Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Joaquin Escamille Joaquin Escamille's Lehman Brothers Experience March 2003 - October 2008
Job Vice President: Fixed Income Sales & Trading at The Williams Capital Group
Industry Financial Services
Experience
The Williams Capital Group April 2009 - Present
Lehman Brothers March 2003 - October 2008
JPMorgan Chase October 2001 - February 2003
Skills
Fixed Income
Education
Tufts University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Phillips Academy 1993 — 1997
High School diploma
The Williams Capital Group April 2009 - Present
Lehman Brothers March 2003 - October 2008
JPMorgan Chase October 2001 - February 2003
Skills
Fixed Income
Education
Tufts University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Phillips Academy 1993 — 1997
High School diploma
Gary Benerofe Gary Benerofe's Lehman Brothers Experience 1999 - 2002
Job mediaspa, Managing Partner
Industry Information Technology and Services
Experience
mediaspa September 2013 - Present
Benerofe Properties October 2006 - Present
mediaspa February 2013 - August 2013
EMI Music Marketing May 2005 - October 2006
Lehman Brothers 1999 - 2002
Skills
Strategy, Entrepreneurship, E-commerce, Mergers & Acquisitions, Start-ups, Digital Strategy, Business Strategy, Valuation, Management Consulting, Digital Marketing, Analytics, Venture Capital, SEO, Google Analytics, Web Design, Financial Modeling, Web Analytics, Web Marketing, Operations Management, Corporate Development, Consulting, User Experience, Lead Generation, Private Equity, Brand Development, Online Marketing, Online Advertising, Digital Media, Real Estate, Management, Mobile Technology
Education
Yale University 1995 — 1999
Economics, Economics & Architecture
University of California, Los Angeles - The Anderson School of Management 2003 — 2005
MBA, Finance, Real Estate & Digital Media
mediaspa September 2013 - Present
Benerofe Properties October 2006 - Present
mediaspa February 2013 - August 2013
EMI Music Marketing May 2005 - October 2006
Lehman Brothers 1999 - 2002
Skills
Strategy, Entrepreneurship, E-commerce, Mergers & Acquisitions, Start-ups, Digital Strategy, Business Strategy, Valuation, Management Consulting, Digital Marketing, Analytics, Venture Capital, SEO, Google Analytics, Web Design, Financial Modeling, Web Analytics, Web Marketing, Operations Management, Corporate Development, Consulting, User Experience, Lead Generation, Private Equity, Brand Development, Online Marketing, Online Advertising, Digital Media, Real Estate, Management, Mobile Technology
Education
Yale University 1995 — 1999
Economics, Economics & Architecture
University of California, Los Angeles - The Anderson School of Management 2003 — 2005
MBA, Finance, Real Estate & Digital Media
Dennis Kawachi Dennis Kawachi's Lehman Brothers Experience June 2003 - August 2003
Job Senior Vice President Corporate Development at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2014 - Present
Houlihan Lokey 2012 - 2013
Houlihan Lokey 2008 - 2012
Houlihan Lokey July 2004 - March 2008
Lehman Brothers June 2003 - August 2003
Training The Street July 2001 - August 2002
Merrill Lynch June 1998 - June 2001
Skills
Investment Banking, Mergers, Venture Capital, Mezzanine, Private Equity, Mergers & Acquisitions, Acquisitions, Strategy, Investments, Capital Raising, Valuation, M, Capital Markets, Sell Side, Restaurants, Restaurant Management, Buy-side, Corporate Finance, Financial Advisory, Leveraged Finance
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
University of the Witwatersrand 2003 — 2003
University of California, Los Angeles 1995 — 1998
BS, Business Economics/Accounting
Houlihan Lokey 2014 - Present
Houlihan Lokey 2012 - 2013
Houlihan Lokey 2008 - 2012
Houlihan Lokey July 2004 - March 2008
Lehman Brothers June 2003 - August 2003
Training The Street July 2001 - August 2002
Merrill Lynch June 1998 - June 2001
Skills
Investment Banking, Mergers, Venture Capital, Mezzanine, Private Equity, Mergers & Acquisitions, Acquisitions, Strategy, Investments, Capital Raising, Valuation, M, Capital Markets, Sell Side, Restaurants, Restaurant Management, Buy-side, Corporate Finance, Financial Advisory, Leveraged Finance
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
University of the Witwatersrand 2003 — 2003
University of California, Los Angeles 1995 — 1998
BS, Business Economics/Accounting
Scott Sherr Scott Sherr's Lehman Brothers Experience August 1994 - July 1997
Job Executive Vice President, Worldwide Theatrical Distribution & Marketing at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment March 2011 - Present
Sony Pictures Entertainment January 2006 - March 2011
Sony Pictures Entertainment March 2003 - January 2006
Sony Pictures Digital Entertainment/Movielink, LLC March 2000 - March 2003
Sony Pictures Entertainment July 1997 - March 2000
Lehman Brothers August 1994 - July 1997
Skills
Digital Distribution, Entertainment, Digital Media, Strategic Partnerships, New Media, Television, Licensing, Corporate Development, Film, Digital Strategy, Start-ups, Business Development, Mergers, Strategic Planning, Mergers & Acquisitions, Strategy, Marketing, Private Equity, Marketing Strategy
Education
Anderson School of Management 1999 — 2002
MBA
University of California, Berkeley 1990 — 1994
BA, Political Economy of Industrial Societies
Sony Pictures Entertainment March 2011 - Present
Sony Pictures Entertainment January 2006 - March 2011
Sony Pictures Entertainment March 2003 - January 2006
Sony Pictures Digital Entertainment/Movielink, LLC March 2000 - March 2003
Sony Pictures Entertainment July 1997 - March 2000
Lehman Brothers August 1994 - July 1997
Skills
Digital Distribution, Entertainment, Digital Media, Strategic Partnerships, New Media, Television, Licensing, Corporate Development, Film, Digital Strategy, Start-ups, Business Development, Mergers, Strategic Planning, Mergers & Acquisitions, Strategy, Marketing, Private Equity, Marketing Strategy
Education
Anderson School of Management 1999 — 2002
MBA
University of California, Berkeley 1990 — 1994
BA, Political Economy of Industrial Societies
Michael D Leung PMP's Lehman Brothers Experience October 2006 - September 2008
Job Program Manager | Project Manager at AIG
Industry Banking
Experience
AIG October 2013 - Present
RBC Capital Markets May 2011 - August 2013
RBC Capital Markets August 2010 - May 2011
Barclays September 2008 - August 2010
Lehman Brothers October 2006 - September 2008
Bloomberg LP January 2003 - October 2006
Morgan Stanley July 2001 - January 2003
Skills
Project Management, Business Analysis, Data Analysis, User Acceptance Testing, Business Requirements, Project Coordination, Visio, System Deployment, UAT coordination, Business Process..., SAP R/3, SAP BW, SAP Implementation, Bloomberg Terminal, Business Workflows, Business Writing, Data & Information..., Risk Analysis, Global Technology..., Technology Solutions, Internal Controls, MS Project, Analysis, Management, Cross-functional Team..., Risk Management, Microsoft Project
Education
University at Albany 1997 — 2001
Bachelor of Science (B.S.), Accounting and Business/Management
AIG October 2013 - Present
RBC Capital Markets May 2011 - August 2013
RBC Capital Markets August 2010 - May 2011
Barclays September 2008 - August 2010
Lehman Brothers October 2006 - September 2008
Bloomberg LP January 2003 - October 2006
Morgan Stanley July 2001 - January 2003
Skills
Project Management, Business Analysis, Data Analysis, User Acceptance Testing, Business Requirements, Project Coordination, Visio, System Deployment, UAT coordination, Business Process..., SAP R/3, SAP BW, SAP Implementation, Bloomberg Terminal, Business Workflows, Business Writing, Data & Information..., Risk Analysis, Global Technology..., Technology Solutions, Internal Controls, MS Project, Analysis, Management, Cross-functional Team..., Risk Management, Microsoft Project
Education
University at Albany 1997 — 2001
Bachelor of Science (B.S.), Accounting and Business/Management
Jeff Lipp Jeff Lipp's Lehman Brothers Experience 1992 - 1994
Job Technology Entrepreneur and Executive
Industry Information Services
Experience
The Kive Company August 2012 - Present
Amplify.la August 2012 - Present
Heartland Payment Systems November 2008 - June 2012
Chockstone, Inc. December 2001 - November 2008
Excite@Home June 1999 - May 2000
Pure Payments, Inc. July 1998 - May 1999
First Data Corporation 1994 - 1997
Lehman Brothers 1992 - 1994
Skills
Start-ups, Executive Management, Marketing Strategy, Business Strategy, Angel Investing, Sales Growth, Growth Management, New Business Development, Personal Development, Venture Capital, Strategy, Mergers & Acquisitions, Corporate Development, B2B, Mobile Applications, SaaS, E-commerce
Education
UCLA Anderson School of Management 1997 — 2002
MBA
Williams College 1988 — 1992
BA, Political Science
The Kive Company August 2012 - Present
Amplify.la August 2012 - Present
Heartland Payment Systems November 2008 - June 2012
Chockstone, Inc. December 2001 - November 2008
Excite@Home June 1999 - May 2000
Pure Payments, Inc. July 1998 - May 1999
First Data Corporation 1994 - 1997
Lehman Brothers 1992 - 1994
Skills
Start-ups, Executive Management, Marketing Strategy, Business Strategy, Angel Investing, Sales Growth, Growth Management, New Business Development, Personal Development, Venture Capital, Strategy, Mergers & Acquisitions, Corporate Development, B2B, Mobile Applications, SaaS, E-commerce
Education
UCLA Anderson School of Management 1997 — 2002
MBA
Williams College 1988 — 1992
BA, Political Science
Mike Alpert Mike Alpert's Lehman Brothers Experience 1993 - 1994
Job President & Managing Member, Boomerang Asset Management, LLC
Industry Venture Capital & Private Equity
Experience
Boomerang Asset Management, LLC 2009 - Present
E*Trade Financial Corporation 1999 - 2008
Merrill Lynch 1994 - 1996
Lehman Brothers 1993 - 1994
Skills
Integration, Business Planning, Corporate Development, Negotiation, Strategy, Management, Venture Capital, Mergers & Acquisitions, Executive Management, Financial Modeling, Strategic Planning, Due Diligence, Finance, Portfolio Management, Competitive Analysis, E-commerce, Mergers, Cross-functional Team..., Equities, New Business Development, Business Strategy, Strategic Partnerships, Investments, Asset Management, Leadership, Valuation, Private Equity
Education
Tulane University
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, (full-time)
Boomerang Asset Management, LLC 2009 - Present
E*Trade Financial Corporation 1999 - 2008
Merrill Lynch 1994 - 1996
Lehman Brothers 1993 - 1994
Skills
Integration, Business Planning, Corporate Development, Negotiation, Strategy, Management, Venture Capital, Mergers & Acquisitions, Executive Management, Financial Modeling, Strategic Planning, Due Diligence, Finance, Portfolio Management, Competitive Analysis, E-commerce, Mergers, Cross-functional Team..., Equities, New Business Development, Business Strategy, Strategic Partnerships, Investments, Asset Management, Leadership, Valuation, Private Equity
Education
Tulane University
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, (full-time)
Bryan Crane's Lehman Brothers Experience 2003 - 2007
Job Director of Acquisitions at Clarion Partners LLC
Industry Real Estate
Experience
Clarion Partners LLC August 2014 - Present
Artemis Real Estate Partners 2013 - 2014
Rockwood Capital 2010 - 2013
J.P. Morgan 2007 - 2010
Lehman Brothers 2003 - 2007
Skills
Real Estate Private..., Real Estate Investor, Real Estate Development, Real Estate Transactions, Real Estate Economics, Disposition, Real Estate Financing, Commercial Real Estate, Acquisitions, Valuation, Leases, Brokerage, Due Diligence, Dispositions
Education
UCLA Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance and Real Estate
University of Virginia 1995 — 1999
BA, Economics
Clarion Partners LLC August 2014 - Present
Artemis Real Estate Partners 2013 - 2014
Rockwood Capital 2010 - 2013
J.P. Morgan 2007 - 2010
Lehman Brothers 2003 - 2007
Skills
Real Estate Private..., Real Estate Investor, Real Estate Development, Real Estate Transactions, Real Estate Economics, Disposition, Real Estate Financing, Commercial Real Estate, Acquisitions, Valuation, Leases, Brokerage, Due Diligence, Dispositions
Education
UCLA Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance and Real Estate
University of Virginia 1995 — 1999
BA, Economics
Nancy Rodriguez Chin Nancy Rodriguez Chin's Lehman Brothers Experience April 2007 - September 2008
Job Investment Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2008 - Present
Lehman Brothers April 2007 - September 2008
Merrill Lynch November 2004 - March 2007
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance
University of Southern California 1999 — 2003
BA, Economics
UBS Wealth Management September 2008 - Present
Lehman Brothers April 2007 - September 2008
Merrill Lynch November 2004 - March 2007
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance
University of Southern California 1999 — 2003
BA, Economics
Richard Selim, CFA Richard Selim, CFA's Lehman Brothers Experience July 2000 - June 2003
Job Vice President, Assistant CFO, Cardno, Americas Region
Industry Oil & Energy
Experience
Cardno September 2014 - Present
CH2M HILL August 2008 - September 2014
The Shaw Group Inc. August 2005 - July 2008
Lehman Brothers July 2000 - June 2003
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Acquisitions, Financial Analysis, Corporate Strategy..., Corporate Development, Mergers, Strategy, Investments, Financial Markets, Analysis, Finance
Education
UCLA Anderson School of Management 2003 — 2005
MBA
University of Colorado Boulder 1996 — 2000
B.S.
Cardno September 2014 - Present
CH2M HILL August 2008 - September 2014
The Shaw Group Inc. August 2005 - July 2008
Lehman Brothers July 2000 - June 2003
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Acquisitions, Financial Analysis, Corporate Strategy..., Corporate Development, Mergers, Strategy, Investments, Financial Markets, Analysis, Finance
Education
UCLA Anderson School of Management 2003 — 2005
MBA
University of Colorado Boulder 1996 — 2000
B.S.
Yarot Lafontaine's Lehman Brothers Experience May 2008 - August 2008
Job Associate Attorney at Ferraiuoli LLC
Industry Law Practice
Experience
Ferraiuoli LLC October 2012 - Present
Ferraiuoli LLC August 2011 - August 2012
Ferraiuoli LLC June 2011 - August 2011
Operating Partners Co. December 2008 - July 2010
Lehman Brothers May 2008 - August 2008
Skills
Corporate Law, Legal Research, Legal Writing, Due Diligence, Corporate Finance, Mergers, Investments, Securities, Financial Research, Equity Research, Capital Markets, Equities, Portfolio Management, Equity Valuation, Financial Analysis, Financial Modeling, Text Editing, Law Journal, Mergers & Acquisitions
Education
University of Puerto Rico School of Law 2009 — 2012
Juris Doctor, Magna Cum Laude
University of Puerto Rico 2005 — 2008
BBA, Finance, Magna Cum Laude
Aspen Music Festival & School 2007 — 2007
Audio Recording Studies, Edgar Stanton Audio Recording Institute
Ferraiuoli LLC October 2012 - Present
Ferraiuoli LLC August 2011 - August 2012
Ferraiuoli LLC June 2011 - August 2011
Operating Partners Co. December 2008 - July 2010
Lehman Brothers May 2008 - August 2008
Skills
Corporate Law, Legal Research, Legal Writing, Due Diligence, Corporate Finance, Mergers, Investments, Securities, Financial Research, Equity Research, Capital Markets, Equities, Portfolio Management, Equity Valuation, Financial Analysis, Financial Modeling, Text Editing, Law Journal, Mergers & Acquisitions
Education
University of Puerto Rico School of Law 2009 — 2012
Juris Doctor, Magna Cum Laude
University of Puerto Rico 2005 — 2008
BBA, Finance, Magna Cum Laude
Aspen Music Festival & School 2007 — 2007
Audio Recording Studies, Edgar Stanton Audio Recording Institute
Jose V Nunez Zuleta's Lehman Brothers Experience March 2005 - October 2008
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital October 2008 - Present
Lehman Brothers March 2005 - October 2008
RiskSpan (Formerly Newbreak LLC) January 2001 - February 2005
Diario El Universal January 1998 - November 2001
University of the Andes, Venezuela 1996 - 1998
Skills
Java, Swing, Perl, Linux, Bash, Python, MySQL, Unix, PostgreSQL, Network Security, Security, Solaris, Software Development, UML, XML, SDLC, System Administration, Programming, Shell Scripting, Sybase, Open Source, Databases, Distributed Systems, Java Enterprise Edition, Jython, Multithreading, Object Oriented Design, Operating Systems, SQL, Servers, Test Driven Development, Tomcat, Troubleshooting, Unix Shell Scripting
Education
Universidad de los Andes (VE) 1995 — 1998
Engineer, System Engineer
Barclays Capital October 2008 - Present
Lehman Brothers March 2005 - October 2008
RiskSpan (Formerly Newbreak LLC) January 2001 - February 2005
Diario El Universal January 1998 - November 2001
University of the Andes, Venezuela 1996 - 1998
Skills
Java, Swing, Perl, Linux, Bash, Python, MySQL, Unix, PostgreSQL, Network Security, Security, Solaris, Software Development, UML, XML, SDLC, System Administration, Programming, Shell Scripting, Sybase, Open Source, Databases, Distributed Systems, Java Enterprise Edition, Jython, Multithreading, Object Oriented Design, Operating Systems, SQL, Servers, Test Driven Development, Tomcat, Troubleshooting, Unix Shell Scripting
Education
Universidad de los Andes (VE) 1995 — 1998
Engineer, System Engineer
Jennifer Stoody Jennifer Stoody's Lehman Brothers Experience 2006 - 2008
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Consulting 2014 - 2014
Credit Suisse Private Bank 2008 - 2014
Lehman Brothers 2006 - 2008
Citibank Private Bank 2001 - 2006
Deutsche Bank Private Bank 1997 - 2001
Skills
Project Portfolio..., Change Management, Project Management, Product Management, Business Strategy, Management, Financial Services, Banking, Wealth Management, Program Management, Process Engineering, Business Process..., Business Process Mapping, Relationship Management, SDLC, CRM
Education
Hofstra University Frank G. Zarb School of Business
Masters of Business Administration, Banking and Finance
State University of New York at Albany
Bachelor of Science, Mathematics
Wells Fargo 2014 - Present
Consulting 2014 - 2014
Credit Suisse Private Bank 2008 - 2014
Lehman Brothers 2006 - 2008
Citibank Private Bank 2001 - 2006
Deutsche Bank Private Bank 1997 - 2001
Skills
Project Portfolio..., Change Management, Project Management, Product Management, Business Strategy, Management, Financial Services, Banking, Wealth Management, Program Management, Process Engineering, Business Process..., Business Process Mapping, Relationship Management, SDLC, CRM
Education
Hofstra University Frank G. Zarb School of Business
Masters of Business Administration, Banking and Finance
State University of New York at Albany
Bachelor of Science, Mathematics
Roger Chen Roger Chen's Lehman Brothers Experience February 2010 - June 2010
Job Hedge Fund Associate at Crosslink Capital
Industry Financial Services
Experience
Crosslink Capital July 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Goldman Sachs June 2010 - August 2010
Lehman Brothers February 2010 - June 2010
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Equity Research, DCF, Corporate Finance, Finance, Capital Markets, Equities
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
B.Sc., Finance, International Business, Creative Writing
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Exchange Student, Finance & International Business
Crosslink Capital July 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Goldman Sachs June 2010 - August 2010
Lehman Brothers February 2010 - June 2010
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Equity Research, DCF, Corporate Finance, Finance, Capital Markets, Equities
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
B.Sc., Finance, International Business, Creative Writing
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Exchange Student, Finance & International Business
Olivia Bertolaso's Lehman Brothers Experience June 2008 - September 2008
Job Consultant at The World Bank
Industry International Affairs
Experience
The World Bank May 2011 - Present
Unicredit Private Banking April 2011 - May 2011
KPMG Advisory January 2010 - January 2011
Lehman Brothers June 2008 - September 2008
World Health Organization June 2004 - September 2004
Skills
Stata, Financial Modeling, Economics, Corporate Finance, Econometrics, Valuation, Financial Analysis, Macroeconomics, Bloomberg, International..., Due diligence, Due Diligence
Education
Università Commerciale 'Luigi Bocconi' 2006 — 2009
Master of Science, Economics, Management
Università Commerciale 'Luigi Bocconi' 2003 — 2006
Bachelor Degree, International Economics
The World Bank May 2011 - Present
Unicredit Private Banking April 2011 - May 2011
KPMG Advisory January 2010 - January 2011
Lehman Brothers June 2008 - September 2008
World Health Organization June 2004 - September 2004
Skills
Stata, Financial Modeling, Economics, Corporate Finance, Econometrics, Valuation, Financial Analysis, Macroeconomics, Bloomberg, International..., Due diligence, Due Diligence
Education
Università Commerciale 'Luigi Bocconi' 2006 — 2009
Master of Science, Economics, Management
Università Commerciale 'Luigi Bocconi' 2003 — 2006
Bachelor Degree, International Economics
Raj Parikh Raj Parikh's Lehman Brothers Experience May 2008 - August 2008
Job Cofounder & CEO at Fête
Industry Internet
Experience
Genstar Capital July 2011 - September 2013
Evercore Partners July 2009 - June 2011
The Lazy Grocer September 2007 - May 2009
Lehman Brothers May 2008 - August 2008
Thomson Financial May 2007 - August 2007
Skills
Private Equity, Capital IQ, Equity Research, Financial Modeling, Mergers, LBO, Equities, Corporate Development, Due Diligence, Emerging Markets, Valuation, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg, Venture Capital, Investments, Financial Analysis, M&A experience, Mergers & Acquisitions, DCF
Education
University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, Management
Universidad de Alicante 2006 — 2006
North Gwinnett High School 2001 — 2005
High School
Genstar Capital July 2011 - September 2013
Evercore Partners July 2009 - June 2011
The Lazy Grocer September 2007 - May 2009
Lehman Brothers May 2008 - August 2008
Thomson Financial May 2007 - August 2007
Skills
Private Equity, Capital IQ, Equity Research, Financial Modeling, Mergers, LBO, Equities, Corporate Development, Due Diligence, Emerging Markets, Valuation, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg, Venture Capital, Investments, Financial Analysis, M&A experience, Mergers & Acquisitions, DCF
Education
University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, Management
Universidad de Alicante 2006 — 2006
North Gwinnett High School 2001 — 2005
High School
David Kohl David Kohl's Lehman Brothers Experience 1993 - 1995
Job CEO at Morgan Digital Ventures LLC
Industry Management Consulting
Experience
Morgan Digital Ventures LLC December 2014 - Present
Ernst & Young LLP July 2010 - December 2014
PricewaterhouseCoopers LLP September 1997 - August 2010
Eisner LLP 1995 - 1997
Lehman Brothers 1993 - 1995
KPMG Advisory 1991 - 1993
Skills
Media & Entertainment, Performance Improvement, New Business Development, Management Consulting, Professional Services, Strategy Development, Business Process..., Business Strategy, Advertising, Online Advertising, Leadership, E-commerce, Strategy, Program Management, Entrepreneurship, Start-ups, Business Development, Management, Mergers & Acquisitions, Consulting, Digital Media, Strategic Partnerships
Education
Union College 1987 — 1991
BS, Computer Science and Psychology
Morgan Digital Ventures LLC December 2014 - Present
Ernst & Young LLP July 2010 - December 2014
PricewaterhouseCoopers LLP September 1997 - August 2010
Eisner LLP 1995 - 1997
Lehman Brothers 1993 - 1995
KPMG Advisory 1991 - 1993
Skills
Media & Entertainment, Performance Improvement, New Business Development, Management Consulting, Professional Services, Strategy Development, Business Process..., Business Strategy, Advertising, Online Advertising, Leadership, E-commerce, Strategy, Program Management, Entrepreneurship, Start-ups, Business Development, Management, Mergers & Acquisitions, Consulting, Digital Media, Strategic Partnerships
Education
Union College 1987 — 1991
BS, Computer Science and Psychology
Alexandra Solimano Alexandra Solimano's Lehman Brothers Experience January 2008 - January 2008
Job Assistant Vice President Global Markets Solutions Development
Industry Financial Services
Experience
State Street October 2014 - Present
State Street February 2014 - October 2014
State Street January 2012 - February 2014
State Street January 2011 - February 2012
State Street Bank September 2010 - December 2010
State Street Bank June 2010 - August 2010
Lehman Brothers January 2008 - January 2008
Skills
Strategy, Financial Services, Portfolio Management, Business Transformation, Financial Analysis, Business Analysis, Contract Management, Asset Management, Capital Markets
Education
Wellesley College 2006 — 2010
B.A., Economics, Italian Studies
University of Bologna 2009 — 2009
Art History, History
State Street October 2014 - Present
State Street February 2014 - October 2014
State Street January 2012 - February 2014
State Street January 2011 - February 2012
State Street Bank September 2010 - December 2010
State Street Bank June 2010 - August 2010
Lehman Brothers January 2008 - January 2008
Skills
Strategy, Financial Services, Portfolio Management, Business Transformation, Financial Analysis, Business Analysis, Contract Management, Asset Management, Capital Markets
Education
Wellesley College 2006 — 2010
B.A., Economics, Italian Studies
University of Bologna 2009 — 2009
Art History, History
Patty Manko's Lehman Brothers Experience 1982 - 1990
Job Chief Marketing Officer, Shepherd Financial Partners Author, And Speaking of Money
Industry Financial Services
Experience
And Speaking of Money 2014 - Present
Shepherd Financial Partners September 2010 - Present
Lehman Brothers 1982 - 1990
Skills
Blogging, Securities, Website Development, Marketing Media, Digital Marketing, Public Relations, HubSpot, Social Media Integration, Website Creation, Financial Services, Financial Markets
Education
NYU Stern School of Business
MBA, Finance
State University of New York at Albany
BS, Mathematics
And Speaking of Money 2014 - Present
Shepherd Financial Partners September 2010 - Present
Lehman Brothers 1982 - 1990
Skills
Blogging, Securities, Website Development, Marketing Media, Digital Marketing, Public Relations, HubSpot, Social Media Integration, Website Creation, Financial Services, Financial Markets
Education
NYU Stern School of Business
MBA, Finance
State University of New York at Albany
BS, Mathematics
Heather Rich, CAIA Heather Rich, CAIA's Lehman Brothers Experience May 2006 - August 2006
Job Director, Investment Counselor Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank August 2007 - Present
Lehman Brothers May 2006 - August 2006
Atlantic Trust August 2002 - July 2005
Skills
Alternative Investments, Portfolio Management, Investments, Hedge Funds, Private Equity, Asset Allocation, Investment Banking, Due Diligence, Financial Analysis, Risk Management, Banking, Structured Products, Private Banking, High Net Worth..., Real Estate, Management, Quantitative Analytics, Capital, Equities, Fixed Income
Education
University of North Carolina at Chapel Hill 2005 — 2007
MBA, Finance
Tufts University 1998 — 2002
BA, Economics, German
Citi Private Bank August 2007 - Present
Lehman Brothers May 2006 - August 2006
Atlantic Trust August 2002 - July 2005
Skills
Alternative Investments, Portfolio Management, Investments, Hedge Funds, Private Equity, Asset Allocation, Investment Banking, Due Diligence, Financial Analysis, Risk Management, Banking, Structured Products, Private Banking, High Net Worth..., Real Estate, Management, Quantitative Analytics, Capital, Equities, Fixed Income
Education
University of North Carolina at Chapel Hill 2005 — 2007
MBA, Finance
Tufts University 1998 — 2002
BA, Economics, German
Monique Peters Monique Peters's Lehman Brothers Experience July 2002 - January 2003
Job Assistant Vice President at Jefferies
Industry Capital Markets
Experience
Jefferies January 2014 - Present
IXIS Securities January 2003 - January 2005
Lehman Brothers July 2002 - January 2003
Credit Suisse April 2001 - June 2002
Prudential Securities April 1997 - March 2001
Skills
Capital Markets, Direct Sales, Sales Presentations, Financial Markets, Options, Trading
Education
Universidade Presbiteriana Mackenzie 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Graded 1992 — 1994
Mater Dei
Jefferies January 2014 - Present
IXIS Securities January 2003 - January 2005
Lehman Brothers July 2002 - January 2003
Credit Suisse April 2001 - June 2002
Prudential Securities April 1997 - March 2001
Skills
Capital Markets, Direct Sales, Sales Presentations, Financial Markets, Options, Trading
Education
Universidade Presbiteriana Mackenzie 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Graded 1992 — 1994
Mater Dei
Hali Ganbold's Lehman Brothers Experience July 2007 - September 2008
Job Director, Market Strategy at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2015 - Present
Voya Financial November 2013 - June 2015
Salient Partners January 2013 - September 2013
Marathon Asset Management September 2008 - December 2012
Marathon Asset Management September 2008 - April 2011
Lehman Brothers July 2007 - September 2008
Harvard University July 2006 - July 2007
Education
New York University - Leonard N. Stern School of Business 2008 — 2008
Graduate Level Accounting and Finance Courses
Tufts University 2002 — 2006
B.A.
Universidad Complutense de Madrid 2004 — 2005
Study Abroad
Voya Financial July 2015 - Present
Voya Financial November 2013 - June 2015
Salient Partners January 2013 - September 2013
Marathon Asset Management September 2008 - December 2012
Marathon Asset Management September 2008 - April 2011
Lehman Brothers July 2007 - September 2008
Harvard University July 2006 - July 2007
Education
New York University - Leonard N. Stern School of Business 2008 — 2008
Graduate Level Accounting and Finance Courses
Tufts University 2002 — 2006
B.A.
Universidad Complutense de Madrid 2004 — 2005
Study Abroad
Edward Neugeboren Edward Neugeboren's Lehman Brothers Experience 1998 - 2000
Job Managing Director & CoFounder, ArcLight Advisors
Industry Investment Banking
Experience
ArcLight Advisors May 2013 - Present
Ledgemont Capital Group 2004 - May 2013
Lehman Brothers 1998 - 2000
UBS 1995 - 1998
Dillon, Read & Co. 1995 - 1997
Kidder Peabody 1993 - 1995
Skills
Business Planning, Business Strategy, Corporate Development, Equity Research, Financial Modeling, Mergers, Mergers, Private Equity, Investment Banking, M, Start-ups, Strategic Planning, Investments, Valuation, Venture Capital, Strategy, Due Diligence, Emerging Markets
Education
Union College 1988 — 1992
Economics
Kent School
ArcLight Advisors May 2013 - Present
Ledgemont Capital Group 2004 - May 2013
Lehman Brothers 1998 - 2000
UBS 1995 - 1998
Dillon, Read & Co. 1995 - 1997
Kidder Peabody 1993 - 1995
Skills
Business Planning, Business Strategy, Corporate Development, Equity Research, Financial Modeling, Mergers, Mergers, Private Equity, Investment Banking, M, Start-ups, Strategic Planning, Investments, Valuation, Venture Capital, Strategy, Due Diligence, Emerging Markets
Education
Union College 1988 — 1992
Economics
Kent School
Guilherme Decca Guilherme Decca's Lehman Brothers Experience April 2008 - September 2008
Job President at Blue Helm Capital Management LP
Industry Investment Management
Experience
Blue Helm Capital Management LP December 2014 - Present
Nomura Securities July 2010 - December 2014
Standard Chartered October 2008 - July 2010
Lehman Brothers April 2008 - September 2008
Dresdner Kleinwort September 2001 - April 2008
Education
Universidade Presbiteriana Mackenzie 2002 — 2004
Risk Management
Universidade Presbiteriana Mackenzie 1996 — 2001
Bachelor's Degree, Business
Blue Helm Capital Management LP December 2014 - Present
Nomura Securities July 2010 - December 2014
Standard Chartered October 2008 - July 2010
Lehman Brothers April 2008 - September 2008
Dresdner Kleinwort September 2001 - April 2008
Education
Universidade Presbiteriana Mackenzie 2002 — 2004
Risk Management
Universidade Presbiteriana Mackenzie 1996 — 2001
Bachelor's Degree, Business
David Wachter David Wachter's Lehman Brothers Experience 1986 - 1990
Job Partner and Managing Director at W Capital Partners
Industry Venture Capital & Private Equity
Experience
W Capital Partners January 2001 - Present
Jefferies 1999 - 2001
Unterberg Towbin 1990 - 1999
Lehman Brothers 1986 - 1990
Skills
Private Equity, Investment Banking, Venture Capital, Alternative Investments, Due Diligence, Investments, Valuation, Mergers, Corporate Finance, Financial Modeling, Portfolio Management, Entrepreneurship, Financial Analysis, Business Strategy, Asset Managment, Start-ups, Asset Management, Corporate Development, Mergers & Acquisitions, LBO
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Tufts University 1981 — 1985
1985, Engineering with major in computer science and applied mathematics
W Capital Partners January 2001 - Present
Jefferies 1999 - 2001
Unterberg Towbin 1990 - 1999
Lehman Brothers 1986 - 1990
Skills
Private Equity, Investment Banking, Venture Capital, Alternative Investments, Due Diligence, Investments, Valuation, Mergers, Corporate Finance, Financial Modeling, Portfolio Management, Entrepreneurship, Financial Analysis, Business Strategy, Asset Managment, Start-ups, Asset Management, Corporate Development, Mergers & Acquisitions, LBO
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Tufts University 1981 — 1985
1985, Engineering with major in computer science and applied mathematics
Brandon Neufeld's Lehman Brothers Experience May 2007 - August 2007
Job Taxi Medallion Associate Broker at Westway Medallion Sales Inc.
Industry Financial Services
Experience
Westway Medallion Sales Inc. March 2011 - Present
Greenwich Associates June 2009 - April 2011
Crossroads Films May 2008 - August 2008
Lehman Brothers May 2007 - August 2007
Skills
Finance, Analysis, Valuation, Marketing, Management, Microsoft Excel
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Universidad de Sevilla
Westway Medallion Sales Inc. March 2011 - Present
Greenwich Associates June 2009 - April 2011
Crossroads Films May 2008 - August 2008
Lehman Brothers May 2007 - August 2007
Skills
Finance, Analysis, Valuation, Marketing, Management, Microsoft Excel
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Universidad de Sevilla
Gary Mandelblatt's Lehman Brothers Experience October 2008 - December 2009
Job Chief Risk Officer, Nomura Holdings America
Industry Financial Services
Experience
Nomura December 2009 - Present
Lehman Brothers October 2008 - December 2009
Lehman Brothers (in Administration) 2008 - 2009
Lehman Brothers 2006 - 2008
Lehman Brothers, New York 2006 - 2008
Education
Tulane University 1979 — 1983
BSM, Dual Major: Business & Economics
Nomura December 2009 - Present
Lehman Brothers October 2008 - December 2009
Lehman Brothers (in Administration) 2008 - 2009
Lehman Brothers 2006 - 2008
Lehman Brothers, New York 2006 - 2008
Education
Tulane University 1979 — 1983
BSM, Dual Major: Business & Economics
Brendan Hanley, CFA Brendan Hanley, CFA's Lehman Brothers Experience June 2008 - August 2008
Job Credit Research Consultant at PIMCO
Industry Financial Services
Experience
PIMCO December 2014 - Present
MUFG Americas September 2014 - November 2014
Bank of America August 2010 - August 2014
UCLA September 2008 - August 2010
Lehman Brothers June 2008 - August 2008
UCLA October 2004 - June 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Credit Analysis, High Yield, Fixed Income, Capital Markets, Financial Statement..., Excel, SQL, Bloomberg, Spanish, Emerging Markets, Latin America, Equities, Stress Testing, Regulatory Reporting, Capital IQ, Essbase, Hyperion Planning, Thomson One, Mortgage, Industry Analysis, Budgeting, Financial Planning, Portfolio Management, Budgets, Strategic Financial..., Microsoft Excel, Competitive Analysis, Strategy, Analysis, Asset Management, Equity Research, Corporate Finance, Investments, Investment Banking, Private Equity, Derivatives, Mutual Funds, Hedge Funds, Due Diligence, Mortgage Lending, Management, Finance, Analytics, Leadership, Business Strategy, Project Management
Education
CFA Institute
CFA Charter, Finance
UCLA Anderson School of Management 2006 — 2009
MBA, Finance
University of California, Los Angeles 1998 — 2001
B.A., Political Science, Business Administration Minor
PIMCO December 2014 - Present
MUFG Americas September 2014 - November 2014
Bank of America August 2010 - August 2014
UCLA September 2008 - August 2010
Lehman Brothers June 2008 - August 2008
UCLA October 2004 - June 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Credit Analysis, High Yield, Fixed Income, Capital Markets, Financial Statement..., Excel, SQL, Bloomberg, Spanish, Emerging Markets, Latin America, Equities, Stress Testing, Regulatory Reporting, Capital IQ, Essbase, Hyperion Planning, Thomson One, Mortgage, Industry Analysis, Budgeting, Financial Planning, Portfolio Management, Budgets, Strategic Financial..., Microsoft Excel, Competitive Analysis, Strategy, Analysis, Asset Management, Equity Research, Corporate Finance, Investments, Investment Banking, Private Equity, Derivatives, Mutual Funds, Hedge Funds, Due Diligence, Mortgage Lending, Management, Finance, Analytics, Leadership, Business Strategy, Project Management
Education
CFA Institute
CFA Charter, Finance
UCLA Anderson School of Management 2006 — 2009
MBA, Finance
University of California, Los Angeles 1998 — 2001
B.A., Political Science, Business Administration Minor
Martine Trink Rubenstein Martine Trink Rubenstein's Lehman Brothers Experience 1984 - 1994
Job CEO, NIMBLdesign
Industry Consumer Goods
Experience
NIMBLdesign January 2013 - Present
Lehman Brothers 1984 - 1994
Education
Université Paris-Sorbonne, Sciences Po, Harvard AMP
NIMBLdesign January 2013 - Present
Lehman Brothers 1984 - 1994
Education
Université Paris-Sorbonne, Sciences Po, Harvard AMP
James T.C. Moore James T.C. Moore's Lehman Brothers Experience August 1995 - September 1998
Job Video Product Management and Marketing at Time Warner Cable Business Class
Industry Broadcast Media
Experience
Time Warner Cable Business Class May 2012 - Present
Cablevision October 2006 - May 2012
DISH Network January 2004 - October 2006
Planet Payment October 2000 - January 2004
American Express June 1999 - October 2000
Lehman Brothers August 1995 - September 1998
AIG July 1993 - August 1995
Skills
Product Management, Strategy, Marketing, Business Development, Management, Leadership, Strategic Partnerships, Marketing Strategy, Digital Media, New Business Development, Strategic Planning, Product Marketing, Account Management, Business Strategy, Sales Management, Competitive Analysis, Contract Negotiation, Start-ups, Digital Marketing, P&L Management, VOD, Telecommunications, Social Media Marketing, Integrated Marketing, Product Development, Cross-functional Team..., CRM, Salesforce.com, Lead Generation, Direct Sales, Digital Strategy, B2B, Direct Marketing, Marketing Management, Online Advertising, Mobile Devices, Customer Retention, Analytics, E-commerce, Advertising, Mobile Marketing, Online Marketing, Market Planning
Education
Union College 1998 — 1999
MBA, International Management
Union College 1989 — 1993
BA, Political Science
Arlington High School 1988 — 1989
Suffield Academy 1988 — 1989
Time Warner Cable Business Class May 2012 - Present
Cablevision October 2006 - May 2012
DISH Network January 2004 - October 2006
Planet Payment October 2000 - January 2004
American Express June 1999 - October 2000
Lehman Brothers August 1995 - September 1998
AIG July 1993 - August 1995
Skills
Product Management, Strategy, Marketing, Business Development, Management, Leadership, Strategic Partnerships, Marketing Strategy, Digital Media, New Business Development, Strategic Planning, Product Marketing, Account Management, Business Strategy, Sales Management, Competitive Analysis, Contract Negotiation, Start-ups, Digital Marketing, P&L Management, VOD, Telecommunications, Social Media Marketing, Integrated Marketing, Product Development, Cross-functional Team..., CRM, Salesforce.com, Lead Generation, Direct Sales, Digital Strategy, B2B, Direct Marketing, Marketing Management, Online Advertising, Mobile Devices, Customer Retention, Analytics, E-commerce, Advertising, Mobile Marketing, Online Marketing, Market Planning
Education
Union College 1998 — 1999
MBA, International Management
Union College 1989 — 1993
BA, Political Science
Arlington High School 1988 — 1989
Suffield Academy 1988 — 1989
Patrick McKeever's Lehman Brothers Experience 1989 - 1995
Job Manufacturers' Representative
Industry Wholesale
Experience
Durrie Sales September 1995 - Present
Lehman Brothers 1989 - 1995
Skills
Sales, Manufacturing, Sales Management, New Business Development, Account Management, Strategic Planning, Product Development, Negotiation, Sales Operations, B2B, Marketing Strategy, Team Building, Key Account Management, Contract Negotiation, Selling, Forecasting, Industrial Distribution, Pricing, Direct Sales, Marketing, Cold Calling, Sales Process, Customer Service, Purchasing, Inventory Management, International Sales, Trade Shows, Competitive Analysis, Product Marketing, P&L Management, Solution Selling, Key Account Development, Product Management, Sales Presentations
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
Bachelor's degree, Management
New Trier Township High School 1981 — 1985
Durrie Sales September 1995 - Present
Lehman Brothers 1989 - 1995
Skills
Sales, Manufacturing, Sales Management, New Business Development, Account Management, Strategic Planning, Product Development, Negotiation, Sales Operations, B2B, Marketing Strategy, Team Building, Key Account Management, Contract Negotiation, Selling, Forecasting, Industrial Distribution, Pricing, Direct Sales, Marketing, Cold Calling, Sales Process, Customer Service, Purchasing, Inventory Management, International Sales, Trade Shows, Competitive Analysis, Product Marketing, P&L Management, Solution Selling, Key Account Development, Product Management, Sales Presentations
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
Bachelor's degree, Management
New Trier Township High School 1981 — 1985
Christopher Del Moral-Niles, CFA Christopher Del Moral-Niles, CFA's Lehman Brothers Experience May 1999 - May 2003
Job Chief Financial Officer, Associated BancCorp
Industry Banking
Experience
Associated Bank July 2010 - Present
First American Financial Corporation August 2006 - July 2010
Union Bank May 2003 - August 2006
Lehman Brothers May 1999 - May 2003
Merrill Lynch 1993 - 1999
Donaldson, Lufkin & Jenrette January 1990 - February 1991
Skills
Investments, Banking, Funding, Mergers, Capital Markets, Corporate Finance, Finance, Valuation, Series 7, Financial Services, Asset Management, Portfolio Management, Loans, Insurance, Management, Mergers & Acquisitions, Credit, Due Diligence, Treasury Management, Financial Analysis, Financial Modeling, Risk Management, Cash Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2010
MBA, UCLA-NUS Global Executive Program
Institute of Chartered Financial Analysts 1993 — 1995
CFA, Investments & Finance
University of California, Berkeley 1989 — 1993
Bachelors, Economics
Associated Bank July 2010 - Present
First American Financial Corporation August 2006 - July 2010
Union Bank May 2003 - August 2006
Lehman Brothers May 1999 - May 2003
Merrill Lynch 1993 - 1999
Donaldson, Lufkin & Jenrette January 1990 - February 1991
Skills
Investments, Banking, Funding, Mergers, Capital Markets, Corporate Finance, Finance, Valuation, Series 7, Financial Services, Asset Management, Portfolio Management, Loans, Insurance, Management, Mergers & Acquisitions, Credit, Due Diligence, Treasury Management, Financial Analysis, Financial Modeling, Risk Management, Cash Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2010
MBA, UCLA-NUS Global Executive Program
Institute of Chartered Financial Analysts 1993 — 1995
CFA, Investments & Finance
University of California, Berkeley 1989 — 1993
Bachelors, Economics
Ray Higgins Ray Higgins's Lehman Brothers Experience October 1992 - April 1995
Job Chief Executive Officer
Industry Financial Services
Experience
Higgins Capital Management, Inc. April 1995 - Present
Lehman Brothers October 1992 - April 1995
Merrill Lynch December 1983 - October 1992
U.S.Navy 1972 - 1984
Skills
Asset Managment, Business Planning, Business Strategy, Estate Planning, Exit Strategies, Liquidity Events, Portfolio Management, Strategic Planning, Tax Strategies, Venture Capital, Wealth Management..., Public Speaking, Investments, Strategy, Asset Management, New Business Development, Business Development, Leadership, Tax, Trading, Small Business, Entrepreneurship, Start-ups, Executive Management, Financial Services, Due Diligence, Strategic Partnerships, Private Equity, Strategic Financial..., Finance, Risk Management, Financial Risk, Financial Analysis
Education
United States Naval Academy 1973 — 1977
Higgins Capital Management, Inc. April 1995 - Present
Lehman Brothers October 1992 - April 1995
Merrill Lynch December 1983 - October 1992
U.S.Navy 1972 - 1984
Skills
Asset Managment, Business Planning, Business Strategy, Estate Planning, Exit Strategies, Liquidity Events, Portfolio Management, Strategic Planning, Tax Strategies, Venture Capital, Wealth Management..., Public Speaking, Investments, Strategy, Asset Management, New Business Development, Business Development, Leadership, Tax, Trading, Small Business, Entrepreneurship, Start-ups, Executive Management, Financial Services, Due Diligence, Strategic Partnerships, Private Equity, Strategic Financial..., Finance, Risk Management, Financial Risk, Financial Analysis
Education
United States Naval Academy 1973 — 1977
Daniel Rubin's Lehman Brothers Experience 2004 - 2006
Job Managing Director & COO / CFO at Halpern Real Estate Ventures
Industry Real Estate
Experience
Halpern Real Estate Ventures 2014 - Present
Silverkey Capital 2011 - 2014
Rosen Partners 2012 - 2013
EdgeRock Realty Advisors 2010 - 2011
JEN Partners 2006 - 2010
Lehman Brothers 2004 - 2006
Deloitte & Touche 1997 - 2002
Skills
Private Equity, Real Estate, Investment Banking, Restructuring, Real Estate Investment, Capital Markets, Valuation, Due Diligence, Corporate Finance, Financial Modeling, Growth Capital, LBO, Principal Investing, M&A execution
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Ecole Superieure des Affaires 1996 — 1997
MS, Finance
Université Paris Dauphine 1991 — 1995
BS, Accounting
Halpern Real Estate Ventures 2014 - Present
Silverkey Capital 2011 - 2014
Rosen Partners 2012 - 2013
EdgeRock Realty Advisors 2010 - 2011
JEN Partners 2006 - 2010
Lehman Brothers 2004 - 2006
Deloitte & Touche 1997 - 2002
Skills
Private Equity, Real Estate, Investment Banking, Restructuring, Real Estate Investment, Capital Markets, Valuation, Due Diligence, Corporate Finance, Financial Modeling, Growth Capital, LBO, Principal Investing, M&A execution
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Ecole Superieure des Affaires 1996 — 1997
MS, Finance
Université Paris Dauphine 1991 — 1995
BS, Accounting
Eric Shaw Eric Shaw's Lehman Brothers Experience August 2001 - January 2006
Job
Industry Financial Services
Experience
OneWest Bank March 2009 - Present
Indymac Bank February 2006 - November 2009
Lehman Brothers August 2001 - January 2006
Rain Bird 1996 - 2000
Management Recruiter of Burbank 1994 - 1996
Skills
Portfolio Management, Capital Markets, Fixed Income, Asset Management, MBS, Asset Managment, Customer Service, Sales, Customer Relations, Investment Banking, Loans, Derivatives, Mortgage Lending, Credit Analysis, Structured Finance, Investments, Risk Management, Valuation, Bloomberg, Credit, Alternative Investments, Hedge Funds, Securities, Financial Structuring, Financial Modeling, Structured Products, Credit Risk, Securitization, Bonds, Trading, ABS
Education
UCLA Anderson School of Management 1998 — 2001
MBA, Finance
Wake Forest University 1988 — 1992
BA, Political Science/English
2016 Level II Candidate in the CFA Program
OneWest Bank March 2009 - Present
Indymac Bank February 2006 - November 2009
Lehman Brothers August 2001 - January 2006
Rain Bird 1996 - 2000
Management Recruiter of Burbank 1994 - 1996
Skills
Portfolio Management, Capital Markets, Fixed Income, Asset Management, MBS, Asset Managment, Customer Service, Sales, Customer Relations, Investment Banking, Loans, Derivatives, Mortgage Lending, Credit Analysis, Structured Finance, Investments, Risk Management, Valuation, Bloomberg, Credit, Alternative Investments, Hedge Funds, Securities, Financial Structuring, Financial Modeling, Structured Products, Credit Risk, Securitization, Bonds, Trading, ABS
Education
UCLA Anderson School of Management 1998 — 2001
MBA, Finance
Wake Forest University 1988 — 1992
BA, Political Science/English
2016 Level II Candidate in the CFA Program
Anthony Noto Anthony Noto's Lehman Brothers Experience 1998 - 1999
Job Twitter CFO
Industry Internet
Experience
Twitter July 2014 - Present
Goldman Sachs October 2010 - July 2014
National Football League February 2008 - October 2010
Goldman Sachs 1999 - 2008
Lehman Brothers 1998 - 1999
Kraft Foods 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Business
United States Military Academy at West Point 1987 — 1991
BS, Engineering
Twitter July 2014 - Present
Goldman Sachs October 2010 - July 2014
National Football League February 2008 - October 2010
Goldman Sachs 1999 - 2008
Lehman Brothers 1998 - 1999
Kraft Foods 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Business
United States Military Academy at West Point 1987 — 1991
BS, Engineering
Irina Kogan, CFA Irina Kogan, CFA's Lehman Brothers Experience 2006 - 2008
Job
Industry Financial Services
Experience
ARTIO GLOBAL July 2011 - May 2013
ARTIO GLOBAL October 2009 - June 2011
Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2005
Lehman Brothers 2000 - 2004
Skills
Fixed Income, Investments, Mutual Funds, Product Management, Project Management, Asset Managment, Asset Management, Portfolio Management, Bonds, Financial Services, Bloomberg, Alternative Investments, Derivatives, Capital Markets, Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Tufts University 1996 — 2000
BS
ARTIO GLOBAL July 2011 - May 2013
ARTIO GLOBAL October 2009 - June 2011
Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2005
Lehman Brothers 2000 - 2004
Skills
Fixed Income, Investments, Mutual Funds, Product Management, Project Management, Asset Managment, Asset Management, Portfolio Management, Bonds, Financial Services, Bloomberg, Alternative Investments, Derivatives, Capital Markets, Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Tufts University 1996 — 2000
BS
Cathlene Campbell's Lehman Brothers Experience 1991 - 1994
Job Paralegal at Miller Zeiderman Wiederkehr & Schwarz
Industry Financial Services
Experience
Miller Zeiderman Wiederkehr & Schwarz April 2015 - Present
Circle Advisers, Inc. January 2008 - Present
Alimonti Law Office March 2011 - March 2015
Bedford Village Parent Association 2002 - 2004
McMahon Securities 1994 - 1995
Lehman Brothers 1991 - 1994
PaineWebber 1989 - 1991
Skills
Microsoft Office, Contract Negotiation, Marketing, Negotiation, Management, Microsoft Excel, Research, Event Planning, Due Diligence, Strategic Planning, Microsoft Word, Finance
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
BSM, Management - Concentration in Finance
Miller Zeiderman Wiederkehr & Schwarz April 2015 - Present
Circle Advisers, Inc. January 2008 - Present
Alimonti Law Office March 2011 - March 2015
Bedford Village Parent Association 2002 - 2004
McMahon Securities 1994 - 1995
Lehman Brothers 1991 - 1994
PaineWebber 1989 - 1991
Skills
Microsoft Office, Contract Negotiation, Marketing, Negotiation, Management, Microsoft Excel, Research, Event Planning, Due Diligence, Strategic Planning, Microsoft Word, Finance
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
BSM, Management - Concentration in Finance
Heather Rosenberg Buch Heather Rosenberg Buch's Lehman Brothers Experience 2006 - 2008
Job Strategy, Finance, Technology
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab 2012 - March 2015
Barclays Capital (formerly Lehman Brothers) 2011 - 2012
Charles Schwab 2009 - 2011
Lehman Brothers 2006 - 2008
Lehman Brothers June 2005 - August 2005
iPass, Inc. 2004 - 2004
UUNET, a WorldCom Co. 1999 - 2002
Skills
Strategy, Strategic Partnerships, Enterprise Software, Investments, Financial Modeling, Management, Mergers & Acquisitions, Valuation, Mergers, Financial Analysis, Equities, Portfolio Management, Security, IPO, Start-ups, Contract Negotiation, Sales Operations, Corporate Development, Due Diligence, Corporate Finance
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Finance, Strategy
University of California, Los Angeles
B.A., B.A., International Development, Geography
Charles Schwab March 2015 - Present
Charles Schwab 2012 - March 2015
Barclays Capital (formerly Lehman Brothers) 2011 - 2012
Charles Schwab 2009 - 2011
Lehman Brothers 2006 - 2008
Lehman Brothers June 2005 - August 2005
iPass, Inc. 2004 - 2004
UUNET, a WorldCom Co. 1999 - 2002
Skills
Strategy, Strategic Partnerships, Enterprise Software, Investments, Financial Modeling, Management, Mergers & Acquisitions, Valuation, Mergers, Financial Analysis, Equities, Portfolio Management, Security, IPO, Start-ups, Contract Negotiation, Sales Operations, Corporate Development, Due Diligence, Corporate Finance
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Finance, Strategy
University of California, Los Angeles
B.A., B.A., International Development, Geography
Anne Kelligrew St.Clair, CIMA's Lehman Brothers Experience April 1997 - June 1998
Job Senior Vice President and Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Community Hope September 2010 - Present
US Trust, Bank of America Private Wealth Management February 2003 - June 2013
Banc of America Securities August 2001 - January 2003
NationsBanc Montgomery Securities (BofA) June 1998 - June 1999
Lehman Brothers April 1997 - June 1998
Mellon Private Asset Management 1996 - 1997
Smith Barney 1994 - 1995
Education
Tulane University 1999 — 2001
MBA, Finance and Management
University of Colorado Boulder 1990 — 1994
BS, Marketing
Summit High School
Wells Fargo July 2013 - Present
Community Hope September 2010 - Present
US Trust, Bank of America Private Wealth Management February 2003 - June 2013
Banc of America Securities August 2001 - January 2003
NationsBanc Montgomery Securities (BofA) June 1998 - June 1999
Lehman Brothers April 1997 - June 1998
Mellon Private Asset Management 1996 - 1997
Smith Barney 1994 - 1995
Education
Tulane University 1999 — 2001
MBA, Finance and Management
University of Colorado Boulder 1990 — 1994
BS, Marketing
Summit High School
Matt Magliocco Matt Magliocco's Lehman Brothers Experience July 2008 - October 2008
Job Partner & Global Sales Director at Michter's Distillery, LLC
Industry Wine and Spirits
Experience
Michter's Distillery, LLC October 2013 - Present
Primavera Capital July 2010 - September 2013
Barclays Capital November 2009 - July 2010
Nomura October 2008 - October 2009
Lehman Brothers July 2008 - October 2008
Morgan Stanley June 2007 - August 2007
Skills
Mandarin, Financial Modeling, Private Equity, Investments, Growth Capital, Investment Banking, Venture Capital, Due Diligence, Valuation, LBO, Capital Markets, Bloomberg, Entrepreneurship, Equities, Emerging Markets
Education
Yale University 2004 — 2008
B.A., Chinese & History
Tsinghua University 2006 — 2006
Chinese Language
Collegiate School 1991 — 2004
High School
School Year Abroad China (SYA) 2002 — 2003
Chinese Language, HS Curriculum
Michter's Distillery, LLC October 2013 - Present
Primavera Capital July 2010 - September 2013
Barclays Capital November 2009 - July 2010
Nomura October 2008 - October 2009
Lehman Brothers July 2008 - October 2008
Morgan Stanley June 2007 - August 2007
Skills
Mandarin, Financial Modeling, Private Equity, Investments, Growth Capital, Investment Banking, Venture Capital, Due Diligence, Valuation, LBO, Capital Markets, Bloomberg, Entrepreneurship, Equities, Emerging Markets
Education
Yale University 2004 — 2008
B.A., Chinese & History
Tsinghua University 2006 — 2006
Chinese Language
Collegiate School 1991 — 2004
High School
School Year Abroad China (SYA) 2002 — 2003
Chinese Language, HS Curriculum
Attilio Meucci Attilio Meucci's Lehman Brothers Experience March 2005 - June 2008
Job Advanced Risk and Portfolio Management
Industry Financial Services
Experience
KKR July 2013 - Present
SYMMYS January 2000 - Present
Kepos Capital July 2010 - June 2013
Bloomberg July 2008 - June 2010
NYU-Courant MFE January 2005 - January 2009
Lehman Brothers March 2005 - June 2008
Relative Value International July 2002 - August 2004
Bain & Company July 1999 - June 2002
Skills
Risk Management, Hedge Funds, Quantitative Finance, Quantitative Analytics, Derivatives, Strategic Financial..., Commodity Markets, Portfolio Optimization, Monte Carlo Simulation, Market Risk, Fixed Income, Bloomberg, Time Series Analysis, Equities, Econometrics, Financial Modeling, Asset Allocation, Portfolio Management, Options, Financial Markets, Financial Risk, Valuation, Capital Markets, Asset Managment, Alternative Investments, Trading, Financial Engineering, Structured Products, Credit Derivatives, Equity Derivatives, Trading Strategies, Emerging Markets, FX Options, Interest Rate..., Equity Research, Commodity, Hedging, Bonds, Investment Strategies, Trading Systems, Investment Management, Credit Risk, Investments, Asset Management, Probability Theory, Probabilistic Models, VBA, Data Visualization, Proprietary Trading, Global Macro
Education
CFA Institute 2000 — 2003
CFA Charter, Finance
Università Commerciale 'Luigi Bocconi' 1998 — 1999
MA, Economics
Università degli Studi di Milano 1994 — 1999
PhD, Mathematics
Università degli Studi di Milano 1989 — 1994
BA, Physics
KKR July 2013 - Present
SYMMYS January 2000 - Present
Kepos Capital July 2010 - June 2013
Bloomberg July 2008 - June 2010
NYU-Courant MFE January 2005 - January 2009
Lehman Brothers March 2005 - June 2008
Relative Value International July 2002 - August 2004
Bain & Company July 1999 - June 2002
Skills
Risk Management, Hedge Funds, Quantitative Finance, Quantitative Analytics, Derivatives, Strategic Financial..., Commodity Markets, Portfolio Optimization, Monte Carlo Simulation, Market Risk, Fixed Income, Bloomberg, Time Series Analysis, Equities, Econometrics, Financial Modeling, Asset Allocation, Portfolio Management, Options, Financial Markets, Financial Risk, Valuation, Capital Markets, Asset Managment, Alternative Investments, Trading, Financial Engineering, Structured Products, Credit Derivatives, Equity Derivatives, Trading Strategies, Emerging Markets, FX Options, Interest Rate..., Equity Research, Commodity, Hedging, Bonds, Investment Strategies, Trading Systems, Investment Management, Credit Risk, Investments, Asset Management, Probability Theory, Probabilistic Models, VBA, Data Visualization, Proprietary Trading, Global Macro
Education
CFA Institute 2000 — 2003
CFA Charter, Finance
Università Commerciale 'Luigi Bocconi' 1998 — 1999
MA, Economics
Università degli Studi di Milano 1994 — 1999
PhD, Mathematics
Università degli Studi di Milano 1989 — 1994
BA, Physics
Chip Randall Chip Randall's Lehman Brothers Experience May 2005 - October 2008
Job Vice President Private Banker at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Wachovia Wells Fargo March 2009 - April 2010
Lehman Brothers May 2005 - October 2008
Grubb & Ellis August 2002 - May 2005
Indigo Engine June 1999 - June 2002
Skills
Private Banking, Commercial Banking, Residential Mortgages, Real Estate Finance, Securities Based Lending, Commercial Real Estate, Investment Real Estate, Relationship Management, Securities Lending
Education
State University of New York at Albany
Bachelor of Arts (BA)
Université de Neuchâtel
Université Laval
Morgan Stanley Smith Barney April 2010 - Present
Wachovia Wells Fargo March 2009 - April 2010
Lehman Brothers May 2005 - October 2008
Grubb & Ellis August 2002 - May 2005
Indigo Engine June 1999 - June 2002
Skills
Private Banking, Commercial Banking, Residential Mortgages, Real Estate Finance, Securities Based Lending, Commercial Real Estate, Investment Real Estate, Relationship Management, Securities Lending
Education
State University of New York at Albany
Bachelor of Arts (BA)
Université de Neuchâtel
Université Laval
P.J. DuWors's Lehman Brothers Experience July 2006 - September 2008
Job SVP, Structured Notes Trading at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC December 2013 - Present
UBS Investment Bank November 2010 - November 2013
Barclays Investment Bank October 2008 - October 2010
Lehman Brothers July 2006 - September 2008
Northrop Grumman Corporation August 2001 - May 2005
Education
UCLA Anderson School of Management 2003 — 2006
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
Jefferies LLC December 2013 - Present
UBS Investment Bank November 2010 - November 2013
Barclays Investment Bank October 2008 - October 2010
Lehman Brothers July 2006 - September 2008
Northrop Grumman Corporation August 2001 - May 2005
Education
UCLA Anderson School of Management 2003 — 2006
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
Caroline Tickler Caroline Tickler's Lehman Brothers Experience October 2006 - September 2008
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte September 2013 - Present
Deloitte Consulting June 2012 - August 2012
UBS Private Wealth Management September 2008 - September 2011
Lehman Brothers October 2006 - September 2008
Fisher Investments September 2005 - September 2006
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Strategy
University of California, Los Angeles 2001 — 2005
Bachelor of Science, Mathematics and Applied Science
Deloitte September 2013 - Present
Deloitte Consulting June 2012 - August 2012
UBS Private Wealth Management September 2008 - September 2011
Lehman Brothers October 2006 - September 2008
Fisher Investments September 2005 - September 2006
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Strategy
University of California, Los Angeles 2001 — 2005
Bachelor of Science, Mathematics and Applied Science
Christiane Sheid Christiane Sheid's Lehman Brothers Experience 1987 - 1994
Job Independent Investment Banking Professional
Industry Investment Banking
Experience
Lehman Brothers 1987 - 1994
Education
UCLA Anderson School of Management 1979 — 1981
MBA, Finance
Lehman Brothers 1987 - 1994
Education
UCLA Anderson School of Management 1979 — 1981
MBA, Finance
E. Gary Hoffman E. Gary Hoffman's Lehman Brothers Experience June 2007 - October 2008
Job Aviation Consultant
Industry Aviation & Aerospace
Experience
Falcon Aviation Associates November 2011 - Present
NetJets November 2008 - October 2011
Lehman Brothers June 2007 - October 2008
Vulcan Flight Management September 2004 - March 2007
NetJets March 1999 - September 2004
Atlantic Richfield (ARCO) March 1996 - March 1999
USAF 1968 - 1996
Skills
Airports, Aerospace, Commercial Aviation, Airlines, Program Management, Aviation, Operations Management, Flights, Aircraft, Charter, Leadership, Contract Negotiation, Management, DoD, Logistics Management, Logistics, Flight Safety, Analysis, Aircraft Maintenance, Helicopters, Command, Flight Planning, Piloting, Business Aviation, CFI, Executive Management, Airworthiness, Avionics, Civil Aviation, Aeronautics, Flight Training, General Aviation, Aircraft Leasing, Human Factors, Type Rating, Private Pilot, ATP, Airport Management, Crew Resource Management, Aviation Security, International Flight..., Military, Instrument Rating, Air Force, Overhaul, Aircraft Systems, Ground Instructor, Ground Handling, ICAO, Airline Management
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1998
Executive Program
UCLA Anderson School of Management
MBA, Management, Financial Analysis
United States Air Force Academy
B.S., Engineering Management & Economics
Falcon Aviation Associates November 2011 - Present
NetJets November 2008 - October 2011
Lehman Brothers June 2007 - October 2008
Vulcan Flight Management September 2004 - March 2007
NetJets March 1999 - September 2004
Atlantic Richfield (ARCO) March 1996 - March 1999
USAF 1968 - 1996
Skills
Airports, Aerospace, Commercial Aviation, Airlines, Program Management, Aviation, Operations Management, Flights, Aircraft, Charter, Leadership, Contract Negotiation, Management, DoD, Logistics Management, Logistics, Flight Safety, Analysis, Aircraft Maintenance, Helicopters, Command, Flight Planning, Piloting, Business Aviation, CFI, Executive Management, Airworthiness, Avionics, Civil Aviation, Aeronautics, Flight Training, General Aviation, Aircraft Leasing, Human Factors, Type Rating, Private Pilot, ATP, Airport Management, Crew Resource Management, Aviation Security, International Flight..., Military, Instrument Rating, Air Force, Overhaul, Aircraft Systems, Ground Instructor, Ground Handling, ICAO, Airline Management
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1998
Executive Program
UCLA Anderson School of Management
MBA, Management, Financial Analysis
United States Air Force Academy
B.S., Engineering Management & Economics
Nick Loeb's Lehman Brothers Experience January 2007 - June 2008
Job Founder of Loeb's Foods that developed ONION CRUNCH
Industry Food & Beverages
Experience
Loeb's Foods April 2011 - Present
Carbon Solutions America January 2006 - Present
Lehman Brothers January 2007 - June 2008
Skills
Investments, Private Equity, Venture Capital
Education
Tulane University 1994 — 1998
BSM, Finance
Loeb's Foods April 2011 - Present
Carbon Solutions America January 2006 - Present
Lehman Brothers January 2007 - June 2008
Skills
Investments, Private Equity, Venture Capital
Education
Tulane University 1994 — 1998
BSM, Finance
John Davenport, CFA's Lehman Brothers Experience July 2008 - September 2008
Job Vice President, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST September 2012 - Present
Barclays Capital September 2008 - August 2012
Lehman Brothers July 2008 - September 2008
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Asset Managment, Investments, Hedge Funds, Finance, Retirement Planning, Asset Management, Equities, Financial Advisory, Investment Strategies, Wealth Management, Banking, Portfolio Management, Fixed Income, Pensions, Defined Benefit, Retirement Plan..., Defined Contribution
Education
University of North Carolina at Wilmington
Bachelor of Science Business Administration, Finance & Economics, Summa Cum Laude
Universidad Politécnica de Valencia
International Marketing, Study Abroad Program
Ravenscroft School
CAPTRUST September 2012 - Present
Barclays Capital September 2008 - August 2012
Lehman Brothers July 2008 - September 2008
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Asset Managment, Investments, Hedge Funds, Finance, Retirement Planning, Asset Management, Equities, Financial Advisory, Investment Strategies, Wealth Management, Banking, Portfolio Management, Fixed Income, Pensions, Defined Benefit, Retirement Plan..., Defined Contribution
Education
University of North Carolina at Wilmington
Bachelor of Science Business Administration, Finance & Economics, Summa Cum Laude
Universidad Politécnica de Valencia
International Marketing, Study Abroad Program
Ravenscroft School
Jessica (Davis) Margolis Jessica (Davis) Margolis's Lehman Brothers Experience June 2007 - September 2008
Job Talent Acquisition at Capital One
Industry Staffing and Recruiting
Experience
Capital One September 2013 - Present
Privately Held Multi Family Office April 2012 - August 2013
Barclays Wealth September 2008 - March 2012
Lehman Brothers June 2007 - September 2008
U.S. Trust Company, N.A. June 2005 - June 2007
Education
Washington University in St. Louis 2001 — 2005
BSBA
Universidad Carlos III de Madrid 2004 — 2004
Study Abroad - Spring Semester
Berwick Academy
Capital One September 2013 - Present
Privately Held Multi Family Office April 2012 - August 2013
Barclays Wealth September 2008 - March 2012
Lehman Brothers June 2007 - September 2008
U.S. Trust Company, N.A. June 2005 - June 2007
Education
Washington University in St. Louis 2001 — 2005
BSBA
Universidad Carlos III de Madrid 2004 — 2004
Study Abroad - Spring Semester
Berwick Academy
Dave Hodgman Dave Hodgman's Lehman Brothers Experience June 1999 - November 1999
Job
Industry Online Media
Experience
Comcast June 2013 - Present
Comcast Interactive Media May 2010 - June 2013
Various April 2009 - June 2010
Blowtorch Entertainment Corporation June 2007 - April 2009
Gardner Nelson & Partners December 1999 - March 2005
Lehman Brothers June 1999 - November 1999
Skills
Digital Media, Strategy, Web Analytics, Video, Financial Modeling, Digital Strategy, Strategic Planning, Digital Marketing, Competitive Analysis, Data Analysis, Online Advertising, Content Strategy, New Media
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA
Williams College 1995 — 1999
BA, Economics
Comcast June 2013 - Present
Comcast Interactive Media May 2010 - June 2013
Various April 2009 - June 2010
Blowtorch Entertainment Corporation June 2007 - April 2009
Gardner Nelson & Partners December 1999 - March 2005
Lehman Brothers June 1999 - November 1999
Skills
Digital Media, Strategy, Web Analytics, Video, Financial Modeling, Digital Strategy, Strategic Planning, Digital Marketing, Competitive Analysis, Data Analysis, Online Advertising, Content Strategy, New Media
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA
Williams College 1995 — 1999
BA, Economics
Sreesha Vaman Sreesha Vaman's Lehman Brothers Experience February 2005 - July 2008
Job Business Development, Strategy, and Capital Markets
Industry Capital Markets
Experience
Guggenheim Securities September 2012 - Present
Sari Closet January 2011 - October 2012
Harrah's Entertainment June 2010 - August 2010
Dinosaur Securities LLC December 2008 - July 2009
Lehman Brothers February 2005 - July 2008
UBS July 2001 - February 2005
Skills
International Project..., Strategic Negotiations, Global Business..., New Business Development, Marketing Strategy, Investment Banking, Strategic Partnerships, Capital Markets, Market Research, Competitive Analysis, Financial Modeling, Strategy, Start-ups, Digital Marketing, Management, Financial Analysis, Integrated Marketing, Business Development, Business Strategy, Marketing, Product Management, Finance, Risk Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Strategy
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance and International Business
Guggenheim Securities September 2012 - Present
Sari Closet January 2011 - October 2012
Harrah's Entertainment June 2010 - August 2010
Dinosaur Securities LLC December 2008 - July 2009
Lehman Brothers February 2005 - July 2008
UBS July 2001 - February 2005
Skills
International Project..., Strategic Negotiations, Global Business..., New Business Development, Marketing Strategy, Investment Banking, Strategic Partnerships, Capital Markets, Market Research, Competitive Analysis, Financial Modeling, Strategy, Start-ups, Digital Marketing, Management, Financial Analysis, Integrated Marketing, Business Development, Business Strategy, Marketing, Product Management, Finance, Risk Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Strategy
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance and International Business
Matt Shapiro Matt Shapiro's Lehman Brothers Experience July 2007 - September 2008
Job FP&A at NETGEAR
Industry Wireless
Experience
Opal's Kitchen April 2014 - Present
NETGEAR February 2014 - Present
Electronic Arts October 2012 - February 2014
Lanna, LLC March 2009 - July 2012
Barclays Wealth November 2009 - March 2012
Barclays Capital September 2008 - March 2009
Lehman Brothers July 2007 - September 2008
Citigroup October 2006 - July 2007
Skills
Management, Budgets, Financial Analysis, Financial Modeling, Managerial Finance, Finance, Project Planning, Analysis, Forecasting, International Business, Marketing Strategy, Budget, Financial Reporting, Business Partner Support, Business Analysis, Project Management, Strategic Financial..., Strategy, Variance Analysis, Portfolio Management
Education
Tufts University 2002 — 2006
BA, Economics, Political Science
Tufts University 2002 — 2006
Economics, Economics
Opal's Kitchen April 2014 - Present
NETGEAR February 2014 - Present
Electronic Arts October 2012 - February 2014
Lanna, LLC March 2009 - July 2012
Barclays Wealth November 2009 - March 2012
Barclays Capital September 2008 - March 2009
Lehman Brothers July 2007 - September 2008
Citigroup October 2006 - July 2007
Skills
Management, Budgets, Financial Analysis, Financial Modeling, Managerial Finance, Finance, Project Planning, Analysis, Forecasting, International Business, Marketing Strategy, Budget, Financial Reporting, Business Partner Support, Business Analysis, Project Management, Strategic Financial..., Strategy, Variance Analysis, Portfolio Management
Education
Tufts University 2002 — 2006
BA, Economics, Political Science
Tufts University 2002 — 2006
Economics, Economics
Kelly Pepper's Lehman Brothers Experience August 1994 - May 1998
Job Chief Operating Officer at Nossaman LLP
Industry Legal Services
Experience
Nossaman LLP September 2010 - Present
Nossaman LLP January 2001 - September 2010
Lehman Brothers August 1994 - May 1998
Skills
Litigation Support, Intellectual Property, Business Development, Marketing, Licensing, Mergers, New Business Development, Law Firms, Contract Negotiation, Mergers & Acquisitions, Litigation, Corporate Law, Strategic Planning
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Marketing
University at Albany, SUNY 1990 — 1994
B.S., Finance
Webster High School 1988 — 1990
Nossaman LLP September 2010 - Present
Nossaman LLP January 2001 - September 2010
Lehman Brothers August 1994 - May 1998
Skills
Litigation Support, Intellectual Property, Business Development, Marketing, Licensing, Mergers, New Business Development, Law Firms, Contract Negotiation, Mergers & Acquisitions, Litigation, Corporate Law, Strategic Planning
Education
University of Southern California - Marshall School of Business 1998 — 2000
MBA, Marketing
University at Albany, SUNY 1990 — 1994
B.S., Finance
Webster High School 1988 — 1990
Hulusi Can John Uysal's Lehman Brothers Experience July 2005 - September 2007
Job Associate Director, Corporate Strategy at HewlettPackard
Industry Management Consulting
Experience
Hewlett-Packard July 2015 - Present
Hewlett-Packard July 2014 - June 2015
Hewlett-Packard March 2013 - July 2014
Bain & Company October 2010 - February 2013
ING October 2007 - July 2008
Lehman Brothers July 2005 - September 2007
Skills
Financial Modeling, Valuation, LBO, Analysis, Consulting, Private Equity, Due Diligence, Investment Banking, Corporate Finance, Management Consulting, Mergers, Strategy, Strategic Consulting, Business Strategy, Corporate Development, Mergers & Acquisitions, Competitive Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Business Administration and Management, General
University of Pennsylvania 2001 — 2004
Master's degree, Economics
University of Pennsylvania - The Wharton School 1997 — 2001
BA, Finance, Management
Robert High School
Hewlett-Packard July 2015 - Present
Hewlett-Packard July 2014 - June 2015
Hewlett-Packard March 2013 - July 2014
Bain & Company October 2010 - February 2013
ING October 2007 - July 2008
Lehman Brothers July 2005 - September 2007
Skills
Financial Modeling, Valuation, LBO, Analysis, Consulting, Private Equity, Due Diligence, Investment Banking, Corporate Finance, Management Consulting, Mergers, Strategy, Strategic Consulting, Business Strategy, Corporate Development, Mergers & Acquisitions, Competitive Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Business Administration and Management, General
University of Pennsylvania 2001 — 2004
Master's degree, Economics
University of Pennsylvania - The Wharton School 1997 — 2001
BA, Finance, Management
Robert High School
Alessandro Petroni Alessandro Petroni's Lehman Brothers Experience 2001 - 2003
Job Principal Solutions Architect Global Strategic Alliances at Red Hat
Industry Information Technology and Services
Experience
Red Hat July 2015 - Present
TIBCO Software June 2012 - Present
BusinessMesh Consulting Inc March 2006 - Present
Deutsche Bank March 2010 - February 2012
University of Trento February 2010 - February 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2006 - 2008
TIBCO Software March 2003 - March 2006
Lehman Brothers 2001 - 2003
NET2S 1999 - 2003
Skills
Product Management, Systems Engineering, Middleware, Integration, SOA, EAI, Architecture, ESB, Messaging, TIBCO, TIBCO EMS, Solution Architecture, Enterprise Architecture, Web Services, IT Strategy, JMS, TIBCO Rendezvous, Solaris, UML, SDLC, System Architecture, XML, Software Development, Software Project..., Unix, Solace, Lombardi, IBM BPM, Integration Architecture, Reference Architecture, Integration Projects, Integration Software, BusinessWorks, TIBCO iProcess, Message Oriented..., Strategic Planning, Technology Evangelist, Informatica, Project Management, Operations Management, Business Process Design, Trading Systems, Distributed Systems, Enterprise Software, Low Latency, Java Enterprise Edition, Electronic Trading, Market Data, CEP, Agile Methodologies
Education
Università degli Studi di Trento 1993 — 1997
Master, Computer Engineering and Business Administration
Red Hat July 2015 - Present
TIBCO Software June 2012 - Present
BusinessMesh Consulting Inc March 2006 - Present
Deutsche Bank March 2010 - February 2012
University of Trento February 2010 - February 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2006 - 2008
TIBCO Software March 2003 - March 2006
Lehman Brothers 2001 - 2003
NET2S 1999 - 2003
Skills
Product Management, Systems Engineering, Middleware, Integration, SOA, EAI, Architecture, ESB, Messaging, TIBCO, TIBCO EMS, Solution Architecture, Enterprise Architecture, Web Services, IT Strategy, JMS, TIBCO Rendezvous, Solaris, UML, SDLC, System Architecture, XML, Software Development, Software Project..., Unix, Solace, Lombardi, IBM BPM, Integration Architecture, Reference Architecture, Integration Projects, Integration Software, BusinessWorks, TIBCO iProcess, Message Oriented..., Strategic Planning, Technology Evangelist, Informatica, Project Management, Operations Management, Business Process Design, Trading Systems, Distributed Systems, Enterprise Software, Low Latency, Java Enterprise Edition, Electronic Trading, Market Data, CEP, Agile Methodologies
Education
Università degli Studi di Trento 1993 — 1997
Master, Computer Engineering and Business Administration
Sanjiv Parikh's Lehman Brothers Experience March 1995 - January 2001
Job Director of Client Management at Position2
Industry Marketing and Advertising
Experience
Position2 March 2014 - Present
Pearl.com October 2008 - September 2013
GreenDimes October 2007 - July 2008
Lehman Brothers March 1995 - January 2001
Skills
Online Advertising, Business Development, Web Analytics, Target Marketing, SEM, Marketing, PPC, SEO, Product Management, Digital Marketing, Marketing Strategy, Social Media, Social Media Marketing, New Business Development, Marketing Communications, Online Marketing, Strategic Partnerships, Analytics
Education
UCLA Anderson School of Management 2012 — 2015
MBA 2015
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1993
BS, Business and Economics
Stella Adler / HB 2001 — 2006
Position2 March 2014 - Present
Pearl.com October 2008 - September 2013
GreenDimes October 2007 - July 2008
Lehman Brothers March 1995 - January 2001
Skills
Online Advertising, Business Development, Web Analytics, Target Marketing, SEM, Marketing, PPC, SEO, Product Management, Digital Marketing, Marketing Strategy, Social Media, Social Media Marketing, New Business Development, Marketing Communications, Online Marketing, Strategic Partnerships, Analytics
Education
UCLA Anderson School of Management 2012 — 2015
MBA 2015
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1993
BS, Business and Economics
Stella Adler / HB 2001 — 2006
anna wei's Lehman Brothers Experience September 1983 - August 1985
Job National Director of Business Development at Ascend Leadership
Industry Financial Services
Experience
Ascend Leadership February 2013 - Present
Michael Kelly Associates 2008 - August 2012
CTPartners 2005 - 2008
Heidrick&Struggles 1998 - 2000
Deutsche Bank September 1985 - March 1988
Lehman Brothers September 1983 - August 1985
Skills
Asset Managment, Executive Search, Hedge Funds, Financial Services, Private Equity, Portfolio Management, Asset Management, Leadership, Finance, Mergers & Acquisitions, Capital Markets, Wealth Management, Investments, Start-ups, Strategy, Investment Banking, Management, Venture Capital, Executive Management, Alternative Investments, Emerging Markets, Fixed Income, Equities
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Tufts University 1972 — 1976
BA, Economics
Ascend Leadership February 2013 - Present
Michael Kelly Associates 2008 - August 2012
CTPartners 2005 - 2008
Heidrick&Struggles 1998 - 2000
Deutsche Bank September 1985 - March 1988
Lehman Brothers September 1983 - August 1985
Skills
Asset Managment, Executive Search, Hedge Funds, Financial Services, Private Equity, Portfolio Management, Asset Management, Leadership, Finance, Mergers & Acquisitions, Capital Markets, Wealth Management, Investments, Start-ups, Strategy, Investment Banking, Management, Venture Capital, Executive Management, Alternative Investments, Emerging Markets, Fixed Income, Equities
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Tufts University 1972 — 1976
BA, Economics
Nick Ghoussaini Nick Ghoussaini's Lehman Brothers Experience June 2004 - July 2006
Job Principal at Vector Capital
Industry Financial Services
Experience
Vector Capital January 2011 - Present
Eastern Advisors 2010 - February 2011
Veritas Capital Group January 2007 - August 2009
Lehman Brothers June 2004 - July 2006
Skills
Financial Modeling, Private Equity, LBO, Investment Banking, Hedge Funds, Valuation, Investments, Venture Capital, Equities, Corporate Finance, Emerging Markets, Special Situations, Business Strategy, Corporate Development, Capital Markets, Due Diligence, Mergers
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Accounting, Management
Tufts University 2000 — 2004
BA, Economics and German
Vector Capital January 2011 - Present
Eastern Advisors 2010 - February 2011
Veritas Capital Group January 2007 - August 2009
Lehman Brothers June 2004 - July 2006
Skills
Financial Modeling, Private Equity, LBO, Investment Banking, Hedge Funds, Valuation, Investments, Venture Capital, Equities, Corporate Finance, Emerging Markets, Special Situations, Business Strategy, Corporate Development, Capital Markets, Due Diligence, Mergers
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Accounting, Management
Tufts University 2000 — 2004
BA, Economics and German
Riccardo Cazzoli's Lehman Brothers Experience December 2006 - September 2008
Job Director, Investment Banking at Sawaya Segalas
Industry Investment Banking
Experience
Sawaya Segalas February 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers December 2006 - September 2008
Lehman Brothers August 2003 - November 2006
Philip Morris April 1998 - July 2001
Accenture November 1997 - April 1998
Skills
Investment Banking, Mergers, Business Strategy, Leveraged Finance, Deal Structuring
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
University of California, Berkeley 1995 — 1996
Università di Bologna 1989 — 1996
MSc
Sawaya Segalas February 2012 - Present
Barclays Capital September 2008 - February 2012
Lehman Brothers December 2006 - September 2008
Lehman Brothers August 2003 - November 2006
Philip Morris April 1998 - July 2001
Accenture November 1997 - April 1998
Skills
Investment Banking, Mergers, Business Strategy, Leveraged Finance, Deal Structuring
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
University of California, Berkeley 1995 — 1996
Università di Bologna 1989 — 1996
MSc
Andrew Matorin's Lehman Brothers Experience 1998 - 2001
Job
Industry Publishing
Experience
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt February 2013 - May 2015
SIIA Education Division October 2012 - March 2013
Scholastic 2009 - February 2013
J.P. Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Ion Partners LLC 2002 - 2004
Lehman Brothers 1998 - 2001
Jefferies & Company 1993 - 1995
Skills
Valuation, Financial Modeling, Educational Technology, Mergers, Strategic Negotiations, Business Acquisition, Acquisition Integration, Corporate Strategy..., Business Development, Venture Capital, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Equities, Business Strategy, Strategic Planning, Strategy, Private Equity, Corporate Development, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA, Economics
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt February 2013 - May 2015
SIIA Education Division October 2012 - March 2013
Scholastic 2009 - February 2013
J.P. Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Ion Partners LLC 2002 - 2004
Lehman Brothers 1998 - 2001
Jefferies & Company 1993 - 1995
Skills
Valuation, Financial Modeling, Educational Technology, Mergers, Strategic Negotiations, Business Acquisition, Acquisition Integration, Corporate Strategy..., Business Development, Venture Capital, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Equities, Business Strategy, Strategic Planning, Strategy, Private Equity, Corporate Development, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA, Economics
Adam Balukonis's Lehman Brothers Experience August 2004 - September 2008
Job Senior Relationship Manager
Industry Investment Management
Experience
MSCI Inc. September 2008 - Present
Lehman Brothers August 2004 - September 2008
Cintas June 2000 - July 2002
U.S. Army May 1995 - September 2000
Skills
Negotiation, Investments, Management, Asset Management, Cross-functional Team..., Contract Management, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Relationship Management, Asset Managment, Mergers & Acquisitions, Fixed Income, Equities, Hedge Funds, Strategic Planning, Strategy, Capital Markets, Wealth Management, Analysis, Program Management, Derivatives, Alternative Investments, Risk Management, Leadership, Organizational..., Strategic Partnerships
Education
Yale University 2002 — 2004
MBA, Finance
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
United States Military Academy at West Point 1991 — 1995
BS, Civil Engineering
Central Catholic 1987 — 1991
High School Diploma
MSCI Inc. September 2008 - Present
Lehman Brothers August 2004 - September 2008
Cintas June 2000 - July 2002
U.S. Army May 1995 - September 2000
Skills
Negotiation, Investments, Management, Asset Management, Cross-functional Team..., Contract Management, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Relationship Management, Asset Managment, Mergers & Acquisitions, Fixed Income, Equities, Hedge Funds, Strategic Planning, Strategy, Capital Markets, Wealth Management, Analysis, Program Management, Derivatives, Alternative Investments, Risk Management, Leadership, Organizational..., Strategic Partnerships
Education
Yale University 2002 — 2004
MBA, Finance
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
United States Military Academy at West Point 1991 — 1995
BS, Civil Engineering
Central Catholic 1987 — 1991
High School Diploma
Carl Livermore's Lehman Brothers Experience August 1992 - May 1995
Job Managing Director at Scotiabank (Energy & Agricultural Commodities)
Industry Investment Banking
Experience
Scotiabank August 2012 - Present
JPMorgan Chase December 2011 - August 2012
Freepoint Commodities March 2011 - December 2011
Louis Dreyfus Highbridge Energy July 2009 - October 2010
Barclays Capital (formerly Lehman Brothers) September 2005 - July 2009
PA Consulting June 2002 - September 2005
Enron May 1995 - October 2001
Lehman Brothers August 1992 - May 1995
Bankers Trust September 1991 - August 1992
Royal Air Force January 1990 - September 1991
Skills
ETRM, Commodity, Natural Gas, Energy, Risk Management, Integration, Trading, Derivatives, Market Risk, FX Options, Commodity Markets, Valuation, Equities, Financial Risk, Trading Systems
Education
UCL 1994 — 1997
BSc (Hons)
Scotiabank August 2012 - Present
JPMorgan Chase December 2011 - August 2012
Freepoint Commodities March 2011 - December 2011
Louis Dreyfus Highbridge Energy July 2009 - October 2010
Barclays Capital (formerly Lehman Brothers) September 2005 - July 2009
PA Consulting June 2002 - September 2005
Enron May 1995 - October 2001
Lehman Brothers August 1992 - May 1995
Bankers Trust September 1991 - August 1992
Royal Air Force January 1990 - September 1991
Skills
ETRM, Commodity, Natural Gas, Energy, Risk Management, Integration, Trading, Derivatives, Market Risk, FX Options, Commodity Markets, Valuation, Equities, Financial Risk, Trading Systems
Education
UCL 1994 — 1997
BSc (Hons)
Forrest Kragten's Lehman Brothers Experience 2001 - 2004
Job Chief Financial Officer at Network Global Logistics
Industry Logistics and Supply Chain
Experience
Network Global Logistics July 2012 - Present
Network Global Logistics September 2009 - July 2012
Endeavour Capital July 2004 - June 2007
Lehman Brothers 2001 - 2004
Ernst & Young June 2000 - September 2000
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance and Entrepreneurship
University of California, Los Angeles
BA, Business Economics and Accounting
Network Global Logistics July 2012 - Present
Network Global Logistics September 2009 - July 2012
Endeavour Capital July 2004 - June 2007
Lehman Brothers 2001 - 2004
Ernst & Young June 2000 - September 2000
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance and Entrepreneurship
University of California, Los Angeles
BA, Business Economics and Accounting
Jean-Michel Raynaud's Lehman Brothers Experience July 2007 - September 2008
Job Hedge Funds
Industry Investment Management
Experience
MN Pension February 2009 - Present
Lehman Brothers July 2007 - September 2008
Merrill Lynch September 2002 - June 2007
Societe Generale July 1998 - August 2002
Skills
Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Fixed Income, Asset Management, Equities, Asset Allocation, Investments, Fund Of Funds, Structured Products, Investment Strategies, Financial Markets, Quantitative Finance, Bloomberg
Education
EURIA 1995 — 1998
Actuary
Université de Bretagne Occidentale 1995 — 1998
Actuary, Actuarial Science
MN Pension February 2009 - Present
Lehman Brothers July 2007 - September 2008
Merrill Lynch September 2002 - June 2007
Societe Generale July 1998 - August 2002
Skills
Hedge Funds, Derivatives, Portfolio Management, Alternative Investments, Fixed Income, Asset Management, Equities, Asset Allocation, Investments, Fund Of Funds, Structured Products, Investment Strategies, Financial Markets, Quantitative Finance, Bloomberg
Education
EURIA 1995 — 1998
Actuary
Université de Bretagne Occidentale 1995 — 1998
Actuary, Actuarial Science
Tommy Sheng's Lehman Brothers Experience September 1999 - June 2002
Job Consultant at Citigroup
Industry Information Technology and Services
Experience
Bank of America November 2009 - April 2013
Citigroup March 2009 - November 2009
Nanjing Rongde Investment Consulting Co., Limited January 2005 - January 2009
Barclays Capital June 2004 - January 2005
Citco Fund Services November 2002 - June 2004
JP Morgan Chase June 2002 - November 2002
Lehman Brothers September 1999 - June 2002
MarketXT January 1999 - September 1999
Citigroup August 1998 - January 1999
IBM T.J. Watson Research Center April 1997 - August 1998
Education
University of Illinois at Chicago 1992 — 1993
MS
University of Illinois at Urbana-Champaign 1987 — 1992
MS
Tsinghua University 1978 — 1982
BS
Bank of America November 2009 - April 2013
Citigroup March 2009 - November 2009
Nanjing Rongde Investment Consulting Co., Limited January 2005 - January 2009
Barclays Capital June 2004 - January 2005
Citco Fund Services November 2002 - June 2004
JP Morgan Chase June 2002 - November 2002
Lehman Brothers September 1999 - June 2002
MarketXT January 1999 - September 1999
Citigroup August 1998 - January 1999
IBM T.J. Watson Research Center April 1997 - August 1998
Education
University of Illinois at Chicago 1992 — 1993
MS
University of Illinois at Urbana-Champaign 1987 — 1992
MS
Tsinghua University 1978 — 1982
BS
Christine Hallowell's Lehman Brothers Experience October 2002 - May 2008
Job Vending Operations Manager
Industry Marketing and Advertising
Experience
Lehman Brothers October 2002 - May 2008
General Growth Properties November 1999 - August 2002
American International Group November 1998 - June 1999
Susan Wilcox & Associates April 1998 - August 1998
Data on Air, Inc. August 1996 - April 1998
Education
Tulane University 1992 — 1996
B.S.
Lehman Brothers October 2002 - May 2008
General Growth Properties November 1999 - August 2002
American International Group November 1998 - June 1999
Susan Wilcox & Associates April 1998 - August 1998
Data on Air, Inc. August 1996 - April 1998
Education
Tulane University 1992 — 1996
B.S.
Chris Carr's Lehman Brothers Experience August 2005 - April 2007
Job Managing Director, U.S. Trust Bank of America
Industry Financial Services
Experience
The Phillips Collection March 2015 - Present
U.S. Trust August 2014 - Present
JP Morgan May 2009 - August 2014
Credit Suisse April 2007 - March 2009
Lehman Brothers August 2005 - April 2007
Special Operations Command - Europe 1997 - 1998
1-10 Special Forces Group 1995 - 1997
17th Signal Battalion 1992 - 1994
Education
United States Military Academy at West Point 1988 — 1992
Centennial High School 1984 — 1988
The Phillips Collection March 2015 - Present
U.S. Trust August 2014 - Present
JP Morgan May 2009 - August 2014
Credit Suisse April 2007 - March 2009
Lehman Brothers August 2005 - April 2007
Special Operations Command - Europe 1997 - 1998
1-10 Special Forces Group 1995 - 1997
17th Signal Battalion 1992 - 1994
Education
United States Military Academy at West Point 1988 — 1992
Centennial High School 1984 — 1988
Fran Bernstein's Lehman Brothers Experience 1995 - 1998
Job Director, Marketing & Brand Management, Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's 2007 - Present
Citigroup 1998 - 2006
Lehman Brothers 1995 - 1998
Albert Frank-Guenther Law, Inc. (Advertising) 1994 - 1995
Education
University at Albany, SUNY
B.A., English; Summa Cum Laude
Standard & Poor's 2007 - Present
Citigroup 1998 - 2006
Lehman Brothers 1995 - 1998
Albert Frank-Guenther Law, Inc. (Advertising) 1994 - 1995
Education
University at Albany, SUNY
B.A., English; Summa Cum Laude
Tim Notestein's Lehman Brothers Experience 2003 - 2004
Job Senior Director at SAP
Industry Information Technology and Services
Experience
SAP April 2014 - Present
SAP 2012 - March 2014
SAP 2010 - 2011
SAP 2009 - 2010
SAP 2008 - 2009
JP Morgan Chase 2006 - 2007
Fannie Mae 2005 - 2006
Lehman Brothers 2003 - 2004
Transindigo Inc. 1999 - 2002
Bankers Trust 1994 - 1999
Skills
Large Enterprise..., Engineering Software,..., Enterprise Architecture, SDLC, Software Project..., Business Intelligence, Data Warehousing, Business Analysis, IT Strategy, Vendor Management, Program Management, Enterprise Software, Cloud Computing, PMP, Business Objects, Project Portfolio..., Architecture, Requirements Analysis, Requirements Gathering, Integration, Solution Architecture, ERP, Business Process..., Pre-sales, Business Process, Agile Methodologies
Education
United States Merchant Marine Academy 1982 — 1986
BS, Electrical & Mechanical Engineering
Appomattox County Public 1978 — 1982
High School, General
Prince Edward Academy 1972 — 1975
N/A, General
Robert E. Lee Academy 1969 — 1972
N/A, General
SAP April 2014 - Present
SAP 2012 - March 2014
SAP 2010 - 2011
SAP 2009 - 2010
SAP 2008 - 2009
JP Morgan Chase 2006 - 2007
Fannie Mae 2005 - 2006
Lehman Brothers 2003 - 2004
Transindigo Inc. 1999 - 2002
Bankers Trust 1994 - 1999
Skills
Large Enterprise..., Engineering Software,..., Enterprise Architecture, SDLC, Software Project..., Business Intelligence, Data Warehousing, Business Analysis, IT Strategy, Vendor Management, Program Management, Enterprise Software, Cloud Computing, PMP, Business Objects, Project Portfolio..., Architecture, Requirements Analysis, Requirements Gathering, Integration, Solution Architecture, ERP, Business Process..., Pre-sales, Business Process, Agile Methodologies
Education
United States Merchant Marine Academy 1982 — 1986
BS, Electrical & Mechanical Engineering
Appomattox County Public 1978 — 1982
High School, General
Prince Edward Academy 1972 — 1975
N/A, General
Robert E. Lee Academy 1969 — 1972
N/A, General
Phil Haslett's Lehman Brothers Experience May 2008 - July 2008
Job Founder at EquityZen (We're Hiring!)
Industry Venture Capital & Private Equity
Experience
EquityZen May 2013 - Present
Pomelo Capital January 2012 - May 2013
Barclays Capital June 2009 - January 2012
International Backpacker January 2009 - May 2009
Red Bull May 2007 - December 2008
Lehman Brothers May 2008 - July 2008
Partner 6 January 2007 - April 2007
Skills
Start-ups, Alternative Investments, Venture Capital, Investments, Valuation, FinTech, Investor Relations, Secondary Market, Equities, Trading, Financial Analysis, Hedge Funds, Business Strategy, Fixed Income, Strategy, Economics, Market Research, Capital Markets, Data Analysis, Portfolio Management, Analysis, Private Equity, Management, Financial Modeling, Entrepreneurship, Finance
Education
Tufts University 2005 — 2008
BS, Quantitative Economics
Singapore American School 1995 — 2005
EquityZen May 2013 - Present
Pomelo Capital January 2012 - May 2013
Barclays Capital June 2009 - January 2012
International Backpacker January 2009 - May 2009
Red Bull May 2007 - December 2008
Lehman Brothers May 2008 - July 2008
Partner 6 January 2007 - April 2007
Skills
Start-ups, Alternative Investments, Venture Capital, Investments, Valuation, FinTech, Investor Relations, Secondary Market, Equities, Trading, Financial Analysis, Hedge Funds, Business Strategy, Fixed Income, Strategy, Economics, Market Research, Capital Markets, Data Analysis, Portfolio Management, Analysis, Private Equity, Management, Financial Modeling, Entrepreneurship, Finance
Education
Tufts University 2005 — 2008
BS, Quantitative Economics
Singapore American School 1995 — 2005
Marc Karetsky's Lehman Brothers Experience August 2003 - September 2008
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2015 - Present
Barclays September 2008 - July 2015
Lehman Brothers August 2003 - September 2008
Montgomery Securities February 1996 - July 2003
Smith Barney May 1989 - February 1996
Drexel Burnham Lambert May 1983 - May 1989
Education
Tulane University 1979 — 1983
BA, History
Morgan Stanley Private Wealth Management July 2015 - Present
Barclays September 2008 - July 2015
Lehman Brothers August 2003 - September 2008
Montgomery Securities February 1996 - July 2003
Smith Barney May 1989 - February 1996
Drexel Burnham Lambert May 1983 - May 1989
Education
Tulane University 1979 — 1983
BA, History
Allison Larkin's Lehman Brothers Experience July 2008 - September 2008
Job Global Emerging Markets Equity Sales
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Advantage Futures January 2004 - July 2006
Mizuho Corporate Bank May 2002 - January 2004
Skills
Financial Modeling, Hedge Funds, Bloomberg, Portfolio Management, Competitive Analysis, Investments, Asset Management, Investment Banking, Capital Markets, Asset Managment, Risk Management, Equity Research, Emerging Markets
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Mathematics
Barclays Capital September 2008 - Present
Lehman Brothers July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
Advantage Futures January 2004 - July 2006
Mizuho Corporate Bank May 2002 - January 2004
Skills
Financial Modeling, Hedge Funds, Bloomberg, Portfolio Management, Competitive Analysis, Investments, Asset Management, Investment Banking, Capital Markets, Asset Managment, Risk Management, Equity Research, Emerging Markets
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Mathematics
Jack Cooney's Lehman Brothers Experience 2004 - 2005
Job Vice President at AllianceBernstein
Industry Real Estate
Experience
AllianceBernstein L.P. 2015 - Present
PCCP 2013 - 2015
Black Creek Group 2007 - 2009
Wachovia Securities 2005 - 2007
Lehman Brothers 2004 - 2005
Skills
Corporate Finance, Capital Markets, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Market Research, Real Estate Private..., Commercial Real Estate, Real Estate Development, Real Estate Financing, Private Equity, Investment Banking, Venture Capital, Business Development, Equities, Asset Managment, Investments, Entrepreneurship, Competitive Analysis, Hedge Funds, Management Consulting, Strategic Planning
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Real Estate Finance
Yale University 2000 — 2004
BA, History
AllianceBernstein L.P. 2015 - Present
PCCP 2013 - 2015
Black Creek Group 2007 - 2009
Wachovia Securities 2005 - 2007
Lehman Brothers 2004 - 2005
Skills
Corporate Finance, Capital Markets, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Market Research, Real Estate Private..., Commercial Real Estate, Real Estate Development, Real Estate Financing, Private Equity, Investment Banking, Venture Capital, Business Development, Equities, Asset Managment, Investments, Entrepreneurship, Competitive Analysis, Hedge Funds, Management Consulting, Strategic Planning
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Real Estate Finance
Yale University 2000 — 2004
BA, History
matt de iturriaga's Lehman Brothers Experience October 1999 - January 2003
Job Asst. Manager at TRU
Industry Retail
Mitchel Bornstein's Lehman Brothers Experience July 1997 - July 1998
Job Entrepreneur and CFO
Industry Venture Capital & Private Equity
Experience
UrbanRide May 2006 - Present
Compensia March 2005 - March 2006
Providian Financial 2002 - 2003
CPMi August 1998 - August 2001
Lehman Brothers July 1997 - July 1998
Bear, Stearns & Co. Inc. 1996 - 1996
Skills
Ground Transportation, Transportation, Airports, Tourism, Contract Negotiation, Fundraising, Private Equity, Mergers, Management, Finance, Accounting, Bookkeeping, Payroll, Mergers & Acquisitions, Financial Analysis, Entrepreneurship
Education
Anderson School at UCLA 2000 — 2002
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Yale University 1993 — 1997
Bachelor of Arts (BA), Economics
UrbanRide May 2006 - Present
Compensia March 2005 - March 2006
Providian Financial 2002 - 2003
CPMi August 1998 - August 2001
Lehman Brothers July 1997 - July 1998
Bear, Stearns & Co. Inc. 1996 - 1996
Skills
Ground Transportation, Transportation, Airports, Tourism, Contract Negotiation, Fundraising, Private Equity, Mergers, Management, Finance, Accounting, Bookkeeping, Payroll, Mergers & Acquisitions, Financial Analysis, Entrepreneurship
Education
Anderson School at UCLA 2000 — 2002
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Yale University 1993 — 1997
Bachelor of Arts (BA), Economics
Anish Aswani's Lehman Brothers Experience August 2005 - August 2007
Job Sr. Vice President at Moelis & Co.
Industry Investment Banking
Experience
Moelis & Co. August 2007 - Present
Lehman Brothers August 2005 - August 2007
Lehman Brothers June 2004 - August 2004
Intel Corporation August 1998 - August 2003
Skills
Investment Banking, Valuation, Financial Modeling, Divestitures, Capital Markets, Private Equity, M&A experience, Corporate Finance, Leveraged Finance, Corporate Development, Equities, Mergers & Acquisitions, Due Diligence, Investments
Education
UCLA Anderson School of Management 2003 — 2005
MBA, Finance and Accounting
University of California, Berkeley 1994 — 1998
BS, Electrical Engineering/Computer Science
Moelis & Co. August 2007 - Present
Lehman Brothers August 2005 - August 2007
Lehman Brothers June 2004 - August 2004
Intel Corporation August 1998 - August 2003
Skills
Investment Banking, Valuation, Financial Modeling, Divestitures, Capital Markets, Private Equity, M&A experience, Corporate Finance, Leveraged Finance, Corporate Development, Equities, Mergers & Acquisitions, Due Diligence, Investments
Education
UCLA Anderson School of Management 2003 — 2005
MBA, Finance and Accounting
University of California, Berkeley 1994 — 1998
BS, Electrical Engineering/Computer Science
Robert Smalley's Lehman Brothers Experience 1991 - 1994
Job Executive Director, UBS Securities LLC
Industry Financial Services
Experience
UBS Securities LLC June 2010 - Present
JP Morgan Asset Management 2009 - 2010
Cura Capital Management 2006 - 2008
FrontPoint Partners, LLC 2004 - 2006
Clinton Group 2002 - 2004
HSBC 1998 - 2002
Morgan Stanley 1994 - 1998
Lehman Brothers 1991 - 1994
American Express 1989 - 1991
KBW 1986 - 1989
Skills
Credit, Portfolio Management, Security Analysis, Fixed Income Research, Fixed Income, Hedge Funds, CDS, Debt, Relative Value, Buy-side, Financial Institutions, Bonds, Derivatives, Credit Derivatives, Credit Analysis, Financial Analysis, Financial Markets, Capital Structure, Series 7, Fixed Income Analysis, Investments, Capital Markets, Trading, Equities, High Yield, Credit Risk, Investment Banking, Bloomberg, Securities, Equity Derivatives, Financial Risk, Asset Management, Emerging Markets, Banking, Alternative Investments, Options, Structured Products, Asset Allocation, Finance, Structured Finance, Mutual Funds, FX Options, Equity Research, Loans, CDO, Quantitative Analytics, Wealth Management, Hedging, Fund Of Funds, Swaps
Education
Columbia University School of International Affairs 1983 — 1986
Master of International Affairs, International Finance and Banking
Union College 1976 — 1981
Bachelor of Arts, Poli Sci/Econ-- Russian, Chinese Studies
UBS Securities LLC June 2010 - Present
JP Morgan Asset Management 2009 - 2010
Cura Capital Management 2006 - 2008
FrontPoint Partners, LLC 2004 - 2006
Clinton Group 2002 - 2004
HSBC 1998 - 2002
Morgan Stanley 1994 - 1998
Lehman Brothers 1991 - 1994
American Express 1989 - 1991
KBW 1986 - 1989
Skills
Credit, Portfolio Management, Security Analysis, Fixed Income Research, Fixed Income, Hedge Funds, CDS, Debt, Relative Value, Buy-side, Financial Institutions, Bonds, Derivatives, Credit Derivatives, Credit Analysis, Financial Analysis, Financial Markets, Capital Structure, Series 7, Fixed Income Analysis, Investments, Capital Markets, Trading, Equities, High Yield, Credit Risk, Investment Banking, Bloomberg, Securities, Equity Derivatives, Financial Risk, Asset Management, Emerging Markets, Banking, Alternative Investments, Options, Structured Products, Asset Allocation, Finance, Structured Finance, Mutual Funds, FX Options, Equity Research, Loans, CDO, Quantitative Analytics, Wealth Management, Hedging, Fund Of Funds, Swaps
Education
Columbia University School of International Affairs 1983 — 1986
Master of International Affairs, International Finance and Banking
Union College 1976 — 1981
Bachelor of Arts, Poli Sci/Econ-- Russian, Chinese Studies
Dean Goulet, CFA's Lehman Brothers Experience February 2005 - April 2006
Job Vice President at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2013 - Present
Societe Generale Corporate and Investment Banking August 2007 - May 2013
BNP Paribas April 2006 - August 2007
Lehman Brothers February 2005 - April 2006
Harrisdirect 1995 - 2004
Skills
Visio, MS Project, Excel, PowerPoint, Word, Credit Derivatives, Interest Rate..., Clearing, Change Management, Business Analysis, Six Sigma, Equity Derivatives, Equities, Financial Risk, Risk Management, Minitab, Project Management, Investment Banking, Prime Brokerage, Product Development, Hedge Funds, Back Office, Securities, Microsoft Word, Microsoft Excel, Trading, Middle Office, Derivatives, Capital Markets, Fixed Income, Financial Markets, Options, Electronic Trading, Trading Systems
Education
Union College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Union College
Barclays Investment Bank May 2013 - Present
Societe Generale Corporate and Investment Banking August 2007 - May 2013
BNP Paribas April 2006 - August 2007
Lehman Brothers February 2005 - April 2006
Harrisdirect 1995 - 2004
Skills
Visio, MS Project, Excel, PowerPoint, Word, Credit Derivatives, Interest Rate..., Clearing, Change Management, Business Analysis, Six Sigma, Equity Derivatives, Equities, Financial Risk, Risk Management, Minitab, Project Management, Investment Banking, Prime Brokerage, Product Development, Hedge Funds, Back Office, Securities, Microsoft Word, Microsoft Excel, Trading, Middle Office, Derivatives, Capital Markets, Fixed Income, Financial Markets, Options, Electronic Trading, Trading Systems
Education
Union College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Union College
Anna Blender's Lehman Brothers Experience July 2007 - September 2008
Job VP/ Account Director at BAV Consulting
Industry Marketing and Advertising
Experience
BAV Consulting June 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers July 2007 - September 2008
The Marketing Audit 2005 - 2007
Avon June 2005 - August 2005
Italy America Chamber of Commerce May 2004 - August 2004
Skills
Customer Insight, Segmentation, Analytics, Data Analysis, Marketing Research, Social Media, Marketing Strategy, Brand Architecture, Analysis, Competitive Analysis, Strategy, Integrated Marketing, Mobile Marketing
Education
University of Pennsylvania - The Wharton School
BS, Economics (Finance, Marketing Concentration)
University of Pennsylvania
BA, International & Italian Studies
Università Commerciale 'Luigi Bocconi'
n/a, Economics
BAV Consulting June 2010 - Present
Barclays Capital September 2008 - May 2010
Lehman Brothers July 2007 - September 2008
The Marketing Audit 2005 - 2007
Avon June 2005 - August 2005
Italy America Chamber of Commerce May 2004 - August 2004
Skills
Customer Insight, Segmentation, Analytics, Data Analysis, Marketing Research, Social Media, Marketing Strategy, Brand Architecture, Analysis, Competitive Analysis, Strategy, Integrated Marketing, Mobile Marketing
Education
University of Pennsylvania - The Wharton School
BS, Economics (Finance, Marketing Concentration)
University of Pennsylvania
BA, International & Italian Studies
Università Commerciale 'Luigi Bocconi'
n/a, Economics
James Rooney's Lehman Brothers Experience August 1994 - June 1997
Job Senior Partner, Freestone Capital Management
Industry Investment Management
Experience
Freestone Capital Management January 2009 - Present
CIBC World Markets April 2004 - May 2008
Reuters May 1999 - September 2002
Lehman Brothers August 1994 - June 1997
Skills
Investments, Investment Banking, Corporate Development, Alternative Investments, Hedge Funds, Private Equity, Asset Management, Venture Capital, Valuation, Equities, Due Diligence, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
Master of Business Administration (MBA)
Washington University in St. Louis 1990 — 1994
BA, Economics & History
Landon School 1984 — 1990
Freestone Capital Management January 2009 - Present
CIBC World Markets April 2004 - May 2008
Reuters May 1999 - September 2002
Lehman Brothers August 1994 - June 1997
Skills
Investments, Investment Banking, Corporate Development, Alternative Investments, Hedge Funds, Private Equity, Asset Management, Venture Capital, Valuation, Equities, Due Diligence, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
Master of Business Administration (MBA)
Washington University in St. Louis 1990 — 1994
BA, Economics & History
Landon School 1984 — 1990
Alexander Burnes's Lehman Brothers Experience June 2008 - September 2008
Job Vice President, Equity Research Metals & Mining
Industry Investment Banking
Experience
Nomura September 2012 - Present
Nomura August 2011 - September 2012
Nomura October 2008 - August 2011
Lehman Brothers June 2008 - September 2008
Skills
Equities, Trading, Financial Modeling, Derivatives, Bloomberg, Equity Derivatives, Financial Analysis, Options
Education
Tufts University 2004 — 2008
Bachelor's degree
Tufts University 2004 — 2008
Bachelor's degree, International Relations
Nomura September 2012 - Present
Nomura August 2011 - September 2012
Nomura October 2008 - August 2011
Lehman Brothers June 2008 - September 2008
Skills
Equities, Trading, Financial Modeling, Derivatives, Bloomberg, Equity Derivatives, Financial Analysis, Options
Education
Tufts University 2004 — 2008
Bachelor's degree
Tufts University 2004 — 2008
Bachelor's degree, International Relations
Chris Waguespack's Lehman Brothers Experience August 1996 - June 2000
Job Trader at Taconic Capital Advisors
Industry Financial Services
Experience
Taconic Capital Advisors May 2008 - Present
JWH March 2006 - April 2008
Zola Capital Management August 2000 - February 2006
Lehman Brothers August 1996 - June 2000
Education
Tulane University 1992 — 1996
Taconic Capital Advisors May 2008 - Present
JWH March 2006 - April 2008
Zola Capital Management August 2000 - February 2006
Lehman Brothers August 1996 - June 2000
Education
Tulane University 1992 — 1996
Kevin Melarkey's Lehman Brothers Experience September 2005 - October 2008
Job Marketing & Event Production Professional
Industry Marketing and Advertising
Experience
Freelance October 2014 - April 2015
UBS Global Asset Management July 2014 - September 2014
American International Group January 2014 - March 2014
Oppenheimer Funds June 2013 - October 2013
Prudential Financial September 2011 - April 2012
Freelance January 2011 - August 2011
Pershing June 2010 - December 2010
Freelance November 2008 - May 2010
Lehman Brothers September 2005 - October 2008
C2 Creative January 2002 - May 2004
Skills
Marketing Strategy, Event Execution, eCommunications, B2B Marketing, Digital Marketing, Mobile Marketing, Mobile Applications, Financial Markets, Multi-channel Marketing, Business Events, Digital Media, Email Marketing, Digital Strategy, Social Media Marketing, Integrated Marketing, Management, Event Planning, Business, Online Advertising, Marketing Communications, SEO, Marketing, Online Marketing, Advertising, Strategy, Direct Marketing, Strategic Partnerships, Lead Generation, Analytics, E-commerce, CRM, Business Development, Interactive Marketing, Corporate Communications, Brand Development, Web Analytics, Competitive Analysis, Marketing Management
Education
University of California, Santa Barbara
Bachelor's Degree, Law & Society
Université de Toulouse-le-Mirail (Toulouse II)
French
US Navy
USS Inchon (LPH-12), R-Division Damage Control, E-5
Freelance October 2014 - April 2015
UBS Global Asset Management July 2014 - September 2014
American International Group January 2014 - March 2014
Oppenheimer Funds June 2013 - October 2013
Prudential Financial September 2011 - April 2012
Freelance January 2011 - August 2011
Pershing June 2010 - December 2010
Freelance November 2008 - May 2010
Lehman Brothers September 2005 - October 2008
C2 Creative January 2002 - May 2004
Skills
Marketing Strategy, Event Execution, eCommunications, B2B Marketing, Digital Marketing, Mobile Marketing, Mobile Applications, Financial Markets, Multi-channel Marketing, Business Events, Digital Media, Email Marketing, Digital Strategy, Social Media Marketing, Integrated Marketing, Management, Event Planning, Business, Online Advertising, Marketing Communications, SEO, Marketing, Online Marketing, Advertising, Strategy, Direct Marketing, Strategic Partnerships, Lead Generation, Analytics, E-commerce, CRM, Business Development, Interactive Marketing, Corporate Communications, Brand Development, Web Analytics, Competitive Analysis, Marketing Management
Education
University of California, Santa Barbara
Bachelor's Degree, Law & Society
Université de Toulouse-le-Mirail (Toulouse II)
French
US Navy
USS Inchon (LPH-12), R-Division Damage Control, E-5
Constance Sailer's Lehman Brothers Experience 1989 - 1996
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 1997 - Present
Lehman Brothers 1989 - 1996
Skills
Derivatives, Prime Brokerage, Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Capital Markets, Alternative Investments, Securities Lending, Collateral Management, Investments, Financial Markets, Securities
Education
Union College 1980 — 1984
Credit Suisse 1997 - Present
Lehman Brothers 1989 - 1996
Skills
Derivatives, Prime Brokerage, Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Capital Markets, Alternative Investments, Securities Lending, Collateral Management, Investments, Financial Markets, Securities
Education
Union College 1980 — 1984
Matthew Glotzer's Lehman Brothers Experience August 1992 - August 1994
Job Head of Media at Intertrust Technologies Corporation
Industry Entertainment
Experience
Intertrust Technologies Corporation August 2014 - Present
Hillcrest Labs May 2014 - Present
Fox Entertainment Group October 2005 - August 2014
Carnegie Mellon University January 2010 - December 2012
Twentieth Century Fox March 2003 - October 2005
Fox Filmed Entertainment June 2000 - March 2003
Twentieth Century Fox Home Entertainment June 1999 - May 2000
EMI Music August 1994 - August 1997
Lehman Brothers August 1992 - August 1994
Skills
Strategic Partnerships, Digital Media, Entertainment, New Media, Digital Strategy, Business Development, Marketing, Content Strategy, Video, Television, Licensing, Start-ups, Strategy, Mobile Devices, Digital Marketing, Film, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA
Wesleyan University 1988 — 1992
B.A., Economics (honors)
Roslyn High School 1984 — 1988
Intertrust Technologies Corporation August 2014 - Present
Hillcrest Labs May 2014 - Present
Fox Entertainment Group October 2005 - August 2014
Carnegie Mellon University January 2010 - December 2012
Twentieth Century Fox March 2003 - October 2005
Fox Filmed Entertainment June 2000 - March 2003
Twentieth Century Fox Home Entertainment June 1999 - May 2000
EMI Music August 1994 - August 1997
Lehman Brothers August 1992 - August 1994
Skills
Strategic Partnerships, Digital Media, Entertainment, New Media, Digital Strategy, Business Development, Marketing, Content Strategy, Video, Television, Licensing, Start-ups, Strategy, Mobile Devices, Digital Marketing, Film, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA
Wesleyan University 1988 — 1992
B.A., Economics (honors)
Roslyn High School 1984 — 1988
David Ardayfio's Lehman Brothers Experience July 2001 - September 2008
Job Managing Director at Barclays Capital
Industry Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 2001 - September 2008
Education
University of Pennsylvania - The Wharton School 1999 — 2001
United States Military Academy at West Point 1990 — 1994
BS, Quantitative Economics
Barclays Capital September 2008 - Present
Lehman Brothers July 2001 - September 2008
Education
University of Pennsylvania - The Wharton School 1999 — 2001
United States Military Academy at West Point 1990 — 1994
BS, Quantitative Economics
Margarida Coutinho's Lehman Brothers Experience 1991 - 1996
Job IPB at HSBC
Industry Banking
Experience
HSBC January 1999 - Present
HSBC Private Bank International 1999 - Present
HSBC Private Bank 1999 - Present
Beta Capital Management July 1996 - December 1998
Lehman Brothers 1991 - 1996
Skills
Fixed Income, Portfolio Management, Banking, Private Banking, Financial Markets, Equities, Asset Allocation, Wealth Management, Wealth Management..., Alternative Investments, Credit, Investment Banking, Financial Services, Investments, Relationship Management, Capital Markets
Education
Universidade do Porto 1985 — 1986
history
Escola Secundaria Augusto Gomes 1967 — 1974
HSBC January 1999 - Present
HSBC Private Bank International 1999 - Present
HSBC Private Bank 1999 - Present
Beta Capital Management July 1996 - December 1998
Lehman Brothers 1991 - 1996
Skills
Fixed Income, Portfolio Management, Banking, Private Banking, Financial Markets, Equities, Asset Allocation, Wealth Management, Wealth Management..., Alternative Investments, Credit, Investment Banking, Financial Services, Investments, Relationship Management, Capital Markets
Education
Universidade do Porto 1985 — 1986
history
Escola Secundaria Augusto Gomes 1967 — 1974
Lindsay Bofman's Lehman Brothers Experience June 2008 - September 2008
Job Institutional Interest Rates Sales
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Lehman Brothers June 2008 - September 2008
Education
Tulane University - A.B. Freeman School of Business 2004 — 2007
Barclays Capital October 2008 - Present
Lehman Brothers June 2008 - September 2008
Education
Tulane University - A.B. Freeman School of Business 2004 — 2007
Davide Giampa's Lehman Brothers Experience AnalystHoulihan Lokey Howard and Zukin1997 - 2002
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Lehman Brothers AnalystHoulihan Lokey Howard and Zukin1997 - 2002
Education
UCLA Anderson School of Management 2002 — 2004
Lehman Brothers AnalystHoulihan Lokey Howard and Zukin1997 - 2002
Education
UCLA Anderson School of Management 2002 — 2004
Yong Huang's Lehman Brothers Experience 2008 - 2010
Job Executive DirectorHead of Valuation Risk Group Budapest at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley 2010 - Present
Lehman Brothers 2008 - 2010
Lehman Brothers 2007 - 2008
Williams Energy 2000 - 2002
Skills
Derivatives, Interest Rate..., Credit Derivatives, Risk Management, Equity Derivatives, Financial Risk, Equities, Capital Markets, Commodity, Credit Risk, Financial Modeling, Options, Hedge Funds, Trading, Fixed Income, Valuation, Market Risk, Trading Systems, Investment Banking, Structured Products, Swaps, Hedging, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
Tsinghua University
Morgan Stanley 2010 - Present
Lehman Brothers 2008 - 2010
Lehman Brothers 2007 - 2008
Williams Energy 2000 - 2002
Skills
Derivatives, Interest Rate..., Credit Derivatives, Risk Management, Equity Derivatives, Financial Risk, Equities, Capital Markets, Commodity, Credit Risk, Financial Modeling, Options, Hedge Funds, Trading, Fixed Income, Valuation, Market Risk, Trading Systems, Investment Banking, Structured Products, Swaps, Hedging, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
Tsinghua University
Ken Usdin's Lehman Brothers Experience April 1998 - April 2000
Job Managing Director at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company October 2010 - Present
Bank of America Merrill Lynch March 2004 - October 2010
UBS April 2000 - March 2004
Lehman Brothers April 1998 - April 2000
Federal Reserve Bank of New York August 1995 - April 1998
Skills
Equity Research, Valuation, Financial Modeling, Investments, Sell Side
Education
Tufts University 1991 — 1995
BA, Quantitative Economics
Jefferies & Company October 2010 - Present
Bank of America Merrill Lynch March 2004 - October 2010
UBS April 2000 - March 2004
Lehman Brothers April 1998 - April 2000
Federal Reserve Bank of New York August 1995 - April 1998
Skills
Equity Research, Valuation, Financial Modeling, Investments, Sell Side
Education
Tufts University 1991 — 1995
BA, Quantitative Economics
Claudia Morikawa's Lehman Brothers Experience July 2005 - January 2010
Job Systems Analyst
Industry Information Technology and Services
Experience
Lehman Brothers July 2005 - January 2010
Morgan Stanley December 1999 - April 2005
Banco Noroeste S.A January 1997 - February 1999
Banco Real S.A. December 1995 - December 1996
Banco Sudameris S.A. May 1995 - October 1995
Serviço Federal de Processamento de Dados (SERPRO) July 1989 - April 1995
Skills
Full SDLC, Visio, Business Analysis, Access, Software Documentation, DB2, Cross-functional Team..., Management, Analysis, Integration, Testing, Quality Assurance, Business Process, SDLC, Project Management, Teamwork, Program Management, Requirements Analysis, Investment Banking, Communication Skills, Banking, COBOL
Education
The Institute for Data Center Professionals at Marist College 2013 — 2013
z/OS Application Programming Certificate – COBOL, A
Universidade de São Paulo 1980 — 1984
B.Sc, Statistics degree
Lehman Brothers July 2005 - January 2010
Morgan Stanley December 1999 - April 2005
Banco Noroeste S.A January 1997 - February 1999
Banco Real S.A. December 1995 - December 1996
Banco Sudameris S.A. May 1995 - October 1995
Serviço Federal de Processamento de Dados (SERPRO) July 1989 - April 1995
Skills
Full SDLC, Visio, Business Analysis, Access, Software Documentation, DB2, Cross-functional Team..., Management, Analysis, Integration, Testing, Quality Assurance, Business Process, SDLC, Project Management, Teamwork, Program Management, Requirements Analysis, Investment Banking, Communication Skills, Banking, COBOL
Education
The Institute for Data Center Professionals at Marist College 2013 — 2013
z/OS Application Programming Certificate – COBOL, A
Universidade de São Paulo 1980 — 1984
B.Sc, Statistics degree
Ben Helvey, CFA's Lehman Brothers Experience February 2004 - September 2008
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Credit Suisse September 2008 - September 2013
Lehman Brothers February 2004 - September 2008
Neuberger Berman 2001 - 2004
Oscar Capital Management 2001 - 2001
Telseon Networks 2000 - 2001
Star Telecommunications 1997 - 2000
Select Staffing 1996 - 1997
Skills
Fixed Income, Financial Modeling, Hedge Funds, Valuation, Equities, Capital Markets, Private Equity, Asset Managment, Alternative Investments, Portfolio Management, Corporate Finance, Investment Banking, Financial Analysis
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Westmont College 1992 — 1996
BA, Economics and Business
Morgan Stanley September 2013 - Present
Credit Suisse September 2008 - September 2013
Lehman Brothers February 2004 - September 2008
Neuberger Berman 2001 - 2004
Oscar Capital Management 2001 - 2001
Telseon Networks 2000 - 2001
Star Telecommunications 1997 - 2000
Select Staffing 1996 - 1997
Skills
Fixed Income, Financial Modeling, Hedge Funds, Valuation, Equities, Capital Markets, Private Equity, Asset Managment, Alternative Investments, Portfolio Management, Corporate Finance, Investment Banking, Financial Analysis
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Westmont College 1992 — 1996
BA, Economics and Business
Garrett Roberts's Lehman Brothers Experience December 2002 - September 2008
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Barclays Investment Bank September 2008 - July 2014
Lehman Brothers December 2002 - September 2008
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Trading, Series 7, Series 63, Investments, Financial Markets, Trading Systems
Education
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), International Relations and Affairs
Guggenheim Partners September 2014 - Present
Barclays Investment Bank September 2008 - July 2014
Lehman Brothers December 2002 - September 2008
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Trading, Series 7, Series 63, Investments, Financial Markets, Trading Systems
Education
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), International Relations and Affairs
Jane Liquore's Lehman Brothers Experience 2003 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Lehman Brothers 2003 - 2007
DMR Consulting Group 1996 - 2001
DMR Consulting / Fujitsu Consulting Services 1996 - 2001
Sea-Land Services 1979 - 1995
Hermans World of Sporting Goods 1973 - 1977
Skills
Business Analysis, SDLC, Vendor Management, Management, Integration, Software Development, IT Strategy, Business Intelligence, Requirements Analysis, Software Project..., IT Service Management, Business Process, ITIL
Education
Union County College
Lehman Brothers 2003 - 2007
DMR Consulting Group 1996 - 2001
DMR Consulting / Fujitsu Consulting Services 1996 - 2001
Sea-Land Services 1979 - 1995
Hermans World of Sporting Goods 1973 - 1977
Skills
Business Analysis, SDLC, Vendor Management, Management, Integration, Software Development, IT Strategy, Business Intelligence, Requirements Analysis, Software Project..., IT Service Management, Business Process, ITIL
Education
Union County College
Richard Repetto's Lehman Brothers Experience August 1997 - 2000
Job Principal at Sandler O'Neill + Partners
Industry Financial Services
Experience
Sandler O'Neill + Partners November 2003 - Present
Putnam Lovell NBF August 2000 - October 2003
Lehman Brothers August 1997 - 2000
Mobil 1985 - 2000
Skills
Asset Managment, Equities, Derivatives, Capital Markets, Investment Banking, Valuation, Strategic Planning, Hedge Funds, Fixed Income, Business Development
Education
Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
United States Military Academy at West Point
BS, Mechanical Engineering
Sandler O'Neill + Partners November 2003 - Present
Putnam Lovell NBF August 2000 - October 2003
Lehman Brothers August 1997 - 2000
Mobil 1985 - 2000
Skills
Asset Managment, Equities, Derivatives, Capital Markets, Investment Banking, Valuation, Strategic Planning, Hedge Funds, Fixed Income, Business Development
Education
Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
United States Military Academy at West Point
BS, Mechanical Engineering
Sorin-Radu Medrea's Lehman Brothers Experience 1999 - 2000
Job Investment Banking IT Professional
Industry Financial Services
Experience
Morgan Stanley September 2000 - Present
Lehman Brothers 1999 - 2000
Citibank 1995 - 1997
Romtelecom 1992 - 1993
Education
Universitatea „Politehnica” din București
master of science, computer science
Morgan Stanley September 2000 - Present
Lehman Brothers 1999 - 2000
Citibank 1995 - 1997
Romtelecom 1992 - 1993
Education
Universitatea „Politehnica” din București
master of science, computer science
Marissa Maren's Lehman Brothers Experience July 2008 - September 2008
Job Client Manager
Industry Textiles
Experience
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Tufts University 2004 - 2008
Education
Tufts University 2004 — 2008
BS, Mechanical Engineering, Entrepreneurial Leadership
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Tufts University 2004 - 2008
Education
Tufts University 2004 — 2008
BS, Mechanical Engineering, Entrepreneurial Leadership
Nelda Raful's Lehman Brothers Experience December 2007 - September 2008
Job Managing Director at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth September 2008 - Present
Lehman Brothers December 2007 - September 2008
Lehman Brothers November 2003 - November 2007
Lehman Brothers March 2002 - October 2003
Lehman Brothers April 1998 - December 2001
Lehman Brothers September 1995 - March 1998
Lehman Brothers October 1993 - August 1995
Credomatic June 1992 - February 1993
Credomatic May 1988 - May 1992
Banco Popular August 1987 - April 1988
Skills
Fixed Income, Trading Systems, Equities
Education
Universidad Nacional Pedro Henríquez Ureña 1982 — 1986
Computer Engineering
Barclays Wealth September 2008 - Present
Lehman Brothers December 2007 - September 2008
Lehman Brothers November 2003 - November 2007
Lehman Brothers March 2002 - October 2003
Lehman Brothers April 1998 - December 2001
Lehman Brothers September 1995 - March 1998
Lehman Brothers October 1993 - August 1995
Credomatic June 1992 - February 1993
Credomatic May 1988 - May 1992
Banco Popular August 1987 - April 1988
Skills
Fixed Income, Trading Systems, Equities
Education
Universidad Nacional Pedro Henríquez Ureña 1982 — 1986
Computer Engineering
Shengyan Fan's Lehman Brothers Experience August 2000 - July 2002
Job Vice President at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital Vice PresidentMacquarie Capital LtdSeptember 2006 - July 2008
ABN AMRO Hong Kong Ltd. August 2004 - August 2006
Fox-Pitt, Kelton July 2002 - May 2004
Lehman Brothers August 2000 - July 2002
Education
Tsinghua University
University of Oxford
南外
Macquarie Capital Vice PresidentMacquarie Capital LtdSeptember 2006 - July 2008
ABN AMRO Hong Kong Ltd. August 2004 - August 2006
Fox-Pitt, Kelton July 2002 - May 2004
Lehman Brothers August 2000 - July 2002
Education
Tsinghua University
University of Oxford
南外
Christian Reenstierna's Lehman Brothers Experience 2007 - 2008
Job Managing Partner at CRE Asset Advisors
Industry Real Estate
Experience
CRE Asset Advisors October 2012 - Present
Admirals Bank May 2010 - October 2012
Capital Crossing Servicing 2007 - May 2010
Lehman Brothers 2007 - 2008
Capital Crossing Bank 2007 - 2008
Skills
Valuation, Asset Managment, Real Estate, Commercial Real Estate, Loans, Asset Management, Due Diligence, Real Estate Economics, Mortgage Lending, Underwriting, Disposition, Investment Properties, Portfolio Management, Real Estate Financing, Loan Origination, Investments
Education
Tufts University 1982 — 1986
CRE Asset Advisors October 2012 - Present
Admirals Bank May 2010 - October 2012
Capital Crossing Servicing 2007 - May 2010
Lehman Brothers 2007 - 2008
Capital Crossing Bank 2007 - 2008
Skills
Valuation, Asset Managment, Real Estate, Commercial Real Estate, Loans, Asset Management, Due Diligence, Real Estate Economics, Mortgage Lending, Underwriting, Disposition, Investment Properties, Portfolio Management, Real Estate Financing, Loan Origination, Investments
Education
Tufts University 1982 — 1986
Sherri Dewey's Lehman Brothers Experience August 1997 - March 2007
Job CPA, Product Manager
Industry Financial Services
Experience
Lehman Brothers August 1997 - March 2007
Rydex Fund Services, Inc. May 1995 - August 1997
Coopers & Lybrand Consulting September 1993 - May 1995
Skills
Hedge Funds, Equities, Capital Markets, Financial Services
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
BSM
Lehman Brothers August 1997 - March 2007
Rydex Fund Services, Inc. May 1995 - August 1997
Coopers & Lybrand Consulting September 1993 - May 1995
Skills
Hedge Funds, Equities, Capital Markets, Financial Services
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
BSM
Gary Heffernan's Lehman Brothers Experience June 2007 - August 2007
Job Equity Research at Capital Group
Industry Investment Management
Experience
Capital Group September 2013 - Present
Barclays July 2012 - August 2013
Barclays Capital May 2010 - July 2012
Barclays Capital July 2008 - May 2010
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Series 7, Series 63
Education
Tufts University 2004 — 2008
BA, Quantitative Economics
Capital Group September 2013 - Present
Barclays July 2012 - August 2013
Barclays Capital May 2010 - July 2012
Barclays Capital July 2008 - May 2010
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Series 7, Series 63
Education
Tufts University 2004 — 2008
BA, Quantitative Economics
Edgar Crossett, CFA's Lehman Brothers Experience June 2006 - September 2008
Job Capital Markets at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting 2015 - Present
Deutsche Bank October 2014 - April 2015
Barclays Capital September 2008 - 2014
Lehman Brothers June 2006 - September 2008
Barclays Capital April 2005 - May 2006
Refco December 2003 - April 2005
Skills
Derivatives, Commodity, Options, Trading, FX Options
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science in Management, Finance
Actualize Consulting 2015 - Present
Deutsche Bank October 2014 - April 2015
Barclays Capital September 2008 - 2014
Lehman Brothers June 2006 - September 2008
Barclays Capital April 2005 - May 2006
Refco December 2003 - April 2005
Skills
Derivatives, Commodity, Options, Trading, FX Options
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science in Management, Finance
Pedro Placencia's Lehman Brothers Experience 2001 - 2008
Job CTS Locus IT Operations
Industry Computer Networking
Experience
Credit Suisse First Boston July 2010 - Present
Barclays September 2008 - July 2010
Lehman Brothers 2001 - 2008
Skills
Trading Systems, Equities, Electronic Trading, Capital Markets, Derivatives, Market Data, Equity Derivatives, Sybase, Equity Trading, Vendor Management, Business Analysis
Education
Universidad APEC 1987 — 1990
Computer System Analist, Technology
Universidad APEC 1986 — 1987
Electronic Technician, Technology
Credit Suisse First Boston July 2010 - Present
Barclays September 2008 - July 2010
Lehman Brothers 2001 - 2008
Skills
Trading Systems, Equities, Electronic Trading, Capital Markets, Derivatives, Market Data, Equity Derivatives, Sybase, Equity Trading, Vendor Management, Business Analysis
Education
Universidad APEC 1987 — 1990
Computer System Analist, Technology
Universidad APEC 1986 — 1987
Electronic Technician, Technology
Cindy Mercado-Reyes's Lehman Brothers Experience September 2007 - January 2008
Job Team Lead, Quality Assurance Development Hook & Loop | A division of Infor
Industry Information Technology and Services
Experience
Hook & Loop A division of Infor Quality AssuranceTory BurchMarch 2013 - Present
Inuvo, Inc. October 2012 - March 2013
Johnson & Johnson April 2012 - October 2012
Coach December 2011 - April 2012
Scholastic February 2008 - June 2011
Lehman Brothers September 2007 - January 2008
Citi March 2005 - September 2007
Christie's September 2004 - March 2005
Skills
Quality Assurance, SDLC, Business Analysis, User Acceptance Testing, Quality Center, Software Quality..., Test Planning, Agile Methodologies, Test Cases, Requirements Analysis, Testing, Scrum, SAP, SolMan, QTP, Visual Basic, Java, JavaScript, Project Management, Management, Team Management, XML, test director, SQL, Atlassian JIRA, Selenium, Unix, ClearQuest, HP Quality Center, JIRA, HP QTP
Education
Integration Specialist Inc. 2002 — 2002
programming in Microsoft VB enterprise 6.0
Global IT Solutions 2001 — 2001
QA Certification, QA methodology and testing standards and processes
Union County College 1998 — 2000
Associate's degree, Computer Science/ Data Processing
Hook & Loop A division of Infor Quality AssuranceTory BurchMarch 2013 - Present
Inuvo, Inc. October 2012 - March 2013
Johnson & Johnson April 2012 - October 2012
Coach December 2011 - April 2012
Scholastic February 2008 - June 2011
Lehman Brothers September 2007 - January 2008
Citi March 2005 - September 2007
Christie's September 2004 - March 2005
Skills
Quality Assurance, SDLC, Business Analysis, User Acceptance Testing, Quality Center, Software Quality..., Test Planning, Agile Methodologies, Test Cases, Requirements Analysis, Testing, Scrum, SAP, SolMan, QTP, Visual Basic, Java, JavaScript, Project Management, Management, Team Management, XML, test director, SQL, Atlassian JIRA, Selenium, Unix, ClearQuest, HP Quality Center, JIRA, HP QTP
Education
Integration Specialist Inc. 2002 — 2002
programming in Microsoft VB enterprise 6.0
Global IT Solutions 2001 — 2001
QA Certification, QA methodology and testing standards and processes
Union County College 1998 — 2000
Associate's degree, Computer Science/ Data Processing
Alyson Gindi's Lehman Brothers Experience 1998 - 2005
Job FP&A at Burberry
Industry Retail
Experience
Burberry March 2010 - Present
Ann Taylor August 2005 - May 2010
Lehman Brothers 1998 - 2005
Education
University at Albany, SUNY 1991 — 1995
Business, Finance / MIS
Burberry March 2010 - Present
Ann Taylor August 2005 - May 2010
Lehman Brothers 1998 - 2005
Education
University at Albany, SUNY 1991 — 1995
Business, Finance / MIS
Jeff Theiler's Lehman Brothers Experience August 2003 - July 2007
Job Chief Financial Officer at Physicians Realty Trust
Industry Real Estate
Experience
Physicians Realty Trust July 2014 - Present
Green Street Advisors January 2010 - May 2014
Banc of America Securities June 2007 - June 2008
Lehman Brothers August 2003 - July 2007
Thermoretec February 2000 - June 2001
Menzie-Cura and Associates August 1998 - October 1999
Skills
Valuation, Equities, Financial Modeling, Capital Markets, Investment Banking, Hedge Funds, Due Diligence, Investments, Mergers, Corporate Finance, Financial Analysis, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Corporate Finance
Tulane University 1996 — 1997
MSPH, Environmental Toxicology
Vanderbilt University 1991 — 1995
B.S., Biology
Physicians Realty Trust July 2014 - Present
Green Street Advisors January 2010 - May 2014
Banc of America Securities June 2007 - June 2008
Lehman Brothers August 2003 - July 2007
Thermoretec February 2000 - June 2001
Menzie-Cura and Associates August 1998 - October 1999
Skills
Valuation, Equities, Financial Modeling, Capital Markets, Investment Banking, Hedge Funds, Due Diligence, Investments, Mergers, Corporate Finance, Financial Analysis, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Corporate Finance
Tulane University 1996 — 1997
MSPH, Environmental Toxicology
Vanderbilt University 1991 — 1995
B.S., Biology
Carlos Arango's Lehman Brothers Experience July 2006 - September 2008
Job International Investments Manager at ING Investment Management
Industry Investment Banking
Experience
ING Investment Management September 2010 - Present
Barclays Capital September 2008 - September 2010
Lehman Brothers July 2006 - September 2008
Santander Asset Management Colombia April 2003 - August 2004
Banco de Bogota August 2001 - April 2003
Skills
Investment Banking, Capital Markets, Investments, Portfolio Management, Mutual Funds, Private Equity, Derivatives
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2006
MBA, Finance
Universidad Externado de Colombia 1997 — 2001
BSc, Finance and International Relations
ING Investment Management September 2010 - Present
Barclays Capital September 2008 - September 2010
Lehman Brothers July 2006 - September 2008
Santander Asset Management Colombia April 2003 - August 2004
Banco de Bogota August 2001 - April 2003
Skills
Investment Banking, Capital Markets, Investments, Portfolio Management, Mutual Funds, Private Equity, Derivatives
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2006
MBA, Finance
Universidad Externado de Colombia 1997 — 2001
BSc, Finance and International Relations
Chris Hancock's Lehman Brothers Experience October 1998 - February 2000
Job Global Head of Investor Relations at Graticule Asset Management Asia
Industry Investment Management
Experience
Graticule Asset Management Asia January 2015 - Present
Fortress Investment Group July 2010 - December 2014
Artha Capital Management March 2009 - July 2010
Deutsche Asset Management, DB Advisors February 2000 - December 2008
Lehman Brothers October 1998 - February 2000
PricewaterhouseCoopers July 1996 - October 1998
Coopers & Lybrand Consulting June 1995 - September 1995
Skills
Hedge Funds, Alternative Investments
Education
Union College 1992 — 1996
BA, Economics
Graticule Asset Management Asia January 2015 - Present
Fortress Investment Group July 2010 - December 2014
Artha Capital Management March 2009 - July 2010
Deutsche Asset Management, DB Advisors February 2000 - December 2008
Lehman Brothers October 1998 - February 2000
PricewaterhouseCoopers July 1996 - October 1998
Coopers & Lybrand Consulting June 1995 - September 1995
Skills
Hedge Funds, Alternative Investments
Education
Union College 1992 — 1996
BA, Economics
Alex Alayon's Lehman Brothers Experience June 2004 - July 2006
Job Senior Portfolio Administrator l First Eagle Investment Management
Industry Investment Management
Experience
First Eagle Investment Management August 2006 - Present
Lehman Brothers June 2004 - July 2006
Geller & Company March 2004 - April 2004
Skills
Fixed Income
Education
State University of New York at Albany 1998 — 2003
Bachelor's degree, Finance
A. Philip Randolph Campus High School 1995 — 1998
Pre-Medicine/Pre-Medical Studies
First Eagle Investment Management August 2006 - Present
Lehman Brothers June 2004 - July 2006
Geller & Company March 2004 - April 2004
Skills
Fixed Income
Education
State University of New York at Albany 1998 — 2003
Bachelor's degree, Finance
A. Philip Randolph Campus High School 1995 — 1998
Pre-Medicine/Pre-Medical Studies
Kleber Rodriguez's Lehman Brothers Experience May 1977 - August 2008
Job Contractual Employee at Lehman Brothers Inc., in Liquidation
Industry Investment Banking
Experience
Lehman Brothers Inc. Trustee March 2011 - Present
Kleber Rodrguez & Assoc. 2010 - 2011
Barclays Capital February 2009 - September 2010
MF Global 2009 - 2010
Lehman Brothers May 1977 - August 2008
Shearson Lehman Brothers January 1988 - June 1994
EF Hutton & Company, Inc 1977 - 1987
Skills
Commodities, Regulatory Reporting, Derivatives, FX, SEC reporting, Back Office, Collateral Management, Financial Markets, Product Control, Proprietary Trading, Settlement, FX Options, Accounting, Commodity, Business Analysis, Fixed Income, Finance, Equities, Auditing, Credit Derivatives, Account Reconciliation, Swaps, Financial Services, Capital Markets, Futures, Forensic Accounting, Statutory Accounting, Hedge Funds, FINRA, Securities, Investment Banking, Alternative Investments, Trading Systems, Bloomberg, Equity Derivatives, Electronic Trading, Prime Brokerage, Equity Trading, Private Equity, Middle Office, Bonds, Hedging, Mutual Funds
Education
Universidad de Puerto Rico 1969 — 1976
BS, Accounting
University of Puerto Rico
Lehman Brothers Inc. Trustee March 2011 - Present
Kleber Rodrguez & Assoc. 2010 - 2011
Barclays Capital February 2009 - September 2010
MF Global 2009 - 2010
Lehman Brothers May 1977 - August 2008
Shearson Lehman Brothers January 1988 - June 1994
EF Hutton & Company, Inc 1977 - 1987
Skills
Commodities, Regulatory Reporting, Derivatives, FX, SEC reporting, Back Office, Collateral Management, Financial Markets, Product Control, Proprietary Trading, Settlement, FX Options, Accounting, Commodity, Business Analysis, Fixed Income, Finance, Equities, Auditing, Credit Derivatives, Account Reconciliation, Swaps, Financial Services, Capital Markets, Futures, Forensic Accounting, Statutory Accounting, Hedge Funds, FINRA, Securities, Investment Banking, Alternative Investments, Trading Systems, Bloomberg, Equity Derivatives, Electronic Trading, Prime Brokerage, Equity Trading, Private Equity, Middle Office, Bonds, Hedging, Mutual Funds
Education
Universidad de Puerto Rico 1969 — 1976
BS, Accounting
University of Puerto Rico
Pan Yu's Lehman Brothers Experience 2000 - 2005
Job Executive Director at Pacific Global Advisors LLC
Industry Investment Banking
Experience
Pacific Global Advisors LLC June 2013 - Present
Morgan Stanley 2010 - 2013
JPMorgan Chase 2008 - 2010
Barclays Investment Bank 2005 - 2008
Lehman Brothers 2000 - 2005
Skills
Investment Banking, Fixed Income
Education
Yale University 1991 — 1995
Doctor of Philosophy (PhD), Mechanical Engineering
Tsinghua University 1981 — 1986
Bachelor's degree, Engineering Mechanics
Pacific Global Advisors LLC June 2013 - Present
Morgan Stanley 2010 - 2013
JPMorgan Chase 2008 - 2010
Barclays Investment Bank 2005 - 2008
Lehman Brothers 2000 - 2005
Skills
Investment Banking, Fixed Income
Education
Yale University 1991 — 1995
Doctor of Philosophy (PhD), Mechanical Engineering
Tsinghua University 1981 — 1986
Bachelor's degree, Engineering Mechanics
Harlan Rothman's Lehman Brothers Experience August 1998 - 2008
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank August 2009 - Present
Lehman Holdings April 2009 - August 2009
Barclays September 2008 - January 2009
Lehman Brothers August 1998 - 2008
Education
Tufts University 1994 — 1998
Deutsche Bank August 2009 - Present
Lehman Holdings April 2009 - August 2009
Barclays September 2008 - January 2009
Lehman Brothers August 1998 - 2008
Education
Tufts University 1994 — 1998
Fernando Benjumea's Lehman Brothers Experience July 2008 - November 2008
Job Vice President at Project & Acquisition Finance U.S. at Banco Santander
Industry Banking
Experience
Santander Bank, N.A. September 2014 - Present
Banco Santander October 2011 - August 2014
Banco Santander December 2009 - October 2011
Santander UK December 2008 - December 2009
Lehman Brothers July 2008 - November 2008
Lehman Brothers March 2008 - May 2008
Credit Suisse July 2007 - November 2007
Credit Suisse October 2006 - December 2006
Credit Suisse July 2006 - September 2006
Skills
Structured Finance, Investment Banking, Capital Markets, LBO, Private Equity, Due Diligence, Financial Analysis, Project Finance, Debt Restructuring, Leveraged Finance, Project Portfolio...
Education
Universidad Carlos III de Madrid 2003 — 2008
Economics, Economics
British Council School Madrid 1989 — 2002
Santander Bank, N.A. September 2014 - Present
Banco Santander October 2011 - August 2014
Banco Santander December 2009 - October 2011
Santander UK December 2008 - December 2009
Lehman Brothers July 2008 - November 2008
Lehman Brothers March 2008 - May 2008
Credit Suisse July 2007 - November 2007
Credit Suisse October 2006 - December 2006
Credit Suisse July 2006 - September 2006
Skills
Structured Finance, Investment Banking, Capital Markets, LBO, Private Equity, Due Diligence, Financial Analysis, Project Finance, Debt Restructuring, Leveraged Finance, Project Portfolio...
Education
Universidad Carlos III de Madrid 2003 — 2008
Economics, Economics
British Council School Madrid 1989 — 2002
Ashley (Bickford) Aronson's Lehman Brothers Experience January 2006 - September 2008
Job Executive Search & Assessment Professional at Russell Reynolds Associates
Industry Financial Services
Experience
Russell Reynolds Associates 2012 - Present
Barclays Capital 2011 - 2012
Lehman Brothers January 2006 - September 2008
Skills
Leadership Development, Career Assessment, Succession Planning, Private Equity, Investor Relations, Executive Management, Investment Banking, Strategic Consulting, Financial Modeling, Corporate Finance, Financial Analysis, Investments, Recruiting, Finance, Mergers, Human Resources, Asset Management, Valuation, Financial Services, Organizational Behavior, Mergers & Acquisitions, Due Diligence, HR Consulting
Education
Torrey Pines High School
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
University of Southern California
Bachelor of Science, Business Administration, Real Estate Finance
Russell Reynolds Associates 2012 - Present
Barclays Capital 2011 - 2012
Lehman Brothers January 2006 - September 2008
Skills
Leadership Development, Career Assessment, Succession Planning, Private Equity, Investor Relations, Executive Management, Investment Banking, Strategic Consulting, Financial Modeling, Corporate Finance, Financial Analysis, Investments, Recruiting, Finance, Mergers, Human Resources, Asset Management, Valuation, Financial Services, Organizational Behavior, Mergers & Acquisitions, Due Diligence, HR Consulting
Education
Torrey Pines High School
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
University of Southern California
Bachelor of Science, Business Administration, Real Estate Finance
T. J. Anthony's Lehman Brothers Experience August 2000 - November 2001
Job Builds and operates companies involved in project development, energy, real estate, alternative investments and trading.
Industry Venture Capital & Private Equity
Experience
SunRay Power Management, LLC October 2010 - April 2015
Paloma Securities January 2007 - May 2010
Shinsei Bank August 2004 - December 2006
Shinsei Bank February 2002 - August 2004
Lehman Brothers August 2000 - November 2001
Fried, Frank, Harris, Shriver & Jacobson March 1996 - July 2000
Fried, Frank, Harris, Shriver & Jacobson September 1992 - February 1996
Fried, Frank, Harris, Shriver & Jacobson May 1987 - August 1992
Hunton & Williams LLP November 1985 - May 1987
Container Corporation of America September 1981 - August 1982
Skills
Mergers & Acquisitions, Capital Markets, Investment Banking, Structured Finance, Structured Products, Project Finance, Power Project..., Joint Ventures, Real Estate Transactions, Alternative Investments, Securities Lending, Debt & Equity Financing, Corporate Governance, Capital Structure, Venture Development, Credit Derivatives, Enterprise Risk..., Operational Risk..., Asset-backed..., Corporate Law, Contract Law, Property Law
Education
University of Chicago Law School 1982 — 1985
J.D., Law
Yale University 1979 — 1981
M.A., Economics
United States Military Academy at West Point 1970 — 1974
B.S., Engineering, Distinguished Graduate
SunRay Power Management, LLC October 2010 - April 2015
Paloma Securities January 2007 - May 2010
Shinsei Bank August 2004 - December 2006
Shinsei Bank February 2002 - August 2004
Lehman Brothers August 2000 - November 2001
Fried, Frank, Harris, Shriver & Jacobson March 1996 - July 2000
Fried, Frank, Harris, Shriver & Jacobson September 1992 - February 1996
Fried, Frank, Harris, Shriver & Jacobson May 1987 - August 1992
Hunton & Williams LLP November 1985 - May 1987
Container Corporation of America September 1981 - August 1982
Skills
Mergers & Acquisitions, Capital Markets, Investment Banking, Structured Finance, Structured Products, Project Finance, Power Project..., Joint Ventures, Real Estate Transactions, Alternative Investments, Securities Lending, Debt & Equity Financing, Corporate Governance, Capital Structure, Venture Development, Credit Derivatives, Enterprise Risk..., Operational Risk..., Asset-backed..., Corporate Law, Contract Law, Property Law
Education
University of Chicago Law School 1982 — 1985
J.D., Law
Yale University 1979 — 1981
M.A., Economics
United States Military Academy at West Point 1970 — 1974
B.S., Engineering, Distinguished Graduate
Sebastian Canale's Lehman Brothers Experience 1997 - 1999
Job Director Investment Banking Latinoamerica en HSBC Securities
Industry Investment Banking
Experience
HSBC Securities September 2009 - Present
Merrill Lynch July 1999 - January 2009
Lehman Brothers 1997 - 1999
ING Barings 1997 - 1997
Education
Universidad Torcuato Di Tella 1993 — 1997
Licenciado en Economía, Economía
HSBC Securities September 2009 - Present
Merrill Lynch July 1999 - January 2009
Lehman Brothers 1997 - 1999
ING Barings 1997 - 1997
Education
Universidad Torcuato Di Tella 1993 — 1997
Licenciado en Economía, Economía
Bill Killea's Lehman Brothers Experience August 1996 - June 1999
Job Business Development at Zoot Enterprises Inc.
Industry Financial Services
Experience
Zoot Enterprises Inc. February 2010 - Present
Zoot Enterprises, Inc. 2010 - 2011
Monumental Venture Partners July 2005 - February 2010
Monumental Ventures Suisse, SA August 2007 - January 2010
U.S. Navy Reserve 1980 - 2010
Merrill Lynch June 1999 - March 2005
Lehman Brothers August 1996 - June 1999
Skills
Aviation, Military, Defense, Executive Management, DoD, Business Development, Management, Program Management, Security Clearance, Mergers & Acquisitions, Strategic Planning, Military Operations, Systems Engineering, Navy, Government Contracting, Cross-functional Team..., Operational Planning, Leadership, Government, Government Procurement, Intelligence, Intelligence Analysis, Operations Management, Risk Management, Organizational..., Policy, Military Experience, Information Assurance, Tactics, Homeland Security
Education
UC Hastings College of the Law 1993 — 1996
Doctor of Law (JD)
Haas School of Business, UC Berkeley 1992 — 1996
Master of Business Administration (MBA)
U.S. Naval Postgraduate School 1986 — 1987
Master of Arts (M.A.), National Security Affairs
United States Naval Academy 1976 — 1980
Bachelor of Science, Political Science
Zoot Enterprises Inc. February 2010 - Present
Zoot Enterprises, Inc. 2010 - 2011
Monumental Venture Partners July 2005 - February 2010
Monumental Ventures Suisse, SA August 2007 - January 2010
U.S. Navy Reserve 1980 - 2010
Merrill Lynch June 1999 - March 2005
Lehman Brothers August 1996 - June 1999
Skills
Aviation, Military, Defense, Executive Management, DoD, Business Development, Management, Program Management, Security Clearance, Mergers & Acquisitions, Strategic Planning, Military Operations, Systems Engineering, Navy, Government Contracting, Cross-functional Team..., Operational Planning, Leadership, Government, Government Procurement, Intelligence, Intelligence Analysis, Operations Management, Risk Management, Organizational..., Policy, Military Experience, Information Assurance, Tactics, Homeland Security
Education
UC Hastings College of the Law 1993 — 1996
Doctor of Law (JD)
Haas School of Business, UC Berkeley 1992 — 1996
Master of Business Administration (MBA)
U.S. Naval Postgraduate School 1986 — 1987
Master of Arts (M.A.), National Security Affairs
United States Naval Academy 1976 — 1980
Bachelor of Science, Political Science
Lewis Godlis's Lehman Brothers Experience June 1982 - July 2002
Job principal at LSG Advisory
Industry Financial Services
Experience
LSG Advisory January 2009 - Present
ABN AMRO Bank N.V. January 2003 - May 2008
Lehman Brothers June 1982 - July 2002
Education
SUNY Albany 1980 — 1982
Master of Business Administration (MBA), Finance, General
CUNY 1976 — 1980
Bachelor's degree, economics/accounting
LSG Advisory January 2009 - Present
ABN AMRO Bank N.V. January 2003 - May 2008
Lehman Brothers June 1982 - July 2002
Education
SUNY Albany 1980 — 1982
Master of Business Administration (MBA), Finance, General
CUNY 1976 — 1980
Bachelor's degree, economics/accounting
Maggie Adalian's Lehman Brothers Experience August 2006 - October 2008
Job Associate Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2010 - Present
Scotia Capital November 2008 - May 2010
Lehman Brothers August 2006 - October 2008
Dewey & LeBoeuf LLP 2005 - 2006
Skills
Securities Regulation, FINRA
Education
Union College 2001 — 2005
BA, American History
RBC Capital Markets May 2010 - Present
Scotia Capital November 2008 - May 2010
Lehman Brothers August 2006 - October 2008
Dewey & LeBoeuf LLP 2005 - 2006
Skills
Securities Regulation, FINRA
Education
Union College 2001 — 2005
BA, American History
Ethan Klipper's Lehman Brothers Experience 2008 - 2008
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan January 2012 - Present
J.P. Morgan September 2008 - January 2012
Lehman Brothers 2008 - 2008
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance
J.P. Morgan January 2015 - Present
J.P. Morgan January 2012 - Present
J.P. Morgan September 2008 - January 2012
Lehman Brothers 2008 - 2008
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance
Marc Aylett's Lehman Brothers Experience June 2003 - June 2007
Job Associate Portfolio Manager at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management January 2015 - Present
Pomelo Capital January 2012 - December 2014
Barclays Capital June 2007 - January 2012
Lehman Brothers June 2003 - June 2007
Lehman Brothers 2000 - 2003
Skills
High Yield, Capital Markets, Fixed Income, Investment Banking, Equities, Hedge Funds, Valuation, Special Situations, Bloomberg, Equity Research, Financial Modeling, Private Equity, Bonds, Fixed Income Analysis, Credit Derivatives, CDS, Capital Structure, Proprietary Trading, Credit Analysis, Portfolio Management, Asset Management, Alternative Investments, Trading, Securities, Series 63, Investments, Equity Derivatives, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance & Accounting
Union College 1989 — 1993
BA, Economics
Advent Capital Management January 2015 - Present
Pomelo Capital January 2012 - December 2014
Barclays Capital June 2007 - January 2012
Lehman Brothers June 2003 - June 2007
Lehman Brothers 2000 - 2003
Skills
High Yield, Capital Markets, Fixed Income, Investment Banking, Equities, Hedge Funds, Valuation, Special Situations, Bloomberg, Equity Research, Financial Modeling, Private Equity, Bonds, Fixed Income Analysis, Credit Derivatives, CDS, Capital Structure, Proprietary Trading, Credit Analysis, Portfolio Management, Asset Management, Alternative Investments, Trading, Securities, Series 63, Investments, Equity Derivatives, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance & Accounting
Union College 1989 — 1993
BA, Economics
Nicholas Murray's Lehman Brothers Experience April 1985 - April 1993
Job President Boulevard Financial Group
Industry Financial Services
Experience
Boulevard Financial Group December 2013 - Present
Advantage Futures January 2004 - June 2013
Mizuho Securities USA Inc. September 2001 - December 2003
Citi Futures June 1995 - August 2001
Lehman Brothers April 1985 - April 1993
Skills
Hedge Funds, Fixed Income, Commodity, Series 7, Equities, Securities, Trading, Derivatives, Capital Markets, Investments, Alternative Investments, Portfolio Management, Asset Management, Electronic Trading, Options, Trading Systems, Bloomberg, Financial Markets, FX Options, Hedging, Proprietary Trading, Mutual Funds, Asset Managment, Alternative lending
Education
Tulane University 1976 — 1981
B.A., Economics
Boulevard Financial Group December 2013 - Present
Advantage Futures January 2004 - June 2013
Mizuho Securities USA Inc. September 2001 - December 2003
Citi Futures June 1995 - August 2001
Lehman Brothers April 1985 - April 1993
Skills
Hedge Funds, Fixed Income, Commodity, Series 7, Equities, Securities, Trading, Derivatives, Capital Markets, Investments, Alternative Investments, Portfolio Management, Asset Management, Electronic Trading, Options, Trading Systems, Bloomberg, Financial Markets, FX Options, Hedging, Proprietary Trading, Mutual Funds, Asset Managment, Alternative lending
Education
Tulane University 1976 — 1981
B.A., Economics
Anthony Kush's Lehman Brothers Experience December 2003 - November 2008
Job Wholesale Credit Analytics & Solutions Vice President
Industry Banking
Experience
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2012 - May 2014
JP Morgan Chase November 2008 - April 2012
Lehman Brothers December 2003 - November 2008
PwC August 2001 - December 2003
Education
Tulane University - A.B. Freeman School of Business 1997 — 2001
Bachelor's Degree, Accounting and Finance
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2012 - May 2014
JP Morgan Chase November 2008 - April 2012
Lehman Brothers December 2003 - November 2008
PwC August 2001 - December 2003
Education
Tulane University - A.B. Freeman School of Business 1997 — 2001
Bachelor's Degree, Accounting and Finance
Matthew Romano's Lehman Brothers Experience October 2007 - October 2008
Job Business Development Account Manager, Assistant Director, MBA
Industry Management Consulting
Experience
EY September 2014 - Present
Barclays January 2013 - September 2014
Barclays Capital October 2008 - December 2012
Lehman Brothers October 2007 - October 2008
JP Morgan Chase - Hedge Fund Services June 2007 - August 2007
Skills
Customer Relations, Bloomberg, Derivatives, Hedge Funds, Credit Derivatives, Fixed Income, Electronic Trading, Sales, CDS, Investment Banking, Sales Operations, Manage Client..., Relationship Management, Excel, Financial Analysis, Credit, Swaps, Trading, Options, Trading Systems, Financial Markets, Prime Brokerage, Capital Markets, Bloomberg Terminal, Client Service Oriented
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
State University of New York at Albany 2003 — 2007
Bachelor of Science (BS)
EY September 2014 - Present
Barclays January 2013 - September 2014
Barclays Capital October 2008 - December 2012
Lehman Brothers October 2007 - October 2008
JP Morgan Chase - Hedge Fund Services June 2007 - August 2007
Skills
Customer Relations, Bloomberg, Derivatives, Hedge Funds, Credit Derivatives, Fixed Income, Electronic Trading, Sales, CDS, Investment Banking, Sales Operations, Manage Client..., Relationship Management, Excel, Financial Analysis, Credit, Swaps, Trading, Options, Trading Systems, Financial Markets, Prime Brokerage, Capital Markets, Bloomberg Terminal, Client Service Oriented
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
State University of New York at Albany 2003 — 2007
Bachelor of Science (BS)
Frederick Bowers, II's Lehman Brothers Experience June 1999 - October 2008
Job Consultant at The Jericho Project
Industry Nonprofit Organization Management
Experience
The Jericho Project January 2009 - Present
Barclays Wealth October 2008 - December 2008
Lehman Brothers June 1999 - October 2008
JP Morgan Chase June 1993 - May 1999
OTC, Inc. August 1990 - December 1992
Skills
Private Equity, IPO, Equities, Strategic Consulting, Fundamental Analysis, Capital Markets, Emerging Markets, Fixed Income, Valuation, Alternative Investments, Financial Modeling, Investment Banking, Investment Management, Financial Markets, Hedge Funds, Business Strategy, Asset Management, Bloomberg, Management, Due Diligence, Strategy, Trading, Venture Capital
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
The Naganuma School Tokyo School of Japanese Language 1991 — 1992
Williams College 1986 — 1990
BA
Universidad Argentina de la Empresa 1988 — 1988
Phillips Exeter Academy 1982 — 1986
High School
The Jericho Project January 2009 - Present
Barclays Wealth October 2008 - December 2008
Lehman Brothers June 1999 - October 2008
JP Morgan Chase June 1993 - May 1999
OTC, Inc. August 1990 - December 1992
Skills
Private Equity, IPO, Equities, Strategic Consulting, Fundamental Analysis, Capital Markets, Emerging Markets, Fixed Income, Valuation, Alternative Investments, Financial Modeling, Investment Banking, Investment Management, Financial Markets, Hedge Funds, Business Strategy, Asset Management, Bloomberg, Management, Due Diligence, Strategy, Trading, Venture Capital
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
The Naganuma School Tokyo School of Japanese Language 1991 — 1992
Williams College 1986 — 1990
BA
Universidad Argentina de la Empresa 1988 — 1988
Phillips Exeter Academy 1982 — 1986
High School
Donatella De Ieso's Lehman Brothers Experience June 2006 - January 2008
Job VP at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners January 2011 - Present
Bank of America Merrill Lynch January 2008 - October 2010
Lehman Brothers June 2006 - January 2008
Education
Università Commerciale 'Luigi Bocconi' 2000 — 2005
Laurea, Finance
Evercore Partners January 2011 - Present
Bank of America Merrill Lynch January 2008 - October 2010
Lehman Brothers June 2006 - January 2008
Education
Università Commerciale 'Luigi Bocconi' 2000 — 2005
Laurea, Finance
Brady Clegg's Lehman Brothers Experience July 2004 - July 2006
Job Manager, SMB Product & Solution Specialists at Google
Industry Marketing and Advertising
Experience
UCLA Anderson School of Management September 2012 - June 2014
Google June 2013 - September 2013
Rustic Canyon Partners April 2013 - June 2013
Amplify.la February 2013 - April 2013
Winsby Inc. January 2009 - July 2012
Lehman Brothers / Barclays Capital February 2007 - October 2008
TransUnion July 2006 - February 2007
Lehman Brothers July 2004 - July 2006
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Yale University 2000 — 2004
BA
UCLA Anderson School of Management September 2012 - June 2014
Google June 2013 - September 2013
Rustic Canyon Partners April 2013 - June 2013
Amplify.la February 2013 - April 2013
Winsby Inc. January 2009 - July 2012
Lehman Brothers / Barclays Capital February 2007 - October 2008
TransUnion July 2006 - February 2007
Lehman Brothers July 2004 - July 2006
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Yale University 2000 — 2004
BA
Shawn Sullivan's Lehman Brothers Experience 1989 - 1997
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Executive DirectorUBSMay 1997 - May 2001
Lehman Brothers 1989 - 1997
Skills
Prime Brokerage, Equities
Education
United States Military Academy at West Point 1979 — 1983
BS, Mechanical Engineering
Credit Suisse Executive DirectorUBSMay 1997 - May 2001
Lehman Brothers 1989 - 1997
Skills
Prime Brokerage, Equities
Education
United States Military Academy at West Point 1979 — 1983
BS, Mechanical Engineering
Glen Warren's Lehman Brothers Experience February 1996 - July 1998
Job President & CFO at Antero Resources
Industry Oil & Energy
Experience
Antero Resources August 2002 - Present
Pennaco Energy July 1998 - February 2001
Lehman Brothers February 1996 - July 1998
Skills
Corporate Finance, Mergers & Acquisitions, Business Strategy, Energy, Financial Modeling, Financial Analysis, Strategy
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
University of Mississippi School of Law 1979 — 1981
Law, Oil & Gas; Property
Antero Resources August 2002 - Present
Pennaco Energy July 1998 - February 2001
Lehman Brothers February 1996 - July 1998
Skills
Corporate Finance, Mergers & Acquisitions, Business Strategy, Energy, Financial Modeling, Financial Analysis, Strategy
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
University of Mississippi School of Law 1979 — 1981
Law, Oil & Gas; Property
Giaime Cardi's Lehman Brothers Experience 1990 - 1992
Job Custom Assets Credit Suisse
Industry Banking
Oriol Campos Hernandez's Lehman Brothers Experience September 1999 - February 2005
Job Asesor Legal en Camara de Representantes
Industry Government Administration
Experience
Camara de Representantes January 2013 - Present
Camara de Representantes 2005 - December 2012
Lehman Brothers September 1999 - February 2005
Skills
Investigación jurídica, Planificación..., Elaboración de..., Gobierno, Finanzas, Elaboración de modelos..., Análisis financiero, Diligencia debida, Políticas públicas, Informes financieros
Education
Universidad de Puerto Rico 2006 — 2010
Juris Doctor, Derecho
Saint Peter's College 1998 — 2002
Bachelor's degree, Accounting and Business Law
Colegio San ignacio del Loyola 1992 — 1998
High School
Camara de Representantes January 2013 - Present
Camara de Representantes 2005 - December 2012
Lehman Brothers September 1999 - February 2005
Skills
Investigación jurídica, Planificación..., Elaboración de..., Gobierno, Finanzas, Elaboración de modelos..., Análisis financiero, Diligencia debida, Políticas públicas, Informes financieros
Education
Universidad de Puerto Rico 2006 — 2010
Juris Doctor, Derecho
Saint Peter's College 1998 — 2002
Bachelor's degree, Accounting and Business Law
Colegio San ignacio del Loyola 1992 — 1998
High School
Bill Rutledge's Lehman Brothers Experience 1996 - 2008
Job MD at Barclays
Industry Financial Services
Experience
Barclays May 1996 - Present
Lehman Brothers 1996 - 2008
Skills
Investment Banking, Derivatives, Capital Markets, Risk Management, Equities
Education
Tulane University 1990 — 1994
Bachelor of Arts (B.A.)
Northfield Mount Hermon 1986 — 1990
Barclays May 1996 - Present
Lehman Brothers 1996 - 2008
Skills
Investment Banking, Derivatives, Capital Markets, Risk Management, Equities
Education
Tulane University 1990 — 1994
Bachelor of Arts (B.A.)
Northfield Mount Hermon 1986 — 1990
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS