastern University 2003 — 2006
B.A., International Affairs/French, 3.75
The American University of Paris
National Council of Jewish Women January 2015 - Present
National Council of Jewish Women February 2014 - Present
National Council of Jewish Women January 2012 - Present
Arlekin Players Theatre January 2011 - February 2014
The Peres Center for Peace September 2010 - February 2011
Gvahim-Connecting talents September 2010 - January 2011
Fish & Richardson P.C. February 2008 - November 2010
McNamara Koenig & McCarthy, PC June 2007 - February 2008
Lehman Brothers August 2006 - June 2007
Northeastern University July 2005 - December 2005
Skills
Editing, Customer Service, Research, Program Management, Press Releases, Leadership, Grant Writing, Fundraising, Analysis, Proposal Writing, Nonprofits, Event Planning, Management, PowerPoint, Volunteer Management
Education
Northeastern University 2011 — 2012
M.S., Global Studies and International Affairs, 3.9
Northeastern University 2003 — 2006
B.A., International Affairs/French, 3.75
The American University of Paris
Nicholas Patrick Nicholas Patrick's Lehman Brothers Experience July 2001 - June 2003
Job Operations and Financial Management Executive
Industry Financial Services
Experience
N/A March 2015 - Present
Citadel LLC September 2006 - March 2015
Lake Capital August 2003 - June 2006
Lehman Brothers July 2001 - June 2003
Skills
Operations Management, Project Management, Corporate FP&A, Strategic Planning, Business Strategy, Business Analysis, Business Development, Business Process, Global Compensation, Compensation Planning, Strategic Communications, Technology Management, Financial Modeling, Hedge Funds, Investments, Private Equity, Investment Banking, Equities, Derivatives
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Corporate Finance and Entrepreneurship
Northwestern University 1997 — 2001
BS, Chemical Engineering
N/A March 2015 - Present
Citadel LLC September 2006 - March 2015
Lake Capital August 2003 - June 2006
Lehman Brothers July 2001 - June 2003
Skills
Operations Management, Project Management, Corporate FP&A, Strategic Planning, Business Strategy, Business Analysis, Business Development, Business Process, Global Compensation, Compensation Planning, Strategic Communications, Technology Management, Financial Modeling, Hedge Funds, Investments, Private Equity, Investment Banking, Equities, Derivatives
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Corporate Finance and Entrepreneurship
Northwestern University 1997 — 2001
BS, Chemical Engineering
Chad Fulgham Chad Fulgham's Lehman Brothers Experience September 2004 - October 2008
Job Chairman
Industry Information Technology and Services
Experience
PerCredo, LLC February 2014 - Present
Tanium November 2014 - May 2015
Lockheed Martin April 2012 - February 2014
FBI December 2008 - April 2012
Lehman Brothers September 2004 - October 2008
IBM April 2003 - September 2004
JPMorgan Chase January 2002 - March 2003
Arthur Andersen April 2001 - January 2002
United States Navy May 1996 - April 2001
Skills
Security, Program Management, Enterprise Architecture, Information Security, Data Center, Enterprise Software, Strategy, Information Technology, Computer Security, Network Security, Leadership, Management, Integration, Outsourcing, Information Security..., IT Operations, Security Clearance, Business Continuity, Cloud Computing, Business Process, IT Service Management, CISSP, System Deployment, Information Assurance, Infrastructure, Technical Leadership, Contract Negotiation, Risk Management, Architecture, Disaster Recovery, Operational Risk..., IT Management, Software Development, Vendor Management, Business Process..., PMP, Computer Forensics, Identity Management, Vulnerability Assessment, Crisis Management, Governance, Windows Server, Vulnerability Management, ITIL, Microsoft Exchange, VMware, Security Audits, Requirements Analysis, IT Audit, Virtualization
Education
Darden Graduate School of Business Administration 2013 — 2013
The Executive Program (TEP), Strategy, Leadership, Management, Business
Kellogg School of Management 2010 — 2010
Executive Programs, Leading Strategic Change II
United States Naval Academy 1992 — 1996
B.S., Economics
PerCredo, LLC February 2014 - Present
Tanium November 2014 - May 2015
Lockheed Martin April 2012 - February 2014
FBI December 2008 - April 2012
Lehman Brothers September 2004 - October 2008
IBM April 2003 - September 2004
JPMorgan Chase January 2002 - March 2003
Arthur Andersen April 2001 - January 2002
United States Navy May 1996 - April 2001
Skills
Security, Program Management, Enterprise Architecture, Information Security, Data Center, Enterprise Software, Strategy, Information Technology, Computer Security, Network Security, Leadership, Management, Integration, Outsourcing, Information Security..., IT Operations, Security Clearance, Business Continuity, Cloud Computing, Business Process, IT Service Management, CISSP, System Deployment, Information Assurance, Infrastructure, Technical Leadership, Contract Negotiation, Risk Management, Architecture, Disaster Recovery, Operational Risk..., IT Management, Software Development, Vendor Management, Business Process..., PMP, Computer Forensics, Identity Management, Vulnerability Assessment, Crisis Management, Governance, Windows Server, Vulnerability Management, ITIL, Microsoft Exchange, VMware, Security Audits, Requirements Analysis, IT Audit, Virtualization
Education
Darden Graduate School of Business Administration 2013 — 2013
The Executive Program (TEP), Strategy, Leadership, Management, Business
Kellogg School of Management 2010 — 2010
Executive Programs, Leading Strategic Change II
United States Naval Academy 1992 — 1996
B.S., Economics
Juliet (Julie) Denise Juliet (Julie) Denise's Lehman Brothers Experience June 1984 - September 2008
Job Franchise Consultant, Self Employment Facilitator, Career Transition Assistance, Investment Specialist
Industry Management Consulting
Experience
FranNet July 2012 - Present
J.P.Morgan/Private Wealth Management July 2009 - January 2012
Barclays Capital September 2008 - November 2008
Lehman Brothers June 1984 - September 2008
Merrill Lynch 1982 - 1984
Skills
Entrepreneurship, Business Development, Small Business, Franchising, Self-employment, Career Transitioning, Start-ups, Coaching, Recruiting, Consulting, Marketing, Strategic Planning, Budgets, Leadership Development, Sales Management, Marketing Strategy, Training, Mentoring
Education
Northwestern University 1975 — 1979
Bachelors of Science, Communication Studies
Upper St. Clair High School, Pittsburgh, PA
FranNet July 2012 - Present
J.P.Morgan/Private Wealth Management July 2009 - January 2012
Barclays Capital September 2008 - November 2008
Lehman Brothers June 1984 - September 2008
Merrill Lynch 1982 - 1984
Skills
Entrepreneurship, Business Development, Small Business, Franchising, Self-employment, Career Transitioning, Start-ups, Coaching, Recruiting, Consulting, Marketing, Strategic Planning, Budgets, Leadership Development, Sales Management, Marketing Strategy, Training, Mentoring
Education
Northwestern University 1975 — 1979
Bachelors of Science, Communication Studies
Upper St. Clair High School, Pittsburgh, PA
Richard L. Zulick's Lehman Brothers Experience December 2003 - September 2008
Job Director at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers December 2003 - September 2008
Allegiance Sports Management January 1996 - May 2004
NationsBank/Bank of America September 1997 - December 2003
Hibernia National Bank September 1994 - September 1997
American Planning Corporation December 1993 - September 1994
Education
Northwestern State University 1990 — 1993
Bachelor of Science (BS), Accounting and Finance
Barclays September 2008 - Present
Lehman Brothers December 2003 - September 2008
Allegiance Sports Management January 1996 - May 2004
NationsBank/Bank of America September 1997 - December 2003
Hibernia National Bank September 1994 - September 1997
American Planning Corporation December 1993 - September 1994
Education
Northwestern State University 1990 — 1993
Bachelor of Science (BS), Accounting and Finance
Victoria Pluta Victoria Pluta's Lehman Brothers Experience April 2004 - April 2005
Job Research Analyst at Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management July 2015 - Present
Natixis Global Asset Management September 2013 - July 2015
PIMCO April 2008 - July 2013
Allianz Global Investors March 2007 - April 2008
Allianz Global Investors May 2005 - March 2007
Lehman Brothers April 2004 - April 2005
eSecLending June 2002 - December 2002
Batterymarch Financial Management June 2001 - December 2001
Skills
Fixed Income, Series 7, Mutual Funds, Series 63, Separately Managed..., Relationship Management
Education
Northeastern University 1999 — 2004
B.S., Business Administration
Natixis Global Asset Management July 2015 - Present
Natixis Global Asset Management September 2013 - July 2015
PIMCO April 2008 - July 2013
Allianz Global Investors March 2007 - April 2008
Allianz Global Investors May 2005 - March 2007
Lehman Brothers April 2004 - April 2005
eSecLending June 2002 - December 2002
Batterymarch Financial Management June 2001 - December 2001
Skills
Fixed Income, Series 7, Mutual Funds, Series 63, Separately Managed..., Relationship Management
Education
Northeastern University 1999 — 2004
B.S., Business Administration
Lyn Gelderman-Kohn Lyn Gelderman-Kohn's Lehman Brothers Experience March 1992 - February 1999
Job Sales Manager at Wachovia, A Wells Fargo Company
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company May 1999 - Present
Lehman Brothers March 1992 - February 1999
Skills
Social Media, Sales Management, Loans, Negotiation, Marketing Strategy, Vendor Management, Sales, New Business Development, Strategic Planning, Management, Investments, CRM, Asset Management, Selling, Investment Properties, Real Estate
Education
Northwestern University 1986 — 1990
Masters, FInance
Wachovia, A Wells Fargo Company May 1999 - Present
Lehman Brothers March 1992 - February 1999
Skills
Social Media, Sales Management, Loans, Negotiation, Marketing Strategy, Vendor Management, Sales, New Business Development, Strategic Planning, Management, Investments, CRM, Asset Management, Selling, Investment Properties, Real Estate
Education
Northwestern University 1986 — 1990
Masters, FInance
Lance Bylow Lance Bylow's Lehman Brothers Experience 2003 - September 2008
Job
Industry Financial Services
Experience
US Trust April 2013 - Present
Bessemer Trust October 2011 - March 2013
Barclays Wealth September 2008 - October 2011
Lehman Brothers 2003 - September 2008
Lehman Brothers 1996 - 2003
General Motors 1995 - 1995
Lehman Brothers 1992 - 1994
Price Waterhouse 1990 - 1992
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Investments, Mergers, Wealth Management, Banking, Mezzanine, Hedge Funds, Alternative Investments, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Venture Capital, Investment Management, Securities, LBO, Asset Management, Trading, Series 7, Mergers, Family Office
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1991
MS, Accounting
Northwestern University 1986 — 1990
BA, Economics, Mathematical Methods in the Social Sciences
Brookfield Central High School
US Trust April 2013 - Present
Bessemer Trust October 2011 - March 2013
Barclays Wealth September 2008 - October 2011
Lehman Brothers 2003 - September 2008
Lehman Brothers 1996 - 2003
General Motors 1995 - 1995
Lehman Brothers 1992 - 1994
Price Waterhouse 1990 - 1992
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Investments, Mergers, Wealth Management, Banking, Mezzanine, Hedge Funds, Alternative Investments, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Venture Capital, Investment Management, Securities, LBO, Asset Management, Trading, Series 7, Mergers, Family Office
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1991
MS, Accounting
Northwestern University 1986 — 1990
BA, Economics, Mathematical Methods in the Social Sciences
Brookfield Central High School
Ruth Dunleavey Malone's Lehman Brothers Experience 1991 - 1995
Job Director, Client Services
Industry Events Services
Experience
