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
American Express OPEN March 2014 - Present
Salesforce.com April 2011 - September 2013
Wells Fargo Advisors February 2008 - November 2010
Lehman Brothers June 2005 - February 2008
Morgan Stanley 1997 - 2005
Fox Sports August 1996 - October 1999
Wells Capital Management 1993 - 1997
Skills
Portfolio Management, Investments, Salesforce.com, Series 7, Asset Managment, Securities, Trading, Capital Markets, Business Strategy, Investor Relations, Business Development, Management, Solution Selling, Executive Management, Corporate Finance, Leadership, Financial Services, Start-ups, Finance, Competitive Analysis, Cold Calling, Venture Capital, Analytics, Fixed Income, Treasury Management, Cash Management, CRM, Strategic Financial..., Wealth Management, SaaS, Sales Management, Sales, Sales Process, Strategy, Cloud Computing, Sales Operations, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 1987 — 1989
Business Administration, Finance
Saint Mary's College of California 1985 — 1987
EverBank April 2010 - Present
Aurora Bank FSB May 2010 - July 2010
Aurora Loan Services September 2008 - May 2010
Lehman Brothers August 2006 - September 2008
JPMorgan Chase 2004 - 2006
Nexstar Financial Corporation 2002 - 2004
Citimortgage 1998 - 2002
Education
Saint Louis University 1978 — 1982
BSBA, MBA, Accounting
Parthenon Capital July 2014 - Present
Deutsche Bank Securities July 2013 - July 2014
Deutsche Bank Securities September 2010 - July 2013
Calyon Corporate and Investment Bank July 2009 - September 2010
Harlem RBI December 2008 - September 2010
Lehman Brothers July 2008 - February 2009
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Valuation, Finance, Due Diligence, Equities, Fixed Income, Investments, Venture Capital, Leveraged Finance, Financial Analysis, Mergers & Acquisitions
Education
Saint Louis University 2004 — 2008
B.S.B.A., Finance, Biology
Barclays Capital 2008 - Present
Verona Board of Education 2003 - Present
University of Scranton Parents' Executive Council 2013 - 2015
Lehman Brothers February 1992 - 2008
Skills
Capital Markets, Prime Brokerage, Fixed Income, Equities, Hedge Funds, Derivatives, Trading Systems, Electronic Trading, Options, Investment Banking, Swaps, Bloomberg, Securities, Alternative Investments, Market Data, Middle Office, Finance, FX Options, Trading, Bonds
Education
St. John's University 1980 — 1984
BS, Finance
Xaverian High school 1976 — 1980
High School
Goldman Sachs Asset Management January 2015 - Present
Goldman Sachs Asset Management January 2012 - December 2014
Goldman Sachs Asset Management July 2008 - December 2011
Lehman Brothers June 2007 - August 2007
Johnson & Johnson June 2006 - August 2006
Skills
Hedge Funds, Fixed Income, Equities, Bloomberg, Financial Modeling
Education
Rutgers University-New Brunswick 2004 — 2008
Bachelor's of Science, Finance
Pershing February 2009 - Present
ubs 1997 - 2007
lehman brothers 1988 - 1997
Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, Management, Derivatives, Financial Services, Asset Management, Investment Banking, Securities, Strategic Planning, Alternative Investments, Prime Brokerage, Series 7, Leveraged Finance, Trading, Financial Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Bachelor of Science (B.S.), Economics/Finance
Barclays July 2013 - Present
Barclays Capital July 2009 - June 2013
Lehman Brothers May 2008 - August 2008
Skills
Financial Modeling, Fixed Income, Bloomberg, Financial Analysis, Investment Banking, Capital Markets, Valuation, Equities, Derivatives, Corporate Finance, Credit Risk, Credit Analysis, Leveraged Finance, Credit, Investments
Education
Saint Louis University 2005 — 2009
Bachelor of Science (B.S.), Business Administration, Finance and International Business
Curlkit LLC November 2011 - Present
STATE OF June 2007 - February 2014
Superior Court of New Jersey June 2006 - February 2014
BEST ENTERTAINMENT DBA Maxine's November 2004 - January 2009
US Army May 1999 - December 2006
JDNS MANAGEMENT INC September 1998 - January 2005
Lehman Brothers March 2001 - August 2003
McGraw Hill Companies May 2000 - December 2001
Lucent Technologies May 1999 - December 2000
Skills
Access, Analysis, Strategic Planning, Quality Assurance, Research, Software Documentation, Process Improvement, Spanish, Editing, Microsoft Office, Training, PowerPoint, Public Speaking, Databases, Customer Service, Customer Satisfaction, Microsoft Word, Time Management, Microsoft Excel, System Administration, Troubleshooting, Budgets, Leadership Development, Management, Data Entry, Leadership, Social Networking, Online Marketing, Social Media, Outlook, Team Leadership, Sales, Blogging, Market Research, Facebook, Team Building, Data Analysis, Account Management, Program Management, Project Management, Event Planning, Government, Nonprofits, Policy, Fundraising, Coaching, Public Relations, Entrepreneurship, Social Media Marketing, Administration
Education
University of Phoenix 2010 — 2011
Master, Information Systems
Rutgers University-New Brunswick 1997 — 2002
BS, Finance
School of Business, Rutgers University 1997 — 2002
Bachelors of Science, Finance
Deutsche Bank Asset and Wealth Management September 2013 - August 2014
Robert W. Baird & Co. July 2010 - September 2013
Wells Fargo Private Bank August 2007 - July 2010
Bear Stearns January 2005 - September 2006
Lehman Brothers December 1985 - January 2005
Skills
Wealth Management, Series 7, Investment Banking, Financial Advisory, Equities, Equity Research, Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management..., Securities, Series 63, Mutual Funds, Investments, Portfolio Management
Education
Saint Louis University 1978 — 1982
BA, Psychology
St. Paul's School 1974 — 1978
High School Diploma
School of the Holy Child-Old Westbury 1968 — 1973
L. A. Reaves Photography Writer/EditorReaves WritesSeptember 1972 - Present
Various Film and TV Production Companies 2006 - November 2012
Newark Symphony Hall/Newark Performing Arts Corporation September 2007 - March 2010
Lehman Brothers November 1980 - July 2006
Skills
Event Planning, Voice Over, Entertainment, Performing Arts, Fundraising, Social Networking, Training, Vendor Management, Event Management, Public Speaking, Public Relations, Music, Nonprofits, Social Media, Entrepreneurship, Social Media Marketing, Customer Service, Television, Strategic Planning, Workshop Facilitation, Project Management, Program Management, Teaching, Start-ups, Non-profits, Acting, Organization, Research, Arts Administration, Community Outreach, Corporate Events, Creative Writing, Editing, Festivals, Marketing Strategy
Education
Voiceover Academy 2007 — 2007
Certificate
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1981
Peshine Avenue School 1960 — 1968
Diploma
CandaceDarlingConsulting January 2009 - Present
Sphatika International, LLC 2006 - 2008
Lehman Brothers 2000 - 2006
Citigroup 1998 - 2000
Salomon Smith Barney 1997 - 1998
Salomon Brothers Inc 1995 - 1997
Broadway Shows March 1976 - September 1985
Skills
Talent Management, Talent Acquisition, Succession Planning, Onboarding, Music, Employee Engagement, Deferred Compensation, Recruiting, College Recruiting, Performance Management, Personnel Management, Executive Search, Applicant Tracking..., Human Resources, Organizational Design, HRIS, Organizational...
Education
Ryerson University
Theatre Major, Ballet training-The Royal Academy of Dancing
Robert Half June 2015 - Present
Citigroup January 2013 - April 2015
Citigroup July 2008 - December 2012
Lehman Brothers September 2006 - October 2007
Goldman Sachs September 1999 - September 2006
ADP June 1996 - September 1999
Education
Rutgers, The State University of New Jersey-Newark
BS, Accounting
Citigroup March 2010 - Present
CBS Corporation September 2009 - March 2010
Barclays Capital, Inc May 2001 - September 2009
Lehman Brothers May 2001 - September 2008
Jones Lang LaSalle May 2000 - May 2001
Philips International Holdings Corporation August 1997 - April 2000
KBA Lease Services (formerly Kislak Lease Services) September 1996 - July 1997
Petrie Retail, Incorporated September 1994 - September 1996
Skills
Dispositions, Corporate Real Estate, Leases, Real Estate, Financial Analysis, Due Diligence, Portfolio Management, Contract Negotiation, Budgeting, Strategic Planning, Customer Relations, Negotiation, Business Strategy, Financial Modeling, Real Estate Finance, Vendor Management, Change Management, Executive Management, Retail, Real Estate Transactions, Process Improvement, Team Building, Capital Budgeting, Process Engineering, Analysis, Customer Service, Disposition, Finance, Management, Real Estate Economics, Strategy, Budgets, Lease Administration
Education
CertificationCoreNet Global - New York City Chapter 2003 — 2006
MCR, Real Estate
NYU School of Continuing and Professional Studies
Certificate, Real Estate Studies
Rutgers University-New Brunswick 1990 — 1994
BA, Economics
JPMorgan Chase & Co. January 2015 - Present
Barclays August 2012 - November 2014
Barclays Capital November 2008 - August 2012
Barclays Capital February 2007 - November 2008
Lehman Brothers July 1996 - February 2007
Merrill Lynch 1996 - 1996
Fountain Technologies, Inc. 1989 - 1994
Education
Rutgers University-New Brunswick 1987 — 1992
DuPont May 2013 - Present
Bloomberg March 2011 - April 2013
Xerox January 2010 - March 2011
Barclays Capital (Transitioned from Lehman) September 2008 - May 2009
Lehman Brothers July 2006 - September 2008
Ken Clark International June 2003 - July 2006
Skills
PeopleSoft, ADP Payroll, Applicant Tracking..., Microsoft Office, Internet Explorer, SQL, Mainframe, Wordperfect, Bloomberg Terminal, Documentum, HRIS, Onboarding, Employee Benefits, Human Resources, Benefits Administration, Recruiting, Process Improvement, Personnel Management, Payroll, Training
Education
Rutgers University - New Brunswick
B.A., Sociology
Bloomberg LP October 2014 - Present
Bloomberg March 2010 - Present
Barclays Capital September 2008 - October 2008
Lehman Brothers August 2002 - September 2008
Lehman Brothers December 1996 - August 2002
Lehman Brothers May 1991 - December 1996
US Trust July 1985 - November 1989
Skills
Fixed Income, CRM, Executive Management, Equities, Capital Markets, Marketing, Market Research, Alternative Investments, Strategy, Business Strategy, Management
Education
Seton Hall University 1987 — 1991
M.B.A., Finance
Douglass College 1980 — 1984
B.A., Economics
Rutgers University-New Brunswick 1980 — 1984
B.A., Economics, Finance Concentration
- September 1987 - February 2011
Dimension Data September 2007 - February 2010
Dimension Data September 2007 - February 2010
National MS Society January 1995 - January 2007
Lehman Brothers March 1996 - April 2006
Lehman Brothers 1996 - 2006
Standard & Poor's 1986 - 1989
Skills
Data Center, Leadership, Vendor Management, Program Management, Finance, Integration, PMP, Business Analysis, Management, PMO, Outsourcing, Cloud Computing, Enterprise Software, Project Planning, Software Project..., Business Intelligence, SDLC, Strategic Planning, Change Management, Project Management, Disaster Recovery, IT Strategy, Process Improvement, Networking, IT Management, Telecommunications, IT Service Management, Project Portfolio..., Service Delivery, ITIL, Security, Enterprise Architecture, Business Process..., SaaS, Governance, Information Technology, IT Operations, Professional Services, CRM, System Deployment, Business Process, Managed Services, Project Delivery, Solution Architecture, Infrastructure, Strategy, Business Continuity, IT Outsourcing, Resource Management, Service Management
Education
Rutgers University-New Brunswick 1975 — 1978
Highland Park High School
B2R Finance April 2014 - Present
RoundPoint Financial Group June 2013 - April 2014
Residential Finance August 2012 - July 2013
Lehman Brothers October 2003 - May 2008
Residential Finance Corporation April 2001 - October 2003
Fidelity Mortgage 1999 - 2001
Maxium Impact Teleservices, a div of Nightingale-Conant Corp. February 1997 - October 1999
Skills
New Business Development, Strategic Selling, Hunting, CRM, Sales Process, Loan Origination, Loan Officers, Mortgage Lending, Sales, Cold Calling, Management, Selling, Banking, Finance, Loans, Refinance, FHA, Residential Mortgages, Mortgage Banking, Credit Analysis, Credit
Education
State University of New York at New Paltz
Bachelor's degree, Liberal Arts
Saint Bonaventure University
Business/Liberal Arts
Federal Reserve Bank of New York March 2012 - Present
MF Global March 2010 - November 2011
Barclays Capital 2007 - 2009
Lehman Brothers 2007 - 2008
Skills
Financial Analysis, Fixed Income, Forecasting, Finance, Financial Modeling, Budgets, Equities, Portfolio Management, Financial Reporting, Derivatives, Management, Accounting, Account Reconciliation
Education
St. John's University 2004 — 2006
MBA, Finance
University at Albany, SUNY
BA, Information Science, Business, Russian
Aurora Bank FSB June 2008 - December 2011
Lehman Brothers June 2006 - June 2008
Skills
Collections, Records Management, Sales
Education
Cal State Dominguez Hills 2011 — 2013
Bachelor of Arts (B.A.), Communications PR/Advertising
Saddleback College 2008 — 2011
Associate's degree, General Education
The Community Foundation Serving Boulder County April 2014 - Present
Human Movement Management April 2012 - October 2013
TransFirst August 2011 - April 2012
JK5 Ventures, LLC September 2008 - August 2011
Lehman Brothers 1999 - 2005
M.R. Weiser & Co., LLP 1996 - 1999
Skills
Strategic Planning, Contract Negotiation, Joint Ventures, Budget, Valuation, Structured Finance, Analysis, Portfolio Management, Due Diligence, Auditing, Budgets, Financial Analysis, Finance, Loans, Risk Management, Real Estate, Banking, Financial Risk, Accounting, Credit Risk
Education
Rutgers, The State University of New Jersey-Newark
BS, Accounting
Credit Suisse August 2010 - Present
Credit Suisse April 2010 - August 2010
Bank of America January 2009 - December 2009
Merrill Lynch June 2003 - December 2008
Bank of New York Mellon January 2004 - June 2004
Lehman Brothers 1994 - 2003
Skills
Alternative Investments, Back Office, Banking, Bonds, Capital Markets, Credit Derivatives, Corporate Finance, Derivatives, Electronic Trading, Finance, Financial Analysis, Financial Markets, Financial Risk, Fixed Income, Financial Services, Investment Banking, Loans, Middle Office, Risk Management, Residential Mortgages, Securitization, Structured Finance, Structured Products, Securities, Trading Systems, Trading, Swaps, Valuation
Education
Rutgers University-New Brunswick 1987 — 1991
Bachelor of Arts
Booz Allen Hamilton January 2013 - Present
Booz Allen Hamilton October 2010 - December 2012
Booz Allen Hamilton October 2008 - October 2010
Lehman Brothers September 2007 - June 2008
The Conference Board September 2005 - August 2006
Edison Media Research June 2004 - December 2004
Skills
Government, Policy Analysis, Budgets, Data Analysis, Policy, Public Policy, SPSS, Market Research, Program Management, Management Consulting, Research, Proposal Writing
Education
Saint John's University 2005 — 2007
MA, Political Science and Government
Rutgers University-New Brunswick 1998 — 2003
BA, Political Science, Economics
Saratog Senior Move Managers, LLC 2013 - Present
Saratoga Home Staging February 2004 - Present
The Interbublic Group of Companies 2000 - 2004
Lehman Brothers 1998 - 2000
Skills
Public Speaking, Home Staging, Investment Properties, Executive Coaching, Real Estate, Investors, Small Business, Team Building, Customer Service, First Time Home Buyers, Space planning, Buyers, Negotiation, Sellers, Referrals, Time Management, Relocation, Seniors, Management, Start-ups, Entrepreneurship, Strategic Planning, Residential Homes
Education
Rutgers University-New Brunswick 1993 — 1994
MLS
Natixis North America January 2003 - March 2012
Lehman Brothers December 2001 - December 2002
Credit Suisse First Boston / formerly Donaldson Lufkin Jenrette 1975 - 2001
Skills
trading support, trade capture, settlements, derivatives, barrier options, OTC options, municipal and corporate..., futues, listed options, equities, Derivatives, Back Office, Trading, Financial Services, Equities, Settlement, Account Reconciliation, Options, Bloomberg, Fixed Income, Electronic Trading, Trading Systems, Corporate Actions, Swaps
Education
Rutgers University
Lehman Brothers January 2010 - Present
KPMG June 2007 - December 2009
Skills
Financial Analysis, Corporate Finance, Due Diligence, Corporate Tax, Financial Reporting, Tax, Tax Accounting, Accounting, Financial Accounting, Microsoft Excel, PowerPoint, Tax Preparation, Microsoft Office, Real Estate, International Tax, QuickBooks, Strategic Financial..., General Ledger, Financial Statements, Income Tax, Account Reconciliation, Federal & State Income...
Education
Sacred Heart University 2003 — 2007
BS, Finance, Business
Life Cycle Engineering October 2006 - Present
Liberty Tax Service October 2005 - December 2006
GE IT Solutions April 2003 - October 2005
Digica December 1995 - April 2003
Lehman Brothers April 1994 - December 1995
MICROSS Manufacturing Systems April 1987 - April 1994
Texas Instruments July 1979 - April 1987
Skills
Project Management, Program Management, Change Management, Project Planning, Strategic Planning, Logistics, Operations Management, Engineering, Process Improvement, Maritime, Risk Management, Budgets, Management, Supply Chain Management, Contract Negotiation, Negotiation, Transportation, Business Analysis, Contract Management, Team Leadership
Education
The University of Texas at Dallas 1982 — 1986
Master of Science (M.S.), Management and Administrative Sciences
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
Bachelor of Science (B.S.), Industrial Engineering
Eagle Home Mortgage June 2012 - Present
LendingTree Loans March 2010 - August 2012
Internap September 2008 - August 2009
Countrywide Home Loans June 2008 - September 2008
Aurora Loan Services 2007 - 2008
Lehman Brothers 2007 - 2008
First Bank March 1996 - March 2007
Bank of Yorba Linda April 1996 - 2002
Colonial Bancorp 1992 - 1996
Stuart Wright Mortgage 1989 - 1992
Skills
Mortgage Lending, FHA, Sales, Reverse Mortgages, Investment Properties, Underwriting, Relationship Management, First Time Home Buyers, Loan Origination, Loans, Real Estate, Investments, Online Advertising, Refinance, Mortgage Banking, Government Loans, Credit, Residential Mortgages, VA loans, Real Estate Transactions, FHA financing, Management, USDA, Sales Management, Marketing, Leadership, Funding, Business Development, Mortgage Underwriting, Real Estate Financing, Real Estate Economics, Foreclosures, Certified Mortgage..., Training, Selling, Commercial Mortgages, Banking, Building Strong..., Finance, Online Marketing, Construction Loans, Financial Structuring, Financial Services, Commercial Lending, Investors, Credit Analysis, FHA Financing, VA Loans, Down Payment Assistance
Education
Saddleback College 1985 — 1986
Finance
Canaan Partners April 2007 - June 2011
Evaluation Associates June 2006 - March 2007
Arch Insurance Group February 2004 - July 2005
Standard & Poor's August 2000 - December 2003
Lehman Brothers March 2000 - August 2000
Skills
Valuation, Due Diligence, Investments, Equities, Mutual Funds, Portfolio Management, Financial Modeling, Financial Analysis, Private Equity, Corporate Finance, Bloomberg, Fixed Income, Capital Markets, Emerging Markets, Research, Business Strategy, Risk Management, Asset Allocation, Microsoft Excel, Business Development
Education
The New School
Masters, International Affairs; Latin America Economic Development
Saint John's University
Bachelors of Science, Paralegal Studies
Danaher Corporation/ Gilbarco Veeder-Root May 2015 - August 2015
Tough Mudder Inc October 2012 - July 2013
Tough Mudder LLC January 2012 - October 2012
Tough Mudder Inc January 2011 - January 2012
Diamond Carter Trading October 2009 - January 2011
Kellogg Partners October 2008 - October 2009
Lehman Brothers July 2008 - October 2008
Lehman Brothers June 2007 - August 2007
International Atlantic Economic Society January 2007 - June 2007
Husch & Eppenberger, LLC June 2004 - August 2006
Skills
Financial Analysis, Financial Modeling, Social Media Marketing, Digital Marketing, Marketing Strategy, Product Marketing, Project Management, Market Analysis, Valuation, Corporate Finance, Research, Investments, Securities, Equities, Risk Management, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Market Research, Fixed Income, Finance, Leadership, Bloomberg, Alternative Investments, Capital Markets, Strategy
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Saint Louis University 2004 — 2008
B.S., Finance and Economics, Magna Cum Laude
Star Chemical Development Company June 2008 - Present
Lehman Brothers June 1987 - August 1992
Exxon Corporation June 1974 - June 1987
Skills
Finance, Corporate Finance, CFO, Treasurer, Private Equity, Consulting, Energy, Petrochemicals, Financing Plans, Project Financing, Business Valuations, Financial Analysis, Financial Modeling, Strategic Counseling, Cost of Capital &..., Competitor Analysis, Fairness Opinions, Due Diligence, Expert Testimony, Dispute Resolution, Consultant, Restructuring, Competitive Analysis, Petrochemical, Expert Witness, Strategy, Investments, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA, Finance, 4.0/4.0 in Finance
Rutgers, The State University of New Jersey-New Brunswick 1968 — 1972
AB, Highest Honors in Economics
Motive Lending March 2014 - Present
BANC Home Loans (formally PacTrust Bank) January 2013 - March 2014
Pacific Mercantile Bank September 2011 - October 2012
INHOUSELENDER.COM 2009 - 2011
Lehman Brothers 2007 - 2008
Master Financial 2005 - 2007
People's Choice Home Loan September 2001 - November 2005
Skills
Mortgage Lending, Start-ups, FHA, Mortgage Banking, Residential Homes, Loans, Finance, Commercial Real Estate, FHA financing, Funding, Loan Origination, REO, Refinance, Residential Mortgages, Sales
Education
Saint Mary's College of California 1997 — 2001
BS, Business Administration
PineBridge Investments 2014 - 2015
Rigi Capital Partners 2012 - 2013
Knight Libertas 2008 - 2010
Dillon Read Capital Management 2001 - 2007
Bear, Stearns & Co. [Old Bear] 1995 - 2001
Smith Barney 1987 - 1994
Lehman Brothers 1982 - 1986
Lehman Brothers 1982 - 1986
Skills
Distressed Structured..., Credit Fixed Income..., Managed & static..., Consulting /..., Valuing Illiquid credit, Fixed Income, Structured Finance, Credit, Derivatives, Portfolio Management, Alternative Investments, Capital Markets, Securities, Investments, Trading, Structured Products, Valuation, Bonds, Equities, enforcing covenants, Hedge Funds, Emerging Markets, Finance, Securitization, Leveraged Finance, Project Finance, ABS, CDO, Mortgage Lending, Asset Management, CMBS, Bloomberg, Investment Banking, Financial Structuring, Private Equity, Credit Derivatives, Options, Financial Markets, Investment Management, CLO
Education
Saint Bonaventure University 1978 — 1981
BBA, Accounting
Left Coast Pictures July 2013 - Present
Pegasus Group February 1998 - July 2013
SuntTrust Equitable Securities 1996 - 1998
Lehman Brothers 1992 - 1996
Bear Stearns 1986 - 1992
Skills
Investment Banking, Private Placements, Mergers, Corporate Finance, Capital Markets, Equities, Investments, IPO, Venture Capital, SEC Compliance, Reverse Mergers, Dual Listings, Independent Film, Film Finance, Film Distribution, Film Production, Television Programming, Mergers & Acquisitions, Finance, Restructuring, Trading, Financial Structuring, M&A experience, Joint Ventures, Public Companies, Executive Management, SEC, Private Equity, Start-ups, Entrepreneurship
Education
Rutgers University 1973 — 1977
B.A., Economics
Pingree School July 2014 - Present
Credit Suisse August 2008 - Present
Tower School 2007 - June 2013
Lehman Brothers January 1998 - August 2008
JP Morgan March 1992 - January 1998
Merrill Lynch April 1991 - February 1992
Goldman Sachs February 1985 - March 1991
Skills
Investments, Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Management, Finance, Investment Banking, Wealth Management, Private Equity, Alternative Investments, Educational Leadership, Electronic Trading
Education
Saint Louis University 1980 — 1984
Mamaroneck High School 1976 — 1980
Edward Jones May 2014 - Present
Edward Jones October 2010 - May 2014
UBS August 2009 - August 2010
Lehman Brothers June 2008 - August 2008
Skills
Fixed Income, Trading, Mutual Funds, Finance, Investments, Portfolio Management, Equities, Series 7, Wealth Management, Securities
Education
St. Mary’s University, Twickenham 2009 — 2010
Postgraduate Certificate in Business Administration, International Business
Saint Louis University 2005 — 2009
Bachelor of Science (B.S.), Economics
Deutsche Bank August 2013 - Present
St. Charles Capital April 2012 - July 2013
Lazard June 2011 - August 2011
Stifel Nicolaus Weisel July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Boeing May 2005 - May 2006
AXA Advisors February 2005 - May 2005
Skills
Series 63, Series 79
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Corporate Finance, Private Equity and Venture Capital
Saint Louis University 2003 — 2007
BSBA, Finance and Accounting
General Mills June 2013 - August 2013
LearnVest, Inc. March 2013 - June 2013
Barclays Capital March 2012 - July 2012
Barclays Capital May 2010 - March 2012
Neuberger Berman April 2009 - April 2011
Lehman Brothers July 2007 - April 2009
Skills
Financial Modeling, Marketing Strategy, Competitive Analysis, Equity Valuation, Brand Management, Marketing Research, Cross-functional Team..., Business Development, Leadership, Entrepreneurship, Start-up Consulting
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing and Entrepreneurship
Saint Louis University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Orion Resource Partners July 2013 - Present
LAMCO June 2009 - June 2011
Barclays Capital September 2008 - June 2009
Lehman Brothers June 2007 - September 2008
Skills
Derivatives, Commodity, Investments, Valuation, Corporate Finance, Natural Resources, Capital Markets
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
Bachelor of Engineering (BEng), Chemical Engineering
Citi 2007 - Present
L&T Infotech September 2003 - Present
Citi 2006 - 2007
UBS April 2006 - October 2006
Bunge 2005 - 2006
Lehman Brothers April 2005 - August 2005
Skills
Business Analysis, Agile Methodologies, PL/SQL, QTP, Actuate Report, UML Tools, SDLC, Requirements Analysis, Software Project..., Oracle, Java Enterprise Edition, DB2, Struts, SQL, Spring, Requirements Gathering, Hibernate, UML, PMO, Visio, Unix, XML, Java, PMP, SOA, Project Management, Agile Project Management, Data Warehousing, Business Requirements, User Acceptance Testing, Enterprise Architecture, Test Automation, Integration, Scrum, Business Intelligence, Global Delivery, IT Strategy, ETL, Project Portfolio..., Data Modeling, Enterprise Data Modeling, Systems Analysis, Program Management, Spring Framework
Education
S.P. Jain Institute of Management & Research 2002 — 2003
PGDIT, IT
University of Mumbai 1997 — 2000
BSc
FUMNS DirectorCRC ConsultingJanuary 2011 - Present
Lehman Brothers 1987 - 1994
Skills
Career Development, Coaching, Leadership Development, Public Speaking, Student Counseling, Microsoft Word, Management, Risk Management, Microsoft Office, Talent Management, Human Resources
Education
University of Bridgeport 2008 — 2010
MS, Counseling/HRD
Rutgers University-New Brunswick 1983 — 1987
BS, Finance
Red Hat February 2014 - Present
Hewlett-Packard September 2001 - 2013
StorageApps, Inc August 2000 - September 2001
Morgan Stanley March 1995 - August 2000
JP Morgan January 1994 - March 1995
AT&T Unix System Labs March 1993 - January 1994
Lehman Brothers August 1992 - March 1993
IBM April 1990 - August 1992
Skills
Architecture, Cloud Computing, Distributed Systems, System Architecture, Unix, C++, Perl, C, File Systems, Security, Linux, Shell Scripting, Solaris, Operating Systems, Software Development, Software Engineering, Virtualization, High Availability, Unix Shell Scripting, Agile Methodologies, Object Oriented Design, SOA, Storage, Integration, Data Collection, Java, Java Enterprise Edition, XML, SOAP, SNMP, WBEM, Multithreading, Pthreads, Eclipse, Internet, Social Media, TCP/IP, VMware, Windows, Windows Server, Web Development, Video Editing, Film Production, Software Design, Solution Architecture, gSOAP, Storage Virtualization, Storage Management, Storage Area Networks, Photography
Education
Rutgers, The State University of New Jersey-New Brunswick
B.S, Computer Science
Rutgers, The State University of New Jersey-New Brunswick
Computer Science Graduate Studies
Mediaocean April 2013 - Present
Barclays Capital 2008 - March 2013
Lehman Brothers July 2007 - October 2008
Lehman Brothers June 2006 - August 2006
Education
Saint Louis University 2003 — 2007
Bachelor of Science in Business Administration
Ciudad del Saber - Panama City, Panama 2006 — 2006
Study Abroad
Saint Louis University - Madrid, Spain 2005 — 2005
Study Abroad
St. Xavier High School 1999 — 2003
Jefferies and Company, Inc October 2004 - Present
MetLife Securities September 2003 - October 2004
Paragon Capital Markets March 2000 - September 2003
SG Cowen and Company April 1999 - March 2000
Sharpe Capital Corporation (now National Securities) June 1994 - April 1999
Dean Witter (Morgan Stanley) June 1993 - June 1994
Lehman Brothers June 1992 - June 1993
Prudential Insurance September 1991 - June 1992
KPMG Peat Marwick August 1990 - September 1991
Deloitte and Touche June 1984 - August 1990
Skills
Securities, Equities, Hedge Funds, Series 7, Capital Markets, Series 24, Trading, Series 63, Equity Trading, Bloomberg, Electronic Trading, Options, Fixed Income, Investment Banking, Derivatives, Alternative Investments, Private Equity, Trading Systems, AML, Financial Markets
Education
Rutgers University 1986 — 1990
BS, Accounting
Rutgers, The State University of New Jersey-Newark 1986 — 1990
BS, Accounting
Deutsche Bank Securities April 2011 - Present
Barclays Capital September 2008 - December 2010
Lehman Brothers June 2006 - September 2008
Morgan Stanley May 1987 - March 2006
Skills
Electronic Trading, Program Trading, Derivatives, Sales Management, Equities, Capital Markets, Relationship Management, Execution Management..., Best Execution, Risk Management, Liquidity Management, ETFs, Financial Markets, Investments, Trading, Asset Management, Equity Derivatives, Equity Trading, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Options, Portfolio Management, Prime Brokerage, Securities, Trading System, Trading Systems
Education
Rutgers University-New Brunswick 1984 — 1988
B.S., Accounting
Serious Change Investments, LP September 2010 - Present
Serious Change Investments, LP October 2009 - September 2010
RangeView Capital January 2003 - April 2009
Milestone Partners International 1999 - 2004
FlexMind May 1999 - December 2000
Lehman Brothers 1995 - 1999
Merck Research Laboratories 1989 - 1993
Skills
Business Advisory, Early Stage Investment, Business Strategy, Spanish, Strategic Analysis, Management, Executive Coaching, Start-up Ventures, Management Consulting, South America, Mathematical Modeling, Analysis, Strategy, Start-ups, International Business, Entrepreneurship, Business Development, Valuation, Leadership, Strategic Partnerships, Private Equity, Strategic Planning, Corporate Development, Mergers & Acquisitions, Executive Management, Venture Capital, Investments, Finance, Angel Investing, M&A experience, Emerging Markets, Financial Modeling, Acquisition Integration, Due Diligence, Restructuring, Business Modeling, Corporate Finance, Consulting, Venture Financing, Strategic Consulting, Growth Capital, Alternative Investments, Portfolio Management, Negotiation
Education
Stanford University Graduate School of Business 1993 — 1995
MBA, General Management
Rutgers University, The College of Engineering 1988 — 1989
MS, Chemical Engineering
Rutgers University-New Brunswick 1985 — 1989
BS, Chemical Engineering
Citi March 2011 - Present
Bank of America 2009 - March 2011
Merrill Lynch January 2008 - March 2011
Merrill Lynch February 2005 - December 2007
Lehman Brothers March 2001 - February 2005
Skills
Equities, Fixed Income, Trading Systems, Financial Risk, Derivatives, Capital Markets, Electronic Trading, Options, Investment Banking, Equity Derivatives, Hedge Funds, Credit Derivatives, Market Data, Prime Brokerage, Equity Trading, Financial Markets, Market Risk, Trading, Sybase, Low Latency
Education
State University of New York at Stony Brook 1998 — 2000
Bachelor of Science, Computer Science and Economics
Saddleback College 1996 — 1997
Associates, Economics
CozComm Public Relations and Marketing April 2006 - Present
Campbell Lewis Communications 2006 - Present
The Money Management Institute March 2004 - March 2006
ICAP March 2002 - March 2004
J.P. Morgan March 2000 - January 2001
Lehman Brothers May 1996 - January 2000
Principal Communications - GCI 1993 - 1996
Weiser Group 1988 - 1990
Beth Israel Medical Center 1987 - 1988
John Wiley and Sons 1986 - 1988
Skills
Media Relations, Marketing Communications, Crisis Communications, Corporate Communications, Strategic Communications, Public Relations, Internal Communications, Marketing, B2B, Social Media Marketing, Strategic Planning, Management, Publicity, Editing, Brand Development, Thought Leadership, Writing, Media Relations..., Writing and Editing, Press Releases, Account Management, Social Media, Strategy
Education
Saint Michael's College 1981 — 1985
BA, Journalism
West Islip High School 1979 — 1981
UBS Investment Bank September 2010 - Present
Citigroup July 2007 - September 2010
Fitch Ratings February 2006 - July 2007
Lehman Brothers May 2005 - September 2005
SBLI USA 2003 - 2004
Skills
Credit Risk, Credit, Derivatives, Fixed Income, Capital Markets, Financial Modeling, Equities, Investment Banking, Valuation, Bloomberg, Hedge Funds, Credit Derivatives, Market Risk, Quantitative Finance
Education
Rutgers University-New Brunswick
Ph.D., Finance
JPMorgan Chase May 2012 - Present
Barclays Bank PLC November 2009 - May 2012
EMC October 2008 - December 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers April 2006 - September 2008
Symantec 2000 - 2006
DoubleClick October 1998 - January 2000
Skills
Perl, Bash Scripting, Storage, SAN, NAS, Clustering, Symantec Backup, TSM, Veritas Storage..., Deduplication
Education
Rutgers University-New Brunswick 1991 — 1996
BA, English
Ridgewood High School 1987 — 1991
Bloomberg November 2011 - Present
Morningstar October 2008 - November 2011
MSCI Barra April 1998 - September 2008
Lehman Brothers 1986 - 1996
Skills
Fixed Income, Fixed Income Analysis, Bonds, Asset Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
Saint Bonaventure University 1980 — 1984
BS, Economics
Pershing: Managed Investments, Lockwood and Albridge August 2008 - Present
Pershing Managed Account Solutions (Formerly Lockwood) August 2008 - July 2010
Morgan Stanley 2005 - 2008
The MONY Group 2000 - 2004
Lehman Brothers 1998 - 2000
Fidelity 1996 - 1998
Skills
Managed Accounts, Correspondent Clearing, Prime Brokerage, Administration, Account Management, Contract Negotiation, Operations Management, Vendor Management
Education
Saint Joseph's University 1987 — 1991
BS, Business Administration
Manasquan High School 1983 — 1987
College Prep
Sea Girt Elementary 1975 — 1983
US ARMY April 2005 - Present
Lehman Brothers April 2000 - April 2004
Prudential Financial November 1998 - April 2000
Education
Rutgers University-New Brunswick
Fossil Group, Inc. August 2013 - Present
Kimberly-Clark January 2012 - August 2013
Unilever January 2010 - January 2012
Unilever February 2008 - December 2009
Roche Pharmaceuticals February 2006 - August 2007
Lehman Brothers March 2001 - June 2004
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
MBA, Finance, Management & Strategy
University of North Carolina at Chapel Hill 1998 — 2000
BA, Economics
ITG July 2014 - Present
NYSE Euronext November 2008 - March 2014
Lehman Brothers April 2005 - October 2008
UBS/Schwab SoundView Capital Markets August 2003 - April 2005
Goldman Sachs December 2000 - August 2003
PricewaterhouseCoopers September 1997 - December 2000
Skills
Equities, Trading Systems, Capital Markets, Electronic Trading, Fixed Income, Derivatives, Hedge Funds, Series 7, Securities, Market Data, Financial Markets, Options, Trading, Equity Trading, Bloomberg, Series 63, Series 27, FINRA
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Accounting
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Credit Suisse October 1999 - Present
Lehman Brothers July 1995 - October 1999
The Bank of New York June 1986 - June 1995
Bank of New York Mellon 1986 - 1995
Skills
Prime Brokerage, Fixed Income, Securities Lending, Equities, Trading, Asset Managment, Bloomberg, Collateral Management, Asset Management, Mutual Funds, Alternative Investments, Equity Derivatives, Financial Markets, Emerging Markets, Bonds, Swaps, Fund Of Funds, FX Options, Options, Electronic Trading, Credit Derivatives, ETFs, Hedge Funds, Capital Markets, Derivatives
Education
Rutgers University-New Brunswick 1980 — 1984
Bachelor's Degree, Economics
J.P. Morgan November 2014 - Present
Bank of America July 2013 - November 2014
J.P. Morgan September 2011 - July 2013
Credit Suisse October 2008 - September 2011
Lehman Brothers April 2007 - October 2008
Merrill Lynch November 2005 - April 2007
L'Oréal January 2001 - November 2005
Skills
Investment Banking, Financial Modeling, Business Analysis, Equities, Portfolio Management, Corporate Finance, Trading Systems, Fixed Income, Financial Analysis, Finance, Vendor Management, Valuation, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Financial Advisory
Education
Rutgers University-New Brunswick
Aon Corp July 2008 - Present
Morgan Stanley 2007 - 2008
GMAC-RFC 2005 - 2007
Lehman Brothers 2003 - 2005
Education
Saint John's University 1999 — 2003
Harte-Hanks 2008 - Present
BNC Mortgage LLC, A Lehman Brothers Company 1998 - 2007
Lehman Brothers 1998 - 2007
Education
Saddleback College 1996 — 1998
Barclays September 2008 - Present
Lehman Brothers June 2006 - September 2008
Skadden Arps 2005 - 2006
U.S. Trust Company of New York August 2002 - May 2005
Education
Rutgers University-New Brunswick 1996 — 2000
Spectron Energy 1996 - Present
Eurobrokers 1993 - 1996
Phibro Energy 1990 - 1993
Lehman Brothers 1987 - 1990
Skills
Trading, Derivatives, Proprietary Trading, Natural Gas, Commodity, Options, Hedging, Trading Systems, Electronic Trading, Commodity Markets, Equities, Risk Management, Financial Markets, Portfolio Management, Swaps
Education
Rutgers University-New Brunswick 1983 — 1987
Economics
KPMG US December 2013 - Present
KPMG December 2008 - December 2013
KPMG US January 2006 - December 2008
Citi March 2003 - December 2005
Strategic Workforce Solutions April 2001 - February 2003
Lehman Brothers August 1999 - April 2001
Skills
Management Consulting, Performance Management, Talent Management, Strategic Planning, Project Management, Program Management, Leadership, Business Analysis, Training Delivery, Instructor-led Training, Leadership Development, Team Leadership, Recruiting, Benefits Administration, Employee Training, Curriculum Design, Curriculum Development, Instructional Design
Education
Teachers College of Columbia University 2002 — 2004
Master of Arts (MA), Organizational Psychology, 4.0
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Psychology, 3.3
Lehman Brothers June 2001 - Present
KPMG Consulting September 1997 - May 2001
Lehman Brothers July 1991 - September 1997
Education
Saint Bonaventure University
BA
SK Capital Partners August 2015 - Present
Rho Capital Partners March 2013 - July 2015
Neovara LLP June 2010 - March 2013
Lehman Brothers January 2006 - June 2010
GSC Group 2000 - 2006
Deutsche Bank March 1999 - December 1999
TUDOR INVESTMENT CORPORATION May 1996 - December 1998
Valley National Bank November 1995 - May 1996
Skills
Mezzanine, Alternative Investments, Finance, Private Equity, Hedge Funds, Corporate Finance, Investment Banking
Education
Rutgers, The State University of New Jersey-Newark
Undergraduate, Accounting
New York City Fire Department January 2012 - Present
Morgan Stanley January 2011 - Present
ITG August 2006 - January 2010
Lava Trading September 2004 - August 2006
BT Radianz September 2002 - 2004
Greenwich Technology Partners September 2000 - October 2001
Lehman Brothers September 1998 - October 2000
Skills
WAN, Troubleshooting, Microsoft Exchange, Low Latency, Data Center, Market Data, Solaris, Disaster Recovery, Infrastructure, Networking, Routing, Network Architecture, Unix, Network Security, Cisco Routers, Trading Systems, VMware, Vendor Management
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1999
Computer Science
Stevens Institute of Technology 1991 — 1994
Mizuho Securities USA May 2010 - Present
Dexia December 2009 - May 2010
Nomura Securities September 2009 - December 2009
Barclays Capital September 2008 - September 2009
BMO Capital Markets May 2006 - September 2008
Deutsche Bank August 1998 - April 2006
Lehman Brothers November 1994 - August 1998
PricewaterhouseCoopers November 1990 - November 1994
Skills
CPA, MBA, Series 7, Series 27, NFA Principal, SIFMA Capital Committee..., FINRA, Financial Modeling, Fixed Income, Corporate Finance, Mergers & Acquisitions, Auditing, Equities, Hedge Funds, Financial Analysis, Financial Reporting, Investment Banking, Finance, Capital Markets, Internal Audit, Accounting, Alternative Investments, SEC filings, Valuation, Due Diligence, Asset Management
Education
Rutgers University-New Brunswick 1988 — 1993
MBA, Finance
Rutgers University-New Brunswick 1983 — 1987
BS, Accounting, Economics
Credit Suisse September 2008 - Present
Lehman Brothers February 2007 - September 2008
King Street Capital February 2005 - February 2007
DKR Capital February 2002 - February 2005
Education
Sacred Heart University
Direct Energy September 2015 - Present
Accenture October 2014 - April 2015
Accenture November 2012 - June 2014
Accenture March 2012 - August 2012
Accenture February 2010 - December 2011
Accenture July 2009 - September 2009
Accenture June 2008 - October 2008
Accenture February 2008 - June 2008
JPMorgan Chase November 1993 - May 2005
Lehman Brothers October 1992 - November 1993
Skills
Business Case, Data Quality, VAR, Interest Rate..., Solaris, Equity Derivatives, Murex, Front Office, Team Leadership, Energy Derivatives, Java, C++, Quantitative Analytics, Sybase, FX Options, Derivatives, Market Risk, Fixed Income, Equities, Trading, Trading Systems, Capital Markets, Business Analysis, Requirements Analysis, SDLC, SQL, Integration, Agile Methodologies, PMO, IT Strategy, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Mathematics and Computer Science
Cantor Fitzgerald September 2014 - Present
National Australia Bank January 1997 - June 2013
Lehman Brothers 1996 - 1997
Sumitomo Bank Captial Markets 1991 - 1996
Skills
Banking, Derivatives, Risk Management, Financial Risk, Social Media, Capital Markets, Options, Financial Services, Fixed Income, AML, Emerging Markets, Hedge Funds, Swaps, Loans, Credit, Business Development, FX Options, Trading, Credit Analysis
Education
Saint Bonaventure University 1988 — 1991
Business Administation, Marketing, Minor in Philosophy
Citi August 2013 - Present
Barclays Capital September 2008 - August 2013
Lehman Brothers October 2003 - October 2008
State Street October 2002 - September 2003
Deutsche Bank 2001 - 2002
Bankers Trust 1989 - 2001
National Community Bank 1988 - 1989
Skills
Hedge Funds, Asset Management, Capital Markets, Commodity, Derivatives, Equities, FX Options, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BS, Economics
Paramus
Goldman Sachs August 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers May 2000 - September 2008
Arthur Andersen, LLP August 1997 - May 2000
Education
Rutgers University-New Brunswick 1994 — 1997
Citi August 2008 - Present
Muk Haircare (USA) April 2012 - Present
The Hoboken Man October 2009 - Present
Credit Suisse April 2007 - August 2008
Lehman Brothers February 2006 - April 2007
Lehman Brothers March 2005 - February 2006
Encorium Oy/Ltd March 2001 - March 2005
Skills
Re-engineering, Project Management, SEC, Auditing, Real Estate, Cost Efficiency, Financial Services, Modeling, Pharmacueticals, Forecasting, Business Strategy, Entrepreneurship, CPA, Accounting, Finance
Education
Saint Joseph's University 1991 — 1995
Delphi Technology March 2015 - Present
Bank of America - Merrill Lynch October 2013 - March 2015
Interbrand - BrandWizard February 2013 - October 2013
S & P Dow Jones Indices December 2011 - February 2013
Bare Necessities October 2008 - November 2011
Charming Shoppes 2005 - 2008
Redcats USA 2002 - 2005
Starpoint Solutions 1998 - 2001
Lehman Brothers 1998 - 2001
American Reinsurance 1998 - 1998
Skills
C#, JavaScript, XML, XSLT, SQL, VB.NET, Perl, Visual C++, .Net 3.5, Java, SQL Server 2000-2008, Oracle, SOA, MOSS 2007, J2EE, Windows Server 2003, Unix, Visual Studio 2010, Visual Studio 2008, JQuery, AJAX, TFS, RUP, MSMQ, Active Directory, Microsoft SQL Server, .NET, Java Enterprise Edition, Web Services, jQuery, Windows Server, Agile Methodologies, Databases, SDLC, Software Development, WCF, Design Patterns, ASP.NET, SharePoint, Enterprise Architecture, Visual Studio
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1987
Bachelor of Science (B.S.), Computational Chemisty
Broadridge Financial Solutions October 2009 - June 2014
Neuberger Investment Management September 2008 - February 2009
Neuberger Berman 2003 - 2009
Lehman Brothers June 2001 - September 2008
kpmg 1997 - 2001
KPMG Consulting 1997 - 2001
Lehman Brothers April 1991 - September 1997
First Chicago Bank & Trust May 1990 - April 1991
NBC May 1989 - May 1990
Goldman Sachs May 1987 - May 1989
Skills
Hedge Funds, Fixed Income, Project Management, Microsoft SQL Server, Team Leadership, Trading, IT Strategy, Business Analysis, Quality Assurance, Management, PMO, Project Portfolio..., Back Office, Asset Management, Securities, Disaster Recovery, SDLC, Risk Management, Business Development, Trading Systems, ITIL, Vendor Management, Requirements Analysis, Databases
Education
Saint Bonaventure University 1968 — 1972
Sempra U.S. Gas & Power May 2015 - Present
Sempra U.S. Gas & Power July 2014 - May 2015
Sempra U.S. Gas & Power August 2013 - July 2014
Sempra Energy August 2012 - August 2013
Stern Brothers July 2010 - August 2012
Wells Fargo Securities July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Skills
Investment Banking, Bloomberg, Valuation, Credit, Equities, Capital Markets, Project Finance, Finance, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Due Diligence, Analysis, Financial Analysis, Investments, Corporate Development
Education
Saint Louis University 2003 — 2007
Bachelors of Science, Economics and Finance
DHL Express January 2012 - Present
DHL Express February 2006 - January 2012
Lehman Brothers February 2002 - September 2006
Skills
Business Analysis, Process Improvement, Business Intelligence, Project Management, Strategic Planning, Change Management, Data Analysis, Analysis, Forecasting, CRM, SQL, Databases, Access, Business Process..., Vendor Management, Team Leadership, Strategy, Requirements Analysis, Project Planning, Program Management, Management, Integration, Cross-functional Team..., Analytics
Education
Rutgers University-New Brunswick 1995 — 2000
BA, Math
Macquarie Group March 2013 - Present
Macquarie Group March 2010 - March 2013
Barclays Capital September 2008 - March 2010
Lehman Brothers December 2005 - September 2008
Johnson & Johnson December 2004 - November 2005
New York Life July 1999 - May 2002
Skills
Equities, Wealth Management, Securities, Reconciliations, Regulatory Requirements, Business Systems..., Client Services, Offshoring, People Management, Change Management, Management, Financial Services, Fixed Income, Derivatives, Capital Markets, Risk Management, Operational Risk, FINRA, Settlement, Finance, Equity Trading, Business Analysis, Options, Back Office, Collateral Management, Financial Risk, Mutual Funds, Operational Risk..., Cash Management, Product Control, Equity Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
BA, Science of Management & Labor
Rutgers University-New Brunswick 1997 — 1999
BA, Management & Labor Relations
Makosi Consulting August 2013 - Present
Deloitte May 2012 - June 2013
Bank of America Merrill Lynch June 2008 - November 2011
Lehman Brothers 2005 - 2008
Skills
Business Process..., PMO Development, Credit Derivatives, Project Governance, FATCA, Operational Risk..., Operational Risk, Gap Analysis, BRDs, Full project lifecycle..., Product Control
Education
Rutgers College 2001 — 2005
B.A.
JPMorgan Chase March 2013 - Present
Citigroup September 2010 - March 2013
L-3 COMMUNICATIONS INC September 2008 - October 2010
UBS International Inc. June 2007 - July 2008
Lehman Brothers August 2005 - June 2007
Pershing LLC April 1999 - August 2005
PERSHING LLC January 1999 - January 2005
National Discount Brokers March 1998 - April 1999
PERSHING DIVISION OF DLJSC January 1996 - January 1998
CHEMICAL BANKING CORP January 1994 - January 1996
Skills
Risk Management, Banking, Credit, Trading, Securities, Fixed Income, Financial Services, Investments, Mutual Funds, Analysis, AML, Loans, Equities, Capital Markets, Derivatives, Hedge Funds
Education
Saint John's University 1990 — 1994
Bachelor of Science, Finance
St. John's University 1990 — 1994
B.S, Finance
JP Morgan Chase February 2011 - Present
Citi September 2009 - February 2011
Citi January 2009 - August 2009
Credit Suisse May 2008 - January 2009
Merrill Lynch January 2007 - May 2008
Deutsche Bank December 2006 - January 2007
Bank of America October 2006 - December 2006
Lehman Brothers August 2003 - September 2006
BEA Systems October 2001 - August 2003
DLJ August 2000 - August 2001
Skills
Program Trading, Derivatives, Fixed Income, Sybase, Market Data, Equities, Electronic Trading, Trading Systems, Middle Office, Capital Markets, Investment Banking, Low Latency, Calypso, Equity Derivatives, JMS
Education
Rutgers University-New Brunswick 1996 — 1999
MS, Computer Science
Tsinghua University 1991 — 1996
BA, EE
Credit Suisse July 2015 - Present
Barclays September 2012 - July 2015
Barclays June 2010 - November 2012
Barclays September 2008 - June 2010
Lehman Brothers April 2006 - September 2008
MixerMagic Productions LLC March 1996 - April 2006
Plum TV October 2004 - February 2006
Aspen Skiing Company September 2003 - February 2006
Skills
Business Analysis, Graphic Design, Hedge Funds, Series 7, Equities, Fixed Income, Investments, Financial Services, Alternative Investments, Portfolio Management, Investment Banking, Asset Management, Wealth Management, Strategic Partnerships, Capital Markets
Education
S.I. Newhouse School of Public Communications at Syracuse University 1998 — 2003
TRF, Television, Radio, and Film
Syracuse University - Martin J. Whitman School of Management 1998 — 2003
EEE, Entrepreneurship and Emerging Enterprises
Pico Quantitative Trading 2012 - 2015
TFS Capital 2008 - 2012
Lehman Brothers July 2006 - February 2008
Barclays Capital January 2006 - July 2006
Lehman Brothers June 2002 - December 2005
Merck Medco (now Express Scripts) October 2001 - June 2002
Lehman Brothers March 2000 - May 2001
Salomon Smith Barney September 1998 - February 2000
Credit Suisse First Boston June 1996 - August 1998
Skills
Sybase, Microsoft SQL Server, Data Warehousing, Java, Credit Derivatives, SQL, ETL, Perl, DB2, Performance Tuning, Software Development, Unix, Object Oriented Perl, Berkeley DB, Fixed Income Technology, Interest Rate..., XML, XSLT, Equities, Buy-side, Sell Side, Prime Brokerage, Web Development, Business Requirements, Technical Documentation, Data Marts, Process Automation, Cloud Computing, Data Architecture, Databases, Database Design, Python, MySQL, Vertica, Axis2, OATS, FIX, Tomcat, ActiveMQ, STOMP, Market Data, Trading Systems, Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS/BA, Computer Science/English
Barclays September 2008 - Present
Lehman Brothers August 2008 - September 2008
Morgan Stanley June 2002 - June 2006
Skills
Investment Banking, Financial Modeling, Fixed Income, Capital Markets, Derivatives, Trading, Securities, Financial Structuring, Bonds, Financial Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
Rutgers University-New Brunswick 2000 — 2002
BA, Economics & Political Science
Saint Lawrence University 1997 — 1999
The Pingry School 1993 — 1997
BNY Mellon April 2001 - Present
Lehman Brothers January 1993 - April 2001
Skills
Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Bonds, Management, Sales, Securities, Investments
Education
Rutgers University-New Brunswick
BA, Economics, Education
University of York 1990 — 1991
Economics / Education
Barclays Capital September 2008 - March 2013
Lehman Brothers October 2000 - September 2008
Liz Claiborne 1985 - 1995
Skills
Electronic Trading, Fixed Income, Trading Systems, Capital Markets, Low Latency, Prime Brokerage
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1988
IPC Systems, Inc. January 2012 - Present
Pfizer November 2009 - December 2011
AT&T December 2008 - November 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2002 - September 2008
Lehman Brothers July 1996 - July 2002
Skills
Cisco IOS, Perl, Netcool, CCNA, XML, MySQL, JavaScript, PHP, HP network automation, VMware ESX, Red Hat Linux, Shell Scripting, OpenLDAP, HP Network Node Manager, ciscosecure ACS/Tacacs+, InfoVista, Oracle 10G
Education
Rutgers University-New Brunswick
MS, Computer Engineering
Barclays Capital September 2008 - Present
Lehman Brothers January 2001 - September 2008
Skills
Prime Brokerage, Prime, Series 7
Education
Rutgers University-New Brunswick
Finance
Barclays Investment Bank September 2008 - Present
Lehman Brothers May 2005 - August 2008
Morgan Stanley 2003 - 2005
Bear Stearns 2000 - 2003
Education
Rutgers University-New Brunswick 1994 — 1995
MS, Computer Science
Barclays Capital September 2008 - August 2010
Lehman Brothers August 2001 - August 2010
Lehman Brothers August 2005 - September 2008
Law Office of Maryanne T May 1999 - May 2001
Skills
Market Data
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Marketing
Saint John's University
a B.S, Marketing
Barclays Capital September 2008 - Present
Lehman Brothers 2002 - 2009
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Social Work
Citadel Investment Group September 2010 - Present
Barclays Capital October 2008 - September 2010
Lehman Brothers 1993 - 2008
Skills
Equity Trading, Equities, Electronic Trading, Trading Systems, Market Data, Equity Derivatives, Hedge Funds, Derivatives, Capital Markets, Options, Bloomberg, Trading, Series 7, Financial Markets
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
BA, Accounting
Barclays Capital October 2008 - Present
Lehman Brothers November 2006 - October 2008
Skills
Fixed Income
Education
Rutgers University-New Brunswick
Masters
Barclays Capital 2008 - Present
Lehman Brothers October 1993 - September 2008
Chemical Banking Corporation (JP Morgan Chase) October 1989 - October 1993
KPMG Peat Marwick October 1987 - October 1989
Skills
Fixed Income, Derivatives, Bonds, Internal Controls, Finance, Equities, Trading, Capital Markets, Credit, Investment Banking, Analysis, Equity Derivatives, Bloomberg, Market Risk, Structured Products, Corporate Finance, Project Management, Trading Systems, Rates, Emerging Markets, Accounting, Hedge Funds, Credit Derivatives, Risk Management, Interest Rate..., Product Control, Budgets, Options, CRM, Financial Modeling, Treasury, Leveraged Finance, CMBS
Education
Rutgers University-New Brunswick 1983 — 1987
B.S., Accounting/Computer Science
Barclays Capital 2008 - Present
Lehman Brothers June 1997 - October 2008
Skills
Program Trading, Exchange Connectivity
Education
Rutgers University
HSBC Global Banking and Markets February 2013 - Present
HSBC Global Banking and Markets January 2013 - February 2014
HSBC Global Banking and Markets February 2010 - January 2012
BlackRock June 2008 - March 2009
Bear, Stearns & Co. Inc. July 2007 - June 2008
Lehman Brothers Inc. June 2006 - August 2006
Lehman Brothers May 2005 - August 2005
Skills
Equities, Portfolio Management, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Securities, Bloomberg, Series 7, Derivatives, Corporate Governance, Business Analysis..., Non-profit Program..., Corporate Social..., Marketing Strategy, Operations Management, Management, Financial Analysis, Business Development, Investment Advisory, Impact Investing, Bank Relationship..., Remediation, Change Management, B2B Marketing, Credit Risk, Financial Reporting, Strategic Planning, FX Hedging, Interest Rates, CRM, Investment Banking
Education
S.I. Newhouse School of Public Communications at Syracuse University 2003 — 2007
Photojournalism
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Marketing
Syracuse University - Maxwell School 2003 — 2007
Near and Middle Eastern Studies
Syracuse University 2003 — 2007
Bachelors of Science with Honors, Photojournalism, Marketing, Middle Eastern Studies, Magna Cum Laude
University of Pittsburgh 2006 — 2006
Semester at Sea
Dana Hall School 1999 — 2003
Secondary School
C.L. King and Associates April 2011 - Present
La Branche Capital LLC July 2008 - May 2011
Lehman Brothers April 1989 - March 2008
Lehman Brothers May 1988 - March 2008
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Due Diligence, Electronic Trading, Equities, Equity Research, Equity Trading, Hedge Funds, Investments, Securities, Series 63, Series 7, Trading, Trading Systems
Education
Rutgers University-New Brunswick
BS, Economics/Business
A+E Networks June 2015 - Present
A+E Networks January 2014 - May 2015
Deutsche Bank 2010 - 2013
Deutsche Bank 2009 - 2009
Lehman Brothers 2004 - 2007
Lehman Brothers 2003 - 2003
Johnson & Johnson 2001 - 2003
Prudential Financial 2001 - 2001
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Equity Research, Corporate Finance, Due Diligence, Strategy, Financial Analysis, IPO, Project Finance, LBO, M&A experience, Venture Capital, Leveraged Finance, Emerging Markets, Equities, Bloomberg, Hedge Funds, Trading, Private Equity, Options, Financial Structuring, Mergers & Acquisitions, Fixed Income, Equity Valuation, Capital Structure, DCF, Structured Finance, M&A Modeling, M&A execution, Corporate FP&A
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BS, Finance, High Honors
Sony August 2012 - May 2015
Lehman Brothers Holdings Inc. January 2011 - August 2012
Lehman Brothers Holdings Inc. June 2008 - December 2010
Lehman Brothers January 2005 - June 2008
Skills
Tax Compliance, Corporate Tax, Tax, Accounting, Financial Modeling, Sales Tax, Financial Analysis, Sarbanes-Oxley Act, General Ledger, US GAAP
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
Bachelor of Science, Finance
Dr. Ronald E. McNair Academic High School
Metro Properties LLC January 2005 - Present
Metropolitan Construction LLC 2005 - Present
Lehman Brothers January 1999 - July 2005
Skills
Investments, Real Estate Development, Real Estate Financing, Real Estate, Investment Properties, Commercial Real Estate, Asset Management, Brokerage, Property Management, Real Estate Transactions
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's of Science, Finance
Barclays Wealth and Investment Management June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers January 2008 - September 2008
Verizon Wireless May 2007 - August 2007
Johnson & Johnson May 2006 - January 2007
Skills
Business Process..., Equities, Hedge Funds, Capital Markets, Financial Services, Wealth Management, Investments, Securities, AML, Microsoft Office
Education
Rutgers University-New Brunswick 2003 — 2007
BS, Marketing and Economics
Capgemini December 2008 - Present
BT Global Services June 2001 - December 2008
Lehman Brothers January 1999 - August 2000
NORTHROP GRUMMAN, formerly LITTON AIRTRON May 1998 - September 1998
Schering-Plough May 1997 - January 1998
Skills
IT Strategy, Vendor Management, Data Center, Business Analysis, ITIL, Business Process..., Program Management, Service Delivery, Business Transformation, IT Service Management, Integration, Cloud Computing, IT Management, Project Management, Enterprise Architecture, Solution Architecture, Managed Services, Cisco Technologies, Outsourcing, Telecommunications, Pre-sales, PMO, Security
Education
Rutgers University-New Brunswick 2005 — 2009
MBA, Management and International Business
Stevens Institute of Technology 1996 — 2001
BE, Computer Engineering
AIG December 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers September 2000 - September 2008
Skills
Apache, Linux, Solaris, Unix, Shell Scripting, Disaster Recovery, System Administration, Infrastructure, Servers, Python, TCP/IP, Architecture, Active Directory, Sybase, Virtualization, SDLC, Data Center, Perl, VMware, Business Analysis, Business Process, Requirements Analysis, Project Management, System Deployment, Architectures, Databases, Unix Shell Scripting
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2009
B.S. Computer Science, Computer science
JPMorgan Chase May 2012 - Present
Torchlight Investors November 2011 - June 2012
T-Rex Capital Group November 2010 - December 2011
Center Street Capital January 2009 - October 2010
Lehman Brothers July 1993 - September 2008
Education
St. Bonaventure University 1985 — 1989
BBA, Accounting/Finance
Barclays Capital January 2013 - Present
Barclays July 2009 - December 2012
Lehman Brothers June 2008 - August 2008
Education
Saint Louis University 2005 — 2009
BA, Economics
Neuberger Berman January 2004 - Present
Lehman Brothers May 1995 - December 2003
The Batavia Group Ltd. May 1993 - May 1995
Deloitte & Touche June 1992 - May 1993
Skills
Investments, Bloomberg, Asset Allocation, Series 7, Financial Analysis, Investment Strategies, Equity Valuation, Financial Markets, Series 63, Equities, Telecommunications, Portfolio Management, Hedge Funds, Corporate Development, Strategy, ETFs, Finance, Financial Services, Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1992
MBA, Concentration in Finance, 3.82 Cumulative G.P.A.
William Paterson University of New Jersey 1986 — 1990
BA, Communications
Morgan Stanley December 2010 - Present
Mid Atlantic Resource Group February 2010 - December 2010
TSR Consulting services July 2008 - March 2010
Lehman Brothers 2008 - 2010
Barclays Capital 2008 - 2010
morgan stanley 2001 - 2008
Education
Rutgers University-New Brunswick 1972 — 1977
bachelors, economics
Broadridge Financial Solutions 2013 - Present
Royal Bank of Scotland 2011 - 2013
Royal Bank of Scotland 2008 - 2011
Merrill Lynch & Co. 2006 - 2008
Dresdner Bank AG 1998 - 2006
National Westminster Bank PLC 1997 - 1998
Donaldson, Lufkin & Jenrette Securities Corporation 1995 - 1997
BT Securities Corporation 1992 - 1995
Lehman Brothers 1991 - 1992
Bankers Trust Company 1984 - 1991
Skills
Structured Products, Capital Markets, Emerging Markets, Equities, Investment Banking, Fixed Income, Derivatives, Credit Derivatives, Financial Markets, Trading, Hedge Funds, Liquidity Management, Risk Management, Bloomberg, Financial Risk, Interest Rate...
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
BA Bachelor of Arts, Economics Psychology
Brown Brothers Harriman June 2015 - Present
JPMorgan Chase May 2013 - June 2015
Capgemini Consulting April 2012 - May 2013
Cognizant Technology Solutions January 2011 - April 2012
Various consultancy roles September 2008 - January 2011
JPMorgan Chase March 2006 - December 2008
Lehman Brothers 2005 - 2006
Hey Anita 2001 - 2003
Skills
SDLC, Testing, Project Management, User Acceptance Testing, Business Analysis, Management, Software Documentation, Analysis, Data Migration, actimize, Mantas, Anti Money Laundering, KYC, Risk assesment, SQL, Financial Services, Data Analysis, Consulting, Software Project..., Requirements Analysis, Vendor Management, Agile Methodologies, Requirements Gathering
Education
Saginaw Valley State University 2003 — 2005
Bachelor's degree
Broadridge Financial Solutions August 2013 - Present
eClerx October 2008 - June 2013
Lehman Brothers January 2005 - September 2008
Lehman Brothers August 2003 - January 2005
Morgan Stanley February 2002 - August 2003
Skills
Capital Markets, Financial Markets, Middle Office, Structured Products, Derivatives, Business Analysis, Credit Derivatives, Fixed Income, CRM
Education
Rutgers University-New Brunswick
Scotiabank Global Banking and Markets November 2013 - March 2014
Morgan Stanley June 2012 - November 2013
Credit Suisse March 2011 - June 2012
HSBC June 2010 - February 2011
MF Global October 2009 - June 2010
Lehman Brothers 2003 - 2008
Skills
ISDA, Compliance, Capital Markets, Derivatives, Energy, Equities, Swaps, Fixed Income, Hedge Funds, Due Diligence, Investment Banking, AML, Mutual Funds, KYC, Dodd-Frank, Equity Derivatives, Prime Brokerage, Structured Products, Securities, Anti Money Laundering
Education
New York University (student) 2005 — 2006
Finance, General
Rutgers, The State University of New Jersey-Newark
Bachelor’s Degree, Political Science and Government
Citadel Securities February 2011 - September 2011
Chapdelaine Credit Partners June 2009 - January 2011
Barclays Capital 2008 - 2009
Lehman Brothers 2000 - 2009
Chase Asset Managment 1998 - 2000
Schroder Capital Management September 1995 - September 1998
Skills
Valuation, Hedge Funds, Bonds, Equities, Alternative Investments, Investment Banking, Fixed Income, Investments, Derivatives, Management, CDS, High Yield, Bloomberg, Structured Products, Capital Markets, Credit Derivatives
Education
Rutgers University-New Brunswick 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1987 — 1991
BS, Economics
Barclays Capital January 2010 - Present
Barclays Capital November 2008 - January 2010
Lehman Brothers September 2006 - November 2008
Lehman Brothers September 2003 - September 2006
Skills
Fixed Income, Derivatives, Client Services, Prime Brokerage, Middle Office, Equities, Investment Banking, Capital Markets, Hedge Funds
Education
Rutgers, The State University of New Jersey-Newark
BS, Economics
Citco Fund Services December 2013 - August 2014
UBS May 2013 - December 2013
Tweedy, Browne Company October 2011 - April 2013
Neuberger Berman August 2006 - October 2011
Lehman Brothers March 2004 - August 2006
Goldman Sachs November 2003 - March 2004
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Securities, Wealth Management, Asset Allocation, Derivatives, Bonds, Investment Management
Education
St. John's University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Barclays June 2012 - Present
Barclays September 2008 - June 2012
Lehman Brothers November 2006 - September 2008
Katz Media Group March 2005 - November 2006
Skills
Investment Banking, Financial Modeling, Bloomberg Terminal, PowerPoint, SPSS, Bloomberg, Microsoft Office, Thomson One, Excel, Word, Budgeting, Data Analysis, Outlook, SAP, SAP HR, Viewpoint, HR Consulting, HR Policies, Operations Management, Consulting, Expense Management, Employee Training, Working Capital..., Access, Budgets
Education
St. John's University 2009 — 2012
MBA-Finance, Tobin School of Business
ST. JOHN'S UNIVERSITY-TOBIN SCHOOL OF BUSINESS 2000 — 2005
B.S, Marketing
Academy of Holy Angels 1996 — 2000
H.S. Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 9-12
Goldman, Sachs & Co August 2009 - Present
Barclays Capital December 2008 - April 2009
Lehman Brothers November 2004 - December 2008
Skills
Fixed Income, Derivatives, Equities, Securities, Asset Managment, Equity Derivatives, Investment Banking
Education
Rutgers University School of Management 2001 — 2003
Bachelors of Science, Finance
Rutgers University-New Brunswick 1999 — 2003
Bachelor of Sciene, Finance
JP Morgan Chase March 2007 - Present
Lehman Brothers March 2004 - March 2007
Neuberger Berman 2002 - 2004
Jefferies & Company 1999 - 2001
Bear Stearns September 1982 - March 1999
Skills
Prime Brokerage, Securities, Banking, Fixed Income, Back Office, Equities, Settlement, Middle Office, Corporate Actions, Capital Markets, Financial Services, Relationship Management, Derivatives, Bloomberg, Securities Lending, Hedge Funds, Investment Banking, Collateral Management, Series 7, Investments
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Bachelors, Business Management, International Business
The Moles Inc. January 2010 - Present
Lehman Brothers 1987 - 1996
Shearson 1987 - 1996
E.F. Hutton 1987 - 1987
Skills
Office Management, Microsoft Office
Education
Rutgers University-New Brunswick 1983 — 1987
Bachelor's, Political Science, German
Honeywell Capital Management LLC 2005 - Present
GE Asset Management 2002 - 2005
Lehman Brothers 2000 - 2002
Skills
High Yield, Credit Analysis, Portfolio Management, Fixed Income, Asset Management, Trading, Credit, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Economics, Political Science
RHS
Barclays Capital March 2008 - Present
Lehman Brothers April 2004 - March 2008
Education
Sacred Heart University 2000 — 2004
BS, Business
Barclays June 2008 - Present
Lehman Brothers June 2008 - September 2008
Bear Stearns April 2007 - 2007
Skills
Investment Banking, Fixed Income, Capital Markets, Bloomberg, Series 7, Trading Systems, Corporate Finance, Equities
Education
Rutgers University-New Brunswick
BS, Economics
Barclays Capital December 2008 - Present
Lehman Brothers May 2006 - November 2008
Skills
Banking, Bloomberg, Credit, Capital Markets, Derivatives, Fixed Income, Equities, Investment Banking, Hedge Funds, Trading, Credit Derivatives, Financial Modeling, Options, Interest Rate...
Education
St. John's University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
JHS 126 1991 — 1994
High School Diploma, Electrical and Electronics Engineering
MLD Communications October 2014 - Present
MLD Communcations September 2014 - Present
Konica Minolta Business Solutions U.S.A., Inc. December 2012 - September 2014
Canon Business Solutions, Inc. November 2006 - December 2012
National Asscoation Church of God Women 2012 - 2012
Xerox Corporation 1997 - 2006
Lehman Brothers 1987 - 1987
Lehman Brothers (in Administration) 1987 - 1987
Alfred Galman's Dance Theatre 1983 - 1985
Skills
Major Accounts, Document Imaging, Managed Print Services, Photocopier, Sales Process, Sales, Sales Presentations, Direct Sales, Channel Partners, Business Strategy, Print Management, Key Account Management, Competitive Analysis, Business Development, Sales Operations, Solution Selling, Negotiation, Sales Management, Strategic Partnerships, Contract Negotiation, Lead Generation, Selling Skills, Document Management, Selling, Team Building, Cold Calling, CRM, Salesforce.com, Leadership, B2B
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1990
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-Newark 1987 — 1990
BA, Economics
Church & Dwight, Co., Inc. February 2014 - November 2014
The Solid Wood Cabinet Co, LLC December 2012 - December 2013
POWER MAGNETICS INC December 2000 - April 2012
Lehman Brothers June 1996 - August 1998
Chase Manhattan Corporation 1987 - 1996
Skills
Accounts Payable, Finance, Account Reconciliation, Accounting, Accounts Receivable, Financial Statements, Invoicing, Financial Reporting, Management, General Ledger
Education
Rutgers University-New Brunswick 1979 — 1983
BS, NUTRITION
Goldman Sachs 2011 - 2011
Deutsche Bank Securities 2008 - 2009
Lehman Brothers 2006 - 2008
Skills
Customer Service, Equities, Fixed Income, Finance, Microsoft Excel, Capital Markets, Derivatives, Settlement, Bloomberg, Back Office, Business Analysis
Education
Rutgers University
BS, Finance
Credit Suisse September 2001 - April 2006
Lehman Brothers November 1997 - September 2001
Sony April 1996 - November 1997
Deloitte September 1993 - April 1996
Skills
Corporate Finance, Non-profits, Fundraising, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Budgets, Strategic Planning, Event Planning, Customer Service, Team Building, Project Management, Event Management, Outlook, Management, Policy, Process Improvement, Nonprofits, Analysis, Public Relations
Education
Rowan 1991 — 1993
B.S., Accounting
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1991
York Capital Management May 2012 - Present
Elliott Management Corporation March 2008 - May 2012
Lehman Brothers June 2007 - February 2008
Medidata Solutions December 2003 - June 2007
Skills
.NET, C#, WPF, Silverlight, WCF, ASP.NET, Microsoft SQL Server, ADO.NET, TFS, T-SQL, Entity Framework, NUnit, ASP.NET MVC, LINQ
Education
Rutgers University 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Princeton Technology Group October 2007 - Present
Avaya February 1998 - August 2007
Lehman Brother's March 1990 - December 1997
Education
Rutgers University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Goldman Sachs September 2010 - Present
OSG Ship Management February 2009 - September 2010
ARTIO GLOBAL July 2008 - February 2009
Lehman Brothers August 2005 - July 2008
Deloitte October 2000 - August 2005
Skills
Financial Reporting, SEC Financial Reporting, Budget, XBRL, Financial Audits, Sarbanes-Oxley Act, US GAAP, CPA, Financial Accounting, Finance, External Audit, Insurance, Budgets
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Accounting