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
Dalton CRA June 2015 - Present
The Academy / Rebels Basketball Club / Mendham Township Middle School April 2009 - Present
Barclays Investment Bank March 2006 - April 2009
Lehman Brothers February 2003 - March 2006
Lehman Brothers June 1997 - January 2003
Education
Montclair State University 2009 — 2011
Elementary Education Teacher Certificate, Elementary Education and Teaching
Wesleyan University 1995 — 1997
Bachelor's Degree, Economics
Bates College 1993 — 1995
Transferred to Wesleyan, Economics
EMICS Advisors August 2014 - Present
Caiazza Consulting Group Inc. October 2010 - Present
New York Italians January 2012 - Present
Lehman Brothers Inc., In Liquidation, New York, NY September 2010 - September 2012
Lehman Brothers Inc. Trustee October 2010 - August 2012
Barclays Capital September 2008 - September 2010
Lehman Brothers January 2000 - September 2008
United States Marine Corps February 1987 - March 1991
Skills
Securities, Fixed Income, Financial Risk, Bonds, Customer Service, Risk Management, Finance, Funding, Analysis, Loans, Project Planning, Investments, Banking, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Investment Banking, Training, Problem Solving, Small Business, Derivatives, Capital Markets, Due Diligence, Business Analysis, Recruiting, Executive Search, Account Reconciliation, Financial Markets, Asset, Customer Relations, Health Insurance, Self-employment, Life & Health Insurance..., Series 7, Risk, Reconciliation, Project Implementation, Risk Mitigation, Sales Recruitment, Recruitment/Retention, SBA, Mergers & Acquisitions, SBA 7a loans, Business Valuation, Business Brokerage, Contract Negotiation, Commercial Real Estate, Real Estate License, Valuation
Education
Villanova University 2010 — 2011
Project Management Master, Project Management, B
University of Phoenix 2004 — 2006
MBA, Accounting
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Finance and Investments
Merit February 2013 - Present
readMedia March 2005 - January 2014
Contact Network Corporation October 2003 - February 2005
Into Networks 2000 - 2002
AIG Global Investment Corp 1999 - 2000
Citigroup Global Markets 1997 - 1999
Lehman Brothers 1996 - 1996
Morningstar 1991 - 1995
Skills
Strategy, Marketing Strategy, New Business Development, Negotiation, Social Media, Social Media Marketing, Strategic Planning
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
Binghamton University 1986 — 1990
BA, English, History
Citigroup September 2008 - August 2014
Credit Suisse June 2006 - August 2008
Lehman Brothers November 1994 - May 2006
Stroock & Stroock & Lavan LLP 1991 - 1994
Skills
Asset Management, Banking, Business Analysis, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Portfolio Management, Program Management, Risk Management, Strategy
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1989 — 1991
JD, Law
Tulane University 1982 — 1986
BA, English
Axioma Inc. February 2011 - Present
RiskMetrics Group (now part of MSCI) February 2006 - January 2011
JP Morgan Chase August 2001 - January 2006
Lehman Brothers July 1998 - June 2001
Skills
Fixed Income, Risk Management, Financial Risk, Quantitative Finance, VBA, MBS, Finance, ABS, Bonds, Analytics, Securitization, Analysis, Management, Software Development, Leadership, C#, Derivatives, Hedge Funds
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MS, Computational Finance
Baruch College, City University of New York (CUNY) 1993 — 1998
BBA, Economics
Deutsche Bank March 2014 - Present
Sapient Global Markets February 2013 - February 2014
Bank of America September 2009 - June 2012
Bear, Stearns & Co. June 2003 - September 2009
Lehman Brothers May 2000 - June 2003
Deutsche Bank 1998 - 2000
Skills
Middle Office, Fixed Income, Derivatives, Options, Emerging Markets, Hybrid CDS, capacity analysis, global location strategy, best-practice..., P&L explain, P&L substantiation, GL Trial Balance..., RWA analysis, Identify talent, FDIC expense reduction, negotiate competitive..., Explaining, Analysis, Income Statement, CDS, Strategy, Hedge Funds, Financial Markets, Equities, Rates, Trading, Bloomberg, Capital Markets, Investments, Credit Derivatives, Bonds, Credit, Quantitative Analytics, Interest Rate..., Credit Risk, Structured Products, Financial Modeling, Risk Management, Equity Derivatives, Market Risk, Corporate Finance, Operational Risk, Team Management, Financial Risk, Valuation, Market Data, FX Options, Hedging, Swaps, Dodd-Frank
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
MBA, Finance, 3.7
State University of New York at Binghamton 1994 — 1998
BS, Finance
Xaverian High School 1990 — 1994
High School Diploma
Blackhill Partners, LLC June 2013 - Present
Magnegas Corporation May 2013 - Present
Vision Bank Texas 2007 - Present
Pace Petroleum April 2006 - Present
Lehman Brothers 2000 - 2006
Deutsche Bank 1996 - 2000
Price Waterhouse 1991 - 1996
Education
The University of Texas at Austin 1989 — 1990
MBA
Baylor University 1985 — 1989
BA, Accounting
DataTorrent, Inc. July 2014 - Present
Hortonworks February 2013 - July 2014
Symantec 2011 - February 2013
Symantec 2009 - 2011
Panasonic - Haas @ Work consulting project (part-time) 2010 - 2010
Lehman Brothers 2007 - 2009
Goldman Sachs 2006 - 2007
CRS Retail Systems 2004 - 2006
Skills
Virtualization, Product roadmap..., Business Model..., Go-to-market strategy, Competitive Analysis, Pricing, Leadership, Strategic Planning, User Experience Design, Agile Methodologies, Enterprise Software, Cloud Computing, SaaS, Distributed Systems, Business Analysis, Product Marketing, Product Management, Strategic Negotiations, Go-to-market Strategy, IT Strategy, Storage, User Interface Design
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2013
MBA
State University of New York at Binghamton
Masters, Computer Science
University of Mumbai
Bachelors, Computer Science
JPMorgan Chase September 2013 - Present
Bank Hapoalim June 2005 - October 2011
ORIX USA Corporation 1995 - 2004
Lehman Brothers 1986 - 1995
Skills
Corporate Finance, Financial Markets, Banking, Fixed Income, Capital Markets, Portfolio Management, Treasury Management, Equities
Education
Baruch College 1989 — 1991
Executive MBA, Management / Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BS, Economics
Barclays September 2008 - Present
Barclays September 2008 - March 2011
Lehman Brothers October 2006 - September 2008
Pfizer October 2004 - October 2006
Coca-Cola Enterprises January 2004 - October 2004
Berkeley College October 1998 - October 2003
Skills
Mac OS, Microsoft Office, Event Management, Budgeting, Planning, Conferences, Event Planning, Vendor Relations, Project Planning, Budgets, Management, Leadership, Project Management, Contract Negotiation, Events, Corporate Events, Team Building, Marketing, Marketing Strategy, Teamwork, Change Management, Corporate Communications, Entrepreneurship, Negotiation, Public Speaking, Microsoft Excel
Education
Berkeley College 1998 — 2004
Bachelors, Business Administration, Office Systems Management
Berkeley College 1999 — 2000
Certificate, Software Management
Governor's Office of Storm Recovery - State of New York February 2014 - Present
Infineon Capital Management, LLC September 2012 - November 2013
AMDS Consulting Inc. September 2009 - September 2012
BlackRock August 2010 - December 2011
ZAIS 2009 - 2010
Merrill Lynch July 2006 - September 2009
Lehman Brothers July 2001 - July 2006
Morgan Stanley September 1997 - July 2001
Donaldson, Lufkin & Jenrette March 1996 - September 1997
Prudential Securities June 1991 - February 1996
Skills
Technology Leadership, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Valuation, Structured Finance, Risk Management, Analytics, Financial Risk, Python, Credit, Software Project..., Risk Analysis, C++, Fixed Income Analysis, Quantitative Analytics, Emerging Markets, Econometric Modeling, Project Management, Market Risk, Stress Testing, Structured Products, C#, T-SQL, JavaScript, django, jQuery, Bootstrap, Qt, .NET WPF / C#, .NET WCF / C#, Sharepoint 2010/2013, SSAS, OLAP BI Tools, ksh, bash, csh,..., Java, Scala, Play Framework, Xamarin, AngularJS, Bloomberg AIM, Bloomberg API, Dealmaker, Intex API/Desktop
Education
State University of New York at Binghamton 1986 — 1990
BA, History
FinancialMarketsTrainingServices.com June 2012 - Present
New Bedford, MA October 2011 - January 2012
Vestmark, Inc. 2006 - 2010
Crowell's Fine Art & Custom Framing 2003 - 2005
Investment Technology Group 1996 - 2002
One Source Information Services 1995 - 1996
Lehman Brothers 1993 - 1994
Interactive Data Corporation 1982 - 1992
Interactive Data Corporation 1988 - 1990
Interactive Data Corporation 1982 - 1988
Education
Bentley University
Master of Science (M.S.), Finance
University of Massachusetts Dartmouth
Master of Business Administration (M.B.A.)
Boston University - School of Management
Bachelor of Science (B.S.), Business Administration, Finance/Economics
J.P. Morgan Asset Management April 2015 - Present
MUFG Union Bank N.A. March 2013 - April 2015
BizLink Group Inc. April 2012 - June 2014
Genesis10 January 2013 - March 2013
Barclays Wealth January 2009 - April 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers November 2003 - October 2008
Neuberger Berman November 1998 - November 2003
Dreyfus January 1996 - November 1998
US Navy February 1993 - February 1995
Skills
Business Brokerage, Small Business, Real Estate Investment, Real Estate, IT Strategy, IT Management, Data Warehousing, Business Intelligence, Database Management, Integration, Program Management, Architecture, SDLC, Team Leadership, Database Admin, Team Building, Enterprise Architecture, SQL, Databases, Quality Assurance, Software Project..., Investment Properties, PMO, Management, Recruiting, Business Analysis, Vendor Management, Leadership, Project Management, Microsoft SQL Server, Software Development, Management Consulting, Disaster Recovery, Change Management, Project Portfolio..., Strategy, Security, Process Improvement, Executive Management, CRM, Outsourcing, Architectures, Mergers & Acquisitions, Analysis, Project Delivery, Information Technology, Business Process..., Testing, Visio, Requirements Analysis
Education
Berkeley College 1995 — 1996
Business Management
US Navy 1993 — 1995
Bergen Community College 1992 — 1993
Undecided
Elmwood Park Memorial High School 1988 — 1992
JPMorgan Chase September 2013 - Present
SOS Security Incorporated July 2011 - September 2013
Risk Protective Services September 2008 - July 2011
Lehman Brothers January 2001 - September 2008
Cachet Concierge December 1999 - December 2000
Loews NY hotel April 1999 - October 1999
Loews Hotels July 1997 - April 1999
Harlekin Casinos January 1993 - December 1996
US Army August 1977 - July 1992
Skills
Customer Service, Access, Telephone Skills, Spanish, Security Management, Security Operations, Security, Physical Security, Corporate Security, Surveillance, Investigations, Access Control, Risk Assessment, Investigation, CCTV, First Aid, Security Training, Security+, Security Awareness, Cpr Certified, Facilities Management, Emergency Management, Enforcement, New York State..., Training, Homeland Security, Fraud, Counterintelligence, Crisis Management
Education
Bellevue University 2009 — 2010
Bachelors, Security Management
Katherine Gibbs School 1996 — 1998
AA, Hotel and Restaurant management
Biogen January 2015 - Present
Biogen Idec August 2013 - December 2014
BlackRock January 2012 - August 2013
Alyeska Investment Group 2010 - 2012
Citadel Investment Group 2007 - 2010
Lehman Brothers 2006 - 2007
Lux Capital 2005 - 2006
Ironwood Pharmaceuticals 2002 - 2004
Harvard Medical School 2001 - 2002
Skills
investment management, Financial Analysis, Pharmaceuticals, Biotechnology, Financial Forecasting, Investor Relations, Pharmaceutical Industry, Medical Devices, Healthcare, Venture Capital, Business Development, Financial Modeling, Strategy, Mergers & Acquisitions, Valuation, Due Diligence, Life Sciences, Investments, Portfolio Management, FDA, Pharmaceutics, Equities, Clinical Trials
Education
Harvard University 1998 — 2001
Ph.D., Chemical Biology
Harvard University 1995 — 1998
M.A., Chemical Biology
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance & Accounting
Berea College 1991 — 1995
B.A., Chemistry
Shanghai foreign language school
Forum One May 2002 - Present
Ultraprise Loan Technologies 2000 - 2001
IBM Consulting Group, Financial Services Industry Practice June 1997 - April 2000
Lehman Brothers September 1992 - August 1996
Telekurs North America 1991 - 1992
Skills
Strategy, Information Architecture, Strategic Planning, Business Strategy, User Experience, Program Management, Leadership, Nonprofits, Social Media, Product Management, Product Development, Usability, Non-profits, Web 2.0, User Interface Design, Drupal, Web Development, User-centered Design, Team Leadership, Team Management, Management Consulting, Mentoring, Wordpress, Governance, Data Visualization, Content Strategy
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Bates College 1987 — 1991
BA, Philosophy
St. Mark's School 1983 — 1987
High School
Sandy Cove Advisors, LLC - A Multi-Family Office February 2010 - Present
Silver Bridge Advisors November 2008 - December 2009
Lehman Brothers January 2006 - November 2008
BNY Mellon April 1989 - December 2005
Skills
Wealth Management, Family Office Services, Divorce Planning, Investments, Family Business, Wealth, Strategic Financial..., Family Office, Estate Tax Planning, Due Diligence, Income Tax, Wealth Management..., ETFs, High Net Worth..., Alternative Investments, Investment Advisory, Retirement Planning, Insurance, Private Equity, Financial Advisory, Hedge Funds, Series 63, Marketing, Series 7, Mutual Funds, Estate Planning, Financial Analysis, New Business Development, Business Development, Asset Allocation, Investment Management, Private Banking, Financial Services, Investment Strategies, Asset Management, CRM, Strategy, Management, Start-ups, Trusts, Fixed Income, FINRA, Securities, Succession Planning, Loans, Mergers & Acquisitions, Bloomberg, Portfolio Management, Finance, Equities
Education
Bentley University 1993 — 1999
Master's in Finance
Providence College 1981 — 1985
B.S., Accounting
The College Board September 2014 - Present
Fannie Mae April 2013 - September 2014
The College Board June 2011 - April 2013
Fannie Mae October 2008 - May 2011
Lehman Brothers September 2007 - September 2008
Consultant for VeriSign Inc June 2005 - August 2007
CIBC June 2004 - May 2005
Skills
Java, JSP, Java Enterprise Edition, JavaScript, Core Java, Struts, Spring, JPA, Hibernate 3.1, Freemarker, Sitemesh, XML, SOAP, REST, JAX-RS, JAX-WS, JAXB, SAX, Swing, EJB, JNDI, JMS, Web Logic, TIBCO, Oracle, ClearQuest, ClearCase, HTML, UML, SDLC, Tomcat, Web Services, J2EE Application..., SoapUI, Eclipse, IntelliJ IDEA, Apache, Unix Shell Scripting, XStream, XSLT, StarTeam, Ant, Maven, JUnit, JDBC, jQuery, Program Evaluation, Databases, SOA, Hibernate
Education
Bharathidasan University 2000 — 2002
Master's degree, Information Technology, First
Bharathidasan University 1996 — 1999
Bachelor's degree, Computer Science, First
Everli by Lisa Small July 2013 - Present
myEcoScope October 2011 - March 2013
Lisa A. Small, Esq. July 2009 - December 2011
Lehman Brothers April 2007 - September 2008
Virgin Mobile USA March 2003 - March 2007
Skadden Arps Slate Meagher & Flom October 1998 - March 2003
Cravath, Swaine & Moore LLP 1993 - 1995
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Mergers & Acquisitions, Strategy, E-commerce, Licensing, Business Strategy, Business Development, Digital Media, Product Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1998
JD, Law
Lehigh University 1991 — 1993
BA
University of Pennsylvania 1989 — 1991
Weston High School
Millennium Management December 2014 - Present
Millennium Partners May 2013 - November 2014
Lehman Brothers July 2006 - June 2008
Dresdner Kleinwort Wasserstein June 2005 - July 2006
Education
The University of Chicago - Booth School of Business 2008 — 2013
PhD, Finance
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
Bates College 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2004
BS, Economics
IntercontinentalExchange, Inc. 2012 - Present
GenOn (Formerly Mirant Corporation) 2009 - 2012
Lehman Brothers 2005 - 2008
Deutsche Bank 2004 - 2005
Morgan Stanley Dean Witter 2002 - 2004
Law Office of Mark S. Frey (Of-Counsel, Rudolph and Beer LLP) 2001 - 2002
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD
University of Florida 1994 — 1998
BA, cum laude
St. Petersburg High School
Cycon Publishing, Inc. April 1996 - Present
Pepco Holdings, Inc. February 1993 - Present
Prince Georges Department of Public Works & Transportation June 1996 - Present
DC Department of Public Works 1992 - Present
FAA October 2010 - August 2014
United Development USA September 2009 - September 2010
Lehman Brothers 1989 - 1991
WSI Corporation 1988 - 1989
HADCO Printed Circuit Boards February 1985 - June 1988
Skills
Database Design, Data Modeling, Technical Writing, Writing, Relational Databases, Database Development, Integration, Databases, Programming, Business Analysis, Proposal Writing, Technical Presentations, Market Research, SharePoint, Software Documentation, Project Management, Cloud Computing, IT Management, SQL, .NET, Enterprise Software, Management, Training, Business Process, Data Analysis, Business Intelligence, Enterprise Architecture, Testing, Risk Management, Software Project..., Requirements Analysis, Business Process..., Software Development, MS Project, SDLC, Analysis, Microsoft Project
Education
Maryland University of Integrative Health 2014 — 2014
Graduate Certificate in Health & Wellness Coaching
National Academy of Sports Medicine 2013 — 2013
Certified Personal Trainer, Certified Corrective Exercise Specialist
Sea School 2008 — 2008
OUPV Certificate / USCG Captains License
State University of New York at Binghamton 1983 — 1985
MBA
Carlson Capital, L.P. January 2013 - Present
Fine Wine Collections, Inc September 2011 - August 2012
Kensington Capital Holdings, LLC January 2009 - September 2011
Credit Suisse February 2005 - January 2009
Lehman Brothers March 2004 - February 2005
Commonwealth Financial Group 2003 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, SEC filings, S-1, Revenue Recognition, Budget Models, Microsoft Excel, Vlookup, Treasury Services, Family Office, Private Equity, Private Equity Funding, Cash Flow Forecasting, Cash Flow Reporting, Manager Selection, Absolute Return, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
Masters, Finance
Fairfield University 1995 — 1999
Bachelor of Arts, Psychology
Harborfields Central School District March 2009 - Present
West Hills Day Camp 2006 - Present
MD Sass 1995 - 1998
Lehman Brothers 1992 - 1995
Skills
Fixed Income, Derivatives, Portfolio Management, Equities, Hedge Funds, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1995 — 2005
MBA, Computer Information Systems
New York University 1984 — 1989
BA, Economics
ICAP November 2010 - Present
Tullett Prebon Electronic Broking March 2006 - November 2010
ICAP 2003 - 2006
BrokerTec February 2000 - May 2003
Citibank 1994 - February 2000
Lehman Brothers 1990 - 1994
Murphy & Durieu 1987 - 1991
Education
Berry College 1985 — 1987
BS, Computer Science
Berry College 1976 — 1979
BS, Biology/Chemistry
Citigroup March 2009 - Present
Lehman Brothers March 2007 - March 2009
Morgan Stanley 2006 - 2008
Credit Suisse August 2004 - March 2006
Morgan Stanley January 1994 - August 2004
Skills
Business Objects, Essbase, SharePoint, Microsoft Office, QlikView, Process Improvement, Integration, PeopleSoft, Analytics, Risk Management, Project Management, Hyperion Enterprise, Financial Analysis, Management, Data Warehousing, Business Analysis, Forecasting, PMO, Financial Modeling, Vendor Management, Expense Management, Business Process..., Budgets, Finance, Strategy, Financial Risk, Accounting, Financial Services, Fixed Income, Equities, Investment Banking
Education
Bentley University 1986 — 1990
BS, Finance
UBS August 2014 - Present
JPMorgan Chase & Co. May 2012 - December 2013
IBM February 2012 - May 2012
Ogilvy & Mather November 2009 - December 2011
Client: University of Pittsburgh Medical Center September 2008 - September 2009
Lehman Brothers December 2007 - September 2008
Skills
Microsoft SQL Server, Database Administration, Databases, Disaster Recovery, Datacenter Migration, Database upgrades, Production Support, SQL server..., High Availability..., AlwaysON, High Availability..., Performance Tuning, ETL, Windows Server, Replication, Database Design, Security, Oracle, System Administration, Data Migration
Education
Bharathidasan University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Science
Mahathma Gandhi University 1999 — 2003
Bachelor's Degree, Bachelors in mathematics
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch June 2006 - December 2009
Lehman Brothers September 2002 - May 2006
Lehman Brothers June 2001 - September 2001
Skills
Six Sigma Green Belt, Six Sigma Black Belt, Business Analysis, Change Management, Commercial Banking, Process Improvement, Risk Management, Six Sigma, Strategy
Education
Bath Spa University 1998 — 2002
BSc (hons), Business Studies
Panasonic USA July 2015 - Present
DIRECTV April 2014 - Present
Thomson Reuters October 2002 - March 2014
Lehman Brothers July 2006 - August 2007
HR One August 2000 - January 2002
Admaster Communications Inc February 1997 - August 2000
Skills
After Effects, Cimema4D, Photoshop, Illustrator, InDesign, CSS Javascript, Graphics, User Experience, Interaction Design, Compositing, Visual Effects, Marketing, Animation, User Interface Design, Social Media, Creative Direction, Flash, Multimedia, Art Direction, Flash Animation, Adobe Creative Suite, Logo Design, Layout, Storyboarding, Motion Graphics, QuarkXPress, Corporate Branding, Typography, Corporate Identity
Education
Baruch College 1993 — 1996
Bachelor of Arts (B.A.), Graphic Communications
Neoteric Luxury July 2004 - Present
The Paramount Hotel - Morgans Hotel Group January 2002 - June 2004
Hudson Hotel - Morgans Hotel Group January 2002 - June 2004
Tullett Tokyo and Liberty January 1999 - December 2001
Lehman Brothers November 1996 - November 1998
PriceWaterhouse Coopers October 1994 - October 1996
So! Animation October 1992 - September 1994
KPMG January 1988 - September 1992
Skills
Multicultural..., Problem Solving, Analytical Abilities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1991
MS, Accounting
Florida International University 1988 — 1990
MS, Hotel and Restaurant Management
American College of Switzerland 1983 — 1988
AA, Liberal Arts
University of Miami 1985 — 1987
BA, Psychology, Marketing
Neuberger Berman April 2009 - Present
Lehman Brothers November 2006 - May 2009
Guggenheim Partners August 2006 - November 2006
Skills
CFA, Structured Products, Chartered Financial..., Financial Modeling, Fixed Income, Capital Markets, Portfolio Management
Education
Illinois Institute of Technology 2005 — 2007
Master of Science, Finance
Beijing Institute of Technology 2000 — 2004
Bachelor of Science, Computer Science
Rosenblum Silverman Sutton Investment Counsel (RSSIC) December 2013 - Present
Conifer Securities May 2010 - September 2012
Catalina Partners July 2009 - August 2010
MTV Networks / mtvU 2006 - December 2008
Palo Alto Investors via HCA Associates, LLC February 2006 - October 2007
Dunlap Equity Management September 2005 - February 2006
Jessnick Capital Management February 2002 - March 2004
Bear Stearns April 1999 - February 2002
Donaldson, Lufkin & Jenrette May 1995 - April 1999
Lehman Brothers 1993 - 1997
Skills
Strategic Consulting, New Business Development, Operations Management, Interpersonal..., Problem Solving, Problem Analysis, Brand Architecture, Financial Analysis, Conflict Management, Conflict Resolution, Project Management, Manage Client..., Creative Writing, Staff Development, Technical Writing, Trading Systems, Trading, Marketing, Equities, Hedge Funds, Fund Administration, Portfolio Management, Series 7, Options, Fixed Income
Education
Bentley University 1987 — 1991
CBRE July 2015 - Present
The Cheesecake Factory July 2012 - July 2015
Big 5 Sporting Goods January 2008 - July 2012
Panavision 2004 - 2008
Lehman Brothers 2002 - 2004
Skills
Instructional Design, Captivate, E-Learning, Adobe Acrobat, Camtasia, Lectora, Visio, ADDIE, PowerPoint, Training, Audacity, Flash, Microsoft Excel, SnagIt, Adobe Connect, Adobe LiveCycle Designer, Articulate Suite, Adobe Audition, CodeBaby, Cornerstone, Illustrator, Microsoft Publisher, Microsoft Word, Soundbooth, Storyline, Publisher, Learning Management, Learning Management..., Program Management, Technical Writing, Instructor-led Training, Employee Training, Management, Leadership, Team Building, Project Management, Change Management
Education
Bellevue University
Bachelor of Science, Adult Education
HMI
C.Ht, Hypnotherapy, Graphology
Citibank 2009 - Present
Morgan Stanley 2003 - 2009
Lehman Brothers 2001 - 2003
Alliance Consulting 2000 - 2001
WeMedia 1998 - 2000
Skills
Prime Brokerage, Trading Systems, Fixed Income, Electronic Trading, Equities, Derivatives, Equity Derivatives, Hedge Funds, Capital Markets, Sybase, Investment Banking, Credit Derivatives, Market Data, Low Latency, Algorithmic Trading, Smart Order Routing, Options Strategies, Transaction Cost...
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Financial Instruments and Markets
Binghamton University 2000 — 2001
BS, Computer Science
WCP Solutions November 2010 - Present
Sidebar & Grill December 2011 - December 2013
Spokane Club September 2008 - March 2009
Bank of America June 2006 - July 2008
Marriott Hotels November 2002 - April 2006
GameWorks May 2001 - February 2002
Lehman Brothers April 1996 - April 2001
Skills
Event Planning, Sales, Customer Service, Hotels, Food, Catering, Sales Management, Wine, Hospitality, Budgets, Selling, Contract Negotiation, Negotiation, Sales Operations, Sales Process
Education
Bergen Community College
Associates, Business Management
Rutgers, The State University of New Jersey-Newark
Business Administration
Mavrides, Moyal, Packman & Sadkin, LLP September 2008 - Present
Lehman Brothers October 2005 - July 2008
Skills
Real Estate, Investment Properties, Real Estate Economics, Mezzanine, CMBS, Commercial Real Estate, Due Diligence, Leases, Loans, Real Estate Transactions, Securitization, Structured Finance, Investors, Residential Homes, Real Estate Financing, Sellers
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2005
JD, Law
University of Florida 1998 — 2002
Bachelors, Business
CRISIL Limited September 2015 - Present
Hexaware Technologies November 2014 - July 2015
Endava February 2013 - November 2014
Accenture May 2010 - February 2013
MyRoar May 2008 - March 2010
Plug and Play Tech Center 2009 - 2010
MIT Sloan CIO Symposium 2008 - 2009
Lehman Brothers July 2006 - May 2008
Bain Capital January 2005 - June 2006
Friedman, Suvalle & Salomon January 2004 - December 2004
Skills
Banking Technologies, Capital Markets, Insurance Software, Eastern Europe, Offshoring, Program Management, Entrepreneurship, Analytics, SaaS, Banking, Enterprise Software, Big Data, Business Intelligence, Outsourcing, Mobile Devices, Analysis, Strategic Partnerships, Strategy, Financial Analysis, Product Management
Education
Bentley University 2002 — 2004
BS Corporate Finance & Accounting, Corporate Finance & Accounting
Clarkson University 1999 — 2001
Computer Science & Engineering
Saratoga Springs 1996 — 1999
GE Capital September 2011 - Present
Barclays Capital June 2009 - August 2011
Lehman Brothers June 2008 - August 2008
Skills
Bloomberg, Capital Markets, Fixed Income, Financial Analysis, Equities, Investment Banking, Hedge Funds, Due Diligence, Series 7, Investments, Leveraged Finance
Education
Bentley University 2005 — 2009
B.S., Economics, Finance
Various July 2013 - Present
Geller & Company December 2007 - June 2013
Bear Stearns May 2007 - December 2007
Lehman Brothers May 2006 - May 2007
AIG September 2002 - May 2006
BearingPoint July 2000 - September 2002
Skills
Managerial Finance, Strategic Financial..., Business Process..., Analysis, Management, General Ledger, Budgets, Start-ups, Project Management, Management Consulting, Strategic Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA
Bentley University 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Triumph Capital Advisors January 2013 - Present
Commerce Street Investment Management January 2011 - January 2013
Highland Capital Management July 1999 - December 2009
Lehman Brothers August 1996 - June 1999
Banc of America Securities (fka NationsBanc Capital Markets) June 1990 - July 1994
Skills
Hedge Funds, High Yield, Leveraged Finance, Restructuring, Bankruptcy, Credit, Alternative Investments, Loans, CLO, CDO, Structured Finance, Valuation, Portfolio Management, Capital Markets, Finance, Private Equity, Mutual Funds, Securities, Equities, Fixed Income, Investment Banking, Bonds, Trading, Structured Products, Bloomberg, Asset Management, Mergers & Acquisitions, Investments, Credit Analysis
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance and Strategy
Baylor University 1986 — 1990
BBA, Economics and Finance
Shawnee Mission Northwest
Morgan Stanley April 2014 - Present
Grant Thornton September 2010 - April 2014
Asset Based Lending Consultants March 2009 - September 2010
GE Capital June 2007 - July 2008
Bryant Park Capital June 2006 - March 2007
Lehman Brothers 2003 - 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Auditing, Corporate Finance, Financial Risk, Due Diligence, Process Improvement, Mergers & Acquisitions, Internal Controls, Risk Management, Accounting, Analysis, Internal Audit, Finance, Management
Education
Investment Banking Institute 2009 — 2009
GE Capital Credit Training 2007 — 2008
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA
City University of New York-Baruch College - Zicklin School of Business
MS
User Experience Center at Bentley University January 2015 - Present
McCann Worldgroup 2012 - 2014
Gameloft 2009 - 2012
Penn, Schoen & Berland Associates 2006 - 2008
Lehman Brothers 2003 - 2006
Skills
User Experience, User Experience Testing, User Research, Wireframes, Paper Prototyping, Rapid Prototyping, Axure RP, Analysis, Quantitative Research, Segmentation, Video Games, Competitive Analysis, Research, CRM, Focus Groups, Management, Market Research, Microsoft Excel, Qualitative Research, Analytics, Data Analysis, Modeling, Marketing Strategy, Social Media, Budgets, Marketing Research, Gaming, Media & Entertainment, Customer Insight, Digital Media, Project Management, Online Polling, Consumer Insights, Product Development, Excel, Project Planning, Strategy, Thought Leadership
Education
Bentley University 2015 — 2015
Master of Science (MS), Human Factors in Information Design
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science, Accounting
Greenwich Financial Management Inc. March 2003 - Present
Gustavo Cadile August 2014 - Present
NewOak Capital 2012 - 2013
Double Agent Inc. 1998 - 2001
UBS Securities January 1995 - March 1998
Kidder, Peabody & Co. May 1985 - December 1994
Lehman Brothers August 1984 - May 1985
Curtis, Mallet-Prevost, Colt & Mosle LLP June 1983 - August 1983
Arter Hadden & Hemmendinger June 1982 - August 1982
Skills
Equities, Risk Management, Fixed Income, ABS, CDO, Portfolio Management, Hedge Funds, Investments, Alternative Investments, Bonds, Securities, Sales Management, Venture Capital, Marketing Plan Creation, Capital Raising, Derivatives, Emerging Markets, MBS, Valuation, Private Placements, Fundraising, Financial Modeling, Corporate Finance, Private Equity, Insurance, Trading, High Yield, Entrepreneurship, Investment Banking, Due Diligence, Mergers & Acquisitions, Credit Derivatives, Asset Management, Capital Markets, Loans, Business Writing, Private Placement..., Leveraged Finance, Restructuring, Financial Structuring, Financial Markets, Strategy, Financial Risk, Securitization, Structured Finance, Structured Products
Education
Yale Law School 1981 — 1984
JD, Law
Harvard University 1976 — 1979
MA
Binghamton University 1972 — 1976
BA, Sociology and Math
Barclays Capital September 2008 - Present
Lehman Brothers November 2006 - September 2008
Skills
Fixed Income, Financial Modeling, Trading, Capital Markets, Derivatives, Equities, Risk Management, Trading Systems, Investment Banking, Valuation, Options, Microsoft Excel, Hedge Funds, Financial Analysis, Bloomberg, Credit, FX Options
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, General
New York County District Attorney's Office September 2010 - Present
United States Attorney's Office, Eastern District of New York September 2009 - May 2010
Kings County District Attorneys Office September 2008 - December 2009
Deutsche Bank Securities June 2008 - August 2008
Lehman Brothers June 2006 - July 2006
Skills
Criminal Law, Trials, Hearings, Trial Practice, Courts, Westlaw, Legal Research, Litigation, Legal Writing, Legal Issues, Internal Investigations, Criminal Justice
Education
Brooklyn Law School 2007 — 2010
Juris Doctor
Bentley University 2003 — 2007
Bachelor of Science, Corporate Finance and Accounting
Radcliffe Xtreme Productions / Too Smart to Fail Productions 2010 - Present
Lehman Brothers 1994 - 2008
Shearson Lehman Brothers 1990 - 1994
Stratton Oakmont 1989 - 1990
Skills
Video Production, Film Production, Synergies, Post Production, People Skills, Post Production..., Connecting the Dots, Executive Management, Talent Scouting, Talent Management, Talent Acquisition, Project Finance, Wardrobe Analysis, Option Valuation, Seeing the Bigger...
Education
Full Sail University 2009 — 2012
Associate's Degree, Cinematography and Film/Video Production
Bates College 1982 — 1986
Bachelor's Degree, Philosophy and Religious Studies
Brooks School 1973 — 1977
High School
University of Pennsylvania - The Wharton School
Adult and Continuing Education
Liquidity Finance LLP November 2014 - Present
Deutsche Bank March 2010 - February 2013
Barclays Investment Bank September 2008 - March 2010
Lehman Brothers August 1999 - September 2008
Skills
Investment Banking, Sales, Financial Services, Real Estate, Banking, Structured Products, Derivatives, Foreign Exchange, Capital Markets, Mutual Funds, Hedge Funds, Fixed Income, FX Options, Structured Finance, Emerging Markets
Education
City University of New York-Baruch College 1996 — 1999
Bachelor of Business Administration (BBA), Finance, General
Tomsk State University 1992 — 1995
Bachelor of Education (BEd), Foreign Languages and Literatures, General
Bryan Cave LLP 2002 - Present
Lehman Brothers 1995 - 1999
Evergreen Mutual Funds 1993 - 1995
Skills
Mergers & Acquisitions, Securities Law, Corporate Governance, Securities, Legal Research, Corporate Law, Joint Ventures, Securities Regulation, Mergers, Legal Writing, Due Diligence, Cross-border...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
JD, Corporate Law
Syracuse University 1989 — 1993
BA, Political Science
Rye High School 1986 — 1989
VMware February 2014 - Present
JPMorgan Chase June 2010 - February 2014
Credit Suisse August 2009 - June 2010
Rackspace Managed Hosting March 2009 - August 2009
Credit Suisse April 2007 - January 2009
Arch Insurance Group February 2006 - March 2007
Bear Stearns November 2005 - December 2005
Lehman Brothers December 2004 - November 2005
Wipro Technologies 2003 - 2005
MaXXan Inc October 2003 - November 2004
Skills
OpenStack, VMware Infrastructure, Python, RHCE, VCP, High Availability, Veritas Cluster Server, Veritas Volume Manager, Apache, NFS, NAS, SAN, Cloud Computing, System Architecture, Solaris, Solaris Zones, LVM, Clustering, Ruby on Rails, Perl, Cluster, VMware, NetApp, System Administration, Virtualization, Linux, VMware ESX, RedHat, Data Center, Red Hat Linux, RHEL, Unix, Disaster Recovery, Storage Area Networks, Chef, Puppet, vCenter Orchestrator, Razor, Eucalyptus, AWS, Operating Systems, vSphere, DNS, Amazon Web Services..., Clariion, Hardware, Switches, Security, Cisco Technologies, Organizational...
Education
Bharathidasan University 1999 — 2002
MCA, Computer Application
Bharathiar University 1996 — 1999
B.Sc, Computer Science
Gordon and Betty Moore Foundation November 2012 - Present
Tenaya Capital February 2009 - November 2012
Lehman Brothers April 2007 - February 2009
Living Stones Foundation June 2005 - April 2007
Synopsys August 1998 - December 2001
Kogei America June 1995 - January 1997
Skills
Mergers, Mergers & Acquisitions, Due Diligence, Budgets, Start-ups, Marketing, Management, Marketing Communications
Education
Baylor University 1979 — 1983
BA, Journalism & Natural Sciences
St. Agnes Academy, Houston, Texas
EisnerAmper LLP February 2008 - Present
Lehman Brothers August 2006 - February 2008
EisnerAmper LLP November 2000 - August 2006
Independence Savings Bank 1996 - 2000
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
Xaverian
Xaverian
Xaverian
Allen & Overy June 2010 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers November 2005 - September 2008
Lehman Brothers 1996 - 2005
Lehman Brothers 1992 - 1996
Penn Central Corporation 1985 - 1987
Skills
Excel, Microsoft Office, PowerPoint, Word, Windows, Outlook, Visio, Adobe Acrobat, Mac, HTML, Documentation, Customer Service, Team Building, Photoshop, Data Analysis, Social Media, Problem Solving, Process Improvement, Mentoring, Event Management, Writing, Analysis, InDesign, Investment Banking, Microsoft Excel, Microsoft Word, Editing, Photography, Illustrator, Management, Training, Databases, Troubleshooting, Time Management, OS X, Vendor Management, Newsletters, Project Management, Publishing, Social Media Marketing, Outsourcing, Business Process, Sales, Event Planning, Software Documentation, Access, Program Management, Social Networking, Leadership
Education
Hamilton College 1977 — 1979
AB, German
Binghamton University 1975 — 1977
Theatre Arts
State University of New York at Albany
MS, Computer Science
Utica Free Academy
U.S. Trust August 2013 - Present
Fidelity Investments April 2011 - July 2013
State Street March 2010 - April 2011
State Street June 2008 - August 2008
State Street Global Advisors June 2007 - August 2007
Lehman Brothers January 2007 - May 2007
Skills
Bloomberg, Analysis, FactSet, Attention To Detail, Asset Allocation, Effective Communication
Education
CFA Program
Bentley University 2006 — 2010
Bachelor of Science, Economics Finance
GE Asset Management August 2007 - Present
JP Morgan Investment Management (JPIM) July 2004 - August 2007
Citigroup Investments August 2001 - July 2004
Chase Securities August 1998 - February 2001
Citicorp Securities August 1993 - August 1998
Lehman Brothers February 1990 - August 1993
New York Public Service Commission February 1988 - February 1990
Skills
Financial Analysis, Economics, Credit Analysis, Bloomberg, Portfolio Management, Investments, Debt
Education
Beloit College
BA
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Creighton University School of Law
Juris Doctor
Nomura International 2010 - 2012
Dresdner Kleinwort 2005 - 2010
Simply Business 2000 - 2005
Barclays Capital 1997 - 2000
Lehman Brothers 1995 - 1997
Lehman Brothers 1991 - 1995
Skills
IT Strategy, Business Analysis, Project Management, Investment Banking, Mergers, Business Strategy, Risk Management, Electronic Trading, Trading Systems, Market Data, Start-ups, Strategic Planning, E-commerce, Equities, Mergers & Acquisitions, Fixed Income, Derivatives, Banking, Capital Markets, Financial Markets, Back Office, Sybase, Financial Risk, Trading, Asset Management, Governance, Vendor Management, Interest Rate..., Strategy, Options, Financial Services, Prime Brokerage, Portfolio Management, Emerging Markets, Equity Derivatives, Management Consulting, Executive Management, Leadership, Management, Change Management, Finance, Credit Derivatives, Business Planning, Business Process..., Middle Office, Market Risk, Cross-functional Team..., Hedge Funds, Analysis, FX Options
Education
The University of Texas at Austin - The Red McCombs School of Business
MS
Middlebury College
Institut Américain Universaire
Baylor University
BA
Major Financial Services Firm September 2014 - Present
Barclays Capital February 2010 - August 2014
Nomura October 2008 - January 2010
Lehman Brothers June 2004 - September 2008
Goldman Sachs & Co. September 1998 - June 2004
Various December 1994 - September 1998
Skills
Prime Brokerage, Equities, Securities, Settlement, Trading, Financial Services, Investments, Middle Office, Investment Banking, Capital Markets, SDLC, Trading Systems, Corporate Actions, Electronic Trading, Hedge Funds, Financial Markets, EMS, Asset Management, Low Latency, Back Office, Securities Lending, Equity Trading, Exchange Connectivity, Collateral Management, Order Management, Offshoring
Education
Bharathiar University 1992 — 1995
Master
Bharathiar University 1989 — 1992
B.Sc
Gartner January 2014 - Present
Gartner 2011 - March 2014
Gartner 2009 - March 2011
Gartner 2008 - 2009
Gartner 2006 - 2008
Lehman Brothers 2000 - 2005
Squadron, Ellenoff, Plesent & Sheinfeld 1994 - 1998
Skills
Strategy, Telecommunications, Go-to-market Strategy, Team Building, Marketing, Strategic Partnerships, Business Development, Mergers, Professional Services, Competitive Analysis, Business Transformation, Business Strategy, Financial Modeling, Data Analysis, Investment Banking, Product Strategy, Presentation Skills
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance and Entrepreneurial Management
Benjamin N. Cardozo School of Law, Yeshiva University 1991 — 1994
JD, Law
University of Pennsylvania 1985 — 1989
BA, Psychology
Scarsdale High School
Viant Capital 2010 - 2013
Brand Karma 2009 - 2010
The Rubicon Project 2008 - 2008
Viant Capital 2005 - 2007
Barclays Global Investors 2004 - 2005
Lehman Brothers 2000 - 2003
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Financial Analysis, Business Strategy, Venture Capital, Entrepreneurship, Private Equity, Start-ups, Corporate Development, Business Development, Market Research, Due Diligence, Corporate Finance, Strategy, Acquisitions, M&A experience, Competitive Analysis, Investments, New Business Development, Mergers & Acquisitions, Finance, Strategic Partnerships, Capital Markets, Business Planning, SaaS
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Entrepreneurship/Entrepreneurial Studies
Tsinghua University 2008 — 2008
MBA Study Abroad
State University of New York at Binghamton 1996 — 2000
B.S., Finance, Math
Brandywine Global Investment Management July 2015 - Present
Tradeweb January 2011 - June 2015
Bank of New York Mellon May 2009 - January 2011
Goldman Sachs Asset Management September 2008 - May 2009
Lehman Brothers November 2006 - September 2008
Morgan Stanley January 2006 - November 2006
Ness Technologies June 2004 - January 2006
Schering Plough Research Institute August 2002 - June 2004
Schering-Plough Pharmaceuticals 2002 - 2004
Available On Request May 1997 - August 2002
Skills
PMP, Microsoft Technologies, CRM, SDLC, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, Data Warehousing, Software Project..., Enterprise Architecture, Business Analysis, Solution Architecture, Vendor Management, Oracle, SOA, Databases, ASP.NET, Software Development, .NET, Web Services, C#, Project Management, Database Design, UML, Visio, XML, Testing, Web Applications
Education
Rutgers Business School 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.9
Prompt Technologies 2007 — 2009
Bharathidasan University 1997 — 2000
Master of Computer Applications (M.C.A.), Information Technology
Bharathiar University 1994 — 1997
Bachelor of Science (B.Sc.), Electronics
National Institute of Information Technology (NIIT) 1994 — 1997
Professional Diploma in Information Technology, Computer Programming & Systems Analysis, A
JP Morgan Chase January 2012 - Present
Barclays 2015 - 2015
J.P. Morgan September 2010 - January 2012
Cardozo Securities Arbitration Clinic, May 2010 - August 2010
JPMorgan Chase June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
London Fischer December 2006 - August 2007
Skills
Securities, Dreamweaver, Securities Regulation, Risk Management, Graphic Design, AML, Legal Research Skills, Adobe Creative Suite, Banking, Project Management, Brand Management, Tech-savvy, Contract Negotiation, Legal Research, Analysis, Compliance, Suitability, Cross Functional..., Business Development..., Strategist, Technology, 10b5-1 Plans, Regulation D, FINRA, OCC, Compliance Testing, Management, Employee Management, Corporate Law, Anti Money Laundering, Due Diligence, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
J.D 2010
Penn State University 2002 — 2006
BA, Business Management, International Business, Global Strategy
Independent September 2015 - Present
UNESCO 2003 - August 2015
UNICEF 2003 - September 2013
University of Notre Dame September 2008 - May 2013
School of International and Public Affairs, Columbia University September 2005 - December 2007
New York University June 2006 - August 2007
J P Morgan 2000 - 2001
Lehman Brothers 1998 - 2000
Thomson Reuters 1995 - 1998
Nabisco 1994 - 1995
Skills
Higher Education, Program Evaluation, Teaching, Courses, Curriculum Development, Campus, Curriculum Design, University Teaching, Higher Education..., Student Affairs, Policy Analysis, Research, Academic Administration, Program Development, International Relations, Grant Writing, Research Design, Qualitative Research, International..., Program Management
Education
Columbia University in the City of New York 2001 — 2007
Doctor of Education (Ed.D.), International and Comparative Education
City University of New York-Baruch College 1992 — 1994
Master of Business Administration (MBA), Finance, General
Peoples’ Friendship University of Russia 1983 — 1989
Master of Science (MS), Theoretical and Mathematical Physics
Narendrapur Ramakrishna Mission School 1977 — 1982
High School
St. Lawrence School, Calcutta 1970 — 1976
FactSet Research Systems, Inc. June 2007 - Present
Stony Brook University January 2007 - May 2007
Baruch College January 2006 - August 2006
Baruch College January 2006 - May 2006
Lehman Brothers September 2001 - August 2004
SIAC June 2000 - January 2001
AIG June 1999 - August 1999
Skills
Perl, Natural Language..., Java, Machine Learning, C++, Computer Science, Software Development, Programming, Algorithms, Team Management, Software Engineering, Object Oriented Design, Information Retrieval, Databases, Linux, SQL, Python
Education
State University of New York at Stony Brook 2006 — 2007
computer science
Columbia University in the City of New York 2004 — 2006
Master of Science (MS), Computer Science: Natural Language Processing track
City University of New York-Baruch College 1999 — 2001
BBA, Computer Info Systems
Tachyus February 2014 - Present
Eikos Partners May 2013 - December 2013
Thomson-Reuters April 2008 - February 2013
Lehman Brothers June 2007 - March 2008
Fund Development Services May 2006 - May 2007
Reuters May 2001 - April 2006
Softwatch January 2000 - April 2001
Astea September 1998 - December 1999
Magnetik May 1996 - March 1998
Skills
F#, C#, Design Patterns, .NET, Visual Studio, Python, DDD, SQL Server, C++, Powershell, Machine Learning, Functional Programming, Concurrent/Parallel..., .NET Reactive..., REST, WPF Development
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1991 — 1997
Master of Science (MS)
JPMorgan Chase January 2014 - Present
JP MORGAN CHASE July 2007 - January 2014
Lehman Brothers May 2006 - January 2007
Lehman Brothers May 2005 - January 2006
Lehman Brothers January 2004 - May 2005
Skills
Data Center, Microsoft Exchange, Servers, Switches, Cisco Technologies, IT Service Management, IT Management, IT Infrastructure...
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (MBA)
Stevens Institute of Technology 2002 — 2007
Bachelor of Engineering (B.E.)
Credit Suisse February 2015 - Present
Barclays Capital January 2010 - April 2012
Goldman Sachs August 2008 - November 2008
JPMorgan Chase 2007 - 2008
Citigroup 2006 - 2007
Lehman Brothers 2004 - 2007
Wipro Technologies 2003 - 2007
Skills
Trading Systems, Fixed Income, JMS, Core Java, FpML, PMP, Requirements Analysis, SDLC
Education
Bharathiar University 1996 — 1999
MCA, Computer Science
University of Madras 1993 — 1996
BCom, Commerce and Accountancy
Barclays Capital January 2011 - Present
UBS February 2007 - February 2011
Wachovia June 2006 - February 2007
Bank of America 1999 - 2003
JP Morgan 1997 - 1999
Lehman Brothers 1994 - 1997
Skills
Equities, Derivatives, Hedge Funds, Investment Banking, Fixed Income, Financial Risk, Capital Markets, Risk Management, Operational Risk, Operational Risk..., Financial Analysis, Securities, Financial Modeling, Banking, Equity Derivatives, Middle Office, Enterprise Risk..., Series 7
Education
Suffolk University 2001 — 2003
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Accountancy
Funding Your Business Without Selling Your Soul May 2015 - Present
Finance-Ability June 2014 - Present
Rimalu Ventures July 2009 - Present
Various clients August 2007 - June 2009
MiCS MicroChemical Systems SA January 2000 - July 2007
Lehman Brothers July 1998 - March 1999
J. E. Robert Companies October 1994 - July 1998
Arruth Associates May 1993 - October 1994
Skills
Due Diligence, Financial Analysis, Strategic Planning, Business Planning, Financial Modeling, Business Valuation, Financial Reporting, Accounting, Corporate Finance, Internal Controls, Valuation, Mergers, Forecasting, Managerial Finance, Finance, Mergers & Acquisitions, Cost Accounting, Financial Forecasting, Investments, Management
Education
Baylor University - Hankamer School of Business 1991 — 1992
MBA
Trinity University 1987 — 1991
Bachelor of Science
Université de Neuchâtel 1999 — 2001
Certified Instructor
Negotiation Expertise 2009 — 2009
CNE
UBS Investment Bank February 2009 - Present
Lehman Brothers October 2000 - November 2008
Lehman Brothers/Barclays Capital 2005 - 2008
Kibo Group, Inc. 2000 - 2005
Rich Inc. 1986 - 2000
Education
Binghamton University
ISI Group 2013 - Present
Wells Fargo Securities 2006 - 2013
Banc of America Securities 2005 - 2006
Lehman Brothers 2000 - 2002
Skills
Equities, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Bentley University 1989 — 1993
BS, Economics and Finance
KPMG January 2014 - Present
Barnes & Noble June 2011 - February 2013
Barnes & Noble October 2009 - August 2011
Medmatics November 2008 - May 2009
Lehman Brothers March 2007 - October 2008
Department of Decision and Information Technologies (Smith School of Business) September 2005 - December 2006
Lehman Brothers May 2006 - August 2006
Avon May 2005 - August 2005
Skills
Visio, SQL, Market Research, Oracle, Product Marketing, Product Management, Competitive Analysis, Product Launch, Project Management, Project Coordination, Social Media, Management, Training, Access
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Business Administration (M.B.A.), Marketing & Decision Sciences
University of Maryland College Park 2003 — 2007
Bachelor's Degree, Management Information Systems, General
Safra National Bank of New York January 2013 - Present
Labaton Sucharow LLP 2011 - 2011
MedalEdge.com 2007 - 2011
Lehman Brothers 1998 - 2007
Credit Lyonnais December 1996 - April 1998
Quick & Reilly January 1995 - December 1996
Bankers Trust June 1994 - January 1995
Neuberger Berman 1993 - 1994
Skills
Investments, Equities, Securities, Financial Analysis
Education
Bentley University 1990 — 1994
Bachelor of Science (BS), Accountancy
Vesalius College 1993 — 1993
Semester Abroad, Brussels, Belgium
Geller Family Office Services, LLC February 2009 - Present
BCRS Associates LLC April 2007 - February 2009
Lehman Brothers 2002 - 2007
Skills
Accounting, Adobe Acrobat, Corporate Tax, Tax, Financial Reporting, Tax Research
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
RBC Capital Markets June 2015 - Present
UBS Investment Bank May 2013 - June 2015
Barclays Capital August 2009 - May 2013
Barclays Capital September 2008 - August 2009
Lehman Brothers June 2007 - September 2008
Mascoma Investment Services June 2006 - August 2006
RBC Capital Markets and Dain Rauscher February 2006 - February 2006
Skills
Series 7, Compliance, Investments, Corporate Finance, Equities, Securities, Derivatives
Education
Bates College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Thetford Academy 1999 — 2003
Brixmor Property Group - subsidiary of Blackstone December 2013 - Present
Brixmor Property Group - subsidiary of Blackstone January 2013 - Present
Brixmor Property Group - subsidiary of Blackstone November 2010 - Present
Houlihan-Parnes Realtors, LLC August 2008 - January 2010
CB Richard Ellis January 2008 - May 2008
Meridian Capital Group August 2006 - December 2007
The Lansco Corporation August 2005 - July 2006
Lehman Brothers 2000 - 2005
Skills
Asset Managment, Leases, DCF, JD Edwards, Real Estate Economics, Dyna, Real Estate, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Asset Management, Portfolio Management, Disposition, Investment Properties, Commercial Real Estate, Corporate Finance, Investments, Finance, Acquisitions, Financial Reporting, Loans, Cash Flow
Education
New York University 2010 — 2012
MSRE, Masters in Real Estate Science
Baruch College, City University of New York (CUNY) 1996 — 1999
BBA, Operations Management
State University of New York at Buffalo - School of Management 1993 — 1995
Stuyvesant 1990 — 1993
Insight Strategy Group 2014 - Present
Prophet 2011 - 2014
Deloitte Consulting 2001 - 2011
Lehman Brothers 1996 - 1999
Skills
Segmentation, Marketing Strategy, Marketing, Go-to-market Strategy, Customer Retention, Strategic Planning, Change Management, Marketing Research, Marketing Management, Customer Experience, Operating Model Design, Channel Management, Customer Loyalty, Customer Service, Brand Development, Company Branding, Strategic Brand..., Brand Implementation, Growth Strategies, Channel Strategy, Consumer Behaviour, Consumer Branding, Strategy, Business Strategy
Education
University of Pennsylvania - The Lauder Institute 1999 — 2001
Master of Arts (M.A.), International Studies
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (M.B.A.)
Bates College 1992 — 1996
B.A., Economics
The London School of Economics and Political Science (LSE) 1994 — 1995
General Course, Economics
Neuberger Berman January 2009 - Present
Neuberger Berman October 2008 - October 2011
Lehman Brothers June 2004 - December 2008
Skills
SDLC, Risk Management, Visio, Vendor Management, PMP, Project Portfolio..., Program Management, Project Management, IT Management, Process Engineering, Software Project...
Education
Baruch College, City University of New York (CUNY) 1997 — 2004
BBA, computer information systems
Wood Tobe-Coburn School 1993 — 1995
Associate of Arts and Sciences (AAS), Business Administration and Management, General
UBS Investment Bank February 2010 - February 2012
Broadpoint Capital November 2008 - January 2010
Lehman Brothers July 1995 - November 2008
Skills
Capital Markets, Fixed Income, Derivatives, Bloomberg, Investments, Hedge Funds
Education
Bates College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Deutsche Bank April 2013 - Present
Barclays Capital July 2009 - April 2013
Lehman Brothers February 2007 - June 2009
Morgan Stanley February 2005 - February 2007
Lehman Brothers February 2004 - February 2005
Lehman Brothers June 2000 - February 2004
Skills
Expense Management, Brokerage, Capital Markets, Corporate Finance, Accounts Payable, Equities, Credit Derivatives, Interest Rate..., Foreign Exchange, Cost Transparency, Cost Savings Strategies, Strategic Negotiations, Supplier Negotiation, People Development, Global Management, Relationship Management, Accounts Receivable, Client Billing, Technology Solutions, Commodities, Co-location, Market Connectivity, Client Connectivity
Education
Bentley University 1996 — 2000
BS, Finance
Lehman Brothers 2005 - 2006
Navigant Consulting 2005 - 2005
E*TRADE Financial 2004 - 2005
Blackman Kallick 2002 - 2004
td waterhouse 2000 - 2001
Education
Benedictine University 1995 — 1998
Lehman Brothers
Education
Baruch College, City University of New York (CUNY)
Barclays Capital September 2008 - Present
Lehman Brothers 2007 - 2008
Goldman Sachs 2003 - 2007
Skills
Business Intelligence, Capital Markets, Data Models, OLAP, Process Management, Business Analysis, Business Objects, Agile Project Management, Data Warehouse..., Financial Reporting, Liquidity Risk, Basel III, QlikView, Spotfire, Forecasting, Strategy, CRM, Investment Banking, SDLC, Business Analytics, Data Warehousing, Requirements Analysis, Sybase, SQL
Education
Bengal Engineering and Science University, Shibpur 1998 — 2002
BE
Burnpur Riverside School 1995 — 1997
New York University March 2015 - Present
ADP August 2008 - October 2014
Lehman Brothers June 2005 - March 2008
Citi February 2001 - June 2006
Skills
SDLC, Business Analysis, Vendor Management, Visio, Financial Services, PeopleSoft, Software Project..., SQL, Process Improvement, Requirements Analysis, Fixed Income, Project Management, Business Process..., User Acceptance Testing, SharePoint, Result Oriented, Client Focus, Analysis, Business Process, Business Requirements
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Bank of America Merrill Lynch January 2009 - Present
Banc of America Securities December 2004 - November 2009
Lehman Brothers June 2000 - December 2004
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Finance
Columbia University in the City of New York 1990 — 1992
B.S.E., Civil Engineering, Cum laude, May 1992
Providence College 1987 — 1991
BS, Physics
Advent Intermodal Solutions LLC July 2015 - Present
Babson Capital Management October 2007 - July 2015
Babson Capital Management March 2003 - October 2007
Byte Consulting October 2000 - October 2007
Morgan Stanley June 2002 - March 2003
Lehman Brothers January 2001 - June 2002
Wintech International March 2000 - October 2000
Skills
Business Analysis, SDLC, Requirements Analysis, Business Intelligence, Fixed Income, Agile Methodologies, Data Warehousing, Vendor Management, Structured Finance, Capital Markets, Derivatives, Software Project..., Bloomberg, Global Asset Management, Trading Systems, Enterprise Software, Microsoft SQL Server, C#, Agile Project Management, .NET, Loans, Offshore Management, BankLoans, Swaps, Equity Swaps, Credit Management, Web Services, PHP, HTML, HTML5, CSS, JavaScript, Management, Integration, Asset Management, Databases, Investments, Leadership, Portfolio Management, Program Management, SOA, Requirements Gathering, ASP.NET MVC
Education
Bharathidasan University 1995 — 1999
B.E, Computer Science and Engineering
SACET 1995 — 1999
BE, Computer science
Credit Suisse May 2011 - Present
Credit Suisse August 2009 - May 2011
Lehman Brothers July 2006 - December 2008
Citigroup Alternative Investments 2003 - 2006
Techlead software engineering Pvt.Ltd. 2000 - 2003
Skills
Sybase, Fixed Income, Investment Banking, Derivatives, Capital Markets, Equities, Trading Systems, SDLC, Portfolio Management, Business Analysis, Asset Managment, Hedge Funds, Prime Brokerage, Software Project..., Business Objects, FX Options, Market Data, Informatica, Risk Management, Agile Methodologies, Financial Services, Bloomberg
Education
Bharati Vidyapeeth 1995 — 1999
BE, Electonics
Calamos Investments April 2000 - Present
Lehman Brothers 1996 - 1999
The Chicago Corporation (Now ABN-AMRO) 1994 - 1996
The Chicago Corporation (Now ABN-AMRO) 1988 - 1996
Skills
Series 7, Mutual Funds, Series 63, FINRA, Securities, Financial Services, Trading, Equities, Hedge Funds, Risk Management, Alternative Investments, Fixed Income, Asset Allocation, Series 65, Asset Managment, Vendor Management, Outsourcing, Asset Management
Education
DePaul University 1990 — 1994
Bachelor of Science, Finance
Benedictine University 2007 — 2008
MBA, Business
TDSecurities (USA) LLC April 1999 - Present
ING Barings 1995 - 1999
Lehman Brothers 1987 - 1995
Skills
Equities, Trading, Fixed Income, Capital Markets, Derivatives, Securities, Back Office, Middle Office, Bonds, Trading Systems, Investment Banking, Hedge Funds, Equity Derivatives, Banking, Credit Derivatives, Finance, FX Options, Swaps, Options, Settlement, Electronic Trading, Interest Rate..., Equity Trading, Structured Products, CDS, Prime Brokerage, Series 7, Bloomberg, Financial Markets, FINRA, Market Data, Operational Risk, Securities Lending, Collateral Management, Market Risk
Education
Baruch College, City University of New York (CUNY)
PricewaterhouseCoopers March 2005 - Present
PricewaterhouseCoopers March 2005 - December 2011
Barclays Capital June 2004 - March 2005
NYU Stern School of Business September 2003 - May 2004
Deloitte Consulting September 1998 - September 2003
Lehman Brothers September 1997 - September 1998
Philip Morris October 1995 - February 1997
Bear Stearns October 1994 - September 1995
Kidder Peabody July 1988 - October 1994
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Human Resources Management
Ardent Title Group, LLC January 2009 - Present
Monument Abstract, Ltd. June 2001 - January 2009
Lehman Brothers April 1985 - June 2001
Education
Baruch College, City University of New York (CUNY) 1976 — 1982
BA, Accounting
Wells Fargo Advisors LLC September 2008 - Present
Lehman Brothers May 2000 - September 2008
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Finance
Citigroup March 2009 - Present
Barclays Capital September 2008 - October 2008
Lehman Brothers 2002 - 2008
Goldman Sachs 2000 - 2002
Electronic Data Systems 1999 - 1999
Salomon Smith Barney 1994 - 1998
JP Morgan Chase 1982 - 1993
Skills
Event Management, Microsoft Excel, Budgets, Event Planning, PowerPoint, Vendor Management, Marketing Strategy, Project Management, Training, Strategic Planning, Leadership, Team Building, Financial Services
Education
Berkeley College 1980 — 1981
Business
City University of New York-College of Staten Island
Guggenheim Partners Managing DirectorOTR GlobalApril 2014 - February 2015
Macquarie Group 2008 - March 2014
Lehman Brothers 2001 - 2007
Merrill Lynch October 1994 - March 2001
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Portfolio Management, Investment Banking, Financial Modeling, Investments, Alternative Investments, Asset Management, Fixed Income, Bloomberg, Equity Research, Private Equity, Series 7, Securities
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance, General
Bates College 1983 — 1987
BA, Economics
Columbia University Medical Center June 2014 - Present
Turning Point Inc. May 2012 - May 2014
Lehman Brothers April 1989 - December 2009
Lehman Brothers April 1989 - December 2009
Skills
Public Relations, Leadership, Nonprofits, Event Management, Philanthropy, Public Speaking, Grants, Fundraising, Management, Strategic Planning
Education
Bergen Community College
Associates, Business Administration and Management, General
F. Schumacher & Co. April 2015 - Present
F. Schumacher & Co. January 2013 - Present
F. Schumacher & Co. July 2012 - January 2013
F. Schumacher & Co. September 2011 - June 2012
WNET.ORG April 2009 - January 2010
WNET.ORG July 2008 - March 2009
The Issue April 2007 - April 2008
Lehman Brothers August 2006 - April 2007
Skills
Business Development, New Business Development, Social Media, Product Management, Social Media Marketing, Sales Operations
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
Bates College 2002 — 2006
BA, English
Land/Estate Management 1996 - Present
SWBC Wealth Management May 2012 - April 2014
Wells Fargo Advisors, LLC February 2011 - May 2012
Exceed, LLC. July 2010 - May 2011
Glass Doctor of Houston October 2005 - January 2010
SWS FINANCIAL SERVICES January 1997 - October 2005
Harris, Webb, & Garrison August 1995 - January 1997
Legg Mason September 1992 - August 1995
Lab Products, Inc August 1990 - September 1992
Lehman Brothers August 1988 - August 1990
Skills
Investment Advisory, Investments, Wealth Management, Asset Managment, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Series 63, Portfolio Management, Asset Allocation, Capital Markets, Financial Advisory, Trust Management, Real Property, Agribusiness, Minerals, Finance, Investment Strategies, Asset Management, Investment Banking, Strategic Planning, Leadership, Retirement, Banking, Managerial Finance, Budgets, Management, Negotiation, Contract Negotiation, Financial Planning
Education
Baylor University - Hankamer School of Business 1986 — 1988
MBA, Capital Markets
Baylor University 1982 — 1986
BBA, Real Estate/Finance
University of London 1985 — 1985
Coursework, International Finance
Memorial High School 1978 — 1982
Lehman Brothers 2006 - 2008
Merrill Lynch 1996 - 2006
Education
Benjamin N. Cardozo School of Law, Yeshiva University
JD, Law
Vassar College
BA, English
Citi September 2012 - Present
Barclays Capital September 2008 - September 2012
Lehman Brothers July 2003 - September 2008
Binghamton University January 2001 - June 2001
Binghamton University July 2000 - December 2000
Education
Binghamton University 1999 — 2003
Bachelor of Science, Computer Science
Stuyvesant High School
Needham Bank June 2010 - Present
Integrated Compliance Solutions March 2009 - June 2010
Lehman Brothers June 2004 - August 2008
Capital Crosing Bank 2004 - 2008
Fleet Bank December 1999 - May 2004
BankBoston September 1997 - November 1999
Skills
OFAC, Internal Audit, USA PATRIOT Act, Financial Risk, Internal Controls, AML, Commercial Lending, Loan Origination, Risk Management, Bank Secrecy Act, Auditing, KYC, Analysis, Risk Assessment, Banking, Financial Services, Operational Risk, Anti Money Laundering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1994
MSF, Finance
Bryant University 1980 — 1984
BSBA, Accounting
Morgan Stanley January 2015 - Present
Morgan Stanley August 2010 - December 2014
Barclays Capital October 2008 - July 2010
Lehman Brothers October 2006 - October 2008
PricewaterhouseCoopers January 2005 - October 2006
Skills
Capital Markets, Derivatives, Fixed Income, Equities, Credit Derivatives, Bloomberg Terminal, Equity Derivatives, Product Control, Market Risk, Corporate Finance, Risk Management, Financial Reporting, Interest Rate..., Bloomberg, Bonds, Emerging Markets, FX Options, Financial Markets, Options, Structured Finance, Structured Products, Valuation, Commodity, Alternative Investments, CVA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2004
MS, Finance
RA Podar
Master's degree, Accounting and Finance
eWaveMD August 2014 - Present
Orange Line January 2009 - June 2014
Lehman Brothers January 1999 - December 2011
Lehman Brothers January 1999 - September 2008
Lehman Brothers January 1999 - September 2008
Barclays Capital 2008 - 2008
Skills
Visio, Programming, Sybase, SDLC, Trading Systems, Microsoft SQL Server, Business Analysis, Project Management, SharePoint, Requirements Analysis, Agile Methodologies, Software Project..., Databases, SQL, Requirements Gathering
Education
Parsons School of Design 2002 — 2006
Certificate Program, Interior Design
Baruch College, City University of New York (CUNY) 1994 — 1999
CIS, Computers, French
Nomura January 2014 - Present
Nomura August 2009 - January 2014
Barclays Capital September 2008 - August 2009
Lehman Brothers 2005 - 2008
Lucent Technologies 1999 - 2005
Siemens 1996 - 1999
Skills
Trading Systems, Futures, FIX, Low Latency, Exchange Connectivity, Software Development, Financial Markets, Equity Derivatives, Unix, Trading System, Interest Rate..., Electronic Trading, Derivatives, Direct Market Access, Prime Brokerage, Trading, FX Options, Equity Trading, Multithreading, Order Management, Trading Strategies, Algorithms, Investment Banking, Java
Education
Bharathiar University 1993 — 1996
Masters, Computer Applications
D G Vaishnav College 1990 — 1993
BSc, Physics
National Institute of Information Technology 1990 — 1993
Advanced Diploma, Systems Management
Stifel Financial Corp. September 2013 - Present
Raymond James December 2008 - September 2013
Lehman Brothers September 1998 - September 2008
Skills
Bonds, Securities, High Yield, Corporates, Bloomberg, Series 7, Derivatives, Structured Products, MBS, Investments, Fixed Income, Capital Markets, Portfolio Management, Alternative Investments, Hedge Funds
Education
Pace University 1998 — 2002
MBA, FINANCE
Bentley University 1988 — 1992
b.s., FINANCE
Nomura September 2008 - March 2011
Lehman Brothers August 2007 - September 2008
Lehman Brothers July 2006 - July 2007
Merrill Lynch May 2005 - June 2005
Skills
Prime Brokerage, Capital Markets, Analysis, Data Analysis, Visio, Financial Risk, Equity Derivatives, Equities, Business Process..., Financial Analysis, Financial Reporting, HTML, Statistics, Quantitative Analysis, Metrics Analysis, Data Quality, Reconciliations, Report Generation, Dashboard, SharePoint, VBA, KPI, Hedge Funds, SQL
Education
Bharati Vidyapeeth 2004 — 2006
MBA, Finance
MOP Vaishnav College for Women, University of Chennai 2001 — 2004
Bachelor of Science (B.Sc.), Computer Science
St.Johns Matriculation Higher Secondary School, Chennai
Computer Science
JPMorgan September 2007 - Present
Lehman Brothers July 2000 - August 2007
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance & Management
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
Hogan Lovells September 2014 - Present
Cardozo Law Review May 2013 - August 2014
United States District Court - Eastern District of New York August 2013 - December 2013
Hogan Lovells May 2013 - August 2013
Securities Arbitration Clinic at Benjamin N. Cardozo School of Law August 2012 - May 2013
Office of the Attorney General of the State of New York June 2012 - August 2012
Aurora Bank FSB 2008 - 2011
Lehman Brothers May 2006 - September 2008
Lifestyle Media May 2004 - May 2006
Skills
Securities, Civil Litigation, Westlaw, Litigation, Legal Writing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
Doctor of Law (J.D.)
Rollins College 2000 — 2004
BA, Political Science
Science Hill High School
Citi January 2012 - Present
Citi April 2009 - March 2012
Barclays Capital September 2008 - April 2009
Lehman Brothers July 2008 - September 2008
Financial Software Systems June 2006 - July 2008
ScienceSoft July 1997 - January 2001
Skills
C#, Java, Software Development, .NET, SQL, Software Project..., SDLC, Agile Methodologies, Spring, Fixed Income
Education
Villanova University 2004 — 2008
MS, Computing Science
Eindhoven University of Technology 2001 — 2001
Software Engineering
Belarusian State University 1993 — 1998
MS, Physics
Bergen Community College October 2011 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers April 1981 - September 2008
Skills
Analysis, Requirements Analysis, Business Analysis, Documentation, Testing, Business Requirements, Excel, Microsoft Office, Databases, Business Process, User Acceptance Testing, Functional..., Business Objects, SDLC, CRM, Project Management
Education
Baruch College, City University of New York (CUNY) 1979 — 1982
BA, Business
Fordham Gabelli School of Business
MBA, Finance
Citi September 2013 - Present
OppenheimerFunds October 2008 - August 2013
Lehman Brothers June 2001 - October 2008
Skills
Vendor Management, Software Project..., Business Analysis, Capital Markets, Agile Methodologies, IT Strategy, Hedge Funds, Investment Banking, Asset Managment, IT Management, Program Management, Process Engineering, Outsourcing, Portfolio Management, Project Management, Agile Project Management, Agile Leadership, Change Champion, Thought Leadership
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Information Systems
Amazon July 2015 - Present
Barclays December 2014 - June 2015
JPMorgan Chase August 2012 - December 2014
Scotiabank May 2009 - August 2012
Risk Focus May 2009 - August 2012
RBC Capital Markets January 2009 - May 2009
UBS Investment Bank June 2006 - December 2008
Lehman Brothers 2006 - 2006
Triple Point Technology 2005 - 2006
SHAZAM Network - ITS, Inc. December 2002 - September 2005
Skills
Trading Systems, Derivatives, Fixed Income, EFTPOS, SDLC, Java, Spring, Oracle, Sybase, Agile Methodologies, Commodity, Design Patterns, SQL, ETRM, XML, Integration, Unix, C#, Trading, Software Development, Financial Risk, Credit Derivatives, Market Risk, Back Office, Credit Risk, Scala
Education
Maharishi University of Management 2002 — 2005
•Master of Science, Computer Science
Southern Federal University (former Rostov State University)
•Master of Science, Physics
Московский Государственный Технический Университет им. Н.Э. Баумана (МГТУ) / Bauman Moscow State Technical University
Mathematics and Computer Science
Lehman Brothers October 2006 - September 2008
Gemini Systems September 2005 - September 2006
Client Network Service Inc July 2000 - September 2005
Syntel August 1996 - January 2000
Education
Bharathidasan University 1993 — 1996
MCA, Computers
Total Bank Solutions January 2009 - Present
Lehman Brothers July 2006 - January 2009
Education
Binghamton University 2004 — 2006
MS, Computer Science
Baruch College, City University of New York (CUNY)
Elana Marcus Associates, Inc. December 2008 - Present
Lehman Brothers 2001 - 2008
Epstein Becker & Green, P.C. 1997 - 2000
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
Cornell University
B.S., Industrial and Labor Relations
Siluria Technologies, Inc. June 2014 - Present
Eagle Rock Energy Partners January 2009 - May 2014
Lehman Brothers August 1997 - January 2009
PwC August 1993 - July 1997
Skills
Capital Markets, Hedge Funds, Investment Banking, Corporate Finance
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Economics
Baylor University 1989 — 1993
BA, Business Administration
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2012 - Present
New York City Law Department September 2011 - December 2011
New York State Attorney General June 2011 - August 2011
Innocence Project June 2010 - May 2011
New York City Council 2008 - 2009
Lehman Brothers June 2007 - August 2007
Skills
Legal Research, Hearings, Westlaw, Lexis, Legal Writing, Courts, Appeals, Corporate Law, Securities Regulation, Policy, Legal Issues
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Juris Doctor, Law
Cornell University 2004 — 2008
Policy Analysis, Economics, With Honors
Credit Suisse July 2011 - Present
Columbia Business School August 2009 - August 2011
Barclays Capital April 2008 - August 2009
Lehman Brothers August 2005 - April 2008
Lehman Brothers March 2003 - June 2005
Morgan Stanley October 2002 - March 2003
Skills
Risk Management, Derivatives, Bonds, Interest Rate..., Fixed Income, Equity Derivatives, Credit Derivatives, Financial Modeling, Asset Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Bentley University 1998 — 2002
BS, Finance
Barclays Wealth and Investment Management 2010 - 2014
Nonpareil Capital 2008 - 2009
Lehman Brothers 2004 - 2008
Lehman Brothers 2002 - 2004
Lehman Brothers 1997 - 2002
Skills
Roadshows, Marketing Event Planning, Human Resources, Manage client..., Capital Markets, Onboarding, Equities, Fixed Income, Asset Management, Hedge Funds, Investment Banking, Bloomberg, Wealth Management, Financial Services
Education
Berkeley College
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.6
R.A. Cohen and Associates September 2011 - Present
R.A. Cohen & Associates, Inc. January 2007 - September 2011
Lehman Brothers September 2002 - November 2006
Education
Bates College 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
GD, Finance & Economics
The Riverdale Country School 1993 — 1997
High School Diploma
The Allen-Stevenson School 1985 — 1993
JPMorgan Chase & Co. October 2014 - Present
BlackRock June 2013 - October 2014
New York Life Insurance Company June 2012 - June 2013
Credit Suisse February 2011 - June 2012
EMC January 2011 - February 2011
Deutsche Bank April 2010 - January 2011
Baruch College September 2007 - April 2010
New York Presbyterian Hospital January 2009 - May 2009
Lehman Brothers December 2007 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Onboarding, Talent Acquisition, Recruiting, Applicant Tracking..., PeopleSoft, Background Checks, Payroll, Human Resources, BrassRing, Accounts Payable, Accounts Receivable, Sales Compensation, SAP, New Hire Paperwork, ADP Payroll, Sourcing, HRIS, Management, Interviews, Employee Benefits, Employee Relations
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Human Resources Management
EDF Trading January 2006 - Present
Lehman Brothers 2006 - 2008
Duke Energy Corporation 1999 - 2004
Skills
Energy Trading, Energy Markets, Natural Gas, Commodities, Hedging
Education
Baylor University - Hankamer School of Business 1991 — 1996
BBA
Baylor University - Hankamer School of Business 1991 — 1996
AllianceBernstein April 2000 - Present
Salomon Brothers September 1996 - September 1998
Lehman Brothers September 1987 - September 1994
Skills
Extensive experience..., Securities, Asset Managment, Fixed Income, Hedge Funds, Equities, Alternative Investments, Asset Allocation, Series 7, Options, Derivatives, Fund Of Funds, Investment Strategies, Capital Markets, Portfolio Management, Bloomberg, Series 63, Investments, Bonds, Equity Research, Trading, Investment Management
Education
Baruch College 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Monsignor Scanlan High School 1979 — 1982
Sokolow & Associates, Inc. June 1991 - Present
Ditri Associates, Inc. 1987 - 1991
Lehman Brothers 1981 - 1986
Arthur Andersen & Co. 1976 - 1979
Skills
Executive Management, Orchestrating Complex..., Outstanding Analytical..., Excellent Communication..., Extensive Negotiation..., Business Plan..., Sophisticated Financial..., Valuation, Financial Modeling, Business Planning, Negotiation, Mergers, Analytical Skills, Restructuring, Mergers & Acquisitions, Strategic Planning, Portfolio Management, Entrepreneurship, Finance, Management, Acquisitions, Due Diligence, Venture Capital
Education
Harvard Business School 1979 — 1981
MBA, Management
Bentley University 1978 — 1980
MS, Taxation
University of Pennsylvania - The Wharton School 1972 — 1976
BS Economics, Finance and Accounting
Sharon High School
McKinsey & Company May 2014 - Present
McKinsey & Company August 2012 - April 2014
McKinsey & Company June 2011 - August 2011
Nomura January 2010 - July 2010
Lehman Brothers / Nomura July 2008 - January 2010
Lehman Brothers July 2006 - June 2008
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Bentley University 2005 — 2006
MS, Accountancy
Bentley University 2001 — 2005
BS, Finance, International Studies
The Cambridge Strategy July 2010 - Present
Dresdner Kleinwort April 2008 - June 2010
Lehman Brothers August 2004 - March 2008
ICMA Centre October 2000 - August 2004
Skills
FX Options, Quantitative Finance, Fixed Income, Financial Engineering, Stochastic Calculus, VBA, Volatility, Equities, Quantitative Investing, Monte Carlo Simulation, Emerging Markets, Rates, Financial Risk, Derivatives
Education
The University of Reading
PhD, Quant Finance
Bilkent Üniversitesi
MS, Distinction, Finance and Econometrics
Imperial College London
MSc, Distinction, Finance
University of Cambridge
BA, Mathematics
Credit Suisse April 2005 - December 2010
Deutsche Bank March 2004 - July 2004
Lehman Brothers November 2000 - November 2003
Morgan Stanley May 1994 - November 2000
Skills
Equities, Collateral Management, Derivatives, Project Management, PMP, Onboarding
Education
State University of New York at Binghamton
Economic
Morgan Stanley November 2009 - Present
Barclays Capital October 2008 - October 2009
Lehman Brothers June 2007 - September 2008
Skills
Capital Markets, Credit Derivatives, Credit Risk, Derivatives, Equity Derivatives, Financial Modeling, Financial Risk..., Fixed Income, Market Risk, Quantitative Finance, Risk Management
Education
Purdue University
MS, Statistics with Specialization in Computational Finance
Purdue University
PhD, Physics
Bilkent University
BSc, Phyiscs
Mountain Power Construction August 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers March 2004 - September 2008
Education
University of Denver - Daniels College of Business 2001 — 2003
MBA & MS, Finance, Finance and Business
Bates College 1996 — 2000
BA, Economics
Sands Brothers Asset Management April 2010 - January 2012
Liquid Assets Consulting October 2009 - February 2010
Lehman Brothers/Barclays Capital July 2008 - March 2009
Lehman Brothers June 2007 - September 2007
Penn, Schoen and Berland September 2006 - December 2006
Macmillan McGraw-Hill May 2006 - September 2006
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA
TD Bank January 2015 - Present
Regional Bank August 2011 - Present
GAB Robins North America, Inc September 1999 - June 2011
Accenture September 1997 - September 1999
Lehman Brothers June 1997 - August 1999
Andersen Consulting LLP April 1996 - June 1997
Nomura Research Institute January 1987 - April 1996
Skills
SDLC, Data Warehousing, COBOL, Lotus Notes, Insurance, Mainframe, Software Development, Accounts Payable, JCL, Access, Management, General Ledger, .NET, DB2, ERP, Software Documentation, Miser, EOM/Depcon
Education
Saint Peter's University 1979 — 1981
BACHELOR OF SCIENCE, Business Administration
Kean University 1977 — 1979
N/A
Bergen Community College 1975 — 1976
Associate of Arts and Sciences (A.A.S.), Business Computer Programming
Yahoo! January 2012 - Present
MEC September 2007 - August 2011
NERA Economic Consulting June 2002 - January 2007
Lehman Brothers March 2001 - March 2002
Nomura IBJ Global Investment Advisors, Inc June 1998 - March 2001
Skills
Analytics, Statistics, Data Analysis, Statistical Modeling, Logistic Regression, Regression Analysis, Regression Models, SAS, SAS programming, SAS (Unix), R, Excel, Conversion Attribution, Attribution, Attribution Modeling, Ad Effectiveness..., Basics of Unix, MS Access (basics)
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
MS, Statistics
Brandeis University 1994 — 1998
BA, Economics
Piper Jaffray & Co November 2010 - Present
Lehman Brothers June 1999 - September 2008
Education
Indiana University Bloomington 1999 — 2001
MBA, Finance/International Economics
Baylor University 1990 — 1994
BA, Political Science/Environmental Science
Merrill Lynch Wealth Management September 2015 - Present
Wells Fargo Bank, N.A. January 2012 - September 2015
First PREMIER Bank – PREMIER Bankcard June 2009 - January 2012
Lehman Brothers August 2008 - September 2008
United States Army April 1999 - September 2004
Skills
Leadership, Team Building, Investments, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Finance, Analysis, Strategic Planning, Credit, Sales, Small Business, Policy Analysis, Policy, Community Outreach, Grassroots Organizing, Public Speaking, Strategic Communications
Education
University of Nebraska-Lincoln
Master of Science (MS), Family Financial Planning
Bellevue University
Bachelor of Science (BS), Business
NICE Actimize October 2014 - Present
SEP Technology Consulting, LLC July 2013 - April 2014
Northern Trust Hedge Fund Services 2012 - 2013
Omnium LLC 2010 - 2012
Citi 2009 - 2010
Citi 2008 - 2009
Lehman Brothers 2007 - 2008
Citi 2004 - 2007
Skills
SDLC, Agile Project Management, Agile & Waterfall..., Scrum, RAD, JAD, RUP, CMM, Business Process..., Process Modeling, N-tier, Business Workflows, Workflow Diagrams, Production Support, Project Management, Experienced Business..., Business Analysis..., Business Analysis, Relationship Management, Vendor Management, Data Mining, Technical Support, Business Requirements, Technical Writing, Client Relations Skills, Customer Oriented, Client Facing Skills, Reporting & Analysis, Executive Reporting, Report Writing, Metrics Reporting, Metric Development, Billing Process, Data Analysis, Hedge Funds, Project Planning, User Acceptance Testing, Risk Management, Operational Risk, Derivative Operations, Business Impact Analysis, Change Management, Use Case Analysis, Stakeholder Management, Process Improvement, End User Training, Process Flow..., Systems Analysis, Software Deployment, CRM
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Computer Information Systems
FLHS
UT Southwestern Medical Center September 2014 - Present
Emory University July 2011 - June 2014
Northwestern Memorial Hospital July 2008 - June 2011
Lehman Brothers August 2000 - June 2002
Education
Baylor College of Medicine 2004 — 2008
Medical Degree, Medicine
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science in Economics, Finance and Management