Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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Lehman Brothers Employees
Employee
Years
Job
Industry
Tony Kee Tony Kee's Lehman Brothers Experience June 2007 - November 2008
Job Operations
Industry Banking
Experience
Bank of America March 2014 - Present
Bank of America October 2012 - December 2013
Bank of America July 2011 - October 2013
Bank of America Merrill Lynch February 2010 - July 2011
MassMutual November 2008 - February 2010
Lehman Brothers June 2007 - November 2008
MetroPCS September 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Series 7, Capital Markets, Banking, Corporate Finance, Equities, Strategic Financial..., Valuation, Fixed Income, Bloomberg, Risk Management, Finance, Mortgage Servicing, Mortgage Lending, Investment Banking, Alternative Investments, Loans, Strategy, Analysis, Mergers & Acquisitions, Credit, Business Development, Leadership, Commercial Banking, Process Improvement, Management, Credit Analysis, Financial Services, Relationship Management
Education
UC Berkeley Haas School of Business
MBA, Strategy/Consulting
University of California, Davis
B.S., Managerial Economics & Political Science
Bank of America March 2014 - Present
Bank of America October 2012 - December 2013
Bank of America July 2011 - October 2013
Bank of America Merrill Lynch February 2010 - July 2011
MassMutual November 2008 - February 2010
Lehman Brothers June 2007 - November 2008
MetroPCS September 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Series 7, Capital Markets, Banking, Corporate Finance, Equities, Strategic Financial..., Valuation, Fixed Income, Bloomberg, Risk Management, Finance, Mortgage Servicing, Mortgage Lending, Investment Banking, Alternative Investments, Loans, Strategy, Analysis, Mergers & Acquisitions, Credit, Business Development, Leadership, Commercial Banking, Process Improvement, Management, Credit Analysis, Financial Services, Relationship Management
Education
UC Berkeley Haas School of Business
MBA, Strategy/Consulting
University of California, Davis
B.S., Managerial Economics & Political Science
Alejandra Diaz-Labrecque Alejandra Diaz-Labrecque's Lehman Brothers Experience May 2007 - July 2007
Job Associate Director of Sales and Marketing at USA Track & Field
Industry Sports
Experience
USA Track & Field February 2013 - Present
Latin Key Consulting, LLC January 2012 - Present
NASCAR January 2012 - January 2013
NASCAR March 2010 - February 2012
Orlando Magic October 2009 - March 2010
University of Central Florida August 2008 - March 2010
Lehman Brothers May 2007 - July 2007
Skills
Sports Marketing, Sports Management, Sports, Sponsorship Activation, Social Media Marketing, Event Management, Event Planning, Grassroots Marketing, Multicultural Marketing, Customer Service, Marketing, Brand Development, Spanish, Public Speaking, Sponsorship, Fundraising
Education
University of Central Florida - College of Business Administration 2008 — 2010
Master's degree, Sports Business Management
University of Central Florida 2008 — 2009
Master's degree, Business Administration and Management, General
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor's degree, Finance, General
USA Track & Field February 2013 - Present
Latin Key Consulting, LLC January 2012 - Present
NASCAR January 2012 - January 2013
NASCAR March 2010 - February 2012
Orlando Magic October 2009 - March 2010
University of Central Florida August 2008 - March 2010
Lehman Brothers May 2007 - July 2007
Skills
Sports Marketing, Sports Management, Sports, Sponsorship Activation, Social Media Marketing, Event Management, Event Planning, Grassroots Marketing, Multicultural Marketing, Customer Service, Marketing, Brand Development, Spanish, Public Speaking, Sponsorship, Fundraising
Education
University of Central Florida - College of Business Administration 2008 — 2010
Master's degree, Sports Business Management
University of Central Florida 2008 — 2009
Master's degree, Business Administration and Management, General
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor's degree, Finance, General
Dan Shanahan, MBA Dan Shanahan, MBA's Lehman Brothers Experience June 2004 - June 2006
Job Owner at Crest Realty Group
Industry Real Estate
Experience
Crest Realty Group, Inc. July 2014 - Present
American Financial Network 2015 - 2015
American Financial Network 2015 - 2015
Opus Bank November 2013 - August 2014
Chase Bank October 2012 - November 2013
Chase Bank January 2011 - October 2012
HÔM Sotheby's International Realty June 2009 - June 2010
Ticor Title July 2006 - July 2008
Lehman Brothers June 2004 - June 2006
GT Bicycles 1994 - 1999
Skills
Real Estate, Finance, Mortgage Lending, Credit, Sales, Investment Properties, Commercial Real Estate, Investments, Marketing, Credit Analysis, Leadership, Business Development, Brokerage, Loans, REO, Investors, Foreclosures
Education
University of California, Irvine 2013 — 2015
Master of Business Administration (MBA)
Vanguard University of Southern California 2011 — 2011
Bachelor of Arts, Business Administration
Crest Realty Group, Inc. July 2014 - Present
American Financial Network 2015 - 2015
American Financial Network 2015 - 2015
Opus Bank November 2013 - August 2014
Chase Bank October 2012 - November 2013
Chase Bank January 2011 - October 2012
HÔM Sotheby's International Realty June 2009 - June 2010
Ticor Title July 2006 - July 2008
Lehman Brothers June 2004 - June 2006
GT Bicycles 1994 - 1999
Skills
Real Estate, Finance, Mortgage Lending, Credit, Sales, Investment Properties, Commercial Real Estate, Investments, Marketing, Credit Analysis, Leadership, Business Development, Brokerage, Loans, REO, Investors, Foreclosures
Education
University of California, Irvine 2013 — 2015
Master of Business Administration (MBA)
Vanguard University of Southern California 2011 — 2011
Bachelor of Arts, Business Administration
Pranay Meshram - PMP, CSM's Lehman Brothers Experience July 2008 - September 2008
Job Portfolio Manager, PMO Digital Health Technology
Industry Information Technology and Services
Experience
Amgen September 2015 - Present
Amgen January 2013 - September 2015
Amgen March 2009 - January 2013
Lehman Brothers July 2008 - September 2008
Skills
Project Management, PMO, Portfolio Management, MS Project, Leadership, Agile Methodologies, Software Documentation, Scrum, Testing, Software Project..., Technical Documentation, Databases, Informatica, SharePoint, .NET, Contract Management, Six Sigma, Microsoft Project, Program Management, Disaster Recovery, Software Development
Education
University of California, Los Angeles 2010 — 2011
Certificate, Project Management
University of California, Santa Barbara 2007 — 2009
M.S., Computer Engineering
University of California, Santa Barbara 2008 — 2008
GPMP (Technology Management), Graduate Program in Management Practice
University of Mumbai 2003 — 2007
B.E. (B.S), Electornics & Telecommunication Engineering
Amgen September 2015 - Present
Amgen January 2013 - September 2015
Amgen March 2009 - January 2013
Lehman Brothers July 2008 - September 2008
Skills
Project Management, PMO, Portfolio Management, MS Project, Leadership, Agile Methodologies, Software Documentation, Scrum, Testing, Software Project..., Technical Documentation, Databases, Informatica, SharePoint, .NET, Contract Management, Six Sigma, Microsoft Project, Program Management, Disaster Recovery, Software Development
Education
University of California, Los Angeles 2010 — 2011
Certificate, Project Management
University of California, Santa Barbara 2007 — 2009
M.S., Computer Engineering
University of California, Santa Barbara 2008 — 2008
GPMP (Technology Management), Graduate Program in Management Practice
University of Mumbai 2003 — 2007
B.E. (B.S), Electornics & Telecommunication Engineering
Stacy Flippin Stacy Flippin's Lehman Brothers Experience January 2004 - January 2006
Job Executive Assistant to COO / CFO at True Religion Brand Jeans
Industry Apparel & Fashion
Experience
True Religion Brand Jeans July 2012 - Present
Macquarie Group 2011 - 2012
American Capital November 2007 - December 2009
Credit Suisse January 2006 - November 2007
Lehman Brothers January 2004 - January 2006
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Event Planning, Customer Service, Microsoft Word, Microsoft Office, Office Management, Office Administration, Time Management, Event Management, Spreadsheets, Fashion, Access, Leadership, Apparel, Merchandising, Administrative..., Management, Strategic Planning, Social Networking, Sales
Education
University of California, Santa Barbara
True Religion Brand Jeans July 2012 - Present
Macquarie Group 2011 - 2012
American Capital November 2007 - December 2009
Credit Suisse January 2006 - November 2007
Lehman Brothers January 2004 - January 2006
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Event Planning, Customer Service, Microsoft Word, Microsoft Office, Office Management, Office Administration, Time Management, Event Management, Spreadsheets, Fashion, Access, Leadership, Apparel, Merchandising, Administrative..., Management, Strategic Planning, Social Networking, Sales
Education
University of California, Santa Barbara
Lowell Winer Lowell Winer's Lehman Brothers Experience 1994 - 1999
Job Experienced web/mobile app product and business development executive focused on health and consumer
Industry Internet
Experience
Self-employed 2015 - Present
Livifi 2009 - 2014
Boost Mobile (Sprint Prepaid) January 2008 - January 2009
Boost Mobile (Sprint Prepaid) February 2005 - December 2007
America Online, Inc. July 2001 - October 2004
Lehman Brothers 1994 - 1999
Skills
Mobile Applications, Web Applications, Start-ups, Strategic Partnerships, Product Management, Strategy, Business Development, Team Building, Healthcare, Lean Startup, Product Development, Entrepreneurship, User Experience, Marketing Strategy, Leadership, Digital Media, Mobile Devices
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA
University of Wisconsin-Madison 1989 — 1993
BS
Self-employed 2015 - Present
Livifi 2009 - 2014
Boost Mobile (Sprint Prepaid) January 2008 - January 2009
Boost Mobile (Sprint Prepaid) February 2005 - December 2007
America Online, Inc. July 2001 - October 2004
Lehman Brothers 1994 - 1999
Skills
Mobile Applications, Web Applications, Start-ups, Strategic Partnerships, Product Management, Strategy, Business Development, Team Building, Healthcare, Lean Startup, Product Development, Entrepreneurship, User Experience, Marketing Strategy, Leadership, Digital Media, Mobile Devices
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA
University of Wisconsin-Madison 1989 — 1993
BS
Su Hong Su Hong's Lehman Brothers Experience March 2008 - September 2008
Job Project Manager, Hotel & Brand Guest Experience Insights at Hyatt Hotels Corporation
Industry Marketing and Advertising
Experience
Hyatt Hotels Corporation July 2014 - Present
Hyatt Hotels Corporation August 2013 - June 2014
Hyatt Hotels Corporation June 2011 - July 2013
Barclays Capital September 2008 - January 2009
Lehman Brothers March 2008 - September 2008
Skills
Marketing, Microsoft Office, Business Services, Oracle Applications, Management, SharePoint, Strategy, Medallia, Consumer Insights, Analysis, Training, Analytics, E-commerce, Market Research, Marketing Strategy, Data Analysis, Market Analysis, Integrated Marketing, Marketing Research, PowerPoint, Public Speaking, Business Strategy, Account Management, Microsoft Excel, Hospitality, Marketing Communications, Strategic Planning, Project Management, Marketing Management, Customer Service, Customer Satisfaction..., Customer Insight
Education
University of Chicago 2012 — 2013
Integrated Marketing
University of California, Los Angeles 2006 — 2010
International Development Studies, Urban Planning
New Roads School 2002 — 2006
Hyatt Hotels Corporation July 2014 - Present
Hyatt Hotels Corporation August 2013 - June 2014
Hyatt Hotels Corporation June 2011 - July 2013
Barclays Capital September 2008 - January 2009
Lehman Brothers March 2008 - September 2008
Skills
Marketing, Microsoft Office, Business Services, Oracle Applications, Management, SharePoint, Strategy, Medallia, Consumer Insights, Analysis, Training, Analytics, E-commerce, Market Research, Marketing Strategy, Data Analysis, Market Analysis, Integrated Marketing, Marketing Research, PowerPoint, Public Speaking, Business Strategy, Account Management, Microsoft Excel, Hospitality, Marketing Communications, Strategic Planning, Project Management, Marketing Management, Customer Service, Customer Satisfaction..., Customer Insight
Education
University of Chicago 2012 — 2013
Integrated Marketing
University of California, Los Angeles 2006 — 2010
International Development Studies, Urban Planning
New Roads School 2002 — 2006
Alim Kassam Alim Kassam's Lehman Brothers Experience July 2001 - June 2003
Job CEO at Rama Capital Partners & President at Athas Capital Group
Industry Financial Services
Experience
Rama Capital Partners, LLC September 2008 - Present
Athas Capital Group, Inc. July 2008 - Present
Quality Home Loans, Inc. August 2007 - November 2007
Pacificor, LLC August 2004 - August 2007
CapitalSource January 2004 - July 2004
Lehman Brothers July 2001 - June 2003
Skills
Private Equity, Investments, Finance, Investment Banking, Valuation, Funding, Portfolio Management, Mortgage Lending, Real Estate, Loans, Equities, Credit, Hedge Funds, Investors, Mutual Funds, Asset Management, Financial Structuring, Real Estate Economics, Mergers & Acquisitions, Loan Origination, Structured Finance, Alternative Investments, Due Diligence, Venture Capital, Private Placements, Capital Markets, Investment Management
Education
University of California, Los Angeles 1997 — 2001
B.A., Business Economics
Rama Capital Partners, LLC September 2008 - Present
Athas Capital Group, Inc. July 2008 - Present
Quality Home Loans, Inc. August 2007 - November 2007
Pacificor, LLC August 2004 - August 2007
CapitalSource January 2004 - July 2004
Lehman Brothers July 2001 - June 2003
Skills
Private Equity, Investments, Finance, Investment Banking, Valuation, Funding, Portfolio Management, Mortgage Lending, Real Estate, Loans, Equities, Credit, Hedge Funds, Investors, Mutual Funds, Asset Management, Financial Structuring, Real Estate Economics, Mergers & Acquisitions, Loan Origination, Structured Finance, Alternative Investments, Due Diligence, Venture Capital, Private Placements, Capital Markets, Investment Management
Education
University of California, Los Angeles 1997 — 2001
B.A., Business Economics
Ken Huang Ken Huang's Lehman Brothers Experience June 2007 - August 2007
Job Private Equity Investment Professional
Industry Financial Services
Experience
CDIB Capital July 2010 - Present
Barclays Capital July 2008 - August 2010
Lehman Brothers June 2007 - August 2007
Cliffwater LLC September 2006 - June 2007
Skills
Investment Banking, Investments, IPO, Private Equity, Capital, Valuation, LBO, Asset Managment, Special Situations, High Yield, Financial Modeling, Financial Structuring, DCF, Capital Markets, Debt, Private Placements, Hedge Funds, Deal Sourcing, Equities, Corporate Finance, Bloomberg, Leveraged Finance, Capital IQ, Alternative Investments
Education
University of California, Los Angeles 2004 — 2008
BA, Economics / Accounting
CDIB Capital July 2010 - Present
Barclays Capital July 2008 - August 2010
Lehman Brothers June 2007 - August 2007
Cliffwater LLC September 2006 - June 2007
Skills
Investment Banking, Investments, IPO, Private Equity, Capital, Valuation, LBO, Asset Managment, Special Situations, High Yield, Financial Modeling, Financial Structuring, DCF, Capital Markets, Debt, Private Placements, Hedge Funds, Deal Sourcing, Equities, Corporate Finance, Bloomberg, Leveraged Finance, Capital IQ, Alternative Investments
Education
University of California, Los Angeles 2004 — 2008
BA, Economics / Accounting
Marc Roggenkamp, CFA Marc Roggenkamp, CFA's Lehman Brothers Experience September 2002 - December 2005
Job Senior Vice President Investments / Institutional Consulting Director
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
UBS Financial Services, Inc. December 2005 - January 2014
Lehman Brothers September 2002 - December 2005
Deloitte & Touche September 1996 - August 2000
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
University of California, Los Angeles 1991 — 1996
BA, Economics & Sociology
Morgan Stanley January 2014 - Present
UBS Financial Services, Inc. December 2005 - January 2014
Lehman Brothers September 2002 - December 2005
Deloitte & Touche September 1996 - August 2000
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
University of California, Los Angeles 1991 — 1996
BA, Economics & Sociology
David Mednick David Mednick's Lehman Brothers Experience 1988 - 1991
Job Principal, Lipose Corp., Principal NewbyCoombs, LLC, Member New World Angels
Industry Investment Banking
Experience
Lipose Corp., Newby-Coombs, LLC, New World Angels 2008 - Present
Recognition Properties. LLC 2013 - 2015
Recognition Properties. LLC 2013 - 2015
New World Angels 2008 - 2014
Radiology Corp. of America 2002 - 2005
Interpublic Group of Companies 2000 - 2003
Dialysis Centers of America, Inc. 1994 - 1999
Alusit Holdings 1992 - 1994
Lehman Brothers 1988 - 1991
Skills
Mergers, Start-ups, Competitive Analysis, Venture Capital, Equities, Restructuring, Debt, Entrepreneur, Joint Ventures, Business Valuation, Valuation, Due Diligence, Private Equity, Strategic Planning, Acquisition Integration, Financial Analysis, Budgeting, Negotiation, Business Strategy, Business Planning, Corporate Finance, Financial Modeling, Divestitures, Investor Relations, Corporate Development, Investment Banking, Structuring, Deal Structuring, M&A experience, Leveraged Finance, Fundraising, Deal Sourcing, Exit Strategies, Entrepreneurship, Mergers & Acquisitions, Acquisitions, Investments, Finance, Cash Management, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
University of California, Santa Barbara 1979 — 1983
Bachelor of Arts, Business Economics and Communications (Double Major)
El Camino Real 1976 — 1979
High School
Lipose Corp., Newby-Coombs, LLC, New World Angels 2008 - Present
Recognition Properties. LLC 2013 - 2015
Recognition Properties. LLC 2013 - 2015
New World Angels 2008 - 2014
Radiology Corp. of America 2002 - 2005
Interpublic Group of Companies 2000 - 2003
Dialysis Centers of America, Inc. 1994 - 1999
Alusit Holdings 1992 - 1994
Lehman Brothers 1988 - 1991
Skills
Mergers, Start-ups, Competitive Analysis, Venture Capital, Equities, Restructuring, Debt, Entrepreneur, Joint Ventures, Business Valuation, Valuation, Due Diligence, Private Equity, Strategic Planning, Acquisition Integration, Financial Analysis, Budgeting, Negotiation, Business Strategy, Business Planning, Corporate Finance, Financial Modeling, Divestitures, Investor Relations, Corporate Development, Investment Banking, Structuring, Deal Structuring, M&A experience, Leveraged Finance, Fundraising, Deal Sourcing, Exit Strategies, Entrepreneurship, Mergers & Acquisitions, Acquisitions, Investments, Finance, Cash Management, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
University of California, Santa Barbara 1979 — 1983
Bachelor of Arts, Business Economics and Communications (Double Major)
El Camino Real 1976 — 1979
High School
Michael Moscuzza, CAIA Michael Moscuzza, CAIA's Lehman Brothers Experience June 2008 - September 2008
Job Director at Harvest Capital Strategies
Industry Investment Management
Experience
Harvest Capital Strategies January 2015 - Present
Harvest Capital Strategies February 2011 - January 2015
UBS September 2008 - November 2010
Lehman Brothers June 2008 - September 2008
Thomas Weisel Partners June 2007 - June 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Asset Management, Investment Management
Education
University of California, San Diego
BS, Management Science and Engineering
Harvest Capital Strategies January 2015 - Present
Harvest Capital Strategies February 2011 - January 2015
UBS September 2008 - November 2010
Lehman Brothers June 2008 - September 2008
Thomas Weisel Partners June 2007 - June 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Asset Management, Investment Management
Education
University of California, San Diego
BS, Management Science and Engineering
Adar Puterman Adar Puterman's Lehman Brothers Experience 2007 - 2008
Job Corporate Development / Salesforce Ventures M&A and Venture Investments at Salesforce
Industry Venture Capital & Private Equity
Experience
Horsley Bridge Partners / Horsley Bridge International 2009 - 2013
Barclays Capital (Acquired Lehman Brothers) 2008 - 2009
Lehman Brothers 2007 - 2008
FlyFone 2004 - 2005
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Venture Capital, Corporate Finance, Investments, Alternative Investments, Due Diligence, Emerging Markets, Business Strategy, Financial Analysis, M&A experience, Portfolio Management, Mergers & Acquisitions, Latin American Business, Quantitative Analytics, Corporate Development, Finance
Education
University of California, Berkeley 2003 — 2007
BA, Economics
Horsley Bridge Partners / Horsley Bridge International 2009 - 2013
Barclays Capital (Acquired Lehman Brothers) 2008 - 2009
Lehman Brothers 2007 - 2008
FlyFone 2004 - 2005
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Venture Capital, Corporate Finance, Investments, Alternative Investments, Due Diligence, Emerging Markets, Business Strategy, Financial Analysis, M&A experience, Portfolio Management, Mergers & Acquisitions, Latin American Business, Quantitative Analytics, Corporate Development, Finance
Education
University of California, Berkeley 2003 — 2007
BA, Economics
Ushabarghavi Rajendiran Ushabarghavi Rajendiran's Lehman Brothers Experience July 2006 - November 2008
Job MBA candidate and Senior Software Engineer at Motif Investing
Industry Information Technology and Services
Experience
Motif Investing August 2014 - Present
TIBCO Software Inc. July 2013 - July 2014
Morgan Stanley January 2012 - December 2012
Morgan Stanley January 2010 - December 2011
Morgan Stanley November 2008 - December 2009
Lehman Brothers July 2006 - November 2008
Skills
TIBCO, Fixed Income, Derivatives, JMS, Core Java, Spring, Hibernate, Weblogic, FX Options, SDLC, Options, Unix, Java Enterprise Edition, Spring Framework, WebLogic, Requirements Analysis, Databases
Education
University of California, Davis - Graduate School of Management 2013 — 2016
Master of Business Administration (MBA)
Vivekanand Education Society's Institute of Technology 2002 — 2006
B.E., Computers
Kendriya Vidyalaya (CBSE) 1997 — 2002
Bachelor's degree, Science
Motif Investing August 2014 - Present
TIBCO Software Inc. July 2013 - July 2014
Morgan Stanley January 2012 - December 2012
Morgan Stanley January 2010 - December 2011
Morgan Stanley November 2008 - December 2009
Lehman Brothers July 2006 - November 2008
Skills
TIBCO, Fixed Income, Derivatives, JMS, Core Java, Spring, Hibernate, Weblogic, FX Options, SDLC, Options, Unix, Java Enterprise Edition, Spring Framework, WebLogic, Requirements Analysis, Databases
Education
University of California, Davis - Graduate School of Management 2013 — 2016
Master of Business Administration (MBA)
Vivekanand Education Society's Institute of Technology 2002 — 2006
B.E., Computers
Kendriya Vidyalaya (CBSE) 1997 — 2002
Bachelor's degree, Science
Sebastian Badea Sebastian Badea's Lehman Brothers Experience 2005 - 2007
Job Senior Manager, Business Development at PubMatic
Industry Financial Services
Experience
PubMatic February 2014 - Present
Symantec 2013 - January 2014
Symantec 2012 - 2013
Visa 2011 - 2012
Walt Disney 2010 - 2010
TeleSoft Partners 2007 - 2009
LogLogic 2008 - 2008
Lehman Brothers 2005 - 2007
Shoreline Partners 2003 - 2005
Skills
Corporate Development, Business Development, Investment Banking, Mergers and Acquisitions, Private Equity, Venture Capital, Business Valuation, Financial Modeling, Due Diligence, New Business Development, Corporate Finance, Valuation, Strategic Planning, Digital Media, E-commerce, Entertainment, Mobile Payments, Semiconductors, Financial Analysis, LBO, NFC, Mobile Banking, IPO, Competitive Analysis, Business Strategy, Video Games, Mergers, Product Strategy, Divestitures, Investments, Mergers & Acquisitions, Product Management, Finance, Strategic Partnerships, Strategy, Portfolio Management
Education
University of Pennsylvania - The Wharton School
MBA, Strategic Management
University of California, San Diego
Graduate Diploma, Finance
University of California, San Diego
BS, Mathematical Economics
PubMatic February 2014 - Present
Symantec 2013 - January 2014
Symantec 2012 - 2013
Visa 2011 - 2012
Walt Disney 2010 - 2010
TeleSoft Partners 2007 - 2009
LogLogic 2008 - 2008
Lehman Brothers 2005 - 2007
Shoreline Partners 2003 - 2005
Skills
Corporate Development, Business Development, Investment Banking, Mergers and Acquisitions, Private Equity, Venture Capital, Business Valuation, Financial Modeling, Due Diligence, New Business Development, Corporate Finance, Valuation, Strategic Planning, Digital Media, E-commerce, Entertainment, Mobile Payments, Semiconductors, Financial Analysis, LBO, NFC, Mobile Banking, IPO, Competitive Analysis, Business Strategy, Video Games, Mergers, Product Strategy, Divestitures, Investments, Mergers & Acquisitions, Product Management, Finance, Strategic Partnerships, Strategy, Portfolio Management
Education
University of Pennsylvania - The Wharton School
MBA, Strategic Management
University of California, San Diego
Graduate Diploma, Finance
University of California, San Diego
BS, Mathematical Economics
Katie (Briscoe) Hahn Katie (Briscoe) Hahn's Lehman Brothers Experience June 2006 - July 2008
Job Product Marketing Manager, Business Value Assessment at Okta, Inc.
Industry Venture Capital & Private Equity
Experience
Okta, Inc. January 2014 - Present
Stella & Dot September 2012 - May 2013
Cloudera May 2012 - August 2012
Tenaya Capital July 2008 - June 2011
Lehman Brothers June 2006 - July 2008
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
University of Southern California 2002 — 2006
BA, English
Okta, Inc. January 2014 - Present
Stella & Dot September 2012 - May 2013
Cloudera May 2012 - August 2012
Tenaya Capital July 2008 - June 2011
Lehman Brothers June 2006 - July 2008
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
University of Southern California 2002 — 2006
BA, English
Deborah Semple-McChesney Deborah Semple-McChesney's Lehman Brothers Experience December 1990 - May 1993
Job Luxury Real Estate Specialist at Turpin Real Estate
Industry Real Estate
Experience
Turpin Real Estate November 2013 - Present
Manhattan West Inc. October 2003 - Present
MOPS International 2006 - 2012
UBS Financial Services May 1993 - December 2007
Lehman Brothers December 1990 - May 1993
Skills
Leadership, Business Development, Marketing, Sales, Team Building, Fundraising, Strategic Partnerships, Strategic Planning, Strategy, Series 7, Investments, Account Management, Selling, Strategic Financial..., Direct Sales, Solution Selling, Nonprofits, Management, Entrepreneurship, Social Networking, Non-profits, Online Marketing, Real Estate, Seller Representation, Buyer Representation, Relocation Buyers, Negotiation, International Real..., Move Up Buyers, Analytics, Writing, Finance, Contract Negotiation, Consultative Selling, Training, Leadership Development, Market Research, Financial Planning, Residential Homes, Social Media, Social Media Marketing, Coaching, Sellers, Real Estate Transactions, Investment Properties, Blogging
Education
University of California, Los Angeles 2000 — 2002
Master of Fine Arts (M.F.A.), Market Psychology, Economic Forecasting, Technical Writing
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelor of Science (BS), Finance & Bachelor of Arts (BA), Economics, Honors Program
Turpin Real Estate November 2013 - Present
Manhattan West Inc. October 2003 - Present
MOPS International 2006 - 2012
UBS Financial Services May 1993 - December 2007
Lehman Brothers December 1990 - May 1993
Skills
Leadership, Business Development, Marketing, Sales, Team Building, Fundraising, Strategic Partnerships, Strategic Planning, Strategy, Series 7, Investments, Account Management, Selling, Strategic Financial..., Direct Sales, Solution Selling, Nonprofits, Management, Entrepreneurship, Social Networking, Non-profits, Online Marketing, Real Estate, Seller Representation, Buyer Representation, Relocation Buyers, Negotiation, International Real..., Move Up Buyers, Analytics, Writing, Finance, Contract Negotiation, Consultative Selling, Training, Leadership Development, Market Research, Financial Planning, Residential Homes, Social Media, Social Media Marketing, Coaching, Sellers, Real Estate Transactions, Investment Properties, Blogging
Education
University of California, Los Angeles 2000 — 2002
Master of Fine Arts (M.F.A.), Market Psychology, Economic Forecasting, Technical Writing
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelor of Science (BS), Finance & Bachelor of Arts (BA), Economics, Honors Program
Andrew Bush Andrew Bush's Lehman Brothers Experience September 2007 - October 2008
Job Director, Snr Ops Manager Global Head of Client Onboarding at Citi
Industry Financial Services
Experience
Citigroup November 2010 - Present
Citi August 2013 - March 2015
Credit Suisse August 2009 - November 2010
Barclays Capital November 2008 - August 2009
Lehman Brothers September 2007 - October 2008
Lehman Brothers April 2007 - September 2007
Lehman Brothers May 2005 - May 2007
Lehman Brothers 2004 - 2006
Lehman Brothers (Europe) 2002 - 2004
Lehman Brothers (Europe) 1997 - 2002
Skills
Financial Products, Financial Markets, Quantitative Analysis, Equities, ITIL, Reference Data, Fixed Income Products, Derivatives, Change Management, Organizational Change, Finance Operations, Client Onboarding, Program Management, KYC, Fixed Income, Market Data, Financial Services, Finance, PMO, SDLC, Onboarding, Capital Markets, Project Management, Sybase, Disaster Recovery, Business Analysis, Management, Quantitative Analytics, Trading Systems, Risk Management, Investment Banking, IT Strategy, Strategy
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Quantitative Finance & Financial Products, 3.7 Distinction
University of Cambridge 1993 — 1997
Master of Arts / Master of Engineering, Electrical and Information Engineering
Citigroup November 2010 - Present
Citi August 2013 - March 2015
Credit Suisse August 2009 - November 2010
Barclays Capital November 2008 - August 2009
Lehman Brothers September 2007 - October 2008
Lehman Brothers April 2007 - September 2007
Lehman Brothers May 2005 - May 2007
Lehman Brothers 2004 - 2006
Lehman Brothers (Europe) 2002 - 2004
Lehman Brothers (Europe) 1997 - 2002
Skills
Financial Products, Financial Markets, Quantitative Analysis, Equities, ITIL, Reference Data, Fixed Income Products, Derivatives, Change Management, Organizational Change, Finance Operations, Client Onboarding, Program Management, KYC, Fixed Income, Market Data, Financial Services, Finance, PMO, SDLC, Onboarding, Capital Markets, Project Management, Sybase, Disaster Recovery, Business Analysis, Management, Quantitative Analytics, Trading Systems, Risk Management, Investment Banking, IT Strategy, Strategy
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Quantitative Finance & Financial Products, 3.7 Distinction
University of Cambridge 1993 — 1997
Master of Arts / Master of Engineering, Electrical and Information Engineering
Michael Tomasch's Lehman Brothers Experience January 2004 - September 2008
Job Account Executive at Pandora
Industry Internet
Experience
Pandora February 2013 - Present
UBS Private Wealth Management September 2008 - May 2012
Lehman Brothers January 2004 - September 2008
Banc of America Securities April 2001 - January 2004
Montgomery Securities September 1999 - April 2001
Skills
Series 7, Series 63, Series 65, Asset Allocation, Wealth Management, Business Development, Mobile Advertising, Asset Management, Strategic Partnerships, Investments, Mobile Devices, Sales, Marketing Strategy, Online Advertising
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Business Economics
Mammoth High School 1990 — 1994
Pandora February 2013 - Present
UBS Private Wealth Management September 2008 - May 2012
Lehman Brothers January 2004 - September 2008
Banc of America Securities April 2001 - January 2004
Montgomery Securities September 1999 - April 2001
Skills
Series 7, Series 63, Series 65, Asset Allocation, Wealth Management, Business Development, Mobile Advertising, Asset Management, Strategic Partnerships, Investments, Mobile Devices, Sales, Marketing Strategy, Online Advertising
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Business Economics
Mammoth High School 1990 — 1994
Kristin Vogelsong's Lehman Brothers Experience June 2001 - August 2002
Job MFA Screenwriting Candidate at UCLA
Industry Entertainment
Experience
UCLA September 2011 - Present
Self-Employed August 2007 - Present
Thompson Hotels October 2003 - August 2007
SONY Pictures Classics August 2002 - February 2003
Lehman Brothers June 2001 - August 2002
Skills
Voice Over, Screenwriting, On-camera
Education
UCLA 2011 — 2013
MFA, Film, Screenwriting
University of North Carolina at Chapel Hill 1997 — 2001
BA, International Studies, Spanish Language Minor
UCLA September 2011 - Present
Self-Employed August 2007 - Present
Thompson Hotels October 2003 - August 2007
SONY Pictures Classics August 2002 - February 2003
Lehman Brothers June 2001 - August 2002
Skills
Voice Over, Screenwriting, On-camera
Education
UCLA 2011 — 2013
MFA, Film, Screenwriting
University of North Carolina at Chapel Hill 1997 — 2001
BA, International Studies, Spanish Language Minor
Karen Cassidy Karen Cassidy's Lehman Brothers Experience March 2001 - May 2004
Job Regional Manager, Commercial Sales Healthcare & Life Sciences at Salesforce
Industry Financial Services
Experience
Salesforce February 2015 - Present
Salesforce.com August 2010 - January 2015
Deutsche Bank May 2004 - July 2010
Lehman Brothers March 2001 - May 2004
PaineWebber (aquired by UBS) May 1999 - November 2000
Skills
Salesforce.com, Sales Management, CRM, Investments, Financial Services, Equities, Finance, Business Planning, Business Development, SaaS, Program Management, Marketing, Financial Modeling, Negotiation, Training, Analytics, Cold Calling, Financial Analysis, Contract Negotiation, Sales Presentations, Coaching
Education
University of California, Berkeley, Haas School of Business 2008 — 2011
MBA
University of California, San Diego 1994 — 1998
Salesforce February 2015 - Present
Salesforce.com August 2010 - January 2015
Deutsche Bank May 2004 - July 2010
Lehman Brothers March 2001 - May 2004
PaineWebber (aquired by UBS) May 1999 - November 2000
Skills
Salesforce.com, Sales Management, CRM, Investments, Financial Services, Equities, Finance, Business Planning, Business Development, SaaS, Program Management, Marketing, Financial Modeling, Negotiation, Training, Analytics, Cold Calling, Financial Analysis, Contract Negotiation, Sales Presentations, Coaching
Education
University of California, Berkeley, Haas School of Business 2008 — 2011
MBA
University of California, San Diego 1994 — 1998
Matthew Hickman Matthew Hickman's Lehman Brothers Experience October 1994 - April 1998
Job Senior Analyst at American Century Investments
Industry Financial Services
Experience
American Century Investments September 2014 - Present
Aguilera Investments LLC November 2012 - September 2014
Citigroup October 2009 - November 2011
Credit Suisse Asset Management December 2003 - June 2009
Global Advisors July 2003 - November 2003
Compass Group Investment Advisors February 2002 - July 2003
Donaldson, Lufkin & Jenrette August 2000 - February 2002
Rothschild September 1998 - August 2000
Lehman Brothers October 1994 - April 1998
Bear Stearns August 1993 - October 1994
Skills
Hedge Funds, Equities, Investments, Investment Strategies, Emerging Markets, Mutual Funds, Latin America, Equity Research, Portfolio Management, Portfolio Strategy, Closed-end Funds, Client Relationship..., Client Retention, Client Interfacing, Wealth Management, CRM, Fixed Income, Asset Management, Customer Retention, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Start-ups, Alternative Investments, Financial Advisory, Financial Markets, Derivatives
Education
University of Cambridge 1983 — 1987
BA, Modern Languages
Marlborough College
American Century Investments September 2014 - Present
Aguilera Investments LLC November 2012 - September 2014
Citigroup October 2009 - November 2011
Credit Suisse Asset Management December 2003 - June 2009
Global Advisors July 2003 - November 2003
Compass Group Investment Advisors February 2002 - July 2003
Donaldson, Lufkin & Jenrette August 2000 - February 2002
Rothschild September 1998 - August 2000
Lehman Brothers October 1994 - April 1998
Bear Stearns August 1993 - October 1994
Skills
Hedge Funds, Equities, Investments, Investment Strategies, Emerging Markets, Mutual Funds, Latin America, Equity Research, Portfolio Management, Portfolio Strategy, Closed-end Funds, Client Relationship..., Client Retention, Client Interfacing, Wealth Management, CRM, Fixed Income, Asset Management, Customer Retention, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Start-ups, Alternative Investments, Financial Advisory, Financial Markets, Derivatives
Education
University of Cambridge 1983 — 1987
BA, Modern Languages
Marlborough College
Gareth Jeyes Gareth Jeyes's Lehman Brothers Experience June 2006 - August 2006
Job Strategy Consultant
Industry Management Consulting
Experience
Bain & Company July 2007 - Present
Lehman Brothers June 2006 - August 2006
Mercer Management Consulting June 2001 - July 2005
Education
University of Pennsylvania - The Wharton School 2006 — 2007
MBA
University of Cambridge 1998 — 2002
MA, Chemistry
Bain & Company July 2007 - Present
Lehman Brothers June 2006 - August 2006
Mercer Management Consulting June 2001 - July 2005
Education
University of Pennsylvania - The Wharton School 2006 — 2007
MBA
University of Cambridge 1998 — 2002
MA, Chemistry
Anthony Collerton Anthony Collerton's Lehman Brothers Experience February 1992 - September 2008
Job COO / Head of Enterprise HR at Bloomberg LP
Industry Banking
Experience
Bloomberg LP July 2014 - Present
Bloomberg LP September 2013 - July 2014
Great Oak Strategies LLC January 2012 - September 2013
Aurora Bank, FSB December 2008 - December 2011
Lehman Brothers February 1992 - September 2008
Chemical Bank October 1989 - February 1992
PwC September 1988 - October 1989
Skills
Real Estate, Mergers, Risk Management, Team Leadership, Banking, Deferred Compensation, Due Diligence, Employee Benefits, Fixed Income, HRIS, Human Resources, Internal Communications, Management, Mergers, Personnel Management, Program Management, Project Management, Recruiting, Strategy, Talent Acquisition, Talent Management
Education
University of Cambridge 1985 — 1988
MA, Economics
Bloomberg LP July 2014 - Present
Bloomberg LP September 2013 - July 2014
Great Oak Strategies LLC January 2012 - September 2013
Aurora Bank, FSB December 2008 - December 2011
Lehman Brothers February 1992 - September 2008
Chemical Bank October 1989 - February 1992
PwC September 1988 - October 1989
Skills
Real Estate, Mergers, Risk Management, Team Leadership, Banking, Deferred Compensation, Due Diligence, Employee Benefits, Fixed Income, HRIS, Human Resources, Internal Communications, Management, Mergers, Personnel Management, Program Management, Project Management, Recruiting, Strategy, Talent Acquisition, Talent Management
Education
University of Cambridge 1985 — 1988
MA, Economics
Stephen Bershad Stephen Bershad's Lehman Brothers Experience August 1974 - August 1986
Job
Industry Electrical/Electronic Manufacturing
Experience
EMCOR Group, Inc. May 2013 - Present
GSI Group January 2011 - Present
Mission Produce Inc. 2011 - Present
Axsys Technologies, Inc October 1986 - September 2009
Lehman Brothers August 1974 - August 1986
Education
UCLA School of Law 1963 — 1966
JD, Law
University of Southern California 1959 — 1963
Bachelor of Science (BS), Accounting and Finance
EMCOR Group, Inc. May 2013 - Present
GSI Group January 2011 - Present
Mission Produce Inc. 2011 - Present
Axsys Technologies, Inc October 1986 - September 2009
Lehman Brothers August 1974 - August 1986
Education
UCLA School of Law 1963 — 1966
JD, Law
University of Southern California 1959 — 1963
Bachelor of Science (BS), Accounting and Finance
Cris Francisco's Lehman Brothers Experience February 2005 - March 2008
Job Software Architect at Saddleback Church
Industry Computer Software
Experience
Saddleback Church November 2012 - Present
BlueCava January 2011 - November 2012
BlueCava January 2011 - December 2011
Private Access, Inc. April 2008 - January 2011
Lehman Brothers February 2005 - March 2008
FieldCentrix 1999 - 2005
Skills
C#, .NET, Microsoft SQL Server, WCF, ASP.NET, XML, LINQ, Visual Studio, MySQL, SQL, Software Development, Agile Methodologies, ASP.NET MVC, JavaScript, SDLC, IIS, Linux, T-SQL, Cloud Computing, Object Oriented Design, Web Applications, Web Services, Scrum, Enterprise Architecture, Databases, SSRS, Database Design, SOA, SSIS, Software Design, AJAX, Software Engineering, jQuery, Subversion, REST, XSLT, Team Leadership, Volunteering
Education
University of California, Irvine 1996 — 2000
BS, Information and Computer Science
Saddleback Church November 2012 - Present
BlueCava January 2011 - November 2012
BlueCava January 2011 - December 2011
Private Access, Inc. April 2008 - January 2011
Lehman Brothers February 2005 - March 2008
FieldCentrix 1999 - 2005
Skills
C#, .NET, Microsoft SQL Server, WCF, ASP.NET, XML, LINQ, Visual Studio, MySQL, SQL, Software Development, Agile Methodologies, ASP.NET MVC, JavaScript, SDLC, IIS, Linux, T-SQL, Cloud Computing, Object Oriented Design, Web Applications, Web Services, Scrum, Enterprise Architecture, Databases, SSRS, Database Design, SOA, SSIS, Software Design, AJAX, Software Engineering, jQuery, Subversion, REST, XSLT, Team Leadership, Volunteering
Education
University of California, Irvine 1996 — 2000
BS, Information and Computer Science
Nayeem Qureshi's Lehman Brothers Experience 2006 - 2008
Job Founder / President at Global Philanthropy Advisors
Industry Investment Management
Experience
Global Philanthropy Advisors 2008 - Present
Halbert Hargrove January 2013 - February 2014
ShariahShares Inc. August 2012 - December 2012
Saturna Capital Corporation February 2010 - August 2012
Newdea/ Global Philanthropy advisors 2008 - 2010
Lehman Brothers 2006 - 2008
Foundation Source 2002 - 2006
Fidelity Investments 1993 - 2002
Skills
Wealth Management, Investment Advisory, CRM, Investments, Retirement Planning, SaaS, Equities, Private Equity, Philanthropy, Asset Management, Sales Management, Strategic Planning, Program Management, Management, Financial Advisory, Wealth Management..., Entrepreneurship
Education
University of Cincinnati
Global Philanthropy Advisors 2008 - Present
Halbert Hargrove January 2013 - February 2014
ShariahShares Inc. August 2012 - December 2012
Saturna Capital Corporation February 2010 - August 2012
Newdea/ Global Philanthropy advisors 2008 - 2010
Lehman Brothers 2006 - 2008
Foundation Source 2002 - 2006
Fidelity Investments 1993 - 2002
Skills
Wealth Management, Investment Advisory, CRM, Investments, Retirement Planning, SaaS, Equities, Private Equity, Philanthropy, Asset Management, Sales Management, Strategic Planning, Program Management, Management, Financial Advisory, Wealth Management..., Entrepreneurship
Education
University of Cincinnati
Allan Riska Allan Riska's Lehman Brothers Experience July 2006 - July 2008
Job Finance and Cleantech Professional
Industry Capital Markets
Experience
SunEdison 2013 - 2015
Sungevity 2011 - 2011
Bank of America Merrill Lynch 2009 - 2010
UBS Investment Bank August 2008 - November 2009
Lehman Brothers July 2006 - July 2008
Skills
Risk Management, Bloomberg, Microsoft Office, MBS, Securitization, Fixed Income, Structured Products, ABS, CDO, CDS, Trading, CLO, Finance, Intex, Mergers, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Capital Markets, Financial Structuring
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Energy
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance & Risk Management
SunEdison 2013 - 2015
Sungevity 2011 - 2011
Bank of America Merrill Lynch 2009 - 2010
UBS Investment Bank August 2008 - November 2009
Lehman Brothers July 2006 - July 2008
Skills
Risk Management, Bloomberg, Microsoft Office, MBS, Securitization, Fixed Income, Structured Products, ABS, CDO, CDS, Trading, CLO, Finance, Intex, Mergers, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Capital Markets, Financial Structuring
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Energy
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance & Risk Management
Ghansham Panjabi Ghansham Panjabi's Lehman Brothers Experience 1999 - 2005
Job Senior Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. April 2009 - Present
Wachovia, A Wells Fargo Company 2005 - 2009
Lehman Brothers 1999 - 2005
Skills
Valuation, Research, Hedge Funds, Financial Modeling, Equities, Capital Markets, Equity Research
Education
University of California, Davis 1995 — 1999
PhD, Chemical Engineering
University of California, Davis 1995 — 1999
M.S., Economics
University of Washington 1991 — 1995
B.S., Chemical Engineering
Robert W. Baird & Co. April 2009 - Present
Wachovia, A Wells Fargo Company 2005 - 2009
Lehman Brothers 1999 - 2005
Skills
Valuation, Research, Hedge Funds, Financial Modeling, Equities, Capital Markets, Equity Research
Education
University of California, Davis 1995 — 1999
PhD, Chemical Engineering
University of California, Davis 1995 — 1999
M.S., Economics
University of Washington 1991 — 1995
B.S., Chemical Engineering
Greg Corkett Greg Corkett's Lehman Brothers Experience 1987 - 1994
Job Consultant at Residential Mortgage Advisory
Industry Financial Services
Experience
Residential Mortgage Advisory 2009 - Present
HSBC Securities 2006 - 2008
Consultant 2004 - 2006
Rosetta Partners 1999 - 2003
Nomura 1998 - 1999
First Annapolis Consulting 1996 - 1998
Merrill Lynch 1994 - 1996
Lehman Brothers 1987 - 1994
Merrill Lynch 1984 - 1987
Skills
Strategic Planning, Risk Management, Foreclosure Mitigation, Mortgage Operations, Securitization, Mortgage, Capital Markets, Fixed Income, Financial Modeling, Mortgage Lending, Portfolio Management, Equities, Credit Analysis, Foreclosures, Mortgage Marketing, Valuation, Securities, Finance, Structured Finance, Credit Risk, Hedge Funds, Financial Services, Investments, Financial Analysis, Trading, Mergers & Acquisitions, Derivatives, Market Risk, Investment Banking, Restructuring, Strategy
Education
The University of Chicago 1982 — 1984
MBA, International Finance
University of California, Berkeley 1980 — 1982
BS, Business Administration
Residential Mortgage Advisory 2009 - Present
HSBC Securities 2006 - 2008
Consultant 2004 - 2006
Rosetta Partners 1999 - 2003
Nomura 1998 - 1999
First Annapolis Consulting 1996 - 1998
Merrill Lynch 1994 - 1996
Lehman Brothers 1987 - 1994
Merrill Lynch 1984 - 1987
Skills
Strategic Planning, Risk Management, Foreclosure Mitigation, Mortgage Operations, Securitization, Mortgage, Capital Markets, Fixed Income, Financial Modeling, Mortgage Lending, Portfolio Management, Equities, Credit Analysis, Foreclosures, Mortgage Marketing, Valuation, Securities, Finance, Structured Finance, Credit Risk, Hedge Funds, Financial Services, Investments, Financial Analysis, Trading, Mergers & Acquisitions, Derivatives, Market Risk, Investment Banking, Restructuring, Strategy
Education
The University of Chicago 1982 — 1984
MBA, International Finance
University of California, Berkeley 1980 — 1982
BS, Business Administration
Biao Pei, CFA Biao Pei, CFA's Lehman Brothers Experience October 2007 - December 2007
Job Vice President at SAIL Advisors
Industry Financial Services
Experience
SAIL Advisors - Fund of Hedge Funds (FoF) May 2013 - Present
RBS Americas - Corporate Finance & Risk Solutions March 2011 - May 2013
Standard & Poor's - Structured Finance - ABS Rating February 2010 - March 2011
Standard & Poor's - Quantitative Analytics / Model Quality Review April 2008 - March 2010
Lehman Brothers October 2007 - December 2007
Skills
Hedge Funds, Macro Analysis, Commodity Markets, Portfolio Management, Fixed Income, Derivatives, Interest Rate..., ABS, Corporate Finance, Investment Banking, Matlab, Swaps, Trading Strategies, Structured Products, Programming, FX/Rates Strategies, Excel/VBA, Cash Flow Modeling, Asset Backed Securities, C++, Financial Advisory, Automated Trading
Education
University of California, Berkeley, Haas School of Business 2007 — 2008
Master’s Degree, Financial Engineering
University of California, Davis 2003 — 2006
Master, Engineering
University of Science and Technology of China 1999 — 2003
Bachelor, Electrical Engineering
CEFLS
SAIL Advisors - Fund of Hedge Funds (FoF) May 2013 - Present
RBS Americas - Corporate Finance & Risk Solutions March 2011 - May 2013
Standard & Poor's - Structured Finance - ABS Rating February 2010 - March 2011
Standard & Poor's - Quantitative Analytics / Model Quality Review April 2008 - March 2010
Lehman Brothers October 2007 - December 2007
Skills
Hedge Funds, Macro Analysis, Commodity Markets, Portfolio Management, Fixed Income, Derivatives, Interest Rate..., ABS, Corporate Finance, Investment Banking, Matlab, Swaps, Trading Strategies, Structured Products, Programming, FX/Rates Strategies, Excel/VBA, Cash Flow Modeling, Asset Backed Securities, C++, Financial Advisory, Automated Trading
Education
University of California, Berkeley, Haas School of Business 2007 — 2008
Master’s Degree, Financial Engineering
University of California, Davis 2003 — 2006
Master, Engineering
University of Science and Technology of China 1999 — 2003
Bachelor, Electrical Engineering
CEFLS
Clayton Tang Clayton Tang's Lehman Brothers Experience August 2006 - September 2008
Job
Industry Information Technology and Services
Experience
Royal Bank of Scotland November 2014 - Present
Royal Bank of Canada Capital Markets January 2011 - June 2014
Barclays Capital September 2008 - January 2011
Lehman Brothers August 2006 - September 2008
Deutsche Bank January 2003 - August 2006
Deutsche Bank June 1998 - January 2003
IBM June 1995 - June 1998
Skills
Market Data, Equities, Trading, Low Latency, Exchange Connectivity, Infrastructure, Order Management, Change Management, Strategy, Release Management, Trading Systems, Problem Management, Electronic Trading, Investment Banking, Fixed Income, Unix, Sybase, Equity Derivatives, Equity Trading, IT Outsourcing, Capital Markets
Education
University of California, Davis
Bachelor's Degree, Computer Science
Royal Bank of Scotland November 2014 - Present
Royal Bank of Canada Capital Markets January 2011 - June 2014
Barclays Capital September 2008 - January 2011
Lehman Brothers August 2006 - September 2008
Deutsche Bank January 2003 - August 2006
Deutsche Bank June 1998 - January 2003
IBM June 1995 - June 1998
Skills
Market Data, Equities, Trading, Low Latency, Exchange Connectivity, Infrastructure, Order Management, Change Management, Strategy, Release Management, Trading Systems, Problem Management, Electronic Trading, Investment Banking, Fixed Income, Unix, Sybase, Equity Derivatives, Equity Trading, IT Outsourcing, Capital Markets
Education
University of California, Davis
Bachelor's Degree, Computer Science
Brian Benitez Brian Benitez's Lehman Brothers Experience September 2005 - October 2008
Job Director, Media Playback at Major League Baseball Advanced Media
Industry Internet
Experience
Major League Baseball Advanced Media December 2014 - Present
- August 1991 - Present
Piksel Inc. June 2013 - July 2014
Cinchcast February 2011 - January 2013
Grab Networks (formerly Anystream) March 2010 - October 2010
The FeedRoom / KIT digital October 2008 - February 2010
Lehman Brothers September 2005 - October 2008
Network Syndicate / Beta Lounge October 1997 - December 2006
SmashTV August 2000 - December 2003
GiveMeTalk January 1999 - August 2000
Skills
Product Management, Program Management, Business Strategy, Software Project..., Strategic Planning, Pricing Strategy, Webcasting, Digital Media, Interactive TV, Technology Research, Web Content Management, Professional Audio, Digital Video, Entertainment Technology, Technical Writing, Broadcast Engineering, Web Project Management, Requirements..., User Interface, User Experience, Encoding, Online Video, Streaming Media, Technical Documentation, Team Management, Online Publishing, Digital Asset Management, Web Video, Mobile Applications, SEO, User Research, Market Research, Writing, Video Production, Audio Engineering, Systems Analysis, Process Improvement, Analytics, Agile Methodologies, Mobile Product..., Product Development, Start-ups, Entrepreneurship, Social Media, Ffmpeg, User Interface Design, Content Strategy, New Media, Strategic Partnerships, Software Development
Education
University of California at Berkeley 1988 — 1993
BA, English
Major League Baseball Advanced Media December 2014 - Present
- August 1991 - Present
Piksel Inc. June 2013 - July 2014
Cinchcast February 2011 - January 2013
Grab Networks (formerly Anystream) March 2010 - October 2010
The FeedRoom / KIT digital October 2008 - February 2010
Lehman Brothers September 2005 - October 2008
Network Syndicate / Beta Lounge October 1997 - December 2006
SmashTV August 2000 - December 2003
GiveMeTalk January 1999 - August 2000
Skills
Product Management, Program Management, Business Strategy, Software Project..., Strategic Planning, Pricing Strategy, Webcasting, Digital Media, Interactive TV, Technology Research, Web Content Management, Professional Audio, Digital Video, Entertainment Technology, Technical Writing, Broadcast Engineering, Web Project Management, Requirements..., User Interface, User Experience, Encoding, Online Video, Streaming Media, Technical Documentation, Team Management, Online Publishing, Digital Asset Management, Web Video, Mobile Applications, SEO, User Research, Market Research, Writing, Video Production, Audio Engineering, Systems Analysis, Process Improvement, Analytics, Agile Methodologies, Mobile Product..., Product Development, Start-ups, Entrepreneurship, Social Media, Ffmpeg, User Interface Design, Content Strategy, New Media, Strategic Partnerships, Software Development
Education
University of California at Berkeley 1988 — 1993
BA, English
Jonathan Whitcher Jonathan Whitcher's Lehman Brothers Experience March 2007 - January 2008
Job Business Systems Analyst at Elavon
Industry Information Technology and Services
Experience
Elavon April 2008 - Present
Lehman Brothers March 2007 - January 2008
Nelnet March 2000 - March 2007
Great-West Healthcare October 1998 - March 2000
Sallie Mae April 1990 - June 1998
Skills
Business Analysis, SQL, .NET, SDLC, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, User Acceptance Testing, Vendor Management, Software Project..., SharePoint, Process Improvement, Agile Methodologies, Microsoft SQL Server, Payments, Banking
Education
University of California, Santa Barbara 1985 — 1987
Bachelor of Arts (B.A.), International Relations and Affairs
Elavon April 2008 - Present
Lehman Brothers March 2007 - January 2008
Nelnet March 2000 - March 2007
Great-West Healthcare October 1998 - March 2000
Sallie Mae April 1990 - June 1998
Skills
Business Analysis, SQL, .NET, SDLC, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, User Acceptance Testing, Vendor Management, Software Project..., SharePoint, Process Improvement, Agile Methodologies, Microsoft SQL Server, Payments, Banking
Education
University of California, Santa Barbara 1985 — 1987
Bachelor of Arts (B.A.), International Relations and Affairs
Joseph Cheng Joseph Cheng's Lehman Brothers Experience June 2003 - August 2004
Job
Industry Information Technology and Services
Experience
Kenandy, Inc. June 2014 - Present
eCoupons.com June 2013 - June 2014
Apple June 2012 - August 2012
Ernst & Young September 2009 - August 2011
Accenture October 2004 - 2009
Lehman Brothers June 2003 - August 2004
Skills
Management Consulting, Databases, SQL, Business Strategy, Business Advisory, Testing, Vendor Management, Product Management, Strategy, Analytics, SDLC, Project Management, Analysis, Start-ups, ERP, Process Improvement, Cross-functional Team..., Enterprise Software, Cloud Computing, SaaS, Management, Business Intelligence, E-commerce, Product Marketing, Leadership, Consulting, Mobile Devices
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
MBA, Business Administration and Management, General
New York University - Leonard N. Stern School of Business 2000 — 2004
BS Cum Laude, Finance, Information Systems
Stuyvesant High School 1996 — 2000
High School Diploma, Honors
Kenandy, Inc. June 2014 - Present
eCoupons.com June 2013 - June 2014
Apple June 2012 - August 2012
Ernst & Young September 2009 - August 2011
Accenture October 2004 - 2009
Lehman Brothers June 2003 - August 2004
Skills
Management Consulting, Databases, SQL, Business Strategy, Business Advisory, Testing, Vendor Management, Product Management, Strategy, Analytics, SDLC, Project Management, Analysis, Start-ups, ERP, Process Improvement, Cross-functional Team..., Enterprise Software, Cloud Computing, SaaS, Management, Business Intelligence, E-commerce, Product Marketing, Leadership, Consulting, Mobile Devices
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
MBA, Business Administration and Management, General
New York University - Leonard N. Stern School of Business 2000 — 2004
BS Cum Laude, Finance, Information Systems
Stuyvesant High School 1996 — 2000
High School Diploma, Honors
Rafi Ghazarian Rafi Ghazarian's Lehman Brothers Experience April 2006 - December 2007
Job VP Application Development at Greenlight Loans
Industry Computer Software
Experience
Saddleback Church March 2015 - Present
Medoxi Software Solutions June 2011 - Present
Greenlight Loans June 2014 - March 2015
RPR 2011 - 2012
Private Access, Inc. April 2008 - June 2011
Lehman Brothers April 2006 - December 2007
BNC Mortgage 2006 - 2007
Bank of America September 2005 - April 2006
Finance America 2004 - 2005
FieldCentrix, Inc 1998 - 2004
Skills
SDLC, Enterprise Software, Software Development, Leadership, IT Strategy, SQL, Agile Methodologies, Business Analysis, C#, System Architecture, REST, Enterprise Architecture, Start-ups, ASP.NET, Business Intelligence, ERP, CRM, Data Warehousing, Web Services, XML, Cloud Computing, SOA, Architecture, Web Development, ASP.NET MVC, Data Modeling, Software Architectural..., Software Solution..., MongoDB, Microsoft SQL Server, Azure, Amazon EC2, IT Solutions, CSS Javascript, Web Content Management, CMS, XML Schema, XSLT, Identity Federation, Identity Management, Cryptography, Executive Reporting, Consolidated Reporting, SQL Azure, Windows Azure, Mobile Product..., Business Process
Education
University of California, Irvine 1998 — 2000
Bachelor of Science (BS), Computer and Information Sciences, General
Karen Yeppe Jemaran 1989 — 1992
Saddleback Church March 2015 - Present
Medoxi Software Solutions June 2011 - Present
Greenlight Loans June 2014 - March 2015
RPR 2011 - 2012
Private Access, Inc. April 2008 - June 2011
Lehman Brothers April 2006 - December 2007
BNC Mortgage 2006 - 2007
Bank of America September 2005 - April 2006
Finance America 2004 - 2005
FieldCentrix, Inc 1998 - 2004
Skills
SDLC, Enterprise Software, Software Development, Leadership, IT Strategy, SQL, Agile Methodologies, Business Analysis, C#, System Architecture, REST, Enterprise Architecture, Start-ups, ASP.NET, Business Intelligence, ERP, CRM, Data Warehousing, Web Services, XML, Cloud Computing, SOA, Architecture, Web Development, ASP.NET MVC, Data Modeling, Software Architectural..., Software Solution..., MongoDB, Microsoft SQL Server, Azure, Amazon EC2, IT Solutions, CSS Javascript, Web Content Management, CMS, XML Schema, XSLT, Identity Federation, Identity Management, Cryptography, Executive Reporting, Consolidated Reporting, SQL Azure, Windows Azure, Mobile Product..., Business Process
Education
University of California, Irvine 1998 — 2000
Bachelor of Science (BS), Computer and Information Sciences, General
Karen Yeppe Jemaran 1989 — 1992
Mary Ann Luan Hasenstab Mary Ann Luan Hasenstab's Lehman Brothers Experience June 2008 - August 2008
Job Berkeley MBA 2009
Industry Financial Services
Experience
Lehman Brothers June 2008 - August 2008
Franklin Templeton Investment 2002 - 2007
Deloitte & Touche June 2001 - August 2001
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA
University of California, Berkeley, Haas School of Business 1998 — 2002
B.S.
Homestead High School
Lehman Brothers June 2008 - August 2008
Franklin Templeton Investment 2002 - 2007
Deloitte & Touche June 2001 - August 2001
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA
University of California, Berkeley, Haas School of Business 1998 — 2002
B.S.
Homestead High School
Dr Christopher Renouf Dr Christopher Renouf's Lehman Brothers Experience January 1985 - February 2000
Job Banking Sector,
Industry Capital Markets
Experience
American Bank March 2011 - Present
Looking to acquire another business, As last one was sold January 2010 - January 2010
Lehman Brothers January 1985 - February 2000
Skills
Emerging Markets, Mergers, Strategic Planning, Private Equity, Business Strategy, Economics, Banking, Corporate Law, New Business Development, Financial Analysis, Public Speaking, Finance, Social Media, International..., International Relations
Education
Eaton
University of Cambridge
PPE, Politics philosophy Economics
American Bank March 2011 - Present
Looking to acquire another business, As last one was sold January 2010 - January 2010
Lehman Brothers January 1985 - February 2000
Skills
Emerging Markets, Mergers, Strategic Planning, Private Equity, Business Strategy, Economics, Banking, Corporate Law, New Business Development, Financial Analysis, Public Speaking, Finance, Social Media, International..., International Relations
Education
Eaton
University of Cambridge
PPE, Politics philosophy Economics
Shant Thomasian, CFA Shant Thomasian, CFA's Lehman Brothers Experience March 2005 - September 2008
Job Emerging Markets Credit Analyst
Industry Investment Management
Experience
Trust Company of the West June 2010 - Present
JP Morgan September 2008 - July 2009
Lehman Brothers March 2005 - September 2008
Skills
Fixed Income, Financial Modeling, Investments, Valuation, Equities, Cash Management, Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Investment Management, Emerging Markets
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance
University of California, San Diego
BS, Management Science
Trust Company of the West June 2010 - Present
JP Morgan September 2008 - July 2009
Lehman Brothers March 2005 - September 2008
Skills
Fixed Income, Financial Modeling, Investments, Valuation, Equities, Cash Management, Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Investment Management, Emerging Markets
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance
University of California, San Diego
BS, Management Science
Craig Schiffer Craig Schiffer's Lehman Brothers Experience 1978 - 1996
Job Tribeca Land & Cattle
Industry Financial Services
Experience
Sevara Partners January 2009 - Present
Dresdner Kleinwort Wasserstein 2003 - 2006
DKIB 2000 - 2003
Nomura 1997 - 2000
Lehman Brothers 1978 - 1996
Education
University of California, Santa Cruz 1976 — 1978
Sevara Partners January 2009 - Present
Dresdner Kleinwort Wasserstein 2003 - 2006
DKIB 2000 - 2003
Nomura 1997 - 2000
Lehman Brothers 1978 - 1996
Education
University of California, Santa Cruz 1976 — 1978
Avneet Kaur's Lehman Brothers Experience February 2005 - April 2006
Job Commercial Real Estate Lending
Industry Financial Services
Experience
Rosano Partners May 2015 - Present
GreenLake Investment Management LLC February 2014 - January 2015
Execuzen April 2006 - April 2009
Lehman Brothers February 2005 - April 2006
Skills
Refinance, Hotel/Motel Purchase, Hotel Financing, Hotel, Contract Negotiation, Motel, Hotel/Motel Loans, Hotel Contract..., Commercial Real Estate, Private Equity, Analysis, Strategy, Management, Market Research, Real Estate Transactions, Portfolio Management, Real Estate, Recruiting, Strategic Partnerships, Finance, Investments, Mergers & Acquisitions, Business Planning, Business Strategy, Due Diligence, Valuation, Executive Management, Sourcing, Lead Generation, Management Consulting, Investment Properties, Social Networking, Analytics, Marketing, Financial Structuring, Financial Services, Financial Modeling, Asset Management, Financial Analysis, Leadership, Real Estate Investment, Mergers, Real Estate Development, Negotiation, Organizational..., Strategic Planning, Capital Markets, Loans, Sales, Corporate Finance
Education
University of California, Los Angeles 2001 — 2003
BA, Political Science/ Psyc
University of California, Los Angeles 2001 — 2003
Bachelor’s Degree, Political Science and Government, A
Rosano Partners May 2015 - Present
GreenLake Investment Management LLC February 2014 - January 2015
Execuzen April 2006 - April 2009
Lehman Brothers February 2005 - April 2006
Skills
Refinance, Hotel/Motel Purchase, Hotel Financing, Hotel, Contract Negotiation, Motel, Hotel/Motel Loans, Hotel Contract..., Commercial Real Estate, Private Equity, Analysis, Strategy, Management, Market Research, Real Estate Transactions, Portfolio Management, Real Estate, Recruiting, Strategic Partnerships, Finance, Investments, Mergers & Acquisitions, Business Planning, Business Strategy, Due Diligence, Valuation, Executive Management, Sourcing, Lead Generation, Management Consulting, Investment Properties, Social Networking, Analytics, Marketing, Financial Structuring, Financial Services, Financial Modeling, Asset Management, Financial Analysis, Leadership, Real Estate Investment, Mergers, Real Estate Development, Negotiation, Organizational..., Strategic Planning, Capital Markets, Loans, Sales, Corporate Finance
Education
University of California, Los Angeles 2001 — 2003
BA, Political Science/ Psyc
University of California, Los Angeles 2001 — 2003
Bachelor’s Degree, Political Science and Government, A
Frank Filippis's Lehman Brothers Experience 1987 - 1996
Job Head of Advisor Facing Solutions
Industry Financial Services
Experience
Major Broker Dealer September 2013 - Present
Bank of America January 2010 - September 2013
Cutter Associates May 2006 - January 2010
Investrics Inc. May 2005 - January 2010
Merrill Lynch August 1999 - August 2005
Bankers Trust Company May 1996 - August 1999
Lehman Brothers 1987 - 1996
Skills
Business, Team Building, Organizational..., Strategic Vision, Financial Services, Mergers, Outsourcing, Mergers & Acquisitions, Portfolio Management, Business Process..., IT Strategy, Executive Management, Capital Markets, Fixed Income, Program Management, SDLC, Derivatives, Investment Management, Leadership, Back Office, Management, Business Analysis, Management Consulting, Trading Systems, Investments, Vendor Management, Equities, Hedge Funds, Risk Management, Asset Management, Trading, Financial Modeling, Electronic Trading, Securities, Investment Banking, Financial Markets, Market Risk, Options, Enterprise Architecture, Alternative Investments, Mutual Funds, Wealth Management, Strategy, Banking, Finance, Financial Risk, Information Technology, Integration, Financial Analysis, Relationship Management
Education
University of Central Florida 1982 — 1985
B.S.
Saint John's University 1981 — 1982
Major Broker Dealer September 2013 - Present
Bank of America January 2010 - September 2013
Cutter Associates May 2006 - January 2010
Investrics Inc. May 2005 - January 2010
Merrill Lynch August 1999 - August 2005
Bankers Trust Company May 1996 - August 1999
Lehman Brothers 1987 - 1996
Skills
Business, Team Building, Organizational..., Strategic Vision, Financial Services, Mergers, Outsourcing, Mergers & Acquisitions, Portfolio Management, Business Process..., IT Strategy, Executive Management, Capital Markets, Fixed Income, Program Management, SDLC, Derivatives, Investment Management, Leadership, Back Office, Management, Business Analysis, Management Consulting, Trading Systems, Investments, Vendor Management, Equities, Hedge Funds, Risk Management, Asset Management, Trading, Financial Modeling, Electronic Trading, Securities, Investment Banking, Financial Markets, Market Risk, Options, Enterprise Architecture, Alternative Investments, Mutual Funds, Wealth Management, Strategy, Banking, Finance, Financial Risk, Information Technology, Integration, Financial Analysis, Relationship Management
Education
University of Central Florida 1982 — 1985
B.S.
Saint John's University 1981 — 1982
Richard Grant Richard Grant's Lehman Brothers Experience July 2001 - June 2004
Job Founder & Managing Director at Touchdown Ventures
Industry Venture Capital & Private Equity
Experience
Touchdown Ventures August 2014 - Present
Comcast Ventures December 2010 - August 2014
Comcast Interactive Media (aka CIM) May 2007 - January 2011
Sony Pictures Entertainment July 2004 - June 2006
Lehman Brothers July 2001 - June 2004
Skills
Corporate Development, Mergers, Strategic Partnerships, Venture Capital, Financial Modeling, Start-ups, Product Management, Business Strategy, Entrepreneurship, Competitive Analysis, Business Development, Digital Media
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Strategic Management & Finance
University of California, Santa Barbara 1997 — 2001
BA, Business-Economics & Communication
Touchdown Ventures August 2014 - Present
Comcast Ventures December 2010 - August 2014
Comcast Interactive Media (aka CIM) May 2007 - January 2011
Sony Pictures Entertainment July 2004 - June 2006
Lehman Brothers July 2001 - June 2004
Skills
Corporate Development, Mergers, Strategic Partnerships, Venture Capital, Financial Modeling, Start-ups, Product Management, Business Strategy, Entrepreneurship, Competitive Analysis, Business Development, Digital Media
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Strategic Management & Finance
University of California, Santa Barbara 1997 — 2001
BA, Business-Economics & Communication
Nikhil Bhasin's Lehman Brothers Experience May 2008 - August 2008
Job Project Manager Markit
Industry Financial Services
Experience
Markit May 2013 - Present
Key Private Bank August 2011 - April 2013
KeyCorp February 2010 - August 2011
KeyCorp June 2009 - February 2010
Lehman Brothers May 2008 - August 2008
Skills
Agile Project Management, Business Analysis, Product Management, Investment Management, Project Management, Relationship Management, Team Leadership, Equities, User Experience, Software Project..., Kanban, Account Management, Investments, Scrum
Education
University of Colorado Boulder 2005 — 2009
Bachelor’s Degree, Economics & Psychology
Markit May 2013 - Present
Key Private Bank August 2011 - April 2013
KeyCorp February 2010 - August 2011
KeyCorp June 2009 - February 2010
Lehman Brothers May 2008 - August 2008
Skills
Agile Project Management, Business Analysis, Product Management, Investment Management, Project Management, Relationship Management, Team Leadership, Equities, User Experience, Software Project..., Kanban, Account Management, Investments, Scrum
Education
University of Colorado Boulder 2005 — 2009
Bachelor’s Degree, Economics & Psychology
Larry Cohen's Lehman Brothers Experience February 1999 - December 2003
Job Managing Director at Paulson Investment Company
Industry Venture Capital & Private Equity
Experience
Paulson Investment Company January 2013 - Present
Advanced Equities April 2009 - January 2013
The Maxim Group January 2004 - January 2007
Lehman Brothers February 1999 - December 2003
Skills
Private Equity, Equities, Investments, Venture Capital, Wealth Management, Alternative Investments, Strategy, Investment Banking, Valuation, Cleantech, Due Diligence, Risk Management, Emerging Markets, Mergers & Acquisitions, Capital Markets, Private Placements, Financial Structuring, Trading, Asset Management, Hedge Funds, Financial Modeling, Portfolio Management, Options, Securities, Entrepreneurship, Corporate Finance, Financial Markets, Start-ups, Capital Raising
Education
University of California, Los Angeles 1976 — 1980
bach, business
Paulson Investment Company January 2013 - Present
Advanced Equities April 2009 - January 2013
The Maxim Group January 2004 - January 2007
Lehman Brothers February 1999 - December 2003
Skills
Private Equity, Equities, Investments, Venture Capital, Wealth Management, Alternative Investments, Strategy, Investment Banking, Valuation, Cleantech, Due Diligence, Risk Management, Emerging Markets, Mergers & Acquisitions, Capital Markets, Private Placements, Financial Structuring, Trading, Asset Management, Hedge Funds, Financial Modeling, Portfolio Management, Options, Securities, Entrepreneurship, Corporate Finance, Financial Markets, Start-ups, Capital Raising
Education
University of California, Los Angeles 1976 — 1980
bach, business
Philip Moon Philip Moon's Lehman Brothers Experience June 2006 - August 2006
Job Finance at Shift Technologies.
Industry Information Technology and Services
Experience
Shift Technologies, Inc. June 2015 - Present
Square January 2014 - June 2015
Empyrean Capital Partners August 2011 - December 2013
TPG Capital August 2009 - July 2011
Morgan Stanley July 2007 - June 2009
Lehman Brothers June 2006 - August 2006
Skills
Investment Banking, Private Equity, Hedge Funds, Finance, Strategy, Financial Modeling
Education
University of California, Berkeley 2003 — 2007
Bachelor's Degree, Economics, Computer Science
Shift Technologies, Inc. June 2015 - Present
Square January 2014 - June 2015
Empyrean Capital Partners August 2011 - December 2013
TPG Capital August 2009 - July 2011
Morgan Stanley July 2007 - June 2009
Lehman Brothers June 2006 - August 2006
Skills
Investment Banking, Private Equity, Hedge Funds, Finance, Strategy, Financial Modeling
Education
University of California, Berkeley 2003 — 2007
Bachelor's Degree, Economics, Computer Science
Adam J. Gould, CFP®'s Lehman Brothers Experience August 2006 - September 2008
Job
Industry Investment Management
Experience
Robert W. Baird & Co. April 2013 - October 2013
Makai Ventures LLC June 2012 - April 2013
Barclays Wealth and Investment Management August 2006 - September 2011
Lehman Brothers August 2006 - September 2008
Credit Suisse June 2006 - August 2006
Ameriprise Financial December 2005 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Income, Structured Products, Equities, Asset Management, Portfolio Management, Derivatives, Trading, Mutual Funds, Bonds, Options, ETFs, Investment Advisory, Equity Derivatives, Commodities, Securities, Municipal Bonds, Wealth Management, Investment Management, Financial Markets, Private Equity, Emerging Markets, Hedging, Stocks, Equity Trading, Retirement Planning, Technical Analysis, Estate Planning, Asset Managment, Hedge Funds, Commodity, Series 7
Education
University of California, San Diego
Bachelor's Degree, International Relations, 3.5
University of California, Los Angeles
Certificate, Financial Planning
Robert W. Baird & Co. April 2013 - October 2013
Makai Ventures LLC June 2012 - April 2013
Barclays Wealth and Investment Management August 2006 - September 2011
Lehman Brothers August 2006 - September 2008
Credit Suisse June 2006 - August 2006
Ameriprise Financial December 2005 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Income, Structured Products, Equities, Asset Management, Portfolio Management, Derivatives, Trading, Mutual Funds, Bonds, Options, ETFs, Investment Advisory, Equity Derivatives, Commodities, Securities, Municipal Bonds, Wealth Management, Investment Management, Financial Markets, Private Equity, Emerging Markets, Hedging, Stocks, Equity Trading, Retirement Planning, Technical Analysis, Estate Planning, Asset Managment, Hedge Funds, Commodity, Series 7
Education
University of California, San Diego
Bachelor's Degree, International Relations, 3.5
University of California, Los Angeles
Certificate, Financial Planning
Sagiv Rosano Sagiv Rosano's Lehman Brothers Experience 2000 - 2003
Job Executive Managing Director, President
Industry Commercial Real Estate
Experience
Rosano Partners 2006 - Present
Marcus & Millichap 2003 - 2006
Lehman Brothers 2000 - 2003
The Israeli Armed Forces 1990 - 1997
Skills
Driving Results, Commercial Real Estate, Negotiation, Shopping Centers, Real Estate, Disposition, Investments, Real Estate Economics, Real Estate Transactions, Asset Managment, Investment Properties, Property Management, Financial Analysis, Brokerage, Real Estate Financing, Underwriting, Real Estate Development, Due Diligence, Investors, Finance, Asset Management, REO, Portfolio Management, Residential Homes, Location Intelligence, Business Coaching, Acquisitions, Tenant Representation, Investment Sales, Market Analysis, Valuation, Lease Negotiations, Corporate Real Estate, Sellers, Mergers & Acquisitions, Marketing, Tenant, Property, Short Sales, Mortgage Lending, Sales, Loans, Dispositions
Education
IDF Officer School
Military
University of California, Los Angeles
BA, Business & Economics
Rosano Partners 2006 - Present
Marcus & Millichap 2003 - 2006
Lehman Brothers 2000 - 2003
The Israeli Armed Forces 1990 - 1997
Skills
Driving Results, Commercial Real Estate, Negotiation, Shopping Centers, Real Estate, Disposition, Investments, Real Estate Economics, Real Estate Transactions, Asset Managment, Investment Properties, Property Management, Financial Analysis, Brokerage, Real Estate Financing, Underwriting, Real Estate Development, Due Diligence, Investors, Finance, Asset Management, REO, Portfolio Management, Residential Homes, Location Intelligence, Business Coaching, Acquisitions, Tenant Representation, Investment Sales, Market Analysis, Valuation, Lease Negotiations, Corporate Real Estate, Sellers, Mergers & Acquisitions, Marketing, Tenant, Property, Short Sales, Mortgage Lending, Sales, Loans, Dispositions
Education
IDF Officer School
Military
University of California, Los Angeles
BA, Business & Economics
Janet Mansinne Janet Mansinne's Lehman Brothers Experience June 1999 - September 1999
Job Strategic Sales, Relationship Management, Account Management
Industry Management Consulting
Experience
M Squared Consulting a SolomonEdwards Company July 2013 - Present
M Squared Consulting July 2003 - July 2013
Charles Schwab June 2001 - October 2002
Charles Schwab August 2000 - September 2001
Cerveceria Quilmes 2000 - 2000
Lehman Brothers June 1999 - September 1999
Y A R Communications March 1994 - June 1998
San Francisco Chamber of Commerce September 1993 - December 1993
San Francisco Chamber of Commerce March 1990 - January 1993
Geochem, Ltd January 1989 - December 1989
Skills
New Business Development, Product Management, Cross-functional Team..., Business Strategy, Strategy, Program Management, CRM, Strategic Planning, Business Development, Strategic Partnerships, Marketing Communications, Competitive Analysis, Leadership, Sales, Salesforce.com, Mergers & Acquisitions, Brand Management, Start-ups, Change Management, Marketing Management, Analytics, Management, Human Resources, Entrepreneurship, Team Building, Risk Management, Process Improvement, Enterprise Software, Product Marketing, Consulting, Professional Services, Executive Management, Go-to-market Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, International Business, Organizational Development, Marketing
Miramonte High School
St. Giles
CELTA, Multilingual communications instruction
University of California, Los Angeles
BS, Cum Laude, Communications - Mass Media
M Squared Consulting a SolomonEdwards Company July 2013 - Present
M Squared Consulting July 2003 - July 2013
Charles Schwab June 2001 - October 2002
Charles Schwab August 2000 - September 2001
Cerveceria Quilmes 2000 - 2000
Lehman Brothers June 1999 - September 1999
Y A R Communications March 1994 - June 1998
San Francisco Chamber of Commerce September 1993 - December 1993
San Francisco Chamber of Commerce March 1990 - January 1993
Geochem, Ltd January 1989 - December 1989
Skills
New Business Development, Product Management, Cross-functional Team..., Business Strategy, Strategy, Program Management, CRM, Strategic Planning, Business Development, Strategic Partnerships, Marketing Communications, Competitive Analysis, Leadership, Sales, Salesforce.com, Mergers & Acquisitions, Brand Management, Start-ups, Change Management, Marketing Management, Analytics, Management, Human Resources, Entrepreneurship, Team Building, Risk Management, Process Improvement, Enterprise Software, Product Marketing, Consulting, Professional Services, Executive Management, Go-to-market Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, International Business, Organizational Development, Marketing
Miramonte High School
St. Giles
CELTA, Multilingual communications instruction
University of California, Los Angeles
BS, Cum Laude, Communications - Mass Media
Timothy Stark Timothy Stark's Lehman Brothers Experience July 2002 - September 2007
Job Equity Analytics at Capital Group
Industry
Experience
Capital Group January 2008 - Present
Lehman Brothers July 2002 - September 2007
Lehman Brothers June 2000 - June 2002
Goldman Sachs June 1998 - June 2000
United States Marine Corps 1989 - 1995
Skills
Analytics, Equities, Trading, Portfolio Management, Risk Management, Analysis
Education
UCLA 1996 — 1998
B.A., Economics
UCLA 1996 — 1998
B.A., Political Science
Capital Group January 2008 - Present
Lehman Brothers July 2002 - September 2007
Lehman Brothers June 2000 - June 2002
Goldman Sachs June 1998 - June 2000
United States Marine Corps 1989 - 1995
Skills
Analytics, Equities, Trading, Portfolio Management, Risk Management, Analysis
Education
UCLA 1996 — 1998
B.A., Economics
UCLA 1996 — 1998
B.A., Political Science
Sun Migliacci Sun Migliacci's Lehman Brothers Experience December 2005 - September 2008
Job Principal at Varitus Ltd
Industry Investment Management
Experience
Varitus Ltd April 2013 - Present
Maggie & Rose November 2012 - March 2013
Yanik Allard Architecture + Design August 2011 - March 2012
Credit Suisse Securities (USA), LLC September 2008 - December 2010
SG Designs October 2005 - December 2010
SKY Total Property Management, LLC July 2004 - December 2008
Lehman Brothers December 2005 - September 2008
E. Ferucci Designs September 2001 - July 2004
La Jolla Economics May 2000 - March 2001
Skills
Real Estate License, Property development, General Securities..., Registered Investment..., FINRA Series 3, Series 7, Series 63, Series 66, US Equities, Fixed Income, Alternative Investments, Project Management, Bloomberg, Stock Trading, Asset Management, Microsoft Excel, Reporting & Analysis, Financial Modeling, Multi Tasking, Business Strategy, Executive Support, Hedge Funds, Market Research, Management, Securities, Interior Design, Architecture, FINRA, Uniform Combined State..., Asset Allocation, Investments
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), International Business Education and Reasearch (IBEAR)
University of California, San Diego 1994 — 1998
Bachelor of Arts (B.A.), Economics
Varitus Ltd April 2013 - Present
Maggie & Rose November 2012 - March 2013
Yanik Allard Architecture + Design August 2011 - March 2012
Credit Suisse Securities (USA), LLC September 2008 - December 2010
SG Designs October 2005 - December 2010
SKY Total Property Management, LLC July 2004 - December 2008
Lehman Brothers December 2005 - September 2008
E. Ferucci Designs September 2001 - July 2004
La Jolla Economics May 2000 - March 2001
Skills
Real Estate License, Property development, General Securities..., Registered Investment..., FINRA Series 3, Series 7, Series 63, Series 66, US Equities, Fixed Income, Alternative Investments, Project Management, Bloomberg, Stock Trading, Asset Management, Microsoft Excel, Reporting & Analysis, Financial Modeling, Multi Tasking, Business Strategy, Executive Support, Hedge Funds, Market Research, Management, Securities, Interior Design, Architecture, FINRA, Uniform Combined State..., Asset Allocation, Investments
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), International Business Education and Reasearch (IBEAR)
University of California, San Diego 1994 — 1998
Bachelor of Arts (B.A.), Economics
Michelle Casbon Michelle Casbon's Lehman Brothers Experience January 2007 - September 2008
Job Senior Data Science Engineer at Idibon
Industry Computer Software
Experience
Idibon June 2015 - Present
HEB Grocery May 2013 - June 2015
Schumacher Group November 2011 - April 2013
John Chance Land Surveys, Inc. September 2009 - November 2011
Lehman Brothers January 2007 - September 2008
arvato systems, Bertelsmann October 2005 - January 2007
Skills
ETL, Perl, Microsoft SQL Server, Shell Scripting, C#, Business Intelligence, SQL, Sybase, Databases, Informatica, Data Warehousing, Software Development, Data Integration, SSIS, Microstrategy, Hadoop, Cloud Computing, Linux, C++, Python, Git, Autosys, Subversion, Database Design, Teradata, Data Modeling, Unix Shell Scripting, SSRS, Django, Magento, TFS, Amazon Web Services..., LiDAR, Trimble GPS, Digital Image Processing, CVS, svn, MapReduce, Unix, Integration, Apache Spark, Scala
Education
University of Cambridge 2008 — 2009
Master of Philosophy (MPhil), Computer Speech, Text, and Internet Technology
University of Louisiana at Lafayette 2001 — 2005
Bachelor of Science (BSc), Computer Science
Idibon June 2015 - Present
HEB Grocery May 2013 - June 2015
Schumacher Group November 2011 - April 2013
John Chance Land Surveys, Inc. September 2009 - November 2011
Lehman Brothers January 2007 - September 2008
arvato systems, Bertelsmann October 2005 - January 2007
Skills
ETL, Perl, Microsoft SQL Server, Shell Scripting, C#, Business Intelligence, SQL, Sybase, Databases, Informatica, Data Warehousing, Software Development, Data Integration, SSIS, Microstrategy, Hadoop, Cloud Computing, Linux, C++, Python, Git, Autosys, Subversion, Database Design, Teradata, Data Modeling, Unix Shell Scripting, SSRS, Django, Magento, TFS, Amazon Web Services..., LiDAR, Trimble GPS, Digital Image Processing, CVS, svn, MapReduce, Unix, Integration, Apache Spark, Scala
Education
University of Cambridge 2008 — 2009
Master of Philosophy (MPhil), Computer Speech, Text, and Internet Technology
University of Louisiana at Lafayette 2001 — 2005
Bachelor of Science (BSc), Computer Science
Pedro A. Fernández's Lehman Brothers Experience July 1994 - August 1998
Job Business Development and Sales
Industry Renewables & Environment
Experience
Ferz Capital August 2010 - Present
Enermix May 2008 - July 2010
Pali Capital Inc. January 2005 - April 2008
Merrill Lynch Banque Suisse January 2004 - December 2004
Credit Suisse First Boston July 2001 - October 2003
PaineWebber / UBS January 1999 - December 2000
Lehman Brothers July 1994 - August 1998
Salomon Brothers June 1993 - August 1993
Skills
Emerging Markets, Investment Management, Alternative Investments, Investment Banking, Business Development, Private Banking, Product Management, Sales, Alternative Energy, Agricultural Production, Market Development, Solar Energy, Capital Raising
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
Bachelor of Science (B.S.), Business Administration - Finance, Honors, 3.77 GPA
Ferz Capital August 2010 - Present
Enermix May 2008 - July 2010
Pali Capital Inc. January 2005 - April 2008
Merrill Lynch Banque Suisse January 2004 - December 2004
Credit Suisse First Boston July 2001 - October 2003
PaineWebber / UBS January 1999 - December 2000
Lehman Brothers July 1994 - August 1998
Salomon Brothers June 1993 - August 1993
Skills
Emerging Markets, Investment Management, Alternative Investments, Investment Banking, Business Development, Private Banking, Product Management, Sales, Alternative Energy, Agricultural Production, Market Development, Solar Energy, Capital Raising
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
Bachelor of Science (B.S.), Business Administration - Finance, Honors, 3.77 GPA
Arvin Vohra's Lehman Brothers Experience May 2007 - September 2008
Job CoCEO at Redaptive, Inc.
Industry Renewables & Environment
Experience
Redaptive, Inc. July 2014 - Present
Enlighted inc September 2011 - June 2014
Barclays Capital September 2008 - September 2011
Lehman Brothers May 2007 - September 2008
Northrop Grumman June 2003 - August 2006
Skills
Renewable Energy, Economics, Project Finance, Statistics, Structured Finance, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Investments, Finance, Energy, Corporate Finance, Data Analysis, Business Development, Mergers, Start-ups, Strategic Planning, Strategy, Entrepreneurship, Mergers & Acquisitions, Private Equity, Venture Capital, Capital Markets, Investment Banking
Education
University of California, Berkeley
Bachelors, Economics, Statistics
Redaptive, Inc. July 2014 - Present
Enlighted inc September 2011 - June 2014
Barclays Capital September 2008 - September 2011
Lehman Brothers May 2007 - September 2008
Northrop Grumman June 2003 - August 2006
Skills
Renewable Energy, Economics, Project Finance, Statistics, Structured Finance, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Investments, Finance, Energy, Corporate Finance, Data Analysis, Business Development, Mergers, Start-ups, Strategic Planning, Strategy, Entrepreneurship, Mergers & Acquisitions, Private Equity, Venture Capital, Capital Markets, Investment Banking
Education
University of California, Berkeley
Bachelors, Economics, Statistics
Amir ElTabib Amir ElTabib's Lehman Brothers Experience July 2008 - September 2008
Job MobileDay Business Specialist
Industry Information Technology and Services
Experience
MobileDay July 2014 - Present
TalentRiot January 2014 - June 2014
Intellectual Ventures July 2010 - May 2013
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Skills
Valuation, Private Equity, Financial Modeling, Due Diligence, Investment Banking, Investments, Entrepreneurship, Acquisition Integration, Strategy, Corporate Development, Equities, Business Valuation, Mergers & Acquisitions, Licensing, Emerging Markets, Corporate Finance, Bloomberg, Financial Analysis, Divestitures, Portfolio Management, Start-ups, Business Strategy, Competitive Analysis, M&A experience, Finance, Capital Markets, Venture Capital, Hedge Funds, Investor Relations, Executive Management, Equity Research, Business Development
Education
University of Colorado Boulder 2003 — 2008
BS / BA, Business Administration (finance) / Political Science
University of Colorado at Boulder - Leeds School of Business 2003 — 2008
BS in Business Administration (Finance) / BA in Political Science
MobileDay July 2014 - Present
TalentRiot January 2014 - June 2014
Intellectual Ventures July 2010 - May 2013
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Skills
Valuation, Private Equity, Financial Modeling, Due Diligence, Investment Banking, Investments, Entrepreneurship, Acquisition Integration, Strategy, Corporate Development, Equities, Business Valuation, Mergers & Acquisitions, Licensing, Emerging Markets, Corporate Finance, Bloomberg, Financial Analysis, Divestitures, Portfolio Management, Start-ups, Business Strategy, Competitive Analysis, M&A experience, Finance, Capital Markets, Venture Capital, Hedge Funds, Investor Relations, Executive Management, Equity Research, Business Development
Education
University of Colorado Boulder 2003 — 2008
BS / BA, Business Administration (finance) / Political Science
University of Colorado at Boulder - Leeds School of Business 2003 — 2008
BS in Business Administration (Finance) / BA in Political Science
Howard Chung Howard Chung's Lehman Brothers Experience 2008 - 2008
Job Real Estate Private Equity at Cornerstone
Industry Investment Management
Experience
Cornerstone Real Estate Advisers 2014 - Present
Barclays Capital 2011 - 2014
Nomura 2010 - 2011
HCP 2009 - 2010
The Wharton School, University of Pennsylvania 2008 - 2009
Lehman Brothers 2008 - 2008
Cornerstone Real Estate Advisers 2004 - 2007
Actus Lend Lease 2003 - 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Real Estate, Multinational Management
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2003
BS, Business Administration
Cerritos High School 1995 — 1999
Cornerstone Real Estate Advisers 2014 - Present
Barclays Capital 2011 - 2014
Nomura 2010 - 2011
HCP 2009 - 2010
The Wharton School, University of Pennsylvania 2008 - 2009
Lehman Brothers 2008 - 2008
Cornerstone Real Estate Advisers 2004 - 2007
Actus Lend Lease 2003 - 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Real Estate, Multinational Management
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2003
BS, Business Administration
Cerritos High School 1995 — 1999
Jeffrey Graff, CFA Jeffrey Graff, CFA's Lehman Brothers Experience June 2000 - January 2002
Job Vice President of Treasury at Adventist Health System
Industry Hospital & Health Care
Experience
Adventist Health System March 2014 - Present
Bank of America August 2005 - February 2014
SunTrust Corporate & Investment Banking January 2002 - August 2005
Lehman Brothers June 2000 - January 2002
Skills
Credit Analysis, Portfolio Management, Credit, Commercial Banking, Banking, Financial Modeling, Loans, Commercial Lending, Underwriting, Investments, Financial Analysis, Bonds, Equities, Valuation, Middle Market
Education
University of Central Florida - College of Business Administration 1997 — 2000
Bachelor of Science (B.S.), Finance
Adventist Health System March 2014 - Present
Bank of America August 2005 - February 2014
SunTrust Corporate & Investment Banking January 2002 - August 2005
Lehman Brothers June 2000 - January 2002
Skills
Credit Analysis, Portfolio Management, Credit, Commercial Banking, Banking, Financial Modeling, Loans, Commercial Lending, Underwriting, Investments, Financial Analysis, Bonds, Equities, Valuation, Middle Market
Education
University of Central Florida - College of Business Administration 1997 — 2000
Bachelor of Science (B.S.), Finance
Manuel Manny Rodriguez Manuel Manny Rodriguez's Lehman Brothers Experience 2007 - 2009
Job Sales at QMatic
Industry Computer Software
Experience
Qmatic 2012 - Present
TNP, LLC 2011 - 2012
DSSC 2009 - 2011
Lehman Brothers 2007 - 2009
First Steet Financial 2003 - 2007
Washington Mutual 1999 - 2003
Skills
B2B, Selling, Wholesale Sales, New Business Development, Sales Management, Account Management, Key Account Management, Negotiation, Sales Process, Business Strategy, Wholesale, Consultative Selling, Competitive Analysis, Solution Selling, Customer Centricity, Sales Operations, Business Development, SaaS, Mergers & Acquisitions, Process Improvement, Customer Satisfaction, Finance, Sales, Recruiting, Team Building, Retail, CRM, Marketing Strategy, Strategic Planning, Leadership, Management, Direct Sales, Operations Management, Project Management, Coaching, Program Management, Salesforce.com, Sales Presentations, Start-ups, Strategy, Marketing, Consulting, Investments, Business Intelligence
Education
University of California, Irvine 1993 — 1997
BA, Economics / Business Administration
University of California, Santa Barbara
Bachelor of Science, Economics
Qmatic 2012 - Present
TNP, LLC 2011 - 2012
DSSC 2009 - 2011
Lehman Brothers 2007 - 2009
First Steet Financial 2003 - 2007
Washington Mutual 1999 - 2003
Skills
B2B, Selling, Wholesale Sales, New Business Development, Sales Management, Account Management, Key Account Management, Negotiation, Sales Process, Business Strategy, Wholesale, Consultative Selling, Competitive Analysis, Solution Selling, Customer Centricity, Sales Operations, Business Development, SaaS, Mergers & Acquisitions, Process Improvement, Customer Satisfaction, Finance, Sales, Recruiting, Team Building, Retail, CRM, Marketing Strategy, Strategic Planning, Leadership, Management, Direct Sales, Operations Management, Project Management, Coaching, Program Management, Salesforce.com, Sales Presentations, Start-ups, Strategy, Marketing, Consulting, Investments, Business Intelligence
Education
University of California, Irvine 1993 — 1997
BA, Economics / Business Administration
University of California, Santa Barbara
Bachelor of Science, Economics
Jeff Wipperman's Lehman Brothers Experience July 1993 - October 1994
Job Principal at Power Group
Industry Insurance
Experience
Power Group Companies June 1995 - Present
PowerGroup Basketball September 2009 - Present
Power Group Benefits 1995 - Present
Sutro & Company October 1994 - April 1995
Lehman Brothers July 1993 - October 1994
Skills
Healthcare, Compliance, Benefits, Insurance, Risk Management, Salesforce.com, Sales Operations, Strategic Leadership, Healthcare Analytics, Benefits Administration, Employee Benefits, Health Insurance, Health Care Reform, FMLA, Process Improvement, Leadership, New Business Development, Human Resources, Health Savings Accounts, CRM, COBRA, Consulting, Strategic Planning, Disability Insurance, Life Insurance, Workers Compensation, Marketing, Term Life Insurance, Brokers, Underwriting, 401k, Medicare, Property & Casualty..., Long-term Care, Commercial Insurance, Retirement, Group Insurance, Claim, Professional Liability, Critical Illness, Health Policy, Managed Care
Education
University of California, Davis 1990 — 1992
BA, Economics
gardner edgerton 1983 — 1987
Power Group Companies June 1995 - Present
PowerGroup Basketball September 2009 - Present
Power Group Benefits 1995 - Present
Sutro & Company October 1994 - April 1995
Lehman Brothers July 1993 - October 1994
Skills
Healthcare, Compliance, Benefits, Insurance, Risk Management, Salesforce.com, Sales Operations, Strategic Leadership, Healthcare Analytics, Benefits Administration, Employee Benefits, Health Insurance, Health Care Reform, FMLA, Process Improvement, Leadership, New Business Development, Human Resources, Health Savings Accounts, CRM, COBRA, Consulting, Strategic Planning, Disability Insurance, Life Insurance, Workers Compensation, Marketing, Term Life Insurance, Brokers, Underwriting, 401k, Medicare, Property & Casualty..., Long-term Care, Commercial Insurance, Retirement, Group Insurance, Claim, Professional Liability, Critical Illness, Health Policy, Managed Care
Education
University of California, Davis 1990 — 1992
BA, Economics
gardner edgerton 1983 — 1987
Alex Carballo Alex Carballo's Lehman Brothers Experience 2003 - 2007
Job Insurance Agent at AAA
Industry Government Administration
Experience
AAA July 2014 - Present
County of Orange April 2013 - August 2013
County of San Bernardino April 2009 - March 2013
Lehman Brothers 2003 - 2007
Skills
Government, Analysis, Policy Analysis, Policy, Research, Public Policy, Public Speaking, Program Management, Economics, Financial Modeling, Property & Casualty..., Creative Real Estate..., Real Estate Private...
Education
California State University- San Bernardino 2009 — 2011
Master's degree, Public Administration
University of California, Irvine 1998 — 2002
B.A., International Studies/Management
AAA July 2014 - Present
County of Orange April 2013 - August 2013
County of San Bernardino April 2009 - March 2013
Lehman Brothers 2003 - 2007
Skills
Government, Analysis, Policy Analysis, Policy, Research, Public Policy, Public Speaking, Program Management, Economics, Financial Modeling, Property & Casualty..., Creative Real Estate..., Real Estate Private...
Education
California State University- San Bernardino 2009 — 2011
Master's degree, Public Administration
University of California, Irvine 1998 — 2002
B.A., International Studies/Management
Edward King Edward King's Lehman Brothers Experience 1996 - 2000
Job Managing Director, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2000 - Present
American Gaming Association 2014 - Present
Lehman Brothers 1996 - 2000
Education
University of Cambridge 1995 — 1996
Master of Philosophy (M.Phil.), Economics
University of Cambridge 1992 — 1995
Master of Arts (MA), Economics
Morgan Stanley 2000 - Present
American Gaming Association 2014 - Present
Lehman Brothers 1996 - 2000
Education
University of Cambridge 1995 — 1996
Master of Philosophy (M.Phil.), Economics
University of Cambridge 1992 — 1995
Master of Arts (MA), Economics
David Staley's Lehman Brothers Experience 1999 - October 2008
Job Prosper Marketplace Institutional Sales
Industry Financial Services
Experience
Prosper Marketplace March 2015 - Present
Barclays 2008 - June 2014
Lehman Brothers 1999 - October 2008
Deutsche Bank April 1997 - May 1999
Lehman Brothers 1991 - April 1997
Lehman Brothers July 1987 - April 1991
Henry F. Swift April 1985 - July 1987
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Trading, Hedge Funds, Investment Banking, Asset Management, Financial Modeling, Business Analysis, Portfolio Management, Risk Management, Banking, Financial Analysis, Bloomberg, Team Leadership, Sales Management, Business Development, Investments, Alternative Investments
Education
University of California, Berkeley 1981 — 1984
Bachelor's Degree, US History/American Literature
Prosper Marketplace March 2015 - Present
Barclays 2008 - June 2014
Lehman Brothers 1999 - October 2008
Deutsche Bank April 1997 - May 1999
Lehman Brothers 1991 - April 1997
Lehman Brothers July 1987 - April 1991
Henry F. Swift April 1985 - July 1987
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Trading, Hedge Funds, Investment Banking, Asset Management, Financial Modeling, Business Analysis, Portfolio Management, Risk Management, Banking, Financial Analysis, Bloomberg, Team Leadership, Sales Management, Business Development, Investments, Alternative Investments
Education
University of California, Berkeley 1981 — 1984
Bachelor's Degree, US History/American Literature
Dan Poole Dan Poole's Lehman Brothers Experience December 2007 - November 2008
Job Designer of nondiscretionary Algorithmic Strategies
Industry Capital Markets
Experience
DP Consulting January 2009 - Present
Lehman Brothers December 2007 - November 2008
RBC Capital Markets January 2004 - November 2007
Skills
Trading Strategies, Trading, High Frequency Trading, Traders, Derivatives, Quantitative Analytics, Fixed Income, Strategy, Hedge Funds, Equities, Analysis, Equity Derivatives
Education
University of California, Los Angeles 2001 — 2003
PhD, Mathematics
University of California, Los Angeles 1997 — 2000
MA, Mathematics
DP Consulting January 2009 - Present
Lehman Brothers December 2007 - November 2008
RBC Capital Markets January 2004 - November 2007
Skills
Trading Strategies, Trading, High Frequency Trading, Traders, Derivatives, Quantitative Analytics, Fixed Income, Strategy, Hedge Funds, Equities, Analysis, Equity Derivatives
Education
University of California, Los Angeles 2001 — 2003
PhD, Mathematics
University of California, Los Angeles 1997 — 2000
MA, Mathematics
Sam Chaudhary's Lehman Brothers Experience January 2008 - June 2008
Job Cofounder & CEO at ClassDojo
Industry E-Learning
Experience
ClassDojo June 2011 - Present
onefinestay 2010 - 2011
McKinsey & Company September 2008 - October 2010
Lehman Brothers January 2008 - June 2008
Charterhouse School 2007 - 2007
Skills
Start-ups, Entrepreneurship, Analytics, Strategy, Financial Modeling, Business Strategy, Management Consulting, E-commerce, Product Development, Investment Banking, Finance, Leadership, Business Development, Competitive Analysis, Strategic Planning, Consulting, Due Diligence, Marketing Strategy, Executive Management, Market Research, Economics
Education
University of Cambridge 2004 — 2007
BA (Hons), Economics, 1st Class
Int'l School of Choueifat 1997 — 2004
ClassDojo June 2011 - Present
onefinestay 2010 - 2011
McKinsey & Company September 2008 - October 2010
Lehman Brothers January 2008 - June 2008
Charterhouse School 2007 - 2007
Skills
Start-ups, Entrepreneurship, Analytics, Strategy, Financial Modeling, Business Strategy, Management Consulting, E-commerce, Product Development, Investment Banking, Finance, Leadership, Business Development, Competitive Analysis, Strategic Planning, Consulting, Due Diligence, Marketing Strategy, Executive Management, Market Research, Economics
Education
University of Cambridge 2004 — 2007
BA (Hons), Economics, 1st Class
Int'l School of Choueifat 1997 — 2004
Christine Safavi Christine Safavi's Lehman Brothers Experience July 2001 - September 2008
Job Office Manager at CNM LLP
Industry Financial Services
Experience
CNM LLP August 2012 - Present
Barclays Investment Bank September 2008 - June 2011
Lehman Brothers July 2001 - September 2008
Skills
Management, Office Management, Office Administration, Administration, Benefits Administration, Human Resources, Event Management, Event Planning, Payroll Administration, Facilities Management, Microsoft Word, Process Improvement, Budget Management, Outlook, Microsoft Excel, Microsoft Office
Education
UC Riverside 1997 — 2000
Bachelor of Science (BS)
Santana high school 1986 — 1990
CNM LLP August 2012 - Present
Barclays Investment Bank September 2008 - June 2011
Lehman Brothers July 2001 - September 2008
Skills
Management, Office Management, Office Administration, Administration, Benefits Administration, Human Resources, Event Management, Event Planning, Payroll Administration, Facilities Management, Microsoft Word, Process Improvement, Budget Management, Outlook, Microsoft Excel, Microsoft Office
Education
UC Riverside 1997 — 2000
Bachelor of Science (BS)
Santana high school 1986 — 1990
Albina Oks's Lehman Brothers Experience July 2006 - November 2008
Job Director of Corporate Sponsorship at Film Independent
Industry Fund-Raising
Experience
Film Independent August 2013 - Present
Intrepid Investment Bankers LLC 2012 - 2013
Houlihan Lokey January 2009 - September 2012
Lehman Brothers July 2006 - November 2008
The Serpentine Gallery, London 2005 - 2006
Central School of Ballet, London 2004 - 2005
Alexander, Halloran, Nau & Rose 1995 - 1996
Skills
International Marketing, Foreign Languages, Corporate Communications, Fundraising, Copywriting, Event Management, Corporate Finance, Contemporary Art, Charitable Giving..., Sponsorship Marketing, Corporate Sponsorships, Corporate Social..., Sponsorship, Business Development, Strategy, Marketing, Private Equity, Strategic Partnerships, Mergers & Acquisitions
Education
University of California, Los Angeles
B.A., Art History
Film Independent August 2013 - Present
Intrepid Investment Bankers LLC 2012 - 2013
Houlihan Lokey January 2009 - September 2012
Lehman Brothers July 2006 - November 2008
The Serpentine Gallery, London 2005 - 2006
Central School of Ballet, London 2004 - 2005
Alexander, Halloran, Nau & Rose 1995 - 1996
Skills
International Marketing, Foreign Languages, Corporate Communications, Fundraising, Copywriting, Event Management, Corporate Finance, Contemporary Art, Charitable Giving..., Sponsorship Marketing, Corporate Sponsorships, Corporate Social..., Sponsorship, Business Development, Strategy, Marketing, Private Equity, Strategic Partnerships, Mergers & Acquisitions
Education
University of California, Los Angeles
B.A., Art History
Alan Schneider Alan Schneider's Lehman Brothers Experience 2000 - 2002
Job
Industry Investment Banking
Experience
Golden Eagle Holdings April 2000 - Present
Lehman Brothers 2000 - 2002
FMAC 1998 - 2000
Kaine & McAuliffie Financial Services 1984 - 1988
Skills
Mergers, Financial Services, Private Equity, Structured Finance, Capital Markets, Alternative Investments, Valuation, Investment Banking, Financial Structuring, Investments, Real Estate Development, Real Estate Economics, Risk Management, Mergers & Acquisitions, Entrepreneurship, Finance, Project Finance, Asset Management, Corporate Finance, Wealth Management, Portfolio Management
Education
University of California, Los Angeles 1974 — 1978
History and Economics
Menlo School 1970 — 1974
Golden Eagle Holdings April 2000 - Present
Lehman Brothers 2000 - 2002
FMAC 1998 - 2000
Kaine & McAuliffie Financial Services 1984 - 1988
Skills
Mergers, Financial Services, Private Equity, Structured Finance, Capital Markets, Alternative Investments, Valuation, Investment Banking, Financial Structuring, Investments, Real Estate Development, Real Estate Economics, Risk Management, Mergers & Acquisitions, Entrepreneurship, Finance, Project Finance, Asset Management, Corporate Finance, Wealth Management, Portfolio Management
Education
University of California, Los Angeles 1974 — 1978
History and Economics
Menlo School 1970 — 1974
Nik Chillar's Lehman Brothers Experience 2001 - 2003
Job Real Estate Capital Markets at Opus Bank
Industry Capital Markets
Experience
Opus Bank 2014 - Present
Union Bank 2012 - 2014
Belgravia Capital June 2006 - 2012
CharterMac Mortgage Capital 2004 - 2006
Centerline Capital Group 2004 - 2006
Tremont Realty Capital 2003 - 2004
Lehman Brothers 2001 - 2003
CNL Commercial Finance 2000 - 2001
Lehman Brothers Small Business Finance 2000 - 2001
FINOVA Realty Capital 1997 - 2000
Skills
Portfolio Management, Loans, CMBS, Financial Structuring, Finance, Commercial Real Estate, Securitization, Real Estate Economics, Real Estate, Real Estate Development, Investments, Capital Markets, Investment Banking, Structured Finance, Investors, Commercial Mortgages, Disposition, Valuation, Mortgage Lending, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Loan Origination, Real Estate Financing, Asset Management, Financial Analysis, Venture Capital, Acquisitions, Mezzanine, Asset Managment, Brokerage, Capital, Entrepreneurship, Securities, Mergers & Acquisitions, Leveraged Finance, Equities, Funding, Investment Properties, Financial Advisory, Investor Relations, Loan Servicing, Leases, Private Placements, Joint Ventures, Real Estate Private..., Corporate Finance, Commercial Lending
Education
University of California, Irvine 1992 — 1997
BS Biology
University of California, Irvine 1992 — 1997
BA Social Science
Flintridge Preparatory School 1987 — 1992
High School
Opus Bank 2014 - Present
Union Bank 2012 - 2014
Belgravia Capital June 2006 - 2012
CharterMac Mortgage Capital 2004 - 2006
Centerline Capital Group 2004 - 2006
Tremont Realty Capital 2003 - 2004
Lehman Brothers 2001 - 2003
CNL Commercial Finance 2000 - 2001
Lehman Brothers Small Business Finance 2000 - 2001
FINOVA Realty Capital 1997 - 2000
Skills
Portfolio Management, Loans, CMBS, Financial Structuring, Finance, Commercial Real Estate, Securitization, Real Estate Economics, Real Estate, Real Estate Development, Investments, Capital Markets, Investment Banking, Structured Finance, Investors, Commercial Mortgages, Disposition, Valuation, Mortgage Lending, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Loan Origination, Real Estate Financing, Asset Management, Financial Analysis, Venture Capital, Acquisitions, Mezzanine, Asset Managment, Brokerage, Capital, Entrepreneurship, Securities, Mergers & Acquisitions, Leveraged Finance, Equities, Funding, Investment Properties, Financial Advisory, Investor Relations, Loan Servicing, Leases, Private Placements, Joint Ventures, Real Estate Private..., Corporate Finance, Commercial Lending
Education
University of California, Irvine 1992 — 1997
BS Biology
University of California, Irvine 1992 — 1997
BA Social Science
Flintridge Preparatory School 1987 — 1992
High School
Payal Zilaro's Lehman Brothers Experience 2005 - 2008
Job Senior Data Engineer at LinkedIn
Industry Computer Software
Experience
LinkedIn 2015 - Present
lynda.com 2013 - 2015
TrueCar, Inc. 2011 - 2012
MySpace 2008 - 2011
Lehman Brothers 2005 - 2008
Firesocket 2004 - 2005
Granite Software 2003 - 2004
SAP 2001 - 2002
Skills
SQL, Database Design, Hadoop, Big Data, Apache Spark, Python, Apache Pig, Hive, T-SQL, Microsoft SQL Server, Data Warehousing, SSIS, Data Modeling, ETL, Performance Tuning, Databases, .NET, Scrum, Scalability, OLTP, Agile Methodologies, C#, XML
Education
University of California, Irvine
Bachelor of Science (B.S.), Computer Science
LinkedIn 2015 - Present
lynda.com 2013 - 2015
TrueCar, Inc. 2011 - 2012
MySpace 2008 - 2011
Lehman Brothers 2005 - 2008
Firesocket 2004 - 2005
Granite Software 2003 - 2004
SAP 2001 - 2002
Skills
SQL, Database Design, Hadoop, Big Data, Apache Spark, Python, Apache Pig, Hive, T-SQL, Microsoft SQL Server, Data Warehousing, SSIS, Data Modeling, ETL, Performance Tuning, Databases, .NET, Scrum, Scalability, OLTP, Agile Methodologies, C#, XML
Education
University of California, Irvine
Bachelor of Science (B.S.), Computer Science
Weijiang Dong's Lehman Brothers Experience August 2007 - September 2008
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets November 2009 - Present
Barclays Capital September 2008 - November 2009
Lehman Brothers August 2007 - September 2008
Bloomberg April 2006 - August 2007
Skills
Equities, Volatility, Equity Derivatives, Market Making, Options, Bloomberg, Volatility Arbitrage, Trading Systems, Quantitative Finance, Electronic Trading, Derivatives, Trading, Trading Strategies, Market Data, Option Pricing Models, Statistical Arbitrage, C++, Python, SQL, Matlab, Linux, Proprietary Trading, Quantitative Analytics, Time Series Analysis
Education
University of California, Los Angeles 2000 — 2006
Doctor of Philosophy (Ph.D.), Physics
University of Science and Technology of China 1995 — 2000
Bachelor of Science (B.S.), Physics
RBC Capital Markets November 2009 - Present
Barclays Capital September 2008 - November 2009
Lehman Brothers August 2007 - September 2008
Bloomberg April 2006 - August 2007
Skills
Equities, Volatility, Equity Derivatives, Market Making, Options, Bloomberg, Volatility Arbitrage, Trading Systems, Quantitative Finance, Electronic Trading, Derivatives, Trading, Trading Strategies, Market Data, Option Pricing Models, Statistical Arbitrage, C++, Python, SQL, Matlab, Linux, Proprietary Trading, Quantitative Analytics, Time Series Analysis
Education
University of California, Los Angeles 2000 — 2006
Doctor of Philosophy (Ph.D.), Physics
University of Science and Technology of China 1995 — 2000
Bachelor of Science (B.S.), Physics
Jay Ting's Lehman Brothers Experience 2007 - 2008
Job Partner
Industry Apparel & Fashion
Experience
Pure Seasons 2009 - Present
TD Bank 2009 - 2009
GOW 2008 - 2009
Lehman Brothers 2007 - 2008
Countrywide Mortgage Bank July 2004 - September 2006
Education
University of California, Irvine 1999 — 2003
Pure Seasons 2009 - Present
TD Bank 2009 - 2009
GOW 2008 - 2009
Lehman Brothers 2007 - 2008
Countrywide Mortgage Bank July 2004 - September 2006
Education
University of California, Irvine 1999 — 2003
Bruce Seder's Lehman Brothers Experience June 2003 - December 2007
Job President & CEO at S&B Commerce, Inc
Industry Internet
Experience
S&B Commerce, Inc April 2010 - Present
Private Access March 2008 - April 2010
Wachovia January 2008 - March 2008
Lehman Brothers June 2003 - December 2007
Skills
SDLC, IT Strategy, Business Strategy, Strategic Planning, Integration, Enterprise Software, Vendor Management, Management, E-commerce, Product Management, Requirements Analysis, Cross-functional Team..., Governance, Process Improvement, Cloud Computing, Business Intelligence, IT Management, Business Analysis, Outsourcing, Program Management, Enterprise Architecture, Software Development, SaaS, Agile Project Management, Agile Methodologies, Software Project..., Leadership, Start-ups, Strategy, Business Development, Marketing Strategy
Education
University of California, Los Angeles 1992 — 1996
Bachelor of Arts (B.A.)
Beaufort Academy
S&B Commerce, Inc April 2010 - Present
Private Access March 2008 - April 2010
Wachovia January 2008 - March 2008
Lehman Brothers June 2003 - December 2007
Skills
SDLC, IT Strategy, Business Strategy, Strategic Planning, Integration, Enterprise Software, Vendor Management, Management, E-commerce, Product Management, Requirements Analysis, Cross-functional Team..., Governance, Process Improvement, Cloud Computing, Business Intelligence, IT Management, Business Analysis, Outsourcing, Program Management, Enterprise Architecture, Software Development, SaaS, Agile Project Management, Agile Methodologies, Software Project..., Leadership, Start-ups, Strategy, Business Development, Marketing Strategy
Education
University of California, Los Angeles 1992 — 1996
Bachelor of Arts (B.A.)
Beaufort Academy
Eric Wagner's Lehman Brothers Experience June 1998 - March 2007
Job Managing Director at Signal Hill Capital
Industry Investment Banking
Experience
Signal Hill Capital April 2013 - Present
Montgomery & Co., LLC September 2009 - April 2013
Morgan Stanley March 2007 - January 2009
Lehman Brothers June 1998 - March 2007
Skills
Analytics, Mergers, Mergers & Acquisitions, Valuation, Venture Capital, Corporate Development, Management, Strategy, Financial Analysis, Start-ups, Contract Negotiation, Private Equity, Information Technology, Due Diligence, Corporate Finance, Business Strategy, Financial Modeling, Investments
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance & Real Estate
University of California, Los Angeles 1989 — 1991
BA, Economics
Signal Hill Capital April 2013 - Present
Montgomery & Co., LLC September 2009 - April 2013
Morgan Stanley March 2007 - January 2009
Lehman Brothers June 1998 - March 2007
Skills
Analytics, Mergers, Mergers & Acquisitions, Valuation, Venture Capital, Corporate Development, Management, Strategy, Financial Analysis, Start-ups, Contract Negotiation, Private Equity, Information Technology, Due Diligence, Corporate Finance, Business Strategy, Financial Modeling, Investments
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance & Real Estate
University of California, Los Angeles 1989 — 1991
BA, Economics
Mark V. Keene's Lehman Brothers Experience August 1994 - May 2006
Job Head of Technology Investment Banking at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank May 2006 - Present
Lehman Brothers August 1994 - May 2006
Education
University of California, San Diego
Deutsche Bank May 2006 - Present
Lehman Brothers August 1994 - May 2006
Education
University of California, San Diego
Kurt Jordan's Lehman Brothers Experience February 1992 - February 2000
Job Owner, www.mosquitocurtains.com
Industry Consumer Goods
Experience
www.mosquitocurtains.com June 2004 - Present
Clear Vinyl Curtains / Mosquito Curtains 2004 - 2014
Raymond James February 2000 - September 2005
Lehman Brothers February 1992 - February 2000
C&S Bank 1988 - 1992
Salomon Brothers August 1986 - February 1988
Skills
You name it, I can do it, Fixed Income, Sales, Risk Management, Mortgage Lending, Business Strategy, New Business Development, Business Development, Entrepreneurship, Start-ups, Negotiation, Project Management, Account Management, Marketing Communications, Online Advertising, Mosquito Curtains, Clear Vinyl Winter...
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1986
MBA, Finance / Economics
Bishop Montgomery HS 1974 — 1978
Daydreamer's 101, bluesky
www.mosquitocurtains.com June 2004 - Present
Clear Vinyl Curtains / Mosquito Curtains 2004 - 2014
Raymond James February 2000 - September 2005
Lehman Brothers February 1992 - February 2000
C&S Bank 1988 - 1992
Salomon Brothers August 1986 - February 1988
Skills
You name it, I can do it, Fixed Income, Sales, Risk Management, Mortgage Lending, Business Strategy, New Business Development, Business Development, Entrepreneurship, Start-ups, Negotiation, Project Management, Account Management, Marketing Communications, Online Advertising, Mosquito Curtains, Clear Vinyl Winter...
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1986
MBA, Finance / Economics
Bishop Montgomery HS 1974 — 1978
Daydreamer's 101, bluesky
Alberto-Maria Finali's Lehman Brothers Experience 1987 - 2002
Job Founder at Symposium Capital Management LLC
Industry Financial Services
Experience
Symposium Capital Management LLC April 2006 - Present
Southhaven Investors October 2003 - December 2005
Lehman Brothers - Merchant Banking Group 1987 - 2002
Lehman Brothers 1987 - 2002
Skills
Mergers & Acquisitions, Private Equity, Alternative Investments, Investment Banking
Education
UC Berkeley
Master's degree
Symposium Capital Management LLC April 2006 - Present
Southhaven Investors October 2003 - December 2005
Lehman Brothers - Merchant Banking Group 1987 - 2002
Lehman Brothers 1987 - 2002
Skills
Mergers & Acquisitions, Private Equity, Alternative Investments, Investment Banking
Education
UC Berkeley
Master's degree
Kate Gerber Kennedy's Lehman Brothers Experience February 2006 - September 2008
Job Partner at HPM Partners LLC
Industry Financial Services
Experience
HPM Partners LLC October 2014 - Present
Chicago Foundation for Women July 2010 - Present
Barclays, Wealth and Investment Management September 2008 - October 2014
Lehman Brothers February 2006 - September 2008
Goldman Sachs/Ayco Company 1996 - 2006
Arthur Andersen LLP March 1994 - October 1996
Holleb & Coff September 1992 - March 1994
Kirkland & Ellis LLP 1988 - 1989
Education
University of Chicago Law School 1989 — 1992
J.D.
Williams College 1984 — 1988
B.A., Chemistry
New Trier High School
HPM Partners LLC October 2014 - Present
Chicago Foundation for Women July 2010 - Present
Barclays, Wealth and Investment Management September 2008 - October 2014
Lehman Brothers February 2006 - September 2008
Goldman Sachs/Ayco Company 1996 - 2006
Arthur Andersen LLP March 1994 - October 1996
Holleb & Coff September 1992 - March 1994
Kirkland & Ellis LLP 1988 - 1989
Education
University of Chicago Law School 1989 — 1992
J.D.
Williams College 1984 — 1988
B.A., Chemistry
New Trier High School
Caroline Yap's Lehman Brothers Experience 2002 - 2004
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup 2011 - Present
Citigroup 2009 - 2011
Goldman Sachs 2007 - 2008
Citigroup 2005 - 2007
Citigroup 2004 - 2005
Lehman Brothers 2002 - 2004
NYSE 2000 - 2002
Simpson Thacher & Bartlett LLP 1995 - 2000
KPMG Peat Marwick 1989 - 1992
Skills
Derivatives, Capital Markets, Fixed Income, Hedge Funds, Structured Products, Credit Derivatives, Securities, Structured Finance, Risk Management, Financial Risk
Education
University of Pennsylvania Law School 1992 — 1995
Juris Doctor, Law (cum laude)
University of California, Berkeley - Walter A. Haas School of Business 1985 — 1989
BS in Business Administration, Accounting, Finance (magna cum laude)
Citigroup 2011 - Present
Citigroup 2009 - 2011
Goldman Sachs 2007 - 2008
Citigroup 2005 - 2007
Citigroup 2004 - 2005
Lehman Brothers 2002 - 2004
NYSE 2000 - 2002
Simpson Thacher & Bartlett LLP 1995 - 2000
KPMG Peat Marwick 1989 - 1992
Skills
Derivatives, Capital Markets, Fixed Income, Hedge Funds, Structured Products, Credit Derivatives, Securities, Structured Finance, Risk Management, Financial Risk
Education
University of Pennsylvania Law School 1992 — 1995
Juris Doctor, Law (cum laude)
University of California, Berkeley - Walter A. Haas School of Business 1985 — 1989
BS in Business Administration, Accounting, Finance (magna cum laude)
Tianbing Chen's Lehman Brothers Experience 2008 - 2008
Job Vice President, Global Market Making at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Bloomberg May 2010 - November 2012
Barclays October 2008 - May 2010
Lehman Brothers 2008 - 2008
Skills
Equity Derivatives, Volatility, Numerical Analysis, Partial Differential..., Computational..., C, C++, Derivatives, Equities, Financial Modeling, Hedging, Quantitative Analytics, Quantitative Investing, Trading Systems
Education
University of California, Berkeley 2002 — 2008
PhD, Applied Mathematics
University of Science and Technology of China 1997 — 2002
Bachelor, Applied Mathematics
Merrill Lynch November 2012 - Present
Bloomberg May 2010 - November 2012
Barclays October 2008 - May 2010
Lehman Brothers 2008 - 2008
Skills
Equity Derivatives, Volatility, Numerical Analysis, Partial Differential..., Computational..., C, C++, Derivatives, Equities, Financial Modeling, Hedging, Quantitative Analytics, Quantitative Investing, Trading Systems
Education
University of California, Berkeley 2002 — 2008
PhD, Applied Mathematics
University of Science and Technology of China 1997 — 2002
Bachelor, Applied Mathematics
Emily Sakata's Lehman Brothers Experience May 2006 - August 2006
Job Lead Analyst Secure Development at GE
Industry Information Technology and Services
Experience
GE November 2012 - Present
GE September 2010 - October 2012
General Electric July 2008 - September 2010
Lehman Brothers May 2006 - August 2006
Skills
Six Sigma, Analytics, Mergers, Program Management, Project Management, Process Improvement, Business Process..., Cross-functional Team..., Business Analysis, Business Strategy, Data Analysis, Risk Management, Strategic Planning, Mergers & Acquisitions, Business Intelligence, Financial Analysis, Software Project..., Integration
Education
University of California, Berkeley 2005 — 2007
Bachelor of Science (BS), Industrial Engineering
GE November 2012 - Present
GE September 2010 - October 2012
General Electric July 2008 - September 2010
Lehman Brothers May 2006 - August 2006
Skills
Six Sigma, Analytics, Mergers, Program Management, Project Management, Process Improvement, Business Process..., Cross-functional Team..., Business Analysis, Business Strategy, Data Analysis, Risk Management, Strategic Planning, Mergers & Acquisitions, Business Intelligence, Financial Analysis, Software Project..., Integration
Education
University of California, Berkeley 2005 — 2007
Bachelor of Science (BS), Industrial Engineering
Normin Mobassera's Lehman Brothers Experience August 1998 - April 2003
Job Owner, Home Boutique
Industry Retail
Experience
Home Boutique OwnerWith Love From MamaAugust 2009 - Present
Lehman Brothers August 1998 - April 2003
Education
University of Pennsylvania 1997 — 1998
Phd, Demography
University of California, Berkeley 1992 — 1997
Home Boutique OwnerWith Love From MamaAugust 2009 - Present
Lehman Brothers August 1998 - April 2003
Education
University of Pennsylvania 1997 — 1998
Phd, Demography
University of California, Berkeley 1992 — 1997
Raymond Ko's Lehman Brothers Experience April 2007 - October 2008
Job Strategic Equity Transactions at Societe Generale Corporate and Investment Banking SG CIB
Industry Capital Markets
Experience
Societe Generale Corporate and Investment Banking - SG CIB June 2014 - Present
Nomura Securities July 2009 - May 2014
U.S. Department of the Treasury March 2009 - June 2009
Lehman Brothers April 2007 - October 2008
Banc of America Securities 2005 - 2007
Cleary Gottlieb Steen & Hamilton LLP September 1997 - February 2005
Skills
Capital Markets, Securities, Structured Finance, Derivatives, Private Equity
Education
University of Pennsylvania Law School 1994 — 1997
JD
University of California, Berkeley 1989 — 1993
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1993
Bachelor of Science (BS), Business Administration
Societe Generale Corporate and Investment Banking - SG CIB June 2014 - Present
Nomura Securities July 2009 - May 2014
U.S. Department of the Treasury March 2009 - June 2009
Lehman Brothers April 2007 - October 2008
Banc of America Securities 2005 - 2007
Cleary Gottlieb Steen & Hamilton LLP September 1997 - February 2005
Skills
Capital Markets, Securities, Structured Finance, Derivatives, Private Equity
Education
University of Pennsylvania Law School 1994 — 1997
JD
University of California, Berkeley 1989 — 1993
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1993
Bachelor of Science (BS), Business Administration
Mark McQueeney, CFA's Lehman Brothers Experience December 2000 - September 2008
Job Global Head of Product Management, Point
Industry Financial Services
Experience
Barclays Investment Bank - Index, Portfolio and Risk Solutions (IPRS) September 2008 - Present
Lehman Brothers December 2000 - September 2008
Prudential Securities June 1996 - December 2000
Skills
Portfolio Management, Risk Measurement, Performance Attribution, Fixed Income Trading, Risk, Product Management, Product Development, Software Development, Indices, Fixed Income Analysis, Barclays Point, Fixed Income, Credit Derivatives, Derivatives, Financial Risk, Structured Products, Strategy, Quantitative Finance, Capital Markets
Education
University of California, Berkeley
B.S., Engineering Physics
UC Berkeley Center for Executive Education
Product Management Program
Barclays Investment Bank - Index, Portfolio and Risk Solutions (IPRS) September 2008 - Present
Lehman Brothers December 2000 - September 2008
Prudential Securities June 1996 - December 2000
Skills
Portfolio Management, Risk Measurement, Performance Attribution, Fixed Income Trading, Risk, Product Management, Product Development, Software Development, Indices, Fixed Income Analysis, Barclays Point, Fixed Income, Credit Derivatives, Derivatives, Financial Risk, Structured Products, Strategy, Quantitative Finance, Capital Markets
Education
University of California, Berkeley
B.S., Engineering Physics
UC Berkeley Center for Executive Education
Product Management Program
Robert Fineberg's Lehman Brothers Experience September 1999 - March 2004
Job Med School Class of 2019 CU School of Medicine
Industry Medical Practice
Experience
Integrated Asset Services April 2012 - January 2013
W.J. Bradley Company February 2010 - April 2012
FFS, LLC January 2009 - February 2010
Aurora Loan Services March 2007 - May 2008
Pearl Street Capital Group March 2004 - March 2007
Lehman Brothers September 1999 - March 2004
Deloitte & Touche September 1997 - September 1999
Skills
Structured Finance, Portfolio Management, Credit, Due Diligence, Finance, Financial Analysis, Investment Banking, Leadership, Mergers & Acquisitions, Private Equity, Strategic Planning, Risk Management, Loans, Mortgage Lending, Business Development, Underwriting, Mortgage Banking
Education
CU School of Medicine 2015 — 2019
Doctor of Medicine (MD)
University of Colorado Boulder 1993 — 1997
Integrated Asset Services April 2012 - January 2013
W.J. Bradley Company February 2010 - April 2012
FFS, LLC January 2009 - February 2010
Aurora Loan Services March 2007 - May 2008
Pearl Street Capital Group March 2004 - March 2007
Lehman Brothers September 1999 - March 2004
Deloitte & Touche September 1997 - September 1999
Skills
Structured Finance, Portfolio Management, Credit, Due Diligence, Finance, Financial Analysis, Investment Banking, Leadership, Mergers & Acquisitions, Private Equity, Strategic Planning, Risk Management, Loans, Mortgage Lending, Business Development, Underwriting, Mortgage Banking
Education
CU School of Medicine 2015 — 2019
Doctor of Medicine (MD)
University of Colorado Boulder 1993 — 1997
Nick Cunningham's Lehman Brothers Experience January 2007 - September 2008
Job Vice President, Equity Capital Markets at Barclays
Industry Investment Banking
Experience
Barclays March 2013 - Present
Barclays July 2009 - February 2013
Barclays September 2008 - June 2009
Lehman Brothers January 2007 - September 2008
Fluid Audio Networks March 2005 - December 2006
Skills
Equity Capital Markets, Investment Banking, Corporate Finance, Valuation, Business Development, Equities, Strategic Partnerships, Due Diligence, Capital Markets, Financial Modeling, Mergers, Private Equity, Venture Capital
Education
University of California, Los Angeles 2001 — 2006
BA, Business Economics, Minor Italian
Barclays March 2013 - Present
Barclays July 2009 - February 2013
Barclays September 2008 - June 2009
Lehman Brothers January 2007 - September 2008
Fluid Audio Networks March 2005 - December 2006
Skills
Equity Capital Markets, Investment Banking, Corporate Finance, Valuation, Business Development, Equities, Strategic Partnerships, Due Diligence, Capital Markets, Financial Modeling, Mergers, Private Equity, Venture Capital
Education
University of California, Los Angeles 2001 — 2006
BA, Business Economics, Minor Italian
Marcus Frampton's Lehman Brothers Experience June 2002 - October 2005
Job Director of Investments, Private Markets at Alaska Permanent Fund Corporation
Industry Venture Capital & Private Equity
Experience
Alaska Permanent Fund Corporation September 2012 - Present
LPL Financial September 2010 - August 2012
PCG Capital Partners October 2005 - September 2010
Lehman Brothers June 2002 - October 2005
Skills
Financial Modeling, Capital Markets, Valuation, Investments, Portfolio Management, Investor Relations, Corporate Finance, Asset Managment, Alternative Investments, Due Diligence, Equities, Financial Analysis, Private Equity, Biochemistry, Investment Banking
Education
University of California, Los Angeles 1998 — 2002
B.S., Business-Economics, Minor Accounting
Alaska Permanent Fund Corporation September 2012 - Present
LPL Financial September 2010 - August 2012
PCG Capital Partners October 2005 - September 2010
Lehman Brothers June 2002 - October 2005
Skills
Financial Modeling, Capital Markets, Valuation, Investments, Portfolio Management, Investor Relations, Corporate Finance, Asset Managment, Alternative Investments, Due Diligence, Equities, Financial Analysis, Private Equity, Biochemistry, Investment Banking
Education
University of California, Los Angeles 1998 — 2002
B.S., Business-Economics, Minor Accounting
Gareth Pocock's Lehman Brothers Experience 1984 - 1989
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Undisclosed January 2003 - April 2015
Toscafund Asset Management LLP May 2000 - January 2003
Panmure Gordon 1993 - 1996
Lehman Brothers 1984 - 1989
L. Messel 1984 - 1989
Skills
Risk Management, Asset Management, Hedge Funds, Equities, Investment Banking
Education
University of Cambridge 1977 — 1980
University of Cambridge 1977 — 1980
Economics, Philosophy, Psychology
Millfield 1974 — 1977
Economics Maths
Undisclosed January 2003 - April 2015
Toscafund Asset Management LLP May 2000 - January 2003
Panmure Gordon 1993 - 1996
Lehman Brothers 1984 - 1989
L. Messel 1984 - 1989
Skills
Risk Management, Asset Management, Hedge Funds, Equities, Investment Banking
Education
University of Cambridge 1977 — 1980
University of Cambridge 1977 — 1980
Economics, Philosophy, Psychology
Millfield 1974 — 1977
Economics Maths
J. Jay Li's Lehman Brothers Experience 2006 - 2008
Job Equity / Interest Rate Derivatives at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners 2000 - 2004
Skills
Derivatives, Interest Rate..., Credit Derivatives, Equity Derivatives, FX Derivatives, Commodity Derivatives, CVA Pricing, Hedging, Risk Management, Equities, Fixed Income, Financial Risk
Education
University of California, Santa Barbara 1989 — 1992
Ph D, Applied Math & Engineering
Florida Atlantic University
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners 2000 - 2004
Skills
Derivatives, Interest Rate..., Credit Derivatives, Equity Derivatives, FX Derivatives, Commodity Derivatives, CVA Pricing, Hedging, Risk Management, Equities, Fixed Income, Financial Risk
Education
University of California, Santa Barbara 1989 — 1992
Ph D, Applied Math & Engineering
Florida Atlantic University
Paul Schultz, CAIA's Lehman Brothers Experience 2002 - June 2005
Job Director at Citi
Industry Banking
Experience
Citi November 2009 - Present
J.P. Morgan September 2007 - February 2009
Phalanx Capital Management LLC January 2006 - August 2007
Lehman Brothers 2002 - June 2005
Citi Group 1994 - 2002
Education
University of California, Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Economics
Citi November 2009 - Present
J.P. Morgan September 2007 - February 2009
Phalanx Capital Management LLC January 2006 - August 2007
Lehman Brothers 2002 - June 2005
Citi Group 1994 - 2002
Education
University of California, Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Economics
Eddy Thai's Lehman Brothers Experience February 2007 - December 2007
Job Director of Finance at PLAN C
Industry Financial Services
Experience
PLAN C February 2008 - Present
Lehman Brothers February 2007 - December 2007
Alliance Bancorp 2007 - 2007
Bond Logistix June 2005 - June 2006
Northwestern Mutual September 2001 - February 2005
Skills
Financial Modeling, Project Management, Financial Analysis, Portfolio Management, Finance, Business Strategy, Fixed Income, Marketing, Budgets, Strategic Planning, Social Media, Corporate Finance, Accounting, Sales
Education
University of California, Los Angeles 1996 — 2001
Bachelor's degree, Psychology
PLAN C February 2008 - Present
Lehman Brothers February 2007 - December 2007
Alliance Bancorp 2007 - 2007
Bond Logistix June 2005 - June 2006
Northwestern Mutual September 2001 - February 2005
Skills
Financial Modeling, Project Management, Financial Analysis, Portfolio Management, Finance, Business Strategy, Fixed Income, Marketing, Budgets, Strategic Planning, Social Media, Corporate Finance, Accounting, Sales
Education
University of California, Los Angeles 1996 — 2001
Bachelor's degree, Psychology
Sarah Copren's Lehman Brothers Experience April 2005 - August 2006
Job Senior Trader at Franklin Mutual Series
Industry Financial Services
Experience
Franklin Templeton Investments August 2006 - Present
Lehman Brothers April 2005 - August 2006
Reuters June 2004 - March 2005
Burlington Capital Markets September 2002 - February 2004
Lehman Brothers 2000 - 2002
Skills
Training, Equities, Fixed Income, Bloomberg, Derivatives, Hedge Funds, Investments, Portfolio Management, Capital Markets, Trading, Mutual Funds, Financial Markets, Asset Management, Securities, Alternative Investments, Financial Modeling, Options
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), History and Economics
Franklin Templeton Investments August 2006 - Present
Lehman Brothers April 2005 - August 2006
Reuters June 2004 - March 2005
Burlington Capital Markets September 2002 - February 2004
Lehman Brothers 2000 - 2002
Skills
Training, Equities, Fixed Income, Bloomberg, Derivatives, Hedge Funds, Investments, Portfolio Management, Capital Markets, Trading, Mutual Funds, Financial Markets, Asset Management, Securities, Alternative Investments, Financial Modeling, Options
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), History and Economics
Rasheed Puranda's Lehman Brothers Experience 2005 - 2008
Job Full Time Finance Student at University of Central Florida
Industry Banking
Experience
Charles Schwab January 2015 - March 2015
SunTrust 2009 - 2012
Lehman Brothers 2005 - 2008
Premier Mortgage Funding 2003 - 2005
United States Marine Corps 1994 - 1997
Skills
Customer Service, Management, Leadership, Sales, Real Estate, Negotiation, Strategic Planning, Marketing, Team Building, Bloomberg Terminal, Real Estate Sales..., MS Excel Proficient, Certified on Bloomberg..., Resourceful, Team Oriented, Creative, Analytical
Education
University of Central Florida
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Charles Schwab January 2015 - March 2015
SunTrust 2009 - 2012
Lehman Brothers 2005 - 2008
Premier Mortgage Funding 2003 - 2005
United States Marine Corps 1994 - 1997
Skills
Customer Service, Management, Leadership, Sales, Real Estate, Negotiation, Strategic Planning, Marketing, Team Building, Bloomberg Terminal, Real Estate Sales..., MS Excel Proficient, Certified on Bloomberg..., Resourceful, Team Oriented, Creative, Analytical
Education
University of Central Florida
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Eddy Lu's Lehman Brothers Experience 2005 - 2006
Job Cofounder at Grubwithus
Industry Computer Software
Experience
Grubwithus August 2010 - Present
Beard Papas 2006 - 2010
Lehman Brothers 2005 - 2006
Deloitte Consulting 2003 - 2005
Skills
Ruby on Rails, iPhone Application..., Social Media Marketing, PHP, Java, JavaScript, Financial Modeling, Financial Reporting, Clown, Dogs, Puppies, Hats, Frying
Education
University of California, Berkeley 1999 — 2003
Computer Science
Grubwithus August 2010 - Present
Beard Papas 2006 - 2010
Lehman Brothers 2005 - 2006
Deloitte Consulting 2003 - 2005
Skills
Ruby on Rails, iPhone Application..., Social Media Marketing, PHP, Java, JavaScript, Financial Modeling, Financial Reporting, Clown, Dogs, Puppies, Hats, Frying
Education
University of California, Berkeley 1999 — 2003
Computer Science
Jackie Bohline's Lehman Brothers Experience 2005 - 2008
Job Director of Client Services Specializing in Customer Happiness
Industry Financial Services
Experience
Veri-Tax January 2015 - Present
Veri-Tax June 2014 - December 2014
Veri-Tax January 2011 - June 2014
Commercial Real Estate Women-Los Angeles January 2011 - December 2012
MidFirst Bank 2008 - 2011
Lehman Brothers 2005 - 2008
Lehman Brothers August 2005 - January 2007
Heartland Credit Union 2004 - June 2005
Skills
Credit, Loans, Real Estate, Underwriting, Portfolio Management, Business Development, Account Management, Large-scale Event..., Relationship Management, Banking, Mortgage Banking, Financial Analysis, Commercial Real Estate, Credit Analysis, Commercial Lending, Mortgage Lending, Small Business Lending, Leadership, Training, Management, Team Leadership, Real Estate Economics, Real Estate Financing, Sales, Risk Management, Analysis, Forecasting, Commercial Mortgages, Budgets, Loan Origination, Financial Services, Refinance, Analytics
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA)
University of Wisconsin-Madison
BA, Economics
Veri-Tax January 2015 - Present
Veri-Tax June 2014 - December 2014
Veri-Tax January 2011 - June 2014
Commercial Real Estate Women-Los Angeles January 2011 - December 2012
MidFirst Bank 2008 - 2011
Lehman Brothers 2005 - 2008
Lehman Brothers August 2005 - January 2007
Heartland Credit Union 2004 - June 2005
Skills
Credit, Loans, Real Estate, Underwriting, Portfolio Management, Business Development, Account Management, Large-scale Event..., Relationship Management, Banking, Mortgage Banking, Financial Analysis, Commercial Real Estate, Credit Analysis, Commercial Lending, Mortgage Lending, Small Business Lending, Leadership, Training, Management, Team Leadership, Real Estate Economics, Real Estate Financing, Sales, Risk Management, Analysis, Forecasting, Commercial Mortgages, Budgets, Loan Origination, Financial Services, Refinance, Analytics
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA)
University of Wisconsin-Madison
BA, Economics
Nolan Horinouchi's Lehman Brothers Experience September 2005 - November 2007
Job Investigator at Sedgwick
Industry Security and Investigations
Experience
Sedgwick July 2013 - Present
Sears Holdings Corporation August 2011 - August 2013
John’s Incredible Pizza Company May 2009 - July 2011
Lehman Brothers September 2005 - November 2007
California Pacific Medical Center June 2001 - September 2005
Skills
•Certifications: First..., Recruiting, Retail, Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Training, Outlook, Loss Prevention, Income Statement, Sales, Team Leadership, Strategic Planning, Social Media, Event Planning, Budgets, Marketing, Customer Satisfaction, First Aid
Education
UC Irvine 2001 — 2005
BA, Criminology, Law and Society
Sedgwick July 2013 - Present
Sears Holdings Corporation August 2011 - August 2013
John’s Incredible Pizza Company May 2009 - July 2011
Lehman Brothers September 2005 - November 2007
California Pacific Medical Center June 2001 - September 2005
Skills
•Certifications: First..., Recruiting, Retail, Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Training, Outlook, Loss Prevention, Income Statement, Sales, Team Leadership, Strategic Planning, Social Media, Event Planning, Budgets, Marketing, Customer Satisfaction, First Aid
Education
UC Irvine 2001 — 2005
BA, Criminology, Law and Society
Elizabeth English's Lehman Brothers Experience May 1994 - February 1997
Job Senior Software Developer at IKINDI Inc.
Industry Computer Software
Experience
iKindi Inc. April 2013 - Present
Goldman Sachs January 2011 - June 2011
Merrill Lynch July 2008 - June 2010
Bear Stearns January 2005 - January 2008
Merrill Lynch November 2002 - May 2004
Deustche Bank April 2002 - July 2002
Credit Suisse First Boston February 1999 - September 2001
Bear Stearns February 1997 - February 1999
Lehman Brothers May 1994 - February 1997
Hughes Aircraft Company December 1988 - April 1994
Skills
Fixed Income, Derivatives, FX trading, FX Options, Credit Derivatives, Market Data, Interest Rate..., Trading Systems, MBS, Equities, Portfolio Management, Equity Derivatives, Electronic Trading, Prime Brokerage, Foreign Exchange
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
M.B.A., Finance, International Business
University of Colorado Denver 1990 — 1993
M.S., Computer Science
University of Central Florida 1984 — 1988
BS, Computer Engineering
iKindi Inc. April 2013 - Present
Goldman Sachs January 2011 - June 2011
Merrill Lynch July 2008 - June 2010
Bear Stearns January 2005 - January 2008
Merrill Lynch November 2002 - May 2004
Deustche Bank April 2002 - July 2002
Credit Suisse First Boston February 1999 - September 2001
Bear Stearns February 1997 - February 1999
Lehman Brothers May 1994 - February 1997
Hughes Aircraft Company December 1988 - April 1994
Skills
Fixed Income, Derivatives, FX trading, FX Options, Credit Derivatives, Market Data, Interest Rate..., Trading Systems, MBS, Equities, Portfolio Management, Equity Derivatives, Electronic Trading, Prime Brokerage, Foreign Exchange
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
M.B.A., Finance, International Business
University of Colorado Denver 1990 — 1993
M.S., Computer Science
University of Central Florida 1984 — 1988
BS, Computer Engineering
Porsche Brooks's Lehman Brothers Experience 2008 - 2008
Job Management Consulting Professional
Industry Management Consulting
Experience
Vanderbilt University Summer Business Institute 2008 - 2008
Lehman Brothers 2008 - 2008
Education
University of Cape Town 2007 — 2008
Human Organizational Development
Vanderbilt University 2004 — 2008
Major Human Organizational Development, Minor Managerial Studies, International Leadership and Development
Vanderbilt University Summer Business Institute 2008 - 2008
Lehman Brothers 2008 - 2008
Education
University of Cape Town 2007 — 2008
Human Organizational Development
Vanderbilt University 2004 — 2008
Major Human Organizational Development, Minor Managerial Studies, International Leadership and Development
Hugh T. Kelly's Lehman Brothers Experience 2005 - 2008
Job AVPNationwide Retail Collateral Underwriter Supervisor at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
JPMorgan Chase October 2006 - November 2013
Lehman Brothers 2005 - 2008
Hugh T. Kelly Inc 1999 - 2004
Countrywide Home Loans 1987 - 1991
Skills
Mortgage Lending, Appraisals, FHA, Refinance, Mortgage Banking, Residential Homes, Loans, Loan Origination, REO, Real Estate, Residential Mortgages, Loss Mitigation, Real Estate Transactions, Property, Foreclosures, Real Estate Economics, Risk Management, Mortgage Servicing, First Time Home Buyers, FHA financing, Sales, Default, Relationship Management
Education
UCLA 1980 — 1986
University of California, Los Angeles 1980 — 1986
BA, SOCIOLOGY
MDHS/Hockey Team
JPMorgan Chase November 2013 - Present
JPMorgan Chase October 2006 - November 2013
Lehman Brothers 2005 - 2008
Hugh T. Kelly Inc 1999 - 2004
Countrywide Home Loans 1987 - 1991
Skills
Mortgage Lending, Appraisals, FHA, Refinance, Mortgage Banking, Residential Homes, Loans, Loan Origination, REO, Real Estate, Residential Mortgages, Loss Mitigation, Real Estate Transactions, Property, Foreclosures, Real Estate Economics, Risk Management, Mortgage Servicing, First Time Home Buyers, FHA financing, Sales, Default, Relationship Management
Education
UCLA 1980 — 1986
University of California, Los Angeles 1980 — 1986
BA, SOCIOLOGY
MDHS/Hockey Team
Hugh Evans's Lehman Brothers Experience 1989 - 2008
Job Executive Director, Global Technology, J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
Credit Suisse 2008 - August 2012
Lehman Brothers 1989 - 2008
Skills
Derivatives, Trading Systems, Electronic Trading, Market Risk, Fixed Income, Investment Banking, Market Data, Equities, IT Strategy, Program Management, Capital Markets, Credit Derivatives, FX Options, Enterprise Architecture, Risk Management, Asset Managment, Software Project..., Vendor Management, Sybase, Structured Products, Prime Brokerage, Interest Rate..., Equity Derivatives, Swaps, SDLC, Business Analysis
Education
University of Cambridge 1982 — 1986
BA, Engineering
J.P. Morgan September 2012 - Present
Credit Suisse 2008 - August 2012
Lehman Brothers 1989 - 2008
Skills
Derivatives, Trading Systems, Electronic Trading, Market Risk, Fixed Income, Investment Banking, Market Data, Equities, IT Strategy, Program Management, Capital Markets, Credit Derivatives, FX Options, Enterprise Architecture, Risk Management, Asset Managment, Software Project..., Vendor Management, Sybase, Structured Products, Prime Brokerage, Interest Rate..., Equity Derivatives, Swaps, SDLC, Business Analysis
Education
University of Cambridge 1982 — 1986
BA, Engineering
James J. Lee's Lehman Brothers Experience July 2004 - July 2008
Job Senior Financial Institutions Examiner at Department of Business OversightBanking Division
Industry Financial Services
Experience
CA Department of Business Oversight April 2010 - Present
Lehman Brothers July 2004 - July 2008
Nara Bank September 2001 - July 2004
Skills
Commercial Lending, Small Business Lending, Credit, Loans, Credit Analysis, Commercial Mortgages, Loan Origination, Portfolio Management, Commercial Banking, Banking, Mortgage Lending, SBA, Underwriting, Financial Analysis, Lines Of Credit, Real Estate Financing
Education
University of California, Irvine 1997 — 2001
BA, Economics
CA Department of Business Oversight April 2010 - Present
Lehman Brothers July 2004 - July 2008
Nara Bank September 2001 - July 2004
Skills
Commercial Lending, Small Business Lending, Credit, Loans, Credit Analysis, Commercial Mortgages, Loan Origination, Portfolio Management, Commercial Banking, Banking, Mortgage Lending, SBA, Underwriting, Financial Analysis, Lines Of Credit, Real Estate Financing
Education
University of California, Irvine 1997 — 2001
BA, Economics
Elan Wang's Lehman Brothers Experience January 1999 - January 2001
Job Manager, Vendor Management at Amazon
Industry Internet
Experience
Amazon March 2014 - Present
Amazon February 2012 - March 2014
Amazon.com August 2010 - February 2012
Microsoft May 2009 - August 2009
The Jane Goodall Institute November 2004 - June 2008
Ameriprise Financial Services, Inc. May 2003 - November 2004
The Jane Goodall Institute February 2002 - September 2002
University of California January 2001 - January 2002
Lehman Brothers January 1999 - January 2001
Skills
Project Management, Email Marketing, Online Marketing, SEO, Strategy, Business Strategy, Management, Marketing Strategy, Cross-functional Team..., E-commerce, Competitive Analysis, Leadership, Financial Modeling, Product Marketing, Marketing Communications, Marketing, Online Advertising, Strategic Planning, Analytics
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Marketing, Management
University of California, Berkeley 1995 — 1999
BA, Economics
Amazon March 2014 - Present
Amazon February 2012 - March 2014
Amazon.com August 2010 - February 2012
Microsoft May 2009 - August 2009
The Jane Goodall Institute November 2004 - June 2008
Ameriprise Financial Services, Inc. May 2003 - November 2004
The Jane Goodall Institute February 2002 - September 2002
University of California January 2001 - January 2002
Lehman Brothers January 1999 - January 2001
Skills
Project Management, Email Marketing, Online Marketing, SEO, Strategy, Business Strategy, Management, Marketing Strategy, Cross-functional Team..., E-commerce, Competitive Analysis, Leadership, Financial Modeling, Product Marketing, Marketing Communications, Marketing, Online Advertising, Strategic Planning, Analytics
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Marketing, Management
University of California, Berkeley 1995 — 1999
BA, Economics
Jeffrey Iverson's Lehman Brothers Experience October 2004 - October 2008
Job Managing Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group November 2013 - Present
Pulse Capital Partners, LLC August 2011 - October 2013
RiverRock European Capital Partners January 2010 - August 2011
Nomura October 2008 - January 2010
Lehman Brothers October 2004 - October 2008
Weil Gotshal and Manges October 2003 - October 2004
Cooley Godward Kronish LLP 2000 - 2003
Skills
Securities Regulation, Corporate Governance
Education
University of California, Davis - School of Law 1997 — 2000
Juris Doctor, Law
University of Colorado at Boulder 1992 — 1996
BA, English, Philosophy
De La Salle High School - Concord, CA 1988 — 1992
The Blackstone Group November 2013 - Present
Pulse Capital Partners, LLC August 2011 - October 2013
RiverRock European Capital Partners January 2010 - August 2011
Nomura October 2008 - January 2010
Lehman Brothers October 2004 - October 2008
Weil Gotshal and Manges October 2003 - October 2004
Cooley Godward Kronish LLP 2000 - 2003
Skills
Securities Regulation, Corporate Governance
Education
University of California, Davis - School of Law 1997 — 2000
Juris Doctor, Law
University of Colorado at Boulder 1992 — 1996
BA, English, Philosophy
De La Salle High School - Concord, CA 1988 — 1992
Corey Wong's Lehman Brothers Experience 2006 - 2006
Job Business Development at Demand Media
Industry Entertainment
Experience
Demand Media 2014 - Present
Disney ABC Television Group January 2012 - 2014
Electronic Arts Interactive 2009 - 2012
William Blair and Company 2007 - 2008
Lehman Brothers 2006 - 2006
Deloitte & Touche 2006 - 2006
Merrill Lynch 2005 - 2005
Education
University of California, Los Angeles 2003 — 2007
Demand Media 2014 - Present
Disney ABC Television Group January 2012 - 2014
Electronic Arts Interactive 2009 - 2012
William Blair and Company 2007 - 2008
Lehman Brothers 2006 - 2006
Deloitte & Touche 2006 - 2006
Merrill Lynch 2005 - 2005
Education
University of California, Los Angeles 2003 — 2007
Alan Tekerlek's Lehman Brothers Experience May 1994 - October 2001
Job Managing Director at JMP Securities
Industry Investment Banking
Experience
JMP Securities November 2014 - Present
Aspect Partners LLC October 2001 - November 2014
Lehman Brothers May 1994 - October 2001
GE Capital August 1989 - May 1994
Skills
Investment Banking, Mergers, Due Diligence, Private Equity, Investments, Start-ups, Customer Service, Corporate Finance, Mergers & Acquisitions, Valuation
Education
University of California, Los Angeles 1983 — 1987
BA, Economics Business
JMP Securities November 2014 - Present
Aspect Partners LLC October 2001 - November 2014
Lehman Brothers May 1994 - October 2001
GE Capital August 1989 - May 1994
Skills
Investment Banking, Mergers, Due Diligence, Private Equity, Investments, Start-ups, Customer Service, Corporate Finance, Mergers & Acquisitions, Valuation
Education
University of California, Los Angeles 1983 — 1987
BA, Economics Business
Graeme Bath, CFA's Lehman Brothers Experience April 2007 - September 2008
Job Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets October 2012 - Present
Nomura Securities November 2009 - October 2012
Nomura International Plc September 2008 - October 2009
Lehman Brothers April 2007 - September 2008
Education
Wits Business School 2006 — 2006
Management
University of Cape Town 2001 — 2005
BSc. Engineering, Electro-Mechanical Engineering
RBC Capital Markets October 2012 - Present
Nomura Securities November 2009 - October 2012
Nomura International Plc September 2008 - October 2009
Lehman Brothers April 2007 - September 2008
Education
Wits Business School 2006 — 2006
Management
University of Cape Town 2001 — 2005
BSc. Engineering, Electro-Mechanical Engineering
Alex Bauer's Lehman Brothers Experience June 2005 - December 2008
Job Investor Relations at TriNet
Industry Human Resources
Experience
TriNet September 2014 - Present
Capital Market Exchange July 2013 - May 2014
Barclays Capital January 2009 - December 2012
Lehman Brothers June 2005 - December 2008
Barclays Global Investors June 2004 - August 2004
Morgan Stanley September 2000 - June 2003
Sosnowy Investment Management Company (SIMCO) April 1999 - May 2000
Morgan Stanley June 1998 - May 1999
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Capital Markets, Derivatives, Series 7, Structured Products, Bonds, Investment Banking, Credit Derivatives, Valuation, Alternative Investments, Trading, Financial Modeling, Investments, Structured Finance, Private Equity, Financial Structuring
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance and Real Estate
University of Washington 1994 — 1998
BA, Economics
TriNet September 2014 - Present
Capital Market Exchange July 2013 - May 2014
Barclays Capital January 2009 - December 2012
Lehman Brothers June 2005 - December 2008
Barclays Global Investors June 2004 - August 2004
Morgan Stanley September 2000 - June 2003
Sosnowy Investment Management Company (SIMCO) April 1999 - May 2000
Morgan Stanley June 1998 - May 1999
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Capital Markets, Derivatives, Series 7, Structured Products, Bonds, Investment Banking, Credit Derivatives, Valuation, Alternative Investments, Trading, Financial Modeling, Investments, Structured Finance, Private Equity, Financial Structuring
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance and Real Estate
University of Washington 1994 — 1998
BA, Economics
Yoshiaki Sasamura's Lehman Brothers Experience April 2007 - September 2008
Job Structured Solutions at Mitsubishi UFJ Securities
Industry Financial Services
Experience
Mitsubishi UFJ Securities 2015 - Present
UBS Securities December 2009 - 2014
Mill Hill Advisors January 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers April 2007 - September 2008
RBS Greenwich Capital December 2004 - April 2007
JPMorgan August 1997 - December 2004
Education
University of Cambridge
MA, Engineering
Mill Hill School
Mitsubishi UFJ Securities 2015 - Present
UBS Securities December 2009 - 2014
Mill Hill Advisors January 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers April 2007 - September 2008
RBS Greenwich Capital December 2004 - April 2007
JPMorgan August 1997 - December 2004
Education
University of Cambridge
MA, Engineering
Mill Hill School
Jaime Simon's Lehman Brothers Experience May 2000 - September 2008
Job Equity Research
Industry Financial Services
Experience
Ascend Capital June 2013 - Present
Lazard Capital Markets September 2008 - June 2013
Lehman Brothers May 2000 - September 2008
Skills
Series 7, Series 63
Education
University of California, Davis 1995 — 1999
Bachelor of Science (B.S.), Managerial Economics
Ascend Capital June 2013 - Present
Lazard Capital Markets September 2008 - June 2013
Lehman Brothers May 2000 - September 2008
Skills
Series 7, Series 63
Education
University of California, Davis 1995 — 1999
Bachelor of Science (B.S.), Managerial Economics
Robert Koenigsberger's Lehman Brothers Experience March 1995 - May 1998
Job Managing Partner at Gramercy Funds Management, LLC
Industry Financial Services
Experience
Gramercy Funds Management June 1998 - Present
Lehman Brothers March 1995 - May 1998
Merril Lynch 1991 - 1995
Education
University of Pennsylvania - The Lauder Institute 1991 — 1993
Master of Business Administration (M.B.A.), Finance/International Studies
University of California, San Diego 1983 — 1987
BA, Political Sciene/HIstory (Latin America)
Gramercy Funds Management June 1998 - Present
Lehman Brothers March 1995 - May 1998
Merril Lynch 1991 - 1995
Education
University of Pennsylvania - The Lauder Institute 1991 — 1993
Master of Business Administration (M.B.A.), Finance/International Studies
University of California, San Diego 1983 — 1987
BA, Political Sciene/HIstory (Latin America)
Lauren W Wong's Lehman Brothers Experience 2005 - 2008
Job Director, Quantitative Finance Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Morgan Stanley August 2010 - May 2013
Barclays Capital November 2008 - August 2010
Lehman Brothers 2005 - 2008
Skills
Credit Derivatives, Risk Management, Credit Risk, Derivatives, Portfolio Management
Education
University of California, Berkeley, Haas School of Business
MFE, Master of Financial Engineering
University of California, Davis
BS, Physics and Mathematics
University of California, Los Angeles
PhD, Condensed Matter Physics
Bank of America June 2013 - Present
Morgan Stanley August 2010 - May 2013
Barclays Capital November 2008 - August 2010
Lehman Brothers 2005 - 2008
Skills
Credit Derivatives, Risk Management, Credit Risk, Derivatives, Portfolio Management
Education
University of California, Berkeley, Haas School of Business
MFE, Master of Financial Engineering
University of California, Davis
BS, Physics and Mathematics
University of California, Los Angeles
PhD, Condensed Matter Physics
Andy Sparks's Lehman Brothers Experience July 1995 - September 2008
Job MD at MSCI
Industry Financial Services
Experience
MSCI Inc. May 2011 - Present
Barclays Capital September 2008 - January 2011
Lehman Brothers July 1995 - September 2008
Citicorp Securities January 1987 - July 1995
Education
The University of Chicago 1981 — 1984
M.A., Economics
University of California, Los Angeles 1974 — 1980
B.A., Economics
MSCI Inc. May 2011 - Present
Barclays Capital September 2008 - January 2011
Lehman Brothers July 1995 - September 2008
Citicorp Securities January 1987 - July 1995
Education
The University of Chicago 1981 — 1984
M.A., Economics
University of California, Los Angeles 1974 — 1980
B.A., Economics
Will Brilliant's Lehman Brothers Experience 2005 - 2007
Job Principal at Global Infrastructure Partners
Industry Venture Capital & Private Equity
Experience
Global Infrastructure Partners May 2007 - Present
Lehman Brothers 2005 - 2007
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
University of California, Los Angeles 1994 — 1998
BA, Economics
Global Infrastructure Partners May 2007 - Present
Lehman Brothers 2005 - 2007
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
University of California, Los Angeles 1994 — 1998
BA, Economics
Adam Young's Lehman Brothers Experience August 2005 - July 2006
Job Trader / Portfolio Manager
Industry Financial Services
Experience
Clear Haven Capital Management June 2012 - Present
Macquarie Bank June 2009 - April 2012
Bayview Asset Management January 2008 - June 2009
Deutsche Bank August 2006 - January 2008
Lehman Brothers August 2005 - July 2006
Morgan Stanley 2005 - 2005
Skills
Hedge Funds, Fixed Income, Derivatives, Securitization, ABS, MBS, Trading, Equities, Capital Markets, Investment Advisory, Valuation, Bonds, Structured Products
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2005
Master's degree
The University of Connecticut 1998 — 2002
Bachelor's degree, Mathematics
Bethel High School 1994 — 1998
Clear Haven Capital Management June 2012 - Present
Macquarie Bank June 2009 - April 2012
Bayview Asset Management January 2008 - June 2009
Deutsche Bank August 2006 - January 2008
Lehman Brothers August 2005 - July 2006
Morgan Stanley 2005 - 2005
Skills
Hedge Funds, Fixed Income, Derivatives, Securitization, ABS, MBS, Trading, Equities, Capital Markets, Investment Advisory, Valuation, Bonds, Structured Products
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2005
Master's degree
The University of Connecticut 1998 — 2002
Bachelor's degree, Mathematics
Bethel High School 1994 — 1998
Matt Anderson's Lehman Brothers Experience June 2008 - August 2008
Job Finance & Strategy at Square
Industry Internet
Experience
Square August 2013 - Present
GI Partners August 2011 - August 2013
Barclays Capital June 2009 - July 2011
Lehman Brothers June 2008 - August 2008
Skills
Valuation, Finance, Financial Modeling, Strategy, Investment Banking, Private Equity, Corporate Finance, Due Diligence, Mergers, Venture Capital, Financial Analysis, Data Analysis, Capital Markets
Education
University of California, Los Angeles 2005 — 2009
B.A., Economics/International Area Studies
Square August 2013 - Present
GI Partners August 2011 - August 2013
Barclays Capital June 2009 - July 2011
Lehman Brothers June 2008 - August 2008
Skills
Valuation, Finance, Financial Modeling, Strategy, Investment Banking, Private Equity, Corporate Finance, Due Diligence, Mergers, Venture Capital, Financial Analysis, Data Analysis, Capital Markets
Education
University of California, Los Angeles 2005 — 2009
B.A., Economics/International Area Studies
Alexis Felts's Lehman Brothers Experience August 2002 - December 2003
Job Health Information Technology Project Coordinator, USC University Hospital
Industry Hospital & Health Care
Experience
USC University Hospital July 2013 - Present
Keck Medical Center of USC July 2013 - September 2014
SFVAMC June 2008 - February 2012
Casa Madrona Hotel & Spa January 2004 - January 2005
Lehman Brothers August 2002 - December 2003
Heidrick & Struggles January 2000 - April 2002
Internet Healthcare Group May 2000 - December 2000
Salomon Smith Barney January 1998 - April 2000
Skills
Writing, PowerPoint, Research, Customer Relations, Administration, Database Administration, Microsoft Excel, Operational Excellence, Microsoft Word, Microsoft Office..., Executive Search, Business Correspondence, Written Correspondence, Client Liason, Department Budgeting, Travel Management, HR Policies, SOP development, Six Sigma, Microsoft CRM, ACT CRM, Time Management, Timekeeping, Secretarial Skills, Confidentiality, Outlook, Event Planning, Meeting Planning, Minutes, Video Conferencing, System Administration, Event Management, Management, Budgets
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Executive Certificate, MBA, Business Administration, 3.0
University of Wollongong 2006 — 2008
BSN, Nursing
University of Colorado Boulder 1994 — 1998
BS, Organizational Communications, 3.0
USC University Hospital July 2013 - Present
Keck Medical Center of USC July 2013 - September 2014
SFVAMC June 2008 - February 2012
Casa Madrona Hotel & Spa January 2004 - January 2005
Lehman Brothers August 2002 - December 2003
Heidrick & Struggles January 2000 - April 2002
Internet Healthcare Group May 2000 - December 2000
Salomon Smith Barney January 1998 - April 2000
Skills
Writing, PowerPoint, Research, Customer Relations, Administration, Database Administration, Microsoft Excel, Operational Excellence, Microsoft Word, Microsoft Office..., Executive Search, Business Correspondence, Written Correspondence, Client Liason, Department Budgeting, Travel Management, HR Policies, SOP development, Six Sigma, Microsoft CRM, ACT CRM, Time Management, Timekeeping, Secretarial Skills, Confidentiality, Outlook, Event Planning, Meeting Planning, Minutes, Video Conferencing, System Administration, Event Management, Management, Budgets
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Executive Certificate, MBA, Business Administration, 3.0
University of Wollongong 2006 — 2008
BSN, Nursing
University of Colorado Boulder 1994 — 1998
BS, Organizational Communications, 3.0
Bradley Bass's Lehman Brothers Experience June 2004 - September 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Barclays 2008 - July 2015
Lehman Brothers June 2004 - September 2008
Education
The University of Chicago 2003 — 2005
MBA, Finance and Economics
University of Colorado at Boulder 1996 — 2000
Finance
Morgan Stanley July 2015 - Present
Barclays 2008 - July 2015
Lehman Brothers June 2004 - September 2008
Education
The University of Chicago 2003 — 2005
MBA, Finance and Economics
University of Colorado at Boulder 1996 — 2000
Finance
Andrew Jaffray's Lehman Brothers Experience January 1997 - January 1997
Job Microsoft Cloud Infrastructure and Operations
Industry Computer Software
Experience
Microsoft June 2015 - Present
Microsoft June 2001 - June 2015
Weave Innovations March 2000 - March 2001
SunGard June 1997 - 2000
Lehman Brothers January 1997 - January 1997
Baring Securities April 1993 - December 1996
Cedar Design Systems 1990 - 1994
Skills
Software Development, Software Engineering
Education
University of Cape Town 1984 — 1988
BSc, Computer Science & Mathematics
Carter High School
Carter High School
Microsoft June 2015 - Present
Microsoft June 2001 - June 2015
Weave Innovations March 2000 - March 2001
SunGard June 1997 - 2000
Lehman Brothers January 1997 - January 1997
Baring Securities April 1993 - December 1996
Cedar Design Systems 1990 - 1994
Skills
Software Development, Software Engineering
Education
University of Cape Town 1984 — 1988
BSc, Computer Science & Mathematics
Carter High School
Carter High School
Brandon Pae's Lehman Brothers Experience July 2007 - September 2008
Job Senior Fixed Income Portfolio Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management February 2015 - Present
Wells Capital Management January 2012 - February 2015
Morgan Keegan November 2011 - December 2011
University of California, Berkeley June 2010 - November 2011
Wedbush Securities September 2011 - October 2011
California Community Foundation May 2009 - June 2009
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
University of California, Berkeley 2001 — 2005
BA, Economics and Political Science
Wells Capital Management February 2015 - Present
Wells Capital Management January 2012 - February 2015
Morgan Keegan November 2011 - December 2011
University of California, Berkeley June 2010 - November 2011
Wedbush Securities September 2011 - October 2011
California Community Foundation May 2009 - June 2009
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
University of California, Berkeley 2001 — 2005
BA, Economics and Political Science
Amish Tolia's Lehman Brothers Experience 2007 - 2009
Job Vice President at Peloton Document Solutions
Industry Computer Software
Experience
Peloton Document Solutions 2013 - Present
BeachMint 2012 - 2012
The Gores Group August 2009 - July 2011
Lehman Brothers 2007 - 2009
Lehman Brothers 2006 - 2006
Lehman Brothers 2005 - 2005
Skills
Private Equity, Valuation, Mergers, Mergers & Acquisitions, Business Development, Venture Capital, Investment Banking, Corporate Development, Due Diligence, Corporate Finance, M&A experience, Business Valuation, Leveraged Finance, Private Placements, Finance, Capital Markets, Investments
Education
University of Pennsylvania - The Wharton School
MBA
University of California, Los Angeles
BA, Business-Economics, Accounting
Peloton Document Solutions 2013 - Present
BeachMint 2012 - 2012
The Gores Group August 2009 - July 2011
Lehman Brothers 2007 - 2009
Lehman Brothers 2006 - 2006
Lehman Brothers 2005 - 2005
Skills
Private Equity, Valuation, Mergers, Mergers & Acquisitions, Business Development, Venture Capital, Investment Banking, Corporate Development, Due Diligence, Corporate Finance, M&A experience, Business Valuation, Leveraged Finance, Private Placements, Finance, Capital Markets, Investments
Education
University of Pennsylvania - The Wharton School
MBA
University of California, Los Angeles
BA, Business-Economics, Accounting
Lars Mohn's Lehman Brothers Experience September 2000 - September 2008
Job Managing Director bei Belgravia Capital
Industry Real Estate
Experience
Belgravia Capital April 2011 - Present
REInvest SA August 2008 - August 2013
McKinsey & Company November 2010 - January 2012
Lehman Brothers September 2000 - September 2008
FINOVA Capital Corporation September 1999 - September 2000
Belgravia Capital April 1997 - August 1999
Skills
Private Equity, Valuation, Investments, Capital Markets, Due Diligence, Asset Management, Real Estate Economics, Financial Modeling, Investment Banking, Financial Structuring, Structured Finance, Portfolio Management, Fixed Income, Restructuring
Education
University of California, Irvine 1994 — 1997
1997, Economics
Belgravia Capital April 2011 - Present
REInvest SA August 2008 - August 2013
McKinsey & Company November 2010 - January 2012
Lehman Brothers September 2000 - September 2008
FINOVA Capital Corporation September 1999 - September 2000
Belgravia Capital April 1997 - August 1999
Skills
Private Equity, Valuation, Investments, Capital Markets, Due Diligence, Asset Management, Real Estate Economics, Financial Modeling, Investment Banking, Financial Structuring, Structured Finance, Portfolio Management, Fixed Income, Restructuring
Education
University of California, Irvine 1994 — 1997
1997, Economics
Danielle Prosinski's Lehman Brothers Experience June 2008 - August 2008
Job Technical Account Manager at Return Path
Industry Marketing and Advertising
Experience
Return Path August 2015 - Present
XO Group Inc. (Formerly The Knot Inc.) June 2014 - July 2015
XO Group Inc. (Formerly The Knot Inc.) January 2014 - June 2014
XO Group Inc. (Formerly The Knot Inc.) June 2013 - January 2014
XO Group Inc. (Formerly The Knot Inc.) November 2011 - June 2013
The Samra Group May 2010 - November 2011
Orlando Science Center August 2009 - December 2009
Lehman Brothers June 2008 - August 2008
Skills
Email Marketing, Digital Marketing, Online Advertising, Google Analytics, Online Marketing, SEM, Web Analytics, Mobile Marketing, PPC, Omniture, Google Adwords, Marketing, Social Media Marketing, Social Media, Advertising, Digital Media, Social Networking, Marketing Strategy, Facebook, Management, Digital Strategy, Lead Generation
Education
University of Central Florida 2005 — 2009
BSBA, Marketing
Return Path August 2015 - Present
XO Group Inc. (Formerly The Knot Inc.) June 2014 - July 2015
XO Group Inc. (Formerly The Knot Inc.) January 2014 - June 2014
XO Group Inc. (Formerly The Knot Inc.) June 2013 - January 2014
XO Group Inc. (Formerly The Knot Inc.) November 2011 - June 2013
The Samra Group May 2010 - November 2011
Orlando Science Center August 2009 - December 2009
Lehman Brothers June 2008 - August 2008
Skills
Email Marketing, Digital Marketing, Online Advertising, Google Analytics, Online Marketing, SEM, Web Analytics, Mobile Marketing, PPC, Omniture, Google Adwords, Marketing, Social Media Marketing, Social Media, Advertising, Digital Media, Social Networking, Marketing Strategy, Facebook, Management, Digital Strategy, Lead Generation
Education
University of Central Florida 2005 — 2009
BSBA, Marketing
Garrett Solis's Lehman Brothers Experience April 2008 - September 2008
Job Business Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2008 - Present
Lehman Brothers April 2008 - September 2008
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA
University of California, Santa Cruz 2002 — 2006
BS, Biology
Campolindo High School
Credit Suisse September 2008 - Present
Lehman Brothers April 2008 - September 2008
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA
University of California, Santa Cruz 2002 — 2006
BS, Biology
Campolindo High School
Guy Hanson's Lehman Brothers Experience October 2000 - September 2003
Job VP Regulatory Group at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2014 - Present
Deutsche Bank April 2012 - January 2014
UBS August 2011 - March 2012
Barclays Capital August 2008 - August 2010
JPMorgan Chase November 2003 - July 2008
Lehman Brothers October 2000 - September 2003
Vosper Thornycroft Marine Products 1997 - 2000
Education
University of Canterbury 1992 — 1995
B Eng, Mechanical Engineering
Deutsche Bank February 2014 - Present
Deutsche Bank April 2012 - January 2014
UBS August 2011 - March 2012
Barclays Capital August 2008 - August 2010
JPMorgan Chase November 2003 - July 2008
Lehman Brothers October 2000 - September 2003
Vosper Thornycroft Marine Products 1997 - 2000
Education
University of Canterbury 1992 — 1995
B Eng, Mechanical Engineering
Brian Sigler's Lehman Brothers Experience 2008 - 2008
Job Investor Relations at RealtyMogul.com
Industry Financial Services
Experience
RealtyMogul.com 2015 - Present
Barclays Wealth and Investment Management, Americas 2013 - 2015
Morgan Stanley 2009 - 2013
Lehman Brothers 2008 - 2008
Strada Capital Corporation 2004 - 2007
Balboa Capital 2003 - 2004
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Valuation & Financial Analysis, Entrepreneurship
University of California, Los Angeles 1999 — 2003
BA, Business Economics, Minor: Accounting
Sunny Hills High School 1995 — 1999
RealtyMogul.com 2015 - Present
Barclays Wealth and Investment Management, Americas 2013 - 2015
Morgan Stanley 2009 - 2013
Lehman Brothers 2008 - 2008
Strada Capital Corporation 2004 - 2007
Balboa Capital 2003 - 2004
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Valuation & Financial Analysis, Entrepreneurship
University of California, Los Angeles 1999 — 2003
BA, Business Economics, Minor: Accounting
Sunny Hills High School 1995 — 1999
Bing Presnell's Lehman Brothers Experience January 2000 - 2009
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS October 2009 - Present
Lehman Brothers January 2000 - 2009
Education
University of California, Berkeley 1976 — 1980
International Economics
UBS October 2009 - Present
Lehman Brothers January 2000 - 2009
Education
University of California, Berkeley 1976 — 1980
International Economics
Craig Huber's Lehman Brothers Experience June 2004 - September 2008
Job Equity Research Analyst at Huber Research Partners, LLC
Industry Financial Services
Experience
Huber Research Partners, LLC January 2012 - Present
Access 342, LLC November 2009 - December 2011
Barclays Capital September 2008 - November 2009
Lehman Brothers June 2004 - September 2008
Morgan Stanley January 1995 - June 2004
Kidder Peabody April 1993 - December 1994
Skills
Equity Research, Stock Picking, Sell Side, Equities, Hedge Funds, Fixed Income, Equity Valuation, Valuation, Buy-side, Investment Banking
Education
University of California, Davis 1990 — 1992
MBA
University of California, Davis 1984 — 1989
BS, Mechanical Engineering
Huber Research Partners, LLC January 2012 - Present
Access 342, LLC November 2009 - December 2011
Barclays Capital September 2008 - November 2009
Lehman Brothers June 2004 - September 2008
Morgan Stanley January 1995 - June 2004
Kidder Peabody April 1993 - December 1994
Skills
Equity Research, Stock Picking, Sell Side, Equities, Hedge Funds, Fixed Income, Equity Valuation, Valuation, Buy-side, Investment Banking
Education
University of California, Davis 1990 — 1992
MBA
University of California, Davis 1984 — 1989
BS, Mechanical Engineering
Geoffrey Noel's Lehman Brothers Experience 2005 - 2006
Job Sr. Software Engineer at Bloomberg
Industry Financial Services
Experience
Bloomberg April 2010 - Present
Dog Gone Walking June 2006 - March 2010
Lehman Brothers 2005 - 2006
Tealeaf Technology October 2000 - June 2001
Action Technologies 1997 - 2000
Education
University of California, Berkeley 2002 — 2004
BA, Mathematics
Bloomberg April 2010 - Present
Dog Gone Walking June 2006 - March 2010
Lehman Brothers 2005 - 2006
Tealeaf Technology October 2000 - June 2001
Action Technologies 1997 - 2000
Education
University of California, Berkeley 2002 — 2004
BA, Mathematics
Cullen Schannep's Lehman Brothers Experience June 2005 - June 2007
Job Vice President at Lexington Partners
Industry Venture Capital & Private Equity
Experience
Lexington Partners February 2009 - Present
DCA Partners July 2007 - December 2008
Lehman Brothers June 2005 - June 2007
Skills
LBO, Private Equity, Valuation, Mergers & Acquisitions, Entrepreneurship
Education
University of California, Los Angeles 2001 — 2005
BA, Business Economics
Lexington Partners February 2009 - Present
DCA Partners July 2007 - December 2008
Lehman Brothers June 2005 - June 2007
Skills
LBO, Private Equity, Valuation, Mergers & Acquisitions, Entrepreneurship
Education
University of California, Los Angeles 2001 — 2005
BA, Business Economics
Kristin Mayse's Lehman Brothers Experience October 2006 - August 2007
Job Technical Recruiter with Alar Staffing Corp.
Industry Staffing and Recruiting
Experience
Alar Staffing Corp. May 2010 - Present
COMPA Industries, Inc. September 2009 - May 2010
ResMed August 2007 - September 2009
Lehman Brothers October 2006 - August 2007
HireQuest December 2005 - October 2006
HLI, Inc September 2003 - November 2005
Education
University of California, Irvine 2006 — 2010
Project Management
Alar Staffing Corp. May 2010 - Present
COMPA Industries, Inc. September 2009 - May 2010
ResMed August 2007 - September 2009
Lehman Brothers October 2006 - August 2007
HireQuest December 2005 - October 2006
HLI, Inc September 2003 - November 2005
Education
University of California, Irvine 2006 — 2010
Project Management
Carolina Con's Lehman Brothers Experience April 1995 - April 1998
Job President at Gracious Style
Industry Retail
Experience
Gracious Style 1999 - Present
Bear Stearns April 1998 - August 1998
Lehman Brothers April 1995 - April 1998
Bank Street Consulting Group August 1992 - April 1995
Education
University of California, Berkeley 1987 — 1992
BA, English, French
Gracious Style 1999 - Present
Bear Stearns April 1998 - August 1998
Lehman Brothers April 1995 - April 1998
Bank Street Consulting Group August 1992 - April 1995
Education
University of California, Berkeley 1987 — 1992
BA, English, French
Natalie Simpkins's Lehman Brothers Experience 2006 - 2006
Job Director, Entertainment Brand Partnerships at DanceOn
Industry Entertainment
Experience
DanceOn January 2015 - Present
Fox Filmed Entertainment February 2013 - January 2015
Lionsgate 2012 - 2013
Miramax 2010 - 2012
KPMG UK 2009 - 2010
EMAP 2008 - 2009
Lehman Brothers 2006 - 2006
Skills
Entertainment, Film Production, Digital Media, Microsoft Office, Market Research, Marketing Strategy, Video Production, Research, Social Media, Competitive Analysis, Facebook, Business Development, Strategic Planning, New Media, New Business Development, Creative Writing, Television, Project Management, Content Strategy, Social Media Marketing, Strategy, Finance, Financial Modeling, Event Management, Public Speaking, Microsoft Excel, Editing, Film, Valuation, Marketing, Financial Analysis, Digital Strategy, Online Advertising, Budgets, Publicity, Public Relations, Investor Relations, Business Strategy, Mergers, Strategic Partnerships, Data Analysis, Corporate Development, Fundraising, Copy Editing, Event Planning, Entrepreneurship, Digital Marketing, Social Networking, Analytics, Communication
Education
University of Cambridge
Bachelor of Arts (B.A.)/ Master of Arts (M.A.), English Literature
DanceOn January 2015 - Present
Fox Filmed Entertainment February 2013 - January 2015
Lionsgate 2012 - 2013
Miramax 2010 - 2012
KPMG UK 2009 - 2010
EMAP 2008 - 2009
Lehman Brothers 2006 - 2006
Skills
Entertainment, Film Production, Digital Media, Microsoft Office, Market Research, Marketing Strategy, Video Production, Research, Social Media, Competitive Analysis, Facebook, Business Development, Strategic Planning, New Media, New Business Development, Creative Writing, Television, Project Management, Content Strategy, Social Media Marketing, Strategy, Finance, Financial Modeling, Event Management, Public Speaking, Microsoft Excel, Editing, Film, Valuation, Marketing, Financial Analysis, Digital Strategy, Online Advertising, Budgets, Publicity, Public Relations, Investor Relations, Business Strategy, Mergers, Strategic Partnerships, Data Analysis, Corporate Development, Fundraising, Copy Editing, Event Planning, Entrepreneurship, Digital Marketing, Social Networking, Analytics, Communication
Education
University of Cambridge
Bachelor of Arts (B.A.)/ Master of Arts (M.A.), English Literature
Che ( Jay ) M. Tsai, CFA's Lehman Brothers Experience September 1998 - August 1999
Job retired
Industry Investment Management
Experience
JM Tsai Asset Management September 2010 - Present
CFALA - USC Marshall Business School April 2009 - April 2013
JM Tsai Asset Management January 2005 - September 2010
CFA Society of Orange County May 2005 - May 2006
CFA Society of Orange County January 2002 - May 2005
Morgan Stanley September 1999 - December 2004
Lehman Brothers September 1998 - August 1999
First New York LLC June 1997 - September 1998
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Financial Engineering
University of California, Los Angeles
Computer Science and Engineering
JM Tsai Asset Management September 2010 - Present
CFALA - USC Marshall Business School April 2009 - April 2013
JM Tsai Asset Management January 2005 - September 2010
CFA Society of Orange County May 2005 - May 2006
CFA Society of Orange County January 2002 - May 2005
Morgan Stanley September 1999 - December 2004
Lehman Brothers September 1998 - August 1999
First New York LLC June 1997 - September 1998
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Financial Engineering
University of California, Los Angeles
Computer Science and Engineering
Bradley Connor's Lehman Brothers Experience 2004 - 2008
Job Vice President, Corporate Development at Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications Executive DirectorNomura International2008 - 2011
Lehman Brothers 2004 - 2008
Education
University of Colorado at Boulder 1996 — 2000
Bachelor of Arts (BA), Economics
Level 3 Communications Executive DirectorNomura International2008 - 2011
Lehman Brothers 2004 - 2008
Education
University of Colorado at Boulder 1996 — 2000
Bachelor of Arts (BA), Economics
Chip Howard's Lehman Brothers Experience 1987 - 1988
Job Vice President & National Account Manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management February 1991 - Present
J&W Seligman 1989 - 1990
Lehman Brothers 1987 - 1988
Sutro & Company 1982 - 1987
Procter & Gamble 1978 - 1982
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Series 63, Separately Managed..., Investments, Securities, Fixed Income, Equities, Wealth Management, Portfolio Management, Financial Services
Education
University of San Francisco 1976 — 1978
Bachelor of Science (BS), Business/Managerial Economics
University of Cincinnati 1974 — 1975
HighMark Capital Management February 1991 - Present
J&W Seligman 1989 - 1990
Lehman Brothers 1987 - 1988
Sutro & Company 1982 - 1987
Procter & Gamble 1978 - 1982
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Series 63, Separately Managed..., Investments, Securities, Fixed Income, Equities, Wealth Management, Portfolio Management, Financial Services
Education
University of San Francisco 1976 — 1978
Bachelor of Science (BS), Business/Managerial Economics
University of Cincinnati 1974 — 1975
George R. Chen's Lehman Brothers Experience June 2001 - August 2001
Job Venture Capitalist
Industry Venture Capital & Private Equity
Experience
StillPoint Capital LLC July 2014 - November 2014
RBC Capital Markets August 2011 - July 2012
Deutsche Bank July 2007 - November 2010
Credit Suisse June 2003 - June 2007
RBC Capital Markets July 2002 - May 2003
Lehman Brothers June 2001 - August 2001
Education
University of California, Berkeley 1998 — 2002
Bachelor of Science
StillPoint Capital LLC July 2014 - November 2014
RBC Capital Markets August 2011 - July 2012
Deutsche Bank July 2007 - November 2010
Credit Suisse June 2003 - June 2007
RBC Capital Markets July 2002 - May 2003
Lehman Brothers June 2001 - August 2001
Education
University of California, Berkeley 1998 — 2002
Bachelor of Science
Ben Paull, CFA's Lehman Brothers Experience July 2003 - September 2008
Job Deputy COO at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital September 2008 - Present
Lehman Brothers July 2003 - September 2008
Education
University of Colorado Boulder 1999 — 2003
Bachelor's degree, Accounting and Finance
Magnetar Capital September 2008 - Present
Lehman Brothers July 2003 - September 2008
Education
University of Colorado Boulder 1999 — 2003
Bachelor's degree, Accounting and Finance
Brent Reid's Lehman Brothers Experience 1999 - 2001
Job Managing Partner at Mile Rock Capital
Industry Real Estate
Experience
Mile Rock Capital 2008 - Present
MacFarlane Partners 2006 - 2008
Quad-C Management, Inc. 2001 - 2004
Lehman Brothers 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Real Estate
University of Colorado Boulder
Finance
Mile Rock Capital 2008 - Present
MacFarlane Partners 2006 - 2008
Quad-C Management, Inc. 2001 - 2004
Lehman Brothers 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Real Estate
University of Colorado Boulder
Finance
Darian Cohen's Lehman Brothers Experience September 1983 - September 2008
Job
Industry Investment Management
Experience
Deutsche Bank Securities September 2008 - Present
Lehman Brothers September 1983 - September 2008
Skills
Portfolio Management, Investments, Municipal Bonds, Options, Equities, Fixed Income
Education
University of California, Los Angeles 1978 — 1982
Bachelor's degree, Business/Economics
Deutsche Bank Securities September 2008 - Present
Lehman Brothers September 1983 - September 2008
Skills
Portfolio Management, Investments, Municipal Bonds, Options, Equities, Fixed Income
Education
University of California, Los Angeles 1978 — 1982
Bachelor's degree, Business/Economics
Clinton Greene's Lehman Brothers Experience March 2005 - September 2008
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - November 2013
Lehman Brothers March 2005 - September 2008
Round Hill Securities September 2002 - March 2005
Skills
Investments, Portfolio Management, Private Banking, Sales
Education
University of California, San Diego 1998 — 2002
Bachelor of Arts (B.A.), Economics
Las Lomas High School 1994 — 1998
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - November 2013
Lehman Brothers March 2005 - September 2008
Round Hill Securities September 2002 - March 2005
Skills
Investments, Portfolio Management, Private Banking, Sales
Education
University of California, San Diego 1998 — 2002
Bachelor of Arts (B.A.), Economics
Las Lomas High School 1994 — 1998
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS