Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
Lehman Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lehman Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
CF Options, Inc. January 2008 - Present
First American Equities March 1990 - December 2007
Lehman Brothers November 1982 - March 1990
Skills
Business Loans, Cash Advances, Debt Restructuring, Factoring, Working Capital, Debt Collection, Corporate Finance, Investment Banking, Finance, Investments, Equities, Financial Services, Management, Trading, Negotiation, Recruiting, training &..., Loans
Education
Rutgers University-New Brunswick 1977 — 1981
BS Business Administration
CSDVRS, LLC October 2013 - Present
CSDVRS, LLC March 2012 - October 2013
Cerner Corporation February 2009 - November 2011
Lehman Brothers September 2008 - September 2008
Intuit December 2005 - May 2006
Education
Webster University London 2006 — 2008
Master of Business Administration (MBA)
Rockhurst University 2001 — 2005
Bachelor of Science (B.Sc.)
Lunarline, Inc December 2014 - Present
Down Pat Productions January 2010 - Present
Lunarline, Inc November 2012 - December 2014
Zerco Systems International, Inc. December 2009 - February 2011
The Lab May 2010 - December 2010
BlueTie, Inc. October 2008 - December 2008
StormFrog June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
American Greetings June 2006 - August 2006
2am Games 1997 - 1999
Skills
jQuery, PHP, Python, Django, MySQL, PostgreSQL, Apache, Nginx, Amazon Web Services, Google Apps, SQLite, Google Maps, JSON, XML, Joomla, HTML5, Core Java, HTML 5, Software Development, JavaScript, Amazon Web Services..., Web Applications, Agile Methodologies
Education
Rochester Institute of Technology 2004 — 2008
B.S., Web Development, Game Design and Development, Entrepreneurship
Kristin Moore Ltd. 2009 - Present
Self-Employed 1998 - Present
Lehman Brothers 1997 - 2008
Skills
Copy Editing, Writing, Proofreading, Photoshop, Photography, HTML, SQL, APA Style, MLA Style, Chicago Style, Content Management..., App Development, Web Content, Research, Analytics, CSS, wordpress.com
Education
Rutgers University-New Brunswick
BS, Environmental Economics
The New School
MA, Liberal Studies
The New School
PhD, Philosophy
Office of the State Public Defender 2011 - Present
Lehman Brothers 2006 - 2007
LIPMAN June 2005 - August 2005
Skills
Legal Research, Legal Writing, Criminal Law, Litigation, Civil Litigation, Investment Banking, Westlaw, Appeals, Trials, Criminal Defense, Courts, Legal Issues, Trial Practice, Juvenile Law, Hearings, Lexis
Education
University of Wisconsin Law School 2008 — 2011
Doctor of Law (J.D.), Criminal Law
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Economics
Taipei American School
The Depository Trust & Clearing Corporation December 2013 - Present
JPMorgan Chase September 2011 - November 2013
Calypso Technology September 2007 - August 2011
Credit Suisse May 2005 - November 2006
Citigroup February 1993 - May 2005
Lehman Brothers February 1990 - January 1993
At&T May 1987 - January 1990
Skills
FX Options, Business Intelligence, Enterprise Architecture, Software Development, Management, Unix, PMO, Financial Risk, Change Management, Project Portfolio..., Trading, Sybase, Java, Business Process..., Oracle, Requirements Gathering, Agile Methodologies
Education
New York University - Leonard N. Stern School of Business 1994 — 1999
MBA, Finance
Rutgers University-New Brunswick 1985 — 1997
MS, Computer Science
University of Nebraska-Lincoln 1982 — 1994
BS, Computer Science
The University of Kansas 1980 — 1982
AA, Computer Science
FIT 941 Magazine August 2014 - Present
PCB Fitness 2010 - Present
Serendipity Country Club February 2011 - Present
Crunch Fitness (Formerly Gold's Gym) 2010 - 2013
Stillwater Partners LLc January 2007 - Present
Estill County Education dept 2007 - 2009
Alex. Brown & Sons 1993 - 1999
Lehman Brothers October 1989 - September 1993
Skills
Artist, Musician, writer, Triathlon, Customer Retention, Strength Training, Public Speaking, Fitness, Personal Training, Negotiation, Marketing Strategy, Entrepreneurship, Sports, Sales, Budgets, Marketing, Team Building, Wellness, Coaching, Lifestyle, Social Media Marketing, Online Marketing, Small Business, Customer Service, Nutrition, Social Media, Social Networking, Event Planning, Fundraising, Public Relations, Leadership Development, Leadership, Marketing Communications, Training, Teaching, Online Advertising, Event Management, Strategic Planning, Nonprofits, Advertising, Email Marketing, Blogging, Start-ups
Education
Rutgers University 1985 — 1989
Bachelor's Degree, Economics/Finance
Duxbury High School 1981 — 1985
Coursera August 2014 - Present
Twitter January 2014 - August 2014
Evernote November 2012 - January 2014
Klout July 2012 - November 2012
Citrix Systems June 2011 - June 2012
Citrix Systems May 2008 - June 2011
Rochester Institute of Technology August 2007 - May 2008
Lehman Brothers May 2007 - August 2007
Synechron January 2005 - August 2006
Skills
Cloud Computing, C++, Virtualization, Java, SQL, C, XML, Microsoft SQL Server, JavaScript, Software Development, Agile Methodologies, Distributed Systems, Software Engineering, MySQL, IIS, Windows, Citrix, iOS, Objective-C, Web Services, iOS development, Web Applications, Programming, Requirements Analysis, iOS Development
Education
Rochester Institute of Technology 2006 — 2008
Masters, Computer Science
University of Pune 2001 — 2005
Bachelor of Engineering, Information Technology
LinkedIn October 2011 - Present
LinkedIn June 2010 - October 2011
Yahoo ! August 2008 - June 2010
Lehman Brothers December 2006 - June 2008
IntegraTouch February 2005 - December 2006
Telcordia Technologies June 2004 - August 2004
New York Power Authority February 2004 - May 2004
Skills
Java, SQL, J2EE, XML, Web Services, J2ME, DHTML, Tools design &..., Test Engineering, Hudson, Ant, Gradle, Eclipse, Linux, Spring, Hibernate, C#, ASP.NET, JDBC, Java Enterprise Edition, JUnit, Distributed Systems, REST, Databases
Education
Rochester Institute of Technology 2003 — 2005
Master's, Information Technology, 4.0
South Gujarat University 1997 — 2001
Bachelors, Electronics Engineering
Stephens Inc. March 2013 - Present
Bank of America Merrill Lynch May 2007 - March 2013
Lehman Brothers September 2000 - May 2007
Skills
Valuation, Portfolio Management, Hedge Funds, Financial Modeling, Equity Research, Equities, Capital Markets, Bloomberg
Education
NYU Stern School of Business 2004 — 2006
MBA, Corporate Finance, Management
Rutgers University-New Brunswick 1995 — 2000
Bachelor's Degree, Triple Major: Finance, Economics, and Biology
Sun Pharmaceuticals Industries, 5th largest generic pharmaceutical company worldwide June 2013 - April 2015
Amusemi.com December 2012 - October 2013
IE Business School, Ranked 8th globally by Financial Times 2012 April 2011 - May 2012
IlliquidX January 2012 - March 2012
J.P. Morgan May 2010 - February 2011
Lehman Brothers October 2008 - May 2010
Lehman Brothers May 2006 - October 2008
Lehman Brothers May 2005 - August 2005
Ranbaxy May 2004 - August 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Fixed Income, Emerging Markets, Clarity, Entrepreneurship, Creativity, Business Strategy, Start-ups, Strategic Planning, Business Analysis, Finance, Due Diligence, Investment Banking, Portfolio Management
Education
IE (Instituto de Empresa) 2011 — 2012
International MBA
Rutgers Business School 2002 — 2006
Bachelor of Science, Finance
Private Fund Management December 2012 - Present
CLIO Research Inc. April 2009 - Present
UBS Investment Bank August 2004 - May 2009
Lehman Brothers April 2002 - July 2004
Goldman Sachs January 2000 - April 2002
Credit Suisse 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
WPF, C#, WCF, Design Patterns, .NET, Multithreading, WinForms, Entity Framework, SOA, Silverlight, SQL, C++, Agile Project Management, DDD, Low Latency, Concurrent Programming, Test Driven Development, Object Oriented Design, SQL Server, ADO.NET, LINQ, VSTO, Telerik, TDD, System Architecture, Real Time, TIBCO, Full SDLC, Tortoise SVN, CruiseControl, DevExpress, SWIFTNet, FIX, Charles River IMS, FpML, Infragistics, Windows Authorization..., ASP.NET SignalR
Education
Rigas Tehniska Universitate
MS, EE
Insurance and Financial Services Company January 2012 - Present
Overlook Investment Partners 2001 - March 2012
MSW Asset Management LLC July 2004 - June 2005
Cendant 2000 - 2001
Lehman Brothers 1996 - 2000
J.P. Morgan Securities 1993 - 1996
Skills
Start-up Ventures, Investments, Equities, Alternative Investments, Series 65, Series 63, Hedge Funds, Capital Markets, Securities, Investor Relations, Portfolio Management, Finance, Series 6, Series 7, Valuation, Fixed Income, Asset Management, Mutual Funds, Financial Modeling, Corporate Finance, Financial Analysis, Venture Capital, Equity Research, Investment Advisory, Asset Allocation, Investment Management, Start-ups, Financial Planning, Managed Money, 401k, Variable Annuities, Asset Managment, Strategic Financial..., Insurance, 401k Rollovers
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Electrical Engineering
Stratus Technology Services October 2010 - Present
Eric Robert Associates July 2009 - October 2010
Princeton Information May 2007 - June 2009
Society In Khaos Clothing LLC July 2001 - April 2008
Lehman Brothers September 2006 - May 2007
Skills
Technical Recruiting, Applicant Tracking..., Screening, Sourcing, Interviewing, Internet Recruiting, Direct Sourcing, Full-cycle Recruiting, Salary Negotiation, Talent Acquisition, Permanent Placement, Candidate Screening, Staff Augmentation, E-recruitment, Hiring, Executive Search, Direct Recruiting, Temporary Staffing, Building Relationships, Interviews, SDLC, Staffing Services, Benefits Negotiation, Contract Recruitment, Recruiting, Program Management, Screening Resumes, Team Building, IT Recruitment, Leadership, Personnel Management, Human Resources, Talent Management, Vendor Management, Onboarding, Temporary Placement, Networking, Management, Account Management, Information Technology, College Recruiting, Cold Calling, Search, Employee Benefits, RPO, Recruitment Advertising, Sales, Resource Management, Consulting, Professional Services
Education
Rowan University 2001 — 2004
BA, Advertising
Lehman Brothers 2013 - Present
Education
Rochester Institute of Technology 2005 — 2009
DS, Economics, Minored in Finance and Chinese Language
Morgan Stanley October 2012 - Present
The Blackstone Group June 2010 - August 2012
Eisner Information Solutions August 2008 - August 2010
Banc of America Securities February 2007 - January 2008
Lehman Brothers June 1994 - March 2006
Skills
CRM, Management Consulting, Private Equity, Investor Relations, Reporting Systems, Data Analysis, Process Improvement, Analytics, Business Development, Business Strategy, Financial Services, Banking, Project Management, Business Analysis, Capital Markets, Consulting, Enterprise Software, Finance, Management
Education
Rutgers Business School 1978 — 1982
Accounting and Finance
American Express April 2014 - Present
American Express October 2011 - April 2014
American Express 2010 - 2011
American Express May 2009 - August 2009
Lehman Brothers 2006 - 2008
Lehman Brothers 2005 - 2006
Lehman Brothers 2005 - 2005
Lehman Brothers 2004 - 2005
Skills
Financial Modeling, Strategy, Fixed Income, Equities, Finance, Emerging Markets, Business Analysis, Management, Business Development, Marketing Strategy, Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance, Strategy
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
B.S., Finance
Amazon November 2014 - Present
Microsoft June 2009 - November 2014
Lehman Brothers May 2008 - July 2008
Tata Consultancy Services 2005 - 2007
Skills
C#, JavaScript, Test Automation, Test Tools Development, Web Applications, XML, Perl, SQL, Python, Software Design, Oracle, Databases, Testing, Java, Unix, C, Web Services
Education
Rochester Institute of Technology 2007 — 2009
Masters, Computer Science
University of Mumbai 2001 — 2005
BE, Computer Engineering
Saraswati Vidyalaya 1998 — 1999
Johnson & Johnson Consumer Group of Companies April 2015 - Present
Johnson & Johnson Consumer Group of Companies 2013 - Present
Newsweek and The Daily Beast April 2012 - September 2013
Martha Stewart Living Omnimedia August 2008 - July 2011
Lehman Brothers October 2005 - August 2008
Skills
Project Management, Vendor Management, SDLC, MS Project, Product Development, Visio, Cross-functional Team..., Marketing Strategy, Budgets, E-commerce, Program Management, CRM, Analytics, Strategic Planning, Agile Project Management, Content Management, SEO, Strategic Partnerships, Mobile Devices, Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
BOK Financial November 2013 - Present
Stearns Lending November 2011 - November 2013
Bank of America July 2007 - November 2011
Raymond James January 2007 - June 2007
UBS January 2007 - June 2007
Lehman Brothers August 2006 - December 2006
Skills
Banking, Finance, Relationship Management, Credit Risk, Mortgage Banking, Sales, Management, Real Estate, Wealth Management, Accounting, Credit, Options, Time Management, Credit Analysis, Customer Service, FHA, Financial Analysis, Financial Services, Funding, Loans, Portfolio Management, Qualifying Prospects
Education
Rollins College 2003 — 2007
BA, Economics
Needham High School 2000 — 2003
The Vanguard Group August 2008 - Present
Lehman Brothers June 1994 - March 2008
Skills
Series 7, Options, Trading Systems, Electronic Trading, Equity Trading, Series 63, Bloomberg, Fixed Income, Equities, Securities, ETFs, Hedge Funds, FINRA, Financial Markets, Trading, Series 24, Equity Derivatives, Alternative Investments, Proprietary Trading, Capital Markets, Prime Brokerage
Education
Rutgers University-New Brunswick 1989 — 1994
eLoyalty, a TeleTech Company August 2013 - Present
AT&T May 2009 - September 2012
Lehman Brothers October 2006 - April 2009
NEC 2005 - 2006
Xpedite 2002 - 2003
Cisco Systems 1999 - 2001
Skills
VoIP, Unified Communications, Cisco Call Manager, Cisco, Network Architecture, Virtualization, CCIE, IPT, SIP, Cisco Technologies, Wireless, Networking, BGP, Data Center, Switches, MPLS, Telephony, Troubleshooting, Integration, Telecommunications, Mobile Devices, Routing, Professional Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Science (BS), Electrical and Computer Engineering
Daniel Gale Sotheby's International Realty June 2014 - Present
Bellmarc Realty August 1991 - June 2014
Lehman Brothers 1986 - 1991
Skills
Real Estate, Relocation, Residential Homes, Sellers, Real Estate Transactions, Condos, Rentals, Real Estate Development, Apartments, Selling, First Time Home Buyers, Leases, Townhomes, Luxury, Buyers, Brokerage, Investment Properties, Stock Market, Equity Trading, Options Strategies, Cooking, Gardening, Investment Strategies, Investors, Real Estate Economics, Listings, Property Management, Buyer Representation, Investments, Referrals, Marketing, Negotiation, Real Property, New Home Sales, Sales, Single Family Homes, Marketing Strategy, Real Estate Financing, Finance, Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Hightstown High school 1978 — 1982
Cushman & Wakefield January 2013 - Present
Cushman & Wakefield May 2011 - January 2013
MRTA Design Construction Inc May 2010 - May 2011
Lehman Brothers May 2008 - September 2008
Lehman Brothers May 2007 - September 2007
Skills
Public Relations, Commercial Real Estate, Transaction Management, Strategy, Management, Financial Analysis, Project Management, Portfolio Management, Leases, Investments, Asset Management
Education
Roger Williams University 2006 — 2010
Bachelor of Science - Roger Williams School of Engineering, Computing, and Construction Management, Construction Management, Minor: Business Management
The Institute at Palazzo Rucellai
Core Concentration, International Studies
Quinlan School of Business, Loyola University Chicago October 2014 - Present
Quinlan School of Business, Loyola University Chicago February 2014 - October 2014
Loyola University Chicago July 2012 - February 2014
Middlesex County College January 2011 - July 2012
DTM Productions April 2010 - July 2012
Rutgers University August 2010 - May 2012
The Princeton Review October 2007 - July 2010
Morris Plains Borough School November 2009 - February 2010
Lehman Brothers October 2003 - July 2008
Skills
Counseling, Teaching, Editing, Higher Education..., Student Development, DJ, Psychotherapy, Community Outreach, Staff Development, Fundraising, Academic Advising, Public Speaking, Career Counseling, Training, Program Development, Microsoft Excel, Higher Education, Newsletters, Event Planning, Student Affairs, Social Media, Resume Writing, Recruiting, Curriculum Design, Student Leadership, Leadership Development, Student Engagement
Education
Rutgers, The State University of New Jersey-New Brunswick
Master of Education (M.Ed.), College Student Affairs
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Finance
New York Film Academy 2006 — 2006
16mm Filmmaking
Morristown High School
Barclays Investment Bank November 2008 - Present
Morgan Stanley March 2006 - July 2008
Lehman Brothers 2008 - 2008
Computer Sciences Corporation May 2004 - March 2006
CSC Consulting 2004 - 2006
Current Medical Directions May 2003 - May 2004
Skills
SDLC, Data Warehousing, Business Intelligence, Program Management, Fixed Income, Management, Trading, Equities, IT Strategy, CRM, Requirements Analysis, Credit Derivatives, Business Analysis, Derivatives, Sybase, Investment Banking, Consulting, Trading Systems, SQL, Capital Markets, Strategy, Finance, Back Office, Software Project..., Risk Management
Education
Rutgers University-New Brunswick 2001 — 2004
BS, Computer Science, Economics
Valencia High School
Valencia High School
AllianceBernstein June 2011 - Present
Barclays Capital 2008 - 2011
Lehman Brothers 2007 - 2008
Lehman Brothers 2005 - 2007
Skills
Equities, Syndicate, Trading, Convertible Securities, Series 7, Series 63, Capital Markets, Special Situations, Chartered Financial...
Education
Rutgers University-New Brunswick 2001 — 2005
B.S., Finance
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Science (B.S.), Finance, General
GDS Associates January 2009 - Present
Merck/Schering Plough March 2005 - August 2010
Lehman Brothers September 2004 - November 2004
Citigroup July 2003 - September 2004
A&P July 2000 - February 2003
Rutgers University Foundation July 1999 - July 2000
Smith Barney June 1998 - July 1999
Bellcore/Telcordia Technologies October 1997 - May 1998
Sony Electronics, Inc June 1996 - October 1997
Group Health Incorporated February 1996 - June 1996
Skills
Business Intelligence, Software Project..., Project Management, Visio, Requirements Analysis, Integration, Requirements Gathering, Process Improvement, Databases, Testing, Oracle, Microsoft SQL Server, Analysis, Leadership, Access
Education
University of Pennsylvania 1969 — 1972
MA, Regional Economics
Rutgers University-New Brunswick 1964 — 1968
BA, Economics
NJIT
ASP, Java
Pacira Pharmaceuticals, Inc. July 2015 - Present
Pacira Pharmaceuticals, Inc. December 2013 - July 2015
Patton Boggs LLP April 2006 - November 2013
Latham & Watkins 2005 - 2006
Lehman Brothers 2004 - 2004
The Okonite Company 1998 - 2004
Skills
Document Review, Depositions, Trials, Pleadings, Class Actions, Patent Litigation, Litigation Support, Westlaw, Personal Injury, Criminal Law, Softball, Alternative Dispute..., Trade Secrets, Trademarks, Due Diligence, Legal Writing, Business Strategy, Pharmaceutical Industry, Litigation
Education
Rutgers University School of Law - Newark 2002 — 2005
JD, Law
Stevens Institute of Technology 1998 — 2000
MS, Management -- Technology
State University of New York College at Buffalo 1996 — 1998
BS, Chemical Engineering
State University of New York College at Geneseo 1992 — 1996
BS, Chemistry
Kings Park High School 1988 — 1992
High School Diploma
GAIN Capital June 2012 - Present
PeregrineFinancialGroup March 2004 - June 2012
Goldman Sachs (Princeton) May 2000 - May 2004
Refco 1997 - 1998
Daiwa Securities December 1995 - May 1997
Prudential Securities 1992 - 1995
Lehman Brothers 1988 - 1992
Commodities Corp. 1986 - 1988
Caxton Corp. August 1985 - May 1986
Skills
FX Options, Hedge Funds, Bloomberg, Derivatives, Fixed Income, Trading, Equities, Trading Systems, Asset Managment, Currency, Portfolio Management, Commodity, Swaps, Options, Alternative Investments, Investments, Financial Markets, Technical Analysis, Capital Markets, Risk Management
Education
Rider University 1981 — 1985
B.S., Finance
Certent, Inc. July 2014 - Present
OptionAdmin April 2012 - July 2014
Selectica November 2010 - March 2012
Selectica Inc September 2008 - November 2010
Lehman Brothers May 2006 - September 2008
Reuters Inc May 2005 - August 2005
SIAC September 2004 - March 2005
Skills
Software Development, XML, Eclipse, Java, Software Engineering, AngularJS, Requirements Gathering, JavaScript, C#, Software Project..., Java Enterprise Edition, HTML, .NET, Oracle, Testing, Mobile Applications, Subversion, ASP.NET, Hibernate, JSP, Web Services, Business Intelligence, Object Oriented Design, UML, SASS, Gulp, Zurb's Foundation, Twitter's Bootstrap
Education
Rochester Institute of Technology 2002 — 2007
Bachelor of Science, Software Engineering
Carpenter Group January 2015 - Present
Morton Hill Consulting, Inc. August 2009 - December 2014
Lehman Brothers April 2004 - March 2007
Neuberger Berman, LLC April 1993 - March 2004
The McGraw Hill Companies September 1991 - December 1992
Philadelphia Inquirer and Daily News September 1981 - May 1989
Skills
B2B Marketing, Marketing, Strategic Planning, Strategy, Cross-functional Team..., Start-ups, CRM, Leadership, Business Strategy, Public Relations, Advertising, Management, Team Building, Change Management, Event Management, Fundraising, Product Development, Budgets, Mentoring, Creative Direction, Analytics, Project Planning, Financial Services, Portfolio Management, Program Management, Integrated Marketing, Marketing Communications, Brand Development, Product Marketing, Social Media, Brand Management, Marketing Strategy, Team Management, Online Marketing, Operations Management, Executive Management, Direct Marketing, Strategic Partnerships, Product Management, Digital Marketing, Email Marketing, Competitive Analysis, Social Media Marketing, Business Development, Online Advertising, Team Leadership, Management Consulting
Education
Rochester Institute of Technology 1989 — 1991
M.S.
Wilkes University 1977 — 1981
B.S.
Standard & Poor's July 2015 - Present
Standard & Poor's NYC April 2010 - June 2015
Standard & Poor's July 2009 - April 2010
AIG, Inc. April 2006 - July 2009
AIG, Inc. April 2006 - September 2006
Lehman Brothers November 2004 - January 2005
Skills
Project Management, MS Project, Project Server, Excel, SharePoint, SharePoint Designer, PPM, VBA, SDLC, PMO
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Bachelor of Arts (B.A.), Economics
Rutgers University-New Brunswick 2000 — 2002
Hackensack High School 1997 — 2000
Barclays Investment Bank January 2009 - Present
Lehman Brothers June 2007 - December 2009
AIG May 2003 - August 2005
Skills
Structured Products, Secured Financing, Structured Documentation, Risk Management, ISDA negotiations, Prime Brokerage, Total Return Swaps, Regulatory Requirements, Dodd-Frank, Delta One, Analytics, Derivatives, Counterparty Risk, Contract Negotiation, Capital Markets, Funding, Swaps, GMRA, Margin, Finance, Hedge Funds, Clearing, Credit Derivatives, Equity Derivatives
Education
University of Chicago 2005 — 2007
Master of Business Administration (MBA), Analytic Finance
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor's degree, Economics
Active International October 2005 - Present
UrbanAmerica, L.P. May 2003 - October 2005
First Evergreen June 1998 - April 2003
Lehman Brothers June 1992 - June 1998
Bear Stearns May 1988 - May 1992
Skills
Asset Management, Real Estate Transactions, Real Estate Development, Real Estate Finance, Real Estate Investment, Corporate Trade..., Real Estate..., Contract Negotiation, Contract Review, Financial Modeling, Financial Analysis, Sales Process, Sales Management, Disposition, Real Estate Acquisitions, Investment Properties, Real Estate Economics, Corporate Real Estate, Commercial Real Estate, Property Management, Business Planning, Selling, Budgets, Valuation, Property, Sales, Dispositions, Real Estate, Negotiation, Acquisitions, Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
BA, Economics
Bergen Catholic High School 1980 — 1984
Deutsche Bank July 2015 - Present
Citigroup March 2011 - July 2015
Barclays Capital October 2008 - March 2011
Lehman Brothers June 2003 - October 2008
Skills
Trading Systems, Low Latency, Sybase, Electronic Trading, TIBCO Rendezvous, Equities, Fixed Income, Derivatives, JMS, Equity Derivatives, TIBCO, Capital Markets, Investment Banking, Spring, Java, Perl
Education
Rutgers University-New Brunswick 2000 — 2004
Bachelor of Science, Computer Science
The Seaport Group January 2011 - Present
Wind Rose Holdings January 2010 - December 2010
The Eden Club June 2008 - December 2010
Oak Ridge Asset Management March 2008 - December 2010
The Trump Organization January 2002 - March 2007
Cooper Downs Development January 1998 - February 2002
Nationsbank Montgomery Secuities January 1997 - August 1998
Lehman Brothers January 1995 - December 1996
Salomon Brothers January 1988 - January 1994
Skills
Due Diligence, Management, Mergers, Asset Managment, Private Equity, Sales, Start-ups, Mergers & Acquisitions, Marketing, Investments, Finance, Corporate Development, Commercial Real Estate, Real Estate, CRM, Asset Management, Negotiation, New Business Development, Golf, Strategic Leadership, Valuation, Communication, Business Process, Marketing Strategy, Bonds, Business Development, Investment Banking, Ethics, Strategic Planning, Mutual Funds, Financial Services
Education
Ripon College 1978 — 1982
BNY Mellon September 2015 - Present
Prospect 33 August 2014 - September 2015
BNY Mellon February 2013 - August 2014
Flounder Brewing Co. July 2011 - February 2013
Ridge Clearing and Outsourcing Solutions March 2007 - July 2011
Lehman Brothers October 2000 - February 2007
Brown Brothers Harriman July 1999 - September 2000
Skills
Settlement, Corporate Actions, Back Office, Equities, Trading Systems, Fixed Income, Securities, Outsourcing, Management, PMO, Trading, Project Management, Account Reconciliation, Business Analysis, Financial Risk, Vendor Management, DTC, Relationship Management, Microsoft Excel, Leadership, Change Management, Operations Management, Process Improvement, Offshoring, Settlements, Customer Relations, ADP, Reconciliation, Excel, Reconciliations, Risk, Staff Mentoring, Reorganization, Broadridge ICS, Broadridge BTS, Broadridge BPS, Proxy Voting, ADR Conversions, 144A Conversions, BCP, SLA, WSP, Business Process..., Business Requirements, Business Process..., Operational Risk, iGrafx, FATCA, Program Management
Education
Rutgers University – Camden 2012 — 2014
Master of Business Administration (M.B.A.), 3.82
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
BA, Economics, 3.36
Clifton High School 1989 — 1993
Versicon Consulting March 2010 - Present
Chase August 2013 - June 2014
Amplify October 2011 - January 2013
UBS August 2010 - July 2011
EMC Consulting September 2006 - March 2010
Credit Suisse September 2009 - February 2010
EMC Computer Systems March 2009 - September 2009
Dun and Bradstreet September 2007 - February 2009
Marsh & McLennan Companies, Inc. February 2007 - August 2007
Lehman Brothers September 2006 - February 2007
Skills
Program Management, Vendor Management, Strategy, Business Analysis, CRM, Project Management, Business Process, Integration, Management Consulting, Process Improvement, Management, Cyber-security, SaaS, Cyber Operations, Cyber Defense, PMO, Leadership, Enterprise Software, Consulting, Team Building, Project Portfolio..., Cloud Computing, Project Coaching, Salesforce.com, Training, Analytics, Software Development, Digital Asset Management, Requirements Analysis, Executive Management, Start-ups, Business Development, Information Technology, Business Intelligence, Team Leadership, Data Warehousing, Business Process..., Databases, Business Process..., Cross-functional Team..., Mobile Devices, Business Transformation, Enterprise Architecture, Analysis, SharePoint, SDLC, IT Strategy, Outsourcing
Education
Rutgers Graduate and Professional School
Graduate Studies, Ag Economics
Rutgers University
BS, Agribusiness and Economics
Federal Management System, Inc. October 2012 - Present
CC&C Management Services LLC February 2011 - September 2011
HRE,Inc April 2005 - November 2010
City of New York December 2003 - April 2005
Metropolitan Telecomunications (MetTel) March 2003 - February 2004
Lehman Brothers December 1998 - March 2002
Skills
JCL, COBOL, Mainframe, CICS, VSAM, Microsoft Office, TSO, DB2, IBM Mainframe, Project Management, Troubleshooting, Visio, Telecommunications, Management, Databases, Business Analysis, Software Development, Oracle, Program Management, Leadership, SDLC, MS Project, Software Project..., Software Documentation, Testing
Education
Rochester Institute of Technology 1990 — 1994
BS, Information Systems
Trinity-Pawiling 1986 — 1990
Phillipa Schulyer 1984 — 1986
Wells Fargo Securities April 2011 - Present
Credit Suisse July 2010 - April 2011
Cushman & Wakefield April 2009 - July 2010
Lehman Brothers March 2007 - October 2008
Prudential Financial October 2005 - February 2007
Kansas City Royals June 2004 - September 2005
Education
Rutgers University-New Brunswick 2000 — 2004
B.S., Finance
Merrill Lynch August 2010 - Present
RegentAtlantic Capital, LLC 2009 - 2010
BT Alex.Brown Securities Inc. 1995 - 1999
Lehman Brothers 1989 - 1995
First Interstate Bank, Ltd. 1984 - 1989
Morgan Guaranty Trust Co. 1980 - 1984
Skills
Asset Allocation, Series 7, Fixed Income, Wealth Management, Investments, Asset Managment, Portfolio Management, Finance, Securities, Equities, Mutual Funds, Financial Services, Strategic Financial..., Investment Strategies, Alternative Investments, Financial Planning
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Certificate, Career Comeback Program
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
MBA, Finance
Rutgers University-New Brunswick 1976 — 1980
BA, Business Administration
University School of Jackson July 2013 - Present
Island Pacific Academy July 2005 - June 2013
E.E. Ford NAIS Fellowship for Aspiring Heads February 2010 - January 2011
HELP Fellowship 2011 - 2011
Bank of Hawaii October 2003 - June 2005
Lehman Brothers January 2001 - May 2004
Fleet Bank June 1997 - December 2000
Beneficial Finance March 1993 - April 1997
US Army March 1989 - March 1993
Skills
Credit, Risk, Budgeting, Strategic Planning, Loans, Investment Banking, Mortgage, Real Estate, Business Strategy, Product Development, Analysis, Executive Management, Small Business, Due Diligence, Commercial Banking, Budgets, Project Planning, Leadership Development, Leadership, Training, Management, Team Building, Mortgage Lending, Financial Risk, Program Management, Business Planning, Contract Negotiation, Fundraising, Marketing, Nonprofits, Negotiation, Recruiting, Strategy, Banking, Management Consulting, Entrepreneurship, Staff Development, Business Development, Mergers
Education
Rider University 1998 — 2000
MBA, International Business
Tusculum College 1983 — 1987
B.S. ed, Education
Barclays Capital March 2012 - Present
Barclays Capital November 2008 - March 2012
Lehman Brothers June 2002 - November 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Valuation, Financial Modeling, Corporate Finance
Education
Rutgers University 1998 — 2002
BS Finance, BA Economics (Dual Major)
University of Melbourne 2000 — 2000
Study Abroad Program
Somerville 1994 — 1998
Options Group March 2010 - Present
TheStreet.com June 2008 - July 2009
RiverEdge Capital 2005 - 2007
Banc of America Securities 2004 - 2005
Lehman Brothers 2001 - 2004
Skills
Hedge Funds, Equities, Fixed Income, Emerging Markets, Investment Banking, Capital Markets, Equity Research, Valuation, Trading, Private Equity, Financial Markets, Financial Modeling, Compensation & Benefit, Compensation Structures, Global Compensation, Compensation Strategies, Expert Witness
Education
Rutgers University-New Brunswick 1993 — 1997
Liberty Mutual Insurance May 2015 - Present
Barclays Investment Bank September 2008 - December 2014
Lehman Brothers May 2006 - September 2008
Skills
Management, Team Leadership, Investment Banking
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Rutgers University-New Brunswick 2000 — 2004
Bachelor's degree, Economics
JPMorgan Chase & Co. July 2015 - Present
Jefferies May 2014 - July 2015
Barclays September 2011 - May 2014
Barclays August 2009 - August 2011
Lehman Brothers May 2008 - August 2008
L'Oréal May 2007 - August 2007
Skills
Change Management, Internal Controls, Investment Banking, Risk Management, Financial Risk, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
B.S., Finance
PwC 2013 - Present
General Systems Group USA May 2009 - 2013
UBS Investment Bank 2006 - 2009
Lehman Brothers 2004 - 2006
Skills
Outsourcing, Strategy, Management Consulting, Business Development, Strategic Sourcing, Contract Negotiation, Financial Analysis, Vendor Management, Strategic Planning, Account Management, Process Improvement, Business Process, Project Management, ERP, Entrepreneurship, Financial Services, Consulting, Executive Management, Risk Management, Financial Modeling, Start-ups, IT Strategy, Pricing Strategy, Six Sigma, Business Planning, Product Marketing, Professional Services, Offshoring, Due Diligence, Finance, Team Leadership, Negotiation, Governance, Business Strategy, Banking, KYC - Client Onboarding, Shared Services Setup, Banking Utilities Setup, Digital Strategy, BPO, ITO, KPO, Regulatory, Data..., Management
Education
Schiller International University, Heidelberg 1992 — 1994
Master of Business Administration (MBA), MBA
Rowan University 1986 — 1991
Bachelor of Arts (B.A.)
Lowenstein Sandler LLP March 2015 - Present
Lerner, David, Littenberg, Krumholz & Mentlik, LLP September 2011 - March 2015
U.S. Court of Appeals for the Third Circuit August 2010 - December 2010
New York City Law Department June 2010 - August 2010
Rutgers Law Review 2009 - 2010
New Jersey Office of Attorney General May 2009 - July 2009
Lehman Brothers August 1994 - June 2008
AT&T Bell Laboratories August 1991 - July 1994
Skills
Patent Prosecution, Patent Litigation, Intellectual Property, Software Development, Software Project..., Legal Writing, Legal Research, Patents
Education
Rutgers University School of Law - Newark 2008 — 2011
JD, Intellectual Property Law
Stony Brook University
MS / BS, Computer Science
Aja Ichi, Inc. January 2008 - Present
BNP Paribas 2006 - 2008
Lehman Brothers 2001 - 2006
Education
Rutgers University
B.S., Economics
Institutional Cash Distributors March 2015 - Present
Charles Schwab June 2012 - March 2015
BNY Mellon September 2009 - April 2012
Morgan Stanley January 2009 - September 2009
Lehman Brothers September 2006 - September 2008
Skills
Fixed Income, Equities, Derivatives, Securities, Mutual Funds, Corporate Actions, Alternative Investments, Bonds, Bloomberg Terminal, Options, Valuation, Financial Modeling, Credit Derivatives, Capital Markets, Municipal Bonds, Account Reconciliation, Master Data Management, Series 7, Asset Allocation, Swaps, Trading, Series 63, Interest Rate..., Trading Systems, Risk Management
Education
Roger Williams University 2002 — 2006
BS, Business Administration
Kaceyco, LLC January 2011 - Present
Morgan Stanley Smith Barney January 2011 - August 2012
Lehman Brothers 2005 - 2007
UBS Wealth Management August 2000 - September 2005
UBS Wealth Management (Formerly PaineWebber Inc.) June 1995 - August 2000
UBS Wealth Management (Formerly PaineWebber Inc.) January 1993 - June 1995
UBS Wealth Management (Formerly PaineWebber Inc.) June 1988 - January 1993
Skills
SDLC, Quality Assurance, Business Analysis, Project Management, Testing, Integration, Vendor Management, Software Quality..., Management, Business Process, Software Project..., Requirements Analysis, Process Improvement, SharePoint, Training, PMO, Business Requirements, Process Engineering, Project Coordination, Offshoring, Financial Markets, IT Strategy, Resource Management, Risk Management, Requirements Gathering, User Experience, PMP, User Acceptance Testing, Software Documentation, Business Process..., Data Conversion, Social Media Marketing, Microsoft Project, Program Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1992
Bachelor's, Economics
Accountemps. A Robert Half Company January 2015 - July 2015
Barclays Investment Bank March 2009 - July 2011
Lehman Brothers 2008 - 2008
Siemens Financial Services 2007 - 2008
Education
Rutgers Business School 2004 — 2008
Bachelor's degree, Finance
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science (B.S.), Finance Degree Rutgers Business School
Microsoft July 2010 - Present
Barclays Wealth September 2008 - August 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2005 - 2007
Lehman Brothers 1992 - 2005
Credit Suisse First Boston 1986 - 1992
Skills
Market Data, Project Management, Financial Services, Program Management, Sales, Training, Risk Management, IT Strategy, Vendor Management, SDLC, Portfolio Management, IT Management, Quality Assurance, Business Analysis, Leadership, Management, Trading Systems, Capital Markets, Business Intelligence, Strategy, Integration, Mergers & Acquisitions, CRM, Investment Banking, Fixed Income, Equities, Asset Management, Information Technology
Education
Rutgers University-New Brunswick
BA, Economics
Amazon September 2013 - January 2014
Parity Energy, Inc March 2012 - November 2012
Financial Industry Regulatory Authority September 2011 - January 2012
TradingScreen March 2011 - July 2011
Privamed March 2010 - March 2011
Lehman Brothers June 2007 - August 2007
Computer Associates, Inc February 2006 - August 2006
Intel September 2004 - March 2005
Skills
Java, Testing, Design Patterns, Perl, C++, Java Enterprise Edition, Subversion, XML, Eclipse, Unix, MySQL, JavaScript, Git, Linux
Education
Rochester Institute of Technology 2003 — 2010
B.S./M.S. of Science, Computer Science
Rochester Institute of Technology
Bachelor of Science (B.S.), Computer Science
Rochester Institute of Technology
Master's Degree, Computer Science
Google March 2011 - January 2014
Rochester Institute of Technology October 2006 - March 2011
Truviso, Inc. December 2008 - May 2009
UBS Wealth Management June 2008 - August 2008
Lehman Brothers May 2007 - August 2007
Education
Rochester Institute of Technology 2006 — 2011
Combined Bachelor's/Master's in Science, Computer Science, 3.56
Monte Entertainment August 2014 - Present
Monte Entertainment August 2014 - Present
HMS October 2012 - June 2014
TD April 2002 - September 2012
Lehman Brothers April 2000 - April 2002
Skills
Management, Customer Service, Administrative..., Microsoft Excel, Outlook, Time Management, Banking, Loans, Credit, Data Entry, Microsoft Word, PowerPoint, Deposits, Access, Financial Analysis, Lotus Notes, Consumer Lending, Microsoft Office, Retail Banking, Commercial Banking, Facilities Operations, Live Events, Social Media Marketing, Instagram, Twitter, Facebook, Facilities Management
Education
Burlington County College
Elementary Education and Teaching
Greenberg Traurig, LLP April 2015 - Present
SRZ June 2004 - April 2015
Deutsche Bank 2003 - 2004
Merrill Lynch January 1998 - January 2001
Lehman Brothers January 1997 - January 1998
Skills
Securities Regulation, Corporate Law, Corporate Governance, Legal Writing, Securities, Litigation, Intellectual Property, Legal Research, Cross-border..., Joint Ventures, Commercial Litigation, Civil Litigation, Private Equity, Derivatives, Hedge Funds, ISDA, Prime Brokerage, Structured Products, Dodd-Frank, Fixed Income, Equity Derivatives, Structured Finance, Equities, Credit Derivatives, Securities Lending, Risk Management, Commodity, FX Options, Investments, Foreign Exchange, Due Diligence, Capital Markets, Financial Regulation, Legal Compliance, Electronic Trading, Legal Advice, Private Placements, Credit Risk, Corporate Finance, Dispute Resolution, Project Finance, Credit, FINRA, Investment Banking, Alternative Investments, Broker-Dealer, Fund Of Funds, Financial Institutions
Education
ISDA seminar 2003 — 2014
Dodd Frank Act, Understanding all effects on swap trading community.
Rutgers University School of Law - Newark 1999 — 2003
JD, Finance, Derivatives
New York University - Leonard N. Stern School of Business 1993 — 1997
Bachelor of Arts (BA), Finance, International Business
The Caldwell Partners International July 2010 - Present
Heidrick & Struggles November 2006 - July 2010
Highland Partners February 2005 - November 2006
The Home Depot 2004 - 2005
Own Recruitng Business 2002 - 2004
Korn Ferry International 1992 - 2002
Morgan Stanley 1988 - 1991
Lehman Brothers December 1982 - November 1987
Skills
Executive Search, Sourcing, Management, Talent Acquisition, Strategic Planning, Talent Management, Leadership Development, Onboarding, Recruiting, Marketing Strategy, Performance Management, Succession Planning, Organizational..., Human Resources
Education
Roanoke College 1978 — 1982
BA, Economics
Cushman and Wakefield November 2014 - Present
Barclays Investment Bank July 2012 - November 2014
Barclays Capital July 2009 - July 2012
Lehman Brothers June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Finance, Fixed Income, Financial Analysis, Analysis, Financial Modeling, Leadership, Derivatives, Capital Markets, Equities, Microsoft Office
Education
Rider University 2005 — 2009
Bachelor of Science in Business Administration, Finance
BIDS Trading June 2007 - Present
UBS Wealth Management February 1999 - June 2007
Lehman Brothers February 1992 - February 1999
Skills
Equities, Trading Systems, Electronic Trading, Hedge Funds, Equity Trading
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
Rutgers University-New Brunswick
B.A., Economics
Fidelity Investments January 2007 - Present
Wachovia March 2004 - December 2006
Lehman Brothers May 1996 - March 2004
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1995
MBA, Information Systems
Rutgers University-New Brunswick 1989 — 1993
B.S., Computer Science
Rodan + Fields Dermatologists May 2014 - Present
Elizabeth Board of Education 2002 - 2005
Ernst & Young September 1999 - November 2002
Lehman Brothers September 1998 - September 1999
Education
Rutgers University-New Brunswick 1994 — 1998
Bachelor's Degree, History/Psychology
University of Pennsylvania April 2008 - Present
CalSTRS Alternative Investments April 2004 - April 2008
SinoPac Securities April 2003 - April 2004
Lehman Brothers November 2000 - May 2002
Credit Suisse First Boston August 1999 - October 2000
Roberston, Stephens & Co. June 1996 - July 1997
Arthur Andersen November 1994 - June 1996
Skills
Alternative Investments, Asset Management, Asset Managment, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investments, Mergers, Portfolio Management, Private Equity, Valuation, Venture Capital
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA
Rochester Institute of Technology 1989 — 1992
BSc
Hartree Partners Senior Vice President - EMEA FICC COOMacquarie GroupJanuary 2013 - June 2015
LAMCO LLC May 2010 - December 2012
Lehman Brothers (in Administration) August 2009 - June 2010
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2007 - September 2008
Lehman Brothers April 2006 - June 2007
Lehman Brothers May 2004 - April 2006
Commerzbank February 2000 - April 2004
BNY Mellon February 1998 - January 2000
Skills
Commodity, Vendor Relationships, Derivatives, Fixed Income, Capital Markets, Equities, Trading, Options, Middle Office, Credit Derivatives, Investment Banking, Trading Systems, Valuation, Hedge Funds, FX Options, Back Office, Swaps, Interest Rate..., Financial Markets, Hedging, Bonds, Rates, Financial Modeling, Collateral Management, Commodity Markets, Market Data, Settlement, Product Control, Financial Services, Portfolio Management, Structured Products, Equity Derivatives, Structured Finance, Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BA, Economics
Bergen Catholic 1989 — 1993
Cayo Systems, Inc. September 2011 - May 2012
Adobe Systems January 1999 - February 2010
Northrop Grumman January 1993 - May 1998
Lehman Brothers July 1988 - July 1991
Skills
Software Engineering, C++, C, Computer Science, Visual Studio, OOP, Xcode, Mobile Applications, Flex, Windows, Mac, Team Leadership, Illustrator, ActionScript, VTune, Shark, Perforce
Education
Stanford University 1996 — 1998
MS
Roosevelt University 1989 — 1992
MS
University of Illinois at Urbana-Champaign 1984 — 1987
Lehman Brothers July 2001 - Present
Credit Suisse First Boston October 1999 - July 2001
Education
Robert Morris University - Illinois 1997 — 2000
Citigroup/ Lava Trading December 2003 - Present
Lehman Brothers January 2002 - January 2003
DLJ/CSFB April 1989 - January 2003
Education
Rutgers Business School
Goldman Sachs May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers October 2005 - September 2008
PriceWaterhouseCoopers February 1998 - October 2005
Skills
Investment Banking, Equities, Human Resources, Vendor Management, Business Analysis, Business Process..., SDLC, Change Management, Mergers & Acquisitions, HRIS, Strategy, Program Management, Outsourcing, Talent Management, PeopleSoft, Integration, Financial Services, Business Transformation, PMO, IT Strategy, Consulting, Risk Management, Business Process, Requirements Gathering, Project Portfolio..., Management Consulting, Organizational Design, Process Improvement, Business Intelligence
Education
Rutgers, The State University of New Jersey-New Brunswick
Merrill Lynch April 1997 - Present
Lehman Brothers 1994 - 1997
Lanyi Reseach, A Division of Landenburg Thalmann & Co. Inc 1991 - 1994
Skills
Electronic Trading, Trading Systems, Production Support, Equities, Sybase
Education
Rutgers University-New Brunswick 1987 — 1991
Clayton March 2009 - Present
GMAC ResCap June 2005 - March 2009
Lehman Brothers June 1998 - June 2005
GMAC Mortgage June 1996 - June 1998
PaineWebber 1986 - 1996
Skills
Mortgage Banking, Valuation, Mergers, Mortgage Servicing, Investment Banking, Mortgage Lending, Banking, Securitization, MBS, Capital Markets, Portfolio Management, Loan Servicing, Mergers & Acquisitions, Credit, Leadership, Risk Management, Structured Finance, Loans, Executive Management, Asset Management, Credit Analysis, Financial Services, Fixed Income, Real Estate, Hedge Funds, Credit Risk, Financial Structuring
Education
Seton Hall University 1985 — 1988
MBA, Finance
Rutgers University-New Brunswick 1981 — 1985
BA, Economics & English
Hudson Catholic HS
Hudson Catholic HS
Hudson Catholic HS
Water Street Capital February 2009 - Present
Chelsea Technologies March 2006 - February 2009
Lehman Brothers September 1998 - March 2006
Skills
Hedge Funds, Disaster Recovery, Trading Systems, Electronic Trading, Equities, Trading, Asset Management
Education
Rutgers University-New Brunswick 1993 — 1997
Federated Clover Investment Advisors March 2002 - Present
Monroe Securities December 2000 - March 2002
Manning and Napier Advisors 1999 - 2000
Lehman Brothers 1996 - 1998
Skills
Equities, Bloomberg, Equity Research, Equity Trading, Hedge Funds, Valuation, Investments, Fixed Income, Asset Allocation, Asset Managment, Financial Analysis, Securities, Investment Strategies, Portfolio Management, Asset Management, ETFs, Financial Services, Trading, Mutual Funds, Capital Markets
Education
Rochester Institute of Technology 2010 — 2012
MBA, Business, 3.61
Skidmore College 1989 — 1993
Bachelor of Arts (B.A.), Business/Government
Pittsford Mendon
Jefferies May 2014 - Present
Citi August 2009 - May 2014
Barclays Capital April 2008 - August 2009
Lehman Brothers March 2003 - April 2008
Skills
Management, Fixed Income, Equities, Derivatives, Capital Markets, Investments, Investment Banking, Prime Brokerage, Risk Management, Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BSc)
Perficient 2014 - Present
Wolters Kluwer 2013 - 2014
Lehman Brothers 2001 - 2012
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Accounting
Rutgers University-New Brunswick 1997 — 2001
BS & BA, Economics, Management Science & Information Systems
imortgage March 2015 - Present
JPMorgan Chase September 2009 - March 2015
Lehman Brothers 2000 - 2007
BNC Motgage October 2000 - March 2002
Skills
Credit, Mortgage Lending, Mortgage Banking, Sales Management, Banking, Underwriting, Credit analysis, FHA, Refinance, Loan originations, Investment Properties, Loans, Sales, Analysis, Data Analysis, Credit Risk, Customer Service, Time Management, Consumer Lending, Non-Conforming, Credit Analysis
Education
Rio Salado College
ICAP May 2015 - Present
Bank of New York Mellon Global Markets April 2012 - May 2015
Pershing LLC February 2006 - March 2012
eSpeed April 2005 - February 2006
Fidelity Capital Markets January 1999 - January 2005
Barclays Capital Markets January 1996 - January 1999
Lehman Brothers January 1986 - January 1996
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts (BA) Rutgers College, Economics
Barclays Capital 2008 - Present
Lehman Brothers August 2007 - September 2008
Lehman Brothers 2007 - 2008
Banc of America Investments 2004 - 2007
Merrill Lynch Bank 1998 - 2002
Merrill Lynch 1997 - 2002
Banc One Financial 1995 - 1996
Skills
Fixed Income, Trading, Capital Markets, Financial Modeling, Derivatives, Equity Derivatives, Hedge Funds, Credit Derivatives, Interest Rate..., Bloomberg, Equities, Investment Banking, Risk Management, Structured Products, CDS, Middle Office, Trading Systems, Swaps, Prime Brokerage
Education
Rowan University 1990 — 1995
Lehman Brothers March 2003 - Present
Education
Rutgers University-New Brunswick 1998 — 2000
Lehman Brothers June 2007 - Present
AXA Equitable, LLC 2004 - 2007
Education
Rutgers University-New Brunswick
e-Management February 2015 - Present
e-Management July 2014 - Present
Mylan July 2012 - July 2014
APCO Worldwide March 2010 - July 2012
Dow Jones June 2008 - March 2010
Albridge, an Affiliate of Pershing 2008 - 2008
BlackRock June 2004 - May 2007
Lehman Brothers 2007 - 2007
Skills
Social Media, Event Planning, Administrative..., Proposal Writing, Access, Marketing Research, Nonprofits, Media Relations, Public Relations, New Business Development, Public Policy, Marketing Communications, Crisis Communications, Business Development, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS)
Larry Kahn Real Estate, Inc. August 2012 - Present
Panache Resources 2006 - Present
Merrill Lynch 2002 - 2006
Deutsche Bank 1998 - 2002
Lehman Brothers 1996 - 1998
Education
Rowan University 1984 — 1989
Citigroup 2007 - Present
Lehman Brothers September 2004 - September 2007
Thomson Financial 2002 - 2004
Encompys, Accenture Venture 2001 - 2002
Accenture 1998 - 2001
ADP 1996 - 1998
Skills
Strategic Planning, Management Consulting, Acquisition Integration, Program Management, PMO, Contract Management, Vendor Management, Financial Control, Financial Management, Business Transformation, Operational Risk..., Process Improvement, Project Portfolio..., Project Implementation, SDLC, Managerial Finance, Business Process..., Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA, Economics-Finance, Computer Science Minor
Barclays February 2014 - Present
Barclays September 2008 - February 2014
Lehman Brothers January 2007 - September 2008
Lehman Brothers April 2003 - January 2007
Skills
Financial Research, Records Management, Training, Knowledge Management, Outsourcing, Vendor Management, Information Management, Project Management, Financial Services, Strategic Planning, Business Intelligence, Change Management
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Economics
Rutgers, The State University of New Jersey-New Brunswick
MLIS, Library and Information Science
JPMorgan September 2009 - Present
Lehman Brothers 1999 - 2003
Lehman Brothers 1999 - 2003
Education
Royal Holloway, University of London 1996 — 1999
BSc, Computer Science
Interactive Data May 2008 - Present
Lehman Brothers August 2000 - January 2008
Skills
Fixed Income, Portfolio Management, Trading, MBS, Management, Sales, Capital Markets, Derivatives, Equities, Bloomberg, Securities, Financial Markets, Bonds, Hedge Funds, Market Data
Education
Rutgers University-New Brunswick 1996 — 2000
Wayne Valley High School
Pershing (in transition) September 1998 - 2008
Lehman Brothers 1992 - 1996
Education
Rutgers University-New Brunswick 1975 — 1979
B.S., Accounting/Economics
Rutgers, The State University of New Jersey-Newark 1975 — 1979
Clifton High School 1972 — 1975
ServiceNow September 2011 - Present
NYSE Euronext June 2009 - August 2011
Barclays Capital December 2008 - June 2009
Lehman Brothers 2006 - December 2008
Lehman Brothers September 2006 - September 2008
Column Technologies March 2005 - September 2006
Skills
IT Service Management, ITIL, Service Management, Service Desk, Business Analysis, Incident Management, Problem Management, IT Strategy, Leadership, Project Delivery, Service-Now, Infrastructure, Service Delivery, Consulting, Change Management, Enterprise Architecture, Outsourcing, Vendor Management, IT Management, Configuration Management, PMO, Business Continuity, Data Center, Disaster Recovery
Education
Rutgers University-New Brunswick
JPMorgan Chase 1996 - 2003
JP Morgan Chase 1995 - 2003
Lehman Brothers 1991 - 1996
Skills
Investment Banking, Corporate Finance, Trading, SDLC, Capital Markets
Education
Rosemont College 1987 — 1991
JLL August 2014 - Present
Citi June 2011 - 2014
Nomura November 2009 - June 2011
Barclays Capital September 2008 - December 2009
Lehman Brothers November 1999 - September 2008
Quartararro & Associates February 1999 - November 2003
HRH Construction February 1997 - 1999
Skills
Vendor Management, Project Management, Data Center, Budgets, Leadership, Strategic Planning, Facilities Management, Construction Management, Negotiation, Portfolio Management, Corporate Real Estate, Infrastructure, Executive Management, Asset Management, Investment Banking, Due Diligence, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Program Management, Contract Management, Real Estate Economics, Risk Management, Asset Managment, Securities, Project Planning, Investments, Business Continuity, IT Strategy, Contract Negotiation, Management
Education
Roger Williams University 1985 — 1989
BA, Dual Major, Archietcture & BS
Barclays Wealth and Investment Management, Americas April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers June 2007 - September 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
BS, Industrial Engineering
Lehman Brothers Reporting SpecialistLehman Brothers Small Business Finance2007 - 2008
Lehman Brothers Bank 2007 - 2008
Education
Riverside City College 2008 — 2008
AS, Computer Programming
Goldman Sachs July 2012 - Present
Goldman Sachs December 2007 - June 2012
Goldman Sachs March 2003 - December 2007
Lehman Brothers June 2000 - March 2003
Kibbutz Shefayim 1996 - 1998
Bank Leumi 1994 - 1996
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Prime Brokerage, Bloomberg, Equity Derivatives, Derivatives, Credit Derivatives, Capital Markets, Fund Of Funds, Middle Office, Structured Products, Investment Management, Fund Administration, Asset Managment, Financial Markets, Trading Systems, Mutual Funds, Investments, Swaps, Options, Financial Modeling, Investment Banking, Securities, Due Diligence, FX Options, Trading, Private Equity, Valuation, Equity Trading, Electronic Trading, mutual fund
Education
Rutgers University-New Brunswick 1999 — 2001
Bachelor's Degree, Major: Finance, Minor: Statistics
Bank of America January 2000 - Present
BDO Seidman 1998 - 1999
Finova Capital 1995 - 1997
Lehman Brothers 1994 - 1994
Creditek Corporation 1991 - 1994
Wells Fargo Century 1987 - 1991
CIT 1984 - 1987
Times Mirror Broadcasting 1981 - 1984
KPMG Peat Marwick 1975 - 1980
Skills
Commercial Banking, Middle Market, Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Finance, Factoring, Small Business Lending, Lines Of Credit, Portfolio Management, Credit Risk, Capital Markets, Structured Finance, Cash Management, Cash Flow Lending, Treasury Management, Financial Structuring, Asset Managment, Wealth Management, Credit, Financial Services, Financial Risk, Mergers & Acquisitions, Banking, Due Diligence, Loan Origination, Tax Preparation, Income Tax, Tax, Auditing, Internal Audit, German, Underwriting, Corporate Finance, Commercial Mortgages, Syndications, Funding, Trade Finance, Leveraged Finance, Investment Banking, Commercial Finance, Private Equity, Asset Management, Securitization, Valuation, Risk Management, Financial Modeling, Structured Products, Fixed Income
Education
Rutgers Graduate School of Management 1974 — 1975
Master of Business Administration (M.B.A.), Professional Accounting
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1974
Bachelor of Arts (B.A.), Mathematics
Clifton High School
Neuberger Berman June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers February 2007 - September 2008
Lehman Brothers September 2005 - February 2007
Whitestone Communications June 2004 - August 2004
Skills
Equities, Fixed Income, Investment Banking, Bloomberg, Derivatives, Capital Markets, Analysis, Finance, Financial Modeling, Securities, Financial Analysis
Education
University of North Carolina at Chapel Hill 2002 — 2005
Economics & International Studies, Economic Theory & Policy, International Economic Development, Financial Markets, Accounting
Rutgers Business School
Carl Marks Advisors 2005 - Present
RBS Greenwich Capital 2003 - 2005
Lehman Brothers 1998 - 2003
Meyercord Advisors, Inc. 1994 - 1997
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Science (BS), Finance, General
Barclays Investment Bank September 2008 - Present
Lehman Brothers 2006 - 2008
Bloomberg LP 2000 - 2006
Bloomberg LP 1996 - 2000
Skills
Series 63, Fixed Income, Equities, Market Data, Trading Systems, Low Latency, Portfolio Management, Derivatives, Equity Research, Equity Trading, Credit Derivatives, Trading, Bloomberg, Electronic Trading, Financial Markets, Hedge Funds, Asset Management, Financial Risk, Options, Commodity, Investments, Capital Markets, Hedging, FX Options, Equity Derivatives, Series 7
Education
Rutgers University-New Brunswick 1992 — 1997
BS, Finance
Morgan Stanley January 2014 - Present
Barclays Capital March 2011 - January 2014
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2007 - September 2008
Skills
Equities, Market Data, J2EE, Business Analysis, SQL, Java Enterprise Edition, SDLC, Unix, Sybase, Software Project..., Requirements Gathering, Oracle, Trading Systems
Education
Rutgers University-New Brunswick 2003 — 2007
BS, Computer Science
JPMorgan Chase April 2014 - Present
Barclays Investment Bank 2011 - April 2014
Barclays Investment Bank 2008 - 2011
Brainspiral Technologies September 2006 - March 2008
Lehman Brothers June 2007 - 2008
Drury Public High School September 2006 - June 2007
Drury Public High School September 2002 - August 2006
Education
Rochester Institute of Technology 2006 — 2008
MS, Information Technology
Williams College 1996 — 2000
BA, Political Science
BMO Harris Bank October 2012 - Present
GE Capital Franchise Finance January 2012 - October 2012
Tavistock Group August 2009 - October 2011
GE Capital Franchise Finance February 2008 - August 2009
Merrill Lynch Capital September 2006 - February 2008
CNL Restaurant Properties, Inc. 2002 - 2006
Lehman Brothers 1999 - 2002
Education
Rutgers University
BS, Economics/Finance Concentration
CIT Group January 2014 - Present
The CIT Group 2009 - Present
Lehman Brothers April 2004 - December 2008
Lehman Brothers (New York, NY) 1992 - 2008
Lehman Brothers August 1998 - April 2004
Bankers Trust July 1987 - November 1992
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
Amherst Holdings June 2015 - Present
Barclays Capital September 2008 - March 2015
Lehman Brothers November 2003 - September 2008
Skills
ABS, Derivatives, Structured Products, Trading, MBS, Securities, CDO, Prime Brokerage
Education
Rutgers University-New Brunswick 1999 — 2003
BA, Economics
AEA Investors LP 2008 - Present
Pridemark Paramedic Services LLC December 2008 - Present
Lehman Brothers September 2003 - August 2008
The Carlyle Group April 2002 - August 2003
Credit Suisse First Boston May 1997 - January 2002
Chase Securities Inc. May 1994 - May 1997
Stephen J. Cannell Productions, Inc. June 1989 - August 1993
Skills
Private Equity, Leveraged Finance, Corporate Finance, Credit Analysis, Mezzanine, High Yield, Capital Markets, Investment Banking, Alternative Investments, Valuation, LBO, Structured Finance, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
Rotterdam School of Management, Erasmus University
International Finance, International Management Program
University of Southern California
BS in Business Administration, Finance
Regis Jesuit High School
Goldman Sachs October 2011 - Present
Credit Suisse December 2010 - April 2011
Louis Dreyfus Highbridge Energy November 2010 - December 2010
Louis Dreyfus Highbridge Energy September 2009 - October 2010
Barclays Capital September 2008 - September 2009
Lehman Brothers January 2008 - September 2008
Lehman Brothers April 2006 - December 2007
Misys Banking Systems May 2005 - April 2006
Summit Systems October 2002 - May 2005
RandomWalk January 2000 - October 2002
Skills
Derivatives, Trading Systems
Education
Rutgers University-New Brunswick
Lehman Brothers March 2002 - September 2008
Merrill Lynch 2000 - 2001
Lebenthal & Co. 1999 - 2000
The Selbst Group 1997 - 1999
Hickory Associates 1991 - 1996
Morgan Stanley 1984 - 1990
Lehman Brothers 1982 - 1984
A.G. Becker, Inc 1981 - 1982
Lehman Brothers 1975 - 1981
The Chase Manhattan Bank 1970 - 1974
Skills
New Business Development, Securities, Customer Relations, Portfolio Management, Organizational..., Asset Management, Risk Management, Treasury Management, Series 7, Investments, Compliance, Valuation, Risk Mitigation, Executive Management, Credit, Process Improvement, Financial Analysis, Critical Thinking, Due Diligence, Analysis, Financial Management, Loans, Equities, Emerging Markets, Strategic Planning, Operations Management, Cross-functional Team..., Financial Planning, Mentoring, Risk Assessment, P&L, Team Building, Business Analysis, Team Leadership, Contract Negotiations, Forecasting, Business Process..., Capital Markets, Customer Service, CRM, Business Development, Asset Managment
Education
Rutgers University-New Brunswick 1962 — 1966
Bachelor of Arts, Communications
Barclays May 2012 - Present
Barclays Capital September 2008 - May 2012
Lehman Brothers 1997 - 2008
Skills
Series 99 License, Operational Risk..., Equities, Trading Systems, Middle Office, Prime Brokerage, Fixed Income, Derivatives, Equity Derivatives, Credit Derivatives, Capital Markets, Swaps, Structured Products
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor of Science (BS), Bachelor of Arts (BA), Finance, Economics, 3.9
AWAS November 2008 - Present
Lehman Brothers February 2007 - October 2008
Skadden Arps June 2003 - January 2007
Skills
Corporate Law, Legal Research, Time Management, Legal Writing, Corporate Governance, Document Review, Legal Assistance, Paralegals, Commercial Litigation, Due Diligence, Litigation Support
Education
Roger Williams University 1997 — 2001
BA, Political Science
Microsoft June 2013 - Present
Microsoft September 2009 - Present
Xerox June 2006 - February 2009
Microsoft June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Skills
Java, C#, Software Engineering, Software Development, Visual Studio, .NET, Linux, XML, Test Automation, Subversion, Software Design, Testing, C, Program Management, Software Project..., C++, Object Oriented Design, Agile Methodologies, Scrum, Strategic Leadership
Education
Rochester Institute of Technology 2004 — 2009
Masters of Science, Computer Engineering
Alfred-Almond Central School
Barclays Capital July 2009 - Present
Goldman Sachs January 2004 - March 2009
JP Morgan Chase January 2003 - January 2004
Lehman Brothers September 1995 - January 2003
Citibank September 1994 - September 1995
Alliance Capital Management January 1992 - September 1994
Mercantile Software Systems May 1990 - January 1992
Skills
Electronic Trading, Trading Systems, Investment Banking, Prime Brokerage, Hedge Funds, Unix, Derivatives, Sybase, Market Data, Fixed Income, Equities, Capital Markets, Disaster Recovery, Unix Shell Scripting, Shell Scripting, Solaris
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance/MIS
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BS, Electrical Engineering
Icb
Icb
Brown Brothers Harriman September 2014 - Present
Morgan Stanley Smith Barney August 2010 - August 2014
Barclays Wealth December 2008 - August 2010
Lehman Brothers 2006 - 2008
JPMorgan Chase September 2001 - July 2006
Skills
Performance Management, Onboarding, Talent Management, Employee Relations, Management, Leadership, Employee Engagement, Change Management, Personnel Management, Talent Acquisition
Education
Columbia University 2000 — 2002
MSSW
Rosemont College 1996 — 2000
BA, Sociology
EY July 2014 - Present
Barclays March 2013 - June 2014
Barclays Capital March 2012 - June 2014
Barclays Capital October 2009 - March 2012
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2005 - September 2008
NJEFA June 2004 - June 2005
Vanguard August 2002 - June 2004
Skills
Series 7, Series 3, Series 63, Derivatives, Equities, Financial Services, Hedge Funds, Client Services, Mutual Funds, Options, Fixed Income, Investment Banking, Capital Markets, FX Options, FINRA, Middle Office, Bloomberg, Trading Systems
Education
Rutgers University-New Brunswick 2005 — 2008
MBA, Finance
University of Delaware
Bachelor's Degree, Finance
Morgan Stanley PWM August 2008 - Present
Lehman Brothers 1999 - 2008
Skills
Series 7,3, 66, 9/10
Education
Roosevelt University
BA, Education
Nomura Securities November 2012 - Present
Barclays Capital September 2008 - November 2012
Lehman Brothers 2005 - 2008
AIG 2000 - 2005
PricewaterhouseCoopers June 1997 - January 2000
Merrill Lynch August 1995 - June 1997
Prudential Insurance Company of America September 1986 - August 1995
Skills
Risk Management, Financial Reporting, Project Management, SDLC, PMO, Vendor Management, Analysis, Financial Services, Management, Finance, Strategy, Integration, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
MBA, Finance, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1986
BA, Economics
Jacobs Levy Equity Management January 1991 - Present
Lehman Brothers August 1990 - December 1990
Education
Rutgers University-New Brunswick
BNP Paribas September 2013 - Present
NJR Energy Services April 2009 - September 2013
Lehman Brothers June 2008 - August 2008
Condor Capital Management March 2007 - May 2008
Skills
Trading, Natural Gas, Commodity, Hedging, Commodity Markets, Energy, Derivatives, Swaps, Futures, Options, Proprietary Trading, Risk Management, Financial Modeling, Spreadsheets, Commodities, Energy Trading, Arbitrage, Deal Structuring, VBA
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Economics
Morgan Stanley June 1997 - Present
Lehman Brothers 1989 - 1995
Education
Chaminade High School
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Japanese Language
University of Pennsylvania - The Wharton School
MBA, Finance, Management, Marketing
McGraw Hill Financial September 2008 - Present
Merrill Lynch 1995 - 2008
Sithe Energies April 1999 - January 2000
Lehman Brothers March 1993 - December 1995
Metallgesellschaft AG March 1987 - March 1993
Hess Corporation January 1986 - March 1987
Thomas and Betts Corp March 1984 - January 1986
Pepsi January 1982 - March 1984
Skills
Financial Analysis, Equities, Securities, AML, Financial Reporting, Financial Accounting, Cost Accounting, Compliance, Commodity Markets, Energy, Financial Services, Trading, Financial Markets, Fixed Income, Derivatives, Series 7, Asset Management, Risk Management, Equity Trading, Electronic Trading, Commodity, Financial Regulation, Hedge Funds, Due Diligence, Structured Finance, Financial Risk, Bloomberg, Corporate Finance, Alternative Investments, Vendor Management, Management, Vendor Relationships, Capital Markets, Finance, Analysis, Strategy, Strategic Planning, Marketing Strategy
Education
Rutgers University-New Brunswick 1977 — 1982
BA, Business/Accounting
Veodin January 2014 - Present
nelou 2009 - Present
Jefferies & Company September 2006 - January 2009
Putnam Lovell NBF September 2006 - July 2007
Lehman Brothers April 2006 - July 2006
Skills
Fashion, E-commerce, Microsoft Excel, Research, Teamwork, Finance, Valuation, Apparel, Trend, Styling, Textiles, Retail, Fashion Design, Market Research, Product Development, Entrepreneurship, Merchandising, Sourcing, Trend Analysis, Business Strategy
Education
University of California, Berkeley - School of Law 2005 — 2005
LLM, Law & Economics
Rotterdam School of Management, Erasmus University 2004 — 2005
LLM, Law & Economics
Università di Bologna 2004 — 2005
LLM, Law & Economics
Stellenbosch University/Universiteit Stellenbosch 2003 — 2004
BA, Philosphy & Economics
University of Bayreuth 2001 — 2004
BA, Philosphy & Economics
UBS August 2010 - Present
National Australia Bank 2007 - 2010
Willowbridge Associates Inc 1999 - 2006
Lehman Brothers 1992 - 1999
Skills
Financial Markets, Derivatives, Fixed Income, FX Options, Investment Banking, Hedge Funds, Trading Systems, Capital Markets, Equities, Bloomberg, Electronic Trading, Options, Portfolio Management, Trading
Education
Rutgers Business School 1987 — 1991
Bachelor’s Degree, Finance
Bergen Catholic HS 1984 — 1987
Bank of America July 2013 - Present
AIG December 2012 - Present
Morgan Stanley August 2006 - January 2013
Resources Global Professionals June 2003 - August 2006
Lehman Brothers May 2002 - May 2003
Deloitte September 1994 - May 2002
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Risk Management, Auditing, Accounting, Derivatives, Internal Audit, Financial Analysis, SEC filings, IFRS, Finance, Investment Banking, Fixed Income, Financial Services, Capital Markets, Sarbanes-Oxley Act
Education
Rutgers University 1990 — 1994
BS, Accounting
UBS Investment Bank January 2014 - Present
Rialto Capital Management July 2013 - October 2013
American Securities September 2012 - July 2013
Barclays Capital September 2008 - September 2012
Lehman Brothers December 2006 - September 2008
e-Plus Consulting March 2006 - August 2006
Best Buy March 2005 - April 2006
J & J Books and Coffee October 2004 - December 2004
Skills
Financial Analysis, Data Analysis, Quality Assurance, Market Research, Microsoft Office, Client Relationship..., Microsoft Excel, Microsoft Word, PowerPoint, SAP, Bloomberg Terminal, CapIQ, QuickBooks, Auditing, PeopleSoft, Accounting, CRM, Customer Service
Education
Rochester Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), International Business & Marketing
Instituto Internacional 2004 — 2004
International Business
Sidney Central High School 1998 — 2002
New York State Regents Diploma, General Studies
Barclays Capital Inc September 2008 - Present
Lehman Brothers February 1996 - September 2008
Skills
FINRA, Securities, Investment Banking, Series 7, Investments, Equities, Fixed Income, Options, Strategic Planning, Trading Systems
Education
Rutgers University
NextEd Ventures January 2011 - Present
Accretive, LLC April 2001 - January 2010
McKinsey & Company July 1998 - February 2001
Lehman Brothers December 1996 - June 1998
Skills
Venture Capital, Strategy, Private Equity, Mergers
Education
Rutgers University-New Brunswick 1991 — 1995
B.S., Finance
The Climate Corporation May 2014 - July 2015
The Climate Corporation July 2012 - May 2014
Google August 2010 - July 2012
Sweet Sams May 2009 - September 2009
Rochester Institute of Technology June 2008 - December 2008
Lehman Brothers June 2007 - August 2007
Columbia Business School 2004 - 2005
Skills
Linux, Python, Unix, System Administration, Network Security, Cloud Computing, Windows, Linux System..., Networking
Education
Dev Bootcamp 2015 — 2015
Rochester Institute of Technology 2005 — 2009
BS, Applied Networking and Systems Administration, Minor in Criminal Justice
Deutsche Bank 2014 - Present
Societe Generale 1998 - 2013
Deutsche Bank 1997 - 1998
NatWest Markets 1995 - 1997
Credit Suisse 1994 - 1995
Lehman Brothers 1992 - 1994
KPMG 1987 - 1992
Education
Business
BBA, Accountancy
Rutgers Graduate Business School
Princess House, Inc. 2011 - Present
Archard, LLC 1999 - Present
Dyno Marketing, LLC 2003 - Present
Schroders 1998 - 2000
BZW / Barclays Capital 1994 - 1998
CIBC Wood Gundy 1991 - 1994
Merrill Lynch 1987 - 1991
Lehman Brothers 1983 - 1985
Education
New York University, Stern School of Business
MBA, Finance
Rutgers University
BA, Economics
Prudential Fixed Income January 2008 - September 2013
Merrill Lynch International May 2007 - December 2007
Deutsche Bank AG October 2005 - May 2007
Citi December 2003 - September 2005
Barclays Bank PLC July 2003 - November 2003
Lehman Brothers September 2001 - July 2003
Skills
Mutual Funds, Fixed Annuities
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.)
Caravel Management LLC March 2014 - Present
Triogem Asset Management May 2008 - September 2013
Tiedemann Investment Group February 2003 - February 2008
Fortis Financial Group February 2002 - October 2002
Dresdner Kleinwort Wasserstein March 2001 - November 2001
Lehman Brothers August 1994 - February 2001
Skills
Hedge Funds, Trading, Investments, Portfolio Management, Equities, Derivatives, Options, Emerging Markets, Frontier Markets, European Markets, Latin American markets, ADRs, Financial Markets, Futures Trading, Swaps, FX Hedging, Prime Brokerage, Technical Analysis, DeMark Indicators, Gann, Trading Systems, Portfolio Management..., Electronic Trading, Valuation, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1993
Bachelor of Arts (BA), Economics