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
Cy MacKinnon Cy MacKinnon's Lehman Brothers Experience October 2000 - April 2002
Job Managing Partner at MacKinnon Capital Partners
Industry Investment Management
Experience
MacKinnon Capital Partners LLC October 2011 - Present
Black River Asset Management April 2006 - September 2011
Credit Suisse June 2003 - February 2006
Lehman Brothers October 2000 - April 2002
Credit Suisse September 1998 - July 2000
Credit Suisse April 1996 - September 1998
Oppenheimer & Co. June 1995 - March 1996
Skills
Hedge Funds, Private Equity, Global Macro, Fixed Income, Portfolio Management, Investment Banking, Investments, Valuation, Mergers & Acquisitions, Financial Modeling, Due Diligence, Capital Markets, Corporate Finance, Equities
Education
Princeton University 1991 — 1995
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 1993 — 1994
General Course, Economic History
MacKinnon Capital Partners LLC October 2011 - Present
Black River Asset Management April 2006 - September 2011
Credit Suisse June 2003 - February 2006
Lehman Brothers October 2000 - April 2002
Credit Suisse September 1998 - July 2000
Credit Suisse April 1996 - September 1998
Oppenheimer & Co. June 1995 - March 1996
Skills
Hedge Funds, Private Equity, Global Macro, Fixed Income, Portfolio Management, Investment Banking, Investments, Valuation, Mergers & Acquisitions, Financial Modeling, Due Diligence, Capital Markets, Corporate Finance, Equities
Education
Princeton University 1991 — 1995
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 1993 — 1994
General Course, Economic History
C.H. Randolph Lyon C.H. Randolph Lyon's Lehman Brothers Experience 2001 - 2005
Job Vice Chairman at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. 2005 - Present
Lehman Brothers 2001 - 2005
J.P. Morgan 1992 - 2000
First Boston Corporation 1967 - 1992
Education
University of Virginia Darden School of Business 1965 — 1967
Master of Business Administration (M.B.A.)
Princeton University 1961 — 1965
Bachelor's Degree
Robert W. Baird & Co. 2005 - Present
Lehman Brothers 2001 - 2005
J.P. Morgan 1992 - 2000
First Boston Corporation 1967 - 1992
Education
University of Virginia Darden School of Business 1965 — 1967
Master of Business Administration (M.B.A.)
Princeton University 1961 — 1965
Bachelor's Degree
Jennifer Saarbach Jennifer Saarbach's Lehman Brothers Experience July 2006 - September 2008
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Morgan Stanley April 2010 - July 2013
Barclays September 2008 - March 2010
Lehman Brothers July 2006 - September 2008
Skills
Interest Rate..., Sales, Hedge Funds, US Treasuries, Options, Exotic Derivatives, Cooking, High Intensity Interval..., Yoga, Pilates, Writing, Creative Writing, MBS
Education
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Morgan Stanley April 2010 - July 2013
Barclays September 2008 - March 2010
Lehman Brothers July 2006 - September 2008
Skills
Interest Rate..., Sales, Hedge Funds, US Treasuries, Options, Exotic Derivatives, Cooking, High Intensity Interval..., Yoga, Pilates, Writing, Creative Writing, MBS
Education
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Jamie Feinberg's Lehman Brothers Experience 2004 - 2008
Job Fixed Income, Interest Rate Products at Barclays
Industry Financial Services
Alan Berkson's Lehman Brothers Experience 1987 - 1992
Job Educator, Storyteller, Cheerleader
Industry Computer Software
Experience
Freshdesk June 2013 - Present
Intelligist Group September 2010 - October 2013
Starlight Runner Entertainment May 2012 - May 2013
InfoManage Corporation February 1997 - September 2010
Price Waterhouse Management Consultants January 1993 - February 1997
Lehman Brothers 1987 - 1992
Gateways Magazine 1986 - 1990
Queens College Academic Computer Center June 1986 - February 1987
Skills
Business Strategy, Innovation, Analytics, Competitive Analysis, Blogging, Public Speaking, Social Media, Strategic Planning, Customer Service, Digital Strategy, Brand Development, Cloud Computing, Marketing, Communication, Product Management, Strategy, Content Marketing, Leadership, Executive Management, Management Consulting, Problem Solving, Thought Leadership, IT Strategy, Business Development, Marketing Strategy, CRM, Product Development, Product Marketing, Creativity, Social Media Marketing, Entrepreneurship, Strategic Partnerships, Content Strategy, Speaking Engagements, Start-ups, Educational Seminars, Enterprise Software, Consulting, IT Management, Training, Business Planning, Brand Management, SaaS, Networking, Lead Generation, E-commerce, Social Business, Email Marketing
Education
City University of New York-Queens College
BA, Computer Science
NYU Stern School of Business
MBA (incomplete), Finance
Freshdesk June 2013 - Present
Intelligist Group September 2010 - October 2013
Starlight Runner Entertainment May 2012 - May 2013
InfoManage Corporation February 1997 - September 2010
Price Waterhouse Management Consultants January 1993 - February 1997
Lehman Brothers 1987 - 1992
Gateways Magazine 1986 - 1990
Queens College Academic Computer Center June 1986 - February 1987
Skills
Business Strategy, Innovation, Analytics, Competitive Analysis, Blogging, Public Speaking, Social Media, Strategic Planning, Customer Service, Digital Strategy, Brand Development, Cloud Computing, Marketing, Communication, Product Management, Strategy, Content Marketing, Leadership, Executive Management, Management Consulting, Problem Solving, Thought Leadership, IT Strategy, Business Development, Marketing Strategy, CRM, Product Development, Product Marketing, Creativity, Social Media Marketing, Entrepreneurship, Strategic Partnerships, Content Strategy, Speaking Engagements, Start-ups, Educational Seminars, Enterprise Software, Consulting, IT Management, Training, Business Planning, Brand Management, SaaS, Networking, Lead Generation, E-commerce, Social Business, Email Marketing
Education
City University of New York-Queens College
BA, Computer Science
NYU Stern School of Business
MBA (incomplete), Finance
Christopher Oh Christopher Oh's Lehman Brothers Experience August 2001 - May 2003
Job Vice President of Strategic Operations at MGM Resorts International
Industry Hospitality
Experience
MGM Resorts International September 2014 - Present
MGM Resorts International March 2013 - September 2014
ARIA Resort & Casino May 2012 - March 2013
ARIA Resort & Casino March 2010 - May 2012
Project CityCenter (MGM Resorts International) April 2009 - March 2010
JH Whitney Investment Management March 2007 - April 2008
Ende Capital Group June 2005 - March 2007
Lehman Brothers August 2001 - May 2003
Lehman Brothers July 1999 - March 2000
Skills
Strategic Planning, Corporate Strategy..., Financial Analysis, Financial Modeling, Business Strategy, Finance, Financial Accounting, Project Management, Market Research, Investment Research, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA), Finance, General
Princeton University 1995 — 1999
Bachelor of Arts (BA), Economics
MGM Resorts International September 2014 - Present
MGM Resorts International March 2013 - September 2014
ARIA Resort & Casino May 2012 - March 2013
ARIA Resort & Casino March 2010 - May 2012
Project CityCenter (MGM Resorts International) April 2009 - March 2010
JH Whitney Investment Management March 2007 - April 2008
Ende Capital Group June 2005 - March 2007
Lehman Brothers August 2001 - May 2003
Lehman Brothers July 1999 - March 2000
Skills
Strategic Planning, Corporate Strategy..., Financial Analysis, Financial Modeling, Business Strategy, Finance, Financial Accounting, Project Management, Market Research, Investment Research, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA), Finance, General
Princeton University 1995 — 1999
Bachelor of Arts (BA), Economics
Elizabeth Haney Elizabeth Haney's Lehman Brothers Experience March 2004 - September 2008
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse March 2014 - Present
Wealth and Investment Management at Barclays September 2008 - March 2014
Lehman Brothers March 2004 - September 2008
Goldman Sachs June 2001 - March 2004
Education
New York University - Leonard N. Stern School of Business
MBA
Princeton University
Credit Suisse March 2014 - Present
Wealth and Investment Management at Barclays September 2008 - March 2014
Lehman Brothers March 2004 - September 2008
Goldman Sachs June 2001 - March 2004
Education
New York University - Leonard N. Stern School of Business
MBA
Princeton University
Robert J Reilly Robert J Reilly's Lehman Brothers Experience September 2006 - March 2009
Job Chief Investment Officer, Client Advisor at Sandy Cove Advisors, LLC
Industry Financial Services
Experience
Sandy Cove Advisors, LLC December 2014 - Present
J.P. Morgan July 2013 - December 2014
UBS Investment Bank March 2009 - December 2012
Lehman Brothers September 2006 - March 2009
Piper Jaffray March 2005 - August 2006
Prudential Financial August 1998 - March 2005
Education
Babson (Olin), Providence College
MBA, Finance
Providence College
BS, Finance
Sandy Cove Advisors, LLC December 2014 - Present
J.P. Morgan July 2013 - December 2014
UBS Investment Bank March 2009 - December 2012
Lehman Brothers September 2006 - March 2009
Piper Jaffray March 2005 - August 2006
Prudential Financial August 1998 - March 2005
Education
Babson (Olin), Providence College
MBA, Finance
Providence College
BS, Finance
Rajan Arora Rajan Arora's Lehman Brothers Experience March 2008 - December 2008
Job Director at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management September 2012 - Present
Liberty View Capital Management, LLC April 2010 - June 2012
Pilotrock Investment Partners GP, LLC March 2009 - March 2010
Lehman Brothers March 2008 - December 2008
Lehman Brothers June 2004 - December 2007
Lehman Brothers June 2004 - October 2007
Ernst & Young August 2001 - May 2004
JP Morgan Chase & Co August 1998 - January 2001
JPMorgan Chase 1998 - 2001
Lehman Brothers Inc August 1996 - July 1998
Education
University of Rochester 1994 — 1996
Master, Business Administration; Finance and Corporate Accounting
University of Rochester - Simon Business School 1994 — 1996
MBA, Finance
William E. Simon Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), Finance, General
Punjab Engineering College 1985 — 1989
Bachelor, Mechanical Engineering
Barclays Wealth and Investment Management September 2012 - Present
Liberty View Capital Management, LLC April 2010 - June 2012
Pilotrock Investment Partners GP, LLC March 2009 - March 2010
Lehman Brothers March 2008 - December 2008
Lehman Brothers June 2004 - December 2007
Lehman Brothers June 2004 - October 2007
Ernst & Young August 2001 - May 2004
JP Morgan Chase & Co August 1998 - January 2001
JPMorgan Chase 1998 - 2001
Lehman Brothers Inc August 1996 - July 1998
Education
University of Rochester 1994 — 1996
Master, Business Administration; Finance and Corporate Accounting
University of Rochester - Simon Business School 1994 — 1996
MBA, Finance
William E. Simon Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), Finance, General
Punjab Engineering College 1985 — 1989
Bachelor, Mechanical Engineering
Basil George Basil George's Lehman Brothers Experience September 2007 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Santander Consumer USA Inc. September 2014 - Present
UBS February 2014 - September 2014
Ally Financial Inc. May 2011 - January 2014
Barclays Capital September 2008 - May 2011
Lehman Brothers September 2007 - September 2008
Skills
Market Risk, Credit Risk, VAR, Basel I, Basel II, CaliberRM, Clarity, Risk Management, Business Process..., Change Management, Business Process Design, Sybase, Business Analysis, Stress Testing, Options, Derivatives, Equities, Financial Risk, Fixed Income
Education
Purdue University 2005 — 2007
MS, Computer Science
University of Bridgeport 2001 — 2004
BSc, Computer Science
Santander Consumer USA Inc. September 2014 - Present
UBS February 2014 - September 2014
Ally Financial Inc. May 2011 - January 2014
Barclays Capital September 2008 - May 2011
Lehman Brothers September 2007 - September 2008
Skills
Market Risk, Credit Risk, VAR, Basel I, Basel II, CaliberRM, Clarity, Risk Management, Business Process..., Change Management, Business Process Design, Sybase, Business Analysis, Stress Testing, Options, Derivatives, Equities, Financial Risk, Fixed Income
Education
Purdue University 2005 — 2007
MS, Computer Science
University of Bridgeport 2001 — 2004
BSc, Computer Science
Moy McIntosh Moy McIntosh's Lehman Brothers Experience June 2008 - July 2008
Job Information Specialist for Sealed Air Corporation
Industry Financial Services
Experience
Sealed Air Corporation August 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2012 - August 2015
Fitch Ratings September 2008 - October 2012
Private Collection December 2007 - October 2009
Lehman Brothers June 2008 - July 2008
Washington State History Museum February 2006 - June 2006
Skills
Bloomberg, Factiva, Hoovers, Microsoft Office, Morningstar, Westlaw, CapitalIQ, Reuters, Content Management, Knowledge Management, Factset, LexisNexis, Thomson One, Thomson SDC, Capital Markets, Project Management, CCH Intelliconnect, EDGAR
Education
Special Libraries Association
Copyright Manager Certificate
Pratt Institute 2007 — 2008
MLIS, Library and Information Science
Wichita State University
B.S., Art History & Anthropology, minor in German
Sealed Air Corporation August 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2012 - August 2015
Fitch Ratings September 2008 - October 2012
Private Collection December 2007 - October 2009
Lehman Brothers June 2008 - July 2008
Washington State History Museum February 2006 - June 2006
Skills
Bloomberg, Factiva, Hoovers, Microsoft Office, Morningstar, Westlaw, CapitalIQ, Reuters, Content Management, Knowledge Management, Factset, LexisNexis, Thomson One, Thomson SDC, Capital Markets, Project Management, CCH Intelliconnect, EDGAR
Education
Special Libraries Association
Copyright Manager Certificate
Pratt Institute 2007 — 2008
MLIS, Library and Information Science
Wichita State University
B.S., Art History & Anthropology, minor in German
April Frieda, CFA April Frieda, CFA's Lehman Brothers Experience July 2008 - September 2008
Job Vice President at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management November 2009 - Present
Barclays Capital September 2008 - November 2009
Lehman Brothers July 2008 - September 2008
Skills
Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Equities, Alternative Investments
Education
Princeton University 2004 — 2008
BSE, Operations Research and Financial Engineering
AQR Capital Management November 2009 - Present
Barclays Capital September 2008 - November 2009
Lehman Brothers July 2008 - September 2008
Skills
Fixed Income, Hedge Funds, Bloomberg, Investment Banking, Equities, Alternative Investments
Education
Princeton University 2004 — 2008
BSE, Operations Research and Financial Engineering
Phil Buffa Phil Buffa's Lehman Brothers Experience 2001 - 2003
Job Analyst at Arrowgrass
Industry Financial Services
Experience
Arrowgrass Capital Partners LLP September 2014 - Present
Barclays February 2013 - August 2014
Simpson Thacher & Bartlett LLP September 2007 - February 2013
Lehman Brothers 2001 - 2003
Education
Princeton University
AB, Economics
University of Virginia School of Law
JD
Arrowgrass Capital Partners LLP September 2014 - Present
Barclays February 2013 - August 2014
Simpson Thacher & Bartlett LLP September 2007 - February 2013
Lehman Brothers 2001 - 2003
Education
Princeton University
AB, Economics
University of Virginia School of Law
JD
Aurora Cosme Aurora Cosme's Lehman Brothers Experience 2002 - 2007
Job AVP OF FULFILLMENT & FUNDING at Metropolitan Home Mortgage
Industry Banking
Experience
Metropolitan Home Mortgage January 2013 - Present
SunTrust Mortgage November 2011 - April 2012
PRMG, Inc. November 2008 - September 2011
BNC Mortgage May 2002 - October 2007
Lehman Brothers 2002 - 2007
Skills
Loan Origination, Mortgage Lending, Loans, Funding, Management, Investment Properties
Education
Polytechnic University of the Philippines 1970 — 1975
Metropolitan Home Mortgage January 2013 - Present
SunTrust Mortgage November 2011 - April 2012
PRMG, Inc. November 2008 - September 2011
BNC Mortgage May 2002 - October 2007
Lehman Brothers 2002 - 2007
Skills
Loan Origination, Mortgage Lending, Loans, Funding, Management, Investment Properties
Education
Polytechnic University of the Philippines 1970 — 1975
Sadeque Ahmed Sadeque Ahmed's Lehman Brothers Experience 1999 - 2008
Job Executive Director Global KYC Remediation & Renewals
Industry Investment Banking
Experience
JPMorgan Chase & Co. September 2014 - Present
J.P. Morgan February 2013 - August 2014
J.P. Morgan February 2012 - January 2013
J.P. Morgan December 2009 - February 2012
Nomura Securities September 2000 - October 2009
Lehman Brothers 1999 - 2008
Skills
Middle Office
Education
Queen Mary, U. of London 1998 — 2000
MSc Financial Economics, MSc Financial Economics
University of East London 1991 — 1995
BA (Hons) Business Studies, BA Hons Business Studies with Finance
JPMorgan Chase & Co. September 2014 - Present
J.P. Morgan February 2013 - August 2014
J.P. Morgan February 2012 - January 2013
J.P. Morgan December 2009 - February 2012
Nomura Securities September 2000 - October 2009
Lehman Brothers 1999 - 2008
Skills
Middle Office
Education
Queen Mary, U. of London 1998 — 2000
MSc Financial Economics, MSc Financial Economics
University of East London 1991 — 1995
BA (Hons) Business Studies, BA Hons Business Studies with Finance
Gabrielle Davis Gabrielle Davis's Lehman Brothers Experience June 2008 - August 2008
Job Marketing Manager at eBay
Industry Marketing and Advertising
Experience
eBay Marketplaces August 2014 - Present
eBay Inc 2013 - 2013
Barclays Capital June 2009 - July 2012
Lehman Brothers June 2008 - August 2008
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2005 — 2009
Bachelor's degree, Economics
eBay Marketplaces August 2014 - Present
eBay Inc 2013 - 2013
Barclays Capital June 2009 - July 2012
Lehman Brothers June 2008 - August 2008
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2005 — 2009
Bachelor's degree, Economics
Michael Manley's Lehman Brothers Experience 2003 - 2006
Job Chief Financial Officer at National Food Trading Corp
Industry Food & Beverages
Experience
George Weiss Associates January 2010 - January 2013
WestSpring Advisors, LP August 2009 - January 2010
R3 Capital (Lehman Global Principal Strategies) 2006 - May 2009
Lehman Brothers 2003 - 2006
Credit Suisse First Boston 1998 - 2001
Ernst & Young 1995 - 1998
Skills
Financial Modeling, Alternative Investments, Fixed Income, Asset Managment, Portfolio Management, Equity Valuation, Investments, Capital Markets, Investment Management, Financial Analysis, Derivatives, Due Diligence, Emerging Markets, Bonds, Trading, Investment Strategies, Options, Equity Research, Valuation, Equities, Bloomberg, Hedge Funds, High Yield, CDS, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance, General
Providence College 1991 — 1995
BS, Accounting
Ridgewood H.S.
George Weiss Associates January 2010 - January 2013
WestSpring Advisors, LP August 2009 - January 2010
R3 Capital (Lehman Global Principal Strategies) 2006 - May 2009
Lehman Brothers 2003 - 2006
Credit Suisse First Boston 1998 - 2001
Ernst & Young 1995 - 1998
Skills
Financial Modeling, Alternative Investments, Fixed Income, Asset Managment, Portfolio Management, Equity Valuation, Investments, Capital Markets, Investment Management, Financial Analysis, Derivatives, Due Diligence, Emerging Markets, Bonds, Trading, Investment Strategies, Options, Equity Research, Valuation, Equities, Bloomberg, Hedge Funds, High Yield, CDS, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance, General
Providence College 1991 — 1995
BS, Accounting
Ridgewood H.S.
luc faucheux luc faucheux's Lehman Brothers Experience April 2007 - September 2008
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank October 2009 - Present
Lehman Brothers Holding Inc. October 2008 - November 2009
Lehman Brothers April 2007 - September 2008
Citigroup May 2002 - April 2007
CDC IXIS 2001 - 2002
DKB FP 1995 - 2000
Education
Princeton University 1991 — 1995
Ph.D., Statistical Physics
Ecole Normale Superieure 1988 — 1991
M.S., Physics
Lycee Louis-Le-Grand 1986 — 1988
Math Sup, Mathematics
Saint Michel de Picpus 1976 — 1986
Baccalaureat, Sciences
UBS Investment Bank October 2009 - Present
Lehman Brothers Holding Inc. October 2008 - November 2009
Lehman Brothers April 2007 - September 2008
Citigroup May 2002 - April 2007
CDC IXIS 2001 - 2002
DKB FP 1995 - 2000
Education
Princeton University 1991 — 1995
Ph.D., Statistical Physics
Ecole Normale Superieure 1988 — 1991
M.S., Physics
Lycee Louis-Le-Grand 1986 — 1988
Math Sup, Mathematics
Saint Michel de Picpus 1976 — 1986
Baccalaureat, Sciences
Robert Dickey Robert Dickey's Lehman Brothers Experience 1985 - 1992
Job Chief Financial Officer at NeoStem, Inc.
Industry Biotechnology
Experience
Sanuthera, Inc. 2013 - Present
NeoStem, Inc. August 2013 - January 2015
Hemispherx Biopharma, Inc. November 2008 - August 2013
StemCyte, Inc. July 2007 - October 2008
Locus Pharmaceuticals November 2004 - June 2007
Protarga, Inc. 1996 - 2005
Legg Mason Wood Walker 1992 - 1996
Lehman Brothers 1985 - 1992
Skills
Fundraising, Intellectual Property, Financial Reporting, Investment Banking, Venture Capital, Life Sciences, IPO, Biotechnology, Strategic Planning, M&A experience, Chapter 11, Restructuring, Licensing, Start-ups, International Joint..., Oncology, Lifesciences, Entrepreneurship, Due Diligence, Business Development, Finance, Investments, Joint Ventures, Strategy, Corporate Development, Executive Management, Private Equity, Leadership, Acquisition Integration, Pharmaceutical Industry, Corporate Finance, Mergers & Acquisitions
Education
Princeton University
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Sanuthera, Inc. 2013 - Present
NeoStem, Inc. August 2013 - January 2015
Hemispherx Biopharma, Inc. November 2008 - August 2013
StemCyte, Inc. July 2007 - October 2008
Locus Pharmaceuticals November 2004 - June 2007
Protarga, Inc. 1996 - 2005
Legg Mason Wood Walker 1992 - 1996
Lehman Brothers 1985 - 1992
Skills
Fundraising, Intellectual Property, Financial Reporting, Investment Banking, Venture Capital, Life Sciences, IPO, Biotechnology, Strategic Planning, M&A experience, Chapter 11, Restructuring, Licensing, Start-ups, International Joint..., Oncology, Lifesciences, Entrepreneurship, Due Diligence, Business Development, Finance, Investments, Joint Ventures, Strategy, Corporate Development, Executive Management, Private Equity, Leadership, Acquisition Integration, Pharmaceutical Industry, Corporate Finance, Mergers & Acquisitions
Education
Princeton University
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Tim Gokey Tim Gokey's Lehman Brothers Experience 1984 - 1984
Job Chief Operating Officer at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions 2010 - Present
H&R Block 2004 - 2009
McKinsey & Company 1986 - 2004
Lehman Brothers 1984 - 1984
Hambrecht & Quist 1983 - 1983
Skills
Mergers, Strategy, Financial Services, CRM, Mergers & Acquisitions, Leadership, Corporate Development, Marketing, Finance, Forecasting, Investments, Budgets, Management Consulting, Financial Analysis, Business Strategy, Executive Management, Business Process..., Operations Management, Retail, Cross-functional Team...
Education
University of Oxford 1988 — 1991
Doctorate, Finance
University of Oxford 1983 — 1986
BA/MA, Politics, Philosopshy, and Economics
Princeton University 1979 — 1983
AB/BSE, Joint Bachelors in Management Engineering and Public Affairs
Broadridge Financial Solutions 2010 - Present
H&R Block 2004 - 2009
McKinsey & Company 1986 - 2004
Lehman Brothers 1984 - 1984
Hambrecht & Quist 1983 - 1983
Skills
Mergers, Strategy, Financial Services, CRM, Mergers & Acquisitions, Leadership, Corporate Development, Marketing, Finance, Forecasting, Investments, Budgets, Management Consulting, Financial Analysis, Business Strategy, Executive Management, Business Process..., Operations Management, Retail, Cross-functional Team...
Education
University of Oxford 1988 — 1991
Doctorate, Finance
University of Oxford 1983 — 1986
BA/MA, Politics, Philosopshy, and Economics
Princeton University 1979 — 1983
AB/BSE, Joint Bachelors in Management Engineering and Public Affairs
Michael DiStefano Michael DiStefano's Lehman Brothers Experience April 2000 - June 2003
Job Senior GP Analyst/Team leader Contracts at Becton Dickinson
Industry Medical Devices
Experience
BD September 2012 - Present
BD June 2008 - August 2012
BD 2006 - 2008
BD June 2003 - March 2006
Lehman Brothers April 2000 - June 2003
PwC May 1998 - April 2000
Skills
Contract and Chargeback..., Government Price..., Financial..., Finance, Medical Devices, Leadership, Healthcare, Cross-functional Team..., Management, Project Management, Budgets, Quality Assurance, Variance Analysis, SAP, Six Sigma, Analysis
Education
Providence College 1994 — 1998
BS, Finance, General
BD September 2012 - Present
BD June 2008 - August 2012
BD 2006 - 2008
BD June 2003 - March 2006
Lehman Brothers April 2000 - June 2003
PwC May 1998 - April 2000
Skills
Contract and Chargeback..., Government Price..., Financial..., Finance, Medical Devices, Leadership, Healthcare, Cross-functional Team..., Management, Project Management, Budgets, Quality Assurance, Variance Analysis, SAP, Six Sigma, Analysis
Education
Providence College 1994 — 1998
BS, Finance, General
Benjamin Pusateri Benjamin Pusateri's Lehman Brothers Experience May 2004 - March 2008
Job Beauty professional, sales, manager, consultant
Industry Cosmetics
Experience
Sally Beauty March 2015 - Present
Salon Boutique April 2014 - March 2015
Bella Capelli Academy 2008 - 2014
Lehman Brothers May 2004 - March 2008
Saxon Home Mortgage February 2002 - March 2004
Skills
Sales Management, Account Executives, Operations Management, Admissions, Staff Development, Educational Leadership, Student Recruiting, Student Affairs, Enrollment Management, Curriculum Development, Adult Education, Teaching, Curriculum Design, E-Learning, Higher Education
Education
Point Park University 1991 — 1995
Bachelor of Science (B.S.), Environmental Science
Sally Beauty March 2015 - Present
Salon Boutique April 2014 - March 2015
Bella Capelli Academy 2008 - 2014
Lehman Brothers May 2004 - March 2008
Saxon Home Mortgage February 2002 - March 2004
Skills
Sales Management, Account Executives, Operations Management, Admissions, Staff Development, Educational Leadership, Student Recruiting, Student Affairs, Enrollment Management, Curriculum Development, Adult Education, Teaching, Curriculum Design, E-Learning, Higher Education
Education
Point Park University 1991 — 1995
Bachelor of Science (B.S.), Environmental Science
Jason Doneger Jason Doneger's Lehman Brothers Experience June 2005 - September 2008
Job MD Equities Sales & Execution at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers June 2005 - September 2008
Education
Princeton University 2000 — 2005
Bachelor of Arts (BA)
Barclays September 2008 - Present
Lehman Brothers June 2005 - September 2008
Education
Princeton University 2000 — 2005
Bachelor of Arts (BA)
Phillip Fletcher Phillip Fletcher's Lehman Brothers Experience July 1987 - January 1990
Job Owner, Cannaflage LLC
Industry Apparel & Fashion
Experience
Cannaflage LLC January 2004 - Present
Standard Cement Materials 2008 - 2010
JP Morgan Chase August 2006 - June 2009
Morgan Stanley Wealth Management June 2001 - June 2003
A.G. Edwards June 2001 - June 2003
Merrill Lynch June 1990 - January 2000
Lehman Brothers July 1987 - January 1990
Skills
Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Online Advertising, Screen Printing, Social Media, Delivering Results, Project Management, Public Relations, Event Management, Microsoft Office, Sales Management, Customer Service, Online Marketing, Strategic Planning, Retail, Business Development, New Business Development, Entrepreneurship, Blogging, Business Strategy, Sales, Budgets, Editing, Research, Fundraising, Coaching, Start-ups, Management, Leadership, Event Planning, Email Marketing, Web Design, Team Building, Marketing, Photoshop, Advertising, Facebook, Business Planning, SEO, Nonprofits, Small Business
Education
Princeton University
MS
Cannaflage LLC January 2004 - Present
Standard Cement Materials 2008 - 2010
JP Morgan Chase August 2006 - June 2009
Morgan Stanley Wealth Management June 2001 - June 2003
A.G. Edwards June 2001 - June 2003
Merrill Lynch June 1990 - January 2000
Lehman Brothers July 1987 - January 1990
Skills
Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Online Advertising, Screen Printing, Social Media, Delivering Results, Project Management, Public Relations, Event Management, Microsoft Office, Sales Management, Customer Service, Online Marketing, Strategic Planning, Retail, Business Development, New Business Development, Entrepreneurship, Blogging, Business Strategy, Sales, Budgets, Editing, Research, Fundraising, Coaching, Start-ups, Management, Leadership, Event Planning, Email Marketing, Web Design, Team Building, Marketing, Photoshop, Advertising, Facebook, Business Planning, SEO, Nonprofits, Small Business
Education
Princeton University
MS
Lauri Kien Kotcher Lauri Kien Kotcher's Lehman Brothers Experience January 2007 - September 2008
Job Chief Marketing Officer at Godiva Chocolatier
Industry Consumer Goods
Experience
Godiva Chocolatier January 2009 - May 2013
Lehman Brothers January 2007 - September 2008
Pfizer Consumer Healthcare 2004 - 2007
McKinsey & Company November 1988 - January 2004
Skills
Entrepreneurship, Marketing Communications, Corporate Development, Business Strategy, Management, Brand Management, Marketing, Management Consulting, Marketing Strategy, Strategy, Market Research, Retail, Competitive Analysis, Global Marketing, Strategic Partnerships, Customer Insight, Marketing Management, Product Marketing, Start-ups, Brand Development, Growth Strategies, Segmentation, P&L Management
Education
Princeton University
AB, Woodrow Wilson School of Public and International Affairs
Stanford University Graduate School of Business
MBA
Stanford University Law School
JD
Godiva Chocolatier January 2009 - May 2013
Lehman Brothers January 2007 - September 2008
Pfizer Consumer Healthcare 2004 - 2007
McKinsey & Company November 1988 - January 2004
Skills
Entrepreneurship, Marketing Communications, Corporate Development, Business Strategy, Management, Brand Management, Marketing, Management Consulting, Marketing Strategy, Strategy, Market Research, Retail, Competitive Analysis, Global Marketing, Strategic Partnerships, Customer Insight, Marketing Management, Product Marketing, Start-ups, Brand Development, Growth Strategies, Segmentation, P&L Management
Education
Princeton University
AB, Woodrow Wilson School of Public and International Affairs
Stanford University Graduate School of Business
MBA
Stanford University Law School
JD
Janine Yoong Janine Yoong's Lehman Brothers Experience June 2003 - February 2006
Job
Industry Internet
Experience
Octopart Inc. December 2013 - Present
TokBox April 2010 - November 2013
Google Inc. May 2007 - April 2010
Yahoo! Inc. February 2006 - May 2007
Lehman Brothers June 2003 - February 2006
Education
Princeton University 1999 — 2003
Bachelor of Arts (BA), Woodrow Wilson School of International Affairs and Public Policy
Octopart Inc. December 2013 - Present
TokBox April 2010 - November 2013
Google Inc. May 2007 - April 2010
Yahoo! Inc. February 2006 - May 2007
Lehman Brothers June 2003 - February 2006
Education
Princeton University 1999 — 2003
Bachelor of Arts (BA), Woodrow Wilson School of International Affairs and Public Policy
Brad Hintz Brad Hintz's Lehman Brothers Experience 1996 - 1998
Job Financial Executive
Industry Investment Management
Experience
New York University October 2014 - Present
Sanford C. Bernstein October 2000 - October 2014
Lehman Brothers 1996 - 1998
Morgan Stanley 1986 - 1996
Anderson Clayton & Co 1984 - 1986
Northern Trust 1982 - 1984
Chevron 1978 - 1982
Skills
Securities, Asset Managment, Strategy, Equities, Finance, Capital Markets, Investments, Private Equity, Hedge Funds, Equity Research, Management, Valuation, Treasury Management, Asset Management, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Series 7, Investment Management, Corporate Finance, Investment Banking, Alternative Investments, Investor Relations, Equity Trading, Trading, Portfolio Management, Financial Markets
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
University of Southern California 1976 — 1978
MS
Purdue University 1968 — 1971
BS
New York University October 2014 - Present
Sanford C. Bernstein October 2000 - October 2014
Lehman Brothers 1996 - 1998
Morgan Stanley 1986 - 1996
Anderson Clayton & Co 1984 - 1986
Northern Trust 1982 - 1984
Chevron 1978 - 1982
Skills
Securities, Asset Managment, Strategy, Equities, Finance, Capital Markets, Investments, Private Equity, Hedge Funds, Equity Research, Management, Valuation, Treasury Management, Asset Management, Bloomberg, Financial Modeling, Fixed Income, Equity Valuation, Series 7, Investment Management, Corporate Finance, Investment Banking, Alternative Investments, Investor Relations, Equity Trading, Trading, Portfolio Management, Financial Markets
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
University of Southern California 1976 — 1978
MS
Purdue University 1968 — 1971
BS
Peter Carril Peter Carril's Lehman Brothers Experience 2004 - 2009
Job Founding Partner at Patton Hall, LLC
Industry Financial Services
Experience
Patton Hall, LLC January 2013 - Present
Susquehanna International Group November 2010 - January 2013
Gleacher Partners November 2009 - November 2010
Lehman Brothers 2004 - 2009
Palatine Hill Partners, LLC February 2006 - November 2007
Nexstar Capital Partners LLC September 2004 - February 2007
Dresdner Kleinwort February 2002 - September 2004
BNP Paribas 1998 - 2001
Bankers Trust 1995 - 1998
Security Pacific Bank 1981 - 1987
Skills
Fixed Income, Hedge Funds, Emerging Markets, High Yield, Capital Markets, Trading, Private Equity, Investment Banking, Equities, Alternative Investments, Structured Products, Derivatives, Bloomberg, Credit Derivatives, Bonds, Portfolio Management, Financial Markets, Special Situations, Investments, Trading Strategies
Education
Princeton University 1977 — 1981
BA, Economics
Patton Hall, LLC January 2013 - Present
Susquehanna International Group November 2010 - January 2013
Gleacher Partners November 2009 - November 2010
Lehman Brothers 2004 - 2009
Palatine Hill Partners, LLC February 2006 - November 2007
Nexstar Capital Partners LLC September 2004 - February 2007
Dresdner Kleinwort February 2002 - September 2004
BNP Paribas 1998 - 2001
Bankers Trust 1995 - 1998
Security Pacific Bank 1981 - 1987
Skills
Fixed Income, Hedge Funds, Emerging Markets, High Yield, Capital Markets, Trading, Private Equity, Investment Banking, Equities, Alternative Investments, Structured Products, Derivatives, Bloomberg, Credit Derivatives, Bonds, Portfolio Management, Financial Markets, Special Situations, Investments, Trading Strategies
Education
Princeton University 1977 — 1981
BA, Economics
Andrew Grapkowski's Lehman Brothers Experience June 2007 - April 2012
Job Managing Director at Altpoint Capital Partners and Altpoint Ventures
Industry Venture Capital & Private Equity
Experience
Altpoint Capital Partners / Altpoint Ventures September 2013 - Present
Various 2009 - Present
D&S Consultants, Inc. April 2012 - August 2013
Lehman Brothers June 2007 - April 2012
Credit Suisse First Boston / previously Donaldson, Lufkin & Jenrette May 1998 - June 2007
Alex. Brown & Sons, Inc. June 1995 - August 1997
Education
Darden Graduate School of Business Administration 1997 — 1999
MBA, Finance
Princeton University 1991 — 1995
AB, Economics
Altpoint Capital Partners / Altpoint Ventures September 2013 - Present
Various 2009 - Present
D&S Consultants, Inc. April 2012 - August 2013
Lehman Brothers June 2007 - April 2012
Credit Suisse First Boston / previously Donaldson, Lufkin & Jenrette May 1998 - June 2007
Alex. Brown & Sons, Inc. June 1995 - August 1997
Education
Darden Graduate School of Business Administration 1997 — 1999
MBA, Finance
Princeton University 1991 — 1995
AB, Economics
Gerry Giurato Gerry Giurato's Lehman Brothers Experience July 2000 - June 2002
Job Partner at Murphy & Anderson, P.A.
Industry Law Practice
Experience
Murphy & Anderson, P.A. February 2013 - Present
Kenny Nachwalter, PA 2008 - February 2013
Hogan & Hartson, LLP 2006 - 2008
Lehman Brothers July 2000 - June 2002
Skills
Commercial Litigation, Civil Litigation, Corporate Law, Appeals, Arbitration, Securities Regulation
Education
University of Miami School of Law 2003 — 2006
Doctor of Law (J.D.)
Princeton University 1996 — 2000
Economics
Murphy & Anderson, P.A. February 2013 - Present
Kenny Nachwalter, PA 2008 - February 2013
Hogan & Hartson, LLP 2006 - 2008
Lehman Brothers July 2000 - June 2002
Skills
Commercial Litigation, Civil Litigation, Corporate Law, Appeals, Arbitration, Securities Regulation
Education
University of Miami School of Law 2003 — 2006
Doctor of Law (J.D.)
Princeton University 1996 — 2000
Economics
Michael Dattolo's Lehman Brothers Experience 2000 - 2001
Job Owner at Hide N Go Sleep Wall Beds
Industry Furniture
Experience
Hide N Go Sleep Wall Beds January 2013 - Present
Mexican Mike's October 2009 - March 2012
Pupcake Dog Bakery 2008 - 2011
The Laughing Burrito 2007 - 2009
Otto's Restaurant 2006 - 2009
Deutsche Bank 2001 - 2003
Lehman Brothers 2000 - 2001
Morgan Stanley 1997 - 2000
Skills
Customer Service, Sales Management, Small Business, Furniture, Strategic Planning, New Business Development, Strategic Financial..., Entrepreneurship, Negotiation, Real Estate, Team Building, Budgets, Finance, Account Management, Investments, Management Consulting, Start-ups, Contract Negotiation, Business Strategy, Operations Management, Strategy, Manufacturing, Risk Management, Business Development, Leadership, Business Planning, Sales, Management, Marketing Strategy, Insurance, B2B, Marketing, Online Marketing, Selling, Financial Analysis
Education
Purdue University 1993 — 1997
BS, Financial Planning
Hide N Go Sleep Wall Beds January 2013 - Present
Mexican Mike's October 2009 - March 2012
Pupcake Dog Bakery 2008 - 2011
The Laughing Burrito 2007 - 2009
Otto's Restaurant 2006 - 2009
Deutsche Bank 2001 - 2003
Lehman Brothers 2000 - 2001
Morgan Stanley 1997 - 2000
Skills
Customer Service, Sales Management, Small Business, Furniture, Strategic Planning, New Business Development, Strategic Financial..., Entrepreneurship, Negotiation, Real Estate, Team Building, Budgets, Finance, Account Management, Investments, Management Consulting, Start-ups, Contract Negotiation, Business Strategy, Operations Management, Strategy, Manufacturing, Risk Management, Business Development, Leadership, Business Planning, Sales, Management, Marketing Strategy, Insurance, B2B, Marketing, Online Marketing, Selling, Financial Analysis
Education
Purdue University 1993 — 1997
BS, Financial Planning
Felix Ramirez Felix Ramirez's Lehman Brothers Experience June 2007 - October 2008
Job Managing Director at Riebeeck Stevens Ltd
Industry Financial Services
Experience
Riebeeck Stevens Ltd July 2014 - Present
Riebeeck Stevens Ltd June 2009 - June 2014
St. John's University January 2007 - December 2011
ISACA New York Metropolitan Chapter July 2009 - June 2011
Lehman Brothers June 2007 - October 2008
Ernst & Young LLP 1998 - 2007
KPMG 1993 - 1998
Warner Lambert 1992 - 1993
PwC January 1983 - November 1990
PricewaterhouseCoopers 1983 - 1990
Skills
Governance, Sarbanes-Oxley Act, Information Security, Information Security..., IT Audit, Risk Assessment, Information Technology, Internal Audit, Enterprise Risk..., Financial Risk, Auditing, IT Risk Management, Risk Management, CISA, IT Strategy, Program Management, Operational Efficiency, SAS70, Strategy, Security, Business Continuity, Leadership, Policy, Business Process..., COBIT, Sarbanes-Oxley, Management, Business Process, Internal Controls, Executive Management, Assurance, Management Consulting, ISO 27001, Disaster Recovery, Financial Services, Third Party Reporting, Operational Risk..., IT Management, Project Management, SSAE 16
Education
Pontificia Universidad Católica Madre y Maestra 1987 — 1989
MBA, Business Administration
Universidad Nacional Pedro Henríquez Ureña 1975 — 1979
Bachelor of Science, Mathematics and Computer Programming
Riebeeck Stevens Ltd July 2014 - Present
Riebeeck Stevens Ltd June 2009 - June 2014
St. John's University January 2007 - December 2011
ISACA New York Metropolitan Chapter July 2009 - June 2011
Lehman Brothers June 2007 - October 2008
Ernst & Young LLP 1998 - 2007
KPMG 1993 - 1998
Warner Lambert 1992 - 1993
PwC January 1983 - November 1990
PricewaterhouseCoopers 1983 - 1990
Skills
Governance, Sarbanes-Oxley Act, Information Security, Information Security..., IT Audit, Risk Assessment, Information Technology, Internal Audit, Enterprise Risk..., Financial Risk, Auditing, IT Risk Management, Risk Management, CISA, IT Strategy, Program Management, Operational Efficiency, SAS70, Strategy, Security, Business Continuity, Leadership, Policy, Business Process..., COBIT, Sarbanes-Oxley, Management, Business Process, Internal Controls, Executive Management, Assurance, Management Consulting, ISO 27001, Disaster Recovery, Financial Services, Third Party Reporting, Operational Risk..., IT Management, Project Management, SSAE 16
Education
Pontificia Universidad Católica Madre y Maestra 1987 — 1989
MBA, Business Administration
Universidad Nacional Pedro Henríquez Ureña 1975 — 1979
Bachelor of Science, Mathematics and Computer Programming
Scott Willig Scott Willig's Lehman Brothers Experience June 2004 - September 2008
Job Commodities Trader at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2008 - Present
Lehman Brothers June 2004 - September 2008
Education
Princeton University 2000 — 2004
Bachelor of Arts (BA), Economics
JP Morgan Chase September 2008 - Present
Lehman Brothers June 2004 - September 2008
Education
Princeton University 2000 — 2004
Bachelor of Arts (BA), Economics
Ken Umezaki's Lehman Brothers Experience April 1989 - September 2008
Job President at Digital Daruma
Industry Music
Experience
Digital Daruma April 2010 - Present
Section 101 April 2011 - Present
Section 101 April 2011 - June 2013
Neuberger Investment Management September 2007 - March 2009
Lehman Brothers April 1989 - September 2008
Kidder Peabody July 1986 - April 1989
Skills
Integrated Marketing, Start-ups, Fixed Income, Digital Marketing, Hedge Funds, Asset Managment, Equities, Entertainment, Music Industry, Venture Capital, Digital Strategy, Asset Management, Digital Media, Music, Trading, Entrepreneurship, Public Relations, Bass Guitar, Business Development
Education
Princeton University 1982 — 1986
Digital Daruma April 2010 - Present
Section 101 April 2011 - Present
Section 101 April 2011 - June 2013
Neuberger Investment Management September 2007 - March 2009
Lehman Brothers April 1989 - September 2008
Kidder Peabody July 1986 - April 1989
Skills
Integrated Marketing, Start-ups, Fixed Income, Digital Marketing, Hedge Funds, Asset Managment, Equities, Entertainment, Music Industry, Venture Capital, Digital Strategy, Asset Management, Digital Media, Music, Trading, Entrepreneurship, Public Relations, Bass Guitar, Business Development
Education
Princeton University 1982 — 1986
Franny Jones Franny Jones's Lehman Brothers Experience June 2005 - May 2008
Job Director of Marketing and Investor Relations at The Sterling Group
Industry Financial Services
Experience
The Sterling Group November 2010 - Present
Morgan Stanley May 2008 - December 2010
Lehman Brothers June 2005 - May 2008
Education
Princeton University 2001 — 2005
BA, Art and Archaeology
The Sterling Group November 2010 - Present
Morgan Stanley May 2008 - December 2010
Lehman Brothers June 2005 - May 2008
Education
Princeton University 2001 — 2005
BA, Art and Archaeology
Edward Morse Edward Morse's Lehman Brothers Experience July 2006 - October 2008
Job Managing Director, Global Head of Commodity Research at Citi Group
Industry Financial Services
Experience
Citi Group May 2011 - Present
Credit Suisse January 2010 - February 2011
Louis Capital Markets October 2008 - January 2010
Lehman Brothers July 2006 - October 2008
Energy Intelligence Group 1988 - 1999
Skills
Capital Markets, Commodity, Asset Management
Education
Princeton University 1966 — 1969
Doctor of Philosophy (Ph.D.), Political Economy
Citi Group May 2011 - Present
Credit Suisse January 2010 - February 2011
Louis Capital Markets October 2008 - January 2010
Lehman Brothers July 2006 - October 2008
Energy Intelligence Group 1988 - 1999
Skills
Capital Markets, Commodity, Asset Management
Education
Princeton University 1966 — 1969
Doctor of Philosophy (Ph.D.), Political Economy
Sameer Asmar Sameer Asmar's Lehman Brothers Experience 1996 - 1999
Job Principle at Builders LLC
Industry Construction
Experience
Builders February 2003 - Present
PMSI June 2009 - March 2010
GT Technologies April 2003 - May 2009
Goldman Sachs 1999 - 2003
GS 1999 - 2003
Lehman Brothers 1996 - 1999
Coopers & Lybrand November 1995 - November 1996
Chemical Bank September 1994 - November 1995
Skills
Active Directory, Business Analysis, Project Management, Integration, Vendor Management, Process Improvement, Business Development, Strategic Planning, IT Strategy, Change Management, Team Building, IT Management, Team Management, Risk Management, Management, Quality Assurance, Leadership, Project Planning, Strategy, Training, Enterprise Software, Forecasting, MS Project, Performance Management, Networking, Resource Management, Disaster Recovery, Business Process..., Program Management, Project Portfolio..., Business Intelligence, PMP
Education
John Sperling School of Business University of Phoenix 2009 — 2011
MBA, Information Science/Project and Technology Managment
Purchase College, SUNY 1990 — 1994
BA, Political Science and History Majors
Builders February 2003 - Present
PMSI June 2009 - March 2010
GT Technologies April 2003 - May 2009
Goldman Sachs 1999 - 2003
GS 1999 - 2003
Lehman Brothers 1996 - 1999
Coopers & Lybrand November 1995 - November 1996
Chemical Bank September 1994 - November 1995
Skills
Active Directory, Business Analysis, Project Management, Integration, Vendor Management, Process Improvement, Business Development, Strategic Planning, IT Strategy, Change Management, Team Building, IT Management, Team Management, Risk Management, Management, Quality Assurance, Leadership, Project Planning, Strategy, Training, Enterprise Software, Forecasting, MS Project, Performance Management, Networking, Resource Management, Disaster Recovery, Business Process..., Program Management, Project Portfolio..., Business Intelligence, PMP
Education
John Sperling School of Business University of Phoenix 2009 — 2011
MBA, Information Science/Project and Technology Managment
Purchase College, SUNY 1990 — 1994
BA, Political Science and History Majors
Michael P. Conway's Lehman Brothers Experience August 1992 - August 1996
Job Finance Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Citigroup, Inc April 2003 - August 2014
Deutsche Bank AG August 1996 - April 2003
Lehman Brothers August 1992 - August 1996
Citicorp May 1986 - August 1992
National Westminster Bank June 1984 - May 1986
Skills
Treasury Management, Financial Reporting, Derivatives, Financial Risk, Fixed Income, Mergers, Treasury, Hedge Accounting, Risk Management, Finance, Financial Analysis, Financial Services, Market Risk, Capital Markets, Mergers
Education
City University of New York-Queens College 1980 — 1984
Bachelor of Arts, Economics
Deutsche Bank September 2014 - Present
Citigroup, Inc April 2003 - August 2014
Deutsche Bank AG August 1996 - April 2003
Lehman Brothers August 1992 - August 1996
Citicorp May 1986 - August 1992
National Westminster Bank June 1984 - May 1986
Skills
Treasury Management, Financial Reporting, Derivatives, Financial Risk, Fixed Income, Mergers, Treasury, Hedge Accounting, Risk Management, Finance, Financial Analysis, Financial Services, Market Risk, Capital Markets, Mergers
Education
City University of New York-Queens College 1980 — 1984
Bachelor of Arts, Economics
Christina Lopes Christina Lopes's Lehman Brothers Experience January 2001 - January 2002
Job CEO at The One Health Company, WEF YGL & Biomedical Innovator
Industry Pharmaceuticals
Experience
The One Health Company 2014 - Present
Global Strategic Associates April 2012 - February 2014
Cerberus Capital Management 2011 - 2012
International Planned Parenthood Federation Western Hemisphere July 2008 - June 2011
CKL Consulting October 2007 - March 2011
United Nations Commission for the Status of Women 2008 - 2011
Columbia University, Institute of Latin American January 2007 - 2011
EBX September 2007 - June 2008
Credit Suisse 2005 - 2007
Lehman Brothers January 2001 - January 2002
Skills
Public Speaking, Trading, Business Development, Research, Mergers & Acquisitions, Strategy, Energy, Capital Markets, Corporate Finance, Mergers, Joint Ventures, Emerging Markets, Finance, Bloomberg, Equities, Training, Corporate Governance, Project Finance, Options, Management, Financial Services
Education
Columbia University School of International & Public Affairs (SIPA) 2004 — 2006
Masters of International Affairs, Finance Concentration
Princeton University 2002 — 2004
P.H.D. Coursework, Philosophy; Pragmatism
University of Massachusetts 1993 — 1998
B.A, English Literature
The One Health Company 2014 - Present
Global Strategic Associates April 2012 - February 2014
Cerberus Capital Management 2011 - 2012
International Planned Parenthood Federation Western Hemisphere July 2008 - June 2011
CKL Consulting October 2007 - March 2011
United Nations Commission for the Status of Women 2008 - 2011
Columbia University, Institute of Latin American January 2007 - 2011
EBX September 2007 - June 2008
Credit Suisse 2005 - 2007
Lehman Brothers January 2001 - January 2002
Skills
Public Speaking, Trading, Business Development, Research, Mergers & Acquisitions, Strategy, Energy, Capital Markets, Corporate Finance, Mergers, Joint Ventures, Emerging Markets, Finance, Bloomberg, Equities, Training, Corporate Governance, Project Finance, Options, Management, Financial Services
Education
Columbia University School of International & Public Affairs (SIPA) 2004 — 2006
Masters of International Affairs, Finance Concentration
Princeton University 2002 — 2004
P.H.D. Coursework, Philosophy; Pragmatism
University of Massachusetts 1993 — 1998
B.A, English Literature
Nitza Medina-Garcia, MLIS, CRM Nitza Medina-Garcia, MLIS, CRM's Lehman Brothers Experience 2004 - 2004
Job Helping businesses optimize information management, mitigate risks and save money
Industry Information Technology and Services
Experience
InfoCompass Business Solutions May 2015 - Present
ARMA International July 2015 - Present
HP October 2007 - April 2015
Archives of the Episcopal Church January 2007 - October 2007
Archives of the Episcopal Church May 2004 - January 2007
Lehman Brothers 2004 - 2004
Hunter College 1997 - 2004
University of California at Davis 1995 - 1997
Skills
Document Management, Litigation Support, Archives, Records Management, Business Analysis, Records, Software, Information Management, Enterprise Content..., EDRMS, Governance, Information Architecture, Software Documentation, Project Management, Library, Requirements Analysis, Integration, Enterprise Software, Business Intelligence, Business Process, Consulting, Training, Strategy, Policy, Information Technology, Management, Program Management, CRM, Business Process...
Education
Pratt Institute
Master's degree, Library and Information Science
University of California, Davis
Bachelor of Arts (B.A.), History
InfoCompass Business Solutions May 2015 - Present
ARMA International July 2015 - Present
HP October 2007 - April 2015
Archives of the Episcopal Church January 2007 - October 2007
Archives of the Episcopal Church May 2004 - January 2007
Lehman Brothers 2004 - 2004
Hunter College 1997 - 2004
University of California at Davis 1995 - 1997
Skills
Document Management, Litigation Support, Archives, Records Management, Business Analysis, Records, Software, Information Management, Enterprise Content..., EDRMS, Governance, Information Architecture, Software Documentation, Project Management, Library, Requirements Analysis, Integration, Enterprise Software, Business Intelligence, Business Process, Consulting, Training, Strategy, Policy, Information Technology, Management, Program Management, CRM, Business Process...
Education
Pratt Institute
Master's degree, Library and Information Science
University of California, Davis
Bachelor of Arts (B.A.), History
Karthikeyan Sridharan Karthikeyan Sridharan's Lehman Brothers Experience May 2007 - August 2007
Job Software Engineer 2 at Microsoft
Industry Computer Software
Experience
Microsoft November 2014 - Present
Microsoft October 2013 - November 2014
Microsoft October 2008 - October 2013
Lehman Brothers May 2007 - August 2007
Skills
C#, JavaScript, Windows, Java, HTML, SQL, XML, Testing, Algorithms, C
Education
Rochester Institute of Technology 2006 — 2008
MS, Computer Science
PSG College of Technology 2002 — 2006
B.Tech, Information Technology
Microsoft November 2014 - Present
Microsoft October 2013 - November 2014
Microsoft October 2008 - October 2013
Lehman Brothers May 2007 - August 2007
Skills
C#, JavaScript, Windows, Java, HTML, SQL, XML, Testing, Algorithms, C
Education
Rochester Institute of Technology 2006 — 2008
MS, Computer Science
PSG College of Technology 2002 — 2006
B.Tech, Information Technology
Tony Barkan's Lehman Brothers Experience 1985 - 1988
Job Managing Principal / Chief Investment Officer at Allagash Partners
Industry Investment Management
Experience
Allagash Partners May 2015 - Present
Seer Capital Management July 2008 - March 2015
Sailfish Capital Partners June 2006 - May 2008
Harbert Management Corp May 2004 - December 2005
Clinton Group September 2001 - October 2003
Pareto Partners August 1997 - September 2001
Salomon Brothers August 1994 - September 1997
Goldman Sachs July 1992 - July 1994
ED&F Man July 1988 - July 1992
Lehman Brothers 1985 - 1988
Skills
Portfolio mangement, Securities Trading, Charitable Giving, Parenting, Hedge Funds, Fixed Income, Alternative Investments, ABS, Asset Managment, Capital Markets, Bonds, Structured Products, MBS, CDO, Structured Finance, Derivatives, Securitization, Trading, Asset Management, Bloomberg, CDS, CMBS, Charities, Credit, Credit Derivatives, Financial Markets, Fund Of Funds, Funding, High Yield, Investment Management, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 7, Valuation, Commercial Real Estate
Education
Princeton University 1984 — 1988
AB, English Literature / Contemporary American Poetry
Riverdale Country School (RCS) 1976 — 1984
Fleming School 1971 — 1975
Allagash Partners May 2015 - Present
Seer Capital Management July 2008 - March 2015
Sailfish Capital Partners June 2006 - May 2008
Harbert Management Corp May 2004 - December 2005
Clinton Group September 2001 - October 2003
Pareto Partners August 1997 - September 2001
Salomon Brothers August 1994 - September 1997
Goldman Sachs July 1992 - July 1994
ED&F Man July 1988 - July 1992
Lehman Brothers 1985 - 1988
Skills
Portfolio mangement, Securities Trading, Charitable Giving, Parenting, Hedge Funds, Fixed Income, Alternative Investments, ABS, Asset Managment, Capital Markets, Bonds, Structured Products, MBS, CDO, Structured Finance, Derivatives, Securitization, Trading, Asset Management, Bloomberg, CDS, CMBS, Charities, Credit, Credit Derivatives, Financial Markets, Fund Of Funds, Funding, High Yield, Investment Management, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Securities, Series 7, Valuation, Commercial Real Estate
Education
Princeton University 1984 — 1988
AB, English Literature / Contemporary American Poetry
Riverdale Country School (RCS) 1976 — 1984
Fleming School 1971 — 1975
Sameet Desai Sameet Desai's Lehman Brothers Experience 2002 - 2004
Job Senior Analyst
Industry Investment Management
Experience
40 North Management February 2013 - December 2013
Soros Fund Management 2007 - 2009
Balyasny Asset Management and Visium Funds 2004 - 2006
Lehman Brothers 2002 - 2004
Education
Princeton University 1998 — 2002
B.S.E. Degree in Civil Engineering and Architecture
40 North Management February 2013 - December 2013
Soros Fund Management 2007 - 2009
Balyasny Asset Management and Visium Funds 2004 - 2006
Lehman Brothers 2002 - 2004
Education
Princeton University 1998 — 2002
B.S.E. Degree in Civil Engineering and Architecture
David Green David Green's Lehman Brothers Experience June 2002 - August 2002
Job Director, Natural Gas Global Commodities at Citigroup
Industry Oil & Energy
Experience
Citigroup April 2011 - Present
Infinium Capital Management March 2009 - April 2011
Citadel Investment Group June 2003 - September 2008
Lehman Brothers June 2002 - August 2002
Skills
Natural Gas, Hedging, Commodity Risk..., Commodity Markets, Commodity, Natural Gas Fundamentals, Risk Management, Team Leadership and..., Macro Stratategy, Derivatives, Trading Strategies, Swaps, Options, Trading, Portfolio Management, Building New Businesses, Natural Gas Trading, Hedge Funds, Proprietary Trading, Technical Analysis, Trading Systems, Electricity Markets, Market Making, Electricity Trading, Electricity Market..., Developing Junior...
Education
Princeton University 1999 — 2003
BSE, Operations Research and Financial Engineering, Cum Laude
Citigroup April 2011 - Present
Infinium Capital Management March 2009 - April 2011
Citadel Investment Group June 2003 - September 2008
Lehman Brothers June 2002 - August 2002
Skills
Natural Gas, Hedging, Commodity Risk..., Commodity Markets, Commodity, Natural Gas Fundamentals, Risk Management, Team Leadership and..., Macro Stratategy, Derivatives, Trading Strategies, Swaps, Options, Trading, Portfolio Management, Building New Businesses, Natural Gas Trading, Hedge Funds, Proprietary Trading, Technical Analysis, Trading Systems, Electricity Markets, Market Making, Electricity Trading, Electricity Market..., Developing Junior...
Education
Princeton University 1999 — 2003
BSE, Operations Research and Financial Engineering, Cum Laude
Richard McKnight's Lehman Brothers Experience July 1996 - December 1996
Job
Industry Information Technology and Services
Experience
Alfresco June 2009 - Present
KnightStar Technologies, LLC January 1996 - June 2009
Agent 16 December 2008 - February 2009
Wireless Generation September 2008 - December 2008
Morgan Stanley May 2000 - July 2008
Commerzbank August 1998 - May 2000
JP Morgan January 1997 - August 1998
Lehman Brothers July 1996 - December 1996
Sun Microsystems February 1996 - June 1996
AT&T Bell Labs May 1981 - January 1996
Skills
Alfresco, Drupal, Java, PHP, Enterprise Content..., Web Development, Subversion, Software Development
Education
University of Michigan 1981 — 1982
MS
Purdue University 1978 — 1981
BS
Alfresco June 2009 - Present
KnightStar Technologies, LLC January 1996 - June 2009
Agent 16 December 2008 - February 2009
Wireless Generation September 2008 - December 2008
Morgan Stanley May 2000 - July 2008
Commerzbank August 1998 - May 2000
JP Morgan January 1997 - August 1998
Lehman Brothers July 1996 - December 1996
Sun Microsystems February 1996 - June 1996
AT&T Bell Labs May 1981 - January 1996
Skills
Alfresco, Drupal, Java, PHP, Enterprise Content..., Web Development, Subversion, Software Development
Education
University of Michigan 1981 — 1982
MS
Purdue University 1978 — 1981
BS
Stephanie Neidig Stephanie Neidig's Lehman Brothers Experience June 2008 - September 2008
Job Product Marketing Manager at Addepar
Industry Computer Software
Experience
Addepar February 2015 - Present
Wetherby Asset Management December 2014 - February 2015
Wetherby Asset Management December 2012 - December 2014
Wetherby Asset Management June 2011 - December 2012
Glenmede April 2010 - June 2011
Barclays September 2008 - April 2010
Lehman Brothers June 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Bloomberg, Investments, Financial Modeling, Asset Allocation, Portfolio Management, Investment Management, Mutual Funds, Capital Markets, Financial Analysis, Asset Management, Private Equity, Valuation, Hedge Funds, Equities, Strategy
Education
Princeton University 2004 — 2008
A.B., Politics (Cum Laude)
Sacred Heart School 2000 — 2004
Addepar February 2015 - Present
Wetherby Asset Management December 2014 - February 2015
Wetherby Asset Management December 2012 - December 2014
Wetherby Asset Management June 2011 - December 2012
Glenmede April 2010 - June 2011
Barclays September 2008 - April 2010
Lehman Brothers June 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Bloomberg, Investments, Financial Modeling, Asset Allocation, Portfolio Management, Investment Management, Mutual Funds, Capital Markets, Financial Analysis, Asset Management, Private Equity, Valuation, Hedge Funds, Equities, Strategy
Education
Princeton University 2004 — 2008
A.B., Politics (Cum Laude)
Sacred Heart School 2000 — 2004
Monica Cho's Lehman Brothers Experience August 2008 - November 2008
Job Manager at EY
Industry Financial Services
Experience
EY June 2012 - Present
Goldman Sachs May 2010 - March 2012
Nomura November 2008 - May 2010
Lehman Brothers August 2008 - November 2008
Education
Queen's University
Bachelor's Degree, Business/Commerce, General
Seoul National University
International exchange program
EY June 2012 - Present
Goldman Sachs May 2010 - March 2012
Nomura November 2008 - May 2010
Lehman Brothers August 2008 - November 2008
Education
Queen's University
Bachelor's Degree, Business/Commerce, General
Seoul National University
International exchange program
Jeremy (Jay) Diamond Jeremy (Jay) Diamond's Lehman Brothers Experience 1986 - 1988
Job Financial Services Professional
Industry Financial Services
Experience
Annaly Capital Management 2002 - 2013
Grant's Interest Rate Observer 1990 - 2002
Lehman Brothers 1986 - 1988
Skills
Investments, Strategic Planning, Start-ups, Finance, Capital Markets, Corporate Communications, Investor Relations, Executive Management, Investment Banking, Financial Markets, Private Equity, Financial Services, Asset Management, Valuation, Management, Portfolio Management, Financial Modeling
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
Princeton University
Bachelor of Arts (BA)
Eleanor Roosevelt Senior High School, Greenbelt MD
Science and Technology Program
Annaly Capital Management 2002 - 2013
Grant's Interest Rate Observer 1990 - 2002
Lehman Brothers 1986 - 1988
Skills
Investments, Strategic Planning, Start-ups, Finance, Capital Markets, Corporate Communications, Investor Relations, Executive Management, Investment Banking, Financial Markets, Private Equity, Financial Services, Asset Management, Valuation, Management, Portfolio Management, Financial Modeling
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
Princeton University
Bachelor of Arts (BA)
Eleanor Roosevelt Senior High School, Greenbelt MD
Science and Technology Program
Nick Hermandorfer Nick Hermandorfer's Lehman Brothers Experience 2007 - 2008
Job 2016 MBA Candidate | University of Texas
Industry Venture Capital & Private Equity
Experience
McCombs School of Business August 2014 - Present
Blue Yonder Labs 2015 - Present
Cisco Systems May 2015 - August 2015
uShip.com October 2008 - August 2014
Lehman Brothers 2007 - 2008
Advance Realty Group 2007 - 2007
U.S. Senate July 2005 - September 2005
Skills
Strategic Partnerships, Sales Pipeline..., API Integrations, Customer Acquisition, Real Estate, Social Media, Business Strategy, Customer Relations, Product Strategy, Excel, Contract Negotiation, Entrepreneurship, New Business Development, APIs, Microsoft Excel, Leadership, Management, Marketing, Start-ups, Salesforce.com, Online Marketing, Product Management, Sales Management, Online Advertising, Lead Generation, Business Development, Social Media Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Princeton University 2003 — 2008
A.B., American Politics, Economics, Entrepreneurship
McCombs School of Business August 2014 - Present
Blue Yonder Labs 2015 - Present
Cisco Systems May 2015 - August 2015
uShip.com October 2008 - August 2014
Lehman Brothers 2007 - 2008
Advance Realty Group 2007 - 2007
U.S. Senate July 2005 - September 2005
Skills
Strategic Partnerships, Sales Pipeline..., API Integrations, Customer Acquisition, Real Estate, Social Media, Business Strategy, Customer Relations, Product Strategy, Excel, Contract Negotiation, Entrepreneurship, New Business Development, APIs, Microsoft Excel, Leadership, Management, Marketing, Start-ups, Salesforce.com, Online Marketing, Product Management, Sales Management, Online Advertising, Lead Generation, Business Development, Social Media Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Princeton University 2003 — 2008
A.B., American Politics, Economics, Entrepreneurship
Anita Gupta's Lehman Brothers Experience July 2008 - September 2008
Job Product Manager at Epocrates/athenahealth
Industry Hospital & Health Care
Experience
athenahealth October 2013 - Present
Genentech June 2012 - August 2012
Fulbright Grant August 2010 - May 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Banco de Investimento Global June 2006 - August 2006
Skills
Strategy, Marketing, Management, Financial Analysis, Cross-functional Team..., Start-ups, Brand Management, Risk Management, CRM, Analysis, Bloomberg, Options, Financial Modeling, Fundraising, Nonprofits, Investment Banking
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Princeton University 2004 — 2008
A.B. (magna cum laude), Molecular Biology, Finance
The Harker School 2000 — 2004
athenahealth October 2013 - Present
Genentech June 2012 - August 2012
Fulbright Grant August 2010 - May 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
Banco de Investimento Global June 2006 - August 2006
Skills
Strategy, Marketing, Management, Financial Analysis, Cross-functional Team..., Start-ups, Brand Management, Risk Management, CRM, Analysis, Bloomberg, Options, Financial Modeling, Fundraising, Nonprofits, Investment Banking
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Princeton University 2004 — 2008
A.B. (magna cum laude), Molecular Biology, Finance
The Harker School 2000 — 2004
Lorna Sheridan Lorna Sheridan's Lehman Brothers Experience 1991 - 1993
Job Education Columnist, Education Editor at The Sonoma IndexTribune
Industry Writing and Editing
Experience
Education Roundup January 2012 - Present
The Sonoma Index-Tribune July 2011 - Present
Sonoma Education Foundation April 2009 - Present
Gavin Anderson & Company 1996 - 1999
McDonough & Associates 1993 - 1996
Lehman Brothers 1991 - 1993
Adams & Rinehart, Inc., NYC October 1987 - 1989
Skills
Higher Education, Copy Editing, Blogging, Editing, Editorial, Journalism, Feature Articles, Social Media, Media Relations, Digital Media, Newspapers, Social Networking, Public Speaking, Research, Newsletters
Education
Princeton University 1983 — 1987
B.A.
St. Paul's School 1983 — 1987
Education Roundup January 2012 - Present
The Sonoma Index-Tribune July 2011 - Present
Sonoma Education Foundation April 2009 - Present
Gavin Anderson & Company 1996 - 1999
McDonough & Associates 1993 - 1996
Lehman Brothers 1991 - 1993
Adams & Rinehart, Inc., NYC October 1987 - 1989
Skills
Higher Education, Copy Editing, Blogging, Editing, Editorial, Journalism, Feature Articles, Social Media, Media Relations, Digital Media, Newspapers, Social Networking, Public Speaking, Research, Newsletters
Education
Princeton University 1983 — 1987
B.A.
St. Paul's School 1983 — 1987
Rick Guarnaccia Rick Guarnaccia's Lehman Brothers Experience February 1997 - July 1999
Job Americas Equities Operating Officer
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
Natural G Foods 2012 - June 2015
Deutsche Bank 2005 - 2012
Deutsche Bank 2002 - 2005
Deutsche Bank July 1999 - July 2002
Lehman Brothers February 1997 - July 1999
Price Waterhouse Management Consultants August 1993 - February 1997
Skills
Entrepreneurship, Food Industry, Ingredients, Natural Foods, Food Packaging, New Business Development, Equities, Management, Trading, Credit Derivatives, Capital Markets, Derivatives, Fixed Income, Investment Banking, Marketing Strategy, Marketing, Product Development, Prime Brokerage, Middle Office, Sales, Hedge Funds
Education
Providence College 1989 — 1993
Bachelor of Science (BS), Finance, General
UBS Investment Bank July 2015 - Present
Natural G Foods 2012 - June 2015
Deutsche Bank 2005 - 2012
Deutsche Bank 2002 - 2005
Deutsche Bank July 1999 - July 2002
Lehman Brothers February 1997 - July 1999
Price Waterhouse Management Consultants August 1993 - February 1997
Skills
Entrepreneurship, Food Industry, Ingredients, Natural Foods, Food Packaging, New Business Development, Equities, Management, Trading, Credit Derivatives, Capital Markets, Derivatives, Fixed Income, Investment Banking, Marketing Strategy, Marketing, Product Development, Prime Brokerage, Middle Office, Sales, Hedge Funds
Education
Providence College 1989 — 1993
Bachelor of Science (BS), Finance, General
David Schwarzbach's Lehman Brothers Experience October 1998 - January 2000
Job VP & CFO, eBay North America at eBay Inc.
Industry Internet
Experience
eBay Marketplaces August 2012 - Present
eBay Marketplaces December 2014 - May 2015
eBay Marketplaces June 2011 - August 2012
Ice Energy March 2008 - June 2011
Project Everest September 2006 - March 2008
Net1 UEPS Technologies January 2006 - September 2006
Morgan Stanley January 2000 - January 2006
Lehman Brothers October 1998 - January 2000
GE Capital June 1997 - October 1998
Natural Resources Defense Council January 1994 - August 1995
Skills
Start-ups, Venture Capital, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Management, Investment Banking, Business Strategy, Corporate Finance, Analytics, Financial Services, Private Equity, Finance, Business Development, E-commerce, Leadership, Cross-functional Team...
Education
Princeton University 1995 — 1997
MPA
UC Davis 1989 — 1992
B.S.
eBay Marketplaces August 2012 - Present
eBay Marketplaces December 2014 - May 2015
eBay Marketplaces June 2011 - August 2012
Ice Energy March 2008 - June 2011
Project Everest September 2006 - March 2008
Net1 UEPS Technologies January 2006 - September 2006
Morgan Stanley January 2000 - January 2006
Lehman Brothers October 1998 - January 2000
GE Capital June 1997 - October 1998
Natural Resources Defense Council January 1994 - August 1995
Skills
Start-ups, Venture Capital, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Management, Investment Banking, Business Strategy, Corporate Finance, Analytics, Financial Services, Private Equity, Finance, Business Development, E-commerce, Leadership, Cross-functional Team...
Education
Princeton University 1995 — 1997
MPA
UC Davis 1989 — 1992
B.S.
Michael Lanzarone's Lehman Brothers Experience July 2007 - November 2008
Job Director at Societe Generale
Industry Investment Banking
Experience
Societe Generale August 2009 - Present
Lehman Brothers July 2007 - November 2008
Credit Suisse July 2003 - June 2007
Financial Security Assurance September 2001 - July 2003
Bear, Stearns & Co. Inc. June 2000 - August 2000
Bear, Stearns & Co. Inc. June 1999 - August 1999
Skills
Investment Banking, Payments, IT Service Management, Capital Markets, Financial Technology, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Fixed Income, Derivatives, Investments
Education
Princeton University 1997 — 2001
BSE, Operations Research and Financial Engineering
The London School of Economics and Political Science (LSE) 1998 — 1998
Summer Study Program, Economics
Societe Generale August 2009 - Present
Lehman Brothers July 2007 - November 2008
Credit Suisse July 2003 - June 2007
Financial Security Assurance September 2001 - July 2003
Bear, Stearns & Co. Inc. June 2000 - August 2000
Bear, Stearns & Co. Inc. June 1999 - August 1999
Skills
Investment Banking, Payments, IT Service Management, Capital Markets, Financial Technology, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Fixed Income, Derivatives, Investments
Education
Princeton University 1997 — 2001
BSE, Operations Research and Financial Engineering
The London School of Economics and Political Science (LSE) 1998 — 1998
Summer Study Program, Economics
Gregory De Spoelberch's Lehman Brothers Experience May 2002 - August 2002
Job Director of Marketing and Operations at Opalesque Ltd.
Industry Internet
Experience
Opalesque Ltd. January 2012 - Present
Opalesque Ltd October 2009 - January 2012
Traer Creek LLC July 2007 - August 2009
J de S Associates March 2006 - May 2007
Corporate Edge January 2005 - December 2005
HBO May 2003 - August 2003
Lehman Brothers May 2002 - August 2002
Skills
Hedge Funds, Investments, Market Research, Alternative Investments, Emerging Markets, Mutual Funds, Equities, Management, Due Diligence, Marketing, Entrepreneurship, Private Equity
Education
Princeton University 2000 — 2004
B.A., Political Science
Brunswick
Opalesque Ltd. January 2012 - Present
Opalesque Ltd October 2009 - January 2012
Traer Creek LLC July 2007 - August 2009
J de S Associates March 2006 - May 2007
Corporate Edge January 2005 - December 2005
HBO May 2003 - August 2003
Lehman Brothers May 2002 - August 2002
Skills
Hedge Funds, Investments, Market Research, Alternative Investments, Emerging Markets, Mutual Funds, Equities, Management, Due Diligence, Marketing, Entrepreneurship, Private Equity
Education
Princeton University 2000 — 2004
B.A., Political Science
Brunswick
Davina Askin's Lehman Brothers Experience 2002 - 2004
Job Talent Management | Succession Planning | Organizational Development | Diversity
Industry Human Resources
Experience
Kroll 2014 - Present
Girl Scouts of the USA 2008 - 2013
Charles Schwab 2004 - 2007
Lehman Brothers 2002 - 2004
Deutsche Bank 2000 - 2002
PwC 1999 - 2000
Andersen Consulting 1997 - 1999
Towers Perrin 1992 - 1997
Catalyst 1991 - 1992
Skills
Talent Management, Succession Planning, Performance Management, Leadership Development, Change Management, Human Resources, Onboarding, Leadership, Training, Organizational..., Employee Engagement, Recruiting, Deferred Compensation, Management, Organizational Design, Organizational..., Career Development, Personnel Management, Executive Coaching, Strategy, HRIS, Program Management, Organizational Structure, Consulting, Staff Development, Organizational..., HR Consulting, Workforce Planning, Strategic Planning, Mergers & Acquisitions, 360 Feedback, HR Strategy, Diversity/Inclusion, Compensation
Education
Columbia University
MA, Organizational Psychology
Princeton University
AB, Sociology with a Certificate in Women's Studies
University of Notre Dame - Mendoza College of Business
Certificate, Civic Sector Leadership Fellows Program, in partnership with the National Human Services Assembly
Kroll 2014 - Present
Girl Scouts of the USA 2008 - 2013
Charles Schwab 2004 - 2007
Lehman Brothers 2002 - 2004
Deutsche Bank 2000 - 2002
PwC 1999 - 2000
Andersen Consulting 1997 - 1999
Towers Perrin 1992 - 1997
Catalyst 1991 - 1992
Skills
Talent Management, Succession Planning, Performance Management, Leadership Development, Change Management, Human Resources, Onboarding, Leadership, Training, Organizational..., Employee Engagement, Recruiting, Deferred Compensation, Management, Organizational Design, Organizational..., Career Development, Personnel Management, Executive Coaching, Strategy, HRIS, Program Management, Organizational Structure, Consulting, Staff Development, Organizational..., HR Consulting, Workforce Planning, Strategic Planning, Mergers & Acquisitions, 360 Feedback, HR Strategy, Diversity/Inclusion, Compensation
Education
Columbia University
MA, Organizational Psychology
Princeton University
AB, Sociology with a Certificate in Women's Studies
University of Notre Dame - Mendoza College of Business
Certificate, Civic Sector Leadership Fellows Program, in partnership with the National Human Services Assembly
Babla Karthamada's Lehman Brothers Experience 2002 - 2002
Job Strategy, Transformation and Business Architecture
Industry Management Consulting
Experience
Royal Bank of Canada 2013 - Present
ACCES Employment 2009 - Present
Ally Financial Inc. 2009 - 2013
Deloitte Consulting 2008 - 2009
Infosys 2000 - 2007
TD Bank 2003 - 2006
State Street 2002 - 2003
Lehman Brothers 2002 - 2002
Education
Queen's University 2007 — 2008
MBA, General Management
Universität Mannheim
MBA, International Business
University of Mysore
Bachelor of Engineering (B.Eng.)
Royal Bank of Canada 2013 - Present
ACCES Employment 2009 - Present
Ally Financial Inc. 2009 - 2013
Deloitte Consulting 2008 - 2009
Infosys 2000 - 2007
TD Bank 2003 - 2006
State Street 2002 - 2003
Lehman Brothers 2002 - 2002
Education
Queen's University 2007 — 2008
MBA, General Management
Universität Mannheim
MBA, International Business
University of Mysore
Bachelor of Engineering (B.Eng.)
claire ikeda-thew's Lehman Brothers Experience 2006 - 2008
Job Co Founder at Kidfund
Industry Financial Services
Experience
Kidfund August 2015 - Present
Venturous Alternatives 2013 - 2015
Societe Generale August 2010 - August 2012
Nomura International 2008 - 2010
Lehman Brothers 2006 - 2008
BlackRock 2000 - 2004
Skills
Asset Management, Start-ups, Management, Business Development, Entrepreneurship, Social Entrepreneurship, Trading, Risk Management, Inflation, Fixed Income Portfolio..., Derivatives, Fundraising, Angel Investing, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2004 — 2006
mba, Finance and Entrepreneurship
Princeton University 1996 — 2000
Bachelor of Arts (B.A.), History
Kidfund August 2015 - Present
Venturous Alternatives 2013 - 2015
Societe Generale August 2010 - August 2012
Nomura International 2008 - 2010
Lehman Brothers 2006 - 2008
BlackRock 2000 - 2004
Skills
Asset Management, Start-ups, Management, Business Development, Entrepreneurship, Social Entrepreneurship, Trading, Risk Management, Inflation, Fixed Income Portfolio..., Derivatives, Fundraising, Angel Investing, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2004 — 2006
mba, Finance and Entrepreneurship
Princeton University 1996 — 2000
Bachelor of Arts (B.A.), History
Gautam Gururaj's Lehman Brothers Experience September 2007 - September 2008
Job Director, Client Trade Services Risk Management at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
CME Group November 2011 - October 2014
Barclays Capital September 2008 - October 2011
Lehman Brothers September 2007 - September 2008
Towers Watson 2002 - 2003
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Hedge Funds, Portfolio Management, Finance, Investment Banking, Trading Systems, Options
Education
Princeton University 2005 — 2007
M.Fin., Financial Engineering
Yale University 2001 — 2005
B.S., Applied Mathematics, Economics
Wells Fargo Securities October 2014 - Present
CME Group November 2011 - October 2014
Barclays Capital September 2008 - October 2011
Lehman Brothers September 2007 - September 2008
Towers Watson 2002 - 2003
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Hedge Funds, Portfolio Management, Finance, Investment Banking, Trading Systems, Options
Education
Princeton University 2005 — 2007
M.Fin., Financial Engineering
Yale University 2001 — 2005
B.S., Applied Mathematics, Economics
Ivailo Arsov's Lehman Brothers Experience 2006 - 2006
Job at International Monetary Fund
Industry Financial Services
Experience
International Monetary Fund 2010 - Present
Reserve Bank of Australia 2002 - 2009
Lehman Brothers 2006 - 2006
Skills
Econometrics
Education
Princeton University 2005 — 2007
Master in Finance
University of Melbourne 2001 — 2001
BCom(Hons), Finance
UNSW Australia 2000 — 2000
BSc(Hons), Mathematics
University of Auckland 1996 — 1999
BCom/BSc, Finance/Mathematics
Technological School of Electronic Systems
International Monetary Fund 2010 - Present
Reserve Bank of Australia 2002 - 2009
Lehman Brothers 2006 - 2006
Skills
Econometrics
Education
Princeton University 2005 — 2007
Master in Finance
University of Melbourne 2001 — 2001
BCom(Hons), Finance
UNSW Australia 2000 — 2000
BSc(Hons), Mathematics
University of Auckland 1996 — 1999
BCom/BSc, Finance/Mathematics
Technological School of Electronic Systems
Anthony Perna's Lehman Brothers Experience October 2005 - October 2008
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Barclays Investment Bank January 2013 - May 2014
Barclays Capital October 2008 - May 2013
Lehman Brothers October 2005 - October 2008
Education
Princeton University 1999 — 2003
Morgan Stanley August 2014 - Present
Barclays Investment Bank January 2013 - May 2014
Barclays Capital October 2008 - May 2013
Lehman Brothers October 2005 - October 2008
Education
Princeton University 1999 — 2003
Lauri Kien Kotcher's Lehman Brothers Experience February 2007 - Present
Job managing director at lehman brothers
Industry Financial Services
Experience
lehman brothers February 2007 - Present
Pfizer Consumer Healthcare February 2004 - February 2007
McKinsey & Company November 1988 - January 2004
Education
Princeton University
AB, Woodrow Wilson School of Public and International Affairs
Stanford University
JD/MBA, Joint program in Business and Law
lehman brothers February 2007 - Present
Pfizer Consumer Healthcare February 2004 - February 2007
McKinsey & Company November 1988 - January 2004
Education
Princeton University
AB, Woodrow Wilson School of Public and International Affairs
Stanford University
JD/MBA, Joint program in Business and Law
Anina Fraser's Lehman Brothers Experience July 2007 - September 2008
Job Vice President, Credit Suisse Asset Management
Industry Investment Management
Experience
Credit Suisse 2009 - Present
Barclays Wealth September 2008 - October 2009
Lehman Brothers July 2007 - September 2008
Skills
Investment Banking, Fixed Income, Hedge Funds, Private Equity, Capital Markets
Education
Princeton University 2003 — 2007
Deerfield Academy 2000 — 2003
Brearley
Credit Suisse 2009 - Present
Barclays Wealth September 2008 - October 2009
Lehman Brothers July 2007 - September 2008
Skills
Investment Banking, Fixed Income, Hedge Funds, Private Equity, Capital Markets
Education
Princeton University 2003 — 2007
Deerfield Academy 2000 — 2003
Brearley
Joseph Mara's Lehman Brothers Experience 1985 - 1989
Job Lender RelationsTreasury Management at Base Point Capital
Industry Financial Services
Experience
Base Point Capital January 2015 - Present
Tandragee Capital Management December 2011 - Present
TANDRAGEE Global Advisors, LLC January 2012 - January 2015
Fairholme Capital Management 2006 - 2011
Smith Barney 1985 - 2006
Smith Barney Asset Management 1998 - 2000
Smith Barney 1993 - 1995
Lehman Brothers 1985 - 1989
Lehman Brothers 1985 - 1989
Skills
Wealth Management, Portfolio Management, Alternative Investments, Asset Managment, Retirement Planning, Strategic Financial..., Hedge Funds, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Asset Management
Education
SUNY at Albany 1975 — 1977
MS, Educational Communications
Queen's University 1971 — 1974
Bachelor of Science (BSc), Biology
Base Point Capital January 2015 - Present
Tandragee Capital Management December 2011 - Present
TANDRAGEE Global Advisors, LLC January 2012 - January 2015
Fairholme Capital Management 2006 - 2011
Smith Barney 1985 - 2006
Smith Barney Asset Management 1998 - 2000
Smith Barney 1993 - 1995
Lehman Brothers 1985 - 1989
Lehman Brothers 1985 - 1989
Skills
Wealth Management, Portfolio Management, Alternative Investments, Asset Managment, Retirement Planning, Strategic Financial..., Hedge Funds, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Asset Management
Education
SUNY at Albany 1975 — 1977
MS, Educational Communications
Queen's University 1971 — 1974
Bachelor of Science (BSc), Biology
Wendy Karner's Lehman Brothers Experience 2000 - 2002
Job Publishing Professional
Industry Publishing
Experience
Lehman Brothers 2000 - 2002
Skills
Pre-press, Advertising, Publishing, Creative Direction, Direct Mail, Direct Marketing
Education
Pratt Institute 1990 — 1992
MFA, Printmaking, Book Arts
Lehman Brothers 2000 - 2002
Skills
Pre-press, Advertising, Publishing, Creative Direction, Direct Mail, Direct Marketing
Education
Pratt Institute 1990 — 1992
MFA, Printmaking, Book Arts
Sandeep Garg's Lehman Brothers Experience 2003 - 2008
Job Risk Manager at Goldman Sachs
Industry Banking
Experience
Goldman Sachs 2010 - Present
Lehman Brothers Estate 2009 - 2010
Lehman Brothers 2003 - 2008
Merrill Lynch 1999 - 2003
Sanwa Financial Products 1997 - 1999
Skills
Risk Management, Derivatives, Hedging, Investment Banking, Fixed Income, Valuation, Market Risk, Capital Markets, Equities, Hedge Funds, Securities, Structured Products, Financial Risk, Equity Derivatives, Credit Derivatives, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Master of Business Administration (MBA), Finance / Statistics
Punjab Engineering College
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Goldman Sachs 2010 - Present
Lehman Brothers Estate 2009 - 2010
Lehman Brothers 2003 - 2008
Merrill Lynch 1999 - 2003
Sanwa Financial Products 1997 - 1999
Skills
Risk Management, Derivatives, Hedging, Investment Banking, Fixed Income, Valuation, Market Risk, Capital Markets, Equities, Hedge Funds, Securities, Structured Products, Financial Risk, Equity Derivatives, Credit Derivatives, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Master of Business Administration (MBA), Finance / Statistics
Punjab Engineering College
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Jeremy Blatt's Lehman Brothers Experience June 1993 - May 1995
Job Managing Director at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation June 2001 - Present
Meritage Technology October 2000 - March 2001
Alentis March 2000 - October 2000
Zisto.com December 1999 - February 2000
AutoBond Acceptance Corporation January 1997 - November 1999
South Orange Rescue Squad June 1996 - December 1996
Smith Barney May 1995 - May 1996
Lehman Brothers June 1993 - May 1995
Bell Laboratories June 1991 - June 1993
Lachman Associates, Inc. 1984 - 1985
Skills
Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Management, SQL, Securitization, Structured Finance, Trading
Education
The University of Texas at Austin 1985 — 1988
MSCS, Computer Sciences
Princeton University 1981 — 1985
Finacity Corporation June 2001 - Present
Meritage Technology October 2000 - March 2001
Alentis March 2000 - October 2000
Zisto.com December 1999 - February 2000
AutoBond Acceptance Corporation January 1997 - November 1999
South Orange Rescue Squad June 1996 - December 1996
Smith Barney May 1995 - May 1996
Lehman Brothers June 1993 - May 1995
Bell Laboratories June 1991 - June 1993
Lachman Associates, Inc. 1984 - 1985
Skills
Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Management, SQL, Securitization, Structured Finance, Trading
Education
The University of Texas at Austin 1985 — 1988
MSCS, Computer Sciences
Princeton University 1981 — 1985
Mike Tittmann's Lehman Brothers Experience July 1997 - October 2007
Job Director at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse July 2008 - Present
Mike Tittmann Consulting, LLC November 2007 - June 2008
Lehman Brothers July 1997 - October 2007
AXA Equitable June 1972 - July 1997
Equitable 1972 - 1997
Skills
Investment Banking, Prime Brokerage, Equities, Capital Markets, Fixed Income, Relationship Management, Trading Systems, Hedge Funds, Financial Services, Portfolio Management, Financial Markets, Back Office, Derivatives, Middle Office, FX Options, Market Data
Education
Queens College 1971 — 1972
Credit Suisse July 2008 - Present
Mike Tittmann Consulting, LLC November 2007 - June 2008
Lehman Brothers July 1997 - October 2007
AXA Equitable June 1972 - July 1997
Equitable 1972 - 1997
Skills
Investment Banking, Prime Brokerage, Equities, Capital Markets, Fixed Income, Relationship Management, Trading Systems, Hedge Funds, Financial Services, Portfolio Management, Financial Markets, Back Office, Derivatives, Middle Office, FX Options, Market Data
Education
Queens College 1971 — 1972
Kevin Kavanagh's Lehman Brothers Experience September 1997 - April 2000
Job Principal at Taconic Capital Advisors
Industry Investment Management
Experience
Taconic Capital Advisors LP May 2000 - Present
Playsmart Inc. December 1997 - Present
Lehman Brothers September 1997 - April 2000
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Princeton University 1986 — 1990
BSE, Civil Engineering & Architecture
Regis High School 1982 — 1986
Taconic Capital Advisors LP May 2000 - Present
Playsmart Inc. December 1997 - Present
Lehman Brothers September 1997 - April 2000
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Princeton University 1986 — 1990
BSE, Civil Engineering & Architecture
Regis High School 1982 — 1986
Robert Moir's Lehman Brothers Experience July 2002 - March 2006
Job Principal at Elk Rock Capital Partners, LLC
Industry Financial Services
Experience
Elk Rock Capital Partners, LLC August 2007 - Present
Radius Mortgage Capital, LLC October 2006 - August 2007
Lehman Brothers July 2002 - March 2006
Wilshire Financial Services Group, Inc. February 1996 - July 2002
Arrow Transportation Company 1988 - 1996
Skills
Mortgage, Commercial Mortgages, Mortgage Banking, Loans, Capital Markets, Real Estate Finance, Mortgage Lending, Investors, Dispositions, Banking, Residential, Asset, Securitization, Loan Structuring, Real Estate Investment, Residential Mortgages, Loan Servicing, Asset Management, Debt, Credit Analysis, Credit Risk, Credit, Fixed Income, Portfolio Management, Residential Homes, Asset Managment, Loan Origination, Financial Services, Financial Structuring, Disposition, Investments, Mergers & Acquisitions, Real Estate Economics, Underwriting, Private Equity, Investment Properties, Structured Finance, Valuation, Acquisitions, Real Estate Financing, Funding, MBS, Capital, Due Diligence, Mezzanine, Loss Mitigation, CMBS, Financial Institutions, Commercial Lending, Asset Based Lending
Education
Portland State University 1978 — 1982
BS Business, Finance
University of Oregon 1978 — 1979
Bachelor of Science (B.S.), Finance and Markeing
Elk Rock Capital Partners, LLC August 2007 - Present
Radius Mortgage Capital, LLC October 2006 - August 2007
Lehman Brothers July 2002 - March 2006
Wilshire Financial Services Group, Inc. February 1996 - July 2002
Arrow Transportation Company 1988 - 1996
Skills
Mortgage, Commercial Mortgages, Mortgage Banking, Loans, Capital Markets, Real Estate Finance, Mortgage Lending, Investors, Dispositions, Banking, Residential, Asset, Securitization, Loan Structuring, Real Estate Investment, Residential Mortgages, Loan Servicing, Asset Management, Debt, Credit Analysis, Credit Risk, Credit, Fixed Income, Portfolio Management, Residential Homes, Asset Managment, Loan Origination, Financial Services, Financial Structuring, Disposition, Investments, Mergers & Acquisitions, Real Estate Economics, Underwriting, Private Equity, Investment Properties, Structured Finance, Valuation, Acquisitions, Real Estate Financing, Funding, MBS, Capital, Due Diligence, Mezzanine, Loss Mitigation, CMBS, Financial Institutions, Commercial Lending, Asset Based Lending
Education
Portland State University 1978 — 1982
BS Business, Finance
University of Oregon 1978 — 1979
Bachelor of Science (B.S.), Finance and Markeing
Gerald Conway's Lehman Brothers Experience 1992 - 1996
Job Vice President at Societe Generale
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SG CIB 2005 - Present
Crédit Agricole Corporate & Investment Bank 2001 - 2005
Canadian Imperial Bank of Commerce 1996 - 2001
Lehman Brothers 1992 - 1996
Bankers Trust 1988 - 1992
Merrill Lynch 1986 - 1988
MONY Financial Services 1985 - 1986
Skills
Rates, Investments, Equities, Interest Rate..., FX Options, Money Market, Funding, Credit Derivatives, Foreign Exchange, Fixed Income, Arbitrage
Education
Providence College 1981 — 1985
BHS
Societe Generale Corporate and Investment Banking - SG CIB 2005 - Present
Crédit Agricole Corporate & Investment Bank 2001 - 2005
Canadian Imperial Bank of Commerce 1996 - 2001
Lehman Brothers 1992 - 1996
Bankers Trust 1988 - 1992
Merrill Lynch 1986 - 1988
MONY Financial Services 1985 - 1986
Skills
Rates, Investments, Equities, Interest Rate..., FX Options, Money Market, Funding, Credit Derivatives, Foreign Exchange, Fixed Income, Arbitrage
Education
Providence College 1981 — 1985
BHS
Clifford Perez's Lehman Brothers Experience 1992 - 1994
Job Vice President, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - November 2012
Fidelity Investments September 1996 - May 2010
LGA consultants 1994 - 1996
Lehman Brothers 1992 - 1994
Merrill Lynch 1987 - 1992
Morgan Stanley June 1986 - August 1987
Chemical Bank January 1977 - May 1986
Skills
Business Planning, Cash, Strategic Planning, Business Management, Product Development, Series 7, Mutual Funds, Product Management, Competitive Analysis, Financial Markets, Series 63, Business Strategy, P&L Management, Vendor Management, Series 24, Management, Hedge Funds, Risk Management, Equities, Securities, Fixed Income, FINRA, Financial Services, Trading, Business Analysis, Analytics, Banking, CRM, Asset Management, Finance, Strategy, Business Development, Derivatives, Analysis, Program Management, Executive Management, Process Improvement, Portfolio Management, Relationship Management, Options, Wealth Management, Alternative Investments, Capital Markets, Investments, Investment Management, Electronic Trading, Trading Systems, Equity Trading, Bloomberg, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1975 — 1976
MBA
Queens College 1970 — 1975
BA
Bronx HS of Science 1965 — 1969
Fidelity Investments May 2011 - November 2012
Fidelity Investments September 1996 - May 2010
LGA consultants 1994 - 1996
Lehman Brothers 1992 - 1994
Merrill Lynch 1987 - 1992
Morgan Stanley June 1986 - August 1987
Chemical Bank January 1977 - May 1986
Skills
Business Planning, Cash, Strategic Planning, Business Management, Product Development, Series 7, Mutual Funds, Product Management, Competitive Analysis, Financial Markets, Series 63, Business Strategy, P&L Management, Vendor Management, Series 24, Management, Hedge Funds, Risk Management, Equities, Securities, Fixed Income, FINRA, Financial Services, Trading, Business Analysis, Analytics, Banking, CRM, Asset Management, Finance, Strategy, Business Development, Derivatives, Analysis, Program Management, Executive Management, Process Improvement, Portfolio Management, Relationship Management, Options, Wealth Management, Alternative Investments, Capital Markets, Investments, Investment Management, Electronic Trading, Trading Systems, Equity Trading, Bloomberg, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1975 — 1976
MBA
Queens College 1970 — 1975
BA
Bronx HS of Science 1965 — 1969
Chris Van Buren, CFA's Lehman Brothers Experience August 2005 - April 2009
Job Senior Managing Director, Chief Risk Officer, Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
UBS May 2013 - January 2014
UBS Global Asset Management November 2010 - May 2013
The Rockefeller Foundation April 2009 - November 2010
Lehman Brothers August 2005 - April 2009
Neuberger Berman August 2005 - April 2009
Goldman, Sachs & Co. 1991 - 2005
Advanced Computer Techniques / InterACT April 1985 - April 1991
Skills
Investment Management, Investments, Financial Risk, Fixed Income Analysis, Alternative Investments, Programming Languages, Operational Risk..., Portfolio Management, Equities, Fixed Income, Asset Management
Education
Princeton University 1980 — 1984
B.S.E., Electrical Engineering / Computer Science
Stevens Institute of Technology 1984 — 1989
M.Eng, Electrical Engineering
TIAA-CREF January 2014 - Present
UBS May 2013 - January 2014
UBS Global Asset Management November 2010 - May 2013
The Rockefeller Foundation April 2009 - November 2010
Lehman Brothers August 2005 - April 2009
Neuberger Berman August 2005 - April 2009
Goldman, Sachs & Co. 1991 - 2005
Advanced Computer Techniques / InterACT April 1985 - April 1991
Skills
Investment Management, Investments, Financial Risk, Fixed Income Analysis, Alternative Investments, Programming Languages, Operational Risk..., Portfolio Management, Equities, Fixed Income, Asset Management
Education
Princeton University 1980 — 1984
B.S.E., Electrical Engineering / Computer Science
Stevens Institute of Technology 1984 — 1989
M.Eng, Electrical Engineering
Blair Mestl Ritchie's Lehman Brothers Experience February 2006 - February 2007
Job Managing Director at Park Hill
Industry Financial Services
Experience
The Blackstone Group March 2007 - Present
Lehman Brothers February 2006 - February 2007
Jefferies & Company 2002 - 2006
Robertson Stephens 2001 - 2002
Skills
Investment Banking, Hedge Funds, Financial Services, Equity Capital Markets, Finance, Financial Institutions, Private Equity, Alternative Investments, Valuation, Due Diligence, Equities, Investments, Financial Modeling, Asset Management, Capital Markets, Mergers & Acquisitions, Fixed Income
Education
Princeton University
A.B., History
The Blackstone Group March 2007 - Present
Lehman Brothers February 2006 - February 2007
Jefferies & Company 2002 - 2006
Robertson Stephens 2001 - 2002
Skills
Investment Banking, Hedge Funds, Financial Services, Equity Capital Markets, Finance, Financial Institutions, Private Equity, Alternative Investments, Valuation, Due Diligence, Equities, Investments, Financial Modeling, Asset Management, Capital Markets, Mergers & Acquisitions, Fixed Income
Education
Princeton University
A.B., History
Richard Brachman's Lehman Brothers Experience July 2007 - September 2008
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
Bank of America September 2009 - June 2010
UBS March 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
UBS September 2003 - June 2007
Morgan Stanley July 2002 - September 2003
Pedestal, Inc. March 2001 - March 2002
TruMarkets, Inc. February 2000 - March 2001
Bloomberg September 1999 - February 2000
Education
Princeton University 1980 — 1984
BSE, Mechanical Engineering
Great Neck South Senior High School 1976 — 1980
High School
JP Morgan Chase June 2010 - Present
Bank of America September 2009 - June 2010
UBS March 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
UBS September 2003 - June 2007
Morgan Stanley July 2002 - September 2003
Pedestal, Inc. March 2001 - March 2002
TruMarkets, Inc. February 2000 - March 2001
Bloomberg September 1999 - February 2000
Education
Princeton University 1980 — 1984
BSE, Mechanical Engineering
Great Neck South Senior High School 1976 — 1980
High School
Ciarán Gorman's Lehman Brothers Experience July 2006 - September 2008
Job Senior kdb+ Consultant at First Derivatives
Industry Investment Banking
Experience
Bank of America August 2015 - Present
First Derivatives August 2010 - Present
JPMorgan Chase February 2013 - June 2015
Barclays Capital September 2008 - December 2012
First Derivatives July 2006 - August 2010
Lehman Brothers July 2006 - September 2008
Education
Queen's University Belfast 2002 — 2006
BEng
Bank of America August 2015 - Present
First Derivatives August 2010 - Present
JPMorgan Chase February 2013 - June 2015
Barclays Capital September 2008 - December 2012
First Derivatives July 2006 - August 2010
Lehman Brothers July 2006 - September 2008
Education
Queen's University Belfast 2002 — 2006
BEng
David Bullock's Lehman Brothers Experience September 1991 - January 1997
Job Managing Director at Arque Advisors
Industry Investment Management
Experience
Arque Advisors LLC January 2005 - Present
Lyster Watson & Co September 2001 - January 2005
eSpeed December 2000 - September 2001
Medley Global Advisors December 1999 - December 2000
Eager Manager Advisory ( a Subsidary of William Mercer) December 1998 - December 1999
Columbia Consulting Group April 1997 - December 1998
Lehman Brothers September 1991 - January 1997
Greenwich Associates September 1983 - September 1991
Continental Grain Company January 1977 - September 1983
JP Morgan July 1974 - January 1977
Skills
Hedge Funds, Asset Management, Investments, Investment Strategies, Fund Of Funds, Alternative Investments, Fixed Income, Funding, Due Diligence, Mutual Funds, Investment Advisory, Portfolio Management, Risk Management, Commodities
Education
The University of Chicago Booth School of Business 1972 — 1974
MBA, International Finance & Statistics
Princeton University 1968 — 1972
AB, Economics
Arque Advisors LLC January 2005 - Present
Lyster Watson & Co September 2001 - January 2005
eSpeed December 2000 - September 2001
Medley Global Advisors December 1999 - December 2000
Eager Manager Advisory ( a Subsidary of William Mercer) December 1998 - December 1999
Columbia Consulting Group April 1997 - December 1998
Lehman Brothers September 1991 - January 1997
Greenwich Associates September 1983 - September 1991
Continental Grain Company January 1977 - September 1983
JP Morgan July 1974 - January 1977
Skills
Hedge Funds, Asset Management, Investments, Investment Strategies, Fund Of Funds, Alternative Investments, Fixed Income, Funding, Due Diligence, Mutual Funds, Investment Advisory, Portfolio Management, Risk Management, Commodities
Education
The University of Chicago Booth School of Business 1972 — 1974
MBA, International Finance & Statistics
Princeton University 1968 — 1972
AB, Economics
Eric Leigh Hawk's Lehman Brothers Experience February 2000 - September 2008
Job •VP FI Financing Risk & Analytics at Barclays Capital
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers February 2000 - September 2008
SUNY at Old Westbury September 1995 - May 1997
Cooper & Dunham LLP September 1994 - September 1995
Skills
Derivatives, Fixed Income, Prime Brokerage, Sybase, Trading Systems, Capital Markets, Electronic Trading, Equity Derivatives, Credit Derivatives, Market Risk, Securities Lending, Quantitative Analytics, Collateral Management, Reference Data, Equities, Investment Banking, Portfolio Management, Financial Services
Education
Merck Fellow 1992 — 1994
Computer-aided Drug Design, Institute for Molecular Design, University of Houston
Stony Brook University 1985 — 1992
Ph.D., Theoretical/Computational Chemistry
Purchase College, SUNY 1980 — 1985
B.S., Mathematics
Purchase College, SUNY 1980 — 1985
B.S., Chemistry
Barclays Capital 2008 - Present
Lehman Brothers February 2000 - September 2008
SUNY at Old Westbury September 1995 - May 1997
Cooper & Dunham LLP September 1994 - September 1995
Skills
Derivatives, Fixed Income, Prime Brokerage, Sybase, Trading Systems, Capital Markets, Electronic Trading, Equity Derivatives, Credit Derivatives, Market Risk, Securities Lending, Quantitative Analytics, Collateral Management, Reference Data, Equities, Investment Banking, Portfolio Management, Financial Services
Education
Merck Fellow 1992 — 1994
Computer-aided Drug Design, Institute for Molecular Design, University of Houston
Stony Brook University 1985 — 1992
Ph.D., Theoretical/Computational Chemistry
Purchase College, SUNY 1980 — 1985
B.S., Mathematics
Purchase College, SUNY 1980 — 1985
B.S., Chemistry
Aimee Almeleh Smith's Lehman Brothers Experience July 2007 - September 2007
Job Client Advisor at BlueMountain Capital Management
Industry Banking
Experience
BlueMountain Capital Management January 2015 - Present
BlueMountain Capital Management September 2011 - December 2014
Bridgewater Associates May 2010 - September 2011
Barclays Capital July 2008 - April 2010
HedgeFund.net February 2006 - June 2008
Lehman Brothers July 2007 - September 2007
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Investor Relations, Securitization, Asset Management, Banking, Bonds, Trading
Education
Princeton University 2004 — 2008
Economics, Economics, Near Eastern Language and Culture
Solomon Schechter 2000 — 2004
BlueMountain Capital Management January 2015 - Present
BlueMountain Capital Management September 2011 - December 2014
Bridgewater Associates May 2010 - September 2011
Barclays Capital July 2008 - April 2010
HedgeFund.net February 2006 - June 2008
Lehman Brothers July 2007 - September 2007
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Investor Relations, Securitization, Asset Management, Banking, Bonds, Trading
Education
Princeton University 2004 — 2008
Economics, Economics, Near Eastern Language and Culture
Solomon Schechter 2000 — 2004
Nitin Chordiya's Lehman Brothers Experience 2005 - 2006
Job Solution Architect at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
GFI Group Inc January 2010 - November 2013
GFI Group Inc. 2010 - August 2013
Citigroup November 2006 - December 2009
Lehman Brothers 2005 - 2006
AT&T 1998 - 2005
Kale Consultants 1992 - 1996
Infoworld 1992 - 1993
Education
Pune Institute of Computer Technology 1987 — 1992
University of Pune 1987 — 1992
BE, Computer Science
TD Ameritrade August 2013 - Present
GFI Group Inc January 2010 - November 2013
GFI Group Inc. 2010 - August 2013
Citigroup November 2006 - December 2009
Lehman Brothers 2005 - 2006
AT&T 1998 - 2005
Kale Consultants 1992 - 1996
Infoworld 1992 - 1993
Education
Pune Institute of Computer Technology 1987 — 1992
University of Pune 1987 — 1992
BE, Computer Science
Shawn Mahoney's Lehman Brothers Experience 2000 - 2002
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2006 - Present
JPMorgan Chase 2002 - 2006
Lehman Brothers 2000 - 2002
DLJ 1996 - 2000
Merrill Lynch 1989 - 1996
Shearson Lehman Hutton 1984 - 1989
Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Bank Relationship..., Funding, Liquidity Management, Asset and Liability..., Investments, Network Management, Short and Long Term..., Acquisition Integration, Treasury Systems, Syndications, Policy/Procedure..., Banking, Capital Markets, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, FX Options, Treasury, Securities, Equities
Education
Providence College
BS, Accounting
Jefferies & Company September 2006 - Present
JPMorgan Chase 2002 - 2006
Lehman Brothers 2000 - 2002
DLJ 1996 - 2000
Merrill Lynch 1989 - 1996
Shearson Lehman Hutton 1984 - 1989
Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Bank Relationship..., Funding, Liquidity Management, Asset and Liability..., Investments, Network Management, Short and Long Term..., Acquisition Integration, Treasury Systems, Syndications, Policy/Procedure..., Banking, Capital Markets, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, FX Options, Treasury, Securities, Equities
Education
Providence College
BS, Accounting
Avery Kiser's Lehman Brothers Experience July 2005 - June 2008
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2014 - Present
Neuberger Berman January 2011 - December 2013
Neuberger Berman July 2008 - December 2010
Lehman Brothers July 2005 - June 2008
Education
Princeton University 2001 — 2005
BSE, ORFE
Neuberger Berman January 2014 - Present
Neuberger Berman January 2011 - December 2013
Neuberger Berman July 2008 - December 2010
Lehman Brothers July 2005 - June 2008
Education
Princeton University 2001 — 2005
BSE, ORFE
Art Frank's Lehman Brothers Experience December 1991 - January 1993
Job Managing Directo at GS Gamma Advisors, LLC, an MBS hedge fund owned by Guggenheim Partners
Industry Financial Services
Experience
GS Gamma Advisors, LLC, a subsidiary of Guggenheim Partners April 2010 - Present
Deutsche Bank Securities May 2007 - January 2010
Barclays Capital October 2006 - April 2007
Nomura April 1998 - September 2006
Nomura Securities International, Inc 1998 - 2006
HSBC Securities June 1993 - March 1998
HSBC 1993 - 1998
HSBC Securities 1993 - 1998
Lehman Brothers December 1991 - January 1993
Skills
MBS, Fixed Income, ABS, Derivatives, Financial Modeling, Residential Mortgages, Investments, Hedge Funds, Structured Finance, Securitization, Bloomberg, Capital Markets, Trading, Structured Products, Swaps, Bonds, Risk Management, Mortgage Lending
Education
Purdue University 1974 — 1978
Master of Science (M.S.), Statistics
GS Gamma Advisors, LLC, a subsidiary of Guggenheim Partners April 2010 - Present
Deutsche Bank Securities May 2007 - January 2010
Barclays Capital October 2006 - April 2007
Nomura April 1998 - September 2006
Nomura Securities International, Inc 1998 - 2006
HSBC Securities June 1993 - March 1998
HSBC 1993 - 1998
HSBC Securities 1993 - 1998
Lehman Brothers December 1991 - January 1993
Skills
MBS, Fixed Income, ABS, Derivatives, Financial Modeling, Residential Mortgages, Investments, Hedge Funds, Structured Finance, Securitization, Bloomberg, Capital Markets, Trading, Structured Products, Swaps, Bonds, Risk Management, Mortgage Lending
Education
Purdue University 1974 — 1978
Master of Science (M.S.), Statistics
Dave Agrati's Lehman Brothers Experience January 1994 - February 1995
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1998 - Present
Olde Discount Corporation 1995 - 1998
Lehman Brothers January 1994 - February 1995
Skills
Series 7, Series 63, Fixed Income, Securities, Bonds, Wealth Management, Capital Markets, Bloomberg, Investments, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management, Trading, Municipal Bonds, Series 53, Trading Systems, Asset Management, FINRA
Education
Providence College 1988 — 1992
B.A., Political Science
Don Bosco Prep High School 1984 — 1988
Morgan Stanley April 1998 - Present
Olde Discount Corporation 1995 - 1998
Lehman Brothers January 1994 - February 1995
Skills
Series 7, Series 63, Fixed Income, Securities, Bonds, Wealth Management, Capital Markets, Bloomberg, Investments, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management, Trading, Municipal Bonds, Series 53, Trading Systems, Asset Management, FINRA
Education
Providence College 1988 — 1992
B.A., Political Science
Don Bosco Prep High School 1984 — 1988
Matt Behrens's Lehman Brothers Experience April 2001 - September 2008
Job Program Manager at Bridgewater Associates
Industry Architecture & Planning
Experience
Bridgewater Associates April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers April 2001 - September 2008
Ted Moudis Associates 1997 - 2001
Skills
Real Estate, Asset Managment, Due Diligence, Construction, Portfolio Management, Asset Management, Facilities Management, Corporate Real Estate, Risk Management, Valuation, Real Estate Development, Budgets, Contract Negotiation, Contract Management, Financial Modeling, Vendor Management, Feasibility Studies, Real Estate Transactions, Mergers & Acquisitions, Project Management, Construction Management, Negotiation
Education
Pratt Institute 1980 — 1985
BArch, Architecture, Fine Arts
Bridgewater Associates April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers April 2001 - September 2008
Ted Moudis Associates 1997 - 2001
Skills
Real Estate, Asset Managment, Due Diligence, Construction, Portfolio Management, Asset Management, Facilities Management, Corporate Real Estate, Risk Management, Valuation, Real Estate Development, Budgets, Contract Negotiation, Contract Management, Financial Modeling, Vendor Management, Feasibility Studies, Real Estate Transactions, Mergers & Acquisitions, Project Management, Construction Management, Negotiation
Education
Pratt Institute 1980 — 1985
BArch, Architecture, Fine Arts
Marc Bornebusch's Lehman Brothers Experience January 2008 - December 2008
Job Head of Fixed Income Technology Production Services at RBC
Industry Financial Services
Experience
RBC Capital Markets October 2010 - Present
Credit Suisse May 2009 - October 2010
Lehman Brothers January 2008 - December 2008
Morgan Stanley 1996 - 2007
Morgan Stanley 1996 - 2007
Morgan Stanley 1996 - 2004
Education
Queen Mary University of London 1989 — 1992
City of London Freemen's 1984 — 1989
Danes Hill
RBC Capital Markets October 2010 - Present
Credit Suisse May 2009 - October 2010
Lehman Brothers January 2008 - December 2008
Morgan Stanley 1996 - 2007
Morgan Stanley 1996 - 2007
Morgan Stanley 1996 - 2004
Education
Queen Mary University of London 1989 — 1992
City of London Freemen's 1984 — 1989
Danes Hill
Greg Capozzi's Lehman Brothers Experience September 1989 - January 1994
Job VicePresident at The Windmill Group, Inc
Industry Financial Services
Experience
The Windmill Group, Inc January 1994 - Present
Lehman Brothers September 1989 - January 1994
Education
Providence College 1985 — 1989
The Windmill Group, Inc January 1994 - Present
Lehman Brothers September 1989 - January 1994
Education
Providence College 1985 — 1989
Lixin Wang's Lehman Brothers Experience 2004 - 2005
Job
Industry Investment Banking
Experience
BlueCrest Capital Management, LLP September 2013 - Present
Morgan Stanley June 2009 - August 2013
Merrill Lynch April 2006 - December 2008
JPMorgan Chase March 2005 - March 2006
Lehman Brothers 2004 - 2005
Skills
Proprietary Trading, Quantitative Investing, Credit Derivatives, CDS, Fixed Income, Trading Systems, Quantitative Finance, Equity Derivatives, Derivatives, Structured Products, Market Risk, Interest Rate...
Education
Princeton University 2000 — 2004
Ph.D, Operational Research and Financial Engineering
BlueCrest Capital Management, LLP September 2013 - Present
Morgan Stanley June 2009 - August 2013
Merrill Lynch April 2006 - December 2008
JPMorgan Chase March 2005 - March 2006
Lehman Brothers 2004 - 2005
Skills
Proprietary Trading, Quantitative Investing, Credit Derivatives, CDS, Fixed Income, Trading Systems, Quantitative Finance, Equity Derivatives, Derivatives, Structured Products, Market Risk, Interest Rate...
Education
Princeton University 2000 — 2004
Ph.D, Operational Research and Financial Engineering
Peter Jarow's Lehman Brothers Experience June 2007 - August 2007
Job Analyst at Altalis Capital Management
Industry Investment Banking
Experience
Altalis Capital August 2012 - Present
Crestview Partners, LLC July 2010 - June 2012
McKinsey & Company July 2008 - May 2010
Lehman Brothers June 2007 - August 2007
Lloyd George Management June 2006 - August 2006
Education
Princeton University 2004 — 2008
A.B., Woodrow Wilson School, Finance
Altalis Capital August 2012 - Present
Crestview Partners, LLC July 2010 - June 2012
McKinsey & Company July 2008 - May 2010
Lehman Brothers June 2007 - August 2007
Lloyd George Management June 2006 - August 2006
Education
Princeton University 2004 — 2008
A.B., Woodrow Wilson School, Finance
Cassandra Tran's Lehman Brothers Experience July 2007 - August 2007
Job Foreign Exchange Sales
Industry Financial Services
Experience
Standard Chartered Bank May 2015 - Present
Bank of America Merrill Lynch July 2013 - April 2015
Barclays Investment Bank July 2008 - July 2013
Lehman Brothers July 2007 - August 2007
Goldman Sachs June 2006 - September 2006
Skills
Bloomberg, Foreign Exchange, Equities, FX Options, Emerging Markets, Series 7, Series 63, Hedge Funds, Fixed Income, Options, Derivatives
Education
Providence College 2004 — 2008
BS (Honors), Finance, Economics
Standard Chartered Bank May 2015 - Present
Bank of America Merrill Lynch July 2013 - April 2015
Barclays Investment Bank July 2008 - July 2013
Lehman Brothers July 2007 - August 2007
Goldman Sachs June 2006 - September 2006
Skills
Bloomberg, Foreign Exchange, Equities, FX Options, Emerging Markets, Series 7, Series 63, Hedge Funds, Fixed Income, Options, Derivatives
Education
Providence College 2004 — 2008
BS (Honors), Finance, Economics
Robert Wuertz's Lehman Brothers Experience July 2002 - September 2008
Job Credit Portfolio Manager BlackRock
Industry Financial Services
Experience
BlackRock June 2012 - Present
Nomura Securities August 2009 - November 2011
Barclays Capital September 2008 - August 2009
Lehman Brothers July 2002 - September 2008
Skills
Derivatives, Bloomberg, Bonds, Capital Markets, Credit Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Structured Products, Trading
Education
Princeton University 1998 — 2002
A.B., Economics
BlackRock June 2012 - Present
Nomura Securities August 2009 - November 2011
Barclays Capital September 2008 - August 2009
Lehman Brothers July 2002 - September 2008
Skills
Derivatives, Bloomberg, Bonds, Capital Markets, Credit Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Structured Products, Trading
Education
Princeton University 1998 — 2002
A.B., Economics
Mark Belkin's Lehman Brothers Experience October 2003 - March 2005
Job Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2013 - Present
Goldman Sachs June 2011 - May 2013
Goldman Sachs January 2008 - June 2011
Goldman Sachs March 2005 - January 2008
Lehman Brothers October 2003 - March 2005
Deloitte September 2000 - October 2003
Skills
Prime Brokerage, Securities, Product Control, Securities Lending, Financial Analysis, Funding, Sarbanes-Oxley Act, Auditing, Financial Accounting, Internal Controls, Financial Reporting, SEC filings, Liquidity, Team Management, Profitability Analysis, Project Coordination, People Management, Audit, SOX, SEC reporting, ALM, Process Improvement, management reporting, Capital Markets, Equities, Finance, Financial Modeling, Financial Services, Hedge Funds, Fixed Income
Education
Queens College 1996 — 2000
BA - Magna Cum Laude, Accounting and Information Systems
The Hebrew University 1999 — 1999
Semester Abroad, Economics
Yeshiva University High School 1992 — 1996
High School, High School
Goldman Sachs June 2013 - Present
Goldman Sachs June 2011 - May 2013
Goldman Sachs January 2008 - June 2011
Goldman Sachs March 2005 - January 2008
Lehman Brothers October 2003 - March 2005
Deloitte September 2000 - October 2003
Skills
Prime Brokerage, Securities, Product Control, Securities Lending, Financial Analysis, Funding, Sarbanes-Oxley Act, Auditing, Financial Accounting, Internal Controls, Financial Reporting, SEC filings, Liquidity, Team Management, Profitability Analysis, Project Coordination, People Management, Audit, SOX, SEC reporting, ALM, Process Improvement, management reporting, Capital Markets, Equities, Finance, Financial Modeling, Financial Services, Hedge Funds, Fixed Income
Education
Queens College 1996 — 2000
BA - Magna Cum Laude, Accounting and Information Systems
The Hebrew University 1999 — 1999
Semester Abroad, Economics
Yeshiva University High School 1992 — 1996
High School, High School
Eric Voelker's Lehman Brothers Experience June 2002 - January 2009
Job Managing Director Structured Credit at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2009 - Present
Lehman Brothers June 2002 - January 2009
Education
Princeton University 1998 — 2002
Guggenheim Partners July 2009 - Present
Lehman Brothers June 2002 - January 2009
Education
Princeton University 1998 — 2002
Rebecca Li-Huang's Lehman Brothers Experience 1998 - 2001
Job Author, Wealth Management Advisor
Industry Financial Services
Experience
Green Apple Red Book February 2015 - June 2015
Merrill Lynch April 2005 - February 2015
Providian Financial 2002 - 2004
Lehman Brothers 1998 - 2001
Motorola February 1993 - August 1997
Skills
Wealth Management, Private Equity, Portfolio Management, Investments, Equities, Valuation, Risk Management, Fixed Income, Business Development, Private Banking, Finance, Credit Analysis, Estate Planning, Fundraising, Real Estate Investment..., Publishing, Capital Markets, Financial Modeling, Management, Alternative Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance and International Economics
Purdue University 1990 — 1992
Master of Science, Electrical Engineering
University of Science and Technology of China 1987 — 1990
ABD, Electrical Engineering
Green Apple Red Book February 2015 - June 2015
Merrill Lynch April 2005 - February 2015
Providian Financial 2002 - 2004
Lehman Brothers 1998 - 2001
Motorola February 1993 - August 1997
Skills
Wealth Management, Private Equity, Portfolio Management, Investments, Equities, Valuation, Risk Management, Fixed Income, Business Development, Private Banking, Finance, Credit Analysis, Estate Planning, Fundraising, Real Estate Investment..., Publishing, Capital Markets, Financial Modeling, Management, Alternative Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance and International Economics
Purdue University 1990 — 1992
Master of Science, Electrical Engineering
University of Science and Technology of China 1987 — 1990
ABD, Electrical Engineering
Daniel Santefort's Lehman Brothers Experience April 2004 - February 2007
Job Executive Director, Equity Derivatives Trading
Industry Investment Banking
Experience
CIBC World Markets August 2015 - Present
RBS Markets & International Banking March 2012 - December 2014
JP Morgan April 2009 - November 2011
Barclays Investment Bank March 2007 - January 2009
Lehman Brothers April 2004 - February 2007
Liquid Capital March 2003 - April 2004
Merrill Lynch September 2001 - March 2003
Prime International Trading September 1994 - June 1999
Skills
Equity Derivatives, Structured Products, Derivatives, Fixed Income, Investment Banking, Equities, Electronic Trading, Capital Markets, Bloomberg, Hedge Funds, Credit Derivatives, Equity Trading, Options, Prime Brokerage, Swaps, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Purdue University 1990 — 1994
Bachelor of Science (BSc), Business Administration and Management, General
CIBC World Markets August 2015 - Present
RBS Markets & International Banking March 2012 - December 2014
JP Morgan April 2009 - November 2011
Barclays Investment Bank March 2007 - January 2009
Lehman Brothers April 2004 - February 2007
Liquid Capital March 2003 - April 2004
Merrill Lynch September 2001 - March 2003
Prime International Trading September 1994 - June 1999
Skills
Equity Derivatives, Structured Products, Derivatives, Fixed Income, Investment Banking, Equities, Electronic Trading, Capital Markets, Bloomberg, Hedge Funds, Credit Derivatives, Equity Trading, Options, Prime Brokerage, Swaps, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Purdue University 1990 — 1994
Bachelor of Science (BSc), Business Administration and Management, General
Constantine Tujios's Lehman Brothers Experience May 2006 - May 2010
Job Senior Vice President at Silverpeak Real Estate Partners
Industry Real Estate
Experience
Silverpeak Real Estate Partners May 2010 - Present
Lehman Brothers May 2006 - May 2010
Lehman Brothers July 2004 - May 2006
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Real Estate, Asset Management, Investments, Capital Markets, Real Estate Economics, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2000 — 2004
B.S., Economics, Finance, Real Estate, & Management
Punahou School
Silverpeak Real Estate Partners May 2010 - Present
Lehman Brothers May 2006 - May 2010
Lehman Brothers July 2004 - May 2006
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Real Estate, Asset Management, Investments, Capital Markets, Real Estate Economics, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2000 — 2004
B.S., Economics, Finance, Real Estate, & Management
Punahou School
Katherine Lawrence's Lehman Brothers Experience July 2008 - September 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Bike and Build April 2012 - August 2012
Barclays Capital (formerly Lehman Brothers) July 2008 - April 2012
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
United States Senator Robert Menendez June 2006 - August 2006
Skills
Certifications: FINRA..., Certified Spinning and..., Marathon Runner, Fixed Income, Asset Managment, Trading, Securities, Economics, Leadership, Data Analysis, Bloomberg, Series 63
Education
Pingry
High School, K-12
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration degree
Princeton University 2004 — 2008
Graduated Magna Cum Laude, B.A., Politics; American Studies
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Bike and Build April 2012 - August 2012
Barclays Capital (formerly Lehman Brothers) July 2008 - April 2012
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
United States Senator Robert Menendez June 2006 - August 2006
Skills
Certifications: FINRA..., Certified Spinning and..., Marathon Runner, Fixed Income, Asset Managment, Trading, Securities, Economics, Leadership, Data Analysis, Bloomberg, Series 63
Education
Pingry
High School, K-12
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration degree
Princeton University 2004 — 2008
Graduated Magna Cum Laude, B.A., Politics; American Studies
Josh Scheiman's Lehman Brothers Experience July 2007 - August 2007
Job Financial Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2011 - Present
Bank of America August 2009 - March 2011
The Boston Consulting Group July 2008 - February 2009
Lehman Brothers July 2007 - August 2007
Bear Stearns May 2006 - August 2006
Skills
Data Analysis, Financial Modeling, Equity Research, Bloomberg
Education
Princeton University 2004 — 2008
AB, Economics, East Asian Studies
JPMorgan Chase April 2011 - Present
Bank of America August 2009 - March 2011
The Boston Consulting Group July 2008 - February 2009
Lehman Brothers July 2007 - August 2007
Bear Stearns May 2006 - August 2006
Skills
Data Analysis, Financial Modeling, Equity Research, Bloomberg
Education
Princeton University 2004 — 2008
AB, Economics, East Asian Studies
Kenneth Telljohann's Lehman Brothers Experience 1993 - 2001
Job Managing Director at John Lang, Inc.
Industry Investment Management
Experience
John Lang, Inc. 2005 - Present
CoVision Capital Group, LLC 2001 - Present
Tower Capital, Inc March 2004 - February 2005
Lehman Brothers 1993 - 2001
Goldman Sachs 1990 - 1993
Salomon Brothers 1984 - 1990
Lehman Brothers August 1981 - 1984
Education
Princeton University 1977 — 1981
AB, Physics
John Lang, Inc. 2005 - Present
CoVision Capital Group, LLC 2001 - Present
Tower Capital, Inc March 2004 - February 2005
Lehman Brothers 1993 - 2001
Goldman Sachs 1990 - 1993
Salomon Brothers 1984 - 1990
Lehman Brothers August 1981 - 1984
Education
Princeton University 1977 — 1981
AB, Physics
Scott Castellano's Lehman Brothers Experience August 1992 - March 1996
Job Global Technology Infrastructure Real Estate
Industry Financial Services
Experience
Investment Bank July 2015 - Present
Pride Technologies May 2014 - Present
BNY Mellon January 2013 - June 2014
Adecco October 2010 - December 2011
Diocese of Rockville Centre October 2009 - September 2010
Goldman Sachs&Co. 2000 - 2009
Chase Manhattan Bank 1998 - 2000
UBS March 1996 - June 1998
Lehman Brothers August 1992 - March 1996
J.P. Morgan March 1989 - March 1991
Skills
Change Management, Business Analysis, Process Improvement, IT Strategy, Program Management, Financial Services, Business Process..., Talent Management, Outsourcing, Strategic Planning, Management Consulting, Business Strategy, Visio, Business Intelligence, Disaster Recovery, Team Building, Vendor Management, PMP, CRM, Process Engineering, IT Management, PMO, Integration, Strategy, Management, Project Portfolio..., Business Process, Fixed Income, MS Project, Team Leadership, Mergers & Acquisitions, Banking, Enterprise Architecture, Operations Management, Telecommunications, Team Management, Resource Management, Leadership, Business Continuity, Product Management, ITIL, Business Process..., Information Technology, Equities, Requirements Analysis, Portfolio Management, Cross-functional Team..., Analysis, Market Data, Requirements Gathering
Education
Providence College 1976 — 1978
BS, Business Management
Chaminade High School
Investment Bank July 2015 - Present
Pride Technologies May 2014 - Present
BNY Mellon January 2013 - June 2014
Adecco October 2010 - December 2011
Diocese of Rockville Centre October 2009 - September 2010
Goldman Sachs&Co. 2000 - 2009
Chase Manhattan Bank 1998 - 2000
UBS March 1996 - June 1998
Lehman Brothers August 1992 - March 1996
J.P. Morgan March 1989 - March 1991
Skills
Change Management, Business Analysis, Process Improvement, IT Strategy, Program Management, Financial Services, Business Process..., Talent Management, Outsourcing, Strategic Planning, Management Consulting, Business Strategy, Visio, Business Intelligence, Disaster Recovery, Team Building, Vendor Management, PMP, CRM, Process Engineering, IT Management, PMO, Integration, Strategy, Management, Project Portfolio..., Business Process, Fixed Income, MS Project, Team Leadership, Mergers & Acquisitions, Banking, Enterprise Architecture, Operations Management, Telecommunications, Team Management, Resource Management, Leadership, Business Continuity, Product Management, ITIL, Business Process..., Information Technology, Equities, Requirements Analysis, Portfolio Management, Cross-functional Team..., Analysis, Market Data, Requirements Gathering
Education
Providence College 1976 — 1978
BS, Business Management
Chaminade High School
Laurie Perper's Lehman Brothers Experience January 2005 - August 2009
Job Credit/Risk Specialist, Commercial Portfolio Management, Underwriter
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Perper & Co October 2010 - Present
Fusion Advisory Partners, Inc. September 2009 - September 2010
Lehman Brothers January 2005 - August 2009
Goldman Sachs August 2003 - January 2005
JP Morgan August 1994 - October 2002
Skills
Investment Banking, Capital Markets, Portfolio Management, Structured Finance, Equities, Leveraged Finance, Fixed Income, Investments, Finance, Financial Structuring, Due Diligence, Special Situations, Credit Analysis, Risk Management, High Yield, Credit, Cultural Diversity, Strategic Negotiations, Credit Risk, Securities, Venture Capital, Bonds, Loans, Financial Risk, Strategy, Project Finance, Funding, Restructuring, Banking, Executive Management, Financial Institutions, Debt Restructuring, LBO, Syndications, Private Equity, Corporate Finance
Education
Princeton University 1979 — 1984
A.B., Econ
Bank of America Merrill Lynch August 2015 - Present
Perper & Co October 2010 - Present
Fusion Advisory Partners, Inc. September 2009 - September 2010
Lehman Brothers January 2005 - August 2009
Goldman Sachs August 2003 - January 2005
JP Morgan August 1994 - October 2002
Skills
Investment Banking, Capital Markets, Portfolio Management, Structured Finance, Equities, Leveraged Finance, Fixed Income, Investments, Finance, Financial Structuring, Due Diligence, Special Situations, Credit Analysis, Risk Management, High Yield, Credit, Cultural Diversity, Strategic Negotiations, Credit Risk, Securities, Venture Capital, Bonds, Loans, Financial Risk, Strategy, Project Finance, Funding, Restructuring, Banking, Executive Management, Financial Institutions, Debt Restructuring, LBO, Syndications, Private Equity, Corporate Finance
Education
Princeton University 1979 — 1984
A.B., Econ
Peter J. Donaghy III's Lehman Brothers Experience June 2004 - November 2008
Job at Societe Generale
Industry Financial Services
Experience
Societe Generale July 2010 - Present
KBC Financial Products July 2009 - July 2010
The Dannon Company & Thomson Reuters February 2009 - July 2009
Lehman Brothers June 2004 - November 2008
Willkie Farr & Gallagher LLP October 2003 - June 2004
Morgan Stanley April 2002 - June 2003
Skills
Recruiting, Team Building, Business Development, Change Management, Business Analysis, Vendor Management, Banking, Talent Acquisition, Finance, Microsoft Excel, Talent Management, Financial Modeling, Capital Markets, Risk Management, Bloomberg, Investment Banking, Financial Analysis, Equities, Derivatives, Financial Services, Portfolio Management, Valuation, Financial Markets, Hedge Funds, Trading, Bonds, Fixed Income, Securities, Structured Products, Structured Finance
Education
Fordham Prep
Providence College
BS, Business Management
Societe Generale July 2010 - Present
KBC Financial Products July 2009 - July 2010
The Dannon Company & Thomson Reuters February 2009 - July 2009
Lehman Brothers June 2004 - November 2008
Willkie Farr & Gallagher LLP October 2003 - June 2004
Morgan Stanley April 2002 - June 2003
Skills
Recruiting, Team Building, Business Development, Change Management, Business Analysis, Vendor Management, Banking, Talent Acquisition, Finance, Microsoft Excel, Talent Management, Financial Modeling, Capital Markets, Risk Management, Bloomberg, Investment Banking, Financial Analysis, Equities, Derivatives, Financial Services, Portfolio Management, Valuation, Financial Markets, Hedge Funds, Trading, Bonds, Fixed Income, Securities, Structured Products, Structured Finance
Education
Fordham Prep
Providence College
BS, Business Management
Kaitlyn Twiname's Lehman Brothers Experience June 2008 - August 2008
Job HR Manager Industrial Products at PwC
Industry Human Resources
Constanza (Connie) Maguire's Lehman Brothers Experience November 1989 - March 1993
Job Retirement Counselor at Building Service 32BJ Pension Funds
Industry Human Resources
Experience
Building Service 32BJ Pension Funds April 2012 - Present
Building Service 32BJ Pension Funds July 2011 - April 2012
Ameriprise Financial, Inc. January 2009 - November 2009
J. & W. Seligman & Co. Inc. (now Ameriprise Financial Inc.) October 2007 - December 2008
Grey Global Group Inc. October 2005 - November 2006
Grey Global Group Inc. September 1997 - February 2001
Grey Global Group Inc. (formerly Grey Advertising Inc.) April 1997 - September 1997
Kelley Drye & Warren, LLP April 1993 - March 1997
Lehman Brothers November 1989 - March 1993
Goldman Sachs and Company June 1987 - March 1989
Skills
Retirement, Leave of Absence, Employee Benefits, HRIS, 401k, Human Resources, FMLA, New Hire Orientations, COBRA, Payroll, Open Enrollment, Disability Insurance, Benefits Administration, Insurance, Workers Compensation, Pensions, Life Insurance, Employee Relations, Policy, Talent Management, Interviews, Software Documentation, Analysis, Management, Notary Public, Deferred Compensation, Onboarding
Education
Queens College 2001 — 2003
B.A., Psychology
St. John's University 1989 — 1993
A.A.S., Business
Building Service 32BJ Pension Funds April 2012 - Present
Building Service 32BJ Pension Funds July 2011 - April 2012
Ameriprise Financial, Inc. January 2009 - November 2009
J. & W. Seligman & Co. Inc. (now Ameriprise Financial Inc.) October 2007 - December 2008
Grey Global Group Inc. October 2005 - November 2006
Grey Global Group Inc. September 1997 - February 2001
Grey Global Group Inc. (formerly Grey Advertising Inc.) April 1997 - September 1997
Kelley Drye & Warren, LLP April 1993 - March 1997
Lehman Brothers November 1989 - March 1993
Goldman Sachs and Company June 1987 - March 1989
Skills
Retirement, Leave of Absence, Employee Benefits, HRIS, 401k, Human Resources, FMLA, New Hire Orientations, COBRA, Payroll, Open Enrollment, Disability Insurance, Benefits Administration, Insurance, Workers Compensation, Pensions, Life Insurance, Employee Relations, Policy, Talent Management, Interviews, Software Documentation, Analysis, Management, Notary Public, Deferred Compensation, Onboarding
Education
Queens College 2001 — 2003
B.A., Psychology
St. John's University 1989 — 1993
A.A.S., Business
Greg Barbeau's Lehman Brothers Experience November 2004 - September 2008
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Barclays September 2008 - September 2013
Lehman Brothers November 2004 - September 2008
Bloomberg June 2001 - October 2004
Education
Providence College 1995 — 2000
Morgan Stanley Wealth Management September 2013 - Present
Barclays September 2008 - September 2013
Lehman Brothers November 2004 - September 2008
Bloomberg June 2001 - October 2004
Education
Providence College 1995 — 2000
Vinnie Lynch's Lehman Brothers Experience 1991 - 2007
Job Managing Director at Curex Group Holdings, LLC
Industry Investment Banking
Experience
Curex Group Holdings, LLC January 2014 - Present
Lehman Brothers 1991 - 2007
J.P. Morgan 1974 - 1991
Skills
Investment Banking, Capital Markets, Private Equity, Hedge Funds, Fixed Income, Equities, Banking, Emerging Markets
Education
Princeton University 1968 — 1972
Bachelor of Arts (B.A.), History
Belmont Hill School
Curex Group Holdings, LLC January 2014 - Present
Lehman Brothers 1991 - 2007
J.P. Morgan 1974 - 1991
Skills
Investment Banking, Capital Markets, Private Equity, Hedge Funds, Fixed Income, Equities, Banking, Emerging Markets
Education
Princeton University 1968 — 1972
Bachelor of Arts (B.A.), History
Belmont Hill School
Eric Sharret's Lehman Brothers Experience 2002 - 2008
Job Vice President, Business Development at TELEGRID Technologies, Inc.
Industry Telecommunications
Experience
TELEGRID Technologies, Inc. 2009 - Present
Princeton Entrepreneurs' Network May 2009 - Present
Barclays Capital 2008 - 2009
Lehman Brothers 2002 - 2008
Skills
Business Strategy, Strategic Partnerships, Product Management, Security Clearance, Emerging Markets, Security, Military, Program Management, Telecommunications, PMP, Start-ups, Strategy, Fixed Income, CISSP, Mergers & Acquisitions, Cross-functional Team..., Integration, Project Management, Business Development, Systems Engineering, Risk Management, Cloud Computing, Mobile Devices, SaaS, Wireless, Enterprise Software
Education
Princeton University
BSE, Computer Science
Princeton University
Certificate, Finance, General
The Frisch School
TELEGRID Technologies, Inc. 2009 - Present
Princeton Entrepreneurs' Network May 2009 - Present
Barclays Capital 2008 - 2009
Lehman Brothers 2002 - 2008
Skills
Business Strategy, Strategic Partnerships, Product Management, Security Clearance, Emerging Markets, Security, Military, Program Management, Telecommunications, PMP, Start-ups, Strategy, Fixed Income, CISSP, Mergers & Acquisitions, Cross-functional Team..., Integration, Project Management, Business Development, Systems Engineering, Risk Management, Cloud Computing, Mobile Devices, SaaS, Wireless, Enterprise Software
Education
Princeton University
BSE, Computer Science
Princeton University
Certificate, Finance, General
The Frisch School
Richard Paulson's Lehman Brothers Experience 1990 - 2008
Job Retired Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital from Lehman 1990 - Present
Lehman Brothers 1990 - 2008
Salomon Brothers June 1979 - January 1988
Skills
MBS, Fixed Income, Financial Modeling, Securitization, Capital Markets, Structured Products, Equities, Investment Banking, Derivatives, Hedge Funds, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 1975 — 1979
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Principia College 1966 — 1970
BA Math, Math, Bio-Chemistry, Ecology
Barclays Capital from Lehman 1990 - Present
Lehman Brothers 1990 - 2008
Salomon Brothers June 1979 - January 1988
Skills
MBS, Fixed Income, Financial Modeling, Securitization, Capital Markets, Structured Products, Equities, Investment Banking, Derivatives, Hedge Funds, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 1975 — 1979
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Principia College 1966 — 1970
BA Math, Math, Bio-Chemistry, Ecology
James Furey's Lehman Brothers Experience April 2002 - March 2007
Job Owner, Furey Research Partners, LLC
Industry Research
Experience
Furey Research Partners, LLC October 2008 - Present
Neuberger Berman March 2007 - April 2008
Lehman Brothers April 2002 - March 2007
Morgan Stanley 1988 - 1996
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1986 — 1988
MBA
Princeton University 1979 — 1983
AB, History
Furey Research Partners, LLC October 2008 - Present
Neuberger Berman March 2007 - April 2008
Lehman Brothers April 2002 - March 2007
Morgan Stanley 1988 - 1996
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1986 — 1988
MBA
Princeton University 1979 — 1983
AB, History
Thomas Butera's Lehman Brothers Experience May 1993 - September 2008
Job Vice President Manager of Print and Distribution
Industry Investment Banking
Experience
Barclays September 2008 - Present
Lehman Brothers May 1993 - September 2008
Michael Gerbino Designs January 1991 - March 1993
Skills
Management, Business Strategy, Project Management, Product Management, Product Development, Business Development, Strategic Planning, Process Improvement, Contract Negotiation, Cross-functional Team..., Marketing, Marketing Strategy, Print Management, Graphic Design, Offset Printing, Brand Development, Brand Management, Logo Design, Brochures, Invoicing, Microsoft Office
Education
Pratt Institute 1988 — 1990
Associate of Occupational Studies (A.O.S.), Graphic Design
Saint Anthony's High School 1981 — 1985
Barclays September 2008 - Present
Lehman Brothers May 1993 - September 2008
Michael Gerbino Designs January 1991 - March 1993
Skills
Management, Business Strategy, Project Management, Product Management, Product Development, Business Development, Strategic Planning, Process Improvement, Contract Negotiation, Cross-functional Team..., Marketing, Marketing Strategy, Print Management, Graphic Design, Offset Printing, Brand Development, Brand Management, Logo Design, Brochures, Invoicing, Microsoft Office
Education
Pratt Institute 1988 — 1990
Associate of Occupational Studies (A.O.S.), Graphic Design
Saint Anthony's High School 1981 — 1985
nancy polin's Lehman Brothers Experience November 1981 - June 1999
Job Independent Education Management Professional
Industry Education Management
Experience
Madeline Tsingopoulos Inc March 2013 - Present
Morgan Stanley September 1999 - January 2008
Lehman Brothers November 1981 - June 1999
Learning To Read Through The Arts September 1976 - October 1981
NYS Division For Youth September 1967 - June 1972
Board of Education of the City of NY September 1962 - August 1967
Skills
Microsoft Office, Teaching, Public Speaking, Curriculum Development, Research, Curriculum Design, Program Development, Strategic Planning, Leadership, Event Planning, Customer Service
Education
Baruch College 1981 — 1981
Certificate, Computer Programming
Pratt Institute 1972 — 1974
Master of Fine Arts (MFA), Photography/Art Therapy
Queens College 1958 — 1962
BA, Education/Math, K thru 6
Madeline Tsingopoulos Inc March 2013 - Present
Morgan Stanley September 1999 - January 2008
Lehman Brothers November 1981 - June 1999
Learning To Read Through The Arts September 1976 - October 1981
NYS Division For Youth September 1967 - June 1972
Board of Education of the City of NY September 1962 - August 1967
Skills
Microsoft Office, Teaching, Public Speaking, Curriculum Development, Research, Curriculum Design, Program Development, Strategic Planning, Leadership, Event Planning, Customer Service
Education
Baruch College 1981 — 1981
Certificate, Computer Programming
Pratt Institute 1972 — 1974
Master of Fine Arts (MFA), Photography/Art Therapy
Queens College 1958 — 1962
BA, Education/Math, K thru 6
Marcelo Navarro's Lehman Brothers Experience 1999 - 2003
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Citadel Investment Group August 2009 - February 2011
UBS 2006 - 2009
UBS Investment Bank 2004 - 2009
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Proprietary Trading, Derivatives, Equities, Trading Strategies, Quantitative Finance, Equity Trading, Market Making, FX Options, Market Risk, Options, Market Data, Commodity, Capital Markets, High Frequency Trading, Trading, Low Latency
Education
University of Chicago 1993 — 1998
Doctor of Philosophy (Ph.D.), Econometrics and Finance
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1992 — 1993
Doctor of Philosophy (Ph.D.), Mathematical Economics
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1990 — 1992
Master's degree, Operations Research
Pontifícia Universidade Católica do Rio de Janeiro 1986 — 1989
Bachelor's degree, Economics
Morgan Stanley March 2011 - Present
Citadel Investment Group August 2009 - February 2011
UBS 2006 - 2009
UBS Investment Bank 2004 - 2009
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Proprietary Trading, Derivatives, Equities, Trading Strategies, Quantitative Finance, Equity Trading, Market Making, FX Options, Market Risk, Options, Market Data, Commodity, Capital Markets, High Frequency Trading, Trading, Low Latency
Education
University of Chicago 1993 — 1998
Doctor of Philosophy (Ph.D.), Econometrics and Finance
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1992 — 1993
Doctor of Philosophy (Ph.D.), Mathematical Economics
Institute of Pure and Applied Mathematics (IMPA, Brazil) 1990 — 1992
Master's degree, Operations Research
Pontifícia Universidade Católica do Rio de Janeiro 1986 — 1989
Bachelor's degree, Economics
Brian Hunter's Lehman Brothers Experience 1985 - 1995
Job CEO at Strategic Capital Allocation Group LLC
Industry Financial Services
Experience
Strategic Capital Allocation Group LLC October 2001 - Present
Prudential Securities 1999 - 2001
Morgan Stanley 1995 - 1999
Lehman Brothers 1985 - 1995
Bain & Company March 1974 - March 1975
Boston Consulting Group March 1973 - March 1974
Skills
Investments, Financial Markets, Investment Advisory, Portfolio Optimization, Endowments, Alternative Investments, Private Equity, Hedge Funds, Portfolio Management, Wealth Management, Risk Management, Venture Capital, Due Diligence, Asset Management, Business Strategy, Asset Allocation, Derivatives, Investment Strategies, Financial Modeling, Capital Markets, Economics, Strategic Planning, Management Consulting, Asset Managment
Education
Princeton University 1966 — 1970
B.S.E., Aerospace & Mechanical Sciences
Stony Brook University 1970 — 1972
M.S., Urban & Policy Sciences
Strategic Capital Allocation Group LLC October 2001 - Present
Prudential Securities 1999 - 2001
Morgan Stanley 1995 - 1999
Lehman Brothers 1985 - 1995
Bain & Company March 1974 - March 1975
Boston Consulting Group March 1973 - March 1974
Skills
Investments, Financial Markets, Investment Advisory, Portfolio Optimization, Endowments, Alternative Investments, Private Equity, Hedge Funds, Portfolio Management, Wealth Management, Risk Management, Venture Capital, Due Diligence, Asset Management, Business Strategy, Asset Allocation, Derivatives, Investment Strategies, Financial Modeling, Capital Markets, Economics, Strategic Planning, Management Consulting, Asset Managment
Education
Princeton University 1966 — 1970
B.S.E., Aerospace & Mechanical Sciences
Stony Brook University 1970 — 1972
M.S., Urban & Policy Sciences
Frank J. Girello's Lehman Brothers Experience 1993 - 2001
Job IT Manager, Records Management at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson January 2002 - Present
Jonhson & Johnson 2002 - Present
Lehman Brothers 1993 - 2001
Skills
Records Management, Document Management, Information Management, Enterprise Content..., Knowledge Management, Software Documentation, SharePoint, Documentum, Data Management, Project Management, Content Management, Access, Archives, Business Process..., Technical Writing, Management, Information Technology, Business Analysis, Process Improvement
Education
Pratt Institute 1992 — 1996
MLS, Library and Information Science
Johnson & Johnson January 2002 - Present
Jonhson & Johnson 2002 - Present
Lehman Brothers 1993 - 2001
Skills
Records Management, Document Management, Information Management, Enterprise Content..., Knowledge Management, Software Documentation, SharePoint, Documentum, Data Management, Project Management, Content Management, Access, Archives, Business Process..., Technical Writing, Management, Information Technology, Business Analysis, Process Improvement
Education
Pratt Institute 1992 — 1996
MLS, Library and Information Science
Jonathan M Contract, NCARB, NCIDQ's Lehman Brothers Experience April 2000 - October 2008
Job Senior Space Planner at University of Massachusetts Amherst
Industry Entertainment
Experience
University of Massachusetts Amherst December 2011 - Present
NBC Universal November 2008 - December 2011
Lehman Brothers April 2000 - October 2008
Service Integration Group - Avon January 1999 - March 2000
Philip Morris April 1996 - November 1998
The Mount Sinai Medical Center May 1990 - February 1996
New York University January 1985 - January 1990
Skills
Revit, AutoCAD, Facilities Management, Software, Space-planning, Archibus, Tririga, Space planning, Project Management, Project Planning, MS Project, Architectures, Interior Design, SketchUp, Analysis, Construction, Access, Architecture, Space Planning, Budgets
Education
Pratt Institute
Bachelor of Architecture (Five Year) Degree, Architecture, Architecture
Pratt Institute
MS Urban Design, Urban Design
University of Massachusetts Amherst December 2011 - Present
NBC Universal November 2008 - December 2011
Lehman Brothers April 2000 - October 2008
Service Integration Group - Avon January 1999 - March 2000
Philip Morris April 1996 - November 1998
The Mount Sinai Medical Center May 1990 - February 1996
New York University January 1985 - January 1990
Skills
Revit, AutoCAD, Facilities Management, Software, Space-planning, Archibus, Tririga, Space planning, Project Management, Project Planning, MS Project, Architectures, Interior Design, SketchUp, Analysis, Construction, Access, Architecture, Space Planning, Budgets
Education
Pratt Institute
Bachelor of Architecture (Five Year) Degree, Architecture, Architecture
Pratt Institute
MS Urban Design, Urban Design
David Cohn's Lehman Brothers Experience August 2007 - February 2009
Job Senior Vice President at Citi
Industry Investment Management
Experience
Citi May 2013 - Present
Citi September 2010 - May 2013
Finnerty Economic Consulting November 2009 - September 2010
Lehman Brothers August 2007 - February 2009
JPMorgan Private Bank September 2003 - July 2005
Offit Hall Capital Management July 2001 - August 2003
Skills
Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments and Markets, Marketing
Princeton University 1997 — 2001
BA, Economics
Citi May 2013 - Present
Citi September 2010 - May 2013
Finnerty Economic Consulting November 2009 - September 2010
Lehman Brothers August 2007 - February 2009
JPMorgan Private Bank September 2003 - July 2005
Offit Hall Capital Management July 2001 - August 2003
Skills
Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments and Markets, Marketing
Princeton University 1997 — 2001
BA, Economics
Bridget Duffy MacDougall's Lehman Brothers Experience June 2004 - September 2008
Job US Regulatory Management Group at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Deutsche Bank January 2014 - August 2014
Deutsche Bank July 2012 - January 2014
Deutsche Bank June 2010 - July 2012
Morgan Stanley September 2008 - July 2010
Lehman Brothers June 2004 - September 2008
Skills
Hedge Funds, Equities, Fixed Income, Series 7, Capital Markets, Bloomberg, Series 63, Alternative Investments, Equity Trading, Electronic Trading, Derivatives, Securities, Asset Managment, Trading Systems, Equity Research, Investments, Trading, Marketing Communications, Marketing Strategy, Internal Communications, Sales, Fundraising
Education
Providence College 2000 — 2004
Bachelor of Arts (B.A.), Political Science
Deutsche Bank August 2014 - Present
Deutsche Bank January 2014 - August 2014
Deutsche Bank July 2012 - January 2014
Deutsche Bank June 2010 - July 2012
Morgan Stanley September 2008 - July 2010
Lehman Brothers June 2004 - September 2008
Skills
Hedge Funds, Equities, Fixed Income, Series 7, Capital Markets, Bloomberg, Series 63, Alternative Investments, Equity Trading, Electronic Trading, Derivatives, Securities, Asset Managment, Trading Systems, Equity Research, Investments, Trading, Marketing Communications, Marketing Strategy, Internal Communications, Sales, Fundraising
Education
Providence College 2000 — 2004
Bachelor of Arts (B.A.), Political Science
Robert Hedlund's Lehman Brothers Experience 1986 - 2008
Job Partner at River Birch Capital
Industry Financial Services
Experience
River Birch Capital October 2009 - Present
Barclays Capital 2008 - 2009
Lehman Brothers 1986 - 2008
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA
Princeton University 1982 — 1986
River Birch Capital October 2009 - Present
Barclays Capital 2008 - 2009
Lehman Brothers 1986 - 2008
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA
Princeton University 1982 — 1986
Mike Herr's Lehman Brothers Experience August 2003 - September 2008
Job Vice President at RBC Capital Markets
Industry
Experience
RBC Capital Markets November 2011 - Present
Barclays Capital September 2008 - August 2011
Lehman Brothers August 2003 - September 2008
Morgan Stanley August 2002 - August 2003
Education
Providence College 1998 — 2002
Bachelor's, Finance, German
RBC Capital Markets November 2011 - Present
Barclays Capital September 2008 - August 2011
Lehman Brothers August 2003 - September 2008
Morgan Stanley August 2002 - August 2003
Education
Providence College 1998 — 2002
Bachelor's, Finance, German
Jason Hutton's Lehman Brothers Experience December 1996 - September 2008
Job Senior Vice President Wealth Management, Senior Financial Advisor, Senior Portfolio Manager | Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2015 - Present
Wealth and Investment Management at Barclays March 2010 - July 2015
UBS Financial Services September 2008 - March 2010
Lehman Brothers December 1996 - September 2008
Skills
Securities, Wealth Management, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Strategic Planning, Portfolio Management, Private Equity, Private Banking, Master Limited..., Asset Allocation, Investment Advisory, Financial Advisory, Private Clients, Family Office, Financial Modeling, Capital Markets, Asset Management, Investment Banking, Strategy, Valuation
Education
Princeton University 1992 — 1996
Bachelor of Arts (BA), Political Science
Princeton University 1992 — 1996
Merrill Lynch July 2015 - Present
Wealth and Investment Management at Barclays March 2010 - July 2015
UBS Financial Services September 2008 - March 2010
Lehman Brothers December 1996 - September 2008
Skills
Securities, Wealth Management, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Strategic Planning, Portfolio Management, Private Equity, Private Banking, Master Limited..., Asset Allocation, Investment Advisory, Financial Advisory, Private Clients, Family Office, Financial Modeling, Capital Markets, Asset Management, Investment Banking, Strategy, Valuation
Education
Princeton University 1992 — 1996
Bachelor of Arts (BA), Political Science
Princeton University 1992 — 1996
Diego Ferro's Lehman Brothers Experience 1993 - 1996
Job Partner Portfolio Manager at Greylock Capital Management
Industry Investment Management
Experience
Greylock Capital Management 2009 - Present
Goldman Sachs 2007 - 2009
Morgan Stanley 1997 - 2007
Lehman Brothers 1993 - 1996
Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, High Yield, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
MBA
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'
Greylock Capital Management 2009 - Present
Goldman Sachs 2007 - 2009
Morgan Stanley 1997 - 2007
Lehman Brothers 1993 - 1996
Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, High Yield, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
MBA
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'
Gregory Callahan's Lehman Brothers Experience 2005 - 2007
Job Bain & Company
Industry Management Consulting
Experience
Bain & Company 2012 - Present
Millennium Pharmaceuticals 2011 - 2012
DynaVox Mayer-Johnson 2009 - 2010
Vestar Capital Partners 2007 - 2009
Lehman Brothers 2005 - 2007
Education
Princeton University
BA, Politics
University of Pennsylvania - The Wharton School
MBA with Honors
Bain & Company 2012 - Present
Millennium Pharmaceuticals 2011 - 2012
DynaVox Mayer-Johnson 2009 - 2010
Vestar Capital Partners 2007 - 2009
Lehman Brothers 2005 - 2007
Education
Princeton University
BA, Politics
University of Pennsylvania - The Wharton School
MBA with Honors
Adam Wolfman's Lehman Brothers Experience 1999 - 2003
Job Portfolio Manager at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital May 2014 - Present
Asian Century Quest Capital 2005 - 2014
Maverick Capital July 2003 - October 2004
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Bloomberg, Valuation, Financial Modeling, Equity Research, Asset Managment
Education
Princeton University 1995 — 1999
A.B., Politics, cum laude
Surveyor Capital May 2014 - Present
Asian Century Quest Capital 2005 - 2014
Maverick Capital July 2003 - October 2004
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Bloomberg, Valuation, Financial Modeling, Equity Research, Asset Managment
Education
Princeton University 1995 — 1999
A.B., Politics, cum laude
Lawrence Pines's Lehman Brothers Experience January 1990 - January 1992
Job Equity options trader and consultant
Industry Financial Services
Experience
Lawrence Pines 2011 - Present
Cutler Group LP 2008 - 2011
Sole Proprietor 2003 - 2008
Headwaters Capital LLC January 1998 - January 2003
Susquehanna International Group, LLP (SIG) January 1992 - January 1998
Lehman Brothers January 1990 - January 1992
Skills
Options, Equities, Trading, Portfolio Management, Risk Management, Investment Banking, Financial Risk, Mergers & Acquisitions, Corporate Finance, Proprietary Trading, Quantitative Analytics, Electronic Trading, Currency, Market Making, Equity Derivatives, Derivatives, Trading Systems, Finance
Education
Princeton University 1986 — 1990
A.B., Philosophy
Winter Park High School
Lawrence Pines 2011 - Present
Cutler Group LP 2008 - 2011
Sole Proprietor 2003 - 2008
Headwaters Capital LLC January 1998 - January 2003
Susquehanna International Group, LLP (SIG) January 1992 - January 1998
Lehman Brothers January 1990 - January 1992
Skills
Options, Equities, Trading, Portfolio Management, Risk Management, Investment Banking, Financial Risk, Mergers & Acquisitions, Corporate Finance, Proprietary Trading, Quantitative Analytics, Electronic Trading, Currency, Market Making, Equity Derivatives, Derivatives, Trading Systems, Finance
Education
Princeton University 1986 — 1990
A.B., Philosophy
Winter Park High School
Meghan Muntean's Lehman Brothers Experience July 2006 - September 2008
Job VP, Business Development at Bustle
Industry Health, Wellness and Fitness
Experience
Bustle October 2014 - Present
ChickRx 2010 - Present
Barclays Wealth September 2008 - June 2010
Lehman Brothers July 2006 - September 2008
Education
Princeton University 2002 — 2006
Bustle October 2014 - Present
ChickRx 2010 - Present
Barclays Wealth September 2008 - June 2010
Lehman Brothers July 2006 - September 2008
Education
Princeton University 2002 — 2006
Jamieson Johnson's Lehman Brothers Experience 2004 - 2008
Job Managing Director at FirstKey
Industry Financial Services
Experience
FirstKey 2014 - Present
Barclays Capital 2008 - 2014
Lehman Brothers 2004 - 2008
JP Morgan Chase 2001 - 2004
Education
Purdue University 1997 — 2001
BS, Management
FirstKey 2014 - Present
Barclays Capital 2008 - 2014
Lehman Brothers 2004 - 2008
JP Morgan Chase 2001 - 2004
Education
Purdue University 1997 — 2001
BS, Management
Frank P. Turner's Lehman Brothers Experience March 2002 - September 2008
Job Senior Financial Executive
Industry Investment Banking
Experience
WCAS Fraser Sullivan Investment Management, LLC September 2011 - June 2012
Lehman Brothers Holdings/LAMCO October 2008 - September 2011
Barclays Capital September 2008 - October 2008
Lehman Brothers March 2002 - September 2008
Lehman Brothers March 1998 - March 2002
BNY Capital Markets, Inc. April 1993 - February 1998
Irving Trust Company/The Bank of New York June 1988 - March 1993
Skills
High Yield, Portfolio Management, Credit Analysis, Leveraged Finance, LBO, Financial Modeling, Corporate Finance, Alternative Investments, Fixed Income, Capital Markets, Investment Banking, Special Situations
Education
Purdue University - Krannert School of Management 1986 — 1988
MBA, Finance
Westminster College (MO) 1980 — 1984
Bachelor of Arts (B.A.), Economics
WCAS Fraser Sullivan Investment Management, LLC September 2011 - June 2012
Lehman Brothers Holdings/LAMCO October 2008 - September 2011
Barclays Capital September 2008 - October 2008
Lehman Brothers March 2002 - September 2008
Lehman Brothers March 1998 - March 2002
BNY Capital Markets, Inc. April 1993 - February 1998
Irving Trust Company/The Bank of New York June 1988 - March 1993
Skills
High Yield, Portfolio Management, Credit Analysis, Leveraged Finance, LBO, Financial Modeling, Corporate Finance, Alternative Investments, Fixed Income, Capital Markets, Investment Banking, Special Situations
Education
Purdue University - Krannert School of Management 1986 — 1988
MBA, Finance
Westminster College (MO) 1980 — 1984
Bachelor of Arts (B.A.), Economics
Aaron Zimmerman's Lehman Brothers Experience June 2003 - August 2003
Job Portfolio Manager at Pine River Capital Management
Industry Investment Management
Experience
Pine River Capital Management November 2014 - Present
Pine River Capital Management January 2013 - Present
Pine River Capital Management September 2009 - October 2014
Citi July 2004 - August 2009
Lehman Brothers June 2003 - August 2003
Education
Princeton University 2000 — 2004
Bachelor of Science in Engineering (B.S.E), Operations Research & Financial Engineering
Pine River Capital Management November 2014 - Present
Pine River Capital Management January 2013 - Present
Pine River Capital Management September 2009 - October 2014
Citi July 2004 - August 2009
Lehman Brothers June 2003 - August 2003
Education
Princeton University 2000 — 2004
Bachelor of Science in Engineering (B.S.E), Operations Research & Financial Engineering
Diane Albanese's Lehman Brothers Experience May 2005 - September 2008
Job Loan IQ and Bank Loan Operations SME
Industry Banking
Experience
Morgan Stanley June 2015 - Present
Independent business consultant November 2013 - June 2015
IDB Bank May 2009 - November 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers May 2005 - September 2008
Lehman Brothers February 2001 - May 2005
Donaldson, Lufkin & Jenrette, February 1996 - February 2001
Skills
Fixed Income, Investment Banking, Portfolio Management, Credit Risk, Loans, Risk Management, Credit, Asset Managment, Financial Risk, Banking, Commercial Lending, Commercial Banking, Financial Structuring, Financial Services, Asset Management, Capital Markets, Equities
Education
Purdue University 1984 — 1988
BA
Morgan Stanley June 2015 - Present
Independent business consultant November 2013 - June 2015
IDB Bank May 2009 - November 2013
Barclays Capital September 2008 - May 2009
Lehman Brothers May 2005 - September 2008
Lehman Brothers February 2001 - May 2005
Donaldson, Lufkin & Jenrette, February 1996 - February 2001
Skills
Fixed Income, Investment Banking, Portfolio Management, Credit Risk, Loans, Risk Management, Credit, Asset Managment, Financial Risk, Banking, Commercial Lending, Commercial Banking, Financial Structuring, Financial Services, Asset Management, Capital Markets, Equities
Education
Purdue University 1984 — 1988
BA
Joanie Turro's Lehman Brothers Experience 1986 - 1996
Job
Industry Cosmetics
Experience
Arbonne International November 2011 - Present
Lehman Brothers 1986 - 1996
Education
Providence College 1982 — 1986
Bachelor of Arts, Business
School of the Holy Child 1982 — 1986
High School
Arbonne International November 2011 - Present
Lehman Brothers 1986 - 1996
Education
Providence College 1982 — 1986
Bachelor of Arts, Business
School of the Holy Child 1982 — 1986
High School
Yoshi Yagisawa's Lehman Brothers Experience March 2008 - September 2008
Job Vice President at Neuberger Berman Alternatives
Industry Financial Services
Experience
Neuberger Berman August 2014 - Present
Goldman Sachs May 2013 - March 2014
Neuberger Berman April 2009 - April 2013
Lehman Brothers March 2008 - September 2008
Education
Keio University 2005 — 2009
Law - Political Science
Keio Shiki High School 2001 — 2005
Punahou School 2003 — 2004
Neuberger Berman August 2014 - Present
Goldman Sachs May 2013 - March 2014
Neuberger Berman April 2009 - April 2013
Lehman Brothers March 2008 - September 2008
Education
Keio University 2005 — 2009
Law - Political Science
Keio Shiki High School 2001 — 2005
Punahou School 2003 — 2004
Jason Hathaway's Lehman Brothers Experience 2005 - 2006
Job
Industry Investment Banking
Experience
Williams Capital Advisors, LLC 2011 - Present
Levine Leichtman Capital Partners 2008 - 2010
RBS Securities Corporation 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Equities, Private Equity, Investments, Due Diligence, Fixed Income
Education
Pomona College 2001 — 2005
Bachelor of Arts, Economics
Williams Capital Advisors, LLC 2011 - Present
Levine Leichtman Capital Partners 2008 - 2010
RBS Securities Corporation 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Equities, Private Equity, Investments, Due Diligence, Fixed Income
Education
Pomona College 2001 — 2005
Bachelor of Arts, Economics
Dariusz Nieciecki's Lehman Brothers Experience January 2007 - May 2008
Job Vice President at Brookfield Asset Management
Industry Investment Management
Experience
Brookfield Asset Management November 2014 - Present
Red Sky Capital Management Ltd. July 2010 - October 2014
GMP Investment Management May 2008 - June 2010
Lehman Brothers January 2007 - May 2008
Scotia Capital August 2005 - December 2006
Education
Queen's University
Bachelor of Commerce, Finance
Schulich School of Business
MBA
Brookfield Asset Management November 2014 - Present
Red Sky Capital Management Ltd. July 2010 - October 2014
GMP Investment Management May 2008 - June 2010
Lehman Brothers January 2007 - May 2008
Scotia Capital August 2005 - December 2006
Education
Queen's University
Bachelor of Commerce, Finance
Schulich School of Business
MBA
Nicholas Fall's Lehman Brothers Experience July 2008 - September 2008
Job Director at Barclays
Industry Investment Banking
Experience
Barclays March 2015 - Present
Barclays March 2012 - February 2015
Barclays Capital June 2010 - February 2012
Barclays Capital June 2009 - June 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2008 - September 2008
Lehman Brothers April 2007 - June 2008
Lehman Brothers July 2005 - April 2007
Skills
Leveraged Finance, Investment Banking, Corporate Finance, Strategic Planning, M&A experience, LBO, Valuation, Credit Analysis, High Yield, Bonds, Securities, Strategic Advisory, Financial Modeling, Capital Markets
Education
Princeton University 2001 — 2005
Bachelor of Arts (BA), American History (United States)
Barclays March 2015 - Present
Barclays March 2012 - February 2015
Barclays Capital June 2010 - February 2012
Barclays Capital June 2009 - June 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2008 - September 2008
Lehman Brothers April 2007 - June 2008
Lehman Brothers July 2005 - April 2007
Skills
Leveraged Finance, Investment Banking, Corporate Finance, Strategic Planning, M&A experience, LBO, Valuation, Credit Analysis, High Yield, Bonds, Securities, Strategic Advisory, Financial Modeling, Capital Markets
Education
Princeton University 2001 — 2005
Bachelor of Arts (BA), American History (United States)
Michael Schmanske's Lehman Brothers Experience 2004 - 2008
Job Founder and CEO at Glenshaw Capital Management, LLC
Industry Investment Management
Experience
Glenshaw Capital Management, LLC September 2014 - Present
CBOE 2009 - Present
EQ Derivatives April 2014 - Present
Dating Outside the Box October 2014 - Present
QTX Systems January 2015 - Present
Nomura December 2013 - September 2014
Glenshaw Capital May 2012 - December 2013
Barclays Capital 2008 - 2012
Lehman Brothers 2004 - 2008
Susquehanna International Group 1996 - 2002
Skills
Volatility, Options, Equities, Market Making, Hedge Funds, Series 7, Volatility Arbitrage, Equity Derivatives, Trading, Bloomberg, Series 63, Proprietary Trading
Education
Princeton University 1994 — 1996
Master of Science (MS), Mechanical and Aerospace Engineering
MIT 1990 — 1994
BS, Aerospace, Aeronautical and Astronautical Engineering
Glenshaw Capital Management, LLC September 2014 - Present
CBOE 2009 - Present
EQ Derivatives April 2014 - Present
Dating Outside the Box October 2014 - Present
QTX Systems January 2015 - Present
Nomura December 2013 - September 2014
Glenshaw Capital May 2012 - December 2013
Barclays Capital 2008 - 2012
Lehman Brothers 2004 - 2008
Susquehanna International Group 1996 - 2002
Skills
Volatility, Options, Equities, Market Making, Hedge Funds, Series 7, Volatility Arbitrage, Equity Derivatives, Trading, Bloomberg, Series 63, Proprietary Trading
Education
Princeton University 1994 — 1996
Master of Science (MS), Mechanical and Aerospace Engineering
MIT 1990 — 1994
BS, Aerospace, Aeronautical and Astronautical Engineering
Peter Petas's Lehman Brothers Experience September 1988 - July 1997
Job President/COO at CreditSights
Industry Financial Services
Experience
CreditSights November 2000 - Present
Deutsche Bank July 1997 - September 2000
Lehman Brothers September 1988 - July 1997
Education
Princeton University 1984 — 1988
CreditSights November 2000 - Present
Deutsche Bank July 1997 - September 2000
Lehman Brothers September 1988 - July 1997
Education
Princeton University 1984 — 1988
Roben Iller's Lehman Brothers Experience January 2006 - September 2008
Job Sr. Accountant at Robert E. Burke, CPA
Industry Accounting
Experience
Robert E. Burke CPA September 2008 - Present
Lehman Brothers January 2006 - September 2008
AmSouth Bank February 1995 - January 2006
Skills
Financial Reporting, Cash Flow, Internal Controls, Auditing, Accounting, Financial Analysis, Account Reconciliation, General Ledger, Financial Accounting, Finance, Sarbanes-Oxley Act, Income Tax, Internal Audit, CPA, Financial Statements, Cash Management, Fixed Assets, US GAAP, Variance Analysis, Tax, GAAP
Education
University of North Florida 1996 — 1998
Master of Business Administration (M.B.A.)
Presbyterian College 1989 — 1992
Bachelor of Science, Accounting and Business Administration
Robert E. Burke CPA September 2008 - Present
Lehman Brothers January 2006 - September 2008
AmSouth Bank February 1995 - January 2006
Skills
Financial Reporting, Cash Flow, Internal Controls, Auditing, Accounting, Financial Analysis, Account Reconciliation, General Ledger, Financial Accounting, Finance, Sarbanes-Oxley Act, Income Tax, Internal Audit, CPA, Financial Statements, Cash Management, Fixed Assets, US GAAP, Variance Analysis, Tax, GAAP
Education
University of North Florida 1996 — 1998
Master of Business Administration (M.B.A.)
Presbyterian College 1989 — 1992
Bachelor of Science, Accounting and Business Administration
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS