Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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Lehman Brothers Employees
Employee
Years
Job
Industry
Rafael Villagran Rafael Villagran's Lehman Brothers Experience 1987 - 1995
Job Investment Management Consultant
Industry Financial Services
Experience
The Villagran Matrix, LLC 2011 - Present
Merriman Wealth Management, LLC 2013 - 2014
Rigel Capital Management, Inc. 2002 - 2010
Genesia Capital Advisors, LLC 2007 - 2009
Sound Capital Partners, Division of Burridge Group (an Affiliated Managers Group company) 1998 - 2002
Bank of America Capital Management 1995 - 1998
Lehman Brothers 1987 - 1995
Skills
Investments, Portfolio Management, Asset Allocation, Valuation, Equity Capital Markets, Bond Markets, Alternative Investments, Due Diligence, Risk Management, Corporate Finance, Mutual Funds
Education
Pace University
BBA
Seattle Pacific University
The Villagran Matrix, LLC 2011 - Present
Merriman Wealth Management, LLC 2013 - 2014
Rigel Capital Management, Inc. 2002 - 2010
Genesia Capital Advisors, LLC 2007 - 2009
Sound Capital Partners, Division of Burridge Group (an Affiliated Managers Group company) 1998 - 2002
Bank of America Capital Management 1995 - 1998
Lehman Brothers 1987 - 1995
Skills
Investments, Portfolio Management, Asset Allocation, Valuation, Equity Capital Markets, Bond Markets, Alternative Investments, Due Diligence, Risk Management, Corporate Finance, Mutual Funds
Education
Pace University
BBA
Seattle Pacific University
Dale Bryant Dale Bryant's Lehman Brothers Experience August 1993 - October 1996
Job
Industry Investment Management
Experience
Lehman Brothers August 1993 - October 1996
Morgan Stanley August 1989 - August 1993
Skills
Investments, Entrepreneurship, Management, Retirement Planning, Finance, Investment Strategies, Asset Allocation, Small Business, Sales, High Net Worth..., Time Management, Hedge Funds, 401k, Portfolio Management, Leadership Development, Capital Markets
Education
Pace University 1992 — 1996
MBA, Investment Management
University of Bridgeport 1984 — 1988
BS, Accounting
Lehman Brothers August 1993 - October 1996
Morgan Stanley August 1989 - August 1993
Skills
Investments, Entrepreneurship, Management, Retirement Planning, Finance, Investment Strategies, Asset Allocation, Small Business, Sales, High Net Worth..., Time Management, Hedge Funds, 401k, Portfolio Management, Leadership Development, Capital Markets
Education
Pace University 1992 — 1996
MBA, Investment Management
University of Bridgeport 1984 — 1988
BS, Accounting
Stella Ioffe's Lehman Brothers Experience July 2004 - March 2006
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi March 2013 - Present
Citi March 2006 - March 2013
Lehman Brothers July 2004 - March 2006
Town Sports International August 2002 - July 2004
Deutsche Bank August 2000 - June 2002
Skills
Computer Languages:..., MS Office (Word,..., Exceptionally well..., Problem Solving, Strong Analytical skills, great team player, Proactive self-starter, Work Ethic, Team Leadership, Process Improvement, Analysis, Budgets, Management, Financial Analysis, Forecasting, Teamwork, Microsoft Excel, Risk Management
Education
Pace University 1998 — 2001
Bachelor of Business Administration, Finance
Citi March 2013 - Present
Citi March 2006 - March 2013
Lehman Brothers July 2004 - March 2006
Town Sports International August 2002 - July 2004
Deutsche Bank August 2000 - June 2002
Skills
Computer Languages:..., MS Office (Word,..., Exceptionally well..., Problem Solving, Strong Analytical skills, great team player, Proactive self-starter, Work Ethic, Team Leadership, Process Improvement, Analysis, Budgets, Management, Financial Analysis, Forecasting, Teamwork, Microsoft Excel, Risk Management
Education
Pace University 1998 — 2001
Bachelor of Business Administration, Finance
Jacqueline Jones-Randall's Lehman Brothers Experience July 1991 - July 1997
Job HR Project Manager AVP at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Global November 2009 - February 2013
Global May 2006 - November 2009
Citi June 2004 - May 2006
Deloitte January 2004 - June 2004
Aon Consulting, Inc May 1998 - December 2003
Henry Holt & Company, Inc July 1997 - May 1998
Lehman Brothers July 1991 - July 1997
Skills
Performance Management, Employee Relations, Talent Management, Human Resources, Recruiting, Employee Benefits, Personnel Management, Succession Planning, Interviews, Management, Change Management, CRM, Project Management, Budgets, Project Planning, Temporary Placement, Relationship Management, Strategy
Education
American InterContinental University
Master of Business Administration, Human Resources
Kennesaw State University
HR Management PHR/SPHR Preparatory Class
Pace University
Bachelors of Arts, Psychology; Human Resources
Citi January 2013 - Present
Global November 2009 - February 2013
Global May 2006 - November 2009
Citi June 2004 - May 2006
Deloitte January 2004 - June 2004
Aon Consulting, Inc May 1998 - December 2003
Henry Holt & Company, Inc July 1997 - May 1998
Lehman Brothers July 1991 - July 1997
Skills
Performance Management, Employee Relations, Talent Management, Human Resources, Recruiting, Employee Benefits, Personnel Management, Succession Planning, Interviews, Management, Change Management, CRM, Project Management, Budgets, Project Planning, Temporary Placement, Relationship Management, Strategy
Education
American InterContinental University
Master of Business Administration, Human Resources
Kennesaw State University
HR Management PHR/SPHR Preparatory Class
Pace University
Bachelors of Arts, Psychology; Human Resources
Andrew S. Goodman Andrew S. Goodman's Lehman Brothers Experience 1998 - 2007
Job Partner at Infusion Global Partners
Industry Financial Services
Experience
Infusion Global Partners September 2014 - Present
Matrix Capital Management September 2007 - July 2013
Lehman Brothers 1998 - 2007
U.S. Trust 1996 - 1997
Skills
Trading, Equity Trading, Hedge Funds, Options, Equity Derivatives, Bloomberg, ETF's, Futures Trading, International Capital..., Algorithms, Program Trading, Emerging Markets, Market Structure, Electronic Trading..., Series 7, Series 63, Series 3, Alternative Investments, Equities, FINRA, ETFs, Asset Management, Derivatives, Electronic Trading
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
University at Albany
Bachelor of Applied Science (BASc), Economics and Finance
Clarkstown High School North
Infusion Global Partners September 2014 - Present
Matrix Capital Management September 2007 - July 2013
Lehman Brothers 1998 - 2007
U.S. Trust 1996 - 1997
Skills
Trading, Equity Trading, Hedge Funds, Options, Equity Derivatives, Bloomberg, ETF's, Futures Trading, International Capital..., Algorithms, Program Trading, Emerging Markets, Market Structure, Electronic Trading..., Series 7, Series 63, Series 3, Alternative Investments, Equities, FINRA, ETFs, Asset Management, Derivatives, Electronic Trading
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
University at Albany
Bachelor of Applied Science (BASc), Economics and Finance
Clarkstown High School North
Adrian Rosati Adrian Rosati's Lehman Brothers Experience March 2000 - August 2001
Job Regional VP Sales, Business Development | Commercial Real Estate Finance | Equipment and Energy Finance
Industry Commercial Real Estate
Experience
EnRe Properties, LLC January 2006 - Present
Regional Sales, Business Development Leadership, Greater New York City Area 2006 - Present
Gourmet Today September 2012 - June 2014
Sprague Energy September 2001 - January 2006
Lehman Brothers March 2000 - August 2001
FMAC Energy Finance Group June 1998 - March 2000
Barrier Oil Corp. 1987 - 1998
Skills
Real Estate, Energy, Strategy, Business Planning, Asset Management, Portfolio Management, Risk Management, Trading, Business Strategy, Renewable Energy, Business Development, Finance, Commercial Real Estate..., Commercial Real Estate..., Convenience Stores..., Consultative Sales..., Consultative Sales..., Regional Sales, District Sales..., Territory Account..., Territory Growth, Territory Development, Account Management, Key Account Management, Negotiation, Investment Properties, Contract Negotiation, Mergers & Acquisitions
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance and Economics
Rye High School
Business, Finance & Economics
EnRe Properties, LLC January 2006 - Present
Regional Sales, Business Development Leadership, Greater New York City Area 2006 - Present
Gourmet Today September 2012 - June 2014
Sprague Energy September 2001 - January 2006
Lehman Brothers March 2000 - August 2001
FMAC Energy Finance Group June 1998 - March 2000
Barrier Oil Corp. 1987 - 1998
Skills
Real Estate, Energy, Strategy, Business Planning, Asset Management, Portfolio Management, Risk Management, Trading, Business Strategy, Renewable Energy, Business Development, Finance, Commercial Real Estate..., Commercial Real Estate..., Convenience Stores..., Consultative Sales..., Consultative Sales..., Regional Sales, District Sales..., Territory Account..., Territory Growth, Territory Development, Account Management, Key Account Management, Negotiation, Investment Properties, Contract Negotiation, Mergers & Acquisitions
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance and Economics
Rye High School
Business, Finance & Economics
Amelia Russo's Lehman Brothers Experience 1994 - 1996
Job Global Mobility | Policy Design & Implementation | International Compensation | Global Immigration
Industry Human Resources
Experience
Honeywell International Inc. 2013 - Present
Honeywell 2010 - 2014
Honeywell 2006 - 2012
Honeywell 2005 - 2008
Capgemini Consulting 1999 - 2005
MCI 1997 - 1999
Lehman Brothers 1994 - 1996
Lehman Brothers 1992 - 1994
Lehman Brothers 1986 - 1992
Skills
Global Mobility, International and..., International..., Global Taxation, U.S. Immigration, Global Immigration, Vendor Management, Leadership, Project Management
Education
Pace University - Lubin School of Business
International Business Management
Honeywell International Inc. 2013 - Present
Honeywell 2010 - 2014
Honeywell 2006 - 2012
Honeywell 2005 - 2008
Capgemini Consulting 1999 - 2005
MCI 1997 - 1999
Lehman Brothers 1994 - 1996
Lehman Brothers 1992 - 1994
Lehman Brothers 1986 - 1992
Skills
Global Mobility, International and..., International..., Global Taxation, U.S. Immigration, Global Immigration, Vendor Management, Leadership, Project Management
Education
Pace University - Lubin School of Business
International Business Management
Linda Brennan's Lehman Brothers Experience July 2003 - May 2009
Job Portfolio / Wealth Management
Industry Investment Management
Experience
City National Bank July 2013 - 2014
Neuberger Berman April 2003 - October 2010
Lehman Brothers July 2003 - May 2009
ETG LLC (currently Schonfeld Group Holdings) October 1999 - January 2003
M&T Bank (Keystone Financial) 1993 - 1997
PaineWebber 1996 - 1996
Skills
Equities, Fixed Income, Capital Markets, Portfolio Management, Investment Advisory, Equity Trading, Portfolio and Market..., Registered Investment..., Maintaining Strong..., High Net Worth..., Strengthening Troubled..., Client Relations Skills, Client Account..., Account Management, Regulatory Requirements, Marketing Strategy, Asset Managment, Strengthening Client..., Asset Management, Cash Management, Relationship Management, Long-term Customer..., Change Management, Leadership, Trading Systems, Electronic Trading, Trading Strategies, Proprietary Trading, Investment Strategies, Presentations, Marketing, Risk Management, Series 7, Investment Management, Asset Allocation, Mutual Funds, Series 63, Securities, ETFs, Wealth Management, Equity Research, Investments, Private Banking, Technical Analysis, Trading, Finance, CRM
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 1999
Bachelors of Science (BS)
Pace University - Lubin School of Business 2012 — 2013
Financial Planning Certificate Program
City National Bank July 2013 - 2014
Neuberger Berman April 2003 - October 2010
Lehman Brothers July 2003 - May 2009
ETG LLC (currently Schonfeld Group Holdings) October 1999 - January 2003
M&T Bank (Keystone Financial) 1993 - 1997
PaineWebber 1996 - 1996
Skills
Equities, Fixed Income, Capital Markets, Portfolio Management, Investment Advisory, Equity Trading, Portfolio and Market..., Registered Investment..., Maintaining Strong..., High Net Worth..., Strengthening Troubled..., Client Relations Skills, Client Account..., Account Management, Regulatory Requirements, Marketing Strategy, Asset Managment, Strengthening Client..., Asset Management, Cash Management, Relationship Management, Long-term Customer..., Change Management, Leadership, Trading Systems, Electronic Trading, Trading Strategies, Proprietary Trading, Investment Strategies, Presentations, Marketing, Risk Management, Series 7, Investment Management, Asset Allocation, Mutual Funds, Series 63, Securities, ETFs, Wealth Management, Equity Research, Investments, Private Banking, Technical Analysis, Trading, Finance, CRM
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 1999
Bachelors of Science (BS)
Pace University - Lubin School of Business 2012 — 2013
Financial Planning Certificate Program
Christopher J. Bruno Christopher J. Bruno's Lehman Brothers Experience September 2007 - September 2008
Job AVP Forward FX G10 at ICAP
Industry Financial Services
Experience
ICAP November 2011 - Present
ICAP June 2011 - November 2011
Junior Achievement of New York September 2010 - May 2011
ICAP June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
UBS Wealth Management May 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers September 2007 - September 2008
Skills
Liquidity, Market Analysis, Currency, FX, Financial Markets, Series 7, Bloomberg, Excel, FX Options, Financial Modeling, Microsoft Excel, Portfolio Management, Investments
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance
New York University - Leonard N. Stern School of Business 2009 — 2009
Study Abroad, Finance
University of London 2009 — 2009
Study Abroad, Finance
Tenafly High School 2003 — 2007
ICAP November 2011 - Present
ICAP June 2011 - November 2011
Junior Achievement of New York September 2010 - May 2011
ICAP June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
UBS Wealth Management May 2009 - September 2009
UBS Wealth Management January 2009 - May 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers September 2007 - September 2008
Skills
Liquidity, Market Analysis, Currency, FX, Financial Markets, Series 7, Bloomberg, Excel, FX Options, Financial Modeling, Microsoft Excel, Portfolio Management, Investments
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance
New York University - Leonard N. Stern School of Business 2009 — 2009
Study Abroad, Finance
University of London 2009 — 2009
Study Abroad, Finance
Tenafly High School 2003 — 2007
Inessa Babayev Inessa Babayev's Lehman Brothers Experience April 2008 - February 2009
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan July 2013 - December 2014
JPMorgan Chase July 2011 - July 2013
WPP February 2009 - July 2011
Pace University September 2007 - May 2011
Lehman Brothers April 2008 - February 2009
Education
Pace University 2007 — 2011
BBA, Finance
J.P. Morgan January 2015 - Present
J.P. Morgan July 2013 - December 2014
JPMorgan Chase July 2011 - July 2013
WPP February 2009 - July 2011
Pace University September 2007 - May 2011
Lehman Brothers April 2008 - February 2009
Education
Pace University 2007 — 2011
BBA, Finance
Edward Barry's Lehman Brothers Experience October 1989 - May 1996
Job Senior Director at Turner Construction Company
Industry Construction
Experience
Turner Construction Company June 2013 - Present
Turner Construction Company March 2013 - Present
Turner Construction March 2011 - March 2013
Turner Construction April 2009 - February 2011
Seligman Data Corp May 1996 - January 2009
Lehman Brothers October 1989 - May 1996
North Side Savings Bank (Norfork) January 1984 - October 1989
Skills
Risk Management, Risk Assessment, Process Improvement, Disaster Recovery, Project Planning, Business Continuity, Vendor Management, Project Management, Business Analysis, SAP, Program Management, PMP, Management, Leadership, Strategic Planning, Customer Service, Infrastructure, Team Leadership, Microsoft Office
Education
Pace University - Lubin School of Business 1990 — 1996
Sacred Heart High School
Sacred Heart High School
Turner Construction Company June 2013 - Present
Turner Construction Company March 2013 - Present
Turner Construction March 2011 - March 2013
Turner Construction April 2009 - February 2011
Seligman Data Corp May 1996 - January 2009
Lehman Brothers October 1989 - May 1996
North Side Savings Bank (Norfork) January 1984 - October 1989
Skills
Risk Management, Risk Assessment, Process Improvement, Disaster Recovery, Project Planning, Business Continuity, Vendor Management, Project Management, Business Analysis, SAP, Program Management, PMP, Management, Leadership, Strategic Planning, Customer Service, Infrastructure, Team Leadership, Microsoft Office
Education
Pace University - Lubin School of Business 1990 — 1996
Sacred Heart High School
Sacred Heart High School
Hector Jacobo Bendahan's Lehman Brothers Experience June 2000 - May 2008
Job Presentations Associate at Custom Group of Companies
Industry Financial Services
Experience
Custom Group of Companies October 2014 - Present
Moelis & Company April 2011 - June 2014
Zales November 2010 - December 2010
INDEPENDENT September 2009 - August 2010
QUEENS LIBRARY, Woodside, NY March 2010 - May 2010
Lehman Brothers June 2000 - May 2008
STEPHEN DIGERONIMO, INC 1998 - 2000
FOLLY ANTIQUE GARDEN ORNAMENT, INC., New York, NY January 1997 - December 1998
Petroleos de Venezuela, S.A. 1989 - 1996
Skills
PowerPoint, Word, Excel, Microsoft Office, Photoshop, Illustrator, Client Services, Records Management, Adobe Acrobat, Adobe Creative Suite, InDesign, Web Design, Customer Service, Microsoft Excel, Social Media, Public Relations, Event Management, Strategic Planning, Event Planning, Microsoft Word
Education
Pace University 2009 — 2009
Web Design, Certified Adobe Web Design
Colegio Universitario Francisco de Miranda 1988 — 1992
A.A., Human Resources Management, Business
Custom Group of Companies October 2014 - Present
Moelis & Company April 2011 - June 2014
Zales November 2010 - December 2010
INDEPENDENT September 2009 - August 2010
QUEENS LIBRARY, Woodside, NY March 2010 - May 2010
Lehman Brothers June 2000 - May 2008
STEPHEN DIGERONIMO, INC 1998 - 2000
FOLLY ANTIQUE GARDEN ORNAMENT, INC., New York, NY January 1997 - December 1998
Petroleos de Venezuela, S.A. 1989 - 1996
Skills
PowerPoint, Word, Excel, Microsoft Office, Photoshop, Illustrator, Client Services, Records Management, Adobe Acrobat, Adobe Creative Suite, InDesign, Web Design, Customer Service, Microsoft Excel, Social Media, Public Relations, Event Management, Strategic Planning, Event Planning, Microsoft Word
Education
Pace University 2009 — 2009
Web Design, Certified Adobe Web Design
Colegio Universitario Francisco de Miranda 1988 — 1992
A.A., Human Resources Management, Business
Anthony Klaff Anthony Klaff's Lehman Brothers Experience February 1982 - October 1984
Job Owner, A.J. Klaff ,CPA
Industry Accounting
Experience
A.J. Klaff ,CPA March 1990 - Present
PaineWebber Group September 1985 - March 1990
KPMG Main Hurdman October 1984 - September 1985
Lehman Brothers February 1982 - October 1984
Skills
Personal Financial..., Portfolio Management, Tax, Social Security Planning, Asset Allocation, Accounting, Financial Modeling, Asset Management, Investments, Start-ups, Business Strategy, Corporate Tax, CPA, Investment Strategies, Investment Management, Estate Tax Planning, Cash Flow Forecasting, College Education..., Income Tax, Estate Planning, Financial Advisory, Finance, Valuation
Education
University of the Witwatersrand
Bachelor's Degree, Commerce, Major in Economics and Accounting
Pace University
Master's Degree, Taxation
A.J. Klaff ,CPA March 1990 - Present
PaineWebber Group September 1985 - March 1990
KPMG Main Hurdman October 1984 - September 1985
Lehman Brothers February 1982 - October 1984
Skills
Personal Financial..., Portfolio Management, Tax, Social Security Planning, Asset Allocation, Accounting, Financial Modeling, Asset Management, Investments, Start-ups, Business Strategy, Corporate Tax, CPA, Investment Strategies, Investment Management, Estate Tax Planning, Cash Flow Forecasting, College Education..., Income Tax, Estate Planning, Financial Advisory, Finance, Valuation
Education
University of the Witwatersrand
Bachelor's Degree, Commerce, Major in Economics and Accounting
Pace University
Master's Degree, Taxation
Raymond Gentile's Lehman Brothers Experience June 1988 - May 1989
Job Director of Institutional Derivatives Sales New Business Development
Industry Financial Services
Experience
Maxim Group February 2013 - Present
Tejas Securities January 2012 - June 2012
TJM Investments September 2010 - January 2012
Bay Crest / Amerivest Partners August 2005 - August 2010
Kellogg Capital Group LLC June 2004 - July 2005
Whitehall Brokerage-Partner May 1999 - June 2004
Israel A. Englander & Co. October 1994 - May 1999
ABN-AMRO / The Chicago Corporation September 1989 - October 1994
Lehman Brothers June 1988 - May 1989
Skills
Extensive knowledge of..., 20 plus years in the..., Options, Derivatives, Trading, Prioritization, ETFs, Equity Derivatives, Series 7, Bloomberg, Financial Markets, Securities, Series 63, Trading Systems, Brokerage, Institutional, Index Options, Index Arbitrage, Option Pricing Models, New Business Development, Key Account Management, New Business Generation, Driving New Business, Business Development, Global Business..., International Business..., Customer Service, Settlement, Financial Accounting, Financial Regulation, Relationship Management, Volatility, Electronic Trading, Electronic Data..., Options Strategies, Hedge Funds, Alternative Investments, Proprietary Trading, Equity Trading, Equities, FINRA, Investments, Commodity, Financial Services, Trading Strategies, Portfolio Management, Hedging, Financial Risk, Finance, Capital Markets
Education
Pace University 2002 — 2005
M.S., Publishing & Electronic Commerce
Pace University - Lubin School of Business 1984 — 1988
B.B.A., Finance
State University of New York at 1982 — 1984
A.A.S, Management
Maxim Group February 2013 - Present
Tejas Securities January 2012 - June 2012
TJM Investments September 2010 - January 2012
Bay Crest / Amerivest Partners August 2005 - August 2010
Kellogg Capital Group LLC June 2004 - July 2005
Whitehall Brokerage-Partner May 1999 - June 2004
Israel A. Englander & Co. October 1994 - May 1999
ABN-AMRO / The Chicago Corporation September 1989 - October 1994
Lehman Brothers June 1988 - May 1989
Skills
Extensive knowledge of..., 20 plus years in the..., Options, Derivatives, Trading, Prioritization, ETFs, Equity Derivatives, Series 7, Bloomberg, Financial Markets, Securities, Series 63, Trading Systems, Brokerage, Institutional, Index Options, Index Arbitrage, Option Pricing Models, New Business Development, Key Account Management, New Business Generation, Driving New Business, Business Development, Global Business..., International Business..., Customer Service, Settlement, Financial Accounting, Financial Regulation, Relationship Management, Volatility, Electronic Trading, Electronic Data..., Options Strategies, Hedge Funds, Alternative Investments, Proprietary Trading, Equity Trading, Equities, FINRA, Investments, Commodity, Financial Services, Trading Strategies, Portfolio Management, Hedging, Financial Risk, Finance, Capital Markets
Education
Pace University 2002 — 2005
M.S., Publishing & Electronic Commerce
Pace University - Lubin School of Business 1984 — 1988
B.B.A., Finance
State University of New York at 1982 — 1984
A.A.S, Management
Patty Dong, CPA, MBA Patty Dong, CPA, MBA's Lehman Brothers Experience February 2006 - September 2008
Job Fund Management at The Carlyle Group
Industry Investment Management
Experience
The Carlyle Group April 2014 - Present
Och-Ziff Capital Management February 2013 - April 2014
KPMG US October 2010 - February 2013
KPMG US October 2008 - August 2009
Lehman Brothers February 2006 - September 2008
Grant Thornton LLP June 2007 - August 2007
Skills
Asset Management, Financial Reporting, US GAAP, Auditing, Accounting, SEC filings, Financial Accounting, Sarbanes-Oxley Act, CPA, External Audit, Tax, Big 4, Private Equity, Bloomberg, Banking, Capital Markets, Account Reconciliation, Asset Managment, Internal Controls
Education
Pace University 2005 — 2010
BBA/MBA, Public Accounting
The Carlyle Group April 2014 - Present
Och-Ziff Capital Management February 2013 - April 2014
KPMG US October 2010 - February 2013
KPMG US October 2008 - August 2009
Lehman Brothers February 2006 - September 2008
Grant Thornton LLP June 2007 - August 2007
Skills
Asset Management, Financial Reporting, US GAAP, Auditing, Accounting, SEC filings, Financial Accounting, Sarbanes-Oxley Act, CPA, External Audit, Tax, Big 4, Private Equity, Bloomberg, Banking, Capital Markets, Account Reconciliation, Asset Managment, Internal Controls
Education
Pace University 2005 — 2010
BBA/MBA, Public Accounting
Gregory Delventhal Gregory Delventhal's Lehman Brothers Experience January 2006 - December 2006
Job AFS Group
Industry Investment Management
Experience
J.P. Morgan December 2010 - April 2011
AFS Group December 2008 - September 2009
Deutsche Bank January 2008 - November 2008
Credit Suisse February 2008 - August 2008
Lehman Brothers January 2006 - December 2006
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, FInance
Pace University
B.B.A, Finance/Economics
webutuck 1997 — 2001
J.P. Morgan December 2010 - April 2011
AFS Group December 2008 - September 2009
Deutsche Bank January 2008 - November 2008
Credit Suisse February 2008 - August 2008
Lehman Brothers January 2006 - December 2006
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, FInance
Pace University
B.B.A, Finance/Economics
webutuck 1997 — 2001
Charles Mandelbaum Charles Mandelbaum's Lehman Brothers Experience May 1990 - November 1994
Job Associate Staff Analyst at NYC Department of Citywide Administrative Services
Industry Government Administration
Experience
NYC Department of Citywide Administrative Services November 2012 - Present
Universal EHR Solutions December 2010 - October 2012
Barclays Capital February 2010 - September 2010
CN Business Services LLC March 2009 - February 2010
CITI/GLOBAL WEALTH MANAGEMENT February 1995 - December 2008
Lehman Brothers May 1990 - November 1994
Drexel Burnham Lambert December 1981 - February 1990
NYC - Housing Preservation Development October 1978 - November 1981
Skills
Financial Services, Process Improvement, Testing, Business Analysis, Back Office, Fixed Income, Requirements Gathering, Programming, Program Management, SDLC, Training, Software Documentation, Analysis, Databases, Banking, Management, Security, COBOL, Proposal Writing, Product Development, Time Management, Visio, Vendor Management, User Acceptance Testing, Business Process..., SQL, Quality Assurance, SharePoint, Requirements Analysis, Business Process, Project Portfolio..., PMP, Integration, PMO, Business Requirements, MS Project, Access, Risk Management, ITIL, CRM, Information Technology, DB2, Software Project..., Disaster Recovery, Systems Analysis, IT Management, Business Intelligence, IT Strategy, Software Development, Project Management
Education
New York Institute of Finance
New York University
Diploma, Computer Programming
Pace University
MBA, Corporate Finance; Corporate Finance
Queens College
BA, Accounting and Economics
NYC Department of Citywide Administrative Services November 2012 - Present
Universal EHR Solutions December 2010 - October 2012
Barclays Capital February 2010 - September 2010
CN Business Services LLC March 2009 - February 2010
CITI/GLOBAL WEALTH MANAGEMENT February 1995 - December 2008
Lehman Brothers May 1990 - November 1994
Drexel Burnham Lambert December 1981 - February 1990
NYC - Housing Preservation Development October 1978 - November 1981
Skills
Financial Services, Process Improvement, Testing, Business Analysis, Back Office, Fixed Income, Requirements Gathering, Programming, Program Management, SDLC, Training, Software Documentation, Analysis, Databases, Banking, Management, Security, COBOL, Proposal Writing, Product Development, Time Management, Visio, Vendor Management, User Acceptance Testing, Business Process..., SQL, Quality Assurance, SharePoint, Requirements Analysis, Business Process, Project Portfolio..., PMP, Integration, PMO, Business Requirements, MS Project, Access, Risk Management, ITIL, CRM, Information Technology, DB2, Software Project..., Disaster Recovery, Systems Analysis, IT Management, Business Intelligence, IT Strategy, Software Development, Project Management
Education
New York Institute of Finance
New York University
Diploma, Computer Programming
Pace University
MBA, Corporate Finance; Corporate Finance
Queens College
BA, Accounting and Economics
Frank Mahoney Frank Mahoney's Lehman Brothers Experience May 2003 - May 2008
Job Managing Member at Liberty Capital Advisors LLC
Industry Financial Services
Experience
EB5 Regional Center of America LLC February 2014 - Present
Liberty Capital Advisors LLC July 2012 - Present
CKS Securities LLC April 2011 - October 2014
Rockwood Real Estate Advisors November 2011 - December 2012
FM Advisors January 2010 - March 2011
Destiny USA 2008 - 2009
Lehman Brothers May 2003 - May 2008
UBS Investment Bank February 1997 - May 2003
Empire State Development February 1995 - February 1997
Governor Pataki Transition Team November 1994 - February 1995
Skills
Private Equity, Mergers & Acquisitions, Equities, Investment Banking, Corporate Finance, Derivatives, Investments, Financial Advisory, Loans, Securities, Project Finance, Leadership, Finance, Management, Financial Services, Public/private..., Corporate Development, Venture Capital, Capital Markets, Due Diligence, Financial Structuring, Capital, Private Placements, Series 63, Valuation, Emerging Markets, Asset Management, Alternative Investments, LBO, Structured Finance
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Marketing
Pace University School of Law 1985 — 1988
JD (cum laude)
SUNY Albany 1977 — 1981
BA, History
EB5 Regional Center of America LLC February 2014 - Present
Liberty Capital Advisors LLC July 2012 - Present
CKS Securities LLC April 2011 - October 2014
Rockwood Real Estate Advisors November 2011 - December 2012
FM Advisors January 2010 - March 2011
Destiny USA 2008 - 2009
Lehman Brothers May 2003 - May 2008
UBS Investment Bank February 1997 - May 2003
Empire State Development February 1995 - February 1997
Governor Pataki Transition Team November 1994 - February 1995
Skills
Private Equity, Mergers & Acquisitions, Equities, Investment Banking, Corporate Finance, Derivatives, Investments, Financial Advisory, Loans, Securities, Project Finance, Leadership, Finance, Management, Financial Services, Public/private..., Corporate Development, Venture Capital, Capital Markets, Due Diligence, Financial Structuring, Capital, Private Placements, Series 63, Valuation, Emerging Markets, Asset Management, Alternative Investments, LBO, Structured Finance
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Marketing
Pace University School of Law 1985 — 1988
JD (cum laude)
SUNY Albany 1977 — 1981
BA, History
Judith J. Opperman (Judy) Judith J. Opperman (Judy)'s Lehman Brothers Experience 1993 - 1994
Job Director, Human Resources Operations at Aptuit
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center October 2011 - December 2013
Analytic Partners, Inc. June 2011 - October 2011
Career Techniques, Inc. March 2011 - October 2011
Simon & Schuster, Division of CBS June 1996 - December 2010
Salomon Brothers August 1994 - July 1996
Lehman Brothers 1993 - 1994
Smith Barney February 1987 - September 1993
Booz Allen Hamilton June 1975 - September 1987
Skills
Leadership, Deferred Compensation, Employee Benefits, Management, Program Management, Management Consulting, Strategic Planning, HR Consulting, Digital Media, Forecasting, Budgets, Payroll, Employee Relations, Succession Planning, Talent Management, Performance Management, Organizational..., Recruiting, Vendor Management, PeopleSoft, Strategy, Human Resources, Benefits Administration, Strategic Partnerships, HRIS, Process Improvement, Personnel Management, Account Management, Training, Mergers & Acquisitions, Temporary Placement, Onboarding, Talent Acquisition, Employee Engagement, Applicant Tracking..., College Recruiting, Interviews, Project Management, Organizational..., Organizational Design, Workforce Planning, Consulting, HR Policies, Leadership Development, Sourcing, Executive Search, Career Development, Employee Training, Hiring, Technical Recruiting
Education
Pace University - Lubin School of Business 1997 — 2000
Masters, Management Information Systems
Pace University - Lubin School of Business 1990 — 1995
Bachelor's Degree, Business Management -- Information Systems Concentration
Memorial Sloan-Kettering Cancer Center October 2011 - December 2013
Analytic Partners, Inc. June 2011 - October 2011
Career Techniques, Inc. March 2011 - October 2011
Simon & Schuster, Division of CBS June 1996 - December 2010
Salomon Brothers August 1994 - July 1996
Lehman Brothers 1993 - 1994
Smith Barney February 1987 - September 1993
Booz Allen Hamilton June 1975 - September 1987
Skills
Leadership, Deferred Compensation, Employee Benefits, Management, Program Management, Management Consulting, Strategic Planning, HR Consulting, Digital Media, Forecasting, Budgets, Payroll, Employee Relations, Succession Planning, Talent Management, Performance Management, Organizational..., Recruiting, Vendor Management, PeopleSoft, Strategy, Human Resources, Benefits Administration, Strategic Partnerships, HRIS, Process Improvement, Personnel Management, Account Management, Training, Mergers & Acquisitions, Temporary Placement, Onboarding, Talent Acquisition, Employee Engagement, Applicant Tracking..., College Recruiting, Interviews, Project Management, Organizational..., Organizational Design, Workforce Planning, Consulting, HR Policies, Leadership Development, Sourcing, Executive Search, Career Development, Employee Training, Hiring, Technical Recruiting
Education
Pace University - Lubin School of Business 1997 — 2000
Masters, Management Information Systems
Pace University - Lubin School of Business 1990 — 1995
Bachelor's Degree, Business Management -- Information Systems Concentration
![Lorenzo Gallo [LION]](https://cdn.bearsofficialsstore.com/li/webp/52248497.webp)
Lorenzo Gallo [LION] Lorenzo Gallo [LION]'s Lehman Brothers Experience 1984 - 2008
Job CEO at Safety Group Ltd.
Industry Construction
Experience
The Safety Group Ltd. August 2013 - Present
Clean Earth Project November 2009 - August 2013
Homeland Safety Consultants 2008 - 2013
Lehman Brothers 1984 - 2008
Lehman Brothers 1984 - 2008
Skills
Remediation, Environmental Issues, Financial Analysis, Marketing Strategy, Due Diligence, Asset Managment, Business Strategy, Risk Management, Asset Management, Business Analysis, Leadership, Training, Negotiation, Management, Process Improvement, Start-ups, Executive Management, Mergers & Acquisitions, Business Planning, Management Consulting, Contract Negotiation, New Business Development, Strategic Planning, Human Resources, Private Equity, Business Development, Analysis, Investments, Strategy, Entrepreneurship, Real Estate, Homeland Security, Program Management, Risk Assessment, Construction, Finance, Insurance, International Business, Team Building, Project Planning, Project Management, Sales, Marketing, Budgets, Team Leadership, Operations Management, Contract Management, Account Management, Safety Management..., Construction Safety
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Master of Business Administration (M.B.A.), Finance
Pace University 1982 — 1986
BA, Business Finance
The Safety Group Ltd. August 2013 - Present
Clean Earth Project November 2009 - August 2013
Homeland Safety Consultants 2008 - 2013
Lehman Brothers 1984 - 2008
Lehman Brothers 1984 - 2008
Skills
Remediation, Environmental Issues, Financial Analysis, Marketing Strategy, Due Diligence, Asset Managment, Business Strategy, Risk Management, Asset Management, Business Analysis, Leadership, Training, Negotiation, Management, Process Improvement, Start-ups, Executive Management, Mergers & Acquisitions, Business Planning, Management Consulting, Contract Negotiation, New Business Development, Strategic Planning, Human Resources, Private Equity, Business Development, Analysis, Investments, Strategy, Entrepreneurship, Real Estate, Homeland Security, Program Management, Risk Assessment, Construction, Finance, Insurance, International Business, Team Building, Project Planning, Project Management, Sales, Marketing, Budgets, Team Leadership, Operations Management, Contract Management, Account Management, Safety Management..., Construction Safety
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Master of Business Administration (M.B.A.), Finance
Pace University 1982 — 1986
BA, Business Finance
Sammy Saunders Sammy Saunders's Lehman Brothers Experience 1997 - 2004
Job Real Estate Professional & Entrepreneur, Customized real estate solutions for home owners, home buyers, condos
Industry Real Estate
Experience
The Saunders Marketing and Sales Boutique LLC November 2004 - Present
Mount Vernon Educational Foundation 2009 - 2010
Lehman Brothers 1997 - 2004
Skills
Real Estate Negotiation, Real Estate, Services Marketing, Real Estate Development, Condos, First Time Home Buyers, SFR, ABR, Foreclosures, Short Sales, Sellers, Buyer Representation, Real Estate Investment, Property Management, Investors, Rentals, New Home Sales, Brokerage, Distressed Property, Investment Properties, Residential Homes, REO, Referrals, Luxury, Marketing, Commercial Real Estate, Real Estate Transactions
Education
Pace University - Lubin School of Business 1991 — 1996
B.B.A., Business, Marketing, Law
Hayes
The Saunders Marketing and Sales Boutique LLC November 2004 - Present
Mount Vernon Educational Foundation 2009 - 2010
Lehman Brothers 1997 - 2004
Skills
Real Estate Negotiation, Real Estate, Services Marketing, Real Estate Development, Condos, First Time Home Buyers, SFR, ABR, Foreclosures, Short Sales, Sellers, Buyer Representation, Real Estate Investment, Property Management, Investors, Rentals, New Home Sales, Brokerage, Distressed Property, Investment Properties, Residential Homes, REO, Referrals, Luxury, Marketing, Commercial Real Estate, Real Estate Transactions
Education
Pace University - Lubin School of Business 1991 — 1996
B.B.A., Business, Marketing, Law
Hayes
Felicity Caramanna Felicity Caramanna's Lehman Brothers Experience July 1990 - June 2004
Job lawyer at Credit Agricole Corporate and Investment Bank
Industry Financial Services
Experience
Credit Agricole CIB 2008 - Present
McDermott Will & Emery November 2005 - February 2008
Deutsche Bank June 2004 - November 2005
Lehman Brothers July 1990 - June 2004
Skills
conversational Russian, conversational French, Capital Markets, Derivatives, Investment Banking, Swaps, Prime Brokerage, Securities Lending, Structured Finance, Fixed Income, Debt, Hedge Funds, Securities, FX Options, Equities, ISDA, Settlement, Private Placements, Structured Products, AML, Private Equity, Securitization, Dodd-Frank, Interest Rate..., Financial Structuring, Banking, Securities Regulation, Financial Markets, Financial Regulation, Operational Risk, Emerging Markets, Collateral Management, French, Alternative Investments, Financial Services
Education
Pace University - Lubin School of Business 2015 — 2015
Certified Compliance and Regulatory Professional (CCRP) Certificate, Compliance and Regulatory Management, Certified as of July 8, 2015
New York Law School 1992 — 1997
JD, law
University of Hawaii 1975 — 1977
MA, Linguistics/Mandarin
McGill University 1972 — 1975
BA, Linguistics
The Blake School - Minneapolis, Minnesota
HS Diploma
Credit Agricole CIB 2008 - Present
McDermott Will & Emery November 2005 - February 2008
Deutsche Bank June 2004 - November 2005
Lehman Brothers July 1990 - June 2004
Skills
conversational Russian, conversational French, Capital Markets, Derivatives, Investment Banking, Swaps, Prime Brokerage, Securities Lending, Structured Finance, Fixed Income, Debt, Hedge Funds, Securities, FX Options, Equities, ISDA, Settlement, Private Placements, Structured Products, AML, Private Equity, Securitization, Dodd-Frank, Interest Rate..., Financial Structuring, Banking, Securities Regulation, Financial Markets, Financial Regulation, Operational Risk, Emerging Markets, Collateral Management, French, Alternative Investments, Financial Services
Education
Pace University - Lubin School of Business 2015 — 2015
Certified Compliance and Regulatory Professional (CCRP) Certificate, Compliance and Regulatory Management, Certified as of July 8, 2015
New York Law School 1992 — 1997
JD, law
University of Hawaii 1975 — 1977
MA, Linguistics/Mandarin
McGill University 1972 — 1975
BA, Linguistics
The Blake School - Minneapolis, Minnesota
HS Diploma
Amy Poster Amy Poster's Lehman Brothers Experience 1987 - 1994
Job Director Financial Advisory Services at Berdon LLP
Industry Financial Services
Experience
Berdon LLP December 2014 - Present
C&A Consulting LLC March 2013 - September 2014
Iron Harbor Capital Management 2011 - 2012
U.S. Department of the Treasury- Office of the Special Inspector General-TARP May 2009 - November 2010
Credit Suisse 1998 - 2008
Donaldson, Lufkin, and Jenrette (acquired by Credit Susse) 1998 - 2000
Bear Stearns Inc (acquired by JP Morgan) 1994 - 1998
Lehman Brothers 1987 - 1994
Advest, Inc. 1986 - 1987
Skills
Valuation, Hedge Funds, Trading, Equities, Portfolio Management, Derivatives, Risk Management, Market Risk, Fixed Income, Finance, Capital Markets, Financial Risk, Due Diligence, Equity Derivatives, Options, Operational Risk, Alternative Investments, Financial Services
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Financial Management, with Distinction
Berdon LLP December 2014 - Present
C&A Consulting LLC March 2013 - September 2014
Iron Harbor Capital Management 2011 - 2012
U.S. Department of the Treasury- Office of the Special Inspector General-TARP May 2009 - November 2010
Credit Suisse 1998 - 2008
Donaldson, Lufkin, and Jenrette (acquired by Credit Susse) 1998 - 2000
Bear Stearns Inc (acquired by JP Morgan) 1994 - 1998
Lehman Brothers 1987 - 1994
Advest, Inc. 1986 - 1987
Skills
Valuation, Hedge Funds, Trading, Equities, Portfolio Management, Derivatives, Risk Management, Market Risk, Fixed Income, Finance, Capital Markets, Financial Risk, Due Diligence, Equity Derivatives, Options, Operational Risk, Alternative Investments, Financial Services
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Financial Management, with Distinction
William Robalino's Lehman Brothers Experience 1996 - 2006
Job Prudential VP Annuity Finance
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
BNY Mellon July 2013 - April 2015
UBS Investment Bank June 2007 - July 2013
Lehman Brothers 1996 - 2006
Lehman Brothers- Japan 1997 - 2001
J.P. Morgan 1993 - 1997
Skills
Fixed Income, Finance, FX Options, Investment Banking, Leadership Development, Derivatives, Accounting, Change Management, Team Leadership, Fundraising, Management, Capital Markets, Equities, Leadership, Hedge Funds, Bloomberg, Risk Management, Financial Modeling, Valuation, Performance Management, Competitive Analysis, Financial Risk, Commodity, Equity Derivatives, Product Control, Business Analysis, Corporate Finance, Financial Analysis, Interest Rate..., Credit Derivatives, Structured Products, Auditing, FX, Bonds, Emerging Markets, Financial Reporting, Private Equity, Portfolio Management, Mergers & Acquisitions, Rates, Trading, Managing Start-ups, Turn Around Management, Business Planning, Forecasting, Expense Management, Structured Finance, Financial Markets, Alternative Investments, Analysis
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Organizational Management, 3.4
Pace University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Public Accounting and Political Science, 3.4
St. Peter's Prep 1983 — 1986
General, General Studies
Prudential Financial April 2015 - Present
BNY Mellon July 2013 - April 2015
UBS Investment Bank June 2007 - July 2013
Lehman Brothers 1996 - 2006
Lehman Brothers- Japan 1997 - 2001
J.P. Morgan 1993 - 1997
Skills
Fixed Income, Finance, FX Options, Investment Banking, Leadership Development, Derivatives, Accounting, Change Management, Team Leadership, Fundraising, Management, Capital Markets, Equities, Leadership, Hedge Funds, Bloomberg, Risk Management, Financial Modeling, Valuation, Performance Management, Competitive Analysis, Financial Risk, Commodity, Equity Derivatives, Product Control, Business Analysis, Corporate Finance, Financial Analysis, Interest Rate..., Credit Derivatives, Structured Products, Auditing, FX, Bonds, Emerging Markets, Financial Reporting, Private Equity, Portfolio Management, Mergers & Acquisitions, Rates, Trading, Managing Start-ups, Turn Around Management, Business Planning, Forecasting, Expense Management, Structured Finance, Financial Markets, Alternative Investments, Analysis
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Organizational Management, 3.4
Pace University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Public Accounting and Political Science, 3.4
St. Peter's Prep 1983 — 1986
General, General Studies
James Danz James Danz's Lehman Brothers Experience June 2001 - May 2008
Job International Fixed Income at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. February 2013 - Present
Morgan Stanley June 2012 - January 2013
Citi October 2008 - June 2012
RBC May 2008 - September 2008
Lehman Brothers June 2001 - May 2008
Lehman Brothers June 2001 - May 2002
Skills
Restricted Stock, DTC, Euroclear, CAGE, Microsoft Excel, Microsoft Word, LEGAL TRANSFER, Legal Opinions, International..., Compliance Procedures, Portfolio Administration, Securities, Tax Preparation, Portfolio Management, FINRA, Capital Markets, Corporate Actions, Prime Brokerage, SWIFT payments
Education
Pace University
Bachelor of Applied Science (B.A.Sc.), Finance, Accounting
Mizuho Securities USA Inc. February 2013 - Present
Morgan Stanley June 2012 - January 2013
Citi October 2008 - June 2012
RBC May 2008 - September 2008
Lehman Brothers June 2001 - May 2008
Lehman Brothers June 2001 - May 2002
Skills
Restricted Stock, DTC, Euroclear, CAGE, Microsoft Excel, Microsoft Word, LEGAL TRANSFER, Legal Opinions, International..., Compliance Procedures, Portfolio Administration, Securities, Tax Preparation, Portfolio Management, FINRA, Capital Markets, Corporate Actions, Prime Brokerage, SWIFT payments
Education
Pace University
Bachelor of Applied Science (B.A.Sc.), Finance, Accounting
Robert Bernardini Robert Bernardini's Lehman Brothers Experience May 2007 - March 2009
Job Sr. Informationist at Knowledgent
Industry Information Technology and Services
Experience
Knowledgent March 2014 - Present
CT Corporation, a Wolters Kluwer company September 2009 - December 2013
J.H. Cohn LLP April 2009 - June 2009
Barclays Capital May 2007 - March 2009
Lehman Brothers May 2007 - March 2009
Bloomberg L.P. May 2004 - May 2007
UBS 1998 - 2004
McKinsey & Company November 1988 - July 1998
Skills
Data Warehousing, Data Warehouse..., Dimensional Modeling, ETL, Microsoft SQL Server, Business Objects, SSIS, SQL Server 2000-2008, Oracle, Business Intelligence, Informatica, Business Intelligence..., Databases, Requirements Analysis, Collibra, Business Analysis, Data Governance, Software Project..., OLAP, Essbase, Sybase, Analysis Services, SDLC, Enterprise Software, SSAS
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
Pace University - Lubin School of Business
BBA, Management Information Systems
Knowledgent March 2014 - Present
CT Corporation, a Wolters Kluwer company September 2009 - December 2013
J.H. Cohn LLP April 2009 - June 2009
Barclays Capital May 2007 - March 2009
Lehman Brothers May 2007 - March 2009
Bloomberg L.P. May 2004 - May 2007
UBS 1998 - 2004
McKinsey & Company November 1988 - July 1998
Skills
Data Warehousing, Data Warehouse..., Dimensional Modeling, ETL, Microsoft SQL Server, Business Objects, SSIS, SQL Server 2000-2008, Oracle, Business Intelligence, Informatica, Business Intelligence..., Databases, Requirements Analysis, Collibra, Business Analysis, Data Governance, Software Project..., OLAP, Essbase, Sybase, Analysis Services, SDLC, Enterprise Software, SSAS
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
Pace University - Lubin School of Business
BBA, Management Information Systems
Bradley Ughetta Bradley Ughetta's Lehman Brothers Experience 1993 - 1997
Job Financial Industry Executive
Industry Financial Services
Experience
BancWest Investment Services August 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2010
Wells Fargo Investments August 2009 - February 2010
Wells Fargo Investments December 2006 - May 2009
Morgan Stanley 2005 - 2006
Morgan Stanley November 2001 - 2005
WealthPlace, Inc 2001 - 2001
Merrill Lynch 1997 - 2001
Lehman Brothers 1993 - 1997
Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York College at Oneonta
BS, Economics
BancWest Investment Services August 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2010
Wells Fargo Investments August 2009 - February 2010
Wells Fargo Investments December 2006 - May 2009
Morgan Stanley 2005 - 2006
Morgan Stanley November 2001 - 2005
WealthPlace, Inc 2001 - 2001
Merrill Lynch 1997 - 2001
Lehman Brothers 1993 - 1997
Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York College at Oneonta
BS, Economics
Brian Vitone Brian Vitone's Lehman Brothers Experience June 2006 - May 2007
Job Assistant Vice President FICC Product Control Securitized Products at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2013 - Present
Nomura March 2011 - October 2013
Goldman Sachs June 2007 - March 2011
Lehman Brothers June 2006 - May 2007
Skills
Finance, Analysis, Fixed Income, Financial Analysis, Training, Leadership Development, Organizational..., Logistics, Team Building, Project Management, People Management, People Skills, Process Improvement, Globalization, Process Efficiency, Equities, Trading
Education
Pace University 2004 — 2008
BS, Economics
Deutsche Bank October 2013 - Present
Nomura March 2011 - October 2013
Goldman Sachs June 2007 - March 2011
Lehman Brothers June 2006 - May 2007
Skills
Finance, Analysis, Fixed Income, Financial Analysis, Training, Leadership Development, Organizational..., Logistics, Team Building, Project Management, People Management, People Skills, Process Improvement, Globalization, Process Efficiency, Equities, Trading
Education
Pace University 2004 — 2008
BS, Economics
Tomas A Vazquez Tomas A Vazquez's Lehman Brothers Experience November 2000 - October 2002
Job Data Support Engineer at DoubleVerify
Industry Information Technology and Services
Experience
DoubleVerify April 2015 - Present
NBCUniversal, Inc. October 2014 - March 2015
Operative August 2013 - July 2014
Homecare Software Solutions September 2012 - August 2013
Credit Suisse November 2011 - March 2012
Epoch Investment Partners August 2006 - December 2010
Robeco September 2005 - June 2006
Moore Capital Management December 2003 - August 2005
Citi November 2002 - September 2003
Lehman Brothers November 2000 - October 2002
Skills
Technical Support, Integration, Troubleshooting, Microsoft SQL Server, Networking, Analysis, SQL, Customer Support, Training, Salesforce.com, SaaS, Software Implementation, IT Management, Software Installation, Crystal Reports, Information Technology, Visual Studio, Customer Service, Microsoft Office, SDLC, Vertica, MySQL, Python
Education
Pace University 1993 — 1997
Bachelor's degree, Computer Science
DoubleVerify April 2015 - Present
NBCUniversal, Inc. October 2014 - March 2015
Operative August 2013 - July 2014
Homecare Software Solutions September 2012 - August 2013
Credit Suisse November 2011 - March 2012
Epoch Investment Partners August 2006 - December 2010
Robeco September 2005 - June 2006
Moore Capital Management December 2003 - August 2005
Citi November 2002 - September 2003
Lehman Brothers November 2000 - October 2002
Skills
Technical Support, Integration, Troubleshooting, Microsoft SQL Server, Networking, Analysis, SQL, Customer Support, Training, Salesforce.com, SaaS, Software Implementation, IT Management, Software Installation, Crystal Reports, Information Technology, Visual Studio, Customer Service, Microsoft Office, SDLC, Vertica, MySQL, Python
Education
Pace University 1993 — 1997
Bachelor's degree, Computer Science
Angelique D. Robateau Angelique D. Robateau's Lehman Brothers Experience February 1987 - March 1997
Job Certified Business Analysis Professional, Passionate Volunteer
Industry Information Technology and Services
Experience
PwC January 2015 - Present
PwC October 2004 - December 2014
Anwar Solutions Inc. 1997 - 2004
TIAA-CREF November 2000 - June 2003
Deutsche Bank May 2000 - October 2000
GRP Financial Service Incorporated December 1999 - May 2000
Accenture December 1997 - November 1999
Donaldson, Lufkin & Jenrette April 1997 - November 1997
Lehman Brothers February 1987 - March 1997
Skills
Business Analysis, SDLC, IT Strategy, PMO, Business Process..., Entrepreneurship, Volunteering, Youth Mentoring, Strategic Planning, Training Delivery, UML, Workflow, Data Analysis, Data Warehousing, Reverse Engineering, Relational Databases, Organizational Agility, Strategic Thinking, Integration, SQL, Thinking Outside The Box, Innovation, Business Process, Global Teaming, Virtual Management
Education
Nova Southeastern University - College of Osteopathic Medicine 2008 — 2011
MS, Biomedical Informatics
Pace University - Lubin School of Business 1987 — 1991
BBA, Management Information System
PwC January 2015 - Present
PwC October 2004 - December 2014
Anwar Solutions Inc. 1997 - 2004
TIAA-CREF November 2000 - June 2003
Deutsche Bank May 2000 - October 2000
GRP Financial Service Incorporated December 1999 - May 2000
Accenture December 1997 - November 1999
Donaldson, Lufkin & Jenrette April 1997 - November 1997
Lehman Brothers February 1987 - March 1997
Skills
Business Analysis, SDLC, IT Strategy, PMO, Business Process..., Entrepreneurship, Volunteering, Youth Mentoring, Strategic Planning, Training Delivery, UML, Workflow, Data Analysis, Data Warehousing, Reverse Engineering, Relational Databases, Organizational Agility, Strategic Thinking, Integration, SQL, Thinking Outside The Box, Innovation, Business Process, Global Teaming, Virtual Management
Education
Nova Southeastern University - College of Osteopathic Medicine 2008 — 2011
MS, Biomedical Informatics
Pace University - Lubin School of Business 1987 — 1991
BBA, Management Information System
Petrina Nikolla Petrina Nikolla's Lehman Brothers Experience April 2008 - September 2008
Job Equity Client Onboarding & Integration
Industry Investment Banking
Experience
Barclays Investment Bank May 2014 - Present
Barclays Investment Bank May 2012 - May 2014
Barclays Capital January 2010 - May 2012
Barclays Capital September 2008 - March 2010
Lehman Brothers April 2008 - September 2008
DTCC 2005 - 2007
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Investment Banking, Capital Markets, US Treasuries, Government Agencies, High Yield Bonds, Interest Rate..., Interest Rate Swaps, Markitwire, CDS, Allocations, KYC, Credit, Operational Risk, Financial Modeling, Rates, Bloomberg Terminal, Financial Markets, Finance, User Acceptance Testing, Trading
Education
Pace University 2003 — 2007
BBA, Finance & Business Management
Pace University - Lubin School of Business 2003 — 2007
BBA, Finance & Business Management, Double Major GPA 3.8
Barclays Investment Bank May 2014 - Present
Barclays Investment Bank May 2012 - May 2014
Barclays Capital January 2010 - May 2012
Barclays Capital September 2008 - March 2010
Lehman Brothers April 2008 - September 2008
DTCC 2005 - 2007
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Investment Banking, Capital Markets, US Treasuries, Government Agencies, High Yield Bonds, Interest Rate..., Interest Rate Swaps, Markitwire, CDS, Allocations, KYC, Credit, Operational Risk, Financial Modeling, Rates, Bloomberg Terminal, Financial Markets, Finance, User Acceptance Testing, Trading
Education
Pace University 2003 — 2007
BBA, Finance & Business Management
Pace University - Lubin School of Business 2003 — 2007
BBA, Finance & Business Management, Double Major GPA 3.8
Steven D. Christie Steven D. Christie's Lehman Brothers Experience May 1983 - September 2008
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
State Farm June 2011 - April 2014
Barclays Capital September 2008 - April 2011
Lehman Brothers May 1983 - September 2008
Education
Hofstra University-Zarb School of Business
BBA, Accounting - Zarb School of Business
Pace University - Lubin School of Business
MBA, Financial Management
JPMorgan Chase April 2014 - Present
State Farm June 2011 - April 2014
Barclays Capital September 2008 - April 2011
Lehman Brothers May 1983 - September 2008
Education
Hofstra University-Zarb School of Business
BBA, Accounting - Zarb School of Business
Pace University - Lubin School of Business
MBA, Financial Management
Bernie Doucette's Lehman Brothers Experience 2003 - 2005
Job Director, Chief Accounting Officer at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2013 - Present
Cohen & Steers August 2005 - March 2013
Lehman Brothers 2003 - 2005
Resources Global Professionals 2002 - 2003
Wofex, Inc. 2000 - 2001
National Discount Brokers, Inc. 1999 - 2000
NatWest Markets 1997 - 1998
Deutsche Bank Securities 1992 - 1997
KPMG US 1990 - 1992
Skills
Hedge Funds, Capital Markets, Equities, SEC reporting, Asset Management
Education
Pace University 1986 — 1990
BBA / MBA, Accounting
Pace University - Lubin School of Business
Lord, Abbett & Co. LLC September 2013 - Present
Cohen & Steers August 2005 - March 2013
Lehman Brothers 2003 - 2005
Resources Global Professionals 2002 - 2003
Wofex, Inc. 2000 - 2001
National Discount Brokers, Inc. 1999 - 2000
NatWest Markets 1997 - 1998
Deutsche Bank Securities 1992 - 1997
KPMG US 1990 - 1992
Skills
Hedge Funds, Capital Markets, Equities, SEC reporting, Asset Management
Education
Pace University 1986 — 1990
BBA / MBA, Accounting
Pace University - Lubin School of Business
Joanne Larkin's Lehman Brothers Experience May 1992 - September 2008
Job Executive Asst. Sr. Relationship Mgmt. at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank September 2008 - Present
Lehman Brothers May 1992 - September 2008
Eastern Airlines 1977 - 1987
Skills
Capital Markets, Asset Management, Equities, Investment Banking, Outlook
Education
Pace University 1987 — 1992
BA, Human Relations
Barclays Investment Bank September 2008 - Present
Lehman Brothers May 1992 - September 2008
Eastern Airlines 1977 - 1987
Skills
Capital Markets, Asset Management, Equities, Investment Banking, Outlook
Education
Pace University 1987 — 1992
BA, Human Relations
Salvatore Ulto Salvatore Ulto's Lehman Brothers Experience March 1997 - September 2008
Job Vice President
Industry Banking
Experience
JPMorgan Chase March 2014 - Present
Bardess Group March 2012 - March 2014
Barclays Capital September 2008 - December 2011
Lehman Brothers March 1997 - September 2008
Lehman Brothers January 2000 - March 2007
Lehman Brothers January 1997 - January 2000
Siemens 1995 - 1997
Pepsi 1992 - 1994
Revelation Technologies 1989 - 1992
Skills
Asset Management, Software Asset..., Business Process..., ETL, Relational Databases, Software Development..., ITIL, Asset Managment, SDLC, Business Intelligence, Enterprise Software, MS Project, Risk Management, Business Process, Enterprise Architecture, Requirements Gathering, IT Service Management, Resource Management, Databases, Business Analysis, Visio, SOA, Vendor Management, Project Delivery, IT Management, Software Project..., Agile Methodologies, Oracle, IT Strategy, Business Process..., Data Warehousing, Analysis, Project Portfolio..., PMO, Requirements Analysis, Information Technology, Integration, PMP
Education
Pace University 1990 — 1994
MBA, Information Technology
The University of Connecticut 1984 — 1989
BS, Computer Science Engineering
JPMorgan Chase March 2014 - Present
Bardess Group March 2012 - March 2014
Barclays Capital September 2008 - December 2011
Lehman Brothers March 1997 - September 2008
Lehman Brothers January 2000 - March 2007
Lehman Brothers January 1997 - January 2000
Siemens 1995 - 1997
Pepsi 1992 - 1994
Revelation Technologies 1989 - 1992
Skills
Asset Management, Software Asset..., Business Process..., ETL, Relational Databases, Software Development..., ITIL, Asset Managment, SDLC, Business Intelligence, Enterprise Software, MS Project, Risk Management, Business Process, Enterprise Architecture, Requirements Gathering, IT Service Management, Resource Management, Databases, Business Analysis, Visio, SOA, Vendor Management, Project Delivery, IT Management, Software Project..., Agile Methodologies, Oracle, IT Strategy, Business Process..., Data Warehousing, Analysis, Project Portfolio..., PMO, Requirements Analysis, Information Technology, Integration, PMP
Education
Pace University 1990 — 1994
MBA, Information Technology
The University of Connecticut 1984 — 1989
BS, Computer Science Engineering
Jacqueline Chen's Lehman Brothers Experience July 2008 - September 2008
Job Assistant Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays October 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Lehman Brothers March 2004 - May 2007
JPMorgan Chase May 2003 - August 2003
Skills
Bloomberg Terminal, Excel, PowerPoint, Word, Access, Project Management, Clearwell, Discovery Accelerator, Due Diligence, Business Analysis, Finance, Investment Banking, Microsoft Excel, Bloomberg, Corporate Finance, Financial Analysis, Microsoft Word
Education
Pace University - Lubin School of Business 2004 — 2008
Magna Cum Laude; Bachelors of Business Administration
Barclays October 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Lehman Brothers March 2004 - May 2007
JPMorgan Chase May 2003 - August 2003
Skills
Bloomberg Terminal, Excel, PowerPoint, Word, Access, Project Management, Clearwell, Discovery Accelerator, Due Diligence, Business Analysis, Finance, Investment Banking, Microsoft Excel, Bloomberg, Corporate Finance, Financial Analysis, Microsoft Word
Education
Pace University - Lubin School of Business 2004 — 2008
Magna Cum Laude; Bachelors of Business Administration
Tracy Myint Tracy Myint's Lehman Brothers Experience November 2007 - July 2008
Job Senior C# .NET Developer
Industry Information Technology and Services
Experience
Memorial Sloan Kettering Cancer Center March 2015 - Present
NYU Langone Medical Center July 2013 - October 2014
NYC Department of Health December 2012 - March 2013
KPMG June 2012 - September 2012
TD Securities January 2012 - April 2012
Morgan Stanley Smith Barney September 2010 - December 2011
New York City Department of Finance July 2009 - May 2010
Jarden Corporation August 2008 - May 2009
Lehman Brothers November 2007 - July 2008
Arnhold and S Bleichroeder LLC August 2007 - October 2007
Skills
Microsoft SQL Server, .NET, ASP.NET, C#, XML, ASP.NET MVC, AJAX, Databases, SQL, Web Applications, Web Development, Integration, Business Analysis, SSRS, SSIS, Full SDLC, Written Communication, Soft Skills, ADO.NET, XSL, XPath, Visual Studio, Financial Technology, Investment Banking, Enterprise Architecture, Intranet, Financial Reporting, Banking, lead, architect, senior, developer, Verbal Communication, NYC Resident, microsoft, technology, AngularJS, US Citizen
Education
Pace University 1991 — 2001
BA, Computer Science Major - w/ Accounting Minor
Pace University
Bachelor's degree, Computer Science
Memorial Sloan Kettering Cancer Center March 2015 - Present
NYU Langone Medical Center July 2013 - October 2014
NYC Department of Health December 2012 - March 2013
KPMG June 2012 - September 2012
TD Securities January 2012 - April 2012
Morgan Stanley Smith Barney September 2010 - December 2011
New York City Department of Finance July 2009 - May 2010
Jarden Corporation August 2008 - May 2009
Lehman Brothers November 2007 - July 2008
Arnhold and S Bleichroeder LLC August 2007 - October 2007
Skills
Microsoft SQL Server, .NET, ASP.NET, C#, XML, ASP.NET MVC, AJAX, Databases, SQL, Web Applications, Web Development, Integration, Business Analysis, SSRS, SSIS, Full SDLC, Written Communication, Soft Skills, ADO.NET, XSL, XPath, Visual Studio, Financial Technology, Investment Banking, Enterprise Architecture, Intranet, Financial Reporting, Banking, lead, architect, senior, developer, Verbal Communication, NYC Resident, microsoft, technology, AngularJS, US Citizen
Education
Pace University 1991 — 2001
BA, Computer Science Major - w/ Accounting Minor
Pace University
Bachelor's degree, Computer Science
Igor Botvinnik Igor Botvinnik's Lehman Brothers Experience 2001 - September 2004
Job AVP, Development Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2015 - Present
OppenheimerFunds August 2010 - June 2015
OppenheimerFunds January 2008 - July 2010
OppenheimerFunds September 2004 - January 2008
Lehman Brothers 2001 - September 2004
Lehman Brothers 1995 - 2001
Skills
Fixed Income, Application Development, SQL Server, C#, Java, Spring Integration, Shell Scripting, Charles River IMS, Emacs, Integration, Software Development, Microsoft SQL Server, Equities, Spring, Agile Methodologies, SOA, Sybase, Enterprise Architecture, Market Data, SQL, Scrum, Trading, Trading Systems, Data Warehousing, Databases
Education
Pace University 1999 — 2003
BS, Computer Science
OppenheimerFunds July 2015 - Present
OppenheimerFunds August 2010 - June 2015
OppenheimerFunds January 2008 - July 2010
OppenheimerFunds September 2004 - January 2008
Lehman Brothers 2001 - September 2004
Lehman Brothers 1995 - 2001
Skills
Fixed Income, Application Development, SQL Server, C#, Java, Spring Integration, Shell Scripting, Charles River IMS, Emacs, Integration, Software Development, Microsoft SQL Server, Equities, Spring, Agile Methodologies, SOA, Sybase, Enterprise Architecture, Market Data, SQL, Scrum, Trading, Trading Systems, Data Warehousing, Databases
Education
Pace University 1999 — 2003
BS, Computer Science
Beth Flores-Manlapig, CISA, CRISC Beth Flores-Manlapig, CISA, CRISC's Lehman Brothers Experience August 2000 - November 2002
Job Manager at CohnReznick LLP
Industry Accounting
Experience
ISACA 2014 - Present
CohnReznick LLP August 2003 - Present
Lehman Brothers August 2000 - November 2002
Bear Stearns April 1998 - August 2000
CIBC World Markets April 1997 - June 1998
Salomon Brothers 1990 - 1997
Drexel Burnham Lambert August 1988 - March 1990
Bankers Trust 1982 - 1984
Skills
IT Audit, Sarbanes-Oxley, Internal Audit, Risk Assessment, Risk Management, IT Risk Management, COBIT, SAS70, Sarbanes-Oxley Act, Internal Controls, CISA, CRISC, Governance, COSO, Enterprise Risk..., Compliance SOX, Information Technology, Auditing, Information Security, Information Security..., Operational Risk..., SSAE 16, PCI DSS, SOX 404, Business Continuity, Financial Risk, CISM, CISSP, Operational Risk
Education
Pace University - Lubin School of Business
BBA, MIS
ISACA 2014 - Present
CohnReznick LLP August 2003 - Present
Lehman Brothers August 2000 - November 2002
Bear Stearns April 1998 - August 2000
CIBC World Markets April 1997 - June 1998
Salomon Brothers 1990 - 1997
Drexel Burnham Lambert August 1988 - March 1990
Bankers Trust 1982 - 1984
Skills
IT Audit, Sarbanes-Oxley, Internal Audit, Risk Assessment, Risk Management, IT Risk Management, COBIT, SAS70, Sarbanes-Oxley Act, Internal Controls, CISA, CRISC, Governance, COSO, Enterprise Risk..., Compliance SOX, Information Technology, Auditing, Information Security, Information Security..., Operational Risk..., SSAE 16, PCI DSS, SOX 404, Business Continuity, Financial Risk, CISM, CISSP, Operational Risk
Education
Pace University - Lubin School of Business
BBA, MIS
Lily Lee's Lehman Brothers Experience July 1996 - July 1997
Job Sr. Manager, WW Revenue Accounting
Industry Computer Software
Experience
Autodesk, Inc. October 2004 - Present
Autodesk, Inc. October 2004 - June 2006
Levi Strauss & Company July 1998 - April 2004
Lehman Brothers July 1996 - July 1997
KPMG July 1994 - July 1996
Skills
Revenue Recognition, People Management, Project Management
Education
Pace University 1990 — 1994
BBA, Public Accounting
Autodesk, Inc. October 2004 - Present
Autodesk, Inc. October 2004 - June 2006
Levi Strauss & Company July 1998 - April 2004
Lehman Brothers July 1996 - July 1997
KPMG July 1994 - July 1996
Skills
Revenue Recognition, People Management, Project Management
Education
Pace University 1990 — 1994
BBA, Public Accounting
Gerard Cicio's Lehman Brothers Experience 1996 - 1996
Job Senior Business Analyst / Testing Analyst at State Street Bank
Industry Capital Markets
Experience
State Street Bank May 2012 - Present
Citi June 2009 - Present
UBS Investment Bank March 2007 - October 2008
FNMA January 2006 - January 2007
Citi August 2004 - November 2005
West LB 2003 - 2004
Bank of Tokyo-Mitsubishi UFJ 2001 - 2003
Goldman Sachs 1998 - 2001
JPMorgan Chase 1996 - 1998
Lehman Brothers 1996 - 1996
Skills
Middle Office, MBS, Back Office, Fixed Income, Derivatives, Analysis, Accounting, Business Analysis, Banking, Business Strategy, Change Management, Documentation, Data Analysis, Financial Analysis, Financial Planning, Financial Reporting, Program Management, Quality Assurance, Project Planning, Project Implementation, Project Coordination, System Design, System Testing, Operations, Functional..., UI testing, Workflow, Strategic Planning, Demos, Regression Testing, Solutions Development, P&L Management, Prime Brokerage, Reference Data, Requirements Gathering, Usability Testing, Solution Development, Portfolio Management, Trading Systems, Equities, Software Documentation, Strategic Financial..., Securities
Education
Pace University - Lubin School of Business 1984 — 1985
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York at Albany
Bachelor of Science (B.S), Mathematics
State Street Bank May 2012 - Present
Citi June 2009 - Present
UBS Investment Bank March 2007 - October 2008
FNMA January 2006 - January 2007
Citi August 2004 - November 2005
West LB 2003 - 2004
Bank of Tokyo-Mitsubishi UFJ 2001 - 2003
Goldman Sachs 1998 - 2001
JPMorgan Chase 1996 - 1998
Lehman Brothers 1996 - 1996
Skills
Middle Office, MBS, Back Office, Fixed Income, Derivatives, Analysis, Accounting, Business Analysis, Banking, Business Strategy, Change Management, Documentation, Data Analysis, Financial Analysis, Financial Planning, Financial Reporting, Program Management, Quality Assurance, Project Planning, Project Implementation, Project Coordination, System Design, System Testing, Operations, Functional..., UI testing, Workflow, Strategic Planning, Demos, Regression Testing, Solutions Development, P&L Management, Prime Brokerage, Reference Data, Requirements Gathering, Usability Testing, Solution Development, Portfolio Management, Trading Systems, Equities, Software Documentation, Strategic Financial..., Securities
Education
Pace University - Lubin School of Business 1984 — 1985
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York at Albany
Bachelor of Science (B.S), Mathematics
Aldo Greyez's Lehman Brothers Experience November 1992 - July 2000
Job Computer Forensics Investigator and EDiscovery Specialist ACE Certified
Industry Information Technology and Services
Experience
Morgan Stanley July 2000 - Present
Lehman Brothers November 1992 - July 2000
Lehman Brothers November 1992 - July 2000
Skills
Computer Forensics, Incident Response, Information Security, Computer Security, Information Security..., Vulnerability Assessment, Application Security, Security Awareness, Network Security, Vulnerability Management, Business Continuity, ISO 27001, Data Security, Security, CISM, IT Audit, Incident Management, Governance, Risk Management, Enterprise Architecture, Information Technology, CISA, IT Strategy, Firewalls, Infrastructure, Disaster Recovery, Active Directory, Cybercrime
Education
Utica College 2011 — 2013
Completed MS in, Cyber Intelligence and Computer Forensics, 4.0
Pace University 1977 — 1983
Bachelor of Arts (B.A.)
Morgan Stanley July 2000 - Present
Lehman Brothers November 1992 - July 2000
Lehman Brothers November 1992 - July 2000
Skills
Computer Forensics, Incident Response, Information Security, Computer Security, Information Security..., Vulnerability Assessment, Application Security, Security Awareness, Network Security, Vulnerability Management, Business Continuity, ISO 27001, Data Security, Security, CISM, IT Audit, Incident Management, Governance, Risk Management, Enterprise Architecture, Information Technology, CISA, IT Strategy, Firewalls, Infrastructure, Disaster Recovery, Active Directory, Cybercrime
Education
Utica College 2011 — 2013
Completed MS in, Cyber Intelligence and Computer Forensics, 4.0
Pace University 1977 — 1983
Bachelor of Arts (B.A.)
Kasey Basdeo's Lehman Brothers Experience 1988 - 1998
Job IT Specialist at TD Securities
Industry Financial Services
Experience
TD Securities May 2010 - Present
BNP PARIBAS June 2007 - May 2010
BNP Paribas, New York June 2007 - May 2010
Electronic Data Systems, New York October 2000 - June 2007
ABN AMRO October 1998 - October 2000
Lehman Brothers 1988 - 1998
Education
Pace University
TD Securities May 2010 - Present
BNP PARIBAS June 2007 - May 2010
BNP Paribas, New York June 2007 - May 2010
Electronic Data Systems, New York October 2000 - June 2007
ABN AMRO October 1998 - October 2000
Lehman Brothers 1988 - 1998
Education
Pace University
Matt Zinetti's Lehman Brothers Experience June 2003 - July 2004
Job Senior Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorganChase August 2004 - Present
Lehman Brothers June 2003 - July 2004
Wasserstein Perella August 2000 - May 2003
Bankers Trust 1997 - 2000
Bankers Trust New York Corporation 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Series 7, 63, & 55..., Middle Office, Credit Derivatives, Equity Derivatives, Investment Banking, Fixed Income, Options, Settlement, Capital Markets, Derivatives, Trading, Bonds, Equities, Bloomberg, AML, Rates, Anti Money Laundering, Risk Management
Education
Pace University 1988 — 2002
Bachelor's degree, Accounting
JPMorgan Chase January 2014 - Present
JPMorganChase August 2004 - Present
Lehman Brothers June 2003 - July 2004
Wasserstein Perella August 2000 - May 2003
Bankers Trust 1997 - 2000
Bankers Trust New York Corporation 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Series 7, 63, & 55..., Middle Office, Credit Derivatives, Equity Derivatives, Investment Banking, Fixed Income, Options, Settlement, Capital Markets, Derivatives, Trading, Bonds, Equities, Bloomberg, AML, Rates, Anti Money Laundering, Risk Management
Education
Pace University 1988 — 2002
Bachelor's degree, Accounting
Janet Bradley's Lehman Brothers Experience February 2001 - September 2008
Job Manager, Telecom Management Services at Cisco Systems
Industry Financial Services
Experience
Cisco Systems August 2012 - Present
Cisco Systems March 2010 - July 2012
Barclays Capital September 2008 - March 2010
Lehman Brothers February 2001 - September 2008
Deutsche Bank June 1999 - February 2001
Bankers Trust 1983 - June 1999
Skills
Consulting, Vendor Management, Outsourcing, Forecasting, Finance, Market Data, Investment Banking, Business Analysis, Program Management, Process Improvement, Integration, Risk Management, Contract Negotiation, Telecommunications, Strategic Sourcing, Budgets, Business Process..., Data Center, Business Process, Cisco Technologies, IT Strategy, Project Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, FINANCE
Pace University 1979 — 1983
BBA, MIS - Management Information Systems
Cisco Systems August 2012 - Present
Cisco Systems March 2010 - July 2012
Barclays Capital September 2008 - March 2010
Lehman Brothers February 2001 - September 2008
Deutsche Bank June 1999 - February 2001
Bankers Trust 1983 - June 1999
Skills
Consulting, Vendor Management, Outsourcing, Forecasting, Finance, Market Data, Investment Banking, Business Analysis, Program Management, Process Improvement, Integration, Risk Management, Contract Negotiation, Telecommunications, Strategic Sourcing, Budgets, Business Process..., Data Center, Business Process, Cisco Technologies, IT Strategy, Project Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, FINANCE
Pace University 1979 — 1983
BBA, MIS - Management Information Systems
Iyndia Bey's Lehman Brothers Experience June 2005 - Present
Job VP at Lehman Brothers
Industry Accounting
Experience
Lehman Brothers June 2005 - Present
Viacom, Inc. - NY 1999 - 2005
Education
Pace University 2004 — 2007
MST, Taxation
University of Pittsburgh 1992 — 1996
B.S., Business and Accounting
Lehman Brothers June 2005 - Present
Viacom, Inc. - NY 1999 - 2005
Education
Pace University 2004 — 2007
MST, Taxation
University of Pittsburgh 1992 — 1996
B.S., Business and Accounting
Dmitry Teper's Lehman Brothers Experience September 2006 - 2008
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays May 2015 - Present
Citi January 2013 - May 2015
Home Owner 2010 - 2015
Home Owner 2010 - 2015
Barclays Capital February 2011 - December 2012
Barclays Capital September 2008 - February 2011
Lehman Brothers September 2006 - 2008
Deutsche Bank 2004 - 2006
Skills
Investment Banking, Equities, Capital Markets, Vendor Management, Financial Analysis, Corporate Finance, Fixed Income, Derivatives, Finance, Bloomberg, Business Analysis
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Barclays May 2015 - Present
Citi January 2013 - May 2015
Home Owner 2010 - 2015
Home Owner 2010 - 2015
Barclays Capital February 2011 - December 2012
Barclays Capital September 2008 - February 2011
Lehman Brothers September 2006 - 2008
Deutsche Bank 2004 - 2006
Skills
Investment Banking, Equities, Capital Markets, Vendor Management, Financial Analysis, Corporate Finance, Fixed Income, Derivatives, Finance, Bloomberg, Business Analysis
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Alec Konkola's Lehman Brothers Experience December 1998 - September 2004
Job Assistant Vice President
Industry Financial Services
Experience
Barclays Capital October 2009 - Present
Bear Stearns September 2004 - October 2008
Lehman Brothers December 1998 - September 2004
MCI International July 1995 - December 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Derivatives, Equities, Finance, Financial Modeling, Investment Banking, Tax Accounting, Valuation, Commodity Risk..., Financial Analysis, Fixed Income
Education
Pace University - Lubin School of Business
BBA, Finance
Barclays Capital October 2009 - Present
Bear Stearns September 2004 - October 2008
Lehman Brothers December 1998 - September 2004
MCI International July 1995 - December 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Derivatives, Equities, Finance, Financial Modeling, Investment Banking, Tax Accounting, Valuation, Commodity Risk..., Financial Analysis, Fixed Income
Education
Pace University - Lubin School of Business
BBA, Finance
James Scalfaro's Lehman Brothers Experience 1997 - 2000
Job Assistant Treasurer | Foreign Exchange | Corporate Finance | Derivatives | Investments | Leasing | Capex
Industry Packaging and Containers
Experience
Sealed Air Corporation 2008 - Present
Sealed Air Corporation 2000 - 2008
Lehman Brothers 1997 - 2000
RJR Nabisco, Inc. 1990 - 1997
Bank of Montreal 1980 - 1990
Skills
Corporate Finance, Foreign Exchange, Capital Markets, Interest Rate Risk..., Investments, Financial Modeling, Risk Management, Counterparty Risk..., Derivatives, Treasury Management, Liquidity, Mergers & Acquisitions, Capex Management, Investment Banking, Currency, Finance, Treasury, Portfolio Management, Cash Flow Forecasting, Cash Management, Banking, Hedging, Bonds, Financial Reporting, FX Options, Debt, Funding, Sarbanes-Oxley Act, Loans, Internal Controls, Equities, Capex, Managerial Finance, Restructuring, Valuation, ALM, Cash Flow, Structured Finance, Securitization, Accounts Receivable, Mutual Funds, Strategic Financial..., Mergers, FX Hedging, Working Capital..., Private Equity, Investor Relations, IPO, Cash, Liquidity Management
Education
Pace University - Lubin School of Business 1979 — 1982
MBA
St. Francis College 1974 — 1978
BS
Sealed Air Corporation 2008 - Present
Sealed Air Corporation 2000 - 2008
Lehman Brothers 1997 - 2000
RJR Nabisco, Inc. 1990 - 1997
Bank of Montreal 1980 - 1990
Skills
Corporate Finance, Foreign Exchange, Capital Markets, Interest Rate Risk..., Investments, Financial Modeling, Risk Management, Counterparty Risk..., Derivatives, Treasury Management, Liquidity, Mergers & Acquisitions, Capex Management, Investment Banking, Currency, Finance, Treasury, Portfolio Management, Cash Flow Forecasting, Cash Management, Banking, Hedging, Bonds, Financial Reporting, FX Options, Debt, Funding, Sarbanes-Oxley Act, Loans, Internal Controls, Equities, Capex, Managerial Finance, Restructuring, Valuation, ALM, Cash Flow, Structured Finance, Securitization, Accounts Receivable, Mutual Funds, Strategic Financial..., Mergers, FX Hedging, Working Capital..., Private Equity, Investor Relations, IPO, Cash, Liquidity Management
Education
Pace University - Lubin School of Business 1979 — 1982
MBA
St. Francis College 1974 — 1978
BS
Anmarie Olson's Lehman Brothers Experience April 2007 - August 2008
Job IT Finance at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. December 2011 - Present
Resources Global Professionals September 2010 - December 2011
Morgan Clarke Enterprises February 2009 - August 2010
Michael Page September 2008 - November 2008
Lehman Brothers April 2007 - August 2008
Lehman Brothers January 2006 - April 2007
Lehman Brothers July 2004 - December 2005
American Express March 1998 - June 2004
KPMG October 1996 - March 1998
INTERPUBLIC GROUP OF COMPANIES March 1996 - October 1996
Skills
Financial Analysis, Financial Reporting, Corporate Finance
Education
Pace University - Lubin School of Business 1988 — 1992
Marsh & McLennan Companies, Inc. December 2011 - Present
Resources Global Professionals September 2010 - December 2011
Morgan Clarke Enterprises February 2009 - August 2010
Michael Page September 2008 - November 2008
Lehman Brothers April 2007 - August 2008
Lehman Brothers January 2006 - April 2007
Lehman Brothers July 2004 - December 2005
American Express March 1998 - June 2004
KPMG October 1996 - March 1998
INTERPUBLIC GROUP OF COMPANIES March 1996 - October 1996
Skills
Financial Analysis, Financial Reporting, Corporate Finance
Education
Pace University - Lubin School of Business 1988 — 1992
Vidisha Panse's Lehman Brothers Experience June 2006 - June 2008
Job Director, Internal Audit at Daiwa Securities
Industry Financial Services
Experience
Daiwa Capital Markets October 2013 - Present
BNY Mellon April 2012 - September 2013
JPMorgan Chase July 2011 - April 2012
Pershing May 2008 - July 2011
Lehman Brothers June 2006 - June 2008
Skills
IT Audit, Auditing, CISA, Capital Markets, Equities, Internal Audit, Series 7, Series 63, Operational Risk..., Sarbanes-Oxley Act
Education
Pace University 2005 — 2006
Master of Science (M.S.)
Daiwa Capital Markets October 2013 - Present
BNY Mellon April 2012 - September 2013
JPMorgan Chase July 2011 - April 2012
Pershing May 2008 - July 2011
Lehman Brothers June 2006 - June 2008
Skills
IT Audit, Auditing, CISA, Capital Markets, Equities, Internal Audit, Series 7, Series 63, Operational Risk..., Sarbanes-Oxley Act
Education
Pace University 2005 — 2006
Master of Science (M.S.)
Dijanira McClosky's Lehman Brothers Experience 1998 - 2002
Job Director Health, Welfare & Wellness Programs at The Guardian Life Insurance Company of America
Industry Consumer Goods
Experience
The Guardian Life Insurance Company of America June 2012 - Present
Avon January 2008 - June 2012
Marsh & McLennan Companies, Inc. 2002 - 2008
Lehman Brothers 1998 - 2002
Education
Pace University - Lubin School of Business
MBA
The Guardian Life Insurance Company of America June 2012 - Present
Avon January 2008 - June 2012
Marsh & McLennan Companies, Inc. 2002 - 2008
Lehman Brothers 1998 - 2002
Education
Pace University - Lubin School of Business
MBA
Gerry Curry's Lehman Brothers Experience 1984 - 1996
Job Director Enterprise Independent Testing, Global Markets Surveillance, at Merrill Lynch Pierce Fenner & Smith
Industry Investment Banking
Experience
Merrill Lynch Pierce Fenner & Smith July 2004 - Present
Wachovia Securities February 1998 - July 2004
Daiwa Securities February 1997 - January 1998
Lehman Brothers 1984 - 1996
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Derivatives, Equities, Financial Services, Risk Management, Hedge Funds, Securities
Education
Pace University - Lubin School of Business
Merrill Lynch Pierce Fenner & Smith July 2004 - Present
Wachovia Securities February 1998 - July 2004
Daiwa Securities February 1997 - January 1998
Lehman Brothers 1984 - 1996
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Derivatives, Equities, Financial Services, Risk Management, Hedge Funds, Securities
Education
Pace University - Lubin School of Business
Sabina Isak's Lehman Brothers Experience April 1999 - September 2008
Job
Industry Financial Services
Experience
Barclays June 2013 - Present
Barclays Capital September 2008 - Present
Lehman Brothers April 1999 - September 2008
Bankers Trust/Deutsche Bank September 1997 - April 1999
AIG June 1996 - June 1997
Hewlet Packard June 1995 - June 1996
Skills
Back Office, Banking, Business Analysis, Derivatives, Corporate Actions, Equity Trading, Financial Risk, Financial Markets, Java Enterprise Edition, Options, Prime Brokerage, Quality Assurance, Requirements Analysis, Risk Management, SDLC, Securities, Team Management, Trading, Trading Systems, Vendor Management, Weblogic
Education
Pace University 1999 — 2001
MS, Information Systems
Pace University
BS, Computer Science
University of the West of England
HND, Computing
Barclays June 2013 - Present
Barclays Capital September 2008 - Present
Lehman Brothers April 1999 - September 2008
Bankers Trust/Deutsche Bank September 1997 - April 1999
AIG June 1996 - June 1997
Hewlet Packard June 1995 - June 1996
Skills
Back Office, Banking, Business Analysis, Derivatives, Corporate Actions, Equity Trading, Financial Risk, Financial Markets, Java Enterprise Edition, Options, Prime Brokerage, Quality Assurance, Requirements Analysis, Risk Management, SDLC, Securities, Team Management, Trading, Trading Systems, Vendor Management, Weblogic
Education
Pace University 1999 — 2001
MS, Information Systems
Pace University
BS, Computer Science
University of the West of England
HND, Computing
Arthur Pasternak CFP,CRPC's Lehman Brothers Experience November 1989 - October 1994
Job Certified Financial Planner
Industry Financial Services
Experience
Merrill Lynch March 1995 - Present
Bear Stearns October 1994 - March 1995
Lehman Brothers November 1989 - October 1994
Oppenheimer & Co. January 1988 - November 1989
Skills
Financial Planning, Disability Insurance, Long Term Care, Investment Advisory, Investments, Retirement Planning, Wealth Management, Asset Management, Mutual Funds, Retirement, Strategic Financial..., Brokerage, Strategy, Series 7, Fixed Annuities, Employee Benefits, Estate Planning, Finance, Alternative Investments, Portfolio Management, Long-term Care, 401k, Financial Services, Mortgage Lending, Underwriting, Securities, Series 63, Residential Mortgages, Small Business, FINRA, Life Insurance, Equities, Fixed Income
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General
Syracuse University
Bachelor of Science (BS), Communication and Media Studies
Merrill Lynch March 1995 - Present
Bear Stearns October 1994 - March 1995
Lehman Brothers November 1989 - October 1994
Oppenheimer & Co. January 1988 - November 1989
Skills
Financial Planning, Disability Insurance, Long Term Care, Investment Advisory, Investments, Retirement Planning, Wealth Management, Asset Management, Mutual Funds, Retirement, Strategic Financial..., Brokerage, Strategy, Series 7, Fixed Annuities, Employee Benefits, Estate Planning, Finance, Alternative Investments, Portfolio Management, Long-term Care, 401k, Financial Services, Mortgage Lending, Underwriting, Securities, Series 63, Residential Mortgages, Small Business, FINRA, Life Insurance, Equities, Fixed Income
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General
Syracuse University
Bachelor of Science (BS), Communication and Media Studies
Fred Madonna's Lehman Brothers Experience May 1995 - June 2007
Job Halcyon Capital Group, LLC
Industry Banking
Experience
Halcyon Capital Group, LLC April 2013 - Present
Citi July 2008 - April 2013
Halcyon Capital Group, LLC July 2007 - June 2008
Lehman Brothers May 1995 - June 2007
RBS Greenwich Capital September 1989 - May 1995
Moody's June 1987 - September 1989
Credit Suisse First Boston February 1985 - July 1988
Skills
Capital Markets, Financial Structuring, Securitization, Commercial Banking, Structured Finance, Finance, Financial Services, Banking, Derivatives, Investment Banking, Financial Markets, Alternative Investments, Fixed Income, Credit, Loans, Portfolio Management, Loan Origination, Corporate Finance, Financial Risk, Private Equity, Due Diligence, Securities, Mergers & Acquisitions, Residential Mortgages, Underwriting, Restructuring, ABS, Mortgage Banking, Loan Servicing, Relationship Management, Structured Products, Valuation, Credit Risk, Mortgage Lending, Bonds
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Halcyon Capital Group, LLC April 2013 - Present
Citi July 2008 - April 2013
Halcyon Capital Group, LLC July 2007 - June 2008
Lehman Brothers May 1995 - June 2007
RBS Greenwich Capital September 1989 - May 1995
Moody's June 1987 - September 1989
Credit Suisse First Boston February 1985 - July 1988
Skills
Capital Markets, Financial Structuring, Securitization, Commercial Banking, Structured Finance, Finance, Financial Services, Banking, Derivatives, Investment Banking, Financial Markets, Alternative Investments, Fixed Income, Credit, Loans, Portfolio Management, Loan Origination, Corporate Finance, Financial Risk, Private Equity, Due Diligence, Securities, Mergers & Acquisitions, Residential Mortgages, Underwriting, Restructuring, ABS, Mortgage Banking, Loan Servicing, Relationship Management, Structured Products, Valuation, Credit Risk, Mortgage Lending, Bonds
Education
Pace University - Lubin School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Danielle Munt's Lehman Brothers Experience July 1996 - September 2008
Job Vice President at Barclays Capital
Industry Events Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 1996 - September 2008
Skills
Corporate Events, Sponsorship, Event Planning, Leadership, Management
Education
The Berkeley School (Westchester) 1986 — 1988
Marketing & Management
Pace University
Business
Barclays Capital September 2008 - Present
Lehman Brothers July 1996 - September 2008
Skills
Corporate Events, Sponsorship, Event Planning, Leadership, Management
Education
The Berkeley School (Westchester) 1986 — 1988
Marketing & Management
Pace University
Business
Cheuk Chiu's Lehman Brothers Experience 1994 - 1995
Job Director, COO of Global Issuer Services
Industry Financial Services
Experience
Citi October 2013 - Present
Citi June 2004 - September 2013
Deutsche Bank June 2002 - July 2004
Merrill Lynch July 1999 - June 2002
JPMorgan 1997 - 1999
Lehman Brothers 1994 - 1995
Skills
Financial Markets, Fixed Income, Commercial Banking, Financial Services, Strategic Planning, Banking, Capital Markets, Structured Finance, Derivatives, Financial Analysis, Financial Risk, Mutual Funds, Financial Modeling, Business Analysis
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Citi October 2013 - Present
Citi June 2004 - September 2013
Deutsche Bank June 2002 - July 2004
Merrill Lynch July 1999 - June 2002
JPMorgan 1997 - 1999
Lehman Brothers 1994 - 1995
Skills
Financial Markets, Fixed Income, Commercial Banking, Financial Services, Strategic Planning, Banking, Capital Markets, Structured Finance, Derivatives, Financial Analysis, Financial Risk, Mutual Funds, Financial Modeling, Business Analysis
Education
Pace University - Lubin School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Aparna Vasudevan's Lehman Brothers Experience June 2007 - August 2008
Job Audit Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments May 2010 - December 2012
Marsh & McLennan 2008 - April 2010
Lehman Brothers June 2007 - August 2008
Pace University August 2006 - May 2007
Southern Petrochemical Industries Limited April 2004 - June 2006
Skills
CISA (Passed Exam -..., Management, Fixed Income, Auditing, CISA, Analysis, Information Technology, IT Audit, Financial Reporting, Corporate Finance, Internal Controls, Financial Modeling, IBM iSeries, Access, Risk Assessment, Sarbanes-Oxley Act, Risk Management, Enterprise Risk..., Internal Audit, Financial Risk
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Information Systems
University of Madras 2000 — 2004
B.E., Computer Science
Fidelity Investments December 2012 - Present
Fidelity Investments May 2010 - December 2012
Marsh & McLennan 2008 - April 2010
Lehman Brothers June 2007 - August 2008
Pace University August 2006 - May 2007
Southern Petrochemical Industries Limited April 2004 - June 2006
Skills
CISA (Passed Exam -..., Management, Fixed Income, Auditing, CISA, Analysis, Information Technology, IT Audit, Financial Reporting, Corporate Finance, Internal Controls, Financial Modeling, IBM iSeries, Access, Risk Assessment, Sarbanes-Oxley Act, Risk Management, Enterprise Risk..., Internal Audit, Financial Risk
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Information Systems
University of Madras 2000 — 2004
B.E., Computer Science
Peter Vitrano's Lehman Brothers Experience October 1993 - August 1997
Job Vice President, Global Operations Technology, Nomura America Services, LLC
Industry Financial Services
Experience
Nomura America Services, LLC August 1999 - Present
Morgan Stanley August 1997 - August 1999
Lehman Brothers October 1993 - August 1997
Trecom Business Systems June 1992 - October 1993
Morgan Stanley November 1987 - June 1992
Goldman Sachs March 1986 - November 1987
Skills
Equity Trading, Equity Derivatives, Prime Brokerage, Settlement Services, Enterprise Architecture, Application Lifecycle..., IT Outsourcing, Back Office, Equities, Trading Systems, Trading, Bonds, Derivatives, Options, SDLC, Strategy, Sybase, Capital Markets, Fixed Income, Investment Banking
Education
Pace University 1981 — 1986
Bachelor of Business Administration (BBA), Management Information Systems, General
Nomura America Services, LLC August 1999 - Present
Morgan Stanley August 1997 - August 1999
Lehman Brothers October 1993 - August 1997
Trecom Business Systems June 1992 - October 1993
Morgan Stanley November 1987 - June 1992
Goldman Sachs March 1986 - November 1987
Skills
Equity Trading, Equity Derivatives, Prime Brokerage, Settlement Services, Enterprise Architecture, Application Lifecycle..., IT Outsourcing, Back Office, Equities, Trading Systems, Trading, Bonds, Derivatives, Options, SDLC, Strategy, Sybase, Capital Markets, Fixed Income, Investment Banking
Education
Pace University 1981 — 1986
Bachelor of Business Administration (BBA), Management Information Systems, General
David Martocci's Lehman Brothers Experience June 1995 - March 1997
Job Global Head of Agency Lending at Citi
Industry Financial Services
Experience
Citi September 2012 - Present
Citibank July 2010 - Present
Garden State Medical Supply August 2007 - July 2010
Diane Turton, Realtors 2006 - 2009
Dresdner Kleinwort March 2002 - June 2005
Deutsche Bank March 1997 - March 2002
Lehman Brothers June 1995 - March 1997
J.P. Morgan June 1984 - June 1995
Education
Pace University - Lubin School of Business 1980 — 1984
Citi September 2012 - Present
Citibank July 2010 - Present
Garden State Medical Supply August 2007 - July 2010
Diane Turton, Realtors 2006 - 2009
Dresdner Kleinwort March 2002 - June 2005
Deutsche Bank March 1997 - March 2002
Lehman Brothers June 1995 - March 1997
J.P. Morgan June 1984 - June 1995
Education
Pace University - Lubin School of Business 1980 — 1984
Bruce Aiello's Lehman Brothers Experience 1996 - 2007
Job Financial Planning & Analysis at Bunge Limited
Industry Financial Services
Experience
Bunge Global Agribusiness 2008 - Present
Lehman Brothers 1996 - 2007
KPMG Peat Marwick 1988 - 1996
Education
Pace University
MBA, Finance and Accounting
University at Albany, SUNY
BS, Business Administration
Bunge Global Agribusiness 2008 - Present
Lehman Brothers 1996 - 2007
KPMG Peat Marwick 1988 - 1996
Education
Pace University
MBA, Finance and Accounting
University at Albany, SUNY
BS, Business Administration
Robert Fuentes's Lehman Brothers Experience January 1995 - February 1996
Job Risk and Control Technology
Industry Financial Services
Experience
Goldman Sachs April 2011 - Present
Dresdner Kleinwort April 2002 - May 2011
Deutsche Bank March 1996 - March 2002
Lehman Brothers January 1995 - February 1996
J.P. Morgan May 1992 - January 1995
MetLife June 1989 - May 1992
Skills
IT Strategy, Financial Services, Vendor Management, Risk Management, Governance, Integration, Credit Derivatives, SDLC, Business Continuity, Trading Systems, Enterprise Risk..., Project Delivery, Business Analysis, Market Data, ITIL, Back Office, Information Technology, IT Audit, Disaster Recovery, Derivatives, Electronic Trading, Financial Risk, Securities Lending, Investment Banking
Education
Pace University 1985 — 1989
BBA, Management Information Systems
Goldman Sachs April 2011 - Present
Dresdner Kleinwort April 2002 - May 2011
Deutsche Bank March 1996 - March 2002
Lehman Brothers January 1995 - February 1996
J.P. Morgan May 1992 - January 1995
MetLife June 1989 - May 1992
Skills
IT Strategy, Financial Services, Vendor Management, Risk Management, Governance, Integration, Credit Derivatives, SDLC, Business Continuity, Trading Systems, Enterprise Risk..., Project Delivery, Business Analysis, Market Data, ITIL, Back Office, Information Technology, IT Audit, Disaster Recovery, Derivatives, Electronic Trading, Financial Risk, Securities Lending, Investment Banking
Education
Pace University 1985 — 1989
BBA, Management Information Systems
Steven M. Jones's Lehman Brothers Experience June 1992 - May 1995
Job Owner & Principal at Greenwich Home Construction & Remodeling Inc.
Industry Construction
Experience
Greenwich Home Construction & Remodeling Inc. January 2011 - Present
The Federal Reserve Bank of Boston December 2009 - January 2011
Countrywide Securities Corporation August 1999 - November 2007
Dresdner Kleinwort May 1995 - August 1999
Lehman Brothers June 1992 - May 1995
Salomon Brothers November 1989 - June 1992
Skills
Securities, Capital Markets, Risk Management, Fixed Income, Financial Analysis, Financial Modeling, Credit, Risk, Real Estate, Investments, Financial Management, Excel, Derivatives, Bloomberg, Executive Management, Negotiation, Word, Mentoring, Forecasting, Due Diligence, Product Development, Team Building, Business Strategy, Banking, Finance, Financial Risk, Hedge Funds, Managerial Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1988 — 1989
MBA, Finance
State University of New York College at Geneseo 1984 — 1988
BS, Management Science
Greenwich Home Construction & Remodeling Inc. January 2011 - Present
The Federal Reserve Bank of Boston December 2009 - January 2011
Countrywide Securities Corporation August 1999 - November 2007
Dresdner Kleinwort May 1995 - August 1999
Lehman Brothers June 1992 - May 1995
Salomon Brothers November 1989 - June 1992
Skills
Securities, Capital Markets, Risk Management, Fixed Income, Financial Analysis, Financial Modeling, Credit, Risk, Real Estate, Investments, Financial Management, Excel, Derivatives, Bloomberg, Executive Management, Negotiation, Word, Mentoring, Forecasting, Due Diligence, Product Development, Team Building, Business Strategy, Banking, Finance, Financial Risk, Hedge Funds, Managerial Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1988 — 1989
MBA, Finance
State University of New York College at Geneseo 1984 — 1988
BS, Management Science
Eric Hemmert's Lehman Brothers Experience July 1993 - March 1994
Job Internal Audit
Industry Banking
Experience
Goldman Sachs August 2015 - Present
RGP June 2014 - July 2015
Goldman Sachs November 2011 - December 2012
Avestus Capital Partners March 2007 - November 2011
Deutsche Asset Management January 2004 - March 2007
Goldman Sachs 1994 - 2003
Lehman Brothers July 1993 - March 1994
Merrill Lynch March 1990 - July 1993
Skills
Asset Management, Asset Managment, Corporate Finance, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investment Banking, Investments, Private Equity, Valuation, Alternative Investments, Financial Analysis, Emerging Markets
Education
Pace University 1987 — 1991
Pace University - Lubin School of Business 1987 — 1991
Goldman Sachs August 2015 - Present
RGP June 2014 - July 2015
Goldman Sachs November 2011 - December 2012
Avestus Capital Partners March 2007 - November 2011
Deutsche Asset Management January 2004 - March 2007
Goldman Sachs 1994 - 2003
Lehman Brothers July 1993 - March 1994
Merrill Lynch March 1990 - July 1993
Skills
Asset Management, Asset Managment, Corporate Finance, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investment Banking, Investments, Private Equity, Valuation, Alternative Investments, Financial Analysis, Emerging Markets
Education
Pace University 1987 — 1991
Pace University - Lubin School of Business 1987 — 1991
Mary Ann Wood's Lehman Brothers Experience April 1997 - January 2006
Job Executive Assistant at Morgan Stanley
Industry Information Technology and Services
Experience
Wood Family November 2002 - Present
Morgan Stanley January 2006 - July 2013
Lehman Brothers April 1997 - January 2006
Skills
Change Management, Financial Services, Program Management, Risk Management, Project Management
Education
Pace University 1997 — 1999
Liberal Arts
Wood Family November 2002 - Present
Morgan Stanley January 2006 - July 2013
Lehman Brothers April 1997 - January 2006
Skills
Change Management, Financial Services, Program Management, Risk Management, Project Management
Education
Pace University 1997 — 1999
Liberal Arts
Rose Herschman's Lehman Brothers Experience June 1988 - July 1989
Job Independent Information Services Professional
Industry Information Technology and Services
Experience
Conte Service Corp May 1994 - Present
Barclays Capital September 1998 - May 2001
Credit Suisse First Boston 1994 - 1998
Salomon Inc. June 1989 - November 1993
Salomon Brothers 1989 - 1993
Lehman Brothers June 1988 - July 1989
The Ogilvy Group June 1985 - July 1988
Education
Pace University 1982 — 1985
Conte Service Corp May 1994 - Present
Barclays Capital September 1998 - May 2001
Credit Suisse First Boston 1994 - 1998
Salomon Inc. June 1989 - November 1993
Salomon Brothers 1989 - 1993
Lehman Brothers June 1988 - July 1989
The Ogilvy Group June 1985 - July 1988
Education
Pace University 1982 — 1985
Liliya Leventant's Lehman Brothers Experience June 2003 - September 2008
Job VP at Neuberger Berman
Industry Computer Software
Experience
Neuberger Investment Management September 2008 - Present
Lehman Brothers June 2003 - September 2008
Software Forces, LLC September 2001 - June 2003
SetFocus January 2001 - September 2001
Skills
Trading Systems, Fixed Income, Equities, SDLC, Hedge Funds, Prime Brokerage, Financial Services, Capital Markets, Investment Banking, Market Data, Sybase, Electronic Trading, Alternative Investments, Portfolio Management, Investment Management, Asset Managment, Enterprise Architecture, IT Strategy, SQL, Securities, Options, CRM, Salesforce.com
Education
Pace University 1996 — 2000
Neuberger Investment Management September 2008 - Present
Lehman Brothers June 2003 - September 2008
Software Forces, LLC September 2001 - June 2003
SetFocus January 2001 - September 2001
Skills
Trading Systems, Fixed Income, Equities, SDLC, Hedge Funds, Prime Brokerage, Financial Services, Capital Markets, Investment Banking, Market Data, Sybase, Electronic Trading, Alternative Investments, Portfolio Management, Investment Management, Asset Managment, Enterprise Architecture, IT Strategy, SQL, Securities, Options, CRM, Salesforce.com
Education
Pace University 1996 — 2000
Dorian Santana's Lehman Brothers Experience August 2005 - May 2008
Job AVP Fixed Income Sales and Trade Support at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2009 - Present
Lehman Brothers / Barclays Capital June 2008 - October 2008
Lehman Brothers August 2005 - May 2008
Lehman Brothers January 2004 - July 2005
Lehman Brothers June 1999 - January 2004
Skills
FX Options, Fixed Income, Swaps, Trading, Financial Risk, Settlement
Education
Pace University - Lubin School of Business 1994 — 1999
BNP Paribas October 2009 - Present
Lehman Brothers / Barclays Capital June 2008 - October 2008
Lehman Brothers August 2005 - May 2008
Lehman Brothers January 2004 - July 2005
Lehman Brothers June 1999 - January 2004
Skills
FX Options, Fixed Income, Swaps, Trading, Financial Risk, Settlement
Education
Pace University - Lubin School of Business 1994 — 1999
Marc Simkin's Lehman Brothers Experience March 1998 - July 1998
Job Product System Developer at Barnes & Noble
Industry Information Technology and Services
Experience
Barnes & Noble April 2014 - Present
Digitas February 2012 - April 2014
FocusVision Worldwide June 2011 - January 2012
FocusVision April 2011 - May 2011
TV Guide March 2007 - March 2011
i-Deal LLC 2006 - 2008
NorthPoint Solutions March 2005 - November 2006
Merrill Lynch June 2003 - December 2004
Cap Gemini Ernst & Young July 1998 - April 2001
Lehman Brothers March 1998 - July 1998
Skills
.NET, Microsoft SQL Server, C#, ASP.NET, JavaScript, Agile Methodologies, XML, AJAX, jQuery, Web Services, Scrum, Web Applications, Software Development
Education
Pace University 1987 — 1990
Master of Science (MS), Information Technology
University of Hartford 1984 — 1986
BSBA, Accounting, Computer Science
Barnes & Noble April 2014 - Present
Digitas February 2012 - April 2014
FocusVision Worldwide June 2011 - January 2012
FocusVision April 2011 - May 2011
TV Guide March 2007 - March 2011
i-Deal LLC 2006 - 2008
NorthPoint Solutions March 2005 - November 2006
Merrill Lynch June 2003 - December 2004
Cap Gemini Ernst & Young July 1998 - April 2001
Lehman Brothers March 1998 - July 1998
Skills
.NET, Microsoft SQL Server, C#, ASP.NET, JavaScript, Agile Methodologies, XML, AJAX, jQuery, Web Services, Scrum, Web Applications, Software Development
Education
Pace University 1987 — 1990
Master of Science (MS), Information Technology
University of Hartford 1984 — 1986
BSBA, Accounting, Computer Science
Alvin Kuang's Lehman Brothers Experience 2005 - 2008
Job Senior Engineer at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman April 2010 - Present
Barclays Capital September 2008 - April 2010
Lehman Brothers 2005 - 2008
American International Group 2004 - 2005
JPMorgan Chase 2000 - 2004
Skills
Disaster Recovery, Active Directory, Data Center, Enterprise Architecture, IT Strategy, Integration, Infrastructure
Education
Pace University 2000 — 2002
MS, Computer Science
College of Staten Island 1993 — 1997
BS, Math
Neuberger Berman April 2010 - Present
Barclays Capital September 2008 - April 2010
Lehman Brothers 2005 - 2008
American International Group 2004 - 2005
JPMorgan Chase 2000 - 2004
Skills
Disaster Recovery, Active Directory, Data Center, Enterprise Architecture, IT Strategy, Integration, Infrastructure
Education
Pace University 2000 — 2002
MS, Computer Science
College of Staten Island 1993 — 1997
BS, Math
Scott Beinhacker's Lehman Brothers Experience February 2000 - April 2001
Job Managing Director at Syncora Guarantee Inc.
Industry Financial Services
Experience
Syncora Guarantee Inc. (f/k/a XL Capital Assurance) April 2001 - Present
Lehman Brothers February 2000 - April 2001
MBIA September 1993 - February 2000
Education
Pace University 1996 — 1998
Master of Business Administration (MBA), Financial Management
Pace University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Syncora Guarantee Inc. (f/k/a XL Capital Assurance) April 2001 - Present
Lehman Brothers February 2000 - April 2001
MBIA September 1993 - February 2000
Education
Pace University 1996 — 1998
Master of Business Administration (MBA), Financial Management
Pace University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Dennis M. McNamara's Lehman Brothers Experience 1971 - 1973
Job CFO at CrossFit Somers X
Industry Investment Management
Experience
CrossFit-Somers-X 2011 - Present
FREDEN Development Co. 2006 - 2010
Brink's, Incorporated 1984 - 2005
Brink's, Incorporated 1982 - 1984
ARA Food Services, Inc. 1980 - 1981
RCA Corporation 1974 - 1980
Hertz Truck Division (Subs. of RCA Corp.) 1973 - 1974
Lehman Brothers 1971 - 1973
RCA Corporation 1965 - 1971
Chase Manhattan Bank 1960 - 1965
Skills
Risk Management, Sarbanes-Oxley Act, Financial Reporting, Hyperion Enterprise, PeopleSoft, Internal Controls, Treasury Management, Strategic Financial..., Control Systems Design, Financial Analysis, Process Improvement, Business Process..., Managerial Finance, Mergers & Acquisitions, Income Statement, Management, Project Planning, Variance Analysis, Microsoft Excel, Financial Accounting, Strategic Planning, Cash Management, Accounting, Analysis, Change Management, Budgets, Sarbanes-Oxley, Cross-functional Team..., Internal Audit, Corporate Governance, Executive Management, Leadership, Forecasting, Business Strategy, Logistics, Auditing, Business Planning, Management Consulting, Operations Management, Finance, Year-end Close, Vendor Management, Team Building, Program Management, Financial Modeling, Strategy, Contract Negotiation, Business Analysis, Transportation, IFRS
Education
Pace University - Lubin School of Business
BBA, Accounting & EDP
CrossFit-Somers-X 2011 - Present
FREDEN Development Co. 2006 - 2010
Brink's, Incorporated 1984 - 2005
Brink's, Incorporated 1982 - 1984
ARA Food Services, Inc. 1980 - 1981
RCA Corporation 1974 - 1980
Hertz Truck Division (Subs. of RCA Corp.) 1973 - 1974
Lehman Brothers 1971 - 1973
RCA Corporation 1965 - 1971
Chase Manhattan Bank 1960 - 1965
Skills
Risk Management, Sarbanes-Oxley Act, Financial Reporting, Hyperion Enterprise, PeopleSoft, Internal Controls, Treasury Management, Strategic Financial..., Control Systems Design, Financial Analysis, Process Improvement, Business Process..., Managerial Finance, Mergers & Acquisitions, Income Statement, Management, Project Planning, Variance Analysis, Microsoft Excel, Financial Accounting, Strategic Planning, Cash Management, Accounting, Analysis, Change Management, Budgets, Sarbanes-Oxley, Cross-functional Team..., Internal Audit, Corporate Governance, Executive Management, Leadership, Forecasting, Business Strategy, Logistics, Auditing, Business Planning, Management Consulting, Operations Management, Finance, Year-end Close, Vendor Management, Team Building, Program Management, Financial Modeling, Strategy, Contract Negotiation, Business Analysis, Transportation, IFRS
Education
Pace University - Lubin School of Business
BBA, Accounting & EDP
Bill Funke's Lehman Brothers Experience 2003 - 2008
Job Vice President, U.S. Equity Research Product Management at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
James Kern's Lehman Brothers Experience 1979 - 2003
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2009 - Present
Barclays Capital March 2009 - December 2009
Morgan Stanley September 2003 - March 2009
Lehman Brothers 1979 - 2003
Education
Pace University
MS, Information Systems
Morgan Stanley Smith Barney December 2009 - Present
Barclays Capital March 2009 - December 2009
Morgan Stanley September 2003 - March 2009
Lehman Brothers 1979 - 2003
Education
Pace University
MS, Information Systems
Bill Isenberg's Lehman Brothers Experience July 2008 - October 2008
Job Senior Vice President Sales at First Southwest Company
Industry Financial Services
Experience
First Southwest Company April 2014 - Present
Barclays Capital October 2008 - January 2014
Lehman Brothers July 2008 - October 2008
UBS Investment Bank May 2002 - June 2008
CIBC World Markets April 1998 - April 2002
Citigroup 1990 - 1998
Chemical Bank May 1986 - March 1990
Skills
Trading, Bonds, Series 7, Securities, Fixed Income, Series 63, Municipalities, Capital Markets, Investment Banking, Bloomberg, Derivatives, FINRA, Municipal Bonds, Municipal Sales, Trading Systems, Financial Markets, Portfolio Management, Hedge Funds, Structured Finance, Valuation, Financial Structuring, Options, Asset Management
Education
Pace University 1982 — 1986
Bus. Mgnt.
First Southwest Company April 2014 - Present
Barclays Capital October 2008 - January 2014
Lehman Brothers July 2008 - October 2008
UBS Investment Bank May 2002 - June 2008
CIBC World Markets April 1998 - April 2002
Citigroup 1990 - 1998
Chemical Bank May 1986 - March 1990
Skills
Trading, Bonds, Series 7, Securities, Fixed Income, Series 63, Municipalities, Capital Markets, Investment Banking, Bloomberg, Derivatives, FINRA, Municipal Bonds, Municipal Sales, Trading Systems, Financial Markets, Portfolio Management, Hedge Funds, Structured Finance, Valuation, Financial Structuring, Options, Asset Management
Education
Pace University 1982 — 1986
Bus. Mgnt.
Dmitriy Smolyar's Lehman Brothers Experience July 2006 - September 2008
Job Risk Management Barclays Capital
Industry Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 2006 - September 2008
Merrill Lynch 2005 - 2006
JPMorgan Chase 2004 - 2005
Education
Pace University 1993 — 1997
BBA, Business Management
Barclays Capital September 2008 - Present
Lehman Brothers July 2006 - September 2008
Merrill Lynch 2005 - 2006
JPMorgan Chase 2004 - 2005
Education
Pace University 1993 — 1997
BBA, Business Management
Jayesh Gad's Lehman Brothers Experience June 2007 - September 2008
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital December 2011 - Present
Barclays Capital September 2008 - December 2011
Lehman Brothers June 2007 - September 2008
Pace University January 2007 - June 2007
Bharat Petroleum June 2004 - August 2006
Skills
CISA, Enterprise Risk..., Auditing, Risk Management, IT Audit, Business Continuity, Sarbanes-Oxley Act, SDLC, Information Security, Financial Risk, Internal Audit
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Information Systems
Sardar Patel College of Engineering 2000 — 2004
Bachelor of Engineering, Computers
Bhavans College 1998 — 2000
Science
MBA in Information Systems
Barclays Capital December 2011 - Present
Barclays Capital September 2008 - December 2011
Lehman Brothers June 2007 - September 2008
Pace University January 2007 - June 2007
Bharat Petroleum June 2004 - August 2006
Skills
CISA, Enterprise Risk..., Auditing, Risk Management, IT Audit, Business Continuity, Sarbanes-Oxley Act, SDLC, Information Security, Financial Risk, Internal Audit
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Information Systems
Sardar Patel College of Engineering 2000 — 2004
Bachelor of Engineering, Computers
Bhavans College 1998 — 2000
Science
MBA in Information Systems
Francois Chu-Fong's Lehman Brothers Experience January 1998 - December 2012
Job Consultant at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank April 2013 - Present
Barclays Investment Bank April 2013 - Present
Lehman Brothers January 1998 - December 2012
Société Generale Bank & Trust SA June 1996 - December 1997
CHU FEE CORP d November 1995 - July 1997
Sakura Bank LTD October 1989 - June 1996
Barclays Bank PLC November 1979 - November 1989
Skills
Trading, Fixed Income, FX, Front Office, Prime Brokerage, Middle Office, Front to Back Office, Currency, FX Options, Investment Banking, Back Office, Securities, Foreign Exchange, Liquidity Management, Credit Derivatives, Options, Swaps, Treasury, Capital Markets
Education
Pace University 1982 — 1985
AAS, Finance
Barclays Investment Bank April 2013 - Present
Barclays Investment Bank April 2013 - Present
Lehman Brothers January 1998 - December 2012
Société Generale Bank & Trust SA June 1996 - December 1997
CHU FEE CORP d November 1995 - July 1997
Sakura Bank LTD October 1989 - June 1996
Barclays Bank PLC November 1979 - November 1989
Skills
Trading, Fixed Income, FX, Front Office, Prime Brokerage, Middle Office, Front to Back Office, Currency, FX Options, Investment Banking, Back Office, Securities, Foreign Exchange, Liquidity Management, Credit Derivatives, Options, Swaps, Treasury, Capital Markets
Education
Pace University 1982 — 1985
AAS, Finance
Ana Tzanos's Lehman Brothers Experience 2005 - 2008
Job Elementary Substitute Teach at DGK Parochial School, Bklyn, NY
Industry Education Management
Experience
DGK Holy Cross Parochial School January 2015 - Present
Morgan, Lewis & Bockius LLP April 2008 - Present
Morgan Lewis & Bockius 2008 - Present
Lehman Brothers 2005 - 2008
Neuberger Berman / Marketing 2000 - 2008
Neuberger Berman 2000 - 2007
Sullivan & Cromwell LLP 1997 - 1998
Skills
Elementary Teaching, SmartBoard, Knowledge of IEP Forms, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Illustrator, Photoshop, Visio, Technology, HTML 5, CSS Javascript, Dreamweaver, Mac OS X, Network Administration, Maya Dynamics, Flexibility, Advertising, Project Management
Education
Touro College 2011 — 2014
MS in Special and General Education, Special Education, 3.7 GPA
Pace University 2001 — 2005
BS, Computer Science
DGK Holy Cross Parochial School January 2015 - Present
Morgan, Lewis & Bockius LLP April 2008 - Present
Morgan Lewis & Bockius 2008 - Present
Lehman Brothers 2005 - 2008
Neuberger Berman / Marketing 2000 - 2008
Neuberger Berman 2000 - 2007
Sullivan & Cromwell LLP 1997 - 1998
Skills
Elementary Teaching, SmartBoard, Knowledge of IEP Forms, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Illustrator, Photoshop, Visio, Technology, HTML 5, CSS Javascript, Dreamweaver, Mac OS X, Network Administration, Maya Dynamics, Flexibility, Advertising, Project Management
Education
Touro College 2011 — 2014
MS in Special and General Education, Special Education, 3.7 GPA
Pace University 2001 — 2005
BS, Computer Science
Anthony Ruggiero's Lehman Brothers Experience July 2006 - September 2008
Job Sourcing Specialist at Blooomberg LP
Industry Financial Services
Experience
Blooomberg LP December 2014 - Present
Nomura Holdings Americas May 2012 - November 2014
Express Scripts (Medco Health Solutions) August 2011 - May 2012
MF Global April 2009 - August 2011
Barclays Capital 2008 - 2009
Lehman Brothers July 2006 - September 2008
AIG 2003 - 2004
Neuberger Berman 2000 - 2004
Pershing 1988 - 1994
Skills
Sourcing, Global Sourcing, Vendor Management, Strategic Sourcing, Purchasing, Analysis, Business Process..., Change Management, Business Strategy, Contract Management, Contract Negotiation, Cross-functional Team..., E-procurement, ERP, Forecasting, Management, Negotiation, Offshoring, Operations Management, Outsourcing, Process Improvement, Procurement, Program Management, Project Management, RFP, Risk Management, SAP, Spend Analysis, Strategic Planning, Strategy, Supplier Development, Supplier Evaluation, Supply Chain, Supply Chain Management, Supply Management, Team Leadership, Telecommunications
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Management
Xaverian High School 1982 — 1986
Blooomberg LP December 2014 - Present
Nomura Holdings Americas May 2012 - November 2014
Express Scripts (Medco Health Solutions) August 2011 - May 2012
MF Global April 2009 - August 2011
Barclays Capital 2008 - 2009
Lehman Brothers July 2006 - September 2008
AIG 2003 - 2004
Neuberger Berman 2000 - 2004
Pershing 1988 - 1994
Skills
Sourcing, Global Sourcing, Vendor Management, Strategic Sourcing, Purchasing, Analysis, Business Process..., Change Management, Business Strategy, Contract Management, Contract Negotiation, Cross-functional Team..., E-procurement, ERP, Forecasting, Management, Negotiation, Offshoring, Operations Management, Outsourcing, Process Improvement, Procurement, Program Management, Project Management, RFP, Risk Management, SAP, Spend Analysis, Strategic Planning, Strategy, Supplier Development, Supplier Evaluation, Supply Chain, Supply Chain Management, Supply Management, Team Leadership, Telecommunications
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Management
Xaverian High School 1982 — 1986
Michelle Cornetta's Lehman Brothers Experience April 2007 - September 2008
Job Project Manager, Credit IT
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers April 2007 - September 2008
Lehman Brothers May 2005 - April 2007
Skills
Project Planning, SDLC, CRM software, Project Management, CRM, SQL, Business Analysis, Trading Systems, Business Process, Oracle, Management, Agile Methodologies, SharePoint, Requirements Gathering, Team Building, Visio, Vendor Management, Integration, Software Project...
Education
Pace University 2000 — 2004
BA, Business
Briarcliffe College 1993 — 1996
AAS, Business Administration
Barclays Capital September 2008 - Present
Lehman Brothers April 2007 - September 2008
Lehman Brothers May 2005 - April 2007
Skills
Project Planning, SDLC, CRM software, Project Management, CRM, SQL, Business Analysis, Trading Systems, Business Process, Oracle, Management, Agile Methodologies, SharePoint, Requirements Gathering, Team Building, Visio, Vendor Management, Integration, Software Project...
Education
Pace University 2000 — 2004
BA, Business
Briarcliffe College 1993 — 1996
AAS, Business Administration
Dmitriy Voloshin's Lehman Brothers Experience August 2005 - April 2010
Job CFO Mid Institutional and EFG Asset Management at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management August 2013 - Present
Guggenheim Partners April 2012 - August 2013
MF Global April 2010 - November 2011
Lehman Brothers August 2005 - April 2010
Barclays Capital 2008 - 2009
Ernst & Young March 2003 - August 2005
Skills
Equities, Bloomberg, Series 7, Capital Markets, Product Control, Financial Modeling, Financial Forecasting, Strategic Financial..., Business Planning, Business Strategy, Restructuring, Internal Controls, Cost Reduction Planning, Process Improvement, Forecasting
Education
Pace University - Lubin School of Business 2005 — 2009
M.B.A, Investment Management
Rutgers University-New Brunswick 1999 — 2001
BA, Economics
J.P. Morgan Asset Management August 2013 - Present
Guggenheim Partners April 2012 - August 2013
MF Global April 2010 - November 2011
Lehman Brothers August 2005 - April 2010
Barclays Capital 2008 - 2009
Ernst & Young March 2003 - August 2005
Skills
Equities, Bloomberg, Series 7, Capital Markets, Product Control, Financial Modeling, Financial Forecasting, Strategic Financial..., Business Planning, Business Strategy, Restructuring, Internal Controls, Cost Reduction Planning, Process Improvement, Forecasting
Education
Pace University - Lubin School of Business 2005 — 2009
M.B.A, Investment Management
Rutgers University-New Brunswick 1999 — 2001
BA, Economics
Joanne Desocio, PMP's Lehman Brothers Experience 1994 - 2008
Job Vice President at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems June 2015 - Present
Barclays Capital 2008 - May 2015
Lehman Brothers 1994 - 2008
Bankers Trust 1990 - 1994
Skills
Financial Services, AML, Trading Systems, Risk Management, Capital Markets, Sybase, Derivatives, SDLC, Fixed Income, Investment Banking, Asset Management, Prime Brokerage, Project Management, Equities, Back Office
Education
PMI - Project Management Institute
PMP Certification, Project Management
Pace University
SunGard Financial Systems June 2015 - Present
Barclays Capital 2008 - May 2015
Lehman Brothers 1994 - 2008
Bankers Trust 1990 - 1994
Skills
Financial Services, AML, Trading Systems, Risk Management, Capital Markets, Sybase, Derivatives, SDLC, Fixed Income, Investment Banking, Asset Management, Prime Brokerage, Project Management, Equities, Back Office
Education
PMI - Project Management Institute
PMP Certification, Project Management
Pace University
Adele Arkin's Lehman Brothers Experience December 2000 - August 2004
Job Owner, www.LIfitMoms.com
Industry Health, Wellness and Fitness
Experience
BABY CUTE LLC provider June 2007 - Present
Baby Cute LLC dba Stroller Strides May 2007 - Present
THE SCHOLARHOUSE FOUNDATION May 2005 - Present
PRUDENTIAL DOUGLAS ELLIMAN REAL ESTATE May 2005 - July 2009
Thomas Weisel Partners August 2004 - April 2005
Lehman Brothers December 2000 - August 2004
Lehman Brothers EAP Services September 2001 - March 2002
CITIGROUP (Salomon Smith Barney and Citibank) July 1999 - December 2000
THE FINANCIAL RELATIONS BOARD, INC May 1998 - May 1999
CHASE MANHATTAN BANK May 1998 - May 1999
Education
Pace University
M.B.A
New York University
M.A, Counseling and Guidance; Career/ Corporate Counseling
University of Florida
B.S, Psychology
BABY CUTE LLC provider June 2007 - Present
Baby Cute LLC dba Stroller Strides May 2007 - Present
THE SCHOLARHOUSE FOUNDATION May 2005 - Present
PRUDENTIAL DOUGLAS ELLIMAN REAL ESTATE May 2005 - July 2009
Thomas Weisel Partners August 2004 - April 2005
Lehman Brothers December 2000 - August 2004
Lehman Brothers EAP Services September 2001 - March 2002
CITIGROUP (Salomon Smith Barney and Citibank) July 1999 - December 2000
THE FINANCIAL RELATIONS BOARD, INC May 1998 - May 1999
CHASE MANHATTAN BANK May 1998 - May 1999
Education
Pace University
M.B.A
New York University
M.A, Counseling and Guidance; Career/ Corporate Counseling
University of Florida
B.S, Psychology
Elyse Ferencz's Lehman Brothers Experience August 2003 - November 2008
Job Former Lehman Brothers VP
Industry Financial Services
Experience
n/a November 2008 - Present
Lehman Brothers August 2003 - November 2008
Prudential Securities August 1998 - August 2003
Education
University at Buffalo 1992 — 1996
BA, Psychology
Pace University - Lubin School of Business
MBA pending, Accounting
n/a November 2008 - Present
Lehman Brothers August 2003 - November 2008
Prudential Securities August 1998 - August 2003
Education
University at Buffalo 1992 — 1996
BA, Psychology
Pace University - Lubin School of Business
MBA pending, Accounting
Louisa Taormina's Lehman Brothers Experience 2001 - 2009
Job Executive Assistant at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman June 2001 - Present
Lehman Brothers 2001 - 2009
Panache Resources & Systems Corp January 1981 - May 2001
Skills
Bloomberg, Expense Management, Calendaring, Equities, Securities, Concur, Fixed Income, Back Office, Calendars, Investment Banking, Travel Arrangements, Hedge Funds, Asset Management, Capital Markets
Education
Pace University
-, general studies
Neuberger Berman June 2001 - Present
Lehman Brothers 2001 - 2009
Panache Resources & Systems Corp January 1981 - May 2001
Skills
Bloomberg, Expense Management, Calendaring, Equities, Securities, Concur, Fixed Income, Back Office, Calendars, Investment Banking, Travel Arrangements, Hedge Funds, Asset Management, Capital Markets
Education
Pace University
-, general studies
Eugene Tukhin's Lehman Brothers Experience November 2007 - September 2008
Job QA Lead (Compliance, Risk, Data Reference and Trade Processing) at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management September 2008 - Present
Lehman Brothers November 2007 - September 2008
GFI Group August 2005 - November 2006
Clarendon Insurance Group September 1998 - August 2005
Marubeni Corporation December 1996 - September 1998
Skills
Business Analysis, SQL, Requirements Analysis, Quality Assurance, SDLC, HP Quality Center, Microsoft SQL Server, User Acceptance Testing, Databases, Oracle, Visio, Unix, Agile Methodologies, Teamwork
Education
Pace University - Lubin School of Business 1993 — 1996
Bachelor of Business Administration (BBA), Accounting
Och-Ziff Capital Management September 2008 - Present
Lehman Brothers November 2007 - September 2008
GFI Group August 2005 - November 2006
Clarendon Insurance Group September 1998 - August 2005
Marubeni Corporation December 1996 - September 1998
Skills
Business Analysis, SQL, Requirements Analysis, Quality Assurance, SDLC, HP Quality Center, Microsoft SQL Server, User Acceptance Testing, Databases, Oracle, Visio, Unix, Agile Methodologies, Teamwork
Education
Pace University - Lubin School of Business 1993 — 1996
Bachelor of Business Administration (BBA), Accounting
Dan Maniotis's Lehman Brothers Experience August 2007 - September 2008
Job SVP Application Performance Management at Bank of America
Industry Financial Services
Experience
Bank of America August 2012 - Present
Citi January 2012 - Present
Citi May 2010 - April 2012
Barclays Capital October 2008 - May 2010
Lehman Brothers August 2007 - September 2008
TACODA 2006 - 2008
The New York Times 2005 - 2007
New York Times Digital 1999 - 2003
CMP Media January 1999 - September 1999
Education
Pace University 1987 — 1991
BA, English/Writing
Bank of America August 2012 - Present
Citi January 2012 - Present
Citi May 2010 - April 2012
Barclays Capital October 2008 - May 2010
Lehman Brothers August 2007 - September 2008
TACODA 2006 - 2008
The New York Times 2005 - 2007
New York Times Digital 1999 - 2003
CMP Media January 1999 - September 1999
Education
Pace University 1987 — 1991
BA, English/Writing
Frances Llano's Lehman Brothers Experience March 2006 - September 2008
Job Vice President, FX Product Control at Nomura
Industry Financial Services
Experience
Nomura July 2009 - Present
Lehman Brothers Holding Inc. November 2008 - July 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers March 2006 - September 2008
Merrill Lynch 2004 - 2006
CITIGROUP 1999 - 2004
Education
Pace University 1986 — 1991
BA, Accounting/Political Science
Nomura July 2009 - Present
Lehman Brothers Holding Inc. November 2008 - July 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers March 2006 - September 2008
Merrill Lynch 2004 - 2006
CITIGROUP 1999 - 2004
Education
Pace University 1986 — 1991
BA, Accounting/Political Science
Sandy Kaur's Lehman Brothers Experience 2007 - 2008
Job PM/BA at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2008 - Present
Lehman Brothers 2007 - 2008
Credit Suisse May 2004 - June 2007
British Petroleum November 2002 - May 2004
IBM February 2000 - November 2001
Keane March 1998 - July 2000
Interim Consulting March 1998 - March 1999
Hyperion Software December 1995 - April 1997
Independent Financial July 1994 - December 1995
Alliance Capital Management September 1990 - July 1994
Education
Queens College 1985 — 1988
BA, Accounting/Economics
Pace University
MS, Computer Science
Credit Suisse August 2008 - Present
Lehman Brothers 2007 - 2008
Credit Suisse May 2004 - June 2007
British Petroleum November 2002 - May 2004
IBM February 2000 - November 2001
Keane March 1998 - July 2000
Interim Consulting March 1998 - March 1999
Hyperion Software December 1995 - April 1997
Independent Financial July 1994 - December 1995
Alliance Capital Management September 1990 - July 1994
Education
Queens College 1985 — 1988
BA, Accounting/Economics
Pace University
MS, Computer Science
Anatoly Kozlov's Lehman Brothers Experience November 1997 - October 2008
Job DERIVATIVES PROFESSIONAL
Industry Financial Services
Experience
LEHMAN BROTHERS - DEBTOR IN POSSESSION November 2008 - Present
LEHMAN BROTHERS November 1997 - October 2008
Skills
Process Management, Document Management, Team Building, Team Leadership, Organizational..., Process Improvement, Legal Writing, Automation, Project Coordination, Project Management, High level of initiative, Communication Skills, Microsoft Excel, Problem Solving, Tenacious, Derivatives, Management, Credit, Prime Brokerage, Capital Markets, Credit Derivatives, Investment Banking
Education
Pace University 1992 — 1996
B.S., Finance
LEHMAN BROTHERS - DEBTOR IN POSSESSION November 2008 - Present
LEHMAN BROTHERS November 1997 - October 2008
Skills
Process Management, Document Management, Team Building, Team Leadership, Organizational..., Process Improvement, Legal Writing, Automation, Project Coordination, Project Management, High level of initiative, Communication Skills, Microsoft Excel, Problem Solving, Tenacious, Derivatives, Management, Credit, Prime Brokerage, Capital Markets, Credit Derivatives, Investment Banking
Education
Pace University 1992 — 1996
B.S., Finance
Linda Lai's Lehman Brothers Experience 2000 - September 2008
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 2000 - September 2008
KPMG Audit 1997 - 2000
Education
Pace University
Public Accounting
Barclays Capital September 2008 - Present
Lehman Brothers 2000 - September 2008
KPMG Audit 1997 - 2000
Education
Pace University
Public Accounting
Janice Rejas-Principato's Lehman Brothers Experience 2008 - 2009
Job Assistant Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital February 2007 - Present
Lehman Brothers 2008 - 2009
Lehman Brothers 2007 - 2008
The Bank of New York 1997 - 2006
Skills
Fixed Income, Middle Office, Equities, Capital Markets, Market Data
Education
Pace University - Lubin School of Business 2000 — 2005
MBA, Financial Management
Saint John's University 1992 — 1997
BS, Finance
Barclays Capital February 2007 - Present
Lehman Brothers 2008 - 2009
Lehman Brothers 2007 - 2008
The Bank of New York 1997 - 2006
Skills
Fixed Income, Middle Office, Equities, Capital Markets, Market Data
Education
Pace University - Lubin School of Business 2000 — 2005
MBA, Financial Management
Saint John's University 1992 — 1997
BS, Finance
Agnieszka Hyatt's Lehman Brothers Experience July 2008 - September 2008
Job Fixed Income
Industry Financial Services
Experience
RBC Capital Markets June 2014 - Present
Barclays May 2013 - June 2014
Barclays March 2011 - May 2013
Barclays September 2008 - March 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers August 2006 - July 2008
Lehman Brothers June 2005 - August 2006
Skills
Fixed Income, Capital Markets, Trading, Middle Office, Bonds, Interest Rate..., Derivatives, Financial Risk, Structured Products, Credit Derivatives, Equity Derivatives, Account Reconciliation, Bloomberg Terminal, Risk Management, Prime Brokerage, Credit, Credit Risk, Equity Trading, Financial Modeling, Product Control, Corporate Finance, Market Risk, CDS, Rates, Finance, Equities, CDO, Options, Hedge Funds, Swaps
Education
Pace University 2002 — 2006
Bachelor, Business Administration; Finance and Business Management
RBC Capital Markets June 2014 - Present
Barclays May 2013 - June 2014
Barclays March 2011 - May 2013
Barclays September 2008 - March 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers August 2006 - July 2008
Lehman Brothers June 2005 - August 2006
Skills
Fixed Income, Capital Markets, Trading, Middle Office, Bonds, Interest Rate..., Derivatives, Financial Risk, Structured Products, Credit Derivatives, Equity Derivatives, Account Reconciliation, Bloomberg Terminal, Risk Management, Prime Brokerage, Credit, Credit Risk, Equity Trading, Financial Modeling, Product Control, Corporate Finance, Market Risk, CDS, Rates, Finance, Equities, CDO, Options, Hedge Funds, Swaps
Education
Pace University 2002 — 2006
Bachelor, Business Administration; Finance and Business Management
Marian McMahon-Snyder's Lehman Brothers Experience May 1989 - 1999
Job Controller at Career Co
Industry Internet
Experience
CareerCo July 2014 - Present
The CollegeBound Network - A CareerCo Company September 2004 - Present
ACS State & Local Solutions, Inc. 2000 - 2004
Lehman Brothers May 1989 - 1999
Skills
Account Management, Account Reconciliation, Accounting, Accruals, Analysis, Analytics, Budgets, Finance, Financial Analysis, Financial Modeling, Financial Reporting, General Ledger, Investments, Invoicing, Lead Generation, Management, Microsoft Excel, Microsoft Office, Payroll, Pivot Tables, Salesforce.com, Start-ups, Vlookup
Education
Pace University - Lubin School of Business
CareerCo July 2014 - Present
The CollegeBound Network - A CareerCo Company September 2004 - Present
ACS State & Local Solutions, Inc. 2000 - 2004
Lehman Brothers May 1989 - 1999
Skills
Account Management, Account Reconciliation, Accounting, Accruals, Analysis, Analytics, Budgets, Finance, Financial Analysis, Financial Modeling, Financial Reporting, General Ledger, Investments, Invoicing, Lead Generation, Management, Microsoft Excel, Microsoft Office, Payroll, Pivot Tables, Salesforce.com, Start-ups, Vlookup
Education
Pace University - Lubin School of Business
John Triolo's Lehman Brothers Experience October 1987 - December 2008
Job Partner Tax Banking Capital Markets at PricewaterhouseCoopers
Industry Banking
Experience
Morgan Stanley September 2015 - Present
PricewaterhouseCoopers March 2009 - August 2015
Lehman Brothers October 1987 - December 2008
Education
Pace University 1986 — 1990
BBA, Accounting
Saint John's University
MBA, Finance
Morgan Stanley September 2015 - Present
PricewaterhouseCoopers March 2009 - August 2015
Lehman Brothers October 1987 - December 2008
Education
Pace University 1986 — 1990
BBA, Accounting
Saint John's University
MBA, Finance
Joseph Azarbad's Lehman Brothers Experience June 2007 - October 2008
Job Chief Financial Officer at Maglan Capital
Industry Banking
Experience
Maglan Capital August 2011 - Present
Macquarie Group August 2009 - July 2011
BNP Paribas Fortis June 2009 - August 2009
Lehman Brothers June 2007 - October 2008
Andrews Kurth LLP March 2006 - April 2007
Rainbow Apparel Co May 2001 - February 2006
Education
Pace University 1999 — 2002
BS, Computer Science
Maglan Capital August 2011 - Present
Macquarie Group August 2009 - July 2011
BNP Paribas Fortis June 2009 - August 2009
Lehman Brothers June 2007 - October 2008
Andrews Kurth LLP March 2006 - April 2007
Rainbow Apparel Co May 2001 - February 2006
Education
Pace University 1999 — 2002
BS, Computer Science
Shavon Betances's Lehman Brothers Experience September 2007 - September 2008
Job Telecommunications Operator
Industry Telecommunications
Experience
NYU Langone Medical Center March 2011 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers September 2007 - September 2008
Lehman Brothers January 2007 - August 2007
Education
Pace University 2007 — 2007
N/A, Information Technology
NYU Langone Medical Center March 2011 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers September 2007 - September 2008
Lehman Brothers January 2007 - August 2007
Education
Pace University 2007 — 2007
N/A, Information Technology
Herman Ling's Lehman Brothers Experience 2001 - 2008
Job Manager Technology Operations
Industry Information Technology and Services
Experience
Cablevision Lightpath May 2009 - Present
Lehman Brothers 2001 - 2008
Coreon Inc. 1999 - 2001
AT&T 1995 - 1999
Bankers Trust 1993 - 1995
Education
Pace University - Lubin School of Business 2000 — 2003
MBA, Financial Management
Syracuse University 1989 — 1993
BS, Electrical Engineering
Cablevision Lightpath May 2009 - Present
Lehman Brothers 2001 - 2008
Coreon Inc. 1999 - 2001
AT&T 1995 - 1999
Bankers Trust 1993 - 1995
Education
Pace University - Lubin School of Business 2000 — 2003
MBA, Financial Management
Syracuse University 1989 — 1993
BS, Electrical Engineering
Donald Petrow's Lehman Brothers Experience November 1981 - January 1998
Job Director at Barclays
Industry Investment Banking
Experience
Barclays July 2012 - Present
Cantor Fitzgerald & Co. January 2011 - June 2012
Lehman Brothers Holdings Inc. (estate) March 2009 - December 2010
Lehman Brothers (Barclays Capital) July 2007 - October 2008
Deutsche Bank September 2001 - June 2007
Standard & Poor's January 1998 - August 2001
Lehman Brothers November 1981 - January 1998
Skills
Structured Finance, Capital Markets, CMBS, Securitization, Derivatives, Portfolio Management, Credit Risk, Credit Analysis, Fixed Income, Investments, Financial Risk, Risk Management, Loans, Credit
Education
Pace University - Lubin School of Business 1979 — 1982
MBA, Finance
Barclays July 2012 - Present
Cantor Fitzgerald & Co. January 2011 - June 2012
Lehman Brothers Holdings Inc. (estate) March 2009 - December 2010
Lehman Brothers (Barclays Capital) July 2007 - October 2008
Deutsche Bank September 2001 - June 2007
Standard & Poor's January 1998 - August 2001
Lehman Brothers November 1981 - January 1998
Skills
Structured Finance, Capital Markets, CMBS, Securitization, Derivatives, Portfolio Management, Credit Risk, Credit Analysis, Fixed Income, Investments, Financial Risk, Risk Management, Loans, Credit
Education
Pace University - Lubin School of Business 1979 — 1982
MBA, Finance
Christine Barbaro's Lehman Brothers Experience December 2000 - March 2001
Job Vice President Goldman Sachs
Industry Telecommunications
Experience
Goldman Sachs December 2003 - Present
Align December 2001 - October 2002
Constantine Walsh Lowe May 2000 - December 2001
Lehman Brothers December 2000 - March 2001
UBS/PaineWebber August 1992 - December 2000
Skills
Vendor Management, Nonprofits, Program Management, Change Management, Data Center, Leadership, MS Project, Management, Process Improvement, Project Management, Project Planning, Strategy, Project Portfolio..., PMO, SDLC, Governance, Team Leadership, IT Strategy, Microsoft Project
Education
NYU
Project Management
Pace University - Lubin School of Business
Business
Goldman Sachs December 2003 - Present
Align December 2001 - October 2002
Constantine Walsh Lowe May 2000 - December 2001
Lehman Brothers December 2000 - March 2001
UBS/PaineWebber August 1992 - December 2000
Skills
Vendor Management, Nonprofits, Program Management, Change Management, Data Center, Leadership, MS Project, Management, Process Improvement, Project Management, Project Planning, Strategy, Project Portfolio..., PMO, SDLC, Governance, Team Leadership, IT Strategy, Microsoft Project
Education
NYU
Project Management
Pace University - Lubin School of Business
Business
Ali Kalu's Lehman Brothers Experience April 2007 - May 2009
Job Tax Senior at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers February 2011 - Present
Ernst & Young June 2009 - February 2011
Lehman Brothers April 2007 - May 2009
Education
Pace University - Lubin School of Business 2005 — 2010
BBA/MBA
PricewaterhouseCoopers February 2011 - Present
Ernst & Young June 2009 - February 2011
Lehman Brothers April 2007 - May 2009
Education
Pace University - Lubin School of Business 2005 — 2010
BBA/MBA
ROMMEL PINEDA's Lehman Brothers Experience 2001 - 2003
Job Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley April 2004 - December 2010
Lehman Brothers 2001 - 2003
Bear Stearns 1996 - 2001
American Internation Group 1993 - 1996
Guy Carpenter (a subsidiary of Marsh and Mclennan Insurance Co) 1987 - 1993
Education
Pace University 1989 — 1991
MS, Information Systems
Morgan Stanley January 2011 - Present
Morgan Stanley April 2004 - December 2010
Lehman Brothers 2001 - 2003
Bear Stearns 1996 - 2001
American Internation Group 1993 - 1996
Guy Carpenter (a subsidiary of Marsh and Mclennan Insurance Co) 1987 - 1993
Education
Pace University 1989 — 1991
MS, Information Systems
Bob Columbo, CPA's Lehman Brothers Experience 1992 - 2002
Job Vice President at Citibank
Industry Financial Services
Experience
Citibank July 2015 - Present
WestDeutche Landis Bank January 2009 - Present
Bank of America February 2005 - January 2009
Credit Lyonnais August 2002 - February 2005
Lehman Brothers 1992 - 2002
Skills
Financial Analysis, Securities, Derivatives, Swaps, Financial Reporting, Financial Accounting, General Ledger, Balance Sheet Review, Capital Markets, Fixed Income, Credit Derivatives, Operational Risk, Financial Services, Internal Controls, Product Control, Credit Risk, Structured Products, Valuation, Credit, Collateral Management, Financial Audits, Analysis, Back Office, Banking, Investment Banking, Hedge Funds
Education
Pace University - Lubin School of Business
MBA, Financial Mangement
Citibank July 2015 - Present
WestDeutche Landis Bank January 2009 - Present
Bank of America February 2005 - January 2009
Credit Lyonnais August 2002 - February 2005
Lehman Brothers 1992 - 2002
Skills
Financial Analysis, Securities, Derivatives, Swaps, Financial Reporting, Financial Accounting, General Ledger, Balance Sheet Review, Capital Markets, Fixed Income, Credit Derivatives, Operational Risk, Financial Services, Internal Controls, Product Control, Credit Risk, Structured Products, Valuation, Credit, Collateral Management, Financial Audits, Analysis, Back Office, Banking, Investment Banking, Hedge Funds
Education
Pace University - Lubin School of Business
MBA, Financial Mangement
Darryl Johnson, CPA's Lehman Brothers Experience 1990 - 1997
Job Deputy CFO at NYS Housing Agency
Industry Financial Services
Experience
New York State Homes & Community Renewal November 2013 - Present
Department of Citywide Administrative Services December 2012 - February 2013
Rockefeller & Co., Inc. November 2009 - December 2011
StoneWater Capital 2008 - 2009
Citigroup Alternative Investments 2000 - 2007
PricewaterhouseCoopers 1998 - 2000
Lehman Brothers 1990 - 1997
Skills
Accounting, Outlook, Internal Controls, Financial Accounting, Corporate Finance, Auditing, Financial Analysis, Financial Reporting, Process Improvement, Capital Markets, Internal Audit, Management, Variance Analysis, Financial Services, Finance, Financial Statements, GAAP, Budgets, Consolidation
Education
Pace University
Bachelor of Business Administration (BBA), Accounting
SUNY Levin Institute
New York State Homes & Community Renewal November 2013 - Present
Department of Citywide Administrative Services December 2012 - February 2013
Rockefeller & Co., Inc. November 2009 - December 2011
StoneWater Capital 2008 - 2009
Citigroup Alternative Investments 2000 - 2007
PricewaterhouseCoopers 1998 - 2000
Lehman Brothers 1990 - 1997
Skills
Accounting, Outlook, Internal Controls, Financial Accounting, Corporate Finance, Auditing, Financial Analysis, Financial Reporting, Process Improvement, Capital Markets, Internal Audit, Management, Variance Analysis, Financial Services, Finance, Financial Statements, GAAP, Budgets, Consolidation
Education
Pace University
Bachelor of Business Administration (BBA), Accounting
SUNY Levin Institute
Frank Primeggia's Lehman Brothers Experience January 1994 - September 2004
Job Director Chief Controls Office at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank April 2015 - Present
RBS April 2011 - April 2015
RBS Markets & International Banking May 2005 - April 2015
Societe Generale September 2004 - May 2005
Lehman Brothers January 1994 - September 2004
Federal Home Loan Bank of NY 1989 - 1993
Top Secret 1982 - 1992
Irving Trust Company 1986 - 1989
Bank of NY 1986 - 1989
NYC DOT 1981 - 1986
Skills
Capital Markets, Investment Banking, AML, Banking, Basel II, Derivatives, Market Risk, OFAC, Financial Risk, Credit, KYC, Fixed Income, Risk Management, Structured Finance, Credit Risk, Operational Risk, Financial Modeling, Asset Managment, Financial Analysis, Due Diligence, Securities, Operational Risk..., Hedge Funds, Internal Controls, Auditing, FX Options, Financial Services, Equities, Asset Management, Anti Money Laundering
Education
Pace University 1983 — 1986
BBA, General Business
Saint John's University 1981 — 1982
Barclays Investment Bank April 2015 - Present
RBS April 2011 - April 2015
RBS Markets & International Banking May 2005 - April 2015
Societe Generale September 2004 - May 2005
Lehman Brothers January 1994 - September 2004
Federal Home Loan Bank of NY 1989 - 1993
Top Secret 1982 - 1992
Irving Trust Company 1986 - 1989
Bank of NY 1986 - 1989
NYC DOT 1981 - 1986
Skills
Capital Markets, Investment Banking, AML, Banking, Basel II, Derivatives, Market Risk, OFAC, Financial Risk, Credit, KYC, Fixed Income, Risk Management, Structured Finance, Credit Risk, Operational Risk, Financial Modeling, Asset Managment, Financial Analysis, Due Diligence, Securities, Operational Risk..., Hedge Funds, Internal Controls, Auditing, FX Options, Financial Services, Equities, Asset Management, Anti Money Laundering
Education
Pace University 1983 — 1986
BBA, General Business
Saint John's University 1981 — 1982
Joseph Marinelli's Lehman Brothers Experience November 1998 - September 2001
Job VP at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2001 - Present
Lehman Brothers November 1998 - September 2001
Skills
Fixed Income, Capital Markets
Education
Pace University 1991 — 1995
BBA, Accounting
Goldman Sachs 2001 - Present
Lehman Brothers November 1998 - September 2001
Skills
Fixed Income, Capital Markets
Education
Pace University 1991 — 1995
BBA, Accounting
M PETER tsigakos's Lehman Brothers Experience 1988 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
lehman 1988 - Present
LEHMAN BROTHERS 1988 - 2008
lehman brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Skills
AML, Prime Brokerage, Credit Derivatives, Equity Derivatives, Capital Markets, Records Management, Fixed Income, Middle Office, Swaps, Trading Systems, Market Data, Options, Hedge Funds
Education
Pace University 1992 — 1994
Master of Science (MS), Management Information Systems, General, B
CW POST LIU 1985 — 1987
MBA, Project Management, A
St John's University Queens NY 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, B
lehman 1988 - Present
LEHMAN BROTHERS 1988 - 2008
lehman brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Skills
AML, Prime Brokerage, Credit Derivatives, Equity Derivatives, Capital Markets, Records Management, Fixed Income, Middle Office, Swaps, Trading Systems, Market Data, Options, Hedge Funds
Education
Pace University 1992 — 1994
Master of Science (MS), Management Information Systems, General, B
CW POST LIU 1985 — 1987
MBA, Project Management, A
St John's University Queens NY 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, B
Iyndia Bey's Lehman Brothers Experience June 2006 - February 2009
Job Tax Director
Industry Financial Services
Experience
PricewaterhouseCoopers June 2012 - Present
PwC February 2009 - Present
Williamsburg Charter School 2010 - 2014
Williamsburg Charter School 2010 - 2014
Lehman Brothers June 2006 - February 2009
Viacom March 1999 - June 2006
Marathon Oil Corporation 1997 - 1998
United States Steel Corporation 1996 - 1997
Skills
Income Tax, Tax, Corporate Tax, Accounting, SEC filings, International Tax, CPA, Tax Accounting, Financial Reporting, Big 4, Tax Advisory, Transfer Pricing, US GAAP
Education
Pace University
Master of Taxation, Taxation
University of Pittsburgh
Bachelor of Science (B.S.), Accounting
PricewaterhouseCoopers June 2012 - Present
PwC February 2009 - Present
Williamsburg Charter School 2010 - 2014
Williamsburg Charter School 2010 - 2014
Lehman Brothers June 2006 - February 2009
Viacom March 1999 - June 2006
Marathon Oil Corporation 1997 - 1998
United States Steel Corporation 1996 - 1997
Skills
Income Tax, Tax, Corporate Tax, Accounting, SEC filings, International Tax, CPA, Tax Accounting, Financial Reporting, Big 4, Tax Advisory, Transfer Pricing, US GAAP
Education
Pace University
Master of Taxation, Taxation
University of Pittsburgh
Bachelor of Science (B.S.), Accounting
Raymond P. Alarcon's Lehman Brothers Experience July 1991 - December 1997
Job Financial Services Professional looking for Investment Banking Operations opportunities
Industry Financial Services
Experience
Liberty Towers November 2010 - September 2014
MF Global February 2007 - December 2008
Credit Suisse October 2005 - February 2007
Credit Suisse April 2003 - October 2005
Tokyo General USA Inc. January 1998 - March 2003
Lehman Brothers July 1991 - December 1997
Skills
Equities, Derivatives, Investment Banking, Back Office, Options, Middle Office, Fixed Income, GMI, Commdities, Tax Preparation, Summit, Microsoft Excel, Microsoft Word, Microsoft Access, Portfolio, OFS, Deal Capture, Clearvision, Listed Derivatives..., HSBC Hexagon, Intellimatch, Trade Reconciliations, Cash Reconciliations, OTC Derivatives, Futures, Listed Derivatives, Risk Management, Clearing, Trade Support, Settlements, Banking, Swaps, Trading, Settlement, Commodity, Portfolio Management
Education
Pace University
Bachelor's degree, Communication and Media Studies
Liberty Towers November 2010 - September 2014
MF Global February 2007 - December 2008
Credit Suisse October 2005 - February 2007
Credit Suisse April 2003 - October 2005
Tokyo General USA Inc. January 1998 - March 2003
Lehman Brothers July 1991 - December 1997
Skills
Equities, Derivatives, Investment Banking, Back Office, Options, Middle Office, Fixed Income, GMI, Commdities, Tax Preparation, Summit, Microsoft Excel, Microsoft Word, Microsoft Access, Portfolio, OFS, Deal Capture, Clearvision, Listed Derivatives..., HSBC Hexagon, Intellimatch, Trade Reconciliations, Cash Reconciliations, OTC Derivatives, Futures, Listed Derivatives, Risk Management, Clearing, Trade Support, Settlements, Banking, Swaps, Trading, Settlement, Commodity, Portfolio Management
Education
Pace University
Bachelor's degree, Communication and Media Studies
Benny Perez, CPP, SPSM's Lehman Brothers Experience July 2004 - October 2004
Job Senior Buyer at TruTeam
Industry Construction
Experience
TruTeam February 2014 - Present
Allianz Global Investors January 2013 - February 2014
Liquidnet August 2005 - September 2012
Lehman Brothers July 2004 - October 2004
AXA Financial January 2004 - June 2004
Alstom Transport November 2002 - December 2003
Skills
Process Improvement, Vendor Management, Project Management, Procurement, Strategic Sourcing, Purchasing, Contract Negotiation, Strategic Planning, Negotiation, Contract Management, Business Strategy, Business Analysis, Management, Sourcing, Business Process...
Education
Pace University - Lubin School of Business 1998 — 2002
BBA, Business Management & Internet Technology
Brooklyn Technical HS 1994 — 1998
Communication and Media Studies
TruTeam February 2014 - Present
Allianz Global Investors January 2013 - February 2014
Liquidnet August 2005 - September 2012
Lehman Brothers July 2004 - October 2004
AXA Financial January 2004 - June 2004
Alstom Transport November 2002 - December 2003
Skills
Process Improvement, Vendor Management, Project Management, Procurement, Strategic Sourcing, Purchasing, Contract Negotiation, Strategic Planning, Negotiation, Contract Management, Business Strategy, Business Analysis, Management, Sourcing, Business Process...
Education
Pace University - Lubin School of Business 1998 — 2002
BBA, Business Management & Internet Technology
Brooklyn Technical HS 1994 — 1998
Communication and Media Studies
william henkel's Lehman Brothers Experience ConsultantBear Stearns2000 - 2007
Job Project Manager at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers ConsultantBear Stearns2000 - 2007
BlackRock 1996 - 2000
Education
Pace University
MBA
Lehman Brothers ConsultantBear Stearns2000 - 2007
BlackRock 1996 - 2000
Education
Pace University
MBA
Frank Roughan's Lehman Brothers Experience March 1989 - April 1993
Job Director at Guggenheim Securities
Industry Banking
Experience
Guggenheim Securities April 2010 - Present
LBBW Securities April 2007 - April 2010
Helix Financial Systems February 2006 - April 2007
Commerzbanc April 2004 - December 2005
Bank of New York September 1999 - April 2004
Bankers Trust February 1998 - June 1999
Smith Barney April 1993 - November 1997
Lehman Brothers March 1989 - April 1993
JPMIM December 1986 - March 1989
Skills
MBS, ABS, Bonds, Derivatives, Swaps, Structured Products, Securities, Prime Brokerage, Hedge Funds, Trading, Middle Office, Collateral Management, Interest Rate..., Credit Derivatives, FX Options, Money Market, Equity Derivatives, Settlement, Trading Systems
Education
Pace University - Lubin School of Business
BBA, Accounting
Pace University - Lubin School of Business
MBA, Computer Information Systems
Guggenheim Securities April 2010 - Present
LBBW Securities April 2007 - April 2010
Helix Financial Systems February 2006 - April 2007
Commerzbanc April 2004 - December 2005
Bank of New York September 1999 - April 2004
Bankers Trust February 1998 - June 1999
Smith Barney April 1993 - November 1997
Lehman Brothers March 1989 - April 1993
JPMIM December 1986 - March 1989
Skills
MBS, ABS, Bonds, Derivatives, Swaps, Structured Products, Securities, Prime Brokerage, Hedge Funds, Trading, Middle Office, Collateral Management, Interest Rate..., Credit Derivatives, FX Options, Money Market, Equity Derivatives, Settlement, Trading Systems
Education
Pace University - Lubin School of Business
BBA, Accounting
Pace University - Lubin School of Business
MBA, Computer Information Systems
arthur tupper's Lehman Brothers Experience 1978 - 1984
Job Administrative Director NY Metro Region at CohnReznick
Industry Accounting
Experience
CohnReznick September 2011 - Present
Marcum LLP- formerly RosenfarbWinters, LLC October 2004 - September 2011
The Ross Companies 1998 - 2003
Salomon/Smith Barney - Public Finance and Municipal Sales & Trading January 1989 - January 1996
Lehman Brothers 1978 - 1984
Skills
Forensic Accounting, Mergers, Accounting, Business Valuation, Financial Reporting, Due Diligence, Employee Benefits, Management, Finance, Tax, Budgets, Accounts Receivable, Mergers & Acquisitions, Management Consulting, SEC filings, CPA
Education
Pace University 1973 — 1978
MBA and BBA, Public Accounting
CohnReznick September 2011 - Present
Marcum LLP- formerly RosenfarbWinters, LLC October 2004 - September 2011
The Ross Companies 1998 - 2003
Salomon/Smith Barney - Public Finance and Municipal Sales & Trading January 1989 - January 1996
Lehman Brothers 1978 - 1984
Skills
Forensic Accounting, Mergers, Accounting, Business Valuation, Financial Reporting, Due Diligence, Employee Benefits, Management, Finance, Tax, Budgets, Accounts Receivable, Mergers & Acquisitions, Management Consulting, SEC filings, CPA
Education
Pace University 1973 — 1978
MBA and BBA, Public Accounting
Augie Campos-Marquetti's Lehman Brothers Experience September 2008 - November 2008
Job at
Industry Banking
Experience
Credit Suisse May 2010 - Present
Credit Suisse December 2008 - March 2010
Lehman Brothers September 2008 - November 2008
Credit Suisse April 2006 - August 2008
Citigroup November 1997 - March 2006
Chase 1992 - 1996
Prodigy 1988 - 1992
Skills
Recruiting, IT Strategy, Leadership, Program Management, Management, Vendor Management, Financial Markets, Process Improvement, Project Management, Financial Services, Trading Systems, Capital Markets, Risk Management, Business Process..., Talent Management, HR Transformation, Investment Banking, Equities, Business Analysis, Change Management, PMO, Outsourcing, Prime Brokerage, Derivatives, Shared Services, Banking, Performance Management, Fixed Income, Stakeholder Management, Market Data, SDLC, Relationship Management, Middle Office, Strategy, Electronic Trading, Management Consulting, Credit Derivatives, FX Options, Business Transformation, Back Office, Sybase, Portfolio Management, Equity Derivatives, Interest Rate..., Operational Risk, Hedge Funds, Business Process..., Offshoring, Securities, Structured Products
Education
Pace University
Credit Suisse May 2010 - Present
Credit Suisse December 2008 - March 2010
Lehman Brothers September 2008 - November 2008
Credit Suisse April 2006 - August 2008
Citigroup November 1997 - March 2006
Chase 1992 - 1996
Prodigy 1988 - 1992
Skills
Recruiting, IT Strategy, Leadership, Program Management, Management, Vendor Management, Financial Markets, Process Improvement, Project Management, Financial Services, Trading Systems, Capital Markets, Risk Management, Business Process..., Talent Management, HR Transformation, Investment Banking, Equities, Business Analysis, Change Management, PMO, Outsourcing, Prime Brokerage, Derivatives, Shared Services, Banking, Performance Management, Fixed Income, Stakeholder Management, Market Data, SDLC, Relationship Management, Middle Office, Strategy, Electronic Trading, Management Consulting, Credit Derivatives, FX Options, Business Transformation, Back Office, Sybase, Portfolio Management, Equity Derivatives, Interest Rate..., Operational Risk, Hedge Funds, Business Process..., Offshoring, Securities, Structured Products
Education
Pace University
Albert Durso's Lehman Brothers Experience 1987 - 1990
Job Mortgage Proposition Manager(MBS/CMBS) at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters August 2006 - Present
R.W. Pressprich & Co. 2003 - 2005
Kaplan & Company April 2001 - June 2003
Societe Generale May 1997 - February 2001
Nomura Securities 1992 - 1997
Lehman Brothers 1987 - 1990
Skills
MBS, Trading, CMBS, Analysis, Analytics, Fixed Income, Bloomberg, Capital Markets, Structured Products, Rates, Structured Finance, Fixed Income Trading, Mortgage, Fixed Income Products, Series 7
Education
New York University, Stern School of Business
MBA, Finance
Pace University
BBA Accounting, Accounting
Thomson Reuters August 2006 - Present
R.W. Pressprich & Co. 2003 - 2005
Kaplan & Company April 2001 - June 2003
Societe Generale May 1997 - February 2001
Nomura Securities 1992 - 1997
Lehman Brothers 1987 - 1990
Skills
MBS, Trading, CMBS, Analysis, Analytics, Fixed Income, Bloomberg, Capital Markets, Structured Products, Rates, Structured Finance, Fixed Income Trading, Mortgage, Fixed Income Products, Series 7
Education
New York University, Stern School of Business
MBA, Finance
Pace University
BBA Accounting, Accounting
Richard Lang's Lehman Brothers Experience 1989 - 1996
Job Execution Services / Algorithmic Trading Global Liquidity Partners
Industry Financial Services
Experience
Global Liquidity Partners April 2011 - Present
Cantor Fitzgerald January 2010 - January 2011
Deutsche Bank 2004 - 2009
Credit Suisse First Boston March 1996 - June 2001
Lehman Brothers 1989 - 1996
Goldman Sachs 1986 - 1990
Education
Pace University 1982 — 1986
BBA / Finance
Global Liquidity Partners April 2011 - Present
Cantor Fitzgerald January 2010 - January 2011
Deutsche Bank 2004 - 2009
Credit Suisse First Boston March 1996 - June 2001
Lehman Brothers 1989 - 1996
Goldman Sachs 1986 - 1990
Education
Pace University 1982 — 1986
BBA / Finance
Jason Pollock's Lehman Brothers Experience 2000 - 2005
Job Compliance Director at Société Générale
Industry Financial Services
Experience
Société Générale November 2014 - Present
Goldman Sachs 2006 - October 2014
Barclays Capital 2005 - 2006
Lehman Brothers 2000 - 2005
Skills
Equities, Options, Derivatives, FINRA, High Frequency Trading, Capital Markets, Futures, Electronic Trading, M&A experience, ETFs, Fixed Income, Equity Trading, Trading, Series 7, Securities, Corporate Actions, Series 63, Hedge Funds, Prime Brokerage, Market Data, Settlement, Financial Markets
Education
Pace University 1990 — 1994
Criminal Justice
Société Générale November 2014 - Present
Goldman Sachs 2006 - October 2014
Barclays Capital 2005 - 2006
Lehman Brothers 2000 - 2005
Skills
Equities, Options, Derivatives, FINRA, High Frequency Trading, Capital Markets, Futures, Electronic Trading, M&A experience, ETFs, Fixed Income, Equity Trading, Trading, Series 7, Securities, Corporate Actions, Series 63, Hedge Funds, Prime Brokerage, Market Data, Settlement, Financial Markets
Education
Pace University 1990 — 1994
Criminal Justice
Jess Spota's Lehman Brothers Experience February 2001 - May 2007
Job Implementation Associate, Global Funds Group at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2012 - November 2013
Saratoga Capital LLC December 2009 - May 2012
Lehman Brothers February 2001 - May 2007
Skills
Equities, Trading, Bloomberg, Securities, Hedge Funds, Series 7, Options, Derivatives, Fixed Income, Series 63, Capital Markets, FINRA, Equity Derivatives, Alternative Investments, Portfolio Management, Financial Markets, Risk Management, Electronic Trading, Trading Systems, Equity Trading
Education
Xavier High School 1994 — 1998
Pace University
JPMorgan Chase December 2012 - November 2013
Saratoga Capital LLC December 2009 - May 2012
Lehman Brothers February 2001 - May 2007
Skills
Equities, Trading, Bloomberg, Securities, Hedge Funds, Series 7, Options, Derivatives, Fixed Income, Series 63, Capital Markets, FINRA, Equity Derivatives, Alternative Investments, Portfolio Management, Financial Markets, Risk Management, Electronic Trading, Trading Systems, Equity Trading
Education
Xavier High School 1994 — 1998
Pace University
Donahue Logan's Lehman Brothers Experience 1992 - 2008
Job SENIOR VICE PRESIDENT at Citi
Industry Investment Banking
Experience
Citi May 2011 - Present
Barclays Capital October 2008 - January 2010
Lehman Brothers 1992 - 2008
Skills
Prime Brokerage, Business Analysis, Capital Markets, Derivatives, Equities, Investment Banking, Credit Derivatives, Banking, Fixed Income, Middle Office, Back Office, Bloomberg, Hedge Funds, Securities, Risk Management, Trading Systems, Financial Services, Trading, Portfolio Management, Equity Derivatives, Bonds
Education
Pace University - Lubin School of Business 1994 — 1999
BBA, FINANCE
Citi May 2011 - Present
Barclays Capital October 2008 - January 2010
Lehman Brothers 1992 - 2008
Skills
Prime Brokerage, Business Analysis, Capital Markets, Derivatives, Equities, Investment Banking, Credit Derivatives, Banking, Fixed Income, Middle Office, Back Office, Bloomberg, Hedge Funds, Securities, Risk Management, Trading Systems, Financial Services, Trading, Portfolio Management, Equity Derivatives, Bonds
Education
Pace University - Lubin School of Business 1994 — 1999
BBA, FINANCE
arthur tupper's Lehman Brothers Experience January 1978 - January 1984
Job chief operations officer at Marcum LLP NJ
Industry Accounting
Experience
Marcum LLP-NJ October 2004 - Present
Marcum LLP- formerly RosenfarbWinters, LLC January 2004 - Present
The Ross Companies January 1998 - Present
Salomon/Smith Barney - Public Finance and Municipal Sales & Trading January 1989 - January 1996
Prudential-Bache Securities, Inc January 1984 - January 1985
Lehman Brothers January 1978 - January 1984
Education
Pace University 1973 — 1978
MBA and BBA, Public Accounting
Marcum LLP-NJ October 2004 - Present
Marcum LLP- formerly RosenfarbWinters, LLC January 2004 - Present
The Ross Companies January 1998 - Present
Salomon/Smith Barney - Public Finance and Municipal Sales & Trading January 1989 - January 1996
Prudential-Bache Securities, Inc January 1984 - January 1985
Lehman Brothers January 1978 - January 1984
Education
Pace University 1973 — 1978
MBA and BBA, Public Accounting
Carmela Graci's Lehman Brothers Experience 1989 - 2000
Job Pharma
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb 2011 - Present
Signum Biosciences, Inc. 2008 - 2010
Cornerstone Music Studio 2008 - 2009
Lehman Brothers 1989 - 2000
Skills
Executive Support, Operations Management, Project Management, Space Planning, Events Coordination, Financial Markets, Pharmaceutical Industry, Strategy, Financial Modeling, Budgets, Biotechnology, Management, Data Analysis
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, International Management
Pace University - Lubin School of Business
Bristol-Myers Squibb 2011 - Present
Signum Biosciences, Inc. 2008 - 2010
Cornerstone Music Studio 2008 - 2009
Lehman Brothers 1989 - 2000
Skills
Executive Support, Operations Management, Project Management, Space Planning, Events Coordination, Financial Markets, Pharmaceutical Industry, Strategy, Financial Modeling, Budgets, Biotechnology, Management, Data Analysis
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, International Management
Pace University - Lubin School of Business
Peter Xouris's Lehman Brothers Experience December 2007 - May 2009
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC November 2010 - Present
Pace University September 2009 - May 2010
PwC June 2009 - August 2009
Lehman Brothers December 2007 - May 2009
Skills
Tax Accounting, Accounting, Financial Reporting, SEC filings, Financial Analysis, Corporate Tax, US GAAP, Finance
Education
Pace University 2005 — 2010
BBA/MBA, Accounting
PwC November 2010 - Present
Pace University September 2009 - May 2010
PwC June 2009 - August 2009
Lehman Brothers December 2007 - May 2009
Skills
Tax Accounting, Accounting, Financial Reporting, SEC filings, Financial Analysis, Corporate Tax, US GAAP, Finance
Education
Pace University 2005 — 2010
BBA/MBA, Accounting
Lisa M. Cohn's Lehman Brothers Experience September 2000 - November 2001
Job Ensuring Efficiency as an Executive Assistant, Office Manager, Personal Assistant, Event Planner and HR Professional
Industry Market Research
Experience
Nielsen October 2007 - Present
Silight Lighting Inc December 2001 - September 2007
Lehman Brothers September 2000 - November 2001
Skills
Marketing Research, Nielsen, Market Research, Customer Insight, Advertising Research, Consumer Behaviour, Quantitative Research, Microsoft Office, Travel Management, SAP, Time Management, Outlook, Event Planning, Space-planning, Segmentation, Market Analysis, Competitive Analysis, Competitive Intelligence, Analytics, Budgets, Research, Microsoft Excel, Spreadsheets, Travel Arrangements, Travel Planning, Project Management, Sales, Advertising, Marketing, Integrated Marketing, Online Advertising, Marketing Strategy, CRM, Data Analysis, Digital Marketing, Marketing Communications, Online Research, Management, Focus Groups, Qualitative Research, Analysis, SPSS, Survey Design, Strategy, Media Research, Salesforce.com, Client Services, FMCG, Social Media Measurement, Digital Media
Education
Pace University 1986 — 1992
Bachelor of Business Administration, Marketing; Retail Management
Nielsen October 2007 - Present
Silight Lighting Inc December 2001 - September 2007
Lehman Brothers September 2000 - November 2001
Skills
Marketing Research, Nielsen, Market Research, Customer Insight, Advertising Research, Consumer Behaviour, Quantitative Research, Microsoft Office, Travel Management, SAP, Time Management, Outlook, Event Planning, Space-planning, Segmentation, Market Analysis, Competitive Analysis, Competitive Intelligence, Analytics, Budgets, Research, Microsoft Excel, Spreadsheets, Travel Arrangements, Travel Planning, Project Management, Sales, Advertising, Marketing, Integrated Marketing, Online Advertising, Marketing Strategy, CRM, Data Analysis, Digital Marketing, Marketing Communications, Online Research, Management, Focus Groups, Qualitative Research, Analysis, SPSS, Survey Design, Strategy, Media Research, Salesforce.com, Client Services, FMCG, Social Media Measurement, Digital Media
Education
Pace University 1986 — 1992
Bachelor of Business Administration, Marketing; Retail Management
Rommel Pineda's Lehman Brothers Experience May 2001 - November 2003
Job Senior Tech Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2004 - Present
Lehman Brothers May 2001 - November 2003
Bear Stearns March 1995 - May 2001
Education
Pace University
M.S., Information Systems
Morgan Stanley Smith Barney April 2004 - Present
Lehman Brothers May 2001 - November 2003
Bear Stearns March 1995 - May 2001
Education
Pace University
M.S., Information Systems
Christopher Lando's Lehman Brothers Experience September 1982 - December 1996
Job fixed income account manager at Barclay Investments, Inc.
Industry Financial Services
Experience
Barclay Investments, Inc. June 2005 - Present
UBS Investment Bank May 2003 - September 2004
Barclays Capital January 1997 - February 2003
Lehman Brothers September 1982 - December 1996
Skills
Fixed Income, Trading, Derivatives, Bloomberg, Capital Markets, Hedge Funds, Asset Managment, Investments, Bonds, Rates, Series 7, Emerging Markets, Finance, Series 63, Asset Management, Financial Markets, Proprietary Trading
Education
Pace University 1986 — 1990
MBA, Business Administration
University of Houston 1977 — 1981
Bachelor of Science, Business Administration
Barclay Investments, Inc. June 2005 - Present
UBS Investment Bank May 2003 - September 2004
Barclays Capital January 1997 - February 2003
Lehman Brothers September 1982 - December 1996
Skills
Fixed Income, Trading, Derivatives, Bloomberg, Capital Markets, Hedge Funds, Asset Managment, Investments, Bonds, Rates, Series 7, Emerging Markets, Finance, Series 63, Asset Management, Financial Markets, Proprietary Trading
Education
Pace University 1986 — 1990
MBA, Business Administration
University of Houston 1977 — 1981
Bachelor of Science, Business Administration
Ellen Lektorova's Lehman Brothers Experience 2005 - 2006
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Merrill Lynch May 2006 - September 2009
Lehman Brothers 2005 - 2006
Skills
Internal Audit,...
Education
Pace University 2005 — 2007
Master of Science (MS), Information Technology
White Plains, NY
Morgan Stanley September 2009 - Present
Merrill Lynch May 2006 - September 2009
Lehman Brothers 2005 - 2006
Skills
Internal Audit,...
Education
Pace University 2005 — 2007
Master of Science (MS), Information Technology
White Plains, NY
frank ingrassia's Lehman Brothers Experience December 1998 - July 2004
Job Investment Management Professional
Industry Investment Management
Experience
New York Life Insurance Company April 2014 - Present
APG Asset Management May 2007 - March 2014
Citi August 2004 - April 2007
Lehman Brothers December 1998 - July 2004
Skills
Financial Reporting, Internal Controls, Hedge Funds, Risk Management, Financial Analysis, Strategic Financial..., Data Research, Compliance, Banking, Business Process, Credit, Credit Risk, Executive Management, Finance, Financial Markets, Portfolio Management, Strategy
Education
Pace University - Lubin School of Business 1998 — 2001
Master of Business Administration (MBA), Financial Management
University of North Carolina at Chapel Hill 1994 — 1998
Finance, General
New York Life Insurance Company April 2014 - Present
APG Asset Management May 2007 - March 2014
Citi August 2004 - April 2007
Lehman Brothers December 1998 - July 2004
Skills
Financial Reporting, Internal Controls, Hedge Funds, Risk Management, Financial Analysis, Strategic Financial..., Data Research, Compliance, Banking, Business Process, Credit, Credit Risk, Executive Management, Finance, Financial Markets, Portfolio Management, Strategy
Education
Pace University - Lubin School of Business 1998 — 2001
Master of Business Administration (MBA), Financial Management
University of North Carolina at Chapel Hill 1994 — 1998
Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS