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
Jarred Mayrosh Jarred Mayrosh's Lehman Brothers Experience 1997 - 2002
Job CFO and EVP at PCCI
Industry Hospital & Health Care
Experience
PCCI 2014 - Present
ORIX Foundation 2014 - Present
Innovation and Capital Committee - Dallas Regional Chamber 2014 - Present
ORIX USA Corporation 2011 - 2014
ORIX Capital Markets 2009 - 2014
ORIX Real Estate Capital Inc 2004 - 2009
Lehman Brothers 1997 - 2002
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting, and Entrepreneurship
The University of Chicago 1993 — 1997
BA, Economics
The University of Paris 1995 — 1996
PCCI 2014 - Present
ORIX Foundation 2014 - Present
Innovation and Capital Committee - Dallas Regional Chamber 2014 - Present
ORIX USA Corporation 2011 - 2014
ORIX Capital Markets 2009 - 2014
ORIX Real Estate Capital Inc 2004 - 2009
Lehman Brothers 1997 - 2002
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting, and Entrepreneurship
The University of Chicago 1993 — 1997
BA, Economics
The University of Paris 1995 — 1996
Lauren Bain Lauren Bain's Lehman Brothers Experience June 2005 - April 2007
Job Manager of Professional Development at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company January 2014 - Present
McKinsey & Company July 2012 - December 2013
Citigroup, Global Securitized Products June 2011 - August 2011
Citigroup, Expense Analytics November 2008 - June 2010
Credit Suisse April 2007 - November 2008
Lehman Brothers June 2005 - April 2007
Skills
Strategy, Finance, Analytics, Financial Modeling, Management Consulting, Competitive Analysis, Business Strategy, Capital Markets, Market Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
University of North Carolina at Chapel Hill 2000 — 2005
Bachelor of Science, Business Administration
McKinsey & Company January 2014 - Present
McKinsey & Company July 2012 - December 2013
Citigroup, Global Securitized Products June 2011 - August 2011
Citigroup, Expense Analytics November 2008 - June 2010
Credit Suisse April 2007 - November 2008
Lehman Brothers June 2005 - April 2007
Skills
Strategy, Finance, Analytics, Financial Modeling, Management Consulting, Competitive Analysis, Business Strategy, Capital Markets, Market Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
University of North Carolina at Chapel Hill 2000 — 2005
Bachelor of Science, Business Administration
Ramon Suazo Ramon Suazo's Lehman Brothers Experience September 2000 - March 2002
Job Managing Director at BG Strategic Advisors
Industry Investment Banking
Experience
BG Strategic Advisors March 2013 - Present
The Clarendon Group March 2010 - March 2013
Weeden & Co. March 2009 - March 2010
HSBC Securities September 2007 - March 2009
Stifel Nicolaus Weisel March 2002 - August 2007
Lehman Brothers September 2000 - March 2002
Booz Allen Hamilton September 1994 - September 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Loyola University Maryland 1990 — 1994
BA, Political Science
BG Strategic Advisors March 2013 - Present
The Clarendon Group March 2010 - March 2013
Weeden & Co. March 2009 - March 2010
HSBC Securities September 2007 - March 2009
Stifel Nicolaus Weisel March 2002 - August 2007
Lehman Brothers September 2000 - March 2002
Booz Allen Hamilton September 1994 - September 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Loyola University Maryland 1990 — 1994
BA, Political Science
Bret Carroll's Lehman Brothers Experience January 2006 - October 2008
Job
Industry Investment Banking
Experience
Arrowroot Advisors August 2014 - Present
Cobe Capital Advisors April 2013 - July 2014
Nomura October 2008 - December 2012
Lehman Brothers January 2006 - October 2008
Lehman Brothers August 2003 - January 2006
Spin-Off Advisors, LLC August 2002 - October 2002
Lehman Brothers June 2002 - August 2002
Mondiale Partners January 1998 - August 2001
Mondiale Partners June 1996 - December 1997
Skills
Investment Banking, Corporate Finance, Cross-border, Sell Side, Buy-side, M&A experience, Valuation, Financial Modeling, Capital Raising, Equity Research, Private Equity, Private Placements, Business Development, Sales, Marketing, Strategy, Negotiation, Defense, Technology, Clean Technology, Renewable Energy, Mergers & Acquisitions, Equities, Investments, Due Diligence, LBO, Capital, Financial Structuring, Emerging Markets, Entrepreneurship, Corporate Development, Economics, Leveraged Finance, Capital Markets
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship
University of Colorado Boulder
BA, International Affairs, Economics
Arrowroot Advisors August 2014 - Present
Cobe Capital Advisors April 2013 - July 2014
Nomura October 2008 - December 2012
Lehman Brothers January 2006 - October 2008
Lehman Brothers August 2003 - January 2006
Spin-Off Advisors, LLC August 2002 - October 2002
Lehman Brothers June 2002 - August 2002
Mondiale Partners January 1998 - August 2001
Mondiale Partners June 1996 - December 1997
Skills
Investment Banking, Corporate Finance, Cross-border, Sell Side, Buy-side, M&A experience, Valuation, Financial Modeling, Capital Raising, Equity Research, Private Equity, Private Placements, Business Development, Sales, Marketing, Strategy, Negotiation, Defense, Technology, Clean Technology, Renewable Energy, Mergers & Acquisitions, Equities, Investments, Due Diligence, LBO, Capital, Financial Structuring, Emerging Markets, Entrepreneurship, Corporate Development, Economics, Leveraged Finance, Capital Markets
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship
University of Colorado Boulder
BA, International Affairs, Economics
Jana Felt Jana Felt's Lehman Brothers Experience 1986 - 1988
Job Writer, Content Creator at A Readable Feast
Industry Writing and Editing
Experience
A Readable Feast October 2010 - Present
Jana VanFelt September 2008 - Present
Kath Williams + Associates 2008 - January 2015
WaterStreet August 2009 - June 2011
Saddlehorn 2007 - 2009
Kapalua Land Company, Ltd September 1995 - August 1997
Lehman Brothers 1986 - 1988
First Options of Chicago 1980 - 1981
Skills
Public Speaking, Creative Writing, Editing, Blogging, Proofreading, Publishing, Copy Editing, Journalism, Freelance Writing, Books, Published Author, Fiction, WordPress, Social Media, Web Design, Writing
Education
The University of Montana - School of Business Administration 1980 — 1984
Marketing
A Readable Feast October 2010 - Present
Jana VanFelt September 2008 - Present
Kath Williams + Associates 2008 - January 2015
WaterStreet August 2009 - June 2011
Saddlehorn 2007 - 2009
Kapalua Land Company, Ltd September 1995 - August 1997
Lehman Brothers 1986 - 1988
First Options of Chicago 1980 - 1981
Skills
Public Speaking, Creative Writing, Editing, Blogging, Proofreading, Publishing, Copy Editing, Journalism, Freelance Writing, Books, Published Author, Fiction, WordPress, Social Media, Web Design, Writing
Education
The University of Montana - School of Business Administration 1980 — 1984
Marketing
Alix (Israels) Helper Alix (Israels) Helper's Lehman Brothers Experience July 2000 - September 2001
Job Business Development Consultant
Industry Biotechnology
Experience
Aquinox Pharmaceuticals, Inc. June 2014 - August 2015
Gilead Sciences 2003 - 2006
Gilead Sciences 2003 - 2003
Gilead Sciences 2001 - 2003
Lehman Brothers July 2000 - September 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Business Development, Pharmaceutical Industry
Education
University of California, Hastings College of the Law 2000 — 2000
Doctor of Law (JD), Law
The University of British Columbia 1997 — 2000
Doctor of Law (JD) / LLB, Law
The University of British Columbia 1992 — 1996
Bachelor of Science (BSc), Chemistry
Aquinox Pharmaceuticals, Inc. June 2014 - August 2015
Gilead Sciences 2003 - 2006
Gilead Sciences 2003 - 2003
Gilead Sciences 2001 - 2003
Lehman Brothers July 2000 - September 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Business Development, Pharmaceutical Industry
Education
University of California, Hastings College of the Law 2000 — 2000
Doctor of Law (JD), Law
The University of British Columbia 1997 — 2000
Doctor of Law (JD) / LLB, Law
The University of British Columbia 1992 — 1996
Bachelor of Science (BSc), Chemistry
Ashima Garg Ashima Garg's Lehman Brothers Experience 2006 - 2006
Job Principal at Agon Capital
Industry Venture Capital & Private Equity
Experience
Agon Capital 2013 - Present
Mubadala Investment Group 2009 - 2013
Credit Suisse 2007 - 2009
Lehman Brothers 2006 - 2006
AT&T 2002 - 2005
Skills
Private Equity, Investment Banking, Due Diligence, Investments, Financial Modeling, Venture Capital, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategy, Mergers, Capital Markets, Financial Analysis, Equities, Operations Management, Operating Budgets, Mobile Technology, Data Center, Finance, Emerging Markets, Hedge Funds, Corporate Development
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
University of Mumbai
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Agon Capital 2013 - Present
Mubadala Investment Group 2009 - 2013
Credit Suisse 2007 - 2009
Lehman Brothers 2006 - 2006
AT&T 2002 - 2005
Skills
Private Equity, Investment Banking, Due Diligence, Investments, Financial Modeling, Venture Capital, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategy, Mergers, Capital Markets, Financial Analysis, Equities, Operations Management, Operating Budgets, Mobile Technology, Data Center, Finance, Emerging Markets, Hedge Funds, Corporate Development
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
University of Mumbai
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Patrick W. Zanoni CPA, CFA's Lehman Brothers Experience 2000 - 2003
Job VP Finance /CFO at CipherCloud
Industry Computer Software
Experience
CipherCloud 2012 - Present
Contract Clients 2010 - 2012
Fusion Systems Japan 2008 - 2010
Credit Suisse 2007 - 2008
Merrill Lynch 2006 - 2007
Telephone and Data Systems™ (TDS™) 2003 - 2006
Lehman Brothers 2000 - 2003
The American Chamber of Commerce in Japan 1994 - 1997
Yokogawa Engineering Service 1991 - 1994
Accenture (Andersen Consulting) 1989 - 1991
Skills
Mergers & Acquisitions, Due Diligence, Corporate Finance, Private Equity, Venture Capital, Investment Banking, Valuation, Mergers, Accounting, Investments, Business Strategy, Corporate Development, Financial Modeling, Start-ups, Strategic Partnerships, Financial Analysis, Equities, Financial Accounting, M&A experience, Capital Markets, Entrepreneurship, IPO, Acquisition Integration, Strategic Planning, Competitive Analysis, Integration, Investor Relations, Divestitures, Business Valuation, Joint Ventures, Business Planning, Financial Management, Debt, Strategy Development, Financial Reporting, Industry Analysis, Business Analysis, Cash Management, Japanese, Sales Operations, Managerial Finance, HR Policies, Long Range Planning, Forecasting, Cash Flow Forecasting, Monthly Closing, Team Leadership, Finance, Revenue & Profit Growth, Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Accounting
University of Wisconsin-Madison - School of Business 1984 — 1988
BBA, Information Systems Analysis and Design / Management
CipherCloud 2012 - Present
Contract Clients 2010 - 2012
Fusion Systems Japan 2008 - 2010
Credit Suisse 2007 - 2008
Merrill Lynch 2006 - 2007
Telephone and Data Systems™ (TDS™) 2003 - 2006
Lehman Brothers 2000 - 2003
The American Chamber of Commerce in Japan 1994 - 1997
Yokogawa Engineering Service 1991 - 1994
Accenture (Andersen Consulting) 1989 - 1991
Skills
Mergers & Acquisitions, Due Diligence, Corporate Finance, Private Equity, Venture Capital, Investment Banking, Valuation, Mergers, Accounting, Investments, Business Strategy, Corporate Development, Financial Modeling, Start-ups, Strategic Partnerships, Financial Analysis, Equities, Financial Accounting, M&A experience, Capital Markets, Entrepreneurship, IPO, Acquisition Integration, Strategic Planning, Competitive Analysis, Integration, Investor Relations, Divestitures, Business Valuation, Joint Ventures, Business Planning, Financial Management, Debt, Strategy Development, Financial Reporting, Industry Analysis, Business Analysis, Cash Management, Japanese, Sales Operations, Managerial Finance, HR Policies, Long Range Planning, Forecasting, Cash Flow Forecasting, Monthly Closing, Team Leadership, Finance, Revenue & Profit Growth, Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Accounting
University of Wisconsin-Madison - School of Business 1984 — 1988
BBA, Information Systems Analysis and Design / Management
Alvaro de Pablo Alvaro de Pablo's Lehman Brothers Experience July 2007 - August 2007
Job Asociado, Latin America M&A en Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank November 2013 - Present
Barclays Investment Bank May 2010 - November 2013
Credit Suisse July 2009 - December 2009
Goldman Sachs July 2008 - August 2008
Lehman Brothers July 2007 - August 2007
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Corporate Law, Capital Markets, Equity Research
Education
Universidad de Navarra 2003 — 2009
Administración y Dirección de Empresas, Finanzas
Universidad de Navarra 2003 — 2009
Derecho, Derecho Mercantil
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Administración y Dirección de Empresas, Finanzas, Alumno de Intercambio
The University of Hong Kong 2005 — 2005
Administración y Dirección de Empresas, Marketing, Alumno de Intercambio
Barclays Investment Bank November 2013 - Present
Barclays Investment Bank May 2010 - November 2013
Credit Suisse July 2009 - December 2009
Goldman Sachs July 2008 - August 2008
Lehman Brothers July 2007 - August 2007
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Corporate Law, Capital Markets, Equity Research
Education
Universidad de Navarra 2003 — 2009
Administración y Dirección de Empresas, Finanzas
Universidad de Navarra 2003 — 2009
Derecho, Derecho Mercantil
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Administración y Dirección de Empresas, Finanzas, Alumno de Intercambio
The University of Hong Kong 2005 — 2005
Administración y Dirección de Empresas, Marketing, Alumno de Intercambio
Andrea Miller, CFA Andrea Miller, CFA's Lehman Brothers Experience April 2007 - September 2008
Job Principal at Miller Chicago
Industry Commercial Real Estate
Experience
Miller Chicago September 2012 - Present
Miller Manhattan Real Estate 2013 - Present
Commercial Real Estate Broker December 2010 - August 2012
Brightwood Builders Inc. December 2008 - December 2010
Lehman Brothers April 2007 - September 2008
Bear Stearns & Co. June 2003 - April 2007
ABN-AMRO January 2001 - April 2002
Arthur Andersen LLP January 1999 - December 2000
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Sales, Business Development, Strategic Planning, Investment Sales, Commercial Leasing, Leasing, Property Management, Financial Analysis, Finance, Marketing Strategy, Valuation, Due Diligence, Financial Modeling, Real Estate Economics, Asset Managment, Leases, Loans, Investment Properties, Investors, Investments, Structured Finance, Mortgage Lending, Asset Management
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Analytic Finance & Economics
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Miller Chicago September 2012 - Present
Miller Manhattan Real Estate 2013 - Present
Commercial Real Estate Broker December 2010 - August 2012
Brightwood Builders Inc. December 2008 - December 2010
Lehman Brothers April 2007 - September 2008
Bear Stearns & Co. June 2003 - April 2007
ABN-AMRO January 2001 - April 2002
Arthur Andersen LLP January 1999 - December 2000
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Sales, Business Development, Strategic Planning, Investment Sales, Commercial Leasing, Leasing, Property Management, Financial Analysis, Finance, Marketing Strategy, Valuation, Due Diligence, Financial Modeling, Real Estate Economics, Asset Managment, Leases, Loans, Investment Properties, Investors, Investments, Structured Finance, Mortgage Lending, Asset Management
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Analytic Finance & Economics
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Scott Rogan Scott Rogan's Lehman Brothers Experience August 1994 - September 2008
Job Principal at Energy Capital Partners
Industry Venture Capital & Private Equity
Experience
Energy Capital Partners February 2014 - Present
Barclays Investment Bank October 2008 - February 2014
Lehman Brothers August 1994 - September 2008
Education
The University of Chicago Booth School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
The University of Texas at Austin 1989 — 1994
Master of Professional Accounting, Accounting and Finance
Energy Capital Partners February 2014 - Present
Barclays Investment Bank October 2008 - February 2014
Lehman Brothers August 1994 - September 2008
Education
The University of Chicago Booth School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
The University of Texas at Austin 1989 — 1994
Master of Professional Accounting, Accounting and Finance
Sheri Sullivan Sheri Sullivan's Lehman Brothers Experience October 2007 - April 2008
Job Vice President Client Relationship Management
Industry Financial Services
Experience
Urban Lending Solutions December 2012 - Present
The Granite Companies September 2008 - June 2012
Lehman Brothers October 2007 - April 2008
Lehman Brothers Bank August 2005 - October 2007
Wells Fargo January 1991 - August 2005
Skills
Sales, Loans, Customer Satisfaction, Risk Management, CRM, Leadership, Business Development, Account Management, Mortgage Lending, Management, Project Management, Customer Service, Banking, Marketing, B2B
Education
Sandia High School 1975 — 1978
The University of New Mexico
BA, Psychology, Sociology
Urban Lending Solutions December 2012 - Present
The Granite Companies September 2008 - June 2012
Lehman Brothers October 2007 - April 2008
Lehman Brothers Bank August 2005 - October 2007
Wells Fargo January 1991 - August 2005
Skills
Sales, Loans, Customer Satisfaction, Risk Management, CRM, Leadership, Business Development, Account Management, Mortgage Lending, Management, Project Management, Customer Service, Banking, Marketing, B2B
Education
Sandia High School 1975 — 1978
The University of New Mexico
BA, Psychology, Sociology
Jamie Ikerd's Lehman Brothers Experience 2007 - 2007
Job MBA Class of 2015, Vanderbilt Owen Graduate School of Business
Industry Management Consulting
Experience
MStreet Entertainment Group July 2015 - Present
Tropical Suites Boutique Hotel January 2010 - September 2013
Bain & Company 2008 - 2010
Lehman Brothers 2007 - 2007
U.S. Department of Justice 2006 - 2006
Skills
Business Strategy, Entrepreneurship, Management Consulting, Business Planning, Financial Modeling, Strategic Planning, Performance Improvement, Valuation, Business Transformation, Investment Banking, Leadership, Strategy, Corporate Development, Mergers, Strategic Consulting, Mergers & Acquisitions, Public Speaking, Marketing, Data Analysis, Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategy & Finance
The University of Georgia 2003 — 2007
Bachelor of Business Administration (BBA), Finance, International Business & Marketing, magna cum laude
University of Oslo (UiO) 2006 — 2006
Contemporary Norwegian society
MStreet Entertainment Group July 2015 - Present
Tropical Suites Boutique Hotel January 2010 - September 2013
Bain & Company 2008 - 2010
Lehman Brothers 2007 - 2007
U.S. Department of Justice 2006 - 2006
Skills
Business Strategy, Entrepreneurship, Management Consulting, Business Planning, Financial Modeling, Strategic Planning, Performance Improvement, Valuation, Business Transformation, Investment Banking, Leadership, Strategy, Corporate Development, Mergers, Strategic Consulting, Mergers & Acquisitions, Public Speaking, Marketing, Data Analysis, Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategy & Finance
The University of Georgia 2003 — 2007
Bachelor of Business Administration (BBA), Finance, International Business & Marketing, magna cum laude
University of Oslo (UiO) 2006 — 2006
Contemporary Norwegian society
Simrun Kochhar's Lehman Brothers Experience January 2006 - June 2008
Job Senior Consultant, Strategy & Change Internal Practice (SCIP), IBM
Industry Management Consulting
Experience
IBM, Global Business Services October 2014 - Present
IBM, Global Business Services June 2013 - August 2013
Fair Trade USA March 2012 - September 2012
24 Hour Fitness October 2009 - August 2012
Centaur Partners September 2011 - July 2012
C.E.O. Women September 2008 - December 2011
Cowen and Company July 2010 - August 2011
Lehman Brothers January 2006 - June 2008
Cardinal Health August 2004 - December 2005
Skills
Financial Modeling, Strategy, Analysis, Valuation, Positioning, Investment Banking, Finance, Accounting, IPO, Mergers, LBO, Corporate Finance, Forecasting, Business Planning, Corporate Development, Financial Analysis, Equities, Capital Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
BBA
University of Michigan 2000 — 2002
IBM, Global Business Services October 2014 - Present
IBM, Global Business Services June 2013 - August 2013
Fair Trade USA March 2012 - September 2012
24 Hour Fitness October 2009 - August 2012
Centaur Partners September 2011 - July 2012
C.E.O. Women September 2008 - December 2011
Cowen and Company July 2010 - August 2011
Lehman Brothers January 2006 - June 2008
Cardinal Health August 2004 - December 2005
Skills
Financial Modeling, Strategy, Analysis, Valuation, Positioning, Investment Banking, Finance, Accounting, IPO, Mergers, LBO, Corporate Finance, Forecasting, Business Planning, Corporate Development, Financial Analysis, Equities, Capital Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
BBA
University of Michigan 2000 — 2002
Adam Lerner Adam Lerner's Lehman Brothers Experience September 2001 - August 2003
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
McNally Capital LLC January 2009 - Present
Wachovia Securities May 2006 - December 2008
Lehman Brothers September 2001 - August 2003
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Finance, Accounting, Entrepreneurship
University of Michigan 1997 — 2001
Bachelor of Arts (BA), Organizational Behavior Studies
McNally Capital LLC January 2009 - Present
Wachovia Securities May 2006 - December 2008
Lehman Brothers September 2001 - August 2003
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Finance, Accounting, Entrepreneurship
University of Michigan 1997 — 2001
Bachelor of Arts (BA), Organizational Behavior Studies
Dustin Deas Dustin Deas's Lehman Brothers Experience July 2008 - April 2009
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group June 2013 - August 2013
Neuberger Berman May 2009 - July 2012
Lehman Brothers July 2008 - April 2009
AT&T May 2006 - August 2006
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Bloomberg, Financial Analysis, Investment Banking, Corporate Finance, Investments, Capital Markets, Venture Capital, Alternative Investments, Equities
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Concentrations in Economics, Entrepreneurship, and General Management
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Business Honors and Finance
The University of Edinburgh 2005 — 2005
Summer Study Abroad - Business Law and Law of the European Union
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group June 2013 - August 2013
Neuberger Berman May 2009 - July 2012
Lehman Brothers July 2008 - April 2009
AT&T May 2006 - August 2006
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Bloomberg, Financial Analysis, Investment Banking, Corporate Finance, Investments, Capital Markets, Venture Capital, Alternative Investments, Equities
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Concentrations in Economics, Entrepreneurship, and General Management
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Business Honors and Finance
The University of Edinburgh 2005 — 2005
Summer Study Abroad - Business Law and Law of the European Union
Shannon (Gorman) Vizza's Lehman Brothers Experience March 2003 - May 2005
Job Human Resources Professional
Industry Human Resources
Experience
Lehman Brothers March 2003 - May 2005
Merrill Lynch March 2000 - March 2003
Merrill Lynch March 1998 - March 2000
Morgan Stanley July 1996 - February 1998
Skills
Human Resources, Equities, PeopleSoft, Employee Benefits, Benefits Administration, HRIS, Finance, Business Process, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of New Mexico 1989 — 1994
Bachelor's Degree, Accounting and Financial Management
Lehman Brothers March 2003 - May 2005
Merrill Lynch March 2000 - March 2003
Merrill Lynch March 1998 - March 2000
Morgan Stanley July 1996 - February 1998
Skills
Human Resources, Equities, PeopleSoft, Employee Benefits, Benefits Administration, HRIS, Finance, Business Process, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of New Mexico 1989 — 1994
Bachelor's Degree, Accounting and Financial Management
Valerie Flors Valerie Flors's Lehman Brothers Experience June 2005 - February 2007
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America February 2007 - Present
Lehman Brothers June 2005 - February 2007
AmTrust Bank January 2003 - June 2005
Honeywell April 1997 - December 2002
Skills
Six Sigma GreenBelt..., Operations Management, E-commerce, Vendor Management, Business Strategy, Business Analysis, Business Process..., Requirements Analysis, User Acceptance Testing, End User Training, End User Support, Access, Word, Microsoft Office, Visio, Six Sigma, Business Process..., Banking, Business Requirements, Technical Support, Strategy, Financial Services, Process Improvement, Management, Project Management, Business Process, Risk Management, Relationship Management, Microsoft Word, Analysis, CRM, Change Management, Cross-functional Team..., Governance, Integration, PMO, Portfolio Management, Product Management, Project Delivery, Project Portfolio..., SDLC, Strategic Planning, Business Intelligence, Program Management, Enterprise Architecture, Requirements Gathering
Education
The University of Findlay 1996 — 2002
BS, Business Management
Bank of America February 2007 - Present
Lehman Brothers June 2005 - February 2007
AmTrust Bank January 2003 - June 2005
Honeywell April 1997 - December 2002
Skills
Six Sigma GreenBelt..., Operations Management, E-commerce, Vendor Management, Business Strategy, Business Analysis, Business Process..., Requirements Analysis, User Acceptance Testing, End User Training, End User Support, Access, Word, Microsoft Office, Visio, Six Sigma, Business Process..., Banking, Business Requirements, Technical Support, Strategy, Financial Services, Process Improvement, Management, Project Management, Business Process, Risk Management, Relationship Management, Microsoft Word, Analysis, CRM, Change Management, Cross-functional Team..., Governance, Integration, PMO, Portfolio Management, Product Management, Project Delivery, Project Portfolio..., SDLC, Strategic Planning, Business Intelligence, Program Management, Enterprise Architecture, Requirements Gathering
Education
The University of Findlay 1996 — 2002
BS, Business Management
Muhammad Haris Shamim's Lehman Brothers Experience March 2008 - October 2008
Job Senior Software Quality Automation Engineer at Sabre Corporation
Industry Airlines/Aviation
Experience
Sabre Corporation July 2013 - Present
JPMorgan Chase November 2012 - June 2013
Barclays Capital October 2008 - October 2012
Lehman Brothers March 2008 - October 2008
Lehman Brothers May 2007 - August 2007
360training November 2005 - August 2006
Apvision International Inc. September 2004 - October 2005
Skills
Agile Methodologies, Scrum, Selenium, Maven, Test Automation, Software Quality..., Sybase, Oracle, Perl, Software Development, Testing, Java, Release Management, Technical Documentation, Technical Presentations, Production Support, Software Documentation, Software Project..., Microsoft SQL Server, QTP, Software Engineering, Presentation Development, JIRA, Visio, Web Applications, Visual Basic, HP QTP
Education
University of Michigan 2006 — 2008
Master of Science (M.S.), Computer and Information Sciences
The University of Huddersfield 2000 — 2004
Bachelor of Science (B.S.), Computing Software Development
Sabre Corporation July 2013 - Present
JPMorgan Chase November 2012 - June 2013
Barclays Capital October 2008 - October 2012
Lehman Brothers March 2008 - October 2008
Lehman Brothers May 2007 - August 2007
360training November 2005 - August 2006
Apvision International Inc. September 2004 - October 2005
Skills
Agile Methodologies, Scrum, Selenium, Maven, Test Automation, Software Quality..., Sybase, Oracle, Perl, Software Development, Testing, Java, Release Management, Technical Documentation, Technical Presentations, Production Support, Software Documentation, Software Project..., Microsoft SQL Server, QTP, Software Engineering, Presentation Development, JIRA, Visio, Web Applications, Visual Basic, HP QTP
Education
University of Michigan 2006 — 2008
Master of Science (M.S.), Computer and Information Sciences
The University of Huddersfield 2000 — 2004
Bachelor of Science (B.S.), Computing Software Development
Regis Haegler Regis Haegler's Lehman Brothers Experience 1999 - 2000
Job Head of Finance
Industry Internet
Experience
HealthPocket, Inc. 2015 - Present
eHealthInsurance August 2012 - 2015
Arcadian Health Plan 2010 - August 2012
Wells Fargo 2008 - 2010
Education Finance Partners 2007 - 2008
Adobe 2006 - 2007
Maxtor 2005 - 2006
McMorgan & Company 2004 - 2005
Flextronics 2001 - 2002
Lehman Brothers 1999 - 2000
Skills
Corporate Finance, Investments, Financial Planning, Capital Markets, Investment Banking, Strategic Financial..., Financial Modeling, Forecasting, Start-ups, Mergers & Acquisitions, Strategy, Financial Analysis, Finance, Analysis, Managerial Finance, Accounting, Sarbanes-Oxley Act, Due Diligence, Management, Valuation, Executive Management, Leadership, Process Improvement
Education
Wharton School 1995 — 1999
BS, Finance
University of Chicago GSB 2002 — 2004
MBA, Finance & Entrepreneurship
HealthPocket, Inc. 2015 - Present
eHealthInsurance August 2012 - 2015
Arcadian Health Plan 2010 - August 2012
Wells Fargo 2008 - 2010
Education Finance Partners 2007 - 2008
Adobe 2006 - 2007
Maxtor 2005 - 2006
McMorgan & Company 2004 - 2005
Flextronics 2001 - 2002
Lehman Brothers 1999 - 2000
Skills
Corporate Finance, Investments, Financial Planning, Capital Markets, Investment Banking, Strategic Financial..., Financial Modeling, Forecasting, Start-ups, Mergers & Acquisitions, Strategy, Financial Analysis, Finance, Analysis, Managerial Finance, Accounting, Sarbanes-Oxley Act, Due Diligence, Management, Valuation, Executive Management, Leadership, Process Improvement
Education
Wharton School 1995 — 1999
BS, Finance
University of Chicago GSB 2002 — 2004
MBA, Finance & Entrepreneurship
Loveleen Bhatti Loveleen Bhatti's Lehman Brothers Experience 2008 - 2008
Job Associate at Real Estate Advisors Ltd.
Industry Real Estate
Experience
NAI Asia Pacific Properties May 2013 - September 2013
TELUS May 2012 - August 2012
Barclays Capital Inc. January 2011 - September 2011
National Bank Financial January 2007 - June 2009
The University of British Columbia September 2008 - April 2009
Lehman Brothers 2008 - 2008
Skills
Research, Fundraising, Social Media Marketing, Microsoft Office, Analysis, Accounting, Corporate Finance, International Business, Negotiation, Derivatives, Marketing Research, Marketing Communications, Accounts Payable, Accounts Receivable, Business Analysis, Business Management, New Business Development, IT Management, Social Psychology, Project Management, International Relations, Time Management, PowerPoint, Management, Microsoft Excel, Leadership, Team Leadership, Data Analysis, Sales
Education
University of Victoria 2012 — 2013
Master of Global Business (MGB), Global Business
The University of British Columbia / UBC 2006 — 2009
Bachelor of Commerce (B.Com.), Finance, General
NAI Asia Pacific Properties May 2013 - September 2013
TELUS May 2012 - August 2012
Barclays Capital Inc. January 2011 - September 2011
National Bank Financial January 2007 - June 2009
The University of British Columbia September 2008 - April 2009
Lehman Brothers 2008 - 2008
Skills
Research, Fundraising, Social Media Marketing, Microsoft Office, Analysis, Accounting, Corporate Finance, International Business, Negotiation, Derivatives, Marketing Research, Marketing Communications, Accounts Payable, Accounts Receivable, Business Analysis, Business Management, New Business Development, IT Management, Social Psychology, Project Management, International Relations, Time Management, PowerPoint, Management, Microsoft Excel, Leadership, Team Leadership, Data Analysis, Sales
Education
University of Victoria 2012 — 2013
Master of Global Business (MGB), Global Business
The University of British Columbia / UBC 2006 — 2009
Bachelor of Commerce (B.Com.), Finance, General
Henry Williams Henry Williams's Lehman Brothers Experience June 2002 - September 2008
Job Visual Editor, Money and Investing at The Wall Street Journal
Industry Newspapers
Experience
The Wall Street Journal December 2014 - Present
The Wall Street Journal August 2013 - November 2014
South China Morning Post June 2013 - August 2013
The Wall Street Journal May 2013 - August 2013
WeiboSuite January 2013 - August 2013
Shanghaiist November 2012 - May 2013
Morgan Stanley May 2010 - August 2012
Barclays Capital September 2008 - April 2010
Lehman Brothers June 2002 - September 2008
Skills
Fixed Income, Autosys, Trading Systems, Sybase, Capital Markets, TIBCO, Production Support, VBA, CDS, SDLC, Perl, Investment Banking, Objective-C, Java, Cisco, Cisco IOS, Mac OS X, Windows, Windows Server 2003, RedHat, Linux, Incident Management, ITIL, Ubuntu, Professional Networking, VPN, Apache, Squid, PPTP, PPP, OpenVPN
Education
The University of Hong Kong 2012 — 2013
MJ, Data Journalism
University of Exeter 2000 — 2004
BSc, Computer Science
The Wall Street Journal December 2014 - Present
The Wall Street Journal August 2013 - November 2014
South China Morning Post June 2013 - August 2013
The Wall Street Journal May 2013 - August 2013
WeiboSuite January 2013 - August 2013
Shanghaiist November 2012 - May 2013
Morgan Stanley May 2010 - August 2012
Barclays Capital September 2008 - April 2010
Lehman Brothers June 2002 - September 2008
Skills
Fixed Income, Autosys, Trading Systems, Sybase, Capital Markets, TIBCO, Production Support, VBA, CDS, SDLC, Perl, Investment Banking, Objective-C, Java, Cisco, Cisco IOS, Mac OS X, Windows, Windows Server 2003, RedHat, Linux, Incident Management, ITIL, Ubuntu, Professional Networking, VPN, Apache, Squid, PPTP, PPP, OpenVPN
Education
The University of Hong Kong 2012 — 2013
MJ, Data Journalism
University of Exeter 2000 — 2004
BSc, Computer Science
Chris Roehm Chris Roehm's Lehman Brothers Experience 2001 - 2008
Job Managing Director at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. December 2008 - Present
Lehman Brothers 2001 - 2008
JP Morgan 1996 - 2001
Heller Financial 1993 - 1995
Ernst & Young 1991 - 1992
Education
University of Chicago Graduate School of Business 1995 — 1996
Master of Business Administration (MBA), Finance and Economics
University of Michigan 1987 — 1991
BBA, Accounting and Finance
Saline High School
Greenhill & Co. December 2008 - Present
Lehman Brothers 2001 - 2008
JP Morgan 1996 - 2001
Heller Financial 1993 - 1995
Ernst & Young 1991 - 1992
Education
University of Chicago Graduate School of Business 1995 — 1996
Master of Business Administration (MBA), Finance and Economics
University of Michigan 1987 — 1991
BBA, Accounting and Finance
Saline High School
Christopher Petrossian Christopher Petrossian's Lehman Brothers Experience August 2000 - September 2008
Job Managing Director, Head of LA Office at Lincoln International
Industry Investment Banking
Experience
Lincoln International March 2011 - Present
Barclays Capital September 2008 - February 2011
Lehman Brothers August 2000 - September 2008
Deloitte Consulting July 1996 - June 1998
Jones Lang LaSalle January 1996 - June 1996
Western Waste Industries September 1995 - December 1995
Skills
Equities, Debt, Mergers, Financial Analysis, Private Equity, Valuation, High Yield, LBO, Investment Banking, Capital Markets, Mergers & Acquisitions, Leveraged Finance, M&A experience, Hedge Funds, Corporate Development, Venture Capital, Corporate Finance, Capital, Financial Modeling, Management Consulting, Financial Structuring, Business Valuation, Emerging Markets, Fixed Income, Structured Finance, Due Diligence, IPO, Financial Advisory
Education
University of Chicago Graduate School of Business 1998 — 2000
MBA, Finance and Accounting
UCLA 1991 — 1995
BA, Economics
Lincoln International March 2011 - Present
Barclays Capital September 2008 - February 2011
Lehman Brothers August 2000 - September 2008
Deloitte Consulting July 1996 - June 1998
Jones Lang LaSalle January 1996 - June 1996
Western Waste Industries September 1995 - December 1995
Skills
Equities, Debt, Mergers, Financial Analysis, Private Equity, Valuation, High Yield, LBO, Investment Banking, Capital Markets, Mergers & Acquisitions, Leveraged Finance, M&A experience, Hedge Funds, Corporate Development, Venture Capital, Corporate Finance, Capital, Financial Modeling, Management Consulting, Financial Structuring, Business Valuation, Emerging Markets, Fixed Income, Structured Finance, Due Diligence, IPO, Financial Advisory
Education
University of Chicago Graduate School of Business 1998 — 2000
MBA, Finance and Accounting
UCLA 1991 — 1995
BA, Economics
Julissa Sullivan Julissa Sullivan's Lehman Brothers Experience June 1999 - June 2001
Job Credit Officer at Office of the Georgia State Treasurer
Industry
Experience
Office of the Georgia State Treasurer November 2011 - Present
CIGNA August 2008 - September 2009
PITNEY BOWES INC June 2007 - September 2007
MIZUHO CORPORATE BANK, LTD. August 2003 - August 2006
LEHMAN BROTHERS June 1999 - June 2001
MORGAN STANLEY / NEW YORK STATE HOUSING FINANCE AGENCY May 1998 - April 1999
Education
The University of Connecticut School of Business 2006 — 2008
MBA, Finance and Management
New York University - Leonard N. Stern School of Business 1994 — 1998
BS, Finance and Marketing
Office of the Georgia State Treasurer November 2011 - Present
CIGNA August 2008 - September 2009
PITNEY BOWES INC June 2007 - September 2007
MIZUHO CORPORATE BANK, LTD. August 2003 - August 2006
LEHMAN BROTHERS June 1999 - June 2001
MORGAN STANLEY / NEW YORK STATE HOUSING FINANCE AGENCY May 1998 - April 1999
Education
The University of Connecticut School of Business 2006 — 2008
MBA, Finance and Management
New York University - Leonard N. Stern School of Business 1994 — 1998
BS, Finance and Marketing
Thomas Hagstrom, CFA's Lehman Brothers Experience June 1998 - June 2001
Job SVPInvestments at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments July 2011 - Present
State Street February 2008 - October 2010
RBS Greenwich Capital January 2005 - February 2008
State Street Research June 2001 - January 2005
Lehman Brothers June 1998 - June 2001
Credit Suisse June 1994 - June 1998
First Chicago Bank & Trust June 1991 - June 1994
United States Army May 1984 - October 1989
Skills
Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Derivatives, Trading, Emerging Markets, Alternative Investments, Series 7, Investment Strategies, Investments, Asset Allocation, Investment Management, Asset Management, Bloomberg, Mutual Funds, Capital Markets, Wealth Management, Bonds, Series 63, ETFs, Valuation
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
United States Military Academy at West Point 1980 — 1984
BS, Economics, Math
F-Squared Investments July 2011 - Present
State Street February 2008 - October 2010
RBS Greenwich Capital January 2005 - February 2008
State Street Research June 2001 - January 2005
Lehman Brothers June 1998 - June 2001
Credit Suisse June 1994 - June 1998
First Chicago Bank & Trust June 1991 - June 1994
United States Army May 1984 - October 1989
Skills
Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Derivatives, Trading, Emerging Markets, Alternative Investments, Series 7, Investment Strategies, Investments, Asset Allocation, Investment Management, Asset Management, Bloomberg, Mutual Funds, Capital Markets, Wealth Management, Bonds, Series 63, ETFs, Valuation
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
United States Military Academy at West Point 1980 — 1984
BS, Economics, Math
Dean Curnutt Dean Curnutt's Lehman Brothers Experience 1995 - 1999
Job CEO of Macro Risk Advisors
Industry Financial Services
Experience
Macro Risk Advisors 2008 - Present
Banc of America Securities 2001 - 2008
Lehman Brothers 1995 - 1999
Skills
Market Analysis, Equity Derivatives, Hedge Funds, Options, Derivatives, Equities, Trading, Portfolio Management, Proprietary Trading, Hedging, Alternative Investments, Financial Markets, Electronic Trading, Capital Markets, Structured Products, Fixed Income, Trading Systems, Trading Strategies, Equity Trading, Bloomberg
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Analytical Finance
Saint John's University 1987 — 1991
BA, Economics
Manhasset High School 1983 — 1987
Macro Risk Advisors 2008 - Present
Banc of America Securities 2001 - 2008
Lehman Brothers 1995 - 1999
Skills
Market Analysis, Equity Derivatives, Hedge Funds, Options, Derivatives, Equities, Trading, Portfolio Management, Proprietary Trading, Hedging, Alternative Investments, Financial Markets, Electronic Trading, Capital Markets, Structured Products, Fixed Income, Trading Systems, Trading Strategies, Equity Trading, Bloomberg
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Analytical Finance
Saint John's University 1987 — 1991
BA, Economics
Manhasset High School 1983 — 1987
Margie Brajdic Margie Brajdic's Lehman Brothers Experience March 1993 - March 2005
Job Manager funding structures at GE Capital
Industry Financial Services
Experience
GE Capital March 2005 - Present
Lehman Brothers March 1993 - March 2005
American Stock Exchange March 1990 - March 1993
Education
New York University - Leonard N. Stern School of Business 1992 — 1993
APCA, Accounting
The University of Chicago Booth School of Business 1987 — 1988
MBA, Finance, International Business
The University of Chicago 1983 — 1987
BA, Economics
GE Capital March 2005 - Present
Lehman Brothers March 1993 - March 2005
American Stock Exchange March 1990 - March 1993
Education
New York University - Leonard N. Stern School of Business 1992 — 1993
APCA, Accounting
The University of Chicago Booth School of Business 1987 — 1988
MBA, Finance, International Business
The University of Chicago 1983 — 1987
BA, Economics
Ron Antopolski Ron Antopolski's Lehman Brothers Experience July 2007 - October 2008
Job Program Manager / Senior Project Manager
Industry Information Technology and Services
Experience
TD September 2014 - Present
Barclays August 2010 - April 2013
Barclays June 2009 - August 2010
Barclays October 2008 - June 2009
Lehman Brothers July 2007 - October 2008
Reuters January 2007 - July 2007
Reuters March 2006 - December 2006
Skills
Fixed Income, Derivatives, Electronic Trading, Trading, Change Management, SQL, Bloomberg, FX, Excel, Sales Support, Series 7, Series 63, Bloomberg Terminal, Unix, MS Project, Visio, Sales Operations, Microsoft Excel, HTML 5, CSS3, jQuery Mobile, jQuery, JavaScript, Bootstrapping, Ruby on Rails, WordPress, PSD to Wordpress, Adobe Creative Suite, Illustrator, Photoshop, Interaction Design, Graphic Design, Motion Graphics, Clearing Houses, Product Management, Business Analysis, Project Management, Xcode, Objective-C, Object Oriented Design, UML, Sketching, Drawing, Copywriting, Market Data, Financial Markets, Back Office, FX Options
Education
Design Gym 2013 — 2014
General Assembly 2013 — 2014
The University of Akron 2003 — 2005
MBA
York University 1999 — 2003
BA
Design Gym
Design Gym
Design Gym
Design Gym
TD September 2014 - Present
Barclays August 2010 - April 2013
Barclays June 2009 - August 2010
Barclays October 2008 - June 2009
Lehman Brothers July 2007 - October 2008
Reuters January 2007 - July 2007
Reuters March 2006 - December 2006
Skills
Fixed Income, Derivatives, Electronic Trading, Trading, Change Management, SQL, Bloomberg, FX, Excel, Sales Support, Series 7, Series 63, Bloomberg Terminal, Unix, MS Project, Visio, Sales Operations, Microsoft Excel, HTML 5, CSS3, jQuery Mobile, jQuery, JavaScript, Bootstrapping, Ruby on Rails, WordPress, PSD to Wordpress, Adobe Creative Suite, Illustrator, Photoshop, Interaction Design, Graphic Design, Motion Graphics, Clearing Houses, Product Management, Business Analysis, Project Management, Xcode, Objective-C, Object Oriented Design, UML, Sketching, Drawing, Copywriting, Market Data, Financial Markets, Back Office, FX Options
Education
Design Gym 2013 — 2014
General Assembly 2013 — 2014
The University of Akron 2003 — 2005
MBA
York University 1999 — 2003
BA
Design Gym
Design Gym
Design Gym
Design Gym
George Bumstead's Lehman Brothers Experience June 2008 - December 2008
Job Senior Equity Trader at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management November 2014 - March 2015
MNS International, LLC October 2013 - 2014
J.P. Morgan June 2010 - October 2013
Nomura Securities 2008 - 2010
Lehman Brothers June 2008 - December 2008
Merrill Lynch 2000 - 2008
Skills
Equities, Trading, Portfolio Management, Equity Trading, Capital Markets, Financial Risk, Financial Markets, Investment Banking, Options Strategies, Proprietary Trading, Hedge Funds, Fixed Income, Spreadsheets, PowerPoint, Options, Fluent reading,..., Market Research, Foreign Languages, Bloomberg Software, Travel Planning, Adventure Travel, Management, Financial Analysis
Education
The University of British Columbia / UBC 1998 — 2002
Bachelor of Arts with Honors, History and International Relations, A
St. George's School, Vancouver 1994 — 1998
High School Diploma
Santa Fe Workshops
BMO Global Asset Management November 2014 - March 2015
MNS International, LLC October 2013 - 2014
J.P. Morgan June 2010 - October 2013
Nomura Securities 2008 - 2010
Lehman Brothers June 2008 - December 2008
Merrill Lynch 2000 - 2008
Skills
Equities, Trading, Portfolio Management, Equity Trading, Capital Markets, Financial Risk, Financial Markets, Investment Banking, Options Strategies, Proprietary Trading, Hedge Funds, Fixed Income, Spreadsheets, PowerPoint, Options, Fluent reading,..., Market Research, Foreign Languages, Bloomberg Software, Travel Planning, Adventure Travel, Management, Financial Analysis
Education
The University of British Columbia / UBC 1998 — 2002
Bachelor of Arts with Honors, History and International Relations, A
St. George's School, Vancouver 1994 — 1998
High School Diploma
Santa Fe Workshops
Ben Bullock Ben Bullock's Lehman Brothers Experience June 2004 - August 2004
Job Captain at Joint Chiefs of Staff Organization
Industry Military
Experience
Joint Chiefs of Staff Organization June 2014 - Present
White Oak Group August 2013 - June 2014
United States Air Force February 2012 - March 2013
Bullock Mannelly Partners August 2007 - February 2012
The Baker's Bay Golf and Ocean Club September 2008 - April 2011
Morgan Stanley Real Estate March 2006 - May 2007
Lehman Brothers June 2004 - August 2004
Skills
Military Operations, Financial Analysis, Financial Modeling, Business Strategy, Entrepreneurship, International Capital..., Equity Capital Markets, Real Estate Economics, DoD, Political Campaigns, Private Equity, Foreign Investment, Aircraft, Air Force, Electronic Warfare, Geopolitics, Foreign Policy Analysis, Quantitative Finance, Governmental Affairs, Valuation, Disposition, Due Diligence, Finance, Equities, Start-ups
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Georgia 2001 — 2005
Bachelor’s Degree, Terry College of Business - Investments and Securities
U.S. Air Force Officer Training School 2010 — 2010
Military Leadership
Marist High School 1996 — 2001
Aviation Atlanta 2007 — 2007
Private Pilot's License
Joint Chiefs of Staff Organization June 2014 - Present
White Oak Group August 2013 - June 2014
United States Air Force February 2012 - March 2013
Bullock Mannelly Partners August 2007 - February 2012
The Baker's Bay Golf and Ocean Club September 2008 - April 2011
Morgan Stanley Real Estate March 2006 - May 2007
Lehman Brothers June 2004 - August 2004
Skills
Military Operations, Financial Analysis, Financial Modeling, Business Strategy, Entrepreneurship, International Capital..., Equity Capital Markets, Real Estate Economics, DoD, Political Campaigns, Private Equity, Foreign Investment, Aircraft, Air Force, Electronic Warfare, Geopolitics, Foreign Policy Analysis, Quantitative Finance, Governmental Affairs, Valuation, Disposition, Due Diligence, Finance, Equities, Start-ups
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Georgia 2001 — 2005
Bachelor’s Degree, Terry College of Business - Investments and Securities
U.S. Air Force Officer Training School 2010 — 2010
Military Leadership
Marist High School 1996 — 2001
Aviation Atlanta 2007 — 2007
Private Pilot's License
Mark Kravietz, CFP®, CIMA®, CEPA Mark Kravietz, CFP®, CIMA®, CEPA's Lehman Brothers Experience 1989 - 1994
Job Managing Director, Private Wealth Manager, Partner at HighTower
Industry Financial Services
Experience
HighTower March 2013 - Present
UBS Financial Services Inc. June 1994 - March 2013
Lehman Brothers. 1989 - 1994
Skills
Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Estate Planning, Investment Strategies, Risk Management, Investment Policy..., Exit Strategies, Selling Businesses, Wealth Preservation..., Financial Analysis, Exit Planning, Multi-Generational..., Strategic Financial...
Education
State University of New York at Albany
Bachelor of Science (B.S.), Management Information Systems and Services
The University of Chicago Booth School of Business
University of Pennsylvania - The Wharton School
HighTower March 2013 - Present
UBS Financial Services Inc. June 1994 - March 2013
Lehman Brothers. 1989 - 1994
Skills
Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Estate Planning, Investment Strategies, Risk Management, Investment Policy..., Exit Strategies, Selling Businesses, Wealth Preservation..., Financial Analysis, Exit Planning, Multi-Generational..., Strategic Financial...
Education
State University of New York at Albany
Bachelor of Science (B.S.), Management Information Systems and Services
The University of Chicago Booth School of Business
University of Pennsylvania - The Wharton School
Christian Schettling Christian Schettling's Lehman Brothers Experience September 2002 - April 2006
Job Professional Break
Industry Banking
Experience
Societe Generale May 2006 - January 2010
Lehman Brothers September 2002 - April 2006
Merrill Lynch August 2000 - August 2002
HSBC Trinkaus & Burkhardt July 1997 - July 2000
Skills
Derivatives, Fixed Income, Portfolio Management, Interest Rate..., Structuring, Structured Products, Credit Derivatives, Exotic Derivatives, Options, Financial Structuring, Equity Derivatives, Hedge Funds, Structured Finance, Swaps, Investment Banking, Institutional..., Capital Markets, Financial Markets
Education
北京工业大学 2011 — 2011
汉语
The University of Bonn 1987 — 1996
Dr. rer. nat., Algebraic & Analytic Number Theory
Societe Generale May 2006 - January 2010
Lehman Brothers September 2002 - April 2006
Merrill Lynch August 2000 - August 2002
HSBC Trinkaus & Burkhardt July 1997 - July 2000
Skills
Derivatives, Fixed Income, Portfolio Management, Interest Rate..., Structuring, Structured Products, Credit Derivatives, Exotic Derivatives, Options, Financial Structuring, Equity Derivatives, Hedge Funds, Structured Finance, Swaps, Investment Banking, Institutional..., Capital Markets, Financial Markets
Education
北京工业大学 2011 — 2011
汉语
The University of Bonn 1987 — 1996
Dr. rer. nat., Algebraic & Analytic Number Theory
Mike Talaga, CFA's Lehman Brothers Experience June 2008 - August 2008
Job Global Research Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group May 2015 - Present
Bank of America Merrill Lynch April 2014 - May 2015
Bank of America Merrill Lynch August 2009 - April 2014
Lehman Brothers June 2008 - August 2008
FTN Financial February 2005 - August 2007
Goldman Sachs July 2003 - January 2005
Arthur Andersen / Huron Consulting Group August 2001 - July 2003
Skills
Investment Banking, Fixed Income, Structured Finance, Financial Modeling, Valuation, Capital Markets, Private Equity, Equities, Bloomberg, Due Diligence, LBO, Mergers & Acquisitions, Hedge Funds, Series 7, Series 63, Capital Structure, Leveraged Finance, Securities, Corporate Development, Commodity, Equity Research, Corporate Finance, Alternative Investments, Financial Structuring
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Accounting and Finance
Miami University (Ohio) 1997 — 2001
BS, Finance
Janus Capital Group May 2015 - Present
Bank of America Merrill Lynch April 2014 - May 2015
Bank of America Merrill Lynch August 2009 - April 2014
Lehman Brothers June 2008 - August 2008
FTN Financial February 2005 - August 2007
Goldman Sachs July 2003 - January 2005
Arthur Andersen / Huron Consulting Group August 2001 - July 2003
Skills
Investment Banking, Fixed Income, Structured Finance, Financial Modeling, Valuation, Capital Markets, Private Equity, Equities, Bloomberg, Due Diligence, LBO, Mergers & Acquisitions, Hedge Funds, Series 7, Series 63, Capital Structure, Leveraged Finance, Securities, Corporate Development, Commodity, Equity Research, Corporate Finance, Alternative Investments, Financial Structuring
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Accounting and Finance
Miami University (Ohio) 1997 — 2001
BS, Finance
Eisha Cheng's Lehman Brothers Experience 1999 - 2004
Job Broker: Real Estate and Business Assets Sales at RE/MAX
Industry Real Estate
Experience
RE/MAX 2014 - Present
Royal Pacific Realty 2010 - 2014
RE/MAX 2007 - 2009
Private Consultant 2004 - 2007
Lehman Brothers 1999 - 2004
Credit Suisse First Boston 1996 - 1999
Lehman Brothers 1993 - 1996
Skills
Sellers, Condos, Investment Properties, Real Estate Transactions, Investors, Residential Homes
Education
CFA Chartered Financial Analyst
The University of British Columbia
BComm, Logistics and Marketing
RE/MAX 2014 - Present
Royal Pacific Realty 2010 - 2014
RE/MAX 2007 - 2009
Private Consultant 2004 - 2007
Lehman Brothers 1999 - 2004
Credit Suisse First Boston 1996 - 1999
Lehman Brothers 1993 - 1996
Skills
Sellers, Condos, Investment Properties, Real Estate Transactions, Investors, Residential Homes
Education
CFA Chartered Financial Analyst
The University of British Columbia
BComm, Logistics and Marketing
Justin Golshir ★'s Lehman Brothers Experience June 2006 - December 2007
Job Entrepreneur, investor & startup advisor
Industry Internet
Experience
Techstars July 2015 - Present
Mid Industries May 2015 - Present
JustGo.com April 2012 - Present
GI Partners July 2010 - November 2011
Dubai International Capital January 2008 - June 2010
Lehman Brothers June 2006 - December 2007
United States Senate - U.S. Senator Saxby Chambliss (R-GA) January 2006 - May 2006
Skills
Private Equity, Venture Capital, Mergers, Leisure, Valuation, Financial Modeling, Due Diligence, Investments, Real Estate, Financial Analysis, Strategic Planning, Restructuring, LBO, Buyouts, Corporate Finance, Investment Banking, Music, Debt, M&A experience, Structuring, Capital Markets, High Yield, Leveraged Finance, Buy-side, Entrepreneurship, Financial Structuring, Mergers & Acquisitions, Portfolio Management, Corporate Development, Marketing, Start-ups, Finance, Strategy
Education
The University of Georgia 2001 — 2005
BBA, AB, Finance and International Affairs w/ Honors
Techstars July 2015 - Present
Mid Industries May 2015 - Present
JustGo.com April 2012 - Present
GI Partners July 2010 - November 2011
Dubai International Capital January 2008 - June 2010
Lehman Brothers June 2006 - December 2007
United States Senate - U.S. Senator Saxby Chambliss (R-GA) January 2006 - May 2006
Skills
Private Equity, Venture Capital, Mergers, Leisure, Valuation, Financial Modeling, Due Diligence, Investments, Real Estate, Financial Analysis, Strategic Planning, Restructuring, LBO, Buyouts, Corporate Finance, Investment Banking, Music, Debt, M&A experience, Structuring, Capital Markets, High Yield, Leveraged Finance, Buy-side, Entrepreneurship, Financial Structuring, Mergers & Acquisitions, Portfolio Management, Corporate Development, Marketing, Start-ups, Finance, Strategy
Education
The University of Georgia 2001 — 2005
BBA, AB, Finance and International Affairs w/ Honors
Jason Kesner Jason Kesner's Lehman Brothers Experience June 2006 - September 2008
Job Senior Analyst
Industry Investment Management
Experience
Värde Partners August 2014 - Present
Z Capital Partners, L.L.C. June 2013 - August 2013
KRG Capital July 2009 - July 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers June 2006 - September 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Michigan 2002 — 2006
Undergraduate, Business
Värde Partners August 2014 - Present
Z Capital Partners, L.L.C. June 2013 - August 2013
KRG Capital July 2009 - July 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers June 2006 - September 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Michigan 2002 — 2006
Undergraduate, Business
Andrew Riley Andrew Riley's Lehman Brothers Experience June 2001 - September 2001
Job Senior PM
Industry Investment Management
Experience
Self Employed October 2014 - Present
Vestmark July 2012 - October 2014
Self Employed December 2010 - July 2012
StatPro Group Plc March 2008 - December 2010
Performa Consultants October 2004 - March 2008
Société Générale Corporate and Investment Banking December 2003 - October 2004
Russell/Mellon Combined Actuarial Performance Services June 2002 - December 2003
Lehman Brothers June 2001 - September 2001
Skills
Portfolio Management, Risk Management, Investments, Software Project..., Asset Managment, Performance Measurement, Asset Management, Financial Services, Account Management, Securities, Derivatives, Microsoft Office, Business Process..., Financial Reporting, MS Project, Business Analysis, Equities, Performance Attribution, Quality Assurance, Financial Analysis, Asset Allocation, Visio, Microsoft SQL Server, Performance Analysis, GIPS, Hedge Funds, Systems Analysis, Client Services, SharePoint, Adobe Creative Suite, Financial Systems..., Data Visualization, Technical Presales, Technical Writing, Performance..., Salesforce.com, Atlassian JIRA, Confluence, Fixed Income, Finance, Mutual Funds, Wealth Management, Trading Systems, Automation, Investment Performance, Portfolio Performance..., Momentum Trading, XML, SQL, ETL Tools
Education
The University of Manchester 1999 — 2002
B.A. (Honors), Economics
Self Employed October 2014 - Present
Vestmark July 2012 - October 2014
Self Employed December 2010 - July 2012
StatPro Group Plc March 2008 - December 2010
Performa Consultants October 2004 - March 2008
Société Générale Corporate and Investment Banking December 2003 - October 2004
Russell/Mellon Combined Actuarial Performance Services
Lehman Brothers June 2001 - September 2001
Skills
Portfolio Management, Risk Management, Investments, Software Project..., Asset Managment, Performance Measurement, Asset Management, Financial Services, Account Management, Securities, Derivatives, Microsoft Office, Business Process..., Financial Reporting, MS Project, Business Analysis, Equities, Performance Attribution, Quality Assurance, Financial Analysis, Asset Allocation, Visio, Microsoft SQL Server, Performance Analysis, GIPS, Hedge Funds, Systems Analysis, Client Services, SharePoint, Adobe Creative Suite, Financial Systems..., Data Visualization, Technical Presales, Technical Writing, Performance..., Salesforce.com, Atlassian JIRA, Confluence, Fixed Income, Finance, Mutual Funds, Wealth Management, Trading Systems, Automation, Investment Performance, Portfolio Performance..., Momentum Trading, XML, SQL, ETL Tools
Education
The University of Manchester 1999 — 2002
B.A. (Honors), Economics
Dina Golas Dina Golas's Lehman Brothers Experience 1993 - 1996
Job Director at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2012 - Present
Morgan Keegan May 2008 - April 2012
JPMorgan July 1996 - May 2008
Lehman Brothers 1993 - 1996
Skills
Equity Research, Equities, Series 63, Investment Banking, Fixed Income, Series 24, Equity Capital Markets, Capital Markets, Hedge Funds, Equity Valuation, Equity Trading, Trading Systems, Bonds, Options, Valuation, Securities, Series 7, Series 8
Education
The University of Connecticut School of Business 1990 — 1993
MBA
Union College 1985 — 1989
Bachelor of Science (B.S.), Economics
Robert W. Baird & Co. May 2012 - Present
Morgan Keegan May 2008 - April 2012
JPMorgan July 1996 - May 2008
Lehman Brothers 1993 - 1996
Skills
Equity Research, Equities, Series 63, Investment Banking, Fixed Income, Series 24, Equity Capital Markets, Capital Markets, Hedge Funds, Equity Valuation, Equity Trading, Trading Systems, Bonds, Options, Valuation, Securities, Series 7, Series 8
Education
The University of Connecticut School of Business 1990 — 1993
MBA
Union College 1985 — 1989
Bachelor of Science (B.S.), Economics
Scott Engstrom Scott Engstrom's Lehman Brothers Experience June 1995 - August 1995
Job V.P. Corporate Strategy & Business Development at GridX, Inc.
Industry Information Technology and Services
Experience
GridX, Inc. June 2011 - Present
Blenheim Capital Management, LLC May 2007 - January 2010
Satellite Asset Management June 2005 - March 2007
Hamilton Investment Mangement/Hamilton Partners December 1997 - February 2005
Franklin Templeton Investments August 1996 - November 1997
Lehman Brothers June 1995 - August 1995
Franklin Templeton Investments June 1991 - August 1994
Franklin Templeton Investments June 1990 - May 1991
Skills
Financial Modeling, Investments, Strategic Analysis, Competitive Analysis, Equities, Team Leadership, Fundraising, Scenario Analysis, Business Strategy, Business Development, Portfolio Management, Analysis, Trading, Mergers & Acquisitions, Mutual Funds, Investment Banking, Securities, Valuation, Start-ups, Asset Management, Management
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Accounting and Finance
University of Wisconsin-Madison 1985 — 1990
BS, Economics and Communication Arts
GridX, Inc. June 2011 - Present
Blenheim Capital Management, LLC May 2007 - January 2010
Satellite Asset Management June 2005 - March 2007
Hamilton Investment Mangement/Hamilton Partners December 1997 - February 2005
Franklin Templeton Investments August 1996 - November 1997
Lehman Brothers June 1995 - August 1995
Franklin Templeton Investments June 1991 - August 1994
Franklin Templeton Investments June 1990 - May 1991
Skills
Financial Modeling, Investments, Strategic Analysis, Competitive Analysis, Equities, Team Leadership, Fundraising, Scenario Analysis, Business Strategy, Business Development, Portfolio Management, Analysis, Trading, Mergers & Acquisitions, Mutual Funds, Investment Banking, Securities, Valuation, Start-ups, Asset Management, Management
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Accounting and Finance
University of Wisconsin-Madison 1985 — 1990
BS, Economics and Communication Arts
Sachin Chexal's Lehman Brothers Experience 2003 - 2007
Job Vice President at TCW
Industry Internet
Experience
TCW February 2014 - Present
eBay 2012 - 2014
Sandell Asset Management 2008 - 2010
Lehman Brothers 2003 - 2007
Skills
Financial Modeling, Venture Capital, Business Development, Corporate Finance, Analytics, Finance, Strategic Partnerships, Financial Analysis, Competitive Analysis, Project Finance, Due Diligence, Business Valuation, Credit, Mergers & Acquisitions, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Entrepreneurship, Strategic Management
University of California, Los Angeles 1998 — 2002
BA, Economics
TCW February 2014 - Present
eBay 2012 - 2014
Sandell Asset Management 2008 - 2010
Lehman Brothers 2003 - 2007
Skills
Financial Modeling, Venture Capital, Business Development, Corporate Finance, Analytics, Finance, Strategic Partnerships, Financial Analysis, Competitive Analysis, Project Finance, Due Diligence, Business Valuation, Credit, Mergers & Acquisitions, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Entrepreneurship, Strategic Management
University of California, Los Angeles 1998 — 2002
BA, Economics
Daniel Schweihs Daniel Schweihs's Lehman Brothers Experience October 1981 - April 1984
Job Executive Director at http://SolutionsRetreat.org/
Industry Financial Services
Experience
http://SolutionsRetreat.org/ December 2010 - Present
Agents' Mortgage January 2003 - December 2010
Disciplined Investment Advisors, Inc. April 1984 - June 1996
Lehman Brothers October 1981 - April 1984
Dean Witter January 1980 - October 1981
Skills
Mortgage Lending, Real Estate, Start-ups, Loans, Strategic Planning, FHA, Investments, Management, New Business Development, Finance, Selling, Marketing, Investment Properties, Corporate Finance, Small Business, Mortgage Banking, Residential Mortgages, Credit, Financial Analysis, Loan Origination, Refinance, Accounting, First Time Home Buyers, Sales, Sales Management, USDA, Reverse Mortgages, Banking, Foreclosures, VA loans, Residential Homes, Investors, Referrals, Short Sales, Underwriting
Education
The University of Chicago Booth School of Business 1978 — 1979
MBA, Finance, Economics
Rose-Hulman Institute
BS, Mechanical Engineering
http://SolutionsRetreat.org/ December 2010 - Present
Agents' Mortgage January 2003 - December 2010
Disciplined Investment Advisors, Inc. April 1984 - June 1996
Lehman Brothers October 1981 - April 1984
Dean Witter January 1980 - October 1981
Skills
Mortgage Lending, Real Estate, Start-ups, Loans, Strategic Planning, FHA, Investments, Management, New Business Development, Finance, Selling, Marketing, Investment Properties, Corporate Finance, Small Business, Mortgage Banking, Residential Mortgages, Credit, Financial Analysis, Loan Origination, Refinance, Accounting, First Time Home Buyers, Sales, Sales Management, USDA, Reverse Mortgages, Banking, Foreclosures, VA loans, Residential Homes, Investors, Referrals, Short Sales, Underwriting
Education
The University of Chicago Booth School of Business 1978 — 1979
MBA, Finance, Economics
Rose-Hulman Institute
BS, Mechanical Engineering
Jeff Kilinski Jeff Kilinski's Lehman Brothers Experience 2002 - 2005
Job Financial Services | Business Development | Strategic Selling| Relationship Building | Product Development
Industry Financial Services
Experience
Nadex 2014 - 2015
Wells Fargo Securities 2013 - 2014
CME Group 2005 - 2013
Lehman Brothers 2002 - 2005
JP Morgan 1993 - 2002
United States Air Force 1982 - 1986
Skills
Options, Derivatives, Fixed Income, Hedge Funds, Trading, Trading Systems, Electronic Trading, Financial Markets, Risk Management, Interest Rate..., Investments, Hedging, Swaps, Business Development, Sales, Relationship Building
Education
The University of Chicago - Booth School of Business
MBA, Finance and Policy, Dean's List
University of Notre Dame
BS, Aerospace Engineering
Nadex 2014 - 2015
Wells Fargo Securities 2013 - 2014
CME Group 2005 - 2013
Lehman Brothers 2002 - 2005
JP Morgan 1993 - 2002
United States Air Force 1982 - 1986
Skills
Options, Derivatives, Fixed Income, Hedge Funds, Trading, Trading Systems, Electronic Trading, Financial Markets, Risk Management, Interest Rate..., Investments, Hedging, Swaps, Business Development, Sales, Relationship Building
Education
The University of Chicago - Booth School of Business
MBA, Finance and Policy, Dean's List
University of Notre Dame
BS, Aerospace Engineering
Alex Bryan Alex Bryan's Lehman Brothers Experience January 2007 - May 2007
Job Research Analyst at Morningstar
Industry Financial Services
Experience
Morningstar August 2012 - Present
Morningstar June 2011 - August 2012
Morningstar November 2009 - May 2011
Morningstar July 2008 - October 2009
Washington University Center for Research in Economics and Strategy June 2007 - August 2007
Lehman Brothers January 2007 - May 2007
Skills
Asset Allocation, Capital Markets, Valuation, Mutual Funds, Equities, Data Analysis, Financial Modeling, Strategy, Fixed Income, Financial Analysis, Morningstar Direct, Investments, Quantitative Analytics, Portfolio Management, Finance, Asset Management, Hedge Funds
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting, Entrepreneurship
Washington University in St. Louis 2004 — 2008
BA, Economics, Finance
Morningstar August 2012 - Present
Morningstar June 2011 - August 2012
Morningstar November 2009 - May 2011
Morningstar July 2008 - October 2009
Washington University Center for Research in Economics and Strategy June 2007 - August 2007
Lehman Brothers January 2007 - May 2007
Skills
Asset Allocation, Capital Markets, Valuation, Mutual Funds, Equities, Data Analysis, Financial Modeling, Strategy, Fixed Income, Financial Analysis, Morningstar Direct, Investments, Quantitative Analytics, Portfolio Management, Finance, Asset Management, Hedge Funds
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting, Entrepreneurship
Washington University in St. Louis 2004 — 2008
BA, Economics, Finance
Douglas Macnab Douglas Macnab's Lehman Brothers Experience March 2008 - September 2008
Job Program Manager at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2013 - Present
Barclays Capital March 2008 - July 2013
Lehman Brothers March 2008 - September 2008
Various Companies April 2003 - June 2007
Accenture January 2001 - September 2002
Barclays Stockbrokers January 1998 - September 1999
Skills
Project Management, Business Analysis, PMO, Project Portfolio..., PRINCE2, Business Transformation, Program Management, IT Strategy, Project Planning, Trading Systems, Change Management, Management, Testing, SDLC, Project Delivery, Software Project..., Requirements Gathering, Governance, Business Process..., PMP, Requirements Analysis, Stakeholder Management, Vendor Management
Education
The University of Stirling 1999 — 2000
MSc, Information Systems Management
The University of Glasgow 1994 — 1997
MA, English, Psychology
RBC Capital Markets September 2013 - Present
Barclays Capital March 2008 - July 2013
Lehman Brothers March 2008 - September 2008
Various Companies April 2003 - June 2007
Accenture January 2001 - September 2002
Barclays Stockbrokers January 1998 - September 1999
Skills
Project Management, Business Analysis, PMO, Project Portfolio..., PRINCE2, Business Transformation, Program Management, IT Strategy, Project Planning, Trading Systems, Change Management, Management, Testing, SDLC, Project Delivery, Software Project..., Requirements Gathering, Governance, Business Process..., PMP, Requirements Analysis, Stakeholder Management, Vendor Management
Education
The University of Stirling 1999 — 2000
MSc, Information Systems Management
The University of Glasgow 1994 — 1997
MA, English, Psychology
Stephanie Genung Stephanie Genung's Lehman Brothers Experience 1996 - 1998
Job Vice President/Senior Treasury Trader
Industry Financial Services
Experience
Wells Fargo 2007 - Present
Wells Fargo 2004 - 2007
Piper Jaffray 1998 - 2003
Lehman Brothers 1996 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Series 7, Series 63, Trading, Securities, Bloomberg, Government Securities, Municipal Bonds, Investments, Interest Rates, Electronic Trading, Trading Strategies, Risk Management, Interest Rate Risk..., Hedging
Education
The University of North Dakota 1988 — 1992
BA, Political Science, Criminal Justice
Wells Fargo 2007 - Present
Wells Fargo 2004 - 2007
Piper Jaffray 1998 - 2003
Lehman Brothers 1996 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Series 7, Series 63, Trading, Securities, Bloomberg, Government Securities, Municipal Bonds, Investments, Interest Rates, Electronic Trading, Trading Strategies, Risk Management, Interest Rate Risk..., Hedging
Education
The University of North Dakota 1988 — 1992
BA, Political Science, Criminal Justice
Neel Mehta Neel Mehta's Lehman Brothers Experience March 2004 - March 2006
Job Senior Vice President at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets September 2014 - Present
Bank of America May 2010 - April 2014
J.P. Morgan May 2006 - March 2010
Lehman Brothers March 2004 - March 2006
ABN AMRO Bank N.V. August 1997 - February 2004
Skills
FX trading, FX Options, Data Analysis, Derivatives, Trading Strategies, Index Options, Fixed Income, Hedging, Hedge Funds, Options, Risk Management, FX Trading
Education
The University of Chicago Booth School of Business 2001 — 2004
Master of Business Administration (MBA), International Finance
University of Michigan 1993 — 1997
Bachelor of Arts (B.A.), Economics
HSBC Global Banking and Markets September 2014 - Present
Bank of America May 2010 - April 2014
J.P. Morgan May 2006 - March 2010
Lehman Brothers March 2004 - March 2006
ABN AMRO Bank N.V. August 1997 - February 2004
Skills
FX trading, FX Options, Data Analysis, Derivatives, Trading Strategies, Index Options, Fixed Income, Hedging, Hedge Funds, Options, Risk Management, FX Trading
Education
The University of Chicago Booth School of Business 2001 — 2004
Master of Business Administration (MBA), International Finance
University of Michigan 1993 — 1997
Bachelor of Arts (B.A.), Economics
Craig Sinon Craig Sinon's Lehman Brothers Experience December 2001 - May 2003
Job SBA Division Manager Magyar Bank
Industry Banking
Experience
Magyar Bank September 2014 - Present
Noah Bank October 2013 - September 2014
Wells Fargo January 2011 - October 2013
Sterling Bank May 2003 - September 2010
Lehman Brothers December 2001 - May 2003
Zions Bank December 1996 - December 2001
The Money Store April 1995 - December 1996
Old Colony Mortgage Corp. January 1992 - May 1995
Shawmut National Bank January 1988 - January 1992
Skills
Loans, SBA, Credit, Credit Analysis, Loan Origination, Mortgage Lending, Commercial Mortgages, Banking, Mergers & Acquisitions, Small Business Lending, New Business Development, Finance, Portfolio Management, Underwriting, Real Estate, Small Business, Commercial Lending, Management, Business Development, Analysis, Sales, Training, Commercial Banking, Asset Based Lending, Loan Servicing, Lines Of Credit, SBA 504, Construction Loans, Financial Structuring
Education
The University of Connecticut School of Business 1983 — 1987
BA, Finance/Accounting
University of Connecticut
Magyar Bank September 2014 - Present
Noah Bank October 2013 - September 2014
Wells Fargo January 2011 - October 2013
Sterling Bank May 2003 - September 2010
Lehman Brothers December 2001 - May 2003
Zions Bank December 1996 - December 2001
The Money Store April 1995 - December 1996
Old Colony Mortgage Corp. January 1992 - May 1995
Shawmut National Bank January 1988 - January 1992
Skills
Loans, SBA, Credit, Credit Analysis, Loan Origination, Mortgage Lending, Commercial Mortgages, Banking, Mergers & Acquisitions, Small Business Lending, New Business Development, Finance, Portfolio Management, Underwriting, Real Estate, Small Business, Commercial Lending, Management, Business Development, Analysis, Sales, Training, Commercial Banking, Asset Based Lending, Loan Servicing, Lines Of Credit, SBA 504, Construction Loans, Financial Structuring
Education
The University of Connecticut School of Business 1983 — 1987
BA, Finance/Accounting
University of Connecticut
Josh Weiss Josh Weiss's Lehman Brothers Experience July 2007 - September 2008
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
Lightbank September 2015 - Present
University of Chicago Booth School of Business August 2015 - Present
Bluegala August 2015 - Present
Primary Venture Partners June 2015 - August 2015
Bluegala May 2009 - August 2015
alight May 2012 - June 2015
alight January 2009 - April 2009
Lehman Brothers July 2007 - September 2008
UBS Investment Bank June 2006 - August 2006
Skills
Entrepreneurship, E-commerce, Strategy, Start-ups, Apparel, Financial Modeling, Business Development, Online Marketing, Online Advertising, Marketing, Business Strategy, Valuation, Social Media Marketing, Mergers & Acquisitions, Retail, Strategic Partnerships, Market Research, Marketing Strategy, High Yield Bonds, Analytics, Email Marketing, SEO, Lead Generation, SEM, Competitive Analysis, Brand Development, Digital Strategy, Web Analytics, Affiliate Marketing, Google Analytics, Customer Acquisition, Corporate Development, Search Advertising, Conversion Optimization, Multivariate Testing, A/B Testing, Multi-channel Marketing, Google Adwords, Venture Capital, Social Media, Due Diligence, Digital Marketing
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA), Entrepreneurship & Finance
University of Virginia - McIntire School of Commerce
Bachelor of Science (B.S.) Commerce, Concentration in Finance
Syosset HS
Lightbank September 2015 - Present
University of Chicago Booth School of Business August 2015 - Present
Bluegala August 2015 - Present
Primary Venture Partners June 2015 - August 2015
Bluegala May 2009 - August 2015
alight May 2012 - June 2015
alight January 2009 - April 2009
Lehman Brothers July 2007 - September 2008
UBS Investment Bank June 2006 - August 2006
Skills
Entrepreneurship, E-commerce, Strategy, Start-ups, Apparel, Financial Modeling, Business Development, Online Marketing, Online Advertising, Marketing, Business Strategy, Valuation, Social Media Marketing, Mergers & Acquisitions, Retail, Strategic Partnerships, Market Research, Marketing Strategy, High Yield Bonds, Analytics, Email Marketing, SEO, Lead Generation, SEM, Competitive Analysis, Brand Development, Digital Strategy, Web Analytics, Affiliate Marketing, Google Analytics, Customer Acquisition, Corporate Development, Search Advertising, Conversion Optimization, Multivariate Testing, A/B Testing, Multi-channel Marketing, Google Adwords, Venture Capital, Social Media, Due Diligence, Digital Marketing
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA), Entrepreneurship & Finance
University of Virginia - McIntire School of Commerce
Bachelor of Science (B.S.) Commerce, Concentration in Finance
Syosset HS
R Stuart McIntyre R Stuart McIntyre's Lehman Brothers Experience June 2008 - September 2008
Job Vice President, Investment Banking Division, Natural Resources at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank January 2015 - Present
Barclays Investment Bank August 2011 - December 2014
Barclays Investment Bank October 2008 - August 2011
Lehman Brothers June 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Private Equity, Bloomberg
Education
University of Richmond 2004 — 2008
BA, Leadership Studies, Business Administration
The University of Queensland
Barclays Investment Bank January 2015 - Present
Barclays Investment Bank August 2011 - December 2014
Barclays Investment Bank October 2008 - August 2011
Lehman Brothers June 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Private Equity, Bloomberg
Education
University of Richmond 2004 — 2008
BA, Leadership Studies, Business Administration
The University of Queensland
Sam Reid Sam Reid's Lehman Brothers Experience July 2008 - September 2008
Job
Industry Financial Services
Experience
Barclays Investment Bank March 2015 - August 2015
Barclays Investment Bank March 2012 - March 2015
Barclays Investment Bank July 2009 - March 2012
Lehman Brothers July 2008 - September 2008
Consolidated Container Company May 2007 - August 2007
Education
University of Pennsylvania 2006 — 2008
Bachelor’s Degree
The University of Georgia 2005 — 2006
Barclays Investment Bank March 2015 - August 2015
Barclays Investment Bank March 2012 - March 2015
Barclays Investment Bank July 2009 - March 2012
Lehman Brothers July 2008 - September 2008
Consolidated Container Company May 2007 - August 2007
Education
University of Pennsylvania 2006 — 2008
Bachelor’s Degree
The University of Georgia 2005 — 2006
Jack Draughon Jack Draughon's Lehman Brothers Experience August 1996 - February 1998
Job Chief Development Officer and Healthcare Executive
Industry Hospital & Health Care
Experience
Halcyon Healthcare August 2010 - Present
Arcapita Inc. 1998 - 2010
Lehman Brothers August 1996 - February 1998
Skills
Healthcare, Mergers, Venture Capital, Capital, Health, Aquisition, Home Care, Hospice, Business Strategy, Healthcare Management, Corporate Development, Valuation, Mergers & Acquisitions, Investments, Strategic Planning, Portfolio Management, Executive Management, Business Development, Corporate Finance, M&A experience, Management Consulting, New Business Development, Finance, Business Planning, Strategy, Investment Banking, Due Diligence, Financial Modeling, Leadership, Entrepreneurship, Marketing Strategy, Start-ups, Medicare, Private Equity, Restructuring, Acquisition Integration
Education
The University of Georgia 1992 — 1996
BBA, Economics
University of Georgia - Terry College of Business 1992 — 1996
BBA, Economics
Halcyon Healthcare August 2010 - Present
Arcapita Inc. 1998 - 2010
Lehman Brothers August 1996 - February 1998
Skills
Healthcare, Mergers, Venture Capital, Capital, Health, Aquisition, Home Care, Hospice, Business Strategy, Healthcare Management, Corporate Development, Valuation, Mergers & Acquisitions, Investments, Strategic Planning, Portfolio Management, Executive Management, Business Development, Corporate Finance, M&A experience, Management Consulting, New Business Development, Finance, Business Planning, Strategy, Investment Banking, Due Diligence, Financial Modeling, Leadership, Entrepreneurship, Marketing Strategy, Start-ups, Medicare, Private Equity, Restructuring, Acquisition Integration
Education
The University of Georgia 1992 — 1996
BBA, Economics
University of Georgia - Terry College of Business 1992 — 1996
BBA, Economics
Orna Albus (Hellerman) Orna Albus (Hellerman)'s Lehman Brothers Experience June 2008 - August 2008
Job Marketing at U.S. Bank
Industry Financial Services
Experience
U.S. Bank February 2015 - Present
American Express February 2012 - May 2014
American Express August 2009 - January 2012
Lehman Brothers June 2008 - August 2008
BearingPoint Consulting July 2002 - April 2007
Arthur Andersen September 2001 - June 2002
Skills
Business Strategy, Corporate Finance, Financial Modeling
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
New York University - Leonard N. Stern School of Business 1997 — 2001
BS, Marketing and Information Systems
U.S. Bank February 2015 - Present
American Express February 2012 - May 2014
American Express August 2009 - January 2012
Lehman Brothers June 2008 - August 2008
BearingPoint Consulting July 2002 - April 2007
Arthur Andersen September 2001 - June 2002
Skills
Business Strategy, Corporate Finance, Financial Modeling
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
New York University - Leonard N. Stern School of Business 1997 — 2001
BS, Marketing and Information Systems
Florent Charpin Florent Charpin's Lehman Brothers Experience April 2005 - September 2006
Job VP, Emerging Markets IT at HSBC
Industry Investment Banking
Experience
HSBC September 2006 - Present
Lehman Brothers April 2005 - September 2006
Summit Systems Inc August 1999 - April 2005
Man Investments Products March 1996 - July 1999
Skills
Trading Systems, Risk Management, Equity Derivatives, Derivatives, Capital Markets, Business Analysis, Fixed Income, Equities, Corporate Finance, FX Options, Financial Markets, Investment Banking, Electronic Trading, Financial Risk, Banking, Valuation
Education
The University of Manchester 1994 — 1995
MSc, Computer Science
The University of Manchester 1991 — 1993
BSc, Computer Science
HSBC September 2006 - Present
Lehman Brothers April 2005 - September 2006
Summit Systems Inc August 1999 - April 2005
Man Investments Products March 1996 - July 1999
Skills
Trading Systems, Risk Management, Equity Derivatives, Derivatives, Capital Markets, Business Analysis, Fixed Income, Equities, Corporate Finance, FX Options, Financial Markets, Investment Banking, Electronic Trading, Financial Risk, Banking, Valuation
Education
The University of Manchester 1994 — 1995
MSc, Computer Science
The University of Manchester 1991 — 1993
BSc, Computer Science
Brian Choi, CFA's Lehman Brothers Experience April 2004 - August 2008
Job Vice President Finance and Business Development
Industry Investment Management
Experience
Woerner Holdings, Inc. April 2015 - Present
Ernst & Young March 2010 - April 2015
Lehman Brothers April 2004 - August 2008
Goldman Sachs June 2003 - April 2004
Skills
Portfolio Management, Valuation, Financial Analysis, Capital Markets, Equities, Risk Management
Education
The University of British Columbia / UBC
Bachelor of Commerce (B.Com.), Finance, Portfolio Management
Woerner Holdings, Inc. April 2015 - Present
Ernst & Young March 2010 - April 2015
Lehman Brothers April 2004 - August 2008
Goldman Sachs June 2003 - April 2004
Skills
Portfolio Management, Valuation, Financial Analysis, Capital Markets, Equities, Risk Management
Education
The University of British Columbia / UBC
Bachelor of Commerce (B.Com.), Finance, Portfolio Management
Michael Friedmeyer Michael Friedmeyer's Lehman Brothers Experience March 2004 - October 2008
Job Senior Operations Analyst with JM&A Group / JM Family Enterprises
Industry Automotive
Experience
JM Family Enterprises September 2012 - Present
CRL Management, LLC March 2009 - March 2011
Lehman Brothers March 2004 - October 2008
Harris Associates November 2002 - February 2004
Harris Associates, LP June 2001 - November 2002
William Blair and Company January 2000 - June 2001
Skills
Account Reconciliation, Bloomberg, DTC, Excel, Financial Modeling, Group Presentations, Oasys, OMGEO, P&L responsibility, Pivot Tables, PowerPoint, Public Speaking, Regulatory Reporting, Thompson One, Word, Writing Skills, Microsoft Word, Microsoft Excel, Equities, Process Improvement, Mutual Funds, Access, Financial Analysis, Financial Risk
Education
University of Florida 2011 — 2012
Master of Business Administration (MBA), Finance, Security Analysis, 3.8
University of Kansas 1996 — 1999
Bachelor, Economics
JM Family Enterprises September 2012 - Present
CRL Management, LLC March 2009 - March 2011
Lehman Brothers March 2004 - October 2008
Harris Associates November 2002 - February 2004
Harris Associates, LP June 2001 - November 2002
William Blair and Company January 2000 - June 2001
Skills
Account Reconciliation, Bloomberg, DTC, Excel, Financial Modeling, Group Presentations, Oasys, OMGEO, P&L responsibility, Pivot Tables, PowerPoint, Public Speaking, Regulatory Reporting, Thompson One, Word, Writing Skills, Microsoft Word, Microsoft Excel, Equities, Process Improvement, Mutual Funds, Access, Financial Analysis, Financial Risk
Education
University of Florida 2011 — 2012
Master of Business Administration (MBA), Finance, Security Analysis, 3.8
University of Kansas 1996 — 1999
Bachelor, Economics
Jason Wilson Jason Wilson's Lehman Brothers Experience August 1999 - September 2004
Job Managing Director at Prospect Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
Prospect Capital Management, LLC April 2008 - Present
UBS Investment Bank September 2004 - April 2008
Lehman Brothers August 1999 - September 2004
Education
The University of Chicago Booth School of Business 1997 — 1999
University of Notre Dame 1990 — 1994
B.S., Mechanical Engineering
Prospect Capital Management, LLC April 2008 - Present
UBS Investment Bank September 2004 - April 2008
Lehman Brothers August 1999 - September 2004
Education
The University of Chicago Booth School of Business 1997 — 1999
University of Notre Dame 1990 — 1994
B.S., Mechanical Engineering
Christopher Sztam's Lehman Brothers Experience 1994 - 1999
Job Equities Division at Guggenheim Partners
Industry Capital Markets
Experience
Barclays Investment Bank February 2008 - May 2014
Booz & Company 2006 - 2008
Merriman Curhan Ford 2004 - 2006
UBS Investment Bank 2002 - 2004
Goldman Sachs & Company 1999 - 2002
Lehman Brothers 1994 - 1999
Skills
Equities, Capital Markets, Business Transformation, Asset Managment, Acquisition Integration, Financial Services, Trading, Hedging, Strategic Consulting, Investment Banking, Corporate Development, Valuation, Financial Modeling, Asset Management, Hedge Funds, Fixed Income, Options, Mergers & Acquisitions, Strategy, Investments, Investor Relations, Start-ups, Finance, Business Strategy, Management
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Finance & Accounting
Fairleigh Dickinson University-Metropolitan Campus
BS, Finance & Accounting
Barclays Investment Bank February 2008 - May 2014
Booz & Company 2006 - 2008
Merriman Curhan Ford 2004 - 2006
UBS Investment Bank 2002 - 2004
Goldman Sachs & Company 1999 - 2002
Lehman Brothers 1994 - 1999
Skills
Equities, Capital Markets, Business Transformation, Asset Managment, Acquisition Integration, Financial Services, Trading, Hedging, Strategic Consulting, Investment Banking, Corporate Development, Valuation, Financial Modeling, Asset Management, Hedge Funds, Fixed Income, Options, Mergers & Acquisitions, Strategy, Investments, Investor Relations, Start-ups, Finance, Business Strategy, Management
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Finance & Accounting
Fairleigh Dickinson University-Metropolitan Campus
BS, Finance & Accounting
Kelly Sandefer Kelly Sandefer's Lehman Brothers Experience July 2007 - September 2008
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Barclays Wealth September 2009 - February 2012
Barclays Capital September 2008 - September 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Analysis, Insurance, Investments
Education
The University of Georgia 2003 — 2007
BA, Finance, Marketing
University of Georgia - Terry College of Business 2003 — 2007
Morgan Stanley February 2012 - Present
Barclays Wealth September 2009 - February 2012
Barclays Capital September 2008 - September 2009
Lehman Brothers July 2007 - September 2008
Skills
Financial Analysis, Insurance, Investments
Education
The University of Georgia 2003 — 2007
BA, Finance, Marketing
University of Georgia - Terry College of Business 2003 — 2007
Tej Shah's Lehman Brothers Experience 2004 - 2006
Job Managing Director, Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital 2010 - Present
OATS Older Adults Technology Services July 2012 - Present
N-Squared Growth Capital 2011 - Present
Table Rock Capital 2008 - 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers June 2003 - August 2003
PricewaterhouseCoopers 1998 - 2002
Skills
Private Equity, Investment Banking, Mergers, LBO, Leveraged Finance, IPO, Credit Analysis, High Yield Bonds, Valuation, Financial Modeling, Corporate Finance, Corporate Development, Venture Capital, Due Diligence, M&A experience, Capital Markets, Investments, Equities, Financial Analysis, Emerging Markets, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
University of Virginia
B.S.
Macquarie Capital 2010 - Present
OATS Older Adults Technology Services July 2012 - Present
N-Squared Growth Capital 2011 - Present
Table Rock Capital 2008 - 2009
Morgan Stanley 2006 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers June 2003 - August 2003
PricewaterhouseCoopers 1998 - 2002
Skills
Private Equity, Investment Banking, Mergers, LBO, Leveraged Finance, IPO, Credit Analysis, High Yield Bonds, Valuation, Financial Modeling, Corporate Finance, Corporate Development, Venture Capital, Due Diligence, M&A experience, Capital Markets, Investments, Equities, Financial Analysis, Emerging Markets, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
University of Virginia
B.S.
Chandresh Modi's Lehman Brothers Experience July 2000 - November 2002
Job Vice President Strategic Solutions & Professional Services at Equifax
Industry Information Technology and Services
Experience
Equifax May 2012 - Present
Equifax April 2010 - May 2012
Equifax August 2007 - March 2010
Equifax January 2007 - August 2007
Equifax June 2004 - January 2007
J.P. Morgan Chase & Co December 2002 - June 2004
Lehman Brothers July 2000 - November 2002
Skills
Vendor Management, Business Strategy, Integration, Product Development, Business Process..., Architecture, Contract Negotiation, SDLC, Product Management, Business Analysis, Financial Services, Enterprise Architecture, Cross-functional Team..., Strategic Planning, Telecommunications, Change Management, CRM, Outsourcing, Business Process..., Strategy
Education
The University of Manchester 1997 — 2000
BSc (Honours), Information Systems Engineering
Equifax May 2012 - Present
Equifax April 2010 - May 2012
Equifax August 2007 - March 2010
Equifax January 2007 - August 2007
Equifax June 2004 - January 2007
J.P. Morgan Chase & Co December 2002 - June 2004
Lehman Brothers July 2000 - November 2002
Skills
Vendor Management, Business Strategy, Integration, Product Development, Business Process..., Architecture, Contract Negotiation, SDLC, Product Management, Business Analysis, Financial Services, Enterprise Architecture, Cross-functional Team..., Strategic Planning, Telecommunications, Change Management, CRM, Outsourcing, Business Process..., Strategy
Education
The University of Manchester 1997 — 2000
BSc (Honours), Information Systems Engineering
Mark Weber's Lehman Brothers Experience August 2006 - September 2008
Job Executive Director at UBS, Group Risk Control
Industry Capital Markets
Experience
Lehman Brothers Holdings Inc. August 2010 - December 2012
Goldman Sachs January 2009 - July 2010
Lehman Brothers August 2006 - September 2008
JP Morgan August 1997 - July 2006
Deutsche Bank June 1996 - August 1996
Rockefeller University May 1993 - August 1995
Skills
Derivatives, Market Risk, Risk, Credit, Quantitative Finance, Financial Risk, Fixed Income, Risk Management, Valuation, Capital Markets, Bonds, Options, Trading, Credit Derivatives, Middle Office, Equities
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Statistics
Yale University
PhD, Physiology (Biophysics)
Washington University in St. Louis
MS, Electrical Engineering
Washington University in St. Louis
BS, Computer Science
Lehman Brothers Holdings Inc. August 2010 - December 2012
Goldman Sachs January 2009 - July 2010
Lehman Brothers August 2006 - September 2008
JP Morgan August 1997 - July 2006
Deutsche Bank June 1996 - August 1996
Rockefeller University May 1993 - August 1995
Skills
Derivatives, Market Risk, Risk, Credit, Quantitative Finance, Financial Risk, Fixed Income, Risk Management, Valuation, Capital Markets, Bonds, Options, Trading, Credit Derivatives, Middle Office, Equities
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Statistics
Yale University
PhD, Physiology (Biophysics)
Washington University in St. Louis
MS, Electrical Engineering
Washington University in St. Louis
BS, Computer Science
Koutouvides, Ari's Lehman Brothers Experience September 2008 - August 2012
Job PRINCIPAL at Skala Partners, LLC
Industry Real Estate
Experience
Skala Partners, LLC November 2013 - Present
LCOR, INC August 2012 - October 2013
Lehman Brothers September 2008 - August 2012
Lehman Brothers October 2006 - September 2008
Lehman Brothers January 2004 - September 2006
Lehman Brothers September 2000 - December 2003
Skills
Asset Managment, CMBS, Financial Structuring, Business Strategy, Fixed Income, Investments, Multi-family Investment..., Acquisitions
Education
The University of Connecticut School of Business 1997 — 2000
B.S. in Business Administration, Finance
University of Connecticut 1997 — 2000
B.A. in Philosophy
Skala Partners, LLC November 2013 - Present
LCOR, INC August 2012 - October 2013
Lehman Brothers September 2008 - August 2012
Lehman Brothers October 2006 - September 2008
Lehman Brothers January 2004 - September 2006
Lehman Brothers September 2000 - December 2003
Skills
Asset Managment, CMBS, Financial Structuring, Business Strategy, Fixed Income, Investments, Multi-family Investment..., Acquisitions
Education
The University of Connecticut School of Business 1997 — 2000
B.S. in Business Administration, Finance
University of Connecticut 1997 — 2000
B.A. in Philosophy
David Quinn's Lehman Brothers Experience September 1998 - September 2000
Job SVP Financial Planning and Analysis Head
Industry Financial Services
Experience
Bank of the West September 2009 - Present
Citigroup April 2003 - August 2007
Morgan Stanley September 2000 - April 2003
Lehman Brothers September 1998 - September 2000
Skills
Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Banking, Finance, Capital Markets, Retail Banking, Financial Modeling, Risk Management, Financial Services, Credit
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Business, Finance and Accounting
Chartered Institute of Management Accountants 1997 — 2000
Chartered Institute of Management Accountants
University of Plymouth 1994 — 1997
Honour 2:1, Economics and Geography
Bank of the West September 2009 - Present
Citigroup April 2003 - August 2007
Morgan Stanley September 2000 - April 2003
Lehman Brothers September 1998 - September 2000
Skills
Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Banking, Finance, Capital Markets, Retail Banking, Financial Modeling, Risk Management, Financial Services, Credit
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Business, Finance and Accounting
Chartered Institute of Management Accountants 1997 — 2000
Chartered Institute of Management Accountants
University of Plymouth 1994 — 1997
Honour 2:1, Economics and Geography
Doug Peta, CFA's Lehman Brothers Experience March 1999 - June 2004
Job Chief Strategist, Global Asset Allocation at BCA Research
Industry Financial Services
Experience
BCA Research September 2010 - Present
Qualitative Associates, LLC January 2009 - August 2010
J.&W. Seligman & Co. June 2004 - January 2009
Lehman Brothers March 1999 - June 2004
Skills
Investment Banking, Portfolio Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Macroeconomics, Bloomberg, Hedge Funds, Financial Services, Economics, Investment Strategies, Trading
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Economics and Finance
University of Virginia 1987 — 1992
BS, Accounting
BCA Research September 2010 - Present
Qualitative Associates, LLC January 2009 - August 2010
J.&W. Seligman & Co. June 2004 - January 2009
Lehman Brothers March 1999 - June 2004
Skills
Investment Banking, Portfolio Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Macroeconomics, Bloomberg, Hedge Funds, Financial Services, Economics, Investment Strategies, Trading
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Economics and Finance
University of Virginia 1987 — 1992
BS, Accounting
Omar Abukhadra's Lehman Brothers Experience MDCredit Lyonnais1989 - 2003
Job MD at Lehman Brothers
Industry Investment Management
Experience
Lehman Brothers MDCredit Lyonnais1989 - 2003
Education
The University of Chicago Booth School of Business 1986 — 1988
Lehman Brothers MDCredit Lyonnais1989 - 2003
Education
The University of Chicago Booth School of Business 1986 — 1988
Marc Minikes's Lehman Brothers Experience 1997 - 1998
Job Vice President at Athene Asset Management, L.P.
Industry Investment Management
Experience
Athene Asset Management, L.P. September 2013 - Present
Kayne Anderson Capital Advisors June 2006 - July 2013
Citi Investment Research July 2004 - May 2006
GE Asset Management August 2002 - July 2004
RBC Capital Markets 1998 - 2000
Lehman Brothers 1997 - 1998
Skills
Equity Research, Equities, High Yield, Investment Management, Financial Modeling, Valuation, Private Equity, Asset Managment, Fixed Income, Portfolio Management, Derivatives, Investments, MLP, Energy, Electric Utility, Shipping, Infrastructure
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance and Economics
University of California, Los Angeles 1994 — 1996
M.A., Latin American Studies
University of Michigan 1988 — 1992
BA, History
Harvard Westlake
Athene Asset Management, L.P. September 2013 - Present
Kayne Anderson Capital Advisors June 2006 - July 2013
Citi Investment Research July 2004 - May 2006
GE Asset Management August 2002 - July 2004
RBC Capital Markets 1998 - 2000
Lehman Brothers 1997 - 1998
Skills
Equity Research, Equities, High Yield, Investment Management, Financial Modeling, Valuation, Private Equity, Asset Managment, Fixed Income, Portfolio Management, Derivatives, Investments, MLP, Energy, Electric Utility, Shipping, Infrastructure
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance and Economics
University of California, Los Angeles 1994 — 1996
M.A., Latin American Studies
University of Michigan 1988 — 1992
BA, History
Harvard Westlake
Erwin Martens's Lehman Brothers Experience 1997 - 2000
Job at Erwin Martens Independent Risk Advisor
Industry Financial Services
Experience
Erwin Martens - Independent Risk Advisor April 2011 - Present
FinCad May 2011 - December 2014
TIAA-CREF 2009 - April 2011
TIAA-CREF 2003 - February 2009
Putnam 2000 - 2003
Lehman Brothers 1997 - 2000
Credit Suisse August 1990 - December 1996
German Hockey 1979 - 1980
University of North Dakota Fighting Sioux 1976 - 1980
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Asset Managment, Bloomberg, Capital Markets, Credit, Credit Analysis, Credit Risk, Emerging Markets, Enterprise Risk..., Equities, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Financial Modeling, Fixed Income, Hedge Funds, Insurance, Investments, Market Risk, Mutual Funds, Operational Risk, Operational Risk..., Philanthropy, Portfolio Management, Risk Management, Securities, Strategic Financial..., Wealth Management, Derivatives
Education
The University of North Dakota 1976 — 1985
Bachelor of Science Masters, Computer Science (BSc) Economics (Ma)
Selkirk Regional High School 1972 — 1976
Science
Erwin Martens - Independent Risk Advisor April 2011 - Present
FinCad May 2011 - December 2014
TIAA-CREF 2009 - April 2011
TIAA-CREF 2003 - February 2009
Putnam 2000 - 2003
Lehman Brothers 1997 - 2000
Credit Suisse August 1990 - December 1996
German Hockey 1979 - 1980
University of North Dakota Fighting Sioux 1976 - 1980
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Asset Managment, Bloomberg, Capital Markets, Credit, Credit Analysis, Credit Risk, Emerging Markets, Enterprise Risk..., Equities, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Financial Modeling, Fixed Income, Hedge Funds, Insurance, Investments, Market Risk, Mutual Funds, Operational Risk, Operational Risk..., Philanthropy, Portfolio Management, Risk Management, Securities, Strategic Financial..., Wealth Management, Derivatives
Education
The University of North Dakota 1976 — 1985
Bachelor of Science Masters, Computer Science (BSc) Economics (Ma)
Selkirk Regional High School 1972 — 1976
Science
Jim Moskal's Lehman Brothers Experience 2000 - 2002
Job Partner at Livingstone
Industry Investment Banking
Experience
Livingstone April 2012 - Present
Livingstone September 2008 - April 2012
Lazard April 2003 - August 2008
Lehman Brothers 2000 - 2002
Arthur Andersen 1994 - 1998
Skills
M&A experience, Financial Modeling, Private Equity, Business Valuation, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Finance, LBO, Mergers, Due Diligence, Capital Markets, Equities, Venture Capital, Corporate Development, Investments, Financial Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Bachelor of Science (B.S.), Accounting
Livingstone April 2012 - Present
Livingstone September 2008 - April 2012
Lazard April 2003 - August 2008
Lehman Brothers 2000 - 2002
Arthur Andersen 1994 - 1998
Skills
M&A experience, Financial Modeling, Private Equity, Business Valuation, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Finance, LBO, Mergers, Due Diligence, Capital Markets, Equities, Venture Capital, Corporate Development, Investments, Financial Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Bachelor of Science (B.S.), Accounting
Benjamin Johnson, CFA's Lehman Brothers Experience March 2007 - September 2008
Job Director, Senior Portfolio Consultant at Barclays
Industry Investment Management
Experience
Barclays September 2008 - Present
Lehman Brothers March 2007 - September 2008
Bernstein Global Wealth Management March 2004 - March 2007
Skills
Series 7, Series 63, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Asset Management, Wealth Management, Investment Management, Investment Strategies, High Net Worth..., Equities, Fixed Income, Hedge Funds
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Economics
Utah State University 1997 — 2002
Bachelor of Science (BS), Finance, Economics
Barclays September 2008 - Present
Lehman Brothers March 2007 - September 2008
Bernstein Global Wealth Management March 2004 - March 2007
Skills
Series 7, Series 63, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Asset Management, Wealth Management, Investment Management, Investment Strategies, High Net Worth..., Equities, Fixed Income, Hedge Funds
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Economics
Utah State University 1997 — 2002
Bachelor of Science (BS), Finance, Economics
Finley G. Van Brocklin's Lehman Brothers Experience 1988 - 1997
Job SVP Sales & Business Development at Albany Bahamas
Industry Real Estate
Experience
Albany, Bahamas April 2013 - Present
NetJets August 2005 - April 2013
Marquis Jet January 2005 - November 2010
JP Morgan 1998 - 2002
Deutsche Bank 1996 - 1999
Lehman Brothers 1988 - 1997
Skills
Aviation, New Business Development, Aircraft, Customer Service, Operations Management, Finance, Contract Negotiation, Team Building, Sales Management, Resorts
Education
The University of Memphis 1982 — 1984
MBA, Finance
University of Mississippi - School of Business Administration 1974 — 1978
BBA
Albany, Bahamas April 2013 - Present
NetJets August 2005 - April 2013
Marquis Jet January 2005 - November 2010
JP Morgan 1998 - 2002
Deutsche Bank 1996 - 1999
Lehman Brothers 1988 - 1997
Skills
Aviation, New Business Development, Aircraft, Customer Service, Operations Management, Finance, Contract Negotiation, Team Building, Sales Management, Resorts
Education
The University of Memphis 1982 — 1984
MBA, Finance
University of Mississippi - School of Business Administration 1974 — 1978
BBA
Elaine Philis's Lehman Brothers Experience 2005 - 2006
Job Head of Equity at TGM Associates
Industry Real Estate
Experience
TGM Associates October 2013 - November 2014
Lend Lease November 2010 - October 2013
Westbrook Partners 2008 - 2009
Tishman Speyer 2006 - 2007
Lehman Brothers 2005 - 2006
DRA Advisors LLC 2002 - 2004
Holliday Fenoglio Fowler 1997 - 2002
Skills
Real Estate Economics, Equities, Asset Managment, Real Estate, Asset Management, Funding, Management, Valuation, Investments, Investor Relations, Real Estate Development, Real Estate Financing, Commercial Real Estate, Capital, Due Diligence, Finance, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Modeling, Investment Properties
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
The University of Connecticut School of Law
JD
University of Connecticut
B.A., Political Science, English
TGM Associates October 2013 - November 2014
Lend Lease November 2010 - October 2013
Westbrook Partners 2008 - 2009
Tishman Speyer 2006 - 2007
Lehman Brothers 2005 - 2006
DRA Advisors LLC 2002 - 2004
Holliday Fenoglio Fowler 1997 - 2002
Skills
Real Estate Economics, Equities, Asset Managment, Real Estate, Asset Management, Funding, Management, Valuation, Investments, Investor Relations, Real Estate Development, Real Estate Financing, Commercial Real Estate, Capital, Due Diligence, Finance, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Modeling, Investment Properties
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
The University of Connecticut School of Law
JD
University of Connecticut
B.A., Political Science, English
Ralph Edwards's Lehman Brothers Experience 1996 - 1997
Job Derivatives Strategist | Option Business Development Expert
Industry Investment Management
Experience
ITG July 2011 - December 2012
Sanford Bernstein August 2007 - May 2011
Prudential Equity Group 2004 - 2007
First New York Securities 2003 - 2004
CIBC World Markets 1999 - 2003
Bankers' Trust 1997 - 1999
Lehman Brothers 1996 - 1997
CS First Boston / CSFP Capital Inc. 1993 - 1995
Merrill Lynch & Co. 1981 - 1993
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance and Statistics
University of Pennsylvania 1975 — 1979
BA, Mathematics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
ITG July 2011 - December 2012
Sanford Bernstein August 2007 - May 2011
Prudential Equity Group 2004 - 2007
First New York Securities 2003 - 2004
CIBC World Markets 1999 - 2003
Bankers' Trust 1997 - 1999
Lehman Brothers 1996 - 1997
CS First Boston / CSFP Capital Inc. 1993 - 1995
Merrill Lynch & Co. 1981 - 1993
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance and Statistics
University of Pennsylvania 1975 — 1979
BA, Mathematics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
Jim Pomeroy's Lehman Brothers Experience June 2007 - September 2008
Job Director and Senior Counsel at Commerzbank AG, New York Branch
Industry Financial Services
Experience
Commerzbank AG, New York Branch May 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers June 2007 - September 2008
BNP Paribas March 2004 - June 2007
Credit Suisse First Boston August 2001 - March 2004
Republic New York Corporation 1993 - 2000
Education
UCL 1990 — 1991
LL.M, Law
The University of Connecticut School of Law 1983 — 1986
Trinity College-Hartford 1977 — 1981
B.A., History
Commerzbank AG, New York Branch May 2011 - Present
Barclays Capital September 2008 - April 2011
Lehman Brothers June 2007 - September 2008
BNP Paribas March 2004 - June 2007
Credit Suisse First Boston August 2001 - March 2004
Republic New York Corporation 1993 - 2000
Education
UCL 1990 — 1991
LL.M, Law
The University of Connecticut School of Law 1983 — 1986
Trinity College-Hartford 1977 — 1981
B.A., History
Katy Hinton's Lehman Brothers Experience July 2007 - November 2008
Job at Frontier Resource Group
Industry Venture Capital & Private Equity
Experience
Frontier Resource Group August 2014 - Present
Bain & Company June 2013 - August 2013
U.S. Department of State May 2010 - September 2012
Nomura November 2008 - April 2010
Lehman Brothers July 2007 - November 2008
Lehman Brothers June 2006 - August 2006
Lawrence Livermore National Laboratory May 2005 - August 2005
Skills
Quantitative Analytics, Equities, Financial Modeling, Econometrics, Economics, Capital Markets, Trading, Valuation, Emerging Markets, Bloomberg, Fixed Income, Analytics, Private Equity, Corporate Finance, Derivatives, Analysis, Investment Banking
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Concentrations in Entrepreneurship and Finance
University of Virginia 2005 — 2007
BA with Distinction, Physics, Mathmatics
University of California, Los Angeles 2003 — 2004
Thomas Jefferson High School for Science & Technology 1999 — 2003
Frontier Resource Group August 2014 - Present
Bain & Company June 2013 - August 2013
U.S. Department of State May 2010 - September 2012
Nomura November 2008 - April 2010
Lehman Brothers July 2007 - November 2008
Lehman Brothers June 2006 - August 2006
Lawrence Livermore National Laboratory May 2005 - August 2005
Skills
Quantitative Analytics, Equities, Financial Modeling, Econometrics, Economics, Capital Markets, Trading, Valuation, Emerging Markets, Bloomberg, Fixed Income, Analytics, Private Equity, Corporate Finance, Derivatives, Analysis, Investment Banking
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Concentrations in Entrepreneurship and Finance
University of Virginia 2005 — 2007
BA with Distinction, Physics, Mathmatics
University of California, Los Angeles 2003 — 2004
Thomas Jefferson High School for Science & Technology 1999 — 2003
Sam Shpilberg's Lehman Brothers Experience May 2003 - September 2008
Job CLO/CDO Origination, Structuring and Syndication
Industry Financial Services
Experience
Jefferies & Company January 2013 - Present
UBS August 2011 - December 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers May 2003 - September 2008
Knight Securities September 2000 - December 2001
Goldman Sachs May 1997 - August 2000
GE Capital 1995 - 1997
Skills
CLO, Alternative Investments, Structured Products, Investment Banking, Securitization, CDO, Structured Finance, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Private Equity, Funding, Equities
Education
University of Miami - School of Business 2001 — 2003
MBA, Finance, General
The University of Connecticut School of Business 1995 — 1997
Bachelor of Science Business Administration, Finane
Westhill High School 1988 — 1992
Finance
Jefferies & Company January 2013 - Present
UBS August 2011 - December 2012
Barclays Capital September 2008 - August 2011
Lehman Brothers May 2003 - September 2008
Knight Securities September 2000 - December 2001
Goldman Sachs May 1997 - August 2000
GE Capital 1995 - 1997
Skills
CLO, Alternative Investments, Structured Products, Investment Banking, Securitization, CDO, Structured Finance, Fixed Income, Capital Markets, Credit Derivatives, Hedge Funds, Private Equity, Funding, Equities
Education
University of Miami - School of Business 2001 — 2003
MBA, Finance, General
The University of Connecticut School of Business 1995 — 1997
Bachelor of Science Business Administration, Finane
Westhill High School 1988 — 1992
Finance
Susanna Mesa's Lehman Brothers Experience May 2007 - August 2007
Job Vice President of Finance, US Investor Relations & Strategy at DBV Technologies
Industry Biotechnology
Experience
DBV Technologies April 2014 - Present
The Trout Group July 2012 - March 2014
The Leukemia & Lymphoma Society March 2011 - June 2012
Jefferies & Company October 2008 - February 2011
Lehman Brothers May 2007 - August 2007
Skills
Bloomberg, Capital Markets, Financial Analysis, Equities, Series 7, Corporate Development, Equity Research, Hedge Funds, Venture Capital, Strategy, Finance
Education
The University of Georgia 2004 — 2008
Bachelor of Arts (BA)
DBV Technologies April 2014 - Present
The Trout Group July 2012 - March 2014
The Leukemia & Lymphoma Society March 2011 - June 2012
Jefferies & Company October 2008 - February 2011
Lehman Brothers May 2007 - August 2007
Skills
Bloomberg, Capital Markets, Financial Analysis, Equities, Series 7, Corporate Development, Equity Research, Hedge Funds, Venture Capital, Strategy, Finance
Education
The University of Georgia 2004 — 2008
Bachelor of Arts (BA)
Chris Stallmann's Lehman Brothers Experience 2008 - 2008
Job Vice President at Arlington Capital Partners
Industry Investment Management
Experience
Arlington Capital Partners April 2015 - Present
Arlington Capital Partners September 2011 - Present
Deutsche Bank Securities January 2010 - September 2011
University of Georgia July 2005 - December 2009
Deutsche Bank Securities June 2009 - August 2009
Lehman Brothers 2008 - 2008
Skills
Financial Modeling, Investment Banking, High Yield, Valuation, Bloomberg, Trading, Corporate Finance, Financial Analysis, Due Diligence, Investments, Capital IQ, Economics, Private Equity, Mergers & Acquisitions, Capital Markets, Portfolio Management, Microsoft Excel, Equity Research, DCF, Finance, PowerPoint
Education
University of Georgia - Terry College of Business 2007 — 2009
Bachelors of Business Administration, Finance and Real Estate, Summa Cum Laude
The University of Georgia 2005 — 2009
B.B.A., Finance and Real Estate
Arlington Capital Partners April 2015 - Present
Arlington Capital Partners September 2011 - Present
Deutsche Bank Securities January 2010 - September 2011
University of Georgia July 2005 - December 2009
Deutsche Bank Securities June 2009 - August 2009
Lehman Brothers 2008 - 2008
Skills
Financial Modeling, Investment Banking, High Yield, Valuation, Bloomberg, Trading, Corporate Finance, Financial Analysis, Due Diligence, Investments, Capital IQ, Economics, Private Equity, Mergers & Acquisitions, Capital Markets, Portfolio Management, Microsoft Excel, Equity Research, DCF, Finance, PowerPoint
Education
University of Georgia - Terry College of Business 2007 — 2009
Bachelors of Business Administration, Finance and Real Estate, Summa Cum Laude
The University of Georgia 2005 — 2009
B.B.A., Finance and Real Estate
Amy Cooper's Lehman Brothers Experience 2005 - 2008
Job Vice President Asset Management
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
AIG January 2013 - June 2015
Citi 2010 - 2013
Citigroup 2009 - 2010
Citigroup 2008 - 2009
Lehman Brothers 2005 - 2008
Tillinghast 2003 - 2005
Skills
Fixed Income, Derivatives, Financial Modeling, ALM, Asset Management, Equities, Valuation, Portfolio Management, Asset Allocation, Structured Finance, Quantitative Finance, Capital Markets, Options, Swaps, Hedging, Trading, Securitization, Global Tactical Asset..., Structured Products
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance
University of Waterloo 1998 — 2003
BMat, Actuarial Science
Franklin Templeton Investments June 2015 - Present
AIG January 2013 - June 2015
Citi 2010 - 2013
Citigroup 2009 - 2010
Citigroup 2008 - 2009
Lehman Brothers 2005 - 2008
Tillinghast 2003 - 2005
Skills
Fixed Income, Derivatives, Financial Modeling, ALM, Asset Management, Equities, Valuation, Portfolio Management, Asset Allocation, Structured Finance, Quantitative Finance, Capital Markets, Options, Swaps, Hedging, Trading, Securitization, Global Tactical Asset..., Structured Products
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance
University of Waterloo 1998 — 2003
BMat, Actuarial Science
Daniel Glatthorn, CFA's Lehman Brothers Experience 2001 - 2007
Job Senior Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2014 - Present
Morgan Stanley 2010 - 2014
Natixis Capital Markets 2007 - 2009
Lehman Brothers 2001 - 2007
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
University of Notre Dame Australia 2000 — 2000
Raymond James Financial Inc. 2014 - Present
Morgan Stanley 2010 - 2014
Natixis Capital Markets 2007 - 2009
Lehman Brothers 2001 - 2007
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
University of Notre Dame Australia 2000 — 2000
Larry Gelwix's Lehman Brothers Experience August 2007 - November 2008
Job Principal at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. January 2014 - Present
Greenhill & Co. January 2011 - December 2013
Greenhill & Co. November 2008 - December 2010
Lehman Brothers August 2007 - November 2008
Lehman Brothers June 2006 - August 2006
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA)
University of Utah 1996 — 2002
Bachelor of Science (B.S.), Economics
Highland HS
Greenhill & Co. January 2014 - Present
Greenhill & Co. January 2011 - December 2013
Greenhill & Co. November 2008 - December 2010
Lehman Brothers August 2007 - November 2008
Lehman Brothers June 2006 - August 2006
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA)
University of Utah 1996 — 2002
Bachelor of Science (B.S.), Economics
Highland HS
Ross MacIntyre's Lehman Brothers Experience August 1988 - August 1998
Job Managing Director at Citigroup
Industry Investment Banking
Experience
Citigroup September 1998 - Present
Citigroup - London April 2000 - August 2004
Lehman Brothers August 1988 - August 1998
First Chicago June 1982 - September 1987
Skills
Capital Markets, Mergers, Leveraged Finance, Restructuring, Finance, Loans, Investment Banking, Private Equity, Valuation, LBO, Financial Structuring, Corporate Finance, Alternative Investments, Emerging Markets, High Yield, Financial Modeling, Mergers & Acquisitions, Fixed Income
Education
The University of Chicago - Booth School of Business 1986 — 1988
Master of Business Administration (MBA), Finance
Washington University in St. Louis 1978 — 1982
BSBA, Finance and Banking
Columbia Falls High School 1974 — 1978
Citigroup September 1998 - Present
Citigroup - London April 2000 - August 2004
Lehman Brothers August 1988 - August 1998
First Chicago June 1982 - September 1987
Skills
Capital Markets, Mergers, Leveraged Finance, Restructuring, Finance, Loans, Investment Banking, Private Equity, Valuation, LBO, Financial Structuring, Corporate Finance, Alternative Investments, Emerging Markets, High Yield, Financial Modeling, Mergers & Acquisitions, Fixed Income
Education
The University of Chicago - Booth School of Business 1986 — 1988
Master of Business Administration (MBA), Finance
Washington University in St. Louis 1978 — 1982
BSBA, Finance and Banking
Columbia Falls High School 1974 — 1978
Gianluca Forcella's Lehman Brothers Experience 1999 - 2002
Job Senior Executive of a Global Manufacturer and Distributor of Piping Solutions
Industry Oil & Energy
Experience
CANADOIL GROUP November 2002 - Present
Lehman Brothers 1999 - 2002
Citicorp June 1998 - September 1998
Wilshire Associates 1995 - 1997
Skills
Fluent in English,..., International Joint..., Strategic Business..., Global Market..., Financial Turnaround &..., Financial Forecasting, Multi-Site Operations, Process Improvement, Vendor Relationships, Long-term Customer..., Cross Border Trade &..., Global Talent..., Employee Relations, Major Capital..., Business Development
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1989 — 1993
Bachelor of Arts in Business/Economics, Business/Economics
CANADOIL GROUP November 2002 - Present
Lehman Brothers 1999 - 2002
Citicorp June 1998 - September 1998
Wilshire Associates 1995 - 1997
Skills
Fluent in English,..., International Joint..., Strategic Business..., Global Market..., Financial Turnaround &..., Financial Forecasting, Multi-Site Operations, Process Improvement, Vendor Relationships, Long-term Customer..., Cross Border Trade &..., Global Talent..., Employee Relations, Major Capital..., Business Development
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1989 — 1993
Bachelor of Arts in Business/Economics, Business/Economics
Brett Greenberg's Lehman Brothers Experience 1985 - 1986
Job Managing Director at Jack Resnick & Sons, Inc.
Industry Real Estate
Experience
Jack Resnick & Sons, Inc. 2010 - Present
Office Media Network 2006 - 2010
SL Green Realty 2005 - 2006
Equity Office Properties Trust 1993 - 2005
CB Richard Ellis 1986 - 1993
Lehman Brothers 1985 - 1986
Goldman Sachs 1983 - 1985
Education
The University of Connecticut School of Business 1980 — 1983
Bachelor of Science, Finance and Financial Management Services
Jack Resnick & Sons, Inc. 2010 - Present
Office Media Network 2006 - 2010
SL Green Realty 2005 - 2006
Equity Office Properties Trust 1993 - 2005
CB Richard Ellis 1986 - 1993
Lehman Brothers 1985 - 1986
Goldman Sachs 1983 - 1985
Education
The University of Connecticut School of Business 1980 — 1983
Bachelor of Science, Finance and Financial Management Services
Kristina Watts's Lehman Brothers Experience 1981 - 1983
Job Independent Marketing and Financial Consultant
Industry Marketing and Advertising
Experience
Thomas H. Lee Partners 1988 - 1998
Lehman Brothers 1981 - 1983
Education
The University of Chicago Booth School of Business 1979 — 1981
Thomas H. Lee Partners 1988 - 1998
Lehman Brothers 1981 - 1983
Education
The University of Chicago Booth School of Business 1979 — 1981
Chinmaya Raul's Lehman Brothers Experience January 2006 - April 2008
Job Lead Software Engineer at CME Group
Industry Financial Services
Experience
CME Group June 2008 - Present
Lehman Brothers January 2006 - April 2008
CVS/Caremark January 2005 - December 2005
Sears, Roebuck and Co. June 2004 - December 2004
ABN AMRO Bank January 2003 - June 2004
AT&T March 2002 - December 2002
Bank of America April 2000 - December 2001
Skills
Agile Methodologies, Enterprise Architecture, Software Development, SDLC, Websphere, Spring, Hadoop, Java Enterprise Edition, SOA, Weblogic
Education
University of Auckland, New Zealand 1995 — 1996
Master of Science (MS)
The University of Chicago Booth School of Business
CME Group June 2008 - Present
Lehman Brothers January 2006 - April 2008
CVS/Caremark January 2005 - December 2005
Sears, Roebuck and Co. June 2004 - December 2004
ABN AMRO Bank January 2003 - June 2004
AT&T March 2002 - December 2002
Bank of America April 2000 - December 2001
Skills
Agile Methodologies, Enterprise Architecture, Software Development, SDLC, Websphere, Spring, Hadoop, Java Enterprise Edition, SOA, Weblogic
Education
University of Auckland, New Zealand 1995 — 1996
Master of Science (MS)
The University of Chicago Booth School of Business
William Christ's Lehman Brothers Experience June 2001 - June 2003
Job Director at TA Associates
Industry Financial Services
Experience
TA Associates January 2015 - Present
TA Associates December 2011 - December 2014
TA Associates December 2009 - December 2011
TA Associates July 2008 - December 2009
TA Associates June 2003 - June 2006
Lehman Brothers June 2001 - June 2003
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Finance
Washington and Lee University 1997 — 2001
TA Associates January 2015 - Present
TA Associates December 2011 - December 2014
TA Associates December 2009 - December 2011
TA Associates July 2008 - December 2009
TA Associates June 2003 - June 2006
Lehman Brothers June 2001 - June 2003
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Finance
Washington and Lee University 1997 — 2001
Walter Maloney's Lehman Brothers Experience MDBarclays CapitalSeptember 2008 - Present
Job MD at Barclays Capital
Industry Financial Services
Experience
Lehman Brothers MDBarclays CapitalSeptember 2008 - Present
Barclays Capital 2008 - Present
Education
McLean High School
The University of Chicago Booth School of Business
University of Notre Dame
Lehman Brothers MDBarclays CapitalSeptember 2008 - Present
Barclays Capital 2008 - Present
Education
McLean High School
The University of Chicago Booth School of Business
University of Notre Dame
Chris Saponari's Lehman Brothers Experience August 2006 - September 2009
Job Managing Director at Iroquois Capital Group
Industry Investment Banking
Experience
Iroquois Capital Group December 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers August 2006 - September 2009
Bear Stearns May 2005 - August 2006
Wachovia Securities July 2003 - May 2005
Skills
Leveraged Finance, Asset Management, Due Diligence, Investment Banking, Mergers & Acquisitions, LBO, Hedge Funds, Management, Financial Modeling, Corporate Finance, Financial Advisory, Corporate Development, Venture Capital, Structured Finance, Alternative Investments, Financial Analysis, Investments, Financial Structuring, Emerging Markets, Finance
Education
Vanderbilt University
MBA, Finance, Accounting, Law
University of Georgia
BBA, Economics
Iroquois Capital Group December 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers August 2006 - September 2009
Bear Stearns May 2005 - August 2006
Wachovia Securities July 2003 - May 2005
Skills
Leveraged Finance, Asset Management, Due Diligence, Investment Banking, Mergers & Acquisitions, LBO, Hedge Funds, Management, Financial Modeling, Corporate Finance, Financial Advisory, Corporate Development, Venture Capital, Structured Finance, Alternative Investments, Financial Analysis, Investments, Financial Structuring, Emerging Markets, Finance
Education
Vanderbilt University
MBA, Finance, Accounting, Law
University of Georgia
BBA, Economics
Monica Brisnehan's Lehman Brothers Experience January 1996 - January 2000
Job
Industry Capital Markets
Experience
Seeking Great Opportunity January 2015 - Present
Sunshine Silver Mines Corporation August 2011 - January 2015
Newmont Mining Corporation October 2009 - August 2011
Welton Street Investments January 2006 - June 2009
RBC Capital Markets March 2004 - June 2005
The Wallach Company February 2000 - February 2004
Lehman Brothers January 1996 - January 2000
Lehman Brothers 1997 - 2000
CHEVRON CHEMICAL COMPANY January 1991 - January 1995
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Colorado at Boulder 1987 — 1991
BSChemE
Kent Denver
Kent Denver
Seeking Great Opportunity January 2015 - Present
Sunshine Silver Mines Corporation August 2011 - January 2015
Newmont Mining Corporation October 2009 - August 2011
Welton Street Investments January 2006 - June 2009
RBC Capital Markets March 2004 - June 2005
The Wallach Company February 2000 - February 2004
Lehman Brothers January 1996 - January 2000
Lehman Brothers 1997 - 2000
CHEVRON CHEMICAL COMPANY January 1991 - January 1995
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Colorado at Boulder 1987 — 1991
BSChemE
Kent Denver
Kent Denver
David Andrew, CFA's Lehman Brothers Experience July 2001 - July 2003
Job Autumn Lane Advisors
Industry Investment Management
Experience
Autumn Lane Advisors November 2014 - Present
Credit Suisse September 2010 - October 2014
Goldman Sachs July 2005 - September 2010
Lehman Brothers July 2001 - July 2003
Merrill Lynch June 1999 - July 2001
Skills
Asset Management, Finance, Financial Modeling, Hedge Funds, Private Equity, Fixed Income, Alternative Investments, Financial Analysis, Capital Markets, Valuation, Investments, Portfolio Management, Asset Managment, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Analytic Finance
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
BBA, Finance
Trinity University 1995 — 1997
Autumn Lane Advisors November 2014 - Present
Credit Suisse September 2010 - October 2014
Goldman Sachs July 2005 - September 2010
Lehman Brothers July 2001 - July 2003
Merrill Lynch June 1999 - July 2001
Skills
Asset Management, Finance, Financial Modeling, Hedge Funds, Private Equity, Fixed Income, Alternative Investments, Financial Analysis, Capital Markets, Valuation, Investments, Portfolio Management, Asset Managment, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Analytic Finance
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
BBA, Finance
Trinity University 1995 — 1997
Daisuke Fujita's Lehman Brothers Experience June 2008 - September 2008
Job Portfolio Manager at Alpine Partners VI
Industry Financial Services
Experience
Alpine Partners VI April 2013 - Present
Nomura April 2011 - February 2013
Nomura April 2009 - March 2011
Lehman Brothers June 2008 - September 2008
Daiwa Asset Management April 1998 - June 2006
Skills
Fixed Income, Equities, Derivatives, Quantitative Finance, Trading, Trading Strategies, Quantitative Analytics, Equity Derivatives, Investments, Bonds, Statistical Arbitrage, Trading System, High Frequency Trading, Electronic Trading, Trading Systems
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance
The University of Chicago 2006 — 2007
MS, Financial Mathmatics
Alpine Partners VI April 2013 - Present
Nomura April 2011 - February 2013
Nomura April 2009 - March 2011
Lehman Brothers June 2008 - September 2008
Daiwa Asset Management April 1998 - June 2006
Skills
Fixed Income, Equities, Derivatives, Quantitative Finance, Trading, Trading Strategies, Quantitative Analytics, Equity Derivatives, Investments, Bonds, Statistical Arbitrage, Trading System, High Frequency Trading, Electronic Trading, Trading Systems
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance
The University of Chicago 2006 — 2007
MS, Financial Mathmatics
Robert Tuel's Lehman Brothers Experience 1998 - 2008
Job Strategic Planning Analyst
Industry Information Services
Experience
Williams Lea January 2009 - Present
Barclays 2008 - 2008
Lehman Brothers 1998 - 2008
GT Designs 1992 - 2008
Skills
Real Estate, Management, Entrepreneurship, Real Estate Economics, Investment Properties, Strategic Planning, Sellers, Marketing, Real Estate Transactions, Real Estate Development, Investors, Small Business, Sales
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Marketing
The University of Chicago 1983 — 1985
MS, Molecular Genetics and Cellular Biology
The University of Chicago 1979 — 1983
BA, Biology
Williams Lea January 2009 - Present
Barclays 2008 - 2008
Lehman Brothers 1998 - 2008
GT Designs 1992 - 2008
Skills
Real Estate, Management, Entrepreneurship, Real Estate Economics, Investment Properties, Strategic Planning, Sellers, Marketing, Real Estate Transactions, Real Estate Development, Investors, Small Business, Sales
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Marketing
The University of Chicago 1983 — 1985
MS, Molecular Genetics and Cellular Biology
The University of Chicago 1979 — 1983
BA, Biology
Adam Shepard's Lehman Brothers Experience 1995 - 2000
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2000 - Present
Lehman Brothers 1995 - 2000
Stern Stewart & Co. 1992 - 1995
Arthur Andersen 1990 - 1992
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Chicago 1985 — 1989
BA, Economics
Charterhouse School 1984 — 1985
Moses Brown School 1971 — 1984
Morgan Stanley 2000 - Present
Lehman Brothers 1995 - 2000
Stern Stewart & Co. 1992 - 1995
Arthur Andersen 1990 - 1992
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Chicago 1985 — 1989
BA, Economics
Charterhouse School 1984 — 1985
Moses Brown School 1971 — 1984
Brandon Angus's Lehman Brothers Experience 1998 - 2004
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2012 - Present
Pershing March 2011 - July 2012
Jefferies & Company April 2004 - February 2011
Neuberger Berman June 1998 - April 2004
Lehman Brothers 1998 - 2004
Charles Schwab 1996 - 1998
Skills
Hedge Funds, Prime Brokerage, New Business Development, Marketing, Clearing, Electronic Trading...
Education
The University of Akron
BSBA, Finance
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2012 - Present
Pershing March 2011 - July 2012
Jefferies & Company April 2004 - February 2011
Neuberger Berman June 1998 - April 2004
Lehman Brothers 1998 - 2004
Charles Schwab 1996 - 1998
Skills
Hedge Funds, Prime Brokerage, New Business Development, Marketing, Clearing, Electronic Trading...
Education
The University of Akron
BSBA, Finance
James Colyer's Lehman Brothers Experience October 2000 - June 2004
Job Partner at True North Companies
Industry Venture Capital & Private Equity
Experience
True North Companies June 2011 - Present
Canyon River Capital Partners October 2010 - December 2012
Huntsman Gay Global Capital July 2007 - October 2010
Sorenson Capital July 2004 - July 2007
Lehman Brothers October 2000 - June 2004
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, Mergers, Investment Banking, Principal Investing, Aerospace
Education
The University of Kansas 1996 — 2000
BS, Business Administration
True North Companies June 2011 - Present
Canyon River Capital Partners October 2010 - December 2012
Huntsman Gay Global Capital July 2007 - October 2010
Sorenson Capital July 2004 - July 2007
Lehman Brothers October 2000 - June 2004
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, Mergers, Investment Banking, Principal Investing, Aerospace
Education
The University of Kansas 1996 — 2000
BS, Business Administration
Jessica Markowitz's Lehman Brothers Experience September 2007 - April 2009
Job Associate at The Keystone Group
Industry Management Consulting
Experience
The Keystone Group April 2014 - Present
Alvarez & Marsal July 2013 - April 2014
MM Social Capital June 2012 - August 2012
The Royal Bank of Scotland April 2009 - February 2011
Lehman Brothers September 2007 - April 2009
Skills
Business Strategy, Bloomberg, Competitive Analysis, Loans, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Capital Markets, Mergers & Acquisitions, Investment Banking, Private Equity, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Entrepreneurship
Tulane University 2003 — 2007
Bachelors of Science in Management, Finance, Economics, Legal Studies in Business
The Keystone Group April 2014 - Present
Alvarez & Marsal July 2013 - April 2014
MM Social Capital June 2012 - August 2012
The Royal Bank of Scotland April 2009 - February 2011
Lehman Brothers September 2007 - April 2009
Skills
Business Strategy, Bloomberg, Competitive Analysis, Loans, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Capital Markets, Mergers & Acquisitions, Investment Banking, Private Equity, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Entrepreneurship
Tulane University 2003 — 2007
Bachelors of Science in Management, Finance, Economics, Legal Studies in Business
Geoff Flaum's Lehman Brothers Experience July 2003 - June 2008
Job Portfolio Manager at Allstate Investments
Industry Investment Management
Experience
Allstate Investments April 2009 - Present
Wolf Point Capital July 2008 - November 2008
Lehman Brothers July 2003 - June 2008
Citi July 2000 - July 2003
Education
The University of Chicago Booth School of Business
MBA, Finance, Economics
University of Michigan 1996 — 2000
BA, Organizational Studies
Allstate Investments April 2009 - Present
Wolf Point Capital July 2008 - November 2008
Lehman Brothers July 2003 - June 2008
Citi July 2000 - July 2003
Education
The University of Chicago Booth School of Business
MBA, Finance, Economics
University of Michigan 1996 — 2000
BA, Organizational Studies
Andrew Ellner's Lehman Brothers Experience 2002 - 2007
Job CEO at LightBox Capital
Industry Financial Services
Experience
LightBox Capital July 2008 - Present
Lehman Brothers 2002 - 2007
Lehman Brothers 1996 - 2007
CS First Boston 1985 - 1994
Skills
Hedge Funds, Equities, Trading, Proprietary Trading, Equity Derivatives, Options, FX Options, Sales Management, Financial Reporting, Derivatives, Trading Systems, Capital Markets, ETFs, Modeling, Investments, Securities, Risk Management, Electronic Trading, Asset Allocation, Portfolio Management, Financial Risk, Fixed Income
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance
University of Pennsylvania 1976 — 1979
BS Economics, Accounting and Finance
LightBox Capital July 2008 - Present
Lehman Brothers 2002 - 2007
Lehman Brothers 1996 - 2007
CS First Boston 1985 - 1994
Skills
Hedge Funds, Equities, Trading, Proprietary Trading, Equity Derivatives, Options, FX Options, Sales Management, Financial Reporting, Derivatives, Trading Systems, Capital Markets, ETFs, Modeling, Investments, Securities, Risk Management, Electronic Trading, Asset Allocation, Portfolio Management, Financial Risk, Fixed Income
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance
University of Pennsylvania 1976 — 1979
BS Economics, Accounting and Finance
Victor G. Caruso's Lehman Brothers Experience 1983 - 1993
Job Managing Member at Pierian Partners, LLC
Industry Investment Banking
Experience
Pierian Partners, LLC 2011 - Present
Piper Jaffray 2008 - 2010
Morgan Joseph & Co. 2007 - 2008
Gordian Group LLC 1997 - 2007
Bear Stearns 1993 - 1995
Lehman Brothers 1983 - 1993
Skills
Restructuring, Leveraged Finance, LBO, Private Equity, Due Diligence, Valuation, Venture Capital, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Debt, Financial Modeling, Business Valuation, Strategic Planning, Bankruptcy, Structured Finance, Special Situations, Loans, Real Estate, Business Planning, Credit, Accounting, Divestitures, Mezzanine, Business Strategy, Forecasting, Chapter 11, Hedge Funds, Recapitalizations, Cash Flow, Budgeting, Debt Restructuring, Corporate Development, Retail, Credit Analysis, M&A experience, Equities, Capital Structure, Fairness Opinions, High Yield, Workout, Project Finance, Securitization, Financial Advisory, Deal Structuring, Middle Market, Reorganization, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance and Accounting
Miami University (Ohio)
Bachelor of Science (B.Sc.), Finance and Accounting
Certified Public Accountant (Inactive)
State of Minnesota
Pierian Partners, LLC 2011 - Present
Piper Jaffray 2008 - 2010
Morgan Joseph & Co. 2007 - 2008
Gordian Group LLC 1997 - 2007
Bear Stearns 1993 - 1995
Lehman Brothers 1983 - 1993
Skills
Restructuring, Leveraged Finance, LBO, Private Equity, Due Diligence, Valuation, Venture Capital, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Debt, Financial Modeling, Business Valuation, Strategic Planning, Bankruptcy, Structured Finance, Special Situations, Loans, Real Estate, Business Planning, Credit, Accounting, Divestitures, Mezzanine, Business Strategy, Forecasting, Chapter 11, Hedge Funds, Recapitalizations, Cash Flow, Budgeting, Debt Restructuring, Corporate Development, Retail, Credit Analysis, M&A experience, Equities, Capital Structure, Fairness Opinions, High Yield, Workout, Project Finance, Securitization, Financial Advisory, Deal Structuring, Middle Market, Reorganization, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance and Accounting
Miami University (Ohio)
Bachelor of Science (B.Sc.), Finance and Accounting
Certified Public Accountant (Inactive)
State of Minnesota
Nathan Kush's Lehman Brothers Experience July 2001 - July 2004
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman August 2004 - Present
Lehman Brothers July 2001 - July 2004
Education
The University of Chicago - Booth School of Business 2007 — 2011
MBA with Honors
Tulane University - A.B. Freeman School of Business 1997 — 2001
BSM, Magna Cum Laude
The Hotchkiss School
Neuberger Berman August 2004 - Present
Lehman Brothers July 2001 - July 2004
Education
The University of Chicago - Booth School of Business 2007 — 2011
MBA with Honors
Tulane University - A.B. Freeman School of Business 1997 — 2001
BSM, Magna Cum Laude
The Hotchkiss School
King Hei Lim's Lehman Brothers Experience August 2007 - September 2008
Job at Barclays Capital
Industry Investment Banking
Experience
Barclays Investment Bank March 2014 - Present
Barclays Investment Bank August 2009 - February 2014
Nomura October 2008 - August 2009
Lehman Brothers August 2007 - September 2008
Infosys 2005 - 2005
Skills
Sybase
Education
The University of Hong Kong 2002 — 2006
Information Engineering, IT
Barclays Investment Bank March 2014 - Present
Barclays Investment Bank August 2009 - February 2014
Nomura October 2008 - August 2009
Lehman Brothers August 2007 - September 2008
Infosys 2005 - 2005
Skills
Sybase
Education
The University of Hong Kong 2002 — 2006
Information Engineering, IT
Jamie (Desmond) Wilbert's Lehman Brothers Experience September 2000 - September 2008
Job Associate Director at Bank of Montreal
Industry Investment Banking
Experience
Bank of Montreal July 2014 - Present
Barclays Capital 2008 - July 2014
Lehman Brothers September 2000 - September 2008
Skills
Middle Office, Fixed Income, Derivatives, Project Management
Education
The University of Connecticut School of Business 1995 — 2000
Finance
University of Connecticut 1995 — 2000
Bachelor of Science, Finance
Bank of Montreal July 2014 - Present
Barclays Capital 2008 - July 2014
Lehman Brothers September 2000 - September 2008
Skills
Middle Office, Fixed Income, Derivatives, Project Management
Education
The University of Connecticut School of Business 1995 — 2000
Finance
University of Connecticut 1995 — 2000
Bachelor of Science, Finance
Rodolpho Amboss's Lehman Brothers Experience 1997 - May 2010
Job Managing Director, CoFounder of Silverpeak Real Estate Partners
Industry Real Estate
Experience
Silverpeak Real Estate Partners May 2010 - Present
Lehman Brothers Real Estate Partners December 2001 - May 2010
Lehman Brothers 1997 - May 2010
Gafisa 1984 - 1995
Skills
Asset Management, Asset Managment, Capital Markets, Corporate Finance, Corporate Real Estate, Due Diligence, Financial Modeling, Investments, Private Equity, Real Estate Economics, Restructuring, Valuation, Venture Capital, Acquisitions, Financial Structuring, Structured Finance
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Economics & Real Estate
Universidade Federal do Rio de Janeiro 1981 — 1986
BSc, Civil Engineering
Silverpeak Real Estate Partners May 2010 - Present
Lehman Brothers Real Estate Partners December 2001 - May 2010
Lehman Brothers 1997 - May 2010
Gafisa 1984 - 1995
Skills
Asset Management, Asset Managment, Capital Markets, Corporate Finance, Corporate Real Estate, Due Diligence, Financial Modeling, Investments, Private Equity, Real Estate Economics, Restructuring, Valuation, Venture Capital, Acquisitions, Financial Structuring, Structured Finance
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Economics & Real Estate
Universidade Federal do Rio de Janeiro 1981 — 1986
BSc, Civil Engineering
James Singleton's Lehman Brothers Experience June 1983 - April 1994
Job Chairman & CEO at Curex Group Holdings LLC
Industry Financial Services
Experience
Curex Group LLC October 2009 - Present
Pillar Capital LP October 2007 - December 2013
The Cypress Group LLC April 1994 - December 2005
Lehman Brothers June 1983 - April 1994
Skills
Corporate Finance, Strategy, Private Equity, Hedge Funds, Venture Capital, Trading, Electronic Trading, Corporate Development, Equities, Financial Markets, Due Diligence, Valuation, Alternative Investments, Investments, Business Strategy, Emerging Markets, Finance, Capital Markets, Investment Banking
Education
The University of Chicago - Booth School of Business 1982 — 1984
MBA, Finance
Yale College 1974 — 1978
BA, English and History
Curex Group LLC October 2009 - Present
Pillar Capital LP October 2007 - December 2013
The Cypress Group LLC April 1994 - December 2005
Lehman Brothers June 1983 - April 1994
Skills
Corporate Finance, Strategy, Private Equity, Hedge Funds, Venture Capital, Trading, Electronic Trading, Corporate Development, Equities, Financial Markets, Due Diligence, Valuation, Alternative Investments, Investments, Business Strategy, Emerging Markets, Finance, Capital Markets, Investment Banking
Education
The University of Chicago - Booth School of Business 1982 — 1984
MBA, Finance
Yale College 1974 — 1978
BA, English and History
Gordon Lawrence, CFA's Lehman Brothers Experience January 1993 - July 1997
Job Partner and Derivatives Strategist at Wellington Management
Industry Investment Management
Experience
Wellington Management February 2006 - Present
Putnam Investments July 1999 - February 2006
Lehman Brothers January 1993 - July 1997
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Fixed Income, Investment Management, Investments, Asset Allocation, Portfolio Management, Bloomberg, Mutual Funds
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics
Williams College 1988 — 1992
BA, Psychology
Wellington Management February 2006 - Present
Putnam Investments July 1999 - February 2006
Lehman Brothers January 1993 - July 1997
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Fixed Income, Investment Management, Investments, Asset Allocation, Portfolio Management, Bloomberg, Mutual Funds
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics
Williams College 1988 — 1992
BA, Psychology
Michael Gui, CFA's Lehman Brothers Experience 2001 - 2002
Job Director of Business Development, Franklin Templeton Portfolio Advisors
Industry Financial Services
Experience
Franklin Templeton Investments June 2004 - August 2013
Lehman Brothers 2001 - 2002
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Franklin Templeton Investments June 2004 - August 2013
Lehman Brothers 2001 - 2002
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Keith Innes's Lehman Brothers Experience 1984 - 1998
Job Director, Capital Markets, Forum Partners
Industry Investment Management
Experience
Forum Partners 2008 - Present
Lehman Brothers 1984 - 1998
Education
The University of Glasgow 1978 — 1982
MA, Political Economy
Forum Partners 2008 - Present
Lehman Brothers 1984 - 1998
Education
The University of Glasgow 1978 — 1982
MA, Political Economy
Soni Mistry's Lehman Brothers Experience September 2005 - April 2008
Job Operations Analysis Manager, Enterprise Risk Management
Industry Financial Services
Experience
Capital One December 2012 - January 2015
Autodesk June 2011 - August 2011
University of Cambridge July 2008 - July 2010
Lehman Brothers September 2005 - April 2008
Hexaware Technologies June 2003 - September 2005
Skills
Analysis, Enterprise Risk..., Process Improvement, PowerPoint, SQL, Compensations, Modeling, Business Process..., Strategy, Management, Financial Modeling, Data Analysis, Finance, Risk Management, Financial Analysis, Analytics, Business Analysis, Project Planning, Requirements Gathering
Education
The Tuck School of Business at Dartmouth 2010 — 2012
MBA, General Management
HARVARD UNIVERSITY, DISTANCE LEARNING PROGRAM 2009 — 2009
Principles of Finance
THADOMAL SHAHANI ENGINEERING COLLEGE 1999 — 2003
BE, Computer Science
Capital One December 2012 - January 2015
Autodesk June 2011 - August 2011
University of Cambridge July 2008 - July 2010
Lehman Brothers September 2005 - April 2008
Hexaware Technologies June 2003 - September 2005
Skills
Analysis, Enterprise Risk..., Process Improvement, PowerPoint, SQL, Compensations, Modeling, Business Process..., Strategy, Management, Financial Modeling, Data Analysis, Finance, Risk Management, Financial Analysis, Analytics, Business Analysis, Project Planning, Requirements Gathering
Education
The Tuck School of Business at Dartmouth 2010 — 2012
MBA, General Management
HARVARD UNIVERSITY, DISTANCE LEARNING PROGRAM 2009 — 2009
Principles of Finance
THADOMAL SHAHANI ENGINEERING COLLEGE 1999 — 2003
BE, Computer Science
Geula Solomon's Lehman Brothers Experience December 2005 - September 2008
Job Managing Director at Barclays Capital
Industry Banking
Experience
Barclays September 2008 - Present
Lehman Brothers December 2005 - September 2008
Credit Suisse June 1998 - December 2005
PricewaterhouseCoopers 1992 - 1994
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA
University of Michigan 1988 — 1992
BA; BBA
Barclays September 2008 - Present
Lehman Brothers December 2005 - September 2008
Credit Suisse June 1998 - December 2005
PricewaterhouseCoopers 1992 - 1994
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA
University of Michigan 1988 — 1992
BA; BBA
Jamie Shah's Lehman Brothers Experience May 2006 - July 2006
Job ChemImpex Int'l. Inc.
Industry Biotechnology
Experience
Chem-Impex International, Inc. August 2013 - Present
Society of Kauffman Fellows January 2013 - Present
Hyde Park Angels / Hyde Park Venture Partners June 2012 - June 2013
Google August 2010 - August 2011
Goldman Sachs July 2008 - July 2010
Chem-Impex International, Inc. January 2008 - April 2008
Goldman Sachs May 2007 - July 2007
Lehman Brothers May 2006 - July 2006
Skills
Consumer Technology, Consumer Retail, Valuation, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Entrepreneurship, Finance, Managerial & Organizational Behavior
University of Wisconsin-Madison - School of Business 2004 — 2007
BBA, Finance, Investment & Banking, Spanish Linterature
Chem-Impex International, Inc. August 2013 - Present
Society of Kauffman Fellows January 2013 - Present
Hyde Park Angels / Hyde Park Venture Partners June 2012 - June 2013
Google August 2010 - August 2011
Goldman Sachs July 2008 - July 2010
Chem-Impex International, Inc. January 2008 - April 2008
Goldman Sachs May 2007 - July 2007
Lehman Brothers May 2006 - July 2006
Skills
Consumer Technology, Consumer Retail, Valuation, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Entrepreneurship, Finance, Managerial & Organizational Behavior
University of Wisconsin-Madison - School of Business 2004 — 2007
BBA, Finance, Investment & Banking, Spanish Linterature
David Heike's Lehman Brothers Experience May 1998 - October 2008
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock November 2008 - Present
Lehman Brothers May 1998 - October 2008
Richard Ivey School of Business 1997 - 1998
Skills
MBS, ABS, Fixed Income, Capital Markets, Hedge Funds, Credit Derivatives, Structured Products, Alternative Investments, Derivatives, Investment Banking, Equities, High Yield, Structured Finance, Bloomberg, Valuation, Finance, Financial Modeling, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1997
Ph.D., Finance
The University of British Columbia 1990 — 1992
MBA, Finance
University of Waterloo 1982 — 1987
Bachelor of Applied Science, Systems Design Engineering
BlackRock November 2008 - Present
Lehman Brothers May 1998 - October 2008
Richard Ivey School of Business 1997 - 1998
Skills
MBS, ABS, Fixed Income, Capital Markets, Hedge Funds, Credit Derivatives, Structured Products, Alternative Investments, Derivatives, Investment Banking, Equities, High Yield, Structured Finance, Bloomberg, Valuation, Finance, Financial Modeling, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1997
Ph.D., Finance
The University of British Columbia 1990 — 1992
MBA, Finance
University of Waterloo 1982 — 1987
Bachelor of Applied Science, Systems Design Engineering
Tom Costello's Lehman Brothers Experience 2000 - 2002
Job Principal at Baird Capital
Industry Venture Capital & Private Equity
Experience
Baird Capital 2007 - Present
Twin Hearts Autism Foundation 2010 - 2015
Chicago Growth Partners 2002 - 2006
Lehman Brothers 2000 - 2002
Skills
Finance, Strategy, Valuation, Investments, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Risk Management, Mergers & Acquisitions, Leadership, Portfolio Management, LBO
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of Chicago 1996 — 2000
BA- Economics
Baird Capital 2007 - Present
Twin Hearts Autism Foundation 2010 - 2015
Chicago Growth Partners 2002 - 2006
Lehman Brothers 2000 - 2002
Skills
Finance, Strategy, Valuation, Investments, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Risk Management, Mergers & Acquisitions, Leadership, Portfolio Management, LBO
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of Chicago 1996 — 2000
BA- Economics
Ken Burke's Lehman Brothers Experience 2000 - 2010
Job Vice President at Freddie Mac
Industry Financial Services
Experience
Freddie Mac 2011 - Present
Acenden Ltd (Formerly Capstone Mortgage Services Ltd) 2008 - 2011
Lehman Brothers 2000 - 2010
GenTek / Reheis Inc. 1999 - 2000
Ocwen Financial Corporation 1998 - 1999
Rohm and Haas Company 1990 - 1998
Skills
Mortgage Servicing, Mortgage Banking, Mortgage Lending, Securitization, Financial Services, Structured Finance, Risk Management, Portfolio Management, Management, Loans, Loan Servicing, Financial Analysis, Finance, Default, Credit Risk, Credit, Capital Markets, Asset Management, Banking
Education
The University of Chicago Booth School of Business 1994 — 1997
MBA, Finance and Accounting
Virginia Polytechnic Institute and State University 1985 — 1990
BS ChE, Chemical Engineering
Freddie Mac 2011 - Present
Acenden Ltd (Formerly Capstone Mortgage Services Ltd) 2008 - 2011
Lehman Brothers 2000 - 2010
GenTek / Reheis Inc. 1999 - 2000
Ocwen Financial Corporation 1998 - 1999
Rohm and Haas Company 1990 - 1998
Skills
Mortgage Servicing, Mortgage Banking, Mortgage Lending, Securitization, Financial Services, Structured Finance, Risk Management, Portfolio Management, Management, Loans, Loan Servicing, Financial Analysis, Finance, Default, Credit Risk, Credit, Capital Markets, Asset Management, Banking
Education
The University of Chicago Booth School of Business 1994 — 1997
MBA, Finance and Accounting
Virginia Polytechnic Institute and State University 1985 — 1990
BS ChE, Chemical Engineering
Randy Lynch's Lehman Brothers Experience July 1996 - August 1999
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2009 - Present
AIG February 2009 - October 2009
Morgan Stanley August 1999 - January 2009
Lehman Brothers July 1996 - August 1999
Raymond James Financial 1992 - 1994
Skills
Equities, Valuation, Financial Modeling, Investments, Portfolio Management, Mergers, Strategy, Acquisition Analysis, LBO, Leadership Development, Team Leadership, Strategic Communications, Mergers & Acquisitions, Business Valuation, Private Equity, Restructuring
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Accounting
Vanderbilt University 1988 — 1992
BA, Economics
Bank of America Merrill Lynch October 2009 - Present
AIG February 2009 - October 2009
Morgan Stanley August 1999 - January 2009
Lehman Brothers July 1996 - August 1999
Raymond James Financial 1992 - 1994
Skills
Equities, Valuation, Financial Modeling, Investments, Portfolio Management, Mergers, Strategy, Acquisition Analysis, LBO, Leadership Development, Team Leadership, Strategic Communications, Mergers & Acquisitions, Business Valuation, Private Equity, Restructuring
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Accounting
Vanderbilt University 1988 — 1992
BA, Economics
John Domanskis's Lehman Brothers Experience July 2008 - September 2008
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2015 - Present
ZS Associates June 2014 - August 2014
Shore Capital Partners March 2013 - May 2013
1776 Holdings LLC January 2013 - March 2013
Barclays September 2008 - December 2012
Lehman Brothers July 2008 - September 2008
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA
University of Michigan 2004 — 2006
The Boston Consulting Group September 2015 - Present
ZS Associates June 2014 - August 2014
Shore Capital Partners March 2013 - May 2013
1776 Holdings LLC January 2013 - March 2013
Barclays September 2008 - December 2012
Lehman Brothers July 2008 - September 2008
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA
University of Michigan 2004 — 2006
Robert Carlson's Lehman Brothers Experience 1997 - 2000
Job Director Barclays
Industry Investment Banking
Experience
Barclays May 2002 - February 2014
Morgan Stanley 2000 - 2002
Lehman Brothers 1997 - 2000
Education
FAAP - Fundação Armando Alvares Penteado 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Barclays May 2002 - February 2014
Morgan Stanley 2000 - 2002
Lehman Brothers 1997 - 2000
Education
FAAP - Fundação Armando Alvares Penteado 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Anil Abraham's Lehman Brothers Experience 2005 - 2005
Job Senior Relationship Manager at Institute of International Finance
Industry Financial Services
Experience
Institute of International Finance 2015 - Present
Intellectual Property Exchange International (IPXI) 2014 - 2015
Nuveen Investments 2012 - 2014
The University of Chicago Booth School of Business - Center for Research in Security Prices 2010 - 2012
Merrill Lynch 2007 - 2009
CIT 2006 - 2006
Lehman Brothers 2005 - 2005
Skills
Financial Modeling, Business Analysis, Equities, Real Estate, Mergers & Acquisitions, Hedging, Financial Institutions, Finance, Commercial Banking, Analysis, Investment Banking, CMBS, Capital Markets, Private Equity, Financial Analysis, Investments, Equity Capital Markets, Mergers, Due Diligence, Valuation, Leadership, Corporate Finance, Financial Markets, Derivatives
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
University of Notre Dame 2002 — 2006
BA, Economics and Computer Applications
Governor Livingston
Institute of International Finance 2015 - Present
Intellectual Property Exchange International (IPXI) 2014 - 2015
Nuveen Investments 2012 - 2014
The University of Chicago Booth School of Business - Center for Research in Security Prices 2010 - 2012
Merrill Lynch 2007 - 2009
CIT 2006 - 2006
Lehman Brothers 2005 - 2005
Skills
Financial Modeling, Business Analysis, Equities, Real Estate, Mergers & Acquisitions, Hedging, Financial Institutions, Finance, Commercial Banking, Analysis, Investment Banking, CMBS, Capital Markets, Private Equity, Financial Analysis, Investments, Equity Capital Markets, Mergers, Due Diligence, Valuation, Leadership, Corporate Finance, Financial Markets, Derivatives
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
University of Notre Dame 2002 — 2006
BA, Economics and Computer Applications
Governor Livingston
R. Dale Lynch's Lehman Brothers Experience May 2000 - May 2004
Job Financial Executive / CFO
Industry Venture Capital & Private Equity
Experience
Farmer Mac February 2013 - Present
U.S. Silica Company July 2011 - April 2012
Allied Capital July 2004 - April 2010
Lehman Brothers May 2000 - May 2004
Lehman Brothers May 1997 - May 2000
Deutsche Bank Securities August 1996 - May 1997
Merrill Lynch September 1992 - September 1994
Merrill Lynch August 1989 - August 1992
Skills
Leadership, Internal Audit, Private Equity, Financial Modeling, Mergers, Valuation, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Investment Banking, Equities, Investor Relations, Venture Capital, Leveraged Finance, IPO, Acquisitions, SOX 404, Financial Operations, Internal Controls, Financial Forecasting, Corporate FP&A, Public Relations, Profitable Growth, Growth Management, Telecommunications, Equity Research, Business Development, BDCs, Corporate Development, Mergers & Acquisitions, Investments
Education
Center for Creative Leadership 2007 — 2007
The University of Chicago Booth School of Business 1994 — 1996
MBA, with Honors, Financial Management and Economics
The Pennsylvania State University, Smeal College of Business 1984 — 1989
BS, with Honors, Accounting
Farmer Mac February 2013 - Present
U.S. Silica Company July 2011 - April 2012
Allied Capital July 2004 - April 2010
Lehman Brothers May 2000 - May 2004
Lehman Brothers May 1997 - May 2000
Deutsche Bank Securities August 1996 - May 1997
Merrill Lynch September 1992 - September 1994
Merrill Lynch August 1989 - August 1992
Skills
Leadership, Internal Audit, Private Equity, Financial Modeling, Mergers, Valuation, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Investment Banking, Equities, Investor Relations, Venture Capital, Leveraged Finance, IPO, Acquisitions, SOX 404, Financial Operations, Internal Controls, Financial Forecasting, Corporate FP&A, Public Relations, Profitable Growth, Growth Management, Telecommunications, Equity Research, Business Development, BDCs, Corporate Development, Mergers & Acquisitions, Investments
Education
Center for Creative Leadership 2007 — 2007
The University of Chicago Booth School of Business 1994 — 1996
MBA, with Honors, Financial Management and Economics
The Pennsylvania State University, Smeal College of Business 1984 — 1989
BS, with Honors, Accounting
Alexandra Smith's Lehman Brothers Experience May 2007 - July 2007
Job MBA Candidate at Booth School of Business
Industry Management Consulting
Experience
Deloitte May 2014 - Present
Capgemini July 2012 - April 2014
Capgemini July 2010 - August 2012
Capgemini July 2008 - July 2010
Lehman Brothers May 2007 - July 2007
Education
The University of Chicago - Booth School of Business 2013 — 2016
MBA Candidate, Finance & Strategy
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Finance (minor in accounting)
Deloitte May 2014 - Present
Capgemini July 2012 - April 2014
Capgemini July 2010 - August 2012
Capgemini July 2008 - July 2010
Lehman Brothers May 2007 - July 2007
Education
The University of Chicago - Booth School of Business 2013 — 2016
MBA Candidate, Finance & Strategy
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Finance (minor in accounting)
Kanisha Dolsingh's Lehman Brothers Experience 2002 - 2008
Job Program Manager (Consultant)
Industry Banking
Experience
BNP Paribas May 2014 - June 2015
BNP Paribas November 2013 - May 2014
Goldman Sachs June 2013 - October 2013
BNP Paribas April 2012 - November 2012
HSBC June 2011 - September 2011
JP Morgan Chase 2010 - 2011
Credit Suisse 2008 - 2009
Lehman Brothers 2002 - 2008
Mittal Steel 1999 - 2000
Skills
Change Management, Banking, Derivatives, Investment Banking, Asset Management, Business Analysis, Risk Management, Equities, FX, Risk, Vendor Management, Program Management, MS Project, Stakeholder Management, Process Engineering, Business Strategy, Visio, Project Planning, Requirements Analysis, Management Consulting, Business Planning, Risk Mitigation, Requirements Gathering, Excel, Analysis, Integration, Problem Solving, Outsourcing, SDLC, Global Custody, Prime Brokerage, Cross-Asset Securities, Project Management, Microsoft Office, Microsoft Word, Asset Managment, Credit Risk, Equity Derivatives, Finance, Microsoft Excel, FX Options, Financial Risk
Education
The University of Manchester 1998 — 2000
MSc, International Business
University of the Witwatersrand 1998 — 1999
MBA, Partnership in International Management (PIM) Programme
The University of Manchester 1995 — 1998
BSc Honours, Management Sciences
BNP Paribas May 2014 - June 2015
BNP Paribas November 2013 - May 2014
Goldman Sachs June 2013 - October 2013
BNP Paribas April 2012 - November 2012
HSBC June 2011 - September 2011
JP Morgan Chase 2010 - 2011
Credit Suisse 2008 - 2009
Lehman Brothers 2002 - 2008
Mittal Steel 1999 - 2000
Skills
Change Management, Banking, Derivatives, Investment Banking, Asset Management, Business Analysis, Risk Management, Equities, FX, Risk, Vendor Management, Program Management, MS Project, Stakeholder Management, Process Engineering, Business Strategy, Visio, Project Planning, Requirements Analysis, Management Consulting, Business Planning, Risk Mitigation, Requirements Gathering, Excel, Analysis, Integration, Problem Solving, Outsourcing, SDLC, Global Custody, Prime Brokerage, Cross-Asset Securities, Project Management, Microsoft Office, Microsoft Word, Asset Managment, Credit Risk, Equity Derivatives, Finance, Microsoft Excel, FX Options, Financial Risk
Education
The University of Manchester 1998 — 2000
MSc, International Business
University of the Witwatersrand 1998 — 1999
MBA, Partnership in International Management (PIM) Programme
The University of Manchester 1995 — 1998
BSc Honours, Management Sciences
Raymond Z. Deng's Lehman Brothers Experience June 2007 - August 2007
Job Longterm Growth Investor
Industry Investment Management
Experience
Matthews Asia March 2014 - Present
Hony Capital August 2013 - October 2013
CITIC Private Equity Funds Management June 2013 - August 2013
Booz & Company July 2008 - June 2012
Lehman Brothers June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Tsinghua University 2004 — 2008
Bachelor's Degree
Matthews Asia March 2014 - Present
Hony Capital August 2013 - October 2013
CITIC Private Equity Funds Management June 2013 - August 2013
Booz & Company July 2008 - June 2012
Lehman Brothers June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Tsinghua University 2004 — 2008
Bachelor's Degree
Joshua Rinkov's Lehman Brothers Experience June 2003 - September 2008
Job Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC December 2013 - Present
Metro Chicago Hillel May 2013 - Present
Credit Suisse September 2008 - December 2013
Lehman Brothers June 2003 - September 2008
Education
University of Kansas 1994 — 1998
BA
Jefferies LLC December 2013 - Present
Metro Chicago Hillel May 2013 - Present
Credit Suisse September 2008 - December 2013
Lehman Brothers June 2003 - September 2008
Education
University of Kansas 1994 — 1998
BA
Victoria Troyetsky's Lehman Brothers Experience July 2002 - July 2006
Job Director at American Express
Industry Financial Services
Experience
American Express April 2014 - Present
American Express June 2012 - March 2014
RBC Capital Markets June 2010 - June 2012
J.P. Morgan July 2008 - August 2009
Lehman Brothers July 2002 - July 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Due Diligence, Finance, Equities, Mergers & Acquisitions, Portfolio Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance
NYU Stern School of Business 1998 — 2002
BS, Finance
American Express April 2014 - Present
American Express June 2012 - March 2014
RBC Capital Markets June 2010 - June 2012
J.P. Morgan July 2008 - August 2009
Lehman Brothers July 2002 - July 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Due Diligence, Finance, Equities, Mergers & Acquisitions, Portfolio Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance
NYU Stern School of Business 1998 — 2002
BS, Finance
Anthony Brian Cochrane's Lehman Brothers Experience January 2004 - December 2005
Job EVP, Global Leader, M&A at Aon
Industry Insurance
Experience
Aon Leader of Aon M&A SolutionsEVP, Global Leader, M&AAonSeptember 2006 - Present
Lehman Brothers January 2004 - December 2005
McKinsey & Company 1998 - 2004
Skills
Mergers, Risk Management, Due Diligence, Insurance, Financial Analysis, Private Equity, Financial Modeling, Management Consulting, Financial Risk, Acquisition Integration, Business Strategy, Corporate Finance, Strategic Planning, Employee Benefits, Strategy, Change Management, Financial Services, Executive Management, Valuation, Restructuring, Investments, Mergers & Acquisitions, Portfolio Management, Enterprise Risk..., Leadership, Strategic Financial..., Business Transformation, Finance, Banking, Business Process..., Captives, Investment Banking, Managerial Finance, Underwriting, Venture Capital, Corporate Development, Divestitures, M&A experience
Education
The University of Chicago - Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Wake Forest University 1988 — 1992
BS, Accounting
Aon Leader of Aon M&A SolutionsEVP, Global Leader, M&AAonSeptember 2006 - Present
Lehman Brothers January 2004 - December 2005
McKinsey & Company 1998 - 2004
Skills
Mergers, Risk Management, Due Diligence, Insurance, Financial Analysis, Private Equity, Financial Modeling, Management Consulting, Financial Risk, Acquisition Integration, Business Strategy, Corporate Finance, Strategic Planning, Employee Benefits, Strategy, Change Management, Financial Services, Executive Management, Valuation, Restructuring, Investments, Mergers & Acquisitions, Portfolio Management, Enterprise Risk..., Leadership, Strategic Financial..., Business Transformation, Finance, Banking, Business Process..., Captives, Investment Banking, Managerial Finance, Underwriting, Venture Capital, Corporate Development, Divestitures, M&A experience
Education
The University of Chicago - Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Wake Forest University 1988 — 1992
BS, Accounting
Jamie Gabriel's Lehman Brothers Experience August 2003 - June 2006
Job Vice President Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2011 - Present
Barclays Capital April 2010 - January 2011
Citigroup August 2009 - April 2010
Citigroup June 2008 - August 2008
JP Morgan August 2006 - June 2007
Lehman Brothers August 2003 - June 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Vanderbilt University 1998 — 2002
BS, Bachelor of Science in Engineering, Minor in Economics
Credit Suisse April 2011 - Present
Barclays Capital April 2010 - January 2011
Citigroup August 2009 - April 2010
Citigroup June 2008 - August 2008
JP Morgan August 2006 - June 2007
Lehman Brothers August 2003 - June 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Vanderbilt University 1998 — 2002
BS, Bachelor of Science in Engineering, Minor in Economics
Patricia Vargas's Lehman Brothers Experience August 2001 - November 2002
Job Senior HR Business Partner at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland February 2015 - Present
Royal Bank of Scotland August 2014 - February 2015
Royal Bank of Scotland February 2014 - August 2014
Royal Bank of Scotland February 2013 - February 2014
Royal Bank of Scotland May 2009 - January 2013
Royal Bank of Scotland May 2006 - May 2009
Royal Bank of Scotland May 2003 - May 2006
Lehman Brothers August 2001 - November 2002
Skills
Employee Engagement, Human Resources, Change Management, Management, Talent Management, Performance Management, Reward, Organizational..., Organizational..., Employee Relations, Recruiting, Succession Planning
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance, Human Resources, Honours
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accounting
Royal Bank of Scotland February 2015 - Present
Royal Bank of Scotland August 2014 - February 2015
Royal Bank of Scotland February 2014 - August 2014
Royal Bank of Scotland February 2013 - February 2014
Royal Bank of Scotland May 2009 - January 2013
Royal Bank of Scotland May 2006 - May 2009
Royal Bank of Scotland May 2003 - May 2006
Lehman Brothers August 2001 - November 2002
Skills
Employee Engagement, Human Resources, Change Management, Management, Talent Management, Performance Management, Reward, Organizational..., Organizational..., Employee Relations, Recruiting, Succession Planning
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance, Human Resources, Honours
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accounting
Katrina Prokopy's Lehman Brothers Experience January 2007 - June 2009
Job Senior Legal Counsel at Scotiabank
Industry Legal Services
Experience
Scotiabank January 2014 - Present
BMO Financial Group April 2011 - October 2012
Knight Capital Group June 2009 - May 2010
Lehman Brothers January 2007 - June 2009
CIBC World Markets September 2002 - December 2006
Borden Ladner Gervais LLP September 1997 - April 2002
Skills
Corporate Governance, Securities, Corporate Law, Capital Markets, Mergers & Acquisitions, Due Diligence, AML, Litigation, Private Equity, Structured Finance, Corporate Finance, Derivatives, Legal Writing, Legal Research
Education
York University - Osgoode Hall Law School 1994 — 1997
LLB, Law
The University of British Columbia / UBC 1989 — 1993
BA, Political Science, Hns.
Scotiabank January 2014 - Present
BMO Financial Group April 2011 - October 2012
Knight Capital Group June 2009 - May 2010
Lehman Brothers January 2007 - June 2009
CIBC World Markets September 2002 - December 2006
Borden Ladner Gervais LLP September 1997 - April 2002
Skills
Corporate Governance, Securities, Corporate Law, Capital Markets, Mergers & Acquisitions, Due Diligence, AML, Litigation, Private Equity, Structured Finance, Corporate Finance, Derivatives, Legal Writing, Legal Research
Education
York University - Osgoode Hall Law School 1994 — 1997
LLB, Law
The University of British Columbia / UBC 1989 — 1993
BA, Political Science, Hns.
jeffrey horan's Lehman Brothers Experience 1994 - 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Seaport Group 2007 - 2009
UBS 2001 - 2005
Lehman Brothers 1994 - 2001
Kidder Peabody 1993 - 1994
TIAA-CREF 1992 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1990
BBA, Finance
The Seaport Group 2007 - 2009
UBS 2001 - 2005
Lehman Brothers 1994 - 2001
Kidder Peabody 1993 - 1994
TIAA-CREF 1992 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1990
BBA, Finance
Mark Chiappara's Lehman Brothers Experience 1997 - 2001
Job BBVA Compass / WEALTH400 / EVP
Industry Banking
Experience
BBVA Compass / WEALTH 400 2013 - 2015
Deutsche Bank 2006 - 2013
Bank of America 2001 - 2006
Lehman Brothers 1997 - 2001
Goldman Sachs 1996 - 1997
KPMG 1988 - 1994
Education
University of Chicago Graduate School of Business 1995 — 1996
Master of Business Administration (M.B.A.), Analytic Finance
Washington and Lee University 1984 — 1988
Bachelor of Science (BSc), Accounting and Commerce
BBVA Compass / WEALTH 400 2013 - 2015
Deutsche Bank 2006 - 2013
Bank of America 2001 - 2006
Lehman Brothers 1997 - 2001
Goldman Sachs 1996 - 1997
KPMG 1988 - 1994
Education
University of Chicago Graduate School of Business 1995 — 1996
Master of Business Administration (M.B.A.), Analytic Finance
Washington and Lee University 1984 — 1988
Bachelor of Science (BSc), Accounting and Commerce
Curtis Melton Jr.'s Lehman Brothers Experience 1994 - 1995
Job Senior Correctional Facilities Sales Professional at Boehringer Ingelheim Pharmaceuticals
Industry Pharmaceuticals
Experience
Boehringer Ingelheim Pharmaceuticals 2011 - Present
Boehringer Ingelheim Pharmaceuticals 2008 - 2011
Merck 2003 - 2004
Wachovia Securities Financial Network 1995 - 1997
Lehman Brothers 1994 - 1995
Paine Webber 1988 - 1994
Skills
Client Training, Sales Presentations, Speaker Management, Market Research, Analysis, Client Relationship..., Social Networking
Education
Connecticut School of Broadcasting
Sports Broadcasting
University of Kansas
Bachelor of Arts, Political Science
Boehringer Ingelheim Pharmaceuticals 2011 - Present
Boehringer Ingelheim Pharmaceuticals 2008 - 2011
Merck 2003 - 2004
Wachovia Securities Financial Network 1995 - 1997
Lehman Brothers 1994 - 1995
Paine Webber 1988 - 1994
Skills
Client Training, Sales Presentations, Speaker Management, Market Research, Analysis, Client Relationship..., Social Networking
Education
Connecticut School of Broadcasting
Sports Broadcasting
University of Kansas
Bachelor of Arts, Political Science
Laura Barcikowski's Lehman Brothers Experience August 1999 - June 2002
Job Senior IB Administrative Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2014 - Present
Robert W. Baird & Co. June 2007 - September 2014
Lehman Brothers August 1999 - June 2002
Merrill Lynch November 1993 - August 1999
Education
The University of Georgia 2002 — 2006
Bachelor of Arts (BA), Anthropology
Temple of Kriya Yoga Chicago 1995 — 1996
Hatha Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Robert W. Baird & Co. September 2014 - Present
Robert W. Baird & Co. June 2007 - September 2014
Lehman Brothers August 1999 - June 2002
Merrill Lynch November 1993 - August 1999
Education
The University of Georgia 2002 — 2006
Bachelor of Arts (BA), Anthropology
Temple of Kriya Yoga Chicago 1995 — 1996
Hatha Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Melanie Van Dorn's Lehman Brothers Experience February 2000 - July 2003
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2013 - March 2015
UBS Wealth Management August 2005 - October 2013
Lehman Brothers February 2000 - July 2003
Skills
Capital Markets, Financial Modeling, Management, Strategy, Strategic Planning, Finance, Leadership
Education
Tuck School of Business at Dartmouth 2003 — 2005
Master of Business Administration (M.B.A.), General Management
New York University - Leonard N. Stern School of Business 1996 — 2000
Bachelor of Science (B.S.), Finance & Information Systems
UBS Wealth Management October 2013 - March 2015
UBS Wealth Management August 2005 - October 2013
Lehman Brothers February 2000 - July 2003
Skills
Capital Markets, Financial Modeling, Management, Strategy, Strategic Planning, Finance, Leadership
Education
Tuck School of Business at Dartmouth 2003 — 2005
Master of Business Administration (M.B.A.), General Management
New York University - Leonard N. Stern School of Business 1996 — 2000
Bachelor of Science (B.S.), Finance & Information Systems
Donald Degnan's Lehman Brothers Experience September 1996 - February 1999
Job Parts Manager at Pep Boys
Industry Retail
Experience
Pep Boys December 2005 - Present
Pep Boys June 2005 - November 2005
Pep Boys April 2002 - June 2005
Pep Boys December 2001 - April 2002
Pep Boys June 2001 - November 2001
Pep Boys December 2000 - June 2001
National Football League October 1999 - April 2000
BNY Mellon March 1999 - October 1999
Lehman Brothers September 1996 - February 1999
AIG Trading Corp. June 1992 - June 1996
Skills
Customer Satisfaction, Customer Service, Help Desk Support, Inventory Control, Inventory Management, Loss Prevention, Management, Merchandising, Profit, Retail, Sales, Sales Management, Team Building
Education
Westchester Community College 1985 — 1987
N/A, Mathematics and Computer Science, 3.6
US Navy Nuclear Power School 1981 — 1982
N/A, Nuclear Engineering & Propulsion, 3.4
The University of New Mexico 1979 — 1980
N/A, Nuclear Physics
Sleepy Hollow High School 1976 — 1979
High School, College Prep
Pep Boys December 2005 - Present
Pep Boys June 2005 - November 2005
Pep Boys April 2002 - June 2005
Pep Boys December 2001 - April 2002
Pep Boys June 2001 - November 2001
Pep Boys December 2000 - June 2001
National Football League October 1999 - April 2000
BNY Mellon March 1999 - October 1999
Lehman Brothers September 1996 - February 1999
AIG Trading Corp. June 1992 - June 1996
Skills
Customer Satisfaction, Customer Service, Help Desk Support, Inventory Control, Inventory Management, Loss Prevention, Management, Merchandising, Profit, Retail, Sales, Sales Management, Team Building
Education
Westchester Community College 1985 — 1987
N/A, Mathematics and Computer Science, 3.6
US Navy Nuclear Power School 1981 — 1982
N/A, Nuclear Engineering & Propulsion, 3.4
The University of New Mexico 1979 — 1980
N/A, Nuclear Physics
Sleepy Hollow High School 1976 — 1979
High School, College Prep
William McCaleb's Lehman Brothers Experience August 2002 - April 2004
Job Vice President at Atlanta Equity Investors, LLC
Industry Venture Capital & Private Equity
Experience
Atlanta Equity Investors, LLC July 2009 - Present
Navigant Capital Advisors October 2004 - June 2009
Lehman Brothers August 2002 - April 2004
Skills
Private Equity, Mergers, Acquisitions, Corporate Finance, Financial Analysis, Financial Modeling, Debt Restructuring, Mergers & Acquisitions, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration (MBA)
The University of Georgia 1991 — 1995
Bachelor of Business Administration (BBA)
Atlanta Equity Investors, LLC July 2009 - Present
Navigant Capital Advisors October 2004 - June 2009
Lehman Brothers August 2002 - April 2004
Skills
Private Equity, Mergers, Acquisitions, Corporate Finance, Financial Analysis, Financial Modeling, Debt Restructuring, Mergers & Acquisitions, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration (MBA)
The University of Georgia 1991 — 1995
Bachelor of Business Administration (BBA)
Jamie Mayo's Lehman Brothers Experience September 1998 - March 2008
Job Chief Administrative Officer
Industry Investment Banking
Experience
Porzio Bromberg & Newman P.C. October 2008 - December 2009
Lehman Brothers September 1998 - March 2008
Education
The University of Chicago Booth School of Business 1996 — 1998
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Porzio Bromberg & Newman P.C. October 2008 - December 2009
Lehman Brothers September 1998 - March 2008
Education
The University of Chicago Booth School of Business 1996 — 1998
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance and Marketing
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS