Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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Lehman Brothers Employees
Fort Glen USA March 2015 - Present
United Mortgage Corp. January 2015 - Present
MCS Mortgage Bankers Inc. June 2013 - November 2014
Sterling National Mortgage November 2007 - August 2008
Old Merchants Mortgage Bankers May 2004 - August 2007
Lehman Brothers June 2001 - August 2001
CNCG June 2000 - August 2000
Skills
Finance, Mortgage Lending, Loans, Credit, Mortgage Banking, Investment Banking, Investments, Real Estate Financing, Consumer Lending, Small Business Lending, Hebrew, Underwriting, Residential Mortgages, Loan Origination, Account Reconciliation, Banking, Sales, Credit Analysis, Investment Properties, Reverse Mortgages, Jumbo Mortgage, Mortgage Servicing, Real Estate Development, Real Estate, Economics, Sales Management, Customer Service, Customer Satisfaction, Sales Operations, Direct Sales, Business Development, Mortgage Marketing, Banking Law, Real Estate Economics, Refinance, FHA, Commercial Mortgages, FHA financing, First Time Home Buyers, VA loans, Cross Selling, Financial Services, Relationship Management, Mortgage Underwriting, Financial Analysis, Due Diligence, REO, Referrals, Real Estate Transactions, Investors
Education
Queens College 2009 — 2013
Bachelors of Arts, Economics
Queensborough Community College 2009 — 2010
Associates, Business Administration
Morgan Stanley October 2013 - Present
Morgan Stanley August 2011 - September 2013
Barclays Capital August 2008 - August 2011
Bear Stearns June 2001 - August 2008
Merrill Lynch May 1999 - April 2001
Lehman Brothers July 1997 - March 1999
Skills
SharePoint, SDLC, Software Project..., Access, Windows 7, Java, Software Documentation, SQL, Troubleshooting, Photoshop, MapInfo, Corel, Adobe Creative Suite, Flash, JavaScript, XML, HTML 5, ActionScript, Captivate, Illustrator, Trading Systems, Business Analysis, Equities, Investment Banking, Management, Disaster Recovery, Quality Assurance, Vendor Management, Change Management, Training, Quality Center, Visio, Sybase
Education
Master of Science (M.S.), Information Technology 2011 — 2013
Master of Science (M.S.), Software Development
City University of New York-Queens College 2000 — 2002
Bachelor of Science (B.S.), Computer Science
Saint John's University 1991 — 1995
Bachelor of Science (B.S.), Biology
George W. Wingate 1988 — 1991
HS Diploma with Honors, Mathematics/Biology
Quintess Collection October 2008 - Present
Lehman Brothers January 2008 - October 2008
Industry Model & Talent Studios July 2007 - December 2007
Skills
Hospitality, Event Planning, Organization, Public Relations, Leadership, Corporate Events, Luxury Lifestyle, Luxury Goods, Travel Arrangements, Family Vacations, Customer-facing, Customer Surveys, Customer Satisfaction, Resorts, Social Media Marketing, Tourism, Hospitality Industry, Customer Service, Sales
Education
Ramapo College of New Jersey 2003 — 2007
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
HighTower- The Lerner Group August 2015 - Present
New Vernon Wealth Management October 2012 - August 2015
Morgan Stanley Wealth Management April 2010 - October 2012
RR Public Relations, Inc. December 2003 - March 2010
Lehman Brothers July 1999 - December 2003
Northern Trust January 1998 - July 1999
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, 401k Rollovers, Series 65, Asset Allocation, Series 63, Investment Advisory, Retirement, Mutual Funds, Saving for Education, Strategic Financial..., Investment Strategies, Investments, Financial Planning, Alternative Investments, Hedge Funds, Marketing, Portfolio Management
Education
Loyola University of Chicago - Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), International Business & Marketing
Syracuse University 1986 — 1990
Bachelor of Arts (BA), International Relations and Affairs
Hein & Associates March 2014 - Present
Regis University College for Professional Studies June 2012 - Present
Experis September 2010 - November 2013
Kaiser Permanente July 2008 - February 2009
Lehman Brothers September 2006 - January 2008
Lehman Brothers September 2006 - January 2008
Resources Global Professionals November 2002 - October 2006
StorageTek January 2000 - November 2002
Ernst and Young 1997 - 2000
Arthur Andersen 1995 - 1997
Skills
Risk Management, IT Audit, Sarbanes-Oxley Act, Governance, Internal Audit, Management, Strategy, Auditing, Leadership, Financial Risk, Information Technology, Internal Controls, CISA, SDLC, PMP, Consulting, SOX Compliancy, Enterprise Risk..., Information Securit, Information Security..., Information Security...
Education
Regis University 2007 — 2009
MBA, MBA, Honors Graduate
University of Northern Iowa 1991 — 1995
BA, Management Information Systems
Federal Reserve Bank of New York October 2013 - Present
BNY Mellon August 2013 - October 2013
J.P. Morgan November 2012 - June 2013
Federal Reserve Bank of New York April 2011 - November 2012
CGI February 2011 - April 2011
Citi (formerly Citi Private Equity Services) 2006 - January 2011
JPMorgan Chase February 2003 - February 2006
Prudential Financial February 1999 - April 2002
Lehman Brothers December 1994 - February 1999
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Employee Relations, Recruiting, Talent Management, Human Resources, Employee Benefits, Temporary Placement, Succession Planning, Management, College Recruiting, Internet Recruiting, Employee Engagement, Sourcing, Executive Search, Deferred Compensation, Interviews, Workforce Planning, Technical Recruiting, Taleo, PeopleSoft, HRIS, Performance Management, Personnel Management
Education
Queens College 1973 — 1977
Pearson eCollege May 2008 - Present
Echo Star February 2008 - May 2008
Lehman Brothers May 2006 - February 2008
Skills
Software Quality..., Test Planning, Agile Methodologies, Quality Assurance, Manual Testing, SDLC
Education
Regis University 2001 — 2004
University of Nebraska at Kearney 1996 — 2000
B.S, Computer Information System
Bank of America Merrill Lynch September 2015 - Present
RMC Events August 2010 - Present
EvoShield August 2009 - Present
Genworth Financial October 2011 - September 2015
Merrill Lynch July 2011 - October 2011
Union First Market Bank July 2010 - July 2011
Virginia Asset Management September 2009 - July 2010
AutoQual of Madison, Milwaukee, and Fox Valley November 2007 - September 2009
Lehman Brothers July 2004 - November 2007
Skills
Coaching, Fixed Annuities, Marketing, Process Improvement, Strategic Planning, Time Management, Team Building, Financial Planning, Insurance, Investments, Leadership, Management, Microsoft Office, Public Speaking, Retirement Planning, Sales
Education
Virginia Commonwealth University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Polytechnic Institute and State University 2000 — 2002
Master’s Degree, Education
Radford University 1995 — 2000
Bachelor’s Degree, Education
DimDrop July 2013 - Present
Houston Technology Center April 2014 - Present
Wise Men Solutions December 2011 - January 2014
Macquarie Group November 2010 - December 2011
Academy Sports + Outdoors August 2006 - September 2010
Hewlett-Packard August 2003 - May 2006
Lehman Brothers August 2000 - May 2002
Houston Chronicle April 2000 - August 2000
SAIC August 1999 - April 2000
The University of Texas at Austin December 1997 - August 1998
Skills
Cloud Computing, Integration, E-commerce, Analytics, Business Intelligence, Business Analysis, Software Development, Big Data, Enterprise Architecture, IT Strategy, Mobile Applications, Strategic Sourcing, Solution Architecture, SharePoint, Online Marketing..., Android Development, Google Analytics, Retail, Office 365, Websphere, Augmented Reality, SPSS, iOS development, Perl, Entrepreneurship, Comedian, Infosphere Streams, Conceptual Art, Visual Arts, Business Development, Project Management, Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Master of Business Administration
Rensselaer Polytechnic Institute 1998 — 2003
MFA
The University of Texas at Austin 1993 — 1997
BA
Novation LLC May 2010 - September 2013
HP ES / EDS October 2007 - March 2010
Capital One Auto Finance November 2005 - September 2007
Lehman Brothers 2002 - 2004
GE Heathcare Finance 2002 - 2002
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, PeopleSoft, Process Improvement, Accounting, Risk Management, Business Analysis, Corporate Finance, Strategic Financial..., Budget, Access, Analysis, Variance Analysis, VBA, Budgets, Finance, Hyperion Enterprise, Financial Planning, Management, Strategic Planning, Strategy, Data Analysis, Budgeting, Cross-functional Team..., Consolidation
Education
State University of New York at Buffalo - School of Management 1999 — 2001
MBA, Business
Rani Durgavati Vishwavidyalaya 1995 — 1997
MBA, Finance
Hans Raj Mahajan 1992 — 1995
Bachelor's Degree, Economics
Location3 Media July 2013 - Present
Metropolitan State University of Denver January 2005 - April 2014
Be Present, Inc April 2009 - July 2013
Wachovia July 2007 - December 2008
KeyBank December 2002 - June 2007
Lehman Brothers 2001 - 2002
Granite Companies July 1999 - May 2001
Commercial Federal Bank July 1997 - June 1999
Skills
Financial Analysis, Finance, Managerial Finance, Accounting, Budgets, Strategic Financial..., Cash Management, Credit, Financial Modeling, Banking, Financial Reporting, Analysis, Capital Markets, Cash Flow, Portfolio Management
Education
University of Denver
MAcc, Accounting
Regis University
MBA, Accounting & Finance
Ripon College
Portsmouth Financial Services September 2013 - Present
Lehman Brothers April 1975 - December 1980
Skills
Alternative Investments, Asset Managment, Investments, Portfolio Management, Mutual Funds, Investment Strategies, ETFs, Securities, Asset Allocation, Hedge Funds
Education
Rider University
BS Commerce, Business Administration, Economics
Deutsche Bank July 2008 - Present
UBS Wealth Management March 2007 - July 2008
UBS Financial Services 2007 - 2008
L'Oreal September 2004 - March 2007
Lehman Brothers June 1997 - October 2004
Skills
Administrative Support, PowerPoint, Excel, Word, Calendars, Outlook, Lotus Notes, Telephone Skills, Invoicing, Microsoft Office, Access, Front Office, Data Entry, PeopleSoft, Internet Explorer, Bloomberg, Scheduling, Onboarding, Visio, Coordination, Time Management, Customer Service, Bookkeeping, Conferences, Expenses, Expense Management, Typing, Microsoft Excel, Administrative..., Asset Management, Microsoft Word, Recruiting, Administrative..., Process Scheduler, Human Resources, Travel Arrangements, Management, Corporate Finance
Education
Queensborough Community College 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
August Martin 1980 — 1984
Business Administration, Business
Eden Technologies May 2012 - Present
Sherman Solutions, LLC April 2008 - May 2012
Booz Allen Hamilton November 2011 - February 2012
Credit Suisse October 2008 - November 2011
Morgan Stanley September 1997 - March 2008
Lehman Brothers January 1994 - September 1997
Salomon Brothers June 1992 - December 1993
AT&T Bell Laboratories August 1985 - June 1993
Skills
Security Architecture..., CISSP, Data Security, Internet Security, Unix Administration, Kerberos, PKI, Information Security, Network Security, Requirements..., System Architecture, Unix, Security, Distributed Systems, Enterprise Architecture, Computer Security, Operating Systems, IT Management, IT Strategy, Governance, Disaster Recovery, Integration, System Administration, Business Continuity, Solaris, Information Technology, Vendor Management, Networking, Perl, Infrastructure, Architecture, Linux, Information Security..., Identity Management, Virtualization, Firewalls, Data Center, System Deployment, IT Operations, Architectures
Education
Rensselaer Polytechnic Institute
Ph.D.
Vassar College
MS
Vassar College
AB
UBS August 2014 - Present
UBS July 2012 - August 2014
Nomura December 2008 - July 2012
Lehman Brothers June 2006 - November 2008
Skills
Finance, Accounting, Investment Banking, Analysis, Corporate Finance, Financial Markets, Financial Modeling, Forecasting, Portfolio Management, Financial Analysis, CRM, Private Equity, Business Strategy, Valuation, Investments
Education
Richmond, The American International University in London 2002 — 2005
Business Administration, Finance, International Business
American School of Bombay 2001 — 2002
Credit Suisse May 2012 - Present
AIG January 2010 - March 2012
Z Partners LLC January 2009 - January 2010
Lennox Holdings Limited February 2008 - December 2008
MetLife Investments December 2001 - January 2008
OneBond LLC July 2000 - December 2001
Paine Webber July 1996 - July 2000
BlackRock March 1995 - July 1996
Lehman Brothers 1992 - 1995
Skills
IT Strategy, Risk Management, Vendor Management, Portfolio Management, Fixed Income, Financial Services, Asset Managment, Mergers, Insurance, Business Intelligence, Project Planning, Equities, CIOs, Financial Risk, Capital Markets, Derivatives, Project Portfolio..., Mergers & Acquisitions, Trading, Asset Management, Securities, Investments, Hedge Funds, Leadership, Electronic Trading, Executive Management, Options, Trading Systems, SDLC, Strategy, Financial Markets, Business Analysis, Start-ups, PMO, Alternative Investments, Enterprise Risk..., Management, Banking, Integration, Governance, Private Equity, Consulting, Investment Banking, Wealth Management, Market Data, Mutual Funds, Financial Modeling, Emerging Markets, Information Technology
Education
Rensselaer Polytechnic Institute 1985 — 1989
Citi November 2010 - Present
The Volatility Institute May 2009 - November 2010
Lehman Brothers March 2002 - December 2008
Pyxis Consulting 2000 - 2001
Dolores Group 1999 - 2000
Silicon Access Networks 1998 - 2000
Dataviz 1997 - 1998
Skills
Equities, Fixed Income, Derivatives, Volatility, Java, Chromium, Oracle, SQL, Distributed Systems, Software Project..., Program Management, Android, Investment Banking, Credit Derivatives, Trading Systems, Leadership, SDLC, Quantitative Finance, Interest Rate..., ServiceNow, Google App Engine, Android Development, Twitter Bootstrap, Cryptography, Hedge Funds, Equity Derivatives, IT Operations, Low Latency
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
Rensselaer Polytechnic Institute 1993 — 1997
BS, Electrical and Electronics Engineering
Etsy September 2014 - Present
Shapeways February 2012 - September 2014
Toy Studio September 2009 - February 2012
Agora Games February 2007 - March 2010
Lehman Brothers May 2007 - August 2007
Lehman Brothers May 2006 - August 2006
The HelpDesk LLC 2005 - 2005
Skills
Project Management, Video Games, Game Development, User Interface Design, Community Sites, Product Management, Agile Methodologies, Data Analysis, Mobile Games, Web Development, User Interface, Usability, Game Design, Management
Education
Rensselaer Polytechnic Institute 2005 — 2009
Computer Science
Morgan Stanley August 2013 - Present
Bank of America - TEKSystems December 2011 - August 2013
Consultant February 2011 - January 2012
CGI - Barclays Capital April 2009 - February 2011
Lehman Brothers May 2001 - October 2008
Deutsche Bank May 1999 - May 2001
Bankers Trust Company January 1985 - May 1999
Consortium Communication Inc May 1984 - May 1985
NCR Corporation October 1980 - May 1984
Skills
Asset, Performance Management, Market Data, Vendor Management, Leadership, Business Strategy, Equities, Integration, Project Management, Investment Banking, Change Management, IT Strategy, Operations Management, Data Center, Disaster Recovery, CRM
Education
Devry Technical Institution 1978 — 1980
Communications, Digital Design, Integrated Circuitry
Queensborough Community College
Business
North Carolina Department of Commerce 2005 - Present
FMI 2001 - 2003
Bureau of Economic Analysis 1990 - 2000
Bureau of Labor Statistics 1988 - 1990
Lehman Brothers 1988 - 1988
Skills
Macroeconomics, Qualitative Research, Quantitative Research, Economic Research, Economic Policy, Graphic Design, Publications Production, Data Analysis, Public Speaking
Education
Investment Banking Internships 1987 — 1988
University of Mary Washington 1983 — 1987
Bachelor of Arts (B.A.), Economics
Queens University of Charlotte
Saving Grace Photography December 2006 - Present
TD Ameritrade August 2004 - May 2007
Cowen and Company May 2002 - August 2004
ABN AMRO Bank N.V. March 2001 - January 2002
NDB Capital Markets August 2000 - January 2001
Objective Health Systems, LLC January 2000 - September 2000
Sherwood Capital 1997 - 2000
Smith Barney 1995 - 1997
CSFB 1993 - 1995
Lehman Brothers 1991 - 1993
Skills
Program Management, Technical Documentation, Project Management, Business Analysis, Product Development, Social Media Marketing, Web Project Management, Entrepreneurship, Social Media, Photoshop, Business Strategy, Web Design, Graphic Design, Business Process..., Photo retouching, Commercial Photography, Product Management, Fine Art Photography, Marketing, Start-ups, Management, Customer Service, Microsoft Office, Communication, Data Mining, Technical Writing, Technical Support
Education
Rensselaer Polytechnic Institute 1986 — 1990
BS. Mngt, Management
Tamarac Inc. June 2014 - Present
Bingham, Osborn & Scarborough March 2006 - November 2013
Charles Schwab 2003 - 2004
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Lehman Brothers 1988 - 1993
Skills
Microsoft Dynamics, Microsoft Office, Operations Management, Consulting, CRM, Technical Support, Trading Systems
Education
Regis University 1998 — 2000
Bachelor of Science
HubSpot June 2014 - Present
HubSpot April 2012 - June 2014
Raybeam Solutions, Inc. February 2008 - April 2012
Lehman Brothers May 2007 - August 2007
Rensselaer Polytechnic Institute May 2005 - December 2006
Skills
Software Development, Java, Python, SQL, MySQL, Data Mining, Ruby, Analytics, Web Applications, JavaScript, HTML, Linux, Ruby on Rails, Business Intelligence, Agile Methodologies, C, C++, Federal Aviation..., Software Engineering
Education
Rensselaer Polytechnic Institute 2004 — 2007
BS, Computer & Systems Engineering
Rensselaer Polytechnic Institute 2004 — 2007
Bachelor of Science (B.S.), Computer Engineering
UBS Wealth Management April 2000 - Present
Morgan Stanley Smith Barney July 1993 - April 2000
Lehman Brothers May 1988 - July 1993
Education
Regis College
Kellogg School of Management June 2015 - Present
New Star Metals August 2014 - April 2015
Insight Equity 2011 - June 2014
Lazard 2009 - 2011
Lehman Brothers May 2008 - July 2008
Education
Rice University 2005 — 2009
B.A., Economics, Statistics
METLIFE September 1998 - Present
MetLife 1998 - 2010
Lehman Brothers 1988 - 1998
Shearson/Lehman/Hutton 1985 - 1988
Skills
CICS, IMS DB/DC, Mainframe, DB2, SDLC, Integration, Security, Enterprise Architecture, JCL, IT Strategy, Information Security, COBOL, Disaster Recovery, Unix, Requirements Analysis, Vendor Management, Business Analysis
Education
Instituto Fernando Blanco de Lema 1973 — 1976
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Queens College
BA, COMPUTER SCIENCE
Neuberger Berman April 2006 - Present
DeVry Inc. 2005 - Present
Loyola University Chicago 2005 - Present
CFA Society of Chicago 2008 - June 2011
Lehman Brothers 2006 - 2008
ABN AMRO 2003 - 2005
Chicago Capital 2000 - 2002
The Chicago Trust Company 1990 - 2000
Chicago Title Insurance Company 1981 - 1989
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Equities, Valuation, Fixed Income, Asset Management, Due Diligence, Investment Management, Financial Analysis, Mutual Funds, Investment Advisory, Mergers & Acquisitions, Alternative Investments, Bonds, Investment Strategies, Trading
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1985
MBA, Financial Management
University of St. Thomas 1977 — 1981
BA, Finance, Economics
Lowenstein Sandler LLP September 2007 - Present
Ernst & Young September 1998 - September 2007
Bankers Trust 1994 - 1998
Lehman Brothers 1988 - 1994
Skills
Strategic Planning, Change Management, Cross-functional Team..., Talent Management, Employee Relations, Employee Benefits, Recruiting, Compensation & Benefit, Diversity & Inclusion, Global Compensation, Performance Management, Career Development..., Training, Internal Communications, Business Development, Leadership, HRIS, Personnel Management, Human Resources, Deferred Compensation, Talent Acquisition, Executive Coaching, Succession Planning, Employment Law, Organizational..., HR Policies, Labor Relations, Legal Compliance, Mergers & Acquisitions, Coaching, Onboarding, Executive Pay, Employment Contracts, Employment..., Management, Organizational..., Workforce Planning, Strategy, Program Management, Employee Engagement, Restructuring, Career Development, Organizational Design, Career Counseling, College Recruiting, Mediation, Interviews, Applicant Tracking..., HR Transformation, Benefits Administration
Education
Rider University
BA, Business, Spanish
Universidad Complutense de Madrid
Diploma, Spanish
Media and Newspaper November 2013 - Present
GE NBC UNIVERSAL April 2007 - October 2013
Bank of America June 2006 - March 2007
Credit Suisse July 2005 - June 2006
Lehman Brothers November 2002 - June 2005
ITXC Corporation July 2002 - November 2002
Plateau Systems March 2002 - June 2002
Oracle June 1998 - January 2002
Human Resources of New York City (Data Industries Ltd) January 1996 - May 1998
Zeitech Ltd / Modis Consulting August 1995 - December 1995
Skills
Data Warehousing, High Availability, Team Management, Database Administration, Software Design, Databases, Oracle, SDLC, Disaster Recovery, Unix, ITIL, Security & Compliance -..., Oracle RAC, Oracle PL/SQL..., Key Performance..., Data Modeling, Architecture, Oracle E-Business Suite, Architectures, Performance Tuning, Management, Data Migration, PL/SQL, IT Strategy, Solution Architecture
Education
University of Wales, Cardiff 2011 — 2013
Master of Business Administration (MBA), Management Consultancy
Datamatics Management 1986 — 1987
Post Graduate in Business and Industrial Management, Post Graduate
Ranchi University 1983 — 1986
Bachelor's degree, Commerce
Morgan Stanley Wealth Management February 2014 - Present
One Trac Mine 2001 - Present
Morgan Stanley Smith Barney February 2012 - February 2014
Morgan Stanley January 2011 - September 2011
Goldman Sachs January 2010 - August 2010
Lehman Brothers September 2005 - October 2008
Mutual of America December 2003 - August 2005
Hermes of Paris October 2002 - December 2003
MORGAN STANLEY DEAN WITTER September 1999 - September 2002
Elias Arts 1997 - 1999
Skills
Financial Reporting, General Ledger, Accruals, Variance Analysis, Financial Analysis, Budgeting, Excel, Financial Modeling, PowerPoint, PeopleSoft, Word, Forecasting, Access, Corporate Finance, Reconciliation, Microsoft Office, Process Improvement, Outlook, MIS, Accounting, Expense Control, Monthly Reporting, General Ledger..., Invoice Processing, Budget Reconciliation, Expense Budgeting, Monthly Closing, Forecasting Models, Trend Reporting, Variances, Check Processing, Chargebacks, Activity Based..., IT Financial Management, Account Reconciliation, Microsoft Word, Budgets, Analysis, Microsoft Excel, Management, Expense Management, Equities, Strategy, Vendor Management, Trend Analysis
Education
New School University 2001 — 2003
Audio Engineering Certification
Queens College 1993 — 1996
Acounting
Brooklyn Technical HS 1989 — 1993
Aerospace, Aeronautical and Astronautical/Space Engineering
UBS Investment Bank July 2010 - Present
Barclays Capital October 2008 - July 2010
Lehman Brothers 1999 - 2008
JP Morgan & Co, Inc. May 1997 - May 1999
JP Morgan & Co, Inc. January 1992 - April 1997
Skills
FX Options, Financial Structuring, FX trading, Derivatives, Trading, Fixed Income, Finance, Emerging Markets, Capital Markets, Economics, Financial Markets, Hedge Funds, Investment Banking, Investments, Foreign Exchange, Options, Equities, Structured Products, FX Trading
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance, International Business
Rensselaer Polytechnic Institute
BS, Engineering
ASAP Solutions Group, LLC November 2013 - Present
DIVERSANT January 2012 - October 2013
McCullough Associates 2009 - 2011
DBM 2002 - 2009
Prudential Insurance 1997 - 1999
McCullough Associates 1992 - 1997
Lehman Brothers 1991 - 1992
Branthover Associates 1987 - 1991
Skills
Process Improvement, Cold Calling, Onboarding, Team Building, Strategic Planning, Screening Resumes, Performance Management, Human Resources, Direct Sales, Business Analysis, Business Intelligence, Talent Management, 360 Feedback, Leadership Development, Temporary Placement, Talent Acquisition, Social Networking, Contract Recruitment, Organizational..., Applicant Tracking..., Information Technology, Program Management, Change Management, Product Development, Negotiation, Executive Search, Recruiting, Customer Service, Screening, Account Management, Team Leadership, Leadership, Business Development, Sourcing, Vendor Management, Consulting, Project Management, Coaching, Cross-functional Team..., Benefits Negotiation, Sales, Technical Recruiting, Sales Management, Management, Internet Recruiting, Management Consulting, CRM, Marketing, Sales Process, Marketing Strategy
Education
Rider University 1982 — 1986
BA, Industrial and Organizational Psychology
J.P. Morgan November 2014 - Present
RPI Lally School of Management July 2014 - Present
Barclays Capital September 2008 - October 2014
Lehman Brothers September 2007 - September 2008
HSBC April 2005 - September 2007
Bear Stearns February 2003 - April 2005
Deutsche Bank November 2000 - February 2002
MLIS Inc. January 1997 - November 2000
Lehman Brothers July 1995 - January 1997
Goldman Sachs/J. Aron July 1994 - July 1995
Skills
Data Mining, Complex Event Processing, Strategic Leadership, Data Analysis, Software Project..., Technical Architecture, Photography, Business Strategy, Business Plan..., Big Data, Business Intelligence, Business Intelligence..., Event Processing, Data Virtualization, Tibco Spotfire, Business Planning, Derivatives, Trading Systems, Fixed Income, Data Warehousing, Capital Markets, Bonds, Risk Management, Spotfire, Credit Derivatives, FX trading, IT Strategy, Sybase, Prime Brokerage, Software Development, Market Data, Strategy, CDS, Emerging Markets, Equity Trading, Management, Interest Rate..., Electronic Trading
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, CSE and Math
Great-West Financial April 2015 - Present
Nationstar Mortgage January 2013 - March 2015
Aurora Bank FSB September 2008 - January 2013
Lehman Brothers November 2003 - September 2008
Merrill Lynch 1988 - 2003
Skills
CBCP, CISSP, GISP, Disaster Recovery, Business Continuity, Risk Management, Incident Management, Risk Assessment, Risk Mitigation, Crisis Management, Security, Contingency Planning, Security Management, Project Planning, Physical Security, Leadership, ITIL, Team Leadership, IT Audit, Information Security..., Business Process..., Information Technology, Information Security, IT Strategy, Operational Risk..., Process Improvement, Network Security, Enterprise Risk..., Business Continuity..., Change Management, Vendor Management, SDLC, IT Management, Program Management
Education
Regis University 2000 — 2004
Bachelor of Science, Business Administration and International Business
U.S. Bank November 2013 - Present
Credit Suisse First Boston 1999 - November 2013
CSFB 1999 - November 2013
Credit Suisse, New York 1999 - November 2013
Credit Suisse Group 1999 - November 2013
Credit Suisse 1999 - November 2013
Bankers Trust 1986 - 1999
Bankers Trust (now Deutschebank) 1986 - 1999
Deutsche Bank / Bankers Trust (New York) 1986 - 1999
Lehman Brothers 1981 - 1984
Skills
Investment Banking, Prime Brokerage, Middle Office, Trading Systems, Fixed Income, Equities, Derivatives, Investment Management, Credit Derivatives, Project Portfolio..., Capital Markets
Education
Queens College 1974 — 1978
NBC UNIVERSAL April 2007 - Present
Bank of America Securities, New York June 2006 - March 2007
Credit Suisse First Boston, New York July 2005 - June 2006
Lehman Brothers November 2002 - June 2005
ITXC Corporation, New Jersey August 2002 - November 2002
Plateau Systems, Arlington, VA March 2002 - June 2002
Oracle Consulting June 1998 - January 2002
Data Industries Ltd., New York January 1996 - May 1998
Zeitech Inc / Modis August 1995 - December 1995
Reuters Pte, Singapore February 1995 - July 1995
Skills
Database Administration, Data Warehousing, Databases, SDLC, Oracle, Unix, Disaster Recovery, Data Modeling, High Availability, Enterprise Software, Performance Tuning, Data Migration
Education
Ranchi University
Metolius Capital, LLC January 2010 - Present
Newedge Group June 2005 - January 2010
Lehman Brothers 2000 - 2005
FIMAT USA LLC 1996 - 2000
Lind Waldock and Company 1988 - 1996
United Capital Corporation 1987 - 1988
Skills
Global Macro, Managed Futures, Trading Systems, Alternative Investments
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1991
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Science
Mercedes-Benz USA June 2013 - Present
Mercedes Benz USA June 2008 - June 2013
Mercedes Benz USA April 2003 - June 2008
Lehman Brothers December 2000 - December 2002
Skills
Project Management, Budgets, Financial Analysis, P&L Management, Real Estate, Team Leadership, Procurement, Finance, Process Improvement, Operations Management, Accounting, Team Building, Project Planning, Management, Negotiation, Analysis, Sales, Facilities Management
Education
Ramapo College of New Jersey
Bachelor of Arts (B.A.), Communication and Media Studies
Baron Capital February 2008 - Present
Lehman Brothers November 2003 - January 2008
Neuberger Berman May 1993 - November 2003
Skills
Asset Managment, Strategic Planning, Leadership, Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, IT Strategy, IT Management, Mutual Funds, Wealth Management, Vendor Management, Disaster Recovery, Equity Research, Investment Advisory, PMO, Business Strategy, Trading Systems, Investment Management, Management, Integration, Reference Data, Quantitative Finance, Quantitative Analytics, Private Equity, Mergers, Mergers, Investment Banking, IT Outsourcing, Fixed Income, Financial Services, Equities, Due Diligence, Asset Management
Education
Queens College 1975 — 1979
MS, Mathematics
New York Stock Exchange August 2013 - December 2014
Old Rhinebeck Aerodrome July 2008 - October 2014
KFS ENTERPRISES June 1995 - August 2013
Barclays Capital October 2010 - August 2011
Lehman Brothers June 2007 - April 2009
Thomson Financial March 2007 - May 2007
Bank of America January 1997 - April 2006
First Investors September 1994 - February 1995
Skills
SLA, Unix, Systems Analysis, Data Center, ITIL, Market Data, Troubleshooting, Red Hat Linux, HPService Center, Finance, Databases, Perl, Trading Systems, Technical Support, Disaster Recovery, Staff Training, Tidal Enterprise..., SQL, Operating Systems, Windows, Customer Service, Java, HP Openview, Weblogic, Information Technology, Publishing, Sybase, SharePoint, Autosys, Hardware, HP-UX, Websphere, Servers, MS-DOS, Computer Operations, Technical Writing, PVCS, SunOS, Database Tools, BMC Remedy, Help Desk Management, Low-latency systems, Applications Support, HP OmniBack, Program Management, Website Administration, DBArtisan, HP9000
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1988 — 1993
Bachelor's degree, Management, Finance
Rhinebeck Central School 1983 — 1988
Regents with Honors
Fitch Solutions August 2008 - Present
Reuters November 2007 - May 2008
Lehman Brothers September 2006 - October 2007
Bloomberg March 2000 - August 2006
Skills
Equities, Bloomberg, Fixed Income, Market Data, Portfolio Management, Electronic Trading, Financial Markets, Bonds, Trading Systems, Securities, Bloomberg Terminal
Education
Ramapo College of New Jersey 1995 — 1999
B.A, Psychology
Ramapo College of New Jersey
CH2M HILL March 2012 - Present
Alpine Access September 2010 - March 2012
Virtuecom July 2010 - August 2010
Lehman Brothers February 2007 - June 2010
Aurora Loan Services February 2007 - June 2010
Lehman Bros 2007 - June 2010
Lehman Brothers Bank FSB 2007 - June 2010
Emergency Medical Services Corporation February 2006 - March 2007
American Medical Response February 2006 - March 2007
EMSC February 2005 - February 2007
Skills
VMware, Servers, Netbackup, Networking, NAS, EMC Storage, TSM, WiFi, Disk Arrays, VMware ESX, Active Directory, Citrix, Data Center, SAN, Storage, vSphere, Disaster Recovery, Windows, Cisco Technologies, High Availability, TCP/IP, Windows Server, IT Management, Troubleshooting, Virtualization, Hardware, Xen, System Deployment, DNS, VMware vSphere, Citrix Metaframe, Solution Architecture, Information Technology, System Administration, NetBackup, HP
Education
Regis University 2000 — 2003
BS, CIS/Networking
columbine 1984 — 1987
Diploma, General
Saint Mary's Elementary!!!!
Bank of America Merrill Lynch March 2000 - Present
Bank of America Merrill Lynch July 2013 - July 2014
Bank of America Merrill Lynch November 2010 - June 2013
Lehman Brothers February 1998 - February 2000
Skills
PMP, Six Sigma, Trading Systems, Equities, Fixed Income, Electronic Trading, Capital Markets, Investment Banking, Market Data, SDLC, Portfolio Management, PMO set-up
Education
Rider University 2008 — 2012
BSBA, Business Management and Leadership
Bank of the West December 2014 - Present
BBVA Compass July 2013 - November 2014
Bank of the West March 2011 - July 2013
Verdure Technologies 2006 - January 2012
Stapleton Ventures Corporation August 2008 - March 2011
Commercial Lending Corporation August 2008 - March 2011
CIMA Energy LTD January 2010 - August 2010
Community South Bank April 2008 - August 2008
Lehman Brothers 2006 - 2008
US Bank 1999 - 2005
Skills
Refinance, Purchase, Investors, Small Business Lending, Commercial Lending, Real Estate, Loans, Commercial Real Estate, Investment Properties, Commercial Banking, Investments, SBA, Commercial Mortgages, Mortgage Banking, Banking, Credit Analysis, Credit, Mortgage Lending, Loan Origination, Finance, Underwriting, Real Estate Development, Business Development, Real Estate Economics, Asset Based Lending, Corporate Finance, Lines Of Credit, Real Estate Transactions
Education
Regis University 1999 — 2002
M.B.A., Business Administration and Management, General
University of Colorado Boulder 1991 — 1997
Bachelor of Science Business Administration, Finance
Neuberger Berman January 2012 - Present
Neuberger Berman October 2008 - January 2012
Lehman Brothers 2007 - September 2008
Lehman Bros March 2006 - December 2007
JPMorganChase 2003 - 2005
Deutsche Bank 1999 - 2004
Bankers Trust / Deutsche Bank February 2002 - December 2003
Chemical bank 1993 - 1998
Skills
ITIL, SQL, IT Service Management, Change Management, Risk Management, IT Management, Budgeting, Active Directory, Windows, Customer Relations, Disaster Recovery, Customer Service, Vendor Management, SDLC, Management, Servers, Budgets, Business Analysis, Business Intelligence, Business Process..., CRM, Cloud Computing, Data Center, Databases, Enterprise Architecture, Governance, IT Operations, IT Strategy, Incident Management, Information Technology, Infrastructure, Integration, Leadership, Market Data, Outsourcing, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Security, SharePoint, Software Documentation, Software Project..., Solution Architecture, Sybase, System Administration
Education
Gordon University 2003 — 2006
Bachelor of Science, Information Technology
Queensborough Community College 1989 — 1994
Queensborough Community College 1986 — 1989
Business / General Academic
Francis Lewis High School 1982 — 1985
HS Diploma, General Academics/Business
UNIS 1978 — 1982
Learning Tree
Katz Group Properties November 2003 - Present
M & T Bank 1998 - 2003
Paine Webber 1996 - 1998
Lehman Brothers 1994 - 1996
Refco 1991 - 1994
Deloitte & Touche 1989 - 1991
Education
Queens College 1984 — 1989
BA, Accounting & Computer Science
YUHS for Boys / MTA / TMSTA 1980 — 1984
Yeshiva Dov Revel 1974 — 1980
Yeshiva Tiferes Moshe 1971 — 1974
Bank of America November 2011 - Present
DTCC March 2010 - November 2011
Barclays Capital August 2009 - March 2010
Lehman Brothers / Barclays Capital March 2008 - November 2008
Lehman Brothers August 2007 - March 2008
Lehman Brothers December 2005 - August 2007
Lehman Brothers July 2004 - December 2005
Lehman Brothers April 1999 - July 2004
Lehman Brothers July 1998 - April 1999
Queens College February 1996 - July 1998
Skills
Sybase, Unix, Trading Systems, Market Data, Fixed Income, j2ee, Flex, JBoss Application Server, RESTful WebServices, Solr, Informatica, CMDB, Microsoft SQL Server, Databases, Business Analysis, Derivatives, JavaScript, Java Enterprise Edition, Enterprise Architecture
Education
Queens College 1993 — 1997
BS, Computer Science
Catalyst Lending, Inc. January 2013 - Present
Specialized Loan Servicing August 2008 - January 2013
Aurora Loan Services a Lehman Brothers Company 2004 - 2008
Aurora Loan Services 2003 - 2008
Aurora Loan Services 2003 - 2008
Lehman Brothers 2003 - 2008
Aurora Loan Services-Lehman Brothers 2003 - 2008
Skills
Mortgage Lending, Customer Satisfaction, Sales, Leadership, Credit, Banking, Call Centers, Customer Service, Process Improvement, Mortgage Banking, Team Building, Insurance, Loans, Finance, Training, Strategic Planning, Mortgage Servicing, Management, Coaching, Account Management, Negotiation, Residential Mortgages
Education
Red Rocks Community College 1985 — 1986
Red Rocks Community College 1985 — 1986
Associate's Degree, General
Security USA, Inc. November 2014 - Present
Consulting Associates November 2001 - July 2014
JP Morgan Chase / Hambrecht & Quist 1995 - 2001
Lehman Brothers 1990 - 1995
L.F.Rothschild Unterberg Towbin 1977 - 1986
Skills
Investment Strategies, Alternative Investments, Series 7, Asset Allocation, Management, Time Management, Financial Markets, Trading Systems, Electronic Trading, Hedge Funds, Strategic Financial..., New Business Development, Capital Markets, Investment Banking, Equity Trading, Financial Modeling, FX Options, Finance, Financial Services, Equities, Leadership, Valuation, Risk Management, Fixed Income, Series 63, Investments, Securities, Leadership Development, Equity Research, Emerging Markets, Sales, Venture Capital, Entrepreneurship, Mergers, Investment Advisory, Budgets, Portfolio Management, Trading, Asset Management, Investment Management, Bonds, Due Diligence, Corporate Finance, Wealth Management, Forecasting, Start-ups, Derivatives, Vendor Management, Mutual Funds, Corporate Development
Education
Queens College , City Universirty of New York 1970 — 1974
Bachelor's degree
MassMutual August 2007 - Present
Lehman Brothers March 2007 - August 2007
Capital Crossing Bank November 2004 - March 2007
RJM Aviation March 2004 - November 2004
Key Air February 2002 - March 2004
US Airways April 1999 - March 2002
Phoenix Air Group April 1994 - April 1999
US Navy September 1985 - July 1994
Skills
Aviation, Type Rating, Charter, Aircraft, Flights, Weapons, Military, Airports, Airlines, Electronic Warfare, Navy
Education
University of Massachusetts Boston 1981 — 1983
Quinsigamond Community College 1976 — 1978
MetTel January 2014 - Present
Tangoe December 2008 - January 2014
Bear Stearns July 2005 - December 2008
Prime Hospitality August 1998 - July 2005
Prudential Financial April 1996 - August 1998
Lehman Brothers June 1992 - April 1996
NUS Consulting Group June 1990 - June 1992
IBEW September 1984 - September 1986
Skills
Vendor Management, Integration, Cross-functional Team..., Telecommunications, CRM, Management, Project Management, Leadership, Wireless, Analysis, Project Planning, Troubleshooting, Training, Software Development, Networking, Mobile Devices
Education
Ramapo College of NJ 1986 — 1990
Bachelor of Business Administration (B.B.A.), Business/Marketing, 3.45
Paramus High School 1980 — 1984
Morgan Stanley March 2013 - Present
Barclays Capital November 2010 - March 2013
K Capital Markets March 2008 - May 2010
Lehman Brothers May 2005 - February 2008
Skills
Alternative Investments, Asset Management, Capital Markets, Bloomberg, Bonds, Equities, Equity Derivatives, Finance, Investments, Hedge Funds, Financial Services, Portfolio Management, Options, Middle Office, Fixed Income, Series 63, Securities, Sales, Trading, Series 7
Education
Quinnipiac University 2002 — 2006
Bachelors, Finance, Economics
Progress Capital Advisors, LLC February 2013 - Present
Lexington Advisors January 2010 - Present
Neuberger Berman August 2008 - February 2013
Lehman Brothers July 2006 - August 2008
Bear Stearns June 2005 - August 2005
Skills
Analysis, Business Development, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Investments, Trading, Asset Allocation, Loans, Banking, Mutual Funds
Education
Rider University 2002 — 2006
Bachelor of Science in Business/Finance, Finance
Free Ventures January 2014 - Present
Mounza Inc April 2012 - Present
StartX. December 2012 - December 2013
Schneider Electric April 2011 - November 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2008 - September 2008
Mooreland Partners January 2008 - June 2008
Skills
Product Management, Private Equity, Management, Business Development, Financial Modeling, Valuation, Entrepreneurship, Start-ups, Strategy, Mobile Applications, Recruiting, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Analytics, Competitive Analysis, Corporate Development, Business Strategy
Education
Rensselaer Polytechnic Institute 2003 — 2007
BS
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2003 — 2007
BS
The Harker School 1999 — 2003
HS
EMC April 2013 - Present
Morgan Stanley June 2010 - April 2013
Weeden & Co. February 2009 - May 2010
Lehman Brothers April 2004 - November 2008
Prudential Financial January 2000 - March 2004
Skills
Disaster Recovery, Trading Systems, Market Data, Data Center, Enterprise Architecture, Vendor Management, Active Directory, Citrix, Business Continuity, IT Strategy, Infrastructure, IT Management, Windows Server, IT Operations, ITIL, Unix, High Availability
Education
Quinnipiac University 1995 — 1999
BS
Federal Reserve Bank of New York November 2008 - Present
Lehman Brothers August 2005 - September 2008
Morgan Stanley 1999 - 2005
Merrill Lynch 1994 - 1999
JP Morgan Chase (Chemical Banking Corporation) 1989 - 1994
Skills
Talent Development, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Career Development, Change Management, Coaching, Leadership, Leadership Development, Organizational..., Performance Management
Education
The New School 1987 — 1989
MA, Human Resource Management and Development
Rhode Island College 1974 — 1979
BA, Speech/Theater
SHOP.COM January 2014 - Present
Barclays November 2012 - January 2014
Barclays June 2011 - November 2012
Barclays July 2010 - June 2011
Barclays July 2009 - June 2010
Queens College December 2006 - December 2008
Lehman Brothers May 2008 - August 2008
Merrill Lynch February 2008 - May 2008
GSK July 2007 - December 2007
Skills
Business Networking, Recruiting, Team Leadership, Project Planning, Social Media, Swaps, Derivatives, Equity Derivatives, Billing Process, Banking, One-to-one Marketing, Social Networking, Customer Service, Leadership, Online Advertising, Organization &..., Social Shopping, Fundraising, Team Building, Project Management, Training, Health Education, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Leadership Development, Dance, Makeup Artistry, Beauty Industry, Investment Banking, English, FX Options, options, Options
Education
Queens College 2004 — 2008
Bachelors of Arts, Economics & Minor in Business & Liberal Arts
Citigroup October 2009 - Present
Barclays Capital September 2008 - October 2009
Lehman Brothers October 2006 - September 2008
Castor Pollux Securities April 2005 - September 2006
Rensselaer Polytechnic Institute September 2001 - December 2004
Skills
Derivatives, Monte Carlo Simulation, Quantitative Analytics, Fixed Income, Quantitative Finance, Options, Capital Markets, VBA, Credit Derivatives, Electronic Trading, Investment Banking, Trading Systems, Market Risk, FX Options, Bloomberg, Financial Risk, Risk Management, Structured Products, Equity Derivatives, Equities, Financial Modeling, Hedge Funds, Portfolio Management, Trading, Credit Risk, Interest Rate..., Statistics, Swaps
Education
Rensselaer Polytechnic Institute 2001 — 2004
Ph.D.
Shanghai Jiao Tong University 1998 — 2001
M.S.
Shanghai Jiao Tong University 1994 — 1998
B.S.
Kunshan High School 1991 — 1994
Barclays Capital 2008 - 2011
Lehman Brothers 2008 - 2008
Algin Management Co., LLC 2006 - 2008
Skills
Fluent in Italian and..., Account Reconciliation
Education
Queens College,City University of New York 2003 — 2008
BA in Economics, Economics
Queens College
Bachelor of Arts in Economics, Economics
EDF Energy Services July 2006 - Present
Lehman Brothers July 2006 - September 2008
Reliant Energy February 2003 - July 2006
Mpower 2006 - 2006
Dynegy July 2000 - February 2003
ExxonMobil 1996 - 2000
Skills
Natural Gas, Commodity Markets, Energy Markets, Gas, Project Finance, Power Generation, Commodity Risk..., Energy Industry, Hedging, Electricity Markets, Trading, Energy, Energy Policy, Energy Management, Commodity, Renewable Energy, Power Trading, Wind, Smart Grid
Education
University of Houston-Clear Lake 1997 — 2000
MBA
Rensselaer Polytechnic Institute 1992 — 1996
Bachelor of Engineering (BE)
Computershare March 2015 - Present
Capco June 2014 - February 2015
GENPACT September 2012 - May 2014
GE Capital 2012 - 2013
GE Capital 2012 - 2013
PricewaterhouseCoopers (PwC) August 2010 - February 2012
KPMG May 2007 - July 2010
Citco Fund Services 2006 - 2007
Lehman Brothers 2004 - 2005
Thomson Reuters March 2003 - November 2004
Skills
Fixed Income, Financial Analysis, Banking, Finance, FX Options, Mergers & Acquisitions, Account Reconciliation, Internal Controls, Credit, Operational Risk, Analysis, AML, Financial Modeling, Risk Management, Financial Services, Financial Risk, Strategy
Education
City University of New York-Queens College 2011 — 2012
MS, Financial Risk Management
Queens College
BA, Economics
St Patrick's High School
St Patrick's High School
Spectrum Gaming Capital February 2013 - Present
UBS Investment Bank October 2010 - January 2013
Heller Gaming & Leisure October 2002 - October 2010
Bahamar Development Co. 2004 - 2006
Lehman Brothers March 1997 - October 2002
Bear Stearns March 1995 - March 1997
Salomon Brothers December 1979 - March 1995
Price Waterhouse& Co. September 1976 - December 1979
Skills
Valuation, Corporate Finance, Investment Banking, Finance, Capital Markets, Private Equity, Capital Raising, Equities, Strategy, Restructuring, M&A experience, Investor Relations, Debt Restructuring, Venture Capital, Mergers & Acquisitions, Joint Ventures, Asset Management, Due Diligence, Management, Investments, Structured Finance, Financial Modeling, Fixed Income, LBO, Leveraged Finance, Private Placements, Emerging Markets, Corporate Development, Alternative Investments, Financial Structuring, Hedge Funds
Education
Queens College 1972 — 1976
BA, Accounting
Stuyvesant HS 1968 — 1972
Infosys April 2012 - Present
Citi June 2009 - April 2012
Lehman Brothers April 2008 - October 2008
UBS Investment Bank June 2007 - June 2008
Skills
Data Warehousing, PL/SQL, Oracle, Business Intelligence, Requirements Analysis, ETL, SDLC, Microsoft SQL Server, SQL, Informatica, Solution Architecture, Business Objects, Data Modeling, Software Project..., Business Analysis, Requirements Gathering, Unix, SSIS, SSRS, IT Strategy, DB2, Microstrategy, Database Design, Business Requirements, Unix Shell Scripting, Agile Project Management, User Acceptance Testing, Databases, Visio, Agile Methodologies, SharePoint, Data Quality, Performance Tuning, Business Process, T-SQL, Business Process Design, Java Enterprise Edition, Data Marts, Dimensional Modeling, Data Integration, Data Migration, Enterprise Architecture, QlikView, Software Development
Education
Queens College
Bachelor of Applied Science (BASc), Computer Science
Blackboard January 2012 - September 2013
Edline January 2011 - December 2011
SchoolFusion July 2010 - December 2010
SchoolFusion May 2009 - June 2010
Grant/Downing Education February 2008 - April 2009
Lehman Brothers June 2006 - November 2007
Regis University April 2005 - April 2006
Skills
Trade Shows, Marketing, Copywriting, Email Marketing, Marketing Communications, Management, Coaching, Social Media, Public Speaking, Training, Budgets, Public Relations, Sales, Social Media Marketing, Negotiation, Editing
Education
Regis University 2000 — 2004
BA, Communication, Spanish
Lagoda Investment Management, LP November 2014 - Present
Barclays November 2013 - November 2014
Advisors Capital Management July 2011 - October 2013
FRM March 2004 - April 2009
Paloma Partners March 2003 - February 2004
Lehman Brothers April 2000 - August 2002
Skills
Alternative Investments, Excel, Bloomberg,..., Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Financial Analysis, Equities, Risk Management, Fund Of Funds, Investments, Investment Strategies, Banking, Derivatives, Investment Management, Private Equity, Mutual Funds
Education
Quinnipiac University 1997 — 1999
Master of Business Administration (MBA), International Finance, 3.5
Southern Connecticut State University 1989 — 1993
BS, Education
Lehman Brothers June 2008 - August 2008
Rider University Office of Admissions September 2006 - May 2008
Deloitte January 2008 - March 2008
Education
Rider University 2005 — 2009
Deutsche Bank August 2011 - Present
Deutsche Bank July 2008 - August 2011
Sumaira Holdings, LLC October 2003 - July 2008
Lehman Brothers July 2003 - October 2003
Credit Agricole June 2002 - June 2003
Lehman Brothers September 2001 - March 2002
Bear Stearn & Co March 2001 - September 2001
Deutsche Bank December 1998 - March 2001
J.P. Morgan October 1998 - December 1998
Goldman Sachs April 1998 - October 1998
Skills
Fixed Income, Investment Banking, Derivatives, Middle Office, Equities, Credit Derivatives, Capital Markets, Business Analysis, Software Project..., Interest Rate..., Banking, Requirements Analysis, Risk Management, Vendor Management, Bloomberg, Financial Markets, Project Management, Project Delivery, Business Process..., Change Management, Data Analysis, Business Relationship..., MS Project, Visio, DTCC, Analysis, Process Improvement
Education
Bernard Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Economics
Queensborough Community College
Associate of Arts and Sciences (AAS), Computer Science and Economics
Mizuho Securities USA Inc. October 2014 - Present
Nomura Securities October 2011 - October 2014
Barclays Capital September 2008 - October 2011
Lehman Brothers January 2007 - September 2008
JPMorgan Chase July 2006 - December 2006
Skills
Credit Derivatives, SDLC, Sybase, Fixed Income, Risk Management, Software Development, Electronic Trading, Investment Banking, Equities, Databases, Requirements Gathering, Trading Systems, Business Process, Incident Management, Commodity, Credit, Management, Derivatives, Emerging Markets, Analysis, Market Data, VBA, Project Management, Collateral Management
Education
Stevens Institute of Technology 2005 — 2007
Masters, Information Systems
City University of New York-Queens College 2001 — 2005
Bachelors, Computer Science
The Riverside Company July 2015 - Present
York Capital Management LP April 2015 - May 2015
Tilden Park Capital Management LP November 2014 - March 2015
Tipping Point Parners LLC August 2014 - February 2015
Wolfensohn & Co. January 2009 - May 2013
Lehman Brothers September 2005 - December 2008
Bear Stearns September 2003 - August 2005
UBS May 2001 - August 2003
Deloitte January 1999 - April 2001
Skills
Financial Analysis, Valuation, Fixed Income, Equities, Financial Modeling, Bloomberg, Due Diligence, Derivatives, Capital Markets
Education
Queens College
BA
Madison Square Garden Company April 2011 - July 2014
Sirius XM Radio Inc. October 2010 - March 2011
Barclays Capital September 2008 - April 2009
Lehman Brothers April 2007 - September 2008
JPMorgan Chase 1994 - 2007
ORC Worldwide 1991 - 1994
Skills
Executive Compensation, Compensation, Executive Pay, Equities
Education
City University of New York-Queens College
Bachelor of Arts (BA)
Hillcrest High School
Fidelity Investments April 2009 - Present
Credit Suisse July 2008 - March 2009
Lehman Brothers March 2007 - July 2008
Cantor Fitzgerald March 2005 - January 2007
TIAA-CREF May 2001 - 2004
Ernst & Young May 1999 - May 2001
Skills
Fixed Income, Trading Systems, Prime Brokerage, Brokerage, Equities, Business Analysis, Analysis, Trading, ABS, Bonds, FX Options, FX Spot, FX Swaps, Options, Quality Assurance, Use Case Analysis, User Acceptance Testing, Investment Banking, Capital Markets, Electronic Trading
Education
Rensselaer Polytechnic Institute 1995 — 1999
BA, Management Technology MIS
Revionics October 2013 - Present
SmithCo Investments/e3 Foundation March 2012 - November 2013
BancVue June 2010 - March 2012
Kershner Trading Group February 2003 - May 2010
Objective Consulting Inc. March 1999 - February 2003
Enron Capital And Trade November 1995 - March 1998
Lehman Brothers March 1993 - November 1995
Auletek 1992 - 1993
Skills
Enterprise Architecture, Software Design, Agile Methodologies, Software Development, SOA, SDLC, Integration, Scalability, .NET, Software Engineering, Software Project..., Big Data, Microsoft SQL Server, SaaS, IT Strategy, Enterprise Software, Business Analysis, Cloud Computing, Financial Services, MongoDB, CodeIgniter, PHP, Javascript, Node.js, Rackspace Cloud, Distributed Databases, PostgreSQL, Security, Scrum, Hadoop, Apache Spark
Education
Rensselaer Polytechnic Institute 1988 — 1992
Bachelor of Science, Aeronautical Engineering
One William Street Capital February 2008 - Present
Lehman Brothers September 2003 - January 2008
Skills
Financial Analysis, Asset Managment, Financial Modeling, Fixed Income, Trading, Portfolio Management, Investments, Bloomberg, Due Diligence, Asset Management, Loans, Hedge Funds, Valuation, Structured Finance, Private Equity, Securities
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science (BS), IT - Finance
Eden Arc Capital Management January 2011 - Present
Citigroup Markets & Banking July 2007 - September 2008
Lehman Brothers July 1996 - June 2007
Weisser, Johnson & Co August 1993 - July 1996
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
Rice University 1985 — 1989
Hana Financial, Inc. January 2013 - Present
Lehman Brothers April 2005 - September 2009
Education
Ramapo College of New Jersey 2000 — 2004
Peridiem Global Investors, LLC January 2011 - Present
Nuveen Asset Management August 2004 - April 2011
Banc of Amercia Capital Asset Management June 1997 - April 2004
Lazard Freres 1995 - 1997
Lehman Brothers 1990 - 1995
PaineWebber 1988 - 1990
Skills
Portfolio Management
Education
UCLA Anderson School of Management 2000 — 2003
MBA, Finance
Rensselaer Polytechnic Institute 1984 — 1988
S&P Capital IQ May 2012 - Present
Barclays Capital June 2010 - March 2012
Max Capital Group September 2009 - June 2010
ContextWeb, Inc. 2008 - December 2009
Lehman Brothers 2006 - 2008
Mitsui Sumitomo Insurance Group 2003 - 2006
GoCollect.com 1999 - 2000
Skills
SQL, Microsoft SQL Server, Sybase, Data Warehousing, Data Warehouse..., ETL, SSIS, Waterfall, Agile Methodologies, Master Data Management, Data Management, Data Modeling, Databases, SSRS, SDLC, Performance Tuning, Database Design
Education
University of Denver - Daniels College of Business 1987 — 1990
Bachelor of Science (B.S.), Business Administration, Management and Operations
Raritan Valley Community College 1985 — 1987
Associate's degree, Accounting and Finance
Morgan Stanley July 1999 - Present
Lehman Brothers September 1996 - July 1999
Education
Queens College 1990 — 1994
Hebrew Academy of Five Towns and Rockaway 1986 — 1990
HS
RBC Capital Markets May 2011 - Present
Nomura Securities June 2009 - May 2011
Barclays Capital 2008 - 2009
Lehman Brothers April 2005 - 2008
US Army 2004 - 2005
Computer Associates 2002 - 2003
Lucent Technologies July 1999 - August 2002
Skills
Sybase, Electronic Trading, Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Capital Markets, Low Latency, JMS, Multithreading, SQL, Solaris, Unix, Interest Rate..., Market Data, Trading, Options
Education
Rensselaer Polytechnic Institute 1996 — 1999
NC State University June 2012 - Present
Merrill Lynch June 2007 - July 2010
Lehman Brothers 2006 - 2007
Morgan Stanley 2000 - 2006
Microsoft Corporation 1999 - 1999
Skills
Fixed Income, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Equities, Electronic Trading, Business Analysis, Capital Markets, Agile Methodologies, FX Options, Equity Swaps, C++, Options, Structured Products, Risk Management, C#, Equity Derivatives, SQL, Interest Rate..., Hedge Funds, VBA, Credit Derivatives, Java, Swaps, Middle Office, Sybase, Market Data
Education
NC State 2012 — 2015
Master's degree, Computer Science, 4.0
Rensselaer Polytechnic Institute 1997 — 2000
Bachelor's degree, Dual Major in Computer Science and Mathematics
Nanepashemet Project Management, Inc. 2014 - Present
Nexlink Global Services Inc. a Unitek Global Services Company f/k/a BCI Communications, Inc. 2012 - 2014
Tower Resource Management 2008 - 2011
Lehman Brothers 2007 - 2008
First National Bank of Arizona 2006 - 2007
Prime Mortgage Group 2004 - 2006
Cendant Mobility 2002 - 2004
Allied Domecq Spirits and Wines 2000 - 2001
Designs by Stephanie 1991 - 1998
Skills
Calyx Point, Encompass, Peach Tree Accounting, Sales Force, Business Development, Account Management, Real Estate, Contract Negotiation, CRM, Vendor Management, Cold Calling, Marketing, Strategic Planning, Financial Analysis, Mortgage Lending, Budgets, New Business Development, Team Building, Sales Process, B2B, Program Management, Negotiation, Talent Acquisition, Project Management, Site Acquisition, Telecommunications, Wireless, Sales, Real Estate Financing, Wholesale Banking, Wholesale Lending, Sales Management, Wireless Leasing, Zoning Consultant, Zoning, Forecasting, Project Planning, Recruiting
Education
Quinnipiac University 1998 — 2002
Bachelors, International Business
Pratt & Whitney February 2014 - Present
Pratt & Whitney January 2007 - Present
Pratt & Whitney October 2011 - February 2014
Pratt & Whitney August 2010 - October 2011
Pratt & Whitney January 2007 - August 2010
Pratt & Whitney February 2005 - June 2007
Lehman Brothers September 2004 - December 2004
Plug Power May 2003 - August 2003
Skills
Manufacturing, Lean Manufacturing, Manufacturing..., Leadership, Project Planning, Program Management, Operations Management, Engineering, Product Development, Supplier Quality, Engineering Management, DMAIC, Team Leadership, FMEA, Software Documentation, Process Improvement, Team Building, 5S, Supply Chain, Management, SPC, Testing, Systems Engineering, Quality Control, Kaizen, Quality Management, Procurement, Quality Assurance, Project Management, Minitab, Earned Value Management, Military, Integration, GD&T, Supply Chain Management, Root Cause Analysis, Continuous Improvement, Aerospace, Cross-functional Team..., Supply Management, Logistics, Process Engineering, AS9100, Project Engineering, Quality System, Aircraft, Budgets, Design of Experiments, MS Project, Value Stream Mapping
Education
Worcester Polytechnic Institute 2008 — 2010
MS, Manufacturing Engineering
Quinnipiac University 2006 — 2008
Masters Science, Organizational Leadership
Worcester Polytechnic Institute 2001 — 2004
Bachelors of Science, Industrial Engineering
JP Morgan May 2012 - Present
JP Morgan August 2007 - May 2012
Lehman Brothers October 2000 - September 2007
Royal Bank of Canada April 1998 - October 2000
American General 1995 - 1998
Skills
Investment Banking, Analytics, Capital Markets, Fixed Income, Trading, Technology, Software Project..., Budget, Business Analysis, Budgets, Investments, Banking, Prime Brokerage, Interest Rate..., Credit Derivatives, Electronic Trading, Derivatives, Bloomberg, Trading Systems
Education
Queens College 1990 — 1995
BA, Mathematics, Computer Science
Archbishop Molloy 1984 — 1988
High School, High School/Secondary Diploma Programs
Arbonne International July 2012 - Present
S&P Capital IQ April 2011 - February 2012
Standard & Poor's March 2011 - April 2011
Standard & Poor's April 2009 - March 2011
Barclays Capital April 2007 - December 2008
Lehman Brothers July 2006 - March 2007
Robert Half International August 2005 - June 2006
BTE Technologies November 2003 - July 2005
Clarion Mortgage Capital August 2002 - July 2003
Skills
Training, Credit, Finance, Portfolio Management, Loans
Education
Regis University 2005 — 2011
MBA, Finance & Accounting
University of Colorado Denver 1998 — 2002
Aurora Loan Services Cash Specialist - TreasuryAIMCO2008 - Present
Lehman Brothers 2006 - Present
Aurora Loan Services 2006 - 2008
Education
Red Rocks Community College 1991 — 1993
R.J. O'Brien June 1997 - Present
R.J. O'Brien and Associates 1997 - Present
Paine Weber January 1994 - June 1998
Kidder Peabody January 1990 - January 1992
Lehman Brothers January 1990 - January 1992
kidder peabody 1990 - 1992
Chase Manhattan Corporation February 1989 - January 1990
Drexel Burnham Lambert August 1986 - January 1989
Skills
Derivatives, Investments, Sales, Equities, Options, Capital Markets, Fixed Income, Trading, Electronic Trading, Alternative Investments, Hedge Funds, Financial Markets, Hedging, Securities, Bloomberg
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1989
Finance
University of Illinois at Chicago
UBS Financial Services Inc February 1999 - Present
Lehman Brothers 1986 - 1999
Education
Ramapo College of New Jersey
Ramsey High School
JPMorgan Chase & Co. April 2013 - Present
RBC October 2010 - Present
Citi May 2009 - October 2010
Morgan Stanley December 2008 - May 2009
Lehman Brothers September 2006 - November 2008
Barclays Capital January 2005 - September 2006
Dow Jones September 1999 - December 2004
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1996 — 1998
Greenberg Traurig, LLP March 2011 - Present
Premier Technology Solutions Inc. June 2008 - March 2011
Lehman Brothers 2007 - 2008
IBM June 2004 - July 2007
New York State Comptroller- Bureau of IT Services June 2003 - April 2004
Skills
Business Analysis, Project Management, Business Process, Leadership, Consulting, Testing, Vendor Management, Management, Start-ups, Integration, Training, Requirements Analysis, Risk Management, Strategic Planning, Software Project..., Strategy, Project Planning, Legal Project Management, Business Process...
Education
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science, Information Technology
Bank of Tokyo-Mitsubishi UFJ December 2014 - Present
NASDAQ OMX February 2013 - Present
MAXIMUS November 2008 - January 2013
Intertec Consulting 2008 - January 2013
Lehman Brothers 2007 - 2008
Deutsche Bank 1996 - 2003
Skandia Re 1994 - 1996
Spear Leeds and Kellogg 1989 - 1994
Skills
Business Analysis, SQL, Project Management, Requirements Analysis, C#, Microsoft SQL Server, Business Process, Data Modeling, Data Warehousing, SDLC, Quality Assurance, Requirements Gathering
Education
Queens College 1980 — 1984
LNR Property LLC July 2012 - Present
YMCA of Broward County August 2011 - July 2012
BankUnited January 2009 - October 2011
OBMI September 2008 - January 2009
Ceridian June 2007 - September 2008
Ceridian Employer Services 2007 - 2008
Greenberg Traurig 2004 - 2007
Weil Gotshal & Manges 2001 - 2004
Lehman Brothers September 1991 - May 2000
Skills
ADP Payroll, ADP ReportSmith, ADP Payforce, ADP HRB, ADP E-Time, ADP ezLaborManager, Ceridian Payroll System, Kronos Timekeeping, Kronos WFC, GEAC, PeopleSoft, FoxPro, Ultimate, Cognos, Crystal Reports, Deltek, Employee Benefits, Solution Implementation, Payroll Taxes, Payroll Conversions, Multi-state Payroll..., Solution Selling, Account Management, Sales Process, Sales Presentations, New Business Development, Business Intelligence, Ceridian, Human Resources, Payroll, FMLA, HRIS, Kronos, Benefits Administration, Time Management, Training, General Ledger, Ultipro, Workers Compensation, Onboarding, Applicant Tracking..., Open Enrollment, COBRA, Compensation & Benefit, Deferred Compensation, Employee Relations, SPHR, Management, HR Policies
Education
City University of New York-Queens College
Barclays Capital September 2008 - Present
Lehman Brothers April 1995 - September 2008
Skills
SDLC, Disaster Recovery, Sybase, Trading Systems, ITIL, Market Data, Business Analysis, Active Directory, Investment Banking, Enterprise Architecture, Fixed Income, Low Latency, Derivatives
Education
Queens College 1989 — 1992
UBS Securities LLC July 2013 - Present
RBC Capital Markets February 2007 - July 2013
Credit Suisse 2004 - 2007
Lehman Brothers 1999 - 2003
Skills
Pharmaceutical Industry, Biotechnology, Investment Banking, Healthcare, Private Equity, Capital Markets, LBO, Valuation, Equities, Corporate Finance, Pharmaceutics, Hedge Funds, Financial Modeling, Corporate Development, Venture Capital, Due Diligence, IPO, Leveraged Finance, M&A experience, Private Placements, Alternative Investments, Emerging Markets, Financial Structuring, Equity Capital Markets, Equity Valuation, Capital Raising, Mergers & Acquisitions, Business Valuation
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Accounting
Rice University
B.A.
Washington University in St. Louis School of Law
J.D.
Bank of Tokyo-Mitsubishi UFJ July 2013 - Present
Barclays Wealth March 2011 - May 2013
Barclays Wealth November 2008 - March 2011
Lehman Brothers August 2004 - September 2008
Goodwill Industries May 2003 - August 2004
TFS LTD November 1999 - December 2001
Skills
Integration, Databases, ETL, Access, Informatica, Management, EAI, Trading Systems, Fixed Income, Sybase, VBA, Investment Banking, Unix, TIBCO, Risk Management, Perl, SDLC, Agile Methodologies, Requirements Gathering
Education
Queens College 1998 — 2003
BA, Computer Science
Queens College
Bachelor of Arts (BA), Computer Science
UBS Global Asset Management October 2012 - Present
Nomura Securities October 2009 - October 2012
OpHedge Investment Services April 2008 - October 2009
Lehman Brothers June 2007 - March 2008
Skills
Derivatives, Fixed Income, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Capital Markets, Middle Office, Financial Analysis, Equities
Education
Rensselaer Polytechnic Institute 2003 — 2007
B.S., Electrical Engineering
Lyons Township High School 1999 — 2003
Pacific Union Financial July 2012 - Present
W.J. Bradley Mortgage Capital, LLC June 2008 - June 2012
Lehman Brothers Holdings, Inc. June 2002 - July 2008
Lehman Brothers 2002 - 2008
Wells Fargo May 1999 - June 2002
UCSD Medical Center 1993 - 1994
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Loan Origination, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Banking, Due Diligence, Finance, Investor Relations, Mergers & Acquisitions, Valuation, Credit Analysis, Financial Risk, Executive Management, Portfolio Management, Strategic Financial..., Cash Management, Residential Mortgages, Financial Reporting, Relationship Management, Cash Flow, Treasury Management, Managerial Finance, Process Improvement, Mortgage Servicing, Accounting, Business Analysis, Loan Servicing, Strategic Planning, Funding, Analysis, Financial Accounting, Strategy, Real Estate Economics, Real Estate Financing, Treasury, Forecasting, Business Planning, Business Process..., Analytics, P, Management, Vendor Management, Budgets, Corporate Finance, FHA
Education
Regis University 2000 — 2002
MBA, Finance & Accounting
Stanford University Graduate School of Business 2000 — 2000
Graduate Courses - Wells Fargo Affiliation, Economics
The Johns Hopkins University 1997 — 1997
Graduate Courses, Accounting
University of California, San Diego 1992 — 1996
BS, Mathematics & Biochemistry
J.P. Morgan May 2013 - Present
Barclays September 2008 - May 2013
Lehman Brothers February 1998 - September 2008
CIBC World Markets 1995 - 1998
Salomon Brothers 1993 - 1995
Investment Support Systems 1989 - 1993
Skills
Trading Systems, Electronic Trading, Equities, Derivatives, Investment Banking, Fixed Income, Market Data, Quantitative Analytics, Equity Derivatives, Trading, Options, Sybase, Capital Markets, Prime Brokerage, Financial Markets, Program Management, Middle Office, Risk Management, FX Options, Portfolio Management, Low Latency, Automated Trading, Back Office, Program Trading, TCA, People-oriented, Microsoft Excel, Algorithm Analysis
Education
Rensselaer Polytechnic Institute 1985 — 1989
Bachelor of Science (BS), Computer Science
AG Phillips July 2013 - Present
Barclays Capital September 2008 - July 2010
Lehman Brothers June 2008 - September 2008
Skills
Investment Banking, Bloomberg, Valuation, Capital Markets, Equities, Marketing Strategy, Marketing Communications, Financial Modeling, Leadership, Entrepreneurship, Marketing, Competitive Analysis, Mergers & Acquisitions, Start-ups, Strategy
Education
Rice University 2011 — 2013
Master of Business Administration (MBA) degree, Entrepreneurship and Marketing
Vanderbilt University 2004 — 2008
Bachelor of Arts (B.A.), Major: Economics, Minors: Corporate Strategy and Finance
Neuberger Berman January 2014 - Present
Neuberger Berman January 2012 - Present
Neuberger Berman February 2010 - February 2012
Neuberger Berman July 2007 - February 2010
Lehman Brothers June 2006 - August 2006
Skills
SQL, JavaScript, AJAX, JSP, Java, CSS, ASP.NET, HTML, Weblogic, JBoss Application Server, Eclipse, Shell Scripting, Unix, EJB, JIRA, Sybase, SDLC, XML, DHTML, Subversion, RSA Access Manager, Entrust IdentityGuard
Education
Rensselaer Polytechnic Institute 2003 — 2007
B.S., Computer Science, Computer Systems Engineering
Morgan Stanley Wealth Management July 2013 - Present
JPMorgan Chase April 2012 - July 2013
Citi September 2008 - April 2012
Lehman Brothers July 2007 - July 2008
Morgan Stanley June 1999 - July 2007
Liberty Mutual 1996 - 1998
Tata Steel (Yodogawa) 1993 - 1996
Skills
Data Warehousing, Database Design, Business Intelligence, Data Management, Integration, Project Management, SDLC, Databases, Data Modeling, Data Integration, Performance Tuning, Oracle, ETL, OLAP, Sybase, Data Governance, Perl, DB2
Education
National Institute of Technology,Jamshedpur 1987 — 1991
MCA, COMPUTER SCIENCE
Ranchi University 1982 — 1986
Master of Science, Computer Science
Shiksha Niketan,Telco colony, Jamshedpur, India 1972 — 1982
bssb
Fiserv INC October 2014 - Present
American Cancer Society November 2011 - Present
Rollins, Inc. January 2011 - November 2011
Ryla Teleservices January 2009 - January 2011
Sage Software July 2008 - November 2008
Lehman Brothers December 1999 - May 2008
Neuberger 1999 - 2002
The Chase Manhattan Bank January 1999 - September 1999
CIBC Oppenheimer November 1998 - January 1999
Skills
Servers, Business Analysis, Active Directory, Vendor Management, Routers, IBE, Disaster Recovery, Windows, Technical Support, Information Security, Operating Systems, Information Technology, Networking, Project Planning, Security, System Deployment, Troubleshooting
Education
City University of New York-Queens College
Political Science, International Politics
Aon October 2013 - July 2015
OppenheimerFunds October 2010 - May 2012
Jackson National Life August 2010 - October 2010
Jackson National Life May 2010 - August 2010
Jackson National Life August 2009 - May 2010
Jackson National Life August 2006 - August 2009
Trust Company of Vermont January 2006 - January 2006
Lehman Brothers May 2005 - August 2005
Skills
Series 7, Series 6, Variable Annuities, Mutual Funds, Annuity Sales, Retirement Planning, Alternative Investments, Retirement, Wealth Management, Series 63, 401k, Finance, Sales, Portfolio Management, Financial Services, Business Development
Education
University of Colorado at Denver 2012 — 2014
Master's degree, International Business
St. Lawrence University 2002 — 2006
Bachelor of Arts, Economics & Environmental Studies
Richmond, The American International University in London 2005 — 2005
Barclays February 2013 - Present
Barclays August 2011 - February 2013
Barclays August 2010 - August 2011
Barclays Capital July 2009 - August 2010
Lehman Brothers May 2008 - August 2008
Chubb May 2007 - January 2008
Education
Rider University 2005 — 2009
Bachelor, Finance, Economics
CRT Capital Group November 2009 - Present
Barclays Cap June 2006 - June 2009
Merrill Lynch June 2001 - April 2006
Lehman Brothers August 1998 - June 2001
United States Marine Corps May 1992 - August 1996
Skills
Fixed Income, Capital Markets, Series 7, Due Diligence, Alternative Investments, Private Placements, Valuation, Investments, Portfolio Management, Bonds, Hedge Funds, Restructuring, Financial Modeling, High Yield, Trading, Asset Allocation, Structured Products, Corporate Finance, Asset Management, Securities, Financial Markets, Private Equity, Investment Banking, Investment Management, Investment Strategies, Investor Relations, Mergers & Acquisitions, Credit, Financial Analysis, Emerging Markets, Equity Research, Structured Finance, Venture Capital, Leveraged Finance, Project Finance, LBO, Financial Structuring, Credit Derivatives, Bloomberg, Hedging, Special Situations, ABS, Credit Analysis, Capital Structure, CDS
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
Rice University 1988 — 1992
BA, Economics
Nomura November 2008 - Present
Lehman Brothers October 2007 - November 2008
Skills
Java, Equities, SQL, KDB+, Sybase, Market Data, TIBCO Rendezvous, Trading Systems
Education
Rensselaer Polytechnic Institute 2006 — 2007
MS, Information Technology
Rensselaer Polytechnic Institute 2004 — 2007
BS, Information Technology
JPMorgan Chase October 2011 - Present
CGI April 2009 - October 2011
Barclays Capital September 2008 - April 2009
Lehman Brothers April 2006 - September 2008
Lehman Brothers June 1998 - May 2006
Aonix December 1995 - June 1998
BSG June 1993 - December 1995
Skills
Requirements Analysis, Program Management, Business Intelligence, Integration, Change Management, Requirements Gathering, Vendor Management, Software Project..., PeopleSoft, Solution Architecture, Risk Management, Business Process..., Process Improvement, ITIL, Business Analysis, SDLC
Education
Rice University 1989 — 1993
BS, Electrical Engineering, English
Lehman Brothers Project Team LeadLehman Brothers2005 - 2008
Education
Ramapo College of New Jersey
BlackRock January 2013 - Present
Barclays Capital March 2010 - January 2013
Barclays Wealth and Investment Management September 2009 - March 2010
Barclays Capital July 2008 - September 2009
Lehman Brothers June 2007 - September 2007
Johnson & Johnson June 2006 - September 2006
Hess Corporation June 2005 - September 2005
Skills
Microsoft Excel, PowerPoint, Business Objects, Access, Visio, SAP, Six Sigma, Eye for Details, multi-t, Multi Tasking
Education
Rider University 2004 — 2008
Bachelors of Science - Business Administration, Business Finance & Economics, 3.77
Rider University 2004 — 2008
Bachelor of Science, Business Administration; Business Economics and Finance
University of Westminster
ZocDoc 2012 - Present
Credit Suisse June 2010 - April 2012
Barclays Capital September 2008 - May 2010
Lehman Brothers July 2007 - September 2008
Skills
C#, Java, SQL, Agile Methodologies, MySQL, XML, .NET, SDLC
Education
Rensselaer Polytechnic Institute 2003 — 2007
BS, Computer & Systems Engineering and Computer Science
Credit Suisse April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers February 2004 - September 2008
Goldman Sachs 1998 - 2004
Deloitte August 1995 - September 1998
Education
Quinnipiac University 1990 — 1995
PIMCO August 2011 - February 2014
JP Morgan March 2006 - August 2011
Lehman Brothers March 2005 - March 2006
Bank Of America August 2003 - March 2005
CSFB April 2000 - August 2003
Bear Stearns 1997 - 2000
Paine Webber 1993 - 1995
Education
Queens College
Brown Brothers Harriman March 2012 - Present
Barclays Capital September 2008 - March 2012
Lehman Brothers February 2005 - September 2008
Sony Electronics 1993 - 2005
Sony Electronics October 1999 - January 2002
Skills
Java, SQL Server, Informatica, JavaScript, Unix Shell Scripting, Microsoft SQL Server, Requirements Analysis, Unix, IT Management, Databases, Oracle, Business Intelligence, Visio, SDLC, Business Analysis, Security, Software Project..., Enterprise Architecture, Integration, Management, Vendor Management, Disaster Recovery, Data Warehousing, Requirements Gathering, Sybase, IT Strategy, Agile Methodologies, SOA, Agile Project Management, Solution Architecture, ITIL, Project Management, Risk Management, Program Management, Financial Services, Process Improvement
Education
Ramapo College of New Jersey 1989 — 1993
BS, Computer Science
Citi July 2013 - Present
Citi Group February 2011 - July 2013
Lehman Brothers - (in Administration) August 2009 - January 2010
Lehman Brothers - (in Administration) January 2009 - August 2009
Lehman Brothers February 2008 - September 2008
Skills
Proven ability to work..., A demonstrated..., Ability to manage..., Fixed Income, Equities, Finance, Bloomberg, Trading, FX Options, Risk Management, Securities
Education
Queens College 2002 — 2007
BBA, Corporate Finance
FINRA Managing Regulatory CoordinatorFINRAProduct Controller VPNomura Securities2007 - 2008
ABN AMRO 2004 - 2007
Credit Lyonnais 1999 - 2004
Lehman Brothers 1988 - 1999
Education
Queens College 1982 — 1987
Bachelor of Arts, Economics
KCG Holdings, Inc. February 2014 - Present
Liquidnet January 2010 - February 2014
NYSE Euronext January 2007 - January 2010
TransactTools June 2003 - January 2007
Worldco Financial Services January 2003 - June 2003
Lehman Brothers July 2000 - August 2001
Skills
Java, Groovy, Grails, Electronic Trading, Messaging, Object Oriented Design, Scala, Concurrent Programming, MongoDB, FIX
Education
Queens College 1998 — 2000
B.A., Computer Science
Hospice and Palliative Care of Iredell Co. July 2012 - Present
Barium Springs Rainbow Center July 2012 - Present
Barium Springs June 2011 - July 2012
Black River Asset Management March 2007 - December 2008
Lehman Brothers March 2003 - October 2006
Comforce September 2000 - December 2002
Skills
Training, Case Managment, Public Speaking, Nonprofits, Fundraising, Crisis Intervention, Bilingual-English/Spanis..., Behavioral Health, Leadership Development, CBT, Case Management, Social Services, Mental Health, Clinical Supervision
Education
University of North Carolina at Charlotte 2009 — 2011
Master of Social Work (MSW)
City University of New York-Queens College 1998 — 2000
BA, Sociology with a Minor in Counseling
State University of New York College at Oswego 1995 — 1997
Undeclared
Bloomberg December 2012 - October 2013
Bank of Montreal May 2010 - December 2012
Bank of Montreal September 2009 - June 2010
FreundStuff, LLC October 2006 - September 2009
Citigroup 2004 - October 2006
Knight Financial Products July 2001 - 2004
Iris Financial November 1999 - July 2001
Optimark June 1998 - November 1999
Lehman Brothers October 1995 - May 1998
Bankers Trust February 1994 - October 1995
Skills
Perl, Linux, XML, Unix, Distributed Systems, Java, Databases, SQL, C++, C#, Software Development, Integration, Requirements Analysis, SDLC, C, Multithreading, Electronic Trading, Derivatives, Operating Systems, Market Data, Trading, Options, Fixed Income, FX Options, Commodity, Enterprise Architecture, Equities, Trading Systems, Low Latency, Agile Methodologies, SOA, Solaris, Sybase, Equity Derivatives, Software Project..., Market Risk
Education
Queens College 1985 — 1986
Yeshiva University 1981 — 1984
Brown Brothers Harriman March 2004 - Present
Syllog Inc January 1997 - November 2002
Lehman Brothers 1996 - 1998
TCAM 1994 - 1997
Logica 1986 - 1996
Kenilworth Systems 1983 - 1987
ITT Desfense Communications 1980 - 1983
Skills
Securities, Financial Services, Global Custody, Back Office, SWIFT payments, Corporate Actions, Banking, Settlement, AML, Fixed Income, IBM Integration Bus..., Payments, Trading Systems, SWIFT Payments, FX Options, Equities
Education
Polytechnic Institute of Brooklyn 1981 — 2016
Master of Science (MS), Computer Science
Queens College 1977 — 1980
BS, Computer Science
Barclays May 2013 - Present
MF Global April 2011 - December 2011
JPMorgan Chase - Chicago March 2008 - March 2011
Lehman Brothers October 1996 - March 2008
Skills
Supervisory Skills, Relationship Management, Client Liaison, Back Office Operations, Project Management, Global Cash Management, Futures & Options, OTC, FOREX, FX Options, Swaps, Derivatives, Hedge Funds, Fixed Income, Margin Calls, Collateral Management, Prioritize Workload, Meet Deadlines, Creative Problem Solving, Strong Client Solution..., Strong investigative..., Highly detail oriented, Excellent Interpersonal..., High Volume/Fast Paced..., Strong Written and..., Adapt to Change in..., Team-oriented, Independent Decision..., Always Willing to Learn, Willingness to..., Microsoft Office, Sungard GMI, Clearport, ICEPortal, ADHOC Reporting, Electronic Trading, Trading Systems, Back Office, Commodity, Foreign Exchange, Middle Office, Options
Education
Quinnipiac University - School of Business 1990 — 1993
BS, Accounting and Finance
Ernst & Young 2011 - Present
BDO USA, LLP 2006 - 2011
Lehman Brothers August 2005 - May 2006
Deloitte October 2002 - May 2006
Education
Quinnipiac University 1997 — 2001
B.S, Accounting
Greenwich Real Estate Development 2003 - Present
Prudential Securities 1997 - 2000
Lehman Brothers 1987 - 1997
Education
The University of Texas at Austin 1985 — 1987
MBA, Finance-Honors
Rice University 1978 — 1982
BA, Economics and Managerial Studies
Intercoastal Capital Markets June 2014 - Present
Maxim Group, LLC June 2013 - June 2014
R. Seelaus & Co. October 2009 - March 2013
J. B. Hanauer & Co. July 1996 - October 2009
JB Hanauer & Co 1996 - 2009
Lehman Brothers September 1980 - July 1996
Skills
Fixed Income, Series 63, Investments, Wealth Management, Securities, Series 7, Mutual Funds, Finance, Portfolio Management, Capital Markets, Bloomberg, Bonds, Asset Management, Trading
Education
City University of New York-Queens College 1965 — 1970
BA
Ipreo May 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers July 2006 - September 2008
Skills
Java, SQL, Sybase, Spring, Microsoft SQL Server, XML, Weblogic, JavaScript, Hibernate, Unix, Eclipse, C++, SDLC, Java Enterprise Edition, J2EE, FileNet, Documentum, AJAX, XSLT, Perl, Web Services, JBoss Application Server, Oracle, JMS, EJB, Struts, Integration, HTML, Ant, Business Intelligence, SOA, JDBC
Education
Rensselaer Polytechnic Institute 2002 — 2006
BS, Computer Science
Citi June 2014 - February 2015
Citi - Expense Management Finance November 2008 - June 2014
Credit Suisse December 2006 - November 2008
Lehman Brothers June 1996 - December 2006
Chemical Bank January 1995 - May 1996
Lehman Brothers June 1993 - November 1994
Citi June 1981 - June 1992
Deloitte August 1978 - June 1981
Skills
Fixed Income, Financial Modeling, Capital Markets, Investment Banking, Financial Analysis, Change Management, Financial Services, Derivatives, Equities, Vendor Management, Credit Derivatives, Expense Management, Securities, Hedge Funds, Portfolio Management, Risk Management
Education
Queens College 1976 — 1978
BA in Accounting
Voya Financial January 2015 - Present
Voya Investment Management January 2010 - December 2014
Lehman Brothers May 2006 - January 2009
Sony Corporation of America January 2002 - May 2006
Skills
Banking, Administrative..., Outlook, Lotus Notes, Microsoft Excel, PeopleSoft, Office Management, PowerPoint, Access, Credit, Microsoft Office, Travel Arrangements
Education
Queens College 1986 — 1989
Bachelor of Arts (BA), Communications and Political Science
Queens College 1986 — 1989
Bachelor's degree, Communications and Political Science
REMMEK ASSOC. November 1991 - Present
XO Communications 2000 - 2005
Lehman Brothers 1995 - 2000
Lehman Brothers 1994 - 1999
PaineWebber 1992 - 1994
Skills
Vendor Management, Team Building, WAN, Outsourcing, Integration, IT Management, Virtualization, Data Center, Strategic Planning, Business Continuity, Disaster Recovery, Cisco, Contract Negotiations, Budgeting, Contract Negotiation, Customer Service, Forecasting, Operations Management, Negotiation, Telecommunications, Vendor Relations, Program Management, Change Management, Problem Solving, Team Leadership, Process Engineering, Customer Satisfaction, Cross-functional Team..., VoIP, Business Strategy, P&L, Billing, Business Analysis, Consultative Selling, Excel, Contract Management, Managed Services
Education
Rider University 1962 — 1966
BS, MGT.
SAINT PETERS COLLEGE
MS, BUSINESS ADMINISTRATION
Frontier Group 2005 - 2010
Manhattan Apartments 2004 - 2005
Marcus & Millichap 2003 - 2004
Lehman Brothers 2000 - 2003
Lehman Brothers 2000 - 2003
Education
Queens College 1979 — 1983
BA, Business
SANTANDER GLOBAL BANKING AND MARKETS May 2006 - Present
ING April 2005 - May 2006
Lehman Brothers January 1994 - April 2005
Education
Regis University 1986 — 1990
darien high school 1982 — 1986
Regis University
Morgan Stanley September 2015 - Present
Barclays Capital September 2008 - June 2013
Lehman Brothers February 2008 - September 2008
Synopsys Inc 2004 - 2006
CMC LTD January 2001 - June 2002
Skills
Investment Banking, SDLC, Derivatives, Trading Systems, Sybase, Java, Hibernate, Spring Framework, Java Enterprise Edition, Agile Methodologies, Oracle, SQL, Eclipse, PL/SQL, JMS, Market Data, Business Analysis, Fixed Income, Interest Rate Swaps
Education
Rensselaer Polytechnic Institute
Masters in Information Technology
WALT Wines November 2014 - Present
Rutberg & Company July 2013 - December 2014
Charles Creek Vineyard June 2013 - October 2014
Rothstein Kass January 2012 - July 2013
Goldman Sachs September 2011 - December 2011
Burrill & Company October 2010 - August 2011
Barclays Capital September 2008 - August 2010
Barclays Capital June 2005 - August 2010
Lehman Brothers June 2005 - September 2008
Bear Stearns March 2002 - May 2005
Skills
PowerPoint, Online Research, Travel Arrangements, Calendaring, Calendars, Concur, Expense Management, Spreadsheets, Salesforce.com, Outlook, Time Management, Microsoft Excel, Accounting, Expense Reports, PeopleSoft, Management
Education
Queens College City University 1994 — 2002
Bachelor of Arts, Psychology
Queens College 1992 — 2002
BA, Psychology
Nomura April 2013 - Present
Credit Suisse June 2012 - March 2013
UBS July 2009 - June 2012
SAC Capital March 2007 - January 2009
Lehman Brothers April 2004 - March 2007
Morgan Stanley March 2002 - April 2004
AIG Trading Group March 1997 - March 2002
Citibank NA May 1994 - March 1997
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Business Administration and Management, General
Pingora Asset Management LLC January 2013 - Present
Hudson Advisors, LLC February 2011 - December 2012
Dreambuilder Investments February 2009 - February 2011
Lehman Brothers June 2005 - October 2008
Lehman Brothers June 2003 - June 2005
Microsoft June 2002 - August 2002
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science, Computer Systems Engineering
Deloitte & Touche September 2009 - Present
Lehman Brothers June 2008 - August 2008
Skills
External Audit, US GAAP, GAAP, Financial Reporting, Auditing, Microsoft Office, Financial Services, Mutual Funds
Education
Rider University 2005 — 2009
Bachelor of Science, Accounting
PwC January 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers November 2005 - September 2008
Education
Queens College 2006 — 2008
CPA Requirements, Accounting
University of Scranton 1999 — 2003
Bachelor of Science (BS), Biology, General
DFG Investment Advisers December 2014 - Present
DFG Investment Advisers June 2013 - December 2014
Deutsche Bank February 2013 - May 2013
Deutsche Bank February 2010 - February 2013
Lehman Brothers 2006 - 2010
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Bloomberg, Credit Risk, Financial Modeling, Equities, Structured Finance, Corporate Finance, Valuation, Leveraged Finance
Education
Quinnipiac University - School of Business 2001 — 2005
Bachelor of Science (BS), Finance, General
Texsystem/Nationwide Financials 2014 - Present
Citi July 2007 - March 2013
Citi August 2001 - September 2007
Citi October 1995 - August 2001
Lehman Brothers 1991 - 1995
Skills
in troubleshooting..., Software Documentation, Databases, Testing, Data Center, Networking, Change Management, Editing, User Acceptance Testing, Programming, Customer Service, Call Centers, JCL
Education
Chubb institute 2005 — 2006
Queensborough Community College 1978 — 1980
Barclays September 2008 - Present
Lehman Brothers May 2000 - September 2008
Swiss Re Life and Health January 1993 - July 1999
Skills
Financial Services, Finance, Payroll, Risk Management, Conflict Resolution, Change Management, Performance Management, Banking, Investment Banking, Mergers, Equities
Education
Rider University
BS in Commerce, Management and Organization Behavior / Accounting