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
The Content Direction Agency January 2015 - Present
Ghostblogger.co February 2013 - Present
Organic Authority January 2012 - May 2014
Yellow Scene Magazine May 2011 - February 2014
Yellow Scene Magazine January 2011 - February 2014
Yellow Scene Magazine March 2009 - April 2011
Yellow Scene Magazine February 2009 - April 2011
Weaver Multimedia Group January 2007 - January 2009
Luxury Brand Group July 2005 - November 2006
Lehman Brothers 2004 - 2005
Skills
Copy Editing, Editorial, Copywriting, Writing, QuarkXPress, Newsletters, Blogging, Magazines, Editing, Freelance Writing, Publications, Media Relations, Feature Articles, Web Content, WordPress, Photography, Storytelling, Facebook, Social Networking, Email Marketing, Creative Direction, Travel Writing, Press Releases, Fact-checking, InDesign, Proofreading, Journalism, Social Media, Content Management, SEO, Books, Public Relations
Education
Santa Fe University of Art and Design 1999 — 2003
BA, Moving Image Arts
Santa Fe University of Art and Design 1999 — 2003
BA in Moving Image Arts, Moving Image Arts
Segall Bryant & Hamill July 2015 - Present
Northern Trust Corporation December 2013 - Present
Advito February 2012 - October 2013
YMCA of Metropolitan Chicago August 2010 - March 2011
Lehman Brothers September 2009 - August 2010
Skills
CPA, Auditing, Forecasting, Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling, Due Diligence, Finance, Account Reconciliation, Accounting, Budgets, Bookkeeping, Risk Management, Management Consulting, Data Analysis, Analysis, Strategy, Microsoft SQL Server, Microsoft Excel, Access, Management, Business Analysis, Banking
Education
Saint Xavier University 2010 — 2012
MBA, Fraud Examination and Management, Finance
Saint Xavier University 2004 — 2009
B.B.A, Accounting, Finance
Houston area July 2012 - Present
AARP Tax Aide January 2014 - March 2015
Retired July 2008 - April 2012
GE Energy 2000 - 2008
MacNickie Services June 1995 - May 2002
Albuquerque Publishing Company January 1998 - April 2000
BlackRock January 1990 - May 1995
The Blackstone Group January 1985 - January 1990
Lehman Brothers January 1974 - January 1985
Skills
Accounting, Permaculture, Garden Design, Organic Gardening, Environmental Awareness, Nonprofits, Strategic Planning, Accounts Receivable, Small Business, Hyperion Enterprise, Public Speaking, PowerPoint, Microsoft Excel, Tax, Auditing, Financial Reporting, Process Improvement, Budgets, Managerial Finance, Financial Analysis, Project Management, Sarbanes-Oxley Act, Strategic Financial..., Cash Flow, Forecasting, Risk Management, Business Planning, Due Diligence, Energy, Leadership, Financial Modeling, Management, Accounts Payable, Finance, Financial Audits, Internal Controls, Contract Negotiation, Business Strategy, Acquisition Integration, Business Process..., Change Management, Restructuring, Sustainability, Business Development, Entrepreneurship, Six Sigma, Operations Management, Strategy, Cross-functional Team..., Process Engineering
Education
University of Houston 2000 — 2002
BS in Accounting, Accounting and Finance
The University of New Mexico 1998 — 2000
worling towawrd BS, working toward BS Accounting
Sarah Lawrence College 1969 — 1970
none, dance and Russian literature
Turner Sports January 2014 - Present
ESPN April 2012 - July 2012
ESPN November 2009 - May 2012
ESPN March 2008 - December 2009
Lehman Brothers February 2005 - March 2008
Rotoworld.com 2004 - 2005
Adecco Technical @ GE Power Systems 2002 - 2003
Skills
Mobile Applications, User Experience, Digital Media, Product Management, Mobile Devices, Windows 8, Windows Phone, Android, iOS, Mobile Web, Mobile Video, Online Video, Product Development, Omniture, Mobile Technology, Web Development, APIs, HTML 5, Mobile Product..., Rich Media, Mobile Content, Mobile Internet, Web Applications, Mobile Marketing, Software Development, Integration, Analytics
Education
Siena College 1997 — 2001
BS, Computer Science
St. Joseph Regional HS
Birth Doula CD(DONA) January 2010 - Present
Lehman Brothers 2000 - 2003
Mitsui & Co., Ltd. 1997 - 2000
Skills
Pregnancy, Nutrition, Relaxation, Therapeutic Massage, Prenatal Care, Yoga, Birth, Meditation, Health Education, Babies
Education
Saint Petersburg State Electrotechnical University "LETI" 1988 — 1993
Bachelor of Science (BS), Electrical and Electronics Engineering
Just Energy July 2012 - Present
Shell Trading June 2008 - July 2012
shell trading December 2006 - June 2008
Lehman Brothers September 2005 - December 2006
Credit suisse 2005 - 2005
Skills
Trading, Energy, PJM, Energy Trading, Gas, Derivatives, Energy Markets, Commodities, Natural Gas, Commodity Markets, Options, Commodity, Electricity Markets, Analysis, Hedging, Energy Industry, Risk Management, Proprietary Trading
Education
St. Peter's College 2000 — 2004
BS, Economics
The Noble Group. An Independent Firm November 2008 - Present
Merrill Lynch December 2004 - November 2008
UBS Wealth Management May 1994 - December 2004
Lehman Brothers July 1986 - May 1994
Dean Witter 1985 - 1986
Skills
Series 7, Investment Advisory, Retirement, Wealth Management, Strategic Financial...
Education
Sam Houston State University 1981 — 1984
BA, Business
BBVA Securities Inc. December 2008 - Present
Lehman Brothers January 2007 - October 2008
New York Stock Exchange Regulation June 2004 - January 2007
Skills
Series 7, Series 24, Series 27, Series 63, Series 79, Series 99, AML, Bloomberg, Capital Markets, Derivatives, FINRA, Fixed Income, Hedge Funds, Investment Banking, KYC, OFAC, Securities, Structured Finance
Education
Seton Hall University 2000 — 2004
BS, Finance
Creative Artists Agency August 2014 - Present
Brighton Securities 2010 - 2014
Brighton Securities 2009 - 2010
Brighton Securities Corp. March 2009 - October 2009
Universal Pictures October 2008 - March 2009
NALA Films June 2008 - August 2008
Lehman Brothers June 2006 - September 2007
Skills
Microsoft Excel, Financial Modeling, Valuation, Due Diligence, Strategic Planning, Strategic Communications, Business Strategy, Financial Reporting, Financial Analysis, QuickBooks, GAAP, SEC filings, FINRA
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Science, Business Administration
Allendale Columbia
Sarah Lawrence College
B.A. Liberal Arts
HSBC July 2011 - Present
Price Waterhouse Coopers December 2010 - July 2011
MarkitSERV January 2007 - December 2010
DTCC January 2007 - December 2010
Bank Leumi June 2006 - January 2007
Lehman Brothers May 2005 - June 2006
Banesto May 2004 - May 2005
Skills
Capital Markets, Derivatives, Equities, Credit Derivatives, Hedge Funds, Fixed Income, Interest Rate..., Bloomberg, Swaps, FX Options, Equity Derivatives, Electronic Trading, Securities, Prime Brokerage, Structured Products, Middle Office, Asset Managment, Financial Markets, Investment Banking, Risk Management, Options, Banking, Portfolio Management
Education
Saint Peter's University 2006 — 2010
MBA, Finance
Saint Peter's University 2000 — 2004
BS, International Business and Trade
John Cabot University 2002 — 2002
BS, International Business and Trade-Study Abroad
Wells Fargo Securities August 2014 - Present
RBC Capital Markets May 2013 - August 2014
TD December 2009 - May 2013
Beacon Federal December 2008 - December 2009
Lehman Brothers September 2005 - December 2005
Skills
Financial Modeling, Corporate Finance, Accounting, Valuation, Research, Credit Analysis, Credit, Credit Risk, Portfolio Management, Loans, Financial Statement..., Asset Based Lending, Financial Analysis, Capital Markets, Banking, Risk Management, Commercial Banking, Financial Structuring, Due Diligence, Commercial Lending, Finance, Financial Risk, Syndications, Financial Markets, Financial Services, Mergers, Loan Origination, Debt Restructuring, Fixed Income, Underwriting, Investment Banking, Structured Finance, Bloomberg, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Accounting and Finance, 3.74
Siena College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Westhill
UBS Private Wealth Management September 2008 - Present
Lehman Brothers March 2005 - September 2008
JP Morgan Private Bank 1994 - March 2005
Smith Barney 1987 - 1994
Bankers Trust 1985 - 1987
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance
Skidmore College 1981 — 1985
Economics and Business
Suffield Acadamy 1978 — 1981
LeanKit August 2012 - Present
Universal Safety Response®, Inc. (USR®) September 2005 - March 2011
The North Highland Company February 2005 - September 2005
Deustche Bank June 2000 - September 2004
Deutsche Bank August 1998 - June 2000
BHF-BANK 1994 - 1997
Lehman Brothers 1990 - 1994
Lehman Brothers 1985 - 1990
Lehman Brothers 1982 - 1985
Skills
Strategic Planning, Strategic Financial..., Financial Modeling, Financial Analysis, Start-ups, Risk Management, Financial Reporting, Finance, Management, Executive Management, Process Improvement, Leadership, Cash Management, Financial Risk
Education
Seton Hall University
MBA, Finance
St Peters College
BS, History
St Peters Prep
RBC Capital Markets December 2014 - Present
RBC Capital Markets July 2014 - December 2014
Barclays Investment Bank January 2012 - June 2014
Barclays Investment Bank September 2008 - December 2011
Lehman Brothers July 2005 - September 2008
Skills
Investment Banking, Equity Capital Markets, Financial Institutions, Capital Markets, Equities, Derivatives, Structured Products, Fixed Income, Hedge Funds, Emerging Markets, Bloomberg, Structured Finance
Education
Skidmore College 2001 — 2005
BS, Business Administration and Management, General
The Taft School 1999 — 2001
IDP Education Pty Ltd October 2009 - Present
Federated Insurance February 2009 - October 2009
Lehman Brothers January 2007 - September 2008
Lehman Brothers June 2006 - January 2007
Skills
Account Management, Marketing Strategy, Strategic Planning, Team Building, Marketing, Strategy, Market Research, Business Development, Business Strategy, Cold Calling, Public Speaking, New Business Development, Event Management, Customer Service, Higher Education, Management, Recruiting, International Students, CRM, International Education, Contract Negotiation, Contract Management, Contractual Agreements, Customer Retention, Customer Engagement, Finance, Budgets, Sales
Education
Shippensburg University of Pennsylvania 2002 — 2006
BSBA, Finance
Mechanicsburg High School
Simon & Schuster (A CBS Company) May 2008 - Present
Disney ABC Television Group January 2006 - May 2008
Movielink October 2002 - September 2005
Tellme Networks May 2000 - August 2001
AOL / Netscape May 1999 - August 1999
Lehman Brothers November 1992 - May 1998
Skills
Product Marketing, Digital Strategy, Product Management, User Experience, Product Development, Online Advertising, Social Media Marketing, Audience Development, Marketing Strategy, Mobile Applications, Publishing, Television, Film, CRM, Email Marketing, Consumer Insight, Customer Segmentation..., Budget P&L, SEM, Financial Modeling, New Business Development, Partnerships, Video, iPhone Application..., Web Commerce, SEO, Merchandising, Digital Media, Digital Marketing, Strategy, E-commerce, Online Marketing, Strategic Partnerships, General Management, Brand Development, Start-up Consulting, Advertising, Analytics, Agile Methodologies
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Marketing and Entrepreneurship
Skidmore College
BA, English Lit.
Reed Allie Publishing LLC September 2015 - Present
Citco Fund Services September 2012 - September 2015
Citco September 2008 - January 2012
Lehman Brothers June 2007 - September 2008
UBS Securities LLC June 2003 - May 2007
Credit Suisse March 1997 - September 2001
JP Morgan June 1992 - March 1997
Credit Suisse First Boston (Pacific) October 1990 - January 1992
Objective Technologies, Inc. February 1990 - October 1990
Fusion Systems Group August 1989 - February 1990
Skills
Fixed Income, Prime Brokerage, Hedge Funds, Client Service, Equities, Full SDLC, Product Life Cycle..., Product Development, Data Extraction, Trade Management, Financial Services, Product Lifecycle..., Trading, Settlement, Derivatives, Electronic Trading, Alternative Investments, Securities, Capital Markets, Trading Systems, Sybase, Financial Markets, SDLC, Options, Portfolio Management, Back Office, Collateral Management, FX Options, Equity Derivatives, Credit Derivatives, Investment Banking, Bloomberg, Middle Office, Mutual Funds, Client Services, Asset Management, Bonds, Swaps, Equity Trading, Market Data, Risk Management, Securities Lending, Fund Administration, Relationship Management, Funding, Reference Data, Interest Rate..., Commodity, Financial Risk
Education
School of Visual Arts 1981 — 1983
none
Keefe, Bruyette & Woods April 2013 - Present
Eagle Asset Management October 2008 - January 2010
Lehman Brothers August 2008 - October 2008
Bear Stearns June 2004 - August 2008
Smith Barney March 2003 - May 2003
Banc of America Securities October 2000 - March 2003
PaineWebber September 1999 - September 2000
Skills
Equity Research, Portfolio Management, Investments, Stock Picking, Financial Analysis, Financial Modeling, Valuation, Financial Sector, Industrial Sector, Accounting, Taxation, Securities, Finance, Financial Services, Investment Strategies, Asset Management
Education
Seton Hall University 1998 — 2002
MBA, Finance, GPA: 3.69
Seton Hall University 1994 — 1996
MS, Taxation, GPA: 3.50
Seton Hall University 1989 — 1993
BS, Accounting, GPA: 3.45
Home October 2012 - Present
Capital Crossing Servicing Company LLC September 2008 - October 2012
Lehman Brothers February 2007 - September 2008
Capital Crossing Bank October 2005 - February 2007
Interactive Data April 2002 - March 2005
Interactive Data April 2000 - April 2002
Thomson Financial July 1998 - April 2000
Skills
Microsoft Excel, Fixed Income, Customer Service, Credit, Financial Modeling, Financial Analysis, Asset Management, Due Diligence, Banking, Risk Management, Loans
Education
Siena College 1994 — 1998
Mepham High School 1990 — 1994
Greenfield Investment Services November 2007 - Present
Ace Parking January 2005 - September 2007
Lehman Brothers May 2006 - August 2006
Skills
Financial Modeling, IPO, Investment Strategies, Investments, Financial Analysis, Asset Management, Strategic Planning, Business Strategy, Risk Management, Business Development, Microsoft Office, Leadership, Entrepreneurship, Analysis, Budgets, Due Diligence
Education
San Diego State University-California State University 2003 — 2007
BS, Finance, Economics
Food Lovers United Company February 2015 - Present
OneTraction September 2013 - Present
Accenture September 2004 - January 2015
Lehman Brothers August 2003 - April 2004
NASA 2001 - 2003
Skills
Program Management, Strategy, Cross-functional Team..., Management, Analysis, Consulting, Business Process, E-commerce, Business Development, Software Project..., Start-ups, Change Management, Business Strategy, Web Project Management, Business Analysis, Customer Service, CRM, Leadership, Customer Relations, Financials, Product Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Corporate Strategy, Entrepreneurship
Santa Clara University - Leavey School of Business 2001 — 2004
B.S., Operations and Management Information Systems
Ernst & Young October 2012 - Present
Citi August 2011 - October 2012
Morgan Stanley October 2009 - August 2011
Lehman Brothers July 2006 - October 2009
Barclays September 2008 - December 2008
Deloitte & Touche LLP December 2003 - June 2006
Skills
Financial Risk, Financial Accounting, Capital Markets, Financial Reporting, Derivatives, Auditing, Finance, Accounting, Internal Controls, Financial Analysis, Financial Services, US GAAP, Account Reconciliation, Sarbanes-Oxley Act, Investment Banking, Basel II, SEC filings, Corporate Finance, Due Diligence, CPA, Financial Statements, Risk Assessment, Process Improvement, Governance, Equities, Fixed Income, Valuation
Education
Seton Hall University 2001 — 2004
Master of Science, Accounting
Seton Hall University 2001 — 2003
Bachelor of Science, Accounting
Deloitte Touche Tohmatsu Limited May 2005 - Present
Lehman Brothers 1995 - 2005
Skills
Accounting, Auditing, Business Analysis, CPA, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Mergers, Program Management, SEC filings, Sarbanes-Oxley Act, Tax, US GAAP
Education
Saint Peter's University 2002 — 2005
MBA, Finance
Saint Peter's University 1991 — 1995
BS, Accounting
Citi November 2014 - Present
Citigroup July 2009 - October 2014
UBS June 2008 - June 2009
jaxtr February 2008 - May 2008
Lehman Brothers January 2007 - February 2008
In2M Corporation February 2006 - January 2007
IndiaIdeas.com Limited January 2005 - February 2006
Skills
Flex, UI development, Java Enterprise Edition, AJAX, Struts, JSP, Java, Spring, OOP, Servlets, Core Java, SQL, XML, Eclipse, Hibernate, JDBC, Oracle, JavaScript, Agile Methodologies, Tomcat, jQuery, Photoshop, Digital Photography, Weblogic, oracle, Unix, Sybase, SDLC, Unix Shell Scripting, JMS, Spring Framework
Education
Saurashtra University 2001 — 2005
B.E, Computers
Barclays September 2008 - Present
Lehman Brothers September 2006 - September 2008
Lehman Brothers April 2001 - September 2006
Lewco Securities February 1999 - April 2001
MCS Canon January 1998 - February 1999
Canon 1998 - 1999
Skills
Project Management, Program Management, Software Documentation, R&D, IT Service Management, Team Leadership &..., Help Desk Management, End User Training &..., Workforce Planning &..., Technical Documentation, Technical Support, User Acceptance Testing, Quality Assurance, Requirements Analysis, Homeland Security, Intellectual Property, Capacity Building, Banquets, Help Desk Support, Trading Systems, Management, Servlets, Business Process..., SPC, Disaster Recovery, Vendor Management
Education
St. Peter's College 1992 — 1996
BS, CIS
St. Peter's Prep 1987 — 1991
The Advisory Board Company December 2012 - Present
Politico January 2012 - December 2012
Adventist HealthCare September 2006 - October 2007
The Advisory Board Company September 1998 - July 2006
Deutsche Bank October 1997 - September 1998
Lehman Brothers August 1995 - October 1997
Skills
Strategic Planning, Social Media, Investment Banking, Strategic Partnerships, Business Development, Salesforce.com, Capital Markets, Market Research, Start-ups, Analytics
Education
Smith College 1991 — 1995
Bachelor of Arts (B.A.), American Studies
Niskayuna High School
Ernst & Young June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers October 2007 - September 2008
JPMorgan 2006 - 2007
BNY Mellon 2000 - 2005
Bank of Tokyo-Mitsubishi UFJ 1988 - 2000
Skills
US Tax, International Tax, US Withholding Tax;...
Education
Saint Peter's College 1982 — 1985
Bachelor of Science (BS), Marketing
Seton Hall University 1981 — 1982
Marist 1977 — 1981
High School
NYC based firm 2011 - Present
Credit Suisse 2000 - 2011
Societe Generale 1995 - 2000
Lehman Brothers 1991 - 1995
White, Weld & Co. 1987 - 1991
Education
Skidmore College
Bachelor of Science (BS), Business Administration and Management
Target April 2014 - Present
Target May 2012 - April 2014
Target November 2010 - April 2012
Target Corporation August 2009 - November 2010
Target November 2008 - August 2009
Lehman Brothers June 2007 - August 2007
El Pomar Foundation July 2003 - August 2006
Miss Colorado 2002 2002 - 2003
Skills
Strategic Planning, Marketing Strategy, Marketing, Management, Strategy, Marketing Communications, Cross-functional Team..., Strategic Partnerships, Sales, Social Networking, Event Management, Program Management, Business Development, Strategic Negotiations, Personal Branding
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
SDA Bocconi 2007 — 2007
MBA, International Finance, Luxury Retail
University of Colorado Colorado Springs 1999 — 2002
Bachelor of Science, Finance, Information Systems
Coldwell Banker Residential Brokerage August 2011 - Present
Lehman Brothers January 2002 - January 2009
UBS Securities Co., Ltd January 1996 - January 2002
Education
St. Peter's College 1982 — 1986
BS, Business Management
General Atomics July 2014 - Present
Flash Dash Series November 2012 - December 2014
Kirkland & Ellis LLP September 2011 - June 2014
American Express November 2009 - August 2011
Lehman Brothers March 2007 - September 2008
InterContinental Hotels Group March 2002 - March 2007
Paradigm Business Strategies February 2001 - March 2002
Skills
Private Equity, Microsoft Office, Strategy, Employee Relations, Front Office, Event Planning, Leadership, Venture Capital, Hospitality, Project Management, Executive Management, Mergers & Acquisitions, Hotels, Event Management, Contract Negotiation, Budgets, Business Development
Education
Salt Lake Community College 1997 — 2004
Forest Research Institute December 2009 - December 2014
Lehman Brothers July 2001 - September 2008
National Playwrights Conference/Eugene O'Neill Theater Center March 1994 - July 2001
The Children's Theatre of Massachusetts June 1981 - October 1990
Skills
Vendor Management, Cross-functional Team..., Analysis, Project Management, Leadership, Program Management, Team Building, Management, Project Planning, Strategy, Budgets, Fundraising, Business Analysis, Marketing, Change Management, Strategic Planning, Business Strategy, Visio, Time Management, CRM
Education
Yale University 1991 — 1994
Smith College 1978 — 1983
MA, Arts
N.Y.U. Stern School, Berkley Center for Entrepreneurship September 2008 - Present
Four Block Foundation February 2013 - Present
Sunvestor, Inc. April 2001 - April 2003
London & Bishopsgate International April 1990 - May 1992
Lehman Brothers September 1984 - April 1990
The Chase Manhattan Bank 1976 - 1982
Kidder, Peabody & Company 1975 - 1976
Massachusetts Institute of Technology (MIT) 1974 - 1975
Skills
Leadership Development, Leadership, Strategic Planning, Event Planning, Portfolio Management, Financial Modeling, Entrepreneurship, Emerging Markets, Microsoft Office, Corporate Finance, Staff Development, Management Consulting, Strategic Partnerships, Volunteer Management, Editing, Microsoft Excel, Mergers, New Business Development, Global Business..., Human Resources, Recruiting, College Recruiting, Project Management, Market Entry, Problem Structuring, Competitive Intelligence, Management Due Diligence, Major Gift Solicitations, Teaching, Writing, Marketing Strategy, Non-profits, Public Speaking, Mergers & Acquisitions, Analysis, Program Management, Nonprofits
Education
New York University - Leonard N. Stern School of Business 1983 — 1986
Master of Business Administration (M.B.A.), Finance & International Business
Simmons College 1971 — 1975
B.A.with Honors in, Education, B.A. with Honors in Psychology
Data Resolution, LLC January 2011 - Present
Aile Tecnologies January 2011 - Present
Unite Autism June 2009 - Present
RoseASP January 2010 - January 2011
ID Analytics December 2008 - July 2009
Lehman Brothers May 2008 - December 2008
First NLC November 2005 - April 2008
Accredited Home Lenders December 2001 - September 2005
H&R Block Mortgage March 1993 - December 2001
Option One Mortgage March 1993 - December 2001
Skills
Management, Software Development, Management Consulting, Mergers & Acquisitions, Sales, Servers, E-commerce, Change Management, Cloud Computing, Project Portfolio..., Security, Process Improvement, Leadership, Budgets, Negotiation, Business Process, SharePoint, Mergers, Integration, Information Technology, Financial Services, Program Management, Troubleshooting, IT Strategy, Data Center, Disaster Recovery, SaaS, Vendor Management, Data Warehousing
Education
San Diego State University-California State University 1983 — 1989
marketing, mathmatics, business
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
ReadyCap Commercial, LLC July 2014 - Present
CIT April 2011 - July 2014
Standard Chartered Bank April 2008 - October 2008
CIT June 2006 - August 2007
Lehman Brothers April 2003 - June 2006
Visteon Corporation May 2000 - December 2002
Nortel Networks February 2000 - May 2000
Skills
Financial Modeling, Financial Analysis, Variance Analysis, Budget Process, Financial Forecasting, Operation..., UAT Testing, Business Analysis, Problem Solving, Multi Tasking, Accounting, Forecasting, Financial Reporting, Analysis, Derivatives
Education
University of Windsor 1997 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
Shanghai Normal University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature
Wachovia, A Wells Fargo Company May 2010 - Present
Merrill Lynch 2005 - May 2008
Credit Suisse 2000 - 2005
Lehman Brothers 1990 - 2000
Skills
C#, Sybase, SQL, C++, Fixed Income
Education
Saint Peter's University
BS, Compuer Science
Decker & Co July 2015 - Present
CIMB July 2007 - February 2015
Lehman Brothers September 1998 - March 2007
Scudder Investments, Jardine Fleming Ord Minnett 1995 - 1998
Skills
Equities, Emerging Markets, Capital Markets, Hedge Funds, Investments, Private Equity
Education
Smith College
Bachelor of Arts (B.A.), Government and Economics, Dean's List
McCann New York March 2013 - Present
Craft New York March 2013 - Present
CreativeInterns.com October 2009 - Present
RAPP November 2009 - February 2013
Fume Relations llc 2006 - October 2009
Big Fuel Communications October 2008 - September 2009
CreativeFeed June 2008 - September 2009
Neuberger Berman August 2008 - August 2009
JWT May 2007 - June 2008
Lehman Brothers September 2006 - September 2007
Skills
Creative Services, Talent Management, Talent Mapping, Internship developement, Creative Manager, Talent Operations, Creative Operations, Operations Management, Resource Management, Agency Operations, Business Operations, Web Development, Project Management, Digital Media, Management, Budgets, New Business Development, Creative Direction, Interactive Marketing, Web Design, Team Leadership, Advertising, Adobe Creative Suite, Digital Marketing, Leadership, Interactive Advertising, Skilled Labor, Social Media, Graphic Design, Creative Strategy, Internships, Direct Mail
Education
School of Visual Arts 1992 — 1996
BFA, Computer Art (interactive design/development, motion graphics, 2D/3D animation)
State Street Bank March 2014 - Present
Flagstar Bank May 2011 - April 2013
Sovereign Bank/Santander March 2000 - April 2011
BankBoston 1997 - 2000
Kredit Bank January 1995 - January 1996
HSBC January 1994 - January 1995
Credit Suisse March 1988 - December 1993
Lehman Brothers 1987 - 1988
Irving Trust 1984 - 1987
Education
Seton Hall University 1974 — 1978
BS
Farmers Insurance & Big Tree Financial 2008 - Present
Lehman Brothers 2005 - 2008
Argent Mortgage 2003 - 2005
Home Savings of America 1996 - 2003
Education
San Francisco State University 1995 — 2001
Catalent Pharma Solutions February 2015 - Present
Catalent Pharma Solutions December 2014 - Present
Catalent Pharma Solutions October 2008 - November 2014
Lehman Brothers February 2007 - October 2008
Realogy (formerly Cendant) 2001 - 2007
Skills
Financial Modeling, Forecasting, Business Planning, Competitive Analysis, Accounting, Finance, Analysis, Sarbanes-Oxley Act, Variance Analysis, Cash Flow, Strategic Financial..., Financial Forecasting, Cash Flow Forecasting, Strategic Planning, Hyperion Enterprise, Financial Analysis, Financial Planning, Hyperion
Education
Seton Hall University 2003 — 2006
MBA, Finance
Seton Hall University 1997 — 2001
BS, Finance
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase July 2012 - February 2015
Broadridge 2007 - May 2012
Con Edison 2004 - 2007
Goldman Sachs 2003 - 2004
Lehman Brothers 2000 - 2003
Merrill Lynch 1997 - 1999
Skills
Finance, Forecasting, Mergers & Acquisitions, Financial Analysis, Accounting, Financial Reporting, Corporate Finance, Consolidation, Auditing, Leadership, Team Building, Banking, Mergers, Cash Management, Analysis, Process Improvement, Budgets
Education
Saint Peter's University
MBA, With a focus on Accounting/Finance
Saint Peter's University
BS, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers August 2004 - September 2008
Skills
Financial Analysis, Financial Services, Asset Management, Business Analysis, Hedge Funds, Compensation, Analysis, Finance
Education
Saint Peter's University 2005 — 2008
Master of Business Administration (M.B.A.), MBA - Finance Concentration, 3.9
Saint John's University 1996 — 2000
Bachelor's Degree, Psychology, 3.4
Lehman Brothers March 2006 - December 2007
First Albany Capital May 2003 - March 2006
Skills
SDLC, User Acceptance Testing, User Training, Investment Banking, Equities, Fixed Income, Human Resources, Project Management, Business Analysis, Analysis, Strategic Planning, Microsoft Excel, SQL, Disaster Recovery, Management, Business Strategy
Education
Siena College 1999 — 2003
BS, Computer Science
Lehman Brothers March 2012 - December 2014
Dunkin Donuts September 2011 - March 2012
Jersey City Public Schools November 2010 - June 2011
Popeyes Louisiana Kitchen, Inc. May 2010 - September 2010
Skills
OneSource, General Ledger, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Public Speaking, Customer Service, Research
Education
Saint Peter's University 2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.52 Overall GPA
Ikon Arts Foundation, Inc 2013 - Present
The Estée Lauder Companies Inc. 2012 - 2013
Wahanda 2009 - 2011
KUNA, LLC 2007 - 2009
AMO 2006 - 2007
International Advisory Board (IAB) for the PanEuropean Oil Pipeline Project (PEOP) 2004 - 2006
Lehman Brothers 2003 - 2003
DAI 2001 - 2002
Wilson Sonsini Goodrich and Rosati 1999 - 2001
Education
Stanford University 1993 — 1997
BA, International Relations
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2002 — 2004
MA, International Economics & International Development
Fulbright Fellow to Croatia 1997 — 1998
Faculty of Political Science (University of Zagreb), Zagreb, Croatia
Institut d'Etudes politiques de Paris 1995 — 1996
Economics/Political Science
Notre Dame High School 1989 — 1993
Decker & Co September 2012 - Present
Kim Eng Securities June 2009 - June 2012
Siam Commercial Bank March 2002 - June 2009
Lehman Brothers 1995 - 1997
Skills
Hedge Funds, Equities, Equity Research, Investments, Emerging Markets, Capital Markets, Bloomberg, Trading, Alternative Investments, Equity Trading, Private Equity, Asset Management, Fixed Income, Derivatives, Finance, Valuation
Education
Santa Clara University 1989 — 1992
Bachelor's degree, History
The World Bank June 2015 - Present
The World Bank June 2013 - June 2015
The SAIS Review of International Affairs June 2012 - May 2013
Oxus International May 2012 - August 2012
Carnegie Endowment for International Peace January 2011 - April 2011
Sistema Shyam Teleservices Ltd July 2009 - January 2011
Lehman Brothers July 2006 - July 2008
Skills
Project Management, Project Design, Operations Management, Business Planning, Financial Modeling, Economics, International Relations, Research, Due Diligence, Analysis, International..., Business Strategy, Professional Mentoring, Emerging Markets, Mergers & Acquisitions, Finance, Proposal Writing, Report Writing, Multilateral..., M&A Negotiations, Public Policy, Policy Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2013
MA International Economics and International Relations, Russian & Eurasian Studies, South Asian Studies, Emerging Markets Specialization
Saint Petersburg State University 2008 — 2009
Russian Language and Culture
London School of Economics and Political Science 2004 — 2006
Bachelor of Science (BSc), Economics
DPS, VK
Investment Analytics March 1984 - Present
Lynch Jones and Ryan (I/B/E/S) July 1981 - February 1984
Mutual benefit life June 1973 - June 1981
Lehman Brothers July 1969 - September 1971
Drexel Harriman Ripley June 1968 - June 1970
Glaxo Smith Kline June 1964 - June 1968
Skills
Investment Strategies, Equities, Forecasting, Hedge Funds, Analysis, Alternative Investments, Investments, Asset Allocation, Asset Managment, Portfolio Management, Investment Management, Asset Management, Quantitative Analytics, Economics, Investment Advisory, Finance, Financial Markets
Education
Sewanee-The University of the South 1959 — 1963
BA, Economics
Home Office September 2013 - Present
Erickson Living November 2010 - January 2014
Lehman Brothers 1997 - 2008
Skills
Video, Creative Direction, Adobe Creative Suite, User Experience, Social Media, Event Planning, Photoshop, User Interface Design, Digital Media, Editing, Video Editing, Social Networking, Facebook
Education
Shenandoah University 1982 — 1986
BS, Psychology
Henry Hudson Regional School 1976 — 1982
High School
FDIC 2010 - Present
Saxon Mortgage 2010 - 2010
Beal Bank - MGC Mortgage 2009 - 2010
Lehman Brothers 2006 - 2009
CitiFinancial International - Citigroup 1986 - 2006
Citigroup 1986 - 2006
Associates First Capital 1986 - 2000
Skills
Business Development, Loss Mitigation, Banking, Leadership, Credit, Loans, Due Diligence, Portfolio Management, Financial Services, Credit Risk, Financial Modeling, Management, Start-ups, Risk Management, Business Process..., Financial Risk, Asset Managment, Mortgage Banking, Program Management, Finance, Loan Origination, Collections, Operations Management, Asset Management, Consumer Lending, Structured Finance, Business Planning, Mergers & Acquisitions, Strategic Planning, Underwriting, Mortgage Lending, Investments, Performance Management, Executive Management, Change Management, Process Improvement, Credit Analysis, Financial Analysis, Strategy, Relationship Management, Loan Servicing
Education
Sam Houston State University 1982 — 1986
BBA, Business Management
George Mason University - School of Business
Contract Management
Con Edison January 2015 - Present
Con Edison January 2012 - Present
Con Edison September 2010 - December 2011
Lehman Brothers March 2007 - October 2010
Sky Line Realty Inc. July 2004 - March 2007
Skills
Oracle Hyperion..., Oracle E-Business Suite..., Microsoft Excel, Microsoft PowerPoint, Mircosoft Word, SharePoint, Interpersonal Leadership, Tax, Accounting, PowerPoint, Microsoft Word, Corporate Finance, Finance, Sarbanes-Oxley Act, Financial Analysis, Customer Service, Internal Audit, Corporate Tax, CPA, Tax Returns, Analysis, Microsoft Office
Education
Saint Peter's University 2006 — 2010
BS
Lehman Brothers October 2008 - Present
StreetWise Partners January 2009 - June 2010
Lehman Brothers July 2006 - October 2008
Education
Denmark’s International Study Program 2004 — 2005
Study Abroad, International Business and Economics
Smith College
B.A., Economics
Deloitte Digital June 2015 - Present
Accenture July 2014 - June 2015
Accenture January 2014 - July 2014
Accenture (Client: Large UK Bank) March 2013 - December 2013
Accenture (Client: Large UK Bank) October 2012 - March 2013
Accenture (Client: Large US Retail Bank) May 2012 - October 2012
Barclays Capital September 2008 - May 2012
Lehman Brothers March 2008 - September 2008
Lehman Brothers May 2007 - August 2007
Accenture January 2005 - July 2006
Skills
Program Management, Project Management, Project Delivery, Entrepreneurship, Agile & Waterfall..., Certified Scrum Master..., Web Applications, Mobile Applications, Risk Management, Retail Banking, Commercial Banking, Investment Banking, Regulatory Requirements, Compliance, Anti Money Laundering, FATCA, Dodd-Frank, KYC, CDD
Education
Stanford University Graduate School of Business 2011 — 2011
Stanford Ignite, Program in Innovation and Entrepreneurship
Syracuse University 2006 — 2007
Masters, Computer Engineering
Shivaji University 2000 — 2004
Bachelors of Engineering, Electronics Engineering
Adobe October 2014 - Present
Imation October 2011 - September 2014
SugarCRM March 2009 - October 2011
Oracle September 2008 - January 2009
BEA Systems (Oracle) November 2007 - June 2008
Fremont Investment and Loan 2007 - 2008
Lehman Brothers June 2006 - October 2007
MEDICAL DIMENSIONS, INC June 1999 - June 2006
Stanford University 1993 - 1997
Skills
Security, Healthcare, Medium Business, SaaS, Salesforce.com, Enterprise Software, Account Management, Solution Selling, Cloud Computing, CRM, Direct Sales, Sales Process, Market Analysis, Sales, Management, Business Intelligence, Strategy, Business Development, Sales Management, Leadership, Business Strategy, Business Planning, Forecasting, Channel Partners, Software Industry, Strategic Partnerships
Education
University of San Francisco 2001 — 2002
MA, Organizational Development
San Jose State University 1994 — 1998
BA, Industrial Organization
University of Arizona 1993 — 1994
Menlo Atherton HS
Exact August 2011 - Present
Exact August 2011 - June 2012
Therapeutic Research Center June 2010 - August 2011
Exact May 2005 - July 2010
Lehman Brothers October 2000 - May 2005
John Wiley & Sons March 2000 - June 2000
MedImpact Healthcare Systems August 1999 - November 1999
Skills
Marketing Communications, Copywriting, Press Releases, CRM, Social Media, Public Relations, Blogging, Marketing, Facebook, Editing, Internal Communications, Marketing Strategy, Content Management, WordPress, Management, Project Management, Training, Proofreading, Program Management, Publishing, Proposal Writing, Product Management, Sales
Education
University of California, Davis 2008 — 2009
PR Certification, Public Relations
San Jose State University 2004 — 2005
N/A, Poetry and Creative Writing
University of California, Berkeley 1997 — 1999
Bachelor of Arts, English Literature
CM.Hutchinson Financial LCC March 2015 - Present
Bay Area Foundations and Youth Organizations 2008 - Present
Credit Suisse 2000 - 2006
Geocast Network Systems 1999 - 2000
DLJ 1996 - 1999
Lehman Brothers 1994 - 1996
Skills
Strong computer and...
Education
London School of Economics and Political Science 1992 — 1993
General Course Diploma, Accounting and Finance
Santa Clara University 1990 — 1994
Bachelor's Degree, Finance
Santander Bank, N.A. July 2015 - Present
Commerzbank AG 2014 - 2015
Easter Seals NJ 2012 - 2015
RBS Citizens Bank 2012 - 2014
Barclays Capital 2010 - 2012
American Express 2009 - 2010
Lehman Brothers 2005 - 2008
JP Morgan Chase 1992 - 2005
Office of Counsel to the Governor 1983 - 1986
Skills
AML, Capital Markets, Financial Risk, Credit, Banking, Derivatives, Hedge Funds, Fixed Income, Management, Financial Services, Securities Regulation, Securities, Investment Banking, Due Diligence, Auditing, Financial Markets, Risk Management, Operational Risk, Equities, Corporate Governance, Financial Regulation
Education
Seton Hall University School of Law 1980 — 1983
JD
The George Washington University 1976 — 1980
BA, International Studies-Economics
The American University of Paris 1978 — 1979
Ross Search/Consult January 2010 - Present
Positive Coaching Alliance 1998 - August 2010
Michael James & Associates September 1997 - December 2009
Santa Clara University Alumni Association 1999 - 2001
AR/eM Search Consultants 1995 - 1997
Technique Executive Search 1992 - 1995
Health Care Employers Association 1990 - 1992
Lehman Brothers 1988 - 1990
Skills
Talent Acquisition, Executive Search, Semiconductors, Start-ups, Product Marketing, Business Development, Product Management, Go-to-market Strategy, Telecommunications, Account Management, Leadership, Marketing Strategy, Software, Sales, Strategic Planning, Cross-functional Team..., Business Strategy, Product Development, Strategic Partnerships, Venture Capital, Strategy, Recruiting, Management Consulting, Mergers & Acquisitions, Executive Management, Engineering, IC, Investments, Marketing, New Business Development, Entrepreneurship, Networking
Education
Santa Clara University
BA, English; Linguistics/Education
Santa Clara University
MA, Counseling Psychology; Counseling, Coaching, Career Development
MTV Networks April 2014 - Present
Embassy Row June 2012 - March 2014
The Dr. Oz Show February 2012 - June 2012
The Nate Berkus Show August 2011 - March 2012
Synaptic Digital (formerly Medialink) October 2008 - September 2011
Fox News Network June 2008 - October 2008
Lehman Brothers October 2006 - June 2008
Fuse TV October 2004 - October 2006
MTV Networks January 2000 - October 2004
MTV Networks October 1999 - October 2000
Skills
Video Production, Television, Broadcast, Music, Camera, Avid, Film, Video, Post Production, Producing, Field Producing, Broadcast Television, Media Production, Reality, Final Cut Pro, Entertainment, Production Managment, New Media, HD Video, Documentaries, Avid Media Composer, Field Production, Reality TV
Education
Salisbury University 1995 — 1999
BA
American College In London 1998 — 1998
Morristown High school 1990 — 1994
EDF Trading June 2014 - Present
EDF Trading December 2013 - June 2014
EDF Trading November 2011 - December 2013
EDF Trading May 2008 - November 2011
Lehman Brothers 2007 - 2008
GE Oil & Gas June 2006 - August 2006
Bojoni LTD September 2003 - September 2005
Skills
Investment Banking, Fixed Income, Capital Markets, Valuation, Derivatives, Financial Modeling, Corporate Finance, Bloomberg, Trading, Options, Analytics, Power Generation, Natural Gas, Power Plants, Electricity, Asset Managment, Commodity Markets, Fundamental Analysis, Fundamentals, Energy, Energy Management, commodity trading, power wholesale, Physical Trading, Energy Trading, Power Trading, Financial Analysis, Product Structuring, DCF Valuation, Valuation Modeling, ERCOT, Power Markets, Power Market Design, Asset Optimization
Education
SDA Bocconi 2005 — 2006
MBA, Finance, General
Univerzitet u Beogradu 2000 — 2004
BA, Economics, Double Major: Statistics and Management Information Systems
Bank of America January 2014 - Present
Prudential Financial February 2012 - December 2013
JPMorgan June 2008 - February 2012
Bear Stearns October 2003 - June 2008
Agrema Technologies Inc November 1999 - November 2006
Lehman Brothers January 1999 - October 2003
TIAA-CREF February 1994 - November 1999
Standard Chartered Bank 1994 - 1994
Bank of America 1992 - 1994
Tata Motors 1990 - 1992
Skills
Prime Brokerage, Fixed Income, Trading Systems, Electronic Trading, SDLC, Market Data, Equities, Equity Derivatives, Hedge Funds, Credit Derivatives, Interest Rate..., Capital Markets, Project Management, Investment Banking, Sybase, Derivatives, Investment Management, Management, Enterprise Software, Options, Back Office, FX Options, Market Risk, Financial Services, Securities, ACORD, Vendor Integration, Broker-Dealer, Wealth Management
Education
Sardar Patel University
BS, Engineering
Los Alamos National Laboratory April 2006 - Present
Lehman Brothers August 2005 - April 2006
Keane April 2000 - July 2005
Intransco 1997 - 2000
Point L 1993 - 1996
Skills
High Performance..., Java, Scientific Computing, C, Distributed Systems, Software Development, C++, Linux, Unix
Education
University of California, Santa Cruz
MS, Computer Science
Sofia University St. Kliment Ohridski 1990 — 1995
MS, Computer Science
Vela Piskova
TD Securities August 2014 - Present
Barclays Capital November 2009 - August 2014
Barclays Capital January 2009 - December 2009
Lehman Brothers March 2004 - December 2008
Register.com 1999 - 2004
Skills
Team Leadership, IT Service Management, Vendor Management, Change Management, ITIL, Process Improvement, Project Management, Business Analysis, Business Process..., Troubleshooting, SDLC, Integration, Management, Project Planning, Team Management, Disaster Recovery, Call Centers, Leadership, Strategy, Service Delivery, Risk Management, Outsourcing, Business Process, Training, Analysis, Data Center, E-commerce, Technical Support, IT Strategy, Program Management, IT Management, CRM
Education
Skidmore College 1989 — 1993
BS, Business
BANK OF AMERICA May 2007 - Present
Lehman Brothers September 2004 - May 2007
WELLINGTON MANAGEMENT COMPANY January 1999 - January 2002
Skills
Asset Managment, Finance
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Analytical Finance
University of Chicago Graduate School of Business 2002 — 2004
MBA
Northeastern University
B.S, Business Administration
Shanghai University of Finance and Economics 1991 — 1995
Shanghai University of Finance and Economics 1985 — 1991
Neuberger Berman January 2009 - Present
Lehman Brothers June 2000 - November 2008
Education
Skidmore College 1993 — 1997
Bridgewater Associates September 2013 - Present
Leading Investment Management Firm July 2012 - August 2013
Medidata Solutions May 2008 - August 2012
Lehman Brothers August 2005 - February 2008
Credit Suisse January 2001 - July 2005
Perform Consulting July 1999 - December 2000
j p morgan 1984 - 1999
Skills
Six Sigma Green Belt, Chartered Global..., Business Process..., Expense Management, Budget Process, Project Management, Strategic Planning, Change Management, Business Process..., KPI implementation, Performance Metrics, Cost Benefit, Financial Analysis, Cost Accounting, Cost Allocation, Software, Financial Services, Acquisition Integration, Real Estate Economics, Six Sigma, Analysis, Strategy, Strategic Financial...
Education
Sheffield Hallam University 1976 — 1980
BA ( Hons), Business
stannington college of fe 1974 — 1977
Triple Point Technologies September 2005 - Present
Triple Point Technology 2005 - Present
Nidera 2009 - 2009
Nidera 2009 - 2009
Lehman Brothers 2006 - 2007
JProxy.com 2000 - 2007
Skills
XML, Agile Methodologies, SQL, Java Enterprise Edition, Software Development, Java, JBoss Application Server, Scrum
Education
Saratov State University named after N.G.Chernyshevsky 1987 — 1991
MS in Physics
Neuberger Berman February 2010 - Present
Neuberger Berman February 2009 - January 2010
Lehman Brothers 2006 - 2008
Skills
Fixed Income, Trading Systems, SDLC, Asset Management, Investments, Equities, Hedge Funds, Business Analysis, Investment Banking, Portfolio Management, Financial Modeling, Trading, Financial Services, User Acceptance Testing, Wealth Management
Education
Wichita State University 2004 — 2006
M.S., Engineering
Sardar Patel University 1998 — 2002
BS, Mechatronics, Robotics, and Automation Engineering
Barclays September 2011 - October 2014
Barclays Capital September 2008 - September 2011
Lehman Brothers February 2008 - September 2008
Meridian VAT Reclaim July 2007 - February 2008
Meridian VAT Reclaim July 2003 - July 2007
Education
Skidmore College 1998 — 2002
BS, Business
Och-Ziff Capital Management September 2015 - Present
Williams Lea December 2008 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers May 2006 - September 2008
UBS Investment Bank 1994 - 2006
Skills
Graphic Design, Sketching, Layout, Illustrator, Logo Design, Microsoft Word, PowerPoint
Education
School of Visual Arts 1989 — 1993
Bachelor of Fine Arts (B.F.A.), Illustration
North Bergen High School 1985 — 1989
High School
Medtronic Inc. February 2009 - Present
Lear Corporation April 2006 - February 2009
CTS Corporation June 2002 - February 2006
Lehman Brothers June 2001 - August 2001
Mackenzie Investment Management Inc. December 1995 - August 2000
Skills
Cross-functional Team..., Financial planning &..., Business Strategy, Project Management, Financial Reporting, Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Business Development, Strategic Planning, Financial Analysis, Financial Accounting, Strategic Financial..., Equity Research Analysis, Management, Financial Planning, Strategy, Finance, Forecasting, Analysis, Corporate Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Business Administration
Shanghai International Studies University 1990 — 1995
Bachelor of Arts (B.A.), International Journalism
Sirius XM Radio Inc. July 2015 - Present
JPMorgan Chase & Co. June 2014 - May 2015
Bank of America May 2011 - May 2014
Virtusa Corp October 2010 - April 2011
Bank of America November 2009 - September 2010
Fortress Investment Group December 2008 - October 2009
Lehman Brothers October 2007 - October 2008
American Stock Exchange November 2006 - October 2007
Merrill Lynch July 2005 - November 2006
iGATE - GE NBC 1999 - 2005
Skills
Data Warehousing, Data Modeling, SDLC, Informatica, Enterprise Architecture
Education
Sathyabama University 1993 — 1997
B.E., Computer Science
St. Marys,Chennai
K. Hovnanian Homes August 2004 - December 2005
Johnson Electric November 2002 - August 2003
Lehman Brothers June 2000 - November 2001
Nathan and Lewis Securities, Inc. 1998 - 2000
Education
Seton Hall University 2007 — 2008
BSN, Nursing
Wagner College 1994 — 1998
BS, Biology
The Washington Post May 2015 - Present
The Washington Post April 2014 - April 2015
The Washington Post December 2010 - April 2014
Census Bureau September 2008 - December 2010
CGI Federal December 2006 - December 2007
Lehman Brothers 2006 - 2006
Atos Origin 2004 - 2006
Skills
Java, Spring, Java Enterprise Edition, Agile Methodologies, SDLC, Weblogic, SOA, XML, Struts, Hibernate, Tomcat, SQL, Enterprise Architecture, REST, Requirements Analysis, Spring Framework, Hadoop, MongoDB, Leadership, Multi-tenant, Stateless Security, ElasticSearch
Education
Shivaji University 2000 — 2003
Bachelor of Engineering (B.E.), Computer Science
Cloudera
Cloudera Certified Developer for Apache Hadoop
M.P. Shah High School
Deutsche Bank Securities 1994 - 2002
Lehman Brothers 1986 - 1994
Education
Siena College 1975 — 1979
St. Mary's
Morgan Stanley February 2005 - Present
Morgan Stanley January 2009 - January 2012
Lehman Brothers 1994 - 2005
lehman brothers 1994 - 2005
Grant Thornton 1992 - 1994
Skills
Transfer Pricing, Private Equity, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, International Tax, Corporate Finance, Restructuring, Hedge Funds, Financial Reporting, Tax, Finance, Capital Markets, Corporate Tax, Accounting, SEC filings, Strategic Financial..., Sarbanes-Oxley Act, Auditing, Fixed Income
Education
Seton Hall University 1997 — 2001
MBA, Finance
Saint Peter's University 1992 — 1996
BS, Accounting/Economics
Lehman Brothers Real Estate ConsultingPricewaterhouseCoopers2005 - 2006
Education
Skidmore College 2001 — 2005
Microsoft June 2014 - Present
Microsoft February 2010 - June 2014
Buttonwood Group Trading May 2009 - December 2009
Lehman Brothers June 2008 - August 2008
University of Illinois at Chicago August 2007 - May 2008
Wipro Technologies August 2005 - July 2007
Education
University of Illinois at Chicago 2007 — 2009
Masters, Computer Science
Sathyabama University 2001 — 2005
Bachelor of Engineering, Computer Science
H.M.M.Hr Sec School
B.O.F.A.M.L May 2010 - June 2011
EXIC GROUP July 2008 - February 2009
Lehman Brothers December 1999 - August 2008
FleetSecurities 1999 - 2000
ADP 1987 - 1997
Skills
SDLC, Database Design, Management, Testing, Business Analysis, Enterprise Architecture, Data Warehousing, Enterprise Software, Requirements Analysis, Software Development, Integration, Agile Methodologies, IT Strategy, Software Project..., Requirements Gathering, Project Management
Education
Saint Petersburg State Electrotechnical University "LETI"
MS, Electrical Engineering
Neuberger Berman December 2010 - Present
Lehman Brothers July 2007 - December 2008
New York University January 2003 - June 2007
Seton Hall University 1999 - 2003
Education
Seton Hall University 1999 — 2002
MA, Corporate Communications
Seton Hall University 1995 — 1999
BA, Communications
LPL Financial July 2010 - Present
C & O Brand Management May 2008 - March 2009
San Diego State University 2007 - 2008
Lehman Brothers August 2004 - July 2006
Skills
Investments, Financial Analysis, Sports Marketing
Education
San Diego State University-California State University 2007 — 2008
MBA, Sports Management
Tulane University - A.B. Freeman School of Business 1999 — 2004
BS, MA, MA: Accountancy BS: Finance, Asian Studies
Tulane University 1998 — 2004
MACCT, Accounting, Finance
WisdomTree Asset Management March 2013 - Present
Allianz Global Investors January 2008 - February 2013
UBS Wealth Management August 2006 - January 2008
AllianceBernstein April 2003 - August 2006
Lehman Brothers July 2001 - March 2003
Morgan Stanley September 1998 - May 2001
Skills
Series 7, Series 24, FINRA, Investment Advisers Act, Asset Managment, Financial Services, Securities, Investments, Mutual Funds, Equities, Fixed Income
Education
Seton Hall University
The Prudential Insurance Company of America September 2013 - April 2014
Gerstein Fisher 2011 - 2011
JP Morgan 2007 - 2011
Bear Stearns April 2007 - September 2008
Lehman Brothers 2006 - 2007
MetLife 2001 - 2006
Nathan & Lewis 2001 - 2002
Morgan Stanley Dean Witter Trust 2000 - 2000
Skills
Training, Sales, Investments, Operations, Following Up, Customer Service, Videography, Video Editing, Personal Training, Recruiting, Relationship Management, Asset Managment, Financial Services, Insurance, Finance, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, FINRA, Derivatives, Employee Benefits, Project Management, Wealth Management, Investment Advisory, Capital Markets, Bloomberg, Financial Analysis, Management, Portfolio Management, Series 6, 401k, Trading, Risk Management, Back Office, Alternative Investments, Hedge Funds, Microsoft Excel, Bonds, Series 7, Options, Financial Markets, Asset Management, Retirement, ETFs, Retirement Planning, Credit, Investment Banking, Strategic Financial...
Education
Toastmaster's
St. Peter's College
Marketing
Cliffside Park High School
Mellon Capital Management January 2010 - July 2015
Lehman Brothers April 2007 - June 2008
HSBC Securities July 2004 - April 2007
Education
Seton Hall University 1998 — 2003
BS, Finance
Roselle Catholic HS
Robert Half International July 2008 - Present
AEON June 2007 - June 2008
Lehman Brothers October 2004 - May 2007
Education
Santa Clara University 1998 — 2002
Bachelor of Science in Commerce, Major: MIS, Minor: English
RBS Markets and International Banking April 2011 - Present
UBS Investment Bank December 2008 - April 2011
JP Morgan Chase April 2005 - December 2008
AXA Financial November 2004 - April 2005
Citigroup June 2003 - August 2004
Morgan Stanley Dean Witter June 2003 - August 2004
JP Morgan Chase June 2002 - June 2003
Greenwich Technology Partners February 1999 - July 2002
Salomon Smith Barney September 1997 - February 1999
Lehman Brothers August 1996 - August 1997
Skills
Fixed Income, Disaster Recovery, Integration, Data Center, Outsourcing, Vendor Management, IT Strategy, ITIL, Program Management, Data Privacy, PMO, Strategy, Investment Banking, Virtualization, Business Case, Financial Analysis, Market Data, Options, Infrastructure, Information Security..., Information Security, Information Security..., Information Technology, Project Management, Project Portfolio..., Project Finance, Mergers & Acquisitions, Management Consulting, Strategic Consulting
Education
Siena College 1984 — 1988
BS, Marketing
Barclays Capital February 2006 - Present
Lehman Brothers 1998 - 2006
Skills
Corporate Events, Marketing, Financial Services, Event Management
Education
Salve Regina University 1987 — 1991
BS, Marketing Management
Greenlight Financial Services September 2011 - Present
Santiago Canyon College June 2011 - Present
Spherion Staffing June 2010 - February 2011
Sun West Mortgage April 2008 - October 2009
SUN WEST MORTGAGE COMPANY, INC April 2008 - October 2009
BNC Mortgage June 2005 - October 2007
LEHMAN BROS April 2005 - October 2007
Lehman Brothers 2000 - 2007
BNC Mortgage (Lehman Brothers Co.) 2000 - 2007
BNC Mortgage 2000 - 2007
Skills
Mortgage Lending, Funding
Education
Santiago Canyon College 2011 — 2012
None, General
New Horizons
Santa Ana College
South County
Lehman Brothers April 2006 - Present
Education
Shanghai Jiao Tong University 1985 — 1989
BS, EE
Teleflora November 2003 - Present
Metcash September 2002 - March 2003
News Corporation March 2002 - September 2002
Lehman Brothers November 2000 - November 2001
Skills
Hyperion Enterprise, Forecasting, Financial Modeling, Finance, Mergers & Acquisitions
Education
San Diego State University-California State University
BS, Finance
Danico Medical May 2006 - Present
Lehman Brothers June 1996 - April 2006
Roche Pharmaceuticals September 1991 - June 1996
Skills
Strategic Financial..., Managerial Finance, Business Strategy, Business Planning, Process Improvement, Operations Management, Team Building, Start-ups, Manufacturing, Medical Devices, Product Management, Business Development, Sales Management, Corporate Finance
Education
Seton Hall University 1994 — 1998
Master of Business Administration (M.B.A.), Finance, General
University of Delaware - Lerner College of Business and Economics 1987 — 1991
Bachelor of Science (BS), Finance, General
Bank of America Merrill Lynch March 2010 - October 2012
BlackRock September 2008 - March 2009
UBS Investment Bank April 2004 - May 2008
lehman brothers 1997 - 2004
Skills
Capital Markets, Fixed Income, Portfolio Management, Hedge Funds, Derivatives, Credit Derivatives, Asset Managment, Team Mentoring, Teacher Training, Barclays Point, Fixed Income Portfolio..., Institutional Portfolio..., BlackRock Aladdin, Valuation, Asset Management, Investment Banking, Financial Risk, CDS, MBS, Hedging, ALM, ABS, Interest Rate Swaps, Credit Analysis, Structured Products, CDO, Portfolio Optimization, Interest Rate..., Market Risk, FX Options, Leveraged Finance, Bloomberg, Credit, Options, Swaps, Equity Derivatives
Education
Seton Hall University
Bachelor of Science (B.S.), Finance, General
The George Washington University - School of Business
MBA, International Finance
Sugar Me January 2010 - Present
Fortis Partners 2008 - 2009
Equinox 2008 - 2008
Digital Island 1999 - 2001
PricewaterhouseCoopers 1998 - 1999
Lehman Brothers 1996 - 1998
SG Cowen 1994 - 1996
Education
Piedmont Schools
San Francisco State University
Lehman Brothers January 2007 - Present
Education
Skidmore College 2001 — 2005
Iridian Asset Management July 1996 - Present
Arnhold and S. Bleichroeder Advisers 1995 - 1996
Lehman Brothers August 1991 - November 1995
Skills
Equities, Equity Trading, Trading Systems, Electronic Trading, Hedge Funds, Financial Analysis, ETFs
Education
University of Connecticut 2014 — 2018
Master of Business Administration (M.B.A.), Finance, General
S.U.N.Y Purchase 1990 — 1991
guest student, Liberal Arts
Sarah Lawrence College 1987 — 1991
Lehman Brothers Equity Training Program
Lehman Brothers Holdings Inc January 2013 - Present
Lehman Brothers Holdings Inc October 2008 - December 2012
Lehman Brothers October 2006 - September 2008
Deloitte June 2006 - September 2006
Deloitte June 2005 - May 2006
Deloitte June 2002 - May 2004
EY July 1997 - November 2001
Skills
Capital Markets, Derivatives, Investment Banking, Financial Modeling, Valuation, Fixed Income, Equities, Private Equity, Due Diligence, Risk Management
Education
Shri Ram College of Commerce 1994 — 1997
B Com (hons), Finance, Business studies
Union Bank 2011 - Present
Federal Deposit Insurance Corporation 2009 - 2011
Lehman Brothers 2006 - 2008
Washington Mutual 1999 - 2004
First National Bank & Trust 1998 - 1999
Education
San Diego State University-California State University
BS, Finance
Bank of Montreal October 2011 - Present
Morgan Stanley May 2010 - April 2011
Morgan Stanley May 2005 - May 2010
Deutsche Bank July 2003 - April 2005
Lehman Brothers November 2000 - July 2003
Lehman Brothers November 2000 - July 2003
Fidelity Investments August 1998 - November 2000
Salomon Smith Barney April 1997 - August 1998
Farm Family Insurance Companies November 1993 - March 1997
Farm Family Insurance Companies June 1993 - November 1993
Skills
Financial Services, Operational Risk..., Internal Controls, Capital Markets, Financial Risk, Fixed Income, Credit Risk, Equities, Internal Audit, Investment Banking
Education
Siena College 1991 — 1993
Bachelor of Business Administration, Accounting
Private Technology Investor January 2014 - Present
Compass North Capital June 2011 - May 2014
Cypress Funds April 2008 - March 2011
Merrill Lynch March 2006 - April 2008
Lehman Brothers July 2001 - January 2006
Robertson Stephens October 1997 - June 2001
PricewaterhouseCoopers November 1994 - October 1997
Education
Santa Clara University 1989 — 1993
BA Business, Accounting
Barclays Capital August 2009 - Present
Lehman Brothers February 2007 - August 2009
Morgan Stanley December 2005 - January 2007
Prudential Financial 2001 - 2005
Skills
Expense Management, Savings
Education
Seton Hall University 2002 — 2004
MBA, Finance
Saint Peter's University 1997 — 2001
BS, Business Management
UBS Investment Bank August 2012 - Present
G2 Investment Group, LLC September 2010 - August 2012
Lehman Brothers June 1991 - September 2010
Salomon Brothers 1988 - 1991
Skills
CMBS, Fixed Income, Capital Markets, Securitization, Structured Products, Hedge Funds, Financial Structuring, Asset Managment, Structured Finance, Asset Management, Investment Banking, Private Equity, Mezzanine, Equities, Bloomberg, Bonds, MBS, Alternative Investments, Derivatives, Real Estate Economics, Valuation, CDO, ABS, Securities, Due Diligence, Credit Derivatives, Investments, Middle Office, Emerging Markets, Portfolio Management, Credit Analysis, Investment Management, Syndications, CDS, Equity Research, High Yield, Financial Markets, Equity Derivatives, Debt Restructuring, Interest Rate..., Trading Systems, Financial Modeling, Corporate Finance, Trading
Education
Saint Michael's College 1981 — 1985
B.S., Mathematics
St. Dominic Academy 1977 — 1981
Barclays Investment Bank March 2000 - Present
Lehman Brothers March 2000 - September 2008
Deutsche Bank July 1998 - March 2000
Education
Skidmore College 1994 — 1998
BA, Biology, Art
Barclays Capital September 2008 - Present
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2008 - September 2008
Education
Washington University in St. Louis 2006 — 2008
Masters, Computer Science
Sikkim Manipal University of Health, Medical and Technological Sciences 2002 — 2006
Bachelors, Computer Engineering
Royal Bank of Canada April 2011 - Present
Nomura Securities July 2009 - April 2011
Barclays Capital February 2007 - July 2009
Lehman Brothers February 2007 - September 2008
Citi Group June 2004 - February 2007
Skills
Trading Systems
Education
Stony Brook University 2002 — 2004
Masters, Computer Science
Shreemati Nathibai Damodar Thackersey Women's University
iGATE June 2013 - Present
Mastek Limited October 2008 - May 2013
Lehman Brothers August 2007 - October 2008
Patni Computer Systems November 2004 - August 2007
ThyssenKrupp Industries India February 2003 - February 2004
Skills
Quality Center, Manual Testing, JIRA, Testing, Test Management, QTP, SDLC, Test Planning, Regression Testing, Oracle SQL Developer, WinSCP, User Acceptance Testing, Test Cases, Test Strategy, Defect Tracking, Integration Testing, SQL, Test Execution, Software Quality..., Test Estimation, PL/SQL, Informatica, Team Management, Environment Management, Waterfall, System Testing, Oracle, HP QTP, HP Quality Center
Education
Shivaji University 1998 — 2002
BE, Mechanical
D. C. Narke Vidyaniketan and Jr. College, Kuditre 1990 — 1991
Ambac April 2013 - Present
Bank of Tokyo-Mitsubishi October 2008 - March 2013
Lehman Brothers August 2007 - October 2008
The Siegfried Group September 2005 - June 2007
Freddie Mac May 2004 - September 2005
PwC May 1998 - August 2002
Skills
Product Control, Foreign Exchange, Financial Modeling, MBS, Capital Markets, FX Options, Financial Services, CPA, Fixed Income, Derivatives, Internal Controls, Regulatory Filings, Trading Systems, Dodd-Frank, Credit Risk, Market Risk, Legal Compliance, Vendor Management, Equity Research, Investment Banking, Investment Management
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA, Finance
Shanghai University of Finance and Economics 1994 — 1998
Bachelor of Arts (B.A.), International Finance
J.Crew April 2015 - Present
J.Crew March 2012 - April 2015
Neuberger Berman August 2009 - March 2012
PricewaterhouseCoopers June 2009 - August 2009
Lehman Brothers April 2007 - August 2009
Skills
Tax, Accounting, Tax Compliance, Income Tax, Transfer Pricing, Non Income Tax, Sales Tax, Depreciation, Corporate Tax, US GAAP, Partnership Taxation, Financial Reporting, VAT, Fixed Assets
Education
St. Peter's College 2005 — 2009
BS, Accounting, Finance
BlackRock June 2007 - Present
Ernst & Young June 2001 - June 2007
Lehman Brothers February 1999 - August 2002
Skills
Controller, Private Equity, Fund of Private Equity..., Financial Analysis, Due Diligence, Financial Modeling, Hedge Funds, Bloomberg, Valuation, CPA, US GAAP, Finance, Financial Reporting, Capital Markets, Mergers & Acquisitions, SEC filings, GAAP, Accounting, Equities, Investment Banking, Mutual Funds, Corporate Finance, Securities, Investments, Portfolio Management, Financial Accounting, Business Valuation, Derivatives, Alternative Investments, Auditing, Fixed Income, Asset Management, Internal Controls, Cash Management, Financial Markets, Financial Services, Financial Structuring, Asset Allocation, Fund Accounting, Fund Of Funds, Investment Management
Education
Saint Peter's University 1998 — 2002
BS of Science in, Accountancy
Wells Fargo / Wachovia March 2005 - Present
Barclays Capital September 2003 - March 2005
Lehman Brothers April 1994 - September 2003
Skills
Market Risk, Product Control, Risk Management, Fixed Income, Credit Derivatives, CDO, Securitization, CMBS, ABS, Finance, Rates, Analysis, Accounting, Management, Budgets, Residential Mortgages
Education
Rutgers Graduate School of Management 1990 — 1992
MBA
San Diego State University-California State University 1984 — 1987
B.S., Business (Finance)
Barclays Investment Bank January 2013 - Present
Barclays Investment Bank January 2009 - December 2012
Lehman Brothers September 2007 - December 2008
Lehman Brothers July 2005 - September 2007
Lehman Brothers January 2004 - June 2005
Lehman Brothers July 2002 - December 2003
Skills
Capital Markets, Derivatives, Hedge Funds, Finance, Financial Services, Management, Financial Analysis, Prime Brokerage, Trading Systems
Education
Saint Peter's University 2002 — 2005
Master’s Degree, Finance and Financial Management Services
University of Connecticut 1997 — 2001
Bachelor’s Degree, Finance and Financial Management Services
Betterment April 2015 - Present
Barclays Capital May 2011 - April 2015
Morgan Stanley November 2008 - May 2011
Lehman Brothers August 2007 - October 2008
Education
Seton Hall University School of Law 2003 — 2006
Juris Doctor, Law
University of Illinois at Urbana-Champaign 1999 — 2003
BA, History
Redbone Software May 2006 - Present
Bank of America - Merrill Lynch May 2006 - Present
Lehman Brothers June 2005 - May 2006
Microsoft Corporation December 1996 - June 2005
Microsoft Corporation March 1994 - December 1996
Calera Recognition Systems 1991 - 1994
AT&T 1988 - 1989
Skills
.NET, Win32 API, Software Development, Enterprise Architecture, Web Services, Architecture, Distributed Systems, WCF, SDLC, ASP.NET, Agile Methodologies, Microsoft SQL Server, C Programming, C++ Programming, C# Programming, Threading and..., MAPI, Algorithms, SOA, SOAP, XML, XML Schema, XSD, CVS, COM
Education
Santa Clara University 1989 — 1990
Computer Science
University at Buffalo 1981 — 1988
BS, Electrical Engineering/Computer Science
TRANZACT November 2008 - July 2015
TRANZACT August 2007 - October 2008
Lehman Brothers 2005 - 2006
Skills
Requirements Analysis, Business Requirements, Business Analysis, MySQL, Agile Methodologies, SDLC, Visio, Agile Project Management, Requirements Gathering, SharePoint, Software Project..., User Acceptance Testing, SQL
Education
St. Peter's College
Bachelor of Science (BS), Management Information Systems, General, Graduate
Lehman Brothers March 2001 - May 2008
Education
San Francisco State University
The Home Depot May 2014 - Present
The Expo Design Center (The Home Depot) August 2008 - March 2009
Expo Design Center September 2006 - August 2008
Carnegie Hall May 2005 - September 2006
Covenant House April 2004 - May 2005
Covenant House October 2002 - March 2004
Citigroup June 2001 - August 2001
Citigroup June 2000 - August 2000
National Academy Foundation July 1999 - August 1999
Lehman Brothers July 1997 - August 1997
Skills
Talent Management, Onboarding, Employee Relations, Performance Management, HR Policies, Human Resources, Training, Organizational..., Time Management, Team Building, Conflict Resolution, Deferred Compensation, Staff Development, Workforce Planning, Project Planning, HRIS, Hiring, Employee Engagement, Employee Benefits, Leadership, Leadership Development, Temporary Placement, Program Management, Retail, Employee Training, Interviews, Union Avoidance, Talent Acquisition, Personnel Management, Recruiting, Succession Planning, Management, Coaching, Organizational..., New Hire Orientations, Career Development, Benefits Administration, Applicant Tracking..., FMLA, HR Consulting, College Recruiting, Workshop Facilitation, Executive Coaching, Labor Relations, Compensation & Benefit, Policy, Performance Appraisal, Change Management
Education
The New School 2004 — 2006
MS, Human Resources Management
Skidmore College 1998 — 2002
B.A., Business Administration
Norwest Venture Partners June 2014 - August 2014
Cisco Meraki September 2011 - May 2013
Cisco WebEx March 2010 - August 2011
Lehman Brothers June 2008 - August 2008
Bay Partners June 2007 - August 2007
Skills
Business Planning, Sales, Marketing
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Santa Clara University 2005 — 2009
Bachelor’s Degree, Business, Management, Marketing
New York Life Insurance Company June 2012 - Present
Morgan Stanley Wealth Management 2010 - 2012
Wachovia Bank, NA May 2008 - June 2010
Wachovia April 2008 - May 2010
Lehman Brothers June 2005 - May 2008
Weichert Commercial Realtors January 2004 - June 2005
Julien J Studley, Inc May 1996 - February 2004
Education
Seton Hall University 1989 — 1993
BS, Communication
CLSA April 2005 - Present
Commerzbank AG 1998 - November 2004
UBS November 1996 - October 1998
Lehman Brothers August 1993 - September 1996
Freelance Writer August 1989 - August 1993
Dean Witter Reynolds November 1987 - August 1989
Merrill Lynch December 1982 - November 1987
Freelance Editor September 1980 - October 1982
Arthur Young August 1979 - August 1980
Education
Sarah Lawrence College 1975 — 1979
Bachelor of Arts (B.A.), Writing; fiction
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - Present
Lehman Brothers August 2003 - September 2008
Skills
Fixed Income, Equities, Investment Banking, Derivatives, Alternative Investments, Bloomberg, Hedge Funds, Equity Research, Capital Markets, Trading Systems, Securities, Series 7, Asset Allocation, Options, Investments
Education
San Francisco State University, College of Business
Corporate Finance
Balyasny Asset Management L.P. June 2015 - Present
PineBridge Investments January 2015 - June 2015
The Blackstone Group January 2010 - January 2015
Credit Suisse May 2007 - January 2010
FAA January 2007 - May 2007
Lehman Brothers May 2006 - January 2007
Tata Consultancy Services 2004 - 2006
Skills
SSIS, Sql Server Integration..., SSAS, Dimensional Modeling, MDX, Salesforce.com, AJAX, JavaScript, ASP.NET, C#, Microsoft SQL Server, Analysis Services, ETL
Education
Sardar Patel University 1999 — 2003
Bachelor of Engineering (B.E.), Computer Science
BNP Paribas 2015 - Present
Goldman Sachs 2014 - 2015
Goldman Sachs 2013 - 2014
Goldman Sachs 2011 - 2013
Goldman Sachs 2010 - 2011
Lehman Brothers 2007 - 2010
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Saint Peter's University 2006 — 2010
Bachelor of Science, Accounting, Finance, Business Law
Saint David's School August 2014 - Present
Jacksonville Country Day School July 2013 - June 2014
Riverside Presbyterian Day School July 2012 - June 2013
Riverside Presbyterian Day School July 2011 - June 2012
Durham Academy July 2009 - June 2011
The Chapin School August 2008 - July 2009
Greenwich Education Group 2008 - 2009
Lehman Brothers 2005 - 2007
Time Inc. 2004 - 2004
The Metropolitan Museum of Art 2003 - 2003
Skills
Teaching, Fundraising, Event Planning, Curriculum Design, Non-profits, Public Speaking, Educational Technology, Staff Development, Research, Curriculum Development, Community Outreach, Editing, Tutoring, Higher Education, Educational Leadership, Teacher Training, Classroom, Instructional Design, Grant Writing, Nonprofits, Adult Education, Elementary Education, Curriculum Mapping
Education
Teachers College of Columbia University 2007 — 2008
MA, Elementary Education
Sewanee-The University of the South 2001 — 2005
BA, English
Berkadia May 2012 - Present
Plumstead Baseball 2007 - 2013
R&W Financial, LLC October 2010 - April 2012
Cardinal Real Estate Solutions, LLC August 2006 - December 2011
Capmark 1998 - 2006
Capmark 1998 - 2006
Lehman Brothers November 1997 - November 1998
PNC Bank 1994 - 1997
Skills
Underwriting, Loans, Credit, Real Estate, Commercial Real Estate, Financial Structuring, Investment Properties, Appraisals, Risk Assessment, Real Estate Economics, Debt, Commercial Mortgages, Real Estate Financing, Mortgage Lending, Asset Managment, Due Diligence, Credit Analysis, Portfolio Management, Structured Finance, Valuation
Education
Seton Hall University 1986 — 1988
Master of Business Administration (MBA), Finance, General
Seton Hall University 1982 — 1986
Bachelor's Degree, Criminal Justice
Nomura October 2008 - August 2009
Lehman Brothers June 2008 - September 2008
JP Morgan Chase May 2006 - May 2008
Education
University of Mumbai 2002 — 2005
Seneca College of Applied Arts and Technology
Bloomberg LP April 2014 - Present
Marex Spectron August 2011 - November 2013
Chi-X Global July 2009 - May 2011
Lehman Brothers March 2006 - January 2009
Lehman Brothers June 2005 - December 2005
Skills
Capital Markets, Corporate Finance, Electronic Trading, Equities, Strategy, Derivatives, Financial Modeling, Investment Banking, Financial Markets, Trading Systems, Corporate Development, Market Data, Fixed Income, Private Equity, Emerging Markets
Education
The University of Chicago 2000 — 2003
Bachelor of Arts (B.A.), Linguistics
School of Oriental and African Studies, U. of London 2004 — 2005
Master of Arts (M.A.), Near and Middle Eastern Studies
Phillips Academy, Andover 1996 — 2000
Softchoice November 2014 - Present
SIGMAnet October 2013 - November 2014
Integrated Access Solutions November 2009 - October 2013
Lehman Brothers September 2002 - October 2009
Skills
Business Development, Cisco Technologies, Enterprise Software, EMC Storage, Data Center, New Business Development, Microsoft Technologies, Unified Communications, Lead Generation, Managed Services, Networking, Network Load Balancing, WAN Optimisation, SaaS, Security, LAN-WAN, Professional Services
Education
San Francisco State University
Bachelor's degree, Kinesiology
Sandler Sales Institute 2012 — 2014
Sandler Selling Skills and Process
Brinks Global Services May 2014 - Present
Brinks Global Services January 2014 - May 2014
National Debt Relief July 2013 - December 2013
Northern Leasing Systems August 2012 - March 2013
Northern Leasing Systems February 2008 - August 2012
Lehman Brothers June 2003 - August 2003
Skills
Credit, Merchant Services, Loans, Portfolio Management, Insurance, Strategic Financial..., Underwriting, Accounting, Financial Analysis, Financial Modeling, Invoicing, Accounts Receivable, Financial Reporting, Microsoft Excel, Leadership, Access, Microsoft Office, Budgets, Financial Planning, Management, Microsoft Word, Outlook, Customer Service, Finance, Negotiation, Team Building, Process Improvement
Education
Seton Hall University 2000 — 2004
BS in Business Administration, Sports Management
Staten Island Technical High School 1996 — 2000
Regents Diploma
Ladenburg Thalmann January 2007 - Present
Sterling Financial, Florida August 2003 - January 2006
C.E. Unterberg, Towbin August 1999 - August 2003
J.P. Morgan August 1996 - August 1999
Lehman Brothers August 1979 - August 1996
Skills
Investment Banking, Series 7, Series 24, Series 63, Alternative Investments, Equities, AML, Mutual Funds, Due Diligence, Private Equity, Capital Markets, Investments, Options, Equity Trading, Series 65, Trading, Investment Advisory, Fixed Income, Private Placements, Asset Managment, Asset Management, Financial Markets, KYC, Financial Risk, Trading Systems, Electronic Trading, Equity Research, Risk Management, Financial Services, Mergers & Acquisitions, Portfolio Management, Securities Regulation, IPO, Uniform Combined State...
Education
St. Peter's College 1971 — 1975
"BS", Economics
Bayonne H S 1967 — 1971
HSBC April 2013 - Present
C12 Capital Management September 2009 - August 2011
Barclays Capital September 2008 - September 2009
Lehman Brothers July 2007 - September 2008
Skills
Fixed Income
Education
Seton Hall University 2003 — 2006
Bachelor's degree, Finance
KPMG US March 2013 - Present
Compliance Consulting May 2012 - March 2013
MF Global August 2008 - May 2012
Bear Stearns April 2005 - July 2008
Lehman Brothers August 2001 - March 2005
Goldman Sachs January 1996 - July 2001
Goldman Sachs October 1987 - December 1995
Education
Seton Hall University 1982 — 1984
Masters of Business Administration, Finance
Seton Hall University 1978 — 1982
Bachelor of Science, Accounting
Cambridge Global Advisors December 2014 - Present
North Sea Partners LLC 2009 - September 2014
Lehman Brothers 2001 - 2008
Education
Smith College 1976 — 1980
AB, Political Science and Government
Finishline Capital Inc. November 2012 - Present
Rodman & Renshaw May 2011 - July 2012
Hudson Securities April 2009 - May 2011
UBS June 2008 - April 2009
UBS May 2005 - June 2008
Schwab Soundview Capital Markets January 2004 - January 2005
RBC Capital Markets March 2003 - January 2004
CE UNTERBURG Tobin January 2000 - January 2003
Hambrecht & Quist January 1995 - January 2000
Lehman Brothers January 1994 - January 1995
Skills
Equities, Capital Markets, Bloomberg, Series 7, Series 63, Series 24, series55, Prime Brokerage, Securities, Trading, Equity Trading, Traders, Equity Research, Hedge Funds, Options, Electronic Trading, Derivatives, Investment Banking, Risk Management, Trading Strategies, Finance, Financial Risk, Market Making, Fixed Income, FINRA, Financial Markets, Alternative Investments, Portfolio Management, Relationship Management, Trading Systems, Investments, ETFs, Bonds, Asset Management, Equity Derivatives, Stocks, Proprietary Trading, Financial Services, Commodity, IPO, Investment Strategies, Private Equity, Funding
Education
Seton Hall University 1982 — 1986
Bachelor of Science, Finance, Graduated Magna Cum Laude - 3.8 gpa
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Finance
Knight Capital Group January 2010 - September 2014
Ernst & Young January 2006 - December 2009
Lehman Brothers January 1996 - December 2008
Education
St. Peter's College 1996 — 1999
Master's degree, Business Administration and Management, General
St. Peter's College 1988 — 1993
Bachelor's degree, Marketing/Marketing Management, General
Poseidon Saltwater Systems, Inc. March 2013 - Present
Investor 1993 - Present
NDX Trading Inc. 1998 - 2009
All Trac Transportation Inc. 1995 - 2005
All Tech Investments November 1993 - 1995
Bear Stearns October 1992 - October 1993
Lehman Brothers May 1989 - September 1992
Eppler Guerin & Turner December 1988 - June 1989
Paine Webber October 1987 - November 1988
Education
University of Iowa 1984 — 1987
Bachelor of General Study's Degree
Sam Houston State University 1982 — 1983
East High School Des Moines, Iowa 1980 — 1982