Tectonic/Stryve February 2011 - Present
nGenera Corporation 2007 - 2010
The Concours Group 1997 - 2007
Lehman Brothers 1991 - 1995
Skills
Event Planning, Strategy, Project Planning, Change Management, Program Management, Business Strategy, Management Consulting, Sales, Management, Budgets, IT Strategy, Executive Management, Strategic Planning, Account Management
Education
Northeastern University 1986 — 1994
BS, Economics
Tectonic/Stryve February 2011 - Present
nGenera Corporation 2007 - 2010
The Concours Group 1997 - 2007
Lehman Brothers 1991 - 1995
Skills
Event Planning, Strategy, Project Planning, Change Management, Program Management, Business Strategy, Management Consulting, Sales, Management, Budgets, IT Strategy, Executive Management, Strategic Planning, Account Management
Education
Northeastern University 1986 — 1994
BS, Economics
Jennifer Dubin Jennifer Dubin's Lehman Brothers Experience June 2005 - August 2005
Job Associate Marketing Manager, Innovation Pepsi
Industry Marketing and Advertising
Experience
PepsiCo April 2015 - Present
PepsiCo August 2013 - Present
PepsiCo May 2011 - August 2013
PepsiCo May 2010 - May 2011
PepsiCo July 2008 - May 2010
KSVP Media & Events August 2006 - May 2008
Lehman Brothers June 2005 - August 2005
Food & Wine Magazine September 2004 - December 2004
Skills
Consumer Products, Shopper Marketing, Sports Marketing, Brand Management, Integrated Marketing, Competitive Analysis, Marketing Management, Brand Development, Brand Equity, Marketing, Public Relations
Education
Northeastern University 2001 — 2006
BSBA, Marketing
Universitat d'Alacant 2005 — 2005
Montgomery High School 1997 — 2001
PepsiCo April 2015 - Present
PepsiCo August 2013 - Present
PepsiCo May 2011 - August 2013
PepsiCo May 2010 - May 2011
PepsiCo July 2008 - May 2010
KSVP Media & Events August 2006 - May 2008
Lehman Brothers June 2005 - August 2005
Food & Wine Magazine September 2004 - December 2004
Skills
Consumer Products, Shopper Marketing, Sports Marketing, Brand Management, Integrated Marketing, Competitive Analysis, Marketing Management, Brand Development, Brand Equity, Marketing, Public Relations
Education
Northeastern University 2001 — 2006
BSBA, Marketing
Universitat d'Alacant 2005 — 2005
Montgomery High School 1997 — 2001
Meredith Ward's Lehman Brothers Experience February 2004 - November 2008
Job PI Talent & Enterprise Services, Talent Mgmt Projects
Industry Human Resources
Experience
Liberty Mutual Insurance April 2014 - Present
Asurion January 2012 - March 2014
Goldman Sachs May 2010 - December 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP November 2008 - May 2010
Lehman Brothers February 2004 - November 2008
Skills
Human Resources, HRIS, Mergers, Process Improvement, PeopleSoft, Data Analysis, Microsoft Excel
Education
New School University 2007 — 2010
Master of Science, Human Resources Management
Northeastern University 1999 — 2004
Bachelor of Science in Business Administration, Finance and Insurance
Liberty Mutual Insurance April 2014 - Present
Asurion January 2012 - March 2014
Goldman Sachs May 2010 - December 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP November 2008 - May 2010
Lehman Brothers February 2004 - November 2008
Skills
Human Resources, HRIS, Mergers, Process Improvement, PeopleSoft, Data Analysis, Microsoft Excel
Education
New School University 2007 — 2010
Master of Science, Human Resources Management
Northeastern University 1999 — 2004
Bachelor of Science in Business Administration, Finance and Insurance
Meghan Armstrong Meghan Armstrong's Lehman Brothers Experience June 2000 - June 2002
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2003 - Present
JPMorgan October 2002 - February 2012
Lehman Brothers June 2000 - June 2002
Skills
Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Valuation, Derivatives, Corporate Finance
Education
The University of Chicago 2005 — 2008
MBA, Finance
Northwestern University 1997 — 2000
BA, Economics
J.P. Morgan October 2003 - Present
JPMorgan October 2002 - February 2012
Lehman Brothers June 2000 - June 2002
Skills
Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Valuation, Derivatives, Corporate Finance
Education
The University of Chicago 2005 — 2008
MBA, Finance
Northwestern University 1997 — 2000
BA, Economics
Marcus Kupferschmidt's Lehman Brothers Experience July 1999 - December 2007
Job Technology Analyst Equities
Industry Investment Management
Experience
AO Asset Management January 2014 - Present
Kingdom Ridge Capital, LLC 2008 - January 2014
Lehman Brothers July 1999 - December 2007
Skills
Financial Analysis, Financial Modeling, Networking, Accounting, Technology, Golf, Photography, Mergers & Acquisitions, Business Development, Emerging Markets, Wireless, Strategy, Start-ups, Equity Research, Telecommunications, Executive Management
Education
Northwestern University 1995 — 1999
BA, Economics, Math
AO Asset Management January 2014 - Present
Kingdom Ridge Capital, LLC 2008 - January 2014
Lehman Brothers July 1999 - December 2007
Skills
Financial Analysis, Financial Modeling, Networking, Accounting, Technology, Golf, Photography, Mergers & Acquisitions, Business Development, Emerging Markets, Wireless, Strategy, Start-ups, Equity Research, Telecommunications, Executive Management
Education
Northwestern University 1995 — 1999
BA, Economics, Math
William Craun's Lehman Brothers Experience April 1997 - December 1997
Job
Industry Commercial Real Estate
Experience
Opus Bank May 2011 - Present
Marcus & Millichap Capital Corp. November 2008 - January 2011
Union Bank July 2007 - August 2008
Washington Mutual December 2003 - July 2007
Union Bank of California July 1999 - November 2003
Bank of America January 1998 - June 1999
Lehman Brothers April 1997 - December 1997
Metropolitan Funding Corp. February 1994 - February 1997
Skills
Loans, Real Estate, Apartments, Loan Structuring, Banking, Commercial Mortgages, Real Estate Finance, Underwriting, Debt, Investment Properties, Microsoft Office, Real Estate Economics, Due Diligence, CMBS, Financial Structuring, Capital, FHA, Valuation, Capital Markets, Mortgage Lending, Residential Mortgages, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Small Business Lending, Commercial Lending, Asset Management, Credit Analysis, Brokerage, Management, Mezzanine, Disposition, Asset Managment, Commercial Banking, Loan Servicing, Entrepreneurship, Investments, Credit, Construction Loans, Portfolio Management, Finance, Refinance, Asset Based Lending, Funding, Real Estate Development, Property, Real Estate Transactions, Financial Modeling, Structured Finance, Financial Institutions
Education
Northeastern University 1987 — 1993
English
WT Woodson HS 1983 — 1987
Opus Bank May 2011 - Present
Marcus & Millichap Capital Corp. November 2008 - January 2011
Union Bank July 2007 - August 2008
Washington Mutual December 2003 - July 2007
Union Bank of California July 1999 - November 2003
Bank of America January 1998 - June 1999
Lehman Brothers April 1997 - December 1997
Metropolitan Funding Corp. February 1994 - February 1997
Skills
Loans, Real Estate, Apartments, Loan Structuring, Banking, Commercial Mortgages, Real Estate Finance, Underwriting, Debt, Investment Properties, Microsoft Office, Real Estate Economics, Due Diligence, CMBS, Financial Structuring, Capital, FHA, Valuation, Capital Markets, Mortgage Lending, Residential Mortgages, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Small Business Lending, Commercial Lending, Asset Management, Credit Analysis, Brokerage, Management, Mezzanine, Disposition, Asset Managment, Commercial Banking, Loan Servicing, Entrepreneurship, Investments, Credit, Construction Loans, Portfolio Management, Finance, Refinance, Asset Based Lending, Funding, Real Estate Development, Property, Real Estate Transactions, Financial Modeling, Structured Finance, Financial Institutions
Education
Northeastern University 1987 — 1993
English
WT Woodson HS 1983 — 1987
Charles Okoye's Lehman Brothers Experience September 2003 - February 2006
Job
Industry Management Consulting
Experience
Deloitte June 2013 - August 2013
Deloitte Consulting LLP July 2012 - August 2012
Gambit Trading, LLC May 2008 - April 2012
LaSalle Bank June 2006 - January 2008
Lehman Brothers September 2003 - February 2006
Lehman Brothers July 2001 - September 2003
Skills
Risk Management, Fixed Income, Derivatives, Bonds, Financial Modeling, Trading, Financial Markets, Proprietary Trading, Capital Markets, Bloomberg, Financial Risk
Education
The University of Chicago Booth School of Business 2012 — 2014
Northwestern University 1997 — 2001
Applied Mathematics
Deloitte June 2013 - August 2013
Deloitte Consulting LLP July 2012 - August 2012
Gambit Trading, LLC May 2008 - April 2012
LaSalle Bank June 2006 - January 2008
Lehman Brothers September 2003 - February 2006
Lehman Brothers July 2001 - September 2003
Skills
Risk Management, Fixed Income, Derivatives, Bonds, Financial Modeling, Trading, Financial Markets, Proprietary Trading, Capital Markets, Bloomberg, Financial Risk
Education
The University of Chicago Booth School of Business 2012 — 2014
Northwestern University 1997 — 2001
Applied Mathematics
Bradley Sweeney's Lehman Brothers Experience August 2005 - September 2008
Job Director, Head of U.S. Distressed Desk Analysts
Industry Capital Markets
Experience
Barclays Capital September 2008 - Present
Lehman Brothers August 2005 - September 2008
Morningstar August 1999 - August 2003
Skills
Equities, Bonds, Special Situations, CDS, Distressed Debt, Distressed Property, Hedge Funds, Mutual Funds, Loans, Fixed Income, Capital Markets, Investment Banking, Investments, Bloomberg, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Northwestern University 1997 — 1998
M.A.
The University of Kansas 1992 — 1997
B.A.
Barclays Capital September 2008 - Present
Lehman Brothers August 2005 - September 2008
Morningstar August 1999 - August 2003
Skills
Equities, Bonds, Special Situations, CDS, Distressed Debt, Distressed Property, Hedge Funds, Mutual Funds, Loans, Fixed Income, Capital Markets, Investment Banking, Investments, Bloomberg, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Northwestern University 1997 — 1998
M.A.
The University of Kansas 1992 — 1997
B.A.
Victor Valdivia's Lehman Brothers Experience 1998 - 1999
Job
Industry Financial Services
Experience
Hudson River Analytics, Inc. 2001 - Present
Brad Peery, Inc. 2000 - 2001
Lehman Brothers 1998 - 1999
Skills
Banking, Business Analysis, Accounting, Business Analytics, Data Analysis, Management Consulting, Project Management, Financial Accounting, Loans, Loan Analytics, Mortgage, Financial Regulation, Dodd-Frank, Loan Servicing, Data Mining, Statistics, Econometrics, Economics, Technology Development, Technology..., Cross-functional Team..., Databases, Accounting Standards, Internal Controls, Testing, New Business Development, Regulatory Reporting, Internal Control..., Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Forecasting, Risk Management, Capital Markets, Equities, Fixed Income, Financial Risk, Compliance, GAAP, IFRS, Regulations, SEC filings, sub-ledger, Credit Risk, Credit Default, Credit Models, Sarbanes-Oxley, Finance, Auditing
Education
Stanford University
B.A., B.S., M.S.
Northwestern University
Ph.D.
Hudson River Analytics, Inc. 2001 - Present
Brad Peery, Inc. 2000 - 2001
Lehman Brothers 1998 - 1999
Skills
Banking, Business Analysis, Accounting, Business Analytics, Data Analysis, Management Consulting, Project Management, Financial Accounting, Loans, Loan Analytics, Mortgage, Financial Regulation, Dodd-Frank, Loan Servicing, Data Mining, Statistics, Econometrics, Economics, Technology Development, Technology..., Cross-functional Team..., Databases, Accounting Standards, Internal Controls, Testing, New Business Development, Regulatory Reporting, Internal Control..., Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Forecasting, Risk Management, Capital Markets, Equities, Fixed Income, Financial Risk, Compliance, GAAP, IFRS, Regulations, SEC filings, sub-ledger, Credit Risk, Credit Default, Credit Models, Sarbanes-Oxley, Finance, Auditing
Education
Stanford University
B.A., B.S., M.S.
Northwestern University
Ph.D.
Benton Lee, CFA's Lehman Brothers Experience January 2004 - October 2006
Job
Industry Venture Capital & Private Equity
Experience
Juggernaut Capital Partners July 2011 - Present
Allied Capital October 2006 - April 2010
Lehman Brothers January 2004 - October 2006
Education
Northwestern University - Kellogg School of Management 2010 — 2011
M.B.A., Management, Marketing
New York University - Leonard N. Stern School of Business 2000 — 2004
B.S., Finance, Accounting
Juggernaut Capital Partners July 2011 - Present
Allied Capital October 2006 - April 2010
Lehman Brothers January 2004 - October 2006
Education
Northwestern University - Kellogg School of Management 2010 — 2011
M.B.A., Management, Marketing
New York University - Leonard N. Stern School of Business 2000 — 2004
B.S., Finance, Accounting
Scott Rosenblum's Lehman Brothers Experience 2000 - 2003
Job The Stulberg Group
Industry Investment Management
Experience
Merrill Lynch February 2014 - Present
RH Bluestein & Company 2003 - February 2014
Lehman Brothers 2000 - 2003
Skills
Alternative Investments, Valuation, Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Hedge Funds, Equities, Financial Modeling, Asset Allocation, Capital Markets, Investment Strategies, Private Equity, Venture Capital, Investment Management
Education
Northwestern University - Kellogg School of Management 1999 — 2000
MS
Northwestern University 1995 — 1999
BA
Andover High School
Merrill Lynch February 2014 - Present
RH Bluestein & Company 2003 - February 2014
Lehman Brothers 2000 - 2003
Skills
Alternative Investments, Valuation, Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Hedge Funds, Equities, Financial Modeling, Asset Allocation, Capital Markets, Investment Strategies, Private Equity, Venture Capital, Investment Management
Education
Northwestern University - Kellogg School of Management 1999 — 2000
MS
Northwestern University 1995 — 1999
BA
Andover High School
Micah Friedland's Lehman Brothers Experience June 2007 - September 2007
Job CoFounder at Success! Life and Financial Consultants
Industry Venture Capital & Private Equity
Experience
Success! Life and Financial Consultants June 2012 - Present
Ohr Samayach September 2011 - April 2015
MLists May 2010 - May 2014
Lazard Freres & Co. May 2009 - September 2010
JP Morgan June 2008 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Investment Banking, Restructuring, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Corporate Development, Due Diligence, Investments, Emerging Markets, Capital Markets, Entrepreneurship, Equities, Financial Analysis, M&A experience, LBO, Start-ups, Strategy
Education
Northwestern University 2005 — 2009
BA
Northwestern University - Kellogg School of Management 2007 — 2008
Financial Economics
Success! Life and Financial Consultants June 2012 - Present
Ohr Samayach September 2011 - April 2015
MLists May 2010 - May 2014
Lazard Freres & Co. May 2009 - September 2010
JP Morgan June 2008 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Investment Banking, Restructuring, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Corporate Development, Due Diligence, Investments, Emerging Markets, Capital Markets, Entrepreneurship, Equities, Financial Analysis, M&A experience, LBO, Start-ups, Strategy
Education
Northwestern University 2005 — 2009
BA
Northwestern University - Kellogg School of Management 2007 — 2008
Financial Economics
Parvez Siddiqui's Lehman Brothers Experience 2002 - 2003
Job Analyst at Distressed Debt & Special Situations Equity Hedge Fund
Industry Investment Management
Experience
Distressed Debt & Special Situations Equity Hedge Fund 2010 - 2011
American Capital 2006 - 2008
Jefferies Broadview 2004 - 2006
Lehman Brothers 2002 - 2003
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Finance, Corporate Development, LBO, Due Diligence, Finance, Investment Banking, Private Equity, Financial Analysis, Business Strategy, Capital Markets, Derivatives, Equities, Emerging Markets, Mergers & Acquisitions
Education
Northwestern University
Distressed Debt & Special Situations Equity Hedge Fund 2010 - 2011
American Capital 2006 - 2008
Jefferies Broadview 2004 - 2006
Lehman Brothers 2002 - 2003
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Finance, Corporate Development, LBO, Due Diligence, Finance, Investment Banking, Private Equity, Financial Analysis, Business Strategy, Capital Markets, Derivatives, Equities, Emerging Markets, Mergers & Acquisitions
Education
Northwestern University
Kent Berkley's Lehman Brothers Experience June 2005 - July 2006
Job Associate at The Edgewater Funds
Industry Financial Services
Experience
The Edgewater Funds July 2012 - Present
Kellogg School of Management August 2010 - June 2012
CIVC Partners March 2008 - August 2010
Dresner Partners August 2006 - February 2008
Lehman Brothers June 2005 - July 2006
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Northwestern University 2001 — 2005
The Edgewater Funds July 2012 - Present
Kellogg School of Management August 2010 - June 2012
CIVC Partners March 2008 - August 2010
Dresner Partners August 2006 - February 2008
Lehman Brothers June 2005 - July 2006
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Northwestern University 2001 — 2005
Phillip Assaad's Lehman Brothers Experience March 2004 - July 2006
Job Systems Analyst at Bank of America
Industry Financial Services
Experience
Bank of America October 2009 - 2014
Bank of America October 2009 - March 2010
Barclays Capital October 2006 - September 2009
Lehman Brothers March 2004 - July 2006
Citibank's September 2000 - December 2003
Prudential Insurance Company January 1999 - September 2000
Mathsoft Corporation September 1997 - December 1998
Skills
User Acceptance Testing, SDLC, Quality Center, Testing, Quality Assurance, Business Analysis, Oracle, Databases, Unix, SQL, Risk Management, Microsoft SQL Server, Integration, Trading Systems, Business Intelligence, Electronic Trading, Derivatives, Fixed Income, Data Analysis, Teradata Data Warehouse, Anti Money Laundering, Credit Risk, SQL Server, Quality Center..., Informatica, Informatica..., Oracle PL/SQL..., Agile Methodologies, Release Management, CCAR, Basel II, Basel III, Bus, Data, Data Warehousing, Data Warehouse..., Data Warehouse..., Project Management, HP Quality Center, Software Development, XML
Education
Northeastern University 1994 — 1997
Bachelors of Science, Civil Environmental Engineering
University of Massachusetts, Amherst 1992 — 1993
Engineering
Bank of America October 2009 - 2014
Bank of America October 2009 - March 2010
Barclays Capital October 2006 - September 2009
Lehman Brothers March 2004 - July 2006
Citibank's September 2000 - December 2003
Prudential Insurance Company January 1999 - September 2000
Mathsoft Corporation September 1997 - December 1998
Skills
User Acceptance Testing, SDLC, Quality Center, Testing, Quality Assurance, Business Analysis, Oracle, Databases, Unix, SQL, Risk Management, Microsoft SQL Server, Integration, Trading Systems, Business Intelligence, Electronic Trading, Derivatives, Fixed Income, Data Analysis, Teradata Data Warehouse, Anti Money Laundering, Credit Risk, SQL Server, Quality Center..., Informatica, Informatica..., Oracle PL/SQL..., Agile Methodologies, Release Management, CCAR, Basel II, Basel III, Bus, Data, Data Warehousing, Data Warehouse..., Data Warehouse..., Project Management, HP Quality Center, Software Development, XML
Education
Northeastern University 1994 — 1997
Bachelors of Science, Civil Environmental Engineering
University of Massachusetts, Amherst 1992 — 1993
Engineering
Scott Claiborne's Lehman Brothers Experience June 2005 - January 2007
Job Global Derivatives Execution and Trading Platform Support Specialist
Industry Banking
Experience
Blue Fire Capital, LLC June 2015 - October 2015
Goldman Sachs July 2013 - April 2015
BlueFire Capital 2015 - 2015
BlueFire Capital 2015 - 2015
ConvergEx RealTick October 2011 - July 2013
UBS Investment Bank January 2008 - April 2010
Lehman Brothers June 2005 - January 2007
UBS Investment Bank February 2002 - November 2004
COMMERZ FUTURES LLC January 1999 - January 2002
Calyon Financial January 1997 - January 1999
Skills
Derivatives, Electronic Trading, Options, Hedge Funds, Equities, Financial Markets, Bloomberg, FX Options, Commodity, Portfolio Management, Bonds, Risk Management, Financial Risk, Capital Markets, Trading
Education
Northern Illinois University
BACHELOR OF SCIENCE
Blue Fire Capital, LLC June 2015 - October 2015
Goldman Sachs July 2013 - April 2015
BlueFire Capital 2015 - 2015
BlueFire Capital 2015 - 2015
ConvergEx RealTick October 2011 - July 2013
UBS Investment Bank January 2008 - April 2010
Lehman Brothers June 2005 - January 2007
UBS Investment Bank February 2002 - November 2004
COMMERZ FUTURES LLC January 1999 - January 2002
Calyon Financial January 1997 - January 1999
Skills
Derivatives, Electronic Trading, Options, Hedge Funds, Equities, Financial Markets, Bloomberg, FX Options, Commodity, Portfolio Management, Bonds, Risk Management, Financial Risk, Capital Markets, Trading
Education
Northern Illinois University
BACHELOR OF SCIENCE
Adam Waldo's Lehman Brothers Experience 2001 - 2004
Job Chairman and Managing Member, Lismore Partners, LLC
Industry Investment Management
Experience
Lismore Partners, LLC November 2007 - Present
Silver Oak Services Partners, LLC December 2005 - November 2007
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 1999 - 2001
Morgan Stanley & Company, Inc. 1996 - 1999
PepsiCo, Inc.--Frito-Lay Division 1991 - 1994
Bain & Company 1989 - 1990
Skills
Private Equity, Alternative Investments, Corporate Development, Equities, Financial Modeling, Venture Capital, Valuation, Hedge Funds, Investments, Investment Banking, Capital Markets, Asset Managment, LBO, Mergers, Due Diligence, Equity Research, Corporate Finance, Financial Structuring, Portfolio Management
Education
Northwestern University 1994 — 1996
MBA, Finance & Marketing
University of Michigan 1986 — 1989
BA, Political Science
Lismore Partners, LLC November 2007 - Present
Silver Oak Services Partners, LLC December 2005 - November 2007
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 1999 - 2001
Morgan Stanley & Company, Inc. 1996 - 1999
PepsiCo, Inc.--Frito-Lay Division 1991 - 1994
Bain & Company 1989 - 1990
Skills
Private Equity, Alternative Investments, Corporate Development, Equities, Financial Modeling, Venture Capital, Valuation, Hedge Funds, Investments, Investment Banking, Capital Markets, Asset Managment, LBO, Mergers, Due Diligence, Equity Research, Corporate Finance, Financial Structuring, Portfolio Management
Education
Northwestern University 1994 — 1996
MBA, Finance & Marketing
University of Michigan 1986 — 1989
BA, Political Science
Neil Shah's Lehman Brothers Experience 2002 - 2005
Job Manager, Private Investments & Real Assets at Northwestern University
Industry Investment Management
Experience
Northwestern University November 2011 - Present
Gordon & Betty Moore Foundation January 2007 - July 2009
Lehman Brothers 2002 - 2005
Education
Haas School of Business, UC Berkeley 2009 — 2011
MBA
Northwestern University 1998 — 2002
American Studies Honors Program
Northwestern University November 2011 - Present
Gordon & Betty Moore Foundation January 2007 - July 2009
Lehman Brothers 2002 - 2005
Education
Haas School of Business, UC Berkeley 2009 — 2011
MBA
Northwestern University 1998 — 2002
American Studies Honors Program
Brandon Wolanski's Lehman Brothers Experience July 2006 - Present
Job TaxExempt Interest Rate Derivative Sales at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers July 2006 - Present
Education
Northeastern University 2001 — 2006
Lehman Brothers July 2006 - Present
Education
Northeastern University 2001 — 2006
Pascal Bandelier's Lehman Brothers Experience July 2001 - Present
Job Senior Vice President at Lehman Brothers
Industry Investment Banking
Experience
Lehman Brothers July 2001 - Present
Education
Northwestern University 1997 — 2001
Lehman Brothers July 2001 - Present
Education
Northwestern University 1997 — 2001
Alan Polo's Lehman Brothers Experience March 2006 - September 2008
Job Director, Global Electronic Trading at Sanford C. Bernstein
Industry Capital Markets
Experience
Sanford C. Bernstein August 2014 - Present
ITG October 2008 - August 2014
Lehman Brothers March 2006 - September 2008
ITG, Inc (Investment Technology Group) 2003 - March 2006
ITG 2003 - 2006
Investment Technology Group 2003 - 2006
The Macgregor Group 2000 - 2003
Linedata Services 1998 - 2001
Scudder 1994 - 1995
Skills
Electronic Trading, EMS, Order Management, Trading Systems, Smart Order Routing, Program Trading, Low Latency, Exchange Connectivity, Execution Management, Equity Trading, Trading, Trading Technology, Trade Execution, Equity Derivatives, Market Data, Execution Management..., Trading System, Equities, Routing, Trading Strategies, Hedge Funds, Bloomberg, Financial Markets, Proprietary Trading, ETFs, FX Options
Education
Northeastern University 1991 — 1996
Bachelors, Finance
Kimball Union Academy 1987 — 1991
High School
Sanford C. Bernstein August 2014 - Present
ITG October 2008 - August 2014
Lehman Brothers March 2006 - September 2008
ITG, Inc (Investment Technology Group) 2003 - March 2006
ITG 2003 - 2006
Investment Technology Group 2003 - 2006
The Macgregor Group 2000 - 2003
Linedata Services 1998 - 2001
Scudder 1994 - 1995
Skills
Electronic Trading, EMS, Order Management, Trading Systems, Smart Order Routing, Program Trading, Low Latency, Exchange Connectivity, Execution Management, Equity Trading, Trading, Trading Technology, Trade Execution, Equity Derivatives, Market Data, Execution Management..., Trading System, Equities, Routing, Trading Strategies, Hedge Funds, Bloomberg, Financial Markets, Proprietary Trading, ETFs, FX Options
Education
Northeastern University 1991 — 1996
Bachelors, Finance
Kimball Union Academy 1987 — 1991
High School
Alex Pang, CFA's Lehman Brothers Experience June 2001 - April 2004
Job Senior Quantitative Analyst, Ellington Management Group
Industry Capital Markets
Experience
Ellington Management Group March 2012 - Present
Ally Financial February 2010 - March 2012
Plainfield Asset Management May 2007 - February 2010
C-BASS April 2004 - May 2007
Lehman Brothers June 2001 - April 2004
Merrill Lynch 2000 - 2001
FINCAD 1998 - 2000
Nuclear Theory Center, Indiana University 1995 - 1996
Skills
Valuation, Structured Products, Portfolio Management, Fixed Income, Analytics, Risk Management, Quantitative Finance, Investment Strategies, Quantitative Analytics, Hedge Funds, Finance, Derivatives, Investments, Equities, Bloomberg
Education
North Carolina State University
PhD, Nuclear/Particles Physics
The University of British Columbia
MS, Computer Science
Ellington Management Group March 2012 - Present
Ally Financial February 2010 - March 2012
Plainfield Asset Management May 2007 - February 2010
C-BASS April 2004 - May 2007
Lehman Brothers June 2001 - April 2004
Merrill Lynch 2000 - 2001
FINCAD 1998 - 2000
Nuclear Theory Center, Indiana University 1995 - 1996
Skills
Valuation, Structured Products, Portfolio Management, Fixed Income, Analytics, Risk Management, Quantitative Finance, Investment Strategies, Quantitative Analytics, Hedge Funds, Finance, Derivatives, Investments, Equities, Bloomberg
Education
North Carolina State University
PhD, Nuclear/Particles Physics
The University of British Columbia
MS, Computer Science
Peter Xu's Lehman Brothers Experience October 2006 - April 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2010 - Present
GMO April 2008 - January 2010
Lehman Brothers October 2006 - April 2008
Egenera February 2001 - October 2006
Informix Software July 1999 - January 2001
Skills
Market Data, Derivatives, Electronic Trading, Capital Markets, Fixed Income, Trading Systems, Unix, Equities, Equity Derivatives
Education
Northeastern University
M.S., Computer Science
Barclays Capital January 2010 - Present
GMO April 2008 - January 2010
Lehman Brothers October 2006 - April 2008
Egenera February 2001 - October 2006
Informix Software July 1999 - January 2001
Skills
Market Data, Derivatives, Electronic Trading, Capital Markets, Fixed Income, Trading Systems, Unix, Equities, Equity Derivatives
Education
Northeastern University
M.S., Computer Science
Raju Neve's Lehman Brothers Experience August 2007 - September 2008
Job Sr Java Developer at Saksoft
Industry Information Technology and Services
Experience
Saksoft December 2011 - Present
Nomura October 2008 - December 2011
Lehman Brothers August 2007 - September 2008
Asian Paints January 2006 - August 2007
Skills
Core Java, Hadoop, MapReduce, Java Enterprise Edition, Unix, Big Data, Investment Banking, Spring, Sybase, Hibernate, Oracle, Unix Shell Scripting, Solaris, Struts, Weblogic, Flex, PL/SQL, SQL, SDLC, Requirements Analysis, Mortgage Banking, Java, Spring Framework, Shell Scripting
Education
Symbiosis Institute of Computer Studies and Research 2004 — 2006
M. Sc. C. A., Computer Application
North Maharashtra University 2001 — 2004
B.Sc., Computer Science
Saksoft December 2011 - Present
Nomura October 2008 - December 2011
Lehman Brothers August 2007 - September 2008
Asian Paints January 2006 - August 2007
Skills
Core Java, Hadoop, MapReduce, Java Enterprise Edition, Unix, Big Data, Investment Banking, Spring, Sybase, Hibernate, Oracle, Unix Shell Scripting, Solaris, Struts, Weblogic, Flex, PL/SQL, SQL, SDLC, Requirements Analysis, Mortgage Banking, Java, Spring Framework, Shell Scripting
Education
Symbiosis Institute of Computer Studies and Research 2004 — 2006
M. Sc. C. A., Computer Application
North Maharashtra University 2001 — 2004
B.Sc., Computer Science
Alex Yu's Lehman Brothers Experience August 2007 - July 2010
Job Private Equity Group at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
The Boston Consulting Group June 2013 - August 2013
Fenway Partners July 2010 - June 2012
Lehman Brothers August 2007 - July 2010
Skills
Strategy, Private Equity, Investments, Portfolio Management, Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Due Diligence, Financial Analysis, Corporate Development, Equities, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance & Management
Northwestern University
Bachelor of Arts (B.A.), Economics & History
Goldman Sachs July 2014 - Present
The Boston Consulting Group June 2013 - August 2013
Fenway Partners July 2010 - June 2012
Lehman Brothers August 2007 - July 2010
Skills
Strategy, Private Equity, Investments, Portfolio Management, Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Due Diligence, Financial Analysis, Corporate Development, Equities, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance & Management
Northwestern University
Bachelor of Arts (B.A.), Economics & History
Rijalda Bekic's Lehman Brothers Experience June 2006 - June 2008
Job Trader Assistant, Structured Credit Portfolio Group, Barclays Capital
Industry Financial Services
Experience
Barclays Capital March 2009 - Present
Lehman Brothers June 2006 - June 2008
Education
Northeastern University 2001 — 2006
BS in International Business, Finance and Marketing
Universidad Pontificia Comillas 2004 — 2005
ICADE E4, International Business/Finance
Barclays Capital March 2009 - Present
Lehman Brothers June 2006 - June 2008
Education
Northeastern University 2001 — 2006
BS in International Business, Finance and Marketing
Universidad Pontificia Comillas 2004 — 2005
ICADE E4, International Business/Finance
Joyce Oberdorf's Lehman Brothers Experience 1993 - 1994
Job Nonprofit Consultant
Industry Nonprofit Organization Management
Experience
National Parkinson Foundation March 2008 - July 2015
The Michael J. Fox Foundation for Parkinson's Research June 2002 - August 2007
Aetna, INC. October 1995 - February 2001
Lehman Brothers 1993 - 1994
Chemical Bank January 1988 - February 1992
Burson-Marsteller October 1984 - January 1988
Skills
Fundraising Campaign..., Nonprofit Consulting, Strategic Planning, Constituent..., Branding, Health Education, Patient Education, Patient Advocacy, Medical Research, Major Donor Cultivation, Donor Engagement
Education
Northern Illinois University 1974 — 1976
Master's degree, English and American Literature
Rutgers University-New Brunswick
Bachelor of Arts (BA), English Literature and Classics
National Parkinson Foundation March 2008 - July 2015
The Michael J. Fox Foundation for Parkinson's Research June 2002 - August 2007
Aetna, INC. October 1995 - February 2001
Lehman Brothers 1993 - 1994
Chemical Bank January 1988 - February 1992
Burson-Marsteller October 1984 - January 1988
Skills
Fundraising Campaign..., Nonprofit Consulting, Strategic Planning, Constituent..., Branding, Health Education, Patient Education, Patient Advocacy, Medical Research, Major Donor Cultivation, Donor Engagement
Education
Northern Illinois University 1974 — 1976
Master's degree, English and American Literature
Rutgers University-New Brunswick
Bachelor of Arts (BA), English Literature and Classics
Kevin Vedder's Lehman Brothers Experience December 2006 - September 2008
Job Sr. Project Manager NorthPark Group
Industry Financial Services
Experience
The NorthPark Group, LLC April 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers December 2006 - September 2008
Keane April 2001 - December 2006
marchFIRST January 2000 - April 2001
Andersen Consulting August 1998 - January 2000
CSC Consulting August 1993 - August 1998
Education
Rutgers University-New Brunswick 1995 — 1998
MBA, Finance
Northwestern University 1989 — 1993
BS, Industrial Engineering
The NorthPark Group, LLC April 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers December 2006 - September 2008
Keane April 2001 - December 2006
marchFIRST January 2000 - April 2001
Andersen Consulting August 1998 - January 2000
CSC Consulting August 1993 - August 1998
Education
Rutgers University-New Brunswick 1995 — 1998
MBA, Finance
Northwestern University 1989 — 1993
BS, Industrial Engineering
Jon Mollenhauer's Lehman Brothers Experience September 2004 - September 2008
Job SVP, Business Insight at Leo Burnett
Industry Consumer Goods
Experience
Leo Burnett May 2015 - Present
Sears Holdings Corporation August 2011 - May 2015
Nomura October 2008 - August 2011
Lehman Brothers September 2004 - September 2008
Bain & Company August 2000 - September 2004
AMS 1996 - 1998
Skills
Business Strategy, Business Planning, Negotiation, Retail, Budgeting, Business Development, Management, Competitive Analysis, Strategy, Leadership, Budgets, Product Management, CRM, Change Management, Strategic Planning, Vendor Management, Financial Analysis, Process Improvement
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Strategy, Finance
Wesleyan University 1991 — 1995
BA, honors, Mathematics, Physics
Northern Arizona University 1994 — 1994
n/a, Mathematics
Leo Burnett May 2015 - Present
Sears Holdings Corporation August 2011 - May 2015
Nomura October 2008 - August 2011
Lehman Brothers September 2004 - September 2008
Bain & Company August 2000 - September 2004
AMS 1996 - 1998
Skills
Business Strategy, Business Planning, Negotiation, Retail, Budgeting, Business Development, Management, Competitive Analysis, Strategy, Leadership, Budgets, Product Management, CRM, Change Management, Strategic Planning, Vendor Management, Financial Analysis, Process Improvement
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Strategy, Finance
Wesleyan University 1991 — 1995
BA, honors, Mathematics, Physics
Northern Arizona University 1994 — 1994
n/a, Mathematics
Naga Beeram's Lehman Brothers Experience August 1997 - September 2008
Job Consultant at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2013 - Present
Deutsche Bank February 2010 - December 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers August 1997 - September 2008
OppenheimerFunds April 1997 - August 1997
Verizon September 1996 - April 1997
Merrill Lynch June 1995 - September 1996
Simon and Schuster September 1994 - March 1995
Skills
Fixed Income, Credit Derivatives, Electronic Trading, Trading Systems, Prime Brokerage, Equities, Derivatives, Market Data, Equity Derivatives, Sybase, Low Latency, FX Options, Options, Swaps, Bonds, Middle Office, Trading, Interest Rate...
Education
Hyderabad Public School
North Dakota State University
M.S, Computer Science
Osmania University
B.S, Electonics and Communication Engineering
Eaton Vance May 2013 - Present
Deutsche Bank February 2010 - December 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers August 1997 - September 2008
OppenheimerFunds April 1997 - August 1997
Verizon September 1996 - April 1997
Merrill Lynch June 1995 - September 1996
Simon and Schuster September 1994 - March 1995
Skills
Fixed Income, Credit Derivatives, Electronic Trading, Trading Systems, Prime Brokerage, Equities, Derivatives, Market Data, Equity Derivatives, Sybase, Low Latency, FX Options, Options, Swaps, Bonds, Middle Office, Trading, Interest Rate...
Education
Hyderabad Public School
North Dakota State University
M.S, Computer Science
Osmania University
B.S, Electonics and Communication Engineering
Jonathan Burklund's Lehman Brothers Experience 1986 - 1996
Job Weild & Co. Head of Investment Banking
Industry Investment Banking
Experience
Weild & Co. March 2009 - Present
Full Circle Capital Corporation May 2014 - May 2015
River Corporate Advisors March 2009 - May 2015
Stanford Group Company October 2005 - March 2009
Prudential Securities 1996 - 1999
Lehman Brothers 1986 - 1996
Skills
Healthcare, Corporate Advisory, Venture Capital, Mergers, Corporate Finance, Restructuring, Investment Banking, Corporate Development, Mergers & Acquisitions, Equities, Finance, Capital Raising, Start-ups, Financial Advisory, Funding, Executive Management, Capital Markets, Corporate Law, Private Placements, Investments, IPO, Management, LBO, Due Diligence, Private Equity, Valuation, Hedge Funds, M&A experience, Investor Relations, Financial Structuring
Education
Northeastern University 1978 — 1983
BSBA, Finance and Management
Weild & Co. March 2009 - Present
Full Circle Capital Corporation May 2014 - May 2015
River Corporate Advisors March 2009 - May 2015
Stanford Group Company October 2005 - March 2009
Prudential Securities 1996 - 1999
Lehman Brothers 1986 - 1996
Skills
Healthcare, Corporate Advisory, Venture Capital, Mergers, Corporate Finance, Restructuring, Investment Banking, Corporate Development, Mergers & Acquisitions, Equities, Finance, Capital Raising, Start-ups, Financial Advisory, Funding, Executive Management, Capital Markets, Corporate Law, Private Placements, Investments, IPO, Management, LBO, Due Diligence, Private Equity, Valuation, Hedge Funds, M&A experience, Investor Relations, Financial Structuring
Education
Northeastern University 1978 — 1983
BSBA, Finance and Management
gavin filmore's Lehman Brothers Experience 2006 - 2008
Job VP US Head of Equity Derivative Middle Office at Jefferies
Industry Financial Services
Experience
Jefferies August 2014 - Present
Barclays September 2008 - August 2014
Lehman Brothers 2006 - 2008
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Strategy, Investment Banking, Derivatives, Equity Derivatives
Education
Northeastern University 2002 — 2007
Bachelor of Science (BS), Finance
Jefferies August 2014 - Present
Barclays September 2008 - August 2014
Lehman Brothers 2006 - 2008
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Strategy, Investment Banking, Derivatives, Equity Derivatives
Education
Northeastern University 2002 — 2007
Bachelor of Science (BS), Finance
Rebecca (Myers) Staub's Lehman Brothers Experience May 2005 - September 2008
Job Realtor at William Pitt Sotheby's International Realty
Industry Real Estate
Experience
William Pitt Sotheby's International Realty May 2014 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers May 2005 - September 2008
Healey & Healey September 2004 - May 2005
Commonwealth of Massachusetts January 2004 - September 2004
Aviva 2001 - 2003
Skills
Bloomberg, Fixed Income, Equities, Series 7, Investments, Hedge Funds, Capital Markets, Financial Modeling, Derivatives, Valuation, Trading, Asset Management, Bonds, Alternative Investments, Series 63, Portfolio Management, Securities
Education
Northeastern University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
North Penn High School 1995 — 1999
William Pitt Sotheby's International Realty May 2014 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers May 2005 - September 2008
Healey & Healey September 2004 - May 2005
Commonwealth of Massachusetts January 2004 - September 2004
Aviva 2001 - 2003
Skills
Bloomberg, Fixed Income, Equities, Series 7, Investments, Hedge Funds, Capital Markets, Financial Modeling, Derivatives, Valuation, Trading, Asset Management, Bonds, Alternative Investments, Series 63, Portfolio Management, Securities
Education
Northeastern University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
North Penn High School 1995 — 1999
John Adamek's Lehman Brothers Experience 2002 - 2007
Job Senior Underwriter Prime Lending
Industry Banking
Experience
PrimeLending November 2011 - Present
Bank of America March 2008 - November 2011
Lehman Brothers 2002 - 2007
Skills
Mortgage Banking, FHA, Mortgage Lending, Refinance, Residential Mortgages
Education
Northern Illinois University 1992 — 1994
Northern Illinois University 1991 — 1994
Wheaton Central High School
PrimeLending November 2011 - Present
Bank of America March 2008 - November 2011
Lehman Brothers 2002 - 2007
Skills
Mortgage Banking, FHA, Mortgage Lending, Refinance, Residential Mortgages
Education
Northern Illinois University 1992 — 1994
Northern Illinois University 1991 — 1994
Wheaton Central High School
Erin Brouillette's Lehman Brothers Experience AnalystBarclays Wealth2008 - 2009
Job Analyst at Lehman Brothers
Industry Banking
Experience
Lehman Brothers AnalystBarclays Wealth2008 - 2009
Education
Northeastern University 2001 — 2006
Lehman Brothers AnalystBarclays Wealth2008 - 2009
Education
Northeastern University 2001 — 2006
Matthew Cherry's Lehman Brothers Experience June 2007 - January 2008
Job Client Service, Burgiss
Industry Financial Services
Experience
Burgiss August 2015 - Present
ENSO Financial Analytics February 2014 - August 2015
Edward Jones February 2013 - March 2014
KCG Holdings, Inc. January 2011 - January 2013
KCG Holdings, Inc. March 2010 - January 2011
NCMFX Inc. January 2009 - August 2009
Merrill Lynch July 2008 - January 2009
Lehman Brothers June 2007 - January 2008
Skills
Trading, Options, Series 7, Equities, Portfolio Management, Equity Trading, Electronic Trading, Risk Management, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Securities, Fixed Income, VBA, Prime Brokerage, Derivatives, Series 3, CFA level II candidate, Equity Derivatives, Financial Markets, Trading Systems, ETFs, Series 63, series 66, Financial Risk, Annex IV, Regulatory Analysis, Regulatory Reporting
Education
Northeastern University 2005 — 2010
Bacholors of Science, Finance, Accounting
Howell High School
Burgiss August 2015 - Present
ENSO Financial Analytics February 2014 - August 2015
Edward Jones February 2013 - March 2014
KCG Holdings, Inc. January 2011 - January 2013
KCG Holdings, Inc. March 2010 - January 2011
NCMFX Inc. January 2009 - August 2009
Merrill Lynch July 2008 - January 2009
Lehman Brothers June 2007 - January 2008
Skills
Trading, Options, Series 7, Equities, Portfolio Management, Equity Trading, Electronic Trading, Risk Management, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Securities, Fixed Income, VBA, Prime Brokerage, Derivatives, Series 3, CFA level II candidate, Equity Derivatives, Financial Markets, Trading Systems, ETFs, Series 63, series 66, Financial Risk, Annex IV, Regulatory Analysis, Regulatory Reporting
Education
Northeastern University 2005 — 2010
Bacholors of Science, Finance, Accounting
Howell High School
Derek Schneider's Lehman Brothers Experience November 2006 - March 2008
Job Associate Real Estate Investing at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley August 2011 - Present
JER Partners August 2008 - July 2011
Lehman Brothers November 2006 - March 2008
Robert W. Baird July 2005 - November 2006
Education
Northwestern University 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer Study Abroad, International Economics
Morgan Stanley August 2011 - Present
JER Partners August 2008 - July 2011
Lehman Brothers November 2006 - March 2008
Robert W. Baird July 2005 - November 2006
Education
Northwestern University 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer Study Abroad, International Economics
Darcy Volpe's Lehman Brothers Experience March 1998 - September 2008
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital May 2012 - Present
Bank of America May 2010 - December 2011
FBR May 2009 - March 2010
Lehman Brothers March 1998 - September 2008
Bantam Doubleday Dell March 1997 - March 1998
Planet Hollywood December 1994 - December 1996
Education
University of South Florida 1991 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
North Carolina State University 1990 — 1991
Barclays Capital May 2012 - Present
Bank of America May 2010 - December 2011
FBR May 2009 - March 2010
Lehman Brothers March 1998 - September 2008
Bantam Doubleday Dell March 1997 - March 1998
Planet Hollywood December 1994 - December 1996
Education
University of South Florida 1991 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
North Carolina State University 1990 — 1991
Amy Gallatin's Lehman Brothers Experience January 1994 - February 1996
Job Photographic Artist and M.O.M.
Industry Photography
Experience
Amy Gallatin Photography Eyes into Soul 2010 - Present
S & E Growth 2004 - Present
... October 2002 - Present
Merrill Lynch February 1996 - February 2003
Lehman Brothers January 1994 - February 1996
Skills
Fundraising, Leadership, Strategic Planning, Public Speaking, Leadership Development, Nonprofits, Social Media, Philanthropy, Marketing, Human Resources, Event Planning, Customer Service, Start-ups, Equities, Portfolio Management, Creative Problem Solving, Child Development, Parenting, Photography, Event Management, Creative Solutions, Growth Management, Human Development, Digital Photography, Sales, Team Building, Strategy, Working With Children, Children Photography, Children Matters, Child Welfare
Education
Adelphi University 1990 — 1992
BBA
Northeastern University 1988 — 1990
Oceanside High School 1984 — 1988
Diploma
Amy Gallatin Photography Eyes into Soul 2010 - Present
S & E Growth 2004 - Present
... October 2002 - Present
Merrill Lynch February 1996 - February 2003
Lehman Brothers January 1994 - February 1996
Skills
Fundraising, Leadership, Strategic Planning, Public Speaking, Leadership Development, Nonprofits, Social Media, Philanthropy, Marketing, Human Resources, Event Planning, Customer Service, Start-ups, Equities, Portfolio Management, Creative Problem Solving, Child Development, Parenting, Photography, Event Management, Creative Solutions, Growth Management, Human Development, Digital Photography, Sales, Team Building, Strategy, Working With Children, Children Photography, Children Matters, Child Welfare
Education
Adelphi University 1990 — 1992
BBA
Northeastern University 1988 — 1990
Oceanside High School 1984 — 1988
Diploma
Chad Cornelison's Lehman Brothers Experience March 2001 - September 2008
Job VP at Citi
Industry Information Technology and Services
Experience
Citi May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers March 2001 - September 2008
Starpoint Solutions June 1998 - March 2001
Trecom Business Systems February 1996 - June 1998
DMR Consulting February 1996 - June 1998
Thinking Machines Corporation 1992 - 1994
Skills
Risk Management, Agile Methodologies, SDLC
Education
Northeastern University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Computer Science
Citi May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers March 2001 - September 2008
Starpoint Solutions June 1998 - March 2001
Trecom Business Systems February 1996 - June 1998
DMR Consulting February 1996 - June 1998
Thinking Machines Corporation 1992 - 1994
Skills
Risk Management, Agile Methodologies, SDLC
Education
Northeastern University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Computer Science
David Fatina's Lehman Brothers Experience 2004 - 2007
Job President/Managing Partner, Wedgewood Capital, LLC
Industry Financial Services
Experience
Wedgewood Capital, LLC 2007 - Present
Lehman Brothers 2004 - 2007
HSBC 1983 - 2004
Household International, Inc. 1983 - 2004
Skills
Risk Management, Mortgage Lending, Loans, Credit, Due Diligence, Portfolio Management, Banking, Financial Services, Mergers & Acquisitions, Asset Management, Credit Risk, Financial Modeling, Finance, Financial Risk, Underwriting, Executive Management, Loan Origination, Management, Capital Markets, Financial Structuring, Investments, Mortgage Banking, Structured Finance
Education
Northern Illinois University 1978 — 1981
Northern Illinois University 1977 — 1981
BS, Accounting
Wedgewood Capital, LLC 2007 - Present
Lehman Brothers 2004 - 2007
HSBC 1983 - 2004
Household International, Inc. 1983 - 2004
Skills
Risk Management, Mortgage Lending, Loans, Credit, Due Diligence, Portfolio Management, Banking, Financial Services, Mergers & Acquisitions, Asset Management, Credit Risk, Financial Modeling, Finance, Financial Risk, Underwriting, Executive Management, Loan Origination, Management, Capital Markets, Financial Structuring, Investments, Mortgage Banking, Structured Finance
Education
Northern Illinois University 1978 — 1981
Northern Illinois University 1977 — 1981
BS, Accounting
Dan Rudgers's Lehman Brothers Experience 2005 - 2008
Job Lazard, Private Fund Advisory Group, Managing Director
Industry Financial Services
Experience
Lazard June 2008 - Present
Lehman Brothers 2005 - 2008
Wachovia Securities, LLC 2003 - 2005
Bankers Trust/Deutsche Bank 1990 - 2003
Education
Niagara University 1980 — 1984
Pavilion Central School
Lazard June 2008 - Present
Lehman Brothers 2005 - 2008
Wachovia Securities, LLC 2003 - 2005
Bankers Trust/Deutsche Bank 1990 - 2003
Education
Niagara University 1980 — 1984
Pavilion Central School
Robb Fritz's Lehman Brothers Experience August 1996 - May 2001
Job Global Producer at NBCUniversal, Inc.
Industry Internet
Experience
NBCUniversal, Inc. October 2013 - Present
NBCUniversal, Inc. March 2011 - October 2013
NBCUniversal, Inc. March 2006 - March 2011
Freelance February 2001 - April 2006
United Way of Greater Los Angeles May 2002 - March 2006
Lehman Brothers August 1996 - May 2001
Skills
New Media, Copywriting, Social Media, Media Relations, Television, Social Networking, Social Media Marketing, Mac, Digital Media, Public Relations, Entertainment, Content Strategy, Screenwriting, Editing, Advertising, Film, Dreamweaver, Editorial, Marketing, Publicity, Publishing
Education
Northwestern University 1986 — 1991
Bachelor of Arts (B.A.), English Literature
Northwestern University 1986 — 1990
B.A., English
NBCUniversal, Inc. October 2013 - Present
NBCUniversal, Inc. March 2011 - October 2013
NBCUniversal, Inc. March 2006 - March 2011
Freelance February 2001 - April 2006
United Way of Greater Los Angeles May 2002 - March 2006
Lehman Brothers August 1996 - May 2001
Skills
New Media, Copywriting, Social Media, Media Relations, Television, Social Networking, Social Media Marketing, Mac, Digital Media, Public Relations, Entertainment, Content Strategy, Screenwriting, Editing, Advertising, Film, Dreamweaver, Editorial, Marketing, Publicity, Publishing
Education
Northwestern University 1986 — 1991
Bachelor of Arts (B.A.), English Literature
Northwestern University 1986 — 1990
B.A., English
Elaine (Prodromou) Mavrommatis's Lehman Brothers Experience 1993 - 1999
Job Associate Creative Director at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network 2013 - Present
Commonwealth Financial 2009 - 2013
Fidelity Investments 2005 - 2009
fleetboston financial 2002 - 2004
bank of america 2002 - 2004
beth israel deaconess medical center 1999 - 2002
Beth Israel Deaconess Medical Center/CareGroup Healthcare System 1999 - 2002
Lehman Brothers 1993 - 1999
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Integrated Marketing, Email Marketing, Copywriting, Newsletters, Financial Services, Creative Direction, Internal Communications, Direct Marketing, Direct Mail, Brand Development
Education
Northeastern University 1993 — 1996
MA, political science
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), International Relations and History
Commonwealth Financial Network 2013 - Present
Commonwealth Financial 2009 - 2013
Fidelity Investments 2005 - 2009
fleetboston financial 2002 - 2004
bank of america 2002 - 2004
beth israel deaconess medical center 1999 - 2002
Beth Israel Deaconess Medical Center/CareGroup Healthcare System 1999 - 2002
Lehman Brothers 1993 - 1999
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Integrated Marketing, Email Marketing, Copywriting, Newsletters, Financial Services, Creative Direction, Internal Communications, Direct Marketing, Direct Mail, Brand Development
Education
Northeastern University 1993 — 1996
MA, political science
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), International Relations and History
Jay Epstein's Lehman Brothers Experience September 1997 - October 2008
Job Managing Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2011 - Present
Nomura May 2009 - May 2011
Citigroup Capital Markets October 2008 - March 2009
Lehman Brothers September 1997 - October 2008
Skills
Hedge Funds, Capital Markets, Equities, Fixed Income, Trading Systems, Series 7, Alternative Investments, Asset Management, Management, Derivatives, Bloomberg, Investment Banking, Investments, Portfolio Management, Trading
Education
Northeastern University 1991 — 1996
Finance, BS Finance
BMO Capital Markets April 2011 - Present
Nomura May 2009 - May 2011
Citigroup Capital Markets October 2008 - March 2009
Lehman Brothers September 1997 - October 2008
Skills
Hedge Funds, Capital Markets, Equities, Fixed Income, Trading Systems, Series 7, Alternative Investments, Asset Management, Management, Derivatives, Bloomberg, Investment Banking, Investments, Portfolio Management, Trading
Education
Northeastern University 1991 — 1996
Finance, BS Finance
Thomas S. Clancy's Lehman Brothers Experience August 1999 - June 2008
Job Business Development Specialist
Industry Marketing and Advertising
Experience
American Specialty Insurance Group, Inc. November 2013 - May 2015
Next Health, LLC May 2011 - January 2014
JP Sports + Entertainment, LLC December 2012 - 2013
KeyBank January 2009 - December 2010
Lehman Brothers August 1999 - June 2008
Chase Manhattan Corporation March 1990 - March 1997
Skills
Business Development, Manage Client..., Investor Relations, Sponsorship Activation, Sales Management, Sports Marketing, Event Marketing Strategy, Sales, Account Management, Management, Sports, New Business Development, CRM, Marketing Communications, Strategic Partnerships, Integrated Marketing, Marketing, Salesforce.com, Lead Generation, Marketing Strategy, Competitive Analysis, Digital Marketing, Social Media Marketing, Email Marketing, Leadership, Sales Operations, Sales Presentations, Project Management, Business Strategy, Team Leadership, General Insurance, Insurance Law
Education
Northeastern University 1985 — 1989
BS
American Specialty Insurance Group, Inc. November 2013 - May 2015
Next Health, LLC May 2011 - January 2014
JP Sports + Entertainment, LLC December 2012 - 2013
KeyBank January 2009 - December 2010
Lehman Brothers August 1999 - June 2008
Chase Manhattan Corporation March 1990 - March 1997
Skills
Business Development, Manage Client..., Investor Relations, Sponsorship Activation, Sales Management, Sports Marketing, Event Marketing Strategy, Sales, Account Management, Management, Sports, New Business Development, CRM, Marketing Communications, Strategic Partnerships, Integrated Marketing, Marketing, Salesforce.com, Lead Generation, Marketing Strategy, Competitive Analysis, Digital Marketing, Social Media Marketing, Email Marketing, Leadership, Sales Operations, Sales Presentations, Project Management, Business Strategy, Team Leadership, General Insurance, Insurance Law
Education
Northeastern University 1985 — 1989
BS
Stephanie Ranzo's Lehman Brothers Experience January 1997 - October 2004
Job Executive Director Institutional Sales and Trading at Instinet
Industry Financial Services
Experience
Instinet Corporation October 2004 - Present
Lehman Brothers January 1997 - October 2004
Skills
Electronic Trading, Equities, Equity Trading, Financial Markets, Series 7, Trading, Trading Systems
Education
Suffolk University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
Northeastern University
Instinet Corporation October 2004 - Present
Lehman Brothers January 1997 - October 2004
Skills
Electronic Trading, Equities, Equity Trading, Financial Markets, Series 7, Trading, Trading Systems
Education
Suffolk University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
Northeastern University
Joyce Moss's Lehman Brothers Experience July 2004 - September 2005
Job Senior Administrative Assistant at Deloitte
Industry Human Resources
Experience
Deloitte December 2014 - Present
National Association for Urban Debate Leagues July 2013 - July 2014
Endeavors Association, LLC January 2012 - June 2013
Mercer September 2005 - November 2011
Lehman Brothers July 2004 - September 2005
Loomis Sayles January 2001 - October 2003
William Blair and Company October 1994 - December 2000
Skills
Real Estate, Strategic Planning, Microsoft Excel, Leadership, Leadership Development, Management, Investments, Recruiting, Public Speaking, PowerPoint, Finance, Microsoft Office, Event Planning, Employee Relations, Employee Benefits, Human Resources, Marketing, Training
Education
Northeastern Illinois University
B.A., Human Services
Spertus College
M.S., Human Services Management
Deloitte December 2014 - Present
National Association for Urban Debate Leagues July 2013 - July 2014
Endeavors Association, LLC January 2012 - June 2013
Mercer September 2005 - November 2011
Lehman Brothers July 2004 - September 2005
Loomis Sayles January 2001 - October 2003
William Blair and Company October 1994 - December 2000
Skills
Real Estate, Strategic Planning, Microsoft Excel, Leadership, Leadership Development, Management, Investments, Recruiting, Public Speaking, PowerPoint, Finance, Microsoft Office, Event Planning, Employee Relations, Employee Benefits, Human Resources, Marketing, Training
Education
Northeastern Illinois University
B.A., Human Services
Spertus College
M.S., Human Services Management
Mary G Cadagin's Lehman Brothers Experience 2007 - 2008
Job CIO Soros Foundation
Industry Museums and Institutions
Experience
Open Society Institute January 2011 - Present
Corporation for National and Community Service March 2009 - January 2011
Barclays Capital September 2008 - February 2009
Lehman Brothers 2007 - 2008
Fannie Mae 1992 - 2006
Skills
Program Management, Strategy, Project Management, Risk Management, Strategic Planning, Capital Markets, Philanthropy, Vendor Management, Business Analysis, Change Management, Governance, IT Strategy, SDLC, Management, Nonprofits, Fixed Income, Leadership
Education
Northern Illinois University
BS, Marketing
Saint Louis University
MBA, Finance
University of South Florida
MS, Library & Information Science
Open Society Institute January 2011 - Present
Corporation for National and Community Service March 2009 - January 2011
Barclays Capital September 2008 - February 2009
Lehman Brothers 2007 - 2008
Fannie Mae 1992 - 2006
Skills
Program Management, Strategy, Project Management, Risk Management, Strategic Planning, Capital Markets, Philanthropy, Vendor Management, Business Analysis, Change Management, Governance, IT Strategy, SDLC, Management, Nonprofits, Fixed Income, Leadership
Education
Northern Illinois University
BS, Marketing
Saint Louis University
MBA, Finance
University of South Florida
MS, Library & Information Science
Latisha Ested's Lehman Brothers Experience December 2006 - March 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2010 - Present
Lehman Brothers December 2006 - March 2008
Morgan Stanley July 2000 - December 2006
Education
Norfolk State University 1996 — 2000
BS, General Business / Finance
Barclays Capital January 2010 - Present
Lehman Brothers December 2006 - March 2008
Morgan Stanley July 2000 - December 2006
Education
Norfolk State University 1996 — 2000
BS, General Business / Finance
Geoffrey Urquhart's Lehman Brothers Experience 2007 - 2009
Job Founder, Efficient Market, LLC
Industry Financial Services
Experience
Efficient Market, LLC June 2013 - Present
JPMorgan Chase April 2009 - June 2013
Lehman Brothers 2007 - 2009
Quantitative Risk Management 2001 - 2007
Skills
Capital Markets, Risk Management, Banking, Investment Banking, Treasury, Financial Markets, Strategy, Interest Rate Risk..., Financial Institutions, Commercial Banking, Analytics, Liquidity Risk, Insurance, Financial Advisory, Liquidity, Financial Modeling, Fixed Income, Derivatives, Valuation, Financial Risk, Market Risk
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting
Northwestern University 1997 — 2001
BS, Industrial Engineering
Efficient Market, LLC June 2013 - Present
JPMorgan Chase April 2009 - June 2013
Lehman Brothers 2007 - 2009
Quantitative Risk Management 2001 - 2007
Skills
Capital Markets, Risk Management, Banking, Investment Banking, Treasury, Financial Markets, Strategy, Interest Rate Risk..., Financial Institutions, Commercial Banking, Analytics, Liquidity Risk, Insurance, Financial Advisory, Liquidity, Financial Modeling, Fixed Income, Derivatives, Valuation, Financial Risk, Market Risk
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting
Northwestern University 1997 — 2001
BS, Industrial Engineering
Junior Martinez's Lehman Brothers Experience March 2006 - July 2009
Job Vice President Fixed Income Sales Reporting at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Nomura Securities May 2010 - September 2013
Nomura July 2009 - May 2010
Lehman Brothers March 2006 - July 2009
Lincoln Center for the Performing Arts July 2004 - March 2006
Education
Northwestern University 1998 — 2002
Bachelor of Science, Industrial Engineering
Morgan Stanley September 2013 - Present
Nomura Securities May 2010 - September 2013
Nomura July 2009 - May 2010
Lehman Brothers March 2006 - July 2009
Lincoln Center for the Performing Arts July 2004 - March 2006
Education
Northwestern University 1998 — 2002
Bachelor of Science, Industrial Engineering
Sherri Spear's Lehman Brothers Experience 1990 - 2003
Job Managing Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo November 2010 - Present
Caris & Company February 2009 - November 2010
Wachovia Securities March 2004 - February 2009
Lehman Brothers 1990 - 2003
Education
Northwestern University 1986 — 1990
BA, Economics and Political Science
Highland Park High School 1982 — 1986
Wells Fargo November 2010 - Present
Caris & Company February 2009 - November 2010
Wachovia Securities March 2004 - February 2009
Lehman Brothers 1990 - 2003
Education
Northwestern University 1986 — 1990
BA, Economics and Political Science
Highland Park High School 1982 — 1986
Michael Gingue's Lehman Brothers Experience June 2008 - August 2008
Job Associate at Barclays Capital
Industry Financial Services
Experience
Barclays Capital August 2009 - Present
Lehman Brothers June 2008 - August 2008
Lehman Brothers March 2005 - July 2007
Lehman Brothers March 2003 - March 2005
Lehman Brothers July 2001 - March 2003
AlixPartners April 2001 - June 2001
Accenture July 2000 - December 2000
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Management & Strategy
Northwestern University 1997 — 2001
BA, Political Science, Economics
Barclays Capital August 2009 - Present
Lehman Brothers June 2008 - August 2008
Lehman Brothers March 2005 - July 2007
Lehman Brothers March 2003 - March 2005
Lehman Brothers July 2001 - March 2003
AlixPartners April 2001 - June 2001
Accenture July 2000 - December 2000
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Management & Strategy
Northwestern University 1997 — 2001
BA, Political Science, Economics
Aida Damigella's Lehman Brothers Experience October 1990 - October 1991
Job Ambulatory Services Administration Boston Children's Hospital Hematology/Oncology Dept.
Industry Executive Office
Experience
Boston Children's Hospital October 2014 - Present
Swiss International Air Lines September 1999 - January 2001
Raymond James Financial Inc. January 1998 - August 1999
Swiss International Air Lines March 1991 - September 1997
Lehman Brothers October 1990 - October 1991
Skills
Leadership, Microsoft Office, Social Media, Team Building, Bilingual in..., Executive Support, Office Management, Records Management, Database Administration, Spreadsheets, Event Management, Travel Arrangements, QuickBooks, Quicken, Administrative..., Executive..., Event Planning, Business Travel, Leisure Travel, Travel Planning, Meeting Planning, Business Meetings, Corporate Meetings, Microsoft Excel, Microsoft Word, PowerPoint
Education
Brookline High School
Northeastern University
Bachelor of Business Administration (B.B.A.), Finance, General
Boston Children's Hospital October 2014 - Present
Swiss International Air Lines September 1999 - January 2001
Raymond James Financial Inc. January 1998 - August 1999
Swiss International Air Lines March 1991 - September 1997
Lehman Brothers October 1990 - October 1991
Skills
Leadership, Microsoft Office, Social Media, Team Building, Bilingual in..., Executive Support, Office Management, Records Management, Database Administration, Spreadsheets, Event Management, Travel Arrangements, QuickBooks, Quicken, Administrative..., Executive..., Event Planning, Business Travel, Leisure Travel, Travel Planning, Meeting Planning, Business Meetings, Corporate Meetings, Microsoft Excel, Microsoft Word, PowerPoint
Education
Brookline High School
Northeastern University
Bachelor of Business Administration (B.B.A.), Finance, General
Jessica Gabriele's Lehman Brothers Experience 2005 - 2008
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Barclays Wealth and Investment Management 2010 - Present
Barclays Wealth 2008 - 2010
Lehman Brothers 2005 - 2008
Deutsche Bank March 2004 - July 2005
Education
Northeastern University 1999 — 2003
Marketing
Merrill Lynch August 2015 - Present
Barclays Wealth and Investment Management 2010 - Present
Barclays Wealth 2008 - 2010
Lehman Brothers 2005 - 2008
Deutsche Bank March 2004 - July 2005
Education
Northeastern University 1999 — 2003
Marketing
Jim Putt's Lehman Brothers Experience 2007 - 2008
Job .
Industry Financial Services
Experience
Ziff Brothers Investments 2010 - Present
Barclays Capital 2008 - 2010
Lehman Brothers 2007 - 2008
US Embassy 1990 - 2007
Skills
Due Diligence, Hedge Funds, Alternative Investments, Equities, Private Equity, Fixed Income, Venture Capital, Risk Assessment, Asset Management, Valuation, Risk Management, Analysis, Crisis Management, Financial Modeling, Financial Analysis, Securities, Capital Markets, Emerging Markets, Investment Banking, Bloomberg, Corporate Governance, Derivatives
Education
Northwestern University
Bachelor's degree
Ziff Brothers Investments 2010 - Present
Barclays Capital 2008 - 2010
Lehman Brothers 2007 - 2008
US Embassy 1990 - 2007
Skills
Due Diligence, Hedge Funds, Alternative Investments, Equities, Private Equity, Fixed Income, Venture Capital, Risk Assessment, Asset Management, Valuation, Risk Management, Analysis, Crisis Management, Financial Modeling, Financial Analysis, Securities, Capital Markets, Emerging Markets, Investment Banking, Bloomberg, Corporate Governance, Derivatives
Education
Northwestern University
Bachelor's degree
Tom Gere's Lehman Brothers Experience 2002 - 2008
Job President at MEG Capital LLC
Industry Financial Services
Experience
MEG Capital LLC July 2014 - Present
Clayton September 2009 - June 2014
MEG Capital and Investments/MEG Aviation, LLC October 2008 - September 2009
Lehman Brothers 2002 - 2008
Cohane Rafferty Securities, LLC 1994 - 2002
Farragut Mortgage Co., Inc. 1986 - 1994
PMI Securities/PMI Mortgage Insurance 1985 - 1986
Skills
Mortgage Banking, Asset Managment, Capital Markets, Portfolio Management, Loans, Mortgage Lending, Securitization, Loan Origination, Fixed Income, Investments, Risk Management, Commercial Real Estate, Valuation, Finance, Private Equity, Securities, Mergers & Acquisitions, Financial Services, Residential Mortgages, Credit, Underwriting, Loan Servicing, Due Diligence, Business Development, Financial Structuring, Asset Management, Banking, ABS, Structured Finance, Investment Banking, Executive Management
Education
AT&T Management Development Program 1981 — 1985
Northeastern University 1976 — 1981
BS/BA
Daniel Hand High 1972 — 1976
MEG Capital LLC July 2014 - Present
Clayton September 2009 - June 2014
MEG Capital and Investments/MEG Aviation, LLC October 2008 - September 2009
Lehman Brothers 2002 - 2008
Cohane Rafferty Securities, LLC 1994 - 2002
Farragut Mortgage Co., Inc. 1986 - 1994
PMI Securities/PMI Mortgage Insurance 1985 - 1986
Skills
Mortgage Banking, Asset Managment, Capital Markets, Portfolio Management, Loans, Mortgage Lending, Securitization, Loan Origination, Fixed Income, Investments, Risk Management, Commercial Real Estate, Valuation, Finance, Private Equity, Securities, Mergers & Acquisitions, Financial Services, Residential Mortgages, Credit, Underwriting, Loan Servicing, Due Diligence, Business Development, Financial Structuring, Asset Management, Banking, ABS, Structured Finance, Investment Banking, Executive Management
Education
AT&T Management Development Program 1981 — 1985
Northeastern University 1976 — 1981
BS/BA
Daniel Hand High 1972 — 1976
Benjamin Yeung's Lehman Brothers Experience August 2006 - April 2008
Job Sr Consultant at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2010 - Present
Pall Corporation October 2008 - September 2010
Lehman Brothers August 2006 - April 2008
Skills
Business Objects, Cognos, Visio, Corporate Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Business Intelligence, Hyperion Enterprise, KPI Dashboards, Key Performance..., Hyperion HFM, Finance, Management
Education
Northern Illinois University
BS, Economics
Ernst & Young September 2010 - Present
Pall Corporation October 2008 - September 2010
Lehman Brothers August 2006 - April 2008
Skills
Business Objects, Cognos, Visio, Corporate Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Business Intelligence, Hyperion Enterprise, KPI Dashboards, Key Performance..., Hyperion HFM, Finance, Management
Education
Northern Illinois University
BS, Economics
Steven Preston's Lehman Brothers Experience 1985 - 1993
Job Livingston International CEO
Industry Logistics and Supply Chain
Experience
Livingston International August 2013 - Present
Romney Presidential Transition Team September 2012 - November 2012
Waste Management (acquired Oakleaf) 2011 - 2012
Oakleaf Global Holdings 2009 - 2011
U.S. Department of Housing and Urban Development 2008 - 2009
US Small Business Administration 2006 - 2008
The ServiceMaster Company 1997 - 2006
First Data Corporation 1993 - 1996
Lehman Brothers 1985 - 1993
Education
University of Chicago 1982 — 1985
MBA, Finance
Northwestern University 1978 — 1982
BA, International Politics
Livingston International August 2013 - Present
Romney Presidential Transition Team September 2012 - November 2012
Waste Management (acquired Oakleaf) 2011 - 2012
Oakleaf Global Holdings 2009 - 2011
U.S. Department of Housing and Urban Development 2008 - 2009
US Small Business Administration 2006 - 2008
The ServiceMaster Company 1997 - 2006
First Data Corporation 1993 - 1996
Lehman Brothers 1985 - 1993
Education
University of Chicago 1982 — 1985
MBA, Finance
Northwestern University 1978 — 1982
BA, International Politics
William McManus's Lehman Brothers Experience 1999 - 2009
Job Vice President Client OnBoarding at Citigroup
Industry Financial Services
Experience
Citigroup October 2010 - Present
Pia Capital Management February 2010 - May 2010
Citigroup May 2009 - December 2009
Barclays October 2008 - April 2009
Lehman Brothers 1999 - 2009
Lehman Brothers May 1998 - September 2008
Deutsche Bank 1997 - 1998
Moore Capital Management November 1989 - January 1997
Skills
Capital Markets, Derivatives, Equities, Electronic Trading, Fixed Income, Hedge Funds, Investment Banking, Prime Brokerage, Options, FX Options
Education
Niagara University 1979 — 1984
BS, Finance
Citigroup October 2010 - Present
Pia Capital Management February 2010 - May 2010
Citigroup May 2009 - December 2009
Barclays October 2008 - April 2009
Lehman Brothers 1999 - 2009
Lehman Brothers May 1998 - September 2008
Deutsche Bank 1997 - 1998
Moore Capital Management November 1989 - January 1997
Skills
Capital Markets, Derivatives, Equities, Electronic Trading, Fixed Income, Hedge Funds, Investment Banking, Prime Brokerage, Options, FX Options
Education
Niagara University 1979 — 1984
BS, Finance
Raeshell Sweeting's Lehman Brothers Experience 2002 - 2004
Job Surgical Resident Physician at UNC Hospitals
Industry Hospital & Health Care
Experience
Vanderbilt University Medical Center July 2015 - Present
UNC Hospitals June 2008 - June 2015
University of North Carolina at Chapel Hill 2008 - June 2015
Lehman Brothers 2002 - 2004
Skills
Surgery, Program Development, Public Health, Healthcare, Medical Education
Education
New York University School of Medicine 2004 — 2008
MD, Medicine
Vanderbilt University 1998 — 2001
BS, Economics
Vanderbilt University Medical Center July 2015 - Present
UNC Hospitals June 2008 - June 2015
University of North Carolina at Chapel Hill 2008 - June 2015
Lehman Brothers 2002 - 2004
Skills
Surgery, Program Development, Public Health, Healthcare, Medical Education
Education
New York University School of Medicine 2004 — 2008
MD, Medicine
Vanderbilt University 1998 — 2001
BS, Economics
Michael Portincaso's Lehman Brothers Experience 2003 - 2007
Job Broker BGC Partners
Industry Financial Services
Experience
BGC Partners December 2013 - Present
. January 2011 - Present
ICAP August 2011 - December 2013
Barcap Inc September 2007 - January 2011
Lehman Brothers 2003 - 2007
Lehman Brothers 1989 - 2003
Skills
Capital Markets, Hedge Funds
Education
Northern Illinois University 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Sociology
BGC Partners December 2013 - Present
. January 2011 - Present
ICAP August 2011 - December 2013
Barcap Inc September 2007 - January 2011
Lehman Brothers 2003 - 2007
Lehman Brothers 1989 - 2003
Skills
Capital Markets, Hedge Funds
Education
Northern Illinois University 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Sociology
Erin Finelli's Lehman Brothers Experience October 2007 - October 2008
Job Human Resource Specialist: MassPay ASO Division at MassPay
Industry Real Estate
Experience
MassPay 2015 - Present
Capital Crossing Servicing Company LLC October 2008 - December 2014
Lehman Brothers October 2007 - October 2008
Project Adventure, Inc. February 2004 - October 2007
Gerrity Stone December 2002 - February 2004
Skills
Human Resources, Onboarding, Personnel Management, Benefits Administration, Applicant Tracking..., Employee Engagement, HR Policies, Employee Relations, Recruiting, Leadership, Training, Management, Strategic Planning, Customer Service
Education
Northeastern University
Graduate Certificate, Non-Profit Management
Wheaton College (MA)
B.A., Economics & Psychology
Hamilton Wenham Regional HS
MassPay 2015 - Present
Capital Crossing Servicing Company LLC October 2008 - December 2014
Lehman Brothers October 2007 - October 2008
Project Adventure, Inc. February 2004 - October 2007
Gerrity Stone December 2002 - February 2004
Skills
Human Resources, Onboarding, Personnel Management, Benefits Administration, Applicant Tracking..., Employee Engagement, HR Policies, Employee Relations, Recruiting, Leadership, Training, Management, Strategic Planning, Customer Service
Education
Northeastern University
Graduate Certificate, Non-Profit Management
Wheaton College (MA)
B.A., Economics & Psychology
Hamilton Wenham Regional HS
Brett Sommerville's Lehman Brothers Experience May 2002 - August 2005
Job National Accounts Sales at Federal Home Loan Bank of Atlanta
Industry Financial Services
Experience
Federal Home Loan Bank of Atlanta June 2007 - Present
Lehman Brothers May 2002 - August 2005
State Street Research March 2000 - May 2002
Skills
Banking, Derivatives, Capital Markets, Bloomberg, Fixed Income, Structured Products, Swaps, Trading, ALM, Funding
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
Master of Business Administration (MBA), Finance, General
Newberry College 1997 — 1999
BS, Business Administration and Management, General
The Citadel 1995 — 1997
Federal Home Loan Bank of Atlanta June 2007 - Present
Lehman Brothers May 2002 - August 2005
State Street Research March 2000 - May 2002
Skills
Banking, Derivatives, Capital Markets, Bloomberg, Fixed Income, Structured Products, Swaps, Trading, ALM, Funding
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
Master of Business Administration (MBA), Finance, General
Newberry College 1997 — 1999
BS, Business Administration and Management, General
The Citadel 1995 — 1997
Crystal Kroeker's Lehman Brothers Experience January 2005 - May 2008
Job Deputy, Chief Corporate Compliance Officer at BATS Global Markets, Inc.
Industry Financial Services
Experience
BATS Global Markets, Inc. January 2015 - Present
Direct Edge July 2012 - December 2014
RBC Capital Markets September 2011 - August 2012
Barclays Capital September 2009 - September 2011
Goldman Sachs May 2008 - June 2009
Lehman Brothers January 2005 - May 2008
Skills
Capital Markets, Equities, Compliance, Trading Systems, Securities, Series 7, Electronic Trading, Derivatives, Fixed Income, Series 24, Equity Trading, Hedge Funds, Options, Series 63
Education
Northwestern University
BATS Global Markets, Inc. January 2015 - Present
Direct Edge July 2012 - December 2014
RBC Capital Markets September 2011 - August 2012
Barclays Capital September 2009 - September 2011
Goldman Sachs May 2008 - June 2009
Lehman Brothers January 2005 - May 2008
Skills
Capital Markets, Equities, Compliance, Trading Systems, Securities, Series 7, Electronic Trading, Derivatives, Fixed Income, Series 24, Equity Trading, Hedge Funds, Options, Series 63
Education
Northwestern University
Robert Konstanty's Lehman Brothers Experience 1998 - Present
Job Financial Services Professional
Industry Financial Services
Experience
barclays capital 2008 - Present
lehman brothers 1998 - Present
Markiv 2012 - 2013
Barclays Capital September 2008 - July 2009
Lehman Brothers Inc June 1998 - September 2008
Carr futures 1992 - 1998
Education
The University of Chicago 2002 — 2003
Northern Illinois University 1986 — 1991
Bachelor's, Finance
barclays capital 2008 - Present
lehman brothers 1998 - Present
Markiv 2012 - 2013
Barclays Capital September 2008 - July 2009
Lehman Brothers Inc June 1998 - September 2008
Carr futures 1992 - 1998
Education
The University of Chicago 2002 — 2003
Northern Illinois University 1986 — 1991
Bachelor's, Finance
Becky Shapiro, CFA's Lehman Brothers Experience July 2008 - September 2008
Job at
Industry Capital Markets
Experience
Goldman Sachs March 2015 - Present
Barclays Capital June 2011 - February 2015
Barclays Capital September 2008 - June 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Skills
Valuation, Capital Markets, Equities, Investment Banking, Bloomberg, Financial Markets, Fixed Income, Private Equity, Financial Modeling, Equity Research, Equity Capital Markets, Derivatives, Equity Valuation, Hedge Funds
Education
Northwestern University 2004 — 2008
BA, French, Business
Scarsale High School 2000 — 2004
Goldman Sachs March 2015 - Present
Barclays Capital June 2011 - February 2015
Barclays Capital September 2008 - June 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Skills
Valuation, Capital Markets, Equities, Investment Banking, Bloomberg, Financial Markets, Fixed Income, Private Equity, Financial Modeling, Equity Research, Equity Capital Markets, Derivatives, Equity Valuation, Hedge Funds
Education
Northwestern University 2004 — 2008
BA, French, Business
Scarsale High School 2000 — 2004
Paul Engchuan's Lehman Brothers Experience 2001 - 2002
Job B2B Account Executive at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless June 2010 - Present
Lo-Eng Inc. May 2004 - May 2010
Masters Group LTD 2002 - 2004
Lehman Brothers 2001 - 2002
Marathon Asset Management 2000 - 2001
Skills
Direct Sales, Quotas, Solution Selling, Wireless, M2M, State & Local..., Healthcare Industry, Account Management, B2B, CRM, Customer Retention, Customer Satisfaction, Marketing, Mobile Devices, New Business Development, Sales, Sales Operations
Education
Northeastern University 1996 — 2000
BS- D'Amore-McKim School of Business, Finance
Herricks
Verizon Wireless June 2010 - Present
Lo-Eng Inc. May 2004 - May 2010
Masters Group LTD 2002 - 2004
Lehman Brothers 2001 - 2002
Marathon Asset Management 2000 - 2001
Skills
Direct Sales, Quotas, Solution Selling, Wireless, M2M, State & Local..., Healthcare Industry, Account Management, B2B, CRM, Customer Retention, Customer Satisfaction, Marketing, Mobile Devices, New Business Development, Sales, Sales Operations
Education
Northeastern University 1996 — 2000
BS- D'Amore-McKim School of Business, Finance
Herricks
Amol Thacker's Lehman Brothers Experience 2008 - 2008
Job Vice President at TD Securities
Industry Capital Markets
Experience
TD Securities December 2014 - Present
Zaloni October 2012 - December 2014
J.P. Morgan January 2011 - September 2012
Calypso Technology October 2010 - December 2010
Rackson Asset Management LLC 2009 - 2010
Lehman Brothers 2008 - 2008
Skills
Core Java, Multithreading, Distributed Systems, Big Data, Hadoop, MapReduce, Hive, SQL, HBase, Unix
Education
North Carolina State University 2006 — 2008
MS, Computer Engineering
University of Mumbai 2002 — 2006
BE, Electronics and Telecommunication Engineering
TD Securities December 2014 - Present
Zaloni October 2012 - December 2014
J.P. Morgan January 2011 - September 2012
Calypso Technology October 2010 - December 2010
Rackson Asset Management LLC 2009 - 2010
Lehman Brothers 2008 - 2008
Skills
Core Java, Multithreading, Distributed Systems, Big Data, Hadoop, MapReduce, Hive, SQL, HBase, Unix
Education
North Carolina State University 2006 — 2008
MS, Computer Engineering
University of Mumbai 2002 — 2006
BE, Electronics and Telecommunication Engineering
Nicholas Theodos's Lehman Brothers Experience February 2005 - October 2008
Job Vice President Office of Global Security at Goldman, Sachs & Company
Industry Financial Services
Experience
Goldman Sachs October 2009 - Present
Lehman Brothers February 2005 - October 2008
New Jersey State Police 1979 - 2005
Newark Police Department 1973 - 1978
Skills
Corporate Security, Training, Management, Crisis Management, Physical Security, Private Investigations, Surveillance, Counterterrorism, Security Management, Risk Assessment, Risk Management, Security, Intelligence Analysis, Executive Protection, Emergency Management, Business Continuity, Security Operations, Investigation, Access Control, Internal Investigations, Policy, Contingency Planning, Background Checks, Enforcement, Homeland Security, Police, Government, Security Clearance, Fraud, Security Audits, Criminal Justice, Business Continuity..., Criminal Investigations, Vulnerability Assessment, Computer Forensics, Leadership, Asset Protection, Security Awareness, Protection, Military, Risk Analysis, Firearms, Intelligence, Security+, Operational Risk..., Information Security, Tactics, National Security, CCTV, Information Security...
Education
Northwestern University 1992 — 1993
Diploma in Management, Police Administration Training Program
Seton Hall University 1988 — 1990
Master of Arts, Education
Trenton State College (Now TCNJ) 1980 — 1987
Bachelor of Science, Management
State Police academy 1979 — 1979
Goldman Sachs October 2009 - Present
Lehman Brothers February 2005 - October 2008
New Jersey State Police 1979 - 2005
Newark Police Department 1973 - 1978
Skills
Corporate Security, Training, Management, Crisis Management, Physical Security, Private Investigations, Surveillance, Counterterrorism, Security Management, Risk Assessment, Risk Management, Security, Intelligence Analysis, Executive Protection, Emergency Management, Business Continuity, Security Operations, Investigation, Access Control, Internal Investigations, Policy, Contingency Planning, Background Checks, Enforcement, Homeland Security, Police, Government, Security Clearance, Fraud, Security Audits, Criminal Justice, Business Continuity..., Criminal Investigations, Vulnerability Assessment, Computer Forensics, Leadership, Asset Protection, Security Awareness, Protection, Military, Risk Analysis, Firearms, Intelligence, Security+, Operational Risk..., Information Security, Tactics, National Security, CCTV, Information Security...
Education
Northwestern University 1992 — 1993
Diploma in Management, Police Administration Training Program
Seton Hall University 1988 — 1990
Master of Arts, Education
Trenton State College (Now TCNJ) 1980 — 1987
Bachelor of Science, Management
State Police academy 1979 — 1979
Kathy Zeng's Lehman Brothers Experience 2004 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Lehman Brothers 2004 - 2008
Hold Brothers 2001 - 2001
Lewco Securities 2000 - 2001
Bloomberg 1998 - 2000
Education
Northeastern University 1993 — 1996
Master, Computer Systems Engineering
Lehman Brothers 2004 - 2008
Hold Brothers 2001 - 2001
Lewco Securities 2000 - 2001
Bloomberg 1998 - 2000
Education
Northeastern University 1993 — 1996
Master, Computer Systems Engineering
Daron Horwitz's Lehman Brothers Experience 1997 - 1999
Job President, ASW Distribution, LLC
Industry Internet
Experience
ASW Distribution, LLC December 2011 - Present
Sawdust Investment Management Corp. August 2005 - December 2011
Boomworks, an Elias Arts subsidiary 2000 - 2001
pcOrder.com 1999 - 2000
Lehman Brothers 1997 - 1999
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA
Northwestern University School of Law 2002 — 2005
JD
Northwestern University 1993 — 1997
BA, Mathematical Methods in the Social Sciences, Economics
ASW Distribution, LLC December 2011 - Present
Sawdust Investment Management Corp. August 2005 - December 2011
Boomworks, an Elias Arts subsidiary 2000 - 2001
pcOrder.com 1999 - 2000
Lehman Brothers 1997 - 1999
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA
Northwestern University School of Law 2002 — 2005
JD
Northwestern University 1993 — 1997
BA, Mathematical Methods in the Social Sciences, Economics
Mithra (Hariharan) Warrier's Lehman Brothers Experience June 2002 - September 2008
Job Director, Prime Brokerage Account Management
Industry Investment Banking
Experience
Barclays January 2013 - Present
Barclays Bank June 2010 - January 2013
Barclays Capital September 2008 - June 2010
Barclays Capital September 2008 - June 2010
LEHMAN BROTHERS, INC July 2002 - September 2008
Lehman Brothers June 2002 - September 2008
Skills
Prime Brokerage, Corporates, Fixed Income, Equities, Hedge Funds, Capital Markets, Securities Lending, Equity Derivatives, Derivatives, Series 7, Credit Derivatives
Education
Northwestern University 1998 — 2002
BA, Economics
Northwestern University 1998 — 2002
Bachelor of Arts, Economics
Barclays January 2013 - Present
Barclays Bank June 2010 - January 2013
Barclays Capital September 2008 - June 2010
Barclays Capital September 2008 - June 2010
LEHMAN BROTHERS, INC July 2002 - September 2008
Lehman Brothers June 2002 - September 2008
Skills
Prime Brokerage, Corporates, Fixed Income, Equities, Hedge Funds, Capital Markets, Securities Lending, Equity Derivatives, Derivatives, Series 7, Credit Derivatives
Education
Northwestern University 1998 — 2002
BA, Economics
Northwestern University 1998 — 2002
Bachelor of Arts, Economics
Jamie Mendelsohn Rogoff's Lehman Brothers Experience July 2002 - September 2008
Job NYSE Technologies Vice President
Industry Financial Services
Experience
NYSE Euronext September 2008 - Present
Lehman Brothers July 2002 - September 2008
Education
Northwestern University 1998 — 2002
BA, Mathmatical Methods in the Social Sciences & Economics
NYSE Euronext September 2008 - Present
Lehman Brothers July 2002 - September 2008
Education
Northwestern University 1998 — 2002
BA, Mathmatical Methods in the Social Sciences & Economics
Peter Mosconi's Lehman Brothers Experience 2005 - 2008
Job Financial Consultant at Citigroup
Industry Financial Services
Experience
Citigroup 2008 - Present
Credit Suisse 2007 - 2008
Lehman Brothers 2005 - 2008
Education
Northeastern University 2000 — 2005
BSBA, Finance, Minor in International Business
Citigroup 2008 - Present
Credit Suisse 2007 - 2008
Lehman Brothers 2005 - 2008
Education
Northeastern University 2000 — 2005
BSBA, Finance, Minor in International Business
Anthony Toljanic's Lehman Brothers Experience June 1993 - February 2008
Job Banking Professional
Industry Banking
Experience
IHSA 2007 - Present
Lehman Brothers June 1993 - February 2008
Skills
Customer Service, Banking, Market Planning, Policy, Market Research, Sales Management, Risk, Selling, Investments, Marketing Management, Retail, Economics, Insurance, Excel, Microsoft Excel, Forecasting, Financial Analysis, Sales
Education
Northern Illinois University 1978 — 1983
Bachelors, Marketing/Economics
IHSA 2007 - Present
Lehman Brothers June 1993 - February 2008
Skills
Customer Service, Banking, Market Planning, Policy, Market Research, Sales Management, Risk, Selling, Investments, Marketing Management, Retail, Economics, Insurance, Excel, Microsoft Excel, Forecasting, Financial Analysis, Sales
Education
Northern Illinois University 1978 — 1983
Bachelors, Marketing/Economics
robert lunn's Lehman Brothers Experience May 1994 - April 1997
Job
Industry
Experience
Lehman Brothers May 1994 - April 1997
Morgan Stanley 1976 - 1994
Education
Northwestern University 1968 — 1971
Social Sciences
Lehman Brothers May 1994 - April 1997
Morgan Stanley 1976 - 1994
Education
Northwestern University 1968 — 1971
Social Sciences
Jerry Kukowski's Lehman Brothers Experience December 2005 - April 2008
Job Lead Analyst at CME Group
Industry Financial Services
Experience
CME Group August 2010 - Present
Lehman Brothers December 2005 - April 2008
Prudential Bache February 2004 - December 2005
Education
Niagara University 1976 — 1980
Bachelor of Science, Banking, Corporate, Finance, and Securities Law
CME Group August 2010 - Present
Lehman Brothers December 2005 - April 2008
Prudential Bache February 2004 - December 2005
Education
Niagara University 1976 — 1980
Bachelor of Science, Banking, Corporate, Finance, and Securities Law
Adele Thurnher's Lehman Brothers Experience 1975 - 1981
Job
Industry
Experience
Retired 2000 - 2012
Lehman Brothers 1975 - 1981
The Boston Company 1973 - 1975
Education
Northeastern University
Master's degree, Economics
Regis College
Bachelor's degree, Economics
Retired 2000 - 2012
Lehman Brothers 1975 - 1981
The Boston Company 1973 - 1975
Education
Northeastern University
Master's degree, Economics
Regis College
Bachelor's degree, Economics
Joseph Filicetti's Lehman Brothers Experience January 1986 - January 1990
Job Head of Alternative Investments Western Asset Management
Industry Investment Management
Experience
Western Asset Management October 2010 - Present
COLONIAL LIFE INSURANCE CAPITAL MARKETS, Inc January 2002 - January 2010
CDC IXIS ASSET MANAGEMENT January 2000 - January 2002
PRUDENTIAL SECURITIES INC January 1998 - January 2000
Rotella Capital Management January 1996 - January 1998
Merrill Lynch January 1992 - January 1996
Lehman Brothers January 1986 - January 1990
Skills
Investments, Fixed Income, Hedge Funds, Asset Management, Portfolio Management
Education
COLUMBIA UNIVERSITY 1990 — 1992
MBA
Niagara University 1981 — 1985
BBA, Accounting
Western Asset Management October 2010 - Present
COLONIAL LIFE INSURANCE CAPITAL MARKETS, Inc January 2002 - January 2010
CDC IXIS ASSET MANAGEMENT January 2000 - January 2002
PRUDENTIAL SECURITIES INC January 1998 - January 2000
Rotella Capital Management January 1996 - January 1998
Merrill Lynch January 1992 - January 1996
Lehman Brothers January 1986 - January 1990
Skills
Investments, Fixed Income, Hedge Funds, Asset Management, Portfolio Management
Education
COLUMBIA UNIVERSITY 1990 — 1992
MBA
Niagara University 1981 — 1985
BBA, Accounting
Pierre Economacos's Lehman Brothers Experience 1988 - 1992
Job Managing Director / Client Advisor at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank Senior VP, InvestmentsUBS1992 - 2008
Lehman Brothers 1988 - 1992
Skills
Series 7, Series 63, Series 65, Series 3, Series 10, Life & Health Insurance...
Education
IFAM
Northeastern University
Bachelor of Business Administration (B.B.A.), Finance, General
Northeastern University
Bachelor of Business Administration (BBA)
University of Miami - School of Business
Executive MBA, International Business
Deutsche Bank Senior VP, InvestmentsUBS1992 - 2008
Lehman Brothers 1988 - 1992
Skills
Series 7, Series 63, Series 65, Series 3, Series 10, Life & Health Insurance...
Education
IFAM
Northeastern University
Bachelor of Business Administration (B.B.A.), Finance, General
Northeastern University
Bachelor of Business Administration (BBA)
University of Miami - School of Business
Executive MBA, International Business
Joshua Streckert's Lehman Brothers Experience March 2008 - December 2011
Job Managing Partner at SJ Equity Partners, L.P.
Industry Investment Management
Experience
SJ Capital Management, LLC 2012 - Present
SJ Equity Partners, L.P. 2013 - Present
Lehman Brothers March 2008 - December 2011
Bank of America August 2004 - March 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Risk Management, Interest Rate..., Trading, Middle Office, Finance, Valuation
Education
Northwestern University 1998 — 2002
SJ Capital Management, LLC 2012 - Present
SJ Equity Partners, L.P. 2013 - Present
Lehman Brothers March 2008 - December 2011
Bank of America August 2004 - March 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Risk Management, Interest Rate..., Trading, Middle Office, Finance, Valuation
Education
Northwestern University 1998 — 2002
richard mazujian's Lehman Brothers Experience July 2004 - April 2008
Job Senior Mortgage Underwriter/Consultant at ISGN
Industry Financial Services
Experience
ISGN July 2012 - Present
Tower Federal Credit Union February 2009 - July 2012
Lehman Brothers July 2004 - April 2008
Mercantile Mortgage 2000 - 2004
Mercantile Mortgage 2000 - 2004
Mercantile Mortgage 2000 - 2004
EquiCredit 1998 - 2000
Skills
Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Credit, Loans, Underwriting, Mortgage Banking, FHA, Banking
Education
Northern Virginia Community College 1979 — 1982
Business Administration, business and accounting, 3.5
ISGN July 2012 - Present
Tower Federal Credit Union February 2009 - July 2012
Lehman Brothers July 2004 - April 2008
Mercantile Mortgage 2000 - 2004
Mercantile Mortgage 2000 - 2004
Mercantile Mortgage 2000 - 2004
EquiCredit 1998 - 2000
Skills
Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Credit, Loans, Underwriting, Mortgage Banking, FHA, Banking
Education
Northern Virginia Community College 1979 — 1982
Business Administration, business and accounting, 3.5
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS