Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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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
Schweiger Dermatology Vice President of FinanceSchweiger DermatologyVice President of FinanceSchweiger DermatologyVice President of FinanceSchweiger DermatologyVice President of FinanceSchweiger DermatologySenior Vice President of Product DevelopmentClear ClinicJune 2013 - December 2014
TONIX Pharmaceuticals Holding Corp. January 2011 - October 2012
Aton Pharma, Inc. April 2008 - May 2009
Reliant Pharmaceuticals June 2004 - March 2008
Banc of America Securities June 2002 - June 2004
Lehman Brothers April 2000 - June 2002
Warburg Dillon Read June 1999 - April 2000
Skills
Business Development, Pharmaceutical Industry, Clinical Trials, Biotechnology, Oncology, Regulatory Affairs, Lifesciences, Clinical Development, Technology Transfer, Clinical Research, Drug Development, Medical Devices, Strategic Planning, FDA, Commercialization
Education
The Johns Hopkins University 1995 — 1999
Bachelor of Arts (B.A.), Economics
Rye Country Day School 1992 — 1995
McKinsey & Company September 2013 - Present
Louisiana Department of Economic Development June 2013 - August 2013
Harvard Business School August 2011 - May 2013
Borealis Infrastructure June 2012 - August 2012
London School of Economics September 2010 - August 2011
McKinsey & Company August 2008 - July 2010
Lehman Brothers May 2007 - July 2007
Lehman Brothers May 2006 - July 2006
Skills
Strategy, Financial Modeling, Management, Finance, Investment Banking, Product Development, Sales, Economic Development, Government, Statistics, Equity Research, Valuation, Politics, Data Analysis, Economics, Corporate Finance, Financial Analysis, Management Consulting, Emerging Markets, Private Equity
Education
London School of Economics and Political Science 2010 — 2011
MSc, International Political Economy
Morehouse College 2004 — 2008
BA, Economics
Hanergy America February 2014 - Present
Hanergy Holding America, Inc February 2013 - January 2014
SunPower Corporation November 2008 - February 2013
Barclays Capital June 2007 - August 2007
Lehman Brothers July 2002 - July 2006
Skills
Financial Analysis, Financial Modeling, Project Finance, Renewable Energy, Energy, Cleantech, Valuation, Financial Structuring, Corporate Development, Corporate Finance, Investment Banking, Solar Energy, Due Diligence, Capital Markets, Strategic Planning, Market Analysis, Technology, Microsoft Excel, Client Presentation, Private Equity, Structured Finance, Emerging Markets, Business Development
Education
University of Southern California - Marshall School of Business 2006 — 2008
Master of Business Administration, Finance
The Johns Hopkins University 1998 — 2002
BA, Economics
Kingfish Group October 2011 - Present
Barclays Capital September 2008 - October 2011
Lehman Brothers May 2007 - September 2008
Skills
Fixed Income, Financial Modeling, Investment Banking, Series 7, Credit Analysis, Due Diligence, Economics, Private Equity, Capital Markets, Alternative Investments, Financial Structuring
Education
The Johns Hopkins University
B.A., Economics
Frontier Airlines January 2015 - Present
Shot Stats October 2013 - Present
Advanced Sports Logic, Inc. August 2013 - Present
The Golf Channel/GolfNow.com September 2013 - January 2015
The Golf Channel/GolfNow.com October 2012 - September 2013
First New York Securities May 2010 - October 2012
Pali Capital September 2009 - March 2010
TDC Companies February 2009 - June 2009
Lehman Brothers July 2008 - August 2008
Health Care REIT June 2007 - September 2007
Skills
Financial Analysis, Technical Writing, Equities, Bloomberg, Derivatives, Trading, Fixed Income, Financial Modeling, Series 7, Investment Banking, Capital Markets, Portfolio Management, Valuation, Series 63, Investments, Options, Equity Trading, Mergers, Alternative Investments, Due Diligence, Asset Managment, FX Options, Back Office, Middle Office, Equity Research, Equity Valuation, Private Equity, Financial Markets, Asset Allocation, Finance, Structured Products, Commodity, Hedging, Electronic Trading, Equity Derivatives, Proprietary Trading, FINRA, Trading Strategies, Trading Systems, Bloomberg Terminal, Prime Brokerage, Securities, Emerging Markets, Bonds
Education
The Ohio State University 2005 — 2008
Bachelor of Science (B.S.), Finance and Accounting
Global Lending Services LLC March 2012 - Present
SunTrust Robinson Humphrey 2008 - 2012
Wachovia Securities 1999 - 2008
Banc of America Securities 1996 - 1999
Lehman Brothers 1994 - 1996
Deloitte & Touche Management Consulting 1991 - 1994
Morgan Stanley 1985 - 1988
Skills
Investment Banking, Finance, Management, Securitization, Financial Services, Banking, Strategic Planning, Corporate Finance, Structured Finance
Education
Darden Graduate School of Business Administration
Masters of Business Administration (MBA)
London School of Economics and Political Science
Economics
University of North Carolina at Chapel Hill
BA, Economics
Tower Group Companies March 2013 - December 2014
Tower Group Companies June 2009 - March 2013
Tower Group Companies July 2007 - June 2009
Lehman Brothers August 2006 - July 2007
Skills
Mergers & Acquisitions, Corporate Development, Corporate Finance, Investor Relations, Due Diligence, Strategic Planning, Alternative Investments, Valuation, Competitive Analysis, Strategy
Education
The Institute of Chartered Accountants of India 2001 — 2005
Master's degree, Banking, Corporate, Finance, and Securities Law
The Maharaja Sayajirao University of Baroda 2001 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance
American Institute of Certified Public Accountants
Passed the Certified Public Accountancy Exams
Splash February 2015 - Present
Hailo July 2014 - January 2015
Hailo July 2013 - July 2014
Zynga September 2011 - June 2013
GCA Savvian Advisors July 2008 - August 2011
Lehman Brothers August 2006 - June 2008
Deloitte Consulting May 2000 - July 2004
Maxwell Stamp July 1999 - March 2000
Skills
Corporate Development, Financial Modeling, Valuation, Product Management, Mergers, Due Diligence, Start-ups, Private Equity, Strategy, Investment Banking, Corporate Finance, Mergers & Acquisitions, Business Strategy, Mobile Devices, Management Consulting, Business Planning, Entrepreneurship
Education
University of California, Berkeley, Haas School of Business 2004 — 2006
MBA, Business Administration
The London School of Economics and Political Science (LSE) 1996 — 1999
BSc., Economics
Deluxe Entertainment Services Group 2015 - Present
Rothenberg Ventures 2015 - Present
Wiredrive March 2012 - December 2014
Angelo, Gordon & Co. 2008 - 2009
Marlin Equity Partners 2005 - 2008
The Gores Group 2004 - 2005
The Najafi Companies 2002 - 2004
Deutsche Bank 2000 - 2002
Lehman Brothers 1998 - 2000
Education
UCLA Anderson School of Management 2003 — 2005
MBA
Wesleyan University 1994 — 1998
BA
The London School of Economics 1996 — 1997
Brophy College Prep 1990 — 1994
Barclays Capital September 2008 - Present
Lehman Brothers August 2002 - September 2008
Lehman Brothers August 1999 - August 2002
Skills
Prime Brokerage, Fixed Income, Capital Markets, Hedging, Risk Management, Market Risk, Quantitative Analytics, Repos, Rates, Derivatives, Trading, Interest Rate..., Options, Quantitative Investing, Swaps, Quantitative Finance, Valuation, Financial Risk
Education
City University of New York Graduate Center 1991 — 1997
PhD, Physics - Laser Physics
University of Bucharest
BS, MS, Physics - Optics and Spectroscopy
Jason Oliva January 2001 - Present
Orbit II Partners, LP November 1996 - February 2002
Avalon Partners, LP February 1995 - October 1996
Tiger Options, LP August 1992 - January 1995
Lehman Brothers January 1992 - June 1992
Skills
Portraits, Painting, Sculpture, Art, Trading, Fine Art, Drawing, Jewelry, Art Exhibitions, Contemporary Art, Commissioned Art
Education
The George Washington University - School of Business 1988 — 1991
BA, Finance
Watchung Hills Regional High School 1985 — 1988
High School Diploma
Siemens Healthcare January 2015 - Present
Northwestern University April 2012 - Present
Siemens Healthcare February 2012 - December 2014
The Ohio State University Medical Center May 2006 - December 2011
Siemens Healthcare June 2009 - September 2009
Lehman Brothers October 2005 - March 2006
Lehman Brothers October 2005 - March 2006
Infosys August 2003 - September 2005
Skills
Signal Processing, Labview, Matlab, Biomedical Engineering, Medical Imaging, Algorithms, Image Processing
Education
The Ohio State University 2006 — 2011
Doctor of Philosophy (PhD), Biomedical/Medical Engineering
VJTI 1999 — 2003
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
SIES
McKinsey & Company May 2014 - Present
Zofia Consulting, LLC October 2012 - April 2014
GCR Inc. January 2013 - November 2013
Booz Allen Hamilton January 2011 - October 2012
Booz Allen Hamilton September 2004 - December 2010
Booz Allen Hamilton November 1999 - August 2004
Lehman Brothers June 1999 - August 1999
Booz Allen Hamilton February 1998 - August 1998
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1997 — 1999
MA, International Economics and Relations
University of Virginia 1988 — 1992
BA, International Affairs
Moody's Analytics September 2014 - Present
Moody's Analytics February 2012 - September 2014
Capgemini August 2010 - February 2012
Campaign Office of Congresswoman Carolyn Maloney May 2010 - August 2010
Lehman Brothers January 2008 - August 2008
United States Army August 2003 - January 2008
Public Financial Management August 2001 - August 2003
Skills
Public Finance, Financial Modeling
Education
Columbia Graduate School of Business 2008 — 2010
MBA, Finance
The Johns Hopkins University 1997 — 2001
BA, Economics
Carlson Capital, L.P. July 2014 - Present
Millennium Partners 2006 - 2014
Highbridge Capital Management 2003 - 2006
Pequot Capital Management 1999 - 2003
Lehman Brothers 1997 - 1999
Lehman Brothers 1996 - 1997
Lehman Brothers 1993 - 1995
Skills
Television, Newspaper, Film, Radio, Video Games, Internet, Telecommunications, Alternative Investments, C Language, Equities, Performance Poetry, Russian Literature, Asset Management, Portfolio Management, Investment Banking, Trading, Equity Research, Newspapers
Education
The Johns Hopkins University 1989 — 1993
BA, Economics
Peace Corps June 2009 - August 2011
Lehman Brothers December 2006 - August 2007
Jeffer Mangels Butler & Mitchell LLP 2004 - May 2006
Blank Rome LLP September 2002 - July 2004
Monticello High School November 2001 - August 2002
Skills
Digital Marketing, Business Strategy, International..., Databases, Business Development, Networking, Strategic Partnerships, Training, Public Speaking, Teaching, Research, Entrepreneurship, Marketing Communications, Data Analysis, Strategy, Start-ups, Microsoft Office, Sustainability
Education
The Johns Hopkins University 2012 — 2013
Premed, Medicine
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, International Business
University of Virginia 1997 — 2001
B.S., Mathematics & French, Minor: Computer Science
Georgetown University's McDonough School of Business August 2013 - Present
Careerly August 2012 - Present
Gartner October 2009 - July 2012
World Resources Institute April 2007 - June 2009
The World Bank July 2005 - March 2007
The World Bank July 2004 - June 2005
Lehman Brothers June 2003 - August 2003
Citi January 2002 - August 2002
Merrill Lynch July 1998 - February 2001
Skills
Strategy, Public Speaking, Career Development..., Career Development, Career Strategist, Sustainability, Career Counseling, Talent Management, Resume Writing, Interview Preparation, Blogging, Persuasive Speaker, Teaching Workshops, LinkedIn Training, International..., Cleantech, Energy Efficiency, Energy, Sustainable Business..., Career Skills, Career Transitioning, Corporate Sustainability, Private Banking, Wealth Management, Investment Brokerage, Corporate Strategy..., Strategy Implementation, Start-up Business..., Small Business Marketing, Online Marketing, Screening Resumes, Career Assessment, Career Advise, Financial Markets, Banking, Wall Street, Presentation Design, Motivational Speaking, Strategic Hiring, Lifestyle Writing, Supply Chain Management, Interview Skills, Management, Business Strategy, Writing, Business Development
Education
Wharton School, University of Pennsylvania 2002 — 2004
MBA, Strategic Management
London School of Economics and Political Science 1995 — 1996
LLM, International Business Law
London School of Economics and Political Science 1992 — 1995
B.Sc. (Econ), Government and Law
The Dyson-Kissner-Moran Corporation July 2011 - January 2014
The Dyson-Kissner-Moran Corporation August 2006 - June 2011
Prudential Financial August 2005 - July 2006
The Dyson-Kissner-Moran Corporation July 2001 - July 2005
Lehman Brothers August 1999 - July 2001
Skills
Corporate Finance, Mergers & Acquisitions, Divestitures, Financial Analysis, Financial Modeling, Strategic Planning, Portfolio Management, Operations Management, Investment Advisory, Strategic Financial..., Strategy, Investment Banking, Corporate Development, Management, Venture Capital, Due Diligence, Private Equity
Education
The Johns Hopkins University 1995 — 1999
Bachelor of Arts (BA), Economics
Newark Academy 1992 — 1995
Montville Highschool 1991 — 1992
Google August 2015 - Present
Google July 2012 - July 2015
Tuck School of Business at Dartmouth College August 2010 - May 2012
Google May 2011 - August 2011
Gerson Lehrman Group December 2008 - July 2010
Gerson Lehrman Group August 2007 - December 2008
Lehman Brothers July 2006 - August 2007
Skills
Financial Modeling, Business Strategy, Entrepreneurship, Start-ups
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (MBA)
Tufts University 2002 — 2006
Bachelor of Arts (B.A.), Economics
The American Federation of Musicans and Employers' Pension Fund November 2014 - Present
Atrium Staffing September 2014 - November 2014
Atrium Staffing July 2014 - September 2014
Atrium Staffing February 2014 - June 2014
God's Love We Deliver August 2013 - November 2013
Barclays September 2008 - February 2013
Lehman Brothers June 2006 - September 2008
Cooperative Mortgage November 2005 - February 2006
The CDM Group, Inc. September 2004 - October 2005
Skills
Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Customer Service, Sales, Management, Administrative..., Analysis, Project Planning, Fundraising, Training, Administrative...
Education
University of Delaware 1998 — 2003
BA, Theatre Production
The Juilliard School 2001 — 2002
Electrics Internship, Theatre lighting and production
Sussex Central Senior High School 1994 — 1998
Dagne Dover January 2012 - Present
Club Monaco January 2011 - July 2011
Club Monaco February 2009 - December 2010
Club Monaco August 2008 - January 2009
Lehman Brothers July 2007 - July 2008
Skills
Trend Analysis, Merchandising, Retail, Sales, Retail Branding, Financial Modeling, Apparel, Strategic Planning, Business Strategy, Competitive Analysis, Forecasting, Market Research, Market Analysis, E-commerce, Product Development, Marketing Strategy, Strategy, Entrepreneurship, Start-ups, Product Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Marketing and Operations; Entrepreneurial Management
The Johns Hopkins University 2003 — 2007
BA, International Studies, Entrepreneurship and Management
World Bank Group February 2015 - Present
IFC - International Finance Corporation, World Bank Group November 2011 - Present
Nomura International October 2008 - October 2011
Lehman Brothers March 2008 - October 2008
The Career Works August 2005 - March 2008
Skills
Human Resources, Recruiting, Talent Management, Performance Management, Management, Employee Engagement, Change Management, Employee Relations, HR Consulting, Organizational..., Personnel Management, Strategy, Talent Acquisition
Education
The Hong Kong Polytechnic University 2010 — 2012
Masters of Science, Human Resources management
York University 2000 — 2004
Bachelor of Arts, Honours, Business and Society (Economics & Psychology)
Wind Point Partners July 2011 - Present
Wind Point Partners August 2006 - June 2009
Lehman Brothers July 2004 - July 2006
Duff & Phelps April 2003 - June 2004
Skills
Private Equity, Due Diligence, Investment Banking, Mergers, Valuation, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Divestitures, Entrepreneurship, Restructuring, LBO, Business Strategy, Strategic Planning, Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA)
London School of Economics and Political Science 2001 — 2002
General Course Program
University of Michigan 1999 — 2002
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. October 2003 - Present
Lehman Brothers September 2000 - July 2003
JPMorgan Chase June 2000 - August 2000
Skills
Leadership
Education
The Ohio State University 1995 — 2000
Bachelor of Science in Business Administration, Finance
IBM July 2008 - Present
X April 2000 - Present
Lehman Brothers March 2005 - March 2008
Accenture September 2004 - March 2005
Skills
Integration, Java, J2EE, XML, SDLC, SQL, PL/SQL, Maximo, Tivoli Process..., Java Enterprise Edition, Process Automation, Maximo Mobile, Software Project..., SOA, Requirements Analysis, Business Analysis, Oracle, Enterprise Architecture, Solution Architecture, Business Process, Websphere, DB2, Business Intelligence, Cloud Computing, Software Development, IT Strategy, Web Services, Agile Methodologies, ITIL, Data Warehousing, WebSphere
Education
Maharaja Sayajirao University
Master of Computer Applications (M.C.A.)
Maharaja Sayajirao University
P.G. Diploma
Maharaja Sayajirao University
Bachelor of Science (BS)
Rosary High School
UNIQLO December 2014 - Present
Fast Retailing June 2013 - November 2014
Bain & Company August 2006 - May 2013
Lehman Brothers 2005 - 2005
Deloitte & Touche 2000 - 2004
Sumitomo Corporation 1997 - 2000
Education
The Tuck School of Business at Dartmouth 2004 — 2006
MBA with distinction, Business
University of Tokyo 1993 — 1997
BA, Economics
PwC April 2012 - Present
Liquid Capital Group May 2008 - June 2011
Barclays Capital August 2007 - May 2008
Nomura Securities International (Nomura Holdings America) March 2002 - July 2007
Lehman Brothers June 1988 - February 2001
Chemical Bank, New York June 1986 - June 1988
Skills
New Business Development, Derivatives, Risk Management, Structured Products, Credit, Fixed Income, Credit Analysis, Credit Risk, Portfolio Management, Financial Risk, Equity Derivatives, ABS, Structured Finance
Education
The London School of Economics and Political Science (LSE) 1992 — 1994
MSc, International Accounting and Finance
University of South Carolina-Columbia 1982 — 1986
BSc, Business Administration - Finance
Millburn High School 1979 — 1982
Daymon Worldwide January 2014 - Present
Daymon Worldwide October 2012 - January 2014
Sunless Inc. August 2011 - October 2012
Sunless Inc. October 2010 - September 2011
MB Organizers July 2010 - May 2011
Tan Envy LLC March 2010 - October 2010
Zipline Logistics June 2010 - August 2010
Dogswell 2009 - 2009
Alpha Phi International Fraternity June 2008 - June 2008
Lehman Brothers 2008 - 2008
Skills
Event Planning, Market Research, Contract Negotiations, Event Management, Trade Shows, Business Travel, International Management, Report Generation, SEO, Website Administration, Budget Analysis, Training & Development, Organizing, Time Management, Timeliness, Contract Negotiation, Social Media Marketing, Marketing, Facebook, Leadership, Marketing Strategy, Social Media, Competitive Analysis, Brand Development, Online Marketing, Account Management, Strategic Planning, Fundraising, Product Development, Budgets, Business Development, Sales, Employee Training, Retail
Education
Cleveland State University 2012 — 2013
Master of Business Administration (MBA), International Business, 3.8
The Ohio State University 2006 — 2010
Bachelor of Arts (B.A.), Strategic Communications with a minor in Business Administration
Goldman Sachs July 2010 - August 2014
Lehman Brothers Holdings Inc. October 2009 - July 2010
Barclays Capital September 2008 - October 2009
Lehman Brothers February 2008 - September 2008
Merrill Lynch August 2007 - February 2008
Skills
Middle Office, Fixed Income, Commodity, Trading, Swaps, Finance, Credit Derivatives, Portfolio Management, Bloomberg, Valuation, Derivatives, Investment Banking, Hedge Funds
Education
The George Washington University - School of Business 2004 — 2008
BBA, International Business & Finance
Bikram Yoga River North May 2015 - Present
Jennifer Saito, Voice Artist October 2012 - Present
Private Yoga Instructor 2008 - Present
Bikram Yoga 2008 - Present
Rowe-Clark Math & Science Academy August 2011 - June 2013
New York University Palladium Athletic Facility January 2005 - April 2010
Lehman Brothers July 2004 - May 2008
Johns Hopkins Career Center September 2002 - May 2004
Skills
Capital Markets, Trading, Yoga, Fitness, Personal Training, Hatha Yoga, Marketing, Strategy, Teaching, Management, Meditation, Relaxation, Event Management, Research, Public Speaking, Lifestyle, Social Media, Sales, Event Planning
Education
The Johns Hopkins University 2001 — 2004
BA, Major in International Studies, Minor in Entrepreneurship and Management
Long and Foster, 309 W Maple Avenue, Vienna, VA 22180 February 2003 - Present
SV International March 1993 - March 1994
US Dept of Commerce-US & Foreign Commercial Service -Export Promotion December 1990 - March 1993
Lehman Brothers September 1988 - August 1990
Skills
Sellers, Real Estate, Relocation, Real Estate Transactions, Selling, Negotiation, Investment Properties, Marketing, Residential Homes, First Time Home Buyers, Short Sales, Foreclosures, Buyer Representation, Condos, Sales, Commercial Real Estate, Property Management, Property, Investors
Education
The George Washington University - School of Business 1990 — 1992
MBA, International Business-International Marketing
University of Virginia 1984 — 1988
Bachelor of Arts, French
Université Paris-Sorbonne 1986 — 1987
3rd year abroad, French Literature, Grammar, Culture and History
J.P. Morgan August 2014 - Present
J.P. Morgan November 2013 - August 2014
Barclays Investment Bank March 2011 - November 2013
Barclays September 2008 - February 2011
Lehman Brothers 2004 - 2008
Skills
Capital Markets, Emerging Markets, Equities, Financial Modeling, Investment Banking, Strategy, Valuation, Hedge Funds, Private Equity, Financial Markets, Equity Capital Markets, Due Diligence, Bloomberg, Fixed Income, Corporate Finance
Education
Johns Hopkins SAIS 2002 — 2004
Master of Arts (M.A.), International Economics
The Johns Hopkins University 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Bloomberg LP September 2013 - Present
Bloomberg LP June 2009 - September 2013
Bloomberg LP January 2009 - June 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers 2003 - 2008
Lehman Brothers 1997 - 2003
Bankers Trust 1993 - 1997
Swiss Bank Corporation 1988 - 1993
Skills
Trading, Securities, Investments, Portfolio Management, Risk Management, Corporate Finance, Prime Brokerage, Equities, Fixed Income, Succession Planning, Talent Management, Diversity, Executive Coaching, Leadership Development, Strategic HR, Organizational..., Organizational..., Culture Change, Advisory Boards, Key Account..., Sales, Career Development, Diversity, Performance Management, Talent Acquisition, Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA, International Relations: Economics & Latin America
The Johns Hopkins University 1982 — 1986
BA, International Relations
Barclays Capital February 2010 - November 2012
ClearMarkets June 2009 - January 2010
Lehman Brothers June 2007 - March 2009
Bear Stearns 2003 - May 2007
Credit Suisse First Bostons (London) October 1997 - June 2000
Skills
Hedge Funds, Alternative Investments, Due Diligence, Derivatives, Investments, Asset Management, Investment Management, Business Development, Fixed Income, Private Equity, Structured Finance, Strategy, Start-ups
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
LLM, Law
Nationwide Insurance March 2012 - Present
Nationwide Insurance August 2010 - March 2012
The Ohio State University September 2008 - June 2010
Lehman Brothers May 2007 - August 2007
Banc of America Investments June 2006 - August 2006
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA
University of Florida - Warrington College of Business Administration
BSBA, Finance
Platte River Equity May 2012 - Present
Denver Dumb Friends League 2012 - 2013
Platte River Ventures April 2010 - June 2012
Platte River Ventures August 2006 - July 2011
Avery Weigh-Tronix August 2005 - July 2006
Lehman Brothers June 2004 - August 2004
GE Energy 2000 - 2003
GE 1999 - 2003
US Army June 1994 - July 1999
Education
Tuck School of Business 2003 — 2005
MBA, Finance & Private Equity
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
United States Military Academy 1990 — 1994
BS, Engineering
Morgan Stanley September 2012 - Present
Citigroup March 2008 - September 2012
Deutsche Bank March 2004 - January 2008
Deutsche Bank August 2002 - February 2004
Lehman Brothers July 2000 - August 2002
Skills
Electronic Trading, FX trading, FX, FX Hedging, Risk Management, Pricing, FX Options, E-commerce, Capital Markets, Currency, Gold, Silver, Investment Strategies, Statistics, Econometrics
Education
London School of Economics and Political Science, U. of London 1998 — 2000
MSc, Econometrics and Mathematical Economics
Fairfield Financial Advisors September 2012 - Present
Mount Kellett Capital September 2011 - August 2012
RTW Investments, LLC April 2011 - September 2011
Los Angeles Capital Management February 2008 - July 2010
Lehman Brothers December 2006 - June 2007
Neuberger Berman August 2005 - December 2006
Skills
Mutual Funds, Investor Relations, Investments, Hedge Funds, Equities
Education
The Johns Hopkins University 2001 — 2005
Bachelor of Arts and Science, Political Science
3 Degrees Real Estate June 2007 - Present
Crabbe, Brown & James February 1984 - Present
Lehman Brothers January 1982 - 1984
Skills
Investment Properties, Real Estate, Sellers, Residential Homes, Relocation, Foreclosures, First Time Home Buyers, Real Property, Real Estate Transactions, Selling, Luxury, HUD, New Home Sales, Buyers, Condos, REO, Single Family Homes, FHA, Property, Referrals, Listings, Buyer Representation, Investors, Rentals, Short Sales, Property Management, Contract Negotiation, Real Estate Financing, Title Insurance, Investments, Leases, Commercial Real Estate, Corporate Relocation, Refinance, Brokerage, Agents, Real Estate Development, Real Estate Economics, Apartments, Appraisals, Tenant, Disposition, Landlords, Real Estate License, Loss Mitigation, FHA financing, Corporate Real Estate, VA loans
Education
The Ohio State University 1987 — 1991
BS
World Childhood Foundation USA September 2015 - Present
CASA of Morris and Sussex Counties September 2014 - September 2015
Apne Aap International April 2014 - October 2014
Safe Horizon October 2013 - May 2014
KTB Media January 2013 - March 2014
Forsaken Generation July 2010 - September 2013
Office of Child Labor and Human Trafficking January 2012 - May 2012
Yahoo! June 2011 - December 2011
The Protection Project January 2011 - December 2011
Lehman Brothers June 2008 - October 2009
Skills
Non-profits, Financial Modeling, Public Speaking, Research, Event Planning, Social Media, Nonprofits, Project Management, Business Planning, PowerPoint, Analysis, Marketing, Entrepreneurship, Fundraising, Strategy, Press Releases, Start-ups, Leadership, Community Outreach, Management, CRM, Budgets, Public Relations, Social Networking, Event Management, Social Media Marketing, Sales, Market Research, Marketing Communications, Marketing Strategy, Negotiation, Strategic Planning, Media Relations, Integrated Marketing, Advertising, International Relations, Spanish
Education
The Johns Hopkins University 2010 — 2012
MA, International Law and Organizations, International Economics
TERRY COLLEGE OF BUSINESS The University of Georgia 2007 — 2009
Master of Business Administration (MBA), Marketing, Management and Entrepreneurship
ANDREW YOUNG SCHOOL OF POLICY 2005 — 2006
GSU- Graduate Certificate, Economic Planning and Development
University of Pennsylvania 1999 — 2003
BA, Political Science and International Relations
University of Pennsylvania - The Wharton School 1999 — 2003
Poly Prep Country Day School 1991 — 1999
HS
AlphaSense, Inc. January 2014 - Present
Bloomberg 2011 - 2013
FactSet Research Systems January 2009 - July 2011
Lehman Brothers March 2005 - March 2008
Lehman Brothers July 2001 - March 2005
Fidelity Investments May 2000 - August 2000
Education
The Johns Hopkins University 1998 — 2001
BA, Economics
Beachwood High School 1995 — 1998
EMC May 2011 - Present
Gerson Lehrman Group 2009 - June 2011
Gerson Lehrman Group July 2008 - January 2009
Morgan Stanley March 2005 - February 2008
Lehman Brothers 2008 - 2008
Standard & Poor's January 1999 - March 2005
SUNY Downstate Medical Center January 2004 - December 2004
City University of New York 2003 - 2003
Barclays 2002 - 2003
JPMorgan Chase 1999 - 2003
Skills
Business Analysis, Program Management, Strategy, Project Management, Product Management, Instructional Design, Change Management, Usability, Financial Services, Leadership, Management, SDLC, Information Lifecycle..., Project Portfolio..., Software Documentation, PMO, Training, Risk Management, Agile Methodologies, Content Strategy, Technology Needs..., Data Analysis, Process Improvement, Software Project..., User Experience, Technical Writing, Copywriting, IT Strategy, Management Consulting, Business Process..., Business Intelligence, Cross-functional Team..., Governance, Business Process, Talent Management, Team Building, Requirements Analysis, Consulting
Education
New York University - Leonard N. Stern School of Business
MBA
The New School
The University of Texas at El Paso
BA
Staples August 2014 - Present
L.E.K. Consulting September 2011 - July 2014
Tuck School of Business at Dartmouth College August 2009 - June 2011
Century Capital Management June 2010 - August 2010
RefugePoint (Formerly Mapendo International) September 2008 - May 2009
Lehman Brothers June 2007 - June 2008
Lehman Brothers July 2005 - June 2007
Capital Crossing Bank 2004 - 2004
Skills
Private Equity, Financial Modeling, Strategy, Valuation, Due Diligence, Business Strategy, Mergers & Acquisitions, Investment Banking, Corporate Development, Management Consulting, Financial Services, Investments, Market Research, Finance, Market Entry, Strategic Consulting, Business Planning, Analysis, Strategic Planning, Competitive Analysis, Growth Strategies, Business Development, Acquisition Integration, Financial Analysis, New Product Validation, Debt & Equity Financing, Project Management, Go-to-market Strategy, Pricing Strategy, Financial Accounting, Cost Accounting, Industrial Sector, Retail, health and wellness, Corporate Finance, Economics, Business Valuation, Business Modeling, Quantitative Analytics, Consulting, DCF, Business Transformation, Cross-functional Team..., Business Analysis, Business Process..., Program Management, M&A experience
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA, General Management
Tufts University 2001 — 2005
BA, Economics, Entrepreneurial Leadership
Noble and Greenough School 1996 — 2001
Stanley Black & Decker, Inc. April 2014 - Present
Johnson & Johnson May 2009 - April 2014
Deloitte January 2008 - April 2008
Lehman Brothers June 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Tax, Analysis, Sarbanes-Oxley Act, SAP
Education
University of North Carolina at Chapel Hill 2013 — 2016
Master of Business Administration (M.B.A.)
Villanova University 2005 — 2009
Bachelor's degree, Accounting
The London School of Economics and Political Science (LSE) 2007 — 2007
Financial Markets
American Express September 2014 - Present
Unilever July 2013 - June 2014
InSITE January 2012 - May 2013
CHANEL, Inc. June 2012 - August 2012
Rent The Runway May 2010 - June 2011
Barclays Capital September 2008 - April 2010
Lehman Brothers July 2007 - September 2008
Skills
Content Strategy, Business Strategy, Marketing, Digital Marketing, Strategic Partnerships, Strategy, Social Media, Negotiation, Mobile Marketing, Corporate Finance, Mobile Technology, Analytics, Microsoft Excel, Due Diligence, Bloomberg, Shopper Marketing, Financial Modeling, Valuation, Data Analysis, Operations Management, Financial Analysis
Education
NYU Stern School of Business 2011 — 2013
MBA, Strategy, Marketing
The Tuck School of Business at Dartmouth 2007 — 2007
Business Bridge Program
Tulane University
Bachelor of Arts (BA), Major: International Relations and Affairs, Minor: Business
Kent School 1999 — 2003
High School Diploma
Trinity School 1989 — 1999
PNC October 2013 - Present
Rich Feuer Group 2010 - October 2013
Federal Reserve Board June 2007 - May 2010
Lehman Brothers April 2006 - July 2007
E*TRADE Financial June 2000 - April 2006
The Bond Market Association September 1999 - June 2000
Congresswoman Tillie K. Fowler August 1998 - September 1999
Skills
Government, Legislative Relations, Policy Analysis, Strategy, Financial Services, Public Policy, Legislation, Strategic Communications, Politics, Policy, Banking, Speech Writing, Public Affairs, Congress, Crisis Communications, Media Relations, Securities, Public Relations
Education
University of North Florida 1996 — 1998
BA, Communications
University of Florida 1994 — 1996
The Johns Hopkins University
Masters of Government Affairs and Policy
McKinsey & Company October 2012 - Present
LionEye Capital May 2011 - June 2012
Wharton Business School 2009 - 2011
Citadel Investment Group June 2010 - August 2010
Lehman Brothers 2006 - 2008
Skills
Financial Modeling, Valuation, Business Analysis, Management Consulting, Competitive Analysis, Analytics, Financial Analysis
Education
The Wharton School at the University of Pennsylvania 2009 — 2011
MBA, Finance
The Johns Hopkins University 2003 — 2006
B.A., Majors in Economics and Political Science, Minor in Business
Harker School 1999 — 2003
JANA Partners LLC September 2015 - Present
Barclays Investment Bank September 2008 - September 2015
Lehman Brothers April 2003 - September 2008
Skills
Analysis, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Teaching, Data Analysis, Event Management, Event Planning, Strategic Planning, Corporate Finance, Equities, Windows, Executive..., Library Science, Songwriting, Theatre, Piano, Acting, Office Management, Finance, Investment Banking, Management
Education
The New School
N/A, Songwriting Program
West Side Montessori School Teacher Education Program
Early Childhood Education and Teaching
Wright State University
Bachelor of Fine Arts (B.F.A.), Acting - Theatre
Merrill Lynch 2003 - Present
Deutsche Bank 2000 - 2002
Cap Gemini 1997 - 2000
Millenium Associates 1995 - 1997
Lehman Brothers 1993 - 1997
Morgan Stanley 1988 - 1993
Northwestern University 1986 - 1988
Skills
Portfolio Management, Wealth Accumulation, Asset, Financial Planners, Equities, Wealth, Hedge Funds, Investments, Private Equity, Valuation, Alternative Investments, Wealth Management
Education
The Johns Hopkins University
BA, Natural Sciences with Concentration in Economics
University of Pennsylvania
CrossCountry Consulting March 2011 - Present
BIA 2005 - July 2011
CapAdvisory 2001 - 2004
Lehman Brothers 2002 - 2002
Andersen Business Consulting 1999 - 2001
Arthur Andersen 1997 - 1999
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA
Washington and Lee University 1993 — 1997
BS, Business Administration & Accounting
Jesuit High School of Tampa
IHS March 2015 - Present
McLarty Associates February 2014 - June 2014
ManattJones Global Strategies May 2013 - August 2013
United States Senate January 2009 - August 2012
Obama for America August 2008 - November 2008
Lehman Brothers February 2008 - August 2008
Skills
Economics, Politics, Emerging Markets, Political Risk Analysis, Policy, Legislative Relations, Policy Analysis, Economic Development, Research, Fluent in Spanish, Strategic Communications, Latin America, International Economics, Public Policy, Leadership, Strategic Consulting, Federal Government...
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (M.A.), International Economics, Emerging Markets, and Latin American Studies
University of Florida 2003 — 2007
Bachelor of Arts, Economics and International Affairs
IFC - International Finance Corporation March 2010 - Present
ABN AMRO Bank N.V. February 1996 - August 1998
Lehman Brothers September 1994 - December 1995
Merrill Lynch April 1992 - August 1994
Skills
Sales Management, Investments, Emerging Markets, New Business Development, Corporate Finance, Investment Banking, Project Finance, International..., Financial Modeling, Capital Markets
Education
University of Oxford 1988 — 1990
Master of Philosophy (MPhil), Economics, Oriel Honor
London School of Economics and Political Science 1985 — 1988
Bachelor of Science (B.Sc.), Economics
United World College
Mass Mutual Financial Group October 2013 - Present
ING Financial Partners June 2012 - October 2013
ASM Wealth Management, LLC May 2009 - May 2012
UBS Financial Services July 2005 - May 2009
Lehman Brothers January 2001 - July 2005
Skills
Wealth Management, Retirement, Financial Advisory, Retirement Planning, Finance, Asset Allocation, Financial Services, Wealth Management..., Pensions, Wealth, High Net Worth..., Chartered Retirement..., Series 7 General..., Series 63 Uniform..., Series 66 Uniform..., Life, Health, Variable...
Education
The Ohio State University 1989 — 1993
BA Political Science
Bexley High School
Maxim Group March 2014 - Present
jmp August 2009 - February 2014
ThinkEquity August 2005 - August 2008
UBS February 2001 - August 2005
Bear Stearns January 1997 - February 2001
Lehman Brothers November 1985 - January 1997
Merrill Lynch February 1982 - November 1985
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
B Sc. (Ecom), International trade & Psychology
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Teach for America August 2011 - July 2013
Teach for America June 2009 - August 2011
Lehman Brothers June 2008 - August 2008
Lehman Brothers June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2009 — 2011
M.S.
The Johns Hopkins University 2005 — 2009
B.A.
National Biochemicals, a VWR International Company June 2013 - Present
Genentech June 2012 - August 2012
Gallup Consulting June 2009 - July 2011
Pfizer Pharmaceuticals July 2006 - May 2009
Lehman Brothers June 2005 - August 2005
Skills
Economics, Engagement, Customer Relations, Team Building, Excel, Business Strategy, Coaching, Market Research, Healthcare, Microsoft Office, Account Management, Leadership Development, Employee Engagement, New Business Development, Consultative Selling, Business Analysis, Management, CRM, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Strategy, Marketing, and Management & Organizations, Graduate with High Distinction
The Ohio State University Fisher College of Business 2002 — 2006
BSBA, Finance, Marketing, Economics
The Blackstone Group 2008 - Present
Lehman Brothers 2004 - 2008
Education
The London School of Economics and Political Science (LSE)
Verisk Analytics December 2012 - Present
Argus Information and Advisory Services December 2012 - Present
ILATIVE, LLC August 2010 - December 2012
Nomura Securities December 2008 - August 2010
Lehman Brothers May 2007 - December 2008
Consumer Finance Advisor, Inc. December 2005 - May 2007
ITG July 2002 - December 2005
The MathWorks July 1997 - July 2002
Skills
Electronic Trading, Quantitative Analytics, Analytics, Equities, Portfolio Optimization, Portfolio Management, Trading Systems, Trading, Quantitative Finance, Derivatives, Market Data, Equity Derivatives, Options, Matlab, Web Services, Quantitative Investing, Trading Strategies, Project Management, Equity Trading, Trading System, Product Management, Management, Programming, Web Analytics, Low Latency, SaaS, Software Development, Information Extraction, Geolocation, Rapid Prototyping, Technology Management, Quant, Quantitative Analysis, Risk Modeling, Wordpress, PHP, jQuery, MySQL, Risk Analytics, Web Development, Microsoft SQL Server, Credit Card Analytics, Web Applications, Credit Cards, Entity Resolution, Merchant Analytics, Tableau, Data Analytics, Retail Analytics
Education
The Johns Hopkins University 1994 — 1997
BS, Electrical Engineering
The Johns Hopkins University 1994 — 1997
BS, Biomedical Engineering
The Johns Hopkins University 1994 — 1997
Minor, Mathematical Sciences
Credit Suisse 2008 - Present
Lehman Brothers 2006 - 2008
Tuck School of Business August 2004 - June 2006
Citizens Bank 2004 - 2004
US Army 1998 - 2003
Education
The Tuck School of Business at Dartmouth 2004 — 2006
MBA, General Management
United States Military Academy at West Point 1994 — 1998
BS, International Relation
Somat Engineering, Inc. June 2009 - Present
Vora, Gibbs, Patel & Associates LLC July 2003 - June 2009
eFrontiers Inc. 1999 - 2001
Credit Suisse First Boston Technology Group 1999 - 1999
Wasserstein Perella & Co. 1997 - 1999
Lazard Frères & Co. 1996 - 1996
Lehman Brothers 1992 - 1995
Somat Engineering, Inc. 1986 - 1989
Skills
New Business Development, IT Strategy, Corporate Finance, Mergers, Investments, Enterprise Software, Business Strategy, Corporate Development, Due Diligence, Portfolio Management, Business Development, Start-ups, Strategic Planning, Negotiation, Restructuring, Management Consulting, Private Equity, Valuation, Strategy, Mergers & Acquisitions, Finance, Venture Capital, Management
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
The Johns Hopkins University 1988 — 1992
BA
Whitney & Co. June 1999 - April 2001
Lehman Brothers July 1997 - June 1999
Skills
LBO
Education
The College of William and Mary 1993 — 1997
Bachelor of Arts (B.A.)
The London School of Economics and Political Science (LSE) 1995 — 1996
General Course
BNP Paribas September 2009 - Present
Credit Suisse April 2007 - December 2008
BNP Paribas May 2004 - March 2007
Lehman Brothers January 2001 - August 2002
Salomon Smith Barney July 1998 - December 2000
Skills
Equity Derivatives, Equities, Capital Markets, Derivatives, Investment Banking, Fixed Income, Financial Structuring, Hedge Funds, Structured Products, Interest Rate..., Structured Finance, Valuation
Education
London School of Economics 2002 — 2003
Queen's University, Canada 1994 — 1998
Progressive Capital Management October 2013 - Present
Nomura International, Global Finance Solutions Group April 2013 - October 2013
Nomura International plc July 2009 - March 2013
Lehman Brothers June 2008 - September 2008
CarVal Investors June 2007 - December 2007
Central Bank of Israel June 1999 - July 2006
Skills
Capital Markets, Valuation, Credit Risk, Structured Finance, Investments, Credit Analysis, Financial Structuring, Banking, Distressed Debt, Financial Institutions, Fixed Income, Basel III, Equities, Portfolio Management, Finance, Credit, Due Diligence
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA)
The Hebrew University 1995 — 1998
BA, Business Administration, Economics
Nomura March 2007 - Present
Lehman Brothers March 2007 - October 2008
Citigroup May 2005 - March 2007
Barclays Capital August 1998 - May 2005
Bankers Trust Australia August 1997 - May 1998
BHP July 1995 - July 1997
Skills
Equity Derivatives, Derivatives, Trading Systems, Software Development, Fixed Income, C#, Unix, Investment Banking, C++, Interest Rate..., Financial Risk, Software Project..., Java, Team Management, Equity Research, Accounting, JavaScript
Education
The Open University 2007 — 2012
Master of Business Administration (MBA)
University of Canterbury 1991 — 1994
BE, Electrical and Electronics Engineering
Cambridge Associates 2007 - Present
Lehman Brothers 2005 - 2007
Lehman Brothers 2004 - 2005
Economists Incorporated 2000 - 2002
Skills
Portfolio Management, Asset Allocation, Institutional..., Equity Research, Investment Banking, Institutional Investors
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
William & Mary 1996 — 2000
BA, Economics
Express Scripts Holding Company (formerly Medco Health Solutions) 2007 - 2013
Lehman Brothers 2005 - 2007
Lehman Brothers 2002 - 2005
Lehman Brothers 2000 - 2002
Lehman Brothers June 1998 - August 1998
Corporate Executive Board (formerly known as The Advisory Board Company) 1995 - 1997
Skills
Mergers, Financial Analysis, Investment Banking, Strategic Planning, Corporate and Business..., Company Acquisitions, Joint Ventures, Business Valuation, Credit Analysis, Cross-border..., M&A due diligence, M&A experience, Capital Structure, Corporate Finance, Financial Modeling, Valuation, Strategy Development, Strategic Partnerships, Strategy, Healthcare, Managed Care, Pharmacy Benefit..., Telecommunications, M&A execution, M&A Negotiations, New Business Development, International..., International, Cross Functional Team..., Business Strategy, Divestitures, Due Diligence, Mergers & Acquisitions, Business Development, Strategic Influence, Team Leadership, Team Building, Consensus Building, Influence Without..., Capital Markets, Acquisitions, Management, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Business Administration and Management, General
Yale University 1990 — 1994
Bachelor of Arts, Economics and History
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch November 2005 - November 2014
Barclays Capital 2003 - 2005
Lehman Brothers August 2000 - July 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Equities, Derivatives, Financial Modeling, Bloomberg, Interest Rate..., Portfolio Management, MBS, Structured Products, Hedge Funds, Valuation, Securitization, Financial Analysis
Education
The George Washington University - School of Business 1997 — 1999
MBA
The George Washington University - School of Business 1992 — 1999
Eaton November 2013 - Present
Eaton Corporation November 2012 - November 2013
Eaton Corporation 2008 - November 2012
Credit Suisse August 2005 - May 2007
Lehman Brothers 2002 - 2005
Skills
Commodity, Options, Foreign Exchange, Financial Modeling, Emerging Markets, Corporate Finance, Investment Banking, Valuation, Financial Analysis, Capital Markets, Economics, Mergers & Acquisitions, FX Options, Finance, Due Diligence, Investments
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2000 — 2002
MA, International Economics
University of Arizona, Eller College of Management 1996 — 2000
Bachelor of Science, Public Administration
AIG June 2014 - Present
AIG July 2013 - June 2014
Barclays Wealth and Investment Management April 2010 - July 2013
Barclays Wealth and Investment Management October 2008 - April 2010
Lehman Brothers July 2007 - October 2008
Skills
Business Analysis, Functional Design, Functional..., Equities, Back Office, Cost Basis Reporting, Fixed Income, Derivatives, Requirements Gathering, Business Requirements, Portfolio Management
Education
The George Washington University - School of Business 2003 — 2007
Business, Finance
Heineken April 2009 - July 2013
PepsiCo December 2007 - March 2009
PepsiCo January 2005 - December 2007
Frito Lay 2000 - 2005
PepsiCo 1998 - 2000
PepsiCo June 1996 - September 1998
Lehman Brothers June 1994 - June 1996
Skills
Talent Management, Organizational Design, Succession Planning, Performance Management, Employee Engagement, Talent Acquisition, Deferred Compensation, Organizational..., Organizational..., Employee Relations, Labor Relations, Change Management, Leadership Development, FMCG, Human Resources, Strategy, Personnel Management, Strategic Planning, Recruiting, Coaching
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Organizational Behaviour
The London School of Economics and Political Science (LSE) 1991 — 1992
Msc, Economics
The University of Dundee 1986 — 1990
Bacc, Accounting and Finance, 1st class honors/Summa Cum Laude
Interactive Data Vice President - Head of Reference Data Hub TechnologyBarclays CapitalSeptember 2008 - April 2015
Lehman Brothers June 2007 - September 2008
The Reserve 2005 - 2007
Skills
Reference Data, Fixed Income, Trading Systems, Prime Brokerage, Sybase, Electronic Trading, Market Data, Equity Derivatives, Derivatives, Middle Office, Risk Management
Education
The Johns Hopkins University 2000 — 2005
MS, Information Security
The Johns Hopkins University 2000 — 2005
BS, Computer Science
Citi December 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers February 2007 - August 2008
Citigroup Derivatives Markets Inc. 2005 - 2007
Knight Securities November 2002 - February 2005
I-Logix April 2000 - November 2002
Skills
XML, C#, UML, Testing, .NET, GUI, Spring, Options, Interest Rate..., Fixed Income, Derivatives, Swaps, Multithreading, Trading Systems, Risk Management, Trading, Rates, Credit Derivatives
Education
The Hebrew University 1993 — 1997
Morgan Stanley June 2011 - Present
Oppenheimer & Co. November 2009 - May 2011
Lehman Brothers January 2008 - May 2009
Citigroup July 2006 - November 2007
Skills
Technology, Investment Banking, Valuation, LBO, Strategy, Capital Markets, Mergers, Mergers & Acquisitions, Fixed Income, Corporate Finance
Education
The Johns Hopkins University 2005 — 2006
MS, Computer Science, Information Security, Policy
The Johns Hopkins University 2001 — 2005
BS, Computer Science, Applied Mathematics & Statistics, Finance
My Beloved Wed & Art, LLC June 2009 - Present
!Capicu! Film Arts August 2008 - Present
My Beloved Weddings 2004 - 2011
The United Association of Independent Filmmakers January 2009 - July 2009
Film Production of !Capicu! 2004 - 2006
Lehman Brothers 2000 - 2003
Skills
Editing, Film, Photography, Final Cut Pro, Mac, Writing, Photoshop, Documentary, Videography, Short Films, Production, Video Editing, Video Production, Documentaries, Music, Blogging, Film Production, Storytelling, Art, Television, Producing, Entertainment, Video, Digital Media, Multimedia, Post Production, Social Networking, New Media, Acting, Creative Writing, Creative Direction, Camera
Education
New School University 2001 — 2009
Masters in Media Studies in progress, Film and film theory
BKEB Consulting LLC August 2014 - Present
O3 Technology Solutions July 2011 - Present
Reval.com September 2008 - February 2011
Misys Banking Systems January 1999 - September 2008
Lehman Brothers August 1992 - December 1998
Skills
Professional Services, Leveraged Finance, Capital Markets, Fixed Income, Operations Management, Derivatives, Trading Systems, Market Data, FX Options, Financial Services, Leadership, Banking, Business Analysis, Trading, Risk Management, Business Development, Relationship Management, SDLC, Finance, Project Management, Consulting, Strategic Planning, Equities, Financial Markets, Portfolio Management, Asset Management
Education
The Johns Hopkins University 1988 — 1992
BA, Economics, History
Quest Group September 2009 - Present
Solomon Page Group November 1998 - September 2009
Lehman Brothers May 1998 - November 1998
Skills
Investment Banking, Executive Search, Capital Markets, Hedge Funds, Talent Acquisition, Private Equity, Mergers, Technical Recruiting, Equities, Corporate Finance, Financial Services, Contract Recruitment, Sourcing, Emerging Markets, Executive Management, Mergers, Recruiting, Management, Leadership
Education
The Johns Hopkins University
BA, Economics
Corsair Capital Management July 2007 - Present
Lehman Brothers July 2005 - June 2007
Education
The Johns Hopkins University 2001 — 2005
J.P. Morgan April 2013 - Present
University of Chicago Booth School of Business July 2008 - March 2013
Goldman Sachs March 2008 - June 2008
Lehman Brothers July 2006 - January 2008
Education
The University of Chicago - Booth School of Business 2008 — 2013
Doctor of Philosophy (PhD), Finance
The University of Chicago - Booth School of Business 2008 — 2013
Master of Business Administration (MBA), Finance
The Johns Hopkins University 2003 — 2006
Bachelor of Science (BS), Applied Mathematics and Statistics, Economics
Ratna Junior College 2001 — 2003
Gitanjali School 1995 — 2001
Morgan Stanley September 2008 - Present
Lehman Brothers September 2000 - September 2008
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
The Ohio State University 1996 — 2000
BA, English
HEM June 2012 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers July 2001 - September 2008
Skills
Fixed Income, Capital Markets, Equities, Securities Lending, Derivatives, Bloomberg, Prime Brokerage, Hedge Funds, Fashion, Alternative Investments, Fashion Design, Investment Banking, Merchandising, General Awesomeness, Start-ups
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance/Management
The Johns Hopkins University 1997 — 2001
BA, International Relations
Fairfield High
MarketAxess March 2005 - Present
Morgan Stanley September 2000 - March 2005
Lehman Brothers January 1998 - September 2000
Citicorp 1993 - 1995
Skills
Data Warehousing, Trading Systems, Electronic Trading, SDLC, Sybase, Business Analysis, Investment Banking, Requirements Gathering, Credit Derivatives, Fixed Income, Derivatives, Reference Data, Capital Markets, Market Data, Requirements Analysis
Education
The Ohio State University 1978 — 1982
BS/AP, Finance
BlackRock 2010 - Present
Dartmouth College 2009 - 2010
Barclays Investment Bank 2007 - 2009
Lehman Brothers 2004 - 2007
Lehman Brothers 2001 - 2004
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Financial Modeling, Valuation, Hedge Funds, Derivatives, Bloomberg, Private Equity, Corporate Finance, Asset Managment, Financial Analysis, Investments, Alternative Investments
Education
Washington and Lee University 1997 — 2001
Bachelor of Science with Special Attainments in Commerce
London School of Economics and Political Science 1999 — 2000
General Course
Operative Inc. December 2008 - Present
MarketAxess January 2008 - November 2008
Lehman Brothers March 2002 - February 2008
Education
HUST China
Master's degree
The Hebrew University
Doctor of Computer Science
EverPoint Asset Management September 2014 - Present
GE Asset Management July 2008 - September 2014
Lehman Brothers July 2001 - March 2008
Education
The George Washington University 1997 — 2001
UBS November 2013 - Present
Barclays Wealth and Investment Management September 2008 - November 2013
Lehman Brothers June 2005 - September 2008
Skills
Series 7, Finance, Wealth Management, Equities, Fixed Income, Capital Markets, Hedge Funds, Investments, Portfolio Management, Asset Management
Education
The George Washington University - School of Business 2001 — 2005
BBA, International Business and Sports Management
Lorenzo de' Medicii 2004 — 2004
Hamden Hall Country Day School 1997 — 2001
High School
Goldman Sachs August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers February 2008 - September 2008
GE Commercial Finance January 2006 - January 2008
Skills
Financial Analysis
Education
The Johns Hopkins University 2001 — 2005
Darien High School
Darien High School
Hudson's Bay Company US Operations - Saks Fifth Avenue + Lord & Taylor January 2015 - Present
Saks Fifth Avenue July 2013 - January 2015
Barnes & Noble April 2007 - June 2013
Liberty Mutual Insurance May 2003 - March 2007
Lehman Brothers June 2002 - August 2002
Morgan Stanley January 2002 - May 2002
Aramark Corporation June 2001 - August 2001
Skills
Claims Management, Property & Casualty..., Contract Negotiation, Proactive self-starter, Challenge Driven, Insurance, Business Analysis, Project Management, Creative Solutions, Brokers, Claim, Commercial Insurance
Education
The George Washington University - School of Business 1999 — 2003
Bachelor's Degree
St. John’s University
Certificate of Business Insurance 2012
Funding Circle US August 2015 - Present
Funding Circle US December 2013 - August 2015
Canaccord Genuity Inc. January 2012 - November 2013
Canaccord Genuity Inc. August 2009 - December 2011
Canaccord Genuity Inc. September 2008 - August 2009
Lehman Brothers May 2007 - July 2007
LaBranche & Co. May 2006 - July 2006
Skills
Small Business Lending, Sales Management, Business Loans, Online Marketplace, Finance, Capital Markets, Investments, Business Strategy, FinTech, Business Development, Sales, Hedge Funds, Salesforce.com, Brokers, Business Brokerage, Equities, Small Business, Mutual Funds, Series 7, Series 63, Alumni Relations, Cash Flow Lending, Commercial Lending, Financial Analysis, Management
Education
Hamilton College 2004 — 2008
B.A., Economics, English Literature
The Hotchkiss School 2000 — 2004
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
The London School of Economics and Political Science (LSE) 2006 — 2006
Morgan Stanley January 2013 - Present
Morgan Stanley April 2010 - January 2013
Barclays Capital 2008 - 2010
Lehman Brothers 2006 - 2008
IBM Global Services 1998 - 2004
Skills
Due Diligence, Healthcare, Investment Banking, Mergers, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Finance, Venture Capital, Product Management, Strategic Planning, Corporate Development, Corporate Finance, Equities, Financial Analysis, Business Strategy, Capital Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2006
MBA
University of Virginia 1994 — 1998
BS-Commerce
Lazard July 2013 - Present
Cravath, Swaine & Moore LLP October 2010 - June 2013
Cravath, Swaine & Moore LLP May 2009 - July 2009
Davis & Harman May 2008 - July 2008
Lehman Brothers July 2005 - July 2007
MBNA September 2003 - July 2005
Skills
Legal Writing, Corporate Law, Due Diligence, Mergers, Securities, Corporate Governance, Financial Modeling, Corporate Finance
Education
University of Notre Dame 1999 — 2003
BBA, Finance, Marketing
The George Washington University Law School
Doctor of Law (JD)
SRF Ventures November 2014 - Present
ING Real Estate Finance (USA) July 2011 - October 2014
Lehman Brothers (in Administration) 2009 - 2011
Landesbank Baden-Württemberg 2008 - 2009
Lehman Brothers 2002 - 2008
Skills
Real Estate Financing, Capital Markets, Credit Analysis, CMBS, Commercial Real Estate, Asset Managment, Debt Restructuring, Loan Origination, Syndications, Portfolio Management, Due Diligence, Underwriting, Valuation, Real Estate, Securitization, Private Equity, Dispositions, Investments, Loans, Finance, Asset Management, Real Estate Economics, Strategy, Restructuring, Financial Structuring, Structured Finance
Education
The Johns Hopkins University 1998 — 2002
BA, Economics
Great Neck North
JP Morgan Asset Management August 2011 - Present
Barclays Capital June 2003 - August 2011
Lehman Brothers 2003 - 2008
Franklin Templeton Investments March 1995 - June 2003
Skills
Risk Management, Portfolio Management, Mutual Funds, Fixed Income, Asset Allocation, Marketing, Strategy, Hedge Funds, Pensions
Education
London School of Economics and Political Science 1983 — 1986
Economics
Tamim Performance Management Consulting January 2015 - Present
IBM July 2012 - January 2015
AbbVie 2013 - 2014
ADR 2012 - May 2012
TeleCommunication Systems, Inc. (TCS) July 2010 - December 2011
Williams Scotsman, Inc December 2009 - July 2010
Deutsche Bank December 2007 - July 2009
BI Solutions 2009 - 2009
ISA Consulting April 2006 - December 2007
Lehman Brothers March 1998 - April 2006
Skills
Cognos, TM1, Business Intelligence, Data Warehousing, ETL, OLAP, Data Modeling, Essbase, Microsoft SQL Server, Business Analysis, Oracle, Hyperion Enterprise, Business Intelligence..., SQL, Business Analytics, Cubes, Enterprise Software, Data Warehouse..., Hyperion Planning, Business Objects, Software Project..., Solution Architecture, SSIS, Master Data Management, Dashboard, Dimensional Modeling, PL/SQL, Business Process..., Team Leadership
Education
Weizmann Institute of Science 1987 — 1992
Ph.D., Applied Mathematics and Computer Science
The Johns Hopkins University 1977 — 1982
BA, BioPhysics
Boa Vista LLC June 2012 - Present
Bankers Trust 1990 - 1992
American Express 1985 - 1987
Lehman Brothers 1984 - 1985
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1987 — 1988
Master of Arts, International Relations
University of Pennsylvania 1980 — 1984
Bachelor of Arts, Economics and International Relations
Nomura Securities International February 2010 - Present
Lehman Brothers May 2007 - March 2010
Science Systems & Applications June 2003 - May 2007
Skills
Equities, Quantitative Finance, Derivatives, Analytics, Fixed Income, Investment Banking
Education
The Johns Hopkins University
Ph.D, Physics
The Institute of High Energy Physics, Chinese Academy
Principal Financial Group 2011 - Present
Independet Consultant 2008 - 2011
Neuberger Berman February 2006 - May 2008
Lehman Brothers June 1999 - July 2005
U.S. Department of State August 1983 - June 1999
Skills
International and..., Equities, Fixed Income, Real Assets, Liquid Alternatives, International Relations, Asset Management, Asset Allocation, Finance, Series 7
Education
The George Washington University - School of Business 1994 — 1996
MS, Finance
Vassar College 1975 — 1979
BA, History
Goldman Sachs & Co. July 2010 - Present
Piper Jaffray April 2006 - August 2010
C.E. Unterberg, Towbin March 2004 - April 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1999 - August 1999
Skills
Private Equity, Hedge Funds, Equities, Venture Capital, Investment Management, Leveraged Finance, Alternative Investments, Corporate Finance, Equity Research, Mergers, IPO, Due Diligence, Securities, Emerging Markets, Portfolio Management, Investor Relations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Virginia 1990 — 1994
BA, History
Sidwell Friends School 1983 — 1990
Accuen November 2013 - Present
Young African MBA's October 2012 - Present
General Motors August 2012 - November 2013
IROKO Partners Limited June 2012 - August 2012
Sony Music Entertainment January 2012 - May 2012
Nomura International September 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, with concentrations in Finance and Multinational Management
The Johns Hopkins University 2003 — 2007
B.Sc, Electrical and Electronics Engineering
Citi January 2015 - Present
Citi May 2010 - December 2014
The Cohen Group September 2009 - April 2010
Dunia Frontier Consultants August 2009 - August 2009
University of Maryland July 2009 - July 2009
Lehman Brothers/Barclays Capital July 2007 - October 2008
Lehman Brothers May 2006 - July 2006
Department of Treasury February 2006 - May 2006
Marvel Entertainment May 2005 - July 2005
Marvel Entertainment March 2004 - August 2004
Skills
Series 7, Microsoft Office, FINRA, Equity Research, Investment Banking, Securities, Bloomberg, Equities, Global Macro, Fixed Income, Capital Markets, Hedge Funds, Alternative Investments, Series 63, Emerging Markets, Derivatives, Valuation, Finance, Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2005 — 2007
M.A., International Relations and International Economics
B.A./M.A. - Johns Hopkins University 2002 — 2005
Bachelor of Arts (BA), International Relations and Affairs
Deutsche Bank February 1998 - Present
Lehman Brothers October 1991 - February 1998
Kidder Peabody January 1992 - September 1995
Unisys 1985 - 1988
Education
The Ohio State University Fisher College of Business 1980 — 1985
BSBA, Finance
Morgan Stanley July 2013 - Present
Barclays Capital September 2008 - July 2013
Lehman Brothers August 2005 - September 2008
Skills
Routing, Data Center, Troubleshooting, Low Latency, Architectures, Market Data, Leadership, QoS, Infrastructure, Multicast, Electronic Trading, Cisco Technologies, Network Architecture, TCP/IP, Architecture
Education
CCIE 2005 — 2005
Routing & Switching, Cisco
The Johns Hopkins University 1997 — 1998
MS, Computer Science
RKNEC 1989 — 1993
Bachelors, Electrical
Tricadia Capital May 2015 - Present
Barclays December 2013 - Present
Barclays Capital July 2011 - December 2013
Barclays Capital September 2008 - November 2011
Lehman Brothers July 2007 - September 2008
Skills
Equity Research, High Yield, Bloomberg, Capital Markets, Financial Modeling
Education
The Johns Hopkins University 2003 — 2007
2007, Economics
Wells Fargo Securities October 1995 - Present
Lehman Brothers June 1993 - October 1995
LexisNexis (formerly Mead Data Central) January 1988 - June 1993
Skills
Fixed Income, Credit Derivatives, Interest Rate..., Repos, Structured Products, SDLC, Capital Markets, Trading Systems, Derivatives, Swaps, Unix, Calypso, Trading, Electronic Trading, Sybase, C++, Hedge Funds, Options, Risk Management, Business Analysis, Management
Education
The Ohio State University 1984 — 1987
BS, Computer Science
Uniontown Lake Highschool 1981 — 1984
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
JPMorgan Chase October 2011 - Present
US Treasury, OFAC April 2010 - October 2011
Barclays Capital September 2008 - March 2010
Lehman Brothers April 2004 - September 2008
Schulte Roth & Zabel LLP 2002 - 2004
SIFMA 2002 - 2004
US Securities and Exchange Commission 1999 - 2002
Education
The George Washington University Law School 1996 — 1999
JD, Law
New York University, Stern School of Business 1992 — 1995
BS, Finance
Credit Suisse 2012 - Present
Credit Suisse 2008 - 2012
Goldman Sachs 2006 - 2008
Lehman Brothers 2004 - 2005
Credit Suisse 2001 - 2004
PricewaterhouseCoopers 2000 - 2001
Skills
Deferred Compensation, HRIS, Personnel Management, Talent Management, Global Compensation, Succession Planning, Compensation Strategies, Market Data, Finance, Performance Metrics, Performance Measurement, Broad-based Compensation, Change Management, HR Transformation, Incentive Programs, Financial Services
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
MSc, Organizational and Social Psychology
Barnard College, Columbia University 1996 — 2000
Bachelor's degree, Economics & Psychology
Prudential Douglas Elliman 2011 - Present
Lehman Brothers August 2007 - October 2008
JPMorgan Chase 2005 - 2005
Merrill Lynch 1999 - 2002
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & Accounting
The London School of Economics and Political Science (LSE)
Finance & Economics
UCL
Bsc (Econ), Economics
Deutsche Bank August 2011 - Present
Barclays Capital October 2008 - May 2011
Lehman Brothers August 1991 - September 2008
Skills
Leveraged Finance, Hedge Funds, Capital Markets, Fixed Income, Derivatives, Investment Banking, Credit Derivatives, Credit Risk
Education
The Johns Hopkins University 1986 — 1990
BS, MS, Engineering
Radnor Capital Management, LLC May 2012 - Present
Columbia Management Co January 1999 - April 2012
U.S. Trust Company of NY 1999 - 2007
US Trust - New York 1999 - 2007
Lehman Brothers April 1986 - January 1989
Corestates Investment Advisors 1983 - 1986
Skills
Asset Allocation, Asset Managment, Equities, Investment Management, Investments, Portfolio Management, Wealth Management, Investment Strategies, Equity Research, Series 63, Investment Advisory, Securities, Asset Management, Alternative Investments, Trading, Wealth Management..., Mutual Funds, Retirement Planning
Education
Xavier University 1977 — 1979
Master of Business Administration (M.B.A.)
The Ohio State University Fisher College of Business 1969 — 1974
BS, Finance and Marketing
Storytellers Media Inc. May 2010 - Present
Independent Film March 2010 - Present
About.com September 2012 - February 2013
MTV Networks April 2011 - April 2012
WNSR The New School Radio 2008 - May 2010
The New School 2008 - 2009
Lazard April 2006 - June 2007
JPMorgan Chase April 2005 - March 2006
Time Warner Inc. July 2002 - February 2005
Lehman Brothers April 1999 - July 2001
Skills
Producing, Directing, Documentaries, Independent Film, Film, Television, Video, Video Production, Video Editing, Post Production, Media Production, Screenwriting, Final Cut Studio, Final Cut Pro, Camera, Editing, Entertainment, Feature Films, Pro Tools, Interviewing Skills, Final Draft, On-camera Talent, On-air Hosting, Talent Booking, Interviews, PowerPoint, Microsoft Excel, HD Video, Broadcast, Film Production
Education
The New School 2008 — 2010
Master of Arts, Media Studies
The New School 2004 — 2008
Bachelor of Science, Liberal Arts (Media Production Concentration)
Ardent Trading 2010 - 2011
Rafferty Capital Markets 2009 - 2010
Jefferies & Co. 2003 - 2009
Petros Capital 2000 - 2003
Federated Investors 1998 - 2000
Lehman Brothers 1995 - 1997
Goldman Sachs 1994 - 1995
State Teacher Retirement System of Ohio 1987 - 1994
Skills
Equities, Trading, Derivatives, Equity Trading
Education
The Ohio State University 1983 — 1987
BSBA, Dual Major - Finance and Accounting
Barclays Wealth September 2008 - May 2010
Lehman Brothers August 1998 - September 2008
Skills
Investment Banking, Wealth Management, Investment Management, Product Development, Business Strategy, Strategic Partnerships, Strategic Thinking, Product Marketing, Financial Analysis, Valuation, Mergers, Corporate Development, Management, Fixed Income, Mergers & Acquisitions
Education
The Tuck School of Business at Dartmouth 1996 — 1998
MBA, General Management / Finance
Vassar College 1988 — 1992
BA, International Relations / Economics
Crow Holdings Capital Partners, L.L.C. January 2011 - Present
Crow Holdings April 2010 - January 2011
Neuberger Berman February 2009 - April 2010
Neuberger Berman September 2008 - April 2010
Lehman Brothers 2006 - 2008
National Construction Rentals May 2004 - March 2006
Skills
Active Directory, Disaster Recovery, Cloud Computing, Financial Analysis, Management, Microsoft Excel, Microsoft SQL Server, Network Administration, Networking, SQL, Security, SharePoint, System Administration, Unix, Windows Server
Education
The Master's College 1996 — 2000
BA
DSM September 2009 - Present
Morgan Stanley November 2007 - May 2009
AXA Equitable June 1999 - October 2007
Lehman Brothers July 1993 - June 1999
Skills
HRIS, Talent Management, PeopleSoft, Workforce Planning, Deferred Compensation, Employee Engagement, Performance Management, Employee Benefits, Organizational Design, Vendor Management, Employee Relations, Change Management, Human Resources, Strategic HR, Recruiting, Strategy, Management, Leadership, Personnel Management, Business Process, Mergers & Acquisitions, Payroll, HR Transformation, Analysis, Business Analysis, Onboarding, Integration, Sourcing, Strategic Planning, Budgets, Succession Planning, Project Planning, Project Management, Compensation & Benefit, Executive Pay, Process Improvement, HR Consulting, HR Policies, Organizational..., Benefits Administration, Organizational...
Education
The George Washington University - School of Business
MBA, Finance
The Johns Hopkins University
Bachelor's, Arts
Notation Capital November 2014 - Present
betaworks September 2011 - August 2014
HappyFunCorp November 2010 - November 2011
TwoSeed 2009 - 2011
Lehman Brothers June 2007 - February 2009
Skills
Financial Modeling, Business Development, Entrepreneurship, Investments, Strategy, Strategic Partnerships, Venture Capital, User Experience, Social Media, Start-ups, Business Strategy, Digital Strategy, Mobile Applications, Seed Capital, Mergers & Acquisitions, Strategic Planning, Equity Research, Corporate Development, Due Diligence
Education
The Hong Kong University of Science and Technology 2009 — 2010
Master's Degree, Technology
Yale University 2003 — 2007
BA, Economics
Cleveland Museum of Art May 2013 - Present
Bizdom January 2013 - Present
L April 2009 - August 2011
Cleveland Arts Prize 2010 - 2011
Lehman Brothers 2000 - 2002
UBS Investment Bank May 1994 - April 2000
Skills
Leadership, Marketing Strategy, Microsoft Office, Marketing, Strategic Planning, Business Strategy, Public Speaking, Nonprofits
Education
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Business
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Business
Wellesley College 1983 — 1987
BA, Economics, Political Science
Shaker Heights Ohio
RBC Capital Markets July 2014 - Present
Standard Chartered Bank July 2013 - July 2014
Bank of America July 2005 - June 2011
Lehman Brothers August 2003 - August 2005
Goldman Sachs August 1998 - August 2003
Intesa Sanpaolo 1997 - 1998
Skills
Fixed Income, Capital Markets, Derivatives, Emerging Markets, Investment Banking, Equities, Structured Products, Credit Derivatives, Hedge Funds, FX Options, Interest Rate..., Bloomberg, Equity Derivatives, Bonds, Swaps
Education
London School of Economics and Political Science
Master of Science (MSc), Financial Mathematics
Credit Suisse May 2011 - Present
Merrill Lynch September 2009 - May 2011
Barclays Capital September 2008 - September 2009
Lehman Brothers August 2005 - September 2008
TradePipe, LLC 2003 - 2005
Briefing.com 2003 - 2004
Open E Cry, LLC 2002 - 2003
Skills
Fixed Income, Equities, Derivatives, Trading Systems, Trading, Electronic Trading, Equity Derivatives, Options, Capital Markets, Hedge Funds, Product Management, Risk Management, Front-end, Futures Trading, Interest Rate Swaps
Education
The Ohio State University Fisher College of Business 1998 — 2002
Bachelors, Finance
Kitco Inc, January 2013 - Present
Marco Polo Capital Markets September 2009 - March 2012
Marco Polo Network March 2004 - March 2012
Lehman Brothers 1985 - 2000
Skills
Emerging Markets, Equities, Capital Markets, Hedge Funds, Private Equity, Venture Capital, Financial Markets, Trading, Investment Banking, Derivatives, Investments, Alternative Investments, Fixed Income, Electronic Trading, Corporate Finance, Asset Managment, Trading Systems, Mergers, Options, Securities, Asset Management, Risk Management, Bloomberg, Equity Trading, Financial Structuring, Mergers & Acquisitions
Education
University of Oxford 1979 — 1986
Philosophy
The London School of Economics and Political Science (LSE) 1976 — 1979
economics, government and history
Greengate LLC April 2009 - Present
Johns Hopkins School of Advanced International Studies January 2010 - Present
Institute of International Finance March 2009 - April 2009
Lehman Brothers June 2008 - August 2008
International Crisis Group January 2007 - June 2007
Skills
Project Finance, Financial Modeling, Energy Policy, International Economics, Emerging Markets, Economics, International Relations, Corporate Finance, Political Risk Analysis, Macroeconomics, Renewable Energy, International..., Policy Analysis, Politics, Econometrics, Research, Stata, Foreign Policy, Public Policy, Economic Development, Valuation, Risk Management, Finance, International Finance, Celiac Disease, Capital Markets, Analysis, Political Science, Credit Analysis, Foreign Affairs, Energy, Climate Change, Quantitative Analytics, International Law, Programming, Online Publishing, Economic Research, Due Diligence, Sustainable Development, Public/private..., Government, Latin America, Qualitative Research, Economic Modeling, Python
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2009
MA
University of California, Los Angeles 2002 — 2006
BA
PwC January 2015 - Present
FTI Capital Advisors 2013 - December 2014
UBS Investment Bank 2002 - December 2012
Morgan Stanley January 1997 - December 2001
Lehman Brothers 1995 - 1997
Merrill Lynch 1991 - 1995
Skills
Equity Capital Markets, Transaction Origination, IPO, Readiness Assessments, Corporate Finance, Equity Valuation, Risk Management, Corporate Governance, Investment Banking, Equities, Fixed Income, Private Equity, Valuation, Securities, High Yield, Capital Markets, Mergers & Acquisitions, Private Placements, Financial Structuring, Due Diligence, Investments
Education
University of Pennsylvania - The Wharton School
BS in Economics, Finance Major and Anthropology Minor, magna cum laude
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Independent Investment Services May 2009 - Present
Lehman Brothers July 2001 - November 2008
Education
The Ohio State University Fisher College of Business
Eton Park September 2008 - Present
PwC August 2006 - September 2008
Lehman Brothers April 2005 - September 2005
Skills
Hedge Funds, Alternative Investments, Asset Managment, Private Equity, Equities, Investments, Strategic Financial..., Derivatives, Financial Modeling, Financial Analysis, Bloomberg, Securities
Education
The Ohio State University 2001 — 2006
Bachelor of Science (BS), Accounting and Finance
MHR FUND MANAGAMENT LLC January 2013 - Present
Silver Point Capital July 2008 - December 2012
Lehman Brothers July 1999 - July 2008
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1997 — 1999
MA, International Economics and Law
Mariana Capital USA, LLC March 2015 - Present
Mariana Capital Markets Asia August 2013 - February 2015
Barclays Capital January 2011 - August 2013
Nomura September 2008 - January 2011
Lehman Brothers August 2007 - September 2008
Skills
Hedge Funds, Equity Derivatives, Equities, Emerging Markets, Investment Banking, Capital Markets, Bloomberg, Financial Markets, Derivatives, Asset Management, Global Macro, Structured Products
Education
Tufts University 2003 — 2007
B.A., Economics & International Relations
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, International Relations
UBS August 2015 - Present
Credit Suisse April 2013 - July 2015
Credit Suisse July 2011 - April 2013
Sponsors for Educational Opportunity April 2010 - July 2010
Lehman Brothers June 2007 - August 2007
Royal Bank of Scotland Group June 2006 - August 2006
Societe Generale June 2005 - August 2005
Skills
Bloomberg, Financial Modeling, Investment Banking, Valuation, Spanish, Economics, Fixed Income, Research, Venture Capital, Mandarin, Mergers, Business Development, Strategic Planning, Management, Public Speaking
Education
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2009
Economics & Finance
The Collegiate School 2003 — 2007
RBC Capital Markets November 2013 - Present
Barclays Leveraged Finance January 2011 - February 2013
Yogurt Escape September 2008 - December 2010
Lehman Brothers May 1999 - September 2008
Skills
Investment Banking, Finance, Corporate Finance, Treasury, Treasurers, Treasury Management, Mergers & Acquisitions, LBO, Leveraged Finance, Loan Origination, Financial Structuring, Negotiation, Corporate Development, Media, Telecommunications, Entertainment, Entertainment Industry, High Yield, High Yield Bonds, Loans, Bridge Loans, Cross Border, Data Center, Strategic Planning, Business Strategy, Strategy, Financial Modeling, Valuation, Business Valuation, Private Placements
Education
The Johns Hopkins University 1997 — 1999
Masters, Interational Economics
Tufts University 1991 — 1995
Bachelor's degree, Political Science & International Relations
Falcon Edge Capital May 2013 - Present
Merrill Lynch September 2012 - April 2013
Barclays Capital September 2008 - August 2012
Lehman Brothers July 2008 - September 2008
Skills
Series 7, Bloomberg, Capital Markets, Investment Banking, Equities, Series 63, Financial Modeling, Financial Analysis, Portfolio Management, Hedge Funds, Risk Management, Fixed Income, Securities, Valuation
Education
The Johns Hopkins University 2004 — 2008
BA, East Asian Studies, Entrepreneurship & Management
The CIM Group June 2015 - August 2015
HSBC Investment Bank September 2012 - July 2014
HSBC Investment Bank August 2011 - September 2012
HSBC Investment Bank August 2009 - August 2011
HSBC Investment Bank July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
FBR May 2007 - May 2007
Skills
Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
London School of Economics and Political Science
BSc, Management
Lord, Abbett & Co. LLC July 2014 - Present
Lord, Abbett & Co. LLC July 2014 - Present
Credit Agricole October 2000 - July 2014
DLJ April 2000 - October 2000
Republic National Bank May 1999 - April 2000
Lehman Brothers 1997 - 1999
Skills
SQL, Data Warehousing, Performance Tuning, Databases, Oracle, Unix, Business Analysis, Sybase, SDLC, Oracle E-Business Suite, RMAN, Integration, Disaster Recovery, IT Strategy, Oracle Applications, Database Administration, Sybase Adaptive Server, Microsoft SQL Server, Oracle Enterprise...
Education
The Johns Hopkins University 1987 — 1993
Doctor of Philosophy (Ph.D.), Mathematics
Lehman Brothers July 1992 - March 2011
Education
The Sage Colleges - Russell Sage College
Ume Matsu LLC 2013 - Present
Scripps Networks Interactive 2009 - 2012
Lehman Brothers 2007 - 2008
Banc of America Securities 2003 - 2007
OffRoad Capital 2000 - 2002
Goldman Sachs 1996 - 1999
Education
Johns Hopkins SAIS
MA, International Macroeconomics
University of Toronto
BA, Political Science
Deloitte August 2011 - Present
California State Assembly July 2009 - September 2009
Lehman Brothers May 2008 - September 2008
Skills
Business Technology, Business Process, Financial Services, Basel III, Capital Markets, Investment Banking, Retail Banking, Anti Money Laundering, Target Operating Model
Education
London School of Economics and Political Science, U. of London 2009 — 2010
MSc, Theory and History of International Relations, Postgraduate Distinction
University of Warwick 2006 — 2009
BSc (Hons), Economics, Politics, and International Studies, First Class Honours (1.1)
Cupertino High School 2002 — 2006
CNBC October 2011 - December 2014
Bloomberg LP July 2007 - September 2011
Lehman Brothers August 2003 - July 2007
Education
The Johns Hopkins University 1999 — 2003
Bachelor of Arts (B.A.)
Villa Walsh Academy 1993 — 1999
Och-Ziff Capital Management February 2012 - Present
The D. E. Shaw Group March 2010 - February 2012
Barclays September 2008 - March 2010
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2006 - August 2006
Education
Washington and Lee University 2003 — 2007
The London School of Economics and Political Science (LSE) 2005 — 2005
Barclays Investment Bank February 2013 - Present
Barclays February 2010 - February 2013
Barclays October 2008 - February 2010
Lehman Brothers July 2007 - September 2008
HSBC Global Banking and Markets February 2006 - July 2007
HSBC Global Banking and Markets July 2004 - February 2006
Skills
Risk Management, Trading, Syndicate, Fixed Income, Investment Banking, Capital Markets, Trading Systems, Liquidity Management, Balance Sheet, Series 7, Series 63, Risk Assessment, Bonds, Bond Markets, Credit
Education
Yale University 2000 — 2014
Bachelor of Arts, Economics
The London School of Economics and Political Science (LSE) 2002 — 2002