Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Kevin Brady Kevin Brady's Lehman Brothers Experience July 2001 - October 2008
Job TriLakes Regional Manager at Champlain National Bank
Industry Banking
Experience
Champlain National Bank March 2014 - Present
Nomura Securities November 2008 - December 2013
Lehman Brothers July 2001 - October 2008
Deutsche Asset Management September 1999 - July 2001
PanAgora Asset Management April 1995 - September 1999
Skills
Bloomberg, Capital Markets, Fixed Income, Investments, Series 63, Microsoft Excel, Hedge Funds, Finance, Chartered Financial..., Equities, Financial Services
Education
Penn State University 1989 — 1994
Bachelor's Degree, International Business
Champlain National Bank March 2014 - Present
Nomura Securities November 2008 - December 2013
Lehman Brothers July 2001 - October 2008
Deutsche Asset Management September 1999 - July 2001
PanAgora Asset Management April 1995 - September 1999
Skills
Bloomberg, Capital Markets, Fixed Income, Investments, Series 63, Microsoft Excel, Hedge Funds, Finance, Chartered Financial..., Equities, Financial Services
Education
Penn State University 1989 — 1994
Bachelor's Degree, International Business
Anik Jankowski Anik Jankowski's Lehman Brothers Experience July 2004 - March 2008
Job Administrative Assistant
Industry Executive Office
Experience
Lehman Brothers July 2004 - March 2008
Jones Lang LaSalle 1997 - 2002
Skills
German
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
Management
Santa Monica College 2002 — 2005
AA, Liberal Arts
Lehman Brothers July 2004 - March 2008
Jones Lang LaSalle 1997 - 2002
Skills
German
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
Management
Santa Monica College 2002 — 2005
AA, Liberal Arts
Adrienne Bigley Fretz Adrienne Bigley Fretz's Lehman Brothers Experience April 2008 - September 2008
Job Partner at OnPoint HR Solutions
Industry Human Resources
Experience
OnPoint HR Solutions June 2012 - Present
Barclays Capital September 2008 - June 2012
Lehman Brothers April 2008 - September 2008
Deloitte Consulting September 2003 - March 2008
Ion Global 2000 - 2001
OppenheimerFunds 1999 - 2000
PaineWebber February 1997 - January 1999
Gillespie January 1996 - January 1997
Skills
Organizational Design, Talent Management, Organizational..., Performance Management, Change Management, Organizational..., Succession Planning, Workforce Planning, Management Consulting, Leadership Development, Mergers, Employee Engagement, HR Transformation, Acquisition Integration, Human Resources, Onboarding, Strategy, Deferred Compensation, Executive Coaching, Business Strategy, Executive Search
Education
Wharton 2001 — 2003
MBA, Organization Behavior & Change Management
Philadelphia University 1991 — 1995
Bachelor of Science (B.S.), Marketing & Entrepreneurship
OnPoint HR Solutions June 2012 - Present
Barclays Capital September 2008 - June 2012
Lehman Brothers April 2008 - September 2008
Deloitte Consulting September 2003 - March 2008
Ion Global 2000 - 2001
OppenheimerFunds 1999 - 2000
PaineWebber February 1997 - January 1999
Gillespie January 1996 - January 1997
Skills
Organizational Design, Talent Management, Organizational..., Performance Management, Change Management, Organizational..., Succession Planning, Workforce Planning, Management Consulting, Leadership Development, Mergers, Employee Engagement, HR Transformation, Acquisition Integration, Human Resources, Onboarding, Strategy, Deferred Compensation, Executive Coaching, Business Strategy, Executive Search
Education
Wharton 2001 — 2003
MBA, Organization Behavior & Change Management
Philadelphia University 1991 — 1995
Bachelor of Science (B.S.), Marketing & Entrepreneurship
Franklin Keller Franklin Keller's Lehman Brothers Experience 2007 - 2008
Job TMT Analyst at Balyasny Asset Management L.P.
Industry Financial Services
Experience
Balyasny Asset Management L.P. May 2014 - Present
Morgan Stanley September 2013 - Present
Barclays July 2008 - August 2013
Morgan Stanley 2013 - 2013
Lehman Brothers 2007 - 2008
Skills
Series 7, Series 63, Series 86, Series 87, Valuation, Portfolio Management, Financial Modeling
Education
Penn State University 2004 — 2008
B.Sc. (Hons), Finance, Classics & Ancient Mediterranean Studies
Riverside High School
Balyasny Asset Management L.P. May 2014 - Present
Morgan Stanley September 2013 - Present
Barclays July 2008 - August 2013
Morgan Stanley 2013 - 2013
Lehman Brothers 2007 - 2008
Skills
Series 7, Series 63, Series 86, Series 87, Valuation, Portfolio Management, Financial Modeling
Education
Penn State University 2004 — 2008
B.Sc. (Hons), Finance, Classics & Ancient Mediterranean Studies
Riverside High School
Mariel Clemensen Mariel Clemensen's Lehman Brothers Experience January 1992 - January 1994
Job Clemensen Capital Co
Industry Investment Management
Experience
Clemensen Capital Company June 1998 - Present
Tstone Corp 2004 - 2010
Bank of Nova Scotia January 1994 - January 1996
Lehman Brothers January 1992 - January 1994
Citicorp Securities September 1989 - January 1992
Donaldson, Lufkin & Jenrette 1983 - 1989
Capital Group (Capital Research & Captal International) March 1972 - January 1983
Skills
Investments, Private Equity, Investment Banking, Fixed Income, Securities, Capital Markets, Asset Management, Alternative Investments, Investment Strategies, Stocks, Portfolio Management, SOUTH KOREA INVESTMENTS, Due Diligence, Bonds, Finance, Equities
Education
Stanford Business School 1981 — 1982
MS Mgmt, Sloan Fellow
Pitzer College 1970 — 1974
BA, Philosophy
Immaculate Heart High School 1966 — 1970
9-12
Our Lady of Grace Elementary School 1958 — 1966
1-8
Clemensen Capital Company June 1998 - Present
Tstone Corp 2004 - 2010
Bank of Nova Scotia January 1994 - January 1996
Lehman Brothers January 1992 - January 1994
Citicorp Securities September 1989 - January 1992
Donaldson, Lufkin & Jenrette 1983 - 1989
Capital Group (Capital Research & Captal International) March 1972 - January 1983
Skills
Investments, Private Equity, Investment Banking, Fixed Income, Securities, Capital Markets, Asset Management, Alternative Investments, Investment Strategies, Stocks, Portfolio Management, SOUTH KOREA INVESTMENTS, Due Diligence, Bonds, Finance, Equities
Education
Stanford Business School 1981 — 1982
MS Mgmt, Sloan Fellow
Pitzer College 1970 — 1974
BA, Philosophy
Immaculate Heart High School 1966 — 1970
9-12
Our Lady of Grace Elementary School 1958 — 1966
1-8
Kristin Morgan Kristin Morgan's Lehman Brothers Experience May 2008 - August 2008
Job Vice President at INTL FCStone Financial Inc.
Industry Capital Markets
Experience
INTL FCStone Inc. January 2015 - Present
G.X. Clarke & Co June 2009 - December 2014
Lehman Brothers May 2008 - August 2008
Thrivent Financial May 2007 - August 2007
Skills
Series 7, Series 72, Valuation, Bloomberg, Government Agencies, MBS, Series 63, Fixed Income, Securities, Investments, Investment Banking, Asset Allocation, Finance, Portfolio Management, Wealth Management, FINRA
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
Penn State University 2005 — 2009
BS in Finance, Summa Cum Laude, Schreyer Honors College
INTL FCStone Inc. January 2015 - Present
G.X. Clarke & Co June 2009 - December 2014
Lehman Brothers May 2008 - August 2008
Thrivent Financial May 2007 - August 2007
Skills
Series 7, Series 72, Valuation, Bloomberg, Government Agencies, MBS, Series 63, Fixed Income, Securities, Investments, Investment Banking, Asset Allocation, Finance, Portfolio Management, Wealth Management, FINRA
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
Penn State University 2005 — 2009
BS in Finance, Summa Cum Laude, Schreyer Honors College
Kimberly Iannotta, Director Kimberly Iannotta, Director's Lehman Brothers Experience 1999 - 2004
Job Pharmaceutical Sales
Industry Pharmaceuticals
Experience
Royal Bank of Scotland (RBS) October 2008 - April 2013
Merrill Lynch 2006 - 2008
Lehman Brothers 1999 - 2004
Skills
Microsoft Office Suite, Living Disaster..., Recovery Planner, Clearview, X-matters, Dialogics Communication, Disaster Recovery, Microsoft Office, Business Continuity, Data Recovery
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Business Administration (MBA)
St. Josephs College
BS Organizational Management, Business Administration and Management, General
Royal Bank of Scotland (RBS) October 2008 - April 2013
Merrill Lynch 2006 - 2008
Lehman Brothers 1999 - 2004
Skills
Microsoft Office Suite, Living Disaster..., Recovery Planner, Clearview, X-matters, Dialogics Communication, Disaster Recovery, Microsoft Office, Business Continuity, Data Recovery
Education
Pace University - Lubin School of Business 2012 — 2014
Master of Business Administration (MBA)
St. Josephs College
BS Organizational Management, Business Administration and Management, General
Scott Stimpfel's Lehman Brothers Experience 2004 - 2008
Job Associate Dean & Clinical Assistant Professor at NYU School of Professional Studies, Division of Programs in Business
Industry Higher Education
Experience
NYU School of Professional Studies 2015 - Present
NYU Stern School of Business January 2013 - February 2015
University of Pennsylvania 2010 - 2013
The Wharton School May 2011 - May 2012
University of Pennsylvania May 2011 - July 2011
The National Center for Public Policy and Higher Education September 2010 - May 2011
REEO 2007 - 2010
Lehman Brothers 2004 - 2008
Countrywide 2002 - 2004
Education
University of Pennsylvania 2010 — 2013
Doctorate, Educational Leadership
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration, Corporate Finance and Entrepreneurship & Innovation
University of Southern California - Marshall School of Business 2000 — 2002
Bachelor of Science, Business Administration
Pasadena City College 1998 — 2000
NYU School of Professional Studies 2015 - Present
NYU Stern School of Business January 2013 - February 2015
University of Pennsylvania 2010 - 2013
The Wharton School May 2011 - May 2012
University of Pennsylvania May 2011 - July 2011
The National Center for Public Policy and Higher Education September 2010 - May 2011
REEO 2007 - 2010
Lehman Brothers 2004 - 2008
Countrywide 2002 - 2004
Education
University of Pennsylvania 2010 — 2013
Doctorate, Educational Leadership
New York University - Leonard N. Stern School of Business 2007 — 2009
Master of Business Administration, Corporate Finance and Entrepreneurship & Innovation
University of Southern California - Marshall School of Business 2000 — 2002
Bachelor of Science, Business Administration
Pasadena City College 1998 — 2000
Christopher Winans Christopher Winans's Lehman Brothers Experience June 2003 - January 2005
Job EVP, General Manager, NY Office at Hill & Knowlton Strategies
Industry Public Relations and Communications
Experience
Hill & Knowlton Strategies October 2014 - Present
Forward Communication Strategies LLC August 2014 - October 2014
Promontory Financial Group, LLC April 2012 - August 2014
AXA Equitable July 2008 - March 2012
American International Group February 2005 - July 2008
Lehman Brothers June 2003 - January 2005
Williams Capital Group October 2002 - June 2003
Morgan Stanley July 2000 - October 2002
PaineWebber December 1999 - July 2000
A.M. Best Company May 1993 - December 1999
Skills
Equity Research, Public Relations, Insurance, Media Relations, Research, Marketing Communications, Strategic Communications, Strategy, Regulatory Affairs, Press Releases, Policy, Marketing Strategy, Marketing, International Relations, Internal Communications, Financial Services, Financial Reporting, Financial Analysis, Finance, Equities, Crisis Communications, Corporate Communications
Education
Pennsylvania State University 1971 — 1973
BA, English
Hill & Knowlton Strategies October 2014 - Present
Forward Communication Strategies LLC August 2014 - October 2014
Promontory Financial Group, LLC April 2012 - August 2014
AXA Equitable July 2008 - March 2012
American International Group February 2005 - July 2008
Lehman Brothers June 2003 - January 2005
Williams Capital Group October 2002 - June 2003
Morgan Stanley July 2000 - October 2002
PaineWebber December 1999 - July 2000
A.M. Best Company May 1993 - December 1999
Skills
Equity Research, Public Relations, Insurance, Media Relations, Research, Marketing Communications, Strategic Communications, Strategy, Regulatory Affairs, Press Releases, Policy, Marketing Strategy, Marketing, International Relations, Internal Communications, Financial Services, Financial Reporting, Financial Analysis, Finance, Equities, Crisis Communications, Corporate Communications
Education
Pennsylvania State University 1971 — 1973
BA, English
Kris Marin-Pilgrim Kris Marin-Pilgrim's Lehman Brothers Experience September 2002 - March 2006
Job Exhibits/Design Assistant at Liberty Science Center
Industry Nonprofit Organization Management
Experience
Liberty Science Center May 2014 - Present
JESNA January 2012 - June 2013
SmartStream Technologies April 2007 - February 2010
Deloitte March 2006 - April 2007
Lehman Brothers September 2002 - March 2006
Skills
Resume Writing, Management, Event Management, Event Planning, Applicant Tracking..., Talent Acquisition, Microsoft Office, QuickBooks, Public Relations, Recruiting, Human Resources, Program Management, Fundraising, System Administration, Nonprofits, Analysis, Social Networking
Education
Pace University - Lubin School of Business 2003 — 2006
Master's Degree, HR Management
Pace University - Lubin School of Business 1995 — 2000
Bachelor's Degree, Finance
Liberty Science Center May 2014 - Present
JESNA January 2012 - June 2013
SmartStream Technologies April 2007 - February 2010
Deloitte March 2006 - April 2007
Lehman Brothers September 2002 - March 2006
Skills
Resume Writing, Management, Event Management, Event Planning, Applicant Tracking..., Talent Acquisition, Microsoft Office, QuickBooks, Public Relations, Recruiting, Human Resources, Program Management, Fundraising, System Administration, Nonprofits, Analysis, Social Networking
Education
Pace University - Lubin School of Business 2003 — 2006
Master's Degree, HR Management
Pace University - Lubin School of Business 1995 — 2000
Bachelor's Degree, Finance
Nicole Giufurta's Lehman Brothers Experience 1996 - 1999
Job Actively looking for my next wonderful opportunity! Who will my next chapter be with? You?
Industry Financial Services
Experience
Starcom MediaVest Group January 2013 - October 2014
AlpInvest Partners October 2012 - December 2012
SuperSale Advantage March 2007 - September 2012
Moore Capital Management June 2000 - December 2006
Lehman Brothers 1996 - 1999
Skills
Microsoft Word, Microsoft Excel, QuickBooks, World Calss Customer..., Internet Savy, Phone Sales, Internet Sales, Excellent Time..., Demo/Promo Specialist, Microsoft Outlook, Outlook, Travel Management, CRM, SharePoint, Lotus Notes, HR Experience
Education
Passaic County Community College
Associate of Science (A.S.), Health Information Technology, 3.8
Starcom MediaVest Group January 2013 - October 2014
AlpInvest Partners October 2012 - December 2012
SuperSale Advantage March 2007 - September 2012
Moore Capital Management June 2000 - December 2006
Lehman Brothers 1996 - 1999
Skills
Microsoft Word, Microsoft Excel, QuickBooks, World Calss Customer..., Internet Savy, Phone Sales, Internet Sales, Excellent Time..., Demo/Promo Specialist, Microsoft Outlook, Outlook, Travel Management, CRM, SharePoint, Lotus Notes, HR Experience
Education
Passaic County Community College
Associate of Science (A.S.), Health Information Technology, 3.8
Michael D. Underhill Michael D. Underhill's Lehman Brothers Experience 1989 - 1993
Job Chief Investment Officer at Capital Innovations Real Asset Funds. Author of The Handbook of Infrastructure Investing
Industry Investment Management
Experience
Capital Innovations, LLC 2006 - Present
United Nations Principles for Responsible Investment (PRI) Initiative January 2011 - 2012
AllianceBernstein February 2001 - 2004
Invesco 1997 - 2001
Janus Capital Group 1996 - 1997
Federated Investors, Inc. 1993 - 1996
Lehman Brothers 1989 - 1993
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Private Equity, Investment Strategies, Capital Markets, Fixed Income, Asset Management, Bonds, Bloomberg, Risk Management, Trading, Institutional..., Investment Management, Asset Allocation, Pension Funds, Quantitative Analytics, Finance, Trading Strategies, Equity Valuation, Valuation, Investment Advisory, Fund Of Funds, Mutual Funds, Equity Research, Economics, Financial Risk, Securities
Education
Penn State University
BS, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Finance and Financial Management Services
Stanford University Law School
Corporate Governance
Universidad del Salvador
Mercosur Studies
Capital Innovations, LLC 2006 - Present
United Nations Principles for Responsible Investment (PRI) Initiative January 2011 - 2012
AllianceBernstein February 2001 - 2004
Invesco 1997 - 2001
Janus Capital Group 1996 - 1997
Federated Investors, Inc. 1993 - 1996
Lehman Brothers 1989 - 1993
Skills
Investments, Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Private Equity, Investment Strategies, Capital Markets, Fixed Income, Asset Management, Bonds, Bloomberg, Risk Management, Trading, Institutional..., Investment Management, Asset Allocation, Pension Funds, Quantitative Analytics, Finance, Trading Strategies, Equity Valuation, Valuation, Investment Advisory, Fund Of Funds, Mutual Funds, Equity Research, Economics, Financial Risk, Securities
Education
Penn State University
BS, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Finance and Financial Management Services
Stanford University Law School
Corporate Governance
Universidad del Salvador
Mercosur Studies
Jozelyn Davis Jozelyn Davis's Lehman Brothers Experience 1999 - 2002
Job Managing Director at BancLab LLC
Industry Financial Services
Experience
BancLab LLC June 2002 - Present
Lehman Brothers 1999 - 2002
Office of Management and Budget 1994 - 1998
Skills
Fixed Income, Financial Modeling, Capital Markets, Asset Managment, Derivatives, Valuation, Credit Derivatives, Financial Reporting, Credit Risk
Education
Columbia University
PhD, International Economics, Macroeconomics
Johns Hopkins SAIS
Master's Degree, International Economics, Russian & Eastern European Studies
Pepperdine University
BA, International Relations
BancLab LLC June 2002 - Present
Lehman Brothers 1999 - 2002
Office of Management and Budget 1994 - 1998
Skills
Fixed Income, Financial Modeling, Capital Markets, Asset Managment, Derivatives, Valuation, Credit Derivatives, Financial Reporting, Credit Risk
Education
Columbia University
PhD, International Economics, Macroeconomics
Johns Hopkins SAIS
Master's Degree, International Economics, Russian & Eastern European Studies
Pepperdine University
BA, International Relations
William H. McGee William H. McGee's Lehman Brothers Experience 1993 - 1995
Job Board member & M&A consultant
Industry Information Technology and Services
Experience
Ponte Vedra Beach April 2013 - Present
Syniverse Technologies November 2006 - March 2013
EDS 1996 - 2005
Lehman Brothers 1993 - 1995
Dean Witter Reynolds -- now Morgan Stanley 1988 - 1993
Skills
Mergers, Business Strategy, Acquisition Integration, Go-to-market Strategy, Corporate Development, Strategic Alliances, Divestitures, EU Anti-trust Process, Executive Management, Finance, Outsourcing, Mergers & Acquisitions, Investments, Investment Banking, Strategy, Management, Strategic Partnerships, Acquisitions, Product Management, Start-ups, Joint Ventures, Equities, SaaS, Mobile Devices, Business Development, Mobile Technology, Competitive Analysis, Venture Capital, Private Equity, Financial Modeling, Due Diligence, Restructuring, M&A experience
Education
Penn State University 1973 — 1975
MBA, Finance
University of Missouri-Columbia 1969 — 1973
BS, Finance
WT Woodson High School 1967 — 1969
High School degree
Ponte Vedra Beach April 2013 - Present
Syniverse Technologies November 2006 - March 2013
EDS 1996 - 2005
Lehman Brothers 1993 - 1995
Dean Witter Reynolds -- now Morgan Stanley 1988 - 1993
Skills
Mergers, Business Strategy, Acquisition Integration, Go-to-market Strategy, Corporate Development, Strategic Alliances, Divestitures, EU Anti-trust Process, Executive Management, Finance, Outsourcing, Mergers & Acquisitions, Investments, Investment Banking, Strategy, Management, Strategic Partnerships, Acquisitions, Product Management, Start-ups, Joint Ventures, Equities, SaaS, Mobile Devices, Business Development, Mobile Technology, Competitive Analysis, Venture Capital, Private Equity, Financial Modeling, Due Diligence, Restructuring, M&A experience
Education
Penn State University 1973 — 1975
MBA, Finance
University of Missouri-Columbia 1969 — 1973
BS, Finance
WT Woodson High School 1967 — 1969
High School degree
Hal Gross Hal Gross's Lehman Brothers Experience 1992 - 2000
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2011 - Present
Citigroup 2002 - August 2011
Credit Suisse First Boston 2000 - 2002
Lehman Brothers 1992 - 2000
American Express 1986 - 1992
Joseph E. Seagram Sons 1984 - 1986
Joseph E. Seagrams 1984 - 1986
KPMG Main Hurdman 1979 - 1984
Skills
Capital Markets, Auditing, Operational Risk, Fixed Income
Education
Penn State University 1975 — 1979
BS, Accounting
UBS Investment Bank August 2011 - Present
Citigroup 2002 - August 2011
Credit Suisse First Boston 2000 - 2002
Lehman Brothers 1992 - 2000
American Express 1986 - 1992
Joseph E. Seagram Sons 1984 - 1986
Joseph E. Seagrams 1984 - 1986
KPMG Main Hurdman 1979 - 1984
Skills
Capital Markets, Auditing, Operational Risk, Fixed Income
Education
Penn State University 1975 — 1979
BS, Accounting
J.T. Morris J.T. Morris's Lehman Brothers Experience January 2004 - November 2007
Job Commercial Banker at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2012 - Present
JPMorgan Chase November 2007 - May 2012
Lehman Brothers January 2004 - November 2007
Montgomery County January 2002 - December 2003
Skills
Leadership, Selling, Business Development, Sales, Sales Process, Management, Sales Operations, Marketing, Strategic Partnerships, Salesforce.com, New Business Development, Customer Retention, Account Management, Finance, Business Relationship..., Leadership Development, Banking, Outlook, Solution Selling, Training, Budgets, Public Speaking, Start-ups, Credit, Credit Analysis, Sales Presentations, Executive Management, Territory Planning, Mentoring Of Staff, Automotive, Telecommuting, Consultative Selling, Work From Home, Regional Managers, Floorplanning, Commercial Real Estate, Term Loan, Commercial Mortgages, Floor Plans
Education
Penn State University
Business Management
Shippensburg University of Pennsylvania
Bachelor of Arts, Speech Communications
JPMorgan Chase April 2012 - Present
JPMorgan Chase November 2007 - May 2012
Lehman Brothers January 2004 - November 2007
Montgomery County January 2002 - December 2003
Skills
Leadership, Selling, Business Development, Sales, Sales Process, Management, Sales Operations, Marketing, Strategic Partnerships, Salesforce.com, New Business Development, Customer Retention, Account Management, Finance, Business Relationship..., Leadership Development, Banking, Outlook, Solution Selling, Training, Budgets, Public Speaking, Start-ups, Credit, Credit Analysis, Sales Presentations, Executive Management, Territory Planning, Mentoring Of Staff, Automotive, Telecommuting, Consultative Selling, Work From Home, Regional Managers, Floorplanning, Commercial Real Estate, Term Loan, Commercial Mortgages, Floor Plans
Education
Penn State University
Business Management
Shippensburg University of Pennsylvania
Bachelor of Arts, Speech Communications
Archana Viswanath Archana Viswanath's Lehman Brothers Experience May 2007 - August 2007
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2010 - Present
Barclays Capital August 2008 - September 2009
Lehman Brothers May 2007 - August 2007
Wipro Technologies August 2004 - June 2006
Skills
Business Analysis, SDLC, Equities, Investment Banking, Requirements Analysis, Derivatives, Fixed Income, Equity Derivatives
Education
Penn State University 2006 — 2008
Master of Sciences, Computer Science
Goldman Sachs January 2010 - Present
Barclays Capital August 2008 - September 2009
Lehman Brothers May 2007 - August 2007
Wipro Technologies August 2004 - June 2006
Skills
Business Analysis, SDLC, Equities, Investment Banking, Requirements Analysis, Derivatives, Fixed Income, Equity Derivatives
Education
Penn State University 2006 — 2008
Master of Sciences, Computer Science
Matt Marlott Matt Marlott's Lehman Brothers Experience April 2006 - August 2008
Job Associate Program Officer, The Leona M. and Harry B. Helmsley Charitable Trust
Industry Philanthropy
Experience
US Trust June 2012 - July 2014
Merrill Lynch December 2008 - June 2012
Lehman Brothers April 2006 - August 2008
Skills
Philanthropy, Fundraising, Nonprofits, Estate Planning, Strategic Planning, Public Speaking, Strategy, Research, Leadership, Program Management, Event Planning, Social Media, Community Outreach, Event Management, Securities, Policy Analysis, Strategic Communications, Alternative Investments, Grants, Financial Services
Education
The New School 2013 — 2015
Master of Arts (MA), International Affairs - Concentration on Cities and Social Justice
Penn State University 1998 — 2002
2002 Bachelor of Arts, International Politics
US Trust June 2012 - July 2014
Merrill Lynch December 2008 - June 2012
Lehman Brothers April 2006 - August 2008
Skills
Philanthropy, Fundraising, Nonprofits, Estate Planning, Strategic Planning, Public Speaking, Strategy, Research, Leadership, Program Management, Event Planning, Social Media, Community Outreach, Event Management, Securities, Policy Analysis, Strategic Communications, Alternative Investments, Grants, Financial Services
Education
The New School 2013 — 2015
Master of Arts (MA), International Affairs - Concentration on Cities and Social Justice
Penn State University 1998 — 2002
2002 Bachelor of Arts, International Politics
Paul Bogdanovic Paul Bogdanovic's Lehman Brothers Experience June 1999 - July 2005
Job Network Engineer with British Telecom for Novartis
Industry Information Technology and Services
Experience
BT January 2008 - Present
Alcatel-Lucent July 2005 - June 2007
Lehman Brothers June 1999 - July 2005
Skills
11 years experience as..., Firewalls, Data Center, WAN, Cisco Technologies, Switches, Troubleshooting, CCNP, BGP, OSPF, EIGRP, Network Engineering, Routing, Web Development, Network Design, Telecommunications, Wireless, Routers, LAN-WAN, Network Architecture, Cisco IOS, VPN, VLAN, VoIP, IP, TCP/IP, Infrastructure, IT Operations, QoS, Load Balancing, Testing, DNS, DHCP, Networking, Network Administration, CCNA, Network Security
Education
Reed College 1977 — 1982
Bachelor of Arts, English
Pierce College 1980 — 1981
B.A. English, English Literature (British and Commonwealth)
BT January 2008 - Present
Alcatel-Lucent July 2005 - June 2007
Lehman Brothers June 1999 - July 2005
Skills
11 years experience as..., Firewalls, Data Center, WAN, Cisco Technologies, Switches, Troubleshooting, CCNP, BGP, OSPF, EIGRP, Network Engineering, Routing, Web Development, Network Design, Telecommunications, Wireless, Routers, LAN-WAN, Network Architecture, Cisco IOS, VPN, VLAN, VoIP, IP, TCP/IP, Infrastructure, IT Operations, QoS, Load Balancing, Testing, DNS, DHCP, Networking, Network Administration, CCNA, Network Security
Education
Reed College 1977 — 1982
Bachelor of Arts, English
Pierce College 1980 — 1981
B.A. English, English Literature (British and Commonwealth)
Joe Ying's Lehman Brothers Experience August 2006 - November 2007
Job VP at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2013 - Present
Barclays Capital February 2011 - September 2013
Citi Group January 2010 - February 2011
UBS Investment Bank 2008 - December 2009
Deutsche Bank Prime Brokerage- FX trading December 2007 - August 2008
Lehman Brothers August 2006 - November 2007
Deutsche Bank October 2005 - August 2006
Goldman Sachs August 2004 - October 2005
Education
Penn State University 1998 — 2000
MS, Computer Engineering
JPMorgan Chase & Co. September 2013 - Present
Barclays Capital February 2011 - September 2013
Citi Group January 2010 - February 2011
UBS Investment Bank 2008 - December 2009
Deutsche Bank Prime Brokerage- FX trading December 2007 - August 2008
Lehman Brothers August 2006 - November 2007
Deutsche Bank October 2005 - August 2006
Goldman Sachs August 2004 - October 2005
Education
Penn State University 1998 — 2000
MS, Computer Engineering
Sherley Dowling Sherley Dowling's Lehman Brothers Experience 1997 - 2001
Job CAO at Dowling International Marketing
Industry Internet
Experience
Dowling international Marketing 2002 - Present
Lehman Brothers 1997 - 2001
Skills
Management, Administrative..., Public Speaking, Training, Sales, Budgets, Databases, Human Resources, Leadership, Negotiation, Research, Employee Relations, Time Management, Analysis, Customer Service, Social Networking, Nonprofits, Microsoft Office, Event Planning, Team Building, Marketing
Education
Pace University - Lubin School of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dowling international Marketing 2002 - Present
Lehman Brothers 1997 - 2001
Skills
Management, Administrative..., Public Speaking, Training, Sales, Budgets, Databases, Human Resources, Leadership, Negotiation, Research, Employee Relations, Time Management, Analysis, Customer Service, Social Networking, Nonprofits, Microsoft Office, Event Planning, Team Building, Marketing
Education
Pace University - Lubin School of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Isabelle Kenyon Isabelle Kenyon's Lehman Brothers Experience 2008 - 2008
Job Retail VC / Brand Development
Industry Retail
Experience
Burch Creative Capital July 2013 - Present
jane December 2008 - Present
EquaLife Group April 2013 - June 2013
viagogo February 2013 - May 2013
Barclays Capital February 2010 - August 2012
Lehman Brothers 2008 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Business Strategy, Retail, Store Operations, Brand Developement, Brand Development, Management, Marketing, Mergers & Acquisitions, Competitive Analysis, Mandarin, Emerging Markets, E-commerce, Sourcing, Strategy, Private Equity, Venture Capital
Education
University of Pennsylvania 2005 — 2008
BA, East Asian Studies, Cum Laude
Peking University 2008 — 2008
School of Oriental and African Studies, U. of London 2007 — 2007
The Hotchkiss School 2003 — 2005
Burch Creative Capital July 2013 - Present
jane December 2008 - Present
EquaLife Group April 2013 - June 2013
viagogo February 2013 - May 2013
Barclays Capital February 2010 - August 2012
Lehman Brothers 2008 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Business Strategy, Retail, Store Operations, Brand Developement, Brand Development, Management, Marketing, Mergers & Acquisitions, Competitive Analysis, Mandarin, Emerging Markets, E-commerce, Sourcing, Strategy, Private Equity, Venture Capital
Education
University of Pennsylvania 2005 — 2008
BA, East Asian Studies, Cum Laude
Peking University 2008 — 2008
School of Oriental and African Studies, U. of London 2007 — 2007
The Hotchkiss School 2003 — 2005
Kristen Chiriaco's Lehman Brothers Experience 1989 - 2008
Job Financial Professional
Industry Financial Services
Experience
Bay Crest Partners, LLC January 2009 - January 2013
Lehman Brothers 1989 - 2008
Prudential Bache Securities January 1987 - March 1989
Skills
Equities, Series 7, Bonds, Hedge Funds, Securities, Bloomberg, Investments, Fixed Income, Series 63, Electronic Trading, Derivatives, Trading, Capital Markets, Alternative Investments, FINRA
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BS, Business Economics
Bay Crest Partners, LLC January 2009 - January 2013
Lehman Brothers 1989 - 2008
Prudential Bache Securities January 1987 - March 1989
Skills
Equities, Series 7, Bonds, Hedge Funds, Securities, Bloomberg, Investments, Fixed Income, Series 63, Electronic Trading, Derivatives, Trading, Capital Markets, Alternative Investments, FINRA
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Finance
Rutgers University-New Brunswick 1982 — 1986
BS, Business Economics
William M. Omanoff's Lehman Brothers Experience February 2002 - August 2004
Job CCAR expert advisor consultant at Platinion A Boston Consulting Group company
Industry Information Services
Experience
Platinion a Boston Consulting Group company September 2014 - Present
Deutsche Bank January 2014 - August 2014
Morgan Stanley May 2013 - December 2013
Barclays Investment Bank January 2013 - May 2013
JPMorgan Chase January 2012 - December 2012
BNY Mellon January 2010 - December 2011
Olayan Financing Company September 2004 - December 2009
Lehman Brothers February 2002 - August 2004
CIBC October 2000 - January 2002
Skills
Derivatives, Equities, Debt, Trading, Private Equity, Capital Markets, Venture Capital, PMO, Risk Management, Trading Systems, Executive Management, Business Analysis, Order Management, Options, Fixed Income, Investment Banking, Market Data, Portfolio Management, SDLC, Credit Derivatives, Management
Education
Pace University - Lubin School of Business
MBA, Finance / Accounting
Platinion a Boston Consulting Group company September 2014 - Present
Deutsche Bank January 2014 - August 2014
Morgan Stanley May 2013 - December 2013
Barclays Investment Bank January 2013 - May 2013
JPMorgan Chase January 2012 - December 2012
BNY Mellon January 2010 - December 2011
Olayan Financing Company September 2004 - December 2009
Lehman Brothers February 2002 - August 2004
CIBC October 2000 - January 2002
Skills
Derivatives, Equities, Debt, Trading, Private Equity, Capital Markets, Venture Capital, PMO, Risk Management, Trading Systems, Executive Management, Business Analysis, Order Management, Options, Fixed Income, Investment Banking, Market Data, Portfolio Management, SDLC, Credit Derivatives, Management
Education
Pace University - Lubin School of Business
MBA, Finance / Accounting
Jin Chang Li Jin Chang Li's Lehman Brothers Experience October 2005 - March 2007
Job Vice President at BNP Paribas
Industry Banking
Experience
BNP Paribas August 2008 - Present
Dubai Investment Group July 2007 - June 2008
Lehman Brothers October 2005 - March 2007
ABN AMRO October 2004 - October 2005
Barclays Capital July 1998 - October 2004
Skills
Analysis, Equities, Equity Derivatives, Finance, Forecasting, Financial Reporting, Investment Banking, Management, Microsoft Excel, Banking, Capital Markets, Derivatives, Financial Analysis, Financial Modeling, Risk Management
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Accounting
BNP Paribas August 2008 - Present
Dubai Investment Group July 2007 - June 2008
Lehman Brothers October 2005 - March 2007
ABN AMRO October 2004 - October 2005
Barclays Capital July 1998 - October 2004
Skills
Analysis, Equities, Equity Derivatives, Finance, Forecasting, Financial Reporting, Investment Banking, Management, Microsoft Excel, Banking, Capital Markets, Derivatives, Financial Analysis, Financial Modeling, Risk Management
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Accounting
Raiford C Cockfield III Raiford C Cockfield III's Lehman Brothers Experience July 2003 - July 2005
Job Director APAC Partnerships at Twitch
Industry International Trade and Development
Experience
Twitch September 2015 - Present
JENO RD/VillasPuntaCana July 2014 - June 2015
eBay Inc December 2012 - May 2014
Altruistic Consulting Limited July 2009 - August 2012
Lehman Brothers Real Estate Private Equity January 2007 - January 2009
Citi May 2006 - August 2006
Lehman Brothers July 2003 - July 2005
Lehman Brothers July 2001 - July 2003
Skills
Private Equity, Entrepreneurship, Investments, Business Strategy, Investment Banking, Finance, Financial Modeling, Venture Capital, Valuation, Due Diligence, Emerging Markets, Start-ups, Corporate Development, Angel Investing, Capital Raising, Asset Management, Strategy, Restructuring, Management Consulting, Corporate Finance, Growth Capital, HTML, CSS
Education
Stanford University Graduate School of Business 2005 — 2007
MBA, Business/Commerce, General
Wesleyan University 1997 — 2001
BA, Government
Peking University
Intensive Language Study, Chinese Language and Literature
Twitch September 2015 - Present
JENO RD/VillasPuntaCana July 2014 - June 2015
eBay Inc December 2012 - May 2014
Altruistic Consulting Limited July 2009 - August 2012
Lehman Brothers Real Estate Private Equity January 2007 - January 2009
Citi May 2006 - August 2006
Lehman Brothers July 2003 - July 2005
Lehman Brothers July 2001 - July 2003
Skills
Private Equity, Entrepreneurship, Investments, Business Strategy, Investment Banking, Finance, Financial Modeling, Venture Capital, Valuation, Due Diligence, Emerging Markets, Start-ups, Corporate Development, Angel Investing, Capital Raising, Asset Management, Strategy, Restructuring, Management Consulting, Corporate Finance, Growth Capital, HTML, CSS
Education
Stanford University Graduate School of Business 2005 — 2007
MBA, Business/Commerce, General
Wesleyan University 1997 — 2001
BA, Government
Peking University
Intensive Language Study, Chinese Language and Literature
Robert Croke Robert Croke's Lehman Brothers Experience 2007 - 2008
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman August 2000 - Present
Lehman Brothers 2007 - 2008
Verizon Investment Management August 1989 - August 2000
Skills
Series 7, Series 63, Series 65
Education
Pace University - Lubin School of Business 1993 — 1997
MBA, Investment Management
Villanova University 1985 — 1989
BS, Business Administration
Neuberger Berman August 2000 - Present
Lehman Brothers 2007 - 2008
Verizon Investment Management August 1989 - August 2000
Skills
Series 7, Series 63, Series 65
Education
Pace University - Lubin School of Business 1993 — 1997
MBA, Investment Management
Villanova University 1985 — 1989
BS, Business Administration
Tushar Manglik's Lehman Brothers Experience March 2005 - June 2006
Job FI Pricing S&P Capital IQ
Industry Information Technology and Services
Experience
S&P Capital IQ 2013 - Present
Barclays Capital June 2006 - December 2013
Lehman Brothers March 2005 - June 2006
NYU School of Medicine August 2002 - March 2005
Viatronix May 2001 - August 2002
Skills
Fixed Income, Sybase, C++, Derivatives, Java, SQL, Trading Systems, Business Analysis, Unix, Investment Banking, Equities, SDLC, Project Management, Leadership, Software Development, Credit Derivatives, Agile Methodologies, Market Data, Capital Markets, Software Project...
Education
Stony Brook University
Master's Degree, Computer Science
Pandit Ravishankar Shukla University 1996 — 2000
Bachelors, Engineering
Jawaharlal Nehru Higher Senior Secondry School, Bhopal, India
Delhi Public School - Haridwar
S&P Capital IQ 2013 - Present
Barclays Capital June 2006 - December 2013
Lehman Brothers March 2005 - June 2006
NYU School of Medicine August 2002 - March 2005
Viatronix May 2001 - August 2002
Skills
Fixed Income, Sybase, C++, Derivatives, Java, SQL, Trading Systems, Business Analysis, Unix, Investment Banking, Equities, SDLC, Project Management, Leadership, Software Development, Credit Derivatives, Agile Methodologies, Market Data, Capital Markets, Software Project...
Education
Stony Brook University
Master's Degree, Computer Science
Pandit Ravishankar Shukla University 1996 — 2000
Bachelors, Engineering
Jawaharlal Nehru Higher Senior Secondry School, Bhopal, India
Delhi Public School - Haridwar
Liz Baldwin Liz Baldwin's Lehman Brothers Experience 1996 - 2001
Job Marketing Director
Industry Nonprofit Organization Management
Experience
Girls on the Run Delaware January 2008 - Present
Lehman Brothers 1996 - 2001
Four Seasons Hotels and Resorts 1986 - 1996
Skills
Event Planning, Social Media, Marketing, Event Management, Public Relations, Sales, Non-profits, Social Media Marketing, Fundraising, Marketing Strategy, Nonprofits, Marketing Communications, Social Networking, Media Relations, Advertising, Email Marketing
Education
Penn State University 1984 — 1986
BS, Hotel Restaurant Institutional Management
Rollins College 1982 — 1984
Girls on the Run Delaware January 2008 - Present
Lehman Brothers 1996 - 2001
Four Seasons Hotels and Resorts 1986 - 1996
Skills
Event Planning, Social Media, Marketing, Event Management, Public Relations, Sales, Non-profits, Social Media Marketing, Fundraising, Marketing Strategy, Nonprofits, Marketing Communications, Social Networking, Media Relations, Advertising, Email Marketing
Education
Penn State University 1984 — 1986
BS, Hotel Restaurant Institutional Management
Rollins College 1982 — 1984
Marguerite M Moore's Lehman Brothers Experience 1983 - 1994
Job Adjunct Assistant Professor at Farmingdale State College School of Business
Industry Information Technology and Services
Experience
Farmingdale State College School of Business August 2014 - Present
Fashion Institute of Technology 1999 - Present
CIS Technology Solutions March 2010 - June 2012
The Arabic Channel 1998 - 2010
Polytechnic Institute of New York University September 1999 - January 2002
Lehman Brothers 1983 - 1994
Skills
Entrepreneurship, Microsoft Excel, Management Consulting, Management, Project Management, Marketing, Research, Executive Management, Public Speaking, Time Management, Operations Management, Strategic Planning, Leadership, Mergers & Acquisitions, Leadership Development, Business Intelligence
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Finance
Farmingdale State College School of Business August 2014 - Present
Fashion Institute of Technology 1999 - Present
CIS Technology Solutions March 2010 - June 2012
The Arabic Channel 1998 - 2010
Polytechnic Institute of New York University September 1999 - January 2002
Lehman Brothers 1983 - 1994
Skills
Entrepreneurship, Microsoft Excel, Management Consulting, Management, Project Management, Marketing, Research, Executive Management, Public Speaking, Time Management, Operations Management, Strategic Planning, Leadership, Mergers & Acquisitions, Leadership Development, Business Intelligence
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Finance
Joseph Irace Joseph Irace's Lehman Brothers Experience April 1993 - November 1996
Job Vice President Senior Portfolio Manager at Dreyfus Corporation
Industry Financial Services
Experience
Borough of Oceanport January 2008 - Present
Dreyfus Corporation November 1996 - Present
Lehman Brothers April 1993 - November 1996
Chemical Bank 1990 - 1993
Bankers Trust 1987 - 1990
Skills
Securities, Investments, Mutual Funds, Portfolio Management, Fixed Income, Local Government, Wealth Management, Asset Managment, Investment Strategies, Bonds, Bloomberg, Financial Services, Asset Allocation, Cash Management, Investment Management, Capital Markets, Trading, Finance, Financial Markets, Municipalities, Money Market, Community Outreach, Asset Management
Education
Pace University - Lubin School of Business 1984 — 1987
BBA, Marketing
Borough of Oceanport January 2008 - Present
Dreyfus Corporation November 1996 - Present
Lehman Brothers April 1993 - November 1996
Chemical Bank 1990 - 1993
Bankers Trust 1987 - 1990
Skills
Securities, Investments, Mutual Funds, Portfolio Management, Fixed Income, Local Government, Wealth Management, Asset Managment, Investment Strategies, Bonds, Bloomberg, Financial Services, Asset Allocation, Cash Management, Investment Management, Capital Markets, Trading, Finance, Financial Markets, Municipalities, Money Market, Community Outreach, Asset Management
Education
Pace University - Lubin School of Business 1984 — 1987
BBA, Marketing
matthew johnson matthew johnson's Lehman Brothers Experience January 2006 - September 2008
Job Senior Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Barclays Investment Bank June 2012 - September 2013
Barclays Investment Bank September 2008 - June 2012
Lehman Brothers January 2006 - September 2008
Lehman Brothers January 2002 - December 2005
Lehman Brothers January 2000 - January 2002
Lehman Brothers September 1994 - January 2000
Smith Barney January 1993 - June 1994
Smith Barney January 1992 - January 1993
Morgan Stanley January 1991 - January 1992
Skills
Equities, Capital Markets, Investment Banking, Management, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Products, Equity Derivatives, Trading Systems, Electronic Trading, Bloomberg, FX Options, Options, Trading, Risk Management, Equity Trading, Prime Brokerage, Alternative Investments
Education
Penn State University 1983 — 1989
Bachelor of Arts (BA), MBA
Guggenheim Partners September 2014 - Present
Barclays Investment Bank June 2012 - September 2013
Barclays Investment Bank September 2008 - June 2012
Lehman Brothers January 2006 - September 2008
Lehman Brothers January 2002 - December 2005
Lehman Brothers January 2000 - January 2002
Lehman Brothers September 1994 - January 2000
Smith Barney January 1993 - June 1994
Smith Barney January 1992 - January 1993
Morgan Stanley January 1991 - January 1992
Skills
Equities, Capital Markets, Investment Banking, Management, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Products, Equity Derivatives, Trading Systems, Electronic Trading, Bloomberg, FX Options, Options, Trading, Risk Management, Equity Trading, Prime Brokerage, Alternative Investments
Education
Penn State University 1983 — 1989
Bachelor of Arts (BA), MBA
Bobbi Sue Palmer Bobbi Sue Palmer's Lehman Brothers Experience October 2005 - November 2008
Job Clinical Development at United Therapeutics
Industry Pharmaceuticals
Experience
United Therapeutics August 2010 - Present
Lehman Brothers October 2005 - November 2008
Education
Penn State University
United Therapeutics August 2010 - Present
Lehman Brothers October 2005 - November 2008
Education
Penn State University
James Ramsay James Ramsay's Lehman Brothers Experience April 2000 - April 2007
Job President at PJP Consulting, LLC
Industry Financial Services
Experience
WSNE/Deutsche Bank April 2014 - Present
PJP Consulting, LLC January 2011 - Present
Citi April 2012 - March 2014
Credit Suisse April 2007 - May 2011
Lehman Brothers April 2000 - April 2007
Lehman Brothers Inc. 1999 - April 2007
Skills
Alternative Investments, Hedge Funds, Fixed Income, Prime Brokerage, Trading Systems, Electronic Trading, Derivatives, Risk Management, Equities, FX Options, Series 7, Reference Data, ETFs, Operational Risk..., Operational Risk, Corporate Actions, Back Office, Securities Lending, Equity Trading, Securities, Bloomberg, Trading, Financial Markets, Middle Office, Capital Markets, Investment Banking, Options
Education
Penn State University 1982 — 1986
BS, Computer Science/Mathematics
WSNE/Deutsche Bank April 2014 - Present
PJP Consulting, LLC January 2011 - Present
Citi April 2012 - March 2014
Credit Suisse April 2007 - May 2011
Lehman Brothers April 2000 - April 2007
Lehman Brothers Inc. 1999 - April 2007
Skills
Alternative Investments, Hedge Funds, Fixed Income, Prime Brokerage, Trading Systems, Electronic Trading, Derivatives, Risk Management, Equities, FX Options, Series 7, Reference Data, ETFs, Operational Risk..., Operational Risk, Corporate Actions, Back Office, Securities Lending, Equity Trading, Securities, Bloomberg, Trading, Financial Markets, Middle Office, Capital Markets, Investment Banking, Options
Education
Penn State University 1982 — 1986
BS, Computer Science/Mathematics
Jessie Zhu-Huang, CPA Jessie Zhu-Huang, CPA's Lehman Brothers Experience October 2007 - October 2008
Job Corporate Controller at Pershing Square Capital Management
Industry Investment Management
Experience
Pershing Square Capital Management February 2013 - Present
Och-Ziff Capital Management August 2011 - January 2013
Cadogan Management LLC October 2008 - August 2011
Lehman Brothers October 2007 - October 2008
Grant Thornton LLP September 2005 - October 2007
Skills
Financial Reporting, Financial Analysis, Financial Forecasting, Department Budgeting, Budget P&L, Financial Variance..., PeopleSoft, Financial Audits, QuickBooks, Microsoft Office, Business Ethics, P&L Analysis, Multi Tasking, Problem Solving, Mandarin, Cantonese, Accounting, Auditing, Internal Controls, Valuation, Sarbanes-Oxley Act, Variance Analysis, Financial Statements, Accounts Payable, Hedge Funds, Internal Audit
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Magna cum laude, Accounting
Pershing Square Capital Management February 2013 - Present
Och-Ziff Capital Management August 2011 - January 2013
Cadogan Management LLC October 2008 - August 2011
Lehman Brothers October 2007 - October 2008
Grant Thornton LLP September 2005 - October 2007
Skills
Financial Reporting, Financial Analysis, Financial Forecasting, Department Budgeting, Budget P&L, Financial Variance..., PeopleSoft, Financial Audits, QuickBooks, Microsoft Office, Business Ethics, P&L Analysis, Multi Tasking, Problem Solving, Mandarin, Cantonese, Accounting, Auditing, Internal Controls, Valuation, Sarbanes-Oxley Act, Variance Analysis, Financial Statements, Accounts Payable, Hedge Funds, Internal Audit
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, Magna cum laude, Accounting
Mary Archey Mary Archey's Lehman Brothers Experience August 1991 - May 1996
Job Project Manager, Database Systems
Industry Information Technology and Services
Experience
Interval International May 1996 - July 1999
Lehman Brothers August 1991 - May 1996
CSX (SeaLand) January 1991 - August 1991
Pan American World Airlines May 1988 - January 1991
American Management Systems (AMS) August 1987 - May 1988
U.S.M.C. August 1981 - August 1987
Skills
Team Building, Database Administration, Databases, Strategic Planning, IT Strategy, Disaster Recovery, Vendor Management, Business Analysis, SDLC, Project Management, Process Improvement, Integration, Leadership, Microsoft Office, IT Management, Requirements Analysis, Program Management, Security, Business Intelligence
Education
Park University 1982 — 1985
Bachelor of Science, Management/Computer Information Systems
Waterville High School 1975 — 1979
Interval International May 1996 - July 1999
Lehman Brothers August 1991 - May 1996
CSX (SeaLand) January 1991 - August 1991
Pan American World Airlines May 1988 - January 1991
American Management Systems (AMS) August 1987 - May 1988
U.S.M.C. August 1981 - August 1987
Skills
Team Building, Database Administration, Databases, Strategic Planning, IT Strategy, Disaster Recovery, Vendor Management, Business Analysis, SDLC, Project Management, Process Improvement, Integration, Leadership, Microsoft Office, IT Management, Requirements Analysis, Program Management, Security, Business Intelligence
Education
Park University 1982 — 1985
Bachelor of Science, Management/Computer Information Systems
Waterville High School 1975 — 1979
Tony Stucchio's Lehman Brothers Experience August 1988 - September 2008
Job Managing Director Chief Operations Officer at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank Securities January 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers August 1988 - September 2008
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Corporate Finance
St. Francis College 1977 — 1981
BS, Accounting
St. Francis College 1977 — 1981
Deutsche Bank Securities January 2009 - Present
Barclays Capital September 2008 - January 2009
Lehman Brothers August 1988 - September 2008
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Corporate Finance
St. Francis College 1977 — 1981
BS, Accounting
St. Francis College 1977 — 1981
Joseph Puliafico Joseph Puliafico's Lehman Brothers Experience May 2007 - March 2008
Job Director, Senior Equity Finance Trader at Societe Generale
Industry Financial Services
Experience
Societe Generale June 2010 - Present
Natixis North America May 2008 - June 2010
Lehman Brothers May 2007 - March 2008
Lehman Brothers May 2006 - May 2007
Lehman Brothers December 2005 - May 2006
Lehman Brothers September 2000 - December 2005
Skills
Financial Modeling, Equity Trading, Securities Lending, Prime Brokerage, Equities, Structured Products, Asset Allocation, Mutual Funds, Alternative Investments, Banking, Electronic Trading, Settlement
Education
Penn State University 1995 — 2000
B.S, Business Administration and Management, General
Manhasset High School 1991 — 1995
Societe Generale June 2010 - Present
Natixis North America May 2008 - June 2010
Lehman Brothers May 2007 - March 2008
Lehman Brothers May 2006 - May 2007
Lehman Brothers December 2005 - May 2006
Lehman Brothers September 2000 - December 2005
Skills
Financial Modeling, Equity Trading, Securities Lending, Prime Brokerage, Equities, Structured Products, Asset Allocation, Mutual Funds, Alternative Investments, Banking, Electronic Trading, Settlement
Education
Penn State University 1995 — 2000
B.S, Business Administration and Management, General
Manhasset High School 1991 — 1995
Diane van Lanen Diane van Lanen's Lehman Brothers Experience August 2000 - November 2000
Job CoFounder at PatchMommy
Industry Retail
Experience
PatchMommy January 2013 - Present
Ernst & Young November 2002 - April 2012
UBS Investment Bank September 2002 - November 2002
CreativEvents December 2000 - February 2002
Lehman Brothers August 2000 - November 2000
Capital Group March 1994 - July 2000
Rockefeller, Rothschild & Steele September 1992 - February 1994
Nordstrom September 1991 - August 1992
Security Pacific Bank June 1989 - August 1991
Skills
Management Consulting, Equity Research, Investments, Business Transformation, Management, Due Diligence
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (B.S.), Management
PatchMommy January 2013 - Present
Ernst & Young November 2002 - April 2012
UBS Investment Bank September 2002 - November 2002
CreativEvents December 2000 - February 2002
Lehman Brothers August 2000 - November 2000
Capital Group March 1994 - July 2000
Rockefeller, Rothschild & Steele September 1992 - February 1994
Nordstrom September 1991 - August 1992
Security Pacific Bank June 1989 - August 1991
Skills
Management Consulting, Equity Research, Investments, Business Transformation, Management, Due Diligence
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (B.S.), Management
Lianne Deveau Lianne Deveau's Lehman Brothers Experience 2006 - 2008
Job Human Resources Director
Industry Online Media
Experience
MediaMath December 2008 - Present
Yahoo! July 2008 - December 2008
Lehman Brothers 2006 - 2008
Garden City Hotel 2005 - 2006
Garden City Hotel 2004 - 2005
Skills
Online Advertising
Education
Plymouth State University 1998 — 2002
BS, Business Administration
MediaMath December 2008 - Present
Yahoo! July 2008 - December 2008
Lehman Brothers 2006 - 2008
Garden City Hotel 2005 - 2006
Garden City Hotel 2004 - 2005
Skills
Online Advertising
Education
Plymouth State University 1998 — 2002
BS, Business Administration
Julie Ann Probst's Lehman Brothers Experience August 2007 - 2009
Job Realtor at Keller Williams Realty, Jupiter Florida
Industry Real Estate
Experience
Keller Williams Realty Jupiter March 2010 - Present
Lehman Brothers August 2007 - 2009
Comerica Bank 2005 - 2007
Skills
Short Sales, Relocation, Real Estate, Investment Properties, Residential Homes, Buyer Representation, Brokerage, Luxury, Investors, New Home Sales, New Homes, First Time Home Buyers, Selling, Property Management, Property, Sellers, Listings, Real Estate Transactions, Foreclosures, Sales, First Time Home Sellers, Real Property, Condos, Buyers, Referrals, REO, Single Family Homes, Waterfront, SFR, Move Up Buyers, Residential, Listing Homes, Relocation Buyers, Networking, Finance
Education
Palm Beach Atlantic University
Bachelor of Science in Organizational Management, Overview of Organizational Management and Leadership, Global Management & Organizational Conflict
American Bankers Association Trust School in Tampa, FL 2006 — 2006
Overview of Account Administration, Fiduciary Law, Compliance and Tax & Estate Planning
International Association of Protocol Consultants (IAPC), Washington, DC 2004 — 2004
Master Trainer in Mastering International Protocol, Civility and Leadership Training
The Ivor Spencer International School in London, England 2005 — 2005
Certification in Butler Administration and Estate Management.
Protocol School of Washington, Portland, Maine 2004 — 2004
Master Trainer Certification in Protocol & Business Etiquette Services – ACCET Accreditation
Gold Coast School of Real Estate, Boca Raton, FL. 2004 — 2004
Real Estate License, Realtor
Keller Williams Realty Jupiter March 2010 - Present
Lehman Brothers August 2007 - 2009
Comerica Bank 2005 - 2007
Skills
Short Sales, Relocation, Real Estate, Investment Properties, Residential Homes, Buyer Representation, Brokerage, Luxury, Investors, New Home Sales, New Homes, First Time Home Buyers, Selling, Property Management, Property, Sellers, Listings, Real Estate Transactions, Foreclosures, Sales, First Time Home Sellers, Real Property, Condos, Buyers, Referrals, REO, Single Family Homes, Waterfront, SFR, Move Up Buyers, Residential, Listing Homes, Relocation Buyers, Networking, Finance
Education
Palm Beach Atlantic University
Bachelor of Science in Organizational Management, Overview of Organizational Management and Leadership, Global Management & Organizational Conflict
American Bankers Association Trust School in Tampa, FL 2006 — 2006
Overview of Account Administration, Fiduciary Law, Compliance and Tax & Estate Planning
International Association of Protocol Consultants (IAPC), Washington, DC 2004 — 2004
Master Trainer in Mastering International Protocol, Civility and Leadership Training
The Ivor Spencer International School in London, England 2005 — 2005
Certification in Butler Administration and Estate Management.
Protocol School of Washington, Portland, Maine 2004 — 2004
Master Trainer Certification in Protocol & Business Etiquette Services – ACCET Accreditation
Gold Coast School of Real Estate, Boca Raton, FL. 2004 — 2004
Real Estate License, Realtor
Jesse Schraft's Lehman Brothers Experience October 2004 - October 2005
Job Investments Analyst at Single Family Office
Industry Investment Management
Experience
Single Family Office August 2013 - Present
Willet Irving June 2008 - Present
SunMoon Capital Management, LLC April 2014 - May 2015
BBVA November 2011 - July 2012
BBVA December 2010 - December 2011
Macquarie Bank October 2007 - April 2008
Morgan Stanley October 2005 - October 2007
Lehman Brothers October 2004 - October 2005
Ernst & Young January 2003 - October 2004
GE Power Conversion August 2002 - January 2003
Skills
Fixed Income Strategies, Derivatives, Financial Structuring, Business Modeling, Venture Capital, Startup Development, Accounting, Investment Strategies, Capital Markets, Fixed Income, Trading, Investments, Structured Products, Asset Management, Hedge Funds, Options, Investment Management
Education
Penn State University 1999 — 2003
Bachelor's degree, Accounting and Finance
Single Family Office August 2013 - Present
Willet Irving June 2008 - Present
SunMoon Capital Management, LLC April 2014 - May 2015
BBVA November 2011 - July 2012
BBVA December 2010 - December 2011
Macquarie Bank October 2007 - April 2008
Morgan Stanley October 2005 - October 2007
Lehman Brothers October 2004 - October 2005
Ernst & Young January 2003 - October 2004
GE Power Conversion August 2002 - January 2003
Skills
Fixed Income Strategies, Derivatives, Financial Structuring, Business Modeling, Venture Capital, Startup Development, Accounting, Investment Strategies, Capital Markets, Fixed Income, Trading, Investments, Structured Products, Asset Management, Hedge Funds, Options, Investment Management
Education
Penn State University 1999 — 2003
Bachelor's degree, Accounting and Finance
Michael Chuang Michael Chuang's Lehman Brothers Experience September 1999 - July 2006
Job Founder and CEO iTB Holdings Inc.
Industry Financial Services
Experience
iTB Holdings Inc March 2008 - Present
UBS Investment Bank September 2006 - March 2008
Lehman Brothers September 1999 - July 2006
Skills
Fixed Income, Electronic Trading, Capital Markets, Entrepreneurship, Bonds, Asset Managment, Derivatives, Equities, Hedge Funds, Trading, Portfolio Management, Financial Markets, Investments, Venture Capital, Asset Management, Private Equity, Investment Banking, Leveraged Finance
Education
Penn State University 1994 — 1998
finance and international business
quince orchard
iTB Holdings Inc March 2008 - Present
UBS Investment Bank September 2006 - March 2008
Lehman Brothers September 1999 - July 2006
Skills
Fixed Income, Electronic Trading, Capital Markets, Entrepreneurship, Bonds, Asset Managment, Derivatives, Equities, Hedge Funds, Trading, Portfolio Management, Financial Markets, Investments, Venture Capital, Asset Management, Private Equity, Investment Banking, Leveraged Finance
Education
Penn State University 1994 — 1998
finance and international business
quince orchard
Kim I. Hekking Kim I. Hekking's Lehman Brothers Experience 1988 - 1989
Job Senior Vice President, Client Service at Shenkman Capital Management
Industry Investment Management
Experience
Shenkman Capital Management February 1989 - Present
Lehman Brothers 1988 - 1989
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Equities, Bloomberg, Fixed Income, Financial Modeling, Private Equity, Financial Services, Capital Markets, Valuation, Sales, Management, Series 7, Trading, Securities, Asset Management
Education
Plymouth State University 1984 — 1988
BA, Marketing
Shenkman Capital Management February 1989 - Present
Lehman Brothers 1988 - 1989
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Equities, Bloomberg, Fixed Income, Financial Modeling, Private Equity, Financial Services, Capital Markets, Valuation, Sales, Management, Series 7, Trading, Securities, Asset Management
Education
Plymouth State University 1984 — 1988
BA, Marketing
Vince Herman Vince Herman's Lehman Brothers Experience September 1990 - April 1996
Job Executive Director, Financial Products at Balance Sheet Solutions, LLC
Industry Financial Services
Experience
Balance Sheet Solutions, LLC 2011 - July 2012
WesCorp July 2005 - May 2011
Bank One September 1997 - March 2004
NationsBank CRT May 1996 - September 1997
Lehman Brothers September 1990 - April 1996
Bankers Trust June 1987 - September 1990
Education
Pennsylvania State University 1983 — 1987
BS, Finance, with concentrations in Economics, Marketing
Balance Sheet Solutions, LLC 2011 - July 2012
WesCorp July 2005 - May 2011
Bank One September 1997 - March 2004
NationsBank CRT May 1996 - September 1997
Lehman Brothers September 1990 - April 1996
Bankers Trust June 1987 - September 1990
Education
Pennsylvania State University 1983 — 1987
BS, Finance, with concentrations in Economics, Marketing
Jacqueline Volkman Wise Jacqueline Volkman Wise's Lehman Brothers Experience June 2001 - August 2001
Job Assistant Professor at Temple University
Industry Higher Education
Experience
Temple University July 2011 - Present
The Wharton School, University of Pennsylvania June 2010 - July 2011
Fordham University 2007 - 2011
Lehman Brothers June 2001 - August 2001
Boston University June 2000 - August 2000
Skills
Statistics, Research, SPSS, Higher Education, University Teaching, Analysis, Economics, Qualitative Research, Lecturing, Teaching, Stata, Student Development, Data Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2007
Ph.D. & A.M., Managerial Science and Applied Economics
Penn State University 1998 — 2002
B.S., Mathematics and Economics
Brandywine High School 1994 — 1998
Temple University July 2011 - Present
The Wharton School, University of Pennsylvania June 2010 - July 2011
Fordham University 2007 - 2011
Lehman Brothers June 2001 - August 2001
Boston University June 2000 - August 2000
Skills
Statistics, Research, SPSS, Higher Education, University Teaching, Analysis, Economics, Qualitative Research, Lecturing, Teaching, Stata, Student Development, Data Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2007
Ph.D. & A.M., Managerial Science and Applied Economics
Penn State University 1998 — 2002
B.S., Mathematics and Economics
Brandywine High School 1994 — 1998
Dean Ferrin Dean Ferrin's Lehman Brothers Experience April 2006 - August 2007
Job Senior Consultant
Industry Management Consulting
Experience
Merchants Acceptance Corporation 2014 - Present
First Savings Bank Northwest 2011 - Present
Bank of America 2011 - 2011
Designtek ONE 2010 - 2011
Pacific Pulmonary Services January 2008 - February 2010
Lehman Brothers April 2006 - August 2007
Option One Mortgage December 2004 - April 2006
LONG BEACH MORTGAGE/WASHINGTON MUTUAL January 2001 - January 2004
SAXON MORTGAGE January 1998 - January 2001
Skills
Process Improvement, Project Management, Business Development, Relationship Management, Product Development, Balanced Scorecard, Cost Accounting, Credit, Mortgage Lending, Risk Management, Sales Management, Strategic Planning, Loans, Banking, Forecasting, Sales, Leadership, CRM, Management, Negotiation, Team Building, Training, Budgets, Performance Management, Strategy, Portfolio Management, Marketing, Operations Management, Sales Operations, Underwriting, Financial Risk, Due Diligence, Financial Analysis, Executive Management
Education
Pepperdine University 1988 — 1992
Bachelor of Science, Management
Bellevue College 2010 — 2011
Project Management
Merchants Acceptance Corporation 2014 - Present
First Savings Bank Northwest 2011 - Present
Bank of America 2011 - 2011
Designtek ONE 2010 - 2011
Pacific Pulmonary Services January 2008 - February 2010
Lehman Brothers April 2006 - August 2007
Option One Mortgage December 2004 - April 2006
LONG BEACH MORTGAGE/WASHINGTON MUTUAL January 2001 - January 2004
SAXON MORTGAGE January 1998 - January 2001
Skills
Process Improvement, Project Management, Business Development, Relationship Management, Product Development, Balanced Scorecard, Cost Accounting, Credit, Mortgage Lending, Risk Management, Sales Management, Strategic Planning, Loans, Banking, Forecasting, Sales, Leadership, CRM, Management, Negotiation, Team Building, Training, Budgets, Performance Management, Strategy, Portfolio Management, Marketing, Operations Management, Sales Operations, Underwriting, Financial Risk, Due Diligence, Financial Analysis, Executive Management
Education
Pepperdine University 1988 — 1992
Bachelor of Science, Management
Bellevue College 2010 — 2011
Project Management
Jami Miscik Jami Miscik's Lehman Brothers Experience 2005 - 2008
Job President, Kissinger Associates, Inc.
Industry International Affairs
Experience
K.A.I. 2009 - Present
Lehman Brothers 2005 - 2008
Central Intelligence Agency 2002 - 2005
Skills
Geopolitcal Risk, Risk Management, Emerging Markets, Economics, Strategic Consulting, International Relations, Intelligence Analysis
Education
University of Denver School of International Studies
Masters, International Studies
Pepperdine University
Bachelor's degree, Economics and Political Science
K.A.I. 2009 - Present
Lehman Brothers 2005 - 2008
Central Intelligence Agency 2002 - 2005
Skills
Geopolitcal Risk, Risk Management, Emerging Markets, Economics, Strategic Consulting, International Relations, Intelligence Analysis
Education
University of Denver School of International Studies
Masters, International Studies
Pepperdine University
Bachelor's degree, Economics and Political Science
Van Dao Van Dao's Lehman Brothers Experience July 2006 - January 2007
Job M&A and Project Finance at NRG Energy
Industry Financial Services
Experience
NRG Energy April 2015 - Present
Sempra Energy August 2012 - Present
Sumitomo Mitsui Banking Corporation July 2008 - August 2012
Fitch Ratings January 2007 - July 2008
Lehman Brothers July 2006 - January 2007
Skills
Energy, ABS, Structured Finance, Project Finance, Financial Modeling, Credit Analysis, Debt, Securitization, Renewable Energy, Financial Analysis
Education
Pace University - Lubin School of Business 2004 — 2007
BBA, Finance, Economics
NRG Energy April 2015 - Present
Sempra Energy August 2012 - Present
Sumitomo Mitsui Banking Corporation July 2008 - August 2012
Fitch Ratings January 2007 - July 2008
Lehman Brothers July 2006 - January 2007
Skills
Energy, ABS, Structured Finance, Project Finance, Financial Modeling, Credit Analysis, Debt, Securitization, Renewable Energy, Financial Analysis
Education
Pace University - Lubin School of Business 2004 — 2007
BBA, Finance, Economics
Maria Pape Maria Pape's Lehman Brothers Experience August 2005 - September 2008
Job Administrative Assistant at Tishman Speyer
Industry Financial Services
Experience
Tishman Speyer January 2013 - Present
Barclays Capital September 2008 - January 2013
Lehman Brothers August 2005 - September 2008
Jordache Enterprises August 2002 - June 2005
Skills
Microsoft Word, Calendars, Spreadsheets, Concur, Microsoft Excel, PowerPoint, Outlook, SAP, Travel, Expenses
Education
CW Post (Long Island University) 2000 — 2002
Bachelor of Fine Arts, Graphic Design
Penn State University 1998 — 2000
Tishman Speyer January 2013 - Present
Barclays Capital September 2008 - January 2013
Lehman Brothers August 2005 - September 2008
Jordache Enterprises August 2002 - June 2005
Skills
Microsoft Word, Calendars, Spreadsheets, Concur, Microsoft Excel, PowerPoint, Outlook, SAP, Travel, Expenses
Education
CW Post (Long Island University) 2000 — 2002
Bachelor of Fine Arts, Graphic Design
Penn State University 1998 — 2000
Janet Ramsey's Lehman Brothers Experience January 2006 - January 2007
Job at JR Partners
Industry Management Consulting
Experience
JR Partners October 2009 - Present
The W Group January 2004 - November 2009
McKesson May 2008 - April 2009
Lehman Brothers January 2006 - January 2007
aligne, inc. 1998 - 2003
IBM Global Services 1992 - 1998
IBM 1977 - 1991
Skills
Vendor Management, IT Outsourcing, Management Consulting, IT Strategy, Governance, Outsourcing, Change Management, Mergers, Business Analysis, Program Management, Management, Process Improvement, IT Service Management, Contract Negotiation, Project Management, ITIL, Sourcing, Mergers & Acquisitions
Education
Penn State University 1973 — 1977
B.S., Quantitative Analysis
JR Partners October 2009 - Present
The W Group January 2004 - November 2009
McKesson May 2008 - April 2009
Lehman Brothers January 2006 - January 2007
aligne, inc. 1998 - 2003
IBM Global Services 1992 - 1998
IBM 1977 - 1991
Skills
Vendor Management, IT Outsourcing, Management Consulting, IT Strategy, Governance, Outsourcing, Change Management, Mergers, Business Analysis, Program Management, Management, Process Improvement, IT Service Management, Contract Negotiation, Project Management, ITIL, Sourcing, Mergers & Acquisitions
Education
Penn State University 1973 — 1977
B.S., Quantitative Analysis
Matthew Stroup, QPA, QKA, QPFC, CFP Matthew Stroup, QPA, QKA, QPFC, CFP's Lehman Brothers Experience November 1992 - June 1998
Job CEO and Chief Investment Officer at 401K Retirement Partners, LLC
Industry Financial Services
Experience
Nationwide Planning Associates, Inc. November 2011 - Present
401k Retirement Partners, LLC June 2008 - Present
Lehman Brothers November 1992 - June 1998
Drexel Burnham Lambert 1984 - 1992
Skills
Investment Advisory, Wealth Management, Portfolio Management, Investments, Asset Managment, Asset Allocation, 401k, Financial Advisory, Retirement Planning, Mutual Funds, Asset Management, Fixed Annuities, Bonds, Securities, Insurance, Finance, Pensions
Education
New York University - Leonard N. Stern School of Business 2003 — 2004
Certificate
University of Pennsylvania - The Wharton School 2003 — 2003
Certificate
Plymouth State University 1974 — 1978
BS
Nationwide Planning Associates, Inc. November 2011 - Present
401k Retirement Partners, LLC June 2008 - Present
Lehman Brothers November 1992 - June 1998
Drexel Burnham Lambert 1984 - 1992
Skills
Investment Advisory, Wealth Management, Portfolio Management, Investments, Asset Managment, Asset Allocation, 401k, Financial Advisory, Retirement Planning, Mutual Funds, Asset Management, Fixed Annuities, Bonds, Securities, Insurance, Finance, Pensions
Education
New York University - Leonard N. Stern School of Business 2003 — 2004
Certificate
University of Pennsylvania - The Wharton School 2003 — 2003
Certificate
Plymouth State University 1974 — 1978
BS
Peter Fortunato Peter Fortunato's Lehman Brothers Experience 2004 - 2008
Job Certified Operations professional at Barclays Wealth Investment Management
Industry Banking
Experience
Barclays Wealth and Investment Management January 2008 - Present
Lehman Brothers 2004 - 2008
Deutsche Bank 1999 - 2004
Skills
strong analytical and..., a deadline oriented..., Portfolio Management, Financial Risk, Asset Management, Investments, Equities, Fixed Income, Investment Banking, Capital Markets, Derivatives, Banking, Risk Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Barclays Wealth and Investment Management January 2008 - Present
Lehman Brothers 2004 - 2008
Deutsche Bank 1999 - 2004
Skills
strong analytical and..., a deadline oriented..., Portfolio Management, Financial Risk, Asset Management, Investments, Equities, Fixed Income, Investment Banking, Capital Markets, Derivatives, Banking, Risk Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Ivan P Gruhl's Lehman Brothers Experience January 1992 — January 1998
Job Chief Investment Officer at HK Financial Services
Industry Investment Management
Experience
HK Financial Services July 2011 — Present
Aviva Investors September 2008 — January 2011
AVIVA INVESTORS September 2008 — January 2011
Pension Solutions Group February 2006 — July 2008
Credit Strategy Group January 2001 — January 2006
Lehman Brothers January 1992 — January 1998
Index Business January 1989 — January 1992
Lehman Brothers January 1985 — January 1989
GIFFORD FONG ASSOCIATES January 1983 — January 1985
Skills
Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Investments, Emerging Markets, Fixed Income Analysis, Securities, Derivatives, Management, Hedge Funds, Asset Management, Hedging, Valuation, Equity Research, Mutual Funds, Financial Modeling, Credit, Fund Of Funds, Private Equity, Asset Allocation, Wealth Management, Options, Financial Services, Investment Banking, Structured Products, Insurance, Strategy, Financial Analysis, Equities, Alternative Investments, Accounting, Bonds, FX Options, Risk Management, Investment Advisory, Financial Markets, Investment Management, Investment Strategies, Analytics, Business Development, Mergers & Acquisitions, Bloomberg, Trading, Equity Derivatives, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Pacific Lutheran University 1981 — 1983
BBA, Finance
HK Financial Services July 2011 — Present
Aviva Investors September 2008 — January 2011
AVIVA INVESTORS September 2008 — January 2011
Pension Solutions Group February 2006 — July 2008
Credit Strategy Group January 2001 — January 2006
Lehman Brothers January 1992 — January 1998
Index Business January 1989 — January 1992
Lehman Brothers January 1985 — January 1989
GIFFORD FONG ASSOCIATES January 1983 — January 1985
Skills
Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Investments, Emerging Markets, Fixed Income Analysis, Securities, Derivatives, Management, Hedge Funds, Asset Management, Hedging, Valuation, Equity Research, Mutual Funds, Financial Modeling, Credit, Fund Of Funds, Private Equity, Asset Allocation, Wealth Management, Options, Financial Services, Investment Banking, Structured Products, Insurance, Strategy, Financial Analysis, Equities, Alternative Investments, Accounting, Bonds, FX Options, Risk Management, Investment Advisory, Financial Markets, Investment Management, Investment Strategies, Analytics, Business Development, Mergers & Acquisitions, Bloomberg, Trading, Equity Derivatives, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Pacific Lutheran University 1981 — 1983
BBA, Finance
Venkatesh Neil Iyer's Lehman Brothers Experience April 2007 - October 2008
Job
Industry Information Technology and Services
Experience
CampusDoor September 2012 - February 2014
Mindteck April 2011 - September 2012
AES/PHEAA October 2008 - May 2011
Lehman Brothers April 2007 - October 2008
Tyco Electronics 1999 - 2007
Skills
Software Project..., Software Development, Software Design, Requirements Analysis, Requirements Gathering, Object Oriented Design, SOA, Process Modeling, Software Product..., Database Design, Data Warehousing, Data Modeling, Business Analysis, CRM, Databases, Project Management, SDLC
Education
Penn State University 2001 — 2003
MS, Information Systems
University of Madras 1990 — 1994
BS, Mechanical Engineering
CampusDoor September 2012 - February 2014
Mindteck April 2011 - September 2012
AES/PHEAA October 2008 - May 2011
Lehman Brothers April 2007 - October 2008
Tyco Electronics 1999 - 2007
Skills
Software Project..., Software Development, Software Design, Requirements Analysis, Requirements Gathering, Object Oriented Design, SOA, Process Modeling, Software Product..., Database Design, Data Warehousing, Data Modeling, Business Analysis, CRM, Databases, Project Management, SDLC
Education
Penn State University 2001 — 2003
MS, Information Systems
University of Madras 1990 — 1994
BS, Mechanical Engineering
Shannon Cummings's Lehman Brothers Experience 1999 - 2004
Job SVP, Staffing Executive at Bank of America
Industry Staffing and Recruiting
Experience
Bank of America October 2013 - Present
Bank of America June 2010 - October 2013
Bank of America Merrill Lynch January 2009 - June 2010
Merrill Lynch March 2007 - January 2009
World Access 2004 - 2006
Lehman Brothers 1999 - 2004
Skills
Management, Mortgage Lending, Onboarding, Leadership, Financial Services, Applicant Tracking..., Recruiting, Sales, Sourcing, Talent Acquisition, Temporary Placement, Wealth Management
Education
Penn State University 1995 — 1999
Bank of America October 2013 - Present
Bank of America June 2010 - October 2013
Bank of America Merrill Lynch January 2009 - June 2010
Merrill Lynch March 2007 - January 2009
World Access 2004 - 2006
Lehman Brothers 1999 - 2004
Skills
Management, Mortgage Lending, Onboarding, Leadership, Financial Services, Applicant Tracking..., Recruiting, Sales, Sourcing, Talent Acquisition, Temporary Placement, Wealth Management
Education
Penn State University 1995 — 1999
Angelo Tanzi's Lehman Brothers Experience February 2008 - October 2008
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays September 2009 - Present
Citi November 2008 - August 2009
Lehman Brothers February 2008 - October 2008
Morgan Stanley December 2004 - January 2008
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Barclays September 2009 - Present
Citi November 2008 - August 2009
Lehman Brothers February 2008 - October 2008
Morgan Stanley December 2004 - January 2008
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Joseph Chandy, MBA's Lehman Brothers Experience January 2005 - September 2008
Job VP, Project Manager Financial Services
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Barclays Wealth Americas (Barclays Capital) September 2008 - September 2014
Lehman Brothers January 2005 - September 2008
IBM June 2000 - October 2004
Sigma Beta Rho Fraternity, Inc. January 2003 - December 2003
Skills
Business Analysis, Project Portfolio..., Project Management, Program Management, SDLC, PMO, Risk Management, Trading, Vendor Management, Project Delivery, Business Process..., Requirements Analysis, Software Project..., IT Strategy, Strategic Planning, Process Improvement, Integration, IT Management, Visio, Governance, Project Planning
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Finance
Stony Brook University 1995 — 2000
B.S., Information Systems
Martin Van Buren
High School
J.P. Morgan September 2014 - Present
Barclays Wealth Americas (Barclays Capital) September 2008 - September 2014
Lehman Brothers January 2005 - September 2008
IBM June 2000 - October 2004
Sigma Beta Rho Fraternity, Inc. January 2003 - December 2003
Skills
Business Analysis, Project Portfolio..., Project Management, Program Management, SDLC, PMO, Risk Management, Trading, Vendor Management, Project Delivery, Business Process..., Requirements Analysis, Software Project..., IT Strategy, Strategic Planning, Process Improvement, Integration, IT Management, Visio, Governance, Project Planning
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Finance
Stony Brook University 1995 — 2000
B.S., Information Systems
Martin Van Buren
High School
Elisa Nierow's Lehman Brothers Experience 2004 - 2009
Job Senior Manager, Internal Communications at Nielsen
Industry Financial Services
Experience
Nielsen January 2012 - Present
Lehman Brothers 2004 - 2009
Coty 2002 - 2004
The Ritz-Carlton Hotel Company, L.L.C. 1999 - 2001
Skills
Internal Communications, copyediting, Strategy, Employee Engagement, Program Management, Copy Editing, Cross-functional Team..., Vendor Management, Marketing Strategy, Business Analysis, Project Management, Change Management, Investment Banking, Talent Management, Management
Education
Penn State University
BA, Political Science
Nielsen January 2012 - Present
Lehman Brothers 2004 - 2009
Coty 2002 - 2004
The Ritz-Carlton Hotel Company, L.L.C. 1999 - 2001
Skills
Internal Communications, copyediting, Strategy, Employee Engagement, Program Management, Copy Editing, Cross-functional Team..., Vendor Management, Marketing Strategy, Business Analysis, Project Management, Change Management, Investment Banking, Talent Management, Management
Education
Penn State University
BA, Political Science
David Roeske's Lehman Brothers Experience July 2004 - August 2004
Job Senior Analyst at Lyrical Partners, L.P.
Industry Investment Management
Experience
Lyrical Partners, L.P. January 2014 - Present
Soundpost Partners July 2012 - December 2013
Soundpost Partners April 2008 - December 2013
Canaan Partners February 2007 - March 2008
Rustic Canyon Partners August 2004 - February 2007
Lehman Brothers July 2004 - August 2004
Boston Avenue Capital December 2003 - June 2004
Skills
Private Equity, Venture Capital, Hedge Funds, Market Entry, Recapitalizations, Equities, Emerging Markets, Financial Modeling, Corporate Development, Bloomberg, Alternative Investments, Due Diligence, Corporate Finance, Capital Markets, Equity Valuation
Education
Stanford University 2001 — 2004
BA
Pacific Union College 1999 — 2001
Lyrical Partners, L.P. January 2014 - Present
Soundpost Partners July 2012 - December 2013
Soundpost Partners April 2008 - December 2013
Canaan Partners February 2007 - March 2008
Rustic Canyon Partners August 2004 - February 2007
Lehman Brothers July 2004 - August 2004
Boston Avenue Capital December 2003 - June 2004
Skills
Private Equity, Venture Capital, Hedge Funds, Market Entry, Recapitalizations, Equities, Emerging Markets, Financial Modeling, Corporate Development, Bloomberg, Alternative Investments, Due Diligence, Corporate Finance, Capital Markets, Equity Valuation
Education
Stanford University 2001 — 2004
BA
Pacific Union College 1999 — 2001
Qingfeng Zhang's Lehman Brothers Experience August 2004 - August 2005
Job VP at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley October 2009 - Present
Wachovia Securities August 2005 - October 2009
Lehman Brothers August 2004 - August 2005
Skills
Statistics, C++, R, Python, Financial Modeling, Fixed Income, Equities, Quantitative Finance, Derivatives, FX Options, Portfolio Management, Quantitative Analytics, Capital Markets, Trading Systems, Credit Derivatives, Options, Financial Markets, Bloomberg, Electronic Trading
Education
Stanford University 1999 — 2004
Ph.D., Statistics
Peking University
MS & BS, Statistics
Morgan Stanley October 2009 - Present
Wachovia Securities August 2005 - October 2009
Lehman Brothers August 2004 - August 2005
Skills
Statistics, C++, R, Python, Financial Modeling, Fixed Income, Equities, Quantitative Finance, Derivatives, FX Options, Portfolio Management, Quantitative Analytics, Capital Markets, Trading Systems, Credit Derivatives, Options, Financial Markets, Bloomberg, Electronic Trading
Education
Stanford University 1999 — 2004
Ph.D., Statistics
Peking University
MS & BS, Statistics
Shana Wells's Lehman Brothers Experience April 2005 - April 2006
Job VP/Sr. Finance Manager @ JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2008 - Present
National Association of Black Accountants (NABA) January 2010 - January 2012
JP Morgan Chase April 2006 - August 2008
Lehman Brothers April 2005 - April 2006
AIG June 2003 - April 2005
Skills
Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Capital Markets, Financial Reporting, Corporate Finance, Bloomberg, Strategic Financial..., Financial Forecasting, Risk Management, Due Diligence, Accounting, Forecasting, Managerial Finance, Valuation, Financial Services
Education
Penn State University 1999 — 2003
B.S., Economics
JPMorgan Chase August 2008 - Present
National Association of Black Accountants (NABA) January 2010 - January 2012
JP Morgan Chase April 2006 - August 2008
Lehman Brothers April 2005 - April 2006
AIG June 2003 - April 2005
Skills
Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Capital Markets, Financial Reporting, Corporate Finance, Bloomberg, Strategic Financial..., Financial Forecasting, Risk Management, Due Diligence, Accounting, Forecasting, Managerial Finance, Valuation, Financial Services
Education
Penn State University 1999 — 2003
B.S., Economics
David Saslowsky's Lehman Brothers Experience April 2006 - September 2007
Job Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2010 - Present
Large Commercial Bank September 2007 - October 2010
Lehman Brothers April 2006 - September 2007
Education
Penn State University 2000 — 2004
AllianceBernstein October 2010 - Present
Large Commercial Bank September 2007 - October 2010
Lehman Brothers April 2006 - September 2007
Education
Penn State University 2000 — 2004
Alexander Kaplun's Lehman Brothers Experience July 2000 - January 2011
Job Director Derivatives Business Control at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
State Street May 2015 - Present
John Hancock/Manulife Financial October 2010 - January 2015
Lehman Brothers July 2000 - January 2011
CSFB January 1997 - July 2000
Praxis July 1995 - January 1997
Sun Microsystems January 1994 - July 1995
Skills
Fixed Income, Equities, Derivatives, Investment Banking, SDLC, FX Options, Portfolio Management, Hedge Funds, Equity Derivatives, Technical Analysis, Back Office, Market Data, Trading Systems, Risk Management, Financial Services, Capital Markets
Education
Peter the Great St.Petersburg Polytechnic University 1981 — 1987
MS, Computer Science
Saint Petersburg State Polytechnical University 1981 — 1987
MS, electrical engineering
State Street May 2015 - Present
John Hancock/Manulife Financial October 2010 - January 2015
Lehman Brothers July 2000 - January 2011
CSFB January 1997 - July 2000
Praxis July 1995 - January 1997
Sun Microsystems January 1994 - July 1995
Skills
Fixed Income, Equities, Derivatives, Investment Banking, SDLC, FX Options, Portfolio Management, Hedge Funds, Equity Derivatives, Technical Analysis, Back Office, Market Data, Trading Systems, Risk Management, Financial Services, Capital Markets
Education
Peter the Great St.Petersburg Polytechnic University 1981 — 1987
MS, Computer Science
Saint Petersburg State Polytechnical University 1981 — 1987
MS, electrical engineering
Duff Bergquist's Lehman Brothers Experience May 2003 - June 2007
Job Professor Finance at Whitworth University
Industry Financial Services
Experience
Whitworth University January 2008 - Present
Swan Peak Homes LLC September 2007 - Present
Lehman Brothers May 2003 - June 2007
Morgan Stanley October 2000 - May 2003
Credit Suisse April 1995 - October 2000
Goldman Sachs January 1992 - March 1995
Skills
Equity Trading, Investments, Equities, Financial Markets, Financial Analysis, Capital Markets, Financial Modeling, Hedge Funds, Teaching
Education
Thunderbird School of Global Management 1990 — 1991
MIM, Finance/German
Pacific University 1984 — 1988
BA, Business and German
Universität Wien
Universität Wien
Universität Wien
Universität Wien
Whitworth University January 2008 - Present
Swan Peak Homes LLC September 2007 - Present
Lehman Brothers May 2003 - June 2007
Morgan Stanley October 2000 - May 2003
Credit Suisse April 1995 - October 2000
Goldman Sachs January 1992 - March 1995
Skills
Equity Trading, Investments, Equities, Financial Markets, Financial Analysis, Capital Markets, Financial Modeling, Hedge Funds, Teaching
Education
Thunderbird School of Global Management 1990 — 1991
MIM, Finance/German
Pacific University 1984 — 1988
BA, Business and German
Universität Wien
Universität Wien
Universität Wien
Universität Wien
Susan Berdel's Lehman Brothers Experience 1991 - 1997
Job Human Resources Business Leader, Sales & Marketing, at First Quality Enterprises
Industry Human Resources
Experience
First Quality Enterprises March 2015 - Present
Honeywell Automation and Control Systems June 2014 - March 2015
Honeywell Security Group February 2007 - May 2014
First Data 2000 - 2006
Lehman Brothers 1991 - 1997
Skills
Human Resources, Onboarding, Performance Management, Workforce Planning, Deferred Compensation, HRIS, Employee Engagement, Employee Relations, Talent Acquisition, Organizational..., HR Policies, Labor Relations, Succession Planning, Talent Management, Management, Leadership, Change Management, Organizational Design
Education
Pace University - Lubin School of Business
BBA, Human Resources
First Quality Enterprises March 2015 - Present
Honeywell Automation and Control Systems June 2014 - March 2015
Honeywell Security Group February 2007 - May 2014
First Data 2000 - 2006
Lehman Brothers 1991 - 1997
Skills
Human Resources, Onboarding, Performance Management, Workforce Planning, Deferred Compensation, HRIS, Employee Engagement, Employee Relations, Talent Acquisition, Organizational..., HR Policies, Labor Relations, Succession Planning, Talent Management, Management, Leadership, Change Management, Organizational Design
Education
Pace University - Lubin School of Business
BBA, Human Resources
Anthony Ramsay's Lehman Brothers Experience August 1994 - September 2003
Job Credit Suisse Credit Risk Office Project Manager Regulatory
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Credit Suisse First Boston September 2003 - June 2014
Credit Suisse September 2003 - February 2014
Lehman Brothers August 1994 - September 2003
Citibank NA June 1987 - August 1994
Skills
Market Data, Business Analysis, Vendor Management, Fixed Income, Project Management, Equity Derivatives, Trading Systems, Risk Management, Banking, Financial Services, FX trading, Hedging, Trading, Equities, Swaps, Financial Markets, Investment Banking, Strategy, Portfolio Management, Prime Brokerage, Sybase, Foreign Exchange, Management, FX Options, Capital Markets, Electronic Trading, Derivatives, Credit Derivatives, Hedge Funds, Bloomberg, Middle Office, IT Strategy, Interest Rate..., Market Risk, Options
Education
Pennsylvania State University 1982 — 1986
BS, Economics
Deutsche Bank May 2014 - Present
Credit Suisse First Boston September 2003 - June 2014
Credit Suisse September 2003 - February 2014
Lehman Brothers August 1994 - September 2003
Citibank NA June 1987 - August 1994
Skills
Market Data, Business Analysis, Vendor Management, Fixed Income, Project Management, Equity Derivatives, Trading Systems, Risk Management, Banking, Financial Services, FX trading, Hedging, Trading, Equities, Swaps, Financial Markets, Investment Banking, Strategy, Portfolio Management, Prime Brokerage, Sybase, Foreign Exchange, Management, FX Options, Capital Markets, Electronic Trading, Derivatives, Credit Derivatives, Hedge Funds, Bloomberg, Middle Office, IT Strategy, Interest Rate..., Market Risk, Options
Education
Pennsylvania State University 1982 — 1986
BS, Economics
Tasha Griffin's Lehman Brothers Experience March 2007 - September 2008
Job Sales Assistant
Industry Financial Services
Experience
Barclays May 2012 - July 2014
Barclays April 2010 - May 2012
Barclays September 2008 - April 2010
Lehman Brothers March 2007 - September 2008
Lehman Brothers December 2004 - March 2007
Skills
Fixed Income, Derivatives, Bloomberg, Capital Markets, Financial Risk, Hedge Funds, Equities, Trading, Economics, Structured Products, Banking, Management
Education
Penn State University 1999 — 2004
Bachelor of Science, Finance and International Business
Barclays May 2012 - July 2014
Barclays April 2010 - May 2012
Barclays September 2008 - April 2010
Lehman Brothers March 2007 - September 2008
Lehman Brothers December 2004 - March 2007
Skills
Fixed Income, Derivatives, Bloomberg, Capital Markets, Financial Risk, Hedge Funds, Equities, Trading, Economics, Structured Products, Banking, Management
Education
Penn State University 1999 — 2004
Bachelor of Science, Finance and International Business
Yuliang Li's Lehman Brothers Experience April 2001 - October 2002
Job First Vice President at Ambac
Industry Banking
Experience
Ambac August 2012 - Present
Societe Generale March 2004 - January 2012
CSFB November 2002 - March 2004
Lehman Brothers April 2001 - October 2002
JP Morgan June 2000 - March 2001
Bank of Tokyo-Mitsubishi UFJ 1998 - 2000
Citibank 1995 - 1998
Skills
Market Risk, Derivatives, Fixed Income, Credit Risk, Risk Management, Model Validation, Structured Products, Credit Derivatives, VAR, Risk, VBA, Financial Risk, Interest Rate..., Capital Markets, Valuation, Credit, Investment Banking, Equity Derivatives, Financial Services
Education
Penn State University 1990 — 1995
PhD, Economics
Ambac August 2012 - Present
Societe Generale March 2004 - January 2012
CSFB November 2002 - March 2004
Lehman Brothers April 2001 - October 2002
JP Morgan June 2000 - March 2001
Bank of Tokyo-Mitsubishi UFJ 1998 - 2000
Citibank 1995 - 1998
Skills
Market Risk, Derivatives, Fixed Income, Credit Risk, Risk Management, Model Validation, Structured Products, Credit Derivatives, VAR, Risk, VBA, Financial Risk, Interest Rate..., Capital Markets, Valuation, Credit, Investment Banking, Equity Derivatives, Financial Services
Education
Penn State University 1990 — 1995
PhD, Economics
Trang Mellon's Lehman Brothers Experience March 2004 - September 2008
Job Sales Associate at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Securities July 2011 - Present
Barclays Wealth September 2008 - July 2011
Lehman Brothers March 2004 - September 2008
Education
Penn State University 1996 — 2000
B.S.
JPMorgan Securities July 2011 - Present
Barclays Wealth September 2008 - July 2011
Lehman Brothers March 2004 - September 2008
Education
Penn State University 1996 — 2000
B.S.
Sharyn Angley's Lehman Brothers Experience April 2000 - September 2008
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - December 2011
Lehman Brothers April 2000 - September 2008
Calvin Klein - Warnaco Inc. November 1998 - April 2000
KPMG US July 1996 - November 1998
Skills
Equities, Fixed Income
Education
Penn State University 1993 — 1997
Barclays Capital September 2008 - December 2011
Lehman Brothers April 2000 - September 2008
Calvin Klein - Warnaco Inc. November 1998 - April 2000
KPMG US July 1996 - November 1998
Skills
Equities, Fixed Income
Education
Penn State University 1993 — 1997
Elaina Gabriele's Lehman Brothers Experience May 2006 - May 2008
Job Business Manager for CFO Global Technology at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
Barclays October 2010 - December 2014
RBS 2009 - September 2010
Lehman Brothers May 2006 - May 2008
JP Morgan July 1996 - May 2006
Dai-ichi Kangyo Bank (now Mizuho) 1992 - 1996
Skills
Bloomberg, Investment Banking, Change Management, Hedge Funds, Trading Systems, Fixed Income, Derivatives, Capital Markets, Business Analysis, Electronic Trading, Equities, Financial Modeling, Finance, Risk Management, Trading, Structured Products, Prime Brokerage, Interest Rate..., Middle Office, Asset Management, Swaps, Securities, Equity Derivatives, Valuation, Credit Derivatives, Options
Education
Penn State University
BA, Major: Economics, Minor: International Business
Saint John's University - Peter J. Tobin College of Business 1996 — 1999
MBA, International Finance
St. Francis Preparatory High School
JPMorgan Chase & Co. August 2015 - Present
Barclays October 2010 - December 2014
RBS 2009 - September 2010
Lehman Brothers May 2006 - May 2008
JP Morgan July 1996 - May 2006
Dai-ichi Kangyo Bank (now Mizuho) 1992 - 1996
Skills
Bloomberg, Investment Banking, Change Management, Hedge Funds, Trading Systems, Fixed Income, Derivatives, Capital Markets, Business Analysis, Electronic Trading, Equities, Financial Modeling, Finance, Risk Management, Trading, Structured Products, Prime Brokerage, Interest Rate..., Middle Office, Asset Management, Swaps, Securities, Equity Derivatives, Valuation, Credit Derivatives, Options
Education
Penn State University
BA, Major: Economics, Minor: International Business
Saint John's University - Peter J. Tobin College of Business 1996 — 1999
MBA, International Finance
St. Francis Preparatory High School
Josef Hoelscher's Lehman Brothers Experience 2005 - 2007
Job Investor Relations, Manager at Liberty Media
Industry Entertainment
Experience
Liberty Media April 2014 - Present
Och-Ziff Capital Management July 2007 - March 2013
Lehman Brothers 2005 - 2007
Skills
Corporate Finance, Valuation, Investor Relations, Due Diligence, Financial Modeling, Private Equity, Investment Banking, Equities, Hedge Funds, Capital Markets, Alternative Investments, Equity Research, LBO, Investments, Asset Management, Emerging Markets, Venture Capital, Financial Analysis, Mergers & Acquisitions, Bloomberg
Education
Penn State University 2000 — 2004
BS International Business Management and BS German
Liberty Media April 2014 - Present
Och-Ziff Capital Management July 2007 - March 2013
Lehman Brothers 2005 - 2007
Skills
Corporate Finance, Valuation, Investor Relations, Due Diligence, Financial Modeling, Private Equity, Investment Banking, Equities, Hedge Funds, Capital Markets, Alternative Investments, Equity Research, LBO, Investments, Asset Management, Emerging Markets, Venture Capital, Financial Analysis, Mergers & Acquisitions, Bloomberg
Education
Penn State University 2000 — 2004
BS International Business Management and BS German
Wenhong (Kevin) Cai's Lehman Brothers Experience December 2007 - December 2008
Job Product Manager at Nomura
Industry Investment Banking
Experience
Nomura April 2010 - Present
Nomura December 2008 - April 2010
Lehman Brothers December 2007 - December 2008
Lehman Brothers April 2006 - December 2007
Fidelity Investments 2003 - March 2006
Fidelity Investments 2001 - 2003
Skills
Product Management, Analytics, Electronic Trading, Agile Methodologies, Business Analysis, Business Intelligence, Capital Markets, Derivatives, Enterprise Architecture, Equities, Linux, Market Data, Program Management, Project Management, Risk Management, SDLC, SQL, Software Project..., Strategy, Trading System, Trading Systems
Education
Rensselaer Polytechnic Institute 1999 — 2001
MS, Computer Science
Peking University 1994 — 1998
BS, Chemistry
Nomura April 2010 - Present
Nomura December 2008 - April 2010
Lehman Brothers December 2007 - December 2008
Lehman Brothers April 2006 - December 2007
Fidelity Investments 2003 - March 2006
Fidelity Investments 2001 - 2003
Skills
Product Management, Analytics, Electronic Trading, Agile Methodologies, Business Analysis, Business Intelligence, Capital Markets, Derivatives, Enterprise Architecture, Equities, Linux, Market Data, Program Management, Project Management, Risk Management, SDLC, SQL, Software Project..., Strategy, Trading System, Trading Systems
Education
Rensselaer Polytechnic Institute 1999 — 2001
MS, Computer Science
Peking University 1994 — 1998
BS, Chemistry
Restrepo, Michael's Lehman Brothers Experience April 2005 - September 2008
Job Prime Services Product Control
Industry Capital Markets
Experience
Scotiabank June 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers April 2005 - September 2008
Bear Stearns 2003 - 2004
Skills
Bloomberg, PeopleSoft, Equities, Derivatives, Capital Markets, Access, Prime Brokerage, Equity Derivatives, Swaps, Hedge Funds, Excel, Product Control, Middle Office
Education
Pace University - Lubin School of Business 1997 — 2002
Bachelors of Business Administration, Accounting
Scotiabank June 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers April 2005 - September 2008
Bear Stearns 2003 - 2004
Skills
Bloomberg, PeopleSoft, Equities, Derivatives, Capital Markets, Access, Prime Brokerage, Equity Derivatives, Swaps, Hedge Funds, Excel, Product Control, Middle Office
Education
Pace University - Lubin School of Business 1997 — 2002
Bachelors of Business Administration, Accounting
Joseph D'Amadeo's Lehman Brothers Experience July 1999 - September 2008
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 1999 - September 2008
Taglich Brothers January 1992 - January 1998
Skills
Investment Banking, Capital Markets, Hedge Funds, Fixed Income, Equities, US Equities, Equity Trading, Equity Research, Options, Bloomberg, Electronic Trading
Education
Pace University - Lubin School of Business 1983 — 1987
Accounting and Finance
Barclays Capital September 2008 - Present
Lehman Brothers July 1999 - September 2008
Taglich Brothers January 1992 - January 1998
Skills
Investment Banking, Capital Markets, Hedge Funds, Fixed Income, Equities, US Equities, Equity Trading, Equity Research, Options, Bloomberg, Electronic Trading
Education
Pace University - Lubin School of Business 1983 — 1987
Accounting and Finance
Joseph Smurro's Lehman Brothers Experience 1990 - 1994
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase VP, SPG FinanceJP Morgan Chase2005 - Present
JPMorgan Securities Inc 2005 - Present
JPMorganChase 2005 - Present
Credit Suisse 2000 - 2005
Credit Suisse First Boston 1999 - 2005
JP Morgan 1996 - 1999
Merrill Lynch 1994 - 1996
Lehman Brothers 1990 - 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
JPMorgan Chase VP, SPG FinanceJP Morgan Chase2005 - Present
JPMorgan Securities Inc 2005 - Present
JPMorganChase 2005 - Present
Credit Suisse 2000 - 2005
Credit Suisse First Boston 1999 - 2005
JP Morgan 1996 - 1999
Merrill Lynch 1994 - 1996
Lehman Brothers 1990 - 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
Dean Winick's Lehman Brothers Experience November 2005 - May 2009
Job Vice President at Neuberger Berman
Industry Accounting
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers November 2005 - May 2009
BISYS Fund Services January 2005 - November 2005
Rothstein Kass June 2004 - January 2005
Skills
Private Equity, Fund Accounting, Performance Analysis, Fund Administration, Alternative Investments, Fund Of Funds, Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Fixed Income, Corporate Finance
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Accounting
Neuberger Berman May 2009 - Present
Lehman Brothers November 2005 - May 2009
BISYS Fund Services January 2005 - November 2005
Rothstein Kass June 2004 - January 2005
Skills
Private Equity, Fund Accounting, Performance Analysis, Fund Administration, Alternative Investments, Fund Of Funds, Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Fixed Income, Corporate Finance
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Accounting
Rishi Shah, CPA's Lehman Brothers Experience December 2006 - May 2009
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers December 2006 - May 2009
Citigroup Private Equity Services ( Bisys) March 2004 - December 2006
UBS May 2003 - September 2003
Citywide September 2001 - April 2003
Skills
Financial Analysis, Financial Modeling, Private Equity, Valuation, Hedge Funds, Equities, Investments, Alternative Investments, Finance, Due Diligence, Capital Markets, Bloomberg, Corporate Finance, Asset Management, Fixed Income, Portfolio Management
Education
Pace University - Lubin School of Business 2001 — 2003
MBA, Finance
University of Mumbai 1999 — 2001
M.Com, Accounting
University of Mumbai 1996 — 1999
B.Com
NASBA - CPA
CPA
Neuberger Berman May 2009 - Present
Lehman Brothers December 2006 - May 2009
Citigroup Private Equity Services ( Bisys) March 2004 - December 2006
UBS May 2003 - September 2003
Citywide September 2001 - April 2003
Skills
Financial Analysis, Financial Modeling, Private Equity, Valuation, Hedge Funds, Equities, Investments, Alternative Investments, Finance, Due Diligence, Capital Markets, Bloomberg, Corporate Finance, Asset Management, Fixed Income, Portfolio Management
Education
Pace University - Lubin School of Business 2001 — 2003
MBA, Finance
University of Mumbai 1999 — 2001
M.Com, Accounting
University of Mumbai 1996 — 1999
B.Com
NASBA - CPA
CPA
Lisa Peskin's Lehman Brothers Experience July 2002 - September 2008
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi Group April 2011 - Present
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2002 - September 2008
Ziff Davis Media July 1999 - May 2002
Viacom March 1992 - May 1999
Skills
Strategic Financial..., Management, Portfolio Management, Budgets, Business Analysis, Finance, Leadership, Project Planning, Risk Management, Strategy, Investment Banking, Business Strategy, Fixed Income
Education
Penn State University 1987 — 1991
Bachelor of Science, Health Policy and Administration, Business Administration
Citi Group April 2011 - Present
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2002 - September 2008
Ziff Davis Media July 1999 - May 2002
Viacom March 1992 - May 1999
Skills
Strategic Financial..., Management, Portfolio Management, Budgets, Business Analysis, Finance, Leadership, Project Planning, Risk Management, Strategy, Investment Banking, Business Strategy, Fixed Income
Education
Penn State University 1987 — 1991
Bachelor of Science, Health Policy and Administration, Business Administration
Pete Rodwick's Lehman Brothers Experience November 2005 - March 2007
Job Vice President at Highbridge Capital Management
Industry Investment Management
Experience
Highbridge Capital Management April 2007 - Present
Lehman Brothers November 2005 - March 2007
Interactive Brokers July 2002 - November 2005
Skills
Hedge Funds, Bloomberg, Fixed Income, Derivatives, Securities, Corporate Actions, Capital Markets, Bonds, Credit Derivatives, Portfolio Management, Back Office, Trading, Financial Risk, Investment Banking, Settlement, Middle Office, Equity Derivatives, Alternative Investments
Education
Penn State University 1996 — 2000
BS, Finance, Real Estate
Highbridge Capital Management April 2007 - Present
Lehman Brothers November 2005 - March 2007
Interactive Brokers July 2002 - November 2005
Skills
Hedge Funds, Bloomberg, Fixed Income, Derivatives, Securities, Corporate Actions, Capital Markets, Bonds, Credit Derivatives, Portfolio Management, Back Office, Trading, Financial Risk, Investment Banking, Settlement, Middle Office, Equity Derivatives, Alternative Investments
Education
Penn State University 1996 — 2000
BS, Finance, Real Estate
Paul Baffo's Lehman Brothers Experience May 1998 - September 2008
Job Manager at Barclays
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers May 1998 - September 2008
Union Bank of Switzerland April 1996 - May 1998
Coopers & Lybrand L.L.P November 1995 - April 1997
Education
Pace University - Lubin School of Business 1996 — 2000
BBA, Business Administration
Barclays Capital September 2008 - Present
Lehman Brothers May 1998 - September 2008
Union Bank of Switzerland April 1996 - May 1998
Coopers & Lybrand L.L.P November 1995 - April 1997
Education
Pace University - Lubin School of Business 1996 — 2000
BBA, Business Administration
Nicole Donovan's Lehman Brothers Experience July 2006 - September 2007
Job Client Service at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley September 2007 - Present
Lehman Brothers July 2006 - September 2007
Lehman Brothers July 2004 - July 2006
Education
Pace University - Lubin School of Business
Morgan Stanley September 2007 - Present
Lehman Brothers July 2006 - September 2007
Lehman Brothers July 2004 - July 2006
Education
Pace University - Lubin School of Business
Mike Walsh, CFA's Lehman Brothers Experience November 2000 - November 2002
Job SVP, Head of Sales at DPC DATA Inc.
Industry Financial Services
Experience
DPC DATA Inc. September 2014 - Present
Moody's Analytics December 2002 - August 2014
Lehman Brothers November 2000 - November 2002
IntraLinks September 1999 - November 2000
Bloomberg May 1995 - September 1999
SEI Investments June 1992 - May 1995
Skills
Capital Markets, Analytics, Hedge Funds, Portfolio Management, Financial Modeling, Bloomberg, Fixed Income, Financial Services, Equities, Financial Risk, Strategy, Salesforce.com, Banking, Risk Management, Finance, Credit Risk
Education
Penn State University 1987 — 1992
DPC DATA Inc. September 2014 - Present
Moody's Analytics December 2002 - August 2014
Lehman Brothers November 2000 - November 2002
IntraLinks September 1999 - November 2000
Bloomberg May 1995 - September 1999
SEI Investments June 1992 - May 1995
Skills
Capital Markets, Analytics, Hedge Funds, Portfolio Management, Financial Modeling, Bloomberg, Fixed Income, Financial Services, Equities, Financial Risk, Strategy, Salesforce.com, Banking, Risk Management, Finance, Credit Risk
Education
Penn State University 1987 — 1992
Jonathan Broder's Lehman Brothers Experience October 2004 - March 2008
Job Prime Services at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - Present
Credit Suisse 2014 - 2014
J.P. Morgan August 2013 - December 2013
Merrill Lynch November 2010 - August 2011
ICAP December 2009 - March 2010
Lehman Brothers October 2004 - March 2008
Skills
Bloomberg Terminal, Options, Bloomberg
Education
Penn State University
Bachelors of science, Accounting and Finance
Credit Suisse May 2014 - Present
Credit Suisse 2014 - 2014
J.P. Morgan August 2013 - December 2013
Merrill Lynch November 2010 - August 2011
ICAP December 2009 - March 2010
Lehman Brothers October 2004 - March 2008
Skills
Bloomberg Terminal, Options, Bloomberg
Education
Penn State University
Bachelors of science, Accounting and Finance
Lisa Ern's Lehman Brothers Experience June 1993 - May 1996
Job HR Consultant at WestEnd Wellness Center
Industry Human Resources
Experience
WestEnd Wellness Center March 2013 - Present
Deutsche Bank May 1996 - January 2004
Lehman Brothers June 1993 - May 1996
Skills
Portfolio Management, Talent Management, Personnel Management, Risk Management, Strategic Planning, Business Analysis, Human Resources, Management, Employee Relations, Financial Analysis, Performance Management, Employee Engagement, Mergers & Acquisitions, Leadership, Recruiting
Education
Penn State University 1989 — 1993
WestEnd Wellness Center March 2013 - Present
Deutsche Bank May 1996 - January 2004
Lehman Brothers June 1993 - May 1996
Skills
Portfolio Management, Talent Management, Personnel Management, Risk Management, Strategic Planning, Business Analysis, Human Resources, Management, Employee Relations, Financial Analysis, Performance Management, Employee Engagement, Mergers & Acquisitions, Leadership, Recruiting
Education
Penn State University 1989 — 1993
Peter Kollydas's Lehman Brothers Experience 1995 - 2008
Job Senior Vice President at MFA Financial
Industry Financial Services
Experience
MFA Financial May 2014 - Present
GMAC ResCap, Ally, Walter Investments June 2010 - May 2014
Center Street Capital September 2008 - June 2010
Lehman Brothers 1995 - 2008
Kidder Peabody 1993 - 1995
Citibank 1991 - 1993
Skills
Securitization, Capital Markets, MBS, Structured Finance, ABS, Fixed Income, Structured Products, Portfolio Management, Investment Banking, Asset Managment, Middle Office, Credit, Trading, Loans, Bonds, Loan Origination, Credit Analysis, Credit Risk, Securities, Valuation, Bloomberg, Mortgage Lending, Asset Management
Education
Pace University - Lubin School of Business
BBA, Finance
MFA Financial May 2014 - Present
GMAC ResCap, Ally, Walter Investments June 2010 - May 2014
Center Street Capital September 2008 - June 2010
Lehman Brothers 1995 - 2008
Kidder Peabody 1993 - 1995
Citibank 1991 - 1993
Skills
Securitization, Capital Markets, MBS, Structured Finance, ABS, Fixed Income, Structured Products, Portfolio Management, Investment Banking, Asset Managment, Middle Office, Credit, Trading, Loans, Bonds, Loan Origination, Credit Analysis, Credit Risk, Securities, Valuation, Bloomberg, Mortgage Lending, Asset Management
Education
Pace University - Lubin School of Business
BBA, Finance
Rudy Maldonado's Lehman Brothers Experience January 2005 - February 2006
Job Global Risk Analytics Risk Data Management
Industry Financial Services
Experience
Bank of America April 2010 - Present
Landesbank (LBBW) April 2008 - November 2009
Credit Suisse April 2007 - November 2007
Morgan Stanley March 2006 - March 2007
Lehman Brothers January 2005 - February 2006
Westpac 1989 - 1995
Skills
Credit Derivatives, Interest Rate Hedging, Operations Management, Trading Systems, Capital Markets, Project Management, Middle Office, Business Analysis, Business Requirements, UAT coordination, General Ledger, Fixed Income, Credit Risk, Derivatives, Risk Management
Education
Pace University - Lubin School of Business
Bank of America April 2010 - Present
Landesbank (LBBW) April 2008 - November 2009
Credit Suisse April 2007 - November 2007
Morgan Stanley March 2006 - March 2007
Lehman Brothers January 2005 - February 2006
Westpac 1989 - 1995
Skills
Credit Derivatives, Interest Rate Hedging, Operations Management, Trading Systems, Capital Markets, Project Management, Middle Office, Business Analysis, Business Requirements, UAT coordination, General Ledger, Fixed Income, Credit Risk, Derivatives, Risk Management
Education
Pace University - Lubin School of Business
Jamie Cao's Lehman Brothers Experience 2006 - 2008
Job Capital Management, Valuation, and Risk Management
Industry Investment Management
Experience
UBS Investment Bank 2011 - 2013
Bank of Montreal 2009 - 2011
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - 2008
Deutsche Bank 2004 - 2006
CIBC 2002 - 2003
Deutsche Bank 1997 - 2002
Fudan University 1985 - 1989
Skills
Valuation, Risk Management, Product Control, Financial Risk, Equity Valuation, Capital Markets, Financial Modeling
Education
Peking University
B.Sc, Mathematics
University of Guelph
MA, Economics - Finance
University of Toronto
Ph.D Studies, Finance/Econometrics
UBS Investment Bank 2011 - 2013
Bank of Montreal 2009 - 2011
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - 2008
Deutsche Bank 2004 - 2006
CIBC 2002 - 2003
Deutsche Bank 1997 - 2002
Fudan University 1985 - 1989
Skills
Valuation, Risk Management, Product Control, Financial Risk, Equity Valuation, Capital Markets, Financial Modeling
Education
Peking University
B.Sc, Mathematics
University of Guelph
MA, Economics - Finance
University of Toronto
Ph.D Studies, Finance/Econometrics
Mohit Bajaj's Lehman Brothers Experience 2002 - 2003
Job Director, ETF Trading Solutions
Industry Financial Services
Experience
WallachBeth Capital January 2014 - Present
Deutsche Bank June 2008 - January 2014
Bear Stearns 2005 - 2008
Societe Generale 2003 - 2005
Lehman Brothers 2002 - 2003
Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Equities, ETFs, Trading Systems, Trading, Bloomberg
Education
Pace University - Lubin School of Business 2011 — 2012
Master of Science (MS), Finance, General, 3.83
University of Maryland College Park 1997 — 2001
BA, Economics
WallachBeth Capital January 2014 - Present
Deutsche Bank June 2008 - January 2014
Bear Stearns 2005 - 2008
Societe Generale 2003 - 2005
Lehman Brothers 2002 - 2003
Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Equities, ETFs, Trading Systems, Trading, Bloomberg
Education
Pace University - Lubin School of Business 2011 — 2012
Master of Science (MS), Finance, General, 3.83
University of Maryland College Park 1997 — 2001
BA, Economics
Michael Pirone, CPA's Lehman Brothers Experience January 1995 - July 1997
Job Field Director at Kforce Inc
Industry Accounting
Experience
Kforce Inc July 2015 - Present
Robert Half Finance & Accounting August 2004 - June 2015
Confidencial Recruiting Firm August 1997 - July 2004
Lehman Brothers January 1995 - July 1997
McGladrey & Pullen September 1991 - December 1994
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor's degree, Accounting
Kforce Inc July 2015 - Present
Robert Half Finance & Accounting August 2004 - June 2015
Confidencial Recruiting Firm August 1997 - July 2004
Lehman Brothers January 1995 - July 1997
McGladrey & Pullen September 1991 - December 1994
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor's degree, Accounting
Kenneth Caffrey's Lehman Brothers Experience May 1996 - August 1998
Job Director at HSBC
Industry Financial Services
Experience
HSBC February 2015 - Present
Modern Bank, N.A. April 2012 - February 2015
Royal Bank of Scotland February 2009 - March 2012
Royal Bank of Scotland February 2005 - February 2009
Bear, Stearns & Co. 2002 - 2005
Deutsche Bank August 1998 - June 2000
Lehman Brothers May 1996 - August 1998
AT&T September 1995 - May 1996
Skills
Leveraged Finance, Financial Modeling, Private Equity, Due Diligence, Financial Structuring, Structured Finance, Valuation, LBO, Capital Markets, Syndications, Credit Analysis, Portfolio Management, Deal Sourcing, Manage Client..., Credit, Restructuring, Loans, Strategy, Project Finance, Emerging Markets, Middle Market, Corporate Finance, Managing Agency..., Investments, Finance, Investment Banking, Fixed Income, Financial Analysis
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance and Economics
Penn State University 1991 — 1995
BS, Finance and International Business
HSBC February 2015 - Present
Modern Bank, N.A. April 2012 - February 2015
Royal Bank of Scotland February 2009 - March 2012
Royal Bank of Scotland February 2005 - February 2009
Bear, Stearns & Co. 2002 - 2005
Deutsche Bank August 1998 - June 2000
Lehman Brothers May 1996 - August 1998
AT&T September 1995 - May 1996
Skills
Leveraged Finance, Financial Modeling, Private Equity, Due Diligence, Financial Structuring, Structured Finance, Valuation, LBO, Capital Markets, Syndications, Credit Analysis, Portfolio Management, Deal Sourcing, Manage Client..., Credit, Restructuring, Loans, Strategy, Project Finance, Emerging Markets, Middle Market, Corporate Finance, Managing Agency..., Investments, Finance, Investment Banking, Fixed Income, Financial Analysis
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance and Economics
Penn State University 1991 — 1995
BS, Finance and International Business
Mindi Motko Marisa's Lehman Brothers Experience January 2004 - September 2008
Job Product Management at Vanguard
Industry Investment Management
Experience
Vanguard May 2015 - Present
Barclays January 2013 - Present
Barclays Capital August 2009 - December 2012
Barclays Capital October 2008 - August 2010
Lehman Brothers January 2004 - September 2008
Skills
Fixed Income, Finance, Capital Markets, Series 7, Securities, Prime Brokerage, Series 63, Strategy, Securities Lending, Business Analysis, Structured Products, Equities, Trading Systems, Investment Banking, Trading, Equity Derivatives, Options, Electronic Trading, Bloomberg, Hedge Funds, Product Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Economics
Penn State University 1997 — 2001
B.S Mathematics, Mathematics/Actuarial Science
Vanguard May 2015 - Present
Barclays January 2013 - Present
Barclays Capital August 2009 - December 2012
Barclays Capital October 2008 - August 2010
Lehman Brothers January 2004 - September 2008
Skills
Fixed Income, Finance, Capital Markets, Series 7, Securities, Prime Brokerage, Series 63, Strategy, Securities Lending, Business Analysis, Structured Products, Equities, Trading Systems, Investment Banking, Trading, Equity Derivatives, Options, Electronic Trading, Bloomberg, Hedge Funds, Product Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Economics
Penn State University 1997 — 2001
B.S Mathematics, Mathematics/Actuarial Science
Staci Talbot's Lehman Brothers Experience May 2005 - November 2008
Job Sr Consultant at Verizon
Industry Financial Services
Experience
Verizon May 2009 - Present
Lehman Brothers May 2005 - November 2008
Lehman Brothers July 2003 - May 2005
Merrill Lynch September 1996 - July 2003
Skills
Forecasting, Financial Analysis, Project Management, Change Management, Vendor Management, CRM, Finance, Project Planning, Management, Analysis, Variance Analysis, Team Building, General Ledger, Business Analysis, Corporate Finance, Cross-functional Team..., Business Process..., Budgets, Telecommunications
Education
Seton Hall University 2012 — 2013
Certificate of Advanced Study in Accounting
Penn State University 1992 — 1996
BA
Verizon May 2009 - Present
Lehman Brothers May 2005 - November 2008
Lehman Brothers July 2003 - May 2005
Merrill Lynch September 1996 - July 2003
Skills
Forecasting, Financial Analysis, Project Management, Change Management, Vendor Management, CRM, Finance, Project Planning, Management, Analysis, Variance Analysis, Team Building, General Ledger, Business Analysis, Corporate Finance, Cross-functional Team..., Business Process..., Budgets, Telecommunications
Education
Seton Hall University 2012 — 2013
Certificate of Advanced Study in Accounting
Penn State University 1992 — 1996
BA
Andrew Fay's Lehman Brothers Experience May 2008 - August 2008
Job Partner at Nehme Commodities
Industry Oil & Energy
Experience
NEHME COMMODITIES - Climate Change Commodities Trading March 2015 - Present
EDF Trading November 2010 - March 2015
EDF Trading May 2009 - November 2010
Lehman Brothers May 2008 - August 2008
Education
Pepperdine University 2005 — 2009
Finance
NEHME COMMODITIES - Climate Change Commodities Trading March 2015 - Present
EDF Trading November 2010 - March 2015
EDF Trading May 2009 - November 2010
Lehman Brothers May 2008 - August 2008
Education
Pepperdine University 2005 — 2009
Finance
Kristen Leggiero's Lehman Brothers Experience January 2006 - November 2008
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2014 - Present
Credit Suisse January 2012 - December 2014
Credit Suisse September 2009 - January 2012
Lehman Brothers January 2006 - November 2008
Skills
Event Management, Human Capital, Internal Communications, Marketing, Mentoring, Program Management, Project Management, Strategic Communications, Employee Surveys, Change Management, Investment Banking
Education
Penn State University
BS, Marketing Major, International Studies Minor (Smeal College of Business)
Credit Suisse December 2014 - Present
Credit Suisse January 2012 - December 2014
Credit Suisse September 2009 - January 2012
Lehman Brothers January 2006 - November 2008
Skills
Event Management, Human Capital, Internal Communications, Marketing, Mentoring, Program Management, Project Management, Strategic Communications, Employee Surveys, Change Management, Investment Banking
Education
Penn State University
BS, Marketing Major, International Studies Minor (Smeal College of Business)
James Holderman's Lehman Brothers Experience May 1994 - Present
Job Senior VIce President at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers May 1994 - Present
Education
Pace University-Pleasantville/Briarcliff Campus 1982 — 1988
BA, Soviet Studies
Lehman Brothers May 1994 - Present
Education
Pace University-Pleasantville/Briarcliff Campus 1982 — 1988
BA, Soviet Studies
Tim Gavin's Lehman Brothers Experience February 1984 - May 1989
Job Lead Analyst at Wipro
Industry Information Technology and Services
Experience
Wipro October 2013 - Present
Citigroup May 2006 - May 2013
TD Waterhouse March 2005 - May 2006
AT&T November 1998 - February 2004
NCR Corporation January 1996 - October 1998
Lehman Brothers February 1984 - May 1989
Skills
SOX, Risk, Internal Controls, IT Audit, IT Internal Controls, Financial Risk, Risk Management, Sarbanes-Oxley Act, Auditing, CISA, Project Management, SAS70, Process Improvement, ITIL, Information Technology, Integration, Disaster Recovery, IT Operations, Compliance, Governance, Cross-functional Team..., Information Security, Information Security..., ISO 27001, Business Continuity, PMO, Enterprise Risk..., COBIT, CISSP, SDLC, IT Management, Operational Risk..., Business Process..., Vendor Management, IT Risk Management, Operational Risk, Risk Assessment, Security, SSAE 16
Education
BSI Management Systems
certificate, ISO
Stevens Institute of Technology
Masters Certification, Project Management
The Chubb Institute
Certification, Computer Programming
Pitzer College
B.A., Economics
Wipro October 2013 - Present
Citigroup May 2006 - May 2013
TD Waterhouse March 2005 - May 2006
AT&T November 1998 - February 2004
NCR Corporation January 1996 - October 1998
Lehman Brothers February 1984 - May 1989
Skills
SOX, Risk, Internal Controls, IT Audit, IT Internal Controls, Financial Risk, Risk Management, Sarbanes-Oxley Act, Auditing, CISA, Project Management, SAS70, Process Improvement, ITIL, Information Technology, Integration, Disaster Recovery, IT Operations, Compliance, Governance, Cross-functional Team..., Information Security, Information Security..., ISO 27001, Business Continuity, PMO, Enterprise Risk..., COBIT, CISSP, SDLC, IT Management, Operational Risk..., Business Process..., Vendor Management, IT Risk Management, Operational Risk, Risk Assessment, Security, SSAE 16
Education
BSI Management Systems
certificate, ISO
Stevens Institute of Technology
Masters Certification, Project Management
The Chubb Institute
Certification, Computer Programming
Pitzer College
B.A., Economics
Paul Zakian's Lehman Brothers Experience May 1989 - September 2008
Job Director, Market Risk Management at Citi
Industry Financial Services
Experience
Citi May 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers May 1989 - September 2008
Education
Penn State University 1983 — 1988
B.S., Finance/Accounting
Citi May 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers May 1989 - September 2008
Education
Penn State University 1983 — 1988
B.S., Finance/Accounting
Andrew Kleeger's Lehman Brothers Experience April 1996 - April 1997
Job Principal, Ascent Capital Advisors (America) LLC
Industry Financial Services
Experience
Ascent Capital Advisors (America) LLC April 2015 - Present
UBS June 2011 - March 2015
UBS June 2010 - June 2011
Goldman Sachs April 1998 - June 2010
Union Bank of Switzerland April 1997 - March 1998
Lehman Brothers April 1996 - April 1997
JPMorgan Chase March 1994 - April 1996
KB Currency Advisors August 1991 - March 1994
Skills
Capital Markets, Equities, Business Strategy, Negotiation, Strategic Planning, Change Management, Fixed Income, New Business Development, Investments, Sales Management, Foreign Exchange, Business Development, Derivatives, Start-ups, Portfolio Management, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Management, Trading
Education
Penn State University 1986 — 1990
BA, Liberal Arts and Sciences/Liberal Studies
Penn State University 1986 — 1990
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
Ascent Capital Advisors (America) LLC April 2015 - Present
UBS June 2011 - March 2015
UBS June 2010 - June 2011
Goldman Sachs April 1998 - June 2010
Union Bank of Switzerland April 1997 - March 1998
Lehman Brothers April 1996 - April 1997
JPMorgan Chase March 1994 - April 1996
KB Currency Advisors August 1991 - March 1994
Skills
Capital Markets, Equities, Business Strategy, Negotiation, Strategic Planning, Change Management, Fixed Income, New Business Development, Investments, Sales Management, Foreign Exchange, Business Development, Derivatives, Start-ups, Portfolio Management, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Management, Trading
Education
Penn State University 1986 — 1990
BA, Liberal Arts and Sciences/Liberal Studies
Penn State University 1986 — 1990
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
Ray Jahaly's Lehman Brothers Experience 2005 - 2007
Job
Industry Financial Services
Experience
NewOak Capital LLC December 2011 - Present
BrookView Capital, LLC October 2009 - November 2011
Credit Suisse 2007 - 2008
Lehman Brothers 2005 - 2007
Zinc Capital Management 2004 - 2005
Lehman Brothers 2003 - 2004
Morgan Stanley 1999 - 2003
Price Waterhouse 1995 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Derivatives, Fund Of Funds, Prime Brokerage, Capital Markets, Portfolio Management, Private Equity, Investments, Series 7, Bloomberg, Investment Strategies
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Public Accounting
NewOak Capital LLC December 2011 - Present
BrookView Capital, LLC October 2009 - November 2011
Credit Suisse 2007 - 2008
Lehman Brothers 2005 - 2007
Zinc Capital Management 2004 - 2005
Lehman Brothers 2003 - 2004
Morgan Stanley 1999 - 2003
Price Waterhouse 1995 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Derivatives, Fund Of Funds, Prime Brokerage, Capital Markets, Portfolio Management, Private Equity, Investments, Series 7, Bloomberg, Investment Strategies
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Public Accounting
Thea Kelly's Lehman Brothers Experience May 2001 - October 2005
Job Accounting Manager, HR Officer, IT Liaison at J.K. Adams Co.
Industry Accounting
Experience
J.K. Adams Co. February 2013 - Present
Dorothea M. Kelly Consulting November 2008 - January 2015
Robert Half Management Resources July 2007 - July 2008
Credit Suisse First Boston October 2005 - July 2007
Lehman Brothers May 2001 - October 2005
JP Morgan May 1993 - September 1997
Salomon Brothers 1985 - 1993
Peat, Marwick, Mitchell & Co. January 1980 - May 1985
Skills
Internal Controls, Risk Management, Operational Risk, FINOP, Financial Reporting, Regulatory Reporting, Corporate Governance, Start-ups, Finance, Financial Analysis, Accounting, Banking, Business Planning, Auditing, Equities, Financial Modeling, Financial Risk, Mergers & Acquisitions, Management, Financial Services, Business Process..., Fixed Income, Management Consulting, Manufacturing, Risk Assessment, Enterprise Risk..., Tax, Asset Management, Valuation, Credit, Due Diligence, Sarbanes-Oxley Act, Change Management, Corporate Finance, Internal Audit, Forecasting, Capital Markets, IT Audit, Restructuring, Options, Investment Banking, Governance, Derivatives, Budgets, Policy, Securities
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
SUNY Albany
J.K. Adams Co. February 2013 - Present
Dorothea M. Kelly Consulting November 2008 - January 2015
Robert Half Management Resources July 2007 - July 2008
Credit Suisse First Boston October 2005 - July 2007
Lehman Brothers May 2001 - October 2005
JP Morgan May 1993 - September 1997
Salomon Brothers 1985 - 1993
Peat, Marwick, Mitchell & Co. January 1980 - May 1985
Skills
Internal Controls, Risk Management, Operational Risk, FINOP, Financial Reporting, Regulatory Reporting, Corporate Governance, Start-ups, Finance, Financial Analysis, Accounting, Banking, Business Planning, Auditing, Equities, Financial Modeling, Financial Risk, Mergers & Acquisitions, Management, Financial Services, Business Process..., Fixed Income, Management Consulting, Manufacturing, Risk Assessment, Enterprise Risk..., Tax, Asset Management, Valuation, Credit, Due Diligence, Sarbanes-Oxley Act, Change Management, Corporate Finance, Internal Audit, Forecasting, Capital Markets, IT Audit, Restructuring, Options, Investment Banking, Governance, Derivatives, Budgets, Policy, Securities
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
SUNY Albany
Rob Guglielmo's Lehman Brothers Experience December 1981 - September 2008
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers December 1981 - September 2008
KPMG Peat Marwick February 1978 - December 1981
Education
Penn State University 1976 — 1978
MBA Finance
University of Delaware 1972 — 1976
BS Accounting
Barclays Capital September 2008 - Present
Lehman Brothers December 1981 - September 2008
KPMG Peat Marwick February 1978 - December 1981
Education
Penn State University 1976 — 1978
MBA Finance
University of Delaware 1972 — 1976
BS Accounting
Joe Casale's Lehman Brothers Experience March 1993 - October 2008
Job Director Global Income Tax Reporting at CIT Group
Industry Accounting
Shaodong Jiang's Lehman Brothers Experience 1997 - 2008
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase December 2010 - Present
Barclays Capital 2008 - 2010
Lehman Brothers 1997 - 2008
Education
Peking University
B.S., Computer Science
University of Vermont
M.S., Mathematics
Yale University
M.Phil, Computer Science
JP Morgan Chase December 2010 - Present
Barclays Capital 2008 - 2010
Lehman Brothers 1997 - 2008
Education
Peking University
B.S., Computer Science
University of Vermont
M.S., Mathematics
Yale University
M.Phil, Computer Science
Rachel Brewster, CAIA's Lehman Brothers Experience April 1997 - May 1999
Job Senior Vice President, Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Bank of America Merrill Lynch September 2013 - August 2015
Man Investments July 2012 - September 2013
J&W Seligman August 2009 - July 2012
Morgan Stanley October 2006 - November 2008
Crosslink Capital April 2005 - October 2006
Piper Jaffray August 2003 - April 2005
Banc of America Securities June 1999 - August 2003
Lehman Brothers April 1997 - May 1999
Bernstein Global Wealth Management 1995 - 1997
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity
Education
Pepperdine University 1991 — 1995
BS, Business Administration
Flathead High School
Jefferies August 2015 - Present
Bank of America Merrill Lynch September 2013 - August 2015
Man Investments July 2012 - September 2013
J&W Seligman August 2009 - July 2012
Morgan Stanley October 2006 - November 2008
Crosslink Capital April 2005 - October 2006
Piper Jaffray August 2003 - April 2005
Banc of America Securities June 1999 - August 2003
Lehman Brothers April 1997 - May 1999
Bernstein Global Wealth Management 1995 - 1997
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity
Education
Pepperdine University 1991 — 1995
BS, Business Administration
Flathead High School
Jason Mysliwiec's Lehman Brothers Experience November 2003 - March 2008
Job Financial Analysis Professional
Industry Financial Services
Experience
Stryker March 2014 - August 2014
University of Notre Dame August 2013 - November 2013
Meridian Title Corporation July 2010 - January 2011
Dutchtowne Cabinetry April 2009 - November 2009
Lehman Brothers November 2003 - March 2008
Bear Stearns & Co August 2001 - March 2003
Skills
Financial Analysis, Financial Accounting, Corporate Finance, Financial Services, Sales, Investments
Education
University of Notre Dame; Notre
Master, Business Administration; Corporate Finance and Investments
Pepperdine University
Bachelor of Science, Business Administration; Finance and Management
South Bend Saint Joseph's
University of Notre Dame
Stryker March 2014 - August 2014
University of Notre Dame August 2013 - November 2013
Meridian Title Corporation July 2010 - January 2011
Dutchtowne Cabinetry April 2009 - November 2009
Lehman Brothers November 2003 - March 2008
Bear Stearns & Co August 2001 - March 2003
Skills
Financial Analysis, Financial Accounting, Corporate Finance, Financial Services, Sales, Investments
Education
University of Notre Dame; Notre
Master, Business Administration; Corporate Finance and Investments
Pepperdine University
Bachelor of Science, Business Administration; Finance and Management
South Bend Saint Joseph's
University of Notre Dame
Mike Gutch's Lehman Brothers Experience June 1995 - December 1999
Job Tax Director, SVP at Royal Bank of Scotland
Industry Banking
Experience
Royal Bank of Scotland November 2014 - Present
Royal Bank of Scotland March 2013 - October 2014
News Corporation July 2012 - December 2012
News Corporation September 2009 - June 2012
News Corporation December 1999 - August 2009
Lehman Brothers June 1995 - December 1999
Ernst & Young September 1992 - May 1995
Skills
CFOs, Business Valuation, Start-ups, Strategic Financial..., Strategic Planning, Digital Strategy, Financial Accounting, Content Strategy, Valuation, Analytics, Due Diligence, International Tax, Tax, Auditing, Financial Services, Business Strategy, Business Development, Financial Planning
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Finance
University at Buffalo 1988 — 1992
BS, Accounting, Finance
Royal Bank of Scotland November 2014 - Present
Royal Bank of Scotland March 2013 - October 2014
News Corporation July 2012 - December 2012
News Corporation September 2009 - June 2012
News Corporation December 1999 - August 2009
Lehman Brothers June 1995 - December 1999
Ernst & Young September 1992 - May 1995
Skills
CFOs, Business Valuation, Start-ups, Strategic Financial..., Strategic Planning, Digital Strategy, Financial Accounting, Content Strategy, Valuation, Analytics, Due Diligence, International Tax, Tax, Auditing, Financial Services, Business Strategy, Business Development, Financial Planning
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Finance
University at Buffalo 1988 — 1992
BS, Accounting, Finance
Glenn Huo's Lehman Brothers Experience September 2000 - November 2002
Job
Industry Information Technology and Services
Experience
TD Bank June 2013 - Present
Cablevision May 2013 - June 2013
Bloomberg LP January 2013 - May 2013
New York Life Insurance Company November 2012 - December 2012
Bloomberg LP April 2011 - July 2012
Brown Brothers Harriman August 2010 - January 2011
ADP December 2002 - August 2010
Lehman Brothers September 2000 - November 2002
Securities Industry Automation Corporation (SIAC), a subsidiary of NYSE April 1998 - September 2000
Cedara Software Corp. (formerly ISG Technologies Inc.) November 1995 - April 1998
Skills
Oracle, Database Design, Data Modeling, Data Modeling Patterns, Data Warehouse, OLTP, PL/SQL, Business Intelligence, Performance Tuning, Very Large Database, Green Plum, Netezza, Relational Databases, Dimensional Database, Hibernate, Design Patterns, C++, Java, TIBCO Rendezvous
Education
The University of British Columbia 1990 — 1993
Master of Science (M.Sc.), Computer Science
Peking University 1986 — 1990
Bachelor of Science (B.Sc.), Computer Science
TD Bank June 2013 - Present
Cablevision May 2013 - June 2013
Bloomberg LP January 2013 - May 2013
New York Life Insurance Company November 2012 - December 2012
Bloomberg LP April 2011 - July 2012
Brown Brothers Harriman August 2010 - January 2011
ADP December 2002 - August 2010
Lehman Brothers September 2000 - November 2002
Securities Industry Automation Corporation (SIAC), a subsidiary of NYSE April 1998 - September 2000
Cedara Software Corp. (formerly ISG Technologies Inc.) November 1995 - April 1998
Skills
Oracle, Database Design, Data Modeling, Data Modeling Patterns, Data Warehouse, OLTP, PL/SQL, Business Intelligence, Performance Tuning, Very Large Database, Green Plum, Netezza, Relational Databases, Dimensional Database, Hibernate, Design Patterns, C++, Java, TIBCO Rendezvous
Education
The University of British Columbia 1990 — 1993
Master of Science (M.Sc.), Computer Science
Peking University 1986 — 1990
Bachelor of Science (B.Sc.), Computer Science
Patrick Cusatis's Lehman Brothers Experience July 1992 - March 1997
Job Professor at Penn State University
Industry Financial Services
Experience
Penn State University PrincipalMunicipal Capital Investment GroupAugust 2002 - Present
Tucker Anthony Sutro March 2000 - December 2001
First Union Capital Markets March 1997 - March 2000
Lehman Brothers July 1992 - March 1997
Education
Penn State University 1984 — 1992
Ph.D., Finance
Penn State University PrincipalMunicipal Capital Investment GroupAugust 2002 - Present
Tucker Anthony Sutro March 2000 - December 2001
First Union Capital Markets March 1997 - March 2000
Lehman Brothers July 1992 - March 1997
Education
Penn State University 1984 — 1992
Ph.D., Finance
Lara Warner's Lehman Brothers Experience January 1999 - May 2001
Job COO/CFO Credit Suisse Investment Bank
Industry Financial Services
Experience
Credit Suisse January 2013 - Present
Credit Suisse April 2010 - Present
Credit Suisse December 2009 - June 2010
Credit Suisse November 2004 - November 2009
Lehman Brothers January 1999 - May 2001
AT&T June 1988 - June 1999
Skills
Equity Research, Financial Modeling, Business Strategy, Financial Analysis, Capital Markets, Strategy, Equities
Education
Penn State University 1984 — 1988
BS, Finance
Credit Suisse January 2013 - Present
Credit Suisse April 2010 - Present
Credit Suisse December 2009 - June 2010
Credit Suisse November 2004 - November 2009
Lehman Brothers January 1999 - May 2001
AT&T June 1988 - June 1999
Skills
Equity Research, Financial Modeling, Business Strategy, Financial Analysis, Capital Markets, Strategy, Equities
Education
Penn State University 1984 — 1988
BS, Finance
Emmanuel Bruno's Lehman Brothers Experience May 2006 - April 2007
Job Founder & CEO of Weno, LLC
Industry Consumer Services
Experience
Weno, LLC December 2006 - Present
Deutsche Bank May 2007 - May 2009
myMuze Incorporated 2009 - 2009
Lehman Brothers May 2006 - April 2007
Morgan Stanley 2004 - 2006
Education
Penn State University 2001 — 2005
BA, Accounting
Weno, LLC December 2006 - Present
Deutsche Bank May 2007 - May 2009
myMuze Incorporated 2009 - 2009
Lehman Brothers May 2006 - April 2007
Morgan Stanley 2004 - 2006
Education
Penn State University 2001 — 2005
BA, Accounting
Ran Duan's Lehman Brothers Experience July 2008 - October 2008
Job Senior Vice President, Quantitative Research Analyst
Industry Investment Management
Experience
PIMCO June 2012 - Present
PIMCO January 2010 - June 2012
Barclays Capital October 2008 - January 2010
Lehman Brothers July 2008 - October 2008
Lehman Brothers June 2007 - August 2007
Education
Yale University 2004 — 2008
Ph.D., Physics
Peking University 2000 — 2004
B.S & B.A., Physics & Economics
PIMCO June 2012 - Present
PIMCO January 2010 - June 2012
Barclays Capital October 2008 - January 2010
Lehman Brothers July 2008 - October 2008
Lehman Brothers June 2007 - August 2007
Education
Yale University 2004 — 2008
Ph.D., Physics
Peking University 2000 — 2004
B.S & B.A., Physics & Economics
Jim Mahn's Lehman Brothers Experience January 2000 - September 2007
Job Managing Director, Global Head at Citi Global Markets Inc.
Industry Financial Services
Experience
Citi Global Markets Inc. July 2011 - Present
Barclays Capital September 2007 - April 2011
Lehman Brothers January 2000 - September 2007
Skills
Series 63, Asset Managment, CDS, Portfolio Management, FINRA, Valuation, Financial Services, Securities, Credit Derivatives, Fixed Income, Electronic Trading, Credit, Investments, Financial Modeling, Private Equity, Financial Risk, Mutual Funds, Middle Office, Wealth Management, Banking, Mergers & Acquisitions, Relationship Management, Interest Rate..., Sales Management, Business Strategy, Corporate Finance, Business Analysis, Asset Management, Account Management, Emerging Markets, ETFs, Risk Management, Commodity, Reference Data, Equity Research, Alternative Investments, New Business Development, Sales, Structured Products, Financial Analysis, Project Management, Finance, Product Management, Bloomberg Terminal
Education
Penn State University 1989 — 1991
MBA, Finance
Providence College 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Citi Global Markets Inc. July 2011 - Present
Barclays Capital September 2007 - April 2011
Lehman Brothers January 2000 - September 2007
Skills
Series 63, Asset Managment, CDS, Portfolio Management, FINRA, Valuation, Financial Services, Securities, Credit Derivatives, Fixed Income, Electronic Trading, Credit, Investments, Financial Modeling, Private Equity, Financial Risk, Mutual Funds, Middle Office, Wealth Management, Banking, Mergers & Acquisitions, Relationship Management, Interest Rate..., Sales Management, Business Strategy, Corporate Finance, Business Analysis, Asset Management, Account Management, Emerging Markets, ETFs, Risk Management, Commodity, Reference Data, Equity Research, Alternative Investments, New Business Development, Sales, Structured Products, Financial Analysis, Project Management, Finance, Product Management, Bloomberg Terminal
Education
Penn State University 1989 — 1991
MBA, Finance
Providence College 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Cecile Aquias's Lehman Brothers Experience April 2000 - November 2007
Job Programmer/Analyst at Universal Music Group
Industry Music
Experience
Universal Music Group March 2008 - Present
Lehman Brothers April 2000 - November 2007
CYLOGIX May 1999 - March 2000
Lehman Brothers May 1997 - February 1999
Reliance Insurance April 1996 - May 1997
RR Donnelley July 1995 - February 1996
Morgan Stanley June 1993 - June 1995
Asian Development Bank January 1991 - March 1993
Skills
Financial Modeling, DB2, JCL, SQL, Project Management, COBOL, HTML, Databases, SDLC, Business Analysis, Mainframe, Testing, TSO, Software Documentation, Unix, Requirements Analysis, Requirements Gathering
Education
Pamantasan ng Lungsod ng Maynila 1984 — 1988
Bachelor of Science (BS), Computer Science
Universal Music Group March 2008 - Present
Lehman Brothers April 2000 - November 2007
CYLOGIX May 1999 - March 2000
Lehman Brothers May 1997 - February 1999
Reliance Insurance April 1996 - May 1997
RR Donnelley July 1995 - February 1996
Morgan Stanley June 1993 - June 1995
Asian Development Bank January 1991 - March 1993
Skills
Financial Modeling, DB2, JCL, SQL, Project Management, COBOL, HTML, Databases, SDLC, Business Analysis, Mainframe, Testing, TSO, Software Documentation, Unix, Requirements Analysis, Requirements Gathering
Education
Pamantasan ng Lungsod ng Maynila 1984 — 1988
Bachelor of Science (BS), Computer Science
Lily Xie's Lehman Brothers Experience November 2005 - September 2008
Job Senior Software Engineer at Empower Software Solutions
Industry Computer Software
Experience
Empower Software Solutions May 2010 - Present
Lehman Brothers November 2005 - September 2008
Inovant / Visa USA November 2000 - November 2005
Globeset Inc September 1999 - October 2000
Hydro Geo Chem 1995 - 1999
Education
Peking University
B.S., Geology
Tulane University
M.S., Geology
University of Arizona
Ph.D, Hydrology and Applied Math
Empower Software Solutions May 2010 - Present
Lehman Brothers November 2005 - September 2008
Inovant / Visa USA November 2000 - November 2005
Globeset Inc September 1999 - October 2000
Hydro Geo Chem 1995 - 1999
Education
Peking University
B.S., Geology
Tulane University
M.S., Geology
University of Arizona
Ph.D, Hydrology and Applied Math
Joseph W. Turza's Lehman Brothers Experience July 1993 - February 1996
Job Vice President at GE Capital
Industry Financial Services
Experience
GE Capital - Sponsor Finance September 2006 - Present
GE Capital - Structured Finance Group April 2002 - September 2006
GE Capital - Structured Finance Group August 2000 - April 2002
GE Capital - Structured Finance Group February 1996 - August 2000
Lehman Brothers July 1993 - February 1996
Reliance Group Holdings, Inc. November 1990 - July 1993
PricewaterhouseCoopers September 1987 - November 1990
Skills
Portfolio Management, Credit, Credit Risk, Loans, Financial Services, Finance, Auditing, Credit Analysis, Financial Modeling, Corporate Finance, Capital Markets, Structured Finance, Valuation, Due Diligence, Financial Structuring, Financial Analysis, Leveraged Finance
Education
Pace University - Lubin School of Business
B.B.A., Finance & Accounting
GE Capital - Sponsor Finance September 2006 - Present
GE Capital - Structured Finance Group April 2002 - September 2006
GE Capital - Structured Finance Group August 2000 - April 2002
GE Capital - Structured Finance Group February 1996 - August 2000
Lehman Brothers July 1993 - February 1996
Reliance Group Holdings, Inc. November 1990 - July 1993
PricewaterhouseCoopers September 1987 - November 1990
Skills
Portfolio Management, Credit, Credit Risk, Loans, Financial Services, Finance, Auditing, Credit Analysis, Financial Modeling, Corporate Finance, Capital Markets, Structured Finance, Valuation, Due Diligence, Financial Structuring, Financial Analysis, Leveraged Finance
Education
Pace University - Lubin School of Business
B.B.A., Finance & Accounting
Nicole Hirsch - LEED AP's Lehman Brothers Experience December 2006 - February 2007
Job Founder at Nicole Hirsch Design
Industry Design
Experience
Nicole Hirsch Design December 2010 - Present
Musho Architecture and Design LLC October 2008 - December 2010
Merrill Lynch March 2007 - October 2008
Lehman Brothers December 2006 - February 2007
Lehman Brothers September 2005 - December 2006
Balyasny Asset Management August 2004 - September 2005
AIG Financial Products April 2002 - July 2004
Skills
InDesign, Photoshop, Design Research, Illustrator, Graphic Design, 3D Studio Max, Furniture, Concept Development
Education
Parsons School of Design 2009 — 2010
AAS, Interior Design
University of California, San Diego 1997 — 2001
BA, Economics
Université Paul Valéry (Montpellier III) 1999 — 2000
Study Abroad
Nicole Hirsch Design December 2010 - Present
Musho Architecture and Design LLC October 2008 - December 2010
Merrill Lynch March 2007 - October 2008
Lehman Brothers December 2006 - February 2007
Lehman Brothers September 2005 - December 2006
Balyasny Asset Management August 2004 - September 2005
AIG Financial Products April 2002 - July 2004
Skills
InDesign, Photoshop, Design Research, Illustrator, Graphic Design, 3D Studio Max, Furniture, Concept Development
Education
Parsons School of Design 2009 — 2010
AAS, Interior Design
University of California, San Diego 1997 — 2001
BA, Economics
Université Paul Valéry (Montpellier III) 1999 — 2000
Study Abroad
Pankaj Kushwaha's Lehman Brothers Experience March 2006 - August 2008
Job Manager at International Fund Services (Ireland) Ltd, A State Street Company
Industry Banking
Experience
International Fund Services (Ireland) Ltd, A State Street Company April 2010 - Present
JPMorgan Chase August 2008 - February 2010
Lehman Brothers March 2006 - August 2008
PFPC June 2003 - March 2006
Skills
Hedge Funds, Financial Analysis
Education
Philadelphia University 2001 — 2003
MBA, Finance
International Fund Services (Ireland) Ltd, A State Street Company April 2010 - Present
JPMorgan Chase August 2008 - February 2010
Lehman Brothers March 2006 - August 2008
PFPC June 2003 - March 2006
Skills
Hedge Funds, Financial Analysis
Education
Philadelphia University 2001 — 2003
MBA, Finance
Jerry Gurevich's Lehman Brothers Experience May 2006 - February 2007
Job Vice President Business Unit Controller at Fidelity
Industry Financial Services
Experience
Fidelity February 2007 - Present
Lehman Brothers May 2006 - February 2007
TD Waterhouse October 1993 - May 2006
Education
Pace University - Lubin School of Business 1989 — 1993
BBA, Accounting
Fidelity February 2007 - Present
Lehman Brothers May 2006 - February 2007
TD Waterhouse October 1993 - May 2006
Education
Pace University - Lubin School of Business 1989 — 1993
BBA, Accounting
emmanuel bruno's Lehman Brothers Experience May 2006 - April 2007
Job strategic alliance director at impact republic
Industry Investment Management
Experience
Impact Republic August 2013 - Present
JPMorgan Chase November 2011 - May 2013
Weno, LLC November 2011 - May 2013
myMuze Incorporated August 2009 - September 2011
Deutsche Bank May 2007 - May 2009
Lehman Brothers May 2006 - April 2007
Morgan Stanley November 2004 - April 2006
Skills
Marketing, Hedge Funds, Management, CRM, Leadership, Finance, Recruiting, Banking, Investments, Sales, Project Planning, Financial Services, Time Management, Fundraising, Human Resources, Investment Banking, Customer Satisfaction, Mergers & Acquisitions, Strategy, Trading, Retail, Start-ups, Marketing Strategy, Social Media Marketing, Market Research, Business Development, Business Planning, Customer Service, Social Networking, Project Management
Education
Penn State University 2001 — 2005
Bachelor's degree, Accounting and Finance, 3.63
Impact Republic August 2013 - Present
JPMorgan Chase November 2011 - May 2013
Weno, LLC November 2011 - May 2013
myMuze Incorporated August 2009 - September 2011
Deutsche Bank May 2007 - May 2009
Lehman Brothers May 2006 - April 2007
Morgan Stanley November 2004 - April 2006
Skills
Marketing, Hedge Funds, Management, CRM, Leadership, Finance, Recruiting, Banking, Investments, Sales, Project Planning, Financial Services, Time Management, Fundraising, Human Resources, Investment Banking, Customer Satisfaction, Mergers & Acquisitions, Strategy, Trading, Retail, Start-ups, Marketing Strategy, Social Media Marketing, Market Research, Business Development, Business Planning, Customer Service, Social Networking, Project Management
Education
Penn State University 2001 — 2005
Bachelor's degree, Accounting and Finance, 3.63
Janelle Matthews's Lehman Brothers Experience 2006 - 2008
Job Recruiter at CPI
Industry Venture Capital & Private Equity
Experience
CPI 2010 - Present
TPG Capital 2007 - 2009
Lehman Brothers 2006 - 2008
Skills
Recruiting, Investment Banking, Mergers & Acquisitions, Strategy, Private Equity
Education
Penn State University
CPI 2010 - Present
TPG Capital 2007 - 2009
Lehman Brothers 2006 - 2008
Skills
Recruiting, Investment Banking, Mergers & Acquisitions, Strategy, Private Equity
Education
Penn State University
Maida Baez's Lehman Brothers Experience December 2004 - January 2006
Job Trade Support at Millennium Partners
Industry Investment Management
Experience
Millennium Partners July 2010 - Present
Barclays Wealth January 2009 - June 2010
Lehman Brothers / Barclays Capital December 2007 - January 2009
Lehman Brothers / Barclays Capital January 2006 - December 2007
Lehman Brothers December 2004 - January 2006
Citibank North America July 2004 - December 2004
Smith Barney 2001 - 2003
Education
Pace University - Lubin School of Business
Bachelor, Business Administration; Finance
Millennium Partners July 2010 - Present
Barclays Wealth January 2009 - June 2010
Lehman Brothers / Barclays Capital December 2007 - January 2009
Lehman Brothers / Barclays Capital January 2006 - December 2007
Lehman Brothers December 2004 - January 2006
Citibank North America July 2004 - December 2004
Smith Barney 2001 - 2003
Education
Pace University - Lubin School of Business
Bachelor, Business Administration; Finance
Nadine Geoffroy's Lehman Brothers Experience January 1997 - April 2005
Job Independent Human Resources Professional
Industry Human Resources
Experience
Lehman Brothers January 1997 - April 2005
Education
Pace University - Lubin School of Business 1994 — 1997
MBA, Financail Management
University of Scranton 1987 — 1991
BS, Accounting
Lehman Brothers January 1997 - April 2005
Education
Pace University - Lubin School of Business 1994 — 1997
MBA, Financail Management
University of Scranton 1987 — 1991
BS, Accounting
Jerrold Kohn's Lehman Brothers Experience June 1986 - January 1991
Job IT Director / Management Consultant
Industry Information Technology and Services
Experience
Major non-profit November 2001 - Present
CNBC June 2005 - December 2007
Dell November 1999 - October 2001
Bear Stearns January 1992 - January 1996
Lehman Brothers June 1986 - January 1991
Skills
IT Management, IT Strategy, Salesforce.com, Information Technology, PMO, Vendor Management, IT Operations, Program Management, Governance, SDLC, Business Continuity, Integration, Database Administration, Business Analysis, Project Management, Business Intelligence, Business Process...
Education
Pace University - Lubin School of Business 1987 — 1991
Master of Business Administration (MBA), Information Technology, A
Saint John's University
BS, Chemistry
Major non-profit November 2001 - Present
CNBC June 2005 - December 2007
Dell November 1999 - October 2001
Bear Stearns January 1992 - January 1996
Lehman Brothers June 1986 - January 1991
Skills
IT Management, IT Strategy, Salesforce.com, Information Technology, PMO, Vendor Management, IT Operations, Program Management, Governance, SDLC, Business Continuity, Integration, Database Administration, Business Analysis, Project Management, Business Intelligence, Business Process...
Education
Pace University - Lubin School of Business 1987 — 1991
Master of Business Administration (MBA), Information Technology, A
Saint John's University
BS, Chemistry
Jay Aaronson's Lehman Brothers Experience 2006 - 2008
Job Director Prime Brokerage Account Management at Barclays
Industry Financial Services
Experience
Barclays January 2013 - Present
Barclays July 2006 - January 2013
Lehman Brothers 2006 - 2008
Goldman Sachs 2004 - 2006
Skills
Prime Brokerage, Trading Systems, Equities, Financial Services, Fixed Income, Equity Trading, Options, Electronic Trading, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Equity Derivatives, Alternative Investments, Series 7, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Global Business
Peking University 2010 — 2010
University of Michigan 1998 — 2002
BA, Economics
Barclays January 2013 - Present
Barclays July 2006 - January 2013
Lehman Brothers 2006 - 2008
Goldman Sachs 2004 - 2006
Skills
Prime Brokerage, Trading Systems, Equities, Financial Services, Fixed Income, Equity Trading, Options, Electronic Trading, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Equity Derivatives, Alternative Investments, Series 7, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Global Business
Peking University 2010 — 2010
University of Michigan 1998 — 2002
BA, Economics
Margaret Eng's Lehman Brothers Experience 1997 - 2005
Job Manager, Financial Reporting
Industry Motion Pictures and Film
Experience
IMAX November 2006 - August 2012
Lehman Brothers 1997 - 2005
Merrill Lynch 1986 - 1996
Merrill Lynch 1986 - 1996
Merrill Lynch 1986 - 1996
Skills
Budget Process, Forecasting, Variance Analysis, Headcount Reporting, Monthly Close Process, End User Training, Interdepartmental..., Executive Reporting, Process Enhancement, Process Efficiency, Ad Hoc Reporting, Microsoft Excel, Microsoft Office, Hyperion Planning, Hyperion Reports, Essbase, Financial Analysis, Financial Reporting, Financial Modeling
Education
Pace University - Lubin School of Business 1978 — 1983
BBA
IMAX November 2006 - August 2012
Lehman Brothers 1997 - 2005
Merrill Lynch 1986 - 1996
Merrill Lynch 1986 - 1996
Merrill Lynch 1986 - 1996
Skills
Budget Process, Forecasting, Variance Analysis, Headcount Reporting, Monthly Close Process, End User Training, Interdepartmental..., Executive Reporting, Process Enhancement, Process Efficiency, Ad Hoc Reporting, Microsoft Excel, Microsoft Office, Hyperion Planning, Hyperion Reports, Essbase, Financial Analysis, Financial Reporting, Financial Modeling
Education
Pace University - Lubin School of Business 1978 — 1983
BBA
Andrew Weinberg's Lehman Brothers Experience September 2005 - June 2009
Job Senior Fixed Income Trader
Industry Capital Markets
Experience
AQR Capital Management May 2014 - Present
RBC Capital Markets July 2009 - April 2013
Lehman Brothers September 2005 - June 2009
JPMorgan Chase November 2003 - September 2005
PwC June 1999 - November 2003
Skills
Hedge Funds, Convertible Arbitrage, Event Driven, Long/Short Equity, Market Neutral, Absolute Return, Special Situations..., Principal Investing, High Yield Bonds, High Grade, Credit Trading, Fixed Income Portfolio..., US Treasuries, Alternative Investment..., Equity Derivatives, Investments
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA - Corporate Finance & Markets, 2007
Penn State University 1995 — 1999
BS
AQR Capital Management May 2014 - Present
RBC Capital Markets July 2009 - April 2013
Lehman Brothers September 2005 - June 2009
JPMorgan Chase November 2003 - September 2005
PwC June 1999 - November 2003
Skills
Hedge Funds, Convertible Arbitrage, Event Driven, Long/Short Equity, Market Neutral, Absolute Return, Special Situations..., Principal Investing, High Yield Bonds, High Grade, Credit Trading, Fixed Income Portfolio..., US Treasuries, Alternative Investment..., Equity Derivatives, Investments
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA - Corporate Finance & Markets, 2007
Penn State University 1995 — 1999
BS
Josh Prokopiak's Lehman Brothers Experience March 1995 - May 1996
Job Director COO at Societe Generale
Industry Financial Services
Experience
Societe Generale July 2009 - Present
Societe Generale 2004 - 2009
Goldman Sachs August 2002 - June 2004
Goldman Sachs April 1999 - August 2002
Goldman Sachs May 1996 - April 1999
Lehman Brothers March 1995 - May 1996
Prudential Securities March 1994 - March 1995
Prudential Securities July 1993 - March 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Societe Generale July 2009 - Present
Societe Generale 2004 - 2009
Goldman Sachs August 2002 - June 2004
Goldman Sachs April 1999 - August 2002
Goldman Sachs May 1996 - April 1999
Lehman Brothers March 1995 - May 1996
Prudential Securities March 1994 - March 1995
Prudential Securities July 1993 - March 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Yulei Zhang's Lehman Brothers Experience May 2007 - September 2008
Job System Architect at Chicago Stock Exchange
Industry Information Technology and Services
Experience
Chicago Stock Exchange April 2012 - Present
Nomura Securities October 2008 - August 2011
Lehman Brothers May 2007 - September 2008
Skills
Java, Trading Systems, C#
Education
Peking University
B.S.
University of Illinois at Chicago
M.S.,Ph.D.
Chicago Stock Exchange April 2012 - Present
Nomura Securities October 2008 - August 2011
Lehman Brothers May 2007 - September 2008
Skills
Java, Trading Systems, C#
Education
Peking University
B.S.
University of Illinois at Chicago
M.S.,Ph.D.
David Briggs's Lehman Brothers Experience 2004 - 2006
Job
Industry Investment Management
Experience
Dulcet Capital Management 2014 - Present
Ziff Brothers Investments 2006 - 2014
Lehman Brothers 2004 - 2006
Arthur Andersen 1999 - 2002
Skills
Hedge Funds, Equities, Asset Management, Valuation, Strategy, Financial Modeling, Private Equity, Investment Banking, Alternative Investments, Emerging Markets, Equity Research, Options, Bloomberg, Derivatives
Education
Darden Business School 2002 — 2004
Master of Business Administration (MBA)
Penn State University 1994 — 1998
BS, Economics
Dulcet Capital Management 2014 - Present
Ziff Brothers Investments 2006 - 2014
Lehman Brothers 2004 - 2006
Arthur Andersen 1999 - 2002
Skills
Hedge Funds, Equities, Asset Management, Valuation, Strategy, Financial Modeling, Private Equity, Investment Banking, Alternative Investments, Emerging Markets, Equity Research, Options, Bloomberg, Derivatives
Education
Darden Business School 2002 — 2004
Master of Business Administration (MBA)
Penn State University 1994 — 1998
BS, Economics
Kenneth Duca's Lehman Brothers Experience 2003 - 2004
Job HR Compensation at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management 2013 - Present
The Blackstone Group 2009 - 2013
Merrill Lynch 2004 - 2009
Lehman Brothers 2003 - 2004
Mellon Financial 2002 - 2003
PwC 1999 - 2002
Skills
Deferred Compensation, Human Resources
Education
Penn State University 1995 — 1999
Bachelor of Science: Finance, Minor: Real Estate, Business/Finance/Real Estate
Och-Ziff Capital Management 2013 - Present
The Blackstone Group 2009 - 2013
Merrill Lynch 2004 - 2009
Lehman Brothers 2003 - 2004
Mellon Financial 2002 - 2003
PwC 1999 - 2002
Skills
Deferred Compensation, Human Resources
Education
Penn State University 1995 — 1999
Bachelor of Science: Finance, Minor: Real Estate, Business/Finance/Real Estate
Mi Li's Lehman Brothers Experience 2007 - 2007
Job Manager at EY Actuarial Advisory
Industry Financial Services
Experience
EY 2015 - Present
Voya Financial (formerly ING U.S.) 2010 - 2015
ING Insurance Asia/Pacific 2008 - 2010
Lehman Brothers 2007 - 2007
Education
Peking University
Master of Arts (M.A.), Finance, Guanghua School of Management 北京大学光华管理学院
Peking University
Bachelor of Arts (B.A.), Finance, Guanghua School of Management 北京大学光华管理学院
Peking University
Bachelor of Science (B.S.), Statistics, 北京大学数学学院
EY 2015 - Present
Voya Financial (formerly ING U.S.) 2010 - 2015
ING Insurance Asia/Pacific 2008 - 2010
Lehman Brothers 2007 - 2007
Education
Peking University
Master of Arts (M.A.), Finance, Guanghua School of Management 北京大学光华管理学院
Peking University
Bachelor of Arts (B.A.), Finance, Guanghua School of Management 北京大学光华管理学院
Peking University
Bachelor of Science (B.S.), Statistics, 北京大学数学学院
Jackie Kwan's Lehman Brothers Experience June 2002 - July 2007
Job VP of Quantitative Strategies at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Goldman Sachs August 2007 - December 2012
Lehman Brothers June 2002 - July 2007
Education
Stanford University 2000 — 2002
Master's Degree, Statistics and Research Methods
Peking University 1995 — 1999
Bachelor's Degree, Mathematics and Statistics, A
Morgan Stanley January 2013 - Present
Goldman Sachs August 2007 - December 2012
Lehman Brothers June 2002 - July 2007
Education
Stanford University 2000 — 2002
Master's Degree, Statistics and Research Methods
Peking University 1995 — 1999
Bachelor's Degree, Mathematics and Statistics, A
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS