Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
Lehman Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lehman Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Kyle Hammer Kyle Hammer's Lehman Brothers Experience 1993 - 1999
Job Finance professional with superior record of success in managing trading, repurchasing, and brokerage activities.
Industry Financial Services
Experience
Tullett Prebon 2010 - 2014
Louis Capital Markets 2009 - 2010
ICAP 1999 - 2009
Lehman Brothers 1993 - 1999
Skills
Bloomberg, Trading, Bonds, Equities, Fixed Income, Collateral Management, Equity Derivatives, Derivatives, Securities Lending, Securities, Series 7, Capital Markets, Electronic Trading, Swaps, Emerging Markets, Options, Financial Markets, Account Management, Fixed Income Technology, Fixed Income Strategies
Education
Texas A&M University - Mays Business School
BBA, Finance
Tullett Prebon 2010 - 2014
Louis Capital Markets 2009 - 2010
ICAP 1999 - 2009
Lehman Brothers 1993 - 1999
Skills
Bloomberg, Trading, Bonds, Equities, Fixed Income, Collateral Management, Equity Derivatives, Derivatives, Securities Lending, Securities, Series 7, Capital Markets, Electronic Trading, Swaps, Emerging Markets, Options, Financial Markets, Account Management, Fixed Income Technology, Fixed Income Strategies
Education
Texas A&M University - Mays Business School
BBA, Finance
Jan Michael Holder Jan Michael Holder's Lehman Brothers Experience January 2007 - August 2007
Job Controller @ AnyPerk, Inc. | Finance Professional
Industry Internet
Experience
AnyPerk March 2014 - Present
Side.cr (SideCar) March 2013 - April 2014
Limos.com January 2009 - January 2012
IAC August 2007 - January 2009
Lehman Brothers January 2007 - August 2007
United States Marine Corps July 1997 - July 2001
Skills
Strategic Partnerships, Salesforce.com, Management, Start-ups, Analytics, Analysis, Social Media, Microsoft Excel, Data Analysis, Online Advertising, Sales, Negotiation, Public Relations, Microsoft Office, Event Management, Social Networking, Social Media Marketing, Project Management, Account Management, PowerPoint, New Business Development, QuickBooks, GAAP, Journal Entries, Accounting, Financial Reporting, ADP Payroll, Payroll, General Ledger
Education
The George Washington University 2004 — 2006
BBA
United States Marine Corps 2000 — 2000
AnyPerk March 2014 - Present
Side.cr (SideCar) March 2013 - April 2014
Limos.com January 2009 - January 2012
IAC August 2007 - January 2009
Lehman Brothers January 2007 - August 2007
United States Marine Corps July 1997 - July 2001
Skills
Strategic Partnerships, Salesforce.com, Management, Start-ups, Analytics, Analysis, Social Media, Microsoft Excel, Data Analysis, Online Advertising, Sales, Negotiation, Public Relations, Microsoft Office, Event Management, Social Networking, Social Media Marketing, Project Management, Account Management, PowerPoint, New Business Development, QuickBooks, GAAP, Journal Entries, Accounting, Financial Reporting, ADP Payroll, Payroll, General Ledger
Education
The George Washington University 2004 — 2006
BBA
United States Marine Corps 2000 — 2000
Roumen RJ Petroff Roumen RJ Petroff's Lehman Brothers Experience 2003 - 2006
Job CTO & Strategy Officer, Product & Technical Manager
Industry Computer Software
Experience
Stealth Mode Mobile Startup 2013 - Present
CloudBasic, Inc 2009 - Present
Xodia - exit through cloud technology licensing 2006 - 2008
LEHMAN BROTHERS 2003 - 2006
THOMSON REUTERS 1999 - 2003
Skills
Start-ups, Entrepreneurship, Cloud Computing, Mobile Enterprise, Mobility, Cybersecurity, Integration, Amazon Web Services..., Cloud Security, Enterprise Architecture, Strategy, Management, Product Management
Education
Technical University Sofia
Master of Science (M.Sc.), Computer Science
Stealth Mode Mobile Startup 2013 - Present
CloudBasic, Inc 2009 - Present
Xodia - exit through cloud technology licensing 2006 - 2008
LEHMAN BROTHERS 2003 - 2006
THOMSON REUTERS 1999 - 2003
Skills
Start-ups, Entrepreneurship, Cloud Computing, Mobile Enterprise, Mobility, Cybersecurity, Integration, Amazon Web Services..., Cloud Security, Enterprise Architecture, Strategy, Management, Product Management
Education
Technical University Sofia
Master of Science (M.Sc.), Computer Science
Kate Holderness Kate Holderness's Lehman Brothers Experience 2003 - 2009
Job Corporate Communications at HewlettPackard
Industry Public Relations and Communications
Experience
Hewlett-Packard June 2013 - Present
Finsbury September 2011 - May 2013
Barclays Capital September 2003 - June 2009
Lehman Brothers 2003 - 2009
Education
Yale University - Yale School of Management 2009 — 2011
MBA
The George Washington University 2000 — 2003
BA, Economics
Hewlett-Packard June 2013 - Present
Finsbury September 2011 - May 2013
Barclays Capital September 2003 - June 2009
Lehman Brothers 2003 - 2009
Education
Yale University - Yale School of Management 2009 — 2011
MBA
The George Washington University 2000 — 2003
BA, Economics
Tripp Rion Tripp Rion's Lehman Brothers Experience 1995 - 2001
Job Twistedfood.com , owner
Industry Food & Beverages
Experience
twistedfood.com January 2007 - Present
French's 2012 - 2014
Lehman Brothers 1995 - 2001
Skills
Food, Sales, Food Service, Restaurants, Catering, Sales Management, Menu Development, New Business Development, Marketing Strategy, Customer Service, Culinary Skills, Negotiation, Food Industry, Cooking, Team Building, Budgets, Food & Beverage, Event Management, Restaurant Management, Hospitality, Banquets, Recipes, Wine, Fine Dining, Pastry, Parties, Gourmet
Education
The Citadel 1988 — 1992
twistedfood.com January 2007 - Present
French's 2012 - 2014
Lehman Brothers 1995 - 2001
Skills
Food, Sales, Food Service, Restaurants, Catering, Sales Management, Menu Development, New Business Development, Marketing Strategy, Customer Service, Culinary Skills, Negotiation, Food Industry, Cooking, Team Building, Budgets, Food & Beverage, Event Management, Restaurant Management, Hospitality, Banquets, Recipes, Wine, Fine Dining, Pastry, Parties, Gourmet
Education
The Citadel 1988 — 1992
John R Pruser John R Pruser's Lehman Brothers Experience 1996 - 2002
Job Business Development at Orion Pipeline
Industry Oil & Energy
Experience
Orion Pipeline May 2013 - Present
Jefferies & Company 2011 - 2012
Deutsche Bank June 2005 - April 2011
Lehman Brothers 1996 - 2002
Merrill Lynch 1989 - 1996
Skills
Sales, Sales Management, Consultative Sales..., Corporate Finance, Portfolio Management, Agribusiness, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Residential Mortgages, Commercial Mortgages, ABS
Education
Texas Lutheran 1981 — 1985
Bachelor of Arts (B.A.), Finance
Orion Pipeline May 2013 - Present
Jefferies & Company 2011 - 2012
Deutsche Bank June 2005 - April 2011
Lehman Brothers 1996 - 2002
Merrill Lynch 1989 - 1996
Skills
Sales, Sales Management, Consultative Sales..., Corporate Finance, Portfolio Management, Agribusiness, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Residential Mortgages, Commercial Mortgages, ABS
Education
Texas Lutheran 1981 — 1985
Bachelor of Arts (B.A.), Finance
Shayla Stewart Shayla Stewart's Lehman Brothers Experience May 2008 - August 2008
Job Senior Associate Advisory at PwC
Industry Financial Services
Experience
PwC August 2013 - Present
United Women in Business Foundation January 2010 - Present
PCAOB December 2011 - July 2013
The Advisory Board Company February 2010 - December 2011
Lehman Brothers May 2008 - August 2008
Leonard Pfeiffer & Company October 2007 - April 2008
Secondary Life Capital October 2006 - July 2007
Skills
Financial Modeling, Excel models, SEC filings, Invoice Verification, Invoice Processing, Accounts Receivable, Sales Contracts, Strategy, Nonprofits, Access, Microsoft Office, Data Analysis, Policy, Derivatives, Financial Analysis, Management, Microsoft Excel, Event Planning, PowerPoint, Research
Education
The George Washington University 2005 — 2009
BBA, Finance, Business Economics and Public Policy
PwC August 2013 - Present
United Women in Business Foundation January 2010 - Present
PCAOB December 2011 - July 2013
The Advisory Board Company February 2010 - December 2011
Lehman Brothers May 2008 - August 2008
Leonard Pfeiffer & Company October 2007 - April 2008
Secondary Life Capital October 2006 - July 2007
Skills
Financial Modeling, Excel models, SEC filings, Invoice Verification, Invoice Processing, Accounts Receivable, Sales Contracts, Strategy, Nonprofits, Access, Microsoft Office, Data Analysis, Policy, Derivatives, Financial Analysis, Management, Microsoft Excel, Event Planning, PowerPoint, Research
Education
The George Washington University 2005 — 2009
BBA, Finance, Business Economics and Public Policy
Woodward Oge Woodward Oge's Lehman Brothers Experience 2004 - 2006
Job Founder & President at Woo Digital (CRO + Customer Development Specialist)
Industry Internet
Experience
Woo Digital 2010 - Present
Red Racer Advertising 2010 - 2013
Source One Spares 2009 - 2010
{algo+rhythm} 2009 - 2010
Self Employed 2007 - 2010
Merrill Lynch 2006 - 2007
Lehman Brothers 2004 - 2006
Triad Properties of Texas, Ltd. 2001 - 2004
Skills
Email Marketing, SEO, Lead Generation, Analytics, Digital Strategy, Product Marketing, Social Media Marketing, Entrepreneurship, Online Marketing, Competitive Analysis, Google Analytics, Brand Development, Digital Marketing, CRM, Strategy, SEM, Web Analytics, Customer Development, Landing Page..., User Experience, Customer Lifecycle..., Conversion Optimization, Customer Experience..., Product Development, Small Business, Wordpress, Marketing Strategy, Business Strategy, Start-ups, PPC, Google Adwords, Advertising, B2B Marketing, Multi-channel Marketing, Consulting, Customer Acquisition, Content Strategy, Marketing, Market Research
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2010
MBA, Marketing & Entrepreneurship
Texas Christian University - M.J. Neeley School of Business 1996 — 2000
BBA, Finance
Woo Digital 2010 - Present
Red Racer Advertising 2010 - 2013
Source One Spares 2009 - 2010
{algo+rhythm} 2009 - 2010
Self Employed 2007 - 2010
Merrill Lynch 2006 - 2007
Lehman Brothers 2004 - 2006
Triad Properties of Texas, Ltd. 2001 - 2004
Skills
Email Marketing, SEO, Lead Generation, Analytics, Digital Strategy, Product Marketing, Social Media Marketing, Entrepreneurship, Online Marketing, Competitive Analysis, Google Analytics, Brand Development, Digital Marketing, CRM, Strategy, SEM, Web Analytics, Customer Development, Landing Page..., User Experience, Customer Lifecycle..., Conversion Optimization, Customer Experience..., Product Development, Small Business, Wordpress, Marketing Strategy, Business Strategy, Start-ups, PPC, Google Adwords, Advertising, B2B Marketing, Multi-channel Marketing, Consulting, Customer Acquisition, Content Strategy, Marketing, Market Research
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2010
MBA, Marketing & Entrepreneurship
Texas Christian University - M.J. Neeley School of Business 1996 — 2000
BBA, Finance
W. R. Buddy Bryan W. R. Buddy Bryan's Lehman Brothers Experience April 1991 - July 1993
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2014 - Present
Morgan Stanley June 2009 - June 2013
Citigroup Global Markets July 1993 - June 2009
Lehman Brothers April 1991 - July 1993
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investments, Securities, Asset Allocation, Strategic Financial..., Retirement, Equities, Portfolio Management, Fixed Income, Series 7
Education
Texas A&M University 1984 — 1990
Bachelor of Arts (B.A.), Kinesiology
Wells Fargo Advisors, LLC January 2014 - Present
Morgan Stanley June 2009 - June 2013
Citigroup Global Markets July 1993 - June 2009
Lehman Brothers April 1991 - July 1993
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investments, Securities, Asset Allocation, Strategic Financial..., Retirement, Equities, Portfolio Management, Fixed Income, Series 7
Education
Texas A&M University 1984 — 1990
Bachelor of Arts (B.A.), Kinesiology
Wei Chien Wei Chien's Lehman Brothers Experience 2007 - 2008
Job Founder at Observ Commodities, Gas Price Forecasts
Industry Financial Services
Experience
Observ Commodities September 2014 - Present
Genscape, Inc. March 2013 - August 2014
LCM Commodities September 2012 - December 2012
Barclays Capital April 2007 - May 2012
Lehman Brothers 2007 - 2008
UBS Investment Bank June 2006 - August 2006
Education
The Cooper Union for the Advancement of Science and Art 2004 — 2007
Bachelor of Science (BS)
Observ Commodities September 2014 - Present
Genscape, Inc. March 2013 - August 2014
LCM Commodities September 2012 - December 2012
Barclays Capital April 2007 - May 2012
Lehman Brothers 2007 - 2008
UBS Investment Bank June 2006 - August 2006
Education
The Cooper Union for the Advancement of Science and Art 2004 — 2007
Bachelor of Science (BS)
Chris Ney's Lehman Brothers Experience 1990 - 1993
Job Chairman & CEO at Magnitude Software, Inc.
Industry Computer Software
Experience
Magnitude Software 2014 - Present
Silverback Enterprise Group 2010 - 2014
Trilogy 2008 - 2011
CoreTrac, Inc. 1998 - 2008
ProFinancial Group, Inc. 1995 - 1998
UBS 1993 - 1995
Lehman Brothers 1990 - 1993
Education
Texas A&M University 1986 — 1990
BS, Economics & Marketing
Magnitude Software 2014 - Present
Silverback Enterprise Group 2010 - 2014
Trilogy 2008 - 2011
CoreTrac, Inc. 1998 - 2008
ProFinancial Group, Inc. 1995 - 1998
UBS 1993 - 1995
Lehman Brothers 1990 - 1993
Education
Texas A&M University 1986 — 1990
BS, Economics & Marketing
Eftichi Goumas's Lehman Brothers Experience April 2004 - June 2008
Job Manager at Strategy&
Industry Management Consulting
Experience
Strategy&, part of the PwC network July 2012 - Present
PwC Consulting June 2011 - June 2012
Skystream Markets May 2009 - June 2011
Lehman Brothers April 2004 - June 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (M.B.A.)
The College of New Jersey
Bachelor of Science (BS), Finance, General
Peiramatiko Lukeio Panepistimiou Patron
HS
Strategy&, part of the PwC network July 2012 - Present
PwC Consulting June 2011 - June 2012
Skystream Markets May 2009 - June 2011
Lehman Brothers April 2004 - June 2008
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (M.B.A.)
The College of New Jersey
Bachelor of Science (BS), Finance, General
Peiramatiko Lukeio Panepistimiou Patron
HS
Nicole Hantman Nicole Hantman's Lehman Brothers Experience August 2004 - September 2008
Job CoHead of Human Resources at Apax Partners
Industry Venture Capital & Private Equity
Experience
Apax Partners September 2008 - Present
Lehman Brothers August 2004 - September 2008
Skills
Recruiting, Strategy, Talent Acquisition, Talent Management, Performance Management
Education
The George Washington University 2000 — 2003
BBA, Marketing
Apax Partners September 2008 - Present
Lehman Brothers August 2004 - September 2008
Skills
Recruiting, Strategy, Talent Acquisition, Talent Management, Performance Management
Education
The George Washington University 2000 — 2003
BBA, Marketing
Mardy Sitzer Mardy Sitzer's Lehman Brothers Experience October 1993 - July 1996
Job Strategic Marketing, Web Development, Social Media Marketing, Speaking, Teaching
Industry Marketing and Advertising
Experience
Bumblebee Design & Marketing LLC July 1996 - Present
MardySitzer.com 2007 - Present
Rutgers University 2010 - Present
Fordham University August 2012 - December 2012
Lehman Brothers October 1993 - July 1996
Corporate/Health Care January 1982 - March 1993
Skills
Social Media Marketing, Social Networking, Blogging, Facebook, Social Media, Marketing, Entrepreneurship, Marketing Strategy, Strategy, Newsletters, Leadership, Public Speaking, Business Networking, Advertising, Marketing Communications, Online Marketing, Web Design, SEM, Customer Service, Web Content, Copywriting, Email Marketing, Training, Integrated Marketing, Editing, SEO, Digital Media, Market Planning, Creative Direction, Sales, Public Relations, Content Strategy, Coaching, Corporate Communications, Online Advertising, Digital Marketing, Strategic Communications, Brand Development, Digital Strategy, Lead Generation, Direct Marketing, Google Analytics, Press Releases, Project Management, Media Relations, Content Development
Education
University of Delaware 1973 — 1977
BA, Communications Business
Tel Aviv University 1975 — 1976
Communications
Wright State University 1971 — 1972
English
Bumblebee Design & Marketing LLC July 1996 - Present
MardySitzer.com 2007 - Present
Rutgers University 2010 - Present
Fordham University August 2012 - December 2012
Lehman Brothers October 1993 - July 1996
Corporate/Health Care January 1982 - March 1993
Skills
Social Media Marketing, Social Networking, Blogging, Facebook, Social Media, Marketing, Entrepreneurship, Marketing Strategy, Strategy, Newsletters, Leadership, Public Speaking, Business Networking, Advertising, Marketing Communications, Online Marketing, Web Design, SEM, Customer Service, Web Content, Copywriting, Email Marketing, Training, Integrated Marketing, Editing, SEO, Digital Media, Market Planning, Creative Direction, Sales, Public Relations, Content Strategy, Coaching, Corporate Communications, Online Advertising, Digital Marketing, Strategic Communications, Brand Development, Digital Strategy, Lead Generation, Direct Marketing, Google Analytics, Press Releases, Project Management, Media Relations, Content Development
Education
University of Delaware 1973 — 1977
BA, Communications Business
Tel Aviv University 1975 — 1976
Communications
Wright State University 1971 — 1972
English
Christine Munroe Clapsis Christine Munroe Clapsis's Lehman Brothers Experience July 2004 - April 2006
Job Senior Director, Government Relations
Industry Government Relations
Experience
Fidelity Investments September 2015 - Present
The Public Education Foundation October 2014 - May 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments February 2010 - December 2013
Fidelity Investments April 2009 - February 2010
SIFMA April 2006 - April 2009
Lehman Brothers July 2004 - April 2006
The Bond Market Association June 2002 - July 2004
Skills
Policy Analysis, Public Policy, Public Speaking, Editing, Financial Services, Legislative Relations, Policy, Research
Education
The George Washington University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments September 2015 - Present
The Public Education Foundation October 2014 - May 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments February 2010 - December 2013
Fidelity Investments April 2009 - February 2010
SIFMA April 2006 - April 2009
Lehman Brothers July 2004 - April 2006
The Bond Market Association June 2002 - July 2004
Skills
Policy Analysis, Public Policy, Public Speaking, Editing, Financial Services, Legislative Relations, Policy, Research
Education
The George Washington University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
George D'Angelo II George D'Angelo II's Lehman Brothers Experience 1982 - 1983
Job Principal at VEA/Private Investor
Industry Investment Management
Experience
Value Equity Advisors January 1994 - Present
University of South Florida 2007 - 2010
First New York Securities 1988 - 2000
Oppenheimer & Co. 1983 - 1988
Lehman Brothers 1982 - 1983
Skills
Research, Mergers, Microsoft Office, Public Speaking, Strategic Planning, Financial Modeling, Equity Research, PowerPoint, Valuation, Investments, Financial Analysis, Quantitative Analytics, Economics, Editing, Social Media
Education
The George Washington University 1980 — 1981
Master of Business Administration (MBA), Finance
University of Maryland College Park 1974 — 1978
Bachelor of Science (BS), Accounting
Value Equity Advisors January 1994 - Present
University of South Florida 2007 - 2010
First New York Securities 1988 - 2000
Oppenheimer & Co. 1983 - 1988
Lehman Brothers 1982 - 1983
Skills
Research, Mergers, Microsoft Office, Public Speaking, Strategic Planning, Financial Modeling, Equity Research, PowerPoint, Valuation, Investments, Financial Analysis, Quantitative Analytics, Economics, Editing, Social Media
Education
The George Washington University 1980 — 1981
Master of Business Administration (MBA), Finance
University of Maryland College Park 1974 — 1978
Bachelor of Science (BS), Accounting
Meredith Hotarek Meredith Hotarek's Lehman Brothers Experience December 2007 - September 2008
Job Director, Campus Recruitment at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley December 2014 - Present
Deutsche Bank March 2013 - December 2014
Deutsche Bank September 2011 - March 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers December 2007 - September 2008
Skills
College Recruiting, Recruiting, Talent Acquisition, Talent Management, Employee Engagement, Microsoft Excel
Education
The George Washington University 2003 — 2007
BA, Sociology
Morgan Stanley December 2014 - Present
Deutsche Bank March 2013 - December 2014
Deutsche Bank September 2011 - March 2013
Barclays Capital September 2008 - September 2011
Lehman Brothers December 2007 - September 2008
Skills
College Recruiting, Recruiting, Talent Acquisition, Talent Management, Employee Engagement, Microsoft Excel
Education
The George Washington University 2003 — 2007
BA, Sociology
Daniel Neel Daniel Neel's Lehman Brothers Experience 1997 - 1999
Job President and Founder, The Fundraising Resource Group
Industry Fund-Raising
Experience
The Fundraising Resource Group November 2010 - Present
Mission Advancement Partners, LLC 2007 - 2010
RSI Catholic Services 2003 - 2007
RSI Institutional Services 2000 - 2003
RSI Church Services 1999 - 2000
Lehman Brothers 1997 - 1999
Inter-Capital Systems, Inc. 1987 - 1999
Invex, Inc. 1992 - 1997
Mark Manning, CPA's 1985 - 1987
Marshall Exploration 1983 - 1985
Skills
Fundraising, Non-profits, Philanthropy, Stewardship, Strategic Planning, Grant Writing, Leadership Development, Volunteer Management, Sales, Strategy, Community Outreach, Leadership, Training, Event Management, Nonprofits, Non-profit..., Event Planning, Annual Giving, Marketing, Community Development, Public Relations, Research, Sponsorship, Board Development, Grants, Management, Media Relations, Editing, Charities, Program Development, Time Management, Public Speaking, Organizational..., Proposal Writing, Planned Giving, Non-profit Board...
Education
Texas A&M University
BBA, Accounting
The Fundraising Resource Group November 2010 - Present
Mission Advancement Partners, LLC 2007 - 2010
RSI Catholic Services 2003 - 2007
RSI Institutional Services 2000 - 2003
RSI Church Services 1999 - 2000
Lehman Brothers 1997 - 1999
Inter-Capital Systems, Inc. 1987 - 1999
Invex, Inc. 1992 - 1997
Mark Manning, CPA's 1985 - 1987
Marshall Exploration 1983 - 1985
Skills
Fundraising, Non-profits, Philanthropy, Stewardship, Strategic Planning, Grant Writing, Leadership Development, Volunteer Management, Sales, Strategy, Community Outreach, Leadership, Training, Event Management, Nonprofits, Non-profit..., Event Planning, Annual Giving, Marketing, Community Development, Public Relations, Research, Sponsorship, Board Development, Grants, Management, Media Relations, Editing, Charities, Program Development, Time Management, Public Speaking, Organizational..., Proposal Writing, Planned Giving, Non-profit Board...
Education
Texas A&M University
BBA, Accounting
Seda Kamze Seda Kamze's Lehman Brothers Experience 2007 - 2008
Job Sales Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management February 2008 - Present
lehman brothers 2007 - 2008
Education
Temple University - Fox School of Business and Management 2001 — 2005
BAA Business Admin, e-Commerce Marketing
Barclays Wealth and Investment Management February 2008 - Present
lehman brothers 2007 - 2008
Education
Temple University - Fox School of Business and Management 2001 — 2005
BAA Business Admin, e-Commerce Marketing
Akshata Sukhathankar Akshata Sukhathankar's Lehman Brothers Experience April 2007 - September 2008
Job Finance Professional
Industry Financial Services
Experience
Deutsche Bank June 2014 - Present
Bank of America Merrill Lynch August 2012 - March 2013
Jefferies & Company September 2011 - June 2012
Nomura Securities October 2008 - February 2011
Lehman Brothers April 2007 - September 2008
Citigroup April 2006 - July 2006
CRISIL, A Standard & Poor's Company March 2004 - March 2006
Skills
Capital Markets, Investment Banking, Derivatives, Equities, Credit, Financial Services, Accounting, Fixed Income, Valuation, Portfolio Management, Business Analysis, Bloomberg, Financial Analysis, Financial Markets
Education
The Chartered Institute of Management Accountants 2013 — 2013
Advanced Diploma in Management Accounting, (Accounting, Finance, Project Management)
ICFAI 2008 — 2009
MBA, Finance
University of Mumbai 2004 — 2006
Mcom, Accounting
The Institute of Chartered Accountants of India 2002 — 2004
Inter CA (PE II), Accounting, Audit, Taxation, Costing
Narsee Monjee College of Commerce & Economics 1997 — 2002
Bcom, Commerce
Seth C D Barfiwala High School 1985 — 1997
SSC
Deutsche Bank June 2014 - Present
Bank of America Merrill Lynch August 2012 - March 2013
Jefferies & Company September 2011 - June 2012
Nomura Securities October 2008 - February 2011
Lehman Brothers April 2007 - September 2008
Citigroup April 2006 - July 2006
CRISIL, A Standard & Poor's Company March 2004 - March 2006
Skills
Capital Markets, Investment Banking, Derivatives, Equities, Credit, Financial Services, Accounting, Fixed Income, Valuation, Portfolio Management, Business Analysis, Bloomberg, Financial Analysis, Financial Markets
Education
The Chartered Institute of Management Accountants 2013 — 2013
Advanced Diploma in Management Accounting, (Accounting, Finance, Project Management)
ICFAI 2008 — 2009
MBA, Finance
University of Mumbai 2004 — 2006
Mcom, Accounting
The Institute of Chartered Accountants of India 2002 — 2004
Inter CA (PE II), Accounting, Audit, Taxation, Costing
Narsee Monjee College of Commerce & Economics 1997 — 2002
Bcom, Commerce
Seth C D Barfiwala High School 1985 — 1997
SSC
Mark Worsham Mark Worsham's Lehman Brothers Experience June 2003 - September 2006
Job Partner at Almon Alexander LLC
Industry Investment Banking
Experience
Almon Alexander LLC September 2008 - Present
A2 Acquisitions LLC May 2008 - Present
Lehman Brothers June 2003 - September 2006
Skills
Private Equity, Strategy, Equities, Financial Modeling
Education
Texas Christian University 2006 — 2008
MBA, Finance
Westminster College (MO) 1998 — 2002
BA, International Business
Almon Alexander LLC September 2008 - Present
A2 Acquisitions LLC May 2008 - Present
Lehman Brothers June 2003 - September 2006
Skills
Private Equity, Strategy, Equities, Financial Modeling
Education
Texas Christian University 2006 — 2008
MBA, Finance
Westminster College (MO) 1998 — 2002
BA, International Business
Chuck Hutt Chuck Hutt's Lehman Brothers Experience 2007 - 2007
Job SVP Mortgage Banking
Industry Financial Services
Experience
Huntingdon Vally Bank November 2007 - Present
Mortgage Lenders Network April 1997 - January 2007
Lehman Brothers 2007 - 2007
416th CA BN 2002 - 2003
Conti Mortgage 1993 - 1995
Skills
Mortgage Lending, Loan Origination, Underwriting, Mortgage Banking, FHA, Refinance, FHA financing, Consumer Lending, VA loans, Residential Mortgages, Leadership, Mortgage Underwriting, Portfolio Management, Strategy, Banking, Mortgage Servicing, Credit Analysis, Loans, Sales, USDA, Loss Mitigation, Commercial Mortgages, Commercial Lending, Reverse Mortgages, Loan Servicing, Credit, Certified Mortgage..., Home Equity Lines of..., Government Loans, Home Equity Loans, Construction Loans, Mortgage Marketing, Small Business Lending, Real Estate Economics, Default, Real Estate Financing, Funding, Finance, Commercial Banking, Credit Risk, Investments, Financial Risk, Financial Services, Wholesale Lending, Lines Of Credit, HUD, Closings
Education
Temple University 1986 — 1989
Valley Forge Military College 1976 — 1979
CJ
Huntingdon Vally Bank November 2007 - Present
Mortgage Lenders Network April 1997 - January 2007
Lehman Brothers 2007 - 2007
416th CA BN 2002 - 2003
Conti Mortgage 1993 - 1995
Skills
Mortgage Lending, Loan Origination, Underwriting, Mortgage Banking, FHA, Refinance, FHA financing, Consumer Lending, VA loans, Residential Mortgages, Leadership, Mortgage Underwriting, Portfolio Management, Strategy, Banking, Mortgage Servicing, Credit Analysis, Loans, Sales, USDA, Loss Mitigation, Commercial Mortgages, Commercial Lending, Reverse Mortgages, Loan Servicing, Credit, Certified Mortgage..., Home Equity Lines of..., Government Loans, Home Equity Loans, Construction Loans, Mortgage Marketing, Small Business Lending, Real Estate Economics, Default, Real Estate Financing, Funding, Finance, Commercial Banking, Credit Risk, Investments, Financial Risk, Financial Services, Wholesale Lending, Lines Of Credit, HUD, Closings
Education
Temple University 1986 — 1989
Valley Forge Military College 1976 — 1979
CJ
Nancy Friedberg, M.A. Nancy Friedberg, M.A.'s Lehman Brothers Experience 1984 - 1985
Job Executive Coach | Leadership Development | Career Management | Reinvention | Peak Performance Mastermind Groups
Industry Professional Training & Coaching
Experience
Career Leverage, Inc June 1992 - Present
Continental Insurance Company 1990 - 1993
R.R.Donnelley and Sons, Company 1985 - 1990
Lehman Brothers 1984 - 1985
Skills
Executive Coaching, Career Management, Career Assessment, 360 Feedback, Emotional Intelligence, Leadership Development, Coaching, Succession Planning, Talent Management, Performance Management, Career Development, Human Resources, Recruiting, Job Coaching, Onboarding, Personnel Management, Career Counseling, Entrepreneurship, Leadership, Personal Development, Employee Relations, Life Coaching, Executive Development, Business Coaching, Staff Development, Career Development..., Career Strategist, Workshop Facilitation, Mentoring, Consulting, Strategy, Organizational...
Education
Teachers College of Columbia University 1983 — 1985
M.A., Industrial/Organizational Psychology
The George Washington University 1981 — 1983
Bacheolor of Arts, Industrial/Organizational Psychology
Career Leverage, Inc June 1992 - Present
Continental Insurance Company 1990 - 1993
R.R.Donnelley and Sons, Company 1985 - 1990
Lehman Brothers 1984 - 1985
Skills
Executive Coaching, Career Management, Career Assessment, 360 Feedback, Emotional Intelligence, Leadership Development, Coaching, Succession Planning, Talent Management, Performance Management, Career Development, Human Resources, Recruiting, Job Coaching, Onboarding, Personnel Management, Career Counseling, Entrepreneurship, Leadership, Personal Development, Employee Relations, Life Coaching, Executive Development, Business Coaching, Staff Development, Career Development..., Career Strategist, Workshop Facilitation, Mentoring, Consulting, Strategy, Organizational...
Education
Teachers College of Columbia University 1983 — 1985
M.A., Industrial/Organizational Psychology
The George Washington University 1981 — 1983
Bacheolor of Arts, Industrial/Organizational Psychology
Janell Dudley's Lehman Brothers Experience December 2003 - April 2004
Job Project Management
Industry Investment Banking
Experience
Barclays May 2014 - Present
Barclays September 2012 - May 2014
Barclays January 2012 - September 2012
Barclays September 2010 - January 2012
Barclays March 2010 - September 2010
Goldman Sachs October 2007 - January 2009
Credit Suisse April 2004 - October 2007
Lehman Brothers December 2003 - April 2004
Deustche Bank June 2003 - December 2003
Skills
Program Management, Trading, Electronic Trading, Swaps, Back Office, Middle Office, Settlement, Management, Financial Risk, Fixed Income, Credit Derivatives, Derivatives, Bonds, Finance, Bloomberg, Equities, Prime Brokerage, Hedge Funds, Structured Products, Investment Banking, Interest Rate..., Structured Finance, Securities, Capital Markets, Equity Derivatives, Summit, Trading Systems, Options, FX Options, CDS
Education
Temple University 1999 — 2007
Bachelor's degree, Finance and International Business
Temple University - Fox School of Business and Management 1999 — 2003
B.A., Finance
Barclays May 2014 - Present
Barclays September 2012 - May 2014
Barclays January 2012 - September 2012
Barclays September 2010 - January 2012
Barclays March 2010 - September 2010
Goldman Sachs October 2007 - January 2009
Credit Suisse April 2004 - October 2007
Lehman Brothers December 2003 - April 2004
Deustche Bank June 2003 - December 2003
Skills
Program Management, Trading, Electronic Trading, Swaps, Back Office, Middle Office, Settlement, Management, Financial Risk, Fixed Income, Credit Derivatives, Derivatives, Bonds, Finance, Bloomberg, Equities, Prime Brokerage, Hedge Funds, Structured Products, Investment Banking, Interest Rate..., Structured Finance, Securities, Capital Markets, Equity Derivatives, Summit, Trading Systems, Options, FX Options, CDS
Education
Temple University 1999 — 2007
Bachelor's degree, Finance and International Business
Temple University - Fox School of Business and Management 1999 — 2003
B.A., Finance
Stephen Rogerson Stephen Rogerson's Lehman Brothers Experience January 1991 - November 1996
Job Senior manager at Ernst & Young LLP
Industry Banking
Experience
Ernst & Young LLP 2012 - Present
Royal Bank of Scotland June 2011 - November 2012
KPMG June 2007 - June 2010
Financial Industry Regulatory Authority August 2005 - May 2007
U.S. Securities and Exchange Commission January 2004 - May 2004
Financial Intelligence Agency May 1999 - April 2001
Financial Intelligence Agency March 1999 - April 2001
Deutsche Bank December 1996 - September 1998
Deutsche Bank December 1996 - September 1998
Lehman Brothers January 1991 - November 1996
Skills
AML, Banking, Operational Risk, Operational Risk..., Auditing, FCPA, Financial Services, FINRA, Valuation, Securities, Strategy, Legal Research, Policy, Financial Institutions, Fraud, Anti Money Laundering, Internal Audit
Education
New York State
Juris Doctor, 2004
New York State Supreme Court, Appellate Division
Bar admission
The George Washington University 2001 — 2004
JD, Law
The George Washington University Law School 2001 — 2004
JD, Law
University of Cambridge 1991 — 1991
M.A, History
University of Cambridge 1982 — 1985
BA, History
Ernst & Young LLP 2012 - Present
Royal Bank of Scotland June 2011 - November 2012
KPMG June 2007 - June 2010
Financial Industry Regulatory Authority August 2005 - May 2007
U.S. Securities and Exchange Commission January 2004 - May 2004
Financial Intelligence Agency May 1999 - April 2001
Financial Intelligence Agency March 1999 - April 2001
Deutsche Bank December 1996 - September 1998
Deutsche Bank December 1996 - September 1998
Lehman Brothers January 1991 - November 1996
Skills
AML, Banking, Operational Risk, Operational Risk..., Auditing, FCPA, Financial Services, FINRA, Valuation, Securities, Strategy, Legal Research, Policy, Financial Institutions, Fraud, Anti Money Laundering, Internal Audit
Education
New York State
Juris Doctor, 2004
New York State Supreme Court, Appellate Division
Bar admission
The George Washington University 2001 — 2004
JD, Law
The George Washington University Law School 2001 — 2004
JD, Law
University of Cambridge 1991 — 1991
M.A, History
University of Cambridge 1982 — 1985
BA, History
Jason Moskal Jason Moskal's Lehman Brothers Experience March 2001 - July 2003
Job Millenium Partners
Industry Financial Services
Experience
Millennium Partners September 2013 - Present
Nomura Securities August 2009 - September 2013
Merrill Lynch May 2008 - August 2009
Merrill Lynch February 2007 - May 2008
Cantor Fitzgerald July 2003 - February 2007
Lehman Brothers March 2001 - July 2003
PRUDENTIAL SECURITIES July 1999 - March 2001
JPMorgan Chase 1998 - 1998
Skills
Fixed Income, Equities, Finance, Investments, Banking, Trading, Cash Management, Prime Brokerage, Funding, Settlement, Loans
Education
Temple University - Fox School of Business and Management 1995 — 1999
BBA, International Business and Marketing
Millennium Partners September 2013 - Present
Nomura Securities August 2009 - September 2013
Merrill Lynch May 2008 - August 2009
Merrill Lynch February 2007 - May 2008
Cantor Fitzgerald July 2003 - February 2007
Lehman Brothers March 2001 - July 2003
PRUDENTIAL SECURITIES July 1999 - March 2001
JPMorgan Chase 1998 - 1998
Skills
Fixed Income, Equities, Finance, Investments, Banking, Trading, Cash Management, Prime Brokerage, Funding, Settlement, Loans
Education
Temple University - Fox School of Business and Management 1995 — 1999
BBA, International Business and Marketing
Derek P. Brown Derek P. Brown's Lehman Brothers Experience December 2006 - May 2008
Job Bar Manager at The Growler / Underdog
Industry Hospitality
Experience
The Growler / Underdog September 2012 - Present
Union Square Hospitality Group December 2011 - August 2012
Momofuku May 2011 - December 2011
DBGB Kitchen & Bar February 2010 - May 2011
Lehman Brothers December 2006 - May 2008
JPMorgan Chase July 2002 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Catering, Event Management, Food, Food, Menu Development, Social Media, Wine
Education
Temple University 1995 — 1999
Bachelor of Arts (BA), Business Law
Trinity College, Dublin 1997 — 1998
Business & Law
The Growler / Underdog September 2012 - Present
Union Square Hospitality Group December 2011 - August 2012
Momofuku May 2011 - December 2011
DBGB Kitchen & Bar February 2010 - May 2011
Lehman Brothers December 2006 - May 2008
JPMorgan Chase July 2002 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Catering, Event Management, Food, Food, Menu Development, Social Media, Wine
Education
Temple University 1995 — 1999
Bachelor of Arts (BA), Business Law
Trinity College, Dublin 1997 — 1998
Business & Law
Suzi Wilson Suzi Wilson's Lehman Brothers Experience July 1991 - September 1994
Job Currently Attending Columbia University for an M.A. in Archaeology
Industry Research
Experience
For an M.A. in Archaeology September 2012 - Present
Time Equities, Inc. August 2005 - August 2012
Net Lease Capital Investors July 2003 - March 2005
US Realty Advisors June 1999 - May 2003
Omnicom (WF Realty) March 1996 - June 1999
Edward S. Gordon Company September 1994 - March 1996
Lehman Brothers July 1991 - September 1994
Skills
Real Estate Economics, Asset Managment, Investments, Real Estate, Real Estate Development, Disposition, Real Estate Transactions, Investment Properties, Valuation, Due Diligence, Acquisitions, Financial Modeling, Property Management, Structured Finance, Underwriting, Asset Management, Corporate Real Estate
Education
Columbia University
Archaeology
Texas Tech University
University of Texas
MBA, business
For an M.A. in Archaeology September 2012 - Present
Time Equities, Inc. August 2005 - August 2012
Net Lease Capital Investors July 2003 - March 2005
US Realty Advisors June 1999 - May 2003
Omnicom (WF Realty) March 1996 - June 1999
Edward S. Gordon Company September 1994 - March 1996
Lehman Brothers July 1991 - September 1994
Skills
Real Estate Economics, Asset Managment, Investments, Real Estate, Real Estate Development, Disposition, Real Estate Transactions, Investment Properties, Valuation, Due Diligence, Acquisitions, Financial Modeling, Property Management, Structured Finance, Underwriting, Asset Management, Corporate Real Estate
Education
Columbia University
Archaeology
Texas Tech University
University of Texas
MBA, business
Fred Guest Fred Guest's Lehman Brothers Experience 2007 - 2008
Job Cofounder at Rater
Industry Internet
Experience
Barclays Capital 2008 - 2010
Lehman Brothers 2007 - 2008
Education
UCLA Anderson School of Management 2005 — 2007
MBA, Finance
The George Washington University 1995 — 1999
Bachelors, International Economics
Barclays Capital 2008 - 2010
Lehman Brothers 2007 - 2008
Education
UCLA Anderson School of Management 2005 — 2007
MBA, Finance
The George Washington University 1995 — 1999
Bachelors, International Economics
Ivan Stetsyuk's Lehman Brothers Experience June 2008 - August 2008
Job PhD Candidate (Finance) at Temple University Fox School of Business
Industry Financial Services
Experience
Temple University August 2009 - Present
Johns Hopkins University September 2008 - August 2009
Lehman Brothers June 2008 - August 2008
Poland Monthly April 2007 - September 2007
Skills
Research, Stata, Data Analysis, Financial Modeling, Corporate Finance, Portfolio Management, Statistics, Econometrics, SPSS, Quantitative Analytics, R, Economics, SAS, Policy Analysis, Qualitative Research, Higher Education, Analysis, Macroeconomics, Microsoft Excel, LaTeX, Market Research, Time Series Analysis, Quantitative Research, Economic Research, Data Mining, Bloomberg Terminal, Bloomberg, Valuation, Equity Research
Education
Temple University - Fox School of Business and Management 2009 — 2014
PhD, Finance
The Johns Hopkins University - Carey Business School 2007 — 2009
MS, Finance
University of Warsaw 2005 — 2006
Political Science
National University of Ostroh Academy 1998 — 2004
Specialist in Finance, Finance
Temple University August 2009 - Present
Johns Hopkins University September 2008 - August 2009
Lehman Brothers June 2008 - August 2008
Poland Monthly April 2007 - September 2007
Skills
Research, Stata, Data Analysis, Financial Modeling, Corporate Finance, Portfolio Management, Statistics, Econometrics, SPSS, Quantitative Analytics, R, Economics, SAS, Policy Analysis, Qualitative Research, Higher Education, Analysis, Macroeconomics, Microsoft Excel, LaTeX, Market Research, Time Series Analysis, Quantitative Research, Economic Research, Data Mining, Bloomberg Terminal, Bloomberg, Valuation, Equity Research
Education
Temple University - Fox School of Business and Management 2009 — 2014
PhD, Finance
The Johns Hopkins University - Carey Business School 2007 — 2009
MS, Finance
University of Warsaw 2005 — 2006
Political Science
National University of Ostroh Academy 1998 — 2004
Specialist in Finance, Finance
Gerry Herrfurth Gerry Herrfurth's Lehman Brothers Experience November 1999 - July 2001
Job Chef/Caterer
Industry Food & Beverages
Experience
Cultivated Tastes: A Private/Personal Chef and Catered Event Service January 2009 - Present
Organic Planet Restaurant April 2012 - October 2014
Organic Connection October 2006 - August 2008
TIAA-CREF November 2001 - November 2005
Lehman Brothers November 1999 - July 2001
Country Club of Hilton Head February 1994 - November 1996
ITT Sheraton May 1992 - February 1994
Stanwich Club September 1990 - May 1992
Millbrook Club 1986 - 1988
Skills
Parties, Weddings, Graduations, Culinary Skills, Food Service, Menu Development, Restaurant Management, Catering, Gourmet, Food, Banquets, Anniversaries, Recipes, Culinary Management, Recipe Testing, Cakes, Fine Dining, Seafood, Menu Engineering, Pastry, Cuisine, Restaurants, Personal Chef Services, Ingredients, Menu Costing, Food Safety, Food Quality, Food Preparation, Dinners, HACCP, Hospitality, Sanitation, Cooking, Chef, Training, Food Cost Management, Purchasing, Serve Safe Certified, Budgets, Food & Beverage, Butchery, Italian cuisine, Wine, Labor Control, Food Industry, Sauces, Culinary Education, Mediterranean, Hospitality Management, Food Cost Analysis
Education
The Culinary Institute of America 1998 — 1999
Bachelors, Culinary Arts Management
The Culinary Institute of America 1986 — 1988
Associattes, Culinary Arts
Cultivated Tastes: A Private/Personal Chef and Catered Event Service January 2009 - Present
Organic Planet Restaurant April 2012 - October 2014
Organic Connection October 2006 - August 2008
TIAA-CREF November 2001 - November 2005
Lehman Brothers November 1999 - July 2001
Country Club of Hilton Head February 1994 - November 1996
ITT Sheraton May 1992 - February 1994
Stanwich Club September 1990 - May 1992
Millbrook Club 1986 - 1988
Skills
Parties, Weddings, Graduations, Culinary Skills, Food Service, Menu Development, Restaurant Management, Catering, Gourmet, Food, Banquets, Anniversaries, Recipes, Culinary Management, Recipe Testing, Cakes, Fine Dining, Seafood, Menu Engineering, Pastry, Cuisine, Restaurants, Personal Chef Services, Ingredients, Menu Costing, Food Safety, Food Quality, Food Preparation, Dinners, HACCP, Hospitality, Sanitation, Cooking, Chef, Training, Food Cost Management, Purchasing, Serve Safe Certified, Budgets, Food & Beverage, Butchery, Italian cuisine, Wine, Labor Control, Food Industry, Sauces, Culinary Education, Mediterranean, Hospitality Management, Food Cost Analysis
Education
The Culinary Institute of America 1998 — 1999
Bachelors, Culinary Arts Management
The Culinary Institute of America 1986 — 1988
Associattes, Culinary Arts
Karen Tankersley Karen Tankersley's Lehman Brothers Experience September 2004 - September 2008
Job General Counsel at Finance of America Holdings, LLC
Industry Financial Services
Experience
Finance of America Holdings LLC August 2014 - Present
Nationstar Mortgage July 2012 - August 2014
Tankersley Associates PLLC August 2011 - July 2012
Aurora Bank FSB September 2008 - July 2011
Lehman Brothers September 2004 - September 2008
Finance America September 1999 - September 2004
AMRESCO May 1989 - September 1999
Federal Asset Disposition Association November 1986 - May 1989
Education
Texas A&M University
BA
The University of Texas School of Law
JD, Law
Finance of America Holdings LLC August 2014 - Present
Nationstar Mortgage July 2012 - August 2014
Tankersley Associates PLLC August 2011 - July 2012
Aurora Bank FSB September 2008 - July 2011
Lehman Brothers September 2004 - September 2008
Finance America September 1999 - September 2004
AMRESCO May 1989 - September 1999
Federal Asset Disposition Association November 1986 - May 1989
Education
Texas A&M University
BA
The University of Texas School of Law
JD, Law
David Schumer David Schumer's Lehman Brothers Experience July 2005 - August 2007
Job Principal at Third Street Partners
Industry Financial Services
Experience
Third Street Partners October 2013 - Present
David Barrett Partners February 2013 - October 2013
Tribe Capital Management August 2008 - April 2012
HBK Capital Management September 2007 - July 2008
Lehman Brothers July 2005 - August 2007
Smith Barney Citigroup January 2004 - May 2005
Skills
Investing, Equity Research, Financial Analysis, Financial Modeling, M&A due diligence, M&A experience, Strategic Planning, Fundamental Research, Corporate Finance, Idea Generation, Team Motivator, Self Starter, Operational Efficiency, Organizational..., Due Diligence, Investments, Fundamental Analysis, Investment Strategies, IPO, Financial Markets, Corporate Development, Investor Relations, Venture Capital, Equity Valuation, Capital Structure, Investment Management, Financial Institutions, Valuation, Bloomberg, Alternative Investments, Business Strategy, Management Consulting, Financial Services, Finance, Capital Markets, Investment Banking, Portfolio Management, Hedge Funds, Equities, Recruiting, Executive Search, Private Equity, Mutual Funds, Wealth Management, Asset Management, Asset Allocation, Fixed Income, Management, Strategy, Financial Structuring
Education
The George Washington University 2001 — 2005
BBA, Magna Cum Laude, Finance, International Business and Economics
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration - Magna Cum Laude, Finance, International Business and Economics
Third Street Partners October 2013 - Present
David Barrett Partners February 2013 - October 2013
Tribe Capital Management August 2008 - April 2012
HBK Capital Management September 2007 - July 2008
Lehman Brothers July 2005 - August 2007
Smith Barney Citigroup January 2004 - May 2005
Skills
Investing, Equity Research, Financial Analysis, Financial Modeling, M&A due diligence, M&A experience, Strategic Planning, Fundamental Research, Corporate Finance, Idea Generation, Team Motivator, Self Starter, Operational Efficiency, Organizational..., Due Diligence, Investments, Fundamental Analysis, Investment Strategies, IPO, Financial Markets, Corporate Development, Investor Relations, Venture Capital, Equity Valuation, Capital Structure, Investment Management, Financial Institutions, Valuation, Bloomberg, Alternative Investments, Business Strategy, Management Consulting, Financial Services, Finance, Capital Markets, Investment Banking, Portfolio Management, Hedge Funds, Equities, Recruiting, Executive Search, Private Equity, Mutual Funds, Wealth Management, Asset Management, Asset Allocation, Fixed Income, Management, Strategy, Financial Structuring
Education
The George Washington University 2001 — 2005
BBA, Magna Cum Laude, Finance, International Business and Economics
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration - Magna Cum Laude, Finance, International Business and Economics
Don Hayes Don Hayes's Lehman Brothers Experience January 1986 - February 1988
Job Linkin SEOTopRankedSites.com
Industry Real Estate
Experience
Linkin SEO July 2014 - Present
Lehman Brothers January 1986 - February 1988
Skills
Digital Marketing, Social Networking, Marketing Communications, Advertising, Online Advertising, Social Media, Email Marketing, SEO, Integrated Marketing, Market Research, Direct Marketing, Online Marketing, Marketing Strategy, Marketing, Social Media Marketing, Public Relations, Copywriting
Education
Technical Career Institutes 1984 — 1986
Certification
Linkin SEO July 2014 - Present
Lehman Brothers January 1986 - February 1988
Skills
Digital Marketing, Social Networking, Marketing Communications, Advertising, Online Advertising, Social Media, Email Marketing, SEO, Integrated Marketing, Market Research, Direct Marketing, Online Marketing, Marketing Strategy, Marketing, Social Media Marketing, Public Relations, Copywriting
Education
Technical Career Institutes 1984 — 1986
Certification
Joshua Desai Joshua Desai's Lehman Brothers Experience May 2011 - Present
Job Associate, Private Equity / Principal Investments at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers May 2011 - Present
Lehman Brothers May 2010 - April 2011
Education
The George Washington University
BBA, Finance, International Business
Lehman Brothers May 2011 - Present
Lehman Brothers May 2010 - April 2011
Education
The George Washington University
BBA, Finance, International Business
Joseph Loftus, III's Lehman Brothers Experience June 2008 - August 2008
Job Senior Analyst at Societe Generale Corporate and Investment Banking SGCIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
Annaly Capital Management May 2013 - July 2015
Wall Street Services January 2013 - May 2013
Merck October 2011 - June 2012
57 Stars LLC June 2010 - May 2011
US Treasury November 2009 - May 2010
Nomura International July 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Skills
Financial Modeling, International Relations, Mandarin, Politics, Research, Market Research, Data Analysis, Public Speaking, Policy Analysis, Analysis, Economics, Social Media
Education
The George Washington University 2007 — 2011
Bachelor of Arts, International Affairs
Regis High School 2003 — 2007
High School Diploma
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
Annaly Capital Management May 2013 - July 2015
Wall Street Services January 2013 - May 2013
Merck October 2011 - June 2012
57 Stars LLC June 2010 - May 2011
US Treasury November 2009 - May 2010
Nomura International July 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Skills
Financial Modeling, International Relations, Mandarin, Politics, Research, Market Research, Data Analysis, Public Speaking, Policy Analysis, Analysis, Economics, Social Media
Education
The George Washington University 2007 — 2011
Bachelor of Arts, International Affairs
Regis High School 2003 — 2007
High School Diploma
Don D'Ambrosio Don D'Ambrosio's Lehman Brothers Experience 2000 - 2008
Job President and CEO Oxygen Funding, Inc.
Industry Financial Services
Experience
Oxygen Funding Inc. November 2007 - Present
Lehman Brothers 2000 - 2008
BNC Mortgage (A Lehman Brothers Company) 1996 - October 2007
Crest Financial Corporation January 1990 - May 1995
Skills
Finance, Corporate Finance, Cash Flow, Funding, Executive Management, Forecasting, Loans, Credit, Risk Management, Asset Based Lending, Factoring, Mortgage Lending, Financial Structuring, Restructuring, Private Equity, Commercial Lending, Banking, Portfolio Management, Credit Analysis, Due Diligence, Tax, Financial Services, Financial Modeling, Financial Analysis, Investments, Structured Finance, Commercial Mortgages, Loan Origination, Mergers & Acquisitions, Underwriting, Capital, Microsoft Excel, Financial Risk, Small Business Lending, Cash Management, Credit Risk, Valuation, Asset Management, Leveraged Finance, 10K, Microsoft Word, Working Capital..., Investment Banking, Commercial Banking, Capital Markets, Strategic Financial..., Project Finance, Venture Capital, Debt Restructuring, Financial Planning
Education
Temple University 1981 — 1986
Bachelor of Business Administration, Accounting / Finance
Oxygen Funding Inc. November 2007 - Present
Lehman Brothers 2000 - 2008
BNC Mortgage (A Lehman Brothers Company) 1996 - October 2007
Crest Financial Corporation January 1990 - May 1995
Skills
Finance, Corporate Finance, Cash Flow, Funding, Executive Management, Forecasting, Loans, Credit, Risk Management, Asset Based Lending, Factoring, Mortgage Lending, Financial Structuring, Restructuring, Private Equity, Commercial Lending, Banking, Portfolio Management, Credit Analysis, Due Diligence, Tax, Financial Services, Financial Modeling, Financial Analysis, Investments, Structured Finance, Commercial Mortgages, Loan Origination, Mergers & Acquisitions, Underwriting, Capital, Microsoft Excel, Financial Risk, Small Business Lending, Cash Management, Credit Risk, Valuation, Asset Management, Leveraged Finance, 10K, Microsoft Word, Working Capital..., Investment Banking, Commercial Banking, Capital Markets, Strategic Financial..., Project Finance, Venture Capital, Debt Restructuring, Financial Planning
Education
Temple University 1981 — 1986
Bachelor of Business Administration, Accounting / Finance
Lois Palguta's Lehman Brothers Experience 2001 - 2001
Job Principal/Practice Lead CCI at CannonDesign
Industry Architecture & Planning
Experience
CannonDesign January 2014 - Present
Vocon/Conant Architects January 2002 - January 2014
Gensler June 1996 - May 2001
Lehman Brothers 2001 - 2001
David Hunter Architects August 1993 - June 1996
William J Reese Architect March 1992 - July 1993
Sibley & Liddle Construction June 1991 - December 1991
Archaeon August 1986 - September 1988
Education
University of Michigan 1988 — 1989
Master of Architecture (M.Arch.), Architecture
The Catholic University of America 1984 — 1986
B.S. Architecture, Architecture
CannonDesign January 2014 - Present
Vocon/Conant Architects January 2002 - January 2014
Gensler June 1996 - May 2001
Lehman Brothers 2001 - 2001
David Hunter Architects August 1993 - June 1996
William J Reese Architect March 1992 - July 1993
Sibley & Liddle Construction June 1991 - December 1991
Archaeon August 1986 - September 1988
Education
University of Michigan 1988 — 1989
Master of Architecture (M.Arch.), Architecture
The Catholic University of America 1984 — 1986
B.S. Architecture, Architecture
Donald J Boughrum's Lehman Brothers Experience June 2000 - September 2008
Job Global Fixed Income Sales
Industry Investment Banking
Experience
Credit Suisse August 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers June 2000 - September 2008
Dresdner Bank ZAO April 1995 - October 1999
Merrill Lynch January 1988 - February 1995
Skills
Investments, Capital Markets, Fixed Income, Derivatives, Bonds, Equities, Alternative Investments, Emerging Markets, Sales, Hedge Funds, Structured Products, Financial Markets, Investment Banking, Portfolio Management, Series 7, Trading, Asset Management
Education
Rider University
B.S., Finance
Temple University - Fox School of Business and Management
MBA, Marketing/Marketing Management
Credit Suisse August 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers June 2000 - September 2008
Dresdner Bank ZAO April 1995 - October 1999
Merrill Lynch January 1988 - February 1995
Skills
Investments, Capital Markets, Fixed Income, Derivatives, Bonds, Equities, Alternative Investments, Emerging Markets, Sales, Hedge Funds, Structured Products, Financial Markets, Investment Banking, Portfolio Management, Series 7, Trading, Asset Management
Education
Rider University
B.S., Finance
Temple University - Fox School of Business and Management
MBA, Marketing/Marketing Management
Penny Deming, PMP Penny Deming, PMP's Lehman Brothers Experience 1993 - 1994
Job Account Startup Executive Strategist at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard 2014 - Present
Hewlett-Packard March 2010 - April 2014
Hewlett-Packard August 1999 - February 2010
MPD Associates, Inc. 1997 - 1999
Time Inc. 1994 - 1997
Lehman Brothers 1993 - 1994
JP Morgan August 1985 - August 1993
Skills
PMP, Start-ups, Outsourcing, Program Management, Process Improvement, Team Leadership, Strategic Planning, Planning, Integration, Account Management, Coaching, Team Building, Risk Management, IT Management, Mentoring, Vendor Management, Cross-functional Team..., Project Planning, PMO, IT Outsourcing, Service Delivery, Business Analysis, Change Management, IT Service Management, IT Strategy, Strategy, Business Process...
Education
The George Washington University
Masters, Program Management
University of Virginia
BS Commerce McIntire School of Commerce, Management Information Systems and Marketing
Hewlett-Packard 2014 - Present
Hewlett-Packard March 2010 - April 2014
Hewlett-Packard August 1999 - February 2010
MPD Associates, Inc. 1997 - 1999
Time Inc. 1994 - 1997
Lehman Brothers 1993 - 1994
JP Morgan August 1985 - August 1993
Skills
PMP, Start-ups, Outsourcing, Program Management, Process Improvement, Team Leadership, Strategic Planning, Planning, Integration, Account Management, Coaching, Team Building, Risk Management, IT Management, Mentoring, Vendor Management, Cross-functional Team..., Project Planning, PMO, IT Outsourcing, Service Delivery, Business Analysis, Change Management, IT Service Management, IT Strategy, Strategy, Business Process...
Education
The George Washington University
Masters, Program Management
University of Virginia
BS Commerce McIntire School of Commerce, Management Information Systems and Marketing
John C. Sudduth John C. Sudduth's Lehman Brothers Experience March 1981 - July 1993
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James October 2005 - Present
Salomon Smith Barney July 1993 - October 2005
Lehman Brothers March 1981 - July 1993
Education
Texas Tech University
Bachelor's degree, Finance, General
Raymond James October 2005 - Present
Salomon Smith Barney July 1993 - October 2005
Lehman Brothers March 1981 - July 1993
Education
Texas Tech University
Bachelor's degree, Finance, General
Christopher Tynes's Lehman Brothers Experience January 1985 - August 1994
Job Private Wealth Advisor/ Strategic Asset Mgmt.
Industry Financial Services
Experience
Upstream investment partners July 2010 - Present
Southwest Securities January 2004 - June 2010
Prudential Financial January 1995 - 1999
Lehman Brothers January 1985 - August 1994
Skills
Securities, Professional Experience, Alternative Investments, Bonds, Real Estate, Estate Planning, Insurance, Personal Finance, Series 7, @Risk, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investment Strategies, Series 63, Wealth, Financial Advisory, Strategic Financial..., Portfolio Management, Stocks, 401k, Wealth Accumulation, 401k Rollovers, ETFs, Investment Management, Wealth Management..., Life Insurance, Hedge Funds, Saving for Education, Fixed Income, Finance, Separately Managed..., Municipal Bonds, Equity Trading, Equity Research, Risk Management, Financial Markets, Variable Annuities, Roth IRA, Retirement, Technical Analysis, Trading Strategies, Asset Management, Financial Services, High Net Worth..., Relationship Management, Trading
Education
Texas State University 1982 — 1986
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Texas State University-San Marcos 1982 — 1986
Bus, Business Administration and Management, General
Upstream investment partners July 2010 - Present
Southwest Securities January 2004 - June 2010
Prudential Financial January 1995 - 1999
Lehman Brothers January 1985 - August 1994
Skills
Securities, Professional Experience, Alternative Investments, Bonds, Real Estate, Estate Planning, Insurance, Personal Finance, Series 7, @Risk, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investment Strategies, Series 63, Wealth, Financial Advisory, Strategic Financial..., Portfolio Management, Stocks, 401k, Wealth Accumulation, 401k Rollovers, ETFs, Investment Management, Wealth Management..., Life Insurance, Hedge Funds, Saving for Education, Fixed Income, Finance, Separately Managed..., Municipal Bonds, Equity Trading, Equity Research, Risk Management, Financial Markets, Variable Annuities, Roth IRA, Retirement, Technical Analysis, Trading Strategies, Asset Management, Financial Services, High Net Worth..., Relationship Management, Trading
Education
Texas State University 1982 — 1986
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Texas State University-San Marcos 1982 — 1986
Bus, Business Administration and Management, General
Jaime McKenzie Jaime McKenzie's Lehman Brothers Experience June 2001 - May 2006
Job SENIOR DERIVATIVES ANALYST, Officer, Team Lead at Bank of America
Industry Investment Banking
Experience
Bank of America February 2013 - Present
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
Wells Fargo June 2010 - November 2013
Wells Fargo Corporation / Wachovia Securities January 2012 - November 2012
Wachovia August 2007 - June 2009
Lehman Brothers June 2001 - May 2006
Morgan Stanley July 1999 - February 2001
Skills
FX Options, Trading, Banking, Account Reconciliation, Access, Settlement, Financial Risk, Fixed Income, Bloomberg, Currency, Equities, Options, Derivatives, Hedge Funds, Capital Markets, Foreign Exchange, Investments, Financial Modeling, Mutual Funds, Risk Management
Education
Temple University 1988 — 1993
Associate's degree, Economics and International Business Administration
XAVERIAN HIGH SCHOOL 1984 — 1988
HS DIPLOMA, GENERAL
St. Francis of Assisi 1976 — 1984
Bank of America February 2013 - Present
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
LPL Financial 2015 - 2015
Wells Fargo June 2010 - November 2013
Wells Fargo Corporation / Wachovia Securities January 2012 - November 2012
Wachovia August 2007 - June 2009
Lehman Brothers June 2001 - May 2006
Morgan Stanley July 1999 - February 2001
Skills
FX Options, Trading, Banking, Account Reconciliation, Access, Settlement, Financial Risk, Fixed Income, Bloomberg, Currency, Equities, Options, Derivatives, Hedge Funds, Capital Markets, Foreign Exchange, Investments, Financial Modeling, Mutual Funds, Risk Management
Education
Temple University 1988 — 1993
Associate's degree, Economics and International Business Administration
XAVERIAN HIGH SCHOOL 1984 — 1988
HS DIPLOMA, GENERAL
St. Francis of Assisi 1976 — 1984
Vikram Kuriyan, CFA Vikram Kuriyan, CFA's Lehman Brothers Experience March 2007 - September 2008
Job Structured Credit
Industry Investment Banking
Experience
Barclays September 2008 - Present
Lehman Brothers March 2007 - September 2008
Lehman Brothers August 2005 - February 2007
Skills
CDO, CMBS, CDS, Trading, Microsoft Excel, CLO, MBS, Asset-backed..., Commercial Real Estate, VBA, Intex, Bloomberg, Credit Rating, PowerPoint, Fixed Income, Credit Derivatives, Interest Rate Swaps, ISDA, Depositions, Litigation, Structured Products, Structured Finance, ABS, Subprime, SNL
Education
The George Washington University
BA, Economics
Barclays September 2008 - Present
Lehman Brothers March 2007 - September 2008
Lehman Brothers August 2005 - February 2007
Skills
CDO, CMBS, CDS, Trading, Microsoft Excel, CLO, MBS, Asset-backed..., Commercial Real Estate, VBA, Intex, Bloomberg, Credit Rating, PowerPoint, Fixed Income, Credit Derivatives, Interest Rate Swaps, ISDA, Depositions, Litigation, Structured Products, Structured Finance, ABS, Subprime, SNL
Education
The George Washington University
BA, Economics
Ibrahim Diallo's Lehman Brothers Experience May 2008 - July 2008
Job Freelance Fulani Interpretator
Industry Financial Services
Experience
Fulani Interpretation 2004 - Present
JPMorgan Chase June 2011 - February 2015
Nielsen May 2010 - August 2010
Lehman Brothers May 2008 - July 2008
Education
Trinity College-Hartford 2007 — 2011
Political Science - International Relations, International Relations and Affairs
The American University in Cairo 2010 — 2010
International Relations and Affairs
Fulani Interpretation 2004 - Present
JPMorgan Chase June 2011 - February 2015
Nielsen May 2010 - August 2010
Lehman Brothers May 2008 - July 2008
Education
Trinity College-Hartford 2007 — 2011
Political Science - International Relations, International Relations and Affairs
The American University in Cairo 2010 — 2010
International Relations and Affairs
Udi Margulies's Lehman Brothers Experience July 2002 - September 2008
Job Managing Director HSBC Co Head Global Banking Brazil
Industry Investment Banking
Experience
HSBC Global Banking and Markets October 2012 - Present
Barclays Investment Bank September 2008 - August 2012
Lehman Brothers July 2002 - September 2008
Merrill Lynch July 1997 - June 2002
Lehman Brothers June 1996 - June 1997
Chase June 1993 - June 1996
Skills
Mergers & Acquisitions, Fairness Opinions, Business Acquisition..., IPO, Leveraged Finance, Debt Restructuring, Equity Capital Markets, Debt & Equity Capital..., Latin American markets, Emerging Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Accounting and Finance, Graduated with Distinction - Top 10%
Technion - Israel Institute of Technology 1983 — 1987
Engineer’s Degree, Industrial Engineering, Bachelor Science - Graduated with Distinction
HSBC Global Banking and Markets October 2012 - Present
Barclays Investment Bank September 2008 - August 2012
Lehman Brothers July 2002 - September 2008
Merrill Lynch July 1997 - June 2002
Lehman Brothers June 1996 - June 1997
Chase June 1993 - June 1996
Skills
Mergers & Acquisitions, Fairness Opinions, Business Acquisition..., IPO, Leveraged Finance, Debt Restructuring, Equity Capital Markets, Debt & Equity Capital..., Latin American markets, Emerging Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Accounting and Finance, Graduated with Distinction - Top 10%
Technion - Israel Institute of Technology 1983 — 1987
Engineer’s Degree, Industrial Engineering, Bachelor Science - Graduated with Distinction
Danny Reich Danny Reich's Lehman Brothers Experience May 1998 - December 2002
Job Principal, Banyan Global Investment Advisors LLC
Industry Financial Services
Experience
Banyan Global Investment Advisors LLC June 2011 - Present
Reich Investment Advisors LLC June 2008 - June 2011
Bear Stearns & Company June 2003 - May 2008
Lehman Brothers May 1998 - December 2002
Donaldson, Lufkin & Jenrette June 1993 - December 1998
Skills
Municipal Bonds, Fixed Income, High Net Worth..., Alternative Investments, Wealth Management, Equities, ETFs, Asset Allocation, Investments, Asset Management, Derivatives, Options..., CMBS, Mezzanine Lending, IRAs, 401(k)s, Special Needs Trusts
Education
Temple University
Banyan Global Investment Advisors LLC June 2011 - Present
Reich Investment Advisors LLC June 2008 - June 2011
Bear Stearns & Company June 2003 - May 2008
Lehman Brothers May 1998 - December 2002
Donaldson, Lufkin & Jenrette June 1993 - December 1998
Skills
Municipal Bonds, Fixed Income, High Net Worth..., Alternative Investments, Wealth Management, Equities, ETFs, Asset Allocation, Investments, Asset Management, Derivatives, Options..., CMBS, Mezzanine Lending, IRAs, 401(k)s, Special Needs Trusts
Education
Temple University
Simone Press's Lehman Brothers Experience May 2003 - August 2003
Job Director of Recruiting at Elite Daily
Industry Newspapers
Experience
Elite Daily July 2015 - Present
The Huffington Post/Aol Brand Group June 2012 - Present
ABC News August 2011 - June 2012
CBS News July 2010 - March 2011
Boston Herald May 2008 - July 2010
Boston Herald November 2006 - May 2008
Senator John Kerry June 2007 - August 2007
Walden Media September 2006 - December 2006
Fox News Channel May 2006 - August 2006
Lehman Brothers May 2003 - August 2003
Skills
Recruiting, Editorial, Editorial Consulting, Online Journalism, Broadcast Television, Broadcast Journalism, Cooking, Food, Food Writing, Problem Solving, Public Relations, Strategic Planning
Education
Tufts University 2004 — 2008
BA, Political Science
The Chinese University of Hong Kong 2007 — 2007
Study Abroad Spring Semester 2007
HS of Economics and Finance 2000 — 2004
Elite Daily July 2015 - Present
The Huffington Post/Aol Brand Group June 2012 - Present
ABC News August 2011 - June 2012
CBS News July 2010 - March 2011
Boston Herald May 2008 - July 2010
Boston Herald November 2006 - May 2008
Senator John Kerry June 2007 - August 2007
Walden Media September 2006 - December 2006
Fox News Channel May 2006 - August 2006
Lehman Brothers May 2003 - August 2003
Skills
Recruiting, Editorial, Editorial Consulting, Online Journalism, Broadcast Television, Broadcast Journalism, Cooking, Food, Food Writing, Problem Solving, Public Relations, Strategic Planning
Education
Tufts University 2004 — 2008
BA, Political Science
The Chinese University of Hong Kong 2007 — 2007
Study Abroad Spring Semester 2007
HS of Economics and Finance 2000 — 2004
Jesse Tanenbaum's Lehman Brothers Experience June 2008 - September 2008
Job
Industry Investment Banking
Experience
Goldman Sachs March 2015 - Present
Barclays July 2013 - March 2015
University of North Carolina at Chapel Hill July 2011 - May 2013
Barclays June 2012 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers June 2008 - September 2008
Merrill Lynch Private Wealth Management May 2007 - August 2007
Skills
Series 7, Series 63, Corporate Finance, Investments, Trading, Options, Banking, Capital Markets, Interest Rate..., Investment Banking, Finance, Bonds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA
The Chinese University of Hong Kong
MBA Exchange
University of Florida - Warrington College Of Business 2004 — 2008
Bachelor of Science, cum laude
John F. Kennedy High School 2000 — 2004
Honors Diploma
Goldman Sachs March 2015 - Present
Barclays July 2013 - March 2015
University of North Carolina at Chapel Hill July 2011 - May 2013
Barclays June 2012 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers June 2008 - September 2008
Merrill Lynch Private Wealth Management May 2007 - August 2007
Skills
Series 7, Series 63, Corporate Finance, Investments, Trading, Options, Banking, Capital Markets, Interest Rate..., Investment Banking, Finance, Bonds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA
The Chinese University of Hong Kong
MBA Exchange
University of Florida - Warrington College Of Business 2004 — 2008
Bachelor of Science, cum laude
John F. Kennedy High School 2000 — 2004
Honors Diploma
Lauren Aliza Ellberger's Lehman Brothers Experience July 2008 - September 2008
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Barclays Wealth and Investment Management September 2008 - June 2015
Lehman Brothers July 2008 - September 2008
Skills
Equities, Portfolio Management, Asset Management, Analysis, Investment Management, Business Analysis, Wealth Management, Fixed Income, Trading, Banking, Business Development, Investment Advisory, Strategy, Investments, Finance, Management, Corporate Finance
Education
The Cooper Union for the Advancement of Science and Art
Bachelor of Engineering, Interdisciplinary Engineering
TIAA-CREF June 2015 - Present
Barclays Wealth and Investment Management September 2008 - June 2015
Lehman Brothers July 2008 - September 2008
Skills
Equities, Portfolio Management, Asset Management, Analysis, Investment Management, Business Analysis, Wealth Management, Fixed Income, Trading, Banking, Business Development, Investment Advisory, Strategy, Investments, Finance, Management, Corporate Finance
Education
The Cooper Union for the Advancement of Science and Art
Bachelor of Engineering, Interdisciplinary Engineering
Gannon Schaefer Gannon Schaefer's Lehman Brothers Experience June 2002 - September 2008
Job Fixed Income Sales Professional at KGS Alpha
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P. September 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers June 2002 - September 2008
Education
The George Washington University
Bachelor of Business Administration, Finance
KGS-Alpha Capital Markets, L.P. September 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers June 2002 - September 2008
Education
The George Washington University
Bachelor of Business Administration, Finance
Sujoy Paul Sujoy Paul's Lehman Brothers Experience September 2007 - October 2008
Job Senior Technology Director at Walmart
Industry Information Technology and Services
Experience
Walmart July 2014 - Present
Amazon.com April 2010 - July 2014
PricewaterhouseCoopers 2008 - April 2010
Lehman Brothers September 2007 - October 2008
Deutsche Bank September 1997 - August 2007
SunGard May 1993 - August 1997
Skills
Product Management, Data Warehousing, Financial Modeling, IT Strategy, Finance, ERP, Tax, Program Management, Financial Analysis, Business Intelligence, Compliance, Capital Markets, Cloud Computing, SOX, Process Engineering, Excel, Architecture, Corporate Finance, Big Data, Hadoop, Data Mining
Education
The Cooper Union for the Advancement of Science and Art 1991 — 1995
BS, Electrical Engineering
Walmart July 2014 - Present
Amazon.com April 2010 - July 2014
PricewaterhouseCoopers 2008 - April 2010
Lehman Brothers September 2007 - October 2008
Deutsche Bank September 1997 - August 2007
SunGard May 1993 - August 1997
Skills
Product Management, Data Warehousing, Financial Modeling, IT Strategy, Finance, ERP, Tax, Program Management, Financial Analysis, Business Intelligence, Compliance, Capital Markets, Cloud Computing, SOX, Process Engineering, Excel, Architecture, Corporate Finance, Big Data, Hadoop, Data Mining
Education
The Cooper Union for the Advancement of Science and Art 1991 — 1995
BS, Electrical Engineering
Frankie Santini Frankie Santini's Lehman Brothers Experience September 1990 - September 2008
Job Stock Broker and Financial Advisor at The Scott Michaels Group
Industry Investment Management
Experience
The Scott - Michaels Group December 2012 - Present
Lehman Brothers September 1990 - September 2008
Skills
Money Management, Money Market Accounts, Financial Services, Stocks, Investment Banking, Investments, Money, Private Banking, Trustee Investments, Private Equity, Investment Properties, Charity, ETFs, Alternative Investments, Bonds
Education
Temple University
Bachelor of Science (BS), Economics
The Scott - Michaels Group December 2012 - Present
Lehman Brothers September 1990 - September 2008
Skills
Money Management, Money Market Accounts, Financial Services, Stocks, Investment Banking, Investments, Money, Private Banking, Trustee Investments, Private Equity, Investment Properties, Charity, ETFs, Alternative Investments, Bonds
Education
Temple University
Bachelor of Science (BS), Economics
Jayson Timball Jayson Timball's Lehman Brothers Experience January 2006 - December 2009
Job CEO at Princeton ADR Venture Fund
Industry Venture Capital & Private Equity
Experience
Princeton ADR Venture Fund July 2010 - Present
Lehman Brothers January 2006 - December 2009
Skills
Investments, Business Development, Risk Management, Start-ups, Venture Capital, Marketing Strategy, Corporate Development, Business Strategy, Analytics, Private Equity, Management, Financial Structuring, Strategic Partnerships, Valuation, Due Diligence, Entrepreneurship, Corporate Finance, Financial Risk, Investment Banking, Equities, Hedge Funds, Capital Markets, Project Finance, Mergers, Management Consulting, Strategy, Joint Ventures, Finance, Mergers & Acquisitions, Strategic Financial..., Social Media Marketing, Strategic Planning, Financial Analysis, Executive Management, Market Research, Portfolio Management, Alternative Investments, Business Planning, Negotiation, Banking, New Business Development, Emerging Markets, Financial Services, Online Advertising, Financial Modeling, Business Analysis, Lead Generation, Publishing, Asset Management, Online Publishing
Education
Texas A&M University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Princeton ADR Venture Fund July 2010 - Present
Lehman Brothers January 2006 - December 2009
Skills
Investments, Business Development, Risk Management, Start-ups, Venture Capital, Marketing Strategy, Corporate Development, Business Strategy, Analytics, Private Equity, Management, Financial Structuring, Strategic Partnerships, Valuation, Due Diligence, Entrepreneurship, Corporate Finance, Financial Risk, Investment Banking, Equities, Hedge Funds, Capital Markets, Project Finance, Mergers, Management Consulting, Strategy, Joint Ventures, Finance, Mergers & Acquisitions, Strategic Financial..., Social Media Marketing, Strategic Planning, Financial Analysis, Executive Management, Market Research, Portfolio Management, Alternative Investments, Business Planning, Negotiation, Banking, New Business Development, Emerging Markets, Financial Services, Online Advertising, Financial Modeling, Business Analysis, Lead Generation, Publishing, Asset Management, Online Publishing
Education
Texas A&M University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Shawn Ganz Shawn Ganz's Lehman Brothers Experience August 2009 - December 2013
Job Financial Analyst at HSBC
Industry Financial Services
Experience
HSBC May 2014 - Present
Lehman Brothers August 2009 - December 2013
AXA Equitable January 2009 - April 2009
Education
Syracuse University - Martin J. Whitman School of Management
Finance/Accounting
HSBC May 2014 - Present
Lehman Brothers August 2009 - December 2013
AXA Equitable January 2009 - April 2009
Education
Syracuse University - Martin J. Whitman School of Management
Finance/Accounting
Itai Benosh, CTP's Lehman Brothers Experience July 2000 - May 2002
Job Managing Director, Capital Markets at CastleOak Securities
Industry Capital Markets
Experience
CastleOak Securities, L.P. June 2010 - Present
Finacorp Securities February 2009 - June 2010
Freddie Mac January 2005 - January 2009
Freddie Mac January 2004 - January 2005
Freddie Mac May 2002 - January 2004
Lehman Brothers July 2000 - May 2002
AIG August 1997 - August 1998
Coral World International September 1993 - August 1997
Israel Defense Force July 1989 - September 1993
Skills
Treasury Management, Capital Markets, Investment Banking, Fixed Income, Investor Relations, Funding, Securities, Valuation, Financial Institutions, Financial Structuring, Bonds, Structured Finance, Trading, Investments, Financial Risk, Portfolio Management, Treasury, Structured Products, Financial Services, Finance, Bloomberg, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Tel Aviv University 1993 — 1996
BA, Economics
CastleOak Securities, L.P. June 2010 - Present
Finacorp Securities February 2009 - June 2010
Freddie Mac January 2005 - January 2009
Freddie Mac January 2004 - January 2005
Freddie Mac May 2002 - January 2004
Lehman Brothers July 2000 - May 2002
AIG August 1997 - August 1998
Coral World International September 1993 - August 1997
Israel Defense Force July 1989 - September 1993
Skills
Treasury Management, Capital Markets, Investment Banking, Fixed Income, Investor Relations, Funding, Securities, Valuation, Financial Institutions, Financial Structuring, Bonds, Structured Finance, Trading, Investments, Financial Risk, Portfolio Management, Treasury, Structured Products, Financial Services, Finance, Bloomberg, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Tel Aviv University 1993 — 1996
BA, Economics
Frank Fiorilli Frank Fiorilli's Lehman Brothers Experience July 2008 - September 2008
Job Rates Derivatives Sales Assistant at Barclays
Industry Investment Banking
Experience
Barclays April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - July 2007
Skills
Microsoft Office, ADP, DTC, Minitab, Settlements, Series 7, Series 63, Series 65, Finance, Settlement
Education
NYU Stern School of Business 2011 — 2014
MBA, Finance, Entrepreneurship
The College of New Jersey 2004 — 2008
Bachelor, Finance
Barclays April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - July 2007
Skills
Microsoft Office, ADP, DTC, Minitab, Settlements, Series 7, Series 63, Series 65, Finance, Settlement
Education
NYU Stern School of Business 2011 — 2014
MBA, Finance, Entrepreneurship
The College of New Jersey 2004 — 2008
Bachelor, Finance
Moshe Sarfaty Moshe Sarfaty's Lehman Brothers Experience May 2007 - January 2009
Job Analyst at Murchinson LP
Industry Capital Markets
Experience
Murchinson LP January 2015 - Present
Sentigo Technologies November 2013 - November 2014
Pi Funds August 2011 - October 2013
Barak Capital January 2010 - August 2011
Lehman Brothers May 2007 - January 2009
Lehman Brothers July 2006 - May 2007
Deutsche Bank June 2005 - August 2005
Imperva January 2004 - May 2004
Ayeca Software July 2002 - January 2004
Israel Airports Authority August 1997 - June 2002
Skills
Equities, Hedge Funds, Trading, Portfolio Management, Options, Valuation, Emerging Markets, Bonds, Capital Markets, Securities
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance and Economics
Tel Aviv University 1997 — 2002
BA, Computer Science and Economics
Murchinson LP January 2015 - Present
Sentigo Technologies November 2013 - November 2014
Pi Funds August 2011 - October 2013
Barak Capital January 2010 - August 2011
Lehman Brothers May 2007 - January 2009
Lehman Brothers July 2006 - May 2007
Deutsche Bank June 2005 - August 2005
Imperva January 2004 - May 2004
Ayeca Software July 2002 - January 2004
Israel Airports Authority August 1997 - June 2002
Skills
Equities, Hedge Funds, Trading, Portfolio Management, Options, Valuation, Emerging Markets, Bonds, Capital Markets, Securities
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance and Economics
Tel Aviv University 1997 — 2002
BA, Computer Science and Economics
Mark Primost Mark Primost's Lehman Brothers Experience January 2006 - March 2007
Job Vice President at Barclays Investment Bank
Industry Capital Markets
Experience
Barclays Investment Bank August 2013 - Present
Barclays Investment Bank March 2011 - July 2013
Accenture June 2007 - March 2011
Lehman Brothers January 2006 - March 2007
Lehman Brothers July 2003 - December 2005
Skills
Fixed Income, Middle Office, Investment Banking, Reference Data, Capital Markets, Project Management, Project Planning, MS Project, Project Delivery, Project Estimation, SDLC, Financial Instruments, Risk Management, Trading Systems, Securitization, Business Analysis
Education
The George Washington University 1999 — 2003
BA-Finance, The School of Business and Public Management
Barclays Investment Bank August 2013 - Present
Barclays Investment Bank March 2011 - July 2013
Accenture June 2007 - March 2011
Lehman Brothers January 2006 - March 2007
Lehman Brothers July 2003 - December 2005
Skills
Fixed Income, Middle Office, Investment Banking, Reference Data, Capital Markets, Project Management, Project Planning, MS Project, Project Delivery, Project Estimation, SDLC, Financial Instruments, Risk Management, Trading Systems, Securitization, Business Analysis
Education
The George Washington University 1999 — 2003
BA-Finance, The School of Business and Public Management
Jennifer Khordi's Lehman Brothers Experience June 2007 - May 2008
Job Technical Writer at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon May 2008 - Present
Lehman Brothers June 2007 - May 2008
CommVault September 2000 - September 2005
Education
The College of New Jersey 1987 — 1991
Business Management, Business
Bank of New York Mellon May 2008 - Present
Lehman Brothers June 2007 - May 2008
CommVault September 2000 - September 2005
Education
The College of New Jersey 1987 — 1991
Business Management, Business
Sam Blum Sam Blum's Lehman Brothers Experience 2005 - 2005
Job Finance Manager
Industry Financial Services
Experience
Independent April 2015 - Present
Kymeta Corporation October 2013 - March 2015
Expedia 2011 - 2013
HUD 2008 - 2011
Razume, Inc 2008 - 2009
PwC 2006 - 2008
Lehman Brothers 2005 - 2005
Skills
Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Data Analysis, Business Strategy, Product Development, Microsoft Excel, PowerPoint, Forecasting, Business Analysis, Process Improvement, Analytics, Management Consulting, Strategy, Program Management, Competitive Analysis, Business Development
Education
University of Washington 2012 — 2014
MBA, Technology Management
The George Washington University 2002 — 2006
BBA, Finance, Summa Cum Laude
Independent April 2015 - Present
Kymeta Corporation October 2013 - March 2015
Expedia 2011 - 2013
HUD 2008 - 2011
Razume, Inc 2008 - 2009
PwC 2006 - 2008
Lehman Brothers 2005 - 2005
Skills
Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Data Analysis, Business Strategy, Product Development, Microsoft Excel, PowerPoint, Forecasting, Business Analysis, Process Improvement, Analytics, Management Consulting, Strategy, Program Management, Competitive Analysis, Business Development
Education
University of Washington 2012 — 2014
MBA, Technology Management
The George Washington University 2002 — 2006
BBA, Finance, Summa Cum Laude
Karen Baram Cohen, PMP.'s Lehman Brothers Experience July 2007 - August 2008
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2010 - Present
Royal Bank of Scotland January 2010 - October 2010
EMC Consulting (previously BusinessEdge Solutions) November 2006 - October 2010
Royal Bank of Scotland February 2009 - July 2009
Morgan Stanley September 2008 - December 2008
Lehman Brothers July 2007 - August 2008
PricewaterhouseCoopers/IBM January 1999 - November 2006
Skills
Business Analysis, Management Consulting, PMO, SDLC, Project Planning, IT Strategy, Business Process..., Project Management, Data Center, Testing, Vendor Management, Leadership, Management, Financial Services, Governance
Education
University at Albany, SUNY 1996 — 1998
Tel Aviv University 1996 — 1996
Deutsche Bank October 2010 - Present
Royal Bank of Scotland January 2010 - October 2010
EMC Consulting (previously BusinessEdge Solutions) November 2006 - October 2010
Royal Bank of Scotland February 2009 - July 2009
Morgan Stanley September 2008 - December 2008
Lehman Brothers July 2007 - August 2008
PricewaterhouseCoopers/IBM January 1999 - November 2006
Skills
Business Analysis, Management Consulting, PMO, SDLC, Project Planning, IT Strategy, Business Process..., Project Management, Data Center, Testing, Vendor Management, Leadership, Management, Financial Services, Governance
Education
University at Albany, SUNY 1996 — 1998
Tel Aviv University 1996 — 1996
Ben Mahdavi Ben Mahdavi's Lehman Brothers Experience June 2008 - August 2008
Job Founder at Sivia Capital
Industry Financial Services
Experience
Sivia Capital March 2014 - Present
Barclays August 2009 - March 2014
Lehman Brothers June 2008 - August 2008
Seven LLC February 2005 - August 2007
National Football League May 2003 - January 2005
Education
University of Washington, Michael G. Foster School of Business 2007 — 2009
MBA
Tel Aviv University
MBA
University of Washington 1998 — 2002
BA
Sivia Capital March 2014 - Present
Barclays August 2009 - March 2014
Lehman Brothers June 2008 - August 2008
Seven LLC February 2005 - August 2007
National Football League May 2003 - January 2005
Education
University of Washington, Michael G. Foster School of Business 2007 — 2009
MBA
Tel Aviv University
MBA
University of Washington 1998 — 2002
BA
Elizabeth Wallace Elizabeth Wallace's Lehman Brothers Experience August 2002 - August 2007
Job Manager, Corporate Partnerships at New York Mets
Industry Retail
Experience
New York Mets February 2014 - Present
Macy's February 2011 - February 2014
New York Yankees June 2008 - February 2011
New York Yankees August 2007 - June 2008
Lehman Brothers August 2002 - August 2007
Skills
Sports, Sales, Event Planning, Marketing, Sports Management, Sponsorship, Social Media, Event Management, Sports Marketing, Public Relations, Social Media Marketing, Ticket Sales, Direct Marketing, Integrated Marketing, Social Networking, Digital Media, Digital Marketing, Account Management, Marketing Strategy, Advertising, Marketing Communications, Facebook, Media Relations, Brand Management, Strategic Partnerships, Brand Development, Relationship Marketing, Online Marketing, Email Marketing, Online Advertising, Market Research
Education
The Catholic University of America 1998 — 2002
St. Anthony's High School
New York Mets February 2014 - Present
Macy's February 2011 - February 2014
New York Yankees June 2008 - February 2011
New York Yankees August 2007 - June 2008
Lehman Brothers August 2002 - August 2007
Skills
Sports, Sales, Event Planning, Marketing, Sports Management, Sponsorship, Social Media, Event Management, Sports Marketing, Public Relations, Social Media Marketing, Ticket Sales, Direct Marketing, Integrated Marketing, Social Networking, Digital Media, Digital Marketing, Account Management, Marketing Strategy, Advertising, Marketing Communications, Facebook, Media Relations, Brand Management, Strategic Partnerships, Brand Development, Relationship Marketing, Online Marketing, Email Marketing, Online Advertising, Market Research
Education
The Catholic University of America 1998 — 2002
St. Anthony's High School
Nikki Lehmann Nikki Lehmann's Lehman Brothers Experience October 2007 - April 2008
Job Office Manager at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors March 2011 - Present
Legacy Financial Advisors January 2009 - April 2010
Lehman Brothers October 2007 - April 2008
AXA Advisors March 2006 - September 2007
TBG Financial September 2001 - November 2002
Clark/Bardes, Inc. September 1998 - April 2001
The Inteq Group, Inc May 1996 - September 1998
Skills
Office Management, Executive Support, Travel Arrangements, Office Administration, Calendaring, Expense Reports, Appointment Scheduling, Administrative..., Outlook, Microsoft Excel, PowerPoint, Morningstar, Insurance
Education
Texas State University-San Marcos 1992 — 1996
Bachelor's degree, Health Care Administration/Management
Legacy Financial Advisors March 2011 - Present
Legacy Financial Advisors January 2009 - April 2010
Lehman Brothers October 2007 - April 2008
AXA Advisors March 2006 - September 2007
TBG Financial September 2001 - November 2002
Clark/Bardes, Inc. September 1998 - April 2001
The Inteq Group, Inc May 1996 - September 1998
Skills
Office Management, Executive Support, Travel Arrangements, Office Administration, Calendaring, Expense Reports, Appointment Scheduling, Administrative..., Outlook, Microsoft Excel, PowerPoint, Morningstar, Insurance
Education
Texas State University-San Marcos 1992 — 1996
Bachelor's degree, Health Care Administration/Management
Jennifer L. Aquino Slater Jennifer L. Aquino Slater's Lehman Brothers Experience November 2006 - September 2008
Job Counsel, AntiFinancial Crime, Americas at Deutsche Bank
Industry Legal Services
Experience
Deutsche Bank September 2015 - Present
Lloyds Banking Group September 2011 - September 2015
LeClairRyan September 2010 - September 2011
MSCI Inc. September 2008 - October 2010
Lehman Brothers November 2006 - September 2008
Skills
Licensed in NY and NJ, Proficient in Spanish, Compliance, Corporate Governance, Financial Regulation, Anti Money Laundering, OFAC, Economic Sanctions, Dodd-Frank, Compliance Training, Whistleblower, Code of Conduct, Qui Tam, Policy Writing
Education
Temple University - James E. Beasley School of Law 2003 — 2006
J.D., Law
Williams College 1998 — 2003
B.A., Political Science, International Relations
Villa Walsh Academy 1994 — 1998
H.S.
Deutsche Bank September 2015 - Present
Lloyds Banking Group September 2011 - September 2015
LeClairRyan September 2010 - September 2011
MSCI Inc. September 2008 - October 2010
Lehman Brothers November 2006 - September 2008
Skills
Licensed in NY and NJ, Proficient in Spanish, Compliance, Corporate Governance, Financial Regulation, Anti Money Laundering, OFAC, Economic Sanctions, Dodd-Frank, Compliance Training, Whistleblower, Code of Conduct, Qui Tam, Policy Writing
Education
Temple University - James E. Beasley School of Law 2003 — 2006
J.D., Law
Williams College 1998 — 2003
B.A., Political Science, International Relations
Villa Walsh Academy 1994 — 1998
H.S.
Greg Kozar's Lehman Brothers Experience 1996 - 2000
Job Data Analyst at Moody's
Industry Information Services
Experience
Moody's November 2009 - Present
Millennium Capital April 2009 - October 2009
Promark Global Advisors, Inc. October 2008 - April 2009
Fox Business Network April 2007 - July 2008
Merrill Lynch August 2005 - March 2007
TD Ameritrade 2003 - 2005
JP Morgan 2000 - 2001
Lehman Brothers 1996 - 2000
Union Bank of Switzerland 1994 - 1996
Merrill Lynch 1993 - 1994
Skills
Fixed Income, Trading Systems, Market Data, Equities, Reference Data, Trading, Vendor Management, Data Inventory, Hedge Funds, Derivatives, Requirements Analysis, Financial Markets, Capital Markets, Financial Services, Electronic Trading, Risk Management, Bloomberg, Options, Securities, FX Options, Investment Banking, Market Risk, Business Analysis, Bloomberg Terminal, Portfolio Management, Financial Risk, Asset Management, Financial Modeling, SDLC, Emerging Markets, Valuation, Quantitative Analytics, Middle Office, Equity Trading, Sybase, Bonds, Commodity, Equity Derivatives, Credit Derivatives, Quantitative Finance, Equity Research, Interest Rate..., Technical Analysis, Investment Management, Structured Finance, Relationship Management, Alternative Investments, Back Office, Credit Risk, Investments
Education
Cooper Union 1980 — 1984
BsME, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1980 — 1984
1984, Mechanical Engineering
Moody's November 2009 - Present
Millennium Capital April 2009 - October 2009
Promark Global Advisors, Inc. October 2008 - April 2009
Fox Business Network April 2007 - July 2008
Merrill Lynch August 2005 - March 2007
TD Ameritrade 2003 - 2005
JP Morgan 2000 - 2001
Lehman Brothers 1996 - 2000
Union Bank of Switzerland 1994 - 1996
Merrill Lynch 1993 - 1994
Skills
Fixed Income, Trading Systems, Market Data, Equities, Reference Data, Trading, Vendor Management, Data Inventory, Hedge Funds, Derivatives, Requirements Analysis, Financial Markets, Capital Markets, Financial Services, Electronic Trading, Risk Management, Bloomberg, Options, Securities, FX Options, Investment Banking, Market Risk, Business Analysis, Bloomberg Terminal, Portfolio Management, Financial Risk, Asset Management, Financial Modeling, SDLC, Emerging Markets, Valuation, Quantitative Analytics, Middle Office, Equity Trading, Sybase, Bonds, Commodity, Equity Derivatives, Credit Derivatives, Quantitative Finance, Equity Research, Interest Rate..., Technical Analysis, Investment Management, Structured Finance, Relationship Management, Alternative Investments, Back Office, Credit Risk, Investments
Education
Cooper Union 1980 — 1984
BsME, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1980 — 1984
1984, Mechanical Engineering
Dino Verrelli's Lehman Brothers Experience September 1996 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Lehman Brothers September 1996 - September 2008
Slattery Associates July 1995 - August 1996
Skills
Capital Markets, Interest Rate..., Bloomberg, Derivatives, Fixed Income, Middle Office, Options, Equities, Hedge Funds, Trading, Investments, Asset Management, Securities, Financial Modeling, Investment Banking, Portfolio Management
Education
The Cooper Union for the Advancement of Science and Art 1990 — 1996
BE, ME, Engineering
Lehman Brothers September 1996 - September 2008
Slattery Associates July 1995 - August 1996
Skills
Capital Markets, Interest Rate..., Bloomberg, Derivatives, Fixed Income, Middle Office, Options, Equities, Hedge Funds, Trading, Investments, Asset Management, Securities, Financial Modeling, Investment Banking, Portfolio Management
Education
The Cooper Union for the Advancement of Science and Art 1990 — 1996
BE, ME, Engineering
Eric Waters, CFA's Lehman Brothers Experience June 2008 - August 2008
Job Vice President, Consumer Retail Investment Banking, Barclays
Industry Investment Banking
Experience
Barclays August 2009 - Present
Lehman Brothers June 2008 - August 2008
Vault August 2004 - August 2007
Skills
Financial Modeling, Business Strategy, Industry Research, Equity Research, Investment Banking, Valuation, Private Equity, Corporate Finance, Equities, Due Diligence, Financial Analysis, Capital Markets, New Business Development, Mergers, Investments, Business Development, LBO, Sales, Sales Management, DCF Valuation, Accounting, Financial Accounting, Comparable Analysis, M&A experience, M&A Modeling, M&A execution, M&A analysis, Accretion/dilution, IPO, Leveraged Finance, Series 7, Series 63, Mergers & Acquisitions
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Finance, General
University of California, Santa Cruz 2000 — 2002
Bachelor of Arts (BA), Mathematics, 3.9
Temple University 1997 — 1999
Mathematics, 3.9
Barclays August 2009 - Present
Lehman Brothers June 2008 - August 2008
Vault August 2004 - August 2007
Skills
Financial Modeling, Business Strategy, Industry Research, Equity Research, Investment Banking, Valuation, Private Equity, Corporate Finance, Equities, Due Diligence, Financial Analysis, Capital Markets, New Business Development, Mergers, Investments, Business Development, LBO, Sales, Sales Management, DCF Valuation, Accounting, Financial Accounting, Comparable Analysis, M&A experience, M&A Modeling, M&A execution, M&A analysis, Accretion/dilution, IPO, Leveraged Finance, Series 7, Series 63, Mergers & Acquisitions
Education
Yale University - Yale School of Management 2007 — 2009
MBA, Finance, General
University of California, Santa Cruz 2000 — 2002
Bachelor of Arts (BA), Mathematics, 3.9
Temple University 1997 — 1999
Mathematics, 3.9
Erik Umlauf's Lehman Brothers Experience September 2007 - January 2009
Job HR CFO at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Global Kids June 2013 - Present
Barclays September 2013 - December 2013
Nomura March 2011 - June 2013
Nomura March 2009 - February 2011
Lehman Brothers September 2007 - January 2009
Lehman Brothers 2005 - 2007
Lehman Brothers 2003 - 2005
Lehman Brothers 1999 - 2003
Lehman Brothers 1997 - 1999
Skills
Fixed Income, Investment Banking, Strategy, Change Management, Equities, Finance, Program Management, Financial Analysis, Capital Markets, Analysis, Derivatives, Mergers & Acquisitions, Forecasting, Management, Managerial Finance, Financial Risk, Financial Modeling, Prime Brokerage, Hedge Funds, Leadership, Business Planning, Valuation, Private Equity, Portfolio Management, Corporate Finance, Emerging Markets, Financial Markets, Asset Management, Cultural Diversity, Investments, Alternative Investments, Strategic Planning
Education
Technische Universität München 1985 — 1992
Masters of Science, Physics, ; MBA
Munich International School 1973 — 1985
J.P. Morgan January 2014 - Present
Global Kids June 2013 - Present
Barclays September 2013 - December 2013
Nomura March 2011 - June 2013
Nomura March 2009 - February 2011
Lehman Brothers September 2007 - January 2009
Lehman Brothers 2005 - 2007
Lehman Brothers 2003 - 2005
Lehman Brothers 1999 - 2003
Lehman Brothers 1997 - 1999
Skills
Fixed Income, Investment Banking, Strategy, Change Management, Equities, Finance, Program Management, Financial Analysis, Capital Markets, Analysis, Derivatives, Mergers & Acquisitions, Forecasting, Management, Managerial Finance, Financial Risk, Financial Modeling, Prime Brokerage, Hedge Funds, Leadership, Business Planning, Valuation, Private Equity, Portfolio Management, Corporate Finance, Emerging Markets, Financial Markets, Asset Management, Cultural Diversity, Investments, Alternative Investments, Strategic Planning
Education
Technische Universität München 1985 — 1992
Masters of Science, Physics, ; MBA
Munich International School 1973 — 1985
Stefanie Montevirgen's Lehman Brothers Experience 2006 - 2008
Job Recruiting Director
Industry Staffing and Recruiting
Experience
Cornerstone Research July 2015 - Present
UC Berkeley Haas MFE March 2013 - July 2015
Morgan Stanley 2008 - 2013
Lehman Brothers 2006 - 2008
New York & Company 2005 - 2006
Gap Inc 2003 - 2005
Education
Teachers College of Columbia University
MA
University of California, Irvine
BA
Cornerstone Research July 2015 - Present
UC Berkeley Haas MFE March 2013 - July 2015
Morgan Stanley 2008 - 2013
Lehman Brothers 2006 - 2008
New York & Company 2005 - 2006
Gap Inc 2003 - 2005
Education
Teachers College of Columbia University
MA
University of California, Irvine
BA
Sandya Swamy's Lehman Brothers Experience 2005 - 2006
Job Director, eSourcing and Supplier Development at Walmart eCommerce
Industry Management Consulting
Experience
Walmart eCommerce December 2014 - Present
Walmart eCommerce May 2014 - November 2014
McKinsey & Company September 2011 - April 2014
University of Chicago Graduate School of Business September 2008 - June 2011
Ashoka June 2009 - September 2009
NYC Department of Small Business Services February 2008 - August 2008
New York City Small Business Services August 2007 - February 2008
Insight Venture Partners September 2006 - August 2007
Lehman Brothers 2005 - 2006
Teach For America 2003 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Management Consulting, Strategy, Private Equity, Business Strategy, Emerging Markets, Economics, Venture Capital, Investment Banking, Data Analysis, Mergers & Acquisitions, Investments, Capital Markets, Analytics, Entrepreneurship, Strategic Planning, Competitive Analysis, Finance
Education
The University of Chicago 2008 — 2011
MBA / MPP, Economics, International Business and Policy, Entrepreneurship
The University of Chicago Booth School of Business 2008 — 2011
MBA/MPP, Economics, International Business
The George Washington University 1999 — 2003
BA, English, music
Walmart eCommerce December 2014 - Present
Walmart eCommerce May 2014 - November 2014
McKinsey & Company September 2011 - April 2014
University of Chicago Graduate School of Business September 2008 - June 2011
Ashoka June 2009 - September 2009
NYC Department of Small Business Services February 2008 - August 2008
New York City Small Business Services August 2007 - February 2008
Insight Venture Partners September 2006 - August 2007
Lehman Brothers 2005 - 2006
Teach For America 2003 - 2005
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Management Consulting, Strategy, Private Equity, Business Strategy, Emerging Markets, Economics, Venture Capital, Investment Banking, Data Analysis, Mergers & Acquisitions, Investments, Capital Markets, Analytics, Entrepreneurship, Strategic Planning, Competitive Analysis, Finance
Education
The University of Chicago 2008 — 2011
MBA / MPP, Economics, International Business and Policy, Entrepreneurship
The University of Chicago Booth School of Business 2008 — 2011
MBA/MPP, Economics, International Business
The George Washington University 1999 — 2003
BA, English, music
Bruce Brunner's Lehman Brothers Experience 1999 - 2004
Job Executive at Amherst Funding Group
Industry Financial Services
Experience
Amherst Funding Group 2014 - Present
Texas State University 1980 - 2015
Amherst Funding Group September 2006 - 2014
Amherst Funding Group 2004 - 2006
Aurora Loan Services 1999 - 2004
Lehman Brothers 1999 - 2004
Texas State University 1999 - 2000
Mellon Mortgage 1991 - 1993
North American Mortgage 1983 - 1985
Skills
Mortgage Banking, Risk Management, Credit, Capital Markets, Leadership Development, Mortgage Lending, Customer Service, Business Strategy, Strategic Planning, Event Planning, Leadership, Microsoft Office, Management Consulting, Investments, Marketing, Microsoft Excel, Social Media, Fundraising, Real Estate, Process Improvement, Portfolio Management, Financial Analysis, Sales, Banking, Business Analysis, Non-profits, Public Relations, Public Speaking, Fixed Income, Financial Modeling, Research, Project Management, Bloomberg, Team Building, Negotiation, Finance, MBS
Education
Texas State University 1979 — 1983
Amherst Funding Group 2014 - Present
Texas State University 1980 - 2015
Amherst Funding Group September 2006 - 2014
Amherst Funding Group 2004 - 2006
Aurora Loan Services 1999 - 2004
Lehman Brothers 1999 - 2004
Texas State University 1999 - 2000
Mellon Mortgage 1991 - 1993
North American Mortgage 1983 - 1985
Skills
Mortgage Banking, Risk Management, Credit, Capital Markets, Leadership Development, Mortgage Lending, Customer Service, Business Strategy, Strategic Planning, Event Planning, Leadership, Microsoft Office, Management Consulting, Investments, Marketing, Microsoft Excel, Social Media, Fundraising, Real Estate, Process Improvement, Portfolio Management, Financial Analysis, Sales, Banking, Business Analysis, Non-profits, Public Relations, Public Speaking, Fixed Income, Financial Modeling, Research, Project Management, Bloomberg, Team Building, Negotiation, Finance, MBS
Education
Texas State University 1979 — 1983
Ofer Imanuel's Lehman Brothers Experience July 2005 - September 2008
Job Team Lead at AppNexus
Industry Investment Banking
Experience
AppNexus June 2015 - Present
Goldman Sachs August 2013 - June 2015
Barclays Capital September 2008 - August 2013
Lehman Brothers July 2005 - September 2008
KBC Adirondack Electronic Markets LLC 2001 - 2005
Fundtech September 1999 - January 2001
Skills
Derivatives, Sybase, Credit Risk, C++, Fixed Income, Trading Systems, Perl, Numerical Analysis, Monte Carlo Simulation, VBA, Investment Banking, Options, Risk Management, Credit Derivatives, Equity Derivatives, Portfolio Management
Education
Technion - Israel Institute of Technology 1991 — 1994
D. Sc., Engineering
AppNexus June 2015 - Present
Goldman Sachs August 2013 - June 2015
Barclays Capital September 2008 - August 2013
Lehman Brothers July 2005 - September 2008
KBC Adirondack Electronic Markets LLC 2001 - 2005
Fundtech September 1999 - January 2001
Skills
Derivatives, Sybase, Credit Risk, C++, Fixed Income, Trading Systems, Perl, Numerical Analysis, Monte Carlo Simulation, VBA, Investment Banking, Options, Risk Management, Credit Derivatives, Equity Derivatives, Portfolio Management
Education
Technion - Israel Institute of Technology 1991 — 1994
D. Sc., Engineering
Tim Vestal's Lehman Brothers Experience June 2003 - December 2004
Job Portfolio Manager at Cortex Capital Partners
Industry Investment Management
Experience
Cortex Capital Management, LLC January 2013 - December 2014
Kleinheinz Capital Partners January 2005 - December 2012
Lehman Brothers June 2003 - December 2004
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Cortex Capital Management, LLC January 2013 - December 2014
Kleinheinz Capital Partners January 2005 - December 2012
Lehman Brothers June 2003 - December 2004
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Dan Mirabella's Lehman Brothers Experience June 2005 - August 2005
Job Global Macro at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management August 2013 - Present
Brevan Howard May 2013 - July 2013
Galtere International August 2011 - May 2013
Shumway Capital March 2010 - 2011
Guggenheim Partners November 2007 - March 2010
Freddie Mac June 2006 - November 2007
Lehman Brothers June 2005 - August 2005
Skills
Trading, Global Macro, Capital Markets, Securities Lending, Finance, Rates, Money Market, FX Options, ECN, Derivatives, Fixed Income, Quantitative Finance, Foreign Exchange, Hedge Funds, Structured Products, Bloomberg
Education
The George Washington University 2002 — 2006
BBA, Finance and Philosophy
Saline High School
Moore Capital Management August 2013 - Present
Brevan Howard May 2013 - July 2013
Galtere International August 2011 - May 2013
Shumway Capital March 2010 - 2011
Guggenheim Partners November 2007 - March 2010
Freddie Mac June 2006 - November 2007
Lehman Brothers June 2005 - August 2005
Skills
Trading, Global Macro, Capital Markets, Securities Lending, Finance, Rates, Money Market, FX Options, ECN, Derivatives, Fixed Income, Quantitative Finance, Foreign Exchange, Hedge Funds, Structured Products, Bloomberg
Education
The George Washington University 2002 — 2006
BBA, Finance and Philosophy
Saline High School
Judy Farkas Reba's Lehman Brothers Experience May 2005 - April 2008
Job at BlackRock
Industry Financial Services
Experience
BlackRock October 2012 - Present
Lehman Brothers May 2005 - April 2008
JPMorgan Chase January 1998 - April 2005
Barclays Capital 1997 - 1998
Education
Teachers College of Columbia University 1999 — 2001
Master of Arts (M.A.), Industrial and Organizational Psychology
University at Albany
BlackRock October 2012 - Present
Lehman Brothers May 2005 - April 2008
JPMorgan Chase January 1998 - April 2005
Barclays Capital 1997 - 1998
Education
Teachers College of Columbia University 1999 — 2001
Master of Arts (M.A.), Industrial and Organizational Psychology
University at Albany
Brad Northcutt's Lehman Brothers Experience March 1995 - February 2000
Job Vice President at Regional BrokerDealer
Industry Investment Banking
Experience
Regional Broker-Dealer August 2006 - Present
Thomas Weisel Partners February 2000 - August 2006
Lehman Brothers March 1995 - February 2000
Education
Texas Tech University 1983 — 1987
Bachelor of Business Administration, Finance/Economics
Texas Tech University - Rawls College of Business 1983 — 1987
BBA, Finance with an emphasis in Economics
Regional Broker-Dealer August 2006 - Present
Thomas Weisel Partners February 2000 - August 2006
Lehman Brothers March 1995 - February 2000
Education
Texas Tech University 1983 — 1987
Bachelor of Business Administration, Finance/Economics
Texas Tech University - Rawls College of Business 1983 — 1987
BBA, Finance with an emphasis in Economics
Roy McFadden's Lehman Brothers Experience 2004 - 2005
Job Director at Veritas Total Solutions
Industry Oil & Energy
Experience
Veritas Total Solutions June 2012 - Present
Prognosis Health Information Systems May 2008 - June 2012
MRE Consulting July 2006 - May 2008
MRE June 2006 - May 2008
Sirius Solutions 2007 - 2007
Sirius Solutions LLLC March 2005 - June 2006
Fidelity 2004 - 2006
Lehman Brothers 2004 - 2005
Accenture 1998 - 2005
Education
Texas State University-San Marcos 1990 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Veritas Total Solutions June 2012 - Present
Prognosis Health Information Systems May 2008 - June 2012
MRE Consulting July 2006 - May 2008
MRE June 2006 - May 2008
Sirius Solutions 2007 - 2007
Sirius Solutions LLLC March 2005 - June 2006
Fidelity 2004 - 2006
Lehman Brothers 2004 - 2005
Accenture 1998 - 2005
Education
Texas State University-San Marcos 1990 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Allyson Carine's Lehman Brothers Experience January 1995 - October 2008
Job Executive Director and Manager of Documentation Group at Nomura
Industry Financial Services
Experience
Nomura July 2009 - Present
Lehman Brothers Holdings Inc. in Administration December 2008 - July 2009
Barclays Capital October 2008 - December 2008
Lehman Brothers January 1995 - October 2008
Skills
Capital Markets, Derivatives, Trading, Hedge Funds, Equity Derivatives, Credit, FX Options, Equities, Portfolio Management, Fixed Income, Securities, Risk Management, Investment Banking, Credit Derivatives, Bonds
Education
The Catholic University of America 1988 — 1992
BA, English
The Academy of the Holy Angels 1984 — 1988
Nomura July 2009 - Present
Lehman Brothers Holdings Inc. in Administration December 2008 - July 2009
Barclays Capital October 2008 - December 2008
Lehman Brothers January 1995 - October 2008
Skills
Capital Markets, Derivatives, Trading, Hedge Funds, Equity Derivatives, Credit, FX Options, Equities, Portfolio Management, Fixed Income, Securities, Risk Management, Investment Banking, Credit Derivatives, Bonds
Education
The Catholic University of America 1988 — 1992
BA, English
The Academy of the Holy Angels 1984 — 1988
Howley, Justus's Lehman Brothers Experience September 2006 - May 2008
Job Vice President / US Head of Client Integration & Operations Client Relationship Management BNP Paribas
Industry Capital Markets
Experience
BNP Paribas September 2010 - Present
Merrill Lynch June 2008 - September 2010
Lehman Brothers September 2006 - May 2008
U.S. Department of the Treasury December 2003 - September 2006
Skills
Capital Markets, Fixed Income, Hedge Funds, Derivatives, Management
Education
Texas Christian University
University of Scranton
BNP Paribas September 2010 - Present
Merrill Lynch June 2008 - September 2010
Lehman Brothers September 2006 - May 2008
U.S. Department of the Treasury December 2003 - September 2006
Skills
Capital Markets, Fixed Income, Hedge Funds, Derivatives, Management
Education
Texas Christian University
University of Scranton
Daniel Bellehsen, CFA's Lehman Brothers Experience May 2007 - September 2007
Job Senior Portfolio Analyst, Small Cap Value at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Trust Company of the West 2013 - 2015
PIMCO 2012 - 2013
Wells Fargo Securities 2011 - 2012
Bridge Investors 2010 - 2011
Lehman Brothers May 2007 - September 2007
Education
The George Washington University 2004 — 2008
BBA, Business Economics
The George Washington University - School of Business 2004 — 2008
Solomon Schechter
Trust Company of the West 2013 - 2015
PIMCO 2012 - 2013
Wells Fargo Securities 2011 - 2012
Bridge Investors 2010 - 2011
Lehman Brothers May 2007 - September 2007
Education
The George Washington University 2004 — 2008
BBA, Business Economics
The George Washington University - School of Business 2004 — 2008
Solomon Schechter
Denise Gehrung's Lehman Brothers Experience 1996 - 2007
Job Independent Graphic Design Professional
Industry Graphic Design
Experience
G.Graphics January 1998 - Present
lehman brothers 1996 - 2007
Skills
Packaging, Vendor Management, Graphics, Corporate Identity, Creative Direction, InDesign, Management, User Interface Design, Typography, Advertising, Marketing Communications, Marketing, Photoshop, Mac, Corporate Branding, Graphic Design, Adobe Acrobat, Branding & Identity, Illustration, Direct Mail, Illustrator, Microsoft Excel, QuarkXPress, Financial Services, Art Direction, Digital Media, Adobe Creative Suite, Corporate Communications, Integrated Marketing, Web Design
Education
The Cooper Union for the Advancement of Science and Art 1985 — 1989
BFA
G.Graphics January 1998 - Present
lehman brothers 1996 - 2007
Skills
Packaging, Vendor Management, Graphics, Corporate Identity, Creative Direction, InDesign, Management, User Interface Design, Typography, Advertising, Marketing Communications, Marketing, Photoshop, Mac, Corporate Branding, Graphic Design, Adobe Acrobat, Branding & Identity, Illustration, Direct Mail, Illustrator, Microsoft Excel, QuarkXPress, Financial Services, Art Direction, Digital Media, Adobe Creative Suite, Corporate Communications, Integrated Marketing, Web Design
Education
The Cooper Union for the Advancement of Science and Art 1985 — 1989
BFA
Judy Farkas's Lehman Brothers Experience May 2005 - Present
Job Senior Vice President HR Generalist at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers May 2005 - Present
JP Morgan Chase 1998 - 2005
Education
Teachers College of Columbia University 1999 — 2001
Lehman Brothers May 2005 - Present
JP Morgan Chase 1998 - 2005
Education
Teachers College of Columbia University 1999 — 2001
William Durbin's Lehman Brothers Experience 2002 - 2003
Job Associate Attorney
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2011 - Present
Winston & Strawn LLP September 2008 - August 2011
US Courts August 2007 - August 2008
Winston & Strawn 2006 - 2006
Lehman Brothers 2002 - 2003
Education
The College of William and Mary - Marshall Wythe Law School 2004 — 2007
J.D.
Yale University 1998 — 2002
B.A., Ethics, Politics & Economics
St. Albans School 1994 — 1998
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2011 - Present
Winston & Strawn LLP September 2008 - August 2011
US Courts August 2007 - August 2008
Winston & Strawn 2006 - 2006
Lehman Brothers 2002 - 2003
Education
The College of William and Mary - Marshall Wythe Law School 2004 — 2007
J.D.
Yale University 1998 — 2002
B.A., Ethics, Politics & Economics
St. Albans School 1994 — 1998
Paul Bowers's Lehman Brothers Experience May 2004 - January 2008
Job Managing Director Lakeview Capital Partners
Industry Investment Management
Experience
Lakeview Capital Partners December 2014 - Present
Merrill Lynch September 2012 - December 2014
Independent Financial Professional January 2011 - August 2012
Oppenheimer & Co. March 2010 - December 2010
Independent Financial Professional March 2009 - February 2010
BTIG October 2008 - February 2009
Lehman Brothers May 2004 - January 2008
Lazard Freres & Co. 2002 - 2003
Octagon Asset Advisory LLC September 2001 - November 2002
Bear Stearns September 1986 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Derivatives, Investment Banking, Asset Managment, Financial Markets, ETFs, Options, Portfolio Management, Bloomberg, Investments, Technical Analysis, Electronic Trading, Equity Trading, Trading Systems, Equity Derivatives, Asset Allocation, Asset Management, Bonds, Commodity, Emerging Markets, Equity Research, Equity Valuation, FX Options, FINRA, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fund Of Funds, Hedging, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mutual Funds, Private Equity, Proprietary Trading, Restructuring, Securities, Series 63, Series 7, Structured Products, Trading Strategies, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Finance & Economics
University of Miami (FL) 1982 — 1984
Lakeview Capital Partners December 2014 - Present
Merrill Lynch September 2012 - December 2014
Independent Financial Professional January 2011 - August 2012
Oppenheimer & Co. March 2010 - December 2010
Independent Financial Professional March 2009 - February 2010
BTIG October 2008 - February 2009
Lehman Brothers May 2004 - January 2008
Lazard Freres & Co. 2002 - 2003
Octagon Asset Advisory LLC September 2001 - November 2002
Bear Stearns September 1986 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Derivatives, Investment Banking, Asset Managment, Financial Markets, ETFs, Options, Portfolio Management, Bloomberg, Investments, Technical Analysis, Electronic Trading, Equity Trading, Trading Systems, Equity Derivatives, Asset Allocation, Asset Management, Bonds, Commodity, Emerging Markets, Equity Research, Equity Valuation, FX Options, FINRA, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fund Of Funds, Hedging, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mutual Funds, Private Equity, Proprietary Trading, Restructuring, Securities, Series 63, Series 7, Structured Products, Trading Strategies, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Finance & Economics
University of Miami (FL) 1982 — 1984
Bobby Jones, CFA's Lehman Brothers Experience July 2007 - June 2009
Job Chief Financial Officer at Tricolor Auto Group, LLC
Industry Financial Services
Experience
Tricolor Auto Group, LLC April 2015 - Present
Tricolor Auto Group, LLC April 2014 - March 2015
Highland Capital Management, L.P. August 2010 - March 2014
Brazos Private Equity Partners July 2009 - August 2010
Lehman Brothers July 2007 - June 2009
Skills
Valuation, Private Equity, High Yield, LBO, Financial Modeling, Investment Banking, Equities, Special Situations, Hedge Funds, Capital Markets, Alternative Investments, Corporate Finance, Bloomberg, Due Diligence, Leveraged Finance, Equity Research, Investments, Corporate Development, Fixed Income, Portfolio Management, Equity Valuation
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Tricolor Auto Group, LLC April 2015 - Present
Tricolor Auto Group, LLC April 2014 - March 2015
Highland Capital Management, L.P. August 2010 - March 2014
Brazos Private Equity Partners July 2009 - August 2010
Lehman Brothers July 2007 - June 2009
Skills
Valuation, Private Equity, High Yield, LBO, Financial Modeling, Investment Banking, Equities, Special Situations, Hedge Funds, Capital Markets, Alternative Investments, Corporate Finance, Bloomberg, Due Diligence, Leveraged Finance, Equity Research, Investments, Corporate Development, Fixed Income, Portfolio Management, Equity Valuation
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Mark Leusner's Lehman Brothers Experience February 2007 - February 2008
Job Account Executive at American Financial Resources (AFR Mortgage)
Industry Banking
Experience
Lehman Brothers February 2007 - February 2008
Mortgage Lenders Network 2004 - January 2008
Education
Temple University
Lehman Brothers February 2007 - February 2008
Mortgage Lenders Network 2004 - January 2008
Education
Temple University
Jeff Horowitz's Lehman Brothers Experience April 2002 - September 2003
Job Managing Director, Chief Compliance Officer at Pershing
Industry Financial Services
Experience
Pershing June 2012 - Present
Pershing December 2006 - June 2012
Citigroup September 2003 - December 2006
Lehman Brothers April 2002 - September 2003
Goldman Sachs December 1997 - April 2002
Salomon Brothers April 1996 - December 1997
Paine Webber 1994 - 1996
FDIC 1990 - 1994
Skills
AML, OFAC, USA PATRIOT Act, FINRA, KYC, Securities, Series 7, Investment Banking, Series 24, Bank Secrecy Act, Financial Risk, Risk Management, Equities, Series 63, Banking, Due Diligence, Fixed Income, Operational Risk, Prime Brokerage, Capital Markets, Operational Risk..., Financial Regulation, Options, Financial Services, Mutual Funds, Investments, Hedge Funds, Derivatives, Broker-Dealer, Fraud, Corporate Governance, Anti Money Laundering, Alternative Investments
Education
The College of New Jersey 1985 — 1989
Bachelor of Science (B.S.), Economics
Pershing June 2012 - Present
Pershing December 2006 - June 2012
Citigroup September 2003 - December 2006
Lehman Brothers April 2002 - September 2003
Goldman Sachs December 1997 - April 2002
Salomon Brothers April 1996 - December 1997
Paine Webber 1994 - 1996
FDIC 1990 - 1994
Skills
AML, OFAC, USA PATRIOT Act, FINRA, KYC, Securities, Series 7, Investment Banking, Series 24, Bank Secrecy Act, Financial Risk, Risk Management, Equities, Series 63, Banking, Due Diligence, Fixed Income, Operational Risk, Prime Brokerage, Capital Markets, Operational Risk..., Financial Regulation, Options, Financial Services, Mutual Funds, Investments, Hedge Funds, Derivatives, Broker-Dealer, Fraud, Corporate Governance, Anti Money Laundering, Alternative Investments
Education
The College of New Jersey 1985 — 1989
Bachelor of Science (B.S.), Economics
Robert Sterner's Lehman Brothers Experience June 2008 - August 2008
Job Managing Director at Rangeley Capital
Industry Financial Services
Experience
Rangeley Capital 2011 - Present
Rangeley Capital Community Fund 2011 - Present
Lyster Watson June 2010 - July 2011
Barclays Wealth August 2008 - June 2010
Lehman Brothers June 2008 - August 2008
Lehman Brothers July 2005 - June 2008
Skills
Asset Management, Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Private Equity, Fund Of Funds, Investment Management, Alternative Investments, High Net Worth..., Asset Allocation, Financial Advisory
Education
The George Washington University 2001 — 2005
Bachelor of Arts, Major Degree: Human Services; Minor Degrees: Religion, Sociology
Rangeley Capital 2011 - Present
Rangeley Capital Community Fund 2011 - Present
Lyster Watson June 2010 - July 2011
Barclays Wealth August 2008 - June 2010
Lehman Brothers June 2008 - August 2008
Lehman Brothers July 2005 - June 2008
Skills
Asset Management, Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Private Equity, Fund Of Funds, Investment Management, Alternative Investments, High Net Worth..., Asset Allocation, Financial Advisory
Education
The George Washington University 2001 — 2005
Bachelor of Arts, Major Degree: Human Services; Minor Degrees: Religion, Sociology
Heather Crim Kaplan's Lehman Brothers Experience April 2006 - April 2007
Job Finance/Accounting Manager
Industry Accounting
Experience
Fluor Corporation February 2015 - Present
Trinity Industries, Inc. March 2014 - January 2015
Stryker April 2007 - November 2013
Stryker April 2012 - October 2013
Stryker July 2010 - April 2012
Stryker November 2008 - July 2010
Stryker Communications April 2008 - November 2008
Stryker Communications April 2007 - April 2008
Lehman Brothers April 2006 - April 2007
Lehman Brothers July 2004 - April 2006
Skills
Accounting, Analysis, Financial Analysis, Process Improvement, Financial Reporting, Cost Accounting, Budgets, Financial Accounting, General Ledger, Income Statement, Account Reconciliation, Microsoft Office, Access, Team Building, Oracle Applications, Strategic Financial..., Finance, Leadership, Management, Variance Analysis, Sarbanes-Oxley Act, Cross-functional Team..., Financial Modeling, Internal Controls, P, Hyperion Enterprise, Financial Statements, Essbase, Forecasting, Accounts Payable, Financial Planning
Education
University of North Texas 2008 — 2010
MBA, Strategic Management
Texas Tech University - Rawls College of Business 1999 — 2004
BBA, Finance
Fluor Corporation February 2015 - Present
Trinity Industries, Inc. March 2014 - January 2015
Stryker April 2007 - November 2013
Stryker April 2012 - October 2013
Stryker July 2010 - April 2012
Stryker November 2008 - July 2010
Stryker Communications April 2008 - November 2008
Stryker Communications April 2007 - April 2008
Lehman Brothers April 2006 - April 2007
Lehman Brothers July 2004 - April 2006
Skills
Accounting, Analysis, Financial Analysis, Process Improvement, Financial Reporting, Cost Accounting, Budgets, Financial Accounting, General Ledger, Income Statement, Account Reconciliation, Microsoft Office, Access, Team Building, Oracle Applications, Strategic Financial..., Finance, Leadership, Management, Variance Analysis, Sarbanes-Oxley Act, Cross-functional Team..., Financial Modeling, Internal Controls, P, Hyperion Enterprise, Financial Statements, Essbase, Forecasting, Accounts Payable, Financial Planning
Education
University of North Texas 2008 — 2010
MBA, Strategic Management
Texas Tech University - Rawls College of Business 1999 — 2004
BBA, Finance
Chia-Shin Fu's Lehman Brothers Experience December 2000 - September 2008
Job VP at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers December 2000 - September 2008
Dow Jones August 1997 - December 2000
N2K Inc. 1994 - August 1997
Skills
Fixed Income, Risk, Valuation, Analytics, Interest Rate..., Financial Risk, Credit Derivatives, Derivatives, Equity Derivatives, Swaps, Structured Products, Market Risk, Market Data
Education
Temple University 1993 — 1994
Computer Information Science
Tunghai University 1985 — 1989
Physics Science
Barclays Capital September 2008 - Present
Lehman Brothers December 2000 - September 2008
Dow Jones August 1997 - December 2000
N2K Inc. 1994 - August 1997
Skills
Fixed Income, Risk, Valuation, Analytics, Interest Rate..., Financial Risk, Credit Derivatives, Derivatives, Equity Derivatives, Swaps, Structured Products, Market Risk, Market Data
Education
Temple University 1993 — 1994
Computer Information Science
Tunghai University 1985 — 1989
Physics Science
Melissa Pereira's Lehman Brothers Experience 2007 - 2007
Job Client Solutions Manager at Envision Pharma Group, Excel Scientific
Industry Pharmaceuticals
Experience
Envision Pharma Group March 2015 - Present
Quintiles October 2010 - March 2015
BlueSpark Healthcare Communications November 2007 - October 2010
BlueSpark Healthcare Communications November 2007 - August 2010
Access Communications May 2006 - April 2007
Lehman Brothers 2007 - 2007
Skills
Pharmaceutical Industry, Account Management, Healthcare, Marketing Strategy, Event Planning, Product Launch, Marketing, Marketing Communications
Education
The College of New Jersey 2002 — 2006
Bachelor of Science (B.S.), Communications Studies
Envision Pharma Group March 2015 - Present
Quintiles October 2010 - March 2015
BlueSpark Healthcare Communications November 2007 - October 2010
BlueSpark Healthcare Communications November 2007 - August 2010
Access Communications May 2006 - April 2007
Lehman Brothers 2007 - 2007
Skills
Pharmaceutical Industry, Account Management, Healthcare, Marketing Strategy, Event Planning, Product Launch, Marketing, Marketing Communications
Education
The College of New Jersey 2002 — 2006
Bachelor of Science (B.S.), Communications Studies
Caroline Norton Vance's Lehman Brothers Experience June 2003 - July 2006
Job Vice President at Deutsche Bank Global Social Finance Group
Industry Banking
Experience
Deutsche Bank August 2008 - Present
Upaya Social Ventures 2011 - June 2014
MicroVest Capital Management September 2007 - May 2008
Lehman Brothers June 2003 - July 2006
Education
The George Washington University 2006 — 2008
MA, International Affairs
Williams College 1999 — 2003
BA, History
Deutsche Bank August 2008 - Present
Upaya Social Ventures 2011 - June 2014
MicroVest Capital Management September 2007 - May 2008
Lehman Brothers June 2003 - July 2006
Education
The George Washington University 2006 — 2008
MA, International Affairs
Williams College 1999 — 2003
BA, History
Neal Finkelstein's Lehman Brothers Experience August 2007 - October 2008
Job Analytics Client Architecht at IBM
Industry Financial Services
Experience
IBM October 2008 - Present
IBM October 2008 - Present
Lehman Brothers August 2007 - October 2008
Merrill Lynch December 1996 - July 2007
Skills
Databases, Unix, DB2, Business Intelligence, Data Warehouse..., Data Warehousing, Linux, Database Design, SQL Tuning, Enterprise Architecture, ETL, Sybase, Performance Tuning, Data Modeling, SDLC, Enterprise Software, Integration, IT Strategy, Database Administration, Shell Scripting, Data Migration, Solution Architecture, Disaster Recovery, Master Data Management, AIX, Predictive Analytics, Replication, High Availability, SQL, Stored Procedures, Data Governance, Unix Shell Scripting, OLAP, Oracle, Data Integration, Big Data Analytics, IBM AIX
Education
University of North Carolina at Chapel Hill 1972 — 1975
PhD, Psychology of Human Development, Quantitative Methods in the Social Sciences
Temple University 1970 — 1971
Master of Arts (M.A.), Psychology
IBM October 2008 - Present
IBM October 2008 - Present
Lehman Brothers August 2007 - October 2008
Merrill Lynch December 1996 - July 2007
Skills
Databases, Unix, DB2, Business Intelligence, Data Warehouse..., Data Warehousing, Linux, Database Design, SQL Tuning, Enterprise Architecture, ETL, Sybase, Performance Tuning, Data Modeling, SDLC, Enterprise Software, Integration, IT Strategy, Database Administration, Shell Scripting, Data Migration, Solution Architecture, Disaster Recovery, Master Data Management, AIX, Predictive Analytics, Replication, High Availability, SQL, Stored Procedures, Data Governance, Unix Shell Scripting, OLAP, Oracle, Data Integration, Big Data Analytics, IBM AIX
Education
University of North Carolina at Chapel Hill 1972 — 1975
PhD, Psychology of Human Development, Quantitative Methods in the Social Sciences
Temple University 1970 — 1971
Master of Arts (M.A.), Psychology
Joshua Montross's Lehman Brothers Experience May 2007 - September 2007
Job <> Hacker, Dreamer, Polgyglot <>
Industry Information Technology and Services
Experience
Karma Grove LLC June 2014 - Present
CryoZone LLC January 2014 - Present
Picarro, Inc. February 2013 - November 2013
Empowered October 2011 - December 2012
Demosphere International, Inc. July 2009 - October 2011
Financial Literacy Foundation July 2008 - July 2009
The George Washington University January 2008 - June 2009
Lehman Brothers May 2007 - September 2007
Skills
ruby, Linux, Process Improvement, Ruby on Rails, JavaScript, Financial Statement..., Spanish-speaking, Ruby, SQL, PostgreSQL, Web Applications, CSS, Entrepreneurship, Java, Git, Open Source, PHP, Apache, Web Services, Python, Software Development, HTML 5, jQuery, Web Development, Web Design, MySQL, APIs, Test Driven Development, Analysis, Programming, HTML, Amazon Web Services..., Cloud Computing, AJAX, Drupal, JSON, Mobile Applications, LAMP, MongoDB, REST, MVC, HTML5
Education
The George Washington University - School of Business 2008 — 2009
MS, Information Systems
The George Washington University 2004 — 2008
BBA, Finance and Information Systems
St. Mark's School of Texas 2001 — 2004
high school
Karma Grove LLC June 2014 - Present
CryoZone LLC January 2014 - Present
Picarro, Inc. February 2013 - November 2013
Empowered October 2011 - December 2012
Demosphere International, Inc. July 2009 - October 2011
Financial Literacy Foundation July 2008 - July 2009
The George Washington University January 2008 - June 2009
Lehman Brothers May 2007 - September 2007
Skills
ruby, Linux, Process Improvement, Ruby on Rails, JavaScript, Financial Statement..., Spanish-speaking, Ruby, SQL, PostgreSQL, Web Applications, CSS, Entrepreneurship, Java, Git, Open Source, PHP, Apache, Web Services, Python, Software Development, HTML 5, jQuery, Web Development, Web Design, MySQL, APIs, Test Driven Development, Analysis, Programming, HTML, Amazon Web Services..., Cloud Computing, AJAX, Drupal, JSON, Mobile Applications, LAMP, MongoDB, REST, MVC, HTML5
Education
The George Washington University - School of Business 2008 — 2009
MS, Information Systems
The George Washington University 2004 — 2008
BBA, Finance and Information Systems
St. Mark's School of Texas 2001 — 2004
high school
Martha Ben-Michael's Lehman Brothers Experience 1994 - 2000
Job Quantitative software development
Industry Financial Services
Experience
Variance Solutions, LLC 2009 - Present
UBS Investment Bank 2002 - 2009
Merrill Lynch 2000 - 2001
Lehman Brothers 1994 - 2000
Skills
Options, Risk Systems, Java, SQL, R, Software Product..., Market Risk, Derivatives, Quantitative Finance, Software Development, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA
Technion - Israel Institute of Technology 1984 — 1988
B.S., Computer Science
Variance Solutions, LLC 2009 - Present
UBS Investment Bank 2002 - 2009
Merrill Lynch 2000 - 2001
Lehman Brothers 1994 - 2000
Skills
Options, Risk Systems, Java, SQL, R, Software Product..., Market Risk, Derivatives, Quantitative Finance, Software Development, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA
Technion - Israel Institute of Technology 1984 — 1988
B.S., Computer Science
Francis Uy's Lehman Brothers Experience January 2006 - July 2008
Job Developer at Highbridge Capital Management
Industry Financial Services
Experience
Highbridge Capital Management June 2011 - Present
Barclays Capital May 2010 - June 2011
GFI Group July 2008 - May 2010
Lehman Brothers January 2006 - July 2008
GFI Group May 2001 - December 2005
Skills
Java, Debugging, Enterprise Software, Testing, Server Side Programming, Oracle, Commodity, JUnit, Microsoft SQL Server, Apache, Derivatives, Agile Methodologies, Maven, Linux, JIRA, Git, JavaScript, Spring Framework, SQL, Core Java, Jenkins, REST, JMS, Software Development, Web Development, Unix, Market Data, Web Services
Education
The Cooper Union for the Advancement of Science and Art 1994 — 1998
Bachelor of Engineering (BE), Mechanical Engineering
Highbridge Capital Management June 2011 - Present
Barclays Capital May 2010 - June 2011
GFI Group July 2008 - May 2010
Lehman Brothers January 2006 - July 2008
GFI Group May 2001 - December 2005
Skills
Java, Debugging, Enterprise Software, Testing, Server Side Programming, Oracle, Commodity, JUnit, Microsoft SQL Server, Apache, Derivatives, Agile Methodologies, Maven, Linux, JIRA, Git, JavaScript, Spring Framework, SQL, Core Java, Jenkins, REST, JMS, Software Development, Web Development, Unix, Market Data, Web Services
Education
The Cooper Union for the Advancement of Science and Art 1994 — 1998
Bachelor of Engineering (BE), Mechanical Engineering
Monte Green's Lehman Brothers Experience 2004 - 2007
Job Senior Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC May 2007 - Present
Lehman Brothers 2004 - 2007
Bank of America 2002 - 2004
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Investments, Restructuring, Leveraged Finance, Equities, Hedge Funds, Venture Capital, Finance, Private Placements
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Concentrations in Accounting, Analytic Finance and Entrepreneurship
Texas Christian University 1992 — 1997
BBA, Finance, Marketing
Imperial Capital, LLC May 2007 - Present
Lehman Brothers 2004 - 2007
Bank of America 2002 - 2004
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Investments, Restructuring, Leveraged Finance, Equities, Hedge Funds, Venture Capital, Finance, Private Placements
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Concentrations in Accounting, Analytic Finance and Entrepreneurship
Texas Christian University 1992 — 1997
BBA, Finance, Marketing
Susan Genicevitch's Lehman Brothers Experience November 2006 - September 2008
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays February 2012 - Present
Barclays Capital 2008 - February 2012
Lehman Brothers November 2006 - September 2008
Mutual of America January 1986 - November 2006
Mutual of America 1986 - 2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY 1986 - 2006
Skills
Marketing Event Planning, Budget Process, Banquet Operations, Investment Banking, Not for Profit, Event Management, Event Planning, Fixed Income, Mutual Funds, Management, Marketing, Strategy, Project Planning, Contract Negotiation, Time Management, Budgets, Negotiation, Team Leadership, Talent Management, Leadership
Education
College of New Rochelle 1995 — 2000
BA, Communications, Graduated Summa Cum Laude
Barclays February 2012 - Present
Barclays Capital 2008 - February 2012
Lehman Brothers November 2006 - September 2008
Mutual of America January 1986 - November 2006
Mutual of America 1986 - 2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY 1986 - 2006
Skills
Marketing Event Planning, Budget Process, Banquet Operations, Investment Banking, Not for Profit, Event Management, Event Planning, Fixed Income, Mutual Funds, Management, Marketing, Strategy, Project Planning, Contract Negotiation, Time Management, Budgets, Negotiation, Team Leadership, Talent Management, Leadership
Education
College of New Rochelle 1995 — 2000
BA, Communications, Graduated Summa Cum Laude
Janine Zuccala's Lehman Brothers Experience Catering ManagerCompass Group at Bloomberg2005 - 2006
Job Executive Dining Event Coordinator at Lehman Brothers
Industry Food & Beverages
Experience
Lehman Brothers Catering ManagerCompass Group at Bloomberg2005 - 2006
Education
The Culinary Institute of America 2001 — 2003
Baking and Pastry Arts & Restaurant Management
Ridgewood High School 1998 — 2001
Lehman Brothers Catering ManagerCompass Group at Bloomberg2005 - 2006
Education
The Culinary Institute of America 2001 — 2003
Baking and Pastry Arts & Restaurant Management
Ridgewood High School 1998 — 2001
Alaine Boccafola's Lehman Brothers Experience July 2008 - August 2008
Job VP at JPMorgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Barclays Capital February 2012 - June 2014
Barclays Capital June 2009 - February 2012
Lehman Brothers July 2008 - August 2008
Merrill Lynch January 2008 - April 2008
Johnson & Johnson June 2007 - January 2008
Education
The College of New Jersey 2005 — 2009
Bachelor of Science (B.S.), Finance
J.P. Morgan June 2014 - Present
Barclays Capital February 2012 - June 2014
Barclays Capital June 2009 - February 2012
Lehman Brothers July 2008 - August 2008
Merrill Lynch January 2008 - April 2008
Johnson & Johnson June 2007 - January 2008
Education
The College of New Jersey 2005 — 2009
Bachelor of Science (B.S.), Finance
Paul Dickson's Lehman Brothers Experience 1997 - 1999
Job Portfolio Manager at New Mexico Bank & Trust, Fixed Income Manager, Heartland Financial
Industry Financial Services
Experience
New Mexico Bank & Trust August 2012 - Present
Weasel & Fitz March 2007 - Present
Armored Wolf, LLC October 2008 - September 2010
JP Morgan 1999 - 2005
Lehman Brothers 1997 - 1999
The Chase Manhattan Bank 1993 - 1997
Skills
Fixed Income, Emerging Markets, Economics, Investment Banking, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Private Equity, Financial Markets, Valuation, Capital Markets, Securities, Commodity, Asset Management, Asset Allocation, Bloomberg, Wealth Management, Bonds, Venture Capital, Trading, FX Options, Investment Strategies, Investments, Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, International Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, Latin American Studies
The George Washington University 1984 — 1988
BA, International Relations -- Soviet Studies
New Mexico Bank & Trust August 2012 - Present
Weasel & Fitz March 2007 - Present
Armored Wolf, LLC October 2008 - September 2010
JP Morgan 1999 - 2005
Lehman Brothers 1997 - 1999
The Chase Manhattan Bank 1993 - 1997
Skills
Fixed Income, Emerging Markets, Economics, Investment Banking, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Private Equity, Financial Markets, Valuation, Capital Markets, Securities, Commodity, Asset Management, Asset Allocation, Bloomberg, Wealth Management, Bonds, Venture Capital, Trading, FX Options, Investment Strategies, Investments, Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, International Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, Latin American Studies
The George Washington University 1984 — 1988
BA, International Relations -- Soviet Studies
Andrea Leonardelli's Lehman Brothers Experience June 2005 - September 2008
Job Senior Managing Director, Planning & Analysis at Teach For America
Industry Financial Services
Experience
Teach For America September 2014 - Present
Teach For America June 2013 - September 2014
Teach For America October 2010 - June 2013
Barclays December 2009 - October 2010
Barclays September 2008 - December 2009
Lehman Brothers June 2005 - September 2008
Education
The George Washington University 2001 — 2005
Bachelor of Business Administration (BBA), Finance & International Business
Teach For America September 2014 - Present
Teach For America June 2013 - September 2014
Teach For America October 2010 - June 2013
Barclays December 2009 - October 2010
Barclays September 2008 - December 2009
Lehman Brothers June 2005 - September 2008
Education
The George Washington University 2001 — 2005
Bachelor of Business Administration (BBA), Finance & International Business
Peter Hickman, CFA's Lehman Brothers Experience July 2003 - September 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 2003 - September 2008
CIBC Asset Management April 2002 - July 2003
Education
The College of New Jersey 1997 — 2001
BS, Finance
Qp
Qp
Qp
Barclays Capital September 2008 - Present
Lehman Brothers July 2003 - September 2008
CIBC Asset Management April 2002 - July 2003
Education
The College of New Jersey 1997 — 2001
BS, Finance
Qp
Qp
Qp
Thomas Rogers's Lehman Brothers Experience 2007 - 2009
Job Operations and Relationship Manager at Harmonic Fund Services
Industry Financial Services
Experience
Harmonic Fund Services January 2015 - Present
Lehman Brothers Holdings Inc. December 2009 - December 2014
LAMCO LLC May 2010 - December 2012
Lehman Brothers Holdings Inc. March 2009 - December 2009
Barclays Capital September 2008 - March 2009
Lehman Brothers 2007 - 2009
Lehman Brothers 2003 - 2006
Lehman Brothers June 2000 - January 2003
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Bloomberg, Middle Office, Credit Derivatives, Prime Brokerage, CDS, Swaps, Valuation, Structured Products, MBS, Trading, Bonds, Trading Systems, Alternative Investments, Back Office
Education
The College of New Jersey 1997 — 2001
BA, Business
Bergen Catholic 1993 — 1997
OLV 1984 — 1993
Harmonic Fund Services January 2015 - Present
Lehman Brothers Holdings Inc. December 2009 - December 2014
LAMCO LLC May 2010 - December 2012
Lehman Brothers Holdings Inc. March 2009 - December 2009
Barclays Capital September 2008 - March 2009
Lehman Brothers 2007 - 2009
Lehman Brothers 2003 - 2006
Lehman Brothers June 2000 - January 2003
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Bloomberg, Middle Office, Credit Derivatives, Prime Brokerage, CDS, Swaps, Valuation, Structured Products, MBS, Trading, Bonds, Trading Systems, Alternative Investments, Back Office
Education
The College of New Jersey 1997 — 2001
BA, Business
Bergen Catholic 1993 — 1997
OLV 1984 — 1993
Vicky Lay's Lehman Brothers Experience August 2007 - September 2008
Job Implementation Manager, Analytics at 1stdibs.com
Industry Financial Services
Experience
1stdibs.com June 2015 - Present
Backstop Solutions Group May 2013 - June 2015
eVestment December 2012 - May 2013
PerTrac May 2011 - April 2013
Barclays Capital September 2008 - May 2011
Lehman Brothers August 2007 - September 2008
Calyon September 2006 - December 2006
Whitehead Institute June 2006 - August 2006
WM Group Engineers June 2005 - June 2006
Skills
VBA, Fixed Income, SQL, Analytics, Derivatives, Hedge Funds, Business Analysis, Financial Modeling, Project Management, Process Improvement, Matlab, Trading, Equities, Capital Markets, Bloomberg, Trading Systems, Alternative Investments, Databases, Microsoft Office, Financial Services, Portfolio Management, Google Analytics
Education
The Cooper Union for the Advancement of Science and Art 2003 — 2007
BE, Electrical Engineering
1stdibs.com June 2015 - Present
Backstop Solutions Group May 2013 - June 2015
eVestment December 2012 - May 2013
PerTrac May 2011 - April 2013
Barclays Capital September 2008 - May 2011
Lehman Brothers August 2007 - September 2008
Calyon September 2006 - December 2006
Whitehead Institute June 2006 - August 2006
WM Group Engineers June 2005 - June 2006
Skills
VBA, Fixed Income, SQL, Analytics, Derivatives, Hedge Funds, Business Analysis, Financial Modeling, Project Management, Process Improvement, Matlab, Trading, Equities, Capital Markets, Bloomberg, Trading Systems, Alternative Investments, Databases, Microsoft Office, Financial Services, Portfolio Management, Google Analytics
Education
The Cooper Union for the Advancement of Science and Art 2003 — 2007
BE, Electrical Engineering
Ramesh Mullangi's Lehman Brothers Experience 2001 - 2003
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2011 - Present
JPMorgan Chase 2006 - 2010
JPMorganChase September 2003 - September 2006
Lehman Brothers 2001 - 2003
webMethods 2000 - 2001
JPMorganChase January 1995 - 2000
Education
Thapar Institute of Engineering and Technology
B.E.
University of Maryland College Park
M.S.
JPMorgan Chase January 2011 - Present
JPMorgan Chase 2006 - 2010
JPMorganChase September 2003 - September 2006
Lehman Brothers 2001 - 2003
webMethods 2000 - 2001
JPMorganChase January 1995 - 2000
Education
Thapar Institute of Engineering and Technology
B.E.
University of Maryland College Park
M.S.
Amie Jackson's Lehman Brothers Experience November 2006 - August 2008
Job Director of Accounting EDF Trading
Industry Oil & Energy
Experience
EDF TRADING NA LLC 2007 - Present
Lehman Brothers November 2006 - August 2008
Suez Energy February 2002 - October 2006
Skills
Energy Industry, Risk Management, Energy, Commodity, Energy Markets, Commodity Markets, Options
Education
Texas A&M University 1990 — 1995
BBS, Accounting
EDF TRADING NA LLC 2007 - Present
Lehman Brothers November 2006 - August 2008
Suez Energy February 2002 - October 2006
Skills
Energy Industry, Risk Management, Energy, Commodity, Energy Markets, Commodity Markets, Options
Education
Texas A&M University 1990 — 1995
BBS, Accounting
Saurabh Lele's Lehman Brothers Experience July 2006 - July 2007
Job Commodities Analyst at Loomis Sayles
Industry Investment Management
Jessica Pemstein's Lehman Brothers Experience July 2006 - September 2008
Job Director of College Counseling at CollegeBound Initiative
Industry Primary/Secondary Education
Experience
CollegeBound Initiative July 2013 - Present
Abyssinian Development Corporation September 2012 - June 2013
The Beacon School September 2011 - June 2012
Barclays Wealth October 2008 - June 2010
Lehman Brothers July 2006 - September 2008
Skills
College Counseling, Student Counseling, Career Counseling, Curriculum Development, Teaching, Student Financial Aid, Higher Education, Adolescents, Event Planning, Training, Recruiting, Program Development
Education
Teachers College of Columbia University 2010 — 2012
Ed.M., MA, Psychological Counseling
Vanderbilt University 2002 — 2006
B.S., Human and Organizational Development
CollegeBound Initiative July 2013 - Present
Abyssinian Development Corporation September 2012 - June 2013
The Beacon School September 2011 - June 2012
Barclays Wealth October 2008 - June 2010
Lehman Brothers July 2006 - September 2008
Skills
College Counseling, Student Counseling, Career Counseling, Curriculum Development, Teaching, Student Financial Aid, Higher Education, Adolescents, Event Planning, Training, Recruiting, Program Development
Education
Teachers College of Columbia University 2010 — 2012
Ed.M., MA, Psychological Counseling
Vanderbilt University 2002 — 2006
B.S., Human and Organizational Development
Michael Scotto's Lehman Brothers Experience September 2007 - September 2008
Job Senior Financial Associate
Industry Banking
Experience
JPMorgan Chase September 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers September 2007 - September 2008
UBS Wealth Management May 2006 - August 2006
Education
The College of New Jersey 2003 — 2007
Business Administration - Finance, Finance
JPMorgan Chase September 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers September 2007 - September 2008
UBS Wealth Management May 2006 - August 2006
Education
The College of New Jersey 2003 — 2007
Business Administration - Finance, Finance
Arlene Kearns Bannister's Lehman Brothers Experience May 2000 - February 2006
Job Director Product Strategy at Moody's
Industry Financial Services
Experience
Moody's September 2010 - Present
Kearns Consulting LLC January 2009 - September 2010
400 Capital Management July 2009 - December 2009
Banc of America Securities May 2006 - June 2008
Lehman Brothers May 2000 - February 2006
Standard & Poor's March 1997 - May 2000
Federal Reserve Bank of New York September 1995 - March 1997
Skills
Fixed Income, Structured Finance, Securitization, Capital Markets
Education
University of Wisconsin-Madison 1992 — 1995
BA, Economics, International Relations
The American University of Paris 1992 — 1992
Moody's September 2010 - Present
Kearns Consulting LLC January 2009 - September 2010
400 Capital Management July 2009 - December 2009
Banc of America Securities May 2006 - June 2008
Lehman Brothers May 2000 - February 2006
Standard & Poor's March 1997 - May 2000
Federal Reserve Bank of New York September 1995 - March 1997
Skills
Fixed Income, Structured Finance, Securitization, Capital Markets
Education
University of Wisconsin-Madison 1992 — 1995
BA, Economics, International Relations
The American University of Paris 1992 — 1992
Mario F. Cristofori's Lehman Brothers Experience November 2005 - October 2008
Job Fixed Income Trader/Institutional Account Manager
Industry Investment Management
Experience
Manning & Napier Advisors February 2012 - Present
compane brick oven bistro August 2010 - Present
Gates Capital July 2010 - April 2011
Beacon Trust Company October 2008 - September 2009
Lehman Brothers November 2005 - October 2008
Xerox Corporation September 2003 - November 2005
Grappa February 2002 - September 2003
Rochester Rhinos April 2001 - August 2002
Skills
Investments, Equities, Series 7, Fixed Income, New Business Development, Trading, Leadership, Mutual Funds, Asset Allocation, Series 63, Strategy, Bonds, Securities, Structured Products, Corporate Finance, Emerging Markets, Finance
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Manning & Napier Advisors February 2012 - Present
compane brick oven bistro August 2010 - Present
Gates Capital July 2010 - April 2011
Beacon Trust Company October 2008 - September 2009
Lehman Brothers November 2005 - October 2008
Xerox Corporation September 2003 - November 2005
Grappa February 2002 - September 2003
Rochester Rhinos April 2001 - August 2002
Skills
Investments, Equities, Series 7, Fixed Income, New Business Development, Trading, Leadership, Mutual Funds, Asset Allocation, Series 63, Strategy, Bonds, Securities, Structured Products, Corporate Finance, Emerging Markets, Finance
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Gregg Schreiber's Lehman Brothers Experience 1987 - 1993
Job Institutional Sales at Bear Stearns
Industry Financial Services
Experience
Bear Stearns 1993 - 2007
Lehman Brothers 1987 - 1993
Education
The George Washington University 1983 — 1987
BBA, Finance
Bear Stearns 1993 - 2007
Lehman Brothers 1987 - 1993
Education
The George Washington University 1983 — 1987
BBA, Finance
Gregg Schreiber's Lehman Brothers Experience 1987 - 1993
Job Head of Relative Value Algorithmic Sales
Industry Financial Services
Experience
Quantitative Brokers April 2014 - Present
BTIG, LLC May 2013 - March 2014
Newedge USA March 2009 - March 2013
Gramercy Park Capital July 2007 - February 2009
Bear Stearns June 1992 - July 2007
Lehman Brothers 1987 - 1993
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Bloomberg, Trading, Series 7, Financial Markets, Securities, Investment Banking, Portfolio Management
Education
The George Washington University 1983 — 1987
Finance
Quantitative Brokers April 2014 - Present
BTIG, LLC May 2013 - March 2014
Newedge USA March 2009 - March 2013
Gramercy Park Capital July 2007 - February 2009
Bear Stearns June 1992 - July 2007
Lehman Brothers 1987 - 1993
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Bloomberg, Trading, Series 7, Financial Markets, Securities, Investment Banking, Portfolio Management
Education
The George Washington University 1983 — 1987
Finance
Harald Ullrich's Lehman Brothers Experience June 2006 - October 2007
Job Vice President, Commercial Analytics
Industry Financial Services
Experience
Constellation May 2013 - Present
Constellation March 2012 - May 2013
Constellation March 2011 - March 2012
Constellation January 2009 - February 2011
Constellation Energy November 2007 - January 2009
Lehman Brothers June 2006 - October 2007
Constellation May 2002 - May 2006
Mirant January 1999 - April 2002
Procter & Gamble July 1997 - October 1998
Skills
Commodity, Hedging, Commodity Markets, Derivatives, Energy Markets, Energy Modelling, Structured Products, Risk Management, Liquidity Risk, Financial Risk, Market Risk, Options, Portfolio Management, Natural Gas, Trading, Valuation, Electricity Markets, Energy, Financial Structuring, Credit Risk, Quantitative Finance, Corporate Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1994 — 1997
Technische Universität Darmstadt
Diplom, Economics & Computer Science
Constellation May 2013 - Present
Constellation March 2012 - May 2013
Constellation March 2011 - March 2012
Constellation January 2009 - February 2011
Constellation Energy November 2007 - January 2009
Lehman Brothers June 2006 - October 2007
Constellation May 2002 - May 2006
Mirant January 1999 - April 2002
Procter & Gamble July 1997 - October 1998
Skills
Commodity, Hedging, Commodity Markets, Derivatives, Energy Markets, Energy Modelling, Structured Products, Risk Management, Liquidity Risk, Financial Risk, Market Risk, Options, Portfolio Management, Natural Gas, Trading, Valuation, Electricity Markets, Energy, Financial Structuring, Credit Risk, Quantitative Finance, Corporate Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1994 — 1997
Technische Universität Darmstadt
Diplom, Economics & Computer Science
Rhoda Peritz's Lehman Brothers Experience 1991 - September 2008
Job Managing Director, COO of Americas Fixed Income at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
Barclays September 2013 - June 2014
Barclays November 2012 - September 2013
Barclays March 2009 - November 2012
Neuberger Berman October 2008 - February 2009
Lehman Brothers 1991 - September 2008
Andersen Consulting 1989 - 1991
Education
The George Washington University 1985 — 1989
BA, International Finance
New York University - Leonard N. Stern School of Business
MBA
BlackRock October 2014 - Present
Barclays September 2013 - June 2014
Barclays November 2012 - September 2013
Barclays March 2009 - November 2012
Neuberger Berman October 2008 - February 2009
Lehman Brothers 1991 - September 2008
Andersen Consulting 1989 - 1991
Education
The George Washington University 1985 — 1989
BA, International Finance
New York University - Leonard N. Stern School of Business
MBA
John Van Clief's Lehman Brothers Experience August 1989 - June 1992
Job Managing Partner at Radbourne Property Group
Industry Venture Capital & Private Equity
Experience
Radbourne Property Group January 2012 - Present
Athena Learning Centers 2013 - 2014
Spaha Capital Management, LLC August 2007 - February 2012
Woodward Skateparks, A Spaha Capital Management Company October 2008 - January 2011
Felix Investments December 2009 - December 2010
Matrix Investment Research April 2003 - October 2007
Bear Stearns January 2001 - March 2003
Legg Mason October 1998 - January 2001
Oppenheimer & Co. June 1992 - October 1998
Lehman Brothers August 1989 - June 1992
Skills
Investment Banking, Investments, Investment Strategies, Venture Capital, Mutual Funds, Management, Asset Allocation, Financial Advisory, Alternative Investments, Series 7, Capital Markets, Capital, Fixed Income, Securities, Banking, Bloomberg, Trading, Emerging Markets, Equity Research, Investor Relations, Funding, Structured Finance, LBO, Business Valuation, Fund Of Funds, Private Equity, Asset Management, Valuation, Economics, Options, Mergers, Hedge Funds, Financial Markets, Growth Capital, Corporate Development, Capital Raising, Financial Analysis, Investment Management, Corporate Finance, Equities, Financial Structuring, Mergers & Acquisitions, Wealth Management, Investment Advisory, Commodity, M&A experience, Due Diligence, IPO, Financial Modeling, Deal Sourcing
Education
New York University Graduate School or Arts and Sciences 1989 — 1991
Economics
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
BS and BA, Finance and Economics
Anna C Scott
Anna C Scott
PARK AVENUE METHODIST
Radbourne Property Group January 2012 - Present
Athena Learning Centers 2013 - 2014
Spaha Capital Management, LLC August 2007 - February 2012
Woodward Skateparks, A Spaha Capital Management Company October 2008 - January 2011
Felix Investments December 2009 - December 2010
Matrix Investment Research April 2003 - October 2007
Bear Stearns January 2001 - March 2003
Legg Mason October 1998 - January 2001
Oppenheimer & Co. June 1992 - October 1998
Lehman Brothers August 1989 - June 1992
Skills
Investment Banking, Investments, Investment Strategies, Venture Capital, Mutual Funds, Management, Asset Allocation, Financial Advisory, Alternative Investments, Series 7, Capital Markets, Capital, Fixed Income, Securities, Banking, Bloomberg, Trading, Emerging Markets, Equity Research, Investor Relations, Funding, Structured Finance, LBO, Business Valuation, Fund Of Funds, Private Equity, Asset Management, Valuation, Economics, Options, Mergers, Hedge Funds, Financial Markets, Growth Capital, Corporate Development, Capital Raising, Financial Analysis, Investment Management, Corporate Finance, Equities, Financial Structuring, Mergers & Acquisitions, Wealth Management, Investment Advisory, Commodity, M&A experience, Due Diligence, IPO, Financial Modeling, Deal Sourcing
Education
New York University Graduate School or Arts and Sciences 1989 — 1991
Economics
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
BS and BA, Finance and Economics
Anna C Scott
Anna C Scott
PARK AVENUE METHODIST
Frank Napolitano's Lehman Brothers Experience May 1997 - February 2008
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2014 - Present
RBC Capital Markets May 2010 - June 2014
Lakeside Energy LLC July 2009 - May 2010
Viking Capital Advisors LLC January 2009 - June 2009
ArcLight Capital Partners March 2008 - December 2008
Lehman Brothers May 1997 - February 2008
Chase Manhattan Corporation July 1994 - April 1997
Norstar (O&R) Energy LLC January 1994 - June 1994
Amerada Hess July 1992 - December 1993
Con Edison July 1988 - June 1992
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance and Marketing (dual majors)
The Cooper Union for the Advancement of Science and Art 1983 — 1988
ME; BE (dual degrees), Mechanical Engineering
Archbishop Molloy High School 1979 — 1983
High School Diploma with Honors, Advanced Academic Curriculum
Credit Suisse June 2014 - Present
RBC Capital Markets May 2010 - June 2014
Lakeside Energy LLC July 2009 - May 2010
Viking Capital Advisors LLC January 2009 - June 2009
ArcLight Capital Partners March 2008 - December 2008
Lehman Brothers May 1997 - February 2008
Chase Manhattan Corporation July 1994 - April 1997
Norstar (O&R) Energy LLC January 1994 - June 1994
Amerada Hess July 1992 - December 1993
Con Edison July 1988 - June 1992
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance and Marketing (dual majors)
The Cooper Union for the Advancement of Science and Art 1983 — 1988
ME; BE (dual degrees), Mechanical Engineering
Archbishop Molloy High School 1979 — 1983
High School Diploma with Honors, Advanced Academic Curriculum
Monica Gazzillo's Lehman Brothers Experience January 1995 - June 1995
Job Broker Dealer / Tax at EY
Industry Banking
Experience
EY March 2013 - February 2014
RBC Capital Markets April 2011 - March 2013
Bank of America August 2007 - April 2011
Cantor Fitzgerald September 2001 - February 2002
Cantor Fitzgerald June 1995 - September 2001
Lehman Brothers January 1995 - June 1995
Skills
Derivatives, Swaps, Capital Markets, Investment Banking, Fixed Income, Securities, Financial Services, Bonds, Hedge Funds, Trading, Credit, Equities, Banking, Bloomberg, Expenses, P&L
Education
Texas A&M University-Kingsville 1991 — 1995
BS, Int'l Business, Finance, Poli Sci, French
EY March 2013 - February 2014
RBC Capital Markets April 2011 - March 2013
Bank of America August 2007 - April 2011
Cantor Fitzgerald September 2001 - February 2002
Cantor Fitzgerald June 1995 - September 2001
Lehman Brothers January 1995 - June 1995
Skills
Derivatives, Swaps, Capital Markets, Investment Banking, Fixed Income, Securities, Financial Services, Bonds, Hedge Funds, Trading, Credit, Equities, Banking, Bloomberg, Expenses, P&L
Education
Texas A&M University-Kingsville 1991 — 1995
BS, Int'l Business, Finance, Poli Sci, French
Jeff Starcher's Lehman Brothers Experience 2006 - 2009
Job Chairman / CEO MP2 Energy
Industry Utilities
Experience
MP2 Energy LLC December 2008 - Present
Lehman Brothers 2006 - 2009
Mpower November 2002 - September 2006
Dynegy January 1997 - October 2002
Destec December 1994 - December 1996
Destec January 1992 - November 1994
Destec March 1989 - December 1991
Deloitte January 1986 - February 1989
Skills
Natural Gas, Commodity Markets, Energy, Project Finance, Risk Management, Contract Negotiation, Executive Management, Energy Markets, Asset Management, Contract Management, Hedging, Commodity, Smart Grid, Energy Industry, Power Generation, Trading, Strategy, Petroleum, Renewable Energy, Wind, Strategic Planning, Energy Management, Electricity Markets, Financial Modeling, Demand Response, Energy Policy, Patience, Cleantech, Alternative Energy, Energy Efficiency, Power Trading, Electric Power, Financial Structuring, Solar Energy, Divestitures, Natural Gas Trading
Education
Texas A&M University 1981 — 1985
BBA, Finance
Texas A&M University 1981 — 1985
BBA, Accounting
MP2 Energy LLC December 2008 - Present
Lehman Brothers 2006 - 2009
Mpower November 2002 - September 2006
Dynegy January 1997 - October 2002
Destec December 1994 - December 1996
Destec January 1992 - November 1994
Destec March 1989 - December 1991
Deloitte January 1986 - February 1989
Skills
Natural Gas, Commodity Markets, Energy, Project Finance, Risk Management, Contract Negotiation, Executive Management, Energy Markets, Asset Management, Contract Management, Hedging, Commodity, Smart Grid, Energy Industry, Power Generation, Trading, Strategy, Petroleum, Renewable Energy, Wind, Strategic Planning, Energy Management, Electricity Markets, Financial Modeling, Demand Response, Energy Policy, Patience, Cleantech, Alternative Energy, Energy Efficiency, Power Trading, Electric Power, Financial Structuring, Solar Energy, Divestitures, Natural Gas Trading
Education
Texas A&M University 1981 — 1985
BBA, Finance
Texas A&M University 1981 — 1985
BBA, Accounting
Ken Grotell's Lehman Brothers Experience 1990 - 1995
Job President at Western Suffolk Counselors Association
Industry Education Management
Experience
Western Suffolk Counselors Association July 2013 - Present
EOC of Suffolk, Inc., Youth & Adolescent Services October 2005 - November 2014
Lehman Brothers 1990 - 1995
Lehman Brothers Inc. 1990 - 1995
Skills
Adolescents, Higher Education, Psychotherapy, Student Counseling, Program Development, Community Outreach, Teaching, Public Speaking, Admissions, Staff Development, Career Counseling, Small Group Counseling, Grants, Youth Development, Mental Health Counseling, Mental Health, Student Financial Aid, College Applications, Fundraising, Research, Leadership, Microsoft Office, Youth Engagement, Student Affairs, Program Management, Nonprofits
Education
The George Washington University
Western Suffolk Counselors Association July 2013 - Present
EOC of Suffolk, Inc., Youth & Adolescent Services October 2005 - November 2014
Lehman Brothers 1990 - 1995
Lehman Brothers Inc. 1990 - 1995
Skills
Adolescents, Higher Education, Psychotherapy, Student Counseling, Program Development, Community Outreach, Teaching, Public Speaking, Admissions, Staff Development, Career Counseling, Small Group Counseling, Grants, Youth Development, Mental Health Counseling, Mental Health, Student Financial Aid, College Applications, Fundraising, Research, Leadership, Microsoft Office, Youth Engagement, Student Affairs, Program Management, Nonprofits
Education
The George Washington University
Joan Simpson's Lehman Brothers Experience May 2000 - October 2008
Job AP Associate at Alvarez & Marsal
Industry Accounting
Experience
Alvarez & Marsal May 2012 - Present
Newsweek Inc. December 2009 - December 2010
Newsweek Inc December 2009 - December 2010
Lehman Brothers May 2000 - October 2008
Lehman Brothers 2000 - October 2008
Deutsche Bank AG (Formerly Bankers Trust Company) January 1989 - January 1999
Deutsche Bank AG (Formerly Bankers Trust 1989 - 1999
Skills
Accounts Payable, Account Reconciliation, Invoicing, PeopleSoft, Accounting, Auditing, Finance, Human Resources, Management, Telephone Skills, Microsoft Excel, Outlook, PowerPoint, General Ledger, Administrative..., Journal Entries, Microsoft Office, Software Documentation, Financial Reporting, Time Management
Education
The College of New Rochelle 1999 — 2003
Bachelor's, Pyschology
The College of New Rochelle
Bachelor of Arts Degree, Psychology
The College of New Rochelle
Bachelor of Arts Degree, Psychology; 2003
Alvarez & Marsal May 2012 - Present
Newsweek Inc. December 2009 - December 2010
Newsweek Inc December 2009 - December 2010
Lehman Brothers May 2000 - October 2008
Lehman Brothers 2000 - October 2008
Deutsche Bank AG (Formerly Bankers Trust Company) January 1989 - January 1999
Deutsche Bank AG (Formerly Bankers Trust 1989 - 1999
Skills
Accounts Payable, Account Reconciliation, Invoicing, PeopleSoft, Accounting, Auditing, Finance, Human Resources, Management, Telephone Skills, Microsoft Excel, Outlook, PowerPoint, General Ledger, Administrative..., Journal Entries, Microsoft Office, Software Documentation, Financial Reporting, Time Management
Education
The College of New Rochelle 1999 — 2003
Bachelor's, Pyschology
The College of New Rochelle
Bachelor of Arts Degree, Psychology
The College of New Rochelle
Bachelor of Arts Degree, Psychology; 2003
Nikki Lehmann's Lehman Brothers Experience October 2006 - April 2007
Job Executive Assistant at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors - Dallas, TX Metroplex January 2009 - Present
Legacy Financial Advisors January 2008 - Present
Lehman Brothers October 2006 - April 2007
Education
Texas State University 1993 — 1996
BS, Health Care Administration
Legacy Financial Advisors - Dallas, TX Metroplex January 2009 - Present
Legacy Financial Advisors January 2008 - Present
Lehman Brothers October 2006 - April 2007
Education
Texas State University 1993 — 1996
BS, Health Care Administration
Stephen Slifer's Lehman Brothers Experience June 1982 - December 2003
Job Owner, NumberNomics
Industry Financial Services
Experience
NumberNomics December 2009 - Present
Lehman Brothers June 1982 - December 2003
The Chase Manhattan Bank June 1980 - June 1982
Federal Reserve Board June 1971 - June 1980
Skills
Fixed Income, Capital Markets, Alternative Investments, Hedge Funds, Economics, Investment Banking, Derivatives, Equities, Emerging Markets, Financial Markets, Bloomberg, Bonds, Trading, FX Options, Interest Rate..., Credit, Options, Asset Management, Securities, Macroeconomics, Structured Products, Structured Finance, Analysis, Valuation, Asset Allocation, Equity Research
Education
The George Washington University 1972 — 1975
M.S., Economics
University of Maryland College Park 1968 — 1971
B.S., Honors in Economics
NumberNomics December 2009 - Present
Lehman Brothers June 1982 - December 2003
The Chase Manhattan Bank June 1980 - June 1982
Federal Reserve Board June 1971 - June 1980
Skills
Fixed Income, Capital Markets, Alternative Investments, Hedge Funds, Economics, Investment Banking, Derivatives, Equities, Emerging Markets, Financial Markets, Bloomberg, Bonds, Trading, FX Options, Interest Rate..., Credit, Options, Asset Management, Securities, Macroeconomics, Structured Products, Structured Finance, Analysis, Valuation, Asset Allocation, Equity Research
Education
The George Washington University 1972 — 1975
M.S., Economics
University of Maryland College Park 1968 — 1971
B.S., Honors in Economics
Don Giello's Lehman Brothers Experience 1990 - 1992
Job President at DBG Capital Advisors, LLC
Industry Investment Management
Experience
DBG Capital Advisors, LLC 2008 - Present
CIBC Oppenheimer 1992 - 1998
Lehman Brothers 1990 - 1992
Morgan Stanley Smith Barney 1987 - 1990
Skills
Asset Managment, Stocks, Portfolio Management, Wealth Management, Investments, Quantitative Research, Quantitative Investing, Retirement Planning, Strategic Financial..., Investment Management, Retirement, Financial Modeling, Technical Analysis, Asset Allocation, High Growth Stocks, Financial Analysis, Financial Advisory
Education
Texas State University-San Marcos 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
DBG Capital Advisors, LLC 2008 - Present
CIBC Oppenheimer 1992 - 1998
Lehman Brothers 1990 - 1992
Morgan Stanley Smith Barney 1987 - 1990
Skills
Asset Managment, Stocks, Portfolio Management, Wealth Management, Investments, Quantitative Research, Quantitative Investing, Retirement Planning, Strategic Financial..., Investment Management, Retirement, Financial Modeling, Technical Analysis, Asset Allocation, High Growth Stocks, Financial Analysis, Financial Advisory
Education
Texas State University-San Marcos 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Richard Zanghetti's Lehman Brothers Experience December 1990 - July 1997
Job at LionsBridge Capital
Industry Investment Management
Experience
LionsBridge Capital January 2009 - Present
LionsBridge Wealth Managment January 2009 - Present
Morgan Stanley January 1999 - January 2009
Lehman Brothers December 1990 - July 1997
Salomon Brothers June 1989 - November 1990
Morgan Stanley June 1986 - June 1989
Skills
Investment Banking, Asset Managment, Mergers & Acquisitions, Asset Management, Investment Advisory, Equities, Management Consulting, Private Equity, Wealth Management, Management, Venture Capital, Alternative Investments, Investments, Securities, Due Diligence, Valuation, Asset Allocation, Corporate Development, Strategic Planning, Financial Advisory, Team Building
Education
The George Washington University
BA
LionsBridge Capital January 2009 - Present
LionsBridge Wealth Managment January 2009 - Present
Morgan Stanley January 1999 - January 2009
Lehman Brothers December 1990 - July 1997
Salomon Brothers June 1989 - November 1990
Morgan Stanley June 1986 - June 1989
Skills
Investment Banking, Asset Managment, Mergers & Acquisitions, Asset Management, Investment Advisory, Equities, Management Consulting, Private Equity, Wealth Management, Management, Venture Capital, Alternative Investments, Investments, Securities, Due Diligence, Valuation, Asset Allocation, Corporate Development, Strategic Planning, Financial Advisory, Team Building
Education
The George Washington University
BA
Bryan Fryer, CPA's Lehman Brothers Experience October 2007 - September 2008
Job Accounting Manager at Maier Markey & Justic LLP
Industry Financial Services
Experience
Maier Markey & Justic LLP June 2015 - Present
Acorn Foundation for The Arts and Sciences May 2014 - June 2015
Golden Arc, Inc. October 2008 - April 2014
Lehman Brothers October 2007 - September 2008
Marcum LLP July 2006 - September 2007
O'Connor Davies Munns & Dobbins, LLP August 2003 - July 2006
Skills
Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Financial Analysis, Tax, US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Financial Statements, Cash Management, CPA, IFRS, Equities, Corporate Finance, Consolidation, Financial Modeling, Risk Management, Private Equity, Internal Audit, Hedge Funds, Analysis, Due Diligence, Forecasting, Financial Audits, Sarbanes-Oxley, Preparation, External Audit, Tax Preparation, Investments, Finance, Accounts Receivable, QuickBooks, Budgets, Derivatives, Cash Flow, Account Reconciliation, Corporate Tax, Microsoft Excel, Income Tax
Education
The Catholic University of America 1999 — 2003
BSBA, Accounting
Maier Markey & Justic LLP June 2015 - Present
Acorn Foundation for The Arts and Sciences May 2014 - June 2015
Golden Arc, Inc. October 2008 - April 2014
Lehman Brothers October 2007 - September 2008
Marcum LLP July 2006 - September 2007
O'Connor Davies Munns & Dobbins, LLP August 2003 - July 2006
Skills
Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Financial Analysis, Tax, US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Financial Statements, Cash Management, CPA, IFRS, Equities, Corporate Finance, Consolidation, Financial Modeling, Risk Management, Private Equity, Internal Audit, Hedge Funds, Analysis, Due Diligence, Forecasting, Financial Audits, Sarbanes-Oxley, Preparation, External Audit, Tax Preparation, Investments, Finance, Accounts Receivable, QuickBooks, Budgets, Derivatives, Cash Flow, Account Reconciliation, Corporate Tax, Microsoft Excel, Income Tax
Education
The Catholic University of America 1999 — 2003
BSBA, Accounting
Eli Solis's Lehman Brothers Experience 1994 - 2004
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Lehman Brothers 1994 - 2004
Education
Texas A&M University-Kingsville 1963 — 1975
Theatre
Lehman Brothers 1994 - 2004
Education
Texas A&M University-Kingsville 1963 — 1975
Theatre
Anna Glantz's Lehman Brothers Experience November 2007 - October 2008
Job Executive Assistant
Industry Financial Services
Experience
Evercore Partners March 2010 - Present
Warburg Pincus October 2008 - February 2010
Lehman Brothers November 2007 - October 2008
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Skills
Corporate Finance, Investment Banking
Education
Texas Tech University 1998 — 2002
Bachelor of Arts, English/Dance
Evercore Partners March 2010 - Present
Warburg Pincus October 2008 - February 2010
Lehman Brothers November 2007 - October 2008
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Skills
Corporate Finance, Investment Banking
Education
Texas Tech University 1998 — 2002
Bachelor of Arts, English/Dance
Granger Tripp's Lehman Brothers Experience January 1986 - January 2004
Job Volunteer at Volunteer Income Tax Assistance
Industry Financial Services
Experience
Barclays Capital January 2004 - January 2011
Lehman Brothers January 1986 - January 2004
Bank of America January 1983 - January 1986
AMERICAN CENTURY January 1980 - January 1983
Skills
Fixed Income Sales, Middle Market Sales, Relationship Cultivation, ABS, Indices, Structured, Fixed Income, Credit, Investments, Credit Derivatives, Municipal, Money Market, Portfolio Management, Fixed Income Products, Structured Products, Bonds, Derivatives, Alternative Investments
Education
The George Washington University
B.A
Barclays Capital January 2004 - January 2011
Lehman Brothers January 1986 - January 2004
Bank of America January 1983 - January 1986
AMERICAN CENTURY January 1980 - January 1983
Skills
Fixed Income Sales, Middle Market Sales, Relationship Cultivation, ABS, Indices, Structured, Fixed Income, Credit, Investments, Credit Derivatives, Municipal, Money Market, Portfolio Management, Fixed Income Products, Structured Products, Bonds, Derivatives, Alternative Investments
Education
The George Washington University
B.A
Jean Chung's Lehman Brothers Experience 2003 - 2006
Job Chief Investment Officer at Prince Fund Management Limited
Industry Financial Services
Experience
Prince Fund Management Limited 2015 - Present
Prudent Asia Capital Management 2009 - 2014
Morgan Stanley 2007 - 2008
Lehman Brothers 2003 - 2006
Citi 1999 - 2002
Fish & Neave 1995 - 1998
Skills
Equities, Portfolio Management, Hedge Funds, Bloomberg, Emerging Markets, Alternative Investments, Investments, Trading
Education
Columbia University - Busines School
Finance
Boston College - Law School
Doctor of Law (JD), Law
The Cooper Union for the Advancement of Science and Art
Bachelor of Science (BS), Engineering
Prince Fund Management Limited 2015 - Present
Prudent Asia Capital Management 2009 - 2014
Morgan Stanley 2007 - 2008
Lehman Brothers 2003 - 2006
Citi 1999 - 2002
Fish & Neave 1995 - 1998
Skills
Equities, Portfolio Management, Hedge Funds, Bloomberg, Emerging Markets, Alternative Investments, Investments, Trading
Education
Columbia University - Busines School
Finance
Boston College - Law School
Doctor of Law (JD), Law
The Cooper Union for the Advancement of Science and Art
Bachelor of Science (BS), Engineering
Nereida Rama's Lehman Brothers Experience 2005 - 2008
Job Substitute Teacher at NYC Department of Education
Industry Primary/Secondary Education
Experience
NYC Department of Education December 2013 - Present
Lehman Brothers 2005 - 2008
CUNY- Hostos Community College January 1997 - June 2002
Skills
International Education..., Testing, Assessment and..., Language Literacy and..., Foreign Language..., Intercultural..., Bilingual Education, Academic Advising, Training & Development, Student Affairs, Student Counseling, Testing, Assessment &..., Curriculum Design
Education
Teachers College of Columbia University 2000 — 2002
Master of Education (M.Ed.), International and Comparative Education
University of South Carolina-Columbia 1994 — 1996
Master of Arts (M.A.), French Studies
Università degli Studi di Siena 1992 — 1992
Certificate of Italian as a Foreign Language, Italian
NYC Department of Education December 2013 - Present
Lehman Brothers 2005 - 2008
CUNY- Hostos Community College January 1997 - June 2002
Skills
International Education..., Testing, Assessment and..., Language Literacy and..., Foreign Language..., Intercultural..., Bilingual Education, Academic Advising, Training & Development, Student Affairs, Student Counseling, Testing, Assessment &..., Curriculum Design
Education
Teachers College of Columbia University 2000 — 2002
Master of Education (M.Ed.), International and Comparative Education
University of South Carolina-Columbia 1994 — 1996
Master of Arts (M.A.), French Studies
Università degli Studi di Siena 1992 — 1992
Certificate of Italian as a Foreign Language, Italian
Beth Covin's Lehman Brothers Experience June 1983 - June 1998
Job Mom in Chief
Industry Civic & Social Organization
Experience
Covin & Co 1999 - Present
Lehman Brothers June 1983 - June 1998
Skills
Nonprofits, Public Speaking, Social Media, Fundraising, Strategic Planning, Event Planning, Community Outreach, Public Relations, Event Management, Project Management, Volunteer Management
Education
The College of William and Mary - The Mason School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Covin & Co 1999 - Present
Lehman Brothers June 1983 - June 1998
Skills
Nonprofits, Public Speaking, Social Media, Fundraising, Strategic Planning, Event Planning, Community Outreach, Public Relations, Event Management, Project Management, Volunteer Management
Education
The College of William and Mary - The Mason School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS