Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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Lehman Brothers Employees
Citi March 2011 - Present
Barclays May 2006 - March 2011
Lehman Brothers October 1987 - April 2006
Skills
Business Analysis, Financial Services, IT Strategy, Investment Banking, Management, Outsourcing, Program Management, Risk Management, SDLC, Vendor Management, IT Management, ITIL, Trading Systems, Applied Mathematics, Financial Analysis, Market Intelligence
Education
Binghamton University 1978 — 1983
Master's degree, Computer Science
Morgan Stanley Wealth Management October 2013 - Present
Barclays September 2008 - October 2013
Lehman Brothers July 2005 - September 2008
Lehman Brothers February 2002 - July 2005
Skills
Series 7, Asset Management, Securities, Wealth Management, Series 63, Portfolio Management, Relationship Management, Talent Management, Wealth Management..., Trading, Mutual Funds, Learning Management, Diversity & Inclusion, Fixed Income, Organizational Learning, Performance Management, Training, Project Management, Equities, Investments, Hedge Funds, Professional..., Training Delivery, Development Of Employees, Business Strategy, Human Capital
Education
Binghamton University 1994 — 1998
Bachelor of Arts (BA), Economics
The Donado Law Firm May 2013 - Present
BURNS & HARRIS January 2011 - May 2012
MICHELSTEIN & ASSOCIATES January 2008 - January 2011
Barclays Investment Bank January 2010 - February 2010
Duffy & Duffy, Esqs. May 2005 - July 2008
DUFFY, DUFFY & BURDO January 2005 - January 2008
AVELINO & ASSOCIATES January 2001 - January 2005
Lehman Brothers 1996 - 1997
Skills
Litigation, Personal Injury, Medical Malpractice, Courts, Legal Writing, Pleadings, Motions, Depositions, Westlaw, Legal Research
Education
Touro College Jacob D. Fuchsberg Law Center 2005 — 2009
Juris Doctorate
Binghamton University 1997 — 2001
Bachelor of Arts (B.A.), Pre Law, Sociology
Cornell University
Touro Law Center
Tiffany & Co. January 2001 - Present
Special Citizens Futures Unlimited, Inc. September 2011 - January 2015
Lehman Brothers 1999 - 2001
Bertelsmann Music Group (BMG later merged with SONY) 1996 - 1999
Personnel Decisions International (now subsidiary of Korn Ferry International) 1990 - 1996
Bairnco Corporation 1984 - 1990
Bankers Trust Co. 1980 - 1984
Skills
Global HR, Succession Planning, Executive Compensation, Organizational..., Talent Management, HR Strategy, Corporate Culture, Leadership Development, Talent Acquisition, Organizational Design, Performance Management, Employee Engagement, Organizational Change, Expatriate Management, Management, Human Resources, Employee Relations, HRIS, Change Management, Leadership, Strategy
Education
New York University 1976 — 1981
Ph.D., Industrial/Organizationall Psych & Quantitative Methods
Binghamton University 1972 — 1976
BA, Psychology
Morgan Stanley October 2014 - Present
Barclays September 2008 - October 2014
Lehman Brothers August 2007 - September 2008
Lehman Brothers October 2004 - July 2007
Liberty Mutual Insurance May 2003 - October 2004
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Financial Modeling, Risk Management, Investment Banking, Sales, Series 63, Series 7, Trading
Education
Binghamton University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
IHS October 2013 - Present
Vail Resorts December 2011 - October 2013
Morgan Stanley August 2004 - December 2011
Lehman Brothers June 2003 - August 2004
Deutsche Bank August 2000 - June 2003
Skills
Compensation & Benefit, Compensation Structures, Deferred Compensation, HRIS, Human Capital, Human Resources, PeopleSoft, Executive Pay, Performance Management, Incentive Programs, Global Compensation, Job Analysis, Job Descriptions, Process Improvement, Compensation
Education
Binghamton University 1996 — 2000
BS, Psychobiology/Management
Bronx High School of Science 1992 — 1996
ISS Institutional Shareholder Services April 2013 - Present
Woodbine Associates January 2013 - April 2013
Barclays Capital September 2008 - August 2012
Lehman Brothers June 2006 - September 2008
Lehman Brothers October 1999 - May 2003
Skills
Building Relationships, Equities, Sales, Business Development, Market Structure, Series 7, Electronic Trading, Hedge Funds, Prime Brokerage, Communication Skills, Competitive Analysis, Teamwork, Series 63, Investment Banking, Asset Management, Risk Management, Options, Institutional..., Finance, Mutual Funds, Fixed Income, Capital Markets
Education
Boston College 1994 — 1998
BS, Finance
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch October 2011 - May 2015
MORGAN STANLEY, La Jolla, CA October 2009 - October 2011
Vesey Street Advisors/JSS, Inc. May 2001 - September 2009
Lehman Brothers June 1998 - December 2001
Citibank Private Bank March 1996 - July 1998
Citicorp June 1993 - July 1998
Citicorp January 1989 - February 1993
Skills
Investments, Corporate Finance, Investment Banking, Due Diligence, Finance, Financial Modeling, Capital Markets, Financial Analysis, Venture Capital, Mergers, Valuation, Fixed Income, Equities, Portfolio Management, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Series 7, Asset Managment, Strategic Financial..., Private Equity, Loans, Credit Analysis, Asset Management, Credit, Mergers & Acquisitions, Banking, Wealth Management, Underwriting, Mortgage Lending, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Binghamton University - School of Management 1979 — 1983
BS, Management Science/Computer Science Concentration
Foster Asset Management Inc. February 1991 - Present
Lehman Brothers February 1976 - February 1991
Skills
Municipal Management
Education
State University of New York at Binghamton 1969 — 1973
Bachelor of Arts (B.A.), History
SunGard Financial Systems July 2015 - Present
Morgan Stanley October 2014 - May 2015
Jefferies LLC January 2014 - July 2014
HSBC Securities August 2010 - July 2013
Goldman Sachs June 2010 - July 2010
UBS Investment Bank November 2007 - September 2009
American Home Mortgage November 2006 - August 2007
CA March 2006 - September 2006
Lehman Brothers December 2004 - March 2006
Morgan Stanley April 2004 - December 2004
Skills
Business Analysis, Time Management, Microsoft Office, SDLC, Project Management, Credit, Options, Derivatives, Change Management, Settlement, Analysis, Process Improvement, Forecasting, Equities, Trading, Fixed Income, Sales, Portfolio Management, Business Process, Risk Management
Education
New York University 2013 — 2014
Professional Certificate, Project Management
Binghamton University 1999 — 2002
B.S., Economics
BlackRock June 2014 - Present
State Street Associates August 2012 - May 2014
State Street Global Advisors, Currenex, State Street Global Markets August 2011 - June 2012
Lehman Brothers November 2008 - July 2009
Lehman Brothers October 2006 - September 2008
Lehman Brothers July 2006 - September 2006
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Financial Modeling, Hedge Funds, FX Options, Portfolio Management, Asset Managment, Investments, Venture Capital, Strategy, Economics, Foreign Exchange, Mergers & Acquisitions, Asset Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance and Economics
SDA Bocconi 2005 — 2006
Masters, Corporate Finance, Cum Laude
Birla Institute of Technology and Science 1999 — 2004
(BITS Pilani) B.Engg. & M.Sc., Electronics & Mathematics (Dual degree)
Bank of America November 2014 - Present
JPMorgan Chase January 2012 - November 2014
MF Global December 2008 - November 2011
Lehman Brothers September 2007 - December 2008
Goldman Sachs July 2005 - September 2007
Skills
Asset Management, Bloomberg, Finance, Investment Banking, Private Equity, Equities, Capital Markets, Fixed Income, Derivatives, Financial Analysis, Hedge Funds, Financial Modeling, Securities, Financial Risk, Strategic Financial..., Financial Planning
Education
State University of New York at Albany 2001 — 2005
Bachelor of Science (BS), Finance and Marketing
State University of New York at Binghamton
Master of Business Administration (M.B.A.), MBA, 3.68
Marsh & McLennan Companies November 2009 - Present
Macquarie Bank August 2009 - October 2009
NTec, Inc. June 2006 - August 2009
MIAC March 2009 - April 2009
Barclays Capital September 2008 - February 2009
The Cementworks - New York, NY 2006 - 2009
CZSI 2006 - 2009
Lehman Brothers November 2006 - September 2008
Ryan Beck & Co March 2002 - November 2006
Gruntal & Co June 1998 - March 2002
Skills
VoIP, Unified Communications, Telephony, Cisco Call Manager, Checkpoint, DHCP, WAN, Disaster Recovery, Data Center, Cisco Technologies, VPN, Security, Virtualization, Windows Server, Integration, Active Directory, Firewalls, IP, Servers, Business Continuity, Network Administration, Technical Support, Microsoft Exchange, System Deployment, Incident Management, SDLC, IT Management, Troubleshooting, Citrix, Networking, Network Engineering, Infrastructure, Vendor Management, Network Security, Cisco UCS
Education
City University of New York-Hunter College 1994 — 2001
B.A.
Borough of Manhattan Community College 1992 — 1994
AS
Deloitte Consulting July 2014 - Present
Deloitte Consulting March 2012 - June 2014
L & T Infotech February 2008 - March 2012
Lafarge 2009 - 2009
Patni Computer Systems Limited August 2005 - February 2008
Lehman Brothers 2008 - 2008
Skills
ETL, Business Intelligence, OLAP, Hyperion Planning, Essbase, ODI, SSIS, Relational Data Modeling, SQL
Education
BE 2001 — 2005
Bachelor of Engineering (B.E.), Mechanical Engineering
Birla Institute of Technology and Science, Pilani 2001 — 2005
B.E. (Hons.), Mechanical
Amali 1989 — 1999
SSC
Halyard Asset Management, LLC September 2010 - Present
Sterling Stamos January 2008 - September 2010
Lehman Brothers July 2005 - January 2008
New York Islanders 2002 - 2002
Skills
Fixed Income, Portfolio Management, Securities, Hedge Funds, Bloomberg, CDS, Fund Of Funds, Asset Managment, Wealth Management, Alternative Investments, Capital Markets, Valuation, Private Equity, Asset Allocation, Investment Management, Investment Banking
Education
Binghamton University - School of Management 2001 — 2005
Bachelor of Science (BS), Finance and Management Information Systems
Pershing, a BNY Mellon company February 2013 - Present
Pershing LLC October 2008 - February 2013
Lehman Brothers September 2007 - September 2008
MBIA Insurance Corp. 1996 - 2006
MBIA 1996 - 2006
Skills
Marketing Communications, Marketing, Corporate Communications, Creative Direction, Program Management, Financial Services, Hedge Funds, Mutual Funds, Alternative Investments
Education
Binghamton University 1992 — 1996
BA Economics
Accenture March 2015 - Present
Agilex Technologies October 2014 - March 2015
Agilex Technologies April 2014 - November 2014
Deutsche Bank June 2012 - March 2014
RBC Capital Markets July 2009 - May 2012
Lehman Brothers April 2005 - December 2008
Tallan August 2003 - February 2005
Emerge Technology Inc November 2002 - August 2003
Skills
Java, Bloomberg Terminal, Functional team lead, Financial Analysis, Data Analysis, Software Development, Research, J2EE Application..., Spring, SQL, Objective-C, iOS development, Java Enterprise Edition, Spring Framework, WebLogic, Oracle, Management, Web Services, Agile Methodologies, Sybase
Education
Columbia Engineering 1998 — 2000
BS, Biomedical Engineering
Birmingham-Southern College 1995 — 1998
BS, Engineering
Accenture Strategy September 2014 - Present
Willis February 2012 - May 2014
Mercer April 2010 - February 2012
Mercer June 2008 - March 2010
Lehman Brothers 2007 - 2007
Skills
Underwriting, Financial Projections, Financial Modeling, Healthcare Consulting, Access, Microsoft Excel, Public Speaking, Finance, Insurance, Economics, Data Analysis, Financial Analysis, Employee Benefits
Education
NYU Stern School of Business 2011 — 2014
MBA, Strategy, Quantitative Finance, Management
State University of New York at Binghamton 2004 — 2008
BA, Biology
Credit Suisse July 2014 - Present
Barclays Capital September 2008 - July 2014
Lehman Brothers June 2005 - September 2008
Skills
Structured Products, Equities, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equity Derivatives, Investment Banking, Bloomberg, Alternative Investments, Series 7, Valuation, Options
Education
Binghamton University - School of Management 2001 — 2005
Finance & Management Information Systems
CJ wants to dance forever Workflow SupervisorUBSJune 2001 - July 2006
Lehman Brothers February 1999 - February 2000
American Thread Cleaners January 1998 - December 1999
College of San Agustin, Bacolod City January 1993 - February 1995
Skills
Writing, Photography, Editing, Art, Graphics, Dance, Animation, Improvisation, Microsoft Office, Logo Design
Education
Borough of Manhattan Community College 1999 — 2001
Corporate and Cable Communication, Computer Graphics
Borough of Manhattan Community College 1998 — 2000
Associate's degree in Applied Science - Corporate and Cable Communications, Communications, Film Editing, Dean's List, graduated with honors, member Phi Tetha Kappa Society
Heather Hilliard Design December 2013 - Present
Phebe Williams Interior Design 2009 - Present
Sean Johnson Interior Decoration 2006 - 2009
Morgan Stanley 2002 - 2006
Lehman Brothers 2000 - 2002
Skills
Interior Design, Space-planning, Furniture, Interior Architecture, AutoCAD, Furnishings, Rendering, Adobe Creative Suite, Architecture, Revit, Sustainable Design, Project Management, Flooring, Budgets, Home Staging, Textiles, Lighting, InDesign, Upholstery, Renovation, Concept Development, Space planning, Residential Homes, Architectural Design, Space Planning
Education
Boston Architectural College 2009 — 2013
Master of Arts (M.A.), Interior Architecture
Academy of Art University 2011 — 2012
Interior Architecture
Massachusetts College of Art 2011 — 2011
Interior Design (Furniture Design Intensive)
Parsons School of Design 2006 — 2008
Certificate, Interior Design
Princeton University 1996 — 2000
Bachelor of Arts, International Affairs and Economic Policy
Barclays Investment Bank September 2008 - Present
Lehman Brothers July 2005 - September 2008
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Data Entry, Fundraising, Public Speaking, Event Planning, Nonprofits, Customer Service, Excel, Word, Outlook, Writing, Customer Relations, Non-profits, Teamwork, Reconciliation, Spreadsheets, Team Building, Problem Solving, PeopleSoft, Event Management, Mentoring, Conferences, Equities, Time Management, Needs Analysis, Policy Analysis, Public Policy, Data Analysis, Community Outreach, Marketing, Administration, Program Development, Bloomberg, Editing, Policy, Investments
Education
Hunter College 2013 — 2015
Master of Science in Urban Policy and Leadership, Public Policy - Non-Profit Management
City University of New York City College 2011 — 2013
BA, Multi/Interdisciplinary Studies-Concentration-Human Services
Borough of Manhattan Community College 2007 — 2010
AA, Liberal Arts
BNP Paribas September 2010 - Present
Barclays Capital 2008 - September 2010
Lehman Brothers November 2005 - September 2008
XL Capital March 2002 - November 2005
Morgan Stanley March 1998 - March 2002
Skills
Derivatives, Risk Management, Valuation, Trading Systems, Investment Banking, Commodity, Commodity Markets, Finance
Education
Binghamton University - School of Management 1992 — 1996
BS, Finance
J.P. Morgan January 2013 - Present
BNP Paribas November 2011 - January 2013
Nomura Securities October 2008 - November 2011
Lehman Brothers July 2003 - September 2008
Deutsche Bank August 1998 - July 2003
Education
Birkbeck, University of London 1999 — 2002
MSc, Finance
Queen's University Belfast 1994 — 1998
BSc (Hons), Finance
J.P. Morgan July 2011 - Present
Nomura December 2008 - July 2011
Lehman Brothers August 2007 - December 2008
Morgan Stanley February 1998 - August 2007
Lehman Brothers April 1994 - February 1998
Loral Fairchild Aerospace September 1988 - April 1994
Raytheon-Sedco Systems June 1986 - September 1988
Skills
Trading Systems
Education
LIU Post 1990 — 1994
MBA, Management Information Systems
Binghamton University 1982 — 1986
BS, Physics
Jeremy Starr Consulting LLC February 2014 - Present
General Re LifeHealth May 2008 - January 2014
Lehman Brothers May 2006 - March 2008
Guardian Life Insurance August 1985 - December 2005
Urbaine Life Reinsurance 1983 - July 1985
Swiss Re July 1976 - August 1983
Skills
Reinsurance Regulations, Creative Reinsurance..., Reinsurance background:..., Risk, Risk Management, Reinsurance, Financial Risk, Regulations, Actuarial Science, Valuation, ALM, Derivatives, Structured Finance, Enterprise Risk..., Financial Services, Life Insurance, Mergers & Acquisitions, Captives, Portfolio Management, Financial Modeling, Fixed Annuities, Analysis, Fixed Income, Term Life Insurance, Capital Markets, Solvency II, Strategy, Executive Management, Management
Education
Binghamton University 1972 — 1976
BA, Physics and Math
ARAMARK Healthcare September 2007 - Present
ARAMARK Healthcare September 1997 - September 2007
Lehman Brothers April 1993 - September 1997
Education
State University of New York at Binghamton
Guggenheim Partners May 2012 - Present
Citigroup April 2011 - May 2012
Nomura September 2009 - April 2011
Lehman Brothers March 2008 - September 2009
Merrill Lynch July 1998 - March 2008
Mercer Management Consulting January 1996 - July 1998
JP Morgan 1993 - 1996
Coopers and Lybrand 1990 - 1993
Skills
Business Strategy, Management, Budgets, Strategy, Business Analysis, Business Process..., Performance Measurement, Financial Reporting, Business Process..., Change Management, Capital Markets, Financial Analysis, Expense Management, Fixed Income, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Bronx High School of Science
Wells Fargo December 2014 - Present
Blue Coat Systems 2013 - 2015
Wells Fargo August 2014 - November 2014
UBS June 2012 - July 2014
UBS 2010 - 2012
Goldman Sachs 2000 - 2010
Deutsche Bank 1997 - 2000
Lehman Brothers 1994 - 1997
NYNEX Science & Technology 1991 - 1994
Philips Laboratories 1987 - 1991
Education
Rochester Institute of Technology 1985 — 1987
MS, Computer Science
Birla Institute of Technology and Science, Pilani 1981 — 1985
M.Sc., Physics
Broadridge March 2012 - Present
Corporate Technology Services April 2007 - March 2012
Lehman Brothers November 2006 - April 2007
IBM February 2002 - September 2006
Cendant September 2000 - February 2002
Cendant January 1999 - September 2000
Skills
Performance Tuning, DB2, JCL, IT Management, IMS DB/DC, Data Analysis, IBM Mainframe, COBOL, Data Modeling, Database Design, Databases, SQL Tuning, Database Administration, Unix, Disaster Recovery, AIX, Unix Shell Scripting, Shell Scripting, Requirements Analysis, SQL, Business Analysis, SDLC
Education
Binghamton University 1987 — 1993
Bachelor of Science (B.S.), Geology/Earth Science, General
Hunter College 1988 — 1990
Alignment Partners March 2012 - Present
MF Global May 2008 - November 2011
ITG Inc. March 1997 - April 2008
The Bank of New York June 1996 - March 1997
Bankers Trust NJ Limited September 1994 - May 1996
Lehman Brothers November 1993 - May 1994
Bankers Trust Company July 1986 - October 1993
Georgia Pacific Corporation June 1982 - June 1984
Skills
Consensus Building, Program Management, Organizational Structure, Transformational..., Financial Modeling, Trading Systems, Financial Analysis, Mergers, Strategy, Management, Product Management, Financial Services, Securities, Banking, Treasury Management, Leadership, Governance, Risk Management, Mergers & Acquisitions, Finance, Bloomberg, Business Planning, Business Transformation, Strategic Planning, Change Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
MBA
Binghamton University 1978 — 1982
BS, Accounting
Prominent Properties Sotheby's International Realty May 2005 - Present
Hambrecht & Quist June 1997 - June 2000
Lehman Brothers March 1991 - October 1995
Education
State University of New York at Binghamton 1985 — 1989
BA, Psychology
One Butterfly LLC October 1997 - Present
Aria Communications August 1997 - April 2001
Oppenheimer & Co. May 1996 - May 1997
Lehman Brothers December 1993 - May 1996
Prudential Investments February 1990 - December 1993
Student Agencies, Inc. June 1989 - February 1990
Patchwork Puppets & Co. April 1974 - August 1980
Skills
Motivational Speaking, Entrepreneurship, Meditation, Published Author, Executive Coaching, Personal Development, Healing, Public Speaking, Small Business, Life Coaching, Marketing Communications, Lifestyle Coaching, Wellness, New Business Development, Wisdom, Energy Healing, Spirituality, Holistic Health, Writing, Inspiration, Wellbeing, Healer to Healers, Editing, Intuitive Creativity..., Expert on Healing, Inspirational Speaker, Expert on Spiritual..., Spiritual Practice, Creative Problem Solving, Small Business..., Professional Intuitive, Book Coach, Writing Coach, Blogging, Business Strategy, Spiritual Direction, Spiritual Wisdom, Artists, Authors, Creativity, Writer, Editor, Peak Performance, Intuitive Coach, Seminar Speaker, New Thought Leader, Professional..., Entrepreneur
Education
Blue Sky School of Professional Massage and Therapeutic Bodywork 2004 — 2005
Cornell University 1984 — 1989
Bachelor of Arts (BA)
Ithaca High 1980 — 1984
Microsoft September 2011 - Present
Microsoft February 2009 - September 2011
State University of New York at Stony Brook September 2007 - December 2008
Lehman Brothers May 2008 - July 2008
IBM India July 2006 - July 2007
Microsoft Research India July 2005 - June 2006
Skills
Algorithms, Software Development, Java, Distributed Systems, User Interface Design, C#, Software Engineering, JavaScript, Linux
Education
Stony Brook University 2007 — 2008
M.S, Computer Science
Birla Institute of Technology and Science, Pilani 2001 — 2006
B.E (Hons.), Computer Science
Birla Institute of Technology and Science, Pilani 2001 — 2006
M.Sc (Hons.), Economics
Bay Area Financial Services November 2010 - Present
Blaylock Robert Van, LLC September 2009 - November 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers September 1989 - September 2008
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Series 7, Fixed Income, Investments, Series 63, Investor Relations, Bloomberg, Securities, Asset Management
Education
State University of New York at Binghamton
ba, political science
University of Washington
ma, japanese political economics & language
Glen Cove High School
SAGENT ADVISORS INC November 2008 - February 2012
Lehman Brothers August 2002 - October 2008
Lehman Brothers July 1996 - July 2002
Presentation Graphics Center November 1993 - July 1996
Skills
Multimedia, Photoshop, Training, After Effects, Video, Mac, Graphics, Microsoft Office, Microsoft Excel, Corel Draw, PowerPoint, Microsoft Word, Digital Media
Education
SUNY Binghamton 1992 — 1993
Bachelor of Arts (B.A.), History
St. John's University
BARUCH COLLEGE, CUNY
MBA, International Business
COOPER UNION
REGIS HIGH SCHOOL
SUNY at BINGHAMTON
Bachelor of Arts, History
Prominent Properties Sotheby's International Realty March 2006 - Present
WR Hambrecht + Co 1996 - 2000
Lehman Brothers 1991 - 1996
Morgan Stanley July 1989 - June 1991
Skills
Buyer Representation, Listings, Relocation, Sales, Sellers, Townhomes, Real Estate, New Home Sales, Referrals, Condos, e-PRO, Single Family Homes
Education
State University of New York at Binghamton 1985 — 1989
Bachelor's Degree, Psychology/ Business
Citi Capital Advisors August 2008 - Present
Lehman Brothers July 2006 - July 2008
The Wharton School 2004 - 2006
Tepsco January 2001 - July 2004
Belmont Constructors June 1997 - January 2001
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Texas A&M University 1995 — 1997
MS
Boğaziçi University 1990 — 1995
BS
BNY Mellon April 2011 - Present
Credit Suisse July 2006 - August 2010
Lehman Brothers February 2004 - July 2006
Deutsche Bank April 2002 - February 2004
Goldman Sachs June 2000 - November 2001
Smith barney 1999 - 2000
Skills
Budgets, Forecasting, Management, Strategic Financial..., General Ledger, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Variance Analysis, Internal Audit, Banking, Leadership
Education
Binghamton University 1996 — 2000
B.A., Econmics
Centers for Medicare & Medicaid Services June 2014 - Present
FDA July 2011 - Present
Federal Reserve Board of Governors February 2010 - October 2011
WellPoint October 2008 - January 2010
Lehman Brothers June 2008 - September 2008
Chesapeake Energy September 2007 - May 2008
Insurance House June 2007 - August 2007
Sodexho September 2006 - May 2007
Comerica September 2005 - August 2006
Marketwell May 2004 - August 2005
Skills
PL/SQL, Informatica, Requirements Analysis, Data Integration, Data Modeling, SDLC, Team Leadership, Software Project..., Analysis, ETL, Data Warehousing, Business Intelligence, Enterprise Architecture, Business Analysis, Requirements Gathering, Data Warehouse..., Oracle, Databases, Business Objects, Solution Architecture, SOA, Database Design, SQL, Integration, Agile Methodologies, Unix Shell Scripting, Microsoft SQL Server, IT Strategy, Visio, Unix, SharePoint, PMP, Systems Analysis, Web Services, OLAP
Education
Binghamton University 2002 — 2004
MS, Industrial Engineering
University of Madras 1995 — 1999
BS, Electronics and Communication Engineering
Balalok Matrick
Ping Capital Management Ltd July 2013 - Present
Krieger Capital April 2012 - December 2012
Schildershoven June 2011 - February 2012
Banco Itaú June 2009 - April 2010
Ping Capital Management, LTD April 2008 - February 2009
SAC Capital February 2007 - January 2008
Lehman Brothers July 2001 - January 2007
Skills
Fixed Income, Derivatives, Options, Bonds, FX, Portfolio Management, Trading, Emerging Markets, VBA, FX Options, Equities, Proprietary Trading, Currency, Bloomberg Terminal, Reuters 3000, Hedge Funds, Interest Rate..., Forwards, Hedging, Financial Markets, Swaps, Structured Products, Capital Markets, Investments, Structured Finance, Finance, Equity Research, Valuation, Financial Risk, Bloomberg, Investment Banking, Credit Derivatives, Global Macro
Education
Indian Institute of Management, Ahmedabad 1999 — 2001
MBA, Finanace
Birla Institute of Technology and Science, Pilani 1995 — 1999
BE, Electrical and Electronics
Gastar Exploration Inc. 2013 - 2015
Halcon Resources Corporation 2011 - 2013
Anadarko Petroleum 2008 - 2011
Lehman Brothers 2004 - 2008
UBS Global Asset Management 2003 - 2003
Bill Graham Presents 2002 - 2002
Skills
Finance, Financial Modeling, Corporate Finance, Petroleum, Energy Industry, Project Management, Microsoft Excel, Presentations, Valuation, Strategic Marketing, Energy, Commodity, Risk Management, Strategic Financial..., Derivatives, Capital Markets, Bonds, Equity Capital Markets, Oral & Written..., Marketing, Due Diligence, Written & Oral..., Market Analysis, Financial Analysis, Investment Banking, Analysis, Mergers & Acquisitions, Commodity Markets, Commodity Risk..., Bloomberg, Hyperion Planning
Education
University of Texas-Austin 2000 — 2004
Bachelor's Degree, Finance / Business Honors
Bond University 2003 — 2003
Study Abroad - Business Administration
KKR June 2015 - Present
Bridgewater Associates October 2011 - Present
BlackRock August 2010 - October 2011
AllianceBernstein 2004 - August 2010
IBM 2001 - 2004
Sanford C. Bernstein 1999 - 2001
Toronto Dominion Securities, USA Division 1996 - 1999
Deutsche Bank 1994 - 1996
Lehman Brothers 1987 - 1994
Skills
Asset Managment, IT Infrastructure..., Global Infrastructure..., Fixed Income, Risk Management, Trading Systems, Portfolio Management, Equities, Vendor Management, Strategic Planning, Investment Banking, Management, PMO, Mentoring, Project Planning, Leadership, Project Management, IT Strategy, SDLC, Business Analysis, ITIL, Integration, Asset Management, Infrastructure, Enterprise Architecture, Sybase, Disaster Recovery, Data Center, Trading, Technology Management, IT Management, Outsourcing, Mergers & Acquisitions, Business Process, Software Development, Governance, Information Technology, Executive Management, Financial Services, Project Portfolio..., Business Continuity, Market Data, Electronic Trading, Business Process..., Hedge Funds, IT Service Management, Program Management, IT Operations, Strategy, PMP
Education
State University of New York at Binghamton 1980 — 1982
Mathematics and Computer Science
New York University 1978 — 1980
Mathematics and Computer Science
OppenheimerFunds January 2015 - Present
OppenheimerFunds March 2014 - January 2015
OppenheimerFunds February 2012 - March 2014
Neuberger Berman June 2008 - February 2012
Lehman Brothers 2006 - 2008
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Relationship Development, New Business Development, UCITS
Education
Bloomfield College
B.S Finance
St. Augustine Prep
H.S. Diploma, College Prep
EMM September 1995 - Present
Lehman Brothers May 2004 - September 2008
Neuberger Berman May 2001 - May 2004
Executive Monetary Management (EMM) September 1995 - May 2001
Berdon LLP September 1987 - December 1994
Skills
Financial Analysis, Tax, Asset Management
Education
Binghamton University 1983 — 1987
Bachelor's degree
ABM Industries March 2015 - Present
ABM Industries 2003 - March 2015
Lehman Brothers 2001 - 2003
Goldman Sachs March 1998 - 2001
Skills
Property Management, Contract Negotiation, Real Estate Development, Contract Management, Facilities Management, Operations Management, Budgets, Real Estate, Corporate Real Estate, Strategic Planning, Negotiation, Team Building, Management, Executive Management, Construction Management, Real Estate Transactions, Asset Management, Facilities Operations, Building Automation, Energy Conservation, New Business Development, Leases, Commercial Real Estate, Sales, Building Maintenance, HVAC Controls, Leadership, Due Diligence, Energy Efficiency, Recruiting, Energy Management, Customer Service, Sales Management, Lease Administration
Education
State University of New York at Binghamton 1984 — 1985
Master of Business Administration (MBA), Finance, General
State University of New York College at Oneonta 1980 — 1983
Bachelor of Science, Business-Economics
Harborfields HS, Greenlawn, NY 1976 — 1980
Citi February 2014 - Present
EY October 2013 - February 2014
Ernst & Young 2006 - October 2013
Moody's Investors Service 2005 - 2006
Ernst & Young 2002 - 2005
Lehman Brothers 2000 - 2002
Skills
Financial Institutions, Investment Banking, Financial Modeling, IFRS, Financial instruments, Foreign currency..., Derivatives and hedge..., Financial Reporting, Securitization..., Financial Risk, Financial Instruments, Capital Markets, Financial Analysis, Accounting, Derivatives, Financial Services, Financial Accounting, Valuation, Corporate Finance, Finance, Equities
Education
Columbia University - Columbia Business School
MBA, Finance
Binghamton University - School of Management
BS, Accounting
The Cruz Heritage April 1955 - Present
UBS 2000 - 2005
Lehman Brothers February 1999 - January 2000
Skills
Editing, Photography, Choreography, Directing, Writing, Fashion Design, Photoshop, Corel Draw, Mac, Contemporary Dance, Jazz Dance, Philippine Ethnic Dances, Improvisation, Ballroom Dance, Classical Ballet, Piano Playing, Guitar Playing, Classical Music, Avid Media Composer, Entertainment
Education
Arthur Murray Dance Studio 2010 — 2011
Dance Instructor, Ballroom Dance - Partnering
Dance Manhattan 2009 — 2010
Apprenticeship, Managing Dance Studio, updating website, facilitating Party nights
Borough of Manhattan Community College 1998 — 2000
Corporate and Cable Communications, Communication and Media Studies
OppenheimerFunds January 2015 - Present
OppenheimerFunds September 2013 - December 2014
Neuberger Berman April 2011 - September 2013
Barclays Capital September 2008 - August 2011
Lehman Brothers August 2008 - September 2008
Glaceau/Vitamin Water May 2007 - August 2007
Skills
Equities, Fixed Income, Trading, Securities Lending, Corporate Actions, Management, Account Reconciliation, Bloomberg, DTC, Finance, Series 7, Hedge Funds
Education
Binghamton University - School of Management 2004 — 2008
BS, Management; Finance
State University of New York at Binghamton 2004 — 2008
BA, Psychology
Fifth Gear Triathlon Coaching January 2011 - Present
Lehman Brothers March 2005 - September 2008
Morgan Stanley 2000 - 2005
Chemical Week Associates 1996 - 2000
Skills
Training, Coaching, Management, Marketing, Triathlon, Equities, Strategic Planning, Cycling, Strategy, Editorial, Investment Banking, Digital Marketing
Education
Binghamton University 1994 — 1996
BA
Nassau Community College 1992 — 1994
AA, English
Half Hollow Hills H.S. East 1989 — 1992
Ralph Lauren July 2008 - Present
Lehman Brothers April 2006 - March 2008
Sonnenschein Nath & Rosenthal LLP November 2005 - January 2006
L'Oréal September 2005 - October 2005
Skills
Marketing, Banking, Management, Fashion, Finance, Human Resources, Budgets
Education
State University of New York at Binghamton 2001 — 2005
Bachelor of Science (BS), Marketing, Minor in Dance
Empower Software Solutions August 2013 - Present
Voxeo April 2011 - August 2013
Fidelity Information Services September 2007 - March 2011
Rainbow Media August 2005 - August 2007
Cablevision August 2001 - August 2005
SITA 1998 - 2000
Lehman Brothers 1995 - 1998
Merrill Lynch 1993 - 1995
Skills
Financial Analysis, Variance Analysis, Forecasting, Process Improvement, Financial Reporting, Sarbanes-Oxley Act, Analysis, Accounting, PeopleSoft, General Ledger, Revenue Recognition, Management, Internal Controls, Strategy, Risk Management, Business Intelligence, Executive Management, Mergers & Acquisitions, Strategic Planning, Financial Accounting, Business Analysis, Finance, Program Management, Business Development, Budgets, Start-ups, Cross-functional Team..., Telecommunications, Hyperion Enterprise, Business Planning, Access, Essbase, Salesforce.com, Corporate Finance, Product Management, Leadership, Financial Modeling, Account Reconciliation, Business Strategy, Strategic Financial..., Contract Negotiation, Call Centers, Cost Accounting, Vendor Management, Analytics, SaaS, Integration, Professional Services, Strategic Partnerships, Business Process...
Education
Hofstra University - Banking and Corporate Finance 1994 — 1997
Master of Business Administration (MBA)
Binghamton University - School of Management
BS, Managerial Finance
Mizuho Bank January 2015 - Present
Barclays February 2013 - September 2014
Barclays Capital May 2011 - March 2013
Barclays Capital September 2008 - May 2011
Lehman Brothers May 2005 - September 2008
Skills
Onboarding, HRIS, Recruiting, Talent Management, Human Resources, Employee Relations, PeopleSoft, Project Management, Coaching, Microsoft Office, Event Planning, Strategy, Spanish, Performance Management, Talent Acquisition, Leadership Development
Education
New York University 2009 — 2012
MS, Human Resource Management
State University of New York at Binghamton 2000 — 2004
Psychology, Minor, Human Resource Management
City Cakes March 2012 - Present
Barclays Capital July 2010 - Present
Barclays Capital July 2010 - April 2014
Binghamton University August 2009 - December 2009
Binghamton University October 2008 - October 2009
Barclays Capital May 2009 - August 2009
Lehman Brothers May 2008 - August 2008
Lehman Brothers May 2007 - August 2007
Skills
Fixed Income, Trading, Financial Risk, Financial Services, Due Diligence, Accounting, Economics, Settlement, Prime Brokerage, Recruiting, Sales Operations, Investment Banking
Education
Institute of Culinary Education 2011 — 2012
Diploma, Pastry & Baking Arts
State University of New York at Binghamton 2006 — 2010
Bachelor of Science, Management; Marketing
Healthcare Value Capital April 2012 - October 2012
Karamaan Group January 2008 - January 2012
MSD Capital September 2006 - April 2008
Lehman Brothers September 2000 - September 2006
Skills
Fundraising, Presenter, Marketing Communications, Equity Trading, Bloomberg, Trading, Hedge Funds
Education
New York University 1997 — 1999
MA, Education
State University of New York at Binghamton 1994 — 1997
BS, English
BlackRock July 2014 - Present
SunGard February 2010 - July 2014
Barclays Capital September 2008 - January 2010
Lehman Brothers June 1998 - September 2008
Destia Communications 1995 - 1998
Skills
Disaster Recovery, Business Continuity, Information Security..., Vulnerability Management, Active Directory, Architecture, DNS, Data Center, Identity Management, Incident Management, ITIL, Network Administration, Information Security, Network Architecture, Network Security, Enterprise Architecture, Firewalls, Governance, IT Audit, IT Service Management, Risk Management, Security, VPN, TCP/IP, SDLC, Vulnerability Assessment
Education
Borough of Manhattan Community College
American Tower January 2015 - Present
American Tower August 2012 - January 2015
Credit Suisse August 2008 - December 2011
Lehman Brothers 2004 - 2008
Wellington Management January 2002 - June 2002
Investors Bank & Trust January 2001 - June 2001
Skills
Series 7, Series 65, Series 63
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Northeastern University 1988 — 2003
Business, Finance
Bond University 2000 — 2000
Microsoft October 2010 - Present
Microsoft August 2008 - October 2010
Vanderbilt University August 2003 - December 2004
Lehman Brothers May 2001 - August 2003
IBM June 1995 - May 2001
Skills
.NET, Agile Methodologies, C#, C, Cloud Computing, Distributed Systems, Microsoft SQL Server, Operating Systems, Powershell, SQL, Scrum, Software Design, Software Development, Software Engineering, Software Project..., Team Leadership, Team Management, Test Automation, Testing, Visual Studio
Education
Vanderbilt University 2003 — 2004
Master's degree, Computer Science
Birla Institute of Technology and Science, Pilani 1990 — 1995
Bachelor of Engineering (B.E.), Computer Science
RBC Capital Markets October 2010 - Present
Citigroup (Aramark) October 2009 - September 2010
Barclays Capital (formerly Lehman Brothers) January 2008 - January 2009
Lehman Brothers January 2005 - December 2007
Lehman Brothers January 2002 - December 2005
L'Oreal USA April 1999 - August 2000
Lehman Brothers April 1998 - April 1999
Deloitte 1996 - 1998
Skills
Event Management, Marketing, Event Planning, Corporate Events, Budgets, Project Management, Marketing Strategy
Education
Borough of Manhattan Community College
Associate's Degree, Liberal Arts
Virginia Commonwealth University
PwC July 2013 - Present
Summit Stainless Steel, LLC September 2012 - July 2013
Vantage Learning, LLC April 2010 - September 2012
Lehman Brothers August 2008 - March 2009
Bloomsburg University August 2003 - December 2007
EMI Music June 2007 - August 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Budgets, Outlook, Strategic Planning, Editing, Public Relations, Public Speaking, Testing, Customer Service, Windows, Program Management, Account Management, Salesforce.com, Management, Sales, Training, Negotiation, Marketing, Customer Retention, Time Management, Leadership, Social Networking, Proposal Writing, Team Leadership, Social Media
Education
Raritan Valley Community College 2015 — 2018
CPA Certification Course, Accounting and Finance
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Arts (BA), Music Performance, General
Wells Fargo Advisors May 2015 - Present
Barclays June 2010 - April 2015
Barclays Wealth September 2009 - June 2010
Lehman Brothers July 2007 - September 2008
Goldman Sachs August 2006 - July 2007
Merrill Lynch May 2005 - August 2005
Skills
Equities, Series 7, Financial Modeling, Fixed Income, Alternative Investments
Education
Binghamton University 2002 — 2006
Bachelor of Arts, Economics
University of Sydney
RBC November 2013 - Present
Morgan Stanley November 2009 - November 2013
Lehman Brothers September 2008 - November 2013
Skills
Customer Service, Microsoft Office, Banking, Management, Microsoft Word, PowerPoint, Sales, Credit, Teamwork, Time Management, AutoCAD, Card Scan, Concur, Microsoft Excel, Research, Employee Training
Education
Borough of Manhattan Community College
Associate's degree, Office Operations
Morgan Stanley May 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers August 2008 - September 2008
Booz Allen Hamilton - Chicago June 2007 - August 2007
Turkcell January 2006 - August 2007
Ford Motor Company July 2002 - March 2004
Skills
Financial Modeling, Business Strategy, Fixed Income, Financial Analysis, Valuation
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
Boğaziçi University 2000 — 2002
MSc.
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1996 — 2000
BSc.
The Blackstone Group January 2015 - Present
The Blackstone Group January 2012 - December 2014
The Blackstone Group (GSO Capital Partners) January 2010 - December 2011
The Blackstone Group (GSO Capital Partners) November 2008 - December 2009
Lehman Brothers May 2007 - November 2008
New Plan August 2006 - May 2007
Manzi, Pino & Co PC May 2005 - August 2006
Ross, Strent & Co, LLP December 2003 - May 2005
Integrated Brands, Inc June 2003 - December 2003
Skills
Financial Reporting, Accounting, Fund Accounting, Financial Analysis, Fund Of Funds, Financial Modeling, Private Equity, Corporate Finance, Financial Accounting, Account Reconciliation, US GAAP, Asset Managment, IFRS, Financial Statements, Asset Management, Auditing, Finance, Valuation, Investments
Education
Binghamton University - School of Management 2001 — 2003
Bachelors, Accounting
Suffolk County Community College 1999 — 2001
Associates, Accounting
Bank of America January 2009 - Present
Barclays Wealth January 2009 - November 2011
Lehman Brothers December 2007 - December 2008
American Stock Exchange October 2006 - November 2007
JPMorgan Chase September 2002 - September 2006
Silverline Technologies October 1998 - August 2002
Education
Project Management Institute 2006 — 2013
PMP, Project Management Professional
Birla Institute of Technology and Science, Pilani 1999 — 2000
MS, Software Systems
University of Madras 1994 — 1998
BE, Electricals and Electronics
J.P. Morgan November 2013 - Present
Barclays Capital September 2008 - November 2013
Lehman Brothers March 2007 - September 2008
KPMG February 2004 - March 2007
Massive Incorporated February 2003 - February 2004
Metis Technologies November 2001 - September 2002
Tallan March 2000 - April 2001
Education
State University of New York at Binghamton 1997 — 1999
Bachelor of Science (BS), Computer Science
State University of New York College at Geneseo
Morgan Stanley November 2013 - Present
Morgan Stanley April 2013 - November 2013
Morgan Stanley January 2011 - March 2013
Morgan Stanley April 2010 - January 2011
Morgan Stanley January 2009 - April 2010
Barclays Capital September 2008 - December 2008
Lehman Brothers 2000 - 2008
Skills
Treasury, Fixed Income, Treasury Management, ALM, Prime Brokerage, Capital Markets, Interest Rate...
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance/Quantitative Finance
Binghamton University 1996 — 2000
Bachelor of Science in Management, Finance
Binghamton University - School of Management 1996 — 2000
B.S., Management/Finance
The Peakstone Group 2011 - Present
Standard Chartered Bank 2009 - 2010
Lehman Brothers 2006 - 2008
Bear Stearns 2004 - 2006
Houlihan Lokey 2002 - 2004
IL&FS 1994 - 2000
Skills
Corporate Development, Corporate Finance, Investment Banking, Mergers, Business Acquisition, Valuation, Leveraged Finance, Equities, Capital Markets, Private Equity, Due Diligence, Strategic Planning, Cross-border..., Mergers & Acquisitions, Acquisitions, Investments, Financial Modeling, Portfolio Management, Restructuring, LBO, Project Finance, Divestitures, Emerging Markets, Strategy, Capital Raising, Recapitalizations, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA, Finance / Strategy
Birla Institute of Technology and Science
JD(BS/MS), Engineering/Economics
Delhi Public School
High School
Credit Suisse September 2008 - Present
Lehman Brothers November 2006 - September 2008
JP Morgan Chase November 2003 - November 2006
JP Morgan Chase Private Bank May 2002 - October 2004
JPMorgan Chase June 2000 - May 2002
Skills
Investment Banking, Investments, Fixed Income, Alternative Investments, Emerging Markets, Mutual Funds, Portfolio Management, Equities, Securities, Banking, Credit, Investment Management, Financial Services, Structured Products, Loans, Private Banking
Education
Binghamton University 1996 — 2000
BA, Economics
Aksia LLC April 2014 - Present
Ivy Asset Management March 2003 - September 2013
Lehman Brothers 2000 - 2003
Arthur Andersen August 1998 - October 2000
Skills
CPA, Fund Accounting, Alternative Investments, Product Control, Fund Of Funds, Mutual Funds, Hedge Funds, Credit, Portfolio Management, Asset Management, Fixed Income, Equities
Education
Binghamton University - School of Management 1994 — 1998
BS, Accounting
Barclays September 2008 - Present
Lehman Brothers July 2006 - September 2008
Skills
Equities, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Quantitative Finance, Emerging Markets
Education
Princeton University 2002 — 2006
PhD, Operations Research and Financial Engineering
Boğaziçi University 1998 — 2002
BS, Industrial Engineering
Morgan Stanley PWM September 2008 - Present
Lehman Brothers July 2001 - September 2008
Education
University of Colorado Boulder 1995 — 1997
MBA
Binghamton University - School of Management 1988 — 1992
BS, Business Administration
GroupM October 2014 - Present
MRY (Publicis Groupe) April 2014 - September 2014
Crossix Solutions January 2012 - January 2014
MarketShare September 2010 - January 2012
Lehman Brothers July 2003 - June 2008
Skills
Marketing Analytics, Data Analysis, Business Strategy, Marketing Mix Modeling, Statistical Data..., Strategic Consulting, Performance Measurement, Marketing Strategy, Web Analytics, Corporate Finance, Digital Media, Consumer Insight, Market Research, Quantitative Analytics, Competitive Analysis, Tableau, Google Analytics, Omniture, Social Media Marketing, comScore, Microsoft Office, Debuggers, Mintel, Radian6, Customer Segmentation..., Econometrics, Multivariate Statistics, Minitab, Financial Analysis, Financial Modeling, Valuation, Capital Markets, Budgets, Financial Accounting, SQL, SAS, Client Service Oriented
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA (full-time), Corporate Finance, Management
Binghamton University - School of Management
Bachelor's Degree, Business Administration and Management, General, Magna Cum Laude
Barclays Investment Bank September 2008 - Present
Lehman Brothers 2004 - 2008
New York Presbyterian Hospital 2000 - 2004
Skills
Employee Relations, Investment Banking, Leadership, Human Resources, Employee Benefits, Management, PeopleSoft, Talent Management, Vendor Management
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
State University of New York at Binghamton 1997 — 2001
Bachelor of Arts (B.A.), Law
Barclays Capital September 2008 - Present
Lehman Brothers June 2004 - September 2008
Education
Sacred Heart University 2000 — 2004
Bond University 2003 — 2003
Study Abroad
Yahoo November 2014 - Present
Yahoo! August 2009 - October 2014
Sapient 2008 - 2009
Lehman Brothers 2008 - 2008
Symantec 2006 - 2008
Amdocs Development Center India 2004 - 2006
IIT Bombay 2003 - 2004
Skills
Spring, Hibernate, Core Java, Weblogic, Java Enterprise Edition, JMS, Maven, Oracle, JDBC, Unix, Design Patterns, JUnit, Machine Learning, SQL, Hadoop, Apache Pig, Ant, Agile Methodologies, Spring Framework, Distributed Systems, Java, WebLogic
Education
Indian Institute of Management, Bangalore 2012 — 2013
Executive General Management Program (EGMP), General Management
BITS Pilani 2010 — 2012
Master of Science (MS), Computer Software Engineering
MITS Gwalior(MP) 2000 — 2003
Master of Computer Applications (MCA), Computer Applications
Atlantic Recruiting Group September 2015 - Present
AMW Recruitment Consulting January 2011 - August 2015
Michael Page International May 2011 - July 2012
Heidrick & Struggles 2007 - 2008
Lehman Brothers 2004 - 2007
Ernst & Young 2002 - 2004
Michael Page International 2000 - 2002
Pinnacle Group 1998 - 2000
Skills
Candidate Generation, Passive Candidate..., Passive Candidate..., Financial Recruiting, Global Recruiting, Competency Based..., Retained Search, Contract Recruitment, recruiter training, Actuarial Recruiting, Closing Candidates
Education
Boston College 1993 — 1997
Bachelor of Arts, Economics & Literature
D. E. Shaw & Co December 2008 - Present
Lehman Brothers June 2003 - October 2008
PricewaterhouseCoopers September 1999 - May 2003
Viacom 1998 - 1999
Skills
Due Diligence, Equities, Credit Risk, Market Risk, Capital Markets, Derivatives, Trading, Mergers, Hedge Funds, Financial Modeling, Fixed Income, Valuation, Mergers & Acquisitions, Interest Rate..., Financial Reporting, Equity Derivatives, Risk Management, Credit Derivatives, Accounting, Tax, Bloomberg, Alternative Investments, Corporate Finance, Swaps
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Binghamton University - School of Management 1996 — 2000
BS, Accounting
Barclays Investment Bank January 2013 - Present
Barclays Capital February 2010 - Present
Barclays Capital September 2008 - February 2010
Lehman Brothers September 2005 - September 2008
The Bank of New York May 2002 - September 2005
Lazard 1999 - 2001
Education
Binghamton University 1993 — 1997
Binghamton University - School of Management 1993 — 1997
Nomura Securities May 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers March 2006 - October 2008
MortgageIT, Inc. August 2002 - March 2006
Skills
Structured Products, Trading, Bonds, Portfolio Management, Investments, Asset Management, Credit, Alternative Investments, Equity Derivatives, Financial Services, Banking, Corporate Finance, Credit Derivatives, Private Equity, Due Diligence, Options, Financial Markets, Securitization, Swaps
Education
Binghamton University - School of Management 1997 — 2002
Binghamton University 1997 — 2001
BS, Management
XL Group Investments March 2008 - Present
Lehman Brothers August 2005 - January 2008
Education
Binghamton University - School of Management 1999 — 2003
Schonfeld Group Holdings September 2013 - Present
Citi January 2010 - September 2013
Citi December 2008 - December 2009
Credit Suisse March 2007 - December 2008
Merrill Lynch February 2005 - March 2007
Lehman Brothers August 1994 - February 2005
Skills
Fixed Income, Equities, Trading Systems, Investment Banking, Capital Markets, Financial Services, Market Data, Vendor Management, Derivatives, Business Analysis, Hedge Funds, Risk Management
Education
LIU Post
MSLS, Information Science
State University of New York at Binghamton
Bachelor of Science (BS), Management Information Systems - School of Management
Nationstar Mortgage April 2011 - Present
Marix Servicing, LLC April 2009 - April 2011
AmTrust Bank November 2007 - April 2009
Lehman Brothers August 2004 - November 2007
HSBC Mortgage Services 1999 - 2004
M&T Bank 1997 - 1999
Skills
Default, Foreclosures, Loss Mitigation, Mortgage Banking, Mortgage Servicing, Loan Servicing, FHA, Loans, Banking, Regulatory Compliance, REO, Credit, Vendor Management
Education
Binghamton University 1991 — 1996
Citi October 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers March 2008 - September 2008
Wipro Technologies September 2002 - March 2008
Education
Birla Institute of Technology and Science, Pilani 2000 — 2002
MS, Software Systems
Gulbarga University 1995 — 1999
BS, Electronics & Communications
Barclays Wealth & Investment Management September 2008 - Present
Lehman Brothers 2000 - 2008
Skills
Fixed Income, Capital Markets, Market Data, Equities, Investment Banking, Business Analysis, Derivatives, SDLC, Financial Services, Hedge Funds, Trading Systems, Bloomberg, Electronic Trading, Series 7, Prime Brokerage
Education
Binghamton University - School of Management 1997 — 2000
U.S. Trust, Bank of America Private Wealth Management November 2012 - Present
UBS Financial Services, Inc. October 2008 - November 2012
Lehman Brothers May 2004 - October 2008
Bear, Stearns & Co. Inc. August 2002 - May 2004
Education
Binghamton University 2000 — 2001
MBA
Binghamton University - School of Management 1997 — 2000
BA, Management
Lehman Brothers September 2008 - Present
Lehman Brothers September 2002 - September 2008
Merrill Lynch International October 2000 - March 2002
Merrill Lynch November 1991 - September 2000
Deloitte September 1989 - November 1991
Skills
Financial Modeling, Capital Markets, Management, Equities, Investment Banking, Fixed Income, Securities, Hedge Funds, Derivatives, Mergers & Acquisitions, Private Equity, Bloomberg, Structured Finance, Structured Products, Finance, Investments, Financial Analysis, Valuation, Corporate Finance, Alternative Investments, FX Options, Asset Management, Due Diligence, Credit Derivatives
Education
New York University School of Law 1992 — 1995
Master of Laws (LL.M.), Taxation
The George Washington University Law School 1986 — 1989
Doctor of Law (J.D.)
Binghamton University 1982 — 1986
Bachelor's degree, Accounting
Scottrade September 2008 - Present
Morgan Stanley February 2008 - September 2008
Lehman Brothers June 2004 - February 2008
Charles Schwab February 1999 - June 2004
WATERHOUSE SECURITIES June 1996 - February 1999
Skills
Asset Management, Customer Service, Management, Process Improvement, Wealth Management, Finance, Series 63, Sales, Series 7, Mutual Funds, Securities, Investment Advisory, Cross-functional Team..., Options, Bonds, Asset Allocation, ETFs, Equities
Education
Binghamton University 1993 — 1995
BS, Marketing
State University of New York at Delhi 1991 — 1993
AAS, Business Admin
Roslyn HS 1988 — 1991
PricewaterhouseCoopers January 2009 - Present
Lehman Brothers October 2004 - September 2008
Cadwalader, Wickersham & Taft LLP April 2001 - April 2003
Citi August 2000 - April 2001
Skills
Talent Management, Succession Planning, MBTI, Training, Leadership, Project Management, Organizational..., Performance Management, Employee Engagement, Onboarding, Change Management, HRIS, Leadership Development, Strategy, Recruiting, Organizational Design, Organizational..., Executive Coaching
Education
Lorenzo Di Medici, Florence, Italy
State University of New York at Binghamton
Olympus Capital Holdings Asia June 2011 - Present
Legacy Asset Management LLC (LAMCO LLC) May 2010 - June 2011
Lehman Brothers November 2006 - May 2010
Deloitte & Touche September 2003 - October 2006
Skills
Private Equity, Accounting, Investments, Investment Management, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Due Diligence, Asset Managment, Risk Management, Auditing, Strategic Financial..., Financial Accounting, Credit
Education
Binghamton University 2008 — 2009
MBA, Finance
Binghamton University 1999 — 2003
BS, Accounting
Midwood High School
Midwood High School
Midwood High School
eBay May 2012 - Present
PayPal December 2010 - May 2012
Cogency Software May 2010 - December 2010
Fossil September 2007 - May 2010
FedEx August 2006 - August 2007
Lehman Brothers July 2005 - August 2006
Lehman Brothers July 2004 - October 2004
Impact Systems June 2003 - August 2003
Skills
Java Enterprise Edition, Java, JSP, Oracle, Eclipse, XML, SOAP, Struts, SDLC, Agile Methodologies, Design Patterns, JDBC, Microsoft SQL Server, JavaScript, Servlets, Spring Framework, MongoDB, MySQL, Git, Solr, REST
Education
State University of New York at Binghamton 2002 — 2005
MS, Computer Science
University of Pune 1998 — 2002
BE, Computer Engineering
Barclays Investment Bank October 2011 - Present
Barclays Wealth and Investment Management September 2008 - October 2011
Lehman Brothers May 2007 - September 2008
Bank of New York Mellon July 2001 - May 2007
Skills
Team Leadership, Reference Data, Java Enterprise Edition, Big Data, SQL, Hadoop, HBase, Hive, Informatica, Microsoft SQL Server, SSIS, Financial Services, Perl, Master Data Management, Software Project...
Education
Birla Institute of Technology and Science 2001 — 2001
Master's Degree, Computer Science
College of Engineering, Guindy 1997 — 2001
Engineer's Degree, Mechanical Engineering
Trilantic Capital Partners April 2009 - Present
Lehman Brothers November 1993 - April 2009
Skills
Capital Markets, Private Equity, Fixed Income, Alternative Investments
Education
Binghamton University 1989 — 1993
Stuyvesant High School 1985 — 1989
Mergermarket October 2014 - Present
Dooher Construction September 2013 - October 2014
Merriman Capital, Inc. April 2013 - September 2013
ThinkEquity LLC July 2010 - October 2012
Thomas Weisel Partners March 2000 - June 2010
Lehman Brothers November 1999 - March 2000
Selective Insurance June 1998 - November 1999
Skills
Series 7, 55, and 63, Bloomberg, Lava and Fidessa, Microsoft Excel, Equities, Hedge Funds, Trading, Capital Markets, Equity Trading, Securities, Electronic Trading, Equity Research, Investments, Bonds, Series 63, Series 7
Education
Binghamton University 1993 — 1998
Bachelor of Science (B.S.) & Bachelor of Arts (B.A), Biochemistry & Economics
JP Morgan August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers May 2001 - September 2008
Education
Binghamton University 1995 — 1999
JPMorgan Chase October 2008 - Present
Lehman Brothers July 2007 - September 2008
HSBC October 2001 - June 2007
Firemans Fund Insurance Company October 2000 - June 2001
i2 Technologies August 1998 - August 2000
Skills
Architecture, Spring, Java, Web Services, Unix, Technical Leadership, Design Patterns, Requirements Analysis, JMS, Scrum, XML, Integration, Web Applications, Linux, Software Design, JSP, SQL, SOAP, Scalability, Java Enterprise Edition, Application Architecture, Agile Methodologies, Weblogic, SOA, Software Development, Oracle, DB2, Eclipse, Microsoft SQL Server, PL/SQL, TIBCO, Perl, Software Project..., Enterprise Architecture, Distributed Systems, Hibernate
Education
Birla Institute of Technology and Science, Pilani 1994 — 1998
Bachelor of Engineering (B.E.)
Credit Suisse July 2015 - Present
Barclays Wealth and Investment Management July 2009 - July 2015
Barclays September 2008 - July 2009
Lehman Brothers June 2006 - September 2008
UBS 1998 - 2005
Skills
Securities, Financial Services, FINRA, Asset Management, Wealth Management, Series 7, Investments, Securities Regulation, Portfolio Management, Investment Advisory, Internal Controls, Series 63, Internal Audit, Governance, Financial Regulation, Investment Management
Education
Binghamton University - School of Management 1994 — 1998
BS - Business Management, Finance, MIS
Edwards Lifesciences July 2013 - Present
SCAN Health Plan September 2012 - June 2013
Parsons September 2008 - August 2012
Apria Healthcare May 2008 - September 2008
Apria Healthcare December 2007 - May 2008
Lehman Brothers 2004 - 2007
Nichols Institute Diagnostics 2003 - 2004
Kforce Scientific 2002 - 2003
Bank of America 1996 - 2001
Skills
Instructional Design, Articulate Studio, Captivate, Adobe Creative Suite, Training & Development, Online Training, Developing Training..., Training Needs Analysis, Instructor-led Training, Highly detail oriented, SnagIt, ADDIE, Healthcare Industry, Employee Training, Learning Management..., Needs Analysis, Training, E-Learning, Technical Training
Education
Boise State University
Master of Science (M.S.), Instructional and Performance Technology, 2 semesters complete; expected graduation TBD
University of Phoenix 2002 — 2004
MBA, Business Administration
University of California, Irvine 1996 — 2001
B.S., Biological Sciences
Mater Dei 1991 — 1995
Barclays March 2012 - Present
Barclays September 2008 - March 2012
Lehman Brothers February 2005 - September 2008
Lehman Brothers July 1998 - February 2005
Fleet Bank July 1995 - July 1998
Skills
Event Planning, Financial Services, Marketing Strategy, Time Management, Marketing, Budgets, Corporate Events, Program Management, Event Management, Management, Marketing Communications, Leadership, CRM, Fundraising, Strategy, Customer Service, Public Relations
Education
Borough of Manhattan Community College
Associate, Business Administration
Barclays September 2011 - March 2014
Barclays Capital September 2008 - August 2011
Lehman Brothers June 2000 - September 2008
Education
Binghamton University - School of Management 1995 — 1999
BS, Business Management with Concentration in Finance
Bank of America December 2014 - Present
Nomura May 2013 - December 2014
Nomura September 2008 - May 2013
Lehman Brothers September 2007 - September 2008
Louis Stokes Alliance for Minority Participation 2005 - 2007
Skills
Scala, Java, Spring, Sybase, Reference Data, SQL, Java Enterprise Edition, Unix, XML, Core Java, Requirements Analysis, Investment Banking, Enterprise Architecture, Financial Markets, Capital Markets, Web Applications, Business Analysis, Agile Methodologies, GWT
Education
Birkbeck College, University of London 2010 — 2012
Graduate Diploma, Finance
City University of New York City College 2003 — 2007
BE, Computer Engineering, MAGNA CUM LAUDE, GPA 3.62 (/4.0)
SilverEvents October 2008 - Present
Lehman Brothers 1997 - 2008
Viacom January 1980 - June 1982
Skills
Corporate Events, Vendor Management, Account Management
Education
Binghamton University 1976 — 1980
ba, Theatre
JP Morgan November 2010 - Present
Barclays Wealth February 2009 - April 2011
Barclays Wealth September 2008 - February 2009
Lehman Brothers August 2005 - September 2008
Lehman Brothers August 2002 - August 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Quantitive Finance, Financial Instruments and Markets
Binghamton University - School of Management 1999 — 2002
BS, Finance, Management Information Systems
Lehman Brothers (in Administration) January 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers October 1996 - September 2008
Goldstein Golub Kessler & Co., PC 1993 - 1996
Skills
Derivatives, Capital Markets, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Financial Instruments and Markets / Finance
Binghamton University - School of Management 1989 — 1993
BS, Accounting
Chaminade High School
Chaminade High School
Barclays Capital September 2008 - November 2008
Lehman Brothers 2000 - 2008
Skills
Financial Analysis, Financial Services, Corporate Finance, Financial Modeling
Education
Binghamton University - School of Management 1996 — 2000
Bachelor of Science, Finance
Goldman Sachs June 2014 - Present
Barclays Capital March 2008 - May 2014
Lehman Brothers 2008 - 2008
Citigroup 2006 - 2008
Education
Binghamton University - School of Management 2006 — 2007
MBA, Business Administration
Marist College 2001 — 2005
Bachelor of Science, Finance
Monsignor Farrell High School
Société Générale August 2010 - November 2014
Brookfield Properties June 2009 - August 2010
Lehman Brothers 2001 - 2008
Education
Borough of Manhattan Community College 2009 — 2009
Paralegal Certificate
New York University 1997 — 2001
BA, Economics
Nomura Securities May 2012 - Present
Nomura Securities October 2010 - May 2012
Barclays September 2008 - October 2010
Barclays Capital 2008 - 2009
Lehman Brothers 2005 - 2008
Lehman Brothers 2001 - 2008
CSFB 1985 - 2001
Credit Suisse First Boston 1985 - 2001
Credit Suisse 1983 - 2001
Skills
Prime Brokerage
Education
Borough of Manhattan Community College 1985 — 1986
George Washington HS 1983 — 1985
HS Grad
BNY Mellon October 2013 - Present
Barclays Capital February 2010 - October 2013
Time Warner Cable March 2009 - January 2010
Cyber Resource Group February 2007 - September 2009
Fannie Mae Corporation August 2008 - February 2009
Merrill Lynch October 2007 - July 2008
JP Morgan Chase February 2007 - October 2007
Lehman Brothers July 2004 - February 2007
Wipro Technologies July 2002 - February 2007
ACCA Networks July 2002 - July 2004
Skills
Program Management, Software Project..., SOA, Requirements Analysis, SDLC, Enterprise Architecture, Agile Methodologies, IT Strategy, PL/SQL, Weblogic, Leadership, Business Analysis, Consulting, Vendor Management, Integration, Solution Architecture, Java Enterprise Edition, Oracle
Education
Birla Institute of Technology and Science, Pilani 2001 — 2003
MS, Software Systems
Koneru Lakshmaiah College of Engineering 1994 — 1998
B.Tech, Mechanical Engineering
Vignan's Co-Operative Junior College 1992 — 1994
10+2, Maths, Physics, Chemistry
Jefferies & Company September 2009 - Present
Barclays Capital October 2008 - August 2009
Lehman Brothers 1999 - 2008
PaineWebber 1994 - 1996
Education
Binghamton University
BS, Computer Sciences - Math
Lehman Brothers December 1984 - March 2008
LEHMAN BROTHERS INC December 1984 - March 2008
Global Power and Mergers January 1990 - January 2008
Lehman Brothers Inc January 1984 - January 1989
Skills
Recruiting, Microsoft Excel, Fixed Income, Expenses, Private Equity, Securities, Equities, Administrative..., Calendars, Microsoft Office, Travel Arrangements, Banking, Outlook, Analysis, Management, Concur
Education
Borough of Manhattan Community College 2009 — 2010
No, Paralegal Studies
Pace University - Lubin School of Business 1996 — 2004
BBA, General Business
Kingsborough Community College 1981 — 1983
Associate of Applied Science, Secretarial Science
Abraham Lincoln High School 1977 — 1981
Academic Diploma, Academic
Pace University
Bachelor, Business Administration
Rothstein Kass July 2012 - June 2014
Madden Real Estate Ventures, LLC September 2009 - July 2012
Lehman Brothers July 2006 - November 2008
UBS August 2001 - July 2006
Ernst & Young September 1999 - August 2001
Skills
Accounting, Due Diligence, Banking, Securities, Internal Audit
Education
Binghamton University 1995 — 1999
Bachelor of Science (BS), Accounting
Barclays Capital April 2011 - Present
E*TRADE Financial April 2009 - March 2011
Lehman Brothers February 2007 - September 2008
Bear Stearns October 1999 - February 2007
CIT November 1997 - October 1999
Skills
Forecasting, Finance, Budgets, Accounting, Analysis, Equities, Account Reconciliation
Education
Binghamton University - School of Management 1993 — 1997
B.S., Finance
AMCI Poseidon May 2013 - Present
JPMorgan Private Equity & Real Estate Services March 2012 - May 2013
Auda Alternative Investments August 2010 - February 2012
JPMorgan Private Equity & Real Estate Services August 2006 - August 2010
Lehman Brothers June 2000 - August 2006
Friedman LLP October 1998 - June 2000
Education
Binghamton University - School of Management 1994 — 1998
BS, Accounting
Guardian Life Insurance Company December 2008 - Present
Lehman Brothers September 2004 - September 2008
Education
Binghamton University
BA
New York University School of Law
LLM, Tax
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
University of Pittsburgh School of Law
JD
M-Logic, Inc February 2015 - September 2015
The Project HEAL (www.theprojectheal.org) September 2013 - February 2015
Murfreesboro Dental Excellence/Dr Nate's Naturals November 2010 - September 2013
Rutherford LEAP February 2008 - April 2013
Lehman Brothers August 1985 - September 2007
Klemtner Advertising Agency September 1983 - August 1985
Skills
Educational Technology, Entrepreneurship, Capital Markets, Private Equity, Start-ups, Alternative Investments, Asset Management, Finance, Fixed Income, Strategy, Due Diligence, Mergers & Acquisitions, Hedge Funds, Investment Banking, Venture Capital, Non-profit Leadership, Recruiting, Public Speaking, Client Relations, Microsoft Office
Education
Binghamton University 1980 — 1983
BS, Political Science
PNC Marketing January 2008 - Present
KKR 2008 - 2008
Lehman Brothers 2003 - 2007
Neuberger Berman 2000 - 2003
Skills
AutoCAD, Adobe Acrobat, Concur, Corel Paint Shop Pro X2, MS Office Suite, Nortel Networks, JETSR / TCS, Visio, Visionael, MS Project, C++, VPN / Securid
Education
University of Phoenix 2004 — 2008
B.S., Computer Information System
Borough of Manhattan Community College 1995 — 1999
A.A.S, Computer Operations
Barclays Investment Bank January 2014 - Present
Barclays Capital September 2008 - Present
Lehman Brothers May 2005 - September 2008
The Federal Reserve Bank of NY 2000 - 2003
Skills
Financial Modeling, Emerging Markets, Valuation, Portfolio Management, Investment Banking, Capital Markets, Hedge Funds, Asset Management, Equities, Financial Markets, Private Equity, Derivatives, Due Diligence, Trading, Investments, Corporate Finance, Financial Analysis
Education
Georgetown University 2003 — 2005
MBA
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Finance
Binghamton University 1996 — 2000
BA
Instinet Corporation December 2008 - Present
Lehman Brothers 2003 - 2008
ITG 2000 - 2003
Education
Binghamton University 1988 — 1992
Economics
Barclays September 2008 - Present
Lehman Brothers October 2006 - September 2008
JP Morgan Futures Inc. 2000 - 2006
Nomura Securities 1987 - 1999
Education
Binghamton University 1980 — 1984
BA, Economics
Deutsche Bank 2004 - Present
CIBC World Markets April 2001 - August 2004
Lehman Brothers 1998 - 2001
Citi 1996 - 1998
Citi 1992 - 1996
Skills
CPA, Credit Risk, Capital Markets, Financial Risk, Financial Modeling, Basel II, Banking, Equities, Risk Management, Fixed Income, Derivatives, Valuation, Investment Banking, Equity Derivatives, Credit Derivatives, FX Options, Financial Markets
Education
New York University
Master of Business Administration (MBA), Finance and Economics
Roslyn High School
SUNY Binghamton
Bachelor of Science (BS), Accounting
APG Asset Management MORTGAGE RESEARCHMerrill Lynch1992 - 1997
Lehman Brothers 1987 - 1992
Skills
Mortgage Lending, Portfolio Management, Investments, Asset Managment, Alternative Investments, Derivatives, Equities, Fixed Income, Bloomberg
Education
Fordham Gabelli School of Business 1986 — 1989
mba, finance
Binghamton University 1979 — 1983
Columbus high school
McDermott Will & Emery September 2014 - Present
Barclays Capital September 2008 - August 2014
Lehman Brothers 2007 - 2008
McDermott Will and Emery 1996 - 2006
Education
Fordham University School of Law 1990 — 1993
Binghamton University
Bank of America Merill Lynch October 2005 - Present
Bank of America Securities 1999 - 2008
Banc of America Securities August 2001 - September 2005
Banc of America Securities September 1999 - July 2001
Lehman Brothers September 1997 - May 1999
Thomson Financial, Asset Backed Securities Group January 1994 - September 1997
Education
Binghamton University 1991 — 1994
B.S., Computer Science
South Nassau Communities Hospital August 2014 - Present
Parsons Brinckerhoff November 2011 - September 2013
Henry Street Settlement June 2011 - August 2011
Barclays Capital September 2008 - February 2011
Lehman Brothers February 1992 - September 2008
Skills
Accounts Payable, Fixed Assets, PeopleSoft, Accounting, Depreciation, Vendor Management, Accounts Receivable, Accruals, Financial Reporting, Account Reconciliation, General Ledger, Financial Analysis, Corporate Finance, Excel, Business Analysis, Microsoft Office, Outlook, Payroll, Problem Solving, Expenses, Risk Management, Portfolio Management, Auditing, Asset Management, Finance, Budgets, Mergers & Acquisitions, ADP Payroll, Due Diligence, Leadership, Analysis, Forecasting, Valuation, Strategic Financial..., Investment Banking, Internal Controls, Financial Modeling
Education
Borough of Manhattan Community College
Pace University - Lubin School of Business
Barclays Capital August 2006 - Present
ING May 2004 - August 2006
Lehman Brothers June 2000 - May 2004
Skills
Equities, Prime Brokerage, Middle Office, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Equity Derivatives, Series 7, Trading, Securities Lending, Trading Systems, Financial Markets
Education
Binghamton University - School of Management 1997 — 2000
Economics
Binghamton University - School of Management 1996 — 2000
Field Street Capital Management, LLC July 2014 - Present
Citigroup October 2008 - June 2014
Lehman Brothers November 2006 - October 2008
Lehman Brothers March 2004 - November 2006
Merrill Lynch January 2002 - May 2002
Skills
Fixed Income, Equities, Trading, Prime Brokerage, Hedge Funds, Series 7, Capital Markets, Series 63, Bonds, Derivatives, Trading Systems, Asset Management, Financial Markets, Portfolio Management, MBS, Treasury, Bloomberg, Finance, Investments, Corporate Actions, Middle Office, Management, Account Reconciliation, Cash Management, Settlement, Business Process...
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, FINANCE
Binghamton University 1999 — 2003
B.S, Financial Economics
UNSW Australia
Bachelor of Science, Financial Economics
General Reinsurance Life Corporation May 2008 - January 2014
Lehman Brothers May 2006 - March 2008
The Guardian Life Insurance Company of America August 1985 - April 2006
Swiss Re 1976 - 1983
Skills
Financial Analysis, Pricing, Life Insurance, Risk Management, Reinsurance, Mergers & Acquisitions, Financial Services, Investments, Underwriting, Valuation, Insurance, Business Strategy, Due Diligence, Actuarial Science, Financial Modeling, Financial Risk, Portfolio Management, Enterprise Risk..., Strategic Financial..., Executive Management, Capital Markets
Education
Binghamton University 1972 — 1976
BA, Physics, Math
Barclays Wealth and Investment Management January 2013 - Present
Barclays Wealth and Investment Management June 2010 - December 2012
Lehman Brothers May 2006 - September 2010
WACHOVIA SECURITIES INC March 2002 - October 2004
Prudential Securities June 2000 - March 2002
Prudential Securities May 1995 - June 2000
Prudential Securities October 1993 - May 1995
Skills
FINRA Licensed 7, 9,..., Microsoft Office 2007
Education
City University of New York-Hunter College 2009 — 2010
BA, Economics, Business, Finance, Investments
Borough of Manhattan Community College
AAS, Economics
Federal Reserve Bank of Boston September 2013 - Present
Federal Reserve Bank of Boston August 2012 - September 2013
Societe Generale June 2010 - August 2012
Morgan Stanley April 2009 - June 2010
Morgan Stanley October 2003 - April 2009
Merrill Lynch December 2002 - September 2003
Reuters venture April 2002 - October 2002
Lehman Brothers June 2000 - March 2002
Prudential Securities September 1999 - May 2000
Salomon Smith Barney February 1998 - February 1999
Skills
Operations Management, Risk Management, Operational Risk, FX Options, Fixed Income, Derivatives, Middle Office, Bloomberg, Trading, Options, Bonds, Foreign Exchange, Swaps, Series 7, Financial Markets, Series 63, Prime Brokerage, Financial Risk, Back Office, Capital Markets, Market Data, Operational Risk..., Market Risk, FX trading, Emerging Markets, Structured Products, Interest Rate..., Settlement, Trading Systems, SWIFT payments, Finance, Relationship Management, Currency, Financial Services, Valuation
Education
Suffolk University Law School 1997 — 1997
Binghamton University 1992 — 1996
Bachelor's degree, Economics
Morgan Stanley Wealth Management December 2013 - Present
RBC Capital Markets November 2011 - July 2012
citadel securities February 2010 - May 2011
Barclays Capital September 2008 - February 2010
Lehman Brothers February 2005 - September 2008
Morgan Stanley 1984 - 2005
Skills
Equity Derivatives, Hedge Funds, Wealth Management, Bonds, Trading, Portfolio Management, Options, Equities, Electronic Trading, Derivatives, Structured Finance, Strategy, Finance, Investments, Swaps
Education
Binghamton University 1978 — 1982
BS, Accounting
Canisius College 2009 - Present
Syracuse University 2004 - 2009
M&T Bank 2001 - 2004
Lehman Brothers 1996 - 2001
Price Waterhouse 1993 - 1996
Education
Syracuse University 2004 — 2009
Doctor of Philosophy (PhD), Management Information Systems
New York University 1996 — 2001
Master of Business Administration (MBA), Finance and Economics
State University of New York at Binghamton 1989 — 1993
Bachelor's degree, Accounting
Cone Health 1998 - Present
J & T Delivery Company 1993 - 1997
Lehman Brothers 1992 - December 1994
Skills
Outlook, Microsoft Word, Microsoft Excel, XP, Budgets, Windows, Software Documentation, Microsoft Office, Customer Service
Education
Sierra Leone Grammer School 1978 — 1984
Borough of Manhattan Community College
PECO Energy February 2011 - Present
Lehman Brothers March 1992 - September 2008
Skills
Financial Modeling, Business Analysis, Visio, Data Analysis, SDLC, Access, Requirements Gathering, Business Process..., Process Improvement, Analytics, Analysis, Quality Assurance, Requirements Analysis, Business Intelligence, Business Process
Education
Strayer University-Pennsylvania 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Borough of Manhattan Community College 1986 — 1989
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Lehman Brothers 2001 - 2009
Barclays Investment Bank July 1998 - February 2001
Skills
Account Reconciliation, International..., Accounts Receivable
Education
Borough of Manhattan Community College