Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
Lehman Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lehman Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Lehman Brothers Salaries. You can even request information on how much does Lehman Brothers pay if you want to. Learn about salaries, pros and cons of working for Lehman Brothers directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Catherine Mahon-Gunnell Catherine Mahon-Gunnell's Lehman Brothers Experience August 1990 - June 1992
Job Need Optimization? | Global transformation of finance and procurement and smooth post merger integrations
Industry Management Consulting
Experience
Kells Group Consulting March 2006 - Present
World Vision International December 2013 - May 2015
PRGX August 2010 - March 2012
Group W Associates LLC February 2006 - December 2006
A.T.Kearney October 2000 - February 2006
A Prompt Computer Service, Inc. September 1999 - December 2005
Bank of America August 1992 - October 2000
Lehman Brothers August 1990 - June 1992
Skills
Business Process..., Procurement..., Mergers and Acquisitions, Post Merger Integration, Operations, Creative Problem Solving, Root Cause Analysis, Marketing Communications, Technical Writing, Corporate Communications, Strategic Communications, International Project..., Project Portfolio..., Business Process Design, Organizational..., Process Consultation, Organizational Diagnosis, Organizational Changes, Change Management, Business Transformation, Project Governance, Organizational Change, Workshop Design, Workshop Presenter, Business Reorganizations, Business Change..., Stakeholder Management, Process Alignment, Process Creation, Efficiency Optimization, Organization..., Project Execution, Project Management, Mergers, Procurement, Risk Management, Acquisition Integration, Competitive Analysis, Process Consulting, Mergers & Acquisitions, Strategy, Management Consulting, Business Planning, Consulting, Program Management, Management, Process Improvement, Leadership, Strategic Planning, Strategic Sourcing
Education
Southern Methodist University - Cox School of Business 2001 — 2003
MBA, Finance
The College of William and Mary 1988 — 1990
BS, Finance
Kells Group Consulting March 2006 - Present
World Vision International December 2013 - May 2015
PRGX August 2010 - March 2012
Group W Associates LLC February 2006 - December 2006
A.T.Kearney October 2000 - February 2006
A Prompt Computer Service, Inc. September 1999 - December 2005
Bank of America August 1992 - October 2000
Lehman Brothers August 1990 - June 1992
Skills
Business Process..., Procurement..., Mergers and Acquisitions, Post Merger Integration, Operations, Creative Problem Solving, Root Cause Analysis, Marketing Communications, Technical Writing, Corporate Communications, Strategic Communications, International Project..., Project Portfolio..., Business Process Design, Organizational..., Process Consultation, Organizational Diagnosis, Organizational Changes, Change Management, Business Transformation, Project Governance, Organizational Change, Workshop Design, Workshop Presenter, Business Reorganizations, Business Change..., Stakeholder Management, Process Alignment, Process Creation, Efficiency Optimization, Organization..., Project Execution, Project Management, Mergers, Procurement, Risk Management, Acquisition Integration, Competitive Analysis, Process Consulting, Mergers & Acquisitions, Strategy, Management Consulting, Business Planning, Consulting, Program Management, Management, Process Improvement, Leadership, Strategic Planning, Strategic Sourcing
Education
Southern Methodist University - Cox School of Business 2001 — 2003
MBA, Finance
The College of William and Mary 1988 — 1990
BS, Finance
Eric Fracasso Eric Fracasso's Lehman Brothers Experience March 1994 - February 1995
Job Regional Vice President at Invesco US
Industry Financial Services
Experience
Invesco US January 2014 - Present
RS Investments April 2013 - November 2013
Fidelity Investments December 1997 - March 2013
Fidelity Investments December 1996 - November 1997
Fidelity Investments March 1995 - November 1996
Lehman Brothers March 1994 - February 1995
Lehman Brothers March 1993 - March 1994
The Boston Company April 1991 - March 1993
Champion Triangle Corp. May 1990 - April 1991
Skills
Sales, Mutual Funds, 401k, 529 Plans, Variable Annuities, Financial Services, Investment Strategies, Fixed Income, Equities, Investment Management, Asset Allocation, Defined Contribution, Capital Markets, IRAs, Series 7, Series 63
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Invesco US January 2014 - Present
RS Investments April 2013 - November 2013
Fidelity Investments December 1997 - March 2013
Fidelity Investments December 1996 - November 1997
Fidelity Investments March 1995 - November 1996
Lehman Brothers March 1994 - February 1995
Lehman Brothers March 1993 - March 1994
The Boston Company April 1991 - March 1993
Champion Triangle Corp. May 1990 - April 1991
Skills
Sales, Mutual Funds, 401k, 529 Plans, Variable Annuities, Financial Services, Investment Strategies, Fixed Income, Equities, Investment Management, Asset Allocation, Defined Contribution, Capital Markets, IRAs, Series 7, Series 63
Education
St. Lawrence University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Rick Diaz Rick Diaz's Lehman Brothers Experience May 2008 - July 2008
Job Global Trading Strategies at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management February 2013 - Present
Barclays Capital June 2009 - January 2013
Lehman Brothers May 2008 - July 2008
Skills
Fixed Income, Trading, Derivatives, Bloomberg, Hedge Funds, Prime Brokerage
Education
St. Mary's University 2005 — 2009
BBA, Corporate Financial Management
AQR Capital Management February 2013 - Present
Barclays Capital June 2009 - January 2013
Lehman Brothers May 2008 - July 2008
Skills
Fixed Income, Trading, Derivatives, Bloomberg, Hedge Funds, Prime Brokerage
Education
St. Mary's University 2005 — 2009
BBA, Corporate Financial Management
Mrudula Inamadugu Mrudula Inamadugu's Lehman Brothers Experience 2007 - 2008
Job at Novartis Pharmaceuticals
Industry Pharmaceuticals
Experience
Novartis Pharmaceuticals June 2008 - Present
Lehman Brothers 2007 - 2008
Deloitte Consulting May 2004 - April 2007
Tata Consultancy Services July 2000 - April 2004
Skills
SDLC, Business Analysis, Business Intelligence, Application Development, IT Strategy, Software Project..., Requirements Analysis, Vendor Management, Enterprise Architecture, Project Portfolio..., IT Management, Cross-functional Team..., Solution Architecture, Business Process, PMP, Requirements Gathering, PL/SQL, SOA, Agile Methodologies, ITIL, Integration
Education
Sri Venkateswara University 1996 — 2000
Master of Computer Applications, Computer Science
Novartis Pharmaceuticals June 2008 - Present
Lehman Brothers 2007 - 2008
Deloitte Consulting May 2004 - April 2007
Tata Consultancy Services July 2000 - April 2004
Skills
SDLC, Business Analysis, Business Intelligence, Application Development, IT Strategy, Software Project..., Requirements Analysis, Vendor Management, Enterprise Architecture, Project Portfolio..., IT Management, Cross-functional Team..., Solution Architecture, Business Process, PMP, Requirements Gathering, PL/SQL, SOA, Agile Methodologies, ITIL, Integration
Education
Sri Venkateswara University 1996 — 2000
Master of Computer Applications, Computer Science
Mike McMillin Mike McMillin's Lehman Brothers Experience 1994 - 1995
Job Vice President of Recruiting at Cottonwood Financial
Industry Financial Services
Experience
Cottonwood Financial December 2006 - Present
Q Investments February 2005 - August 2006
Argentus Advisors, LLC (Formerly SummitAlliance Investment Group) February 2003 - January 2005
Echelon Group (Greenfield Capital I, Ltd) 2001 - 2002
Tricom Group 2000 - 2001
Korn/Ferry International 1999 - 2000
Heidrick & Struggles (via acquisition of Sandhurst Associates/TASA International/TMP Worldwide/LAI) 1995 - 1999
Lehman Brothers 1994 - 1995
Fidelity Investments 1990 - 1994
Stuart James Investment Bankers 1990 - 1990
Skills
Management, Leadership, Employer Branding, Recruitment Branding, Vendor Management, Contract Negotiation, Executive Search, Talent Acquisition, Recruiting, Salary Negotiation, Interviews, Sourcing, Applicant Tracking..., Search, Internet Recruiting, Start-ups, Financial Services, Sales, Executive Management, Talent Management, Onboarding, Benefits Negotiation, Technical Recruiting, Screening Resumes, Account Management, Salesforce.com, Negotiation, Cold Calling, Recruitment Advertising, Series 7, Series 63, Professional Services, College Recruiting, Performance Management, Hiring, Candidate Screening, Candidate Assessment, MBA, Research, Business Analysis, Conferences, Corporate Recruiting, Project Management, Executive Coaching, Retail, Retail Banking, Consumer Finance, Business Strategy, C Suite
Education
Southern Methodist University - Cox School of Business
MBA, Finance and Marketing
Texas A&M University
BS, Economics
Lakehill Preparatory School
High School
Cottonwood Financial December 2006 - Present
Q Investments February 2005 - August 2006
Argentus Advisors, LLC (Formerly SummitAlliance Investment Group) February 2003 - January 2005
Echelon Group (Greenfield Capital I, Ltd) 2001 - 2002
Tricom Group 2000 - 2001
Korn/Ferry International 1999 - 2000
Heidrick & Struggles (via acquisition of Sandhurst Associates/TASA International/TMP Worldwide/LAI) 1995 - 1999
Lehman Brothers 1994 - 1995
Fidelity Investments 1990 - 1994
Stuart James Investment Bankers 1990 - 1990
Skills
Management, Leadership, Employer Branding, Recruitment Branding, Vendor Management, Contract Negotiation, Executive Search, Talent Acquisition, Recruiting, Salary Negotiation, Interviews, Sourcing, Applicant Tracking..., Search, Internet Recruiting, Start-ups, Financial Services, Sales, Executive Management, Talent Management, Onboarding, Benefits Negotiation, Technical Recruiting, Screening Resumes, Account Management, Salesforce.com, Negotiation, Cold Calling, Recruitment Advertising, Series 7, Series 63, Professional Services, College Recruiting, Performance Management, Hiring, Candidate Screening, Candidate Assessment, MBA, Research, Business Analysis, Conferences, Corporate Recruiting, Project Management, Executive Coaching, Retail, Retail Banking, Consumer Finance, Business Strategy, C Suite
Education
Southern Methodist University - Cox School of Business
MBA, Finance and Marketing
Texas A&M University
BS, Economics
Lakehill Preparatory School
High School
Jim Vinci Jim Vinci's Lehman Brothers Experience 1987 - 1997
Job Paramedic
Industry Hospital & Health Care
Experience
Atlantic Health July 2014 - Present
Holy Name Medical Center June 2014 - Present
Newedge April 2012 - April 2013
Sierra Vista Advisors LP January 2011 - June 2012
Mount Kellett Capital Management May 2008 - May 2011
Morgan Stanley 2004 - 2008
Paloma Partners 2001 - 2004
PricewaterhouseCoopers 1997 - 2001
Lehman Brothers 1987 - 1997
Coopers & Lybrand 1978 - 1987
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Investments, Asset Management, Bonds, Capital Markets, Derivatives, Financial Risk, Management, Mutual Funds, Risk Management
Education
St. John's University
Atlantic Health July 2014 - Present
Holy Name Medical Center June 2014 - Present
Newedge April 2012 - April 2013
Sierra Vista Advisors LP January 2011 - June 2012
Mount Kellett Capital Management May 2008 - May 2011
Morgan Stanley 2004 - 2008
Paloma Partners 2001 - 2004
PricewaterhouseCoopers 1997 - 2001
Lehman Brothers 1987 - 1997
Coopers & Lybrand 1978 - 1987
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Investments, Asset Management, Bonds, Capital Markets, Derivatives, Financial Risk, Management, Mutual Funds, Risk Management
Education
St. John's University
Kianga Ellis Kianga Ellis's Lehman Brothers Experience 2007 - 2008
Job
Industry Fine Art
Experience
Avail Art, L.L.C. 2005 - Present
Kianga Ellis Projects June 2011 - Present
Lehman Brothers 2007 - 2008
Goldman Sachs 2002 - 2005
Cravath, Swaine & Moore LLP 1998 - 2001
Education
Yale Law School 1995 — 1998
JD
Spelman College 1991 — 1995
BA
Winsor 1982 — 1991
High School
Avail Art, L.L.C. 2005 - Present
Kianga Ellis Projects June 2011 - Present
Lehman Brothers 2007 - 2008
Goldman Sachs 2002 - 2005
Cravath, Swaine & Moore LLP 1998 - 2001
Education
Yale Law School 1995 — 1998
JD
Spelman College 1991 — 1995
BA
Winsor 1982 — 1991
High School
Beth Pearson Frenzel Beth Pearson Frenzel's Lehman Brothers Experience August 2000 - May 2008
Job Post Closing | Loan Servicing Manager at Standard Pacific Mortgage
Industry Financial Services
Experience
Standard Pacific Mortgage, Inc May 2014 - Present
FCI Lender Services Inc. July 2012 - May 2014
Consumer Financial Solutions October 2011 - July 2012
State Farm Insurance June 2010 - October 2011
Lehman Brothers August 2000 - May 2008
AMRESCO, Inc. 1997 - 2000
Guaranty Bank 1995 - 1997
Southern California Savings 1993 - 1995
First Federal Bank FSB 1984 - 1993
Skills
Program Management, Insurance, Project Management, Mortgage Lending, Investor Relations, Fixed Income, Underwriting, Loan Servicing, Loans, Loss Mitigation, Team Building, Asset Management, Leadership, Contract Negotiation, Equities, Strategic Partnerships, Portfolio Management, Capital Markets, Finance, Mortgage Banking, Mortgage Servicing, Banking, Loan Origination, Residential Mortgages, Management
Education
Vanderbilt University 1981 — 1984
BA, Political Science and Spanish
Southern Methodist University 1980 — 1981
Economics
Standard Pacific Mortgage, Inc May 2014 - Present
FCI Lender Services Inc. July 2012 - May 2014
Consumer Financial Solutions October 2011 - July 2012
State Farm Insurance June 2010 - October 2011
Lehman Brothers August 2000 - May 2008
AMRESCO, Inc. 1997 - 2000
Guaranty Bank 1995 - 1997
Southern California Savings 1993 - 1995
First Federal Bank FSB 1984 - 1993
Skills
Program Management, Insurance, Project Management, Mortgage Lending, Investor Relations, Fixed Income, Underwriting, Loan Servicing, Loans, Loss Mitigation, Team Building, Asset Management, Leadership, Contract Negotiation, Equities, Strategic Partnerships, Portfolio Management, Capital Markets, Finance, Mortgage Banking, Mortgage Servicing, Banking, Loan Origination, Residential Mortgages, Management
Education
Vanderbilt University 1981 — 1984
BA, Political Science and Spanish
Southern Methodist University 1980 — 1981
Economics
Patrick Murphree Patrick Murphree's Lehman Brothers Experience June 2003 - June 2005
Job Partner at The Southern Funds Group
Industry Venture Capital & Private Equity
Experience
The Southern Funds Group January 2012 - Present
Murphree Venture Partners July 2005 - Present
Lehman Brothers June 2003 - June 2005
Skills
Valuation, Financial Modeling, Private Equity, Financial Analysis, Due Diligence, Capital Markets, Equities, Investment Banking, Mergers & Acquisitions, Corporate Finance, Alternative Investments, Venture Capital, Business Valuation, Hedge Funds, Asset Management
Education
The University of Texas at Austin 2001 — 2003
Master of Business Administration (MBA)
Southern Methodist University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
The Southern Funds Group January 2012 - Present
Murphree Venture Partners July 2005 - Present
Lehman Brothers June 2003 - June 2005
Skills
Valuation, Financial Modeling, Private Equity, Financial Analysis, Due Diligence, Capital Markets, Equities, Investment Banking, Mergers & Acquisitions, Corporate Finance, Alternative Investments, Venture Capital, Business Valuation, Hedge Funds, Asset Management
Education
The University of Texas at Austin 2001 — 2003
Master of Business Administration (MBA)
Southern Methodist University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Brandon Allen Brandon Allen's Lehman Brothers Experience November 2007 - October 2008
Job Development Manager
Industry Real Estate
Experience
Transwestern January 2014 - Present
Transwestern June 2010 - December 2013
Centerline Capital Group October 2008 - June 2010
Lehman Brothers November 2007 - October 2008
KPMG, LLP September 2004 - November 2007
Entergy January 2003 - September 2004
Skills
Financial Modeling, Argus Modeling, Real Estate Private..., Commercial Real Estate..., Real Estate Economics, Financial Analysis, Sarbanes-Oxley Act, Acquisitions, CMBS, Auditing
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MBA, Real Estate Finance
Southeastern Louisiana University 1997 — 2002
2002, Accounting & Finance
Transwestern January 2014 - Present
Transwestern June 2010 - December 2013
Centerline Capital Group October 2008 - June 2010
Lehman Brothers November 2007 - October 2008
KPMG, LLP September 2004 - November 2007
Entergy January 2003 - September 2004
Skills
Financial Modeling, Argus Modeling, Real Estate Private..., Commercial Real Estate..., Real Estate Economics, Financial Analysis, Sarbanes-Oxley Act, Acquisitions, CMBS, Auditing
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MBA, Real Estate Finance
Southeastern Louisiana University 1997 — 2002
2002, Accounting & Finance
Hally Dinkel's Lehman Brothers Experience April 2007 - July 2008
Job Licensed Real Estate Salesperson at The Corcoran Group
Industry Real Estate
Experience
Aerial Hamptons February 2015 - Present
Dering Harbor Co. October 2014 - Present
The Corcoran Group February 2012 - Present
The Chittenden Group January 2012 - October 2012
Frederick L. Dinkel Real Estate February 2009 - January 2012
Arvitex Inc D/B/A Jack of Spades March 2009 - July 2011
Lehman Brothers April 2007 - July 2008
Lehman Brothers August 2004 - April 2007
AXA Advisors August 2002 - August 2004
Fahnestock & CompanySummer Intern June 2001 - July 2001
Skills
Valuation, Online Advertising, Social Media, Email Marketing, Real Estate, Investments, Financial Modeling, Due Diligence, Real Estate Transactions, Marketing Strategy, Sales, Financial Analysis, Strategic Planning, Marketing, Investment Properties, Finance, Rentals, Online Marketing, Advertising, Management, Social Media Marketing, Analysis, Sellers, Negotiation, Leases, Residential Homes, Entrepreneurship
Education
St. Lawrence University 1998 — 2002
BA, Economics, Government
Northfield Mount Hermon 1994 — 1998
Aerial Hamptons February 2015 - Present
Dering Harbor Co. October 2014 - Present
The Corcoran Group February 2012 - Present
The Chittenden Group January 2012 - October 2012
Frederick L. Dinkel Real Estate February 2009 - January 2012
Arvitex Inc D/B/A Jack of Spades March 2009 - July 2011
Lehman Brothers April 2007 - July 2008
Lehman Brothers August 2004 - April 2007
AXA Advisors August 2002 - August 2004
Fahnestock & CompanySummer Intern June 2001 - July 2001
Skills
Valuation, Online Advertising, Social Media, Email Marketing, Real Estate, Investments, Financial Modeling, Due Diligence, Real Estate Transactions, Marketing Strategy, Sales, Financial Analysis, Strategic Planning, Marketing, Investment Properties, Finance, Rentals, Online Marketing, Advertising, Management, Social Media Marketing, Analysis, Sellers, Negotiation, Leases, Residential Homes, Entrepreneurship
Education
St. Lawrence University 1998 — 2002
BA, Economics, Government
Northfield Mount Hermon 1994 — 1998
Karthik Ramaswamy Karthik Ramaswamy's Lehman Brothers Experience March 2008 - October 2008
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2011 - Present
JP Morgan Chase January 2010 - July 2011
Barclays Private Wealth Management October 2009 - December 2009
Chartis May 2009 - September 2009
Lehman Brothers March 2008 - October 2008
FTN Financial April 2005 - December 2007
Goldman Sachs May 2000 - April 2005
Kmart Corporation November 1999 - April 2000
AT&T Labs, Inc. May 1998 - September 1999
DSQ Software Ltd. May 1996 - May 1998
Skills
Fixed Income, Derivatives, Financial Risk, Bloomberg, SQL, Sybase, Databases, Java, SDLC, DB2, Data Modeling, Microsoft SQL Server, Data Warehousing, Agile Methodologies, Analysis, ETL, Unix
Education
Sri Sathya Sai Institute of Higher Learning 1984 — 1989
Masters of Science, Mathematics
Modern Senior Secondary School 1976 — 1984
+2, Maths, Physics, Chemistry
Bank of America June 2011 - Present
JP Morgan Chase January 2010 - July 2011
Barclays Private Wealth Management October 2009 - December 2009
Chartis May 2009 - September 2009
Lehman Brothers March 2008 - October 2008
FTN Financial April 2005 - December 2007
Goldman Sachs May 2000 - April 2005
Kmart Corporation November 1999 - April 2000
AT&T Labs, Inc. May 1998 - September 1999
DSQ Software Ltd. May 1996 - May 1998
Skills
Fixed Income, Derivatives, Financial Risk, Bloomberg, SQL, Sybase, Databases, Java, SDLC, DB2, Data Modeling, Microsoft SQL Server, Data Warehousing, Agile Methodologies, Analysis, ETL, Unix
Education
Sri Sathya Sai Institute of Higher Learning 1984 — 1989
Masters of Science, Mathematics
Modern Senior Secondary School 1976 — 1984
+2, Maths, Physics, Chemistry
Gianni Martino Gianni Martino's Lehman Brothers Experience May 2005 - September 2008
Job Vice President Securtized Products Finance at Citi
Industry Financial Services
Joseph Valenza Joseph Valenza's Lehman Brothers Experience March 2006 - April 2008
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2011 - Present
Surge Trading October 2009 - April 2011
Drexel Hamilton April 2008 - September 2009
Lehman Brothers March 2006 - April 2008
Boston Options Exchange April 2004 - March 2006
Knight Securities May 2000 - March 2004
Fidelity Capital Markets March 1993 - May 2000
Aurex Financial September 1989 - February 1993
Wall Street Clearing Co October 1982 - September 1989
Skills
Investments, Trading Systems, Trading, Options, Securities, Electronic Trading, Risk Management, Bloomberg, Equity Trading, Equities, Hedge Funds, Series 7, Fixed Income, Derivatives, Series 63, Equity Derivatives, Capital Markets, ETFs, FINRA, Investment Banking, Series 24, Market Data, Prime Brokerage
Education
St. Francis College 1976 — 1978
History
Goldman Sachs May 2011 - Present
Surge Trading October 2009 - April 2011
Drexel Hamilton April 2008 - September 2009
Lehman Brothers March 2006 - April 2008
Boston Options Exchange April 2004 - March 2006
Knight Securities May 2000 - March 2004
Fidelity Capital Markets March 1993 - May 2000
Aurex Financial September 1989 - February 1993
Wall Street Clearing Co October 1982 - September 1989
Skills
Investments, Trading Systems, Trading, Options, Securities, Electronic Trading, Risk Management, Bloomberg, Equity Trading, Equities, Hedge Funds, Series 7, Fixed Income, Derivatives, Series 63, Equity Derivatives, Capital Markets, ETFs, FINRA, Investment Banking, Series 24, Market Data, Prime Brokerage
Education
St. Francis College 1976 — 1978
History
Laurence Paley, PMP Laurence Paley, PMP's Lehman Brothers Experience 1984 - 1987
Job Technology & Business Operations Consultant
Industry Financial Services
Experience
EcoCOOL World, LLC (A Wholly-Owned Subsidiary of IceCOLD2) December 2014 - Present
LRP Associates LLC February 1998 - Present
Beacon Strategies, LLC 2011 - 2014
GunnAllen Holdings May 2005 - June 2010
JPMorgan 2003 - 2005
Barclays Capital 1987 - 1998
Lehman Brothers 1984 - 1987
Israel Discount Bank 1980 - 1984
Bankers Trust Company 1973 - 1980
Education
St. Francis College 1969 — 1973
BA, Economics
EcoCOOL World, LLC (A Wholly-Owned Subsidiary of IceCOLD2) December 2014 - Present
LRP Associates LLC February 1998 - Present
Beacon Strategies, LLC 2011 - 2014
GunnAllen Holdings May 2005 - June 2010
JPMorgan 2003 - 2005
Barclays Capital 1987 - 1998
Lehman Brothers 1984 - 1987
Israel Discount Bank 1980 - 1984
Bankers Trust Company 1973 - 1980
Education
St. Francis College 1969 — 1973
BA, Economics
Stephanie Miller Stephanie Miller's Lehman Brothers Experience 2008 - 2008
Job President at Stephanie Miller, P.C.
Industry Oil & Energy
Experience
Stephanie Miller, P.C. December 2010 - Present
EDF Trading June 2008 - December 2010
Lehman Brothers 2008 - 2008
Bear Stearns 2007 - 2008
Bear Energy 2006 - 2008
Saracen Energy May 2004 - May 2005
Skills
Natural Gas, Energy, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Corporate Law, Energy Industry, Risk Management, Commodity Markets, Joint Ventures, Derivatives, Trading, Project Finance, Renewable Energy, Strategic Planning, Financial Structuring, Credit Risk, Portfolio Management, Commodity, Petroleum, Financial Analysis, Hedging, M&A experience, Private Equity, Business Strategy, Valuation, Financial Modeling, Structured Products, Corporate Governance, Gas, Mergers, Corporate Finance, Oil/Gas, Swaps, Investment Banking, Negotiation, Securities, Litigation, Equities, Divestitures, Economics, Hedge Funds, Options, Structured Finance, ISDA, Energy Markets, Electricity Markets, Analysis, Commercial Litigation, Financial Risk
Education
South Texas College of Law 2003 — 2005
Juris Doctorate
Texas State University-San Marcos
Bachelor of Arts (B.A.), Spanish and Psychology- double major
Stephanie Miller, P.C. December 2010 - Present
EDF Trading June 2008 - December 2010
Lehman Brothers 2008 - 2008
Bear Stearns 2007 - 2008
Bear Energy 2006 - 2008
Saracen Energy May 2004 - May 2005
Skills
Natural Gas, Energy, Due Diligence, Mergers & Acquisitions, Contract Negotiation, Corporate Law, Energy Industry, Risk Management, Commodity Markets, Joint Ventures, Derivatives, Trading, Project Finance, Renewable Energy, Strategic Planning, Financial Structuring, Credit Risk, Portfolio Management, Commodity, Petroleum, Financial Analysis, Hedging, M&A experience, Private Equity, Business Strategy, Valuation, Financial Modeling, Structured Products, Corporate Governance, Gas, Mergers, Corporate Finance, Oil/Gas, Swaps, Investment Banking, Negotiation, Securities, Litigation, Equities, Divestitures, Economics, Hedge Funds, Options, Structured Finance, ISDA, Energy Markets, Electricity Markets, Analysis, Commercial Litigation, Financial Risk
Education
South Texas College of Law 2003 — 2005
Juris Doctorate
Texas State University-San Marcos
Bachelor of Arts (B.A.), Spanish and Psychology- double major
Lori Anné C Hayes Lori Anné C Hayes's Lehman Brothers Experience September 1998 - April 2007
Job I Am The Lady Boss, LLC
Industry E-Learning
Experience
UrbanAmerica, L.P. May 2015 - Present
Visual Motion, Network Marketing-GanoLife, IT, Social Media, Integrated Systems, 1-10,000 Employees October 1990 - Present
National Coalition of 100 Black Women, Inc. Orange County October 2008 - Present
Inland Conservatory for the Performing Arts June 2010 - Present
Loans 4 Love May 2011 - January 2013
Lehman Brothers September 1998 - April 2007
Skills
Fundraising, Nonprofits, Leadership, Event Management, Team Building, Non-profits, Event Planning, Specialties:Skills..., Senior Management Funds..., Information Technology, Social Media Marketing, Social Networking, Corporate Social..., Environmental Awareness, Underwriting, Loan Origination, Grant Writing, Federal Grants..., Operations Management, IT Operations, Italian, Spanish, French, Translation, Global Management, Fine Art, Performing Arts, Coaching, Strategic Planning, Program Management, Public Speaking, Customer Service, Training, Management
Education
Spelman College 1984 — 1988
BS, Business/BioChemical Studies
University of California, Irvine 1992 — 1994
Master of Business Administration (MBA), Business/Corporate Communications
Cal State Fullerton 1996 — 2000
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
UrbanAmerica, L.P. May 2015 - Present
Visual Motion, Network Marketing-GanoLife, IT, Social Media, Integrated Systems, 1-10,000 Employees October 1990 - Present
National Coalition of 100 Black Women, Inc. Orange County October 2008 - Present
Inland Conservatory for the Performing Arts June 2010 - Present
Loans 4 Love May 2011 - January 2013
Lehman Brothers September 1998 - April 2007
Skills
Fundraising, Nonprofits, Leadership, Event Management, Team Building, Non-profits, Event Planning, Specialties:Skills..., Senior Management Funds..., Information Technology, Social Media Marketing, Social Networking, Corporate Social..., Environmental Awareness, Underwriting, Loan Origination, Grant Writing, Federal Grants..., Operations Management, IT Operations, Italian, Spanish, French, Translation, Global Management, Fine Art, Performing Arts, Coaching, Strategic Planning, Program Management, Public Speaking, Customer Service, Training, Management
Education
Spelman College 1984 — 1988
BS, Business/BioChemical Studies
University of California, Irvine 1992 — 1994
Master of Business Administration (MBA), Business/Corporate Communications
Cal State Fullerton 1996 — 2000
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
Kerry Rudy Kerry Rudy's Lehman Brothers Experience 1986 - 2000
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
PNC Capital Markets August 2015 - Present
BMO Capital Markets October 2010 - Present
Ziegler February 2009 - September 2010
Goldman Sachs July 2003 - November 2008
Purchase Pooling Solutions 2000 - 2003
Lehman Brothers 1986 - 2000
Skills
Capital Markets, Investment Banking, Business Strategy, Finance, Valuation, Financial Modeling, Private Equity, Fixed Income, Bonds, Mergers & Acquisitions, Strategic Planning, Nonprofits, Corporate Finance, Financial Structuring, Investments, Structured Finance
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1982 — 1986
BBA, Finance
Memorial High School
PNC Capital Markets August 2015 - Present
BMO Capital Markets October 2010 - Present
Ziegler February 2009 - September 2010
Goldman Sachs July 2003 - November 2008
Purchase Pooling Solutions 2000 - 2003
Lehman Brothers 1986 - 2000
Skills
Capital Markets, Investment Banking, Business Strategy, Finance, Valuation, Financial Modeling, Private Equity, Fixed Income, Bonds, Mergers & Acquisitions, Strategic Planning, Nonprofits, Corporate Finance, Financial Structuring, Investments, Structured Finance
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1982 — 1986
BBA, Finance
Memorial High School
Zakiyyah Taalib Bey Zakiyyah Taalib Bey's Lehman Brothers Experience 1996 - 1999
Job Managing Director at Divinely Guided Holdings
Industry Information Services
Experience
Divinely Guided Holdings August 1996 - Present
Salomon Smith Barney 1998 - 2003
Sullivan & Cromwell LLP 1999 - 2001
Lehman Brothers 1996 - 1999
Education
Spelman College 1978 — 1979
Drama, English, Education
Boggs Academy 1977 — 1978
Diploma, Academic
Divinely Guided Holdings August 1996 - Present
Salomon Smith Barney 1998 - 2003
Sullivan & Cromwell LLP 1999 - 2001
Lehman Brothers 1996 - 1999
Education
Spelman College 1978 — 1979
Drama, English, Education
Boggs Academy 1977 — 1978
Diploma, Academic
Jeff Singer Jeff Singer's Lehman Brothers Experience July 1991 - July 1992
Job Senior Executive & Entrepreneur
Industry Building Materials
Experience
Southwest Securities September 2008 - June 2013
Levantina USA October 2005 - September 2008
Citigroup October 2000 - March 2005
Donaldson, Lufkin & Jenrette August 1996 - October 2000
Booz Allen Hamilton June 1994 - September 1994
Dillon, Read Co. July 1992 - September 1994
Lehman Brothers July 1991 - July 1992
Skills
Transportation, Private Equity, Mergers, Valuation, Financial Modeling, Corporate Development, Investment Banking, Financial Analysis, Corporate Finance, Due Diligence, Equities, M&A experience, Capital Markets, LBO, Financial Structuring, Business Valuation, Strategy, Mergers & Acquisitions, Alternative Investments
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Southern Methodist University 1987 — 1991
BA, Political Science
Southern Methodist University 1987 — 1991
BBA, Finance
Southwest Securities September 2008 - June 2013
Levantina USA October 2005 - September 2008
Citigroup October 2000 - March 2005
Donaldson, Lufkin & Jenrette August 1996 - October 2000
Booz Allen Hamilton June 1994 - September 1994
Dillon, Read Co. July 1992 - September 1994
Lehman Brothers July 1991 - July 1992
Skills
Transportation, Private Equity, Mergers, Valuation, Financial Modeling, Corporate Development, Investment Banking, Financial Analysis, Corporate Finance, Due Diligence, Equities, M&A experience, Capital Markets, LBO, Financial Structuring, Business Valuation, Strategy, Mergers & Acquisitions, Alternative Investments
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Southern Methodist University 1987 — 1991
BA, Political Science
Southern Methodist University 1987 — 1991
BBA, Finance
Lackland Bloom Lackland Bloom's Lehman Brothers Experience May 1997 - May 1999
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2000 - Present
RBC Dain Rauscher 1999 - 2000
Lehman Brothers May 1997 - May 1999
Education
Southern Methodist University 1990 — 1997
MBA / BA, Finance
J.P. Morgan July 2000 - Present
RBC Dain Rauscher 1999 - 2000
Lehman Brothers May 1997 - May 1999
Education
Southern Methodist University 1990 — 1997
MBA / BA, Finance
Frank T. Lavrigata Frank T. Lavrigata's Lehman Brothers Experience 2007 - 2008
Job Senior Data Manager, Data Governance, Data Quality Improvement, Data Strategy, Data Operations
Industry Financial Services
Experience
Federal Reserve Bank of New York March 2009 - October 2013
Barclays Capital 2008 - 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2005 - 2007
Lehman Brothers 2002 - 2005
Lehman Brothers 1994 - 2002
American Express 1991 - 1994
Lehman Brothers 1987 - 1991
American Express 1983 - 1987
Skills
Reference Data, Data Quality, Data Management, Market Data, Data Governance, Electronic Trading, Vendor Management, Securities, Trading Systems, PMO, Business Analysis, Equity Derivatives, Account Management, New Business Development, Sybase, SDLC, Data Strategy, Master Data Management, Information Management, Data Quality Control, Data Quality Assurance, Project Management, Relationship Management, Product Management, Product Marketing, Business Process..., Migration Projects
Education
Saint John's University - Peter J. Tobin College of Business 1979 — 1983
Bachelor of Science (BS), Quantitative Analysis and Operations Management
Federal Reserve Bank of New York March 2009 - October 2013
Barclays Capital 2008 - 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2005 - 2007
Lehman Brothers 2002 - 2005
Lehman Brothers 1994 - 2002
American Express 1991 - 1994
Lehman Brothers 1987 - 1991
American Express 1983 - 1987
Skills
Reference Data, Data Quality, Data Management, Market Data, Data Governance, Electronic Trading, Vendor Management, Securities, Trading Systems, PMO, Business Analysis, Equity Derivatives, Account Management, New Business Development, Sybase, SDLC, Data Strategy, Master Data Management, Information Management, Data Quality Control, Data Quality Assurance, Project Management, Relationship Management, Product Management, Product Marketing, Business Process..., Migration Projects
Education
Saint John's University - Peter J. Tobin College of Business 1979 — 1983
Bachelor of Science (BS), Quantitative Analysis and Operations Management
Erik Norrgard Erik Norrgard's Lehman Brothers Experience 1991 - 1994
Job Alternative Investment, Portfolio Management, Business Development, CFA
Industry Financial Services
Experience
NorthHouse Advisors, LLC January 2003 - Present
Iron Peak Capital Management, LLC June 2006 - December 2011
HVB Americas, Inc 2001 - 2004
CAL FP 2000 - 2001
Daiwa Securities 1997 - 1999
Bear Stearns 1994 - 1997
Lehman Brothers 1991 - 1994
Baring Securities 1989 - 1991
Salomon Brothers 1983 - 1989
Merrill Lynch 1981 - 1983
Skills
Trading, Deal Structuring, Multi-Strategy..., Mortgage Backed Debt..., Emerging Market..., Trading Desk..., Capital & Fund Raising, Hedge Fund Due Diligence, P&L/Budget Management, Structured Product..., Quantitative Research &..., Risk Management &..., Staff Management &..., Hedge Fund of Funds, Product Development, Investments, Due Diligence, Hedge Funds, Asset Managment, Fixed Income, Emerging Markets, Business Development, Structured Products, Mutual Funds, Private Equity, Bonds, Negotiation, Fund Of Funds, Hedging, Alternative Investments, Financial Markets, Financial Services, Risk Management, Valuation, Portfolio Management, Securities, Asset Management, Derivatives, Investment Advisory, Joint Ventures, Financial Modeling, Investment Banking, Finance, Strategy, Equities, Capital Markets, Bloomberg, Financial Structuring, Start-ups, Equity Research
Education
Saint Lawrence University 1977 — 1981
BS, Psychology/ Economics
greenwich high school
NorthHouse Advisors, LLC January 2003 - Present
Iron Peak Capital Management, LLC June 2006 - December 2011
HVB Americas, Inc 2001 - 2004
CAL FP 2000 - 2001
Daiwa Securities 1997 - 1999
Bear Stearns 1994 - 1997
Lehman Brothers 1991 - 1994
Baring Securities 1989 - 1991
Salomon Brothers 1983 - 1989
Merrill Lynch 1981 - 1983
Skills
Trading, Deal Structuring, Multi-Strategy..., Mortgage Backed Debt..., Emerging Market..., Trading Desk..., Capital & Fund Raising, Hedge Fund Due Diligence, P&L/Budget Management, Structured Product..., Quantitative Research &..., Risk Management &..., Staff Management &..., Hedge Fund of Funds, Product Development, Investments, Due Diligence, Hedge Funds, Asset Managment, Fixed Income, Emerging Markets, Business Development, Structured Products, Mutual Funds, Private Equity, Bonds, Negotiation, Fund Of Funds, Hedging, Alternative Investments, Financial Markets, Financial Services, Risk Management, Valuation, Portfolio Management, Securities, Asset Management, Derivatives, Investment Advisory, Joint Ventures, Financial Modeling, Investment Banking, Finance, Strategy, Equities, Capital Markets, Bloomberg, Financial Structuring, Start-ups, Equity Research
Education
Saint Lawrence University 1977 — 1981
BS, Psychology/ Economics
greenwich high school
Jose Luis R. Jose Luis R.'s Lehman Brothers Experience November 2000 - September 2008
Job Security Manager McKinsey & Company
Industry Management Consulting
Experience
McKinsey and Company June 2011 - Present
Barclays Capital 2007 - 2011
Lehman Brothers November 2000 - September 2008
Skills
Risk Assessment, Security Management, Risk Management, Physical Security, Security, Security Audits, Business Continuity, Security Operations, Business Continuity..., Private Investigations, Executive Protection, Security Awareness, Policy, Fraud, Emergency Management, Investigation, Facilities Management, Surveillance, Information Security..., Operations Management, Security Training, CCTV, Operational Risk..., Protection, Military, Vulnerability Assessment, Intelligence, Asset Protection, Contingency Planning, Access Control, Internal Investigations, Security+, Risk Analysis, Counterterrorism
Education
Southern Illinois University, Carbondale 1997 — 1999
Bachelor of Science (BS), Political Science
McKinsey and Company June 2011 - Present
Barclays Capital 2007 - 2011
Lehman Brothers November 2000 - September 2008
Skills
Risk Assessment, Security Management, Risk Management, Physical Security, Security, Security Audits, Business Continuity, Security Operations, Business Continuity..., Private Investigations, Executive Protection, Security Awareness, Policy, Fraud, Emergency Management, Investigation, Facilities Management, Surveillance, Information Security..., Operations Management, Security Training, CCTV, Operational Risk..., Protection, Military, Vulnerability Assessment, Intelligence, Asset Protection, Contingency Planning, Access Control, Internal Investigations, Security+, Risk Analysis, Counterterrorism
Education
Southern Illinois University, Carbondale 1997 — 1999
Bachelor of Science (BS), Political Science
Kathleen McNamara, CFA, CFP Kathleen McNamara, CFA, CFP's Lehman Brothers Experience October 1987 - May 1993
Job Executive Director, Sr. Municipal Bond Strategist at UBS
Industry Research
Experience
UBS Wealth Management January 2008 - Present
UBS Wealth Management January 2006 - December 2007
UBS Wealth Management January 2003 - December 2005
UBS Wealth Management January 1996 - December 2002
UBS Wealth Management (formerly Paine Webber) May 1993 - December 1996
Lehman Brothers October 1987 - May 1993
Skills
Portfolio Management, Fixed Income Strategies, Securities, Bonds, Personal Financial..., Fixed Income Analysis, Investments, Series 7, Municipal Bonds, Equity Research, Investment Strategies, Bloomberg, Series 63, Series 24, Wealth Management, FINRA, Strategic Financial...
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
UBS Wealth Management January 2008 - Present
UBS Wealth Management January 2006 - December 2007
UBS Wealth Management January 2003 - December 2005
UBS Wealth Management January 1996 - December 2002
UBS Wealth Management (formerly Paine Webber) May 1993 - December 1996
Lehman Brothers October 1987 - May 1993
Skills
Portfolio Management, Fixed Income Strategies, Securities, Bonds, Personal Financial..., Fixed Income Analysis, Investments, Series 7, Municipal Bonds, Equity Research, Investment Strategies, Bloomberg, Series 63, Series 24, Wealth Management, FINRA, Strategic Financial...
Education
St. John's University, The Peter J. Tobin College of Business
B.S., Finance
Walter (Wally) Smith Walter (Wally) Smith's Lehman Brothers Experience September 1989 - September 2008
Job VP, Compliance Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2014 - Present
Barclays Capital September 2008 - January 2014
Lehman Brothers September 1989 - September 2008
Merrill Lynch December 1985 - September 1989
Sperry Corporation August 1980 - December 1985
Skills
Project Management, Fixed Income, Investment Banking, Trading Systems, Equities, Capital Markets, Market Data, Securities, Business Objects, Business Intelligence, Sybase, Software Development, Middle Office, SDLC, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
APC, Finance
Saint John's University - Peter J. Tobin College of Business 1980 — 1985
MBA, Operations Research
St. John's University 1976 — 1980
BS, Mathematics
Holy Family High School 1972 — 1976
St. Anthony of Padua
JPMorgan Chase March 2014 - Present
Barclays Capital September 2008 - January 2014
Lehman Brothers September 1989 - September 2008
Merrill Lynch December 1985 - September 1989
Sperry Corporation August 1980 - December 1985
Skills
Project Management, Fixed Income, Investment Banking, Trading Systems, Equities, Capital Markets, Market Data, Securities, Business Objects, Business Intelligence, Sybase, Software Development, Middle Office, SDLC, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
APC, Finance
Saint John's University - Peter J. Tobin College of Business 1980 — 1985
MBA, Operations Research
St. John's University 1976 — 1980
BS, Mathematics
Holy Family High School 1972 — 1976
St. Anthony of Padua
Daniel Perna's Lehman Brothers Experience February 2000 - September 2008
Job Professional Services Leader Focused on Software Adoption and Customer Success; Certified ScrumMaster & ITIL Certified
Industry Information Technology and Services
Experience
ServiceNow – The Enterprise Cloud Company June 2015 - Present
AppSense January 2013 - May 2015
AppSense July 2011 - January 2013
AppSense October 2010 - July 2011
GlassHouse Technologies November 2009 - October 2010
VIRTERA Technologies Inc. January 2009 - November 2009
Barclays September 2008 - November 2008
Lehman Brothers February 2000 - September 2008
Donnkenny Inc 1998 - 2000
Liz Claiborne October 1997 - May 1999
Skills
Business Analysis, IT Service Management, Incident Management, Project Management, Change Management, Professional Services, Cloud Computing, Business Process, Business Process..., Data Center, Governance, ITIL, Infrastructure, Program Management, Team Leadership, Relationship Management, Relationship Building, Pre-sales
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (BS), Marketing/Marketing Management, General
ServiceNow – The Enterprise Cloud Company June 2015 - Present
AppSense January 2013 - May 2015
AppSense July 2011 - January 2013
AppSense October 2010 - July 2011
GlassHouse Technologies November 2009 - October 2010
VIRTERA Technologies Inc. January 2009 - November 2009
Barclays September 2008 - November 2008
Lehman Brothers February 2000 - September 2008
Donnkenny Inc 1998 - 2000
Liz Claiborne October 1997 - May 1999
Skills
Business Analysis, IT Service Management, Incident Management, Project Management, Change Management, Professional Services, Cloud Computing, Business Process, Business Process..., Data Center, Governance, ITIL, Infrastructure, Program Management, Team Leadership, Relationship Management, Relationship Building, Pre-sales
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (BS), Marketing/Marketing Management, General
Julie Wurst, CFP®, CDFA™ Julie Wurst, CFP®, CDFA™'s Lehman Brothers Experience May 1984 - June 1990
Job Financial Advisor, Certified Divorce Financial Analyst™ at Seneschal Advisors, LLC
Industry Financial Services
Experience
Seneschal Advisors, LLC January 2013 - Present
Smith Barney July 1990 - June 1992
Lehman Brothers May 1984 - June 1990
Skills
Finance, Management, Retirement, Wealth Management, Public Speaking, Leadership, Asset Management, Wealth, Fixed Income, Asset Allocation, Strategic Financial..., Portfolio Management, Investments, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
Master of Business Administration (MBA), Business Administration and Management, General
St. Olaf College
Bachelor of Arts (B.A.), Political Science
Seneschal Advisors, LLC January 2013 - Present
Smith Barney July 1990 - June 1992
Lehman Brothers May 1984 - June 1990
Skills
Finance, Management, Retirement, Wealth Management, Public Speaking, Leadership, Asset Management, Wealth, Fixed Income, Asset Allocation, Strategic Financial..., Portfolio Management, Investments, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
Master of Business Administration (MBA), Business Administration and Management, General
St. Olaf College
Bachelor of Arts (B.A.), Political Science
Christine Taps Christine Taps's Lehman Brothers Experience 2006 - 2008
Job Global Head of Admin
Industry Financial Services
Experience
Netik, LLC March 2011 - October 2012
Music Mastermind, Inc February 2010 - March 2011
Emblem Music Group February 2010 - March 2011
Lehman Brothers 2006 - 2008
Frenkel & Co., Inc. 2004 - 2006
Skills
Microsoft Excel, SDLC, Customer Service, Social Media, PowerPoint, Microsoft Office
Education
St. Francis College
BS, Psychology
Netik, LLC March 2011 - October 2012
Music Mastermind, Inc February 2010 - March 2011
Emblem Music Group February 2010 - March 2011
Lehman Brothers 2006 - 2008
Frenkel & Co., Inc. 2004 - 2006
Skills
Microsoft Excel, SDLC, Customer Service, Social Media, PowerPoint, Microsoft Office
Education
St. Francis College
BS, Psychology
Don McBirney Don McBirney's Lehman Brothers Experience July 1990 - October 1994
Job Currently Seeking New Employment Opportunities / Private Investor / Wealth Advisor
Industry Investment Management
Experience
McBirney Investments July 2013 - August 2015
Sterne Agee August 2012 - July 2013
Oppenheimer & Co. December 2000 - August 2012
Smith Barney October 1994 - December 2000
Lehman Brothers July 1990 - October 1994
Shearson Lehman August 1988 - July 1990
Education
Southern Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Memorial High School
McBirney Investments July 2013 - August 2015
Sterne Agee August 2012 - July 2013
Oppenheimer & Co. December 2000 - August 2012
Smith Barney October 1994 - December 2000
Lehman Brothers July 1990 - October 1994
Shearson Lehman August 1988 - July 1990
Education
Southern Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Memorial High School
Nerissa Hochenberg Nerissa Hochenberg's Lehman Brothers Experience 1996 - 1998
Job CRE Underwriter
Industry Banking
Experience
Romp For Research September 2005 - Present
Morgan Stanley April 2015 - Present
Freedom Mortgage Commercial Real Estate May 2014 - March 2015
Independent Contractor November 2013 - April 2014
National Australia Bank February 2010 - October 2013
Situs 2007 - 2008
Dexia Credit Local 2006 - 2007
Morgan Stanley 2005 - 2006
GMAC Commercial Mortgage 1998 - 2005
Lehman Brothers 1996 - 1998
Skills
Structured Finance, Banking, Credit Risk, Asset Management, Portfolio Management, Bonds, Underwriting, Commercial Mortgages, Finance, Investments, Capital Markets, Financial Structuring, Private Equity, Derivatives, Loans, Valuation
Education
St. Francis College
Bachelor of Science (B.S.), Business Administration and Management, General
Brooklyn Tech
Electrical and Electronics Engineering
Romp For Research September 2005 - Present
Morgan Stanley April 2015 - Present
Freedom Mortgage Commercial Real Estate May 2014 - March 2015
Independent Contractor November 2013 - April 2014
National Australia Bank February 2010 - October 2013
Situs 2007 - 2008
Dexia Credit Local 2006 - 2007
Morgan Stanley 2005 - 2006
GMAC Commercial Mortgage 1998 - 2005
Lehman Brothers 1996 - 1998
Skills
Structured Finance, Banking, Credit Risk, Asset Management, Portfolio Management, Bonds, Underwriting, Commercial Mortgages, Finance, Investments, Capital Markets, Financial Structuring, Private Equity, Derivatives, Loans, Valuation
Education
St. Francis College
Bachelor of Science (B.S.), Business Administration and Management, General
Brooklyn Tech
Electrical and Electronics Engineering
Robert Bambace, CFA ,CPA Robert Bambace, CFA ,CPA's Lehman Brothers Experience 1992 - 1993
Job Senior Portfolio Manager/Fund ManagerFrost Investment Advisors
Industry Investment Management
Experience
Frost Bank 2011 - Present
Becker Professional Education 2011 - Present
University of the Incarnate Word 2010 - Present
Austin Calvert & Flavin September 2008 - 2009
Citi 1993 - 2008
Lehman Brothers 1992 - 1993
Skills
Equities, Investments, Portfolio Management, Asset Managment, Fixed Income, Equity Valuation, Credit Analysis, Investment Management, Economics, Investment Strategies, Financial Services, Analysis, Asset Management, Financial Risk, Financial Analysis
Education
St. Mary's University
MBA, Accounting
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.), Finance
Frost Bank 2011 - Present
Becker Professional Education 2011 - Present
University of the Incarnate Word 2010 - Present
Austin Calvert & Flavin September 2008 - 2009
Citi 1993 - 2008
Lehman Brothers 1992 - 1993
Skills
Equities, Investments, Portfolio Management, Asset Managment, Fixed Income, Equity Valuation, Credit Analysis, Investment Management, Economics, Investment Strategies, Financial Services, Analysis, Asset Management, Financial Risk, Financial Analysis
Education
St. Mary's University
MBA, Accounting
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.), Finance
Catherine Marcuccio Catherine Marcuccio's Lehman Brothers Experience July 2006 - December 2006
Job Sr Talent Acquisition Specialist at FINRA (Financial Industry Regulatory Authority)
Industry Staffing and Recruiting
Experience
FINRA ( Financial Industry Regulatory Authority) December 2010 - Present
The Compliance Search Group, LLC May 2010 - December 2010
Deutsche Bank Securities February 2007 - February 2009
Lehman Brothers July 2006 - December 2006
Special Counsel February 1995 - February 2005
Skills
Recruiting, Risk Management, Auditing, Corporate Law, Executive Search, Talent Acquisition, College Recruiting, Applicant Tracking..., Financial Services, Employee Relations
Education
Southern Connecticut State University
BS, Sociology / Education
FINRA ( Financial Industry Regulatory Authority) December 2010 - Present
The Compliance Search Group, LLC May 2010 - December 2010
Deutsche Bank Securities February 2007 - February 2009
Lehman Brothers July 2006 - December 2006
Special Counsel February 1995 - February 2005
Skills
Recruiting, Risk Management, Auditing, Corporate Law, Executive Search, Talent Acquisition, College Recruiting, Applicant Tracking..., Financial Services, Employee Relations
Education
Southern Connecticut State University
BS, Sociology / Education
Sej Pandya, CMP Sej Pandya, CMP's Lehman Brothers Experience January 2004 - June 2006
Job Vice President, Event Marketing
Industry Financial Services
Experience
Capital One July 2014 - Present
Capital One August 2011 - July 2014
JPMorgan Chase June 2006 - July 2011
Lehman Brothers January 2004 - June 2006
JPMorgan Chase March 2003 - January 2004
Skills
Vendor Management, Marketing, Project Management, Strategic Planning, Marketing Communications, Event Planning, Budgets, Strategy, Time Management, Market Research, Event Management, Social Media Marketing, Direct Marketing, Email Marketing, Management, Banking, Financial Services, Marketing Strategy, Leadership, Social Media
Education
Saint John's University 1999 — 2003
B.S., Marketing, International Business
Saint John's University - Peter J. Tobin College of Business 1999 — 2003
BS, Marketing
Capital One July 2014 - Present
Capital One August 2011 - July 2014
JPMorgan Chase June 2006 - July 2011
Lehman Brothers January 2004 - June 2006
JPMorgan Chase March 2003 - January 2004
Skills
Vendor Management, Marketing, Project Management, Strategic Planning, Marketing Communications, Event Planning, Budgets, Strategy, Time Management, Market Research, Event Management, Social Media Marketing, Direct Marketing, Email Marketing, Management, Banking, Financial Services, Marketing Strategy, Leadership, Social Media
Education
Saint John's University 1999 — 2003
B.S., Marketing, International Business
Saint John's University - Peter J. Tobin College of Business 1999 — 2003
BS, Marketing
Brian Britt Brian Britt's Lehman Brothers Experience January 1990 - October 1994
Job Managing Director/Senior Wealth Advisor
Industry Investment Management
Experience
National Society of Financial Educators September 2015 - Present
Concert Wealth Management March 2010 - Present
UT San Diego January 2011 - March 2014
Unlock The Game January 2008 - February 2012
Merrill Lynch October 1999 - March 2010
Paine Webber October 1994 - October 1999
Lehman Brothers January 1990 - October 1994
Vantage Financial Services 1987 - 1989
First Investors 1981 - 1987
Skills
Portfolio Management, Series 7, Financial Analysis, Series 63, Strategic Planning, Financial Modeling, Research, Radio Broadcasting, Public Speaking, Wealth Accumulation..., Series 6, Insurance, Retirement Income..., Retirement Plan...
Education
St. John's University 1982 — 1986
Bachelor of Science (B.S.), Economics
National Society of Financial Educators September 2015 - Present
Concert Wealth Management March 2010 - Present
UT San Diego January 2011 - March 2014
Unlock The Game January 2008 - February 2012
Merrill Lynch October 1999 - March 2010
Paine Webber October 1994 - October 1999
Lehman Brothers January 1990 - October 1994
Vantage Financial Services 1987 - 1989
First Investors 1981 - 1987
Skills
Portfolio Management, Series 7, Financial Analysis, Series 63, Strategic Planning, Financial Modeling, Research, Radio Broadcasting, Public Speaking, Wealth Accumulation..., Series 6, Insurance, Retirement Income..., Retirement Plan...
Education
St. John's University 1982 — 1986
Bachelor of Science (B.S.), Economics
Joe Russell's Lehman Brothers Experience June 1994 - June 1997
Job Managing Director at Blackstone
Industry Financial Services
Experience
Blackstone September 2010 - Present
Goldman Sachs May 2010 - July 2010
Merrill Lynch March 2000 - July 2009
CIBC Oppenheimer June 1997 - March 2000
Lehman Brothers June 1994 - June 1997
JP Morgan June 1985 - June 1994
Arthur Andersen & Co. August 1981 - June 1985
Skills
Fixed Income, Derivatives, Credit Derivatives, FX Options, Bonds, Trading, Swaps, Options, Interest Rate..., Portfolio Management, Middle Office, Securities, Structured Finance, Financial Reporting, Process Improvement, Emerging Markets, Finance, Financial Risk, Financial Services, Accounting, Credit, Cash Flow Forecasting, Capital Markets, Hedge Funds
Education
St. John's University 2015 — 2019
Bachelor;'s degree, Accounting
Saint John's University 1978 — 1981
BS, Accounting
Blackstone September 2010 - Present
Goldman Sachs May 2010 - July 2010
Merrill Lynch March 2000 - July 2009
CIBC Oppenheimer June 1997 - March 2000
Lehman Brothers June 1994 - June 1997
JP Morgan June 1985 - June 1994
Arthur Andersen & Co. August 1981 - June 1985
Skills
Fixed Income, Derivatives, Credit Derivatives, FX Options, Bonds, Trading, Swaps, Options, Interest Rate..., Portfolio Management, Middle Office, Securities, Structured Finance, Financial Reporting, Process Improvement, Emerging Markets, Finance, Financial Risk, Financial Services, Accounting, Credit, Cash Flow Forecasting, Capital Markets, Hedge Funds
Education
St. John's University 2015 — 2019
Bachelor;'s degree, Accounting
Saint John's University 1978 — 1981
BS, Accounting
David Lehmann David Lehmann's Lehman Brothers Experience April 2000 - July 2003
Job Technology Investor
Industry Financial Services
Experience
Luther King Capital Management August 2003 - Present
Lehman Brothers April 2000 - July 2003
Salomon Smith Barney September 1998 - April 2000
Sprint June 1996 - September 1998
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA
University of Oklahoma 1992 — 1996
BBA, Information Systems, Finance
Luther King Capital Management August 2003 - Present
Lehman Brothers April 2000 - July 2003
Salomon Smith Barney September 1998 - April 2000
Sprint June 1996 - September 1998
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA
University of Oklahoma 1992 — 1996
BBA, Information Systems, Finance
Rozmin Punjani's Lehman Brothers Experience June 2008 - September 2008
Job Commercial banking professional
Industry Banking
Experience
First United Bank April 2015 - Present
ABN AMRO Bank October 2011 - July 2014
ABN AMRO Bank December 2010 - July 2011
Lehman Brothers June 2008 - September 2008
CRISIL Limited October 2005 - May 2008
Skills
Commercial Banking, Client relationship..., Credit Analysis, credit underwriting, New Business Development, Revenue & Profit Growth, Communication, Negotiation, Cross Selling, Risk Management, Analytical Skills, Financial Analysis, Financial Modeling, Credit, Credit Risk, Banking, Portfolio Management, Underwriting, Finance, Financial Risk
Education
Institute of Chartered Financial Analyst
CFA, Passed all levels, License pending.
South Gujarat University 2005 — 2007
Master of Business Administration (MBA), Finance
AICPA
Certified Public Accountant - License pending
First United Bank April 2015 - Present
ABN AMRO Bank October 2011 - July 2014
ABN AMRO Bank December 2010 - July 2011
Lehman Brothers June 2008 - September 2008
CRISIL Limited October 2005 - May 2008
Skills
Commercial Banking, Client relationship..., Credit Analysis, credit underwriting, New Business Development, Revenue & Profit Growth, Communication, Negotiation, Cross Selling, Risk Management, Analytical Skills, Financial Analysis, Financial Modeling, Credit, Credit Risk, Banking, Portfolio Management, Underwriting, Finance, Financial Risk
Education
Institute of Chartered Financial Analyst
CFA, Passed all levels, License pending.
South Gujarat University 2005 — 2007
Master of Business Administration (MBA), Finance
AICPA
Certified Public Accountant - License pending
Raghu Ravuri's Lehman Brothers Experience May 2005 - March 2006
Job Executive Director, JPMorgan Chase & Co.
Industry Investment Management
Experience
JPMorgan Chase & Co. March 2006 - Present
Lehman Brothers May 2005 - March 2006
CNBC December 1999 - May 2005
IBM January 1999 - December 1999
D. E. Shaw India Software Private Limited February 1997 - January 1999
Skills
Software Development, Market Data, Electronic Trading, Java, Equities, SOA, Java Enterprise Edition, Investment Banking, Trading Systems, SDLC, Web Applications, Agile Methodologies, Requirements Analysis, Testing, Integration, Web Services, Disaster Recovery, Portfolio Optimization, Digital Media, Asset Managment, Equity Derivatives, Enterprise Architecture, Asset Management, Sybase, J2EE, Low Latency, Solution Architecture, Distributed Systems, Unix
Education
University of Hyderabad 1995 — 1997
MTech, Computer Science
Sri Venkateswara University 1991 — 1995
BTech, Computer Science & Engineering
JPMorgan Chase & Co. March 2006 - Present
Lehman Brothers May 2005 - March 2006
CNBC December 1999 - May 2005
IBM January 1999 - December 1999
D. E. Shaw India Software Private Limited February 1997 - January 1999
Skills
Software Development, Market Data, Electronic Trading, Java, Equities, SOA, Java Enterprise Edition, Investment Banking, Trading Systems, SDLC, Web Applications, Agile Methodologies, Requirements Analysis, Testing, Integration, Web Services, Disaster Recovery, Portfolio Optimization, Digital Media, Asset Managment, Equity Derivatives, Enterprise Architecture, Asset Management, Sybase, J2EE, Low Latency, Solution Architecture, Distributed Systems, Unix
Education
University of Hyderabad 1995 — 1997
MTech, Computer Science
Sri Venkateswara University 1991 — 1995
BTech, Computer Science & Engineering
Adam Jernigan's Lehman Brothers Experience June 2007 - September 2008
Job Skip the Hire
Industry Financial Services
Experience
Skip the Hire June 2015 - Present
Pure Storage November 2014 - February 2015
Jive Software May 2013 - April 2014
ServiceNow April 2012 - May 2013
JP Morgan Chase January 2009 - December 2010
Lehman Brothers June 2007 - September 2008
Skills
Financial Analysis, Financial Modeling, Forecasting, Microsoft Excel, Valuation, Strategic Financial..., Business Process..., Financial Planning, Strategy
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Strategy
Southern Methodist University - Cox School of Business
Bachelor's Degree, Accounting
Skip the Hire June 2015 - Present
Pure Storage November 2014 - February 2015
Jive Software May 2013 - April 2014
ServiceNow April 2012 - May 2013
JP Morgan Chase January 2009 - December 2010
Lehman Brothers June 2007 - September 2008
Skills
Financial Analysis, Financial Modeling, Forecasting, Microsoft Excel, Valuation, Strategic Financial..., Business Process..., Financial Planning, Strategy
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Strategy
Southern Methodist University - Cox School of Business
Bachelor's Degree, Accounting
Fanny Tang Cederberg's Lehman Brothers Experience September 2006 - September 2008
Job Arabic Language Student at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State July 2014 - September 2015
U.S. Department of State September 2012 - January 2013
Hager Sharp August 2009 - October 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers September 2006 - September 2008
Education
Southwestern University 2002 — 2006
B.A., Political Science
U.S. Department of State July 2014 - September 2015
U.S. Department of State September 2012 - January 2013
Hager Sharp August 2009 - October 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers September 2006 - September 2008
Education
Southwestern University 2002 — 2006
B.A., Political Science
James Wolstenholme James Wolstenholme's Lehman Brothers Experience January 1994 - June 1997
Job Senior Analyst at Celent
Industry Financial Services
Experience
Celent May 2014 - Present
Hewlett-Packard September 2010 - April 2014
Gartner Research 2005 - September 2010
UBS Investment Bank 1997 - 2005
Lehman Brothers January 1994 - June 1997
Skills
Trading, Equities, Capital Markets, Fixed Income, Business Analysis, IT Strategy, Restructuring, Investment Banking, Outsourcing, SaaS, Vendor Management, Financial Services, Portfolio Management, Investments, Risk Management, Trading Systems, Strategy, Mergers & Acquisitions, Business Development, Enterprise Software
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Saint Lawrence University
BA
Cooper Union
BFA
Celent May 2014 - Present
Hewlett-Packard September 2010 - April 2014
Gartner Research 2005 - September 2010
UBS Investment Bank 1997 - 2005
Lehman Brothers January 1994 - June 1997
Skills
Trading, Equities, Capital Markets, Fixed Income, Business Analysis, IT Strategy, Restructuring, Investment Banking, Outsourcing, SaaS, Vendor Management, Financial Services, Portfolio Management, Investments, Risk Management, Trading Systems, Strategy, Mergers & Acquisitions, Business Development, Enterprise Software
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Saint Lawrence University
BA
Cooper Union
BFA
Casey Gorder Casey Gorder's Lehman Brothers Experience June 2007 - September 2008
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays Investment Bank February 2014 - Present
Tudor, Pickering, Holt & Co. April 2011 - February 2014
Barclays September 2008 - April 2011
Lehman Brothers June 2007 - September 2008
Education
Southwestern University 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Barclays Investment Bank February 2014 - Present
Tudor, Pickering, Holt & Co. April 2011 - February 2014
Barclays September 2008 - April 2011
Lehman Brothers June 2007 - September 2008
Education
Southwestern University 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Blake Beatty Blake Beatty's Lehman Brothers Experience January 1998 - December 2002
Job Director of Major Gifts at Autism Speaks
Industry Fund-Raising
Experience
Autism Speaks July 2014 - Present
Friends of Hudson River Park 2011 - 2013
The National September 11 Memorial January 2006 - January 2011
Cathy Blaney & Associates January 2003 - December 2005
Lehman Brothers January 1998 - December 2002
NatWest Markets September 1995 - December 1997
Skills
Nonprofits, Volunteer Management, Event Planning, Community Outreach, Grant Writing, Event Management, Community Development, Public Speaking, Strategic Planning, Public Relations, Social Media, Research, Philanthropy, Marketing Communications, Editing, Investments, Facebook, Budgets, Portfolio Management, Microsoft Office, Fundraising
Education
Saint Lawrence University 1991 — 1995
Bachelor of Arts (B.A.), Sociology
The Pingry School 1984 — 1991
High School
Autism Speaks July 2014 - Present
Friends of Hudson River Park 2011 - 2013
The National September 11 Memorial January 2006 - January 2011
Cathy Blaney & Associates January 2003 - December 2005
Lehman Brothers January 1998 - December 2002
NatWest Markets September 1995 - December 1997
Skills
Nonprofits, Volunteer Management, Event Planning, Community Outreach, Grant Writing, Event Management, Community Development, Public Speaking, Strategic Planning, Public Relations, Social Media, Research, Philanthropy, Marketing Communications, Editing, Investments, Facebook, Budgets, Portfolio Management, Microsoft Office, Fundraising
Education
Saint Lawrence University 1991 — 1995
Bachelor of Arts (B.A.), Sociology
The Pingry School 1984 — 1991
High School
Aidan Gillespie's Lehman Brothers Experience May 2004 - September 2008
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2008 - Present
Lehman Brothers May 2004 - September 2008
Goldman Sachs July 2000 - May 2004
Skills
Prime Brokerage, Series 7, Series 24, Series 63, Series 3, Series 4, Series 55, Registered Dealer...
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Bachelors, Finance
Midwood High School
Credit Suisse October 2008 - Present
Lehman Brothers May 2004 - September 2008
Goldman Sachs July 2000 - May 2004
Skills
Prime Brokerage, Series 7, Series 24, Series 63, Series 3, Series 4, Series 55, Registered Dealer...
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Bachelors, Finance
Midwood High School
Jessica C. Rios's Lehman Brothers Experience July 2008 - October 2008
Job Commercial Finance Manager at TouchTunes
Industry Entertainment
Experience
TouchTunes Interactive Networks August 2011 - Present
Canon Solutions America October 2010 - August 2011
Canon Solutions America October 2008 - October 2010
Lehman Brothers July 2008 - October 2008
Skills
Sales Operations, Business Intelligence, Pricing Strategy, Pricing Analysis, Pricing, Forecasting, Strategy, Management, Analysis, Budgets, Finance, Financial Analysis, Strategic Planning, Sales Management, Executive Management, Product Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
BS, Finance, Magna Cum Laude
TouchTunes Interactive Networks August 2011 - Present
Canon Solutions America October 2010 - August 2011
Canon Solutions America October 2008 - October 2010
Lehman Brothers July 2008 - October 2008
Skills
Sales Operations, Business Intelligence, Pricing Strategy, Pricing Analysis, Pricing, Forecasting, Strategy, Management, Analysis, Budgets, Finance, Financial Analysis, Strategic Planning, Sales Management, Executive Management, Product Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
BS, Finance, Magna Cum Laude
Melissa (Michaud) Elam M.S. Melissa (Michaud) Elam M.S.'s Lehman Brothers Experience 2007 - 2008
Job Vice President of Marketing Solutions
Industry Marketing and Advertising
Experience
Working Media Group 2010 - Present
CareerBuilder.com 2008 - 2010
CareerBuilder.com 2008 - 2010
Lehman Brothers 2007 - 2008
Mortgage Lenders Network 2003 - 2006
Citizens Bank 2001 - 2003
Skills
Lead Generation, New Business Development, Account Management, Sales Management, Direct Sales, Media Planning, Media Buying, Advertising, Online Advertising, Outdoor Advertising, Mobile Advertising, Recruitment Advertising, Radio Advertising, Interactive Advertising, Rate Negotiation, Marketing Strategy, Negotiation, Sales, Selling, B2B, Advertising Sales, Cold Calling, Social Media Marketing, CRM, Strategy, Sales Operations, Social Media, Customer Service
Education
Southern New Hampshire University 2009 — 2011
Masters of Science, Marketing
Elms College 1998 — 2002
BS, Psychology
Working Media Group 2010 - Present
CareerBuilder.com 2008 - 2010
CareerBuilder.com 2008 - 2010
Lehman Brothers 2007 - 2008
Mortgage Lenders Network 2003 - 2006
Citizens Bank 2001 - 2003
Skills
Lead Generation, New Business Development, Account Management, Sales Management, Direct Sales, Media Planning, Media Buying, Advertising, Online Advertising, Outdoor Advertising, Mobile Advertising, Recruitment Advertising, Radio Advertising, Interactive Advertising, Rate Negotiation, Marketing Strategy, Negotiation, Sales, Selling, B2B, Advertising Sales, Cold Calling, Social Media Marketing, CRM, Strategy, Sales Operations, Social Media, Customer Service
Education
Southern New Hampshire University 2009 — 2011
Masters of Science, Marketing
Elms College 1998 — 2002
BS, Psychology
Jorge de Lafuente Jorge de Lafuente's Lehman Brothers Experience November 1996 - July 1998
Job Director Operational Due Diligence at Texas Treasury Safekeeping Trust Company
Industry Investment Management
Experience
Texas Treasury Safekeeping Trust Company November 2010 - Present
Crestline Investors, Inc. April 2010 - July 2010
Austin Capital Management August 2007 - March 2009
Citigroup January 2005 - July 2007
Bear Stearns October 2001 - October 2003
Salomon Smith Barney September 1998 - October 2001
Lehman Brothers November 1996 - July 1998
Smith Barney, Inc. August 1992 - June 1996
Lehman Brothers November 1990 - August 1992
Skills
Operational Due..., Operational Risk, Hedge Funds, Private Equity, Real Estate, Fund Linked Derivatives, CPPI, Portable Alpha, Structured Credit..., ISDA negotiations, Total Return Swaps, Credit Derivatives, Interest Rate Swaps, Swaptions, Fund Of Funds, Fixed Income, Structured Products, Middle Office, Alternative Investments, Operational Risk..., Investment Banking, Asset Management, Portfolio Management
Education
St. Mary's University 1985 — 1990
Bachelor of Business Administration (BBA), International Business
Texas Treasury Safekeeping Trust Company November 2010 - Present
Crestline Investors, Inc. April 2010 - July 2010
Austin Capital Management August 2007 - March 2009
Citigroup January 2005 - July 2007
Bear Stearns October 2001 - October 2003
Salomon Smith Barney September 1998 - October 2001
Lehman Brothers November 1996 - July 1998
Smith Barney, Inc. August 1992 - June 1996
Lehman Brothers November 1990 - August 1992
Skills
Operational Due..., Operational Risk, Hedge Funds, Private Equity, Real Estate, Fund Linked Derivatives, CPPI, Portable Alpha, Structured Credit..., ISDA negotiations, Total Return Swaps, Credit Derivatives, Interest Rate Swaps, Swaptions, Fund Of Funds, Fixed Income, Structured Products, Middle Office, Alternative Investments, Operational Risk..., Investment Banking, Asset Management, Portfolio Management
Education
St. Mary's University 1985 — 1990
Bachelor of Business Administration (BBA), International Business
Martin Minkowicz's Lehman Brothers Experience November 2007 - June 2009
Job VP, Sales at Career Co
Industry Internet
Experience
Career Co July 2014 - Present
The Employment Network - A CareerCo Company October 2012 - June 2014
The Employment Network - A CareerCo Company July 2011 - September 2012
The CollegeBound Network - A CareerCo Company July 2009 - June 2011
Lehman Brothers November 2007 - June 2009
Skills
Public Relations, Contract Negotiation, Lead Generation, Call Center, Project Planning, Recruitment Marketing, Internet Recruiting, Performance Based..., SEM, Talent Acquisition
Education
St. Francis College
B.S., Business Management
Career Co July 2014 - Present
The Employment Network - A CareerCo Company October 2012 - June 2014
The Employment Network - A CareerCo Company July 2011 - September 2012
The CollegeBound Network - A CareerCo Company July 2009 - June 2011
Lehman Brothers November 2007 - June 2009
Skills
Public Relations, Contract Negotiation, Lead Generation, Call Center, Project Planning, Recruitment Marketing, Internet Recruiting, Performance Based..., SEM, Talent Acquisition
Education
St. Francis College
B.S., Business Management
Christine Schukat Christine Schukat's Lehman Brothers Experience April 2004 - January 2008
Job Executive Assistant IBD and IMD Business Partners at Goldman Sachs
Industry Banking
Experience
Goldman Sachs May 2014 - Present
Morgan Stanley October 2008 - May 2014
Lehman Brothers April 2004 - January 2008
Brown Brothers Harriman January 1988 - January 2004
Skills
Microsoft Excel, Event Management, Analysis, Process Scheduler, Fixed Income, Equities, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 2001
BS, Business
Franklin K. Lane High School 1984 — 1988
Grade 9 to 12
Sacred Heart School 1980 — 1984
Grade 6 to 8th
Goldman Sachs May 2014 - Present
Morgan Stanley October 2008 - May 2014
Lehman Brothers April 2004 - January 2008
Brown Brothers Harriman January 1988 - January 2004
Skills
Microsoft Excel, Event Management, Analysis, Process Scheduler, Fixed Income, Equities, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 2001
BS, Business
Franklin K. Lane High School 1984 — 1988
Grade 9 to 12
Sacred Heart School 1980 — 1984
Grade 6 to 8th
Marc Weitz Marc Weitz's Lehman Brothers Experience May 1997 - July 1998
Job Attorney at Law Offices of Marc Weitz
Industry Law Practice
Experience
Law Offices of Marc Weitz April 2008 - Present
Chanin Capital Partners July 2007 - March 2008
Financial Management Advisors May 2001 - July 2007
Morgan Stanley January 2000 - January 2001
AIG Global Investment Group August 1998 - January 2000
Lehman Brothers May 1997 - July 1998
Skills
Financial Analysis, Portfolio Management, bankruptcy, Investment Banking, Mergers & Acquisitions, Restructuring, Mergers, Bankruptcy, Investments, Hedge Funds, Finance, Litigation, Analysis, Fixed Income
Education
Southwestern University School of Law 2001 — 2005
JD, Bankruptcy
University of Colorado Boulder 1992 — 1997
BS, Finance
Semester at Sea 1995 — 1995
International Business
Law Offices of Marc Weitz April 2008 - Present
Chanin Capital Partners July 2007 - March 2008
Financial Management Advisors May 2001 - July 2007
Morgan Stanley January 2000 - January 2001
AIG Global Investment Group August 1998 - January 2000
Lehman Brothers May 1997 - July 1998
Skills
Financial Analysis, Portfolio Management, bankruptcy, Investment Banking, Mergers & Acquisitions, Restructuring, Mergers, Bankruptcy, Investments, Hedge Funds, Finance, Litigation, Analysis, Fixed Income
Education
Southwestern University School of Law 2001 — 2005
JD, Bankruptcy
University of Colorado Boulder 1992 — 1997
BS, Finance
Semester at Sea 1995 — 1995
International Business
Jin Lok's Lehman Brothers Experience May 2007 - March 2008
Job IHC Program Manager at BNP Paribas
Industry Financial Services
Experience
BNP Paribas August 2015 - Present
JP Morgan Chase March 2011 - August 2015
HSBC Securities June 2008 - April 2011
Lehman Brothers May 2007 - March 2008
Citigroup, Inc. October 2006 - May 2007
Citigroup, Inc. June 2000 - October 2006
Skills
Fixed Income, Business Analysis, Management, Derivatives, Project Management, Strategy, Leadership, Operations Management, Training, Enterprise Software, Banking, Software Development, Risk Management, Vendor Management, Financial Services, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Business Management
BNP Paribas August 2015 - Present
JP Morgan Chase March 2011 - August 2015
HSBC Securities June 2008 - April 2011
Lehman Brothers May 2007 - March 2008
Citigroup, Inc. October 2006 - May 2007
Citigroup, Inc. June 2000 - October 2006
Skills
Fixed Income, Business Analysis, Management, Derivatives, Project Management, Strategy, Leadership, Operations Management, Training, Enterprise Software, Banking, Software Development, Risk Management, Vendor Management, Financial Services, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Business Management
Knag, Peter's Lehman Brothers Experience 1998 - 1999
Job Managing Director at AT&T
Industry Telecommunications
Experience
AT&T September 1999 - Present
Lehman Brothers 1998 - 1999
Skills
Strategic Partnerships, Corporate Development, Business Development, SaaS, Start-ups, Strategy, Product Management, Mergers & Acquisitions, Executive Management, Go-to-market Strategy, Venture Capital, Telecommunications, Acquisition Integration, Mobile Devices, Business Planning, Financial Modeling, Managed Services, Competitive Analysis, Cross-functional Team..., Due Diligence, Private Equity, Business Strategy
Education
Southern Methodist University 1996 — 1998
MBA, Business
Southern Methodist University 1991 — 1995
Darien High School 1987 — 1991
AT&T September 1999 - Present
Lehman Brothers 1998 - 1999
Skills
Strategic Partnerships, Corporate Development, Business Development, SaaS, Start-ups, Strategy, Product Management, Mergers & Acquisitions, Executive Management, Go-to-market Strategy, Venture Capital, Telecommunications, Acquisition Integration, Mobile Devices, Business Planning, Financial Modeling, Managed Services, Competitive Analysis, Cross-functional Team..., Due Diligence, Private Equity, Business Strategy
Education
Southern Methodist University 1996 — 1998
MBA, Business
Southern Methodist University 1991 — 1995
Darien High School 1987 — 1991
Rubens, Neil's Lehman Brothers Experience 2004 - 2005
Job Owner, Motivational Training Institute Inc
Industry Education Management
Experience
Motivational Training Institute Inc TrainerFinance AmericaMarch 2004 - October 2005
Lehman Brothers 2004 - 2005
Wahington Mutual July 2002 - February 2004
Washington Mutual 2002 - 2004
Epicor July 2000 - December 2001
Education
Southern Illinois University, Carbondale 1969 — 1973
Motivational Training Institute Inc TrainerFinance AmericaMarch 2004 - October 2005
Lehman Brothers 2004 - 2005
Wahington Mutual July 2002 - February 2004
Washington Mutual 2002 - 2004
Epicor July 2000 - December 2001
Education
Southern Illinois University, Carbondale 1969 — 1973
Annie Cheung's Lehman Brothers Experience May 2000 - November 2002
Job Chief Operating Officer at Observer Capital LLC
Industry Venture Capital & Private Equity
Experience
Observer Capital LLC November 2010 - Present
Wayfare Entertainment Ventures, LLC January 2009 - Present
Showtime Networks December 2002 - December 2008
Lehman Brothers May 2000 - November 2002
McKinsey & Company June 1997 - May 2000
ING Barings January 1996 - May 1997
Skills
Financial Modeling, P&L, Cash Flow, Consolidation, Industry Research, Expense Management, Valuation, Financial Reporting, Financial Analysis, Due Diligence, Budgeting, Forecasting, Strategic Planning, DCF, Business Valuation, Variance Analysis, SEC reporting, Compliance, GAAP, Team Building, Outsourcing, Planning, Business Planning, Financial Accounting, Working Capital..., Revenue Recognition, Corporate Finance, Industry Analysis, Income Statement, Budgets, Competitive Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Accounting, International Finance, and Marketing
St. John's University, The Peter J. Tobin College of Business 1998 — 2000
MS, Risk Management
Observer Capital LLC November 2010 - Present
Wayfare Entertainment Ventures, LLC January 2009 - Present
Showtime Networks December 2002 - December 2008
Lehman Brothers May 2000 - November 2002
McKinsey & Company June 1997 - May 2000
ING Barings January 1996 - May 1997
Skills
Financial Modeling, P&L, Cash Flow, Consolidation, Industry Research, Expense Management, Valuation, Financial Reporting, Financial Analysis, Due Diligence, Budgeting, Forecasting, Strategic Planning, DCF, Business Valuation, Variance Analysis, SEC reporting, Compliance, GAAP, Team Building, Outsourcing, Planning, Business Planning, Financial Accounting, Working Capital..., Revenue Recognition, Corporate Finance, Industry Analysis, Income Statement, Budgets, Competitive Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Accounting, International Finance, and Marketing
St. John's University, The Peter J. Tobin College of Business 1998 — 2000
MS, Risk Management
Ramprasad Bodicherla's Lehman Brothers Experience April 2006 - September 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers April 2006 - September 2008
Keane Inc August 2000 - April 2006
Goldman Sachs 2002 - 2006
DCR Inc August 1999 - August 2000
Quark Media House October 1998 - August 1999
CMC Ltd, India June 1996 - September 1998
Education
Sri Venkateswara University 1992 — 1996
B.Tech
Barclays Capital September 2008 - Present
Lehman Brothers April 2006 - September 2008
Keane Inc August 2000 - April 2006
Goldman Sachs 2002 - 2006
DCR Inc August 1999 - August 2000
Quark Media House October 1998 - August 1999
CMC Ltd, India June 1996 - September 1998
Education
Sri Venkateswara University 1992 — 1996
B.Tech
Frank Vendome's Lehman Brothers Experience March 2008 - September 2008
Job Managing Director at 1199SEIU
Industry Financial Services
Experience
1199SEIU Benefit and Pension Funds March 2015 - Present
Merrill Lynch January 2010 - February 2015
Barclays Wealth 2008 - January 2010
Lehman Brothers March 2008 - September 2008
Citigroup Private Bank July 2006 - March 2008
HSBC Asset Management January 2006 - July 2006
Epoch Investment Partners July 2004 - January 2006
Merrill Lynch June 1993 - July 2004
Merrill Lynch 1993 - 2004
Skills
Analytics, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Banking, Investments, Risk Management, Securities, Wealth Management, Mutual Funds, Performance Appraisal, Performance Reporting
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor's of Science - Finance, Finance, General
1199SEIU Benefit and Pension Funds March 2015 - Present
Merrill Lynch January 2010 - February 2015
Barclays Wealth 2008 - January 2010
Lehman Brothers March 2008 - September 2008
Citigroup Private Bank July 2006 - March 2008
HSBC Asset Management January 2006 - July 2006
Epoch Investment Partners July 2004 - January 2006
Merrill Lynch June 1993 - July 2004
Merrill Lynch 1993 - 2004
Skills
Analytics, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Banking, Investments, Risk Management, Securities, Wealth Management, Mutual Funds, Performance Appraisal, Performance Reporting
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor's of Science - Finance, Finance, General
Robert Jannotte's Lehman Brothers Experience December 2007 - September 2008
Job Head of Mortgage Origination Technology at SunTrust
Industry Financial Services
Experience
SunTrust March 2015 - Present
Mortgage Cadence September 2012 - Present
Accenture Mortgage Cadence September 2013 - March 2015
Mortgage Cadence March 2011 - September 2012
Bridgefield November 2009 - August 2010
Prospect Mortgage October 2008 - November 2009
Lehman Brothers December 2007 - September 2008
American Home Mortgage January 2006 - December 2007
American Home Mortgage January 2002 - January 2006
Skills
Business Analysis, Process Improvement, Product Management, CRM, Leadership, Project Management, Strategy, Strategic Planning, Team Building, Management, Contract Negotiation, Mergers, Training, Mortgage Lending, SDLC, Vendor Management, Executive Management, Risk Management, Loans, Banking, Change Management, New Business Development, Financial Services, Software Development, Mortgage Banking, Salesforce.com, Quality Assurance, Business Process..., System Architecture, Management Consulting, SaaS, Business Development, MS Project, Strategic Partnerships, Requirements Analysis, Start-ups, Mergers & Acquisitions, Integration, Software Documentation, Disaster Recovery, Software Project..., Business Process, Business Intelligence, IT Strategy, Analysis
Education
St. John's University School of Law 2000 — 2001
Stony Brook University 1988 — 1994
BA, poli sci/history minor
SunTrust March 2015 - Present
Mortgage Cadence September 2012 - Present
Accenture Mortgage Cadence September 2013 - March 2015
Mortgage Cadence March 2011 - September 2012
Bridgefield November 2009 - August 2010
Prospect Mortgage October 2008 - November 2009
Lehman Brothers December 2007 - September 2008
American Home Mortgage January 2006 - December 2007
American Home Mortgage January 2002 - January 2006
Skills
Business Analysis, Process Improvement, Product Management, CRM, Leadership, Project Management, Strategy, Strategic Planning, Team Building, Management, Contract Negotiation, Mergers, Training, Mortgage Lending, SDLC, Vendor Management, Executive Management, Risk Management, Loans, Banking, Change Management, New Business Development, Financial Services, Software Development, Mortgage Banking, Salesforce.com, Quality Assurance, Business Process..., System Architecture, Management Consulting, SaaS, Business Development, MS Project, Strategic Partnerships, Requirements Analysis, Start-ups, Mergers & Acquisitions, Integration, Software Documentation, Disaster Recovery, Software Project..., Business Process, Business Intelligence, IT Strategy, Analysis
Education
St. John's University School of Law 2000 — 2001
Stony Brook University 1988 — 1994
BA, poli sci/history minor
Sarah (Kechejian) Pifer's Lehman Brothers Experience January 2007 - September 2008
Job Associate at Fieldpoint Private
Industry Investment Banking
Experience
Fieldpoint Private June 2012 - Present
Wealth and Investment Management at Barclays September 2008 - June 2012
Lehman Brothers January 2007 - September 2008
Skills
Hedge Funds, Series 7, Equities, Bloomberg, Fixed Income, Risk Management, Financial Services, Derivatives, Mutual Funds, Securities, Private Equity, Investment Banking, Capital Markets, FINRA
Education
Saint Lawrence University 2002 — 2006
BA, Government
Fieldpoint Private June 2012 - Present
Wealth and Investment Management at Barclays September 2008 - June 2012
Lehman Brothers January 2007 - September 2008
Skills
Hedge Funds, Series 7, Equities, Bloomberg, Fixed Income, Risk Management, Financial Services, Derivatives, Mutual Funds, Securities, Private Equity, Investment Banking, Capital Markets, FINRA
Education
Saint Lawrence University 2002 — 2006
BA, Government
Michelle La Vigne's Lehman Brothers Experience July 2007 - May 2009
Job Executive Assistant at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers July 2007 - May 2009
LaSalle Bank Corporation 2006 - 2007
Access One, Inc September 2003 - February 2006
Skills
Customer Service, Project Management, Microsoft Excel, Asset Management, Microsoft Office
Education
St. Norbert College 1999 — 2003
BA, Communications; Media, Fine Arts
Carl Sandburg High School 1995 — 1999
Neuberger Berman May 2009 - Present
Lehman Brothers July 2007 - May 2009
LaSalle Bank Corporation 2006 - 2007
Access One, Inc September 2003 - February 2006
Skills
Customer Service, Project Management, Microsoft Excel, Asset Management, Microsoft Office
Education
St. Norbert College 1999 — 2003
BA, Communications; Media, Fine Arts
Carl Sandburg High School 1995 — 1999
Jennifer Gever's Lehman Brothers Experience June 2001 - September 2008
Job Senior Director Clearing Solutions, CME Group
Industry Investment Banking
Experience
CME Group June 2014 - Present
Citigroup October 2009 - June 2014
Barclays Capital October 2008 - October 2009
Lehman Brothers June 2001 - September 2008
Skills
Derivatives, Fixed Income, Credit Derivatives, Trading, Interest Rate..., Equity Derivatives, Capital Markets, Middle Office, Interest Rate Swaps, Structured Products, Operational Risk, Product Control, Market Risk, Prime Brokerage, Bloomberg Terminal, Swaps, CDS, Bonds, Hedge Funds, Electronic Trading, Trading Systems, MBS, Equities, Bloomberg, FX Options, Options
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Finance
CME Group June 2014 - Present
Citigroup October 2009 - June 2014
Barclays Capital October 2008 - October 2009
Lehman Brothers June 2001 - September 2008
Skills
Derivatives, Fixed Income, Credit Derivatives, Trading, Interest Rate..., Equity Derivatives, Capital Markets, Middle Office, Interest Rate Swaps, Structured Products, Operational Risk, Product Control, Market Risk, Prime Brokerage, Bloomberg Terminal, Swaps, CDS, Bonds, Hedge Funds, Electronic Trading, Trading Systems, MBS, Equities, Bloomberg, FX Options, Options
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
BS, Finance
Robert Yan's Lehman Brothers Experience 2006 - March 2009
Job Senior Manager Expatriate Tax
Industry Accounting
Experience
Ernst & Young April 2009 - Present
Lehman Brothers 2006 - March 2009
Ernst & Young January 2003 - December 2005
KPMG September 1997 - December 2002
Skills
Expatriate Management, International Tax, Tax Advisory, Accounting, Tax
Education
St. John's University School of Law 1993 — 1995
J.D., Law
New York University - Leonard N. Stern School of Business 1987 — 1991
B.S., Accounting
Ernst & Young April 2009 - Present
Lehman Brothers 2006 - March 2009
Ernst & Young January 2003 - December 2005
KPMG September 1997 - December 2002
Skills
Expatriate Management, International Tax, Tax Advisory, Accounting, Tax
Education
St. John's University School of Law 1993 — 1995
J.D., Law
New York University - Leonard N. Stern School of Business 1987 — 1991
B.S., Accounting
Yvonne Kalinic's Lehman Brothers Experience July 1998 - July 2001
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch September 2012 - July 2014
HSBC Securities November 2010 - September 2012
Citi March 2008 - November 2010
Merrill Lynch July 2001 - March 2008
Lehman Brothers July 1998 - July 2001
Republic National Bank January 1994 - July 1998
Skills
Market & Counterparty..., Basel II, Basel III, Emerging Markets, Due Diligence, Fixed Income, Foreign Exchange, Enterprise Risk, Operational Risk, Risk Capital, Derivatives, Capital Markets, Risk Management, Market Risk, Equities, Credit Risk, Strategic Financial..., Analysis, Portfolio Management, Hedge Funds, Trading, Investment Banking, Credit Derivatives, Financial Markets, Enterprise Risk...
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor of Science (BS), Economics & Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch September 2012 - July 2014
HSBC Securities November 2010 - September 2012
Citi March 2008 - November 2010
Merrill Lynch July 2001 - March 2008
Lehman Brothers July 1998 - July 2001
Republic National Bank January 1994 - July 1998
Skills
Market & Counterparty..., Basel II, Basel III, Emerging Markets, Due Diligence, Fixed Income, Foreign Exchange, Enterprise Risk, Operational Risk, Risk Capital, Derivatives, Capital Markets, Risk Management, Market Risk, Equities, Credit Risk, Strategic Financial..., Analysis, Portfolio Management, Hedge Funds, Trading, Investment Banking, Credit Derivatives, Financial Markets, Enterprise Risk...
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor of Science (BS), Economics & Finance
Penn Egbert's Lehman Brothers Experience August 2007 - September 2008
Job Director of Equity Research, Americas at Nomura
Industry Research
Experience
Nomura July 2015 - Present
Nomura February 2015 - July 2015
Barclays September 2008 - February 2015
Lehman Brothers August 2007 - September 2008
Dudack Research Group January 2004 - August 2007
UBS Investment Bank January 2002 - January 2004
PaineWebber July 1999 - January 2002
Skills
Equities, Capital Markets, Equity Research, Product Management, Global Management, Quality Management, Series 24
Education
St. Lawrence University
Nomura July 2015 - Present
Nomura February 2015 - July 2015
Barclays September 2008 - February 2015
Lehman Brothers August 2007 - September 2008
Dudack Research Group January 2004 - August 2007
UBS Investment Bank January 2002 - January 2004
PaineWebber July 1999 - January 2002
Skills
Equities, Capital Markets, Equity Research, Product Management, Global Management, Quality Management, Series 24
Education
St. Lawrence University
Deidre Coreschi's Lehman Brothers Experience July 1991 - September 2008
Job VP at Neuberger Berman
Industry Investment Banking
Experience
Neuberger Berman September 2008 - Present
Lehman Brothers July 1991 - September 2008
Education
St. Francis College 1993 — 1996
Neuberger Berman September 2008 - Present
Lehman Brothers July 1991 - September 2008
Education
St. Francis College 1993 — 1996
Louis Morgantini's Lehman Brothers Experience 2001 - 2005
Job Director Margin Technology at Citigroup
Industry Information Technology and Services
Experience
Citigroup May 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2010
Fidelity Investments March 2009 - September 2009
GlobeOp Financial Services April 2006 - May 2008
Various firms 2005 - 2006
Lehman Brothers 2001 - 2005
Lehman Brothers September 1996 - April 2000
Bankers Trust 1990 - 1996
Skills
Business Process, Software Documentation, Risk Management, Project Management, Capital Markets, E-commerce, Project Portfolio..., Business Analysis, Analysis, Requirements Gathering, Fixed Income, Trading Systems, Quality Assurance, Derivatives, Databases, Investment Banking, Leadership, Management
Education
University of Medicine and Dentistry of New Jersey 2004 — 2005
BS, Nuclear Medicine Technology
St. Francis College 1983 — 1987
BA, Business Management
Citigroup May 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2010
Fidelity Investments March 2009 - September 2009
GlobeOp Financial Services April 2006 - May 2008
Various firms 2005 - 2006
Lehman Brothers 2001 - 2005
Lehman Brothers September 1996 - April 2000
Bankers Trust 1990 - 1996
Skills
Business Process, Software Documentation, Risk Management, Project Management, Capital Markets, E-commerce, Project Portfolio..., Business Analysis, Analysis, Requirements Gathering, Fixed Income, Trading Systems, Quality Assurance, Derivatives, Databases, Investment Banking, Leadership, Management
Education
University of Medicine and Dentistry of New Jersey 2004 — 2005
BS, Nuclear Medicine Technology
St. Francis College 1983 — 1987
BA, Business Management
Jonathan Weibrecht's Lehman Brothers Experience June 2007 - September 2008
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Lehman Brothers June 2007 - September 2008
Education
Washington University in St. Louis 2005 — 2007
St. Lawrence University 2003 — 2005
Merrill Lynch September 2008 - Present
Lehman Brothers June 2007 - September 2008
Education
Washington University in St. Louis 2005 — 2007
St. Lawrence University 2003 — 2005
Suzanne Hansen's Lehman Brothers Experience 1989 - 1990
Job Senior Vice President Government Practice, Corporate Trust & Securities Services at U.S. Bank
Industry Banking
Experience
U.S. Bank February 2014 - Present
US Bank March 2011 - February 2014
YMCA February 2009 - 2012
JPMorgan Chase 2004 - March 2011
Colson Services 1990 - 2003
Lehman Brothers 1989 - 1990
Refco Securities 1988 - 1989
Skills
Loans, Banking, Credit, Mortgage Banking, Commercial Lending, Financial Services, Portfolio Management, Investments, Commercial Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Securities, Risk Management, Financial Risk, Consumer Lending, Loan Origination, Capital Markets, Cash Management, Asset Management, Relationship Management
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1991
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1979 — 1984
BS, Marketing
U.S. Bank February 2014 - Present
US Bank March 2011 - February 2014
YMCA February 2009 - 2012
JPMorgan Chase 2004 - March 2011
Colson Services 1990 - 2003
Lehman Brothers 1989 - 1990
Refco Securities 1988 - 1989
Skills
Loans, Banking, Credit, Mortgage Banking, Commercial Lending, Financial Services, Portfolio Management, Investments, Commercial Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Securities, Risk Management, Financial Risk, Consumer Lending, Loan Origination, Capital Markets, Cash Management, Asset Management, Relationship Management
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1991
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1979 — 1984
BS, Marketing
Lauren Zdanok's Lehman Brothers Experience June 2007 - August 2007
Job Student at Saint John's University Peter J. Tobin College of Business
Industry Financial Services
Experience
One on One Physical Therapy October 2005 - Present
Lehman Brothers June 2007 - August 2007
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
One on One Physical Therapy October 2005 - Present
Lehman Brothers June 2007 - August 2007
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Nicole Bambace's Lehman Brothers Experience 2000 - 2003
Job Managing Principal at Linium Resources
Industry Financial Services
Experience
Linium Resources October 2011 - Present
DECORUM Search December 2010 - October 2011
Addison Search July 2006 - October 2010
Snelling Staffing Services 2003 - 2005
Lehman Brothers 2000 - 2003
Skills
Human Capital Management, Software Sales, Middle Office, Talent Acquisition, Executive Search, Salary Negotiation, Recruitment/Retention, Permanent Placement, Contract Recruitment, Onboarding, Compensation, Resume Writing, Full-cycle Recruiting, Sourcing, Background Checks, Creative Sourcing, Candidate Development, Direct Sourcing, Sales Recruitment, Software Project..., Software Implementation, Financial Systems..., Operations, Building Relationships, Interviewing, Capital Markets, Staffing Industry, Staffing Services, Staff Development, Deferred Compensation, Recruiting, Benefits Negotiation, Trading, Financial Services, Interviews, Industrial Sector, Personnel Management, SDLC, Consulting, Software Industry, Hiring, College Recruiting, Human Resources, Talent Management, Networking, Internet Recruiting, Temporary Staffing, Temporary Placement
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Marketing, Finance
St Joseph
St Joseph
Linium Resources October 2011 - Present
DECORUM Search December 2010 - October 2011
Addison Search July 2006 - October 2010
Snelling Staffing Services 2003 - 2005
Lehman Brothers 2000 - 2003
Skills
Human Capital Management, Software Sales, Middle Office, Talent Acquisition, Executive Search, Salary Negotiation, Recruitment/Retention, Permanent Placement, Contract Recruitment, Onboarding, Compensation, Resume Writing, Full-cycle Recruiting, Sourcing, Background Checks, Creative Sourcing, Candidate Development, Direct Sourcing, Sales Recruitment, Software Project..., Software Implementation, Financial Systems..., Operations, Building Relationships, Interviewing, Capital Markets, Staffing Industry, Staffing Services, Staff Development, Deferred Compensation, Recruiting, Benefits Negotiation, Trading, Financial Services, Interviews, Industrial Sector, Personnel Management, SDLC, Consulting, Software Industry, Hiring, College Recruiting, Human Resources, Talent Management, Networking, Internet Recruiting, Temporary Staffing, Temporary Placement
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Marketing, Finance
St Joseph
St Joseph
Craig Burns's Lehman Brothers Experience 2010 - Present
Job VP at Lehman Brothers
Industry Real Estate
Experience
Lehman Brothers 2010 - Present
TriMont Real Estate Advisors September 2008 - March 2010
Lehman Brothers August 1997 - March 2008
Skills
Asset Managment, CMBS, Valuation, Due Diligence, Real Estate Economics, Real Estate, Investments, Capital Markets, Financial Modeling, Private Equity, Commercial Real Estate, Portfolio Management
Education
St. Lawrence University 1993 — 1997
Lehman Brothers 2010 - Present
TriMont Real Estate Advisors September 2008 - March 2010
Lehman Brothers August 1997 - March 2008
Skills
Asset Managment, CMBS, Valuation, Due Diligence, Real Estate Economics, Real Estate, Investments, Capital Markets, Financial Modeling, Private Equity, Commercial Real Estate, Portfolio Management
Education
St. Lawrence University 1993 — 1997
Damarys Albino's Lehman Brothers Experience 2000 - 2007
Job Head of Human Resourcs Americas
Industry Financial Services
Experience
Murex April 2014 - Present
Neuberger Berman July 2012 - February 2014
Quantitative Management Associates LLC (Subsidiary of Prudential Financial) May 2007 - August 2012
Prudential Financial May 2007 - August 2012
Lehman Brothers 2000 - 2007
New York Methodist Hospital 1989 - 2000
Skills
Performance Management, Strategic Planning, Coaching, Employee Relations, Employment Law, Talent Management, Policy
Education
Saint Joseph's College
B.S., Organizational Management
Wagner College
Murex April 2014 - Present
Neuberger Berman July 2012 - February 2014
Quantitative Management Associates LLC (Subsidiary of Prudential Financial) May 2007 - August 2012
Prudential Financial May 2007 - August 2012
Lehman Brothers 2000 - 2007
New York Methodist Hospital 1989 - 2000
Skills
Performance Management, Strategic Planning, Coaching, Employee Relations, Employment Law, Talent Management, Policy
Education
Saint Joseph's College
B.S., Organizational Management
Wagner College
Damarys Albino's Lehman Brothers Experience November 2000 - May 2007
Job Director, Human Resources Quantitative Management Associates
Industry Financial Services
Experience
Quantitative Management Associates May 2007 - Present
Lehman Brothers November 2000 - May 2007
New York Methodist Hospital September 1989 - November 2000
Education
St. Joseph's College
B.S., Organizational Management
Quantitative Management Associates May 2007 - Present
Lehman Brothers November 2000 - May 2007
New York Methodist Hospital September 1989 - November 2000
Education
St. Joseph's College
B.S., Organizational Management
Jeff Vorhees's Lehman Brothers Experience May 2006 - August 2006
Job Senior Asset Liability Management Consultant at Catalyst Strategic Solutions
Industry Banking
Experience
Catalyst Strategic Solutions October 2014 - Present
Federal Reserve Bank of Dallas February 2011 - October 2014
Commerce Street Capital,LLC March 2008 - February 2011
Lehman Brothers May 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investments, Due Diligence, Banking, Financial Analysis, Corporate Finance, Strategy, Investment Banking, Portfolio Management, Mergers & Acquisitions, Private Equity, Finance, Credit Analysis, Credit, Credit Risk, Loans, Financial Risk, Commercial Banking, Asset Management
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA
Texas Tech University - Rawls College of Business 2003 — 2007
BBA/BA, Finance/Economics
Catalyst Strategic Solutions October 2014 - Present
Federal Reserve Bank of Dallas February 2011 - October 2014
Commerce Street Capital,LLC March 2008 - February 2011
Lehman Brothers May 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investments, Due Diligence, Banking, Financial Analysis, Corporate Finance, Strategy, Investment Banking, Portfolio Management, Mergers & Acquisitions, Private Equity, Finance, Credit Analysis, Credit, Credit Risk, Loans, Financial Risk, Commercial Banking, Asset Management
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA
Texas Tech University - Rawls College of Business 2003 — 2007
BBA/BA, Finance/Economics
Elizabeth Rose's Lehman Brothers Experience December 2007 - 2008
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Barclays Capital November 2013 - June 2015
Barclays Investment Bank May 2012 - November 2013
Barclays Capital 2008 - May 2013
Lehman Brothers December 2007 - 2008
Van der Moolen September 2005 - November 2007
Van Der Moolen Specialists USA 2005 - 2007
LaBranche & Co. 2002 - 2005
Skills
Equities, Retail, Electronic Trading, Equity Trading, ETFs, Trading Systems, Series 7, Equity Derivatives, Series 63, Options, Bloomberg, Trading, Hedge Funds, Securities, Fixed Income, Financial Markets, Investment Banking
Education
Sotheby's Institute of Art 2015 — 2015
Contemporary Art and Its Markets
University of Virginia 1998 — 2002
Bachelor of Arts (B.A.), History
Bank of America Merrill Lynch September 2015 - Present
Barclays Capital November 2013 - June 2015
Barclays Investment Bank May 2012 - November 2013
Barclays Capital 2008 - May 2013
Lehman Brothers December 2007 - 2008
Van der Moolen September 2005 - November 2007
Van Der Moolen Specialists USA 2005 - 2007
LaBranche & Co. 2002 - 2005
Skills
Equities, Retail, Electronic Trading, Equity Trading, ETFs, Trading Systems, Series 7, Equity Derivatives, Series 63, Options, Bloomberg, Trading, Hedge Funds, Securities, Fixed Income, Financial Markets, Investment Banking
Education
Sotheby's Institute of Art 2015 — 2015
Contemporary Art and Its Markets
University of Virginia 1998 — 2002
Bachelor of Arts (B.A.), History
Stephen Pisciotti's Lehman Brothers Experience March 1994 - March 2008
Job Assistant Vice President at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas February 2010 - Present
Deutsche Bank May 2008 - December 2009
Lehman Brothers March 1994 - March 2008
Skills
Fixed Income, Capital Markets, Equities, Investment Banking
Education
St. Francis College 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
BNP Paribas February 2010 - Present
Deutsche Bank May 2008 - December 2009
Lehman Brothers March 1994 - March 2008
Skills
Fixed Income, Capital Markets, Equities, Investment Banking
Education
St. Francis College 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Ron Hagood's Lehman Brothers Experience 1999 - 2004
Job Director, Investor Relations at Laredo Petroleum
Industry Oil & Energy
Experience
Laredo Petroleum July 2013 - Present
Scarsdale Equities 2010 - July 2013
Southwest Securities 2007 - November 2010
Morgan Stanley 2004 - 2007
Lehman Brothers 1999 - 2004
Education
High School
Southern Methodist University - Cox School of Business
MBA
The University of Texas at Arlington
BS, Economics
Laredo Petroleum July 2013 - Present
Scarsdale Equities 2010 - July 2013
Southwest Securities 2007 - November 2010
Morgan Stanley 2004 - 2007
Lehman Brothers 1999 - 2004
Education
High School
Southern Methodist University - Cox School of Business
MBA
The University of Texas at Arlington
BS, Economics
Hector Cortes's Lehman Brothers Experience July 1988 - May 2005
Job Director Structured Investments Trading at Maxim Group
Industry Capital Markets
Experience
Maxim Group August 2013 - May 2015
The PrinceRidge Group January 2012 - November 2012
Nomura Securities International September 2009 - November 2011
Alliance Bernstein August 2008 - September 2009
Banc of America Securities June 2005 - November 2007
Lehman Brothers July 1988 - May 2005
Skills
Commodity, Credit, Currency, Derivatives, Fixed Income, Foreign Exchange, Funding, Investment Strategies, Management, Trading, Securitization, Hedge Funds, Bloomberg, Capital Markets, Equities, Bonds
Education
Saint John's University - Peter J. Tobin College of Business 1984 — 1988
Bachelor of Science (B.S.)
Wagner College
Master of Business Administration
Maxim Group August 2013 - May 2015
The PrinceRidge Group January 2012 - November 2012
Nomura Securities International September 2009 - November 2011
Alliance Bernstein August 2008 - September 2009
Banc of America Securities June 2005 - November 2007
Lehman Brothers July 1988 - May 2005
Skills
Commodity, Credit, Currency, Derivatives, Fixed Income, Foreign Exchange, Funding, Investment Strategies, Management, Trading, Securitization, Hedge Funds, Bloomberg, Capital Markets, Equities, Bonds
Education
Saint John's University - Peter J. Tobin College of Business 1984 — 1988
Bachelor of Science (B.S.)
Wagner College
Master of Business Administration
Christine Schukat's Lehman Brothers Experience adminsitrative AssistantBrown brothers Harriman & Co.1988 - 1994
Job Administrative assistant at Lehman Brothers
Industry Banking
Experience
Lehman Brothers adminsitrative AssistantBrown brothers Harriman & Co.1988 - 1994
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1996
Lehman Brothers adminsitrative AssistantBrown brothers Harriman & Co.1988 - 1994
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1996
Deirdre O'Donnell's Lehman Brothers Experience 2004 - 2008
Job Career Development Office at Tuck School of Business at Dartmouth College
Industry Investment Banking
Experience
Tuck School of Business at Dartmouth College 2008 - Present
Lehman Brothers 2004 - 2008
Lehman Brothers 1996 - 2004
Lehman Brothers 1992 - 1996
Lehman Brothers 1984 - 1992
American Express January 1982 - December 1984
Education
St. Lawrence University 1978 — 1982
Tuck School of Business at Dartmouth College 2008 - Present
Lehman Brothers 2004 - 2008
Lehman Brothers 1996 - 2004
Lehman Brothers 1992 - 1996
Lehman Brothers 1984 - 1992
American Express January 1982 - December 1984
Education
St. Lawrence University 1978 — 1982
Baptiste Patricia's Lehman Brothers Experience January 2007 - Present
Job Operation Analyst at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers January 2007 - Present
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2002
BS, Accounting
Lehman Brothers January 2007 - Present
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2002
BS, Accounting
Michael Bouloubasis's Lehman Brothers Experience July 1992 - December 2008
Job VICE PRESIDENT
Industry Investment Banking
Experience
Barclays Capital January 2009 - Present
Lehman Brothers July 1992 - December 2008
Education
Saint John's University - Peter J. Tobin College of Business
MBA, FINANCE
Barclays Capital January 2009 - Present
Lehman Brothers July 1992 - December 2008
Education
Saint John's University - Peter J. Tobin College of Business
MBA, FINANCE
Dennis Rizzo's Lehman Brothers Experience February 1992 - November 1995
Job Vice President
Industry Financial Services
Experience
BlackRock September 2009 - Present
Resources Global Professionals March 2008 - October 2009
Morgan Stanley July 2002 - February 2008
Neuberger Berman 2001 - 2002
Citi December 1995 - June 2001
Lehman Brothers February 1992 - November 1995
Kidder Peabody 1985 - 1992
Skills
Capital Markets, Asset Managment, Investment Banking, Financial Services, Asset Management, Risk Management, Equities, Portfolio Management, Financial Reporting, Mutual Funds, Derivatives, Fixed Income, Securities, Financial Modeling, Hedge Funds, Trading, Financial Analysis
Education
St. Francis College
Xaverian
BlackRock September 2009 - Present
Resources Global Professionals March 2008 - October 2009
Morgan Stanley July 2002 - February 2008
Neuberger Berman 2001 - 2002
Citi December 1995 - June 2001
Lehman Brothers February 1992 - November 1995
Kidder Peabody 1985 - 1992
Skills
Capital Markets, Asset Managment, Investment Banking, Financial Services, Asset Management, Risk Management, Equities, Portfolio Management, Financial Reporting, Mutual Funds, Derivatives, Fixed Income, Securities, Financial Modeling, Hedge Funds, Trading, Financial Analysis
Education
St. Francis College
Xaverian
Maria O'Shaughnessy's Lehman Brothers Experience August 2005 - October 2008
Job n/a
Industry Financial Services
Experience
Lehman Brothers August 2005 - October 2008
New York Stock Exchange 2000 - 2005
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Accounting
Lehman Brothers August 2005 - October 2008
New York Stock Exchange 2000 - 2005
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Accounting
Jonathan Biele's Lehman Brothers Experience 2000 - 2005
Job Managing Director, Head of Equity Origination
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
The Donjon Group January 2013 - Present
Citadel Securities August 2010 - January 2013
Cowen and Company July 2007 - August 2010
Lazard Ltd April 2005 - May 2007
Lehman Brothers 2000 - 2005
Skills
Alternative Investments, Capital Markets, Equities, Equity Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Private Equity, Private Placements, Series 7, Valuation
Education
St. Lawrence University 1988 — 1992
BA, History
SunTrust Robinson Humphrey July 2013 - Present
The Donjon Group January 2013 - Present
Citadel Securities August 2010 - January 2013
Cowen and Company July 2007 - August 2010
Lazard Ltd April 2005 - May 2007
Lehman Brothers 2000 - 2005
Skills
Alternative Investments, Capital Markets, Equities, Equity Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Private Equity, Private Placements, Series 7, Valuation
Education
St. Lawrence University 1988 — 1992
BA, History
Josh Laughry's Lehman Brothers Experience June 2005 - May 2009
Job Associate at Traveller Capital Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Traveller Capital Advisors, LLC August 2014 - Present
glendonTodd Capital LLC - SMU Private Equity Practicum January 2014 - May 2014
Traveller Capital Advisors, LLC June 2013 - November 2013
Neuberger Berman May 2009 - June 2012
Lehman Brothers June 2005 - May 2009
Chapman, Hext & Co., P.C. January 2005 - April 2005
Skills
Financial Modeling, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance & Strategy/Entrepreneurship
Southern Methodist University 2000 — 2005
Business, Accounting
Westlake
Westlake
Traveller Capital Advisors, LLC August 2014 - Present
glendonTodd Capital LLC - SMU Private Equity Practicum January 2014 - May 2014
Traveller Capital Advisors, LLC June 2013 - November 2013
Neuberger Berman May 2009 - June 2012
Lehman Brothers June 2005 - May 2009
Chapman, Hext & Co., P.C. January 2005 - April 2005
Skills
Financial Modeling, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance & Strategy/Entrepreneurship
Southern Methodist University 2000 — 2005
Business, Accounting
Westlake
Westlake
John Pruess's Lehman Brothers Experience April 2001 - September 2008
Job AVP at Credit Suisse
Industry Investment Management
Experience
Credit Suisse September 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist September 1998 - March 2001
Skills
Fixed Income, Equities, Portfolio Management, Bloomberg, Investments
Education
Sonoma State University
Credit Suisse September 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist September 1998 - March 2001
Skills
Fixed Income, Equities, Portfolio Management, Bloomberg, Investments
Education
Sonoma State University
Robert Banaski's Lehman Brothers Experience February 2007 - September 2008
Job Chief Administrative Officer at Admirals Bank
Industry Financial Services
Experience
Admirals Bank May 2010 - Present
Capital Crossing Servicing Company LLC September 2008 - May 2010
Lehman Brothers February 2007 - September 2008
Capital Crossing Bank July 1997 - February 2007
First Essex Bank April 1993 - July 1997
Skills
Cash Management, Management, Internal Audit, Strategy, Finance, Consumer Lending, Administration, Start-ups, Business Strategy, Commercial Lending, Refinance, Financial Institutions, Loan Servicing, Executive Management, Credit, Budgets, Loans
Education
Southern New Hampshire University 1990 — 1994
Bachelor of Science, Business Administration
Admirals Bank May 2010 - Present
Capital Crossing Servicing Company LLC September 2008 - May 2010
Lehman Brothers February 2007 - September 2008
Capital Crossing Bank July 1997 - February 2007
First Essex Bank April 1993 - July 1997
Skills
Cash Management, Management, Internal Audit, Strategy, Finance, Consumer Lending, Administration, Start-ups, Business Strategy, Commercial Lending, Refinance, Financial Institutions, Loan Servicing, Executive Management, Credit, Budgets, Loans
Education
Southern New Hampshire University 1990 — 1994
Bachelor of Science, Business Administration
Dominick Ruggiero's Lehman Brothers Experience July 1992 - March 1996
Job Managing Director at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group April 2006 - Present
DZ Bank February 2002 - April 2006
Descap Securities February 1999 - February 2002
Contifinancial Services Corp. March 1996 - February 1999
Lehman Brothers July 1992 - March 1996
Education
St. Lawrence University 1989 — 1992
BA, Economics
Fortress Investment Group April 2006 - Present
DZ Bank February 2002 - April 2006
Descap Securities February 1999 - February 2002
Contifinancial Services Corp. March 1996 - February 1999
Lehman Brothers July 1992 - March 1996
Education
St. Lawrence University 1989 — 1992
BA, Economics
Richard Gochna's Lehman Brothers Experience August 2000 - September 2008
Job AVP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers August 2000 - September 2008
Fidelity Investments January 1999 - August 2000
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1999
B.S., Finance
Deutsche Bank August 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers August 2000 - September 2008
Fidelity Investments January 1999 - August 2000
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1999
B.S., Finance
Kelly O'Grady's Lehman Brothers Experience September 1988 - September 2008
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital 2008 - Present
Lehman Brothers September 1988 - September 2008
Education
St. Joseph's College (IN) 1980 — 1984
B.A., Business
Barclays Capital 2008 - Present
Lehman Brothers September 1988 - September 2008
Education
St. Joseph's College (IN) 1980 — 1984
B.A., Business
Carmela Palumbo's Lehman Brothers Experience March 2003 - March 2004
Job Office Manager, NYL/William O'Connor School
Industry Financial Services
Experience
YAI - NYL/William O'Connor Bay Ridge School July 2012 - Present
National Grid August 2010 - June 2011
BANK OF AMERICA MERRILL LYNCH May 2010 - August 2010
NYC PUBLIC SCHOOLS – M.S. 88 PETER ROUGET, BROOKLYN, NY May 2009 - July 2009
Merrill Lynch December 2008 - May 2009
Merrill Lynch January 2006 - December 2008
Merrill Lynch April 2004 - January 2006
Lehman Brothers March 2003 - March 2004
Merrill Lynch June 1986 - March 2003
Skills
Conferences, Software Documentation, Microsoft Excel, System Administration, Outlook, Leadership, Administrative..., PowerPoint, Human Resources, Banking, Time Management, CRM, PeopleSoft, Finance, Employee Benefits, Strategy, Policy, Onboarding, Project Management, Change Management, Marketing, Payroll, Management, HRIS, Administration, Recruiting, Employee Relations
Education
The Wood School (Secretarial) 1985 — 1986
Secretarial, Cooperative Executive Secretarial Diploma
St. Francis College
Bachelor of Science, Special Studies
YAI - NYL/William O'Connor Bay Ridge School July 2012 - Present
National Grid August 2010 - June 2011
BANK OF AMERICA MERRILL LYNCH May 2010 - August 2010
NYC PUBLIC SCHOOLS – M.S. 88 PETER ROUGET, BROOKLYN, NY May 2009 - July 2009
Merrill Lynch December 2008 - May 2009
Merrill Lynch January 2006 - December 2008
Merrill Lynch April 2004 - January 2006
Lehman Brothers March 2003 - March 2004
Merrill Lynch June 1986 - March 2003
Skills
Conferences, Software Documentation, Microsoft Excel, System Administration, Outlook, Leadership, Administrative..., PowerPoint, Human Resources, Banking, Time Management, CRM, PeopleSoft, Finance, Employee Benefits, Strategy, Policy, Onboarding, Project Management, Change Management, Marketing, Payroll, Management, HRIS, Administration, Recruiting, Employee Relations
Education
The Wood School (Secretarial) 1985 — 1986
Secretarial, Cooperative Executive Secretarial Diploma
St. Francis College
Bachelor of Science, Special Studies
Allison Doyle's Lehman Brothers Experience April 2007 - September 2008
Job Vice President at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities May 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers April 2007 - September 2008
Deutsche Bank August 2004 - April 2007
JPMorgan Chase October 1997 - August 2004
Skills
Swaps, Fixed Income, Derivatives, Middle Office, Trading Systems, Prime Brokerage, Capital Markets, Interest Rate..., Investment Banking, Electronic Trading, Market Data, Bloomberg, Product Control, Equity Derivatives, Interest Rate Swaps
Education
St. John's University, The Peter J. Tobin College of Business
Nomura Securities May 2009 - Present
Barclays Capital September 2008 - May 2009
Lehman Brothers April 2007 - September 2008
Deutsche Bank August 2004 - April 2007
JPMorgan Chase October 1997 - August 2004
Skills
Swaps, Fixed Income, Derivatives, Middle Office, Trading Systems, Prime Brokerage, Capital Markets, Interest Rate..., Investment Banking, Electronic Trading, Market Data, Bloomberg, Product Control, Equity Derivatives, Interest Rate Swaps
Education
St. John's University, The Peter J. Tobin College of Business
Dylan D'Souza's Lehman Brothers Experience May 2007 - April 2009
Job VP Risk Manager at Castleton Commodities International
Industry Financial Services
Experience
Castleton Commodities International January 2010 - Present
ICAP Capital Markets LLC April 2009 - August 2009
Lehman Brothers May 2007 - April 2009
Barclays Capital July 2005 - April 2007
HSBC Securities USA July 2004 - June 2005
HSBC Bank USA May 2003 - June 2004
HSBC Middle East 1993 - 1997
Skills
Trading, Derivatives, FX Options, Options, Commodity, Hedging, Investment Banking, Risk Management, Swaps, Portfolio Management, Credit Risk, Financial Risk, Commodity Markets, Emerging Markets, Credit, Banking, Foreign Exchange
Education
University of California, Santa Barbara 1998 — 2003
PhD, Economics
St. Xavier's College 1990 — 1992
Bachelor of Science (BSc), Physics
Castleton Commodities International January 2010 - Present
ICAP Capital Markets LLC April 2009 - August 2009
Lehman Brothers May 2007 - April 2009
Barclays Capital July 2005 - April 2007
HSBC Securities USA July 2004 - June 2005
HSBC Bank USA May 2003 - June 2004
HSBC Middle East 1993 - 1997
Skills
Trading, Derivatives, FX Options, Options, Commodity, Hedging, Investment Banking, Risk Management, Swaps, Portfolio Management, Credit Risk, Financial Risk, Commodity Markets, Emerging Markets, Credit, Banking, Foreign Exchange
Education
University of California, Santa Barbara 1998 — 2003
PhD, Economics
St. Xavier's College 1990 — 1992
Bachelor of Science (BSc), Physics
Jennifer Boucicaut's Lehman Brothers Experience January 2007 - September 2008
Job HRIS Business Systems Analyst at EmblemHealth
Industry Financial Services
Experience
EmblemHealth April 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers January 2007 - September 2008
Skills
Human Resources, PeopleSoft, Management, Time Management, Employee Benefits, SAP, Private Equity, Administration, Talent Management, Performance Management, HRIS, Onboarding, Employee Relations, Benefits Administration, Applicant Tracking..., Leadership, Talent Acquisition
Education
Saint John's University 2003 — 2007
B.A., Cum Laude, Economics
St. John's University
Bachelor of Arts in Economics, Economics
EmblemHealth April 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers January 2007 - September 2008
Skills
Human Resources, PeopleSoft, Management, Time Management, Employee Benefits, SAP, Private Equity, Administration, Talent Management, Performance Management, HRIS, Onboarding, Employee Relations, Benefits Administration, Applicant Tracking..., Leadership, Talent Acquisition
Education
Saint John's University 2003 — 2007
B.A., Cum Laude, Economics
St. John's University
Bachelor of Arts in Economics, Economics
Atiba Rodriguez's Lehman Brothers Experience January 2005 - February 2009
Job Vice President at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland February 2010 - Present
National Australia Bank March 2009 - February 2010
Lehman Brothers January 2005 - February 2009
Merrill Lynch 2004 - 2004
Skills
Finance, Financial Analysis, Banking, Risk Management, Corporate Finance, Capital Markets, Investment Banking
Education
South Carolina State University 2001 — 2004
Bachelors, Accounting
Royal Bank of Scotland February 2010 - Present
National Australia Bank March 2009 - February 2010
Lehman Brothers January 2005 - February 2009
Merrill Lynch 2004 - 2004
Skills
Finance, Financial Analysis, Banking, Risk Management, Corporate Finance, Capital Markets, Investment Banking
Education
South Carolina State University 2001 — 2004
Bachelors, Accounting
Erica Stauffer's Lehman Brothers Experience July 2004 - September 2008
Job Global Head of University Relations at AIG
Industry Financial Services
Experience
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
Ermino Izzo's Lehman Brothers Experience 2007 - 2008
Job Tax Manager at National Grid
Industry Utilities
Experience
National Grid January 2009 - Present
National Grid January 2009 - Present
lehman brothers 2007 - 2008
Lehman Brothers 1997 - 2008
Bank of New York Mellon 1994 - 1998
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1994
BA, Accounting
National Grid January 2009 - Present
National Grid January 2009 - Present
lehman brothers 2007 - 2008
Lehman Brothers 1997 - 2008
Bank of New York Mellon 1994 - 1998
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1994
BA, Accounting
Nana Addo's Lehman Brothers Experience January 2007 - January 2009
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch May 2013 - Present
Citi November 2012 - May 2013
Citco October 2009 - August 2012
OpenLink Financial March 2009 - September 2009
Lehman Brothers January 2007 - January 2009
Skills
Statistics, Risk Management, Financial Modeling, Hedge Funds, Private Equity, Investment Banking, Alternative Investments, Prime Brokerage, SWIFT messages, SQL, Business Analysis, Business Process..., Client Liaison, Client Integration, Project Management, Product Development, Product Management, Capital Markets, Derivatives, FX Options, CDS, Credit Derivatives, Equities, Fixed Income, Endur, Aexeo, FTP, SFTP, SAS, VBA, Monarch Pro, FIX, FATCA, Market Data, Trading, Settlement, Financial Risk, Equity Derivatives, Bloomberg, Collateral Management, Commodity, Options, Trading Systems, Back Office, Securities Lending, Middle Office, Mutual Funds, Corporate Actions, Banking, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2007
MS, Financial Risk Management / Insurance
University of Ghana 2000 — 2004
Bsc, Statistics and Computer Science
Merrill Lynch May 2013 - Present
Citi November 2012 - May 2013
Citco October 2009 - August 2012
OpenLink Financial March 2009 - September 2009
Lehman Brothers January 2007 - January 2009
Skills
Statistics, Risk Management, Financial Modeling, Hedge Funds, Private Equity, Investment Banking, Alternative Investments, Prime Brokerage, SWIFT messages, SQL, Business Analysis, Business Process..., Client Liaison, Client Integration, Project Management, Product Development, Product Management, Capital Markets, Derivatives, FX Options, CDS, Credit Derivatives, Equities, Fixed Income, Endur, Aexeo, FTP, SFTP, SAS, VBA, Monarch Pro, FIX, FATCA, Market Data, Trading, Settlement, Financial Risk, Equity Derivatives, Bloomberg, Collateral Management, Commodity, Options, Trading Systems, Back Office, Securities Lending, Middle Office, Mutual Funds, Corporate Actions, Banking, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2007
MS, Financial Risk Management / Insurance
University of Ghana 2000 — 2004
Bsc, Statistics and Computer Science
Christopher Pisciotta's Lehman Brothers Experience August 1988 - March 1995
Job Director of Settlement Operations at Scotia Capital
Industry Financial Services
Experience
Scotia Capital May 2010 - Present
Commerzbank AG 2009 - April 2010
Dresdner Kleinwort April 1998 - March 2010
ING December 1995 - February 1998
Lehman Brothers August 1988 - March 1995
SG Warburg 1995 - 1995
Drexel Burnham Lambert March 1986 - June 1988
Goldman Sachs April 1984 - March 1986
Skills
Fixed Income, Business Analysis, Account Reconciliation, Equities, Settlement, Middle Office, Prime Brokerage, Cash Management, Securities, Management, Financial Services, Back Office, Security, Securities Lending, Capital Markets, Hedge Funds, Bonds, Operational Risk, Treasury, Rates, Risk Management, Derivatives, Sarbanes-Oxley Act, Budgets, Financial Risk, Swaps, Investment Banking
Education
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
Bachelor of Science, Management and Quantatative Analysis
Scotia Capital May 2010 - Present
Commerzbank AG 2009 - April 2010
Dresdner Kleinwort April 1998 - March 2010
ING December 1995 - February 1998
Lehman Brothers August 1988 - March 1995
SG Warburg 1995 - 1995
Drexel Burnham Lambert March 1986 - June 1988
Goldman Sachs April 1984 - March 1986
Skills
Fixed Income, Business Analysis, Account Reconciliation, Equities, Settlement, Middle Office, Prime Brokerage, Cash Management, Securities, Management, Financial Services, Back Office, Security, Securities Lending, Capital Markets, Hedge Funds, Bonds, Operational Risk, Treasury, Rates, Risk Management, Derivatives, Sarbanes-Oxley Act, Budgets, Financial Risk, Swaps, Investment Banking
Education
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
Bachelor of Science, Management and Quantatative Analysis
Philip Barone's Lehman Brothers Experience 1995 - 2008
Job Computer Networking Professional
Industry Computer Networking
Experience
Lehman Brothers 1995 - 2008
Chase Manhattan Corporation December 1982 - March 1993
Maersk Line October 1977 - December 1982
Education
St. Francis College 1971 — 1975
BS, MATHEMATICS
Lehman Brothers 1995 - 2008
Chase Manhattan Corporation December 1982 - March 1993
Maersk Line October 1977 - December 1982
Education
St. Francis College 1971 — 1975
BS, MATHEMATICS
Wesley R. Tibbetts, CFA's Lehman Brothers Experience February 2008 - September 2008
Job Analyst at Towle & Co.
Industry Investment Management
Experience
Towle & Co. September 2010 - Present
Neuberger Berman February 2008 - September 2010
Lehman Brothers February 2008 - September 2008
Imperium Holdings 2006 - 2008
Skills
Hedge Funds, Valuation, Equities, Private Equity, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Corporate Finance, Investments, Due Diligence, Fixed Income, Strategy, Fund Of Funds, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Capital IQ, DCF, Emerging Markets, Equity Research, Funding, Investment Management, LBO, Mutual Funds, Securities, Venture Capital, Financial Markets, Business Valuation, IPO, Investment Advisory, Derivatives, Trading, Corporate Development, M&A experience, Series 63, Hedging, Economics, Series 7, Financial Analysis, Finance, Microsoft Office
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University - Cox School of Business 2004 — 2008
BBA - Summa Cum Laude, Finance, Accounting, Economics
Towle & Co. September 2010 - Present
Neuberger Berman February 2008 - September 2010
Lehman Brothers February 2008 - September 2008
Imperium Holdings 2006 - 2008
Skills
Hedge Funds, Valuation, Equities, Private Equity, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Corporate Finance, Investments, Due Diligence, Fixed Income, Strategy, Fund Of Funds, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Capital IQ, DCF, Emerging Markets, Equity Research, Funding, Investment Management, LBO, Mutual Funds, Securities, Venture Capital, Financial Markets, Business Valuation, IPO, Investment Advisory, Derivatives, Trading, Corporate Development, M&A experience, Series 63, Hedging, Economics, Series 7, Financial Analysis, Finance, Microsoft Office
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University - Cox School of Business 2004 — 2008
BBA - Summa Cum Laude, Finance, Accounting, Economics
Niten Ved's Lehman Brothers Experience 1993 - 1997
Job Founder & CEO at NetCom Systems, Inc
Industry Computer & Network Security
Experience
Securview, Inc January 2006 - Present
NetCom Systems, Inc February 1987 - Present
CA Technologies 2000 - 2010
netForensics 1999 - 2004
AXA 1996 - 2000
Lehman Brothers 1993 - 1997
SWIFT October 1985 - March 1993
Acushnet Company March 1983 - October 1985
Skills
Cloud Computing, Identity Management, Security, ISO 27001, Information Security, Network Security, Virtualization, Perl, Enterprise Software, Unix, SaaS, Program Management, Integration, Linux
Education
University of Massachusetts Dartmouth 1984 — 1985
MS, Electrical and Computer Engineering
VJTI 1977 — 1981
BS, Electrical Engineering
St. Xavier's College 1975 — 1977
Int Sc, Science
Securview, Inc January 2006 - Present
NetCom Systems, Inc February 1987 - Present
CA Technologies 2000 - 2010
netForensics 1999 - 2004
AXA 1996 - 2000
Lehman Brothers 1993 - 1997
SWIFT October 1985 - March 1993
Acushnet Company March 1983 - October 1985
Skills
Cloud Computing, Identity Management, Security, ISO 27001, Information Security, Network Security, Virtualization, Perl, Enterprise Software, Unix, SaaS, Program Management, Integration, Linux
Education
University of Massachusetts Dartmouth 1984 — 1985
MS, Electrical and Computer Engineering
VJTI 1977 — 1981
BS, Electrical Engineering
St. Xavier's College 1975 — 1977
Int Sc, Science
Dennis Dempsey's Lehman Brothers Experience 2004 - 2007
Job Vice President Highbridge Capital Management
Industry Financial Services
Experience
Highbridge Capital Management July 2007 - Present
Lehman Brothers 2004 - 2007
Education
Southern Methodist University 2000 — 2004
BBA, Finance
Highbridge Capital Management July 2007 - Present
Lehman Brothers 2004 - 2007
Education
Southern Methodist University 2000 — 2004
BBA, Finance
Anna Garner's Lehman Brothers Experience 1990 - 2008
Job Vice President, Mortgage Backed Securities, Barclays Capital
Industry Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 1990 - 2008
Lehman Brothers 1985 - 1990
Lehman Brothers 1982 - 1985
Skills
Capital Markets, Middle Office, Equities, Bloomberg, Settlement, Trading Systems, Investment Banking, Derivatives, Bonds, Prime Brokerage, Mortgage Lending, Risk Management, Fixed Income, Banking, Securities, Trading, Financial Services, Hedge Funds, Series 7, Project Management
Education
St. Francis College
Business Administration and Management, General
Barclays Capital September 2008 - Present
Lehman Brothers 1990 - 2008
Lehman Brothers 1985 - 1990
Lehman Brothers 1982 - 1985
Skills
Capital Markets, Middle Office, Equities, Bloomberg, Settlement, Trading Systems, Investment Banking, Derivatives, Bonds, Prime Brokerage, Mortgage Lending, Risk Management, Fixed Income, Banking, Securities, Trading, Financial Services, Hedge Funds, Series 7, Project Management
Education
St. Francis College
Business Administration and Management, General
Gerald Casey's Lehman Brothers Experience January 2003 - October 2008
Job Global Quant/Index Sales
Industry Financial Services
Experience
Barclays February 2013 - Present
Nomura November 2008 - October 2012
Lehman Brothers January 2003 - October 2008
Skills
Electronic Trading, Equity Trading, Equities, Hedge Funds, Trading Systems, Program Trading, Capital Markets, Structured Products, Derivatives, Bloomberg, Equity Derivatives, Fixed Income, Middle Office, Prime Brokerage, Trading
Education
St. John's University
History
Barclays February 2013 - Present
Nomura November 2008 - October 2012
Lehman Brothers January 2003 - October 2008
Skills
Electronic Trading, Equity Trading, Equities, Hedge Funds, Trading Systems, Program Trading, Capital Markets, Structured Products, Derivatives, Bloomberg, Equity Derivatives, Fixed Income, Middle Office, Prime Brokerage, Trading
Education
St. John's University
History
Kurt Haney's Lehman Brothers Experience November 1990 - April 2009
Job Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities August 2013 - Present
Argentus Partners April 2010 - August 2013
Lehman Brothers November 1990 - April 2009
Salomon Brothers June 1976 - November 1990
Skills
Banking, Sales Management, New Business Development, Sales Operations, Business Strategy, Marketing Strategy, Portfolio Management, Trading, Financial Analysis
Education
SMU 1975 — 1976
MBA
Texas Tech University 1970 — 1974
BBA Finance Accounting
Deutsche Bank Securities August 2013 - Present
Argentus Partners April 2010 - August 2013
Lehman Brothers November 1990 - April 2009
Salomon Brothers June 1976 - November 1990
Skills
Banking, Sales Management, New Business Development, Sales Operations, Business Strategy, Marketing Strategy, Portfolio Management, Trading, Financial Analysis
Education
SMU 1975 — 1976
MBA
Texas Tech University 1970 — 1974
BBA Finance Accounting
John Miceli's Lehman Brothers Experience July 2005 - July 2008
Job Chief Operating Officer at Alaris Trading Partners, LLC
Industry Financial Services
Experience
Alaris Trading Partners, LLC July 2008 - January 2012
Lehman Brothers July 2005 - July 2008
Goldman Sachs July 1996 - July 2005
Skills
Prime Brokerage, Customer Relations, Policy Analysis, Process Development, Operations Management, Employee Management, Product Development, Project Implementation, Start-ups, Hedge Funds, Middle Office, Risk Management, Tactical Planning, Strategic Planning, Capital Markets, Client Services, Client Relationship...
Education
St. John's University, The Peter J. Tobin College of Business
BS, MBA, Accounting, Finance
Alaris Trading Partners, LLC July 2008 - January 2012
Lehman Brothers July 2005 - July 2008
Goldman Sachs July 1996 - July 2005
Skills
Prime Brokerage, Customer Relations, Policy Analysis, Process Development, Operations Management, Employee Management, Product Development, Project Implementation, Start-ups, Hedge Funds, Middle Office, Risk Management, Tactical Planning, Strategic Planning, Capital Markets, Client Services, Client Relationship...
Education
St. John's University, The Peter J. Tobin College of Business
BS, MBA, Accounting, Finance
Sharon Hsu's Lehman Brothers Experience January 2002 - September 2003
Job VP, Sourcing at Lloyds Banking Group
Industry Financial Services
Experience
Lloyds Banking Group June 2012 - Present
Lloyds Banking Group May 2010 - June 2012
Citi May 2005 - March 2009
RBC September 2003 - May 2005
Lehman Brothers January 2002 - September 2003
Zweig-Dimenna Associates January 2000 - January 2002
Skills
Risk Management, Governance, Sourcing, Project Management, Procurement, Banking, Operational Risk, Vendor Management, Policy Analysis, Business Analysis, Vendor Contracts, Business Continuity, Disaster Recovery
Education
St. John's University
Bachelor's degree, Finance, General
Lloyds Banking Group June 2012 - Present
Lloyds Banking Group May 2010 - June 2012
Citi May 2005 - March 2009
RBC September 2003 - May 2005
Lehman Brothers January 2002 - September 2003
Zweig-Dimenna Associates January 2000 - January 2002
Skills
Risk Management, Governance, Sourcing, Project Management, Procurement, Banking, Operational Risk, Vendor Management, Policy Analysis, Business Analysis, Vendor Contracts, Business Continuity, Disaster Recovery
Education
St. John's University
Bachelor's degree, Finance, General
Donna Joyce's Lehman Brothers Experience 1991 - 1993
Job Product Manager at SunGard InvesTier
Industry Investment Management
Experience
SunGard - InvesTier March 2010 - Present
Ivy Asset Management 2004 - June 2010
Pyramid Consulting, Inc. 1999 - 2004
D. E. Shaw & Co. 1993 - 1999
Lehman Brothers 1991 - 1993
KPMG Peat Marwick 1986 - 1991
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Business Analysis, Financial Analysis, Fund Accounting, Accounting, Valuation, Securities, Investments, Investor Relations, Equities, Asset Management, Fixed Income, Cash Management, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
Bachelor of Science, Accounting
SunGard - InvesTier March 2010 - Present
Ivy Asset Management 2004 - June 2010
Pyramid Consulting, Inc. 1999 - 2004
D. E. Shaw & Co. 1993 - 1999
Lehman Brothers 1991 - 1993
KPMG Peat Marwick 1986 - 1991
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Business Analysis, Financial Analysis, Fund Accounting, Accounting, Valuation, Securities, Investments, Investor Relations, Equities, Asset Management, Fixed Income, Cash Management, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
Bachelor of Science, Accounting
Alana Hewitt's Lehman Brothers Experience 2007 - 2007
Job Senior Buyer at Amazon
Industry Apparel & Fashion
Experience
Amazon March 2015 - Present
Amazon June 2013 - March 2015
TrendNest, Inc June 2012 - May 2013
DrJays.com/DJPremium.com August 2010 - June 2012
Macy's Merchandising Group June 2008 - August 2010
Lehman Brothers 2007 - 2007
Lehman Brothers 2006 - 2006
Skills
Merchandising, Retail, Fashion, Trend Analysis, Open to Buy Management, E-commerce Optimization, New Vendor Development, Strategic Financial..., Dropship Development, Product Assortment..., Product Development, Vendor Management..., Marketing Strategy, Apparel, Brand Development, E-commerce, Footwear, Inventory Management, Trend, Pricing, Private Label, Brand Management, Forecasting, Assortment
Education
Spelman College
Bachelor of Arts, Economics
Amazon March 2015 - Present
Amazon June 2013 - March 2015
TrendNest, Inc June 2012 - May 2013
DrJays.com/DJPremium.com August 2010 - June 2012
Macy's Merchandising Group June 2008 - August 2010
Lehman Brothers 2007 - 2007
Lehman Brothers 2006 - 2006
Skills
Merchandising, Retail, Fashion, Trend Analysis, Open to Buy Management, E-commerce Optimization, New Vendor Development, Strategic Financial..., Dropship Development, Product Assortment..., Product Development, Vendor Management..., Marketing Strategy, Apparel, Brand Development, E-commerce, Footwear, Inventory Management, Trend, Pricing, Private Label, Brand Management, Forecasting, Assortment
Education
Spelman College
Bachelor of Arts, Economics
Venkata Kondoju's Lehman Brothers Experience September 2006 - April 2007
Job Senior Software Programmer at Lockheed Martin
Industry Information Technology and Services
Experience
Lockheed Martin October 2012 - Present
TIAA CREF June 2010 - September 2012
BNY Mellon November 2009 - May 2010
Advanta Bank Corp. July 2008 - October 2009
Merck January 2008 - June 2008
SnapOn Business Solutions May 2007 - December 2007
Lehman Brothers September 2006 - April 2007
AT&T April 2006 - September 2006
Well Found Decade Corporation December 2005 - March 2006
Skills
SOA, Web Services, Weblogic, Agile Methodologies, Websphere, Java
Education
St. Cloud State University 2003 — 2005
Master's degree, Computer Science, A
Golden Valley Institute of Technology 1996 — 2000
Bachelor's degree, Electrical and Electronics Engineering, A
Lockheed Martin October 2012 - Present
TIAA CREF June 2010 - September 2012
BNY Mellon November 2009 - May 2010
Advanta Bank Corp. July 2008 - October 2009
Merck January 2008 - June 2008
SnapOn Business Solutions May 2007 - December 2007
Lehman Brothers September 2006 - April 2007
AT&T April 2006 - September 2006
Well Found Decade Corporation December 2005 - March 2006
Skills
SOA, Web Services, Weblogic, Agile Methodologies, Websphere, Java
Education
St. Cloud State University 2003 — 2005
Master's degree, Computer Science, A
Golden Valley Institute of Technology 1996 — 2000
Bachelor's degree, Electrical and Electronics Engineering, A
Julia Saunders's Lehman Brothers Experience 2004 - 2008
Job Senior Vice President at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets September 2008 - Present
Lehman Brothers 2004 - 2008
Merrill Lynch August 1999 - May 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Hedge Funds, Asset Management, Portfolio Management, Securities, Fixed Income
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Entrepreneurship
Spelman College 1989 — 1994
BA, Mathematics
Loop Capital Markets September 2008 - Present
Lehman Brothers 2004 - 2008
Merrill Lynch August 1999 - May 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Hedge Funds, Asset Management, Portfolio Management, Securities, Fixed Income
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Entrepreneurship
Spelman College 1989 — 1994
BA, Mathematics
Chris England's Lehman Brothers Experience May 2007 - September 2008
Job Sales Trader
Industry Investment Banking
Experience
Barclays March 2015 - Present
Barclays Capital March 2011 - March 2015
Barclays Capital September 2008 - March 2011
Lehman Brothers May 2007 - September 2008
Skills
Series 7, Series 63, Equities, Middle Office, Electronic Trading, Equity Derivatives, Derivatives, Trading Systems, Equity Trading, Bloomberg, Swaps, Capital Markets, series 55, Hedge Funds, Options
Education
Springfield College 2002 — 2005
Bachelors of Science, Sport Managament/Business
Barclays March 2015 - Present
Barclays Capital March 2011 - March 2015
Barclays Capital September 2008 - March 2011
Lehman Brothers May 2007 - September 2008
Skills
Series 7, Series 63, Equities, Middle Office, Electronic Trading, Equity Derivatives, Derivatives, Trading Systems, Equity Trading, Bloomberg, Swaps, Capital Markets, series 55, Hedge Funds, Options
Education
Springfield College 2002 — 2005
Bachelors of Science, Sport Managament/Business
Sherri Berkowitz's Lehman Brothers Experience July 1986 - September 1998
Job Accounting Administrator at IT Initiatives, Inc.
Industry Accounting
Experience
IT Initiatives, Inc. November 2014 - Present
Spare Pair Optical September 2010 - 2014
Lehman Brothers July 1986 - September 1998
Chase September 1980 - August 1983
Ernst & Whinney September 1980 - August 1983
Skills
Accounting, Account Management, Outlook, Financial Reporting, Leadership, Microsoft Office, Time Management, Microsoft Excel, Corporate Finance, Microsoft Word, PowerPoint, Management, QuickBooks, Finance, Corporate Law, Employment Law, CPA
Education
St. John's University School of Law 1978 — 1980
Doctor of Law (J.D.)
Brooklyn College
Bachelor of Science (B.S.), Accounting
IT Initiatives, Inc. November 2014 - Present
Spare Pair Optical September 2010 - 2014
Lehman Brothers July 1986 - September 1998
Chase September 1980 - August 1983
Ernst & Whinney September 1980 - August 1983
Skills
Accounting, Account Management, Outlook, Financial Reporting, Leadership, Microsoft Office, Time Management, Microsoft Excel, Corporate Finance, Microsoft Word, PowerPoint, Management, QuickBooks, Finance, Corporate Law, Employment Law, CPA
Education
St. John's University School of Law 1978 — 1980
Doctor of Law (J.D.)
Brooklyn College
Bachelor of Science (B.S.), Accounting
danae flood's Lehman Brothers Experience 1986 - 1994
Job
Industry
Experience
Lehman Brothers 1986 - 1994
Skills
Capital Markets, Equities, PowerPoint, Series 7, Research, Financial Analysis, Series 63, Financial Markets, Trading Systems, Hedge Funds, Wealth Management, Options, Equity Trading, Securities, Asset Management, Electronic Trading, Equity Derivatives, Trading, Investment Advisory, Bloomberg, Investments, Emerging Markets, Investment Management, Derivatives, FINRA, Investment Banking, ETFs, Series 24, Technical Analysis, Trading Strategies, Bloomberg Terminal, Investment Strategies, Equity Research
Education
St. Lawrence University 1973 — 1977
Bachelor of Arts (BA), Economics
Lehman Brothers 1986 - 1994
Skills
Capital Markets, Equities, PowerPoint, Series 7, Research, Financial Analysis, Series 63, Financial Markets, Trading Systems, Hedge Funds, Wealth Management, Options, Equity Trading, Securities, Asset Management, Electronic Trading, Equity Derivatives, Trading, Investment Advisory, Bloomberg, Investments, Emerging Markets, Investment Management, Derivatives, FINRA, Investment Banking, ETFs, Series 24, Technical Analysis, Trading Strategies, Bloomberg Terminal, Investment Strategies, Equity Research
Education
St. Lawrence University 1973 — 1977
Bachelor of Arts (BA), Economics
Heejung Ryoo's Lehman Brothers Experience May 2004 - September 2008
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers May 2004 - September 2008
Lehman Brothers August 2003 - May 2004
Education
University of Pennsylvania, Wharton School 2001 — 2003
MBA, Finance
서강대학교 / Sogang University
Bachelor of Science (B.S.), Chemistry
Barclays Capital September 2008 - Present
Lehman Brothers May 2004 - September 2008
Lehman Brothers August 2003 - May 2004
Education
University of Pennsylvania, Wharton School 2001 — 2003
MBA, Finance
서강대학교 / Sogang University
Bachelor of Science (B.S.), Chemistry
Jerry Truzzolino's Lehman Brothers Experience 2006 - 2008
Job Chief Financial Officer at SK Capital Partners
Industry Financial Services
Experience
SK Capital Partners January 2015 - Present
CI Capital Partners June 2011 - January 2015
IFC - International Finance Corporation March 2010 - May 2011
Neuberger Berman 2008 - 2009
Lehman Brothers 2006 - 2008
The Blackstone Group February 2006 - February 2007
Goldman Sachs October 1992 - February 2003
Skills
Asset Management, Asset Managment, Finance, Financial Analysis, Financial Modeling, Private Equity, Auditing, Due Diligence, Corporate Finance, Hedge Funds, Capital Markets, Alternative Investments, Equities
Education
St. John's University
Accounting
SK Capital Partners January 2015 - Present
CI Capital Partners June 2011 - January 2015
IFC - International Finance Corporation March 2010 - May 2011
Neuberger Berman 2008 - 2009
Lehman Brothers 2006 - 2008
The Blackstone Group February 2006 - February 2007
Goldman Sachs October 1992 - February 2003
Skills
Asset Management, Asset Managment, Finance, Financial Analysis, Financial Modeling, Private Equity, Auditing, Due Diligence, Corporate Finance, Hedge Funds, Capital Markets, Alternative Investments, Equities
Education
St. John's University
Accounting
Steven Jaime's Lehman Brothers Experience 2001 - 2003
Job Vice PresidentInvestments
Industry Investment Management
Experience
Ladenburg Thalmann Private Client Group & Middle Institutional MktsMorgan KeeganRaymond James2011 - 2013
Assent, LLC 2009 - 2011
Oppenheimer & Co. Inc. 2008 - 2009
Merrill Lynch 2005 - 2007
Lehman Brothers 2001 - 2003
Skills
Alternative Investments, Investments, Mutual Funds, Securities, Investment Strategies, Asset Allocation, Hedge Funds, Options, Investment Management, Asset Management, Equities, Trading, Capital Markets, Equity Trading, Hedging, Investment Banking, Valuation, Private Equity, Wealth Management, Fixed Income, Portfolio Management, Technical Analysis, Fundamental Analysis
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Finance
Texas Tech University 1990 — 1994
BBA, Finance
Ladenburg Thalmann Private Client Group & Middle Institutional MktsMorgan KeeganRaymond James2011 - 2013
Assent, LLC 2009 - 2011
Oppenheimer & Co. Inc. 2008 - 2009
Merrill Lynch 2005 - 2007
Lehman Brothers 2001 - 2003
Skills
Alternative Investments, Investments, Mutual Funds, Securities, Investment Strategies, Asset Allocation, Hedge Funds, Options, Investment Management, Asset Management, Equities, Trading, Capital Markets, Equity Trading, Hedging, Investment Banking, Valuation, Private Equity, Wealth Management, Fixed Income, Portfolio Management, Technical Analysis, Fundamental Analysis
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Finance
Texas Tech University 1990 — 1994
BBA, Finance
John F. Soper, CPA's Lehman Brothers Experience May 1987 - March 1994
Job Senior Consultant at Avid Consulting
Industry Financial Services
Experience
Avid Consulting March 2015 - Present
Enterprise Solution Providers March 2013 - August 2014
Panache Resources & Systems June 2005 - March 2013
Trafin Corp June 2004 - June 2005
Daiwa Securities September 2003 - June 2004
Barclays Capital May 2000 - August 2003
ShopBistro.com November 1999 - April 2000
Banker's Trust June 1996 - October 1999
Barclays Capital March 1994 - June 1996
Lehman Brothers May 1987 - March 1994
Skills
Accounting, Financial Analysis, Problem Solving, Project Management, Change Management, Management Consulting, Operations Management, Strategic Planning, Financial Reporting, Foreign Currency..., Equity Derivatives, Credit Derivatives, Financial Controlling, Front to Back Office, Prime Brokerage, Fixed Income Derivatives, Market and Credit Risk..., Hedge Fund Services, Fixed Income, Derivatives, Financial Services, Securities, Equities, Product Control, Hedge Funds, Capital Markets, Investment Banking, Financial Risk, Swaps, Interest Rate..., Back Office, Middle Office, Business Analysis, Auditing, Analysis, Securitization, Account Reconciliation, Liquidity Risk, Market Risk, Financial Audits, Credit Risk
Education
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Avid Consulting March 2015 - Present
Enterprise Solution Providers March 2013 - August 2014
Panache Resources & Systems June 2005 - March 2013
Trafin Corp June 2004 - June 2005
Daiwa Securities September 2003 - June 2004
Barclays Capital May 2000 - August 2003
ShopBistro.com November 1999 - April 2000
Banker's Trust June 1996 - October 1999
Barclays Capital March 1994 - June 1996
Lehman Brothers May 1987 - March 1994
Skills
Accounting, Financial Analysis, Problem Solving, Project Management, Change Management, Management Consulting, Operations Management, Strategic Planning, Financial Reporting, Foreign Currency..., Equity Derivatives, Credit Derivatives, Financial Controlling, Front to Back Office, Prime Brokerage, Fixed Income Derivatives, Market and Credit Risk..., Hedge Fund Services, Fixed Income, Derivatives, Financial Services, Securities, Equities, Product Control, Hedge Funds, Capital Markets, Investment Banking, Financial Risk, Swaps, Interest Rate..., Back Office, Middle Office, Business Analysis, Auditing, Analysis, Securitization, Account Reconciliation, Liquidity Risk, Market Risk, Financial Audits, Credit Risk
Education
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Erica Therriault's Lehman Brothers Experience 2000 - 2002
Job VP Sales Supervision at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2009 - 2011
Bank of America 2004 - 2009
Lehman Brothers 2000 - 2002
Lehman Brothers 1999 - 2000
Lehman Brothers 1998 - 1999
Skills
Customer Service, Management, Banking, Risk Management, Microsoft Office, Equity Derivatives, Operating Systems, Supervision, Six Sigma, Process Improvement, Executive Management
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1998
BS - Bachelor of Science, Finance
Bank of America Merrill Lynch 2009 - 2011
Bank of America 2004 - 2009
Lehman Brothers 2000 - 2002
Lehman Brothers 1999 - 2000
Lehman Brothers 1998 - 1999
Skills
Customer Service, Management, Banking, Risk Management, Microsoft Office, Equity Derivatives, Operating Systems, Supervision, Six Sigma, Process Improvement, Executive Management
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1998
BS - Bachelor of Science, Finance
Ken Mekoba's Lehman Brothers Experience August 1987 - July 2001
Job Financial Services Professional at Track Asset Solutions
Industry Banking
Experience
Barclays Investment Bank June 2013 - Present
Credit-Suisse,USA July 2001 - December 2010
Lehman Brothers August 1987 - July 2001
Skills
Risk Management, Portfolio Management, Financial Analysis, Mortgage Lending, Fixed Income, Bank Reconciliation, Security Clearance, Collateral Management, Funding, Assets Recovery, Cash Management, Account Reconciliation, MBS, Loans, Securities, Financial Services
Education
Rutgers, The State University of New Jersey-Newa
Southeastern University
Finance and Financial Management Services
Barclays Investment Bank June 2013 - Present
Credit-Suisse,USA July 2001 - December 2010
Lehman Brothers August 1987 - July 2001
Skills
Risk Management, Portfolio Management, Financial Analysis, Mortgage Lending, Fixed Income, Bank Reconciliation, Security Clearance, Collateral Management, Funding, Assets Recovery, Cash Management, Account Reconciliation, MBS, Loans, Securities, Financial Services
Education
Rutgers, The State University of New Jersey-Newa
Southeastern University
Finance and Financial Management Services
Angelo Messina's Lehman Brothers Experience 2000 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2014 - Present
North Shore-LIJ Health System June 2013 - Present
Hunter EMS September 2012 - June 2013
Barclays October 2008 - August 2011
Lehman Brothers 2000 - 2008
Skills
Fixed Income, Back Office, Middle Office, Prime Brokerage, Settlement, Capital Markets, Bonds, Bloomberg, Derivatives, Equities, Financial Services, Hedge Funds
Education
St. John's University 1985 — 1990
Bachelor's degree, Business Administration and Management, General
St. John's University Jamacia N.Y.
Bachelor of Science (BS), Business Administration, Management and Operations
Oppenheimer & Co. Inc. January 2014 - Present
North Shore-LIJ Health System June 2013 - Present
Hunter EMS September 2012 - June 2013
Barclays October 2008 - August 2011
Lehman Brothers 2000 - 2008
Skills
Fixed Income, Back Office, Middle Office, Prime Brokerage, Settlement, Capital Markets, Bonds, Bloomberg, Derivatives, Equities, Financial Services, Hedge Funds
Education
St. John's University 1985 — 1990
Bachelor's degree, Business Administration and Management, General
St. John's University Jamacia N.Y.
Bachelor of Science (BS), Business Administration, Management and Operations
Kyra Mahoney's Lehman Brothers Experience June 2008 - July 2008
Job Warehouse Operations Supervisor at McMasterCarr
Industry Management Consulting
Experience
McMaster-Carr September 2013 - Present
Deloitte Consulting July 2010 - July 2013
Google June 2009 - August 2009
Lehman Brothers June 2008 - July 2008
Skills
Management Consulting, Business Strategy, Business Process..., Financial Modeling, Strategy, Corporate Finance, Data Analysis, Due Diligence, Financial Analysis, Business Analysis, Analytics, Competitive Analysis, Economics, Analysis, Leadership
Education
Spelman College 2006 — 2010
BA, Economics
Holton-Arms 2002 — 2006
Leadership Education and Development (LEAD) 2005 — 2005
University of Michigan, Business
McMaster-Carr September 2013 - Present
Deloitte Consulting July 2010 - July 2013
Google June 2009 - August 2009
Lehman Brothers June 2008 - July 2008
Skills
Management Consulting, Business Strategy, Business Process..., Financial Modeling, Strategy, Corporate Finance, Data Analysis, Due Diligence, Financial Analysis, Business Analysis, Analytics, Competitive Analysis, Economics, Analysis, Leadership
Education
Spelman College 2006 — 2010
BA, Economics
Holton-Arms 2002 — 2006
Leadership Education and Development (LEAD) 2005 — 2005
University of Michigan, Business
Robert Garofolo's Lehman Brothers Experience December 1993 - February 2007
Job Director Institutional Equity Trading at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2012 - Present
Deutsche Bank December 2009 - August 2012
Cantor Fitzgerald April 2007 - November 2009
Lehman Brothers December 1993 - February 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Bonds, Business Analysis, Business Strategy, Capital Markets, Buy-side, Corporate Finance, Derivatives, ETFs, Electronic Trading, Equities, Equity Capital Markets, Equity Derivatives, Equity Research, Equity Trading, FX trading, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Hedging, High Yield, Institutional, Investment Banking, Investment Management, Investment Strategies, Investments, Market Making, Mergers, Middle Office, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Private Equity, Program Trading, Proprietary Trading, Securities, Risk Management, Series 63, Series 24, Series 7, Strategic Financial..., Relationship Management
Education
St. Norbert College 1989 — 1993
Bachelor Business Administration, Finance Major, Econ Minor
BMO Capital Markets August 2012 - Present
Deutsche Bank December 2009 - August 2012
Cantor Fitzgerald April 2007 - November 2009
Lehman Brothers December 1993 - February 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Bonds, Business Analysis, Business Strategy, Capital Markets, Buy-side, Corporate Finance, Derivatives, ETFs, Electronic Trading, Equities, Equity Capital Markets, Equity Derivatives, Equity Research, Equity Trading, FX trading, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Hedging, High Yield, Institutional, Investment Banking, Investment Management, Investment Strategies, Investments, Market Making, Mergers, Middle Office, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Private Equity, Program Trading, Proprietary Trading, Securities, Risk Management, Series 63, Series 24, Series 7, Strategic Financial..., Relationship Management
Education
St. Norbert College 1989 — 1993
Bachelor Business Administration, Finance Major, Econ Minor
Kelly O'Grady's Lehman Brothers Experience September 1988 - September 2008
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers September 1988 - September 2008
Education
St. Joseph's College (IN) 1980 — 1984
BS, Business
Barclays Capital September 2008 - Present
Lehman Brothers September 1988 - September 2008
Education
St. Joseph's College (IN) 1980 — 1984
BS, Business
James Balben's Lehman Brothers Experience July 2007 - February 2008
Job Faculty at The Gunnery School
Industry Primary/Secondary Education
Experience
The Gunnery School August 2011 - Present
Wagner College August 2009 - June 2011
Culver Academies August 2008 - July 2009
Lehman Brothers July 2007 - February 2008
Education
Wagner College 2009 — 2011
MBA, Finance
St. Lawrence University 2003 — 2007
Bachelor of Arts, History
The Gunnery School August 2011 - Present
Wagner College August 2009 - June 2011
Culver Academies August 2008 - July 2009
Lehman Brothers July 2007 - February 2008
Education
Wagner College 2009 — 2011
MBA, Finance
St. Lawrence University 2003 — 2007
Bachelor of Arts, History
Richard Byron's Lehman Brothers Experience December 1991 - June 1994
Job Program Manager Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 1994 - Present
Lehman Brothers December 1991 - June 1994
The New York Times January 1986 - March 1990
Education
Southern Connecticut State University 1978 — 1982
Bachelor of Science, Criminology
Computer Processing Institute
Certification 12 months, IT Management & Operations
Bank of America Merrill Lynch June 1994 - Present
Lehman Brothers December 1991 - June 1994
The New York Times January 1986 - March 1990
Education
Southern Connecticut State University 1978 — 1982
Bachelor of Science, Criminology
Computer Processing Institute
Certification 12 months, IT Management & Operations
Deepika Bhumireddy's Lehman Brothers Experience June 2008 - December 2008
Job at Apple
Industry Computer Software
Experience
Apple June 2013 - Present
JPMorgan Chase May 2012 - May 2013
Deutsche Bank April 2011 - May 2012
Apple January 2009 - March 2011
Lehman Brothers June 2008 - December 2008
Ameriprise Financial April 2006 - May 2008
British Telecom Communicator June 2005 - April 2006
Skills
unix, plsql, Production Support, Autosys, Unix Shell Scripting, Control-M, Sybase, Oracle SQL, SQL*Plus, Shell Scripting, Applications Support, Ksh, Solaris, DB2, SQL, JCL, Databases, AIX, SDLC, DB2/SQL, Incident Management, ITIL
Education
Sri Venkateswara University 2000 — 2004
Bachelors
Apple June 2013 - Present
JPMorgan Chase May 2012 - May 2013
Deutsche Bank April 2011 - May 2012
Apple January 2009 - March 2011
Lehman Brothers June 2008 - December 2008
Ameriprise Financial April 2006 - May 2008
British Telecom Communicator June 2005 - April 2006
Skills
unix, plsql, Production Support, Autosys, Unix Shell Scripting, Control-M, Sybase, Oracle SQL, SQL*Plus, Shell Scripting, Applications Support, Ksh, Solaris, DB2, SQL, JCL, Databases, AIX, SDLC, DB2/SQL, Incident Management, ITIL
Education
Sri Venkateswara University 2000 — 2004
Bachelors
Jim Crandell's Lehman Brothers Experience 1999 - 2008
Job
Industry Investment Banking
Experience
Cowen and Company 2013 - Present
Distribution Now May 2014 - June 2014
Dahlman Rose & Co. 2011 - 2013
Barclays Investment Bank 2008 - 2011
Lehman Brothers 1999 - 2008
Salomon Brothers 1981 - 1997
Connecticut Mutual Life 1978 - 1981
Standard and Poors 1977 - 1978
Skills
Microsoft Excel, Microsoft Word, Oil & Gas Industry, Equities, Customer Service, Investment Banking, Microsoft Office, Valuation, PowerPoint, Equity Research, Financial Modeling, Financial Analysis, Equity Trading, Management, Hedge Funds
Education
Saint Lawrence University
Cowen and Company 2013 - Present
Distribution Now May 2014 - June 2014
Dahlman Rose & Co. 2011 - 2013
Barclays Investment Bank 2008 - 2011
Lehman Brothers 1999 - 2008
Salomon Brothers 1981 - 1997
Connecticut Mutual Life 1978 - 1981
Standard and Poors 1977 - 1978
Skills
Microsoft Excel, Microsoft Word, Oil & Gas Industry, Equities, Customer Service, Investment Banking, Microsoft Office, Valuation, PowerPoint, Equity Research, Financial Modeling, Financial Analysis, Equity Trading, Management, Hedge Funds
Education
Saint Lawrence University
Anthony Reres's Lehman Brothers Experience 1992 - 1994
Job Floor Broker at Juco Trading
Industry Financial Services
Experience
Juco Trading 1995 - Present
Americorp Securities 1994 - 1995
Lehman Brothers 1992 - 1994
Skills
Trading, Derivatives, Hedge Funds, Financial Markets
Education
St. John's University 1988 — 1992
BS, Economics
xaverian high school
xaverian high school
Juco Trading 1995 - Present
Americorp Securities 1994 - 1995
Lehman Brothers 1992 - 1994
Skills
Trading, Derivatives, Hedge Funds, Financial Markets
Education
St. John's University 1988 — 1992
BS, Economics
xaverian high school
xaverian high school
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS