Lehman Brothers
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Headquarters: New York City, New York, United States Number of employees: 26,200 (2008) Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners, Founders: Henry Lehman, Emanuel Lehman, Mayer Lehman
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10,333 Lehman Brothers employees in database. Find out everything there's to know about Lehman Brothers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lehman Brothers Employees
Employee
Years
Job
Industry
Bret Schiller Bret Schiller's Lehman Brothers Experience July 2005 - March 2007
Job Director, Healthcare Investment Banking
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2009 - Present
Morgan Stanley March 2007 - July 2009
Lehman Brothers July 2005 - March 2007
Lehman Brothers June 2004 - August 2004
Skills
Investment Banking, Series 7, Valuation, Debt, Equities, Capital Markets, Financial Modeling, Corporate Finance, Credit Analysis, IPO, Leveraged Finance, Mergers, LBO, Series 63, Origination, Financial Markets, Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration
University of Georgia - Terry College of Business
Bachelor of Business Administration with Honors
SunTrust Robinson Humphrey August 2009 - Present
Morgan Stanley March 2007 - July 2009
Lehman Brothers July 2005 - March 2007
Lehman Brothers June 2004 - August 2004
Skills
Investment Banking, Series 7, Valuation, Debt, Equities, Capital Markets, Financial Modeling, Corporate Finance, Credit Analysis, IPO, Leveraged Finance, Mergers, LBO, Series 63, Origination, Financial Markets, Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration
University of Georgia - Terry College of Business
Bachelor of Business Administration with Honors
Richard Schnider Richard Schnider's Lehman Brothers Experience September 1999 - July 2001
Job Commercial Sales Associate at Calcagni Commercial Real Estate
Industry Real Estate
Experience
Calcagni Commercial Real Est January 2015 - Present
Kottke Associates December 2013 - December 2014
Nico Trading June 2011 - December 2013
Consolidated Trading LLC June 2005 - January 2011
Urban Mortgage August 2001 - May 2005
Lehman Brothers September 1999 - July 2001
Skills
Trading, Securities, Portfolio Management, Equities, Options, commodities, Commodity, Fixed Income, Hedging, ETFs, Trading Strategies, Electronic Trading, Market Making, Proprietary Trading, Risk Management, Derivatives, Trading Systems, Financial Markets, Investments, Bloomberg
Education
University of Denver 1994 — 1998
BA, Finance/Economics
University of Denver 1994 — 1998
Daniels School; Bachelor of Science, Business; Finance
Calcagni Commercial Real Est January 2015 - Present
Kottke Associates December 2013 - December 2014
Nico Trading June 2011 - December 2013
Consolidated Trading LLC June 2005 - January 2011
Urban Mortgage August 2001 - May 2005
Lehman Brothers September 1999 - July 2001
Skills
Trading, Securities, Portfolio Management, Equities, Options, commodities, Commodity, Fixed Income, Hedging, ETFs, Trading Strategies, Electronic Trading, Market Making, Proprietary Trading, Risk Management, Derivatives, Trading Systems, Financial Markets, Investments, Bloomberg
Education
University of Denver 1994 — 1998
BA, Finance/Economics
University of Denver 1994 — 1998
Daniels School; Bachelor of Science, Business; Finance
Casey Biegelsen Casey Biegelsen's Lehman Brothers Experience June 2006 - September 2008
Job Director at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers June 2006 - September 2008
George K. Baum & Company June 2003 - June 2006
Skills
Banking, Financial Services, Investment Banking, Financial Modeling, Fixed Income, Valuation, Derivatives, Bonds, Financial Analysis, Portfolio Management
Education
University of Colorado Boulder
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Arts (B.A.), Mathematics
Barclays September 2008 - Present
Lehman Brothers June 2006 - September 2008
George K. Baum & Company June 2003 - June 2006
Skills
Banking, Financial Services, Investment Banking, Financial Modeling, Fixed Income, Valuation, Derivatives, Bonds, Financial Analysis, Portfolio Management
Education
University of Colorado Boulder
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Arts (B.A.), Mathematics
Lori Frisbie Lori Frisbie's Lehman Brothers Experience June 1984 - September 1985
Job Montecito Treasures, Fine Furniture Consignment, Fluxa Home
Industry Furniture
Experience
Montecito Treasures January 2014 - Present
UC Santa Barbara September 2009 - May 2013
Santa Barbara City College August 2010 - December 2010
Guide to Guys Movie January 2005 - September 2005
The WB Television Network March 2004 - March 2005
Cambridge Capital Partners March 1988 - March 1989
Paine Webber October 1987 - March 1988
Paine Webber September 1985 - October 1987
Lehman Brothers June 1984 - September 1985
Skills
Furniture, Fine Furniture, Antique Furniture, Furnishings, Interior Design, Sales, Modern Furniture, Social Media Marketing, Merchandising, Web Design, Web Services, Resales, Design, Home Staging, Real Estate Staging, Microsoft Excel, Public Speaking, Community Outreach, PowerPoint, Microsoft Office, Event Planning, Grant Writing, Microsoft Word, Teaching, Fundraising, Nonprofits, Research, Editing
Education
University of California Santa Barbara 2009 — 2012
Global and International Studies
University of Paris, Dauphine 1983 — 1984
Maitrese, Development Economics and International Development
University of Colorado at Boulder 1980 — 1983
Bachelor of Arts (BA), Journalism/Economics
Montecito Treasures January 2014 - Present
UC Santa Barbara September 2009 - May 2013
Santa Barbara City College August 2010 - December 2010
Guide to Guys Movie January 2005 - September 2005
The WB Television Network March 2004 - March 2005
Cambridge Capital Partners March 1988 - March 1989
Paine Webber October 1987 - March 1988
Paine Webber September 1985 - October 1987
Lehman Brothers June 1984 - September 1985
Skills
Furniture, Fine Furniture, Antique Furniture, Furnishings, Interior Design, Sales, Modern Furniture, Social Media Marketing, Merchandising, Web Design, Web Services, Resales, Design, Home Staging, Real Estate Staging, Microsoft Excel, Public Speaking, Community Outreach, PowerPoint, Microsoft Office, Event Planning, Grant Writing, Microsoft Word, Teaching, Fundraising, Nonprofits, Research, Editing
Education
University of California Santa Barbara 2009 — 2012
Global and International Studies
University of Paris, Dauphine 1983 — 1984
Maitrese, Development Economics and International Development
University of Colorado at Boulder 1980 — 1983
Bachelor of Arts (BA), Journalism/Economics
Matthew Schroeder Matthew Schroeder's Lehman Brothers Experience October 1997 - December 2000
Job Managing Member
Industry Accounting
Experience
Self-employed January 2014 - Present
Goldman Sachs December 2000 - January 2014
COBAR 2009 - 2013
EITF 2005 - 2013
SIFMA GFIACC 2004 - 2013
Lehman Brothers October 1997 - December 2000
Lehman Brothers 1998 - 2000
Skills
Complex transactions,..., Due Diligence, Accounting, SEC filings, Management, Financial Structuring, Policy, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, FASB, Financial Accounting, Internal Controls, GAAP, Auditing, CPA, US GAAP, Sarbanes-Oxley Act, Valuation, Finance, SEC Filings
Education
University of Florida 1979 — 1982
Bachelor of Accounting, Accounting and Finance, Cum Laude
University of Florida
Bachelor of Accounting, Accounting and Finance
Self-employed January 2014 - Present
Goldman Sachs December 2000 - January 2014
COBAR 2009 - 2013
EITF 2005 - 2013
SIFMA GFIACC 2004 - 2013
Lehman Brothers October 1997 - December 2000
Lehman Brothers 1998 - 2000
Skills
Complex transactions,..., Due Diligence, Accounting, SEC filings, Management, Financial Structuring, Policy, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, FASB, Financial Accounting, Internal Controls, GAAP, Auditing, CPA, US GAAP, Sarbanes-Oxley Act, Valuation, Finance, SEC Filings
Education
University of Florida 1979 — 1982
Bachelor of Accounting, Accounting and Finance, Cum Laude
University of Florida
Bachelor of Accounting, Accounting and Finance
Joshua Sack, CPA Joshua Sack, CPA's Lehman Brothers Experience July 1999 - April 2008
Job CoOwner at Yulish & Associates
Industry Accounting
Experience
Yulish & Associates May 2008 - Present
Lehman Brothers July 1999 - April 2008
Deloitte & Touche September 1996 - June 1999
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Operational Due..., Statistical Data..., Back Office, Alternative Investments, Finance, Auditing, Banking, Financial Markets, Start-ups, Management, Accounting, Asset Management, Valuation, Financial Modeling
Education
University of Denver - Daniels College of Business 1991 — 1996
M.Acc & B.S.Acc, Accounting
Yulish & Associates May 2008 - Present
Lehman Brothers July 1999 - April 2008
Deloitte & Touche September 1996 - June 1999
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Operational Due..., Statistical Data..., Back Office, Alternative Investments, Finance, Auditing, Banking, Financial Markets, Start-ups, Management, Accounting, Asset Management, Valuation, Financial Modeling
Education
University of Denver - Daniels College of Business 1991 — 1996
M.Acc & B.S.Acc, Accounting
Catherine Ryan Catherine Ryan's Lehman Brothers Experience September 2007 - November 2008
Job VP of OperationsJaguar Growth Partners
Industry Venture Capital & Private Equity
Experience
Jaguar Growth Partners August 2013 - Present
Macquarie Bank June 2009 - August 2013
Lehman Brothers September 2007 - November 2008
St. Rose of Lima School September 2004 - June 2007
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Equity Derivatives, FX Options, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Middle Office, Securities
Education
University of Dayton 1999 — 2003
Garden City High School 1995 — 1999
Adelphi University
MS, Childhood Education
Jaguar Growth Partners August 2013 - Present
Macquarie Bank June 2009 - August 2013
Lehman Brothers September 2007 - November 2008
St. Rose of Lima School September 2004 - June 2007
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Equity Derivatives, FX Options, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Middle Office, Securities
Education
University of Dayton 1999 — 2003
Garden City High School 1995 — 1999
Adelphi University
MS, Childhood Education
Jason Giunta Jason Giunta's Lehman Brothers Experience January 2006 - September 2008
Job Vice President Tradeweb
Industry Financial Services
Experience
Tradeweb August 2015 - Present
Nomura Securities August 2009 - June 2015
Barclays Investment Bank September 2008 - August 2009
Lehman Brothers January 2006 - September 2008
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Portfolio Management, Trading, Investments, Hedge Funds, Banking
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (BS), Finance, General
Tradeweb August 2015 - Present
Nomura Securities August 2009 - June 2015
Barclays Investment Bank September 2008 - August 2009
Lehman Brothers January 2006 - September 2008
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Portfolio Management, Trading, Investments, Hedge Funds, Banking
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (BS), Finance, General
Anu Mathur Anu Mathur's Lehman Brothers Experience July 2008 - September 2008
Job Portfolio Specialist
Industry Financial Services
Experience
Neuberger Berman May 2011 - Present
Neuberger Berman September 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - August 2007
Skills
Financial Services, Commodity, Hedge Funds, Alternative Investments, Quantitative Analytics, Asset Allocation, Asset Managment, Investments, Investor Relations, Asset Management
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Finance, Entrepreneurship
2015 Level II Candidate in the CFA Program
Neuberger Berman May 2011 - Present
Neuberger Berman September 2008 - May 2011
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - August 2007
Skills
Financial Services, Commodity, Hedge Funds, Alternative Investments, Quantitative Analytics, Asset Allocation, Asset Managment, Investments, Investor Relations, Asset Management
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Finance, Entrepreneurship
2015 Level II Candidate in the CFA Program
Jim Chester Jim Chester's Lehman Brothers Experience August 2003 - July 2004
Job Senior Vice President at Raymond James
Industry Investment Banking
Experience
Raymond James March 2006 - Present
Morgan Stanley 2004 - 2006
Lehman Brothers August 2003 - July 2004
Lehman Brothers June 2002 - August 2002
First Union 1998 - 2001
SouthTrust Bank July 1993 - April 1998
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Finance, Investments, Capital Markets, Finance, Portfolio Management, Investment Banking, Equities, Risk Management, Financial Services, Credit, Banking, Asset Management, Alternative Investments, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
University of Alabama at Birmingham 1995 — 1998
Master of Accounting
University of Georgia - Terry College of Business 1988 — 1993
Bachelor of Business Administration (BBA), Finance
Raymond James March 2006 - Present
Morgan Stanley 2004 - 2006
Lehman Brothers August 2003 - July 2004
Lehman Brothers June 2002 - August 2002
First Union 1998 - 2001
SouthTrust Bank July 1993 - April 1998
Skills
Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Finance, Investments, Capital Markets, Finance, Portfolio Management, Investment Banking, Equities, Risk Management, Financial Services, Credit, Banking, Asset Management, Alternative Investments, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
University of Alabama at Birmingham 1995 — 1998
Master of Accounting
University of Georgia - Terry College of Business 1988 — 1993
Bachelor of Business Administration (BBA), Finance
Brett Keyser Brett Keyser's Lehman Brothers Experience August 2004 - June 2008
Job Realtor at RE/MAX Alliance
Industry Real Estate
Experience
RE/MAX Alliance October 2008 - Present
Lehman Brothers August 2004 - June 2008
Skills
Investment Properties, Real Estate, Real Estate Investment, Sellers, Short Sales, Foreclosures, REO, Relocation, First Time Home Buyers, Investors, Real Estate Transactions, Condos, Residential Homes, Referrals, Single Family Homes, Buyer Representation, New Home Sales, Listings, ABR, Real Estate Development, Selling, Luxury, Property Management
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MBA, Business
University of Florida
B.S. Finance, Cum Laude
RE/MAX Alliance October 2008 - Present
Lehman Brothers August 2004 - June 2008
Skills
Investment Properties, Real Estate, Real Estate Investment, Sellers, Short Sales, Foreclosures, REO, Relocation, First Time Home Buyers, Investors, Real Estate Transactions, Condos, Residential Homes, Referrals, Single Family Homes, Buyer Representation, New Home Sales, Listings, ABR, Real Estate Development, Selling, Luxury, Property Management
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MBA, Business
University of Florida
B.S. Finance, Cum Laude
Kreighton Bieger Kreighton Bieger's Lehman Brothers Experience June 1999 - August 1999
Job Principal at KilterHowling LLC
Industry Investment Management
Experience
KilterHowling LLC January 2014 - Present
Sargent Bickham Lagudis June 2013 - January 2014
Sargent Bickham Lagudis May 2010 - January 2014
Janus Capital Group May 2006 - April 2010
Suncorp Corporate Credit Union February 2006 - May 2006
GE Access (now Access Distribution- part of Avnet) July 2002 - June 2004
Quist Financial (now Quist Valuation) September 2000 - March 2002
CU Boulder College of Business September 1997 - December 1999
Lehman Brothers June 1999 - August 1999
Skills
Valuation, Equities, Fixed Income, Finance, Portfolio Management, Research, Financial Modeling, Investments, Options, Financial Analysis, Investment Banking, Capital Markets, Equity Research, Negotiation, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2000
Bachelor's Degree
KilterHowling LLC January 2014 - Present
Sargent Bickham Lagudis June 2013 - January 2014
Sargent Bickham Lagudis May 2010 - January 2014
Janus Capital Group May 2006 - April 2010
Suncorp Corporate Credit Union February 2006 - May 2006
GE Access (now Access Distribution- part of Avnet) July 2002 - June 2004
Quist Financial (now Quist Valuation) September 2000 - March 2002
CU Boulder College of Business September 1997 - December 1999
Lehman Brothers June 1999 - August 1999
Skills
Valuation, Equities, Fixed Income, Finance, Portfolio Management, Research, Financial Modeling, Investments, Options, Financial Analysis, Investment Banking, Capital Markets, Equity Research, Negotiation, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2000
Bachelor's Degree
Lauren (Zeitler) Peck's Lehman Brothers Experience November 2006 - October 2007
Job Global Product Manager
Industry Internet
Experience
Telintel April 2012 - Present
Routetrader September 2010 - April 2012
Goldman Sachs September 2009 - September 2010
Citco Fund Services April 2008 - September 2009
Lehman Brothers November 2006 - October 2007
Morgan Stanley May 2005 - August 2005
Skills
Sales, International Sales, Telecommunications, Sales Management, Business Development, Relationship Management, Business Strategy, New Business Development, SMS, Bulk SMS, Account Management, Negotiation, SMSC, VoIP, Competitive Analysis, Product Management, Marketing Strategy, Strategic Planning, Equity Trading, Stock Trading, Investor Relations, Investor Reporting, Hedge Funds, Client Analysis, Research, Mobile Devices, Direct Sales, SIP, Messaging, Enterprise Software, Strategic Partnerships, Managed Services, Key Account Management, Carriers, Start-ups, Wireless, Mobile Technology, Strategy, Solution Selling, Go-to-market Strategy, IP, Channel Partners
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
University of Florida
B.S., Economics
Telintel April 2012 - Present
Routetrader September 2010 - April 2012
Goldman Sachs September 2009 - September 2010
Citco Fund Services April 2008 - September 2009
Lehman Brothers November 2006 - October 2007
Morgan Stanley May 2005 - August 2005
Skills
Sales, International Sales, Telecommunications, Sales Management, Business Development, Relationship Management, Business Strategy, New Business Development, SMS, Bulk SMS, Account Management, Negotiation, SMSC, VoIP, Competitive Analysis, Product Management, Marketing Strategy, Strategic Planning, Equity Trading, Stock Trading, Investor Relations, Investor Reporting, Hedge Funds, Client Analysis, Research, Mobile Devices, Direct Sales, SIP, Messaging, Enterprise Software, Strategic Partnerships, Managed Services, Key Account Management, Carriers, Start-ups, Wireless, Mobile Technology, Strategy, Solution Selling, Go-to-market Strategy, IP, Channel Partners
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
University of Florida
B.S., Economics
James Vasser, CFA James Vasser, CFA's Lehman Brothers Experience February 2004 - September 2008
Job Director Citigroup Global Markets
Industry Financial Services
Experience
Citi June 2010 - Present
Barclays September 2008 - March 2010
Lehman Brothers February 2004 - September 2008
Skills
Fixed Income, Capital Markets, Equities, Banking, Portfolio Management, Investment Banking, Derivatives, Credit, Series 7, Hedge Funds, Loans, Investments, Credit Risk, Risk Management, Credit Analysis, Securities, Financial Risk, Structured Finance
Education
University of Florida 2000 — 2003
Bachelor of Science (BS), Finance
Citi June 2010 - Present
Barclays September 2008 - March 2010
Lehman Brothers February 2004 - September 2008
Skills
Fixed Income, Capital Markets, Equities, Banking, Portfolio Management, Investment Banking, Derivatives, Credit, Series 7, Hedge Funds, Loans, Investments, Credit Risk, Risk Management, Credit Analysis, Securities, Financial Risk, Structured Finance
Education
University of Florida 2000 — 2003
Bachelor of Science (BS), Finance
Eric Welner Eric Welner's Lehman Brothers Experience April 2007 - June 2008
Job Subject Matter Expert Private Equity Fund Operations
Industry Information Technology and Services
Experience
IntegriDATA Business & Technology Solutions, LLC January 2014 - Present
SunGard Consulting Services June 2008 - September 2013
Lehman Brothers April 2007 - June 2008
Credit Suisse November 2004 - April 2007
JP Morgan Private Equity Fund Services April 2003 - November 2004
ING Group (Furman Selz Asset Management) July 2002 - April 2003
Lloyd Staffing September 2001 - July 2002
Skills
Private Equity, Project Management, Hedge Funds, Asset Management, Alternative Investments, Management Consulting, Venture Capital, Portfolio Management, Risk Management, Capital Markets
Education
University of Florida 1997 — 2001
Bachelor of Science (BS), Business, Decision Information Science, 3.52
IntegriDATA Business & Technology Solutions, LLC January 2014 - Present
SunGard Consulting Services June 2008 - September 2013
Lehman Brothers April 2007 - June 2008
Credit Suisse November 2004 - April 2007
JP Morgan Private Equity Fund Services April 2003 - November 2004
ING Group (Furman Selz Asset Management) July 2002 - April 2003
Lloyd Staffing September 2001 - July 2002
Skills
Private Equity, Project Management, Hedge Funds, Asset Management, Alternative Investments, Management Consulting, Venture Capital, Portfolio Management, Risk Management, Capital Markets
Education
University of Florida 1997 — 2001
Bachelor of Science (BS), Business, Decision Information Science, 3.52
Stephanie Charles Walker Stephanie Charles Walker's Lehman Brothers Experience December 2005 - September 2008
Job Assistant Vice President, Event Manager at Barclays
Industry Events Services
Experience
Barclays March 2014 - October 2014
Barclays Capital September 2008 - February 2014
Lehman Brothers December 2005 - September 2008
Lacoste Leather Goods at Samsonite January 2005 - October 2005
Donna Karan June 2003 - August 2003
Skills
Event Management, Event Planning, Marketing, Sales, Public Relations, Budget, Vendor Management, Project Management, Social Media, Fundraising, Strategic Planning, Microsoft Excel, Corporate Events, Contract Negotiation, Meeting Planning
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science in Business Administration, Marketing, Finance
Barclays March 2014 - October 2014
Barclays Capital September 2008 - February 2014
Lehman Brothers December 2005 - September 2008
Lacoste Leather Goods at Samsonite January 2005 - October 2005
Donna Karan June 2003 - August 2003
Skills
Event Management, Event Planning, Marketing, Sales, Public Relations, Budget, Vendor Management, Project Management, Social Media, Fundraising, Strategic Planning, Microsoft Excel, Corporate Events, Contract Negotiation, Meeting Planning
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science in Business Administration, Marketing, Finance
Peter Fernandes's Lehman Brothers Experience August 2000 - October 2008
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2008 - Present
Lehman Brothers August 2000 - October 2008
Skills
Equity Derivatives, Structured Products, Swaps, ETFs, Equity Swaps, Derivatives, Investment Banking, Middle Office, Bloomberg, Delta One, Product Control, Options, Market Risk, Fixed Income, Trading, Interest Rate..., Credit Derivatives
Education
The University of Connecticut
Bachelors, Economics and Finance
Credit Suisse October 2008 - Present
Lehman Brothers August 2000 - October 2008
Skills
Equity Derivatives, Structured Products, Swaps, ETFs, Equity Swaps, Derivatives, Investment Banking, Middle Office, Bloomberg, Delta One, Product Control, Options, Market Risk, Fixed Income, Trading, Interest Rate..., Credit Derivatives
Education
The University of Connecticut
Bachelors, Economics and Finance
Scott Margolis Scott Margolis's Lehman Brothers Experience June 1986 - February 1992
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Jessica Cooper Jessica Cooper's Lehman Brothers Experience May 2004 - April 2005
Job Regional Marketing Manager at Jackson Lewis P.C.
Industry Marketing and Advertising
Experience
Jackson Lewis P.C. September 2011 - Present
Katten Muchin Rosenman LLP September 2008 - September 2011
Challenge Aspen May 2007 - May 2008
White & Case April 2006 - May 2007
Merrill Lynch April 2005 - March 2006
Lehman Brothers May 2004 - April 2005
Dylan's Candy Bar 2003 - 2003
Skills
Contract Negotiation, Public Relations, Strategic Planning, Customer Relations, Team Building, Event Planning, Marketing, Event Management, Customer Service, Management, Research, CRM, Leadership, Training, Marketing Strategy, Business Development, Sponsorship, Social Media Marketing, Social Media, Marketing Communications
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
BA, Marketing, Mass Communications, Business Administration
Jackson Lewis P.C. September 2011 - Present
Katten Muchin Rosenman LLP September 2008 - September 2011
Challenge Aspen May 2007 - May 2008
White & Case April 2006 - May 2007
Merrill Lynch April 2005 - March 2006
Lehman Brothers May 2004 - April 2005
Dylan's Candy Bar 2003 - 2003
Skills
Contract Negotiation, Public Relations, Strategic Planning, Customer Relations, Team Building, Event Planning, Marketing, Event Management, Customer Service, Management, Research, CRM, Leadership, Training, Marketing Strategy, Business Development, Sponsorship, Social Media Marketing, Social Media, Marketing Communications
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
BA, Marketing, Mass Communications, Business Administration
Tom Hahn Tom Hahn's Lehman Brothers Experience September 1994 - September 1996
Job Executive Vice President at ICAP
Industry Financial Services
Experience
ICAP Energy October 2002 - Present
APB Energy August 2000 - October 2002
Chapel Hill Broadband January 2000 - July 2001
Chapel Hill Brokers, Inc. January 1998 - August 2000
GE Warren and Company September 1996 - December 1998
Lehman Brothers September 1994 - September 1996
Morgan Stanley September 1991 - September 1994
Skills
OTC Derivatives, Power Trading, Energy Trading, Non-profits, Private Equity, Real Estate Investment, Angel Investing, Entrepreneurial..., Commodity Markets, OTC, Options, Derivatives, Trading, Commodity, Hedging, Entrepreneurship, Investments, Investment Banking, Energy Markets, Trading Strategies, Bloomberg, Swaps, Nonprofits, Hedge Funds, Investment Properties, Valuation, Financial Risk, Start-ups, Trading Systems
Education
NYU Stern School of Business 1993 — 1994
Partial MBA, Finance, General
University of Delaware 1986 — 1990
BS, Finance
ICAP Energy October 2002 - Present
APB Energy August 2000 - October 2002
Chapel Hill Broadband January 2000 - July 2001
Chapel Hill Brokers, Inc. January 1998 - August 2000
GE Warren and Company September 1996 - December 1998
Lehman Brothers September 1994 - September 1996
Morgan Stanley September 1991 - September 1994
Skills
OTC Derivatives, Power Trading, Energy Trading, Non-profits, Private Equity, Real Estate Investment, Angel Investing, Entrepreneurial..., Commodity Markets, OTC, Options, Derivatives, Trading, Commodity, Hedging, Entrepreneurship, Investments, Investment Banking, Energy Markets, Trading Strategies, Bloomberg, Swaps, Nonprofits, Hedge Funds, Investment Properties, Valuation, Financial Risk, Start-ups, Trading Systems
Education
NYU Stern School of Business 1993 — 1994
Partial MBA, Finance, General
University of Delaware 1986 — 1990
BS, Finance
Luke Bennett Luke Bennett's Lehman Brothers Experience August 1999 - September 2007
Job Managing Partner at Salvus Capital Management
Industry Venture Capital & Private Equity
Experience
Salvus Capital Management September 2007 - Present
Lehman Brothers August 1999 - September 2007
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
Master of Business Administration (MBA)
University of Florida 1987 — 1991
Bachelor of Arts (B.A.)
Salvus Capital Management September 2007 - Present
Lehman Brothers August 1999 - September 2007
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
Master of Business Administration (MBA)
University of Florida 1987 — 1991
Bachelor of Arts (B.A.)
Camilo Fabian Jimenez Camilo Fabian Jimenez's Lehman Brothers Experience April 2001 - September 2002
Job Capital Markets Professional with 15 years experience
Industry Oil & Energy
Experience
UBS Bahamas Bank & Trust February 2011 - January 2012
Saxo Bank Switzerland February 2009 - February 2011
Mars Capital S.A Geneva Switzerland September 2007 - February 2009
Hong Kong and Shanghai Banking Corporation September 2003 - September 2007
Lehman Brothers April 2001 - September 2002
Refco December 1994 - April 1998
J.P. Morgan May 1993 - December 1993
Skills
Foreign Languages, Spanish, French, Italian, Proficient in Portuguese, Energy
Education
Investment Banking Insitute 2012 — 2012
Intense course focused on Financial Modeling & Valuation, M&A Integrated Financial Modeling
University of Florida 1990 — 1994
Bachelor's degree, Economics & Political Science
Università Commerciale 'Luigi Bocconi' Milan, Italy 1992 — 1993
Exchange Student, Economics
Barron Collier High School Naples, Florida 1987 — 1990
High School Diploma
College Public de Mordelles Mordelles, France 1986 — 1987
Certificat de scolarité
UBS Bahamas Bank & Trust February 2011 - January 2012
Saxo Bank Switzerland February 2009 - February 2011
Mars Capital S.A Geneva Switzerland September 2007 - February 2009
Hong Kong and Shanghai Banking Corporation September 2003 - September 2007
Lehman Brothers April 2001 - September 2002
Refco December 1994 - April 1998
J.P. Morgan May 1993 - December 1993
Skills
Foreign Languages, Spanish, French, Italian, Proficient in Portuguese, Energy
Education
Investment Banking Insitute 2012 — 2012
Intense course focused on Financial Modeling & Valuation, M&A Integrated Financial Modeling
University of Florida 1990 — 1994
Bachelor's degree, Economics & Political Science
Università Commerciale 'Luigi Bocconi' Milan, Italy 1992 — 1993
Exchange Student, Economics
Barron Collier High School Naples, Florida 1987 — 1990
High School Diploma
College Public de Mordelles Mordelles, France 1986 — 1987
Certificat de scolarité
Janine McDonald Janine McDonald's Lehman Brothers Experience 1992 - 2000
Job Circulation Specialist II at Middlebury College
Industry Higher Education
Experience
Middlebury College May 2010 - Present
Middlebury College June 2007 - May 2010
Lehman Brothers 1992 - 2000
Skills
Social Media, Customer Service, Event Planning, Management, Social Media Marketing, Editing, Blogging, Public Speaking, PowerPoint
Education
University of Florida 1977 — 1981
B.S., Broadcasting/Journalism
Middlebury College May 2010 - Present
Middlebury College June 2007 - May 2010
Lehman Brothers 1992 - 2000
Skills
Social Media, Customer Service, Event Planning, Management, Social Media Marketing, Editing, Blogging, Public Speaking, PowerPoint
Education
University of Florida 1977 — 1981
B.S., Broadcasting/Journalism
Hugh Coheleach Hugh Coheleach's Lehman Brothers Experience November 1999 - July 2002
Job Business Developement Director at Ditati
Industry Financial Services
Experience
Ditati January 2007 - January 2011
Wachovia Securities Financial Network July 2005 - August 2007
Bear Stearns July 2002 - July 2005
Lehman Brothers November 1999 - July 2002
Skills
Microsoft Excel, PowerPoint, Customer Service, English, Windows, Research, Outlook, C, Negotiation, Finance, Sales, Data Center, Investments, Risk Management, Telecommunications, Business Development, Business Strategy
Education
University of Florida 1983 — 1986
Bachelor of Arts (BA), Business Administration and Management, General
Holy Family high school
Ditati January 2007 - January 2011
Wachovia Securities Financial Network July 2005 - August 2007
Bear Stearns July 2002 - July 2005
Lehman Brothers November 1999 - July 2002
Skills
Microsoft Excel, PowerPoint, Customer Service, English, Windows, Research, Outlook, C, Negotiation, Finance, Sales, Data Center, Investments, Risk Management, Telecommunications, Business Development, Business Strategy
Education
University of Florida 1983 — 1986
Bachelor of Arts (BA), Business Administration and Management, General
Holy Family high school
Charlene Maes Charlene Maes's Lehman Brothers Experience February 2002 - April 2008
Job Master Servicing Default Advisory AVP High Risk Analyst at Aurora Loan Services
Industry Financial Services
Experience
Aurora Loan Services April 2008 - Present
Lehman Brothers February 2002 - April 2008
Skills
Mortgage Lending, Loss Mitigation, Mortgage Banking, Portfolio Management, Investments, Loan Servicing, Default, Loans, REO, Asset Management, Mortgage Servicing, Investment Properties, Investors, Foreclosures, Real Estate, Analysis, Residential Mortgages, Financial Risk, Loan Origination, Loan Modifications, Credit Risk
Education
University of Colorado at Boulder 1997 — 2001
Bachelor's degree, Finance, General
Aurora Loan Services April 2008 - Present
Lehman Brothers February 2002 - April 2008
Skills
Mortgage Lending, Loss Mitigation, Mortgage Banking, Portfolio Management, Investments, Loan Servicing, Default, Loans, REO, Asset Management, Mortgage Servicing, Investment Properties, Investors, Foreclosures, Real Estate, Analysis, Residential Mortgages, Financial Risk, Loan Origination, Loan Modifications, Credit Risk
Education
University of Colorado at Boulder 1997 — 2001
Bachelor's degree, Finance, General
Jeffrey (J.D.) Dykstra Jeffrey (J.D.) Dykstra's Lehman Brothers Experience 2000 - 2002
Job President & CEO at CNG Capital, LLC
Industry Real Estate
Experience
CNG Capital, LLC September 2011 - Present
StarNet Capital Group, LLC 2002 - September 2011
Lehman Brothers 2000 - 2002
Credit Suisse First Boston Specialty Finance ("CSFBSF") 1996 - 2000
Lennar Partners 1995 - 1997
Maguire Thomas Partners 1990 - 1994
Education
University of Denver - Daniels College of Business 1988 — 1990
MBA, Real Estate
Western Illinois University 1981 — 1985
BA, History
CNG Capital, LLC September 2011 - Present
StarNet Capital Group, LLC 2002 - September 2011
Lehman Brothers 2000 - 2002
Credit Suisse First Boston Specialty Finance ("CSFBSF") 1996 - 2000
Lennar Partners 1995 - 1997
Maguire Thomas Partners 1990 - 1994
Education
University of Denver - Daniels College of Business 1988 — 1990
MBA, Real Estate
Western Illinois University 1981 — 1985
BA, History
NICOLE DANTE NICOLE DANTE's Lehman Brothers Experience 2006 - July 2009
Job AVP of Compliance at Cherry Creek Mortgage
Industry Financial Services
Experience
Cherry Creek Mortgage January 2013 - Present
Allonhill November 2009 - January 2013
Demand Media November 2008 - January 2012
Uppercase Living September 2007 - September 2010
W.J. Bradley Company July 2009 - September 2009
Aurora Loan Services November 2006 - July 2009
Lehman Brothers 2006 - July 2009
Greenwood Capital LLC 2006 - 2006
PlainsCapital Bank July 2004 - December 2005
PlainsCapital McAfee Mortgage 2003 - 2005
Skills
Due Diligence, Mortgage Banking, Mortgage Lending, Residential Mortgages, Loans, Compliance, Team Management, Mentoring, Risk Management, Loss Mitigation, Banking, Negotiation, Financial Analysis, Finance, Underwriting, Mortgage Underwriting, Credit, Insurance
Education
University of Colorado at Boulder - Leeds School of Business 1994 — 1998
BS, Business Administration and Management, General
Cherry Creek Mortgage January 2013 - Present
Allonhill November 2009 - January 2013
Demand Media November 2008 - January 2012
Uppercase Living September 2007 - September 2010
W.J. Bradley Company July 2009 - September 2009
Aurora Loan Services November 2006 - July 2009
Lehman Brothers 2006 - July 2009
Greenwood Capital LLC 2006 - 2006
PlainsCapital Bank July 2004 - December 2005
PlainsCapital McAfee Mortgage 2003 - 2005
Skills
Due Diligence, Mortgage Banking, Mortgage Lending, Residential Mortgages, Loans, Compliance, Team Management, Mentoring, Risk Management, Loss Mitigation, Banking, Negotiation, Financial Analysis, Finance, Underwriting, Mortgage Underwriting, Credit, Insurance
Education
University of Colorado at Boulder - Leeds School of Business 1994 — 1998
BS, Business Administration and Management, General
Joseph Tiberio Joseph Tiberio's Lehman Brothers Experience May 2000 - May 2003
Job Operations Manager at Energy Income Partners
Industry Financial Services
Experience
Energy Income Partners July 2010 - Present
UBS Investment Bank December 2009 - June 2010
Private Client Resources, LLC July 2008 - November 2009
Pequot Capital Management May 2003 - July 2008
Lehman Brothers May 2000 - May 2003
US Navy December 1993 - December 1997
Skills
Equities, Hedge Funds, Back Office, Middle Office, Bloomberg, Trading, Fixed Income
Education
University of Connecticut 1997 — 2000
Bachelor of Science, Management Information Systems
Energy Income Partners July 2010 - Present
UBS Investment Bank December 2009 - June 2010
Private Client Resources, LLC July 2008 - November 2009
Pequot Capital Management May 2003 - July 2008
Lehman Brothers May 2000 - May 2003
US Navy December 1993 - December 1997
Skills
Equities, Hedge Funds, Back Office, Middle Office, Bloomberg, Trading, Fixed Income
Education
University of Connecticut 1997 — 2000
Bachelor of Science, Management Information Systems
A.J. Ferraro, CPA A.J. Ferraro, CPA's Lehman Brothers Experience May 2001 - August 2001
Job Controller and Land Manager, Public Gas Partners at Municipal Gas Authority of Georgia
Industry Accounting
Experience
Municipal Gas Authority of Georgia May 2014 - Present
Municipal Gas Authority of Georgia May 2010 - May 2014
Novelis Inc. September 2009 - May 2010
Ernst & Young October 2008 - September 2009
Ernst & Young October 2005 - September 2008
Ernst & Young LLP May 2003 - September 2005
Lehman Brothers May 2001 - August 2001
Skills
US GAAP, Internal Controls, Audit, Financial Reporting, GAAP, Excel, GASB, IFRS, Auditing, Sarbanes-Oxley Act, Tax, Financial Modeling, Finance, Due Diligence, Accounting, SEC filings, SEC Filings
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
Masters of Accountancy, Accounting
University of Florida - Warrington College Of Business 1997 — 2002
Bachelor of Science, Business Adminstration - Finance
Municipal Gas Authority of Georgia May 2014 - Present
Municipal Gas Authority of Georgia May 2010 - May 2014
Novelis Inc. September 2009 - May 2010
Ernst & Young October 2008 - September 2009
Ernst & Young October 2005 - September 2008
Ernst & Young LLP May 2003 - September 2005
Lehman Brothers May 2001 - August 2001
Skills
US GAAP, Internal Controls, Audit, Financial Reporting, GAAP, Excel, GASB, IFRS, Auditing, Sarbanes-Oxley Act, Tax, Financial Modeling, Finance, Due Diligence, Accounting, SEC filings, SEC Filings
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
Masters of Accountancy, Accounting
University of Florida - Warrington College Of Business 1997 — 2002
Bachelor of Science, Business Adminstration - Finance
Gena Szott Gena Szott's Lehman Brothers Experience June 2003 - September 2008
Job PRoject Manager at Tangerine
Industry Hospitality
Experience
Tangerine March 2015 - Present
Jefferies LLC May 2011 - February 2015
Barclays Capital February 2009 - May 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers June 2003 - September 2008
Lehman Brothers 2004 - 2008
Lehman Brothers 2003 - 2008
Skills
Event Management, Corporate Events, Sales, Event Planning, Meeting Planning, Marketing, Marketing Communications, Budgets, Hospitality, Marketing Strategy, Social Media, Management, Public Relations, Contract Negotiation, Customer Service, Leadership
Education
University of Dayton 1999 — 2003
Bachelor of Science in Marketing, Marketing
Tangerine March 2015 - Present
Jefferies LLC May 2011 - February 2015
Barclays Capital February 2009 - May 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers June 2003 - September 2008
Lehman Brothers 2004 - 2008
Lehman Brothers 2003 - 2008
Skills
Event Management, Corporate Events, Sales, Event Planning, Meeting Planning, Marketing, Marketing Communications, Budgets, Hospitality, Marketing Strategy, Social Media, Management, Public Relations, Contract Negotiation, Customer Service, Leadership
Education
University of Dayton 1999 — 2003
Bachelor of Science in Marketing, Marketing
Joseph Foley Joseph Foley's Lehman Brothers Experience 1990 - 1994
Job Fidelity Investments
Industry Financial Services
Experience
ICAP/Garban 1995 - 1997
Lehman Brothers 1990 - 1994
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Science (BS), Business/Economics
ICAP/Garban 1995 - 1997
Lehman Brothers 1990 - 1994
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
University of Colorado Boulder
Bachelor of Science (BS), Business/Economics
Catherine Chase Catherine Chase's Lehman Brothers Experience November 2004 - September 2008
Job Vice President Private Banking at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2008 - Present
Lehman Brothers November 2004 - September 2008
JPMorgan Chase January 1993 - November 2004
Skills
Employee Stock Options, Personal Financial..., Investment Management, Alternative Investments, Estate Planning, Retirement Planning, High Net Worth..., Investments, Financial Planners, Trusts, Tax, Private Banking, Personal Finance, Stocks, Tax Returns, Asset Allocation
Education
Widener University 1995 — 1998
Master's degree, Taxation
University of Delaware 1989 — 1993
Bachelor of Science (B.S.), Accounting
Credit Suisse September 2008 - Present
Lehman Brothers November 2004 - September 2008
JPMorgan Chase January 1993 - November 2004
Skills
Employee Stock Options, Personal Financial..., Investment Management, Alternative Investments, Estate Planning, Retirement Planning, High Net Worth..., Investments, Financial Planners, Trusts, Tax, Private Banking, Personal Finance, Stocks, Tax Returns, Asset Allocation
Education
Widener University 1995 — 1998
Master's degree, Taxation
University of Delaware 1989 — 1993
Bachelor of Science (B.S.), Accounting
Chris Scovell Chris Scovell's Lehman Brothers Experience June 2003 - August 2003
Job Manager, Tool Rental Merchandising at The Home Depot
Industry Retail
Experience
The Home Depot June 2013 - Present
The Home Depot December 2011 - June 2013
SunTrust Bank September 2008 - December 2011
Accenture October 2004 - September 2008
LaSalle Bank June 2004 - September 2004
Lehman Brothers June 2003 - August 2003
Skills
Financial Analysis, Merchandising, Operational Strategy, Purchasing, Strategic Sourcing, Inventory Management, Business Analysis, Strategic Planning, Management, Process Improvement, Retail, Forecasting, Rentals, Assortment Optimization, Assortment Development, Product Management
Education
University of Florida 2000 — 2004
Bachelor of Science in Business Administration (BSBA), Finance
University of Florida 2000 — 2004
Bachelor of Arts (BA), Economics
The Home Depot June 2013 - Present
The Home Depot December 2011 - June 2013
SunTrust Bank September 2008 - December 2011
Accenture October 2004 - September 2008
LaSalle Bank June 2004 - September 2004
Lehman Brothers June 2003 - August 2003
Skills
Financial Analysis, Merchandising, Operational Strategy, Purchasing, Strategic Sourcing, Inventory Management, Business Analysis, Strategic Planning, Management, Process Improvement, Retail, Forecasting, Rentals, Assortment Optimization, Assortment Development, Product Management
Education
University of Florida 2000 — 2004
Bachelor of Science in Business Administration (BSBA), Finance
University of Florida 2000 — 2004
Bachelor of Arts (BA), Economics
Ryan Grashow Ryan Grashow's Lehman Brothers Experience 2004 - 2008
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
Lehman Brothers 2004 - 2008
Education
University of Colorado Boulder 1996 — 2000
BS, Business
Semester at Sea 1998 — 1998
Wells Fargo Advisors March 2008 - Present
Lehman Brothers 2004 - 2008
Education
University of Colorado Boulder 1996 — 2000
BS, Business
Semester at Sea 1998 — 1998
Angie Karna's Lehman Brothers Experience June 2000 - September 2008
Job Managing Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities September 2009 - Present
Barclays Capital September 2008 - July 2009
Lehman Brothers June 2000 - September 2008
Shearman and Sterling May 1999 - June 2000
CIBC World Markets 1997 - 1999
Osler, Hoskin & Harcourt LLP 1993 - 1997
Skills
Securities Regulation, Derivatives, Fixed Income, Equities, Financial Regulation, Regulatory Strategy..., Strategic Planning, Management, Structured Products, Structured Finance, Dodd-Frank, ISDA, Broker-Dealer, Financial Structuring, Equity Derivatives, Capital Markets, Securities, Swaps, Securitization, Options, Credit Derivatives, Hedge Funds
Education
University of Windsor Law School 1990 — 1993
LL.B
University of Detroit Mercy School of Law 1990 — 1993
J.D.
University of Toronto 1985 — 1989
B.Sc.
Nomura Securities September 2009 - Present
Barclays Capital September 2008 - July 2009
Lehman Brothers June 2000 - September 2008
Shearman and Sterling May 1999 - June 2000
CIBC World Markets 1997 - 1999
Osler, Hoskin & Harcourt LLP 1993 - 1997
Skills
Securities Regulation, Derivatives, Fixed Income, Equities, Financial Regulation, Regulatory Strategy..., Strategic Planning, Management, Structured Products, Structured Finance, Dodd-Frank, ISDA, Broker-Dealer, Financial Structuring, Equity Derivatives, Capital Markets, Securities, Swaps, Securitization, Options, Credit Derivatives, Hedge Funds
Education
University of Windsor Law School 1990 — 1993
LL.B
University of Detroit Mercy School of Law 1990 — 1993
J.D.
University of Toronto 1985 — 1989
B.Sc.
Chase O'Malley, CFA Chase O'Malley, CFA's Lehman Brothers Experience May 2007 - August 2007
Job Alternative Investments Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. June 2009 - Present
Raymond James Financial Inc. June 2008 - June 2009
Lehman Brothers May 2007 - August 2007
Skills
Hedge Funds, Private Equity, Real Estate, Managed Futures, Asset Managment, Investment Management..., VBA, Alternative Investments, Valuation Modeling, Series 7, Asset Management, Financial Analysis, Bloomberg, Due Diligence, Microsoft Excel, Equities, Equity Research, Financial Modeling, Investment Management, Investments, Mutual Funds, Portfolio Management, Structured Products
Education
University of Florida 2004 — 2008
B.S., Finance
Raymond James Financial Inc. June 2009 - Present
Raymond James Financial Inc. June 2008 - June 2009
Lehman Brothers May 2007 - August 2007
Skills
Hedge Funds, Private Equity, Real Estate, Managed Futures, Asset Managment, Investment Management..., VBA, Alternative Investments, Valuation Modeling, Series 7, Asset Management, Financial Analysis, Bloomberg, Due Diligence, Microsoft Excel, Equities, Equity Research, Financial Modeling, Investment Management, Investments, Mutual Funds, Portfolio Management, Structured Products
Education
University of Florida 2004 — 2008
B.S., Finance
Rachael Sax, CFA Rachael Sax, CFA's Lehman Brothers Experience August 1997 - February 1999
Job Head Trader, Portfolio Manager
Industry Investment Management
Experience
Sax Options November 2011 - Present
Westpeak Global Advisors 1999 - December 2010
Lehman Brothers August 1997 - February 1999
Chicago Board Options Exchange 1992 - 1993
Skills
Macgregor Trade Order..., Bloomberg/ Bloomberg..., ITG's Triton, ITG's Transaction Cost..., Flextrade, Instinet's Newport, Global Link Foreign..., Liquidnet, Oracle SQL, Microsoft Office
Education
University of Colorado Boulder 1994 — 1997
BS, Finance
Sax Options November 2011 - Present
Westpeak Global Advisors 1999 - December 2010
Lehman Brothers August 1997 - February 1999
Chicago Board Options Exchange 1992 - 1993
Skills
Macgregor Trade Order..., Bloomberg/ Bloomberg..., ITG's Triton, ITG's Transaction Cost..., Flextrade, Instinet's Newport, Global Link Foreign..., Liquidnet, Oracle SQL, Microsoft Office
Education
University of Colorado Boulder 1994 — 1997
BS, Finance
Tyler Baruch, PMP's Lehman Brothers Experience June 2008 - August 2008
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting June 2014 - Present
Deloitte Consulting June 2012 - June 2014
Deloitte Consulting February 2010 - June 2012
Baruch and Company June 2009 - February 2010
Lehman Brothers June 2008 - August 2008
Clearbrook Financial February 2008 - March 2008
Millenium Venture Group December 2006 - February 2007
Skills
Project Management, Team Leadership, IT Service Management, ITIL, BMC Remedy, Requirements Gathering, Functional..., Reporting & Analysis, Unit Testing, System Integration..., User Acceptance Testing, Renewable Energy, Photovoltaics, Public Finance, Business Plan..., Financial Modeling, Financial Accounting, Entrepreneurial..., Active DoD Secret..., Leadership, Management Consulting, Business Planning, PMP, Entrepreneurship, Business Process..., Management
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance, Accounting
Golden High School 2001 — 2004
HS diploma
Deloitte Consulting June 2014 - Present
Deloitte Consulting June 2012 - June 2014
Deloitte Consulting February 2010 - June 2012
Baruch and Company June 2009 - February 2010
Lehman Brothers June 2008 - August 2008
Clearbrook Financial February 2008 - March 2008
Millenium Venture Group December 2006 - February 2007
Skills
Project Management, Team Leadership, IT Service Management, ITIL, BMC Remedy, Requirements Gathering, Functional..., Reporting & Analysis, Unit Testing, System Integration..., User Acceptance Testing, Renewable Energy, Photovoltaics, Public Finance, Business Plan..., Financial Modeling, Financial Accounting, Entrepreneurial..., Active DoD Secret..., Leadership, Management Consulting, Business Planning, PMP, Entrepreneurship, Business Process..., Management
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance, Accounting
Golden High School 2001 — 2004
HS diploma
Stacie Parrish Stacie Parrish's Lehman Brothers Experience May 2007 - June 2008
Job Director of Financial Services
Industry Financial Services
Experience
YES Communities June 2008 - Present
Lehman Brothers May 2007 - June 2008
Nordstrom - FSB August 2006 - May 2007
Douglas County School District August 2003 - May 2006
Nordstrom September 1999 - August 2003
Skills
Property Management, Real Estate, Leases, Due Diligence, Negotiation, Customer Service, Operations Management, Sales, Account Management, Microsoft Excel, Microsoft Office, Loan Modifications, Short Sales, Portfolio Management, Titles, Inventory Management, Bankruptcy, Escrow, Collections, Training, People Development, Hiring Personnel, Teaching, Foreclosures, Fashion Jewelry, Accessories, Purchasing, Retail, Cosmetics
Education
University of Colorado at Denver 2001 — 2005
Bachelor's Degree, History, Business Writing
YES Communities June 2008 - Present
Lehman Brothers May 2007 - June 2008
Nordstrom - FSB August 2006 - May 2007
Douglas County School District August 2003 - May 2006
Nordstrom September 1999 - August 2003
Skills
Property Management, Real Estate, Leases, Due Diligence, Negotiation, Customer Service, Operations Management, Sales, Account Management, Microsoft Excel, Microsoft Office, Loan Modifications, Short Sales, Portfolio Management, Titles, Inventory Management, Bankruptcy, Escrow, Collections, Training, People Development, Hiring Personnel, Teaching, Foreclosures, Fashion Jewelry, Accessories, Purchasing, Retail, Cosmetics
Education
University of Colorado at Denver 2001 — 2005
Bachelor's Degree, History, Business Writing
James Gabriel James Gabriel's Lehman Brothers Experience 1998 - 2000
Job Senior Vice President at Integrated Management Services
Industry Management Consulting
Experience
Integrated Management Services April 2004 - Present
Lehman Brothers 1998 - 2000
Gemini Consulting 1994 - 1998
Price Waterhouse 1976 - 1994
Skills
Business Process..., Integration, Business Strategy, Change Management, Strategy, Manufacturing, Start-ups, Management, Management Consulting, Consulting, Governance, Business Process, Program Management
Education
University of Hartford 1974 — 1979
Master of Science, Economic Research and Analysis
University of Florida 1968 — 1972
B.S., Operations Research
Integrated Management Services April 2004 - Present
Lehman Brothers 1998 - 2000
Gemini Consulting 1994 - 1998
Price Waterhouse 1976 - 1994
Skills
Business Process..., Integration, Business Strategy, Change Management, Strategy, Manufacturing, Start-ups, Management, Management Consulting, Consulting, Governance, Business Process, Program Management
Education
University of Hartford 1974 — 1979
Master of Science, Economic Research and Analysis
University of Florida 1968 — 1972
B.S., Operations Research
Kaushik Dam,MBA's Lehman Brothers Experience June 2007 - August 2007
Job Senior Consultant, Finance & Strategic Planning at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
TriZetto Corporation June 2011 - August 2013
Dish Network July 2008 - June 2011
Lehman Brothers June 2007 - August 2007
Tata Consultancy Services June 2001 - July 2006
Skills
Financial Modeling, Management Consulting, Financial Reporting, Project Management, Strategic Finance, Forecasting, Salesforce.com, Financial planning and..., Hyperion Interactive..., Hyperion Planning, Performance Management, Data Analysis, Analysis, Management, Budgets, Strategic Financial..., Leadership, Business Strategy, Business Process, Strategic Planning, Variance Analysis, Finance
Education
University of Denver - Daniels College of Business
MBA, Finance
University of Kalyani
Bachelor of Technology (B. Tech), Mechanical Engineering
Wells Fargo August 2013 - Present
TriZetto Corporation June 2011 - August 2013
Dish Network July 2008 - June 2011
Lehman Brothers June 2007 - August 2007
Tata Consultancy Services June 2001 - July 2006
Skills
Financial Modeling, Management Consulting, Financial Reporting, Project Management, Strategic Finance, Forecasting, Salesforce.com, Financial planning and..., Hyperion Interactive..., Hyperion Planning, Performance Management, Data Analysis, Analysis, Management, Budgets, Strategic Financial..., Leadership, Business Strategy, Business Process, Strategic Planning, Variance Analysis, Finance
Education
University of Denver - Daniels College of Business
MBA, Finance
University of Kalyani
Bachelor of Technology (B. Tech), Mechanical Engineering
Kelley Rauseo's Lehman Brothers Experience June 2008 - August 2008
Job Financial Services Advisory at EY
Industry Financial Services
Experience
EY March 2015 - Present
Morgan Stanley June 2010 - March 2015
Barclays Capital July 2009 - June 2010
Lehman Brothers June 2008 - August 2008
Skills
Financial Risk, Credit, Product Control, Capital Markets, Financial Analysis, Risk Management, PowerPoint, Microsoft Excel, Fincad, Reuters, Bloomberg, Foreign Exchange, Emerging Markets, Valuation, Access, Loans, Bonds, Market Risk
Education
University of Notre Dame 2005 — 2009
BA, Economics
University of Connecticut-Stamford 2012 — 2013
Master's degree, Financial Risk Management
EY March 2015 - Present
Morgan Stanley June 2010 - March 2015
Barclays Capital July 2009 - June 2010
Lehman Brothers June 2008 - August 2008
Skills
Financial Risk, Credit, Product Control, Capital Markets, Financial Analysis, Risk Management, PowerPoint, Microsoft Excel, Fincad, Reuters, Bloomberg, Foreign Exchange, Emerging Markets, Valuation, Access, Loans, Bonds, Market Risk
Education
University of Notre Dame 2005 — 2009
BA, Economics
University of Connecticut-Stamford 2012 — 2013
Master's degree, Financial Risk Management
Casey French Casey French's Lehman Brothers Experience May 2008 - August 2008
Job Staff Financial Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin October 2013 - Present
Lockheed Martin June 2012 - October 2013
Lockheed Martin March 2011 - June 2012
Lockheed Martin June 2009 - February 2011
Lehman Brothers May 2008 - August 2008
Target May 2007 - August 2007
Skills
Microsoft Office, SAP, Hyperion Planning, COBRA, P2P, Valuation, Due Diligence, Earned Value Management, Analysis, Financial Analysis, Mergers & Acquisitions, Process Improvement, Finance, Strategic Financial...
Education
University of Florida - Warrington College Of Business 2011 — 2012
MBA
University of Miami - School of Business 2005 — 2009
Bachelors of Business Administration, Finance and Management
Lockheed Martin October 2013 - Present
Lockheed Martin June 2012 - October 2013
Lockheed Martin March 2011 - June 2012
Lockheed Martin June 2009 - February 2011
Lehman Brothers May 2008 - August 2008
Target May 2007 - August 2007
Skills
Microsoft Office, SAP, Hyperion Planning, COBRA, P2P, Valuation, Due Diligence, Earned Value Management, Analysis, Financial Analysis, Mergers & Acquisitions, Process Improvement, Finance, Strategic Financial...
Education
University of Florida - Warrington College Of Business 2011 — 2012
MBA
University of Miami - School of Business 2005 — 2009
Bachelors of Business Administration, Finance and Management
Sarah Quinn Clausen's Lehman Brothers Experience February 2007 - August 2009
Job Associate Director of Annual Giving & Special Events at Kent Place School
Industry Philanthropy
Experience
Kent Place School July 2014 - Present
Kent Place School August 2009 - Present
Lehman Brothers February 2007 - August 2009
United Way June 2005 - February 2007
SunGard September 2004 - June 2005
The Jewish Museum October 2003 - July 2004
Skills
Microsoft Office, Lotus Notes, Raiser's Edge, Fundraising, Event Planning, Customer Relations, Volunteer Management, Special Events, Philanthropy, Annual Giving, Event Management, Budgeting, Non-profits, Stewardship, Conferences, Marketing, Planned Giving, Nonprofits
Education
University of Delaware 1998 — 2004
Bachelor of Science, Human Services, Education, and Public Policy
Kent Place School July 2014 - Present
Kent Place School August 2009 - Present
Lehman Brothers February 2007 - August 2009
United Way June 2005 - February 2007
SunGard September 2004 - June 2005
The Jewish Museum October 2003 - July 2004
Skills
Microsoft Office, Lotus Notes, Raiser's Edge, Fundraising, Event Planning, Customer Relations, Volunteer Management, Special Events, Philanthropy, Annual Giving, Event Management, Budgeting, Non-profits, Stewardship, Conferences, Marketing, Planned Giving, Nonprofits
Education
University of Delaware 1998 — 2004
Bachelor of Science, Human Services, Education, and Public Policy
Brad Butler Brad Butler's Lehman Brothers Experience February 1998 - July 2000
Job Senior Account Executive at Denver Business Journal
Industry Marketing and Advertising
Experience
American City Business Journals February 2008 - Present
Fortress Investment Group March 2005 - November 2007
U.S. Bank July 2000 - March 2005
Lehman Brothers February 1998 - July 2000
Denver Studio Complex March 1996 - February 1998
Liberty Media July 1984 - February 1996
Televents June 1982 - July 1984
Butler Development LLC December 1979 - July 1982
Skills
New Business Development, Strategic Partnerships, Marketing Strategy, Direct Sales, Lead Generation, Marketing, Business Development, Trade Shows, Marketing Communications, B2B Marketing, Market Planning, Social Media Marketing, Marketing Budget..., Management, Sales, Social Networking, Team Building, Customer Service, Strategic Planning, Public Relations, Leadership, Sales Management, Advertising
Education
University of Colorado at Boulder - Leeds School of Business 1975 — 1979
BSBA, Business Administration
East Denver High School 1973 — 1975
AP, College Prep
American City Business Journals February 2008 - Present
Fortress Investment Group March 2005 - November 2007
U.S. Bank July 2000 - March 2005
Lehman Brothers February 1998 - July 2000
Denver Studio Complex March 1996 - February 1998
Liberty Media July 1984 - February 1996
Televents June 1982 - July 1984
Butler Development LLC December 1979 - July 1982
Skills
New Business Development, Strategic Partnerships, Marketing Strategy, Direct Sales, Lead Generation, Marketing, Business Development, Trade Shows, Marketing Communications, B2B Marketing, Market Planning, Social Media Marketing, Marketing Budget..., Management, Sales, Social Networking, Team Building, Customer Service, Strategic Planning, Public Relations, Leadership, Sales Management, Advertising
Education
University of Colorado at Boulder - Leeds School of Business 1975 — 1979
BSBA, Business Administration
East Denver High School 1973 — 1975
AP, College Prep
Heather Rosler Heather Rosler's Lehman Brothers Experience June 2007 - August 2007
Job Technology Manager (Imaging), Associate Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo June 2013 - March 2015
Wells Fargo August 2012 - May 2013
Wells Fargo September 2007 - July 2012
Lehman Brothers June 2007 - August 2007
EchoStar Corporation June 2006 - June 2007
IBM Global Services October 2005 - June 2006
EchoStar Corporation August 2001 - October 2005
Rhythms NetConnections December 1999 - August 2001
Skills
Weblogic, Unix, SDLC, SQL, Integration, Management, Business Analysis, XML, Disaster Recovery, Enterprise Architecture, Tomcat, Linux, WebLogic, Java Enterprise Edition, Perl, Apache, EAI, Agile Methodologies, Requirements Analysis
Education
University of Denver 1995 — 1999
BA, BA, Biology & Spanish
Wells Fargo April 2015 - Present
Wells Fargo June 2013 - March 2015
Wells Fargo August 2012 - May 2013
Wells Fargo September 2007 - July 2012
Lehman Brothers June 2007 - August 2007
EchoStar Corporation June 2006 - June 2007
IBM Global Services October 2005 - June 2006
EchoStar Corporation August 2001 - October 2005
Rhythms NetConnections December 1999 - August 2001
Skills
Weblogic, Unix, SDLC, SQL, Integration, Management, Business Analysis, XML, Disaster Recovery, Enterprise Architecture, Tomcat, Linux, WebLogic, Java Enterprise Edition, Perl, Apache, EAI, Agile Methodologies, Requirements Analysis
Education
University of Denver 1995 — 1999
BA, BA, Biology & Spanish
Erik Levy Erik Levy's Lehman Brothers Experience February 2008 - May 2008
Job Financial Analyst at Quiznos
Industry Financial Services
Experience
Quiznos January 2013 - Present
Comcast July 2012 - December 2012
GHP Investment Advisors September 2011 - December 2011
Newedge April 2011 - August 2011
TCS Education System March 2009 - March 2011
Lehman Brothers February 2008 - May 2008
LaSalle Capital Group, LLC 2005 - 2006
Rock Island Index Trading 2002 - 2005
Melvin Specialist 2000 - 2002
Heitman Capital Management 1998 - 2000
Skills
Equities, Trading Systems, Management, Financial Analysis, Portfolio Management, Options
Education
University of Illinois at Chicago 1997 — 1999
MBA, Finance
University of Denver 1989 — 1992
BSBA, International Business and Economics
Semester at Sea 1991 — 1991
International Business and Culture
University of Almunecar, Spain 1991 — 1991
Certificate, Spanish Language
Highland Park High School 1986 — 1989
Diploma
NASD
Series 7, 63, 55 (expired 2008)
Quiznos January 2013 - Present
Comcast July 2012 - December 2012
GHP Investment Advisors September 2011 - December 2011
Newedge April 2011 - August 2011
TCS Education System March 2009 - March 2011
Lehman Brothers February 2008 - May 2008
LaSalle Capital Group, LLC 2005 - 2006
Rock Island Index Trading 2002 - 2005
Melvin Specialist 2000 - 2002
Heitman Capital Management 1998 - 2000
Skills
Equities, Trading Systems, Management, Financial Analysis, Portfolio Management, Options
Education
University of Illinois at Chicago 1997 — 1999
MBA, Finance
University of Denver 1989 — 1992
BSBA, International Business and Economics
Semester at Sea 1991 — 1991
International Business and Culture
University of Almunecar, Spain 1991 — 1991
Certificate, Spanish Language
Highland Park High School 1986 — 1989
Diploma
NASD
Series 7, 63, 55 (expired 2008)
Freya Birdie Freya Birdie's Lehman Brothers Experience March 2008 - September 2008
Job Recruiter at McKinsey & Company
Industry Professional Training & Coaching
Experience
McKinsey & Company July 2015 - Present
Asia Society July 2013 - November 2014
Axience February 2012 - October 2012
ELD International, Inc. March 2009 - November 2011
Barclays Capital September 2008 - February 2009
Lehman Brothers March 2008 - September 2008
General Electric July 2006 - February 2008
Skills
Business Networking, Relationship Development, Research, Italian, Business Strategy, Financial Analysis, Management, Business Development, Leadership, Mergers & Acquisitions, Management Consulting, Analysis, Market Research, Strategy, Training, CRM
Education
Oxford Seminars 2009 — 2009
TEFL, Teaching English as a Foreign Language
University of Florida 2002 — 2006
Bachelor of Science, Finance
McKinsey & Company July 2015 - Present
Asia Society July 2013 - November 2014
Axience February 2012 - October 2012
ELD International, Inc. March 2009 - November 2011
Barclays Capital September 2008 - February 2009
Lehman Brothers March 2008 - September 2008
General Electric July 2006 - February 2008
Skills
Business Networking, Relationship Development, Research, Italian, Business Strategy, Financial Analysis, Management, Business Development, Leadership, Mergers & Acquisitions, Management Consulting, Analysis, Market Research, Strategy, Training, CRM
Education
Oxford Seminars 2009 — 2009
TEFL, Teaching English as a Foreign Language
University of Florida 2002 — 2006
Bachelor of Science, Finance
abbey kosakowski abbey kosakowski's Lehman Brothers Experience January 2001 - October 2008
Job
Industry Commercial Real Estate
Experience
Torchlight Investors May 2011 - Present
JPMorgan Chase & Co. November 2008 - May 2011
Lehman Brothers January 2001 - October 2008
Education
University of Florida
Torchlight Investors May 2011 - Present
JPMorgan Chase & Co. November 2008 - May 2011
Lehman Brothers January 2001 - October 2008
Education
University of Florida
Jim Shallcross Jim Shallcross's Lehman Brothers Experience 1987 - 1990
Job Senior Portfolio Manager/CIO
Industry Investment Management
Experience
Metacapital Management March 2011 - August 2015
Declaration Management & Research October 1991 - March 2011
Lehman Brothers 1987 - 1990
Skills
Fixed Income, Mutual Funds, Mortgage Lending, Bloomberg, Hedge Funds, Portfolio Management, Valuation, Asset Management, Financial Modeling, Investments, Alternative Investments, Capital Markets, Derivatives, Bonds, Investment Management, Equities, Securities, Corporate Finance, Financial Analysis, Structured Products
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
University of Denver 1980 — 1984
BSBA, Finance, General
Metacapital Management March 2011 - August 2015
Declaration Management & Research October 1991 - March 2011
Lehman Brothers 1987 - 1990
Skills
Fixed Income, Mutual Funds, Mortgage Lending, Bloomberg, Hedge Funds, Portfolio Management, Valuation, Asset Management, Financial Modeling, Investments, Alternative Investments, Capital Markets, Derivatives, Bonds, Investment Management, Equities, Securities, Corporate Finance, Financial Analysis, Structured Products
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
University of Denver 1980 — 1984
BSBA, Finance, General
Chad Levine Chad Levine's Lehman Brothers Experience June 2000 - December 2001
Job Finance Professional with extensive business development and leadership experience
Industry Financial Services
Experience
Open Field Trading, LLC (OFT) 2014 - Present
AV, Inc. (AVI) January 2006 - December 2014
Colorado Real Estate and Investment Company (CREICO) - Ascentia January 2002 - January 2006
Lehman Brothers June 2000 - December 2001
Skills
Finance, Entrepreneurship, Strategic Planning, Business Development, Start-ups, Negotiation, Social Media, Data Analysis, Research, Organizational..., SEO, Due Diligence, Corporate Finance, Microsoft Office, Financial Modeling, Microsoft Excel, VBA, SQL, HTML, Web Design, Argus Modeling, Real Estate, Commercial Real Estate, Commercial Real Estate...
Education
University of Denver - Daniels College of Business 2003 — 2006
Master of Science, Real Estate / Finance
Columbia University and New York University 2000 — 2000
Two Month Accelerated Program, Finance, Accounting and Economics
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelor of Science, Business Administration, Finance and Economics
CFA Institude
Chartered Financial Analyst Program
Open Field Trading, LLC (OFT) 2014 - Present
AV, Inc. (AVI) January 2006 - December 2014
Colorado Real Estate and Investment Company (CREICO) - Ascentia January 2002 - January 2006
Lehman Brothers June 2000 - December 2001
Skills
Finance, Entrepreneurship, Strategic Planning, Business Development, Start-ups, Negotiation, Social Media, Data Analysis, Research, Organizational..., SEO, Due Diligence, Corporate Finance, Microsoft Office, Financial Modeling, Microsoft Excel, VBA, SQL, HTML, Web Design, Argus Modeling, Real Estate, Commercial Real Estate, Commercial Real Estate...
Education
University of Denver - Daniels College of Business 2003 — 2006
Master of Science, Real Estate / Finance
Columbia University and New York University 2000 — 2000
Two Month Accelerated Program, Finance, Accounting and Economics
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelor of Science, Business Administration, Finance and Economics
CFA Institude
Chartered Financial Analyst Program
Jennifer Edwards's Lehman Brothers Experience 1997 - 2000
Job VP of Human Resources at ADS, Inc.
Industry Defense & Space
Experience
ADS, Inc May 2006 - Present
WorldNow 2000 - 2003
Lehman Brothers 1997 - 2000
Skills
Performance Management, Employee Relations, Team Building, Process Improvement, Strategic Planning, Compensation, Talent Acquisition, Benefits, Public Speaking, Organizational..., Business Strategy, Benefits Administration, Onboarding, Employment Law, HR Policies, Employee Engagement, Negotiation, Mentoring, Microsoft Office, Team Leadership, Interviewing, Event Planning, Hiring, Talent Management, Employee Benefits, Government Contracting, Security Clearance, Program Management, Leadership, Military, Recruiting, DoD, Operations Management, Government, Strategy, Contract Negotiation, Management, Deferred Compensation, Leadership Development, Policy, Training, Employee Training, Applicant Tracking..., Personnel Management, Sourcing, Organizational..., Executive Management, Workforce Planning, Proposal Writing, Internet Recruiting
Education
University of Florida 1989 — 1994
Bachelor of Arts, History/Philosophy
ADS, Inc May 2006 - Present
WorldNow 2000 - 2003
Lehman Brothers 1997 - 2000
Skills
Performance Management, Employee Relations, Team Building, Process Improvement, Strategic Planning, Compensation, Talent Acquisition, Benefits, Public Speaking, Organizational..., Business Strategy, Benefits Administration, Onboarding, Employment Law, HR Policies, Employee Engagement, Negotiation, Mentoring, Microsoft Office, Team Leadership, Interviewing, Event Planning, Hiring, Talent Management, Employee Benefits, Government Contracting, Security Clearance, Program Management, Leadership, Military, Recruiting, DoD, Operations Management, Government, Strategy, Contract Negotiation, Management, Deferred Compensation, Leadership Development, Policy, Training, Employee Training, Applicant Tracking..., Personnel Management, Sourcing, Organizational..., Executive Management, Workforce Planning, Proposal Writing, Internet Recruiting
Education
University of Florida 1989 — 1994
Bachelor of Arts, History/Philosophy
Jim Jandrisevits Jim Jandrisevits's Lehman Brothers Experience 2004 - 2007
Job Banking and Business Development Executive
Industry Banking
Experience
USAA Federal Savings Bank January 2010 - February 2015
Bank of America Home Loans August 2007 - December 2009
Lehman Brothers 2004 - 2007
USAA Federal Savings Bank August 2002 - August 2004
Fleet Mortgage Group 1989 - 2001
Skills
Loan Origination, Mortgage Lending, Credit, Mortgage Banking, Sales, Banking, Loans, Strategic Planning, CRM, Executive Management, Underwriting, Finance, Business Development, Risk Management, Residential Mortgages, Corporate Development, Vendor Management, Leadership, Process Improvement, Mortgage Servicing, Fixed Income, Portfolio Management, Refinance, Credit Analysis, Financial Services, Relationship Management, FHA, Capital Markets, Asset Managment, Loss Mitigation, Financial Risk, Credit Risk, Sales Management, Mortgage Underwriting, Consumer Lending, Commercial Lending
Education
University of Delaware 1971 — 1976
Bachelor of Science in Business Administration
USAA Federal Savings Bank January 2010 - February 2015
Bank of America Home Loans August 2007 - December 2009
Lehman Brothers 2004 - 2007
USAA Federal Savings Bank August 2002 - August 2004
Fleet Mortgage Group 1989 - 2001
Skills
Loan Origination, Mortgage Lending, Credit, Mortgage Banking, Sales, Banking, Loans, Strategic Planning, CRM, Executive Management, Underwriting, Finance, Business Development, Risk Management, Residential Mortgages, Corporate Development, Vendor Management, Leadership, Process Improvement, Mortgage Servicing, Fixed Income, Portfolio Management, Refinance, Credit Analysis, Financial Services, Relationship Management, FHA, Capital Markets, Asset Managment, Loss Mitigation, Financial Risk, Credit Risk, Sales Management, Mortgage Underwriting, Consumer Lending, Commercial Lending
Education
University of Delaware 1971 — 1976
Bachelor of Science in Business Administration
Anthea Martin Anthea Martin's Lehman Brothers Experience 1999 - 2000
Job
Industry Real Estate
Experience
Walker & Dunlop June 2015 - Present
CBRE HMF, Inc June 2010 - May 2015
5280 RE Solutions August 2008 - June 2010
Colorado Business Bank 2005 - 2008
Signet Partners (HUD PAE) 2003 - 2005
NorthMarq Capital 2000 - 2002
Lehman Brothers 1999 - 2000
Skills
Underwriting, Financial Analysis, Investments, Real Estate Development, Asset Management, FHA, Green Building, Asset Managment, Real Estate Transactions, Commercial Lending, Commercial Real Estate, Loans, Real Estate, Due Diligence, Real Estate Economics, Portfolio Management, Refinance, Leases, Real Estate Financing, Investment Properties, Mortgage Lending, HUD, Disposition, Valuation, Credit, Loan Origination, Mortgage Underwriting, Dispositions
Education
University of Denver - Daniels College of Business 2008 — 2010
Masters
New York University - Leonard N. Stern School of Business 1998 — 2001
Bachelor of Science
Walker & Dunlop June 2015 - Present
CBRE HMF, Inc June 2010 - May 2015
5280 RE Solutions August 2008 - June 2010
Colorado Business Bank 2005 - 2008
Signet Partners (HUD PAE) 2003 - 2005
NorthMarq Capital 2000 - 2002
Lehman Brothers 1999 - 2000
Skills
Underwriting, Financial Analysis, Investments, Real Estate Development, Asset Management, FHA, Green Building, Asset Managment, Real Estate Transactions, Commercial Lending, Commercial Real Estate, Loans, Real Estate, Due Diligence, Real Estate Economics, Portfolio Management, Refinance, Leases, Real Estate Financing, Investment Properties, Mortgage Lending, HUD, Disposition, Valuation, Credit, Loan Origination, Mortgage Underwriting, Dispositions
Education
University of Denver - Daniels College of Business 2008 — 2010
Masters
New York University - Leonard N. Stern School of Business 1998 — 2001
Bachelor of Science
Lindsey Jones Lindsey Jones's Lehman Brothers Experience October 2007 - November 2008
Job Investment Specialist at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
Fortress Investment Group July 2010 - April 2013
Fortress Investment Group December 2008 - July 2010
Lehman Brothers October 2007 - November 2008
Skills
Loans, Hedge Funds, Investor Relations, Project Planning, Corporate Finance, Capital Markets, Valuation, Fixed Income, Microsoft Office, Portfolio Management, Equities, Bloomberg, Financial Modeling, Finance, Financial Analysis
Education
NYU Stern School of Business 2013 — 2015
University of Florida 2003 — 2007
Bachelor of Science (BS), Finance, General
Gaither High School 1999 — 2003
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2014
Fortress Investment Group July 2010 - April 2013
Fortress Investment Group December 2008 - July 2010
Lehman Brothers October 2007 - November 2008
Skills
Loans, Hedge Funds, Investor Relations, Project Planning, Corporate Finance, Capital Markets, Valuation, Fixed Income, Microsoft Office, Portfolio Management, Equities, Bloomberg, Financial Modeling, Finance, Financial Analysis
Education
NYU Stern School of Business 2013 — 2015
University of Florida 2003 — 2007
Bachelor of Science (BS), Finance, General
Gaither High School 1999 — 2003
Nick Childs Nick Childs's Lehman Brothers Experience 2006 - 2008
Job Agency MBS at Proprietary Capital
Industry Financial Services
Experience
Proprietary Capital 2012 - Present
Barclays Investment Bank 2008 - 2012
Lehman Brothers 2006 - 2008
State Street 2003 - 2006
Skills
MBS, Agency MBS, Bloomberg, Intex Desktop, LPS
Education
University of Denver
Bachelor of Science (BS), Finance, General
Proprietary Capital 2012 - Present
Barclays Investment Bank 2008 - 2012
Lehman Brothers 2006 - 2008
State Street 2003 - 2006
Skills
MBS, Agency MBS, Bloomberg, Intex Desktop, LPS
Education
University of Denver
Bachelor of Science (BS), Finance, General
Jonathan Scher Jonathan Scher's Lehman Brothers Experience February 2004 - February 2007
Job Regional Sales Executive at Concur
Industry Computer Software
Experience
Concur April 2015 - Present
Rocket Software March 2010 - April 2015
SunTrust Robinson Humphrey February 2007 - February 2009
Lehman Brothers February 2004 - February 2007
Neuberger Berman May 2002 - February 2004
Thomson Financial May 2001 - May 2002
Skills
Sales Operations, Equities, Series 7, CRM, Capital Markets, Sales, Start-ups, Salesforce.com, Sales Process, SaaS, Solution Selling, Strategic Partnerships, Professional Services, Software Industry, Lead Generation, Sales Enablement, Enterprise Software
Education
University of Denver 1997 — 2001
BSBA, Finance and Economics
Syosset High School 1993 — 1997
Concur April 2015 - Present
Rocket Software March 2010 - April 2015
SunTrust Robinson Humphrey February 2007 - February 2009
Lehman Brothers February 2004 - February 2007
Neuberger Berman May 2002 - February 2004
Thomson Financial May 2001 - May 2002
Skills
Sales Operations, Equities, Series 7, CRM, Capital Markets, Sales, Start-ups, Salesforce.com, Sales Process, SaaS, Solution Selling, Strategic Partnerships, Professional Services, Software Industry, Lead Generation, Sales Enablement, Enterprise Software
Education
University of Denver 1997 — 2001
BSBA, Finance and Economics
Syosset High School 1993 — 1997
Jordan Baron Jordan Baron's Lehman Brothers Experience August 2007 - September 2008
Job Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
Barclays Wealth and Investment Management February 2014 - July 2015
Barclays March 2009 - February 2014
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2007 - September 2008
Skills
Securities, Fixed Income, Investments, Financial Modeling, Bloomberg, Investment Banking, Bloomberg Terminal, Series 7, Equities, Finance, Capital Markets, Wealth Management, Corporate Finance, Financial Services
Education
University of Florida 2003 — 2007
BS, Finance
UBS Wealth Management July 2015 - Present
Barclays Wealth and Investment Management February 2014 - July 2015
Barclays March 2009 - February 2014
Barclays Capital September 2008 - March 2009
Lehman Brothers August 2007 - September 2008
Skills
Securities, Fixed Income, Investments, Financial Modeling, Bloomberg, Investment Banking, Bloomberg Terminal, Series 7, Equities, Finance, Capital Markets, Wealth Management, Corporate Finance, Financial Services
Education
University of Florida 2003 — 2007
BS, Finance
Jenna Goldstein Jenna Goldstein's Lehman Brothers Experience May 2008 - August 2008
Job Senior Account Associate at Coach
Industry Financial Services
Experience
Jason Wu May 2015 - Present
Coach February 2014 - May 2015
Coach August 2013 - February 2014
Coach April 2011 - August 2013
GE Capital June 2010 - December 2010
GE Capital April 2010 - June 2010
Lehman Brothers May 2008 - August 2008
Skills
SAP, Pivot Tables, Essbase
Education
UNSW Australia 2010 — 2010
Masters, International Business
University of Florida - Hough Graduate School of Business 2009 — 2010
Masters, International Business
University of Florida - Warrington College Of Business 2005 — 2009
Finance
Jason Wu May 2015 - Present
Coach February 2014 - May 2015
Coach August 2013 - February 2014
Coach April 2011 - August 2013
GE Capital June 2010 - December 2010
GE Capital April 2010 - June 2010
Lehman Brothers May 2008 - August 2008
Skills
SAP, Pivot Tables, Essbase
Education
UNSW Australia 2010 — 2010
Masters, International Business
University of Florida - Hough Graduate School of Business 2009 — 2010
Masters, International Business
University of Florida - Warrington College Of Business 2005 — 2009
Finance
Cory Federline's Lehman Brothers Experience 2007 - 2008
Job Sr. Account Executive at ROLTA AdvizeX
Industry Information Technology and Services
Experience
ROLTA AdvizeX October 2012 - Present
The Ergonomic Group April 2008 - September 2012
Lehman Brothers 2007 - 2008
Skills
Virtualization, Disaster Recovery, Cloud Computing, Solution Selling, Data Center, Enterprise Software, Enterprise Storage, Professional Services, VMware, HP, VDI, Oracle, SAP, Avaya, Managed Services
Education
University of Connecticut 2003 — 2006
Bachelor of Arts
Bishop Feehan High School
ROLTA AdvizeX October 2012 - Present
The Ergonomic Group April 2008 - September 2012
Lehman Brothers 2007 - 2008
Skills
Virtualization, Disaster Recovery, Cloud Computing, Solution Selling, Data Center, Enterprise Software, Enterprise Storage, Professional Services, VMware, HP, VDI, Oracle, SAP, Avaya, Managed Services
Education
University of Connecticut 2003 — 2006
Bachelor of Arts
Bishop Feehan High School
Marna Ringel's Lehman Brothers Experience August 1999 - May 2009
Job Executive Assistant
Industry Design
Experience
Alvarez & Marsal April 2010 - Present
Flowers by Marna February 2008 - Present
Lehman Brothers August 1999 - May 2009
Skills
Publishing, Advertising, Equities, Asset Management, Private Equity, Entrepreneurship, Venture Capital, Financial Services, Strategy, Investments, Investment Banking, Asset Managment, Capital Markets, Due Diligence, Alternative Investments, Proposal Writing, Hedge Funds, Mergers, Budgets, Fixed Income, Executive Management
Education
University of Colorado at Boulder 1988 — 1993
BA, English
McQueens Floral School London
Alvarez & Marsal April 2010 - Present
Flowers by Marna February 2008 - Present
Lehman Brothers August 1999 - May 2009
Skills
Publishing, Advertising, Equities, Asset Management, Private Equity, Entrepreneurship, Venture Capital, Financial Services, Strategy, Investments, Investment Banking, Asset Managment, Capital Markets, Due Diligence, Alternative Investments, Proposal Writing, Hedge Funds, Mergers, Budgets, Fixed Income, Executive Management
Education
University of Colorado at Boulder 1988 — 1993
BA, English
McQueens Floral School London
Carol Goldfein Carol Goldfein's Lehman Brothers Experience December 1997 - December 2004
Job Real Estate Salesperson at Maxwell Jacobs
Industry Real Estate
Experience
Maxwell Jacobs February 2012 - Present
Lehman Brothers December 1997 - December 2004
J.P. Morgan 1994 - 1997
Skills
Strategic Financial..., Retirement, Securities, Equities, Wealth Management, Asset Managment
Education
University of Florida 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Maxwell Jacobs February 2012 - Present
Lehman Brothers December 1997 - December 2004
J.P. Morgan 1994 - 1997
Skills
Strategic Financial..., Retirement, Securities, Equities, Wealth Management, Asset Managment
Education
University of Florida 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Rebecca Mendez's Lehman Brothers Experience August 2003 - September 2003
Job Associate at Holland & Knight LLP
Industry Law Practice
Experience
Holland & Knight LLP December 2012 - Present
Broad and Cassel November 2012 - December 2012
Stroock & Stroock & Lavan LLP September 2007 - November 2012
Arista & Feldman 2006 - 2006
Lehman Brothers August 2003 - September 2003
Education
FIU College of Law 2004 — 2007
J.D., Law, Law Review, Comment Editor
University of Florida 2000 — 2004
Finance, Business, Cum Laude
Our Lady of Lourdes Academy 1996 — 2000
Holland & Knight LLP December 2012 - Present
Broad and Cassel November 2012 - December 2012
Stroock & Stroock & Lavan LLP September 2007 - November 2012
Arista & Feldman 2006 - 2006
Lehman Brothers August 2003 - September 2003
Education
FIU College of Law 2004 — 2007
J.D., Law, Law Review, Comment Editor
University of Florida 2000 — 2004
Finance, Business, Cum Laude
Our Lady of Lourdes Academy 1996 — 2000
Rick Firmine Rick Firmine's Lehman Brothers Experience July 1999 - February 2000
Job Principal at Fifteen Group
Industry Real Estate
Experience
Fifteen Group January 2015 - Present
RF Development October 2004 - Present
Torino Companies April 2002 - October 2004
Robertson Stephens February 2000 - July 2001
Lehman Brothers July 1999 - February 2000
Skills
Real Estate Development, Real Estate Transactions, Acquisitions, Financial Modeling, Valuation, Due Diligence, Real Estate Private..., Investment Banking
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance, Honors
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, Magna Cum Laude
Fifteen Group January 2015 - Present
RF Development October 2004 - Present
Torino Companies April 2002 - October 2004
Robertson Stephens February 2000 - July 2001
Lehman Brothers July 1999 - February 2000
Skills
Real Estate Development, Real Estate Transactions, Acquisitions, Financial Modeling, Valuation, Due Diligence, Real Estate Private..., Investment Banking
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Finance, Honors
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, Magna Cum Laude
Dirk Van Curan Dirk Van Curan's Lehman Brothers Experience January 1988 - January 2000
Job Director of Technology at MSAD #51
Industry Education Management
Experience
MSAD #51 July 2012 - Present
DStrongVC October 2010 - Present
WorldVentures May 2009 - Present
Rovia May 2009 - Present
MSAD #51 January 2011 - July 2012
TYLER TECHNOLOGY INC June 2009 - June 2010
GREELY HIGH SCHOOL January 2009 - June 2009
AMERIPRISE FINANCIAL SERVICES INC January 2003 - January 2009
DLS Marketing January 2000 - October 2001
Lehman Brothers January 1988 - January 2000
Skills
Leadership, Customer Service, Microsoft Office, Event Planning, Fundraising, Strategic Planning, Team Building, Public Speaking, Entrepreneurship, Small Business, Coaching, Social Media Marketing, Social Media, Non-profits, Project Management, Program Management, Marketing, Budgets, Social Networking, Team Leadership
Education
University of Colorado at Boulder 1978 — 1985
BA, Commercial Recreation
Holderness 1974 — 1977
MSAD #51 July 2012 - Present
DStrongVC October 2010 - Present
WorldVentures May 2009 - Present
Rovia May 2009 - Present
MSAD #51 January 2011 - July 2012
TYLER TECHNOLOGY INC June 2009 - June 2010
GREELY HIGH SCHOOL January 2009 - June 2009
AMERIPRISE FINANCIAL SERVICES INC January 2003 - January 2009
DLS Marketing January 2000 - October 2001
Lehman Brothers January 1988 - January 2000
Skills
Leadership, Customer Service, Microsoft Office, Event Planning, Fundraising, Strategic Planning, Team Building, Public Speaking, Entrepreneurship, Small Business, Coaching, Social Media Marketing, Social Media, Non-profits, Project Management, Program Management, Marketing, Budgets, Social Networking, Team Leadership
Education
University of Colorado at Boulder 1978 — 1985
BA, Commercial Recreation
Holderness 1974 — 1977
Christian Robinson Christian Robinson's Lehman Brothers Experience July 2004 - August 2008
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2011 - Present
The University of North Carolina’s Kenan-Flagler Business School August 2009 - May 2011
J.P. Morgan June 2010 - August 2010
Neuberger Berman September 2008 - June 2009
Lehman Brothers July 2004 - August 2008
The University of Georgia August 2000 - May 2004
Skills
Bloomberg, Corporate Finance, Fixed Income, Valuation, Equities, Financial Analysis, Capital Markets, Asset Management, Investments, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance
J.P. Morgan Asset Management August 2011 - Present
The University of North Carolina’s Kenan-Flagler Business School August 2009 - May 2011
J.P. Morgan June 2010 - August 2010
Neuberger Berman September 2008 - June 2009
Lehman Brothers July 2004 - August 2008
The University of Georgia August 2000 - May 2004
Skills
Bloomberg, Corporate Finance, Fixed Income, Valuation, Equities, Financial Analysis, Capital Markets, Asset Management, Investments, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance
Kevin Slocum's Lehman Brothers Experience September 1989 - September 1991
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB June 2014 - Present
M.M. Dillon & Co. May 2010 - June 2014
Greenwich Technology Advisors January 2004 - June 2010
SoundView Technology Group April 1996 - January 2004
Bentley Capital August 1994 - January 1996
Zweig Dimenna Partners April 1992 - August 1994
Kidder Peabody September 1991 - April 1992
Lehman Brothers September 1989 - September 1991
SoundView Technology Group August 1986 - August 1989
L F Rothschild Unterberg Towbin July 1981 - August 1986
Skills
Finance, Investment Banking, Management, Equities, Mergers & Acquisitions, Equity Research, Valuation, Investments, Financial Modeling, Restructuring, Business Strategy, Start-ups, Private Equity, Mergers, Venture Capital, Telecommunications, Hedge Funds, Financial Advisory
Education
University of Connecticut 1972 — 1976
BA, Economics
Headwaters MB June 2014 - Present
M.M. Dillon & Co. May 2010 - June 2014
Greenwich Technology Advisors January 2004 - June 2010
SoundView Technology Group April 1996 - January 2004
Bentley Capital August 1994 - January 1996
Zweig Dimenna Partners April 1992 - August 1994
Kidder Peabody September 1991 - April 1992
Lehman Brothers September 1989 - September 1991
SoundView Technology Group August 1986 - August 1989
L F Rothschild Unterberg Towbin July 1981 - August 1986
Skills
Finance, Investment Banking, Management, Equities, Mergers & Acquisitions, Equity Research, Valuation, Investments, Financial Modeling, Restructuring, Business Strategy, Start-ups, Private Equity, Mergers, Venture Capital, Telecommunications, Hedge Funds, Financial Advisory
Education
University of Connecticut 1972 — 1976
BA, Economics
Lauren Gayle Zitowsky, CPC & ELI-MP Lauren Gayle Zitowsky, CPC & ELI-MP's Lehman Brothers Experience July 2004 - September 2007
Job Viacom
Industry Entertainment
Experience
Teen Life Coach January 2011 - Present
Viacom October 2007 - Present
Lehman Brothers July 2004 - September 2007
Education
IPEC 2009 — 2011
Certified Life Coach
University of Delaware
BA, Business/Managerial Economics
Teen Life Coach January 2011 - Present
Viacom October 2007 - Present
Lehman Brothers July 2004 - September 2007
Education
IPEC 2009 — 2011
Certified Life Coach
University of Delaware
BA, Business/Managerial Economics
Albert Picallo Albert Picallo's Lehman Brothers Experience December 2003 - December 2010
Job CoFounder CIO Synapse Development Group
Industry Real Estate
Experience
Synapse Development December 2010 - Present
Focal Point Capital Advisors December 2010 - Present
Lehman Brothers December 2003 - December 2010
Skills
Asset Management, Asset Managment, Banking, Capital Markets
Education
University of Florida - Warrington College Of Business 1985 — 1990
B.S., Finance
Synapse Development December 2010 - Present
Focal Point Capital Advisors December 2010 - Present
Lehman Brothers December 2003 - December 2010
Skills
Asset Management, Asset Managment, Banking, Capital Markets
Education
University of Florida - Warrington College Of Business 1985 — 1990
B.S., Finance
Theodore Ted Wonderly Theodore Ted Wonderly's Lehman Brothers Experience December 1979 - January 1984
Job Investment CoChair at MorganTheisman Equities
Industry Financial Services
Experience
Morgan-Theisman Investors Fund August 1992 - Present
Morgan Stanley February 1984 - August 1992
Lehman Brothers December 1979 - January 1984
Education
USC Marshall School of Business
MBA, Finance
Université de Geneve
Finance
Morgan-Theisman Investors Fund August 1992 - Present
Morgan Stanley February 1984 - August 1992
Lehman Brothers December 1979 - January 1984
Education
USC Marshall School of Business
MBA, Finance
Université de Geneve
Finance
Sven Serspinski Sven Serspinski's Lehman Brothers Experience 1991 - 1995
Job Corporate Finance & Restructuring Department at Pension Benefit Guaranty Corporation (PBGC)
Industry Government Administration
Experience
C&J Valuation Advisors, a division of Coulter & Justus, PC November 2003 - April 2014
GVS, Ltd. 2000 - 2002
Houlihan Lokey 1997 - 2000
Lehman Brothers 1991 - 1995
Skills
Valuation, Business Valuation, Purchase Price..., Mergers, Restructuring, Debt Restructuring, Pensions
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
University of Colorado at Boulder 1986 — 1990
BA
C&J Valuation Advisors, a division of Coulter & Justus, PC November 2003 - April 2014
GVS, Ltd. 2000 - 2002
Houlihan Lokey 1997 - 2000
Lehman Brothers 1991 - 1995
Skills
Valuation, Business Valuation, Purchase Price..., Mergers, Restructuring, Debt Restructuring, Pensions
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
University of Colorado at Boulder 1986 — 1990
BA
David Gunter's Lehman Brothers Experience October 1995 - January 1996
Job
Industry Investment Management
Experience
Voya Investment Management December 2012 - Present
ING Investment Management January 2007 - December 2012
Options Technology October 2000 - March 2007
RealEstate.com 1999 - 2001
Prudential Financial March 1997 - January 1998
Timber Hill LLC January 1996 - August 1996
Lehman Brothers October 1995 - January 1996
Skills
Information Architecture, Data Architecture, Data Warehousing, Architecture, Project Management, Portfolio Management, Business Analysis, Asset Managment, Business Intelligence, Data Modeling, Enterprise Architecture, Fixed Income, Risk Management, IT Strategy, Financial Markets, Requirements Gathering, Data Management, Information Management, Requirements Analysis, Strategy, Databases, Investment Management, Management, SDLC, Business Architecture, ETL, Business Process, IT Management, Securities, Data Integration, Business Requirements, Business Process..., SSIS, Bonds, Database Design, Financial Services, Solution Architecture, Consulting, Finance, Vendor Management, Integration, Investments, Project Portfolio..., Outsourcing
Education
University of Georgia - Terry College of Business 1990 — 1995
BBA, Finance
Voya Investment Management December 2012 - Present
ING Investment Management January 2007 - December 2012
Options Technology October 2000 - March 2007
RealEstate.com 1999 - 2001
Prudential Financial March 1997 - January 1998
Timber Hill LLC January 1996 - August 1996
Lehman Brothers October 1995 - January 1996
Skills
Information Architecture, Data Architecture, Data Warehousing, Architecture, Project Management, Portfolio Management, Business Analysis, Asset Managment, Business Intelligence, Data Modeling, Enterprise Architecture, Fixed Income, Risk Management, IT Strategy, Financial Markets, Requirements Gathering, Data Management, Information Management, Requirements Analysis, Strategy, Databases, Investment Management, Management, SDLC, Business Architecture, ETL, Business Process, IT Management, Securities, Data Integration, Business Requirements, Business Process..., SSIS, Bonds, Database Design, Financial Services, Solution Architecture, Consulting, Finance, Vendor Management, Integration, Investments, Project Portfolio..., Outsourcing
Education
University of Georgia - Terry College of Business 1990 — 1995
BBA, Finance
Chuck Gerhardt's Lehman Brothers Experience February 2007 - February 2007
Job Application Troubleshooter/Tuner and Owner, Delta Star, Inc.
Industry Information Technology and Services
Experience
Citi June 2012 - Present
Undisclosed April 2000 - Present
Delta Star, Inc. January 1996 - Present
Citi February 2012 - April 2012
BP November 2009 - March 2010
Wellogix April 2007 - December 2008
Citi April 2007 - December 2008
RBC Capital Markets February 2007 - February 2007
Lehman Brothers February 2007 - February 2007
Sybase Professional Services at Citigroup December 2006 - January 2007
Education
University of Detroit Mercy 1982 — 1986
BS
Gabriel Richard
Citi June 2012 - Present
Undisclosed April 2000 - Present
Delta Star, Inc. January 1996 - Present
Citi February 2012 - April 2012
BP November 2009 - March 2010
Wellogix April 2007 - December 2008
Citi April 2007 - December 2008
RBC Capital Markets February 2007 - February 2007
Lehman Brothers February 2007 - February 2007
Sybase Professional Services at Citigroup December 2006 - January 2007
Education
University of Detroit Mercy 1982 — 1986
BS
Gabriel Richard
Diana Morrow, CAMS's Lehman Brothers Experience June 2003 - August 2003
Job Manager AML at GE Capital
Industry Financial Services
Experience
GE Capital April 2014 - Present
GE Capital January 2012 - April 2014
General Electric October 2006 - December 2011
General Electric July 2004 - September 2006
Lehman Brothers June 2003 - August 2003
Skills
Six Sigma, Cross-functional Team..., Change Management, Financial Analysis, Process Improvement, Business Analysis, Corporate Finance, Business Process..., Finance, Banking, Project Management, Analysis, Financial Modeling, Risk Management, Lean Manufacturing, Business Intelligence, Due Diligence
Education
University of Florida 2000 — 2004
Bachelors of Science, Finance
GE Capital April 2014 - Present
GE Capital January 2012 - April 2014
General Electric October 2006 - December 2011
General Electric July 2004 - September 2006
Lehman Brothers June 2003 - August 2003
Skills
Six Sigma, Cross-functional Team..., Change Management, Financial Analysis, Process Improvement, Business Analysis, Corporate Finance, Business Process..., Finance, Banking, Project Management, Analysis, Financial Modeling, Risk Management, Lean Manufacturing, Business Intelligence, Due Diligence
Education
University of Florida 2000 — 2004
Bachelors of Science, Finance
Stefanie Gardner (Cohen)'s Lehman Brothers Experience June 2002 - August 2002
Job
Industry Medical Devices
Experience
Janssen Pharmaceutical March 2011 - Present
Cordis, a Johnson & Johnson Company May 2005 - March 2011
Johnson & Johnson October 2004 - May 2005
Johnson & Johnson March 2004 - October 2004
Johnson & Johnson June 2003 - March 2004
Lehman Brothers June 2002 - August 2002
BIC Graphic USA May 2001 - August 2001
Skills
Financial Analysis, Forecasting, SOX, Variance Analysis, Budgeting, Accounting, Financial Modeling, P&L, Excel, PowerPoint, Capital Budgeting, Accruals, Month End Close, Year End Close
Education
University of Florida 1999 — 2003
BSBA
Janssen Pharmaceutical March 2011 - Present
Cordis, a Johnson & Johnson Company May 2005 - March 2011
Johnson & Johnson October 2004 - May 2005
Johnson & Johnson March 2004 - October 2004
Johnson & Johnson June 2003 - March 2004
Lehman Brothers June 2002 - August 2002
BIC Graphic USA May 2001 - August 2001
Skills
Financial Analysis, Forecasting, SOX, Variance Analysis, Budgeting, Accounting, Financial Modeling, P&L, Excel, PowerPoint, Capital Budgeting, Accruals, Month End Close, Year End Close
Education
University of Florida 1999 — 2003
BSBA
Caitlin Kitlas's Lehman Brothers Experience January 2001 - November 2002
Job Marketing Executive at Welcome Wagon
Industry Marketing and Advertising
Experience
Welcome Wagon October 2013 - Present
Independent Contractor October 2007 - October 2013
AXA Advisors January 2005 - October 2005
CUSO Financial Services, LP January 2004 - December 2004
Lehman Brothers January 2001 - November 2002
Lehman Brothers January 2000 - January 2001
Paine Webber September 1997 - December 1999
Skills
Equities, Banking, Fixed Income, Capital Markets, Management, Sales, Direct Sales, Marketing, Product Marketing, Pharmaceutical Sales, Customer Engagement, Customer Relationships, Marketing Strategy, Long-term Customer..., Sales Promotion, Sales Assessments, Sample Management, Customer Interaction, Client Service Oriented, Client Relations Skills, Manage Client..., Auditing, Team Building, Venture Capital, Promotions, Corporate Finance, Compensation Structures, Global Compensation, Financial Reporting, Compensation & Benefit, Strategic Financial..., Office Management, Recruitment Marketing, Project Management, Team Leadership, Strategic Planning
Education
The University of Connecticut 1990 — 1994
Bachelor's degree, Business/Commerce, General
Welcome Wagon October 2013 - Present
Independent Contractor October 2007 - October 2013
AXA Advisors January 2005 - October 2005
CUSO Financial Services, LP January 2004 - December 2004
Lehman Brothers January 2001 - November 2002
Lehman Brothers January 2000 - January 2001
Paine Webber September 1997 - December 1999
Skills
Equities, Banking, Fixed Income, Capital Markets, Management, Sales, Direct Sales, Marketing, Product Marketing, Pharmaceutical Sales, Customer Engagement, Customer Relationships, Marketing Strategy, Long-term Customer..., Sales Promotion, Sales Assessments, Sample Management, Customer Interaction, Client Service Oriented, Client Relations Skills, Manage Client..., Auditing, Team Building, Venture Capital, Promotions, Corporate Finance, Compensation Structures, Global Compensation, Financial Reporting, Compensation & Benefit, Strategic Financial..., Office Management, Recruitment Marketing, Project Management, Team Leadership, Strategic Planning
Education
The University of Connecticut 1990 — 1994
Bachelor's degree, Business/Commerce, General
Eric Pflaum, CFA's Lehman Brothers Experience October 2000 - November 2008
Job U.S. Sales and Business Development at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management July 2013 - Present
Standish Mellon Asset Management August 2010 - July 2013
Maine Public Employees Retirement System (PERS) February 2009 - August 2010
Lehman Brothers October 2000 - November 2008
D.E. Frey & Co May 1999 - August 2000
Vail Resorts November 1995 - January 1998
Skills
Investments, Fixed Income, Portfolio Management, Investment Management, Emerging Markets, Credit, Institutional..., Hedge Funds, Business Development, Alternative Investments, Capital Markets
Education
University of Colorado at Boulder 1988 — 2003
Bachelor of Science (BSc), Business Administration and Management, General
Standish Mellon Asset Management July 2013 - Present
Standish Mellon Asset Management August 2010 - July 2013
Maine Public Employees Retirement System (PERS) February 2009 - August 2010
Lehman Brothers October 2000 - November 2008
D.E. Frey & Co May 1999 - August 2000
Vail Resorts November 1995 - January 1998
Skills
Investments, Fixed Income, Portfolio Management, Investment Management, Emerging Markets, Credit, Institutional..., Hedge Funds, Business Development, Alternative Investments, Capital Markets
Education
University of Colorado at Boulder 1988 — 2003
Bachelor of Science (BSc), Business Administration and Management, General
Natasa Dugandzic's Lehman Brothers Experience June 2005 - June 2007
Job Contracts Manager at AngioDynamics
Industry Medical Devices
Experience
AngioDynamics July 2014 - Present
Exactech September 2013 - July 2014
Exactech July 2009 - September 2013
Hilton Grand Vacations August 2007 - June 2008
Lehman Brothers June 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Data Analysis, Process Improvement, Analysis, Pricing, Sales, Budgets, Analytics, Sales Management, Team Building, Medical Devices, Management, Product Launch, Leadership, Strategy, Sales Operations, Healthcare, Product Marketing, New Business Development, Account Management, Training, Sales Presentations, Business Planning
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MBA, Finance
University of Florida 2002 — 2005
Bachelor of Science (BSc), finance
AngioDynamics July 2014 - Present
Exactech September 2013 - July 2014
Exactech July 2009 - September 2013
Hilton Grand Vacations August 2007 - June 2008
Lehman Brothers June 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Data Analysis, Process Improvement, Analysis, Pricing, Sales, Budgets, Analytics, Sales Management, Team Building, Medical Devices, Management, Product Launch, Leadership, Strategy, Sales Operations, Healthcare, Product Marketing, New Business Development, Account Management, Training, Sales Presentations, Business Planning
Education
University of Florida - Warrington College of Business Administration 2008 — 2009
MBA, Finance
University of Florida 2002 — 2005
Bachelor of Science (BSc), finance
Deron Blair's Lehman Brothers Experience January 2007 - September 2008
Job Director Web Portal Services at Barclays
Industry Financial Services
Experience
Barclays February 2014 - Present
Barclays Capital September 2008 - February 2014
Lehman Brothers January 2007 - September 2008
Lehman Brothers May 2005 - January 2007
Lehman Brothers January 2003 - May 2005
Lehman Brothers January 2001 - January 2003
IBM January 1999 - January 2001
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, Integration, Management, Quality Assurance, SDLC, Weblogic, Investment Banking, IT Strategy
Education
University of Connecticut 1993 — 1998
BS, Computer Science & Engineering
Barclays February 2014 - Present
Barclays Capital September 2008 - February 2014
Lehman Brothers January 2007 - September 2008
Lehman Brothers May 2005 - January 2007
Lehman Brothers January 2003 - May 2005
Lehman Brothers January 2001 - January 2003
IBM January 1999 - January 2001
Skills
Agile Methodologies, Business Analysis, Enterprise Architecture, Integration, Management, Quality Assurance, SDLC, Weblogic, Investment Banking, IT Strategy
Education
University of Connecticut 1993 — 1998
BS, Computer Science & Engineering
Lisa Gill, APR's Lehman Brothers Experience June 2007 - August 2007
Job Global Sustainability Communications Manager, The Dow Chemical Company
Industry Public Relations and Communications
Experience
The Dow Chemical Company July 2013 - Present
The Dow Chemical Company January 2010 - July 2013
The Dow Chemical Company June 2012 - December 2012
The Dow Chemical Company June 2009 - January 2010
Dow Chemical June 2008 - May 2009
Gainesville Regional Utilities August 2007 - May 2008
Lehman Brothers June 2007 - August 2007
University of Florida May 2006 - June 2007
Skills
Advertising Development..., Business & Product..., Digital Marketing, Employee Communications, Executive Communications, Literature Development, Media Relations, Tradeshow & Event..., Strong written and oral..., Articulating complex..., Balancing multiple..., Cross-functional..., Agency & Supplier..., Budget Management, Delivering Results in a..., Building Interpersonal..., Internal Communications, Cross-functional Team..., Communication Training, B2B Marketing, Event Management, Event Planning, Public Speaking, Marketing, Leadership, Budgets, Strategy, Market Research, Social Media, Public Relations, Strategic Communications, Market Planning, Editing, Newsletters, Marketing Communications, Team Leadership, Public Affairs, Literature, Corporate Communications, Crisis Communications, Corporate Branding, Press Releases, Social Media..., Digital Strategy, Social Media Marketing, Communications Planning, Corporate Social..., Facebook
Education
University of Florida 2004 — 2008
B.S., B.A., Public Relations, Spanish (Minor: Business Administration), 3.98
University of Florida 2004 — 2008
Bachelor of Science (B.S.), Public Relations
The Dow Chemical Company July 2013 - Present
The Dow Chemical Company January 2010 - July 2013
The Dow Chemical Company June 2012 - December 2012
The Dow Chemical Company June 2009 - January 2010
Dow Chemical June 2008 - May 2009
Gainesville Regional Utilities August 2007 - May 2008
Lehman Brothers June 2007 - August 2007
University of Florida May 2006 - June 2007
Skills
Advertising Development..., Business & Product..., Digital Marketing, Employee Communications, Executive Communications, Literature Development, Media Relations, Tradeshow & Event..., Strong written and oral..., Articulating complex..., Balancing multiple..., Cross-functional..., Agency & Supplier..., Budget Management, Delivering Results in a..., Building Interpersonal..., Internal Communications, Cross-functional Team..., Communication Training, B2B Marketing, Event Management, Event Planning, Public Speaking, Marketing, Leadership, Budgets, Strategy, Market Research, Social Media, Public Relations, Strategic Communications, Market Planning, Editing, Newsletters, Marketing Communications, Team Leadership, Public Affairs, Literature, Corporate Communications, Crisis Communications, Corporate Branding, Press Releases, Social Media..., Digital Strategy, Social Media Marketing, Communications Planning, Corporate Social..., Facebook
Education
University of Florida 2004 — 2008
B.S., B.A., Public Relations, Spanish (Minor: Business Administration), 3.98
University of Florida 2004 — 2008
Bachelor of Science (B.S.), Public Relations
Jamie L. Stewart's Lehman Brothers Experience July 2006 - February 2008
Job Financial Services and Mortgage Professional
Industry Banking
Experience
Janeway Law Firm, P.C. May 2014 - Present
JADE LLP December 2001 - Present
LOGS Network April 2013 - May 2014
The Castle Law Group, LLC December 2012 - April 2013
RP Holdings Group, LLC November 2011 - November 2012
Aurora Bank FSB October 2008 - November 2011
AIMCO April 2008 - October 2008
Lehman Brothers July 2006 - February 2008
FL2 March 2004 - February 2006
Pearl Street Capital Group November 2004 - July 2005
Skills
Analysis, Leadership, Strategic Planning, Risk Management, Business Strategy, Recruiting, Loss Mitigation, Foreclosures, Entrepreneurship, Mortgage Banking, Mortgage Lending, Banking, Mortgage Servicing, Credit Analysis, Loan Origination, Credit, Finance, Process Improvement, Vendor Management, Loan Servicing, Portfolio Management, USDA, VA loans, Loans
Education
University of Colorado Boulder - Leeds School of Business
Finance
Janeway Law Firm, P.C. May 2014 - Present
JADE LLP December 2001 - Present
LOGS Network April 2013 - May 2014
The Castle Law Group, LLC December 2012 - April 2013
RP Holdings Group, LLC November 2011 - November 2012
Aurora Bank FSB October 2008 - November 2011
AIMCO April 2008 - October 2008
Lehman Brothers July 2006 - February 2008
FL2 March 2004 - February 2006
Pearl Street Capital Group November 2004 - July 2005
Skills
Analysis, Leadership, Strategic Planning, Risk Management, Business Strategy, Recruiting, Loss Mitigation, Foreclosures, Entrepreneurship, Mortgage Banking, Mortgage Lending, Banking, Mortgage Servicing, Credit Analysis, Loan Origination, Credit, Finance, Process Improvement, Vendor Management, Loan Servicing, Portfolio Management, USDA, VA loans, Loans
Education
University of Colorado Boulder - Leeds School of Business
Finance
Benny Torres Sanchez's Lehman Brothers Experience August 2003 - September 2008
Job Vice President at UBS
Industry Financial Services
Experience
UBS March 2013 - Present
Barclays September 2008 - March 2013
Lehman Brothers August 2003 - September 2008
Deloitte and Touche January 2000 - August 2001
GE Capital January 1997 - December 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
University of Connecticut 1992 — 1996
BS, Finance
Staples High School 1988 — 1992
UBS March 2013 - Present
Barclays September 2008 - March 2013
Lehman Brothers August 2003 - September 2008
Deloitte and Touche January 2000 - August 2001
GE Capital January 1997 - December 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
University of Connecticut 1992 — 1996
BS, Finance
Staples High School 1988 — 1992
Neil Alibrio's Lehman Brothers Experience March 2007 - August 2007
Job Local Sales Manager WPLR/ WYBC and Director of Digital Revenue Cox Media Group Southern CT
Industry Marketing and Advertising
Experience
Cox Media September 2009 - Present
Cox Media Group Connecticut October 2009 - April 2011
Lehman Brothers March 2007 - August 2007
Clear Channel Communications November 2002 - February 2005
Skills
Advertising, Social Media Marketing, Digital Marketing, Marketing, Marketing Strategy, Online Advertising, Radio, Integrated Marketing, Advertising Sales, Media Planning, Marketing Communications, Email Marketing, Direct Mail, New Media, Lead Generation, Online Marketing, Public Relations, Sales, Direct Marketing, Digital Media, Media Buying, Social Media, Copywriting, SEM
Education
University of Connecticut 1994 — 1997
Marketing and Communication
Cox Media September 2009 - Present
Cox Media Group Connecticut October 2009 - April 2011
Lehman Brothers March 2007 - August 2007
Clear Channel Communications November 2002 - February 2005
Skills
Advertising, Social Media Marketing, Digital Marketing, Marketing, Marketing Strategy, Online Advertising, Radio, Integrated Marketing, Advertising Sales, Media Planning, Marketing Communications, Email Marketing, Direct Mail, New Media, Lead Generation, Online Marketing, Public Relations, Sales, Direct Marketing, Digital Media, Media Buying, Social Media, Copywriting, SEM
Education
University of Connecticut 1994 — 1997
Marketing and Communication
Alfredo Chang's Lehman Brothers Experience 2007 - 2008
Job CFO at Latam Jets Holdings
Industry Financial Services
Experience
Latam Jets Holdings August 2012 - Present
Inception Partners, LLC 2010 - Present
Breslau Capital Partners, LLC 2011 - September 2012
BTIG 2009 - November 2010
Lehman Brothers AM 2007 - 2009
Lehman Brothers 2007 - 2008
GE Asset Management 2000 - 2007
GE 2000 - 2007
AIG Global Investment Group 1996 - 2000
Bankers Trust 1994 - 1996
Skills
Investment Banking, High Yield, Strategy, Asset Allocation, Derivatives, Private Equity, Investments, Credit
Education
University of Florida 1990 — 1993
Bachelors, Finance
Latam Jets Holdings August 2012 - Present
Inception Partners, LLC 2010 - Present
Breslau Capital Partners, LLC 2011 - September 2012
BTIG 2009 - November 2010
Lehman Brothers AM 2007 - 2009
Lehman Brothers 2007 - 2008
GE Asset Management 2000 - 2007
GE 2000 - 2007
AIG Global Investment Group 1996 - 2000
Bankers Trust 1994 - 1996
Skills
Investment Banking, High Yield, Strategy, Asset Allocation, Derivatives, Private Equity, Investments, Credit
Education
University of Florida 1990 — 1993
Bachelors, Finance
Adam Lavinsky's Lehman Brothers Experience 2005 - 2008
Job Asset Manager at Thor Equities
Industry Real Estate
Experience
Thor Equities October 2014 - Present
Atlas Capital Group, LLC March 2008 - June 2014
Lehman Brothers 2005 - 2008
KPMG 2002 - 2005
Education
University of Delaware - Lerner College of Business and Economics
Thor Equities October 2014 - Present
Atlas Capital Group, LLC March 2008 - June 2014
Lehman Brothers 2005 - 2008
KPMG 2002 - 2005
Education
University of Delaware - Lerner College of Business and Economics
Brooks Hering's Lehman Brothers Experience January 2004 - March 2006
Job Senior Sales Executive(High Profile Field) at Advent Software
Industry Financial Services
Experience
Advent Software January 2012 - Present
Advent Software February 2009 - January 2012
Lowes Commercial Properties July 2007 - October 2008
Bear Stearns March 2006 - December 2006
Lehman Brothers January 2004 - March 2006
Advent Software November 1998 - February 2002
Skills
SaaS, Asset Managment, Financial Services, Salesforce.com, Equities, Account Management, Solution Selling, Portfolio Management, Asset Management, Sales Process, Strategy, Wealth Management, Product Management, Securities, Vendor Management, Professional Services, New Business Development, Consulting, Management, Lead Generation, Series 7, Cloud Computing, Analytics, Investment Management, Direct Sales, Selling, Product Marketing, Cold Calling, Contract Negotiation, Start-ups, Relationship Management, Sales, Business Process..., CRM, Leadership, Business Development, Options, Cross-functional Team..., Alternative Investments, Strategic Partnerships, Investments, Fixed Income, Mutual Funds, Competitive Analysis, Executive Management, Entrepreneurship, Hedge Funds, Series 63, Business Strategy, Business Analysis
Education
University of Colorado Boulder 1988 — 1992
Advent Software January 2012 - Present
Advent Software February 2009 - January 2012
Lowes Commercial Properties July 2007 - October 2008
Bear Stearns March 2006 - December 2006
Lehman Brothers January 2004 - March 2006
Advent Software November 1998 - February 2002
Skills
SaaS, Asset Managment, Financial Services, Salesforce.com, Equities, Account Management, Solution Selling, Portfolio Management, Asset Management, Sales Process, Strategy, Wealth Management, Product Management, Securities, Vendor Management, Professional Services, New Business Development, Consulting, Management, Lead Generation, Series 7, Cloud Computing, Analytics, Investment Management, Direct Sales, Selling, Product Marketing, Cold Calling, Contract Negotiation, Start-ups, Relationship Management, Sales, Business Process..., CRM, Leadership, Business Development, Options, Cross-functional Team..., Alternative Investments, Strategic Partnerships, Investments, Fixed Income, Mutual Funds, Competitive Analysis, Executive Management, Entrepreneurship, Hedge Funds, Series 63, Business Strategy, Business Analysis
Education
University of Colorado Boulder 1988 — 1992
Reid Turner's Lehman Brothers Experience 2002 - May 2009
Job Managing Director @ Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2009 - Present
Lehman Brothers 2002 - May 2009
Education
University of Colorado Boulder 1983 — 1998
Ph.D., Computer Science
University of North Carolina at Chapel Hill 1982 — 1986
BA, English, Econonmics
Neuberger Berman 2009 - Present
Lehman Brothers 2002 - May 2009
Education
University of Colorado Boulder 1983 — 1998
Ph.D., Computer Science
University of North Carolina at Chapel Hill 1982 — 1986
BA, English, Econonmics
Matthew Matarese, CIA's Lehman Brothers Experience May 2005 - September 2008
Job Director, Internal Audit at Peoples United Bank
Industry Financial Services
Experience
People's United Bank January 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers May 2005 - September 2008
AllianceBernstein August 2004 - May 2005
Citi Group January 2004 - May 2004
Skills
Sarbanes-Oxley Act, Risk Management, Auditing, Enterprise Risk..., Internal Audit, Operational Risk, Hedge Funds, Capital Markets, AML, IT Audit, Corporate Finance, Financial Analysis, Investment Banking, Internal Controls, Operational Risk..., Banking, Finance
Education
The University of Connecticut 2000 — 2004
BA, Economics
People's United Bank January 2010 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers May 2005 - September 2008
AllianceBernstein August 2004 - May 2005
Citi Group January 2004 - May 2004
Skills
Sarbanes-Oxley Act, Risk Management, Auditing, Enterprise Risk..., Internal Audit, Operational Risk, Hedge Funds, Capital Markets, AML, IT Audit, Corporate Finance, Financial Analysis, Investment Banking, Internal Controls, Operational Risk..., Banking, Finance
Education
The University of Connecticut 2000 — 2004
BA, Economics
Jeff Masopust's Lehman Brothers Experience April 2006 - September 2008
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays January 2015 - Present
Barclays February 2013 - December 2014
Barclays January 2011 - January 2013
Barclays September 2008 - December 2010
Lehman Brothers April 2006 - September 2008
Citigroup December 2005 - March 2006
Lehman Brothers June 2004 - August 2005
Investors Bank and Trust October 2003 - May 2004
Skills
Equities, Options, Trading, Accounting, Investments, Bloomberg, Accounts Receivable, Fixed Income, Series 7, Series 63, Financial Modeling, Customer Service, Securities, Management, Bonds, Portfolio Management, Risk Management
Education
University of Delaware 1999 — 2003
Bachelor of Science, Business Administration; Finance
Barclays January 2015 - Present
Barclays February 2013 - December 2014
Barclays January 2011 - January 2013
Barclays September 2008 - December 2010
Lehman Brothers April 2006 - September 2008
Citigroup December 2005 - March 2006
Lehman Brothers June 2004 - August 2005
Investors Bank and Trust October 2003 - May 2004
Skills
Equities, Options, Trading, Accounting, Investments, Bloomberg, Accounts Receivable, Fixed Income, Series 7, Series 63, Financial Modeling, Customer Service, Securities, Management, Bonds, Portfolio Management, Risk Management
Education
University of Delaware 1999 — 2003
Bachelor of Science, Business Administration; Finance
Erick Berkowitz's Lehman Brothers Experience March 2004 - September 2008
Job Director, Compliance & Legal Technology at Point72 Asset Management, L.P.
Industry Information Technology and Services
Experience
Point72 Asset Management, L.P. June 2010 - Present
Morgan Stanley January 2009 - June 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers March 2004 - September 2008
Berkowitz Industries Inc. August 2001 - August 2003
KPMG October 1997 - July 2001
Skills
Capital Markets, Management, Hedge Funds, Equities, Business Analysis, Risk Management, SDLC, Trading Systems, Fixed Income, Asset Management, Derivatives, Investment Banking, Electronic Trading, Trading
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1996
BS, Information Systems
Point72 Asset Management, L.P. June 2010 - Present
Morgan Stanley January 2009 - June 2010
Barclays Capital September 2008 - January 2009
Lehman Brothers March 2004 - September 2008
Berkowitz Industries Inc. August 2001 - August 2003
KPMG October 1997 - July 2001
Skills
Capital Markets, Management, Hedge Funds, Equities, Business Analysis, Risk Management, SDLC, Trading Systems, Fixed Income, Asset Management, Derivatives, Investment Banking, Electronic Trading, Trading
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1996
BS, Information Systems
Lloyd Shenfield's Lehman Brothers Experience October 1988 - October 1989
Job Real Estate Broker, CPA, Investment Banker
Industry Real Estate
Experience
Shenfield Capital September 1988 - Present
Kemper Securities March 1992 - September 1995
Lehman Brothers October 1988 - October 1989
E.F. Hutton January 1979 - November 1988
Skills
Business Strategy, Investment Banking, Capital Markets, Research, Financial Structuring, Structured Finance, Bonds, Customer Service, Fixed Income, Corporate Finance, Financial Modeling, Public Finance, Valuation, Financial Advisory, Investments, Finance, Financial Analysis, Loans, Real Estate, Banking, Restructuring, Derivatives, Financial Services, Due Diligence, Trading, Securitization
Education
University of Florida 1970 — 1974
Bachelor of Science (BS), Accounting
University of Florida - Warrington College Of Business 1970 — 1974
BSBA, Accounting
Shenfield Capital September 1988 - Present
Kemper Securities March 1992 - September 1995
Lehman Brothers October 1988 - October 1989
E.F. Hutton January 1979 - November 1988
Skills
Business Strategy, Investment Banking, Capital Markets, Research, Financial Structuring, Structured Finance, Bonds, Customer Service, Fixed Income, Corporate Finance, Financial Modeling, Public Finance, Valuation, Financial Advisory, Investments, Finance, Financial Analysis, Loans, Real Estate, Banking, Restructuring, Derivatives, Financial Services, Due Diligence, Trading, Securitization
Education
University of Florida 1970 — 1974
Bachelor of Science (BS), Accounting
University of Florida - Warrington College Of Business 1970 — 1974
BSBA, Accounting
Christian Stevens's Lehman Brothers Experience December 2002 - February 2008
Job Correspondent Regional Manager at Pacific Union Financial
Industry Financial Services
Experience
Pacific Union Financial October 2012 - Present
Plaza Home Mortgage April 2012 - October 2012
MetLife Home Loans May 2011 - June 2012
AmericaHomeKey, Inc September 2009 - April 2011
Home Savings of America March 2008 - February 2010
Lehman Brothers December 2002 - February 2008
Skills
Mortgage Banking, Residential Mortgages, Credit, FHA, Mortgage Lending, Underwriting, Loans, Credit Analysis, Credit Risk, Loan Origination, Refinance
Education
University of Colorado at Boulder - Leeds School of Business 1988 — 1993
Bachelors of Business Administration, Marketing and Real Estate
Pacific Union Financial October 2012 - Present
Plaza Home Mortgage April 2012 - October 2012
MetLife Home Loans May 2011 - June 2012
AmericaHomeKey, Inc September 2009 - April 2011
Home Savings of America March 2008 - February 2010
Lehman Brothers December 2002 - February 2008
Skills
Mortgage Banking, Residential Mortgages, Credit, FHA, Mortgage Lending, Underwriting, Loans, Credit Analysis, Credit Risk, Loan Origination, Refinance
Education
University of Colorado at Boulder - Leeds School of Business 1988 — 1993
Bachelors of Business Administration, Marketing and Real Estate
Barb Elkins's Lehman Brothers Experience 2005 - Present
Job Compensation Manager at Aurora Loan Services
Industry Financial Services
Experience
Aurora Loan Services Manager, CompensationLehman Brothers Aurora Loan Services LLC2005 - Present
Lehman Brothers 2005 - Present
Aurora Bank FSB 2003 - Present
Education
University of Denver 1966 — 1970
Aurora Loan Services Manager, CompensationLehman Brothers Aurora Loan Services LLC2005 - Present
Lehman Brothers 2005 - Present
Aurora Bank FSB 2003 - Present
Education
University of Denver 1966 — 1970
Thomas Caranese's Lehman Brothers Experience October 2005 - April 2008
Job Mechanical Engineer
Industry Mechanical or Industrial Engineering
Experience
Envision Mechanical Engineers July 2014 - Present
Mortgage Network Innovations April 2008 - March 2010
Lehman Brothers October 2005 - April 2008
Allstate Insurance September 2002 - October 2005
Skills
Mechanical Engineering, Solidworks, Matlab, AutoCAD, Pro Engineer, Leadership, Negotiation, Team Building, Process Improvement, Microsoft Excel, Account Management, Sales Management, Microsoft Office, Engineering, Manufacturing, Photoshop, Energy, Materials, Product Design, Technical Writing, CAD, Project Management, Microsoft Word, Research, Product Development, Project Engineering
Education
University of Colorado Denver 2013 — 2015
Master of Science (MS), Mechanical Engineering
University of Colorado at Denver 2009 — 2013
Bachelor of Science (B.S.), Mechanical Engineering
Envision Mechanical Engineers July 2014 - Present
Mortgage Network Innovations April 2008 - March 2010
Lehman Brothers October 2005 - April 2008
Allstate Insurance September 2002 - October 2005
Skills
Mechanical Engineering, Solidworks, Matlab, AutoCAD, Pro Engineer, Leadership, Negotiation, Team Building, Process Improvement, Microsoft Excel, Account Management, Sales Management, Microsoft Office, Engineering, Manufacturing, Photoshop, Energy, Materials, Product Design, Technical Writing, CAD, Project Management, Microsoft Word, Research, Product Development, Project Engineering
Education
University of Colorado Denver 2013 — 2015
Master of Science (MS), Mechanical Engineering
University of Colorado at Denver 2009 — 2013
Bachelor of Science (B.S.), Mechanical Engineering
Stephen Lax, CPA's Lehman Brothers Experience 2007 - 2008
Job Executive Director, Strategy and Executive Office at Nomura Holdings, Inc.
Industry Financial Services
Experience
Nomura Holdings, Inc. 2014 - Present
Nomura Holdings, Inc. 2010 - 2014
Geller & Company 2009 - 2010
Lehman Brothers 2007 - 2008
Lehman Brothers 2002 - 2007
Lehman Brothers 1999 - 2002
Lehman Brothers 1997 - 1999
Lehman Brothers 1995 - 1997
Lehman Brothers 1993 - 1995
Ernst & Young 1991 - 1993
Skills
Risk Management, Corporate Finance, Treasury, Strategic Financial..., Financial Reporting, Process Improvement, Valuation, Sarbanes-Oxley Act, Accounting, Mergers & Acquisitions, Investment Banking, Hedge Funds, Portfolio Management, Analysis, Strategy, Finance, Mergers, Bloomberg, Equities, Credit Analysis, Trading, Internal Audit, Analytics, Business Intelligence, Executive Management, Market Risk, Capital Markets, Credit Risk, Financial Services, Strategic Planning, Investments, Derivatives, Financial Modeling, Leadership, Management, Fixed Income, Financial Risk, Auditing
Education
University of Delaware 1987 — 1991
BS of Science, Accounting
Marlboro High School 1983 — 1987
High School Diploma, Accounting
Nomura Holdings, Inc. 2014 - Present
Nomura Holdings, Inc. 2010 - 2014
Geller & Company 2009 - 2010
Lehman Brothers 2007 - 2008
Lehman Brothers 2002 - 2007
Lehman Brothers 1999 - 2002
Lehman Brothers 1997 - 1999
Lehman Brothers 1995 - 1997
Lehman Brothers 1993 - 1995
Ernst & Young 1991 - 1993
Skills
Risk Management, Corporate Finance, Treasury, Strategic Financial..., Financial Reporting, Process Improvement, Valuation, Sarbanes-Oxley Act, Accounting, Mergers & Acquisitions, Investment Banking, Hedge Funds, Portfolio Management, Analysis, Strategy, Finance, Mergers, Bloomberg, Equities, Credit Analysis, Trading, Internal Audit, Analytics, Business Intelligence, Executive Management, Market Risk, Capital Markets, Credit Risk, Financial Services, Strategic Planning, Investments, Derivatives, Financial Modeling, Leadership, Management, Fixed Income, Financial Risk, Auditing
Education
University of Delaware 1987 — 1991
BS of Science, Accounting
Marlboro High School 1983 — 1987
High School Diploma, Accounting
Mario Lamar's Lehman Brothers Experience August 2006 - September 2008
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 2011 - Present
Barclays Wealth September 2008 - April 2011
Lehman Brothers August 2006 - September 2008
Morgan Stanley Private Wealth Management 1998 - 2002
Skills
Series 7, Fixed Income, Prime Brokerage, Hedge Funds, Capital Markets, Equities, Structured Products, Investment Banking, High Yield, Derivatives, Alternative Investments, Credit Derivatives, Equity Derivatives, Securities Lending, Trading Systems
Education
University of Miami - School of Business 1997 — 1999
MBA, Finance
University of Florida 1992 — 1997
BS, Mechanical Engineering
JP Morgan 2011 - Present
Barclays Wealth September 2008 - April 2011
Lehman Brothers August 2006 - September 2008
Morgan Stanley Private Wealth Management 1998 - 2002
Skills
Series 7, Fixed Income, Prime Brokerage, Hedge Funds, Capital Markets, Equities, Structured Products, Investment Banking, High Yield, Derivatives, Alternative Investments, Credit Derivatives, Equity Derivatives, Securities Lending, Trading Systems
Education
University of Miami - School of Business 1997 — 1999
MBA, Finance
University of Florida 1992 — 1997
BS, Mechanical Engineering
Esha Parmar's Lehman Brothers Experience May 2008 - July 2008
Job Cloud OS Infrastructure, Microsoft
Industry Computer Software
Experience
Union Bank February 2012 - September 2013
Esri January 2009 - February 2012
Lehman Brothers May 2008 - July 2008
Housing Department, University of Florida January 2008 - May 2008
Sapient June 2006 - July 2007
HCL Technologies June 2005 - July 2005
Indian Institute of Technology, Delhi June 2004 - July 2004
Skills
Java Enterprise Edition, Web Services, Spring, Hibernate, Struts, Java, XML, JavaScript, SQL, JSP, Oracle, REST, SOAP, Algorithms, Algorithm Design, Data Structures, Software Design, Enterprise Architecture, Enterprise Software, Object Oriented Design, Android Development, Mobile Security, Microsoft SQL Server, Eclipse, AJAX, Distributed Systems, iTKO LISA, Technical Solution..., Software Development, Agile Methodolgy, Mobile Applications, Web Application Security, JSON, Agile Methodologies, Websphere, Android
Education
UCSD Extension 2012 — 2012
iPhone Development Certification, Computer Science
University of Florida 2007 — 2008
Masters, Computer Science
Union Bank February 2012 - September 2013
Esri January 2009 - February 2012
Lehman Brothers May 2008 - July 2008
Housing Department, University of Florida January 2008 - May 2008
Sapient June 2006 - July 2007
HCL Technologies June 2005 - July 2005
Indian Institute of Technology, Delhi June 2004 - July 2004
Skills
Java Enterprise Edition, Web Services, Spring, Hibernate, Struts, Java, XML, JavaScript, SQL, JSP, Oracle, REST, SOAP, Algorithms, Algorithm Design, Data Structures, Software Design, Enterprise Architecture, Enterprise Software, Object Oriented Design, Android Development, Mobile Security, Microsoft SQL Server, Eclipse, AJAX, Distributed Systems, iTKO LISA, Technical Solution..., Software Development, Agile Methodolgy, Mobile Applications, Web Application Security, JSON, Agile Methodologies, Websphere, Android
Education
UCSD Extension 2012 — 2012
iPhone Development Certification, Computer Science
University of Florida 2007 — 2008
Masters, Computer Science
Jacob Bliberg's Lehman Brothers Experience 2006 - 2008
Job Economist at ConocoPhillips
Industry Financial Services
Experience
ConocoPhillips July 2013 - Present
Barclays Capital 2008 - May 2011
Lehman Brothers 2006 - 2008
Ness Energy International, Inc. February 2005 - March 2006
Horizon Offshore August 2004 - November 2004
Global Industries May 2003 - August 2003
Skills
Investments, Finance, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Accounting
University of Florida - Warrington College of Business Administration 2001 — 2004
BS, Finance
ConocoPhillips July 2013 - Present
Barclays Capital 2008 - May 2011
Lehman Brothers 2006 - 2008
Ness Energy International, Inc. February 2005 - March 2006
Horizon Offshore August 2004 - November 2004
Global Industries May 2003 - August 2003
Skills
Investments, Finance, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Accounting
University of Florida - Warrington College of Business Administration 2001 — 2004
BS, Finance
Bradley Wilds's Lehman Brothers Experience 1997 - 1998
Job Principal / Investment Analyst at Trilogy Global Advisors
Industry Investment Management
Experience
Trilogy Global Advisors January 2004 - Present
Citibank Asset Management 2002 - 2004
Mellon Private Asset Management 1998 - 2002
Lehman Brothers 1997 - 1998
Bessemer Trust Company 1984 - 1997
Skills
Financial Modeling, Financial Analysis, Equity Research, Equities, Equity Valuation, Valuation, Asset Management, Portfolio Management, Investments, Emerging Markets
Education
The University of Connecticut
ABA Graduate Trust School at Northwestern University
Trilogy Global Advisors January 2004 - Present
Citibank Asset Management 2002 - 2004
Mellon Private Asset Management 1998 - 2002
Lehman Brothers 1997 - 1998
Bessemer Trust Company 1984 - 1997
Skills
Financial Modeling, Financial Analysis, Equity Research, Equities, Equity Valuation, Valuation, Asset Management, Portfolio Management, Investments, Emerging Markets
Education
The University of Connecticut
ABA Graduate Trust School at Northwestern University
Brian Head's Lehman Brothers Experience March 2003 - April 2008
Job Senior Vice President at One William Street Capital
Industry Financial Services
Experience
One William Street Capital Management, L.P. June 2008 - Present
Lehman Brothers March 2003 - April 2008
CIT Group, Inc. October 1997 - March 2003
Skills
Asset Management, Mortgage, Financial Analysis, Capital Markets, Residential Homes, Credit, Commercial Banking, Asset Managment, Mortgage Lending, Hedge Funds, Financial Risk, Finance, Portfolio Management, Loans, Corporate Finance, Due Diligence, Credit Risk, Credit Analysis, Risk Management, Banking, Financial Structuring, Underwriting, Fixed Income, Securities, Mergers & Acquisitions, Investments, Loan Origination, Valuation, Bloomberg, Derivatives, Equities, Bonds, Trading, Financial Modeling, Private Equity, Structured Finance, Series 7, Investment Banking
Education
University of Delaware
One William Street Capital Management, L.P. June 2008 - Present
Lehman Brothers March 2003 - April 2008
CIT Group, Inc. October 1997 - March 2003
Skills
Asset Management, Mortgage, Financial Analysis, Capital Markets, Residential Homes, Credit, Commercial Banking, Asset Managment, Mortgage Lending, Hedge Funds, Financial Risk, Finance, Portfolio Management, Loans, Corporate Finance, Due Diligence, Credit Risk, Credit Analysis, Risk Management, Banking, Financial Structuring, Underwriting, Fixed Income, Securities, Mergers & Acquisitions, Investments, Loan Origination, Valuation, Bloomberg, Derivatives, Equities, Bonds, Trading, Financial Modeling, Private Equity, Structured Finance, Series 7, Investment Banking
Education
University of Delaware
Siji Obi's Lehman Brothers Experience December 2006 - July 2008
Job Renewable Energy Trader at Southern California Edison
Industry Utilities
Experience
Southern California Edison July 2011 - Present
Iberdrola Renewables July 2008 - March 2011
Lehman Brothers December 2006 - July 2008
Sempra Energy Trading March 1999 - December 2006
Skills
Team Building
Education
The University of Connecticut 1985 — 1990
Bachelor of Arts (BA), Economics
The University of Connecticut 1985 — 1990
Bachelor of Arts (BA), English Language and Literature, General
Southern California Edison July 2011 - Present
Iberdrola Renewables July 2008 - March 2011
Lehman Brothers December 2006 - July 2008
Sempra Energy Trading March 1999 - December 2006
Skills
Team Building
Education
The University of Connecticut 1985 — 1990
Bachelor of Arts (BA), Economics
The University of Connecticut 1985 — 1990
Bachelor of Arts (BA), English Language and Literature, General
Jacqueline Armstrong's Lehman Brothers Experience April 2003 - October 2008
Job Freelance Corporate Event Planner specializing in the Financial Services Industry
Industry Financial Services
Experience
. July 2009 - Present
Lehman Brothers April 2003 - October 2008
Lehman Brothers 2003 - 2008
Salomon Smith Barney 1998 - 2004
Education
University of Delaware
BS
. July 2009 - Present
Lehman Brothers April 2003 - October 2008
Lehman Brothers 2003 - 2008
Salomon Smith Barney 1998 - 2004
Education
University of Delaware
BS
Andrew Schwartz's Lehman Brothers Experience April 2005 - November 2008
Job Global Head of Credit at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securies July 2015 - Present
RBC Capital Markets January 2009 - April 2015
Lehman Brothers April 2005 - November 2008
Morgan Stanley January 1996 - March 2005
Skills
Fixed Income, Investment Banking, Mutual Funds, Sales Management, Syndicate, Sales, Capital Markets, Hedge Funds, Bonds, Alternative Investments, Financial Markets, Emerging Markets, High Yield, Private Equity, Loans, Syndications, Structured Products, Structured Finance, Valuation, Investments, Derivatives
Education
University of Delaware 1991 — 1995
Bachelor of Science (BS), Finance, Marketing, MIS
Guggenheim Securies July 2015 - Present
RBC Capital Markets January 2009 - April 2015
Lehman Brothers April 2005 - November 2008
Morgan Stanley January 1996 - March 2005
Skills
Fixed Income, Investment Banking, Mutual Funds, Sales Management, Syndicate, Sales, Capital Markets, Hedge Funds, Bonds, Alternative Investments, Financial Markets, Emerging Markets, High Yield, Private Equity, Loans, Syndications, Structured Products, Structured Finance, Valuation, Investments, Derivatives
Education
University of Delaware 1991 — 1995
Bachelor of Science (BS), Finance, Marketing, MIS
Sara Fontanella Driscoll's Lehman Brothers Experience September 2007 - December 2008
Job Manager, HR Programs & Analytics at Revlon
Industry Human Resources
Experience
Revlon October 2014 - Present
Revlon June 2011 - October 2014
Revlon January 2009 - June 2011
Lehman Brothers September 2007 - December 2008
PrO Unlimited July 2006 - September 2007
Goldman Sachs 2006 - 2007
Skills
Deferred Compensation, Executive Search, HR Consulting, HRIS, Human Resources, Onboarding, Personnel Management, Recruiting, Sourcing, Succession Planning, Talent Acquisition, Talent Management, Technical Recruiting, Applicant Tracking..., Workforce Planning
Education
University of Delaware 2002 — 2006
B.A., Art History
Revlon October 2014 - Present
Revlon June 2011 - October 2014
Revlon January 2009 - June 2011
Lehman Brothers September 2007 - December 2008
PrO Unlimited July 2006 - September 2007
Goldman Sachs 2006 - 2007
Skills
Deferred Compensation, Executive Search, HR Consulting, HRIS, Human Resources, Onboarding, Personnel Management, Recruiting, Sourcing, Succession Planning, Talent Acquisition, Talent Management, Technical Recruiting, Applicant Tracking..., Workforce Planning
Education
University of Delaware 2002 — 2006
B.A., Art History
Marc Mongiello's Lehman Brothers Experience June 2004 - September 2008
Job Finance Manager
Industry Financial Services
Experience
Guardian Life Insurance January 2009 - Present
Barclays Capital September 2008 - October 2008
Lehman Brothers June 2004 - September 2008
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
B.S. in Business Administration, Finance
Guardian Life Insurance January 2009 - Present
Barclays Capital September 2008 - October 2008
Lehman Brothers June 2004 - September 2008
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
B.S. in Business Administration, Finance
Gregory Wedner's Lehman Brothers Experience June 2004 - September 2008
Job TruMid Financial, LLC
Industry Financial Services
Experience
TruMid Financial December 2014 - Present
Barclays January 2011 - December 2014
Barclays Capital September 2008 - January 2011
Lehman Brothers June 2004 - September 2008
Education
University of Florida 2000 — 2004
BSBA, Finance
TruMid Financial December 2014 - Present
Barclays January 2011 - December 2014
Barclays Capital September 2008 - January 2011
Lehman Brothers June 2004 - September 2008
Education
University of Florida 2000 — 2004
BSBA, Finance
Sachin Vidwans's Lehman Brothers Experience June 2007 - May 2011
Job Senior Software Development Engineer at Amazon
Industry Computer Software
Experience
Amazon November 2014 - Present
JPMorgan Chase June 2012 - October 2014
Lehman Brothers June 2007 - May 2011
New York Mercantile Exchange May 2005 - June 2006
Skills
Commodity, Trading Systems, Electronic Trading, Market Data, Derivatives, Equities, Investment Banking, Trading, Capital Markets, Financial Markets, Spring, Distributed Systems, Java
Education
University of Florida
MS, Computer Science
Amazon November 2014 - Present
JPMorgan Chase June 2012 - October 2014
Lehman Brothers June 2007 - May 2011
New York Mercantile Exchange May 2005 - June 2006
Skills
Commodity, Trading Systems, Electronic Trading, Market Data, Derivatives, Equities, Investment Banking, Trading, Capital Markets, Financial Markets, Spring, Distributed Systems, Java
Education
University of Florida
MS, Computer Science
Greg McKee's Lehman Brothers Experience June 2006 - November 2008
Job Managing Director Fixed Income Sales and Trading at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial December 2008 - Present
Lehman Brothers June 2006 - November 2008
Skills
Series 7
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Business, Finance
Mesirow Financial December 2008 - Present
Lehman Brothers June 2006 - November 2008
Skills
Series 7
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Business, Finance
Theresa Haverty's Lehman Brothers Experience August 1998 - June 2000
Job Director at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse April 2009 - Present
Credit Suisse January 2005 - April 2009
Credit Suisse June 2000 - January 2005
Lehman Brothers August 1998 - June 2000
Bear Stearns Asset Management April 1998 - August 1998
Bankers Trust February 1996 - April 1998
Skills
Derivatives, Hedge Funds, Alternative Investments, Prime Brokerage, Information Technology
Education
University of Delaware 1992 — 1995
Accounting / MIS, Management Information Systems and Accounting
Credit Suisse April 2009 - Present
Credit Suisse January 2005 - April 2009
Credit Suisse June 2000 - January 2005
Lehman Brothers August 1998 - June 2000
Bear Stearns Asset Management April 1998 - August 1998
Bankers Trust February 1996 - April 1998
Skills
Derivatives, Hedge Funds, Alternative Investments, Prime Brokerage, Information Technology
Education
University of Delaware 1992 — 1995
Accounting / MIS, Management Information Systems and Accounting
Benjamin Krinsky, CFA's Lehman Brothers Experience July 2006 - September 2008
Job Short Term Interest Rates Trader at Barclays Capital
Industry Capital Markets
Experience
Barclays Capital October 2010 - Present
Barclays Capital January 2008 - September 2011
Lehman Brothers July 2006 - September 2008
Skills
Bloomberg, Financial Modeling, Capital Markets, Fixed Income, Derivatives, Equities, Series 7, Hedge Funds, Securities, Valuation, Investment Banking, Portfolio Management, Series 63
Education
University of Florida 2002 — 2006
BSBA, FINANCE
Barclays Capital October 2010 - Present
Barclays Capital January 2008 - September 2011
Lehman Brothers July 2006 - September 2008
Skills
Bloomberg, Financial Modeling, Capital Markets, Fixed Income, Derivatives, Equities, Series 7, Hedge Funds, Securities, Valuation, Investment Banking, Portfolio Management, Series 63
Education
University of Florida 2002 — 2006
BSBA, FINANCE
Gena Szott's Lehman Brothers Experience June 2003 - September 2008
Job Events Coordinator at Barclays Capital
Industry Marketing and Advertising
Experience
Barclays Capital September 2008 - Present
Lehman Brothers June 2003 - September 2008
Education
University of Dayton 1999 — 2003
Barclays Capital September 2008 - Present
Lehman Brothers June 2003 - September 2008
Education
University of Dayton 1999 — 2003
Jaime Valdivieso's Lehman Brothers Experience February 2007 - September 2008
Job Real Estate Agent, Realtor®
Industry Real Estate
Experience
Uptown Real Estate Group, Inc. February 2015 - Present
Barclays (Wealth and Investment Management) March 2012 - December 2013
Standard Chartered Bank US May 2010 - March 2012
Barclays Capital Inc. September 2008 - May 2010
Lehman Brothers February 2007 - September 2008
Coris USA - an April International Company January 2002 - December 2006
Skills
Investment Banking, Bloomberg, Derivatives, Capital Markets, Fixed Income, Equities, Valuation, Hedge Funds, Corporate Finance, Middle Office, Financial Modeling, Microsoft Excel, Budgeting, Reuters 3000, Account Reconciliation, Trading, Settlement, Operations Control, Change Management, Sales, Process Improvement, Know Your Client, Private Equity, Private Banking, Syndicate, Mutual Funds, Personal Finance, Banking
Education
University of Florida - Warrington College Of Business 2004 — 2006
Bachelor's Degree, Major in Finance; Minor in Entrepreneurship
Uptown Real Estate Group, Inc. February 2015 - Present
Barclays (Wealth and Investment Management) March 2012 - December 2013
Standard Chartered Bank US May 2010 - March 2012
Barclays Capital Inc. September 2008 - May 2010
Lehman Brothers February 2007 - September 2008
Coris USA - an April International Company January 2002 - December 2006
Skills
Investment Banking, Bloomberg, Derivatives, Capital Markets, Fixed Income, Equities, Valuation, Hedge Funds, Corporate Finance, Middle Office, Financial Modeling, Microsoft Excel, Budgeting, Reuters 3000, Account Reconciliation, Trading, Settlement, Operations Control, Change Management, Sales, Process Improvement, Know Your Client, Private Equity, Private Banking, Syndicate, Mutual Funds, Personal Finance, Banking
Education
University of Florida - Warrington College Of Business 2004 — 2006
Bachelor's Degree, Major in Finance; Minor in Entrepreneurship
eric urena's Lehman Brothers Experience October 1996 - January 2004
Job Trader at vector global wealth management
Industry Financial Services
Experience
VectorGlobal Wealth Management Group April 2009 - Present
Stanford Group Company January 2005 - March 2009
Lehman Brothers October 1996 - January 2004
Skills
Series 7, Equities, Portfolio Management, series 3, series 4, Series 63, series 24, series 27, series 53, series 55, Registered Investment...
Education
University of Florida 1991 — 1993
Master of Business Administration (MBA)
University of Florida 1985 — 1990
Bachelor's degree, Material Science Enginerring
VectorGlobal Wealth Management Group April 2009 - Present
Stanford Group Company January 2005 - March 2009
Lehman Brothers October 1996 - January 2004
Skills
Series 7, Equities, Portfolio Management, series 3, series 4, Series 63, series 24, series 27, series 53, series 55, Registered Investment...
Education
University of Florida 1991 — 1993
Master of Business Administration (MBA)
University of Florida 1985 — 1990
Bachelor's degree, Material Science Enginerring
Lauren Zuckerman's Lehman Brothers Experience July 2007 - January 2013
Job Manager at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield October 2014 - Present
Barclays January 2013 - October 2014
Barclays July 2007 - January 2013
Lehman Brothers July 2007 - January 2013
Lehman Brothers June 2006 - August 2006
Skills
Financial Risk, Financial Analysis, Finance
Education
University of Connecticut 2003 — 2007
Bachelor of Science, Business Administration
Cushman & Wakefield October 2014 - Present
Barclays January 2013 - October 2014
Barclays July 2007 - January 2013
Lehman Brothers July 2007 - January 2013
Lehman Brothers June 2006 - August 2006
Skills
Financial Risk, Financial Analysis, Finance
Education
University of Connecticut 2003 — 2007
Bachelor of Science, Business Administration
David Vargas, CFA's Lehman Brothers Experience June 2006 - September 2008
Job Research Associate at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. March 2014 - Present
Raymond James Financial Inc. May 2013 - February 2014
Nomura Securities July 2010 - October 2012
Nikko Asset Management February 2010 - June 2010
Barclays Capital September 2008 - July 2009
Lehman Brothers June 2006 - September 2008
Skills
Bloomberg, Equity Trading, Proprietary Trading, Equity Valuation, Quantitative Analytics, VBA Programing, Financial Modeling, Real Estate Valuation, Trading, Financial Markets, Equities, Equity Research, Capital Markets, Options, Hedge Funds, Series 7
Education
University of Florida - Warrington College Of Business 2002 — 2006
BS, Finance, General
Chartered Financial Analyst
CFA
Raymond James Financial Inc. March 2014 - Present
Raymond James Financial Inc. May 2013 - February 2014
Nomura Securities July 2010 - October 2012
Nikko Asset Management February 2010 - June 2010
Barclays Capital September 2008 - July 2009
Lehman Brothers June 2006 - September 2008
Skills
Bloomberg, Equity Trading, Proprietary Trading, Equity Valuation, Quantitative Analytics, VBA Programing, Financial Modeling, Real Estate Valuation, Trading, Financial Markets, Equities, Equity Research, Capital Markets, Options, Hedge Funds, Series 7
Education
University of Florida - Warrington College Of Business 2002 — 2006
BS, Finance, General
Chartered Financial Analyst
CFA
David Paniry's Lehman Brothers Experience April 2005 - September 2008
Job Assistant Vice President Municipal Derivatives Trading at Barclays Capital
Industry Financial Services
Experience
Barclays Capital 2009 - Present
Lehman Brothers April 2005 - September 2008
Skills
Derivatives, Fixed Income, Capital Markets, Bloomberg, Credit Derivatives, Structured Products, Swaps, Interest Rate..., Financial Modeling, Portfolio Management
Education
University of Florida 2001 — 2004
Bachelor's Degree, Finance, 3.94 GPA
Barclays Capital 2009 - Present
Lehman Brothers April 2005 - September 2008
Skills
Derivatives, Fixed Income, Capital Markets, Bloomberg, Credit Derivatives, Structured Products, Swaps, Interest Rate..., Financial Modeling, Portfolio Management
Education
University of Florida 2001 — 2004
Bachelor's Degree, Finance, 3.94 GPA
Harry Pool's Lehman Brothers Experience June 1995 - January 1998
Job Agent at HALSTEAD PROPERTY
Industry Real Estate
Experience
HALSTEAD PROPERTY September 2013 - Present
Round Hill Partners September 2005 - September 2013
Lehman Brothers June 1995 - January 1998
Merrill Lynch November 1987 - June 1995
Salomon Brothers January 1985 - November 1987
Citibank June 1977 - June 1985
Skills
Buyer Representation, Condos, Single Family Homes, Waterfront, Sellers, Real Estate, Short Sales, First Time Home Buyers, Relocation, Sales, Investment Properties, Luxury, New Home Sales, Relocation Buyers, Selling, Residential Homes
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
MBA, Finance
University of Denver - Daniels College of Business 1970 — 1974
BSBA, Finance
HALSTEAD PROPERTY September 2013 - Present
Round Hill Partners September 2005 - September 2013
Lehman Brothers June 1995 - January 1998
Merrill Lynch November 1987 - June 1995
Salomon Brothers January 1985 - November 1987
Citibank June 1977 - June 1985
Skills
Buyer Representation, Condos, Single Family Homes, Waterfront, Sellers, Real Estate, Short Sales, First Time Home Buyers, Relocation, Sales, Investment Properties, Luxury, New Home Sales, Relocation Buyers, Selling, Residential Homes
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
MBA, Finance
University of Denver - Daniels College of Business 1970 — 1974
BSBA, Finance
Jeffrey Milton's Lehman Brothers Experience 1985 - 1989
Job Sales and Marketing Director at Vigon International, Inc.
Industry Chemicals
Experience
Vigon International,inc. 1999 - Present
KPMG 1999 - 1999
Lincoln Technical Institute 1997 - 1999
Seiko Corporation of America 1991 - 1997
Wells, Rich, Greene 1989 - 1991
McCann Worldgroup 1989 - 1989
Lehman Brothers 1985 - 1989
Skills
Flavors, Fragrance, Chemistry, Personal Care, Ingredients, New Business Development, Brand Management, Corporate Branding, Brand Developement, Brand Awareness, Advertising, Online Advertising, Online Communications, Food, Food Industry, Raw Materials, Product Innovation, Consumer Products, Marketing Management, Market Analysis, GMP, Dairy, FMCG, Brand Development, Customer Insight, Key Account Development, Product Development, HACCP, Food Processing, International Marketing, Marketing, Food Science, Cosmetics, Trade Marketing, Market Planning, Commercialization, International Sales, International Business, Key Account Management
Education
University of Denver 1980 — 1985
BSBA, Marketing
Vigon International,inc. 1999 - Present
KPMG 1999 - 1999
Lincoln Technical Institute 1997 - 1999
Seiko Corporation of America 1991 - 1997
Wells, Rich, Greene 1989 - 1991
McCann Worldgroup 1989 - 1989
Lehman Brothers 1985 - 1989
Skills
Flavors, Fragrance, Chemistry, Personal Care, Ingredients, New Business Development, Brand Management, Corporate Branding, Brand Developement, Brand Awareness, Advertising, Online Advertising, Online Communications, Food, Food Industry, Raw Materials, Product Innovation, Consumer Products, Marketing Management, Market Analysis, GMP, Dairy, FMCG, Brand Development, Customer Insight, Key Account Development, Product Development, HACCP, Food Processing, International Marketing, Marketing, Food Science, Cosmetics, Trade Marketing, Market Planning, Commercialization, International Sales, International Business, Key Account Management
Education
University of Denver 1980 — 1985
BSBA, Marketing
Jeff Diamond's Lehman Brothers Experience October 1987 - September 1993
Job Managing Director and Financial Advisor at JP Morgan
Industry Financial Services
Experience
JP Morgan Executive Vice PresidentMorgan Stanley Dean WitterSeptember 1993 - September 1996
Lehman Brothers October 1987 - September 1993
Education
University of Georgia - Terry College of Business 1973 — 1976
BBA, Risk Management and Insurance, Economics
University of Georgia - Terry College of Business 1972 — 1976
BBA, Risk Mangement & Insurance, Economics
JP Morgan Executive Vice PresidentMorgan Stanley Dean WitterSeptember 1993 - September 1996
Lehman Brothers October 1987 - September 1993
Education
University of Georgia - Terry College of Business 1973 — 1976
BBA, Risk Management and Insurance, Economics
University of Georgia - Terry College of Business 1972 — 1976
BBA, Risk Mangement & Insurance, Economics
Barbara Elkins's Lehman Brothers Experience 2006 - 2008
Job Global Compensation Consultant
Industry Airlines/Aviation
Experience
Jeppesen March 2012 - Present
Aurora Bank FSB December 2007 - March 2012
Lehman Brothers 2006 - 2008
Aurora Loan Services 2005 - November 2007
J.D.Edwards & Co 1991 - 2000
JDEdwards 1991 - 2000
Skills
Deferred Compensation, Succession Planning, Performance Management, Employee Benefits, Talent Management, Employee Relations, Mergers, Workforce Planning, Recruiting, PeopleSoft, Process Improvement, Change Management, Organizational..., Benefits Administration, HRIS, Leadership Development, Human Resources, Project Management, Talent Acquisition, Policy
Education
University of Denver
Bachelor of Arts (B.A.)
Jeppesen March 2012 - Present
Aurora Bank FSB December 2007 - March 2012
Lehman Brothers 2006 - 2008
Aurora Loan Services 2005 - November 2007
J.D.Edwards & Co 1991 - 2000
JDEdwards 1991 - 2000
Skills
Deferred Compensation, Succession Planning, Performance Management, Employee Benefits, Talent Management, Employee Relations, Mergers, Workforce Planning, Recruiting, PeopleSoft, Process Improvement, Change Management, Organizational..., Benefits Administration, HRIS, Leadership Development, Human Resources, Project Management, Talent Acquisition, Policy
Education
University of Denver
Bachelor of Arts (B.A.)
Amy Seagroatt's Lehman Brothers Experience August 1997 - September 1999
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs March 2001 - Present
William Blair and Company September 1999 - February 2001
Lehman Brothers August 1997 - September 1999
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
Business, Finance
Goldman Sachs March 2001 - Present
William Blair and Company September 1999 - February 2001
Lehman Brothers August 1997 - September 1999
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1997
Business, Finance
Seth Berkowitz's Lehman Brothers Experience May 2008 - August 2008
Job Vice President at CD International Enterprises, Inc
Industry Mining & Metals
Experience
CD International Enterprises, Inc November 2009 - Present
Barclays Capital May 2009 - October 2009
Lehman Brothers May 2008 - August 2008
Skills
Fixed Income, Commodity Markets, Mining, International Logistics, U.S.-China relations, Mineral Processing, Mining Exploration, Project Management, International Sales, Purchase Contracts, Consulting, Latin American Business, Trade Finance, Warehousing, Derivatives, FX Options, Management, Microsoft Excel, Trading
Education
University of Florida 2005 — 2009
Bachelor's Degree
CD International Enterprises, Inc November 2009 - Present
Barclays Capital May 2009 - October 2009
Lehman Brothers May 2008 - August 2008
Skills
Fixed Income, Commodity Markets, Mining, International Logistics, U.S.-China relations, Mineral Processing, Mining Exploration, Project Management, International Sales, Purchase Contracts, Consulting, Latin American Business, Trade Finance, Warehousing, Derivatives, FX Options, Management, Microsoft Excel, Trading
Education
University of Florida 2005 — 2009
Bachelor's Degree
Richard Berger's Lehman Brothers Experience 2004 - 2004
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2010
Boeing February 2010 - May 2010
Accenture 2005 - 2009
Lehman Brothers 2004 - 2004
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA
University of Florida - Warrington College of Business Administration 2001 — 2005
BSBA, Finance
Bank of America Merrill Lynch July 2011 - Present
Bank of America Merrill Lynch June 2010 - August 2010
Boeing February 2010 - May 2010
Accenture 2005 - 2009
Lehman Brothers 2004 - 2004
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA
University of Florida - Warrington College of Business Administration 2001 — 2005
BSBA, Finance
Scott Nesson's Lehman Brothers Experience 1998 - 2006
Job Manager, Integrated Policy Analysis at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York May 2015 - Present
Federal Reserve Bank of New York October 2012 - 2015
Federal Reserve Bank of New York October 2006 - October 2012
Lehman Brothers 1998 - 2006
Skills
Capital Markets, Economics, Finance, Financial Institutions, Investment Strategies, Research, Central Banks, Bloomberg, Derivatives, Equities, Equity Research, Financial Analysis, Hedge Funds, High Yield
Education
The University of Connecticut 1994 — 1998
BA, Economics
Federal Reserve Bank of New York May 2015 - Present
Federal Reserve Bank of New York October 2012 - 2015
Federal Reserve Bank of New York October 2006 - October 2012
Lehman Brothers 1998 - 2006
Skills
Capital Markets, Economics, Finance, Financial Institutions, Investment Strategies, Research, Central Banks, Bloomberg, Derivatives, Equities, Equity Research, Financial Analysis, Hedge Funds, High Yield
Education
The University of Connecticut 1994 — 1998
BA, Economics
Chris Tagatac's Lehman Brothers Experience 2002 - 2004
Job Chief Marketing Officer at Green Science Partners LP
Industry Financial Services
Experience
Green Science Partners LP October 2009 - Present
Ekso Bionics 2012 - 2015
Alternative Energy Investing, LLC 2008 - 2009
Tagatac & Co. 2004 - 2008
Lehman Brothers 2002 - 2004
Morgan Stanley 1997 - 2002
Bear Stearns 1993 - 1997
Morgan Stanley 1990 - 1993
Skills
Hedge Funds, Business Development, Investments, Credit, Mutual Funds, Equities, Alternative Investments, Capital Markets
Education
University of Colorado Boulder 1984 — 1988
English, Economics
Green Science Partners LP October 2009 - Present
Ekso Bionics 2012 - 2015
Alternative Energy Investing, LLC 2008 - 2009
Tagatac & Co. 2004 - 2008
Lehman Brothers 2002 - 2004
Morgan Stanley 1997 - 2002
Bear Stearns 1993 - 1997
Morgan Stanley 1990 - 1993
Skills
Hedge Funds, Business Development, Investments, Credit, Mutual Funds, Equities, Alternative Investments, Capital Markets
Education
University of Colorado Boulder 1984 — 1988
English, Economics
Carol Stanley Little's Lehman Brothers Experience July 1982 - March 1988
Job President & Founder, A Good Laugh Inc.
Industry Nonprofit Organization Management
Experience
A Good Laugh Inc. October 2008 - Present
New England Savings Bank 1989 - 1991
Lehman Brothers July 1982 - March 1988
Skills
Fundraising, Investments, Nonprofits, Management Consulting, Marketing, Strategic Planning, Business Planning, Business Development, Leadership Development, Public Speaking, Team Building, Coaching, Program Management, Budgets, Leadership
Education
University of Connecticut 1975 — 1979
BS, Finance
A Good Laugh Inc. October 2008 - Present
New England Savings Bank 1989 - 1991
Lehman Brothers July 1982 - March 1988
Skills
Fundraising, Investments, Nonprofits, Management Consulting, Marketing, Strategic Planning, Business Planning, Business Development, Leadership Development, Public Speaking, Team Building, Coaching, Program Management, Budgets, Leadership
Education
University of Connecticut 1975 — 1979
BS, Finance
Daniel Kashdin's Lehman Brothers Experience July 2006 - September 2008
Job SVP, Strategic FP&A at Walter Investment Management Corp
Industry Financial Services
Experience
Walter Investment Management Corp August 2014 - Present
TICC Capital Corp. August 2013 - March 2014
Barclays September 2008 - August 2013
Lehman Brothers July 2006 - September 2008
PwC August 2002 - July 2006
Skills
Investment Banking, Equities, Capital Markets, Hedge Funds, Asset Managment, Valuation, Corporate Finance, Alternative Investments, IPO, Financial Institutions, Divestitures, Capital Structure, Investments, Private Equity
Education
University of Florida 1997 — 2002
Master's degree, Accounting, 3.92
Walter Investment Management Corp August 2014 - Present
TICC Capital Corp. August 2013 - March 2014
Barclays September 2008 - August 2013
Lehman Brothers July 2006 - September 2008
PwC August 2002 - July 2006
Skills
Investment Banking, Equities, Capital Markets, Hedge Funds, Asset Managment, Valuation, Corporate Finance, Alternative Investments, IPO, Financial Institutions, Divestitures, Capital Structure, Investments, Private Equity
Education
University of Florida 1997 — 2002
Master's degree, Accounting, 3.92
Ding Luo's Lehman Brothers Experience May 1997 - March 1999
Job Vice President at Citibank
Industry Banking
Experience
Citibank May 2003 - Present
Citi GTS May 2003 - Present
Citi GTS Technology January 2000 - May 2003
OptiMark Technologies, Inc. March 1999 - January 2000
Lehman Brothers May 1997 - March 1999
Education
University of Colorado Boulder
Ph.D, Physics
Wuhan University
Citibank May 2003 - Present
Citi GTS May 2003 - Present
Citi GTS Technology January 2000 - May 2003
OptiMark Technologies, Inc. March 1999 - January 2000
Lehman Brothers May 1997 - March 1999
Education
University of Colorado Boulder
Ph.D, Physics
Wuhan University
Mellissa Chen's Lehman Brothers Experience May 2006 - August 2008
Job Clinical Staff Pharmacist
Industry Pharmaceuticals
Experience
Select Specialty Hospital June 2013 - Present
ECIR Communications June 2013 - Present
CVS Caremark Corporation May 2011 - Present
Trinity Infusion February 2012 - June 2013
Lehman Brothers May 2006 - August 2008
Cordis May 2004 - August 2005
Skills
Medication Therapy..., Clinical Research
Education
University of Florida 2003 — 2011
Doctor of Pharmacy (PharmD), Pharmacy
Select Specialty Hospital June 2013 - Present
ECIR Communications June 2013 - Present
CVS Caremark Corporation May 2011 - Present
Trinity Infusion February 2012 - June 2013
Lehman Brothers May 2006 - August 2008
Cordis May 2004 - August 2005
Skills
Medication Therapy..., Clinical Research
Education
University of Florida 2003 — 2011
Doctor of Pharmacy (PharmD), Pharmacy
David Harlow's Lehman Brothers Experience August 1997 - March 1998
Job Managing Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management March 2008 - Present
Hartford Investment Management December 1999 - March 2008
Bank of Ireland Asset Management March 1998 - December 1999
Lehman Brothers August 1997 - March 1998
Lazard Asset Management May 1996 - July 1997
Oppenheimer & Co. August 1995 - May 1996
Education
The University of Connecticut
Bachelor of Business Administration (B.B.A.)
Masuk High School
Babson Capital Management March 2008 - Present
Hartford Investment Management December 1999 - March 2008
Bank of Ireland Asset Management March 1998 - December 1999
Lehman Brothers August 1997 - March 1998
Lazard Asset Management May 1996 - July 1997
Oppenheimer & Co. August 1995 - May 1996
Education
The University of Connecticut
Bachelor of Business Administration (B.B.A.)
Masuk High School
Michael DiTore's Lehman Brothers Experience 1998 - 2008
Job Tradeweb Director Business Development/Strategy
Industry Financial Services
Experience
Tradeweb April 2014 - Present
TeraExchange August 2013 - March 2014
Nomura Securities 2009 - 2012
Lehman Brothers 1998 - 2008
Skills
Financial Analysis, Customer Service, Banking, Microsoft Office, Microsoft Excel, Interest Rate Swaps, Middle Office, Finance, Trading Systems, Electronic Trading, Swaps, Bonds, Interest Rate..., Series 7, Financial Markets, Trading, Bloomberg, Capital Markets, Derivatives, Fixed Income
Education
University of Delaware 1992 — 1996
Tradeweb April 2014 - Present
TeraExchange August 2013 - March 2014
Nomura Securities 2009 - 2012
Lehman Brothers 1998 - 2008
Skills
Financial Analysis, Customer Service, Banking, Microsoft Office, Microsoft Excel, Interest Rate Swaps, Middle Office, Finance, Trading Systems, Electronic Trading, Swaps, Bonds, Interest Rate..., Series 7, Financial Markets, Trading, Bloomberg, Capital Markets, Derivatives, Fixed Income
Education
University of Delaware 1992 — 1996
Charles Rudnick's Lehman Brothers Experience October 2000 - May 2007
Job Director at Deutsche Bank Securities
Industry
Experience
Deutsche Bank Securities May 2012 - Present
Credit Suisse May 2007 - May 2012
Lehman Brothers October 2000 - May 2007
Bear Stearns October 1994 - October 2000
Education
University of Connecticut 1974 — 1978
Bachelor’s Degree
Deutsche Bank Securities May 2012 - Present
Credit Suisse May 2007 - May 2012
Lehman Brothers October 2000 - May 2007
Bear Stearns October 1994 - October 2000
Education
University of Connecticut 1974 — 1978
Bachelor’s Degree
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS