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
Kinsey Schimsk Kinsey Schimsk's Lehman Brothers Experience May 2007 - July 2007
Job Senior Consultant, Customer Enablement at PROS
Industry Computer Software
Experience
PROS January 2015 - Present
PROS January 2014 - January 2015
PROS March 2012 - January 2014
Jefferies & Company July 2010 - March 2012
Chicago Trading Company July 2008 - July 2009
Lehman Brothers May 2007 - July 2007
Austin Capital Management May 2006 - December 2006
Skills
Consulting, Analysis, Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Finance, Project Management, Competitive Analysis, Microsoft Word, Public Speaking, Options, Research, SQL, XML, Databases, Microsoft SQL Server, Software Implementation, Agile Methodologies, Leadership, Investment Banking, PowerPoint, Project Planning, Market Analysis, Marketing, Data Analysis, Analysis Services, MDX, Technical Solution..., Pricing Strategy, Pricing Analysis, Pricing Optimization, Performance Tuning, KPI Dashboards, KPI Reports, Change Management, Price Lists, Contract Management, Presentations, Project Leadership, Visio, Access, Trading, Bloomberg, Equities, Software Project..., Solutions Design, IT Solutions, T-SQL
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.), 3.9
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
BBA, Finance, Business Honors, 4.0
The University of Texas at Austin 2003 — 2008
BA, Plan II, 4.0
PROS January 2015 - Present
PROS January 2014 - January 2015
PROS March 2012 - January 2014
Jefferies & Company July 2010 - March 2012
Chicago Trading Company July 2008 - July 2009
Lehman Brothers May 2007 - July 2007
Austin Capital Management May 2006 - December 2006
Skills
Consulting, Analysis, Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Finance, Project Management, Competitive Analysis, Microsoft Word, Public Speaking, Options, Research, SQL, XML, Databases, Microsoft SQL Server, Software Implementation, Agile Methodologies, Leadership, Investment Banking, PowerPoint, Project Planning, Market Analysis, Marketing, Data Analysis, Analysis Services, MDX, Technical Solution..., Pricing Strategy, Pricing Analysis, Pricing Optimization, Performance Tuning, KPI Dashboards, KPI Reports, Change Management, Price Lists, Contract Management, Presentations, Project Leadership, Visio, Access, Trading, Bloomberg, Equities, Software Project..., Solutions Design, IT Solutions, T-SQL
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.), 3.9
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
BBA, Finance, Business Honors, 4.0
The University of Texas at Austin 2003 — 2008
BA, Plan II, 4.0
Doug Manor Doug Manor's Lehman Brothers Experience July 2004 - June 2007
Job
Industry Venture Capital & Private Equity
Experience
Neuberger Berman July 2013 - Present
McCombs School of Business July 2011 - June 2013
Deloitte Consulting May 2012 - August 2012
Neuberger Berman July 2006 - July 2011
Lehman Brothers July 2004 - June 2007
Lehman Brothers June 2003 - August 2003
Skills
Private Equity, Venture Capital, Due Diligence, Valuation, Financial Modeling, Management Consulting, Investment Banking, M&A experience, Financial Analysis, Investments, Corporate Finance, Finance, Investment Management, Strategy, Mutual Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Finance, Management
University of Oklahoma - Price College of Business 1999 — 2004
BBA, Finance
Neuberger Berman July 2013 - Present
McCombs School of Business July 2011 - June 2013
Deloitte Consulting May 2012 - August 2012
Neuberger Berman July 2006 - July 2011
Lehman Brothers July 2004 - June 2007
Lehman Brothers June 2003 - August 2003
Skills
Private Equity, Venture Capital, Due Diligence, Valuation, Financial Modeling, Management Consulting, Investment Banking, M&A experience, Financial Analysis, Investments, Corporate Finance, Finance, Investment Management, Strategy, Mutual Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Finance, Management
University of Oklahoma - Price College of Business 1999 — 2004
BBA, Finance
William Prather William Prather's Lehman Brothers Experience July 2006 - July 2008
Job Analyst/Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock April 2009 - Present
R3 Capital July 2008 - April 2009
Lehman Brothers July 2006 - July 2008
Teton Capital Partners May 2005 - March 2006
Skills
CPA, Chartered Financial..., Fundamental Analysis, Macro Analysis, Value Investing, Long/Short Equity, Long/Short Credit, Private Equity, Fixed Income
Education
The University of Texas at Austin 2004 — 2005
Master of Accounting, Accounting
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BlackRock April 2009 - Present
R3 Capital July 2008 - April 2009
Lehman Brothers July 2006 - July 2008
Teton Capital Partners May 2005 - March 2006
Skills
CPA, Chartered Financial..., Fundamental Analysis, Macro Analysis, Value Investing, Long/Short Equity, Long/Short Credit, Private Equity, Fixed Income
Education
The University of Texas at Austin 2004 — 2005
Master of Accounting, Accounting
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Giovanni Edwards, MBA Giovanni Edwards, MBA's Lehman Brothers Experience January 1998 - April 1999
Job Economic Research Analyst at CenterPoint Energy
Industry Utilities
Experience
CenterPoint Energy November 2005 - Present
Apollo Business Advisory January 2003 - October 2005
Deutsche Bank September 2001 - August 2002
Deutsche Bank January 2001 - September 2001
Credit Suisse First Boston December 1999 - November 2000
Credit Suisse First Boston June 1999 - December 1999
Lehman Brothers January 1998 - April 1999
Skills
Finance, Financial Analysis, Financial Modeling, Financial Services, Financial Statement..., Corporate Finance, Business Strategy, Business Analysis, Research, Market Research, Economic Research, Economic Development, Economic Modeling, Project Management, Risk Management, E-commerce, Strategic Communications, Microsoft Excel, Management Consulting, Due Diligence, Data Analysis, Economics, Analysis, Forecasting, Business Planning, Business Development, Budgets, Valuation, Energy
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (M.B.A.), Finance and Management
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
CenterPoint Energy November 2005 - Present
Apollo Business Advisory January 2003 - October 2005
Deutsche Bank September 2001 - August 2002
Deutsche Bank January 2001 - September 2001
Credit Suisse First Boston December 1999 - November 2000
Credit Suisse First Boston June 1999 - December 1999
Lehman Brothers January 1998 - April 1999
Skills
Finance, Financial Analysis, Financial Modeling, Financial Services, Financial Statement..., Corporate Finance, Business Strategy, Business Analysis, Research, Market Research, Economic Research, Economic Development, Economic Modeling, Project Management, Risk Management, E-commerce, Strategic Communications, Microsoft Excel, Management Consulting, Due Diligence, Data Analysis, Economics, Analysis, Forecasting, Business Planning, Business Development, Budgets, Valuation, Energy
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (M.B.A.), Finance and Management
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
Catherine Eckert Catherine Eckert's Lehman Brothers Experience April 2007 - April 2011
Job Licensed Real Estate Agent at Keller Williams Westfield
Industry Real Estate
Experience
Keller Williams Realty, Inc. April 2014 - Present
Prudential New Jersey Properties April 2013 - April 2014
Ally Financial Inc. April 2011 - June 2012
Lehman Brothers April 2007 - April 2011
JPMorgan Chase 2002 - 2007
JPMorgan Chase 1992 - 2002
JPMorgan Chase 1990 - 1992
JPMorgan Chase 1985 - 1990
Epirotiki Cruise Lines 1981 - 1984
Oddfellows Playhouse Community Theatre 1979 - 1981
Skills
Business Analysis, Strategic Planning, Project Management, Change Management, Mortgage Lending, Financial Analysis, Risk Management, Financial Modeling, Banking, Portfolio Management, Mortgage Banking, Credit Risk, Loans
Education
NYU Stern School of Business 1982 — 1985
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford 1972 — 1976
Bachelor of Arts (B.A.), English Language and Literature, General
Keller Williams Realty, Inc. April 2014 - Present
Prudential New Jersey Properties April 2013 - April 2014
Ally Financial Inc. April 2011 - June 2012
Lehman Brothers April 2007 - April 2011
JPMorgan Chase 2002 - 2007
JPMorgan Chase 1992 - 2002
JPMorgan Chase 1990 - 1992
JPMorgan Chase 1985 - 1990
Epirotiki Cruise Lines 1981 - 1984
Oddfellows Playhouse Community Theatre 1979 - 1981
Skills
Business Analysis, Strategic Planning, Project Management, Change Management, Mortgage Lending, Financial Analysis, Risk Management, Financial Modeling, Banking, Portfolio Management, Mortgage Banking, Credit Risk, Loans
Education
NYU Stern School of Business 1982 — 1985
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford 1972 — 1976
Bachelor of Arts (B.A.), English Language and Literature, General
Gabe Lo Gabe Lo's Lehman Brothers Experience September 2008 - September 2010
Job Corporate Development at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan May 2013 - Present
Copano Energy October 2010 - Present
Lehman Brothers September 2008 - September 2010
RBC Capital Markets 2005 - 2006
Skills
Valuation, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Risk Management, Forecasting, Finance, Consulting, Mergers, Acquisitions, Options Strategies, Options, Hedge Funds, Energy, Natural Gas, Mergers & Acquisitions, Private Equity, Corporate Finance
Education
The University of Texas at Austin 2001 — 2005
Accounting and Finance
Kinder Morgan May 2013 - Present
Copano Energy October 2010 - Present
Lehman Brothers September 2008 - September 2010
RBC Capital Markets 2005 - 2006
Skills
Valuation, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Risk Management, Forecasting, Finance, Consulting, Mergers, Acquisitions, Options Strategies, Options, Hedge Funds, Energy, Natural Gas, Mergers & Acquisitions, Private Equity, Corporate Finance
Education
The University of Texas at Austin 2001 — 2005
Accounting and Finance
Goldie Cheng Goldie Cheng's Lehman Brothers Experience July 2002 - February 2004
Job
Industry Internet
Experience
Westfield Labs July 2015 - Present
Westfield Labs September 2013 - Present
Right Media August 2011 - July 2013
HealthInReach July 2009 - June 2011
Landor Associates July 2005 - June 2007
East West Mortgage April 2004 - July 2005
Lehman Brothers July 2002 - February 2004
Skills
Business Development, Business Strategy, Start-ups, Analytics, Strategic Partnerships, Strategy, Strategic Planning, Entrepreneurship, Digital Media, Management Consulting, Market Research, Marketing Strategy, Management, Financial Modeling, New Business Development, Product Development, Business Planning, Marketing, Social Media, Mergers & Acquisitions, Leadership, SEM, Competitive Analysis, Forecasting, Analysis, CMS
Education
Tufts University
Economics
University of California, Los Angeles - The Anderson School of Management
MBA
Tsinghua University 2008 — 2008
International Exchange, Business Administration and Management, General
Westfield Labs July 2015 - Present
Westfield Labs September 2013 - Present
Right Media August 2011 - July 2013
HealthInReach July 2009 - June 2011
Landor Associates July 2005 - June 2007
East West Mortgage April 2004 - July 2005
Lehman Brothers July 2002 - February 2004
Skills
Business Development, Business Strategy, Start-ups, Analytics, Strategic Partnerships, Strategy, Strategic Planning, Entrepreneurship, Digital Media, Management Consulting, Market Research, Marketing Strategy, Management, Financial Modeling, New Business Development, Product Development, Business Planning, Marketing, Social Media, Mergers & Acquisitions, Leadership, SEM, Competitive Analysis, Forecasting, Analysis, CMS
Education
Tufts University
Economics
University of California, Los Angeles - The Anderson School of Management
MBA
Tsinghua University 2008 — 2008
International Exchange, Business Administration and Management, General
Craig Taylor's Lehman Brothers Experience August 2006 - August 2007
Job Managing Director Head of Energy Derivatives at MUFG Union Bank (a whollyowned sub of Mitsubishi UFJ Financial Group)
Industry Banking
Experience
MUFG Union Bank August 2007 - Present
Lehman Brothers August 2006 - August 2007
Total Gas & Power Ltd June 2005 - August 2006
HESCO February 2003 - June 2005
UBS Investment Bank February 2002 - January 2003
Enron January 1999 - February 2002
PG&E Energy Trading August 1997 - January 1999
Skills
Commodity Markets, Portfolio Management, Energy Industry, Hedging, Commodity, Derivatives, Marketing, Strategic Planning, Structured Products, Credit, Equity Derivatives, Due Diligence, Contract Negotiation, Banking, Natural Gas, Interest Rate..., Economics, Energy, Bonds, Mergers & Acquisitions, Options, Finance, Loan Origination, Loans, Risk Management, Management
Education
The University of Texas at Austin 1985 — 1989
BA, Economics
MUFG Union Bank August 2007 - Present
Lehman Brothers August 2006 - August 2007
Total Gas & Power Ltd June 2005 - August 2006
HESCO February 2003 - June 2005
UBS Investment Bank February 2002 - January 2003
Enron January 1999 - February 2002
PG&E Energy Trading August 1997 - January 1999
Skills
Commodity Markets, Portfolio Management, Energy Industry, Hedging, Commodity, Derivatives, Marketing, Strategic Planning, Structured Products, Credit, Equity Derivatives, Due Diligence, Contract Negotiation, Banking, Natural Gas, Interest Rate..., Economics, Energy, Bonds, Mergers & Acquisitions, Options, Finance, Loan Origination, Loans, Risk Management, Management
Education
The University of Texas at Austin 1985 — 1989
BA, Economics
Fintan Quill Fintan Quill's Lehman Brothers Experience April 2006 - September 2008
Job Global Head of Sales Engineering at Kx Systems
Industry Information Technology and Services
Experience
Kx Systems September 2014 - Present
Kx Systems February 2012 - September 2014
Nomura September 2010 - February 2012
Quill Quant Inc. August 2010 - February 2012
Barclays Capital September 2008 - September 2010
First Derivatives February 2005 - September 2010
Lehman Brothers April 2006 - September 2008
Skills
Derivatives, Equities, Equity Derivatives, Fixed Income, Trading, Capital Markets, FX, VBA, Commodities, Quantitative Finance, Options, Trading Systems, Market Data, KDB, FX Options, Quantitative Analytics, Interest Rate..., Algorithms, Low Latency, Credit Derivatives
Education
Trinity College Dublin 2000 — 2004
BA, BAI, Computer & Microelectronic Engineering
Kx Systems September 2014 - Present
Kx Systems February 2012 - September 2014
Nomura September 2010 - February 2012
Quill Quant Inc. August 2010 - February 2012
Barclays Capital September 2008 - September 2010
First Derivatives February 2005 - September 2010
Lehman Brothers April 2006 - September 2008
Skills
Derivatives, Equities, Equity Derivatives, Fixed Income, Trading, Capital Markets, FX, VBA, Commodities, Quantitative Finance, Options, Trading Systems, Market Data, KDB, FX Options, Quantitative Analytics, Interest Rate..., Algorithms, Low Latency, Credit Derivatives
Education
Trinity College Dublin 2000 — 2004
BA, BAI, Computer & Microelectronic Engineering
Abie Ikhinimwin Abie Ikhinimwin's Lehman Brothers Experience June 2008 - August 2008
Job Court Clerk Assistant at City of Austin
Industry Nonprofit Organization Management
Experience
City of Austin March 2015 - Present
Whole Foods Market November 2014 - Present
Barshop Jewish Community Center August 2013 - October 2014
Foundation Communities January 2013 - August 2013
Bexar County District Attorney's Office April 2011 - December 2011
Law Office of Patricia Wueste January 2011 - April 2011
HCA April 2009 - September 2010
Keller Williams Realty, Inc. March 2009 - October 2009
The University of Texas at San Antonio January 2007 - August 2009
Lehman Brothers June 2008 - August 2008
Skills
Legal Issues, Legal Research, Legal Writing, Customer Service, Teaching, Research, Microsoft Office, Teamwork, Insurance, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Problem Solving, Leadership, Social Media, Time Management, Sales, Social Networking, Nonprofits
Education
The University of Texas at San Antonio 2006 — 2014
Bachelor's degree, Criminal Justice/Police Science
The University of Texas at San Antonio
Criminal Justice with a concentration in Legal Issues and Adjudications
City of Austin March 2015 - Present
Whole Foods Market November 2014 - Present
Barshop Jewish Community Center August 2013 - October 2014
Foundation Communities January 2013 - August 2013
Bexar County District Attorney's Office April 2011 - December 2011
Law Office of Patricia Wueste January 2011 - April 2011
HCA April 2009 - September 2010
Keller Williams Realty, Inc. March 2009 - October 2009
The University of Texas at San Antonio January 2007 - August 2009
Lehman Brothers June 2008 - August 2008
Skills
Legal Issues, Legal Research, Legal Writing, Customer Service, Teaching, Research, Microsoft Office, Teamwork, Insurance, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Problem Solving, Leadership, Social Media, Time Management, Sales, Social Networking, Nonprofits
Education
The University of Texas at San Antonio 2006 — 2014
Bachelor's degree, Criminal Justice/Police Science
The University of Texas at San Antonio
Criminal Justice with a concentration in Legal Issues and Adjudications
Jerry G Mauricio's Lehman Brothers Experience November 2003 - September 2008
Job Managing Director and Chief Compliance Officer US Wealth Management at BMO Financial Group
Industry Investment Management
Experience
BMO Financial Group November 2014 - Present
BMO Financial Group March 2014 - November 2014
Bank of the West/BNP Paribas Group February 2014 - March 2014
Bank of the West/BNP Paribas Group May 2010 - February 2014
Barclays Capital Inc. September 2008 - April 2010
Lehman Brothers November 2003 - September 2008
Lehman Brothers July 2001 - November 2003
Lehman Brothers September 1999 - July 2001
Bear Stearns and Co, Inc. 1998 - 1999
NASD Regulation (n/k/a Financial Industry Regulatory Authority) June 1996 - May 1998
Skills
Capital Markets, Series 7, Securities, Fixed Income, Structured Products, Private Banking, Trading, Investment Banking, FINRA, Equities, Derivatives, Asset Managment, Financial Services, Asset Management, Risk Management
Education
The University of Texas at Austin - The Red McCombs School of Business
Finance
BMO Financial Group November 2014 - Present
BMO Financial Group March 2014 - November 2014
Bank of the West/BNP Paribas Group February 2014 - March 2014
Bank of the West/BNP Paribas Group May 2010 - February 2014
Barclays Capital Inc. September 2008 - April 2010
Lehman Brothers November 2003 - September 2008
Lehman Brothers July 2001 - November 2003
Lehman Brothers September 1999 - July 2001
Bear Stearns and Co, Inc. 1998 - 1999
NASD Regulation (n/k/a Financial Industry Regulatory Authority) June 1996 - May 1998
Skills
Capital Markets, Series 7, Securities, Fixed Income, Structured Products, Private Banking, Trading, Investment Banking, FINRA, Equities, Derivatives, Asset Managment, Financial Services, Asset Management, Risk Management
Education
The University of Texas at Austin - The Red McCombs School of Business
Finance
Husein Razak, CPA Husein Razak, CPA's Lehman Brothers Experience 1993 - 2009
Job CFO & Global Head of Finance at Prudential Real Estate Investors
Industry Financial Services
Experience
Prudential Real Estate Investors 2013 - Present
Morgan Stanley 2009 - 2013
Lehman Brothers Investment Management 2005 - 2009
Lehman Brothers 1993 - 2009
Lehman Brothers 2007 - 2008
Lehman Brothers Investment Management 2004 - 2005
Lehman Brothers - Asia 2000 - 2004
Lehman Brothers 1993 - 2000
PwC 1987 - 1993
Skills
Asset Management, Capital Markets, Fixed Income, Real Estate, Investment Banking, Wealth Management, Private Equity, Financial Risk, Financial Reporting, Business Planning, Financial Analysis, Hedging, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business
MBA
University of South Carolina - Darla Moore School of Business
B.S.
Prudential Real Estate Investors 2013 - Present
Morgan Stanley 2009 - 2013
Lehman Brothers Investment Management 2005 - 2009
Lehman Brothers 1993 - 2009
Lehman Brothers 2007 - 2008
Lehman Brothers Investment Management 2004 - 2005
Lehman Brothers - Asia 2000 - 2004
Lehman Brothers 1993 - 2000
PwC 1987 - 1993
Skills
Asset Management, Capital Markets, Fixed Income, Real Estate, Investment Banking, Wealth Management, Private Equity, Financial Risk, Financial Reporting, Business Planning, Financial Analysis, Hedging, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business
MBA
University of South Carolina - Darla Moore School of Business
B.S.
Leslie Dunning Leslie Dunning's Lehman Brothers Experience January 1997 - January 2010
Job JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
PCCP, LLC December 2009 - April 2015
Lehman Brothers January 1997 - January 2010
Obama for America 2008 - 2009
Goldman Sachs July 1995 - March 1996
Skills
Management, Real Estate, Investments, Due Diligence, Portfolio Management, Asset Management, Finance, Real Estate Transactions, Financial Analysis, Microsoft Excel, Private Equity, Financial Modeling, Time Management, Valuation, NYS Notary Public, Capital Markets, Commercial Real Estate, Corporate Finance, Disposition, Equities, Investment Properties, Loans, Real Estate Development, Real Estate Economics
Education
Touro College 1991 — 1992
J.P. Morgan April 2015 - Present
PCCP, LLC December 2009 - April 2015
Lehman Brothers January 1997 - January 2010
Obama for America 2008 - 2009
Goldman Sachs July 1995 - March 1996
Skills
Management, Real Estate, Investments, Due Diligence, Portfolio Management, Asset Management, Finance, Real Estate Transactions, Financial Analysis, Microsoft Excel, Private Equity, Financial Modeling, Time Management, Valuation, NYS Notary Public, Capital Markets, Commercial Real Estate, Corporate Finance, Disposition, Equities, Investment Properties, Loans, Real Estate Development, Real Estate Economics
Education
Touro College 1991 — 1992
Joshua Mika Joshua Mika's Lehman Brothers Experience June 2004 - October 2008
Job Vice President Deputy Chief Compliance Officer, Tiedemann Wealth Managment
Industry Investment Management
Experience
Tower Research Capital March 2011 - July 2012
Perella Weinberg Partners November 2008 - March 2011
Lehman Brothers June 2004 - October 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2001 - June 2004
Skills
Asset Managment, Auditing, Investment Banking, Trading, Hedge Funds, Securities, Equities, Management, Capital Markets, Due Diligence, Alternative Investments, Fixed Income, Derivatives, Asset Management, FINRA, Private Equity, Securities Regulation
Education
University of Michigan 1997 — 2001
BA
Trinity College Dublin 2000 — 2000
Summer, English
Tower Research Capital March 2011 - July 2012
Perella Weinberg Partners November 2008 - March 2011
Lehman Brothers June 2004 - October 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2001 - June 2004
Skills
Asset Managment, Auditing, Investment Banking, Trading, Hedge Funds, Securities, Equities, Management, Capital Markets, Due Diligence, Alternative Investments, Fixed Income, Derivatives, Asset Management, FINRA, Private Equity, Securities Regulation
Education
University of Michigan 1997 — 2001
BA
Trinity College Dublin 2000 — 2000
Summer, English
Adam S. Rosenthal Adam S. Rosenthal's Lehman Brothers Experience July 1996 - September 2008
Job Managing Director, Private Wealth Advisor Senior Portfolio Manager at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
Lehman Brothers July 1996 - September 2008
MGSI Securities March 1992 - July 1994
Kidder, Peabody July 1990 - March 1992
Education
Wharton School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
UBS September 2008 - Present
Lehman Brothers July 1996 - September 2008
MGSI Securities March 1992 - July 1994
Kidder, Peabody July 1990 - March 1992
Education
Wharton School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Cillian O'Bradaigh Cillian O'Bradaigh's Lehman Brothers Experience September 1990 - May 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2008 - Present
Lehman Brothers September 1990 - May 2008
Education
Trinity College, Dublin
BBS, Business
Morgan Stanley May 2008 - Present
Lehman Brothers September 1990 - May 2008
Education
Trinity College, Dublin
BBS, Business
David Livingston David Livingston's Lehman Brothers Experience 2007 - 2008
Job VP Midstream Development at Twin Eagle Resource Management, LLC
Industry Oil & Energy
Experience
Twin Eagle Resource Management June 2014 - Present
Treetop Energy May 2013 - June 2014
Noble Americas June 2010 - May 2013
EDF Trading 2008 - 2010
Lehman Brothers 2007 - 2008
Eagle Energy Partners 2005 - 2007
Cinergy 2000 - 2005
Williams Energy 1995 - 1999
TriStar Gas Marketing 1992 - 1995
BridgeGas U.S.A 1990 - 1992
Skills
Valuation, Commodity Markets, Business Development, Natural Gas, Risk Management, Management Consulting, Energy, Hedging, Derivatives, Trading, Energy Markets, Commodity, Mergers, Due Diligence, Options, Financial Risk, Mergers & Acquisitions, Gas, Investments, Investment Banking, Market Risk, Trading Systems, Structured Finance, Renewable Energy, LNG, Business Strategy, Contract Negotiation, Portfolio Management, Energy Industry, Commodity Risk..., Financial Modeling, Petroleum, Financial Structuring, Asset Management, Capital Markets, Electricity Markets, Proprietary Trading, Swaps, Economics, Emerging Markets, Oil & Gas Industry, Oilfield, Joint Ventures, B2B, Originations, Deal Execution
Education
The University of Texas at Austin 1977 — 1983
BBA, Petroleum Land Management and Finance
Twin Eagle Resource Management June 2014 - Present
Treetop Energy May 2013 - June 2014
Noble Americas June 2010 - May 2013
EDF Trading 2008 - 2010
Lehman Brothers 2007 - 2008
Eagle Energy Partners 2005 - 2007
Cinergy 2000 - 2005
Williams Energy 1995 - 1999
TriStar Gas Marketing 1992 - 1995
BridgeGas U.S.A 1990 - 1992
Skills
Valuation, Commodity Markets, Business Development, Natural Gas, Risk Management, Management Consulting, Energy, Hedging, Derivatives, Trading, Energy Markets, Commodity, Mergers, Due Diligence, Options, Financial Risk, Mergers & Acquisitions, Gas, Investments, Investment Banking, Market Risk, Trading Systems, Structured Finance, Renewable Energy, LNG, Business Strategy, Contract Negotiation, Portfolio Management, Energy Industry, Commodity Risk..., Financial Modeling, Petroleum, Financial Structuring, Asset Management, Capital Markets, Electricity Markets, Proprietary Trading, Swaps, Economics, Emerging Markets, Oil & Gas Industry, Oilfield, Joint Ventures, B2B, Originations, Deal Execution
Education
The University of Texas at Austin 1977 — 1983
BBA, Petroleum Land Management and Finance
William Cardinale William Cardinale's Lehman Brothers Experience November 2005 - October 2008
Job Nomura Securities
Industry Financial Services
Experience
Nomura Securities August 2012 - Present
Lehman Brothers Holdings Inc. October 2008 - June 2012
Lehman Brothers November 2005 - October 2008
Skills
Data Analysis, Derivatives, Securities, Contract Management, ISDA, Legal Documents, Documentation, Workflow Analysis, Project Management, Analysis, Financial Analysis, KYC, Anti Money Laundering, Due Diligence, Credit Derivatives, Credit, Equities, Fixed Income, Financial Services, Investments, Private Equity, Sales, Software Documentation, Trading
Education
Towson University 2001 — 2005
B.S., Business Administration
NYU SCPS
Digital Media Marketing
Nomura Securities August 2012 - Present
Lehman Brothers Holdings Inc. October 2008 - June 2012
Lehman Brothers November 2005 - October 2008
Skills
Data Analysis, Derivatives, Securities, Contract Management, ISDA, Legal Documents, Documentation, Workflow Analysis, Project Management, Analysis, Financial Analysis, KYC, Anti Money Laundering, Due Diligence, Credit Derivatives, Credit, Equities, Fixed Income, Financial Services, Investments, Private Equity, Sales, Software Documentation, Trading
Education
Towson University 2001 — 2005
B.S., Business Administration
NYU SCPS
Digital Media Marketing
subramanya suresh subramanya suresh's Lehman Brothers Experience September 2006 - May 2007
Job Software Development Engineer at Bing CoreUX Experiences, Microsoft
Industry Information Technology and Services
Experience
Microsoft August 2011 - Present
Microsoft April 2009 - August 2011
Motricity June 2008 - April 2009
Flipswap, Inc. June 2007 - April 2008
Lehman Brothers September 2006 - May 2007
VAI Ingdesi Automation September 2005 - September 2006
Indymac Bank June 2004 - November 2004
Skills
Web Services, Java, JavaScript, C#, CSS, HTML, Agile Methodologies, Databases, Eclipse, Visual Studio, Spring, Hibernate, Java Enterprise Edition, Ant, EJB, Subversion, UML, JSP, Design Patterns, Struts, Test Driven Development, Servlets, C, Unix, Tomcat, DB2, SQL, CVS, Scrum, Spark, .NET, ASP.NET MVC, Unity, IIS, Map Reduce, Typescript, Big Data, Multithreading, C++, Search, Spring Framework
Education
The University of Texas at Dallas 2003 — 2005
MS, Computer Science
VTU 1999 — 2003
Bachelor's Degree, Computer Science
Vijaya PU College 1997 — 1999
High School
sudarshan vidya mandir
Microsoft August 2011 - Present
Microsoft April 2009 - August 2011
Motricity June 2008 - April 2009
Flipswap, Inc. June 2007 - April 2008
Lehman Brothers September 2006 - May 2007
VAI Ingdesi Automation September 2005 - September 2006
Indymac Bank June 2004 - November 2004
Skills
Web Services, Java, JavaScript, C#, CSS, HTML, Agile Methodologies, Databases, Eclipse, Visual Studio, Spring, Hibernate, Java Enterprise Edition, Ant, EJB, Subversion, UML, JSP, Design Patterns, Struts, Test Driven Development, Servlets, C, Unix, Tomcat, DB2, SQL, CVS, Scrum, Spark, .NET, ASP.NET MVC, Unity, IIS, Map Reduce, Typescript, Big Data, Multithreading, C++, Search, Spring Framework
Education
The University of Texas at Dallas 2003 — 2005
MS, Computer Science
VTU 1999 — 2003
Bachelor's Degree, Computer Science
Vijaya PU College 1997 — 1999
High School
sudarshan vidya mandir
Jared Lack Jared Lack's Lehman Brothers Experience 2000 - 2002
Job Managing Director National Retail Group at Newmark Grubb Knight Frank
Industry Commercial Real Estate
Experience
Newmark Grubb Knight Frank 2005 - Present
Gramercy Park Bar 2012 - Present
Lehman Brothers 2000 - 2002
BioEnviroTech 1993 - 1998
Skills
Tenant Representation, Landlord Representation, Lease Negotiations, Brokerage, Location Intelligence, Retail, Asset Management, Retail Leasing, Leases, Market Analysis, Real Estate Development, Asset Managment, Valuation, Disposition, Investments, Restaurants, New Business Development, Commercial Real Estate, Real Estate Transactions, Corporate Real Estate, Landlords, Management, Dispositions
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Finance, Marketing
Vanderbilt University 1989 — 1993
BA, Economics
Newmark Grubb Knight Frank 2005 - Present
Gramercy Park Bar 2012 - Present
Lehman Brothers 2000 - 2002
BioEnviroTech 1993 - 1998
Skills
Tenant Representation, Landlord Representation, Lease Negotiations, Brokerage, Location Intelligence, Retail, Asset Management, Retail Leasing, Leases, Market Analysis, Real Estate Development, Asset Managment, Valuation, Disposition, Investments, Restaurants, New Business Development, Commercial Real Estate, Real Estate Transactions, Corporate Real Estate, Landlords, Management, Dispositions
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Finance, Marketing
Vanderbilt University 1989 — 1993
BA, Economics
John Burchenal John Burchenal's Lehman Brothers Experience 1993 - 1997
Job Global Head of Strategic Business Development at Traiana
Industry Financial Services
Experience
Traiana March 2011 - Present
Omgeo LLC August 2005 - March 2011
TradeWeb LLC 2001 - 2005
MarketXT 1998 - 1999
Lehman Brothers 1993 - 1997
Twain Associates 1984 - 1985
Skills
Partnerships, New Business Development, Equities, Electronic Trading, Fixed Income, FX Options, Trading Systems, Derivatives, Back Office, Reference Data, Strategy, Settlement, Capital Markets, Financial Services, Market Data, Investments, Start-ups, Financial Markets, Hedge Funds, Financial Risk, Options, Strategic Partnerships, Trading, Securities, Investment Banking, Middle Office, Prime Brokerage, Equity Derivatives, FX trading, Bloomberg, Structured Products, Swaps, Asset Management, Foreign Exchange, Credit Derivatives, Interest Rate..., Equity Trading, Collateral Management, Currency, Bonds, Relationship Management, Risk Management, Rates, Professional Services, Management, Leadership
Education
Trinity College-Hartford 1976 — 1980
BA, Economics
Traiana March 2011 - Present
Omgeo LLC August 2005 - March 2011
TradeWeb LLC 2001 - 2005
MarketXT 1998 - 1999
Lehman Brothers 1993 - 1997
Twain Associates 1984 - 1985
Skills
Partnerships, New Business Development, Equities, Electronic Trading, Fixed Income, FX Options, Trading Systems, Derivatives, Back Office, Reference Data, Strategy, Settlement, Capital Markets, Financial Services, Market Data, Investments, Start-ups, Financial Markets, Hedge Funds, Financial Risk, Options, Strategic Partnerships, Trading, Securities, Investment Banking, Middle Office, Prime Brokerage, Equity Derivatives, FX trading, Bloomberg, Structured Products, Swaps, Asset Management, Foreign Exchange, Credit Derivatives, Interest Rate..., Equity Trading, Collateral Management, Currency, Bonds, Relationship Management, Risk Management, Rates, Professional Services, Management, Leadership
Education
Trinity College-Hartford 1976 — 1980
BA, Economics
Erik Reynolds Erik Reynolds's Lehman Brothers Experience 1997 - 2003
Job Associate Director at EY
Industry Information Technology and Services
Experience
EY 2014 - Present
2nd Watch 2013 - 2014
Accenture 2012 - 2013
Reynolds Consulting, LLC / Independent Consultant 2008 - 2012
J.P. Morgan 2004 - 2008
Lehman Brothers 1997 - 2003
Skills
Identity Management, SDLC, Business Analysis, IT Strategy, Risk Management, Program Management, Vendor Management, Requirements Analysis, Software Project..., SOA, Information Security, Project Management, Outsourcing, Governance, Change Management, Process Improvement, Business Intelligence, Business Process, Information Security..., Cloud Computing, Integration, Enterprise Architecture, Solution Architecture, Agile Methodologies, Strategy, CRM, Security, IT Management, Consulting, Oracle, Active Directory, PMO, Information Technology, Business Process..., Management, SaaS, Enterprise Software
Education
Thunderbird School of Global Management
MBA
University of Wisconsin-Madison
BA, Economics and International Relations
EY 2014 - Present
2nd Watch 2013 - 2014
Accenture 2012 - 2013
Reynolds Consulting, LLC / Independent Consultant 2008 - 2012
J.P. Morgan 2004 - 2008
Lehman Brothers 1997 - 2003
Skills
Identity Management, SDLC, Business Analysis, IT Strategy, Risk Management, Program Management, Vendor Management, Requirements Analysis, Software Project..., SOA, Information Security, Project Management, Outsourcing, Governance, Change Management, Process Improvement, Business Intelligence, Business Process, Information Security..., Cloud Computing, Integration, Enterprise Architecture, Solution Architecture, Agile Methodologies, Strategy, CRM, Security, IT Management, Consulting, Oracle, Active Directory, PMO, Information Technology, Business Process..., Management, SaaS, Enterprise Software
Education
Thunderbird School of Global Management
MBA
University of Wisconsin-Madison
BA, Economics and International Relations
J.P. Marra J.P. Marra's Lehman Brothers Experience 1990 - 2005
Job Managing Partner at Blue Elephant Capital Management, LLC
Industry Capital Markets
Experience
Blue Elephant Capital Management, LLC March 2013 - Present
Nomura Securities August 2009 - September 2011
Bank of America February 2005 - May 2009
Lehman Brothers 1990 - 2005
Lehman Brothers 1990 - 2005
Skills
Capital Markets, Microsoft Word, Microsoft Office, Equities, Derivatives, Fixed Income, Investment Banking, Financial Analysis, Risk Management, Hedge Funds, Bloomberg, Asset Management, Financial Modeling, Portfolio Management, Bonds, Investments
Education
Trinity College-Hartford 1986 — 1990
Bachelor of Arts (B.A.), Economics
Blue Elephant Capital Management, LLC March 2013 - Present
Nomura Securities August 2009 - September 2011
Bank of America February 2005 - May 2009
Lehman Brothers 1990 - 2005
Lehman Brothers 1990 - 2005
Skills
Capital Markets, Microsoft Word, Microsoft Office, Equities, Derivatives, Fixed Income, Investment Banking, Financial Analysis, Risk Management, Hedge Funds, Bloomberg, Asset Management, Financial Modeling, Portfolio Management, Bonds, Investments
Education
Trinity College-Hartford 1986 — 1990
Bachelor of Arts (B.A.), Economics
David Langford David Langford's Lehman Brothers Experience December 1992 - May 1994
Job General Manager / COO at Performing Arts Center at WTC
Industry Museums and Institutions
Experience
Performing Arts Center at WTC June 2013 - Present
National September 11 Memorial & Museum May 2005 - February 2014
Museum of the City of New York September 2004 - May 2005
Jewish Counsel for Public Affairs August 2002 - September 2004
Securities Analyst/Trader (Self-employed) August 2000 - September 2004
Fairbank Mortgage Corporation July 1995 - August 2000
Ziff-Davis Publishing May 1994 - July 1995
Lehman Brothers December 1992 - May 1994
Foster Mortgage Corporation November 1990 - December 1992
Arthur Andersen & Company August 1986 - November 1990
Skills
Non-profits, Strategic Planning, Budgeting, Change Management, Financial Planning, Financial Reporting, Financial Analysis, Start-ups, Accounting, Financial Modeling, Risk Management, Compliance, Auditing, Process Improvement
Education
The University of Texas at Austin 1984 — 1986
BBA, Accounting
Performing Arts Center at WTC June 2013 - Present
National September 11 Memorial & Museum May 2005 - February 2014
Museum of the City of New York September 2004 - May 2005
Jewish Counsel for Public Affairs August 2002 - September 2004
Securities Analyst/Trader (Self-employed) August 2000 - September 2004
Fairbank Mortgage Corporation July 1995 - August 2000
Ziff-Davis Publishing May 1994 - July 1995
Lehman Brothers December 1992 - May 1994
Foster Mortgage Corporation November 1990 - December 1992
Arthur Andersen & Company August 1986 - November 1990
Skills
Non-profits, Strategic Planning, Budgeting, Change Management, Financial Planning, Financial Reporting, Financial Analysis, Start-ups, Accounting, Financial Modeling, Risk Management, Compliance, Auditing, Process Improvement
Education
The University of Texas at Austin 1984 — 1986
BBA, Accounting
David Michels David Michels's Lehman Brothers Experience September 2006 - September 2008
Job Vice President at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan June 2012 - Present
Barclays Capital September 2008 - June 2012
Lehman Brothers September 2006 - September 2008
Lukens Energy Group January 2002 - August 2004
Enron July 2001 - December 2001
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Energy Industry, Natural Gas, Mergers
Education
University of Chicago 2004 — 2006
MBA, Finance and Accounting
The University of Texas at Austin 1997 — 2001
BBA, Finance
Kinder Morgan June 2012 - Present
Barclays Capital September 2008 - June 2012
Lehman Brothers September 2006 - September 2008
Lukens Energy Group January 2002 - August 2004
Enron July 2001 - December 2001
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Energy Industry, Natural Gas, Mergers
Education
University of Chicago 2004 — 2006
MBA, Finance and Accounting
The University of Texas at Austin 1997 — 2001
BBA, Finance
Jessica Schuster Jessica Schuster's Lehman Brothers Experience January 2008 - August 2008
Job Scheduler
Industry Oil & Energy
Experience
NorTex Midstream LLC June 2012 - January 2013
Citi May 2009 - June 2012
Credit Suisse September 2008 - May 2009
Lehman Brothers January 2008 - August 2008
Skills
Trading, Financial Modeling, Derivatives, Commodity Markets, Commodity, Natural Gas, Energy, Swaps, Fixed Income, Gas, Energy Industry, Oil/Gas, Middle Office, Settlement, Risk Management, Analysis
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Science (BS), Communication and Media Studies
james e taylor high school 1996 — 2000
NorTex Midstream LLC June 2012 - January 2013
Citi May 2009 - June 2012
Credit Suisse September 2008 - May 2009
Lehman Brothers January 2008 - August 2008
Skills
Trading, Financial Modeling, Derivatives, Commodity Markets, Commodity, Natural Gas, Energy, Swaps, Fixed Income, Gas, Energy Industry, Oil/Gas, Middle Office, Settlement, Risk Management, Analysis
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Science (BS), Communication and Media Studies
james e taylor high school 1996 — 2000
Thomas Ringel Thomas Ringel's Lehman Brothers Experience December 2004 - July 2007
Job Fixed Income and Derivative Specialist
Industry Investment Management
Experience
Insight Investment July 2007 - Present
Lehman Brothers December 2004 - July 2007
The Bank of New York December 2003 - December 2004
Bluefish Commodities April 2003 - December 2003
Tech Depot August 2002 - April 2003
Deer Valley Resort November 2001 - April 2002
FBI July 2001 - September 2001
Skills
Fixed Income, Derivatives, Asset Managment, Trading, Investment Banking, Emerging Markets, Options, Bloomberg, Hedge Funds, Valuation, Finance, Equities, Investments
Education
Leonard N. Stern School of Business 2008 — 2011
MBA, Quantitative Finance
The University of Texas at Austin 1997 — 2001
BA
Insight Investment July 2007 - Present
Lehman Brothers December 2004 - July 2007
The Bank of New York December 2003 - December 2004
Bluefish Commodities April 2003 - December 2003
Tech Depot August 2002 - April 2003
Deer Valley Resort November 2001 - April 2002
FBI July 2001 - September 2001
Skills
Fixed Income, Derivatives, Asset Managment, Trading, Investment Banking, Emerging Markets, Options, Bloomberg, Hedge Funds, Valuation, Finance, Equities, Investments
Education
Leonard N. Stern School of Business 2008 — 2011
MBA, Quantitative Finance
The University of Texas at Austin 1997 — 2001
BA
Clifton Berwise Clifton Berwise's Lehman Brothers Experience June 2008 - August 2008
Job Clinical Psychology Student University of Rhode Island
Industry Mental Health Care
Experience
Hartford Hospital July 2011 - July 2013
Trinity College January 2011 - May 2011
Trinity College September 2009 - May 2011
Trinity College August 2008 - May 2011
St. Luke's Roosevelt May 2010 - August 2010
Bloomberg June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
University of Rhode Island 2013 — 2018
Doctor of Philosophy (PhD), Clinical Psychology
Trinity College-Hartford 2007 — 2011
Bachelors of Science, Psychology
Hartford Hospital July 2011 - July 2013
Trinity College January 2011 - May 2011
Trinity College September 2009 - May 2011
Trinity College August 2008 - May 2011
St. Luke's Roosevelt May 2010 - August 2010
Bloomberg June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
University of Rhode Island 2013 — 2018
Doctor of Philosophy (PhD), Clinical Psychology
Trinity College-Hartford 2007 — 2011
Bachelors of Science, Psychology
C. Marie Kelley C. Marie Kelley's Lehman Brothers Experience 2006 - 2007
Job Analyst at VERO Capital Management
Industry Financial Services
Experience
VERO CM February 2007 - Present
Lehman Brothers 2006 - 2007
World Financial Group (WFG) 2005 - 2005
Education
University of Missouri-Saint Louis 2001 — 2004
BA Business Finance, Finance
Truman State University
VERO CM February 2007 - Present
Lehman Brothers 2006 - 2007
World Financial Group (WFG) 2005 - 2005
Education
University of Missouri-Saint Louis 2001 — 2004
BA Business Finance, Finance
Truman State University
Thomas Cloud Thomas Cloud's Lehman Brothers Experience November 1999 - October 2008
Job IT Infrastructure
Industry Investment Banking
Experience
Nomura October 2008 - May 2013
Nomura International October 2008 - May 2013
Nomura International (Hong Kong) limited May 2008 - May 2013
Lehman Brothers November 1999 - October 2008
Nomura January 2007 - January 2008
DESKTOP ENGINEERING MANGER, ASIA PACIFIC January 2005 - January 2007
Lehman Brothers January 1999 - January 2005
Skills
Market Data, Bloomberg, Investment Banking, Capital Markets, Asset Managment, Middle Office, Infrastructure
Education
University of Texas Management Information Systems 1995 — 1999
The University of Texas at Austin 1994 — 1998
Nomura October 2008 - May 2013
Nomura International October 2008 - May 2013
Nomura International (Hong Kong) limited May 2008 - May 2013
Lehman Brothers November 1999 - October 2008
Nomura January 2007 - January 2008
DESKTOP ENGINEERING MANGER, ASIA PACIFIC January 2005 - January 2007
Lehman Brothers January 1999 - January 2005
Skills
Market Data, Bloomberg, Investment Banking, Capital Markets, Asset Managment, Middle Office, Infrastructure
Education
University of Texas Management Information Systems 1995 — 1999
The University of Texas at Austin 1994 — 1998
Ralph Carpinteyro Ralph Carpinteyro's Lehman Brothers Experience September 2006 - May 2008
Job Controller at Stubbs Legendary BarBQ
Industry Accounting
Experience
Stubbs Legendary Bar-B-Q September 2011 - Present
Tatum Consulting June 2008 - August 2011
Lehman Brothers September 2006 - May 2008
Ernst & Young August 2003 - September 2006
Skills
Internal Audit, General Ledger, Financial Reporting, Internal Controls, Accounting, Financial Systems..., Financial Statements, Finance, CPA, GAAP
Education
The University of Texas at Austin 1997 — 2003
Masters, Accounting
Stubbs Legendary Bar-B-Q September 2011 - Present
Tatum Consulting June 2008 - August 2011
Lehman Brothers September 2006 - May 2008
Ernst & Young August 2003 - September 2006
Skills
Internal Audit, General Ledger, Financial Reporting, Internal Controls, Accounting, Financial Systems..., Financial Statements, Finance, CPA, GAAP
Education
The University of Texas at Austin 1997 — 2003
Masters, Accounting
Gordon Marler Gordon Marler's Lehman Brothers Experience April 2002 - September 2008
Job Systems Engineer at Bloomberg
Industry Information Technology and Services
Experience
Bloomberg April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers April 2002 - September 2008
Deutsche Bank August 2001 - March 2002
AT&T Wireless: Wireless Local Technologies Group December 1995 - June 2000
Motorola August 1993 - December 1995
Superconducting Super Collider Laboratory December 1992 - July 1993
Reynadyne Data Systems, Inc. October 1991 - November 1992
Skills
Solaris, Performance Tuning, Cluster, Data Center, Databases, Enterprise Software, Disaster Recovery, Infrastructure, Integration, Linux, Operating Systems, SAN, Perl, Software Development, Storage, Storage Area Networks, System Administration, Testing, Unix, Veritas Storage..., Veritas Volume Manager
Education
The University of Texas at Arlington 1985 — 1990
BSCSE
The Louisiana School for Math, Science, and the Arts (LSMSA) 1983 — 1985
High School
Bloomberg April 2009 - Present
Barclays Capital September 2008 - April 2009
Lehman Brothers April 2002 - September 2008
Deutsche Bank August 2001 - March 2002
AT&T Wireless: Wireless Local Technologies Group December 1995 - June 2000
Motorola August 1993 - December 1995
Superconducting Super Collider Laboratory December 1992 - July 1993
Reynadyne Data Systems, Inc. October 1991 - November 1992
Skills
Solaris, Performance Tuning, Cluster, Data Center, Databases, Enterprise Software, Disaster Recovery, Infrastructure, Integration, Linux, Operating Systems, SAN, Perl, Software Development, Storage, Storage Area Networks, System Administration, Testing, Unix, Veritas Storage..., Veritas Volume Manager
Education
The University of Texas at Arlington 1985 — 1990
BSCSE
The Louisiana School for Math, Science, and the Arts (LSMSA) 1983 — 1985
High School
Syed Raj Imteaz Syed Raj Imteaz's Lehman Brothers Experience May 2005 - September 2008
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers May 2005 - September 2008
Office of U.S. Senator Hillary R. Clinton June 2004 - May 2005
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Private Equity, Derivatives, Hedge Funds, Alternative Investments, Equity Derivatives, Securities, Financial Structuring, Equity Research
Education
The University of Texas at Austin
Dhaka College
St. Joseph High School, Dhaka, Bangladesh
Barclays Capital September 2008 - Present
Lehman Brothers May 2005 - September 2008
Office of U.S. Senator Hillary R. Clinton June 2004 - May 2005
Skills
Investment Banking, Equities, Valuation, Financial Modeling, Capital Markets, Fixed Income, Bloomberg, Private Equity, Derivatives, Hedge Funds, Alternative Investments, Equity Derivatives, Securities, Financial Structuring, Equity Research
Education
The University of Texas at Austin
Dhaka College
St. Joseph High School, Dhaka, Bangladesh
Laura Smith Sterner Laura Smith Sterner's Lehman Brothers Experience November 2007 - September 2008
Job Strategy and HC at Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management August 2015 - Present
Navigant Consulting June 2013 - August 2015
Cup and Compass April 2012 - June 2013
UBS Wealth Management September 2011 - May 2012
Simple Alternatives May 2010 - August 2011
Barclays Wealth (Formerly Lehman Brothers) September 2008 - June 2010
Lehman Brothers November 2007 - September 2008
Lehman Brothers July 2005 - October 2007
Skills
Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Mutual Funds, Investment Advisory, High Net Worth..., Entrepreneurship, Private Equity, Portfolio Management, Investments, Start-ups, Asset Allocation, Financial Modeling, Financial Services, Strategic Financial..., Strategy, Business Strategy
Education
The University of Texas at Austin 2002 — 2005
BBA, Business Honors and Finance
Point72 Asset Management August 2015 - Present
Navigant Consulting June 2013 - August 2015
Cup and Compass April 2012 - June 2013
UBS Wealth Management September 2011 - May 2012
Simple Alternatives May 2010 - August 2011
Barclays Wealth (Formerly Lehman Brothers) September 2008 - June 2010
Lehman Brothers November 2007 - September 2008
Lehman Brothers July 2005 - October 2007
Skills
Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Mutual Funds, Investment Advisory, High Net Worth..., Entrepreneurship, Private Equity, Portfolio Management, Investments, Start-ups, Asset Allocation, Financial Modeling, Financial Services, Strategic Financial..., Strategy, Business Strategy
Education
The University of Texas at Austin 2002 — 2005
BBA, Business Honors and Finance
Rhona Heyl's Lehman Brothers Experience May 1991 - February 1994
Job President, Heyl Financial, LLC
Industry Financial Services
Experience
Heyl Financial, LLC April 2014 - Present
Optima Group, Inc. May 2011 - July 2015
Merrill Lynch November 2012 - February 2014
Private Client Resources March 2011 - May 2011
Financial Marketing Services June 1997 - January 2010
Prudential Financial 1998 - 2003
J.P. Morgan July 2000 - March 2001
Prudential Insurance Company of America August 1997 - July 2000
Optima Group, Inc February 1994 - August 1997
Lehman Brothers May 1991 - February 1994
Skills
Marketing Management, Thought Leadership, Strategy Development, Analytics, Integrated Marketing, Strategic Planning, Marketing Strategy, Segmentation, Business Strategy, Customer Experience, Customer Acquisition, Competitive Analysis, Market Research, New Business Development, Product Management, Marketing Communications, Product Development, Entrepreneur, Market Planning, Direct Marketing, Team Leadership, Website Development, Planning, Qualitative Research, Investments, Writing, Strategy, Entrepreneurship, Leadership, Process Improvement, Project Planning, Marketing, Budgets, Social Media, Training, Business Development, Management Consulting, Cross-functional Team..., Sales, Program Management, Business Planning, Product Marketing, Project Management, Financial Services, Finance, Financial Modeling, Wealth Management, Multi-channel Marketing, Strategic Partnerships
Education
Thunderbird School of Global Management 1985 — 1987
MIM, Marketing and Chinese
The University of Connecticut 1981 — 1985
BA, French
Wheeler High School 1977 — 1981
High School, National Honor Society
Heyl Financial, LLC April 2014 - Present
Optima Group, Inc. May 2011 - July 2015
Merrill Lynch November 2012 - February 2014
Private Client Resources March 2011 - May 2011
Financial Marketing Services June 1997 - January 2010
Prudential Financial 1998 - 2003
J.P. Morgan July 2000 - March 2001
Prudential Insurance Company of America August 1997 - July 2000
Optima Group, Inc February 1994 - August 1997
Lehman Brothers May 1991 - February 1994
Skills
Marketing Management, Thought Leadership, Strategy Development, Analytics, Integrated Marketing, Strategic Planning, Marketing Strategy, Segmentation, Business Strategy, Customer Experience, Customer Acquisition, Competitive Analysis, Market Research, New Business Development, Product Management, Marketing Communications, Product Development, Entrepreneur, Market Planning, Direct Marketing, Team Leadership, Website Development, Planning, Qualitative Research, Investments, Writing, Strategy, Entrepreneurship, Leadership, Process Improvement, Project Planning, Marketing, Budgets, Social Media, Training, Business Development, Management Consulting, Cross-functional Team..., Sales, Program Management, Business Planning, Product Marketing, Project Management, Financial Services, Finance, Financial Modeling, Wealth Management, Multi-channel Marketing, Strategic Partnerships
Education
Thunderbird School of Global Management 1985 — 1987
MIM, Marketing and Chinese
The University of Connecticut 1981 — 1985
BA, French
Wheeler High School 1977 — 1981
High School, National Honor Society
Eric Willer, CFA Eric Willer, CFA's Lehman Brothers Experience June 1992 - September 1994
Job Financial Advisor, Investment Management, Retirement Planning at Fusion Analytics Investment Partners (469) 8314935
Industry Investment Management
Experience
Fusion Analytics Investment Partners, LLC May 2009 - Present
Discovery Training Ministries January 2012 - May 2013
ICMC April 2003 - January 2009
McGarr Capital Partners January 2002 - January 2003
Hoak Breedlove Wesneski & Co. March 2000 - December 2001
Prudential Securities September 1994 - August 1997
Lehman Brothers June 1992 - September 1994
Kansallis Osake Pankki 1990 - 1991
Skills
Retirement Planning, Asset Management, Financial Planning, Financial Advice, Investments, Equities, Portfolios, Mutual Funds, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Hedge Funds, Fixed Income, Investment Strategies, Strategic Financial..., Asset Managment, Investment Management, Trading, Equity Research, Financial Modeling, Finance, Investment Banking, Due Diligence, Retirement, Bonds, Financial Advisory, Risk Management, Private Equity, Securities, Series 7, Alternative Investments, Series 63, Management, Leadership, Financial Analysis, Valuation
Education
CFA Institute 1999 — 2001
CFA, Chartered Financial Analyst with the CFA Institute
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
Masters, Finance and Investments
The University of Texas at Austin 1984 — 1989
BBA, Finance and International Business
W T White
Fusion Analytics Investment Partners, LLC May 2009 - Present
Discovery Training Ministries January 2012 - May 2013
ICMC April 2003 - January 2009
McGarr Capital Partners January 2002 - January 2003
Hoak Breedlove Wesneski & Co. March 2000 - December 2001
Prudential Securities September 1994 - August 1997
Lehman Brothers June 1992 - September 1994
Kansallis Osake Pankki 1990 - 1991
Skills
Retirement Planning, Asset Management, Financial Planning, Financial Advice, Investments, Equities, Portfolios, Mutual Funds, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Hedge Funds, Fixed Income, Investment Strategies, Strategic Financial..., Asset Managment, Investment Management, Trading, Equity Research, Financial Modeling, Finance, Investment Banking, Due Diligence, Retirement, Bonds, Financial Advisory, Risk Management, Private Equity, Securities, Series 7, Alternative Investments, Series 63, Management, Leadership, Financial Analysis, Valuation
Education
CFA Institute 1999 — 2001
CFA, Chartered Financial Analyst with the CFA Institute
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
Masters, Finance and Investments
The University of Texas at Austin 1984 — 1989
BBA, Finance and International Business
W T White
John Yi John Yi's Lehman Brothers Experience 2006 - 2008
Job Automating the Infrastructure on Hybrid Clouds
Industry Information Technology and Services
Experience
Rackspace, the Open Cloud Company September 2013 - Present
WebMD April 2010 - September 2013
Hewlett-Packard December 2004 - April 2010
Lehman Brothers 2006 - 2008
HSBC July 2002 - December 2004
Taos 2000 - 2004
Skills
Virtualization, HP, Python, Architecture, Amazon Web Services..., RedHat, Enterprise Software, Linux, VMware ESX, Architectures, High Availability, Automation, Powershell, Amazon EC2, Perl, Hybrid Cloud, Solaris, IT Service Management, Scripting, Optimization, Chef, RightScale, Unix, Ansible, Cloud Computing, Integration, Data Center, Agile Methodologies, EC2, Packer, Weight Gain, Talking Points, Short, Wizard, Alcoholic Beverages, Continuous Integration, Apache, Small Talk, Alchemy, Potatoes, Vagrant, Rundeck, Private Clouds, Docker
Education
The University of Texas at Austin 1992 — 1997
Bachelor of Science in Computer Science, Computer Science
Rackspace, the Open Cloud Company September 2013 - Present
WebMD April 2010 - September 2013
Hewlett-Packard December 2004 - April 2010
Lehman Brothers 2006 - 2008
HSBC July 2002 - December 2004
Taos 2000 - 2004
Skills
Virtualization, HP, Python, Architecture, Amazon Web Services..., RedHat, Enterprise Software, Linux, VMware ESX, Architectures, High Availability, Automation, Powershell, Amazon EC2, Perl, Hybrid Cloud, Solaris, IT Service Management, Scripting, Optimization, Chef, RightScale, Unix, Ansible, Cloud Computing, Integration, Data Center, Agile Methodologies, EC2, Packer, Weight Gain, Talking Points, Short, Wizard, Alcoholic Beverages, Continuous Integration, Apache, Small Talk, Alchemy, Potatoes, Vagrant, Rundeck, Private Clouds, Docker
Education
The University of Texas at Austin 1992 — 1997
Bachelor of Science in Computer Science, Computer Science
Jennifer Williams-Bulkeley DWS's Lehman Brothers Experience September 1991 - May 1996
Job Managing Partner/Founder at Tangible Advisors/AOC
Industry Investment Management
Experience
Tangible Advisors January 2015 - Present
AOC Advisors September 2012 - Present
JMO Limited November 2008 - September 2012
Wine and Spirits Education Trust (WSET) January 2009 - January 2012
Balyasny Asset Management December 2007 - November 2008
BlueCrest Capital Management, LLP May 2005 - September 2007
Lazard September 2003 - February 2005
Deutsche Bank January 2001 - January 2003
Donaldson, Lufkin & Jenrette January 1996 - January 2001
Lehman Brothers September 1991 - May 1996
Education
Wine and Spirits Education Trust 2009 — 2012
Diploma, Wine and Spirits
Trinity College-Hartford 1987 — 1991
BA, Economics/History
Tangible Advisors January 2015 - Present
AOC Advisors September 2012 - Present
JMO Limited November 2008 - September 2012
Wine and Spirits Education Trust (WSET) January 2009 - January 2012
Balyasny Asset Management December 2007 - November 2008
BlueCrest Capital Management, LLP May 2005 - September 2007
Lazard September 2003 - February 2005
Deutsche Bank January 2001 - January 2003
Donaldson, Lufkin & Jenrette January 1996 - January 2001
Lehman Brothers September 1991 - May 1996
Education
Wine and Spirits Education Trust 2009 — 2012
Diploma, Wine and Spirits
Trinity College-Hartford 1987 — 1991
BA, Economics/History
Dustin Bridges Dustin Bridges's Lehman Brothers Experience May 2004 - November 2008
Job Senior Manager at Texas Pacific Group
Industry Financial Services
Experience
Texas Pacific Group May 2015 - Present
SunGard Financial Systems January 2012 - April 2015
Sungad Global Services January 2011 - December 2011
SunGard Financial Systems January 2010 - December 2010
SunGard Financial Systems November 2008 - January 2010
Lehman Brothers May 2004 - November 2008
BDO USA, LLP March 2001 - May 2004
Selectica August 1999 - March 2001
PwC January 1994 - August 1999
Skills
Management, Microsoft SQL Server, SDLC, Software Project..., Data Warehousing, Business Intelligence, Business Analysis, Alternative Investments, Asset Management
Education
The University of Texas at Austin 1988 — 1993
Bachelor of Business Administration (BBA), Management Information Systems and Services
Texas Pacific Group May 2015 - Present
SunGard Financial Systems January 2012 - April 2015
Sungad Global Services January 2011 - December 2011
SunGard Financial Systems January 2010 - December 2010
SunGard Financial Systems November 2008 - January 2010
Lehman Brothers May 2004 - November 2008
BDO USA, LLP March 2001 - May 2004
Selectica August 1999 - March 2001
PwC January 1994 - August 1999
Skills
Management, Microsoft SQL Server, SDLC, Software Project..., Data Warehousing, Business Intelligence, Business Analysis, Alternative Investments, Asset Management
Education
The University of Texas at Austin 1988 — 1993
Bachelor of Business Administration (BBA), Management Information Systems and Services
Lauren Carson Lauren Carson's Lehman Brothers Experience June 2003 - September 2008
Job President at Big Energy Savers
Industry Renewables & Environment
Experience
Big Energy Savers July 2015 - Present
Global Forces September 2012 - December 2014
Xzerta Energy Group August 2011 - December 2014
Clean Edison, LLC October 2008 - June 2011
Efficiency First April 2010 - May 2011
Lehman Brothers June 2003 - September 2008
The Murrayhill Company 2001 - 2003
Skills
Bonds, Energy, Renewable Energy, Financial Modeling, Sustainable Energy, Solar Energy, Trading, Cleantech, Structured Finance, Capital Markets, New Business Development, Nonprofits, Start-ups, Energy Efficiency, Investments, Sustainability, Business Development, Venture Capital, Project Finance, Energy Policy, Leadership, Alternative Energy, Strategy, Entrepreneurship, Private Equity, Energy Conservation, Due Diligence, Energy Audits, Sustainability..., Green Technology, Emerging Markets, Financial Structuring, Mergers & Acquisitions, Sustainable Business, Real Estate, Finance
Education
Trinity University 1998 — 2002
B.S., Finance/Economics
Big Energy Savers July 2015 - Present
Global Forces September 2012 - December 2014
Xzerta Energy Group August 2011 - December 2014
Clean Edison, LLC October 2008 - June 2011
Efficiency First April 2010 - May 2011
Lehman Brothers June 2003 - September 2008
The Murrayhill Company 2001 - 2003
Skills
Bonds, Energy, Renewable Energy, Financial Modeling, Sustainable Energy, Solar Energy, Trading, Cleantech, Structured Finance, Capital Markets, New Business Development, Nonprofits, Start-ups, Energy Efficiency, Investments, Sustainability, Business Development, Venture Capital, Project Finance, Energy Policy, Leadership, Alternative Energy, Strategy, Entrepreneurship, Private Equity, Energy Conservation, Due Diligence, Energy Audits, Sustainability..., Green Technology, Emerging Markets, Financial Structuring, Mergers & Acquisitions, Sustainable Business, Real Estate, Finance
Education
Trinity University 1998 — 2002
B.S., Finance/Economics
Paolo Sorio Paolo Sorio's Lehman Brothers Experience February 2002 - February 2005
Job
Industry Banking
Experience
Societe Generale April 2011 - Present
Barclays Capital February 2005 - January 2011
Lehman Brothers February 2002 - February 2005
AIG March 1997 - 2002
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Bloomberg, Financial Analysis, Financial Markets, Financial Modeling, Private Equity
Education
Trinity College-Hartford 1992 — 1996
BA, History
Societe Generale April 2011 - Present
Barclays Capital February 2005 - January 2011
Lehman Brothers February 2002 - February 2005
AIG March 1997 - 2002
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Bloomberg, Financial Analysis, Financial Markets, Financial Modeling, Private Equity
Education
Trinity College-Hartford 1992 — 1996
BA, History
Shanna Stone's Lehman Brothers Experience January 2007 - September 2008
Job Assistant U.S. Banking Human Resources at Lazard
Industry Investment Banking
Experience
Lazard February 2014 - Present
Manny Stone Decorators December 2012 - Present
Lazard November 2008 - February 2014
Lehman Brothers January 2007 - September 2008
Lehman Brothers February 2006 - December 2006
Rudin Management November 2004 - February 2006
Licensing Link, Ltd. May 2003 - November 2004
House Market Research 2001 - 2003
Skills
Recruiting
Education
Towson University 1999 — 2003
Bachelor of Arts, Psychology
Manalapan High School 1996 — 1999
Lazard February 2014 - Present
Manny Stone Decorators December 2012 - Present
Lazard November 2008 - February 2014
Lehman Brothers January 2007 - September 2008
Lehman Brothers February 2006 - December 2006
Rudin Management November 2004 - February 2006
Licensing Link, Ltd. May 2003 - November 2004
House Market Research 2001 - 2003
Skills
Recruiting
Education
Towson University 1999 — 2003
Bachelor of Arts, Psychology
Manalapan High School 1996 — 1999
Lane Clark, CPL Lane Clark, CPL's Lehman Brothers Experience January 1996 - January 2001
Job Land Manager at Par Petroleum Corporation
Industry Oil & Energy
Experience
Par Petroleum Corporation March 2014 - Present
Hess Corporation November 2012 - December 2013
ConocoPhillips March 2011 - November 2012
Chesapeake Energy January 2008 - February 2011
MLC OIL AND GAS VENTURES, INC January 2001 - January 2008
Lehman Brothers January 1996 - January 2001
ENERGY LAND GROUP January 1992 - May 1996
AURORA DRILLING FUND January 1989 - January 1992
J.M. Huber Corporation January 1985 - January 1989
ConocoPhillips January 1980 - January 1985
Skills
Energy Industry, Energy, Petroleum, Natural Gas, Contract Negotiation, Oil & Gas Industry, Oil & Gas, Drilling, Leases, Due Diligence, Joint Ventures
Education
University of Texas
BBA, Petroleum Land Management
The University of Texas at Austin
Bachelor's Degree, PLM
Par Petroleum Corporation March 2014 - Present
Hess Corporation November 2012 - December 2013
ConocoPhillips March 2011 - November 2012
Chesapeake Energy January 2008 - February 2011
MLC OIL AND GAS VENTURES, INC January 2001 - January 2008
Lehman Brothers January 1996 - January 2001
ENERGY LAND GROUP January 1992 - May 1996
AURORA DRILLING FUND January 1989 - January 1992
J.M. Huber Corporation January 1985 - January 1989
ConocoPhillips January 1980 - January 1985
Skills
Energy Industry, Energy, Petroleum, Natural Gas, Contract Negotiation, Oil & Gas Industry, Oil & Gas, Drilling, Leases, Due Diligence, Joint Ventures
Education
University of Texas
BBA, Petroleum Land Management
The University of Texas at Austin
Bachelor's Degree, PLM
Barrett Schick Barrett Schick's Lehman Brothers Experience 2004 - 2006
Job Chief Financial Officer at TRP Energy
Industry Oil & Energy
Experience
TRP Energy February 2015 - Present
First Reserve 2011 - February 2015
Lime Rock Partners 2006 - 2011
Lehman Brothers 2004 - 2006
Education
The University of Texas at Austin 1999 — 2004
Master in Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
TRP Energy February 2015 - Present
First Reserve 2011 - February 2015
Lime Rock Partners 2006 - 2011
Lehman Brothers 2004 - 2006
Education
The University of Texas at Austin 1999 — 2004
Master in Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
Colgate Smith Colgate Smith's Lehman Brothers Experience June 2006 - September 2008
Job Institutional Business Development
Industry Investment Management
Experience
Van Eck Global September 2013 - Present
MFS Investment Management June 2012 - August 2012
Barclays Capital September 2008 - July 2011
Lehman Brothers June 2006 - September 2008
Education
The Kellogg School of Management 2011 — 2013
MBA
Trinity College-Hartford 2002 — 2006
BA
The Hotchkiss School 1999 — 2002
High School Diploma
Van Eck Global September 2013 - Present
MFS Investment Management June 2012 - August 2012
Barclays Capital September 2008 - July 2011
Lehman Brothers June 2006 - September 2008
Education
The Kellogg School of Management 2011 — 2013
MBA
Trinity College-Hartford 2002 — 2006
BA
The Hotchkiss School 1999 — 2002
High School Diploma
Tracy Dolcetto's Lehman Brothers Experience August 2004 - March 2007
Job Office Manager at Tire Intelligence LLC
Industry Information Technology and Services
Experience
Tire Intelligence LLC February 2012 - Present
Wachovia, A Wells Fargo Company January 2010 - July 2011
Wachovia Bank July 2007 - December 2009
Lehman Brothers August 2004 - March 2007
Skills
Lotus Notes, Outlook, PeopleSoft, Microsoft Excel, Customer Service, Networking, Microsoft Office, Human Resources, Team Building, Social Networking, Microsoft Word, Event Planning, PowerPoint, Social Media, Internet Recruiting, Recruiting, Salesforce.com
Education
Towson University 1999 — 2003
BS, Communication Studies
Tire Intelligence LLC February 2012 - Present
Wachovia, A Wells Fargo Company January 2010 - July 2011
Wachovia Bank July 2007 - December 2009
Lehman Brothers August 2004 - March 2007
Skills
Lotus Notes, Outlook, PeopleSoft, Microsoft Excel, Customer Service, Networking, Microsoft Office, Human Resources, Team Building, Social Networking, Microsoft Word, Event Planning, PowerPoint, Social Media, Internet Recruiting, Recruiting, Salesforce.com
Education
Towson University 1999 — 2003
BS, Communication Studies
Chris Block Chris Block's Lehman Brothers Experience January 1991 - May 1992
Job Supply Chain Manager at Wood Group
Industry Oil & Energy
Experience
Wood Group October 2012 - Present
Tyco Thermal Controls April 2012 - October 2012
Tyco Thermal Controls March 2011 - April 2012
Various Private and Corporate owned Yachts October 2008 - March 2011
Tyco Thermal Controls June 2008 - October 2008
Benchmark Electronics February 2007 - April 2008
Solectron June 2002 - February 2007
Velocity Electronics March 2000 - June 2002
Block Trading June 1993 - November 1999
Lehman Brothers January 1991 - May 1992
Skills
Purchasing, Contract Negotiation, Six Sigma, Manufacturing, Supply Chain Management, Project Management, Business Development, Logistics, Procurement, Operations Management, Team Building, Negotiation
Education
IYT, International Yachtmaster Training 2007 — 2007
MOY 200T Offshore, Yacht Captain
The University of Texas at Austin - Red McCombs School of Business 1995 — 1997
Masters, MBA
The University of Texas at Austin 1985 — 1990
BA, Economics
Wood Group October 2012 - Present
Tyco Thermal Controls April 2012 - October 2012
Tyco Thermal Controls March 2011 - April 2012
Various Private and Corporate owned Yachts October 2008 - March 2011
Tyco Thermal Controls June 2008 - October 2008
Benchmark Electronics February 2007 - April 2008
Solectron June 2002 - February 2007
Velocity Electronics March 2000 - June 2002
Block Trading June 1993 - November 1999
Lehman Brothers January 1991 - May 1992
Skills
Purchasing, Contract Negotiation, Six Sigma, Manufacturing, Supply Chain Management, Project Management, Business Development, Logistics, Procurement, Operations Management, Team Building, Negotiation
Education
IYT, International Yachtmaster Training 2007 — 2007
MOY 200T Offshore, Yacht Captain
The University of Texas at Austin - Red McCombs School of Business 1995 — 1997
Masters, MBA
The University of Texas at Austin 1985 — 1990
BA, Economics
Cathal Corcoran Cathal Corcoran's Lehman Brothers Experience March 2001 - December 2001
Job Vice President at Lidl
Industry Retail
Experience
Lidl US October 2014 - Present
Lidl April 2002 - September 2014
Lehman Brothers March 2001 - December 2001
Skills
Business Strategy, Sales, Negotiation, Entrepreneurship, Business Planning, Management Consulting, Project Planning, Sales Management, Marketing Strategy, Project Management, Change Management, Management, Strategy, FMCG, Market Research, New Business Development, Food, Retail
Education
ESCP Europe Paris-Oxford-Berlin 1998 — 2001
European Master in Management (EMIM), Diplomkaufmann (Berlin), Diplôme de Grande École (Paris)
Royal Irish Academy of Music 1996 — 1998
Associate of the Royal Irish Academy of Music (ARIAM)
Trinity College, Dublin 1996 — 1998
Bachelor of Business Studies (BBS)
Belvedere College 1988 — 1996
Lidl US October 2014 - Present
Lidl April 2002 - September 2014
Lehman Brothers March 2001 - December 2001
Skills
Business Strategy, Sales, Negotiation, Entrepreneurship, Business Planning, Management Consulting, Project Planning, Sales Management, Marketing Strategy, Project Management, Change Management, Management, Strategy, FMCG, Market Research, New Business Development, Food, Retail
Education
ESCP Europe Paris-Oxford-Berlin 1998 — 2001
European Master in Management (EMIM), Diplomkaufmann (Berlin), Diplôme de Grande École (Paris)
Royal Irish Academy of Music 1996 — 1998
Associate of the Royal Irish Academy of Music (ARIAM)
Trinity College, Dublin 1996 — 1998
Bachelor of Business Studies (BBS)
Belvedere College 1988 — 1996
Chris Ericson Chris Ericson's Lehman Brothers Experience May 2005 - August 2005
Job Senior Analyst at R1 Capital Management
Industry Investment Management
Experience
R1 Capital Management June 2015 - Present
Weiss Multi-Strategy Advisers October 2011 - December 2014
Glenview Capital Management December 2007 - April 2011
Credit Suisse July 2006 - November 2007
Lehman Brothers May 2005 - August 2005
Focus Strategies 2004 - 2005
Fowler Valuation Services, LC 2004 - 2004
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Finance, Accounting
R1 Capital Management June 2015 - Present
Weiss Multi-Strategy Advisers October 2011 - December 2014
Glenview Capital Management December 2007 - April 2011
Credit Suisse July 2006 - November 2007
Lehman Brothers May 2005 - August 2005
Focus Strategies 2004 - 2005
Fowler Valuation Services, LC 2004 - 2004
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Finance, Accounting
Timothy E. Needham Timothy E. Needham's Lehman Brothers Experience September 1995 - July 1999
Job Managing Principal at Leaf Group Pte. Ltd.
Industry Investment Management
Experience
Leaf Group Pte. Ltd April 2013 - Present
Aozora Bank April 2011 - March 2013
Vietcombank Fund Management (Franklin Templeton JV) June 2007 - March 2011
Christofferson Robb & Company June 2006 - June 2007
Benedetto, Gartland & Co. July 1999 - May 2006
Lehman Brothers September 1995 - July 1999
KPMG Peat Marwick September 1994 - September 1995
Skills
Private Equity, Investments, Emerging Markets, Equities, Investment Strategies, Asset Managment, Valuation, Venture Capital, Financial Modeling, Investment Banking, Fixed Income, Alternative Investments, Corporate Finance, Restructuring, Portfolio Management, Credit, Hedge Funds, Asset Management, Capital Markets, Financial Services, Due Diligence, Structured Finance, Funding, Real Estate, Financial Structuring, Trading, Project Finance, Joint Ventures
Education
Thunderbird School of Global Management 1991 — 1993
1993
University of California, Davis 1986 — 1991
AB
Leaf Group Pte. Ltd April 2013 - Present
Aozora Bank April 2011 - March 2013
Vietcombank Fund Management (Franklin Templeton JV) June 2007 - March 2011
Christofferson Robb & Company June 2006 - June 2007
Benedetto, Gartland & Co. July 1999 - May 2006
Lehman Brothers September 1995 - July 1999
KPMG Peat Marwick September 1994 - September 1995
Skills
Private Equity, Investments, Emerging Markets, Equities, Investment Strategies, Asset Managment, Valuation, Venture Capital, Financial Modeling, Investment Banking, Fixed Income, Alternative Investments, Corporate Finance, Restructuring, Portfolio Management, Credit, Hedge Funds, Asset Management, Capital Markets, Financial Services, Due Diligence, Structured Finance, Funding, Real Estate, Financial Structuring, Trading, Project Finance, Joint Ventures
Education
Thunderbird School of Global Management 1991 — 1993
1993
University of California, Davis 1986 — 1991
AB
Nick Matovich Nick Matovich's Lehman Brothers Experience July 2004 - January 2006
Job Assistant Treasurer Western Gas Partners, LP
Industry Oil & Energy
Experience
Anadarko Petroleum Corporation September 2013 - Present
Anadarko Petroleum June 2011 - September 2013
UBS Investment Bank July 2007 - July 2009
UBS Investment Bank February 2006 - July 2007
Lehman Brothers July 2004 - January 2006
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Strategy, Analysis, Finance, Forecasting, Investment Banking, Banking, Natural Gas, Financial Modeling, Corporate Finance, Financial Analysis, Energy, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
Master of Business Administration, Energy Finance
Baylor University - Hankamer School of Business 1999 — 2004
BBA, Finance, Economics
Clear Lake High 1995 — 1999
Anadarko Petroleum Corporation September 2013 - Present
Anadarko Petroleum June 2011 - September 2013
UBS Investment Bank July 2007 - July 2009
UBS Investment Bank February 2006 - July 2007
Lehman Brothers July 2004 - January 2006
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Strategy, Analysis, Finance, Forecasting, Investment Banking, Banking, Natural Gas, Financial Modeling, Corporate Finance, Financial Analysis, Energy, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
Master of Business Administration, Energy Finance
Baylor University - Hankamer School of Business 1999 — 2004
BBA, Finance, Economics
Clear Lake High 1995 — 1999
KATHLEEN PAIVA KATHLEEN PAIVA's Lehman Brothers Experience June 2005 - August 2006
Job Mortgage Underwriter at Confidential Company
Industry Banking
Experience
Mo July 2014 - Present
Target September 1997 - Present
Affinity Federal Credit Union December 2010 - October 2013
Loreal & Kristen Distributing July 2010 - November 2010
ARAMARK September 2007 - February 2010
James H. Wyckoff, CPA 1989 - 2010
Montgomery Mortgage & Federal Home Loan Bank of NY January 2007 - August 2007
ResMAE Mortgage Corporation August 2006 - January 2007
Lehman Brothers June 2005 - August 2006
Weichert Financial Services November 1998 - June 2005
Skills
Loans, Fannie Mae, Residential Mortgages, 10 Key, Cash Management, Cash Flow, General Ledger, Accounts Payable, Accounts Receivable, Mortgage Underwriting, Credit Risk, Purchase Financing, Consumer Lending, Credit Analysis, Banking, Credit, Vault, FHA, Refinance, Finance
Education
Thomas Edison State College
Accounting / Business
Union County College
Accounting / Business
Mo July 2014 - Present
Target September 1997 - Present
Affinity Federal Credit Union December 2010 - October 2013
Loreal & Kristen Distributing July 2010 - November 2010
ARAMARK September 2007 - February 2010
James H. Wyckoff, CPA 1989 - 2010
Montgomery Mortgage & Federal Home Loan Bank of NY January 2007 - August 2007
ResMAE Mortgage Corporation August 2006 - January 2007
Lehman Brothers June 2005 - August 2006
Weichert Financial Services November 1998 - June 2005
Skills
Loans, Fannie Mae, Residential Mortgages, 10 Key, Cash Management, Cash Flow, General Ledger, Accounts Payable, Accounts Receivable, Mortgage Underwriting, Credit Risk, Purchase Financing, Consumer Lending, Credit Analysis, Banking, Credit, Vault, FHA, Refinance, Finance
Education
Thomas Edison State College
Accounting / Business
Union County College
Accounting / Business
William Cobb William Cobb's Lehman Brothers Experience 2006 - 2008
Job General Manager, AirClinic Air Conditioning
Industry Environmental Services
Experience
AirClinic Air Conditioning and Heating Inc. September 2013 - Present
AirRite Air Conditioning April 2011 - August 2013
Local Life / WhoWhatWhere Magazine 2008 - 2010
Lehman Brothers 2006 - 2008
Skills
Management
Education
The University of Texas at Arlington 1994 — 1996
Finance
AirClinic Air Conditioning and Heating Inc. September 2013 - Present
AirRite Air Conditioning April 2011 - August 2013
Local Life / WhoWhatWhere Magazine 2008 - 2010
Lehman Brothers 2006 - 2008
Skills
Management
Education
The University of Texas at Arlington 1994 — 1996
Finance
Carrie Ford Carrie Ford's Lehman Brothers Experience 1995 - 2005
Job SVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Co. April 2010 - Present
Lehman Brothers 1995 - 2005
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Brokerage, Series 7, Series 63, Corporate Finance, Options, Private Placements, Investments, Bloomberg, Equity Research, Fixed Income, Portfolio Management, Securities, Equity Trading, Private Equity, Valuation
Education
Lakehill Preparatory
The University of Texas at Austin
BA, Finance
Jefferies & Co. April 2010 - Present
Lehman Brothers 1995 - 2005
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Brokerage, Series 7, Series 63, Corporate Finance, Options, Private Placements, Investments, Bloomberg, Equity Research, Fixed Income, Portfolio Management, Securities, Equity Trading, Private Equity, Valuation
Education
Lakehill Preparatory
The University of Texas at Austin
BA, Finance
Mari BAN Mari BAN's Lehman Brothers Experience May 2003 - April 2007
Job Finance Professional
Industry Investment Management
Experience
BNP Paribas 2007 - December 2013
Lehman Brothers May 2003 - April 2007
Credit Suisse April 1991 - April 2003
McKinsey & Company March 1989 - January 1991
Education
東京大学 / The University of Tokyo 1987 — 1991
Bachelor of Economics, Industrial Organization, A
BNP Paribas 2007 - December 2013
Lehman Brothers May 2003 - April 2007
Credit Suisse April 1991 - April 2003
McKinsey & Company March 1989 - January 1991
Education
東京大学 / The University of Tokyo 1987 — 1991
Bachelor of Economics, Industrial Organization, A
Dan Walton Dan Walton's Lehman Brothers Experience 1981 - 1987
Job EVP Yucatan Foods
Industry Food Production
Experience
Yucatan Foods October 2007 - Present
DAN & BUCK' S Dry Rubs April 2002 - Present
Deutsche Bank June 2000 - March 2002
Merrill Lynch 1988 - 1990
Lehman Brothers 1981 - 1987
Skills
Private Placements, Mergers, Private Equity, Corporate Finance, Cooking, Investment Banking, Forecasting, Restructuring, Financial Modeling, Venture Capital, Mergers & Acquisitions, Income Statement, Consumer Products, Pricing, Business Strategy, Executive Management, Acquisition Integration, Finance, Corporate Development, Entrepreneurship, Valuation, Strategy, Divestitures, Due Diligence, M&A experience, Business Development, Cash Management, Business Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1981
BBA, MBA, Finance, General
The University of Texas at Austin 1975 — 1979
BBA, Finance
Yucatan Foods October 2007 - Present
DAN & BUCK' S Dry Rubs April 2002 - Present
Deutsche Bank June 2000 - March 2002
Merrill Lynch 1988 - 1990
Lehman Brothers 1981 - 1987
Skills
Private Placements, Mergers, Private Equity, Corporate Finance, Cooking, Investment Banking, Forecasting, Restructuring, Financial Modeling, Venture Capital, Mergers & Acquisitions, Income Statement, Consumer Products, Pricing, Business Strategy, Executive Management, Acquisition Integration, Finance, Corporate Development, Entrepreneurship, Valuation, Strategy, Divestitures, Due Diligence, M&A experience, Business Development, Cash Management, Business Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1981
BBA, MBA, Finance, General
The University of Texas at Austin 1975 — 1979
BBA, Finance
Rachel Zera Rachel Zera's Lehman Brothers Experience 2008 - 2009
Job Senior Adminstrative Support Associate at USAA
Industry Financial Services
Experience
USAA Executive AssistantJPMorgan ChaseJanuary 2012 - June 2012
Mestel and Company July 2010 - December 2011
Barclays Capital September 2008 - March 2010
Lehman Brothers 2008 - 2009
Skills
Administrative..., Expense Management, Outlook, Office Management, Spreadsheets, Expenses, Recruiting, Lotus Notes, Travel Arrangements, Calendaring, PeopleSoft, Microsoft Excel, Access, Invoicing, Leadership, Management
Education
The University of Texas at San Antonio 2002 — 2007
Bachelor of Science (B.S.), Business Administration
USAA Executive AssistantJPMorgan ChaseJanuary 2012 - June 2012
Mestel and Company July 2010 - December 2011
Barclays Capital September 2008 - March 2010
Lehman Brothers 2008 - 2009
Skills
Administrative..., Expense Management, Outlook, Office Management, Spreadsheets, Expenses, Recruiting, Lotus Notes, Travel Arrangements, Calendaring, PeopleSoft, Microsoft Excel, Access, Invoicing, Leadership, Management
Education
The University of Texas at San Antonio 2002 — 2007
Bachelor of Science (B.S.), Business Administration
Tonya Young's Lehman Brothers Experience August 1999 - September 2001
Job
Industry Renewables & Environment
Experience
Native, Inc. December 2014 - Present
Contractor & Volunteer October 2011 - Present
William J. Clinton Foundation - HEAL AR Program January 2010 - April 2011
Hodges Capital Management January 2007 - August 2008
Placemark Investments October 2005 - May 2006
The University of Texas Investment Management Company June 2004 - October 2005
Penn Investment Group June 2002 - September 2003
Merrill Lynch January 2002 - June 2002
Lehman Brothers August 1999 - September 2001
LCRA Credit Union 1995 - 1997
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
Bryant High School 1991 — 1993
Native, Inc. December 2014 - Present
Contractor & Volunteer October 2011 - Present
William J. Clinton Foundation - HEAL AR Program January 2010 - April 2011
Hodges Capital Management January 2007 - August 2008
Placemark Investments October 2005 - May 2006
The University of Texas Investment Management Company June 2004 - October 2005
Penn Investment Group June 2002 - September 2003
Merrill Lynch January 2002 - June 2002
Lehman Brothers August 1999 - September 2001
LCRA Credit Union 1995 - 1997
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
Bryant High School 1991 — 1993
Mark Rudnitzky's Lehman Brothers Experience December 1986 - August 1993
Job
Industry Capital Markets
Experience
CRT Capital LLC July 2009 - February 2014
Countrywide Securities Corp September 2006 - September 2008
Strategic Advisors 2001 - March 2006
Medical Present Value (MPV)/Experian April 1998 - March 2000
JP Morgan Chase May 1995 - March 1998
UBS Paine Webber August 1993 - May 1995
Lehman Brothers December 1986 - August 1993
First Federal S&L of San Antonio January 1986 - December 1986
Education
The University of Texas at Austin 1983 — 1985
MBA
Villanova University 1979 — 1983
BSBA
CRT Capital LLC July 2009 - February 2014
Countrywide Securities Corp September 2006 - September 2008
Strategic Advisors 2001 - March 2006
Medical Present Value (MPV)/Experian April 1998 - March 2000
JP Morgan Chase May 1995 - March 1998
UBS Paine Webber August 1993 - May 1995
Lehman Brothers December 1986 - August 1993
First Federal S&L of San Antonio January 1986 - December 1986
Education
The University of Texas at Austin 1983 — 1985
MBA
Villanova University 1979 — 1983
BSBA
Susan Hartman, CPA's Lehman Brothers Experience 1996 - 1999
Job President and Founder at Park Hartman LLC
Industry Accounting
Experience
Park Hartman LLC January 2014 - Present
AlixPartners May 2005 - January 2014
DoubleClick (now part of Google) January 2003 - April 2005
IPG 2001 - 2003
Owners.com 1999 - 2001
Lehman Brothers 1996 - 1999
Skills
Forensic..., Corporate Governance, Acquisition Integration, Start-ups, Corporate Development, Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Tulane University - A.B. Freeman School of Business 1987 — 1990
BSM, Accounting
Trinity University 1986 — 1987
Park Hartman LLC January 2014 - Present
AlixPartners May 2005 - January 2014
DoubleClick (now part of Google) January 2003 - April 2005
IPG 2001 - 2003
Owners.com 1999 - 2001
Lehman Brothers 1996 - 1999
Skills
Forensic..., Corporate Governance, Acquisition Integration, Start-ups, Corporate Development, Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Tulane University - A.B. Freeman School of Business 1987 — 1990
BSM, Accounting
Trinity University 1986 — 1987
Dan Roth's Lehman Brothers Experience June 2006 - August 2006
Job
Industry Internet
Experience
Amazon November 2014 - Present
Adidas 2011 - 2014
Levi Strauss & Co. 2010 - 2011
Bain & Co. 2007 - 2009
Lehman Brothers June 2006 - August 2006
West Ack LLC 2003 - 2005
KPFF Consulting Engineers 2000 - 2003
Skills
Strategy, Business Development, Business Strategy, Cross-functional Team..., Competitive Analysis, Start-ups, Financial Modeling, Marketing Strategy, Strategic Consulting, Process Improvement, Strategic Planning, Market Analysis, Data Analysis, Project Management, Client Relations Skills, Team Leadership, Mentoring, E-commerce, Start-up Ventures, Change Management, Strategic Partnerships, Management Consulting, Creative Problem Solving, Consumer Goods
Education
University of California, Berkeley 2005 — 2007
Master of Business Administration (M.B.A.)
Lincoln High school
Lincoln High school
The University of Texas at Austin
BS
Amazon November 2014 - Present
Adidas 2011 - 2014
Levi Strauss & Co. 2010 - 2011
Bain & Co. 2007 - 2009
Lehman Brothers June 2006 - August 2006
West Ack LLC 2003 - 2005
KPFF Consulting Engineers 2000 - 2003
Skills
Strategy, Business Development, Business Strategy, Cross-functional Team..., Competitive Analysis, Start-ups, Financial Modeling, Marketing Strategy, Strategic Consulting, Process Improvement, Strategic Planning, Market Analysis, Data Analysis, Project Management, Client Relations Skills, Team Leadership, Mentoring, E-commerce, Start-up Ventures, Change Management, Strategic Partnerships, Management Consulting, Creative Problem Solving, Consumer Goods
Education
University of California, Berkeley 2005 — 2007
Master of Business Administration (M.B.A.)
Lincoln High school
Lincoln High school
The University of Texas at Austin
BS
Christopher Harrod's Lehman Brothers Experience 2005 - 2008
Job Finance Technologist
Industry Investment Management
Experience
Invesco Ltd. February 2013 - Present
Nomura 2008 - 2012
Lehman Brothers 2005 - 2008
Lehman Brothers 2004 - 2005
Summit Systems 2000 - 2004
Skills
Software Project..., Data Warehousing, Agile Methodologies, Equities, Unix, C++, C#, SQL, Business Analysis, Data Analysis
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Graduate Certificates, Business Management for Engineers, Strategic Technology Management
The University of Texas at Austin 1996 — 2000
Bachelor of Science (BS), Computer Science
Invesco Ltd. February 2013 - Present
Nomura 2008 - 2012
Lehman Brothers 2005 - 2008
Lehman Brothers 2004 - 2005
Summit Systems 2000 - 2004
Skills
Software Project..., Data Warehousing, Agile Methodologies, Equities, Unix, C++, C#, SQL, Business Analysis, Data Analysis
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Graduate Certificates, Business Management for Engineers, Strategic Technology Management
The University of Texas at Austin 1996 — 2000
Bachelor of Science (BS), Computer Science
James Boothby's Lehman Brothers Experience 2007 - 2008
Job Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management March 2015 - Present
Lazard Asset Management February 2011 - Present
Barclays Wealth July 2007 - December 2010
Lehman Brothers 2007 - 2008
Delaware Investments 2006 - 2007
Skills
Series 7, Equities, Alternative Investments, Hedge Funds, Fixed Income, Series 63, Bloomberg, Investments, Asset Managment, Mutual Funds, Financial Modeling, Capital Markets, Securities, ETFs, Portfolio Management, Asset Allocation, Private Equity, Valuation, Equity Research, Wealth Management, Emerging Markets, Investment Strategies, Asset Management, Investment Banking
Education
Trinity College-Hartford 2002 — 2006
BA, Political Science and Government
Chestnut Hill Academy 1990 — 2002
HS
Lazard Asset Management March 2015 - Present
Lazard Asset Management February 2011 - Present
Barclays Wealth July 2007 - December 2010
Lehman Brothers 2007 - 2008
Delaware Investments 2006 - 2007
Skills
Series 7, Equities, Alternative Investments, Hedge Funds, Fixed Income, Series 63, Bloomberg, Investments, Asset Managment, Mutual Funds, Financial Modeling, Capital Markets, Securities, ETFs, Portfolio Management, Asset Allocation, Private Equity, Valuation, Equity Research, Wealth Management, Emerging Markets, Investment Strategies, Asset Management, Investment Banking
Education
Trinity College-Hartford 2002 — 2006
BA, Political Science and Government
Chestnut Hill Academy 1990 — 2002
HS
Sophie Shaikh's Lehman Brothers Experience August 2007 - May 2008
Job Associate at Goldman Sachs Sales & Global Investment Research Technology
Industry Financial Services
Experience
Citi April 2011 - July 2013
CyberTex September 2010 - January 2011
GM Asset Mangement October 2008 - August 2010
Lehman Brothers August 2007 - May 2008
Sungard Consulting Services August 2006 - August 2007
USAA June 2005 - August 2005
Skills
Bloomberg, Process Improvement, Strategy, Competitive Analysis, Analysis, Forecasting, Finance, Business Planning, Management, Budgets, Project Planning, Financial Services, Financial Modeling, Financial Analysis, Asset Management, Corporate Finance
Education
The University of Texas at Austin 2002 — 2006
BBA, Finance
Citi April 2011 - July 2013
CyberTex September 2010 - January 2011
GM Asset Mangement October 2008 - August 2010
Lehman Brothers August 2007 - May 2008
Sungard Consulting Services August 2006 - August 2007
USAA June 2005 - August 2005
Skills
Bloomberg, Process Improvement, Strategy, Competitive Analysis, Analysis, Forecasting, Finance, Business Planning, Management, Budgets, Project Planning, Financial Services, Financial Modeling, Financial Analysis, Asset Management, Corporate Finance
Education
The University of Texas at Austin 2002 — 2006
BBA, Finance
Charles Burdette's Lehman Brothers Experience July 2006 - June 2008
Job Associate at W.P. Carey
Industry Commercial Real Estate
Experience
W.P. Carey June 2008 - Present
Lehman Brothers July 2006 - June 2008
Education
Trinity College-Hartford 2002 — 2006
W.P. Carey June 2008 - Present
Lehman Brothers July 2006 - June 2008
Education
Trinity College-Hartford 2002 — 2006
Rageim Walker's Lehman Brothers Experience August 2004 - September 2008
Job
Industry Financial Services
Experience
The Blackstone Group February 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers August 2004 - September 2008
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
M.B.A., Finance
Trinity College-Hartford 2000 — 2004
B.S., Economics, Computer Science
The Blackstone Group February 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers August 2004 - September 2008
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
M.B.A., Finance
Trinity College-Hartford 2000 — 2004
B.S., Economics, Computer Science
Jake Kelley's Lehman Brothers Experience 2007 - 2008
Job Commercial Real Estate Debt & Equity Advisor at JLL
Industry Commercial Real Estate
Experience
JLL 2012 - Present
CBRE 2011 - 2012
Terra Capital Partners 2009 - 2011
Lehman Brothers 2007 - 2008
Morgan Stanley 2003 - 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
BBA, Finance
Institut Paul Bocuse - Lyon, France 2008 — 2008
Culinary Arts
JLL 2012 - Present
CBRE 2011 - 2012
Terra Capital Partners 2009 - 2011
Lehman Brothers 2007 - 2008
Morgan Stanley 2003 - 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
BBA, Finance
Institut Paul Bocuse - Lyon, France 2008 — 2008
Culinary Arts
Richard Carrell's Lehman Brothers Experience June 1999 - June 2001
Job Senior Vice President at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group December 2008 - Present
Prudential Capital Group 2006 - 2008
Prudential Capital Group 2004 - 2006
Marsalli Institute June 2001 - June 2002
Lehman Brothers June 1999 - June 2001
Wells Capital Management August 1997 - June 1999
Skills
Valuation, Due Diligence, Private Equity, Project Finance, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Vanderbilt University 1993 — 1997
B.A., Spanish and English
Prudential Capital Group December 2008 - Present
Prudential Capital Group 2006 - 2008
Prudential Capital Group 2004 - 2006
Marsalli Institute June 2001 - June 2002
Lehman Brothers June 1999 - June 2001
Wells Capital Management August 1997 - June 1999
Skills
Valuation, Due Diligence, Private Equity, Project Finance, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Vanderbilt University 1993 — 1997
B.A., Spanish and English
HJ Budd Leo, PMP's Lehman Brothers Experience 1998 - 1998
Job Senior Program Manager at IEEE
Industry Program Development
Experience
IEEE April 2008 - Present
IBM 2003 - 2007
JP Morgan Chase 2000 - 2003
Wyeth 1999 - 2000
Lehman Brothers 1998 - 1998
JPMorgan Chase 1997 - 1998
Education
Thomas Edison State College 2002 — 2006
Computer Science, Business
IEEE April 2008 - Present
IBM 2003 - 2007
JP Morgan Chase 2000 - 2003
Wyeth 1999 - 2000
Lehman Brothers 1998 - 1998
JPMorgan Chase 1997 - 1998
Education
Thomas Edison State College 2002 — 2006
Computer Science, Business
Bo Ford's Lehman Brothers Experience October 2004 - December 2008
Job Wealth Management
Industry Financial Services
Experience
Lehman Brothers October 2004 - December 2008
Education
The University of Texas at Austin 1989 — 1993
Lehman Brothers October 2004 - December 2008
Education
The University of Texas at Austin 1989 — 1993
Sam Keyburn's Lehman Brothers Experience July 2007 - September 2008
Job Vice President at Garrison Investment Group LP
Industry Investment Management
Experience
Garrison Investment Group LP March 2010 - Present
AE Capital January 2009 - February 2010
Clearwater Capital Partners October 2008 - November 2008
Lehman Brothers July 2007 - September 2008
Skills
Valuation, Investments, Financial Modeling, Private Equity, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
BBA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
MPA, Accounting
Garrison Investment Group LP March 2010 - Present
AE Capital January 2009 - February 2010
Clearwater Capital Partners October 2008 - November 2008
Lehman Brothers July 2007 - September 2008
Skills
Valuation, Investments, Financial Modeling, Private Equity, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
BBA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2007
MPA, Accounting
suzanne harrison's Lehman Brothers Experience March 2006 - September 2008
Job Mortgage Banker at Citibank
Industry Financial Services
Experience
Citi May 2015 - Present
Bank of America February 2014 - May 2015
Citi June 2012 - February 2014
JPMorgan Chase June 2010 - June 2012
Lehman Brothers March 2006 - September 2008
Education
The University of Texas at Austin
Communications
Citi May 2015 - Present
Bank of America February 2014 - May 2015
Citi June 2012 - February 2014
JPMorgan Chase June 2010 - June 2012
Lehman Brothers March 2006 - September 2008
Education
The University of Texas at Austin
Communications
Alex Allgood's Lehman Brothers Experience 1996 - 2004
Job Managing Director, Private Equity Group at Sowell & Co.
Industry Investment Management
Experience
Sowell & Co. October 2011 - Present
VeriQuest Private Capital, LP December 2005 - Present
Lehman Brothers 1996 - 2004
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Investment Management, Hedge Funds
Education
The University of Texas at Austin 1993 — 1995
MBA, Finance, General
The University of Texas at Austin 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
Sowell & Co. October 2011 - Present
VeriQuest Private Capital, LP December 2005 - Present
Lehman Brothers 1996 - 2004
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Investment Management, Hedge Funds
Education
The University of Texas at Austin 1993 — 1995
MBA, Finance, General
The University of Texas at Austin 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
Henry May's Lehman Brothers Experience June 2008 - August 2008
Job Vice President at Tudor Pickering & Holt
Industry Investment Banking
Experience
Tudor Pickering & Holt January 2013 - Present
Tudor Pickering & Holt July 2011 - December 2012
Barclays Capital August 2009 - July 2011
Lehman Brothers June 2008 - August 2008
Grant Prideco July 2004 - June 2007
Skills
Financial Analysis, Due Diligence, Valuation, Energy, Financial Modeling, Mergers, Strategic Planning, Finance, Mergers & Acquisitions, Investment Banking, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Energy Finance
The University of Texas at Austin 2000 — 2004
Bachelor of Science, Mechanical Engineering
Tudor Pickering & Holt January 2013 - Present
Tudor Pickering & Holt July 2011 - December 2012
Barclays Capital August 2009 - July 2011
Lehman Brothers June 2008 - August 2008
Grant Prideco July 2004 - June 2007
Skills
Financial Analysis, Due Diligence, Valuation, Energy, Financial Modeling, Mergers, Strategic Planning, Finance, Mergers & Acquisitions, Investment Banking, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Energy Finance
The University of Texas at Austin 2000 — 2004
Bachelor of Science, Mechanical Engineering
Nick Abbott's Lehman Brothers Experience September 2002 - September 2008
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2015 - Present
BMO Capital Markets August 2011 - Present
Baclays Capital September 2008 - November 2011
Lehman Brothers September 2002 - September 2008
Amgen/Immunex 1993 - 2003
Immunex 1993 - 2002
British Biotechnology 1986 - 1993
Skills
Business Strategy, Biotechnology, Pharmaceutical Industry, Due Diligence, Business Intelligence, Mergers & Acquisitions, Data Analysis, Lifesciences, Project Management, Cross-functional Team..., Strategic Planning, Valuation, Equities, Business Development, Market Research, Financial Modeling, Corporate Development, Emerging Markets, Strategy, Data Management
Education
University of Aberdeen 1983 — 1986
PhD, Microbiology
The University of Salford 1980 — 1983
BSc, Botany, Zoology
Wells Fargo Securities September 2015 - Present
BMO Capital Markets August 2011 - Present
Baclays Capital September 2008 - November 2011
Lehman Brothers September 2002 - September 2008
Amgen/Immunex 1993 - 2003
Immunex 1993 - 2002
British Biotechnology 1986 - 1993
Skills
Business Strategy, Biotechnology, Pharmaceutical Industry, Due Diligence, Business Intelligence, Mergers & Acquisitions, Data Analysis, Lifesciences, Project Management, Cross-functional Team..., Strategic Planning, Valuation, Equities, Business Development, Market Research, Financial Modeling, Corporate Development, Emerging Markets, Strategy, Data Management
Education
University of Aberdeen 1983 — 1986
PhD, Microbiology
The University of Salford 1980 — 1983
BSc, Botany, Zoology
Chris Dewhurst's Lehman Brothers Experience June 2005 - September 2008
Job First Vice President at Merrill Lynch Private Bank & Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Bank & Investment Group June 2015 - Present
Barclays September 2008 - June 2015
Lehman Brothers June 2005 - September 2008
Falcon Seaboard June 2003 - May 2005
Accenture July 2001 - June 2003
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
MBA, Finance
Washington and Lee University 1997 — 2001
BA, Philosophy/Economics
Strake Jesuit College Preparatory 1993 — 1997
High School
Merrill Lynch Private Bank & Investment Group June 2015 - Present
Barclays September 2008 - June 2015
Lehman Brothers June 2005 - September 2008
Falcon Seaboard June 2003 - May 2005
Accenture July 2001 - June 2003
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
MBA, Finance
Washington and Lee University 1997 — 2001
BA, Philosophy/Economics
Strake Jesuit College Preparatory 1993 — 1997
High School
Darius Houseal's Lehman Brothers Experience July 2002 - February 2008
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital August 2011 - Present
Nationstar Mortgage April 2008 - July 2011
Lehman Brothers July 2002 - February 2008
Skills
Securitization, Capital Markets, Portfolio Management, Fixed Income, Structured Finance, Investment Banking, Bloomberg, Asset Management, Valuation, Equities, Financial Modeling, Financial Structuring, Loans, MBS, Credit Risk, ABS, Private Equity, Structured Products
Education
The University of Texas at Austin - Red McCombs School of Business
Barclays Capital August 2011 - Present
Nationstar Mortgage April 2008 - July 2011
Lehman Brothers July 2002 - February 2008
Skills
Securitization, Capital Markets, Portfolio Management, Fixed Income, Structured Finance, Investment Banking, Bloomberg, Asset Management, Valuation, Equities, Financial Modeling, Financial Structuring, Loans, MBS, Credit Risk, ABS, Private Equity, Structured Products
Education
The University of Texas at Austin - Red McCombs School of Business
Hilary Hoffman's Lehman Brothers Experience May 2008 - July 2008
Job Hilary Hoffman, Senior Associate at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic September 2013 - Present
General Atlantic September 2011 - September 2013
Greenhill & Co. June 2009 - June 2011
Lehman Brothers May 2008 - July 2008
Asset Strategies Group January 2006 - March 2008
Skills
Private Equity
Education
The University of Texas at Austin 2005 — 2009
BBA, BHP/Finance
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Business Honors/Finance, Accounting Minor
General Atlantic September 2013 - Present
General Atlantic September 2011 - September 2013
Greenhill & Co. June 2009 - June 2011
Lehman Brothers May 2008 - July 2008
Asset Strategies Group January 2006 - March 2008
Skills
Private Equity
Education
The University of Texas at Austin 2005 — 2009
BBA, BHP/Finance
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Business Honors/Finance, Accounting Minor
Susan V. James, CISSP, C|EH, CISA, CRISC's Lehman Brothers Experience 1993 - 1996
Job
Industry Information Technology and Services
Experience
Prudential Financial January 1999 - December 2005
BOC June 1996 - January 1999
Lehman Brothers 1993 - 1996
AT&T Bell Laboratories November 1988 - October 1993
AT&T 1987 - 1989
Skills
CISSP, CISA, Security, Unix, CRISC, CEH, Information Security, Firewalls, CHFI, Solaris, Servers, Apache, DNS, VPN, EDRP, G2700, PCI DSS, AIX, Information Security..., Security Awareness, Computer Security, Privileged Access..., IT Strategy, IBM AIX, Enterprise Architecture, Disaster Recovery, SDLC
Education
Western Governors University 2010 — 2012
Master of Science (MS), Computer and Information Systems Security/Information Assurance
Thomas Edison State College 1990 — 1994
Bachelor of Arts, Visual Arts
Prudential Financial January 1999 - December 2005
BOC June 1996 - January 1999
Lehman Brothers 1993 - 1996
AT&T Bell Laboratories November 1988 - October 1993
AT&T 1987 - 1989
Skills
CISSP, CISA, Security, Unix, CRISC, CEH, Information Security, Firewalls, CHFI, Solaris, Servers, Apache, DNS, VPN, EDRP, G2700, PCI DSS, AIX, Information Security..., Security Awareness, Computer Security, Privileged Access..., IT Strategy, IBM AIX, Enterprise Architecture, Disaster Recovery, SDLC
Education
Western Governors University 2010 — 2012
Master of Science (MS), Computer and Information Systems Security/Information Assurance
Thomas Edison State College 1990 — 1994
Bachelor of Arts, Visual Arts
Sami Al-Awadi's Lehman Brothers Experience May 2007 - July 2007
Job Senior Associate at K Road DG
Industry Venture Capital & Private Equity
Experience
K Road DG December 2014 - Present
Brighton Health Management / MagnaCare December 2010 - November 2014
Lehman Brothers/Barclays Capital July 2008 - July 2010
Lehman Brothers May 2007 - July 2007
Lehman Brothers May 2006 - July 2006
Skills
Valuation, Due Diligence, Strategy, Mergers & Acquisitions, Finance, Management, Private Equity, Venture Capital, Corporate Development, Investments, Corporate Finance, Business Development, Financial Analysis, Strategic Planning, Financial Modeling, Executive Management, Equities, Competitive Analysis
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance & Accounting
K Road DG December 2014 - Present
Brighton Health Management / MagnaCare December 2010 - November 2014
Lehman Brothers/Barclays Capital July 2008 - July 2010
Lehman Brothers May 2007 - July 2007
Lehman Brothers May 2006 - July 2006
Skills
Valuation, Due Diligence, Strategy, Mergers & Acquisitions, Finance, Management, Private Equity, Venture Capital, Corporate Development, Investments, Corporate Finance, Business Development, Financial Analysis, Strategic Planning, Financial Modeling, Executive Management, Equities, Competitive Analysis
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance & Accounting
Alicia Ditta's Lehman Brothers Experience July 2004 - January 2008
Job Senior Associate, Hedge Fund Client Service
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Bridgewater Associates February 2010 - October 2012
Neuberger Berman January 2008 - February 2010
Lehman Brothers July 2004 - January 2008
Education
Trinity College-Hartford 1999 — 2003
BA, Classics
BNY Mellon October 2012 - Present
Bridgewater Associates February 2010 - October 2012
Neuberger Berman January 2008 - February 2010
Lehman Brothers July 2004 - January 2008
Education
Trinity College-Hartford 1999 — 2003
BA, Classics
Bart Mosley's Lehman Brothers Experience 1985 - 1992
Job Software Engineer and Entrepreneur
Industry Computer Software
Experience
Thirstie July 2013 - Present
Trident Municipal Research LLC September 2011 - March 2015
Alprion Capital Management LP October 2009 - March 2014
UBS Investment Bank April 2004 - June 2008
Citigroup 1994 - 2004
Dean Witter 1992 - 1994
Lehman Brothers 1985 - 1992
JJ Kenny 1987 - 1989
Skills
Software Development, API Development, Web Development, Web Applications, Database Design, Mobile Applications, Fixed Income, Bonds, Trading, Hedge Funds, Investments, Investment Banking, Financial Risk, Capital Markets, Financial Modeling, Municipalities, Valuation, Portfolio Management, Trading Systems, Alternative Investments
Education
The University of Texas at Dallas 1983 — 1984
Bachelor of Science, Physics
Thirstie July 2013 - Present
Trident Municipal Research LLC September 2011 - March 2015
Alprion Capital Management LP October 2009 - March 2014
UBS Investment Bank April 2004 - June 2008
Citigroup 1994 - 2004
Dean Witter 1992 - 1994
Lehman Brothers 1985 - 1992
JJ Kenny 1987 - 1989
Skills
Software Development, API Development, Web Development, Web Applications, Database Design, Mobile Applications, Fixed Income, Bonds, Trading, Hedge Funds, Investments, Investment Banking, Financial Risk, Capital Markets, Financial Modeling, Municipalities, Valuation, Portfolio Management, Trading Systems, Alternative Investments
Education
The University of Texas at Dallas 1983 — 1984
Bachelor of Science, Physics
Chris Manning's Lehman Brothers Experience 2000 - 2008
Job Managing Partner at Trilantic Capital Partners
Industry Investment Management
Experience
Trilantic Capital Partners April 2009 - Present
Lehman Brothers Asia Limited June 2006 - March 2009
Lehman Brothers 2000 - 2008
Skills
Investments
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance, Accounting
The University of Texas at Austin 1986 — 1990
BBA, Finance
Trilantic Capital Partners April 2009 - Present
Lehman Brothers Asia Limited June 2006 - March 2009
Lehman Brothers 2000 - 2008
Skills
Investments
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance, Accounting
The University of Texas at Austin 1986 — 1990
BBA, Finance
Jerry Dreyer's Lehman Brothers Experience 1999 - 2012
Job Manager, Asset Risk Management at Nationstar
Industry Financial Services
Experience
Nationstar Mortgage May 1999 - Present
Lehman Brothers 1999 - 2012
Skills
Loan Servicing, Mortgage Lending, Banking, Mortgage Banking, Mortgage Servicing
Education
The University of Texas at San Antonio 1991 — 1996
Nationstar Mortgage May 1999 - Present
Lehman Brothers 1999 - 2012
Skills
Loan Servicing, Mortgage Lending, Banking, Mortgage Banking, Mortgage Servicing
Education
The University of Texas at San Antonio 1991 — 1996
Neil Wardley's Lehman Brothers Experience September 2005 - March 2008
Job Managing Director at Evalueserve
Industry Financial Services
Experience
Evalueserve December 2013 - Present
Markit September 2012 - November 2013
Evalueserve May 2012 - October 2012
BNP Paribas August 2010 - January 2012
Markit September 2008 - September 2010
Lehman Brothers September 2005 - March 2008
Lehman Brothers August 1998 - March 2008
Lehman Brothers (in Administration) March 1993 - August 1998
Prudential Securities 1987 - 1993
Skills
Business Analysis, Analytics, Fixed Income, Portfolio Management, Project Management, Management, Market Research, Product Marketing, Financial Services, Marketing, Commodity, Training, Capital Markets, Asset Management, Investment Banking, Hedge Funds, Research, Risk Management, Valuation, Trading
Education
The University of Sheffield 1981 — 1984
Ph.D, Remote Sensing
University of Portsmouth 1978 — 1981
B.Sc, Environmental Science
Evalueserve December 2013 - Present
Markit September 2012 - November 2013
Evalueserve May 2012 - October 2012
BNP Paribas August 2010 - January 2012
Markit September 2008 - September 2010
Lehman Brothers September 2005 - March 2008
Lehman Brothers August 1998 - March 2008
Lehman Brothers (in Administration) March 1993 - August 1998
Prudential Securities 1987 - 1993
Skills
Business Analysis, Analytics, Fixed Income, Portfolio Management, Project Management, Management, Market Research, Product Marketing, Financial Services, Marketing, Commodity, Training, Capital Markets, Asset Management, Investment Banking, Hedge Funds, Research, Risk Management, Valuation, Trading
Education
The University of Sheffield 1981 — 1984
Ph.D, Remote Sensing
University of Portsmouth 1978 — 1981
B.Sc, Environmental Science
Syed Ashrafulla's Lehman Brothers Experience May 2006 - July 2006
Job Associate at Goldman Sachs
Industry Banking
Experience
Goldman Sachs May 2014 - Present
University of Southern California August 2006 - April 2014
University of Southern California August 2007 - December 2008
Lehman Brothers May 2006 - July 2006
Applied Research Labs May 2005 - May 2006
Skills
Matlab, Pattern Recognition, Image Processing, Machine Learning, Signal Processing, Statistical Modeling, Biomedical Engineering, Time Series Analysis, Algorithms, Digital Signal..., Numerical Analysis, Image Analysis, Mathematical Modeling, LaTeX
Education
University of Southern California 2006 — 2014
Doctor of Philosophy (Ph.D.), Electrical Engineering
The University of Texas at Austin 2003 — 2006
BS, Electrical and Electronics Engineering
Goldman Sachs May 2014 - Present
University of Southern California August 2006 - April 2014
University of Southern California August 2007 - December 2008
Lehman Brothers May 2006 - July 2006
Applied Research Labs May 2005 - May 2006
Skills
Matlab, Pattern Recognition, Image Processing, Machine Learning, Signal Processing, Statistical Modeling, Biomedical Engineering, Time Series Analysis, Algorithms, Digital Signal..., Numerical Analysis, Image Analysis, Mathematical Modeling, LaTeX
Education
University of Southern California 2006 — 2014
Doctor of Philosophy (Ph.D.), Electrical Engineering
The University of Texas at Austin 2003 — 2006
BS, Electrical and Electronics Engineering
Tholkappian Kiruttinan's Lehman Brothers Experience November 2004 - December 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital November 2009 - Present
Goldman Sachs December 2008 - December 2009
Lehman Brothers November 2004 - December 2008
Barclays Capital 2008 - 2008
Keane August 1999 - October 2004
Klein management systems 1997 - 1999
Skills
Business Analysis, Business Intelligence, Data Warehousing, Databases, ETL, Informatica, Investment Banking, SDLC, Sybase, Requirements Analysis, Data Modeling, Business Objects, SQL, Enterprise Architecture, Agile Methodologies, Software Project...
Education
Thiagarajar College of Engineering
Barclays Capital November 2009 - Present
Goldman Sachs December 2008 - December 2009
Lehman Brothers November 2004 - December 2008
Barclays Capital 2008 - 2008
Keane August 1999 - October 2004
Klein management systems 1997 - 1999
Skills
Business Analysis, Business Intelligence, Data Warehousing, Databases, ETL, Informatica, Investment Banking, SDLC, Sybase, Requirements Analysis, Data Modeling, Business Objects, SQL, Enterprise Architecture, Agile Methodologies, Software Project...
Education
Thiagarajar College of Engineering
Linda M. Houllahan's Lehman Brothers Experience March 1996 - December 1998
Job Financial Professional
Industry Investment Management
Experience
ELLA Capital, LLC December 2007 - Present
The Bank of New York February 2006 - December 2007
Salomon Smith Barney March 2002 - February 2006
Donaldson, Lufkin & Jenrette December 1998 - March 2002
Lehman Brothers March 1996 - December 1998
Credit Suisse First Boston May 1994 - March 1996
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Emerging Markets, Private Equity, Investments, Venture Capital, Structured Products, Fixed Income, Portfolio Management, Investment Strategies, Equities, Asset Management, Due Diligence, Investment Banking, Capital Markets, Derivatives
Education
Yale University - Yale School of Management 1992 — 1994
MBA, Finance
Trinity College-Hartford 1980 — 1984
BS, BIOCHEMISTRY
Yale University - Yale School of Management
Master of Business Administration (MBA), MPPM, Finance, General
ELLA Capital, LLC December 2007 - Present
The Bank of New York February 2006 - December 2007
Salomon Smith Barney March 2002 - February 2006
Donaldson, Lufkin & Jenrette December 1998 - March 2002
Lehman Brothers March 1996 - December 1998
Credit Suisse First Boston May 1994 - March 1996
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Emerging Markets, Private Equity, Investments, Venture Capital, Structured Products, Fixed Income, Portfolio Management, Investment Strategies, Equities, Asset Management, Due Diligence, Investment Banking, Capital Markets, Derivatives
Education
Yale University - Yale School of Management 1992 — 1994
MBA, Finance
Trinity College-Hartford 1980 — 1984
BS, BIOCHEMISTRY
Yale University - Yale School of Management
Master of Business Administration (MBA), MPPM, Finance, General
Meina Tran's Lehman Brothers Experience August 2005 - September 2008
Job Senior Information Specialist at Alcon, a Novartis company
Industry Computer Software
Experience
Alcon, a Novartis company November 2011 - Present
Neuberger Berman August 2005 - November 2011
Lehman Brothers August 2005 - September 2008
Chandler Signs June 2003 - August 2005
Skills
SSIS, SDLC, XML, SSRS, ASP.NET, T-SQL, DB2, JavaScript, VB.NET, Business Intelligence, Microsoft SQL Server, SQL, SharePoint
Education
The University of Texas at Arlington 2000 — 2004
Alcon, a Novartis company November 2011 - Present
Neuberger Berman August 2005 - November 2011
Lehman Brothers August 2005 - September 2008
Chandler Signs June 2003 - August 2005
Skills
SSIS, SDLC, XML, SSRS, ASP.NET, T-SQL, DB2, JavaScript, VB.NET, Business Intelligence, Microsoft SQL Server, SQL, SharePoint
Education
The University of Texas at Arlington 2000 — 2004
Marc Ferrante's Lehman Brothers Experience June 1993 - December 1996
Job Business Controls Officer Securitized Products and Public Finance
Industry Banking
Experience
JPMorgan Chase & Co. July 2015 - Present
GE Capital September 2014 - July 2015
Bank of America July 2013 - September 2014
UBS Investment Bank May 2009 - November 2012
UBS Investment Bank June 2008 - May 2009
UBS Investment Bank July 1997 - June 2008
UBS Investment Bank December 1996 - July 1997
Lehman Brothers June 1993 - December 1996
Sun America Asset Management August 1990 - June 1993
Skills
Microsoft..., Series 99 – Operations..., Financial Services, Fixed Income, Portfolio Management, Financial Risk, Finance, Securities, Credit, Mergers & Acquisitions, Trading, CRM, Management, Process Improvement, Program Management, Loans, Operational Risk, Investment Banking, Settlement, Capital Markets, Equities, Project Management
Education
Towson University 1987 — 1989
Bachelor of Science (BS), Mass Communication/Media Studies
JPMorgan Chase & Co. July 2015 - Present
GE Capital September 2014 - July 2015
Bank of America July 2013 - September 2014
UBS Investment Bank May 2009 - November 2012
UBS Investment Bank June 2008 - May 2009
UBS Investment Bank July 1997 - June 2008
UBS Investment Bank December 1996 - July 1997
Lehman Brothers June 1993 - December 1996
Sun America Asset Management August 1990 - June 1993
Skills
Microsoft..., Series 99 – Operations..., Financial Services, Fixed Income, Portfolio Management, Financial Risk, Finance, Securities, Credit, Mergers & Acquisitions, Trading, CRM, Management, Process Improvement, Program Management, Loans, Operational Risk, Investment Banking, Settlement, Capital Markets, Equities, Project Management
Education
Towson University 1987 — 1989
Bachelor of Science (BS), Mass Communication/Media Studies
Judy Vider's Lehman Brothers Experience September 1997 - January 2000
Job Managing Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2004 - Present
Credit Suisse February 2000 - May 2004
Lehman Brothers September 1997 - January 2000
Bankers Trust January 1982 - August 1997
Skills
Risk Management, Equities, Fixed Income, Derivatives, Business Analysis, Financial Risk
Education
Touro College 1982 — 1985
Morgan Stanley May 2004 - Present
Credit Suisse February 2000 - May 2004
Lehman Brothers September 1997 - January 2000
Bankers Trust January 1982 - August 1997
Skills
Risk Management, Equities, Fixed Income, Derivatives, Business Analysis, Financial Risk
Education
Touro College 1982 — 1985
Wendy Fallon's Lehman Brothers Experience October 2006 - September 2008
Job Clinical Applications Manager at Skilled Healthcare
Industry Medical Practice
Experience
Skilled Healthcare June 2014 - Present
Skilled Healthcare LLC April 2009 - May 2014
Lehman Brothers October 2006 - September 2008
Small Business Finance 2006 - 2008
Manpower Inc June 1988 - January 1997
Skills
Powerpoint, MS Word, MS Excel, Customer Service, PowerPoint, Public Speaking, Microsoft Office, Real Estate, Sales, Social Media, Microsoft Excel, Event Planning, Strategic Planning, Budgets, Leadership, Management
Education
University of Sheffield 1983 — 1986
BA, English literature and language
Newlands High School, Maidenhead, UK 1981 — 1983
BA, English Literature
Skilled Healthcare June 2014 - Present
Skilled Healthcare LLC April 2009 - May 2014
Lehman Brothers October 2006 - September 2008
Small Business Finance 2006 - 2008
Manpower Inc June 1988 - January 1997
Skills
Powerpoint, MS Word, MS Excel, Customer Service, PowerPoint, Public Speaking, Microsoft Office, Real Estate, Sales, Social Media, Microsoft Excel, Event Planning, Strategic Planning, Budgets, Leadership, Management
Education
University of Sheffield 1983 — 1986
BA, English literature and language
Newlands High School, Maidenhead, UK 1981 — 1983
BA, English Literature
David Heidt's Lehman Brothers Experience December 1999 - April 2003
Job SME at MRE Consulting
Industry Writing and Editing
Experience
MRE Consulting October 2013 - Present
JPMorgan Chase April 2003 - October 2013
Lehman Brothers December 1999 - April 2003
BankersTrust June 1998 - December 1999
Skills
Agile Application..., Server Side Programming, Software Design Patterns, Project Management, Multi-site Development, Java, Spring, Oracle, Python, JIRA, Subversion, Linux, Unix, Eclipse, Foreign Exchange, Financial Risk..., Equities Technology, FIX
Education
The University of Texas at Austin 2008 — 2010
Master of Science (M.S.), Computer Software Engineering
University of Richmond 1994 — 1998
Bachelor of Arts (B.A.), Computer Science
MRE Consulting October 2013 - Present
JPMorgan Chase April 2003 - October 2013
Lehman Brothers December 1999 - April 2003
BankersTrust June 1998 - December 1999
Skills
Agile Application..., Server Side Programming, Software Design Patterns, Project Management, Multi-site Development, Java, Spring, Oracle, Python, JIRA, Subversion, Linux, Unix, Eclipse, Foreign Exchange, Financial Risk..., Equities Technology, FIX
Education
The University of Texas at Austin 2008 — 2010
Master of Science (M.S.), Computer Software Engineering
University of Richmond 1994 — 1998
Bachelor of Arts (B.A.), Computer Science
Roy Jageman's Lehman Brothers Experience 1994 - 1999
Job President at Colonial Exploration & Production LLC
Industry Oil & Energy
Experience
Colonial Exploration & Production LLC December 2013 - Present
Plantation Petroleum Companies September 2010 - November 2013
Encore Acquisition Company 2003 - 2005
Simmons & Co. 1998 - 2003
Lehman Brothers 1994 - 1999
Wasserstein Perella & Co. 1989 - 1994
Skills
Energy, Natural Gas, Onshore, Energy Industry, Due Diligence, Cash Flow, Mergers & Acquisitions, Petroleum, Sarbanes-Oxley Act, Venture Capital, Hedging, Joint Ventures, Financial Modeling, Valuation, Gas, Business Valuation, Investments, Management, Portfolio Management, Investor Relations, M&A experience, Contract Negotiation, Internal Controls, Restructuring, Project Finance, Capital Markets, Divestitures, Managerial Finance, Corporate Development, Executive Management, Trading, Financial Reporting, Negotiation, Corporate Finance, Treasury Management, Commodity, Equities, Strategic Financial..., Completion, Forecasting, Upstream, Commodity Markets, Asset Management, Risk Management, IPO, Contract Management, Investment Banking, Acquisitions, Private Equity, Oil/Gas
Education
The University of Texas at Austin 1985 — 1989
Bachelor of Business Administration (BBA), Finance
Colonial Exploration & Production LLC December 2013 - Present
Plantation Petroleum Companies September 2010 - November 2013
Encore Acquisition Company 2003 - 2005
Simmons & Co. 1998 - 2003
Lehman Brothers 1994 - 1999
Wasserstein Perella & Co. 1989 - 1994
Skills
Energy, Natural Gas, Onshore, Energy Industry, Due Diligence, Cash Flow, Mergers & Acquisitions, Petroleum, Sarbanes-Oxley Act, Venture Capital, Hedging, Joint Ventures, Financial Modeling, Valuation, Gas, Business Valuation, Investments, Management, Portfolio Management, Investor Relations, M&A experience, Contract Negotiation, Internal Controls, Restructuring, Project Finance, Capital Markets, Divestitures, Managerial Finance, Corporate Development, Executive Management, Trading, Financial Reporting, Negotiation, Corporate Finance, Treasury Management, Commodity, Equities, Strategic Financial..., Completion, Forecasting, Upstream, Commodity Markets, Asset Management, Risk Management, IPO, Contract Management, Investment Banking, Acquisitions, Private Equity, Oil/Gas
Education
The University of Texas at Austin 1985 — 1989
Bachelor of Business Administration (BBA), Finance
Lauren Finnegan's Lehman Brothers Experience June 2006 - September 2008
Job Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2008 - Present
Lehman Brothers June 2006 - September 2008
Education
Towson University 2002 — 2006
BS, Finance
Neuberger Berman September 2008 - Present
Lehman Brothers June 2006 - September 2008
Education
Towson University 2002 — 2006
BS, Finance
Vivek Powell's Lehman Brothers Experience 2006 - 2006
Job Recent Graduate of the University of Texas at Austin
Industry Computer Software
Experience
Lehman Brothers 2006 - 2006
Education
The University of Texas at Austin 2003 — 2008
Lehman Brothers 2006 - 2006
Education
The University of Texas at Austin 2003 — 2008
Toby Loftin's Lehman Brothers Experience January 2002 - August 2003
Job Managing Partner
Industry Investment Management
Experience
BP Capital Fund Advisors April 2010 - Present
SteelPath Capital Management and SteelPath Fund Advisors June 2009 - March 2010
RBC Capital Markets September 2003 - April 2009
Lehman Brothers January 2002 - August 2003
Hoak Breedlove Wesneski & Co 2000 - 2001
USAA 1999 - 1999
United States Air Force 1995 - 1999
Skills
Portfolio Management, Valuation, Financial Modeling, Equities, Hedge Funds, Asset Managment, Investments
Education
The University of Texas at San Antonio 1997 — 1999
M.S., Finance
United States Air Force Academy 1991 — 1995
B.S., Management
BP Capital Fund Advisors April 2010 - Present
SteelPath Capital Management and SteelPath Fund Advisors June 2009 - March 2010
RBC Capital Markets September 2003 - April 2009
Lehman Brothers January 2002 - August 2003
Hoak Breedlove Wesneski & Co 2000 - 2001
USAA 1999 - 1999
United States Air Force 1995 - 1999
Skills
Portfolio Management, Valuation, Financial Modeling, Equities, Hedge Funds, Asset Managment, Investments
Education
The University of Texas at San Antonio 1997 — 1999
M.S., Finance
United States Air Force Academy 1991 — 1995
B.S., Management
Nicholas P. Lazares's Lehman Brothers Experience May 2007 - July 2007
Job VP and Director of Sales at Admirals Bank
Industry Banking
Experience
Admirals Bank April 2015 - Present
Admirals Bank January 2013 - March 2015
Admirals Bank December 2011 - December 2012
Admirals Bank December 2010 - November 2011
Barclays Capital July 2008 - January 2009
Lehman Brothers May 2007 - July 2007
Lehman Brothers August 2006 - August 2006
Awad Asset Management July 2006 - July 2006
Capital Crossing Bank June 2005 - August 2005
Skills
Financial Modeling, Investments, Strategy, New Business Development, Strategic Partnerships, Due Diligence, Marketing, Renewable Energy, Renewable Energy Finance, Channel Sales..., Loans, Valuation, Mergers & Acquisitions, Business Development, Marketing Strategy, Portfolio Management, Banking
Education
Trinity College-Hartford 2004 — 2008
B.A., Economics, Music
Milton Academy 1991 — 2004
Admirals Bank April 2015 - Present
Admirals Bank January 2013 - March 2015
Admirals Bank December 2011 - December 2012
Admirals Bank December 2010 - November 2011
Barclays Capital July 2008 - January 2009
Lehman Brothers May 2007 - July 2007
Lehman Brothers August 2006 - August 2006
Awad Asset Management July 2006 - July 2006
Capital Crossing Bank June 2005 - August 2005
Skills
Financial Modeling, Investments, Strategy, New Business Development, Strategic Partnerships, Due Diligence, Marketing, Renewable Energy, Renewable Energy Finance, Channel Sales..., Loans, Valuation, Mergers & Acquisitions, Business Development, Marketing Strategy, Portfolio Management, Banking
Education
Trinity College-Hartford 2004 — 2008
B.A., Economics, Music
Milton Academy 1991 — 2004
Laura O'Dunne's Lehman Brothers Experience 2004 - 2008
Job Head of Investment Banking Campus Recruiting at Barclays
Industry Investment Banking
Experience
Barclays August 2011 - Present
Barclays Capital 2008 - 2011
Lehman Brothers 2004 - 2008
Education
Trinity College-Hartford 1999 — 2003
BA, American Studies
Barclays August 2011 - Present
Barclays Capital 2008 - 2011
Lehman Brothers 2004 - 2008
Education
Trinity College-Hartford 1999 — 2003
BA, American Studies
Simon Guenzl's Lehman Brothers Experience April 1994 - June 1996
Job Director of Private Equity/Buyout Investments at Spider Management Company
Industry Investment Management
Experience
Spider Management Company June 2015 - Present
Paul Capital Partners March 2004 - May 2015
Sprout Group January 1999 - March 2004
Donaldson, Lufkin & Jenrette July 1996 - January 1999
Lehman Brothers April 1994 - June 1996
Linklaters & Paines September 1991 - March 1994
Durack & Zilko December 1987 - June 1989
Skills
Alternative Investments, Fund Of Funds, Private Equity, Fundraising, Portfolio Management, Risk Management, Process Improvement, Personnel Management, Due Diligence, Valuation, Growth Capital, Venture Capital, Mergers & Acquisitions, Financial Advisory, Investment Banking
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (M.B.A.), Finance, Palmer Scholar
The University of Western Australia 1984 — 1987
B.Juris, LLB (Hons), Law
Spider Management Company June 2015 - Present
Paul Capital Partners March 2004 - May 2015
Sprout Group January 1999 - March 2004
Donaldson, Lufkin & Jenrette July 1996 - January 1999
Lehman Brothers April 1994 - June 1996
Linklaters & Paines September 1991 - March 1994
Durack & Zilko December 1987 - June 1989
Skills
Alternative Investments, Fund Of Funds, Private Equity, Fundraising, Portfolio Management, Risk Management, Process Improvement, Personnel Management, Due Diligence, Valuation, Growth Capital, Venture Capital, Mergers & Acquisitions, Financial Advisory, Investment Banking
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (M.B.A.), Finance, Palmer Scholar
The University of Western Australia 1984 — 1987
B.Juris, LLB (Hons), Law
Gregg Wysocki's Lehman Brothers Experience 2003 - 2008
Job Renaissance Macro Research
Industry Investment Banking
Experience
Renaissance Macro Research July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers 2003 - 2008
Education
Trinity College-Hartford
Renaissance Macro Research July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers 2003 - 2008
Education
Trinity College-Hartford
Takishea Hunte's Lehman Brothers Experience April 2004 - September 2008
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi August 2011 - Present
Citi August 2009 - December 2010
Barclays Capital September 2008 - November 2008
Lehman Brothers April 2004 - September 2008
Lehman Brothers January 2000 - April 2004
Skills
Fixed Income, Nonprofits, Recruiting, Performance Management, Talent Management, Project Management, Vendor Management, Onboarding, Program Management, Training, Derivatives, Employee Relations, Equities, Human Resources, Time Management
Education
Towson University 1995 — 1999
BA, Sociology with an emphasis in Corrections
Citi August 2011 - Present
Citi August 2009 - December 2010
Barclays Capital September 2008 - November 2008
Lehman Brothers April 2004 - September 2008
Lehman Brothers January 2000 - April 2004
Skills
Fixed Income, Nonprofits, Recruiting, Performance Management, Talent Management, Project Management, Vendor Management, Onboarding, Program Management, Training, Derivatives, Employee Relations, Equities, Human Resources, Time Management
Education
Towson University 1995 — 1999
BA, Sociology with an emphasis in Corrections
Susan Gorman's Lehman Brothers Experience 2005 - 2009
Job Manager, Global Investor Relations
Industry Banking
Experience
IFM Investors February 2014 - Present
Neuberger Berman February 2005 - February 2014
Lehman Brothers 2005 - 2009
Citigroup December 2003 - February 2005
Deutsche Bank April 2000 - March 2003
Skills
Private Equity, Fund Of Funds, Funding, Investor Relations, Investments, Alternative Investments, Asset Management, Investment Banking, Mutual Funds, Capital Markets, Due Diligence, Equities, Financial Modeling, Valuation, Hedge Funds
Education
Towson University
BS, Sociology
IFM Investors February 2014 - Present
Neuberger Berman February 2005 - February 2014
Lehman Brothers 2005 - 2009
Citigroup December 2003 - February 2005
Deutsche Bank April 2000 - March 2003
Skills
Private Equity, Fund Of Funds, Funding, Investor Relations, Investments, Alternative Investments, Asset Management, Investment Banking, Mutual Funds, Capital Markets, Due Diligence, Equities, Financial Modeling, Valuation, Hedge Funds
Education
Towson University
BS, Sociology
Nicole Tsesmelis's Lehman Brothers Experience September 2006 - September 2008
Job Global Contributions Specialist at Colgate Palmolive
Industry Philanthropy
Experience
Colgate-Palmolive Company July 2009 - Present
Mizuho Corporate Bank December 2008 - June 2009
Lehman Brothers September 2006 - September 2008
Skills
Financial Modeling, Grants, Fundraising, Philanthropy, Community Development, Nonprofits, Strategic Planning, Corporate Social..., Leadership, Volunteer Management, Strategic Communications, Public Speaking, Research
Education
Trinity College-Hartford 2002 — 2006
Bachelor of Arts, Political Science
Colgate-Palmolive Company July 2009 - Present
Mizuho Corporate Bank December 2008 - June 2009
Lehman Brothers September 2006 - September 2008
Skills
Financial Modeling, Grants, Fundraising, Philanthropy, Community Development, Nonprofits, Strategic Planning, Corporate Social..., Leadership, Volunteer Management, Strategic Communications, Public Speaking, Research
Education
Trinity College-Hartford 2002 — 2006
Bachelor of Arts, Political Science
Lara Anton's Lehman Brothers Experience November 2003 - February 2005
Job Communications Manager at Texas State Board of Dental Examiners
Industry Public Relations and Communications
Experience
Texas State Board of Dental Examiners September 2014 - Present
St. Luke's on the Lake Episcopal Church October 2012 - September 2014
Lehman Brothers November 2003 - February 2005
White & Case August 2002 - October 2003
Citi February 1998 - November 2001
FUJIFILM Holdings America Corporation January 1997 - January 1998
Progressive Insurance January 1996 - January 1997
Skills
Non-profits, Event Planning, Nonprofits, Public Relations, Fundraising, Training, Strategic Planning, Recruiting, Community Outreach, Management, Leadership Development, Public Speaking, Marketing, Social Media Marketing, Interviews, Volunteer Management, Staff Development, Program Development, Social Networking, Event Management, Organizational..., Leadership, Community Development, Project Management, Marketing Communications, Strategic Communications, Team Building, Newsletters, Resume Writing, Human Resources, Corporate Communications, PowerPoint, Proposal Writing
Education
The University of Texas at Austin 1992 — 1996
BS, Speech Communications
Texas State Board of Dental Examiners September 2014 - Present
St. Luke's on the Lake Episcopal Church October 2012 - September 2014
Lehman Brothers November 2003 - February 2005
White & Case August 2002 - October 2003
Citi February 1998 - November 2001
FUJIFILM Holdings America Corporation January 1997 - January 1998
Progressive Insurance January 1996 - January 1997
Skills
Non-profits, Event Planning, Nonprofits, Public Relations, Fundraising, Training, Strategic Planning, Recruiting, Community Outreach, Management, Leadership Development, Public Speaking, Marketing, Social Media Marketing, Interviews, Volunteer Management, Staff Development, Program Development, Social Networking, Event Management, Organizational..., Leadership, Community Development, Project Management, Marketing Communications, Strategic Communications, Team Building, Newsletters, Resume Writing, Human Resources, Corporate Communications, PowerPoint, Proposal Writing
Education
The University of Texas at Austin 1992 — 1996
BS, Speech Communications
Bonita Austin's Lehman Brothers Experience January 1992 - April 1994
Job Associate Professor Strategy Asst. Department Chair Entrepreneurship & Strategy
Industry Higher Education
Experience
University of Utah August 2008 - Present
University of Utah June 2012 - June 2015
University of Utah August 2008 - June 2011
Bella Research Inc April 1996 - August 2008
Prudential Securities 1994 - 1996
Lehman Brothers January 1992 - April 1994
Wertheim Schroder May 1987 - January 1992
Kimberly-Clark 1986 - 1987
Skills
Venture Capital, Financial Analysis, Data Analysis, Strategic Planning, Financial Modeling, Analysis, Analytics, Professional Mentoring, Market Research, Authenticity, Entrepreneurship, Strategy, Leadership, University Teaching, Portfolio Management, Management, Forecasting, Financial Reporting, Valuation, Competitive Analysis, Corporate Finance, Business Strategy, Budgets, Finance, Business Planning, Start-ups, Economics, Managerial Finance, Business Analysis, Investments, Due Diligence, Consulting
Education
University of Alabama 1984 — 1986
MBA, Finance
Troy University 1981 — 1984
BS, Math, Economics (Business Admin)
University of Utah - David Eccles School of Business
University of Utah August 2008 - Present
University of Utah June 2012 - June 2015
University of Utah August 2008 - June 2011
Bella Research Inc April 1996 - August 2008
Prudential Securities 1994 - 1996
Lehman Brothers January 1992 - April 1994
Wertheim Schroder May 1987 - January 1992
Kimberly-Clark 1986 - 1987
Skills
Venture Capital, Financial Analysis, Data Analysis, Strategic Planning, Financial Modeling, Analysis, Analytics, Professional Mentoring, Market Research, Authenticity, Entrepreneurship, Strategy, Leadership, University Teaching, Portfolio Management, Management, Forecasting, Financial Reporting, Valuation, Competitive Analysis, Corporate Finance, Business Strategy, Budgets, Finance, Business Planning, Start-ups, Economics, Managerial Finance, Business Analysis, Investments, Due Diligence, Consulting
Education
University of Alabama 1984 — 1986
MBA, Finance
Troy University 1981 — 1984
BS, Math, Economics (Business Admin)
University of Utah - David Eccles School of Business
William Gambrill's Lehman Brothers Experience April 2004 - September 2008
Job Investment Representative at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth September 2008 - Present
Lehman Brothers April 2004 - September 2008
Credit Suisse Asset Management 2002 - 2004
Education
Trinity College-Hartford 1997 — 2001
B.A. in History, History
The Taft School 1994 — 1997
Barclays Wealth September 2008 - Present
Lehman Brothers April 2004 - September 2008
Credit Suisse Asset Management 2002 - 2004
Education
Trinity College-Hartford 1997 — 2001
B.A. in History, History
The Taft School 1994 — 1997
David Guidry's Lehman Brothers Experience March 1998 - June 2000
Job Senior Associate at King & Spalding LLP
Industry Law Practice
Experience
King & Spalding LLP 2008 - Present
Deutsche Bank July 2000 - July 2002
Lehman Brothers March 1998 - June 2000
Skills
Financial Institutions, Litigation, Government..., Securities Litigation
Education
Vanderbilt University Law School 2005 — 2008
JD
The University of Texas at Austin 1995 — 1998
BBA, Finance
King & Spalding LLP 2008 - Present
Deutsche Bank July 2000 - July 2002
Lehman Brothers March 1998 - June 2000
Skills
Financial Institutions, Litigation, Government..., Securities Litigation
Education
Vanderbilt University Law School 2005 — 2008
JD
The University of Texas at Austin 1995 — 1998
BBA, Finance
Jaymala Sinha's Lehman Brothers Experience November 2006 - November 2008
Job Engineer at Cisco
Industry Information Technology and Services
Experience
Cisco April 2014 - August 2015
IBM August 2013 - November 2013
Thomson Reuters April 2009 - August 2011
Lehman Brothers November 2006 - November 2008
AXA Financial April 2006 - October 2006
Skills
Unix, Solaris, Linux, RHEL, Unix Shell Scripting, Virtualization, Apache, VMware, Data Center, Disaster Recovery, ITIL, Enterprise Architecture, Integration, DNS, SDLC, SQL, Requirements Analysis, Oracle, Agile Methodologies, Java, Microsoft SQL Server, Solution Architecture, Cloud Computing, Vendor Management, IT Service Management, Shell Scripting
Education
Thompson Rivers University 1996 — 2000
B Tech, Computer Science
Cisco April 2014 - August 2015
IBM August 2013 - November 2013
Thomson Reuters April 2009 - August 2011
Lehman Brothers November 2006 - November 2008
AXA Financial April 2006 - October 2006
Skills
Unix, Solaris, Linux, RHEL, Unix Shell Scripting, Virtualization, Apache, VMware, Data Center, Disaster Recovery, ITIL, Enterprise Architecture, Integration, DNS, SDLC, SQL, Requirements Analysis, Oracle, Agile Methodologies, Java, Microsoft SQL Server, Solution Architecture, Cloud Computing, Vendor Management, IT Service Management, Shell Scripting
Education
Thompson Rivers University 1996 — 2000
B Tech, Computer Science
Rich Corcoran's Lehman Brothers Experience May 1995 - June 2005
Job Fixed Income Sales Interest Rate Products
Industry Financial Services
Experience
Credit Suisse June 2005 - November 2013
Lehman Brothers May 1995 - June 2005
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Investment Management, Investments, Portfolio Management, Equities, Investment Banking, Swaps, Bloomberg, Investment Strategies, Options, Structured Finance
Education
Trinity College-Hartford 1989 — 1993
BA, American Studies
Credit Suisse June 2005 - November 2013
Lehman Brothers May 1995 - June 2005
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Investment Management, Investments, Portfolio Management, Equities, Investment Banking, Swaps, Bloomberg, Investment Strategies, Options, Structured Finance
Education
Trinity College-Hartford 1989 — 1993
BA, American Studies
Jeffrey Blazek, CFA's Lehman Brothers Experience July 2000 - April 2002
Job Managing Director at New York Presbyterian Hospital
Industry Investment Management
Experience
New York Presbyterian Hospital March 2014 - Present
Cambridge Associates November 2008 - February 2014
Teacher Retirement System of Texas November 2003 - October 2008
Derchin Management May 2002 - October 2003
Lehman Brothers July 2000 - April 2002
Ernst & Young January 1998 - June 2000
Skills
Asset Allocation, Pension Funds, Derivatives, Risk Management, Institutional..., Chartered Financial..., Wealth Management
Education
The University of Texas at Austin 1993 — 1997
MPA/BBA, Accounting/Finance
New York Presbyterian Hospital March 2014 - Present
Cambridge Associates November 2008 - February 2014
Teacher Retirement System of Texas November 2003 - October 2008
Derchin Management May 2002 - October 2003
Lehman Brothers July 2000 - April 2002
Ernst & Young January 1998 - June 2000
Skills
Asset Allocation, Pension Funds, Derivatives, Risk Management, Institutional..., Chartered Financial..., Wealth Management
Education
The University of Texas at Austin 1993 — 1997
MPA/BBA, Accounting/Finance
Ben Danziger's Lehman Brothers Experience May 2007 - October 2008
Job Vice President
Industry Investment Banking
Experience
Acquest Advisors January 2010 - Present
Barclays Capital October 2008 - December 2009
Lehman Brothers May 2007 - October 2008
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Mergers & Acquisitions, Private Equity, Management, Finance
Education
The University of Texas at Austin 2003 — 2007
Bachelor’s Degree, Business Honors and Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Acquest Advisors January 2010 - Present
Barclays Capital October 2008 - December 2009
Lehman Brothers May 2007 - October 2008
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Mergers & Acquisitions, Private Equity, Management, Finance
Education
The University of Texas at Austin 2003 — 2007
Bachelor’s Degree, Business Honors and Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Narciso Polanco's Lehman Brothers Experience January 2001 - March 2003
Job Advance Planner at Forest Lawn Memorial Parks and Mortuaries
Industry Real Estate
Experience
Forest Lawn Memorial Parks and Mortuaries November 2012 - Present
Polanco Real Estate January 2009 - October 2012
Advanced Water Heaters September 2003 - January 2009
Lehman Brothers January 2001 - March 2003
Skills
Sales, Finance, and..., Real Estate
Education
The University of Texas at Austin 1990 — 1994
Business, Accounting, Finance, Economics
Forest Lawn Memorial Parks and Mortuaries November 2012 - Present
Polanco Real Estate January 2009 - October 2012
Advanced Water Heaters September 2003 - January 2009
Lehman Brothers January 2001 - March 2003
Skills
Sales, Finance, and..., Real Estate
Education
The University of Texas at Austin 1990 — 1994
Business, Accounting, Finance, Economics
Raife Branigan's Lehman Brothers Experience April 2005 - November 2008
Job Vice President Volcker Program
Industry Investment Banking
Experience
Barclays Investment Bank January 2015 - Present
Barclays Investment Bank January 2014 - Present
thePGCgroup August 2009 - January 2014
Lloyds TSB Bank plc November 2008 - May 2009
Lehman Brothers April 2005 - November 2008
ABN AMRO September 2004 - March 2005
Skills
Business Analysis, Project Delivery, Software Project..., Program Management, Requirements Gathering, SDLC, Investment Banking, Stakeholder Management, Requirements Analysis, Project Management, PMP, PMO, Change Management, Vendor Management, Project Portfolio..., Business Process..., IT Strategy, Risk Management, Reference Data, Agile Project Management, MS Project, SharePoint, Visio, Strategy, Business Intelligence, Business Process, Fixed Income, Derivatives, Integration, Banking, Management, Financial Services
Education
Office of Government Commerce 2009 — 2009
Prince2, Project Management
Securities and Investment Institute 2004 — 2007
Certificate in Securities and Derivatives, Securities and Derivatives
The University of Western Australia 1996 — 2004
Bachelor of Commerce, Investment Finance, Corporate Finance, International Business Economics and Money and Banking
Barclays Investment Bank January 2015 - Present
Barclays Investment Bank January 2014 - Present
thePGCgroup August 2009 - January 2014
Lloyds TSB Bank plc November 2008 - May 2009
Lehman Brothers April 2005 - November 2008
ABN AMRO September 2004 - March 2005
Skills
Business Analysis, Project Delivery, Software Project..., Program Management, Requirements Gathering, SDLC, Investment Banking, Stakeholder Management, Requirements Analysis, Project Management, PMP, PMO, Change Management, Vendor Management, Project Portfolio..., Business Process..., IT Strategy, Risk Management, Reference Data, Agile Project Management, MS Project, SharePoint, Visio, Strategy, Business Intelligence, Business Process, Fixed Income, Derivatives, Integration, Banking, Management, Financial Services
Education
Office of Government Commerce 2009 — 2009
Prince2, Project Management
Securities and Investment Institute 2004 — 2007
Certificate in Securities and Derivatives, Securities and Derivatives
The University of Western Australia 1996 — 2004
Bachelor of Commerce, Investment Finance, Corporate Finance, International Business Economics and Money and Banking
Camille Giani's Lehman Brothers Experience July 2004 - November 2008
Job Head of Client Service Group at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities November 2008 - Present
Lehman Brothers July 2004 - November 2008
Skills
Fixed Income, Capital Markets
Education
Towson University 1996 — 2000
Bachelor of Science (BS), Summa Cum Laude
JP Morgan Securities November 2008 - Present
Lehman Brothers July 2004 - November 2008
Skills
Fixed Income, Capital Markets
Education
Towson University 1996 — 2000
Bachelor of Science (BS), Summa Cum Laude
Andrew Keane's Lehman Brothers Experience 2005 - March 2008
Job Global Head Listed Derivatives Algo Trading Citigroup Futures & OTC Clearing
Industry Financial Services
Experience
Citigroup March 2010 - Present
Newedge USA LLC August 2009 - September 2009
Tullett Prebon February 2009 - August 2009
Barclays Capital March 2008 - January 2009
Lehman Brothers 2005 - March 2008
SMW Trading Company 2001 - December 2004
Skills
Options, Electronic Trading, Derivatives, Trading, Alternative Investments, Trading Systems, Equities, Capital Markets, Trading System, Hedge Funds, Investment Banking, Asset Management, Bloomberg, Equity Trading, Fixed Income, Financial Markets
Education
Trinity College-Hartford 1995 — 1999
BS, Biology
Delbarton School 1991 — 1995
Citigroup March 2010 - Present
Newedge USA LLC August 2009 - September 2009
Tullett Prebon February 2009 - August 2009
Barclays Capital March 2008 - January 2009
Lehman Brothers 2005 - March 2008
SMW Trading Company 2001 - December 2004
Skills
Options, Electronic Trading, Derivatives, Trading, Alternative Investments, Trading Systems, Equities, Capital Markets, Trading System, Hedge Funds, Investment Banking, Asset Management, Bloomberg, Equity Trading, Fixed Income, Financial Markets
Education
Trinity College-Hartford 1995 — 1999
BS, Biology
Delbarton School 1991 — 1995
Alex Kirk's Lehman Brothers Experience 1994 - 2008
Job Partner, River Birch Capital
Industry Investment Management
Experience
River Birch Capital July 2009 - Present
Lehman Brothers 1994 - 2008
Kidder Peabody 1982 - 1994
Education
Trinity College-Hartford 1977 — 1982
BA, Economics
River Birch Capital July 2009 - Present
Lehman Brothers 1994 - 2008
Kidder Peabody 1982 - 1994
Education
Trinity College-Hartford 1977 — 1982
BA, Economics
Tapan Modi's Lehman Brothers Experience 2006 - 2008
Job The CapStreet Group, LLC
Industry Venture Capital & Private Equity
Experience
The CapStreet Group June 2012 - Present
The Sterling Group, L.P. July 2008 - June 2010
Lehman Brothers 2006 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
MBA, Private Equity Finance
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance
The CapStreet Group June 2012 - Present
The Sterling Group, L.P. July 2008 - June 2010
Lehman Brothers 2006 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
MBA, Private Equity Finance
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance
Sanford Sandy Ewing's Lehman Brothers Experience 1993 - 2008
Job President at SPAN Financial Technology
Industry Financial Services
Experience
SPAN - Financial Technology Advisory January 2015 - Present
Acorns January 2013 - Present
Tellus Technology Inc January 2012 - Present
Peninsula Investors March 2011 - Present
Chapdelaine Credit Partners January 2009 - February 2011
Barclays Capital 2008 - 2009
Lehman Brothers 1993 - 2008
Skills
Commodities, Venture Capital, Investments, Private Equity, Capital, Clean Technology, Waste To Energy, Renewable Chemicals, Environmental Technology, Carbon Management, Green Technology, Commodity, Carbon Black, Investment Banking, Waste to Energy, Start-ups, Fixed Income, Cleantech, Business Development, Hedge Funds, Corporate Development, Alternative Investments, Emerging Markets, Angel Investing, Equities, Capital Markets, Entrepreneurship
Education
Thunderbird School of Global Management 1991 — 1993
MIM, Intl Finance
University of California, Berkeley 1985 — 1989
MS, Political Economy
SPAN - Financial Technology Advisory January 2015 - Present
Acorns January 2013 - Present
Tellus Technology Inc January 2012 - Present
Peninsula Investors March 2011 - Present
Chapdelaine Credit Partners January 2009 - February 2011
Barclays Capital 2008 - 2009
Lehman Brothers 1993 - 2008
Skills
Commodities, Venture Capital, Investments, Private Equity, Capital, Clean Technology, Waste To Energy, Renewable Chemicals, Environmental Technology, Carbon Management, Green Technology, Commodity, Carbon Black, Investment Banking, Waste to Energy, Start-ups, Fixed Income, Cleantech, Business Development, Hedge Funds, Corporate Development, Alternative Investments, Emerging Markets, Angel Investing, Equities, Capital Markets, Entrepreneurship
Education
Thunderbird School of Global Management 1991 — 1993
MIM, Intl Finance
University of California, Berkeley 1985 — 1989
MS, Political Economy
Eric Vaughn's Lehman Brothers Experience March 2007 - August 2008
Job AVP at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers March 2007 - August 2008
Cravath, Swaine & Moore LLP 2006 - 2007
Education
Trinity College-Hartford 2002 — 2006
BA, History, Political Science
St Stephens 1995 — 2002
Barclays September 2008 - Present
Lehman Brothers March 2007 - August 2008
Cravath, Swaine & Moore LLP 2006 - 2007
Education
Trinity College-Hartford 2002 — 2006
BA, History, Political Science
St Stephens 1995 — 2002
Jill Bomar's Lehman Brothers Experience February 2006 - October 2008
Job Assistant Vice President at ColliersInternational
Industry Real Estate
Experience
Colliers-International February 2011 - Present
Stream Realty Partners August 2009 - February 2012
Lehman Brothers February 2006 - October 2008
Education
The University of Texas at Austin 1999 — 2003
Colliers-International February 2011 - Present
Stream Realty Partners August 2009 - February 2012
Lehman Brothers February 2006 - October 2008
Education
The University of Texas at Austin 1999 — 2003
Michael J. Wharry's Lehman Brothers Experience 2004 - 2007
Job Director of Business Development at Robertson Opportunity Capital
Industry Investment Management
Experience
Robertson Opportunity Capital April 2015 - Present
Livingston Capital Partners LLC September 2014 - February 2015
Jefferies and Company 2007 - 2014
Lehman Brothers 2004 - 2007
Credit Suisse 1999 - 2004
CIBC 1998 - 1999
JP Morgan Chase Investment Mgt / Texas Commerce Bank 1995 - 1997
Employees Retirement System of Texas 1993 - 1995
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Fixed Income, Investment Banking, Investments, Asset Management, Valuation, M&A experience, Alternative Investments, Private Equity, Equity Valuation, Bloomberg, LBO, Mergers & Acquisitions, Financial Modeling
Education
The University of Texas at Austin 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Robertson Opportunity Capital April 2015 - Present
Livingston Capital Partners LLC September 2014 - February 2015
Jefferies and Company 2007 - 2014
Lehman Brothers 2004 - 2007
Credit Suisse 1999 - 2004
CIBC 1998 - 1999
JP Morgan Chase Investment Mgt / Texas Commerce Bank 1995 - 1997
Employees Retirement System of Texas 1993 - 1995
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Fixed Income, Investment Banking, Investments, Asset Management, Valuation, M&A experience, Alternative Investments, Private Equity, Equity Valuation, Bloomberg, LBO, Mergers & Acquisitions, Financial Modeling
Education
The University of Texas at Austin 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
William Irvine's Lehman Brothers Experience January 1992 - June 1996
Job Managing DirectorInstitutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. March 2014 - Present
Dimensional Fund Advisors January 2012 - February 2014
Eaton Vance/Parametric Portfolio Advisors October 2005 - November 2011
State Street Research & Management October 2001 - October 2002
Bank of Boston June 1996 - July 2000
Lehman Brothers January 1992 - June 1996
Offtech, Inc. 1983 - 1990
Xerox January 1980 - January 1983
Skills
Hedge Funds, Institutional Investors, Endowments, Alternative Assets, Asset Allocation, ETFs, Investment Advisory, Fund Of Funds, Portfolio Optimization
Education
Trinity College-Hartford 1975 — 1979
BA, Economics
Westwood High School 1971 — 1975
RBC Global Asset Management (U.S.) Inc. March 2014 - Present
Dimensional Fund Advisors January 2012 - February 2014
Eaton Vance/Parametric Portfolio Advisors October 2005 - November 2011
State Street Research & Management October 2001 - October 2002
Bank of Boston June 1996 - July 2000
Lehman Brothers January 1992 - June 1996
Offtech, Inc. 1983 - 1990
Xerox January 1980 - January 1983
Skills
Hedge Funds, Institutional Investors, Endowments, Alternative Assets, Asset Allocation, ETFs, Investment Advisory, Fund Of Funds, Portfolio Optimization
Education
Trinity College-Hartford 1975 — 1979
BA, Economics
Westwood High School 1971 — 1975
Robert Halpin's Lehman Brothers Experience May 2006 - July 2009
Job Senior Vice President & Chief Financial Officer at Crestwood Midstream Partners LP
Industry Oil & Energy
Experience
Crestwood Midstream Partners LP January 2013 - Present
Crestwood Midstream Partners LP January 2012 - January 2013
First Reserve Corporation August 2009 - January 2012
Lehman Brothers May 2006 - July 2009
Education
The University of Texas at Austin 2002 — 2006
BBA, Finance
Crestwood Midstream Partners LP January 2013 - Present
Crestwood Midstream Partners LP January 2012 - January 2013
First Reserve Corporation August 2009 - January 2012
Lehman Brothers May 2006 - July 2009
Education
The University of Texas at Austin 2002 — 2006
BBA, Finance
Darin Sadow's Lehman Brothers Experience 2004 - 2005
Job Chief Compliance Officer at Partner Fund Management (PFM)
Industry Financial Services
Experience
Partner Fund Management (PFM) March 2011 - Present
Citadel Investment Group May 2005 - March 2011
Lehman Brothers 2004 - 2005
Thompson & Knight LLP 2001 - 2003
Education
The University of Texas School of Law 1998 — 2001
JD, Law
The University of Texas at Austin - Red McCombs School of Business
MPA, BBA, Accounting
Partner Fund Management (PFM) March 2011 - Present
Citadel Investment Group May 2005 - March 2011
Lehman Brothers 2004 - 2005
Thompson & Knight LLP 2001 - 2003
Education
The University of Texas School of Law 1998 — 2001
JD, Law
The University of Texas at Austin - Red McCombs School of Business
MPA, BBA, Accounting
Buddy Powers's Lehman Brothers Experience April 1991 - February 1993
Job Fixed Income Professional Retired
Industry Investment Management
Experience
New Mexico Educational Retirement Board February 2012 - July 2012
Oppenheimer & Co. January 2011 - April 2011
Mizuho Securities USA July 2010 - January 2011
New Mexico State Investment Council September 2009 - June 2010
Bear Stearns & Co. Inc February 1993 - November 2007
Bear Stearns 1993 - 2007
Lehman Brothers April 1991 - February 1993
Credit Suisse First Boston April 1987 - January 1991
Interfirst Investment Management April 1982 - March 1987
Skills
Fixed Income, MBS, Bonds, Series 7, Bloomberg, Series 63, CFA, Distressed Debt, CMBS, ABS, Corporate Debt, Structured Products, Portfolio Management, Institutional Fixed..., Fixed Income Research, Alternative Investments, Capital Markets, Fixed Income Analysis, Chartered Financial...
Education
The University of Texas at Austin 1971 — 1974
BBA, Finance
New Mexico Educational Retirement Board February 2012 - July 2012
Oppenheimer & Co. January 2011 - April 2011
Mizuho Securities USA July 2010 - January 2011
New Mexico State Investment Council September 2009 - June 2010
Bear Stearns & Co. Inc February 1993 - November 2007
Bear Stearns 1993 - 2007
Lehman Brothers April 1991 - February 1993
Credit Suisse First Boston April 1987 - January 1991
Interfirst Investment Management April 1982 - March 1987
Skills
Fixed Income, MBS, Bonds, Series 7, Bloomberg, Series 63, CFA, Distressed Debt, CMBS, ABS, Corporate Debt, Structured Products, Portfolio Management, Institutional Fixed..., Fixed Income Research, Alternative Investments, Capital Markets, Fixed Income Analysis, Chartered Financial...
Education
The University of Texas at Austin 1971 — 1974
BBA, Finance
Greg Dufour's Lehman Brothers Experience 1992 - 1992
Job Experienced Sales Account Management, Business Development and Business Planning professional
Industry Automotive
Experience
Greg Dufour & Associates 2002 - Present
Visteon (formerly Ford Motor Company) 1999 - 2002
TRAM, Inc. (Tokai Rika U.S.A.) 1995 - 1999
Yazaki North America 1993 - 1995
Lehman Brothers 1992 - 1992
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.)
University of Michigan
Bachelor of Arts (B.A.)
Kettering University, Tech Works, Flint, Michigan
Greg Dufour & Associates 2002 - Present
Visteon (formerly Ford Motor Company) 1999 - 2002
TRAM, Inc. (Tokai Rika U.S.A.) 1995 - 1999
Yazaki North America 1993 - 1995
Lehman Brothers 1992 - 1992
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.)
University of Michigan
Bachelor of Arts (B.A.)
Kettering University, Tech Works, Flint, Michigan
Kyle Kettler's Lehman Brothers Experience 2007 - 2008
Job Energy Investments
Industry Investment Management
Experience
Energy Investments Firm 2008 - Present
Lehman Brothers 2007 - 2008
Kenmont Investments 2005 - 2007
Dynegy 2001 - 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
BBA, Accouting
Energy Investments Firm 2008 - Present
Lehman Brothers 2007 - 2008
Kenmont Investments 2005 - 2007
Dynegy 2001 - 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
BBA, Accouting
Kieron Keating's Lehman Brothers Experience June 2006 - September 2008
Job •MD, Global COO & Head of Client Relationships, Fixed Income Division at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2009 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers June 2006 - September 2008
Education
Trinity College Dublin 1983 — 1987
B.B.S, Bachelor Business Studies
Jefferies & Company June 2009 - Present
Barclays Capital September 2008 - November 2008
Lehman Brothers June 2006 - September 2008
Education
Trinity College Dublin 1983 — 1987
B.B.S, Bachelor Business Studies
Daniel Leavy's Lehman Brothers Experience 1983 - 1998
Job Managing Director at Stifel Nicolaus Fixed Income Capital Markets
Industry Financial Services
Experience
Stifel Nicolaus July 2013 - Present
Knight Trading Group December 2008 - June 2013
CRT Capital Group 2004 - 2008
SoundView Technology Group 1998 - 2004
Lehman Brothers 1983 - 1998
Skills
Distressed, Bankrupt..., Equities, Equity Trading, High Yield, Trading, Asset Management, Bloomberg, Bonds, Capital Markets, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investments, Private Equity, Securities, Series 63, Series 7, Portfolio Management
Education
Trinity College-Hartford 1979 — 1983
B.A., History
The Hotchkiss School
Stifel Nicolaus July 2013 - Present
Knight Trading Group December 2008 - June 2013
CRT Capital Group 2004 - 2008
SoundView Technology Group 1998 - 2004
Lehman Brothers 1983 - 1998
Skills
Distressed, Bankrupt..., Equities, Equity Trading, High Yield, Trading, Asset Management, Bloomberg, Bonds, Capital Markets, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investments, Private Equity, Securities, Series 63, Series 7, Portfolio Management
Education
Trinity College-Hartford 1979 — 1983
B.A., History
The Hotchkiss School
Joshua Freedman's Lehman Brothers Experience August 2002 - September 2008
Job Real Estate Finance at Royal Bank of Canada
Industry Real Estate
Experience
Royal Bank of Canada October 2010 - Present
Spring Hill Capital Partners April 2009 - June 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers August 2002 - September 2008
Skills
Real Estate Lending, CMBS
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA
Trinity College-Hartford 1990 — 1994
BS, Mechanical Engineering
Royal Bank of Canada October 2010 - Present
Spring Hill Capital Partners April 2009 - June 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers August 2002 - September 2008
Skills
Real Estate Lending, CMBS
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA
Trinity College-Hartford 1990 — 1994
BS, Mechanical Engineering
Christopher Porras's Lehman Brothers Experience May 2007 - September 2008
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group January 2014 - Present
Linio México July 2013 - October 2013
The Boston Consulting Group June 2012 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers May 2007 - September 2008
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration (BBA)
The University of Texas at Austin 2003 — 2007
Bachelor of Arts (BA)
The Boston Consulting Group January 2014 - Present
Linio México July 2013 - October 2013
The Boston Consulting Group June 2012 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers May 2007 - September 2008
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration (BBA)
The University of Texas at Austin 2003 — 2007
Bachelor of Arts (BA)
Brian Falik's Lehman Brothers Experience July 2008 - November 2008
Job Global Head of Energy Capital, Noble Group
Industry Oil & Energy
Experience
Noble Group February 2012 - Present
LS Power January 2009 - January 2012
Lehman Brothers July 2008 - November 2008
Credit Suisse January 2005 - April 2008
Bank of America February 2002 - December 2004
Enron July 2001 - January 2002
Education
The University of Texas at Austin
BS, Finance, General
Noble Group February 2012 - Present
LS Power January 2009 - January 2012
Lehman Brothers July 2008 - November 2008
Credit Suisse January 2005 - April 2008
Bank of America February 2002 - December 2004
Enron July 2001 - January 2002
Education
The University of Texas at Austin
BS, Finance, General
Anthony Contessa's Lehman Brothers Experience April 1997 - November 1998
Job Managing Director at Second Bridge Capital
Industry Financial Services
Experience
Second Bridge Capital March 2012 - Present
Swiss Re October 2001 - March 2012
Munich Re Asset Management November 1998 - October 2001
Lehman Brothers April 1997 - November 1998
Deloitte & Touche November 1993 - July 1996
Bankers Trust September 1991 - November 1993
Skills
Fixed Income, Capital Markets, Derivatives, Investments, Alternative Investments, Asset Management, Portfolio Management, Structured Finance, Hedge Funds, Structured Products, Trading, Valuation, Equities, Risk Management, Financial Risk
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford 1986 — 1990
Bachelor of Science (BS), Economics
Second Bridge Capital March 2012 - Present
Swiss Re October 2001 - March 2012
Munich Re Asset Management November 1998 - October 2001
Lehman Brothers April 1997 - November 1998
Deloitte & Touche November 1993 - July 1996
Bankers Trust September 1991 - November 1993
Skills
Fixed Income, Capital Markets, Derivatives, Investments, Alternative Investments, Asset Management, Portfolio Management, Structured Finance, Hedge Funds, Structured Products, Trading, Valuation, Equities, Risk Management, Financial Risk
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford 1986 — 1990
Bachelor of Science (BS), Economics
Justin Cain's Lehman Brothers Experience 2005 - 2006
Job Director Mergers & Acquisitions at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2013 - Present
UBS Investment Bank 2011 - 2013
Citi 2010 - 2011
Citi 2006 - 2009
Lehman Brothers 2005 - 2006
Skills
Mergers & Acquisitions
Education
Yale School of Management 2003 — 2005
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
SunTrust Robinson Humphrey 2013 - Present
UBS Investment Bank 2011 - 2013
Citi 2010 - 2011
Citi 2006 - 2009
Lehman Brothers 2005 - 2006
Skills
Mergers & Acquisitions
Education
Yale School of Management 2003 — 2005
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1995 — 1998
Bachelor of Business Administration (BBA), Finance, General
Glenn Barber's Lehman Brothers Experience 2004 - 2008
Job Managing Director Equities at Deutsche Bank Securities, Inc.
Industry Financial Services
Experience
Deutsche Bank Securities, Inc. April 2014 - Present
The British Memorial Garden Trust, Inc. dba The Queen Elizabeth II September 11th Garden October 2013 - Present
Barclays Investment Bank 2004 - 2013
Lehman Brothers 2004 - 2008
G-Port (a subsidiary of the Bank of New York) July 2002 - May 2004
TIR Securities February 1994 - June 2002
Skills
Global Equities, Program Trading, Building Relationships, Networking, Derivatives, Equities, Fixed Income, Electronic Trading, Hedge Funds, Options, Bloomberg, Prime Brokerage, Emerging Markets, Asset Management, Trading, Portfolio Management, Alternative Investments, Capital Markets, Investments
Education
Thunderbird School of Global Management 1992 — 1993
Master of International Management, International Finance
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Mamaroneck High School
Deutsche Bank Securities, Inc. April 2014 - Present
The British Memorial Garden Trust, Inc. dba The Queen Elizabeth II September 11th Garden October 2013 - Present
Barclays Investment Bank 2004 - 2013
Lehman Brothers 2004 - 2008
G-Port (a subsidiary of the Bank of New York) July 2002 - May 2004
TIR Securities February 1994 - June 2002
Skills
Global Equities, Program Trading, Building Relationships, Networking, Derivatives, Equities, Fixed Income, Electronic Trading, Hedge Funds, Options, Bloomberg, Prime Brokerage, Emerging Markets, Asset Management, Trading, Portfolio Management, Alternative Investments, Capital Markets, Investments
Education
Thunderbird School of Global Management 1992 — 1993
Master of International Management, International Finance
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Mamaroneck High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS