Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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Lehman Brothers Employees
Employee
Years
Job
Industry
Robert Maurer Robert Maurer's Lehman Brothers Experience December 2005 - February 2008
Job Manager, Enterprise Project Delivery at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2010 - Present
Aurora Bank FSB November 2009 - November 2010
Fiserv ISS/Lincoln Trust Company April 2008 - November 2009
Lehman Brothers December 2005 - February 2008
Alchemy Consulting May 2004 - February 2006
TIAA-CREF June 1999 - September 2003
TIAA-CREF August 1994 - June 1999
Skills
Vendor Management, Process Improvement, Business Process..., Change Management, Business Analysis, Program Management, Project Management, Risk Management, Cross-functional Team..., PMP, Team Building, Team Leadership, Leadership, Business Process..., Performance Management, Integration, Strategy, Management, Budgets, Agile Methodologies, Analysis, Business Intelligence, PMO, Enterprise Software, Project Delivery, Project Planning, Testing, Analytics, SDLC, Business Requirements, Business Process, Project Portfolio..., Visio, Requirements Analysis, Software Project...
Education
Kenyon College
BA, Psychology
Stanford University
Advanced Project Management Certificate
University of Denver - Daniels College of Business
MBA
OppenheimerFunds November 2010 - Present
Aurora Bank FSB November 2009 - November 2010
Fiserv ISS/Lincoln Trust Company April 2008 - November 2009
Lehman Brothers December 2005 - February 2008
Alchemy Consulting May 2004 - February 2006
TIAA-CREF June 1999 - September 2003
TIAA-CREF August 1994 - June 1999
Skills
Vendor Management, Process Improvement, Business Process..., Change Management, Business Analysis, Program Management, Project Management, Risk Management, Cross-functional Team..., PMP, Team Building, Team Leadership, Leadership, Business Process..., Performance Management, Integration, Strategy, Management, Budgets, Agile Methodologies, Analysis, Business Intelligence, PMO, Enterprise Software, Project Delivery, Project Planning, Testing, Analytics, SDLC, Business Requirements, Business Process, Project Portfolio..., Visio, Requirements Analysis, Software Project...
Education
Kenyon College
BA, Psychology
Stanford University
Advanced Project Management Certificate
University of Denver - Daniels College of Business
MBA
BRUNILDA SHTYLLA BRUNILDA SHTYLLA's Lehman Brothers Experience 2002 - 2002
Job Business Development Professional
Industry Medical Devices
Experience
Independent Consultant March 2012 - Present
LifeScan June 2010 - 2012
LifeScan March 2009 - August 2010
LifeScan, Inc., a Johnson & Johnson company 2007 - 2009
LifeScan, a Johnson & Johnson Company January 2005 - December 2006
LifeScan August 2003 - December 2004
Lehman Brothers 2002 - 2002
Skills
Strategic Thinking, Competitive Assessment, Cross-functional Team..., Deal Negotiation, Project Management, Mergers, Acquisition Integration, Go-to-market Strategy, Valuation, Strategy, Mergers & Acquisitions, Product Launch, Medical Devices, Product Development, Product Management, Leadership, Competitive Analysis, Start-ups, Six Sigma, Negotiation, Financial Modeling, Marketing Strategy, Commercialization, Venture Capital, Due Diligence, Market Analysis, Manufacturing, Marketing, R&D, Product Marketing, Business Development, Global Marketing, Strategic Partnerships, Analysis, Market Development, FDA, Pharmaceutical Industry, Business Planning, Technology Transfer, Biotechnology
Education
Stanford University Graduate School of Business
MBA
Universiteti i Tiranës
Economics
Wayne State University
Bachelor of Science (BS), Business Administration and Management, General
Youngstown State University
Master of Science (MS), Mathematics
Independent Consultant March 2012 - Present
LifeScan June 2010 - 2012
LifeScan March 2009 - August 2010
LifeScan, Inc., a Johnson & Johnson company 2007 - 2009
LifeScan, a Johnson & Johnson Company January 2005 - December 2006
LifeScan August 2003 - December 2004
Lehman Brothers 2002 - 2002
Skills
Strategic Thinking, Competitive Assessment, Cross-functional Team..., Deal Negotiation, Project Management, Mergers, Acquisition Integration, Go-to-market Strategy, Valuation, Strategy, Mergers & Acquisitions, Product Launch, Medical Devices, Product Development, Product Management, Leadership, Competitive Analysis, Start-ups, Six Sigma, Negotiation, Financial Modeling, Marketing Strategy, Commercialization, Venture Capital, Due Diligence, Market Analysis, Manufacturing, Marketing, R&D, Product Marketing, Business Development, Global Marketing, Strategic Partnerships, Analysis, Market Development, FDA, Pharmaceutical Industry, Business Planning, Technology Transfer, Biotechnology
Education
Stanford University Graduate School of Business
MBA
Universiteti i Tiranës
Economics
Wayne State University
Bachelor of Science (BS), Business Administration and Management, General
Youngstown State University
Master of Science (MS), Mathematics
Divye Khilnani Divye Khilnani's Lehman Brothers Experience December 2007 - January 2008
Job Product Management at LinkedIn
Industry Internet
Experience
LinkedIn February 2014 - Present
Microsoft July 2011 - January 2014
Stanford University January 2010 - June 2011
Linkedin June 2010 - September 2010
Tata Institute of Fundamental Research June 2008 - May 2009
Lehman Brothers December 2007 - January 2008
Indian Institute of Science May 2007 - July 2007
Skills
C, Machine Learning, C++, Algorithms, Distributed Systems, Artificial Intelligence, Java, Apache Pig, MapReduce, Matlab, Information Retrieval, Natural Language..., Hadoop, Python, Data Mining, JSP, Pattern Recognition, Ruby, Computer Science, Signal Processing, Big Data, Software Engineering, Programming, Data Structures, R, LaTeX, Computer Vision, Image Processing, Objective-C, Perl, Scalability, Computer Architecture, Recommender Systems, Parallel Computing, Text Mining, Ruby on Rails, Simulations, Human Computer..., Data Visualization, Software Design, Mobile Devices, Product Management
Education
Stanford University 2009 — 2011
MS, Computer Science, 4.0
Veermata Jijabai Technical Institute 2005 — 2009
BTech, Computer Science
LinkedIn February 2014 - Present
Microsoft July 2011 - January 2014
Stanford University January 2010 - June 2011
Linkedin June 2010 - September 2010
Tata Institute of Fundamental Research June 2008 - May 2009
Lehman Brothers December 2007 - January 2008
Indian Institute of Science May 2007 - July 2007
Skills
C, Machine Learning, C++, Algorithms, Distributed Systems, Artificial Intelligence, Java, Apache Pig, MapReduce, Matlab, Information Retrieval, Natural Language..., Hadoop, Python, Data Mining, JSP, Pattern Recognition, Ruby, Computer Science, Signal Processing, Big Data, Software Engineering, Programming, Data Structures, R, LaTeX, Computer Vision, Image Processing, Objective-C, Perl, Scalability, Computer Architecture, Recommender Systems, Parallel Computing, Text Mining, Ruby on Rails, Simulations, Human Computer..., Data Visualization, Software Design, Mobile Devices, Product Management
Education
Stanford University 2009 — 2011
MS, Computer Science, 4.0
Veermata Jijabai Technical Institute 2005 — 2009
BTech, Computer Science
Brooks Andrews Brooks Andrews's Lehman Brothers Experience July 2007 - September 2008
Job Vice President at Essex Woodlands
Industry Venture Capital & Private Equity
Experience
Essex Woodlands September 2013 - Present
Roark Capital Group June 2012 - August 2012
Friedman Fleischer & Lowe August 2009 - July 2011
Barclays Capital October 2008 - August 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Due Diligence, LBO, Venture Capital, Equities, Mergers & Acquisitions, Capital Markets, Financial Analysis, Strategy, Business Valuation, Investments, Hedge Funds
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2003 — 2007
BBA, MA, Finance, Economics
Essex Woodlands September 2013 - Present
Roark Capital Group June 2012 - August 2012
Friedman Fleischer & Lowe August 2009 - July 2011
Barclays Capital October 2008 - August 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Due Diligence, LBO, Venture Capital, Equities, Mergers & Acquisitions, Capital Markets, Financial Analysis, Strategy, Business Valuation, Investments, Hedge Funds
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2003 — 2007
BBA, MA, Finance, Economics
Sarah O'Shea Sarah O'Shea's Lehman Brothers Experience June 2007 - September 2008
Job
Industry Banking
Experience
Barclays Investment Bank December 2014 - Present
Barclays Capital September 2008 - December 2014
Lehman Brothers June 2007 - September 2008
Rudolph Giuliani Presidential Campaign March 2007 - February 2008
Bloomberg LP October 2006 - May 2007
HSH Nordbank June 2006 - September 2006
CBS Corporation June 2006 - September 2006
Atlantic Records September 2005 - December 2005
Michael Bloomberg Mayoral Campaign August 2005 - November 2005
Education
Stanford University 2013 — 2015
New York University - Leonard N. Stern School of Business 2004 — 2008
BS
High School
Barclays Investment Bank December 2014 - Present
Barclays Capital September 2008 - December 2014
Lehman Brothers June 2007 - September 2008
Rudolph Giuliani Presidential Campaign March 2007 - February 2008
Bloomberg LP October 2006 - May 2007
HSH Nordbank June 2006 - September 2006
CBS Corporation June 2006 - September 2006
Atlantic Records September 2005 - December 2005
Michael Bloomberg Mayoral Campaign August 2005 - November 2005
Education
Stanford University 2013 — 2015
New York University - Leonard N. Stern School of Business 2004 — 2008
BS
High School
Alberto Gross Alberto Gross's Lehman Brothers Experience 1994 - 1995
Job
Industry Computer & Network Security
Experience
Techbliss September 2014 - Present
CLAdirect 1997 - Present
BitTime 2001 - 2002
I/PRO 1995 - 1997
Lehman Brothers 1994 - 1995
Skills
Channel, New Business Development, Sales Management, Strategic Planning, Business Strategy, Solution Selling, Strategic Alliances, Executive Management, Data Center, Start-ups, Strategic Partnerships, Channel Partners, Product Management, Direct Sales, Wireless, International Sales, SaaS, Telecommunications, Selling, Sales Operations, Mobile Devices, Team Management, Product Marketing, Business Planning, Cloud Computing, IP, VoIP, Product Development, Security, International Business, Salesforce.com, Negotiation, Sales Process, Demand Generation, Competitive Analysis, Account Management, MPLS, Managed Services, Business Development, Contract Negotiation, Enterprise Software, Entrepreneurship, Management, Pre-sales, Sales, Go-to-market Strategy, Strategy, Network Security, Key Account Management, Team Leadership
Education
Stanford University 1992 — 1994
Master's Degree
Universidad Metropolitana (VE) 1987 — 1992
Bachelor's Degree
Techbliss September 2014 - Present
CLAdirect 1997 - Present
BitTime 2001 - 2002
I/PRO 1995 - 1997
Lehman Brothers 1994 - 1995
Skills
Channel, New Business Development, Sales Management, Strategic Planning, Business Strategy, Solution Selling, Strategic Alliances, Executive Management, Data Center, Start-ups, Strategic Partnerships, Channel Partners, Product Management, Direct Sales, Wireless, International Sales, SaaS, Telecommunications, Selling, Sales Operations, Mobile Devices, Team Management, Product Marketing, Business Planning, Cloud Computing, IP, VoIP, Product Development, Security, International Business, Salesforce.com, Negotiation, Sales Process, Demand Generation, Competitive Analysis, Account Management, MPLS, Managed Services, Business Development, Contract Negotiation, Enterprise Software, Entrepreneurship, Management, Pre-sales, Sales, Go-to-market Strategy, Strategy, Network Security, Key Account Management, Team Leadership
Education
Stanford University 1992 — 1994
Master's Degree
Universidad Metropolitana (VE) 1987 — 1992
Bachelor's Degree
Christopher Donald Christopher Donald's Lehman Brothers Experience 1997 - 1998
Job Project Manager at Housing Opportunities Commission
Industry Real Estate
Experience
Housing Opportunities Commission April 2013 - Present
Washington Property Management February 2012 - February 2013
Arlington Partnership for Affordable Housing June 2009 - January 2012
Metamorphosis Development Group April 2007 - June 2009
AHC Inc. 2003 - 2007
Housing Counseling Services November 2001 - October 2003
Black Entertainment Television April 1998 - May 2000
Lehman Brothers 1997 - 1998
Clinton/Gore Reelection Campaign 1996 1996 - 1996
Skills
Public Speaking, Financial Analysis, Entrepreneur, Deal Strategy, Financial Modeling, Project Management, Negotiation, Acquisitions, Challenge Driven, Entrepreneurship, Feasibility Studies, Real Estate Development, Affordable Housing, Entitlements, Real Estate Transactions, Budgets, LIHTC, Apartments, Real Estate Financing, Land Acquisition, Zoning, Land Use, Structured Finance, Investors, Real Estate Economics, Community Development, Nonprofits, Commercial Real Estate, Location Intelligence, Investment Properties, Public/private..., Real Property, Economic Development, Corporate Real Estate, Real Estate Private..., Mixed-use, Historic Preservation, Urban Redevelopment, Redevelopment, Tenant, Disposition, Single Family Homes, Condos, Leases, Brokerage, Asset Management, Due Diligence, Real Estate, Property Management, Tax Credits
Education
Stanford University 1991 — 1995
AB
Bellarmine College Preparatory 1987 — 1991
HS Diploma
Housing Opportunities Commission April 2013 - Present
Washington Property Management February 2012 - February 2013
Arlington Partnership for Affordable Housing June 2009 - January 2012
Metamorphosis Development Group April 2007 - June 2009
AHC Inc. 2003 - 2007
Housing Counseling Services November 2001 - October 2003
Black Entertainment Television April 1998 - May 2000
Lehman Brothers 1997 - 1998
Clinton/Gore Reelection Campaign 1996 1996 - 1996
Skills
Public Speaking, Financial Analysis, Entrepreneur, Deal Strategy, Financial Modeling, Project Management, Negotiation, Acquisitions, Challenge Driven, Entrepreneurship, Feasibility Studies, Real Estate Development, Affordable Housing, Entitlements, Real Estate Transactions, Budgets, LIHTC, Apartments, Real Estate Financing, Land Acquisition, Zoning, Land Use, Structured Finance, Investors, Real Estate Economics, Community Development, Nonprofits, Commercial Real Estate, Location Intelligence, Investment Properties, Public/private..., Real Property, Economic Development, Corporate Real Estate, Real Estate Private..., Mixed-use, Historic Preservation, Urban Redevelopment, Redevelopment, Tenant, Disposition, Single Family Homes, Condos, Leases, Brokerage, Asset Management, Due Diligence, Real Estate, Property Management, Tax Credits
Education
Stanford University 1991 — 1995
AB
Bellarmine College Preparatory 1987 — 1991
HS Diploma
Daniel Krizek, CFA, CAIA's Lehman Brothers Experience July 2006 - September 2006
Job Brookside Capital
Industry Investment Management
Experience
Brookside Capital January 2010 - Present
McKinsey & Company August 2007 - June 2009
Lehman Brothers July 2006 - September 2006
Hercules Technology Growth Capital March 2006 - June 2006
Skills
Valuation, Healthcare, Hedge Funds, Venture Capital, Corporate Finance, Mergers, Financial Institutions, Europe, Emerging Markets, Private Equity, Financial Modeling, Due Diligence, Equities, Investments, Capital Markets, Asset Management, Business Valuation, Portfolio Management, Financial Analysis, Equity Research, Derivatives, Alternative Investments, Management Consulting, Trading, Business Strategy, Industry Analysis, Securities, Start-ups, Economics, Bloomberg, Risk Management, Debt, Market Entry, LBO, Strategy, Restructuring, Investor Relations, Entrepreneurship, Asset Managment, Investment Management, Leveraged Finance, Mutual Funds, Project Finance, M&A experience, Mergers & Acquisitions, Investment Banking, Competitive Analysis, Fixed Income, Corporate Development, Equity Valuation
Education
Stanford University 2005 — 2007
Bachelor of Arts (BA), Economics
UNYP 2003 — 2005
Brookside Capital January 2010 - Present
McKinsey & Company August 2007 - June 2009
Lehman Brothers July 2006 - September 2006
Hercules Technology Growth Capital March 2006 - June 2006
Skills
Valuation, Healthcare, Hedge Funds, Venture Capital, Corporate Finance, Mergers, Financial Institutions, Europe, Emerging Markets, Private Equity, Financial Modeling, Due Diligence, Equities, Investments, Capital Markets, Asset Management, Business Valuation, Portfolio Management, Financial Analysis, Equity Research, Derivatives, Alternative Investments, Management Consulting, Trading, Business Strategy, Industry Analysis, Securities, Start-ups, Economics, Bloomberg, Risk Management, Debt, Market Entry, LBO, Strategy, Restructuring, Investor Relations, Entrepreneurship, Asset Managment, Investment Management, Leveraged Finance, Mutual Funds, Project Finance, M&A experience, Mergers & Acquisitions, Investment Banking, Competitive Analysis, Fixed Income, Corporate Development, Equity Valuation
Education
Stanford University 2005 — 2007
Bachelor of Arts (BA), Economics
UNYP 2003 — 2005
Patrick Beaudan Patrick Beaudan's Lehman Brothers Experience 1997 - 2000
Job Founder and CEO of Belvedere
Industry Investment Management
Experience
Belvedere Advisors LLC 2005 - Present
Belvedere Global Investors LLC November 2001 - Present
LendingClub July 2011 - November 2014
San Francisco Classical Voice July 2007 - September 2010
Lehman Brothers 1997 - 2000
McKinsey & Company 1994 - 1997
Skills
Hedge Funds, Venture Capital, Private Equity, Equities, Investor Relations, Corporate Development, Capital Markets, Investment Strategies, Emerging Markets, Fixed Income, Fund Of Funds, Investment Advisory, Capital Raising, Mergers, M&A experience
Education
Stanford University
Ph.D., Engineering
Belvedere Advisors LLC 2005 - Present
Belvedere Global Investors LLC November 2001 - Present
LendingClub July 2011 - November 2014
San Francisco Classical Voice July 2007 - September 2010
Lehman Brothers 1997 - 2000
McKinsey & Company 1994 - 1997
Skills
Hedge Funds, Venture Capital, Private Equity, Equities, Investor Relations, Corporate Development, Capital Markets, Investment Strategies, Emerging Markets, Fixed Income, Fund Of Funds, Investment Advisory, Capital Raising, Mergers, M&A experience
Education
Stanford University
Ph.D., Engineering
Benny Xia Benny Xia's Lehman Brothers Experience September 2005 - September 2007
Job VP Senior Developer at Bank of America
Industry Investment Banking
Experience
Bank of America August 2013 - Present
UBS Investment Bank September 2007 - July 2013
Lehman Brothers September 2005 - September 2007
Merrill Lynch September 2000 - September 2005
Skills
.NET, Fixed Income, Risk Management, Derivatives, Trading Systems, Sybase, Investment Banking, Credit Derivatives
Education
SUNY New Paltz 1996 — 2000
Bachelor's degree, Computer Science
Bank of America August 2013 - Present
UBS Investment Bank September 2007 - July 2013
Lehman Brothers September 2005 - September 2007
Merrill Lynch September 2000 - September 2005
Skills
.NET, Fixed Income, Risk Management, Derivatives, Trading Systems, Sybase, Investment Banking, Credit Derivatives
Education
SUNY New Paltz 1996 — 2000
Bachelor's degree, Computer Science
George W. LeMaitre George W. LeMaitre's Lehman Brothers Experience April 1988 - June 1990
Job Chairman & CEO at LeMaitre Vascular
Industry Medical Devices
Experience
LeMaitre Vascular June 1992 - Present
Lehman Brothers April 1988 - June 1990
Connecticut National Bank June 1986 - October 1987
Education
Stanford University Graduate School of Business 1990 — 1992
Master of Business Administration (MBA)
Stanford University 1982 — 1986
Bachelor of Arts (BA), History
LeMaitre Vascular June 1992 - Present
Lehman Brothers April 1988 - June 1990
Connecticut National Bank June 1986 - October 1987
Education
Stanford University Graduate School of Business 1990 — 1992
Master of Business Administration (MBA)
Stanford University 1982 — 1986
Bachelor of Arts (BA), History
Russell Cohen Russell Cohen's Lehman Brothers Experience 1990 - 1995
Job Independent Cyber Security Management Consultant
Industry Information Technology and Services
Experience
Independent Contractor June 2015 - Present
One World Labs February 2014 - May 2015
Phyto Pharma Labs June 2013 - December 2014
Trilby Energy November 2006 - January 2014
Black Hills Corporation May 2002 - October 2006
C-COR 2000 - 2001
Worldbridge Broadband Services 1998 - 2000
Bear Stearns & Company 1995 - 1997
Lehman Brothers 1990 - 1995
First Boston Corporation 1987 - 1990
Skills
Mergers & Acquisitions, Enterprise Risk..., Risk Management, Strategic Financial..., Private Equity, Financial Structuring, Financial Accounting, Financial Risk, Financial Modeling, Credit Risk, Credit Analysis, Accounts Receivable, Account Management, Software Installation, Operations Management, Business Strategy, Treasury Management, Operating Budgets, Capital Budgeting, Fixed Income, Derivatives Trading, Energy Derivatives, Portfolio Management, Finance, Investments, Due Diligence, Strategy, Venture Capital, Corporate Finance
Education
Stanford Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
Yale University 1977 — 1982
Bachelor of Arts (B.A.), Economics
Independent Contractor June 2015 - Present
One World Labs February 2014 - May 2015
Phyto Pharma Labs June 2013 - December 2014
Trilby Energy November 2006 - January 2014
Black Hills Corporation May 2002 - October 2006
C-COR 2000 - 2001
Worldbridge Broadband Services 1998 - 2000
Bear Stearns & Company 1995 - 1997
Lehman Brothers 1990 - 1995
First Boston Corporation 1987 - 1990
Skills
Mergers & Acquisitions, Enterprise Risk..., Risk Management, Strategic Financial..., Private Equity, Financial Structuring, Financial Accounting, Financial Risk, Financial Modeling, Credit Risk, Credit Analysis, Accounts Receivable, Account Management, Software Installation, Operations Management, Business Strategy, Treasury Management, Operating Budgets, Capital Budgeting, Fixed Income, Derivatives Trading, Energy Derivatives, Portfolio Management, Finance, Investments, Due Diligence, Strategy, Venture Capital, Corporate Finance
Education
Stanford Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
Yale University 1977 — 1982
Bachelor of Arts (B.A.), Economics
Rahul Chaudhri Rahul Chaudhri's Lehman Brothers Experience April 2004 - April 2006
Job Software Quality Assurance Executive
Industry Information Technology and Services
Experience
Publicis Healthcare Communications Group April 2010 - Present
CorrectNet September 2006 - 2009
Lehman Brothers April 2004 - April 2006
AT&T / SBC Communications 2003 - 2004
Cingular Wireless 2001 - 2002
Wachovia, A Wells Fargo Company 1999 - 2001
Lucent Technologies June 1997 - December 1998
Skills
Mercury QTP, Mercury Quality Center, JIRA, PMP, HP ALM 11, HP LoadRunner, HP PPM, Mercury LoadRunner, Quality Center, LoadRunner, SAP Solution..., Panaya Automation Tool, Bugzilla, Project Portfolio..., Testing Process, QTP, Risk Based Testing, Proof of Concept, Selenium, Test Management, Mercury Tools, Resource Management, Test Effort Estimation, Test Processes, Test Cases, Software Documentation, SDLC, Quality Assurance, Agile Methodologies, Test Planning, Software Quality..., User Acceptance Testing, Testing, HP Quality Center, HP QTP, Requirements Analysis, Scrum, SQL, Business Requirements, Software Development, Business Analysis
Education
Stony Brook University 2010 — 2010
Certificate
State University of New York - System 1995 — 1997
AAS
State University of New York - System 1993 — 1997
BS
Publicis Healthcare Communications Group April 2010 - Present
CorrectNet September 2006 - 2009
Lehman Brothers April 2004 - April 2006
AT&T / SBC Communications 2003 - 2004
Cingular Wireless 2001 - 2002
Wachovia, A Wells Fargo Company 1999 - 2001
Lucent Technologies June 1997 - December 1998
Skills
Mercury QTP, Mercury Quality Center, JIRA, PMP, HP ALM 11, HP LoadRunner, HP PPM, Mercury LoadRunner, Quality Center, LoadRunner, SAP Solution..., Panaya Automation Tool, Bugzilla, Project Portfolio..., Testing Process, QTP, Risk Based Testing, Proof of Concept, Selenium, Test Management, Mercury Tools, Resource Management, Test Effort Estimation, Test Processes, Test Cases, Software Documentation, SDLC, Quality Assurance, Agile Methodologies, Test Planning, Software Quality..., User Acceptance Testing, Testing, HP Quality Center, HP QTP, Requirements Analysis, Scrum, SQL, Business Requirements, Software Development, Business Analysis
Education
Stony Brook University 2010 — 2010
Certificate
State University of New York - System 1995 — 1997
AAS
State University of New York - System 1993 — 1997
BS
Louis Boorstin Louis Boorstin's Lehman Brothers Experience 1987 - 1989
Job Managing Director at Osprey Foundation
Industry International Trade and Development
Experience
Osprey Foundation September 2015 - Present
Independent Consultant February 2013 - August 2015
Bill & Melinda Gates Foundation 2005 - January 2013
IFC - International Finance Corporation 1997 - 2004
IFC - International Finance Corporation 1990 - 1996
Lehman Brothers 1987 - 1989
Lehman Brothers 1982 - 1985
Education
Stanford University 1985 — 1987
MA, Development Economics
Stanford University Graduate School of Business 1985 — 1987
MBA
Yale University 1977 — 1981
BA, Economics
Osprey Foundation September 2015 - Present
Independent Consultant February 2013 - August 2015
Bill & Melinda Gates Foundation 2005 - January 2013
IFC - International Finance Corporation 1997 - 2004
IFC - International Finance Corporation 1990 - 1996
Lehman Brothers 1987 - 1989
Lehman Brothers 1982 - 1985
Education
Stanford University 1985 — 1987
MA, Development Economics
Stanford University Graduate School of Business 1985 — 1987
MBA
Yale University 1977 — 1981
BA, Economics
Firouzeh Murray Firouzeh Murray's Lehman Brothers Experience August 1994 - June 1996
Job Partner at Palm Drive Marketing
Industry Marketing and Advertising
Experience
Palm Drive Marketing September 2011 - Present
Intuit February 2007 - September 2011
Intuit August 2005 - February 2007
Intuit February 2003 - August 2005
Yahoo August 2001 - January 2003
Yahoo August 2000 - August 2001
eGroups Inc (acquired by Yahoo in Aug 2000) September 1999 - August 2000
Intel September 1998 - September 1999
Bain & Company June 1997 - September 1997
Lehman Brothers August 1994 - June 1996
Skills
Customer Research, Customer Acquisition, Pricing, Customer Retention, Messaging, Marketing Strategy, Positioning, Strategy, Product Marketing, Go-to-market Strategy, Demand Generation, Multi-channel Marketing, SaaS, Product Launch, Direct Marketing, Start-ups, Cross-functional Team..., Integrated Marketing, Customer Insight, Marketing, Mobile Devices, Branding & Identity, Brand Development, Leadership
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
Stanford University 1990 — 1994
BA, Economics
Palm Drive Marketing September 2011 - Present
Intuit February 2007 - September 2011
Intuit August 2005 - February 2007
Intuit February 2003 - August 2005
Yahoo August 2001 - January 2003
Yahoo August 2000 - August 2001
eGroups Inc (acquired by Yahoo in Aug 2000) September 1999 - August 2000
Intel September 1998 - September 1999
Bain & Company June 1997 - September 1997
Lehman Brothers August 1994 - June 1996
Skills
Customer Research, Customer Acquisition, Pricing, Customer Retention, Messaging, Marketing Strategy, Positioning, Strategy, Product Marketing, Go-to-market Strategy, Demand Generation, Multi-channel Marketing, SaaS, Product Launch, Direct Marketing, Start-ups, Cross-functional Team..., Integrated Marketing, Customer Insight, Marketing, Mobile Devices, Branding & Identity, Brand Development, Leadership
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
Stanford University 1990 — 1994
BA, Economics
Jerry Pence Jerry Pence's Lehman Brothers Experience 1995 - 1997
Job Managing Director Pivotal Group, Private Equity
Industry Investment Management
Experience
Pivotal Group - Private Equity Division November 2009 - Present
Najafi Companies 2003 - 2009
The Boston Consulting Group 2001 - 2003
Merrill Lynch 1997 - 1999
Lehman Brothers 1995 - 1997
Skills
Investment Banking, Private Equity, M&A experience, Economics, Leadership, Strategy
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Yale University 1991 — 1995
BA, Economics
Pivotal Group - Private Equity Division November 2009 - Present
Najafi Companies 2003 - 2009
The Boston Consulting Group 2001 - 2003
Merrill Lynch 1997 - 1999
Lehman Brothers 1995 - 1997
Skills
Investment Banking, Private Equity, M&A experience, Economics, Leadership, Strategy
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Yale University 1991 — 1995
BA, Economics
Courtney Dong Courtney Dong's Lehman Brothers Experience July 2008 - September 2008
Job Product Operations at Zenefits
Industry Internet
Experience
Zenefits May 2015 - Present
Quantifind October 2014 - May 2015
MarkaVIP July 2014 - August 2014
Fitbit January 2014 - March 2014
MercadoLibre.com August 2013 - September 2013
Facebook June 2013 - August 2013
Omidyar Network July 2010 - July 2012
Barclays September 2008 - June 2010
Lehman Brothers July 2008 - September 2008
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles
B.A., Business Economics, Accounting
Zenefits May 2015 - Present
Quantifind October 2014 - May 2015
MarkaVIP July 2014 - August 2014
Fitbit January 2014 - March 2014
MercadoLibre.com August 2013 - September 2013
Facebook June 2013 - August 2013
Omidyar Network July 2010 - July 2012
Barclays September 2008 - June 2010
Lehman Brothers July 2008 - September 2008
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles
B.A., Business Economics, Accounting
Kirby Richards Kirby Richards's Lehman Brothers Experience November 2006 - November 2008
Job Computer Analyst
Industry Information Technology and Services
Experience
Hartford Steam Boiler May 2011 - Present
Travelers Insurance June 2010 - March 2011
Lehman Brothers November 2006 - November 2008
Global Resources March 2006 - July 2006
Little Red Riding Hood Day care Center May 2002 - December 2004
Skills
Outlook, Troubleshooting, XP, Microsoft Exchange, Active Directory, Technical Support, Networking, Customer Service, Citrix, Software Installation, System Administration, Blackberry, Help Desk Support, Hardware, Disaster Recovery, Operating Systems, Windows 7, Management, SharePoint, Software Documentation, Visio, VMware, VPN, ITIL, Windows Server, Servers, Access, BMC Remedy, Windows XP, Security, IT Operations, Cisco Technologies
Education
State University of New York at Delhi 2003 — 2005
AAS, Computer Information Systems
Hartford Steam Boiler May 2011 - Present
Travelers Insurance June 2010 - March 2011
Lehman Brothers November 2006 - November 2008
Global Resources March 2006 - July 2006
Little Red Riding Hood Day care Center May 2002 - December 2004
Skills
Outlook, Troubleshooting, XP, Microsoft Exchange, Active Directory, Technical Support, Networking, Customer Service, Citrix, Software Installation, System Administration, Blackberry, Help Desk Support, Hardware, Disaster Recovery, Operating Systems, Windows 7, Management, SharePoint, Software Documentation, Visio, VMware, VPN, ITIL, Windows Server, Servers, Access, BMC Remedy, Windows XP, Security, IT Operations, Cisco Technologies
Education
State University of New York at Delhi 2003 — 2005
AAS, Computer Information Systems
Barry Cooper Barry Cooper's Lehman Brothers Experience June 2007 - September 2008
Job Senior Vice President Client Reference Data at Citi
Industry Financial Services
Experience
Citi August 2010 - Present
Barclays Capital July 2009 - July 2010
Barclays Capital January 2009 - July 2009
Barclays Capital October 2008 - December 2008
Lehman Brothers June 2007 - September 2008
Lehman Brothers Strategy and Technololgy November 2001 - June 2003
Lehman Brothers Inc., June 2000 - November 2001
Stanford Center for Professional Development December 1997 - June 2000
ESPN, The Magazine June 1999 - August 1999
Education
Stanford University 1998 — 2000
BA, Economics / Public Policy
Machon Shlomo
The Jerusalem Kollel
Citi August 2010 - Present
Barclays Capital July 2009 - July 2010
Barclays Capital January 2009 - July 2009
Barclays Capital October 2008 - December 2008
Lehman Brothers June 2007 - September 2008
Lehman Brothers Strategy and Technololgy November 2001 - June 2003
Lehman Brothers Inc., June 2000 - November 2001
Stanford Center for Professional Development December 1997 - June 2000
ESPN, The Magazine June 1999 - August 1999
Education
Stanford University 1998 — 2000
BA, Economics / Public Policy
Machon Shlomo
The Jerusalem Kollel
Jorge M. Chiriboga Jorge M. Chiriboga's Lehman Brothers Experience 1989 - 1995
Job Executive in Corporate Travel Management, Capital Markets, Latin America, Emerging Markets, Law Graduate
Industry Leisure, Travel & Tourism
Experience
CT TRAVEL (PR) January 2007 - Present
Dept. of Justice of Puerto Rico, Office of the Solicitor General August 2012 - December 2012
TQ3 Travel Solutions Caribbean 2002 - 2006
Pioneer Investments/ GS and Company 1998 - 2000
Hermes International Group April 1996 - March 1998
Lehman Brothers 1989 - 1995
Houlihan Lokey Howard and Zukin 1988 - 1989
First Boston 1985 - 1987
Skills
Management, Mergers & Acquisitions, Travel Management, Executive Management, Corporate Finance, Negotiation, Sales, Corporate Law, Due Diligence, Finance, Entrepreneurship, Account Management, Analysis, Litigation, Business Strategy, Venture Capital, Strategic Planning, Start-ups, Strategic Partnerships, Contract Negotiation
Education
Stanford University Graduate School of Business 1987 — 1989
MBA, Business Administration and Management, General
University of Pennsylvania - The Wharton School 1982 — 1985
BS, Finance, Magna Cum Laude
University of Puerto Rico-Rio Piedras 2010 — 2013
Juris Doctor (J.D.)
Colegio San Ignacio 1977 — 1981
CT TRAVEL (PR) January 2007 - Present
Dept. of Justice of Puerto Rico, Office of the Solicitor General August 2012 - December 2012
TQ3 Travel Solutions Caribbean 2002 - 2006
Pioneer Investments/ GS and Company 1998 - 2000
Hermes International Group April 1996 - March 1998
Lehman Brothers 1989 - 1995
Houlihan Lokey Howard and Zukin 1988 - 1989
First Boston 1985 - 1987
Skills
Management, Mergers & Acquisitions, Travel Management, Executive Management, Corporate Finance, Negotiation, Sales, Corporate Law, Due Diligence, Finance, Entrepreneurship, Account Management, Analysis, Litigation, Business Strategy, Venture Capital, Strategic Planning, Start-ups, Strategic Partnerships, Contract Negotiation
Education
Stanford University Graduate School of Business 1987 — 1989
MBA, Business Administration and Management, General
University of Pennsylvania - The Wharton School 1982 — 1985
BS, Finance, Magna Cum Laude
University of Puerto Rico-Rio Piedras 2010 — 2013
Juris Doctor (J.D.)
Colegio San Ignacio 1977 — 1981
Mario Romaldini Mario Romaldini's Lehman Brothers Experience 1992 - 1995
Job Program Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
HSBC September 2012 - December 2013
HSBC June 2011 - September 2012
HSBC Securities June 2007 - May 2011
HSBC Securities 2002 - 2007
Republic National Bank 1997 - 2002
American Express 1995 - 1997
Lehman Brothers 1992 - 1995
Skills
Fixed Income, Investment Banking, Trading Systems, Banking, Financial Services, FX Options, Capital Markets, Project Management, Credit, Derivatives, Emerging Markets, CRM, Financial Markets, Electronic Trading, Risk Management, AML, Compliance, Relationship Management, Program Management, Market Data, Portfolio Management, Finance, KYC, SDLC, Business Process..., Enterprise Architecture, Securities Regulation, Financial Regulation, Financial Accounting, Financial Reporting, Foreign Exchange, Rates, Treasury, Financial Risk
Education
State University of New York at Buffalo - School of Management
Bachelor's Degree, Business Administration/MIS concentration
Wells Fargo Securities June 2014 - Present
HSBC September 2012 - December 2013
HSBC June 2011 - September 2012
HSBC Securities June 2007 - May 2011
HSBC Securities 2002 - 2007
Republic National Bank 1997 - 2002
American Express 1995 - 1997
Lehman Brothers 1992 - 1995
Skills
Fixed Income, Investment Banking, Trading Systems, Banking, Financial Services, FX Options, Capital Markets, Project Management, Credit, Derivatives, Emerging Markets, CRM, Financial Markets, Electronic Trading, Risk Management, AML, Compliance, Relationship Management, Program Management, Market Data, Portfolio Management, Finance, KYC, SDLC, Business Process..., Enterprise Architecture, Securities Regulation, Financial Regulation, Financial Accounting, Financial Reporting, Foreign Exchange, Rates, Treasury, Financial Risk
Education
State University of New York at Buffalo - School of Management
Bachelor's Degree, Business Administration/MIS concentration
Sara London's Lehman Brothers Experience May 2008 - September 2008
Job Manager at Stanford Management Company
Industry Financial Services
Experience
Stanford Management Company February 2013 - June 2015
UBS August 2009 - February 2013
Citi September 2008 - August 2009
Lehman Brothers May 2008 - September 2008
Lehman Brothers June 2007 - September 2007
Northern Light Venture Capital June 2006 - September 2006
Skills
Investment Banking, Structured Finance, Due Diligence, Corporate Finance, Equities, Commodity, Financial Modeling, Hedge Funds, Investments, Capital Markets, Alternative Investments, Bloomberg, Emerging Markets, Venture Capital, Fixed Income, Portfolio Management, Trading, Valuation, Private Equity, Financial Analysis, Sales
Education
Stanford University 2004 — 2008
BA, International Relations, Chinese Language
Stanford Management Company February 2013 - June 2015
UBS August 2009 - February 2013
Citi September 2008 - August 2009
Lehman Brothers May 2008 - September 2008
Lehman Brothers June 2007 - September 2007
Northern Light Venture Capital June 2006 - September 2006
Skills
Investment Banking, Structured Finance, Due Diligence, Corporate Finance, Equities, Commodity, Financial Modeling, Hedge Funds, Investments, Capital Markets, Alternative Investments, Bloomberg, Emerging Markets, Venture Capital, Fixed Income, Portfolio Management, Trading, Valuation, Private Equity, Financial Analysis, Sales
Education
Stanford University 2004 — 2008
BA, International Relations, Chinese Language
Deshon Owens Deshon Owens's Lehman Brothers Experience August 2003 - July 2005
Job Founder at The Deshon Owens Company
Industry Financial Services
Experience
The Deshon Owens Company September 2011 - Present
Nogales Investors Management August 2005 - April 2010
Lehman Brothers August 2003 - July 2005
Skills
Investment Manager..., Due Diligence, Financial Analysis, Business Consulting, Corporate Finance
Education
Stanford University 1998 — 2002
Bachelor's degree, Economics
The Deshon Owens Company September 2011 - Present
Nogales Investors Management August 2005 - April 2010
Lehman Brothers August 2003 - July 2005
Skills
Investment Manager..., Due Diligence, Financial Analysis, Business Consulting, Corporate Finance
Education
Stanford University 1998 — 2002
Bachelor's degree, Economics
Adolfo Chou Adolfo Chou's Lehman Brothers Experience 2002 - 2002
Job Senior Director of Finance at LinkedIn
Industry Internet
Experience
LinkedIn 2012 - Present
Areva Solar (formerly Ausra) 2010 - 2012
Ausra 2007 - 2010
Intuit 2006 - 2007
Synopsys 2003 - 2005
Lehman Brothers 2002 - 2002
Campus Pipeline 1999 - 2001
LEK Consulting 1996 - 1999
Skills
Financial Modeling, Sales Management, Strategy, Venture Capital, Start-ups, Online Advertising, Corporate Development, Change Management, Acquisition Integration, Analysis, Business Development, Business Strategy, Contract Negotiation, Energy, Finance, Product Development, Strategic Partnerships, Project Management, Strategic Planning, Competitive Analysis, Management
Education
Stanford University
MBA
Stanford University
BS, MS, Mechanical Engineering
LinkedIn 2012 - Present
Areva Solar (formerly Ausra) 2010 - 2012
Ausra 2007 - 2010
Intuit 2006 - 2007
Synopsys 2003 - 2005
Lehman Brothers 2002 - 2002
Campus Pipeline 1999 - 2001
LEK Consulting 1996 - 1999
Skills
Financial Modeling, Sales Management, Strategy, Venture Capital, Start-ups, Online Advertising, Corporate Development, Change Management, Acquisition Integration, Analysis, Business Development, Business Strategy, Contract Negotiation, Energy, Finance, Product Development, Strategic Partnerships, Project Management, Strategic Planning, Competitive Analysis, Management
Education
Stanford University
MBA
Stanford University
BS, MS, Mechanical Engineering
Brent Perez's Lehman Brothers Experience June 2006 - June 2008
Job Managing Director at NQB8
Industry Internet
Experience
NQB8 November 2014 - Present
RippleAway June 2013 - November 2014
LiveRamp April 2010 - November 2013
Bidfire 2009 - 2010
Anthos Capital June 2008 - December 2008
Lehman Brothers June 2006 - June 2008
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Stanford University
BS, Management Science & Engineering
NQB8 November 2014 - Present
RippleAway June 2013 - November 2014
LiveRamp April 2010 - November 2013
Bidfire 2009 - 2010
Anthos Capital June 2008 - December 2008
Lehman Brothers June 2006 - June 2008
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Stanford University
BS, Management Science & Engineering
George Simms, PMP's Lehman Brothers Experience April 2007 - October 2008
Job Certified Project Management Professional
Industry Information Technology and Services
Experience
Independent Contractor / Project Manager March 2011 - Present
CGI April 2009 - February 2011
Barclays Capital October 2008 - March 2009
Lehman Brothers April 2007 - October 2008
Various Consulting Companies July 1997 - March 2007
BestFoods Baking Companies 1987 - 1997
Skills
PeopleSoft, Software Project..., Business Analysis, Best Practices, Application Lifecycle..., Vendor Management, IT Strategy, SDLC, ERP, Sybase, Integration, Project Management, Business Process, Change Management, Process Improvement, Team Building, Consulting, PMO, Requirements Analysis, Enterprise Architecture, Requirements Gathering, Project Portfolio..., Leadership, PMP
Education
State University of New York at Albany 1979 — 1981
Bachelor of Science (BS), Economics/Business Administration
State University of New York College at Geneseo 1978 — 1979
Connetquot High School
Connetquot High School
Independent Contractor / Project Manager March 2011 - Present
CGI April 2009 - February 2011
Barclays Capital October 2008 - March 2009
Lehman Brothers April 2007 - October 2008
Various Consulting Companies July 1997 - March 2007
BestFoods Baking Companies 1987 - 1997
Skills
PeopleSoft, Software Project..., Business Analysis, Best Practices, Application Lifecycle..., Vendor Management, IT Strategy, SDLC, ERP, Sybase, Integration, Project Management, Business Process, Change Management, Process Improvement, Team Building, Consulting, PMO, Requirements Analysis, Enterprise Architecture, Requirements Gathering, Project Portfolio..., Leadership, PMP
Education
State University of New York at Albany 1979 — 1981
Bachelor of Science (BS), Economics/Business Administration
State University of New York College at Geneseo 1978 — 1979
Connetquot High School
Connetquot High School
Douglas Arthur's Lehman Brothers Experience March 1984 - July 1986
Job Senior Communications Director
Industry Financial Services
Experience
Various Firms September 2004 - Present
Humana RightSource Pharmacy October 2008 - May 2010
Various Enterprises & Small Businesses October 2004 - March 2009
Bank of America April 1991 - September 2006
Drexel Burnham Lambert July 1987 - February 1990
Lehman Brothers March 1984 - July 1986
Merrill Lynch & Co. July 1980 - February 1984
Education
Stanford University 1971 — 1979
Ph.D., Drama
University of Pittsburgh 1967 — 1971
B.A., English Literature, Drama, Art History
Various Firms September 2004 - Present
Humana RightSource Pharmacy October 2008 - May 2010
Various Enterprises & Small Businesses October 2004 - March 2009
Bank of America April 1991 - September 2006
Drexel Burnham Lambert July 1987 - February 1990
Lehman Brothers March 1984 - July 1986
Merrill Lynch & Co. July 1980 - February 1984
Education
Stanford University 1971 — 1979
Ph.D., Drama
University of Pittsburgh 1967 — 1971
B.A., English Literature, Drama, Art History
Vasiliy Zhulin Vasiliy Zhulin's Lehman Brothers Experience June 2008 - August 2008
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2013 - Present
Barclays Investment Bank August 2009 - July 2013
Lehman Brothers June 2008 - August 2008
IBM August 2004 - July 2007
Skills
Investment Banking, LBO, Debt, Private Equity, Analytics, Fixed Income, bonds, Cash Flow Management, Financial Modeling, Portfolio Management, Programming (VBA, Java), Structured Finance, Valuation
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
M.B.A., Finance
Stanford University 2001 — 2004
B.S., Computer Science
Goldman Sachs July 2013 - Present
Barclays Investment Bank August 2009 - July 2013
Lehman Brothers June 2008 - August 2008
IBM August 2004 - July 2007
Skills
Investment Banking, LBO, Debt, Private Equity, Analytics, Fixed Income, bonds, Cash Flow Management, Financial Modeling, Portfolio Management, Programming (VBA, Java), Structured Finance, Valuation
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
M.B.A., Finance
Stanford University 2001 — 2004
B.S., Computer Science
Edward (Ned) Woodbridge Edward (Ned) Woodbridge's Lehman Brothers Experience 1981 - 1990
Job Chief Financial Officer | Strategy Development & Execution | Business Process Improvement | Financing | M&A
Industry Building Materials
Experience
OMG, Inc. November 2006 - July 2012
Pensler Capital Corporation 2005 - 2006
Eastern Pulp & Paper Corporation 1990 - 2004
Lehman Brothers 1981 - 1990
Skills
Business Management, Business Strategy, Business Planning, Business Process, Financial Management, Financial Planning, Corporate Finance, Financial Analysis, Accounting, M&A experience, Financial Reporting, Financial Control, Change Management, Capital Markets, Lean Management, SOX Compliancy, Performance Dashboards, Strategy Deployment, Financial Forecasting, Information Technology, ERP, Bank Financing, M&A execution, M&A Integration, M&A Negotiations, Strategic Planning, Business Process..., Communication Skills, Performance Metrics, Key Performance..., MIS Management, Leadership, Start-up Ventures, Mentorship of Start-ups, Entrepreneurship, Investor Relations, Bank Relations, Stakeholder Relations, Strategy, Mergers & Acquisitions, Budgets, Private Equity, Finance, Acquisition Integration, Venture Capital
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), Business Administration
Williams College
Bachelor of Arts (BA), Economics
OMG, Inc. November 2006 - July 2012
Pensler Capital Corporation 2005 - 2006
Eastern Pulp & Paper Corporation 1990 - 2004
Lehman Brothers 1981 - 1990
Skills
Business Management, Business Strategy, Business Planning, Business Process, Financial Management, Financial Planning, Corporate Finance, Financial Analysis, Accounting, M&A experience, Financial Reporting, Financial Control, Change Management, Capital Markets, Lean Management, SOX Compliancy, Performance Dashboards, Strategy Deployment, Financial Forecasting, Information Technology, ERP, Bank Financing, M&A execution, M&A Integration, M&A Negotiations, Strategic Planning, Business Process..., Communication Skills, Performance Metrics, Key Performance..., MIS Management, Leadership, Start-up Ventures, Mentorship of Start-ups, Entrepreneurship, Investor Relations, Bank Relations, Stakeholder Relations, Strategy, Mergers & Acquisitions, Budgets, Private Equity, Finance, Acquisition Integration, Venture Capital
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), Business Administration
Williams College
Bachelor of Arts (BA), Economics
Alex Holderness Alex Holderness's Lehman Brothers Experience August 1998 - December 1999
Job EVP & General Manager at Storyvine
Industry Internet
Experience
Storyvine January 2014 - Present
The Ovo Group February 2013 - Present
Sympoz October 2011 - February 2013
iModerate and Benenson Strategy Group January 2011 - October 2011
VolunteerMatch May 2006 - January 2011
Eleven East Consulting & Times Ten Ventures May 2002 - December 2007
eBay Inc January 2000 - May 2002
Lehman Brothers August 1998 - December 1999
Wolverine Venture Fund at University of Michigan 1996 - 1998
Kemper Funds February 1994 - August 1996
Skills
Marketing Strategy, Business Strategy, Strategy, Start-ups, E-commerce, Business Development, Mergers, Strategic Planning, Market Research, Product Marketing, Management, Corporate Finance, Marketing, Management Consulting, CRM, Product Development, Business Analysis, Leadership, Venture Capital, Analytics, Strategic Partnerships, Budgets, Competitive Analysis, Training, SaaS, Corporate Development, Entrepreneurship, SEM, Business Planning, Web Analytics, Organizational..., Financial Services, Cross-functional Team..., Sales, Social Media, New Business Development, Social Media Marketing, Online Advertising, Analysis, Product Management, Executive Management, Negotiation, Salesforce.com, Go-to-market Strategy, Email Marketing, Portfolio Management, Online Marketing, Project Management, Operations Management, Finance
Education
Stanford University Graduate School of Business 2008 — 2008
Executive Certification, Executive Program in Social Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, General Management and Finance
University of Wisconsin-Madison 1988 — 1993
BA, Political Science
Storyvine January 2014 - Present
The Ovo Group February 2013 - Present
Sympoz October 2011 - February 2013
iModerate and Benenson Strategy Group January 2011 - October 2011
VolunteerMatch May 2006 - January 2011
Eleven East Consulting & Times Ten Ventures May 2002 - December 2007
eBay Inc January 2000 - May 2002
Lehman Brothers August 1998 - December 1999
Wolverine Venture Fund at University of Michigan 1996 - 1998
Kemper Funds February 1994 - August 1996
Skills
Marketing Strategy, Business Strategy, Strategy, Start-ups, E-commerce, Business Development, Mergers, Strategic Planning, Market Research, Product Marketing, Management, Corporate Finance, Marketing, Management Consulting, CRM, Product Development, Business Analysis, Leadership, Venture Capital, Analytics, Strategic Partnerships, Budgets, Competitive Analysis, Training, SaaS, Corporate Development, Entrepreneurship, SEM, Business Planning, Web Analytics, Organizational..., Financial Services, Cross-functional Team..., Sales, Social Media, New Business Development, Social Media Marketing, Online Advertising, Analysis, Product Management, Executive Management, Negotiation, Salesforce.com, Go-to-market Strategy, Email Marketing, Portfolio Management, Online Marketing, Project Management, Operations Management, Finance
Education
Stanford University Graduate School of Business 2008 — 2008
Executive Certification, Executive Program in Social Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, General Management and Finance
University of Wisconsin-Madison 1988 — 1993
BA, Political Science
Vojislav Sesum Vojislav Sesum's Lehman Brothers Experience 2005 - 2005
Job at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management 2011 - Present
Moody's KMV 2010 - 2011
Lehman Brothers 2005 - 2005
Skills
Econometrics, Fixed Income, Corporate Finance, Data Analysis, Credit, Emerging Markets, Investment Strategies, Options, Financial Analysis, Investment Management, Statistical Arbitrage, Equity Valuation, Python, Factor Investing, Quantitative Equity
Education
Stanford University Graduate School of Business
PhD, Finance
Stanford University
Williams College
BA, Mathematics, Economics
UWCAD
AQR Capital Management 2011 - Present
Moody's KMV 2010 - 2011
Lehman Brothers 2005 - 2005
Skills
Econometrics, Fixed Income, Corporate Finance, Data Analysis, Credit, Emerging Markets, Investment Strategies, Options, Financial Analysis, Investment Management, Statistical Arbitrage, Equity Valuation, Python, Factor Investing, Quantitative Equity
Education
Stanford University Graduate School of Business
PhD, Finance
Stanford University
Williams College
BA, Mathematics, Economics
UWCAD
Jane Hoffner Jane Hoffner's Lehman Brothers Experience 1995 - 2007
Job Managing Director, Bascom Portfolio Advisors
Industry Real Estate
Experience
Bascom Portfolio Advisors January 2008 - Present
Lehman Brothers 1995 - 2007
The Hanford/Healy Companies 1991 - 1995
O’Donnell Armstrong & Partners 1988 - 1990
Federal Asset Disposition Association 1985 - 1987
Prudential Real Estate Company 1985 - 1986
Salomon Brothers Inc 1981 - 1983
Skills
Asset Managment, Due Diligence, Real Estate Development, Real Estate Acquisitions, Disposition, Real Estate Economics
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Tufts University 1977 — 1981
Bachelor of Science, Civil Engineering
Bascom Portfolio Advisors January 2008 - Present
Lehman Brothers 1995 - 2007
The Hanford/Healy Companies 1991 - 1995
O’Donnell Armstrong & Partners 1988 - 1990
Federal Asset Disposition Association 1985 - 1987
Prudential Real Estate Company 1985 - 1986
Salomon Brothers Inc 1981 - 1983
Skills
Asset Managment, Due Diligence, Real Estate Development, Real Estate Acquisitions, Disposition, Real Estate Economics
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Tufts University 1977 — 1981
Bachelor of Science, Civil Engineering
Yvonne Hart Yvonne Hart's Lehman Brothers Experience 2005 - 2006
Job West Power and Gas Trader at Castleton Commodities International
Industry Financial Services
Experience
Castleton Commodities International September 2013 - Present
Bank of America Merrill Lynch June 2010 - September 2013
The Robert Toigo Foundation 2007 - 2009
The Robert Toigo Foundation 2007 - 2009
Lehman Brothers 2005 - 2006
Primary Global Research 2005 - 2005
EFI 2000 - 2004
Skills
Financial Modeling, Strategy, Cross-functional Team..., Investments, Analysis, Hedge Funds, Management, Trading, Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Stanford University 1996 — 2000
BS, Computer Science
Castleton Commodities International September 2013 - Present
Bank of America Merrill Lynch June 2010 - September 2013
The Robert Toigo Foundation 2007 - 2009
The Robert Toigo Foundation 2007 - 2009
Lehman Brothers 2005 - 2006
Primary Global Research 2005 - 2005
EFI 2000 - 2004
Skills
Financial Modeling, Strategy, Cross-functional Team..., Investments, Analysis, Hedge Funds, Management, Trading, Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Stanford University 1996 — 2000
BS, Computer Science
Shelley Jacobson Shelley Jacobson's Lehman Brothers Experience June 2007 - August 2007
Job Senior Manager of Operations and Extended Learning at DC Prep
Industry Education Management
Experience
DC Prep July 2014 - Present
Stanford University August 2012 - June 2014
Achievement First June 2013 - August 2013
Aspire Public Schools May 2012 - August 2012
Huntsman Gay Global Capital September 2010 - August 2012
Barclays Capital July 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Education
Stanford University 2012 — 2014
MBA / MA in Education
University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Finance
DC Prep July 2014 - Present
Stanford University August 2012 - June 2014
Achievement First June 2013 - August 2013
Aspire Public Schools May 2012 - August 2012
Huntsman Gay Global Capital September 2010 - August 2012
Barclays Capital July 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Education
Stanford University 2012 — 2014
MBA / MA in Education
University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Finance
Aly Kassam-Remtulla Aly Kassam-Remtulla's Lehman Brothers Experience 2001 - 2001
Job Assistant Provost at Princeton University
Industry Higher Education
Experience
Princeton University 2015 - Present
Princeton University 2015 - 2015
Princeton University 2012 - 2015
Princeton University 2010 - 2012
New York University 2008 - 2010
Remtulla Consulting 2007 - 2010
Columbia University 2008 - 2009
MacArthur Foundation 2004 - 2007
Isaacson, Miller 2001 - 2004
Lehman Brothers 2001 - 2001
Skills
Fundraising, Non-profits, Program Management, Grants, Grant Writing, Research, Philanthropy, Nonprofits, Capacity Building, Human Rights, Public Policy, Board Development, International..., Policy, Policy Analysis, Strategy, Higher Education, International Relations, Politics, Program Evaluation
Education
University of Oxford
Doctorate
University of Oxford - Said Business School
MBA
University of Oxford
MSc, Forced Migration
Stanford University
BA, Anthropology, Biology, Asian American Studies
Armand Hammer United World College
IB Diploma, Anthropology, Biology, Chemistry
Western Canada High School
Princeton University 2015 - Present
Princeton University 2015 - 2015
Princeton University 2012 - 2015
Princeton University 2010 - 2012
New York University 2008 - 2010
Remtulla Consulting 2007 - 2010
Columbia University 2008 - 2009
MacArthur Foundation 2004 - 2007
Isaacson, Miller 2001 - 2004
Lehman Brothers 2001 - 2001
Skills
Fundraising, Non-profits, Program Management, Grants, Grant Writing, Research, Philanthropy, Nonprofits, Capacity Building, Human Rights, Public Policy, Board Development, International..., Policy, Policy Analysis, Strategy, Higher Education, International Relations, Politics, Program Evaluation
Education
University of Oxford
Doctorate
University of Oxford - Said Business School
MBA
University of Oxford
MSc, Forced Migration
Stanford University
BA, Anthropology, Biology, Asian American Studies
Armand Hammer United World College
IB Diploma, Anthropology, Biology, Chemistry
Western Canada High School
Nicole Adamson Duda's Lehman Brothers Experience June 2008 - August 2008
Job JD Candidate at Stanford Law School
Industry Law Practice
Experience
Cooley LLP June 2015 - August 2015
Fenwick & West June 2014 - August 2014
Facebook December 2011 - August 2013
Facebook July 2009 - January 2012
Lehman Brothers June 2008 - August 2008
Education
Stanford Law School 2013 — 2016
JD
Stanford University 2005 — 2009
BA, Political Science
Harvard-Westlake School 1999 — 2005
Cooley LLP June 2015 - August 2015
Fenwick & West June 2014 - August 2014
Facebook December 2011 - August 2013
Facebook July 2009 - January 2012
Lehman Brothers June 2008 - August 2008
Education
Stanford Law School 2013 — 2016
JD
Stanford University 2005 — 2009
BA, Political Science
Harvard-Westlake School 1999 — 2005
Burke Dempsey's Lehman Brothers Experience 1987 - 1993
Job President at Bretton Advisors Inc.
Industry Financial Services
Experience
Bretton Advisors Inc. January 2015 - Present
Ellington Management Group January 2012 - December 2014
WellAuctioned 2004 - 2012
Cantor Fitzgerald November 2006 - March 2011
UBS 2000 - 2003
Friedman, Billings, Ramsey & CO., Inc. September 1997 - April 2000
Montgomery Securities 1993 - 1997
Lehman Brothers 1987 - 1993
Skills
Private Equity, Mergers, Valuation, Venture Capital, Strategic Consulting, Investment Banking, Equities, Market Structure, Corporate Finance, Strategy, Business Strategy, Financial Modeling, Due Diligence, Business Development, Mergers & Acquisitions, Capital Markets, Asset Management, Hedge Funds, Investments, Securities, Banking, Finance
Education
Stanford University 1980 — 1984
Bachelor of Science (BS), Applied Earth Sciences
Phillips Academy 1976 — 1980
HS, College Prep
Bretton Advisors Inc. January 2015 - Present
Ellington Management Group January 2012 - December 2014
WellAuctioned 2004 - 2012
Cantor Fitzgerald November 2006 - March 2011
UBS 2000 - 2003
Friedman, Billings, Ramsey & CO., Inc. September 1997 - April 2000
Montgomery Securities 1993 - 1997
Lehman Brothers 1987 - 1993
Skills
Private Equity, Mergers, Valuation, Venture Capital, Strategic Consulting, Investment Banking, Equities, Market Structure, Corporate Finance, Strategy, Business Strategy, Financial Modeling, Due Diligence, Business Development, Mergers & Acquisitions, Capital Markets, Asset Management, Hedge Funds, Investments, Securities, Banking, Finance
Education
Stanford University 1980 — 1984
Bachelor of Science (BS), Applied Earth Sciences
Phillips Academy 1976 — 1980
HS, College Prep
Justin Wilson Justin Wilson's Lehman Brothers Experience 2001 - 2001
Job Head of Global Top Accounts, Technology and Media & Entertainment at Google
Industry Internet
Experience
Google February 2015 - Present
Google September 2014 - January 2015
Google May 2012 - August 2014
The Boston Consulting Group 2008 - 2012
Google 2007 - 2007
Boston Consulting Group 2003 - 2006
Monitor Ventures 2002 - 2002
Lehman Brothers 2001 - 2001
Skills
Business Strategy, Digital Media, Digital Marketing, Marketing Strategy, Marketing, Brand Marketing, Corporate Development, Strategic Planning, Strategy, Leadership, Sales Management, Sales, Digital Strategy, Online Advertising, Due Diligence, Growth, Pricing Strategy, Financial Modeling, New Business Development, Operations, M&A due diligence, Revenue, Management Consulting, Cross-functional Team..., Business Modeling, Team Leadership
Education
Stanford University Graduate School of Business
MBA, Business
Stanford University
MS, Management Science and Engineering (Strategy, Policy, Organizations)
Stanford University
BS, Management Science and Engineering (Financial & Decision Engineering)
Google February 2015 - Present
Google September 2014 - January 2015
Google May 2012 - August 2014
The Boston Consulting Group 2008 - 2012
Google 2007 - 2007
Boston Consulting Group 2003 - 2006
Monitor Ventures 2002 - 2002
Lehman Brothers 2001 - 2001
Skills
Business Strategy, Digital Media, Digital Marketing, Marketing Strategy, Marketing, Brand Marketing, Corporate Development, Strategic Planning, Strategy, Leadership, Sales Management, Sales, Digital Strategy, Online Advertising, Due Diligence, Growth, Pricing Strategy, Financial Modeling, New Business Development, Operations, M&A due diligence, Revenue, Management Consulting, Cross-functional Team..., Business Modeling, Team Leadership
Education
Stanford University Graduate School of Business
MBA, Business
Stanford University
MS, Management Science and Engineering (Strategy, Policy, Organizations)
Stanford University
BS, Management Science and Engineering (Financial & Decision Engineering)
Brano Perkovich Brano Perkovich's Lehman Brothers Experience January 2007 - September 2008
Job Executive Vice President San Francisco 49ers
Industry Venture Capital & Private Equity
Experience
San Francisco 49ers February 2015 - Present
Aurum Partners LLC April 2014 - Present
VenueNext Inc. March 2014 - Present
Barclays January 2010 - March 2014
Barclays September 2008 - December 2009
Lehman Brothers January 2007 - September 2008
Lehman Brothers August 2004 - December 2006
The Boston Consulting Group May 2000 - May 2002
Motorola Solutions 1999 - 2000
Skills
Investment Banking, Business Development, Corporate Development, Venture Capital, Corporate Finance, Business Strategy, Strategy, IPO, Start-ups, Private Equity, Mergers & Acquisitions, Valuation, Entrepreneurship, Executive Management, Enterprise Software
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Business Administration and Management, General
University of California, Berkeley 1997 — 2000
Bachelor of Science, Electrical Engineering and Computer Science
San Francisco 49ers February 2015 - Present
Aurum Partners LLC April 2014 - Present
VenueNext Inc. March 2014 - Present
Barclays January 2010 - March 2014
Barclays September 2008 - December 2009
Lehman Brothers January 2007 - September 2008
Lehman Brothers August 2004 - December 2006
The Boston Consulting Group May 2000 - May 2002
Motorola Solutions 1999 - 2000
Skills
Investment Banking, Business Development, Corporate Development, Venture Capital, Corporate Finance, Business Strategy, Strategy, IPO, Start-ups, Private Equity, Mergers & Acquisitions, Valuation, Entrepreneurship, Executive Management, Enterprise Software
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Business Administration and Management, General
University of California, Berkeley 1997 — 2000
Bachelor of Science, Electrical Engineering and Computer Science
Kerem Alper's Lehman Brothers Experience July 2007 - November 2008
Job Cofounder of ATÖLYE Labs
Industry Design
Experience
ATÖLYE Labs June 2013 - Present
Nest Labs May 2012 - September 2012
Cadent Energy Partners September 2008 - December 2010
Lehman Brothers July 2007 - November 2008
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Stanford University 2011 — 2013
MS in Sustainable Design
Wesleyan University 2003 — 2007
B.A., Mathematics-Economics
ATÖLYE Labs June 2013 - Present
Nest Labs May 2012 - September 2012
Cadent Energy Partners September 2008 - December 2010
Lehman Brothers July 2007 - November 2008
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Stanford University 2011 — 2013
MS in Sustainable Design
Wesleyan University 2003 — 2007
B.A., Mathematics-Economics
Rich DeProspo Rich DeProspo's Lehman Brothers Experience 1982 - 1990
Job Managing Director and Manager Western Region at Stern Brothers, Investment Bankers
Industry Investment Banking
Experience
Stern Brothers, Investment Bankers June 2013 - Present
Wedbush Morgan Securities April 2008 - June 2013
De La Rosa & Co. February 2001 - April 2008
Prager, Sealy & Co., LLC 1990 - 2001
Lehman Brothers 1982 - 1990
BNY Mellon 1980 - 1982
Skills
Capital Markets, Fixed Income, Investment Banking, Securities, Asset Management, Structured Finance, Financial Modeling, Series 7, Public Finance, Bloomberg, Mergers & Acquisitions, Valuation, Hedge Funds, Investments, Bonds, Due Diligence, Equities, Alternative Investments
Education
University at Albany, SUNY 1978 — 1980
MBA, Finance
State University of New York at New Paltz 1973 — 1977
B.A.
Stern Brothers, Investment Bankers June 2013 - Present
Wedbush Morgan Securities April 2008 - June 2013
De La Rosa & Co. February 2001 - April 2008
Prager, Sealy & Co., LLC 1990 - 2001
Lehman Brothers 1982 - 1990
BNY Mellon 1980 - 1982
Skills
Capital Markets, Fixed Income, Investment Banking, Securities, Asset Management, Structured Finance, Financial Modeling, Series 7, Public Finance, Bloomberg, Mergers & Acquisitions, Valuation, Hedge Funds, Investments, Bonds, Due Diligence, Equities, Alternative Investments
Education
University at Albany, SUNY 1978 — 1980
MBA, Finance
State University of New York at New Paltz 1973 — 1977
B.A.
Andy Richard Andy Richard's Lehman Brothers Experience August 1996 - May 2000
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2011 - Present
H/2 Capital Partners September 2010 - November 2010
Goldman Sachs December 2005 - May 2010
Goldman Sachs May 2000 - November 2005
Lehman Brothers August 1996 - May 2000
Skills
Investment Banking, Mergers & Acquisitions, Real Estate, Corporate Finance, Real Estate Financing, REIT
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (M.B.A.), Finance, Palmer Scholar (top 5% of class)
Stanford University 1987 — 1991
A.B., English, Honors
Credit Suisse January 2011 - Present
H/2 Capital Partners September 2010 - November 2010
Goldman Sachs December 2005 - May 2010
Goldman Sachs May 2000 - November 2005
Lehman Brothers August 1996 - May 2000
Skills
Investment Banking, Mergers & Acquisitions, Real Estate, Corporate Finance, Real Estate Financing, REIT
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (M.B.A.), Finance, Palmer Scholar (top 5% of class)
Stanford University 1987 — 1991
A.B., English, Honors
Angel D. Harley's Lehman Brothers Experience July 2007 - October 2008
Job EVENT MARKETING | PROJECT MANAGEMENT | BRAND STRATEGY
Industry Events Services
Experience
KIPP Bay Area Schools September 2012 - August 2015
Bessemer Trust December 2008 - September 2012
Lehman Brothers July 2007 - October 2008
General Motors 2005 - 2006
Skills
Project Management, Marketing Concepts, Event Creatives, Marketing Communications, New Business Development, HTML, Non-profits, Event Management, Event Planning, Management, Marketing, Nonprofits, Strategy, Corporate Events, Fundraising, Volunteer Management, Sponsorship, Leadership, Public Speaking, Social Media
Education
State University of New York at New Paltz 2003 — 2005
B.A., Political Science
Stony Brook University 2000 — 2002
KIPP Bay Area Schools September 2012 - August 2015
Bessemer Trust December 2008 - September 2012
Lehman Brothers July 2007 - October 2008
General Motors 2005 - 2006
Skills
Project Management, Marketing Concepts, Event Creatives, Marketing Communications, New Business Development, HTML, Non-profits, Event Management, Event Planning, Management, Marketing, Nonprofits, Strategy, Corporate Events, Fundraising, Volunteer Management, Sponsorship, Leadership, Public Speaking, Social Media
Education
State University of New York at New Paltz 2003 — 2005
B.A., Political Science
Stony Brook University 2000 — 2002
Christopher Lau Christopher Lau's Lehman Brothers Experience 2005 - 2007
Job Cofounder at Dishery
Industry Computer Software
Experience
Dishery March 2015 - Present
Lau Brothers LLC February 2013 - Present
Och-Ziff Capital Management July 2007 - February 2013
Lehman Brothers 2005 - 2007
Skills
Investment Banking, Investments, Restructuring, High Yield, Capital Structure, Hedge Funds, Equities, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Bloomberg, Derivatives, Asset Management, Equity Derivatives, Start-ups
Education
Stanford University 2004 — 2005
MS
Stanford University 2000 — 2004
BS
Dishery March 2015 - Present
Lau Brothers LLC February 2013 - Present
Och-Ziff Capital Management July 2007 - February 2013
Lehman Brothers 2005 - 2007
Skills
Investment Banking, Investments, Restructuring, High Yield, Capital Structure, Hedge Funds, Equities, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Bloomberg, Derivatives, Asset Management, Equity Derivatives, Start-ups
Education
Stanford University 2004 — 2005
MS
Stanford University 2000 — 2004
BS
Nathan Kimes Nathan Kimes's Lehman Brothers Experience July 2000 - July 2002
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Private Investor 2009 - Present
Hicks Holdings August 2006 - November 2009
Sirios Capital Management June 2005 - August 2005
Natural Gas Partners July 2002 - July 2004
Lehman Brothers July 2000 - July 2002
Skills
Valuation, Financial Modeling, Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Investments, Portfolio Management, Hedge Funds, Equities, Competitive Analysis, Analysis, Energy, LBO, Trading
Education
Stanford Graduate School of Business 2004 — 2006
Master of Business Administration (MBA)
University of Tulsa 1996 — 2000
Bachelor of Science (BS), Chemical Engineering
Private Investor 2009 - Present
Hicks Holdings August 2006 - November 2009
Sirios Capital Management June 2005 - August 2005
Natural Gas Partners July 2002 - July 2004
Lehman Brothers July 2000 - July 2002
Skills
Valuation, Financial Modeling, Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Investments, Portfolio Management, Hedge Funds, Equities, Competitive Analysis, Analysis, Energy, LBO, Trading
Education
Stanford Graduate School of Business 2004 — 2006
Master of Business Administration (MBA)
University of Tulsa 1996 — 2000
Bachelor of Science (BS), Chemical Engineering
Vic Chynoweth Vic Chynoweth's Lehman Brothers Experience June 2001 - December 2003
Job Chief Financial Officer, Planview
Industry Computer Software
Experience
Planview, Inc. April 2015 - Present
Vertafore, Inc. January 2010 - February 2015
Topaz Bridge November 2008 - August 2009
Cray Inc. 2003 - 2008
Lehman Brothers June 2001 - December 2003
Collegiate Funding Group September 1998 - 2001
Skills
Financial Analysis, SaaS, Product Management, Business Development, Mergers, Start-ups, Salesforce.com, Revenue Recognition, SEC filings, Corporate Finance, Financial Modeling, Strategic Planning, Competitive Analysis, Financial Reporting, Due Diligence, Mergers & Acquisitions, Accounting, Forecasting, Strategy, Management, Enterprise Software, Analysis, Finance, Strategic Financial..., Project Management, Executive Management, Go-to-market Strategy
Education
Stanford University Graduate School of Business 2007 — 2007
Post Graduate Certificate, Business
University of Washington 2000 — 2002
MBA, Business, Finance, Marketing
University of Colorado Boulder 1994 — 1998
B.A., Biology
Planview, Inc. April 2015 - Present
Vertafore, Inc. January 2010 - February 2015
Topaz Bridge November 2008 - August 2009
Cray Inc. 2003 - 2008
Lehman Brothers June 2001 - December 2003
Collegiate Funding Group September 1998 - 2001
Skills
Financial Analysis, SaaS, Product Management, Business Development, Mergers, Start-ups, Salesforce.com, Revenue Recognition, SEC filings, Corporate Finance, Financial Modeling, Strategic Planning, Competitive Analysis, Financial Reporting, Due Diligence, Mergers & Acquisitions, Accounting, Forecasting, Strategy, Management, Enterprise Software, Analysis, Finance, Strategic Financial..., Project Management, Executive Management, Go-to-market Strategy
Education
Stanford University Graduate School of Business 2007 — 2007
Post Graduate Certificate, Business
University of Washington 2000 — 2002
MBA, Business, Finance, Marketing
University of Colorado Boulder 1994 — 1998
B.A., Biology
Alex Jacquet's Lehman Brothers Experience July 2006 - July 2008
Job COO at Smiletime
Industry Entertainment
Experience
Smiletime July 2014 - Present
Hulu June 2013 - August 2013
The Walt Disney Company July 2008 - January 2011
Lehman Brothers July 2006 - July 2008
Skills
Corporate Development, Mergers, Financial Modeling, Business Strategy, Corporate Finance, Film Finance, Entrepreneurship, Social Entrepreneurship, Mergers & Acquisitions, Due Diligence, Valuation, Business Development, Strategy, Venture Capital, Investment Banking, Leadership, Investments, Start-ups
Education
Stanford University Graduate School of Business 2012 — 2014
MBA
Stanford University 2002 — 2006
International Relations, Political Economy
Belmont Hill School 1996 — 2002
Smiletime July 2014 - Present
Hulu June 2013 - August 2013
The Walt Disney Company July 2008 - January 2011
Lehman Brothers July 2006 - July 2008
Skills
Corporate Development, Mergers, Financial Modeling, Business Strategy, Corporate Finance, Film Finance, Entrepreneurship, Social Entrepreneurship, Mergers & Acquisitions, Due Diligence, Valuation, Business Development, Strategy, Venture Capital, Investment Banking, Leadership, Investments, Start-ups
Education
Stanford University Graduate School of Business 2012 — 2014
MBA
Stanford University 2002 — 2006
International Relations, Political Economy
Belmont Hill School 1996 — 2002
Joseph Singleton Joseph Singleton's Lehman Brothers Experience May 2008 - October 2008
Job Helpdesk Technician for National Football League
Industry Information Technology and Services
Experience
National Football League March 2014 - Present
Continuum Health Partners November 2011 - August 2013
Sprint May 2009 - November 2011
Lehman Brothers May 2008 - October 2008
Flextronics February 2007 - May 2008
Skills
Computers, Cellular Communications, Technical Services, Blackberry Enterprise..., Blackberry OS, Android, iPhone Support, Analysts, Managing Accounts, Managing Workflow, Microsoft Backoffice, Microsoft Office, Production Deployment, Wireless Routers, Cisco WAN, Paging, Information Technology, Technical Information, Windows Vista, Windows 7
Education
Ashford University 2013 — 2017
Bachelors in Business Information Systems, Computer and Information Sciences and Support Services
State University of New York at Delhi 2005 — 2006
College Credits, Computer/Information Technology Administration and Management
Freeport Highschool 2001 — 2005
High School Diploma
National Football League March 2014 - Present
Continuum Health Partners November 2011 - August 2013
Sprint May 2009 - November 2011
Lehman Brothers May 2008 - October 2008
Flextronics February 2007 - May 2008
Skills
Computers, Cellular Communications, Technical Services, Blackberry Enterprise..., Blackberry OS, Android, iPhone Support, Analysts, Managing Accounts, Managing Workflow, Microsoft Backoffice, Microsoft Office, Production Deployment, Wireless Routers, Cisco WAN, Paging, Information Technology, Technical Information, Windows Vista, Windows 7
Education
Ashford University 2013 — 2017
Bachelors in Business Information Systems, Computer and Information Sciences and Support Services
State University of New York at Delhi 2005 — 2006
College Credits, Computer/Information Technology Administration and Management
Freeport Highschool 2001 — 2005
High School Diploma
Mike Selender Mike Selender's Lehman Brothers Experience 1995 - 1999
Job Technical Analyst at Chubb
Industry Insurance
Experience
Chubb Group of Insurance Companies 2002 - Present
SetFocus 2002 - 2002
Merrill Lynch 2000 - 2002
Mellon Investor Services 1999 - 2000
Lehman Brothers 1995 - 1999
Paine Webber 1990 - 1995
ADP 1989 - 1990
MetLife 1987 - 1990
Skills
Java, Software Development, Visual Basic, VB.NET, Databases, C, SDLC, Visio, SQL, Vendor Management, Business Analysis, Requirements Analysis, Microsoft SQL Server, JavaScript, SharePoint, XML, Software Project..., Project Management, Strategic Planning, Training, Microsoft Excel, Python, R, Data Visualization, Data Analysis, Scala, Android, Objective C, Oracle, ArcGIS
Education
State University of New York at New Paltz 1977 — 1980
MA, Botany
State University of New York College of Environmental Sciences and Forestry 1974 — 1976
BS, Botany
Syracuse University 1974 — 1976
BS, Botany
Chubb Group of Insurance Companies 2002 - Present
SetFocus 2002 - 2002
Merrill Lynch 2000 - 2002
Mellon Investor Services 1999 - 2000
Lehman Brothers 1995 - 1999
Paine Webber 1990 - 1995
ADP 1989 - 1990
MetLife 1987 - 1990
Skills
Java, Software Development, Visual Basic, VB.NET, Databases, C, SDLC, Visio, SQL, Vendor Management, Business Analysis, Requirements Analysis, Microsoft SQL Server, JavaScript, SharePoint, XML, Software Project..., Project Management, Strategic Planning, Training, Microsoft Excel, Python, R, Data Visualization, Data Analysis, Scala, Android, Objective C, Oracle, ArcGIS
Education
State University of New York at New Paltz 1977 — 1980
MA, Botany
State University of New York College of Environmental Sciences and Forestry 1974 — 1976
BS, Botany
Syracuse University 1974 — 1976
BS, Botany
Arnab Chanda Arnab Chanda's Lehman Brothers Experience July 2000 - February 2007
Job Senior Director, Investor Relations at NVIDIA
Industry Semiconductors
Experience
NVIDIA February 2015 - Present
OmniVision Technologies, Inc. February 2013 - January 2015
Avian Securities February 2012 - December 2012
Roth Capital Partners February 2009 - November 2011
Deutsche Bank March 2007 - January 2009
Lehman Brothers July 2000 - February 2007
Robertson Stephens February 1999 - June 2000
Robertson Stephens January 1998 - February 1999
Robertson Stephens July 1996 - December 1997
Skills
Technology Expert, Startup Consulting, Semiconductors, Financial Modeling, Strategy Development, Corporate Development, Competitive Analysis, Equities, Entrepreneurship, Business Development, Investment Banking, Product Management, Strategy, Venture Capital, Hedge Funds, Corporate Finance, Valuation, Equity Research, Start-ups, Analytics, Cross-functional Team..., IC, Financial Analysis, Due Diligence, Capital Markets, Electronics, Asset Management, Portfolio Management, Private Equity, Emerging Markets, Bloomberg, Equity Valuation, Alternative Investments, Securities, M&A experience, Trading, Structured Finance, Financial Markets, Mergers & Acquisitions, Finance, Investor Relations, Investment Management, IPO
Education
Stanford University 1992 — 1996
BS
St James School 1990 — 1992
St Lawrence High School 1987 — 1990
NVIDIA February 2015 - Present
OmniVision Technologies, Inc. February 2013 - January 2015
Avian Securities February 2012 - December 2012
Roth Capital Partners February 2009 - November 2011
Deutsche Bank March 2007 - January 2009
Lehman Brothers July 2000 - February 2007
Robertson Stephens February 1999 - June 2000
Robertson Stephens January 1998 - February 1999
Robertson Stephens July 1996 - December 1997
Skills
Technology Expert, Startup Consulting, Semiconductors, Financial Modeling, Strategy Development, Corporate Development, Competitive Analysis, Equities, Entrepreneurship, Business Development, Investment Banking, Product Management, Strategy, Venture Capital, Hedge Funds, Corporate Finance, Valuation, Equity Research, Start-ups, Analytics, Cross-functional Team..., IC, Financial Analysis, Due Diligence, Capital Markets, Electronics, Asset Management, Portfolio Management, Private Equity, Emerging Markets, Bloomberg, Equity Valuation, Alternative Investments, Securities, M&A experience, Trading, Structured Finance, Financial Markets, Mergers & Acquisitions, Finance, Investor Relations, Investment Management, IPO
Education
Stanford University 1992 — 1996
BS
St James School 1990 — 1992
St Lawrence High School 1987 — 1990
Bard Luippold, CFA Bard Luippold, CFA's Lehman Brothers Experience July 2001 - August 2003
Job Chief Executive Officer at ProGlass, Inc.
Industry Glass, Ceramics & Concrete
Experience
ProGlass, Inc. June 2013 - Present
Meracord LLC April 2013 - June 2013
Meracord LLC January 2011 - April 2013
NoteWorld LLC November 2008 - December 2010
World Vision International March 2004 - November 2008
Lehman Brothers July 2001 - August 2003
Skills
Financial Modeling, Investments, Market Research, Strategic Planning, Portfolio Management, Economics, Valuation, Non-profits, Fundraising, Financial Analysis, Analysis, Competitive Analysis, Market Analysis, Project Management, International..., Research, Data Analysis, Business Strategy, Quantitative Research, Financial Services, Entrepreneurship, Budgets, Finance, Trading, Executive Management, Strategy, International Relations, Asset Allocation, Managerial Finance, Nonprofits, Management Consulting, Marketing, Management, Project Planning, Forecasting, Due Diligence, Fixed Income, Start-ups, Corporate Finance, Leadership, Negotiation, Banking, Risk Management, Business Development, Emerging Markets, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Strategic Financial..., Venture Capital
Education
Stanford University 1998 — 2001
BA, International Relations with Honors, 3.78GPA
Fountain Valley High School 1994 — 1998
High School, General Studies, 4.48GPA (#14 in Class of 571)
ProGlass, Inc. June 2013 - Present
Meracord LLC April 2013 - June 2013
Meracord LLC January 2011 - April 2013
NoteWorld LLC November 2008 - December 2010
World Vision International March 2004 - November 2008
Lehman Brothers July 2001 - August 2003
Skills
Financial Modeling, Investments, Market Research, Strategic Planning, Portfolio Management, Economics, Valuation, Non-profits, Fundraising, Financial Analysis, Analysis, Competitive Analysis, Market Analysis, Project Management, International..., Research, Data Analysis, Business Strategy, Quantitative Research, Financial Services, Entrepreneurship, Budgets, Finance, Trading, Executive Management, Strategy, International Relations, Asset Allocation, Managerial Finance, Nonprofits, Management Consulting, Marketing, Management, Project Planning, Forecasting, Due Diligence, Fixed Income, Start-ups, Corporate Finance, Leadership, Negotiation, Banking, Risk Management, Business Development, Emerging Markets, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Strategic Financial..., Venture Capital
Education
Stanford University 1998 — 2001
BA, International Relations with Honors, 3.78GPA
Fountain Valley High School 1994 — 1998
High School, General Studies, 4.48GPA (#14 in Class of 571)
Kristina Omari's Lehman Brothers Experience August 1997 - March 2000
Job
Industry Investment Banking
Experience
Adobe Systems Inc August 2005 - September 2013
Hewlett-Packard Co September 2000 - July 2005
Lehman Brothers August 1997 - March 2000
PaineWebber 1992 - 1995
Skills
Venture Capital, Mergers, Business Strategy, Strategy, Strategic Partnerships, Due Diligence, Corporate Development, Valuation, SaaS, Business Development, Investment Banking, Executive Management, Acquisition Integration, Enterprise Software, Restructuring, Finance, Strategic Planning, Investments, Mergers & Acquisitions, Leadership, Acquisitions
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Stanford University 1988 — 1992
B.S., Industrial Engineering
Adobe Systems Inc August 2005 - September 2013
Hewlett-Packard Co September 2000 - July 2005
Lehman Brothers August 1997 - March 2000
PaineWebber 1992 - 1995
Skills
Venture Capital, Mergers, Business Strategy, Strategy, Strategic Partnerships, Due Diligence, Corporate Development, Valuation, SaaS, Business Development, Investment Banking, Executive Management, Acquisition Integration, Enterprise Software, Restructuring, Finance, Strategic Planning, Investments, Mergers & Acquisitions, Leadership, Acquisitions
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Stanford University 1988 — 1992
B.S., Industrial Engineering
Bonnie Lind's Lehman Brothers Experience June 2000 - May 2002
Job
Industry Renewables & Environment
Experience
Berkshire Bridge Capital, LLC January 2015 - Present
Microdel August 2014 - Present
Nevada Governor's Office of Economic Development April 2012 - August 2014
First Wind December 2009 - September 2011
First Wind February 2008 - December 2009
UPC Wind Management, LLC February 2007 - February 2008
Edison International June 2006 - February 2007
MWH May 2002 - September 2003
Lehman Brothers June 2000 - May 2002
Skills
Wind, Financial Analysis, Renewable Energy, Energy, Financial Modeling, Wind Energy, Budgeting, Excel, Contract Negotiation, Contract Management, Operations Management, Corporate Finance, Business Planning, Customer Relations, Project Finance, Due Diligence, Management, Analysis, Microsoft Excel, Valuation, Mergers & Acquisitions, Smart Grid, Budgets, Customer Service, Wind Turbines, Strategic Planning, Program Management
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA
Stanford University 1996 — 2000
BS
Berkshire Bridge Capital, LLC January 2015 - Present
Microdel August 2014 - Present
Nevada Governor's Office of Economic Development April 2012 - August 2014
First Wind December 2009 - September 2011
First Wind February 2008 - December 2009
UPC Wind Management, LLC February 2007 - February 2008
Edison International June 2006 - February 2007
MWH May 2002 - September 2003
Lehman Brothers June 2000 - May 2002
Skills
Wind, Financial Analysis, Renewable Energy, Energy, Financial Modeling, Wind Energy, Budgeting, Excel, Contract Negotiation, Contract Management, Operations Management, Corporate Finance, Business Planning, Customer Relations, Project Finance, Due Diligence, Management, Analysis, Microsoft Excel, Valuation, Mergers & Acquisitions, Smart Grid, Budgets, Customer Service, Wind Turbines, Strategic Planning, Program Management
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA
Stanford University 1996 — 2000
BS
Kenneth Allen's Lehman Brothers Experience August 1994 - November 2007
Job
Industry Financial Services
Experience
Azurest Partners October 2012 - Present
JP Morgan January 2010 - October 2012
Lagos Holdings January 2008 - February 2010
Lehman Brothers August 1994 - November 2007
Merck August 1990 - June 1992
Skills
Investment Banking, Capital Markets, Business Strategy, Valuation, Private Equity, Strategic Negotiations, Venture Capital, Corporate Development, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Entrepreneurship, Financial Analysis, Strategy
Education
Stanford University 1992 — 1994
MA, Education
Stanford University Graduate School of Business 1992 — 1994
MBA
University of Pennsylvania 1986 — 1990
BS, Systems Engineering
Azurest Partners October 2012 - Present
JP Morgan January 2010 - October 2012
Lagos Holdings January 2008 - February 2010
Lehman Brothers August 1994 - November 2007
Merck August 1990 - June 1992
Skills
Investment Banking, Capital Markets, Business Strategy, Valuation, Private Equity, Strategic Negotiations, Venture Capital, Corporate Development, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Entrepreneurship, Financial Analysis, Strategy
Education
Stanford University 1992 — 1994
MA, Education
Stanford University Graduate School of Business 1992 — 1994
MBA
University of Pennsylvania 1986 — 1990
BS, Systems Engineering
Ilya Kotlyar's Lehman Brothers Experience April 2007 - September 2008
Job
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Deutsche Bank September 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers April 2007 - September 2008
Credit Suisse February 2005 - March 2007
Merill Lynch February 2004 - February 2005
Lehman Brothers June 2000 - February 2004
Skills
Trading Systems, Electronic Trading, Low Latency, Equity Trading, Exchange Connectivity, Prime Brokerage, Sybase, Capital Markets, Options, Equity Derivatives, Derivatives, Investment Banking, Market Data, Equities, Fixed Income
Education
State University of New York at New Paltz 1996 — 2000
BS
Deutsche Bank August 2014 - Present
Deutsche Bank September 2011 - Present
Barclays Capital September 2008 - July 2011
Lehman Brothers April 2007 - September 2008
Credit Suisse February 2005 - March 2007
Merill Lynch February 2004 - February 2005
Lehman Brothers June 2000 - February 2004
Skills
Trading Systems, Electronic Trading, Low Latency, Equity Trading, Exchange Connectivity, Prime Brokerage, Sybase, Capital Markets, Options, Equity Derivatives, Derivatives, Investment Banking, Market Data, Equities, Fixed Income
Education
State University of New York at New Paltz 1996 — 2000
BS
Hull Xu's Lehman Brothers Experience June 2007 - August 2007
Job Vice President at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank September 2014 - Present
GE Capital June 2013 - September 2014
Barclays Investment Bank August 2010 - June 2013
Barclays Investment Bank June 2008 - July 2010
CalPERS September 2007 - December 2007
Lehman Brothers June 2007 - August 2007
Turin Networks January 2001 - April 2007
Agilent Technologies 1999 - 2001
Hewlett-Packard 1996 - 1999
Skills
Product Management, Business Strategy, Financial Modeling, Private Equity, Corporate Finance, Business Development, Capital Raising, Mergers & Acquisitions, IPO, Technology Management, Supply Chain Management, Investment Banking, Venture Capital, Due Diligence, Equities, Technology, South East Asia, Valuation, Fundraising, Mergers, Strategy, Investments, Capital Markets, Financial Analysis
Education
Haas School of Business, UC Berkeley 2006 — 2008
MBA
Stanford University 1998 — 2000
MS
UC Davis 1992 — 1996
BS
Barclays Investment Bank September 2014 - Present
GE Capital June 2013 - September 2014
Barclays Investment Bank August 2010 - June 2013
Barclays Investment Bank June 2008 - July 2010
CalPERS September 2007 - December 2007
Lehman Brothers June 2007 - August 2007
Turin Networks January 2001 - April 2007
Agilent Technologies 1999 - 2001
Hewlett-Packard 1996 - 1999
Skills
Product Management, Business Strategy, Financial Modeling, Private Equity, Corporate Finance, Business Development, Capital Raising, Mergers & Acquisitions, IPO, Technology Management, Supply Chain Management, Investment Banking, Venture Capital, Due Diligence, Equities, Technology, South East Asia, Valuation, Fundraising, Mergers, Strategy, Investments, Capital Markets, Financial Analysis
Education
Haas School of Business, UC Berkeley 2006 — 2008
MBA
Stanford University 1998 — 2000
MS
UC Davis 1992 — 1996
BS
Connie Yu's Lehman Brothers Experience 2008 - 2008
Job Dropbox
Industry Internet
Experience
Dropbox 2013 - Present
Highbridge Capital Management 2009 - 2012
Lehman Brothers 2008 - 2008
Education
Stanford University 2008 — 2009
MS, Management Science & Engineering
Stanford University 2005 — 2009
BA, Economics
Dropbox 2013 - Present
Highbridge Capital Management 2009 - 2012
Lehman Brothers 2008 - 2008
Education
Stanford University 2008 — 2009
MS, Management Science & Engineering
Stanford University 2005 — 2009
BA, Economics
Shirley Chang's Lehman Brothers Experience March 2005 - May 2008
Job
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley July 2011 - July 2014
Morgan Stanley June 2008 - July 2009
Lehman Brothers March 2005 - May 2008
Caris & Company January 2004 - February 2005
Bank of America Private Bank November 1997 - January 2004
Robinson Lerer & Montgomery 1994 - 1995
Skills
Wealth Management..., Series 7, Alternative Investments, Wealth Management, Equities, Investments, Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Capital Markets, Securities
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
M.B.A.
Stanford University 1993 — 1997
B.S.
Morgan Stanley August 2014 - Present
Morgan Stanley July 2011 - July 2014
Morgan Stanley June 2008 - July 2009
Lehman Brothers March 2005 - May 2008
Caris & Company January 2004 - February 2005
Bank of America Private Bank November 1997 - January 2004
Robinson Lerer & Montgomery 1994 - 1995
Skills
Wealth Management..., Series 7, Alternative Investments, Wealth Management, Equities, Investments, Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Capital Markets, Securities
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
M.B.A.
Stanford University 1993 — 1997
B.S.
Cheryl Schimpf's Lehman Brothers Experience June 2001 - September 2008
Job
Industry Information Technology and Services
Experience
Urban Outfitters December 2009 - Present
Barclays Wealth September 2008 - December 2009
Lehman Brothers June 2001 - September 2008
TD Waterhouse June 1996 - May 2001
Skills
Project Planning, Business Analysis, Business Strategy, Business Process..., Requirements Analysis, Business Intelligence, IT Management, Management, Project Management, CRM, Strategic Planning, Integration, Quality Assurance, Data Analysis, MS Project, SDLC, Vendor Management, Leadership, Software Project..., Process Improvement, Program Management, PMO, Business Process, Product Management, IT Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Buffalo 1992 — 1996
Bachelor of Science
Urban Outfitters December 2009 - Present
Barclays Wealth September 2008 - December 2009
Lehman Brothers June 2001 - September 2008
TD Waterhouse June 1996 - May 2001
Skills
Project Planning, Business Analysis, Business Strategy, Business Process..., Requirements Analysis, Business Intelligence, IT Management, Management, Project Management, CRM, Strategic Planning, Integration, Quality Assurance, Data Analysis, MS Project, SDLC, Vendor Management, Leadership, Software Project..., Process Improvement, Program Management, PMO, Business Process, Product Management, IT Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Buffalo 1992 — 1996
Bachelor of Science
Dede Griesbauer's Lehman Brothers Experience 1997 - 1999
Job Professional Athlete, 3time Ironman Champion
Industry Sports
Experience
self employed March 2005 - Present
MFS Investment Management June 1999 - March 2005
Lehman Brothers 1997 - 1999
Skills
Equities, Investments, Asset Managment, Securities, Portfolio Management, Financial Analysis, Hedge Funds, Financial Modeling, Due Diligence, Alternative Investments, Mutual Funds, Valuation, Asset Management, Capital Markets, Private Equity, Marketing Strategy, Strategy, Sports, Management, Mergers & Acquisitions, Fixed Income, Coaching, Public Speaking
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Stanford University 1988 — 1992
BA, Public Policy
Choate Rosemary Hall 1985 — 1988
self employed March 2005 - Present
MFS Investment Management June 1999 - March 2005
Lehman Brothers 1997 - 1999
Skills
Equities, Investments, Asset Managment, Securities, Portfolio Management, Financial Analysis, Hedge Funds, Financial Modeling, Due Diligence, Alternative Investments, Mutual Funds, Valuation, Asset Management, Capital Markets, Private Equity, Marketing Strategy, Strategy, Sports, Management, Mergers & Acquisitions, Fixed Income, Coaching, Public Speaking
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Stanford University 1988 — 1992
BA, Public Policy
Choate Rosemary Hall 1985 — 1988
Chun Ming's Lehman Brothers Experience 2003 - 2005
Job Fixed income Technology
Industry Banking
Experience
Bank of America September 2009 - Present
Barclays Capital 2008 - 2009
Bear stearn 2007 - 2008
Bank of America 2005 - 2007
lehman brothers 2003 - 2005
Deutsche Bank 2000 - 2003
Lehman Brothers 1998 - 2000
Education
Stanford University
MSEE
Bank of America September 2009 - Present
Barclays Capital 2008 - 2009
Bear stearn 2007 - 2008
Bank of America 2005 - 2007
lehman brothers 2003 - 2005
Deutsche Bank 2000 - 2003
Lehman Brothers 1998 - 2000
Education
Stanford University
MSEE
Louis Hobson's Lehman Brothers Experience June 2007 - August 2007
Job Executive Vice President, Performance Management | Aon National Flood Services
Industry Financial Services
Experience
Aon January 2015 - Present
Aon January 2013 - January 2015
The Boston Consulting Group September 2004 - January 2013
Lehman Brothers June 2007 - August 2007
Stanford Football 1999 - 2003
NFL Canada 1998 - 1998
Skills
Market Entry, Strategic Planning, Analytics, Financial Analysis, Product Management, Cross-functional Team..., Program Management, Strategic Consulting, Go-to-market Strategy
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Stanford University 1999 — 2004
BS, Major: Electrical Engineering, Minor: Management Science & Engineering
Northern Secondary School 1994 — 1999
Aon January 2015 - Present
Aon January 2013 - January 2015
The Boston Consulting Group September 2004 - January 2013
Lehman Brothers June 2007 - August 2007
Stanford Football 1999 - 2003
NFL Canada 1998 - 1998
Skills
Market Entry, Strategic Planning, Analytics, Financial Analysis, Product Management, Cross-functional Team..., Program Management, Strategic Consulting, Go-to-market Strategy
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Stanford University 1999 — 2004
BS, Major: Electrical Engineering, Minor: Management Science & Engineering
Northern Secondary School 1994 — 1999
Ben Beder's Lehman Brothers Experience June 2008 - September 2008
Job Trader at DRW Trading Group
Industry Financial Services
Experience
DRW Trading Group May 2012 - Present
DRW Trading Group July 2009 - May 2012
Lehman Brothers June 2008 - September 2008
EB Exchange Funds December 2007 - June 2008
Stanford Graduate School of Business June 2007 - December 2007
Kingfish Group June 2007 - September 2007
Education
Stanford University 2005 — 2009
Bachelors of Arts and Science, Mathematics, Economics
DRW Trading Group May 2012 - Present
DRW Trading Group July 2009 - May 2012
Lehman Brothers June 2008 - September 2008
EB Exchange Funds December 2007 - June 2008
Stanford Graduate School of Business June 2007 - December 2007
Kingfish Group June 2007 - September 2007
Education
Stanford University 2005 — 2009
Bachelors of Arts and Science, Mathematics, Economics
Evan Lodes's Lehman Brothers Experience July 2007 - September 2008
Job Analyst at Senator Investment Group
Industry Financial Services
Experience
Senator Investment Group December 2014 - Present
Visium Asset Management May 2013 - October 2014
J.P. Morgan September 2010 - May 2013
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Education
Stanford University 2003 — 2007
Senator Investment Group December 2014 - Present
Visium Asset Management May 2013 - October 2014
J.P. Morgan September 2010 - May 2013
Barclays Capital September 2008 - August 2010
Lehman Brothers July 2007 - September 2008
Education
Stanford University 2003 — 2007
Ava Schoenberg's Lehman Brothers Experience 1988 - 1996
Job Managing Director Child Care Services for my 2 Children at Home, Inc.
Industry Human Resources
Experience
Home, Inc. 2003 - Present
AXA Equitable May 2002 - December 2007
Tradescape.com 2000 - 2002
AllNetHoldings.com 2000 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1988 - 1996
Education
Teachers College of Columbia University 1986 — 1988
EdM, Counseling Psychology
Teachers College of Columbia University 1986 — 1988
MA, Organizational Development/Psychology
State University of New York - System 1982 — 1986
BA, Psychology and Speech Communications
Home, Inc. 2003 - Present
AXA Equitable May 2002 - December 2007
Tradescape.com 2000 - 2002
AllNetHoldings.com 2000 - 2000
Barclays Capital 1997 - 1999
Lehman Brothers 1988 - 1996
Education
Teachers College of Columbia University 1986 — 1988
EdM, Counseling Psychology
Teachers College of Columbia University 1986 — 1988
MA, Organizational Development/Psychology
State University of New York - System 1982 — 1986
BA, Psychology and Speech Communications
Eric Skelton's Lehman Brothers Experience June 2003 - August 2005
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs Inc. January 2007 - Present
Pfizer Pharmaceuticals Inc. 2005 - 2006
Lehman Brothers June 2003 - August 2005
Skills
Business Analysis, Equities, Risk Management, Vendor Management, SharePoint, IT Strategy, IT Service Management, Microsoft Excel, Disaster Recovery, Trading Systems, SDLC, Derivatives, Active Directory
Education
State University of New York College at Buffalo 2001 — 2003
MA, Informatics
State University of New York College at Buffalo 1997 — 2001
BA, Computer Science/Communications
Goldman Sachs Inc. January 2007 - Present
Pfizer Pharmaceuticals Inc. 2005 - 2006
Lehman Brothers June 2003 - August 2005
Skills
Business Analysis, Equities, Risk Management, Vendor Management, SharePoint, IT Strategy, IT Service Management, Microsoft Excel, Disaster Recovery, Trading Systems, SDLC, Derivatives, Active Directory
Education
State University of New York College at Buffalo 2001 — 2003
MA, Informatics
State University of New York College at Buffalo 1997 — 2001
BA, Computer Science/Communications
Winnie Kemp winnie.kemp@gmail.com's Lehman Brothers Experience July 2006 - May 2007
Job VP, Originals at Super Deluxe
Industry Entertainment
Experience
Super Deluxe August 2015 - Present
CBS Films Inc. April 2011 - August 2015
INFERNO ENTERTAINMENT January 2010 - April 2011
Creative Artists Agency May 2008 - December 2009
Samuels Media Capital February 2008 - May 2008
Lehman Brothers July 2006 - May 2007
Eye-5 Marketing January 2005 - June 2006
Ford Models June 1999 - June 2006
Skills
Entertainment, Television, Social Media, Film, Film Production, Digital Media, New Media, Video Production, Screenwriting, Feature Films
Education
Stanford University 1997 — 2001
BA, Industrial Engineering
Super Deluxe August 2015 - Present
CBS Films Inc. April 2011 - August 2015
INFERNO ENTERTAINMENT January 2010 - April 2011
Creative Artists Agency May 2008 - December 2009
Samuels Media Capital February 2008 - May 2008
Lehman Brothers July 2006 - May 2007
Eye-5 Marketing January 2005 - June 2006
Ford Models June 1999 - June 2006
Skills
Entertainment, Television, Social Media, Film, Film Production, Digital Media, New Media, Video Production, Screenwriting, Feature Films
Education
Stanford University 1997 — 2001
BA, Industrial Engineering
Brett Hogan's Lehman Brothers Experience 1997 - 1999
Job Principal at Conti Street Partners
Industry Investment Management
Experience
Air Cargo Development/Airis February 2015 - Present
St. Martins Episcopal Preschool February 2015 - Present
Cullen Trust for Healhcare May 2014 - Present
Wellspring Energy Partners LP September 2011 - Present
Australis Aquaculture February 2009 - Present
Proteak Renewable Forestry April 2007 - Present
Conti Street Partners March 2005 - Present
Jacobe Investments 2003 - 2005
McKinsey & Company 2001 - 2003
Lehman Brothers 1997 - 1999
Skills
Mergers, Due Diligence, Venture Capital, Private Equity, Valuation, Financial Modeling, Business Strategy, Management Consulting, Strategic Planning, Start-ups, Asset Management, Business Planning, Marketing Strategy, Corporate Finance, Investments, Corporate Development, Entrepreneurship, Financial Analysis, Strategy, Mergers & Acquisitions, Investment Banking, Portfolio Management, Finance, Capital Markets, Equities, Management, Business Development
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
The University of Texas at Austin 1993 — 1997
Bachelor of Arts (BA), Plan II Honors
Air Cargo Development/Airis February 2015 - Present
St. Martins Episcopal Preschool February 2015 - Present
Cullen Trust for Healhcare May 2014 - Present
Wellspring Energy Partners LP September 2011 - Present
Australis Aquaculture February 2009 - Present
Proteak Renewable Forestry April 2007 - Present
Conti Street Partners March 2005 - Present
Jacobe Investments 2003 - 2005
McKinsey & Company 2001 - 2003
Lehman Brothers 1997 - 1999
Skills
Mergers, Due Diligence, Venture Capital, Private Equity, Valuation, Financial Modeling, Business Strategy, Management Consulting, Strategic Planning, Start-ups, Asset Management, Business Planning, Marketing Strategy, Corporate Finance, Investments, Corporate Development, Entrepreneurship, Financial Analysis, Strategy, Mergers & Acquisitions, Investment Banking, Portfolio Management, Finance, Capital Markets, Equities, Management, Business Development
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
The University of Texas at Austin 1993 — 1997
Bachelor of Arts (BA), Plan II Honors
Risa Bank Bressler's Lehman Brothers Experience November 2006 - October 2008
Job Lead, Resource Management Specialist
Industry Management Consulting
Experience
Deloitte May 2015 - Present
Barclays Capital 2008 - May 2015
Lehman Brothers November 2006 - October 2008
Lehman Brothers December 2005 - November 2006
Lehman Brothers June 2002 - January 2006
Skills
Human Resources, Training, Management, Recruiting, Screening Resumes, Talent Management, Performance Management, Interviews, Talent Acquisition, Employee Engagement, Employee Relations, College Recruiting, Financial Services, Employee Training, Analysis, Graduate Recruitment, Team Building, Project Planning, Networking, Fixed Income, Trading Systems
Education
State University of New York College at Buffalo 1998 — 2002
BS, Business Administration
Deloitte May 2015 - Present
Barclays Capital 2008 - May 2015
Lehman Brothers November 2006 - October 2008
Lehman Brothers December 2005 - November 2006
Lehman Brothers June 2002 - January 2006
Skills
Human Resources, Training, Management, Recruiting, Screening Resumes, Talent Management, Performance Management, Interviews, Talent Acquisition, Employee Engagement, Employee Relations, College Recruiting, Financial Services, Employee Training, Analysis, Graduate Recruitment, Team Building, Project Planning, Networking, Fixed Income, Trading Systems
Education
State University of New York College at Buffalo 1998 — 2002
BS, Business Administration
Karin Lockovitch's Lehman Brothers Experience 2005 - November 2009
Job SVP, Consumer Banking Compliance, CRCM
Industry Financial Services
Experience
SunTrust Bank June 2014 - Present
Girls on the Run - Utah March 2014 - Present
Ally Financial Inc. April 2011 - March 2014
Target May 2008 - April 2011
Prevent Child Abuse America 2008 - 2011
Lehman Brothers 2005 - November 2009
4th Street Clinic - Healthcare for the Homeless 2004 - 2007
American Express January 2004 - May 2005
American Express October 2002 - January 2004
American Express February 2001 - September 2002
Skills
Risk Management, Financial Risk, Credit, Regulatory Affairs, Financial Regulation, Compliance, Analytics, Dodd-Frank, Banking, Commercial Lending, Consumer Lending, Payments, Credit Cards, Investment Banking, Corporate Governance, Community Reinvestment..., Bank Secrecy Act, Reporting & Analysis, Risk Modeling, Financial Modeling, Strategic Planning, Certified Treasury..., CRCM, Cash Management, Vendor Management, Assurance, Testing, Employee Training, Risk Assessment, Internal Controls, People Development, Leadership, Executive Management, Board of Directors..., Program Development, Public Speaking, Analysis, Change Management, Credit Risk, Operations Management, Process Improvement, Strategic Financial...
Education
Stanford University 2012 — 2015
Certification
University of Utah - David Eccles School of Business 1999 — 2001
MBA
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Arts (B.A.)
SunTrust Bank June 2014 - Present
Girls on the Run - Utah March 2014 - Present
Ally Financial Inc. April 2011 - March 2014
Target May 2008 - April 2011
Prevent Child Abuse America 2008 - 2011
Lehman Brothers 2005 - November 2009
4th Street Clinic - Healthcare for the Homeless 2004 - 2007
American Express January 2004 - May 2005
American Express October 2002 - January 2004
American Express February 2001 - September 2002
Skills
Risk Management, Financial Risk, Credit, Regulatory Affairs, Financial Regulation, Compliance, Analytics, Dodd-Frank, Banking, Commercial Lending, Consumer Lending, Payments, Credit Cards, Investment Banking, Corporate Governance, Community Reinvestment..., Bank Secrecy Act, Reporting & Analysis, Risk Modeling, Financial Modeling, Strategic Planning, Certified Treasury..., CRCM, Cash Management, Vendor Management, Assurance, Testing, Employee Training, Risk Assessment, Internal Controls, People Development, Leadership, Executive Management, Board of Directors..., Program Development, Public Speaking, Analysis, Change Management, Credit Risk, Operations Management, Process Improvement, Strategic Financial...
Education
Stanford University 2012 — 2015
Certification
University of Utah - David Eccles School of Business 1999 — 2001
MBA
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Arts (B.A.)
Eric Ma's Lehman Brothers Experience July 2008 - August 2008
Job Head of Product & Engineering at Skillshare
Industry Computer Software
Experience
Skillshare July 2013 - Present
Skillshare August 2012 - June 2013
Skillshare September 2011 - July 2012
Jumo May 2011 - September 2011
Tribal Atmosphere May 2009 - February 2011
Lehman Brothers July 2008 - August 2008
Amazon.com June 2007 - August 2007
Intelligent Automation, Inc. June 2006 - September 2006
National Institute of Standards and Technology June 2005 - September 2005
Skills
Agile Methodologies, C++, Awesomeness, Analytics, Product Management, Ruby on Rails, Python, Integration, Algorithms, General Awesomeness, Web Applications, Software Design, Web Services, Software Development, Ruby
Education
Stanford University 2009 — 2010
M.S., Management Science & Engineering
Stanford University 2005 — 2009
BS, Computer Science
Skillshare July 2013 - Present
Skillshare August 2012 - June 2013
Skillshare September 2011 - July 2012
Jumo May 2011 - September 2011
Tribal Atmosphere May 2009 - February 2011
Lehman Brothers July 2008 - August 2008
Amazon.com June 2007 - August 2007
Intelligent Automation, Inc. June 2006 - September 2006
National Institute of Standards and Technology June 2005 - September 2005
Skills
Agile Methodologies, C++, Awesomeness, Analytics, Product Management, Ruby on Rails, Python, Integration, Algorithms, General Awesomeness, Web Applications, Software Design, Web Services, Software Development, Ruby
Education
Stanford University 2009 — 2010
M.S., Management Science & Engineering
Stanford University 2005 — 2009
BS, Computer Science
Thad Hughes's Lehman Brothers Experience October 2004 - December 2005
Job Software engineer and researcher
Industry Computer Software
Experience
Google 2008 - Present
Lehman Brothers October 2004 - December 2005
Munich International School August 2003 - July 2004
Deephaven Capital Management January 2003 - August 2003
Skills
Machine Learning, MapReduce, Algorithms, Python, Software Engineering, Natural Language..., Distributed Systems, Computer Science, Scalability, Hadoop, Software Development, Artificial Intelligence, Linux, Git, Ruby
Education
Stanford University 2006 — 2007
M.S., Computer Science
University of Virginia 1998 — 2002
Bachelor's degree, Computer Science
Google 2008 - Present
Lehman Brothers October 2004 - December 2005
Munich International School August 2003 - July 2004
Deephaven Capital Management January 2003 - August 2003
Skills
Machine Learning, MapReduce, Algorithms, Python, Software Engineering, Natural Language..., Distributed Systems, Computer Science, Scalability, Hadoop, Software Development, Artificial Intelligence, Linux, Git, Ruby
Education
Stanford University 2006 — 2007
M.S., Computer Science
University of Virginia 1998 — 2002
Bachelor's degree, Computer Science
Jackson Tam's Lehman Brothers Experience November 2007 - September 2008
Job Senior Accountant at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments April 2012 - Present
National Grid April 2011 - April 2012
Barclays Capital September 2008 - February 2011
Lehman Brothers November 2007 - September 2008
Praetorian Financial Group 2004 - 2006
Skills
Accounting, Financial Reporting
Education
State University of New York College at Buffalo 1997 — 2002
Fidelity Investments April 2012 - Present
National Grid April 2011 - April 2012
Barclays Capital September 2008 - February 2011
Lehman Brothers November 2007 - September 2008
Praetorian Financial Group 2004 - 2006
Skills
Accounting, Financial Reporting
Education
State University of New York College at Buffalo 1997 — 2002
Bret Shimizu's Lehman Brothers Experience July 2007 - May 2008
Job Growth Equity Associate at Mainsail Partners
Industry Financial Services
Experience
Mainsail Partners January 2009 - Present
Mercantila September 2008 - October 2008
Cooliris July 2008 - August 2008
Lehman Brothers July 2007 - May 2008
vSpring Capital July 2006 - August 2006
Education
Stanford University 2003 — 2007
B.S., Management, Science and Engineering: Organization, Technology and Entrepreneurship
Mainsail Partners January 2009 - Present
Mercantila September 2008 - October 2008
Cooliris July 2008 - August 2008
Lehman Brothers July 2007 - May 2008
vSpring Capital July 2006 - August 2006
Education
Stanford University 2003 — 2007
B.S., Management, Science and Engineering: Organization, Technology and Entrepreneurship
Susan Hagerty Le May's Lehman Brothers Experience January 1987 - January 1990
Job Chairperson, International Alliance Associates, LLC.
Industry Venture Capital & Private Equity
Experience
International Alliance Associates, LLC January 2000 - Present
Lehman Brothers January 1987 - January 1990
Merrill Lynch January 1983 - January 1987
Gulf Oil Corporation January 1977 - January 1982
Hagerty Hurley & Associates 1980 - 1981
Skills
Mergers & Acquisitions, Private Equity, Strategy, Investments, Venture Capital, Due Diligence, Corporate Finance, Entrepreneurship, Portfolio Management, Asset Management, Investment Banking, Emerging Markets, Finance, Business Development, Management, Asset Managment, Valuation, Negotiation, Strategic Planning, Project Finance, Risk Management, Capital Markets, Start-ups, Business Strategy, Financial Analysis, Leadership, Financial Modeling, Financial Structuring, Alternative Investments, Real Estate, Market Research, Commodity, Joint Ventures, Restructuring, Marketing Strategy, IPO, LBO, Investment Management, Corporate Development, Financial Services, Program Management, Funding, Market Analysis, Management Consulting, Fund Of Funds, Financial Advisory, Leadership Development, Oil/Gas, Technology, Professional Services
Education
University of Oregon
MSc and BS, Public Administration & Gerontology
Stanford University
International Business
Stanford University Graduate School of Business
International Business, excellent
International Alliance Associates, LLC January 2000 - Present
Lehman Brothers January 1987 - January 1990
Merrill Lynch January 1983 - January 1987
Gulf Oil Corporation January 1977 - January 1982
Hagerty Hurley & Associates 1980 - 1981
Skills
Mergers & Acquisitions, Private Equity, Strategy, Investments, Venture Capital, Due Diligence, Corporate Finance, Entrepreneurship, Portfolio Management, Asset Management, Investment Banking, Emerging Markets, Finance, Business Development, Management, Asset Managment, Valuation, Negotiation, Strategic Planning, Project Finance, Risk Management, Capital Markets, Start-ups, Business Strategy, Financial Analysis, Leadership, Financial Modeling, Financial Structuring, Alternative Investments, Real Estate, Market Research, Commodity, Joint Ventures, Restructuring, Marketing Strategy, IPO, LBO, Investment Management, Corporate Development, Financial Services, Program Management, Funding, Market Analysis, Management Consulting, Fund Of Funds, Financial Advisory, Leadership Development, Oil/Gas, Technology, Professional Services
Education
University of Oregon
MSc and BS, Public Administration & Gerontology
Stanford University
International Business
Stanford University Graduate School of Business
International Business, excellent
Michal Sulkowski's Lehman Brothers Experience July 2000 - September 2008
Job Director at Barclays Capital
Industry Capital Markets
Experience
Barclays Investment Bank October 2008 - Present
Lehman Brothers July 2000 - September 2008
Skills
Bloomberg, Capital Markets, Equities, Derivatives, Financial Modeling, Fixed Income, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
State University of New York College at Geneseo 1996 — 2000
BS, Business Management
Barclays Investment Bank October 2008 - Present
Lehman Brothers July 2000 - September 2008
Skills
Bloomberg, Capital Markets, Equities, Derivatives, Financial Modeling, Fixed Income, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
State University of New York College at Geneseo 1996 — 2000
BS, Business Management
Robert Valdez's Lehman Brothers Experience 1982 - 1989
Job Managing Director at Inverness Advisors
Industry Financial Services
Experience
Inverness Advisors 2013 - Present
Xpert Financial 2011 - 2013
Seven Hills Partners 2003 - 2010
Yipes Communications 2000 - 2002
SG Cowen Securities 1998 - 2000
Cowen & Company 1994 - 1998
Kidder, Peabody 1989 - 1992
Lehman Brothers 1982 - 1989
Skills
Financial Institutions, Venture Capital, Equities, Investment Banking, Corporate Finance, Business Development, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Securities, Strategy, Competitive Analysis, Start-ups, Finance, Strategic Partnerships, M&A experience, Capital Markets, Private Equity, Proprietary Trading, Strategic Planning, International Finance, Business Strategy, Management, Investor Relations, Leadership, Valuation
Education
Stanford University Graduate School of Business 1981 — 1983
Stanford University 1974 — 1978
A.B., Economics
Inverness Advisors 2013 - Present
Xpert Financial 2011 - 2013
Seven Hills Partners 2003 - 2010
Yipes Communications 2000 - 2002
SG Cowen Securities 1998 - 2000
Cowen & Company 1994 - 1998
Kidder, Peabody 1989 - 1992
Lehman Brothers 1982 - 1989
Skills
Financial Institutions, Venture Capital, Equities, Investment Banking, Corporate Finance, Business Development, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Securities, Strategy, Competitive Analysis, Start-ups, Finance, Strategic Partnerships, M&A experience, Capital Markets, Private Equity, Proprietary Trading, Strategic Planning, International Finance, Business Strategy, Management, Investor Relations, Leadership, Valuation
Education
Stanford University Graduate School of Business 1981 — 1983
Stanford University 1974 — 1978
A.B., Economics
George Kabemba's Lehman Brothers Experience December 2002 - January 2008
Job at
Industry Financial Services
Experience
Kaiser Permanente February 2015 - Present
Denver Health Hospital July 2012 - December 2014
Creative Financial Services August 2010 - July 2012
Allied Jewish Federation of Colorado February 2008 - July 2010
Lehman Brothers December 2002 - January 2008
First Data Corporation April 2001 - December 2002
AT&T Broadband January 2000 - April 2001
M&T Bank May 1995 - January 2000
Skills
Management, Financial Analysis, Banking, Finance, Risk Management, Analysis, Process Improvement, Mergers & Acquisitions, Strategic Planning, Business Development
Education
State University of New York College at Buffalo 1991 — 1995
BS, Finance and Economics
Kaiser Permanente February 2015 - Present
Denver Health Hospital July 2012 - December 2014
Creative Financial Services August 2010 - July 2012
Allied Jewish Federation of Colorado February 2008 - July 2010
Lehman Brothers December 2002 - January 2008
First Data Corporation April 2001 - December 2002
AT&T Broadband January 2000 - April 2001
M&T Bank May 1995 - January 2000
Skills
Management, Financial Analysis, Banking, Finance, Risk Management, Analysis, Process Improvement, Mergers & Acquisitions, Strategic Planning, Business Development
Education
State University of New York College at Buffalo 1991 — 1995
BS, Finance and Economics
Jim Kilcullen's Lehman Brothers Experience March 2005 - February 2007
Job Process Lead at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates December 2009 - Present
BNP Paribas February 2007 - December 2009
Lehman Brothers March 2005 - February 2007
Skills
Derivatives, Hedge Funds, Fixed Income, Equities
Education
State University of New York College at Geneseo
Bridgewater Associates December 2009 - Present
BNP Paribas February 2007 - December 2009
Lehman Brothers March 2005 - February 2007
Skills
Derivatives, Hedge Funds, Fixed Income, Equities
Education
State University of New York College at Geneseo
Jordan Harris's Lehman Brothers Experience June 2006 - June 2007
Job Managing Director: Structured Product Sales
Industry Capital Markets
Experience
CRT Capital Group September 2013 - April 2015
BNY Mellon April 2011 - May 2013
Mesirow Financial August 2010 - March 2011
Vining Sparks March 2009 - July 2010
UBS Investment Bank June 2007 - October 2007
Lehman Brothers June 2006 - June 2007
Lehman Brothers August 2004 - June 2006
PEAK6 INVESTMENTS, L.P. June 2003 - August 2003
Goldman Sachs January 2000 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Accounting & Finance
State University of New York College at Buffalo 1994 — 1998
B.S., Business Administration
CRT Capital Group September 2013 - April 2015
BNY Mellon April 2011 - May 2013
Mesirow Financial August 2010 - March 2011
Vining Sparks March 2009 - July 2010
UBS Investment Bank June 2007 - October 2007
Lehman Brothers June 2006 - June 2007
Lehman Brothers August 2004 - June 2006
PEAK6 INVESTMENTS, L.P. June 2003 - August 2003
Goldman Sachs January 2000 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Accounting & Finance
State University of New York College at Buffalo 1994 — 1998
B.S., Business Administration
Louis Krannich's Lehman Brothers Experience June 2008 - August 2008
Job Director, Gas Pipeline Operations and Maintenance at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company August 2015 - Present
Pacific Gas and Electric Company May 2012 - July 2015
El Paso Corporation, Tennessee Gas Pipeline Company 2011 - May 2012
El Paso Corporation 2009 - April 2011
Lehman Brothers June 2008 - August 2008
El Paso Corporation, Southern Natural Gas Company 2002 - 2007
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
Vanderbilt University 1998 — 2002
BE, Engineering
MIT Sloan School of Management
Executive Education: Leading Change in Complex Organizations
Pacific Gas and Electric Company August 2015 - Present
Pacific Gas and Electric Company May 2012 - July 2015
El Paso Corporation, Tennessee Gas Pipeline Company 2011 - May 2012
El Paso Corporation 2009 - April 2011
Lehman Brothers June 2008 - August 2008
El Paso Corporation, Southern Natural Gas Company 2002 - 2007
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
Vanderbilt University 1998 — 2002
BE, Engineering
MIT Sloan School of Management
Executive Education: Leading Change in Complex Organizations
Scott Russo's Lehman Brothers Experience June 2009 - January 2010
Job Executive Director Global Research CFO and Head of Operational Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley January 2013 - December 2014
Morgan Stanley 2010 - January 2013
Lehman Brothers June 2009 - January 2010
Heyman Investment Associates September 2008 - February 2009
Centurion Investment Group October 2006 - May 2008
Lehman Brothers July 1999 - October 2006
Accenture July 1996 - July 1999
Skills
Options, Financial Planning, Equities, Hedge Funds, Trading, Budgeting, Bloomberg, Strategic Financial..., Financial Services, Budgets, Portfolio Management, Valuation, Corporate Finance, Securities, Financial Markets, Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
mba, finance
State University of New York College at Geneseo 1992 — 1996
BS, management
Morgan Stanley December 2014 - Present
Morgan Stanley January 2013 - December 2014
Morgan Stanley 2010 - January 2013
Lehman Brothers June 2009 - January 2010
Heyman Investment Associates September 2008 - February 2009
Centurion Investment Group October 2006 - May 2008
Lehman Brothers July 1999 - October 2006
Accenture July 1996 - July 1999
Skills
Options, Financial Planning, Equities, Hedge Funds, Trading, Budgeting, Bloomberg, Strategic Financial..., Financial Services, Budgets, Portfolio Management, Valuation, Corporate Finance, Securities, Financial Markets, Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
mba, finance
State University of New York College at Geneseo 1992 — 1996
BS, management
Warner Zee's Lehman Brothers Experience September 2001 - December 2007
Job Senior Software Engineer at Yahoo!
Industry Computer Software
Experience
Yahoo! August 2013 - Present
RockMelt, Inc. September 2010 - August 2013
MLB Advanced Media (MLB.com) July 2009 - September 2010
Portfolio Analytics Inc. December 2007 - December 2008
Lehman Brothers September 2001 - December 2007
B2Infinity Limited February 2000 - August 2001
Morgan Stanley March 1996 - February 2000
Electronic Data Systems July 1994 - February 1996
Education
Stanford University 1993 — 1994
MS, Aeronautical and Astronautical Engineering
The Ohio State University 1989 — 1993
BS, Aeronautical and Astronautical Engineering
Yahoo! August 2013 - Present
RockMelt, Inc. September 2010 - August 2013
MLB Advanced Media (MLB.com) July 2009 - September 2010
Portfolio Analytics Inc. December 2007 - December 2008
Lehman Brothers September 2001 - December 2007
B2Infinity Limited February 2000 - August 2001
Morgan Stanley March 1996 - February 2000
Electronic Data Systems July 1994 - February 1996
Education
Stanford University 1993 — 1994
MS, Aeronautical and Astronautical Engineering
The Ohio State University 1989 — 1993
BS, Aeronautical and Astronautical Engineering
Joanne Gan's Lehman Brothers Experience July 2008 - September 2008
Job Impact Investing Professional; Advisor, MIINT
Industry Financial Services
Experience
MBA Impact Investing Network & Training (MIINT) September 2015 - Present
Bridges Ventures September 2013 - September 2015
Kiva.org November 2011 - September 2013
Barclays Capital September 2008 - November 2011
Kiva August 2010 - February 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - July 2008
Stanford University September 2006 - June 2007
Lehman Brothers July 2006 - September 2006
Skills
Portfolio Management, Investments, Credit, Capital Markets, Financial Modeling
Education
Stanford University 2006 — 2007
MS, Management Science & Engineering
Stanford University 2003 — 2006
BA, Economics, International Relations
Victoria University of Wellington 2002 — 2003
Transferred to Stanford
MBA Impact Investing Network & Training (MIINT) September 2015 - Present
Bridges Ventures September 2013 - September 2015
Kiva.org November 2011 - September 2013
Barclays Capital September 2008 - November 2011
Kiva August 2010 - February 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - July 2008
Stanford University September 2006 - June 2007
Lehman Brothers July 2006 - September 2006
Skills
Portfolio Management, Investments, Credit, Capital Markets, Financial Modeling
Education
Stanford University 2006 — 2007
MS, Management Science & Engineering
Stanford University 2003 — 2006
BA, Economics, International Relations
Victoria University of Wellington 2002 — 2003
Transferred to Stanford
Bruce Moskowitz's Lehman Brothers Experience March 2003 - March 2008
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
TIAA-CREF March 2008 - June 2010
Lehman Brothers March 2003 - March 2008
JP Morgan Chase July 1998 - March 2003
Tech Hackers, Inc. July 1996 - July 1998
Tech Hackers July 1996 - July 1998
Brookhaven National Laboratory October 1988 - July 1996
Education
Stanford University 1980 — 1986
PhD, Physics
University of Rochester 1976 — 1980
B.S./B.A., Physics/Mathematics
JP Morgan Chase June 2010 - Present
TIAA-CREF March 2008 - June 2010
Lehman Brothers March 2003 - March 2008
JP Morgan Chase July 1998 - March 2003
Tech Hackers, Inc. July 1996 - July 1998
Tech Hackers July 1996 - July 1998
Brookhaven National Laboratory October 1988 - July 1996
Education
Stanford University 1980 — 1986
PhD, Physics
University of Rochester 1976 — 1980
B.S./B.A., Physics/Mathematics
Lindsay Culbertson's Lehman Brothers Experience 1982 - 1985
Job Financial services and nonprofit professional with experience in nonprofit finance, philanthropy and fundraising.
Industry Financial Services
Experience
Schwab Charitable 2007 - 2009
Commonfund 1997 - 1999
Bank of America Securities 1988 - 1995
VHA Development Company 1985 - 1987
Lehman Brothers 1982 - 1985
Skills
CRM, Strategy, Financial Services, Asset Management, Investments, Nonprofits, Financial Analysis, Mutual Funds, Public Speaking, Business Development, Finance, Research, Marketing, Asset Managment, Series 7, Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance and Public Management
Stanford University 1977 — 1979
BA, Political Science
Schwab Charitable 2007 - 2009
Commonfund 1997 - 1999
Bank of America Securities 1988 - 1995
VHA Development Company 1985 - 1987
Lehman Brothers 1982 - 1985
Skills
CRM, Strategy, Financial Services, Asset Management, Investments, Nonprofits, Financial Analysis, Mutual Funds, Public Speaking, Business Development, Finance, Research, Marketing, Asset Managment, Series 7, Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance and Public Management
Stanford University 1977 — 1979
BA, Political Science
Theodore Bunzel's Lehman Brothers Experience June 2007 - August 2007
Job Vice President, Corporate Strategy at BlackRock
Industry Financial Services
Experience
BlackRock May 2015 - Present
BlackRock 2015 - May 2015
BlackRock July 2013 - December 2014
U.S. Department of the Treasury August 2012 - December 2012
Eachwin Capital June 2012 - August 2012
U.S. Department of State May 2011 - August 2011
The Scowcroft Group 2010 - 2011
Center for Strategic and International Studies (CSIS) 2008 - 2010
Lehman Brothers June 2007 - August 2007
Council on Foreign Relations June 2006 - August 2006
Skills
Policy Analysis, Research, Public Policy, Economics, International Relations, Politics, Financial Modeling, Data Analysis, Strategy, Foreign Policy, Analysis
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2013
MA, Global Theory and History; International Economics
Yale University 2004 — 2008
BA, History, Economics
Groton School 2000 — 2004
Diploma
BlackRock May 2015 - Present
BlackRock 2015 - May 2015
BlackRock July 2013 - December 2014
U.S. Department of the Treasury August 2012 - December 2012
Eachwin Capital June 2012 - August 2012
U.S. Department of State May 2011 - August 2011
The Scowcroft Group 2010 - 2011
Center for Strategic and International Studies (CSIS) 2008 - 2010
Lehman Brothers June 2007 - August 2007
Council on Foreign Relations June 2006 - August 2006
Skills
Policy Analysis, Research, Public Policy, Economics, International Relations, Politics, Financial Modeling, Data Analysis, Strategy, Foreign Policy, Analysis
Education
Stanford University Graduate School of Business 2011 — 2013
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2013
MA, Global Theory and History; International Economics
Yale University 2004 — 2008
BA, History, Economics
Groton School 2000 — 2004
Diploma
Mandy Elizalde Agnetti's Lehman Brothers Experience April 2006 - January 2009
Job Controller, Associate Director at WestLB Securities Inc
Industry Financial Services
Experience
WestLB Securities Inc February 2009 - May 2012
Lehman Brothers April 2006 - January 2009
Goldman Sachs January 2004 - April 2006
Lebenthal 2000 - 2004
Skills
Fixed Income, Asset Management, Equities, Financial Modeling, Alternative Investments, Private Equity, Corporate Finance
Education
State University of New York College at Geneseo 1996 — 2000
BS Business Managment
WestLB Securities Inc February 2009 - May 2012
Lehman Brothers April 2006 - January 2009
Goldman Sachs January 2004 - April 2006
Lebenthal 2000 - 2004
Skills
Fixed Income, Asset Management, Equities, Financial Modeling, Alternative Investments, Private Equity, Corporate Finance
Education
State University of New York College at Geneseo 1996 — 2000
BS Business Managment
Andrew Burch's Lehman Brothers Experience June 2004 - September 2008
Job VP, Strategy and Business Development, Life Science Solutions at Thermo Fisher Scientific
Industry Investment Banking
Experience
Thermo Fisher Scientific September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers June 2004 - September 2008
Merrill Lynch July 1990 - June 2004
Skills
Corporate Development, Investment Banking, Mergers, Valuation, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Strategy, Business Strategy, Private Equity, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Emerging Markets
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Yale University 1986 — 1990
BA, Economics and Political Science (International Relations)
Thermo Fisher Scientific September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers June 2004 - September 2008
Merrill Lynch July 1990 - June 2004
Skills
Corporate Development, Investment Banking, Mergers, Valuation, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Strategy, Business Strategy, Private Equity, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Emerging Markets
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Yale University 1986 — 1990
BA, Economics and Political Science (International Relations)
Peter Skolnik's Lehman Brothers Experience April 2000 - September 2004
Job Vice President at Evergreen Investments
Industry Financial Services
Experience
Evergreen Investments September 2004 - Present
Wells Capital Management 2004 - Present
Lehman Brothers April 2000 - September 2004
Atlanta Capital Management May 1998 - April 2000
Education
State University of New York College at Buffalo
English, Economics
Evergreen Investments September 2004 - Present
Wells Capital Management 2004 - Present
Lehman Brothers April 2000 - September 2004
Atlanta Capital Management May 1998 - April 2000
Education
State University of New York College at Buffalo
English, Economics
Lisa Valentino's Lehman Brothers Experience January 2007 - September 2008
Job Global Head of Program Management (VP), Sales & IBD Technology at Barclays
Industry Information Technology and Services
Experience
Barclays September 2008 - Present
Lehman Brothers January 2007 - September 2008
Lehman Brothers International Europe September 2004 - December 2006
Lehman Brothers September 2000 - September 2004
Lehman Brothers February 1999 - September 2000
Lehman Brothers June 1997 - February 1999
Skills
Requirements Analysis, SDLC, Project Planning, Program Management, Business Requirements, Equities, Agile Methodologies, Data Analysis, Market Data, Vendor Management, Investment Banking, Management, Business Analysis, Visio, Integration, Strategy, PMO, CRM, Reference Data, Project Management, Analysis, Financial Services, Requirements Gathering, IT Strategy, Banking
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Information Technology
State University of New York College at Geneseo 1993 — 1997
BA, Math, Business
Barclays September 2008 - Present
Lehman Brothers January 2007 - September 2008
Lehman Brothers International Europe September 2004 - December 2006
Lehman Brothers September 2000 - September 2004
Lehman Brothers February 1999 - September 2000
Lehman Brothers June 1997 - February 1999
Skills
Requirements Analysis, SDLC, Project Planning, Program Management, Business Requirements, Equities, Agile Methodologies, Data Analysis, Market Data, Vendor Management, Investment Banking, Management, Business Analysis, Visio, Integration, Strategy, PMO, CRM, Reference Data, Project Management, Analysis, Financial Services, Requirements Gathering, IT Strategy, Banking
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Information Technology
State University of New York College at Geneseo 1993 — 1997
BA, Math, Business
Keith Cummings's Lehman Brothers Experience April 1999 - December 2008
Job
Industry Financial Services
Experience
Bank of America July 2011 - Present
SEI January 2009 - July 2011
Lehman Brothers April 1999 - December 2008
Dreyfus April 1998 - March 1999
Skills
Software Quality..., Test Planning/Strategy, Test Execution, Defect Tracking, Metrics Reporting, Business Analysis, Requirements Gathering, User and Staff Training, HP Quality Center, Change Management, Incident Management, Team Management, Vendor Management, Process Improvement, Risk Management, SQL, Quality Center, SDLC
Education
State University of New York College at Fredonia 1988 — 1991
B.S.
Bank of America July 2011 - Present
SEI January 2009 - July 2011
Lehman Brothers April 1999 - December 2008
Dreyfus April 1998 - March 1999
Skills
Software Quality..., Test Planning/Strategy, Test Execution, Defect Tracking, Metrics Reporting, Business Analysis, Requirements Gathering, User and Staff Training, HP Quality Center, Change Management, Incident Management, Team Management, Vendor Management, Process Improvement, Risk Management, SQL, Quality Center, SDLC
Education
State University of New York College at Fredonia 1988 — 1991
B.S.
Sharon Miller-Varriano's Lehman Brothers Experience November 2003 - November 2008
Job Executive Assistant at SunGard
Industry Nonprofit Organization Management
Experience
SunGard November 2012 - Present
Lehman Brothers November 2003 - November 2008
FAME Information Services January 2000 - November 2003
William Mercer January 1996 - November 1999
Skills
Administrative Support, Excel, PowerPoint, Outlook, Word, Administrative..., Extensive meeting..., Excellent decision..., Community Outreach, Customer Service, Event Management, Event Planning, Fundraising, Holistic Health, Leadership, Marketing, Microsoft Excel, Microsoft Word, Nonprofits, Public Speaking, Research, Social Media, Social Networking, Administrative...
Education
SUNY New Paltz 1982 — 1984
BS, Health
SunGard November 2012 - Present
Lehman Brothers November 2003 - November 2008
FAME Information Services January 2000 - November 2003
William Mercer January 1996 - November 1999
Skills
Administrative Support, Excel, PowerPoint, Outlook, Word, Administrative..., Extensive meeting..., Excellent decision..., Community Outreach, Customer Service, Event Management, Event Planning, Fundraising, Holistic Health, Leadership, Marketing, Microsoft Excel, Microsoft Word, Nonprofits, Public Speaking, Research, Social Media, Social Networking, Administrative...
Education
SUNY New Paltz 1982 — 1984
BS, Health
Jeremy Klein's Lehman Brothers Experience 2001 - 2004
Job Chief Market Strategist at FBN Securities
Industry Investment Management
Experience
FBN Securities January 2012 - Present
Beacon Trust Company July 2010 - May 2011
TFG Trading Matrix January 2010 - July 2010
Quest Partners LLC April 2008 - January 2010
RBC Capital Markets 2006 - 2008
J. Goldman & Co. 2004 - 2005
Lehman Brothers 2001 - 2004
Price Waterhouse 1992 - 1997
Skills
Equity Trading, Portfolio Management, Program Trading, Trading System, Marketing Strategy, Hedge Funds, Equities, Trading, Equity Research, Options, Alternative Investments, Proprietary Trading, Bloomberg, Trading Systems, Electronic Trading, Global Macro, ETFs, Derivatives, Fixed Income, Trading Strategies
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Stanford University 1988 — 1992
B.S., Mathematical and Computational Science
Spring Valley Senior High school
FBN Securities January 2012 - Present
Beacon Trust Company July 2010 - May 2011
TFG Trading Matrix January 2010 - July 2010
Quest Partners LLC April 2008 - January 2010
RBC Capital Markets 2006 - 2008
J. Goldman & Co. 2004 - 2005
Lehman Brothers 2001 - 2004
Price Waterhouse 1992 - 1997
Skills
Equity Trading, Portfolio Management, Program Trading, Trading System, Marketing Strategy, Hedge Funds, Equities, Trading, Equity Research, Options, Alternative Investments, Proprietary Trading, Bloomberg, Trading Systems, Electronic Trading, Global Macro, ETFs, Derivatives, Fixed Income, Trading Strategies
Education
University of Pennsylvania - The Wharton School 1999 — 2001
M.B.A., Finance
Stanford University 1988 — 1992
B.S., Mathematical and Computational Science
Spring Valley Senior High school
Monique Wise's Lehman Brothers Experience March 2008 - September 2008
Job Head of Corp Comms, Barclays Wealth Americas
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Barclays Wealth 2008 - Present
Lehman Brothers March 2008 - September 2008
Lehman Brothers July 2004 - March 2008
Chiquita Brands February 2003 - June 2004
Bloomberg News 1996 - 2003
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
MA, European Studies, Economics
Stanford University 1985 — 1989
BA, English
Barclays Capital October 2008 - Present
Barclays Wealth 2008 - Present
Lehman Brothers March 2008 - September 2008
Lehman Brothers July 2004 - March 2008
Chiquita Brands February 2003 - June 2004
Bloomberg News 1996 - 2003
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
MA, European Studies, Economics
Stanford University 1985 — 1989
BA, English
Monique Wise's Lehman Brothers Experience March 2008 - September 2008
Job Director of Internal Communications/Americas at UBS
Industry Financial Services
Experience
UBS January 2014 - Present
Barclays Wealth and Investment Management October 2012 - December 2013
Barclays Wealth and Investment Management October 2008 - October 2012
Lehman Brothers March 2008 - September 2008
Lehman Brothers July 2004 - February 2008
Chiquita Brands January 2003 - June 2004
Bloomberg News January 1996 - January 2003
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
Masters, European Studies, Economics
Stanford University 1985 — 1990
BA, English
UBS January 2014 - Present
Barclays Wealth and Investment Management October 2012 - December 2013
Barclays Wealth and Investment Management October 2008 - October 2012
Lehman Brothers March 2008 - September 2008
Lehman Brothers July 2004 - February 2008
Chiquita Brands January 2003 - June 2004
Bloomberg News January 1996 - January 2003
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
Masters, European Studies, Economics
Stanford University 1985 — 1990
BA, English
Alan Julietto's Lehman Brothers Experience March 1985 - March 1988
Job Owner, Strategic Finance
Industry Financial Services
Experience
Strategic Finance September 1988 - Present
Lehman Brothers March 1985 - March 1988
Skills
Strategic Financial..., Accounting, Financial Reporting, Financial Analysis, Budget, Financial Modeling, Business Analysis, Business Model..., SAP BW, SAP Implementation
Education
Stanford University 1982 — 1985
Bachelor of Science (BS), International Business
Strategic Finance September 1988 - Present
Lehman Brothers March 1985 - March 1988
Skills
Strategic Financial..., Accounting, Financial Reporting, Financial Analysis, Budget, Financial Modeling, Business Analysis, Business Model..., SAP BW, SAP Implementation
Education
Stanford University 1982 — 1985
Bachelor of Science (BS), International Business
John Schlitz's Lehman Brothers Experience January 1981 - February 1996
Job Chief Market Strategist
Industry Financial Services
Experience
Chaikin Analytics LLC November 2014 - Present
Instinet February 1996 - November 2013
Lehman Brothers January 1981 - February 1996
Skills
Equities, Trading Systems, Electronic Trading, Capital Markets, Proprietary Trading, Investment Banking, Financial Markets, Derivatives, Hedge Funds, Fixed Income, Trading, Bloomberg, Equity Trading, Series 7
Education
State University of New York College at Fredonia
Bachelor's degree, Business, Economics
Chaikin Analytics LLC November 2014 - Present
Instinet February 1996 - November 2013
Lehman Brothers January 1981 - February 1996
Skills
Equities, Trading Systems, Electronic Trading, Capital Markets, Proprietary Trading, Investment Banking, Financial Markets, Derivatives, Hedge Funds, Fixed Income, Trading, Bloomberg, Equity Trading, Series 7
Education
State University of New York College at Fredonia
Bachelor's degree, Business, Economics
Caralou Perry-Tracy's Lehman Brothers Experience March 1992 - November 1996
Job Director, CRM customer systems strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF March 2012 - March 2014
TIAA-CREF December 2009 - March 2012
TIAA-CREF September 2005 - December 2009
Putnam Investments 1997 - 2005
Lehman Brothers March 1992 - November 1996
The Boston Company July 1989 - March 1992
Skills
CRM, Requirements Gathering, Change Management, Financial Services, Visio, SDLC, Business Analysis, Siebel, IT Strategy, Business Process..., Business Intelligence, Program Management, Integration, Call Centers, Strategy, Vendor Management, Business Requirements, Project Portfolio..., Project Management, Requirements Analysis, Software Project..., Enterprise Software, Process Improvement, IT Management, Enterprise Architecture, Business Process, Management, Leadership, Agile Methodologies, Analysis, Consulting
Education
State University of New York College at Geneseo 1981 — 1985
BA, Psychology
TIAA-CREF March 2014 - Present
TIAA-CREF March 2012 - March 2014
TIAA-CREF December 2009 - March 2012
TIAA-CREF September 2005 - December 2009
Putnam Investments 1997 - 2005
Lehman Brothers March 1992 - November 1996
The Boston Company July 1989 - March 1992
Skills
CRM, Requirements Gathering, Change Management, Financial Services, Visio, SDLC, Business Analysis, Siebel, IT Strategy, Business Process..., Business Intelligence, Program Management, Integration, Call Centers, Strategy, Vendor Management, Business Requirements, Project Portfolio..., Project Management, Requirements Analysis, Software Project..., Enterprise Software, Process Improvement, IT Management, Enterprise Architecture, Business Process, Management, Leadership, Agile Methodologies, Analysis, Consulting
Education
State University of New York College at Geneseo 1981 — 1985
BA, Psychology
David Bizer's Lehman Brothers Experience 2007 - 2008
Job Managing Partner at Jasper Ridge Partners
Industry Financial Services
Experience
Jasper Ridge Partners (formerly Oak Hill Investment Management) February 2011 - Present
Nomura May 2010 - February 2011
Nomura Securities 2009 - May 2010
Nomura November 2008 - May 2010
Lehman Brothers 2007 - 2008
Lehman Brothers (London) 2004 - 2005
Skills
Hedge Funds, Equities, Investment Banking, Alternative Investments, Asset Management, Fixed Income, Investments, Capital Markets, Derivatives, Bloomberg, Valuation, Structured Products, Financial Structuring, Financial Modeling, Financial Markets, Trading, Equity Derivatives, Corporate Finance, FX Options, Securities, Credit Derivatives, Private Equity, Portfolio Management, Bonds, Electronic Trading, Emerging Markets, Investment Management, Fund Of Funds, Asset Allocation, Options, Equity Trading, Hedging, Structured Finance, Swaps, Trading Systems, ETFs, Commodity, Interest Rate..., Equity Research
Education
Stanford University 1984 — 1988
Doctor of Philosophy (Ph.D.), Economics
University of Michigan 1979 — 1983
A.B., Economics
Jasper Ridge Partners (formerly Oak Hill Investment Management) February 2011 - Present
Nomura May 2010 - February 2011
Nomura Securities 2009 - May 2010
Nomura November 2008 - May 2010
Lehman Brothers 2007 - 2008
Lehman Brothers (London) 2004 - 2005
Skills
Hedge Funds, Equities, Investment Banking, Alternative Investments, Asset Management, Fixed Income, Investments, Capital Markets, Derivatives, Bloomberg, Valuation, Structured Products, Financial Structuring, Financial Modeling, Financial Markets, Trading, Equity Derivatives, Corporate Finance, FX Options, Securities, Credit Derivatives, Private Equity, Portfolio Management, Bonds, Electronic Trading, Emerging Markets, Investment Management, Fund Of Funds, Asset Allocation, Options, Equity Trading, Hedging, Structured Finance, Swaps, Trading Systems, ETFs, Commodity, Interest Rate..., Equity Research
Education
Stanford University 1984 — 1988
Doctor of Philosophy (Ph.D.), Economics
University of Michigan 1979 — 1983
A.B., Economics
Brad Brown's Lehman Brothers Experience 2005 - 2008
Job Managing Director at Citadel LLC
Industry Financial Services
Experience
Citadel LLC December 2014 - Present
Goldman Sachs May 2011 - November 2014
Credit Suisse June 2009 - April 2011
Lehman Brothers 2005 - 2008
Morgan Stanley 1996 - 2005
Morgan Stanley 1996 - 2005
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Electronic Trading, Financial Risk, Management, Commodity, Risk Management, Trading, Equities, Investment Banking, Commodity Markets, Java
Education
University of Pennsylvania - The Wharton School 2001 — 2002
MBA
University of California, Berkeley 1989 — 1992
BA, Computer Science
Stanford University 1987 — 1989
Computer Science
Citadel LLC December 2014 - Present
Goldman Sachs May 2011 - November 2014
Credit Suisse June 2009 - April 2011
Lehman Brothers 2005 - 2008
Morgan Stanley 1996 - 2005
Morgan Stanley 1996 - 2005
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Electronic Trading, Financial Risk, Management, Commodity, Risk Management, Trading, Equities, Investment Banking, Commodity Markets, Java
Education
University of Pennsylvania - The Wharton School 2001 — 2002
MBA
University of California, Berkeley 1989 — 1992
BA, Computer Science
Stanford University 1987 — 1989
Computer Science
Barbara Lloyd's Lehman Brothers Experience 2005 - 2008
Job Founder at IMPACTS USA
Industry Capital Markets
Experience
IMPACTS USA Advisory Services September 2013 - Present
CPS HR Consulting September 2013 - Present
KPMG Advisory October 2008 - August 2013
Lehman Brothers 2005 - 2008
State of California February 1999 - October 2004
City of Oakland December 1997 - February 1999
State of California 1983 - 1988
Skills
Structured Finance, Project Finance, Due Diligence, Corporate Finance, Financial Structuring, Capital Markets, Finance, Strategy, Policy, Change Management, Management, Leadership, Portfolio Management, Economics, Private Equity, Renewable Energy
Education
Stanford University Graduate School of Business 1988 — 1990
MBA, Business
University of California, Davis 1979 — 1983
BA, Political Science
IMPACTS USA Advisory Services September 2013 - Present
CPS HR Consulting September 2013 - Present
KPMG Advisory October 2008 - August 2013
Lehman Brothers 2005 - 2008
State of California February 1999 - October 2004
City of Oakland December 1997 - February 1999
State of California 1983 - 1988
Skills
Structured Finance, Project Finance, Due Diligence, Corporate Finance, Financial Structuring, Capital Markets, Finance, Strategy, Policy, Change Management, Management, Leadership, Portfolio Management, Economics, Private Equity, Renewable Energy
Education
Stanford University Graduate School of Business 1988 — 1990
MBA, Business
University of California, Davis 1979 — 1983
BA, Political Science
Patrick Lin's Lehman Brothers Experience June 1994 - June 1996
Job Managing Director at KGI Holdings Group
Industry Financial Services
Experience
Greenstreet Capital January 2009 - Present
Diamond Head Capital Partners January 2009 - January 2011
Caxton Associates March 2003 - September 2008
Barclays Capital and Bank June 1996 - December 2000
Lehman Brothers June 1994 - June 1996
Morgan Stanley June 1987 - June 1994
Skills
Global Macro, Hedge Funds, Fixed Income, Trading Systems, Alternative Investments, Equities, Proprietary Trading, Electronic Trading, Options, Derivatives, Swaps, FX Options, Trading, Credit Derivatives, Equity Derivatives, Bonds, Hedging, Portfolio Management, Risk Management, Commodity, Investments, Structured Products, Financial Markets, Investment Banking, Emerging Markets, Currency, Trading Strategies, Bloomberg, Prime Brokerage, Technical Analysis, Equity Trading, Capital Markets, Securities, Asset Management, Investment Management, Investment Strategies, Financial Risk, Private Equity, Asset Allocation, Finance, Banking, Valuation
Education
Stanford University 1983 — 1985
MS, Engineering
University of California, Berkeley 1979 — 1983
BS, Industrial Engineering and Operations Research
Greenstreet Capital January 2009 - Present
Diamond Head Capital Partners January 2009 - January 2011
Caxton Associates March 2003 - September 2008
Barclays Capital and Bank June 1996 - December 2000
Lehman Brothers June 1994 - June 1996
Morgan Stanley June 1987 - June 1994
Skills
Global Macro, Hedge Funds, Fixed Income, Trading Systems, Alternative Investments, Equities, Proprietary Trading, Electronic Trading, Options, Derivatives, Swaps, FX Options, Trading, Credit Derivatives, Equity Derivatives, Bonds, Hedging, Portfolio Management, Risk Management, Commodity, Investments, Structured Products, Financial Markets, Investment Banking, Emerging Markets, Currency, Trading Strategies, Bloomberg, Prime Brokerage, Technical Analysis, Equity Trading, Capital Markets, Securities, Asset Management, Investment Management, Investment Strategies, Financial Risk, Private Equity, Asset Allocation, Finance, Banking, Valuation
Education
Stanford University 1983 — 1985
MS, Engineering
University of California, Berkeley 1979 — 1983
BS, Industrial Engineering and Operations Research
Jean-Michel Wasterlain's Lehman Brothers Experience 1985 - 1990
Job Founder, President and Chief Investment Officer at CAPFUNDR/CapitalFund Realty, Inc.
Industry Investment Management
Experience
CAPFUNDR/CapitalFund Realty, Inc. March 2015 - Present
Vanguardia Properties January 2013 - Present
Slate Realty Capital July 2010 - December 2012
ORIX Capital Markets April 2008 - April 2010
NorthStar Realty Finance June 2002 - March 2008
ING Capital 1993 - 1996
FGIC 1990 - 1993
Lehman Brothers 1985 - 1990
Skills
Debt, Real Estate, Capital, Realty, Investors, Investments, Real Estate Finance, Real Estate Investment, CMBS, Real Estate Economics, Finance, Capital Markets, Investment Properties, Portfolio Management, Commercial Real Estate, Mergers & Acquisitions, Real Property, Loans
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Stanford University 1975 — 1979
Bachelor's Degree, Urban Economics
CAPFUNDR/CapitalFund Realty, Inc. March 2015 - Present
Vanguardia Properties January 2013 - Present
Slate Realty Capital July 2010 - December 2012
ORIX Capital Markets April 2008 - April 2010
NorthStar Realty Finance June 2002 - March 2008
ING Capital 1993 - 1996
FGIC 1990 - 1993
Lehman Brothers 1985 - 1990
Skills
Debt, Real Estate, Capital, Realty, Investors, Investments, Real Estate Finance, Real Estate Investment, CMBS, Real Estate Economics, Finance, Capital Markets, Investment Properties, Portfolio Management, Commercial Real Estate, Mergers & Acquisitions, Real Property, Loans
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Stanford University 1975 — 1979
Bachelor's Degree, Urban Economics
Chris Fairchild's Lehman Brothers Experience 1987 - 1990
Job Consultant at Coldwell Banker Commercial NRT
Industry Financial Services
Experience
Coldwell Banker Commercial NRT June 2015 - Present
Pinnacle Business Consultants August 2012 - Present
Pinnacle Financial Group, LLC May 1999 - Present
PackerKane March 1990 - May 1999
Lehman Brothers 1987 - 1990
Dean Witter Reynolds Inc. April 1986 - May 1987
Skills
Investment Banking, Capital Markets, Valuation, Financial Analysis, Investments, Financial Modeling, Hedge Funds, Securities, Bonds, Fixed Income, Derivatives, Equities, Asset Management, Finance, Portfolio Management
Education
University at Albany, SUNY 1984 — 1986
MBA, Finance
State University of New York at New Paltz 1980 — 1984
BS, Accounting
Coldwell Banker Commercial NRT June 2015 - Present
Pinnacle Business Consultants August 2012 - Present
Pinnacle Financial Group, LLC May 1999 - Present
PackerKane March 1990 - May 1999
Lehman Brothers 1987 - 1990
Dean Witter Reynolds Inc. April 1986 - May 1987
Skills
Investment Banking, Capital Markets, Valuation, Financial Analysis, Investments, Financial Modeling, Hedge Funds, Securities, Bonds, Fixed Income, Derivatives, Equities, Asset Management, Finance, Portfolio Management
Education
University at Albany, SUNY 1984 — 1986
MBA, Finance
State University of New York at New Paltz 1980 — 1984
BS, Accounting
Aissa Bautista's Lehman Brothers Experience December 2010 - Present
Job Vice President, Lehman Brothers Estate
Industry Banking
Experience
Lehman Brothers December 2010 - Present
USI Insurance Services April 2010 - December 2010
Lehman Brothers July 2007 - April 2010
Education
State University of New York College at Geneseo 2003 — 2007
Bachelor of Science (B.S.), Accounting
Lehman Brothers December 2010 - Present
USI Insurance Services April 2010 - December 2010
Lehman Brothers July 2007 - April 2010
Education
State University of New York College at Geneseo 2003 — 2007
Bachelor of Science (B.S.), Accounting
Brian Monahan's Lehman Brothers Experience 1986 - 2008
Job Financial Representative at Northwestern Mutual
Industry Investment Banking
Experience
Barclays Investment Bank 2008 - 2013
Lehman Brothers 1986 - 2008
Skills
Hedge Funds, Alternative Investments, Equities, Structured Products, Derivatives, Investments, Asset Management, Valuation, Bloomberg, Credit Derivatives, Financial Structuring, Private Equity, Asset Managment, Bonds, certified public...
Education
State University of New York College at Buffalo 1974 — 1978
B.S., Accounting
Barclays Investment Bank 2008 - 2013
Lehman Brothers 1986 - 2008
Skills
Hedge Funds, Alternative Investments, Equities, Structured Products, Derivatives, Investments, Asset Management, Valuation, Bloomberg, Credit Derivatives, Financial Structuring, Private Equity, Asset Managment, Bonds, certified public...
Education
State University of New York College at Buffalo 1974 — 1978
B.S., Accounting
Pamela Sackmann's Lehman Brothers Experience 2000 - 2001
Job Counsel at Mayer Brown LLP
Industry Law Practice
Experience
Mayer Brown July 2001 - Present
Lehman Brothers 2000 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Deutsche Bank/Bankers Trust 1998 - 1999
Debevoise & Plimpton 1995 - 1997
Fried Frank 1991 - 1995
Skills
Corporate Law, Derivatives, ISDA, Securitization, Dodd-Frank, Structured Finance, FX Options, Securities Lending, Project Finance, Mergers & Acquisitions, Private Equity
Education
Stanford Law School
JD
University of Illinois at Urbana-Champaign
BS, Biology/Psychology
Mayer Brown July 2001 - Present
Lehman Brothers 2000 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Deutsche Bank/Bankers Trust 1998 - 1999
Debevoise & Plimpton 1995 - 1997
Fried Frank 1991 - 1995
Skills
Corporate Law, Derivatives, ISDA, Securitization, Dodd-Frank, Structured Finance, FX Options, Securities Lending, Project Finance, Mergers & Acquisitions, Private Equity
Education
Stanford Law School
JD
University of Illinois at Urbana-Champaign
BS, Biology/Psychology
Erik Marth's Lehman Brothers Experience August 2002 - February 2004
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley February 2004 - Present
Lehman Brothers August 2002 - February 2004
St. Paul Venture Capital October 1998 - July 2000
Credit Agricole Indosuez July 1996 - July 1998
Education
Stanford University Graduate School of Business 2001 — 2002
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics
Morgan Stanley February 2004 - Present
Lehman Brothers August 2002 - February 2004
St. Paul Venture Capital October 1998 - July 2000
Credit Agricole Indosuez July 1996 - July 1998
Education
Stanford University Graduate School of Business 2001 — 2002
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics
Joel Attenson's Lehman Brothers Experience August 1987 - March 1995
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Merrill Lynch December 2003 - December 2006
Merrill Lynch May 2001 - December 2003
Merrill Lynch February 1999 - May 2001
Merrill Lynch May 1997 - February 1999
Gruntal and Company, Inc August 1995 - May 1997
Spear,Leeds, & Kellogg March 1995 - August 1995
Lehman Brothers August 1987 - March 1995
Education
State University of New York College at Brockport 1975 — 1979
BS, Speech Communications
Merrill Lynch January 2006 - Present
Merrill Lynch December 2003 - December 2006
Merrill Lynch May 2001 - December 2003
Merrill Lynch February 1999 - May 2001
Merrill Lynch May 1997 - February 1999
Gruntal and Company, Inc August 1995 - May 1997
Spear,Leeds, & Kellogg March 1995 - August 1995
Lehman Brothers August 1987 - March 1995
Education
State University of New York College at Brockport 1975 — 1979
BS, Speech Communications
Collette Andrews's Lehman Brothers Experience September 2008 - December 2009
Job Real Estate Consultant
Industry Real Estate
Experience
Keller Williams Mid-Town Direct April 2010 - Present
Lehman Brothers September 2008 - December 2009
Lehman Brothers July 2007 - September 2008
Skills
Residential Homes, Real Estate, Customer Service, Negotiation, Contract Negotiation, Strategic Planning, Fixed Income, Advertising, Derivatives
Education
State University of New York College at Fredonia
Bachelor's Degree, Accounting
Keller Williams Mid-Town Direct April 2010 - Present
Lehman Brothers September 2008 - December 2009
Lehman Brothers July 2007 - September 2008
Skills
Residential Homes, Real Estate, Customer Service, Negotiation, Contract Negotiation, Strategic Planning, Fixed Income, Advertising, Derivatives
Education
State University of New York College at Fredonia
Bachelor's Degree, Accounting
Patricia Clewley's Lehman Brothers Experience May 1990 - August 1990
Job at
Industry Accounting
Experience
Self-Employed 2011 - Present
Longwatch, Inc. March 2010 - April 2011
Microtouch Corporation 1999 - 2000
Hewlett-Packard 1991 - 1997
Lehman Brothers May 1990 - August 1990
Skills
Financial Modeling, Forecasting, Financial Analysis, Strategy, Corporate Finance, Financial Reporting, Mergers & Acquisitions, Finance, Management, Accounting, Budgets, Banking, Internal Audit, Pricing, Capital Markets
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
University of Virginia 1982 — 1986
BA Degree, Economics
Self-Employed 2011 - Present
Longwatch, Inc. March 2010 - April 2011
Microtouch Corporation 1999 - 2000
Hewlett-Packard 1991 - 1997
Lehman Brothers May 1990 - August 1990
Skills
Financial Modeling, Forecasting, Financial Analysis, Strategy, Corporate Finance, Financial Reporting, Mergers & Acquisitions, Finance, Management, Accounting, Budgets, Banking, Internal Audit, Pricing, Capital Markets
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
University of Virginia 1982 — 1986
BA Degree, Economics
Dennis Tsyba's Lehman Brothers Experience 2000 - 2007
Job Bond Analytics, Reverse Engineering III Corporate Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
DT Trading Systems LLC December 2008 - May 2015
... November 2007 - November 2008
Lehman Brothers 2000 - 2007
Education
Stanford University 1995 — 2000
BA, Economics
Wells Fargo January 2015 - Present
DT Trading Systems LLC December 2008 - May 2015
... November 2007 - November 2008
Lehman Brothers 2000 - 2007
Education
Stanford University 1995 — 2000
BA, Economics
Reid Callaway's Lehman Brothers Experience 2006 - 2007
Job Student at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Facebook June 2010 - August 2010
Natural Gas Partners 2007 - 2009
Lehman Brothers 2006 - 2007
Education
Stanford University Graduate School of Business 2009 — 2011
The University of Texas at Austin 2000 — 2004
B.A. / B.B.A., Plan II Honors / Finance
Facebook June 2010 - August 2010
Natural Gas Partners 2007 - 2009
Lehman Brothers 2006 - 2007
Education
Stanford University Graduate School of Business 2009 — 2011
The University of Texas at Austin 2000 — 2004
B.A. / B.B.A., Plan II Honors / Finance
Susan Buckner's Lehman Brothers Experience July 2005 - June 2008
Job Market Operations Manager, Lead at Instagram
Industry Internet
Experience
Instagram May 2014 - Present
Facebook July 2012 - May 2014
Nutmeg August 2011 - September 2011
Facebook June 2011 - August 2011
Wilson Sonsini Goodrich and Rosati June 2010 - August 2010
Lehman Brothers July 2005 - June 2008
Skills
Financial Modeling, Venture Capital, Strategy, Start-ups, Entrepreneurship, Corporate Development, Emerging Markets, Competitive Analysis, Analytics, Product Management, Product Marketing, Business Development, Business Strategy, Market Research, Strategic Partnerships
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Stanford University Law School 2008 — 2012
Law
University of Virginia 2001 — 2005
Commerce
Instagram May 2014 - Present
Facebook July 2012 - May 2014
Nutmeg August 2011 - September 2011
Facebook June 2011 - August 2011
Wilson Sonsini Goodrich and Rosati June 2010 - August 2010
Lehman Brothers July 2005 - June 2008
Skills
Financial Modeling, Venture Capital, Strategy, Start-ups, Entrepreneurship, Corporate Development, Emerging Markets, Competitive Analysis, Analytics, Product Management, Product Marketing, Business Development, Business Strategy, Market Research, Strategic Partnerships
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Stanford University Law School 2008 — 2012
Law
University of Virginia 2001 — 2005
Commerce
Ed Lipsett's Lehman Brothers Experience 1993 - 1995
Job Executive V.P. at Jason Roberts Associates
Industry Information Technology and Services
Experience
Jason Roberts LLC 1994 - Present
Lehman Brothers 1993 - 1995
Skills
SAP ERP, Integration, SAP R/3, SAP Netweaver, Business Analysis, Requirements Analysis, EDI, CRM, Program Management, Software Project..., SQL, IT Strategy, Global Delivery, Master Data Management, SAPScript, SAP Implementation
Education
Stanford University
Jason Roberts LLC 1994 - Present
Lehman Brothers 1993 - 1995
Skills
SAP ERP, Integration, SAP R/3, SAP Netweaver, Business Analysis, Requirements Analysis, EDI, CRM, Program Management, Software Project..., SQL, IT Strategy, Global Delivery, Master Data Management, SAPScript, SAP Implementation
Education
Stanford University
Octavia Breland's Lehman Brothers Experience October 2000 - December 2002
Job Executive Administrative Professional
Industry Banking
Experience
City National Bank of New Jersey August 2012 - October 2013
MSCI Inc. November 2011 - March 2012
Goldman Sachs August 2010 - August 2011
Credit Suisse June 2007 - April 2010
Axion Temporary Staffing, LLC September 2006 - April 2007
Morgan Stanley Investment Management February 2004 - June 2005
Lehman Brothers October 2000 - December 2002
Leafstone Staffing September 1999 - October 2000
Skills
Microsoft Office, Microsoft Excel, Recruiting, PowerPoint, Management, Marketing, Risk Management, Customer Service, Microsoft Word, Training, Strategic Planning, Event Planning, Outlook, Public Speaking, Microsoft Office 2007, Adobe Acrobat, Concur, SharePoint, Lotus Notes, NYS Notary Public, NJ Notary Public
Education
Career Vision Technical School 2002 — 2005
Certifications in Networking and Securities, Network and System Administration/Administrator
State University of New York College at Brockport 1995 — 1999
Bachelor of Science (BS), Health/Health Care Administration/Management
City National Bank of New Jersey August 2012 - October 2013
MSCI Inc. November 2011 - March 2012
Goldman Sachs August 2010 - August 2011
Credit Suisse June 2007 - April 2010
Axion Temporary Staffing, LLC September 2006 - April 2007
Morgan Stanley Investment Management February 2004 - June 2005
Lehman Brothers October 2000 - December 2002
Leafstone Staffing September 1999 - October 2000
Skills
Microsoft Office, Microsoft Excel, Recruiting, PowerPoint, Management, Marketing, Risk Management, Customer Service, Microsoft Word, Training, Strategic Planning, Event Planning, Outlook, Public Speaking, Microsoft Office 2007, Adobe Acrobat, Concur, SharePoint, Lotus Notes, NYS Notary Public, NJ Notary Public
Education
Career Vision Technical School 2002 — 2005
Certifications in Networking and Securities, Network and System Administration/Administrator
State University of New York College at Brockport 1995 — 1999
Bachelor of Science (BS), Health/Health Care Administration/Management
Ari Segal's Lehman Brothers Experience 2005 - 2007
Job AHL Team President at Anaheim Ducks Hockey Club
Industry Sports
Experience
Anaheim Ducks 2014 - Present
Anaheim Ducks 2014 - Present
San Diego Gulls 2014 - 2015
McKinsey & Company 2014 - 2014
National Hockey League (NHL) 2013 - 2013
CCMP Capital 2007 - 2009
Lehman Brothers 2005 - 2007
Skills
Due Diligence, Venture Capital, Private Equity, Financial Modeling, Entrepreneurship, Valuation, Corporate Development
Education
Stanford University Graduate School of Business 2010 — 2013
MBA (Arjay MIller Scholar), Business
Stanford University Law School 2011 — 2013
J.D., Law
University of Virginia 2001 — 2005
BA, History, Foreign Affairs
Anaheim Ducks 2014 - Present
Anaheim Ducks 2014 - Present
San Diego Gulls 2014 - 2015
McKinsey & Company 2014 - 2014
National Hockey League (NHL) 2013 - 2013
CCMP Capital 2007 - 2009
Lehman Brothers 2005 - 2007
Skills
Due Diligence, Venture Capital, Private Equity, Financial Modeling, Entrepreneurship, Valuation, Corporate Development
Education
Stanford University Graduate School of Business 2010 — 2013
MBA (Arjay MIller Scholar), Business
Stanford University Law School 2011 — 2013
J.D., Law
University of Virginia 2001 — 2005
BA, History, Foreign Affairs
Linda Lamptey's Lehman Brothers Experience June 2007 - June 2009
Job Investment Manager at IFC Asset Management Company
Industry Financial Services
Experience
IFC Asset Management Company August 2011 - Present
Open Water Capital, LLC June 2010 - August 2010
Lehman Brothers June 2007 - June 2009
Lehman Brothers June 2005 - June 2007
Skills
Private Equity
Education
Stanford University Graduate School of Business 2009 — 2011
University of Pennsylvania 2001 — 2005
BScEng, Electrical Engineering
SOS- Hermann Gmeiner International College 1997 — 2001
International Baccalaureate Diploma
IFC Asset Management Company August 2011 - Present
Open Water Capital, LLC June 2010 - August 2010
Lehman Brothers June 2007 - June 2009
Lehman Brothers June 2005 - June 2007
Skills
Private Equity
Education
Stanford University Graduate School of Business 2009 — 2011
University of Pennsylvania 2001 — 2005
BScEng, Electrical Engineering
SOS- Hermann Gmeiner International College 1997 — 2001
International Baccalaureate Diploma
Tim Sargen's Lehman Brothers Experience July 2002 - September 2004
Job Vice President at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management Quantitative / Credit AnalystChatham Asset ManagementSeptember 2004 - August 2007
Lehman Brothers July 2002 - September 2004
Education
Stanford University 1998 — 2002
BA, Economics, Math
AQR Capital Management Quantitative / Credit AnalystChatham Asset ManagementSeptember 2004 - August 2007
Lehman Brothers July 2002 - September 2004
Education
Stanford University 1998 — 2002
BA, Economics, Math
Giannis Neokleous's Lehman Brothers Experience May 2008 - August 2008
Job Senior Software Engineer at Knewton
Industry Computer Software
Experience
Knewton March 2013 - Present
General Sentiment August 2011 - March 2013
eBay June 2010 - September 2010
Lehman Brothers May 2008 - August 2008
Skills
Hadoop, Cassandra, Big Data, SenseiDB, Distributed Systems, Software Engineering, Scalability
Education
Stanford University 2009 — 2011
MS, Computer Science
Stony Brook University 2005 — 2009
BSc, Computer Science, Applied Mathematics and Statistics
Knewton March 2013 - Present
General Sentiment August 2011 - March 2013
eBay June 2010 - September 2010
Lehman Brothers May 2008 - August 2008
Skills
Hadoop, Cassandra, Big Data, SenseiDB, Distributed Systems, Software Engineering, Scalability
Education
Stanford University 2009 — 2011
MS, Computer Science
Stony Brook University 2005 — 2009
BSc, Computer Science, Applied Mathematics and Statistics
Tricia Peterson's Lehman Brothers Experience September 2000 - April 2003
Job Partner and Chief Operating Officer at Accord Group Holdings
Industry Real Estate
Experience
Accord Group Holdings June 2014 - Present
Pacific Urban Residential March 2013 - May 2014
Macquarie Capital November 2010 - February 2013
Compass Equity Advisors January 2010 - February 2013
Presidio Partners LLC May 2003 - November 2010
Lehman Brothers September 2000 - April 2003
IFC - International Finance Corporation June 1999 - August 1999
Lehman Brothers 1995 - 1998
Skills
Real Estate Economics, Capital Markets, Private Equity, Investments, Valuation, Due Diligence, Alternative Investments, Portfolio Management, Real Estate, Financial Modeling, Investment Banking, Real Estate Private..., Structured Finance, Financial Structuring, Asset Managment, Investment Management, Investor Relations, Finance
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
University of California, Berkeley 1991 — 1995
B.A., Political Economy of Industrial Societies
Accord Group Holdings June 2014 - Present
Pacific Urban Residential March 2013 - May 2014
Macquarie Capital November 2010 - February 2013
Compass Equity Advisors January 2010 - February 2013
Presidio Partners LLC May 2003 - November 2010
Lehman Brothers September 2000 - April 2003
IFC - International Finance Corporation June 1999 - August 1999
Lehman Brothers 1995 - 1998
Skills
Real Estate Economics, Capital Markets, Private Equity, Investments, Valuation, Due Diligence, Alternative Investments, Portfolio Management, Real Estate, Financial Modeling, Investment Banking, Real Estate Private..., Structured Finance, Financial Structuring, Asset Managment, Investment Management, Investor Relations, Finance
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
University of California, Berkeley 1991 — 1995
B.A., Political Economy of Industrial Societies
Chris Roeder's Lehman Brothers Experience September 1993 - October 1995
Job director at Citi
Industry Financial Services
Experience
Citi October 1995 - Present
Lehman Brothers September 1993 - October 1995
Shearson Lehman January 1989 - September 1993
Skills
Fixed Income
Education
State University of New York College at Geneseo 1977 — 1981
B.S., Management Science
Citi October 1995 - Present
Lehman Brothers September 1993 - October 1995
Shearson Lehman January 1989 - September 1993
Skills
Fixed Income
Education
State University of New York College at Geneseo 1977 — 1981
B.S., Management Science
Edward (Hung) Yen's Lehman Brothers Experience July 2006 - July 2008
Job Research Analyst at Davis Advisors
Industry Investment Management
Experience
Davis Advisors July 2013 - Present
Moon Capital June 2012 - August 2012
Dodge & Cox September 2008 - February 2011
Lehman Brothers July 2006 - July 2008
Skills
Financial Modeling, Financial Analysis, Investment Banking, Venture Capital, Valuation, Equity Research, Private Equity, PowerPoint, Due Diligence, Corporate Finance, Data Analysis, Corporate Development, Hedge Funds, Investments
Education
Stanford Graduate School of Business 2011 — 2013
MBA, Business
University of California, Berkeley 2002 — 2006
B.S., Electrical Engineering and Computer Sciences
Davis Advisors July 2013 - Present
Moon Capital June 2012 - August 2012
Dodge & Cox September 2008 - February 2011
Lehman Brothers July 2006 - July 2008
Skills
Financial Modeling, Financial Analysis, Investment Banking, Venture Capital, Valuation, Equity Research, Private Equity, PowerPoint, Due Diligence, Corporate Finance, Data Analysis, Corporate Development, Hedge Funds, Investments
Education
Stanford Graduate School of Business 2011 — 2013
MBA, Business
University of California, Berkeley 2002 — 2006
B.S., Electrical Engineering and Computer Sciences
Eli Berlin's Lehman Brothers Experience June 2005 - June 2007
Job Vice President at Parthenon Capital
Industry Financial Services
Experience
Parthenon Capital August 2012 - Present
Irving Place Capital August 2007 - June 2010
Lehman Brothers June 2005 - June 2007
Education
Stanford Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
London School of Economics and Political Science
Bachelor of Arts (BA)
Parthenon Capital August 2012 - Present
Irving Place Capital August 2007 - June 2010
Lehman Brothers June 2005 - June 2007
Education
Stanford Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
London School of Economics and Political Science
Bachelor of Arts (BA)
Morgan Coscarelli's Lehman Brothers Experience September 1996 - March 2003
Job Product Implementation Manager
Industry Computer Software
Experience
Self 2007 - Present
Tata Consultancy Services November 2003 - June 2007
Lehman Brothers September 1996 - March 2003
Education
Bakersfield South High School
Stanford GSB
Master of Business Administration (MBA)
Self 2007 - Present
Tata Consultancy Services November 2003 - June 2007
Lehman Brothers September 1996 - March 2003
Education
Bakersfield South High School
Stanford GSB
Master of Business Administration (MBA)
Rania Eltom's Lehman Brothers Experience July 2006 - June 2008
Job Class of 2013 at Stanford Graduate School of Business
Industry Internet
Experience
Pejman Mar Ventures January 2014 - June 2014
Thumbtack September 2013 - November 2013
Stanford Graduate School of Business September 2011 - June 2013
Peek.com June 2012 - August 2012
Robin Hood Foundation August 2008 - September 2011
Lehman Brothers July 2006 - June 2008
Overstock.com June 2005 - February 2006
Microsoft June 2003 - August 2004
Skills
International..., Project Management, Social Entrepreneurship, Philanthropy, Fundraising, Due Diligence, Nonprofits, Equities, Venture Capital, Fixed Income, Strategic Partnerships, Partnerships, Sales Process, Leadership, Business Development, Program Management, Cross-functional Team..., Team Leadership, Product Launch, Product Innovation, Customer Satisfaction, Business Strategy, Product Design
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Stanford University 2001 — 2005
Bachelor of Science (B.S.), Science, Technology and Society
Pejman Mar Ventures January 2014 - June 2014
Thumbtack September 2013 - November 2013
Stanford Graduate School of Business September 2011 - June 2013
Peek.com June 2012 - August 2012
Robin Hood Foundation August 2008 - September 2011
Lehman Brothers July 2006 - June 2008
Overstock.com June 2005 - February 2006
Microsoft June 2003 - August 2004
Skills
International..., Project Management, Social Entrepreneurship, Philanthropy, Fundraising, Due Diligence, Nonprofits, Equities, Venture Capital, Fixed Income, Strategic Partnerships, Partnerships, Sales Process, Leadership, Business Development, Program Management, Cross-functional Team..., Team Leadership, Product Launch, Product Innovation, Customer Satisfaction, Business Strategy, Product Design
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Stanford University 2001 — 2005
Bachelor of Science (B.S.), Science, Technology and Society
Alice Inomaha's Lehman Brothers Experience July 1996 - April 2001
Job Managing Director at IDC Investments, LLC
Industry Financial Services
Experience
IDC Investments, LLC May 2001 - Present
Lehman Brothers July 1996 - April 2001
Bank of America March 1992 - June 1996
Orrick, Herrington & Sutcliffe LLP August 1988 - March 1992
Education
Stanford Law School 1984 — 1987
Doctor of Law (J.D.), Law
Whitman College 1980 — 1984
Bachelor of Arts (B.A.), History
IDC Investments, LLC May 2001 - Present
Lehman Brothers July 1996 - April 2001
Bank of America March 1992 - June 1996
Orrick, Herrington & Sutcliffe LLP August 1988 - March 1992
Education
Stanford Law School 1984 — 1987
Doctor of Law (J.D.), Law
Whitman College 1980 — 1984
Bachelor of Arts (B.A.), History
Shaun Mason's Lehman Brothers Experience February 1998 - January 2002
Job Senior Trader at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management February 2002 - Present
Lehman Brothers February 1998 - January 2002
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Stanford University Graduate School of Business
Bachelor of Commerce (B.Com.), Economics
Morgan Stanley Investment Management February 2002 - Present
Lehman Brothers February 1998 - January 2002
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Stanford University Graduate School of Business
Bachelor of Commerce (B.Com.), Economics
Alexandra Adamovich's Lehman Brothers Experience June 1996 - January 1997
Job Sr. Business Analyst/Project Manager at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch May 2010 - January 2011
Bank of America Merrill Lynch August 2007 - May 2010
Merrill Lynch September 2001 - July 2007
Merrill Lynch May 1998 - August 2001
Verizon January 1997 - May 1998
Lehman Brothers June 1996 - January 1997
AT&T May 1995 - June 1996
Skills
Project Management, Software Development, Options, Equity Derivatives, Clearing Houses, Business Intelligence, Solution Architecture, Database Design, IBM Mainframe, Functional Requirements, System Requirements, Team Management, Business Requirements, Investment Banking, Equities, Fixed Income, Regulatory Requirements, Prime Brokerage, Settlement, SDLC
Education
State University 'Lviv Polytechnics'
Engineer's Degree
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch May 2010 - January 2011
Bank of America Merrill Lynch August 2007 - May 2010
Merrill Lynch September 2001 - July 2007
Merrill Lynch May 1998 - August 2001
Verizon January 1997 - May 1998
Lehman Brothers June 1996 - January 1997
AT&T May 1995 - June 1996
Skills
Project Management, Software Development, Options, Equity Derivatives, Clearing Houses, Business Intelligence, Solution Architecture, Database Design, IBM Mainframe, Functional Requirements, System Requirements, Team Management, Business Requirements, Investment Banking, Equities, Fixed Income, Regulatory Requirements, Prime Brokerage, Settlement, SDLC
Education
State University 'Lviv Polytechnics'
Engineer's Degree
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS