Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
Lehman Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lehman Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Darryl Knopp Darryl Knopp's Lehman Brothers Experience January 2007 - April 2008
Job Chief Credit Officer At Grouplend
Industry Management Consulting
Experience
Grouplend November 2014 - Present
SECAF Global January 2014 - Present
Mekong Development Bank June 2011 - August 2013
Freelance Consulting April 2009 - June 2011
PCA Life Insurance Co., Ltd. May 2008 - March 2010
Lehman Brothers January 2007 - April 2008
Shinsei Bank February 2005 - December 2006
Fair Isaac September 2002 - January 2005
President's Choice Bank November 2000 - September 2002
Canada Trust March 1992 - November 2000
Skills
Risk Management, Analytics, Financial Risk, Credit Risk, Credit, Data Modeling, Start-ups, Leadership, Financial Services, Mergers & Acquisitions, Management, Retail Banking, Enterprise Risk..., Market Risk, Credit Cards, Operational Risk, Finance, Portfolio Management, Banking, Strategy, Business Analysis, Business Strategy, Financial Analysis, Financial Modeling
Education
The University of Calgary 1985 — 1993
Bachelor's Degree, Actuarial Science, minor in Commerce
Grouplend November 2014 - Present
SECAF Global January 2014 - Present
Mekong Development Bank June 2011 - August 2013
Freelance Consulting April 2009 - June 2011
PCA Life Insurance Co., Ltd. May 2008 - March 2010
Lehman Brothers January 2007 - April 2008
Shinsei Bank February 2005 - December 2006
Fair Isaac September 2002 - January 2005
President's Choice Bank November 2000 - September 2002
Canada Trust March 1992 - November 2000
Skills
Risk Management, Analytics, Financial Risk, Credit Risk, Credit, Data Modeling, Start-ups, Leadership, Financial Services, Mergers & Acquisitions, Management, Retail Banking, Enterprise Risk..., Market Risk, Credit Cards, Operational Risk, Finance, Portfolio Management, Banking, Strategy, Business Analysis, Business Strategy, Financial Analysis, Financial Modeling
Education
The University of Calgary 1985 — 1993
Bachelor's Degree, Actuarial Science, minor in Commerce
Robin Lowe, CAIA Robin Lowe, CAIA's Lehman Brothers Experience September 1995 - June 2005
Job President & COO at MPA Capital Managment
Industry Investment Management
Experience
MPA Capital Managment January 2013 - Present
Man Investments July 2005 - December 2012
Lehman Brothers September 1995 - June 2005
Skills
Hedge Funds, Trading, Equities, Capital Markets, Research, Fund Of Funds, International Sales, Product Marketing, Investor Relations, New Business Development, Alternative Investments, Asset Management, Due Diligence, Investments, Mutual Funds, Fixed Income, Portfolio Management, Venture Capital, Derivatives
Education
University of Bristol 1992 — 1995
BSc
Kings College School, Wimbledon UK
Professional Qualifications
MPA Capital Managment January 2013 - Present
Man Investments July 2005 - December 2012
Lehman Brothers September 1995 - June 2005
Skills
Hedge Funds, Trading, Equities, Capital Markets, Research, Fund Of Funds, International Sales, Product Marketing, Investor Relations, New Business Development, Alternative Investments, Asset Management, Due Diligence, Investments, Mutual Funds, Fixed Income, Portfolio Management, Venture Capital, Derivatives
Education
University of Bristol 1992 — 1995
BSc
Kings College School, Wimbledon UK
Professional Qualifications
Bansri Poduval Bansri Poduval's Lehman Brothers Experience June 2008 - November 2008
Job Software Team Lead
Industry Information Technology and Services
Experience
Bullhorn August 2015 - Present
Bullhorn August 2014 - August 2015
Bullhorn February 2012 - August 2014
O.co February 2011 - February 2012
iPlant Collaborative at BIO 5 October 2009 - December 2010
Eller College of Management, University of Arizona August 2009 - December 2010
iPlant Collaborative at BIO 5 June 2010 - August 2010
Larsen & Toubro Infotech July 2007 - July 2009
Lehman Brothers June 2008 - November 2008
L&T Infotech July 2007 - June 2008
Skills
Selenium, Retail, Test Automation, Manual Testing, Regression Testing, Testing Tools, QTP, JIRA, Test Planning, User Acceptance Testing, Test Cases, Software Quality..., Testing, Agile Methodologies, Quality Center, SDLC, Quality Assurance, Unix, Functional Requirements, Quality Control, Oracle, Requirements Analysis, System Testing, Databases, Microsoft SQL Server, Perl, Defect Tracking, SQL, Java, Web Services, JavaScript, Web Applications, HTML, XML, Agile Testing
Education
University of Arizona, Eller College of Management 2009 — 2010
MS, MIS
University of Mumbai 2003 — 2007
BE, IT
Bullhorn August 2015 - Present
Bullhorn August 2014 - August 2015
Bullhorn February 2012 - August 2014
O.co February 2011 - February 2012
iPlant Collaborative at BIO 5 October 2009 - December 2010
Eller College of Management, University of Arizona August 2009 - December 2010
iPlant Collaborative at BIO 5 June 2010 - August 2010
Larsen & Toubro Infotech July 2007 - July 2009
Lehman Brothers June 2008 - November 2008
L&T Infotech July 2007 - June 2008
Skills
Selenium, Retail, Test Automation, Manual Testing, Regression Testing, Testing Tools, QTP, JIRA, Test Planning, User Acceptance Testing, Test Cases, Software Quality..., Testing, Agile Methodologies, Quality Center, SDLC, Quality Assurance, Unix, Functional Requirements, Quality Control, Oracle, Requirements Analysis, System Testing, Databases, Microsoft SQL Server, Perl, Defect Tracking, SQL, Java, Web Services, JavaScript, Web Applications, HTML, XML, Agile Testing
Education
University of Arizona, Eller College of Management 2009 — 2010
MS, MIS
University of Mumbai 2003 — 2007
BE, IT
Jeffrey S. Fortgang Jeffrey S. Fortgang's Lehman Brothers Experience 1992 - 1995
Job Managing Director High Yield Sales at Bank of America
Industry Investment Banking
Experience
Bank of America August 2008 - Present
Bank of America August 2008 - September 2011
Bear Stearns April 1995 - June 2008
Lehman Brothers 1992 - 1995
Skills
Fixed Income, High Yield, Investment Banking, Bonds, Credit Derivatives, Investments, Series 7
Education
State University of New York at Albany 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America August 2008 - Present
Bank of America August 2008 - September 2011
Bear Stearns April 1995 - June 2008
Lehman Brothers 1992 - 1995
Skills
Fixed Income, High Yield, Investment Banking, Bonds, Credit Derivatives, Investments, Series 7
Education
State University of New York at Albany 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
James Conway James Conway's Lehman Brothers Experience August 1998 - March 2003
Job Account Development Strategist, National Accounts
Industry Computer Software
Experience
Defran Systems July 2012 - January 2013
DATIS June 2011 - July 2012
Fidelity Investments November 2008 - February 2011
JPMorgan October 2006 - September 2008
JP Morgan Chase March 2004 - October 2006
Lehman Brothers August 1998 - March 2003
Skills
Business Analysis, Program Management, Business Development, CRM, Business Intelligence, Prime Brokerage, Hedge Funds, Strategy, Investment Banking, Requirements Analysis, FX Options, Trading, Financial Services, Account Management, Integration, Management, Investments, Leadership, Enterprise Software, Business Planning, Trading Systems, Fixed Income, Finance, Databases, Software Development, Relationship Management, SaaS, Executive Management, Entrepreneurship, Sales, Training, Professional Services
Education
University of Arizona 1993 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
WT Clarke 1987 — 1993
High school
Defran Systems July 2012 - January 2013
DATIS June 2011 - July 2012
Fidelity Investments November 2008 - February 2011
JPMorgan October 2006 - September 2008
JP Morgan Chase March 2004 - October 2006
Lehman Brothers August 1998 - March 2003
Skills
Business Analysis, Program Management, Business Development, CRM, Business Intelligence, Prime Brokerage, Hedge Funds, Strategy, Investment Banking, Requirements Analysis, FX Options, Trading, Financial Services, Account Management, Integration, Management, Investments, Leadership, Enterprise Software, Business Planning, Trading Systems, Fixed Income, Finance, Databases, Software Development, Relationship Management, SaaS, Executive Management, Entrepreneurship, Sales, Training, Professional Services
Education
University of Arizona 1993 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
WT Clarke 1987 — 1993
High school
Alison Ball Alison Ball's Lehman Brothers Experience 1999 - 2000
Job Presentation Consultant / Production Coordinator
Industry Entertainment
Experience
Self-employed 2010 - Present
Mark Laita Photography February 2013 - May 2015
Selling Religion, web series March 2013 - December 2014
Oaktree Capital Management November 2013 - February 2014
Avenue Capital Group June 2013 - October 2013
Thomson Reuters Elite 2011 - 2013
Fine Arts Services 2011 - 2012
Bear Stearns 2006 - 2008
Armani Exchange 2002 - 2003
Lehman Brothers 1999 - 2000
Skills
PowerPoint, Microsoft Excel, Microsoft Office, FileMaker, Word Processing, Short Films, Video Production, Film Production, Commercials, Acting, Post Production, Comedy, Feature Films, Film, Casting, Drama, Scripting, Office Management, Video, Presentation Design, Screenwriting, Entertainment, Quicken, Visio
Education
Howard Fine Acting Studio 2003 — 2004
Acting
HB Studio 1999 — 2002
Acting
State University of New York at Buffalo
Bachelor’s Degree, Sociology
Self-employed 2010 - Present
Mark Laita Photography February 2013 - May 2015
Selling Religion, web series March 2013 - December 2014
Oaktree Capital Management November 2013 - February 2014
Avenue Capital Group June 2013 - October 2013
Thomson Reuters Elite 2011 - 2013
Fine Arts Services 2011 - 2012
Bear Stearns 2006 - 2008
Armani Exchange 2002 - 2003
Lehman Brothers 1999 - 2000
Skills
PowerPoint, Microsoft Excel, Microsoft Office, FileMaker, Word Processing, Short Films, Video Production, Film Production, Commercials, Acting, Post Production, Comedy, Feature Films, Film, Casting, Drama, Scripting, Office Management, Video, Presentation Design, Screenwriting, Entertainment, Quicken, Visio
Education
Howard Fine Acting Studio 2003 — 2004
Acting
HB Studio 1999 — 2002
Acting
State University of New York at Buffalo
Bachelor’s Degree, Sociology
Renee Jarvis Renee Jarvis's Lehman Brothers Experience August 1988 - August 2001
Job Director, Ministry Projects and Volunteer Services at Emmanuel Baptist Church of Brooklyn, NY
Industry Nonprofit Organization Management
Experience
Emmanuel Baptist Church, Brooklyn, NY September 2010 - Present
Bear Stearns Asset Management May 2005 - December 2008
Lehman Brothers August 1988 - August 2001
Skills
Hedge Funds, Finance, Risk Management, Trading, Bloomberg, Marketing, Event Planning, Editing, Account Reconciliation, Asset Management, Strategy, Fundraising, Portfolio Management, Corporate Actions, Fixed Income, Securities, Public Speaking, Mutual Funds, Financial Services, Investments, Accounting, Alternative Investments, Equities, Asset Managment, Investment Management, Series 7, Asset Allocation, Derivatives, Investment Strategies, Back Office, Investment Banking, Options, Administration, Budgets, Capital Markets, Client Services, Financial Analysis, Financial Markets, Financial Modeling, Investment Advisory, Leadership, Middle Office, Private Equity, Recording, Swaps, Trading Systems, Valuation, Wealth Management
Education
University at Albany, SUNY 1977 — 1981
Emmanuel Baptist Church, Brooklyn, NY September 2010 - Present
Bear Stearns Asset Management May 2005 - December 2008
Lehman Brothers August 1988 - August 2001
Skills
Hedge Funds, Finance, Risk Management, Trading, Bloomberg, Marketing, Event Planning, Editing, Account Reconciliation, Asset Management, Strategy, Fundraising, Portfolio Management, Corporate Actions, Fixed Income, Securities, Public Speaking, Mutual Funds, Financial Services, Investments, Accounting, Alternative Investments, Equities, Asset Managment, Investment Management, Series 7, Asset Allocation, Derivatives, Investment Strategies, Back Office, Investment Banking, Options, Administration, Budgets, Capital Markets, Client Services, Financial Analysis, Financial Markets, Financial Modeling, Investment Advisory, Leadership, Middle Office, Private Equity, Recording, Swaps, Trading Systems, Valuation, Wealth Management
Education
University at Albany, SUNY 1977 — 1981
Buffy Leonard Buffy Leonard's Lehman Brothers Experience October 2000 - August 2002
Job Senior Registered Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2004 - Present
Smith Barney August 2002 - December 2003
Lehman Brothers October 2000 - August 2002
SG Cowen January 1999 - October 2000
Skills
Series 7, Mutual Funds, Series 63, Equities, Investments, Fixed Income, Bonds
Education
University at Albany 1996 — 2000
Bachelor of Arts (BA), Political Science and Government
Janney Montgomery Scott January 2004 - Present
Smith Barney August 2002 - December 2003
Lehman Brothers October 2000 - August 2002
SG Cowen January 1999 - October 2000
Skills
Series 7, Mutual Funds, Series 63, Equities, Investments, Fixed Income, Bonds
Education
University at Albany 1996 — 2000
Bachelor of Arts (BA), Political Science and Government
Katie McKinstry's Lehman Brothers Experience August 2007 - August 2008
Job Engineering Project Manager at Natel Energy
Industry Mechanical or Industrial Engineering
Experience
Natel Energy May 2015 - Present
Tesla Motors May 2013 - May 2015
UC Berkeley August 2010 - May 2013
Tesla Motors December 2012 - April 2013
General Motors May 2011 - July 2011
Yale University October 2009 - June 2010
Montpelier Department of Parks and Conservation August 2008 - August 2009
Lehman Brothers August 2007 - August 2008
Education
University of California, Berkeley 2010 — 2012
Master of Science (M.S.), Mechanical Engineering
Yale University 2003 — 2007
BA, Engineering Sciences (Mechanical), History
Westtown School 1999 — 2003
Natel Energy May 2015 - Present
Tesla Motors May 2013 - May 2015
UC Berkeley August 2010 - May 2013
Tesla Motors December 2012 - April 2013
General Motors May 2011 - July 2011
Yale University October 2009 - June 2010
Montpelier Department of Parks and Conservation August 2008 - August 2009
Lehman Brothers August 2007 - August 2008
Education
University of California, Berkeley 2010 — 2012
Master of Science (M.S.), Mechanical Engineering
Yale University 2003 — 2007
BA, Engineering Sciences (Mechanical), History
Westtown School 1999 — 2003
Tom Swaney Tom Swaney's Lehman Brothers Experience April 1984 - July 1986
Job Owner, Harwood Capital Incorporated
Industry Oil & Energy
Experience
Harwood Capital Incorporated March 1990 - Present
Lehman Brothers April 1984 - July 1986
Bank of America April 1979 - July 1981
Skills
Oil, Energy, Gas, Land, Upstream, Natural Gas, Crude Oil, Private Equity, Drilling, Petroleum, Contract Negotiation, Joint Ventures, Negotiation, Finance, Construction, Venture Capital, Due Diligence, Divestitures, Oilfield, Field Development, Management, Oil & Gas Industry, Commodity, Pipelines, Renewable Energy, Energy Industry, Trading, Valuation, Analysis, Reservoir Management, Mergers & Acquisitions, Project Finance, Operations Management, Mergers, Commodity Markets, Completion, Investment Banking, Contract Management, Geology, Real Estate, Engineering, Oil/Gas, Petroleum Engineering, Reservoir Engineering, Financial Modeling, Reserves, Offshore Drilling, Onshore, Risk Management, Procurement
Education
University of California, Berkeley 1970 — 1974
B A, Economics, Math
Harwood Capital Incorporated March 1990 - Present
Lehman Brothers April 1984 - July 1986
Bank of America April 1979 - July 1981
Skills
Oil, Energy, Gas, Land, Upstream, Natural Gas, Crude Oil, Private Equity, Drilling, Petroleum, Contract Negotiation, Joint Ventures, Negotiation, Finance, Construction, Venture Capital, Due Diligence, Divestitures, Oilfield, Field Development, Management, Oil & Gas Industry, Commodity, Pipelines, Renewable Energy, Energy Industry, Trading, Valuation, Analysis, Reservoir Management, Mergers & Acquisitions, Project Finance, Operations Management, Mergers, Commodity Markets, Completion, Investment Banking, Contract Management, Geology, Real Estate, Engineering, Oil/Gas, Petroleum Engineering, Reservoir Engineering, Financial Modeling, Reserves, Offshore Drilling, Onshore, Risk Management, Procurement
Education
University of California, Berkeley 1970 — 1974
B A, Economics, Math
Dariush Nazem Dariush Nazem's Lehman Brothers Experience 2001 - 2004
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2012 - Present
Goldman Sachs October 2005 - August 2012
Merrill Lynch 2005 - 2005
Lehman Brothers 2001 - 2004
Skills
Business Strategy, Electronic Trading, Market Structure, Product Development, Equity Trading, New Business Development, Trading Systems, Financial Markets, Program Trading, Direct Market Access, Prime Brokerage, Low Latency
Education
University at Buffalo 1996 — 2001
Bachelor of Business Administration, Information Systems & Computer Science
Yorktown High School
UBS Investment Bank August 2012 - Present
Goldman Sachs October 2005 - August 2012
Merrill Lynch 2005 - 2005
Lehman Brothers 2001 - 2004
Skills
Business Strategy, Electronic Trading, Market Structure, Product Development, Equity Trading, New Business Development, Trading Systems, Financial Markets, Program Trading, Direct Market Access, Prime Brokerage, Low Latency
Education
University at Buffalo 1996 — 2001
Bachelor of Business Administration, Information Systems & Computer Science
Yorktown High School
Latish Sreepathi Latish Sreepathi's Lehman Brothers Experience 2002 - 2003
Job Sr Technical Director at AT&T
Industry Telecommunications
Experience
AT&T January 2014 - Present
AT&T April 2003 - Present
Lehman Brothers 2002 - 2003
Lanco Global Systems February 1999 - March 2002
Skills
Information Server Admin, EBDP Infrastructure..., Datastage, Information Analyzer, Architecture
Education
University of Arizona
MS, Computer Science
AT&T January 2014 - Present
AT&T April 2003 - Present
Lehman Brothers 2002 - 2003
Lanco Global Systems February 1999 - March 2002
Skills
Information Server Admin, EBDP Infrastructure..., Datastage, Information Analyzer, Architecture
Education
University of Arizona
MS, Computer Science
Courtney Chandler Courtney Chandler's Lehman Brothers Experience October 1991 - June 1994
Job Assistant Dean, Evening & Weekend MBA Program at University of California, Berkeley, Haas School of Business
Industry Higher Education
Experience
University of California, Berkeley, Haas School of Business December 2014 - Present
University of California, Berkeley, Haas School of Business August 2014 - November 2014
University of California, Berkeley, Haas School of Business February 2014 - August 2014
University of California, Berkeley, Haas School of Business June 2013 - February 2014
Haas School of Business July 2011 - June 2013
Haas School of Business April 2011 - July 2011
Haas School of Business November 2009 - April 2011
Cowen & Company July 1996 - April 1998
Lehman Brothers October 1991 - June 1994
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1996
MBA, Finance
University of California, Berkeley 1986 — 1990
BA, Economics
University of California, Berkeley, Haas School of Business December 2014 - Present
University of California, Berkeley, Haas School of Business August 2014 - November 2014
University of California, Berkeley, Haas School of Business February 2014 - August 2014
University of California, Berkeley, Haas School of Business June 2013 - February 2014
Haas School of Business July 2011 - June 2013
Haas School of Business April 2011 - July 2011
Haas School of Business November 2009 - April 2011
Cowen & Company July 1996 - April 1998
Lehman Brothers October 1991 - June 1994
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1996
MBA, Finance
University of California, Berkeley 1986 — 1990
BA, Economics
Sean Madnani Sean Madnani's Lehman Brothers Experience 1999 - 1999
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
Wingtip November 2014 - Present
Blackstone July 2005 - June 2015
Lazard Frères & Co. LLC July 2000 - May 2005
Lehman Brothers 1999 - 1999
Donaldson, Lufkin & Jenrette 1998 - 1998
IBM 1997 - 1997
Skills
Mergers & Acquisitions, Venture Capital, Financial Modeling, Investments, Private Equity, Valuation, Start-ups, Due Diligence, Management, Corporate Finance
Education
University of California, Berkeley
Guggenheim Partners June 2015 - Present
Wingtip November 2014 - Present
Blackstone July 2005 - June 2015
Lazard Frères & Co. LLC July 2000 - May 2005
Lehman Brothers 1999 - 1999
Donaldson, Lufkin & Jenrette 1998 - 1998
IBM 1997 - 1997
Skills
Mergers & Acquisitions, Venture Capital, Financial Modeling, Investments, Private Equity, Valuation, Start-ups, Due Diligence, Management, Corporate Finance
Education
University of California, Berkeley
Rolando Carazo Rolando Carazo's Lehman Brothers Experience June 2007 - September 2008
Job Sales and Trading at BCP Securities
Industry Financial Services
Experience
BCP Securities June 2012 - Present
Bridgewater Associates March 2009 - April 2012
Barclays Capital September 2008 - March 2009
Lehman Brothers June 2007 - September 2008
Skills
Series 7, Bloomberg, Fixed Income, Emerging Markets, LATAM, Hedge Funds, Capital Markets, Private Equity, Investment Banking, Securities, Derivatives, Equities, Alternative Investments, Bonds, Options
Education
University at Albany, SUNY
BCP Securities June 2012 - Present
Bridgewater Associates March 2009 - April 2012
Barclays Capital September 2008 - March 2009
Lehman Brothers June 2007 - September 2008
Skills
Series 7, Bloomberg, Fixed Income, Emerging Markets, LATAM, Hedge Funds, Capital Markets, Private Equity, Investment Banking, Securities, Derivatives, Equities, Alternative Investments, Bonds, Options
Education
University at Albany, SUNY
Nilanjan Chakravorty Nilanjan Chakravorty's Lehman Brothers Experience June 2006 - November 2008
Job Systems Developer at Pacific Global Advisors LLC
Industry Banking
Experience
Pacific Global Advisors LLC August 2011 - Present
J P Morgan Chase 2010 - 2011
T Rowe Price November 2008 - April 2009
Lehman Brothers June 2006 - November 2008
J.P. Morgan Chase 2004 - 2006
State Street Bank 2003 - 2004
Deutsche Bank 2000 - 2003
Education
University of Calcutta
Bachelor of Science, Physics
Pacific Global Advisors LLC August 2011 - Present
J P Morgan Chase 2010 - 2011
T Rowe Price November 2008 - April 2009
Lehman Brothers June 2006 - November 2008
J.P. Morgan Chase 2004 - 2006
State Street Bank 2003 - 2004
Deutsche Bank 2000 - 2003
Education
University of Calcutta
Bachelor of Science, Physics
Chudi Udokwu Chudi Udokwu's Lehman Brothers Experience 1997 - 2000
Job Application Engineer (Senior) at SAIC at SAIC (CIS Department of Home Land Security)
Industry Banking
Experience
SAIC (CIS Department of Home Land Security) September 2014 - Present
Deutsche Bank July 2008 - May 2011
Citigroup June 2004 - January 2008
Lehman Brothers 1997 - 2000
Education
University at Buffalo 1981 — 1987
MA, Economics
SAIC (CIS Department of Home Land Security) September 2014 - Present
Deutsche Bank July 2008 - May 2011
Citigroup June 2004 - January 2008
Lehman Brothers 1997 - 2000
Education
University at Buffalo 1981 — 1987
MA, Economics
Orlando Frasca Orlando Frasca's Lehman Brothers Experience 1989 - 1991
Job Orlando Frasca is President, RISdirect.com Umbrella Insurance, Flood Insurance, Restaurant and Tow Truck Insurance
Industry Insurance
Experience
Rogers Insurance Services, Inc. November 1999 - Present
St Isidore council 2005 - 2008
Rogers Insurance Services, Inc. 1999 - 2008
Lehman Brothers 1989 - 1991
Skills
Insurance, Mergers, Underwriting, Property & Casualty..., Commercial Insurance, Health Insurance, Customer Service, Workers Compensation, Mergers & Acquisitions, Commercial Lines, Liability, Legal Liability, Small Business, Umbrella Insurance, Professional Liability, Brokers, Executive Management, Life Insurance, Casualty, Sales, Risk Management, General Insurance, Negotiation, Marketing, New Business Development, D&O, Employment Practices..., Inland Marine, Retirement Planning, Surety Bonds, Excess, Term Life Insurance
Education
University of California, Berkeley 1987 — 1992
St. Mary's High School 1983 — 1987
Rogers Insurance Services, Inc. November 1999 - Present
St Isidore council 2005 - 2008
Rogers Insurance Services, Inc. 1999 - 2008
Lehman Brothers 1989 - 1991
Skills
Insurance, Mergers, Underwriting, Property & Casualty..., Commercial Insurance, Health Insurance, Customer Service, Workers Compensation, Mergers & Acquisitions, Commercial Lines, Liability, Legal Liability, Small Business, Umbrella Insurance, Professional Liability, Brokers, Executive Management, Life Insurance, Casualty, Sales, Risk Management, General Insurance, Negotiation, Marketing, New Business Development, D&O, Employment Practices..., Inland Marine, Retirement Planning, Surety Bonds, Excess, Term Life Insurance
Education
University of California, Berkeley 1987 — 1992
St. Mary's High School 1983 — 1987
Jamie Grey's Lehman Brothers Experience 1997 - 1998
Job Managing Director at Access Staffing
Industry Financial Services
Experience
Access Staffing 1998 - Present
Lehman Brothers 1997 - 1998
Sanford C. Bernstein 1995 - 1997
Skills
Talent Acquisition, Executive Search, Technical Recruiting, Permanent Placement, Direct Sourcing, Sourcing, Recruiting, Networking, Talent Management, Internet Recruiting, Financial Services, Investment Banking, Sales, Interviews, Screening, CRM, Hiring, Human Resources, Finance, Portfolio Management, Employee Relations, Employee Benefits, Relationship Management, Search, SDLC
Education
State University of New York at Albany
BS, Finance
Access Staffing 1998 - Present
Lehman Brothers 1997 - 1998
Sanford C. Bernstein 1995 - 1997
Skills
Talent Acquisition, Executive Search, Technical Recruiting, Permanent Placement, Direct Sourcing, Sourcing, Recruiting, Networking, Talent Management, Internet Recruiting, Financial Services, Investment Banking, Sales, Interviews, Screening, CRM, Hiring, Human Resources, Finance, Portfolio Management, Employee Relations, Employee Benefits, Relationship Management, Search, SDLC
Education
State University of New York at Albany
BS, Finance
Tom Epperson Tom Epperson's Lehman Brothers Experience August 1998 - September 2008
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2008 - Present
Lehman Brothers August 1998 - September 2008
US Surgical October 1992 - August 1998
Education
University of Alabama 1987 — 1991
Bachelor's Degree, Finance and Financial Management Services
UBS Financial Services, Inc. September 2008 - Present
Lehman Brothers August 1998 - September 2008
US Surgical October 1992 - August 1998
Education
University of Alabama 1987 — 1991
Bachelor's Degree, Finance and Financial Management Services
Peter J. Theobald Peter J. Theobald's Lehman Brothers Experience 1994 - 1995
Job Computer Forensics Analyst at TC Forensics, Inc.
Industry Computer & Network Security
Experience
TC Forensics, Inc. (formerly KLG Computer Forensics) 2006 - Present
Turtle Cove Technology 2000 - Present
LI Net, Inc, Verio/NTT 1995 - 1999
Lehman Brothers 1994 - 1995
Quotron Systems, Inc 1993 - 1994
ERI 1991 - 1993
NEC 1990 - 1991
Digital Archive Computer Services 1988 - 1990
Skills
Litigation Support, Computer Forensics, Security, Perl, Unix, E-Discovery Consulting, Cromulence, Network Security, Network Administration, JavaScript, Expert Witness, Computer Security, SQL, C++, Java, C, Cloud Computing, Linux
Education
University at Buffalo 1983 — 1988
BS, Computer Science
Jericho HS 1980 — 1983
TC Forensics, Inc. (formerly KLG Computer Forensics) 2006 - Present
Turtle Cove Technology 2000 - Present
LI Net, Inc, Verio/NTT 1995 - 1999
Lehman Brothers 1994 - 1995
Quotron Systems, Inc 1993 - 1994
ERI 1991 - 1993
NEC 1990 - 1991
Digital Archive Computer Services 1988 - 1990
Skills
Litigation Support, Computer Forensics, Security, Perl, Unix, E-Discovery Consulting, Cromulence, Network Security, Network Administration, JavaScript, Expert Witness, Computer Security, SQL, C++, Java, C, Cloud Computing, Linux
Education
University at Buffalo 1983 — 1988
BS, Computer Science
Jericho HS 1980 — 1983
Jonathan Sides's Lehman Brothers Experience June 1998 - July 1999
Job Startup / Growth Company Consultant
Industry Computer Software
Experience
Daxko March 2000 - June 2014
Intellimark August 1999 - March 2000
Lehman Brothers June 1998 - July 1999
Skills
Contract Negotiation, Accounting, Revenue Recognition, Mergers, Start-ups, Venture Capital, Debt Restructuring, SaaS, US GAAP, Financial Analysis, Financial Modeling, Angel Investing, Divestitures, Strategic Planning, Strategic Financial..., Compensation Structure..., Venture Financing, Pricing Strategy, Acquisitions, Financial Reporting, Board Relations, Financial Forecasting, Human Resources, NetSuite, Salesforce.com, Adaptive Planning, Software, Microsoft Excel, Forecasting, Mergers & Acquisitions, Leadership, Finance, Integration, Consulting, Entrepreneurship, Financial Planning, Management
Education
University of Alabama at Birmingham 2004 — 2006
Bachelors, Accounting
University of Alabama 1994 — 1998
Honors Bachelors, Finance
Daxko March 2000 - June 2014
Intellimark August 1999 - March 2000
Lehman Brothers June 1998 - July 1999
Skills
Contract Negotiation, Accounting, Revenue Recognition, Mergers, Start-ups, Venture Capital, Debt Restructuring, SaaS, US GAAP, Financial Analysis, Financial Modeling, Angel Investing, Divestitures, Strategic Planning, Strategic Financial..., Compensation Structure..., Venture Financing, Pricing Strategy, Acquisitions, Financial Reporting, Board Relations, Financial Forecasting, Human Resources, NetSuite, Salesforce.com, Adaptive Planning, Software, Microsoft Excel, Forecasting, Mergers & Acquisitions, Leadership, Finance, Integration, Consulting, Entrepreneurship, Financial Planning, Management
Education
University of Alabama at Birmingham 2004 — 2006
Bachelors, Accounting
University of Alabama 1994 — 1998
Honors Bachelors, Finance
Melissa Villa's Lehman Brothers Experience 1997 - 1999
Job US Finance Manager at Ogilvy CommonHealth Worldwide
Industry Accounting
Experience
Ogilvy CommonHealth Worldwide April 2014 - Present
Deloitte January 2012 - April 2014
J.H. Cohn LLP December 2004 - January 2012
Echo Design Group December 2003 - December 2004
Margolin, Winer & Evens LLP 2001 - 2003
Marks Paneth & Shron LLP February 1999 - August 2001
Lehman Brothers 1997 - 1999
Skills
Auditing, Accounting, Tax, Financial Reporting, General Ledger, GAAP, Corporate Tax, Internal Controls, Forensic Accounting, Partnership Taxation, Income Tax, Tax Preparation, Tax Returns, Financial Accounting, Financial Statements, International Tax, SEC filings, US GAAP, External Audit, QuickBooks, Cash Flow, Financial Analysis, CPA, Revenue Recognition
Education
University at Albany, SUNY 1994 — 1997
BS, Accounting
Ogilvy CommonHealth Worldwide April 2014 - Present
Deloitte January 2012 - April 2014
J.H. Cohn LLP December 2004 - January 2012
Echo Design Group December 2003 - December 2004
Margolin, Winer & Evens LLP 2001 - 2003
Marks Paneth & Shron LLP February 1999 - August 2001
Lehman Brothers 1997 - 1999
Skills
Auditing, Accounting, Tax, Financial Reporting, General Ledger, GAAP, Corporate Tax, Internal Controls, Forensic Accounting, Partnership Taxation, Income Tax, Tax Preparation, Tax Returns, Financial Accounting, Financial Statements, International Tax, SEC filings, US GAAP, External Audit, QuickBooks, Cash Flow, Financial Analysis, CPA, Revenue Recognition
Education
University at Albany, SUNY 1994 — 1997
BS, Accounting
Mark A. Smith, CFA Mark A. Smith, CFA's Lehman Brothers Experience 2001 - 2002
Job Partner, Vantage Point Advisory, Inc.
Industry Management Consulting
Experience
Vantage Point Advisory, Inc. March 2009 - Present
Finley, Colmer and Company March 2009 - Present
GE Capital 2007 - 2009
Wachovia Securities 2004 - 2007
Lehman Brothers 2001 - 2002
Skills
Debt Restructuring, Bankruptcy, Receiverships, Cash Flow Forecasting, Collateral Management, Liquidity Management, Liquidation, Corporate Turnaround, Business Valuation, Asset Disposition, Asset Based Lending, Cash Flow Management, Due Diligence, International Business, Corporate Communications, Situation Analysis, Turnaround Situations, Special Situations, Working Capital..., Capital Structure, Capital Raises, Debt Structuring, Working Abroad, Interim Management, CFA, Budget Analysis, Financial Modeling, Turn Around Management, Cash Flow, Business Development, Budgets, Capital, Corporate Finance, Finance, Financial Analysis, Financial Structuring, Management, Mergers, Portfolio Management, Private Equity, Restructuring, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
University of Alabama 1996 — 2000
BS, Finance
Vantage Point Advisory, Inc. March 2009 - Present
Finley, Colmer and Company March 2009 - Present
GE Capital 2007 - 2009
Wachovia Securities 2004 - 2007
Lehman Brothers 2001 - 2002
Skills
Debt Restructuring, Bankruptcy, Receiverships, Cash Flow Forecasting, Collateral Management, Liquidity Management, Liquidation, Corporate Turnaround, Business Valuation, Asset Disposition, Asset Based Lending, Cash Flow Management, Due Diligence, International Business, Corporate Communications, Situation Analysis, Turnaround Situations, Special Situations, Working Capital..., Capital Structure, Capital Raises, Debt Structuring, Working Abroad, Interim Management, CFA, Budget Analysis, Financial Modeling, Turn Around Management, Cash Flow, Business Development, Budgets, Capital, Corporate Finance, Finance, Financial Analysis, Financial Structuring, Management, Mergers, Portfolio Management, Private Equity, Restructuring, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
University of Alabama 1996 — 2000
BS, Finance
Heather Moss's Lehman Brothers Experience 2004 - 2009
Job Attorney / Compliance ELearning Consultant
Industry Financial Services
Experience
Consultant February 2012 - Present
Lehman Brothers 2004 - 2009
UBS Wealth Management 1998 - 2004
Fischbein•Badillo•Wagner•Harding 1997 - 1998
Skills
Program Management, Securities, Training, Policy, Series 7
Education
University of Miami School of Law 1991 — 1994
JD, Law
University at Albany, SUNY 1987 — 1991
BS, Business Administration
Hauppauge High School 1983 — 1987
Consultant February 2012 - Present
Lehman Brothers 2004 - 2009
UBS Wealth Management 1998 - 2004
Fischbein•Badillo•Wagner•Harding 1997 - 1998
Skills
Program Management, Securities, Training, Policy, Series 7
Education
University of Miami School of Law 1991 — 1994
JD, Law
University at Albany, SUNY 1987 — 1991
BS, Business Administration
Hauppauge High School 1983 — 1987
Angel Krustev Angel Krustev's Lehman Brothers Experience October 2005 - September 2008
Job Research Associate at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group October 2014 - Present
Melinta Therapeutics June 2011 - October 2014
Barclays Capital September 2008 - August 2009
Lehman Brothers October 2005 - September 2008
Lehman Brothers May 2004 - October 2005
Lehman Brothers March 2002 - May 2004
Bristol-Myers Squibb June 2000 - January 2002
Skills
Fixed Income, Equities, Due Diligence, Valuation, Strategy, Securities, Financial Modeling, Business Analysis, Investment Banking, Derivatives, Emerging Markets, Corporate Finance, Credit
Education
Yale University - Yale School of Management 2009 — 2011
Master of Business Administration (MBA), Investment Management and Finance
University of Bridgeport 1999 — 2001
Bachelor of Science (BS), Finance and International Business
CRT Capital Group October 2014 - Present
Melinta Therapeutics June 2011 - October 2014
Barclays Capital September 2008 - August 2009
Lehman Brothers October 2005 - September 2008
Lehman Brothers May 2004 - October 2005
Lehman Brothers March 2002 - May 2004
Bristol-Myers Squibb June 2000 - January 2002
Skills
Fixed Income, Equities, Due Diligence, Valuation, Strategy, Securities, Financial Modeling, Business Analysis, Investment Banking, Derivatives, Emerging Markets, Corporate Finance, Credit
Education
Yale University - Yale School of Management 2009 — 2011
Master of Business Administration (MBA), Investment Management and Finance
University of Bridgeport 1999 — 2001
Bachelor of Science (BS), Finance and International Business
Tamir Shafer's Lehman Brothers Experience August 2005 - November 2008
Job Founder & Managing Partner at The Montauk Group now a bfinance Company
Industry Real Estate
Experience
The Montauk Group, LLC. December 2010 - Present
NOI Strategies October 2009 - December 2014
Morgan Stanley November 2008 - May 2009
Lehman Brothers August 2005 - November 2008
Goldman Sachs & Co November 1999 - July 2005
Skills
Financial Analysis, Funding, Management, Treasury Management, Cash Management, Investments, Banking, Financial Risk, Finance, Fixed Income, Investment Banking, Capital Markets, Analysis, Negotiation, Loans, Asset Management, Portfolio Management
Education
University at Albany, SUNY 1990 — 1994
BSc, Finance
Oceanside High School
The Montauk Group, LLC. December 2010 - Present
NOI Strategies October 2009 - December 2014
Morgan Stanley November 2008 - May 2009
Lehman Brothers August 2005 - November 2008
Goldman Sachs & Co November 1999 - July 2005
Skills
Financial Analysis, Funding, Management, Treasury Management, Cash Management, Investments, Banking, Financial Risk, Finance, Fixed Income, Investment Banking, Capital Markets, Analysis, Negotiation, Loans, Asset Management, Portfolio Management
Education
University at Albany, SUNY 1990 — 1994
BSc, Finance
Oceanside High School
Peter Ward Peter Ward's Lehman Brothers Experience May 2005 - October 2008
Job Electronic Trading at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase November 2010 - Present
Realtick (Barclays Capital) April 2009 - November 2010
Barclays Capital October 2008 - April 2009
Lehman Brothers May 2005 - October 2008
ITG March 2003 - May 2005
Kiodex January 2002 - March 2003
Education
University College Dublin 1997 — 1998
Graduate Diploma, Computer Science
University of Limerick 1992 — 1996
BA, Law & Euro Studies
JP Morgan Chase November 2010 - Present
Realtick (Barclays Capital) April 2009 - November 2010
Barclays Capital October 2008 - April 2009
Lehman Brothers May 2005 - October 2008
ITG March 2003 - May 2005
Kiodex January 2002 - March 2003
Education
University College Dublin 1997 — 1998
Graduate Diploma, Computer Science
University of Limerick 1992 — 1996
BA, Law & Euro Studies
Jeffrey Biby Jeffrey Biby's Lehman Brothers Experience 2006 - 2008
Job Managing Director at One William Street Capital
Industry Investment Management
Experience
One William Street Capital Management February 2013 - Present
Big Sky Capital, LLC 2008 - 2012
Lehman Brothers 2006 - 2008
Lehman Brothers 2003 - 2006
Lehman Brothers 2000 - 2003
Lehman Brothers 1988 - 2000
Skills
Fixed Income Strategy, Investment Management, Portfolio Management, Alternative Investments, Capital Markets, Securitized Markets, Interest Rate..., Hedge Funds, RMBS, CMBS, ABS, Asset Allocation, Valuation, Fixed Income, Derivatives, Strategy, Equities, Financial Risk, Investment Banking, Bloomberg
Education
University of Alaska Anchorage
Bachelor's Degree, Finance and Economics
One William Street Capital Management February 2013 - Present
Big Sky Capital, LLC 2008 - 2012
Lehman Brothers 2006 - 2008
Lehman Brothers 2003 - 2006
Lehman Brothers 2000 - 2003
Lehman Brothers 1988 - 2000
Skills
Fixed Income Strategy, Investment Management, Portfolio Management, Alternative Investments, Capital Markets, Securitized Markets, Interest Rate..., Hedge Funds, RMBS, CMBS, ABS, Asset Allocation, Valuation, Fixed Income, Derivatives, Strategy, Equities, Financial Risk, Investment Banking, Bloomberg
Education
University of Alaska Anchorage
Bachelor's Degree, Finance and Economics
Laurence Darke Laurence Darke's Lehman Brothers Experience July 2002 - July 2006
Job SVP Finance Director, Global Finance at Leo Burnett
Industry Marketing and Advertising
Experience
Leo Burnett August 2014 - Present
Leo Burnett January 2012 - August 2014
Publicis Groupe January 2007 - January 2012
Lehman Brothers July 2002 - July 2006
Education
Birmingham University 1996 — 2000
Master of Engineering (MEng), Civil Engineering with Management, 2.1
Leo Burnett August 2014 - Present
Leo Burnett January 2012 - August 2014
Publicis Groupe January 2007 - January 2012
Lehman Brothers July 2002 - July 2006
Education
Birmingham University 1996 — 2000
Master of Engineering (MEng), Civil Engineering with Management, 2.1
Abby Spanier Abby Spanier's Lehman Brothers Experience February 1993 - May 1996
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
RGP September 2014 - Present
American Express Publishing/Time Inc. March 2005 - March 2014
Time Inc. May 1996 - March 2005
Lehman Brothers February 1993 - May 1996
KPMG Peat Marwick September 1990 - February 1993
Skills
Advertising, Finance, Financial Analysis, Financial Reporting, Forecasting, Tax, Variance Analysis, Auditing, Accounting, Managerial Finance, Financial Modeling, Financial Accounting, Budgets, Hyperion Enterprise, Strategic Financial..., Financial Planning, Management, Digital Media
Education
University at Buffalo 1986 — 1990
BA, Accounting
RGP September 2014 - Present
American Express Publishing/Time Inc. March 2005 - March 2014
Time Inc. May 1996 - March 2005
Lehman Brothers February 1993 - May 1996
KPMG Peat Marwick September 1990 - February 1993
Skills
Advertising, Finance, Financial Analysis, Financial Reporting, Forecasting, Tax, Variance Analysis, Auditing, Accounting, Managerial Finance, Financial Modeling, Financial Accounting, Budgets, Hyperion Enterprise, Strategic Financial..., Financial Planning, Management, Digital Media
Education
University at Buffalo 1986 — 1990
BA, Accounting
Kyle Maldiner Kyle Maldiner's Lehman Brothers Experience 1991 - 2008
Job Consultant at Employment Practices Solutions, Inc.
Industry Human Resources
Experience
Employment Practices Solutions, Inc. October 2013 - Present
The Durst Organization September 2010 - September 2013
Employment Practices Solutions, Inc. February 2009 - August 2010
KM3 Consulting LLC May 2008 - August 2010
Lehman Brothers 1991 - 2008
Jackson Lewis LLP 1989 - October 1991
Education
State University of New York at Buffalo
J.D., Law
Wells College
BA, Psychology
Employment Practices Solutions, Inc. October 2013 - Present
The Durst Organization September 2010 - September 2013
Employment Practices Solutions, Inc. February 2009 - August 2010
KM3 Consulting LLC May 2008 - August 2010
Lehman Brothers 1991 - 2008
Jackson Lewis LLP 1989 - October 1991
Education
State University of New York at Buffalo
J.D., Law
Wells College
BA, Psychology
Mukul Apte Mukul Apte's Lehman Brothers Experience 2008 - 2008
Job Software Development Engineer II
Industry Computer Software
Experience
Amazon 2013 - Present
Amazon 2011 - 2013
Microsoft Corporation 2010 - 2011
Lehman Brothers 2008 - 2008
Alltel Communications 2007 - 2008
Cingular Wireless Enterprise 2005 - 2007
Skills
C++, Java, C, Perl, XML, SQL, C#, Unix, Agile Methodologies, Visual Studio, Web Services, Eclipse, Test Automation, JSP, Software Development
Education
State University of New York at Buffalo
Master of Science (MS), Computer Science
University of Mumbai
Bachelor’s Degree, Computer Science
Amazon 2013 - Present
Amazon 2011 - 2013
Microsoft Corporation 2010 - 2011
Lehman Brothers 2008 - 2008
Alltel Communications 2007 - 2008
Cingular Wireless Enterprise 2005 - 2007
Skills
C++, Java, C, Perl, XML, SQL, C#, Unix, Agile Methodologies, Visual Studio, Web Services, Eclipse, Test Automation, JSP, Software Development
Education
State University of New York at Buffalo
Master of Science (MS), Computer Science
University of Mumbai
Bachelor’s Degree, Computer Science
Dorine McManus Dorine McManus's Lehman Brothers Experience June 1988 - October 1999
Job Manager of Credentialing at CareCentrix
Industry Hospital & Health Care
Experience
CareCentrix July 2015 - Present
Blue Sea Educational Consulting, Inc. June 2014 - June 2015
Tritech Communications (merged with AVstaffing Services in Jan 2010) March 2008 - August 2013
Eduware, Inc. September 2005 - February 2008
Westdeutsche Landesbank 1999 - 2003
Lehman Brothers June 1988 - October 1999
Skills
Vendor Management, Recruiting, Technical Recruiting, Talent Acquisition, Executive Search, Staff Management, Staff Development, Staffing Services, Temporary Staffing, Temporary Placement, Search Analysis, Management, Applicant Tracking..., Interviews, Sourcing, Leadership, Change Management, Payroll, Project Management, Security, Business Development, Human Resources, Talent Management, Team Leadership, Account Management, Employee Engagement, Customer Service, Strategic Planning, Performance Management, Strategy, Program Management, Marketing, Networking, Personnel Management, Team Building, SDLC, Executive Management, Marketing Strategy
Education
State University of New York at Albany 1984 — 1988
Bachelor of Science, Finance
John Glenn High School
CareCentrix July 2015 - Present
Blue Sea Educational Consulting, Inc. June 2014 - June 2015
Tritech Communications (merged with AVstaffing Services in Jan 2010) March 2008 - August 2013
Eduware, Inc. September 2005 - February 2008
Westdeutsche Landesbank 1999 - 2003
Lehman Brothers June 1988 - October 1999
Skills
Vendor Management, Recruiting, Technical Recruiting, Talent Acquisition, Executive Search, Staff Management, Staff Development, Staffing Services, Temporary Staffing, Temporary Placement, Search Analysis, Management, Applicant Tracking..., Interviews, Sourcing, Leadership, Change Management, Payroll, Project Management, Security, Business Development, Human Resources, Talent Management, Team Leadership, Account Management, Employee Engagement, Customer Service, Strategic Planning, Performance Management, Strategy, Program Management, Marketing, Networking, Personnel Management, Team Building, SDLC, Executive Management, Marketing Strategy
Education
State University of New York at Albany 1984 — 1988
Bachelor of Science, Finance
John Glenn High School
Jack Sharp Jack Sharp's Lehman Brothers Experience 1980 - 1984
Job Vice President at J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan Securities January 2014 - Present
Credit Suisse August 2001 - January 2014
Donaldson, Lufkin & Jenrette 1984 - 2001
Lehman Brothers 1980 - 1984
Skills
Series 7, Alternative Investments, Financial Analysis, Hedge Funds, Finance, Capital Markets, Asset Managment, Equities, Portfolio Management, Investments, Wealth Management, Fixed Income, Financial Modeling, Private Equity, Investment Banking, Investment Advisory, Private Banking, Securities, Asset Allocation, Mutual Funds, Series 63, Financial Markets, Valuation, Investment Management, Corporate Finance, Bloomberg, Financial Structuring, Bonds, Asset Management, Strategic Financial...
Education
University of Arkansas at Fayetteville
The Walton School of Business, BSBA, Finance
J.P. Morgan Securities January 2014 - Present
Credit Suisse August 2001 - January 2014
Donaldson, Lufkin & Jenrette 1984 - 2001
Lehman Brothers 1980 - 1984
Skills
Series 7, Alternative Investments, Financial Analysis, Hedge Funds, Finance, Capital Markets, Asset Managment, Equities, Portfolio Management, Investments, Wealth Management, Fixed Income, Financial Modeling, Private Equity, Investment Banking, Investment Advisory, Private Banking, Securities, Asset Allocation, Mutual Funds, Series 63, Financial Markets, Valuation, Investment Management, Corporate Finance, Bloomberg, Financial Structuring, Bonds, Asset Management, Strategic Financial...
Education
University of Arkansas at Fayetteville
The Walton School of Business, BSBA, Finance
Tashima Jones Tashima Jones's Lehman Brothers Experience June 2003 - August 2003
Job CoHost/Producer at WHCR 90.3 FM NY
Industry Media Production
Experience
WHCR 90.3 FM NY October 2014 - Present
Ash Cash Enterprises, LLC June 2013 - Present
Forsythe Appraisals, LLC October 2006 - January 2008
Lord & Taylor June 2004 - August 2005
University at Albany August 2002 - May 2004
Lehman Brothers June 2003 - August 2003
Skills
Business Administration, Marketing, Social Media, Event Planning, Customer Service, Networking
Education
University at Albany, SUNY 2001 — 2005
Bachelor of Science, Business Administration & Marketing, Cum Laude
WHCR 90.3 FM NY October 2014 - Present
Ash Cash Enterprises, LLC June 2013 - Present
Forsythe Appraisals, LLC October 2006 - January 2008
Lord & Taylor June 2004 - August 2005
University at Albany August 2002 - May 2004
Lehman Brothers June 2003 - August 2003
Skills
Business Administration, Marketing, Social Media, Event Planning, Customer Service, Networking
Education
University at Albany, SUNY 2001 — 2005
Bachelor of Science, Business Administration & Marketing, Cum Laude
R. Blake Murphy R. Blake Murphy's Lehman Brothers Experience 2006 - September 2008
Job Managing Director at Finacity Corporation
Industry Investment Banking
Experience
Finacity Corporation July 2015 - Present
Innoventure Partners January 2013 - Present
ED&F MAN Capital Markets Inc. 2014 - 2015
TAG Access Partners, LLC 2011 - 2015
Seaport Securities Corp 2013 - 2014
Cohen & Company 2008 - 2011
Lehman Brothers 2006 - September 2008
Fortis Bank / Fortis Securities 2003 - 2006
Rothschild 2001 - 2003
Bear Stearns & Company 1992 - 2001
Skills
Capital Markets, Structured Products, Fixed Income, Structured Finance, Private Equity, Hedge Funds, Investment Banking, Financial Structuring, Bonds, Alternative Investments, Securitization, Financial Markets, Corporate Finance, Derivatives, Asset Managment, Project Finance, Venture Capital, Emerging Markets, Insurance Linked..., Private Placements
Education
University of Arkansas at Fayetteville 1977 — 1981
Finacity Corporation July 2015 - Present
Innoventure Partners January 2013 - Present
ED&F MAN Capital Markets Inc. 2014 - 2015
TAG Access Partners, LLC 2011 - 2015
Seaport Securities Corp 2013 - 2014
Cohen & Company 2008 - 2011
Lehman Brothers 2006 - September 2008
Fortis Bank / Fortis Securities 2003 - 2006
Rothschild 2001 - 2003
Bear Stearns & Company 1992 - 2001
Skills
Capital Markets, Structured Products, Fixed Income, Structured Finance, Private Equity, Hedge Funds, Investment Banking, Financial Structuring, Bonds, Alternative Investments, Securitization, Financial Markets, Corporate Finance, Derivatives, Asset Managment, Project Finance, Venture Capital, Emerging Markets, Insurance Linked..., Private Placements
Education
University of Arkansas at Fayetteville 1977 — 1981
William A. Uniowski William A. Uniowski's Lehman Brothers Experience February 2006 - September 2008
Job CEO at The Cube
Industry Online Media
Experience
The Cube - Share Events July 2015 - Present
Sun Times Network at Aggrego March 2014 - July 2015
Barclays December 2011 - August 2013
Nomura International plc October 2008 - December 2011
Lehman Brothers February 2006 - September 2008
Lehman Brothers May 2004 - February 2006
Goldman Sachs November 2002 - May 2004
KPMG US September 2000 - November 2002
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA), Accounting, International Business Certificate, magna cum laude
University College Dublin
The Cube - Share Events July 2015 - Present
Sun Times Network at Aggrego March 2014 - July 2015
Barclays December 2011 - August 2013
Nomura International plc October 2008 - December 2011
Lehman Brothers February 2006 - September 2008
Lehman Brothers May 2004 - February 2006
Goldman Sachs November 2002 - May 2004
KPMG US September 2000 - November 2002
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA), Accounting, International Business Certificate, magna cum laude
University College Dublin
Sanjay Lamba Sanjay Lamba's Lehman Brothers Experience March 2000 - November 2008
Job Principal at Buddhist Wolf LLC
Industry Real Estate
Experience
Buddhist Wolf LLC May 2015 - Present
Element 6 Arts August 2010 - Present
Romio September 2013 - December 2014
Nomura January 2009 - March 2013
Lehman Brothers March 2000 - November 2008
Chambers of Stephen Kramer QC October 1995 - March 1997
Skills
Valuation, Investment Banking, Derivatives, Investor Relations, Capital Markets, Equities, Private Equity, Hedge Funds, Fixed Income, Strategic Planning, Bloomberg, Alternative Investments, Venture Capital, Equity Research, Emerging Markets, Fine Art, Music Production, Social Media, Online Marketing
Education
Inns of court school of Law 1993 — 1994
Barrister at Law, Law
Bristol University 1990 — 1993
LLB, Law
Buddhist Wolf LLC May 2015 - Present
Element 6 Arts August 2010 - Present
Romio September 2013 - December 2014
Nomura January 2009 - March 2013
Lehman Brothers March 2000 - November 2008
Chambers of Stephen Kramer QC October 1995 - March 1997
Skills
Valuation, Investment Banking, Derivatives, Investor Relations, Capital Markets, Equities, Private Equity, Hedge Funds, Fixed Income, Strategic Planning, Bloomberg, Alternative Investments, Venture Capital, Equity Research, Emerging Markets, Fine Art, Music Production, Social Media, Online Marketing
Education
Inns of court school of Law 1993 — 1994
Barrister at Law, Law
Bristol University 1990 — 1993
LLB, Law
Christine Ikeda's Lehman Brothers Experience December 2006 - September 2008
Job Mobile UX Designer
Industry Photography
Experience
Freelance mobile user experience designer April 2015 - Present
Christine Ikeda Pet Photography July 2014 - Present
Strava, Inc. October 2013 - July 2014
Redfin May 2012 - February 2013
Hewlett-Packard March 2011 - April 2012
Palm, Inc. September 2009 - February 2011
Barclays Capital September 2008 - October 2008
Lehman Brothers December 2006 - September 2008
Osaka YMCA International School September 2005 - November 2006
Skills
Cloud Computing, Product Management, Mobile Devices, User Experience, Usability, Rapid Prototyping, Android, Web Applications, Mobile Applications, iPhone, Agile Methodologies, Mobile Internet, iOS, Digital Media, Scrum, User Interface Design, Usability Testing
Education
State University of New York at Buffalo 2001 — 2005
BA, Computer Science, Digital Media Studies
Freelance mobile user experience designer April 2015 - Present
Christine Ikeda Pet Photography July 2014 - Present
Strava, Inc. October 2013 - July 2014
Redfin May 2012 - February 2013
Hewlett-Packard March 2011 - April 2012
Palm, Inc. September 2009 - February 2011
Barclays Capital September 2008 - October 2008
Lehman Brothers December 2006 - September 2008
Osaka YMCA International School September 2005 - November 2006
Skills
Cloud Computing, Product Management, Mobile Devices, User Experience, Usability, Rapid Prototyping, Android, Web Applications, Mobile Applications, iPhone, Agile Methodologies, Mobile Internet, iOS, Digital Media, Scrum, User Interface Design, Usability Testing
Education
State University of New York at Buffalo 2001 — 2005
BA, Computer Science, Digital Media Studies
Denise Jones's Lehman Brothers Experience November 2004 - August 2006
Job Vice President of Sales
Industry Renewables & Environment
Experience
SolarCity July 2015 - Present
SolarCity June 2008 - July 2015
EverBank February 2008 - June 2008
UBS August 2006 - November 2007
Lehman Brothers November 2004 - August 2006
Imperial Contract Wall Coverings January 1996 - February 2000
Skills
Marketing Strategy, Salesforce.com, Sales, Management, Leadership, Residential Homes, Business Development, New Business Development, Sales Management, Account Management, Recruiting, Sales Process, Selling, Time Management, Contract Negotiation, Solar Energy, Cold Calling, Team Building, Negotiation, Start-ups, Marketing, Direct Sales, Customer Service, Lead Generation
Education
University of Alabama 1987 — 1992
Bachelor of Science, Interior Design
SolarCity July 2015 - Present
SolarCity June 2008 - July 2015
EverBank February 2008 - June 2008
UBS August 2006 - November 2007
Lehman Brothers November 2004 - August 2006
Imperial Contract Wall Coverings January 1996 - February 2000
Skills
Marketing Strategy, Salesforce.com, Sales, Management, Leadership, Residential Homes, Business Development, New Business Development, Sales Management, Account Management, Recruiting, Sales Process, Selling, Time Management, Contract Negotiation, Solar Energy, Cold Calling, Team Building, Negotiation, Start-ups, Marketing, Direct Sales, Customer Service, Lead Generation
Education
University of Alabama 1987 — 1992
Bachelor of Science, Interior Design
Pat O'Keeffe Pat O'Keeffe's Lehman Brothers Experience March 2005 - September 2008
Job Head of Equity Capital Markets at Empyrean Capital Partners
Industry Financial Services
Experience
Barclays Capital September 2008 - June 2013
Lehman Brothers March 2005 - September 2008
Lehman Brothers 1996 - 2005
Morgan Stanley June 1994 - June 1996
Morgan Stanley September 1992 - June 1994
Skills
Equities, Hedge Funds, Investment Banking, Capital Markets, Pre-IPO, Institutional Sales, Sales Management, Business Valuation, Securities
Education
University College Dublin 1988 — 1992
Bachelor of Commerce (BCom)
Barclays Capital September 2008 - June 2013
Lehman Brothers March 2005 - September 2008
Lehman Brothers 1996 - 2005
Morgan Stanley June 1994 - June 1996
Morgan Stanley September 1992 - June 1994
Skills
Equities, Hedge Funds, Investment Banking, Capital Markets, Pre-IPO, Institutional Sales, Sales Management, Business Valuation, Securities
Education
University College Dublin 1988 — 1992
Bachelor of Commerce (BCom)
Jessica Chen Jessica Chen's Lehman Brothers Experience July 2007 - August 2007
Job Associate at Latham & Watkins LLP
Industry Law Practice
Experience
Latham & Watkins December 2014 - Present
Latham & Watkins May 2013 - July 2013
Norton Rose Fulbright in the United States (Fulbright & Jaworski LLP) May 2012 - July 2012
Barclays Capital July 2010 - June 2011
Barclays Capital July 2008 - June 2010
Lehman Brothers July 2007 - August 2007
KNN Public Finance October 2006 - April 2007
Education
University of Southern California Law School 2011 — 2014
Juris Doctor (J.D.)
University of California, Hastings College of the Law 2013 — 2014
Visiting Law Student
University of California, Berkeley 2004 — 2008
B.S., Economics
Latham & Watkins December 2014 - Present
Latham & Watkins May 2013 - July 2013
Norton Rose Fulbright in the United States (Fulbright & Jaworski LLP) May 2012 - July 2012
Barclays Capital July 2010 - June 2011
Barclays Capital July 2008 - June 2010
Lehman Brothers July 2007 - August 2007
KNN Public Finance October 2006 - April 2007
Education
University of Southern California Law School 2011 — 2014
Juris Doctor (J.D.)
University of California, Hastings College of the Law 2013 — 2014
Visiting Law Student
University of California, Berkeley 2004 — 2008
B.S., Economics
Melissa Weisberg Melissa Weisberg's Lehman Brothers Experience January 2007 - February 2008
Job Vendor Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2015 - Present
JPMorgan Chase September 2013 - June 2015
Bank of Tokyo-Mitsubishi UFJ February 2008 - September 2013
Lehman Brothers January 2007 - February 2008
IASG December 2004 - December 2006
Skills
Microsoft Office, PeopleSoft, Visio, Citrix, Strategic Planning, Strategic Sourcing, Strategic Negotiations, Project Management, Organizational..., Program Oversight, Third Party Vendor..., Vendor Management, Process Improvement, Sourcing, Change Management, Program Management, Banking, Leadership, Business Analysis, Management, Finance, Financial Services, Risk Management
Education
Saint Peters University 2011 — 2013
Masters of Business Administration, Risk Management
University at Albany, SUNY 2002 — 2006
BA, Philosophy
Tottenville HS 1998 — 2002
OppenheimerFunds June 2015 - Present
JPMorgan Chase September 2013 - June 2015
Bank of Tokyo-Mitsubishi UFJ February 2008 - September 2013
Lehman Brothers January 2007 - February 2008
IASG December 2004 - December 2006
Skills
Microsoft Office, PeopleSoft, Visio, Citrix, Strategic Planning, Strategic Sourcing, Strategic Negotiations, Project Management, Organizational..., Program Oversight, Third Party Vendor..., Vendor Management, Process Improvement, Sourcing, Change Management, Program Management, Banking, Leadership, Business Analysis, Management, Finance, Financial Services, Risk Management
Education
Saint Peters University 2011 — 2013
Masters of Business Administration, Risk Management
University at Albany, SUNY 2002 — 2006
BA, Philosophy
Tottenville HS 1998 — 2002
Darren Sardoff Darren Sardoff's Lehman Brothers Experience 2000 - 2002
Job Portfolio Manager at Act II Capital LLC
Industry Investment Management
Experience
Act II Capital February 2002 - Present
Lehman Brothers 2000 - 2002
ING Barings Furman Selz 1998 - 2000
SG Cowen 1997 - 1998
Time Warner & Affiliates 1992 - 1997
Alpine Capital Group 1990 - 1992
Ernst & Young 1987 - 1990
Skills
Strategy, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Investments, Business Development, Equity Research, Asset Management, Investor Relations, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University at Buffalo 1983 — 1987
BS, Accounting
Act II Capital February 2002 - Present
Lehman Brothers 2000 - 2002
ING Barings Furman Selz 1998 - 2000
SG Cowen 1997 - 1998
Time Warner & Affiliates 1992 - 1997
Alpine Capital Group 1990 - 1992
Ernst & Young 1987 - 1990
Skills
Strategy, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Investments, Business Development, Equity Research, Asset Management, Investor Relations, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University at Buffalo 1983 — 1987
BS, Accounting
Rick Seidenstein Rick Seidenstein's Lehman Brothers Experience July 2002 - October 2008
Job Managing Director
Industry Financial Services
Experience
JP Morgan December 2010 - Present
Citi October 2008 - December 2010
Lehman Brothers July 2002 - October 2008
Goldman 1998 - 2002
Dow Jones 1997 - 1998
Salomon Brothers 1995 - 1997
Bankers Trust 1994 - 1995
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Equity Derivatives, Market Data, Direct Market Access, Low Latency, Derivatives, Equity Trading, Investment Banking, Structured Products, Fixed Income, Hedge Funds, Capital Markets, Trading, Financial Markets
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Computer Science with Applied Math
Valley Stream South 1983 — 1989
JP Morgan December 2010 - Present
Citi October 2008 - December 2010
Lehman Brothers July 2002 - October 2008
Goldman 1998 - 2002
Dow Jones 1997 - 1998
Salomon Brothers 1995 - 1997
Bankers Trust 1994 - 1995
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Equity Derivatives, Market Data, Direct Market Access, Low Latency, Derivatives, Equity Trading, Investment Banking, Structured Products, Fixed Income, Hedge Funds, Capital Markets, Trading, Financial Markets
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Computer Science with Applied Math
Valley Stream South 1983 — 1989
Alvin Lobo Alvin Lobo's Lehman Brothers Experience April 2007 - September 2008
Job Director Corporate Finance at Wynn Resorts
Industry Gambling & Casinos
Experience
Wynn Resorts May 2014 - Present
Barclays Capital July 2011 - May 2014
Barclays Capital March 2010 - June 2011
Barclays Capital October 2008 - January 2009
Lehman Brothers April 2007 - September 2008
Lennar Corp July 2005 - April 2007
Banc of America Securities April 2004 - July 2005
Public Financial Management August 2003 - March 2004
Skills
Valuation, Financial Modeling, Investment Banking, Leveraged Finance, High Yield, LBO, Capital Markets, Financial Analysis, Due Diligence, Mergers, Private Equity, Corporate Finance, Excel, Microsoft Excel, Mergers & Acquisitions, Restructuring, IPO, Investments
Education
University of California, Berkeley
BA
Mater Dei H.S. 1995 — 1999
HS Diploma
Wynn Resorts May 2014 - Present
Barclays Capital July 2011 - May 2014
Barclays Capital March 2010 - June 2011
Barclays Capital October 2008 - January 2009
Lehman Brothers April 2007 - September 2008
Lennar Corp July 2005 - April 2007
Banc of America Securities April 2004 - July 2005
Public Financial Management August 2003 - March 2004
Skills
Valuation, Financial Modeling, Investment Banking, Leveraged Finance, High Yield, LBO, Capital Markets, Financial Analysis, Due Diligence, Mergers, Private Equity, Corporate Finance, Excel, Microsoft Excel, Mergers & Acquisitions, Restructuring, IPO, Investments
Education
University of California, Berkeley
BA
Mater Dei H.S. 1995 — 1999
HS Diploma
Randal Stoller Randal Stoller's Lehman Brothers Experience August 1987 - February 1997
Job Managing Principal at Stoller Consulting Services, LLC
Industry Capital Markets
Experience
Stoller Consulting Services LLC January 2005 - Present
Falcon Bridge Capital March 2011 - Present
Entransco Energy LLC October 2013 - February 2015
ProTech Services Inc November 2009 - March 2011
TVA Capital March 2008 - October 2009
Falcon Bridge Capital June 2005 - June 2008
Citigroup February 1997 - June 2004
Salomon Brothers February 1997 - February 1998
Lehman Brothers August 1987 - February 1997
World Savings August 1982 - August 1987
Skills
Capital Markets, Fixed Income, Structured Finance, Securitization, Mutual Funds, Derivatives, Mergers & Acquisitions, Investment Banking, Structured Products, Asset Management, Investments, Portfolio Management
Education
University of San Francisco 1980 — 1982
Bachelor of Science in Business Administration
University of California, Berkeley 1984 — 1984
N/A
Stoller Consulting Services LLC January 2005 - Present
Falcon Bridge Capital March 2011 - Present
Entransco Energy LLC October 2013 - February 2015
ProTech Services Inc November 2009 - March 2011
TVA Capital March 2008 - October 2009
Falcon Bridge Capital June 2005 - June 2008
Citigroup February 1997 - June 2004
Salomon Brothers February 1997 - February 1998
Lehman Brothers August 1987 - February 1997
World Savings August 1982 - August 1987
Skills
Capital Markets, Fixed Income, Structured Finance, Securitization, Mutual Funds, Derivatives, Mergers & Acquisitions, Investment Banking, Structured Products, Asset Management, Investments, Portfolio Management
Education
University of San Francisco 1980 — 1982
Bachelor of Science in Business Administration
University of California, Berkeley 1984 — 1984
N/A
Mitchell Rosen Mitchell Rosen's Lehman Brothers Experience August 1994 - July 1998
Job Experienced Commercial and Corporate Real Estate Professional
Industry Financial Services
Experience
Independent Contractor June 2011 - December 2011
Markit September 2007 - February 2011
Moodys Corporation November 2005 - September 2007
Philips Electronics May 2004 - October 2005
AIG Global Real Estate Investment Corp August 2000 - May 2003
Bear Stearns Company July 1998 - January 2000
Lehman Brothers August 1994 - July 1998
Skills
Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Equities, Due Diligence, Investments, Leases, Structured Finance, Asset Management, Corporate Real Estate, Real Estate Transactions, Strategic Planning, Commercial Real Estate..., Lease Negotiations, Business Strategy, Real Estate Finance, Location Intelligence, Property Disposition, Real Estate Economics, Process Improvement, Real Estate Development, Construction Budgets, Capital Budgeting, Real Estate, Team Building, Capital Markets, Strategy, Finance, Loans, Analysis, Forecasting, Bonds, Budgets, Credit Risk, Executive Management, Analytics, Equity Research, Acquisitions, Management, Disposition, Financial Services, Corporate Finance, Market Research, Derivatives, Banking, Financial Structuring, Accounting
Education
State University of New York at Albany 1990 — 1994
Bachelor of Science, Business Administration (Finance and MIS)
Benjamin N. Cardozo, H.S. 1987 — 1990
Independent Contractor June 2011 - December 2011
Markit September 2007 - February 2011
Moodys Corporation November 2005 - September 2007
Philips Electronics May 2004 - October 2005
AIG Global Real Estate Investment Corp August 2000 - May 2003
Bear Stearns Company July 1998 - January 2000
Lehman Brothers August 1994 - July 1998
Skills
Asset Managment, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Equities, Due Diligence, Investments, Leases, Structured Finance, Asset Management, Corporate Real Estate, Real Estate Transactions, Strategic Planning, Commercial Real Estate..., Lease Negotiations, Business Strategy, Real Estate Finance, Location Intelligence, Property Disposition, Real Estate Economics, Process Improvement, Real Estate Development, Construction Budgets, Capital Budgeting, Real Estate, Team Building, Capital Markets, Strategy, Finance, Loans, Analysis, Forecasting, Bonds, Budgets, Credit Risk, Executive Management, Analytics, Equity Research, Acquisitions, Management, Disposition, Financial Services, Corporate Finance, Market Research, Derivatives, Banking, Financial Structuring, Accounting
Education
State University of New York at Albany 1990 — 1994
Bachelor of Science, Business Administration (Finance and MIS)
Benjamin N. Cardozo, H.S. 1987 — 1990
Jens Ratsey-Woodroffe Jens Ratsey-Woodroffe's Lehman Brothers Experience February 1999 - March 1999
Job Executive Director, Global Technology, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
RBS Markets & International Banking October 2011 - December 2013
RBS Global Banking & Markets June 2005 - October 2011
RBS Greenwich Capital April 2005 - June 2005
NatWest Markets December 1999 - April 2005
Trade.com March 1999 - December 1999
Lehman Brothers February 1999 - March 1999
NatWest Markets November 1997 - February 1999
Bankers Trust September 1996 - November 1997
Inmarsat March 1996 - September 1996
Skills
FX Options, Trading Systems, Electronic Trading, Market Data, Sybase, Investment Banking, Fixed Income, Databases, SDLC, Derivatives, Low Latency, E-commerce, Capital Markets, Enterprise Architecture, Equity Derivatives, SQL, Integration, Unix, Microsoft SQL Server, C#, Requirements Analysis, Software Development, Project Delivery, Agile Methodologies, JavaScript, CSS, Java, Xamarin, Technical Support, Mobile Product...
Education
University of Brighton 1986 — 1991
Bsc(Hons), Computer Studies
Ryde School 1974 — 1986
JPMorgan Chase July 2014 - Present
RBS Markets & International Banking October 2011 - December 2013
RBS Global Banking & Markets June 2005 - October 2011
RBS Greenwich Capital April 2005 - June 2005
NatWest Markets December 1999 - April 2005
Trade.com March 1999 - December 1999
Lehman Brothers February 1999 - March 1999
NatWest Markets November 1997 - February 1999
Bankers Trust September 1996 - November 1997
Inmarsat March 1996 - September 1996
Skills
FX Options, Trading Systems, Electronic Trading, Market Data, Sybase, Investment Banking, Fixed Income, Databases, SDLC, Derivatives, Low Latency, E-commerce, Capital Markets, Enterprise Architecture, Equity Derivatives, SQL, Integration, Unix, Microsoft SQL Server, C#, Requirements Analysis, Software Development, Project Delivery, Agile Methodologies, JavaScript, CSS, Java, Xamarin, Technical Support, Mobile Product...
Education
University of Brighton 1986 — 1991
Bsc(Hons), Computer Studies
Ryde School 1974 — 1986
Caryn Greenberg Caryn Greenberg's Lehman Brothers Experience January 1993 - October 2008
Job Computer Graphics Specialist at Barclays Capital
Industry Design
Experience
Barclays Capital October 2008 - Present
Lehman Brothers January 1993 - October 2008
Freelance September 1978 - December 1993
Education
University at Buffalo 1970 — 1974
BFA, Fine Art
Barclays Capital October 2008 - Present
Lehman Brothers January 1993 - October 2008
Freelance September 1978 - December 1993
Education
University at Buffalo 1970 — 1974
BFA, Fine Art
Frank Yeary Frank Yeary's Lehman Brothers Experience 1984 - 1990
Job Investor Board Member Advisor
Industry Financial Services
Experience
PayPal July 2015 - Present
CamberView Partners July 2012 - Present
Intel Corporation March 2009 - Present
eBay Inc January 2015 - July 2015
Level Money, Inc. June 2012 - January 2015
UC Berkeley August 2008 - May 2012
Citigroup January 2001 - July 2008
The Carlyle Group June 1998 - March 2000
Salomon Brothers 1990 - 1998
Lehman Brothers 1984 - 1990
Education
University of California, Berkeley 1981 — 1985
BA, History and Economics
PayPal July 2015 - Present
CamberView Partners July 2012 - Present
Intel Corporation March 2009 - Present
eBay Inc January 2015 - July 2015
Level Money, Inc. June 2012 - January 2015
UC Berkeley August 2008 - May 2012
Citigroup January 2001 - July 2008
The Carlyle Group June 1998 - March 2000
Salomon Brothers 1990 - 1998
Lehman Brothers 1984 - 1990
Education
University of California, Berkeley 1981 — 1985
BA, History and Economics
Steven Ricciardi Steven Ricciardi's Lehman Brothers Experience 2001 - 2006
Job Private Investor and Consultant
Industry
Experience
Swan Song Associates 2013 - Present
Richmond Lawrence Mgmt 2013 - Present
Goldman Sachs 2006 - 2012
Lehman Brothers 2001 - 2006
Prudential Securities 1998 - 2001
Dean Witter Reynolds 1992 - 1998
Fidelity Investments 1991 - 1992
County NatWest 1986 - 1991
Skills
Investment Banking, Structured Products, Derivatives, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Portfolio Management, Private Equity, Management, Investments, Asset Management
Education
State University of New York at Albany
Swan Song Associates 2013 - Present
Richmond Lawrence Mgmt 2013 - Present
Goldman Sachs 2006 - 2012
Lehman Brothers 2001 - 2006
Prudential Securities 1998 - 2001
Dean Witter Reynolds 1992 - 1998
Fidelity Investments 1991 - 1992
County NatWest 1986 - 1991
Skills
Investment Banking, Structured Products, Derivatives, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Portfolio Management, Private Equity, Management, Investments, Asset Management
Education
State University of New York at Albany
Raja Khanna's Lehman Brothers Experience 2006 - 2009
Job at
Industry Investment Banking
Experience
RBC Capital Markets 2013 - Present
KeyBanc Capital Markets 2012 - 2013
Barclays Capital 2009 - 2012
Lehman Brothers 2006 - 2009
Banc of America Securities 2003 - 2006
Arthur Andersen 2000 - 2002
Ernst & Young 1999 - 2000
Asthma and Allergy Foundation of America 1997 - 1998
Skills
Cross-functional Team..., Organizational..., Transaction Execution, Negotiation, M&A due diligence, Operational Due..., Financial Analysis, Capital Structure..., Creative Financing, Debt Financing, Equity Financing, Industry Analysis, Market Analysis, Business Strategy, Strategic Planning, Investment Banking, Corporate Development, Portfolio Strategy, Valuation, Strategic Presentations, Acquisition Analysis, Healthcare Industry, Industrial Industry, Financial Accounting, Capital Structure, Due Diligence, Equities, Investments, Business Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Structuring
Education
University of California, Berkeley 2002 — 2004
MBA, Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master in Accounting, Accounting
University of North Carolina at Chapel Hill 1993 — 1997
BSPH, Health Services Administration
RBC Capital Markets 2013 - Present
KeyBanc Capital Markets 2012 - 2013
Barclays Capital 2009 - 2012
Lehman Brothers 2006 - 2009
Banc of America Securities 2003 - 2006
Arthur Andersen 2000 - 2002
Ernst & Young 1999 - 2000
Asthma and Allergy Foundation of America 1997 - 1998
Skills
Cross-functional Team..., Organizational..., Transaction Execution, Negotiation, M&A due diligence, Operational Due..., Financial Analysis, Capital Structure..., Creative Financing, Debt Financing, Equity Financing, Industry Analysis, Market Analysis, Business Strategy, Strategic Planning, Investment Banking, Corporate Development, Portfolio Strategy, Valuation, Strategic Presentations, Acquisition Analysis, Healthcare Industry, Industrial Industry, Financial Accounting, Capital Structure, Due Diligence, Equities, Investments, Business Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Structuring
Education
University of California, Berkeley 2002 — 2004
MBA, Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master in Accounting, Accounting
University of North Carolina at Chapel Hill 1993 — 1997
BSPH, Health Services Administration
Charles Davis's Lehman Brothers Experience 2000 - 2004
Job Principal at Quilvest
Industry Venture Capital & Private Equity
Experience
Quilvest USA, Inc. 2015 - Present
KCAP Financial, Inc. 2013 - 2015
Canyon River Capital Partners 2010 - 2012
Allied Capital 2004 - 2009
Lehman Brothers 2000 - 2004
Merrill Lynch 1999 - 2000
Skills
Deal Sourcing, Private Equity, Debt, Buyouts, Portfolio Management, Financial Analysis, LBO, Valuation, Mezzanine, Financial Modeling, Venture Capital, Due Diligence, Investment Banking, Corporate Finance, Leveraged Finance, Mergers
Education
University of Arkansas at Fayetteville
BSBA, Finance, Accounting, Political Science
Quilvest USA, Inc. 2015 - Present
KCAP Financial, Inc. 2013 - 2015
Canyon River Capital Partners 2010 - 2012
Allied Capital 2004 - 2009
Lehman Brothers 2000 - 2004
Merrill Lynch 1999 - 2000
Skills
Deal Sourcing, Private Equity, Debt, Buyouts, Portfolio Management, Financial Analysis, LBO, Valuation, Mezzanine, Financial Modeling, Venture Capital, Due Diligence, Investment Banking, Corporate Finance, Leveraged Finance, Mergers
Education
University of Arkansas at Fayetteville
BSBA, Finance, Accounting, Political Science
Alex Newman's Lehman Brothers Experience February 2006 - May 2008
Job Wealth Management Advisor at TIAACREF
Industry Market Research
Experience
TIAA-CREF September 2013 - Present
The Economist Intelligence Unit October 2012 - September 2013
Northwestern Mutual May 2010 - September 2012
Rudman Capital June 2008 - May 2010
Lehman Brothers February 2006 - May 2008
Wellington West Capital Markets May 2004 - September 2004
Merrill Lynch August 2000 - February 2002
Deutsche Bank Securities 1998 - 2000
Skills
Mutual Funds, Due Diligence, Trading, Alternative Investments, Equity Derivatives, Options, Equity Valuation, Investment Strategies, Series 7, Financial Advisory, Bonds, Mergers, Bloomberg Terminal, DCF, Risk Management
Education
University of Toronto - Rotman School of Management 2003 — 2005
MBA
University of Bristol
MSc
University of Bristol
BSc
TIAA-CREF September 2013 - Present
The Economist Intelligence Unit October 2012 - September 2013
Northwestern Mutual May 2010 - September 2012
Rudman Capital June 2008 - May 2010
Lehman Brothers February 2006 - May 2008
Wellington West Capital Markets May 2004 - September 2004
Merrill Lynch August 2000 - February 2002
Deutsche Bank Securities 1998 - 2000
Skills
Mutual Funds, Due Diligence, Trading, Alternative Investments, Equity Derivatives, Options, Equity Valuation, Investment Strategies, Series 7, Financial Advisory, Bonds, Mergers, Bloomberg Terminal, DCF, Risk Management
Education
University of Toronto - Rotman School of Management 2003 — 2005
MBA
University of Bristol
MSc
University of Bristol
BSc
Kelly Fong, CFA, CFP(R)'s Lehman Brothers Experience April 2005 - October 2007
Job
Industry Financial Services
Experience
Bank of Hawaii February 2013 - Present
Bank of Hawaii October 2008 - February 2013
Lehman Brothers April 2005 - October 2007
Merrill Lynch October 2003 - April 2005
Prudential Securities April 2000 - August 2002
Education
University of California, Berkeley 1993 — 1999
BA, Economics, Business
Bank of Hawaii February 2013 - Present
Bank of Hawaii October 2008 - February 2013
Lehman Brothers April 2005 - October 2007
Merrill Lynch October 2003 - April 2005
Prudential Securities April 2000 - August 2002
Education
University of California, Berkeley 1993 — 1999
BA, Economics, Business
Andy Druch's Lehman Brothers Experience 1992 - 1995
Job General Counsel Americas at DNB
Industry Banking
Experience
DNB 2012 - Present
Rabobank 2005 - 2011
ING Bank 1995 - 2005
Lehman Brothers 1992 - 1995
Drexel Burnham Lambert 1987 - 1992
Skills
Securities, Banking Law, Derivatives, Compliance, Corporate Governance, Corporate Law, Litigation Management, Securities Law, Employment Law, Corporate Finance, Mergers, Contract Negotiation, Capital Markets, Securities Regulation, Mergers & Acquisitions
Education
Rutgers University School of Law
State University of New York at Albany
DNB 2012 - Present
Rabobank 2005 - 2011
ING Bank 1995 - 2005
Lehman Brothers 1992 - 1995
Drexel Burnham Lambert 1987 - 1992
Skills
Securities, Banking Law, Derivatives, Compliance, Corporate Governance, Corporate Law, Litigation Management, Securities Law, Employment Law, Corporate Finance, Mergers, Contract Negotiation, Capital Markets, Securities Regulation, Mergers & Acquisitions
Education
Rutgers University School of Law
State University of New York at Albany
Charley Chen's Lehman Brothers Experience 2000 - 2008
Job Director at Citi
Industry Financial Services
Experience
Citi June 2009 - Present
Lehman Brothers 2000 - 2008
Financial Security Assurance 1997 - 2000
Transatlantic Reinsurance 1996 - 1998
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
Masters in Business Administration, Finance, International Finance
University at Albany, SUNY 1991 — 1995
Bachelor of Science, Computer Science, Business Administration
Citi June 2009 - Present
Lehman Brothers 2000 - 2008
Financial Security Assurance 1997 - 2000
Transatlantic Reinsurance 1996 - 1998
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
Masters in Business Administration, Finance, International Finance
University at Albany, SUNY 1991 — 1995
Bachelor of Science, Computer Science, Business Administration
Derek Armour's Lehman Brothers Experience August 1988 - October 1994
Job Senior Vice President Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank November 1994 - Present
Lehman Brothers August 1988 - October 1994
Salomon Brothers July 1987 - August 1988
Skills
Credit Analysis, Portfolio Management, Capital Markets, Securitization, Credit, Risk Management, Residential Mortgages, Credit Risk, Structured Finance, Securities, Structured Products, Mortgage Banking, Financial Markets, Financial Modeling, Bloomberg, Loans, Fixed Income, Financial Services, Financial Risk
Education
University at Buffalo 1982 — 1986
BS, Physics
Stuyvesant High School 1978 — 1981
Fatima College (T&T) 1975 — 1978
Wells Fargo Bank November 1994 - Present
Lehman Brothers August 1988 - October 1994
Salomon Brothers July 1987 - August 1988
Skills
Credit Analysis, Portfolio Management, Capital Markets, Securitization, Credit, Risk Management, Residential Mortgages, Credit Risk, Structured Finance, Securities, Structured Products, Mortgage Banking, Financial Markets, Financial Modeling, Bloomberg, Loans, Fixed Income, Financial Services, Financial Risk
Education
University at Buffalo 1982 — 1986
BS, Physics
Stuyvesant High School 1978 — 1981
Fatima College (T&T) 1975 — 1978
Sodhi, Harpreet's Lehman Brothers Experience April 2007 - Present
Job Compliance at Lehman Brothers
Industry Investment Banking
Experience
Lehman Brothers April 2007 - Present
Education
University at Buffalo 2000 — 2005
Lehman Brothers April 2007 - Present
Education
University at Buffalo 2000 — 2005
Kenneth Tierney's Lehman Brothers Experience 2005 - 2008
Job Business Development at Green Tree Servicing
Industry Investment Banking
Experience
Green Tree Servicing March 2015 - Present
Green Tree Servicing July 2012 - March 2015
Green Tree Servicing October 2011 - July 2012
Green Tree Servicing September 2008 - October 2011
Aurora Loan Services, A Lehman Brothers Company April 2007 - September 2008
Lehman Brothers 2005 - 2008
Aurora Loan Services, A Lehman Brothers Company December 2005 - April 2007
Clayton Fixed Income Services/The Murrayhill Company April 2005 - December 2005
Clayton Fixed Income Services/The Murrayhill Company December 2003 - April 2005
Skills
Mortgage Lending, Mortgage Servicing, Loans, Business Development, Credit, Financial Analysis, Portfolio Management, Banking, Mortgage Banking, Risk Management, Finance, Management, Credit Risk
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science in Business Administration, Business/Managerial Economics
Green Tree Servicing March 2015 - Present
Green Tree Servicing July 2012 - March 2015
Green Tree Servicing October 2011 - July 2012
Green Tree Servicing September 2008 - October 2011
Aurora Loan Services, A Lehman Brothers Company April 2007 - September 2008
Lehman Brothers 2005 - 2008
Aurora Loan Services, A Lehman Brothers Company December 2005 - April 2007
Clayton Fixed Income Services/The Murrayhill Company April 2005 - December 2005
Clayton Fixed Income Services/The Murrayhill Company December 2003 - April 2005
Skills
Mortgage Lending, Mortgage Servicing, Loans, Business Development, Credit, Financial Analysis, Portfolio Management, Banking, Mortgage Banking, Risk Management, Finance, Management, Credit Risk
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science in Business Administration, Business/Managerial Economics
Jeffrey Klinger's Lehman Brothers Experience November 1999 - September 2008
Job Merrill Lynch Senior Vice President Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - November 2014
Lehman Brothers November 1999 - September 2008
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Alternative Investments, Equities, Trading Systems, Bloomberg, Electronic Trading, Derivatives, Equity Derivatives, Equity Research, Financial Structuring, Investments, Private Equity, Securities, Valuation, Venture Capital
Education
University of Arizona 1993 — 1997
University of Arizona, Eller College of Management 1993 — 1997
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - November 2014
Lehman Brothers November 1999 - September 2008
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Alternative Investments, Equities, Trading Systems, Bloomberg, Electronic Trading, Derivatives, Equity Derivatives, Equity Research, Financial Structuring, Investments, Private Equity, Securities, Valuation, Venture Capital
Education
University of Arizona 1993 — 1997
University of Arizona, Eller College of Management 1993 — 1997
Caryn Schaufeld's Lehman Brothers Experience February 1986 - December 1987
Job Director of Marketing at All Round Foods
Industry Marketing and Advertising
Experience
Doubleday Entertainment Director of MarketingAll Round FoodsApril 2013 - Present
Bookspan October 1996 - May 2007
Chemical Bank 1994 - September 1996
Citibank 1988 - 1994
Lehman Brothers February 1986 - December 1987
Young & Rubicam February 1985 - February 1986
Skills
Direct Marketing, Customer Acquisition, Email Marketing, Analytics, Digital Marketing, Direct Mail, Digital Media, Online Marketing, Online Advertising, Integrated Marketing, Digital Strategy, Social Media Marketing, Web Analytics, Multi-channel Marketing, Brand Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
Master of Business Administration (MBA), Marketing
New York University - Leonard N. Stern School of Business 1979 — 1981
Bachelor of Science (BS), Marketing and Management
State University of New York at Albany 1977 — 1979
Doubleday Entertainment Director of MarketingAll Round FoodsApril 2013 - Present
Bookspan October 1996 - May 2007
Chemical Bank 1994 - September 1996
Citibank 1988 - 1994
Lehman Brothers February 1986 - December 1987
Young & Rubicam February 1985 - February 1986
Skills
Direct Marketing, Customer Acquisition, Email Marketing, Analytics, Digital Marketing, Direct Mail, Digital Media, Online Marketing, Online Advertising, Integrated Marketing, Digital Strategy, Social Media Marketing, Web Analytics, Multi-channel Marketing, Brand Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
Master of Business Administration (MBA), Marketing
New York University - Leonard N. Stern School of Business 1979 — 1981
Bachelor of Science (BS), Marketing and Management
State University of New York at Albany 1977 — 1979
Vasilios Garas's Lehman Brothers Experience July 2007 - September 2008
Job Senior Developer at Global Financial services Organisation (BJSS Consultant)
Industry Computer Software
Experience
Global Financial services Organisation (BJSS Consultant) March 2015 - Present
BJSS April 2011 - Present
Global Financial Services Organisation (BJSS Consultant) August 2013 - March 2015
Global Commodities Trading Organisation (BJSS Consultant) December 2011 - July 2013
Major UK Retail and Investment Bank (BJSS Consultant) October 2011 - December 2011
Global Commodities Trading Organisation (BJSS Consultant) May 2011 - October 2011
Career Break to Travel July 2010 - February 2011
Lehman Brothers (in Administration) September 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Thunderhead January 2005 - July 2007
Skills
Java, Java Concurrency, Agile Methodologies, Software Development, Requirements Analysis, Enterprise Architecture, SOA, Solution Architecture, SDLC, Performance Tuning, C, C#, Algorithms, C++, XML
Education
University of Adelaide 1990 — 1995
Bachelor of Science in the Faculty of Mathematical and Computer Sciences, Computer Science
Global Financial services Organisation (BJSS Consultant) March 2015 - Present
BJSS April 2011 - Present
Global Financial Services Organisation (BJSS Consultant) August 2013 - March 2015
Global Commodities Trading Organisation (BJSS Consultant) December 2011 - July 2013
Major UK Retail and Investment Bank (BJSS Consultant) October 2011 - December 2011
Global Commodities Trading Organisation (BJSS Consultant) May 2011 - October 2011
Career Break to Travel July 2010 - February 2011
Lehman Brothers (in Administration) September 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Thunderhead January 2005 - July 2007
Skills
Java, Java Concurrency, Agile Methodologies, Software Development, Requirements Analysis, Enterprise Architecture, SOA, Solution Architecture, SDLC, Performance Tuning, C, C#, Algorithms, C++, XML
Education
University of Adelaide 1990 — 1995
Bachelor of Science in the Faculty of Mathematical and Computer Sciences, Computer Science
Alex Easton's Lehman Brothers Experience January 2003 - September 2008
Job Vice President, Head of Market Data
Industry Financial Services
Experience
Neuberger Berman September 2008 - Present
Lehman Brothers January 2003 - September 2008
Neuberger Berman 2001 - 2003
Morgan Stanley Dean Witter December 1999 - January 2001
Skills
Trading Systems, Market Data, Visio, Fixed Income, Equities, Java, Asset, Trading System, SDLC, Risk Management, Requirements Analysis, Sybase, Electronic Trading, Business Analysis, Integration, Software Project..., Vendor Management, Hedge Funds, Financial Services, Derivatives, Low Latency, Prime Brokerage, Cadis, Charles River IMS
Education
University of Arizona
Neuberger Berman September 2008 - Present
Lehman Brothers January 2003 - September 2008
Neuberger Berman 2001 - 2003
Morgan Stanley Dean Witter December 1999 - January 2001
Skills
Trading Systems, Market Data, Visio, Fixed Income, Equities, Java, Asset, Trading System, SDLC, Risk Management, Requirements Analysis, Sybase, Electronic Trading, Business Analysis, Integration, Software Project..., Vendor Management, Hedge Funds, Financial Services, Derivatives, Low Latency, Prime Brokerage, Cadis, Charles River IMS
Education
University of Arizona
John Valenti's Lehman Brothers Experience 2000 - 2006
Job RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2014 - Present
Nomura Securities November 2009 - November 2013
Nomura December 2009 - December 2010
Lehman Brothers 2000 - 2006
Education
University at Albany, SUNY 1997 — 2000
RBC Capital Markets April 2014 - Present
Nomura Securities November 2009 - November 2013
Nomura December 2009 - December 2010
Lehman Brothers 2000 - 2006
Education
University at Albany, SUNY 1997 — 2000
Nicholas Deans's Lehman Brothers Experience 2002 - 2005
Job Managing Director of Fort Point Capital Partners
Industry Investment Banking
Experience
Muirfield Investment Partners LLC January 2013 - Present
Fort Point Capital Partners September 2011 - Present
Moorings Capital LLC February 2009 - February 2010
Lehman Brothers 2002 - 2005
Skills
Private Equity, Equities, Mergers, Hedge Funds, Investments, Investment Banking, Alternative Investments, Valuation
Education
University of California, Berkeley 2000 — 2002
MBA
Yale University 1991 — 1995
BA, American Studies
Avon Old Farms
Muirfield Investment Partners LLC January 2013 - Present
Fort Point Capital Partners September 2011 - Present
Moorings Capital LLC February 2009 - February 2010
Lehman Brothers 2002 - 2005
Skills
Private Equity, Equities, Mergers, Hedge Funds, Investments, Investment Banking, Alternative Investments, Valuation
Education
University of California, Berkeley 2000 — 2002
MBA
Yale University 1991 — 1995
BA, American Studies
Avon Old Farms
Bill Keller's Lehman Brothers Experience 1986 - 1995
Job Vice President Finance & Administation, Queens College, CUNY
Industry Higher Education
Experience
Queens College July 2013 - Present
Kingsborough Community College March 2005 - July 2013
Gartner 2000 - 2004
NYC Department of Information Technology & Telecommunication 1998 - 2000
Metropolitan Hospital Center 1996 - 1998
Lehman Brothers 1986 - 1995
Deloitte & Touche 1983 - 1986
NYC Board of Education 1981 - 1983
Mayor's Office of Operations, NYC 1978 - 1980
NYC Urban Fellows September 1978 - June 1979
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, Management
University at Albany, SUNY 1973 — 1975
MA in Education, Secondary Social Studies
University of Pennsylvania 1969 — 1973
Bachelor of Arts (B.A.), History and Urban Studies
Paul D. Schreiber H.S. 1966 — 1969
High School
Queens College July 2013 - Present
Kingsborough Community College March 2005 - July 2013
Gartner 2000 - 2004
NYC Department of Information Technology & Telecommunication 1998 - 2000
Metropolitan Hospital Center 1996 - 1998
Lehman Brothers 1986 - 1995
Deloitte & Touche 1983 - 1986
NYC Board of Education 1981 - 1983
Mayor's Office of Operations, NYC 1978 - 1980
NYC Urban Fellows September 1978 - June 1979
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, Management
University at Albany, SUNY 1973 — 1975
MA in Education, Secondary Social Studies
University of Pennsylvania 1969 — 1973
Bachelor of Arts (B.A.), History and Urban Studies
Paul D. Schreiber H.S. 1966 — 1969
High School
Steve Hachikian's Lehman Brothers Experience 1988 - 1990
Job Vice President at Assured Guaranty Currently Seeking New Opportunities
Industry Financial Services
Experience
Assured Guaranty 2009 - Present
Financial Security Assurance 1990 - 2009
Lehman Brothers 1988 - 1990
Standard & Poors 1985 - 1988
Skills
Project Management, Databases, Microsoft Office, Risk Management, Capital Markets, Structured Finance, Bonds, Securitization, MBS, Fixed Income, Structured Products, ABS, Financial Reporting, Business Analysis, Technology Leadership, Portfolio Management, Investment Banking, Derivatives, Due Diligence, Financial Modeling, Strategic Consulting, Data Analysis, CEM, Financial Analysis, Budget Management, Analysis
Education
University at Albany, SUNY
BS, Computer Science
Assured Guaranty 2009 - Present
Financial Security Assurance 1990 - 2009
Lehman Brothers 1988 - 1990
Standard & Poors 1985 - 1988
Skills
Project Management, Databases, Microsoft Office, Risk Management, Capital Markets, Structured Finance, Bonds, Securitization, MBS, Fixed Income, Structured Products, ABS, Financial Reporting, Business Analysis, Technology Leadership, Portfolio Management, Investment Banking, Derivatives, Due Diligence, Financial Modeling, Strategic Consulting, Data Analysis, CEM, Financial Analysis, Budget Management, Analysis
Education
University at Albany, SUNY
BS, Computer Science
David Pfeifer's Lehman Brothers Experience September 2000 - June 2002
Job Real Estate and Business Development
Industry Real Estate
Experience
Aritzia June 2013 - Present
FMP Development Services Inc. January 2009 - Present
GNW Trust (formerly Great Northern Way Campus Trust) May 2010 - November 2012
Intrawest May 2003 - January 2009
Lehman Brothers September 2000 - June 2002
KPMG Advisory August 1999 - August 2000
Skills
Mergers, Real Estate Development, Strategic Planning, Real Estate, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Asset Managment, Corporate Development, Real Estate Economics, Project Management, Private Equity, Budgets, Social Media, Mergers & Acquisitions
Education
University of Arkansas at Fayetteville 1995 — 1999
Bachelor of Science, Double Major: Accounting and Finance
Aritzia June 2013 - Present
FMP Development Services Inc. January 2009 - Present
GNW Trust (formerly Great Northern Way Campus Trust) May 2010 - November 2012
Intrawest May 2003 - January 2009
Lehman Brothers September 2000 - June 2002
KPMG Advisory August 1999 - August 2000
Skills
Mergers, Real Estate Development, Strategic Planning, Real Estate, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Asset Managment, Corporate Development, Real Estate Economics, Project Management, Private Equity, Budgets, Social Media, Mergers & Acquisitions
Education
University of Arkansas at Fayetteville 1995 — 1999
Bachelor of Science, Double Major: Accounting and Finance
Alan Shanken's Lehman Brothers Experience September 1988 - May 1995
Job Director at Credit Suisse Private Bank
Industry Financial Services
Experience
Credit Suisse - Private Banking May 1995 - Present
Lehman Brothers September 1988 - May 1995
EF Hutton 1985 - 1988
EF Hutton 1985 - 1988
Skills
Fixed Income, Business Development, Start-ups, Investments, Strategic Planning, Equities, Hedge Funds, Investment Banking, Management, Private Equity, Leadership, Portfolio Management, Strategy, Asset Management, Derivatives, Capital Markets, Financial Modeling, Special Situations, Wealth Management, Change Management
Education
University of Arizona 1978 — 1982
Bachelor of Science (B.S.), Finance, General
Credit Suisse - Private Banking May 1995 - Present
Lehman Brothers September 1988 - May 1995
EF Hutton 1985 - 1988
EF Hutton 1985 - 1988
Skills
Fixed Income, Business Development, Start-ups, Investments, Strategic Planning, Equities, Hedge Funds, Investment Banking, Management, Private Equity, Leadership, Portfolio Management, Strategy, Asset Management, Derivatives, Capital Markets, Financial Modeling, Special Situations, Wealth Management, Change Management
Education
University of Arizona 1978 — 1982
Bachelor of Science (B.S.), Finance, General
Andy Tamayo's Lehman Brothers Experience January 2006 - September 2008
Job Director at Daiwa Capital Markets America
Industry Financial Services
Experience
Daiwa Capital Markets America September 2012 - Present
La Tortilla Factory May 2008 - Present
Oppenheimer & Co. November 2008 - August 2012
Lehman Brothers January 2006 - September 2008
Nomura Securities December 2003 - October 2005
Skills
Fixed Income, Investments, Portfolio Management
Education
University of California, Berkeley
Daiwa Capital Markets America September 2012 - Present
La Tortilla Factory May 2008 - Present
Oppenheimer & Co. November 2008 - August 2012
Lehman Brothers January 2006 - September 2008
Nomura Securities December 2003 - October 2005
Skills
Fixed Income, Investments, Portfolio Management
Education
University of California, Berkeley
Patricia France's Lehman Brothers Experience 1996 - 1999
Job Business Operations and Strategic Realization @ Autodesk
Industry Computer Software
Experience
Autodesk October 2014 - Present
Autodesk September 2013 - October 2014
Autodesk September 2010 - September 2013
Autodesk November 2007 - September 2010
Blue Shield of California March 2007 - November 2007
Blue Shield of California March 2005 - March 2007
Elsevier Science (formerly Molecular Design Limited (MDL)) October 2001 - May 2004
Ventaso Inc. (formerly Market Touch) April 1999 - March 2001
Lehman Brothers 1996 - 1999
Skills
Integration, Cross-functional Team..., Program Management, Mergers & Acquisitions, Go to Market, Change Management, Product Management, Project Management, Business Process, Enterprise Software, Vendor Management, Process Improvement, Agile Methodologies, Business Strategy, Product Lifecycle..., Process Engineering, Go-to-market Strategy, Leadership
Education
University of California, Berkeley 1992 — 1997
B.A., Political Science
Autodesk October 2014 - Present
Autodesk September 2013 - October 2014
Autodesk September 2010 - September 2013
Autodesk November 2007 - September 2010
Blue Shield of California March 2007 - November 2007
Blue Shield of California March 2005 - March 2007
Elsevier Science (formerly Molecular Design Limited (MDL)) October 2001 - May 2004
Ventaso Inc. (formerly Market Touch) April 1999 - March 2001
Lehman Brothers 1996 - 1999
Skills
Integration, Cross-functional Team..., Program Management, Mergers & Acquisitions, Go to Market, Change Management, Product Management, Project Management, Business Process, Enterprise Software, Vendor Management, Process Improvement, Agile Methodologies, Business Strategy, Product Lifecycle..., Process Engineering, Go-to-market Strategy, Leadership
Education
University of California, Berkeley 1992 — 1997
B.A., Political Science
Jay Fallik's Lehman Brothers Experience May 2006 - September 2008
Job Vice President at Jefferies & Company
Industry Computer Software
Experience
Jefferies September 2011 - Present
Goldman Sachs November 2009 - October 2011
Max Capital Group August 2009 - October 2009
Barclays Capital September 2008 - January 2009
Lehman Brothers May 2006 - September 2008
Misys Banking Systems June 2005 - April 2006
KPMG 2002 - 2005
Andover Trading 2001 - 2002
Dolce International 1997 - 1999
Skills
Investment Banking, SDLC, SOA, Data Warehousing, C#, ASP.NET, Microsoft SQL Server, Asset Managment, jQuery, Hyper-V, SSH
Education
University at Buffalo 1995 — 2001
BS, Business Administration
Nyack HS 1991 — 1995
Regents Diploma
Jefferies September 2011 - Present
Goldman Sachs November 2009 - October 2011
Max Capital Group August 2009 - October 2009
Barclays Capital September 2008 - January 2009
Lehman Brothers May 2006 - September 2008
Misys Banking Systems June 2005 - April 2006
KPMG 2002 - 2005
Andover Trading 2001 - 2002
Dolce International 1997 - 1999
Skills
Investment Banking, SDLC, SOA, Data Warehousing, C#, ASP.NET, Microsoft SQL Server, Asset Managment, jQuery, Hyper-V, SSH
Education
University at Buffalo 1995 — 2001
BS, Business Administration
Nyack HS 1991 — 1995
Regents Diploma
Jessica Roberts's Lehman Brothers Experience 2007 - 2007
Job Sales at CoStar Group
Industry Marketing and Advertising
Experience
CoStar Group March 2013 - Present
RREI January 2011 - December 2012
Rewards Network February 2010 - November 2010
Houlihan Smith & Company, Inc. 2007 - July 2009
Lehman Brothers 2007 - 2007
Accredited Home Lenders 2006 - 2006
Skills
Financial Modeling, Mergers, Valuation, New Business Development, Business Strategy, Negotiation, Marketing Strategy, Email Marketing, Credit Analysis, Territory Management, Territory..., Networking, Written & Oral..., Financial Advisory, Mortgage Banking, Investment Banking, Investment Properties, Sales Presentations, Financial Reporting, Mortgage Lending, B2B, Real Estate, Private Equity, Sales Force Development, Due Diligence, Leadership, Mergers & Acquisitions, Sales, Finance, Marketing, Training, SaaS, Customer Service, Social Media Marketing, Software Solution Sales, Commercial Real Estate, Sales Operations, Start-ups, Banking
Education
University of Alabama
Bachelor’s Degree, International Marketing
Culver Academy 1996 — 1998
Honors Academic, Aviation
CoStar Group March 2013 - Present
RREI January 2011 - December 2012
Rewards Network February 2010 - November 2010
Houlihan Smith & Company, Inc. 2007 - July 2009
Lehman Brothers 2007 - 2007
Accredited Home Lenders 2006 - 2006
Skills
Financial Modeling, Mergers, Valuation, New Business Development, Business Strategy, Negotiation, Marketing Strategy, Email Marketing, Credit Analysis, Territory Management, Territory..., Networking, Written & Oral..., Financial Advisory, Mortgage Banking, Investment Banking, Investment Properties, Sales Presentations, Financial Reporting, Mortgage Lending, B2B, Real Estate, Private Equity, Sales Force Development, Due Diligence, Leadership, Mergers & Acquisitions, Sales, Finance, Marketing, Training, SaaS, Customer Service, Social Media Marketing, Software Solution Sales, Commercial Real Estate, Sales Operations, Start-ups, Banking
Education
University of Alabama
Bachelor’s Degree, International Marketing
Culver Academy 1996 — 1998
Honors Academic, Aviation
Chukwudi (Chudi) Udokwu's Lehman Brothers Experience 1997 - 2000
Job Project Manager at CWS
Industry Financial Services
Experience
CWS (USCIS) States Department of Homeland Security September 2014 - Present
Nweze Group Enterprises, Inc January 2014 - September 2014
Bank of America May 2011 - February 2014
Deutsche Bank Securities 2008 - 2011
Deutsche Bank Securities 2008 - 2011
Citigroup June 2004 - January 2008
Citigroup 2004 - 2008
Lehman Brothers 1997 - 2000
Associated Press, New York, NY January 1996 - January 1997
Skills
Low Latency, Fixed Income, Investment Banking, Capital Markets, Equities, Trading Systems, Electronic Trading, Market Data, Reference Data, Financial Services, Equity Derivatives, Solaris, Prime Brokerage, Credit Derivatives, JMS, FX Options, Derivatives, Trading, TIBCO Rendezvous, Bloomberg
Education
State University of New York at Buffalo 1985 — 1987
MA, 4.0
SUNY at Buffalo 1981 — 1985
Bachelor's degree, Information Systems, 3.0
Bennett High School Buffalo 1980 — 1981
High school, Mathematics
CWS (USCIS) States Department of Homeland Security September 2014 - Present
Nweze Group Enterprises, Inc January 2014 - September 2014
Bank of America May 2011 - February 2014
Deutsche Bank Securities 2008 - 2011
Deutsche Bank Securities 2008 - 2011
Citigroup June 2004 - January 2008
Citigroup 2004 - 2008
Lehman Brothers 1997 - 2000
Associated Press, New York, NY January 1996 - January 1997
Skills
Low Latency, Fixed Income, Investment Banking, Capital Markets, Equities, Trading Systems, Electronic Trading, Market Data, Reference Data, Financial Services, Equity Derivatives, Solaris, Prime Brokerage, Credit Derivatives, JMS, FX Options, Derivatives, Trading, TIBCO Rendezvous, Bloomberg
Education
State University of New York at Buffalo 1985 — 1987
MA, 4.0
SUNY at Buffalo 1981 — 1985
Bachelor's degree, Information Systems, 3.0
Bennett High School Buffalo 1980 — 1981
High school, Mathematics
Brian Lowenthal's Lehman Brothers Experience October 2007 - September 2008
Job Senior Vice President at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management October 2014 - Present
Wealth and Investment Management at Barclays October 2007 - October 2014
Lehman Brothers October 2007 - September 2008
Merrill Lynch March 2004 - September 2007
Sanford C. Bernstein & Co. / Bernstein Global Wealth Management April 1999 - February 2004
Education
University at Buffalo
UBS Private Wealth Management October 2014 - Present
Wealth and Investment Management at Barclays October 2007 - October 2014
Lehman Brothers October 2007 - September 2008
Merrill Lynch March 2004 - September 2007
Sanford C. Bernstein & Co. / Bernstein Global Wealth Management April 1999 - February 2004
Education
University at Buffalo
Bryan Lynskey's Lehman Brothers Experience March 2005 - March 2006
Job Personal Banker, Bank of America
Industry Banking
Experience
Bank of America June 2015 - Present
Commonwealth Bank of Australia March 2006 - December 2014
Lehman Brothers March 2005 - March 2006
Merrill Lynch July 2003 - March 2005
Republic National Bank March 1996 - June 2003
National Westminster Bank August 1993 - March 1996
Skills
FX, Trading, FX trading, Electronic Trading, Financial Markets, FX Options, Currency, Hedge Funds, Bloomberg, Capital Markets, FX Trading, Equities, Finance, Fixed Income, Foreign Exchange, Derivatives, Risk Management, Options, Trading Strategies, Trading Systems
Education
State University of New York at Albany 1985 — 1989
BS, Business
Xaverian High School 1981 — 1985
Bank of America June 2015 - Present
Commonwealth Bank of Australia March 2006 - December 2014
Lehman Brothers March 2005 - March 2006
Merrill Lynch July 2003 - March 2005
Republic National Bank March 1996 - June 2003
National Westminster Bank August 1993 - March 1996
Skills
FX, Trading, FX trading, Electronic Trading, Financial Markets, FX Options, Currency, Hedge Funds, Bloomberg, Capital Markets, FX Trading, Equities, Finance, Fixed Income, Foreign Exchange, Derivatives, Risk Management, Options, Trading Strategies, Trading Systems
Education
State University of New York at Albany 1985 — 1989
BS, Business
Xaverian High School 1981 — 1985
Gaurav Negi's Lehman Brothers Experience May 2006 - September 2008
Job Senior Design Verification Engineer at ADTRAN
Industry Telecommunications
Experience
Adtran January 2009 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers May 2006 - September 2008
Skills
Routing, Cisco Technologies, Networking, Network Design, WAN, TCP/IP, Network Engineering, Network Architecture, Data Center, Ethernet, BGP, VoIP
Education
University of Alabama, Manderson Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Executive MBA
Polytechnic Institute of NYU 2003 — 2007
BS, Electrical Engineering
Adtran January 2009 - Present
Barclays Capital September 2008 - December 2008
Lehman Brothers May 2006 - September 2008
Skills
Routing, Cisco Technologies, Networking, Network Design, WAN, TCP/IP, Network Engineering, Network Architecture, Data Center, Ethernet, BGP, VoIP
Education
University of Alabama, Manderson Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Executive MBA
Polytechnic Institute of NYU 2003 — 2007
BS, Electrical Engineering
Cliff Feibus's Lehman Brothers Experience May 2001 - Present
Job Financial Controller at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers May 2001 - Present
Grammercy communications partners December 1999 - May 2001
Education
SUNY at Buffalo 1974 — 1978
Bachelor of Science (BS), Accounting
Lehman Brothers May 2001 - Present
Grammercy communications partners December 1999 - May 2001
Education
SUNY at Buffalo 1974 — 1978
Bachelor of Science (BS), Accounting
PARAG SONI's Lehman Brothers Experience 1990 - 1990
Job Director, NAVIGANT CONSULTING (Energy Group) ● Trusted Strategic Advisor to Utilities ● Procurement ● Renewables
Industry Management Consulting
Experience
Navigant Consulting June 2001 - Present
Merrill Lynch June 1998 - May 2001
Price Waterhouse November 1995 - June 1998
The World Bank August 1994 - August 1995
Putnam, Hayes & Bartlett June 1993 - July 1994
The First Boston Corporation (Credit Suisse First Boston) June 1991 - June 1993
Lehman Brothers 1990 - 1990
Skills
Management Consulting, Finance, Financial Analysis, Project Finance, Municipal Bond Financing, Strategic Planning, Implementation, Renewable Energy, Energy Procurement, Solar Energy, Market Assessments, Communication Skills, Building Relationships, Contract Negotiation, Workshop Facilitation, Training & Development, Due Diligence
Education
University of California, Berkeley 1989 — 1991
Bachelor of Arts (B.A.), Political Science
University of California, Berkeley 1989 — 1991
BA, Political Science and Rhetoric
Cerritos High School
Navigant Consulting June 2001 - Present
Merrill Lynch June 1998 - May 2001
Price Waterhouse November 1995 - June 1998
The World Bank August 1994 - August 1995
Putnam, Hayes & Bartlett June 1993 - July 1994
The First Boston Corporation (Credit Suisse First Boston) June 1991 - June 1993
Lehman Brothers 1990 - 1990
Skills
Management Consulting, Finance, Financial Analysis, Project Finance, Municipal Bond Financing, Strategic Planning, Implementation, Renewable Energy, Energy Procurement, Solar Energy, Market Assessments, Communication Skills, Building Relationships, Contract Negotiation, Workshop Facilitation, Training & Development, Due Diligence
Education
University of California, Berkeley 1989 — 1991
Bachelor of Arts (B.A.), Political Science
University of California, Berkeley 1989 — 1991
BA, Political Science and Rhetoric
Cerritos High School
Frank Corrao's Lehman Brothers Experience September 2005 - August 2007
Job Software Engineer at Engineers Gate, LP
Industry Financial Services
Experience
Engineers Gate, LP November 2013 - Present
SAC Capital May 2009 - October 2013
Banc of America Securities August 2007 - May 2009
Lehman Brothers September 2005 - August 2007
Bloomberg June 2001 - May 2005
Education
University at Albany, SUNY 1997 — 2001
BS, Computer Science
Bronx High School of Science 1993 — 1997
Engineers Gate, LP November 2013 - Present
SAC Capital May 2009 - October 2013
Banc of America Securities August 2007 - May 2009
Lehman Brothers September 2005 - August 2007
Bloomberg June 2001 - May 2005
Education
University at Albany, SUNY 1997 — 2001
BS, Computer Science
Bronx High School of Science 1993 — 1997
Ed O'Connell's Lehman Brothers Experience 1997 - 2008
Job Director of Operations at River Birch Capital LLC
Industry Financial Services
Experience
River Birch Captital LLC September 2015 - Present
Realm Partners LLC May 2009 - September 2015
R3 Capital May 2008 - May 2009
Lehman Brothers 1997 - 2008
Prudential Securities June 2001 - July 2004
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Investment Banking, Bloomberg, Securities, Alternative Investments
Education
University at Albany, SUNY 1987 — 1991
Xavier High School 1983 — 1987
River Birch Captital LLC September 2015 - Present
Realm Partners LLC May 2009 - September 2015
R3 Capital May 2008 - May 2009
Lehman Brothers 1997 - 2008
Prudential Securities June 2001 - July 2004
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Investment Banking, Bloomberg, Securities, Alternative Investments
Education
University at Albany, SUNY 1987 — 1991
Xavier High School 1983 — 1987
Paul Ranieri's Lehman Brothers Experience November 2006 - May 2008
Job Vice President Regional Head Treasury Ops US at Nomura Securities
Industry Financial Services
Experience
Nomura Securities October 2009 - Present
Merrill Lynch October 2008 - October 2009
Lehman Brothers November 2006 - May 2008
Goldman Sachs July 2000 - November 2006
fiduciary trust company 1990 - 2001
Fiduciary Trust Company March 1991 - July 2000
Skills
Recruiting, Fixed Income, Middle Office, Back Office, Equities, Risk Management, Capital Markets, FX Options, Securities, Operational Risk, Settlement, Business Continuity, Treasury Management, Financial Services, Cash Management
Education
SUNY Albany 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
University at Albany, SUNY 1986 — 1990
BA, English
Nomura Securities October 2009 - Present
Merrill Lynch October 2008 - October 2009
Lehman Brothers November 2006 - May 2008
Goldman Sachs July 2000 - November 2006
fiduciary trust company 1990 - 2001
Fiduciary Trust Company March 1991 - July 2000
Skills
Recruiting, Fixed Income, Middle Office, Back Office, Equities, Risk Management, Capital Markets, FX Options, Securities, Operational Risk, Settlement, Business Continuity, Treasury Management, Financial Services, Cash Management
Education
SUNY Albany 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
University at Albany, SUNY 1986 — 1990
BA, English
Jason Robak's Lehman Brothers Experience July 2007 - August 2008
Job Distribution Administrator at BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton July 2013 - Present
BG Group August 2012 - July 2013
Southwest Energy August 2008 - April 2012
Lehman Brothers July 2007 - August 2008
Eagle Energy Partners January 2007 - July 2007
Eagle Energy Partners August 2005 - January 2007
Skills
Natural Gas, Commodity Markets, Commodity, Energy Markets, Energy, Gas, Trading, Hedging
Education
University of Arizona 1997 — 2001
BHP Billiton July 2013 - Present
BG Group August 2012 - July 2013
Southwest Energy August 2008 - April 2012
Lehman Brothers July 2007 - August 2008
Eagle Energy Partners January 2007 - July 2007
Eagle Energy Partners August 2005 - January 2007
Skills
Natural Gas, Commodity Markets, Commodity, Energy Markets, Energy, Gas, Trading, Hedging
Education
University of Arizona 1997 — 2001
Justin Mahy's Lehman Brothers Experience October 2000 - October 2002
Job Partner at TechCreationAgency
Industry Computer Software
Experience
TechCreationAgency May 2015 - Present
Dialedin.com February 2006 - Present
THRIVE NYC June 2014 - May 2015
Local Television Network October 2002 - January 2006
Lehman Brothers October 2000 - October 2002
Credit Suisse 1997 - 2000
NatWest Markets February 1996 - February 1997
Buttle Wilson November 1994 - January 1996
Skills
Business Strategy, Strategic Planning, Digital Marketing, Project Management, Marketing Strategy, New Business Development, Strategy, Start-ups, Digital Strategy, Digital Media, Change Management, Business Development, Management, Online Advertising, Business Analysis, Social Media Marketing, Team Leadership, Account Management, Business Process..., Mergers, Mergers & Acquisitions, E-commerce, Business Planning, Mobile Devices
Education
University of Auckland 1991 — 1995
BCom / LLB, Banking, Corporate, Finance, and Securities Law
Hauraki Primary
TechCreationAgency May 2015 - Present
Dialedin.com February 2006 - Present
THRIVE NYC June 2014 - May 2015
Local Television Network October 2002 - January 2006
Lehman Brothers October 2000 - October 2002
Credit Suisse 1997 - 2000
NatWest Markets February 1996 - February 1997
Buttle Wilson November 1994 - January 1996
Skills
Business Strategy, Strategic Planning, Digital Marketing, Project Management, Marketing Strategy, New Business Development, Strategy, Start-ups, Digital Strategy, Digital Media, Change Management, Business Development, Management, Online Advertising, Business Analysis, Social Media Marketing, Team Leadership, Account Management, Business Process..., Mergers, Mergers & Acquisitions, E-commerce, Business Planning, Mobile Devices
Education
University of Auckland 1991 — 1995
BCom / LLB, Banking, Corporate, Finance, and Securities Law
Hauraki Primary
Eduardo Zaidenberg's Lehman Brothers Experience 1995 - 2008
Job Senior Developer at Office Depot
Industry Financial Services
Experience
FULL360 January 2011 - December 2011
Barclays Capital September 2008 - January 2011
Lehman Brothers 1995 - 2008
T.T.I. S.A. 2007 - 2007
TTI 1988 - 1995
Skills
Essbase, OLAP, Business Intelligence, Hyperion, Data Integration, Data Modeling, Business Analysis, Hyperion Planning, PL/SQL, Hyperion Enterprise, Business Analytics, ERP, Business Objects, ETL, SQL, Visio, Oracle, Business Process..., Software Project..., Data Warehousing, EPM, Unix, General Ledger, Informatica, Microsoft SQL Server, Finance, DB2, Sybase, Data Migration, Linux, Performance Tuning, Enterprise Architecture
Education
Universidad de Buenos Aires
BS, Management Information Systems, General
IIV Argentinean-Brazilian Computing School 1993 — 1993
Post-graduate courses on LAN, OS construction, formal methods of program development
FULL360 January 2011 - December 2011
Barclays Capital September 2008 - January 2011
Lehman Brothers 1995 - 2008
T.T.I. S.A. 2007 - 2007
TTI 1988 - 1995
Skills
Essbase, OLAP, Business Intelligence, Hyperion, Data Integration, Data Modeling, Business Analysis, Hyperion Planning, PL/SQL, Hyperion Enterprise, Business Analytics, ERP, Business Objects, ETL, SQL, Visio, Oracle, Business Process..., Software Project..., Data Warehousing, EPM, Unix, General Ledger, Informatica, Microsoft SQL Server, Finance, DB2, Sybase, Data Migration, Linux, Performance Tuning, Enterprise Architecture
Education
Universidad de Buenos Aires
BS, Management Information Systems, General
IIV Argentinean-Brazilian Computing School 1993 — 1993
Post-graduate courses on LAN, OS construction, formal methods of program development
Rodney Corpuz's Lehman Brothers Experience May 1997 - September 2008
Job Executive Director at Nomura
Industry Financial Services
Experience
Nomura April 2014 - Present
Nomura August 2009 - March 2014
Barclays Capital September 2008 - July 2009
Lehman Brothers May 1997 - September 2008
Lord & Taylor 1996 - 1997
Skills
Derivatives
Education
University at Albany, SUNY 1992 — 1996
BS, Finance
Nomura April 2014 - Present
Nomura August 2009 - March 2014
Barclays Capital September 2008 - July 2009
Lehman Brothers May 1997 - September 2008
Lord & Taylor 1996 - 1997
Skills
Derivatives
Education
University at Albany, SUNY 1992 — 1996
BS, Finance
Vivia Yam's Lehman Brothers Experience July 2001 - October 2008
Job NYS Licensed Salesperson
Industry Real Estate
Experience
Keller Willams Realty March 2014 - Present
Citi November 2008 - May 2011
Lehman Brothers July 2001 - October 2008
HSBC 2000 - 2001
Skills
Securities, Trading, Financial Markets, Banking, Financial Risk, Capital Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Options, Prime Brokerage, Trading Systems
Education
University at Buffalo 1998 — 2000
MA, Financial Economics
University at Buffalo 1995 — 1998
BA, Business Administration
Keller Willams Realty March 2014 - Present
Citi November 2008 - May 2011
Lehman Brothers July 2001 - October 2008
HSBC 2000 - 2001
Skills
Securities, Trading, Financial Markets, Banking, Financial Risk, Capital Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Options, Prime Brokerage, Trading Systems
Education
University at Buffalo 1998 — 2000
MA, Financial Economics
University at Buffalo 1995 — 1998
BA, Business Administration
John W. Calhoun's Lehman Brothers Experience June 2007 - October 2008
Job CEO at Ardent Natural Gas, LLC
Industry Oil & Energy
Experience
Ardent Natural Gas, LLC August 2011 - Present
EDF Trading October 2008 - December 2011
Lehman Brothers June 2007 - October 2008
Eagle Energy Partners 2004 - June 2007
Dynegy 1995 - 2002
Dynegy Marketing & Trade, Inc. 1995 - 2002
Tenneco Gas Marketing Company 1991 - 1995
Skills
Energy, Commodity Markets, Commodity, Hedging, Natural Gas
Education
University of Alabama, Manderson Graduate School of Business 1986 — 1987
MBA, General Management
University of Alabama 1978 — 1983
B.S., Business
Ardent Natural Gas, LLC August 2011 - Present
EDF Trading October 2008 - December 2011
Lehman Brothers June 2007 - October 2008
Eagle Energy Partners 2004 - June 2007
Dynegy 1995 - 2002
Dynegy Marketing & Trade, Inc. 1995 - 2002
Tenneco Gas Marketing Company 1991 - 1995
Skills
Energy, Commodity Markets, Commodity, Hedging, Natural Gas
Education
University of Alabama, Manderson Graduate School of Business 1986 — 1987
MBA, General Management
University of Alabama 1978 — 1983
B.S., Business
Peter Greenbaum's Lehman Brothers Experience April 2004 - September 2008
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities October 2011 - Present
IRIS Software Group August 2009 - November 2011
CGI April 2009 - August 2009
Barclays Capital September 2008 - March 2009
Lehman Brothers April 2004 - September 2008
Infusion Development 2000 - November 2004
Salomon Smith Barney April 1983 - April 1998
Skills
Fixed Income, Emerging Markets, Capital Markets, Derivatives, Middle Office, Equities
Education
SetFocus 2000 — 2000
MCSD, Microsoft Client-Server Technologies
University at Buffalo 1979 — 1983
BA, Economics, Mathematics
Nomura Securities October 2011 - Present
IRIS Software Group August 2009 - November 2011
CGI April 2009 - August 2009
Barclays Capital September 2008 - March 2009
Lehman Brothers April 2004 - September 2008
Infusion Development 2000 - November 2004
Salomon Smith Barney April 1983 - April 1998
Skills
Fixed Income, Emerging Markets, Capital Markets, Derivatives, Middle Office, Equities
Education
SetFocus 2000 — 2000
MCSD, Microsoft Client-Server Technologies
University at Buffalo 1979 — 1983
BA, Economics, Mathematics
Raju Gadtoula's Lehman Brothers Experience July 2005 - September 2008
Job Vice President at Bank of New YorkMellon
Industry Financial Services
Experience
Bank of New York-Mellon May 2014 - Present
Citi September 2011 - May 2014
Neuberger Berman September 2008 - September 2011
Lehman Brothers July 2005 - September 2008
NY State - DEC June 2004 - July 2005
Skills
Quality Assurance, SDLC, Fixed Income, Equities, Investment Banking, User Acceptance Testing, Business Analysis, Risk Management, Capital Markets, Agile Methodologies, Requirements Analysis, Scrum, Sprints, Trading Systems, Prime Brokerage, Quality Center, Sybase, Banking, Unix, Business Process, Project Management, Software Quality...
Education
SUNY Albany 2004 — 2005
MS
University of Arkansas at Monticello
Bank of New York-Mellon May 2014 - Present
Citi September 2011 - May 2014
Neuberger Berman September 2008 - September 2011
Lehman Brothers July 2005 - September 2008
NY State - DEC June 2004 - July 2005
Skills
Quality Assurance, SDLC, Fixed Income, Equities, Investment Banking, User Acceptance Testing, Business Analysis, Risk Management, Capital Markets, Agile Methodologies, Requirements Analysis, Scrum, Sprints, Trading Systems, Prime Brokerage, Quality Center, Sybase, Banking, Unix, Business Process, Project Management, Software Quality...
Education
SUNY Albany 2004 — 2005
MS
University of Arkansas at Monticello
Jerry Shi's Lehman Brothers Experience June 2004 - September 2008
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2013 - Present
Morgan Stanley November 2009 - March 2013
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2004 - September 2008
UBS 2000 - 2004
Skills
Derivatives, Capital Markets, Valuation, Credit Derivatives
Education
University of Alberta 1989 — 1991
Ph.D, Mathematics
JPMorgan Chase April 2013 - Present
Morgan Stanley November 2009 - March 2013
Barclays Capital September 2008 - October 2009
Lehman Brothers June 2004 - September 2008
UBS 2000 - 2004
Skills
Derivatives, Capital Markets, Valuation, Credit Derivatives
Education
University of Alberta 1989 — 1991
Ph.D, Mathematics
Kent W.B. Chan's Lehman Brothers Experience June 2007 - September 2008
Job Investment Specialist
Industry Financial Services
Experience
Capital Group September 2015 - Present
Barclays Capital August 2010 - September 2015
Nomura October 2008 - August 2010
Lehman Brothers June 2007 - September 2008
Citi Group 1994 - 2007
HSBC Securities 1992 - 1994
Skills
Equities, Hedge Funds, Equity Trading, Fixed Income, Equity Research, Strategy, Investment Banking, Capital Markets, Emerging Markets, Valuation, Quantitative Analytics, Bloomberg, Risk Management, Financial Modeling, Alternative Investments, Private Equity, Investment Strategies, Asset Allocation, Investments
Education
University of California, Berkeley 1987 — 1991
BA, Political Economics/Rhetoric
Lowell High School 1983 — 1987
Capital Group September 2015 - Present
Barclays Capital August 2010 - September 2015
Nomura October 2008 - August 2010
Lehman Brothers June 2007 - September 2008
Citi Group 1994 - 2007
HSBC Securities 1992 - 1994
Skills
Equities, Hedge Funds, Equity Trading, Fixed Income, Equity Research, Strategy, Investment Banking, Capital Markets, Emerging Markets, Valuation, Quantitative Analytics, Bloomberg, Risk Management, Financial Modeling, Alternative Investments, Private Equity, Investment Strategies, Asset Allocation, Investments
Education
University of California, Berkeley 1987 — 1991
BA, Political Economics/Rhetoric
Lowell High School 1983 — 1987
Karen Wang-Sotomayor, MBA, PMP's Lehman Brothers Experience January 2007 - September 2008
Job Senior Business Analyst, PMO Standard & Poor's
Industry Information Technology and Services
Experience
Incapture Technologies February 2012 - October 2012
JagWire Solutions May 2011 - December 2011
Barclays Capital September 2008 - April 2011
Lehman Brothers January 2007 - September 2008
Lehman Brothers February 2005 - December 2006
Lehman Brothers July 2001 - February 2005
eShare Communications March 2000 - July 2001
eShare Communications September 1999 - March 2000
Goldman Sachs May 1994 - September 1999
AT&T June 1992 - May 1994
Skills
Project Management, SDLC, Cloud Computing, Business Analysis, Data Mining, Unstructured Data, Process-driven, PMP, Fixed Income Portfolio..., Cloud Applications, Integration, Business Intelligence, Software Implementation, Vendor Relationships, Vendor Management, Product Training, Requirements Analysis, Requirements Gathering, SaaS
Education
New York University - Leonard N. Stern School of Business
MBA
State University of New York at Albany
BS
Incapture Technologies February 2012 - October 2012
JagWire Solutions May 2011 - December 2011
Barclays Capital September 2008 - April 2011
Lehman Brothers January 2007 - September 2008
Lehman Brothers February 2005 - December 2006
Lehman Brothers July 2001 - February 2005
eShare Communications March 2000 - July 2001
eShare Communications September 1999 - March 2000
Goldman Sachs May 1994 - September 1999
AT&T June 1992 - May 1994
Skills
Project Management, SDLC, Cloud Computing, Business Analysis, Data Mining, Unstructured Data, Process-driven, PMP, Fixed Income Portfolio..., Cloud Applications, Integration, Business Intelligence, Software Implementation, Vendor Relationships, Vendor Management, Product Training, Requirements Analysis, Requirements Gathering, SaaS
Education
New York University - Leonard N. Stern School of Business
MBA
State University of New York at Albany
BS
Ted Jestin's Lehman Brothers Experience 2006 - September 2008
Job MD and Global Head of IT Risk at MSCI Inc.
Industry Information Technology and Services
Experience
MSCI Inc. July 2014 - Present
Fannie Mae 2009 - 2013
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - September 2008
Citadel Investment Group 2002 - 2006
Deutsche Bank 1999 - 2001
Bankers Trust 1998 - 1999
Salomon Brothers 1996 - 1998
Chase Manhattan Corporation 1983 - 1996
Skills
Information Security, Financial Risk, Management, Risk Management, Infrastructure, Security, CISSP, PKI, Information Security..., Program Management, Enterprise Architecture, Internal Audit, Virtualization, Auditing, Business Continuity, Disaster Recovery, Network Security, IT Strategy
Education
P.E.O.
P. Eng., Professional Engineer
The University of Calgary
BSc EE, Electrical Engineering
MSCI Inc. July 2014 - Present
Fannie Mae 2009 - 2013
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - September 2008
Citadel Investment Group 2002 - 2006
Deutsche Bank 1999 - 2001
Bankers Trust 1998 - 1999
Salomon Brothers 1996 - 1998
Chase Manhattan Corporation 1983 - 1996
Skills
Information Security, Financial Risk, Management, Risk Management, Infrastructure, Security, CISSP, PKI, Information Security..., Program Management, Enterprise Architecture, Internal Audit, Virtualization, Auditing, Business Continuity, Disaster Recovery, Network Security, IT Strategy
Education
P.E.O.
P. Eng., Professional Engineer
The University of Calgary
BSc EE, Electrical Engineering
Joseph Blandino's Lehman Brothers Experience July 2007 - March 2008
Job Vice President, Product Management at MarkitSERV LLC
Industry Financial Services
Experience
MarkitSERV LLC December 2011 - Present
The Depository Trust & Clearing Corporation - DTCC DerivSERV/MarkitServ LLC April 2008 - December 2011
Lehman Brothers July 2007 - March 2008
Lehman Brothers July 2005 - July 2007
Skills
Credit Derivatives, Derivatives, Fixed Income, Middle Office, Trading Systems, Swaps, Interest Rate..., Market Data, Prime Brokerage, Electronic Trading, Operational Risk, Operational Risk..., Capital Markets, Risk Management, Hedge Funds
Education
State University of New York at Albany
Bachelor of Arts (B.A.), English
MarkitSERV LLC December 2011 - Present
The Depository Trust & Clearing Corporation - DTCC DerivSERV/MarkitServ LLC April 2008 - December 2011
Lehman Brothers July 2007 - March 2008
Lehman Brothers July 2005 - July 2007
Skills
Credit Derivatives, Derivatives, Fixed Income, Middle Office, Trading Systems, Swaps, Interest Rate..., Market Data, Prime Brokerage, Electronic Trading, Operational Risk, Operational Risk..., Capital Markets, Risk Management, Hedge Funds
Education
State University of New York at Albany
Bachelor of Arts (B.A.), English
Andrew Fischthal's Lehman Brothers Experience June 2006 - July 2010
Job at White & Case LLP
Industry Real Estate
Experience
White & Case LLP October 2010 - Present
Lehman Brothers June 2006 - July 2010
Barclays Capital September 2008 - November 2008
Lehman Brothers 2006 - 2008
Skills
Due Diligence, Real Estate, Corporate Real Estate, Real Estate Transactions, Property Management, Facilities Management, Contract Negotiation, Leases, Negotiation, Disposition
Education
University at Albany, SUNY 1990 — 1994
BA, Political Science
White & Case LLP October 2010 - Present
Lehman Brothers June 2006 - July 2010
Barclays Capital September 2008 - November 2008
Lehman Brothers 2006 - 2008
Skills
Due Diligence, Real Estate, Corporate Real Estate, Real Estate Transactions, Property Management, Facilities Management, Contract Negotiation, Leases, Negotiation, Disposition
Education
University at Albany, SUNY 1990 — 1994
BA, Political Science
Steve Schallop's Lehman Brothers Experience 1997 - 1997
Job MD at Resource America
Industry Financial Services
Experience
Resource America October 2013 - Present
Analytic August 2010 - July 2013
Palladium Analytics February 2008 - August 2010
C-BASS April 2006 - November 2007
RBS Greenwich Capital August 1997 - April 2006
Lehman Brothers 1997 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1997
Skills
Fixed Income, Risk Management, Residential Mortgages, Credit Risk, Market Risk, Interest Rate..., CDS, MBS, ABS, Commercial Mortgages, Structured Products, Bonds, Capital Markets, FX, Financial Modeling, Portfolio Management, Derivatives, Technology Development, Electronic Trading, Quantitative Modeling, Quantitative Analytics, Fixed Income Analysis, Fixed Income Technology, Fixed Income Portfolio..., Enterprise Risk..., cdo, CLO, Web Analytics, JavaScript, Web Development, Credit Derivatives, C#, C++, Python, Java, CoffeeScript, CMBS
Education
University at Albany, SUNY
Bachelor’s Degree, Computer Science / Applied Mathematics
Resource America October 2013 - Present
Analytic August 2010 - July 2013
Palladium Analytics February 2008 - August 2010
C-BASS April 2006 - November 2007
RBS Greenwich Capital August 1997 - April 2006
Lehman Brothers 1997 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1997
Skills
Fixed Income, Risk Management, Residential Mortgages, Credit Risk, Market Risk, Interest Rate..., CDS, MBS, ABS, Commercial Mortgages, Structured Products, Bonds, Capital Markets, FX, Financial Modeling, Portfolio Management, Derivatives, Technology Development, Electronic Trading, Quantitative Modeling, Quantitative Analytics, Fixed Income Analysis, Fixed Income Technology, Fixed Income Portfolio..., Enterprise Risk..., cdo, CLO, Web Analytics, JavaScript, Web Development, Credit Derivatives, C#, C++, Python, Java, CoffeeScript, CMBS
Education
University at Albany, SUNY
Bachelor’s Degree, Computer Science / Applied Mathematics
Mark N. Lindblom's Lehman Brothers Experience June 2004 - July 2008
Job Independent Portfolio Consultants
Industry Investment Management
Experience
Independent Portfolio Consultants April 2013 - Present
Northern Trust August 2012 - February 2013
LobePro Rotary Pumps July 2011 - June 2012
Lehman Brothers June 2004 - July 2008
Morgan Stanley December 1991 - June 2004
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Options, Financial Modeling, Private Equity
Education
University of Alabama 1978 — 1983
BS, Finance
Independent Portfolio Consultants April 2013 - Present
Northern Trust August 2012 - February 2013
LobePro Rotary Pumps July 2011 - June 2012
Lehman Brothers June 2004 - July 2008
Morgan Stanley December 1991 - June 2004
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Options, Financial Modeling, Private Equity
Education
University of Alabama 1978 — 1983
BS, Finance
Steve Engel's Lehman Brothers Experience September 1996 - September 2008
Job VP, Treasurer ETrade Clearing at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
Fidelity Investments-National Financial Services December 2008 - March 2015
Barclays Capital September 2008 - December 2008
Lehman Brothers September 1996 - September 2008
Sanwa 1988 - 1996
Skills
Funding-Long Term,..., Liquidity, Funding, Bloomberg, Liquidity Management, Money Market, Banking Relationships, Banking, Structured Finance, FX Options, Cash Management, 15c3 Portfolio..., Treasury, Fixed Income, Capital Markets, Derivatives, Treasury Management, Bonds, Equities
Education
University at Albany, SUNY 1984 — 1988
BA, Econommics
E*TRADE Financial Corporation April 2015 - Present
Fidelity Investments-National Financial Services December 2008 - March 2015
Barclays Capital September 2008 - December 2008
Lehman Brothers September 1996 - September 2008
Sanwa 1988 - 1996
Skills
Funding-Long Term,..., Liquidity, Funding, Bloomberg, Liquidity Management, Money Market, Banking Relationships, Banking, Structured Finance, FX Options, Cash Management, 15c3 Portfolio..., Treasury, Fixed Income, Capital Markets, Derivatives, Treasury Management, Bonds, Equities
Education
University at Albany, SUNY 1984 — 1988
BA, Econommics
David Haas, CPA's Lehman Brothers Experience 2006 - 2006
Job MBA Candidate at UC Berkeley Class 2015
Industry Venture Capital & Private Equity
Experience
Salt Partners Group January 2015 - Present
Starwood Capital Group June 2014 - August 2014
BR Guest April 2012 - June 2013
BR Guest Hospitality June 2010 - April 2012
Bank of America August 2009 - June 2010
PricewaterhouseCoopers September 2007 - August 2009
Lehman Brothers 2006 - 2006
Skills
Financial Modeling, Accounting, Cash Flow Forecasting, Financial Analysis, Financial Statements, Corporate Finance, Due Diligence, US GAAP, Mergers & Acquisitions, Finance, Financial Reporting, Analysis, SEC filings, Forecasting
Education
University of California, Berkeley 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 2003 — 2007
BSBA, Accounting and Finance
Salt Partners Group January 2015 - Present
Starwood Capital Group June 2014 - August 2014
BR Guest April 2012 - June 2013
BR Guest Hospitality June 2010 - April 2012
Bank of America August 2009 - June 2010
PricewaterhouseCoopers September 2007 - August 2009
Lehman Brothers 2006 - 2006
Skills
Financial Modeling, Accounting, Cash Flow Forecasting, Financial Analysis, Financial Statements, Corporate Finance, Due Diligence, US GAAP, Mergers & Acquisitions, Finance, Financial Reporting, Analysis, SEC filings, Forecasting
Education
University of California, Berkeley 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 2003 — 2007
BSBA, Accounting and Finance
Eric Niederreither's Lehman Brothers Experience July 1994 - December 1996
Job Director at GMP Securities, LLC
Industry Investment Banking
Experience
GMP Securities May 2008 - Present
GFI Group September 2005 - May 2008
Imperial Capital Bank March 2005 - September 2005
Harborside Securities LLC November 2002 - February 2005
J.P. Morgan January 1997 - October 2002
Lehman Brothers July 1994 - December 1996
S.G. Warburg and Co. June 1986 - June 1994
Skills
High Yield, Hedge Funds, Investments, Bonds, Trading, Derivatives, FINRA, Series 63, Securities, Equities, Fixed Income, Options, Equity Trading, Capital Markets, Series 7, Bloomberg, Electronic Trading, Portfolio Management, Alternative Investments, Series 24, Investment Banking, Trading Systems, Equity Research, Equity Derivatives, Structured Products, Financial Markets, Emerging Markets
Education
University at Albany 1982 — 1986
Bachelor of Science (B.S.), Major: Economics Minor: Business Administration and Computer Science
Garden City High School
GMP Securities May 2008 - Present
GFI Group September 2005 - May 2008
Imperial Capital Bank March 2005 - September 2005
Harborside Securities LLC November 2002 - February 2005
J.P. Morgan January 1997 - October 2002
Lehman Brothers July 1994 - December 1996
S.G. Warburg and Co. June 1986 - June 1994
Skills
High Yield, Hedge Funds, Investments, Bonds, Trading, Derivatives, FINRA, Series 63, Securities, Equities, Fixed Income, Options, Equity Trading, Capital Markets, Series 7, Bloomberg, Electronic Trading, Portfolio Management, Alternative Investments, Series 24, Investment Banking, Trading Systems, Equity Research, Equity Derivatives, Structured Products, Financial Markets, Emerging Markets
Education
University at Albany 1982 — 1986
Bachelor of Science (B.S.), Major: Economics Minor: Business Administration and Computer Science
Garden City High School
Bob Leong's Lehman Brothers Experience January 2001 - September 2008
Job Manager, Document Processing/Desktop Publishing
Industry Graphic Design
Experience
Allen & Overy August 2009 - Present
Lehman Brothers January 2001 - September 2008
US Army 1986 - 1996
Skills
Project Management, Change Management, Editing, Contract Negotiation, Microsoft Office, Visio, Social Media, Outlook, Due Diligence, Management, Strategic Planning, Microsoft Word, Leadership, Training
Education
University at Buffalo 1983 — 1985
BA, Political Science
Marion Military Institute 1981 — 1983
AA, Pre-Law
Allen & Overy August 2009 - Present
Lehman Brothers January 2001 - September 2008
US Army 1986 - 1996
Skills
Project Management, Change Management, Editing, Contract Negotiation, Microsoft Office, Visio, Social Media, Outlook, Due Diligence, Management, Strategic Planning, Microsoft Word, Leadership, Training
Education
University at Buffalo 1983 — 1985
BA, Political Science
Marion Military Institute 1981 — 1983
AA, Pre-Law
Alan Maggiacomo's Lehman Brothers Experience 1988 - 2008
Job Head of Cash,Collateral and Liquidity Business Transactions Services Americas & TMPG at Barclays
Industry Financial Services
Experience
Barclays Investment Bank April 2009 - Present
Deutsche Bank Securities October 2008 - December 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Skills
Hedge Funds, Fixed Income, Settlement, Bloomberg, Securities, Account Reconciliation, Middle Office, Options, Derivatives, Loans, Bonds, Prime Brokerage, Equities, Trading, Risk Management, Due Diligence, Credit Derivatives, Funding, Swaps, Compliance, Capital Markets, Portfolio Management, Accounting, Back Office, Investment Banking, Banking
Education
University at Buffalo 1984 — 1988
Barclays Investment Bank April 2009 - Present
Deutsche Bank Securities October 2008 - December 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Lehman Brothers 1988 - 2008
Skills
Hedge Funds, Fixed Income, Settlement, Bloomberg, Securities, Account Reconciliation, Middle Office, Options, Derivatives, Loans, Bonds, Prime Brokerage, Equities, Trading, Risk Management, Due Diligence, Credit Derivatives, Funding, Swaps, Compliance, Capital Markets, Portfolio Management, Accounting, Back Office, Investment Banking, Banking
Education
University at Buffalo 1984 — 1988
Anthony Vavricka's Lehman Brothers Experience October 1995 - September 2008
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers October 1995 - September 2008
Bank of America May 1995 - September 1995
Arbor National Mortgage January 1991 - May 1995
Skills
Middle Office, Prime Brokerage, Settlement, Treasury, Fixed Income, Banking, Derivatives, Securities, Equities, Capital Markets
Education
University at Albany, SUNY 1988 — 1990
BA, Economics
Barclays Capital September 2008 - Present
Lehman Brothers October 1995 - September 2008
Bank of America May 1995 - September 1995
Arbor National Mortgage January 1991 - May 1995
Skills
Middle Office, Prime Brokerage, Settlement, Treasury, Fixed Income, Banking, Derivatives, Securities, Equities, Capital Markets
Education
University at Albany, SUNY 1988 — 1990
BA, Economics
Mindy Dolgin's Lehman Brothers Experience ConsultantCitigroupJuly 2000 - February 2007
Job VP/IT Vendor & Contract Management at Lehman Brothers
Industry Information Technology and Services
Experience
Lehman Brothers ConsultantCitigroupJuly 2000 - February 2007
Merrill Lynch July 1997 - January 2000
Education
University at Buffalo
BA, Psychology & Foreign Language
Lehman Brothers ConsultantCitigroupJuly 2000 - February 2007
Merrill Lynch July 1997 - January 2000
Education
University at Buffalo
BA, Psychology & Foreign Language
Denise Stennett's Lehman Brothers Experience 1986 - 1996
Job AVP at Mizuho Corporate Bank
Industry Financial Services
Experience
Mizuho Capital Markets Corporation September 2008 - Present
The Dancing Goat Cafe 2005 - 2008
Union Bank of Switzerland March 1996 - March 1999
Lehman Brothers 1986 - 1996
Education
University at Albany, SUNY
Mizuho Capital Markets Corporation September 2008 - Present
The Dancing Goat Cafe 2005 - 2008
Union Bank of Switzerland March 1996 - March 1999
Lehman Brothers 1986 - 1996
Education
University at Albany, SUNY
Doris Chu's Lehman Brothers Experience May 1993 - April 1997
Job Director Finance and Operations Control at Guggenheim Securities
Industry Accounting
Experience
Guggenheim Securities March 2013 - Present
Guggnheim Securities April 2010 - March 2013
UBS 2004 - May 2009
Bear Stearns September 2001 - August 2004
Bear Stearns May 1997 - August 2001
Lehman Brothers May 1993 - April 1997
Lehman Brothers May 1991 - April 1993
KPMG Peat Marwick & Co September 1987 - April 1991
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Finance, Mergers & Acquisitions, Internal Controls, Forecasting, Financial Reporting, Financial Analysis, Capital Markets
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
Guggenheim Securities March 2013 - Present
Guggnheim Securities April 2010 - March 2013
UBS 2004 - May 2009
Bear Stearns September 2001 - August 2004
Bear Stearns May 1997 - August 2001
Lehman Brothers May 1993 - April 1997
Lehman Brothers May 1991 - April 1993
KPMG Peat Marwick & Co September 1987 - April 1991
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Finance, Mergers & Acquisitions, Internal Controls, Forecasting, Financial Reporting, Financial Analysis, Capital Markets
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
Daniel Didier Nziffa's Lehman Brothers Experience June 2007 - November 2008
Job Senior Software Engineer at Leidos
Industry Information Technology and Services
Experience
Leidos April 2015 - Present
CACI International Inc March 2014 - March 2015
Tantus Technologies, Inc. October 2013 - March 2014
CACI International Inc February 2012 - October 2013
Hewlett-Packard February 2011 - January 2012
Baltimore County Government November 2008 - February 2011
Lehman Brothers June 2007 - November 2008
Hanover Direct September 1998 - June 2007
Education
Lycee Joss
Lycee Joss
University of Baltimore
MS, Information Systems
University of Yaounde, Cameroon
Bachelor of Science (BS), Economics
Leidos April 2015 - Present
CACI International Inc March 2014 - March 2015
Tantus Technologies, Inc. October 2013 - March 2014
CACI International Inc February 2012 - October 2013
Hewlett-Packard February 2011 - January 2012
Baltimore County Government November 2008 - February 2011
Lehman Brothers June 2007 - November 2008
Hanover Direct September 1998 - June 2007
Education
Lycee Joss
Lycee Joss
University of Baltimore
MS, Information Systems
University of Yaounde, Cameroon
Bachelor of Science (BS), Economics
Jennifer Choi's Lehman Brothers Experience July 2003 - June 2006
Job Head of Graduate Development Americas, at Barclays
Industry Financial Services
Experience
Barclays Investment Bank October 2009 - Present
JenniferChoiEnterprises March 2009 - October 2009
Merrill Lynch June 2006 - March 2009
Lehman Brothers July 2003 - June 2006
POET AG 1999 - 2001
Versant 1997 - 1999
Skills
Performance Management, Recruiting, Deferred Compensation, Strategy, Budgets, Management, HR Consulting, Coaching, Training, Career Counseling, Talent Management, Change Management, Talent Acquisition, Onboarding, Leadership Development, Succession Planning, Employee Relations, Human Resources, Employee Engagement, Negotiation, Leadership, Organizational...
Education
Henry M. Gunn High School
University of California, Berkeley
Barclays Investment Bank October 2009 - Present
JenniferChoiEnterprises March 2009 - October 2009
Merrill Lynch June 2006 - March 2009
Lehman Brothers July 2003 - June 2006
POET AG 1999 - 2001
Versant 1997 - 1999
Skills
Performance Management, Recruiting, Deferred Compensation, Strategy, Budgets, Management, HR Consulting, Coaching, Training, Career Counseling, Talent Management, Change Management, Talent Acquisition, Onboarding, Leadership Development, Succession Planning, Employee Relations, Human Resources, Employee Engagement, Negotiation, Leadership, Organizational...
Education
Henry M. Gunn High School
University of California, Berkeley
Adam Langsam's Lehman Brothers Experience 1995 - 2000
Job Chief Operating Officer at William Harris Investors, Inc
Industry Investment Management
Experience
William Harris Investors, Inc July 2012 - Present
Willaim Harris Investors, Inc. December 2009 - June 2012
Merrill Lynch May 2007 - April 2009
Morgan Stanley February 2004 - March 2007
Morgan Stanley February 2002 - February 2004
Morgan Stanley 2000 - 2002
Lehman Brothers 1995 - 2000
Lehman Brothers July 1990 - July 1993
Skills
Prime Brokerage, Hedge Funds, Equities, Hedging, Derivatives, Alternative Investments, Structured Products, Investment Strategies, Equity Derivatives, Wealth Management, Trading Systems, Options, Securities, Structuring, Asset Management, Structured, Asset, Institutional, Fund Of Funds, Finance
Education
University of Chicago 1993 — 1995
Master of Business Administration (M.B.A.), High Honors, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1990
Bachelor of Arts (B.A.), Economics
University of Arizona 1986 — 1988
William Harris Investors, Inc July 2012 - Present
Willaim Harris Investors, Inc. December 2009 - June 2012
Merrill Lynch May 2007 - April 2009
Morgan Stanley February 2004 - March 2007
Morgan Stanley February 2002 - February 2004
Morgan Stanley 2000 - 2002
Lehman Brothers 1995 - 2000
Lehman Brothers July 1990 - July 1993
Skills
Prime Brokerage, Hedge Funds, Equities, Hedging, Derivatives, Alternative Investments, Structured Products, Investment Strategies, Equity Derivatives, Wealth Management, Trading Systems, Options, Securities, Structuring, Asset Management, Structured, Asset, Institutional, Fund Of Funds, Finance
Education
University of Chicago 1993 — 1995
Master of Business Administration (M.B.A.), High Honors, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1990
Bachelor of Arts (B.A.), Economics
University of Arizona 1986 — 1988
Bilal Chaudhry's Lehman Brothers Experience 2008 - 2008
Job Private Equity Associate at KKR
Industry Venture Capital & Private Equity
Experience
KKR 2012 - Present
Morgan Stanley 2009 - 2012
Lehman Brothers 2008 - 2008
Financial Technology Partners October 2005 - March 2006
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, LBO, Private Equity, Venture Capital, Investments, M&A experience, Corporate Development, Capital Markets, Corporate Finance, Hedge Funds
Education
University of California, Berkeley 2004 — 2008
B.S., Industrial Engineering and Operations Research
KKR 2012 - Present
Morgan Stanley 2009 - 2012
Lehman Brothers 2008 - 2008
Financial Technology Partners October 2005 - March 2006
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, LBO, Private Equity, Venture Capital, Investments, M&A experience, Corporate Development, Capital Markets, Corporate Finance, Hedge Funds
Education
University of California, Berkeley 2004 — 2008
B.S., Industrial Engineering and Operations Research
Jeff St. Mary, CFA's Lehman Brothers Experience 2006 - 2007
Job Managing Director at Seaward Management
Industry Financial Services
Experience
Seaward Management November 2007 - Present
Lehman Brothers 2006 - 2007
Fortis Investments 2002 - 2006
Harbor Capital Management, Inc. 1994 - 2002
Skills
Asset Managment, Hedge Funds, Equities
Education
University at Albany, SUNY 1987 — 1991
B.S., Business Administration
Seaward Management November 2007 - Present
Lehman Brothers 2006 - 2007
Fortis Investments 2002 - 2006
Harbor Capital Management, Inc. 1994 - 2002
Skills
Asset Managment, Hedge Funds, Equities
Education
University at Albany, SUNY 1987 — 1991
B.S., Business Administration
Larry Deubler's Lehman Brothers Experience June 1992 - June 1996
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2005 - Present
Sandler O'Neill April 2003 - April 2005
FTN Financial June 2002 - April 2003
ING Barings April 1999 - November 2001
ING Barings April 1998 - April 1999
UBS Securities June 1996 - April 1998
Lehman Brothers June 1992 - June 1996
Keefe, Bruyette and Woods May 1986 - June 1992
Skills
Series 7, Equities, Series 24, Capital Markets, Start-ups
Education
University of California, Berkeley 1980 — 1984
BA, Political Economics
SunTrust Robinson Humphrey April 2005 - Present
Sandler O'Neill April 2003 - April 2005
FTN Financial June 2002 - April 2003
ING Barings April 1999 - November 2001
ING Barings April 1998 - April 1999
UBS Securities June 1996 - April 1998
Lehman Brothers June 1992 - June 1996
Keefe, Bruyette and Woods May 1986 - June 1992
Skills
Series 7, Equities, Series 24, Capital Markets, Start-ups
Education
University of California, Berkeley 1980 — 1984
BA, Political Economics
Kenneth Hoffman's Lehman Brothers Experience 1983 - 1991
Job Executive Director at Santander Investment Securities
Industry Investment Banking
Experience
Santander Bank, N.A. October 2012 - Present
UBS 1994 - 2012
Republic National Bank of New York April 1992 - June 1994
Bankers Trust Company 1991 - 1992
Lehman Brothers 1983 - 1991
Skills
Emerging Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
State University of New York at Buffalo
BS, Medical Technology
Santander Bank, N.A. October 2012 - Present
UBS 1994 - 2012
Republic National Bank of New York April 1992 - June 1994
Bankers Trust Company 1991 - 1992
Lehman Brothers 1983 - 1991
Skills
Emerging Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
State University of New York at Buffalo
BS, Medical Technology
Kerry Fagan's Lehman Brothers Experience March 2005 - March 2008
Job Institutional Equity Sales at CL King & Associates
Industry Financial Services
Experience
CL King & Associates August 2008 - Present
Lehman Brothers March 2005 - March 2008
Merrill Lynch March 2004 - March 2005
Skills
Series 7, Equities, Series 63, Bloomberg, Hedge Funds, Equity Research, Securities, Capital Markets, Trading, Fixed Income, Investments, Alternative Investments, Equity Trading, FINRA, Asset Management, Portfolio Management, Investment Banking, Valuation, Trading Systems, Financial Modeling
Education
University at Albany 1995 — 2000
BA, Psychology
CL King & Associates August 2008 - Present
Lehman Brothers March 2005 - March 2008
Merrill Lynch March 2004 - March 2005
Skills
Series 7, Equities, Series 63, Bloomberg, Hedge Funds, Equity Research, Securities, Capital Markets, Trading, Fixed Income, Investments, Alternative Investments, Equity Trading, FINRA, Asset Management, Portfolio Management, Investment Banking, Valuation, Trading Systems, Financial Modeling
Education
University at Albany 1995 — 2000
BA, Psychology
Jay Ahn's Lehman Brothers Experience November 2005 - March 2008
Job VP & Business Development Officer at Wells Fargo SBA Lending
Industry Banking
Experience
Wells Fargo SBA Lending October 2011 - Present
Seacoast Commerce Bank 2009 - Present
City National Bank September 2008 - November 2009
Lehman Brothers November 2005 - March 2008
Bank of America April 1998 - November 2005
Education
University of California, Berkeley 1992 — 1997
BA, Economics
Wells Fargo SBA Lending October 2011 - Present
Seacoast Commerce Bank 2009 - Present
City National Bank September 2008 - November 2009
Lehman Brothers November 2005 - March 2008
Bank of America April 1998 - November 2005
Education
University of California, Berkeley 1992 — 1997
BA, Economics
Joshua Peltz's Lehman Brothers Experience April 2006 - September 2008
Job Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC April 2010 - Present
Morgan Stanley September 2008 - April 2010
Lehman Brothers April 2006 - September 2008
Education
University at Albany, SUNY 2000 — 2004
Bachelor of Arts, Economics
Joel Isaacson & Co., LLC April 2010 - Present
Morgan Stanley September 2008 - April 2010
Lehman Brothers April 2006 - September 2008
Education
University at Albany, SUNY 2000 — 2004
Bachelor of Arts, Economics
lisa cheng's Lehman Brothers Experience 2001 - 2003
Job VP Tax
Industry Accounting
Experience
Franklin Templeton June 2011 - Present
WTAS April 2006 - May 2011
PwC 2003 - 2006
Lehman Brothers 2001 - 2003
Arthur Andersen 1995 - 1999
Education
University of Pennsylvania 1999 — 2001
MBA, Finance
University of California, Berkeley 1991 — 1994
BA, Accounting
Franklin Templeton June 2011 - Present
WTAS April 2006 - May 2011
PwC 2003 - 2006
Lehman Brothers 2001 - 2003
Arthur Andersen 1995 - 1999
Education
University of Pennsylvania 1999 — 2001
MBA, Finance
University of California, Berkeley 1991 — 1994
BA, Accounting
RAY VOKULICH's Lehman Brothers Experience 1984 - 1988
Job Capacity PlannerPerformance TuningSystems Monitoring Consultant
Industry Information Technology and Services
Experience
Computer Systems Management,LLC December 2005 - Present
BNY Mellon 2007 - 2008
AIG Technologies July 2001 - November 2005
Computer Systems Management, LLC Numerous Clients January 1982 - June 2001
Lehman Brothers 1984 - 1988
Education
Various ISV Software Vendors 1984 — 2012
250 + Continuing Education Units
University at Albany, SUNY 1978 — 1982
Computer Systems Management,LLC December 2005 - Present
BNY Mellon 2007 - 2008
AIG Technologies July 2001 - November 2005
Computer Systems Management, LLC Numerous Clients January 1982 - June 2001
Lehman Brothers 1984 - 1988
Education
Various ISV Software Vendors 1984 — 2012
250 + Continuing Education Units
University at Albany, SUNY 1978 — 1982
Costas C. Hamakiotes's Lehman Brothers Experience February 1996 - December 2002
Job Managing Director at Cantor Fitzgerald
Industry Investment Management
Experience
Cantor Fitzgerald April 2011 - Present
CCH Capital Management & Research, LLC April 2010 - April 2011
Malbec Partners - FFTW - Chartered Atlantic - BNP February 2009 - April 2010
GSA - Global Securities Advisors January 2003 - January 2009
Lehman Brothers February 1996 - December 2002
CSFB - Credit Suisse First Boston March 1995 - February 1996
Salomon Brothers June 1990 - March 1995
Rocketdyne Division of Rockwell International February 1989 - June 1990
Astron Research and Engineering August 1988 - February 1989
Skills
Arbitrage, Relative Value, Quant, Emerging Markets, Fixed Income, Hedge Funds, Portfolio Management, Global Macro, Statistical Arbitrage, Proprietary Trading, Money, Volatility, Bonds, CDS, Swaps, Bloomberg, Hedging, Interest Rate..., Derivatives, Trading, Capital Markets, Securities, Asset Management, Traders, Risk Management, Investment Banking, Credit, Alternative Investments, Trading Strategies, Fixed Income Trading, Fund Of Funds, Asset Managment, Equity Trading, Credit Derivatives, Equity Derivatives, Investment Strategies, Currency, Financial Structuring, Structured Finance, Trading Systems, Structured Products, Quantitative Investing, ETFs, Financial Markets, High Yield, Commodity
Education
University of California, Berkeley 1987 — 1988
Ph.D., Mechanical Engineering - Fluid Mechanics
University of California, Berkeley 1983 — 1987
M.Sc., Mechanical Engineering - Fluid Mechanics
University of California, Berkeley 1979 — 1983
B.Sc., Chemical Engineering
Cantor Fitzgerald April 2011 - Present
CCH Capital Management & Research, LLC April 2010 - April 2011
Malbec Partners - FFTW - Chartered Atlantic - BNP February 2009 - April 2010
GSA - Global Securities Advisors January 2003 - January 2009
Lehman Brothers February 1996 - December 2002
CSFB - Credit Suisse First Boston March 1995 - February 1996
Salomon Brothers June 1990 - March 1995
Rocketdyne Division of Rockwell International February 1989 - June 1990
Astron Research and Engineering August 1988 - February 1989
Skills
Arbitrage, Relative Value, Quant, Emerging Markets, Fixed Income, Hedge Funds, Portfolio Management, Global Macro, Statistical Arbitrage, Proprietary Trading, Money, Volatility, Bonds, CDS, Swaps, Bloomberg, Hedging, Interest Rate..., Derivatives, Trading, Capital Markets, Securities, Asset Management, Traders, Risk Management, Investment Banking, Credit, Alternative Investments, Trading Strategies, Fixed Income Trading, Fund Of Funds, Asset Managment, Equity Trading, Credit Derivatives, Equity Derivatives, Investment Strategies, Currency, Financial Structuring, Structured Finance, Trading Systems, Structured Products, Quantitative Investing, ETFs, Financial Markets, High Yield, Commodity
Education
University of California, Berkeley 1987 — 1988
Ph.D., Mechanical Engineering - Fluid Mechanics
University of California, Berkeley 1983 — 1987
M.Sc., Mechanical Engineering - Fluid Mechanics
University of California, Berkeley 1979 — 1983
B.Sc., Chemical Engineering
Brian Kakascik's Lehman Brothers Experience September 1993 - October 1994
Job Trainer at Equinox
Industry Health, Wellness and Fitness
Experience
Equinox March 2003 - Present
Equinox Fitness March 2003 - Present
Bear Stearns November 1998 - April 2002
Merrill Lynch October 1996 - November 1998
Merrill Lynch October 1994 - November 1998
Lehman Brothers September 1993 - October 1994
Brilliant Image January 1993 - September 1993
Education
University of Baltimore
BS, Corporate Communications
Equinox March 2003 - Present
Equinox Fitness March 2003 - Present
Bear Stearns November 1998 - April 2002
Merrill Lynch October 1996 - November 1998
Merrill Lynch October 1994 - November 1998
Lehman Brothers September 1993 - October 1994
Brilliant Image January 1993 - September 1993
Education
University of Baltimore
BS, Corporate Communications
Emil Giliotti Jr.'s Lehman Brothers Experience May 2002 - June 2006
Job Restructuring
Industry Investment Banking
Experience
Rothschild August 2013 - Present
Navigant Capital Advisors May 2011 - July 2013
AEA Investors LP June 2006 - March 2009
Lehman Brothers May 2002 - June 2006
Skills
Venture Capital, Hedge Funds, Restructuring, Private Equity, Investment Banking, Mutual Funds, Corporate Finance, Valuation, Due Diligence, Financial Modeling, LBO, Mergers, Financial Analysis, Leveraged Finance
Education
International University of Monaco 2010 — 2011
MBA, Applied Finance
SUNY Albany 1997 — 2001
BA, Economics
Rothschild August 2013 - Present
Navigant Capital Advisors May 2011 - July 2013
AEA Investors LP June 2006 - March 2009
Lehman Brothers May 2002 - June 2006
Skills
Venture Capital, Hedge Funds, Restructuring, Private Equity, Investment Banking, Mutual Funds, Corporate Finance, Valuation, Due Diligence, Financial Modeling, LBO, Mergers, Financial Analysis, Leveraged Finance
Education
International University of Monaco 2010 — 2011
MBA, Applied Finance
SUNY Albany 1997 — 2001
BA, Economics
Dharmesh Joshi's Lehman Brothers Experience 2007 - 2008
Job Looking for a Great Career!!
Industry Business Supplies and Equipment
Experience
Staples December 2012 - Present
State Street December 2011 - November 2012
Samsung SDSA April 2011 - December 2011
Barclays Capital February 2009 - March 2011
Lehman Brothers 2007 - 2008
Algorithmics 2005 - 2007
University at Albany 2001 - 2004
Skills
SQL, Business Analysis, Java, SDLC, Trading Systems, XML, Project Management, Spring, Fixed Income, Java Enterprise Edition, Enterprise Architecture, Agile Methodologies, Requirements Analysis
Education
State University of New York at Albany 2001 — 2004
MS, Computer Science
DMET / MERI 1993 — 1997
BE, Marine Engineering
Staples December 2012 - Present
State Street December 2011 - November 2012
Samsung SDSA April 2011 - December 2011
Barclays Capital February 2009 - March 2011
Lehman Brothers 2007 - 2008
Algorithmics 2005 - 2007
University at Albany 2001 - 2004
Skills
SQL, Business Analysis, Java, SDLC, Trading Systems, XML, Project Management, Spring, Fixed Income, Java Enterprise Edition, Enterprise Architecture, Agile Methodologies, Requirements Analysis
Education
State University of New York at Albany 2001 — 2004
MS, Computer Science
DMET / MERI 1993 — 1997
BE, Marine Engineering
Paul Acerra's Lehman Brothers Experience August 1988 - September 2008
Job Deputy Director, Finance Specialist at State of NY Metropolitan Transportation Authority
Industry Financial Services
Experience
State of NY Metropolitan Transportation Authority June 2012 - Present
PCA Trading LLC January 2009 - June 2012
Lehman Brothers August 1988 - September 2008
Skills
Capital Markets, Technical Analysis, Quantitative, Product Marketing, Problem Solving, Critical Thinking, Equity Trading, New Business Development, Monetization, Financial Structuring, Fixed Income, Finance, Investment Banking, Trading, Banking, Bonds, Equities, Valuation, Derivatives, Financial Modeling
Education
SUNY Albany 1984 — 1988
BA, Economics
State of NY Metropolitan Transportation Authority June 2012 - Present
PCA Trading LLC January 2009 - June 2012
Lehman Brothers August 1988 - September 2008
Skills
Capital Markets, Technical Analysis, Quantitative, Product Marketing, Problem Solving, Critical Thinking, Equity Trading, New Business Development, Monetization, Financial Structuring, Fixed Income, Finance, Investment Banking, Trading, Banking, Bonds, Equities, Valuation, Derivatives, Financial Modeling
Education
SUNY Albany 1984 — 1988
BA, Economics
Scott Jeffery's Lehman Brothers Experience August 1999 - August 2008
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2011 - Present
Lazard Capital Markets September 2008 - June 2011
Lehman Brothers August 1999 - August 2008
Raymond James Financial Inc. May 1997 - August 1999
Education
University of Arizona 1992 — 1997
Economics
Bank of America Merrill Lynch July 2011 - Present
Lazard Capital Markets September 2008 - June 2011
Lehman Brothers August 1999 - August 2008
Raymond James Financial Inc. May 1997 - August 1999
Education
University of Arizona 1992 — 1997
Economics
Alik Basak's Lehman Brothers Experience January 1995 - March 2009
Job President at Tech US Corporation
Industry Financial Services
Experience
Tech US Corporation October 2010 - Present
Citi Group (Consultant - Morgan Clarke Enterprises) 2009 - 2011
Lehman Brothers January 1995 - March 2009
Skills
• Full exposure of..., Hardvard Graphics and..., Financial Analysis, Capital Markets, Fixed Income, Derivatives, Auditing, Finance, Internal Controls, Process Improvement, Financial Risk, Financial Services, Equities, SEC filings, Hedge Funds, Credit Derivatives, Prime Brokerage, Analysis, Investment Banking, Business Analysis
Education
Datamatics Corporation, Calcutta (India 1980 — 1981
SYSTEM ANALYSIS AND COBOL PROGRAMMING
Calcutta University 1976 — 1980
BACHELOR OF COMMERCE,, ACCOUNTING AND ECONOMICS
Tech US Corporation October 2010 - Present
Citi Group (Consultant - Morgan Clarke Enterprises) 2009 - 2011
Lehman Brothers January 1995 - March 2009
Skills
• Full exposure of..., Hardvard Graphics and..., Financial Analysis, Capital Markets, Fixed Income, Derivatives, Auditing, Finance, Internal Controls, Process Improvement, Financial Risk, Financial Services, Equities, SEC filings, Hedge Funds, Credit Derivatives, Prime Brokerage, Analysis, Investment Banking, Business Analysis
Education
Datamatics Corporation, Calcutta (India 1980 — 1981
SYSTEM ANALYSIS AND COBOL PROGRAMMING
Calcutta University 1976 — 1980
BACHELOR OF COMMERCE,, ACCOUNTING AND ECONOMICS
Todd Kalinsky's Lehman Brothers Experience May 2001 - October 2008
Job Senior Analyst Equity Operations at Barclays Capital
Industry Financial Services
Experience
Barclays Capital October 2008 - Present
Lehman Brothers May 2001 - October 2008
Skills
Team-oriented, Follow-through Skills, Detailed Organization
Education
Buffalo State College 1988 — 1992
BS 1992, Business Administration, Management and Operations
Barclays Capital October 2008 - Present
Lehman Brothers May 2001 - October 2008
Skills
Team-oriented, Follow-through Skills, Detailed Organization
Education
Buffalo State College 1988 — 1992
BS 1992, Business Administration, Management and Operations
Ronak Kumar's Lehman Brothers Experience March 2003 - April 2005
Job Vice President at salesforce.com
Industry Information Technology and Services
Experience
salesforce.com August 2011 - Present
salesforce.com January 2009 - July 2011
Microsoft May 2005 - November 2008
Lehman Brothers March 2003 - April 2005
Skills
Salesforce.com, Management, Employee Relations, Hiring, Business Intelligence, Leadership, Team Management, SDLC, Business Development, Product Management, Start-ups
Education
Chartered institute of Personnel and Development
CIPD, Human Resources Development
The University of Birmingham
Master of Business Administration (MBA), Human Resources Management and Services
The University of Birmingham
Bachelor of Business Administration (BBA)
University of Alabama
Master’s Degree, Information Technology
University of Birmingham
Bachelor’s Degree, Information Technology
salesforce.com August 2011 - Present
salesforce.com January 2009 - July 2011
Microsoft May 2005 - November 2008
Lehman Brothers March 2003 - April 2005
Skills
Salesforce.com, Management, Employee Relations, Hiring, Business Intelligence, Leadership, Team Management, SDLC, Business Development, Product Management, Start-ups
Education
Chartered institute of Personnel and Development
CIPD, Human Resources Development
The University of Birmingham
Master of Business Administration (MBA), Human Resources Management and Services
The University of Birmingham
Bachelor of Business Administration (BBA)
University of Alabama
Master’s Degree, Information Technology
University of Birmingham
Bachelor’s Degree, Information Technology
Dean Adler's Lehman Brothers Experience August 2007 - September 2008
Job Python Programmer
Industry Information Technology and Services
Experience
Credit Suisse August 2009 - June 2014
Lehman Brothers August 2007 - September 2008
Merrill Lynch February 2006 - July 2007
Skills
Unix, C, Object Oriented Perl, Shell Scripting, Sybase, DBI, Software Development, Refactoring, Perl, CGI/Perl, SQL, ETL, SDLC, OOP, Infrastructure, Python, Multithreading, Linux
Education
University at Buffalo
Bachelor's degree, Computer Science
University at Buffalo
Bachelor's degree, Computer Science
Credit Suisse August 2009 - June 2014
Lehman Brothers August 2007 - September 2008
Merrill Lynch February 2006 - July 2007
Skills
Unix, C, Object Oriented Perl, Shell Scripting, Sybase, DBI, Software Development, Refactoring, Perl, CGI/Perl, SQL, ETL, SDLC, OOP, Infrastructure, Python, Multithreading, Linux
Education
University at Buffalo
Bachelor's degree, Computer Science
University at Buffalo
Bachelor's degree, Computer Science
Marco Di Prima's Lehman Brothers Experience August 2004 - April 2008
Job Investor & Consultant
Industry Venture Capital & Private Equity
Experience
Self-employed June 2012 - Present
Mediobanca April 2008 - May 2012
Lehman Brothers August 2004 - April 2008
J.P. Morgan August 1999 - August 2004
Zurich Capital Markets August 1997 - August 1999
Commerz Financial Products February 1996 - August 1997
Credit Lyonnais April 1994 - January 1996
Skills
Private Equity, Investment Banking, Capital Markets, Strategic Planning, Start-ups, Hedge Funds, Mergers & Acquisitions, Corporate Finance, Investments, Venture Capital, Emerging Markets, LBO, Corporate Development, Financial Engineering, Equity Capital Markets, Valuation, Team Management, Derivatives
Education
Universi Augsburg
Universität Augsburg
Universität Augsburg
Self-employed June 2012 - Present
Mediobanca April 2008 - May 2012
Lehman Brothers August 2004 - April 2008
J.P. Morgan August 1999 - August 2004
Zurich Capital Markets August 1997 - August 1999
Commerz Financial Products February 1996 - August 1997
Credit Lyonnais April 1994 - January 1996
Skills
Private Equity, Investment Banking, Capital Markets, Strategic Planning, Start-ups, Hedge Funds, Mergers & Acquisitions, Corporate Finance, Investments, Venture Capital, Emerging Markets, LBO, Corporate Development, Financial Engineering, Equity Capital Markets, Valuation, Team Management, Derivatives
Education
Universi Augsburg
Universität Augsburg
Universität Augsburg
Jaime Caruso's Lehman Brothers Experience 2002 - 2005
Job Investment Officer at CapitalSource
Industry Financial Services
Experience
CapitalSource September 2005 - Present
Lehman Brothers 2002 - 2005
EY 1999 - 2002
Skills
Finance, Asset Based Lending, Accounting
Education
State University of New York at Albany 1995 — 1999
Bachelor's degree, Accounting
CapitalSource September 2005 - Present
Lehman Brothers 2002 - 2005
EY 1999 - 2002
Skills
Finance, Asset Based Lending, Accounting
Education
State University of New York at Albany 1995 — 1999
Bachelor's degree, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS